Everest GroupEG
13F holders, Q3 2024 (September 30)674holders +43
91new positions
48sold out
8famous investors
$391.39avg. 13F price*
At the end of Q3 2024, 674 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, up 43 from Q2 2024. 91 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.5B) and Wellington Management Group LLP ($864.3M). 8 famous investors held it, including Cliff Asness (0.5% of AQR Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Everest Group Ltd.
- Sector
- Finance
- CUSIP
- G3223R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $312.1M |
| Exits | 48 | $38.4M |
All 13F filers, Q2 2024 → Q3 2024: 3,686,470 shares bought and 3,478,278 shares sold, net +208,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 674 holders
| Vanguard Group Inc. | 0.04% | Add +3.2% | 5,516,237 | $2.2B |
| BlackRock, Inc. | 0.03% | — | 3,794,905 | $1.5B |
| Wellington Management Group LLP | 0.15% | Reduce -43.3% | 2,205,733 | $864.3M |
| State Street Corp. | 0.03% | Reduce -0.8% | 1,916,390 | $750.9M |
| Boston Partners | 0.64% | Add +11.7% | 1,372,651 | $537.8M |
| Franklin Resources Inc. | 0.14% | Reduce -0.4% | 1,277,067 | $509.1M |
| Geode Capital Management, LLC | 0.04% | Add +1.4% | 1,155,760 | $453.8M |
| Norges Bank | 0.06% | Add +15.7% | 1,038,137 | $406.8M |
| Champlain Investment Partners, LLC | 2.19% | Reduce -2.2% | 923,930 | $362.0M |
| AQR Capital Management | 0.45% | Reduce -19.0% | 836,216 | $327.7M |
| Nuveen Asset Management, LLC | 0.09% | Reduce -3.4% | 772,830 | $302.8M |
| First Trust Advisors LP | 0.28% | Add +199.2% | 739,934 | $289.9M |
| Invesco Ltd. | 0.06% | Reduce -7.5% | 729,849 | $286.0M |
| Morgan Stanley | 0.02% | Add +15.4% | 626,323 | $245.4M |
| Altrinsic Global Advisors LLC | 10.41% | Reduce -2.9% | 624,642 | $244.8M |
| William Blair Investment Management, LLC | 0.56% | Add +0.3% | 581,787 | $228.0M |
| Dimensional Fund Advisors LP | 0.05% | Add +4.5% | 558,994 | $219.0M |
| Massachusetts Financial Services Co. | 0.06% | Add +6.6% | 490,691 | $192.3M |
| LSV Asset Management | 0.37% | Reduce -7.8% | 439,197 | $172.1M |
| FMR LLC | 0.01% | Add +21.5% | 410,861 | $161.0M |
| Assetmark, Inc. | 0.46% | Add +39.7% | 409,989 | $160.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.9% | 383,060 | $150.1M |
| Northern Trust Corp. | 0.02% | Reduce -2.5% | 365,632 | $143.3M |
| Polar Capital Holdings Plc | 0.68% | Add +2.6% | 360,000 | $141.1M |
| Legal & General Group Plc | 0.04% | Reduce -1.0% | 351,397 | $137.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +442.4% | 308,155 | $120.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.6% | 276,981 | $108.5M |
| Clearbridge Investments, LLC | 0.08% | Reduce -3.1% | 274,735 | $107.6M |
| Millennium Management | 0.09% | Add +452.9% | 265,626 | $104.1M |
| Victory Capital Management Inc. | 0.10% | Reduce -11.4% | 262,402 | $102.8M |
| Vulcan Value Partners, LLC | 1.69% | New | 258,141 | $101.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -33.7% | 244,243 | $95.7M |
| Earnest Partners LLC | 0.39% | Add +0.0% | 227,587 | $89.2M |
| Bank of America Corp. | 0.01% | Add +23.1% | 217,919 | $85.4M |
| Barclays PLC | 0.04% | Add +7.0% | 213,914 | $83.8M |
| Amundi | 0.03% | Add +43.6% | 221,921 | $82.9M |
| UBS Group AG | 0.02% | Add +132.6% | 210,942 | $82.7M |
| Alliancebernstein L.P. | 0.03% | Reduce -40.3% | 206,968 | $81.1M |
| California Public Employees Retirement System | 0.06% | Reduce -7.8% | 202,984 | $79.5M |
| Bank of Montreal | 0.04% | Add +41.8% | 199,361 | $78.8M |
| Deutsche Bank AG | 0.03% | Add +6.1% | 181,238 | $71.0M |
| Johnson Investment Counsel Inc. | 0.68% | Add +4.8% | 177,343 | $69.5M |
| Citadel Advisors | 0.07% | Add +1835.5% | 171,289 | $67.1M |
| KBC Group NV | 0.20% | Reduce -53.2% | 169,524 | $66.4M |
| Prana Capital Management, LP | 2.81% | Reduce -27.5% | 156,881 | $61.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.14% | Add +2.7% | 149,362 | $58.5M |
| General American Investors Co. Inc. | 3.67% | No change | 134,686 | $52.8M |
| Swiss National Bank | 0.03% | Reduce -0.1% | 128,800 | $50.5M |
| Zimmer Partners, LP | 0.93% | Add +26.2% | 126,224 | $49.5M |
| Regions Financial Corp. | 0.35% | Reduce -0.7% | 125,036 | $49.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +7.7% | 116,752 | $45.7M |
| BNP Paribas Financial Markets | 0.04% | Add +151.9% | 114,712 | $44.9M |
| American Century Companies Inc. | 0.03% | Add +3.4% | 114,078 | $44.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.0% | 113,102 | $44.3M |
| Man Group plc | 0.13% | Reduce -46.3% | 111,734 | $43.8M |
| Storebrand Asset Management As | 0.14% | Reduce -2.5% | 109,806 | $43.0M |
| Systematic Financial Management LP | 1.04% | Add +10.2% | 104,235 | $40.8M |
| FIL Ltd | 0.04% | Add +14.3% | 103,826 | $40.7M |
| National Pension Service | 0.04% | Add +24.1% | 103,315 | $40.5M |
| Sei Investments Co. | 0.05% | Add +9.9% | 103,031 | $40.4M |
| Los Angeles Capital Management LLC | 0.16% | Reduce -45.3% | 101,743 | $39.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.0% | 98,794 | $38.7M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -2.7% | 98,123 | $38.4M |
| Mackenzie Financial Corp. | 0.05% | Add +81.3% | 97,960 | $38.4M |
| Clark Capital Management Group, Inc. | 0.26% | Add +2.5% | 97,027 | $38.0M |
| Two Sigma Investments, LP | 0.09% | Add +40.6% | 96,240 | $37.7M |
| APG Asset Management N.V. | 0.24% | Reduce -19.3% | 101,935 | $35.8M |
| Robeco Institutional Asset Management B.V. | 0.07% | Reduce -4.6% | 88,350 | $34.6M |
| Schroder Investment Management Group | 0.04% | Add +3.9% | 87,514 | $34.6M |
| Royal Bank of Canada | 0.01% | Reduce -5.7% | 87,194 | $34.2M |
| TD Asset Management Inc | 0.03% | Reduce -9.9% | 85,969 | $34.0M |
| Zweig-DiMenna Associates LLC | 3.18% | No change | 79,909 | $31.3M |
| JPMorgan Chase & Co. | 0.00% | Add +19.5% | 78,469 | $30.7M |
| South Dakota Investment Council | 0.60% | Add +34.0% | 78,185 | $30.6M |
| Rhumbline Advisers | 0.03% | Reduce -2.9% | 77,973 | $30.6M |
| Scout Investments, Inc. | 0.76% | Add +42.8% | 73,063 | $28.8M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Reduce -19.2% | 71,468 | $28.0M |
| Mariner, LLC | 0.05% | Reduce -18.2% | 66,527 | $26.1M |
| California State Teachers Retirement System | 0.03% | Reduce -2.6% | 63,909 | $25.0M |
| Woodline Partners LP | 0.21% | New | 63,157 | $24.7M |
| Lazard Asset Management LLC | 0.04% | Reduce -13.8% | 62,854 | $24.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +2.7% | 61,934 | $24.3M |
| TCTC Holdings, LLC | 0.81% | No change | 60,995 | $23.9M |
| Voloridge Investment Management, LLC | 0.09% | New | 60,413 | $23.7M |
| Martingale Asset Management L P | 0.54% | Reduce -3.8% | 60,247 | $23.6M |
| Danske Bank A/S | 0.08% | Reduce -9.6% | 59,423 | $23.3M |
| Clough Capital Partners L P | 2.29% | Add +15.8% | 57,163 | $22.4M |
| Deprince Race & Zollo Inc. | 0.42% | Add +9.9% | 55,442 | $21.7M |
| Arnhold LLC | 2.06% | Add +8.6% | 54,174 | $21.2M |
| Principal Financial Group Inc. | 0.01% | Add +5.5% | 53,892 | $21.1M |
| Tudor Investment Corporation | 0.23% | New | 53,718 | $21.0M |
| Citigroup Inc. | 0.02% | Add +5.9% | 51,962 | $20.4M |
| Renaissance Technologies | 0.03% | New | 51,300 | $20.1M |
| Frontier Capital Management Co. LLC | 0.19% | Reduce -2.6% | 50,189 | $19.7M |
| Cwm, LLC | 0.08% | Reduce -3.6% | 48,410 | $19.0M |
| New York State Teachers Retirement System | 0.04% | Reduce -10.8% | 47,305 | $18.5M |
| Grace & White Inc. | 3.38% | No change | 47,232 | $18.5M |
| Pathstone Holdings, LLC | 0.08% | Add +5.7% | 44,878 | $17.6M |
| Prospector Partners LLC | 1.84% | Add +0.5% | 43,501 | $17.0M |
| HSBC Holdings PLC | 0.01% | Reduce -6.8% | 42,846 | $16.8M |
| Hancock Whitney Corp. | 0.54% | Reduce -0.8% | 42,534 | $16.7M |
| Philadelphia Financial Management of San Francisco, LLC | 3.55% | New | 42,340 | $16.6M |
| Mercer Global Advisors Inc. | 0.04% | Add +2.5% | 38,877 | $15.4M |
| Davis Selected Advisers | 0.09% | Reduce -4.9% | 38,883 | $15.2M |
| QRG Capital Management, Inc. | 0.16% | Add +1.4% | 38,565 | $15.1M |
| Allianz Asset Management GmbH | 0.02% | Reduce -41.7% | 38,504 | $15.1M |
| Royal London Asset Management Ltd. | 0.04% | Add +9.8% | 38,173 | $15.0M |
| Susquehanna International Group, LLP | 0.03% | Add +6.7% | 38,094 | $14.9M |
| Summit Global Investments | 0.93% | Add +4.7% | 37,371 | $14.6M |
| Swedbank AB | 0.02% | Reduce -0.1% | 37,164 | $14.6M |
| GMO | 0.04% | Add +134.1% | 36,566 | $14.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -0.8% | 36,443 | $14.3M |
| Te Ahumairangi Investment Management Ltd | 2.49% | Add +13.4% | 36,095 | $14.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Reduce -9.9% | 35,857 | $14.0M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Reduce -7.4% | 35,756 | $14.0M |
| Northwest & Ethical Investments L.P. | 0.37% | Add +4.8% | 35,582 | $13.9M |
| State of Wisconsin Investment Board | 0.04% | Add +14.6% | 35,569 | $13.9M |
| DekaBank Deutsche Girozentrale | 0.03% | Reduce -2.0% | 34,044 | $13.5M |
| LMCG Investments, LLC | 0.81% | Reduce -0.2% | 34,326 | $13.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 33,994 | $13.3M |
| Illinois Municipal Retirement Fund | 0.19% | Add +13.0% | 33,797 | $13.2M |
| Andra AP-fonden | 0.19% | Add +2.8% | 33,100 | $13.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +2.1% | 32,906 | $12.9M |
| Boston Trust Walden Corp | 0.09% | Add +0.1% | 32,886 | $12.9M |
| Capital Fund Management S.A. | 0.14% | Reduce -40.1% | 32,631 | $12.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +3.1% | 32,133 | $12.6M |
| Raymond James & Associates | 0.01% | Add +29.6% | 31,966 | $12.5M |
| Bank of Nova Scotia | 0.03% | Add +136.4% | 31,531 | $12.4M |
| Macquarie Group Ltd. | 0.01% | Add +2.0% | 30,959 | $12.1M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -26.1% | 30,781 | $12.1M |
| NFC Investments, LLC | 3.43% | Add +0.2% | 30,445 | $11.9M |
| New York State Common Retirement Fund | 0.02% | Reduce -24.2% | 30,331 | $11.9M |
| Glenmede Trust Co. NA | 0.06% | Reduce -1.3% | 29,779 | $11.7M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -20.9% | 29,721 | $11.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +27.8% | 29,559 | $11.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.7% | 28,388 | $11.1M |
| Corient Private Wealth LP | 0.02% | Add +13.6% | 28,296 | $11.1M |
| Buckingham Capital Management, Inc. | 1.26% | Reduce -0.5% | 28,173 | $11.0M |
| Intech Investment Management LLC | 0.12% | Add +13.1% | 27,324 | $10.7M |
| Bridgewater Associates | 0.06% | Add +16.3% | 27,297 | $10.7M |
| Nordea Investment Management AB | 0.01% | Reduce -0.9% | 26,962 | $10.5M |
| Natixis Advisors, LLC | 0.02% | Reduce -2.7% | 26,410 | $10.3M |
| Cerity Partners LLC | 0.02% | Reduce -1.4% | 25,469 | $10.0M |
| Nisa Investment Advisors, LLC | 0.06% | Add +73.8% | 24,805 | $9.7M |
| SG Americas Securities, LLC | 0.04% | Add +284.8% | 24,556 | $9.6M |
| Focus Partners Wealth | 0.03% | Add +97.2% | 63,559 | $9.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -64.9% | 24,417 | $9.6M |
| Employees Retirement System of Texas | 0.10% | No change | 23,748 | $9.3M |
| Holocene Advisors, LP | 0.04% | New | 23,651 | $9.3M |
| LS Investment Advisors, LLC | 1.37% | Reduce -0.0% | 23,634 | $9.3M |
| Mediolanum International Funds Ltd | 0.13% | Add +25.1% | 23,440 | $9.2M |
| Pictet Asset Management Holding SA | 0.01% | Add +5.6% | 23,381 | $9.2M |
| Aberdeen Group plc | 0.02% | Reduce -17.3% | 23,355 | $9.2M |
| LPL Financial LLC | 0.00% | Add +10.9% | 23,313 | $9.1M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -2.3% | 23,231 | $9.1M |
| Toronto Dominion Bank | 0.01% | Add +1.0% | 21,585 | $8.5M |
| Two Sigma Advisers, LP | 0.02% | Add +65.6% | 20,700 | $8.1M |
| Campbell & CO Investment Adviser LLC | 0.59% | New | 20,116 | $7.9M |
| Mutual of America Capital Management LLC | 0.08% | Add +17.0% | 19,962 | $7.8M |
| Schonfeld Strategic Advisors LLC | 0.06% | Reduce -56.4% | 19,944 | $7.8M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -0.0% | 19,783 | $7.8M |
| Jane Street Group, LLC | 0.01% | Add +76.9% | 19,650 | $7.7M |
| Cubist Systematic Strategies, LLC | 0.12% | New | 19,615 | $7.7M |
| Public Employees Retirement System of Ohio | 0.03% | New | 19,461 | $7.6M |
| Lighthouse Investment Partners, LLC | 0.41% | Add +192.2% | 19,437 | $7.6M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.5% | 19,336 | $7.6M |
| AustralianSuper Pty Ltd | 0.04% | New | 18,316 | $7.2M |
| Leuthold Group, LLC | 0.79% | Reduce -2.9% | 18,025 | $7.1M |
| SPX Gestao de Recursos Ltda | 0.93% | New | 17,828 | $7.0M |
| First Trust Investment Solutions L.P. | 0.79% | Reduce -11.9% | 17,795 | $7.0M |
| Voya Investment Management LLC | 0.01% | Reduce -7.3% | 17,534 | $6.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.07% | — | 17,187 | $6.7M |
| Mn Services Vermogensbeheer B.V. | 0.05% | No change | 17,000 | $6.7M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -4.8% | 16,715 | $6.5M |
| Clear Harbor Asset Management, LLC | 0.54% | Add +3.4% | 16,667 | $6.5M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -0.6% | 16,314 | $6.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +22.1% | 15,693 | $6.1M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -1.6% | 15,138 | $5.9M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +2.7% | 14,836 | $5.8M |
| Interval Partners, LP | 0.17% | Reduce -42.0% | 14,824 | $5.8M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -4.0% | 14,671 | $5.7M |
| Manning & Napier Advisors LLC | 0.06% | Reduce -2.5% | 13,697 | $5.4M |
| Van Den Berg Management I, Inc. | 1.52% | Add +11.6% | 13,422 | $5.3M |
| PGGM Investments | 0.07% | No change | 13,108 | $5.1M |
| State of Michigan Retirement System | 0.02% | Reduce -0.8% | 12,811 | $5.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.8% | 12,789 | $5.0M |
| OneDigital Investment Advisors LLC | 0.06% | Add +4.7% | 12,708 | $5.0M |
| Aviva PLC | 0.01% | Add +1.8% | 12,705 | $5.0M |
| Berger Financial Group, Inc | 0.36% | Reduce -0.3% | 12,619 | $4.9M |
| Meritage Portfolio Management | 0.30% | Reduce -1.9% | 12,552 | $4.9M |
| Arizona State Retirement System | 0.03% | Add +4.1% | 12,451 | $4.9M |
| Credit Agricole S A | 0.03% | Reduce -57.2% | 12,399 | $4.9M |
| Lifeworks Advisors, LLC | 0.94% | Add +1843.7% | 12,265 | $4.8M |
| Korea Investment CORP | 0.01% | Reduce -49.7% | 12,148 | $4.8M |
| Federated Hermes, Inc. | 0.01% | Add +4.2% | 12,011 | $4.7M |
| ProShare Advisors LLC | 0.01% | Reduce -3.2% | 11,823 | $4.6M |
| Elevation Point Wealth Partners, LLC | 0.44% | Reduce -13.2% | 11,808 | $4.6M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.9% | 11,567 | $4.5M |
| Forsta Ap-Fonden | 0.03% | Add +83.9% | 11,400 | $4.5M |
| IFM Investors Pty Ltd | 0.04% | Add +0.3% | 11,208 | $4.4M |
| Wells Fargo & Company | 0.00% | Reduce -55.6% | 11,021 | $4.3M |
| Vinva Investment Management Ltd | 0.18% | New | 10,866 | $4.3M |
| Cary Street Partners Investment Advisory LLC | 0.16% | Reduce -0.5% | 10,863 | $4.3M |
| Corebridge Financial, Inc. | 0.02% | Reduce -3.2% | 10,825 | $4.2M |
| Shell Asset Management Co. | 0.18% | — | 10,698 | $4.2M |
| Fca Corp. | 1.25% | Add +1.2% | 10,390 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +2.3% | 10,143 | $4.0M |
| Twinbeech Capital LP | 0.07% | New | 9,690 | $3.8M |
| Empowered Funds, LLC | 0.06% | Add +290.5% | 9,622 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +404.8% | 9,617 | $3.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.2% | 9,473 | $3.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -1.3% | 9,420 | $3.7M |
| Natixis | 0.02% | Add +71.8% | 9,396 | $3.7M |
| Quantinno Capital Management LP | 0.05% | Add +0.7% | 9,311 | $3.6M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -20.7% | 9,227 | $3.6M |
| Abn Amro Investment Solutions | 0.06% | Reduce -6.3% | 9,168 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.0% | 9,006 | $3.5M |
| Foster & Motley Inc. | 0.22% | Reduce -24.3% | 8,917 | $3.5M |
| Canada Pension Plan Investment Board | 0.00% | No change | 8,880 | $3.5M |
| Continuum Advisory, LLC | 0.44% | Add +10.3% | 9,453 | $3.5M |
| Amalgamated Bank | 0.03% | Reduce -37.5% | 8,823 | $3.5M |
| Czech National Bank | 0.03% | Add +6.5% | 8,815 | $3.5M |
| New Vernon Investment Management LLC | 3.68% | No change | 8,757 | $3.4M |
| Equitable Trust Co. | 0.22% | Reduce -39.8% | 8,599 | $3.4M |
| Guggenheim Capital LLC | 0.02% | Reduce -27.0% | 8,567 | $3.4M |
| Cibc World Markets Corp. | 0.02% | Add +1.0% | 8,438 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -1.0% | 8,412 | $3.3M |
| Twin Capital Management Inc. | 0.37% | Reduce -0.4% | 8,311 | $3.3M |
| Graphene Investments SAS | 2.06% | No change | 8,200 | $3.2M |
| Lecap Asset Management Ltd. | 0.68% | New | 8,086 | $3.2M |
| DNB Asset Management AS | 0.01% | Add +8.7% | 8,047 | $3.2M |
| Agf Management Ltd. | 0.02% | Add +19.8% | 7,982 | $3.1M |
| US Bancorp \de | 0.00% | Add +1.0% | 7,953 | $3.1M |
| Wedge Capital Management L L P | 0.05% | Reduce -1.9% | 7,897 | $3.1M |
| Alaska Permanent Fund Corp | 0.04% | No change | 7,833 | $3.1M |
| Vista Investment Partners LLC | 0.98% | Add +1.1% | 7,819 | $3.1M |
| California First Leasing Corp. | 1.32% | No change | 7,740 | $3.0M |
| Point72 Hong Kong Ltd | 0.22% | New | 7,673 | $3.0M |
| USS Investment Management Ltd | 0.02% | Add +51.8% | 7,575 | $3.0M |
| Public Sector Pension Investment Board | 0.02% | Add +2.7% | 7,544 | $3.0M |
| Cary Street Partners Asset Management LLC | 0.39% | Reduce -0.7% | 7,536 | $3.0M |
| Aquatic Capital Management LLC | 0.08% | New | 7,520 | $2.9M |
| Jump Financial, LLC | 0.06% | New | 7,506 | $2.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 7,500 | $2.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -13.0% | 7,251 | $2.8M |
| Utah Retirement Systems | 0.03% | No change | 7,121 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Reduce -3.5% | 7,019 | $2.8M |
| Gilman Hill Asset Management, LLC | 0.46% | Add +0.9% | 7,008 | $2.7M |
| AXA S.A. | 0.01% | Reduce -2.4% | 6,971 | $2.7M |
| Channel Wealth LLC | 0.89% | Reduce -2.5% | 6,930 | $2.7M |
| Xponance LLC | 0.03% | Reduce -1.1% | 6,913 | $2.7M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -31.7% | 6,902 | $2.7M |
| Tredje AP-fonden | 0.02% | No change | 6,747 | $2.6M |
| Alamar Capital Management, LLC | 1.45% | Reduce -0.2% | 6,696 | $2.6M |
| Bright Futures Wealth Management, LLC. | 1.24% | Add +1.5% | 6,766 | $2.6M |
| Pine Valley Investments Ltd Liability Co | 0.18% | New | 6,510 | $2.6M |
| Kempner Capital Management Inc. | 1.30% | No change | 6,479 | $2.5M |
| New York Life Investment Management LLC | 0.02% | Reduce -1.1% | 6,403 | $2.5M |
| Ostrum Asset Management | 0.20% | Add +1.2% | 6,321 | $2.5M |
| CIBC Asset Management Inc | 0.01% | Add +7.9% | 6,309 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +1.2% | 6,257 | $2.5M |
| Strategic Investment Advisors / MI | 0.26% | Add +91.1% | 6,092 | $2.4M |
| Brandywine Global Investment Management, LLC | 0.02% | New | 5,957 | $2.4M |
| Anchor Capital Advisors LLC | 0.06% | Add +1.7% | 6,053 | $2.4M |
| Mount Lucas Management LP | 0.76% | Reduce -53.7% | 5,689 | $2.2M |
| Centiva Capital, LP | 0.10% | Add +18.6% | 5,651 | $2.2M |
| Janus Henderson Group PLC | 0.00% | No change | 5,605 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.5% | 5,545 | $2.2M |
| Weiss Asset Management LP | 0.08% | New | 5,474 | $2.1M |
| Diversified Trust Co. | 0.05% | Add +8.8% | 5,424 | $2.1M |
| Daiwa Securities Group Inc. | 0.01% | Add +13.7% | 5,392 | $2.1M |
| Kingsview Wealth Management, LLC | 0.04% | New | 5,297 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.0% | 5,293 | $2.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.1% | 5,279 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -1.2% | 5,254 | $2.1M |
| Trust Co. of Toledo NA | 0.28% | No change | 5,246 | $2.1M |
| Twin Tree Management, LP | 0.05% | New | 5,024 | $2.0M |
| Harbor Advisors LLC | 0.33% | No change | 5,000 | $2.0M |
| RBF Capital, LLC | 0.10% | No change | 5,000 | $2.0M |
| 1832 Asset Management L.P. | 0.00% | Add +0.9% | 4,951 | $1.9M |
| HRT Financial LP | 0.01% | New | 4,918 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -37.4% | 4,906 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Reduce -0.5% | 4,890 | $1.9M |
| UniSuper Management Pty Ltd | 0.01% | Add +2.8% | 4,683 | $1.8M |
| Ingalls & Snyder LLC | 0.07% | Add +4.2% | 4,664 | $1.8M |
| Lowe Brockenbrough & Co. Inc. | 0.12% | Reduce -1.0% | 4,655 | $1.8M |
| Blair William & Co. | 0.01% | Add +1.6% | 4,624 | $1.8M |
| Engineers Gate Manager LP | 0.04% | New | 4,597 | $1.8M |
| Quartz Partners, LLC | 1.12% | — | 4,578 | $1.8M |
| Synovus Financial Corp. | 0.02% | Add +116.4% | 4,561 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.2% | 4,520 | $1.8M |
| Point72 (DIFC) Ltd | 0.14% | New | 4,487 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -0.3% | 4,472 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -27.5% | 4,413 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +47.5% | 4,394 | $1.7M |
| Panagora Asset Management Inc. | 0.01% | Reduce -0.2% | 4,384 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +3.9% | 4,347 | $1.7M |
| Globeflex Capital L P | 0.16% | No change | 4,307 | $1.7M |
| Teza Capital Management LLC | 0.18% | Add +262.1% | 4,219 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | No change | 4,200 | $1.6M |
| Vest Financial, LLC | 0.03% | Add +43.9% | 4,188 | $1.6M |
| Sit Investment Associates Inc. | 0.04% | Reduce -61.5% | 4,172 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +82.1% | 4,163 | $1.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -24.6% | 4,115 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 4,099 | $1.6M |
| iSAM Funds (UK) Ltd | 0.89% | Add +231.2% | 4,031 | $1.6M |
| iA Global Asset Management Inc. | 0.03% | Add +491.1% | 4,031 | $1.6M |
| J. Safra Sarasin Holding AG | 0.03% | Reduce -3.0% | 4,017 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Add +2.7% | 3,885 | $1.5M |
| Quinn Opportunity Partners LLC | 0.15% | New | 3,872 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -12.2% | 3,870 | $1.5M |
| Ethic Inc. | 0.04% | Reduce -13.3% | 3,788 | $1.5M |
| Uncommon Cents Investing LLC | 0.42% | Add +5.0% | 3,810 | $1.5M |
| Whittier Trust Co. | 0.02% | No change | 3,787 | $1.5M |
| PEAK6 Investments LLC | 0.07% | Add +657.1% | 3,778 | $1.5M |
| Delphi Management Inc. | 1.34% | Reduce -20.9% | 3,778 | $1.5M |
| Candriam S.C.A. | 0.01% | Reduce -3.8% | 3,754 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.5% | 3,734 | $1.5M |
| Achmea Investment Management B.V. | 0.02% | Add +14.8% | 3,679 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 3,598 | $1.4M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | No change | 3,594 | $1.4M |
| Verition Fund Management LLC | 0.01% | Add +43.7% | 3,558 | $1.4M |
| Old National Bancorp | 0.03% | Reduce -11.7% | 3,510 | $1.4M |
| Hartford Investment Management Co. | 0.04% | Reduce -2.0% | 3,489 | $1.4M |
| Brevan Howard Capital Management LP | 0.07% | New | 3,472 | $1.4M |
| Quantbot Technologies LP | 0.05% | Add +48.2% | 3,396 | $1.3M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -4.5% | 3,385 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | New | 3,316 | $1.3M |
| Swiss Life Asset Management Ltd | 0.01% | Add +84.7% | 3,265 | $1.3M |
| Tidal Investments LLC | 0.01% | Reduce -29.3% | 3,225 | $1.3M |
| Icon Advisers Inc. | 0.27% | No change | 3,200 | $1.3M |
| Dark Forest Capital Management LP | 0.16% | New | 3,170 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -8.7% | 3,156 | $1.2M |
| LBP Am SA | 0.02% | Reduce -46.0% | 3,075 | $1.2M |
| First Trust Direct Indexing L.P. | 0.06% | Reduce -4.7% | 3,059 | $1.2M |
| Kentucky Retirement Systems | 0.03% | Reduce -7.9% | 3,015 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Add +3.4% | 2,970 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | Add +12.5% | 3,116 | $1.2M |
| BayBridge Capital Group, LLC | 0.83% | Add +3.3% | 2,936 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +30.1% | 2,911 | $1.1M |
| Polianta Ltd | 0.53% | No change | 2,900 | $1.1M |
| Praxis Investment Management Inc. | 0.07% | No change | 2,840 | $1.1M |
| Mizuho Securities USA LLC | 0.02% | Reduce -16.5% | 2,806 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +45.6% | 2,776 | $1.1M |
| Entropy Technologies, LP | 0.11% | New | 2,702 | $1.1M |
| BNP Paribas | 0.04% | No change | 2,670 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.3% | 2,618 | $1.0M |
| M&T Bank Corp | 0.00% | Reduce -23.1% | 2,616 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.0% | 2,609 | $1.0M |
| Chesley Taft & Associates LLC | 0.05% | Reduce -0.2% | 2,587 | $1.0M |
| Prudential PLC | 0.01% | New | 2,573 | $1.0M |
| Renaissance Group LLC | 0.04% | Reduce -97.0% | 2,534 | $993K |
| Creative Planning | 0.00% | Reduce -1.0% | 2,510 | $984K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.5% | 2,464 | $982K |
| CSS LLC | 0.18% | Add +56.3% | 2,500 | $980K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +4.7% | 2,495 | $978K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -25.0% | 2,465 | $966K |
| Quadrature Capital Ltd | 0.02% | New | 2,448 | $959K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -34.1% | 2,426 | $951K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.0% | 2,400 | $940K |
| Commerce Bank | 0.01% | Add +1.1% | 2,390 | $936K |
| Handelsbanken Fonder AB | 0.00% | Reduce -22.6% | 2,386 | $935K |
| Securian Asset Management, Inc. | 0.03% | Reduce -4.0% | 2,386 | $935K |
| Level Four Advisory Services, LLC | 0.04% | Add +23.1% | 2,601 | $925K |
| HighTower Advisors, LLC | 0.00% | Reduce -38.4% | 2,349 | $923K |
| Sterling Capital Management LLC | 0.01% | — | 2,350 | $921K |
| PAX Financial Group, LLC | 0.16% | Add +0.7% | 2,338 | $916K |
| Center For Asset Management LLC | 0.55% | Add +87.6% | 2,332 | $914K |
| Captrust Financial Advisors | 0.00% | Reduce -13.4% | 2,326 | $911K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -2.1% | 2,325 | $911K |
| Gotham Asset Management | 0.01% | Reduce -5.4% | 2,310 | $905K |
| Daymark Wealth Partners, LLC | 0.04% | Add +9.8% | 2,250 | $882K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -14.8% | 2,239 | $877K |
| Citadel Investment Advisory, Inc. | 0.46% | Reduce -1.1% | 2,227 | $873K |
| ING Groep NV | 0.01% | Reduce -59.4% | 2,181 | $855K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.2% | 2,129 | $834K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -2.2% | 2,129 | $834K |
| Machina Capital S.A.S. | 0.33% | New | 2,124 | $832K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -4.5% | 2,100 | $823K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | No change | 2,087 | $818K |
| Elevated Capital Advisors, LLC | 0.21% | Add +5.9% | 2,066 | $809K |
| TFB Advisors LLC | 0.24% | Add +14.8% | 2,055 | $805K |
| Avantax Advisory Services, Inc. | 0.01% | Add +55.1% | 2,038 | $798K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -81.9% | 2,034 | $797K |
| Petrus Trust Company, LTA | 0.08% | New | 2,015 | $790K |
| Traynor Capital Management, Inc. | 0.06% | No change | 1,997 | $782K |
| Lingohr Asset Management GmbH | 1.86% | No change | 1,962 | $769K |
| Greenwood Capital Associates LLC | 0.10% | Reduce -2.2% | 1,938 | $759K |
| HB Wealth Management, LLC | 0.01% | Reduce -6.0% | 1,936 | $759K |
| Capital Insight Partners, LLC | 0.13% | Add +3.9% | 1,928 | $755K |
| Dakota Wealth Management | 0.02% | Reduce -4.8% | 1,913 | $750K |
| Brophy Wealth Management, LLC | 0.27% | — | 1,912 | $749K |
| Perigon Wealth Management, LLC | 0.02% | Add +7.3% | 1,904 | $746K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.5% | 1,901 | $745K |
| Edgestream Partners, L.P. | 0.03% | Reduce -64.4% | 1,869 | $732K |
| Transatlantique Private Wealth LLC | 0.28% | Reduce -12.4% | 1,849 | $724K |
| Integrated Wealth Concepts LLC | 0.01% | Add +96.0% | 1,837 | $720K |
| Two Sigma Securities, LLC | 0.06% | Reduce -25.1% | 1,814 | $711K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -23.7% | 1,811 | $710K |
| MQS Management LLC | 0.39% | New | 1,804 | $707K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -66.8% | 1,802 | $706K |
| Vontobel Holding Ltd. | 0.00% | Reduce -6.6% | 1,795 | $703K |
| Norinchukin Bank, The | 0.02% | Add +16.1% | 1,778 | $697K |
| Marshall Wace, LLP | 0.00% | New | 1,770 | $694K |
| Legend Financial Advisors, Inc. | 0.47% | Reduce -1.0% | 1,747 | $685K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.4% | 1,722 | $675K |
| Unison Advisors LLC | 0.08% | Add +0.5% | 1,656 | $649K |
| Cresset Asset Management, LLC | 0.00% | Add +5.7% | 1,588 | $622K |
| Chartwell Investment Partners, LLC | 0.02% | Reduce -8.7% | 1,579 | $619K |
| Scientech Research LLC | 0.12% | New | 1,575 | $617K |
| Principal Securities, Inc. | 0.01% | Add +27.9% | 1,559 | $611K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -34.2% | 1,548 | $607K |
| National Bank of Canada | 0.00% | Reduce -16.8% | 1,542 | $604K |
| Argent Trust Co | 0.02% | No change | 1,535 | $601K |
| MeadowBrook Investment Advisors LLC | 0.54% | No change | 1,503 | $589K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -38.1% | 1,497 | $589K |
| Aull & Monroe Investment Management Corp | 0.27% | No change | 1,500 | $588K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +3.8% | 1,490 | $583K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +3.5% | 1,460 | $572K |
| Raymond James Trust N.A. | 0.01% | Add +59.7% | 1,434 | $562K |
| Investment Management Corp of Ontario | 0.01% | Add +9.7% | 1,428 | $560K |
| Bank of Stockton | 0.17% | Reduce -12.2% | 1,413 | $554K |
| Trail Ridge Investment Advisors, LLC | 0.26% | Reduce -1.7% | 1,422 | $548K |
| Metis Global Partners, LLC | 0.02% | Add +2.0% | 1,396 | $547K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.2% | 1,396 | $547K |
| First Hawaiian Bank | 0.02% | Reduce -2.0% | 1,392 | $545K |
| Keybank National Association | 0.00% | Add +47.3% | 1,389 | $544K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.0% | 1,366 | $531K |
| Heron Bay Capital Management | 0.11% | Add +2.0% | 1,317 | $516K |
| Savant Capital, LLC | 0.00% | Reduce -58.8% | 1,316 | $515K |
| E&G Advisors, LLC | 0.14% | No change | 1,315 | $514K |
| Independent Advisor Alliance | 0.02% | New | 1,301 | $510K |
| Rowlandmiller & Partners.adv | 0.10% | Reduce -3.7% | 1,295 | $507K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +90.2% | 1,293 | $507K |
| Lester Murray Antman dba SimplyRich | 0.14% | Add +64.1% | 1,293 | $506K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -8.6% | 1,281 | $502K |
| Huntington National Bank | 0.00% | Reduce -0.5% | 1,243 | $487K |
| Mather Group, Llc. | 0.01% | Reduce -2.0% | 1,215 | $476K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 1,214 | $476K |
| Truist Financial Corp. | 0.00% | Add +3.8% | 1,210 | $474K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.1% | 1,192 | $467K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -30.0% | 1,180 | $462K |
| Greenleaf Trust | 0.00% | Reduce -4.7% | 1,169 | $458K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -0.8% | 1,160 | $455K |
| MML Investors Services, LLC | 0.00% | Add +35.1% | 1,143 | $448K |
| Erste Asset Management GmbH | 0.01% | Reduce -15.4% | 1,100 | $435K |
| Wellington Shields & Co., LLC | 0.13% | No change | 1,100 | $431K |
| Fox Run Management, L.L.C. | 0.10% | New | 1,097 | $430K |
| Peloton Wealth Strategists | 0.17% | Add +48.3% | 1,060 | $415K |
| Axq Capital, LP | 0.12% | Reduce -18.5% | 1,048 | $411K |
| Fifth Third Bancorp | 0.00% | Add +4.6% | 1,047 | $410K |
| Westpac Banking Corp. | 0.03% | Reduce -63.8% | 1,043 | $409K |
| Atlas Capital Advisors Inc. | 0.06% | Add +10.6% | 1,042 | $408K |
| Abacus Planning Group, Inc. | 0.07% | Add +21.5% | 1,011 | $396K |
| Csenge Advisory Group | 0.02% | Reduce -19.4% | 999 | $394K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 994 | $389K |
| Verdence Capital Advisors LLC | 0.03% | New | 992 | $389K |
| Cutter & CO Brokerage, Inc. | 0.09% | Reduce -1.3% | 988 | $387K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -3.9% | 977 | $383K |
| Pitcairn Co. | 0.02% | Reduce -4.5% | 971 | $380K |
| GTS Securities LLC | 0.01% | Add +7.2% | 920 | $360K |
| Alps Advisors Inc. | 0.00% | Add +0.9% | 917 | $359K |
| Vestcor Inc | 0.01% | No change | 911 | $357K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 911 | $357K |
| Arkadios Wealth Advisors | 0.02% | Add +5.5% | 903 | $354K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +153.4% | 902 | $353K |
| Westwood Holdings Group Inc. | 0.00% | No change | 901 | $353K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -9.7% | 896 | $351K |
| World Investment Advisors | 0.01% | New | 892 | $350K |
| Bessemer Group Inc. | 0.00% | Add +21.7% | 885 | $347K |
| Cozad Asset Management Inc. | 0.03% | Reduce -26.6% | 885 | $347K |
| TrinityPoint Wealth, LLC | 0.05% | New | 881 | $345K |
| CWA Asset Management Group, LLC | 0.02% | — | 867 | $340K |
| GAMMA Investing LLC | 0.03% | Add +23.8% | 853 | $334K |
| Clarius Group, LLC | 0.02% | Add +0.2% | 855 | $334K |
| Ieq Capital, LLC | 0.00% | Reduce -6.8% | 851 | $333K |
| Private Advisor Group, LLC | 0.00% | New | 850 | $333K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 850 | $333K |
| ExodusPoint Capital Management, LP | 0.00% | New | 849 | $333K |
| Impact Partnership Wealth, LLC | 0.07% | New | 833 | $326K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.7% | 829 | $325K |
| D.A. Davidson & Co. | 0.00% | Reduce -20.5% | 820 | $321K |
| Graham Capital Management, L.P. | 0.02% | New | 819 | $321K |
| MBB Public Markets I LLC | 0.03% | Reduce -76.0% | 810 | $317K |
| Qsemble Capital Management, LP | 0.06% | Reduce -65.1% | 777 | $304K |
| Sculati Wealth Management, LLC | 0.12% | New | 775 | $304K |
| EP Wealth Advisors, LLC | 0.00% | New | 771 | $302K |
| V-Square Quantitative Management LLC | 0.04% | Add +8.2% | 767 | $301K |
| State of Wyoming | 0.04% | Add +414.1% | 766 | $300K |
| Waterway Wealth Management, LLC | 0.13% | New | 752 | $295K |
| Trivium Point Advisory, LLC | 0.04% | Add +2.3% | 788 | $292K |
| Ramirez Asset Management, Inc. | 0.06% | No change | 740 | $290K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +8.1% | 725 | $284K |
| Ancora Advisors LLC | 0.01% | No change | 725 | $284K |
| Quantitative Investment Management, LLC | 0.03% | New | 723 | $283K |
| Profund Advisors LLC | 0.01% | Add +13.2% | 714 | $280K |
| Paragon Capital Management Ltd | 0.06% | Add +0.6% | 712 | $279K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -46.3% | 709 | $278K |
| Moors & Cabot, Inc. | 0.01% | Add +0.4% | 698 | $273K |
| Coldstream Capital Management Inc. | 0.01% | Add +12.2% | 701 | $272K |
| Ascent Group, LLC | 0.02% | Add +17.2% | 687 | $269K |
| HFG Advisors, Inc. | 0.23% | No change | 675 | $264K |
| Leonteq Securities AG | 0.03% | No change | 672 | $263K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 669 | $262K |
| Red Door Wealth Management, LLC | 0.04% | No change | 669 | $262K |
| Main Street Financial Solutions, LLC | 0.02% | New | 667 | $261K |
| DoubleLine ETF Adviser LP | 0.06% | Reduce -7.1% | 665 | $261K |
| Crestline Management, L.P. | 0.01% | New | 654 | $256K |
| Texas Yale Capital Corp. | 0.01% | No change | 650 | $255K |
| Quent Capital, LLC | 0.03% | Add +1.1% | 644 | $253K |
| AlphaCentric Advisors LLC | 0.19% | Reduce -3.5% | 636 | $249K |
| Smithfield Trust Co | 0.01% | No change | 630 | $247K |
| Choreo, LLC | 0.00% | New | 623 | $247K |
| Foundations Investment Advisors, LLC | 0.01% | New | 624 | $245K |
| Lido Advisors, LLC | 0.00% | Add +1.3% | 619 | $243K |
| Blueshift Asset Management, LLC | 0.06% | Reduce -28.1% | 619 | $243K |
| Wedmont Private Capital | 0.01% | Add +4.8% | 638 | $238K |
| NEOS Investment Management LLC | 0.01% | No change | 605 | $237K |
| Siemens Fonds Invest GmbH | 0.02% | New | 598 | $234K |
| Horizon Investments, LLC | 0.01% | Reduce -7.7% | 587 | $230K |
| Equitable Holdings, Inc. | 0.00% | New | 576 | $226K |
| Parallel Advisors, LLC | 0.01% | Reduce -7.0% | 568 | $223K |
| Somerset Trust Co | 0.08% | Add +3.3% | 564 | $221K |
| Centaurus Financial, Inc. | 0.01% | New | 562 | $220K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -25.6% | 561 | $220K |
| Edge Capital Group, LLC | 0.01% | No change | 553 | $217K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -4.2% | 549 | $215K |
| Blackhawk Capital Partners, LLC | 0.11% | New | 546 | $214K |
| Burney Co./ | 0.01% | No change | 545 | $214K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -1.3% | 542 | $212K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -0.6% | 539 | $211K |
| Clark Financial Services Group Inc. | 0.19% | New | 536 | $210K |
| Signaturefd, LLC | 0.00% | Add +51.4% | 536 | $210K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +4325.0% | 531 | $208K |
| Cibc World Market Inc. | 0.00% | New | 524 | $205K |
| Covestor Ltd | 0.13% | Add +9.0% | 520 | $204K |
| EntryPoint Capital, LLC | 0.12% | Add +160.6% | 516 | $202K |
| Chesapeake Asset Management LLC | 0.17% | Reduce -50.0% | 502 | $197K |
| Webster Bank, N. A. | 0.02% | No change | 500 | $196K |
| Blue Trust, Inc. | 0.00% | Add +179.0% | 452 | $172K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -9.1% | 438 | $172K |
| Grove Bank & Trust | 0.02% | Reduce -1.6% | 420 | $165K |
| Van Eck Associates Corp. | 0.00% | Add +6.0% | 421 | $162K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.5% | 409 | $160K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.2% | 368 | $144K |
| CENTRAL TRUST Co | 0.00% | Reduce -26.9% | 359 | $141K |
| Steph & Co. | 0.04% | Reduce -3.2% | 331 | $130K |
| CI Investments Inc. | 0.00% | Add +36.4% | 311 | $122K |
| Walleye Capital LLC | 0.00% | Reduce -74.7% | 302 | $118K |
| Asset Dedication, LLC | 0.01% | No change | 250 | $98K |
| Colonial Trust Co / SC | 0.01% | Add +0.4% | 247 | $97K |
| Versant Capital Management, Inc | 0.02% | Add +1.3% | 242 | $95K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.6% | 239 | $94K |
| Global Retirement Partners, LLC | 0.00% | Add +27.1% | 239 | $94K |
| Quadrant Capital Group LLC | 0.01% | Reduce -19.6% | 222 | $87K |
| Avior Wealth Management, LLC | 0.00% | Reduce -11.4% | 210 | $82K |
| Arax Advisory Partners | 0.01% | No change | 201 | $79K |
| First Financial Corp. | 0.04% | No change | 200 | $78K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 200 | $78K |
| Sentry Investment Management LLC | 0.03% | No change | 188 | $74K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 163 | $64K |
| Key Financial Inc | 0.01% | No change | 159 | $62K |
| Penserra Capital Management LLC | 0.00% | Add +0.6% | 157 | $61K |
| Headlands Technologies LLC | 0.01% | Reduce -34.8% | 154 | $60K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 153 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -41.7% | 147 | $58K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 142 | $56K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -1.5% | 133 | $52K |
| Private Trust Co. NA | 0.01% | Add +51.7% | 132 | $52K |
| Toth Financial Advisory Corp. | 0.01% | No change | 130 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 129 | $51K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -40.9% | 127 | $50K |
| American National Bank & Trust | 0.01% | Add +80.0% | 126 | $49K |
| Montag A & Associates Inc. | 0.00% | No change | 110 | $43K |
| Thompson Investment Management, Inc. | 0.01% | No change | 104 | $41K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -9.6% | 104 | $41K |
| Old Second National Bank of Aurora | 0.01% | No change | 103 | $40K |
| Brooklyn Investment Group | 0.01% | New | 100 | $39K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 94 | $37K |
| Geneos Wealth Management Inc. | 0.00% | New | 91 | $36K |
| Eastern Bank | 0.00% | New | 90 | $35K |
| Lindbrook Capital, LLC | 0.00% | Reduce -26.1% | 88 | $34K |
| Clearstead Advisors, LLC | 0.00% | No change | 87 | $34K |
| Jones Financial Companies LLLP | 0.00% | Add +32.8% | 85 | $34K |
| DT Investment Partners, LLC | 0.00% | Reduce -9.9% | 82 | $32K |
| Cromwell Holdings LLC | 0.02% | No change | 82 | $32K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 80 | $31K |
| Heritage Wealth Advisors | 0.00% | No change | 80 | $31K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -9.3% | 78 | $31K |
| Bruce G. Allen Investments, LLC | 0.02% | Add +200.0% | 78 | $31K |
| M&R Capital Management Inc. | 0.01% | New | 75 | $29K |
| Allworth Financial LP | 0.00% | Reduce -9.3% | 68 | $27K |
| GeoWealth Management, LLC | 0.00% | New | 67 | $26K |
| Nvwm, LLC | 0.01% | Add +4.8% | 66 | $26K |
| UMB Bank, n.a. | 0.00% | Add +10.2% | 65 | $25K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 64 | $25K |
| Caldwell Trust Co | 0.00% | No change | 62 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +210.5% | 59 | $24K |
| International Assets Investment Management, LLC | 0.00% | New | 58 | $23K |
| Piscataqua Savings Bank | 0.02% | No change | 56 | $22K |
| Riverview Trust Co | 0.02% | No change | 55 | $22K |
| Richardson Financial Services Inc. | 0.01% | No change | 55 | $21K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 51 | $20K |
| Baldwin Wealth Partners LLC | 0.00% | New | 50 | $20K |
| First Horizon Advisors, Inc. | 0.00% | Add +13.6% | 50 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 46 | $18K |
| TD Private Client Wealth LLC | 0.00% | Reduce -14.0% | 43 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | New | 41 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 40 | $16K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 37 | $14K |
| GW&K Investment Management, LLC | 0.00% | Add +25.0% | 35 | $14K |
| Chelsea Counsel Co. | 0.01% | No change | 35 | $14K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -3.0% | 32 | $13K |
| MV Capital Management, Inc. | 0.00% | No change | 32 | $13K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -30.4% | 32 | $13K |
| CVA Family Office, LLC | 0.00% | No change | 31 | $12K |
| Atwood & Palmer Inc. | 0.00% | New | 31 | $12K |
| Caitlin John, LLC | 0.01% | No change | 32 | $12K |
| WealthCollab, LLC | 0.01% | Add +7.1% | 30 | $12K |
| Earned Wealth Advisors, LLC | 0.00% | New | 29 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.0% | 26 | $10K |
| Larson Financial Group LLC | 0.00% | Add +400.0% | 25 | $10K |
| Hollencrest Capital Management | 0.00% | Reduce -85.2% | 20 | $8K |
| Ashton Thomas Securities, LLC | 0.00% | New | 19 | $7K |
| Hemington Wealth Management | 0.00% | New | 20 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 14 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -96.8% | 13 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 13 | $5K |
| Sachetta, LLC | 0.00% | Reduce -13.3% | 13 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 13 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $5K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 13 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 12 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -15.4% | 11 | $4K |
| Ransom Advisory, Ltd | 0.00% | Reduce -63.3% | 11 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 10 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -99.6% | 9 | $4K |
| WR Wealth Planners, LLC | 0.00% | No change | 9 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -98.2% | 9 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 7 | $3K |
| Abich Financial Wealth Management LLC | 0.01% | New | 7 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -61.1% | 7 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $3K |
| HM Payson & Co. | 0.00% | New | 7 | $3K |
| Global Financial Private Client, LLC | 0.00% | New | 6 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 6 | $2K |
| Spire Wealth Management | 0.00% | No change | 6 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 5 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 4 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | — | 4 | $1K |
| 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 |
| Fourpath Capital Management, LLC | 0.00% | New | 3 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 3 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 5 | $1K |
| Picton Mahoney Asset Management | 0.00% | New | 3 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 2 | $784 |
| Creekmur Asset Management LLC | 0.00% | New | 2 | $784 |
| Rothschild Investment LLC | 0.00% | No change | 2 | $784 |
| MCF Advisors LLC | 0.00% | New | 2 | $784 |
| Salem Investment Counselors Inc. | 0.00% | No change | 2 | $784 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $460 |
| Highline Wealth Partners LLC | 0.00% | No change | 1 | $394 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $392 |
| AdvisorNet Financial, Inc | 0.00% | New | 1 | $392 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $392 |
| Pathway Financial Advisers, LLC | 0.00% | Add +39082.9% | 13,714 | $35 |
| Y.D. More Investments Ltd | 0.00% | Reduce -25.0% | 24 | $25 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -80.0% | 1 | $0 |
| Avion Wealth | 0.00% | No change | 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.