Everest GroupEG
13F holders, Q3 2025 (September 30)677holders +4
86new positions
79sold out
9famous investors
$350.00avg. 13F price*
At the end of Q3 2025, 677 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, up 4 from Q2 2025. 86 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.2B) and AQR Capital Management ($695.3M). 9 famous investors held it, including Cliff Asness (0.4% of AQR Capital Management's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Everest Group Ltd.
- Sector
- Finance
- CUSIP
- G3223R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $163.4M |
| Exits | 79 | $147.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,173,553 shares bought and 2,940,378 shares sold, net +233,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 677 holders
| Vanguard Group Inc. | 0.03% | Reduce -1.0% | 5,502,206 | $1.9B |
| BlackRock, Inc. | 0.02% | Reduce -2.9% | 3,386,560 | $1.2B |
| AQR Capital Management | 0.45% | Add +70.3% | 2,011,033 | $695.3M |
| State Street Corp. | 0.02% | Reduce -0.7% | 1,898,886 | $665.0M |
| Vulcan Value Partners, LLC | 9.00% | Add +13.8% | 1,417,466 | $496.5M |
| Wellington Management Group LLP | 0.08% | Reduce -15.0% | 1,237,587 | $433.4M |
| Geode Capital Management, LLC | 0.03% | Reduce -3.8% | 1,165,232 | $406.5M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.11% | Add +6.2% | 999,581 | $350.1M |
| Altrinsic Global Advisors LLC | 11.74% | Reduce -3.3% | 906,058 | $317.3M |
| Boston Partners | 0.26% | Add +28.9% | 729,019 | $255.3M |
| Invesco Ltd. | 0.04% | Reduce -1.0% | 673,554 | $235.9M |
| Massachusetts Financial Services Co. | 0.07% | Add +4.8% | 652,194 | $228.4M |
| William Blair Investment Management, LLC | 0.59% | Reduce -5.0% | 651,474 | $228.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.8% | 472,989 | $165.6M |
| Morgan Stanley | 0.01% | Reduce -1.0% | 439,839 | $154.0M |
| Assetmark, Inc. | 0.32% | Reduce -5.2% | 423,370 | $148.3M |
| Northern Trust Corp. | 0.02% | Add +0.5% | 412,317 | $144.4M |
| Polar Capital Holdings Plc | 0.70% | No change | 410,500 | $143.8M |
| Donald Smith & Co., Inc. | 2.73% | Add +25.8% | 391,424 | $137.1M |
| LSV Asset Management | 0.30% | Reduce -3.1% | 387,720 | $135.8M |
| Champlain Investment Partners, LLC | 1.01% | Add +3.3% | 384,141 | $134.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -12.0% | 343,472 | $120.3M |
| First Trust Advisors LP | 0.09% | Reduce -44.4% | 342,367 | $119.9M |
| Victory Capital Management Inc. | 0.07% | Add +20.2% | 326,877 | $114.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -12.2% | 310,545 | $108.8M |
| Alliancebernstein L.P. | 0.03% | Add +157.5% | 291,886 | $102.2M |
| Legal & General Group Plc | 0.02% | Add +7.3% | 282,942 | $99.1M |
| Bank of Montreal | 0.04% | Add +19.5% | 257,198 | $90.1M |
| Earnest Partners LLC | 0.36% | Reduce -0.8% | 238,227 | $83.4M |
| Sterling Capital Management LLC | 1.22% | Reduce -8.6% | 238,006 | $83.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.2% | 234,127 | $82.0M |
| UBS Group AG | 0.01% | Reduce -2.1% | 217,911 | $76.3M |
| Bank of America Corp. | 0.01% | Add +14.1% | 212,969 | $74.6M |
| Sei Investments Co. | 0.08% | Add +10.5% | 208,440 | $73.0M |
| Deutsche Bank AG | 0.02% | Add +4.4% | 206,126 | $72.2M |
| Franklin Resources Inc. | 0.02% | Add +0.2% | 201,439 | $70.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.4% | 189,525 | $66.4M |
| Nuveen, LLC | 0.02% | Reduce -31.7% | 187,663 | $65.7M |
| Talaria Asset Management Pty Ltd | 11.56% | Add +1.8% | 183,500 | $64.3M |
| Amundi | 0.02% | Reduce -1.3% | 173,192 | $62.6M |
| Balyasny Asset Management L.P. | 0.13% | Reduce -47.3% | 177,321 | $62.1M |
| Causeway Capital Management LLC | 0.81% | New | 175,686 | $61.5M |
| Jacobs Levy Equity Management, Inc. | 0.23% | Reduce -1.1% | 162,015 | $56.7M |
| Johnson Investment Counsel Inc. | 0.47% | Reduce -15.0% | 161,187 | $56.5M |
| Barclays PLC | 0.02% | Add +0.3% | 160,077 | $56.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -9.1% | 153,334 | $53.7M |
| Russell Investments Group, Ltd. | 0.06% | Add +14.9% | 146,334 | $50.9M |
| General American Investors Co. Inc. | 3.16% | No change | 144,286 | $50.5M |
| FMR LLC | 0.00% | Add +11.8% | 140,954 | $49.4M |
| Janus Henderson Group PLC | 0.02% | Add +5.5% | 139,188 | $48.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -31.5% | 139,154 | $48.7M |
| Renaissance Technologies | 0.06% | Reduce -32.5% | 135,800 | $47.6M |
| California Public Employees Retirement System | 0.03% | Reduce -13.7% | 131,570 | $46.1M |
| AustralianSuper Pty Ltd | 0.22% | Reduce -5.8% | 130,067 | $45.6M |
| Swiss National Bank | 0.02% | Reduce -5.1% | 122,600 | $42.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.17% | Add +142.0% | 118,187 | $41.4M |
| Systematic Financial Management LP | 0.99% | Reduce -0.8% | 116,349 | $40.7M |
| Bridgewater Associates | 0.16% | Reduce -2.9% | 113,362 | $39.7M |
| Perpetual Ltd | 0.48% | Reduce -0.3% | 109,514 | $38.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -0.8% | 102,975 | $36.1M |
| Royal Bank of Canada | 0.01% | Add +23.0% | 101,878 | $35.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.9% | 101,855 | $35.7M |
| Danske Bank A/S | 0.09% | Add +191.1% | 101,497 | $35.5M |
| BNP Paribas Financial Markets | 0.03% | Add +16.6% | 100,461 | $35.2M |
| Truist Financial Corp. | 0.05% | Reduce -6.0% | 98,901 | $34.6M |
| South Dakota Investment Council | 0.64% | Reduce -10.1% | 93,491 | $32.7M |
| Korea Investment CORP | 0.07% | Add +53.0% | 93,332 | $32.7M |
| Storebrand Asset Management As | 0.09% | Reduce -1.7% | 92,542 | $32.4M |
| Deprince Race & Zollo Inc. | 0.65% | Reduce -2.1% | 92,331 | $32.3M |
| Ieq Capital, LLC | 0.10% | Add +258.4% | 92,075 | $32.2M |
| Cwm, LLC | 0.09% | Add +60.1% | 88,453 | $31.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +10.6% | 87,274 | $30.6M |
| Voloridge Investment Management, LLC | 0.10% | Reduce -30.8% | 84,880 | $29.7M |
| Rhumbline Advisers | 0.02% | Add +0.4% | 84,836 | $29.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.0% | 84,158 | $29.5M |
| Two Sigma Investments, LP | 0.05% | Add +13.9% | 82,337 | $28.8M |
| Artisan Partners Limited Partnership | 0.04% | Add +226.9% | 73,144 | $25.6M |
| Robeco Institutional Asset Management B.V. | 0.03% | Add +18.9% | 67,520 | $23.6M |
| HRT Financial LP | 0.09% | Add +23.9% | 67,038 | $23.5M |
| Mirabella Financial Services LLP | 1.96% | Reduce -17.5% | 64,031 | $22.4M |
| Bank of Nova Scotia | 0.04% | Add +272.4% | 62,889 | $22.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -10.8% | 61,874 | $21.7M |
| TCTC Holdings, LLC | 0.63% | No change | 61,085 | $21.4M |
| Prospector Partners LLC | 2.55% | Reduce -3.1% | 59,814 | $20.9M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.29% | No change | 59,634 | $20.9M |
| Lazard Asset Management LLC | 0.03% | Add +1521.5% | 58,424 | $20.5M |
| Martingale Asset Management L P | 0.51% | Add +7.3% | 58,225 | $20.4M |
| FIL Ltd | 0.02% | Reduce -28.9% | 57,650 | $20.2M |
| Arnhold LLC | 1.65% | Reduce -0.8% | 56,338 | $19.7M |
| Millennium Management | 0.02% | Reduce -28.0% | 55,429 | $19.4M |
| California State Teachers Retirement System | 0.02% | Reduce -10.7% | 52,968 | $18.6M |
| New York State Common Retirement Fund | 0.02% | Add +18.1% | 52,646 | $18.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -50.8% | 51,409 | $18.0M |
| Natixis | 0.10% | Reduce -22.9% | 50,834 | $17.8M |
| KLP Kapitalforvaltning As | 0.07% | Add +69.2% | 47,941 | $16.8M |
| Te Ahumairangi Investment Management Ltd | 2.85% | Add +15.3% | 47,940 | $16.8M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Reduce -0.5% | 47,914 | $16.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.8% | 47,753 | $16.7M |
| Grace & White Inc. | 2.96% | No change | 47,232 | $16.5M |
| Citigroup Inc. | 0.01% | Reduce -1.7% | 46,834 | $16.4M |
| Mackenzie Financial Corp. | 0.02% | Reduce -46.5% | 45,952 | $16.1M |
| TD Asset Management Inc | 0.01% | Reduce -7.6% | 45,871 | $16.1M |
| Pathstone Holdings, LLC | 0.06% | Reduce -1.5% | 45,104 | $15.8M |
| American Century Companies Inc. | 0.01% | Reduce -34.6% | 44,066 | $15.4M |
| Equitable Trust Co. | 0.71% | Reduce -4.0% | 44,041 | $15.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +16.7% | 43,948 | $15.4M |
| Cerity Partners LLC | 0.02% | Add +46.4% | 43,771 | $15.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.1% | 43,009 | $14.9M |
| Lighthouse Investment Partners, LLC | 0.53% | Add +280.4% | 42,237 | $14.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -1.1% | 40,460 | $14.2M |
| Clough Capital Partners L P | 1.26% | Add +1.2% | 40,285 | $14.1M |
| Davis Selected Advisers | 0.07% | Reduce -0.2% | 39,428 | $13.8M |
| National Pension Service | 0.01% | Add +26.1% | 38,956 | $13.6M |
| Susquehanna International Group, LLP | 0.02% | Add +37.1% | 38,879 | $13.6M |
| Royal London Asset Management Ltd. | 0.03% | Add +11.3% | 38,838 | $13.6M |
| Frontier Capital Management Co. LLC | 0.12% | Reduce -3.0% | 38,096 | $13.3M |
| M&G PLC | 0.07% | Add +89.5% | 38,055 | $13.3M |
| HSBC Holdings PLC | 0.01% | Add +0.9% | 37,197 | $13.0M |
| Swedbank AB | 0.01% | No change | 37,025 | $13.0M |
| Capital Fund Management S.A. | 0.13% | New | 36,415 | $12.8M |
| Susquehanna Portfolio Strategies, LLC | 0.19% | Add +40.3% | 34,631 | $12.1M |
| Aberdeen Group plc | 0.02% | Add +12.0% | 34,979 | $12.1M |
| Aviva PLC | 0.02% | Add +6.1% | 33,759 | $11.8M |
| Nuance Investments, LLC | 1.19% | Add +59.2% | 33,493 | $11.7M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 34,044 | $11.7M |
| Vest Financial, LLC | 0.15% | Reduce -43.0% | 32,965 | $11.5M |
| Woodline Partners LP | 0.05% | New | 32,342 | $11.3M |
| LMCG Investments, LLC | 0.66% | Add +0.3% | 32,065 | $11.2M |
| Empowered Funds, LLC | 0.11% | Add +21.4% | 31,886 | $11.2M |
| Toronto Dominion Bank | 0.02% | Add +5.2% | 31,820 | $11.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +28.7% | 31,665 | $11.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +1.9% | 31,246 | $10.9M |
| Quantinno Capital Management LP | 0.03% | Add +32.5% | 30,934 | $10.8M |
| GMO | 0.03% | Add +1.3% | 30,880 | $10.8M |
| NFC Investments, LLC | 3.10% | Add +0.5% | 29,330 | $10.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +1648.9% | 29,661 | $10.4M |
| Waverly Advisors, LLC | 0.10% | Add +3.6% | 29,557 | $10.4M |
| Clearbridge Investments, LLC | 0.01% | Reduce -0.4% | 29,395 | $10.3M |
| Dupree Financial Group, LLC | 4.00% | New | 29,380 | $10.3M |
| Allianz Asset Management GmbH | 0.01% | Add +0.4% | 28,612 | $10.0M |
| State of Wisconsin Investment Board | 0.02% | Add +6.8% | 28,537 | $10.0M |
| Panagora Asset Management Inc. | 0.04% | Add +368.3% | 28,414 | $10.0M |
| Employees Retirement System of Texas | 0.09% | No change | 27,754 | $9.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -57.9% | 27,057 | $9.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -13.8% | 26,943 | $9.4M |
| Osaic Holdings, Inc. | 0.01% | Add +6.9% | 26,953 | $9.4M |
| Edgestream Partners, L.P. | 0.27% | Reduce -39.2% | 26,210 | $9.2M |
| National Bank of Canada | 0.01% | Reduce -35.4% | 26,187 | $9.2M |
| Brandywine Global Investment Management, LLC | 0.06% | Add +0.8% | 25,753 | $9.0M |
| Glenmede Investment Management, LP | 0.04% | Reduce -2.9% | 25,719 | $9.0M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -17.1% | 25,681 | $9.0M |
| MetLife Investment Management, LLC | 0.04% | Add +7.9% | 25,006 | $8.8M |
| Citadel Advisors | 0.01% | Reduce -75.7% | 23,440 | $8.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -1.3% | 22,700 | $8.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -13.7% | 22,527 | $7.9M |
| Arax Advisory Partners | 0.11% | Add +17764.3% | 22,509 | $7.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | New | 22,093 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +141.3% | 21,076 | $7.7M |
| Mediolanum International Funds Ltd | 0.08% | Add +109.9% | 22,040 | $7.6M |
| Mariner, LLC | 0.01% | Add +126.7% | 21,576 | $7.6M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -4.8% | 21,406 | $7.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +80.4% | 21,335 | $7.5M |
| Heartland Advisors Inc. | 0.38% | No change | 20,586 | $7.2M |
| APG Asset Management N.V. | 0.02% | No change | 23,900 | $7.1M |
| LPL Financial LLC | 0.00% | Reduce -21.2% | 20,125 | $7.0M |
| Summit Wealth Group LLC / Co. | 0.75% | New | 15,074 | $7.0M |
| Corient Private Wealth LP | 0.01% | Add +5.3% | 20,062 | $7.0M |
| DAVENPORT & Co LLC | 0.04% | Reduce -11.3% | 19,390 | $6.8M |
| Daiwa Securities Group Inc. | 0.02% | Add +183.3% | 19,295 | $6.8M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.8% | 18,878 | $6.6M |
| Illinois Municipal Retirement Fund | 0.08% | Reduce -7.8% | 18,756 | $6.6M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +16.1% | 18,668 | $6.5M |
| Janney Montgomery Scott LLC | 0.02% | New | 18,503 | $6.5M |
| Prana Capital Management, LP | 0.22% | Reduce -51.2% | 18,428 | $6.5M |
| Intech Investment Management LLC | 0.06% | Reduce -53.0% | 18,145 | $6.4M |
| Clear Harbor Asset Management, LLC | 0.44% | Add +9.2% | 17,942 | $6.3M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -3.0% | 17,420 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.5% | 17,204 | $6.0M |
| Creative Planning | 0.00% | Add +248.4% | 17,046 | $6.0M |
| New Age Alpha Advisors, LLC | 0.25% | Reduce -2.5% | 16,743 | $5.9M |
| Schroder Investment Management Group | 0.00% | Reduce -1.2% | 16,879 | $5.8M |
| Vestcor Inc | 0.17% | Add +1678.0% | 16,126 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 15,861 | $5.6M |
| Mn Services Vermogensbeheer B.V. | 0.04% | No change | 15,800 | $5.5M |
| Federated Hermes, Inc. | 0.01% | Add +8.7% | 15,666 | $5.5M |
| Wells Fargo & Company | 0.00% | Reduce -6.2% | 15,464 | $5.4M |
| Stifel Financial Corp. | 0.00% | Reduce -18.0% | 15,197 | $5.3M |
| Northwest & Ethical Investments L.P. | 0.12% | Reduce -6.5% | 15,109 | $5.3M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +10.3% | 15,029 | $5.3M |
| Continuum Advisory, LLC | 0.55% | Add +10.6% | 14,756 | $5.2M |
| Jane Street Group, LLC | 0.01% | Reduce -80.7% | 14,705 | $5.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +21.6% | 14,467 | $5.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -0.4% | 14,364 | $5.0M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -0.5% | 13,992 | $4.9M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -1.3% | 13,966 | $4.9M |
| Investment Management Corp of Ontario | 0.07% | Add +1238.4% | 13,759 | $4.8M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -8.5% | 13,247 | $4.6M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -22.6% | 13,165 | $4.6M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 13,085 | $4.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 12,649 | $4.4M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -1.7% | 12,609 | $4.4M |
| Arizona State Retirement System | 0.02% | Add +1.0% | 12,593 | $4.4M |
| State of Michigan Retirement System | 0.02% | Reduce -1.6% | 12,411 | $4.3M |
| Captrust Financial Advisors | 0.01% | Add +106.7% | 11,943 | $4.2M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -3.9% | 11,930 | $4.2M |
| Tredje AP-fonden | 0.03% | Reduce -20.8% | 11,870 | $4.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | No change | 11,724 | $4.1M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -2.9% | 11,622 | $4.1M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -0.9% | 11,581 | $4.1M |
| IFM Investors Pty Ltd | 0.03% | No change | 11,290 | $3.9M |
| Wedge Capital Management L L P | 0.07% | Add +7.4% | 10,994 | $3.9M |
| Meritage Portfolio Management | 0.25% | Reduce -9.4% | 10,832 | $3.8M |
| Gotham Asset Management | 0.02% | Add +44.9% | 10,775 | $3.8M |
| Czech National Bank | 0.03% | Add +2.5% | 10,653 | $3.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.5% | 10,072 | $3.5M |
| Cary Street Partners Financial LLC | 0.09% | Reduce -1.1% | 10,009 | $3.5M |
| Macquarie Group Ltd. | 0.00% | Reduce -54.4% | 9,983 | $3.5M |
| JB Capital LLC | 0.15% | New | 9,622 | $3.4M |
| Voya Investment Management LLC | 0.00% | Reduce -43.4% | 9,511 | $3.3M |
| Agf Management Ltd. | 0.01% | Add +7.5% | 9,309 | $3.3M |
| Focus Partners Wealth | 0.01% | Add +127.1% | 9,276 | $3.2M |
| Public Sector Pension Investment Board | 0.01% | Add +3.5% | 9,052 | $3.2M |
| ProShare Advisors LLC | 0.01% | Reduce -8.5% | 9,008 | $3.2M |
| Retirement Systems of Alabama | 0.01% | Reduce -2.0% | 8,947 | $3.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Reduce -24.6% | 8,887 | $3.1M |
| Xponance LLC | 0.02% | Reduce -38.4% | 8,877 | $3.1M |
| Fca Corp. | 0.86% | Add +0.1% | 8,835 | $3.1M |
| Interval Partners, LP | 0.06% | Reduce -1.0% | 8,387 | $2.9M |
| MAI Capital Management | 0.02% | Add +4340.5% | 8,215 | $2.9M |
| Summit Global Investments | 0.17% | New | 8,175 | $2.9M |
| Amalgamated Bank | 0.02% | Reduce -2.7% | 8,127 | $2.8M |
| US Bancorp \de | 0.00% | Add +1.4% | 8,106 | $2.8M |
| Forsta Ap-Fonden | 0.02% | Reduce -9.0% | 8,100 | $2.8M |
| DNB Asset Management AS | 0.01% | Add +3.1% | 8,056 | $2.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -19.5% | 8,240 | $2.8M |
| California First Leasing Corp. | 0.99% | No change | 7,740 | $2.7M |
| Swiss Life Asset Management Ltd | 0.01% | Add +36.2% | 7,649 | $2.7M |
| Gilman Hill Asset Management, LLC | 0.41% | Add +2.9% | 7,534 | $2.6M |
| Anchor Capital Advisors LLC | 0.08% | Add +2.5% | 7,486 | $2.6M |
| Manning & Napier Advisors LLC | 0.03% | Reduce -43.1% | 7,157 | $2.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -42.6% | 7,155 | $2.5M |
| Man Group plc | 0.00% | Reduce -95.8% | 7,116 | $2.5M |
| Regions Financial Corp. | 0.02% | Reduce -35.3% | 7,033 | $2.5M |
| Utah Retirement Systems | 0.02% | Reduce -1.4% | 6,931 | $2.4M |
| UniSuper Management Pty Ltd | 0.01% | Add +11.1% | 6,927 | $2.4M |
| OMERS ADMINISTRATION Corp | 0.02% | No change | 6,907 | $2.4M |
| Brighton Jones LLC | 0.06% | Add +157.9% | 6,635 | $2.3M |
| New Vernon Investment Management LLC | 2.15% | No change | 6,568 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.1% | 6,544 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.9% | 6,477 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -6.9% | 6,421 | $2.2M |
| USS Investment Management Ltd | 0.01% | No change | 6,250 | $2.2M |
| iSAM Funds (UK) Ltd | 0.45% | New | 6,204 | $2.2M |
| Ethic Inc. | 0.04% | Add +23.8% | 6,140 | $2.2M |
| New York Life Investment Management LLC | 0.02% | Reduce -4.9% | 6,119 | $2.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -8.9% | 6,115 | $2.1M |
| CIBC Asset Management Inc | 0.01% | Add +0.1% | 5,964 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +65.2% | 5,950 | $2.1M |
| Pallas Capital Advisors LLC | 0.08% | Add +170.1% | 5,877 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +16.0% | 5,875 | $2.1M |
| CIBC Bancorp USA Inc. | 0.01% | — | 5,808 | $2.0M |
| Los Angeles Capital Management LLC | 0.01% | New | 5,693 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Add +128.6% | 5,678 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +87.3% | 5,633 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +224.9% | 5,836 | $2.0M |
| Palouse Capital Management, Inc. | 1.28% | New | 5,625 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -14.0% | 5,576 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.1% | 5,478 | $1.9M |
| Strategic Investment Advisors / MI | 0.17% | Reduce -2.5% | 5,358 | $1.9M |
| Van Den Berg Management I, Inc. | 0.47% | Reduce -8.0% | 5,318 | $1.9M |
| Tudor Investment Corporation | 0.01% | Reduce -89.5% | 5,291 | $1.9M |
| Trust Co. of Toledo NA | 0.18% | No change | 5,146 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.3% | 5,076 | $1.8M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +77.0% | 4,870 | $1.8M |
| Harbor Advisors LLC | 0.27% | No change | 5,000 | $1.8M |
| RBF Capital, LLC | 0.08% | No change | 5,000 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.1% | 4,973 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Reduce -34.3% | 4,885 | $1.7M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -27.3% | 4,885 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +29.3% | 4,768 | $1.7M |
| Pacer Advisors, Inc. | 0.00% | Add +35.9% | 4,750 | $1.7M |
| Jump Financial, LLC | 0.02% | Add +5.8% | 4,699 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -1.1% | 4,638 | $1.6M |
| Meridian Investment Counsel Inc. | 0.40% | New | 4,570 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -6.8% | 4,546 | $1.6M |
| Sepio Capital, LP | 0.09% | New | 4,525 | $1.6M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -0.8% | 4,469 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.3% | 4,373 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | Reduce -9.7% | 4,370 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -1.1% | 4,289 | $1.5M |
| Strategic Global Advisors, LLC | 0.22% | New | 4,210 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | No change | 4,200 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -31.8% | 4,180 | $1.5M |
| Krilogy Financial LLC | 0.05% | New | 4,527 | $1.5M |
| Credit Agricole S A | 0.00% | — | 4,138 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 4,099 | $1.4M |
| Handelsbanken Fonder AB | 0.00% | Add +42.2% | 4,079 | $1.4M |
| Shay Capital LLC | 0.25% | New | 4,000 | $1.4M |
| Twin Capital Management Inc. | 0.17% | Reduce -53.9% | 3,925 | $1.4M |
| Quinn Opportunity Partners LLC | 0.10% | No change | 3,872 | $1.4M |
| Uncommon Cents Investing LLC | 0.34% | Add +1.7% | 3,859 | $1.4M |
| Nordea Investment Management AB | 0.00% | Add +9.2% | 3,877 | $1.4M |
| Numerai GP LLC | 0.19% | Reduce -4.3% | 3,788 | $1.3M |
| Candriam S.C.A. | 0.01% | No change | 3,751 | $1.3M |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.0% | 3,720 | $1.3M |
| J. Safra Sarasin Holding AG | 0.02% | New | 3,715 | $1.3M |
| Foster & Motley Inc. | 0.07% | Reduce -7.7% | 3,536 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -29.7% | 3,533 | $1.2M |
| Aviance Capital Partners, LLC | 0.14% | New | 3,479 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -13.5% | 3,475 | $1.2M |
| Delphi Management Inc. | 1.13% | Add +0.2% | 3,465 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Add +1.6% | 3,441 | $1.2M |
| Poehling Capital Management, INC. | 0.25% | Add +3.6% | 3,434 | $1.2M |
| Avanza Fonder AB | 0.03% | Add +59.5% | 3,408 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +1.7% | 3,407 | $1.2M |
| Kempner Capital Management Inc. | 0.98% | Reduce -48.3% | 3,349 | $1.2M |
| Diversified Trust Co. | 0.02% | Add +8.5% | 3,338 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,298 | $1.2M |
| Icon Advisers Inc. | 0.25% | No change | 3,200 | $1.1M |
| Sculati Wealth Management, LLC | 0.39% | Add +17.5% | 3,190 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +13.1% | 3,118 | $1.1M |
| CSS LLC | 0.19% | Add +4.4% | 3,100 | $1.1M |
| Mizuho Securities USA LLC | 0.02% | Add +3.9% | 3,055 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +14.4% | 2,961 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.7% | 2,934 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Add +55.9% | 2,834 | $993K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +11.2% | 2,795 | $979K |
| LS Investment Advisors, LLC | 0.14% | Reduce -86.9% | 2,783 | $975K |
| Ingalls & Snyder LLC | 0.03% | Reduce -8.5% | 2,771 | $970K |
| KBC Group NV | 0.00% | No change | 2,748 | $962K |
| Aster Capital Management (DIFC) Ltd | 0.48% | New | 2,734 | $958K |
| LBP Am SA | 0.01% | Reduce -4.7% | 2,634 | $923K |
| SummitTX Capital, L.P. | 0.04% | New | 2,631 | $921K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -2.0% | 2,551 | $893K |
| Commerce Bank | 0.01% | Reduce -1.8% | 2,550 | $893K |
| Norinchukin Bank, The | 0.01% | Reduce -0.0% | 2,468 | $864K |
| MML Investors Services, LLC | 0.00% | Add +22.1% | 2,407 | $843K |
| Sivia Capital Partners, LLC | 0.24% | Add +111.5% | 2,392 | $838K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +19.5% | 2,377 | $832K |
| Croban | 0.55% | Add +4.7% | 2,365 | $828K |
| Center For Asset Management LLC | 0.44% | Add +2.0% | 2,353 | $824K |
| Ipswich Investment Management Co., Inc. | 0.19% | No change | 2,350 | $823K |
| &partners | 0.01% | Add +2.3% | 2,322 | $812K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -11.3% | 2,284 | $800K |
| Daymark Wealth Partners, LLC | 0.03% | No change | 2,263 | $793K |
| Lifeworks Advisors, LLC | 0.11% | Reduce -4.9% | 2,261 | $792K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -0.2% | 2,229 | $781K |
| Louisiana State Employees Retirement System | 0.01% | No change | 2,200 | $771K |
| Synovus Financial Corp. | 0.01% | Reduce -0.4% | 2,184 | $765K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | Reduce -11.3% | 2,166 | $759K |
| Westpac Banking Corp. | 0.05% | Add +27.5% | 2,161 | $757K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.2% | 2,151 | $753K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -4.8% | 2,138 | $749K |
| Citadel Investment Advisory, Inc. | 0.34% | No change | 2,127 | $745K |
| Capital Insight Partners, LLC | 0.12% | Reduce -0.8% | 2,123 | $744K |
| Independent Advisor Alliance | 0.02% | Add +62.8% | 2,107 | $738K |
| Caerus Investment Advisors, LLC | 0.30% | New | 2,091 | $732K |
| Dakota Wealth Management | 0.01% | Reduce -0.9% | 2,088 | $731K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 2,083 | $730K |
| Essential Partners LLC | 0.24% | Add +3.6% | 2,077 | $727K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 2,036 | $713K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +10.5% | 2,003 | $708K |
| Old National Bancorp | 0.01% | Add +0.3% | 2,017 | $706K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 2,011 | $705K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,011 | $704K |
| Dark Forest Capital Management LP | 0.03% | New | 2,010 | $704K |
| Securian Asset Management, Inc. | 0.02% | Reduce -9.2% | 1,986 | $696K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +105.4% | 1,970 | $690K |
| ING Groep NV | 0.00% | Reduce -4.5% | 1,964 | $688K |
| Ossiam | 0.01% | Add +195300.0% | 1,954 | $684K |
| Shell Asset Management Co. | 0.07% | Reduce -85.2% | 1,936 | $678K |
| Elevated Capital Advisors, LLC | 0.17% | Reduce -10.8% | 1,916 | $671K |
| TFB Advisors LLC | 0.20% | Reduce -18.1% | 1,879 | $670K |
| Legend Financial Advisors, Inc. | 0.41% | Add +0.8% | 1,910 | $669K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -5.0% | 1,900 | $665K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,898 | $665K |
| M&T Bank Corp | 0.00% | Reduce -5.7% | 1,896 | $664K |
| Leuthold Group, LLC | 0.07% | No change | 1,883 | $659K |
| Transcend Capital Advisors, LLC | 0.05% | Add +107.9% | 1,877 | $657K |
| Verdence Capital Advisors LLC | 0.04% | Add +0.1% | 1,850 | $636K |
| AXA Investment Managers S.A. | 0.00% | — | 1,777 | $622K |
| Chesley Taft & Associates LLC | 0.03% | No change | 1,772 | $621K |
| Perigon Wealth Management, LLC | 0.01% | Add +42.2% | 1,756 | $615K |
| Praxis Investment Management Inc. | 0.04% | Reduce -29.5% | 1,734 | $607K |
| Holocene Advisors, LP | 0.00% | Reduce -72.0% | 1,724 | $604K |
| Prudential PLC | 0.00% | No change | 1,718 | $602K |
| Unison Advisors LLC | 0.05% | Add +0.5% | 1,691 | $592K |
| NEOS Investment Management LLC | 0.00% | Add +180.9% | 1,688 | $591K |
| Bright Futures Wealth Management, LLC. | 0.46% | — | 1,681 | $589K |
| Waddell & Associates, LLC | 0.05% | Add +125.2% | 1,673 | $586K |
| Clearstead Advisors, LLC | 0.01% | Add +94.0% | 1,649 | $578K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.1% | 1,648 | $577K |
| NewEdge Advisors, LLC | 0.00% | Add +60.6% | 1,624 | $569K |
| State of Wyoming | 0.06% | Add +132.1% | 1,611 | $564K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.2% | 1,610 | $564K |
| Verition Fund Management LLC | 0.00% | Reduce -80.2% | 1,599 | $560K |
| Sig Brokerage, LP | 0.14% | Add +5.5% | 1,580 | $553K |
| Curat Global, LLC | 0.51% | Reduce -1.9% | 1,554 | $544K |
| Virtu Financial LLC | 0.03% | New | 1,551 | $543K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +1.7% | 1,518 | $532K |
| waypoint wealth counsel | 0.21% | New | 1,515 | $531K |
| Aull & Monroe Investment Management Corp | 0.27% | No change | 1,500 | $525K |
| PAX Financial Group, LLC | 0.09% | Reduce -15.1% | 1,482 | $519K |
| Qsemble Capital Management, LP | 0.05% | Reduce -24.6% | 1,473 | $516K |
| Assenagon Asset Management S.A. | 0.00% | Add +22.4% | 1,467 | $514K |
| Wealthfront Advisers LLC | 0.00% | Add +2.8% | 1,466 | $513K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,462 | $512K |
| Parcion Private Wealth LLC | 0.03% | New | 1,448 | $507K |
| Park Avenue Securities LLC | 0.00% | Reduce -12.9% | 1,448 | $507K |
| Advisory Services Network, LLC | 0.01% | New | 1,447 | $507K |
| Evoke Wealth, LLC | 0.01% | Add +64.3% | 1,444 | $506K |
| Greenwood Capital Associates LLC | 0.06% | Reduce -5.1% | 1,441 | $505K |
| Capstone Investment Advisors, LLC | 0.01% | New | 1,435 | $503K |
| Metis Global Partners, LLC | 0.01% | Reduce -6.6% | 1,433 | $502K |
| NorthRock Partners, LLC | 0.01% | Add +95.8% | 1,427 | $500K |
| QRG Capital Management, Inc. | 0.01% | Reduce -86.5% | 1,410 | $494K |
| Jackson Thornton Wealth Management, LLC | 0.05% | New | 1,365 | $491K |
| Full Sail Capital, LLC | 0.03% | New | 1,392 | $488K |
| AdvisorShares Investments LLC | 0.08% | New | 1,383 | $484K |
| Hancock Whitney Corp. | 0.01% | Reduce -18.0% | 1,379 | $483K |
| Rothschild Investment LLC | 0.03% | Add +8475.0% | 1,372 | $481K |
| Atria Investments, Inc | 0.01% | Add +2.0% | 1,343 | $470K |
| Argent Trust Co | 0.02% | Reduce -9.2% | 1,339 | $469K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 1,331 | $466K |
| Rowlandmiller & Partners.adv | 0.09% | No change | 1,315 | $461K |
| Board of the Pension Protection Fund | 0.45% | Add +1200.0% | 1,300 | $455K |
| Allstate Corp. | 0.01% | New | 1,280 | $448K |
| MeadowBrook Investment Advisors LLC | 0.39% | Reduce -0.4% | 1,266 | $443K |
| Vontobel Holding Ltd. | 0.00% | Add +6.4% | 1,255 | $440K |
| National Wealth Management Group, LLC | 0.17% | New | 1,253 | $439K |
| Trail Ridge Investment Advisors, LLC | 0.19% | Add +3.3% | 1,236 | $433K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +35.5% | 1,229 | $430K |
| Forum Financial Management, LP | 0.01% | Reduce -11.2% | 1,226 | $429K |
| Engineers Gate Manager LP | 0.00% | Reduce -96.6% | 1,202 | $421K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.02% | New | 1,200 | $420K |
| Kaufman Rossin Wealth, LLC | 0.23% | New | 1,199 | $420K |
| Requisite Capital Management, LLC | 0.07% | New | 1,199 | $420K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.5% | 1,198 | $420K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -90.1% | 1,192 | $417K |
| Quadrant Capital Group LLC | 0.01% | Add +19.0% | 1,192 | $417K |
| Huntington National Bank | 0.00% | Add +11.1% | 1,188 | $416K |
| World Investment Advisors | 0.01% | Reduce -0.7% | 1,161 | $407K |
| Tidal Investments LLC | 0.00% | Reduce -33.8% | 1,149 | $402K |
| Horizon Investments, LLC | 0.01% | Reduce -40.8% | 1,137 | $398K |
| E&G Advisors, LLC | 0.09% | No change | 1,130 | $396K |
| Mufg Securities Americas Inc. | 0.03% | Add +19.9% | 1,131 | $396K |
| Lecap Asset Management Ltd. | 0.14% | Reduce -69.8% | 1,127 | $395K |
| SageView Advisory Group, LLC | 0.01% | Reduce -78.1% | 1,124 | $394K |
| Squarepoint Ops LLC | 0.00% | Reduce -85.3% | 1,119 | $392K |
| EntryPoint Capital, LLC | 0.15% | New | 1,107 | $388K |
| Wellington Shields & Co., LLC | 0.10% | No change | 1,100 | $385K |
| ASR Vermogensbeheer N.V. | 0.00% | Reduce -1.2% | 1,091 | $382K |
| Fox Run Management, L.L.C. | 0.06% | Reduce -59.5% | 1,090 | $382K |
| Tema ETFs LLC | 0.03% | New | 1,090 | $382K |
| Nomura Holdings Inc. | 0.00% | New | 1,083 | $379K |
| Bank of Stockton | 0.11% | No change | 1,080 | $378K |
| Chicago Partners Investment Group LLC | 0.01% | Add +74.2% | 1,235 | $377K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.5% | 1,062 | $372K |
| Legacy Private Trust Co. | 0.02% | New | 1,050 | $368K |
| Savvy Advisors, Inc. | 0.02% | New | 1,045 | $366K |
| Farther Finance Advisors, LLC | 0.01% | Add +27.3% | 1,039 | $364K |
| Quantitative Investment Management, LLC | 0.05% | New | 1,035 | $362K |
| Siemens Fonds Invest GmbH | 0.02% | Reduce -1.0% | 1,033 | $362K |
| Asahi Life Asset Management Co., LTD. | 0.20% | New | 1,030 | $361K |
| Kera Capital Partners, Inc. | 0.05% | New | 1,028 | $360K |
| Savant Capital, LLC | 0.00% | Reduce -9.4% | 1,017 | $356K |
| Groupama Asset Managment | 0.01% | Reduce -70.9% | 1,011 | $354K |
| STRS Ohio | 0.00% | Reduce -87.0% | 1,004 | $352K |
| Catalyst Funds Management Pty Ltd | 0.05% | New | 1,000 | $350K |
| Blair William & Co. | 0.00% | New | 994 | $348K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -4.5% | 992 | $346K |
| BayBridge Capital Group, LLC | 0.22% | Reduce -18.1% | 974 | $341K |
| Voleon Capital Management LP | 0.01% | New | 973 | $341K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -15.6% | 972 | $340K |
| Colonial Trust Co / SC | 0.05% | Add +0.1% | 965 | $338K |
| Callan Family Office, LLC | 0.01% | Add +1.6% | 937 | $328K |
| MBA Advisors LLC | 0.14% | Reduce -11.6% | 936 | $328K |
| QTR Family Wealth, LLC | 0.15% | New | 931 | $326K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -10.7% | 931 | $326K |
| Journey Strategic Wealth LLC | 0.01% | New | 931 | $326K |
| Fifth Third Bancorp | 0.00% | Reduce -9.2% | 929 | $325K |
| Blackhawk Capital Partners, LLC | 0.12% | Add +13.8% | 902 | $316K |
| PEAK6 LLC | 0.01% | New | 895 | $313K |
| Sit Investment Associates Inc. | 0.01% | No change | 886 | $310K |
| J. Team Financial, Inc. | 0.31% | — | 881 | $309K |
| United Capital Financial Advisors, LLC | 0.00% | Add +3.3% | 871 | $305K |
| Allworth Financial LP | 0.00% | Add +373.2% | 866 | $303K |
| Essex Financial Services, Inc. | 0.02% | New | 854 | $299K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.3% | 847 | $297K |
| Bayforest Capital Ltd | 0.14% | Reduce -55.9% | 840 | $294K |
| Advyzon Investment Management, LLC | 0.05% | No change | 838 | $293K |
| GenTrust, LLC | 0.01% | New | 834 | $292K |
| Greenleaf Trust | 0.00% | Reduce -40.1% | 827 | $290K |
| Marshall Wace, LLP | 0.00% | Add +18.0% | 826 | $289K |
| Ascent Group, LLC | 0.01% | New | 820 | $287K |
| Horizon Advisory Services, Inc. | 0.15% | Reduce -1.6% | 818 | $286K |
| Sowell Financial Services LLC | 0.01% | Reduce -12.7% | 810 | $284K |
| Parallel Advisors, LLC | 0.01% | Add +22.6% | 808 | $283K |
| MUFG Securities EMEA plc | 0.01% | Add +532.3% | 803 | $281K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -4.6% | 801 | $280K |
| Earned Wealth Advisors, LLC | 0.05% | New | 792 | $277K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 785 | $275K |
| Cibc World Market Inc. | 0.00% | Reduce -2.4% | 782 | $274K |
| Erste Asset Management GmbH | 0.00% | Reduce -56.0% | 765 | $264K |
| Lido Advisors, LLC | 0.00% | Add +26.5% | 750 | $263K |
| Van Eck Associates Corp. | 0.00% | Add +6.4% | 744 | $261K |
| Coldstream Capital Management Inc. | 0.00% | Add +10.0% | 735 | $257K |
| Renaissance Group LLC | 0.01% | Reduce -66.5% | 729 | $255K |
| Vident Advisory, LLC | 0.00% | Reduce -2.0% | 717 | $251K |
| Quent Capital, LLC | 0.02% | Add +9.5% | 714 | $250K |
| Prelude Capital Management, LLC | 0.02% | New | 710 | $249K |
| Rossby Financial, LCC | 0.08% | Reduce -3.3% | 698 | $247K |
| Vise Technologies, Inc. | 0.01% | Add +16.3% | 700 | $245K |
| Moors & Cabot, Inc. | 0.01% | Add +3.1% | 699 | $245K |
| Syon Capital LLC | 0.01% | New | 691 | $242K |
| Riversedge Advisors, LLC | 0.04% | New | 677 | $237K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.1% | 672 | $235K |
| Leonteq Securities AG | 0.01% | No change | 670 | $235K |
| Texas Yale Capital Corp. | 0.01% | Reduce -14.3% | 643 | $225K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -8.3% | 633 | $222K |
| Smithfield Trust Co | 0.01% | No change | 630 | $221K |
| Tred Avon Family Wealth, LLC | 0.08% | — | 628 | $220K |
| Patton Fund Management, Inc. | 0.04% | No change | 622 | $218K |
| Scotia Capital Inc. | 0.00% | Reduce -1.3% | 618 | $216K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -7.5% | 612 | $214K |
| Somerset Trust Co | 0.07% | Reduce -25.3% | 602 | $211K |
| DRW Securities, LLC | 0.01% | Reduce -10.5% | 589 | $206K |
| Bison Wealth, LLC | 0.02% | New | 655 | $205K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | New | 584 | $205K |
| Jones Financial Companies LLLP | 0.00% | Add +100.3% | 579 | $202K |
| Darwin Wealth Management, LLC | 0.06% | Add +6.2% | 568 | $199K |
| GAMMA Investing LLC | 0.01% | Add +36.8% | 558 | $195K |
| Blue Trust, Inc. | 0.00% | Add +4.3% | 557 | $195K |
| Bessemer Group Inc. | 0.00% | Add +26.2% | 549 | $193K |
| CX Institutional | 0.01% | Add +189.3% | 512 | $179K |
| Webster Bank, N. A. | 0.02% | No change | 500 | $175K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.9% | 496 | $174K |
| Mather Group, Llc. | 0.00% | New | 464 | $162K |
| Centaurus Financial, Inc. | 0.01% | Reduce -16.9% | 462 | $162K |
| Ostrum Asset Management | 0.01% | Reduce -91.4% | 437 | $153K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -2.8% | 416 | $146K |
| Globeflex Capital L P | 0.02% | New | 402 | $141K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 401 | $140K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 399 | $140K |
| CI Investments Inc. | 0.00% | Add +6.6% | 356 | $125K |
| Versant Capital Management, Inc | 0.02% | Reduce -15.6% | 330 | $116K |
| Ancora Advisors LLC | 0.00% | Reduce -55.2% | 325 | $114K |
| Grove Bank & Trust | 0.01% | Reduce -19.0% | 302 | $106K |
| IFP Advisors, Inc | 0.00% | Add +48.5% | 291 | $102K |
| CENTRAL TRUST Co | 0.00% | Reduce -39.4% | 282 | $99K |
| Private Trust Co. NA | 0.01% | Reduce -10.9% | 261 | $91K |
| Asset Dedication, LLC | 0.01% | No change | 250 | $88K |
| True Wealth Design, LLC | 0.03% | Add +1317.7% | 241 | $84K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +3.5% | 237 | $83K |
| First Financial Corp. | 0.03% | No change | 200 | $70K |
| Signaturefd, LLC | 0.00% | Reduce -15.7% | 188 | $66K |
| Measured Wealth Private Client Group, LLC | 0.02% | New | 163 | $57K |
| Key Financial Inc | 0.01% | No change | 159 | $56K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +1.3% | 153 | $54K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +86.4% | 151 | $53K |
| Walleye Capital LLC | 0.00% | Reduce -92.8% | 147 | $51K |
| Brown Brothers Harriman & Co. | 0.00% | Add +57.6% | 134 | $47K |
| WPG Advisers, LLC | 0.03% | Add +0.8% | 126 | $44K |
| Sentry Investment Management LLC | 0.03% | Reduce -7.2% | 116 | $42K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 117 | $41K |
| CYBER HORNET ETFs LLC | 0.03% | Add +0.9% | 115 | $40K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -38.8% | 115 | $40K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -17.8% | 111 | $39K |
| Montag A & Associates Inc. | 0.00% | No change | 110 | $39K |
| UMB Bank, n.a. | 0.00% | Add +81.4% | 107 | $37K |
| Thompson Investment Management, Inc. | 0.00% | No change | 104 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 92 | $32K |
| Sunbelt Securities, Inc. | 0.00% | Add +15.0% | 92 | $32K |
| Tsfg, LLC | 0.01% | No change | 90 | $32K |
| Eastern Bank | 0.00% | No change | 90 | $32K |
| Cromwell Holdings LLC | 0.02% | No change | 88 | $31K |
| Root Financial Partners, LLC | 0.00% | New | 85 | $30K |
| Principal Securities, Inc. | 0.00% | Reduce -51.4% | 85 | $30K |
| DT Investment Partners, LLC | 0.00% | No change | 82 | $29K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 80 | $28K |
| Toth Financial Advisory Corp. | 0.00% | No change | 80 | $28K |
| Heritage Wealth Advisors | 0.00% | No change | 80 | $28K |
| Global Retirement Partners, LLC | 0.00% | Reduce -14.9% | 80 | $28K |
| Chesapeake Asset Management LLC | 0.02% | No change | 76 | $27K |
| Smartleaf Asset Management LLC | 0.00% | Add +67.4% | 72 | $25K |
| Summit Securities Group LLC | 0.01% | Add +144.8% | 71 | $25K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 64 | $22K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -4.5% | 63 | $22K |
| Caldwell Trust Co | 0.00% | No change | 62 | $22K |
| Cornerstone Planning Group LLC | 0.00% | Add +3.2% | 65 | $20K |
| Piscataqua Savings Bank | 0.02% | No change | 56 | $20K |
| WealthCollab, LLC | 0.01% | Add +77.4% | 55 | $19K |
| Nova Wealth Management, Inc. | 0.01% | No change | 50 | $18K |
| Atlantic Union Bankshares Corp | 0.00% | New | 45 | $16K |
| Zions Bancorporation, National Association | 0.00% | Add +33.3% | 44 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $14K |
| Barrett & Company, Inc. | 0.00% | No change | 40 | $14K |
| Binnacle Investments Inc | 0.01% | Add +95.0% | 39 | $14K |
| Investors Research Corp | 0.00% | No change | 38 | $13K |
| Hemington Wealth Management | 0.00% | Add +2.6% | 39 | $13K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +24.1% | 36 | $13K |
| Covestor Ltd | 0.01% | Reduce -70.2% | 34 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -23.3% | 33 | $12K |
| Caitlin John, LLC | 0.01% | New | 32 | $11K |
| CVA Family Office, LLC | 0.00% | Reduce -34.0% | 31 | $11K |
| ORG Partners LLC | 0.00% | Add +63.2% | 31 | $11K |
| Rakuten Securities, Inc. | 0.00% | No change | 30 | $11K |
| Harbour Investments, Inc. | 0.00% | Add +3.5% | 30 | $11K |
| TD Private Client Wealth LLC | 0.00% | Add +25.0% | 30 | $11K |
| Rise Advisors, LLC | 0.00% | Reduce -3.6% | 27 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 27 | $9K |
| Fortitude Family Office, LLC | 0.00% | Reduce -7.1% | 26 | $9K |
| Private Wealth Management Group, LLC | 0.00% | Add +177.8% | 25 | $9K |
| Salomon & Ludwin, LLC | 0.00% | New | 23 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 23 | $8K |
| MV Capital Management, Inc. | 0.00% | Add +4.5% | 23 | $8K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -17.9% | 23 | $8K |
| GW&K Investment Management, LLC | 0.00% | Add +9.1% | 24 | $8K |
| FWL Investment Management, LLC | 0.00% | No change | 21 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.5% | 21 | $7K |
| Clearstead Trust, LLC | 0.00% | Reduce -70.6% | 20 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $7K |
| Sound Income Strategies, LLC | 0.00% | New | 18 | $6K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 15 | $5K |
| Wealthspire Advisors, LLC | 0.00% | New | 15 | $5K |
| Sachetta, LLC | 0.00% | Reduce -23.5% | 13 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 13 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $5K |
| Manchester Capital Management LLC | 0.00% | Add +140.0% | 12 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +300.0% | 12 | $4K |
| Abound Wealth Management | 0.00% | No change | 11 | $4K |
| Larson Financial Group LLC | 0.00% | Reduce -50.0% | 11 | $4K |
| Park Square Financial Group, LLC | 0.02% | Reduce -93.4% | 10 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 9 | $3K |
| Johnson Financial Group, Inc. | 0.00% | New | 9 | $3K |
| Howard Hughes Medical Institute | 0.00% | No change | 9 | $3K |
| Avion Wealth | 0.00% | Add +400.0% | 10 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -27.3% | 8 | $3K |
| Spire Wealth Management | 0.00% | Reduce -20.0% | 8 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -22.2% | 7 | $2K |
| HM Payson & Co. | 0.00% | No change | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +200.0% | 6 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 6 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 7 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Add +150.0% | 5 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 4 | $1K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 3 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +50.0% | 3 | $1K |
| North Capital, Inc. | 0.00% | Add +50.0% | 3 | $1K |
| Elevation Wealth Partners, LLC | 0.00% | New | 3 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 3 | $1K |
| Crewe Advisors LLC | 0.00% | Reduce -89.3% | 3 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 5 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 3 | $1K |
| Financial Consulate, Inc. | 0.00% | New | 2 | $701 |
| Wealth Watch Advisors, INC | 0.00% | New | 2 | $700 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $700 |
| Highline Wealth Partners LLC | 0.00% | No change | 1 | $360 |
| Seneschal Advisors, LLC | 0.00% | New | 1 | $351 |
| Redwood Park Advisors LLC | 0.00% | No change | 1 | $351 |
| Kilter Group LLC | 0.00% | New | 1 | $351 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $351 |
| SouthState Bank Corp | 0.00% | Reduce -66.7% | 1 | $351 |
| Avalon Trust Co | 0.00% | New | 1 | $351 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $351 |
| Aspect Partners, LLC | 0.00% | No change | 1 | $350 |
| Texas Capital Bancshares Inc | 0.00% | New | 1 | $350 |
| Bare Financial Services, Inc | 0.00% | New | 1 | $350 |
| Motco | 0.00% | No change | 1 | $350 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $350 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $329 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $254 |
| Y.D. More Investments Ltd | 0.00% | Reduce -17.1% | 34 | $36 |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.