Everest GroupEG
13F holders, Q2 2024 (June 30)631holders −9
55new positions
66sold out
6famous investors
$380.92avg. 13F price*
At the end of Q2 2024, 631 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, down 9 from Q1 2024. 55 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock Inc. ($1.5B) and Wellington Management Group LLP ($1.5B). 6 famous investors held it, including Cliff Asness (0.6% of AQR Capital Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Jeremy Grantham (0.0% of GMO'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $60.1M |
| Exits | 66 | $224.2M |
All 13F filers, Q1 2024 → Q2 2024: 2,233,300 shares bought and 2,534,049 shares sold, net −300,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 631 holders
| Vanguard Group Inc. | 0.04% | Add +0.3% | 5,344,378 | $2.0B |
| BlackRock Inc. | 0.03% | Add +6.6% | 3,993,269 | $1.5B |
| Wellington Management Group LLP | 0.27% | Reduce -2.5% | 3,888,997 | $1.5B |
| State Street Corp. | 0.03% | Reduce -0.2% | 1,931,945 | $736.1M |
| Franklin Resources Inc. | 0.15% | Reduce -0.1% | 1,281,985 | $488.5M |
| Boston Partners | 0.58% | Add +2.6% | 1,228,678 | $468.1M |
| Geode Capital Management, LLC | 0.04% | Add +9.3% | 1,139,580 | $434.6M |
| AQR Capital Management | 0.60% | Add +1.8% | 1,032,479 | $393.4M |
| Champlain Investment Partners, LLC | 2.21% | Add +4.2% | 944,350 | $359.8M |
| Norges Bank | 0.05% | Add +48.5% | 897,523 | $342.0M |
| Nuveen Asset Management, LLC | 0.09% | Reduce -5.3% | 800,244 | $304.9M |
| Invesco Ltd. | 0.06% | Add +45.3% | 789,040 | $300.6M |
| Altrinsic Global Advisors LLC | 10.94% | Reduce -0.1% | 643,573 | $245.2M |
| William Blair Investment Management, LLC | 0.58% | Add +30.2% | 580,171 | $221.1M |
| Morgan Stanley | 0.02% | Reduce -3.5% | 542,627 | $206.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +7.7% | 535,121 | $203.9M |
| LSV Asset Management | 0.40% | Add +1.9% | 476,433 | $181.5M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -0.8% | 460,233 | $175.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.1% | 386,751 | $147.4M |
| Northern Trust Corp. | 0.02% | Reduce -6.5% | 374,984 | $142.9M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.4% | 368,372 | $142.2M |
| KBC Group NV | 0.42% | Add +15.9% | 362,411 | $138.1M |
| Legal & General Group Plc | 0.04% | Reduce -10.4% | 354,935 | $135.2M |
| Polar Capital Holdings Plc | 0.80% | Add +6.0% | 350,978 | $133.7M |
| Alliancebernstein L.P. | 0.05% | Reduce -12.7% | 346,781 | $132.1M |
| FMR LLC | 0.01% | Reduce -18.0% | 338,039 | $128.8M |
| Victory Capital Management Inc. | 0.12% | Add +3.8% | 296,049 | $112.8M |
| Assetmark, Inc. | 0.35% | Add +0.7% | 293,430 | $111.8M |
| Bank of New York Mellon Corp | 0.02% | Add +0.3% | 290,469 | $110.7M |
| Clearbridge Investments, LLC | 0.09% | Reduce -2.0% | 283,596 | $108.1M |
| First Trust Advisors LP | 0.10% | Add +24.4% | 247,329 | $94.2M |
| Earnest Partners LLC | 0.41% | Reduce -2.5% | 227,519 | $86.7M |
| California Public Employees Retirement System | 0.06% | Reduce -7.1% | 220,049 | $83.8M |
| Prana Capital Management, LP | 3.92% | Reduce -21.1% | 216,360 | $82.4M |
| Man Group plc | 0.22% | Add +102.7% | 208,175 | $79.3M |
| Barclays PLC | 0.04% | Add +31.7% | 199,922 | $76.2M |
| Los Angeles Capital Management LLC | 0.25% | Reduce -50.4% | 185,920 | $70.8M |
| Bank of America Corp. | 0.01% | Reduce -6.1% | 176,981 | $67.4M |
| Deutsche Bank AG | 0.03% | Add +24.3% | 170,748 | $65.1M |
| Johnson Investment Counsel Inc. | 0.68% | Add +6.0% | 169,134 | $64.4M |
| Amundi | 0.02% | Add +0.8% | 154,533 | $56.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.14% | Add +15.8% | 145,496 | $55.4M |
| Bank of Montreal | 0.02% | Add +9.0% | 140,574 | $53.8M |
| General American Investors Co. Inc. | 3.65% | Add +4.3% | 134,686 | $51.3M |
| Swiss National Bank | 0.03% | Reduce -0.8% | 128,900 | $49.1M |
| Regions Financial Corp. | 0.36% | Reduce -0.7% | 125,964 | $48.0M |
| APG Asset Management N.V. | 0.08% | Reduce -9.0% | 126,252 | $44.9M |
| Storebrand Asset Management As | 0.14% | Add +0.3% | 112,646 | $42.9M |
| American Century Companies Inc. | 0.03% | Add +19.3% | 110,303 | $42.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -2.0% | 108,407 | $41.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -41.2% | 107,681 | $41.0M |
| Qube Research & Technologies Ltd | 0.07% | Add +48.5% | 100,856 | $38.4M |
| Zimmer Partners, LP | 0.73% | Add +135.3% | 100,000 | $38.1M |
| TD Asset Management Inc | 0.03% | Add +9.3% | 95,376 | $36.3M |
| Clark Capital Management Group, Inc. | 0.27% | Add +2.0% | 94,623 | $36.1M |
| Systematic Financial Management LP | 1.09% | Reduce -6.6% | 94,568 | $36.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.2% | 94,121 | $35.9M |
| Sei Investments Co. | 0.05% | Reduce -1.4% | 93,773 | $35.7M |
| Robeco Institutional Asset Management B.V. | 0.08% | Reduce -15.1% | 92,568 | $35.3M |
| Royal Bank of Canada | 0.01% | Reduce -0.2% | 92,502 | $35.2M |
| FIL Ltd | 0.03% | Reduce -15.1% | 90,814 | $34.6M |
| UBS Group AG | 0.01% | Reduce -7.4% | 90,681 | $34.6M |
| Jacobs Levy Equity Management, Inc. | 0.14% | Reduce -25.1% | 88,404 | $33.7M |
| Schroder Investment Management Group | 0.04% | Reduce -12.4% | 84,213 | $32.1M |
| Renaissance Group LLC | 1.24% | Reduce -0.3% | 83,594 | $31.9M |
| National Pension Service | 0.04% | Add +4.4% | 83,275 | $31.7M |
| Mariner, LLC | 0.06% | Add +1.1% | 81,315 | $31.0M |
| Rhumbline Advisers | 0.03% | Reduce -1.5% | 80,335 | $30.6M |
| Zweig-DiMenna Associates LLC | 3.46% | Reduce -16.1% | 79,909 | $30.4M |
| Lazard Asset Management LLC | 0.04% | Add +7.7% | 72,916 | $27.8M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -29.9% | 69,561 | $26.5M |
| Two Sigma Investments, LP | 0.06% | Add +88.3% | 68,432 | $26.1M |
| Allianz Asset Management GmbH | 0.04% | Add +58.1% | 66,085 | $25.2M |
| Danske Bank A/S | 0.09% | Reduce -34.8% | 65,702 | $25.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -68.6% | 65,678 | $25.0M |
| California State Teachers Retirement System | 0.03% | Reduce -2.3% | 65,649 | $25.0M |
| Martingale Asset Management L P | 0.52% | Reduce -11.8% | 62,643 | $23.9M |
| TCTC Holdings, LLC | 0.80% | No change | 60,995 | $23.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +17.3% | 60,320 | $23.0M |
| South Dakota Investment Council | 0.46% | Add +85.8% | 58,339 | $22.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -77.7% | 56,818 | $21.6M |
| Capital Fund Management S.A. | 0.24% | Add +5.0% | 54,493 | $20.8M |
| Mackenzie Financial Corp. | 0.03% | Add +44.1% | 54,023 | $20.6M |
| New York State Teachers Retirement System | 0.04% | Reduce -5.2% | 53,024 | $20.2M |
| Frontier Capital Management Co. LLC | 0.19% | Add +5.6% | 51,536 | $19.6M |
| Scout Investments, Inc. | 0.52% | Reduce -7.4% | 51,151 | $19.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.8% | 51,074 | $19.5M |
| Deprince Race & Zollo Inc. | 0.43% | Reduce -1.2% | 50,440 | $19.2M |
| Cwm, LLC | 0.09% | Reduce -3.9% | 50,219 | $19.1M |
| Arnhold LLC | 2.01% | Reduce -0.3% | 49,890 | $19.0M |
| Clough Capital Partners L P | 2.05% | Add +50.5% | 49,353 | $18.8M |
| Citigroup Inc. | 0.02% | Add +2.8% | 49,085 | $18.7M |
| Millennium Management | 0.02% | Reduce -46.1% | 48,039 | $18.3M |
| Grace & White Inc. | 3.42% | Reduce -0.1% | 47,232 | $18.0M |
| HSBC Holdings PLC | 0.01% | Reduce -13.4% | 45,999 | $17.5M |
| Schonfeld Strategic Advisors LLC | 0.14% | Reduce -44.5% | 45,775 | $17.4M |
| BNP Paribas Financial Markets | 0.02% | Add +29.4% | 45,546 | $17.4M |
| Prospector Partners LLC | 1.95% | Add +0.8% | 43,293 | $16.5M |
| Hancock Whitney Corp. | 0.55% | Add +0.2% | 42,895 | $16.3M |
| Pathstone Holdings, LLC | 0.07% | Reduce -1.7% | 42,455 | $16.2M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -66.0% | 41,681 | $15.9M |
| Davis Selected Advisers | 0.09% | Reduce -0.8% | 40,889 | $15.6M |
| New York State Common Retirement Fund | 0.02% | Add +2.0% | 40,031 | $15.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -2.0% | 39,798 | $15.2M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +15.9% | 38,619 | $14.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +11.1% | 37,931 | $14.5M |
| QRG Capital Management, Inc. | 0.17% | Add +4.4% | 38,029 | $14.5M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -47.9% | 37,589 | $14.3M |
| Swedbank AB | 0.02% | Reduce -1.9% | 37,218 | $14.2M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -2.8% | 36,754 | $14.0M |
| Susquehanna International Group, LLP | 0.02% | Add +268.8% | 35,714 | $13.6M |
| Summit Global Investments | 0.98% | Add +40.9% | 35,685 | $13.6M |
| Royal London Asset Management Ltd. | 0.03% | Add +66.6% | 34,750 | $13.2M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +2.3% | 34,755 | $13.2M |
| LMCG Investments, LLC | 0.76% | Reduce -0.3% | 34,396 | $13.1M |
| Northwest & Ethical Investments L.P. | 0.37% | Add +3.3% | 33,940 | $12.9M |
| Boston Trust Walden Corp | 0.09% | Reduce -13.2% | 32,862 | $12.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -35.3% | 32,230 | $12.3M |
| Focus Partners Wealth | 0.04% | New | 32,225 | $12.3M |
| Andra AP-fonden | 0.21% | New | 32,200 | $12.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.2% | 32,021 | $12.2M |
| Te Ahumairangi Investment Management Ltd | 2.33% | Add +3.7% | 31,840 | $12.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -20.6% | 31,164 | $11.9M |
| State of Wisconsin Investment Board | 0.03% | Add +2.8% | 31,046 | $11.8M |
| NFC Investments, LLC | 3.32% | Add +0.2% | 30,390 | $11.6M |
| Moran Wealth Management, LLC | 0.38% | Reduce -34.9% | 30,353 | $11.6M |
| Macquarie Group Ltd. | 0.01% | Add +204.0% | 30,336 | $11.6M |
| Glenmede Trust Co. NA | 0.06% | Reduce -4.0% | 30,164 | $11.5M |
| Illinois Municipal Retirement Fund | 0.17% | Add +23.4% | 29,920 | $11.4M |
| Credit Agricole S A | 0.07% | Add +44.1% | 28,994 | $11.0M |
| Buckingham Capital Management, Inc. | 1.29% | Add +1.4% | 28,308 | $10.8M |
| Aberdeen Group plc | 0.02% | Add +16.2% | 28,252 | $10.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -23.8% | 27,911 | $10.6M |
| Nordea Investment Management AB | 0.01% | Reduce -0.2% | 27,207 | $10.4M |
| Natixis Advisors, LLC | 0.02% | Reduce -33.3% | 27,154 | $10.3M |
| Cerity Partners LLC | 0.03% | Reduce -1.4% | 25,822 | $9.8M |
| Interval Partners, LP | 0.29% | Reduce -57.4% | 25,551 | $9.7M |
| Corient Private Wealth LP | 0.02% | Add +39.1% | 24,900 | $9.5M |
| Wells Fargo & Company | 0.00% | Reduce -29.3% | 24,840 | $9.5M |
| Raymond James & Associates | 0.01% | Reduce -28.2% | 24,660 | $9.4M |
| Intech Investment Management LLC | 0.11% | Add +2.4% | 24,158 | $9.2M |
| Korea Investment CORP | 0.02% | Add +311.1% | 24,158 | $9.2M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -1.3% | 23,769 | $9.1M |
| Employees Retirement System of Texas | 0.10% | Add +14.5% | 23,748 | $9.0M |
| LS Investment Advisors, LLC | 1.41% | Reduce -1.1% | 23,636 | $9.0M |
| Bridgewater Associates | 0.05% | Add +15.5% | 23,463 | $8.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +209.4% | 23,129 | $8.8M |
| Susquehanna Fundamental Investments, LLC | 0.20% | New | 23,090 | $8.8M |
| Pictet Asset Management Holding SA | 0.01% | Add +5.3% | 22,138 | $8.4M |
| Toronto Dominion Bank | 0.01% | Reduce -14.2% | 21,373 | $8.1M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 21,019 | $8.0M |
| First Trust Investment Solutions L.P. | 1.08% | Reduce -7.5% | 20,195 | $7.7M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -22.7% | 19,791 | $7.5M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -38.0% | 19,246 | $7.3M |
| Voya Investment Management LLC | 0.01% | Add +6.1% | 18,908 | $7.2M |
| Leuthold Group, LLC | 0.82% | Reduce -0.9% | 18,571 | $7.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -0.5% | 17,565 | $6.7M |
| Mediolanum International Funds Ltd | 0.11% | Add +8.9% | 18,738 | $6.7M |
| Mutual of America Capital Management LLC | 0.07% | Add +7.0% | 17,062 | $6.5M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -2.9% | 17,000 | $6.5M |
| Asset Management One Co., Ltd. | 0.02% | Add +2.4% | 16,412 | $6.3M |
| Clear Harbor Asset Management, LLC | 0.54% | Add +3.9% | 16,115 | $6.1M |
| GMO | 0.02% | New | 15,618 | $6.0M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -36.2% | 15,376 | $5.9M |
| Rafferty Asset Management, LLC | 0.02% | Add +0.1% | 15,288 | $5.8M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -5.9% | 14,443 | $5.5M |
| Equitable Trust Co. | 0.37% | Add +61.1% | 14,281 | $5.4M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -11.4% | 14,268 | $5.4M |
| Amalgamated Bank | 0.05% | Add +19.7% | 14,129 | $5.4M |
| Manning & Napier Advisors LLC | 0.06% | — | 14,056 | $5.4M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.06% | — | 13,987 | $5.3M |
| Elevation Point Wealth Partners, LLC | 0.41% | Reduce -13.1% | 13,602 | $5.2M |
| Bank of Nova Scotia | 0.01% | Add +109.1% | 13,337 | $5.1M |
| PGGM Investments | 0.07% | Reduce -3.2% | 13,108 | $5.0M |
| State of Michigan Retirement System | 0.03% | Add +1.6% | 12,911 | $4.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -69.7% | 12,853 | $4.9M |
| Meritage Portfolio Management | 0.31% | Reduce -1.2% | 12,791 | $4.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +7.2% | 12,694 | $4.8M |
| Berger Financial Group, Inc | 0.38% | Add +0.4% | 12,658 | $4.8M |
| Two Sigma Advisers, LP | 0.01% | Add +303.2% | 12,500 | $4.8M |
| Aviva PLC | 0.01% | Reduce -3.7% | 12,485 | $4.8M |
| Mount Lucas Management LP | 1.66% | Add +3.4% | 12,286 | $4.7M |
| ProShare Advisors LLC | 0.01% | Add +3.0% | 12,213 | $4.7M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -2.0% | 12,134 | $4.6M |
| Van Den Berg Management I, Inc. | 1.36% | Add +69.1% | 12,024 | $4.6M |
| Arizona State Retirement System | 0.03% | Add +0.2% | 11,959 | $4.6M |
| MetLife Investment Management, LLC | 0.03% | Add +14.6% | 11,910 | $4.5M |
| Foster & Motley Inc. | 0.31% | Reduce -7.5% | 11,773 | $4.5M |
| Guggenheim Capital LLC | 0.03% | Add +21.9% | 11,729 | $4.5M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -17.5% | 11,632 | $4.4M |
| Bokf, NA | 0.08% | Reduce -13.1% | 11,576 | $4.4M |
| Federated Hermes, Inc. | 0.01% | Add +4.7% | 11,523 | $4.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +11.1% | 11,246 | $4.3M |
| Corebridge Financial, Inc. | 0.02% | — | 11,186 | $4.3M |
| IFM Investors Pty Ltd | 0.04% | Add +8.6% | 11,170 | $4.3M |
| Jane Street Group, LLC | 0.00% | Reduce -24.6% | 11,108 | $4.2M |
| Dupree Financial Group, LLC | 2.02% | Reduce -20.3% | 10,927 | $4.2M |
| Cary Street Partners Investment Advisory LLC | 0.17% | Add +0.4% | 10,919 | $4.2M |
| Sit Investment Associates Inc. | 0.10% | Reduce -48.1% | 10,827 | $4.1M |
| Fca Corp. | 1.25% | Reduce -1.7% | 10,263 | $3.9M |
| OMERS ADMINISTRATION Corp | 0.04% | New | 10,102 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.5% | 9,911 | $3.8M |
| Abn Amro Investment Solutions | 0.07% | Add +11.4% | 9,783 | $3.7M |
| Retirement Systems of Alabama | 0.01% | Add +0.1% | 9,587 | $3.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +0.2% | 9,546 | $3.6M |
| Quantinno Capital Management LP | 0.06% | Add +10.0% | 9,251 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.0% | 9,010 | $3.4M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -64.7% | 8,880 | $3.4M |
| Citadel Advisors | 0.00% | Add +69.7% | 8,850 | $3.4M |
| New Vernon Investment Management LLC | 4.33% | Reduce -50.0% | 8,757 | $3.3M |
| Continuum Advisory, LLC | 0.47% | Add +3.6% | 8,566 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -17.6% | 8,500 | $3.2M |
| Cibc World Markets Corp. | 0.02% | Reduce -40.0% | 8,358 | $3.2M |
| Twin Capital Management Inc. | 0.37% | Add +4.1% | 8,341 | $3.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +61.0% | 8,338 | $3.2M |
| Czech National Bank | 0.04% | Add +8.4% | 8,281 | $3.2M |
| Graphene Investments SAS | 1.96% | Reduce -11.8% | 8,200 | $3.1M |
| Alaska Permanent Fund Corp | 0.05% | Add +1.4% | 7,833 | $3.1M |
| Wedge Capital Management L L P | 0.05% | Add +1.5% | 8,053 | $3.1M |
| US Bancorp \de | 0.00% | Add +2.6% | 7,873 | $3.0M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +4.1% | 7,836 | $3.0M |
| California First Leasing Corp. | 1.32% | No change | 7,740 | $2.9M |
| Vista Investment Partners LLC | 0.99% | Add +1.7% | 7,733 | $2.9M |
| Cary Street Partners Asset Management LLC | 0.42% | Add +0.7% | 7,586 | $2.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -21.1% | 7,500 | $2.9M |
| DNB Asset Management AS | 0.01% | Add +5.9% | 7,404 | $2.8M |
| Public Sector Pension Investment Board | 0.02% | Add +7.2% | 7,344 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Add +25.6% | 7,272 | $2.8M |
| AXA S.A. | 0.01% | Reduce -20.8% | 7,142 | $2.7M |
| Utah Retirement Systems | 0.03% | Reduce -3.4% | 7,121 | $2.7M |
| Channel Wealth LLC | 0.98% | Add +10.5% | 7,109 | $2.7M |
| Xponance LLC | 0.03% | Add +0.1% | 6,991 | $2.7M |
| Gilman Hill Asset Management, LLC | 0.48% | Add +6.2% | 6,948 | $2.6M |
| Tredje AP-fonden | 0.02% | Reduce -1.6% | 6,747 | $2.6M |
| Alamar Capital Management, LLC | 1.55% | — | 6,709 | $2.6M |
| Agf Management Ltd. | 0.01% | Reduce -41.9% | 6,664 | $2.5M |
| Lighthouse Investment Partners, LLC | 0.14% | Reduce -34.1% | 6,651 | $2.5M |
| Kempner Capital Management Inc. | 1.31% | No change | 6,479 | $2.5M |
| New York Life Investment Management LLC | 0.02% | Add +1.0% | 6,475 | $2.5M |
| SG Americas Securities, LLC | 0.02% | Reduce -61.5% | 6,381 | $2.4M |
| Bright Futures Wealth Management, LLC. | 1.32% | Add +5.8% | 6,665 | $2.4M |
| Ostrum Asset Management | 0.21% | Reduce -7.2% | 6,245 | $2.4M |
| Seven Eight Capital, LP | 0.25% | Add +184.9% | 6,227 | $2.4M |
| Forsta Ap-Fonden | 0.02% | Reduce -63.7% | 6,200 | $2.4M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -2.8% | 6,181 | $2.4M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -0.5% | 6,084 | $2.3M |
| Anchor Capital Advisors LLC | 0.06% | Add +0.1% | 5,953 | $2.3M |
| CIBC Asset Management Inc | 0.01% | Add +0.9% | 5,849 | $2.2M |
| STRS Ohio | 0.01% | Add +5.7% | 5,725 | $2.2M |
| LBP Am SA | 0.09% | Add +76.1% | 5,699 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.2% | 5,687 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.0% | 5,605 | $2.1M |
| Natixis | 0.01% | Reduce -76.7% | 5,468 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Add +36.4% | 5,460 | $2.1M |
| Great Lakes Advisors, LLC | 0.02% | Add +82.8% | 5,419 | $2.1M |
| ING Groep NV | 0.01% | Reduce -1.8% | 5,375 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +9.0% | 5,316 | $2.0M |
| Edgestream Partners, L.P. | 0.10% | Reduce -49.7% | 5,251 | $2.0M |
| Trust Co. of Toledo NA | 0.29% | No change | 5,246 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.6% | 5,122 | $2.0M |
| Harbor Advisors LLC | 0.35% | No change | 5,000 | $1.9M |
| RBF Capital, LLC | 0.11% | No change | 5,000 | $1.9M |
| USS Investment Management Ltd | 0.02% | No change | 4,989 | $1.9M |
| Diversified Trust Co. | 0.05% | Add +22.2% | 4,984 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.4% | 4,947 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +12.7% | 4,915 | $1.9M |
| 1832 Asset Management L.P. | 0.00% | Reduce -15.0% | 4,906 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +5.3% | 4,803 | $1.8M |
| Delphi Management Inc. | 1.48% | Add +1.3% | 4,773 | $1.8M |
| Centiva Capital, LP | 0.09% | Add +627.3% | 4,764 | $1.8M |
| Daiwa Securities Group Inc. | 0.01% | Add +12.3% | 4,744 | $1.8M |
| Lowe Brockenbrough & Co. Inc. | 0.12% | Reduce -3.2% | 4,703 | $1.8M |
| Tidal Investments LLC | 0.02% | Add +14.2% | 4,558 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Add +52.0% | 4,555 | $1.7M |
| Blair William & Co. | 0.01% | Add +21.0% | 4,551 | $1.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.8% | 4,484 | $1.7M |
| Ingalls & Snyder LLC | 0.07% | Add +3.2% | 4,478 | $1.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +112.1% | 4,408 | $1.7M |
| Panagora Asset Management Inc. | 0.01% | Add +18.1% | 4,393 | $1.7M |
| Ethic Inc. | 0.04% | Add +15.4% | 4,371 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 4,339 | $1.7M |
| Globeflex Capital L P | 0.17% | No change | 4,307 | $1.6M |
| First Manhattan Co. Llc. | 0.01% | No change | 4,200 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -41.2% | 4,185 | $1.6M |
| J. Safra Sarasin Holding AG | 0.03% | — | 4,141 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 4,099 | $1.6M |
| Old National Bancorp | 0.04% | Reduce -13.9% | 3,977 | $1.5M |
| Candriam S.C.A. | 0.01% | Reduce -85.0% | 3,903 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -71.1% | 3,814 | $1.5M |
| Whittier Trust Co. | 0.02% | No change | 3,787 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +27.7% | 3,783 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.5% | 3,714 | $1.4M |
| Exchange Traded Concepts, LLC | 0.04% | Add +6.0% | 3,683 | $1.4M |
| Uncommon Cents Investing LLC | 0.43% | Add +5.5% | 3,630 | $1.4M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 3,594 | $1.4M |
| Hartford Investment Management Co. | 0.05% | Add +5.1% | 3,561 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 3,545 | $1.4M |
| FORA Capital, LLC | 0.16% | New | 3,515 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,455 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -8.0% | 3,403 | $1.3M |
| MBB Public Markets I LLC | 0.03% | New | 3,373 | $1.3M |
| Mizuho Securities USA LLC | 0.03% | New | 3,360 | $1.3M |
| Maryland State Retirement & Pension System | 0.02% | No change | 3,286 | $1.3M |
| Kentucky Retirement Systems | 0.04% | Reduce -0.6% | 3,275 | $1.2M |
| First Trust Direct Indexing L.P. | 0.08% | Add +7.8% | 3,209 | $1.2M |
| Achmea Investment Management B.V. | 0.02% | Add +17.9% | 3,204 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -36.2% | 3,196 | $1.2M |
| Strategic Investment Advisors / MI | 0.15% | Add +0.7% | 3,188 | $1.2M |
| Icon Advisers Inc. | 0.28% | No change | 3,200 | $1.2M |
| Handelsbanken Fonder AB | 0.01% | Reduce -59.1% | 3,084 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +40.8% | 2,980 | $1.1M |
| Vest Financial, LLC | 0.03% | Add +35.6% | 2,910 | $1.1M |
| Polianta Ltd | 0.56% | No change | 2,900 | $1.1M |
| Westpac Banking Corp. | 0.09% | Reduce -39.1% | 2,877 | $1.1M |
| Perpetual Ltd | 0.01% | Reduce -39.1% | 2,877 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -95.3% | 2,873 | $1.1M |
| BayBridge Capital Group, LLC | 0.85% | Add +2.9% | 2,842 | $1.1M |
| WealthTrust Asset Management, LLC | 0.77% | Add +1.6% | 2,770 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | New | 2,770 | $1.1M |
| Praxis Investment Management Inc. | 0.07% | No change | 2,840 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -66.1% | 2,687 | $1.0M |
| BNP Paribas | 0.05% | No change | 2,670 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -3.7% | 2,629 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -0.3% | 2,608 | $994K |
| Chesley Taft & Associates LLC | 0.05% | Reduce -1.7% | 2,592 | $988K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.7% | 2,581 | $983K |
| Creative Planning | 0.00% | Add +75.5% | 2,536 | $966K |
| Louisiana State Employees Retirement System | 0.02% | No change | 2,500 | $953K |
| Securian Asset Management, Inc. | 0.03% | No change | 2,486 | $947K |
| Verition Fund Management LLC | 0.01% | Reduce -37.9% | 2,476 | $943K |
| Empowered Funds, LLC | 0.02% | Add +12.1% | 2,464 | $939K |
| Gotham Asset Management | 0.01% | Add +6.1% | 2,443 | $931K |
| Two Sigma Securities, LLC | 0.04% | New | 2,421 | $922K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 2,418 | $921K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +103.4% | 2,382 | $908K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +0.2% | 2,374 | $905K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -70.4% | 2,373 | $904K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.1% | 2,418 | $902K |
| Commerce Bank | 0.01% | Add +40.4% | 2,363 | $900K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -7.9% | 2,354 | $897K |
| PAX Financial Group, LLC | 0.17% | Reduce -5.3% | 2,322 | $885K |
| True Wealth Design, LLC | 0.22% | Add +0.3% | 2,303 | $877K |
| Quantbot Technologies LP | 0.04% | New | 2,291 | $873K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -52.1% | 2,286 | $871K |
| Citadel Investment Advisory, Inc. | 0.49% | No change | 2,252 | $858K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.8% | 2,238 | $853K |
| Qsemble Capital Management, LP | 0.16% | Add +33.7% | 2,226 | $848K |
| New Mexico Educational Retirement Board | 0.03% | No change | 2,200 | $838K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.9% | 2,176 | $829K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +2.9% | 2,176 | $829K |
| Level Four Advisory Services, LLC | 0.04% | New | 2,113 | $805K |
| Synovus Financial Corp. | 0.01% | Add +1.1% | 2,108 | $803K |
| Wexford Capital LP | 0.20% | Add +40.0% | 2,100 | $800K |
| Transatlantique Private Wealth LLC | 0.33% | Add +2.4% | 2,110 | $799K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Add +13.7% | 2,087 | $795K |
| HB Wealth Management, LLC | 0.01% | New | 2,059 | $785K |
| Daymark Wealth Partners, LLC | 0.04% | No change | 2,050 | $781K |
| Neuberger Berman Group LLC | 0.00% | Add +2.2% | 2,011 | $766K |
| Dakota Wealth Management | 0.02% | Add +1.3% | 2,010 | $766K |
| Traynor Capital Management, Inc. | 0.06% | Add +9.9% | 1,997 | $761K |
| Greenwood Capital Associates LLC | 0.10% | Add +2.1% | 1,982 | $755K |
| Lingohr Asset Management GmbH | 1.87% | No change | 1,962 | $748K |
| Elevated Capital Advisors, LLC | 0.21% | Add +14.2% | 1,951 | $743K |
| Vontobel Holding Ltd. | 0.00% | No change | 1,922 | $732K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 1,905 | $726K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 1,907 | $726K |
| Capital Insight Partners, LLC | 0.13% | Add +2.5% | 1,856 | $707K |
| National Bank of Canada | 0.00% | Add +0.2% | 1,854 | $701K |
| TFB Advisors LLC | 0.22% | Add +0.5% | 1,790 | $682K |
| Perigon Wealth Management, LLC | 0.02% | Add +10.3% | 1,775 | $676K |
| Swiss Life Asset Management Ltd | 0.01% | Add +105.8% | 1,768 | $674K |
| Legend Financial Advisors, Inc. | 0.48% | Add +1.6% | 1,765 | $673K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 1,747 | $666K |
| Chartwell Investment Partners, LLC | 0.02% | Reduce -53.8% | 1,729 | $659K |
| Advisors Asset Management, Inc. | 0.01% | Add +6.5% | 1,686 | $642K |
| Unison Advisors LLC | 0.08% | Add +0.4% | 1,648 | $628K |
| Bank of Stockton | 0.19% | Reduce -5.6% | 1,610 | $613K |
| NewEdge Advisors, LLC | 0.00% | Add +52.2% | 1,609 | $613K |
| CSS LLC | 0.13% | Add +60.0% | 1,600 | $610K |
| Acadian Asset Management LLC | 0.00% | New | 1,581 | $601K |
| Nebula Research & Development LLC | 0.09% | Add +19.1% | 1,535 | $585K |
| Argent Trust Co | 0.03% | No change | 1,535 | $585K |
| Norinchukin Bank, The | 0.02% | Add +2.2% | 1,531 | $583K |
| MeadowBrook Investment Advisors LLC | 0.55% | Add +0.2% | 1,503 | $573K |
| Cresset Asset Management, LLC | 0.00% | Add +10.1% | 1,502 | $572K |
| Aull & Monroe Investment Management Corp | 0.28% | No change | 1,500 | $572K |
| Trail Ridge Investment Advisors, LLC | 0.28% | Add +34.9% | 1,446 | $551K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -1.0% | 1,435 | $546K |
| First Hawaiian Bank | 0.02% | Reduce -0.2% | 1,420 | $541K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +0.9% | 1,410 | $537K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -2.1% | 1,402 | $534K |
| Metis Global Partners, LLC | 0.02% | Reduce -1.1% | 1,369 | $522K |
| Rowlandmiller & Partners.adv | 0.11% | No change | 1,345 | $512K |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -52.1% | 1,320 | $503K |
| Avantax Advisory Services, Inc. | 0.00% | Add +86.9% | 1,314 | $501K |
| E&G Advisors, LLC | 0.15% | Reduce -2.2% | 1,315 | $500K |
| Investment Management Corp of Ontario | 0.01% | Reduce -80.5% | 1,302 | $496K |
| New Wave Wealth Advisors LLC | 0.27% | — | 1,299 | $495K |
| Erste Asset Management GmbH | 0.01% | No change | 1,300 | $495K |
| Mather Group, Llc. | 0.01% | Reduce -15.8% | 1,240 | $493K |
| Ossiam | 0.01% | Reduce -49.1% | 1,293 | $493K |
| Heron Bay Capital Management | 0.10% | New | 1,291 | $492K |
| Axq Capital, LP | 0.11% | Reduce -54.1% | 1,286 | $490K |
| ClearAlpha Technologies LP | 0.19% | Reduce -38.2% | 1,270 | $484K |
| Huntington National Bank | 0.00% | Add +2.0% | 1,249 | $476K |
| Center For Asset Management LLC | 0.31% | Add +3.6% | 1,243 | $474K |
| Csenge Advisory Group | 0.03% | Add +2.2% | 1,239 | $472K |
| Stephens Inc. | 0.01% | Add +4.8% | 1,235 | $471K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.5% | 1,230 | $469K |
| Greenleaf Trust | 0.00% | Reduce -9.0% | 1,227 | $468K |
| Sanctuary Advisors, LLC | 0.00% | — | 1,277 | $466K |
| Principal Securities, Inc. | 0.01% | Add +4.1% | 1,219 | $464K |
| iSAM Funds (UK) Ltd | 0.35% | New | 1,217 | $464K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 1,214 | $463K |
| Cozad Asset Management Inc. | 0.05% | Reduce -0.8% | 1,205 | $459K |
| Walleye Capital LLC | 0.01% | Add +39.3% | 1,194 | $455K |
| Checchi Capital Advisers, LLC | 0.04% | Add +1.6% | 1,169 | $445K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 1,166 | $444K |
| Teza Capital Management LLC | 0.05% | New | 1,165 | $444K |
| Wellington Shields & Co., LLC | 0.14% | No change | 1,100 | $419K |
| MAI Capital Management | 0.00% | Reduce -2.2% | 1,037 | $395K |
| D.A. Davidson & Co. | 0.00% | Reduce -17.5% | 1,031 | $393K |
| Pitcairn Co. | 0.02% | Add +4.5% | 1,017 | $387K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -7.0% | 1,017 | $387K |
| Chesapeake Asset Management LLC | 0.37% | No change | 1,004 | $383K |
| Mgo One Seven LLC | 0.02% | Add +5.2% | 1,004 | $383K |
| Fifth Third Bancorp | 0.00% | Add +8.3% | 1,001 | $381K |
| Cutter & CO Brokerage, Inc. | 0.09% | Add +5.2% | 1,001 | $381K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +2.8% | 992 | $378K |
| Keybank National Association | 0.00% | Reduce -3.6% | 943 | $359K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -11.1% | 942 | $359K |
| Integrated Wealth Concepts LLC | 0.00% | Add +34.0% | 937 | $357K |
| Ieq Capital, LLC | 0.00% | Add +3.4% | 913 | $348K |
| Vestcor Inc | 0.01% | No change | 911 | $347K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 910 | $347K |
| Alps Advisors Inc. | 0.00% | Reduce -0.7% | 909 | $346K |
| Westwood Holdings Group Inc. | 0.00% | No change | 901 | $343K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.0% | 898 | $342K |
| Asahi Life Asset Management Co., LTD. | 0.23% | New | 870 | $331K |
| Blueshift Asset Management, LLC | 0.11% | New | 861 | $328K |
| GTS Securities LLC | 0.01% | New | 858 | $327K |
| Arkadios Wealth Advisors | 0.02% | Add +52.9% | 856 | $326K |
| Clarius Group, LLC | 0.02% | Reduce -1.9% | 853 | $325K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 850 | $324K |
| Teacher Retirement System of Texas | 0.00% | Reduce -92.6% | 846 | $322K |
| MML Investors Services, LLC | 0.00% | Reduce -80.8% | 846 | $322K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.9% | 835 | $318K |
| Abacus Planning Group, Inc. | 0.06% | New | 832 | $317K |
| Inceptionr LLC | 0.09% | Reduce -66.8% | 829 | $316K |
| Lester Murray Antman dba SimplyRich | 0.09% | New | 788 | $300K |
| Trivium Point Advisory, LLC | 0.04% | New | 770 | $293K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +15.8% | 754 | $287K |
| Clare Market Investments LLC | 0.08% | Reduce -6.3% | 750 | $286K |
| Banque Cantonale Vaudoise | 0.01% | Add +4.6% | 745 | $284K |
| Ramirez Asset Management, Inc. | 0.06% | No change | 740 | $282K |
| Relative Value Partners Group, LLC | 0.04% | New | 734 | $280K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -80.3% | 734 | $280K |
| Bessemer Group Inc. | 0.00% | Reduce -21.1% | 727 | $278K |
| Ancora Advisors LLC | 0.01% | No change | 725 | $276K |
| American Trust | 0.02% | Reduce -44.4% | 720 | $274K |
| DoubleLine ETF Adviser LP | 0.07% | Reduce -3.9% | 716 | $273K |
| Peloton Wealth Strategists | 0.11% | New | 715 | $272K |
| V-Square Quantitative Management LLC | 0.04% | Reduce -3.0% | 709 | $270K |
| Paragon Capital Management Ltd | 0.05% | New | 708 | $270K |
| Hyman Charles D | 0.01% | No change | 700 | $267K |
| Credit Capital Investments LLC | 0.33% | Reduce -6.7% | 700 | $267K |
| Moors & Cabot, Inc. | 0.01% | Reduce -30.1% | 695 | $265K |
| GAMMA Investing LLC | 0.04% | Add +57.3% | 689 | $263K |
| iA Global Asset Management Inc. | 0.01% | Add +2.7% | 682 | $260K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.7% | 680 | $259K |
| HFG Advisors, Inc. | 0.24% | Reduce -18.2% | 675 | $257K |
| Leonteq Securities AG | 0.04% | Add +31.3% | 672 | $256K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 671 | $256K |
| Red Door Wealth Management, LLC | 0.04% | No change | 669 | $255K |
| AlphaCentric Advisors LLC | 0.18% | Add +2.2% | 659 | $251K |
| Texas Yale Capital Corp. | 0.01% | No change | 650 | $248K |
| Quent Capital, LLC | 0.03% | Add +0.2% | 637 | $243K |
| Horizon Investments, LLC | 0.01% | Add +0.9% | 636 | $242K |
| Lifeworks Advisors, LLC | 0.07% | New | 631 | $241K |
| Profund Advisors LLC | 0.01% | Reduce -2.0% | 631 | $240K |
| Smithfield Trust Co | 0.01% | No change | 630 | $240K |
| Nomura Holdings Inc. | 0.00% | New | 627 | $239K |
| Coldstream Capital Management Inc. | 0.01% | Add +15.7% | 625 | $238K |
| Lido Advisors, LLC | 0.00% | Reduce -42.0% | 611 | $233K |
| Parallel Advisors, LLC | 0.01% | Add +19.3% | 611 | $233K |
| Wedmont Private Capital | 0.01% | Reduce -0.8% | 609 | $232K |
| Aigen Investment Management, LP | 0.04% | New | 608 | $232K |
| NEOS Investment Management LLC | 0.01% | No change | 605 | $231K |
| Ascent Group, LLC | 0.02% | Reduce -7.7% | 586 | $223K |
| Stevens Capital Management LP | 0.07% | New | 580 | $221K |
| Darwin Wealth Management, LLC | 0.11% | Add +13.0% | 573 | $218K |
| Atria Investments, Inc | 0.00% | New | 571 | $218K |
| Edge Capital Group, LLC | 0.01% | No change | 553 | $211K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +1.1% | 549 | $209K |
| Somerset Trust Co | 0.09% | Add +2.8% | 546 | $208K |
| Burney Co./ | 0.01% | New | 545 | $208K |
| Dynasty Wealth Management, LLC | 0.01% | Add +2.9% | 542 | $207K |
| Symmetry Partners, LLC | 0.01% | Reduce -28.5% | 528 | $201K |
| IFP Advisors, Inc | 0.01% | Reduce -4.5% | 512 | $195K |
| Webster Bank, N. A. | 0.02% | No change | 500 | $191K |
| PEAK6 Investments LLC | 0.01% | Reduce -77.1% | 499 | $190K |
| CENTRAL TRUST Co | 0.00% | Reduce -18.6% | 491 | $187K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 482 | $184K |
| Covestor Ltd | 0.12% | Add +198.1% | 477 | $182K |
| Grove Bank & Trust | 0.03% | Reduce -1.4% | 427 | $163K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -55.4% | 409 | $155K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.7% | 407 | $155K |
| Van Eck Associates Corp. | 0.00% | New | 397 | $151K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -14.4% | 356 | $136K |
| Signaturefd, LLC | 0.00% | Add +31.1% | 354 | $135K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 345 | $131K |
| Steph & Co. | 0.04% | Add +0.9% | 342 | $130K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +59.7% | 337 | $128K |
| Quadrant Capital Group LLC | 0.01% | Reduce -6.1% | 276 | $105K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.1% | 252 | $99K |
| Asset Dedication, LLC | 0.01% | No change | 250 | $95K |
| Colonial Trust Co / SC | 0.02% | No change | 246 | $94K |
| Versant Capital Management, Inc | 0.02% | No change | 239 | $91K |
| Avior Wealth Management, LLC | 0.00% | Reduce -30.3% | 237 | $90K |
| Headlands Technologies LLC | 0.01% | New | 236 | $90K |
| CI Investments Inc. | 0.00% | Reduce -59.1% | 228 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.4% | 220 | $83K |
| Loomis Sayles & Co. L P | 0.00% | Add +0.9% | 215 | $82K |
| Arax Advisory Partners | 0.01% | New | 201 | $77K |
| First Financial Corp. | 0.04% | No change | 200 | $76K |
| EntryPoint Capital, LLC | 0.04% | Add +42.5% | 198 | $75K |
| Sentry Investment Management LLC | 0.03% | Reduce -16.8% | 188 | $72K |
| Global Retirement Partners, LLC | 0.00% | Add +6.8% | 188 | $72K |
| Blue Trust, Inc. | 0.00% | Add +92.9% | 162 | $64K |
| Key Financial Inc | 0.01% | No change | 159 | $61K |
| Penserra Capital Management LLC | 0.00% | Add +2.0% | 156 | $59K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 153 | $58K |
| State of Wyoming | 0.01% | Reduce -79.6% | 149 | $57K |
| Parkside Financial Bank & Trust | 0.01% | No change | 135 | $51K |
| Hollencrest Capital Management | 0.00% | No change | 135 | $51K |
| Toth Financial Advisory Corp. | 0.01% | No change | 130 | $50K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 129 | $49K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 128 | $49K |
| Lindbrook Capital, LLC | 0.00% | Add +67.6% | 119 | $45K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +36.9% | 115 | $44K |
| Janiczek Wealth Management, LLC | 0.01% | Add +44.7% | 110 | $42K |
| Montag A & Associates Inc. | 0.00% | No change | 110 | $42K |
| Thompson Investment Management, Inc. | 0.01% | No change | 104 | $40K |
| Old Second National Bank of Aurora | 0.01% | New | 103 | $39K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 100 | $38K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 94 | $36K |
| DT Investment Partners, LLC | 0.00% | Add +11.0% | 91 | $35K |
| Private Trust Co. NA | 0.00% | Reduce -2.3% | 87 | $33K |
| Clearstead Advisors, LLC | 0.00% | No change | 87 | $33K |
| Venturi Wealth Management, LLC | 0.00% | Add +616.7% | 86 | $33K |
| Cromwell Holdings LLC | 0.02% | — | 82 | $31K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 80 | $30K |
| Heritage Wealth Advisors | 0.00% | No change | 80 | $30K |
| Allworth Financial LP | 0.00% | Add +8.7% | 75 | $29K |
| American National Bank & Trust | 0.00% | New | 70 | $27K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 64 | $24K |
| Jones Financial Companies LLLP | 0.00% | Add +20.8% | 64 | $24K |
| Nvwm, LLC | 0.01% | Add +10.5% | 63 | $24K |
| Caldwell Trust Co | 0.00% | No change | 62 | $24K |
| UMB Bank, n.a. | 0.00% | New | 59 | $22K |
| Piscataqua Savings Bank | 0.02% | No change | 56 | $21K |
| Riverview Trust Co | 0.02% | No change | 55 | $21K |
| Richardson Financial Services Inc. | 0.02% | No change | 55 | $21K |
| TD Private Client Wealth LLC | 0.00% | Reduce -41.2% | 50 | $19K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -25.8% | 46 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 46 | $18K |
| First Horizon Advisors, Inc. | 0.00% | Add +22.2% | 44 | $17K |
| Barrett & Company, Inc. | 0.01% | No change | 40 | $15K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +270.0% | 37 | $14K |
| Chelsea Counsel Co. | 0.01% | No change | 35 | $13K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 35 | $13K |
| Private Wealth Management Group, LLC | 0.01% | Add +266.7% | 33 | $13K |
| Family Firm, Inc. | 0.00% | New | 32 | $12K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +23.1% | 32 | $12K |
| MV Capital Management, Inc. | 0.00% | Add +23.1% | 32 | $12K |
| Caitlin John, LLC | 0.01% | No change | 32 | $12K |
| CVA Family Office, LLC | 0.00% | Add +3.3% | 31 | $12K |
| Ransom Advisory, Ltd | 0.01% | New | 30 | $11K |
| GW&K Investment Management, LLC | 0.00% | Add +27.3% | 28 | $11K |
| WealthCollab, LLC | 0.01% | Add +211.1% | 28 | $11K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 27 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $10K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +85.7% | 26 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 25 | $10K |
| Dogwood Wealth Management LLC | 0.01% | New | 22 | $8K |
| Tyler-Stone Wealth Management | 0.00% | New | 19 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -40.6% | 19 | $7K |
| Manchester Capital Management LLC | 0.00% | Add +5.9% | 18 | $7K |
| Sachetta, LLC | 0.00% | Add +15.4% | 15 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 14 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 12 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +85.7% | 13 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 13 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 13 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -50.0% | 13 | $5K |
| Winch Advisory Services, LLC | 0.00% | New | 13 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $5K |
| Wetzel Investment Advisors, Inc. | 0.00% | Reduce -66.7% | 12 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -7.7% | 12 | $5K |
| SJS Investment Consulting Inc. | 0.00% | No change | 10 | $4K |
| RFP Financial Group LLC | 0.00% | No change | 10 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 10 | $4K |
| WR Wealth Planners, LLC | 0.00% | Reduce -18.2% | 9 | $3K |
| Hobbs Group Advisors, LLC | 0.00% | — | 8 | $3K |
| Financial Connections Group, Inc. | 0.00% | No change | 9 | $3K |
| DiNuzzo Private Wealth, 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 |
| Private Ocean, LLC | 0.00% | New | 6 | $2K |
| Spire Wealth Management | 0.00% | Add +20.0% | 6 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 5 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 5 | $2K |
| Larson Financial Group LLC | 0.00% | Add +400.0% | 5 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 5 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | New | 4 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 3 | $1K |
| Aspect Partners, LLC | 0.00% | No change | 3 | $1K |
| Investors Research Corp | 0.00% | No change | 3 | $1K |
| Valley National Advisers Inc. | 0.00% | Add +66.7% | 5 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2 | $763 |
| Raleigh Capital Management Inc. | 0.00% | No change | 2 | $762 |
| Rothschild Investment LLC | 0.00% | Reduce -50.0% | 2 | $762 |
| Country Trust Bank | 0.00% | New | 2 | $762 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -33.3% | 2 | $713 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $447 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $382 |
| Highline Wealth Partners LLC | 0.00% | No change | 1 | $381 |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.8% | 1 | $381 |
| Y.D. More Investments Ltd | 0.00% | New | 32 | $32 |
| Avion Wealth | 0.00% | Add +100.0% | 2 | $0 |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.