DavitaDVA

13F holders, Q2 2026 (June 30)
631holders +47
116new positions
66sold out
9famous investors
$222.35avg. 13F price*

At the end of Q2 2026, 631 institutions reported holding Davita Inc. (DVA) in their 13F filings, up 47 from Q1 2026. 116 opened new positions and 66 sold out. The largest holders were Berkshire Hathaway ($6.4B), BlackRock, Inc. ($547.5M) and Vanguard Capital Management LLC ($467.5M). 9 famous investors held it, including Warren Buffett (2.1% of Berkshire Hathaway's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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 2026 → Q2 2026

InstitutionsTotal Value
New Positions116$153.1M
Exits66$150.4M

All 13F filers, Q1 2026 → Q2 2026: 3,433,774 shares bought and 6,858,470 shares sold, net −3,424,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 631 holders

Berkshire Hathaway 2.15% Reduce -4.0% 28,880,209 $6.4B
BlackRock, Inc. 0.01% Reduce -11.1% 2,460,987 $547.5M
Vanguard Capital Management LLC 0.01% Reduce -3.6% 2,101,425 $467.5M
Morgan Stanley 0.02% Reduce -3.9% 1,601,710 $356.3M
Vanguard Portfolio Management LLC 0.01% Reduce -6.9% 1,377,914 $306.6M
State Street Corp. 0.01% Reduce -2.1% 1,323,019 $294.3M
Invesco Ltd. 0.02% Reduce -17.4% 1,211,917 $269.6M
Dimensional Fund Advisors LP 0.05% Reduce -0.7% 1,137,814 $253.1M
Neuberger Berman Group LLC 0.14% Add +74.0% 925,579 $205.8M
LSV Asset Management 0.37% Reduce -2.4% 908,389 $202.1M
Arrowstreet Capital, Limited Partnership 0.09% Reduce -19.9% 889,082 $197.8M
Geode Capital Management, LLC 0.01% Reduce -9.2% 853,602 $189.6M
Gates Capital Management, Inc. 5.03% Reduce -4.8% 688,136 $153.1M
Bank of America Corp. 0.01% Add +170.5% 651,999 $145.1M
D. E. Shaw & Co. 0.09% Add +27.0% 640,827 $142.6M
AQR Capital Management 0.04% Add +43.4% 587,758 $128.1M
Goldman Sachs Group Inc. 0.01% Add +3.6% 463,381 $103.1M
Bank of New York Mellon Corp 0.02% Reduce -0.6% 454,545 $101.1M
Nordea Investment Management AB 0.07% Add +2.9% 395,687 $87.4M
Northern Trust Corp. 0.01% Reduce -7.5% 382,037 $85.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.7% 365,569 $81.3M
Norges Bank 0.01% — 344,422 $76.6M
Acadian Asset Management LLC 0.09% Add +385.6% 331,145 $73.6M
UBS Group AG 0.01% Reduce -53.1% 305,199 $67.9M
Jane Street Group, LLC 0.04% Reduce -8.1% 281,140 $62.5M
Holocene Advisors, LP 0.12% New 237,665 $52.9M
KBC Group NV 0.11% Reduce -12.2% 225,405 $50.1M
Tidal Investments LLC 0.12% Reduce -5.0% 217,828 $48.5M
Royal Bank of Canada 0.01% Reduce -11.5% 214,787 $47.8M
Deutsche Bank AG 0.01% Reduce -20.5% 208,362 $46.4M
Quantinno Capital Management LP 0.05% Reduce -12.4% 203,910 $45.4M
JPMorgan Chase & Co. 0.00% Reduce -23.7% 200,781 $44.5M
Citadel Advisors 0.03% Reduce -72.2% 199,862 $44.5M
Barclays PLC 0.01% Add +119.6% 195,122 $43.4M
Wedge Capital Management L L P 0.68% Reduce -22.8% 186,227 $41.4M
Vanguard Fiduciary Trust Co. 0.01% Reduce -6.6% 180,396 $40.1M
Gotham Asset Management 0.08% Reduce -6.8% 163,580 $36.4M
Doma Perpetual Capital Management LLC 8.25% Reduce -49.5% 159,668 $35.5M
First Trust Advisors LP 0.02% Add +307.4% 153,548 $34.2M
Teachers Retirement System of the State of Kentucky 0.23% Reduce -33.5% 149,717 $33.3M
Todd Asset Management LLC 0.58% Reduce -34.0% 146,969 $32.7M
Los Angeles Capital Management LLC 0.12% Add +874.2% 143,884 $32.0M
Allianz Asset Management GmbH 0.03% Reduce -17.6% 135,906 $30.2M
BI Asset Management Fondsmaeglerselskab A/S 0.23% Add +5.6% 128,567 $28.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -16.2% 126,765 $28.2M
Canada Pension Plan Investment Board 0.01% Add +30.2% 119,024 $26.5M
Victory Capital Management Inc. 0.01% Add +6.2% 118,563 $26.4M
Amundi 0.01% Add +1.2% 116,717 $26.0M
FMR LLC 0.00% Add +212.0% 114,507 $25.5M
Davidson Kempner Capital Management LP 0.62% Add +238.6% 113,098 $25.2M
Envestnet Asset Management Inc. 0.01% Add +938.6% 105,999 $23.6M
Rhumbline Advisers 0.02% Reduce -14.0% 103,725 $23.1M
Woodline Partners LP 0.07% Reduce -77.3% 102,807 $22.9M
T. Rowe Price Associates Inc. 0.00% Add +102.5% 102,272 $22.8M
Schroder Investment Management Group 0.02% Add +1.3% 98,425 $21.9M
Sei Investments Co. 0.02% Add +38.9% 94,903 $21.1M
Legal & General Group Plc 0.00% Reduce -11.3% 90,009 $20.0M
Osaic Holdings, Inc. 0.02% Reduce -23.1% 87,811 $19.5M
Nuveen, LLC 0.00% Reduce -10.2% 86,646 $19.3M
HSBC Holdings PLC 0.01% Add +0.9% 79,500 $17.7M
Millennium Management 0.01% Add +40.2% 77,094 $17.2M
Russell Investments Group, Ltd. 0.01% Add +81.7% 73,947 $16.4M
HRT Financial LP 0.03% Reduce -75.6% 70,164 $15.6M
California Public Employees Retirement System 0.01% Reduce -12.9% 69,086 $15.4M
Swiss National Bank 0.01% Reduce -12.8% 67,000 $14.9M
SG Americas Securities, LLC 0.01% Reduce -68.9% 66,073 $14.7M
Vanguard Global Advisers, LLC 0.01% Reduce -5.5% 66,059 $14.7M
National Philanthropic Trust 0.20% No change 62,931 $14.0M
Tudor Investment Corporation 0.06% Reduce -25.1% 59,895 $13.3M
Danske Bank A/S 0.03% Add +835.6% 58,943 $13.1M
BNP Paribas Financial Markets 0.01% Add +7.0% 58,534 $13.0M
Candriam S.C.A. 0.06% New 57,263 $12.7M
Susquehanna Portfolio Strategies, LLC 0.19% Reduce -10.0% 54,925 $12.2M
Storebrand Asset Management As 0.03% Reduce -4.7% 51,693 $11.5M
Bank of Montreal 0.00% Add +33.4% 51,152 $11.4M
LPL Financial LLC 0.00% Add +166.3% 48,449 $10.8M
Principal Financial Group Inc. 0.01% Add +19.7% 47,656 $10.6M
Robeco Institutional Asset Management B.V. 0.01% Reduce -4.1% 45,324 $10.1M
Callahan Advisors, LLC 0.76% Add +28.3% 45,098 $10.0M
Assenagon Asset Management S.A. 0.01% Add +30.5% 44,783 $10.0M
Verition Fund Management LLC 0.07% Add +2231.2% 43,780 $9.7M
Prospera Financial Services Inc 0.14% Add +1253.5% 42,623 $9.5M
Te Ahumairangi Investment Management Ltd 1.53% Reduce -28.2% 42,612 $9.5M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -49.5% 41,386 $9.2M
Raymond James Financial Inc. 0.00% Add +4.9% 40,740 $9.1M
Jupiter Topco LLC 0.00% — 40,588 $9.0M
Inlet Private Wealth, LLC 2.19% Reduce -0.1% 40,475 $9.0M
National Bank of Canada 0.01% Add +12.1% 40,224 $8.9M
GHP Investment Advisors, Inc. 0.33% Add +1.2% 40,223 $8.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +0.0% 39,712 $8.8M
Caisse de depot et placement du Quebec 0.01% Add +326.1% 39,200 $8.7M
California State Teachers Retirement System 0.01% Reduce -14.4% 38,704 $8.6M
Marshall Wace, LLP 0.01% Add +2324.2% 36,897 $8.2M
Franklin Resources Inc. 0.00% Add +40.8% 36,829 $8.2M
Nisa Investment Advisors, LLC 0.02% Add +25.5% 35,722 $7.9M
Ieq Capital, LLC 0.04% Add +243.2% 35,510 $7.9M
Stolper Co 2.00% Reduce -6.3% 34,820 $7.7M
Counterpoint Mutual Funds LLC 0.73% New 33,190 $7.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -8.2% 32,229 $7.2M
Fifth Third Bancorp 0.01% Reduce -17.2% 31,797 $7.1M
New York State Teachers Retirement System 0.01% Reduce -16.6% 31,661 $7.0M
Summit Trail Advisors, LLC 0.09% Reduce -1.2% 31,658 $7.0M
Tredje AP-fonden 0.03% New 30,479 $6.8M
State Board of Administration of Florida Retirement System 0.01% Reduce -7.5% 29,921 $6.7M
Wells Fargo & Company 0.00% Add +3.0% 29,486 $6.6M
Manufacturers Life Insurance Company, The 0.01% Add +6.9% 29,392 $6.5M
Mariner, LLC 0.01% Add +72.8% 29,378 $6.5M
Susquehanna International Group, LLP 0.01% Reduce -34.1% 28,799 $6.4M
Citigroup Inc. 0.00% Reduce -35.0% 28,610 $6.4M
Corient Private Wealth LP 0.01% Reduce -49.0% 27,685 $6.2M
Wakefield Asset Management LLLP 1.33% New 26,488 $5.9M
State of Wisconsin Investment Board 0.01% Add +30.8% 25,843 $5.7M
Alliancebernstein L.P. 0.00% Reduce -41.4% 36,221 $5.6M
New York State Common Retirement Fund 0.01% Reduce -11.4% 24,757 $5.5M
Creative Planning 0.00% Add +20.5% 23,146 $5.1M
CWA Asset Management Group, LLC 0.15% New 22,490 $5.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -46.3% 22,215 $4.9M
Prudential Financial Inc. 0.01% Add +30.0% 22,035 $4.9M
Informed Momentum Co LLC 0.43% New 21,727 $4.8M
PFA Pension, Forsikringsaktieselskab 0.01% Reduce -31.7% 21,692 $4.8M
Numerai GP LLC 0.39% Reduce -24.8% 21,285 $4.7M
Credit Agricole S A 0.01% Add +100.0% 21,179 $4.7M
American Century Companies Inc. 0.00% Add +407.4% 20,310 $4.5M
Two Sigma Investments, LP 0.00% Reduce -58.8% 20,230 $4.5M
Mercer Global Advisors Inc. 0.01% Add +28.7% 19,842 $4.4M
Cerity Partners LLC 0.01% Add +96.5% 19,382 $4.3M
Ameriprise Financial Inc. 0.00% Add +16.4% 18,965 $4.2M
Curated Wealth Partners LLC 0.48% No change 18,784 $4.2M
Focus Partners Wealth 0.00% Add +14.2% 18,572 $4.1M
Waterloo Capital, L.P. 0.23% New 18,423 $4.1M
State of Tennessee, Department of Treasury 0.01% Add +28.6% 18,286 $4.1M
CIBC Bancorp USA Inc. 0.00% Reduce -16.2% 17,810 $4.0M
Cetera Investment Advisers 0.00% Add +115.8% 17,503 $3.9M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -5.3% 17,124 $3.8M
Brown Advisory Inc. 0.01% Reduce -2.6% 17,106 $3.8M
Nomura Holdings Inc. 0.02% Add +37.4% 16,908 $3.8M
O'shaughnessy Asset Management, LLC 0.02% Add +12.4% 16,228 $3.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Reduce -1.2% 15,900 $3.5M
Simplex Trading, LLC 0.09% Add +25.6% 15,675 $3.5M
Agf Management Ltd. 0.01% New 15,592 $3.5M
Crossmark Global Holdings, Inc. 0.04% Add +498.4% 15,570 $3.5M
Globeflex Capital L P 0.44% Add +18.3% 15,451 $3.4M
Promethos Capital, LLC 0.90% Reduce -48.5% 14,913 $3.3M
Cannell & Spears LLC 0.06% No change 14,720 $3.3M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -2.2% 14,506 $3.2M
Romano Brothers and Company 0.32% Reduce -1.0% 14,438 $3.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -2.5% 14,421 $3.2M
Cibc World Market Inc. 0.01% New 13,755 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +11.4% 13,734 $3.1M
Treasurer of the State of North Carolina 0.01% Reduce -8.7% 13,727 $3.1M
HighTower Advisors, LLC 0.00% Add +87.8% 13,683 $3.0M
Financial Engines Advisors L.L.C. 0.01% Reduce -6.1% 13,368 $3.0M
PNC Financial Services Group, Inc. 0.00% Add +2.2% 13,042 $2.9M
CANADA LIFE ASSURANCE Co 0.00% Reduce -2.9% 12,409 $2.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -11.5% 12,291 $2.7M
Rothschild Investment LLC 0.10% Add +3.5% 11,964 $2.7M
Group One Trading LLC 0.08% Add +29.7% 11,731 $2.6M
Commonwealth Equity Services, LLC 0.00% Reduce -5.6% 11,304 $2.5M
Nomura Asset Management International Inc. 0.00% No change 11,300 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +49.3% 10,760 $2.5M
State of New Jersey Common Pension Fund D 0.01% Reduce -27.7% 11,030 $2.5M
Bridgewater Associates 0.01% Reduce -47.4% 10,996 $2.4M
Handelsbanken Fonder AB 0.01% Add +3.9% 10,700 $2.4M
Wealthfront Advisers LLC 0.00% Reduce -4.9% 10,596 $2.4M
Truist Financial Corp. 0.00% Add +196.8% 10,556 $2.3M
Integrated Wealth Concepts LLC 0.02% Add +164.5% 10,530 $2.3M
Trek Financial, LLC 0.11% New 10,212 $2.3M
Redwood Investment Management, LLC 0.22% New 10,145 $2.3M
Urban Wealth Management, LLC 1.95% No change 10,076 $2.2M
Worldquant Millennium Advisors LLC 0.01% Reduce -52.8% 10,048 $2.2M
Thrivent Financial for Lutherans 0.00% Add +628.4% 9,731 $2.2M
DekaBank Deutsche Girozentrale 0.00% No change 14,013 $2.1M
Wellington Management Group LLP 0.00% Add +305.1% 9,610 $2.1M
Glenmede Trust Co. NA 0.01% Reduce -10.1% 9,415 $2.1M
Polianta Ltd 0.26% New 9,300 $2.1M
Caxton Associates LLP 0.04% New 9,243 $2.1M
Arizona State Retirement System 0.01% Reduce -13.6% 9,216 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -10.2% 9,185 $2.0M
Czech National Bank 0.01% Add +0.5% 9,137 $2.0M
Public Sector Pension Investment Board 0.01% Reduce -4.0% 9,128 $2.0M
Quadrature Capital Ltd 0.02% Reduce -81.6% 9,122 $2.0M
New York Life Investment Management LLC 0.01% Add +1.0% 9,095 $2.0M
Martin Capital Advisors, LLP 1.03% No change 8,864 $2.0M
Sanctuary Advisors, LLC 0.01% Add +401.0% 8,792 $2.0M
IPG Investment Advisors LLC 0.28% New 8,712 $1.9M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +19.7% 8,686 $1.9M
Occudo Quantitative Strategies LP 0.10% Reduce -59.0% 8,624 $1.9M
Point Nemo Capital, LLC 0.97% Add +7.6% 8,593 $1.9M
Great Lakes Advisors, LLC 0.01% New 8,588 $1.9M
Ethic Inc. 0.02% Add +92.4% 8,530 $1.9M
Vanguard Investments Australia, Ltd. 0.00% Reduce -14.5% 8,501 $1.9M
Baird Financial Group, Inc. 0.00% Reduce -25.1% 8,497 $1.9M
Janney Montgomery Scott LLC 0.00% New 8,487 $1.9M
Exchange Traded Concepts, LLC 0.01% Add +24.0% 8,430 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +30.6% 8,407 $1.9M
State of Michigan Retirement System 0.01% Reduce -5.7% 8,249 $1.8M
CIBC Asset Management Inc 0.00% Reduce -5.8% 8,139 $1.8M
MML Investors Services, LLC 0.00% Add +347.5% 8,113 $1.8M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.53% New 8,046 $1.8M
Continental Advisors LLC 1.04% Reduce -27.3% 8,000 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -9.3% 7,963 $1.8M
Pathstone Holdings, LLC 0.01% Reduce -3.0% 7,784 $1.7M
Ensign Peak Advisors, Inc 0.00% Add +259.0% 7,837 $1.7M
Algert Global LLC 0.02% Add +28.4% 7,820 $1.7M
KLP Kapitalforvaltning As 0.01% Reduce -11.6% 7,600 $1.7M
Voya Investment Management LLC 0.00% Reduce -0.3% 7,563 $1.7M
Diversified Trust Co. 0.03% Add +0.0% 7,503 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -21.3% 7,411 $1.6M
Allstate Corp. 0.02% Reduce -10.5% 7,300 $1.6M
XTX Topco Ltd 0.02% New 7,287 $1.6M
Captrust Financial Advisors 0.00% Add +35.9% 7,266 $1.6M
Fox Hill Wealth Management 0.64% Reduce -0.8% 7,212 $1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -8.9% 7,090 $1.6M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.2% 7,058 $1.6M
Landscape Capital Management, L.L.C. 0.10% Reduce -44.2% 7,027 $1.6M
Bokf, NA 0.02% Reduce -3.5% 6,957 $1.5M
Clarkston Capital Partners, LLC 0.13% No change 6,954 $1.5M
Kintegral Advisory, LLC 0.13% No change 6,933 $1.5M
Gabelli Funds LLC 0.01% Reduce -47.4% 6,900 $1.5M
Retirement Systems of Alabama 0.00% Reduce -4.9% 6,744 $1.5M
Eurizon Capital SGR S.p.A. 0.00% Reduce -83.3% 6,754 $1.5M
Teacher Retirement System of Texas 0.00% Add +1.4% 6,698 $1.5M
United Capital Financial Advisors, LLC 0.01% Reduce -4.3% 6,680 $1.5M
ProShare Advisors LLC 0.00% Add +25.4% 6,603 $1.5M
Contravisory Investment Management, Inc. 0.26% Reduce -0.2% 6,597 $1.5M
Kesler, Norman & Wride, LLC 0.23% Reduce -3.8% 6,560 $1.5M
Renaissance Technologies 0.00% Reduce -96.6% 6,400 $1.4M
Jackson Creek Investment Advisors LLC 0.47% Reduce -36.9% 5,880 $1.4M
Pictet Asset Management Holding SA 0.00% Reduce -24.3% 6,240 $1.4M
Ritholtz Wealth Management 0.02% Add +13.0% 6,087 $1.4M
Vestcor Inc 0.03% No change 5,903 $1.3M
Amalgamated Bank 0.01% Reduce -21.2% 5,730 $1.3M
Financial Strategies Group, Inc. 0.20% Reduce -27.3% 5,355 $1.3M
Forum Finance Group S.A. 0.45% New 7,000 $1.3M
Mission Wealth Management, LP 0.02% Reduce -14.8% 5,618 $1.2M
Delta Financial Advisors LLC 0.30% No change 5,585 $1.2M
Invst, LLC 0.12% Add +0.5% 5,564 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -4.0% 5,479 $1.2M
Swiss Life Asset Management Ltd 0.01% Reduce -4.3% 5,468 $1.2M
Meridian Wealth Management, LLC 0.04% Add +0.1% 5,410 $1.2M
Whittier Trust Co. 0.01% No change 5,039 $1.2M
Mountain Lake Investment Management LLC 0.74% Reduce -25.7% 5,312 $1.2M
Lazard Asset Management LLC 0.00% New 5,189 $1.2M
Gladstone Institutional Advisory LLC 0.04% Add +2.4% 5,163 $1.1M
Stifel Financial Corp. 0.00% Reduce -1.0% 5,098 $1.1M
Savant Capital, LLC 0.00% Add +8.4% 5,086 $1.1M
TD Asset Management Inc 0.00% Reduce -13.7% 5,028 $1.1M
NEOS Investment Management LLC 0.00% Add +5.3% 5,021 $1.1M
Machina Capital S.A.S. 0.18% New 4,985 $1.1M
Toronto Dominion Bank 0.00% Reduce -3.9% 4,966 $1.1M
Radnor Capital Management, LLC 0.15% No change 4,800 $1.1M
Nykredit A/S 0.00% — 4,774 $1.1M
Empowered Funds, LLC 0.01% Add +40.9% 4,641 $1.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% No change 4,600 $1.0M
Chapin Davis, Inc. 0.18% New 4,548 $1.0M
Sterling Capital Management LLC 0.02% Add +147.9% 4,475 $996K
Jump Financial, LLC 0.01% Reduce -90.7% 4,474 $995K
Johnson Investment Counsel Inc. 0.01% No change 4,455 $991K
Squarepoint Ops LLC 0.00% Reduce -95.7% 4,293 $955K
ASO GROUP Ltd 0.40% No change 4,291 $955K
Lido Advisors, LLC 0.00% Add +82.2% 4,280 $952K
AdvisorShares Investments LLC 0.11% No change 4,270 $950K
Schonfeld Strategic Advisors LLC 0.01% Reduce -87.6% 4,216 $938K
ARS Wealth Advisors Group, LLC 0.07% Add +2.4% 4,200 $934K
Atria Investments, Inc 0.01% Add +76.5% 4,128 $918K
Public Employees Retirement Association of Colorado 0.00% No change 4,112 $915K
Koss-Olinger Consulting, LLC 0.07% Reduce -3.5% 4,049 $901K
Neo Ivy Capital Management 0.21% Add +326.6% 4,044 $900K
M&T Bank Corp 0.00% Reduce -4.7% 4,014 $892K
Oregon Public Employees Retirement Fund 0.01% Add +3.2% 3,947 $878K
Qsemble Capital Management, LP 0.11% Reduce -83.1% 3,921 $872K
Quadcap Wealth Management, LLC 0.08% New 3,885 $864K
Jain Global LLC 0.01% New 3,859 $859K
Xponance LLC 0.01% Reduce -47.7% 3,842 $855K
Burns Matteson Capital Management, LLC 0.27% New 3,794 $844K
Elevatus Welath Management 0.20% New 3,727 $829K
Fieldview Capital Management, LLC 0.23% New 3,698 $823K
SEB Asset Management AB 0.00% Reduce -15.5% 3,616 $804K
Sage Investment Counsel LLC 0.79% No change 3,555 $791K
Rafferty Asset Management, LLC 0.00% Add +37.1% 3,536 $787K
US Bancorp \de 0.00% Add +21.6% 3,437 $765K
Illinois Municipal Retirement Fund 0.01% Reduce -52.6% 3,413 $759K
Bank of Nova Scotia 0.00% Add +46.6% 3,335 $742K
Mutual of America Capital Management LLC 0.01% Reduce -6.7% 3,322 $739K
Atlas Capital Advisors Inc. 0.08% Add +221.9% 3,287 $731K
Focus Partners Advisor Solutions, LLC 0.01% Add +78.8% 3,259 $725K
Chicago Partners Investment Group LLC 0.01% Add +5.5% 3,046 $714K
Toth Financial Advisory Corp. 0.07% New 3,205 $713K
Catalyst Funds Management Pty Ltd 0.04% Add +52.3% 3,200 $712K
State of Alaska, Department of Revenue 0.01% Reduce -4.5% 3,146 $699K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +3.6% 3,125 $695K
Cresset Asset Management, LLC 0.00% Reduce -4.0% 3,113 $693K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.7% 3,108 $691K
GAMMA Investing LLC 0.03% Add +11.2% 3,100 $690K
Jefferies Financial Group Inc. 0.01% Reduce -91.2% 3,090 $687K
Decision Investments, Inc. 0.61% Add +0.6% 3,000 $667K
Performance Wealth Partners, LLC 0.02% No change 3,000 $667K
Scotia Capital Inc. 0.00% New 2,986 $664K
Bessemer Group Inc. 0.00% Add +0.5% 2,977 $662K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,814 $659K
Gsa Capital Partners LLP 0.04% New 2,845 $633K
Advisory Services Network, LLC 0.01% Add +4.4% 2,838 $631K
Merit Financial Group, LLC 0.00% Add +60.1% 2,799 $623K
Sequoia Financial Advisors, LLC 0.00% Add +6.2% 2,791 $621K
Mackenzie Financial Corp. 0.00% Reduce -69.0% 2,787 $620K
Frec Markets, Inc. 0.05% Add +63.1% 2,732 $608K
Daiwa Securities Group Inc. 0.00% Add +0.3% 2,731 $608K
Park Avenue Securities LLC 0.00% New 2,721 $605K
NWF Advisory Services Inc. 0.06% Reduce -4.2% 2,715 $604K
Smith Group Asset Management, LLC 0.02% Add +12.9% 2,658 $591K
Cullen/Frost Bankers, Inc. 0.01% No change 2,650 $590K
Inceptionr LLC 0.14% New 2,607 $580K
Hollencrest Capital Management 0.04% Reduce -6.9% 2,596 $578K
Watershed Asset Management, L.L.C. 0.52% Reduce -13.8% 2,590 $576K
Denali Advisors LLC 0.06% Reduce -55.2% 2,528 $562K
Mizuho Securities USA LLC 0.01% Add +24.5% 2,513 $559K
Value Investment Professionals, LLC 0.47% Add +2.0% 2,501 $556K
CX Institutional 0.02% Add +7.7% 2,480 $552K
Pacer Advisors, Inc. 0.00% Reduce -13.3% 2,467 $549K
Vise Technologies, Inc. 0.01% New 2,462 $548K
MAI Capital Management 0.00% Add +50.1% 2,440 $543K
HB Wealth Management, LLC 0.00% Add +27.0% 2,420 $538K
Advisors Asset Management, Inc. 0.01% Reduce -61.3% 2,409 $536K
Quantbot Technologies LP 0.02% Reduce -80.4% 2,381 $530K
Fulcrum Asset Management LLP 0.05% New 2,398 $527K
Caprock Group, LLC 0.01% New 2,312 $514K
Jones Financial Companies LLLP 0.00% Add +26.8% 2,347 $509K
Personal Cfo Solutions, LLC 0.07% New 2,270 $505K
UniSuper Management Pty Ltd 0.00% Reduce -73.8% 2,258 $502K
Andrew Hill Investment Advisors, Inc. 0.37% Reduce -0.3% 2,256 $502K
Heartland Bank & Trust Co 0.10% Reduce -1.4% 2,252 $501K
Alta Wealth Advisors LLC 0.14% New 2,238 $498K
Acorn Financial Advisory Services Inc. 0.06% Reduce -0.5% 2,182 $485K
Capstone Investment Advisors, LLC 0.00% Reduce -34.9% 2,151 $479K
Checchi Capital Advisers, LLC 0.03% No change 2,114 $470K
Quadrant Capital Group LLC 0.01% Reduce -2.4% 2,102 $468K
Empirical Finance, LLC 0.02% Add +1.7% 2,074 $461K
Harvest Fund Management Co., Ltd 0.02% Reduce -3.4% 2,043 $455K
Orion Porfolio Solutions, LLC 0.00% Reduce -5.8% 2,040 $454K
Gateway Investment Advisers LLC 0.00% Add +0.8% 2,015 $448K
Norinchukin Bank, The 0.00% Reduce -2.6% 2,013 $448K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -84.9% 2,007 $447K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +11.6% 1,975 $439K
Steward Partners Investment Advisory, LLC 0.00% Reduce -34.7% 1,964 $437K
Measured Wealth Private Client Group, LLC 0.10% New 1,952 $434K
denkapparat Operations GmbH 0.14% No change 1,938 $431K
Apollon Wealth Management, LLC 0.01% Add +37.3% 1,938 $431K
Wedmont Private Capital 0.01% Reduce -6.8% 1,838 $428K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.1% 1,915 $426K
Syon Capital LLC 0.02% Reduce -2.4% 1,912 $425K
&partners 0.00% New 1,897 $422K
Concurrent Investment Advisors, LLC 0.00% Add +2.3% 1,867 $415K
Global Retirement Partners, LLC 0.01% — 1,863 $414K
Maryland State Retirement & Pension System 0.01% No change 1,859 $414K
LMR Partners LLP 0.00% New 1,851 $412K
Beacon Pointe Advisors, LLC 0.00% Reduce -19.1% 1,830 $407K
Cozad Asset Management Inc. 0.03% Add +32.3% 1,823 $406K
Aster Capital Management (DIFC) Ltd 0.09% Add +356.1% 1,820 $405K
Lifeworks Advisors, LLC 0.04% No change 1,810 $403K
Evergreen Capital Management LLC 0.01% Reduce -28.1% 1,789 $398K
Greenleaf Trust 0.00% Add +1.4% 1,779 $396K
Coldstream Capital Management Inc. 0.01% Add +4.2% 1,776 $395K
Hartford Investment Management Co. 0.01% Reduce -7.6% 1,771 $394K
Arax Advisory Partners 0.00% Add +1599.0% 1,767 $393K
SoundView Advisors Inc. 0.13% No change 1,765 $392K
Brighton Jones LLC 0.01% New 1,761 $392K
Aviva PLC 0.00% Reduce -57.2% 1,754 $390K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -66.6% 1,753 $390K
Nilsine Partners, LLC 0.03% Reduce -2.1% 1,734 $386K
First Horizon Corp. 0.01% Reduce -4.2% 1,710 $380K
Empirical Asset Management, LLC 0.08% New 1,692 $376K
Callan Family Office, LLC 0.01% Add +0.4% 1,688 $376K
Utah Retirement Systems 0.00% Reduce -9.8% 1,681 $374K
DNB Asset Management AS 0.00% Reduce -16.8% 1,679 $374K
Keybank National Association 0.00% Reduce -1.5% 1,671 $372K
Aigen Investment Management, LP 0.10% Reduce -45.5% 1,670 $372K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -15.2% 1,669 $371K
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.8% 1,624 $370K
Hantz Financial Services, Inc. 0.01% Reduce -13.8% 1,657 $369K
Paragon Capital Management Ltd 0.07% New 1,649 $367K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -4.6% 1,645 $366K
E Fund Management Co., Ltd. 0.01% Reduce -23.3% 1,638 $364K
D.A. Davidson & Co. 0.00% No change 1,633 $363K
Vident Advisory, LLC 0.00% Reduce -4.4% 1,624 $361K
Bull Harbor Capital LLC 0.07% New 1,622 $361K
Panagora Asset Management Inc. 0.00% No change 1,616 $360K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% Add +6.8% 1,608 $358K
Allworth Financial LP 0.00% Add +49.0% 1,603 $357K
Cookson Peirce & Co. Inc. 0.01% Add +8.2% 1,602 $356K
Louisiana State Employees Retirement System 0.01% Reduce -5.9% 1,600 $356K
New Mexico Educational Retirement Board 0.01% Reduce -5.9% 1,586 $353K
Avalon Capital Management 0.08% Reduce -43.5% 1,586 $353K
Aberdeen Group plc 0.00% Reduce -8.0% 1,561 $347K
Citizens Financial Group Inc. 0.00% New 1,548 $344K
Waddell & Associates, LLC 0.02% Add +14.3% 1,538 $342K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -25.0% 1,527 $340K
Dopkins Wealth Management, LLC 0.12% Reduce -0.2% 1,500 $334K
Peregrine Asset Advisers, Inc. 0.07% No change 1,500 $334K
Crestwood Advisors Group, LLC 0.00% Add +10.5% 1,465 $326K
Farther Finance Advisors, LLC 0.00% Add +47.5% 1,457 $324K
Beese Fulmer Investment Management, Inc. 0.02% Add +6.9% 1,456 $324K
Compound Planning, Inc. 0.01% New 1,441 $321K
Macquarie Group Ltd. 0.00% Add +30.7% 1,438 $320K
Blair William & Co. 0.00% New 1,434 $319K
Choreo, LLC 0.00% Add +3.5% 1,431 $318K
Fielder Capital Group LLC 0.07% Add +3.6% 1,425 $317K
Sage Rhino Capital LLC 0.05% Add +0.3% 1,422 $316K
Applied Finance Capital Management, LLC 0.02% Reduce -17.8% 1,412 $314K
Baker Avenue Asset Management, LP 0.01% Add +6.9% 1,405 $313K
Viewpoint Investment Partners Corp. 0.11% New 1,400 $311K
North Star Investment Management Corp. 0.02% No change 1,390 $309K
71 West Capital Partners 0.01% New 1,387 $309K
V-Square Quantitative Management LLC 0.03% Reduce -20.9% 1,382 $307K
Legacy Financial Advisors, Inc. 0.04% New 1,362 $303K
Versant Capital Management, Inc 0.03% Add +0.8% 1,343 $299K
EP Wealth Advisors, LLC 0.00% New 1,322 $294K
Deseret Mutual Benefit Administrators 0.10% Reduce -18.0% 1,314 $292K
Asset Management One Co., Ltd. 0.00% Add +6.6% 1,309 $291K
Qtron Investments LLC 0.04% New 1,308 $291K
Kestra Advisory Services, LLC 0.00% New 1,294 $288K
Kera Capital Partners, Inc. 0.03% Reduce -10.1% 1,277 $284K
Benjamin Edwards Inc. 0.00% New 1,275 $284K
Innealta Capital, LLC 0.15% New 1,261 $281K
Praxis Investment Management Inc. 0.01% New 1,258 $280K
MUFG Securities EMEA plc 0.00% Reduce -8.3% 1,256 $279K
Williams Jones Wealth Management, LLC. 0.00% New 1,250 $278K
Abacus Wealth Partners, LLC 0.03% New 1,238 $275K
Nomura Asset Management Co. Ltd. 0.00% Reduce -8.1% 1,232 $274K
Envestnet Portfolio Solutions, Inc. 0.00% New 1,206 $268K
Integrated Quantitative Investments LLC 0.04% New 1,204 $268K
Legato Capital Management LLC 0.02% New 1,204 $268K
Beverly Hills Private Wealth, LLC 0.05% Reduce -54.7% 1,184 $263K
BankChampaign, National Association 0.20% New 1,181 $263K
Cascade Financial Partners, LLC 0.02% New 1,167 $260K
BTG Pactual Asset Management US LLC 0.02% New 1,140 $254K
Boothbay Fund Management, LLC 0.00% Reduce -62.7% 1,135 $253K
AlphaCore Capital LLC 0.00% New 1,132 $252K
Maia Wealth LLC 0.04% New 1,131 $252K
Rockefeller Capital Management L.P. 0.00% Add +5.1% 1,119 $249K
DRW Securities, LLC 0.01% Reduce -18.7% 1,098 $244K
Kathmere Capital Management, LLC 0.01% New 1,091 $243K
Hudson Bay Capital Management LP 0.00% New 1,077 $240K
Atlantic Family Wealth, LLC 0.15% New 1,069 $238K
Bluespring Wealth Management, LLC 0.00% New 1,066 $237K
Meeder Advisory Services, Inc. 0.01% New 1,065 $237K
MSH Capital Advisors LLC 0.04% New 1,059 $236K
Farringdon Capital, Ltd. 0.12% Reduce -38.8% 1,058 $235K
Diametric Capital, LP 0.03% New 1,055 $235K
FIL Ltd 0.00% New 1,054 $234K
Optas, LLC 0.03% New 1,050 $234K
Edmp, Inc. 0.19% New 1,049 $233K
North Dakota State Investment Board 0.01% New 1,044 $232K
Bryn Mawr Trust Advisors, LLC 0.01% New 1,041 $232K
Brown Brothers Harriman & Co. 0.00% Add +64.0% 1,030 $229K
Claret Asset Management Corp 0.02% Reduce -36.5% 1,027 $229K
Hennion & Walsh Asset Management, Inc. 0.01% New 1,029 $229K
Northwestern Mutual Investment Management Company, LLC 0.00% New 1,029 $229K
STRS Ohio 0.00% Add +22.5% 1,029 $229K
Graticule Asia Macro Advisors LLC 0.02% New 1,020 $227K
PFG Investments, LLC 0.01% Reduce -90.6% 1,015 $226K
Commerce Bank 0.00% Reduce -84.2% 1,014 $226K
Fidelis Capital Partners, LLC 0.01% New 1,011 $225K
Pinebridge Investments LLC 0.00% Reduce -96.9% 1,010 $225K
Ballentine Partners, LLC 0.00% New 1,009 $224K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 970 $216K
Mufg Securities Americas Inc. 0.01% Add +4.7% 967 $215K
Gen-Wealth Partners Inc 0.06% Reduce -5.3% 962 $214K
Mather Group, Llc. 0.00% Reduce -6.5% 960 $214K
Panoramic Investment Advisors, LLC 0.10% New 951 $212K
Texas Yale Capital Corp. 0.00% New 950 $211K
Sigma Planning Corp 0.01% New 939 $209K
Rakuten Securities, Inc. 0.05% New 912 $203K
American Trust 0.02% New 900 $200K
GF Fund Management Co. LTD. 0.00% Reduce -17.1% 895 $199K
Securian Asset Management, Inc. 0.01% Reduce -11.1% 799 $189K
Parallel Advisors, LLC 0.00% Reduce -24.0% 775 $172K
Federated Hermes, Inc. 0.00% Add +447.9% 767 $171K
Smartleaf Asset Management LLC 0.01% No change 768 $169K
Horizon Investments, LLC 0.00% Add +2.9% 741 $165K
EverSource Wealth Advisors, LLC 0.01% Add +25.6% 736 $164K
Basepoint Wealth LLC 0.09% Reduce -3.9% 699 $156K
TD Private Client Wealth LLC 0.00% Add +21.6% 676 $150K
Estabrook Capital Management 0.02% No change 650 $145K
Nkcfo LLC 0.04% Add +23.5% 605 $135K
PEAK6 LLC 0.00% Reduce -96.6% 582 $129K
Canada Post Corp Registered Pension Plan 0.00% No change 558 $124K
Ares Systematic Credit Ltd 0.24% New 534 $119K
Signaturefd, LLC 0.00% Reduce -12.1% 523 $116K
CENTRAL TRUST Co 0.00% No change 519 $115K
Cassaday & Co Wealth Management LLC 0.00% No change 512 $114K
Clearstead Advisors, LLC 0.00% Reduce -68.1% 505 $112K
Covestor Ltd 0.06% Reduce -30.9% 488 $109K
Transamerica Financial Advisors, LLC 0.01% Add +6357.1% 452 $101K
Duncker Streett & Co. Inc. 0.02% No change 450 $100K
IFP Advisors, Inc 0.00% Add +32.4% 437 $97K
Blue Trust, Inc. 0.00% Reduce -34.6% 431 $96K
Resona Asset Management Co.,Ltd. 0.00% Reduce -2.9% 436 $96K
Quent Capital, LLC 0.01% Add +3.9% 422 $94K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.8% 411 $91K
SBI Securities Co., Ltd. 0.00% Reduce -0.5% 408 $91K
Mark Sheptoff Financial Planning, LLC 0.05% No change 400 $89K
Plato Investment Management Ltd 0.01% New 393 $87K
Larson Financial Group LLC 0.00% Add +5.0% 382 $85K
SJS Investment Consulting Inc. 0.01% Reduce -1.9% 371 $83K
NewEdge Advisors, LLC 0.00% Add +66.4% 361 $80K
Harbor Investment Advisory, LLC 0.01% No change 360 $80K
Parkside Financial Bank & Trust 0.01% Reduce -0.3% 347 $77K
Employees Retirement System of Texas 0.00% No change 347 $77K
TD Waterhouse Canada Inc. 0.00% No change 325 $74K
Compass Financial Management LLC 0.01% — 314 $72K
Cromwell Holdings LLC 0.03% No change 306 $68K
Costello Asset Management, INC 0.02% Add +200.0% 300 $67K
McDonald Partners LLC 0.02% New 300 $67K
Sankala Group LLC 0.04% No change 362 $64K
Ameritas Investment Partners, Inc. 0.00% Reduce -11.7% 288 $64K
Elevation Wealth Partners, LLC 0.02% No change 271 $60K
City Holding Co. 0.01% Reduce -14.8% 260 $58K
Basecamp Wealth Advisors LLC 0.01% No change 217 $48K
Copia Wealth Management 0.03% No change 202 $45K
Peterson Wealth Management 0.02% No change 200 $44K
CVA Family Office, LLC 0.00% Add +2.8% 187 $42K
Ossiam 0.00% Reduce -45.5% 181 $40K
True Wealth Design, LLC 0.01% Add +55.0% 172 $38K
Hughes Financial Services, LLC 0.00% Add +3.3% 157 $35K
Tema ETFs LLC 0.00% No change 156 $35K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -2.5% 155 $34K
UMB Bank, n.a. 0.00% Reduce -14.7% 139 $31K
Westside Investment Management, Inc. 0.00% No change 134 $30K
Huntington National Bank 0.00% Reduce -6.7% 126 $28K
Coastline Trust Co 0.00% No change 125 $28K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.3% 116 $26K
IFG Advisory, LLC 0.00% New 114 $25K
Essential Partners LLC 0.01% Add +26.1% 111 $25K
Private Wealth Management Group, LLC 0.01% No change 110 $24K
Assetmark, Inc. 0.00% Add +12.0% 103 $23K
Buck Wealth Strategies, LLC 0.00% New 100 $22K
LRI Investments, LLC 0.00% Add +292.0% 98 $22K
Triumph Capital Management 0.00% No change 96 $21K
Strengthening Families & Communities, LLC 0.00% No change 94 $21K
CYBER HORNET ETFs LLC 0.01% Reduce -9.4% 87 $19K
Caitong International Asset Management Co., Ltd 0.00% Reduce -26.8% 82 $18K
Sachetta, LLC 0.01% Add +97.5% 79 $18K
Fortitude Family Office, LLC 0.00% Add +1.3% 77 $17K
Capital Advisors, Ltd. LLC 0.00% Reduce -21.9% 75 $17K
Private Trust Co. NA 0.00% No change 76 $17K
Adirondack Trust Co. 0.01% No change 75 $17K
Bank of New Hampshire 0.00% No change 75 $17K
Torren Management, LLC 0.01% No change 74 $16K
Salem Investment Counselors Inc. 0.00% No change 72 $16K
Rosenberg Matthew Hamilton 0.00% No change 68 $15K
Steigerwald, Gordon & Koch Inc. 0.00% No change 66 $15K
Physician Wealth Advisors, Inc. 0.00% No change 62 $14K
Cedar Mountain Advisors, LLC 0.00% No change 60 $13K
CoreCap Advisors, LLC 0.00% New 60 $13K
Persistent Asset Partners Ltd 0.00% New 58 $13K
Prestige Wealth Management Group LLC 0.00% Add +18.8% 57 $13K
Aquatic Capital Management LLC 0.00% Reduce -99.9% 56 $12K
GW&K Investment Management, LLC 0.00% Add +40.5% 52 $12K
Front Row Advisors LLC 0.00% No change 65 $12K
AdvisorNet Financial, Inc 0.00% Add +642.9% 52 $12K
Wealth Enhancement Trust Services, Inc. 0.00% New 51 $11K
Manchester Capital Management LLC 0.00% No change 50 $11K
Highline Wealth Partners LLC 0.00% Add +880.0% 49 $11K
Grove Bank & Trust 0.00% No change 48 $11K
Activest Wealth Management 0.00% Add +487.5% 47 $10K
JFS Wealth Advisors, LLC 0.00% Add +21.1% 46 $10K
J.Safra Asset Management Corp 0.00% No change 46 $10K
MV Capital Management, Inc. 0.00% No change 45 $10K
Owl Creek Wealth Partners LLC 0.00% No change 44 $10K
Millstone Evans Group, LLC 0.01% No change 44 $10K
WPG Advisers, LLC 0.01% No change 40 $9K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 40 $9K
Fiduciary Financial Advisors 0.00% New 41 $9K
Zions Bancorporation, National Association 0.00% Reduce -65.5% 38 $8K
TIAA Wealth Investment Management LLC 0.00% No change 38 $8K
Clearstead Trust, LLC 0.00% New 37 $8K
Bogart Wealth, LLC 0.00% Add +54.5% 34 $8K
1620 Investment Advisors, Inc. 0.00% No change 33 $7K
Asset Dedication, LLC 0.00% New 33 $7K
Farmers & Merchants Investments Inc. 0.00% No change 31 $7K
JPL Wealth Management, LLC 0.00% Add +20.8% 29 $6K
Keating Financial Advisory Services, Inc. 0.00% Reduce -3.6% 27 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 28 $6K
Rialto Wealth Management, LLC 0.00% Add +14.3% 24 $5K
Aspect Partners, LLC 0.00% No change 24 $5K
Bell Investment Advisors, Inc 0.00% No change 21 $5K
Mb, Levis & Associates, LLC 0.00% New 20 $4K
MidFirst Bank 0.00% Add +137.5% 19 $4K
Ameriflex Group, Inc. 0.00% New 18 $4K
Boyd Watterson Asset Management LLC 0.00% No change 18 $4K
Rossby Financial, LCC 0.00% Reduce -14.3% 18 $4K
Walleye Capital LLC 0.00% Add +1700.0% 18 $4K
Inspire Investing, LLC 0.00% No change 17 $4K
William B. Walkup & Associates, Inc. 0.00% New 17 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +21.4% 17 $4K
Creative Capital Management Investments LLC 0.00% New 16 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $3K
Raffa Wealth Management, LLC 0.00% No change 13 $3K
Burk Holdings LLC 0.00% No change 12 $3K
Crewe Advisors LLC 0.00% New 11 $2K
HFM Investment Advisors, LLC 0.00% Add +100.0% 10 $2K
Bare Financial Services, Inc 0.00% No change 9 $2K
Spire Wealth Management 0.00% Add +12.5% 9 $2K
Summit Securities Group LLC 0.00% Reduce -98.4% 8 $2K
TFC Financial Management, Inc. 0.00% No change 8 $2K
SHP Wealth Management 0.00% Add +700.0% 8 $2K
Bartlett & Co. Wealth Management LLC 0.00% Add +700.0% 8 $2K
Cornerstone Financial Management LLC 0.00% No change 7 $2K
SouthState Bank Corp 0.00% No change 6 $1K
Cornerstone Planning Group LLC 0.00% No change 5 $1K
Wolff Wiese Magana LLC 0.00% No change 5 $1K
Spectrum Wealth Advisory Group, LLC 0.00% New 5 $1K
Wilmington Savings Fund Society, FSB 0.00% New 5 $1K
Dunhill Financial, LLC 0.00% No change 4 $1K
Leonteq Securities AG 0.00% Reduce -98.8% 4 $890
Harbour Investments, Inc. 0.00% No change 4 $890
BOK Financial Private Wealth, Inc. 0.00% New 4 $890
Quaker Wealth Management, LLC 0.00% No change 3 $668
Arlington Trust Co LLC 0.00% No change 3 $667
DecisionPoint Financial, LLC 0.00% New 2 $457
Seneschal Advisors, LLC 0.00% No change 2 $445
American Capital Advisory, LLC 0.00% No change 2 $445
Nemes Rush Group LLC 0.00% No change 2 $445
Maryland Capital Advisors Inc. 0.00% — 1 $223
Kilter Group LLC 0.00% No change 1 $223
Clark Wealth Partners 0.00% New 1 $223
Valley National Advisers Inc. 0.00% New 1 $223
Planning Strategies Inc. 0.00% — 1 $222
WestEnd Advisors, LLC 0.00% No change 1 $222
Avion Wealth 0.00% No change 4 $0
Navigoe, LLC 0.00% New 3 $0

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