Everest GroupEG
13F holders, Q1 2025 (March 31)678holders −15
72new positions
87sold out
9famous investors
$363.34avg. 13F price*
At the end of Q1 2025, 678 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, down 15 from Q4 2024. 72 opened new positions and 87 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.3B) and State Street Corp. ($704.0M). 9 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Everest Group Ltd.
- Sector
- Finance
- CUSIP
- G3223R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $448.4M |
| Exits | 87 | $329.3M |
All 13F filers, Q4 2024 → Q1 2025: 4,025,067 shares bought and 3,752,354 shares sold, net +272,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 678 holders
| Vanguard Group Inc. | 0.04% | Add +0.3% | 5,577,376 | $2.0B |
| BlackRock, Inc. | 0.03% | Add +2.1% | 3,633,704 | $1.3B |
| State Street Corp. | 0.03% | Reduce -0.2% | 1,937,750 | $704.0M |
| Wellington Management Group LLP | 0.11% | Reduce -4.5% | 1,560,754 | $567.1M |
| Norges Bank | 0.07% | Add +5.3% | 1,419,943 | $515.9M |
| Vulcan Value Partners, LLC | 9.07% | Add +35.8% | 1,328,732 | $482.8M |
| Geode Capital Management, LLC | 0.03% | Add +3.5% | 1,205,257 | $441.2M |
| Franklin Resources Inc. | 0.12% | Reduce -12.4% | 1,122,684 | $407.9M |
| First Trust Advisors LP | 0.29% | Add +96.4% | 891,990 | $324.1M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.16% | New | 881,483 | $320.3M |
| Invesco Ltd. | 0.06% | Reduce -4.7% | 814,598 | $296.0M |
| AQR Capital Management | 0.27% | Reduce -5.0% | 712,959 | $257.8M |
| William Blair Investment Management, LLC | 0.72% | Add +9.3% | 702,337 | $255.2M |
| Boston Partners | 0.31% | Add +3.3% | 696,765 | $253.2M |
| Altrinsic Global Advisors LLC | 12.25% | Add +10.7% | 682,979 | $248.1M |
| Massachusetts Financial Services Co. | 0.07% | Add +11.4% | 552,972 | $200.9M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -4.5% | 546,659 | $198.6M |
| Morgan Stanley | 0.01% | Reduce -23.4% | 466,028 | $169.3M |
| Northern Trust Corp. | 0.02% | Add +4.5% | 438,236 | $159.2M |
| LSV Asset Management | 0.36% | Reduce -3.4% | 417,715 | $151.8M |
| Assetmark, Inc. | 0.41% | Reduce -2.0% | 407,223 | $148.0M |
| Polar Capital Holdings Plc | 0.88% | Add +7.1% | 395,000 | $143.5M |
| Champlain Investment Partners, LLC | 1.03% | Reduce -54.7% | 390,635 | $141.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.6% | 385,989 | $140.2M |
| Nuveen, LLC | 0.04% | — | 378,218 | $137.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +6.0% | 358,168 | $130.1M |
| Victory Capital Management Inc. | 0.13% | Add +39.7% | 353,205 | $128.3M |
| FMR LLC | 0.01% | Reduce -15.4% | 313,509 | $113.9M |
| Sterling Capital Management LLC | 1.57% | Reduce -0.1% | 278,242 | $101.1M |
| Legal & General Group Plc | 0.03% | Reduce -20.1% | 263,431 | $95.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.2% | 255,526 | $92.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.1% | 252,511 | $91.8M |
| UBS Group AG | 0.02% | Add +125.4% | 247,475 | $89.9M |
| Balyasny Asset Management L.P. | 0.23% | Add +28.9% | 244,893 | $89.0M |
| Earnest Partners LLC | 0.40% | Add +3.0% | 232,767 | $84.6M |
| Bank of Montreal | 0.04% | Add +17.7% | 213,843 | $77.7M |
| Donald Smith & Co., Inc. | 1.79% | Add +29.4% | 201,189 | $73.1M |
| Deutsche Bank AG | 0.03% | Reduce -14.5% | 199,058 | $72.3M |
| California Public Employees Retirement System | 0.05% | Reduce -3.1% | 193,794 | $70.4M |
| Johnson Investment Counsel Inc. | 0.67% | Add +2.3% | 190,646 | $69.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -1.8% | 181,631 | $66.0M |
| Bank of America Corp. | 0.01% | Add +18.4% | 181,277 | $65.9M |
| Amundi | 0.02% | Add +72.6% | 180,484 | $65.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +12.2% | 172,718 | $62.8M |
| Citadel Advisors | 0.05% | Add +49.7% | 150,218 | $54.6M |
| Raymond James Financial Inc. | 0.02% | Add +12.4% | 149,813 | $54.4M |
| Barclays PLC | 0.02% | Reduce -0.3% | 145,749 | $53.0M |
| Sei Investments Co. | 0.07% | Add +4.0% | 144,537 | $52.5M |
| General American Investors Co. Inc. | 3.89% | No change | 144,286 | $52.4M |
| Man Group plc | 0.16% | Reduce -10.2% | 142,890 | $51.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.38% | — | 142,300 | $51.7M |
| Talaria Asset Management Pty Ltd | 12.97% | Add +73.5% | 136,000 | $49.4M |
| Swiss National Bank | 0.03% | Reduce -0.9% | 121,200 | $44.0M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Add +69.8% | 119,181 | $43.3M |
| Systematic Financial Management LP | 1.20% | Add +8.2% | 116,158 | $42.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.5% | 114,410 | $41.6M |
| Russell Investments Group, Ltd. | 0.06% | Add +183.4% | 112,345 | $40.7M |
| Jacobs Levy Equity Management, Inc. | 0.16% | Add +34.3% | 110,983 | $40.3M |
| Truist Financial Corp. | 0.06% | Add +16.9% | 108,596 | $39.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.3% | 106,646 | $38.7M |
| Mackenzie Financial Corp. | 0.05% | Add +5.2% | 105,992 | $38.5M |
| Perpetual Ltd | 0.46% | New | 104,366 | $37.9M |
| Janus Henderson Group PLC | 0.02% | Add +1916.8% | 100,902 | $36.5M |
| South Dakota Investment Council | 0.74% | Add +7.4% | 99,181 | $36.0M |
| Storebrand Asset Management As | 0.11% | Reduce -5.6% | 96,530 | $35.1M |
| Deprince Race & Zollo Inc. | 0.72% | Add +3.6% | 96,110 | $34.9M |
| Robeco Institutional Asset Management B.V. | 0.07% | Add +10.3% | 95,414 | $34.7M |
| Zimmer Partners, LP | 0.70% | Reduce -30.9% | 95,000 | $34.5M |
| Bridgewater Associates | 0.16% | Add +112.2% | 93,772 | $34.1M |
| Squarepoint Ops LLC | 0.08% | Add +0.4% | 91,451 | $33.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -15.7% | 91,283 | $33.2M |
| Royal Bank of Canada | 0.01% | Reduce -22.6% | 85,326 | $31.0M |
| FIL Ltd | 0.03% | Reduce -21.5% | 84,719 | $30.8M |
| AustralianSuper Pty Ltd | 0.17% | Add +75.6% | 84,290 | $30.6M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -31.8% | 83,819 | $30.5M |
| Rhumbline Advisers | 0.03% | Add +8.3% | 82,192 | $29.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +13.5% | 78,859 | $28.7M |
| Vest Financial, LLC | 0.44% | Add +1041.9% | 78,221 | $28.4M |
| Renaissance Technologies | 0.04% | Add +6.2% | 77,700 | $28.2M |
| American Century Companies Inc. | 0.02% | Reduce -28.8% | 74,773 | $27.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -29.2% | 72,611 | $26.4M |
| Prospector Partners LLC | 2.69% | Add +12.3% | 64,016 | $23.3M |
| California State Teachers Retirement System | 0.03% | Reduce -0.0% | 63,936 | $23.2M |
| Korea Investment CORP | 0.05% | Add +130.4% | 62,093 | $22.6M |
| TCTC Holdings, LLC | 0.79% | Add +0.3% | 61,380 | $22.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.9% | 60,474 | $22.0M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.37% | No change | 59,634 | $21.7M |
| Principal Financial Group Inc. | 0.01% | Add +7.9% | 55,123 | $20.0M |
| Arnhold LLC | 1.99% | Add +9.5% | 54,097 | $19.7M |
| Martingale Asset Management L P | 0.49% | Reduce -3.5% | 53,047 | $19.3M |
| Intech Investment Management LLC | 0.20% | Reduce -17.8% | 52,397 | $19.0M |
| GMO | 0.06% | Add +3.1% | 51,789 | $18.8M |
| Equitable Trust Co. | 1.03% | Add +200.2% | 51,029 | $18.5M |
| D. E. Shaw & Co. | 0.02% | Add +259.1% | 50,452 | $18.3M |
| Citigroup Inc. | 0.01% | Add +36.6% | 47,463 | $17.2M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Add +15.3% | 47,453 | $17.2M |
| HSBC Holdings PLC | 0.01% | Reduce -1.3% | 47,344 | $17.2M |
| Grace & White Inc. | 3.32% | No change | 47,232 | $17.2M |
| Cwm, LLC | 0.07% | Reduce -1.2% | 46,799 | $17.0M |
| Royal London Asset Management Ltd. | 0.04% | Add +21.9% | 46,744 | $17.0M |
| Woodline Partners LP | 0.11% | New | 46,064 | $16.7M |
| TD Asset Management Inc | 0.02% | Reduce -36.3% | 45,541 | $16.5M |
| New York State Common Retirement Fund | 0.02% | Add +16.0% | 44,703 | $16.2M |
| Pathstone Holdings, LLC | 0.07% | Reduce -1.9% | 43,811 | $15.9M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +10.1% | 42,143 | $15.3M |
| Philadelphia Financial Management of San Francisco, LLC | 3.41% | New | 42,199 | $15.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -9.4% | 41,062 | $14.9M |
| Clough Capital Partners L P | 1.88% | Reduce -22.4% | 41,033 | $14.9M |
| Davis Selected Advisers | 0.08% | Add +1.1% | 39,662 | $14.4M |
| Millennium Management | 0.01% | Reduce -87.6% | 39,472 | $14.3M |
| Northwest & Ethical Investments L.P. | 0.38% | Add +9.4% | 38,983 | $14.2M |
| Allianz Asset Management GmbH | 0.02% | Reduce -20.0% | 38,538 | $14.0M |
| Frontier Capital Management Co. LLC | 0.15% | Reduce -27.0% | 37,819 | $13.7M |
| Swedbank AB | 0.02% | Reduce -0.6% | 37,025 | $13.5M |
| Te Ahumairangi Investment Management Ltd | 2.76% | Add +1.0% | 35,930 | $13.1M |
| National Bank of Canada | 0.02% | Add +68.5% | 35,728 | $13.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -0.9% | 34,448 | $12.5M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -0.2% | 33,985 | $12.1M |
| LMCG Investments, LLC | 0.78% | Reduce -5.6% | 32,337 | $11.7M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +2.8% | 32,147 | $11.7M |
| Aberdeen Group plc | 0.02% | Add +55.8% | 31,727 | $11.5M |
| National Pension Service | 0.01% | Reduce -69.9% | 30,340 | $11.0M |
| Mediolanum International Funds Ltd | 0.15% | Reduce -5.6% | 30,311 | $11.0M |
| Aviva PLC | 0.03% | Add +14.5% | 29,818 | $10.8M |
| QRG Capital Management, Inc. | 0.11% | Reduce -23.3% | 29,697 | $10.8M |
| Natixis Advisors, LLC | 0.02% | Reduce -1.2% | 29,213 | $10.6M |
| NFC Investments, LLC | 3.15% | Reduce -4.2% | 29,145 | $10.6M |
| Fisher Funds Management LTD | 0.25% | No change | 28,822 | $10.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +154.1% | 28,787 | $10.5M |
| Clearbridge Investments, LLC | 0.01% | Add +0.8% | 28,659 | $10.4M |
| Waverly Advisors, LLC | 0.13% | New | 28,634 | $10.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -18.5% | 28,358 | $10.3M |
| KLP Kapitalforvaltning As | 0.05% | Add +91.5% | 28,041 | $10.2M |
| Glenmede Trust Co. NA | 0.05% | Reduce -4.4% | 27,795 | $10.1M |
| LPL Financial LLC | 0.00% | Reduce -14.9% | 27,208 | $9.9M |
| Cerity Partners LLC | 0.02% | Reduce -5.9% | 26,153 | $9.5M |
| Brandywine Global Investment Management, LLC | 0.07% | Add +109.5% | 26,030 | $9.5M |
| Twin Tree Management, LP | 0.21% | Reduce -40.1% | 25,991 | $9.4M |
| Bank of Nova Scotia | 0.02% | Reduce -77.5% | 25,787 | $9.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -17.5% | 25,585 | $9.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -13.1% | 25,531 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -7.0% | 24,908 | $9.0M |
| Pictet Asset Management Holding SA | 0.01% | Add +5.0% | 24,776 | $9.0M |
| Corient Private Wealth LP | 0.01% | Reduce -6.1% | 24,724 | $9.0M |
| Empowered Funds, LLC | 0.12% | Reduce -18.9% | 24,029 | $8.7M |
| LS Investment Advisors, LLC | 1.32% | Reduce -1.7% | 23,592 | $8.6M |
| Tudor Investment Corporation | 0.08% | Add +1335.3% | 23,496 | $8.5M |
| Gillson Capital LP | 0.71% | Reduce -61.0% | 23,021 | $8.4M |
| DAVENPORT & Co LLC | 0.05% | Add +17.1% | 22,874 | $8.3M |
| Quantinno Capital Management LP | 0.05% | Add +96.7% | 22,816 | $8.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -2.3% | 22,797 | $8.3M |
| Illinois Municipal Retirement Fund | 0.12% | Add +52.4% | 22,778 | $8.3M |
| Danske Bank A/S | 0.03% | Add +0.6% | 22,771 | $8.3M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +0.2% | 22,629 | $8.2M |
| MetLife Investment Management, LLC | 0.04% | Add +92.0% | 22,435 | $8.2M |
| Toronto Dominion Bank | 0.02% | Reduce -3.0% | 22,333 | $8.1M |
| New Age Alpha Advisors, LLC | 0.36% | Reduce -10.4% | 22,050 | $8.0M |
| Artisan Partners Limited Partnership | 0.01% | Add +58.9% | 21,086 | $7.7M |
| APG Asset Management N.V. | 0.02% | Reduce -0.9% | 22,700 | $7.6M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.1% | 19,436 | $7.1M |
| Voya Investment Management LLC | 0.01% | Add +1.0% | 19,091 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -49.5% | 19,086 | $6.9M |
| Wells Fargo & Company | 0.00% | Add +3.3% | 18,996 | $6.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -14.9% | 18,688 | $6.8M |
| Lazard Asset Management LLC | 0.01% | Reduce -34.5% | 18,549 | $6.7M |
| Asset Management One Co., Ltd. | 0.02% | Add +2.8% | 18,387 | $6.7M |
| Numerai GP LLC | 1.25% | Add +33.5% | 18,183 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.7% | 18,007 | $6.5M |
| Capital Fund Management S.A. | 0.08% | Reduce -31.8% | 17,677 | $6.4M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -18.9% | 17,577 | $6.4M |
| Dupree Financial Group, LLC | 2.64% | New | 16,911 | $6.1M |
| Regions Financial Corp. | 0.04% | Reduce -59.2% | 16,550 | $6.0M |
| Nuance Investments, LLC | 0.39% | Reduce -17.9% | 16,404 | $6.0M |
| Clear Harbor Asset Management, LLC | 0.47% | Reduce -1.4% | 16,375 | $5.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -88.9% | 16,353 | $5.9M |
| Mirabella Financial Services LLP | 0.25% | New | 16,230 | $5.9M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Reduce -12.2% | 15,800 | $5.7M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | Add +0.3% | 15,488 | $5.6M |
| Holocene Advisors, LP | 0.02% | Add +24.0% | 15,084 | $5.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -6.5% | 14,897 | $5.4M |
| Van Den Berg Management I, Inc. | 1.63% | Add +8.5% | 14,610 | $5.3M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +11.4% | 14,360 | $5.2M |
| Credit Agricole S A | 0.02% | Add +1.7% | 14,301 | $5.2M |
| Interval Partners, LP | 0.18% | New | 14,271 | $5.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +35.0% | 14,218 | $5.2M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -17.1% | 14,147 | $5.1M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -7.1% | 14,091 | $5.1M |
| Federated Hermes, Inc. | 0.01% | Add +17.1% | 13,901 | $5.1M |
| Engineers Gate Manager LP | 0.08% | New | 13,662 | $5.0M |
| Prana Capital Management, LP | 0.20% | Reduce -86.2% | 13,476 | $4.9M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +6.5% | 13,442 | $4.9M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -2.2% | 13,388 | $4.9M |
| Capstone Investment Advisors, LLC | 0.06% | Add +601.6% | 13,316 | $4.8M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -8.1% | 13,151 | $4.8M |
| PGGM Investments | 0.06% | No change | 13,108 | $4.8M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -11.7% | 13,085 | $4.8M |
| State of Michigan Retirement System | 0.03% | No change | 12,911 | $4.7M |
| Mariner, LLC | 0.01% | Reduce -22.4% | 12,793 | $4.6M |
| Arizona State Retirement System | 0.03% | Reduce -1.1% | 12,429 | $4.5M |
| KBC Group NV | 0.01% | Reduce -78.8% | 12,429 | $4.5M |
| Elevation Point Wealth Partners, LLC | 0.38% | Reduce -1.8% | 12,162 | $4.4M |
| Macquarie Group Ltd. | 0.01% | Add +7.0% | 11,977 | $4.4M |
| Meritage Portfolio Management | 0.29% | Reduce -0.7% | 11,968 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.8% | 11,836 | $4.3M |
| Quantbot Technologies LP | 0.14% | Reduce -5.7% | 11,810 | $4.3M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -0.7% | 11,589 | $4.2M |
| Public Sector Pension Investment Board | 0.02% | Add +2.7% | 11,447 | $4.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +137.5% | 11,322 | $4.1M |
| Great Lakes Advisors, LLC | 0.04% | Add +684.6% | 11,118 | $4.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Reduce -46.2% | 11,028 | $4.0M |
| IFM Investors Pty Ltd | 0.04% | No change | 10,935 | $4.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Reduce -9.2% | 10,887 | $4.0M |
| Hi-Line Capital Management, LLC | 1.44% | Add +2.2% | 10,580 | $3.8M |
| Continuum Advisory, LLC | 0.49% | Add +4.6% | 10,398 | $3.8M |
| Cary Street Partners Financial LLC | 0.12% | Reduce -0.8% | 10,282 | $3.7M |
| ProShare Advisors LLC | 0.01% | Reduce -24.0% | 10,095 | $3.7M |
| Shell Asset Management Co. | 0.17% | Reduce -4.2% | 10,053 | $3.7M |
| Corebridge Financial, Inc. | 0.02% | Reduce -3.0% | 9,948 | $3.6M |
| Wedge Capital Management L L P | 0.07% | Add +14.3% | 9,871 | $3.6M |
| Czech National Bank | 0.03% | Add +5.9% | 9,871 | $3.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +7.5% | 9,829 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +489.2% | 9,587 | $3.5M |
| Twinbeech Capital LP | 0.06% | New | 9,284 | $3.4M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.8% | 9,235 | $3.4M |
| Canada Pension Plan Investment Board | 0.00% | Add +1.0% | 8,969 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -69.7% | 8,714 | $3.2M |
| Manning & Napier Advisors LLC | 0.04% | Reduce -2.2% | 8,675 | $3.2M |
| Fca Corp. | 1.00% | Reduce -17.2% | 8,658 | $3.1M |
| Amalgamated Bank | 0.03% | Add +1.1% | 8,488 | $3.1M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Reduce -82.5% | 8,450 | $3.1M |
| Twin Capital Management Inc. | 0.35% | Reduce -4.3% | 8,291 | $3.0M |
| DNB Asset Management AS | 0.01% | Reduce -2.8% | 8,254 | $3.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -0.8% | 8,218 | $3.0M |
| Agf Management Ltd. | 0.02% | Add +23.6% | 8,146 | $3.0M |
| Forsta Ap-Fonden | 0.02% | Reduce -19.0% | 8,100 | $2.9M |
| US Bancorp \de | 0.00% | Add +1.6% | 8,061 | $2.9M |
| California First Leasing Corp. | 1.24% | No change | 7,740 | $2.8M |
| Alaska Permanent Fund Corp | 0.04% | No change | 7,833 | $2.8M |
| Panagora Asset Management Inc. | 0.01% | Add +95.8% | 7,415 | $2.7M |
| Xponance LLC | 0.03% | Add +0.9% | 7,196 | $2.6M |
| Utah Retirement Systems | 0.03% | Reduce -0.5% | 7,083 | $2.6M |
| Gilman Hill Asset Management, LLC | 0.44% | Add +1.4% | 7,003 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Add +1.9% | 6,924 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -89.9% | 6,889 | $2.5M |
| Lecap Asset Management Ltd. | 0.57% | Add +143.2% | 6,775 | $2.5M |
| Tredje AP-fonden | 0.02% | No change | 6,747 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.1% | 6,671 | $2.4M |
| New Vernon Investment Management LLC | 3.19% | Reduce -66.9% | 6,568 | $2.4M |
| Aquatic Capital Management LLC | 0.06% | New | 6,520 | $2.4M |
| CIBC Asset Management Inc | 0.01% | Reduce -1.1% | 6,494 | $2.4M |
| Kempner Capital Management Inc. | 1.32% | No change | 6,479 | $2.4M |
| Anchor Capital Advisors LLC | 0.07% | Add +4.1% | 6,463 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Add +0.8% | 6,416 | $2.3M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +18.4% | 6,407 | $2.3M |
| Alamar Capital Management, LLC | 1.37% | Reduce -3.3% | 6,336 | $2.3M |
| Teacher Retirement System of Texas | 0.01% | New | 6,286 | $2.3M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.5% | 6,209 | $2.3M |
| Aster Capital Management (DIFC) Ltd | 0.41% | New | 6,336 | $2.2M |
| STRS Ohio | 0.01% | Reduce -11.1% | 6,149 | $2.2M |
| Daiwa Securities Group Inc. | 0.01% | Add +7.6% | 6,139 | $2.2M |
| UniSuper Management Pty Ltd | 0.02% | No change | 6,062 | $2.2M |
| SG Americas Securities, LLC | 0.01% | Add +127.3% | 5,842 | $2.1M |
| Walleye Capital LLC | 0.03% | Add +964.9% | 5,740 | $2.1M |
| Strategic Investment Advisors / MI | 0.22% | Reduce -0.7% | 5,721 | $2.1M |
| Prudential PLC | 0.01% | Reduce -38.4% | 5,536 | $2.0M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Reduce -9.4% | 5,514 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.3% | 5,389 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.4% | 5,335 | $1.9M |
| Cibc World Markets Corp. | 0.01% | Reduce -23.5% | 5,184 | $1.9M |
| Prudential Financial Inc. | 0.00% | Add +0.7% | 5,155 | $1.9M |
| Trust Co. of Toledo NA | 0.25% | No change | 5,146 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 5,059 | $1.8M |
| Harbor Advisors LLC | 0.32% | No change | 5,000 | $1.8M |
| RBF Capital, LLC | 0.11% | No change | 5,000 | $1.8M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.9% | 4,991 | $1.8M |
| Lighthouse Investment Partners, LLC | 0.08% | Reduce -83.9% | 4,987 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -5.5% | 4,888 | $1.8M |
| Ethic Inc. | 0.04% | Reduce -5.6% | 4,836 | $1.8M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -2.4% | 4,768 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +21.5% | 4,692 | $1.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +1.4% | 4,669 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +16.4% | 4,671 | $1.7M |
| Banque Cantonale Vaudoise | 0.07% | — | 4,649 | $1.7M |
| Verition Fund Management LLC | 0.01% | Add +56.9% | 4,620 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | Reduce -0.6% | 4,558 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.7% | 4,555 | $1.7M |
| Praxis Investment Management Inc. | 0.11% | Add +58.1% | 4,490 | $1.6M |
| Wolverine Trading, LLC | 0.05% | Reduce -48.9% | 4,447 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | Reduce -2.0% | 4,373 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -1.3% | 4,362 | $1.6M |
| Natixis | 0.01% | Reduce -65.9% | 4,237 | $1.5M |
| J. Safra Sarasin Holding AG | 0.03% | Reduce -3.6% | 4,226 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | No change | 4,200 | $1.5M |
| Lifeworks Advisors, LLC | 0.25% | Reduce -75.7% | 4,121 | $1.5M |
| Achmea Investment Management B.V. | 0.02% | No change | 4,111 | $1.5M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 4,099 | $1.5M |
| Creative Planning | 0.00% | Add +19.8% | 4,095 | $1.5M |
| Foster & Motley Inc. | 0.09% | Reduce -19.9% | 4,066 | $1.5M |
| Allstate Corp. | 0.04% | Add +190.8% | 4,062 | $1.5M |
| Delphi Management Inc. | 1.46% | Reduce -7.8% | 3,938 | $1.4M |
| Quinn Opportunity Partners LLC | 0.10% | No change | 3,872 | $1.4M |
| USS Investment Management Ltd | 0.01% | No change | 3,853 | $1.4M |
| Uncommon Cents Investing LLC | 0.40% | Reduce -1.1% | 3,786 | $1.4M |
| Ostrum Asset Management | 0.07% | Reduce -38.9% | 3,709 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 3,687 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +20.1% | 3,578 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +20.1% | 3,578 | $1.3M |
| Aigen Investment Management, LP | 0.21% | New | 3,566 | $1.3M |
| Ingalls & Snyder LLC | 0.04% | Reduce -18.8% | 3,554 | $1.3M |
| Nordea Investment Management AB | 0.00% | Add +0.3% | 3,537 | $1.3M |
| Candriam S.C.A. | 0.01% | Reduce -35.3% | 3,454 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Reduce -2.9% | 3,442 | $1.3M |
| Mizuho Securities USA LLC | 0.03% | Reduce -15.5% | 3,441 | $1.3M |
| Two Sigma Securities, LLC | 0.19% | Add +344.6% | 3,432 | $1.2M |
| Graham Capital Management, L.P. | 0.06% | Add +68.4% | 3,405 | $1.2M |
| Whittier Trust Co. | 0.02% | Reduce -14.3% | 3,245 | $1.2M |
| Schroder Investment Management Group | 0.00% | Reduce -70.2% | 3,253 | $1.2M |
| Icon Advisers Inc. | 0.28% | No change | 3,200 | $1.2M |
| Poehling Capital Management, INC. | 0.29% | New | 3,192 | $1.2M |
| Diversified Trust Co. | 0.03% | Reduce -40.5% | 3,168 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,156 | $1.1M |
| LBP Am SA | 0.02% | No change | 3,075 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +10.6% | 3,065 | $1.1M |
| Randolph Co Inc | 0.13% | Reduce -15.8% | 2,968 | $1.1M |
| Exchange Traded Concepts, LLC | 0.02% | Add +3.9% | 2,910 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +52.4% | 2,710 | $985K |
| Guggenheim Capital LLC | 0.01% | Add +30.4% | 2,708 | $984K |
| BNP Paribas | 0.04% | No change | 2,670 | $975K |
| Traynor Capital Management, Inc. | 0.08% | Add +1.8% | 2,674 | $972K |
| D.A. Davidson & Co. | 0.01% | Add +31.4% | 2,652 | $964K |
| HighTower Advisors, LLC | 0.00% | Reduce -33.5% | 2,634 | $957K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.8% | 2,627 | $954K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.5% | 2,617 | $951K |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 2,593 | $942K |
| CSS LLC | 0.19% | Reduce -20.1% | 2,550 | $926K |
| Neuberger Berman Group LLC | 0.00% | Add +47.4% | 2,539 | $923K |
| Focus Partners Wealth | 0.00% | Reduce -78.1% | 2,527 | $918K |
| PAX Financial Group, LLC | 0.16% | Add +4.2% | 2,494 | $906K |
| M&T Bank Corp | 0.00% | Add +4.8% | 2,489 | $904K |
| Commerce Bank | 0.01% | Add +2.0% | 2,452 | $891K |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 2,443 | $888K |
| Hancock Whitney Corp. | 0.03% | Reduce -60.6% | 2,418 | $879K |
| MML Investors Services, LLC | 0.00% | Add +35.0% | 2,373 | $862K |
| Ipswich Investment Management Co., Inc. | 0.21% | Add +11.9% | 2,350 | $854K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.3% | 2,564 | $851K |
| Louisiana State Employees Retirement System | 0.02% | No change | 2,300 | $836K |
| Securian Asset Management, Inc. | 0.03% | No change | 2,286 | $831K |
| Oak Thistle LLC | 0.17% | New | 2,283 | $829K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.5% | 2,282 | $829K |
| XTX Topco Ltd | 0.04% | New | 2,273 | $826K |
| Center For Asset Management LLC | 0.50% | Reduce -3.7% | 2,266 | $823K |
| Renaissance Group LLC | 0.04% | Add +7.0% | 2,258 | $820K |
| HB Wealth Management, LLC | 0.01% | Reduce -0.3% | 2,253 | $819K |
| Daymark Wealth Partners, LLC | 0.04% | No change | 2,250 | $817K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -33.7% | 2,245 | $815K |
| Citadel Investment Advisory, Inc. | 0.40% | No change | 2,227 | $809K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -7.4% | 2,224 | $808K |
| Norinchukin Bank, The | 0.01% | Add +14.8% | 2,213 | $804K |
| Capital Insight Partners, LLC | 0.14% | Add +5.7% | 2,181 | $792K |
| Synovus Financial Corp. | 0.01% | Reduce -6.4% | 2,174 | $790K |
| Croban | 0.73% | New | 2,168 | $788K |
| Pacer Advisors, Inc. | 0.00% | Reduce -63.3% | 2,159 | $784K |
| Elevated Capital Advisors, LLC | 0.22% | Reduce -2.0% | 2,149 | $781K |
| Quantitative Investment Management, LLC | 0.07% | New | 2,132 | $774K |
| Mount Lucas Management LP | 0.36% | Reduce -59.8% | 2,103 | $764K |
| Dana Investment Advisors, Inc. | 0.03% | No change | 2,083 | $757K |
| Perigon Wealth Management, LLC | 0.02% | Add +8.7% | 2,054 | $746K |
| Waterway Wealth Management, LLC | 0.31% | Add +92.8% | 2,047 | $744K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -90.1% | 2,005 | $733K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -15.6% | 2,011 | $731K |
| Old National Bancorp | 0.02% | Reduce -27.7% | 2,007 | $729K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -4.8% | 2,000 | $727K |
| TFB Advisors LLC | 0.21% | Reduce -0.8% | 1,974 | $717K |
| Nebula Research & Development LLC | 0.07% | Reduce -29.3% | 1,961 | $712K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -85.1% | 1,960 | $712K |
| Dakota Wealth Management | 0.02% | Add +0.1% | 1,948 | $708K |
| ING Groep NV | 0.00% | Reduce -0.7% | 1,928 | $701K |
| Leuthold Group, LLC | 0.09% | Reduce -89.2% | 1,883 | $684K |
| Sculati Wealth Management, LLC | 0.28% | Add +64.0% | 1,875 | $681K |
| Legend Financial Advisors, Inc. | 0.50% | Add +0.5% | 1,869 | $679K |
| Wealthfront Advisers LLC | 0.00% | Reduce -49.1% | 1,862 | $677K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -60.9% | 1,856 | $674K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -82.7% | 1,843 | $670K |
| Bridgefront Capital, LLC | 0.19% | New | 1,844 | $670K |
| Heron Bay Capital Management | 0.14% | Add +38.4% | 1,837 | $667K |
| Greenwood Capital Associates LLC | 0.09% | Add +1.2% | 1,836 | $667K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.1% | 1,829 | $665K |
| Gotham Asset Management | 0.01% | Reduce -30.1% | 1,828 | $664K |
| World Investment Advisors | 0.02% | Add +72.0% | 1,827 | $664K |
| Magnetar Financial LLC | 0.01% | New | 1,808 | $657K |
| Tidal Investments LLC | 0.01% | Reduce -46.5% | 1,805 | $656K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -44.5% | 1,801 | $654K |
| Vontobel Holding Ltd. | 0.00% | Add +2.1% | 1,781 | $647K |
| Bayforest Capital Ltd | 0.28% | Add +1946.0% | 1,780 | $647K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -12.6% | 1,772 | $644K |
| Quadrant Capital Group LLC | 0.02% | Add +756.9% | 1,731 | $629K |
| Metis Global Partners, LLC | 0.02% | Reduce -27.7% | 1,713 | $622K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -9.2% | 1,685 | $612K |
| Unison Advisors LLC | 0.08% | Add +0.5% | 1,673 | $608K |
| Peloton Wealth Strategists | 0.26% | Add +12.4% | 1,663 | $604K |
| Keybank National Association | 0.00% | Add +25.6% | 1,655 | $601K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -20.6% | 1,648 | $599K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -4.4% | 1,647 | $598K |
| Vident Advisory, LLC | 0.01% | Reduce -82.1% | 1,606 | $584K |
| Baird Financial Group, Inc. | 0.00% | Add +33.4% | 1,602 | $582K |
| Jain Global LLC | 0.01% | Add +131.4% | 1,578 | $573K |
| Verdence Capital Advisors LLC | 0.04% | Add +47.4% | 1,576 | $572K |
| Ieq Capital, LLC | 0.00% | Reduce -3.6% | 1,556 | $565K |
| Bright Futures Wealth Management, LLC. | 0.62% | Reduce -63.6% | 1,628 | $558K |
| Qsemble Capital Management, LP | 0.06% | New | 1,514 | $550K |
| Curat Global, LLC | 0.67% | — | 1,601 | $549K |
| Aull & Monroe Investment Management Corp | 0.27% | No change | 1,500 | $545K |
| Townsquare Capital LLC | 0.01% | New | 1,464 | $532K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +0.1% | 1,451 | $527K |
| MeadowBrook Investment Advisors LLC | 0.50% | Reduce -2.6% | 1,440 | $523K |
| Foundations Investment Advisors, LLC | 0.01% | Add +117.8% | 1,440 | $523K |
| Argent Trust Co | 0.02% | Reduce -6.8% | 1,430 | $520K |
| Greenleaf Trust | 0.00% | Add +16.4% | 1,412 | $513K |
| Merit Financial Group, LLC | 0.01% | New | 1,410 | $512K |
| Oxford Asset Management LLP | 0.23% | New | 1,391 | $505K |
| Farringdon Capital, Ltd. | 0.25% | New | 1,390 | $505K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | No change | 1,385 | $503K |
| Nomura Holdings Inc. | 0.00% | Reduce -4.0% | 1,363 | $495K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -57.6% | 1,334 | $485K |
| Edgestream Partners, L.P. | 0.02% | Reduce -81.3% | 1,331 | $484K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.6% | 1,284 | $467K |
| E&G Advisors, LLC | 0.13% | No change | 1,265 | $460K |
| Rowlandmiller & Partners.adv | 0.10% | Reduce -2.3% | 1,265 | $460K |
| Atria Investments, Inc | 0.01% | Reduce -22.2% | 1,247 | $453K |
| Wealthstar Advisors, LLC | 0.20% | Add +26.8% | 1,232 | $448K |
| Investment Management Corp of Ontario | 0.01% | No change | 1,228 | $446K |
| Arete Wealth Advisors, LLC | 0.03% | Add +39.1% | 1,228 | $446K |
| AXA S.A. | 0.00% | Reduce -12.8% | 1,225 | $445K |
| Assenagon Asset Management S.A. | 0.00% | Add +6.1% | 1,220 | $443K |
| MBA Advisors LLC | 0.22% | New | 1,219 | $443K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -9.0% | 1,218 | $443K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 1,214 | $441K |
| Mather Group, Llc. | 0.01% | Reduce -2.6% | 1,199 | $436K |
| Independent Advisor Alliance | 0.01% | Add +5.5% | 1,199 | $436K |
| BayBridge Capital Group, LLC | 0.31% | Reduce -62.7% | 1,170 | $425K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -0.7% | 1,157 | $420K |
| Fifth Third Bancorp | 0.00% | Add +18.1% | 1,151 | $418K |
| SummitTX Capital, L.P. | 0.02% | — | 1,142 | $415K |
| Trail Ridge Investment Advisors, LLC | 0.21% | Reduce -21.3% | 1,119 | $407K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 1,109 | $403K |
| Wellington Shields & Co., LLC | 0.13% | No change | 1,100 | $400K |
| Huntington National Bank | 0.00% | Reduce -5.6% | 1,088 | $395K |
| Bank of Stockton | 0.13% | Reduce -5.3% | 1,080 | $392K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 1,042 | $379K |
| Blair William & Co. | 0.00% | Reduce -19.9% | 1,041 | $378K |
| Optimize Financial Inc. | 0.14% | New | 1,040 | $378K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +3.0% | 1,025 | $372K |
| Savant Capital, LLC | 0.00% | Reduce -24.0% | 1,017 | $369K |
| Erste Asset Management GmbH | 0.00% | No change | 1,000 | $362K |
| Colonial Trust Co / SC | 0.05% | Add +61.5% | 964 | $350K |
| Impact Partnership Wealth, LLC | 0.07% | New | 963 | $350K |
| Balefire, LLC | 0.12% | Add +14.2% | 957 | $348K |
| United Services Automobile Association | 0.01% | New | 960 | $348K |
| Sit Investment Associates Inc. | 0.01% | No change | 947 | $344K |
| Forum Financial Management, LP | 0.01% | Add +0.6% | 944 | $343K |
| Pitcairn Co. | 0.02% | No change | 936 | $340K |
| Vestcor Inc | 0.01% | Add +0.3% | 914 | $332K |
| EntryPoint Capital, LLC | 0.15% | Reduce -12.8% | 906 | $329K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 906 | $329K |
| MBB Public Markets I LLC | 0.04% | New | 901 | $327K |
| Scientech Research LLC | 0.09% | Add +57.9% | 886 | $322K |
| Machina Capital S.A.S. | 0.09% | New | 879 | $319K |
| Blackhawk Capital Partners, LLC | 0.16% | Add +23.5% | 872 | $317K |
| Csenge Advisory Group | 0.02% | Reduce -15.3% | 895 | $313K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 850 | $309K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +3.7% | 843 | $306K |
| Clarius Group, LLC | 0.02% | Add +0.4% | 843 | $306K |
| Advyzon Investment Management, LLC | 0.11% | New | 834 | $303K |
| Wbi Investments, LLC | 0.08% | New | 833 | $303K |
| Walleye Trading LLC | 0.01% | Reduce -14.6% | 832 | $302K |
| Horizon Advisory Services, Inc. | 0.17% | Add +3.0% | 824 | $299K |
| Voleon Capital Management LP | 0.02% | Reduce -89.3% | 815 | $296K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.0% | 808 | $294K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -10.1% | 798 | $290K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 795 | $289K |
| Farther Finance Advisors, LLC | 0.01% | Add +305.2% | 782 | $286K |
| Somerset Trust Co | 0.10% | Add +38.0% | 785 | $285K |
| R Squared Ltd | 0.30% | Add +36.8% | 780 | $283K |
| Transatlantique Private Wealth LLC | 0.11% | Reduce -53.5% | 778 | $283K |
| V-Square Quantitative Management LLC | 0.04% | Reduce -1.3% | 774 | $281K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -19.1% | 770 | $280K |
| Mma Asset Management LLC | 0.12% | No change | 768 | $279K |
| Mufg Securities Americas Inc. | 0.03% | Add +19.8% | 761 | $276K |
| RFG Advisory, LLC | 0.01% | New | 758 | $275K |
| Lester Murray Antman dba SimplyRich | 0.08% | Reduce -43.1% | 755 | $274K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | No change | 749 | $272K |
| Cibc World Market Inc. | 0.00% | Add +3.7% | 749 | $272K |
| Van Eck Associates Corp. | 0.00% | Add +7.8% | 733 | $266K |
| Ancora Advisors LLC | 0.01% | No change | 725 | $263K |
| Moors & Cabot, Inc. | 0.01% | Reduce -3.5% | 679 | $247K |
| HFG Advisors, Inc. | 0.21% | No change | 675 | $245K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -23.2% | 670 | $243K |
| Red Door Wealth Management, LLC | 0.04% | No change | 670 | $243K |
| Leonteq Securities AG | 0.02% | No change | 670 | $243K |
| Main Street Financial Solutions, LLC | 0.02% | Add +2.3% | 669 | $243K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -40.1% | 651 | $237K |
| Texas Yale Capital Corp. | 0.01% | No change | 650 | $236K |
| SCS Capital Management LLC | 0.00% | New | 649 | $236K |
| Lido Advisors, LLC | 0.00% | Add +0.8% | 636 | $231K |
| Sowell Financial Services LLC | 0.01% | New | 635 | $231K |
| Smithfield Trust Co | 0.01% | No change | 630 | $229K |
| Horizon Investments, LLC | 0.01% | Add +4.2% | 625 | $227K |
| Howard Bailey Securities, LLC | 0.08% | Reduce -19.8% | 623 | $226K |
| Simplicity Wealth,LLC | 0.02% | New | 621 | $226K |
| Covestor Ltd | 0.15% | Add +0.2% | 615 | $224K |
| Berger Financial Group, Inc | 0.02% | Reduce -95.2% | 616 | $224K |
| Quent Capital, LLC | 0.02% | Reduce -1.3% | 603 | $219K |
| NEOS Investment Management LLC | 0.00% | No change | 601 | $218K |
| Legacy Advisors, LLC | 0.02% | Add +5.5% | 599 | $218K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 598 | $217K |
| Rossby Financial, LCC | 0.09% | New | 614 | $217K |
| Paragon Capital Management Ltd | 0.04% | Reduce -15.9% | 589 | $214K |
| Private Advisor Group, LLC | 0.00% | New | 588 | $214K |
| Profund Advisors LLC | 0.01% | Reduce -2.5% | 588 | $214K |
| Baader Bank Aktiengesellschaft | 0.02% | Add +6.6% | 595 | $213K |
| Alpha Omega Wealth Management LLC | 0.04% | Reduce -4.6% | 583 | $212K |
| NewEdge Wealth, LLC | 0.00% | New | 578 | $210K |
| Ascent Group, LLC | 0.01% | Reduce -3.2% | 575 | $209K |
| Dynasty Wealth Management, LLC | 0.00% | New | 564 | $205K |
| Centaurus Financial, Inc. | 0.01% | Add +3.0% | 556 | $202K |
| Darwin Wealth Management, LLC | 0.07% | No change | 553 | $201K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.9% | 545 | $198K |
| Blue Trust, Inc. | 0.00% | Add +54.6% | 541 | $197K |
| CENTRAL TRUST Co | 0.00% | No change | 518 | $188K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -96.8% | 513 | $186K |
| Webster Bank, N. A. | 0.02% | No change | 500 | $182K |
| Principal Securities, Inc. | 0.00% | No change | 496 | $180K |
| PEAK6 LLC | 0.01% | Reduce -83.5% | 490 | $178K |
| CX Institutional | 0.01% | New | 482 | $175K |
| GAMMA Investing LLC | 0.01% | Reduce -11.9% | 480 | $174K |
| Westpac Banking Corp. | 0.01% | Reduce -2.9% | 471 | $171K |
| Versant Capital Management, Inc | 0.03% | Add +82.9% | 439 | $160K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 438 | $159K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.2% | 437 | $159K |
| Simplex Trading, LLC | 0.01% | New | 430 | $156K |
| Hantz Financial Services, Inc. | 0.00% | Add +6.8% | 423 | $154K |
| Bessemer Group Inc. | 0.00% | Reduce -1.2% | 423 | $154K |
| Capital A Wealth Management, LLC | 0.14% | No change | 379 | $138K |
| Grove Bank & Trust | 0.02% | Reduce -6.3% | 375 | $136K |
| Lindbrook Capital, LLC | 0.01% | Add +317.6% | 355 | $129K |
| Steph & Co. | 0.04% | Reduce -10.1% | 329 | $120K |
| Signaturefd, LLC | 0.00% | Add +1.5% | 329 | $120K |
| State of Wyoming | 0.01% | Reduce -83.2% | 279 | $101K |
| CI Investments Inc. | 0.00% | Add +6.7% | 271 | $98K |
| Asset Dedication, LLC | 0.01% | No change | 250 | $91K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -5.5% | 240 | $87K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.0% | 230 | $84K |
| Private Trust Co. NA | 0.01% | Add +5.6% | 207 | $75K |
| First Financial Corp. | 0.04% | No change | 200 | $73K |
| Quarry LP | 0.02% | New | 199 | $72K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.6% | 188 | $68K |
| Geneos Wealth Management Inc. | 0.00% | Add +98.9% | 181 | $66K |
| MAI Capital Management | 0.00% | Reduce -8.3% | 166 | $60K |
| Key Financial Inc | 0.01% | No change | 159 | $58K |
| Penserra Capital Management LLC | 0.00% | Reduce -40.4% | 155 | $56K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +79.1% | 154 | $56K |
| Park Square Financial Group, LLC | 0.04% | Reduce -47.2% | 152 | $55K |
| Brooklyn Investment Group | 0.01% | Add +23.3% | 148 | $54K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -6.7% | 126 | $46K |
| Arax Advisory Partners | 0.00% | Add +78.6% | 125 | $45K |
| Private Wealth Asset Management, LLC | 0.01% | — | 117 | $43K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 115 | $42K |
| Sentry Investment Management LLC | 0.03% | Reduce -22.8% | 125 | $41K |
| Montag A & Associates Inc. | 0.00% | No change | 110 | $40K |
| Clearstead Advisors, LLC | 0.00% | Add +10.3% | 107 | $39K |
| Thompson Investment Management, Inc. | 0.01% | No change | 104 | $38K |
| WPG Advisers, LLC | 0.03% | Reduce -8.1% | 102 | $37K |
| Zions Bancorporation, National Association | 0.00% | — | 93 | $34K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -28.7% | 92 | $33K |
| Allworth Financial LP | 0.00% | Add +32.9% | 93 | $33K |
| Tsfg, LLC | 0.01% | New | 90 | $33K |
| Eastern Bank | 0.00% | No change | 90 | $33K |
| Cromwell Holdings LLC | 0.02% | Add +1.2% | 83 | $30K |
| SVB Wealth LLC | 0.00% | New | 83 | $30K |
| Jones Financial Companies LLLP | 0.00% | Reduce -17.0% | 83 | $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% | No change | 80 | $29K |
| Sunbelt Securities, Inc. | 0.00% | No change | 80 | $29K |
| Heritage Wealth Advisors | 0.00% | No change | 80 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.9% | 79 | $29K |
| Chesapeake Asset Management LLC | 0.03% | Reduce -84.9% | 76 | $28K |
| Whipplewood Advisors, LLC | 0.01% | Add +19.4% | 80 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 64 | $23K |
| Caldwell Trust Co | 0.00% | No change | 62 | $23K |
| UMB Bank, n.a. | 0.00% | Add +103.3% | 61 | $22K |
| Cornerstone Planning Group LLC | 0.01% | New | 60 | $21K |
| 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 |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +22.5% | 49 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -36.0% | 48 | $18K |
| 1248 Management, LLC | 0.01% | New | 48 | $17K |
| CVA Family Office, LLC | 0.00% | Reduce -8.9% | 41 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $15K |
| TD Private Client Wealth LLC | 0.00% | No change | 41 | $15K |
| Barrett & Company, Inc. | 0.01% | No change | 40 | $15K |
| Investors Research Corp | 0.00% | Add +1166.7% | 38 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +12.9% | 35 | $13K |
| Hemington Wealth Management | 0.00% | Add +54.5% | 34 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -20.5% | 31 | $11K |
| Rakuten Securities, Inc. | 0.01% | No change | 30 | $11K |
| Clearstead Trust, LLC | 0.00% | New | 30 | $11K |
| Rise Advisors, LLC | 0.00% | New | 27 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $10K |
| MV Capital Management, Inc. | 0.00% | Reduce -3.7% | 26 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 26 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -31.4% | 24 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 23 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -14.8% | 23 | $8K |
| Fortitude Family Office, LLC | 0.00% | No change | 23 | $8K |
| Hughes Financial Services, LLC | 0.00% | New | 22 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $7K |
| Larson Financial Group LLC | 0.00% | Reduce -47.4% | 20 | $7K |
| GW&K Investment Management, LLC | 0.00% | Reduce -39.4% | 20 | $7K |
| Centennial Bank | 0.00% | New | 18 | $7K |
| Saudi Central Bank | 0.03% | New | 17 | $6K |
| Binnacle Investments Inc | 0.00% | — | 17 | $6K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +1400.0% | 15 | $5K |
| IFP Advisors, Inc | 0.00% | Add +200.0% | 9 | $5K |
| WealthCollab, LLC | 0.00% | Add +55.6% | 14 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -83.7% | 14 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 13 | $5K |
| Sachetta, LLC | 0.00% | No change | 13 | $5K |
| Global Financial Private Client, LLC | 0.00% | Add +62.5% | 13 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 13 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Add +33.3% | 12 | $4K |
| Ransom Advisory, Ltd | 0.00% | No change | 11 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 10 | $4K |
| Manchester Capital Management LLC | 0.00% | Reduce -28.6% | 10 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | Add +12.5% | 9 | $3K |
| True Wealth Design, LLC | 0.00% | New | 9 | $3K |
| Spire Wealth Management | 0.00% | Reduce -98.3% | 9 | $3K |
| ORG Partners LLC | 0.00% | New | 8 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $3K |
| HM Payson & Co. | 0.00% | Reduce -41.7% | 7 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.3% | 6 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 6 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 5 | $2K |
| Red Tortoise LLC | 0.00% | New | 5 | $2K |
| Garde Capital, Inc. | 0.00% | New | 5 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $1K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 4 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 4 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +33.3% | 4 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $1K |
| SouthState Bank Corp | 0.00% | New | 3 | $1K |
| Dunhill Financial, LLC | 0.00% | New | 3 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 5 | $1K |
| Avion Wealth | 0.00% | No change | 5 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +100.0% | 4 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 3 | $1K |
| North Capital, Inc. | 0.00% | — | 2 | $727 |
| Sierra Ocean, LLC | 0.00% | No change | 2 | $727 |
| Clark Wealth Partners | 0.00% | New | 2 | $727 |
| Highline Wealth Partners LLC | 0.00% | No change | 1 | $369 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 1 | $364 |
| Redwood Park Advisors LLC | 0.00% | No change | 1 | $364 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $364 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $364 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $364 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $364 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $363 |
| Aspect Partners, LLC | 0.00% | No change | 1 | $363 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $363 |
| Rothschild Investment LLC | 0.00% | Reduce -93.3% | 1 | $363 |
| WestEnd Advisors, LLC | 0.00% | New | 1 | $363 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $363 |
| CoreCap Advisors, LLC | 0.00% | Reduce -85.7% | 1 | $363 |
| Stonebridge Financial Group, LLC | 0.00% | New | 1 | $363 |
| Principia Wealth Advisory, LLC | 0.00% | New | 1 | $348 |
| Y.D. More Investments Ltd | 0.00% | Add +14.6% | 63 | $62 |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.