Everest GroupEG
13F holders, Q2 2026 (June 30)690holders +20
77new positions
59sold out
8famous investors
$364.43avg. 13F price*
At the end of Q2 2026, 690 institutions reported holding Everest Group Ltd. (EG) in their 13F filings, up 20 from Q1 2026. 77 opened new positions and 59 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Capital Management LLC ($922.8M) and Vanguard Portfolio Management LLC ($739.1M). 8 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Everest Group Ltd.
- Sector
- Finance
- CUSIP
- G3223R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $98.7M |
| Exits | 59 | $55.0M |
All 13F filers, Q1 2026 → Q2 2026: 3,722,154 shares bought and 3,343,305 shares sold, net +378,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 690 holders
| BlackRock, Inc. | 0.02% | Reduce -2.3% | 3,220,769 | $1.2B |
| Vanguard Capital Management LLC | 0.02% | Reduce -1.9% | 2,583,110 | $922.8M |
| Vanguard Portfolio Management LLC | 0.03% | Reduce -4.6% | 2,068,927 | $739.1M |
| Norges Bank | 0.07% | — | 1,929,157 | $689.2M |
| Massachusetts Financial Services Co. | 0.21% | Add +26.5% | 964,755 | $660.4M |
| State Street Corp. | 0.02% | Reduce -0.3% | 1,844,732 | $659.0M |
| AQR Capital Management | 0.17% | Add +2.8% | 1,404,638 | $501.8M |
| Geode Capital Management, LLC | 0.02% | Reduce -2.4% | 1,155,825 | $411.4M |
| Vulcan Value Partners, LLC | 11.28% | Reduce -23.9% | 1,036,906 | $370.4M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.06% | Reduce -4.5% | 981,772 | $350.7M |
| Alliancebernstein L.P. | 0.11% | Add +43.1% | 1,043,298 | $341.0M |
| Invesco Ltd. | 0.02% | Add +7.3% | 871,481 | $311.3M |
| Altrinsic Global Advisors LLC | 9.98% | Reduce -2.2% | 760,522 | $271.7M |
| First Trust Advisors LP | 0.13% | Add +404.1% | 614,688 | $219.6M |
| Boston Partners | 0.18% | Add +13.4% | 576,832 | $206.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +17.6% | 487,758 | $174.3M |
| William Blair Investment Management, LLC | 0.52% | Reduce -5.2% | 479,877 | $171.4M |
| Wellington Management Group LLP | 0.03% | Reduce -51.6% | 470,633 | $168.1M |
| Morgan Stanley | 0.01% | Add +13.9% | 467,462 | $167.0M |
| Donald Smith & Co., Inc. | 2.71% | Reduce -6.8% | 428,873 | $153.2M |
| HSBC Holdings PLC | 0.07% | Reduce -8.8% | 410,228 | $146.7M |
| LSV Asset Management | 0.25% | Reduce -0.1% | 386,250 | $138.0M |
| Northern Trust Corp. | 0.02% | Reduce -7.8% | 378,461 | $135.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.3% | 359,268 | $128.3M |
| Fuller & Thaler Asset Management, Inc. | 0.33% | Reduce -2.9% | 342,042 | $122.2M |
| Polar Capital Holdings Plc | 0.33% | Reduce -18.3% | 329,500 | $117.7M |
| Bank of America Corp. | 0.01% | Add +29.7% | 302,612 | $108.1M |
| Assetmark, Inc. | 0.18% | Add +3.1% | 296,814 | $106.0M |
| Talaria Asset Management Pty Ltd | 21.54% | Add +25.4% | 281,800 | $100.7M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +1122.2% | 279,439 | $99.8M |
| Victory Capital Management Inc. | 0.06% | Add +1.2% | 279,342 | $99.8M |
| UBS Group AG | 0.02% | Add +21.4% | 273,904 | $97.8M |
| Earnest Partners LLC | 0.35% | Add +1.4% | 271,712 | $97.1M |
| Legal & General Group Plc | 0.02% | Add +0.7% | 269,461 | $96.3M |
| Causeway Capital Management LLC | 0.98% | Add +1.1% | 252,702 | $90.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +8.8% | 235,932 | $84.3M |
| Vanguard Fiduciary Trust Co. | 0.02% | Reduce -3.3% | 221,973 | $79.3M |
| Sei Investments Co. | 0.06% | Add +58.3% | 201,953 | $72.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.1% | 200,235 | $71.5M |
| SG Americas Securities, LLC | 0.04% | Add +249.4% | 194,624 | $69.5M |
| Jacobs Levy Equity Management, Inc. | 0.24% | Reduce -17.8% | 189,485 | $67.7M |
| Barclays PLC | 0.02% | Add +19.9% | 187,439 | $67.0M |
| Nuveen, LLC | 0.02% | Reduce -13.8% | 185,598 | $66.3M |
| Balyasny Asset Management L.P. | 0.11% | Reduce -44.0% | 162,213 | $57.9M |
| Deutsche Bank AG | 0.02% | Add +0.8% | 161,837 | $57.8M |
| Woodline Partners LP | 0.18% | Add +1888.8% | 159,541 | $57.0M |
| Amundi | 0.01% | Reduce -26.1% | 157,421 | $56.2M |
| Renaissance Technologies | 0.08% | Reduce -3.9% | 155,840 | $55.7M |
| Jupiter Topco LLC | 0.02% | — | 146,313 | $52.3M |
| JPMorgan Chase & Co. | 0.00% | Add +33.2% | 140,236 | $51.1M |
| BNP Paribas Financial Markets | 0.03% | Add +6.9% | 136,070 | $48.6M |
| Perpetual Ltd | 0.69% | Add +3.0% | 135,942 | $48.6M |
| Ameriprise Financial Inc. | 0.01% | Add +0.8% | 135,594 | $48.4M |
| Robeco Institutional Asset Management B.V. | 0.06% | Add +237.1% | 134,183 | $47.9M |
| Davis Selected Advisers | 0.19% | Reduce -10.3% | 126,423 | $45.2M |
| Voloridge Investment Management, LLC | 0.19% | Reduce -33.1% | 124,207 | $44.4M |
| Deprince Race & Zollo Inc. | 0.74% | Reduce -3.5% | 123,009 | $43.9M |
| General American Investors Co. Inc. | 2.66% | Reduce -4.9% | 122,909 | $43.9M |
| Franklin Resources Inc. | 0.01% | Reduce -12.5% | 120,550 | $43.1M |
| Citadel Advisors | 0.03% | Reduce -55.6% | 120,459 | $43.0M |
| Mackenzie Financial Corp. | 0.04% | Add +221.7% | 119,470 | $42.7M |
| American Century Companies Inc. | 0.02% | Add +309.4% | 116,377 | $41.6M |
| Systematic Financial Management LP | 0.81% | Reduce -4.6% | 114,411 | $40.9M |
| Swiss National Bank | 0.02% | Reduce -8.4% | 112,880 | $40.3M |
| Storebrand Asset Management As | 0.09% | Add +10.4% | 106,095 | $37.9M |
| Citigroup Inc. | 0.02% | Add +93.3% | 105,377 | $37.6M |
| Russell Investments Group, Ltd. | 0.03% | Add +29.6% | 105,162 | $37.6M |
| South Dakota Investment Council | 0.63% | Add +1.0% | 102,992 | $36.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.1% | 97,850 | $35.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +2.1% | 97,079 | $34.7M |
| Quantinno Capital Management LP | 0.04% | Add +27.2% | 94,812 | $33.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -2.5% | 94,000 | $33.6M |
| Vanguard Global Advisers, LLC | 0.02% | Reduce -3.3% | 92,263 | $33.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | Add +6.8% | 90,469 | $32.3M |
| SEB Asset Management AB | 0.12% | Reduce -21.9% | 87,543 | $31.3M |
| FMR LLC | 0.00% | Reduce -16.3% | 83,760 | $29.9M |
| Jain Global LLC | 0.37% | New | 82,150 | $29.3M |
| Bank of Montreal | 0.01% | Add +9.0% | 80,420 | $28.7M |
| California Public Employees Retirement System | 0.02% | Reduce -16.8% | 78,256 | $28.0M |
| Capitolis Liquid Global Markets LLC | 0.12% | New | 77,000 | $27.5M |
| Rhumbline Advisers | 0.02% | Reduce -4.6% | 76,862 | $27.5M |
| Lazard Asset Management LLC | 0.04% | Add +12.7% | 76,705 | $27.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -7.3% | 73,445 | $26.2M |
| GMO | 0.06% | Add +31.2% | 73,051 | $26.1M |
| Bridgewater Associates | 0.11% | Add +310.6% | 72,182 | $25.8M |
| KLP Kapitalforvaltning As | 0.08% | Add +3.0% | 71,621 | $25.6M |
| Equitable Trust Co. | 1.05% | Add +28.7% | 70,117 | $25.0M |
| Vest Financial, LLC | 0.24% | Add +1051.8% | 65,112 | $23.3M |
| Panagora Asset Management Inc. | 0.07% | Add +1038.3% | 64,814 | $23.2M |
| New York State Common Retirement Fund | 0.03% | Add +2.5% | 62,299 | $22.3M |
| Lighthouse Investment Partners, LLC | 0.68% | Add +1096.4% | 61,541 | $22.0M |
| TCTC Holdings, LLC | 0.57% | No change | 60,800 | $21.7M |
| Capital Fund Management S.A. | 0.15% | Add +72.3% | 57,528 | $20.6M |
| ASR Vermogensbeheer N.V. | 0.21% | Add +694.0% | 57,365 | $20.5M |
| HRT Financial LP | 0.04% | Reduce -45.9% | 56,950 | $20.3M |
| Arnhold LLC | 1.41% | Add +18.1% | 56,338 | $20.1M |
| M&G PLC | 0.10% | Add +18.5% | 55,510 | $19.8M |
| Te Ahumairangi Investment Management Ltd | 3.16% | Add +3.1% | 54,839 | $19.6M |
| Danske Bank A/S | 0.04% | Reduce -2.3% | 52,232 | $18.7M |
| California State Teachers Retirement System | 0.02% | Reduce -16.7% | 52,060 | $18.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -5.9% | 51,054 | $18.3M |
| Mirabella Financial Services LLP | 1.91% | Reduce -16.6% | 50,444 | $18.0M |
| Public Sector Pension Investment Board | 0.05% | Add +334.0% | 50,293 | $18.0M |
| Martingale Asset Management L P | 0.42% | Reduce -0.0% | 50,131 | $17.9M |
| Millennium Management | 0.01% | Add +257.1% | 49,503 | $17.7M |
| Allianz Asset Management GmbH | 0.02% | Add +6.1% | 48,395 | $17.3M |
| HighTower Advisors, LLC | 0.02% | Add +1481.9% | 48,043 | $17.2M |
| Grace & White Inc. | 2.75% | No change | 47,998 | $17.1M |
| Adams Diversified Equity Fund, Inc. | 0.51% | Add +73.3% | 46,800 | $16.7M |
| Principal Financial Group Inc. | 0.01% | Add +1.0% | 45,940 | $16.4M |
| TD Asset Management Inc | 0.01% | Reduce -3.3% | 44,096 | $15.8M |
| Prana Capital Management, LP | 0.45% | Reduce -36.6% | 41,657 | $14.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -4.6% | 40,955 | $14.6M |
| Cerity Partners LLC | 0.02% | Add +12.4% | 40,707 | $14.5M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -0.6% | 40,383 | $14.4M |
| Korea Investment CORP | 0.03% | Reduce -9.5% | 39,668 | $14.2M |
| Teacher Retirement System of Texas | 0.04% | Add +558.4% | 39,188 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +16.8% | 38,874 | $13.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +21.6% | 38,291 | $13.7M |
| Aberdeen Group plc | 0.02% | Add +6.4% | 37,751 | $13.5M |
| LMCG Investments, LLC | 0.70% | Reduce -0.1% | 36,815 | $13.2M |
| Gillson Capital LP | 0.76% | New | 36,100 | $12.9M |
| Aviva PLC | 0.02% | Reduce -3.1% | 35,486 | $12.7M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -2.8% | 35,281 | $12.6M |
| Empowered Funds, LLC | 0.07% | Add +8.8% | 34,640 | $12.4M |
| Frontier Capital Management Co. LLC | 0.11% | Reduce -4.2% | 34,190 | $12.2M |
| Creative Planning | 0.01% | Add +38.5% | 34,035 | $12.2M |
| Hudson Bay Capital Management LP | 0.06% | Add +61.6% | 32,811 | $11.7M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 32,360 | $11.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -6.8% | 32,048 | $11.4M |
| Corient Private Wealth LP | 0.02% | Reduce -7.0% | 31,705 | $11.3M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +0.6% | 34,244 | $11.2M |
| FIL Ltd | 0.01% | Add +16.2% | 30,637 | $10.9M |
| Ieq Capital, LLC | 0.05% | Reduce -10.0% | 29,403 | $10.5M |
| Mediolanum International Funds Ltd | 0.09% | Add +5.7% | 29,092 | $10.5M |
| NFC Investments, LLC | 2.64% | Reduce -0.2% | 29,066 | $10.4M |
| Man Group plc | 0.02% | Reduce -18.3% | 29,039 | $10.4M |
| Nuance Investments, LLC | 1.73% | Reduce -47.0% | 28,398 | $10.1M |
| Clough Capital Partners L P | 0.80% | Add +0.1% | 27,534 | $9.8M |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.17% | Reduce -2.2% | 26,600 | $9.5M |
| Fideuram Asset Management (Ireland) dac | 0.18% | Add +139690.0% | 27,958 | $9.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.4% | 25,536 | $9.1M |
| APG Asset Management N.V. | 0.02% | Add +39.2% | 28,822 | $9.0M |
| Mariner, LLC | 0.01% | Add +23.4% | 24,861 | $8.9M |
| Toronto Dominion Bank | 0.01% | Add +0.5% | 24,634 | $8.8M |
| MUFG Securities EMEA plc | 0.09% | Add +1375.7% | 24,629 | $8.8M |
| XTX Topco Ltd | 0.11% | Add +22.7% | 24,544 | $8.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -15.7% | 23,857 | $8.5M |
| Glenmede Trust Co. NA | 0.04% | Reduce -2.1% | 23,792 | $8.5M |
| Clear Harbor Asset Management, LLC | 0.53% | Add +0.3% | 23,578 | $8.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -13.6% | 23,254 | $8.3M |
| Heartland Advisors Inc. | 0.37% | Reduce -3.2% | 23,172 | $8.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -3.8% | 22,752 | $8.1M |
| Daiwa Securities Group Inc. | 0.02% | Add +4.3% | 22,333 | $8.0M |
| Vanguard Investments Australia, Ltd. | 0.02% | Reduce -3.0% | 20,584 | $7.4M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -4.7% | 19,107 | $6.8M |
| Federated Hermes, Inc. | 0.01% | Add +1.9% | 18,783 | $6.7M |
| LPL Financial LLC | 0.00% | Reduce -4.7% | 18,503 | $6.6M |
| Dupree Financial Group, LLC | 2.43% | Reduce -48.2% | 18,184 | $6.5M |
| Swedbank AB | 0.01% | Add +2.0% | 18,163 | $6.5M |
| Waverly Advisors, LLC | 0.04% | Reduce -26.3% | 18,102 | $6.5M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +1.8% | 18,072 | $6.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +363.3% | 17,987 | $6.4M |
| Gotham Asset Management | 0.01% | Reduce -18.3% | 17,949 | $6.4M |
| Vestcor Inc | 0.16% | Reduce -7.1% | 17,912 | $6.4M |
| National Bank of Canada | 0.01% | Reduce -25.8% | 17,418 | $6.2M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -6.8% | 17,347 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.3% | 17,233 | $6.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +17.5% | 17,197 | $6.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -41.9% | 17,175 | $6.1M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -0.4% | 16,965 | $6.1M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -5.1% | 16,848 | $6.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.0% | 16,571 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.3% | 16,464 | $5.9M |
| Gsa Capital Partners LLP | 0.36% | Add +14.9% | 16,140 | $5.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +8.0% | 15,793 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +20.2% | 17,406 | $5.6M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -30.2% | 15,606 | $5.6M |
| Pathstone Holdings, LLC | 0.02% | Add +23.6% | 15,416 | $5.5M |
| Gateway Investment Advisers LLC | 0.05% | Add +216.3% | 15,282 | $5.5M |
| Northwest & Ethical Investments L.P. | 0.13% | Add +41.7% | 15,070 | $5.4M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -4.0% | 14,978 | $5.4M |
| Susquehanna Fundamental Investments, LLC | 0.10% | No change | 14,851 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +43.1% | 14,388 | $5.1M |
| Credit Agricole S A | 0.01% | Add +398.8% | 14,080 | $5.0M |
| MAI Capital Management | 0.02% | Add +20.8% | 13,865 | $5.0M |
| Xponance LLC | 0.03% | Reduce -15.5% | 13,859 | $5.0M |
| Algert Global LLC | 0.06% | Add +1208.4% | 13,607 | $4.9M |
| JB Capital LLC | 0.17% | Add +33.9% | 13,370 | $4.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +4.6% | 13,347 | $4.8M |
| OMERS ADMINISTRATION Corp | 0.03% | Add +39.5% | 13,311 | $4.8M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 13,085 | $4.7M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -15.6% | 12,656 | $4.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +4.1% | 12,901 | $4.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.1% | 12,900 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +15.7% | 12,727 | $4.5M |
| CM Management, LLC | 2.84% | Add +108.3% | 12,500 | $4.5M |
| Holocene Advisors, LP | 0.01% | Reduce -18.9% | 11,860 | $4.2M |
| Mn Services Vermogensbeheer B.V. | 0.03% | Reduce -26.7% | 11,832 | $4.2M |
| Bessemer Group Inc. | 0.01% | Add +13.1% | 11,764 | $4.2M |
| State of Michigan Retirement System | 0.02% | Reduce -2.5% | 11,711 | $4.2M |
| Summit Global Investments | 0.23% | Add +83.7% | 11,691 | $4.2M |
| Rafferty Asset Management, LLC | 0.01% | Add +16.5% | 11,524 | $4.1M |
| Arizona State Retirement System | 0.02% | Add +0.6% | 11,474 | $4.1M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -12.6% | 11,328 | $4.1M |
| Czech National Bank | 0.02% | Add +1.6% | 11,264 | $4.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | Reduce -6.7% | 11,243 | $4.0M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -3.8% | 10,947 | $3.9M |
| IFM Investors Pty Ltd | 0.03% | Reduce -5.6% | 10,943 | $3.9M |
| Sepio Capital, LP | 0.20% | Add +11.8% | 10,906 | $3.9M |
| Intech Investment Management LLC | 0.04% | Reduce -7.8% | 10,825 | $3.9M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -9.5% | 10,771 | $3.8M |
| US Bancorp \de | 0.00% | Add +7.2% | 10,422 | $3.7M |
| Candriam S.C.A. | 0.02% | Add +47.1% | 9,996 | $3.6M |
| AustralianSuper Pty Ltd | 0.02% | Reduce -96.1% | 9,849 | $3.5M |
| CIBC Asset Management Inc | 0.01% | Reduce -0.3% | 9,797 | $3.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -52.4% | 9,737 | $3.5M |
| Voya Investment Management LLC | 0.00% | Add +1.2% | 9,199 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -16.8% | 9,131 | $3.3M |
| Levin Capital Strategies, L.P. | 0.22% | New | 9,075 | $3.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -62.5% | 9,052 | $3.2M |
| National Pension Service | 0.00% | Add +83.2% | 9,007 | $3.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +8.8% | 9,005 | $3.2M |
| Gilman Hill Asset Management, LLC | 0.44% | Add +2.1% | 8,928 | $3.2M |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -1.0% | 8,928 | $3.2M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -33.9% | 8,862 | $3.2M |
| Fca Corp. | 0.78% | Add +5.3% | 8,827 | $3.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -82.9% | 8,746 | $3.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -7.8% | 8,740 | $3.1M |
| Swiss Life Asset Management Ltd | 0.01% | New | 8,516 | $3.0M |
| DNB Asset Management AS | 0.01% | Reduce -0.7% | 8,385 | $3.0M |
| ProShare Advisors LLC | 0.00% | Add +0.9% | 8,362 | $3.0M |
| Retirement Systems of Alabama | 0.01% | Reduce -3.8% | 8,312 | $3.0M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -1.3% | 8,162 | $2.9M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -0.9% | 8,011 | $2.9M |
| Agf Management Ltd. | 0.01% | Reduce -24.1% | 7,796 | $2.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -86.2% | 7,474 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -7.2% | 7,360 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +8.1% | 7,005 | $2.5M |
| Amalgamated Bank | 0.02% | Reduce -11.9% | 6,843 | $2.4M |
| Macquarie Group Ltd. | 0.01% | Reduce -22.0% | 6,771 | $2.4M |
| Inspire Investing, LLC | 0.10% | Add +83637.5% | 6,699 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 6,666 | $2.4M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.07% | Reduce -13.2% | 6,602 | $2.4M |
| Trexquant Investment LP | 0.01% | Add +54.7% | 6,468 | $2.3M |
| NEOS Investment Management LLC | 0.01% | Add +11.9% | 6,342 | $2.3M |
| Investment Management Corp of Ontario | 0.03% | Reduce -6.7% | 6,143 | $2.2M |
| Utah Retirement Systems | 0.02% | Reduce -11.2% | 6,006 | $2.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +3.8% | 6,006 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +4.7% | 6,001 | $2.1M |
| Aviance Capital Partners, LLC | 0.22% | Add +1.0% | 5,905 | $2.1M |
| Palouse Capital Management, Inc. | 1.34% | Add +5.6% | 5,638 | $2.0M |
| Polianta Ltd | 0.25% | New | 5,600 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.5% | 5,518 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -1.9% | 5,499 | $2.0M |
| Exchange Traded Concepts, LLC | 0.01% | Add +11.4% | 5,401 | $1.9M |
| Bank of Nova Scotia | 0.00% | Reduce -79.5% | 5,257 | $1.9M |
| KBC Group NV | 0.00% | Reduce -0.5% | 5,206 | $1.9M |
| Estate Counselors, LLC | 0.16% | Add +1.2% | 5,198 | $1.9M |
| Trust Co. of Toledo NA | 0.15% | No change | 5,146 | $1.8M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -36.7% | 5,061 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +3.8% | 5,035 | $1.8M |
| Meridian Investment Counsel Inc. | 0.39% | Reduce -6.1% | 5,030 | $1.8M |
| Harbor Advisors LLC | 0.22% | No change | 5,000 | $1.8M |
| RBF Capital, LLC | 0.07% | No change | 5,000 | $1.8M |
| Sompo Asset Management Co., Ltd. | 0.29% | Reduce -12.7% | 4,885 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +3.2% | 4,863 | $1.7M |
| Nordea Investment Management AB | 0.00% | Add +2.6% | 4,783 | $1.7M |
| Dockside LLC | 0.38% | — | 4,520 | $1.6M |
| Allstate Corp. | 0.02% | Reduce -9.7% | 4,472 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -36.8% | 4,435 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.8% | 4,392 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +64.0% | 4,380 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.6% | 4,354 | $1.6M |
| Tidal Investments LLC | 0.00% | Reduce -28.8% | 4,349 | $1.6M |
| First Manhattan Co. Llc. | 0.00% | No change | 4,200 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -0.9% | 4,132 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -2.0% | 4,113 | $1.5M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -5.8% | 4,077 | $1.5M |
| Numerai GP LLC | 0.12% | Add +175.4% | 4,067 | $1.5M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -1.9% | 4,021 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.5% | 3,961 | $1.4M |
| Twin Capital Management Inc. | 0.15% | Reduce -0.8% | 3,946 | $1.4M |
| Poehling Capital Management, INC. | 0.30% | Reduce -1.2% | 3,872 | $1.4M |
| Hillsdale Investment Management Inc. | 0.03% | Add +11.6% | 3,850 | $1.4M |
| Uncommon Cents Investing LLC | 0.30% | Add +0.3% | 3,823 | $1.4M |
| Ethic Inc. | 0.02% | Reduce -33.9% | 3,817 | $1.4M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -16.4% | 3,816 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +14.4% | 3,776 | $1.3M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -39.7% | 3,755 | $1.3M |
| Independent Advisor Alliance | 0.03% | Add +32.0% | 3,739 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +41.0% | 3,738 | $1.3M |
| Delphi Management Inc. | 1.30% | Add +24.6% | 3,710 | $1.3M |
| Sculati Wealth Management, LLC | 0.43% | Add +9.1% | 3,353 | $1.3M |
| Brevan Howard Capital Management LP | 0.02% | Add +404.4% | 3,581 | $1.3M |
| WINTON GROUP Ltd | 0.04% | Reduce -36.3% | 3,519 | $1.3M |
| Regions Financial Corp. | 0.01% | Reduce -16.6% | 3,514 | $1.3M |
| Brown Advisory Inc. | 0.00% | New | 3,505 | $1.3M |
| Picton Mahoney Asset Management | 0.01% | Add +115900.0% | 3,480 | $1.2M |
| Allied Private Wealth LLC | 0.79% | — | 3,334 | $1.2M |
| Strategic Investment Advisors / MI | 0.07% | Reduce -7.5% | 3,439 | $1.2M |
| Commerzbank Aktiengesellschaft | 0.02% | Reduce -5.1% | 3,393 | $1.2M |
| Impact Partnership Wealth, LLC | 0.12% | Add +18.6% | 3,381 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -19.7% | 3,377 | $1.2M |
| Vident Advisory, LLC | 0.01% | Add +16.1% | 3,363 | $1.2M |
| State of Wyoming | 0.12% | Add +59.3% | 3,305 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,298 | $1.2M |
| Callan Family Office, LLC | 0.02% | Reduce -8.8% | 3,294 | $1.2M |
| CSS LLC | 0.16% | Reduce -12.3% | 3,270 | $1.2M |
| Prudential Financial Inc. | 0.00% | Reduce -3.4% | 3,234 | $1.2M |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -0.4% | 3,206 | $1.1M |
| Icon Advisers Inc. | 0.22% | New | 3,200 | $1.1M |
| Nomura Asset Management International Inc. | 0.00% | No change | 3,200 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Reduce -14.8% | 3,178 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Add +55.0% | 3,147 | $1.1M |
| Mizuho Securities USA LLC | 0.02% | Add +25.9% | 3,098 | $1.1M |
| Nomura Holdings Inc. | 0.00% | Add +182.2% | 3,025 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.1% | 3,019 | $1.1M |
| Cookson Peirce & Co. Inc. | 0.03% | Add +5.2% | 2,956 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Add +7.4% | 2,920 | $1.0M |
| Saudi Central Bank | 0.01% | Add +80.8% | 2,801 | $1.0M |
| J. Safra Sarasin Holding AG | 0.01% | Add +6.1% | 2,857 | $994K |
| Hartford Investment Management Co. | 0.03% | Reduce -13.1% | 2,774 | $991K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -30.7% | 2,770 | $990K |
| Acadian Asset Management LLC | 0.00% | New | 2,690 | $960K |
| Accurate Wealth Management, LLC | 0.09% | New | 2,572 | $953K |
| Leuthold Group, LLC | 0.10% | New | 2,658 | $950K |
| Foster & Motley Inc. | 0.04% | Reduce -6.8% | 2,643 | $944K |
| Neuberger Berman Group LLC | 0.00% | Add +8.5% | 2,634 | $941K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +494.0% | 2,566 | $917K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -1.1% | 2,540 | $907K |
| Commerce Bank | 0.00% | Reduce -1.2% | 2,528 | $903K |
| Croban | 0.40% | Add +5.1% | 2,528 | $903K |
| Norinchukin Bank, The | 0.01% | Reduce -2.3% | 2,514 | $898K |
| Merit Financial Group, LLC | 0.01% | Add +17.8% | 2,491 | $890K |
| CenterBook Partners LP | 0.04% | New | 2,465 | $881K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +2.5% | 2,345 | $870K |
| Daymark Wealth Partners, LLC | 0.02% | Add +4.1% | 2,432 | $869K |
| Engineers Gate Manager LP | 0.01% | New | 2,406 | $859K |
| Abn Amro Investment Solutions | 0.01% | Add +43.2% | 2,368 | $846K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +31.2% | 2,351 | $840K |
| Raiffeisen Bank International AG | 0.01% | Reduce -4.1% | 2,314 | $835K |
| LS Investment Advisors, LLC | 0.11% | Reduce -2.9% | 2,336 | $834K |
| Sacks & Associates, LLC | 0.55% | Reduce -3.0% | 2,198 | $822K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -43.4% | 2,301 | $822K |
| Aster Capital Management (DIFC) Ltd | 0.17% | New | 2,262 | $808K |
| Schroder Investment Management Group | 0.00% | Add +65.1% | 2,237 | $807K |
| Worldquant Millennium Advisors LLC | 0.00% | Add +59.5% | 2,216 | $792K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 2,166 | $774K |
| Frec Markets, Inc. | 0.07% | Add +142.0% | 2,156 | $770K |
| FJ Capital Management LLC | 0.10% | New | 2,147 | $767K |
| New Mexico Educational Retirement Board | 0.02% | Add +5.0% | 2,100 | $750K |
| Sagewood Asset Management LP | 0.17% | Add +115.2% | 2,096 | $749K |
| Machina Capital S.A.S. | 0.12% | New | 2,092 | $747K |
| Edmond DE Rothschild Holding S.A. | 0.01% | New | 2,062 | $737K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -47.2% | 2,052 | $734K |
| Havemeyer Place LP | 0.07% | Reduce -27.7% | 2,020 | $722K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,011 | $718K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.8% | 2,000 | $714K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -0.9% | 1,996 | $713K |
| Citadel Investment Advisory, Inc. | 0.32% | No change | 1,960 | $700K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -12.2% | 1,952 | $697K |
| Krilogy Financial LLC | 0.02% | Add +14.0% | 1,949 | $696K |
| Chicago Partners Investment Group LLC | 0.01% | Add +43.6% | 1,835 | $689K |
| Osmosis Investment Management UK Ltd | 0.03% | Reduce -8.9% | 1,923 | $687K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.7% | 1,908 | $682K |
| &partners | 0.00% | Reduce -1.0% | 1,904 | $680K |
| Dakota Wealth Management | 0.01% | Reduce -3.4% | 1,902 | $679K |
| Meeder Advisory Services, Inc. | 0.02% | Add +16.6% | 1,899 | $678K |
| Atom Investors LP | 0.06% | Reduce -42.8% | 1,887 | $674K |
| BayBridge Capital Group, LLC | 0.34% | Add +80.9% | 1,840 | $657K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.3% | 1,822 | $656K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -5.2% | 1,824 | $652K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 1,816 | $649K |
| United Capital Financial Advisors, LLC | 0.00% | Add +9.5% | 1,815 | $648K |
| Lido Advisors, LLC | 0.00% | Add +55.9% | 1,797 | $642K |
| Brighton Jones LLC | 0.01% | Reduce -6.4% | 1,775 | $634K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.2% | 1,772 | $633K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.4% | 1,761 | $629K |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 1,738 | $621K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.5% | 1,737 | $621K |
| GAMMA Investing LLC | 0.02% | Add +46.0% | 1,730 | $618K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -72.6% | 1,708 | $616K |
| iSAM Funds (UK) Ltd | 0.43% | New | 1,720 | $614K |
| Unison Advisors LLC | 0.04% | Add +0.5% | 1,719 | $614K |
| Prudential PLC | 0.00% | No change | 1,718 | $614K |
| M&T Bank Corp | 0.00% | Reduce -12.5% | 1,686 | $602K |
| Curi Capital, LLC | 0.01% | Reduce -1.3% | 1,644 | $587K |
| Stoneridge Investment Partners LLC | 0.38% | New | 1,562 | $584K |
| Leonteq Securities AG | 0.03% | Reduce -0.6% | 1,626 | $581K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +0.1% | 1,616 | $577K |
| Vise Technologies, Inc. | 0.01% | Add +87.2% | 1,552 | $555K |
| Bridgefront Capital, LLC | 0.14% | New | 1,540 | $550K |
| Sivia Capital Partners, LLC | 0.07% | New | 1,530 | $547K |
| D. E. Shaw & Co. | 0.00% | Reduce -91.9% | 1,525 | $545K |
| Centiva Capital, LP | 0.02% | New | 1,523 | $544K |
| Jane Street Group, LLC | 0.00% | Reduce -98.6% | 1,518 | $542K |
| Aull & Monroe Investment Management Corp | 0.22% | No change | 1,500 | $536K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 1,498 | $535K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.1% | 1,446 | $517K |
| Westpac Banking Corp. | 0.03% | Reduce -31.1% | 1,439 | $514K |
| Optimize Financial Inc. | 0.18% | Reduce -0.3% | 1,421 | $508K |
| Sound Capital Solutions LLC | 0.12% | — | 1,421 | $508K |
| Henshaw Capital LLC | 0.02% | Reduce -3.2% | 1,421 | $508K |
| Sanchez Gaunt Capital Management, LLC | 0.28% | Add +1.2% | 1,391 | $497K |
| TFB Advisors LLC | 0.22% | Add +1.0% | 1,383 | $494K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -43.9% | 1,377 | $492K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.6% | 1,376 | $491K |
| USS Investment Management Ltd | 0.00% | Reduce -80.0% | 1,342 | $479K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +6.7% | 1,336 | $477K |
| Argent Trust Co | 0.01% | No change | 1,326 | $474K |
| Baird Financial Group, Inc. | 0.00% | Add +2.6% | 1,317 | $470K |
| Evergreen Capital Management LLC | 0.01% | Reduce -9.4% | 1,309 | $468K |
| AlphaGrep UK Ltd | 0.14% | Reduce -1.1% | 1,293 | $462K |
| Cresset Asset Management, LLC | 0.00% | New | 1,269 | $453K |
| Old National Bancorp | 0.01% | Reduce -13.0% | 1,265 | $452K |
| Savant Capital, LLC | 0.00% | Reduce -28.1% | 1,234 | $442K |
| North Dakota State Investment Board | 0.02% | Add +1.6% | 1,233 | $440K |
| Edgestream Partners, L.P. | 0.01% | Reduce -94.7% | 1,224 | $437K |
| Ingalls & Snyder LLC | 0.01% | Reduce -11.5% | 1,223 | $437K |
| MML Investors Services, LLC | 0.00% | Add +5.2% | 1,223 | $437K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 1,215 | $434K |
| Rowlandmiller & Partners.adv | 0.08% | Reduce -7.6% | 1,210 | $433K |
| Arax Advisory Partners | 0.00% | Add +1138.1% | 1,201 | $429K |
| Park Avenue Securities LLC | 0.00% | Add +30.5% | 1,198 | $428K |
| Mufg Securities Americas Inc. | 0.02% | Add +5.9% | 1,192 | $426K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.3% | 1,190 | $425K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,185 | $423K |
| Van Eck Associates Corp. | 0.00% | Add +22.6% | 1,183 | $423K |
| Choreo, LLC | 0.00% | Add +15.2% | 1,180 | $422K |
| Atlas Capital Advisors Inc. | 0.05% | Add +27.0% | 1,163 | $415K |
| PAX Financial Group, LLC | 0.06% | Reduce -2.9% | 1,141 | $407K |
| R Squared Ltd | 0.21% | Add +7.3% | 1,135 | $405K |
| Quadrant Capital Group LLC | 0.01% | Add +2.5% | 1,129 | $403K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +17.0% | 1,129 | $403K |
| Securian Asset Management, Inc. | 0.01% | Reduce -8.7% | 1,052 | $402K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.4% | 1,119 | $400K |
| STRS Ohio | 0.00% | Add +12.7% | 1,118 | $399K |
| NewEdge Advisors, LLC | 0.00% | Add +201.9% | 1,117 | $399K |
| Wellington Shields & Co., LLC | 0.09% | No change | 1,100 | $393K |
| E&G Advisors, LLC | 0.08% | Reduce -0.9% | 1,090 | $390K |
| Gateway Wealth Partners, LLC | 0.02% | Add +13.1% | 1,079 | $385K |
| Truist Financial Corp. | 0.00% | Reduce -3.2% | 1,077 | $385K |
| Elevated Capital Advisors, LLC | 0.11% | Reduce -45.5% | 1,072 | $383K |
| Coldstream Capital Management Inc. | 0.00% | Add +20.7% | 1,062 | $379K |
| Curat Global, LLC | 0.31% | Reduce -22.3% | 835 | $379K |
| Legacy Private Trust Co. | 0.02% | No change | 1,050 | $375K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -2.0% | 1,045 | $373K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.3% | 1,042 | $372K |
| CI Investments Inc. | 0.00% | New | 1,042 | $372K |
| EntryPoint Capital, LLC | 0.09% | No change | 1,038 | $371K |
| Hancock Whitney Corp. | 0.01% | Reduce -6.2% | 1,035 | $370K |
| DAVENPORT & Co LLC | 0.00% | Reduce -21.0% | 1,031 | $368K |
| Fifth Third Bancorp | 0.00% | Add +1.3% | 1,031 | $368K |
| Allworth Financial LP | 0.00% | Add +77.2% | 1,028 | $367K |
| Brown Brothers Harriman & Co. | 0.00% | Add +38.3% | 1,015 | $363K |
| V-Square Quantitative Management LLC | 0.03% | Add +2.5% | 992 | $354K |
| Wealthfront Advisers LLC | 0.00% | Add +18.2% | 987 | $353K |
| Asahi Life Asset Management Co., LTD. | 0.20% | New | 968 | $346K |
| Metis Global Partners, LLC | 0.01% | Reduce -17.2% | 962 | $344K |
| Summit Financial, LLC | 0.00% | New | 956 | $342K |
| Retirement Planning Co of New England, Inc. | 0.12% | Reduce -1.4% | 951 | $340K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 948 | $339K |
| Diversified Trust Co. | 0.01% | Reduce -6.7% | 941 | $336K |
| Kera Capital Partners, Inc. | 0.03% | Add +40.0% | 931 | $333K |
| NewEdge Wealth, LLC | 0.00% | New | 922 | $329K |
| Worthington Financial Partners, LLC | 0.27% | Reduce -11.8% | 914 | $327K |
| Oslo Pensjonsforsikring AS | 0.04% | No change | 897 | $320K |
| Center For Asset Management LLC | 0.14% | Reduce -4.0% | 895 | $320K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -28.9% | 889 | $317K |
| Sit Investment Associates Inc. | 0.01% | No change | 886 | $317K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -2.5% | 876 | $313K |
| Apollon Wealth Management, LLC | 0.00% | New | 865 | $309K |
| Handelsbanken Fonder AB | 0.00% | Reduce -73.1% | 851 | $304K |
| Quent Capital, LLC | 0.02% | Add +39.5% | 848 | $303K |
| Fragasso Financial Advisors Inc | 0.02% | New | 843 | $301K |
| Huntington National Bank | 0.00% | Add +0.6% | 837 | $299K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -3.6% | 828 | $296K |
| Summitry LLC | 0.01% | Add +33.8% | 827 | $295K |
| Van Den Berg Management I, Inc. | 0.06% | Reduce -24.0% | 822 | $294K |
| J. Team Financial, Inc. | 0.28% | Add +0.9% | 814 | $291K |
| Ostrum Asset Management | 0.01% | No change | 813 | $290K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -40.3% | 812 | $290K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.9% | 799 | $285K |
| Hantz Financial Services, Inc. | 0.00% | Add +217.1% | 796 | $284K |
| Ossiam | 0.00% | Reduce -27.9% | 781 | $279K |
| Syon Capital LLC | 0.01% | New | 765 | $273K |
| Caisse de depot et placement du Quebec | 0.00% | New | 760 | $271K |
| Bull Harbor Capital LLC | 0.05% | New | 755 | $270K |
| Cibc World Market Inc. | 0.00% | Add +1.6% | 748 | $267K |
| Cambient Family Office, LLC | 0.03% | Reduce -3.1% | 741 | $265K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.7% | 731 | $261K |
| Citizens Financial Group Inc. | 0.00% | New | 721 | $258K |
| Perigon Wealth Management, LLC | 0.00% | Add +11.7% | 709 | $253K |
| Praxis Investment Management Inc. | 0.01% | Add +4.0% | 706 | $252K |
| Red Door Wealth Management, LLC | 0.02% | Reduce -0.6% | 703 | $251K |
| Tred Avon Family Wealth, LLC | 0.08% | Add +7.0% | 703 | $251K |
| Abel Hall, LLC | 0.04% | New | 690 | $246K |
| Moors & Cabot, Inc. | 0.01% | Reduce -11.8% | 689 | $246K |
| Transcend Capital Advisors, LLC | 0.02% | New | 688 | $246K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -59.5% | 686 | $245K |
| Elyxium Wealth, LLC | 0.03% | New | 677 | $242K |
| Jones Financial Companies LLLP | 0.00% | Add +15.3% | 677 | $241K |
| MBA Advisors LLC | 0.08% | Add +5.4% | 666 | $238K |
| Vontobel Holding Ltd. | 0.00% | Reduce -50.7% | 647 | $231K |
| Bank of Stockton | 0.06% | Reduce -11.4% | 647 | $231K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 642 | $229K |
| World Investment Advisors | 0.00% | Reduce -4.2% | 693 | $228K |
| QRG Capital Management, Inc. | 0.00% | New | 634 | $227K |
| Versant Capital Management, Inc | 0.02% | Add +34.6% | 634 | $226K |
| Smithfield Trust Co | 0.01% | No change | 630 | $225K |
| 111 Capital | 0.04% | New | 627 | $224K |
| Atria Investments, Inc | 0.00% | New | 617 | $220K |
| Drive Wealth Management, LLC | 0.04% | New | 615 | $220K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -0.3% | 613 | $219K |
| American Trust | 0.02% | New | 611 | $218K |
| Somerset Trust Co | 0.06% | New | 606 | $216K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 598 | $214K |
| Voleon Capital Management LP | 0.00% | Reduce -83.1% | 580 | $207K |
| VestGen Advisors, LLC | 0.01% | New | 576 | $206K |
| Clearstead Advisors, LLC | 0.00% | Add +458.4% | 564 | $201K |
| CX Institutional | 0.01% | Add +0.9% | 564 | $201K |
| Parcion Private Wealth LLC | 0.01% | New | 560 | $200K |
| Global Retirement Partners, LLC | 0.00% | — | 510 | $182K |
| Webster Bank, N. A. | 0.02% | No change | 500 | $179K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -96.7% | 468 | $167K |
| Banque Cantonale Vaudoise | 0.01% | No change | 430 | $154K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.5% | 431 | $154K |
| Signaturefd, LLC | 0.00% | Add +27.5% | 431 | $154K |
| Rothschild Investment LLC | 0.01% | Reduce -42.0% | 427 | $153K |
| Mather Group, Llc. | 0.00% | Add +8.7% | 424 | $151K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -15.9% | 371 | $133K |
| Rossby Financial, LCC | 0.02% | Reduce -0.5% | 366 | $131K |
| Blue Trust, Inc. | 0.00% | Reduce -34.9% | 359 | $128K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -6.9% | 350 | $125K |
| Ancora Advisors LLC | 0.00% | Reduce -16.9% | 325 | $116K |
| Grove Bank & Trust | 0.01% | Reduce -2.4% | 281 | $100K |
| Private Trust Co. NA | 0.01% | Add +8.9% | 268 | $96K |
| SJS Investment Consulting Inc. | 0.01% | Add +2.4% | 258 | $92K |
| Asset Dedication, LLC | 0.01% | No change | 250 | $89K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -0.9% | 225 | $80K |
| Covestor Ltd | 0.04% | Add +21.8% | 218 | $78K |
| Employees Retirement System of Texas | 0.00% | New | 215 | $77K |
| USA Financial Formulas | 0.01% | — | 212 | $76K |
| First Financial Corp. | 0.02% | No change | 200 | $71K |
| Bayforest Capital Ltd | 0.06% | New | 189 | $68K |
| True Wealth Design, LLC | 0.02% | Add +73.2% | 187 | $67K |
| UMB Bank, n.a. | 0.00% | Reduce -10.9% | 180 | $64K |
| Institute for Wealth Management, LLC. | 0.01% | New | 168 | $60K |
| Quantum Portfolio Management LLC | 0.02% | New | 165 | $59K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +6.9% | 154 | $55K |
| WealthCollab, LLC | 0.02% | Add +218.8% | 153 | $55K |
| Essential Partners LLC | 0.02% | Reduce -33.7% | 130 | $46K |
| Colonial Trust Co / SC | 0.01% | No change | 127 | $45K |
| IFP Advisors, Inc | 0.00% | Reduce -13.0% | 127 | $45K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 115 | $41K |
| Atlatl Advisers LLC | 0.01% | New | 111 | $40K |
| Montag A & Associates Inc. | 0.00% | No change | 110 | $39K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.9% | 108 | $39K |
| CYBER HORNET ETFs LLC | 0.02% | Reduce -7.0% | 107 | $38K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +16.3% | 107 | $38K |
| Thompson Investment Management, Inc. | 0.00% | No change | 104 | $37K |
| WPG Advisers, LLC | 0.02% | Add +7.3% | 103 | $37K |
| Golden State Wealth Management, LLC | 0.00% | New | 103 | $37K |
| Horizon Investments, LLC | 0.00% | Add +13.1% | 1,298 | $36K |
| Activest Wealth Management | 0.01% | Add +1.0% | 100 | $36K |
| Continuum Advisory, LLC | 0.00% | Reduce -99.5% | 96 | $34K |
| Cromwell Holdings LLC | 0.02% | Add +5.6% | 94 | $34K |
| Larson Financial Group LLC | 0.00% | Add +129.3% | 94 | $34K |
| CENTRAL TRUST Co | 0.00% | Reduce -52.4% | 91 | $33K |
| Eastern Bank | 0.00% | No change | 90 | $32K |
| Tsfg, LLC | 0.00% | No change | 90 | $32K |
| DT Investment Partners, LLC | 0.00% | No change | 82 | $29K |
| CVA Family Office, LLC | 0.00% | Add +6.6% | 81 | $29K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 80 | $29K |
| Chesapeake Asset Management LLC | 0.02% | No change | 76 | $27K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.4% | 71 | $26K |
| Vanguard National Trust Co | 0.00% | Reduce -20.2% | 67 | $24K |
| TD Private Client Wealth LLC | 0.00% | Add +26.9% | 66 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 65 | $23K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +3.2% | 65 | $23K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 64 | $23K |
| Caldwell Trust Co | 0.00% | No change | 62 | $22K |
| Alpine Bank Wealth Management | 0.00% | New | 61 | $22K |
| Sachetta, LLC | 0.01% | Reduce -10.4% | 60 | $21K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 60 | $21K |
| Piscataqua Savings Bank | 0.01% | No change | 56 | $20K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -97.5% | 53 | $19K |
| Nova Wealth Management, Inc. | 0.01% | No change | 50 | $18K |
| Zions Bancorporation, National Association | 0.00% | Reduce -20.6% | 50 | $18K |
| Deseret Mutual Benefit Administrators | 0.01% | New | 46 | $16K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 46 | $16K |
| LRI Investments, LLC | 0.00% | Add +7.1% | 45 | $16K |
| Smartleaf Asset Management LLC | 0.00% | No change | 43 | $16K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +4.9% | 43 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -29.5% | 43 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $15K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | New | 40 | $14K |
| Barrett & Company, Inc. | 0.00% | No change | 40 | $14K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 40 | $14K |
| Rakuten Securities, Inc. | 0.00% | No change | 40 | $14K |
| Investors Research Corp | 0.00% | No change | 38 | $14K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 38 | $14K |
| Kemnay Advisory Services Inc. | 0.00% | Add +125.0% | 36 | $13K |
| Prosperity Bancshares Inc | 0.01% | No change | 34 | $12K |
| Caitlin John, LLC | 0.01% | No change | 33 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +18.5% | 32 | $11K |
| MV Capital Management, Inc. | 0.00% | Add +10.7% | 31 | $11K |
| Colonial Trust Advisors | 0.00% | New | 31 | $11K |
| Fortitude Family Office, LLC | 0.00% | Add +28.6% | 27 | $10K |
| Fiduciary Financial Advisors | 0.00% | New | 27 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 26 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 25 | $9K |
| Clearstead Trust, LLC | 0.00% | Reduce -26.5% | 25 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | Add +700.0% | 24 | $9K |
| Princeton Global Asset Management LLC | 0.00% | No change | 23 | $8K |
| Manchester Capital Management LLC | 0.00% | No change | 21 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +25.0% | 20 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | Add +533.3% | 19 | $7K |
| Kilter Group LLC | 0.00% | Add +5.9% | 18 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 18 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -37.5% | 15 | $5K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 15 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 15 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Add +55.6% | 14 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 13 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 13 | $5K |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 12 | $4K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -15.4% | 11 | $4K |
| Anchor Investment Management, LLC | 0.00% | Add +0.0% | 11 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 11 | $4K |
| Spire Wealth Management | 0.00% | Add +37.5% | 11 | $4K |
| Ares Financial Consulting, LLC | 0.00% | No change | 10 | $4K |
| Bogart Wealth, LLC | 0.00% | Reduce -9.1% | 10 | $4K |
| Torren Management, LLC | 0.00% | Add +28.6% | 9 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 9 | $3K |
| Financial Consulate, Inc. | 0.00% | Add +350.0% | 9 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -84.8% | 9 | $3K |
| Summit Securities Group LLC | 0.00% | Add +28.6% | 9 | $3K |
| GW&K Investment Management, LLC | 0.00% | Reduce -30.8% | 9 | $3K |
| William B. Walkup & Associates, Inc. | 0.00% | New | 8 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 8 | $3K |
| Quarry LP | 0.00% | Reduce -92.8% | 8 | $3K |
| North Star Investment Management Corp. | 0.00% | Reduce -20.0% | 8 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -65.2% | 8 | $3K |
| Highline Wealth Partners LLC | 0.00% | Reduce -80.6% | 7 | $3K |
| Park Square Financial Group, LLC | 0.02% | Reduce -46.1% | 7 | $3K |
| HFM Investment Advisors, LLC | 0.00% | Add +250.0% | 7 | $3K |
| S&T Bank | 0.00% | New | 7 | $3K |
| Marquette Asset Management, LLC | 0.00% | No change | 7 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 7 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $3K |
| HM Payson & Co. | 0.00% | No change | 7 | $3K |
| JNBA Financial Advisors | 0.00% | No change | 6 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 6 | $2K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 5 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 5 | $2K |
| West Paces Advisors Inc. | 0.00% | New | 4 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 4 | $1K |
| American National Bank & Trust | 0.00% | New | 4 | $1K |
| Clark Wealth Partners | 0.00% | No change | 3 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 3 | $1K |
| Abound Wealth Management | 0.00% | Reduce -72.7% | 3 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 3 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 3 | $1K |
| Navigoe, LLC | 0.00% | New | 3 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 5 | $1K |
| Avion Wealth | 0.00% | Add +100.0% | 4 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 2 | $1K |
| Meramec Financial Planners, LLC | 0.00% | New | 2 | $779 |
| 1015 Capital Partners, LLC | 0.00% | No change | 2 | $714 |
| Evolution Wealth Management Inc. | 0.00% | No change | 2 | $714 |
| Burk Holdings LLC | 0.00% | No change | 2 | $714 |
| Motco | 0.00% | Add +100.0% | 2 | $714 |
| Key Financial Inc | 0.00% | No change | 2 | $714 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $712 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $360 |
| Redwood Park Advisors LLC | 0.00% | No change | 1 | $358 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $358 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $358 |
| Cornerstone Financial Management LLC | 0.00% | New | 1 | $357 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $357 |
| Sunrise Financial Services, LLC | 0.00% | New | 1 | $357 |
| Mosley Wealth Management | 0.00% | New | 1 | $357 |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $357 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $357 |
| SHP Wealth Management | 0.00% | Reduce -88.9% | 1 | $357 |
| Y.D. More Investments Ltd | 0.00% | Reduce -3.9% | 25 | $30 |
"% of holder's portfolio" is EG's weight in each manager's 13F, not the share of Everest Group Ltd. the manager owns.