Everest GroupEG
13F holders, Q1 2026 (March 31)670holders −15
64new positions
79sold out
9famous investors
$327.06avg. 13F price*
At the end of Q1 2026, 670 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, down 15 from Q4 2025. 64 opened new positions and 79 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Capital Management LLC ($860.8M) and Vanguard Portfolio Management LLC ($708.6M). 9 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Everest Group Ltd.
- Sector
- Finance
- CUSIP
- G3223R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $65.4M |
| Exits | 79 | $175.8M |
All 13F filers, Q4 2025 → Q1 2026: 2,523,661 shares bought and 3,310,467 shares sold, net −786,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 670 holders
| BlackRock, Inc. | 0.02% | Reduce -1.7% | 3,297,585 | $1.1B |
| Vanguard Capital Management LLC | 0.02% | — | 2,633,722 | $860.8M |
| Vanguard Portfolio Management LLC | 0.04% | — | 2,168,090 | $708.6M |
| State Street Corp. | 0.02% | Reduce -3.0% | 1,850,314 | $604.8M |
| Vulcan Value Partners, LLC | 11.80% | Reduce -9.8% | 1,361,865 | $445.1M |
| AQR Capital Management | 0.20% | Reduce -18.0% | 1,365,895 | $444.6M |
| Geode Capital Management, LLC | 0.02% | Add +1.2% | 1,183,821 | $385.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.10% | Add +8.4% | 1,028,240 | $336.1M |
| Wellington Management Group LLP | 0.06% | Reduce -19.8% | 971,869 | $317.7M |
| Invesco Ltd. | 0.03% | Add +9.3% | 812,271 | $265.5M |
| Altrinsic Global Advisors LLC | 9.10% | Reduce -10.1% | 777,871 | $254.2M |
| Massachusetts Financial Services Co. | 0.09% | Add +18.1% | 762,400 | $252.8M |
| Alliancebernstein L.P. | 0.08% | Add +13.8% | 729,121 | $247.4M |
| Boston Partners | 0.17% | Reduce -31.4% | 508,572 | $166.2M |
| William Blair Investment Management, LLC | 0.55% | Reduce -13.4% | 506,166 | $165.4M |
| Donald Smith & Co., Inc. | 2.71% | Add +5.6% | 460,175 | $150.4M |
| HSBC Holdings PLC | 0.09% | Add +507.4% | 449,919 | $147.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -3.4% | 414,923 | $135.6M |
| Northern Trust Corp. | 0.02% | Add +2.0% | 410,571 | $134.2M |
| Morgan Stanley | 0.01% | Reduce -3.5% | 410,359 | $134.1M |
| Polar Capital Holdings Plc | 0.58% | No change | 403,500 | $131.9M |
| LSV Asset Management | 0.27% | Add +0.3% | 386,640 | $126.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.8% | 354,804 | $116.0M |
| Fuller & Thaler Asset Management, Inc. | 0.39% | Add +1.7% | 352,110 | $115.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +1.5% | 315,652 | $103.2M |
| Balyasny Asset Management L.P. | 0.20% | Reduce -41.9% | 289,912 | $94.8M |
| Assetmark, Inc. | 0.19% | Add +2.7% | 287,847 | $94.1M |
| Victory Capital Management Inc. | 0.06% | Reduce -36.0% | 276,068 | $90.2M |
| Citadel Advisors | 0.06% | Add +80.4% | 271,073 | $88.6M |
| Earnest Partners LLC | 0.36% | Add +1.7% | 268,095 | $87.6M |
| Legal & General Group Plc | 0.02% | Add +0.1% | 267,496 | $87.4M |
| AustralianSuper Pty Ltd | 0.43% | Add +30.5% | 251,190 | $82.1M |
| Causeway Capital Management LLC | 1.00% | Add +4.8% | 250,008 | $81.7M |
| Bank of America Corp. | 0.01% | Add +7.7% | 233,326 | $76.3M |
| Jacobs Levy Equity Management, Inc. | 0.32% | Add +3.6% | 230,540 | $75.4M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 229,438 | $75.0M |
| UBS Group AG | 0.01% | Add +12.6% | 225,664 | $73.8M |
| Talaria Asset Management Pty Ltd | 14.83% | Add +0.1% | 224,700 | $73.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +87.8% | 216,813 | $70.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 215,504 | $70.4M |
| Nuveen, LLC | 0.02% | Add +1.2% | 215,428 | $70.4M |
| Amundi | 0.02% | Add +67.4% | 213,030 | $69.6M |
| Voloridge Investment Management, LLC | 0.24% | Add +40.0% | 185,699 | $60.7M |
| Renaissance Technologies | 0.08% | Add +245.0% | 162,100 | $53.0M |
| Deutsche Bank AG | 0.02% | Reduce -2.6% | 160,621 | $52.5M |
| Barclays PLC | 0.02% | Add +3.1% | 156,334 | $51.1M |
| Janus Henderson Group PLC | 0.02% | Reduce -0.1% | 146,288 | $47.8M |
| Davis Selected Advisers | 0.21% | Add +19.4% | 140,908 | $46.1M |
| Franklin Resources Inc. | 0.01% | Reduce -8.1% | 137,718 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Add +99.8% | 134,463 | $43.9M |
| Perpetual Ltd | 0.66% | Add +15.7% | 131,919 | $43.1M |
| General American Investors Co. Inc. | 2.79% | No change | 129,196 | $42.2M |
| Sei Investments Co. | 0.04% | Add +12.6% | 127,583 | $41.7M |
| Deprince Race & Zollo Inc. | 0.79% | Add +4.8% | 127,428 | $41.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -4.1% | 127,269 | $41.6M |
| Swiss National Bank | 0.02% | Add +7.2% | 123,200 | $40.3M |
| First Trust Advisors LP | 0.03% | Add +103.3% | 121,949 | $39.9M |
| Systematic Financial Management LP | 0.90% | Add +3.3% | 119,974 | $39.2M |
| SEB Asset Management AB | 0.16% | — | 112,024 | $36.6M |
| Jane Street Group, LLC | 0.04% | Add +15.0% | 108,124 | $35.3M |
| HRT Financial LP | 0.09% | Add +151.4% | 105,290 | $34.4M |
| JPMorgan Chase & Co. | 0.00% | Add +54.4% | 105,260 | $34.0M |
| South Dakota Investment Council | 0.64% | Add +8.7% | 101,931 | $33.3M |
| FMR LLC | 0.00% | Reduce -4.4% | 100,010 | $32.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +0.8% | 96,362 | $31.5M |
| Storebrand Asset Management As | 0.09% | Add +13.8% | 96,068 | $31.4M |
| Vanguard Global Advisers, LLC | 0.02% | — | 95,435 | $31.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +9.1% | 95,123 | $31.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 94,870 | $31.0M |
| California Public Employees Retirement System | 0.02% | Reduce -11.9% | 94,010 | $30.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | — | 84,706 | $27.7M |
| Russell Investments Group, Ltd. | 0.03% | Add +14.3% | 81,124 | $26.5M |
| Rhumbline Advisers | 0.02% | Reduce -2.5% | 80,557 | $26.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +267.9% | 79,238 | $25.9M |
| Quantinno Capital Management LP | 0.04% | Add +117.0% | 74,518 | $24.4M |
| Bank of Montreal | 0.01% | Reduce -8.6% | 73,769 | $24.1M |
| KLP Kapitalforvaltning As | 0.09% | Add +122.9% | 69,501 | $22.7M |
| Lazard Asset Management LLC | 0.04% | Add +1.4% | 68,079 | $22.3M |
| Prana Capital Management, LP | 0.66% | Add +63.0% | 65,707 | $21.5M |
| California State Teachers Retirement System | 0.02% | Reduce -1.7% | 62,478 | $20.4M |
| TCTC Holdings, LLC | 0.57% | Reduce -0.5% | 60,800 | $19.9M |
| New York State Common Retirement Fund | 0.03% | Add +2.4% | 60,752 | $19.9M |
| Mirabella Financial Services LLP | 2.00% | Reduce -3.1% | 60,507 | $19.8M |
| Algebris (uk) Ltd. | 1.38% | Reduce -16.4% | 57,777 | $18.9M |
| Cwm, LLC | 0.05% | Reduce -20.6% | 57,622 | $18.8M |
| SG Americas Securities, LLC | 0.02% | Add +63.3% | 55,706 | $18.2M |
| GMO | 0.05% | Add +23.5% | 55,691 | $18.2M |
| Citigroup Inc. | 0.01% | Add +23.3% | 54,510 | $17.8M |
| Equitable Trust Co. | 0.82% | Add +21.4% | 54,472 | $17.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +17.6% | 54,240 | $17.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +76.3% | 54,058 | $17.7M |
| Nuance Investments, LLC | 2.44% | Reduce -4.3% | 53,568 | $17.5M |
| Danske Bank A/S | 0.04% | Reduce -10.5% | 53,432 | $17.5M |
| Te Ahumairangi Investment Management Ltd | 2.91% | Add +17.5% | 53,180 | $17.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -28.9% | 51,016 | $16.7M |
| Martingale Asset Management L P | 0.41% | Reduce -12.3% | 50,138 | $16.4M |
| Grace & White Inc. | 2.81% | No change | 47,998 | $15.7M |
| Arnhold LLC | 1.15% | Reduce -15.3% | 47,705 | $15.6M |
| M&G PLC | 0.08% | Add +17.6% | 46,843 | $15.3M |
| Allianz Asset Management GmbH | 0.02% | Add +61.8% | 45,600 | $14.9M |
| TD Asset Management Inc | 0.01% | Add +0.4% | 45,585 | $14.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.7% | 45,482 | $14.9M |
| Korea Investment CORP | 0.03% | Reduce -51.0% | 43,833 | $14.3M |
| New York State Teachers Retirement System | 0.03% | Add +8.3% | 42,929 | $14.0M |
| Royal London Asset Management Ltd. | 0.03% | Add +2.3% | 40,613 | $13.3M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +40.6% | 39,804 | $13.0M |
| Mackenzie Financial Corp. | 0.01% | Add +1.2% | 37,137 | $12.1M |
| LMCG Investments, LLC | 0.72% | Add +5.7% | 36,835 | $12.0M |
| Aviva PLC | 0.02% | Add +2.7% | 36,622 | $12.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -4.2% | 36,281 | $11.9M |
| Cerity Partners LLC | 0.02% | Reduce -13.6% | 36,209 | $11.8M |
| Frontier Capital Management Co. LLC | 0.12% | Reduce -5.6% | 35,690 | $11.7M |
| Man Group plc | 0.02% | Add +47.8% | 35,541 | $11.6M |
| Aberdeen Group plc | 0.02% | Add +2.6% | 35,476 | $11.6M |
| Dupree Financial Group, LLC | 4.61% | Reduce -0.4% | 35,075 | $11.5M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 34,044 | $11.3M |
| State of Wisconsin Investment Board | 0.03% | Add +4.1% | 34,404 | $11.2M |
| Corient Private Wealth LP | 0.02% | Add +83.1% | 34,105 | $11.1M |
| Capital Fund Management S.A. | 0.10% | New | 33,386 | $10.9M |
| Royal Bank of Canada | 0.00% | Reduce -22.1% | 33,296 | $10.9M |
| Ieq Capital, LLC | 0.05% | Reduce -46.0% | 32,668 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -27.8% | 31,926 | $10.4M |
| Empowered Funds, LLC | 0.07% | Reduce -17.6% | 31,845 | $10.4M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -0.6% | 31,481 | $10.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +16.2% | 29,535 | $9.7M |
| NFC Investments, LLC | 2.65% | Reduce -0.3% | 29,123 | $9.5M |
| American Century Companies Inc. | 0.00% | Reduce -3.3% | 28,430 | $9.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -56.4% | 28,298 | $9.2M |
| Clough Capital Partners L P | 0.87% | Reduce -1.3% | 27,505 | $9.0M |
| Mediolanum International Funds Ltd | 0.09% | Reduce -3.3% | 27,514 | $8.9M |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.17% | New | 27,200 | $8.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -10.3% | 27,005 | $8.8M |
| Adams Diversified Equity Fund, Inc. | 0.31% | New | 27,000 | $8.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.1% | 26,921 | $8.8M |
| FIL Ltd | 0.01% | Reduce -58.4% | 26,358 | $8.6M |
| Bank of Nova Scotia | 0.01% | Reduce -51.2% | 25,576 | $8.4M |
| Creative Planning | 0.01% | Add +74.0% | 24,579 | $8.0M |
| Waverly Advisors, LLC | 0.06% | Reduce -11.1% | 24,559 | $8.0M |
| Toronto Dominion Bank | 0.02% | Reduce -21.9% | 24,514 | $8.0M |
| Glenmede Trust Co. NA | 0.04% | Reduce -3.8% | 24,302 | $7.9M |
| MetLife Investment Management, LLC | 0.04% | Reduce -2.4% | 24,118 | $7.9M |
| Heartland Advisors Inc. | 0.40% | Reduce -5.4% | 23,937 | $7.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -1.5% | 23,642 | $7.7M |
| Clear Harbor Asset Management, LLC | 0.53% | Add +10.7% | 23,520 | $7.7M |
| National Bank of Canada | 0.01% | Add +1.1% | 23,473 | $7.7M |
| Edgestream Partners, L.P. | 0.25% | Add +18.7% | 23,149 | $7.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +428.0% | 22,864 | $7.5M |
| Schonfeld Strategic Advisors LLC | 0.06% | Reduce -8.4% | 22,354 | $7.3M |
| Gotham Asset Management | 0.02% | Add +73.9% | 21,968 | $7.2M |
| Daiwa Securities Group Inc. | 0.02% | Add +3.7% | 21,418 | $7.0M |
| Vanguard Investments Australia, Ltd. | 0.02% | — | 21,213 | $6.9M |
| Squarepoint Ops LLC | 0.01% | Add +114.0% | 20,452 | $6.7M |
| Hudson Bay Capital Management LP | 0.04% | New | 20,299 | $6.6M |
| Mariner, LLC | 0.01% | Reduce -26.1% | 20,140 | $6.6M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -5.8% | 20,051 | $6.6M |
| XTX Topco Ltd | 0.11% | Reduce -16.9% | 20,006 | $6.5M |
| LPL Financial LLC | 0.00% | Add +1.1% | 19,405 | $6.3M |
| Vestcor Inc | 0.17% | Add +19.5% | 19,273 | $6.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -52.3% | 18,810 | $6.1M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -4.0% | 18,614 | $6.1M |
| Federated Hermes, Inc. | 0.01% | Add +16.1% | 18,426 | $6.0M |
| APG Asset Management N.V. | 0.02% | Reduce -3.0% | 20,700 | $5.9M |
| Swedbank AB | 0.01% | Reduce -51.9% | 17,810 | $5.8M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.2% | 17,758 | $5.8M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +0.6% | 17,748 | $5.8M |
| Bridgewater Associates | 0.03% | Reduce -75.6% | 17,580 | $5.7M |
| Tredje AP-fonden | 0.03% | Add +204.7% | 17,543 | $5.7M |
| Continuum Advisory, LLC | 0.55% | Add +4.4% | 17,406 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.7% | 17,081 | $5.6M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -2.6% | 17,039 | $5.6M |
| Xponance LLC | 0.04% | Add +78.5% | 16,409 | $5.4M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 16,132 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.4% | 16,100 | $5.3M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.9% | 15,607 | $5.1M |
| CIBC Bancorp USA Inc. | 0.01% | — | 15,003 | $4.9M |
| Susquehanna Fundamental Investments, LLC | 0.18% | Reduce -36.7% | 14,851 | $4.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +3.0% | 14,637 | $4.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +1.1% | 14,625 | $4.8M |
| Holocene Advisors, LP | 0.01% | Add +240.0% | 14,625 | $4.8M |
| New Age Alpha Advisors, LLC | 0.22% | Reduce -3.2% | 14,334 | $4.7M |
| Gsa Capital Partners LLP | 0.29% | Add +903.1% | 14,043 | $4.6M |
| Millennium Management | 0.00% | Reduce -90.6% | 13,861 | $4.5M |
| Illinois Municipal Retirement Fund | 0.06% | Add +40.0% | 13,401 | $4.4M |
| New Vernon Investment Management LLC | 4.56% | Add +100.0% | 13,136 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -87.7% | 13,130 | $4.3M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 13,085 | $4.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -22.5% | 13,038 | $4.3M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +2.2% | 12,958 | $4.2M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -1.5% | 12,756 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +27.5% | 12,691 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -61.4% | 12,470 | $4.1M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -3.8% | 12,395 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +17.0% | 14,483 | $4.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Reduce -2.3% | 12,053 | $3.9M |
| State of Michigan Retirement System | 0.02% | Reduce -3.2% | 12,011 | $3.9M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -0.1% | 11,898 | $3.9M |
| Intech Investment Management LLC | 0.04% | Add +22.8% | 11,734 | $3.8M |
| IFM Investors Pty Ltd | 0.03% | Add +2.7% | 11,592 | $3.8M |
| Public Sector Pension Investment Board | 0.01% | Add +8.5% | 11,588 | $3.8M |
| MAI Capital Management | 0.02% | Add +19.2% | 11,482 | $3.8M |
| Arizona State Retirement System | 0.02% | Reduce -0.6% | 11,411 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -1.4% | 11,381 | $3.7M |
| Czech National Bank | 0.02% | Add +0.1% | 11,084 | $3.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -1.1% | 10,999 | $3.6M |
| Captrust Financial Advisors | 0.01% | Reduce -13.4% | 10,979 | $3.6M |
| Northwest & Ethical Investments L.P. | 0.08% | Reduce -31.0% | 10,638 | $3.5M |
| Bessemer Group Inc. | 0.01% | Add +0.4% | 10,403 | $3.4M |
| Agf Management Ltd. | 0.02% | Add +6.0% | 10,270 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -37.9% | 10,055 | $3.3M |
| JB Capital LLC | 0.13% | Add +5.7% | 9,988 | $3.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -22.8% | 9,892 | $3.2M |
| CIBC Asset Management Inc | 0.01% | Reduce -0.9% | 9,830 | $3.2M |
| Sepio Capital, LP | 0.17% | Add +54.9% | 9,759 | $3.2M |
| US Bancorp \de | 0.00% | Reduce -0.6% | 9,726 | $3.2M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +15.1% | 9,541 | $3.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -2.9% | 9,481 | $3.1M |
| Voya Investment Management LLC | 0.00% | Reduce -2.5% | 9,090 | $3.0M |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +898.0% | 9,022 | $2.9M |
| Gilman Hill Asset Management, LLC | 0.43% | Add +15.9% | 8,745 | $2.9M |
| Macquarie Group Ltd. | 0.02% | Add +8.8% | 8,679 | $2.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -3.2% | 8,643 | $2.8M |
| DNB Asset Management AS | 0.01% | Add +9.1% | 8,445 | $2.8M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -46.2% | 8,440 | $2.8M |
| Fca Corp. | 0.77% | Add +4.3% | 8,384 | $2.7M |
| ProShare Advisors LLC | 0.00% | Reduce -8.0% | 8,286 | $2.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +18.7% | 8,277 | $2.7M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -2.1% | 8,273 | $2.7M |
| Weiss Asset Management LP | 0.07% | Reduce -27.5% | 8,134 | $2.7M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -0.3% | 8,084 | $2.6M |
| Woodline Partners LP | 0.01% | Add +1198.1% | 8,022 | $2.6M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -59.6% | 7,993 | $2.6M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.5% | 7,932 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -4.1% | 7,767 | $2.5M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.09% | Reduce -82.5% | 7,607 | $2.5M |
| ASR Vermogensbeheer N.V. | 0.03% | Add +569.6% | 7,225 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 7,015 | $2.3M |
| Candriam S.C.A. | 0.01% | Reduce -11.7% | 6,793 | $2.2M |
| Utah Retirement Systems | 0.02% | Reduce -2.5% | 6,761 | $2.2M |
| USS Investment Management Ltd | 0.01% | Add +5.4% | 6,712 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.2% | 6,693 | $2.2M |
| Investment Management Corp of Ontario | 0.03% | Reduce -18.6% | 6,583 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -46.7% | 6,483 | $2.1M |
| Summit Global Investments | 0.12% | Add +0.3% | 6,365 | $2.1M |
| Manning & Napier Advisors LLC | 0.03% | Reduce -15.4% | 6,225 | $2.0M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -6.3% | 6,225 | $2.0M |
| Tidal Investments LLC | 0.01% | Add +724.9% | 6,104 | $2.0M |
| CM Management, LLC | 1.64% | New | 6,000 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +326.1% | 5,952 | $1.9M |
| Aviance Capital Partners, LLC | 0.22% | Add +56.5% | 5,845 | $1.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -22.1% | 5,788 | $1.9M |
| Ethic Inc. | 0.03% | Reduce -10.4% | 5,778 | $1.9M |
| Focus Partners Wealth | 0.00% | Reduce -28.5% | 5,733 | $1.9M |
| Panagora Asset Management Inc. | 0.01% | Reduce -8.0% | 5,694 | $1.9M |
| NEOS Investment Management LLC | 0.01% | Add +235.6% | 5,665 | $1.9M |
| Vest Financial, LLC | 0.02% | New | 5,653 | $1.8M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.5% | 5,603 | $1.8M |
| Sompo Asset Management Co., Ltd. | 0.34% | Add +76.1% | 5,595 | $1.8M |
| WINTON GROUP Ltd | 0.06% | Add +42.8% | 5,527 | $1.8M |
| IMC-Chicago, LLC | 0.03% | New | 5,386 | $1.8M |
| Meridian Investment Counsel Inc. | 0.42% | Add +0.9% | 5,355 | $1.8M |
| Palouse Capital Management, Inc. | 1.19% | Add +10.4% | 5,340 | $1.7M |
| KBC Group NV | 0.00% | Reduce -7.8% | 5,233 | $1.7M |
| Aquatic Capital Management LLC | 0.05% | New | 5,191 | $1.7M |
| Trust Co. of Toledo NA | 0.16% | No change | 5,146 | $1.7M |
| Lighthouse Investment Partners, LLC | 0.06% | Add +757.3% | 5,144 | $1.7M |
| Estate Counselors, LLC | 0.15% | New | 5,135 | $1.7M |
| Harbor Advisors LLC | 0.24% | No change | 5,000 | $1.6M |
| RBF Capital, LLC | 0.08% | No change | 5,000 | $1.6M |
| Allstate Corp. | 0.02% | Add +65.0% | 4,951 | $1.6M |
| National Pension Service | 0.00% | Reduce -88.8% | 4,917 | $1.6M |
| Exchange Traded Concepts, LLC | 0.01% | Add +8.3% | 4,850 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 4,849 | $1.6M |
| Gateway Investment Advisers LLC | 0.02% | Add +37.0% | 4,831 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.8% | 4,712 | $1.5M |
| Nordea Investment Management AB | 0.00% | Reduce -8.9% | 4,662 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.0% | 4,566 | $1.5M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -20.4% | 4,566 | $1.5M |
| Lecap Asset Management Ltd. | 0.55% | Reduce -13.9% | 4,460 | $1.5M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -4.0% | 4,329 | $1.4M |
| Regions Financial Corp. | 0.01% | Reduce -14.7% | 4,215 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -2.7% | 4,205 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +23.6% | 4,202 | $1.4M |
| First Manhattan Co. Llc. | 0.00% | No change | 4,200 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -1.2% | 4,199 | $1.4M |
| Trexquant Investment LP | 0.01% | New | 4,182 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.1% | 4,170 | $1.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 4,099 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.7% | 4,064 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Add +32.4% | 3,995 | $1.3M |
| Twin Capital Management Inc. | 0.17% | Add +1.6% | 3,978 | $1.3M |
| Poehling Capital Management, INC. | 0.27% | Add +1.4% | 3,918 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +22.4% | 3,903 | $1.3M |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 3,888 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -10.8% | 3,882 | $1.3M |
| Reflection Asset Management | 0.77% | Add +8.5% | 3,865 | $1.3M |
| Uncommon Cents Investing LLC | 0.29% | Reduce -1.6% | 3,813 | $1.2M |
| CSS LLC | 0.19% | Reduce -0.3% | 3,730 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Reduce -11.5% | 3,728 | $1.2M |
| Strategic Investment Advisors / MI | 0.08% | Add +73.8% | 3,717 | $1.2M |
| Callan Family Office, LLC | 0.03% | Add +0.6% | 3,614 | $1.2M |
| Commerzbank Aktiengesellschaft | 0.02% | New | 3,576 | $1.2M |
| Fox Run Management, L.L.C. | 0.20% | Add +66.0% | 3,555 | $1.1M |
| Hillsdale Investment Management Inc. | 0.03% | New | 3,450 | $1.1M |
| Voleon Capital Management LP | 0.02% | Add +431.7% | 3,440 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -10.7% | 3,348 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.3% | 3,301 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,298 | $1.1M |
| Atom Investors LP | 0.08% | New | 3,298 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.02% | Add +50.5% | 3,218 | $1.1M |
| Nomura Asset Management International Inc. | 0.00% | No change | 3,200 | $1.0M |
| Hartford Investment Management Co. | 0.03% | Reduce -7.3% | 3,191 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | Reduce -24.0% | 3,166 | $1.0M |
| Oak Thistle LLC | 0.10% | New | 3,122 | $1.0M |
| Sculati Wealth Management, LLC | 0.37% | Add +2.8% | 3,073 | $1.0M |
| Wealthedge Investment Advisors, LLC | 0.37% | New | 3,052 | $998K |
| HighTower Advisors, LLC | 0.00% | Add +58.5% | 3,037 | $993K |
| Oppenheimer & Co. Inc. | 0.01% | Add +24.0% | 3,016 | $986K |
| Delphi Management Inc. | 1.16% | Reduce -20.1% | 2,978 | $973K |
| Vident Advisory, LLC | 0.01% | Add +311.1% | 2,898 | $947K |
| Impact Partnership Wealth, LLC | 0.12% | Reduce -11.7% | 2,852 | $932K |
| Foster & Motley Inc. | 0.05% | Reduce -7.2% | 2,837 | $927K |
| Independent Advisor Alliance | 0.01% | Add +6.3% | 2,833 | $926K |
| Credit Agricole S A | 0.00% | Reduce -5.3% | 2,823 | $923K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +11.7% | 2,810 | $918K |
| Havemeyer Place LP | 0.11% | New | 2,795 | $914K |
| Point Nemo Capital, LLC | 0.59% | Add +32.9% | 2,724 | $890K |
| Summit Trail Advisors, LLC | 0.01% | Add +45.5% | 2,718 | $889K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -2.0% | 2,693 | $879K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +26.8% | 2,671 | $873K |
| HB Wealth Management, LLC | 0.01% | Add +10.5% | 2,651 | $866K |
| Oxford Asset Management LLP | 0.35% | New | 2,622 | $857K |
| Norinchukin Bank, The | 0.01% | Reduce -2.3% | 2,574 | $841K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -1.0% | 2,569 | $840K |
| Commerce Bank | 0.00% | Reduce -0.2% | 2,559 | $836K |
| Shay Capital LLC | 0.12% | New | 2,500 | $817K |
| Mizuho Securities USA LLC | 0.02% | Reduce -19.5% | 2,460 | $804K |
| Lifeworks Advisors, LLC | 0.10% | Add +3.5% | 2,456 | $803K |
| Neuberger Berman Group LLC | 0.00% | Add +4.7% | 2,427 | $793K |
| Generali Asset Management SPA SGR | 0.02% | New | 2,411 | $788K |
| LS Investment Advisors, LLC | 0.12% | Reduce -11.5% | 2,406 | $786K |
| Croban | 0.37% | Add +7.1% | 2,406 | $786K |
| Raiffeisen Bank International AG | 0.01% | Add +2314.0% | 2,414 | $781K |
| Tudor Investment Corporation | 0.00% | Reduce -62.7% | 2,347 | $767K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.4% | 2,337 | $764K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -45.4% | 2,288 | $749K |
| Sacks & Associates, LLC | 0.55% | No change | 2,266 | $741K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.2% | 2,224 | $727K |
| Ameritas Advisory Services, LLC | 0.03% | Add +2.3% | 2,166 | $708K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 2,166 | $708K |
| Merit Financial Group, LLC | 0.01% | Reduce -48.0% | 2,115 | $691K |
| Osmosis Investment Management UK Ltd | 0.02% | Add +26.5% | 2,112 | $690K |
| Louisiana State Employees Retirement System | 0.01% | No change | 2,100 | $686K |
| Westpac Banking Corp. | 0.05% | Reduce -3.3% | 2,090 | $683K |
| J.M. Arbour, LLC | 0.65% | Add +7.4% | 2,079 | $679K |
| State of Wyoming | 0.08% | Add +148.5% | 2,075 | $678K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +24.2% | 2,066 | $675K |
| Pacer Advisors, Inc. | 0.00% | Reduce -53.6% | 2,030 | $664K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,011 | $657K |
| New Mexico Educational Retirement Board | 0.02% | No change | 2,000 | $654K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -9.1% | 2,015 | $651K |
| Dakota Wealth Management | 0.01% | Reduce -1.8% | 1,968 | $643K |
| Elevated Capital Advisors, LLC | 0.16% | Add +14.5% | 1,967 | $643K |
| Citadel Investment Advisory, Inc. | 0.31% | Reduce -7.8% | 1,960 | $641K |
| Quadrature Capital Ltd | 0.01% | New | 1,945 | $636K |
| M&T Bank Corp | 0.00% | Add +8.6% | 1,927 | $629K |
| &partners | 0.00% | Add +7.4% | 1,924 | $629K |
| Chesley Taft & Associates LLC | 0.03% | No change | 1,924 | $629K |
| Brighton Jones LLC | 0.01% | New | 1,897 | $620K |
| Polymer Capital Management (US) LLC | 0.09% | Reduce -14.5% | 1,865 | $610K |
| ING Groep NV | 0.00% | Reduce -4.6% | 1,848 | $604K |
| nVerses Capital, LLC | 0.55% | New | 1,839 | $601K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.8% | 1,831 | $598K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -10.7% | 1,816 | $594K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.1% | 1,828 | $592K |
| Krilogy Financial LLC | 0.02% | Reduce -30.7% | 1,710 | $589K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +16.1% | 1,792 | $586K |
| Stifel Financial Corp. | 0.00% | Reduce -85.8% | 1,726 | $564K |
| Prudential PLC | 0.00% | No change | 1,718 | $562K |
| Savant Capital, LLC | 0.00% | Add +113.7% | 1,716 | $561K |
| Unison Advisors LLC | 0.04% | Add +0.6% | 1,710 | $559K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -34.3% | 1,693 | $553K |
| MUFG Securities EMEA plc | 0.01% | Reduce -3.0% | 1,669 | $546K |
| Curi Capital, LLC | 0.01% | Reduce -8.0% | 1,666 | $545K |
| United Capital Financial Advisors, LLC | 0.00% | Add +131.2% | 1,658 | $542K |
| Abn Amro Investment Solutions | 0.01% | Add +10.3% | 1,654 | $541K |
| Leonteq Securities AG | 0.03% | Add +144.0% | 1,635 | $534K |
| Meeder Advisory Services, Inc. | 0.02% | Add +45.5% | 1,629 | $532K |
| Farther Finance Advisors, LLC | 0.01% | Add +3.8% | 1,631 | $528K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +3.3% | 1,615 | $528K |
| Osaic Holdings, Inc. | 0.00% | Add +20.0% | 1,584 | $518K |
| Saudi Central Bank | 0.01% | New | 1,549 | $506K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -14.1% | 1,445 | $502K |
| Aull & Monroe Investment Management Corp | 0.23% | No change | 1,500 | $490K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 1,498 | $490K |
| Numerai GP LLC | 0.05% | Add +55.3% | 1,477 | $483K |
| Henshaw Capital LLC | 0.02% | No change | 1,468 | $480K |
| Old National Bancorp | 0.01% | Reduce -6.2% | 1,454 | $475K |
| Evergreen Capital Management LLC | 0.01% | New | 1,445 | $472K |
| Optimize Financial Inc. | 0.23% | New | 1,425 | $466K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 1,389 | $454K |
| Ingalls & Snyder LLC | 0.02% | Reduce -2.8% | 1,382 | $452K |
| Sanchez Gaunt Capital Management, LLC | 0.28% | — | 1,375 | $449K |
| TFB Advisors LLC | 0.23% | Reduce -12.0% | 1,369 | $447K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.4% | 1,361 | $445K |
| Chicago Partners Investment Group LLC | 0.01% | Add +58.8% | 1,278 | $441K |
| Schroder Investment Management Group | 0.00% | Reduce -52.8% | 1,355 | $438K |
| Argent Trust Co | 0.01% | Reduce -1.0% | 1,326 | $433K |
| Vontobel Holding Ltd. | 0.00% | Add +11.3% | 1,313 | $429K |
| Rowlandmiller & Partners.adv | 0.09% | No change | 1,310 | $428K |
| AlphaGrep UK Ltd | 0.13% | Add +21.2% | 1,307 | $427K |
| DAVENPORT & Co LLC | 0.00% | Reduce -90.9% | 1,305 | $427K |
| Quantbot Technologies LP | 0.02% | Reduce -96.1% | 1,287 | $421K |
| Baird Financial Group, Inc. | 0.00% | Add +4.8% | 1,284 | $420K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -65.4% | 1,252 | $409K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -3.3% | 1,250 | $408K |
| Sterling Capital Management LLC | 0.01% | Reduce -99.1% | 1,244 | $407K |
| Natixis | 0.00% | Reduce -88.0% | 1,231 | $402K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -22.7% | 1,218 | $398K |
| North Dakota State Investment Board | 0.02% | Reduce -16.1% | 1,213 | $396K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.5% | 1,211 | $396K |
| Hancock Whitney Corp. | 0.01% | Reduce -10.4% | 1,103 | $393K |
| GAMMA Investing LLC | 0.02% | Add +103.3% | 1,185 | $387K |
| PAX Financial Group, LLC | 0.07% | Reduce -9.7% | 1,175 | $384K |
| MML Investors Services, LLC | 0.00% | Reduce -49.8% | 1,163 | $380K |
| Metis Global Partners, LLC | 0.01% | Reduce -12.7% | 1,162 | $380K |
| Lido Advisors, LLC | 0.00% | Add +44.5% | 1,153 | $377K |
| Securian Asset Management, Inc. | 0.01% | No change | 1,152 | $377K |
| Horizon Investments, LLC | 0.00% | Add +8.2% | 1,148 | $375K |
| Mufg Securities Americas Inc. | 0.02% | Reduce -0.4% | 1,126 | $368K |
| Truist Financial Corp. | 0.00% | Reduce -98.4% | 1,113 | $364K |
| Aigen Investment Management, LP | 0.09% | Reduce -48.5% | 1,109 | $362K |
| E&G Advisors, LLC | 0.08% | No change | 1,100 | $361K |
| Quadrant Capital Group LLC | 0.01% | Add +20.7% | 1,101 | $360K |
| Wellington Shields & Co., LLC | 0.09% | No change | 1,100 | $360K |
| Inceptionr LLC | 0.09% | New | 1,095 | $358K |
| Ossiam | 0.01% | Reduce -2.7% | 1,084 | $354K |
| Van Den Berg Management I, Inc. | 0.08% | Reduce -12.7% | 1,082 | $354K |
| Curat Global, LLC | 0.35% | Reduce -30.9% | 1,074 | $351K |
| Nomura Holdings Inc. | 0.00% | Reduce -14.7% | 1,072 | $350K |
| Checchi Capital Advisers, LLC | 0.02% | Add +10.3% | 1,066 | $348K |
| R Squared Ltd | 0.19% | Add +73.2% | 1,058 | $346K |
| BayBridge Capital Group, LLC | 0.21% | No change | 1,017 | $345K |
| Legacy Private Trust Co. | 0.02% | No change | 1,050 | $343K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,043 | $341K |
| Algert Global LLC | 0.01% | Add +14.3% | 1,040 | $340K |
| EntryPoint Capital, LLC | 0.10% | Reduce -6.2% | 1,038 | $339K |
| Worthington Financial Partners, LLC | 0.29% | No change | 1,036 | $339K |
| Walleye Trading LLC | 0.01% | Reduce -10.2% | 1,036 | $339K |
| Choreo, LLC | 0.00% | Add +10.1% | 1,024 | $335K |
| Fifth Third Bancorp | 0.00% | Reduce -17.6% | 1,018 | $333K |
| Diversified Trust Co. | 0.01% | Reduce -0.2% | 1,009 | $330K |
| STRS Ohio | 0.00% | Reduce -0.2% | 992 | $324K |
| Sagewood Asset Management LP | 0.10% | New | 974 | $318K |
| V-Square Quantitative Management LLC | 0.03% | Add +4.0% | 968 | $316K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 965 | $315K |
| Van Eck Associates Corp. | 0.00% | Add +4.9% | 965 | $315K |
| Retirement Planning Co of New England, Inc. | 0.13% | Add +1.8% | 964 | $315K |
| Gateway Wealth Partners, LLC | 0.01% | New | 954 | $312K |
| Siemens Fonds Invest GmbH | 0.02% | Reduce -11.2% | 948 | $310K |
| Center For Asset Management LLC | 0.15% | Add +4.7% | 932 | $305K |
| Trail Ridge Investment Advisors, LLC | 0.13% | Reduce -31.2% | 925 | $302K |
| Qsemble Capital Management, LP | 0.02% | Reduce -94.0% | 925 | $302K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -57.3% | 920 | $301K |
| Park Avenue Securities LLC | 0.00% | New | 918 | $300K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 916 | $299K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -2.8% | 898 | $294K |
| Oslo Pensjonsforsikring AS | 0.05% | — | 897 | $293K |
| Frec Markets, Inc. | 0.05% | New | 891 | $291K |
| Sit Investment Associates Inc. | 0.01% | No change | 886 | $290K |
| Coldstream Capital Management Inc. | 0.00% | Add +12.4% | 880 | $288K |
| Advyzon Investment Management, LLC | 0.03% | Add +4.4% | 872 | $285K |
| Vise Technologies, Inc. | 0.01% | No change | 829 | $281K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +3.6% | 859 | $281K |
| Wealthfront Advisers LLC | 0.00% | Add +17.9% | 835 | $273K |
| Huntington National Bank | 0.00% | Reduce -34.1% | 832 | $272K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.9% | 831 | $272K |
| Ostrum Asset Management | 0.01% | Add +147.9% | 813 | $266K |
| J. Team Financial, Inc. | 0.30% | Reduce -9.7% | 807 | $264K |
| Moors & Cabot, Inc. | 0.01% | Add +7.7% | 781 | $255K |
| Patton Fund Management, Inc. | 0.04% | Add +8.8% | 767 | $251K |
| Parallel Advisors, LLC | 0.00% | Add +70.1% | 767 | $251K |
| Cambient Family Office, LLC | 0.03% | Add +3.1% | 765 | $250K |
| Rothschild Investment LLC | 0.01% | Reduce -43.5% | 736 | $241K |
| Cibc World Market Inc. | 0.00% | Reduce -4.4% | 736 | $241K |
| Brown Brothers Harriman & Co. | 0.00% | Add +329.2% | 734 | $240K |
| Bank of Stockton | 0.07% | Reduce -32.4% | 730 | $239K |
| World Investment Advisors | 0.00% | Reduce -21.1% | 723 | $236K |
| Brevan Howard Capital Management LP | 0.00% | New | 710 | $232K |
| Red Door Wealth Management, LLC | 0.02% | Add +4.0% | 707 | $231K |
| TCW Group Inc. | 0.00% | Add +5.1% | 704 | $230K |
| Brooklyn Investment Group | 0.01% | New | 693 | $227K |
| Canvas Wealth Advisors, LLC | 0.04% | Add +4.2% | 691 | $226K |
| Praxis Investment Management Inc. | 0.01% | Reduce -60.8% | 679 | $222K |
| Fieldview Capital Management, LLC | 0.06% | New | 673 | $220K |
| Kera Capital Partners, Inc. | 0.03% | Reduce -12.4% | 665 | $217K |
| Tred Avon Family Wealth, LLC | 0.07% | Add +6.5% | 657 | $215K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -38.9% | 635 | $208K |
| MBA Advisors LLC | 0.08% | Reduce -13.8% | 632 | $207K |
| Smithfield Trust Co | 0.01% | No change | 630 | $205K |
| Summitry LLC | 0.01% | New | 618 | $202K |
| GenTrust, LLC | 0.01% | Reduce -29.5% | 616 | $201K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -0.8% | 615 | $201K |
| Blair William & Co. | 0.00% | Reduce -20.8% | 612 | $200K |
| Quent Capital, LLC | 0.01% | Reduce -15.2% | 608 | $199K |
| Allworth Financial LP | 0.00% | Reduce -18.0% | 580 | $190K |
| Jones Financial Companies LLLP | 0.00% | Reduce -32.7% | 587 | $187K |
| CX Institutional | 0.01% | Reduce -14.3% | 559 | $183K |
| Walleye Capital LLC | 0.00% | Reduce -29.1% | 557 | $182K |
| Blue Trust, Inc. | 0.00% | Reduce -29.2% | 551 | $180K |
| Webster Bank, N. A. | 0.02% | No change | 500 | $163K |
| Versant Capital Management, Inc | 0.02% | Add +48.1% | 471 | $154K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -58.5% | 441 | $144K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.4% | 433 | $142K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.4% | 432 | $141K |
| Banque Cantonale Vaudoise | 0.01% | New | 430 | $141K |
| Ancora Advisors LLC | 0.00% | Add +3.2% | 391 | $128K |
| Mather Group, Llc. | 0.00% | New | 390 | $127K |
| Advisory Services Network, LLC | 0.00% | New | 387 | $127K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 376 | $123K |
| NewEdge Advisors, LLC | 0.00% | Reduce -72.3% | 370 | $121K |
| Rossby Financial, LCC | 0.02% | Add +21.9% | 368 | $119K |
| Signaturefd, LLC | 0.00% | Add +64.1% | 338 | $110K |
| Grove Bank & Trust | 0.01% | Reduce -0.3% | 288 | $94K |
| SJS Investment Consulting Inc. | 0.01% | Add +85.3% | 252 | $82K |
| Hantz Financial Services, Inc. | 0.00% | Add +69.6% | 251 | $82K |
| Asset Dedication, LLC | 0.01% | No change | 250 | $82K |
| Private Trust Co. NA | 0.01% | Reduce -3.5% | 246 | $80K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -2.2% | 227 | $74K |
| UMB Bank, n.a. | 0.00% | Add +34.7% | 202 | $66K |
| First Financial Corp. | 0.03% | No change | 200 | $65K |
| Essential Partners LLC | 0.02% | Reduce -67.1% | 196 | $64K |
| CENTRAL TRUST Co | 0.00% | Reduce -32.5% | 191 | $62K |
| Covestor Ltd | 0.04% | Reduce -20.8% | 179 | $59K |
| Root Financial Partners, LLC | 0.00% | Add +70.1% | 165 | $54K |
| TopTier Wealth Management, LLC | 0.03% | New | 160 | $52K |
| IFP Advisors, Inc | 0.00% | Reduce -70.8% | 146 | $48K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 144 | $47K |
| Colonial Trust Co / SC | 0.01% | Reduce -76.8% | 127 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 115 | $38K |
| CYBER HORNET ETFs LLC | 0.02% | Reduce -7.3% | 115 | $37K |
| Quarry LP | 0.01% | New | 111 | $36K |
| Montag A & Associates Inc. | 0.00% | No change | 110 | $36K |
| True Wealth Design, LLC | 0.01% | Reduce -30.8% | 108 | $35K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -8.8% | 104 | $34K |
| Thompson Investment Management, Inc. | 0.00% | No change | 104 | $34K |
| Clearstead Advisors, LLC | 0.00% | Reduce -91.0% | 101 | $33K |
| Arax Advisory Partners | 0.00% | Add +148.7% | 97 | $33K |
| Activest Wealth Management | 0.01% | No change | 99 | $32K |
| WPG Advisers, LLC | 0.02% | Reduce -11.1% | 96 | $31K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +124.4% | 92 | $30K |
| Sunbelt Securities, Inc. | 0.00% | No change | 92 | $30K |
| Eastern Bank | 0.00% | No change | 90 | $29K |
| Cromwell Holdings LLC | 0.02% | Add +1.1% | 89 | $29K |
| Tsfg, LLC | 0.00% | No change | 90 | $29K |
| Vanguard National Trust Co | 0.00% | — | 84 | $27K |
| DT Investment Partners, LLC | 0.00% | No change | 82 | $27K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 80 | $26K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -49.4% | 80 | $26K |
| CVA Family Office, LLC | 0.00% | Add +204.0% | 76 | $25K |
| Chesapeake Asset Management LLC | 0.02% | No change | 76 | $25K |
| Cornerstone Planning Group LLC | 0.00% | Add +12.9% | 70 | $24K |
| Sachetta, LLC | 0.01% | Add +415.4% | 67 | $22K |
| TD Waterhouse Canada Inc. | 0.00% | New | 65 | $21K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 64 | $21K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -3.1% | 63 | $21K |
| Zions Bancorporation, National Association | 0.00% | Add +21.1% | 63 | $21K |
| Caldwell Trust Co | 0.00% | No change | 62 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -40.8% | 61 | $20K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 60 | $20K |
| Whipplewood Advisors, LLC | 0.01% | Add +2850.0% | 59 | $19K |
| Piscataqua Savings Bank | 0.01% | No change | 56 | $18K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 53 | $17K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.7% | 52 | $17K |
| Nova Wealth Management, Inc. | 0.01% | No change | 50 | $16K |
| WealthCollab, LLC | 0.01% | New | 48 | $16K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 46 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -25.9% | 43 | $14K |
| LRI Investments, LLC | 0.00% | Add +7.7% | 42 | $14K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +51.9% | 41 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $13K |
| Larson Financial Group LLC | 0.00% | Add +156.3% | 41 | $13K |
| Rakuten Securities, Inc. | 0.01% | Add +33.3% | 40 | $13K |
| Barrett & Company, Inc. | 0.00% | No change | 40 | $13K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 40 | $13K |
| Investors Research Corp | 0.00% | No change | 38 | $12K |
| Highline Wealth Partners LLC | 0.00% | Add +3500.0% | 36 | $12K |
| Prosperity Bancshares Inc | 0.01% | Add +3300.0% | 34 | $11K |
| Clearstead Trust, LLC | 0.00% | Add +209.1% | 34 | $11K |
| Caitlin John, LLC | 0.01% | No change | 33 | $11K |
| Archer Investment Corp | 0.00% | New | 30 | $10K |
| MV Capital Management, Inc. | 0.00% | No change | 28 | $9K |
| SouthState Bank Corp | 0.00% | No change | 27 | $9K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.9% | 27 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 26 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 25 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +118.2% | 24 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 23 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Add +155.6% | 23 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -34.4% | 21 | $7K |
| FWL Investment Management, LLC | 0.00% | No change | 21 | $7K |
| Fortitude Family Office, LLC | 0.00% | Add +133.3% | 21 | $7K |
| Manchester Capital Management LLC | 0.00% | No change | 21 | $7K |
| Fideuram Asset Management (Ireland) dac | 0.00% | Reduce -99.3% | 20 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -14.3% | 18 | $6K |
| Kilter Group LLC | 0.00% | Add +466.7% | 17 | $6K |
| Destiny Wealth Partners, LLC | 0.00% | New | 17 | $6K |
| Ascentis Independent Advisors | 0.00% | New | 17 | $6K |
| Kemnay Advisory Services Inc. | 0.00% | New | 16 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -44.8% | 16 | $5K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 15 | $5K |
| Raffa Wealth Management, LLC | 0.00% | Add +7.7% | 14 | $5K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -97.9% | 13 | $4K |
| Park Square Financial Group, LLC | 0.03% | Add +18.2% | 13 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 13 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 13 | $4K |
| GW&K Investment Management, LLC | 0.00% | Reduce -43.5% | 13 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 12 | $4K |
| Abound Wealth Management | 0.00% | No change | 11 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +450.0% | 11 | $4K |
| Wall Street Financial Group, Inc. | 0.00% | New | 10 | $3K |
| North Star Investment Management Corp. | 0.00% | Add +25.0% | 10 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 10 | $3K |
| SHP Wealth Management | 0.00% | Reduce -43.8% | 9 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 9 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 9 | $3K |
| Spire Wealth Management | 0.00% | Add +60.0% | 8 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 8 | $3K |
| Inspire Investing, LLC | 0.00% | No change | 8 | $3K |
| Torren Management, LLC | 0.00% | Reduce -41.7% | 7 | $2K |
| Summit Securities Group LLC | 0.00% | Reduce -88.5% | 7 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 7 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| HM Payson & Co. | 0.00% | No change | 7 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 6 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 6 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +150.0% | 5 | $2K |
| Corsicana & Co. | 0.00% | New | 4 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 4 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 5 | $1K |
| Vanguard Advisers Inc. | 0.00% | — | 3 | $999 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 3 | $981 |
| Clark Wealth Partners | 0.00% | New | 3 | $981 |
| Elevation Wealth Partners, LLC | 0.00% | New | 3 | $981 |
| Bare Financial Services, Inc | 0.00% | New | 3 | $981 |
| Westside Investment Management, Inc. | 0.00% | No change | 3 | $981 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $981 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +50.0% | 3 | $981 |
| Crewe Advisors LLC | 0.00% | No change | 3 | $981 |
| Picton Mahoney Asset Management | 0.00% | No change | 3 | $981 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $717 |
| 1015 Capital Partners, LLC | 0.00% | No change | 2 | $654 |
| Evolution Wealth Management Inc. | 0.00% | No change | 2 | $654 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 2 | $654 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $654 |
| Burk Holdings LLC | 0.00% | New | 2 | $654 |
| Financial Consulate, Inc. | 0.00% | New | 2 | $654 |
| Key Financial Inc | 0.00% | Reduce -98.7% | 2 | $654 |
| Westfuller Advisors, LLC | 0.00% | No change | 1 | $329 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $327 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $327 |
| Redwood Park Advisors LLC | 0.00% | No change | 1 | $327 |
| Curio Wealth, LLC | 0.00% | New | 1 | $327 |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $327 |
| Motco | 0.00% | No change | 1 | $327 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $327 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $327 |
| Y.D. More Investments Ltd | 0.00% | Reduce -13.3% | 26 | $27 |
| Avion Wealth | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.