EquifaxEFX
13F holders, Q1 2025 (March 31)813holders −36
59new positions
92sold out
11famous investors
$243.49avg. 13F price*
At the end of Q1 2025, 813 institutions reported holding Equifax Inc. (EFX) in their 13F filings, down 36 from Q4 2024. 59 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($3.6B), Capital International Investors ($2.5B) and BlackRock, Inc. ($2.2B). 11 famous investors held it, including Bill Nygren (1.9% of Harris Associates (Oakmark Funds)'s portfolio), Dev Kantesaria (0.8% of Valley Forge Capital Management's portfolio) and Terry Smith (0.3% of Fundsmith's portfolio).
- Company
- Equifax Inc.
- Sector
- Finance
- CUSIP
- 294429105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $405.4M |
| Exits | 92 | $624.0M |
All 13F filers, Q4 2024 → Q1 2025: 13,267,029 shares bought and 8,534,961 shares sold, net +4,732,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 813 holders
| Vanguard Group Inc. | 0.06% | Add +2.2% | 14,708,331 | $3.6B |
| Capital International Investors | 0.48% | Add +12.8% | 10,074,743 | $2.5B |
| BlackRock, Inc. | 0.05% | Add +4.0% | 8,888,383 | $2.2B |
| T. Rowe Price Associates Inc. | 0.21% | Add +40.0% | 7,037,804 | $1.7B |
| State Street Corp. | 0.05% | Reduce -0.1% | 4,901,983 | $1.2B |
| Harris Associates (Oakmark Funds) | 1.87% | Add +27.6% | 4,570,557 | $1.1B |
| Morgan Stanley | 0.07% | Add +14.6% | 3,734,413 | $909.6M |
| Massachusetts Financial Services Co. | 0.29% | Reduce -6.0% | 3,521,623 | $857.7M |
| Kayne Anderson Rudnick Investment Management LLC | 1.86% | Reduce -0.2% | 3,117,870 | $759.4M |
| Geode Capital Management, LLC | 0.06% | Add +3.7% | 3,067,136 | $744.6M |
| FMR LLC | 0.05% | Reduce -5.0% | 2,961,615 | $721.3M |
| Generation Investment Management LLP | 4.12% | Add +63.5% | 2,801,325 | $682.3M |
| T. Rowe Price Investment Management, Inc. | 0.32% | Reduce -23.1% | 1,976,684 | $481.4M |
| Parnassus Investments, LLC | 1.07% | Reduce -5.7% | 1,836,527 | $447.3M |
| Invesco Ltd. | 0.08% | Reduce -10.3% | 1,808,522 | $440.5M |
| Cantillon Capital Management LLC | 2.81% | Reduce -3.0% | 1,780,067 | $433.6M |
| Lazard Asset Management LLC | 0.65% | Add +67.7% | 1,586,563 | $386.4M |
| Van Eck Associates Corp. | 0.50% | Reduce -3.6% | 1,559,633 | $379.9M |
| JPMorgan Chase & Co. | 0.03% | Add +119.3% | 1,453,618 | $354.0M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -9.9% | 1,402,688 | $341.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +55.9% | 1,318,914 | $321.2M |
| Norges Bank | 0.04% | Reduce -2.7% | 1,261,998 | $307.4M |
| Northern Trust Corp. | 0.04% | Add +2.8% | 1,240,783 | $302.2M |
| Boston Partners | 0.35% | Reduce -2.1% | 1,203,175 | $293.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.25% | Add +3.5% | 1,115,084 | $271.6M |
| Bank of New York Mellon Corp | 0.05% | Add +4.4% | 1,098,718 | $267.6M |
| Jensen Investment Management Inc. | 2.87% | Reduce -13.4% | 1,066,437 | $259.7M |
| Darsana Capital Partners LP | 7.08% | New | 1,000,000 | $243.6M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +4.5% | 833,245 | $202.9M |
| Bank of America Corp. | 0.02% | Reduce -28.6% | 826,125 | $201.2M |
| Ako Capital LLP | 2.41% | Add +5.0% | 762,905 | $185.8M |
| Macquarie Group Ltd. | 0.23% | Reduce -0.7% | 755,825 | $184.1M |
| Kensico Capital Management Corp. | 4.10% | Reduce -3.2% | 747,300 | $182.0M |
| Bessemer Group Inc. | 0.32% | Add +1.8% | 721,606 | $175.8M |
| Legal & General Group Plc | 0.05% | Add +1.7% | 712,126 | $173.4M |
| Dimensional Fund Advisors LP | 0.04% | Add +4.0% | 654,911 | $159.5M |
| Carmignac Gestion | 2.47% | Add +65.7% | 618,491 | $150.6M |
| UBS Group AG | 0.03% | Add +32.0% | 609,282 | $148.4M |
| Wells Fargo & Company | 0.04% | Add +8.3% | 601,609 | $146.5M |
| Theleme Partners LLP | 11.45% | Reduce -16.1% | 598,088 | $145.7M |
| Findlay Park Partners LLP | 1.40% | Add +67.3% | 558,500 | $136.0M |
| Two Sigma Investments, LP | 0.29% | Add +310.3% | 520,577 | $126.8M |
| Neuberger Berman Group LLC | 0.10% | Reduce -19.4% | 478,861 | $116.6M |
| Raymond James Financial Inc. | 0.04% | Add +6.9% | 477,769 | $116.4M |
| Intermede Investment Partners Ltd | 3.59% | Reduce -7.6% | 468,055 | $114.0M |
| Two Sigma Advisers, LP | 0.23% | Add +242.7% | 426,300 | $103.8M |
| Ensign Peak Advisors, Inc | 0.20% | Reduce -4.4% | 419,194 | $102.1M |
| Meritage Group LP | 2.70% | New | 402,901 | $98.1M |
| Allianz Asset Management GmbH | 0.14% | Reduce -1.6% | 402,601 | $98.1M |
| Deutsche Bank AG | 0.04% | Add +2.1% | 370,073 | $90.1M |
| Pictet Asset Management Holding SA | 0.09% | Reduce -48.3% | 350,435 | $85.3M |
| Swiss National Bank | 0.06% | No change | 349,600 | $85.1M |
| Ceredex Value Advisors LLC | 1.83% | Add +226.3% | 343,618 | $83.7M |
| Russell Investments Group, Ltd. | 0.11% | Add +13.6% | 314,056 | $76.5M |
| BNP Paribas Financial Markets | 0.06% | Reduce -6.2% | 292,922 | $71.3M |
| Federated Hermes, Inc. | 0.15% | Reduce -1.8% | 292,149 | $71.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.7% | 291,520 | $71.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +2.0% | 280,435 | $68.3M |
| Nuveen, LLC | 0.02% | — | 269,264 | $65.6M |
| Barclays PLC | 0.03% | Reduce -14.2% | 257,643 | $62.8M |
| HSBC Holdings PLC | 0.04% | Add +0.6% | 256,932 | $62.4M |
| GFI Investment Counsel Ltd. | 7.01% | Add +0.9% | 247,475 | $60.3M |
| Natixis Advisors, LLC | 0.11% | Add +52.9% | 240,030 | $58.5M |
| Fundsmith | 0.26% | Reduce -35.2% | 235,505 | $57.4M |
| Rhumbline Advisers | 0.05% | Add +5.5% | 233,613 | $56.9M |
| Millennium Management | 0.06% | Add +226.6% | 224,798 | $54.8M |
| CIBC Asset Management Inc | 0.17% | Reduce -2.0% | 212,242 | $51.6M |
| Weitz Investment Management, Inc. | 2.72% | Add +11.6% | 210,350 | $51.2M |
| Baird Financial Group, Inc. | 0.10% | Reduce -16.1% | 205,096 | $50.0M |
| California State Teachers Retirement System | 0.06% | Reduce -0.4% | 200,866 | $48.9M |
| Amundi | 0.02% | Add +4.7% | 207,122 | $48.0M |
| TD Asset Management Inc | 0.04% | Reduce -20.4% | 196,447 | $47.8M |
| California Public Employees Retirement System | 0.03% | Reduce -0.9% | 194,987 | $47.5M |
| Frontier Capital Management Co. LLC | 0.49% | Reduce -13.3% | 183,455 | $44.7M |
| Squarepoint Ops LLC | 0.11% | Reduce -45.6% | 183,282 | $44.6M |
| Fred Alger Management, LLC | 0.25% | Add +124.1% | 180,733 | $44.0M |
| National Pension Service | 0.04% | Add +16.6% | 177,435 | $43.2M |
| C Partners Holding GmbH | 11.16% | No change | 175,490 | $42.7M |
| Royal Bank of Canada | 0.01% | Reduce -23.3% | 160,324 | $39.0M |
| Mackenzie Financial Corp. | 0.05% | Reduce -20.2% | 156,957 | $38.2M |
| Sei Investments Co. | 0.05% | Reduce -12.9% | 155,756 | $37.9M |
| Renaissance Technologies | 0.06% | Add +4.1% | 151,095 | $36.8M |
| TimesSquare Capital Management, LLC | 0.59% | Reduce -32.2% | 150,483 | $36.7M |
| ZWJ Investment Counsel Inc. | 1.49% | No change | 150,466 | $36.6M |
| Investment Management Corp of Ontario | 0.74% | New | 148,541 | $36.2M |
| Valley Forge Capital Management | 0.80% | No change | 144,000 | $35.1M |
| LGT Group Foundation | 0.48% | Add +86.0% | 143,046 | $34.8M |
| Principal Financial Group Inc. | 0.02% | Reduce -0.6% | 141,105 | $34.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -12.4% | 139,391 | $34.0M |
| Canada Pension Plan Investment Board | 0.03% | Add +31.5% | 139,292 | $33.9M |
| American Century Companies Inc. | 0.02% | Reduce -68.0% | 138,291 | $33.7M |
| Dundas Partners LLP | 2.38% | No change | 132,615 | $32.3M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -3.5% | 131,775 | $32.1M |
| Mar Vista Investment Partners LLC | 2.62% | Reduce -15.0% | 130,881 | $31.9M |
| Kodai Capital Management LP | 1.25% | Add +153.2% | 129,428 | $31.5M |
| State Board of Administration of Florida Retirement System | 0.06% | No change | 120,352 | $29.3M |
| Abn Amro Investment Solutions | 0.60% | Reduce -9.3% | 118,201 | $28.8M |
| Ameriprise Financial Inc. | 0.01% | Add +1.0% | 117,000 | $28.5M |
| Citigroup Inc. | 0.02% | Add +20.8% | 115,066 | $28.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Add +2.9% | 112,883 | $27.5M |
| North Star Asset Management Inc. | 1.25% | Add +1.3% | 112,875 | $27.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.11% | Add +75.0% | 107,486 | $26.2M |
| New York State Common Retirement Fund | 0.04% | Add +50.9% | 106,362 | $25.9M |
| Captrust Financial Advisors | 0.06% | Add +741.4% | 105,685 | $25.7M |
| Trexquant Investment LP | 0.30% | Add +18.9% | 105,560 | $25.7M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +7.7% | 103,200 | $25.1M |
| Asset Management One Co., Ltd. | 0.08% | Add +3.8% | 99,501 | $24.2M |
| NS Partners Ltd | 1.02% | Add +2.2% | 95,375 | $23.2M |
| New York State Teachers Retirement System | 0.05% | Reduce -6.5% | 92,665 | $22.6M |
| Citadel Advisors | 0.02% | Reduce -62.6% | 91,611 | $22.3M |
| Investors Asset Management of Georgia Inc. /Ga/ | 10.89% | No change | 88,298 | $21.5M |
| Freshford Capital Management, LLC | 5.95% | Add +15.0% | 88,014 | $21.4M |
| Korea Investment CORP | 0.05% | Add +1.7% | 86,968 | $21.2M |
| Aberdeen Group plc | 0.04% | Add +109.0% | 87,732 | $21.1M |
| Bank of Montreal | 0.01% | Reduce -17.2% | 85,540 | $20.8M |
| Coalescence Partners Investment Management, LP | 6.84% | No change | 82,590 | $20.1M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +10.3% | 81,657 | $19.9M |
| Stifel Financial Corp. | 0.02% | Reduce -1.1% | 80,839 | $19.7M |
| No Street GP LP | 1.52% | Reduce -32.5% | 80,000 | $19.5M |
| APG Asset Management N.V. | 0.06% | Reduce -3.8% | 84,909 | $19.1M |
| Employees Provident Fund Board | 0.21% | Add +73.6% | 77,700 | $18.9M |
| Robeco Institutional Asset Management B.V. | 0.04% | Add +10.8% | 76,918 | $18.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Add +2.0% | 76,478 | $18.6M |
| Storebrand Asset Management As | 0.06% | Reduce -0.1% | 74,689 | $18.2M |
| LPL Financial LLC | 0.01% | Add +1.3% | 73,040 | $17.8M |
| Markel Group | 0.16% | No change | 72,850 | $17.7M |
| AQR Capital Management | 0.02% | Reduce -32.3% | 73,840 | $17.7M |
| Capital International, Inc. | 0.21% | Add +86.8% | 71,652 | $17.5M |
| State of Wisconsin Investment Board | 0.04% | Reduce -9.8% | 70,778 | $17.2M |
| Rbo & Co. LLC | 2.68% | Add +0.6% | 68,958 | $16.8M |
| BLI - Banque de Luxembourg Investments | 0.49% | Add +3.9% | 66,700 | $16.0M |
| Prudential Financial Inc. | 0.02% | Reduce -0.7% | 65,559 | $16.0M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Reduce -0.2% | 65,313 | $15.9M |
| HighTower Advisors, LLC | 0.02% | Add +11.1% | 64,580 | $15.7M |
| Old National Bancorp | 0.41% | Reduce -5.8% | 64,016 | $15.6M |
| Royal London Asset Management Ltd. | 0.04% | Add +7.5% | 63,992 | $15.6M |
| Aviva PLC | 0.04% | Reduce -80.2% | 60,551 | $14.7M |
| Nicola Wealth Management LTD. | 1.43% | No change | 60,000 | $14.6M |
| Blair William & Co. | 0.04% | Reduce -2.3% | 58,001 | $14.1M |
| Square Wave Partners, L.P. | 14.94% | Add +21.9% | 57,324 | $14.0M |
| Square Wave Capital, LLC | 14.94% | Add +21.9% | 57,324 | $14.0M |
| Treasurer of the State of North Carolina | 0.05% | Add +4.0% | 56,217 | $13.7M |
| Capital Group Private Client Services, Inc. | 0.13% | Reduce -2.2% | 55,590 | $13.5M |
| Truist Financial Corp. | 0.02% | Reduce -6.9% | 54,325 | $13.2M |
| Brown Advisory Inc. | 0.02% | Reduce -9.6% | 53,477 | $13.0M |
| Montag A & Associates Inc. | 0.65% | Reduce -1.6% | 53,365 | $13.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -3.9% | 52,752 | $12.8M |
| Voya Investment Management LLC | 0.02% | Reduce -6.4% | 52,431 | $12.8M |
| National Bank of Canada | 0.01% | Reduce -16.0% | 51,891 | $12.6M |
| Danske Bank A/S | 0.04% | Reduce -21.8% | 51,440 | $12.5M |
| Swedbank AB | 0.02% | Add +1.4% | 50,144 | $12.2M |
| Kornitzer Capital Management Inc. | 0.25% | Reduce -0.0% | 50,127 | $12.2M |
| Tredje AP-fonden | 0.11% | Add +67.4% | 49,686 | $12.1M |
| Signaturefd, LLC | 0.22% | Reduce -18.1% | 48,622 | $11.8M |
| Victory Capital Management Inc. | 0.01% | Add +4.3% | 47,178 | $11.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +0.2% | 47,071 | $11.5M |
| Artemis Investment Management LLP | 0.17% | Reduce -38.4% | 45,519 | $11.1M |
| Madison Asset Management, LLC | 0.12% | Add +1.2% | 45,294 | $11.0M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +42.1% | 45,164 | $11.0M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -23.0% | 45,111 | $11.0M |
| Mn Services Vermogensbeheer B.V. | 0.08% | Reduce -7.3% | 44,500 | $10.8M |
| Moneta Group Investment Advisors LLC | 0.15% | Reduce -4.5% | 43,996 | $10.7M |
| Susquehanna International Group, LLP | 0.02% | Reduce -25.7% | 43,569 | $10.6M |
| Toronto Dominion Bank | 0.03% | Reduce -34.4% | 43,476 | $10.6M |
| B. Metzler seel. Sohn & Co. AG | 0.11% | Reduce -0.1% | 43,410 | $10.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +358.7% | 43,179 | $10.5M |
| KLP Kapitalforvaltning As | 0.05% | Add +1.9% | 43,155 | $10.5M |
| State of New Jersey Common Pension Fund D | 0.05% | Reduce -8.0% | 41,326 | $10.1M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.06% | Reduce -1.5% | 40,541 | $9.9M |
| Man Group plc | 0.03% | Reduce -22.8% | 40,451 | $9.9M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Add +100.3% | 39,930 | $9.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.0% | 39,634 | $9.7M |
| Handelsbanken Fonder AB | 0.04% | Add +7.3% | 39,388 | $9.6M |
| Capital International Sarl | 0.22% | Add +10.9% | 39,379 | $9.6M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +6.2% | 38,815 | $9.5M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +5.8% | 38,200 | $9.3M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.6% | 38,047 | $9.3M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -10.4% | 37,831 | $9.2M |
| Susquehanna Fundamental Investments, LLC | 0.15% | Reduce -59.0% | 37,782 | $9.2M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -23.1% | 37,902 | $9.0M |
| Credit Agricole S A | 0.03% | Add +8.3% | 36,237 | $8.8M |
| Arizona State Retirement System | 0.06% | Reduce -0.3% | 35,846 | $8.7M |
| Creative Planning | 0.01% | Reduce -0.2% | 35,043 | $8.5M |
| M&G PLC | 0.06% | Reduce -25.5% | 34,510 | $8.4M |
| State of Michigan Retirement System | 0.05% | No change | 33,678 | $8.2M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.8% | 33,260 | $8.1M |
| Toth Financial Advisory Corp. | 0.97% | Add +1.1% | 33,153 | $8.1M |
| Varma Mutual Pension Insurance Co | 0.07% | Reduce -14.0% | 33,064 | $8.1M |
| Wellington Management Group LLP | 0.00% | Reduce -26.5% | 32,817 | $8.0M |
| Corebridge Financial, Inc. | 0.04% | Reduce -2.9% | 28,756 | $7.0M |
| Allen Mooney & Barnes Investment Advisors LLC | 1.14% | No change | 28,705 | $7.0M |
| Detalus Advisors, LLC | 2.18% | No change | 28,500 | $6.9M |
| Czech National Bank | 0.06% | Add +6.0% | 28,480 | $6.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +7.6% | 28,357 | $6.9M |
| Agf Management Ltd. | 0.04% | Reduce -8.4% | 27,515 | $6.7M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.7% | 26,646 | $6.5M |
| Blue Zone Wealth Advisors, LLC | 1.78% | Add +14.9% | 26,318 | $6.4M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -2.4% | 26,289 | $6.4M |
| Knuff & Co LLC | 2.13% | Reduce -1.5% | 26,000 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +51.9% | 25,182 | $6.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +0.8% | 25,058 | $6.1M |
| Honeycomb Asset Management LP | 2.91% | New | 25,000 | $6.1M |
| Forsta Ap-Fonden | 0.05% | Reduce -4.6% | 25,000 | $6.1M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.82% | Add +642.4% | 24,661 | $6.0M |
| Amalgamated Bank | 0.05% | Add +1.3% | 24,431 | $6.0M |
| DNB Asset Management AS | 0.03% | Reduce -4.6% | 24,395 | $5.9M |
| Daiwa Securities Group Inc. | 0.02% | Add +14.0% | 24,094 | $5.9M |
| Capital International Ltd. | 0.25% | Add +2.5% | 23,786 | $5.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +0.1% | 23,708 | $5.8M |
| Biltmore Family Office, LLC | 0.98% | Add +32.2% | 23,626 | $5.8M |
| Sendero Wealth Management, LLC | 0.79% | Add +95.2% | 23,514 | $5.7M |
| Corient Private Wealth LP | 0.01% | Add +12.3% | 23,159 | $5.6M |
| IFM Investors Pty Ltd | 0.06% | No change | 23,123 | $5.6M |
| Mariner, LLC | 0.01% | Add +1.3% | 22,910 | $5.6M |
| LGT Fund Management Co Ltd. | 0.47% | Add +21.1% | 21,469 | $5.2M |
| NewEdge Wealth, LLC | 0.09% | Add +1.3% | 21,357 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +99.2% | 21,596 | $5.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +71.2% | 21,266 | $5.2M |
| Comerica Bank | 0.02% | Reduce -0.3% | 21,249 | $5.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Reduce -14.1% | 20,644 | $5.0M |
| USS Investment Management Ltd | 0.04% | No change | 20,536 | $5.0M |
| Utah Retirement Systems | 0.06% | No change | 20,391 | $5.0M |
| Cooper Investors PTY Ltd. | 0.80% | Add +13.2% | 20,311 | $4.9M |
| Letson Investment Management, Inc. | 1.97% | No change | 20,063 | $4.9M |
| Worldquant Millennium Advisors LLC | 0.03% | Reduce -76.7% | 20,061 | $4.9M |
| Xponance LLC | 0.05% | Reduce -0.8% | 20,057 | $4.9M |
| ICICI Prudential Asset Management Co Ltd | 0.63% | No change | 19,791 | $4.8M |
| Pinebridge Investments, L.P. | 0.04% | Add +1.8% | 19,516 | $4.8M |
| Geo Capital Gestora de Recursos Ltd | 6.73% | Reduce -8.3% | 19,510 | $4.8M |
| HB Wealth Management, LLC | 0.04% | Reduce -13.5% | 19,000 | $4.6M |
| ProShare Advisors LLC | 0.01% | Add +4.9% | 18,808 | $4.6M |
| New York Life Investment Management LLC | 0.05% | Reduce -0.5% | 18,340 | $4.5M |
| Teacher Retirement System of Texas | 0.02% | Add +1464.7% | 18,119 | $4.4M |
| M&T Bank Corp | 0.02% | Reduce -8.2% | 18,020 | $4.4M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | No change | 17,875 | $4.4M |
| Townsquare Capital LLC | 0.05% | Add +9.0% | 17,832 | $4.3M |
| Lynwood Price Capital Management LP | 2.43% | Reduce -62.6% | 17,500 | $4.3M |
| Sentry LLC | 0.82% | No change | 17,315 | $4.2M |
| Brookstone Capital Management | 0.06% | Reduce -38.9% | 17,245 | $4.2M |
| Riverbridge Partners LLC | 0.07% | Add +2.5% | 17,199 | $4.2M |
| Commerce Bank | 0.03% | Reduce -1.0% | 17,039 | $4.2M |
| KBC Group NV | 0.01% | Add +3.5% | 17,005 | $4.1M |
| Public Sector Pension Investment Board | 0.02% | Add +8.6% | 16,898 | $4.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 16,487 | $4.0M |
| Butensky & Cohen Financial Security, Inc. | 1.22% | Reduce -0.7% | 16,324 | $4.0M |
| D. E. Shaw & Co. | 0.01% | Add +52.4% | 16,247 | $4.0M |
| Arlington Partners LLC | 1.54% | Reduce -0.8% | 16,125 | $3.9M |
| Thompson Investment Management, Inc. | 0.57% | Add +0.4% | 15,661 | $3.8M |
| Cetera Investment Advisers | 0.01% | Reduce -3.5% | 15,568 | $3.8M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.4% | 15,414 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Reduce -0.0% | 15,360 | $3.7M |
| Janus Henderson Group PLC | 0.00% | Add +3.8% | 15,536 | $3.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +14.5% | 15,305 | $3.7M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -4.5% | 15,207 | $3.7M |
| Atria Investments, Inc | 0.05% | Add +12.4% | 15,094 | $3.7M |
| Olstein Capital Management, L.P. | 0.67% | Add +15.4% | 15,000 | $3.7M |
| Cibc World Markets Corp. | 0.03% | Reduce -23.5% | 14,955 | $3.6M |
| Legacy Advisors, LLC | 0.37% | Add +1.0% | 14,859 | $3.6M |
| Crawford Investment Counsel Inc. | 0.06% | No change | 14,576 | $3.6M |
| State of Alaska, Department of Revenue | 0.04% | Add +2.8% | 14,526 | $3.5M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.9% | 14,421 | $3.5M |
| Cerity Partners LLC | 0.01% | Reduce -10.9% | 14,329 | $3.5M |
| NJ State Employees Deferred Compensation Plan | 0.43% | No change | 13,700 | $3.3M |
| Franklin Resources Inc. | 0.00% | Reduce -98.6% | 13,391 | $3.3M |
| Glenmede Trust Co. NA | 0.02% | Add +1.9% | 13,161 | $3.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +21.2% | 13,139 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +1.8% | 13,118 | $3.2M |
| OP Asset Management Ltd | 0.05% | — | 13,019 | $3.2M |
| US Bancorp \de | 0.00% | Reduce -2.5% | 12,978 | $3.2M |
| Fairbanks Capital Management, Inc. | 1.99% | Reduce -24.6% | 12,701 | $3.1M |
| Bank of Nova Scotia | 0.01% | Reduce -17.9% | 12,589 | $3.1M |
| Elo Mutual Pension Insurance Co | 0.07% | Add +20.9% | 12,430 | $3.0M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 12,329 | $3.0M |
| UniSuper Management Pty Ltd | 0.02% | Add +2.5% | 12,122 | $3.0M |
| Harbor Advisors LLC | 0.51% | No change | 12,000 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.2% | 11,872 | $2.9M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +4.7% | 11,831 | $2.9M |
| Evoke Wealth, LLC | 0.07% | Add +1.2% | 11,708 | $2.9M |
| Swiss Life Asset Management Ltd | 0.02% | Add +70.7% | 11,698 | $2.8M |
| Quantitative Investment Management, LLC | 0.26% | New | 11,634 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +34.9% | 11,606 | $2.8M |
| Quantinno Capital Management LP | 0.02% | Add +8.2% | 11,358 | $2.8M |
| Rakuten Investment Management, Inc. | 0.01% | — | 11,432 | $2.7M |
| Hillman Capital Management, Inc. | 1.32% | Reduce -3.7% | 10,989 | $2.7M |
| Lighthouse Investment Partners, LLC | 0.12% | Reduce -45.9% | 10,698 | $2.6M |
| Nordea Investment Management AB | 0.00% | Reduce -6.3% | 10,808 | $2.6M |
| TD Private Client Wealth LLC | 0.07% | Reduce -0.7% | 10,672 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +0.1% | 10,620 | $2.6M |
| Annandale Capital, LLC | 0.47% | No change | 10,375 | $2.5M |
| Lindsell Train Ltd | 0.07% | No change | 10,300 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +70.3% | 10,187 | $2.5M |
| Landscape Capital Management, L.L.C. | 0.22% | Add +233.2% | 10,111 | $2.5M |
| &partners | 0.03% | Add +15.0% | 10,225 | $2.5M |
| RBF Capital, LLC | 0.15% | No change | 10,000 | $2.4M |
| Candriam S.C.A. | 0.02% | Reduce -13.0% | 9,983 | $2.4M |
| Mizuho Securities USA LLC | 0.05% | Reduce -15.5% | 9,929 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +3.3% | 9,493 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -24.7% | 9,260 | $2.3M |
| Knollwood Investment Advisory, LLC | 0.25% | No change | 9,240 | $2.3M |
| Burney Co./ | 0.08% | Reduce -0.3% | 9,204 | $2.2M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -23.2% | 8,985 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +8.6% | 8,895 | $2.2M |
| Orion Investment Co | 0.88% | No change | 8,887 | $2.2M |
| South Dakota Investment Council | 0.04% | No change | 8,875 | $2.2M |
| GW Henssler & Associates Ltd. | 0.12% | Reduce -2.5% | 8,775 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.14% | No change | 8,758 | $2.1M |
| Blueshift Asset Management, LLC | 0.84% | Reduce -24.0% | 8,692 | $2.1M |
| AIA Group Ltd | 0.05% | No change | 8,680 | $2.1M |
| Vaughan Nelson Investment Management, L.P. | 0.02% | Add +3.4% | 8,665 | $2.1M |
| Reynders McVeigh Capital Management, LLC | 0.12% | No change | 8,612 | $2.1M |
| Kentucky Retirement Systems | 0.06% | Reduce -1.4% | 8,386 | $2.0M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -3.8% | 8,061 | $2.0M |
| Exchange Capital Management, Inc. | 0.31% | Add +21.7% | 7,931 | $1.9M |
| Cibc World Market Inc. | 0.00% | Reduce -25.4% | 7,918 | $1.9M |
| Schroder Investment Management Group | 0.00% | Add +20.2% | 8,006 | $1.9M |
| Assetmark, Inc. | 0.01% | Add +7.6% | 7,886 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.5% | 7,597 | $1.9M |
| Hartford Investment Management Co. | 0.06% | Reduce -1.0% | 7,587 | $1.8M |
| Penobscot Investment Management Company, Inc. | 0.17% | No change | 7,350 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Add +25.0% | 7,321 | $1.8M |
| Dynamic Technology Lab Private Ltd | 0.26% | New | 7,320 | $1.8M |
| Avanza Fonder AB | 0.06% | Reduce -10.7% | 7,197 | $1.8M |
| Tidal Investments LLC | 0.01% | Add +4.0% | 7,204 | $1.8M |
| Brasada Capital Management, LP | 0.35% | Reduce -1.5% | 8,512 | $1.7M |
| Florida Trust Wealth Management Co | 0.06% | No change | 7,132 | $1.7M |
| Vident Advisory, LLC | 0.03% | Add +49.1% | 7,128 | $1.7M |
| Erste Asset Management GmbH | 0.02% | Add +5.3% | 7,171 | $1.7M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -26.4% | 7,067 | $1.7M |
| Linscomb Wealth, Inc. | 0.09% | Add +19.8% | 7,041 | $1.7M |
| NEOS Investment Management LLC | 0.03% | Reduce -13.7% | 6,960 | $1.7M |
| Empire Life Investments Inc. | 0.11% | New | 6,889 | $1.7M |
| Norinchukin Bank, The | 0.03% | Add +16.3% | 6,834 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | No change | 6,700 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -92.6% | 6,666 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Reduce -36.1% | 6,610 | $1.6M |
| Metis Global Partners, LLC | 0.05% | Add +17.0% | 6,593 | $1.6M |
| Securian Asset Management, Inc. | 0.05% | No change | 6,580 | $1.6M |
| Ieq Capital, LLC | 0.01% | Reduce -44.1% | 6,537 | $1.6M |
| Wellington Shields & Co., LLC | 0.50% | No change | 6,529 | $1.6M |
| Westpac Banking Corp. | 0.11% | Add +703.5% | 6,356 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -43.4% | 6,331 | $1.5M |
| Allianz SE | 0.04% | No change | 6,249 | $1.5M |
| Ashford Capital Management Inc. | 0.20% | Add +2.5% | 6,239 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 6,041 | $1.5M |
| Builder Investment Group Inc. | 0.43% | No change | 6,153 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.5% | 6,134 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | Add +1.3% | 6,104 | $1.5M |
| Fiduciary Trust Co | 0.02% | Add +1.2% | 6,014 | $1.5M |
| Ycg, LLC | 0.11% | No change | 6,000 | $1.5M |
| Premier Path Wealth Partners, LLC | 0.23% | Add +4.9% | 5,994 | $1.5M |
| Long Road Investment Counsel, LLC | 0.56% | Add +1.2% | 5,885 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -1.7% | 5,805 | $1.4M |
| McCarter Private Wealth Services LLC | 0.93% | No change | 5,800 | $1.4M |
| AG2R La Mondiale Gestion D'actifs | 0.08% | — | 5,296 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -12.5% | 5,742 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.8% | 5,668 | $1.4M |
| Ethic Inc. | 0.03% | Add +9.7% | 5,618 | $1.4M |
| E. Ohman J:or Asset Management AB | 0.04% | No change | 5,550 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -10.9% | 5,541 | $1.3M |
| Jefferies Financial Group Inc. | 0.02% | New | 5,459 | $1.3M |
| Droms Strauss Advisors Inc. /Mo/ | 0.45% | Reduce -3.4% | 5,439 | $1.3M |
| Allstate Corp. | 0.04% | Add +46.5% | 5,386 | $1.3M |
| UNIVEST FINANCIAL Corp | 0.08% | No change | 5,250 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Add +44.2% | 5,229 | $1.3M |
| Wellington Shields Capital Management, LLC | 0.23% | Reduce -4.1% | 5,213 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.8% | 5,139 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +2.8% | 5,139 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +13.0% | 5,083 | $1.2M |
| Synovus Financial Corp. | 0.02% | Add +0.1% | 5,017 | $1.2M |
| First Financial Bank - Trust Division | 0.12% | No change | 5,008 | $1.2M |
| CX Institutional | 0.05% | Add +3.7% | 4,962 | $1.2M |
| Accretive Wealth Partners, LLC | 0.42% | Add +10.7% | 4,516 | $1.2M |
| Capital Group Investment Management Pte. LTD. | 0.24% | Add +2.9% | 4,840 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +19.4% | 4,794 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -32.8% | 4,769 | $1.2M |
| Dynasty Wealth Management, LLC | 0.02% | Add +2.6% | 4,742 | $1.2M |
| Focus Partners Wealth | 0.00% | Reduce -1.5% | 4,685 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.6% | 4,569 | $1.1M |
| Power Wealth Management LLC | 0.44% | Reduce -2.8% | 4,469 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -14.1% | 4,417 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.9% | 4,408 | $1.1M |
| Empirical Finance, LLC | 0.06% | Add +2.7% | 4,277 | $1.0M |
| 1900 Wealth Management LLC | 0.09% | No change | 4,273 | $1.0M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | No change | 4,267 | $1.0M |
| Shell Asset Management Co. | 0.05% | Reduce -1.1% | 4,262 | $1.0M |
| Cullinan Associates Inc. | 0.07% | No change | 4,250 | $1.0M |
| Verition Fund Management LLC | 0.01% | Reduce -16.0% | 4,231 | $1.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -1.9% | 4,225 | $1.0M |
| Donaldson Capital Management, LLC | 0.04% | No change | 4,214 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.3% | 4,071 | $992K |
| Nwam LLC | 0.08% | Add +0.1% | 4,046 | $985K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 3,944 | $961K |
| Novak & Powell Financial Services, Inc. | 0.60% | Add +0.1% | 3,933 | $958K |
| Nomura Holdings Inc. | 0.01% | Reduce -4.2% | 3,911 | $953K |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 3,886 | $946K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -8.3% | 3,864 | $941K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.6% | 3,834 | $934K |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -58.1% | 3,865 | $931K |
| 1834 Investment Advisors Co. | 0.12% | Add +13.1% | 3,793 | $924K |
| Natixis | 0.01% | New | 3,760 | $907K |
| Brighton Jones LLC | 0.03% | Add +0.7% | 3,665 | $893K |
| Lido Advisors, LLC | 0.01% | Reduce -16.9% | 3,628 | $884K |
| Norman Fields, Gottscho Capital Management, LLC | 0.30% | No change | 3,600 | $877K |
| Guyasuta Investment Advisors Inc. | 0.06% | No change | 3,600 | $877K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Reduce -17.1% | 3,572 | $870K |
| Bryce Point Capital, LLC | 0.64% | Reduce -41.6% | 3,465 | $853K |
| Fiduciary Group, LLC | 0.09% | No change | 3,496 | $851K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -97.8% | 3,469 | $845K |
| Meeder Advisory Services, Inc. | 0.05% | Reduce -9.3% | 3,463 | $844K |
| LVW Advisors, LLC | 0.10% | Reduce -4.1% | 3,417 | $832K |
| Wesbanco Bank Inc. | 0.03% | No change | 3,416 | $832K |
| Capital Investment Advisors, LLC | 0.02% | Add +0.6% | 3,371 | $821K |
| Intech Investment Management LLC | 0.01% | Reduce -41.2% | 3,338 | $813K |
| Cwm, LLC | 0.00% | Add +3.2% | 3,283 | $800K |
| Community Bank, N.A. | 0.11% | Reduce -8.4% | 3,250 | $792K |
| Fifth Third Bancorp | 0.00% | Add +4.0% | 3,240 | $789K |
| Triangle Securities Wealth Management | 0.20% | Add +0.2% | 3,209 | $782K |
| Baron Capital (BAMCO) | 0.00% | Add +6.7% | 3,200 | $779K |
| iA Global Asset Management Inc. | 0.01% | No change | 3,147 | $766K |
| Mitchell & Pahl Private Wealth, LLC | 0.36% | Add +0.6% | 3,131 | $763K |
| Jones Financial Companies LLLP | 0.00% | Add +4.3% | 3,155 | $759K |
| Ninety One North America, Inc. | 0.05% | Reduce -13.8% | 3,083 | $751K |
| Praxis Investment Management Inc. | 0.05% | Add +7.7% | 3,080 | $750K |
| Keybank National Association | 0.00% | Add +2.2% | 3,073 | $748K |
| New England Capital Financial Advisors LLC | 0.38% | No change | 3,034 | $739K |
| Gibbs Wealth Management | 0.18% | Add +27.7% | 3,023 | $736K |
| United Services Automobile Association | 0.02% | New | 2,990 | $719K |
| Neo Ivy Capital Management | 0.23% | New | 2,940 | $716K |
| Aberdeen Wealth Management LLC | 0.49% | No change | 2,900 | $706K |
| American National Bank & Trust | 0.08% | No change | 2,900 | $706K |
| Spinnaker Trust | 0.05% | No change | 2,860 | $697K |
| GAMMA Investing LLC | 0.05% | Add +0.3% | 2,858 | $696K |
| Compound Planning, Inc. | 0.03% | Add +12.3% | 2,848 | $694K |
| Quadrant Capital Group LLC | 0.03% | Add +65.6% | 2,828 | $689K |
| Impact Capital Partners LLC | 0.25% | Add +2.6% | 2,801 | $682K |
| Financial Counselors Inc. | 0.01% | Reduce -0.4% | 2,762 | $673K |
| Carnegie Investment Counsel | 0.02% | New | 2,753 | $671K |
| Main Street Financial Solutions, LLC | 0.06% | New | 2,752 | $670K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +15.2% | 2,724 | $663K |
| Advisors Capital Management, LLC | 0.01% | Add +0.8% | 2,719 | $662K |
| Moore Capital Management, LP | 0.03% | Reduce -20.5% | 2,714 | $661K |
| AE Wealth Management LLC | 0.01% | Reduce -7.6% | 2,697 | $657K |
| Highland Capital Management, LLC | 0.04% | No change | 2,666 | $649K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +4.5% | 2,666 | $649K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 2,664 | $649K |
| Chesley Taft & Associates LLC | 0.03% | Add +84.2% | 2,662 | $648K |
| PFC Capital Group, Inc. | 0.33% | Reduce -7.0% | 2,651 | $645K |
| Ossiam | 0.01% | Reduce -10.0% | 2,615 | $637K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.0% | 2,591 | $631K |
| Athena Investment Management | 0.38% | No change | 2,590 | $631K |
| Allworth Financial LP | 0.00% | Reduce -12.9% | 2,446 | $629K |
| Huntington National Bank | 0.01% | Add +2.7% | 2,566 | $625K |
| MAI Capital Management | 0.00% | Add +0.2% | 2,554 | $622K |
| Regions Financial Corp. | 0.00% | Reduce -0.7% | 2,539 | $618K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -9.4% | 2,532 | $617K |
| Empowered Funds, LLC | 0.01% | Add +14.6% | 2,523 | $615K |
| Strategy Asset Managers LLC | 0.13% | Reduce -10.6% | 2,509 | $611K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +0.9% | 2,504 | $610K |
| Doheny Asset Management | 0.48% | No change | 2,500 | $609K |
| Bowen Hanes & Co. Inc. | 0.02% | No change | 2,486 | $605K |
| Larson Financial Group LLC | 0.03% | Add +209.1% | 2,485 | $605K |
| Vestcor Inc | 0.02% | Add +0.2% | 2,467 | $601K |
| Ballentine Partners, LLC | 0.01% | Add +75.4% | 2,442 | $595K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,417 | $589K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -50.3% | 2,792 | $574K |
| Wedmont Private Capital | 0.03% | Add +0.0% | 2,557 | $563K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1.0% | 2,298 | $560K |
| Essex Financial Services, Inc. | 0.04% | Reduce -0.3% | 2,280 | $555K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -63.3% | 2,257 | $550K |
| CW Advisors, LLC | 0.01% | Add +11.9% | 2,238 | $545K |
| DAVENPORT & Co LLC | 0.00% | Add +12.0% | 2,212 | $539K |
| Mufg Securities Americas Inc. | 0.06% | Add +19.9% | 2,195 | $535K |
| Trust Co. of Vermont | 0.03% | Reduce -0.1% | 2,169 | $528K |
| Jane Street Group, LLC | 0.00% | Reduce -6.8% | 2,158 | $526K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -15.4% | 2,128 | $518K |
| Janney Capital Management LLC | 0.04% | No change | 2,100 | $511K |
| NWF Advisory Services Inc. | 0.07% | No change | 2,087 | $508K |
| Malaga Cove Capital, LLC | 0.22% | Add +139.7% | 2,076 | $506K |
| Heritage Family Offices, LLP | 0.26% | Add +24.5% | 2,069 | $504K |
| Coldstream Capital Management Inc. | 0.01% | Add +19.2% | 2,051 | $500K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -1.8% | 1,907 | $493K |
| Roundview Capital LLC | 0.04% | Reduce -0.3% | 1,996 | $486K |
| Clearstead Advisors, LLC | 0.01% | Reduce -32.1% | 1,990 | $485K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,927 | $469K |
| Manchester Capital Management LLC | 0.06% | Add +0.7% | 1,926 | $469K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -1.2% | 1,909 | $465K |
| HM Payson & Co. | 0.01% | Add +10.8% | 1,901 | $463K |
| Deltec Asset Management LLC | 0.10% | No change | 1,900 | $463K |
| TCV Trust & Wealth Management, Inc. | 0.04% | No change | 1,900 | $463K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 1,894 | $461K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 1,878 | $457K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +100.1% | 1,845 | $449K |
| Sit Investment Associates Inc. | 0.01% | Reduce -2.7% | 1,830 | $446K |
| CI Investments Inc. | 0.00% | Add +9.3% | 1,799 | $438K |
| Riverwater Partners LLC | 0.22% | Add +19.0% | 1,796 | $437K |
| Rappaport Reiches Capital Management, LLC | 0.11% | Add +0.8% | 1,793 | $437K |
| Horizon Investments, LLC | 0.01% | Add +5.6% | 1,786 | $435K |
| Independent Advisor Alliance | 0.01% | Reduce -4.3% | 1,781 | $434K |
| Correct Capital Wealth Management | 0.08% | No change | 1,751 | $426K |
| V-Square Quantitative Management LLC | 0.06% | Reduce -3.2% | 1,748 | $426K |
| Greenleaf Trust | 0.00% | Add +1.4% | 1,725 | $420K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +0.3% | 1,724 | $420K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 1,704 | $415K |
| EntryPoint Capital, LLC | 0.19% | Reduce -0.6% | 1,692 | $412K |
| Everpar Advisors LLC | 0.22% | Reduce -9.5% | 1,688 | $411K |
| Simplex Trading, LLC | 0.01% | Add +133.0% | 1,689 | $411K |
| Portside Wealth Group, LLC | 0.07% | Add +11.4% | 1,675 | $408K |
| Ironwood Investment Counsel, LLC | 0.07% | Add +0.5% | 1,658 | $404K |
| Gotham Asset Management | 0.00% | New | 1,642 | $400K |
| Bridgewater Advisors Inc. | 0.03% | New | 1,522 | $394K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 1,612 | $393K |
| QRG Capital Management, Inc. | 0.00% | Add +19.9% | 1,611 | $392K |
| Advisor OS, LLC | 0.04% | Reduce -7.6% | 1,601 | $390K |
| Venturi Wealth Management, LLC | 0.02% | Add +11.6% | 1,593 | $388K |
| Choreo, LLC | 0.01% | Reduce -28.9% | 1,563 | $381K |
| NorthRock Partners, LLC | 0.01% | Reduce -5.3% | 1,544 | $376K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +11.4% | 1,523 | $371K |
| Burt Wealth Advisors | 0.09% | Add +37.8% | 1,520 | $370K |
| S-Bank Fund Management Ltd | 0.07% | — | 1,519 | $370K |
| Arkadios Wealth Advisors | 0.01% | New | 1,517 | $370K |
| Bluespring Wealth Management, LLC | 0.04% | Add +0.9% | 1,510 | $368K |
| Pitcairn Co. | 0.02% | Add +1.9% | 1,502 | $366K |
| Virginia Wealth Management Group, Inc. | 0.23% | No change | 1,500 | $365K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,500 | $365K |
| Canoe Financial LP | 0.01% | New | 1,478 | $360K |
| Guggenheim Capital LLC | 0.00% | Reduce -26.7% | 1,465 | $357K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 1,462 | $356K |
| GW&K Investment Management, LLC | 0.00% | Reduce -97.7% | 1,448 | $353K |
| Siemens Fonds Invest GmbH | 0.02% | Add +7.8% | 1,444 | $352K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 1,442 | $351K |
| Syon Capital LLC | 0.03% | Reduce -16.0% | 1,439 | $350K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.4% | 1,422 | $346K |
| Waverly Advisors, LLC | 0.00% | Add +10.3% | 1,420 | $346K |
| Summit Financial, LLC | 0.01% | Add +5.4% | 1,418 | $345K |
| Wealth Management Nebraska | 0.05% | No change | 1,399 | $341K |
| Axxcess Wealth Management, LLC | 0.01% | Add +3.8% | 1,395 | $340K |
| Strategic Blueprint, LLC | 0.02% | Reduce -0.1% | 1,389 | $338K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +2.2% | 1,385 | $337K |
| Sowell Financial Services LLC | 0.02% | New | 1,378 | $336K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.6% | 1,369 | $333K |
| Personal Cfo Solutions, LLC | 0.07% | Add +6.7% | 1,366 | $333K |
| Rovin Capital /Ut/ | 0.11% | Add +13.9% | 1,351 | $329K |
| BBR Partners, LLC | 0.02% | No change | 1,335 | $325K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.5% | 1,335 | $325K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +66.2% | 1,328 | $323K |
| Prudential PLC | 0.00% | Reduce -48.4% | 1,326 | $323K |
| Foster Victor Wealth Advisors, LLC | 0.03% | No change | 1,459 | $321K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | Reduce -0.2% | 1,315 | $320K |
| Thrive Wealth Management, LLC | 0.06% | Add +10.2% | 1,307 | $318K |
| Aureus Asset Management, LLC | 0.02% | No change | 1,300 | $317K |
| Inspire Investing, LLC | 0.04% | Add +28.0% | 1,295 | $315K |
| Nicolet Bankshares Inc. | 0.06% | No change | 1,290 | $314K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -7.2% | 1,289 | $314K |
| Vontobel Holding Ltd. | 0.00% | Reduce -8.3% | 1,283 | $312K |
| Gsa Capital Partners LLP | 0.03% | Reduce -88.0% | 1,270 | $309K |
| Petrus Trust Company, LTA | 0.03% | New | 1,258 | $306K |
| Profund Advisors LLC | 0.01% | Reduce -4.3% | 1,258 | $306K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +7.9% | 1,256 | $306K |
| Founders Financial Alliance, LLC | 0.07% | New | 1,249 | $304K |
| Integrated Advisors Network LLC | 0.02% | Reduce -22.0% | 1,244 | $303K |
| MBB Public Markets I LLC | 0.03% | New | 1,237 | $301K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.2% | 1,237 | $301K |
| Cigna Investments Inc. | 0.06% | Reduce -1.7% | 1,236 | $301K |
| Ontario Teachers Pension Plan Board | 0.00% | New | 1,226 | $299K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -2.5% | 1,221 | $297K |
| Wendell David Associates Inc. | 0.03% | No change | 1,212 | $295K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,208 | $294K |
| Ostrum Asset Management | 0.02% | Reduce -2.5% | 1,207 | $294K |
| Cherry Creek Investment Advisors, Inc. | 0.15% | Add +0.2% | 1,166 | $284K |
| Wealth Alliance, LLC | 0.03% | Add +1.2% | 1,160 | $283K |
| Raiffeisen Bank International AG | 0.00% | Reduce -80.7% | 1,171 | $281K |
| LifePlan Financial, LLC | 0.25% | Reduce -14.1% | 1,154 | $281K |
| Palogic Value Management, L.P. | 0.13% | Add +7.8% | 1,149 | $280K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Add +3.7% | 1,134 | $276K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.2% | 1,126 | $274K |
| SCS Capital Management LLC | 0.00% | New | 1,125 | $274K |
| Centiva Capital, LP | 0.02% | New | 1,124 | $274K |
| Park National Corp. | 0.01% | Add +2.0% | 1,122 | $273K |
| Sabal Trust CO | 0.01% | No change | 1,112 | $271K |
| Austin Private Wealth, LLC | 0.02% | Reduce -0.2% | 1,087 | $265K |
| Grey Ledge Advisors, LLC | 0.07% | Add +1.4% | 1,086 | $264K |
| AXA S.A. | 0.00% | Add +8.6% | 1,084 | $264K |
| Veltria Advisors Corp. | 0.17% | Add +27.4% | 1,080 | $263K |
| Checchi Capital Advisers, LLC | 0.02% | Add +14.9% | 1,078 | $263K |
| Hilltop Holdings Inc. | 0.02% | New | 1,063 | $259K |
| Panagora Asset Management Inc. | 0.00% | Reduce -55.0% | 1,062 | $259K |
| New England Research & Management, Inc. | 0.13% | No change | 1,050 | $256K |
| Novus Advisors, LLC | 0.26% | No change | 1,050 | $256K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.6% | 1,044 | $254K |
| Glenview Trust Co | 0.00% | Reduce -0.8% | 1,036 | $252K |
| Everett Harris & Co. | 0.00% | No change | 1,033 | $252K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.0% | 1,023 | $249K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -0.5% | 1,005 | $245K |
| Wedgewood Investors Inc. | 0.29% | Reduce -2.4% | 1,000 | $244K |
| Auxier Asset Management LLC | 0.04% | No change | 1,000 | $244K |
| Nadler Financial Group, Inc. | 0.03% | No change | 1,000 | $244K |
| Howland Capital Management LLC | 0.01% | No change | 1,000 | $244K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -15.8% | 975 | $243K |
| Salem Investment Counselors Inc. | 0.01% | No change | 986 | $240K |
| Ipswich Investment Management Co., Inc. | 0.06% | No change | 964 | $235K |
| Stephens Inc. | 0.00% | Reduce -4.2% | 951 | $232K |
| Aviso Financial Inc. | 0.01% | Reduce -78.2% | 949 | $231K |
| Merit Financial Group, LLC | 0.00% | New | 947 | $231K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.3% | 947 | $231K |
| MPS Loria Financial Planners, LLC | 0.07% | No change | 944 | $230K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +124.4% | 938 | $228K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.2% | 931 | $227K |
| Norden Group LLC | 0.03% | Add +4.2% | 926 | $226K |
| Cannon Financial Strategists, Inc. | 0.04% | Reduce -13.1% | 920 | $224K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.2% | 914 | $223K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -12.1% | 832 | $221K |
| Aprio Wealth Management, LLC | 0.03% | New | 906 | $221K |
| Optimize Financial Inc. | 0.08% | New | 898 | $219K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +7.0% | 890 | $217K |
| Rossby Financial, LCC | 0.09% | New | 838 | $215K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Reduce -68.4% | 877 | $213K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -5.4% | 858 | $209K |
| Clearstead Trust, LLC | 0.05% | Add +18.0% | 857 | $209K |
| OneDigital Investment Advisors LLC | 0.00% | New | 857 | $209K |
| Clarius Group, LLC | 0.01% | Add +1.3% | 857 | $209K |
| Venture Visionary Partners LLC | 0.01% | Add +3.5% | 856 | $208K |
| Trust Co of the South | 0.04% | Reduce -0.6% | 854 | $208K |
| Private Trust Co. NA | 0.02% | Reduce -18.4% | 851 | $207K |
| Apeiron RIA LLC | 0.06% | No change | 850 | $207K |
| Lakeshore Financial Planning, Inc. | 0.09% | No change | 847 | $206K |
| Ellevest, Inc. | 0.01% | Reduce -6.5% | 846 | $206K |
| Great Lakes Advisors, LLC | 0.00% | New | 837 | $204K |
| Principal Securities, Inc. | 0.00% | No change | 797 | $203K |
| Conning Inc. | 0.01% | No change | 823 | $200K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 754 | $184K |
| First Horizon Advisors, Inc. | 0.01% | Add +9.5% | 738 | $180K |
| LRI Investments, LLC | 0.02% | Reduce -29.6% | 736 | $179K |
| Rothschild Investment LLC | 0.01% | Reduce -1.2% | 677 | $165K |
| Whittier Trust Co. | 0.00% | Reduce -2.2% | 668 | $163K |
| Delta Asset Management LLC | 0.02% | No change | 663 | $161K |
| Smartleaf Asset Management LLC | 0.02% | Add +3.0% | 662 | $159K |
| Brooklyn Investment Group | 0.03% | Add +4.6% | 616 | $150K |
| Mather Group, Llc. | 0.00% | Reduce -4.7% | 608 | $148K |
| Parallel Advisors, LLC | 0.00% | Add +3.4% | 605 | $147K |
| Lindbrook Capital, LLC | 0.01% | Add +25.7% | 601 | $146K |
| Penserra Capital Management LLC | 0.00% | Reduce -32.6% | 598 | $145K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +15.4% | 583 | $142K |
| VSM Wealth Advisory, LLC | 0.05% | No change | 550 | $134K |
| IFP Advisors, Inc | 0.00% | Add +4.7% | 538 | $131K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -29.5% | 530 | $129K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Reduce -10.1% | 527 | $129K |
| Walleye Capital LLC | 0.00% | Reduce -61.7% | 506 | $123K |
| Walleye Trading LLC | 0.00% | Reduce -91.9% | 432 | $105K |
| Pflug Koory, LLC | 0.06% | No change | 430 | $105K |
| Opal Wealth Advisors, LLC | 0.03% | New | 418 | $102K |
| Peoples Bank | 0.07% | No change | 415 | $101K |
| Arlington Trust Co LLC | 0.02% | No change | 410 | $100K |
| Nvwm, LLC | 0.03% | Add +0.7% | 406 | $99K |
| Versant Capital Management, Inc | 0.02% | Add +4.8% | 394 | $96K |
| CVA Family Office, LLC | 0.01% | Add +5.7% | 392 | $95K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +24.3% | 379 | $92K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -6.0% | 373 | $91K |
| Sentry Investment Management LLC | 0.06% | New | 420 | $88K |
| DT Investment Partners, LLC | 0.01% | No change | 355 | $86K |
| Geneos Wealth Management Inc. | 0.00% | Add +42.3% | 343 | $84K |
| Caitong International Asset Management Co., Ltd | 0.06% | New | 339 | $83K |
| Piscataqua Savings Bank | 0.07% | No change | 337 | $82K |
| Cromwell Holdings LLC | 0.05% | Add +2.5% | 335 | $82K |
| Anchor Investment Management, LLC | 0.01% | No change | 322 | $78K |
| Covestor Ltd | 0.05% | Add +362.3% | 319 | $78K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 288 | $73K |
| NewEdge Advisors, LLC | 0.00% | No change | 286 | $70K |
| Exchange Traded Concepts, LLC | 0.00% | Add +42.4% | 272 | $66K |
| Ofi Invest Asset Management | 0.00% | New | 278 | $63K |
| City State Bank | 0.02% | No change | 250 | $61K |
| Parkside Financial Bank & Trust | 0.01% | Add +4.8% | 241 | $59K |
| Key Financial Inc | 0.01% | No change | 227 | $55K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 214 | $52K |
| UMB Bank, n.a. | 0.00% | Reduce -6.6% | 212 | $52K |
| Osterweis Capital Management Inc. | 0.00% | No change | 210 | $51K |
| Activest Wealth Management | 0.01% | Add +3.1% | 200 | $49K |
| Compass Wealth Management LLC | 0.01% | No change | 200 | $49K |
| Atala Financial Inc | 0.03% | No change | 193 | $47K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +80.0% | 180 | $44K |
| Ridgewood Investments LLC | 0.02% | No change | 172 | $42K |
| Harbour Investments, Inc. | 0.00% | Add +10.4% | 170 | $41K |
| Binnacle Investments Inc | 0.03% | — | 170 | $41K |
| St Germain D J Co. Inc. | 0.00% | New | 156 | $38K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 154 | $38K |
| MV Capital Management, Inc. | 0.00% | Add +0.7% | 150 | $37K |
| Ancora Advisors LLC | 0.00% | No change | 150 | $36K |
| Blue Trust, Inc. | 0.00% | Add +111.6% | 146 | $36K |
| City Holding Co. | 0.00% | New | 139 | $34K |
| High Note Wealth, LLC | 0.01% | No change | 137 | $33K |
| Spire Wealth Management | 0.00% | Reduce -12.6% | 132 | $32K |
| Zions Bancorporation, National Association | 0.00% | — | 131 | $32K |
| Generali Asset Management SPA SGR | 0.00% | Reduce -16.2% | 129 | $31K |
| Caldwell Trust Co | 0.00% | No change | 126 | $31K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 118 | $29K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 118 | $29K |
| N.E.W. Advisory Services LLC | 0.00% | New | 113 | $28K |
| Addison Advisors LLC | 0.01% | No change | 111 | $27K |
| Arax Advisory Partners | 0.00% | Reduce -30.8% | 110 | $27K |
| Raffa Wealth Management, LLC | 0.01% | No change | 107 | $26K |
| Ameriflex Group, Inc. | 0.01% | No change | 103 | $25K |
| Optimum Investment Advisors | 0.01% | No change | 100 | $24K |
| Smithfield Trust Co | 0.00% | No change | 99 | $23K |
| Hemington Wealth Management | 0.00% | Add +14.6% | 94 | $22K |
| Private Wealth Management Group, LLC | 0.01% | No change | 87 | $21K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -7.8% | 83 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 82 | $20K |
| Dunhill Financial, LLC | 0.01% | Add +161.3% | 81 | $20K |
| Rise Advisors, LLC | 0.01% | Reduce -1.3% | 79 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +17.5% | 74 | $18K |
| West Paces Advisors Inc. | 0.00% | No change | 70 | $17K |
| eCIO, Inc. | 0.01% | — | 69 | $17K |
| NewSquare Capital LLC | 0.00% | Add +871.4% | 68 | $17K |
| Park Place Capital Corp | 0.00% | No change | 64 | $16K |
| Accredited Wealth Management, LLC | 0.01% | No change | 61 | $15K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 61 | $15K |
| Putney Financial Group LLC | 0.02% | No change | 60 | $15K |
| Bayforest Capital Ltd | 0.01% | Reduce -91.8% | 58 | $14K |
| Global X Japan Co., Ltd. | 0.00% | Add +9.6% | 57 | $14K |
| Meeder Asset Management Inc. | 0.00% | Reduce -37.1% | 56 | $14K |
| SouthState Bank Corp | 0.00% | Add +116.0% | 54 | $13K |
| McIlrath & Eck, LLC | 0.00% | No change | 53 | $13K |
| Saudi Central Bank | 0.06% | New | 49 | $12K |
| Johnson Financial Group, Inc. | 0.00% | No change | 47 | $11K |
| Grove Bank & Trust | 0.00% | No change | 46 | $11K |
| Bell Investment Advisors, Inc | 0.00% | No change | 43 | $10K |
| Solstein Capital, LLC | 0.01% | No change | 42 | $10K |
| SRH Advisors, LLC | 0.00% | No change | 42 | $10K |
| Avion Wealth | 0.00% | No change | 41 | $10K |
| Eastern Bank | 0.00% | No change | 41 | $10K |
| Dagco, Inc. | 0.00% | New | 40 | $10K |
| Global Financial Private Client, LLC | 0.00% | Add +11.4% | 39 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.9% | 36 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 36 | $9K |
| First Financial Corp. | 0.00% | Reduce -75.9% | 35 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 34 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -27.7% | 34 | $8K |
| Millstone Evans Group, LLC | 0.01% | No change | 33 | $8K |
| Creative Financial Designs Inc. | 0.00% | Reduce -20.5% | 31 | $8K |
| Fortitude Family Office, LLC | 0.00% | Reduce -18.9% | 30 | $7K |
| Sandy Spring Bank | 0.00% | No change | 29 | $7K |
| WPG Advisers, LLC | 0.01% | Reduce -42.0% | 29 | $7K |
| Avalon Trust Co | 0.00% | New | 29 | $7K |
| Ransom Advisory, Ltd | 0.00% | No change | 28 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 28 | $7K |
| Pineridge Advisors LLC | 0.00% | Add +237.5% | 27 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 27 | $7K |
| AlphaQuest LLC | 0.00% | Add +2600.0% | 27 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 25 | $6K |
| Sierra Ocean, LLC | 0.00% | Reduce -59.7% | 25 | $6K |
| Leonteq Securities AG | 0.00% | Add +4.2% | 25 | $6K |
| CoreCap Advisors, LLC | 0.00% | Add +78.6% | 25 | $6K |
| Wolff Wiese Magana LLC | 0.00% | Add +380.0% | 24 | $6K |
| ESL Trust Services, LLC | 0.00% | No change | 24 | $6K |
| Colonial Trust Co / SC | 0.00% | Reduce -81.0% | 23 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 21 | $5K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +133.3% | 21 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | Reduce -10.5% | 17 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +60.0% | 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% | No change | 16 | $4K |
| Abound Wealth Management | 0.00% | Reduce -26.3% | 14 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 14 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +20.0% | 12 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 11 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $3K |
| Hughes Financial Services, LLC | 0.00% | New | 10 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 10 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +25.0% | 10 | $2K |
| ORG Partners LLC | 0.00% | New | 9 | $2K |
| Sachetta, LLC | 0.00% | Reduce -60.9% | 9 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 9 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 10 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 7 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 8 | $2K |
| Highline Wealth Partners LLC | 0.00% | Add +60.0% | 8 | $2K |
| WealthTrak Capital Management LLC | 0.00% | No change | 8 | $2K |
| First United Bank & Trust | 0.00% | New | 8 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -90.0% | 7 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 7 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -93.1% | 7 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 7 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 7 | $2K |
| PEAK6 LLC | 0.00% | New | 7 | $2K |
| Aspect Partners, LLC | 0.00% | Add +500.0% | 6 | $1K |
| Truvestments Capital LLC | 0.00% | New | 6 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 5 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Add +77.8% | 16 | $1K |
| Core Alternative Capital | 0.00% | No change | 5 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 4 | $975 |
| Blume Capital Management, Inc. | 0.00% | New | 4 | $975 |
| Bokf, NA | 0.00% | No change | 4 | $974 |
| Winnacle Wealth LLC | 0.00% | Add +33.3% | 4 | $799 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $731 |
| Logan Capital Management Inc. | 0.00% | No change | 3 | $731 |
| Kestra Investment Management, LLC | 0.00% | New | 3 | $731 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $730 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $673 |
| Bear Mountain Capital, Inc. | 0.00% | New | 2 | $518 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 2 | $498 |
| Redwood Park Advisors LLC | 0.00% | No change | 2 | $488 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 2 | $488 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $487 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -98.8% | 2 | $487 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 1 | $317 |
| American Capital Advisory, LLC | 0.00% | Add +0.0% | 1 | $268 |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -85.7% | 1 | $244 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $244 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $244 |
| Private Wealth Asset Management, LLC | 0.00% | — | 1 | $244 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1 | $244 |
| Legacy Bridge, LLC | 0.00% | New | 1 | $166 |
| Hantz Financial Services, Inc. | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is EFX's weight in each manager's 13F, not the share of Equifax Inc. the manager owns.