Everest GroupEG
13F holders, Q4 2025 (December 31)685holders +8
69new positions
79sold out
10famous investors
$339.32avg. 13F price*
At the end of Q4 2025, 685 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, up 8 from Q3 2025. 69 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.1B) and State Street Corp. ($647.0M). 10 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Everest Group Ltd.
- Sector
- Finance
- CUSIP
- G3223R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $119.1M |
| Exits | 79 | $241.4M |
All 13F filers, Q3 2025 → Q4 2025: 2,912,202 shares bought and 3,940,750 shares sold, net −1,028,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 685 holders
| Vanguard Group Inc. | 0.03% | Reduce -2.4% | 5,370,898 | $1.8B |
| BlackRock, Inc. | 0.02% | Reduce -0.9% | 3,355,303 | $1.1B |
| State Street Corp. | 0.02% | Add +0.4% | 1,906,692 | $647.0M |
| Norges Bank | 0.07% | — | 1,857,307 | $630.3M |
| AQR Capital Management | 0.30% | Reduce -17.1% | 1,666,087 | $565.4M |
| Vulcan Value Partners, LLC | 9.24% | Add +6.5% | 1,509,740 | $512.3M |
| Wellington Management Group LLP | 0.07% | Reduce -2.1% | 1,212,077 | $411.3M |
| Geode Capital Management, LLC | 0.02% | Add +0.4% | 1,170,210 | $395.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.07% | Reduce -5.1% | 948,270 | $321.8M |
| Altrinsic Global Advisors LLC | 10.53% | Reduce -4.5% | 865,243 | $293.6M |
| Invesco Ltd. | 0.02% | Add +10.3% | 743,190 | $252.2M |
| Boston Partners | 0.26% | Add +1.7% | 741,524 | $251.6M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -1.0% | 645,475 | $219.0M |
| Alliancebernstein L.P. | 0.07% | Add +119.5% | 640,752 | $217.4M |
| William Blair Investment Management, LLC | 0.55% | Reduce -10.3% | 584,301 | $198.3M |
| Balyasny Asset Management L.P. | 0.33% | Add +181.2% | 498,697 | $169.2M |
| Donald Smith & Co., Inc. | 2.77% | Add +11.3% | 435,696 | $147.9M |
| Victory Capital Management Inc. | 0.08% | Add +31.9% | 431,177 | $146.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -9.2% | 429,392 | $145.7M |
| Morgan Stanley | 0.01% | Reduce -3.3% | 425,241 | $144.3M |
| Polar Capital Holdings Plc | 0.63% | Reduce -1.7% | 403,500 | $136.9M |
| Northern Trust Corp. | 0.02% | Reduce -2.4% | 402,549 | $136.6M |
| LSV Asset Management | 0.29% | Reduce -0.6% | 385,330 | $130.8M |
| Fuller & Thaler Asset Management, Inc. | 0.40% | Add +622.8% | 346,305 | $117.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.5% | 345,142 | $117.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +0.1% | 310,976 | $105.5M |
| Assetmark, Inc. | 0.19% | Reduce -33.8% | 280,308 | $95.1M |
| Legal & General Group Plc | 0.02% | Reduce -5.6% | 267,138 | $90.7M |
| Earnest Partners LLC | 0.38% | Add +10.6% | 263,541 | $89.4M |
| Causeway Capital Management LLC | 1.11% | Add +35.8% | 238,558 | $81.0M |
| Talaria Asset Management Pty Ltd | 14.60% | Add +22.3% | 224,500 | $76.2M |
| Jacobs Levy Equity Management, Inc. | 0.29% | Add +37.3% | 222,499 | $75.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.2% | 217,271 | $73.7M |
| Bank of America Corp. | 0.01% | Add +1.7% | 216,625 | $73.5M |
| Nuveen, LLC | 0.02% | Add +13.5% | 212,925 | $72.3M |
| UBS Group AG | 0.01% | Reduce -8.1% | 200,374 | $68.0M |
| AustralianSuper Pty Ltd | 0.30% | Add +48.0% | 192,436 | $65.3M |
| Deutsche Bank AG | 0.02% | Reduce -20.0% | 164,875 | $56.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.22% | Add +36.8% | 161,621 | $54.8M |
| Barclays PLC | 0.02% | Reduce -5.3% | 151,674 | $51.5M |
| Citadel Advisors | 0.04% | Add +541.0% | 150,247 | $51.0M |
| Franklin Resources Inc. | 0.01% | Reduce -25.6% | 149,804 | $50.8M |
| Millennium Management | 0.04% | Add +167.0% | 147,987 | $50.2M |
| Janus Henderson Group PLC | 0.02% | Add +5.2% | 146,398 | $49.7M |
| Sterling Capital Management LLC | 0.79% | Reduce -39.9% | 143,150 | $48.6M |
| BNP Paribas Financial Markets | 0.03% | Add +32.1% | 132,721 | $45.0M |
| Voloridge Investment Management, LLC | 0.16% | Add +56.3% | 132,648 | $45.0M |
| General American Investors Co. Inc. | 2.73% | Reduce -10.5% | 129,196 | $43.8M |
| Amundi | 0.01% | Reduce -26.5% | 127,244 | $43.2M |
| Deprince Race & Zollo Inc. | 0.79% | Add +31.7% | 121,630 | $41.3M |
| Davis Selected Advisers | 0.18% | Add +199.3% | 118,017 | $40.0M |
| Systematic Financial Management LP | 0.93% | Reduce -0.2% | 116,148 | $39.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.0% | 115,447 | $39.2M |
| Swiss National Bank | 0.02% | Reduce -6.3% | 114,920 | $39.0M |
| Perpetual Ltd | 0.56% | Add +4.1% | 113,986 | $38.7M |
| Sei Investments Co. | 0.04% | Reduce -45.7% | 113,269 | $38.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -30.4% | 106,693 | $36.2M |
| California Public Employees Retirement System | 0.02% | Reduce -18.9% | 106,655 | $36.2M |
| FMR LLC | 0.00% | Reduce -25.8% | 104,615 | $35.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -7.2% | 95,571 | $32.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -6.7% | 95,016 | $32.2M |
| Jane Street Group, LLC | 0.04% | Add +539.2% | 93,990 | $31.9M |
| South Dakota Investment Council | 0.61% | Add +0.3% | 93,761 | $31.8M |
| Point72 Asset Management | 0.05% | New | 92,830 | $31.5M |
| Korea Investment CORP | 0.06% | Reduce -4.1% | 89,489 | $30.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -0.1% | 87,167 | $29.2M |
| Storebrand Asset Management As | 0.08% | Reduce -8.8% | 84,437 | $28.7M |
| Rhumbline Advisers | 0.02% | Reduce -2.7% | 82,581 | $28.0M |
| Bank of Montreal | 0.01% | Reduce -68.6% | 80,723 | $27.4M |
| HSBC Holdings PLC | 0.01% | Add +99.1% | 74,073 | $25.3M |
| Artisan Partners Limited Partnership | 0.04% | Add +0.9% | 73,795 | $25.0M |
| Cwm, LLC | 0.07% | Reduce -17.9% | 72,592 | $24.6M |
| Bridgewater Associates | 0.09% | Reduce -36.4% | 72,083 | $24.5M |
| Two Sigma Investments, LP | 0.04% | Reduce -12.9% | 71,733 | $24.3M |
| Truist Financial Corp. | 0.03% | Reduce -28.1% | 71,109 | $24.1M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -51.5% | 70,974 | $24.1M |
| Algebris (uk) Ltd. | 1.88% | New | 69,099 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.0% | 68,178 | $23.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -64.5% | 67,286 | $22.8M |
| Lazard Asset Management LLC | 0.04% | Add +14.9% | 67,137 | $22.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +4.9% | 64,895 | $22.0M |
| California State Teachers Retirement System | 0.02% | Add +20.0% | 63,562 | $21.6M |
| FIL Ltd | 0.02% | Add +9.8% | 63,328 | $21.5M |
| Mirabella Financial Services LLP | 2.17% | Reduce -2.5% | 62,448 | $21.2M |
| TCTC Holdings, LLC | 0.62% | Reduce -0.0% | 61,080 | $20.7M |
| Ieq Capital, LLC | 0.06% | Reduce -34.3% | 60,495 | $20.5M |
| First Trust Advisors LP | 0.01% | Reduce -82.5% | 59,994 | $20.4M |
| Danske Bank A/S | 0.05% | Reduce -41.2% | 59,672 | $20.2M |
| New York State Common Retirement Fund | 0.03% | Add +12.7% | 59,312 | $20.1M |
| Martingale Asset Management L P | 0.49% | Reduce -1.8% | 57,188 | $19.4M |
| Arnhold LLC | 1.45% | No change | 56,338 | $19.1M |
| Nuance Investments, LLC | 2.09% | Add +67.1% | 55,966 | $19.0M |
| Bank of Nova Scotia | 0.03% | Reduce -16.7% | 52,411 | $17.8M |
| Grace & White Inc. | 2.94% | Add +1.6% | 47,998 | $16.3M |
| Renaissance Technologies | 0.02% | Reduce -65.4% | 46,980 | $15.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +5.0% | 46,128 | $15.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.1% | 46,264 | $15.7M |
| TD Asset Management Inc | 0.01% | Reduce -1.1% | 45,387 | $15.4M |
| Te Ahumairangi Investment Management Ltd | 2.75% | Reduce -5.6% | 45,260 | $15.4M |
| GMO | 0.04% | Add +46.0% | 45,091 | $15.3M |
| Equitable Trust Co. | 0.68% | Add +1.9% | 44,887 | $15.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -14.0% | 44,215 | $15.0M |
| Citigroup Inc. | 0.01% | Reduce -5.6% | 44,208 | $15.0M |
| National Pension Service | 0.01% | Add +13.2% | 44,113 | $15.0M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.53% | — | 43,556 | $14.8M |
| Royal Bank of Canada | 0.00% | Reduce -58.0% | 42,753 | $14.5M |
| Cerity Partners LLC | 0.02% | Reduce -4.3% | 41,885 | $14.2M |
| HRT Financial LP | 0.04% | Reduce -37.5% | 41,884 | $14.2M |
| Prana Capital Management, LP | 0.50% | Add +118.7% | 40,305 | $13.7M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 34,044 | $13.6M |
| M&G PLC | 0.07% | Add +4.7% | 39,826 | $13.5M |
| Royal London Asset Management Ltd. | 0.03% | Add +2.2% | 39,699 | $13.5M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.0% | 39,647 | $13.5M |
| D. E. Shaw & Co. | 0.01% | Add +45.8% | 39,455 | $13.4M |
| Empowered Funds, LLC | 0.22% | Add +21.2% | 38,640 | $13.1M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +47.5% | 37,881 | $12.9M |
| Frontier Capital Management Co. LLC | 0.14% | Reduce -0.8% | 37,804 | $12.8M |
| Swedbank AB | 0.01% | No change | 37,025 | $12.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -20.1% | 36,702 | $12.5M |
| Aviva PLC | 0.02% | Add +5.6% | 35,658 | $12.1M |
| Dupree Financial Group, LLC | 4.36% | Add +19.9% | 35,226 | $12.0M |
| LMCG Investments, LLC | 0.68% | Add +8.7% | 34,843 | $11.8M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | No change | 34,631 | $11.8M |
| Aberdeen Group plc | 0.02% | Reduce -1.2% | 34,566 | $11.7M |
| Quantinno Capital Management LP | 0.02% | Add +11.0% | 34,337 | $11.7M |
| SG Americas Securities, LLC | 0.02% | Add +598.3% | 34,112 | $11.6M |
| Quantbot Technologies LP | 0.37% | New | 33,202 | $11.3M |
| State of Wisconsin Investment Board | 0.03% | Add +15.8% | 33,043 | $11.2M |
| Pathstone Holdings, LLC | 0.04% | Reduce -28.4% | 32,305 | $11.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -26.4% | 31,661 | $10.8M |
| Toronto Dominion Bank | 0.02% | Reduce -1.4% | 31,391 | $10.7M |
| KLP Kapitalforvaltning As | 0.04% | Reduce -35.0% | 31,181 | $10.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +3.4% | 30,659 | $10.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.0% | 30,095 | $10.2M |
| American Century Companies Inc. | 0.01% | Reduce -33.3% | 29,397 | $10.0M |
| NFC Investments, LLC | 2.80% | Reduce -0.4% | 29,202 | $9.9M |
| Mediolanum International Funds Ltd | 0.10% | Add +29.1% | 28,451 | $9.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -58.1% | 28,301 | $9.6M |
| Allianz Asset Management GmbH | 0.01% | Reduce -1.5% | 28,181 | $9.6M |
| Clough Capital Partners L P | 0.85% | Reduce -30.8% | 27,865 | $9.5M |
| Waverly Advisors, LLC | 0.08% | Reduce -6.6% | 27,616 | $9.4M |
| Mariner, LLC | 0.01% | Add +26.3% | 27,258 | $9.3M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 26,943 | $9.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +208.4% | 25,414 | $8.6M |
| Heartland Advisors Inc. | 0.46% | Add +22.9% | 25,299 | $8.6M |
| Glenmede Trust Co. NA | 0.04% | — | 25,273 | $8.6M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -2.6% | 25,073 | $8.5M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.2% | 24,710 | $8.4M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +62.4% | 24,408 | $8.3M |
| XTX Topco Ltd | 0.21% | New | 24,075 | $8.2M |
| Man Group plc | 0.02% | Add +237.9% | 24,048 | $8.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +5.8% | 24,005 | $8.1M |
| Susquehanna Fundamental Investments, LLC | 0.27% | New | 23,475 | $8.0M |
| National Bank of Canada | 0.01% | Reduce -11.3% | 23,216 | $7.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -2.5% | 21,541 | $7.3M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.6% | 21,282 | $7.2M |
| Clear Harbor Asset Management, LLC | 0.49% | Add +18.4% | 21,239 | $7.2M |
| Daiwa Securities Group Inc. | 0.02% | Add +7.0% | 20,654 | $7.0M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -87.7% | 19,809 | $6.7M |
| Edgestream Partners, L.P. | 0.19% | Reduce -25.6% | 19,502 | $6.6M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -38.0% | 19,379 | $6.6M |
| LPL Financial LLC | 0.00% | Reduce -4.6% | 19,203 | $6.5M |
| Corient Private Wealth LP | 0.01% | Reduce -7.1% | 18,629 | $6.3M |
| APG Asset Management N.V. | 0.02% | Reduce -10.7% | 21,340 | $6.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.1% | 18,111 | $6.1M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Reduce -5.5% | 17,642 | $6.0M |
| Asset Management One Co., Ltd. | 0.02% | Add +0.4% | 17,487 | $5.9M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -8.0% | 17,376 | $5.9M |
| Continuum Advisory, LLC | 0.57% | Add +13.0% | 16,679 | $5.7M |
| State of Tennessee, Department of Treasury | 0.02% | Add +27.8% | 16,824 | $5.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -5.6% | 16,235 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -24.1% | 16,191 | $5.5M |
| Mn Services Vermogensbeheer B.V. | 0.03% | Add +2.1% | 16,132 | $5.5M |
| Vestcor Inc | 0.16% | No change | 16,126 | $5.5M |
| Federated Hermes, Inc. | 0.01% | Add +1.3% | 15,870 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.9% | 15,723 | $5.3M |
| Canada Pension Plan Investment Board | 0.00% | Add +34.9% | 15,682 | $5.3M |
| Employees Retirement System of Texas | 0.05% | Reduce -44.0% | 15,547 | $5.3M |
| Northwest & Ethical Investments L.P. | 0.12% | Add +2.1% | 15,424 | $5.2M |
| Qsemble Capital Management, LP | 0.43% | Add +944.6% | 15,387 | $5.2M |
| Capitolis Liquid Global Markets LLC | 0.03% | New | 15,000 | $5.1M |
| New Age Alpha Advisors, LLC | 0.22% | Reduce -11.6% | 14,805 | $5.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +0.7% | 14,467 | $4.9M |
| DAVENPORT & Co LLC | 0.03% | Reduce -26.3% | 14,296 | $4.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Add +59.9% | 14,207 | $4.8M |
| Creative Planning | 0.00% | Reduce -17.1% | 14,128 | $4.8M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 13,085 | $4.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +2.7% | 12,952 | $4.4M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -11.0% | 12,879 | $4.4M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -8.3% | 12,810 | $4.3M |
| LBP Am SA | 0.05% | Add +385.7% | 12,794 | $4.3M |
| Captrust Financial Advisors | 0.01% | Add +6.2% | 12,684 | $4.3M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -4.3% | 12,677 | $4.3M |
| Gotham Asset Management | 0.02% | Add +17.3% | 12,634 | $4.3M |
| State of Michigan Retirement System | 0.02% | No change | 12,411 | $4.2M |
| Verition Fund Management LLC | 0.02% | Add +676.0% | 12,408 | $4.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Add +5.2% | 12,338 | $4.2M |
| Freestone Grove Partners LP | 0.03% | New | 12,294 | $4.2M |
| Wells Fargo & Company | 0.00% | Reduce -21.3% | 12,169 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -20.0% | 12,156 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -41.3% | 12,381 | $4.1M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -0.2% | 11,907 | $4.0M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -0.3% | 11,545 | $3.9M |
| Arizona State Retirement System | 0.02% | Reduce -8.9% | 11,474 | $3.9M |
| IFM Investors Pty Ltd | 0.03% | No change | 11,290 | $3.8M |
| Weiss Asset Management LP | 0.07% | New | 11,220 | $3.8M |
| Natixis Advisors, LLC | 0.01% | Reduce -50.6% | 11,125 | $3.8M |
| Czech National Bank | 0.02% | Add +3.9% | 11,068 | $3.8M |
| Public Sector Pension Investment Board | 0.01% | Add +18.0% | 10,678 | $3.6M |
| Bessemer Group Inc. | 0.01% | Add +1787.3% | 10,361 | $3.5M |
| Natixis | 0.01% | Reduce -79.8% | 10,268 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.4% | 9,954 | $3.4M |
| CIBC Asset Management Inc | 0.01% | Add +66.3% | 9,919 | $3.4M |
| US Bancorp \de | 0.00% | Add +20.7% | 9,787 | $3.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.1% | 9,764 | $3.3M |
| Agf Management Ltd. | 0.01% | Add +4.1% | 9,690 | $3.3M |
| MAI Capital Management | 0.02% | Add +17.2% | 9,631 | $3.3M |
| Gator Capital Management, LLC | 0.67% | New | 9,581 | $3.3M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -49.0% | 9,574 | $3.2M |
| Squarepoint Ops LLC | 0.01% | Add +754.2% | 9,559 | $3.2M |
| Intech Investment Management LLC | 0.03% | Reduce -47.4% | 9,552 | $3.2M |
| JB Capital LLC | 0.13% | Reduce -1.8% | 9,452 | $3.2M |
| Voya Investment Management LLC | 0.00% | Reduce -2.0% | 9,320 | $3.2M |
| Xponance LLC | 0.02% | Add +3.6% | 9,194 | $3.1M |
| Forsta Ap-Fonden | 0.02% | Add +12.3% | 9,100 | $3.1M |
| ProShare Advisors LLC | 0.01% | No change | 9,008 | $3.1M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.2% | 8,930 | $3.0M |
| Engineers Gate Manager LP | 0.04% | Add +633.6% | 8,818 | $3.0M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -15.6% | 8,450 | $2.9M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +20.1% | 8,293 | $2.8M |
| Anchor Capital Advisors LLC | 0.08% | Add +8.3% | 8,105 | $2.8M |
| Amalgamated Bank | 0.02% | Reduce -0.4% | 8,098 | $2.7M |
| Investment Management Corp of Ontario | 0.04% | Reduce -41.3% | 8,084 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Add +24.3% | 8,052 | $2.7M |
| Fca Corp. | 0.77% | Reduce -9.0% | 8,036 | $2.7M |
| Focus Partners Wealth | 0.00% | Reduce -13.5% | 8,021 | $2.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -20.1% | 7,979 | $2.7M |
| Swiss Life Asset Management Ltd | 0.01% | Add +2.4% | 7,833 | $2.7M |
| California First Leasing Corp. | 0.85% | No change | 7,740 | $2.6M |
| DNB Asset Management AS | 0.01% | Reduce -3.9% | 7,740 | $2.6M |
| Candriam S.C.A. | 0.01% | Add +105.2% | 7,697 | $2.6M |
| Gilman Hill Asset Management, LLC | 0.40% | Add +0.1% | 7,544 | $2.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +21.6% | 7,433 | $2.5M |
| Manning & Napier Advisors LLC | 0.03% | Add +2.8% | 7,357 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +18.7% | 6,972 | $2.4M |
| Utah Retirement Systems | 0.02% | No change | 6,931 | $2.4M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -4.1% | 6,645 | $2.3M |
| New Vernon Investment Management LLC | 2.17% | No change | 6,568 | $2.2M |
| Ethic Inc. | 0.03% | Add +5.0% | 6,448 | $2.2M |
| USS Investment Management Ltd | 0.01% | Add +1.9% | 6,368 | $2.2M |
| Summit Global Investments | 0.13% | Reduce -22.4% | 6,348 | $2.2M |
| Sepio Capital, LP | 0.12% | Add +39.2% | 6,299 | $2.1M |
| Tudor Investment Corporation | 0.01% | Add +18.8% | 6,288 | $2.1M |
| Panagora Asset Management Inc. | 0.01% | Reduce -78.2% | 6,190 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.0% | 6,018 | $2.0M |
| Cibc World Markets Corp. | 0.01% | — | 5,838 | $2.0M |
| Tredje AP-fonden | 0.01% | Reduce -51.5% | 5,758 | $2.0M |
| KBC Group NV | 0.00% | Add +106.4% | 5,673 | $1.9M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.7% | 5,518 | $1.9M |
| Meridian Investment Counsel Inc. | 0.43% | Add +16.1% | 5,305 | $1.8M |
| Los Angeles Capital Management LLC | 0.01% | Add +0.8% | 5,737 | $1.8M |
| Lecap Asset Management Ltd. | 0.70% | Add +359.8% | 5,182 | $1.8M |
| Nordea Investment Management AB | 0.00% | Add +32.0% | 5,116 | $1.7M |
| Trust Co. of Toledo NA | 0.17% | No change | 5,146 | $1.7M |
| Board of the Pension Protection Fund | 1.65% | Add +293.9% | 5,120 | $1.7M |
| Harbor Advisors LLC | 0.25% | No change | 5,000 | $1.7M |
| RBF Capital, LLC | 0.08% | No change | 5,000 | $1.7M |
| Regions Financial Corp. | 0.01% | Reduce -29.8% | 4,940 | $1.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +4.5% | 4,849 | $1.6M |
| Palouse Capital Management, Inc. | 1.07% | Reduce -14.0% | 4,835 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.6% | 4,796 | $1.6M |
| Two Sigma Securities, LLC | 0.21% | New | 4,560 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.3% | 4,806 | $1.5M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -0.9% | 4,507 | $1.5M |
| Exchange Traded Concepts, LLC | 0.01% | Add +20.4% | 4,480 | $1.5M |
| Alberta Investment Management Corp | 0.01% | New | 4,400 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Reduce -7.8% | 4,377 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.5% | 4,350 | $1.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -65.8% | 4,330 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -27.4% | 4,321 | $1.5M |
| Holocene Advisors, LP | 0.00% | Add +149.5% | 4,301 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -4.9% | 4,251 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -14.0% | 4,190 | $1.4M |
| SageView Advisory Group, LLC | 0.05% | Add +274.6% | 4,211 | $1.4M |
| First Manhattan Co. Llc. | 0.00% | No change | 4,200 | $1.4M |
| Handelsbanken Fonder AB | 0.00% | Add +2.2% | 4,168 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -2.9% | 4,164 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 4,099 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 4,093 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Reduce -28.4% | 4,065 | $1.4M |
| Twin Capital Management Inc. | 0.16% | Reduce -0.3% | 3,914 | $1.3M |
| Uncommon Cents Investing LLC | 0.32% | Add +0.5% | 3,877 | $1.3M |
| WINTON GROUP Ltd | 0.05% | New | 3,870 | $1.3M |
| Poehling Capital Management, INC. | 0.27% | Add +12.6% | 3,865 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -41.6% | 3,751 | $1.3M |
| CSS LLC | 0.21% | Add +20.6% | 3,740 | $1.3M |
| Aviance Capital Partners, LLC | 0.15% | Add +7.3% | 3,734 | $1.3M |
| Delphi Management Inc. | 1.23% | Add +7.6% | 3,729 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -37.9% | 3,623 | $1.2M |
| Callan Family Office, LLC | 0.03% | Add +283.6% | 3,594 | $1.2M |
| Reflection Asset Management | 0.86% | — | 3,561 | $1.2M |
| Gateway Investment Advisers LLC | 0.01% | New | 3,525 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +1.3% | 3,451 | $1.2M |
| Hartford Investment Management Co. | 0.03% | No change | 3,441 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.2% | 3,400 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,298 | $1.1M |
| Entropy Technologies, LP | 0.06% | New | 3,281 | $1.1M |
| Impact Partnership Wealth, LLC | 0.14% | New | 3,229 | $1.1M |
| Nomura Asset Management International Inc. | 0.00% | — | 3,200 | $1.1M |
| Icon Advisers Inc. | 0.24% | No change | 3,200 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -35.9% | 3,190 | $1.1M |
| Sompo Asset Management Co., Ltd. | 0.18% | New | 3,177 | $1.1M |
| Pallas Capital Advisors LLC | 0.04% | Reduce -46.1% | 3,169 | $1.1M |
| Foster & Motley Inc. | 0.06% | Reduce -13.6% | 3,056 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -57.8% | 3,018 | $1.0M |
| Allstate Corp. | 0.01% | Add +134.4% | 3,001 | $1.0M |
| Sculati Wealth Management, LLC | 0.36% | Reduce -6.3% | 2,989 | $1.0M |
| Credit Agricole S A | 0.00% | Reduce -28.0% | 2,980 | $1.0M |
| Fideuram Asset Management (Ireland) dac | 0.08% | — | 3,064 | $1.0M |
| Kempner Capital Management Inc. | 0.94% | Reduce -9.2% | 3,040 | $999K |
| Schroder Investment Management Group | 0.00% | Reduce -83.0% | 2,869 | $979K |
| Mizuho Securities USA LLC | 0.02% | Add +0.1% | 3,057 | $961K |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -26.0% | 2,749 | $933K |
| LS Investment Advisors, LLC | 0.13% | Reduce -2.3% | 2,718 | $922K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 2,668 | $905K |
| Independent Advisor Alliance | 0.02% | Add +26.4% | 2,664 | $904K |
| Norinchukin Bank, The | 0.01% | Add +6.8% | 2,635 | $894K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 2,595 | $881K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +419.1% | 2,575 | $874K |
| Commerce Bank | 0.00% | Add +0.5% | 2,563 | $870K |
| Cookson Peirce & Co. Inc. | 0.04% | Reduce -10.0% | 2,515 | $853K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -82.6% | 2,433 | $826K |
| HB Wealth Management, LLC | 0.01% | Reduce -15.3% | 2,400 | $814K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.5% | 2,383 | $809K |
| Krilogy Financial LLC | 0.03% | Reduce -45.5% | 2,469 | $808K |
| Lifeworks Advisors, LLC | 0.10% | Add +5.0% | 2,374 | $806K |
| Daymark Wealth Partners, LLC | 0.03% | Add +3.7% | 2,346 | $796K |
| Neuberger Berman Group LLC | 0.00% | Reduce -25.6% | 2,319 | $787K |
| MML Investors Services, LLC | 0.00% | Reduce -3.8% | 2,316 | $786K |
| SummitTX Capital, L.P. | 0.02% | Reduce -13.7% | 2,271 | $771K |
| Sacks & Associates, LLC | 0.56% | — | 2,266 | $769K |
| Ipswich Investment Management Co., Inc. | 0.18% | Reduce -4.3% | 2,250 | $764K |
| Croban | 0.37% | Reduce -5.0% | 2,246 | $762K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 2,229 | $756K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -2.9% | 2,217 | $752K |
| Polymer Capital Management (US) LLC | 0.10% | New | 2,182 | $740K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 2,166 | $735K |
| Westpac Banking Corp. | 0.05% | No change | 2,161 | $733K |
| Aigen Investment Management, LP | 0.17% | New | 2,153 | $731K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -26.6% | 2,152 | $730K |
| Fox Run Management, L.L.C. | 0.11% | Add +96.5% | 2,142 | $727K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 2,138 | $726K |
| Strategic Investment Advisors / MI | 0.06% | Reduce -60.1% | 2,139 | $726K |
| Citadel Investment Advisory, Inc. | 0.31% | No change | 2,127 | $722K |
| Capital Insight Partners, LLC | 0.15% | Add +1.6% | 2,158 | $722K |
| Ameritas Advisory Services, LLC | 0.03% | New | 2,117 | $718K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -11.4% | 2,106 | $715K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.5% | 2,100 | $713K |
| Point Nemo Capital, LLC | 0.69% | — | 2,049 | $695K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -2.4% | 2,033 | $690K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,011 | $682K |
| Dakota Wealth Management | 0.01% | Reduce -4.1% | 2,003 | $680K |
| New Mexico Educational Retirement Board | 0.02% | Add +5.3% | 2,000 | $679K |
| ING Groep NV | 0.00% | Reduce -1.3% | 1,938 | $658K |
| J.M. Arbour, LLC | 0.66% | — | 1,935 | $657K |
| Chesley Taft & Associates LLC | 0.03% | Add +8.6% | 1,924 | $653K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.7% | 1,916 | $650K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -25.4% | 1,903 | $646K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -1.6% | 1,868 | $634K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -1.9% | 1,814 | $616K |
| Curi Capital, LLC | 0.01% | New | 1,811 | $615K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -8.6% | 1,830 | $612K |
| M&T Bank Corp | 0.00% | Reduce -6.4% | 1,775 | $603K |
| &partners | 0.00% | Reduce -22.9% | 1,791 | $600K |
| Praxis Investment Management Inc. | 0.03% | No change | 1,734 | $588K |
| MUFG Securities EMEA plc | 0.01% | Add +114.3% | 1,721 | $584K |
| Elevated Capital Advisors, LLC | 0.14% | Reduce -10.3% | 1,718 | $583K |
| Prudential PLC | 0.00% | No change | 1,718 | $583K |
| Unison Advisors LLC | 0.05% | Add +0.5% | 1,700 | $577K |
| NEOS Investment Management LLC | 0.00% | No change | 1,688 | $573K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +2.1% | 1,682 | $571K |
| Osmosis Investment Management UK Ltd | 0.01% | — | 1,669 | $566K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.7% | 1,663 | $564K |
| DRW Securities, LLC | 0.04% | Add +179.6% | 1,647 | $559K |
| Baader Bank Aktiengesellschaft | 0.04% | New | 1,596 | $541K |
| Benjamin Edwards Inc. | 0.01% | New | 1,593 | $541K |
| Assenagon Asset Management S.A. | 0.00% | Add +7.4% | 1,576 | $535K |
| Farther Finance Advisors, LLC | 0.01% | Add +51.2% | 1,571 | $533K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +3.0% | 1,564 | $531K |
| TFB Advisors LLC | 0.15% | Reduce -17.2% | 1,555 | $528K |
| Curat Global, LLC | 0.59% | No change | 1,554 | $527K |
| Old National Bancorp | 0.01% | Reduce -23.1% | 1,550 | $526K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +45.4% | 1,544 | $524K |
| Aull & Monroe Investment Management Corp | 0.26% | No change | 1,500 | $509K |
| Abn Amro Investment Solutions | 0.01% | New | 1,500 | $509K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +12.6% | 1,498 | $508K |
| Henshaw Capital LLC | 0.02% | New | 1,468 | $498K |
| North Dakota State Investment Board | 0.02% | — | 1,445 | $490K |
| Ingalls & Snyder LLC | 0.02% | Reduce -48.7% | 1,422 | $483K |
| Gsa Capital Partners LLP | 0.04% | New | 1,400 | $475K |
| Teacher Retirement System of Texas | 0.00% | Reduce -75.0% | 1,397 | $474K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.5% | 1,381 | $469K |
| Atria Investments, Inc | 0.01% | Add +0.5% | 1,349 | $458K |
| Trail Ridge Investment Advisors, LLC | 0.20% | Add +8.8% | 1,345 | $456K |
| Argent Trust Co | 0.02% | No change | 1,339 | $454K |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.6% | 1,338 | $454K |
| Greenwood Capital Associates LLC | 0.05% | Reduce -7.6% | 1,331 | $452K |
| Metis Global Partners, LLC | 0.01% | Reduce -7.1% | 1,331 | $452K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.8% | 1,323 | $449K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.1% | 1,320 | $448K |
| Rowlandmiller & Partners.adv | 0.09% | Reduce -0.4% | 1,310 | $445K |
| SG Trading Solutions, LLC | 0.10% | — | 1,305 | $443K |
| Rothschild Investment LLC | 0.02% | Reduce -5.1% | 1,302 | $442K |
| PAX Financial Group, LLC | 0.08% | Reduce -12.2% | 1,301 | $441K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +5.1% | 1,292 | $438K |
| Huntington National Bank | 0.00% | Add +6.2% | 1,262 | $428K |
| Nomura Holdings Inc. | 0.00% | Add +16.0% | 1,256 | $426K |
| Van Den Berg Management I, Inc. | 0.10% | Reduce -76.7% | 1,240 | $421K |
| MeadowBrook Investment Advisors LLC | 0.36% | Reduce -2.4% | 1,236 | $419K |
| Fifth Third Bancorp | 0.00% | Add +32.9% | 1,235 | $419K |
| Hancock Whitney Corp. | 0.01% | Reduce -10.7% | 1,231 | $418K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 1,227 | $416K |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 1,225 | $416K |
| Vontobel Holding Ltd. | 0.00% | Reduce -6.0% | 1,180 | $400K |
| Walleye Trading LLC | 0.01% | New | 1,154 | $392K |
| Securian Asset Management, Inc. | 0.01% | Reduce -42.0% | 1,152 | $391K |
| Mufg Securities Americas Inc. | 0.02% | No change | 1,131 | $384K |
| Clearstead Advisors, LLC | 0.00% | Reduce -31.7% | 1,126 | $382K |
| Meeder Advisory Services, Inc. | 0.02% | New | 1,120 | $380K |
| waypoint wealth counsel | 0.14% | Reduce -26.3% | 1,116 | $379K |
| Ossiam | 0.01% | Reduce -43.0% | 1,114 | $378K |
| EntryPoint Capital, LLC | 0.15% | No change | 1,107 | $376K |
| Parcion Private Wealth LLC | 0.02% | Reduce -23.8% | 1,104 | $375K |
| E&G Advisors, LLC | 0.08% | Reduce -2.6% | 1,100 | $375K |
| Wellington Shields & Co., LLC | 0.09% | No change | 1,100 | $373K |
| Bank of Stockton | 0.10% | No change | 1,080 | $366K |
| ASR Vermogensbeheer N.V. | 0.00% | Reduce -1.1% | 1,079 | $366K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -42.5% | 1,079 | $366K |
| AlphaGrep UK Ltd | 0.12% | — | 1,078 | $366K |
| Siemens Fonds Invest GmbH | 0.02% | Add +3.3% | 1,067 | $364K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -46.0% | 1,064 | $361K |
| Horizon Investments, LLC | 0.00% | Reduce -6.7% | 1,061 | $360K |
| Legacy Private Trust Co. | 0.02% | No change | 1,050 | $356K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -40.8% | 1,039 | $353K |
| Worthington Financial Partners, LLC | 0.31% | — | 1,036 | $352K |
| Asahi Life Asset Management Co., LTD. | 0.19% | Reduce -1.0% | 1,020 | $346K |
| BayBridge Capital Group, LLC | 0.21% | Add +4.4% | 1,017 | $345K |
| Evolve Private Wealth, LLC | 0.02% | — | 1,014 | $344K |
| Diversified Trust Co. | 0.01% | Reduce -69.7% | 1,011 | $343K |
| STRS Ohio | 0.00% | Reduce -1.0% | 994 | $337K |
| Marshall Wace, LLP | 0.00% | Add +19.4% | 986 | $335K |
| Stoneridge Investment Partners LLC | 0.23% | New | 978 | $332K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -0.6% | 966 | $328K |
| Numerai GP LLC | 0.04% | Reduce -74.9% | 951 | $323K |
| Retirement Planning Co of New England, Inc. | 0.13% | New | 947 | $321K |
| Choreo, LLC | 0.00% | New | 930 | $317K |
| V-Square Quantitative Management LLC | 0.03% | New | 931 | $316K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 924 | $314K |
| Van Eck Associates Corp. | 0.00% | Add +23.7% | 920 | $312K |
| Groupama Asset Managment | 0.00% | Reduce -9.4% | 916 | $311K |
| Atlas Capital Advisors Inc. | 0.03% | — | 916 | $311K |
| World Investment Advisors | 0.01% | Reduce -21.1% | 916 | $311K |
| Quadrant Capital Group LLC | 0.01% | Reduce -23.5% | 912 | $309K |
| Algert Global LLC | 0.00% | New | 910 | $309K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -24.2% | 904 | $307K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -55.6% | 904 | $307K |
| J. Team Financial, Inc. | 0.30% | Add +1.5% | 894 | $303K |
| Center For Asset Management LLC | 0.16% | Reduce -62.2% | 890 | $302K |
| Sit Investment Associates Inc. | 0.01% | No change | 886 | $301K |
| GenTrust, LLC | 0.01% | Add +4.8% | 874 | $297K |
| Jones Financial Companies LLLP | 0.00% | Add +50.6% | 872 | $296K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 847 | $287K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -0.4% | 835 | $283K |
| State of Wyoming | 0.03% | Reduce -48.2% | 835 | $283K |
| Vise Technologies, Inc. | 0.01% | Add +18.4% | 829 | $281K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -11.0% | 829 | $281K |
| Syon Capital LLC | 0.01% | Add +19.7% | 827 | $281K |
| Lido Advisors, LLC | 0.00% | Add +6.4% | 798 | $279K |
| Caerus Investment Advisors, LLC | 0.09% | Reduce -60.9% | 818 | $278K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -77.2% | 806 | $274K |
| Savant Capital, LLC | 0.00% | Reduce -21.0% | 803 | $272K |
| Walleye Capital LLC | 0.00% | Add +434.7% | 786 | $267K |
| Coldstream Capital Management Inc. | 0.00% | Add +6.5% | 783 | $266K |
| Blue Trust, Inc. | 0.00% | Add +39.7% | 778 | $264K |
| Blair William & Co. | 0.00% | Reduce -22.2% | 773 | $262K |
| Cibc World Market Inc. | 0.00% | Reduce -1.5% | 770 | $261K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -34.8% | 805 | $261K |
| Sivia Capital Partners, LLC | 0.05% | Reduce -68.0% | 766 | $260K |
| Simplex Trading, LLC | 0.01% | New | 757 | $257K |
| Kaufman Rossin Wealth, LLC | 0.13% | Reduce -37.6% | 748 | $254K |
| Cambient Family Office, LLC | 0.04% | — | 742 | $252K |
| Kera Capital Partners, Inc. | 0.03% | Reduce -26.2% | 759 | $251K |
| Tidal Investments LLC | 0.00% | Reduce -35.6% | 740 | $251K |
| MBA Advisors LLC | 0.10% | Reduce -21.7% | 733 | $249K |
| Earned Wealth Advisors, LLC | 0.02% | Reduce -7.6% | 732 | $248K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Reduce -45.4% | 746 | $248K |
| Moors & Cabot, Inc. | 0.01% | Add +3.7% | 725 | $246K |
| Quent Capital, LLC | 0.02% | Add +0.4% | 717 | $243K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -17.7% | 717 | $243K |
| NewEdge Wealth, LLC | 0.00% | New | 711 | $241K |
| Wealthfront Advisers LLC | 0.00% | Reduce -51.7% | 708 | $240K |
| Allworth Financial LP | 0.00% | Reduce -18.4% | 707 | $240K |
| Patton Fund Management, Inc. | 0.03% | Add +13.3% | 705 | $239K |
| Vident Advisory, LLC | 0.00% | Reduce -1.7% | 705 | $239K |
| Red Door Wealth Management, LLC | 0.02% | Add +1.2% | 680 | $231K |
| Olympiad Research LP | 0.61% | New | 678 | $230K |
| Prelude Capital Management, LLC | 0.02% | Reduce -4.5% | 678 | $230K |
| Strategic Family Wealth Counselors, L.L.C. | 0.05% | New | 717 | $229K |
| Leonteq Securities AG | 0.01% | No change | 670 | $227K |
| TCW Group Inc. | 0.00% | New | 670 | $227K |
| Canvas Wealth Advisors, LLC | 0.04% | New | 663 | $225K |
| CX Institutional | 0.01% | Add +27.3% | 652 | $221K |
| Voleon Capital Management LP | 0.00% | Reduce -33.5% | 647 | $220K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 644 | $219K |
| Texas Yale Capital Corp. | 0.01% | No change | 643 | $218K |
| QRG Capital Management, Inc. | 0.00% | Reduce -54.5% | 642 | $218K |
| Segment Wealth Management, LLC | 0.01% | New | 640 | $217K |
| Wealthspire Advisors, LLC | 0.00% | Add +4160.0% | 639 | $217K |
| Darwin Wealth Management, LLC | 0.07% | Add +10.0% | 625 | $212K |
| Smithfield Trust Co | 0.01% | No change | 630 | $212K |
| GTS Securities LLC | 0.01% | New | 623 | $211K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -2.0% | 620 | $210K |
| Woodline Partners LP | 0.00% | Reduce -98.1% | 618 | $210K |
| Axxcess Wealth Management, LLC | 0.00% | New | 618 | $210K |
| Tred Avon Family Wealth, LLC | 0.07% | Reduce -1.8% | 617 | $209K |
| R Squared Ltd | 0.10% | New | 611 | $207K |
| Evoke Wealth, LLC | 0.00% | Reduce -58.2% | 604 | $205K |
| Lighthouse Investment Partners, LLC | 0.01% | Reduce -98.6% | 600 | $204K |
| Essential Partners LLC | 0.06% | Reduce -71.3% | 596 | $202K |
| Essex Financial Services, Inc. | 0.01% | Reduce -30.3% | 595 | $202K |
| Somerset Trust Co | 0.06% | Reduce -1.3% | 594 | $202K |
| GAMMA Investing LLC | 0.01% | Add +4.5% | 583 | $198K |
| Colonial Trust Co / SC | 0.02% | Reduce -43.2% | 548 | $186K |
| Global Retirement Partners, LLC | 0.00% | Add +561.3% | 529 | $180K |
| Webster Bank, N. A. | 0.02% | No change | 500 | $170K |
| IFP Advisors, Inc | 0.00% | Add +71.8% | 500 | $170K |
| Parallel Advisors, LLC | 0.00% | Reduce -44.2% | 451 | $153K |
| Centaurus Financial, Inc. | 0.01% | Reduce -5.0% | 439 | $149K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -47.1% | 424 | $144K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.8% | 410 | $139K |
| Ancora Advisors LLC | 0.00% | Add +16.6% | 379 | $129K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -6.2% | 376 | $128K |
| Bayforest Capital Ltd | 0.09% | Reduce -56.0% | 370 | $126K |
| Ostrum Asset Management | 0.01% | Reduce -24.9% | 328 | $111K |
| Versant Capital Management, Inc | 0.01% | Reduce -3.6% | 318 | $108K |
| Rossby Financial, LCC | 0.03% | Reduce -56.7% | 302 | $102K |
| Grove Bank & Trust | 0.01% | Reduce -4.3% | 289 | $98K |
| CENTRAL TRUST Co | 0.00% | Add +0.3% | 283 | $96K |
| Private Trust Co. NA | 0.01% | Reduce -2.3% | 255 | $87K |
| Asset Dedication, LLC | 0.01% | No change | 250 | $85K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -2.1% | 232 | $79K |
| Covestor Ltd | 0.04% | Add +564.7% | 226 | $77K |
| Signaturefd, LLC | 0.00% | Add +9.6% | 206 | $70K |
| First Financial Corp. | 0.03% | No change | 200 | $68K |
| Brown Brothers Harriman & Co. | 0.00% | Add +27.6% | 171 | $58K |
| Key Financial Inc | 0.01% | No change | 159 | $54K |
| Toth Financial Advisory Corp. | 0.01% | Add +97.5% | 158 | $54K |
| True Wealth Design, LLC | 0.02% | Reduce -35.3% | 156 | $53K |
| UMB Bank, n.a. | 0.00% | Add +40.2% | 150 | $51K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -64.4% | 148 | $50K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -5.9% | 144 | $49K |
| SJS Investment Consulting Inc. | 0.01% | Add +1033.3% | 136 | $46K |
| CYBER HORNET ETFs LLC | 0.03% | Add +7.8% | 124 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 115 | $39K |
| Sentry Investment Management LLC | 0.03% | No change | 116 | $39K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.7% | 114 | $39K |
| Montag A & Associates Inc. | 0.00% | No change | 110 | $37K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 110 | $37K |
| WPG Advisers, LLC | 0.03% | Reduce -14.3% | 108 | $37K |
| Thompson Investment Management, Inc. | 0.00% | No change | 104 | $35K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -31.8% | 103 | $35K |
| Raiffeisen Bank International AG | 0.00% | New | 100 | $34K |
| Activest Wealth Management | 0.01% | Add +0.0% | 99 | $34K |
| Root Financial Partners, LLC | 0.00% | Add +14.1% | 97 | $33K |
| Sunbelt Securities, Inc. | 0.00% | No change | 92 | $31K |
| Tsfg, LLC | 0.00% | No change | 90 | $31K |
| Eastern Bank | 0.00% | No change | 90 | $31K |
| Cromwell Holdings LLC | 0.02% | No change | 88 | $30K |
| DT Investment Partners, LLC | 0.00% | No change | 82 | $28K |
| Trifecta Capital Advisors, LLC | 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 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 65 | $22K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 64 | $22K |
| Caldwell Trust Co | 0.00% | No change | 62 | $21K |
| Summit Securities Group LLC | 0.00% | Reduce -14.1% | 61 | $21K |
| Optiver Holding B.V. | 0.00% | New | 61 | $21K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -4.6% | 62 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -19.4% | 58 | $20K |
| DV Equities, LLC | 0.00% | — | 58 | $20K |
| Piscataqua Savings Bank | 0.01% | No change | 56 | $19K |
| TD Private Client Wealth LLC | 0.00% | Add +80.0% | 54 | $18K |
| Zions Bancorporation, National Association | 0.00% | Add +18.2% | 52 | $18K |
| Nova Wealth Management, Inc. | 0.01% | No change | 50 | $17K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $14K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -34.9% | 41 | $14K |
| Barrett & Company, Inc. | 0.00% | No change | 40 | $14K |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -75.5% | 40 | $14K |
| LRI Investments, LLC | 0.00% | New | 39 | $13K |
| Arax Advisory Partners | 0.00% | Reduce -99.8% | 39 | $13K |
| Investors Research Corp | 0.00% | No change | 38 | $13K |
| Caitlin John, LLC | 0.01% | Add +3.1% | 33 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | Add +700.0% | 32 | $11K |
| Rakuten Securities, Inc. | 0.00% | No change | 30 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | New | 29 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +38.1% | 29 | $10K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.3% | 29 | $10K |
| MV Capital Management, Inc. | 0.00% | Add +21.7% | 28 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 27 | $9K |
| SouthState Bank Corp | 0.00% | Add +2600.0% | 27 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -3.7% | 26 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -24.2% | 25 | $8K |
| CVA Family Office, LLC | 0.00% | Reduce -19.4% | 25 | $8K |
| GW&K Investment Management, LLC | 0.00% | Reduce -4.2% | 23 | $8K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -99.2% | 23 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 23 | $8K |
| Manchester Capital Management LLC | 0.00% | Add +75.0% | 21 | $7K |
| FWL Investment Management, LLC | 0.00% | No change | 21 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $7K |
| ORG Partners LLC | 0.00% | Reduce -35.5% | 20 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +16.7% | 21 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 18 | $6K |
| SHP Wealth Management | 0.00% | — | 16 | $6K |
| Larson Financial Group LLC | 0.00% | Add +45.5% | 16 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 15 | $5K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 15 | $5K |
| Elyxium Wealth, LLC | 0.00% | New | 15 | $5K |
| Sachetta, LLC | 0.00% | No change | 13 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 13 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 13 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | New | 13 | $4K |
| Torren Management, LLC | 0.00% | — | 12 | $4K |
| Park Square Financial Group, LLC | 0.02% | Add +10.0% | 11 | $4K |
| Abound Wealth Management | 0.00% | No change | 11 | $4K |
| Clearstead Trust, LLC | 0.00% | Reduce -45.0% | 11 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +83.3% | 11 | $4K |
| Ares Financial Consulting, LLC | 0.00% | — | 10 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -64.0% | 9 | $3K |
| Howard Hughes Medical Institute | 0.00% | No change | 9 | $3K |
| Fortitude Family Office, LLC | 0.00% | Reduce -65.4% | 9 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +12.5% | 9 | $3K |
| North Star Investment Management Corp. | 0.00% | New | 8 | $3K |
| Inspire Investing, LLC | 0.00% | New | 8 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| HM Payson & Co. | 0.00% | No change | 7 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 7 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 6 | $2K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -33.3% | 6 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 6 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 6 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 5 | $2K |
| Spire Wealth Management | 0.00% | Reduce -37.5% | 5 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $1K |
| Kilter Group LLC | 0.00% | Add +200.0% | 3 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +50.0% | 3 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -40.0% | 3 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 3 | $1K |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 3 | $1K |
| Westside Investment Management, Inc. | 0.00% | New | 3 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 3 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 5 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +100.0% | 2 | $748 |
| 1015 Capital Partners, LLC | 0.00% | — | 2 | $679 |
| Evolution Wealth Management Inc. | 0.00% | New | 2 | $679 |
| Whipplewood Advisors, LLC | 0.00% | New | 2 | $679 |
| Wealth Watch Advisors, INC | 0.00% | No change | 2 | $679 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -91.3% | 2 | $679 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 2 | $679 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 2 | $679 |
| Bogart Wealth, LLC | 0.00% | New | 2 | $679 |
| Highline Wealth Partners LLC | 0.00% | No change | 1 | $351 |
| Westfuller Advisors, LLC | 0.00% | New | 1 | $341 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $340 |
| Redwood Park Advisors LLC | 0.00% | No change | 1 | $340 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $340 |
| Prosperity Bancshares Inc | 0.00% | — | 1 | $339 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -66.7% | 1 | $339 |
| Truvestments Capital LLC | 0.00% | New | 1 | $339 |
| Aventura Private Wealth, LLC | 0.00% | New | 1 | $339 |
| Motco | 0.00% | No change | 1 | $339 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $339 |
| CoreCap Advisors, LLC | 0.00% | New | 1 | $339 |
| Y.D. More Investments Ltd | 0.00% | Reduce -11.8% | 30 | $32 |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.