Everest GroupEG
13F holders, Q4 2024 (December 31)693holders +19
61new positions
64sold out
10famous investors
$362.09avg. 13F price*
At the end of Q4 2024, 693 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, up 19 from Q3 2024. 61 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.3B) and State Street Corp. ($703.8M). 10 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $289.4M |
| Exits | 64 | $136.6M |
All 13F filers, Q3 2024 → Q4 2024: 4,174,798 shares bought and 4,605,695 shares sold, net −430,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 693 holders
| Vanguard Group Inc. | 0.04% | Add +0.8% | 5,560,030 | $2.0B |
| BlackRock, Inc. | 0.03% | Reduce -6.2% | 3,559,003 | $1.3B |
| State Street Corp. | 0.03% | Add +1.3% | 1,941,716 | $703.8M |
| Wellington Management Group LLP | 0.11% | Reduce -25.9% | 1,634,409 | $592.4M |
| Norges Bank | 0.06% | Add +29.9% | 1,347,979 | $488.6M |
| Franklin Resources Inc. | 0.13% | Add +0.4% | 1,281,611 | $464.5M |
| Geode Capital Management, LLC | 0.03% | Add +0.7% | 1,164,081 | $424.3M |
| Vulcan Value Partners, LLC | 5.93% | Add +279.1% | 978,713 | $354.8M |
| Champlain Investment Partners, LLC | 1.98% | Reduce -6.7% | 862,325 | $312.6M |
| Invesco Ltd. | 0.06% | Add +17.2% | 855,120 | $309.9M |
| AQR Capital Management | 0.35% | Reduce -10.2% | 750,834 | $271.5M |
| Boston Partners | 0.30% | Reduce -50.9% | 674,333 | $244.4M |
| William Blair Investment Management, LLC | 0.57% | Add +10.5% | 642,813 | $233.0M |
| Altrinsic Global Advisors LLC | 10.82% | Reduce -1.2% | 616,938 | $223.6M |
| Morgan Stanley | 0.02% | Reduce -2.9% | 608,084 | $220.4M |
| Nuveen Asset Management, LLC | 0.06% | Reduce -22.8% | 596,955 | $216.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +2.4% | 572,132 | $207.4M |
| Massachusetts Financial Services Co. | 0.06% | Add +1.2% | 496,562 | $180.0M |
| First Trust Advisors LP | 0.15% | Reduce -38.6% | 454,095 | $164.6M |
| LSV Asset Management | 0.36% | Reduce -1.5% | 432,517 | $156.8M |
| Northern Trust Corp. | 0.02% | Add +14.7% | 419,481 | $152.0M |
| Assetmark, Inc. | 0.41% | Add +1.4% | 415,638 | $150.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.8% | 380,095 | $137.8M |
| FMR LLC | 0.01% | Reduce -9.8% | 370,766 | $134.4M |
| Polar Capital Holdings Plc | 0.75% | Add +2.4% | 368,750 | $133.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +9.7% | 338,046 | $122.5M |
| Legal & General Group Plc | 0.03% | Reduce -6.2% | 329,568 | $119.5M |
| Millennium Management | 0.10% | Add +19.4% | 317,268 | $115.0M |
| Sterling Capital Management LLC | 1.39% | Add +11756.0% | 278,616 | $101.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.7% | 269,440 | $97.7M |
| Ameriprise Financial Inc. | 0.02% | Add +4.5% | 255,365 | $92.6M |
| Victory Capital Management Inc. | 0.09% | Reduce -3.6% | 252,828 | $91.6M |
| Deutsche Bank AG | 0.03% | Add +28.4% | 232,730 | $84.4M |
| Earnest Partners LLC | 0.37% | Reduce -0.7% | 226,101 | $82.0M |
| California Public Employees Retirement System | 0.05% | Reduce -1.5% | 199,923 | $72.5M |
| Balyasny Asset Management L.P. | 0.16% | New | 190,040 | $68.9M |
| Johnson Investment Counsel Inc. | 0.66% | Add +5.1% | 186,327 | $67.5M |
| Alliancebernstein L.P. | 0.02% | Reduce -10.7% | 184,933 | $67.0M |
| Bank of Montreal | 0.03% | Reduce -8.9% | 181,657 | $65.8M |
| Man Group plc | 0.18% | Add +42.5% | 159,199 | $57.7M |
| Donald Smith & Co., Inc. | 1.35% | New | 155,440 | $56.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +352.8% | 153,938 | $55.8M |
| Bank of America Corp. | 0.01% | Reduce -29.8% | 153,055 | $55.5M |
| Point72 Asset Management | 0.16% | New | 152,712 | $55.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Reduce -1.6% | 146,936 | $53.3M |
| Two Sigma Investments, LP | 0.13% | Add +52.6% | 146,888 | $53.2M |
| Barclays PLC | 0.03% | Reduce -31.6% | 146,236 | $53.0M |
| General American Investors Co. Inc. | 3.73% | Add +7.1% | 144,286 | $52.3M |
| Sei Investments Co. | 0.06% | Add +34.9% | 138,935 | $50.4M |
| Zimmer Partners, LP | 0.86% | Add +8.9% | 137,500 | $49.8M |
| Raymond James Financial Inc. | 0.02% | — | 133,228 | $48.3M |
| Voloridge Investment Management, LLC | 0.16% | Add +103.4% | 122,872 | $44.5M |
| Swiss National Bank | 0.03% | Reduce -5.0% | 122,300 | $44.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -0.5% | 116,163 | $42.1M |
| Bank of Nova Scotia | 0.07% | Add +263.1% | 114,487 | $41.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.7% | 113,840 | $41.3M |
| Royal Bank of Canada | 0.01% | Add +26.4% | 110,183 | $39.9M |
| UBS Group AG | 0.01% | Reduce -47.9% | 109,811 | $39.8M |
| JPMorgan Chase & Co. | 0.00% | Add +39.9% | 109,775 | $39.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.6% | 108,269 | $39.2M |
| FIL Ltd | 0.04% | Add +3.9% | 107,878 | $39.1M |
| Systematic Financial Management LP | 0.99% | Add +3.0% | 107,319 | $38.9M |
| Amundi | 0.01% | Reduce -52.9% | 104,564 | $38.5M |
| American Century Companies Inc. | 0.02% | Reduce -8.0% | 104,992 | $38.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -10.6% | 102,535 | $37.2M |
| Storebrand Asset Management As | 0.11% | Reduce -6.8% | 102,295 | $37.1M |
| Mackenzie Financial Corp. | 0.05% | Add +2.9% | 100,753 | $36.5M |
| National Pension Service | 0.03% | Reduce -2.5% | 100,694 | $36.5M |
| Citadel Advisors | 0.03% | Reduce -41.4% | 100,369 | $36.4M |
| Prana Capital Management, LP | 1.68% | Reduce -38.0% | 97,285 | $35.3M |
| Truist Financial Corp. | 0.05% | Add +7580.7% | 92,936 | $33.7M |
| Deprince Race & Zollo Inc. | 0.67% | Add +67.3% | 92,745 | $33.6M |
| South Dakota Investment Council | 0.67% | Add +18.1% | 92,310 | $33.5M |
| Squarepoint Ops LLC | 0.09% | Add +2968.0% | 91,119 | $33.0M |
| Robeco Institutional Asset Management B.V. | 0.06% | Reduce -2.1% | 86,486 | $31.3M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Add +15.6% | 82,617 | $29.9M |
| Zweig-DiMenna Associates LLC | 2.45% | No change | 79,909 | $29.0M |
| Talaria Asset Management Pty Ltd | 7.32% | — | 78,400 | $28.4M |
| Rhumbline Advisers | 0.02% | Reduce -2.7% | 75,897 | $27.5M |
| Weiss Asset Management LP | 0.83% | Add +1261.0% | 74,504 | $27.0M |
| Renaissance Technologies | 0.04% | Add +42.7% | 73,200 | $26.5M |
| TD Asset Management Inc | 0.02% | Reduce -16.9% | 71,467 | $25.9M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +128.0% | 70,181 | $25.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +12.2% | 69,457 | $25.4M |
| Two Sigma Advisers, LP | 0.06% | Add +230.4% | 68,400 | $24.8M |
| Jane Street Group, LLC | 0.04% | Add +247.3% | 68,245 | $24.7M |
| California State Teachers Retirement System | 0.03% | Add +0.1% | 63,962 | $23.2M |
| Intech Investment Management LLC | 0.22% | Add +133.2% | 63,708 | $23.1M |
| TCTC Holdings, LLC | 0.80% | Add +0.3% | 61,195 | $22.2M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.34% | — | 59,634 | $21.6M |
| Gillson Capital LP | 1.93% | New | 58,961 | $21.4M |
| KBC Group NV | 0.06% | Reduce -65.5% | 58,560 | $21.2M |
| Prospector Partners LLC | 2.37% | Add +31.1% | 57,031 | $20.7M |
| Martingale Asset Management L P | 0.48% | Reduce -8.8% | 54,968 | $19.9M |
| Clough Capital Partners L P | 2.19% | Reduce -7.5% | 52,863 | $19.2M |
| Frontier Capital Management Co. LLC | 0.18% | Add +3.2% | 51,815 | $18.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.2% | 51,102 | $18.5M |
| GMO | 0.06% | Add +37.3% | 50,216 | $18.2M |
| Arnhold LLC | 1.76% | Reduce -8.8% | 49,397 | $17.9M |
| Susquehanna Fundamental Investments, LLC | 0.29% | — | 48,220 | $17.5M |
| Allianz Asset Management GmbH | 0.03% | Add +25.0% | 48,146 | $17.5M |
| HSBC Holdings PLC | 0.01% | Add +11.9% | 47,947 | $17.4M |
| AustralianSuper Pty Ltd | 0.08% | Add +162.0% | 47,993 | $17.4M |
| Cwm, LLC | 0.07% | Reduce -2.1% | 47,386 | $17.2M |
| Grace & White Inc. | 3.25% | No change | 47,232 | $17.1M |
| Teza Capital Management LLC | 2.53% | Add +992.8% | 46,107 | $16.7M |
| New York State Teachers Retirement System | 0.03% | Reduce -4.2% | 45,307 | $16.4M |
| Pathstone Holdings, LLC | 0.07% | Reduce -0.5% | 44,662 | $16.2M |
| Bridgewater Associates | 0.07% | Add +61.9% | 44,198 | $16.0M |
| Twin Tree Management, LP | 0.38% | Add +763.7% | 43,394 | $15.7M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +15.1% | 41,160 | $14.9M |
| Regions Financial Corp. | 0.11% | Reduce -67.5% | 40,603 | $14.7M |
| Russell Investments Group, Ltd. | 0.02% | Add +33.4% | 39,636 | $14.4M |
| Davis Selected Advisers | 0.08% | Add +0.8% | 39,212 | $14.2M |
| QRG Capital Management, Inc. | 0.14% | Add +0.4% | 38,715 | $14.0M |
| New York State Common Retirement Fund | 0.02% | Add +27.1% | 38,543 | $14.0M |
| Royal London Asset Management Ltd. | 0.03% | Add +0.5% | 38,357 | $13.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +5.0% | 38,264 | $13.9M |
| Los Angeles Capital Management LLC | 0.06% | Reduce -62.7% | 37,919 | $13.7M |
| Susquehanna International Group, LLP | 0.02% | Reduce -0.8% | 37,781 | $13.7M |
| Swedbank AB | 0.02% | Add +0.2% | 37,242 | $13.5M |
| Northwest & Ethical Investments L.P. | 0.35% | Add +0.2% | 35,647 | $12.9M |
| Te Ahumairangi Investment Management Ltd | 2.70% | Reduce -1.4% | 35,580 | $12.9M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -10.5% | 34,790 | $12.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | — | 34,755 | $12.6M |
| Citigroup Inc. | 0.01% | Reduce -33.1% | 34,738 | $12.6M |
| LMCG Investments, LLC | 0.76% | Reduce -0.2% | 34,255 | $12.4M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 34,044 | $12.1M |
| LPL Financial LLC | 0.00% | Add +37.2% | 31,988 | $11.6M |
| Mediolanum International Funds Ltd | 0.15% | Add +36.9% | 32,098 | $11.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +10.2% | 31,277 | $11.3M |
| Lighthouse Investment Partners, LLC | 0.44% | Add +59.6% | 31,014 | $11.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.5% | 31,003 | $11.2M |
| NFC Investments, LLC | 3.04% | Reduce -0.1% | 30,410 | $11.0M |
| Alyeska Investment Group, L.P. | 0.04% | New | 30,000 | $10.9M |
| Empowered Funds, LLC | 0.16% | Add +208.0% | 29,633 | $10.7M |
| Natixis Advisors, LLC | 0.02% | Add +11.9% | 29,566 | $10.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -10.7% | 29,390 | $10.7M |
| Glenmede Trust Co. NA | 0.05% | Reduce -2.4% | 29,065 | $10.5M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -2.7% | 28,772 | $10.5M |
| Fisher Funds Management LTD | 0.25% | — | 28,822 | $10.4M |
| Clearbridge Investments, LLC | 0.01% | Reduce -89.7% | 28,441 | $10.3M |
| Lazard Asset Management LLC | 0.02% | Reduce -55.0% | 28,296 | $10.3M |
| Buckingham Capital Management, Inc. | 1.18% | Add +0.4% | 28,289 | $10.3M |
| Cerity Partners LLC | 0.02% | Add +9.2% | 27,800 | $10.1M |
| Sone Capital Management, LLC | 1.25% | — | 27,160 | $9.8M |
| Korea Investment CORP | 0.02% | Add +121.8% | 26,948 | $9.8M |
| State of Wisconsin Investment Board | 0.03% | Reduce -24.7% | 26,797 | $9.7M |
| Andra AP-fonden | 0.15% | Reduce -19.3% | 26,700 | $9.7M |
| Corient Private Wealth LP | 0.02% | Reduce -6.9% | 26,342 | $9.5M |
| Aviva PLC | 0.02% | Add +105.0% | 26,043 | $9.4M |
| Capital Fund Management S.A. | 0.09% | Reduce -20.6% | 25,912 | $9.4M |
| New Age Alpha Advisors, LLC | 0.36% | New | 24,610 | $8.9M |
| LS Investment Advisors, LLC | 1.28% | Add +1.6% | 24,009 | $8.7M |
| Employees Retirement System of Texas | 0.09% | No change | 23,748 | $8.6M |
| Pictet Asset Management Holding SA | 0.01% | Add +0.9% | 23,602 | $8.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -34.9% | 23,340 | $8.5M |
| Toronto Dominion Bank | 0.02% | Add +6.6% | 23,015 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +152.0% | 22,693 | $8.2M |
| Danske Bank A/S | 0.02% | Reduce -61.9% | 22,637 | $8.2M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -2.8% | 22,584 | $8.2M |
| APG Asset Management N.V. | 0.02% | Reduce -77.5% | 22,900 | $8.0M |
| Public Employees Retirement System of Ohio | 0.03% | Add +12.8% | 21,949 | $8.0M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +8.6% | 21,668 | $7.9M |
| National Bank of Canada | 0.01% | Add +1275.1% | 21,204 | $7.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | — | 20,488 | $7.4M |
| Aberdeen Group plc | 0.01% | Reduce -12.8% | 20,360 | $7.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -17.2% | 20,216 | $7.3M |
| Nuance Investments, LLC | 0.29% | New | 19,982 | $7.2M |
| DAVENPORT & Co LLC | 0.04% | Add +178.2% | 19,530 | $7.1M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.5% | 19,426 | $7.0M |
| Voya Investment Management LLC | 0.01% | Add +7.8% | 18,895 | $6.8M |
| Wells Fargo & Company | 0.00% | Add +66.9% | 18,393 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +317.3% | 18,141 | $6.6M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Add +5.9% | 18,000 | $6.5M |
| Asset Management One Co., Ltd. | 0.02% | Add +9.6% | 17,881 | $6.4M |
| Leuthold Group, LLC | 0.76% | Reduce -3.1% | 17,465 | $6.3M |
| Summit Global Investments | 0.39% | Reduce -54.1% | 17,166 | $6.2M |
| Oppenheimer & Co. Inc. | 0.09% | Add +172.8% | 17,071 | $6.2M |
| Equitable Trust Co. | 0.34% | Add +97.7% | 16,997 | $6.2M |
| Lifeworks Advisors, LLC | 1.11% | Add +38.3% | 16,959 | $6.1M |
| Clear Harbor Asset Management, LLC | 0.49% | Reduce -0.3% | 16,608 | $6.0M |
| Mariner, LLC | 0.01% | Reduce -75.2% | 16,493 | $6.0M |
| WINTON GROUP Ltd | 0.39% | New | 16,119 | $5.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +113.3% | 16,000 | $5.8M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -4.7% | 15,936 | $5.8M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | — | 15,437 | $5.6M |
| Rafferty Asset Management, LLC | 0.02% | Add +3.4% | 15,174 | $5.5M |
| Illinois Municipal Retirement Fund | 0.08% | Reduce -55.8% | 14,948 | $5.4M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -2.1% | 14,823 | $5.4M |
| KLP Kapitalforvaltning As | 0.03% | — | 14,641 | $5.3M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -42.3% | 14,311 | $5.2M |
| Credit Agricole S A | 0.02% | Add +13.4% | 14,061 | $5.1M |
| D. E. Shaw & Co. | 0.01% | New | 14,050 | $5.1M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -30.8% | 13,685 | $5.0M |
| Numerai GP LLC | 1.35% | New | 13,619 | $4.9M |
| Van Den Berg Management I, Inc. | 1.41% | Add +0.3% | 13,462 | $4.9M |
| ProShare Advisors LLC | 0.01% | Add +12.4% | 13,288 | $4.8M |
| Artisan Partners Limited Partnership | 0.01% | New | 13,267 | $4.8M |
| Jefferies Financial Group Inc. | 0.06% | New | 13,162 | $4.8M |
| PGGM Investments | 0.06% | No change | 13,108 | $4.8M |
| State of Michigan Retirement System | 0.02% | Add +0.8% | 12,911 | $4.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +0.8% | 12,888 | $4.7M |
| Berger Financial Group, Inc | 0.32% | Add +2.1% | 12,881 | $4.7M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -14.9% | 12,621 | $4.6M |
| Arizona State Retirement System | 0.03% | Add +0.9% | 12,569 | $4.6M |
| Quantbot Technologies LP | 0.17% | Add +268.7% | 12,520 | $4.5M |
| Brandywine Global Investment Management, LLC | 0.03% | Add +108.5% | 12,423 | $4.5M |
| Natixis | 0.03% | Add +32.2% | 12,423 | $4.5M |
| Elevation Point Wealth Partners, LLC | 0.36% | Add +4.9% | 12,388 | $4.5M |
| Holocene Advisors, LP | 0.01% | Reduce -48.5% | 12,168 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +25.4% | 12,055 | $4.4M |
| Meritage Portfolio Management | 0.27% | Reduce -4.0% | 12,048 | $4.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Reduce -30.3% | 11,987 | $4.3M |
| Federated Hermes, Inc. | 0.01% | Reduce -1.2% | 11,870 | $4.3M |
| MetLife Investment Management, LLC | 0.02% | Add +1.0% | 11,686 | $4.2M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -8.2% | 11,670 | $4.2M |
| Quantinno Capital Management LP | 0.04% | Add +24.6% | 11,598 | $4.2M |
| Focus Partners Wealth | 0.01% | Reduce -81.8% | 11,552 | $4.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -88.5% | 11,327 | $4.1M |
| Public Sector Pension Investment Board | 0.02% | Add +47.7% | 11,144 | $4.0M |
| Parallax Volatility Advisers, L.P. | 0.10% | New | 11,143 | $4.0M |
| IFM Investors Pty Ltd | 0.04% | Reduce -2.4% | 10,935 | $4.0M |
| Schroder Investment Management Group | 0.00% | Reduce -87.5% | 10,931 | $3.9M |
| ExodusPoint Capital Management, LP | 0.04% | Add +1157.5% | 10,676 | $3.9M |
| Shell Asset Management Co. | 0.17% | Reduce -1.9% | 10,491 | $3.8M |
| Fca Corp. | 1.18% | Add +0.7% | 10,459 | $3.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -32.9% | 10,536 | $3.8M |
| Cary Street Partners Financial LLC | 0.12% | — | 10,367 | $3.8M |
| Hi-Line Capital Management, LLC | 1.64% | New | 10,352 | $3.8M |
| Corebridge Financial, Inc. | 0.02% | Reduce -5.2% | 10,258 | $3.7M |
| Stance Capital LLC | 2.26% | — | 10,081 | $3.7M |
| Forsta Ap-Fonden | 0.03% | Reduce -12.3% | 10,000 | $3.6M |
| Continuum Advisory, LLC | 0.46% | Add +5.2% | 9,945 | $3.6M |
| Macquarie Group Ltd. | 0.00% | Reduce -63.8% | 11,197 | $3.5M |
| Czech National Bank | 0.03% | Add +5.7% | 9,319 | $3.4M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.8% | 9,305 | $3.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.0% | 9,139 | $3.3M |
| Jump Financial, LLC | 0.07% | Add +19.6% | 8,979 | $3.3M |
| Prudential PLC | 0.02% | Add +249.0% | 8,979 | $3.3M |
| Vident Advisory, LLC | 0.06% | New | 8,956 | $3.2M |
| Canada Pension Plan Investment Board | 0.00% | No change | 8,880 | $3.2M |
| Manning & Napier Advisors LLC | 0.04% | Reduce -35.2% | 8,873 | $3.2M |
| Cubist Systematic Strategies, LLC | 0.05% | Reduce -55.1% | 8,811 | $3.2M |
| Twin Capital Management Inc. | 0.34% | Add +4.3% | 8,664 | $3.1M |
| Wedge Capital Management L L P | 0.06% | Add +9.4% | 8,636 | $3.1M |
| Wolverine Trading, LLC | 0.07% | New | 8,702 | $3.1M |
| DNB Asset Management AS | 0.01% | Add +5.5% | 8,492 | $3.1M |
| Amalgamated Bank | 0.03% | Reduce -4.9% | 8,393 | $3.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +14.3% | 8,286 | $3.0M |
| Graphene Investments SAS | 2.05% | No change | 8,200 | $3.0M |
| Mesirow Institutional Investment Management, Inc. | 0.23% | New | 8,179 | $3.0M |
| Vista Investment Partners LLC | 0.90% | Add +2.1% | 7,985 | $2.9M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 7,930 | $2.9M |
| Alaska Permanent Fund Corp | 0.04% | No change | 7,833 | $2.8M |
| California First Leasing Corp. | 1.16% | No change | 7,740 | $2.8M |
| Voleon Capital Management LP | 0.20% | — | 7,585 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +480.1% | 7,501 | $2.7M |
| Xponance LLC | 0.02% | Add +3.1% | 7,129 | $2.6M |
| Utah Retirement Systems | 0.03% | No change | 7,121 | $2.6M |
| Edgestream Partners, L.P. | 0.11% | Add +280.4% | 7,109 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -31.2% | 6,975 | $2.5M |
| STRS Ohio | 0.01% | New | 6,918 | $2.5M |
| Gilman Hill Asset Management, LLC | 0.44% | Reduce -1.4% | 6,908 | $2.5M |
| Vest Financial, LLC | 0.04% | Add +63.6% | 6,850 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -26.4% | 6,794 | $2.5M |
| Cibc World Markets Corp. | 0.01% | Reduce -19.7% | 6,778 | $2.5M |
| Tredje AP-fonden | 0.02% | No change | 6,747 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -17.4% | 6,590 | $2.4M |
| CIBC Asset Management Inc | 0.01% | Add +4.1% | 6,568 | $2.4M |
| Alamar Capital Management, LLC | 1.30% | Reduce -2.1% | 6,554 | $2.4M |
| Kempner Capital Management Inc. | 1.29% | No change | 6,479 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Add +166.9% | 6,368 | $2.3M |
| New York Life Investment Management LLC | 0.02% | Reduce -2.5% | 6,242 | $2.3M |
| Anchor Capital Advisors LLC | 0.06% | Add +2.6% | 6,208 | $2.3M |
| Hancock Whitney Corp. | 0.07% | Reduce -85.6% | 6,137 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Reduce -6.5% | 6,089 | $2.2M |
| Ostrum Asset Management | 0.19% | Reduce -3.9% | 6,073 | $2.2M |
| UniSuper Management Pty Ltd | 0.02% | Add +29.4% | 6,062 | $2.2M |
| New Vernon Investment Management LLC | 2.82% | Add +126.7% | 19,850 | $2.1M |
| Pacer Advisors, Inc. | 0.00% | Add +51.4% | 5,882 | $2.1M |
| Strategic Investment Advisors / MI | 0.22% | Reduce -5.4% | 5,761 | $2.1M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.8% | 5,704 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.5% | 5,461 | $2.0M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -21.6% | 5,409 | $2.0M |
| Candriam S.C.A. | 0.01% | Add +42.3% | 5,340 | $1.9M |
| Diversified Trust Co. | 0.05% | Reduce -1.9% | 5,323 | $1.9M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.7% | 5,315 | $1.9M |
| Mount Lucas Management LP | 0.66% | Reduce -8.0% | 5,237 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +17.7% | 5,172 | $1.9M |
| Trust Co. of Toledo NA | 0.24% | Reduce -1.9% | 5,146 | $1.9M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -74.3% | 5,141 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +4.7% | 5,137 | $1.9M |
| Quartz Partners, LLC | 1.13% | Add +12.0% | 5,129 | $1.9M |
| Ethic Inc. | 0.04% | Add +35.2% | 5,122 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -39.1% | 5,121 | $1.9M |
| Foster & Motley Inc. | 0.12% | Reduce -43.1% | 5,077 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.2% | 5,020 | $1.8M |
| Entropy Technologies, LP | 0.19% | Add +85.4% | 5,009 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -10.7% | 5,003 | $1.8M |
| Harbor Advisors LLC | 0.28% | No change | 5,000 | $1.8M |
| RBF Capital, LLC | 0.09% | No change | 5,000 | $1.8M |
| Swiss Life Asset Management Ltd | 0.01% | Add +49.6% | 4,885 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.5% | 4,768 | $1.7M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +206.5% | 4,745 | $1.7M |
| Vista Investment Partners Ii, LLC | 1.00% | — | 4,695 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.4% | 4,680 | $1.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +3.0% | 4,605 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | Reduce -1.6% | 4,583 | $1.7M |
| Shay Capital LLC | 0.40% | New | 4,500 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | Reduce -9.9% | 4,463 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +0.1% | 4,417 | $1.6M |
| J. Safra Sarasin Holding AG | 0.03% | Add +9.2% | 4,385 | $1.6M |
| Ingalls & Snyder LLC | 0.06% | Reduce -6.2% | 4,374 | $1.6M |
| Bright Futures Wealth Management, LLC. | 1.42% | Reduce -33.8% | 4,478 | $1.6M |
| Delphi Management Inc. | 1.50% | Add +13.1% | 4,272 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | No change | 4,200 | $1.5M |
| Achmea Investment Management B.V. | 0.02% | Add +11.7% | 4,111 | $1.5M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 4,099 | $1.5M |
| Mizuho Securities USA LLC | 0.03% | Add +45.1% | 4,073 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +44.6% | 4,013 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +68.7% | 3,963 | $1.4M |
| Quinn Opportunity Partners LLC | 0.10% | No change | 3,872 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.5% | 3,863 | $1.4M |
| USS Investment Management Ltd | 0.01% | Reduce -49.1% | 3,853 | $1.4M |
| Uncommon Cents Investing LLC | 0.41% | Add +0.5% | 3,830 | $1.4M |
| Panagora Asset Management Inc. | 0.01% | Reduce -13.6% | 3,787 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -0.0% | 3,786 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -23.1% | 3,758 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.3% | 3,687 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -11.1% | 3,657 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Add +1.6% | 3,543 | $1.3M |
| Nordea Investment Management AB | 0.00% | Reduce -86.9% | 3,526 | $1.3M |
| Randolph Co Inc | 0.14% | New | 3,524 | $1.3M |
| Polianta Ltd | 0.61% | Add +20.7% | 3,500 | $1.3M |
| Creative Planning | 0.00% | Add +36.2% | 3,419 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 3,385 | $1.2M |
| Tidal Investments LLC | 0.01% | Add +4.6% | 3,373 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Reduce -9.9% | 3,242 | $1.2M |
| Icon Advisers Inc. | 0.27% | No change | 3,200 | $1.2M |
| CSS LLC | 0.22% | Add +27.6% | 3,190 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,156 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +26.1% | 3,145 | $1.1M |
| BayBridge Capital Group, LLC | 0.83% | Add +7.0% | 3,140 | $1.1M |
| LBP Am SA | 0.02% | No change | 3,075 | $1.1M |
| Dark Forest Capital Management LP | 0.16% | Reduce -3.1% | 3,071 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +40.0% | 2,980 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +40.0% | 2,980 | $1.1M |
| Kentucky Retirement Systems | 0.03% | Reduce -1.4% | 2,974 | $1.1M |
| PEAK6 LLC | 0.04% | — | 2,967 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 2,957 | $1.1M |
| Verition Fund Management LLC | 0.01% | Reduce -17.2% | 2,945 | $1.1M |
| Praxis Investment Management Inc. | 0.07% | No change | 2,840 | $1.0M |
| Exchange Traded Concepts, LLC | 0.02% | Add +15.5% | 2,801 | $1.0M |
| Virtu Financial LLC | 0.05% | New | 2,790 | $1.0M |
| Lecap Asset Management Ltd. | 0.27% | Reduce -65.5% | 2,786 | $1.0M |
| Old National Bancorp | 0.02% | Reduce -20.9% | 2,776 | $1.0M |
| Nebula Research & Development LLC | 0.12% | New | 2,773 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -47.3% | 2,771 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | Add +3.0% | 2,678 | $971K |
| BNP Paribas | 0.01% | No change | 2,670 | $959K |
| Traynor Capital Management, Inc. | 0.07% | Add +31.6% | 2,628 | $953K |
| Gotham Asset Management | 0.01% | Add +13.3% | 2,617 | $949K |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -0.1% | 2,605 | $944K |
| Captrust Financial Advisors | 0.00% | Add +11.3% | 2,588 | $938K |
| SG Americas Securities, LLC | 0.00% | Reduce -89.5% | 2,570 | $932K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.2% | 2,483 | $915K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.24% | New | 2,511 | $910K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | Reduce -32.0% | 2,443 | $885K |
| Commerce Bank | 0.01% | Add +0.6% | 2,404 | $871K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +3.3% | 2,401 | $870K |
| PAX Financial Group, LLC | 0.16% | Add +2.4% | 2,393 | $867K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.4% | 2,382 | $863K |
| M&T Bank Corp | 0.00% | Reduce -9.2% | 2,376 | $861K |
| Metis Global Partners, LLC | 0.03% | Add +69.6% | 2,368 | $858K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.0% | 2,366 | $858K |
| Center For Asset Management LLC | 0.55% | Add +0.9% | 2,354 | $853K |
| Synovus Financial Corp. | 0.01% | Reduce -49.1% | 2,322 | $842K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.2% | 2,300 | $834K |
| Securian Asset Management, Inc. | 0.02% | Reduce -4.2% | 2,286 | $829K |
| HB Wealth Management, LLC | 0.01% | Add +16.7% | 2,260 | $819K |
| Daymark Wealth Partners, LLC | 0.03% | No change | 2,250 | $816K |
| Citadel Investment Advisory, Inc. | 0.42% | No change | 2,227 | $807K |
| Elevated Capital Advisors, LLC | 0.22% | Add +6.2% | 2,193 | $795K |
| Renaissance Group LLC | 0.03% | Reduce -16.7% | 2,110 | $765K |
| Hussman Strategic Advisors, Inc. | 0.22% | New | 2,100 | $761K |
| Ipswich Investment Management Co., Inc. | 0.18% | New | 2,100 | $761K |
| New Mexico Educational Retirement Board | 0.03% | No change | 2,100 | $761K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -7.0% | 2,083 | $755K |
| Guggenheim Capital LLC | 0.01% | Reduce -75.8% | 2,077 | $753K |
| Worldquant Millennium Advisors LLC | 0.00% | Add +109.0% | 2,077 | $753K |
| Capital Insight Partners, LLC | 0.13% | Add +7.0% | 2,063 | $748K |
| Centiva Capital, LP | 0.03% | Reduce -64.0% | 2,035 | $738K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -21.6% | 2,027 | $735K |
| Graham Capital Management, L.P. | 0.04% | Add +146.9% | 2,022 | $733K |
| D.A. Davidson & Co. | 0.01% | Add +146.1% | 2,018 | $732K |
| TFB Advisors LLC | 0.21% | Reduce -3.2% | 1,990 | $721K |
| Silver Oak Securities, Incorporated | 0.07% | New | 2,005 | $721K |
| Dakota Wealth Management | 0.02% | Add +1.7% | 1,945 | $705K |
| ING Groep NV | 0.00% | Reduce -11.0% | 1,942 | $704K |
| NewEdge Advisors, LLC | 0.00% | Add +38.1% | 1,928 | $699K |
| Norinchukin Bank, The | 0.01% | Add +8.4% | 1,927 | $698K |
| Capstone Investment Advisors, LLC | 0.01% | Add +167.7% | 1,898 | $688K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.8% | 1,889 | $681K |
| Legend Financial Advisors, Inc. | 0.48% | Add +6.5% | 1,860 | $674K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -8.9% | 1,856 | $673K |
| Greenwood Capital Associates LLC | 0.09% | Reduce -6.4% | 1,814 | $658K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.6% | 1,778 | $644K |
| MML Investors Services, LLC | 0.00% | Add +53.8% | 1,758 | $637K |
| Vontobel Holding Ltd. | 0.00% | Reduce -2.8% | 1,745 | $632K |
| Readystate Asset Management LP | 0.05% | New | 1,739 | $630K |
| Petrus Trust Company, LTA | 0.06% | Reduce -14.0% | 1,732 | $628K |
| Neuberger Berman Group LLC | 0.00% | Reduce -9.4% | 1,722 | $624K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 1,722 | $624K |
| Transatlantique Private Wealth LLC | 0.23% | Reduce -9.5% | 1,674 | $607K |
| Fieldview Capital Management, LLC | 0.09% | — | 1,668 | $605K |
| Unison Advisors LLC | 0.07% | Add +0.5% | 1,664 | $603K |
| State of Wyoming | 0.08% | Add +117.1% | 1,663 | $603K |
| Tudor Investment Corporation | 0.01% | Reduce -97.0% | 1,637 | $593K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.4% | 1,627 | $590K |
| Ieq Capital, LLC | 0.01% | Add +89.7% | 1,614 | $585K |
| Atria Investments, Inc | 0.01% | New | 1,602 | $581K |
| Argent Trust Co | 0.02% | No change | 1,535 | $556K |
| Aull & Monroe Investment Management Corp | 0.28% | No change | 1,500 | $544K |
| Peloton Wealth Strategists | 0.22% | Add +39.6% | 1,480 | $536K |
| MeadowBrook Investment Advisors LLC | 0.48% | Reduce -1.7% | 1,478 | $536K |
| Legacy Wealth Asset Management, LLC | 0.14% | Reduce -0.7% | 1,450 | $526K |
| Trail Ridge Investment Advisors, LLC | 0.24% | No change | 1,422 | $515K |
| Nomura Holdings Inc. | 0.00% | New | 1,420 | $515K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -21.4% | 1,417 | $514K |
| AXA S.A. | 0.00% | Reduce -79.9% | 1,404 | $509K |
| Catalyst Funds Management Pty Ltd | 0.13% | Add +600.0% | 1,400 | $507K |
| Allstate Corp. | 0.01% | New | 1,397 | $506K |
| First Hawaiian Bank | 0.02% | No change | 1,392 | $505K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +54.6% | 1,385 | $502K |
| Savant Capital, LLC | 0.00% | Add +1.7% | 1,338 | $485K |
| Lester Murray Antman dba SimplyRich | 0.14% | Add +2.7% | 1,328 | $481K |
| Heron Bay Capital Management | 0.10% | Add +0.8% | 1,327 | $481K |
| Keybank National Association | 0.00% | Reduce -5.1% | 1,318 | $478K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.0% | 1,338 | $471K |
| Blair William & Co. | 0.00% | Reduce -71.9% | 1,299 | $471K |
| Rowlandmiller & Partners.adv | 0.10% | No change | 1,295 | $469K |
| Abacus Planning Group, Inc. | 0.08% | Add +27.9% | 1,293 | $469K |
| E&G Advisors, LLC | 0.12% | Reduce -3.8% | 1,265 | $459K |
| Cornerstone Select Advisors, LLC | 0.43% | — | 1,244 | $451K |
| Mather Group, Llc. | 0.01% | Add +1.3% | 1,231 | $446K |
| Investment Management Corp of Ontario | 0.01% | Reduce -14.0% | 1,228 | $445K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 1,214 | $440K |
| Greenleaf Trust | 0.00% | Add +3.8% | 1,213 | $440K |
| Baird Financial Group, Inc. | 0.00% | Add +0.8% | 1,201 | $435K |
| Checchi Capital Advisers, LLC | 0.03% | Add +0.4% | 1,165 | $422K |
| Huntington National Bank | 0.00% | Reduce -7.2% | 1,153 | $418K |
| Assenagon Asset Management S.A. | 0.00% | New | 1,150 | $417K |
| Sculati Wealth Management, LLC | 0.16% | Add +47.5% | 1,143 | $414K |
| Bank of Stockton | 0.13% | Reduce -19.3% | 1,140 | $413K |
| Independent Advisor Alliance | 0.01% | Reduce -12.7% | 1,136 | $412K |
| Wellington Shields & Co., LLC | 0.12% | No change | 1,100 | $399K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -7.9% | 1,087 | $394K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +60.1% | 1,071 | $388K |
| Verdence Capital Advisors LLC | 0.03% | Add +7.8% | 1,069 | $388K |
| Waterway Wealth Management, LLC | 0.17% | Add +41.2% | 1,062 | $385K |
| World Investment Advisors | 0.01% | Add +19.1% | 1,062 | $385K |
| Vinva Investment Management Ltd | 0.01% | Reduce -90.2% | 1,069 | $384K |
| Csenge Advisory Group | 0.02% | Add +5.7% | 1,056 | $383K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 1,042 | $378K |
| EntryPoint Capital, LLC | 0.16% | Add +101.4% | 1,039 | $377K |
| Blueshift Asset Management, LLC | 0.13% | Add +64.0% | 1,015 | $368K |
| Boston Trust Walden Corp | 0.00% | Reduce -97.0% | 1,000 | $362K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -33.2% | 995 | $360K |
| Erste Asset Management GmbH | 0.00% | Reduce -9.1% | 1,000 | $360K |
| Fifth Third Bancorp | 0.00% | Reduce -6.9% | 975 | $353K |
| Walleye Trading LLC | 0.01% | New | 974 | $353K |
| Cutter & CO Brokerage, Inc. | 0.09% | Reduce -1.5% | 973 | $353K |
| Wealthstar Advisors, LLC | 0.15% | — | 972 | $352K |
| Coldstream Capital Management Inc. | 0.01% | Add +35.8% | 952 | $345K |
| Sit Investment Associates Inc. | 0.01% | Reduce -77.3% | 947 | $343K |
| Forum Financial Management, LP | 0.01% | Add +3.0% | 938 | $340K |
| Pitcairn Co. | 0.02% | Reduce -3.6% | 936 | $339K |
| Alps Advisors Inc. | 0.00% | No change | 917 | $332K |
| Vestcor Inc | 0.01% | No change | 911 | $330K |
| Point72 (DIFC) Ltd | 0.03% | Reduce -79.9% | 903 | $327K |
| Arkadios Wealth Advisors | 0.02% | No change | 903 | $327K |
| Credit Capital Investments LLC | 0.42% | New | 900 | $326K |
| Siemens Fonds Invest GmbH | 0.03% | Add +51.5% | 906 | $326K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 897 | $325K |
| CWA Asset Management Group, LLC | 0.02% | Add +2.4% | 888 | $322K |
| United Capital Financial Advisors, LLC | 0.00% | Add +7.1% | 888 | $322K |
| Arete Wealth Advisors, LLC | 0.02% | New | 883 | $320K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -10.8% | 872 | $316K |
| Abn Amro Investment Solutions | 0.01% | Reduce -90.5% | 869 | $315K |
| Choreo, LLC | 0.00% | Add +38.4% | 862 | $310K |
| Gitterman Wealth Management, LLC | 0.13% | New | 850 | $308K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 850 | $308K |
| Balefire, LLC | 0.10% | New | 838 | $304K |
| Clarius Group, LLC | 0.02% | Reduce -1.8% | 840 | $304K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +12.1% | 813 | $295K |
| Horizon Advisory Services, Inc. | 0.17% | New | 800 | $290K |
| TrinityPoint Wealth, LLC | 0.04% | Reduce -10.4% | 789 | $286K |
| V-Square Quantitative Management LLC | 0.04% | Add +2.2% | 784 | $284K |
| Howard Bailey Securities, LLC | 0.10% | New | 777 | $282K |
| Two Sigma Securities, LLC | 0.05% | Reduce -57.4% | 772 | $280K |
| Mma Asset Management LLC | 0.12% | New | 768 | $278K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | Reduce -64.1% | 749 | $271K |
| Ramirez Asset Management, Inc. | 0.05% | No change | 740 | $268K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -5.6% | 728 | $264K |
| Ancora Advisors LLC | 0.01% | No change | 725 | $263K |
| Cibc World Market Inc. | 0.00% | Add +37.8% | 722 | $262K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -20.7% | 715 | $260K |
| Lingohr Asset Management GmbH | 0.54% | Reduce -63.1% | 723 | $260K |
| Wedmont Private Capital | 0.01% | Add +15.1% | 734 | $259K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -9.3% | 715 | $259K |
| Blackhawk Capital Partners, LLC | 0.13% | Add +29.3% | 706 | $256K |
| Moors & Cabot, Inc. | 0.01% | Add +0.9% | 704 | $255K |
| Paragon Capital Management Ltd | 0.05% | Reduce -1.7% | 700 | $254K |
| Callan Family Office, LLC | 0.02% | New | 692 | $251K |
| Jain Global LLC | 0.01% | — | 682 | $247K |
| Van Eck Associates Corp. | 0.00% | Add +61.5% | 680 | $246K |
| Gsa Capital Partners LLP | 0.02% | New | 677 | $245K |
| HFG Advisors, Inc. | 0.21% | No change | 675 | $245K |
| Red Door Wealth Management, LLC | 0.04% | Add +0.1% | 670 | $243K |
| Leonteq Securities AG | 0.02% | Reduce -0.3% | 670 | $243K |
| Foundations Investment Advisors, LLC | 0.00% | Add +5.9% | 661 | $239K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -1.9% | 654 | $237K |
| Texas Yale Capital Corp. | 0.01% | No change | 650 | $236K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | New | 646 | $234K |
| GeoWealth Management, LLC | 0.01% | Add +862.7% | 645 | $234K |
| Mufg Securities Americas Inc. | 0.03% | — | 635 | $230K |
| Cozad Asset Management Inc. | 0.02% | Reduce -28.3% | 635 | $230K |
| Lido Advisors, LLC | 0.00% | Add +1.9% | 631 | $229K |
| Smithfield Trust Co | 0.01% | No change | 630 | $228K |
| FWG Investments, LLC. | 0.17% | New | 617 | $224K |
| Covestor Ltd | 0.14% | Add +18.1% | 614 | $223K |
| Quent Capital, LLC | 0.02% | Reduce -5.1% | 611 | $222K |
| Alpha Omega Wealth Management LLC | 0.04% | New | 611 | $222K |
| Profund Advisors LLC | 0.01% | Reduce -15.6% | 603 | $219K |
| NEOS Investment Management LLC | 0.01% | Reduce -0.7% | 601 | $218K |
| Horizon Investments, LLC | 0.01% | Add +2.2% | 600 | $217K |
| Colonial Trust Co / SC | 0.03% | Add +141.7% | 597 | $216K |
| Ascent Group, LLC | 0.02% | Reduce -13.5% | 594 | $215K |
| AlphaCentric Advisors LLC | 0.21% | Reduce -7.2% | 590 | $214K |
| R Squared Ltd | 0.20% | — | 570 | $207K |
| Somerset Trust Co | 0.08% | Add +0.9% | 569 | $206K |
| Legacy Advisors, LLC | 0.02% | New | 568 | $206K |
| Scientech Research LLC | 0.06% | Reduce -64.4% | 561 | $203K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.2% | 561 | $203K |
| Baader Bank Aktiengesellschaft | 0.02% | New | 558 | $202K |
| Darwin Wealth Management, LLC | 0.07% | Add +0.7% | 553 | $201K |
| Edge Capital Group, LLC | 0.01% | No change | 553 | $200K |
| GAMMA Investing LLC | 0.02% | Reduce -36.1% | 545 | $198K |
| Centaurus Financial, Inc. | 0.01% | Reduce -3.9% | 540 | $196K |
| Spire Wealth Management | 0.01% | Add +8883.3% | 539 | $195K |
| Walleye Capital LLC | 0.00% | Add +78.5% | 539 | $195K |
| CENTRAL TRUST Co | 0.00% | Add +44.3% | 518 | $188K |
| Chesapeake Asset Management LLC | 0.17% | Add +0.2% | 503 | $182K |
| Webster Bank, N. A. | 0.02% | No change | 500 | $181K |
| Principal Securities, Inc. | 0.00% | Reduce -68.2% | 496 | $180K |
| Westpac Banking Corp. | 0.01% | Reduce -53.5% | 485 | $176K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 438 | $159K |
| Bessemer Group Inc. | 0.00% | Reduce -51.6% | 428 | $155K |
| Grove Bank & Trust | 0.02% | Reduce -4.8% | 400 | $145K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -3.2% | 396 | $144K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.8% | 393 | $142K |
| Capital A Wealth Management, LLC | 0.23% | — | 379 | $137K |
| Steph & Co. | 0.04% | Add +10.6% | 366 | $133K |
| Blue Trust, Inc. | 0.00% | Reduce -22.6% | 350 | $127K |
| Signaturefd, LLC | 0.00% | Reduce -39.5% | 324 | $117K |
| Park Square Financial Group, LLC | 0.07% | — | 288 | $104K |
| Avior Wealth Management, LLC | 0.00% | Add +22.4% | 257 | $93K |
| Penserra Capital Management LLC | 0.00% | Add +65.6% | 260 | $93K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -52.2% | 254 | $92K |
| CI Investments Inc. | 0.00% | Reduce -18.3% | 254 | $92K |
| Asset Dedication, LLC | 0.01% | No change | 250 | $91K |
| Versant Capital Management, Inc | 0.02% | Reduce -0.8% | 240 | $87K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +43.5% | 211 | $76K |
| Quadrant Capital Group LLC | 0.01% | Reduce -9.0% | 202 | $73K |
| Caitong International Asset Management Co., Ltd | 0.07% | — | 201 | $73K |
| First Financial Corp. | 0.03% | No change | 200 | $72K |
| Private Trust Co. NA | 0.01% | Add +48.5% | 196 | $71K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +19.6% | 195 | $71K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -19.3% | 193 | $70K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.04% | — | 190 | $69K |
| MAI Capital Management | 0.00% | New | 181 | $66K |
| Sentry Investment Management LLC | 0.03% | Reduce -13.8% | 162 | $59K |
| Key Financial Inc | 0.01% | No change | 159 | $58K |
| Optiver Holding B.V. | 0.00% | New | 142 | $51K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.5% | 135 | $49K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 129 | $47K |
| Brooklyn Investment Group | 0.01% | Add +20.0% | 120 | $43K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -24.8% | 115 | $42K |
| WPG Advisers, LLC | 0.04% | — | 111 | $40K |
| Atlatl Advisers LLC | 0.02% | — | 111 | $40K |
| Montag A & Associates Inc. | 0.00% | No change | 110 | $40K |
| Thompson Investment Management, Inc. | 0.01% | No change | 104 | $38K |
| Jones Financial Companies LLLP | 0.00% | Add +17.6% | 100 | $36K |
| Clearstead Advisors, LLC | 0.00% | Add +11.5% | 97 | $35K |
| Geneos Wealth Management Inc. | 0.00% | No change | 91 | $33K |
| Eastern Bank | 0.00% | No change | 90 | $33K |
| Bayforest Capital Ltd | 0.04% | — | 87 | $32K |
| Bruce G. Allen Investments, LLC | 0.03% | Add +10.3% | 86 | $31K |
| SBI Securities Co., Ltd. | 0.00% | — | 86 | $31K |
| Lindbrook Capital, LLC | 0.00% | Reduce -3.4% | 85 | $31K |
| Empirical Asset Management, LLC | 0.01% | New | 30,581 | $31K |
| Cromwell Holdings LLC | 0.02% | No change | 82 | $30K |
| DT Investment Partners, LLC | 0.00% | No change | 82 | $30K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 80 | $29K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -38.5% | 80 | $29K |
| Heritage Wealth Advisors | 0.00% | No change | 80 | $29K |
| Sunbelt Securities, Inc. | 0.00% | New | 80 | $29K |
| Global Retirement Partners, LLC | 0.00% | Reduce -67.8% | 77 | $28K |
| Smartleaf Asset Management LLC | 0.00% | Add +27.1% | 75 | $27K |
| Allworth Financial LP | 0.00% | Add +2.9% | 70 | $26K |
| Arax Advisory Partners | 0.00% | Reduce -65.2% | 70 | $25K |
| Whipplewood Advisors, LLC | 0.01% | — | 67 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -35.6% | 67 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 64 | $23K |
| Caldwell Trust Co | 0.00% | No change | 62 | $22K |
| Piscataqua Savings Bank | 0.02% | No change | 56 | $20K |
| Riverview Trust Co | 0.02% | No change | 55 | $20K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 51 | $18K |
| Synergy Asset Management, LLC | 0.00% | New | 44 | $17K |
| CVA Family Office, LLC | 0.00% | Add +45.2% | 45 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $15K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.7% | 41 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -99.6% | 40 | $14K |
| Barrett & Company, Inc. | 0.01% | No change | 40 | $14K |
| Bell Investment Advisors, Inc | 0.00% | Add +254.6% | 39 | $14K |
| Larson Financial Group LLC | 0.00% | Add +52.0% | 38 | $14K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -30.0% | 35 | $13K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -99.7% | 35 | $13K |
| GW&K Investment Management, LLC | 0.00% | Reduce -5.7% | 33 | $12K |
| Caitlin John, LLC | 0.01% | No change | 32 | $12K |
| Zions Bancorporation, N.A. | 0.00% | No change | 32 | $12K |
| Atwood & Palmer Inc. | 0.00% | No change | 31 | $11K |
| Harbour Investments, Inc. | 0.00% | Reduce -32.6% | 31 | $11K |
| Rakuten Securities, Inc. | 0.00% | New | 30 | $11K |
| UMB Bank, n.a. | 0.00% | Reduce -53.9% | 30 | $11K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -64.1% | 28 | $10K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -15.6% | 27 | $10K |
| MV Capital Management, Inc. | 0.00% | Reduce -15.6% | 27 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 26 | $9K |
| Kestra Investment Management, LLC | 0.00% | New | 25 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +76.9% | 23 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -37.8% | 23 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $7K |
| Hemington Wealth Management | 0.00% | Add +10.0% | 22 | $7K |
| Rothschild Investment LLC | 0.00% | Add +650.0% | 15 | $5K |
| Manchester Capital Management LLC | 0.00% | Add +100.0% | 14 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 13 | $5K |
| Sachetta, LLC | 0.00% | No change | 13 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 13 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 13 | $5K |
| HM Payson & Co. | 0.00% | Add +71.4% | 12 | $4K |
| Decker Retirement Planning Inc. | 0.00% | — | 11 | $4K |
| Ransom Advisory, Ltd | 0.00% | No change | 11 | $4K |
| WealthCollab, LLC | 0.00% | Reduce -70.0% | 9 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -25.0% | 9 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -66.7% | 3 | $3K |
| Washington Trust Advisors, Inc. | 0.00% | Add +14.3% | 8 | $3K |
| Global Financial Private Client, LLC | 0.00% | Add +33.3% | 8 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -30.0% | 7 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $3K |
| CoreCap Advisors, LLC | 0.00% | Add +600.0% | 7 | $3K |
| JNBA Financial Advisors | 0.00% | No change | 6 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Add +150.0% | 5 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 4 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 4 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 4 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -75.0% | 3 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 3 | $1K |
| Investors Research Corp | 0.00% | No change | 3 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 3 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 5 | $1K |
| Avion Wealth | 0.00% | Add +150.0% | 5 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +100.0% | 2 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 3 | $1K |
| Sierra Ocean, LLC | 0.00% | — | 2 | $725 |
| WealthTrak Capital Management LLC | 0.00% | — | 2 | $725 |
| MCF Advisors LLC | 0.00% | No change | 2 | $725 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $426 |
| Highline Wealth Partners LLC | 0.00% | No change | 1 | $366 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 1 | $363 |
| Redwood Park Advisors LLC | 0.00% | — | 1 | $363 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $363 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 1 | $363 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $362 |
| Aspect Partners, LLC | 0.00% | Reduce -66.7% | 1 | $362 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $362 |
| NewSquare Capital LLC | 0.00% | New | 1 | $362 |
| Nemes Rush Group LLC | 0.00% | New | 1 | $362 |
| Y.D. More Investments Ltd | 0.00% | Add +129.2% | 55 | $55 |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.