DavitaDVA
13F holders, Q1 2026 (March 31)584holders +50
118new positions
70sold out
10famous investors
$153.59avg. 13F price*
At the end of Q1 2026, 584 institutions reported holding Davita Inc. (DVA) in their 13F filings, up 50 from Q4 2025. 118 opened new positions and 70 sold out. The largest holders were Berkshire Hathaway ($4.6B), BlackRock, Inc. ($425.2M) and Vanguard Capital Management LLC ($335.1M). 10 famous investors held it, including Warren Buffett (1.8% of Berkshire Hathaway's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $153.4M |
| Exits | 70 | $103.6M |
All 13F filers, Q4 2025 → Q1 2026: 4,349,981 shares bought and 7,935,292 shares sold, net −3,585,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| Berkshire Hathaway | 1.76% | Reduce -5.2% | 30,100,585 | $4.6B |
| BlackRock, Inc. | 0.01% | Reduce -5.5% | 2,766,751 | $425.2M |
| Vanguard Capital Management LLC | 0.01% | — | 2,180,225 | $335.1M |
| Morgan Stanley | 0.02% | Add +12.8% | 1,666,038 | $256.1M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,479,600 | $227.4M |
| Invesco Ltd. | 0.02% | Reduce -12.8% | 1,467,881 | $225.6M |
| State Street Corp. | 0.01% | Reduce -6.0% | 1,351,737 | $207.7M |
| Dimensional Fund Advisors LP | 0.04% | Add +5.2% | 1,145,436 | $176.0M |
| Arrowstreet Capital, Limited Partnership | 0.09% | Reduce -6.7% | 1,110,151 | $170.6M |
| Geode Capital Management, LLC | 0.01% | Reduce -4.0% | 939,781 | $144.2M |
| LSV Asset Management | 0.31% | Reduce -0.6% | 931,058 | $143.1M |
| Gates Capital Management, Inc. | 3.83% | Reduce -38.5% | 723,008 | $111.1M |
| Citadel Advisors | 0.08% | Add +99.0% | 719,408 | $110.6M |
| UBS Group AG | 0.02% | Add +105.7% | 650,548 | $100.0M |
| Neuberger Berman Group LLC | 0.06% | Add +20.5% | 532,087 | $81.7M |
| D. E. Shaw & Co. | 0.07% | Reduce -0.1% | 504,639 | $77.6M |
| Bank of New York Mellon Corp | 0.01% | Add +81.2% | 457,493 | $70.3M |
| Woodline Partners LP | 0.26% | New | 452,979 | $69.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +43.9% | 447,422 | $68.8M |
| Northern Trust Corp. | 0.01% | Reduce -11.9% | 413,229 | $63.5M |
| AQR Capital Management | 0.03% | Add +782.9% | 410,014 | $62.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.4% | 383,642 | $59.0M |
| Nordea Investment Management AB | 0.05% | Add +13.8% | 384,709 | $58.6M |
| Doma Perpetual Capital Management LLC | 13.04% | Add +4.3% | 316,025 | $48.6M |
| Freestone Grove Partners LP | 0.35% | Add +4182.0% | 315,157 | $48.4M |
| Jane Street Group, LLC | 0.05% | Reduce -18.8% | 305,950 | $47.0M |
| HRT Financial LP | 0.11% | Add +64.5% | 287,342 | $44.2M |
| Deutsche Bank AG | 0.01% | Add +0.2% | 262,190 | $40.3M |
| JPMorgan Chase & Co. | 0.00% | Add +10.4% | 263,172 | $40.1M |
| KBC Group NV | 0.10% | Reduce -40.9% | 256,758 | $39.5M |
| Royal Bank of Canada | 0.01% | Reduce -6.4% | 242,615 | $37.3M |
| Wedge Capital Management L L P | 0.68% | Reduce -18.7% | 241,328 | $37.1M |
| Bank of America Corp. | 0.00% | Reduce -33.4% | 241,059 | $37.0M |
| Quantinno Capital Management LP | 0.06% | Reduce -13.3% | 232,666 | $35.8M |
| Tidal Investments LLC | 0.11% | Reduce -11.0% | 229,405 | $35.3M |
| Teachers Retirement System of the State of Kentucky | 0.27% | Add +20.2% | 225,177 | $34.6M |
| Todd Asset Management LLC | 0.67% | Add +19.5% | 222,677 | $34.2M |
| SG Americas Securities, LLC | 0.04% | Add +27.4% | 212,293 | $32.6M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 193,215 | $29.7M |
| Renaissance Technologies | 0.05% | Add +10.3% | 189,200 | $29.1M |
| Gotham Asset Management | 0.08% | Add +20.9% | 175,573 | $27.0M |
| Allianz Asset Management GmbH | 0.03% | Reduce -12.6% | 164,949 | $25.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +14.4% | 151,313 | $23.3M |
| Engineers Gate Manager LP | 0.27% | Add +1580.1% | 140,957 | $21.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.20% | Add +41.6% | 121,751 | $18.7M |
| Rhumbline Advisers | 0.02% | Reduce -11.0% | 120,633 | $18.5M |
| Amundi | 0.00% | Reduce -4.3% | 115,300 | $17.7M |
| Osaic Holdings, Inc. | 0.03% | Add +1606.1% | 114,260 | $17.6M |
| Victory Capital Management Inc. | 0.01% | Add +94.3% | 111,695 | $17.2M |
| Legal & General Group Plc | 0.00% | Reduce -10.3% | 101,436 | $15.6M |
| Squarepoint Ops LLC | 0.03% | Reduce -79.6% | 100,397 | $15.4M |
| Schroder Investment Management Group | 0.01% | Add +596.7% | 97,184 | $14.9M |
| Nuveen, LLC | 0.00% | Add +2.9% | 96,498 | $14.8M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -3.1% | 91,424 | $14.1M |
| Barclays PLC | 0.00% | Reduce -69.2% | 88,856 | $13.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -45.2% | 81,997 | $12.6M |
| Tudor Investment Corporation | 0.07% | Reduce -75.3% | 79,915 | $12.3M |
| California Public Employees Retirement System | 0.01% | Reduce -16.2% | 79,334 | $12.2M |
| HSBC Holdings PLC | 0.01% | Reduce -40.8% | 78,790 | $12.1M |
| Swiss National Bank | 0.01% | Reduce -1.0% | 76,800 | $11.8M |
| Vanguard Global Advisers, LLC | 0.01% | — | 69,897 | $10.7M |
| Man Group plc | 0.02% | Reduce -76.2% | 69,886 | $10.7M |
| Sei Investments Co. | 0.01% | Reduce -21.8% | 68,340 | $10.5M |
| Acadian Asset Management LLC | 0.01% | Add +485.0% | 68,188 | $10.5M |
| National Philanthropic Trust | 0.10% | No change | 62,931 | $9.7M |
| Susquehanna Portfolio Strategies, LLC | 0.14% | Reduce -52.2% | 61,049 | $9.4M |
| Te Ahumairangi Investment Management Ltd | 1.53% | Reduce -24.9% | 59,330 | $9.1M |
| Millennium Management | 0.01% | Reduce -93.5% | 55,006 | $8.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -55.0% | 54,717 | $8.4M |
| Fund 1 Investments, LLC | 1.09% | New | 54,256 | $8.3M |
| Storebrand Asset Management As | 0.02% | Reduce -12.8% | 54,222 | $8.3M |
| Corient Private Wealth LP | 0.01% | Add +96.9% | 54,256 | $8.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.5% | 50,518 | $7.8M |
| Ranmore Fund Management Ltd | 1.02% | New | 50,000 | $7.7M |
| Quadrature Capital Ltd | 0.09% | New | 49,641 | $7.6M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -83.2% | 49,175 | $7.6M |
| Two Sigma Investments, LP | 0.01% | Add +488.0% | 49,125 | $7.6M |
| Jump Financial, LLC | 0.12% | Reduce -20.9% | 48,222 | $7.4M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -3.2% | 47,273 | $7.3M |
| Aquatic Capital Management LLC | 0.21% | Add +40.5% | 46,466 | $7.1M |
| Alliancebernstein L.P. | 0.00% | Add +24.7% | 61,790 | $7.0M |
| California State Teachers Retirement System | 0.01% | Add +21.6% | 45,243 | $7.0M |
| Citigroup Inc. | 0.00% | Reduce -53.1% | 43,995 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -0.7% | 43,710 | $6.7M |
| Armistice Capital, LLC | 0.22% | New | 42,978 | $6.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -26.0% | 41,397 | $6.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -59.1% | 40,695 | $6.3M |
| Inlet Private Wealth, LLC | 1.59% | Add +1.1% | 40,500 | $6.2M |
| Eurizon Capital SGR S.p.A. | 0.02% | Add +3.0% | 40,341 | $6.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.4% | 39,823 | $6.1M |
| GHP Investment Advisors, Inc. | 0.25% | Add +0.0% | 39,739 | $6.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -0.1% | 39,710 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +47.9% | 38,853 | $6.0M |
| Fifth Third Bancorp | 0.01% | Add +831.4% | 38,411 | $5.9M |
| Bank of Montreal | 0.00% | Reduce -23.1% | 38,351 | $5.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.9% | 37,944 | $5.8M |
| First Trust Advisors LP | 0.00% | Add +18.3% | 37,692 | $5.8M |
| Janus Henderson Group PLC | 0.00% | Add +96.2% | 37,188 | $5.7M |
| FMR LLC | 0.00% | Add +98.5% | 36,705 | $5.6M |
| National Bank of Canada | 0.01% | Reduce -17.4% | 35,890 | $5.5M |
| Jefferies Financial Group Inc. | 0.07% | Reduce -42.4% | 35,165 | $5.4M |
| Callahan Advisors, LLC | 0.45% | Add +266.3% | 35,139 | $5.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 35,115 | $5.4M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -19.5% | 34,306 | $5.3M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -46.5% | 34,092 | $5.2M |
| Davidson Kempner Capital Management LP | 0.14% | New | 33,400 | $5.1M |
| Stolper Co | 1.45% | Reduce -12.6% | 37,166 | $5.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -15.8% | 32,353 | $5.0M |
| Pinebridge Investments LLC | 0.04% | Reduce -64.6% | 32,257 | $5.0M |
| Summit Trail Advisors, LLC | 0.07% | Reduce -19.8% | 32,033 | $4.9M |
| PFA Pension, Forsikringsaktieselskab | 0.01% | Add +105.0% | 31,744 | $4.9M |
| Promethos Capital, LLC | 1.20% | Reduce -5.7% | 28,955 | $4.5M |
| Wells Fargo & Company | 0.00% | Add +3.5% | 28,638 | $4.4M |
| Nisa Investment Advisors, LLC | 0.02% | Add +38.3% | 28,470 | $4.4M |
| Numerai GP LLC | 0.44% | Add +563.0% | 28,311 | $4.4M |
| New York State Common Retirement Fund | 0.01% | Add +5.7% | 27,954 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.7% | 27,492 | $4.2M |
| Franklin Resources Inc. | 0.00% | Add +753.4% | 26,165 | $4.0M |
| Qsemble Capital Management, LP | 0.27% | Add +111.4% | 23,257 | $3.6M |
| Campbell & CO Investment Adviser LLC | 0.19% | Reduce -67.5% | 22,068 | $3.4M |
| Point72 Asset Management | 0.01% | New | 21,896 | $3.4M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -93.4% | 21,270 | $3.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 21,255 | $3.3M |
| Occudo Quantitative Strategies LP | 0.18% | Reduce -3.2% | 21,009 | $3.3M |
| Bridgewater Associates | 0.01% | Reduce -40.3% | 20,902 | $3.2M |
| FORA Capital, LLC | 0.23% | Add +50.9% | 20,585 | $3.2M |
| Entropy Technologies, LP | 0.14% | Reduce -9.2% | 20,143 | $3.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.7% | 19,758 | $3.0M |
| Creative Planning | 0.00% | Add +113.0% | 19,212 | $3.0M |
| Curated Wealth Partners LLC | 0.36% | Add +1.3% | 18,784 | $2.9M |
| LPL Financial LLC | 0.00% | Add +4.8% | 18,193 | $2.8M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -85.5% | 18,173 | $2.8M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -7.4% | 18,080 | $2.8M |
| Brown Advisory Inc. | 0.00% | Reduce -3.3% | 17,559 | $2.7M |
| PEAK6 LLC | 0.08% | Reduce -20.0% | 17,332 | $2.7M |
| Mariner, LLC | 0.00% | New | 16,999 | $2.6M |
| Prudential Financial Inc. | 0.00% | Add +1.4% | 16,955 | $2.6M |
| APG Asset Management N.V. | 0.01% | Reduce -4.7% | 19,279 | $2.6M |
| Oak Thistle LLC | 0.25% | New | 16,627 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +2.7% | 16,292 | $2.5M |
| Focus Partners Wealth | 0.00% | Reduce -0.7% | 16,269 | $2.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -4.7% | 16,100 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.3% | 15,421 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -17.5% | 15,264 | $2.3M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 15,037 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +1.7% | 14,835 | $2.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -12.6% | 14,795 | $2.3M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -39.3% | 14,769 | $2.3M |
| Cannell & Spears LLC | 0.04% | Reduce -44.9% | 14,720 | $2.3M |
| Romano Brothers and Company | 0.25% | No change | 14,588 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.0% | 14,434 | $2.2M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 14,013 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.8% | 14,233 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | Add +127.9% | 14,225 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.6% | 13,892 | $2.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +855.3% | 13,327 | $2.0M |
| Gabelli Funds LLC | 0.01% | Reduce -42.8% | 13,107 | $2.0M |
| Globeflex Capital L P | 0.30% | Add +4.9% | 13,060 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.4% | 12,781 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.1% | 12,762 | $2.0M |
| Taproot Management LP | 0.37% | New | 12,610 | $1.9M |
| Landscape Capital Management, L.L.C. | 0.12% | New | 12,598 | $1.9M |
| Simplex Trading, LLC | 0.06% | New | 12,475 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -49.1% | 12,324 | $1.9M |
| Nomura Holdings Inc. | 0.02% | Add +27.7% | 12,309 | $1.9M |
| Quantbot Technologies LP | 0.08% | Reduce -83.8% | 12,126 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 11,972 | $1.8M |
| Rothschild Investment LLC | 0.09% | Add +4.1% | 11,556 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +11.1% | 11,343 | $1.7M |
| Nomura Asset Management International Inc. | 0.00% | Reduce -31.1% | 11,300 | $1.7M |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.2% | 11,145 | $1.7M |
| Continental Advisors LLC | 1.05% | New | 11,000 | $1.7M |
| PFG Investments, LLC | 0.08% | Add +260.5% | 10,780 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -2.6% | 10,665 | $1.6M |
| Credit Agricole S A | 0.01% | Reduce -5.5% | 10,589 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -25.8% | 10,477 | $1.6M |
| Ieq Capital, LLC | 0.01% | New | 10,348 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | No change | 10,300 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.3% | 10,224 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.0% | 10,206 | $1.6M |
| Urban Wealth Management, LLC | 1.59% | No change | 10,076 | $1.5M |
| Sciencast Management LP | 0.20% | Reduce -12.7% | 9,999 | $1.5M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 9,946 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +250.0% | 9,864 | $1.5M |
| Dark Forest Capital Management LP | 0.13% | Reduce -34.6% | 9,579 | $1.5M |
| Public Sector Pension Investment Board | 0.00% | Add +4.1% | 9,510 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -7.2% | 9,415 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.42% | New | 9,320 | $1.4M |
| Caisse de depot et placement du Quebec | 0.00% | New | 9,200 | $1.4M |
| Fox Run Management, L.L.C. | 0.25% | Add +108.7% | 9,259 | $1.4M |
| Czech National Bank | 0.01% | Reduce -2.3% | 9,096 | $1.4M |
| Group One Trading LLC | 0.05% | Reduce -36.8% | 9,045 | $1.4M |
| New York Life Investment Management LLC | 0.01% | Add +12.5% | 9,007 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Add +0.9% | 8,999 | $1.4M |
| Martin Capital Advisors, LLP | 0.86% | No change | 8,864 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.7% | 8,777 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -5.4% | 8,749 | $1.3M |
| CIBC Asset Management Inc | 0.00% | Reduce -3.7% | 8,636 | $1.3M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -31.8% | 8,628 | $1.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.4% | 8,600 | $1.3M |
| Lecap Asset Management Ltd. | 0.49% | Reduce -3.6% | 8,417 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +9.1% | 8,242 | $1.3M |
| Allstate Corp. | 0.01% | Add +210.1% | 8,156 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +8.0% | 8,110 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +8.8% | 8,028 | $1.2M |
| Point Nemo Capital, LLC | 0.81% | New | 7,988 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.3% | 7,780 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -3.1% | 7,585 | $1.2M |
| Centiva Capital, LP | 0.05% | New | 7,559 | $1.2M |
| Two Sigma Securities, LLC | 0.13% | New | 7,539 | $1.2M |
| Diversified Trust Co. | 0.02% | New | 7,502 | $1.2M |
| Xponance LLC | 0.01% | Add +11.8% | 7,345 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -24.3% | 7,288 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -11.8% | 7,269 | $1.1M |
| Fox Hill Wealth Management | 0.54% | Add +0.1% | 7,267 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +7.7% | 7,257 | $1.1M |
| Bokf, NA | 0.02% | Add +49.0% | 7,208 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -67.4% | 7,206 | $1.1M |
| Financial Strategies Group, Inc. | 0.18% | Reduce -13.8% | 7,363 | $1.1M |
| Mountain Lake Investment Management LLC | 0.71% | Reduce -16.3% | 7,153 | $1.1M |
| Retirement Systems of Alabama | 0.00% | Reduce -5.5% | 7,094 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +23.8% | 7,070 | $1.1M |
| Cwm, LLC | 0.00% | Add +224.8% | 6,999 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +26.9% | 6,978 | $1.1M |
| Clarkston Capital Partners, LLC | 0.08% | No change | 6,954 | $1.1M |
| Kintegral Advisory, LLC | 0.10% | Reduce -4.2% | 6,933 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.1% | 7,208 | $1.0M |
| Kesler, Norman & Wride, LLC | 0.18% | Add +0.8% | 6,816 | $1.0M |
| Exchange Traded Concepts, LLC | 0.01% | Add +304.9% | 6,799 | $1.0M |
| Contravisory Investment Management, Inc. | 0.21% | New | 6,610 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Add +207.1% | 6,603 | $1.0M |
| Mission Wealth Management, LP | 0.02% | Add +0.1% | 6,593 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.3% | 6,438 | $989K |
| Commerce Bank | 0.00% | Reduce -1.5% | 6,400 | $984K |
| Danske Bank A/S | 0.00% | Add +18.9% | 6,300 | $968K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -1.7% | 6,217 | $955K |
| Algert Global LLC | 0.01% | New | 6,090 | $936K |
| Kentucky Retirement Systems | 0.07% | New | 14,575 | $924K |
| Vestcor Inc | 0.03% | Add +8.8% | 5,903 | $907K |
| TD Asset Management Inc | 0.00% | Reduce -5.1% | 5,826 | $895K |
| Camelot Portfolios, LLC | 0.67% | Add +1060.0% | 5,800 | $891K |
| Swiss Life Asset Management Ltd | 0.00% | Add +3.9% | 5,716 | $878K |
| Yousif Capital Management, LLC | 0.01% | Reduce -7.7% | 5,710 | $878K |
| Denali Advisors LLC | 0.10% | Add +33.1% | 5,641 | $867K |
| Delta Financial Advisors LLC | 0.22% | No change | 5,585 | $858K |
| Invst, LLC | 0.10% | New | 5,537 | $851K |
| Lighthouse Investment Partners, LLC | 0.03% | New | 5,423 | $833K |
| Meridian Wealth Management, LLC | 0.03% | Add +0.4% | 5,406 | $831K |
| Ritholtz Wealth Management | 0.01% | Add +9.0% | 5,387 | $828K |
| Bridgefront Capital, LLC | 0.21% | New | 5,381 | $827K |
| Perbak Capital Partners LLP | 0.20% | New | 5,358 | $823K |
| Captrust Financial Advisors | 0.00% | Add +38.4% | 5,348 | $822K |
| ProShare Advisors LLC | 0.00% | Reduce -27.6% | 5,264 | $809K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +640.5% | 5,243 | $806K |
| Toronto Dominion Bank | 0.00% | Reduce -26.3% | 5,168 | $794K |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 5,148 | $791K |
| Gladstone Institutional Advisory LLC | 0.03% | New | 5,043 | $775K |
| Whittier Trust Co. | 0.01% | No change | 5,039 | $756K |
| Radnor Capital Management, LLC | 0.11% | No change | 4,800 | $738K |
| NEOS Investment Management LLC | 0.00% | New | 4,768 | $733K |
| Savant Capital, LLC | 0.00% | Add +1.1% | 4,692 | $721K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.05% | New | 4,600 | $707K |
| Brooklyn Investment Group | 0.02% | Reduce -24.4% | 4,488 | $690K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.4% | 4,455 | $685K |
| Ethic Inc. | 0.01% | Add +62.8% | 4,434 | $681K |
| ASO GROUP Ltd | 0.28% | No change | 4,291 | $659K |
| SEB Asset Management AB | 0.00% | — | 4,279 | $658K |
| AdvisorShares Investments LLC | 0.12% | No change | 4,270 | $656K |
| IMC-Chicago, LLC | 0.01% | Reduce -84.6% | 4,217 | $648K |
| M&T Bank Corp | 0.00% | Add +51.0% | 4,212 | $647K |
| Koss-Olinger Consulting, LLC | 0.05% | Reduce -0.9% | 4,198 | $645K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,112 | $632K |
| ARS Wealth Advisors Group, LLC | 0.05% | No change | 4,100 | $630K |
| Aviva PLC | 0.00% | New | 4,097 | $630K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +391.8% | 4,028 | $619K |
| American Century Companies Inc. | 0.00% | Reduce -1.9% | 4,003 | $615K |
| Integrated Wealth Concepts LLC | 0.00% | Add +28.4% | 3,981 | $612K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -5.0% | 3,823 | $588K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -6.3% | 3,562 | $547K |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 3,557 | $547K |
| Sage Investment Counsel LLC | 0.61% | Reduce -11.9% | 3,555 | $546K |
| Capstone Investment Advisors, LLC | 0.01% | Add +22.0% | 3,306 | $508K |
| Empowered Funds, LLC | 0.00% | Reduce -85.7% | 3,293 | $506K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -5.7% | 3,295 | $506K |
| Cresset Asset Management, LLC | 0.00% | Add +1.3% | 3,243 | $498K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.7% | 3,149 | $484K |
| Aigen Investment Management, LP | 0.12% | Reduce -37.7% | 3,065 | $471K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -61.0% | 3,043 | $468K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -3.9% | 3,017 | $464K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -54.8% | 3,009 | $462K |
| Watershed Asset Management, L.L.C. | 0.48% | New | 3,003 | $462K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,000 | $461K |
| Decision Investments, Inc. | 0.52% | Reduce -6.8% | 2,981 | $458K |
| Bessemer Group Inc. | 0.00% | Add +3.9% | 2,962 | $456K |
| Natixis | 0.00% | Reduce -97.2% | 2,898 | $445K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.1% | 2,886 | $444K |
| Chicago Partners Investment Group LLC | 0.01% | New | 2,886 | $440K |
| Pacer Advisors, Inc. | 0.00% | Add +2.1% | 2,847 | $438K |
| NWF Advisory Services Inc. | 0.05% | No change | 2,835 | $436K |
| US Bancorp \de | 0.00% | Add +15.8% | 2,827 | $434K |
| Avalon Capital Management | 0.12% | New | 2,808 | $432K |
| GAMMA Investing LLC | 0.02% | Add +17.6% | 2,789 | $429K |
| Hollencrest Capital Management | 0.02% | Add +5.7% | 2,789 | $429K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -4.0% | 2,814 | $422K |
| Daiwa Securities Group Inc. | 0.00% | Add +0.3% | 2,722 | $418K |
| Advisory Services Network, LLC | 0.01% | Reduce -51.0% | 2,718 | $418K |
| State of Wyoming | 0.05% | Reduce -22.1% | 2,684 | $413K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.3% | 2,650 | $407K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -20.7% | 2,627 | $404K |
| Beverly Hills Private Wealth, LLC | 0.07% | Add +22.6% | 2,615 | $402K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -89.7% | 2,602 | $400K |
| Edgestream Partners, L.P. | 0.01% | New | 2,588 | $398K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -32.1% | 2,579 | $396K |
| Evergreen Capital Management LLC | 0.01% | Add +34.6% | 2,488 | $382K |
| Value Investment Professionals, LLC | 0.83% | No change | 2,451 | $377K |
| Wellington Management Group LLP | 0.00% | Reduce -12.6% | 2,372 | $365K |
| Smith Group Asset Management, LLC | 0.02% | New | 2,355 | $362K |
| Lido Advisors, LLC | 0.00% | Reduce -4.9% | 2,349 | $361K |
| Atria Investments, Inc | 0.00% | Reduce -14.3% | 2,339 | $359K |
| CX Institutional | 0.01% | Add +12.9% | 2,302 | $354K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 2,287 | $351K |
| Heartland Bank & Trust Co | 0.08% | New | 2,284 | $351K |
| Bank of Nova Scotia | 0.00% | Reduce -24.8% | 2,275 | $350K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,263 | $348K |
| Andrew Hill Investment Advisors, Inc. | 0.31% | New | 2,263 | $348K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.0% | 2,229 | $343K |
| Stevens Capital Management LP | 0.05% | New | 2,201 | $338K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -1.7% | 2,192 | $337K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,183 | $336K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.2% | 2,166 | $333K |
| Quadrant Capital Group LLC | 0.01% | Add +9.8% | 2,153 | $331K |
| E Fund Management Co., Ltd. | 0.01% | — | 2,136 | $328K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +0.0% | 2,115 | $325K |
| Checchi Capital Advisers, LLC | 0.02% | Add +19.9% | 2,114 | $325K |
| Catalyst Funds Management Pty Ltd | 0.05% | Reduce -57.1% | 2,101 | $323K |
| VARCOV Co. | 0.12% | New | 2,094 | $322K |
| Norinchukin Bank, The | 0.00% | Reduce -3.9% | 2,066 | $318K |
| Empirical Finance, LLC | 0.01% | Reduce -0.6% | 2,039 | $313K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -12.7% | 2,037 | $313K |
| Mizuho Securities USA LLC | 0.01% | Reduce -21.4% | 2,019 | $310K |
| DNB Asset Management AS | 0.00% | New | 2,017 | $310K |
| Aviance Capital Partners, LLC | 0.04% | New | 2,000 | $307K |
| Gateway Investment Advisers LLC | 0.00% | New | 1,998 | $307K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 1,969 | $303K |
| Syon Capital LLC | 0.02% | Reduce -52.8% | 1,958 | $301K |
| denkapparat Operations GmbH | 0.12% | No change | 1,938 | $298K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -6.9% | 1,923 | $296K |
| Hartford Investment Management Co. | 0.01% | Reduce -9.2% | 1,917 | $295K |
| HB Wealth Management, LLC | 0.00% | New | 1,905 | $293K |
| Wedmont Private Capital | 0.01% | Reduce -5.4% | 1,972 | $293K |
| Patton Fund Management, Inc. | 0.05% | No change | 1,890 | $290K |
| Verition Fund Management LLC | 0.00% | Reduce -96.4% | 1,878 | $289K |
| Utah Retirement Systems | 0.00% | No change | 1,863 | $286K |
| Jones Financial Companies LLLP | 0.00% | Add +45.4% | 1,851 | $286K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,859 | $286K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -79.5% | 1,839 | $283K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -46.1% | 1,825 | $280K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,823 | $280K |
| MML Investors Services, LLC | 0.00% | New | 1,813 | $279K |
| Lifeworks Advisors, LLC | 0.04% | No change | 1,810 | $278K |
| Sterling Capital Management LLC | 0.01% | Reduce -33.1% | 1,805 | $277K |
| First Horizon Corp. | 0.01% | Reduce -7.5% | 1,784 | $274K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -0.8% | 1,769 | $272K |
| SoundView Advisors Inc. | 0.10% | Reduce -39.4% | 1,765 | $271K |
| Lombard Odier Asset Management (USA) Corp | 0.20% | New | 1,758 | $270K |
| Greenleaf Trust | 0.00% | New | 1,755 | $270K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -30.3% | 1,755 | $270K |
| Merit Financial Group, LLC | 0.00% | New | 1,748 | $269K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -19.2% | 1,746 | $268K |
| Nilsine Partners, LLC | 0.02% | New | 1,772 | $266K |
| Farringdon Capital, Ltd. | 0.06% | New | 1,730 | $266K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +6.3% | 1,725 | $265K |
| Applied Finance Capital Management, LLC | 0.02% | New | 1,717 | $264K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -3.2% | 1,704 | $262K |
| Louisiana State Employees Retirement System | 0.00% | Reduce -5.6% | 1,700 | $261K |
| Vident Advisory, LLC | 0.00% | New | 1,698 | $261K |
| Aberdeen Group plc | 0.00% | Reduce -16.2% | 1,697 | $261K |
| Keybank National Association | 0.00% | Reduce -9.0% | 1,696 | $261K |
| New Mexico Educational Retirement Board | 0.01% | No change | 1,686 | $259K |
| Callan Family Office, LLC | 0.01% | New | 1,681 | $258K |
| Frec Markets, Inc. | 0.04% | New | 1,675 | $257K |
| 111 Capital | 0.06% | New | 1,669 | $257K |
| Aristeia Capital, L.L.C. | 0.01% | Reduce -49.4% | 1,660 | $255K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -14.0% | 1,635 | $251K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,670 | $251K |
| D.A. Davidson & Co. | 0.00% | New | 1,633 | $251K |
| MAI Capital Management | 0.00% | Add +268.5% | 1,625 | $250K |
| Panagora Asset Management Inc. | 0.00% | New | 1,616 | $248K |
| Claret Asset Management Corp | 0.03% | New | 1,616 | $248K |
| Deseret Mutual Benefit Administrators | 0.08% | Add +62.6% | 1,602 | $246K |
| Clearstead Advisors, LLC | 0.00% | Reduce -16.0% | 1,584 | $243K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 1,548 | $238K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,523 | $234K |
| Marshall Wace, LLP | 0.00% | Reduce -41.5% | 1,522 | $234K |
| Cinctive Capital Management LP | 0.02% | New | 1,514 | $233K |
| Moran Wealth Management, LLC | 0.01% | New | 1,509 | $232K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.01% | Reduce -0.5% | 1,505 | $231K |
| Dopkins Wealth Management, LLC | 0.09% | New | 1,503 | $231K |
| Peregrine Asset Advisers, Inc. | 0.06% | New | 1,500 | $231K |
| WINTON GROUP Ltd | 0.01% | New | 1,500 | $231K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 1,480 | $227K |
| Kera Capital Partners, Inc. | 0.03% | New | 1,421 | $218K |
| Sage Rhino Capital LLC | 0.04% | New | 1,417 | $218K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,412 | $217K |
| North Star Investment Management Corp. | 0.01% | No change | 1,390 | $214K |
| Choreo, LLC | 0.00% | New | 1,383 | $213K |
| Twin Tree Management, LP | 0.04% | New | 1,379 | $212K |
| Cozad Asset Management Inc. | 0.02% | New | 1,378 | $212K |
| Fielder Capital Group LLC | 0.05% | New | 1,375 | $211K |
| MUFG Securities EMEA plc | 0.00% | Reduce -6.7% | 1,369 | $210K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 1,362 | $209K |
| DRW Securities, LLC | 0.01% | Reduce -68.5% | 1,351 | $208K |
| Waddell & Associates, LLC | 0.01% | New | 1,346 | $207K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -18.0% | 1,340 | $206K |
| Thrivent Financial for Lutherans | 0.00% | New | 1,336 | $205K |
| Versant Capital Management, Inc | 0.02% | Add +29.2% | 1,333 | $205K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,326 | $204K |
| Baker Avenue Asset Management, LP | 0.00% | Reduce -42.7% | 1,314 | $202K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -4.1% | 1,228 | $189K |
| Bayforest Capital Ltd | 0.20% | Add +276.0% | 1,158 | $178K |
| Macquarie Group Ltd. | 0.00% | Reduce -32.8% | 1,100 | $169K |
| GF Fund Management Co. LTD. | 0.00% | No change | 1,080 | $166K |
| Allworth Financial LP | 0.00% | Add +102.3% | 1,076 | $165K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.5% | 1,065 | $164K |
| Mather Group, Llc. | 0.00% | New | 1,027 | $158K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -16.4% | 1,021 | $157K |
| Parallel Advisors, LLC | 0.00% | Add +52.2% | 1,020 | $157K |
| Gen-Wealth Partners Inc | 0.05% | Add +15.4% | 1,016 | $156K |
| Picton Mahoney Asset Management | 0.00% | New | 1,006 | $155K |
| Farther Finance Advisors, LLC | 0.00% | Add +230.4% | 988 | $149K |
| Neo Ivy Capital Management | 0.04% | New | 948 | $146K |
| Mufg Securities Americas Inc. | 0.01% | Reduce -2.8% | 924 | $142K |
| Securian Asset Management, Inc. | 0.01% | No change | 899 | $138K |
| STRS Ohio | 0.00% | Reduce -0.1% | 840 | $129K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.0% | 768 | $117K |
| Basepoint Wealth LLC | 0.06% | Reduce -0.4% | 727 | $112K |
| Horizon Investments, LLC | 0.00% | Add +3.6% | 720 | $111K |
| Covestor Ltd | 0.08% | Reduce -32.7% | 706 | $109K |
| Blue Trust, Inc. | 0.00% | Reduce -16.1% | 659 | $101K |
| Estabrook Capital Management | 0.01% | No change | 650 | $100K |
| Brown Brothers Harriman & Co. | 0.00% | Add +964.4% | 628 | $97K |
| Quarry LP | 0.02% | Add +144.7% | 619 | $95K |
| Signaturefd, LLC | 0.00% | Add +25.0% | 595 | $91K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +115.4% | 586 | $90K |
| Canada Post Corp Registered Pension Plan | 0.00% | No change | 558 | $86K |
| TD Private Client Wealth LLC | 0.00% | Reduce -8.4% | 556 | $85K |
| CENTRAL TRUST Co | 0.00% | Reduce -9.7% | 519 | $80K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 512 | $79K |
| Summit Securities Group LLC | 0.04% | Add +852.8% | 505 | $78K |
| Nkcfo LLC | 0.02% | New | 490 | $75K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 450 | $69K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 449 | $68K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.8% | 410 | $63K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 400 | $63K |
| Quent Capital, LLC | 0.00% | Reduce -24.4% | 406 | $62K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -56.8% | 399 | $61K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -15.8% | 378 | $58K |
| Sankala Group LLC | 0.05% | Add +4.9% | 362 | $57K |
| Larson Financial Group LLC | 0.00% | Add +122.0% | 364 | $56K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 360 | $55K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -7.9% | 348 | $53K |
| Leonteq Securities AG | 0.00% | Reduce -87.8% | 346 | $53K |
| Employees Retirement System of Texas | 0.00% | No change | 347 | $53K |
| Ossiam | 0.00% | Reduce -99.4% | 332 | $51K |
| IFP Advisors, Inc | 0.00% | Add +35.8% | 330 | $51K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 326 | $50K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.0% | 325 | $49K |
| Cromwell Holdings LLC | 0.03% | Reduce -1.0% | 306 | $47K |
| City Holding Co. | 0.01% | Reduce -57.6% | 305 | $47K |
| Resources Management Corp. /CT/ | 0.01% | No change | 300 | $46K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | New | 295 | $45K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -2.2% | 271 | $42K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +10.7% | 217 | $33K |
| NewEdge Advisors, LLC | 0.00% | Reduce -96.9% | 217 | $33K |
| Copia Wealth Management | 0.02% | No change | 202 | $31K |
| Peterson Wealth Management | 0.02% | New | 200 | $31K |
| Root Financial Partners, LLC | 0.00% | Add +128.1% | 187 | $29K |
| CVA Family Office, LLC | 0.00% | Add +102.2% | 182 | $28K |
| UMB Bank, n.a. | 0.00% | Add +58.3% | 163 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +8.9% | 159 | $24K |
| Tema ETFs LLC | 0.00% | No change | 156 | $24K |
| Hughes Financial Services, LLC | 0.00% | New | 152 | $23K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +18.3% | 142 | $22K |
| Federated Hermes, Inc. | 0.00% | Reduce -7.3% | 140 | $22K |
| Huntington National Bank | 0.00% | Reduce -59.1% | 135 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 134 | $20K |
| Coastline Trust Co | 0.00% | No change | 125 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.5% | 120 | $18K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 112 | $17K |
| True Wealth Design, LLC | 0.00% | Reduce -9.8% | 111 | $17K |
| Private Wealth Management Group, LLC | 0.00% | No change | 110 | $17K |
| Zions Bancorporation, National Association | 0.00% | Reduce -89.3% | 110 | $17K |
| Arax Advisory Partners | 0.00% | Reduce -68.3% | 104 | $16K |
| Costello Asset Management, INC | 0.01% | No change | 100 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +123.3% | 96 | $15K |
| Triumph Capital Management | 0.00% | No change | 96 | $15K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 94 | $14K |
| CYBER HORNET ETFs LLC | 0.01% | Reduce -36.4% | 96 | $14K |
| Assetmark, Inc. | 0.00% | Add +70.4% | 92 | $14K |
| Essential Partners LLC | 0.00% | New | 88 | $14K |
| Destiny Wealth Partners, LLC | 0.00% | New | 85 | $13K |
| Fortitude Family Office, LLC | 0.00% | Add +171.4% | 76 | $12K |
| Private Trust Co. NA | 0.00% | No change | 76 | $12K |
| Bank of New Hampshire | 0.00% | No change | 75 | $12K |
| Adirondack Trust Co. | 0.00% | No change | 75 | $12K |
| Torren Management, LLC | 0.01% | Reduce -51.0% | 74 | $11K |
| Salem Investment Counselors Inc. | 0.00% | New | 72 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -86.2% | 68 | $10K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 66 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 65 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +40.9% | 62 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 60 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 58 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 54 | $8K |
| Ancora Advisors LLC | 0.00% | Reduce -81.1% | 51 | $8K |
| Manchester Capital Management LLC | 0.00% | Add +11.1% | 50 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 48 | $7K |
| Grove Bank & Trust | 0.00% | No change | 48 | $7K |
| J.Safra Asset Management Corp | 0.00% | New | 46 | $7K |
| MV Capital Management, Inc. | 0.00% | Add +21.6% | 45 | $7K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 44 | $7K |
| Millstone Evans Group, LLC | 0.00% | No change | 44 | $7K |
| WPG Advisers, LLC | 0.00% | Add +8.1% | 40 | $6K |
| Sachetta, LLC | 0.00% | No change | 40 | $6K |
| GW&K Investment Management, LLC | 0.00% | Add +105.6% | 37 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -35.6% | 38 | $6K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 38 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 33 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -27.9% | 31 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +366.7% | 28 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -6.7% | 28 | $4K |
| LRI Investments, LLC | 0.00% | No change | 25 | $4K |
| JPL Wealth Management, LLC | 0.00% | New | 24 | $4K |
| Aspect Partners, LLC | 0.00% | Add +4.3% | 24 | $4K |
| Ascentis Independent Advisors | 0.00% | New | 24 | $4K |
| Red Tortoise LLC | 0.00% | No change | 23 | $4K |
| Bogart Wealth, LLC | 0.00% | New | 22 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +2000.0% | 21 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 21 | $3K |
| Rossby Financial, LCC | 0.00% | New | 21 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 19 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 18 | $3K |
| Inspire Investing, LLC | 0.00% | No change | 17 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | New | 17 | $3K |
| Abound Wealth Management | 0.00% | No change | 16 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 16 | $2K |
| Whipplewood Advisors, LLC | 0.00% | New | 15 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +75.0% | 14 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +8.3% | 13 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $2K |
| Burk Holdings LLC | 0.00% | New | 12 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 9 | $1K |
| Clayton Financial Group LLC | 0.00% | New | 8 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 8 | $1K |
| Activest Wealth Management | 0.00% | New | 8 | $1K |
| MidFirst Bank | 0.00% | New | 8 | $1K |
| Johnson Financial Group, Inc. | 0.00% | No change | 8 | $1K |
| Spire Wealth Management | 0.00% | No change | 8 | $1K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -87.7% | 7 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Add +133.3% | 7 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +133.3% | 7 | $1K |
| Capital Analysts, LLC | 0.00% | New | 4 | $1K |
| SouthState Bank Corp | 0.00% | No change | 6 | $923 |
| Cornerstone Planning Group LLC | 0.00% | Add +25.0% | 5 | $786 |
| Wolff Wiese Magana LLC | 0.00% | New | 5 | $769 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $768 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $768 |
| Dunhill Financial, LLC | 0.00% | Reduce -20.0% | 4 | $768 |
| Highline Wealth Partners LLC | 0.00% | Add +66.7% | 5 | $768 |
| Harbour Investments, Inc. | 0.00% | Add +33.3% | 4 | $615 |
| Quaker Wealth Management, LLC | 0.00% | New | 3 | $462 |
| Arlington Trust Co LLC | 0.00% | New | 3 | $461 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $308 |
| American Capital Advisory, LLC | 0.00% | New | 2 | $308 |
| Curio Wealth, LLC | 0.00% | New | 2 | $307 |
| Nemes Rush Group LLC | 0.00% | No change | 2 | $307 |
| Kilter Group LLC | 0.00% | New | 1 | $154 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $154 |
| Walleye Capital LLC | 0.00% | Reduce -100.0% | 1 | $154 |
| SHP Wealth Management | 0.00% | New | 1 | $154 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1 | $154 |
| Sound Income Strategies, LLC | 0.00% | New | 1 | $150 |
| Avion Wealth | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is DVA's weight in each manager's 13F, not the share of Davita Inc. the manager owns.