EquifaxEFX

13F holders, Q1 2024 (March 31)
767holders
12famous investors
$267.31avg. 13F price*

At the end of Q1 2024, 767 institutions reported holding Equifax Inc. (EFX) in their 13F filings. The largest holders were Capital International Investors ($3.8B), Vanguard Group Inc. ($3.8B) and BlackRock Inc. ($2.9B). 12 famous investors held it, including Terry Smith (0.5% of Fundsmith's portfolio), Tom Gayner (0.3% of Markel Group's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).

Company
Equifax Inc.
Sector
Finance
CUSIP
294429105
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 767Q1 2024Q2 2024: 759Q2 2024Q3 2024: 837Q3 2024Q4 2024: 849Q4 2024Q1 2025: 813Q1 2025Q2 2025: 863Q2 2025Q3 2025: 857Q3 2025Q4 2025: 896Q4 2025Q1 2026: 875Q1 2026Q2 2026: 838Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions85$392.1M
Exits45$27.8M

Ownership 767 holders

Capital International Investors 0.76% Add +2.5% 14,045,398 $3.8B
Vanguard Group Inc. 0.07% Add +1.0% 14,033,448 $3.8B
BlackRock Inc. 0.07% Add +1.3% 10,654,766 $2.9B
Morgan Stanley 0.11% Reduce -6.8% 5,055,548 $1.4B
State Street Corp. 0.06% Add +0.8% 4,723,849 $1.3B
Massachusetts Financial Services Co. 0.33% Reduce -24.4% 4,076,133 $1.1B
T. Rowe Price Investment Management, Inc. 0.66% Reduce -16.7% 4,046,598 $1.1B
Generation Investment Management LLP 4.05% Reduce -14.1% 3,313,221 $886.4M
Kayne Anderson Rudnick Investment Management LLC 1.84% Add +15.2% 2,974,470 $795.7M
Geode Capital Management, LLC 0.07% Add +3.3% 2,796,387 $746.0M
FMR LLC 0.05% Add +6.0% 2,512,134 $672.0M
Invesco Ltd. 0.14% Reduce -5.0% 2,382,874 $637.5M
Parnassus Investments, LLC 1.18% Reduce -1.0% 2,065,043 $552.4M
Cantillon Capital Management LLC 3.32% Reduce -2.0% 1,975,502 $528.5M
Jensen Investment Management Inc. 3.14% Reduce -0.8% 1,536,866 $411.1M
Van Eck Associates Corp. 0.62% Reduce -2.6% 1,531,901 $409.8M
T. Rowe Price Associates Inc. 0.05% Add +72.0% 1,514,093 $405.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.53% Reduce -0.6% 1,441,213 $385.6M
Marshall Wace, LLP 0.50% Add +5.7% 1,117,227 $298.9M
Northern Trust Corp. 0.05% Reduce -10.5% 1,099,735 $294.2M
Norges Bank 0.04% Add +25.4% 1,035,278 $277.0M
Bank of New York Mellon Corp 0.05% Reduce -7.0% 1,000,531 $267.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.27% New 863,489 $231.0M
Macquarie Group Ltd. 0.25% Add +5.5% 827,455 $221.4M
Bessemer Group Inc. 0.39% Reduce -13.2% 813,670 $217.7M
Neuberger Berman Group LLC 0.18% Reduce -11.7% 796,072 $213.0M
Artisan Partners Limited Partnership 0.29% Add +44.3% 739,953 $198.0M
Intermede Investment Partners Ltd 3.95% Reduce -6.2% 724,421 $193.8M
Kensico Capital Management Corp. 6.39% Reduce -9.8% 723,200 $193.5M
Goldman Sachs Group Inc. 0.04% Reduce -5.8% 696,291 $186.3M
Legal & General Group Plc 0.05% Add +0.6% 694,696 $185.8M
Ako Capital LLP 2.52% Reduce -0.4% 663,812 $177.6M
Charles Schwab Investment Management Inc. 0.04% Add +1.9% 660,600 $176.7M
Veritas Asset Management LLP 1.27% Reduce -53.9% 656,305 $175.6M
Boston Partners 0.21% Add +4.3% 652,631 $174.5M
Bank of America Corp. 0.02% Add +14.9% 641,702 $171.7M
Pictet Asset Management Holding SA 0.18% Reduce -0.7% 627,117 $167.7M
Franklin Resources Inc. 0.05% Add +268.2% 617,353 $165.2M
Ensign Peak Advisors, Inc 0.28% Add +2.9% 568,940 $152.2M
Wells Fargo & Company 0.04% Add +6.6% 536,659 $143.6M
Mackenzie Financial Corp. 0.20% Reduce -3.2% 505,599 $135.3M
Dimensional Fund Advisors LP 0.04% Reduce -0.5% 502,854 $134.5M
American Century Companies Inc. 0.08% Add +7041.9% 476,720 $127.5M
Fundsmith 0.49% Reduce -2.6% 472,805 $126.5M
JPMorgan Chase & Co. 0.01% Add +33.5% 443,380 $118.6M
Credit Suisse AG/ 0.11% Reduce -5.3% 435,563 $116.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -30.4% 422,987 $113.2M
Aviva PLC 0.38% Reduce -9.0% 416,990 $111.6M
Harris Associates (Oakmark Funds) 0.16% Reduce -65.2% 373,378 $99.9M
Raymond James & Associates 0.07% Add +8.7% 371,838 $99.5M
Swiss National Bank 0.07% Reduce -3.9% 369,000 $98.7M
TD Asset Management Inc 0.08% Add +6.3% 323,183 $86.5M
Baird Financial Group, Inc. 0.18% Reduce -10.4% 317,723 $85.0M
New York State Common Retirement Fund 0.11% Reduce -7.6% 305,458 $81.7M
Russell Investments Group, Ltd. 0.13% Add +1.5% 302,209 $80.8M
Rathbones Group PLC 0.45% Add +0.2% 293,200 $78.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +1.1% 292,914 $78.4M
GFI Investment Counsel Ltd. 9.53% Add +0.1% 281,145 $75.2M
Federated Hermes, Inc. 0.17% Add +5.8% 273,329 $73.1M
Burgundy Asset Management Ltd. 0.75% Reduce -15.8% 272,451 $72.9M
Nuveen Asset Management, LLC 0.02% Reduce -13.1% 269,258 $72.0M
Envestnet Asset Management Inc. 0.03% Add +10.9% 262,492 $70.2M
Frontier Capital Management Co. LLC 0.63% Reduce -5.9% 251,493 $67.3M
Rhumbline Advisers 0.06% Add +0.1% 240,557 $64.4M
HSBC Holdings PLC 0.05% Add +9.8% 238,088 $63.7M
TimesSquare Capital Management, LLC 0.87% Add +22.9% 223,060 $59.7M
California Public Employees Retirement System 0.04% Reduce -3.0% 211,955 $56.7M
California State Teachers Retirement System 0.07% Add +1.7% 200,792 $53.7M
CIBC Asset Management Inc 0.18% Add +25.2% 195,128 $52.2M
Deutsche Bank AG 0.02% Reduce -26.9% 187,283 $50.1M
Adage Capital Partners Gp, L.L.C. 0.09% Add +57.8% 180,800 $48.4M
UBS Group AG 0.01% Add +65.4% 163,720 $43.8M
ZWJ Investment Counsel Inc. 1.91% Reduce -0.1% 156,790 $41.9M
Barclays PLC 0.02% Reduce -41.3% 156,300 $41.8M
National Pension Service 0.05% Reduce -5.8% 154,780 $41.4M
Ceredex Value Advisors LLC 0.72% Reduce -60.3% 154,250 $41.3M
Weitz Investment Management, Inc. 2.07% No change 153,500 $41.1M
Abn Amro Investment Solutions 0.71% Reduce -8.8% 152,968 $40.9M
Investment Management Corp of Ontario 1.17% Reduce -0.6% 146,941 $39.3M
Sei Investments Co. 0.06% Add +9.6% 146,585 $39.2M
Principal Financial Group Inc. 0.02% Add +0.0% 143,068 $38.3M
Greenhouse Funds LLLP 2.36% Reduce -41.8% 139,906 $37.4M
Alliancebernstein L.P. 0.01% Reduce -39.5% 138,758 $37.1M
Wellington Management Group LLP 0.01% Reduce -10.5% 137,356 $36.7M
Royal Bank of Canada 0.01% Reduce -15.9% 131,938 $35.3M
Mediolanum International Funds Ltd 0.57% — 134,203 $35.2M
Dundas Partners LLP 2.77% No change 131,425 $35.2M
Citadel Advisors 0.03% Reduce -35.9% 130,535 $34.9M
No Street GP LP 3.05% No change 130,000 $34.8M
CANADA LIFE ASSURANCE Co 0.07% Add +14.2% 126,856 $34.0M
C Partners Holding GmbH 9.13% No change 116,896 $31.3M
New York State Teachers Retirement System 0.06% Reduce -0.2% 115,187 $30.8M
Danske Bank A/S 0.09% — 108,905 $29.1M
North Star Asset Management Inc. 1.35% Reduce -1.2% 106,671 $28.5M
State Board of Administration of Florida Retirement System 0.06% Add +4.4% 133,399 $27.1M
Investors Asset Management of Georgia Inc. /Ga/ 12.42% Reduce -1.7% 98,554 $26.4M
Vaughan Nelson Investment Management, L.P. 0.23% Add +15.6% 97,931 $26.2M
Markel Group 0.26% No change 97,850 $26.2M
Citigroup Inc. 0.03% Add +14.2% 96,998 $25.9M
Amundi 0.01% Add +5.0% 115,909 $25.2M
Stifel Financial Corp. 0.03% Add +6.4% 93,517 $25.0M
NS Partners Ltd 1.14% Reduce -2.4% 92,380 $24.7M
Bank of Montreal 0.01% Reduce -10.0% 91,320 $24.7M
Boston Financial Mangement LLC 0.78% New 91,966 $24.6M
Asset Management One Co., Ltd. 0.09% Add +1.2% 91,553 $24.5M
Millennium Management 0.02% Add +227.7% 86,603 $23.2M
Prudential Financial Inc. 0.03% Reduce -1.7% 85,590 $22.9M
Ameriprise Financial Inc. 0.01% Reduce -11.6% 85,050 $22.8M
Mar Vista Investment Partners LLC 0.94% New 80,661 $21.6M
Capital International, Inc. 0.29% Add +18.8% 80,196 $21.5M
Natixis Advisors, LLC 0.05% Add +7.2% 79,382 $21.2M
HighTower Advisors, LLC 0.03% Reduce -6.3% 76,580 $20.5M
State of Wisconsin Investment Board 0.05% Add +12.3% 74,877 $20.0M
Manufacturers Life Insurance Company, The 0.02% Reduce -11.2% 74,036 $19.8M
Storebrand Asset Management As 0.07% Add +1.8% 73,813 $19.7M
State of New Jersey Common Pension Fund D 0.06% No change 68,975 $18.5M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -0.8% 68,677 $18.4M
Generate Investment Management Ltd 1.44% Add +99.9% 68,664 $18.4M
Rbo & Co. LLC 3.04% Reduce -0.1% 68,143 $18.2M
APG Asset Management N.V. 0.03% Add +28.0% 72,377 $17.9M
M&G PLC 0.12% — 66,618 $17.9M
Brown Advisory Inc. 0.02% Add +24.7% 66,515 $17.8M
BNP Paribas Financial Markets 0.02% Reduce -35.3% 66,073 $17.7M
Tudor Investment Corporation 0.21% Add +829.8% 65,417 $17.5M
Signaturefd, LLC 0.37% Reduce -3.3% 65,130 $17.4M
Old National Bancorp 0.41% Add +4.0% 64,749 $17.3M
Voya Investment Management LLC 0.02% Reduce -3.0% 64,618 $17.3M
Soros Capital Management LLC 4.69% New 63,900 $17.1M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -2.8% 63,438 $17.0M
Schonfeld Strategic Advisors LLC 0.13% Reduce -70.5% 63,220 $16.9M
State of Tennessee, Department of Treasury 0.06% Add +233.0% 62,902 $16.8M
Truist Financial Corp. 0.03% Add +3.2% 61,705 $16.5M
Capital Group Private Client Services, Inc. 0.16% Add +664.3% 60,338 $16.1M
Glenmede Trust Co. NA 0.08% Reduce -3.4% 59,147 $15.8M
Blair William & Co. 0.05% Reduce -1.6% 59,087 $15.8M
Gillson Capital LP 1.49% Add +102.6% 58,500 $15.7M
Treasurer of the State of North Carolina 0.06% Reduce -2.1% 54,445 $14.6M
LPL Financial LLC 0.01% Add +14.8% 54,442 $14.6M
Montag A & Associates Inc. 0.73% Reduce -1.5% 54,371 $14.5M
Robeco Institutional Asset Management B.V. 0.03% Reduce -15.9% 53,424 $14.3M
Royal London Asset Management Ltd. 0.04% Reduce -1.9% 52,462 $14.0M
Aberdeen Group plc 0.03% Add +0.1% 51,156 $13.7M
1832 Asset Management L.P. 0.02% Add +1164.0% 50,914 $13.6M
Mn Services Vermogensbeheer B.V. 0.10% Reduce -14.6% 49,800 $13.3M
Victory Capital Management Inc. 0.01% Reduce -6.0% 49,435 $13.2M
Capital International Sarl 0.44% Add +5.7% 49,327 $13.2M
Qube Research & Technologies Ltd 0.02% Add +219.2% 49,243 $13.2M
Public Employees Retirement System of Ohio 0.05% Reduce -8.6% 46,657 $12.5M
Oribel Capital Management, LP 1.40% Reduce -74.9% 45,600 $12.2M
Varma Mutual Pension Insurance Co 0.10% Add +144.3% 43,000 $11.5M
Capital International Ltd. 0.55% No change 42,632 $11.4M
First Trust Advisors LP 0.01% New 42,402 $11.3M
Swedbank AB 0.02% Add +1.2% 40,696 $10.9M
Resona Asset Management Co.,Ltd. 0.06% — 40,190 $10.8M
Kornitzer Capital Management Inc. 0.19% No change 38,412 $10.3M
Fred Alger Management, LLC 0.05% New 37,395 $10.0M
DekaBank Deutsche Girozentrale 0.02% Add +85.8% 37,902 $9.9M
Janney Montgomery Scott LLC 0.03% Add +8.8% 36,877 $9.9M
Toronto Dominion Bank 0.02% Reduce -33.2% 36,870 $9.9M
Korea Investment CORP 0.02% Reduce -8.1% 35,410 $9.5M
Federation des caisses Desjardins du Quebec 0.07% Add +3.1% 37,918 $9.4M
PNC Financial Services Group, Inc. 0.01% Add +2.4% 34,724 $9.3M
Artemis Investment Management LLP 0.12% Reduce -28.4% 34,381 $9.2M
ICICI Prudential Asset Management Co Ltd 1.03% No change 33,975 $9.1M
Arizona State Retirement System 0.06% Add +0.5% 33,891 $9.1M
State of Michigan Retirement System 0.05% No change 33,778 $9.0M
Creative Planning 0.01% Add +0.2% 33,626 $9.0M
American International Group, Inc. 0.03% Reduce -0.6% 33,412 $8.9M
Nomura Asset Management Co. Ltd. 0.03% Add +2.5% 32,754 $8.8M
Toth Financial Advisory Corp. 1.09% Reduce -0.1% 32,646 $8.7M
Susquehanna International Group, LLP 0.01% Reduce -60.6% 32,439 $8.7M
Moneta Group Investment Advisors LLC 0.14% Reduce -2.0% 32,368 $8.7M
MetLife Investment Management, LLC 0.06% Reduce -3.1% 32,326 $8.6M
Detalus Advisors, LLC 2.76% No change 28,909 $7.7M
National Bank of Canada 0.01% Reduce -4.7% 31,223 $7.5M
Knuff & Co LLC 2.45% Reduce -2.1% 27,300 $7.3M
Retirement Systems of Alabama 0.03% Add +0.2% 27,214 $7.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +0.3% 27,068 $7.2M
Allen Mooney & Barnes Investment Advisors LLC 1.38% Reduce -0.2% 28,801 $7.2M
Nisa Investment Advisors, LLC 0.05% Reduce -0.3% 26,678 $7.1M
Amalgamated Bank 0.06% Reduce -15.7% 26,221 $7.0M
IFM Investors Pty Ltd 0.07% Reduce -0.4% 25,661 $6.9M
Texas Permanent School Fund Corp. 0.05% Add +0.2% 25,487 $6.8M
Xponance LLC 0.07% Add +4.0% 25,399 $6.8M
Forsta Ap-Fonden 0.06% Add +12.7% 24,800 $6.6M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +2.4% 24,676 $6.6M
Brookstone Capital Management 0.12% Reduce -1.0% 24,590 $6.6M
Compound Global Advisors, LLC 1.16% New 24,472 $6.5M
Avanda Investment Management Pte. Ltd. 0.86% New 23,991 $6.4M
Walleye Capital LLC 0.08% New 23,536 $6.3M
USS Investment Management Ltd 0.05% Add +6.6% 23,057 $6.2M
Corient Private Wealth LP 0.01% Add +1.9% 22,606 $6.0M
DNB Asset Management AS 0.03% Add +2.3% 22,333 $6.0M
Comerica Bank 0.03% Add +1.1% 22,178 $5.9M
Blue Zone Wealth Advisors, LLC 2.00% Add +1.3% 21,739 $5.8M
Czech National Bank 0.07% Add +0.5% 21,694 $5.8M
Utah Retirement Systems 0.07% No change 21,091 $5.6M
Raymond James Trust N.A. 0.14% Add +0.9% 21,084 $5.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -1.1% 20,419 $5.5M
Letson Investment Management, Inc. 2.27% No change 20,063 $5.4M
Handelsbanken Fonder AB 0.02% Reduce -0.6% 19,949 $5.3M
Tredje AP-fonden 0.05% Add +1.3% 19,675 $5.3M
Jane Street Group, LLC 0.01% Reduce -14.9% 19,560 $5.2M
SG Americas Securities, LLC 0.03% Add +48.4% 19,343 $5.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -2.0% 19,244 $5.1M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -46.6% 19,103 $5.1M
Riverbridge Partners LLC 0.06% Reduce -1.3% 18,866 $5.0M
New York Life Investment Management LLC 0.05% Reduce -3.3% 18,648 $5.0M
Biltmore Family Office, LLC 0.94% Reduce -3.2% 17,928 $4.8M
Commerce Bank 0.03% Reduce -1.8% 17,396 $4.7M
Allianz Asset Management GmbH 0.01% Reduce -3.8% 17,327 $4.6M
Sentry LLC 0.87% No change 17,315 $4.6M
Firetrail Investments PTY Ltd. 3.79% New 17,203 $4.6M
Nomura Holdings Inc. 0.04% Add +363.5% 17,192 $4.6M
Vestmark Advisory Solutions, Inc. 0.20% Add +8.1% 17,105 $4.6M
Cetera Investment Advisers 0.01% Add +183.0% 17,015 $4.6M
Agf Management Ltd. 0.03% No change 16,971 $4.5M
Fairbanks Capital Management, Inc. 3.13% Reduce -18.8% 16,971 $4.5M
Butensky & Cohen Financial Security, Inc. 1.40% Reduce -2.5% 16,818 $4.5M
HB Wealth Management, LLC 0.06% Reduce -1.2% 16,757 $4.5M
Canada Pension Plan Investment Board 0.00% Reduce -20.6% 16,713 $4.5M
Aquatic Capital Management LLC 0.14% New 16,400 $4.4M
Yousif Capital Management, LLC 0.05% Reduce -2.0% 16,311 $4.4M
Mutual of America Capital Management LLC 0.05% Reduce -2.2% 16,172 $4.3M
Manning & Napier Group, LLC 0.05% New 16,058 $4.3M
Cerity Partners LLC 0.01% Add +177.5% 15,867 $4.2M
Mariner, LLC 0.01% Add +17.4% 15,793 $4.2M
ProShare Advisors LLC 0.01% Reduce -3.3% 15,705 $4.2M
Clearfield Capital Management LP 3.56% New 15,700 $4.2M
MML Investors Services, LLC 0.02% Add +8.4% 15,522 $4.2M
Thompson Investment Management, Inc. 0.63% Reduce -1.8% 15,419 $4.1M
Janus Henderson Group PLC 0.00% Reduce -7.3% 15,231 $4.1M
Brown Capital Management LLC 0.07% Reduce -1.1% 15,221 $4.1M
Arlington Partners LLC 2.05% No change 15,045 $4.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +9.6% 18,348 $4.0M
Legacy Advisors, LLC 0.50% Add +1.8% 14,807 $4.0M
Nissay Asset Management Corp. /Japan 0.03% Add +2.2% 14,775 $4.0M
NewEdge Wealth, LLC 0.09% Add +10.3% 17,589 $3.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +4.1% 14,712 $3.9M
Brasada Capital Management, LP 0.70% New 14,604 $3.9M
Crawford Investment Counsel Inc. 0.07% Reduce -1.5% 14,557 $3.9M
KBC Group NV 0.01% Reduce -47.1% 14,218 $3.8M
Bank of Nova Scotia 0.01% Reduce -3.1% 14,048 $3.8M
Commonwealth Equity Services, LLC 0.01% Reduce -1.4% 13,850 $3.7M
D. E. Shaw & Co. 0.01% New 13,814 $3.7M
NJ State Employees Deferred Compensation Plan 0.46% No change 13,700 $3.7M
Ethic Inc. 0.09% Add +23.6% 13,699 $3.7M
Pinebridge Investments, L.P. 0.03% Reduce -89.3% 13,471 $3.6M
State of Alaska, Department of Revenue 0.04% Add +0.5% 13,371 $3.6M
US Bancorp \de 0.01% Reduce -0.5% 13,306 $3.6M
Cresset Asset Management, LLC 0.02% Add +87.7% 13,144 $3.5M
Public Employees Retirement Association of Colorado 0.02% Reduce -4.4% 13,081 $3.5M
PEAK6 Investments LLC 0.17% Reduce -68.1% 12,733 $3.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +11.7% 12,641 $3.4M
Natixis 0.02% New 12,613 $3.4M
Cibc World Markets Corp. 0.02% Reduce -22.1% 12,348 $3.3M
SYSTM Wealth Solutions LLC 0.42% Reduce -1.7% 12,331 $3.3M
Daiwa Securities Group Inc. 0.02% Add +9.5% 12,134 $3.2M
Moore Capital Management, LP 0.07% Add +69.3% 12,133 $3.2M
Harbor Advisors LLC 0.59% No change 12,000 $3.2M
Nicola Wealth Management LTD. 0.31% No change 12,000 $3.2M
Captrust Financial Advisors 0.01% Reduce -25.2% 11,971 $3.2M
Hillman Capital Management, Inc. 1.02% Reduce -1.2% 11,894 $3.2M
Rafferty Asset Management, LLC 0.01% Reduce -4.9% 11,735 $3.1M
Man Group plc 0.01% Reduce -38.7% 11,529 $3.1M
TD Private Client Wealth LLC 0.10% Reduce -0.2% 11,372 $3.0M
AIA Group Ltd 0.10% Add +43.6% 11,372 $3.0M
Atria Investments, Inc 0.04% Reduce -3.3% 11,305 $3.0M
Elo Mutual Pension Insurance Co 0.07% Add +4.8% 11,259 $3.0M
Lighthouse Investment Partners, LLC 0.18% New 11,165 $3.0M
Townsquare Capital LLC 0.04% Add +81.9% 11,096 $3.0M
Jump Financial, LLC 0.08% Add +994.3% 10,987 $2.9M
Nordea Investment Management AB 0.00% Add +14.6% 10,922 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.6% 10,866 $2.9M
Envestnet Portfolio Solutions, Inc. 0.01% Add +8.1% 10,827 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +6.9% 10,571 $2.8M
Boothbay Fund Management, LLC 0.09% Reduce -73.8% 10,555 $2.8M
Oregon Public Employees Retirement Fund 0.06% Add +9.7% 10,547 $2.8M
Annandale Capital, LLC 0.63% No change 10,375 $2.8M
M&T Bank Corp 0.01% Add +10.6% 10,262 $2.7M
Gulf International Bank (UK) Ltd 0.07% Add +0.8% 10,125 $2.7M
Lindsell Train Ltd 0.06% No change 10,300 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.7% 10,057 $2.7M
RBF Capital, LLC 0.15% No change 10,000 $2.7M
Olstein Capital Management, L.P. 0.44% Reduce -25.9% 10,000 $2.7M
Burney Co./ 0.10% Reduce -2.5% 9,789 $2.6M
Cary Street Partners Investment Advisory LLC 0.11% Add +0.1% 9,604 $2.6M
SpiderRock Advisors, LLC 0.08% — 9,963 $2.5M
GW Henssler & Associates Ltd. 0.15% New 9,459 $2.5M
Kentucky Retirement Systems 0.07% Reduce -5.0% 9,364 $2.5M
Capital Group Investment Management Pte. LTD. 0.44% Add +1.4% 9,086 $2.4M
Northwest Investment Counselors, LLC 0.59% Add +0.3% 8,983 $2.4M
ING Groep NV 0.02% Add +505.6% 8,896 $2.4M
South Dakota Investment Council 0.05% No change 8,885 $2.4M
Pacer Advisors, Inc. 0.01% Reduce -13.9% 8,807 $2.4M
Cornerstone Wealth Management, LLC 0.19% Add +0.2% 8,758 $2.3M
Reynders McVeigh Capital Management, LLC 0.13% Reduce -4.4% 8,612 $2.3M
Maryland State Retirement & Pension System 0.05% Add +2.8% 9,562 $2.3M
Vanguard Personalized Indexing Management, LLC 0.05% Add +24.8% 8,281 $2.2M
Pathstone Holdings, LLC 0.01% Reduce -0.5% 8,206 $2.2M
Bridgewater Associates 0.01% Add +49.9% 8,107 $2.2M
Candriam S.C.A. 0.01% Add +8.7% 8,030 $2.1M
Hartford Investment Management Co. 0.08% Reduce -4.0% 7,980 $2.1M
Thrivent Financial for Lutherans 0.00% Reduce -1.3% 7,482 $2.0M
Assenagon Asset Management S.A. 0.01% Reduce -36.4% 7,401 $2.0M
Penobscot Investment Management Company, Inc. 0.21% Reduce -10.4% 7,350 $2.0M
Schroder Investment Management Group 0.00% Add +2.8% 7,294 $2.0M
Florida Trust Wealth Management Co 0.07% Add +0.1% 7,281 $1.9M
Securian Asset Management, Inc. 0.06% Reduce -6.7% 7,250 $1.9M
Rockland Trust Co. 0.10% No change 7,200 $1.9M
Louisiana State Employees Retirement System 0.04% Reduce -4.0% 7,200 $1.9M
XTX Topco Ltd 0.25% Add +360.4% 7,048 $1.9M
Ieq Capital, LLC 0.03% Add +26.7% 7,022 $1.9M
Wellington Shields & Co., LLC 0.60% Reduce -6.9% 6,729 $1.8M
Credit Agricole S A 0.03% Add +95.7% 8,190 $1.8M
Exchange Capital Management, Inc. 0.29% Reduce -0.3% 6,570 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -75.5% 6,547 $1.8M
Point72 Asset Management 0.01% New 6,396 $1.7M
O'shaughnessy Asset Management, LLC 0.02% Add +26.2% 6,331 $1.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +201.5% 6,287 $1.7M
Allianz SE 0.05% — 6,249 $1.7M
New Mexico Educational Retirement Board 0.06% Reduce -3.1% 6,205 $1.7M
Builder Investment Group Inc. 0.48% No change 6,153 $1.6M
Evoke Wealth, LLC 0.05% New 6,054 $1.6M
Long Road Investment Counsel, LLC 0.67% No change 5,966 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.4% 5,948 $1.6M
Fiduciary Trust Co 0.02% No change 5,946 $1.6M
Power Wealth Management LLC 1.00% New 5,933 $1.6M
Seven Eight Capital, LP 0.17% Reduce -9.6% 5,928 $1.6M
Crossmark Global Holdings, Inc. 0.03% Add +1.8% 5,928 $1.6M
Ycg, LLC 0.13% Reduce -45.5% 6,000 $1.6M
Financiere des Professionnels - Fonds d'investissement inc. 0.13% Reduce -58.8% 5,892 $1.6M
Droms Strauss Advisors Inc. /Mo/ 0.58% Reduce -6.4% 5,887 $1.6M
Dynasty Wealth Management, LLC 0.05% — 5,766 $1.5M
Orion Porfolio Solutions, LLC 0.02% Reduce -46.6% 5,725 $1.5M
Orion Portfolio Solutions, LLC 0.02% Reduce -46.6% 5,725 $1.5M
Capital Investment Advisors, LLC 0.03% Reduce -7.0% 5,605 $1.5M
Wellington Shields Capital Management, LLC 0.27% Reduce -12.1% 5,438 $1.5M
E. Ohman J:or Asset Management AB 0.04% Add +20.0% 5,400 $1.4M
Pegasus Partners Ltd. 0.15% Reduce -11.8% 5,274 $1.4M
Assetmark, Inc. 0.00% Add +8.9% 5,273 $1.4M
UNIVEST FINANCIAL Corp 0.40% No change 5,250 $1.4M
Quantinno Capital Management LP 0.03% Add +18.2% 5,096 $1.4M
Metis Global Partners, LLC 0.05% Reduce -0.2% 5,085 $1.4M
UniSuper Management Pty Ltd 0.01% Add +325.7% 5,066 $1.4M
Integrated Wealth Concepts LLC 0.02% Add +39.2% 5,042 $1.3M
Synovus Financial Corp. 0.02% Add +0.6% 5,024 $1.3M
PDT Partners, LLC 0.13% Add +0.1% 5,005 $1.3M
First Financial Bank - Trust Division 0.13% Reduce -4.4% 4,998 $1.3M
Metropolitan Life Insurance Co 0.06% Reduce -0.9% 4,973 $1.3M
Fort Washington Investment Advisors Inc. 0.01% Add +0.4% 4,877 $1.3M
Wealthfront Advisers LLC 0.00% Reduce -1.4% 4,877 $1.3M
Linscomb Wealth, Inc. 0.07% Add +18.5% 4,854 $1.3M
Premier Path Wealth Partners, LLC 0.24% Reduce -2.3% 4,854 $1.3M
Kestra Advisory Services, LLC 0.01% Add +4.8% 4,823 $1.3M
Cullinan Associates Inc. 0.07% Reduce -5.0% 4,750 $1.3M
Advisor OS, LLC 0.14% Add +8.8% 4,713 $1.3M
Regions Financial Corp. 0.01% Reduce -3.1% 4,697 $1.3M
CX Institutional 0.06% Add +0.7% 4,682 $1.3M
Sound View Wealth Advisors Group, LLC 0.13% Reduce -25.3% 4,607 $1.2M
Lombard Odier Asset Management (Switzerland) SA 0.09% New 4,578 $1.2M
Dynamic Technology Lab Private Ltd 0.13% New 4,550 $1.2M
CIBC Private Wealth Group LLC 0.00% Reduce -23.9% 4,646 $1.2M
AXS Investments LLC 0.29% Reduce -21.3% 4,513 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -3.6% 4,394 $1.2M
Empirical Finance, LLC 0.07% Add +3.6% 4,392 $1.2M
Norinchukin Bank, The 0.03% Reduce -1.1% 4,325 $1.2M
1900 Wealth Management LLC 0.10% No change 4,273 $1.1M
Donaldson Capital Management, LLC 0.05% Reduce -1.8% 4,214 $1.1M
Panagora Asset Management Inc. 0.01% No change 4,202 $1.1M
AQR Capital Management 0.00% Add +33.7% 4,129 $1.1M
Brighton Jones LLC 0.04% Reduce -6.2% 4,088 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -7.3% 4,069 $1.1M
Park Avenue Securities LLC 0.01% Add +16.8% 4,059 $1.1M
Shell Asset Management Co. 0.05% Reduce -45.8% 4,450 $1.1M
Bayesian Capital Management, LP 0.10% New 3,982 $1.1M
Novak & Powell Financial Services, Inc. 0.79% Add +0.1% 3,935 $1.1M
Engineers Gate Manager LP 0.03% New 3,921 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 3,912 $1.0M
Advisors Capital Management, LLC 0.02% Reduce -1.5% 3,869 $1.0M
Community Bank, N.A. 0.13% No change 3,750 $1.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +2.7% 3,743 $1.0M
Intech Investment Management LLC 0.01% Reduce -29.9% 3,682 $985K
Tokio Marine Asset Management Co. Ltd. 0.05% Add +14.5% 3,672 $982K
Fiduciary Group, LLC 0.11% No change 3,623 $969K
Norman Fields, Gottscho Capital Management, LLC 0.36% No change 3,600 $963K
First Trust Direct Indexing L.P. 0.07% Add +12.1% 3,557 $952K
Nwam LLC 0.08% Reduce -0.1% 4,010 $949K
NEOS Investment Management LLC 0.06% Add +36.7% 3,520 $942K
Accretive Wealth Partners, LLC 0.41% Reduce -1.3% 4,091 $929K
NorthCoast Asset Management LLC 0.01% Add +21.5% 3,466 $927K
Wesbanco Bank Inc. 0.03% Add +164.8% 3,453 $924K
Triangle Securities Wealth Management 0.26% Add +0.7% 3,423 $916K
Rakuten Investment Management, Inc. 0.01% Add +1017.4% 3,397 $909K
Squarepoint Ops LLC 0.00% Add +0.1% 3,344 $895K
Sit Investment Associates Inc. 0.02% Add +0.8% 3,335 $892K
Guyasuta Investment Advisors Inc. 0.06% No change 3,600 $890K
Taikang Asset Management (Hong Kong) Co Ltd 0.19% No change 3,322 $889K
Beacon Pointe Advisors, LLC 0.01% Reduce -1.5% 3,302 $883K
United Capital Financial Advisors, LLC 0.01% Add +4.9% 3,285 $879K
Ostrum Asset Management 0.07% No change 3,252 $870K
1834 Investment Advisors Co. 0.10% Add +5.2% 3,229 $864K
iA Global Asset Management Inc. 0.02% No change 3,147 $842K
Teacher Retirement System of Texas 0.01% Reduce -44.5% 3,132 $838K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -3.0% 3,088 $826K
Huntington National Bank 0.01% Reduce -1.0% 3,046 $815K
PFC Capital Group, Inc. 0.44% Reduce -4.7% 3,045 $814K
LVW Advisors, LLC 0.14% Reduce -2.4% 3,040 $813K
Gratus Capital, LLC 0.04% Reduce -4.3% 3,038 $813K
Raymond James Financial Services Advisors, Inc. 0.00% Add +9.0% 3,034 $812K
New England Capital Financial Advisors LLC 0.46% No change 3,034 $812K
Degroof Petercam Asset Management 0.01% No change 2,935 $785K
Silvercrest Asset Management Group LLC 0.01% Reduce -1.6% 2,917 $780K
Ossiam 0.01% Reduce -3.0% 2,914 $780K
Fifth Third Bancorp 0.00% Add +0.1% 2,909 $778K
Aberdeen Wealth Management LLC 0.45% No change 2,900 $776K
American National Bank & Trust 0.10% New 2,900 $776K
Spinnaker Trust 0.05% Reduce -8.5% 2,860 $765K
Jacobs Levy Equity Management, Inc. 0.00% New 2,854 $764K
Mitchell & Pahl Private Wealth, LLC 0.40% Add +4.6% 2,851 $763K
Financial Counselors Inc. 0.01% Add +0.3% 2,846 $761K
AE Wealth Management LLC 0.01% Reduce -38.6% 2,844 $761K
Tower Research Capital LLC (TRC) 0.02% Reduce -81.8% 2,830 $757K
Bowen Hanes & Co. Inc. 0.02% Reduce -1.3% 2,816 $753K
Strategy Asset Managers LLC 0.16% Add +0.1% 2,792 $747K
Quantbot Technologies LP 0.04% New 2,788 $746K
Public Sector Pension Investment Board 0.01% No change 2,779 $743K
Guggenheim Capital LLC 0.01% Reduce -29.3% 2,771 $741K
Two Sigma Investments, LP 0.00% New 2,765 $740K
Eagle Ridge Investment Management 0.07% Reduce -2.6% 2,753 $736K
Alberta Investment Management Corp 0.01% No change 2,700 $722K
Lido Advisors, LLC 0.01% Add +131.4% 2,694 $721K
Highland Capital Management, LLC 0.04% No change 2,666 $713K
Rovin Capital /Ut/ 0.29% Add +6.9% 2,658 $711K
Connectus Wealth, LLC 0.02% Reduce -17.8% 2,628 $703K
Athena Investment Management 0.42% Reduce -0.2% 2,620 $701K
Baron Capital (BAMCO) 0.00% Reduce -0.7% 2,583 $691K
Cyndeo Wealth Partners, LLC 0.06% Add +0.3% 2,506 $670K
Doheny Asset Management 0.55% No change 2,500 $669K
Vestcor Inc 0.02% Reduce -0.8% 2,464 $659K
LifePlan Financial, LLC 0.59% Reduce -2.1% 2,424 $648K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +1.1% 2,401 $642K
Bleakley Financial Group, LLC 0.02% Add +10.5% 2,359 $631K
Simplicity Wealth,LLC 0.01% New 2,350 $629K
Keybank National Association 0.00% Add +0.7% 2,303 $616K
Two Sigma Securities, LLC 0.03% New 2,284 $611K
Allworth Financial LP 0.00% Add +0.3% 2,280 $610K
Compound Planning, Inc. 0.06% Reduce -0.3% 2,227 $596K
Caprock Group, LLC 0.03% Add +5.3% 2,177 $583K
Natixis Investment Managers International 0.04% Add +9.6% 2,175 $582K
Lincoln National Corp. 0.01% Add +12.4% 2,159 $578K
Wedmont Private Capital 0.04% Add +5.7% 2,176 $572K
Janney Capital Management LLC 0.04% Reduce -4.5% 2,114 $566K
NWF Advisory Services Inc. 0.09% No change 2,091 $559K
Roundview Capital LLC 0.05% No change 2,075 $555K
Ellevest, Inc. 0.03% Add +9.0% 2,031 $543K
Knollwood Investment Advisory, LLC 0.10% No change 2,017 $540K
Profund Advisors LLC 0.02% Add +20.6% 2,010 $538K
BBR Partners, LLC 0.04% No change 2,000 $535K
Nicolet Bankshares Inc. 0.11% No change 1,991 $533K
DAVENPORT & Co LLC 0.00% Reduce -2.0% 1,981 $530K
Diversified Trust Co. 0.02% Reduce -0.1% 1,938 $518K
Manchester Capital Management LLC 0.06% Add +1.1% 1,934 $517K
First Manhattan Co. Llc. 0.00% No change 1,926 $516K
Chicago Partners Investment Group LLC 0.02% Add +1.2% 2,278 $511K
Heritage Wealth Management, LLC 0.26% Reduce -2.8% 1,880 $503K
Bragg Financial Advisors, Inc 0.02% No change 1,880 $503K
Washington Trust Advisors, Inc. 0.05% No change 1,878 $502K
Credential Qtrade Securities Inc. 0.03% New 1,868 $500K
Atria Wealth Solutions, Inc. 0.01% Add +4.0% 1,860 $498K
K.J. Harrison & Partners Inc 0.08% No change 1,860 $498K
Everpar Advisors LLC 0.30% Reduce -43.2% 1,840 $492K
Wolverine Trading, LLC 0.01% Reduce -64.8% 1,824 $488K
Peapack Gladstone Financial Corp. 0.01% No change 1,821 $487K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +21.4% 1,819 $487K
Aigen Investment Management, LP 0.11% New 1,813 $485K
Brown Brothers Harriman & Co. 0.00% Reduce -1.6% 1,808 $484K
Shapiro Capital Management LLC 0.01% No change 1,800 $482K
Quadrant Capital Group LLC 0.04% Reduce -2.7% 1,789 $479K
Rappaport Reiches Capital Management, LLC 0.15% Add +0.1% 1,786 $478K
Burt Wealth Advisors 0.12% Add +53.4% 1,773 $474K
V-Square Quantitative Management LLC 0.07% Add +41.3% 1,772 $474K
Meeder Advisory Services, Inc. 0.05% Add +20.1% 1,761 $471K
Gotham Asset Management 0.01% New 1,759 $471K
Correct Capital Wealth Management 0.11% No change 1,751 $468K
NorthRock Partners, LLC 0.02% Reduce -2.2% 1,734 $464K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -0.8% 1,717 $459K
HM Payson & Co. 0.01% No change 1,716 $459K
Vontobel Holding Ltd. 0.00% Reduce -2.0% 1,711 $458K
Horizon Investments, LLC 0.01% Reduce -0.5% 1,703 $456K
Empowered Funds, LLC 0.01% Add +18.4% 1,695 $453K
Inspire Investing, LLC 0.05% Reduce -7.4% 1,661 $444K
Ironwood Investment Counsel, LLC 0.08% No change 1,650 $441K
Williams Jones Wealth Management, LLC. 0.01% No change 1,648 $441K
Vident Advisory, LLC 0.01% Add +8.0% 1,627 $435K
Verition Fund Management LLC 0.00% Add +4.0% 1,617 $433K
Tidal Investments LLC 0.01% Add +8.0% 1,611 $431K
Campbell & CO Investment Adviser LLC 0.04% New 1,610 $431K
TCV Trust & Wealth Management, Inc. 0.04% No change 1,600 $428K
Swiss Life Asset Management Ltd 0.01% Reduce -90.1% 1,569 $420K
Apollon Wealth Management, LLC 0.01% Add +18.5% 1,560 $417K
Pitcairn Co. 0.03% Add +4.2% 1,557 $417K
Greenleaf Trust 0.00% Add +2.7% 1,548 $414K
Integrated Advisors Network LLC 0.02% Add +23.0% 1,517 $406K
Coldstream Capital Management Inc. 0.01% Add +4.2% 1,513 $405K
Virginia Wealth Management Group, Inc. 0.33% No change 1,500 $401K
WASHINGTON TRUST Co 0.01% No change 1,500 $401K
Strategic Blueprint, LLC 0.03% Add +0.1% 1,496 $400K
Bluespring Wealth Management, LLC 0.04% Add +0.3% 1,483 $397K
Oxford Financial Group, LTD. LLC 0.03% Add +0.9% 1,475 $395K
EverSource Wealth Advisors, LLC 0.03% Add +15.5% 1,791 $394K
HighPoint Advisor Group LLC 0.03% Reduce -2.3% 1,585 $388K
Wilmington Savings Fund Society, FSB 0.01% — 1,441 $385K
Prudential PLC 0.00% Reduce -70.2% 1,425 $381K
Cwm, LLC 0.00% Add +4.7% 1,414 $378K
Bryn Mawr Trust Advisors, LLC 0.02% Add +11.4% 1,404 $376K
TrueWealth Advisors, LLC 0.14% Reduce -7.8% 1,387 $371K
MJP Associates Inc. 0.08% Add +21.6% 1,383 $370K
Axxcess Wealth Management, LLC 0.01% Reduce -0.7% 1,378 $369K
Empirical Asset Management, LLC 0.18% New 1,362 $364K
Foster Victor Wealth Advisors, LLC 0.03% New 1,459 $364K
Graham Capital Management, L.P. 0.02% Reduce -93.8% 1,354 $362K
Syon Capital LLC 0.03% Add +1.8% 1,337 $358K
Symmetry Partners, LLC 0.03% No change 1,336 $357K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.8% 1,334 $357K
Steward Partners Investment Advisory, LLC 0.00% Add +7.5% 1,326 $355K
Lake Street Advisors Group, LLC 0.02% Add +4.9% 1,325 $355K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 1,315 $352K
Private Trust Co. NA 0.04% Reduce -14.8% 1,308 $350K
Cigna Investments Inc. 0.07% No change 1,298 $348K
Aureus Asset Management, LLC 0.02% No change 1,300 $348K
&partners 0.05% Add +17.9% 1,297 $347K
Siemens Fonds Invest GmbH 0.03% Reduce -3.5% 1,283 $343K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +2.4% 1,274 $341K
Focus Partners Wealth 0.00% New 1,258 $337K
Wendell David Associates Inc. 0.03% Add +1.0% 1,212 $324K
Steele Capital Management, Inc. 0.02% Reduce -13.6% 1,200 $321K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.8% 1,198 $320K
Edge Capital Group, LLC 0.02% Add +19.7% 1,197 $320K
Veltria Advisors Corp. 0.08% New 1,193 $319K
Personal Cfo Solutions, LLC 0.05% Add +5.2% 1,191 $319K
Gibbs Wealth Management 0.18% — 1,168 $312K
D.A. Davidson & Co. 0.00% Add +22.0% 1,164 $311K
Cherry Creek Investment Advisors, Inc. 0.17% Add +0.2% 1,159 $310K
MBB Public Markets I LLC 0.02% New 1,140 $305K
Paloma Partners Management Co 0.06% Reduce -56.3% 1,135 $304K
Meridian Wealth Management, LLC 0.05% Add +0.2% 1,118 $299K
Sabal Trust CO 0.02% No change 1,112 $297K
Thrive Wealth Management, LLC 0.06% Add +8.8% 1,102 $295K
Park National Corp. 0.01% No change 1,100 $294K
Mgo One Seven LLC 0.02% Reduce -21.9% 1,096 $293K
Wealth Alliance, LLC 0.04% Reduce -1.5% 1,095 $293K
International Assets Investment Management, LLC 0.03% Reduce -0.1% 1,120 $292K
American Trust 0.02% Reduce -3.5% 1,088 $291K
Portside Wealth Group, LLC 0.05% New 1,088 $291K
CI Investments Inc. 0.00% Add +17.9% 1,083 $290K
Grey Ledge Advisors, LLC 0.08% No change 1,069 $286K
Palogic Value Management, L.P. 0.12% Add +0.8% 1,062 $284K
Cannon Financial Strategists, Inc. 0.06% No change 1,061 $284K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +1.1% 1,052 $281K
Morningstar Investment Services LLC 0.00% New 1,067 $280K
Everett Harris & Co. 0.00% No change 1,045 $280K
Ballentine Partners, LLC 0.01% Add +5.1% 1,038 $278K
Daiichi Life Insurance Co., Ltd. 0.01% No change 1,036 $277K
Valeo Financial Advisors, LLC 0.01% Add +3.0% 1,222 $276K
Austin Private Wealth, LLC 0.03% No change 1,070 $274K
Ferguson Wellman Capital Management, Inc. 0.01% Add +0.3% 1,006 $269K
Glenview Trust Co 0.01% No change 1,005 $269K
Clarus Group, Inc. 0.19% No change 1,000 $268K
Auxier Asset Management LLC 0.04% No change 1,000 $268K
Nadler Financial Group, Inc. 0.03% No change 1,000 $268K
Howland Capital Management LLC 0.01% New 1,000 $268K
Douglass Winthrop Advisors, LLC 0.01% Reduce -28.6% 1,000 $268K
B. Riley Wealth Advisors, Inc. 0.01% Add +55.5% 1,448 $265K
Independent Advisor Alliance 0.01% No change 991 $265K
Salem Investment Counselors Inc. 0.01% No change 986 $264K
GAMMA Investing LLC 0.05% Add +28.0% 978 $262K
Modera Wealth Management, LLC 0.00% New 973 $260K
Trust Co of the South 0.06% Reduce -0.1% 963 $258K
Checchi Capital Advisers, LLC 0.02% Add +3.6% 947 $253K
MPS Loria Financial Planners, LLC 0.08% No change 944 $253K
Koshinski Asset Management, Inc. 0.03% New 934 $250K
Armistice Capital, LLC 0.01% New 933 $250K
Summit Financial, LLC 0.01% Reduce -9.3% 921 $246K
Clarius Group, LLC 0.02% Reduce -8.5% 920 $246K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 908 $243K
J.W. Cole Advisors, Inc. 0.01% Add +0.2% 902 $241K
Venture Visionary Partners LLC 0.01% No change 893 $239K
Advus Financial Partners, LLC 0.07% Reduce -1.5% 856 $229K
Apeiron RIA LLC 0.07% No change 850 $227K
Lakeshore Financial Planning, Inc. 0.11% No change 847 $227K
Avantax Advisory Services, Inc. 0.00% New 833 $223K
Welch Group, LLC 0.01% New 831 $222K
QRG Capital Management, Inc. 0.00% New 829 $222K
Boston Trust Walden Corp 0.00% No change 816 $218K
Citizens Financial Group Inc. 0.01% New 811 $217K
Conning Inc. 0.01% No change 810 $217K
Johnson Investment Counsel Inc. 0.00% No change 809 $216K
Ipswich Investment Management Co., Inc. 0.05% New 804 $215K
Sterling Investment Counsel, LLC 0.10% New 800 $214K
Stephens Inc. 0.00% New 797 $213K
Yoder Wealth Management, Inc. 0.14% New 791 $212K
Snowden Capital Advisors LLC 0.01% New 786 $210K
Kestra Private Wealth Services, LLC 0.00% New 785 $210K
Great Lakes Advisors, LLC 0.00% New 783 $209K
Seed Wealth Management, Inc. 0.20% New 800 $209K
Northeast Investment Management 0.01% New 776 $208K
Scotia Capital Inc. 0.00% New 775 $207K
9258 Wealth Management, LLC 0.03% New 773 $207K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -34.2% 766 $205K
AJOVista, LLC 0.55% No change 765 $205K
First Trust Investment Solutions L.P. 0.04% New 757 $203K
Sequoia Financial Advisors, LLC 0.00% Reduce -61.4% 757 $202K
Institute for Wealth Management, LLC. 0.03% New 749 $200K
Whittier Trust Co. 0.00% No change 669 $179K
Rothschild Investment LLC 0.01% Add +2.9% 665 $178K
Delta Asset Management LLC 0.02% No change 663 $177K
Sentry Investment Management LLC 0.07% No change 642 $172K
Principal Securities, Inc. 0.01% Add +8.8% 632 $169K
Paradigm Asset Management Co. LLC 0.04% Reduce -25.0% 600 $161K
Eagle Bay Advisors LLC 0.10% Reduce -20.3% 596 $159K
Westpac Banking Corp. 0.01% Add +4.9% 580 $155K
Penserra Capital Management LLC 0.00% Reduce -48.9% 568 $151K
GeoWealth Management, LLC 0.01% Reduce -35.5% 563 $151K
Lindbrook Capital, LLC 0.01% Add +2.2% 508 $136K
IFP Advisors, Inc 0.01% Reduce -2.7% 461 $123K
Pension & Wealth Management Advisors, Inc. 0.08% Add +66.7% 450 $120K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.5% 437 $117K
Pflug Koory, LLC 0.01% No change 430 $115K
Parallel Advisors, LLC 0.00% Add +24.3% 420 $112K
Peoples Bank 0.09% Reduce -2.4% 415 $111K
Arlington Trust Co LLC 0.03% No change 410 $110K
Mather Group, Llc. 0.00% New 442 $109K
Trust Co. of Vermont 0.01% No change 405 $108K
Nvwm, LLC 0.03% Add +0.8% 403 $108K
Alta Advisers Ltd 0.05% No change 400 $107K
Hanson & Doremus Investment Management 0.02% Add +6.4% 397 $106K
DT Investment Partners, LLC 0.01% No change 355 $95K
CVA Family Office, LLC 0.02% Add +0.6% 347 $93K
Farther Finance Advisors, LLC 0.01% Add +6.7% 350 $91K
Piscataqua Savings Bank 0.08% Add +1.2% 341 $91K
NewEdge Advisors, LLC 0.00% Reduce -2.4% 321 $86K
Benjamin F. Edwards & Company, Inc. 0.00% Add +416.7% 279 $75K
Avior Wealth Management, LLC 0.00% Add +13900.0% 280 $75K
Versant Capital Management, Inc 0.02% No change 270 $72K
Capstone Investment Advisors, LLC 0.00% New 263 $70K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -88.4% 263 $70K
City State Bank 0.03% No change 250 $67K
Benjamin Edwards Inc. 0.01% Add +2.7% 231 $62K
Smartleaf Asset Management LLC 0.01% Add +1065.0% 233 $61K
Key Financial Inc 0.02% No change 227 $61K
Parkside Financial Bank & Trust 0.01% Add +0.5% 224 $60K
Osterweis Capital Management Inc. 0.00% Reduce -30.0% 210 $56K
First Financial Corp. 0.03% New 209 $56K
Larson Financial Group LLC 0.00% Add +378.6% 201 $54K
Cape Investment Advisory, Inc. 0.03% Reduce -5.7% 200 $54K
Compass Wealth Management LLC 0.01% Reduce -27.3% 200 $54K
Clearstead Advisors, LLC 0.00% Reduce -8.5% 184 $45K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 150 $40K
Ancora Advisors LLC 0.00% No change 150 $40K
Geo Capital Gestora de Recursos Ltd 0.05% Reduce -16.1% 151 $40K
Harbour Investments, Inc. 0.00% Add +122.7% 147 $39K
Venturi Wealth Management, LLC 0.00% Add +6.6% 145 $39K
Glen Eagle Advisors, LLC 0.01% No change 143 $38K
MV Capital Management, Inc. 0.00% Add +2.2% 140 $37K
Horizon Bancorp Inc. 0.02% Reduce -8.3% 132 $35K
Caldwell Trust Co 0.00% No change 126 $34K
Atlas Capital Advisors Inc. 0.01% No change 125 $33K
Optiver Holding B.V. 0.00% New 123 $33K
SJS Investment Consulting Inc. 0.01% Add +838.5% 122 $33K
Global Retirement Partners, LLC 0.00% Reduce -76.2% 120 $32K
Ofi Invest Asset Management 0.00% New 124 $31K
TD Waterhouse Canada Inc. 0.00% Add +7.2% 119 $30K
Capital Advisors, Ltd. LLC 0.00% Add +0.9% 113 $30K
UMB Bank, n.a. 0.00% Reduce -63.3% 112 $30K
EntryPoint Capital, LLC 0.03% New 111 $30K
Addison Advisors LLC 0.01% No change 111 $30K
Raffa Wealth Management, LLC 0.01% No change 107 $29K
Whittier Trust Co. of Nevada Inc. 0.00% No change 106 $28K
AdvisorNet Financial, Inc 0.00% Add +246.7% 104 $28K
McClarren Financial Advisors, Inc. 0.02% Add +1.0% 101 $27K
Optimum Investment Advisors 0.01% No change 100 $27K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 100 $27K
Smithfield Trust Co 0.00% No change 99 $26K
Arax Advisory Partners 0.00% No change 97 $26K
Spire Wealth Management 0.00% Reduce -56.1% 97 $26K
Colonial Trust Advisors 0.00% Add +3066.7% 95 $25K
Wetzel Investment Advisors, Inc. 0.01% Add +10.0% 110 $24K
Private Wealth Management Group, LLC 0.01% No change 87 $23K
HHM Wealth Advisors, LLC 0.00% No change 83 $22K
Farmers & Merchants Investments Inc. 0.00% No change 82 $22K
Rise Advisors, LLC 0.01% New 80 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +29.0% 80 $21K
Geneos Wealth Management Inc. 0.00% Reduce -58.5% 80 $21K
EnRich Financial Partners LLC 0.01% New 79 $21K
Park Place Capital Corp 0.01% No change 73 $20K
West Paces Advisors Inc. 0.01% No change 72 $19K
Tortoise Investment Management, LLC 0.00% New 71 $19K
Concourse Financial Group Securities, Inc. 0.00% No change 70 $19K
Global Assets Advisory, LLC 0.01% New 68 $18K
Oliver Lagore Vanvalin Investment Group 0.01% No change 66 $18K
Global X Japan Co., Ltd. 0.00% Reduce -58.0% 66 $18K
Raleigh Capital Management Inc. 0.01% Add +712.5% 65 $17K
Covestor Ltd 0.01% No change 65 $17K
Crewe Advisors LLC 0.00% New 55 $15K
McIlrath & Eck, LLC 0.00% No change 53 $14K
Continuum Advisory, LLC 0.00% New 58 $14K
Bell Investment Advisors, Inc 0.00% Add +6.3% 51 $14K
Fernwood Investment Management, LLC 0.00% New 49 $13K
Johnson Financial Group, Inc. 0.00% No change 47 $13K
First Horizon Advisors, Inc. 0.00% Reduce -4.1% 47 $13K
GW&K Investment Management, LLC 0.00% No change 46 $12K
Blue Trust, Inc. 0.00% Reduce -50.0% 42 $11K
Solstein Capital, LLC 0.01% No change 42 $11K
SRH Advisors, LLC 0.00% No change 42 $11K
Cambridge Trust Co. 0.00% Reduce -18.0% 41 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 34 $9K
Valley National Advisers Inc. 0.00% Add +29.6% 35 $9K
JFS Wealth Advisors, LLC 0.00% Reduce -15.4% 33 $9K
Creative Financial Designs Inc. 0.00% Reduce -73.7% 30 $8K
Ransom Advisory, Ltd 0.00% — 28 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $7K
FSA Wealth Management LLC 0.00% No change 27 $7K
Zions Bancorporation, N.A. 0.00% No change 26 $7K
Fortitude Family Office, LLC 0.00% No change 23 $6K
Bokf, NA 0.00% Add +4.5% 23 $6K
Prestige Wealth Management Group LLC 0.00% No change 21 $6K
Abound Wealth Management 0.00% Add +5.3% 20 $5K
Avion Wealth 0.00% Add +60.0% 16 $5K
Balefire, LLC 0.00% No change 17 $5K
Red Tortoise LLC 0.00% No change 16 $4K
Concord Wealth Partners 0.00% Reduce -98.0% 16 $4K
State of Wyoming 0.00% Add +14.3% 16 $4K
Harbor Investment Advisory, LLC 0.00% No change 16 $4K
Meeder Asset Management Inc. 0.00% New 14 $4K
Lanark Financial, Inc. 0.00% No change 13 $3K
MCF Advisors LLC 0.00% Add +10.0% 11 $3K
Criterion Capital Advisors, LLC 0.00% New 10 $3K
Dunhill Financial, LLC 0.00% Add +25.0% 10 $3K
Leonteq Securities AG 0.00% Reduce -92.3% 9 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -10.0% 9 $2K
Sachetta, LLC 0.00% No change 9 $2K
Pineridge Advisors LLC 0.00% Reduce -96.4% 8 $2K
Carolinas Wealth Consulting LLC 0.00% Add +33.3% 8 $2K
Quent Capital, LLC 0.00% No change 8 $2K
Coston, McIsaac & Partners 0.00% No change 10 $2K
TFC Financial Management, Inc. 0.00% Add +16.7% 7 $2K
CENTRAL TRUST Co 0.00% New 6 $2K
North Star Investment Management Corp. 0.00% No change 6 $2K
Vermillion & White Wealth Management Group, LLC 0.00% No change 5 $1K
Wolff Wiese Magana LLC 0.00% No change 5 $1K
WR Wealth Planners, LLC 0.00% New 5 $1K
Jones Financial Companies LLLP 0.00% New 5 $1K
True Wealth Design, LLC 0.00% Add +100.0% 4 $1K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 4 $1K
Core Alternative Capital 0.00% Reduce -89.2% 4 $1K
Gradient Investments LLC 0.00% No change 4 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Valued Wealth Advisors LLC 0.00% No change 3 $803
Group One Trading LLC 0.00% New 3 $803
Beaird Harris Wealth Management, LLC 0.00% No change 2 $536
Highline Wealth Partners LLC 0.00% No change 2 $535
Cornerstone Planning Group LLC 0.00% No change 2 $455
Aspect Partners, LLC 0.00% Reduce -83.3% 1 $268
Hollencrest Capital Management 0.00% New 1 $268
Adirondack Trust Co. 0.00% New 1 $267
Asset Dedication, LLC 0.00% No change 1 $0

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