Everest GroupEG
13F holders, Q1 2024 (March 31)640holders
7famous investors
$397.17avg. 13F price*
At the end of Q1 2024, 640 institutions reported holding Everest Group Ltd. (EG) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.1B), Wellington Management Group LLP ($1.6B) and BlackRock Inc. ($1.5B). 7 famous investors held it, including Cliff Asness (0.7% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Everest Group Ltd.
- Sector
- Finance
- CUSIP
- G3223R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $185.3M |
| Exits | 90 | $584.9M |
Ownership 640 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.1% | 5,327,649 | $2.1B |
| Wellington Management Group LLP | 0.28% | Add +87.7% | 3,989,895 | $1.6B |
| BlackRock Inc. | 0.03% | Reduce -2.3% | 3,744,519 | $1.5B |
| State Street Corp. | 0.03% | Reduce -2.7% | 1,935,181 | $769.2M |
| Franklin Resources Inc. | 0.16% | Add +21.6% | 1,283,183 | $510.1M |
| Boston Partners | 0.57% | Add +29.1% | 1,197,457 | $475.8M |
| Geode Capital Management, LLC | 0.04% | Add +6.0% | 1,043,037 | $414.7M |
| AQR Capital Management | 0.69% | Add +35.0% | 1,014,594 | $402.9M |
| Champlain Investment Partners, LLC | 2.06% | Add +5.3% | 906,100 | $360.2M |
| Nuveen Asset Management, LLC | 0.10% | Reduce -11.8% | 844,896 | $335.8M |
| Altrinsic Global Advisors LLC | 11.56% | Reduce -1.1% | 644,550 | $256.2M |
| Norges Bank | 0.04% | Add +5.6% | 604,241 | $240.2M |
| Morgan Stanley | 0.02% | Reduce -13.2% | 562,179 | $223.5M |
| Invesco Ltd. | 0.05% | Add +11.4% | 542,966 | $215.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.2% | 496,867 | $197.5M |
| LSV Asset Management | 0.38% | Reduce -1.7% | 467,779 | $185.9M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -0.7% | 463,875 | $184.4M |
| William Blair Investment Management, LLC | 0.46% | Add +6.3% | 445,654 | $177.1M |
| FMR LLC | 0.01% | Reduce -5.4% | 412,091 | $163.8M |
| Northern Trust Corp. | 0.03% | Reduce -4.2% | 401,254 | $159.5M |
| Alliancebernstein L.P. | 0.06% | Reduce -4.9% | 397,377 | $158.0M |
| Legal & General Group Plc | 0.05% | Add +15.2% | 396,156 | $157.5M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.5% | 386,930 | $153.8M |
| Ameriprise Financial Inc. | 0.04% | Add +20.4% | 381,287 | $151.8M |
| Los Angeles Capital Management LLC | 0.51% | Add +3.7% | 374,736 | $149.0M |
| Polar Capital Holdings Plc | 0.70% | Add +13.8% | 330,978 | $131.6M |
| KBC Group NV | 0.40% | Add +609.2% | 312,748 | $124.3M |
| Assetmark, Inc. | 0.38% | Reduce -3.2% | 291,263 | $115.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -37.5% | 289,640 | $115.1M |
| Clearbridge Investments, LLC | 0.09% | Add +1.6% | 289,439 | $115.1M |
| Victory Capital Management Inc. | 0.11% | Add +146.8% | 285,196 | $113.4M |
| Prana Capital Management, LP | 4.89% | Add +56.9% | 274,256 | $109.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -0.1% | 254,376 | $101.1M |
| California Public Employees Retirement System | 0.07% | Add +43.5% | 236,864 | $94.2M |
| Earnest Partners LLC | 0.42% | Reduce -0.1% | 233,279 | $92.7M |
| JPMorgan Chase & Co. | 0.01% | Add +161.2% | 209,112 | $83.1M |
| First Trust Advisors LP | 0.08% | Add +258.2% | 198,849 | $79.0M |
| Bank of America Corp. | 0.01% | Reduce -6.0% | 188,465 | $74.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +45.8% | 183,241 | $72.8M |
| Johnson Investment Counsel Inc. | 0.69% | Add +43.2% | 159,510 | $63.4M |
| Barclays PLC | 0.03% | Reduce -35.0% | 151,836 | $60.4M |
| Bain Capital Public Equity Management II, LLC | 2.37% | Reduce -65.4% | 145,208 | $57.7M |
| Amundi | 0.02% | Reduce -17.0% | 153,369 | $55.2M |
| Deutsche Bank AG | 0.03% | Add +19.8% | 137,415 | $54.6M |
| Swiss National Bank | 0.04% | Reduce -4.2% | 130,000 | $51.7M |
| Bank of Montreal | 0.02% | Add +41.7% | 129,011 | $51.5M |
| General American Investors Co. Inc. | 3.81% | No change | 129,196 | $51.4M |
| APG Asset Management N.V. | 0.09% | Add +15.8% | 138,752 | $51.1M |
| Regions Financial Corp. | 0.38% | Reduce -1.8% | 126,815 | $50.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Add +8.2% | 125,689 | $50.0M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Reduce -19.4% | 122,581 | $48.7M |
| Jacobs Levy Equity Management, Inc. | 0.21% | Add +38.9% | 118,092 | $46.9M |
| Storebrand Asset Management As | 0.15% | Reduce -4.9% | 112,252 | $44.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -2.2% | 110,625 | $44.0M |
| Robeco Institutional Asset Management B.V. | 0.09% | Reduce -34.9% | 109,067 | $43.4M |
| FIL Ltd | 0.04% | Reduce -4.6% | 106,954 | $42.5M |
| Man Group plc | 0.11% | Reduce -47.5% | 102,694 | $40.8M |
| Systematic Financial Management LP | 1.12% | Reduce -2.0% | 101,292 | $40.3M |
| Danske Bank A/S | 0.13% | — | 100,799 | $40.1M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +10.3% | 99,215 | $39.4M |
| UBS Group AG | 0.01% | Add +15.4% | 97,954 | $38.9M |
| Schroder Investment Management Group | 0.05% | Reduce -39.2% | 96,118 | $38.2M |
| Zweig-DiMenna Associates LLC | 3.36% | Reduce -5.1% | 95,244 | $37.9M |
| Sei Investments Co. | 0.06% | Add +0.4% | 95,150 | $37.8M |
| Clark Capital Management Group, Inc. | 0.28% | Reduce -7.3% | 92,763 | $36.9M |
| Royal Bank of Canada | 0.01% | Reduce -10.2% | 92,686 | $36.8M |
| American Century Companies Inc. | 0.02% | Add +17.0% | 92,453 | $36.8M |
| Millennium Management | 0.03% | Reduce -23.4% | 89,083 | $35.4M |
| TD Asset Management Inc | 0.03% | Reduce -2.9% | 87,237 | $34.7M |
| Renaissance Group LLC | 1.26% | Add +2.6% | 83,873 | $33.3M |
| Schonfeld Strategic Advisors LLC | 0.26% | Reduce -29.7% | 82,481 | $32.8M |
| Rhumbline Advisers | 0.03% | Reduce -0.2% | 81,550 | $32.4M |
| Mariner, LLC | 0.07% | Add +13.5% | 80,473 | $32.0M |
| National Pension Service | 0.04% | New | 79,746 | $31.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.2% | 78,277 | $31.1M |
| Credit Suisse AG/ | 0.03% | Reduce -4.1% | 76,273 | $30.3M |
| Russell Investments Group, Ltd. | 0.05% | Add +28.6% | 72,164 | $28.7M |
| Martingale Asset Management L P | 0.56% | Reduce -20.8% | 71,029 | $28.2M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -71.8% | 67,931 | $27.0M |
| Lazard Asset Management LLC | 0.04% | Add +50.3% | 67,710 | $26.9M |
| California State Teachers Retirement System | 0.03% | Reduce -0.1% | 67,222 | $26.7M |
| TCTC Holdings, LLC | 0.81% | Add +0.2% | 60,995 | $24.2M |
| Squarepoint Ops LLC | 0.10% | Reduce -27.1% | 60,949 | $24.2M |
| Interval Partners, LP | 0.90% | Reduce -22.4% | 59,980 | $23.8M |
| Woodline Partners LP | 0.21% | New | 56,452 | $22.4M |
| New York State Teachers Retirement System | 0.05% | Reduce -0.3% | 55,953 | $22.2M |
| Scout Investments, Inc. | 0.54% | Reduce -8.6% | 55,219 | $22.0M |
| Principal Financial Group Inc. | 0.01% | Add +1.4% | 53,672 | $21.3M |
| HSBC Holdings PLC | 0.01% | Reduce -16.8% | 53,133 | $21.1M |
| Cwm, LLC | 0.10% | Reduce -4.5% | 52,247 | $20.8M |
| Capital Fund Management S.A. | 0.25% | Reduce -5.4% | 51,893 | $20.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +18.1% | 51,425 | $20.4M |
| Deprince Race & Zollo Inc. | 0.44% | New | 51,031 | $20.3M |
| Arnhold LLC | 2.11% | New | 50,053 | $19.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -22.9% | 49,816 | $19.8M |
| Frontier Capital Management Co. LLC | 0.18% | Add +55.7% | 48,792 | $19.4M |
| Citigroup Inc. | 0.02% | Reduce -22.1% | 47,753 | $19.0M |
| Grace & White Inc. | 3.43% | No change | 47,282 | $18.8M |
| Moran Wealth Management, LLC | 0.60% | Reduce -0.9% | 46,590 | $18.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +466.9% | 46,414 | $18.4M |
| Pathstone Holdings, LLC | 0.08% | Add +7.5% | 43,199 | $17.2M |
| Prospector Partners LLC | 2.00% | Add +11.7% | 42,955 | $17.1M |
| Hancock Whitney Corp. | 0.59% | Add +24.4% | 42,799 | $17.0M |
| Zimmer Partners, LP | 0.37% | Add +81.6% | 42,500 | $16.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.08% | Add +69.7% | 42,452 | $16.9M |
| Allianz Asset Management GmbH | 0.03% | Add +57.8% | 41,799 | $16.6M |
| Davis Selected Advisers | 0.09% | Reduce -1.8% | 41,209 | $16.4M |
| Natixis Advisors, LLC | 0.04% | Reduce -13.7% | 40,685 | $16.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Reduce -1.0% | 40,606 | $16.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -19.9% | 39,249 | $15.6M |
| New York State Common Retirement Fund | 0.02% | Add +4.5% | 39,232 | $15.6M |
| Swedbank AB | 0.02% | Add +24.3% | 37,921 | $15.1M |
| Boston Trust Walden Corp | 0.11% | Reduce -13.8% | 37,863 | $15.1M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -6.0% | 37,793 | $15.0M |
| Mackenzie Financial Corp. | 0.02% | Reduce -14.2% | 37,485 | $14.9M |
| QRG Capital Management, Inc. | 0.18% | Add +1.7% | 36,411 | $14.5M |
| Two Sigma Investments, LP | 0.04% | Reduce -71.4% | 36,341 | $14.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 36,068 | $14.3M |
| Renaissance Technologies | 0.02% | Reduce -55.3% | 35,900 | $14.3M |
| Caisse de depot et placement du Quebec | 0.03% | Reduce -63.7% | 35,696 | $14.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -58.9% | 35,202 | $14.0M |
| Wells Fargo & Company | 0.00% | Reduce -36.5% | 35,152 | $14.0M |
| LMCG Investments, LLC | 0.81% | Reduce -1.6% | 34,517 | $13.7M |
| Raymond James & Associates | 0.01% | Add +2.9% | 34,361 | $13.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +2.3% | 34,140 | $13.6M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +8.1% | 33,985 | $13.4M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +25.0% | 33,325 | $13.2M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -18.5% | 36,612 | $13.1M |
| Northwest & Ethical Investments L.P. | 0.38% | Reduce -2.6% | 32,850 | $13.1M |
| Clough Capital Partners L P | 1.43% | New | 32,799 | $13.0M |
| Glenmede Trust Co. NA | 0.06% | Reduce -2.5% | 31,438 | $12.5M |
| South Dakota Investment Council | 0.26% | New | 31,394 | $12.5M |
| Treasurer of the State of North Carolina | 0.05% | Add +8.6% | 31,053 | $12.3M |
| Te Ahumairangi Investment Management Ltd | 2.12% | Add +6.4% | 30,695 | $12.2M |
| NFC Investments, LLC | 3.47% | Reduce -0.7% | 30,340 | $12.1M |
| State of Wisconsin Investment Board | 0.03% | Reduce -11.5% | 30,192 | $12.0M |
| Tudor Investment Corporation | 0.14% | New | 29,234 | $11.6M |
| Buckingham Capital Management, Inc. | 1.36% | Add +4.1% | 27,925 | $11.1M |
| Nordea Investment Management AB | 0.01% | Add +19.2% | 27,273 | $10.9M |
| Cerity Partners LLC | 0.03% | Add +15.0% | 26,193 | $10.4M |
| Candriam S.C.A. | 0.07% | Reduce -40.4% | 26,032 | $10.3M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -4.2% | 25,595 | $10.2M |
| Summit Global Investments | 0.75% | Add +23.5% | 25,330 | $10.1M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -48.2% | 25,180 | $10.0M |
| Philadelphia Financial Management of San Francisco, LLC | 2.08% | Reduce -46.2% | 24,998 | $9.9M |
| Toronto Dominion Bank | 0.02% | Reduce -58.8% | 24,922 | $9.9M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -89.1% | 24,564 | $9.8M |
| Aberdeen Group plc | 0.02% | Add +0.6% | 24,305 | $9.7M |
| Illinois Municipal Retirement Fund | 0.15% | Add +0.6% | 24,238 | $9.6M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 24,107 | $9.6M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -0.8% | 24,076 | $9.6M |
| LS Investment Advisors, LLC | 1.51% | Add +0.3% | 23,910 | $9.5M |
| Intech Investment Management LLC | 0.13% | Reduce -56.1% | 23,596 | $9.4M |
| Natixis | 0.05% | Add +551.6% | 23,492 | $9.3M |
| First Trust Investment Solutions L.P. | 1.53% | Reduce -3.5% | 21,823 | $8.7M |
| LPL Financial LLC | 0.00% | Add +29.6% | 21,450 | $8.5M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -6.3% | 21,021 | $8.4M |
| Sit Investment Associates Inc. | 0.19% | Reduce -19.0% | 20,867 | $8.3M |
| Royal London Asset Management Ltd. | 0.02% | Add +15.6% | 20,859 | $8.3M |
| Employees Retirement System of Texas | 0.09% | No change | 20,743 | $8.2M |
| Bridgewater Associates | 0.04% | Reduce -0.3% | 20,317 | $8.1M |
| Leuthold Group, LLC | 0.84% | Reduce -0.7% | 18,747 | $7.5M |
| Prudential PLC | 0.06% | Reduce -5.8% | 18,552 | $7.4M |
| Credit Agricole S A | 0.12% | Add +70.8% | 20,125 | $7.2M |
| Corient Private Wealth LP | 0.01% | Reduce -11.4% | 17,894 | $7.1M |
| Voya Investment Management LLC | 0.01% | Reduce -65.4% | 17,820 | $7.1M |
| Bain Capital Public Equity, LP | 5.81% | Reduce -34.4% | 17,740 | $7.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -41.9% | 17,650 | $7.0M |
| New Vernon Investment Management LLC | 5.91% | No change | 17,514 | $7.0M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -11.2% | 17,500 | $7.0M |
| Mediolanum International Funds Ltd | 0.11% | — | 17,213 | $6.8M |
| Forsta Ap-Fonden | 0.06% | Add +131.1% | 17,100 | $6.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.07% | Reduce -4.0% | 16,787 | $6.7M |
| SG Americas Securities, LLC | 0.03% | Add +242.8% | 16,560 | $6.6M |
| SPX Gestao de Recursos Ltda | 0.57% | New | 16,480 | $6.6M |
| Nisa Investment Advisors, LLC | 0.04% | Add +5.4% | 16,110 | $6.4M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -5.5% | 16,024 | $6.4M |
| Mutual of America Capital Management LLC | 0.07% | Add +6.6% | 15,943 | $6.3M |
| Elevation Point Wealth Partners, LLC | 0.48% | Reduce -2.8% | 15,654 | $6.2M |
| Clear Harbor Asset Management, LLC | 0.54% | Reduce -2.3% | 15,509 | $6.2M |
| Resona Asset Management Co.,Ltd. | 0.04% | — | 15,351 | $6.1M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -0.8% | 15,271 | $6.1M |
| Jane Street Group, LLC | 0.01% | Add +12.0% | 14,735 | $5.9M |
| Shell Asset Management Co. | 0.26% | Add +45.0% | 15,046 | $5.7M |
| State of Alaska, Department of Revenue | 0.06% | Reduce -14.4% | 14,102 | $5.6M |
| Cibc World Markets Corp. | 0.04% | Add +38.4% | 13,937 | $5.5M |
| Dupree Financial Group, LLC | 2.57% | Reduce -0.1% | 13,706 | $5.4M |
| PGGM Investments | 0.08% | Reduce -1.1% | 13,538 | $5.4M |
| Bokf, NA | 0.10% | Reduce -36.0% | 13,327 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +26.6% | 13,191 | $5.2M |
| Aviva PLC | 0.02% | Reduce -48.0% | 12,968 | $5.2M |
| Meritage Portfolio Management | 0.33% | New | 12,943 | $5.1M |
| Foster & Motley Inc. | 0.35% | Add +0.1% | 12,726 | $5.1M |
| State of Michigan Retirement System | 0.03% | No change | 12,711 | $5.1M |
| Berger Financial Group, Inc | 0.41% | New | 12,602 | $5.0M |
| OneDigital Investment Advisors LLC | 0.08% | Add +3.4% | 12,387 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -66.4% | 12,156 | $4.8M |
| Arizona State Retirement System | 0.03% | Add +0.0% | 11,934 | $4.7M |
| Mount Lucas Management LP | 1.58% | Reduce -8.1% | 11,882 | $4.7M |
| ProShare Advisors LLC | 0.01% | Reduce -2.6% | 11,853 | $4.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.5% | 11,839 | $4.7M |
| Amalgamated Bank | 0.04% | Reduce -26.0% | 11,801 | $4.7M |
| Teacher Retirement System of Texas | 0.03% | Reduce -49.2% | 11,463 | $4.6M |
| Agf Management Ltd. | 0.03% | Add +37.5% | 11,463 | $4.6M |
| American International Group, Inc. | 0.02% | Reduce -0.3% | 11,394 | $4.5M |
| Federated Hermes, Inc. | 0.01% | Add +4.6% | 11,008 | $4.4M |
| Cary Street Partners Investment Advisory LLC | 0.18% | Reduce -1.1% | 10,872 | $4.3M |
| Fca Corp. | 1.34% | Add +0.3% | 10,442 | $4.2M |
| Edgestream Partners, L.P. | 0.21% | Add +69.8% | 10,437 | $4.1M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.5% | 10,390 | $4.1M |
| Prudential Financial Inc. | 0.01% | Reduce -13.7% | 10,320 | $4.1M |
| IFM Investors Pty Ltd | 0.04% | New | 10,282 | $4.1M |
| Lighthouse Investment Partners, LLC | 0.24% | Add +185.2% | 10,088 | $4.0M |
| Macquarie Group Ltd. | 0.00% | Add +3.3% | 9,979 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -69.7% | 9,685 | $3.8M |
| Guggenheim Capital LLC | 0.03% | Reduce -12.6% | 9,620 | $3.8M |
| Americana Partners, LLC | 0.32% | Add +6.4% | 9,597 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +106.7% | 10,123 | $3.8M |
| Retirement Systems of Alabama | 0.01% | Add +0.2% | 9,580 | $3.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.3% | 9,528 | $3.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -64.6% | 9,500 | $3.8M |
| Degroof Petercam Asset Management | 0.04% | Reduce -46.0% | 9,376 | $3.7M |
| Graphene Investments SAS | 2.23% | Add +22.4% | 9,300 | $3.7M |
| AXA S.A. | 0.01% | Reduce -79.6% | 9,018 | $3.6M |
| Texas Permanent School Fund Corp. | 0.03% | Add +0.1% | 8,974 | $3.6M |
| Equitable Trust Co. | 0.24% | Add +1.8% | 8,864 | $3.5M |
| Abn Amro Investment Solutions | 0.06% | Reduce -28.6% | 8,785 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -25.2% | 8,667 | $3.4M |
| Quantinno Capital Management LP | 0.07% | Add +346.1% | 8,413 | $3.3M |
| Twin Capital Management Inc. | 0.39% | Reduce -21.7% | 8,014 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +46.8% | 8,013 | $3.2M |
| Vinva Investment Management Ltd | 0.18% | Reduce -59.1% | 8,003 | $3.2M |
| Wedge Capital Management L L P | 0.05% | Add +31.4% | 7,932 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -14.6% | 7,924 | $3.1M |
| Continuum Advisory, LLC | 0.47% | New | 8,266 | $3.1M |
| California First Leasing Corp. | 1.43% | Add +53.6% | 7,740 | $3.1M |
| Alaska Permanent Fund Corp | 0.05% | Add +5.2% | 7,723 | $3.1M |
| BNC Wealth Management, LLC | 1.31% | Add +0.8% | 7,711 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -10.5% | 7,671 | $3.0M |
| Czech National Bank | 0.04% | Add +0.5% | 7,636 | $3.0M |
| Vista Investment Partners LLC | 1.04% | Add +1.5% | 7,607 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | Add +25.9% | 7,542 | $3.0M |
| Cary Street Partners Asset Management LLC | 0.46% | Reduce -3.9% | 7,537 | $3.0M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +7.0% | 7,529 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.5% | 7,476 | $3.0M |
| Utah Retirement Systems | 0.03% | No change | 7,371 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +78.4% | 7,112 | $2.8M |
| Van Den Berg Management I, Inc. | 0.83% | New | 7,109 | $2.8M |
| DNB Asset Management AS | 0.01% | Reduce -37.9% | 6,993 | $2.8M |
| Xponance LLC | 0.03% | Add +10.7% | 6,987 | $2.8M |
| Concentric Capital Strategies, LP | 0.18% | New | 6,910 | $2.7M |
| Eisler Capital (UK) Ltd. | 0.34% | Add +294.3% | 6,877 | $2.7M |
| Tredje AP-fonden | 0.03% | No change | 6,854 | $2.7M |
| Public Sector Pension Investment Board | 0.02% | Add +1.1% | 6,851 | $2.7M |
| Ostrum Asset Management | 0.21% | Add +44.4% | 6,730 | $2.7M |
| Investment Management Corp of Ontario | 0.08% | Reduce -27.9% | 6,680 | $2.7M |
| Gilman Hill Asset Management, LLC | 0.47% | Add +0.2% | 6,542 | $2.6M |
| Kempner Capital Management Inc. | 1.40% | No change | 6,479 | $2.6M |
| Channel Wealth LLC | 1.03% | New | 6,432 | $2.6M |
| New York Life Investment Management LLC | 0.03% | Reduce -3.5% | 6,411 | $2.5M |
| Bank of Nova Scotia | 0.01% | Reduce -82.8% | 6,379 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +42.5% | 6,356 | $2.5M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Reduce -3.1% | 6,115 | $2.4M |
| Bright Futures Wealth Management, LLC. | 1.30% | — | 6,297 | $2.4M |
| Anchor Capital Advisors LLC | 0.06% | Reduce -7.0% | 5,946 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -3.4% | 5,877 | $2.3M |
| Korea Investment CORP | 0.01% | No change | 5,876 | $2.3M |
| CIBC Asset Management Inc | 0.01% | Add +3.2% | 5,795 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 5,779 | $2.3M |
| 1832 Asset Management L.P. | 0.00% | Add +3.5% | 5,771 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | New | 5,788 | $2.3M |
| ING Groep NV | 0.01% | Reduce -77.7% | 5,472 | $2.2M |
| STRS Ohio | 0.01% | Reduce -92.0% | 5,414 | $2.2M |
| ExodusPoint Capital Management, LP | 0.03% | New | 5,263 | $2.1M |
| Trust Co. of Toledo NA | 0.33% | Reduce -3.4% | 5,246 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -94.8% | 5,215 | $2.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +3.7% | 5,180 | $2.1M |
| Savant Capital, LLC | 0.02% | Add +639.2% | 5,012 | $2.0M |
| Harbor Advisors LLC | 0.37% | No change | 5,000 | $2.0M |
| RBF Capital, LLC | 0.11% | No change | 5,000 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.8% | 4,993 | $2.0M |
| USS Investment Management Ltd | 0.02% | Reduce -40.8% | 4,989 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.0% | 4,881 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +39.3% | 4,879 | $1.9M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | Reduce -7.7% | 4,857 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +163.9% | 4,772 | $1.9M |
| Westpac Banking Corp. | 0.14% | Add +92.0% | 4,724 | $1.9M |
| Perpetual Ltd | 0.02% | Add +92.0% | 4,724 | $1.9M |
| Delphi Management Inc. | 1.45% | Add +29.6% | 4,713 | $1.9M |
| Old National Bancorp | 0.04% | Reduce -21.0% | 4,622 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +40.1% | 4,562 | $1.8M |
| F/m Investments LLC | 1.19% | Reduce -0.6% | 4,408 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -21.6% | 4,404 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +1.0% | 4,362 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Add +1.2% | 4,360 | $1.7M |
| Ingalls & Snyder LLC | 0.08% | Add +3.3% | 4,341 | $1.7M |
| Globeflex Capital L P | 0.17% | No change | 4,307 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | Add +6.7% | 4,225 | $1.7M |
| First Manhattan Co. Llc. | 0.01% | No change | 4,200 | $1.7M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 4,099 | $1.6M |
| Diversified Trust Co. | 0.05% | Reduce -6.4% | 4,079 | $1.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -3.2% | 4,004 | $1.6M |
| Verition Fund Management LLC | 0.02% | Reduce -41.7% | 3,989 | $1.6M |
| Tidal Investments LLC | 0.03% | Add +9.4% | 3,991 | $1.6M |
| Teamwork Financial Advisors, LLC | 0.23% | New | 3,816 | $1.5M |
| Ethic Inc. | 0.04% | Reduce -13.0% | 3,788 | $1.5M |
| Whittier Trust Co. | 0.02% | Reduce -0.7% | 3,787 | $1.5M |
| Blair William & Co. | 0.00% | Add +5.7% | 3,762 | $1.5M |
| Chartwell Investment Partners, LLC | 0.05% | Reduce -11.8% | 3,740 | $1.5M |
| Lake Street Private Wealth, LLC | 0.21% | Reduce -6.3% | 3,726 | $1.5M |
| Panagora Asset Management Inc. | 0.01% | Add +0.2% | 3,721 | $1.5M |
| M&T Bank Corp | 0.01% | Add +16.5% | 3,700 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -47.9% | 3,694 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +68.5% | 3,634 | $1.4M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 3,594 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 3,545 | $1.4M |
| Exchange Traded Concepts, LLC | 0.04% | Add +1.3% | 3,476 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.0% | 3,455 | $1.4M |
| Uncommon Cents Investing LLC | 0.42% | Add +19.7% | 3,439 | $1.4M |
| Hartford Investment Management Co. | 0.05% | Reduce -1.7% | 3,387 | $1.3M |
| Kentucky Retirement Systems | 0.04% | Reduce -5.1% | 3,296 | $1.3M |
| LBP Am SA | 0.05% | Reduce -9.2% | 3,237 | $1.3M |
| Icon Advisers Inc. | 0.28% | No change | 3,200 | $1.3M |
| Strategic Investment Advisors / MI | 0.16% | Add +1.3% | 3,165 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Reduce -88.9% | 3,100 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Add +534.8% | 2,996 | $1.2M |
| First Trust Direct Indexing L.P. | 0.09% | Add +0.9% | 2,976 | $1.2M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -31.5% | 2,965 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -18.1% | 2,962 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | No change | 3,286 | $1.2M |
| Polianta Ltd | 0.56% | New | 2,900 | $1.2M |
| Praxis Investment Management Inc. | 0.07% | No change | 2,840 | $1.1M |
| XTX Topco Ltd | 0.15% | Add +17.4% | 2,807 | $1.1M |
| Axq Capital, LP | 0.27% | Reduce -60.6% | 2,800 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 2,790 | $1.1M |
| Capstone Investment Advisors, LLC | 0.04% | Add +93.3% | 2,755 | $1.1M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -4.2% | 2,729 | $1.1M |
| WealthTrust Asset Management, LLC | 0.82% | Add +0.2% | 2,725 | $1.1M |
| Achmea Investment Management B.V. | 0.02% | New | 2,717 | $1.1M |
| Railway Pension Investments Ltd | 0.01% | No change | 2,700 | $1.1M |
| BNP Paribas | 0.05% | — | 2,670 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | Add +5.0% | 2,637 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -4.5% | 2,616 | $1.0M |
| BayBridge Capital Group, LLC | 0.90% | Add +7.4% | 2,761 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -15.0% | 2,556 | $1.0M |
| Ossiam | 0.02% | Reduce -12.6% | 2,540 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.9% | 2,500 | $994K |
| Inceptionr LLC | 0.26% | New | 2,493 | $991K |
| Securian Asset Management, Inc. | 0.03% | Reduce -11.2% | 2,486 | $988K |
| PAX Financial Group, LLC | 0.20% | Reduce -3.8% | 2,453 | $975K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.5% | 2,420 | $963K |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +0.3% | 2,369 | $942K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.8% | 2,353 | $935K |
| Gotham Asset Management | 0.01% | Reduce -32.3% | 2,302 | $915K |
| True Wealth Design, LLC | 0.23% | New | 2,296 | $913K |
| Citadel Investment Advisory, Inc. | 0.51% | Reduce -4.2% | 2,252 | $895K |
| New Mexico Educational Retirement Board | 0.03% | No change | 2,200 | $875K |
| Empowered Funds, LLC | 0.02% | Reduce -3.9% | 2,198 | $874K |
| Seven Eight Capital, LP | 0.09% | New | 2,186 | $869K |
| PEAK6 Investments LLC | 0.04% | Reduce -3.9% | 2,182 | $867K |
| Vest Financial, LLC | 0.02% | New | 2,146 | $853K |
| Lecap Asset Management Ltd. | 0.18% | Reduce -0.3% | 2,128 | $846K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -37.3% | 2,116 | $841K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.2% | 2,115 | $841K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -6.2% | 2,115 | $841K |
| Atlas Private Wealth Management, LLC | 0.35% | No change | 2,098 | $834K |
| Synovus Financial Corp. | 0.01% | Reduce -15.4% | 2,084 | $828K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -33.3% | 2,078 | $826K |
| Transatlantique Private Wealth LLC | 0.36% | Reduce -5.3% | 2,060 | $819K |
| ClearAlpha Technologies LP | 0.35% | Add +10.7% | 2,054 | $816K |
| Daymark Wealth Partners, LLC | 0.04% | No change | 2,050 | $815K |
| Smith Group Asset Management, LLC | 0.05% | Reduce -14.7% | 2,015 | $801K |
| Dakota Wealth Management | 0.02% | New | 1,985 | $789K |
| Neuberger Berman Group LLC | 0.00% | Reduce -31.7% | 1,967 | $782K |
| Lingohr Asset Management GmbH | 1.95% | Add +18.1% | 1,962 | $780K |
| Greenwood Capital Associates LLC | 0.10% | Reduce -1.9% | 1,942 | $772K |
| Vontobel Holding Ltd. | 0.01% | Add +3.1% | 1,922 | $764K |
| Commonwealth Equity Services, LLC | 0.00% | Add +156.8% | 1,880 | $748K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -28.3% | 1,835 | $729K |
| Traynor Capital Management, Inc. | 0.07% | Add +37.9% | 1,817 | $722K |
| Capital Insight Partners, LLC | 0.13% | Add +40.8% | 1,811 | $720K |
| National Bank of Canada | 0.00% | Reduce -78.3% | 1,850 | $708K |
| Stoneridge Investment Partners LLC | 0.27% | New | 1,779 | $707K |
| Metropolitan Life Insurance Co | 0.03% | Reduce -0.9% | 1,751 | $696K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 1,747 | $694K |
| Legend Financial Advisors, Inc. | 0.50% | New | 1,738 | $691K |
| IPG Investment Advisors LLC | 0.15% | New | 1,710 | $680K |
| Elevated Capital Advisors, LLC | 0.19% | Add +9.7% | 1,708 | $679K |
| Bank of Stockton | 0.21% | Reduce -2.6% | 1,705 | $678K |
| Commerce Bank | 0.00% | Add +0.2% | 1,683 | $669K |
| Qsemble Capital Management, LP | 0.14% | New | 1,665 | $662K |
| TFB Advisors LLC | 0.24% | Add +104.1% | 1,782 | $659K |
| Unison Advisors LLC | 0.06% | Add +0.4% | 1,641 | $652K |
| Perigon Wealth Management, LLC | 0.02% | New | 1,610 | $640K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -23.8% | 1,583 | $629K |
| Argent Trust Co | 0.03% | Reduce -11.3% | 1,535 | $610K |
| MeadowBrook Investment Advisors LLC | 0.57% | Reduce -5.8% | 1,500 | $596K |
| Aull & Monroe Investment Management Corp | 0.27% | No change | 1,500 | $596K |
| Wexford Capital LP | 0.12% | Reduce -46.4% | 1,500 | $596K |
| Norinchukin Bank, The | 0.02% | Reduce -1.5% | 1,498 | $595K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +2.2% | 1,450 | $576K |
| Creative Planning | 0.00% | Add +9.5% | 1,445 | $574K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -7.4% | 1,432 | $569K |
| First Hawaiian Bank | 0.02% | Reduce -4.6% | 1,423 | $566K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +5.0% | 1,397 | $555K |
| Metis Global Partners, LLC | 0.02% | Reduce -1.3% | 1,384 | $550K |
| Brevan Howard Capital Management LP | 0.05% | Reduce -61.3% | 1,378 | $548K |
| Qtron Investments LLC | 0.08% | No change | 1,376 | $547K |
| Cresset Asset Management, LLC | 0.00% | Add +19.1% | 1,364 | $542K |
| Greenleaf Trust | 0.01% | Add +9.3% | 1,348 | $536K |
| Rowlandmiller & Partners.adv | 0.11% | Reduce -6.9% | 1,345 | $535K |
| E&G Advisors, LLC | 0.17% | Add +24.5% | 1,345 | $533K |
| Mather Group, Llc. | 0.01% | Reduce -0.9% | 1,472 | $521K |
| American Trust | 0.04% | Reduce -15.8% | 1,295 | $515K |
| Erste Asset Management GmbH | 0.01% | No change | 1,300 | $515K |
| Nebula Research & Development LLC | 0.11% | New | 1,289 | $512K |
| Engineers Gate Manager LP | 0.01% | Reduce -92.0% | 1,282 | $510K |
| Baird Financial Group, Inc. | 0.00% | Reduce -45.0% | 1,262 | $502K |
| Magnetar Financial LLC | 0.01% | Reduce -87.1% | 1,261 | $501K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.5% | 1,250 | $497K |
| Huntington National Bank | 0.01% | Reduce -0.9% | 1,224 | $487K |
| Cozad Asset Management Inc. | 0.05% | Reduce -63.2% | 1,215 | $483K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +5.5% | 1,214 | $483K |
| Csenge Advisory Group | 0.03% | Reduce -2.1% | 1,212 | $482K |
| Center For Asset Management LLC | 0.39% | Reduce -8.0% | 1,200 | $477K |
| Stephens Inc. | 0.01% | Reduce -8.5% | 1,178 | $468K |
| Principal Securities, Inc. | 0.01% | Reduce -15.2% | 1,171 | $465K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -82.5% | 1,171 | $465K |
| Truist Financial Corp. | 0.00% | Reduce -8.4% | 1,165 | $463K |
| Shelton Wealth Management, LLC | 0.29% | New | 1,159 | $461K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -1.7% | 1,150 | $457K |
| Wellington Shields & Co., LLC | 0.15% | No change | 1,100 | $437K |
| WINTON GROUP Ltd | 0.03% | Reduce -9.3% | 1,098 | $436K |
| Personal Cfo Solutions, LLC | 0.07% | Add +0.1% | 1,093 | $435K |
| Trail Ridge Investment Advisors, LLC | 0.24% | Reduce -5.6% | 1,072 | $426K |
| MAI Capital Management | 0.00% | Add +0.5% | 1,060 | $421K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -9.6% | 1,060 | $421K |
| NewEdge Advisors, LLC | 0.00% | Add +128.3% | 1,057 | $420K |
| Vivid Wealth Management, LLC | 0.26% | Add +1.8% | 1,055 | $419K |
| Lido Advisors, LLC | 0.00% | Add +17.8% | 1,054 | $419K |
| Cognios Beta Neutral Large Cap Fund, LP | 0.53% | New | 1,027 | $408K |
| Chesapeake Asset Management LLC | 0.40% | Add +57.1% | 1,004 | $399K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -34.2% | 916 | $398K |
| CSS LLC | 0.10% | Add +25.0% | 1,000 | $398K |
| Moors & Cabot, Inc. | 0.02% | Reduce -3.6% | 995 | $396K |
| Keybank National Association | 0.00% | Add +1.6% | 978 | $389K |
| Pitcairn Co. | 0.03% | Add +0.8% | 973 | $387K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -74.6% | 965 | $384K |
| Mgo One Seven LLC | 0.02% | Add +2.6% | 954 | $379K |
| Cutter & CO Brokerage, Inc. | 0.09% | Add +8.9% | 952 | $378K |
| Fifth Third Bancorp | 0.00% | Add +6.1% | 924 | $367K |
| Bessemer Group Inc. | 0.00% | Add +31.4% | 921 | $366K |
| Alps Advisors Inc. | 0.00% | Add +9.6% | 915 | $364K |
| Wealthstar Advisors, LLC | 0.13% | Add +9.9% | 913 | $363K |
| Vestcor Inc | 0.01% | Reduce -0.9% | 911 | $362K |
| Forum Financial Management, LP | 0.01% | No change | 909 | $361K |
| Raymond James Trust N.A. | 0.01% | Add +5.1% | 907 | $361K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -87.0% | 901 | $358K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -88.7% | 899 | $357K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -16.9% | 888 | $353K |
| Ieq Capital, LLC | 0.01% | Add +2.7% | 883 | $351K |
| Empirical Asset Management, LLC | 0.17% | New | 873 | $347K |
| Clarius Group, LLC | 0.02% | Reduce -1.4% | 870 | $346K |
| Corton Capital Inc. | 0.13% | New | 861 | $342K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.3% | 860 | $342K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -89.0% | 859 | $341K |
| Walleye Capital LLC | 0.00% | Reduce -96.7% | 857 | $341K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 850 | $338K |
| Freedom Investment Management, Inc. | 0.03% | Add +2.0% | 834 | $332K |
| HFG Advisors, Inc. | 0.29% | New | 825 | $328K |
| Pallas Capital Advisors LLC | 0.01% | New | 820 | $326K |
| Clare Market Investments LLC | 0.10% | No change | 800 | $318K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.9% | 788 | $313K |
| Credit Capital Investments LLC | 0.37% | New | 750 | $298K |
| DoubleLine ETF Adviser LP | 0.08% | No change | 745 | $296K |
| Ramirez Asset Management, Inc. | 0.06% | No change | 740 | $294K |
| Symmetry Partners, LLC | 0.02% | New | 738 | $293K |
| V-Square Quantitative Management LLC | 0.04% | Add +32.4% | 731 | $291K |
| State of Wyoming | 0.05% | Add +67.4% | 730 | $290K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -66.7% | 730 | $290K |
| Ancora Advisors LLC | 0.01% | No change | 725 | $288K |
| Simon Quick Advisors, LLC | 0.02% | New | 723 | $287K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -61.0% | 715 | $284K |
| Banque Cantonale Vaudoise | 0.01% | No change | 712 | $283K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.9% | 703 | $280K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -42.4% | 699 | $278K |
| Hyman Charles D | 0.02% | No change | 700 | $278K |
| Scientech Research LLC | 0.15% | New | 690 | $274K |
| Red Door Wealth Management, LLC | 0.05% | No change | 669 | $266K |
| iA Global Asset Management Inc. | 0.01% | Reduce -2.5% | 664 | $264K |
| Centiva Capital, LP | 0.02% | Reduce -92.3% | 655 | $260K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.9% | 651 | $259K |
| Texas Yale Capital Corp. | 0.01% | No change | 650 | $258K |
| AlphaCentric Advisors LLC | 0.15% | Reduce -12.0% | 645 | $256K |
| Profund Advisors LLC | 0.01% | Add +2.7% | 644 | $256K |
| Quent Capital, LLC | 0.03% | Reduce -1.9% | 636 | $253K |
| Ascent Group, LLC | 0.02% | Reduce -14.1% | 635 | $252K |
| Smithfield Trust Co | 0.01% | No change | 630 | $251K |
| Horizon Investments, LLC | 0.01% | Add +2.6% | 630 | $250K |
| Meiji Yasuda Life Insurance Co | 0.01% | Reduce -1.6% | 630 | $250K |
| NEOS Investment Management LLC | 0.01% | Reduce -1.5% | 605 | $240K |
| CENTRAL TRUST Co | 0.01% | Reduce -10.5% | 603 | $240K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 586 | $233K |
| Sompo Asset Management Co., Ltd. | 0.04% | Reduce -9.4% | 580 | $231K |
| Wedmont Private Capital | 0.02% | Reduce -0.2% | 614 | $228K |
| Arkadios Wealth Advisors | 0.02% | New | 560 | $223K |
| CI Investments Inc. | 0.00% | Reduce -46.5% | 557 | $221K |
| Edge Capital Group, LLC | 0.01% | New | 553 | $220K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -9.8% | 543 | $216K |
| Coldstream Capital Management Inc. | 0.01% | New | 540 | $215K |
| IFP Advisors, Inc | 0.01% | Add +8.7% | 536 | $213K |
| Whitaker-Myers Wealth Managers, LTD. | 0.09% | New | 531 | $211K |
| Somerset Trust Co | 0.09% | New | 531 | $211K |
| Dynasty Wealth Management, LLC | 0.01% | — | 527 | $209K |
| Leonteq Securities AG | 0.03% | Reduce -20.9% | 512 | $204K |
| Parallel Advisors, LLC | 0.01% | Add +15.3% | 512 | $204K |
| CoreCap Advisors, LLC | 0.01% | New | 508 | $202K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -21.5% | 507 | $201K |
| Aerodigm Wealth, LLC | 0.08% | New | 506 | $201K |
| Jump Financial, LLC | 0.01% | Reduce -96.0% | 506 | $201K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -90.4% | 506 | $201K |
| Armistice Capital, LLC | 0.01% | New | 505 | $201K |
| Webster Bank, N. A. | 0.02% | No change | 500 | $199K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 482 | $192K |
| GAMMA Investing LLC | 0.04% | Add +34.4% | 438 | $174K |
| Grove Bank & Trust | 0.03% | Reduce -0.7% | 433 | $172K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +20.9% | 416 | $165K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.5% | 410 | $163K |
| Avior Wealth Management, LLC | 0.01% | Add +385.7% | 340 | $135K |
| Steph & Co. | 0.05% | Add +0.6% | 339 | $135K |
| Quadrant Capital Group LLC | 0.01% | Add +44.8% | 294 | $117K |
| Signaturefd, LLC | 0.00% | Add +60.7% | 270 | $107K |
| Asset Dedication, LLC | 0.01% | No change | 250 | $99K |
| Colonial Trust Co / SC | 0.02% | No change | 246 | $98K |
| Versant Capital Management, Inc | 0.03% | No change | 239 | $95K |
| Sentry Investment Management LLC | 0.03% | No change | 226 | $90K |
| Farther Finance Advisors, LLC | 0.01% | Add +18.6% | 223 | $89K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.0% | 242 | $89K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -40.3% | 213 | $85K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 211 | $84K |
| First Financial Corp. | 0.04% | No change | 200 | $80K |
| Global Retirement Partners, LLC | 0.00% | Reduce -36.0% | 176 | $70K |
| Covestor Ltd | 0.04% | Reduce -32.5% | 160 | $64K |
| Key Financial Inc | 0.02% | No change | 159 | $63K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 153 | $61K |
| Penserra Capital Management LLC | 0.00% | Reduce -56.0% | 153 | $60K |
| Walleye Trading LLC | 0.00% | Reduce -97.8% | 148 | $59K |
| SYSTM Wealth Solutions LLC | 0.01% | Add +3.6% | 143 | $57K |
| EntryPoint Capital, LLC | 0.05% | Reduce -59.7% | 139 | $55K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -1.5% | 135 | $54K |
| Hollencrest Capital Management | 0.00% | Add +575.0% | 135 | $54K |
| Toth Financial Advisory Corp. | 0.01% | No change | 130 | $52K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -15.1% | 129 | $51K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +6300.0% | 128 | $51K |
| Montag A & Associates Inc. | 0.00% | No change | 110 | $44K |
| Thompson Investment Management, Inc. | 0.01% | No change | 104 | $41K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 100 | $40K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 94 | $37K |
| Cambridge Trust Co. | 0.00% | No change | 90 | $36K |
| Private Trust Co. NA | 0.00% | Add +34.9% | 89 | $35K |
| TD Private Client Wealth LLC | 0.00% | Add +57.4% | 85 | $34K |
| Blue Trust, Inc. | 0.00% | Add +236.0% | 84 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 84 | $33K |
| Clearstead Advisors, LLC | 0.00% | No change | 87 | $33K |
| DT Investment Partners, LLC | 0.00% | No change | 82 | $33K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | No change | 90 | $32K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 80 | $32K |
| Heritage Wealth Advisors | 0.00% | No change | 80 | $32K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 76 | $30K |
| Lindbrook Capital, LLC | 0.00% | Reduce -32.4% | 71 | $28K |
| Allworth Financial LP | 0.00% | Reduce -1.4% | 69 | $27K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 64 | $25K |
| Caldwell Trust Co | 0.00% | No change | 62 | $25K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -1.6% | 62 | $25K |
| Nvwm, LLC | 0.01% | New | 57 | $23K |
| Piscataqua Savings Bank | 0.02% | No change | 56 | $22K |
| Riverview Trust Co | 0.02% | New | 55 | $22K |
| Richardson Financial Services Inc. | 0.02% | Reduce -12.7% | 55 | $22K |
| Jones Financial Companies LLLP | 0.00% | Add +562.5% | 53 | $21K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.0% | 46 | $18K |
| Barrett & Company, Inc. | 0.01% | No change | 40 | $16K |
| First Horizon Advisors, Inc. | 0.00% | Add +12.5% | 36 | $14K |
| Chelsea Counsel Co. | 0.01% | No change | 35 | $14K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 35 | $14K |
| Wetzel Investment Advisors, Inc. | 0.01% | Add +9.1% | 36 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +100.0% | 32 | $13K |
| Caitlin John, LLC | 0.01% | Reduce -5.9% | 32 | $13K |
| CVA Family Office, LLC | 0.00% | No change | 30 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $11K |
| Fortitude Family Office, LLC | 0.01% | No change | 26 | $10K |
| Institutional & Family Asset Management, LLC | 0.00% | Reduce -3.7% | 26 | $10K |
| MV Capital Management, Inc. | 0.00% | Add +4.0% | 26 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -3.9% | 25 | $10K |
| GW&K Investment Management, LLC | 0.00% | Add +22.2% | 22 | $9K |
| Manchester Capital Management LLC | 0.00% | Add +240.0% | 17 | $7K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 14 | $6K |
| Crewe Advisors LLC | 0.00% | New | 14 | $6K |
| LGT Financial Advisors LLC | 0.01% | No change | 13 | $5K |
| Raffa Wealth Management, LLC | 0.00% | Add +225.0% | 13 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -58.1% | 13 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -76.0% | 12 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 12 | $5K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -29.4% | 12 | $5K |
| Sachetta, LLC | 0.00% | No change | 13 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 11 | $4K |
| Financial Connections Group, Inc. | 0.00% | New | 9 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -9.1% | 10 | $4K |
| RFP Financial Group LLC | 0.00% | Reduce -52.4% | 10 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 10 | $4K |
| Meeder Asset Management Inc. | 0.00% | Reduce -98.3% | 10 | $4K |
| WealthCollab, LLC | 0.00% | No change | 9 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -35.7% | 9 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -12.5% | 7 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +16.7% | 7 | $3K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 7 | $3K |
| JNBA Financial Advisors | 0.00% | No change | 6 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -14.3% | 6 | $2K |
| City State Bank | 0.00% | New | 6 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 5 | $2K |
| Spire Wealth Management | 0.00% | Add +150.0% | 5 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +25.0% | 5 | $2K |
| Western Pacific Wealth Management, LP | 0.00% | New | 4 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -55.6% | 4 | $2K |
| Aspect Partners, LLC | 0.00% | Add +200.0% | 3 | $1K |
| Rakuten Securities, Inc. | 0.00% | Add +200.0% | 3 | $1K |
| Investors Research Corp | 0.00% | No change | 3 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 3 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 3 | $1K |
| Avion Wealth | 0.00% | Reduce -66.7% | 1 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 3 | $1K |
| Raleigh Capital Management Inc. | 0.00% | Add +100.0% | 2 | $795 |
| Salem Investment Counselors Inc. | 0.00% | New | 2 | $795 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $467 |
| Abound Wealth Management | 0.00% | No change | 1 | $406 |
| Highline Wealth Partners LLC | 0.00% | No change | 1 | $398 |
| TFO Wealth Partners, LLC | 0.00% | Reduce -66.7% | 1 | $398 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $398 |
| TD Capital Management LLC | 0.00% | New | 1 | $398 |
| Larson Financial Group LLC | 0.00% | Reduce -99.3% | 1 | $398 |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +0.0% | 1 | $351 |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.