Everest GroupEG
13F holders, Q2 2025 (June 30)673holders −5
73new positions
80sold out
10famous investors
$340.14avg. 13F price*
At the end of Q2 2025, 673 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, down 5 from Q1 2025. 73 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.2B) and State Street Corp. ($649.7M). 10 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $103.7M |
| Exits | 80 | $134.8M |
All 13F filers, Q1 2025 → Q2 2025: 3,318,336 shares bought and 3,771,812 shares sold, net −453,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 673 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.3% | 5,559,668 | $1.9B |
| BlackRock, Inc. | 0.02% | Reduce -4.0% | 3,489,088 | $1.2B |
| State Street Corp. | 0.02% | Reduce -1.4% | 1,911,666 | $649.7M |
| Norges Bank | 0.08% | Add +24.6% | 1,769,309 | $601.3M |
| Wellington Management Group LLP | 0.09% | Reduce -6.7% | 1,456,002 | $494.8M |
| Vulcan Value Partners, LLC | 7.68% | Reduce -6.3% | 1,244,987 | $435.7M |
| Geode Capital Management, LLC | 0.03% | Add +0.5% | 1,211,474 | $414.4M |
| AQR Capital Management | 0.33% | Add +65.6% | 1,180,615 | $399.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.08% | Add +6.8% | 941,674 | $320.0M |
| Altrinsic Global Advisors LLC | 11.53% | Add +37.2% | 937,296 | $318.5M |
| William Blair Investment Management, LLC | 0.62% | Reduce -2.4% | 685,769 | $233.1M |
| Invesco Ltd. | 0.04% | Reduce -16.5% | 680,227 | $231.2M |
| Massachusetts Financial Services Co. | 0.07% | Add +12.6% | 622,608 | $211.6M |
| First Trust Advisors LP | 0.17% | Reduce -31.0% | 615,370 | $209.1M |
| Boston Partners | 0.21% | Reduce -18.8% | 565,703 | $192.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -15.0% | 464,602 | $157.9M |
| Assetmark, Inc. | 0.36% | Add +9.7% | 446,569 | $151.8M |
| Morgan Stanley | 0.01% | Reduce -4.7% | 444,327 | $151.0M |
| Polar Capital Holdings Plc | 0.73% | Add +3.9% | 410,500 | $139.5M |
| Northern Trust Corp. | 0.02% | Reduce -6.3% | 410,474 | $139.5M |
| LSV Asset Management | 0.32% | Reduce -4.2% | 400,167 | $136.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.2% | 390,449 | $132.7M |
| Champlain Investment Partners, LLC | 0.88% | Reduce -4.8% | 371,810 | $126.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -1.3% | 353,688 | $120.2M |
| Balyasny Asset Management L.P. | 0.26% | Add +37.5% | 336,692 | $114.4M |
| Donald Smith & Co., Inc. | 2.49% | Add +54.6% | 311,037 | $105.7M |
| Nuveen, LLC | 0.03% | Reduce -27.3% | 274,846 | $93.4M |
| Victory Capital Management Inc. | 0.06% | Reduce -23.0% | 271,976 | $92.4M |
| Legal & General Group Plc | 0.02% | Add +0.1% | 263,726 | $89.6M |
| Sterling Capital Management LLC | 1.26% | Reduce -6.4% | 260,429 | $88.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.4% | 241,755 | $82.2M |
| Earnest Partners LLC | 0.37% | Add +3.1% | 240,048 | $81.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.9% | 234,983 | $79.9M |
| UBS Group AG | 0.02% | Reduce -10.1% | 222,552 | $75.6M |
| Bank of Montreal | 0.04% | Add +0.7% | 215,270 | $73.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +90.5% | 203,214 | $69.1M |
| Renaissance Technologies | 0.09% | Add +159.1% | 201,300 | $68.4M |
| Franklin Resources Inc. | 0.02% | Reduce -82.1% | 201,058 | $68.3M |
| Deutsche Bank AG | 0.02% | Reduce -0.8% | 197,375 | $67.1M |
| Johnson Investment Counsel Inc. | 0.58% | Reduce -0.5% | 189,702 | $64.5M |
| Sei Investments Co. | 0.07% | Add +30.5% | 188,661 | $64.1M |
| Bank of America Corp. | 0.01% | Add +3.0% | 186,650 | $63.4M |
| Talaria Asset Management Pty Ltd | 14.47% | Add +32.6% | 180,300 | $61.3M |
| Amundi | 0.02% | Reduce -2.8% | 175,487 | $58.6M |
| Man Group plc | 0.13% | Add +19.5% | 170,793 | $58.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.4% | 168,647 | $57.3M |
| Jacobs Levy Equity Management, Inc. | 0.22% | Add +47.6% | 163,785 | $55.7M |
| Barclays PLC | 0.02% | Add +9.4% | 159,520 | $54.2M |
| California Public Employees Retirement System | 0.03% | Reduce -21.4% | 152,390 | $51.8M |
| General American Investors Co. Inc. | 3.29% | No change | 144,286 | $49.0M |
| AustralianSuper Pty Ltd | 0.24% | Add +63.9% | 138,155 | $47.0M |
| Janus Henderson Group PLC | 0.02% | Add +30.8% | 131,971 | $44.9M |
| Swiss National Bank | 0.03% | Add +6.6% | 129,200 | $43.9M |
| Russell Investments Group, Ltd. | 0.06% | Add +13.4% | 127,357 | $43.0M |
| FMR LLC | 0.00% | Reduce -59.8% | 126,026 | $42.8M |
| JPMorgan Chase & Co. | 0.00% | Add +104.7% | 123,795 | $42.1M |
| Voloridge Investment Management, LLC | 0.15% | Add +46.3% | 122,621 | $41.7M |
| Systematic Financial Management LP | 1.06% | Add +1.0% | 117,319 | $39.9M |
| Bridgewater Associates | 0.16% | Add +24.6% | 116,792 | $39.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -37.6% | 113,350 | $38.5M |
| Perpetual Ltd | 0.44% | Add +5.3% | 109,873 | $37.3M |
| Truist Financial Corp. | 0.05% | Reduce -3.1% | 105,195 | $35.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -30.2% | 104,564 | $35.5M |
| South Dakota Investment Council | 0.68% | Add +4.8% | 103,981 | $35.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -9.2% | 103,843 | $35.3M |
| Citadel Advisors | 0.03% | Reduce -35.7% | 96,576 | $32.8M |
| Deprince Race & Zollo Inc. | 0.67% | Reduce -1.8% | 94,358 | $32.1M |
| Storebrand Asset Management As | 0.09% | Reduce -2.5% | 94,166 | $32.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.5% | 92,690 | $31.5M |
| BNP Paribas Financial Markets | 0.02% | Add +18.6% | 86,150 | $29.3M |
| Mackenzie Financial Corp. | 0.04% | Reduce -18.9% | 85,948 | $29.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.20% | Reduce -40.5% | 84,700 | $28.8M |
| Rhumbline Advisers | 0.02% | Add +2.8% | 84,509 | $28.7M |
| Royal Bank of Canada | 0.01% | Reduce -2.9% | 82,849 | $28.2M |
| FIL Ltd | 0.02% | Reduce -4.2% | 81,140 | $27.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +0.1% | 78,947 | $26.8M |
| Mirabella Financial Services LLP | 2.84% | Add +378.2% | 77,613 | $26.4M |
| Millennium Management | 0.02% | Add +95.0% | 76,973 | $26.2M |
| Jane Street Group, LLC | 0.04% | Add +1008.2% | 76,342 | $25.9M |
| Two Sigma Investments, LP | 0.05% | Add +342.0% | 72,280 | $24.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +204.2% | 69,355 | $23.6M |
| Philadelphia Financial Management of San Francisco, LLC | 5.13% | Add +61.4% | 68,086 | $23.1M |
| American Century Companies Inc. | 0.01% | Reduce -9.9% | 67,372 | $22.9M |
| Natixis | 0.11% | Add +1456.3% | 65,941 | $22.4M |
| D. E. Shaw & Co. | 0.02% | Add +27.5% | 64,322 | $21.9M |
| Qube Research & Technologies Ltd | 0.03% | Add +119.7% | 63,257 | $21.5M |
| Prospector Partners LLC | 2.46% | Reduce -3.5% | 61,755 | $21.0M |
| TCTC Holdings, LLC | 0.67% | Reduce -0.5% | 61,085 | $20.8M |
| Korea Investment CORP | 0.05% | Reduce -1.8% | 61,003 | $20.7M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.30% | No change | 59,634 | $20.3M |
| California State Teachers Retirement System | 0.02% | Reduce -7.3% | 59,288 | $20.1M |
| Vest Financial, LLC | 0.28% | Reduce -26.0% | 57,862 | $19.7M |
| Arnhold LLC | 1.76% | Add +5.0% | 56,811 | $19.3M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -40.5% | 56,762 | $19.3M |
| Cwm, LLC | 0.07% | Add +18.1% | 55,247 | $18.8M |
| Martingale Asset Management L P | 0.45% | Add +2.3% | 54,274 | $18.4M |
| HRT Financial LP | 0.08% | New | 54,086 | $18.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -8.0% | 50,721 | $17.2M |
| Tudor Investment Corporation | 0.13% | Add +114.9% | 50,484 | $17.2M |
| TD Asset Management Inc | 0.01% | Add +9.0% | 49,634 | $16.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.07% | Add +243.5% | 48,841 | $16.6M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +1.5% | 48,154 | $16.4M |
| Citigroup Inc. | 0.01% | Add +0.3% | 47,627 | $16.2M |
| Grace & White Inc. | 2.98% | No change | 47,232 | $16.1M |
| Equitable Trust Co. | 0.78% | Reduce -10.1% | 45,899 | $15.6M |
| Pathstone Holdings, LLC | 0.06% | Add +4.5% | 45,780 | $15.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -0.3% | 44,587 | $15.2M |
| Edgestream Partners, L.P. | 0.41% | Add +3139.2% | 43,114 | $14.7M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +2.0% | 42,988 | $14.6M |
| Te Ahumairangi Investment Management Ltd | 2.53% | Add +15.8% | 41,596 | $14.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.3% | 40,931 | $13.9M |
| National Bank of Canada | 0.01% | Add +13.4% | 40,505 | $13.8M |
| Clough Capital Partners L P | 1.36% | Reduce -3.0% | 39,795 | $13.5M |
| Davis Selected Advisers | 0.07% | Reduce -0.4% | 39,500 | $13.4M |
| Frontier Capital Management Co. LLC | 0.12% | Add +3.8% | 39,259 | $13.3M |
| Intech Investment Management LLC | 0.12% | Reduce -26.4% | 38,576 | $13.1M |
| Prana Capital Management, LP | 0.46% | Add +180.4% | 37,781 | $12.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +9.3% | 37,660 | $12.8M |
| Swedbank AB | 0.01% | No change | 37,025 | $12.6M |
| HSBC Holdings PLC | 0.01% | Reduce -22.1% | 36,880 | $12.5M |
| Engineers Gate Manager LP | 0.15% | Add +160.3% | 35,568 | $12.1M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -25.3% | 34,899 | $11.9M |
| Danske Bank A/S | 0.03% | Add +53.1% | 34,872 | $11.9M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +0.2% | 34,044 | $11.5M |
| LMCG Investments, LLC | 0.68% | Reduce -1.1% | 31,984 | $10.9M |
| Aviva PLC | 0.02% | Add +6.7% | 31,809 | $10.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -2.7% | 31,276 | $10.6M |
| Aberdeen Group plc | 0.02% | Reduce -1.5% | 31,242 | $10.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -74.0% | 30,981 | $10.5M |
| National Pension Service | 0.01% | Add +1.9% | 30,900 | $10.5M |
| Pictet Asset Management Holding SA | 0.01% | Add +23.7% | 30,647 | $10.4M |
| GMO | 0.03% | Reduce -41.2% | 30,472 | $10.4M |
| Toronto Dominion Bank | 0.02% | Add +35.4% | 30,238 | $10.3M |
| Cerity Partners LLC | 0.02% | Add +14.3% | 29,907 | $10.2M |
| Clearbridge Investments, LLC | 0.01% | Add +2.9% | 29,500 | $10.0M |
| NFC Investments, LLC | 2.84% | Add +0.1% | 29,190 | $9.9M |
| Waverly Advisors, LLC | 0.11% | Reduce -0.4% | 28,527 | $9.7M |
| Allianz Asset Management GmbH | 0.01% | Reduce -26.1% | 28,490 | $9.7M |
| Susquehanna International Group, LLP | 0.01% | Add +48.6% | 28,359 | $9.6M |
| KLP Kapitalforvaltning As | 0.04% | Add +1.1% | 28,341 | $9.6M |
| Employees Retirement System of Texas | 0.09% | New | 27,754 | $9.4M |
| Osaic Holdings, Inc. | 0.02% | Add +1863.2% | 25,208 | $9.1M |
| State of Wisconsin Investment Board | 0.02% | Add +7.3% | 26,721 | $9.1M |
| Glenmede Investment Management, LP | 0.05% | — | 26,486 | $9.0M |
| Empowered Funds, LLC | 0.10% | Add +9.3% | 26,263 | $8.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -10.6% | 26,109 | $8.9M |
| Ieq Capital, LLC | 0.05% | Add +1550.8% | 25,687 | $8.7M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -1.8% | 25,553 | $8.7M |
| LPL Financial LLC | 0.00% | Reduce -6.1% | 25,542 | $8.7M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | New | 24,676 | $8.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.8% | 24,612 | $8.4M |
| Quantinno Capital Management LP | 0.03% | Add +2.3% | 23,340 | $7.9M |
| MetLife Investment Management, LLC | 0.05% | Add +3.3% | 23,176 | $7.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -9.9% | 23,004 | $7.8M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.6% | 22,497 | $7.6M |
| Artisan Partners Limited Partnership | 0.01% | Add +6.1% | 22,375 | $7.6M |
| Macquarie Group Ltd. | 0.01% | Add +82.7% | 21,885 | $7.4M |
| DAVENPORT & Co LLC | 0.04% | Reduce -4.4% | 21,867 | $7.4M |
| Capitolis Liquid Global Markets LLC | 0.05% | New | 21,800 | $7.4M |
| LS Investment Advisors, LLC | 1.06% | Reduce -9.8% | 21,286 | $7.2M |
| Nuance Investments, LLC | 0.56% | Add +28.2% | 21,036 | $7.1M |
| Heartland Advisors Inc. | 0.39% | New | 20,586 | $7.0M |
| APG Asset Management N.V. | 0.02% | Add +5.3% | 23,900 | $6.9M |
| Illinois Municipal Retirement Fund | 0.09% | Reduce -10.7% | 20,335 | $6.9M |
| M&G PLC | 0.04% | New | 20,087 | $6.8M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.9% | 19,616 | $6.7M |
| Corient Private Wealth LP | 0.01% | Reduce -22.9% | 19,057 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 18,524 | $6.3M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -2.4% | 17,954 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -4.6% | 17,825 | $6.1M |
| Fisher Funds Management LTD | 0.14% | Reduce -39.9% | 17,313 | $5.9M |
| New Age Alpha Advisors, LLC | 0.26% | Reduce -22.1% | 17,165 | $5.8M |
| Schroder Investment Management Group | 0.00% | Add +425.0% | 17,078 | $5.8M |
| State of Tennessee, Department of Treasury | 0.02% | Add +27.0% | 17,008 | $5.8M |
| Bank of Nova Scotia | 0.01% | Reduce -34.5% | 16,887 | $5.7M |
| Voya Investment Management LLC | 0.01% | Reduce -11.9% | 16,810 | $5.7M |
| Cubist Systematic Strategies, LLC | 0.06% | New | 16,510 | $5.6M |
| Wells Fargo & Company | 0.00% | Reduce -13.2% | 16,484 | $5.6M |
| Clear Harbor Asset Management, LLC | 0.42% | Add +0.3% | 16,425 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +37.6% | 16,287 | $5.5M |
| Northwest & Ethical Investments L.P. | 0.14% | Reduce -58.5% | 16,163 | $5.5M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +3.8% | 16,080 | $5.5M |
| Mn Services Vermogensbeheer B.V. | 0.04% | No change | 15,800 | $5.4M |
| Tredje AP-fonden | 0.04% | Add +122.0% | 14,979 | $5.1M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +7.7% | 14,483 | $4.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +0.5% | 14,425 | $4.9M |
| Xponance LLC | 0.04% | Add +100.3% | 14,412 | $4.9M |
| Federated Hermes, Inc. | 0.01% | Add +3.7% | 14,411 | $4.9M |
| Rafferty Asset Management, LLC | 0.02% | Add +0.4% | 14,147 | $4.8M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -0.6% | 14,062 | $4.8M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -22.5% | 13,622 | $4.6M |
| Quantbot Technologies LP | 0.12% | Add +14.2% | 13,481 | $4.6M |
| Continuum Advisory, LLC | 0.55% | Add +28.3% | 13,341 | $4.5M |
| Shell Asset Management Co. | 0.15% | Add +30.5% | 13,115 | $4.5M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 13,085 | $4.4M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -2.5% | 12,828 | $4.4M |
| State of Michigan Retirement System | 0.02% | Reduce -2.3% | 12,611 | $4.3M |
| Manning & Napier Advisors LLC | 0.05% | Add +45.0% | 12,583 | $4.3M |
| Arizona State Retirement System | 0.02% | Add +0.3% | 12,468 | $4.2M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -16.3% | 12,465 | $4.2M |
| Great Lakes Advisors, LLC | 0.04% | Add +11.6% | 12,409 | $4.2M |
| ExodusPoint Capital Management, LP | 0.05% | Add +559.4% | 12,152 | $4.1M |
| Point72 Hong Kong Ltd | 0.29% | New | 12,132 | $4.1M |
| Elevation Point Wealth Partners, LLC | 0.32% | Reduce -0.9% | 12,054 | $4.1M |
| Canada Pension Plan Investment Board | 0.00% | Add +33.5% | 11,969 | $4.1M |
| Meritage Portfolio Management | 0.26% | Reduce -0.1% | 11,962 | $4.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +24.1% | 11,898 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -58.3% | 11,828 | $4.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Add +8.3% | 11,787 | $4.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Add +6.3% | 11,724 | $4.0M |
| OneDigital Investment Advisors LLC | 0.04% | Add +0.8% | 11,687 | $4.0M |
| IFM Investors Pty Ltd | 0.04% | Add +3.3% | 11,290 | $3.8M |
| Lighthouse Investment Partners, LLC | 0.16% | Add +122.7% | 11,104 | $3.8M |
| Regions Financial Corp. | 0.03% | Reduce -34.3% | 10,874 | $3.7M |
| Point72 Asset Management | 0.01% | New | 10,800 | $3.7M |
| QRG Capital Management, Inc. | 0.03% | Reduce -64.7% | 10,473 | $3.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +6.1% | 10,432 | $3.5M |
| Mediolanum International Funds Ltd | 0.04% | Reduce -65.3% | 10,502 | $3.5M |
| Czech National Bank | 0.03% | Add +5.3% | 10,397 | $3.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | New | 10,238 | $3.5M |
| Wedge Capital Management L L P | 0.06% | Add +3.7% | 10,234 | $3.5M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -1.6% | 10,118 | $3.4M |
| Caption Management, LLC | 0.32% | New | 10,000 | $3.4M |
| ProShare Advisors LLC | 0.01% | Reduce -2.5% | 9,844 | $3.3M |
| Graham Capital Management, L.P. | 0.10% | Add +181.2% | 9,576 | $3.3M |
| Mariner, LLC | 0.00% | Reduce -25.6% | 9,518 | $3.2M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.2% | 9,128 | $3.1M |
| Forsta Ap-Fonden | 0.02% | Add +9.9% | 8,900 | $3.0M |
| Fca Corp. | 0.90% | Add +1.9% | 8,823 | $3.0M |
| Public Sector Pension Investment Board | 0.01% | Reduce -23.6% | 8,747 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +91.7% | 8,733 | $2.9M |
| Agf Management Ltd. | 0.01% | Add +6.3% | 8,656 | $2.9M |
| Twin Capital Management Inc. | 0.31% | Add +2.7% | 8,518 | $2.9M |
| Interval Partners, LP | 0.07% | Reduce -40.7% | 8,468 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | New | 8,400 | $2.9M |
| Amalgamated Bank | 0.02% | Reduce -1.6% | 8,350 | $2.8M |
| Verition Fund Management LLC | 0.02% | Add +74.9% | 8,081 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -0.8% | 7,993 | $2.7M |
| DNB Asset Management AS | 0.01% | Reduce -5.3% | 7,817 | $2.7M |
| California First Leasing Corp. | 1.09% | No change | 7,740 | $2.6M |
| STRS Ohio | 0.01% | Add +25.1% | 7,692 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -91.7% | 7,610 | $2.6M |
| Gotham Asset Management | 0.02% | Add +306.8% | 7,436 | $2.5M |
| SG Americas Securities, LLC | 0.01% | Add +27.3% | 7,437 | $2.5M |
| Twinbeech Capital LP | 0.06% | Reduce -20.8% | 7,355 | $2.5M |
| Gilman Hill Asset Management, LLC | 0.41% | Add +4.5% | 7,319 | $2.5M |
| Anchor Capital Advisors LLC | 0.07% | Add +13.0% | 7,306 | $2.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 7,175 | $2.4M |
| Utah Retirement Systems | 0.02% | Reduce -0.8% | 7,027 | $2.4M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +7.8% | 6,907 | $2.3M |
| Prudential Financial Inc. | 0.00% | Add +33.9% | 6,900 | $2.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +10.9% | 6,810 | $2.3M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +307.7% | 6,719 | $2.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -18.3% | 6,713 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.7% | 6,669 | $2.3M |
| New Vernon Investment Management LLC | 2.60% | No change | 6,568 | $2.2M |
| Teacher Retirement System of Texas | 0.01% | Add +3.1% | 6,482 | $2.2M |
| Kempner Capital Management Inc. | 1.18% | No change | 6,479 | $2.2M |
| New York Life Investment Management LLC | 0.02% | Add +3.6% | 6,432 | $2.2M |
| USS Investment Management Ltd | 0.01% | Add +62.2% | 6,250 | $2.1M |
| UniSuper Management Pty Ltd | 0.01% | Add +2.8% | 6,233 | $2.1M |
| Holocene Advisors, LP | 0.01% | Reduce -59.3% | 6,146 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.1% | 6,133 | $2.1M |
| Panagora Asset Management Inc. | 0.01% | Reduce -18.2% | 6,067 | $2.1M |
| CIBC Asset Management Inc | 0.01% | Reduce -8.2% | 5,961 | $2.0M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Add +5.6% | 5,825 | $2.0M |
| Van Den Berg Management I, Inc. | 0.56% | Reduce -60.4% | 5,780 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +122.8% | 5,778 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.3% | 5,734 | $1.9M |
| Swiss Life Asset Management Ltd | 0.01% | Add +17.8% | 5,615 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -36.4% | 5,543 | $1.9M |
| Strategic Investment Advisors / MI | 0.18% | Reduce -3.9% | 5,496 | $1.9M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.5% | 5,470 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.6% | 5,358 | $1.8M |
| Cibc World Markets Corp. | 0.01% | Add +3.4% | 5,358 | $1.8M |
| Centiva Capital, LP | 0.12% | New | 5,350 | $1.8M |
| Trust Co. of Toledo NA | 0.19% | No change | 5,146 | $1.7M |
| Ostrum Asset Management | 0.08% | Add +36.6% | 5,068 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +8.4% | 5,063 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.1% | 5,027 | $1.7M |
| Harbor Advisors LLC | 0.28% | No change | 5,000 | $1.7M |
| RBF Capital, LLC | 0.08% | No change | 5,000 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | New | 5,126 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +1.9% | 4,979 | $1.7M |
| Ethic Inc. | 0.03% | Add +2.6% | 4,961 | $1.7M |
| Creative Planning | 0.00% | Add +19.5% | 4,892 | $1.7M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.3% | 4,878 | $1.7M |
| Nebula Research & Development LLC | 0.14% | Add +147.7% | 4,858 | $1.7M |
| 1832 Asset Management L.P. | 0.00% | Add +10.6% | 4,837 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -58.3% | 4,720 | $1.6M |
| Machina Capital S.A.S. | 0.33% | Add +433.6% | 4,690 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +0.4% | 4,689 | $1.6M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -1.2% | 4,503 | $1.5M |
| Jump Financial, LLC | 0.02% | New | 4,442 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -0.5% | 4,339 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | No change | 4,200 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 4,099 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +61.6% | 4,085 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.3% | 4,019 | $1.4M |
| Numerai GP LLC | 0.19% | Reduce -78.2% | 3,956 | $1.3M |
| Quinn Opportunity Partners LLC | 0.11% | No change | 3,872 | $1.3M |
| Foster & Motley Inc. | 0.08% | Reduce -5.8% | 3,831 | $1.3M |
| Uncommon Cents Investing LLC | 0.35% | Add +0.2% | 3,794 | $1.3M |
| Candriam S.C.A. | 0.01% | Add +8.6% | 3,751 | $1.3M |
| Lecap Asset Management Ltd. | 0.45% | Reduce -45.0% | 3,728 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 3,687 | $1.3M |
| Alamar Capital Management, LLC | 0.68% | Reduce -42.1% | 3,670 | $1.2M |
| Exchange Traded Concepts, LLC | 0.02% | Add +25.3% | 3,647 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +17.5% | 3,601 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Reduce -80.6% | 3,603 | $1.2M |
| Nordea Investment Management AB | 0.00% | Add +0.4% | 3,552 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +61.9% | 3,495 | $1.2M |
| Delphi Management Inc. | 1.14% | Reduce -12.2% | 3,457 | $1.2M |
| Groupama Asset Managment | 0.02% | New | 3,473 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.7% | 3,385 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +26.3% | 3,350 | $1.1M |
| Poehling Capital Management, INC. | 0.26% | Add +3.8% | 3,314 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +4.5% | 3,298 | $1.1M |
| Point72 (DIFC) Ltd | 0.09% | New | 3,292 | $1.1M |
| Whittier Trust Co. | 0.01% | No change | 3,245 | $1.1M |
| Icon Advisers Inc. | 0.25% | No change | 3,200 | $1.1M |
| Diversified Trust Co. | 0.02% | Reduce -2.9% | 3,076 | $1.0M |
| Ingalls & Snyder LLC | 0.04% | Reduce -14.8% | 3,028 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +67.0% | 3,007 | $1.0M |
| CSS LLC | 0.19% | Add +16.5% | 2,970 | $1.0M |
| Mizuho Securities USA LLC | 0.02% | — | 2,940 | $999K |
| Magnetar Financial LLC | 0.01% | Add +62.3% | 2,934 | $997K |
| R Squared Ltd | 0.54% | Add +271.8% | 2,900 | $986K |
| Handelsbanken Fonder AB | 0.00% | Reduce -55.3% | 2,868 | $975K |
| LBP Am SA | 0.01% | Reduce -10.1% | 2,764 | $939K |
| Neuberger Berman Group LLC | 0.00% | Add +8.6% | 2,758 | $937K |
| Randolph Co Inc | 0.10% | Reduce -7.3% | 2,751 | $935K |
| KBC Group NV | 0.00% | Reduce -77.9% | 2,748 | $934K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +4.8% | 2,752 | $929K |
| Sculati Wealth Management, LLC | 0.35% | Add +44.8% | 2,715 | $923K |
| Fox Run Management, L.L.C. | 0.15% | New | 2,692 | $915K |
| Sanctuary Advisors, LLC | 0.01% | Add +115.7% | 2,627 | $893K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +40.2% | 2,602 | $884K |
| Commerce Bank | 0.01% | Add +5.9% | 2,597 | $883K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.9% | 2,588 | $880K |
| Traynor Capital Management, Inc. | 0.06% | Reduce -3.7% | 2,574 | $878K |
| Brighton Jones LLC | 0.02% | New | 2,573 | $875K |
| AXA S.A. | 0.00% | Add +107.8% | 2,546 | $865K |
| Cookson Peirce & Co. Inc. | 0.04% | New | 2,513 | $854K |
| Merit Financial Group, LLC | 0.01% | Add +76.2% | 2,484 | $844K |
| Norinchukin Bank, The | 0.01% | Add +11.6% | 2,469 | $839K |
| Praxis Investment Management Inc. | 0.05% | Reduce -45.2% | 2,460 | $836K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 2,443 | $830K |
| Center For Asset Management LLC | 0.51% | Add +1.8% | 2,307 | $830K |
| Lifeworks Advisors, LLC | 0.12% | Reduce -42.3% | 2,377 | $808K |
| Ipswich Investment Management Co., Inc. | 0.19% | No change | 2,350 | $799K |
| Elevated Capital Advisors, LLC | 0.22% | No change | 2,149 | $781K |
| TFB Advisors LLC | 0.20% | Add +16.2% | 2,293 | $779K |
| &partners | 0.01% | New | 2,271 | $773K |
| Daymark Wealth Partners, LLC | 0.03% | Add +0.6% | 2,263 | $769K |
| Croban | 0.66% | Add +4.2% | 2,260 | $768K |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 2,245 | $762K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.5% | 2,234 | $759K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.6% | 2,222 | $755K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.3% | 2,200 | $748K |
| Synovus Financial Corp. | 0.01% | Add +0.9% | 2,193 | $745K |
| Securian Asset Management, Inc. | 0.02% | Reduce -4.4% | 2,186 | $743K |
| Pallas Capital Advisors LLC | 0.03% | New | 2,176 | $740K |
| Renaissance Group LLC | 0.03% | Reduce -3.6% | 2,176 | $740K |
| Capital Insight Partners, LLC | 0.13% | Reduce -1.8% | 2,141 | $728K |
| Avanza Fonder AB | 0.02% | New | 2,136 | $726K |
| Citadel Investment Advisory, Inc. | 0.35% | Reduce -4.5% | 2,127 | $723K |
| Dakota Wealth Management | 0.02% | Add +8.2% | 2,108 | $716K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 2,083 | $708K |
| ING Groep NV | 0.00% | Add +6.7% | 2,057 | $699K |
| Walleye Capital LLC | 0.01% | Reduce -64.7% | 2,029 | $690K |
| HighTower Advisors, LLC | 0.00% | Reduce -23.6% | 2,013 | $684K |
| M&T Bank Corp | 0.00% | Reduce -19.2% | 2,010 | $684K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,011 | $683K |
| Old National Bancorp | 0.01% | Add +0.1% | 2,010 | $683K |
| Essential Partners LLC | 0.27% | — | 2,005 | $681K |
| New Mexico Educational Retirement Board | 0.02% | No change | 2,000 | $680K |
| CM Management, LLC | 0.62% | New | 2,000 | $680K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,989 | $676K |
| MML Investors Services, LLC | 0.00% | Reduce -16.9% | 1,971 | $670K |
| Qsemble Capital Management, LP | 0.06% | Add +29.1% | 1,954 | $664K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -25.7% | 1,944 | $661K |
| Horizon Investments, LLC | 0.01% | Add +207.4% | 1,921 | $653K |
| Bayforest Capital Ltd | 0.28% | Add +7.0% | 1,905 | $647K |
| Legend Financial Advisors, Inc. | 0.43% | Add +1.4% | 1,895 | $644K |
| Leuthold Group, LLC | 0.08% | No change | 1,883 | $640K |
| Verdence Capital Advisors LLC | 0.04% | Add +17.3% | 1,849 | $628K |
| Heron Bay Capital Management | 0.12% | Reduce -0.3% | 1,831 | $622K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -9.6% | 1,813 | $618K |
| HB Wealth Management, LLC | 0.00% | Reduce -19.3% | 1,818 | $618K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 1,796 | $610K |
| Chesley Taft & Associates LLC | 0.03% | No change | 1,772 | $602K |
| PAX Financial Group, LLC | 0.11% | Reduce -30.0% | 1,745 | $593K |
| Tidal Investments LLC | 0.00% | Reduce -3.8% | 1,736 | $590K |
| Erste Asset Management GmbH | 0.00% | Add +73.7% | 1,737 | $585K |
| Prudential PLC | 0.00% | Reduce -69.0% | 1,718 | $584K |
| Walleye Trading LLC | 0.01% | Add +104.2% | 1,699 | $577K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +230.6% | 1,696 | $576K |
| Westpac Banking Corp. | 0.04% | Add +259.9% | 1,695 | $576K |
| Unison Advisors LLC | 0.06% | Add +0.5% | 1,682 | $572K |
| Hancock Whitney Corp. | 0.01% | Reduce -30.5% | 1,681 | $571K |
| Park Avenue Securities LLC | 0.01% | New | 1,663 | $565K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 1,647 | $560K |
| Inceptionr LLC | 0.13% | New | 1,596 | $542K |
| Curat Global, LLC | 0.51% | Reduce -1.1% | 1,584 | $538K |
| Metis Global Partners, LLC | 0.01% | Reduce -10.4% | 1,535 | $522K |
| Greenwood Capital Associates LLC | 0.06% | Reduce -17.3% | 1,519 | $516K |
| Aull & Monroe Investment Management Corp | 0.27% | No change | 1,500 | $510K |
| Sig Brokerage, LP | 0.14% | New | 1,497 | $509K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +2.9% | 1,493 | $507K |
| Argent Trust Co | 0.02% | Add +3.1% | 1,475 | $501K |
| Wealthstar Advisors, LLC | 0.19% | Add +18.3% | 1,458 | $496K |
| Wealthfront Advisers LLC | 0.00% | Reduce -23.4% | 1,426 | $485K |
| Forum Financial Management, LP | 0.01% | Add +46.3% | 1,381 | $469K |
| Greenleaf Trust | 0.00% | Reduce -2.3% | 1,380 | $469K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +9.6% | 1,331 | $452K |
| Atria Investments, Inc | 0.01% | Add +5.5% | 1,316 | $447K |
| Rowlandmiller & Partners.adv | 0.09% | Add +4.0% | 1,315 | $447K |
| Independent Advisor Alliance | 0.01% | Add +7.9% | 1,294 | $440K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -23.3% | 1,292 | $439K |
| MeadowBrook Investment Advisors LLC | 0.39% | Reduce -11.7% | 1,271 | $432K |
| Baird Financial Group, Inc. | 0.00% | Reduce -21.7% | 1,255 | $427K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -39.9% | 1,235 | $420K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.7% | 1,199 | $407K |
| BayBridge Capital Group, LLC | 0.26% | Add +1.7% | 1,190 | $404K |
| Trail Ridge Investment Advisors, LLC | 0.19% | Add +6.9% | 1,196 | $402K |
| Vontobel Holding Ltd. | 0.00% | Reduce -33.8% | 1,180 | $401K |
| Blueshift Asset Management, LLC | 0.12% | New | 1,178 | $400K |
| World Investment Advisors | 0.01% | Reduce -36.0% | 1,169 | $397K |
| Impact Partnership Wealth, LLC | 0.07% | Add +20.4% | 1,159 | $394K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -0.5% | 1,151 | $391K |
| Aquatic Capital Management LLC | 0.01% | Reduce -82.4% | 1,149 | $390K |
| Baader Bank Aktiengesellschaft | 0.03% | Add +92.3% | 1,144 | $389K |
| MQS Management LLC | 0.21% | New | 1,143 | $388K |
| E&G Advisors, LLC | 0.10% | Reduce -10.7% | 1,130 | $385K |
| Sivia Capital Partners, LLC | 0.13% | New | 1,131 | $384K |
| Savant Capital, LLC | 0.00% | Add +10.4% | 1,123 | $382K |
| ASR Vermogensbeheer N.V. | 0.00% | Reduce -0.5% | 1,104 | $375K |
| Wellington Shields & Co., LLC | 0.11% | No change | 1,100 | $374K |
| Bank of Stockton | 0.11% | No change | 1,080 | $367K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -19.3% | 1,076 | $366K |
| Huntington National Bank | 0.00% | Reduce -1.8% | 1,069 | $363K |
| Farringdon Capital, Ltd. | 0.12% | Reduce -23.7% | 1,060 | $360K |
| MBA Advisors LLC | 0.17% | Reduce -13.1% | 1,059 | $360K |
| Applied Finance Capital Management, LLC | 0.02% | New | 1,055 | $359K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 1,043 | $354K |
| Siemens Fonds Invest GmbH | 0.02% | Add +15.1% | 1,043 | $354K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 1,042 | $354K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -15.4% | 1,039 | $353K |
| Optimize Financial Inc. | 0.21% | Reduce -0.6% | 1,034 | $351K |
| Investment Management Corp of Ontario | 0.01% | Reduce -16.3% | 1,028 | $349K |
| Fifth Third Bancorp | 0.00% | Reduce -11.1% | 1,023 | $348K |
| NewEdge Advisors, LLC | 0.00% | Reduce -44.7% | 1,011 | $343K |
| Quadrant Capital Group LLC | 0.01% | Reduce -42.1% | 1,002 | $341K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -63.9% | 979 | $333K |
| Colonial Trust Co / SC | 0.05% | No change | 964 | $328K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +317.0% | 959 | $326K |
| V-Square Quantitative Management LLC | 0.04% | Add +22.2% | 946 | $321K |
| Mufg Securities Americas Inc. | 0.03% | Add +23.9% | 943 | $320K |
| Pitcairn Co. | 0.02% | Reduce -0.1% | 935 | $318K |
| Csenge Advisory Group | 0.02% | Add +1.9% | 912 | $317K |
| Sowell Financial Services LLC | 0.01% | Add +46.1% | 928 | $315K |
| Callan Family Office, LLC | 0.01% | New | 922 | $313K |
| Vestcor Inc | 0.01% | Reduce -0.8% | 907 | $308K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -11.5% | 907 | $308K |
| Transcend Capital Advisors, LLC | 0.02% | New | 903 | $307K |
| Keybank National Association | 0.00% | Reduce -46.3% | 889 | $302K |
| Sit Investment Associates Inc. | 0.01% | Reduce -6.4% | 886 | $301K |
| Evoke Wealth, LLC | 0.01% | New | 879 | $299K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -37.4% | 867 | $295K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 850 | $289K |
| Clearstead Advisors, LLC | 0.00% | Add +694.4% | 850 | $289K |
| Clarius Group, LLC | 0.02% | Add +0.7% | 849 | $289K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.3% | 843 | $286K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.4% | 840 | $285K |
| Advyzon Investment Management, LLC | 0.06% | Add +0.5% | 838 | $285K |
| Horizon Advisory Services, Inc. | 0.15% | Add +0.8% | 831 | $282K |
| Farther Finance Advisors, LLC | 0.01% | Add +4.3% | 816 | $277K |
| Somerset Trust Co | 0.09% | Add +2.7% | 806 | $274K |
| Cibc World Market Inc. | 0.00% | Add +6.9% | 801 | $272K |
| Blackhawk Capital Partners, LLC | 0.12% | Reduce -9.1% | 793 | $270K |
| Mma Asset Management LLC | 0.10% | Add +3.3% | 793 | $270K |
| Texas Yale Capital Corp. | 0.01% | Add +15.4% | 750 | $255K |
| Waddell & Associates, LLC | 0.03% | New | 743 | $253K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.3% | 736 | $250K |
| Vident Advisory, LLC | 0.00% | Reduce -54.4% | 732 | $249K |
| NorthRock Partners, LLC | 0.01% | New | 729 | $248K |
| RFG Advisory, LLC | 0.01% | Reduce -4.1% | 727 | $247K |
| Ancora Advisors LLC | 0.01% | No change | 725 | $246K |
| Rossby Financial, LCC | 0.09% | Add +17.6% | 722 | $245K |
| Simplicity Wealth,LLC | 0.01% | Add +14.3% | 710 | $241K |
| Chicago Partners Investment Group LLC | 0.01% | New | 709 | $238K |
| Van Eck Associates Corp. | 0.00% | Reduce -4.6% | 699 | $238K |
| Marshall Wace, LLP | 0.00% | New | 700 | $238K |
| State of Wyoming | 0.03% | Add +148.8% | 694 | $236K |
| Personal Cfo Solutions, LLC | 0.04% | Add +3.0% | 690 | $234K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.1% | 678 | $230K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.1% | 671 | $228K |
| Leonteq Securities AG | 0.01% | No change | 670 | $228K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -13.3% | 668 | $227K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -17.0% | 662 | $225K |
| Parallel Advisors, LLC | 0.00% | Add +20.9% | 659 | $224K |
| DRW Securities, LLC | 0.02% | New | 658 | $224K |
| Quent Capital, LLC | 0.02% | Add +8.1% | 652 | $221K |
| SCS Capital Management LLC | 0.00% | No change | 649 | $221K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -4.9% | 636 | $216K |
| Smithfield Trust Co | 0.01% | No change | 630 | $213K |
| Scotia Capital Inc. | 0.00% | New | 626 | $213K |
| Patton Fund Management, Inc. | 0.05% | New | 622 | $211K |
| Vise Technologies, Inc. | 0.01% | — | 602 | $205K |
| NEOS Investment Management LLC | 0.00% | No change | 601 | $204K |
| Howard Bailey Securities, LLC | 0.06% | Reduce -3.9% | 599 | $204K |
| Lido Advisors, LLC | 0.00% | Reduce -6.8% | 593 | $202K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | New | 585 | $199K |
| Centaurus Financial, Inc. | 0.01% | No change | 556 | $189K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -3.3% | 535 | $182K |
| Blue Trust, Inc. | 0.00% | Reduce -1.3% | 534 | $181K |
| Webster Bank, N. A. | 0.02% | No change | 500 | $170K |
| CENTRAL TRUST Co | 0.00% | Reduce -10.2% | 465 | $158K |
| Bessemer Group Inc. | 0.00% | Add +2.8% | 435 | $148K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.2% | 428 | $145K |
| GAMMA Investing LLC | 0.01% | Reduce -15.0% | 408 | $139K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -8.4% | 401 | $136K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.9% | 398 | $135K |
| Versant Capital Management, Inc | 0.02% | Reduce -10.9% | 391 | $133K |
| Grove Bank & Trust | 0.02% | Reduce -0.5% | 373 | $127K |
| Simplex Trading, LLC | 0.00% | Reduce -19.3% | 347 | $117K |
| CI Investments Inc. | 0.00% | Add +23.3% | 334 | $114K |
| Private Trust Co. NA | 0.01% | Add +41.5% | 293 | $100K |
| Jones Financial Companies LLLP | 0.00% | Add +248.2% | 289 | $98K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -61.4% | 251 | $85K |
| Asset Dedication, LLC | 0.01% | No change | 250 | $85K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -4.6% | 229 | $78K |
| Signaturefd, LLC | 0.00% | Reduce -32.2% | 223 | $76K |
| First Financial Corp. | 0.03% | No change | 200 | $68K |
| IFP Advisors, Inc | 0.00% | Add +2077.8% | 196 | $67K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 188 | $64K |
| MAI Capital Management | 0.00% | Add +11.4% | 185 | $63K |
| Allworth Financial LP | 0.00% | Add +96.8% | 183 | $62K |
| Geneos Wealth Management Inc. | 0.00% | No change | 181 | $62K |
| CX Institutional | 0.00% | Reduce -63.3% | 177 | $60K |
| Principal Securities, Inc. | 0.00% | Reduce -64.7% | 175 | $59K |
| Key Financial Inc | 0.01% | No change | 159 | $54K |
| Brooklyn Investment Group | 0.01% | Add +3.4% | 153 | $52K |
| Park Square Financial Group, LLC | 0.04% | Reduce -0.7% | 151 | $51K |
| Bruce G. Allen Investments, LLC | 0.04% | Reduce -1.9% | 151 | $51K |
| Parkside Financial Bank & Trust | 0.00% | Add +7.1% | 135 | $46K |
| MUFG Securities EMEA plc | 0.00% | New | 127 | $43K |
| Sentry Investment Management LLC | 0.02% | No change | 125 | $43K |
| Arax Advisory Partners | 0.00% | Add +0.8% | 126 | $43K |
| WPG Advisers, LLC | 0.04% | Add +22.6% | 125 | $42K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 117 | $40K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 115 | $39K |
| CYBER HORNET ETFs LLC | 0.03% | New | 114 | $39K |
| Covestor Ltd | 0.02% | Reduce -81.5% | 114 | $39K |
| Montag A & Associates Inc. | 0.00% | No change | 110 | $37K |
| Thompson Investment Management, Inc. | 0.01% | No change | 104 | $35K |
| Board of the Pension Protection Fund | 0.04% | New | 100 | $34K |
| Global Retirement Partners, LLC | 0.00% | — | 94 | $32K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 92 | $31K |
| Tsfg, LLC | 0.01% | No change | 90 | $31K |
| Eastern Bank | 0.00% | No change | 90 | $31K |
| Cromwell Holdings LLC | 0.02% | Add +6.0% | 88 | $30K |
| Sunbelt Securities, Inc. | 0.00% | No change | 80 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | New | 85 | $29K |
| DT Investment Partners, LLC | 0.00% | No change | 82 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.5% | 81 | $28K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 80 | $27K |
| Toth Financial Advisory Corp. | 0.00% | No change | 80 | $27K |
| Heritage Wealth Advisors | 0.00% | No change | 80 | $27K |
| Chesapeake Asset Management LLC | 0.02% | No change | 76 | $26K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -15.0% | 68 | $23K |
| Clearstead Trust, LLC | 0.00% | Add +126.7% | 68 | $23K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +34.7% | 66 | $22K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 64 | $22K |
| Meeder Asset Management Inc. | 0.00% | New | 63 | $21K |
| Caldwell Trust Co | 0.00% | No change | 62 | $21K |
| Cornerstone Planning Group LLC | 0.00% | Add +5.0% | 63 | $21K |
| UMB Bank, n.a. | 0.00% | Reduce -3.3% | 59 | $20K |
| Piscataqua Savings Bank | 0.02% | No change | 56 | $19K |
| Traub Capital Management LLC | 0.02% | — | 51 | $17K |
| Nova Wealth Management, Inc. | 0.01% | New | 50 | $17K |
| CVA Family Office, LLC | 0.00% | Add +14.6% | 47 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -10.4% | 43 | $15K |
| Bell Investment Advisors, Inc | 0.00% | Add +38.7% | 43 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $14K |
| Barrett & Company, Inc. | 0.01% | No change | 40 | $14K |
| Investors Research Corp | 0.00% | No change | 38 | $13K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -27.4% | 37 | $13K |
| First Horizon Advisors, Inc. | 0.00% | Add +50.0% | 36 | $12K |
| Hemington Wealth Management | 0.00% | Add +11.8% | 38 | $12K |
| Zions Bancorporation, National Association | 0.00% | Reduce -64.5% | 33 | $11K |
| WealthCollab, LLC | 0.01% | Add +121.4% | 31 | $11K |
| Rakuten Securities, Inc. | 0.00% | No change | 30 | $10K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 29 | $10K |
| Summit Securities Group LLC | 0.00% | New | 29 | $10K |
| Harbour Investments, Inc. | 0.00% | Reduce -17.1% | 29 | $10K |
| Rise Advisors, LLC | 0.00% | Add +3.7% | 28 | $10K |
| Fortitude Family Office, LLC | 0.00% | Add +21.7% | 28 | $10K |
| Princeton Global Asset Management LLC | 0.00% | New | 28 | $10K |
| Crewe Advisors LLC | 0.00% | New | 28 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $9K |
| TD Private Client Wealth LLC | 0.00% | Reduce -41.5% | 24 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 23 | $8K |
| MV Capital Management, Inc. | 0.00% | Reduce -15.4% | 22 | $7K |
| Larson Financial Group LLC | 0.00% | Add +10.0% | 22 | $7K |
| Solstein Capital, LLC | 0.00% | New | 21 | $7K |
| FWL Investment Management, LLC | 0.00% | New | 21 | $7K |
| Atwood & Palmer Inc. | 0.00% | New | 21 | $7K |
| GW&K Investment Management, LLC | 0.00% | Add +10.0% | 22 | $7K |
| Binnacle Investments Inc | 0.00% | Add +17.6% | 20 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $7K |
| ORG Partners LLC | 0.00% | Add +137.5% | 19 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -26.9% | 19 | $6K |
| Sachetta, LLC | 0.00% | Add +30.8% | 17 | $6K |
| True Wealth Design, LLC | 0.00% | Add +88.9% | 17 | $6K |
| Rothschild Investment LLC | 0.00% | Add +1500.0% | 16 | $5K |
| Evolution Wealth Management Inc. | 0.01% | — | 13 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 13 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $4K |
| Abound Wealth Management | 0.00% | New | 11 | $4K |
| Ransom Advisory, Ltd | 0.00% | No change | 11 | $4K |
| NewSquare Capital LLC | 0.00% | Add +1000.0% | 11 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -21.4% | 11 | $4K |
| Spire Wealth Management | 0.00% | Add +11.1% | 10 | $3K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 9 | $3K |
| Howard Hughes Medical Institute | 0.00% | New | 9 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -60.9% | 9 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -25.0% | 9 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 9 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| HM Payson & Co. | 0.00% | No change | 7 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 6 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 6 | $2K |
| Manchester Capital Management LLC | 0.00% | Reduce -50.0% | 5 | $2K |
| Garde Capital, Inc. | 0.00% | No change | 5 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 4 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 4 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 3 | $1K |
| SouthState Bank Corp | 0.00% | No change | 3 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 5 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 3 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +100.0% | 2 | $680 |
| WealthTrak Capital Management LLC | 0.00% | New | 2 | $680 |
| North Capital, Inc. | 0.00% | No change | 2 | $680 |
| Sierra Ocean, LLC | 0.00% | No change | 2 | $680 |
| Quaker Wealth Management, LLC | 0.00% | — | 2 | $680 |
| Stephens Consulting, LLC | 0.00% | New | 2 | $680 |
| Tortoise Investment Management, LLC | 0.00% | New | 2 | $680 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 2 | $680 |
| Bogart Wealth, LLC | 0.00% | New | 2 | $680 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $679 |
| Dunhill Financial, LLC | 0.00% | Reduce -66.7% | 1 | $409 |
| Highline Wealth Partners LLC | 0.00% | No change | 1 | $347 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 1 | $340 |
| Redwood Park Advisors LLC | 0.00% | No change | 1 | $340 |
| Aspect Partners, LLC | 0.00% | No change | 1 | $340 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $340 |
| Activest Wealth Management | 0.00% | Add +0.0% | 1 | $340 |
| Total Investment Management Inc. | 0.00% | New | 1 | $340 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $340 |
| AdvisorNet Financial, Inc | 0.00% | New | 1 | $340 |
| Ossiam | 0.00% | New | 1 | $340 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $340 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $340 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 1 | $340 |
| Motco | 0.00% | New | 1 | $336 |
| Hughes Financial Services, LLC | 0.00% | Reduce -95.5% | 1 | $328 |
| Y.D. More Investments Ltd | 0.00% | Reduce -34.9% | 41 | $41 |
| Avion Wealth | 0.00% | Reduce -60.0% | 2 | $0 |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.