EquifaxEFX
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 863 institutions reported holding Equifax Inc. (EFX) in their 13F filings, up 50 from Q1 2025. 119 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($3.9B), Capital International Investors ($2.7B) and BlackRock, Inc. ($2.3B). 11 famous investors held it, including Bill Nygren (2.2% of Harris Associates (Oakmark Funds)'s portfolio), Dev Kantesaria (0.8% of Valley Forge Capital Management'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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $306.2M |
| Exits | 70 | $348.9M |
All 13F filers, Q1 2025 → Q2 2025: 4,527,945 shares bought and 8,327,235 shares sold, net −3,799,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 863 holders
| Vanguard Group Inc. | 0.06% | Add +1.8% | 14,966,903 | $3.9B |
| Capital International Investors | 0.47% | Add +4.0% | 10,478,466 | $2.7B |
| BlackRock, Inc. | 0.04% | Add +1.8% | 9,049,543 | $2.3B |
| T. Rowe Price Associates Inc. | 0.17% | Reduce -16.3% | 5,894,210 | $1.5B |
| Harris Associates (Oakmark Funds) | 2.15% | Add +11.8% | 5,107,787 | $1.3B |
| State Street Corp. | 0.05% | Add +1.4% | 4,968,897 | $1.3B |
| Morgan Stanley | 0.07% | Add +4.2% | 3,889,736 | $1.0B |
| Massachusetts Financial Services Co. | 0.28% | Reduce -4.9% | 3,350,418 | $869.0M |
| Geode Capital Management, LLC | 0.06% | Add +2.5% | 3,142,763 | $811.6M |
| Kayne Anderson Rudnick Investment Management LLC | 1.91% | Reduce -1.1% | 3,083,919 | $799.9M |
| FMR LLC | 0.04% | Add +2.2% | 3,027,065 | $785.1M |
| Generation Investment Management LLP | 4.24% | Reduce -8.2% | 2,573,092 | $667.4M |
| T. Rowe Price Investment Management, Inc. | 0.33% | Add +1.2% | 1,999,837 | $518.7M |
| Parnassus Investments, LLC | 1.06% | Reduce -3.1% | 1,779,843 | $461.6M |
| Cantillon Capital Management LLC | 2.59% | Reduce -2.8% | 1,729,771 | $448.7M |
| Lazard Asset Management LLC | 0.68% | Add +8.8% | 1,726,990 | $447.9M |
| Invesco Ltd. | 0.07% | Reduce -10.4% | 1,621,234 | $420.5M |
| Norges Bank | 0.04% | Add +2.2% | 1,289,745 | $334.5M |
| Boston Partners | 0.34% | Reduce -1.7% | 1,182,710 | $306.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -11.6% | 1,165,533 | $302.3M |
| Northern Trust Corp. | 0.04% | Reduce -7.0% | 1,154,292 | $299.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.24% | Add +3.5% | 1,153,823 | $299.3M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -21.3% | 1,103,698 | $286.3M |
| Bank of New York Mellon Corp | 0.05% | Reduce -5.4% | 1,039,526 | $269.6M |
| Jensen Investment Management Inc. | 3.12% | Reduce -3.7% | 1,026,607 | $266.3M |
| Darsana Capital Partners LP | 7.41% | No change | 1,000,000 | $259.4M |
| Ako Capital LLP | 2.98% | Add +19.5% | 911,820 | $236.5M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.6% | 854,929 | $221.7M |
| Macquarie Group Ltd. | 0.25% | Add +3.5% | 782,629 | $203.0M |
| Van Eck Associates Corp. | 0.23% | Reduce -49.9% | 782,000 | $202.8M |
| Bessemer Group Inc. | 0.30% | Reduce -0.2% | 720,162 | $186.8M |
| Kensico Capital Management Corp. | 3.59% | Reduce -3.7% | 719,900 | $186.7M |
| Legal & General Group Plc | 0.05% | Reduce -0.9% | 705,794 | $183.1M |
| Dimensional Fund Advisors LP | 0.04% | Add +5.3% | 689,467 | $178.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -58.4% | 604,116 | $156.7M |
| Theleme Partners LLP | 9.43% | No change | 598,088 | $155.1M |
| Carmignac Gestion | 2.32% | Reduce -6.0% | 581,098 | $150.7M |
| Neuberger Berman Group LLC | 0.11% | Add +17.8% | 563,930 | $146.3M |
| Wells Fargo & Company | 0.03% | Reduce -8.1% | 553,075 | $143.5M |
| Bank of America Corp. | 0.01% | Reduce -34.6% | 539,844 | $140.0M |
| Findlay Park Partners LLP | 1.44% | Reduce -3.5% | 539,100 | $139.8M |
| Raymond James Financial Inc. | 0.04% | Reduce -0.7% | 474,237 | $123.0M |
| Intermede Investment Partners Ltd | 3.56% | Reduce -4.9% | 445,161 | $115.5M |
| Deutsche Bank AG | 0.04% | Add +8.8% | 402,758 | $104.5M |
| Ensign Peak Advisors, Inc | 0.18% | Reduce -5.4% | 396,615 | $102.9M |
| Swiss National Bank | 0.06% | Add +8.0% | 377,700 | $98.0M |
| Allianz Asset Management GmbH | 0.13% | Reduce -8.0% | 370,258 | $96.0M |
| UBS Group AG | 0.02% | Reduce -40.7% | 361,447 | $93.7M |
| Russell Investments Group, Ltd. | 0.11% | Add +1.3% | 318,214 | $82.5M |
| Natixis Advisors, LLC | 0.13% | Add +32.6% | 318,259 | $82.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.9% | 286,094 | $74.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +1.6% | 284,987 | $73.9M |
| Nuveen, LLC | 0.02% | Add +5.2% | 283,325 | $73.5M |
| Pictet Asset Management Holding SA | 0.07% | Reduce -27.5% | 253,920 | $65.8M |
| GFI Investment Counsel Ltd. | 7.04% | Add +0.7% | 249,301 | $64.7M |
| Barclays PLC | 0.03% | Reduce -5.3% | 244,080 | $63.3M |
| HSBC Holdings PLC | 0.04% | Reduce -4.8% | 244,534 | $63.3M |
| Rhumbline Advisers | 0.05% | Add +1.5% | 237,142 | $61.5M |
| Amundi | 0.02% | Add +11.2% | 230,283 | $60.4M |
| Greenhouse Funds LLLP | 2.51% | New | 231,081 | $59.9M |
| Two Sigma Investments, LP | 0.11% | Reduce -56.2% | 228,219 | $59.2M |
| Federated Hermes, Inc. | 0.11% | Reduce -23.6% | 223,149 | $57.9M |
| BNP Paribas Financial Markets | 0.04% | Reduce -26.1% | 216,570 | $56.2M |
| Weitz Investment Management, Inc. | 2.93% | No change | 210,350 | $54.6M |
| California Public Employees Retirement System | 0.03% | Add +6.2% | 207,008 | $53.7M |
| California State Teachers Retirement System | 0.06% | Add +2.2% | 205,351 | $53.3M |
| Millennium Management | 0.05% | Reduce -9.2% | 204,057 | $52.9M |
| CIBC Asset Management Inc | 0.16% | Reduce -4.7% | 202,326 | $51.8M |
| TD Asset Management Inc | 0.04% | Reduce -1.5% | 193,584 | $50.2M |
| Baird Financial Group, Inc. | 0.09% | Reduce -6.8% | 191,109 | $49.6M |
| Mackenzie Financial Corp. | 0.06% | Add +18.4% | 185,855 | $48.2M |
| Frontier Capital Management Co. LLC | 0.44% | Add +0.1% | 183,655 | $47.6M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +37.7% | 181,474 | $47.1M |
| National Pension Service | 0.04% | Add +0.8% | 178,825 | $46.4M |
| Sei Investments Co. | 0.05% | Add +11.2% | 173,116 | $44.9M |
| Man Group plc | 0.10% | Add +326.0% | 172,333 | $44.7M |
| C Partners Holding GmbH | 9.51% | Reduce -5.0% | 166,811 | $43.3M |
| Canada Pension Plan Investment Board | 0.03% | Add +8.9% | 151,628 | $39.3M |
| ZWJ Investment Counsel Inc. | 1.45% | Reduce 0.0% | 150,463 | $39.0M |
| Investment Management Corp of Ontario | 0.56% | Reduce -0.3% | 148,041 | $38.4M |
| LGT Group Foundation | 0.48% | Add +2.7% | 146,902 | $38.1M |
| Valley Forge Capital Management | 0.82% | No change | 144,000 | $37.3M |
| Royal Bank of Canada | 0.01% | Reduce -10.3% | 143,885 | $37.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.3% | 138,917 | $36.0M |
| American Century Companies Inc. | 0.02% | Add +0.1% | 138,448 | $35.9M |
| Trexquant Investment LP | 0.40% | Add +30.7% | 137,943 | $35.8M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.2% | 136,550 | $35.4M |
| Dundas Partners LLP | 2.39% | No change | 132,615 | $34.4M |
| Mar Vista Investment Partners LLC | 2.53% | Reduce -2.8% | 127,287 | $33.0M |
| TimesSquare Capital Management, LLC | 0.46% | Reduce -17.4% | 124,268 | $32.2M |
| State Board of Administration of Florida Retirement System | 0.06% | Add +1.2% | 121,812 | $31.6M |
| Two Sigma Advisers, LP | 0.06% | Reduce -72.2% | 118,700 | $30.8M |
| Abn Amro Investment Solutions | 0.61% | Reduce -0.8% | 117,246 | $30.4M |
| North Star Asset Management Inc. | 1.24% | Add +0.5% | 113,489 | $29.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -5.6% | 106,562 | $27.6M |
| Captrust Financial Advisors | 0.06% | Reduce -0.7% | 104,908 | $27.2M |
| Worldquant Millennium Advisors LLC | 0.13% | Add +412.6% | 102,834 | $26.7M |
| Asset Management One Co., Ltd. | 0.08% | Add +1.1% | 100,549 | $26.1M |
| Aberdeen Group plc | 0.04% | Add +11.8% | 98,097 | $25.4M |
| NS Partners Ltd | 1.00% | Reduce -0.6% | 94,772 | $24.6M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -9.1% | 93,800 | $24.3M |
| New York State Teachers Retirement System | 0.05% | Reduce -0.1% | 92,588 | $24.0M |
| National Bank of Canada | 0.03% | Add +74.9% | 90,775 | $23.5M |
| Coalescence Partners Investment Management, LP | 6.06% | Add +8.0% | 89,222 | $23.1M |
| Citadel Advisors | 0.02% | Reduce -4.1% | 87,886 | $22.8M |
| Investors Asset Management of Georgia Inc. /Ga/ | 10.48% | Reduce -1.1% | 87,299 | $22.6M |
| Citigroup Inc. | 0.02% | Reduce -24.7% | 86,620 | $22.5M |
| Renaissance Technologies | 0.03% | Reduce -43.1% | 85,995 | $22.3M |
| Capital International, Inc. | 0.21% | Add +18.8% | 85,128 | $22.1M |
| Marshall Wace, LLP | 0.03% | New | 84,383 | $21.9M |
| Prudential Financial Inc. | 0.03% | Add +28.5% | 84,220 | $21.8M |
| Employees Provident Fund Board | 0.18% | Add +5.6% | 82,018 | $21.3M |
| Blair William & Co. | 0.06% | Add +39.2% | 80,725 | $20.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Add +4.5% | 79,954 | $20.7M |
| Stifel Financial Corp. | 0.02% | Reduce -2.3% | 79,003 | $20.5M |
| Qube Research & Technologies Ltd | 0.03% | New | 78,866 | $20.5M |
| BLI - Banque de Luxembourg Investments | 0.59% | Add +19.6% | 79,800 | $20.4M |
| Eisler Capital Management Ltd. | 0.69% | New | 77,494 | $20.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Reduce -29.6% | 75,717 | $19.6M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -2.4% | 75,102 | $19.5M |
| Storebrand Asset Management As | 0.06% | Reduce -0.0% | 74,666 | $19.4M |
| LPL Financial LLC | 0.01% | Add +2.0% | 74,527 | $19.3M |
| APG Asset Management N.V. | 0.06% | Add +2.4% | 86,967 | $19.2M |
| Markel Group | 0.16% | No change | 72,850 | $18.9M |
| Trinity Street Asset Management LLP | 1.29% | New | 72,531 | $18.8M |
| New York State Common Retirement Fund | 0.02% | Reduce -32.1% | 72,199 | $18.7M |
| State of Wisconsin Investment Board | 0.05% | Add +0.5% | 71,130 | $18.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -14.3% | 69,984 | $18.2M |
| Aviva PLC | 0.04% | Add +14.9% | 69,602 | $18.1M |
| Rbo & Co. LLC | 2.88% | Add +0.6% | 69,365 | $18.0M |
| Freshford Capital Management, LLC | 4.26% | Reduce -22.7% | 68,000 | $17.6M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Add +0.8% | 65,816 | $17.1M |
| Old National Bancorp | 0.30% | Add +1.2% | 64,789 | $16.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -44.8% | 64,584 | $16.8M |
| Royal London Asset Management Ltd. | 0.04% | Reduce -0.5% | 63,682 | $16.5M |
| Bank of Montreal | 0.01% | Reduce -26.1% | 63,194 | $16.4M |
| Freestone Grove Partners LP | 0.12% | New | 62,472 | $16.2M |
| HRT Financial LP | 0.07% | New | 60,697 | $15.7M |
| Schonfeld Strategic Advisors LLC | 0.12% | New | 59,463 | $15.4M |
| Square Wave Capital, LLC | 14.67% | Add +2.9% | 58,962 | $15.3M |
| Jain Global LLC | 0.25% | New | 58,107 | $15.1M |
| Treasurer of the State of North Carolina | 0.05% | Add +2.9% | 57,834 | $15.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -13.4% | 55,906 | $14.5M |
| Fred Alger Management, LLC | 0.06% | Reduce -69.4% | 55,229 | $14.3M |
| Swedbank AB | 0.02% | Add +10.1% | 55,188 | $14.3M |
| Capital Group Private Client Services, Inc. | 0.12% | Reduce -3.0% | 53,921 | $14.0M |
| Truist Financial Corp. | 0.02% | Reduce -1.2% | 53,694 | $13.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -0.2% | 52,636 | $13.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +11.3% | 52,395 | $13.6M |
| Assenagon Asset Management S.A. | 0.02% | Add +1395.1% | 51,866 | $13.5M |
| Brown Advisory Inc. | 0.02% | Reduce -5.2% | 50,687 | $13.1M |
| Toronto Dominion Bank | 0.03% | Add +16.2% | 50,502 | $13.1M |
| Montag A & Associates Inc. | 0.64% | Reduce -6.0% | 50,158 | $13.0M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +30.1% | 49,291 | $12.8M |
| Madison Asset Management, LLC | 0.14% | Add +8.2% | 49,009 | $12.7M |
| Voya Investment Management LLC | 0.01% | Reduce -6.6% | 48,981 | $12.7M |
| Signaturefd, LLC | 0.21% | Reduce -0.6% | 48,311 | $12.5M |
| Danske Bank A/S | 0.03% | Reduce -7.4% | 47,642 | $12.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.1% | 47,114 | $12.2M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +3.2% | 46,600 | $12.1M |
| Mn Services Vermogensbeheer B.V. | 0.08% | Add +4.7% | 46,600 | $12.1M |
| Cortland Associates Inc. | 1.41% | New | 46,485 | $12.1M |
| KLP Kapitalforvaltning As | 0.05% | Add +5.8% | 45,655 | $11.8M |
| Susquehanna Portfolio Strategies, LLC | 0.26% | New | 45,624 | $11.8M |
| B. Metzler seel. Sohn & Co. AG | 0.11% | Add +3.1% | 44,760 | $11.6M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -1.4% | 44,474 | $11.5M |
| Kornitzer Capital Management Inc. | 0.23% | Reduce -12.0% | 44,127 | $11.4M |
| Moneta Group Investment Advisors LLC | 0.13% | Reduce -1.1% | 43,513 | $11.3M |
| Artemis Investment Management LLP | 0.14% | Reduce -6.4% | 42,601 | $11.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +4.6% | 41,473 | $10.8M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +0.1% | 41,363 | $10.7M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +7.0% | 40,863 | $10.6M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +4.5% | 40,546 | $10.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.06% | Reduce -4.9% | 38,566 | $10.0M |
| Capital International Sarl | 0.19% | Reduce -2.3% | 38,471 | $10.0M |
| Public Employees Retirement System of Ohio | 0.03% | Add +1.6% | 38,438 | $10.0M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.0% | 36,525 | $9.5M |
| Arizona State Retirement System | 0.05% | Add +1.8% | 36,476 | $9.5M |
| Creative Planning | 0.01% | Add +1.6% | 35,600 | $9.2M |
| Toth Financial Advisory Corp. | 1.07% | Add +6.5% | 35,294 | $9.2M |
| Korea Investment CORP | 0.02% | Reduce -59.5% | 35,230 | $9.1M |
| Handelsbanken Fonder AB | 0.03% | Reduce -12.7% | 34,381 | $8.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +106.7% | 34,070 | $8.8M |
| State of Michigan Retirement System | 0.05% | Add +0.3% | 33,778 | $8.8M |
| MetLife Investment Management, LLC | 0.05% | Reduce -1.9% | 32,617 | $8.5M |
| AQR Capital Management | 0.01% | Reduce -57.9% | 31,103 | $8.0M |
| Varma Mutual Pension Insurance Co | 0.06% | Reduce -7.6% | 30,564 | $7.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +7.4% | 30,460 | $7.9M |
| Explore Capital Management, LLC | 5.57% | — | 30,400 | $7.9M |
| Czech National Bank | 0.06% | Add +6.6% | 30,358 | $7.9M |
| Wellington Management Group LLP | 0.00% | Reduce -11.9% | 28,903 | $7.5M |
| Allen Mooney & Barnes Investment Advisors LLC | 1.22% | No change | 28,705 | $7.4M |
| Jane Street Group, LLC | 0.01% | Add +1216.4% | 28,408 | $7.4M |
| Detalus Advisors, LLC | 2.10% | Reduce -1.8% | 28,000 | $7.3M |
| Agf Management Ltd. | 0.03% | No change | 27,515 | $7.1M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.91% | Add +10.2% | 27,178 | $7.0M |
| Blue Zone Wealth Advisors, LLC | 1.76% | Add +3.1% | 27,125 | $7.0M |
| Retirement Systems of Alabama | 0.02% | Add +0.0% | 26,651 | $6.9M |
| DNB Asset Management AS | 0.03% | Add +8.0% | 26,352 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.0% | 25,187 | $6.6M |
| Forsta Ap-Fonden | 0.04% | Add +1.6% | 25,400 | $6.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +21.8% | 25,144 | $6.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | No change | 25,058 | $6.5M |
| Daiwa Securities Group Inc. | 0.02% | Add +3.8% | 25,014 | $6.5M |
| Amalgamated Bank | 0.05% | Add +2.0% | 24,916 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -44.0% | 24,381 | $6.3M |
| IFM Investors Pty Ltd | 0.06% | Add +4.6% | 24,180 | $6.3M |
| Mariner, LLC | 0.01% | Add +4.4% | 23,916 | $6.2M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -40.9% | 23,614 | $6.1M |
| Knuff & Co LLC | 1.92% | Reduce -9.6% | 23,500 | $6.1M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -12.0% | 23,123 | $6.0M |
| Corient Private Wealth LP | 0.01% | Reduce -2.7% | 22,541 | $5.8M |
| Capital International Ltd. | 0.22% | Reduce -7.6% | 21,973 | $5.7M |
| ProShare Advisors LLC | 0.01% | Add +13.5% | 21,351 | $5.5M |
| Comerica Bank | 0.02% | Reduce -0.4% | 21,170 | $5.5M |
| SG Americas Securities, LLC | 0.02% | Add +303.9% | 21,120 | $5.5M |
| USS Investment Management Ltd | 0.03% | Add +0.4% | 20,616 | $5.3M |
| Xponance LLC | 0.04% | Add +2.2% | 20,505 | $5.3M |
| Utah Retirement Systems | 0.06% | Reduce -0.1% | 20,361 | $5.3M |
| Letson Investment Management, Inc. | 2.05% | No change | 20,063 | $5.2M |
| M&T Bank Corp | 0.02% | Add +9.8% | 19,794 | $5.1M |
| Maverick Capital | 0.08% | New | 19,728 | $5.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -17.2% | 19,637 | $5.1M |
| Cooper Investors PTY Ltd. | 0.92% | Reduce -4.4% | 19,412 | $5.0M |
| Teacher Retirement System of Texas | 0.02% | Add +4.6% | 18,946 | $4.9M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +5.8% | 18,911 | $4.9M |
| Brevan Howard Capital Management LP | 0.05% | New | 18,823 | $4.9M |
| New York Life Investment Management LLC | 0.05% | Add +1.4% | 18,605 | $4.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +40.9% | 18,516 | $4.8M |
| Geo Capital Gestora de Recursos Ltd | 7.20% | Reduce -5.9% | 18,359 | $4.8M |
| LGT Fund Management Co Ltd. | 0.42% | Reduce -14.8% | 18,300 | $4.7M |
| NewEdge Wealth, LLC | 0.07% | Reduce -8.5% | 19,549 | $4.7M |
| Threadgill Financial, LLC | 2.50% | New | 18,045 | $4.7M |
| Biltmore Family Office, LLC | 0.77% | Reduce -25.2% | 17,676 | $4.6M |
| WINTON GROUP Ltd | 0.23% | New | 17,623 | $4.6M |
| KBC Group NV | 0.01% | Add +3.3% | 17,573 | $4.6M |
| Sentry LLC | 0.90% | No change | 17,315 | $4.5M |
| Quantinno Capital Management LP | 0.02% | Add +52.4% | 17,313 | $4.5M |
| Brookstone Capital Management | 0.06% | Reduce -3.5% | 16,645 | $4.3M |
| Commerce Bank | 0.03% | Reduce -2.5% | 16,619 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +6.0% | 16,509 | $4.3M |
| Butensky & Cohen Financial Security, Inc. | 1.26% | Add +0.2% | 16,357 | $4.2M |
| Walleye Trading LLC | 0.10% | Add +3684.3% | 16,348 | $4.2M |
| Atria Investments, Inc | 0.05% | Add +4.2% | 15,720 | $4.1M |
| Cibc World Markets Corp. | 0.03% | Add +4.7% | 15,653 | $4.1M |
| PEAK6 LLC | 0.14% | Add +221814.3% | 15,534 | $4.0M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.6% | 15,505 | $4.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +1.2% | 15,494 | $4.0M |
| Thompson Investment Management, Inc. | 0.57% | Reduce -1.1% | 15,487 | $4.0M |
| Graham Capital Management, L.P. | 0.12% | New | 15,296 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.4% | 15,261 | $4.0M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.0% | 15,207 | $3.9M |
| Franklin Resources Inc. | 0.00% | Add +12.8% | 15,103 | $3.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -30.2% | 15,068 | $3.9M |
| Olstein Capital Management, L.P. | 0.73% | No change | 15,000 | $3.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.5% | 14,829 | $3.8M |
| Riverbridge Partners LLC | 0.06% | Reduce -15.9% | 14,468 | $3.8M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +21.5% | 14,379 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -1.2% | 14,245 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +8.5% | 14,236 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +21.1% | 14,057 | $3.6M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -4.0% | 13,941 | $3.6M |
| Cerity Partners LLC | 0.01% | Reduce -3.8% | 13,788 | $3.6M |
| NJ State Employees Deferred Compensation Plan | 0.42% | No change | 13,700 | $3.6M |
| Crawford Investment Counsel Inc. | 0.06% | Reduce -7.5% | 13,476 | $3.5M |
| Swiss Life Asset Management Ltd | 0.02% | Add +14.2% | 13,355 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -37.6% | 13,269 | $3.4M |
| OP Asset Management Ltd | 0.05% | Add +1.7% | 13,235 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +594.9% | 13,162 | $3.4M |
| Glenmede Investment Management, LP | 0.02% | — | 13,043 | $3.4M |
| Fairbanks Capital Management, Inc. | 1.91% | Add +1.9% | 12,949 | $3.4M |
| &partners | 0.03% | Add +26.8% | 12,968 | $3.4M |
| Bank of Nova Scotia | 0.01% | Reduce -2.3% | 12,299 | $3.2M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -1.4% | 12,162 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.2% | 12,129 | $3.1M |
| Elo Mutual Pension Insurance Co | 0.06% | Reduce -2.6% | 12,108 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -7.5% | 12,006 | $3.1M |
| Harbor Advisors LLC | 0.51% | No change | 12,000 | $3.1M |
| Oak Thistle LLC | 0.45% | New | 11,844 | $3.1M |
| Tredje AP-fonden | 0.02% | Reduce -76.3% | 11,751 | $3.0M |
| Evoke Wealth, LLC | 0.07% | Add +0.2% | 11,734 | $3.0M |
| Berkeley, Inc | 1.09% | New | 11,679 | $3.0M |
| Erste Asset Management GmbH | 0.03% | Add +64.3% | 11,780 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.9% | 11,602 | $3.0M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -4.3% | 11,600 | $3.0M |
| Nordea Investment Management AB | 0.00% | Add +5.8% | 11,438 | $2.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +21.1% | 11,214 | $2.9M |
| Hillman Capital Management, Inc. | 1.57% | Add +0.8% | 11,079 | $2.9M |
| Allianz SE | 0.07% | Add +75.4% | 10,960 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +1.4% | 10,765 | $2.8M |
| Annandale Capital, LLC | 0.50% | No change | 10,375 | $2.7M |
| Lindsell Train Ltd | 0.06% | No change | 10,300 | $2.7M |
| TD Private Client Wealth LLC | 0.07% | Reduce -3.7% | 10,280 | $2.7M |
| Vaughan Nelson Investment Management, L.P. | 0.03% | Add +18.5% | 10,270 | $2.7M |
| Tidal Investments LLC | 0.02% | Add +39.3% | 10,038 | $2.6M |
| RBF Capital, LLC | 0.13% | No change | 10,000 | $2.6M |
| Pacer Advisors, Inc. | 0.01% | Add +50.7% | 9,961 | $2.6M |
| Sendero Wealth Management, LLC | 0.32% | Reduce -58.1% | 9,857 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +2.5% | 9,727 | $2.5M |
| iSAM Funds (UK) Ltd | 0.55% | New | 9,678 | $2.5M |
| Candriam S.C.A. | 0.01% | Reduce -4.6% | 9,526 | $2.5M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 9,408 | $2.4M |
| Public Sector Pension Investment Board | 0.01% | Reduce -44.4% | 9,397 | $2.4M |
| Knollwood Investment Advisory, LLC | 0.23% | No change | 9,240 | $2.4M |
| Shell Asset Management Co. | 0.08% | Add +116.6% | 9,230 | $2.4M |
| Quantbot Technologies LP | 0.06% | New | 9,034 | $2.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.0% | 8,987 | $2.3M |
| Burney Co./ | 0.08% | Reduce -2.6% | 8,962 | $2.3M |
| Orion Investment Co | 0.82% | No change | 8,887 | $2.3M |
| South Dakota Investment Council | 0.04% | No change | 8,875 | $2.3M |
| NEOS Investment Management LLC | 0.03% | Add +25.6% | 8,743 | $2.3M |
| Assetmark, Inc. | 0.01% | Add +10.7% | 8,730 | $2.3M |
| AIA Group Ltd | 0.05% | No change | 8,680 | $2.3M |
| AXA S.A. | 0.01% | Add +699.9% | 8,671 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.14% | Reduce -1.5% | 8,625 | $2.2M |
| Reynders McVeigh Capital Management, LLC | 0.11% | No change | 8,612 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +13.6% | 8,629 | $2.2M |
| Mizuho Securities USA LLC | 0.05% | — | 8,585 | $2.2M |
| Pettee Investors, Inc. | 1.33% | New | 8,572 | $2.2M |
| Florida Trust Wealth Management Co | 0.07% | Add +18.6% | 8,458 | $2.2M |
| HB Wealth Management, LLC | 0.02% | Reduce -55.5% | 8,455 | $2.2M |
| Virtu Financial LLC | 0.11% | New | 8,389 | $2.2M |
| GW Henssler & Associates Ltd. | 0.11% | Reduce -6.6% | 8,195 | $2.1M |
| Brasada Capital Management, LP | 0.36% | Reduce -4.7% | 8,109 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -9.2% | 8,075 | $2.1M |
| Cary Street Partners Financial LLC | 0.06% | Add +0.0% | 8,062 | $2.1M |
| Norinchukin Bank, The | 0.03% | Add +17.4% | 8,024 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Add +8.7% | 7,958 | $2.1M |
| Canoe Financial LP | 0.03% | Add +435.7% | 7,917 | $2.1M |
| Alberta Investment Management Corp | 0.02% | New | 7,900 | $2.0M |
| Kentucky Retirement Systems | 0.06% | Reduce -6.1% | 7,871 | $2.0M |
| Exchange Capital Management, Inc. | 0.30% | Reduce -0.9% | 7,857 | $2.0M |
| Linscomb Wealth, Inc. | 0.09% | Add +11.3% | 7,835 | $2.0M |
| First Trust Advisors LP | 0.00% | Add +14.5% | 7,632 | $2.0M |
| Gotham Asset Management | 0.01% | Add +358.2% | 7,523 | $2.0M |
| Schroder Investment Management Group | 0.00% | Reduce -6.1% | 7,516 | $1.9M |
| Hartford Investment Management Co. | 0.06% | Reduce -1.4% | 7,478 | $1.9M |
| Fox Run Management, L.L.C. | 0.32% | New | 7,379 | $1.9M |
| Blueshift Asset Management, LLC | 0.59% | Reduce -15.1% | 7,376 | $1.9M |
| Penobscot Investment Management Company, Inc. | 0.16% | No change | 7,350 | $1.9M |
| Avanza Fonder AB | 0.06% | No change | 7,197 | $1.9M |
| Natixis | 0.01% | Add +90.2% | 7,153 | $1.9M |
| Sterling Capital Management LLC | 0.03% | Add +25.6% | 6,960 | $1.8M |
| Bridgefront Capital, LLC | 0.46% | New | 6,645 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.5% | 6,600 | $1.7M |
| Wellington Shields & Co., LLC | 0.48% | No change | 6,529 | $1.7M |
| Los Angeles Capital Management LLC | 0.01% | New | 6,524 | $1.7M |
| Securian Asset Management, Inc. | 0.05% | Reduce -2.0% | 6,450 | $1.7M |
| Scott Marsh Financial, LLC | 0.61% | — | 6,372 | $1.7M |
| WT Wealth Management | 0.48% | New | 6,311 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1.0% | 6,197 | $1.6M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -11.9% | 6,226 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | Add +1.6% | 6,201 | $1.6M |
| Builder Investment Group Inc. | 0.39% | No change | 6,153 | $1.6M |
| Metis Global Partners, LLC | 0.04% | Reduce -8.6% | 6,027 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Add +4.8% | 6,017 | $1.6M |
| Ycg, LLC | 0.12% | No change | 6,000 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.9% | 5,926 | $1.5M |
| Regions Financial Corp. | 0.01% | Add +132.4% | 5,902 | $1.5M |
| Long Road Investment Counsel, LLC | 0.57% | No change | 5,885 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -7.4% | 5,862 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | No change | 5,805 | $1.5M |
| McCarter Private Wealth Services LLC | 0.86% | No change | 5,800 | $1.5M |
| Fiduciary Trust Co | 0.02% | Reduce -3.6% | 5,799 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.0% | 5,725 | $1.5M |
| E. Ohman J:or Asset Management AB | 0.04% | No change | 5,550 | $1.4M |
| Verition Fund Management LLC | 0.01% | Add +31.2% | 5,550 | $1.4M |
| Inceptionr LLC | 0.33% | New | 5,469 | $1.4M |
| Ashford Capital Management Inc. | 0.17% | Reduce -12.4% | 5,466 | $1.4M |
| AG2R La Mondiale Gestion D'actifs | 0.07% | Add +2.7% | 5,440 | $1.4M |
| Droms Strauss Advisors Inc. /Mo/ | 0.43% | No change | 5,439 | $1.4M |
| Premier Path Wealth Partners, LLC | 0.20% | Reduce -9.8% | 5,404 | $1.4M |
| QRG Capital Management, Inc. | 0.01% | Add +231.9% | 5,347 | $1.4M |
| Ethic Inc. | 0.02% | Reduce -4.1% | 5,387 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.2% | 5,251 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.08% | No change | 5,250 | $1.4M |
| Wellington Shields Capital Management, LLC | 0.23% | No change | 5,213 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.4% | 5,206 | $1.4M |
| University of Texas/Texas Am Investment Management Co. | 0.21% | New | 5,112 | $1.3M |
| Synovus Financial Corp. | 0.02% | Add +0.1% | 5,023 | $1.3M |
| CX Institutional | 0.05% | Add +0.9% | 5,005 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +4.5% | 4,894 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.17% | Reduce -33.7% | 4,850 | $1.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +14.5% | 4,839 | $1.3M |
| Howland Capital Management LLC | 0.05% | Add +380.0% | 4,800 | $1.2M |
| Empire Life Investments Inc. | 0.08% | Reduce -33.0% | 4,618 | $1.2M |
| ASR Vermogensbeheer N.V. | 0.02% | Add +73.2% | 4,614 | $1.2M |
| Accretive Wealth Partners, LLC | 0.39% | Add +1.1% | 4,564 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.6% | 4,542 | $1.2M |
| Power Wealth Management LLC | 0.45% | Add +0.7% | 4,500 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +38.1% | 4,476 | $1.2M |
| Capital Group Investment Management Pte. LTD. | 0.21% | Reduce -8.1% | 4,447 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +31.8% | 4,443 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.09% | Reduce -56.2% | 4,428 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 4,417 | $1.1M |
| Dynasty Wealth Management, LLC | 0.02% | Reduce -7.8% | 4,370 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.2% | 4,354 | $1.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +1.2% | 4,320 | $1.1M |
| Empirical Finance, LLC | 0.06% | Add +0.8% | 4,310 | $1.1M |
| 1900 Wealth Management LLC | 0.08% | Add +0.0% | 4,274 | $1.1M |
| Cullinan Associates Inc. | 0.07% | No change | 4,250 | $1.1M |
| Scientech Research LLC | 0.27% | New | 4,192 | $1.1M |
| Fiduciary Alliance LLC | 0.08% | New | 4,172 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.08% | Add +84.6% | 4,167 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.5% | 4,132 | $1.1M |
| First Financial Bank - Trust Division | 0.09% | Reduce -18.1% | 4,104 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 4,082 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +12.1% | 4,065 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -97.8% | 4,031 | $1.0M |
| Versor Investments LP | 0.18% | New | 3,995 | $1.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.5% | 3,963 | $1.0M |
| Novak & Powell Financial Services, Inc. | 0.71% | Add +0.1% | 3,939 | $1.0M |
| Boothbay Fund Management, LLC | 0.03% | New | 3,929 | $1.0M |
| Vident Advisory, LLC | 0.01% | Reduce -45.4% | 3,892 | $1.0M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 3,886 | $1.0M |
| 1834 Investment Advisors Co. | 0.12% | Reduce -0.4% | 3,777 | $980K |
| Nwam LLC | 0.06% | Add +0.3% | 4,057 | $975K |
| Brighton Jones LLC | 0.03% | Add +1.6% | 3,723 | $966K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 3,721 | $965K |
| Silvant Capital Management LLC | 0.04% | New | 3,713 | $963K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -5.7% | 3,644 | $945K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +37.0% | 3,652 | $944K |
| Norman Fields, Gottscho Capital Management, LLC | 0.31% | No change | 3,600 | $934K |
| Guyasuta Investment Advisors Inc. | 0.06% | No change | 3,600 | $934K |
| Stevens Capital Management LP | 0.25% | New | 3,595 | $932K |
| GAMMA Investing LLC | 0.06% | Add +24.5% | 3,558 | $923K |
| Gibbs Wealth Management | 0.18% | Add +16.8% | 3,532 | $916K |
| Fiduciary Group, LLC | 0.08% | Reduce -1.0% | 3,461 | $898K |
| Bryce Point Capital, LLC | 0.75% | Reduce -1.9% | 3,400 | $882K |
| Mitchell & Pahl Private Wealth, LLC | 0.39% | Add +8.4% | 3,395 | $881K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Reduce -6.5% | 3,340 | $866K |
| Wesbanco Bank Inc. | 0.03% | Reduce -2.6% | 3,326 | $863K |
| Baron Capital (BAMCO) | 0.00% | Add +3.1% | 3,300 | $856K |
| Larson Financial Group LLC | 0.03% | Add +31.8% | 3,276 | $850K |
| Intech Investment Management LLC | 0.01% | Reduce -2.2% | 3,264 | $847K |
| Community Bank, N.A. | 0.11% | No change | 3,250 | $843K |
| Triangle Securities Wealth Management | 0.20% | No change | 3,209 | $832K |
| LVW Advisors, LLC | 0.09% | Reduce -7.8% | 3,149 | $817K |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -9.3% | 3,140 | $814K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.2% | 3,150 | $807K |
| MAI Capital Management | 0.01% | Add +21.8% | 3,111 | $807K |
| Legacy Financial Advisors, Inc. | 0.12% | New | 3,064 | $795K |
| AE Wealth Management LLC | 0.01% | Add +13.2% | 3,054 | $792K |
| SteelPeak Wealth, LLC | 0.03% | New | 3,036 | $787K |
| New England Capital Financial Advisors LLC | 0.36% | No change | 3,034 | $787K |
| Keybank National Association | 0.00% | Reduce -1.4% | 3,030 | $786K |
| Main Street Financial Solutions, LLC | 0.06% | Add +9.1% | 3,002 | $779K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +9.6% | 2,986 | $774K |
| STRS Ohio | 0.00% | New | 2,959 | $767K |
| Aquatic Capital Management LLC | 0.02% | New | 2,949 | $765K |
| Aberdeen Wealth Management LLC | 0.50% | No change | 2,900 | $752K |
| American National Bank & Trust | 0.08% | No change | 2,900 | $752K |
| Empowered Funds, LLC | 0.01% | Add +14.4% | 2,887 | $749K |
| Apollon Wealth Management, LLC | 0.01% | Add +13.7% | 2,880 | $747K |
| Spinnaker Trust | 0.04% | No change | 2,860 | $742K |
| FORA Capital, LLC | 0.08% | New | 2,854 | $740K |
| Wedmont Private Capital | 0.03% | Add +8.1% | 2,765 | $735K |
| Impact Capital Partners LLC | 0.24% | Add +0.2% | 2,807 | $728K |
| Compound Planning, Inc. | 0.03% | Reduce -1.7% | 2,799 | $726K |
| Cresset Asset Management, LLC | 0.00% | Reduce -41.6% | 2,787 | $723K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.3% | 2,755 | $715K |
| Carnegie Investment Counsel | 0.01% | No change | 2,753 | $714K |
| Mufg Securities Americas Inc. | 0.06% | Add +25.4% | 2,752 | $714K |
| Advisors Capital Management, LLC | 0.01% | Add +0.2% | 2,724 | $707K |
| Chesley Taft & Associates LLC | 0.03% | Add +2.2% | 2,721 | $706K |
| D. E. Shaw & Co. | 0.00% | Reduce -83.3% | 2,713 | $704K |
| Quadrant Capital Group LLC | 0.03% | Reduce -5.0% | 2,688 | $697K |
| Gsa Capital Partners LLP | 0.05% | Add +110.7% | 2,676 | $694K |
| Highland Capital Management, LLC | 0.04% | No change | 2,666 | $691K |
| Vise Technologies, Inc. | 0.03% | — | 2,658 | $689K |
| PFC Capital Group, Inc. | 0.32% | No change | 2,651 | $687K |
| Huntington National Bank | 0.01% | Add +3.1% | 2,646 | $686K |
| Ninety One North America, Inc. | 0.03% | Reduce -15.3% | 2,610 | $677K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -38.7% | 2,585 | $670K |
| Athena Investment Management | 0.37% | Reduce -0.3% | 2,582 | $670K |
| Applied Finance Capital Management, LLC | 0.05% | New | 2,575 | $668K |
| Prudential PLC | 0.00% | Add +94.1% | 2,574 | $668K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.6% | 2,549 | $661K |
| Allworth Financial LP | 0.00% | Add +4.2% | 2,548 | $661K |
| Callan Family Office, LLC | 0.02% | New | 2,530 | $656K |
| Strategy Asset Managers LLC | 0.12% | Add +0.2% | 2,513 | $652K |
| Brown Brothers Harriman & Co. | 0.00% | Add +9.1% | 2,508 | $651K |
| Doheny Asset Management | 0.45% | No change | 2,500 | $648K |
| Bowen Hanes & Co. Inc. | 0.02% | No change | 2,486 | $645K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -0.8% | 2,485 | $645K |
| Midwest Trust Co | 0.01% | — | 2,467 | $640K |
| Vestcor Inc | 0.02% | Reduce -0.6% | 2,452 | $636K |
| Ossiam | 0.01% | Reduce -6.4% | 2,447 | $635K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +32.3% | 2,441 | $633K |
| Engineers Gate Manager LP | 0.01% | New | 2,438 | $632K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.3% | 2,425 | $629K |
| Vontobel Holding Ltd. | 0.00% | Add +87.9% | 2,411 | $625K |
| Index Fund Advisors, Inc. | 0.03% | New | 2,391 | $620K |
| Ballentine Partners, LLC | 0.01% | Reduce -5.5% | 2,307 | $598K |
| Essex Financial Services, Inc. | 0.04% | Reduce -0.5% | 2,269 | $589K |
| CW Advisors, LLC | 0.01% | Add +1.2% | 2,264 | $587K |
| Malaga Cove Capital, LLC | 0.23% | Add +8.9% | 2,260 | $586K |
| Cwm, LLC | 0.00% | Reduce -31.3% | 2,257 | $585K |
| Clearstead Advisors, LLC | 0.01% | Add +9.4% | 2,178 | $565K |
| Trust Co. of Vermont | 0.03% | No change | 2,169 | $563K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -89.0% | 2,144 | $556K |
| Thrive Wealth Management, LLC | 0.09% | Add +62.9% | 2,129 | $552K |
| Janney Capital Management LLC | 0.04% | No change | 2,100 | $545K |
| NWF Advisory Services Inc. | 0.06% | No change | 2,087 | $541K |
| HM Payson & Co. | 0.01% | Add +6.4% | 2,022 | $524K |
| Catalyst Funds Management Pty Ltd | 0.14% | New | 2,000 | $519K |
| Roundview Capital LLC | 0.03% | Reduce -0.1% | 1,994 | $517K |
| Wbi Investments, LLC | 0.13% | New | 1,971 | $511K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +46.0% | 1,949 | $506K |
| Independent Advisor Alliance | 0.01% | Add +9.4% | 1,949 | $506K |
| D.A. Davidson & Co. | 0.00% | Reduce -59.4% | 1,946 | $505K |
| Horizon Investments, LLC | 0.01% | Add +8.5% | 1,938 | $503K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,927 | $500K |
| Manchester Capital Management LLC | 0.07% | Reduce -0.1% | 1,925 | $499K |
| HighPoint Advisor Group LLC | 0.03% | Add +0.6% | 1,918 | $497K |
| Heritage Family Offices, LLP | 0.25% | No change | 2,069 | $497K |
| TCV Trust & Wealth Management, Inc. | 0.04% | No change | 1,900 | $493K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 1,878 | $487K |
| Riverwater Partners LLC | 0.23% | Add +4.0% | 1,868 | $485K |
| DAVENPORT & Co LLC | 0.00% | Reduce -16.1% | 1,855 | $481K |
| Townsquare Capital LLC | 0.05% | Reduce -89.6% | 1,853 | $481K |
| Canada Post Corp Registered Pension Plan | 0.03% | New | 1,845 | $479K |
| Sit Investment Associates Inc. | 0.01% | No change | 1,830 | $475K |
| V-Square Quantitative Management LLC | 0.06% | Add +4.0% | 1,818 | $472K |
| CI Investments Inc. | 0.00% | Add +0.1% | 1,801 | $467K |
| Arkadios Wealth Advisors | 0.01% | Add +17.3% | 1,779 | $461K |
| Siemens Fonds Invest GmbH | 0.03% | Add +23.1% | 1,777 | $461K |
| Correct Capital Wealth Management | 0.09% | No change | 1,751 | $454K |
| Bearing Point Capital, LLC | 0.08% | New | 1,747 | $453K |
| J. Safra Sarasin Holding AG | 0.01% | New | 1,746 | $453K |
| Greenleaf Trust | 0.00% | Add +0.5% | 1,734 | $450K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -18.7% | 1,730 | $449K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 1,724 | $447K |
| AlphaQuest LLC | 0.04% | Add +6240.7% | 1,712 | $444K |
| Syon Capital LLC | 0.03% | Add +18.6% | 1,706 | $442K |
| Everpar Advisors LLC | 0.20% | Reduce -0.1% | 1,687 | $438K |
| Magnetar Financial LLC | 0.00% | New | 1,680 | $436K |
| Portside Wealth Group, LLC | 0.06% | Reduce -0.5% | 1,666 | $432K |
| Ironwood Investment Counsel, LLC | 0.07% | No change | 1,658 | $430K |
| Hilltop Holdings Inc. | 0.03% | Add +55.6% | 1,654 | $429K |
| Hancock Whitney Corp. | 0.01% | New | 1,631 | $423K |
| EntryPoint Capital, LLC | 0.21% | Reduce -3.7% | 1,629 | $423K |
| Choreo, LLC | 0.01% | Add +4.0% | 1,626 | $422K |
| Bragg Financial Advisors, Inc | 0.01% | Add +0.4% | 1,618 | $420K |
| Guggenheim Capital LLC | 0.00% | Add +7.1% | 1,569 | $407K |
| NorthRock Partners, LLC | 0.01% | Add +0.5% | 1,551 | $402K |
| Prelude Capital Management, LLC | 0.04% | New | 1,526 | $396K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 1,523 | $395K |
| Burt Wealth Advisors | 0.09% | No change | 1,520 | $394K |
| Bluespring Wealth Management, LLC | 0.04% | Add +0.2% | 1,513 | $392K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +0.6% | 1,467 | $390K |
| Virginia Wealth Management Group, Inc. | 0.24% | No change | 1,500 | $389K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,500 | $389K |
| Summit Financial, LLC | 0.01% | Add +4.8% | 1,486 | $385K |
| Woodline Partners LP | 0.00% | New | 1,473 | $382K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -61.9% | 1,472 | $382K |
| Johnson Investment Counsel Inc. | 0.00% | Add +39.0% | 1,451 | $376K |
| Asahi Life Asset Management Co., LTD. | 0.22% | New | 1,450 | $376K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -0.2% | 1,519 | $376K |
| Sowell Financial Services LLC | 0.02% | Add +4.0% | 1,433 | $372K |
| Merit Financial Group, LLC | 0.00% | Add +50.0% | 1,421 | $369K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -30.9% | 1,418 | $368K |
| Advisor OS, LLC | 0.04% | Reduce -12.0% | 1,409 | $366K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -17.4% | 1,408 | $365K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.2% | 1,405 | $364K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.5% | 1,401 | $363K |
| Profund Advisors LLC | 0.01% | Add +11.0% | 1,396 | $362K |
| GW&K Investment Management, LLC | 0.00% | Reduce -3.7% | 1,395 | $362K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 1,395 | $362K |
| Savant Capital, LLC | 0.00% | New | 1,395 | $362K |
| Strategic Blueprint, LLC | 0.02% | Add +0.2% | 1,392 | $361K |
| Personal Cfo Solutions, LLC | 0.07% | Add +1.6% | 1,388 | $360K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.5% | 1,384 | $359K |
| Wealth Management Nebraska | 0.05% | No change | 1,399 | $358K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.8% | 1,380 | $358K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.7% | 1,362 | $353K |
| BBR Partners, LLC | 0.02% | Reduce -0.1% | 1,333 | $346K |
| Forum Financial Management, LP | 0.01% | Reduce -7.6% | 1,332 | $345K |
| NewEdge Advisors, LLC | 0.00% | Add +365.0% | 1,330 | $345K |
| Aureus Asset Management, LLC | 0.02% | No change | 1,300 | $337K |
| Nicolet Bankshares Inc. | 0.06% | No change | 1,290 | $335K |
| TrueWealth Advisors, LLC | 0.10% | No change | 1,289 | $334K |
| Valeo Financial Advisors, LLC | 0.01% | Add +3.1% | 1,276 | $331K |
| Praxis Investment Management Inc. | 0.02% | Reduce -59.1% | 1,260 | $327K |
| SCS Capital Management LLC | 0.00% | Add +11.2% | 1,251 | $324K |
| Palogic Value Management, L.P. | 0.14% | Add +6.8% | 1,227 | $318K |
| Modera Wealth Management, LLC | 0.00% | New | 1,219 | $316K |
| Cigna Investments Inc. | 0.05% | Reduce -1.5% | 1,218 | $316K |
| Wealth Alliance, LLC | 0.03% | Add +3.4% | 1,199 | $311K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -2.6% | 1,189 | $308K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -5.1% | 1,185 | $307K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Add +4.5% | 1,185 | $307K |
| S-Bank Fund Management Ltd | 0.05% | Reduce -22.5% | 1,177 | $305K |
| Ostrum Asset Management | 0.01% | Reduce -2.9% | 1,172 | $304K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.0% | 1,172 | $304K |
| Cherry Creek Investment Advisors, Inc. | 0.14% | Add +0.2% | 1,168 | $303K |
| Raiffeisen Bank International AG | 0.00% | No change | 1,171 | $302K |
| Integrated Advisors Network LLC | 0.01% | Reduce -6.7% | 1,161 | $301K |
| Ieq Capital, LLC | 0.00% | Reduce -82.3% | 1,155 | $300K |
| SPG Advisors LLC | 3.53% | — | 1,135 | $294K |
| LifePlan Financial, LLC | 0.24% | Reduce -2.3% | 1,127 | $292K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.1% | 1,127 | $292K |
| Park National Corp. | 0.01% | No change | 1,122 | $291K |
| Inspire Investing, LLC | 0.03% | Reduce -14.0% | 1,114 | $289K |
| World Investment Advisors | 0.01% | New | 1,111 | $288K |
| Pitcairn Co. | 0.02% | Reduce -26.6% | 1,102 | $286K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +14.6% | 1,075 | $279K |
| Grey Ledge Advisors, LLC | 0.07% | Reduce -1.4% | 1,071 | $278K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.5% | 1,057 | $274K |
| Quarry LP | 0.07% | New | 1,054 | $273K |
| New England Research & Management, Inc. | 0.13% | No change | 1,050 | $272K |
| Glenview Trust Co | 0.00% | Add +0.2% | 1,038 | $269K |
| Everett Harris & Co. | 0.00% | No change | 1,033 | $268K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.4% | 1,009 | $262K |
| Norden Group LLC | 0.03% | Add +8.9% | 1,008 | $261K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -0.1% | 1,004 | $260K |
| Aprio Wealth Management, LLC | 0.03% | Add +10.8% | 1,004 | $260K |
| Wedgewood Investors Inc. | 0.30% | No change | 1,000 | $259K |
| Auxier Asset Management LLC | 0.04% | No change | 1,000 | $259K |
| Nadler Financial Group, Inc. | 0.03% | No change | 1,000 | $259K |
| Principal Securities, Inc. | 0.00% | Add +24.0% | 988 | $256K |
| Salem Investment Counselors Inc. | 0.01% | No change | 986 | $256K |
| Whittier Trust Co. | 0.00% | Add +45.8% | 974 | $253K |
| Ipswich Investment Management Co., Inc. | 0.06% | No change | 964 | $250K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.8% | 964 | $250K |
| Voleon Capital Management LP | 0.01% | New | 961 | $249K |
| Aviso Financial Inc. | 0.01% | Add +0.5% | 954 | $247K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -25.4% | 937 | $243K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.2% | 933 | $242K |
| Retireful, LLC | 0.16% | New | 920 | $239K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 920 | $239K |
| Stephens Inc. | 0.00% | Reduce -4.4% | 909 | $236K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -15.8% | 908 | $236K |
| Summit Trail Advisors, LLC | 0.00% | New | 908 | $236K |
| MASTERINVEST Kapitalanlage GmbH | 0.02% | — | 901 | $234K |
| Optimize Financial Inc. | 0.14% | Reduce -0.7% | 892 | $231K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.8% | 883 | $229K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 877 | $227K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 875 | $227K |
| Chicago Partners Investment Group LLC | 0.01% | Add +10.6% | 920 | $226K |
| Ascent Group, LLC | 0.01% | New | 859 | $223K |
| Patton Fund Management, Inc. | 0.05% | New | 857 | $222K |
| MPS Loria Financial Planners, LLC | 0.07% | Reduce -9.4% | 855 | $222K |
| Trust Co of the South | 0.04% | No change | 854 | $222K |
| Rossby Financial, LCC | 0.08% | Add +1.4% | 850 | $220K |
| Apeiron RIA LLC | 0.06% | No change | 850 | $220K |
| Lakeshore Financial Planning, Inc. | 0.09% | No change | 847 | $220K |
| Venture Visionary Partners LLC | 0.01% | Reduce -1.3% | 845 | $219K |
| Benjamin Edwards Inc. | 0.00% | New | 845 | $219K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 838 | $217K |
| First Horizon Advisors, Inc. | 0.01% | Add +12.9% | 833 | $216K |
| American Trust | 0.02% | New | 832 | $216K |
| Private Trust Co. NA | 0.02% | Reduce -3.6% | 820 | $213K |
| Grange Capital, LLC | 0.22% | New | 814 | $211K |
| Clarius Group, LLC | 0.01% | Reduce -5.5% | 810 | $210K |
| Perigon Wealth Management, LLC | 0.00% | New | 807 | $209K |
| Farringdon Capital, Ltd. | 0.07% | New | 804 | $209K |
| Two Sigma Securities, LLC | 0.03% | New | 803 | $208K |
| Diversified Trust Co. | 0.00% | New | 801 | $208K |
| Seed Wealth Management, Inc. | 0.15% | New | 800 | $207K |
| Citizens Financial Group Inc. | 0.00% | New | 800 | $207K |
| CTC Alternative Strategies, Ltd. | 0.18% | New | 794 | $206K |
| Teramo Advisors, LLC | 0.08% | New | 794 | $206K |
| Conning Inc. | 0.01% | Reduce -3.8% | 792 | $205K |
| Yoder Wealth Management, Inc. | 0.11% | New | 791 | $205K |
| Westpac Banking Corp. | 0.01% | Reduce -87.6% | 791 | $205K |
| Howard Capital Management, LLC | 0.00% | New | 791 | $205K |
| Calydon Capital | 0.02% | New | 790 | $205K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | New | 775 | $205K |
| International Assets Investment Management, LLC | 0.02% | New | 788 | $204K |
| Clearstead Trust, LLC | 0.04% | Reduce -8.3% | 786 | $204K |
| Atlatl Advisers LLC | 0.10% | New | 784 | $203K |
| IFG Advisory, LLC | 0.01% | New | 781 | $202K |
| Mgo One Seven LLC | 0.01% | New | 779 | $202K |
| Altrafin AG | 0.07% | New | 778 | $202K |
| LRI Investments, LLC | 0.02% | Add +4.3% | 768 | $199K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.1% | 753 | $195K |
| Brooklyn Investment Group | 0.02% | Add +16.9% | 720 | $187K |
| IFP Advisors, Inc | 0.01% | Add +3.0% | 554 | $181K |
| Gitterman Wealth Management, LLC | 0.04% | New | 686 | $178K |
| Rothschild Investment LLC | 0.01% | Add +0.9% | 683 | $177K |
| Penserra Capital Management LLC | 0.00% | Add +13.0% | 676 | $174K |
| Delta Asset Management LLC | 0.01% | No change | 663 | $172K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Add +15.6% | 609 | $158K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.1% | 610 | $158K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.5% | 596 | $155K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -12.5% | 579 | $148K |
| Group One Trading LLC | 0.00% | New | 568 | $147K |
| VSM Wealth Advisory, LLC | 0.05% | No change | 550 | $143K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -9.6% | 527 | $137K |
| Volterra Technologies LP | 0.17% | — | 482 | $125K |
| Catalyst Capital Advisors LLC | 0.00% | New | 453 | $117K |
| Global Retirement Partners, LLC | 0.00% | — | 451 | $117K |
| Sentry Investment Management LLC | 0.06% | No change | 420 | $111K |
| CVA Family Office, LLC | 0.02% | Add +8.7% | 426 | $110K |
| Pflug Koory, LLC | 0.05% | Reduce -4.7% | 410 | $106K |
| Arlington Trust Co LLC | 0.02% | No change | 410 | $106K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +7.4% | 407 | $106K |
| Nvwm, LLC | 0.03% | Reduce -1.0% | 402 | $104K |
| Geneos Wealth Management Inc. | 0.00% | Add +16.9% | 401 | $104K |
| Versant Capital Management, Inc | 0.02% | Reduce -0.5% | 392 | $102K |
| Icon Wealth Advisors, LLC | 0.01% | New | 391 | $101K |
| Hanson & Doremus Investment Management | 0.01% | No change | 373 | $97K |
| MUFG Securities EMEA plc | 0.00% | New | 365 | $95K |
| Covestor Ltd | 0.06% | Add +13.2% | 361 | $94K |
| Ofi Invest Asset Management | 0.00% | Add +52.2% | 423 | $93K |
| DT Investment Partners, LLC | 0.01% | No change | 355 | $92K |
| Cromwell Holdings LLC | 0.05% | Add +4.2% | 349 | $91K |
| UMB Bank, n.a. | 0.00% | Add +61.8% | 343 | $89K |
| Piscataqua Savings Bank | 0.07% | No change | 337 | $87K |
| CYBER HORNET ETFs LLC | 0.06% | New | 325 | $84K |
| Anchor Investment Management, LLC | 0.01% | No change | 322 | $84K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 288 | $75K |
| City State Bank | 0.02% | No change | 250 | $65K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -11.0% | 242 | $63K |
| Adirondack Trust Co. | 0.02% | New | 229 | $59K |
| Key Financial Inc | 0.01% | No change | 227 | $59K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -6.2% | 226 | $59K |
| Cape Investment Advisory, Inc. | 0.02% | Add +3.3% | 221 | $57K |
| Headlands Technologies LLC | 0.01% | New | 219 | $57K |
| Osterweis Capital Management Inc. | 0.00% | No change | 210 | $54K |
| Arax Advisory Partners | 0.00% | Add +61.8% | 178 | $54K |
| Binnacle Investments Inc | 0.03% | Add +17.1% | 199 | $52K |
| Harbour Investments, Inc. | 0.00% | Add +10.0% | 187 | $49K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 180 | $47K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 177 | $46K |
| Ridgewood Investments LLC | 0.02% | Reduce -3.5% | 166 | $43K |
| St Germain D J Co. Inc. | 0.00% | No change | 156 | $40K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 154 | $40K |
| Ancora Advisors LLC | 0.00% | Add +1.3% | 152 | $39K |
| Blue Trust, Inc. | 0.00% | Add +2.7% | 150 | $39K |
| MV Capital Management, Inc. | 0.00% | Reduce -0.7% | 149 | $39K |
| High Note Wealth, LLC | 0.01% | No change | 137 | $36K |
| NewSquare Capital LLC | 0.00% | Add +98.5% | 135 | $35K |
| Zions Bancorporation, National Association | 0.00% | Add +1.5% | 133 | $34K |
| State of Wyoming | 0.00% | New | 131 | $34K |
| Generali Asset Management SPA SGR | 0.00% | No change | 129 | $33K |
| Caldwell Trust Co | 0.00% | No change | 126 | $33K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +0.8% | 119 | $31K |
| Ameritas Advisory Services, LLC | 0.00% | New | 118 | $31K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 118 | $31K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 113 | $29K |
| Addison Advisors LLC | 0.01% | No change | 111 | $29K |
| Hemington Wealth Management | 0.00% | Add +16.0% | 109 | $28K |
| Raffa Wealth Management, LLC | 0.01% | No change | 107 | $28K |
| GeoWealth Management, LLC | 0.00% | New | 103 | $27K |
| Ameriflex Group, Inc. | 0.01% | No change | 103 | $26K |
| Smithfield Trust Co | 0.00% | No change | 99 | $26K |
| Optimum Investment Advisors | 0.01% | No change | 100 | $26K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 100 | $26K |
| Country Trust Bank | 0.00% | New | 100 | $26K |
| Bokf, NA | 0.00% | Add +2175.0% | 91 | $24K |
| Walleye Capital LLC | 0.00% | Reduce -82.6% | 88 | $23K |
| Private Wealth Management Group, LLC | 0.01% | No change | 87 | $23K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -79.4% | 86 | $22K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +13.5% | 84 | $22K |
| Summit Securities Group LLC | 0.01% | New | 84 | $22K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +2.4% | 84 | $22K |
| Rise Advisors, LLC | 0.01% | No change | 79 | $20K |
| Bellwether Advisors, LLC | 0.00% | New | 78 | $20K |
| Spire Wealth Management | 0.00% | Reduce -47.0% | 70 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Add +53.5% | 66 | $17K |
| Park Place Capital Corp | 0.00% | No change | 64 | $17K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 61 | $16K |
| Putney Financial Group LLC | 0.02% | No change | 60 | $16K |
| Grove Bank & Trust | 0.00% | Add +26.1% | 58 | $15K |
| ORG Partners LLC | 0.00% | Add +488.9% | 53 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 53 | $14K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 57 | $14K |
| 2UniFi Bank | 0.01% | New | 50 | $13K |
| Johnson Financial Group, Inc. | 0.00% | No change | 47 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +19.4% | 43 | $11K |
| Solstein Capital, LLC | 0.01% | No change | 42 | $11K |
| SRH Advisors, LLC | 0.00% | No change | 42 | $11K |
| SouthState Bank Corp | 0.00% | Reduce -24.1% | 41 | $11K |
| Eastern Bank | 0.00% | No change | 41 | $11K |
| Dagco, Inc. | 0.00% | No change | 40 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +8.3% | 39 | $10K |
| Fortitude Family Office, LLC | 0.00% | Add +26.7% | 38 | $10K |
| CoreCap Advisors, LLC | 0.00% | Add +52.0% | 38 | $10K |
| Rational Advisors, Inc. | 0.00% | New | 36 | $9K |
| WPG Advisers, LLC | 0.01% | Add +20.7% | 35 | $9K |
| First Financial Corp. | 0.00% | No change | 35 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 35 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 34 | $9K |
| Millstone Evans Group, LLC | 0.01% | No change | 33 | $9K |
| Kestra Investment Management, LLC | 0.00% | Add +1000.0% | 33 | $9K |
| Creative Financial Designs Inc. | 0.00% | Add +3.2% | 32 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | New | 29 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 28 | $7K |
| Ransom Advisory, Ltd | 0.00% | No change | 28 | $7K |
| Westside Investment Management, Inc. | 0.00% | New | 27 | $7K |
| Pineridge Advisors LLC | 0.00% | No change | 27 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 27 | $7K |
| Avion Wealth | 0.00% | Reduce -31.7% | 28 | $7K |
| Howard Hughes Medical Institute | 0.00% | New | 26 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 25 | $7K |
| Sierra Ocean, LLC | 0.00% | No change | 25 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 24 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +56.3% | 25 | $6K |
| Colonial Trust Co / SC | 0.00% | Reduce -4.3% | 22 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 21 | $5K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 21 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +185.7% | 20 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +850.0% | 19 | $5K |
| Meeder Asset Management Inc. | 0.00% | Reduce -67.9% | 18 | $5K |
| Leonteq Securities AG | 0.00% | Reduce -28.0% | 18 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 17 | $4K |
| Motco | 0.00% | New | 18 | $4K |
| Red Tortoise LLC | 0.00% | No change | 16 | $4K |
| Concord Wealth Partners | 0.00% | No change | 16 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -52.9% | 16 | $4K |
| CENTRAL TRUST Co | 0.00% | New | 15 | $4K |
| Abound Wealth Management | 0.00% | No change | 14 | $4K |
| SBI Securities Co., Ltd. | 0.00% | No change | 14 | $4K |
| WealthTrak Capital Management LLC | 0.00% | Add +62.5% | 13 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +18.2% | 13 | $3K |
| Activest Wealth Management | 0.00% | Reduce -94.0% | 12 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 12 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 11 | $3K |
| Essential Partners LLC | 0.00% | — | 11 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 10 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | Add +42.9% | 10 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 10 | $3K |
| Dunhill Financial, LLC | 0.00% | Reduce -88.9% | 9 | $3K |
| TFC Financial Management, Inc. | 0.00% | Add +12.5% | 9 | $2K |
| Sachetta, LLC | 0.00% | No change | 9 | $2K |
| True Wealth Design, LLC | 0.00% | Add +28.6% | 9 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 9 | $2K |
| Kilter Group LLC | 0.00% | New | 8 | $2K |
| First United Bank & Trust | 0.00% | No change | 8 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 10 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 7 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -33.3% | 6 | $2K |
| Highline Wealth Partners LLC | 0.00% | Reduce -25.0% | 6 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -45.5% | 6 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +100.0% | 6 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 6 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 6 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +960.0% | 53 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -68.8% | 5 | $1K |
| Core Alternative Capital | 0.00% | No change | 5 | $1K |
| Tortoise Investment Management, LLC | 0.00% | New | 5 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 4 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 4 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | Add +100.0% | 4 | $1K |
| Capital Analysts, LLC | 0.00% | Reduce -42.9% | 4 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $779 |
| Quaker Wealth Management, LLC | 0.00% | — | 3 | $779 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $778 |
| Logan Capital Management Inc. | 0.00% | No change | 3 | $778 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 2 | $532 |
| Redwood Park Advisors LLC | 0.00% | No change | 2 | $519 |
| Stephens Consulting, LLC | 0.00% | New | 2 | $519 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 2 | $519 |
| Hughes Financial Services, LLC | 0.00% | Reduce -80.0% | 2 | $481 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 1 | $337 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $285 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $260 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $259 |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 1 | $259 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $259 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is EFX's weight in each manager's 13F, not the share of Equifax Inc. the manager owns.