EquifaxEFX

13F holders, Q3 2024 (September 30)
837holders +78
128new positions
50sold out
9famous investors
$292.15avg. 13F price*

At the end of Q3 2024, 837 institutions reported holding Equifax Inc. (EFX) in their 13F filings, up 78 from Q2 2024. 128 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($4.2B), Capital International Investors ($3.5B) and BlackRock, Inc. ($2.8B). 9 famous investors held it, including Bill Nygren (0.9% of Harris Associates (Oakmark Funds)'s portfolio), Terry Smith (0.4% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions128$204.2M
Exits50$192.3M

All 13F filers, Q2 2024 → Q3 2024: 8,142,258 shares bought and 11,930,466 shares sold, net −3,788,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 837 holders

Vanguard Group Inc. 0.07% Add +0.5% 14,254,496 $4.2B
Capital International Investors 0.68% Reduce -18.0% 11,979,271 $3.5B
BlackRock, Inc. 0.06% — 9,534,822 $2.8B
State Street Corp. 0.06% Add +1.1% 4,816,186 $1.4B
T. Rowe Price Associates Inc. 0.15% Add +63.1% 4,348,129 $1.3B
Massachusetts Financial Services Co. 0.35% Reduce -7.3% 3,964,651 $1.2B
Morgan Stanley 0.07% Reduce -34.9% 3,320,631 $975.8M
FMR LLC 0.06% Add +37.4% 3,233,744 $950.3M
Kayne Anderson Rudnick Investment Management LLC 2.02% Add +2.2% 3,111,840 $914.4M
Geode Capital Management, LLC 0.07% Add +1.0% 2,885,661 $845.0M
T. Rowe Price Investment Management, Inc. 0.50% Reduce -28.1% 2,828,481 $831.2M
Invesco Ltd. 0.13% Reduce -4.4% 2,260,915 $664.4M
Parnassus Investments, LLC 1.29% Add +0.0% 2,066,613 $607.3M
Generation Investment Management LLP 2.83% Reduce -43.0% 2,062,956 $606.2M
Cantillon Capital Management LLC 3.28% Reduce -2.9% 1,825,400 $536.4M
Harris Associates (Oakmark Funds) 0.88% Reduce -20.5% 1,820,948 $535.1M
Bank of America Corp. 0.04% Add +15.8% 1,372,552 $403.3M
Jensen Investment Management Inc. 3.05% Reduce -17.5% 1,241,945 $365.0M
Marshall Wace, LLP 0.43% Add +7.2% 1,127,028 $331.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.35% Reduce -28.5% 1,120,470 $329.3M
Northern Trust Corp. 0.05% Reduce -6.6% 1,090,701 $320.5M
Boston Partners 0.36% Add +1.3% 1,041,281 $305.9M
Norges Bank 0.04% Reduce -4.2% 1,022,119 $300.4M
Bank of New York Mellon Corp 0.05% Reduce -8.7% 892,881 $262.4M
Franklin Resources Inc. 0.07% Add +34.2% 863,718 $251.5M
Goldman Sachs Group Inc. 0.05% Add +26.3% 804,420 $236.4M
Kensico Capital Management Corp. 6.07% No change 777,500 $228.5M
Charles Schwab Investment Management Inc. 0.04% Add +13.1% 767,136 $225.4M
Van Eck Associates Corp. 0.28% Reduce -44.7% 825,844 $224.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -4.2% 755,294 $222.0M
Macquarie Group Ltd. 0.23% Reduce -11.5% 734,547 $215.9M
Artisan Partners Limited Partnership 0.32% Reduce -0.5% 723,424 $212.6M
Neuberger Berman Group LLC 0.16% Reduce -0.3% 718,823 $211.2M
Legal & General Group Plc 0.06% Add +0.9% 717,316 $210.8M
Bessemer Group Inc. 0.34% Add +1.4% 705,042 $207.2M
JPMorgan Chase & Co. 0.02% Add +8.3% 658,438 $193.5M
Intermede Investment Partners Ltd 3.97% Reduce -13.3% 646,724 $190.0M
American Century Companies Inc. 0.11% Add +6.0% 643,162 $189.0M
Theleme Partners LLP 10.36% Add +52.9% 598,088 $175.8M
Pictet Asset Management Holding SA 0.19% Reduce -0.2% 586,765 $172.4M
Dimensional Fund Advisors LP 0.04% Reduce -0.3% 582,991 $171.3M
Ako Capital LLP 2.11% Reduce -21.0% 549,812 $161.6M
Ensign Peak Advisors, Inc 0.28% Reduce -1.5% 547,609 $160.9M
Wells Fargo & Company 0.04% Reduce -0.7% 537,547 $158.0M
Raymond James & Associates 0.07% Add +4.6% 403,226 $118.5M
Citadel Advisors 0.12% Add +31.4% 392,444 $115.3M
Allianz Asset Management GmbH 0.18% Add +2131.6% 384,731 $113.1M
Aviva PLC 0.29% Reduce -8.0% 383,550 $112.7M
Swiss National Bank 0.07% Reduce -0.3% 366,900 $107.8M
Fundsmith 0.42% Reduce -20.7% 363,328 $106.8M
Nuveen Asset Management, LLC 0.03% Reduce -1.6% 347,123 $102.0M
1832 Asset Management L.P. 0.16% Add +6945.2% 325,559 $95.7M
Rathbones Group PLC 0.43% No change 292,937 $86.1M
Russell Investments Group, Ltd. 0.12% Reduce -9.6% 289,437 $85.1M
Envestnet Asset Management Inc. 0.03% Reduce -0.1% 281,506 $82.7M
Federated Hermes, Inc. 0.18% Reduce -1.7% 276,592 $81.3M
Qube Research & Technologies Ltd 0.15% Add +3917685.7% 274,245 $80.6M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +0.5% 273,033 $80.2M
TD Asset Management Inc 0.07% Reduce -24.3% 263,036 $76.4M
TimesSquare Capital Management, LLC 1.09% Reduce -1.2% 247,815 $72.8M
HSBC Holdings PLC 0.05% Reduce -8.5% 247,617 $72.7M
Deutsche Bank AG 0.03% Add +14.3% 245,585 $72.2M
GFI Investment Counsel Ltd. 8.22% Reduce -0.6% 241,012 $70.8M
Rhumbline Advisers 0.06% Reduce -1.7% 225,204 $66.2M
Frontier Capital Management Co. LLC 0.61% Reduce -2.4% 221,184 $65.0M
CIBC Asset Management Inc 0.20% Add +12.8% 215,282 $63.2M
Jane Street Group, LLC 0.10% Add +287.6% 213,549 $62.8M
California State Teachers Retirement System 0.07% Add +1.1% 212,587 $62.5M
California Public Employees Retirement System 0.04% Add +1.5% 212,192 $62.4M
Baird Financial Group, Inc. 0.12% Reduce -29.5% 209,467 $61.6M
UBS Group AG 0.02% Add +17.3% 192,527 $56.6M
Barclays PLC 0.02% Add +2.8% 184,890 $54.3M
Weitz Investment Management, Inc. 2.55% No change 176,000 $51.7M
Sei Investments Co. 0.06% Add +1.0% 168,133 $49.4M
National Pension Service 0.05% Add +4.5% 166,004 $48.8M
Royal Bank of Canada 0.01% Add +35.5% 164,263 $48.3M
Millennium Management 0.04% Add +745.6% 163,822 $48.1M
Two Sigma Investments, LP 0.11% Add +3407.5% 156,822 $46.1M
Mackenzie Financial Corp. 0.06% Reduce -17.8% 154,440 $45.4M
ZWJ Investment Counsel Inc. 1.81% Reduce -3.5% 151,022 $44.4M
Investment Management Corp of Ontario 0.98% Add +0.9% 149,141 $43.8M
Principal Financial Group Inc. 0.02% Add +6.1% 147,448 $43.3M
BNP Paribas Financial Markets 0.04% Reduce -0.2% 145,143 $42.7M
Alliancebernstein L.P. 0.01% Reduce -0.8% 142,287 $41.8M
Abn Amro Investment Solutions 0.72% Add +1.1% 139,086 $40.9M
Ameriprise Financial Inc. 0.01% Add +56.5% 138,666 $40.7M
Amundi 0.01% Add +6.1% 140,682 $40.3M
Dundas Partners LLP 2.80% No change 132,615 $39.0M
CANADA LIFE ASSURANCE Co 0.07% Add +5.6% 130,998 $38.5M
Twinbeech Capital LP 0.68% Add +983.2% 121,798 $35.8M
State Board of Administration of Florida Retirement System 0.07% Add +0.0% 118,972 $35.0M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -1.7% 116,600 $34.3M
Assenagon Asset Management S.A. 0.07% Add +5123.0% 115,114 $33.8M
HRT Financial LP 0.16% Add +330.8% 111,687 $32.8M
Mar Vista Investment Partners LLC 2.07% Reduce -25.6% 110,584 $32.5M
Citigroup Inc. 0.03% Reduce -14.0% 108,496 $31.9M
Boston Financial Mangement LLC 0.94% Add +3.2% 107,593 $31.6M
North Star Asset Management Inc. 1.41% Reduce -0.1% 107,041 $31.5M
New York State Teachers Retirement System 0.06% Reduce -4.5% 105,737 $31.1M
No Street GP LP 2.38% Add +5.0% 105,000 $30.9M
Asset Management One Co., Ltd. 0.10% Add +0.5% 96,204 $28.3M
NS Partners Ltd 1.18% Add +2.3% 95,010 $27.9M
CIBC Private Wealth Group LLC 0.05% Add +1947.6% 93,841 $27.6M
Bank of Montreal 0.01% Add +1.9% 93,795 $27.2M
Investors Asset Management of Georgia Inc. /Ga/ 12.28% Reduce -10.3% 88,498 $26.0M
Walleye Capital LLC 0.30% Add +206.8% 88,106 $25.9M
Squarepoint Ops LLC 0.08% Add +368.2% 83,732 $24.6M
Stifel Financial Corp. 0.03% Reduce -11.4% 82,301 $24.2M
Wellington Management Group LLP 0.00% Reduce -31.4% 82,102 $24.1M
Trexquant Investment LP 0.30% Add +102.3% 80,670 $23.7M
Natixis Advisors, LLC 0.05% Reduce -2.0% 78,732 $23.1M
Prudential Financial Inc. 0.03% Add +3.7% 78,158 $23.0M
State of Wisconsin Investment Board 0.06% Add +3.7% 77,825 $22.9M
Schonfeld Strategic Advisors LLC 0.18% Add +328.3% 75,665 $22.2M
Korea Investment CORP 0.05% Add +64.6% 74,780 $22.0M
New York State Common Retirement Fund 0.03% Reduce -14.9% 74,499 $21.9M
Manufacturers Life Insurance Company, The 0.02% Add +0.3% 74,459 $21.9M
Markel Group 0.19% Reduce -25.6% 72,850 $21.4M
Kinetic Partners Management, LP 1.46% New 71,450 $21.0M
Storebrand Asset Management As 0.07% Reduce -2.2% 70,504 $20.7M
Rbo & Co. LLC 3.14% Reduce -0.2% 67,794 $19.9M
Old National Bancorp 0.46% Add +1.4% 67,582 $19.9M
National Bank of Canada 0.03% Add +76.4% 66,972 $19.7M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -1.7% 66,725 $19.6M
Capital International, Inc. 0.25% Reduce -29.1% 66,440 $19.5M
GW&K Investment Management, LLC 0.17% Add +124532.1% 66,055 $19.4M
Robeco Institutional Asset Management B.V. 0.04% Reduce -9.5% 65,839 $19.3M
ExodusPoint Capital Management, LP 0.20% Add +118.7% 65,011 $19.1M
LPL Financial LLC 0.01% Add +8.0% 64,792 $19.0M
Capital International Sarl 0.48% Add +3.6% 63,508 $18.7M
Brown Advisory Inc. 0.02% Reduce -2.7% 61,566 $18.1M
State of Tennessee, Department of Treasury 0.06% Add +0.5% 60,993 $17.9M
Vaughan Nelson Investment Management, L.P. 0.16% Reduce -38.5% 59,925 $17.6M
Blair William & Co. 0.05% Add +1.2% 59,558 $17.5M
Voya Investment Management LLC 0.02% Reduce -7.1% 59,488 $17.5M
Glenmede Trust Co. NA 0.08% Reduce -0.0% 59,397 $17.5M
Signaturefd, LLC 0.33% Reduce -5.3% 58,594 $17.2M
HighTower Advisors, LLC 0.03% Add +2.8% 57,943 $17.0M
Capital Group Private Client Services, Inc. 0.16% Reduce -2.4% 57,847 $17.0M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +0.4% 57,814 $17.0M
M&G PLC 0.10% Reduce -17.8% 57,429 $16.9M
Royal London Asset Management Ltd. 0.04% Add +4.6% 57,039 $16.8M
Truist Financial Corp. 0.03% Reduce -5.2% 56,910 $16.7M
Canada Pension Plan Investment Board 0.02% Add +71.5% 55,635 $16.3M
Swedbank AB 0.02% Add +37.5% 55,473 $16.3M
Montag A & Associates Inc. 0.76% Add +0.5% 54,358 $16.0M
Mediolanum International Funds Ltd 0.22% Reduce -63.8% 54,744 $15.9M
Treasurer of the State of North Carolina 0.06% Add +0.4% 53,687 $15.8M
Danske Bank A/S 0.05% Add +1.1% 52,940 $15.6M
Aberdeen Group plc 0.03% Add +7.8% 49,143 $14.4M
Kornitzer Capital Management Inc. 0.27% Add +27.2% 48,862 $14.4M
Arrowstreet Capital, Limited Partnership 0.01% New 48,642 $14.3M
DekaBank Deutsche Girozentrale 0.03% Add +0.1% 49,291 $14.2M
Coalescence Partners Investment Management, LP 6.35% Add +138.0% 47,665 $14.0M
Man Group plc 0.04% New 47,398 $13.9M
Mn Services Vermogensbeheer B.V. 0.10% Reduce -2.5% 47,200 $13.9M
Nicola Wealth Management LTD. 1.10% No change 47,000 $13.8M
C Partners Holding GmbH 4.33% Reduce -61.4% 46,472 $13.7M
Victory Capital Management Inc. 0.01% Reduce -2.5% 46,282 $13.6M
Carmignac Gestion 0.22% New 45,800 $13.5M
Aquatic Capital Management LLC 0.35% Add +1711.2% 45,280 $13.3M
State of New Jersey Common Pension Fund D 0.05% Add +0.1% 44,903 $13.2M
Susquehanna International Group, LLP 0.02% Add +43.0% 44,803 $13.2M
Madison Asset Management, LLC 0.15% Reduce -0.7% 44,697 $13.1M
Toronto Dominion Bank 0.02% Add +23.4% 44,626 $13.1M
Public Employees Retirement System of Ohio 0.06% Reduce -4.8% 44,622 $13.1M
B. Metzler seel. Sohn & Co. Holding AG 0.13% — 44,266 $13.0M
B. Metzler seel. Sohn & Co. AG 0.13% Add +22.5% 44,266 $13.0M
Capital International Ltd. 0.56% Reduce -12.0% 44,182 $13.0M
Varma Mutual Pension Insurance Co 0.10% Add +10.9% 47,764 $12.7M
Moran Wealth Management, LLC 0.39% Add +0.4% 42,863 $12.6M
Tudor Investment Corporation 0.13% New 41,158 $12.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +41.0% 40,886 $12.0M
Polar Asset Management Partners Inc. 0.41% New 40,700 $12.0M
HST Ventures, LLC 3.19% Add +97.0% 39,738 $11.7M
Firetrail Investments PTY Ltd. 3.33% Add +0.7% 39,355 $11.6M
Generate Investment Management Ltd 0.76% Add +32.2% 38,718 $11.4M
PNC Financial Services Group, Inc. 0.01% Add +2.0% 37,764 $11.1M
Resona Asset Management Co.,Ltd. 0.06% Reduce -1.1% 37,744 $11.1M
Creative Planning 0.01% Add +6.9% 37,326 $11.0M
Janney Montgomery Scott LLC 0.03% Add +0.3% 36,979 $10.9M
Nomura Asset Management Co. Ltd. 0.03% Add +5.4% 36,380 $10.7M
Quadrature Capital Ltd 0.24% New 35,819 $10.5M
Arizona State Retirement System 0.07% Add +3.8% 35,415 $10.4M
Nisa Investment Advisors, LLC 0.06% Add +29.3% 34,510 $10.1M
KBC Group NV 0.03% Add +128.6% 34,326 $10.1M
Engineers Gate Manager LP 0.20% Add +1347.7% 34,108 $10.0M
Connor, Clark & Lunn Investment Management Ltd. 0.05% New 33,840 $9.9M
State of Michigan Retirement System 0.05% Reduce -0.6% 33,678 $9.9M
MetLife Investment Management, LLC 0.06% Reduce -2.4% 33,283 $9.8M
Toth Financial Advisory Corp. 1.13% Reduce -1.7% 32,497 $9.5M
Corebridge Financial, Inc. 0.05% Reduce -3.0% 31,320 $9.2M
Artemis Investment Management LLP 0.13% Reduce -39.7% 29,093 $8.5M
Brasada Capital Management, LP 1.48% Reduce -2.9% 28,893 $8.5M
Allen Mooney & Barnes Investment Advisors LLC 1.44% Reduce -0.3% 28,705 $8.4M
Detalus Advisors, LLC 2.78% Reduce -1.4% 28,500 $8.4M
Moneta Group Investment Advisors LLC 0.12% Reduce -12.2% 27,831 $8.2M
Brookstone Capital Management 0.12% Add +3.2% 27,537 $8.1M
Two Sigma Advisers, LP 0.02% Add +552.4% 27,400 $8.1M
Retirement Systems of Alabama 0.03% Reduce -1.2% 26,949 $7.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -0.8% 26,936 $7.9M
Manning & Napier Advisors LLC 0.09% Add +59.4% 26,532 $7.8M
Forsta Ap-Fonden 0.06% Add +11.8% 26,500 $7.8M
Knuff & Co LLC 2.37% No change 26,400 $7.8M
Handelsbanken Fonder AB 0.03% Add +8.5% 25,975 $7.6M
IFM Investors Pty Ltd 0.07% Reduce -0.5% 25,324 $7.4M
Czech National Bank 0.07% Add +7.0% 25,206 $7.4M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +1.3% 25,009 $7.3M
Amalgamated Bank 0.06% Reduce -2.4% 24,618 $7.2M
DNB Asset Management AS 0.03% Add +3.1% 24,589 $7.2M
USS Investment Management Ltd 0.05% Add +0.3% 23,636 $6.9M
Comerica Bank 0.03% Add +0.6% 22,252 $6.5M
Blue Zone Wealth Advisors, LLC 2.03% Add +3.9% 22,162 $6.5M
Federation des caisses Desjardins du Quebec 0.03% Reduce -39.1% 21,863 $6.4M
Raymond James Trust N.A. 0.14% Add +1.0% 21,537 $6.3M
Magnetar Financial LLC 0.16% New 21,402 $6.3M
Campbell & CO Investment Adviser LLC 0.47% New 21,317 $6.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% — 20,844 $6.1M
Corient Private Wealth LP 0.01% Reduce -1.4% 20,784 $6.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -13.3% 20,622 $6.1M
NewEdge Wealth, LLC 0.11% Add +13.5% 20,400 $6.0M
Utah Retirement Systems 0.07% Add +0.5% 20,291 $6.0M
Letson Investment Management, Inc. 2.32% No change 20,063 $5.9M
ICICI Prudential Asset Management Co Ltd 0.61% Reduce -46.6% 19,791 $5.8M
Xponance LLC 0.06% Add +0.8% 19,639 $5.8M
Tredje AP-fonden 0.05% No change 19,372 $5.7M
Mariner, LLC 0.01% Add +4.4% 19,114 $5.6M
Vestmark Advisory Solutions, Inc. 0.21% Add +7.0% 19,046 $5.6M
New York Life Investment Management LLC 0.05% Reduce -2.9% 18,315 $5.4M
Riverbridge Partners LLC 0.07% Reduce -3.4% 18,123 $5.3M
Agf Management Ltd. 0.03% No change 18,019 $5.3M
Biltmore Family Office, LLC 0.90% Add +0.0% 17,933 $5.3M
Credit Agricole S A 0.03% Add +281.5% 17,871 $5.3M
M&T Bank Corp 0.02% Add +7.9% 17,420 $5.1M
Sentry LLC 0.98% No change 17,315 $5.1M
Fairbanks Capital Management, Inc. 3.16% Add +1.3% 17,101 $5.0M
Commerce Bank 0.03% Reduce -0.4% 17,057 $5.0M
Moore Capital Management, LP 0.16% Add +4.7% 16,908 $5.0M
HB Wealth Management, LLC 0.05% Reduce -0.1% 16,904 $5.0M
Cibc World Markets Corp. 0.04% Add +5.4% 16,794 $4.9M
Cerity Partners LLC 0.01% Add +11.5% 16,512 $4.9M
Dynamic Technology Lab Private Ltd 0.51% New 16,487 $4.8M
Cetera Investment Advisers 0.01% Add +3.5% 16,440 $4.8M
Butensky & Cohen Financial Security, Inc. 1.43% Reduce -2.5% 16,434 $4.8M
Cresset Asset Management, LLC 0.02% Add +3.6% 15,985 $4.7M
Yousif Capital Management, LLC 0.05% Reduce -1.8% 15,779 $4.6M
ProShare Advisors LLC 0.01% Reduce -8.3% 15,670 $4.6M
Lecap Asset Management Ltd. 0.99% New 15,659 $4.6M
Nissay Asset Management Corp. /Japan 0.03% Add +2.3% 15,616 $4.6M
Thompson Investment Management, Inc. 0.65% Add +0.4% 15,527 $4.6M
Geo Capital Gestora de Recursos Ltd 5.39% Reduce -37.6% 15,453 $4.5M
MML Investors Services, LLC 0.02% Add +4.0% 15,454 $4.5M
Mutual of America Capital Management LLC 0.05% Reduce -2.3% 15,241 $4.5M
Daiwa Securities Group Inc. 0.02% Add +12.9% 15,184 $4.5M
AIA Group Ltd 0.11% Reduce -0.1% 14,960 $4.4M
Qsemble Capital Management, LP 0.80% New 14,798 $4.3M
Townsquare Capital LLC 0.05% Add +9.8% 14,792 $4.3M
Janus Henderson Group PLC 0.00% Reduce -1.3% 14,694 $4.3M
Bank of Nova Scotia 0.01% Add +28.6% 14,658 $4.3M
Sanctuary Advisors, LLC 0.03% Add +27.3% 16,909 $4.3M
Crawford Investment Counsel Inc. 0.07% Reduce -7.3% 14,576 $4.3M
Legacy Advisors, LLC 0.46% Reduce -5.8% 14,456 $4.2M
State of Alaska, Department of Revenue 0.04% Add +7.0% 14,376 $4.2M
Atria Investments, Inc 0.05% Reduce -4.8% 14,276 $4.2M
Arlington Partners LLC 1.64% Add +6.4% 14,233 $4.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 13,871 $4.1M
Balyasny Asset Management L.P. 0.01% New 13,812 $4.1M
NJ State Employees Deferred Compensation Plan 0.48% No change 13,700 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.0% 13,635 $4.0M
Caisse de depot et placement du Quebec 0.01% New 13,500 $4.0M
Commonwealth Equity Services, LLC 0.01% Add +1.6% 13,411 $3.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +2.8% 13,126 $3.9M
US Bancorp \de 0.00% Reduce -0.2% 13,040 $3.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -4.5% 12,883 $3.8M
SpiderRock Advisors, LLC 0.08% Reduce -20.8% 12,742 $3.7M
Public Employees Retirement Association of Colorado 0.01% No change 12,680 $3.7M
Cinctive Capital Management LP 0.21% New 12,583 $3.7M
Ethic Inc. 0.09% Add +205.5% 13,699 $3.7M
Vanguard Personalized Indexing Management, LLC 0.06% Add +18.0% 12,144 $3.6M
Harbor Advisors LLC 0.59% No change 12,000 $3.5M
Blueshift Asset Management, LLC 0.87% Add +384.0% 11,868 $3.5M
Hillman Capital Management, Inc. 1.19% Add +0.7% 11,845 $3.5M
Captrust Financial Advisors 0.01% Add +0.2% 11,634 $3.4M
Evoke Wealth, LLC 0.09% New 11,358 $3.3M
Rafferty Asset Management, LLC 0.01% Reduce -7.1% 11,268 $3.3M
Nordea Investment Management AB 0.00% Reduce -2.4% 10,966 $3.2M
Elo Mutual Pension Insurance Co 0.07% Reduce -4.3% 10,911 $3.2M
TD Private Client Wealth LLC 0.09% Reduce -0.4% 10,891 $3.2M
Tower Research Capital LLC (TRC) 0.08% Add +102.7% 10,839 $3.2M
APG Asset Management N.V. 0.02% Reduce -86.2% 12,028 $3.2M
Oregon Public Employees Retirement Fund 0.06% Reduce -0.2% 10,621 $3.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -2.3% 10,572 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.1% 10,525 $3.1M
Y-Intercept (Hong Kong) Ltd 0.19% New 10,447 $3.1M
Annandale Capital, LLC 0.61% No change 10,375 $3.0M
Lindsell Train Ltd 0.07% No change 10,300 $3.0M
RBF Capital, LLC 0.15% No change 10,000 $2.9M
Quantinno Capital Management LP 0.04% Add +19.8% 9,881 $2.9M
Gulf International Bank (UK) Ltd 0.07% Reduce -4.2% 9,701 $2.9M
Capital Group Investment Management Pte. LTD. 0.57% Reduce -9.8% 9,574 $2.8M
Virtu Financial LLC 0.15% New 9,520 $2.8M
Candriam S.C.A. 0.02% Add +10.6% 9,460 $2.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -18.5% 9,413 $2.8M
Pathstone Holdings, LLC 0.01% Add +3.4% 9,258 $2.7M
Knollwood Investment Advisory, LLC 0.29% No change 9,240 $2.7M
Burney Co./ 0.10% Reduce -0.9% 9,239 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -6.1% 9,186 $2.7M
Pacer Advisors, Inc. 0.01% Add +4.0% 9,165 $2.7M
GW Henssler & Associates Ltd. 0.15% No change 9,005 $2.6M
Northwest Investment Counselors, LLC 0.60% Reduce -1.5% 8,988 $2.6M
Cary Street Partners Investment Advisory LLC 0.10% Reduce -5.1% 8,897 $2.6M
Orion Investment Co 1.02% No change 8,887 $2.6M
South Dakota Investment Council 0.05% No change 8,875 $2.6M
Cornerstone Wealth Management, LLC 0.18% No change 8,758 $2.6M
UniSuper Management Pty Ltd 0.02% Reduce -11.8% 8,689 $2.6M
Kentucky Retirement Systems 0.07% Reduce -7.5% 8,620 $2.5M
Reynders McVeigh Capital Management, LLC 0.13% No change 8,612 $2.5M
Twin Tree Management, LP 0.06% New 8,252 $2.4M
Avanda Investment Management Pte. Ltd. 0.46% Reduce -51.2% 8,035 $2.4M
Mizuho Securities USA LLC 0.05% Reduce -15.8% 8,024 $2.4M
Olstein Capital Management, L.P. 0.40% Reduce -20.0% 8,000 $2.4M
Centiva Capital, LP 0.11% Add +171.7% 7,957 $2.3M
O'shaughnessy Asset Management, LLC 0.02% Add +12.6% 7,975 $2.3M
Hartford Investment Management Co. 0.08% Reduce -1.5% 7,814 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +43.9% 7,800 $2.3M
Penobscot Investment Management Company, Inc. 0.19% No change 7,350 $2.2M
Florida Trust Wealth Management Co 0.07% No change 7,226 $2.1M
&partners 0.04% Add +69.6% 7,100 $2.1M
Maryland State Retirement & Pension System 0.04% Reduce -26.6% 7,018 $2.1M
Louisiana State Employees Retirement System 0.04% No change 7,000 $2.1M
Rakuten Investment Management, Inc. 0.01% Add +31.4% 7,065 $2.1M
Oak Thistle LLC 0.66% New 6,952 $2.0M
Ieq Capital, LLC 0.03% Reduce -4.8% 6,920 $2.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +2.4% 6,910 $2.0M
Power Wealth Management LLC 0.86% Add +6.9% 6,871 $2.0M
Intech Investment Management LLC 0.02% Add +84.1% 6,861 $2.0M
Securian Asset Management, Inc. 0.06% Reduce -2.8% 6,850 $2.0M
Schroder Investment Management Group 0.00% Reduce -15.1% 6,889 $2.0M
Wellington Shields & Co., LLC 0.60% No change 6,729 $2.0M
Taikang Asset Management (Hong Kong) Co Ltd 0.21% Add +100.0% 6,644 $2.0M
Assetmark, Inc. 0.01% Add +8.7% 6,588 $1.9M
Gsa Capital Partners LLP 0.14% Add +381.9% 6,511 $1.9M
SG Americas Securities, LLC 0.01% Reduce -72.5% 6,480 $1.9M
Kestra Advisory Services, LLC 0.01% Add +0.9% 6,439 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Add +3.8% 6,397 $1.9M
Paloma Partners Management Co 0.13% New 6,371 $1.9M
Scientech Research LLC 0.37% Add +664.7% 6,355 $1.9M
Exchange Capital Management, Inc. 0.29% Reduce -3.3% 6,303 $1.9M
Allianz SE 0.05% No change 6,249 $1.8M
Synovus Financial Corp. 0.02% Add +23.0% 6,184 $1.8M
Sound View Wealth Advisors Group, LLC 0.15% Add +33.8% 6,159 $1.8M
Builder Investment Group Inc. 0.49% No change 6,153 $1.8M
Thrivent Financial for Lutherans 0.00% Add +22.3% 6,097 $1.8M
Ashford Capital Management Inc. 0.22% New 6,090 $1.8M
New Mexico Educational Retirement Board 0.06% Reduce -3.2% 6,005 $1.8M
Ycg, LLC 0.14% No change 6,000 $1.8M
XTX Topco Ltd 0.13% Add +0.6% 5,987 $1.8M
Long Road Investment Counsel, LLC 0.70% No change 5,966 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -35.1% 5,954 $1.7M
Fiduciary Trust Co 0.02% No change 5,946 $1.7M
NorthCoast Asset Management LLC 0.01% Add +24.3% 7,269 $1.7M
Tidal Investments LLC 0.02% Add +17.0% 5,872 $1.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +30.3% 5,855 $1.7M
McCarter Private Wealth Services LLC 1.08% — 5,800 $1.7M
NEOS Investment Management LLC 0.05% Add +25.5% 5,776 $1.7M
Bradley Foster & Sargent Inc. 0.03% Add +9.9% 5,729 $1.7M
Orion Porfolio Solutions, LLC 0.02% Add +73.6% 5,693 $1.7M
Orion Portfolio Solutions, LLC 0.02% Add +73.6% 5,693 $1.7M
Droms Strauss Advisors Inc. /Mo/ 0.59% Reduce -7.2% 5,628 $1.7M
Crossmark Global Holdings, Inc. 0.03% Reduce -6.3% 5,518 $1.6M
Wellington Shields Capital Management, LLC 0.28% No change 5,438 $1.6M
Public Sector Pension Investment Board 0.01% Add +17.3% 5,422 $1.6M
Metis Global Partners, LLC 0.05% Add +4.8% 5,415 $1.6M
STRS Ohio 0.01% Add +2.9% 5,399 $1.6M
Linscomb Wealth, Inc. 0.08% Add +3.7% 5,393 $1.6M
Sciencast Management LP 0.46% Add +298.7% 5,315 $1.6M
AQR Capital Management 0.00% Add +29.7% 5,361 $1.6M
UNIVEST FINANCIAL Corp 0.10% No change 5,250 $1.5M
Norinchukin Bank, The 0.04% Add +18.3% 5,243 $1.5M
Wealthfront Advisers LLC 0.00% Add +0.7% 5,178 $1.5M
Mercer Global Advisors Inc. 0.00% Add +29.4% 5,138 $1.5M
Premier Path Wealth Partners, LLC 0.23% Reduce -8.2% 5,064 $1.5M
First Financial Bank - Trust Division 0.13% No change 4,998 $1.5M
Landscape Capital Management, L.L.C. 0.15% New 4,971 $1.5M
E. Ohman J:or Asset Management AB 0.04% Reduce -9.3% 4,900 $1.4M
iSAM Funds (UK) Ltd 0.78% New 4,716 $1.4M
CX Institutional 0.06% Add +0.7% 4,704 $1.4M
Brown Capital Management LLC 0.03% Reduce -69.2% 4,655 $1.4M
Dynasty Wealth Management, LLC 0.04% Reduce -18.1% 4,629 $1.4M
First Trust Direct Indexing L.P. 0.07% Add +3.4% 4,513 $1.3M
Avantax Advisory Services, Inc. 0.01% Add +23.8% 4,499 $1.3M
LGT Group Foundation 0.02% Reduce -2.2% 4,479 $1.3M
Shell Asset Management Co. 0.06% — 4,450 $1.3M
Integrated Wealth Concepts LLC 0.02% Reduce -3.8% 4,298 $1.3M
1900 Wealth Management LLC 0.11% No change 4,273 $1.3M
OMERS ADMINISTRATION Corp 0.01% No change 4,264 $1.3M
AXS Investments LLC 0.33% New 4,251 $1.2M
Donaldson Capital Management, LLC 0.05% No change 4,214 $1.2M
Empirical Finance, LLC 0.07% Add +2.1% 4,205 $1.2M
Sterling Capital Management LLC 0.02% — 4,193 $1.2M
North Point Portfolio Managers Corp. 0.20% New 4,153 $1.2M
Accretive Wealth Partners, LLC 0.50% Reduce -0.3% 4,059 $1.2M
Nwam LLC 0.07% Add +0.8% 4,044 $1.2M
Ninety One North America, Inc. 0.08% New 4,043 $1.2M
PCJ Investment Counsel Ltd. 0.37% New 4,000 $1.2M
Park Avenue Securities LLC 0.01% Reduce -1.2% 3,976 $1.2M
Cullinan Associates Inc. 0.07% Reduce -6.9% 4,250 $1.2M
United Capital Financial Advisors, LLC 0.01% Add +5.7% 3,960 $1.2M
Novak & Powell Financial Services, Inc. 0.67% Reduce -0.4% 3,922 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.3% 3,922 $1.2M
Daiichi Life Insurance Co., Ltd. 0.03% Add +338.6% 3,886 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% No change 3,866 $1.1M
Swiss Life Asset Management Ltd 0.01% Reduce -5.9% 3,841 $1.1M
Fortis Capital Advisors, LLC 0.38% New 3,835 $1.1M
Belpointe Asset Management LLC 0.07% New 3,835 $1.1M
Meeder Advisory Services, Inc. 0.07% Add +30.2% 3,753 $1.1M
Community Bank, N.A. 0.14% No change 3,750 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -8.1% 3,664 $1.1M
LVW Advisors, LLC 0.14% Add +10.2% 3,644 $1.1M
Quantbot Technologies LP 0.04% Add +5.3% 3,630 $1.1M
Norman Fields, Gottscho Capital Management, LLC 0.35% No change 3,600 $1.1M
Guyasuta Investment Advisors Inc. 0.07% No change 3,600 $1.1M
Fiduciary Group, LLC 0.11% Reduce -1.9% 3,531 $1.0M
Focus Partners Wealth 0.00% Add +13.2% 3,447 $1.0M
1834 Investment Advisors Co. 0.12% Reduce -8.6% 3,419 $1.0M
Wesbanco Bank Inc. 0.03% No change 3,416 $1.0M
Choreo, LLC 0.01% Add +32.7% 3,398 $986K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -7.0% 3,332 $979K
Crestline Management, L.P. 0.06% New 3,323 $976K
Capital Investment Advisors, LLC 0.02% Reduce -36.2% 3,276 $963K
International Assets Investment Management, LLC 0.08% Add +46437.5% 580,323 $960K
Aviso Financial Inc. 0.05% Add +69.0% 3,268 $960K
Triangle Securities Wealth Management 0.25% Reduce -5.0% 3,253 $956K
Advisor OS, LLC 0.09% Reduce -32.0% 3,219 $946K
Fifth Third Bancorp 0.00% Add +5.1% 3,151 $926K
iA Global Asset Management Inc. 0.02% No change 3,147 $925K
FJ Capital Management LLC 0.10% New 3,127 $919K
D. E. Shaw & Co. 0.00% Reduce -76.5% 3,101 $911K
Sandler Capital Management 0.17% New 3,067 $901K
AE Wealth Management LLC 0.01% Reduce -14.0% 3,037 $892K
New England Capital Financial Advisors LLC 0.46% No change 3,034 $892K
PFC Capital Group, Inc. 0.42% Reduce -2.1% 2,980 $875K
Mitchell & Pahl Private Wealth, LLC 0.40% Add +1.9% 2,936 $863K
Ossiam 0.02% Reduce -22.2% 2,924 $859K
Clearstead Advisors, LLC 0.01% Reduce -2.0% 2,918 $857K
Aberdeen Wealth Management LLC 0.56% No change 2,900 $852K
American National Bank & Trust 0.10% No change 2,900 $852K
Baron Capital (BAMCO) 0.00% Add +7.4% 2,900 $852K
Advisors Capital Management, LLC 0.01% Reduce -23.9% 2,890 $849K
Financial Counselors Inc. 0.01% Add +1.2% 2,870 $843K
Spinnaker Trust 0.05% No change 2,860 $840K
Sit Investment Associates Inc. 0.02% Reduce -11.7% 2,830 $832K
Allworth Financial LP 0.01% Add +21.4% 2,807 $825K
Strategy Asset Managers LLC 0.16% New 2,800 $823K
Catalyst Funds Management Pty Ltd 0.18% Add +2700.0% 2,800 $823K
Machina Capital S.A.S. 0.33% New 2,782 $818K
Lido Advisors, LLC 0.01% Add +14.3% 2,765 $813K
Eagle Ridge Investment Management 0.07% No change 2,753 $809K
GAMMA Investing LLC 0.08% Add +43.5% 2,684 $789K
AlphaQuest LLC 0.07% New 2,674 $786K
Highland Capital Management, LLC 0.04% No change 2,666 $783K
Applied Finance Capital Management, LLC 0.03% New 2,617 $769K
PDT Partners, LLC 0.07% Add +0.1% 2,602 $765K
Wbi Investments, LLC 0.18% New 2,592 $762K
Athena Investment Management 0.43% Reduce -1.1% 2,590 $761K
Headlands Technologies LLC 0.09% New 2,585 $760K
Bowen Hanes & Co. Inc. 0.02% No change 2,576 $757K
Bleakley Financial Group, LLC 0.02% Add +1.3% 2,572 $756K
Prudential PLC 0.00% No change 2,570 $755K
Regions Financial Corp. 0.01% Reduce -17.1% 2,564 $753K
Friedenthal Financial 0.44% New 2,534 $745K
Doheny Asset Management 0.50% No change 2,500 $735K
Cyndeo Wealth Partners, LLC 0.05% Reduce -0.2% 2,480 $729K
Wedmont Private Capital 0.04% Add +6.9% 2,578 $727K
Vestcor Inc 0.02% No change 2,464 $724K
Brighton Jones LLC 0.03% Reduce -39.2% 2,438 $716K
Boothbay Fund Management, LLC 0.02% New 2,433 $715K
Compound Planning, Inc. 0.04% Add +5.4% 2,422 $712K
Silvercrest Asset Management Group LLC 0.00% Reduce -17.1% 2,417 $710K
Keybank National Association 0.00% Add +2.0% 2,392 $703K
Northwestern Mutual Wealth Management Co. 0.00% Add +19.1% 2,373 $697K
LifePlan Financial, LLC 0.60% Reduce -2.6% 2,361 $694K
Apollon Wealth Management, LLC 0.02% Add +18.8% 2,242 $659K
Huntington National Bank 0.01% Reduce -27.3% 2,219 $652K
Vident Advisory, LLC 0.02% Add +11.9% 2,176 $639K
Trust Co. of Vermont 0.03% Add +435.8% 2,170 $638K
Jump Financial, LLC 0.01% Add +97.3% 2,154 $633K
Empowered Funds, LLC 0.01% Add +18.5% 2,149 $632K
Janney Capital Management LLC 0.04% No change 2,114 $621K
Beacon Pointe Advisors, LLC 0.01% Reduce -19.3% 2,108 $619K
Essex Financial Services, Inc. 0.04% Add +2.8% 2,262 $615K
NWF Advisory Services Inc. 0.09% Reduce -0.2% 2,087 $613K
GTS Securities LLC 0.01% New 2,054 $604K
Robertson Stephens Wealth Management, LLC 0.02% New 2,049 $602K
Oxford Asset Management LLP 0.51% New 2,046 $601K
Gibbs Wealth Management 0.19% Add +13.3% 2,008 $590K
Roundview Capital LLC 0.04% No change 2,002 $588K
Morningstar Investment Services LLC 0.01% Add +77.1% 1,994 $579K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -3.8% 1,955 $574K
First Manhattan Co. Llc. 0.00% No change 1,927 $566K
Two Sigma Securities, LLC 0.04% New 1,914 $562K
Manchester Capital Management LLC 0.07% Add +0.1% 1,913 $562K
DAVENPORT & Co LLC 0.00% Reduce -9.9% 1,912 $562K
Washington Trust Advisors, Inc. 0.05% No change 1,878 $552K
Axq Capital, LP 0.17% New 1,878 $552K
Everpar Advisors LLC 0.28% Reduce -9.7% 1,870 $550K
EverSource Wealth Advisors, LLC 0.03% Add +2.6% 1,869 $549K
Brown Brothers Harriman & Co. 0.00% Add +6.3% 1,846 $542K
Coldstream Capital Management Inc. 0.01% Add +64.0% 1,865 $540K
Pegasus Partners Ltd. 0.05% Reduce -36.5% 1,834 $539K
Peapack Gladstone Financial Corp. 0.01% Reduce -0.2% 1,818 $534K
BBR Partners, LLC 0.04% Reduce -0.3% 1,800 $529K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -2.1% 1,798 $528K
Bragg Financial Advisors, Inc 0.02% Reduce -5.3% 1,780 $523K
Rappaport Reiches Capital Management, LLC 0.14% Reduce -0.7% 1,779 $523K
Correct Capital Wealth Management 0.11% No change 1,751 $515K
HM Payson & Co. 0.01% Add +0.3% 1,721 $506K
Williams Jones Wealth Management, LLC. 0.01% Add +0.1% 1,704 $501K
Quadrant Capital Group LLC 0.03% Reduce -0.8% 1,695 $498K
Guggenheim Capital LLC 0.00% Reduce -15.6% 1,695 $498K
V-Square Quantitative Management LLC 0.07% Reduce -3.1% 1,685 $495K
Horizon Investments, LLC 0.01% Reduce -2.7% 1,678 $493K
Greenleaf Trust 0.00% Add +3.0% 1,665 $489K
Bridgefront Capital, LLC 0.19% New 1,658 $487K
Ironwood Investment Counsel, LLC 0.08% No change 1,650 $485K
Heritage Family Offices, LLP 0.25% Add +0.1% 1,650 $485K
HighPoint Advisor Group LLC 0.03% Add +5.2% 1,809 $478K
FIL Ltd 0.00% Add +3.6% 1,614 $474K
NorthRock Partners, LLC 0.02% Reduce -8.4% 1,602 $471K
TCV Trust & Wealth Management, Inc. 0.04% No change 1,600 $470K
Jones Financial Companies LLLP 0.00% Add +118.4% 1,614 $469K
MQS Management LLC 0.26% New 1,565 $460K
Dark Forest Capital Management LP 0.06% New 1,555 $457K
Integrated Advisors Network LLC 0.02% Reduce -1.0% 1,551 $456K
Nicolet Bankshares Inc. 0.09% Reduce -21.1% 1,525 $448K
Cwm, LLC 0.00% Add +6.5% 1,520 $447K
Profund Advisors LLC 0.02% Reduce -23.5% 1,521 $447K
Panagora Asset Management Inc. 0.00% Reduce -0.1% 1,513 $445K
Virginia Wealth Management Group, Inc. 0.28% No change 1,500 $441K
WASHINGTON TRUST Co 0.02% No change 1,500 $441K
Bluespring Wealth Management, LLC 0.04% Add +0.6% 1,495 $439K
Rovin Capital /Ut/ 0.16% Reduce -42.1% 1,491 $438K
Oxford Financial Group, LTD. LLC 0.03% Reduce -0.5% 1,483 $436K
Sequoia Financial Advisors, LLC 0.00% Add +34.8% 1,454 $427K
Tiaa Trust, National Association 0.00% New 1,454 $427K
Pitcairn Co. 0.03% Reduce -10.9% 1,449 $426K
Quotient Wealth Partners, LLC 0.01% Reduce -2.8% 1,448 $426K
Strategic Blueprint, LLC 0.03% Reduce -0.9% 1,427 $419K
Steward Partners Investment Advisory, LLC 0.00% Add +13.2% 1,427 $419K
Foster Victor Wealth Advisors, LLC 0.03% No change 1,459 $415K
Syon Capital LLC 0.04% Add +3.4% 1,407 $413K
Bryn Mawr Trust Advisors, LLC 0.02% No change 1,404 $413K
Vontobel Holding Ltd. 0.00% Reduce -3.3% 1,399 $411K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -65.9% 1,393 $409K
TrueWealth Advisors, LLC 0.14% Add +0.1% 1,389 $408K
Praxis Investment Management Inc. 0.03% New 1,390 $408K
Lake Street Advisors Group, LLC 0.02% Add +0.3% 1,388 $408K
Chicago Partners Investment Group LLC 0.01% Add +3.7% 1,474 $401K
Venturi Wealth Management, LLC 0.02% Add +59.8% 1,358 $399K
Axxcess Wealth Management, LLC 0.01% Reduce -2.9% 1,357 $399K
Siemens Fonds Invest GmbH 0.03% Add +4.4% 1,340 $394K
Summit Financial, LLC 0.02% Reduce -1.1% 1,329 $391K
Aigen Investment Management, LP 0.08% New 1,328 $390K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 1,315 $386K
Burt Wealth Advisors 0.09% No change 1,308 $384K
Oppenheimer & Co. Inc. 0.01% Add +22.9% 1,305 $383K
Aureus Asset Management, LLC 0.03% No change 1,300 $382K
Portside Wealth Group, LLC 0.07% Add +12.6% 1,297 $381K
Ostrum Asset Management 0.03% Add +1.3% 1,290 $379K
Ballentine Partners, LLC 0.01% Add +7.9% 1,270 $373K
Riverwater Partners LLC 0.18% No change 1,265 $371K
MBB Public Markets I LLC 0.03% Reduce -85.4% 1,260 $370K
Cigna Investments Inc. 0.07% Reduce -1.7% 1,257 $369K
Personal Cfo Solutions, LLC 0.05% Add +2.5% 1,254 $369K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.1% 1,253 $368K
Lighthouse Investment Partners, LLC 0.02% Reduce -88.8% 1,252 $368K
Valeo Financial Advisors, LLC 0.01% Add +0.6% 1,233 $362K
Thrive Wealth Management, LLC 0.07% Reduce -1.1% 1,213 $356K
Wendell David Associates Inc. 0.03% No change 1,212 $356K
Natixis Investment Managers International 0.03% Reduce -42.6% 1,210 $356K
CI Investments Inc. 0.00% Add +17.8% 1,209 $355K
Teza Capital Management LLC 0.04% New 1,190 $350K
Independent Advisor Alliance 0.01% Add +0.6% 1,175 $345K
Wealth Advisory Solutions, LLC 0.09% New 1,170 $344K
Cherry Creek Investment Advisors, Inc. 0.18% Add +0.1% 1,162 $341K
Edge Capital Group, LLC 0.02% No change 1,158 $340K
Wealth Alliance, LLC 0.04% Add +2.7% 1,128 $331K
Meridian Wealth Management, LLC 0.02% New 1,122 $330K
Sabal Trust CO 0.02% Add +0.4% 1,121 $329K
D.A. Davidson & Co. 0.00% No change 1,114 $327K
Park National Corp. 0.01% No change 1,100 $323K
Austin Private Wealth, LLC 0.03% Add +0.1% 1,071 $315K
Grey Ledge Advisors, LLC 0.08% No change 1,069 $314K
QRG Capital Management, Inc. 0.00% New 1,066 $313K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -14.6% 1,062 $312K
Cannon Financial Strategists, Inc. 0.05% Reduce -0.1% 1,060 $311K
Palogic Value Management, L.P. 0.13% Reduce -2.7% 1,054 $310K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -0.8% 1,046 $307K
Corton Capital Inc. 0.15% New 1,044 $307K
OneDigital Investment Advisors LLC 0.00% New 1,037 $305K
Glenview Trust Co 0.01% Add +3.1% 1,036 $304K
Everett Harris & Co. 0.00% No change 1,033 $304K
Wedgewood Investors Inc. 0.33% Reduce -42.3% 1,025 $301K
Frank, Rimerman Advisors LLC 0.02% Reduce -2.0% 1,025 $301K
DRW Securities, LLC 0.02% New 1,016 $299K
Private Trust Co. NA 0.03% Reduce -7.2% 1,011 $297K
Vise Technologies, Inc. 0.04% New 1,009 $297K
Ferguson Wellman Capital Management, Inc. 0.01% No change 1,006 $296K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.5% 1,004 $295K
Stephens Inc. 0.00% Add +19.3% 1,003 $295K
Clarus Group, Inc. 0.12% No change 1,000 $294K
Auxier Asset Management LLC 0.04% No change 1,000 $294K
Nadler Financial Group, Inc. 0.03% No change 1,000 $294K
Howland Capital Management LLC 0.01% No change 1,000 $294K
Douglass Winthrop Advisors, LLC 0.01% No change 1,000 $294K
Salem Investment Counselors Inc. 0.01% No change 986 $290K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +271.5% 977 $287K
Inspire Investing, LLC 0.03% Reduce -10.8% 971 $285K
Modera Wealth Management, LLC 0.00% Reduce -0.1% 964 $283K
Trust Co of the South 0.06% No change 963 $283K
Sherbrooke Park Advisers LLC 0.06% New 954 $280K
Verition Fund Management LLC 0.00% Reduce -30.3% 949 $279K
MPS Loria Financial Planners, LLC 0.08% No change 944 $277K
Checchi Capital Advisers, LLC 0.02% Reduce -1.1% 931 $274K
Ellevest, Inc. 0.02% Reduce -2.1% 930 $273K
Acropolis Investment Management, LLC 0.02% New 929 $273K
American Trust 0.02% Reduce -7.7% 925 $272K
J.W. Cole Advisors, Inc. 0.01% Add +2.2% 922 $271K
Snowden Capital Advisors LLC 0.01% New 915 $269K
AXA S.A. 0.00% New 907 $267K
Versor Investments LP 0.04% New 898 $264K
LRI Investments, LLC 0.03% Reduce -4.4% 993 $260K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% New 870 $256K
Apeiron RIA LLC 0.07% No change 850 $250K
Conning Inc. 0.01% No change 848 $249K
Lakeshore Financial Planning, Inc. 0.11% No change 847 $249K
Clarius Group, LLC 0.02% Reduce -5.0% 846 $248K
Howard Capital Management, LLC 0.00% New 834 $245K
Venture Visionary Partners LLC 0.01% Reduce -3.8% 827 $243K
Teacher Retirement System of Texas 0.00% Reduce -65.8% 827 $243K
Quarry LP 0.08% Add +11585.7% 818 $240K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -7.6% 816 $240K
Johnson Investment Counsel Inc. 0.00% New 814 $239K
Citizens Financial Group Inc. 0.00% New 810 $238K
Ipswich Investment Management Co., Inc. 0.05% New 804 $236K
Seed Wealth Management, Inc. 0.19% New 800 $235K
Sterling Investment Counsel, LLC 0.08% New 800 $235K
Private Advisor Group, LLC 0.00% New 796 $234K
Weatherly Asset Management L. P. 0.02% New 796 $234K
Edgestream Partners, L.P. 0.01% New 795 $234K
Yoder Wealth Management, Inc. 0.14% New 791 $232K
Westpac Banking Corp. 0.02% No change 791 $232K
Diversified Trust Co. 0.01% New 787 $231K
9258 Wealth Management, LLC 0.03% New 783 $230K
Norden Group LLC 0.03% New 780 $229K
Hutchens & Kramer Investment Management Group, LLC 0.13% New 785 $228K
Dorsey & Whitney Trust CO LLC 0.01% New 774 $227K
Veltria Advisors Corp. 0.09% New 767 $225K
Nicholas Hoffman & Company, LLC. 0.01% New 767 $225K
Savant Capital, LLC 0.00% New 766 $225K
Great Lakes Advisors, LLC 0.00% New 765 $225K
Northeast Investment Management 0.01% New 761 $224K
Institute for Wealth Management, LLC. 0.03% New 760 $223K
Element Wealth, LLC 0.12% New 757 $222K
Whittier Trust Co. of Nevada Inc. 0.01% Add +154.6% 756 $222K
Avestar Capital, LLC 0.02% New 755 $222K
Koshinski Asset Management, Inc. 0.02% New 755 $222K
Concurrent Investment Advisors, LLC 0.01% New 753 $221K
J. Safra Sarasin Holding AG 0.00% New 750 $220K
Sage Mountain Advisors LLC 0.02% New 739 $217K
Scotia Capital Inc. 0.00% New 735 $216K
Principal Securities, Inc. 0.01% Add +6.7% 730 $215K
Shelton Capital Management 0.01% New 729 $214K
JSF Financial, LLC 0.06% New 726 $213K
Farther Finance Advisors, LLC 0.01% Add +3.2% 719 $211K
Rothschild Investment LLC 0.01% Add +2.9% 701 $206K
Renaissance Investment Group LLC 0.04% New 700 $206K
Stratos Investment Management, LLC 0.01% New 699 $205K
Avantax Planning Partners, Inc. 0.01% New 697 $205K
Trust Investment Advisors 0.13% New 693 $204K
Whittier Trust Co. 0.00% Add +3.6% 693 $204K
Nebula Research & Development LLC 0.02% New 691 $203K
Graham Capital Management, L.P. 0.01% Reduce -70.2% 685 $201K
Advisory Alpha, LLC 0.01% New 684 $201K
Forum Financial Management, LP 0.00% New 681 $200K
Delta Asset Management LLC 0.02% No change 663 $195K
Mather Group, Llc. 0.00% Add +1.4% 634 $186K
Larson Financial Group LLC 0.01% Reduce -20.6% 620 $182K
Penserra Capital Management LLC 0.00% Add +1.0% 587 $171K
Parallel Advisors, LLC 0.00% Add +14.2% 578 $170K
Lindbrook Capital, LLC 0.01% Add +5.7% 577 $170K
Brooklyn Investment Group 0.06% New 576 $169K
Eagle Bay Advisors LLC 0.06% Reduce -9.2% 542 $159K
Pension & Wealth Management Advisors, Inc. 0.08% No change 540 $159K
Sentry Investment Management LLC 0.07% No change 533 $157K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.3% 529 $155K
Smartleaf Asset Management LLC 0.02% Add +66.6% 528 $153K
IFP Advisors, Inc 0.01% Reduce -21.0% 488 $144K
Global Retirement Partners, LLC 0.00% Add +2.4% 432 $127K
Pflug Koory, LLC 0.01% — 430 $126K
Wilmington Savings Fund Society, FSB 0.00% Reduce -70.4% 425 $125K
Peoples Bank 0.08% No change 415 $122K
Arlington Trust Co LLC 0.03% No change 410 $120K
Nvwm, LLC 0.03% No change 404 $119K
Alta Advisers Ltd 0.05% No change 400 $118K
Hanson & Doremus Investment Management 0.02% No change 397 $117K
Cromwell Holdings LLC 0.07% Add +13.5% 371 $109K
GeoWealth Management, LLC 0.00% Reduce -33.7% 368 $108K
Blue Trust, Inc. 0.00% Add +178.8% 435 $105K
DT Investment Partners, LLC 0.01% No change 355 $104K
CVA Family Office, LLC 0.02% Add +2.3% 355 $104K
Piscataqua Savings Bank 0.08% No change 337 $99K
Anchor Investment Management, LLC 0.01% New 322 $95K
Baldwin Wealth Partners LLC 0.01% New 300 $88K
Pinnacle Financial Partners Inc 0.00% New 288 $85K
Versant Capital Management, Inc 0.02% Add +4.8% 283 $83K
NewEdge Advisors, LLC 0.00% Reduce -6.2% 258 $76K
Strengthening Families & Communities, LLC 0.02% No change 253 $74K
City State Bank 0.03% No change 250 $73K
Intact Investment Management Inc. 0.00% New 250 $73K
Geneos Wealth Management Inc. 0.00% Add +22.7% 238 $70K
Parkside Financial Bank & Trust 0.01% Add +2.2% 234 $69K
Key Financial Inc 0.01% No change 227 $67K
UMB Bank, n.a. 0.00% Add +10.8% 216 $63K
Cape Investment Advisory, Inc. 0.03% Add +7.0% 214 $63K
Osterweis Capital Management Inc. 0.00% No change 210 $62K
First Financial Corp. 0.03% No change 209 $61K
Compass Wealth Management LLC 0.01% No change 200 $59K
Activest Wealth Management 0.02% No change 194 $57K
Capstone Investment Advisors, LLC 0.00% Reduce -80.5% 192 $56K
Ridgewood Investments LLC 0.03% Reduce -1.1% 172 $51K
Exchange Traded Concepts, LLC 0.00% New 164 $48K
Ascentis Independent Advisors 0.01% New 157 $46K
Covestor Ltd 0.03% Reduce -17.0% 156 $46K
MV Capital Management, Inc. 0.00% Add +5.5% 154 $45K
Harbour Investments, Inc. 0.00% Add +3.4% 154 $45K
Ancora Advisors LLC 0.00% Add +0.7% 151 $44K
Arax Advisory Partners 0.00% No change 150 $44K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 150 $44K
Glen Eagle Advisors, LLC 0.01% No change 143 $42K
Tortoise Investment Management, LLC 0.00% Add +13.6% 142 $42K
First Community Trust NA 0.03% No change 138 $41K
Caldwell Trust Co 0.00% No change 126 $37K
Horizon Bancorp Inc. 0.02% Reduce -5.3% 125 $37K
Capital Advisors, Ltd. LLC 0.00% Add +3.3% 124 $36K
Mascoma Wealth Management LLC 0.01% Reduce -4.0% 120 $35K
Addison Advisors LLC 0.01% No change 111 $33K
Raffa Wealth Management, LLC 0.01% No change 107 $31K
Optimum Investment Advisors 0.01% No change 100 $29K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 100 $29K
Smithfield Trust Co 0.00% No change 99 $29K
Ashton Thomas Securities, LLC 0.01% New 97 $29K
Raleigh Capital Management Inc. 0.01% Add +41.8% 95 $28K
Private Wealth Management Group, LLC 0.01% No change 87 $26K
HHM Wealth Advisors, LLC 0.00% No change 83 $24K
Farmers & Merchants Investments Inc. 0.00% No change 82 $24K
Rise Advisors, LLC 0.01% No change 80 $24K
Spire Wealth Management 0.00% Reduce -22.4% 76 $22K
West Paces Advisors Inc. 0.01% No change 72 $21K
EnRich Financial Partners LLC 0.01% Reduce -12.7% 69 $20K
Park Place Capital Corp 0.01% Reduce -12.3% 64 $19K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -22.2% 63 $19K
AdvisorNet Financial, Inc 0.00% Reduce -27.5% 58 $17K
Hemington Wealth Management 0.00% New 66 $17K
Harbor Investment Advisory, LLC 0.00% Add +14.6% 55 $16K
McIlrath & Eck, LLC 0.00% No change 53 $16K
Continuum Advisory, LLC 0.00% Add +5.8% 55 $14K
Bell Investment Advisors, Inc 0.00% No change 48 $14K
Concourse Financial Group Securities, Inc. 0.00% Reduce -29.4% 48 $14K
First Horizon Advisors, Inc. 0.00% Add +9.3% 47 $14K
Johnson Financial Group, Inc. 0.00% Reduce -4.1% 47 $14K
Solstein Capital, LLC 0.01% No change 42 $12K
SRH Advisors, LLC 0.00% No change 42 $12K
Eastern Bank 0.00% New 41 $12K
Global X Japan Co., Ltd. 0.00% Reduce -23.1% 40 $12K
Financial Network Wealth Advisors LLC 0.01% Add +2.7% 38 $11K
Fortitude Family Office, LLC 0.00% Add +54.2% 37 $11K
Cherry Tree Wealth Management, LLC 0.00% No change 34 $10K
JFS Wealth Advisors, LLC 0.00% Add +6.3% 34 $10K
Global Financial Private Client, LLC 0.00% New 32 $9K
Creative Financial Designs Inc. 0.00% No change 30 $9K
Sandy Spring Bank 0.00% No change 29 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $8K
Ransom Advisory, Ltd 0.00% No change 28 $8K
FSA Wealth Management LLC 0.00% — 27 $8K
Grove Bank & Trust 0.00% New 26 $8K
State of Wyoming 0.00% Add +13.6% 25 $7K
Dunhill Financial, LLC 0.00% Add +108.3% 25 $7K
ESL Trust Services, LLC 0.00% No change 24 $7K
Sachetta, LLC 0.00% No change 23 $7K
Meeder Asset Management Inc. 0.00% Reduce -74.2% 23 $7K
Prestige Wealth Management Group LLC 0.00% No change 21 $6K
Avion Wealth 0.00% Add +37.5% 22 $6K
Abound Wealth Management 0.00% No change 20 $6K
Colonial Trust Co / SC 0.00% New 20 $6K
Red Tortoise LLC 0.00% No change 16 $5K
Concord Wealth Partners 0.00% No change 16 $5K
Quent Capital, LLC 0.00% No change 16 $5K
Zions Bancorporation, N.A. 0.00% No change 16 $5K
Heritage Wealth Advisors 0.00% New 16 $5K
WR Wealth Planners, LLC 0.00% No change 13 $4K
Earned Wealth Advisors, LLC 0.00% New 12 $4K
Carolinas Wealth Consulting LLC 0.00% Add +71.4% 12 $4K
SJS Investment Consulting Inc. 0.00% No change 11 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 11 $3K
MCF Advisors LLC 0.00% No change 11 $3K
Cornerstone Planning Group LLC 0.00% Add +20.0% 12 $3K
Lanark Financial, Inc. 0.00% No change 13 $3K
Capital Analysts, LLC 0.00% Add +175.0% 11 $3K
Lazard Asset Management LLC 0.00% No change 12 $3K
Criterion Capital Advisors, LLC 0.00% No change 10 $2K
TFC Financial Management, Inc. 0.00% No change 8 $2K
Pineridge Advisors LLC 0.00% No change 8 $2K
Valued Wealth Advisors LLC 0.00% Add +133.3% 7 $2K
Trifecta Capital Advisors, LLC 0.00% No change 7 $2K
Coston, McIsaac & Partners 0.00% No change 10 $2K
CENTRAL TRUST Co 0.00% No change 6 $2K
Tucker Asset Management LLC 0.00% No change 6 $2K
Bokf, NA 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
True Wealth Design, LLC 0.00% No change 5 $1K
Avior Wealth Management, LLC 0.00% Add +25.0% 5 $1K
Highline Wealth Partners LLC 0.00% Add +100.0% 4 $1K
Riggs Asset Managment Co. Inc. 0.00% No change 4 $1K
Claris Advisors, LLC / Mo / 0.00% New 4 $1K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 4 $1K
Core Alternative Capital 0.00% No change 4 $1K
JDM Financial Group LLC 0.00% New 3 $882
Strategic Investment Solutions, Inc. 0.00% New 2 $599
Riverview Trust Co 0.00% New 2 $588
Voisard Asset Management Group, Inc. 0.00% New 2 $588
First Personal Financial Services 0.00% New 2 $588
Pacific Capital Wealth Advisors, Inc. 0.00% New 2 $588
Aspect Partners, LLC 0.00% No change 1 $294
Asset Dedication, LLC 0.00% No change 1 $294
Chesapeake Asset Management LLC 0.00% New 1 $293

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