EquifaxEFX

13F holders, Q2 2024 (June 30)
759holders −8
62new positions
72sold out
9famous investors
$242.38avg. 13F price*

At the end of Q2 2024, 759 institutions reported holding Equifax Inc. (EFX) in their 13F filings, down 8 from Q1 2024. 62 opened new positions and 72 sold out. The largest holders were Capital International Investors ($3.5B), Vanguard Group Inc. ($3.4B) and BlackRock Inc. ($2.2B). 9 famous investors held it, including Bill Nygren (0.9% of Harris Associates (Oakmark Funds)'s portfolio), Terry Smith (0.5% of Fundsmith's portfolio) and Tom Gayner (0.2% of Markel Group'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 → Q2 2024

InstitutionsTotal Value
New Positions62$189.4M
Exits72$326.8M

All 13F filers, Q1 2024 → Q2 2024: 8,802,598 shares bought and 5,808,893 shares sold, net +2,993,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 759 holders

Capital International Investors 0.73% Add +4.0% 14,605,252 $3.5B
Vanguard Group Inc. 0.07% Add +1.1% 14,184,397 $3.4B
BlackRock Inc. 0.05% Reduce -13.6% 9,207,425 $2.2B
Morgan Stanley 0.10% Add +0.9% 5,099,127 $1.2B
State Street Corp. 0.05% Add +0.8% 4,763,697 $1.2B
Massachusetts Financial Services Co. 0.32% Add +4.9% 4,276,798 $1.0B
T. Rowe Price Investment Management, Inc. 0.60% Reduce -2.7% 3,936,263 $954.4M
Generation Investment Management LLP 4.22% Add +9.2% 3,618,509 $877.3M
Kayne Anderson Rudnick Investment Management LLC 1.80% Add +2.4% 3,044,561 $738.2M
Geode Capital Management, LLC 0.06% Add +2.1% 2,855,919 $690.5M
T. Rowe Price Associates Inc. 0.08% Add +76.1% 2,665,818 $646.4M
Invesco Ltd. 0.12% Reduce -0.7% 2,365,318 $573.5M
FMR LLC 0.04% Reduce -6.3% 2,353,582 $570.6M
Harris Associates (Oakmark Funds) 0.94% Add +513.4% 2,290,220 $555.3M
Parnassus Investments, LLC 1.09% Add +0.1% 2,065,989 $500.9M
Cantillon Capital Management LLC 3.05% Reduce -4.8% 1,879,834 $455.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.46% Add +8.8% 1,567,254 $380.0M
Jensen Investment Management Inc. 2.99% Reduce -2.0% 1,505,501 $365.0M
Van Eck Associates Corp. 0.52% Reduce -2.5% 1,493,083 $362.0M
Bank of America Corp. 0.03% Add +84.6% 1,184,868 $287.3M
Northern Trust Corp. 0.05% Add +6.1% 1,167,270 $283.0M
Norges Bank 0.04% Add +3.0% 1,066,432 $258.6M
Marshall Wace, LLP 0.36% Reduce -5.9% 1,051,210 $254.9M
Boston Partners 0.31% Add +57.5% 1,028,231 $249.4M
Bank of New York Mellon Corp 0.04% Reduce -2.2% 978,073 $237.1M
Macquarie Group Ltd. 0.23% Add +0.3% 829,951 $201.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +86.3% 788,242 $191.1M
Kensico Capital Management Corp. 5.90% Add +7.5% 777,500 $188.5M
Intermede Investment Partners Ltd 3.82% Add +2.9% 745,575 $180.8M
Artisan Partners Limited Partnership 0.27% Reduce -1.8% 726,790 $176.2M
Neuberger Berman Group LLC 0.14% Reduce -9.5% 720,670 $174.7M
Legal & General Group Plc 0.05% Add +2.3% 710,617 $172.3M
Ako Capital LLP 2.32% Add +4.8% 695,966 $168.7M
Bessemer Group Inc. 0.30% Reduce -14.5% 695,375 $168.6M
Charles Schwab Investment Management Inc. 0.03% Add +2.7% 678,241 $164.4M
Franklin Resources Inc. 0.05% Add +4.3% 643,609 $156.0M
Goldman Sachs Group Inc. 0.03% Reduce -8.5% 637,029 $154.5M
JPMorgan Chase & Co. 0.01% Add +37.1% 607,758 $147.4M
American Century Companies Inc. 0.09% Add +27.3% 606,969 $147.2M
Pictet Asset Management Holding SA 0.16% Reduce -6.2% 588,127 $142.6M
Dimensional Fund Advisors LP 0.04% Add +16.3% 584,820 $141.8M
Ensign Peak Advisors, Inc 0.25% Reduce -2.3% 555,937 $134.8M
Wells Fargo & Company 0.03% Add +0.9% 541,271 $131.2M
Fundsmith 0.45% Reduce -3.0% 458,387 $111.1M
Aviva PLC 0.29% Add +0.0% 417,100 $101.1M
Theleme Partners LLP 4.72% New 391,088 $94.8M
Raymond James & Associates 0.06% Add +3.6% 385,378 $93.4M
Swiss National Bank 0.06% Reduce -0.3% 367,900 $89.2M
Nuveen Asset Management, LLC 0.03% Add +30.9% 352,572 $85.5M
Ceredex Value Advisors LLC 1.61% Add +127.1% 350,356 $84.9M
TD Asset Management Inc 0.08% Add +7.5% 347,314 $84.2M
Russell Investments Group, Ltd. 0.13% Add +6.0% 320,241 $77.6M
Citadel Advisors 0.07% Add +128.9% 298,785 $72.4M
Baird Financial Group, Inc. 0.15% Reduce -6.5% 296,956 $72.0M
Rathbones Group PLC 0.39% Reduce -0.1% 292,937 $71.0M
Envestnet Asset Management Inc. 0.02% Add +7.4% 281,930 $68.4M
Federated Hermes, Inc. 0.16% Add +2.9% 281,319 $68.2M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -7.3% 271,572 $65.8M
HSBC Holdings PLC 0.04% Add +13.7% 270,637 $65.6M
Burgundy Asset Management Ltd. 0.69% Reduce -1.0% 269,796 $65.4M
TimesSquare Capital Management, LLC 0.96% Add +12.5% 250,910 $60.8M
GFI Investment Counsel Ltd. 7.69% Reduce -13.7% 242,509 $58.8M
Rhumbline Advisers 0.05% Reduce -4.7% 229,176 $55.6M
Frontier Capital Management Co. LLC 0.54% Reduce -9.9% 226,624 $54.9M
Deutsche Bank AG 0.02% Add +14.7% 214,787 $52.1M
California State Teachers Retirement System 0.06% Add +4.7% 210,220 $51.0M
California Public Employees Retirement System 0.04% Reduce -1.3% 209,129 $50.7M
CIBC Asset Management Inc 0.16% Reduce -2.2% 190,839 $46.3M
Mackenzie Financial Corp. 0.07% Reduce -62.9% 187,784 $45.5M
Barclays PLC 0.02% Add +15.0% 179,793 $43.6M
Weitz Investment Management, Inc. 2.24% Add +14.7% 176,000 $42.7M
Sei Investments Co. 0.06% Add +13.5% 166,402 $40.3M
UBS Group AG 0.01% Add +0.3% 164,179 $39.8M
National Pension Service 0.04% Add +2.7% 158,897 $38.5M
ZWJ Investment Counsel Inc. 1.67% Reduce -0.2% 156,522 $38.0M
Mar Vista Investment Partners LLC 1.77% Add +84.4% 148,706 $36.1M
Investment Management Corp of Ontario 0.97% Add +0.6% 147,841 $35.8M
BNP Paribas Financial Markets 0.04% Add +120.1% 145,419 $35.3M
Alliancebernstein L.P. 0.01% Add +3.4% 143,439 $34.8M
Mediolanum International Funds Ltd 0.55% Add +12.6% 151,132 $33.8M
Principal Financial Group Inc. 0.02% Reduce -2.9% 138,948 $33.7M
Abn Amro Investment Solutions 0.61% Reduce -10.1% 137,574 $33.4M
Dundas Partners LLP 2.49% Add +0.9% 132,615 $32.2M
Amundi 0.01% Add +14.4% 132,597 $31.9M
Citigroup Inc. 0.03% Add +30.1% 126,164 $30.6M
CANADA LIFE ASSURANCE Co 0.06% Reduce -2.2% 124,089 $30.1M
Royal Bank of Canada 0.01% Reduce -8.1% 121,197 $29.4M
C Partners Holding GmbH 8.41% Add +2.9% 120,333 $29.2M
Wellington Management Group LLP 0.01% Reduce -12.9% 119,594 $29.0M
State Board of Administration of Florida Retirement System 0.06% Reduce -10.8% 118,922 $28.8M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -34.4% 118,600 $28.8M
New York State Teachers Retirement System 0.06% Reduce -3.9% 110,663 $26.8M
North Star Asset Management Inc. 1.23% Add +0.5% 107,146 $26.0M
Boston Financial Mangement LLC 0.80% Add +13.3% 104,223 $25.3M
No Street GP LP 2.05% Reduce -23.1% 100,000 $24.2M
Investors Asset Management of Georgia Inc. /Ga/ 11.66% Add +0.1% 98,698 $23.9M
Markel Group 0.23% No change 97,850 $23.7M
Vaughan Nelson Investment Management, L.P. 0.22% Reduce -0.6% 97,391 $23.6M
Asset Management One Co., Ltd. 0.09% Add +4.6% 95,772 $23.2M
Capital International, Inc. 0.30% Add +16.8% 93,669 $22.7M
NS Partners Ltd 1.02% Add +0.6% 92,916 $22.5M
Stifel Financial Corp. 0.03% Reduce -0.7% 92,893 $22.5M
Bank of Montreal 0.01% Add +0.8% 92,047 $22.3M
Ameriprise Financial Inc. 0.01% Add +4.2% 88,611 $21.5M
New York State Common Retirement Fund 0.03% Reduce -71.4% 87,498 $21.2M
APG Asset Management N.V. 0.04% Add +20.7% 87,389 $19.8M
Natixis Advisors, LLC 0.04% Add +1.2% 80,350 $19.5M
Prudential Financial Inc. 0.03% Reduce -11.9% 75,393 $18.3M
State of Wisconsin Investment Board 0.05% Add +0.2% 75,043 $18.2M
Manufacturers Life Insurance Company, The 0.02% Add +0.3% 74,225 $18.0M
Robeco Institutional Asset Management B.V. 0.04% Add +36.1% 72,719 $17.6M
Storebrand Asset Management As 0.06% Reduce -2.4% 72,061 $17.5M
M&G PLC 0.12% Add +4.9% 69,897 $16.9M
Rbo & Co. LLC 2.94% Reduce -0.3% 67,918 $16.5M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.1% 67,890 $16.5M
Old National Bancorp 0.38% Add +2.9% 66,644 $16.2M
Susquehanna Fundamental Investments, LLC 0.36% New 64,532 $15.6M
Voya Investment Management LLC 0.02% Reduce -0.9% 64,046 $15.5M
Brown Advisory Inc. 0.02% Reduce -4.8% 63,287 $15.3M
First Trust Advisors LP 0.02% Add +48.1% 62,792 $15.2M
Signaturefd, LLC 0.30% Reduce -5.0% 61,868 $15.0M
Capital International Sarl 0.45% Add +24.3% 61,297 $14.9M
State of Tennessee, Department of Treasury 0.05% Reduce -3.5% 60,675 $14.7M
Truist Financial Corp. 0.02% Reduce -2.7% 60,029 $14.6M
LPL Financial LLC 0.01% Add +10.2% 60,007 $14.5M
Glenmede Trust Co. NA 0.07% Add +0.4% 59,406 $14.4M
Capital Group Private Client Services, Inc. 0.14% Reduce -1.8% 59,279 $14.4M
Blair William & Co. 0.04% Reduce -0.4% 58,847 $14.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -9.2% 57,576 $14.0M
HighTower Advisors, LLC 0.02% Reduce -26.4% 56,341 $13.6M
Jane Street Group, LLC 0.01% Add +181.7% 55,099 $13.4M
Royal London Asset Management Ltd. 0.03% Add +3.9% 54,509 $13.2M
Montag A & Associates Inc. 0.66% Reduce -0.5% 54,083 $13.1M
Treasurer of the State of North Carolina 0.06% Reduce -1.8% 53,467 $13.0M
Danske Bank A/S 0.05% Reduce -51.9% 52,340 $12.7M
Capital International Ltd. 0.56% Add +17.7% 50,183 $12.2M
DekaBank Deutsche Girozentrale 0.02% Add +30.0% 49,263 $11.8M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -2.8% 48,400 $11.7M
Artemis Investment Management LLP 0.16% Add +40.3% 48,220 $11.7M
Victory Capital Management Inc. 0.01% Reduce -4.0% 47,442 $11.5M
Nicola Wealth Management LTD. 1.02% Add +291.7% 47,000 $11.4M
Public Employees Retirement System of Ohio 0.04% Add +0.4% 46,845 $11.4M
Aberdeen Group plc 0.02% Reduce -10.9% 45,591 $11.1M
Korea Investment CORP 0.03% Add +28.3% 45,431 $11.0M
Madison Asset Management, LLC 0.14% New 45,020 $10.9M
State of New Jersey Common Pension Fund D 0.05% Reduce -35.0% 44,844 $10.9M
Varma Mutual Pension Insurance Co 0.08% Add +0.1% 43,064 $10.4M
Moran Wealth Management, LLC 0.34% New 42,680 $10.3M
Swedbank AB 0.01% Reduce -0.9% 40,333 $9.8M
Trexquant Investment LP 0.15% New 39,871 $9.7M
Firetrail Investments PTY Ltd. 2.87% Add +127.2% 39,078 $9.5M
Kornitzer Capital Management Inc. 0.18% No change 38,412 $9.3M
Resona Asset Management Co.,Ltd. 0.06% Reduce -5.1% 38,153 $9.2M
ICICI Prudential Asset Management Co Ltd 1.06% Add +9.1% 37,075 $9.0M
PNC Financial Services Group, Inc. 0.01% Add +6.6% 37,025 $9.0M
National Bank of Canada 0.01% Add +21.6% 37,966 $9.0M
Janney Montgomery Scott LLC 0.03% Reduce -0.0% 36,865 $8.9M
Toronto Dominion Bank 0.01% Reduce -1.9% 36,159 $8.8M
B. Metzler seel. Sohn & Co. AG 0.08% Add +89.1% 36,125 $8.8M
Federation des caisses Desjardins du Quebec 0.05% Reduce -5.3% 35,913 $8.7M
Creative Planning 0.01% Add +3.9% 34,929 $8.5M
Nomura Asset Management Co. Ltd. 0.03% Add +5.4% 34,511 $8.4M
Gillson Capital LP 0.81% Reduce -41.0% 34,500 $8.4M
Arizona State Retirement System 0.06% Add +0.7% 34,125 $8.3M
MetLife Investment Management, LLC 0.05% Add +5.5% 34,101 $8.3M
State of Michigan Retirement System 0.04% Add +0.3% 33,878 $8.2M
Toth Financial Advisory Corp. 1.02% Add +1.3% 33,060 $8.0M
Canada Pension Plan Investment Board 0.01% Add +94.1% 32,435 $7.9M
Corebridge Financial, Inc. 0.04% — 32,282 $7.8M
Moneta Group Investment Advisors LLC 0.12% Reduce -2.0% 31,707 $7.7M
Susquehanna International Group, LLP 0.01% Reduce -3.5% 31,320 $7.6M
Brasada Capital Management, LP 1.33% Add +103.8% 29,756 $7.5M
ExodusPoint Capital Management, LP 0.08% New 29,720 $7.2M
Generate Investment Management Ltd 0.52% Reduce -57.4% 29,281 $7.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +42.0% 29,001 $7.0M
Detalus Advisors, LLC 2.40% No change 28,909 $7.0M
Allen Mooney & Barnes Investment Advisors LLC 1.25% Reduce 0.0% 28,800 $7.0M
Walleye Capital LLC 0.08% Add +22.0% 28,721 $7.0M
Brookstone Capital Management 0.11% Add +8.5% 26,675 $6.9M
Retirement Systems of Alabama 0.03% Add +0.2% 27,267 $6.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +0.3% 27,151 $6.6M
Nisa Investment Advisors, LLC 0.04% Add +0.0% 26,688 $6.5M
Knuff & Co LLC 2.08% Reduce -3.3% 26,400 $6.4M
HRT Financial LP 0.04% New 25,926 $6.3M
IFM Investors Pty Ltd 0.06% Reduce -0.8% 25,453 $6.2M
Amalgamated Bank 0.05% Reduce -3.8% 25,215 $6.1M
Geo Capital Gestora de Recursos Ltd 5.98% Add +16312.6% 24,783 $6.0M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +0.0% 24,678 $6.0M
Handelsbanken Fonder AB 0.03% Add +20.0% 23,936 $5.8M
DNB Asset Management AS 0.03% Add +6.8% 23,850 $5.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +61.7% 23,791 $5.8M
Forsta Ap-Fonden 0.05% Reduce -4.4% 23,700 $5.7M
SG Americas Securities, LLC 0.04% Add +22.0% 23,593 $5.7M
Czech National Bank 0.07% Add +8.6% 23,555 $5.7M
USS Investment Management Ltd 0.05% Add +2.2% 23,558 $5.7M
Comerica Bank 0.02% Reduce -0.3% 22,123 $5.4M
Blue Zone Wealth Advisors, LLC 1.78% Reduce -1.9% 21,325 $5.2M
Raymond James Trust N.A. 0.12% Add +1.1% 21,324 $5.2M
Corient Private Wealth LP 0.01% Reduce -6.7% 21,082 $5.1M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.06% — 20,944 $5.1M
Utah Retirement Systems 0.06% Reduce -4.3% 20,191 $4.9M
HST Ventures, LLC 2.21% New 20,177 $4.9M
Letson Investment Management, Inc. 2.15% No change 20,063 $4.9M
Coalescence Partners Investment Management, LP 4.03% New 20,028 $4.9M
Xponance LLC 0.05% Reduce -23.3% 19,481 $4.7M
Millennium Management 0.00% Reduce -77.6% 19,374 $4.7M
Tredje AP-fonden 0.05% Reduce -1.5% 19,372 $4.7M
New York Life Investment Management LLC 0.05% Add +1.2% 18,870 $4.6M
Riverbridge Partners LLC 0.06% Reduce -0.6% 18,755 $4.5M
Mariner, LLC 0.01% Add +15.9% 18,306 $4.4M
Agf Management Ltd. 0.02% Add +6.2% 18,019 $4.4M
NewEdge Wealth, LLC 0.09% Add +2.2% 17,970 $4.4M
Biltmore Family Office, LLC 0.80% No change 17,928 $4.3M
Squarepoint Ops LLC 0.02% Add +434.8% 17,884 $4.3M
Vestmark Advisory Solutions, Inc. 0.18% Add +4.1% 17,805 $4.3M
Schonfeld Strategic Advisors LLC 0.03% Reduce -72.0% 17,668 $4.3M
Sentry LLC 0.77% No change 17,315 $4.2M
Allianz Asset Management GmbH 0.01% Reduce -0.5% 17,240 $4.2M
FORA Capital, LLC 0.51% New 17,133 $4.2M
Commerce Bank 0.03% Reduce -1.6% 17,122 $4.2M
ProShare Advisors LLC 0.01% Add +8.8% 17,087 $4.1M
HB Wealth Management, LLC 0.05% Add +1.0% 16,922 $4.1M
Fairbanks Capital Management, Inc. 2.69% Reduce -0.6% 16,878 $4.1M
Butensky & Cohen Financial Security, Inc. 1.30% Add +0.2% 16,851 $4.1M
Manning & Napier Advisors LLC 0.05% — 16,643 $4.0M
Avanda Investment Management Pte. Ltd. 0.60% Reduce -31.4% 16,457 $4.0M
Moore Capital Management, LP 0.09% Add +33.1% 16,155 $3.9M
M&T Bank Corp 0.01% Add +57.4% 16,147 $3.9M
SpiderRock Advisors, LLC 0.10% Add +61.6% 16,096 $3.9M
Yousif Capital Management, LLC 0.04% Reduce -1.5% 16,068 $3.9M
Cibc World Markets Corp. 0.03% Add +29.0% 15,934 $3.9M
Cetera Investment Advisers 0.01% Reduce -6.6% 15,889 $3.9M
Crawford Investment Counsel Inc. 0.07% Add +8.0% 15,726 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -3.6% 15,593 $3.8M
Thompson Investment Management, Inc. 0.58% Add +0.3% 15,464 $3.7M
Cresset Asset Management, LLC 0.02% Add +17.4% 15,425 $3.7M
Legacy Advisors, LLC 0.45% Add +3.6% 15,347 $3.7M
Nissay Asset Management Corp. /Japan 0.02% Add +3.3% 15,260 $3.7M
Brown Capital Management LLC 0.07% Reduce -0.6% 15,123 $3.7M
KBC Group NV 0.01% Add +5.6% 15,018 $3.6M
Atria Investments, Inc 0.05% Add +32.6% 14,996 $3.6M
AIA Group Ltd 0.11% Add +31.7% 14,976 $3.6M
Janus Henderson Group PLC 0.00% Reduce -2.2% 14,894 $3.6M
MML Investors Services, LLC 0.01% Reduce -4.3% 14,852 $3.6M
Cerity Partners LLC 0.01% Reduce -6.7% 14,808 $3.6M
NJ State Employees Deferred Compensation Plan 0.41% No change 13,700 $3.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 13,496 $3.3M
Townsquare Capital LLC 0.04% Add +21.4% 13,474 $3.3M
Daiwa Securities Group Inc. 0.02% Add +10.8% 13,446 $3.3M
State of Alaska, Department of Revenue 0.04% Add +0.5% 13,441 $3.3M
Arlington Partners LLC 1.61% Reduce -11.1% 13,379 $3.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +23.0% 13,365 $3.2M
D. E. Shaw & Co. 0.00% Reduce -4.3% 13,214 $3.2M
Commonwealth Equity Services, LLC 0.01% Reduce -4.7% 13,196 $3.2M
US Bancorp \de 0.00% Reduce -1.8% 13,072 $3.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.0% 12,772 $3.1M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.1% 12,680 $3.1M
Sanctuary Advisors, LLC 0.02% — 13,280 $3.0M
Rafferty Asset Management, LLC 0.01% Add +3.4% 12,131 $2.9M
Harbor Advisors LLC 0.53% No change 12,000 $2.9M
Hillman Capital Management, Inc. 1.01% Reduce -1.1% 11,769 $2.9M
Captrust Financial Advisors 0.01% Reduce -3.0% 11,608 $2.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -98.7% 11,555 $2.8M
Bank of Nova Scotia 0.01% Reduce -18.8% 11,401 $2.8M
Elo Mutual Pension Insurance Co 0.06% Add +1.2% 11,399 $2.8M
Nordea Investment Management AB 0.00% Add +2.9% 11,236 $2.7M
Twinbeech Capital LP 0.05% New 11,244 $2.7M
Lighthouse Investment Partners, LLC 0.15% No change 11,165 $2.7M
TD Private Client Wealth LLC 0.08% Reduce -3.8% 10,938 $2.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -0.0% 10,824 $2.6M
Oregon Public Employees Retirement Fund 0.05% Add +0.9% 10,647 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.7% 10,641 $2.6M
Capital Group Investment Management Pte. LTD. 0.56% Add +16.8% 10,610 $2.6M
Annandale Capital, LLC 0.52% No change 10,375 $2.5M
Vanguard Personalized Indexing Management, LLC 0.05% Add +24.3% 10,292 $2.5M
Gulf International Bank (UK) Ltd 0.06% No change 10,125 $2.5M
Lindsell Train Ltd 0.06% No change 10,300 $2.4M
Olstein Capital Management, L.P. 0.43% No change 10,000 $2.4M
RBF Capital, LLC 0.14% No change 10,000 $2.4M
UniSuper Management Pty Ltd 0.02% Add +94.6% 9,857 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.7% 9,781 $2.4M
Maryland State Retirement & Pension System 0.04% No change 9,562 $2.3M
Mizuho Securities USA LLC 0.05% New 9,528 $2.3M
Cary Street Partners Investment Advisory LLC 0.09% Reduce -2.4% 9,372 $2.3M
Burney Co./ 0.09% Reduce -4.8% 9,319 $2.3M
Kentucky Retirement Systems 0.07% Reduce -0.5% 9,315 $2.3M
Knollwood Investment Advisory, LLC 0.25% Add +358.1% 9,240 $2.2M
Osaic Holdings, Inc. 0.01% Add +40.1% 9,172 $2.2M
Northwest Investment Counselors, LLC 0.55% Add +1.6% 9,123 $2.2M
GW Henssler & Associates Ltd. 0.13% Reduce -4.8% 9,005 $2.2M
Pathstone Holdings, LLC 0.01% Add +9.1% 8,955 $2.2M
Orion Investment Co 0.86% — 8,887 $2.2M
South Dakota Investment Council 0.04% Reduce -0.1% 8,875 $2.2M
Pacer Advisors, Inc. 0.01% Add +0.1% 8,817 $2.1M
Cornerstone Wealth Management, LLC 0.16% No change 8,758 $2.1M
MBB Public Markets I LLC 0.04% Add +656.1% 8,620 $2.1M
Reynders McVeigh Capital Management, LLC 0.12% No change 8,612 $2.1M
Candriam S.C.A. 0.01% Add +6.5% 8,555 $2.1M
Quantinno Capital Management LP 0.04% Add +61.9% 8,248 $2.0M
Schroder Investment Management Group 0.00% Add +11.3% 8,118 $2.0M
Hartford Investment Management Co. 0.07% Reduce -0.6% 7,934 $1.9M
Penobscot Investment Management Company, Inc. 0.17% No change 7,350 $1.8M
Ieq Capital, LLC 0.02% Add +3.6% 7,272 $1.8M
Quantitative Investment Management, LLC 0.19% New 7,251 $1.8M
Florida Trust Wealth Management Co 0.06% Reduce -0.8% 7,226 $1.8M
Rockland Trust Co. 0.09% No change 7,200 $1.7M
O'shaughnessy Asset Management, LLC 0.02% Add +11.9% 7,085 $1.7M
Securian Asset Management, Inc. 0.05% Reduce -2.8% 7,050 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -2.8% 7,000 $1.7M
SYSTM Wealth Solutions LLC 0.37% Reduce -44.9% 6,792 $1.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +7.3% 6,748 $1.6M
Wellington Shields & Co., LLC 0.53% No change 6,729 $1.6M
Exchange Capital Management, Inc. 0.26% Reduce -0.8% 6,518 $1.6M
Power Wealth Management LLC 0.74% Add +8.3% 6,427 $1.6M
Kestra Advisory Services, LLC 0.01% Add +32.3% 6,380 $1.5M
Allianz SE 0.04% No change 6,249 $1.5M
New Mexico Educational Retirement Board 0.05% No change 6,205 $1.5M
Allspring Global Investments Holdings, LLC 0.00% Add +3.7% 6,166 $1.5M
Builder Investment Group Inc. 0.41% No change 6,153 $1.5M
Droms Strauss Advisors Inc. /Mo/ 0.53% Add +3.0% 6,062 $1.5M
Assetmark, Inc. 0.00% Add +14.9% 6,061 $1.5M
Ycg, LLC 0.12% No change 6,000 $1.5M
Long Road Investment Counsel, LLC 0.63% No change 5,966 $1.4M
XTX Topco Ltd 0.12% Reduce -15.6% 5,949 $1.4M
Fiduciary Trust Co 0.02% No change 5,946 $1.4M
Crossmark Global Holdings, Inc. 0.03% Reduce -0.7% 5,888 $1.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.11% Add +0.5% 5,923 $1.4M
NorthCoast Asset Management LLC 0.01% Add +68.8% 5,849 $1.4M
Dynasty Wealth Management, LLC 0.04% Reduce -2.0% 5,653 $1.4M
Premier Path Wealth Partners, LLC 0.23% Add +13.7% 5,517 $1.3M
Wellington Shields Capital Management, LLC 0.24% No change 5,438 $1.3M
E. Ohman J:or Asset Management AB 0.03% No change 5,400 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -70.5% 5,421 $1.3M
Tower Research Capital LLC (TRC) 0.02% Add +89.0% 5,348 $1.3M
Rakuten Investment Management, Inc. 0.01% Add +58.3% 5,378 $1.3M
UNIVEST FINANCIAL Corp 0.35% No change 5,250 $1.3M
STRS Ohio 0.01% New 5,248 $1.3M
Bradley Foster & Sargent Inc. 0.02% New 5,212 $1.3M
Linscomb Wealth, Inc. 0.07% Add +7.1% 5,199 $1.3M
Metis Global Partners, LLC 0.04% Add +1.6% 5,167 $1.3M
Wealthfront Advisers LLC 0.00% Add +5.4% 5,141 $1.2M
Capital Investment Advisors, LLC 0.03% Reduce -8.4% 5,136 $1.2M
Synovus Financial Corp. 0.02% Add +0.1% 5,029 $1.2M
Tidal Investments LLC 0.02% Add +211.4% 5,017 $1.2M
First Financial Bank - Trust Division 0.12% No change 4,998 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -33.4% 4,987 $1.2M
Fort Washington Investment Advisors Inc. 0.01% Reduce -0.4% 4,857 $1.2M
Advisor OS, LLC 0.13% Add +0.4% 4,731 $1.1M
Credit Agricole S A 0.01% Reduce -42.8% 4,684 $1.1M
CX Institutional 0.05% Reduce -0.3% 4,670 $1.1M
Public Sector Pension Investment Board 0.01% Add +66.3% 4,622 $1.1M
1832 Asset Management L.P. 0.00% Reduce -90.9% 4,621 $1.1M
NEOS Investment Management LLC 0.05% Add +30.8% 4,604 $1.1M
Sound View Wealth Advisors Group, LLC 0.12% Reduce -0.1% 4,602 $1.1M
LGT Group Foundation 0.02% New 4,579 $1.1M
Cullinan Associates Inc. 0.06% Reduce -3.9% 4,565 $1.1M
CIBC Private Wealth Group LLC 0.00% Reduce -1.4% 4,583 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +20.0% 4,492 $1.1M
Ethic Inc. 0.03% Reduce -67.3% 4,484 $1.1M
Two Sigma Investments, LP 0.00% Add +61.7% 4,471 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -11.4% 4,468 $1.1M
Norinchukin Bank, The 0.03% Add +2.5% 4,431 $1.1M
First Trust Direct Indexing L.P. 0.07% Add +22.7% 4,364 $1.1M
1900 Wealth Management LLC 0.10% No change 4,273 $1.0M
OMERS ADMINISTRATION Corp 0.01% New 4,264 $1.0M
Donaldson Capital Management, LLC 0.04% No change 4,214 $1.0M
Two Sigma Advisers, LP 0.00% New 4,200 $1.0M
&partners 0.04% Add +222.7% 4,186 $1.0M
AQR Capital Management 0.00% Add +0.1% 4,133 $1.0M
Bridgewater Associates 0.01% Reduce -49.1% 4,130 $1.0M
Empirical Finance, LLC 0.06% Reduce -6.3% 4,117 $998K
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +70.0% 4,083 $990K
Swiss Life Asset Management Ltd 0.01% Add +160.1% 4,081 $989K
Accretive Wealth Partners, LLC 0.41% Reduce -0.5% 4,072 $987K
Park Avenue Securities LLC 0.01% Reduce -0.9% 4,023 $975K
Nwam LLC 0.29% Add +0.1% 4,013 $973K
Brighton Jones LLC 0.03% Reduce -2.0% 4,008 $972K
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -2.0% 3,987 $967K
Mercer Global Advisors Inc. 0.00% Reduce -9.7% 3,970 $963K
Novak & Powell Financial Services, Inc. 0.59% Add +0.1% 3,938 $955K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.5% 3,933 $954K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +5.3% 3,866 $937K
Advisors Capital Management, LLC 0.02% Reduce -1.9% 3,796 $920K
Ossiam 0.02% Add +29.0% 3,758 $911K
Community Bank, N.A. 0.12% No change 3,750 $909K
United Capital Financial Advisors, LLC 0.01% Add +14.1% 3,747 $909K
1834 Investment Advisors Co. 0.11% Add +15.8% 3,739 $907K
Intech Investment Management LLC 0.01% Add +1.2% 3,726 $903K
Guyasuta Investment Advisors Inc. 0.07% No change 3,600 $890K
Avantax Advisory Services, Inc. 0.01% Add +336.3% 3,634 $881K
Fiduciary Group, LLC 0.09% Reduce -0.7% 3,598 $872K
Raymond James Financial Services Advisors, Inc. 0.00% Add +18.0% 3,581 $868K
Norman Fields, Gottscho Capital Management, LLC 0.30% No change 3,600 $863K
AE Wealth Management LLC 0.01% Add +24.2% 3,533 $857K
Quantbot Technologies LP 0.04% Add +23.7% 3,448 $836K
Triangle Securities Wealth Management 0.23% Add +0.1% 3,425 $830K
Wesbanco Bank Inc. 0.03% Reduce -1.1% 3,416 $828K
Taikang Asset Management (Hong Kong) Co Ltd 0.13% No change 3,322 $805K
LVW Advisors, LLC 0.12% Add +8.8% 3,307 $802K
Orion Porfolio Solutions, LLC 0.01% Reduce -42.7% 3,279 $795K
Orion Portfolio Solutions, LLC 0.01% Reduce -42.7% 3,279 $795K
Sit Investment Associates Inc. 0.02% Reduce -3.9% 3,205 $777K
iA Global Asset Management Inc. 0.01% No change 3,147 $763K
Focus Partners Wealth 0.00% Add +142.1% 3,046 $763K
Regions Financial Corp. 0.01% Reduce -34.1% 3,094 $750K
Huntington National Bank 0.01% Add +0.1% 3,050 $740K
PFC Capital Group, Inc. 0.37% No change 3,045 $738K
Gratus Capital, LLC 0.03% No change 3,038 $737K
New England Capital Financial Advisors LLC 0.41% No change 3,034 $736K
Fifth Third Bancorp 0.00% Add +3.1% 2,998 $727K
Clearstead Advisors, LLC 0.01% Add +1518.5% 2,978 $722K
Laurion Capital Management LP 0.02% New 2,956 $717K
Centiva Capital, LP 0.03% New 2,929 $710K
Silvercrest Asset Management Group LLC 0.00% No change 2,917 $707K
Aberdeen Wealth Management LLC 0.48% No change 2,900 $703K
American National Bank & Trust 0.09% No change 2,900 $703K
Pegasus Partners Ltd. 0.07% Reduce -45.2% 2,890 $701K
Meeder Advisory Services, Inc. 0.05% Add +63.7% 2,883 $699K
Mitchell & Pahl Private Wealth, LLC 0.37% Add +1.0% 2,880 $698K
Spinnaker Trust 0.04% No change 2,860 $693K
Financial Counselors Inc. 0.01% Reduce -0.3% 2,836 $688K
Eagle Ridge Investment Management 0.06% No change 2,753 $667K
Baron Capital (BAMCO) 0.00% Add +4.5% 2,700 $655K
Highland Capital Management, LLC 0.04% No change 2,666 $646K
Athena Investment Management 0.39% No change 2,620 $635K
Beacon Pointe Advisors, LLC 0.01% Reduce -20.9% 2,611 $633K
PDT Partners, LLC 0.06% Reduce -48.0% 2,600 $630K
Bowen Hanes & Co. Inc. 0.02% Reduce -8.5% 2,576 $625K
Rovin Capital /Ut/ 0.26% Reduce -3.1% 2,575 $624K
Prudential PLC 0.00% Add +80.3% 2,570 $623K
Wedmont Private Capital 0.04% Add +10.8% 2,411 $622K
Acadian Asset Management LLC 0.00% New 2,555 $618K
Essex Financial Services, Inc. 0.05% New 2,201 $618K
Bleakley Financial Group, LLC 0.02% Add +7.7% 2,540 $616K
Simplicity Wealth,LLC 0.01% Add +7.9% 2,536 $615K
Choreo, LLC 0.01% New 2,561 $609K
Aquatic Capital Management LLC 0.02% Reduce -84.8% 2,500 $606K
Doheny Asset Management 0.43% No change 2,500 $606K
Cyndeo Wealth Partners, LLC 0.05% Reduce -0.8% 2,486 $603K
Allworth Financial LP 0.00% Add +1.4% 2,313 $602K
Vestcor Inc 0.02% No change 2,464 $597K
Blueshift Asset Management, LLC 0.20% New 2,452 $595K
LifePlan Financial, LLC 0.54% Reduce -0.0% 2,423 $587K
Lido Advisors, LLC 0.00% Reduce -10.2% 2,419 $587K
Teacher Retirement System of Texas 0.00% Reduce -22.9% 2,416 $586K
CTC Alternative Strategies, Ltd. 0.25% New 2,400 $582K
Engineers Gate Manager LP 0.01% Reduce -39.9% 2,356 $571K
Keybank National Association 0.00% Add +1.8% 2,345 $569K
Graham Capital Management, L.P. 0.04% Add +70.0% 2,302 $558K
Compound Planning, Inc. 0.04% Add +3.1% 2,297 $557K
Assenagon Asset Management S.A. 0.00% Reduce -70.2% 2,204 $534K
DAVENPORT & Co LLC 0.00% Add +7.1% 2,122 $515K
Janney Capital Management LLC 0.04% No change 2,114 $513K
Natixis Investment Managers International 0.04% Reduce -3.0% 2,110 $512K
EverSource Wealth Advisors, LLC 0.03% Add +1.7% 1,822 $509K
NWF Advisory Services Inc. 0.08% No change 2,091 $507K
Everpar Advisors LLC 0.25% Add +12.6% 2,071 $502K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +11.8% 2,033 $493K
Guggenheim Capital LLC 0.00% Reduce -27.5% 2,008 $487K
Roundview Capital LLC 0.04% Reduce -3.5% 2,002 $485K
Northwestern Mutual Wealth Management Co. 0.00% Add +66.4% 1,993 $483K
Profund Advisors LLC 0.02% Reduce -1.1% 1,988 $482K
HighPoint Advisor Group LLC 0.03% Add +8.4% 1,719 $478K
Vident Advisory, LLC 0.01% Add +19.6% 1,945 $472K
Nicolet Bankshares Inc. 0.10% Reduce -2.9% 1,934 $469K
Aviso Financial Inc. 0.03% — 1,934 $469K
First Manhattan Co. Llc. 0.00% Add +0.1% 1,927 $467K
Manchester Capital Management LLC 0.06% Reduce -1.1% 1,912 $464K
Apollon Wealth Management, LLC 0.01% Add +21.0% 1,887 $458K
Bragg Financial Advisors, Inc 0.02% No change 1,880 $456K
Washington Trust Advisors, Inc. 0.04% No change 1,878 $455K
GAMMA Investing LLC 0.06% Add +91.3% 1,871 $454K
K.J. Harrison & Partners Inc 0.07% No change 1,860 $451K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -40.5% 1,837 $445K
Peapack Gladstone Financial Corp. 0.01% No change 1,821 $442K
Empowered Funds, LLC 0.01% Add +7.0% 1,814 $440K
BBR Partners, LLC 0.04% Reduce -9.8% 1,805 $438K
Shapiro Capital Management LLC 0.01% No change 1,800 $436K
Rappaport Reiches Capital Management, LLC 0.13% Add +0.3% 1,791 $434K
Nomura Holdings Inc. 0.00% Reduce -89.6% 1,790 $434K
Wedgewood Investors Inc. 0.51% — 1,775 $430K
Gibbs Wealth Management 0.17% Add +51.8% 1,773 $430K
Correct Capital Wealth Management 0.10% No change 1,751 $425K
NorthRock Partners, LLC 0.02% Add +0.9% 1,749 $424K
V-Square Quantitative Management LLC 0.07% Reduce -1.9% 1,739 $422K
Brown Brothers Harriman & Co. 0.00% Reduce -3.9% 1,737 $421K
Horizon Investments, LLC 0.01% Add +1.2% 1,724 $418K
HM Payson & Co. 0.01% No change 1,716 $416K
Quadrant Capital Group LLC 0.03% Reduce -4.5% 1,709 $414K
Williams Jones Wealth Management, LLC. 0.01% Add +3.3% 1,703 $413K
Ironwood Investment Counsel, LLC 0.07% No change 1,650 $400K
Heritage Wealth Management, LLC 0.22% Reduce -12.3% 1,648 $399K
Heritage Family Offices, LLP 0.22% — 1,648 $399K
Chicago Partners Investment Group LLC 0.02% Reduce -37.6% 1,421 $395K
Pitcairn Co. 0.02% Add +4.4% 1,626 $394K
Greenleaf Trust 0.00% Add +4.5% 1,617 $392K
TCV Trust & Wealth Management, Inc. 0.04% No change 1,600 $388K
Foster Victor Wealth Advisors, LLC 0.03% No change 1,459 $386K
Integrated Advisors Network LLC 0.02% Add +3.2% 1,566 $380K
FIL Ltd 0.00% New 1,558 $378K
Seven Eight Capital, LP 0.04% Reduce -74.2% 1,531 $371K
Caprock Group, LLC 0.01% Reduce -30.3% 1,518 $368K
Panagora Asset Management Inc. 0.00% Reduce -64.0% 1,514 $367K
Virginia Wealth Management Group, Inc. 0.33% No change 1,500 $364K
WASHINGTON TRUST Co 0.01% No change 1,500 $364K
Oxford Financial Group, LTD. LLC 0.02% Add +1.1% 1,491 $362K
Quotient Wealth Partners, LLC 0.01% New 1,490 $361K
MJP Associates Inc. 0.08% Add +7.7% 1,489 $361K
Bluespring Wealth Management, LLC 0.04% Add +0.2% 1,486 $360K
Vontobel Holding Ltd. 0.00% Reduce -15.5% 1,446 $351K
Strategic Blueprint, LLC 0.02% Reduce -3.7% 1,440 $349K
Wilmington Savings Fund Society, FSB 0.01% Reduce -0.4% 1,435 $348K
Cwm, LLC 0.00% Add +0.9% 1,427 $346K
Bryn Mawr Trust Advisors, LLC 0.02% No change 1,404 $340K
Axxcess Wealth Management, LLC 0.01% Add +1.4% 1,398 $339K
TrueWealth Advisors, LLC 0.12% Add +0.1% 1,388 $337K
Lake Street Advisors Group, LLC 0.02% Add +4.5% 1,384 $336K
Wolverine Trading, LLC 0.01% Reduce -25.3% 1,363 $330K
Syon Capital LLC 0.03% Add +1.8% 1,361 $330K
Verition Fund Management LLC 0.00% Reduce -15.8% 1,361 $330K
Gsa Capital Partners LLP 0.02% New 1,351 $328K
Summit Financial, LLC 0.01% Add +45.9% 1,344 $326K
Symmetry Partners, LLC 0.02% No change 1,336 $324K
Ameritas Investment Partners, Inc. 0.01% No change 1,334 $323K
Sciencast Management LP 0.11% New 1,333 $323K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 1,315 $319K
Burt Wealth Advisors 0.08% Reduce -26.2% 1,308 $317K
Aureus Asset Management, LLC 0.02% No change 1,300 $315K
Siemens Fonds Invest GmbH 0.02% No change 1,283 $311K
Cigna Investments Inc. 0.06% Reduce -1.5% 1,279 $310K
Ostrum Asset Management 0.03% Reduce -60.8% 1,274 $309K
Riverwater Partners LLC 0.23% New 1,265 $307K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.9% 1,261 $306K
International Assets Investment Management, LLC 0.03% Add +11.3% 1,247 $302K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -2.4% 1,243 $301K
Thrive Wealth Management, LLC 0.06% Add +11.3% 1,226 $297K
Valeo Financial Advisors, LLC 0.01% Add +0.3% 1,226 $297K
Personal Cfo Solutions, LLC 0.05% Add +2.7% 1,223 $297K
Wendell David Associates Inc. 0.03% No change 1,212 $294K
Steele Capital Management, Inc. 0.02% No change 1,200 $291K
Ballentine Partners, LLC 0.01% Add +13.4% 1,177 $285K
Independent Advisor Alliance 0.01% Add +17.9% 1,168 $283K
Cherry Creek Investment Advisors, Inc. 0.15% Add +0.2% 1,161 $281K
Edge Capital Group, LLC 0.01% Reduce -3.3% 1,158 $281K
Portside Wealth Group, LLC 0.05% Add +5.9% 1,152 $279K
Coldstream Capital Management Inc. 0.01% Reduce -24.9% 1,137 $276K
Sabal Trust CO 0.02% Add +0.5% 1,117 $271K
D.A. Davidson & Co. 0.00% Reduce -4.3% 1,114 $270K
Morningstar Investment Services LLC 0.00% Add +5.5% 1,126 $270K
Park National Corp. 0.01% No change 1,100 $267K
Wealth Alliance, LLC 0.03% Add +0.3% 1,098 $266K
Jump Financial, LLC 0.01% Reduce -90.1% 1,092 $265K
Inspire Investing, LLC 0.03% Reduce -34.4% 1,089 $264K
Private Trust Co. NA 0.03% Reduce -16.7% 1,089 $264K
Palogic Value Management, L.P. 0.11% Add +2.0% 1,083 $263K
Sequoia Financial Advisors, LLC 0.00% Add +42.5% 1,079 $262K
Austin Private Wealth, LLC 0.03% No change 1,070 $259K
Grey Ledge Advisors, LLC 0.07% No change 1,069 $259K
Oppenheimer & Co. Inc. 0.00% New 1,062 $257K
Cannon Financial Strategists, Inc. 0.05% No change 1,061 $257K
CreativeOne Wealth, LLC 0.01% New 1,063 $257K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +0.3% 1,055 $256K
Frank, Rimerman Advisors LLC 0.02% New 1,046 $254K
LRI Investments, LLC 0.03% New 1,039 $252K
Everett Harris & Co. 0.00% Reduce -1.1% 1,033 $250K
CI Investments Inc. 0.00% Reduce -5.3% 1,026 $249K
Fifth Third Wealth Advisors LLC 0.02% New 1,009 $245K
Ferguson Wellman Capital Management, Inc. 0.01% No change 1,006 $244K
Glenview Trust Co 0.00% No change 1,005 $244K
American Trust 0.02% Reduce -7.9% 1,002 $243K
Clarus Group, Inc. 0.11% No change 1,000 $242K
Auxier Asset Management LLC 0.04% No change 1,000 $242K
Nadler Financial Group, Inc. 0.03% No change 1,000 $242K
Howland Capital Management LLC 0.01% No change 1,000 $242K
Douglass Winthrop Advisors, LLC 0.00% No change 1,000 $242K
Capstone Investment Advisors, LLC 0.01% Add +274.9% 986 $239K
Salem Investment Counselors Inc. 0.01% No change 986 $239K
Modera Wealth Management, LLC 0.00% Reduce -0.8% 965 $234K
Trust Co of the South 0.06% No change 963 $233K
Ellevest, Inc. 0.01% Reduce -53.2% 950 $230K
MPS Loria Financial Planners, LLC 0.07% No change 944 $229K
Checchi Capital Advisers, LLC 0.02% Reduce -0.6% 941 $228K
J.W. Cole Advisors, Inc. 0.01% No change 902 $219K
Clarius Group, LLC 0.02% Reduce -3.1% 891 $216K
Daiichi Life Insurance Co., Ltd. 0.01% Reduce -14.5% 886 $215K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -39.0% 883 $214K
Venture Visionary Partners LLC 0.01% Reduce -3.7% 860 $209K
Diversify Wealth Management, LLC 0.03% — 740 $206K
Apeiron RIA LLC 0.06% No change 850 $206K
Advus Financial Partners, LLC 0.06% Reduce -0.7% 850 $206K
Venturi Wealth Management, LLC 0.01% Add +486.2% 850 $206K
Conning Inc. 0.01% Add +4.7% 848 $206K
Lakeshore Financial Planning, Inc. 0.10% No change 847 $205K
Stephens Inc. 0.00% Add +5.5% 841 $204K
Scientech Research LLC 0.04% New 831 $201K
Westpac Banking Corp. 0.02% Add +36.4% 791 $192K
Larson Financial Group LLC 0.01% Add +288.6% 781 $189K
Jones Financial Companies LLLP 0.00% Add +14680.0% 739 $179K
Mather Group, Llc. 0.00% Add +41.4% 625 $167K
Principal Securities, Inc. 0.00% Add +8.2% 684 $166K
Rothschild Investment LLC 0.01% Add +2.4% 681 $165K
Farther Finance Advisors, LLC 0.01% Add +99.1% 697 $165K
Whittier Trust Co. 0.00% No change 669 $162K
Delta Asset Management LLC 0.01% No change 663 $161K
IFP Advisors, Inc 0.01% Add +34.1% 618 $150K
Eagle Bay Advisors LLC 0.09% Add +0.2% 597 $145K
Penserra Capital Management LLC 0.00% Add +2.3% 581 $141K
GeoWealth Management, LLC 0.01% Reduce -1.4% 555 $135K
Lindbrook Capital, LLC 0.01% Add +7.5% 546 $132K
Family Firm, Inc. 0.03% New 545 $132K
Pension & Wealth Management Advisors, Inc. 0.08% Add +20.0% 540 $131K
Sentry Investment Management LLC 0.06% Reduce -17.0% 533 $129K
Chris Bulman Inc 0.09% — 513 $124K
MassMutual Private Wealth & Trust, FSB 0.00% Add +16.0% 507 $123K
Parallel Advisors, LLC 0.00% Add +20.5% 506 $123K
Global Retirement Partners, LLC 0.00% Add +251.7% 422 $102K
Peoples Bank 0.08% No change 415 $101K
Arlington Trust Co LLC 0.02% No change 410 $99K
Trust Co. of Vermont 0.01% No change 405 $98K
Nvwm, LLC 0.03% Add +0.3% 404 $98K
Alta Advisers Ltd 0.05% No change 400 $97K
Hanson & Doremus Investment Management 0.02% No change 397 $96K
DT Investment Partners, LLC 0.01% No change 355 $86K
CVA Family Office, LLC 0.02% No change 347 $84K
Piscataqua Savings Bank 0.07% Reduce -1.2% 337 $82K
Cromwell Holdings LLC 0.05% — 327 $79K
Smartleaf Asset Management LLC 0.01% Add +36.0% 317 $76K
Whittier Trust Co. of Nevada Inc. 0.00% Add +180.2% 297 $72K
Benjamin F. Edwards & Company, Inc. 0.00% Add +4.7% 292 $71K
NewEdge Advisors, LLC 0.00% Reduce -14.3% 275 $67K
Versant Capital Management, Inc 0.02% No change 270 $65K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 263 $64K
Benjamin Edwards Inc. 0.01% Add +10.0% 254 $62K
Strengthening Families & Communities, LLC 0.02% New 253 $61K
City State Bank 0.02% No change 250 $61K
Parkside Financial Bank & Trust 0.01% Add +2.2% 229 $56K
Key Financial Inc 0.01% No change 227 $55K
Osterweis Capital Management Inc. 0.00% No change 210 $51K
First Financial Corp. 0.03% No change 209 $51K
Cape Investment Advisory, Inc. 0.02% No change 200 $48K
Compass Wealth Management LLC 0.01% No change 200 $48K
UMB Bank, n.a. 0.00% Add +74.1% 195 $47K
ORG Partners LLC 0.01% New 199 $47K
Activest Wealth Management 0.02% New 194 $47K
Geneos Wealth Management Inc. 0.00% Add +142.5% 194 $47K
Covestor Ltd 0.03% Add +189.2% 188 $46K
Ridgewood Investments LLC 0.02% New 174 $42K
Blue Trust, Inc. 0.00% Add +271.4% 156 $42K
Arax Advisory Partners 0.00% Add +54.6% 150 $36K
Ancora Advisors LLC 0.00% No change 150 $36K
Harbour Investments, Inc. 0.00% Add +1.4% 149 $36K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 150 $36K
MV Capital Management, Inc. 0.00% Add +4.3% 146 $35K
Glen Eagle Advisors, LLC 0.01% No change 143 $35K
First Community Trust NA 0.03% New 138 $33K
Horizon Bancorp Inc. 0.02% No change 132 $32K
Crewe Advisors LLC 0.00% Add +138.2% 131 $32K
Caldwell Trust Co 0.00% No change 126 $31K
Mascoma Wealth Management LLC 0.01% New 125 $30K
Atlas Capital Advisors Inc. 0.00% No change 125 $30K
Tortoise Investment Management, LLC 0.00% Add +76.1% 125 $30K
Ofi Invest Asset Management 0.00% Add +4.8% 130 $29K
Capital Advisors, Ltd. LLC 0.00% Add +6.2% 120 $29K
Addison Advisors LLC 0.01% No change 111 $27K
Raffa Wealth Management, LLC 0.01% No change 107 $26K
Optimum Investment Advisors 0.01% No change 100 $24K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 100 $24K
Catalyst Funds Management Pty Ltd 0.01% New 100 $24K
Spire Wealth Management 0.00% Add +1.0% 98 $24K
Smithfield Trust Co 0.00% No change 99 $23K
Meeder Asset Management Inc. 0.00% Add +535.7% 89 $22K
Private Wealth Management Group, LLC 0.01% No change 87 $21K
HHM Wealth Advisors, LLC 0.00% No change 83 $20K
Farmers & Merchants Investments Inc. 0.00% No change 82 $20K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +1.3% 81 $20K
Rise Advisors, LLC 0.01% No change 80 $19K
AdvisorNet Financial, Inc 0.00% Reduce -23.1% 80 $19K
EnRich Financial Partners LLC 0.01% No change 79 $19K
Park Place Capital Corp 0.01% No change 73 $18K
West Paces Advisors Inc. 0.00% No change 72 $17K
Concourse Financial Group Securities, Inc. 0.00% Reduce -2.9% 68 $16K
Raleigh Capital Management Inc. 0.01% Add +3.1% 67 $16K
GW&K Investment Management, LLC 0.00% Add +15.2% 53 $13K
McIlrath & Eck, LLC 0.00% No change 53 $13K
Continuum Advisory, LLC 0.00% Reduce -10.3% 52 $13K
Global X Japan Co., Ltd. 0.00% Reduce -21.2% 52 $13K
Johnson Financial Group, Inc. 0.00% Add +4.3% 49 $12K
Bell Investment Advisors, Inc 0.00% Reduce -5.9% 48 $12K
Harbor Investment Advisory, LLC 0.00% Add +200.0% 48 $12K
First Horizon Advisors, Inc. 0.00% Reduce -8.5% 43 $10K
Solstein Capital, LLC 0.01% No change 42 $10K
SRH Advisors, LLC 0.00% No change 42 $10K
Valley National Advisers Inc. 0.00% Add +8.6% 38 $9K
Financial Network Wealth Advisors LLC 0.01% New 37 $9K
Cherry Tree Wealth Management, LLC 0.00% No change 34 $8K
JFS Wealth Advisors, LLC 0.00% Reduce -3.0% 32 $8K
Creative Financial Designs Inc. 0.00% No change 30 $7K
Sandy Spring Bank 0.00% New 29 $7K
Ransom Advisory, Ltd 0.00% No change 28 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $7K
Sachetta, LLC 0.00% Add +155.6% 23 $6K
Lynx Investment Advisory 0.00% — 26 $6K
TD Waterhouse Canada Inc. 0.00% Reduce -79.0% 25 $6K
Fortitude Family Office, LLC 0.00% Add +4.3% 24 $6K
ESL Trust Services, LLC 0.00% New 24 $6K
State of Wyoming 0.00% Add +37.5% 22 $5K
Prestige Wealth Management Group LLC 0.00% No change 21 $5K
Abound Wealth Management 0.00% No change 20 $5K
Castleview Partners, LLC 0.00% New 17 $4K
Balefire, LLC 0.00% No change 17 $4K
Opal Wealth Advisors, LLC 0.00% New 16 $4K
Red Tortoise LLC 0.00% No change 16 $4K
Concord Wealth Partners 0.00% No change 16 $4K
Quent Capital, LLC 0.00% Add +100.0% 16 $4K
Zions Bancorporation, N.A. 0.00% Reduce -38.5% 16 $4K
WR Wealth Planners, LLC 0.00% Add +160.0% 13 $3K
Cullen/Frost Bankers, Inc. 0.00% New 13 $3K
Avion Wealth 0.00% No change 16 $3K
Lanark Financial, Inc. 0.00% No change 13 $3K
Dunhill Financial, LLC 0.00% Add +20.0% 12 $3K
RFP Financial Group LLC 0.00% New 12 $3K
Cornerstone Planning Group LLC 0.00% Add +400.0% 10 $3K
SJS Investment Consulting Inc. 0.00% Reduce -91.0% 11 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +22.2% 11 $3K
MCF Advisors LLC 0.00% No change 11 $3K
Criterion Capital Advisors, LLC 0.00% No change 10 $2K
Coston, McIsaac & Partners 0.00% No change 10 $2K
Lazard Asset Management LLC 0.00% New 12 $2K
TFC Financial Management, Inc. 0.00% Add +14.3% 8 $2K
Pineridge Advisors LLC 0.00% No change 8 $2K
Unique Wealth Strategies, LLC 0.00% New 7 $2K
Trifecta Capital Advisors, LLC 0.00% New 7 $2K
Carolinas Wealth Consulting LLC 0.00% Reduce -12.5% 7 $2K
Fairway Wealth LLC 0.00% New 7 $2K
Quarry LP 0.00% New 7 $2K
Qube Research & Technologies Ltd 0.00% Reduce -100.0% 7 $2K
Optiver Holding B.V. 0.00% Reduce -94.3% 7 $2K
Tucker Asset Management LLC 0.00% New 6 $1K
Bokf, NA 0.00% Reduce -73.9% 6 $1K
CENTRAL TRUST Co 0.00% No change 6 $1K
Vermillion & White Wealth Management Group, LLC 0.00% No change 5 $1K
Wolff Wiese Magana LLC 0.00% No change 5 $1K
True Wealth Design, LLC 0.00% Add +25.0% 5 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Capital Analysts, LLC 0.00% New 4 $1K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 4 $970
Ruedi Wealth Management, Inc. 0.00% New 4 $970
Riggs Asset Managment Co. Inc. 0.00% New 4 $970
Core Alternative Capital 0.00% No change 4 $970
Gradient Investments LLC 0.00% No change 4 $970
Avior Wealth Management, LLC 0.00% Reduce -98.6% 4 $969
Valued Wealth Advisors LLC 0.00% No change 3 $728
PEAK6 Investments LLC 0.00% Reduce -100.0% 3 $630
Redwood Wealth Management Group, LLC 0.00% New 2 $485
Highline Wealth Partners LLC 0.00% No change 2 $485
Asset Dedication, LLC 0.00% No change 1 $243
Aspect Partners, LLC 0.00% No change 1 $242
Strategic Financial Concepts, LLC 0.00% New 15,305 $55
McClarren Financial Advisors, Inc. 0.00% Add +139.6% 242 $24

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