Elevance HealthELV

13F holders, Q3 2024 (September 30)
1,700holders −10
117new positions
128sold out
13famous investors
$517.45avg. 13F price*

At the end of Q3 2024, 1,700 institutions reported holding Elevance Health Inc. (ELV) in their 13F filings, down 10 from Q2 2024. 117 opened new positions and 128 sold out. The largest holders were Vanguard Group Inc. ($11.1B), BlackRock, Inc. ($10.9B) and State Street Corp. ($5.6B). 13 famous investors held it, including Glenn Greenberg (17.7% of Brave Warrior Advisors's portfolio), Leon Cooperman (3.8% of Omega Advisors (Leon Cooperman)'s portfolio) and Jeremy Grantham (2.7% of GMO's portfolio).

Company
Elevance Health Inc.
Sector
Health Care
CUSIP
036752103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions117$467.2M
Exits128$1.1B

All 13F filers, Q2 2024 → Q3 2024: 9,354,837 shares bought and 11,362,513 shares sold, net −2,007,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,700 holders

Vanguard Group Inc. 0.20% Add +0.7% 21,347,194 $11.1B
BlackRock, Inc. 0.23% — 21,033,626 $10.9B
State Street Corp. 0.23% Add +1.2% 10,687,998 $5.6B
T. Rowe Price Associates Inc. 0.61% Reduce -12.8% 10,153,925 $5.3B
Geode Capital Management, LLC 0.20% Add +1.8% 4,848,020 $2.5B
FMR LLC 0.15% Reduce -2.7% 4,618,750 $2.4B
Sanders Capital, LLC 3.47% Add +1.0% 4,609,258 $2.4B
Wellington Management Group LLP 0.41% Add +6.9% 4,461,585 $2.3B
Capital International Investors 0.38% Add +3.0% 3,845,054 $2.0B
Ameriprise Financial Inc. 0.51% Reduce -0.1% 3,786,806 $2.0B
Morgan Stanley 0.13% Add +7.0% 3,452,767 $1.8B
Norges Bank 0.22% Reduce -2.4% 2,976,162 $1.5B
Baillie Gifford & Co. 1.08% Reduce -3.3% 2,769,568 $1.4B
Nuveen Asset Management, LLC 0.38% Reduce -10.1% 2,608,944 $1.4B
JPMorgan Chase & Co. 0.11% Add +6.0% 2,523,988 $1.3B
Alliancebernstein L.P. 0.44% Reduce -9.1% 2,506,570 $1.3B
Artisan Partners Limited Partnership 1.90% Add +3.3% 2,438,747 $1.3B
Massachusetts Financial Services Co. 0.37% Add +16.2% 2,397,258 $1.2B
Invesco Ltd. 0.24% Add +30.1% 2,381,808 $1.2B
First Eagle Investment Management, LLC 2.34% Add +6.2% 2,185,727 $1.1B
Bank of America Corp. 0.10% Add +3.1% 2,179,754 $1.1B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.29% Add +1.5% 2,152,613 $1.1B
Northern Trust Corp. 0.18% Reduce -6.0% 2,102,471 $1.1B
Manufacturers Life Insurance Company, The 0.96% Add +8.3% 2,091,969 $1.1B
Goldman Sachs Group Inc. 0.20% Add +4.4% 1,995,522 $1.0B
Legal & General Group Plc 0.25% Add +0.9% 1,797,895 $934.9M
Dimensional Fund Advisors LP 0.22% Reduce -4.8% 1,778,856 $925.0M
Schroder Investment Management Group 0.91% Reduce -18.2% 1,684,234 $882.5M
GMO 2.75% Add +24.8% 1,684,658 $876.0M
Brave Warrior Advisors 17.71% Add +0.5% 1,641,413 $853.5M
Charles Schwab Investment Management Inc. 0.16% Add +1.1% 1,611,242 $837.8M
Bank of New York Mellon Corp 0.16% Reduce -3.4% 1,609,444 $836.9M
Eagle Capital Management LLC 3.09% Reduce -0.5% 1,600,230 $832.1M
EdgePoint Investment Group Inc. 5.40% Add +3.6% 1,312,692 $682.6M
Amundi 0.24% Reduce -4.4% 1,332,508 $652.2M
Hotchkis & Wiley Capital Management LLC 2.15% Reduce -5.4% 1,243,001 $646.4M
Nordea Investment Management AB 0.73% Reduce -7.9% 1,232,238 $640.2M
Franklin Resources Inc. 0.18% Add +16.1% 1,212,839 $617.4M
Newport Trust Company, LLC 1.42% Reduce -1.5% 1,128,406 $586.8M
Veritas Asset Management LLP 4.22% Reduce -3.5% 1,097,778 $570.8M
Ruane, Cunniff & Goldfarb L.P. 8.17% Reduce -1.9% 1,004,533 $522.4M
Orbis Allan Gray Ltd 2.49% Reduce -2.1% 904,897 $470.5M
Deutsche Bank AG 0.19% Add +8.3% 893,412 $464.6M
Sumitomo Mitsui Trust Group, Inc. 0.31% Add +6.2% 856,589 $445.4M
First Trust Advisors LP 0.42% Add +5.6% 852,407 $443.3M
Barrow Hanley Mewhinney & Strauss LLC 1.45% Reduce -31.0% 850,640 $442.3M
UBS Group AG 0.12% Add +13.1% 818,440 $425.6M
California Public Employees Retirement System 0.29% Add +21.9% 793,915 $412.8M
Arrowstreet Capital, Limited Partnership 0.35% Reduce -15.4% 790,440 $411.0M
Voya Investment Management LLC 0.49% Reduce -37.4% 785,223 $408.0M
Ninety One UK Ltd 1.02% Reduce -15.8% 732,494 $380.9M
HSBC Holdings PLC 0.24% Reduce -17.8% 728,068 $378.1M
Stifel Financial Corp. 0.39% Add +309.7% 713,027 $370.8M
Neuberger Berman Group LLC 0.28% Reduce -23.7% 701,306 $364.8M
Royal Bank of Canada 0.08% Add +11.4% 693,107 $360.4M
Swiss National Bank 0.23% Add +0.1% 689,800 $358.7M
1832 Asset Management L.P. 0.60% Add +11.7% 687,789 $357.7M
Barclays PLC 0.14% Reduce -37.2% 621,084 $323.0M
FIL Ltd 0.28% Add +0.7% 599,799 $311.9M
Caisse de depot et placement du Quebec 0.62% Reduce -3.6% 596,019 $309.9M
Envestnet Asset Management Inc. 0.10% Add +3.9% 575,955 $299.5M
Jacobs Levy Equity Management, Inc. 1.12% Add +38.8% 556,352 $289.3M
Allianz Asset Management GmbH 0.43% Add +28.7% 536,181 $278.8M
Aviva PLC 0.70% Add +1.4% 518,101 $269.4M
Russell Investments Group, Ltd. 0.38% Reduce -13.5% 506,182 $263.4M
Focused Investors LLC 7.92% Add +7.2% 501,600 $260.8M
Rhumbline Advisers 0.23% Reduce -2.9% 479,768 $249.5M
National Pension Service 0.24% Add +14.4% 474,072 $246.5M
M&G PLC 1.53% Add +16.7% 473,088 $246.0M
Brown Advisory Inc. 0.26% Reduce -0.7% 399,258 $207.6M
CIBC Private Wealth Group LLC 0.37% Reduce -3.0% 393,824 $204.8M
Bessemer Group Inc. 0.33% Add +1.5% 390,535 $203.1M
Canada Pension Plan Investment Board 0.19% Reduce -14.3% 386,494 $201.0M
Janus Henderson Group PLC 0.10% Reduce -0.5% 386,404 $200.9M
Boston Partners 0.24% Reduce -0.3% 386,431 $200.7M
Wells Fargo & Company 0.05% Add +2.8% 380,370 $197.8M
TrinityBridge Ltd 5.97% Add +1.1% 373,547 $194.2M
California State Teachers Retirement System 0.23% Reduce -0.7% 373,040 $194.0M
Findlay Park Partners LLP 1.78% Add +24.2% 362,851 $188.7M
Aberdeen Group plc 0.34% Add +32.2% 360,134 $186.5M
Bank of Montreal 0.09% Add +1.5% 351,408 $184.1M
CANADA LIFE ASSURANCE Co 0.32% Add +8.2% 348,279 $181.4M
AQR Capital Management 0.25% Add +37.6% 350,244 $180.9M
DekaBank Deutsche Girozentrale 0.33% Reduce -0.3% 343,263 $179.2M
Canoe Financial LP 4.30% Add +2.7% 341,724 $179.0M
Yacktman Asset Management 1.83% Reduce -7.7% 343,138 $178.4M
Mitsubishi UFJ Trust & Banking Corp 0.41% Reduce -16.3% 342,520 $178.1M
Prudential Financial Inc. 0.25% Reduce -2.9% 342,375 $178.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.19% Add +9.2% 340,481 $177.1M
Danica Pension, Livsforsikringsaktieselskab 3.38% Add +20.6% 335,777 $174.6M
New York State Common Retirement Fund 0.23% Reduce -7.2% 328,030 $170.6M
Holocene Advisors, LP 0.67% Add +14.7% 317,979 $165.3M
Maj Invest Holding A/S 4.36% Reduce -1.4% 316,260 $164.5M
Carmignac Gestion 2.73% Add +156.9% 314,576 $163.6M
OMERS ADMINISTRATION Corp 1.48% Reduce -18.7% 308,843 $160.6M
Thrivent Financial for Lutherans 0.30% Reduce -2.2% 306,829 $159.6M
Sterling Capital Management LLC 2.02% — 298,976 $155.5M
Vulcan Value Partners, LLC 2.43% Reduce -19.0% 279,285 $145.2M
KBC Group NV 0.43% Reduce -7.4% 275,555 $143.3M
Principal Financial Group Inc. 0.08% Add +4.5% 272,649 $141.8M
Raymond James & Associates 0.09% Add +1.3% 271,927 $141.4M
Perpetual Ltd 1.53% Reduce -20.1% 271,302 $141.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.41% Add +3.4% 265,927 $138.3M
Assenagon Asset Management S.A. 0.28% Add +716.8% 260,099 $135.3M
Truist Financial Corp. 0.21% Reduce -52.9% 259,090 $134.7M
AXA S.A. 0.39% Add +7.4% 254,908 $132.6M
TD Asset Management Inc 0.12% Reduce -7.3% 249,443 $130.7M
Morningstar Investment Services LLC 1.32% Reduce -1.4% 247,771 $129.8M
Millennium Management 0.12% Reduce -54.3% 248,004 $129.0M
Citigroup Inc. 0.12% Reduce -12.3% 246,402 $128.1M
Locust Wood Capital Advisers, LLC 4.34% Reduce -20.4% 238,445 $124.0M
State Board of Administration of Florida Retirement System 0.23% Reduce -1.3% 231,069 $120.2M
Eminence Capital, LP 1.82% Reduce -9.8% 231,034 $120.1M
Royal London Asset Management Ltd. 0.29% Add +2.7% 229,260 $119.2M
STRS Ohio 0.46% Reduce -1.0% 227,757 $118.4M
Pictet Asset Management Holding SA 0.13% Add +1.0% 224,130 $116.5M
Clearbridge Investments, LLC 0.09% Reduce -0.2% 223,763 $116.4M
BNP Paribas Financial Markets 0.11% Reduce -42.5% 213,662 $111.1M
Clark Capital Management Group, Inc. 0.75% Add +141.5% 211,013 $109.7M
Saturna Capital Corp. 1.43% Add +0.0% 209,939 $109.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.27% Add +5.0% 209,859 $109.1M
Danske Bank A/S 0.36% Add +7.2% 208,056 $108.2M
Robeco Institutional Asset Management B.V. 0.21% Reduce -11.4% 208,041 $108.2M
New York State Teachers Retirement System 0.22% Reduce -5.8% 206,038 $107.1M
Commerce Bank 0.66% Add +15.2% 205,790 $107.0M
Victory Capital Management Inc. 0.10% Add +4.6% 203,042 $105.6M
Qube Research & Technologies Ltd 0.19% Add +262.0% 198,461 $103.2M
SRS Investment Management, LLC 1.50% New 193,569 $100.7M
Pzena Investment Management LLC 0.32% Add +0.1% 192,368 $100.0M
Natixis Advisors, LLC 0.19% Add +8.2% 192,096 $99.9M
Storebrand Asset Management As 0.31% Reduce -4.7% 191,307 $99.5M
Artemis Investment Management LLP 1.51% Reduce -11.3% 190,264 $98.9M
Voloridge Investment Management, LLC 0.36% Reduce -14.3% 189,046 $98.3M
LPL Financial LLC 0.04% Add +7.8% 188,074 $97.8M
Man Group plc 0.28% Reduce -30.5% 186,402 $96.9M
Railway Pension Investments Ltd 1.15% Reduce -8.7% 185,027 $96.2M
DAVENPORT & Co LLC 0.56% Reduce -24.6% 183,561 $95.6M
State of Wisconsin Investment Board 0.23% Reduce -45.1% 177,151 $92.1M
Omega Advisors (Leon Cooperman) 3.78% Add +31.5% 171,000 $88.9M
Macquarie Group Ltd. 0.09% Add +52.7% 166,198 $86.4M
Brandywine Global Investment Management, LLC 0.57% Add +4.6% 166,762 $84.9M
Korea Investment CORP 0.19% Reduce -3.3% 155,364 $80.8M
Cornerstone Investment Partners, LLC 3.97% Add +0.6% 154,586 $80.4M
Adage Capital Partners Gp, L.L.C. 0.14% Reduce -40.1% 147,057 $76.5M
Two Sigma Investments, LP 0.18% Add +312.9% 144,237 $75.0M
Squarepoint Ops LLC 0.24% Add +2160.6% 142,392 $74.0M
Swedbank AB 0.09% Reduce -0.1% 141,641 $73.7M
Wishbone Management, LP 25.70% Reduce -9.8% 138,000 $71.8M
Bank Julius Baer & Co. Ltd, Zurich 0.24% Reduce -1.3% 123,632 $71.6M
Balyasny Asset Management L.P. 0.19% Reduce -18.1% 135,548 $70.5M
Ensign Peak Advisors, Inc 0.12% Add +124.2% 134,760 $70.1M
140 Summer Partners LP 9.18% Add +54.3% 133,059 $69.2M
CDAM (UK) Ltd 10.11% Reduce -10.3% 131,641 $68.5M
Sei Investments Co. 0.09% Add +5.5% 130,719 $68.0M
Northwestern Mutual Wealth Management Co. 0.06% Add +2.8% 128,370 $66.8M
Twinbeech Capital LP 1.27% New 128,214 $66.7M
McDonald Capital Investors Inc. 4.08% Reduce -2.1% 127,879 $66.5M
Junto Capital Management LP 1.49% Reduce -39.0% 127,608 $66.4M
Employees Retirement System of Texas 0.67% New 126,100 $65.6M
Chevy Chase Trust Holdings, LLC 0.20% Reduce -2.0% 124,986 $65.0M
Woodley Farra Manion Portfolio Management Inc. 3.25% Add +14.5% 124,204 $64.6M
Teacher Retirement System of Texas 0.30% Add +0.4% 123,001 $64.0M
Toronto Dominion Bank 0.11% Add +1.1% 121,390 $63.1M
Distillate Capital Partners LLC 3.16% Add +124.4% 121,202 $63.0M
Sound Shore Management Inc 2.02% Reduce -2.1% 119,497 $62.1M
American Century Companies Inc. 0.04% Add +13.4% 117,061 $60.9M
Candriam S.C.A. 0.34% Reduce -2.8% 112,933 $58.7M
ZWJ Investment Counsel Inc. 2.32% Add +1.6% 109,062 $56.7M
Treasurer of the State of North Carolina 0.22% Add +3.1% 107,305 $55.8M
Orbimed Advisors LLC 1.01% Reduce -36.8% 106,200 $55.2M
River Road Asset Management, LLC 0.72% Add +9.8% 105,341 $54.8M
Seizert Capital Partners, LLC 2.45% Add +26.3% 104,229 $54.2M
Harvest Portfolios Group Inc. 1.78% Add +6.3% 103,188 $53.7M
TCW Group Inc. 0.46% Add +71.8% 101,640 $52.9M
Gateway Investment Advisers LLC 0.58% Reduce -0.1% 100,856 $52.4M
Trillium Asset Management, LLC 1.28% Add +17.2% 100,519 $52.3M
Triodos Investment Management BV 4.10% Add +0.2% 100,030 $52.0M
Lakewood Capital Management, LP 4.21% Add +19.9% 99,500 $51.7M
Empire Life Investments Inc. 3.07% Reduce -1.2% 96,718 $50.3M
MIG Capital, LLC 5.96% Reduce -10.5% 94,458 $49.1M
State of Tennessee, Department of Treasury 0.17% Add +5.1% 94,361 $49.1M
Jane Street Group, LLC 0.08% Reduce -40.7% 92,676 $48.2M
Asset Management One Co., Ltd. 0.17% Add +1.1% 92,560 $48.1M
Mn Services Vermogensbeheer B.V. 0.33% Reduce -2.4% 90,700 $47.2M
Glenmede Trust Co. NA 0.23% Reduce -28.4% 90,700 $47.2M
Coronation Fund Managers Ltd. 2.60% Add +5.1% 90,098 $46.9M
Bellevue Group AG 0.75% Reduce -12.0% 89,328 $46.5M
Hosking Partners LLP 1.77% Reduce -14.7% 88,255 $45.9M
Whittier Trust Co. 0.61% Reduce -4.5% 88,007 $45.8M
ExodusPoint Capital Management, LP 0.47% Add +122.0% 87,178 $45.3M
Mariner, LLC 0.08% Add +1.3% 85,597 $44.5M
State of New Jersey Common Pension Fund D 0.18% Add +0.1% 84,527 $44.0M
PNC Financial Services Group, Inc. 0.03% Add +1.0% 83,994 $43.7M
Citadel Advisors 0.05% New 83,190 $43.3M
QRG Capital Management, Inc. 0.46% Add +1.6% 82,393 $42.8M
Nisa Investment Advisors, LLC 0.25% Reduce -5.8% 81,965 $42.6M
Corient Private Wealth LP 0.07% Reduce -2.2% 81,437 $42.3M
Resona Asset Management Co.,Ltd. 0.24% Reduce -1.5% 80,281 $41.8M
Mackenzie Financial Corp. 0.06% Add +7.0% 79,177 $41.2M
Natixis 0.25% Reduce -16.2% 78,774 $41.0M
Skandinaviska Enskilda Banken AB (publ) 0.19% Reduce -26.4% 77,217 $40.2M
Federation des caisses Desjardins du Quebec 0.20% Add +2.4% 76,435 $39.7M
Handelsbanken Fonder AB 0.15% Add +4.1% 75,320 $39.2M
Madison Asset Management, LLC 0.44% Reduce -1.6% 75,179 $39.1M
Nomura Asset Management Co. Ltd. 0.12% Add +3.7% 74,990 $39.0M
iA Global Asset Management Inc. 0.67% Add +3.9% 73,631 $38.3M
Polaris Capital Management, LLC 1.86% Reduce -0.8% 72,769 $37.8M
APG Asset Management N.V. 0.25% Reduce -74.2% 79,801 $37.2M
LGT Group Foundation 0.60% Add +0.5% 72,588 $36.7M
C WorldWide Group Holding A/S 0.38% No change 70,144 $36.5M
Todd Asset Management LLC 0.84% Reduce -0.6% 69,473 $36.1M
Forsta Ap-Fonden 0.28% Add +8.1% 69,200 $36.0M
HighTower Advisors, LLC 0.05% Reduce -23.9% 69,013 $35.9M
State of Michigan Retirement System 0.18% Reduce -0.7% 68,551 $35.6M
High Ground Investment Management LLP 16.38% No change 68,370 $35.6M
Rwa Wealth Partners, LLC 0.43% Reduce -0.0% 66,831 $34.8M
Arizona State Retirement System 0.22% Reduce -1.2% 66,639 $34.7M
Cannell & Spears LLC 0.68% Reduce -0.8% 66,232 $34.4M
Archon Partners LLC 3.91% No change 65,000 $33.8M
CI Investments Inc. 0.13% Add +16.9% 64,751 $33.7M
Cerity Partners LLC 0.07% Add +19.8% 64,659 $33.6M
Credit Agricole S A 0.17% Reduce -12.1% 64,124 $33.3M
Corebridge Financial, Inc. 0.18% Reduce -2.7% 63,992 $33.3M
MML Investors Services, LLC 0.12% Add +3.5% 63,829 $33.2M
Panagora Asset Management Inc. 0.16% Reduce -73.8% 63,576 $33.1M
Capital Group Private Client Services, Inc. 0.31% Reduce -2.5% 63,277 $32.9M
Teachers Retirement System of the State of Kentucky 0.28% Reduce -1.9% 62,395 $32.4M
Bridgewater Associates 0.18% Add +49.2% 62,049 $32.3M
MetLife Investment Management, LLC 0.18% Reduce -2.7% 62,005 $32.2M
Martingale Asset Management L P 0.73% Reduce -15.7% 61,477 $32.0M
US Bancorp \de 0.04% Reduce -1.0% 60,852 $31.6M
Wedge Capital Management L L P 0.53% Reduce -8.8% 58,923 $30.6M
Loomis Sayles & Co. L P 0.04% Add +9.0% 58,485 $30.4M
Formuepleje A/S 1.55% Add +0.9% 58,290 $30.3M
Border to Coast Pensions Partnership Ltd 0.61% Add +4.5% 57,925 $30.0M
Dearborn Partners LLC 1.21% Reduce -2.8% 57,547 $29.9M
Professional Advisory Services Inc. 3.57% Add +1.5% 57,069 $29.7M
PFM Health Sciences, LP 1.72% Add +2.2% 56,441 $29.3M
DNB Asset Management AS 0.13% Reduce -20.8% 55,983 $29.1M
Comerica Bank 0.12% Add +4.1% 55,973 $29.1M
Andra AP-fonden 0.43% Add +5.7% 55,900 $29.1M
Prudential PLC 0.15% Add +69.2% 55,588 $28.9M
D. E. Shaw & Co. 0.04% Reduce -77.1% 55,067 $28.6M
Tredje AP-fonden 0.26% Reduce -30.8% 54,916 $28.6M
Cetera Investment Advisers 0.06% Add +6.1% 54,194 $28.2M
Achmea Investment Management B.V. 0.46% Add +20.8% 54,059 $28.1M
Eagle Global Advisors LLC 1.39% Reduce -0.3% 53,984 $28.1M
Benjamin Edwards Inc. 0.41% Add +1711.9% 53,559 $27.9M
Liontrust Investment Partners LLP 0.39% No change 51,124 $27.7M
Generate Investment Management Ltd 1.85% Reduce -10.2% 53,212 $27.7M
Raymond James Financial Services Advisors, Inc. 0.04% Reduce -25.1% 52,801 $27.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.28% — 52,712 $27.4M
Marex Group Ltd 0.62% Reduce -33.4% 52,215 $27.2M
Vancity Investment Management Ltd 3.25% Reduce -50.8% 52,083 $27.1M
Vest Financial, LLC 0.52% Add +23.9% 51,779 $26.9M
Allspring Global Investments Holdings, LLC 0.04% Reduce -4.2% 51,414 $26.7M
Prana Capital Management, LP 1.22% Add +106.9% 51,215 $26.6M
State of Alaska, Department of Revenue 0.28% Reduce -8.6% 50,735 $26.4M
Retirement Systems of Alabama 0.10% Reduce -1.4% 50,561 $26.3M
Rhenman & Partners Asset Management AB 2.13% Reduce -41.1% 50,500 $26.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Reduce -1.1% 50,479 $26.2M
Federated Hermes, Inc. 0.06% Add +2.6% 50,435 $26.2M
Rockefeller Capital Management L.P. 0.07% Reduce -0.8% 50,403 $26.2M
IFM Investors Pty Ltd 0.25% Add +2.0% 50,132 $26.1M
Illinois Municipal Retirement Fund 0.37% Add +1.9% 50,006 $26.0M
USS Investment Management Ltd 0.19% Add +0.0% 49,816 $25.9M
Trajan Wealth LLC 1.52% Add +43.5% 49,542 $25.8M
Commonwealth Equity Services, LLC 0.04% Add +6.4% 48,692 $25.3M
Parkwood LLC 3.04% Add +7.0% 48,096 $25.0M
Amalgamated Bank 0.21% Add +1.3% 47,993 $25.0M
Bank of Nova Scotia 0.05% Reduce -31.1% 47,402 $24.6M
AMF Tjanstepension AB 0.18% No change 47,249 $24.6M
Czech National Bank 0.25% Add +6.7% 47,237 $24.6M
Lazard Asset Management LLC 0.04% Reduce -64.7% 46,959 $24.4M
Foundry Partners, LLC 1.19% Reduce -0.5% 46,265 $24.1M
Trexquant Investment LP 0.29% New 44,048 $22.9M
Polar Capital Holdings Plc 0.11% Reduce -57.8% 44,012 $22.9M
Steigerwald, Gordon & Koch Inc. 2.45% Add +2.0% 43,231 $22.5M
Pathstone Holdings, LLC 0.10% Reduce -8.3% 43,056 $22.4M
Osaic Holdings, Inc. 0.05% Add +2.4% 42,881 $22.3M
Xponance LLC 0.21% Reduce -4.3% 42,106 $21.9M
Stanley Capital Management, LLC 4.25% No change 42,100 $21.9M
Cresset Asset Management, LLC 0.08% Add +1.2% 42,026 $21.9M
Empowered Funds, LLC 0.34% Add +24.9% 41,965 $21.8M
Unigestion Holding SA 1.05% Reduce -33.1% 41,950 $21.8M
GCM Grosvenor Holdings, LLC 3.30% Add +31.5% 41,702 $21.7M
Banco Santander, S.A. 0.26% Add +11.0% 41,684 $21.7M
Tudor Investment Corporation 0.23% New 41,178 $21.4M
Yousif Capital Management, LLC 0.23% Add +3.0% 40,905 $21.3M
SouthState Bank Corp 1.45% Reduce -2.1% 40,481 $21.1M
Engineers Gate Manager LP 0.41% New 40,160 $20.9M
Moore Capital Management, LP 0.66% Add +100.0% 40,000 $20.8M
Iridian Asset Management LLC 4.36% Add +10.7% 39,154 $20.4M
Captrust Financial Advisors 0.06% Add +0.7% 38,974 $20.3M
B. Metzler seel. Sohn & Co. Holding AG 0.20% — 38,958 $20.3M
B. Metzler seel. Sohn & Co. AG 0.20% Add +14.3% 38,958 $20.3M
Hyperion Capital Advisors LP 9.50% Reduce -1.3% 38,893 $20.2M
ABN AMRO Bank N.V. 0.28% Add +0.2% 39,198 $20.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.12% Reduce -13.0% 38,782 $20.2M
Utah Retirement Systems 0.23% Add +0.4% 38,450 $20.0M
Capital International, Inc. 0.25% Add +3.7% 38,285 $19.9M
Abn Amro Investment Solutions 0.34% Add +25.5% 37,771 $19.6M
Valley Wealth Managers, Inc. 1.45% Add +0.1% 37,503 $19.5M
Auxier Asset Management LLC 2.86% Add +0.0% 37,215 $19.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -3.1% 36,824 $19.1M
Whittier Trust Co. of Nevada Inc. 0.48% Reduce -5.9% 35,360 $18.4M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +6.7% 34,882 $18.3M
New York Life Investment Management LLC 0.18% Reduce -3.0% 34,923 $18.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +307.6% 34,226 $17.8M
Kestra Advisory Services, LLC 0.10% Reduce -0.6% 34,214 $17.8M
CIBC Asset Management Inc 0.06% Add +8.1% 34,012 $17.7M
FineMark National Bank & Trust 0.59% Reduce -0.5% 32,814 $17.1M
Huntington National Bank 0.16% Reduce -12.9% 32,492 $16.9M
Clough Capital Partners L P 1.72% Add +24.6% 32,284 $16.8M
NorthCrest Asset Manangement, LLC 0.51% Add +1.1% 32,249 $16.8M
Public Employees Retirement Association of Colorado 0.07% Reduce -0.0% 32,188 $16.7M
AEGON ASSET MANAGEMENT UK Plc 0.23% No change 32,030 $16.7M
Varma Mutual Pension Insurance Co 0.13% Reduce -10.1% 40,882 $16.6M
M&T Bank Corp 0.05% Reduce -49.1% 31,782 $16.5M
T. Rowe Price Investment Management, Inc. 0.01% Add +49.3% 31,659 $16.5M
Cibc World Markets Corp. 0.12% Add +5.2% 31,535 $16.4M
Tamar Securities, LLC 2.30% Add +14.0% 31,372 $16.3M
Aptus Capital Advisors, LLC 0.25% Add +1133.5% 31,293 $16.3M
ProShare Advisors LLC 0.04% Reduce -7.4% 31,275 $16.3M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -3.8% 31,251 $16.3M
Smith Salley Wealth Management 1.06% Add +2.7% 31,085 $16.2M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -2.4% 30,594 $15.9M
Susquehanna International Group, LLP 0.03% Reduce -56.1% 30,432 $15.8M
Creative Planning 0.02% Reduce -2.6% 30,334 $15.8M
Gabelli Funds LLC 0.12% No change 30,300 $15.8M
Mutual of America Capital Management LLC 0.17% Reduce -5.4% 30,174 $15.7M
O'shaughnessy Asset Management, LLC 0.14% Reduce -22.3% 30,818 $15.7M
Edmond DE Rothschild Holding S.A. 0.25% Add +8.9% 29,800 $15.5M
Soleus Capital Management, L.P. 1.28% New 29,650 $15.4M
Washington Trust Bank 1.46% Reduce -2.7% 29,347 $15.3M
Swiss Life Asset Management Ltd 0.17% Add +9.1% 29,208 $15.2M
Foundations Investment Advisors, LLC 0.32% Add +15.4% 29,137 $15.2M
Daiwa Securities Group Inc. 0.07% Add +5.0% 29,101 $15.1M
First American Trust, FSB 1.49% Reduce -6.9% 28,960 $15.1M
Vanguard Personalized Indexing Management, LLC 0.24% Add +7.1% 28,631 $14.9M
Nissay Asset Management Corp. /Japan 0.09% Add +0.7% 28,511 $14.8M
North Growth Management Ltd. 2.73% No change 28,000 $14.6M
Lowe Brockenbrough & Co. Inc. 0.93% Reduce -8.6% 28,084 $14.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +4.4% 28,010 $14.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.78% Add +45.9% 27,836 $14.5M
Lawson Kroeker Investment Management Inc. 2.63% Add +1.6% 27,716 $14.4M
Firetrail Investments PTY Ltd. 4.14% Reduce -7.6% 27,635 $14.4M
Summit Global Investments 0.91% Add +1.9% 27,516 $14.3M
Pinebridge Investments, L.P. 0.11% Add +0.6% 27,483 $14.3M
Intech Investment Management LLC 0.16% Add +67.6% 27,070 $14.1M
Unisphere Establishment 0.13% Add +20.7% 26,800 $13.9M
Gotham Asset Management 0.14% Add +125.6% 26,653 $13.9M
National Bank of Canada 0.02% Reduce -4.9% 26,447 $13.8M
Sector Gamma As 4.15% Add +8.2% 26,279 $13.7M
Barlow Wealth Partners, LLC 1.76% Add +1.4% 27,355 $13.5M
Jefferies Financial Group Inc. 0.23% Add +40.3% 25,839 $13.4M
NorthCoast Asset Management LLC 0.09% Add +108.3% 28,751 $13.4M
UniSuper Management Pty Ltd 0.10% Add +131.7% 25,501 $13.3M
South Dakota Investment Council 0.26% No change 25,351 $13.2M
Impax Asset Management Group plc 0.05% Add +6.0% 25,305 $13.2M
Guardian Point Capital, LP 5.80% No change 25,000 $13.0M
Calamos Advisors LLC 0.09% Add +1.2% 24,643 $12.8M
Pacer Advisors, Inc. 0.03% Add +45.1% 24,588 $12.8M
Investment Management Corp of Ontario 0.28% Add +11.4% 24,441 $12.7M
Unison Asset Management LLC 5.94% Reduce -0.2% 24,031 $12.5M
Modera Wealth Management, LLC 0.16% Reduce -0.3% 23,865 $12.4M
Rafferty Asset Management, LLC 0.04% Reduce -6.9% 23,520 $12.2M
First Citizens Bank & Trust Co. 0.26% Reduce -4.5% 22,823 $11.9M
Quadrature Capital Ltd 0.27% Add +56.7% 22,614 $11.8M
Punch & Associates Investment Management, Inc. 0.65% Reduce -1.2% 22,577 $11.7M
BlackBarn Capital Partners LP 5.08% Add +25.0% 22,500 $11.7M
Crossmark Global Holdings, Inc. 0.21% Reduce -42.0% 22,484 $11.7M
Cullen/Frost Bankers, Inc. 0.16% Add +9.2% 22,427 $11.7M
Focus Partners Wealth 0.04% Add +11.7% 22,425 $11.7M
Elo Mutual Pension Insurance Co 0.25% Add +5.6% 22,090 $11.5M
Fifth Third Bancorp 0.04% Reduce -4.6% 21,961 $11.4M
ProVise Management Group, LLC 0.90% Add +2.9% 21,808 $11.3M
Capital Analysts, LLC 0.46% Add +0.1% 21,613 $11.2M
National Philanthropic Trust 0.20% Reduce -0.3% 21,494 $11.2M
Geneos Wealth Management Inc. 0.43% Add +3.8% 21,469 $11.2M
Hardman Johnston Global Advisors LLC 0.43% Add +0.1% 21,158 $11.0M
Executive Wealth Management, LLC 0.85% New 20,963 $10.9M
Oddo BHF Asset Management Sas 0.54% — 20,928 $10.9M
Scotia Capital Inc. 0.06% Add +4.0% 20,908 $10.9M
Stephens Inc. 0.15% Add +3.8% 20,878 $10.9M
Great Lakes Advisors, LLC 0.09% Add +9.5% 20,804 $10.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +42.6% 20,427 $10.6M
Jump Financial, LLC 0.22% New 20,360 $10.6M
Guggenheim Capital LLC 0.08% Reduce -13.2% 20,346 $10.6M
Verition Fund Management LLC 0.08% Add +221.7% 20,081 $10.4M
LMCG Investments, LLC 0.63% Reduce -0.1% 19,998 $10.4M
Oregon Public Employees Retirement Fund 0.19% Reduce -0.5% 19,869 $10.3M
Diversified Trust Co. 0.26% Reduce -0.3% 19,851 $10.3M
Atria Investments, Inc 0.13% Reduce -6.8% 19,548 $10.2M
Daiichi Life Insurance Co., Ltd. 0.26% Reduce -11.5% 19,540 $10.2M
Eversept Partners, LP 0.78% Add +32.8% 19,465 $10.1M
Cumberland Partners Ltd 0.70% Add +0.8% 19,396 $10.1M
Steward Partners Investment Advisory, LLC 0.09% Add +4.8% 19,386 $10.1M
Baird Financial Group, Inc. 0.02% Add +7.2% 19,381 $10.1M
Greystone Financial Group, LLC 1.80% Add +16.0% 19,374 $10.1M
Greatmark Investment Partners, Inc. 1.36% Add +0.9% 19,250 $10.0M
Chartwell Investment Partners, LLC 0.34% Reduce -19.9% 18,893 $9.8M
Ethic Inc. 0.25% Reduce -24.4% 18,928 $9.8M
Verdence Capital Advisors LLC 0.77% Add +12.3% 18,661 $9.7M
Schonfeld Strategic Advisors LLC 0.08% Add +173.2% 18,576 $9.7M
Gulf International Bank (UK) Ltd 0.24% Reduce -4.2% 18,164 $9.4M
Banque Pictet & Cie SA 0.09% Add +2.5% 18,087 $9.4M
Dana Investment Advisors, Inc. 0.31% Reduce -21.9% 17,943 $9.3M
SG Americas Securities, LLC 0.04% Reduce -39.6% 17,942 $9.3M
Avantax Advisory Services, Inc. 0.06% Add +9.7% 17,898 $9.3M
J. Safra Sarasin Holding AG 0.16% Add +488.8% 17,310 $9.0M
Kingsview Wealth Management, LLC 0.19% Add +3.9% 17,251 $9.0M
Ninety One SA (Pty) Ltd 1.96% Reduce -44.5% 17,228 $9.0M
Moran Wealth Management, LLC 0.27% Add +2.2% 17,063 $8.9M
World Investment Advisors 0.28% New 17,028 $8.9M
Summit Street Capital Management, LLC 3.15% No change 16,941 $8.8M
Sienna Gestion 0.58% Add +29.4% 16,819 $8.7M
Two Sigma Advisers, LP 0.02% New 16,600 $8.6M
TD Waterhouse Canada Inc. 0.07% Add +7.2% 16,570 $8.5M
Allianz SE 0.23% Add +12.5% 16,259 $8.5M
Cibc World Market Inc. 0.02% Add +4.5% 16,229 $8.4M
Evergreen Capital Management LLC 0.28% Add +1084.3% 16,178 $8.4M
Kentucky Retirement Systems 0.25% Reduce -7.8% 16,154 $8.4M
Chiron Investment Management, LLC 2.95% Reduce -27.9% 16,121 $8.4M
Sandy Spring Bank 0.34% Reduce -4.5% 16,020 $8.3M
Northwest & Ethical Investments L.P. 0.22% Reduce -6.7% 15,977 $8.3M
Principal Securities, Inc. 0.20% Add +17.5% 15,899 $8.3M
Mitchell Capital Management Co. 1.44% Add +25.3% 15,829 $8.2M
GAM Holding AG 0.65% Add +0.8% 15,741 $8.2M
HB Wealth Management, LLC 0.09% Add +8.8% 15,670 $8.1M
Blair William & Co. 0.02% Add +6.0% 15,636 $8.1M
Banque Cantonale Vaudoise 0.33% Add +32.7% 15,384 $8.0M
Vestcor Inc 0.25% Add +0.1% 15,147 $7.9M
Vontobel Holding Ltd. 0.03% Reduce -3.6% 15,099 $7.9M
Mizuho Securities USA LLC 0.17% Reduce -16.1% 15,037 $7.8M
NewEdge Advisors, LLC 0.05% Add +2.0% 14,656 $7.6M
Hartford Investment Management Co. 0.25% Reduce -2.1% 14,595 $7.6M
GHP Investment Advisors, Inc. 0.35% Add +0.0% 14,588 $7.6M
MAI Capital Management 0.07% Reduce -5.3% 14,415 $7.5M
Siemens Fonds Invest GmbH 0.59% Reduce -0.7% 15,150 $7.4M
Eagle Rock Investment Company, LLC 1.23% Add +25.1% 14,069 $7.3M
River Wealth Advisors LLC 0.97% Reduce -0.6% 13,927 $7.2M
Community Bank & Trust, Waco, Texas 1.59% Reduce -0.4% 13,588 $7.1M
Maryland State Retirement & Pension System 0.15% Reduce -26.0% 13,410 $7.0M
Wealthfront Advisers LLC 0.02% Reduce -6.6% 13,314 $6.9M
Rakuten Investment Management, Inc. 0.04% Add +32.8% 13,149 $6.9M
KCM Investment Advisors LLC 0.23% Reduce -0.2% 13,244 $6.9M
University of Texas/Texas Am Investment Management Co. 1.12% Add +30.4% 13,203 $6.9M
Atom Investors LP 0.72% Add +490.6% 13,170 $6.8M
Orion Porfolio Solutions, LLC 0.07% Add +10.9% 13,137 $6.8M
Orion Portfolio Solutions, LLC 0.07% Add +10.9% 13,137 $6.8M
Louisiana State Employees Retirement System 0.13% No change 13,100 $6.8M
Securian Asset Management, Inc. 0.19% Reduce -4.2% 12,803 $6.7M
Pacific Capital Partners Ltd 3.88% Reduce -2.9% 12,750 $6.6M
Leuthold Group, LLC 0.73% Reduce -6.3% 12,700 $6.6M
PARUS FINANCE (UK) Ltd 2.07% Reduce -23.8% 12,376 $6.4M
BNP Paribas 0.26% Reduce -1.6% 12,150 $6.3M
Assetmark, Inc. 0.02% Add +1.9% 12,135 $6.3M
Westbourne Investment Advisors, Inc. 2.20% Add +1.3% 12,130 $6.3M
Boston Common Asset Management, LLC 0.16% New 12,089 $6.3M
Metis Global Partners, LLC 0.20% Add +9.0% 12,064 $6.3M
Hilltop Holdings Inc. 0.40% Add +2489.1% 11,910 $6.2M
Cornerstone Advisors, LLC 0.24% No change 11,900 $6.2M
Quantinno Capital Management LP 0.08% Add +26.1% 11,889 $6.2M
Private Advisor Group, LLC 0.04% Reduce -9.8% 11,813 $6.1M
Van Den Berg Management I, Inc. 1.75% Reduce -1.2% 11,604 $6.0M
Baron Capital (BAMCO) 0.02% No change 11,600 $6.0M
Keybank National Association 0.02% Reduce -0.9% 11,580 $6.0M
Meritage Portfolio Management 0.37% Reduce -2.3% 11,516 $6.0M
Argent Trust Co 0.25% Add +7.6% 11,455 $6.0M
Cary Street Partners Investment Advisory LLC 0.22% Reduce -8.0% 11,434 $5.9M
Logan Capital Management Inc. 0.24% Reduce -6.6% 11,426 $5.9M
Kennedy Capital Management LLC 0.13% Add +4.9% 11,422 $5.9M
New Mexico Educational Retirement Board 0.20% Reduce -4.2% 11,346 $5.9M
Ostrum Asset Management 0.48% Reduce -1.9% 11,154 $5.8M
Longbow Finance SA 0.61% Reduce -20.7% 10,962 $5.7M
Shell Asset Management Co. 0.25% — 10,817 $5.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -78.4% 10,800 $5.6M
Groupama Asset Managment 0.15% Add +91.4% 13,440 $5.6M
Kingswood Wealth Advisors, LLC 0.40% Reduce -0.9% 10,733 $5.6M
Buffington Mohr McNeal 0.91% Add +7.4% 10,684 $5.6M
Van Lanschot Kempen Investment Management N.V. 0.06% Reduce -0.7% 10,678 $5.6M
Rench Wealth Management, Inc. 1.88% Add +8.1% 10,551 $5.5M
Palmer Knight Co 2.40% Add +0.5% 10,504 $5.5M
Tidal Investments LLC 0.06% Add +60.6% 10,485 $5.5M
Te Ahumairangi Investment Management Ltd 0.96% Add +39.6% 10,508 $5.4M
Oxbow Advisors, LLC 0.55% Add +0.5% 10,426 $5.4M
Stratos Wealth Partners, LTD. 0.08% Reduce -11.4% 10,409 $5.4M
Mill Capital Management, LLC 0.42% Reduce -0.5% 10,408 $5.4M
Ieq Capital, LLC 0.07% Add +6.2% 10,394 $5.4M
Impact Asset Management GmbH 2.07% — 10,370 $5.4M
BDF-Gestion 0.58% No change 10,773 $5.4M
First Trust Direct Indexing L.P. 0.29% Add +5.4% 10,313 $5.4M
Level Four Advisory Services, LLC 0.23% Add +12.1% 13,213 $5.4M
Campbell & CO Investment Adviser LLC 0.40% New 10,279 $5.3M
Globeflex Capital L P 0.51% No change 10,227 $5.3M
Bokf, NA 0.09% Reduce -2.4% 10,671 $5.3M
Van Eck Associates Corp. 0.01% Add +4.1% 12,782 $5.3M
Winmill & Co. Inc. 1.76% No change 10,040 $5.2M
Public Sector Pension Investment Board 0.03% Add +12.3% 10,032 $5.2M
Rheos Capital Works Inc. 0.27% No change 10,000 $5.2M
Vident Advisory, LLC 0.13% Add +280.4% 9,981 $5.2M
Qsemble Capital Management, LP 0.95% New 9,976 $5.2M
Toth Financial Advisory Corp. 0.60% Add +15.2% 9,835 $5.1M
Norinchukin Bank, The 0.12% Add +17.5% 9,762 $5.1M
Asio Capital, LLC 0.96% Add +2.4% 9,689 $5.0M
Peapack Gladstone Financial Corp. 0.07% Reduce -4.3% 9,687 $5.0M
Magnetar Financial LLC 0.13% Add +21.0% 9,446 $4.9M
E. Ohman J:or Asset Management AB 0.12% Reduce -5.8% 9,400 $4.9M
Beverly Hills Private Wealth, LLC 0.99% Add +25.5% 9,338 $4.9M
Empirical Finance, LLC 0.28% Add +2.0% 9,327 $4.9M
Park Avenue Securities LLC 0.05% Add +1.8% 9,302 $4.8M
Taikang Asset Management (Hong Kong) Co Ltd 0.50% Add +106.8% 9,114 $4.7M
Praxis Investment Management Inc. 0.30% No change 9,010 $4.7M
Tiaa Trust, National Association 0.01% Add +0.9% 8,963 $4.7M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.12% Reduce -24.5% 8,861 $4.6M
Agf Management Ltd. 0.02% Add +31.4% 8,858 $4.6M
Alberta Investment Management Corp 0.04% Add +66.1% 8,803 $4.6M
Clearstead Advisors, LLC 0.07% Reduce -1.1% 8,763 $4.6M
Simplify Asset Management Inc. 0.31% Add +67.3% 8,762 $4.6M
Kestra Private Wealth Services, LLC 0.08% Add +1.9% 8,742 $4.5M
Townsquare Capital LLC 0.05% Add +6.3% 8,727 $4.5M
NEOS Investment Management LLC 0.14% Add +22.9% 8,700 $4.5M
AustralianSuper Pty Ltd 0.02% Add +7.7% 8,505 $4.4M
Independent Advisor Alliance 0.16% Reduce -5.7% 8,501 $4.4M
Tocqueville Asset Management L.P. 0.07% Reduce -2.1% 8,501 $4.4M
Vinva Investment Management Ltd 0.19% Reduce -0.4% 8,429 $4.4M
LGT Fund Management Co Ltd. 0.46% Reduce -3.1% 8,706 $4.4M
Forvis Mazars Wealth Advisors, LLC 0.10% Add +1.3% 8,441 $4.4M
Mediolanum International Funds Ltd 0.06% Add +56.5% 8,328 $4.4M
Advisors Asset Management, Inc. 0.08% Add +57.4% 8,377 $4.4M
Benedict Financial Advisors Inc. 1.01% Reduce -0.4% 8,250 $4.3M
Axiom Advisory, LLC 0.04% Add +1.6% 8,000 $4.3M
Synovus Financial Corp. 0.05% Add +0.5% 8,211 $4.3M
Hamilton Capital Partners Inc. 0.37% Reduce -11.4% 8,181 $4.3M
Kentucky Farm Bureau Mutual Insurance Co 0.90% No change 8,000 $4.2M
Radnor Capital Management, LLC 0.62% Add +4.3% 7,990 $4.2M
Liberty One Investment Management, LLC 0.42% Add +5.8% 7,983 $4.2M
LMR Partners LLP 0.12% Reduce -54.4% 7,942 $4.1M
HRT Financial LP 0.02% Add +1470.3% 7,883 $4.1M
Icon Advisers Inc. 0.89% Reduce -19.6% 7,800 $4.1M
Laird Norton Wetherby Wealth Management, LLC 0.18% Reduce -4.1% 7,724 $4.0M
Oppenheimer Asset Management Inc. 0.05% Add +1.6% 7,698 $4.0M
Tandem Capital Management Corp. 2.10% Reduce -2.9% 7,681 $4.0M
Beacon Pointe Advisors, LLC 0.05% Reduce -1.7% 7,626 $4.0M
Savant Capital, LLC 0.03% Add +21.2% 7,616 $4.0M
Stanley-Laman Group, Ltd. 0.50% Reduce -3.4% 7,560 $3.9M
Cwm, LLC 0.02% Reduce -10.5% 7,545 $3.9M
United Capital Financial Advisors, LLC 0.03% Reduce -3.1% 7,475 $3.9M
Centiva Capital, LP 0.18% Add +121.3% 7,461 $3.9M
Tower Research Capital LLC (TRC) 0.10% Reduce -19.6% 7,455 $3.9M
Northwestern Mutual Investment Management Company, LLC 0.09% Reduce -0.6% 7,350 $3.8M
Burney Co./ 0.14% Reduce -15.3% 7,338 $3.8M
Family Manage LLC 0.63% Reduce -14.4% 7,326 $3.8M
Garrison Bradford & Associates Inc. 3.75% Add +1.9% 7,267 $3.8M
Round Rock Advisors LLC 0.87% No change 7,209 $3.7M
Channing Global Advisors, LLC 3.14% Add +83.4% 7,164 $3.7M
Greenleaf Trust 0.03% Reduce -1.2% 7,053 $3.7M
OneDigital Investment Advisors LLC 0.04% Add +15.5% 7,028 $3.7M
Coastline Trust Co 0.43% Reduce -1.5% 6,961 $3.6M
Strategy Asset Managers LLC 0.69% Reduce -22.5% 6,943 $3.6M
Bull Street Advisors, LLC 1.67% Reduce -0.4% 6,901 $3.6M
Kentucky Retirement Systems Insurance Trust Fund 0.25% Reduce -8.4% 6,866 $3.6M
GLOBALT Investments LLC / GA 0.13% Add +0.6% 6,857 $3.6M
Earnest Partners LLC 0.02% Reduce -1.4% 6,822 $3.5M
Voya Financial Advisors, Inc. 0.38% Add +1.1% 6,763 $3.5M
Chemistry Wealth Management LLC 0.84% Add +4.0% 6,793 $3.5M
Sequoia Financial Advisors, LLC 0.04% Add +5.3% 6,665 $3.5M
Atlantic Union Bankshares Corp 0.20% Reduce -8.1% 6,664 $3.5M
James Investment Research, Inc. 0.40% Reduce -0.1% 6,603 $3.4M
Family Legacy, Inc. 1.14% Add +2.0% 6,599 $3.4M
FJ Capital Management LLC 0.35% Add +75.6% 6,472 $3.4M
Second Half Financial Partners, LLC 1.78% New 6,462 $3.4M
Jones Financial Companies LLLP 0.00% Add +135.9% 6,375 $3.3M
Princeton Global Asset Management LLC 0.65% Reduce -1.9% 6,387 $3.3M
Plato Investment Management Ltd 0.27% Add +6.5% 6,390 $3.3M
First Hawaiian Bank 0.11% Reduce -9.9% 6,371 $3.3M
Edmp, Inc. 2.72% Reduce -1.4% 6,362 $3.3M
Hohimer Wealth Management, LLC 0.71% Reduce -0.1% 6,358 $3.3M
RDA Financial Network 1.03% Reduce -1.9% 6,352 $3.3M
Lester Murray Antman dba SimplyRich 0.92% Add +3.7% 6,336 $3.3M
Trivant Custom Portfolio Group, LLC 1.90% Add +0.5% 6,318 $3.3M
Bailard, Inc. 0.09% Add +2.1% 6,286 $3.3M
&partners 0.06% Add +65.8% 6,268 $3.3M
Timber Creek Capital Management LLC 0.91% Add +1.6% 6,243 $3.2M
TrinityPoint Wealth, LLC 0.47% Reduce -0.1% 6,228 $3.2M
Signature Estate & Investment Advisors LLC 0.07% Reduce -23.2% 6,215 $3.2M
Dynamic Advisor Solutions LLC 0.10% Reduce -0.9% 6,178 $3.2M
Fort Washington Investment Advisors Inc. 0.02% Reduce -0.3% 6,174 $3.2M
Leavell Investment Management, Inc. 0.16% Add +3.4% 6,165 $3.2M
Jackson Hole Capital Partners, LLC 0.67% Add +0.7% 6,162 $3.2M
Ascent Group, LLC 0.24% Add +25.6% 6,156 $3.2M
Greenup Street Wealth Management LLC 0.66% Reduce -29.5% 6,131 $3.2M
Transform Wealth, LLC 0.21% Reduce -4.0% 6,125 $3.2M
Portfolio Design Labs, LLC 0.89% Add +26.4% 6,107 $3.2M
Tokio Marine Asset Management Co. Ltd. 0.14% Add +8.4% 6,105 $3.2M
Readystate Asset Management LP 0.40% New 6,101 $3.2M
Anchor Investment Management, LLC 0.30% Add +22.9% 6,098 $3.2M
Guardian Capital Advisors LP 0.31% No change 6,151 $3.1M
Pinkerton Wealth, LLC 0.45% Add +1.1% 5,987 $3.1M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.10% Reduce -39.8% 5,960 $3.1M
Integrated Advisors Network LLC 0.15% Add +3.9% 5,942 $3.1M
Semmax Financial Advisors Inc. 0.84% Add +5.5% 7,441 $3.1M
Hardy Reed LLC 0.27% Add +0.0% 5,877 $3.1M
Johnson Investment Counsel Inc. 0.03% Reduce -18.6% 5,866 $3.1M
LS Investment Advisors, LLC 0.45% Add +1.1% 5,837 $3.0M
Flputnam Investment Management Co. 0.05% Reduce -4.2% 5,826 $3.0M
Bleakley Financial Group, LLC 0.09% Reduce -76.1% 5,817 $3.0M
D.A. Davidson & Co. 0.02% Reduce -2.1% 5,798 $3.0M
CenterBook Partners LP 0.18% Reduce -26.4% 5,758 $3.0M
Perbak Capital Partners LLP 2.10% Add +39.8% 5,744 $3.0M
Fred Alger Management, LLC 0.01% Reduce -54.6% 5,730 $3.0M
Choreo, LLC 0.04% Add +12.2% 5,814 $3.0M
YHB Investment Advisors, Inc. 0.24% Reduce -6.8% 5,670 $2.9M
Atria Wealth Solutions, Inc. 0.03% Add +2.5% 5,527 $2.9M
Ossiam 0.06% Reduce -50.5% 5,519 $2.9M
Oppenheimer & Co. Inc. 0.04% Reduce -1.2% 5,499 $2.9M
Camden National Bank 0.41% Reduce -1.0% 5,494 $2.9M
Virtu Financial LLC 0.16% New 5,438 $2.8M
Stock Yards Bank & Trust Co. 0.09% Reduce -14.7% 5,415 $2.8M
Evergreen Wealth Management, LLC 1.68% Add +36.0% 5,353 $2.8M
Greenfield Savings Bank 1.31% Reduce -0.1% 5,331 $2.8M
Keudell/Morrison Wealth Management 0.75% Add +0.3% 5,295 $2.8M
Harbert Fund Advisors, LLC 2.20% Reduce -8.7% 5,250 $2.7M
Group One Trading LLC 0.11% New 5,234 $2.7M
Legacy Trust 0.62% Add +0.3% 5,231 $2.7M
AIA Group Ltd 0.07% Add +14.1% 5,204 $2.7M
Unique Wealth Strategies, LLC 1.16% Reduce -0.2% 5,192 $2.7M
Raymond James Trust N.A. 0.06% Add +3.9% 5,180 $2.7M
Castellan Group 1.13% Reduce -4.5% 5,169 $2.7M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 5,100 $2.7M
Dynamic Technology Lab Private Ltd 0.28% New 5,081 $2.6M
Community Bank, N.A. 0.33% Reduce -0.2% 5,035 $2.6M
Eisler Capital (UK) Ltd. 0.62% Add +29.8% 5,030 $2.6M
Accurate Wealth Management, LLC 0.52% Reduce -5.3% 5,350 $2.6M
Narwhal Capital Management 0.23% Reduce -39.8% 4,925 $2.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +460.1% 4,923 $2.6M
Delta Capital Management LLC 1.50% No change 4,920 $2.6M
Strategic Wealth Partners, Ltd. 0.24% Reduce -28.2% 4,900 $2.5M
Harfst & Associates, Inc. 0.57% Add +7.5% 4,894 $2.5M
Legato Capital Management LLC 0.31% Add +30.4% 4,854 $2.5M
Intrust Bank NA 0.25% Reduce -0.1% 4,838 $2.5M
Oak Associates Ltd. 0.17% No change 4,833 $2.5M
Bangor Savings Bank 0.24% Reduce -3.7% 4,832 $2.5M
Malaga Cove Capital, LLC 1.01% Add +0.6% 4,831 $2.5M
Scholtz & Company, LLC 1.19% Add +0.6% 4,827 $2.5M
Old National Bancorp 0.06% Add +1.6% 4,813 $2.5M
Headlands Technologies LLC 0.29% Add +28.4% 4,809 $2.5M
Moody National Bank Trust Division 0.27% Add +15.2% 4,795 $2.5M
Bison Wealth, LLC 0.40% Reduce -4.0% 4,785 $2.5M
Cetera Trust Company, N.A 1.49% Reduce -2.5% 4,686 $2.4M
Avitas Wealth Management LLC 0.34% Add +1.4% 4,674 $2.4M
Lido Advisors, LLC 0.02% Add +12.4% 4,669 $2.4M
Onex Canada Asset Management Inc. 0.28% Reduce -7.9% 4,629 $2.4M
Stonebridge Capital Advisors LLC 0.20% Reduce -1.3% 4,621 $2.4M
Bartlett & Co. Wealth Management LLC 0.03% Add +1.3% 4,584 $2.4M
Wilmington Savings Fund Society, FSB 0.04% New 4,571 $2.4M
Atlas Capital Advisors Inc. 0.36% Add +7.3% 4,555 $2.4M
Pettyjohn, Wood & White, Inc. 0.44% Reduce -1.1% 4,547 $2.4M
Bragg Financial Advisors, Inc 0.10% Reduce -1.1% 4,518 $2.3M
Csenge Advisory Group 0.12% Add +14.6% 4,660 $2.3M
IMA Advisory Services, Inc. 0.51% Reduce -3.8% 4,497 $2.3M
Heritage Wealth Advisors 0.11% Add +0.0% 4,473 $2.3M
Signaturefd, LLC 0.04% Reduce -3.6% 4,454 $2.3M
Paralel Advisors LLC 0.10% No change 4,403 $2.3M
Drucker Wealth 3.0, LLC 0.55% Add +3.3% 4,384 $2.3M
Regions Financial Corp. 0.02% Reduce -2.6% 4,378 $2.3M
Sabal Trust CO 0.12% Add +0.1% 4,367 $2.3M
Maia Wealth LLC 0.56% Add +25.1% 5,385 $2.3M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +0.2% 4,319 $2.2M
Carrera Capital Advisors 0.55% Add +13.9% 4,316 $2.2M
Allen Investment Management, LLC 0.03% Reduce -17.4% 4,310 $2.2M
Parallax Volatility Advisers, L.P. 0.07% Add +15.6% 4,284 $2.2M
Walleye Capital LLC 0.03% Add +1933.3% 4,270 $2.2M
Sapient Capital LLC 0.04% Reduce -3.0% 4,252 $2.2M
Barden Capital Management, Inc. 1.94% Add +2.4% 4,251 $2.2M
Hofer & Associates. Inc 1.52% Reduce -1.9% 4,245 $2.2M
Global Retirement Partners, LLC 0.07% Add +8.8% 4,189 $2.2M
Two Sigma Securities, LLC 0.17% Add +44.8% 4,176 $2.2M
Los Angeles Capital Management LLC 0.01% Reduce -95.4% 4,161 $2.2M
Alpine Woods Capital Investors, LLC 0.38% Reduce -0.2% 5,082 $2.2M
Essex Financial Services, Inc. 0.15% Reduce -4.3% 5,111 $2.1M
Tufton Capital Management 0.40% No change 4,124 $2.1M
Coldstream Capital Management Inc. 0.05% Add +13.3% 4,186 $2.1M
Horizon Investment Services, LLC 0.91% Reduce -7.2% 4,097 $2.1M
Lederer & Associates Investment Counsel 1.50% Reduce -0.2% 4,088 $2.1M
Vista Investment Management 0.80% Add +0.1% 4,082 $2.1M
Farmers & Merchants Trust Co of Chambersburg PA 0.81% Add +2.5% 4,064 $2.1M
AMG National Trust Bank 0.06% Reduce -0.0% 4,059 $2.1M
Great Valley Advisor Group, Inc. 0.05% Reduce -1.6% 4,039 $2.1M
Meeder Advisory Services, Inc. 0.14% Reduce -0.3% 4,037 $2.1M
DB Fitzpatrick & Co, Inc 1.84% Add +8.2% 4,035 $2.1M
Intellectus Partners, LLC 0.54% Reduce -3.8% 4,020 $2.1M
Patriot Financial Group Insurance Agency, LLC 0.28% No change 4,012 $2.1M
Elevation Point Wealth Partners, LLC 0.20% Add +0.9% 4,010 $2.1M
Alpha DNA Investment Management LLC 1.14% Add +6.1% 4,010 $2.1M
Ally Financial Inc. 0.25% Add +100.0% 4,000 $2.1M
Zurich Insurance Group Ltd 0.02% No change 4,000 $2.1M
Valeo Financial Advisors, LLC 0.06% Reduce -15.3% 3,973 $2.1M
Granite Harbor Advisors, Inc. 1.22% Add +1.2% 3,971 $2.1M
AE Wealth Management LLC 0.02% Reduce -24.0% 3,956 $2.1M
Advisory Services Network, LLC 0.04% No change 3,778 $2.0M
Smith, Moore & Co. 0.20% No change 3,933 $2.0M
Lecap Asset Management Ltd. 0.43% New 3,862 $2.0M
Profund Advisors LLC 0.08% Add +8.8% 3,842 $2.0M
Peoples Bank 1.33% No change 3,824 $2.0M
Alps Advisors Inc. 0.01% Reduce -52.7% 3,815 $2.0M
Parallel Advisors, LLC 0.05% Reduce -2.7% 3,814 $2.0M
Horizon Investments, LLC 0.05% Add +55.7% 3,812 $2.0M
FRG Family Wealth Advisors LLC 0.35% No change 3,810 $2.0M
Frank, Rimerman Advisors LLC 0.14% Reduce -3.2% 3,794 $2.0M
Integrated Wealth Concepts LLC 0.02% Add +3.1% 3,756 $2.0M
Chesley Taft & Associates LLC 0.09% No change 3,749 $1.9M
Oak Thistle LLC 0.63% New 3,744 $1.9M
HF Advisory Group, LLC 0.90% Add +12.5% 3,731 $1.9M
Mitchell McLeod Pugh & Williams Inc. 0.40% No change 3,715 $1.9M
Uncommon Cents Investing LLC 0.54% Add +1.3% 3,695 $1.9M
Qtron Investments LLC 0.26% No change 3,694 $1.9M
Syon Capital LLC 0.17% Add +0.4% 3,649 $1.9M
Cohen Klingenstein LLC 0.07% No change 3,600 $1.9M
Summit Trail Advisors, LLC 0.05% Add +15.3% 3,545 $1.8M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -10.3% 3,571 $1.8M
Dorsey & Whitney Trust CO LLC 0.10% Add +4.4% 3,535 $1.8M
Twin City Private Wealth, LLC 1.59% Add +4.8% 3,532 $1.8M
Kornitzer Capital Management Inc. 0.03% No change 3,495 $1.8M
Apollon Wealth Management, LLC 0.05% Reduce -8.2% 3,474 $1.8M
Archford Capital Strategies, LLC 0.27% Add +3.5% 3,472 $1.8M
GTS Securities LLC 0.04% Add +182.4% 3,397 $1.8M
Brighton Jones LLC 0.07% Reduce -16.1% 3,352 $1.7M
iSAM Funds (UK) Ltd 0.99% Add +171.9% 3,352 $1.7M
Belpointe Asset Management LLC 0.10% Reduce -11.7% 3,347 $1.7M
Freedom Day Solutions, LLC 0.54% Add +1.3% 3,335 $1.7M
SpiderRock Advisors, LLC 0.04% Add +25.4% 3,297 $1.7M
Souders Financial Advisors 0.24% Reduce -0.0% 3,293 $1.7M
Haverford Trust Co 0.02% Add +0.4% 3,290 $1.7M
Waverly Advisors, LLC 0.03% Add +4.2% 3,277 $1.7M
Ritholtz Wealth Management 0.05% Reduce -26.7% 3,277 $1.7M
Fidelis Capital Partners, LLC 0.20% Add +14.1% 4,051 $1.7M
Merit Financial Group, LLC 0.04% Reduce -9.0% 3,226 $1.7M
Sentry LLC 0.32% Add +0.9% 3,209 $1.7M
Lake Street Advisors Group, LLC 0.08% Reduce -0.8% 3,172 $1.6M
Knollwood Investment Advisory, LLC 0.18% Reduce -16.9% 3,164 $1.6M
Verdad Advisers, LP 2.18% Add +4.0% 3,134 $1.6M
Wealth Architects, LLC 0.18% Add +0.2% 3,124 $1.6M
Nomura Holdings Inc. 0.01% Reduce -49.1% 3,101 $1.6M
GAMMA Investing LLC 0.16% Add +19.3% 3,098 $1.6M
Insight Wealth Strategies, LLC 0.21% Add +2.0% 3,083 $1.6M
Capstone Investment Advisors, LLC 0.06% Add +23.4% 3,073 $1.6M
Pensionfund Sabic 0.50% Reduce -14.1% 3,050 $1.6M
Rehmann Capital Advisory Group 0.10% Add +11.8% 2,997 $1.6M
Institute for Wealth Management, LLC. 0.20% Reduce -1.1% 2,996 $1.6M
Wedbush Securities Inc. 0.06% Reduce -21.8% 2,996 $1.6M
Foresight Global Investors, Inc. 0.84% Add +13.2% 2,995 $1.6M
TD Private Client Wealth LLC 0.04% Add +4.5% 2,994 $1.6M
APG Asset Management US Inc. 0.01% Reduce -92.7% 3,040 $1.6M
Brevan Howard Capital Management LP 0.08% Reduce -71.5% 2,980 $1.5M
Blue Trust, Inc. 0.02% Add +36.9% 2,836 $1.5M
Pinnacle Financial Partners Inc 0.03% Add +1.6% 2,945 $1.5M
Westpac Banking Corp. 0.10% Add +5.8% 2,943 $1.5M
Pinnacle Associates Ltd. 0.03% Reduce -20.0% 3,228 $1.5M
Cape Investment Advisory, Inc. 0.61% Add +1.2% 2,896 $1.5M
Cunning Capital Partners, LP 0.78% No change 2,880 $1.5M
Asset Dedication, LLC 0.10% Reduce -1.2% 2,870 $1.5M
Oxford Wealth Group, LLC 1.21% Reduce -26.0% 2,863 $1.5M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -3.5% 2,851 $1.5M
Forum Financial Management, LP 0.02% Add +4.3% 2,826 $1.5M
Searle & Co. 0.37% No change 2,826 $1.5M
Smithbridge Asset Management Inc. 0.25% Add +84.0% 2,819 $1.5M
Mission Creek Capital Partners, Inc. 0.34% Add +3.6% 2,808 $1.5M
Ascentis Independent Advisors 0.23% Add +1.1% 2,806 $1.5M
King Wealth Management Group 0.23% No change 2,793 $1.5M
Hennion & Walsh Asset Management, Inc. 0.07% Reduce -27.4% 2,787 $1.4M
HighPoint Advisor Group LLC 0.08% Add +0.8% 3,469 $1.4M
Power Wealth Management LLC 0.61% Add +11.9% 2,757 $1.4M
Graves Light Lenhart Wealth, Inc. 0.18% Reduce -4.5% 2,741 $1.4M
Thoroughbred Financial Services, LLC 0.09% Add +0.9% 2,740 $1.4M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -2.5% 2,738 $1.4M
Graypoint LLC 0.09% Add +10.3% 2,731 $1.4M
Copperleaf Capital, LLC 1.08% Reduce -1.8% 2,724 $1.4M
Insight Inv LLC 1.18% Reduce -1.2% 2,713 $1.4M
Trust Asset Management LLC 0.11% No change 2,711 $1.4M
Retirement Guys Formula LLC 0.66% Add +8.3% 2,710 $1.4M
Western Wealth Management, LLC 0.08% Add +196.1% 2,700 $1.4M
Snowden Capital Advisors LLC 0.04% Reduce -0.3% 2,697 $1.4M
W.G. Shaheen & Associates DBA Whitney & Co 0.15% Reduce -3.7% 2,677 $1.4M
Citizens Financial Group Inc. 0.03% Add +14.0% 2,664 $1.4M
Mgo One Seven LLC 0.06% Reduce -2.9% 2,661 $1.4M
Fiduciary Trust Co 0.02% Add +28.3% 2,655 $1.4M
Machina Capital S.A.S. 0.55% New 2,639 $1.4M
First Business Financial Services, Inc. 0.14% Add +6.0% 2,635 $1.4M
Checchi Capital Advisers, LLC 0.10% Reduce -1.6% 2,591 $1.3M
Trueblood Wealth Management, LLC 0.67% Add +4.3% 2,577 $1.3M
Acropolis Investment Management, LLC 0.08% Reduce -1.0% 2,570 $1.3M
Principle Wealth Partners LLC 0.09% No change 2,554 $1.3M
Matisse Capital 0.64% No change 2,550 $1.3M
Concourse Financial Group Securities, Inc. 0.08% Add +126.5% 2,546 $1.3M
FSB Premier Wealth Management, Inc. 0.54% Add +31.4% 2,515 $1.3M
Hancock Whitney Corp. 0.04% Reduce -27.3% 2,509 $1.3M
EHP Funds Inc. 0.91% New 2,500 $1.3M
HighVista Strategies LLC 0.45% New 2,500 $1.3M
Ami Investment Management Inc. 0.44% New 2,488 $1.3M
WESPAC Advisors SoCal, LLC 0.30% Add +21.3% 2,481 $1.3M
UMB Bank, n.a. 0.02% Reduce -6.3% 2,479 $1.3M
TriaGen Wealth Management LLC 0.43% New 2,465 $1.3M
Empower Advisory Group, LLC 0.00% Reduce -5.3% 2,455 $1.3M
Benchmark Investment Advisors LLC 0.91% Add +3.4% 2,454 $1.3M
Richwood Investment Advisors, LLC 1.06% Reduce -1.4% 2,454 $1.3M
Concord Wealth Partners 0.21% Add +9.3% 2,445 $1.3M
Patton Albertson Miller Group, LLC 0.17% No change 2,427 $1.3M
Herold Advisors, Inc. 0.27% Reduce -1.4% 2,416 $1.3M
First National Bank of Hutchinson 0.81% Add +10.1% 2,416 $1.3M
Aljian Capital Management, LLC 0.29% New 2,407 $1.3M
Shelton Capital Management 0.03% Add +72.6% 2,399 $1.2M
Cigna Investments Inc. 0.22% Reduce -0.7% 2,390 $1.2M
9258 Wealth Management, LLC 0.18% Reduce -2.0% 2,389 $1.2M
Sigma Planning Corp 0.04% Add +4.8% 2,385 $1.2M
Professional Financial Advisors, LLC 0.32% New 2,380 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -4.0% 2,349 $1.2M
Vestor Capital, LLC 0.10% Add +38.3% 2,346 $1.2M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Reduce -5.4% 2,345 $1.2M
SeaCrest Wealth Management, LLC 0.13% Add +1.8% 2,336 $1.2M
Financial Security Advisor, Inc. 0.30% Add +0.1% 2,324 $1.2M
AlphaQuest LLC 0.11% Add +201.6% 2,319 $1.2M
DGS Capital Management, LLC 0.33% Add +2.6% 2,316 $1.2M
Fortem Financial Group, LLC 0.49% Reduce -7.7% 2,311 $1.2M
Ballentine Partners, LLC 0.02% Reduce -13.0% 2,302 $1.2M
Simplicity Wealth,LLC 0.11% Reduce -90.8% 2,300 $1.2M
RFG Advisory, LLC 0.04% Add +11.2% 2,299 $1.2M
Curi Capital, LLC 0.03% Reduce -10.5% 2,296 $1.2M
Wolverine Asset Management LLC 0.12% Reduce -31.9% 2,295 $1.2M
Quadrant Capital Group LLC 0.08% Reduce -2.0% 2,290 $1.2M
Inspire Investing, LLC 0.12% Reduce -38.6% 2,276 $1.2M
Meeder Asset Management Inc. 0.08% Reduce -95.0% 2,269 $1.2M
44 Wealth Management LLC 0.41% — 2,835 $1.2M
Paloma Partners Management Co 0.08% New 2,264 $1.2M
Sumitomo Life Insurance Co. 0.02% Add +2.8% 2,264 $1.2M
Donaldson Capital Management, LLC 0.05% Reduce -65.1% 2,260 $1.2M
Pitcairn Co. 0.07% Reduce -17.3% 2,257 $1.2M
Stableford Capital II LLC 0.47% Reduce -0.1% 2,329 $1.2M
Prelude Capital Management, LLC 0.09% New 2,245 $1.2M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -1.8% 2,242 $1.2M
Perigon Wealth Management, LLC 0.03% Reduce -2.0% 2,229 $1.2M
Buckley Wealth Management, LLC 0.36% Add +0.5% 2,225 $1.2M
Fortis Capital Advisors, LLC 0.39% Reduce -18.1% 2,223 $1.2M
Wedmont Private Capital 0.07% Add +12.7% 2,348 $1.2M
PGGM Investments 0.01% Reduce -4.5% 2,215 $1.2M
Pure Financial Advisors, LLC 0.03% Add +0.5% 2,215 $1.2M
Smartleaf Asset Management LLC 0.14% Add +14.0% 2,195 $1.2M
Fifth Third Wealth Advisors LLC 0.07% Add +1.8% 2,206 $1.1M
Romano Brothers and Company 0.14% No change 2,200 $1.1M
Roundview Capital LLC 0.08% Add +0.3% 2,168 $1.1M
Alaska Permanent Fund Corp 0.02% No change 2,164 $1.1M
Acadian Asset Management LLC 0.00% Reduce -68.5% 2,156 $1.1M
Daymark Wealth Partners, LLC 0.05% Add +1.4% 2,150 $1.1M
CW Advisors, LLC 0.01% Add +26.0% 2,149 $1.1M
Modern Wealth Management, LLC 0.07% Reduce -23.2% 2,139 $1.1M
Nilsine Partners, LLC 0.14% Reduce -5.7% 2,136 $1.1M
Ameritas Advisory Services, LLC 0.05% Reduce -0.1% 2,135 $1.1M
Mission Wealth Management, LP 0.03% Add +0.3% 2,121 $1.1M
Vise Technologies, Inc. 0.14% Add +29.6% 2,117 $1.1M
CSS LLC 0.20% Reduce -8.7% 2,100 $1.1M
PKO Investment Management Joint-Stock Co 0.13% Add +23.5% 2,100 $1.1M
USA Financial Formulas 0.17% Reduce -18.3% 2,093 $1.1M
LBP Am SA 0.02% Reduce -47.9% 2,091 $1.1M
Balentine LLC 0.04% Add +261.0% 2,083 $1.1M
NorthRock Partners, LLC 0.04% Add +2.2% 2,078 $1.1M
Cidel Asset Management Inc. 0.08% No change 2,060 $1.1M
Harbour Investments, Inc. 0.03% Reduce -1.5% 2,057 $1.1M
EP Wealth Advisors, LLC 0.01% Add +8.5% 2,042 $1.1M
Chicago Capital, LLC 0.03% Reduce -0.6% 2,024 $1.1M
Concord Asset Management, LLC 0.24% Add +11.7% 2,013 $1.0M
Pacific Global Investment Management Co. 0.19% Reduce -2.3% 2,009 $1.0M
Garrison Point Advisors, LLC 0.64% No change 2,000 $1.0M
NJ State Employees Deferred Compensation Plan 0.12% No change 2,000 $1.0M
Moors & Cabot, Inc. 0.05% Reduce -0.5% 1,998 $1.0M
Willner & Heller, LLC 0.93% Add +0.3% 1,997 $1.0M
1ST Source Bank 0.06% Reduce -5.3% 1,976 $1.0M
Seeds Investor LLC 0.38% Reduce -3.3% 1,972 $1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +26.0% 1,970 $1.0M
Exchange Traded Concepts, LLC 0.02% Add +50.8% 1,970 $1.0M
Silver Oak Securities, Incorporated 0.11% Add +791.4% 1,961 $1.0M
Austin Private Wealth, LLC 0.10% No change 1,967 $1.0M
Heritage Wealth Management, Inc. 0.34% Reduce -7.9% 1,967 $1.0M
Taylor Financial Group, Inc. 0.71% Reduce -4.8% 1,965 $1.0M
Financial Counselors Inc. 0.01% Add +2.7% 1,953 $1.0M
Towne Trust Company, N.A 0.36% Add +15.8% 1,947 $1.0M
Northern Financial Advisors Inc 0.75% Reduce -2.8% 1,910 $993K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Reduce -0.4% 1,906 $991K
Sanders Morris Harris LLC 0.16% No change 1,900 $988K
Harbor Investment Advisory, LLC 0.10% Reduce -1.7% 1,897 $986K
Analyst IMS Investment Management Services Ltd. 0.04% No change 1,894 $985K
Delphi Management Inc. 0.89% Reduce -10.4% 1,893 $984K
Apella Capital, LLC 0.04% Add +0.4% 1,936 $978K
Erste Asset Management GmbH 0.01% Add +8.4% 1,868 $978K
Procyon Advisors, LLC 0.07% Add +0.1% 1,878 $977K
Kirtland Hills Capital Management, LLC 0.54% Reduce -3.0% 1,870 $972K
Garde Capital, Inc. 0.06% No change 1,856 $965K
Moloney Securities Asset Management, LLC 0.13% Reduce -0.8% 1,850 $962K
Bremer Bank National Association 0.18% Reduce -1.0% 1,849 $961K
Frisch Financial Group, Inc. 0.29% Add +0.3% 1,848 $961K
Sompo Asset Management Co., Ltd. 0.15% Add +7.7% 1,830 $952K
Clarius Group, LLC 0.07% Reduce -3.0% 1,823 $948K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,819 $946K
Detalus Advisors, LLC 0.31% No change 1,807 $940K
Advisors Capital Management, LLC 0.02% Add +5.2% 1,793 $933K
Strategic Financial Services, Inc. 0.06% Reduce -9.9% 1,783 $927K
Sendero Wealth Management, LLC 0.15% No change 1,774 $922K
Defined Wealth Management, LLC 0.60% Add +0.5% 1,769 $920K
EverSource Wealth Advisors, LLC 0.06% Add +23.1% 1,761 $916K
Equitable Trust Co. 0.06% Add +159.6% 1,760 $915K
Intact Investment Management Inc. 0.03% New 1,760 $915K
OmniStar Financial Group, Inc. 0.68% Add +8.3% 1,744 $912K
Conning Inc. 0.03% Reduce -1.4% 1,748 $909K
Scientech Research LLC 0.18% New 1,745 $907K
StoneX Group Inc. 0.07% Add +44.9% 1,736 $903K
Valmark Advisers, Inc. 0.01% Reduce -5.4% 1,709 $889K
Mutual Advisors, LLC 0.03% Reduce -26.4% 2,111 $885K
Baader Bank Aktiengesellschaft 0.07% Reduce -84.5% 1,710 $883K
Verus Financial Partners, Inc. 0.10% Add +0.1% 1,714 $876K
PDS Planning, Inc 0.08% Add +2.3% 1,684 $876K
Florida Trust Wealth Management Co 0.03% Add +12.8% 1,682 $875K
Virtus Advisers, LLC 0.41% New 1,678 $873K
Outlook Wealth Advisors, LLC 0.25% Reduce -1.1% 1,674 $871K
Gratus Wealth Advisors, LLC 0.14% Reduce -8.0% 1,767 $869K
Busey Bank 0.03% Add +0.4% 1,669 $868K
CHICAGO TRUST Co NA 0.16% Add +110.2% 1,667 $867K
Burke & Herbert Bank & Trust Co. 0.20% Reduce -1.4% 1,666 $866K
Catalina Capital Group, LLC 0.29% Add +1.7% 1,656 $861K
Brogan Financial, Inc. 0.49% Add +0.4% 1,656 $861K
New England Research & Management, Inc. 0.40% Reduce -2.9% 1,650 $858K
Bridgeway Capital Management, LLC 0.02% Reduce -10.8% 1,650 $858K
Kapstone Financial Advisors LLC 0.52% Reduce -4.1% 1,626 $852K
Private Trust Co. NA 0.09% Reduce -1.1% 1,628 $846K
Plancorp, LLC 0.03% Add +0.6% 1,622 $843K
Money Concepts Capital Corp. 0.06% Add +2.3% 1,618 $842K
Verity Asset Management, Inc. 0.32% Add +17.3% 1,762 $841K
Ruggaard & Associates LLC 0.36% New 1,609 $837K
United Community Bank 0.33% Reduce -15.8% 1,606 $835K
Leonteq Securities AG 0.10% Reduce -3.6% 1,597 $830K
Systematic Alpha Investments, LLC 0.03% No change 1,597 $830K
Linden Thomas Advisory Services, LLC 0.11% Add +1.0% 1,588 $826K
Brooklyn Investment Group 0.27% Add +4.7% 1,586 $825K
Aster Capital Management (DIFC) Ltd 0.18% — 1,586 $825K
First Merchants Corp. 0.03% Add +0.2% 1,585 $824K
Sage Mountain Advisors LLC 0.07% Reduce -2.6% 1,582 $822K
Evermay Wealth Management LLC 0.13% Reduce -0.7% 1,578 $821K
Global Trust Asset Management, LLC 0.30% Reduce -4.0% 1,575 $819K
Beacon Financial Group 0.09% Reduce -0.1% 1,573 $818K
Net Worth Advisory Group 0.24% — 1,554 $808K
Twin Capital Management Inc. 0.09% Reduce -2.1% 1,552 $807K
Westfield Capital Management Co. LP 0.00% Add +26.1% 1,551 $807K
Thomasville National Bank 0.06% No change 1,550 $806K
McElhenny Sheffield Capital Management, LLC 0.26% Reduce -2.6% 1,546 $804K
Oxford Asset Management LLP 0.68% New 1,538 $800K
CENTRAL TRUST Co 0.02% Reduce -34.9% 1,531 $796K
Buckingham Capital Management, Inc. 0.09% No change 1,526 $794K
Middleton & Co. Inc. 0.09% No change 1,525 $793K
Farther Finance Advisors, LLC 0.03% Add +26.3% 1,523 $792K
Compass Wealth Management LLC 0.19% Reduce -3.2% 1,518 $789K
Wealthcare Advisory Partners LLC 0.02% Reduce -9.2% 1,517 $789K
Douglass Winthrop Advisors, LLC 0.01% No change 1,512 $786K
Mowery & Schoenfeld Wealth Management, LLC 1.24% No change 1,511 $786K
KG Capital Management 0.25% Add +2.9% 1,510 $785K
Bank of Marin 0.63% Reduce -3.6% 1,509 $785K
ROI Financial Advisors, LLC 0.54% Reduce -1.8% 1,508 $784K
IHT Wealth Management, LLC 0.02% Add +9.8% 1,506 $780K
Duncker Streett & Co. Inc. 0.14% No change 1,492 $776K
Berkshire Asset Management LLC 0.04% No change 1,426 $773K
Argent Financial Group, Inc. 0.09% — 1,484 $772K
Prudent Man Advisors, LLC 0.26% Reduce -1.7% 1,482 $771K
Clear Harbor Asset Management, LLC 0.06% Add +20.1% 1,481 $770K
J. W. Coons Advisors, LLC 0.14% Reduce -3.3% 1,480 $770K
Dark Forest Capital Management LP 0.10% Reduce -21.7% 1,479 $769K
Centaurus Financial, Inc. 0.05% Add +60.9% 1,477 $768K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -7.9% 1,476 $768K
Concurrent Investment Advisors, LLC 0.02% Reduce -4.0% 1,475 $767K
Fielder Capital Group LLC 0.25% Add +4.1% 1,462 $760K
Quent Capital, LLC 0.08% Reduce -1.6% 1,458 $759K
McLean Asset Management Corp 0.23% Reduce -0.5% 1,538 $757K
Sara-Bay Financial 0.27% New 1,452 $755K
Howard Capital Management, LLC 0.01% New 1,452 $755K
Schechter Investment Advisors, LLC 0.06% Add +2.4% 1,443 $750K
Composition Wealth, LLC 0.02% Add +4.0% 1,442 $750K
Commerzbank Aktiengesellschaft 0.02% Add +35.2% 1,437 $748K
Glenview Trust Co 0.01% Reduce -2.0% 1,429 $743K
Hollencrest Capital Management 0.03% Reduce -11.2% 1,411 $734K
Atlas Private Wealth Advisors 0.11% Add +0.3% 1,408 $732K
Keystone Financial Services 0.28% Add +9.5% 1,403 $730K
Brookstone Capital Management 0.01% Add +7.5% 1,399 $728K
Fullcircle Wealth LLC 0.33% Add +1.5% 1,743 $727K
Premier Path Wealth Partners, LLC 0.11% Reduce -1.3% 1,392 $724K
CX Institutional 0.03% Reduce -90.0% 1,390 $723K
Wealth Management Associates, Inc. 0.32% No change 1,387 $721K
Horizon Bancorp Inc. 0.33% Add +83.8% 1,386 $721K
Everhart Financial Group, Inc. 0.16% Add +7.3% 1,384 $720K
SevenBridge Financial Group, LLC 0.14% Add +114.9% 1,689 $719K
Stratos Investment Management, LLC 0.05% Add +2.8% 1,379 $717K
Genesee Capital Advisors, LLC 0.34% Reduce -1.3% 1,376 $716K
One Wealth Map LLC 0.42% Add +1.4% 1,478 $715K
Realta Investment Advisors 0.33% Reduce -50.6% 1,403 $714K
Keystone Financial Group 0.09% Add +4.6% 1,370 $713K
Kestra Investment Management, LLC 0.03% New 1,365 $710K
Wealth Alliance, LLC 0.08% Add +2.7% 1,350 $702K
JB Capital LLC 0.04% Add +19.5% 1,346 $700K
Wesbanco Bank Inc. 0.02% Reduce -5.7% 1,335 $694K
PFG Investments, LLC 0.04% Add +72.7% 1,333 $693K
Legacy Financial Advisors, Inc. 0.12% Add +2.4% 1,327 $690K
J.W. Cole Advisors, Inc. 0.03% Add +3.8% 1,325 $689K
Ransom Advisory, Ltd 0.32% No change 1,325 $689K
Inceptionr LLC 0.17% New 1,323 $688K
Meridian Wealth Management, LLC 0.03% New 1,320 $686K
Allworth Financial LP 0.00% Add +0.8% 1,318 $685K
Patrick M Sweeney & Associates, Inc. 0.50% Add +4.5% 1,318 $685K
Shufro Rose & Co. LLC 0.06% No change 1,263 $684K
Salem Investment Counselors Inc. 0.02% Add +0.3% 1,315 $684K
Boothbay Fund Management, LLC 0.02% Add +254.2% 1,314 $683K
Prime Capital Investment Advisors, LLC 0.01% Reduce -10.6% 1,314 $683K
Independence Bank of Kentucky 0.15% Add +44.3% 1,303 $678K
Constitution Capital LLC 0.36% No change 1,300 $676K
LRI Investments, LLC 0.07% Add +3.4% 1,661 $676K
Indie Asset Partners, LLC 0.51% Reduce -0.3% 1,297 $674K
Colonial Trust Co / SC 0.10% Add +3.2% 1,286 $669K
Hurlow Wealth Management Group, Inc. 0.21% Add +3.4% 1,271 $661K
Solidarity Wealth, LLC 0.18% No change 1,268 $659K
Foster & Motley Inc. 0.04% Reduce -11.3% 1,266 $658K
Bedel Financial Consulting, Inc. 0.09% Reduce -5.0% 1,262 $656K
Crestline Management, L.P. 0.04% New 1,262 $656K
Holderness Investments Co. 0.14% Add +0.1% 1,261 $656K
Arax Advisory Partners 0.06% Add +1.2% 1,261 $655K
Naples Global Advisors, LLC 0.06% Add +10.5% 1,260 $655K
Legacy Advisors, LLC 0.07% Add +5.1% 1,254 $652K
Gryphon Financial Partners LLC 0.09% Reduce -1.4% 1,250 $650K
Joel Isaacson & Co., LLC 0.03% Add +9.0% 1,243 $646K
World Equity Group, Inc. 0.23% Reduce -66.7% 1,241 $645K
Prospera Financial Services Inc 0.02% Reduce -0.5% 1,225 $640K
JGP Global Gestao de Recursos Ltda. 1.25% Add +4.9% 1,227 $638K
GeoWealth Management, LLC 0.02% Reduce -0.6% 1,221 $635K
Tranquilli Financial Advisor LLC 0.40% Reduce -0.4% 1,216 $632K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.23% No change 1,213 $631K
Accredited Investors Inc. 0.04% Add +0.1% 1,213 $631K
Focus Partners Advisor Solutions, LLC 0.01% Add +40.0% 1,207 $628K
Keel Point, LLC 0.05% Reduce -3.5% 1,200 $624K
Highland Capital Management, LLC 0.04% No change 1,200 $624K
First Foundation Advisors 0.02% Reduce -5.8% 1,200 $624K
First Manhattan Co. Llc. 0.00% Add +1.6% 1,198 $623K
Avestar Capital, LLC 0.07% Add +4.8% 1,193 $620K
Humankind Investments LLC 0.22% Add +5.9% 1,190 $619K
Vantage Financial Partners, LLC 0.15% Add +7.2% 1,186 $617K
Fox Run Management, L.L.C. 0.14% Add +38.1% 1,185 $616K
Intelligence Driven Advisers, LLC 0.09% Add +6.4% 1,179 $613K
Avior Wealth Management, LLC 0.02% Add +0.5% 1,178 $613K
Weinberger Asset Management, Inc 0.26% Reduce -0.3% 1,178 $613K
CFO4Life Group, LLC 0.11% Reduce -1.8% 1,178 $613K
Axq Capital, LP 0.18% Reduce -44.8% 1,177 $612K
Affinity Investment Advisors, LLC 0.42% No change 1,170 $608K
Seneca House Advisors 0.26% Reduce -2.3% 1,170 $608K
Moneta Group Investment Advisors LLC 0.01% Add +3.6% 1,169 $608K
Ellevest, Inc. 0.03% Add +2.9% 1,163 $605K
IFP Advisors, Inc 0.02% Add +35.5% 1,157 $603K
Centric Wealth Management 0.16% No change 1,403 $602K
Monarch Capital Management Inc. 0.16% No change 1,153 $600K
Sonoma Private Wealth LLC 0.93% Reduce -0.9% 1,152 $599K
Sound View Wealth Advisors Group, LLC 0.05% Add +5.1% 1,146 $596K
Waldron Private Wealth LLC 0.02% Add +7.2% 1,143 $594K
Oxford Financial Group, LTD. LLC 0.04% Reduce -11.7% 1,138 $592K
Northwest Bancshares, Inc. 0.10% Reduce -16.7% 1,134 $590K
Fulton Bank, N.A. 0.02% Reduce -0.1% 1,129 $587K
Stiles Financial Services Inc 0.21% Reduce -1.3% 1,126 $586K
Astoria Portfolio Advisors LLC. 0.20% Add +30.4% 1,161 $583K
Cardiff Park Advisors, LLC 0.05% Reduce -0.9% 1,118 $581K
Seven Eight Capital, LP 0.05% New 1,116 $580K
Taylor Hoffman Capital Management LLC 0.22% — 1,428 $579K
Sentry Investment Management LLC 0.24% Add +8.7% 1,111 $578K
MQS Management LLC 0.32% Add +176.3% 1,108 $576K
Baxter Bros Inc. 0.07% Reduce -0.1% 1,108 $576K
Penserra Capital Management LLC 0.01% Add +1.2% 1,109 $576K
Convergence Financial, LLC 0.12% Add +158.2% 1,100 $572K
Dodge & Cox 0.00% No change 1,100 $572K
Nvwm, LLC 0.15% Add +0.5% 1,096 $570K
CreativeOne Wealth, LLC 0.02% Reduce -11.7% 1,092 $568K
First Financial Corp. 0.27% Add +60.5% 1,090 $567K
Hengehold Capital Management LLC 0.05% Add +3.2% 1,088 $566K
Country Club Bank 0.04% Add +0.2% 1,074 $563K
Farmers Trust Co. 0.10% Reduce -1.5% 1,082 $563K
First Western Trust Bank 0.03% No change 1,073 $558K
Texas Yale Capital Corp. 0.02% Add +1.9% 1,070 $556K
Dakota Wealth Management 0.01% Add +12.9% 1,068 $555K
Whalen Wealth Management Inc. 0.39% No change 1,064 $553K
Cim Investment Management Inc. 0.16% Reduce -1.8% 1,064 $553K
Pinnacle Wealth Planning Services, Inc. 0.07% No change 1,049 $545K
Asahi Life Asset Management Co., LTD. 0.33% Add +4.0% 1,045 $543K
Choate Investment Advisors 0.01% Add +48.5% 1,044 $543K
Lifeworks Advisors, LLC 0.11% Add +2.5% 1,037 $539K
Freedom Investment Management, Inc. 0.04% Reduce -15.9% 1,034 $538K
VELA Investment Management, LLC 0.18% No change 1,029 $535K
First Financial Bank - Trust Division 0.05% Add +13.3% 1,029 $535K
Bell Investment Advisors, Inc 0.10% No change 1,029 $535K
Leonard Rickey Investment Advisors P.L.L.C. 0.12% Add +1.1% 1,026 $534K
Integrated Investment Consultants, LLC 0.12% New 1,025 $533K
International Assets Investment Management, LLC 0.04% Add +32156.6% 200,636 $533K
Edgestream Partners, L.P. 0.02% New 1,023 $532K
Capital Investment Advisory Services, LLC 0.05% Add +3.3% 1,022 $531K
Aspen Investment Management Inc 0.25% Add +1.7% 1,021 $531K
Ascent Wealth Partners, LLC 0.07% Reduce -0.5% 1,021 $531K
Axxcess Wealth Management, LLC 0.01% Reduce -17.1% 1,019 $530K
Lanark Financial, Inc. 0.04% Reduce -0.7% 1,018 $529K
Permanens Capital L.P. 0.11% New 1,009 $525K
Phoenix Financial Ltd. 0.01% New 1,006 $524K
Claro Advisors Inc. 0.07% Add +41.7% 1,006 $523K
Kuhn & Co Investment Counsel 0.45% No change 1,006 $523K
Advisory Alpha, LLC 0.02% Reduce -1.6% 1,002 $522K
KFG Wealth Management, LLC 0.11% Reduce -2.9% 1,002 $521K
Everett Harris & Co. 0.01% No change 1,001 $521K
Strategic Advisors LLC 0.10% Reduce -50.0% 1,000 $520K
Lantern Wealth Advisors, LLC 0.36% No change 1,000 $520K
Connective Portfolio Management, LLC 0.92% New 3,000 $518K
Gsa Capital Partners LLP 0.04% New 996 $518K
Arkadios Wealth Advisors 0.03% Add +14.4% 993 $516K
Basepoint Wealth LLC 0.38% Add +1.7% 992 $516K
Carr Financial Group Corp 0.15% Add +0.1% 988 $514K
Truepoint, Inc. 0.01% Add +23.2% 987 $513K
Ibex Wealth Advisors 0.14% Add +11521.3% 20,221 $511K
Zacks Investment Management 0.00% New 983 $511K
FUKOKU MUTUAL LIFE INSURANCE Co 0.04% Reduce -1.6% 982 $511K
Palisades Hudson Asset Management, L.P. 0.21% Reduce -21.0% 978 $509K
Campion Asset Management 0.37% Reduce -7.5% 971 $505K
Signet Financial Management, LLC 0.06% Reduce -3.4% 970 $505K
Latitude Advisors, LLC 0.28% Add +1.7% 967 $503K
Systematic Financial Management LP 0.01% Reduce -30.4% 965 $502K
Compton Wealth Advisory Group, LLC 0.13% No change 954 $496K
Grey Ledge Advisors, LLC 0.13% Add +0.1% 947 $493K
Spectrum Wealth Counsel, LLC 0.06% No change 942 $490K
Brass Tax Wealth Management, Inc. 0.10% Add +111.3% 938 $488K
Fiduciary Family Office, LLC 0.16% New 934 $486K
Lountzis Asset Management, LLC 0.20% Add +23.4% 932 $485K
Adams Wealth Management 0.10% Reduce -3.1% 926 $482K
CacheTech Inc. 0.10% Reduce -3.1% 926 $482K
Drive Wealth Management, LLC 0.13% Add +1.4% 925 $481K
Ritter Daniher Financial Advisory LLC / DE 0.14% No change 922 $479K
Catalyst Financial Partners LLC 0.09% Add +2.9% 918 $477K
PBMares Wealth Management LLC 0.10% Reduce -16.1% 911 $474K
Wealth Advisory Solutions, LLC 0.13% No change 908 $472K
HFG Advisors, Inc. 0.42% Add +0.2% 907 $471K
Petrus Trust Company, LTA 0.05% New 906 $471K
Horan Securities, Inc. 0.18% No change 901 $469K
CWA Asset Management Group, LLC 0.03% — 901 $469K
LSV Asset Management 0.00% Reduce -97.8% 900 $468K
Adero Partners, LLC 0.03% Reduce -4.3% 892 $464K
Elser Financial Planning, Inc 0.67% Add +1.1% 886 $461K
Circle Wealth Management, LLC 0.01% No change 885 $460K
BayBridge Capital Group, LLC 0.33% Add +6.4% 881 $458K
Insigneo Advisory Services, LLC 0.05% Add +2.1% 880 $458K
Whalerock Point Partners, LLC 0.11% No change 877 $456K
Samalin Investment Counsel, LLC 0.20% Add +0.2% 876 $455K
Versor Investments LP 0.07% New 875 $455K
Prosperity Financial Group, Inc. 0.26% Add +13.5% 873 $454K
Stratos Wealth Advisors, LLC 0.02% Add +0.3% 871 $453K
Next Level Private LLC 0.18% Add +0.2% 867 $451K
Regent Peak Wealth Advisors LLC 0.10% Add +0.2% 864 $449K
BHK Investment Advisors, LLC 0.17% Add +0.6% 863 $449K
Cozad Asset Management Inc. 0.04% Reduce -1.1% 860 $447K
Trust Point Inc. 0.03% Add +1.1% 857 $446K
Jacobi Capital Management LLC 0.03% Add +28.4% 855 $445K
First Horizon Advisors, Inc. 0.01% Add +6.5% 854 $444K
CPC Advisors, LLC 0.07% New 853 $444K
Client 1ST Advisory Group, LLC 0.18% Reduce -11.6% 850 $442K
Schnieders Capital Management LLC 0.08% Add +10.8% 848 $441K
Park Place Capital Corp 0.13% Reduce -1.1% 846 $440K
St Germain D J Co. Inc. 0.02% No change 846 $440K
Abacus Planning Group, Inc. 0.08% Add +6.0% 842 $438K
Wealthspire Advisors, LLC 0.00% Add +75.7% 840 $437K
Capital Investment Advisors, LLC 0.01% Reduce -2.4% 840 $437K
Fisher Asset Management 0.00% Add +3.8% 838 $436K
Callan Capital, LLC 0.03% Reduce -2.7% 837 $435K
First National Trust Co 0.02% Add +13.6% 837 $435K
Hilltop Partners LLC 0.14% Reduce -7.8% 826 $430K
Aaron Wealth Advisors LLC 0.05% Add +7.3% 826 $430K
West Family Investments, Inc. 0.15% Reduce -92.4% 824 $428K
Geller Advisors LLC 0.03% Add +2.0% 819 $426K
Nebula Research & Development LLC 0.05% Reduce -41.1% 818 $425K
First Affirmative Financial Network 0.23% Reduce -7.7% 812 $422K
Icon Wealth Advisors, LLC 0.04% Add +0.1% 811 $422K
Atlas Wealth LLC 0.27% No change 810 $421K
Angeles Wealth Management, LLC 0.04% Add +1.3% 809 $421K
Milestone Asset Management, LLC 0.09% Add +2.4% 801 $417K
Thrive Wealth Management, LLC 0.08% Reduce -0.5% 800 $416K
Fulton Breakefield Broenniman LLC 0.03% No change 796 $414K
Alpha Omega Wealth Management LLC 0.08% Reduce -24.4% 793 $412K
Harbor Group, Inc. 0.10% No change 792 $412K
Keynote Financial Services LLC 0.32% No change 790 $411K
Waddell & Associates, LLC 0.05% No change 789 $410K
Avidian Wealth Enterprises, LLC 0.02% Reduce -5.5% 784 $408K
Beck Mack & Oliver LLC 0.01% No change 784 $408K
Howard Bailey Securities, LLC 0.15% — 783 $407K
Kelleher Financial Advisors 0.15% No change 780 $406K
Mosley Wealth Management 0.28% Add +17.7% 959 $405K
Altfest L J & Co. Inc. 0.05% Reduce -0.4% 777 $404K
Dover Advisors, LLC 0.23% Reduce -2.8% 775 $403K
Capital International Sarl 0.01% Add +49.9% 775 $403K
Ignite Planners, LLC 0.09% Reduce -16.3% 774 $402K
Pettinga Financial Advisors LLC 0.10% Add +0.1% 773 $402K
Van Hulzen Asset Management, LLC 0.03% Add +5.8% 772 $401K
MBM Wealth Consultants, LLC 0.13% Add +1.1% 771 $401K
Marathon Mission, Inc. 0.28% No change 770 $400K
Transcend Capital Advisors, LLC 0.03% Add +3.5% 768 $400K
Rothschild Investment LLC 0.03% Reduce -6.5% 768 $399K
Cynosure Group, LLC 0.06% Add +6.8% 767 $399K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.4% 765 $398K
Veltria Advisors Corp. 0.16% Add +37.3% 765 $398K
Banco BTG Pactual S.A. 0.10% Reduce -71.3% 764 $397K
Florida Financial Advisors, LLC 0.20% Add +29.4% 761 $396K
Fort Point Capital Partners LLC 0.05% Reduce -1.7% 759 $395K
Arete Wealth Advisors, LLC 0.03% Reduce -42.4% 757 $393K
HBK Sorce Advisory LLC 0.01% Add +2.9% 755 $393K
Fortitude Family Office, LLC 0.16% Add +0.8% 754 $392K
Clearstead Trust, LLC 0.09% No change 754 $392K
Providence First Trust Co 0.17% New 753 $392K
Manchester Capital Management LLC 0.05% Reduce -16.5% 753 $392K
First Bank & Trust 0.07% Add +5.8% 746 $388K
Key Financial Inc 0.09% Reduce -0.1% 744 $387K
Patron Partners, LLC 0.21% Reduce -1.3% 743 $387K
Heartland Bank & Trust Co 0.21% Reduce -2.1% 743 $386K
Platform Technology Partners 0.12% Reduce -0.7% 743 $386K
American Trust 0.03% Reduce -2.0% 743 $386K
Regatta Capital Group, LLC 0.07% Reduce -4.9% 743 $386K
Arlington Trust Co LLC 0.08% No change 742 $386K
Great Diamond Partners, LLC 0.10% Reduce -40.1% 741 $385K
Savvy Advisors, Inc. 0.08% New 741 $385K
LongView Wealth Management 0.12% Reduce -8.3% 739 $384K
Independent Financial Group, LLC 0.01% Reduce -62.3% 738 $384K
MGB Wealth Management, LLC 0.14% No change 736 $383K
Bigelow Investment Advisors, LLC 0.17% Add +2.8% 733 $381K
Summit X, LLC 0.09% Reduce -25.4% 704 $381K
Insight Folios Inc 0.14% Add +6.6% 730 $380K
East Coast Asset Management, LLC. 0.13% No change 730 $380K
HM Payson & Co. 0.01% Add +16.1% 730 $380K
Harbour Trust & Investment Management Co 0.04% No change 729 $379K
Montag A & Associates Inc. 0.02% Reduce -3.1% 722 $375K
Resonant Capital Advisors, LLC 0.03% Add +43.9% 721 $375K
Cromwell Holdings LLC 0.24% Add +7.0% 720 $374K
Evercore Wealth Management, LLC 0.01% No change 716 $372K
Lakeridge Wealth Management LLC 0.20% Reduce -0.1% 716 $372K
Financial Enhancement Group LLC 0.07% Add +22.3% 834 $372K
City Holding Co. 0.05% No change 715 $372K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.6% 709 $369K
AXS Investments LLC 0.10% Add +1.6% 700 $364K
Sandler Capital Management 0.07% No change 700 $364K
Capital Management Corp. 0.06% Reduce -7.9% 700 $364K
Meyer Handelman Co. 0.01% No change 700 $364K
Alliance Wealth Advisors, LLC 0.21% Add +1.8% 699 $363K
RVW Wealth, LLC 0.03% No change 695 $361K
Sierra Capital LLC 0.04% No change 695 $361K
Maven Securities LTD 0.04% New 694 $361K
SJS Investment Consulting Inc. 0.06% Reduce -0.1% 690 $359K
Simon Quick Advisors, LLC 0.02% Reduce -7.9% 688 $358K
Personal Cfo Solutions, LLC 0.05% Add +2.4% 686 $357K
Aldebaran Financial Inc. 0.42% Add +0.1% 683 $355K
Spire Wealth Management 0.01% Reduce -8.3% 682 $355K
Goelzer Investment Management, Inc. 0.02% No change 682 $355K
Cypress Wealth Services, LLC 0.07% Add +3.5% 679 $353K
Convergence Investment Partners, LLC 0.10% Reduce -1.3% 678 $353K
Brandywine Oak Private Wealth LLC 0.03% No change 678 $353K
Canal Capital Management, LLC 0.06% Add +9.3% 673 $350K
Certuity, LLC 0.04% Reduce -4.4% 672 $350K
Roberts Glore & Co. Inc. 0.10% Reduce -1.6% 672 $349K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -2.9% 671 $349K
Seven Mile Advisory 0.23% Add +4.7% 670 $348K
Court Place Advisors, LLC 0.10% No change 667 $347K
AdvisorNet Financial, Inc 0.03% Add +27.3% 666 $346K
E Fund Management Co., Ltd. 0.02% Reduce -1.9% 665 $346K
Forte Capital LLC 0.04% Add +46.0% 663 $345K
Dean Investment Associates, LLC 0.05% Add +3.3% 661 $344K
Alera Investment Advisors, LLC 0.04% Add +18.7% 661 $344K
Journey Strategic Wealth LLC 0.01% Add +13.6% 658 $342K
Kolinsky Wealth Management, LLC 0.22% Reduce -3.3% 655 $341K
AA Financial Advisors, LLC 0.10% No change 655 $341K
Indiana Trust & Investment Management Co 0.12% No change 653 $340K
Brown Brothers Harriman & Co. 0.00% Add +8.8% 653 $340K
Venture Visionary Partners LLC 0.02% Reduce -1.8% 653 $340K
FWG Investments, LLC. 0.29% Add +8.7% 651 $339K
Godshalk Welsh Capital Management, Inc. 0.21% No change 650 $338K
Family Firm, Inc. 0.07% Add +0.2% 644 $335K
DT Investment Partners, LLC 0.03% Add +4.9% 644 $335K
Kellett Wealth Advisors, LLC 0.24% Add +4.9% 643 $334K
Lindbrook Capital, LLC 0.03% Reduce -5.6% 643 $334K
Ridgecrest Wealth Partners, LLC 0.17% No change 640 $333K
Marotta Asset Management 0.07% No change 640 $333K
FORA Capital, LLC 0.04% Reduce -83.1% 634 $330K
Bridgefront Capital, LLC 0.13% New 632 $329K
InTrack Investment Management Inc 0.23% Reduce -26.4% 628 $327K
GC Wealth Management RIA, LLC 0.06% Add +9.2% 628 $327K
Addison Capital Co 0.13% No change 628 $326K
Good Life Advisors, LLC 0.02% Add +11.2% 625 $325K
Washington Capital Management, Inc. 0.25% No change 625 $325K
Larson Financial Group LLC 0.02% Add +24.1% 624 $324K
Waterloo Capital, L.P. 0.04% Add +0.8% 623 $324K
Sawgrass Asset Management LLC 0.03% Reduce -0.2% 622 $323K
Quotient Wealth Partners, LLC 0.01% Reduce -2.2% 621 $323K
Fiduciary Alliance LLC 0.04% Add +0.8% 618 $321K
King Luther Capital Management Corp. 0.00% Reduce -0.6% 618 $321K
Pine Valley Investments Ltd Liability Co 0.02% Add +2.8% 617 $321K
Compound Planning, Inc. 0.02% Add +4.2% 615 $320K
Flagship Harbor Advisors, LLC 0.02% Add +0.2% 614 $319K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +1.7% 614 $319K
Virtue Capital Management, LLC 0.06% Reduce -2.2% 613 $319K
Signal Advisors Wealth, LLC 0.05% New 611 $318K
Quantum Portfolio Management LLC 0.17% Reduce -54.1% 609 $317K
CYBER HORNET ETFs LLC 0.32% Reduce -0.8% 608 $316K
Prestige Wealth Management Group LLC 0.07% Add +1.9% 607 $316K
Childress Capital Advisors, LLC 0.09% Reduce -2.9% 607 $316K
Cassady Schiller Wealth Management, LLC 0.12% No change 607 $316K
Addison Advisors LLC 0.09% Reduce -10.2% 606 $315K
FSM Wealth Advisors, LLC 0.08% Add +6.5% 605 $315K
Rockland Trust Co. 0.02% Add +18.7% 602 $313K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.0% 601 $313K
Owen LaRue, LLC 0.17% No change 600 $312K
Alta Advisers Ltd 0.14% No change 600 $312K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% No change 600 $312K
New England Capital Financial Advisors LLC 0.16% Reduce -1.5% 596 $310K
Evoke Wealth, LLC 0.01% New 595 $310K
First Bancorp, Inc 0.21% No change 593 $308K
CVA Family Office, LLC 0.05% Reduce -2.7% 586 $305K
Apollon Financial, LLC 0.09% Add +7.0% 583 $303K
Berger Financial Group, Inc 0.02% Reduce -7.8% 580 $302K
Old Mission Investment Co LLC 0.09% No change 575 $299K
Caldwell Trust Co 0.03% No change 569 $296K
SageView Advisory Group, LLC 0.01% Reduce -37.2% 568 $295K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.3% 568 $295K
Crew Capital Management, Ltd 0.24% Reduce -0.9% 567 $295K
Grove Bank & Trust 0.04% Reduce -15.5% 567 $295K
Diversify Advisory Services, LLC 0.02% Add +6.2% 701 $294K
Gladstone Institutional Advisory LLC 0.01% Reduce -7.1% 564 $293K
Colonial River Investments, LLC 0.15% Add +21.1% 563 $293K
Wolverine Trading, LLC 0.01% New 558 $292K
Bar Harbor Wealth Management 0.02% No change 562 $292K
Strategic Blueprint, LLC 0.02% Add +3.3% 560 $291K
Creative Financial Designs Inc. 0.02% Add +0.5% 557 $290K
LJI Wealth Management, LLC 0.06% No change 557 $290K
Mesirow Financial Investment Management, Inc. 0.01% Add +12.6% 555 $289K
Sivia Capital Partners, LLC 0.17% Add +1.1% 552 $287K
Quantum Financial Advisors, LLC 0.04% Reduce -4.3% 552 $287K
KLCM Advisors, Inc. 0.03% No change 551 $287K
Alpha Family Trust 0.16% No change 550 $286K
Legacy Capital Group California, Inc. 0.10% Reduce -5.0% 550 $286K
Continuum Advisory, LLC 0.04% Add +17.3% 700 $285K
Annex Advisory Services, LLC 0.01% No change 546 $284K
Summit Place Financial Advisors, LLC 0.16% Add +3.2% 542 $282K
Diligent Investors, LLC 0.07% No change 542 $282K
TFB Advisors LLC 0.08% Add +23.6% 540 $281K
MBB Public Markets I LLC 0.02% Reduce -96.7% 540 $281K
Waterway Wealth Management, LLC 0.12% Add +18.2% 538 $280K
Renaissance Group LLC 0.01% No change 536 $279K
Kelly Financial Services LLC 0.10% Add +2.5% 534 $278K
Cable Hill Partners, LLC 0.03% Add +8.6% 533 $277K
Five Oceans Advisors 0.13% Reduce -11.8% 531 $276K
Koss-Olinger Consulting, LLC 0.02% No change 531 $276K
E&G Advisors, LLC 0.08% No change 530 $276K
Crestwood Advisors Group, LLC 0.01% New 527 $274K
Lebenthal Global Advisors, LLC 0.06% Add +4.4% 525 $273K
Kapitalo Investimentos Ltda 0.07% Reduce -6.8% 523 $272K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -3.3% 521 $271K
Marcum Wealth, LLC 0.03% Reduce -7.0% 516 $268K
Traveka Wealth, LLC 0.14% Add +1.8% 515 $268K
Global Assets Advisory, LLC 0.15% Add +34.1% 523 $267K
NewEdge Wealth, LLC 0.00% New 514 $267K
Williams Jones Wealth Management, LLC. 0.00% Reduce -1.5% 513 $267K
Founders Financial Alliance, LLC 0.07% No change 511 $266K
North Star Investment Management Corp. 0.02% No change 511 $266K
Trust Investment Advisors 0.17% No change 509 $265K
LVW Advisors, LLC 0.03% Reduce -37.3% 509 $265K
Trail Ridge Investment Advisors, LLC 0.13% No change 636 $264K
Formidable Asset Management, LLC 0.04% Reduce -2.5% 508 $264K
TCI Wealth Advisors, Inc. 0.02% Add +5.6% 506 $263K
Wallington Asset Management, LLC 0.04% Add +26.5% 506 $263K
Quarry LP 0.08% Add +275.4% 503 $262K
Financial Engines Advisors L.L.C. 0.00% Add +1.8% 503 $262K
Covestor Ltd 0.16% Add +4.6% 501 $261K
AlphaCore Capital LLC 0.06% Reduce -6.9% 499 $259K
Phillips Financial Management, LLC 0.02% Add +0.4% 499 $259K
BSW Wealth Partners 0.04% New 499 $259K
Osborne Partners Capital Management, LLC 0.01% No change 497 $258K
WASHINGTON TRUST Co 0.01% Reduce -0.2% 496 $258K
Trust Co of Kansas 0.12% New 492 $256K
Aspiriant, LLC 0.01% Reduce -27.5% 492 $256K
Parkside Financial Bank & Trust 0.04% Reduce -2.0% 490 $255K
Plante Moran Financial Advisors, LLC 0.02% Add +368.3% 487 $253K
Kovack Advisors, Inc. 0.03% Add +9.7% 486 $253K
Orgel Wealth Management, LLC 0.01% No change 485 $252K
Mill Creek Capital Advisors, LLC 0.01% Reduce -3.4% 485 $252K
Equitable Holdings, Inc. 0.00% Add +10.3% 484 $252K
Sage Rhino Capital LLC 0.06% No change 482 $251K
Norden Group LLC 0.03% Reduce -1.4% 478 $249K
Peachtree Investment Partners, LLC 0.09% Add +0.2% 478 $249K
FMA Wealth Management, LLC 0.18% Reduce -5.0% 475 $247K
Harbour Capital Advisors, LLC 0.06% No change 500 $247K
Shulman DeMeo Asset Management LLC 0.06% Add +0.2% 474 $246K
FDx Advisors, Inc. 0.07% Reduce -7.2% 474 $246K
Canopy Partners, LLC 0.11% Reduce -10.4% 473 $246K
Proficio Capital Partners LLC 0.02% Reduce -32.7% 469 $244K
Koshinski Asset Management, Inc. 0.02% Add +1.7% 468 $243K
Prosperity Consulting Group, LLC 0.02% New 465 $242K
1858 Wealth Management, LLC 0.20% Reduce -2.9% 464 $241K
Wetzel Investment Advisors, Inc. 0.12% No change 463 $241K
Aviso Wealth Management 0.13% Reduce -18.4% 462 $240K
WMS Partners, LLC 0.01% Reduce -35.4% 460 $239K
Kenora Financial, LLC 0.10% No change 459 $239K
Monument Capital Management 0.07% Reduce -12.6% 458 $238K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +0.2% 566 $237K
Stonegate Investment Group, LLC 0.01% New 456 $237K
Driehaus Capital Management LLC 0.00% New 455 $237K
Essex Bank 0.06% No change 454 $236K
GYL Financial Synergies, LLC 0.02% New 454 $236K
Tudor Financial Inc. 0.14% — 451 $235K
Optas, LLC 0.05% Add +10.6% 450 $234K
Deseret Mutual Benefit Administrators 0.12% Add +3.9% 448 $233K
Aurora Private Wealth, Inc. 0.18% No change 445 $231K
ICONIQ Capital, LLC 0.01% New 444 $231K
UNIVEST FINANCIAL Corp 0.02% New 443 $230K
Weil Company, Inc. 0.08% No change 442 $230K
Enterprise Bank & Trust Co 0.07% No change 442 $230K
Heritage Financial Services, LLC 0.03% No change 442 $230K
Gemmer Asset Management LLC 0.02% No change 442 $230K
Fairhaven Wealth Management, LLC 0.07% No change 441 $229K
Marks Group Wealth Management, Inc 0.02% Reduce -0.2% 441 $229K
Woodstock Corp. 0.02% Reduce -3.5% 440 $229K
Roanoke Asset Management Corp./ NY 0.07% New 438 $228K
Financial Council, LLC 0.12% No change 435 $226K
Avity Investment Management Inc. 0.02% No change 435 $226K
Boston Financial Mangement LLC 0.01% No change 434 $226K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +2.6% 433 $225K
Valley National Advisers Inc. 0.04% Reduce -44.8% 436 $225K
Capital Asset Advisory Services LLC 0.01% Reduce -1.1% 459 $225K
Forum Private Client Group LLC 0.10% Reduce -0.5% 432 $225K
Nwam LLC 0.01% Reduce -0.7% 428 $223K
Archer Investment Corp 0.06% No change 428 $222K
Fort, L.P. 0.56% Reduce -5.1% 425 $221K
Park National Corp. 0.01% Reduce -2.3% 425 $221K
Chicago Partners Investment Group LLC 0.01% Add +3.7% 529 $220K
First Trust Investment Solutions L.P. 0.02% Reduce -18.4% 420 $218K
Guyasuta Investment Advisors Inc. 0.01% New 420 $218K
Royal Capital Wealth Management, LLC 0.15% No change 419 $218K
Commonwealth Retirement Investments LLC 0.09% No change 417 $217K
Atlas Brown,Inc. 0.07% Add +1.2% 416 $216K
Prairiewood Capital, LLC 0.09% No change 415 $216K
Trek Financial, LLC 0.02% Add +0.2% 414 $215K
Carson Advisory Inc. 0.13% No change 408 $212K
Tobam 0.04% Reduce -15.0% 407 $212K
Ariston Services Group 0.18% No change 406 $211K
Old Port Advisors 0.06% Reduce -1.2% 405 $211K
Werba Rubin Papier Wealth Management 0.05% Reduce -3.4% 402 $209K
Legacy Edge Advisors, LLC 0.03% Reduce -0.5% 402 $209K
Hamilton Capital, LLC 0.02% Add +23.3% 514 $209K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.13% Reduce -11.1% 400 $208K
Catalyst Funds Management Pty Ltd 0.05% Reduce -33.3% 400 $208K
Security Financial Services, INC. 0.04% Reduce -3.9% 400 $208K
Rothschild Wealth LLC 0.06% No change 399 $207K
Smith Anglin Financial, LLC 0.02% No change 399 $207K
Obsidian Cio, LLC 0.04% Reduce -7.6% 399 $207K
Spinnaker Trust 0.01% Reduce -9.2% 397 $206K
Reston Wealth Management LLC 0.07% Reduce -1.0% 397 $206K
Bay Rivers Group 0.10% No change 395 $205K
Bouchey Financial Group, Ltd. 0.02% Reduce -0.3% 395 $205K
Advus Financial Partners, LLC 0.06% Reduce -13.3% 393 $204K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% New 393 $204K
Symmetry Partners, LLC 0.05% Reduce -87.3% 393 $204K
McKinley Carter Wealth Services, Inc. 0.01% No change 393 $204K
German American Bancorp, Inc. 0.02% Reduce -2.5% 392 $204K
Wellington Wealth Strategies, LLC. 0.15% New 502 $204K
Moss Adams Wealth Advisors LLC 0.02% New 391 $203K
Smithfield Trust Co 0.01% No change 383 $201K
Brophy Wealth Management, LLC 0.07% — 385 $200K
LexAurum Advisors, LLC 0.04% Reduce -0.5% 385 $200K
Carret Asset Management, LLC 0.02% Reduce -8.3% 385 $200K
Hartford Financial Management Inc. 0.04% No change 380 $198K
Center for Financial Planning, Inc. 0.03% No change 375 $195K
Sugarloaf Wealth Management, LLC 0.03% Add +15.4% 374 $195K
Delta Asset Management LLC 0.02% No change 370 $192K
Kozak & Associates, Inc. 0.05% Add +15.3% 385 $191K
Mather Group, Llc. 0.00% Reduce -8.0% 368 $191K
Avalon Trust Co 0.01% Reduce -12.5% 350 $182K
Atticus Wealth Management, LLC 0.06% No change 349 $182K
MV Capital Management, Inc. 0.02% Reduce -8.2% 348 $181K
Oakworth Capital, Inc. 0.01% No change 338 $176K
Washington Trust Advisors, Inc. 0.01% Add +6.4% 333 $173K
Stuart Chaussee & Associates, Inc. 0.04% No change 317 $165K
Bruce G. Allen Investments, LLC 0.13% Add +1.0% 315 $164K
Heritage Wealth Management, Inc. 0.15% No change 313 $163K
Hobbs Group Advisors, LLC 0.06% No change 304 $158K
Mechanics Financial Corp 0.07% No change 300 $156K
Belmont Capital, LLC 0.03% No change 300 $156K
SYSTM Wealth Solutions LLC 4.72% — 299 $155K
JFS Wealth Advisors, LLC 0.01% Add +0.7% 298 $155K
Livelsberger Financial Advisory 3.24% New 297 $155K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -15.0% 289 $150K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% No change 288 $150K
Cohen & Steers, Inc. 0.00% Reduce -27.6% 284 $148K
Planned Solutions, Inc. 0.06% New 275 $143K
Colonial Trust Advisors 0.01% No change 269 $140K
MCF Advisors LLC 0.01% No change 260 $135K
Raleigh Capital Management Inc. 0.05% Reduce -43.1% 259 $134K
Silvant Capital Management LLC 0.01% No change 257 $134K
West Oak Capital, LLC 0.06% No change 250 $130K
Monetary Management Group Inc. 0.03% No change 250 $130K
Northwest Financial Advisors 0.10% New 245 $127K
West Paces Advisors Inc. 0.03% No change 243 $126K
Main Street Group, LTD 0.06% Reduce -13.6% 242 $126K
Capital Advisors, Ltd. LLC 0.02% Reduce -2.4% 243 $126K
Investors Research Corp 0.03% No change 235 $122K
Evolution Advisers, Inc. 0.07% No change 236 $122K
Coppell Advisory Solutions LLC 0.02% Add +36.0% 208 $109K
Baldwin Wealth Partners LLC 0.01% New 206 $107K
Ancora Advisors LLC 0.00% Add +1.0% 201 $105K
Accent Capital Management, LLC 0.06% No change 200 $104K
Venturi Wealth Management, LLC 0.01% Reduce -31.2% 190 $99K
Eagle Bay Advisors LLC 0.04% Reduce -1.1% 189 $98K
Versant Capital Management, Inc 0.02% Add +22.7% 184 $96K
Ashton Thomas Securities, LLC 0.02% New 184 $96K
First Command Advisory Services, Inc. 0.00% Add +2.2% 184 $96K
Financial Network Wealth Advisors LLC 0.08% Reduce -2.7% 178 $93K
Trust Co. of Vermont 0.00% Reduce -40.8% 177 $92K
Hanson & Doremus Investment Management 0.01% No change 176 $92K
AlphaMark Advisors, LLC 0.03% No change 175 $91K
Truvestments Capital LLC 0.02% New 172 $90K
American National Bank & Trust 0.01% Reduce -50.4% 170 $88K
Values First Advisors, Inc. 0.05% New 167 $87K
City State Bank 0.03% No change 165 $86K
Stephens Consulting, LLC 0.02% No change 164 $85K
GW&K Investment Management, LLC 0.00% Add +4.5% 164 $85K
Hemington Wealth Management 0.02% New 208 $84K
AllSquare Wealth Management LLC 0.05% No change 160 $83K
Rosenberg Matthew Hamilton 0.02% No change 159 $83K
Mfa Wealth Advisors, LLC 0.02% No change 159 $83K
Zions Bancorporation, N.A. 0.01% Reduce -17.6% 159 $83K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -1.3% 152 $79K
Salomon & Ludwin, LLC 0.01% No change 151 $79K
Optimum Investment Advisors 0.03% No change 150 $78K
Coston, McIsaac & Partners 0.02% No change 150 $78K
Oarsman Capital, Inc. 0.01% New 144 $75K
Western Pacific Wealth Management, LP 0.05% No change 142 $74K
Alpine Bank Wealth Management 0.01% — 142 $74K
Operose Advisors LLC 0.02% Add +8.5% 128 $67K
Islay Capital Management, LLC 0.04% No change 127 $66K
Riverview Trust Co 0.06% Add +3.3% 126 $66K
Rise Advisors, LLC 0.03% No change 125 $65K
Missouri Trust & Investment Co 0.02% No change 125 $65K
Johnson Financial Group, Inc. 0.00% No change 123 $64K
Wiser Advisor Group LLC 0.09% No change 121 $63K
ORG Partners LLC 0.01% No change 119 $62K
Core Alternative Capital 0.01% No change 115 $60K
Tacita Capital Inc 0.04% Add +4.7% 111 $58K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 109 $57K
Knights of Columbus Asset Advisors LLC 0.00% New 109 $57K
Northwest Investment Counselors, LLC 0.01% New 105 $55K
IAG Wealth Partners, LLC 0.01% No change 104 $54K
Fourpath Capital Management, LLC 0.01% New 100 $52K
Arcadia Investment Management Corp. 0.01% No change 100 $52K
Pinnacle Bancorp, Inc. 0.01% Add +24.1% 98 $51K
Lowe Wealth Advisors, LLC 0.02% New 97 $50K
Bogart Wealth, LLC 0.00% Reduce -2.0% 97 $50K
Hexagon Capital Partners LLC 0.01% Add +46.1% 95 $49K
Private Wealth Management Group, LLC 0.02% No change 94 $49K
Abound Wealth Management 0.02% Add +8.1% 93 $48K
Silicon Valley Capital Partners 0.01% Add +1.1% 91 $47K
Godsey & Gibb, Inc. 0.00% No change 86 $45K
Peterson Financial Group, Inc. 0.17% New 85 $44K
CoreCap Advisors, LLC 0.00% New 85 $44K
Financial Management Professionals, Inc. 0.01% Reduce -43.3% 76 $40K
General Partner, Inc. 0.02% No change 75 $39K
Mascoma Wealth Management LLC 0.01% No change 75 $39K
Motco 0.00% Reduce -11.8% 75 $39K
Farmers & Merchants Investments Inc. 0.00% No change 75 $39K
Carolinas Wealth Consulting LLC 0.01% Add +2.8% 73 $38K
Dunhill Financial, LLC 0.02% Add +57.8% 71 $37K
Bank of New Hampshire 0.01% No change 70 $36K
Wintrust Investments LLC 0.03% Reduce -88.3% 69 $36K
Piscataqua Savings Bank 0.03% Reduce -12.7% 69 $36K
Ogorek Anthony Joseph /NY/ 0.01% No change 68 $35K
Acima Private Wealth, LLC 0.01% No change 66 $34K
Hilltop National Bank 0.01% Add +53.5% 66 $34K
FinTrust Capital Advisors, LLC 0.01% Add +3.2% 64 $33K
Global Financial Private Client, LLC 0.01% Add +32.6% 61 $32K
TD Capital Management LLC 0.00% Add +1.7% 60 $31K
Tompkins Financial Corp. 0.00% No change 59 $31K
Foster Dykema Cabot & Partners, LLC 0.00% New 59 $31K
Eastern Bank 0.00% New 59 $31K
Laurel Wealth Advisors LLC 0.00% Reduce -21.6% 58 $30K
Beaird Harris Wealth Management, LLC 0.00% No change 58 $30K
Boyd Watterson Asset Management LLC 0.01% No change 56 $29K
NBT Bank, N.A. 0.00% New 53 $28K
PSI Advisors, LLC 0.01% New 52 $27K
Raffa Wealth Management, LLC 0.01% No change 52 $27K
Bank & Trust Co 0.02% No change 50 $26K
Raelipskie Partnership 0.01% New 50 $26K
DHJJ Financial Advisors, Ltd. 0.01% No change 50 $26K
Field & Main Bank 0.01% Reduce -9.1% 50 $26K
Bfsg, LLC 0.00% No change 50 $26K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 49 $25K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 48 $25K
Tradewinds Capital Management, LLC 0.01% Add +60.0% 48 $25K
Carmichael Hill & Associates, Inc. 0.01% No change 45 $23K
Valued Wealth Advisors LLC 0.01% Add +5.0% 42 $22K
Earned Wealth Advisors, LLC 0.01% New 42 $22K
Davis Capital Management 0.02% No change 41 $21K
Clean Yield Group 0.01% Add +5.1% 41 $21K
Tsfg, LLC 0.00% New 40 $21K
MidAtlantic Capital Management, Inc. 0.02% No change 40 $21K
Transcendent Capital Group LLC 0.01% No change 40 $21K
Webster Bank, N. A. 0.00% No change 40 $21K
Arrow Financial Corp 0.00% No change 39 $20K
Provenance Wealth Advisors, LLC 0.00% New 37 $19K
Atwood & Palmer Inc. 0.00% No change 37 $19K
Aspire Private Capital, LLC 0.00% No change 37 $19K
Syntax Research, Inc. 0.01% Add +2.8% 37 $19K
SIMA Wealth Partners, LLC 0.02% No change 36 $19K
Crewe Advisors LLC 0.00% No change 35 $18K
TCTC Holdings, LLC 0.00% No change 35 $18K
Jaffetilchin Investment Partners, LLC 0.00% New 35 $18K
Cherry Tree Wealth Management, LLC 0.00% No change 33 $17K
Aspect Partners, LLC 0.01% No change 31 $16K
Proffitt & Goodson Inc. 0.00% No change 31 $16K
HHM Wealth Advisors, LLC 0.00% Reduce -6.1% 31 $16K
Gleason Group, Inc. 0.00% Reduce -18.4% 31 $16K
Avion Wealth 0.00% Add +6.9% 31 $16K
Wolff Wiese Magana LLC 0.01% Add +87.5% 30 $16K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Reduce -6.3% 30 $16K
GPS Wealth Strategies Group, LLC 0.00% No change 30 $16K
New Age Alpha Advisors, LLC 0.01% New 29 $15K
Nemes Rush Group LLC 0.00% No change 29 $15K
Tortoise Investment Management, LLC 0.00% No change 28 $15K
Sachetta, LLC 0.01% Add +3.9% 27 $14K
Hazlett, Burt & Watson, Inc. 0.01% Add +250.0% 28 $14K
Northwest Capital Management Inc 0.00% No change 26 $14K
Harbor Capital Advisors, Inc. 0.00% New 25 $13K
CNB Bank 0.01% No change 24 $12K
Naples Money Management LLC 0.01% Add +15.8% 22 $11K
First United Bank & Trust 0.00% Reduce -82.4% 22 $11K
WR Wealth Planners, LLC 0.00% Reduce -24.1% 22 $11K
Chilton Capital Management LLC 0.00% No change 22 $11K
Caitlin John, LLC 0.01% Reduce -80.2% 27 $11K
WealthCollab, LLC 0.01% Add +50.0% 21 $11K
LFA - Lugano Financial Advisors SA 0.01% New 20 $10K
Beacon Capital Management, LLC 0.00% Add +20.0% 18 $9K
Lummis Asset Management, LP 0.01% No change 18 $9K
Richardson Financial Services Inc. 0.01% No change 16 $9K
Cornerstone Planning Group LLC 0.00% Add +16.7% 21 $9K
Redmont Wealth Advisors LLC 0.01% No change 16 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 16 $8K
Glass Jacobson Investment Advisors llc 0.00% No change 16 $8K
Stone House Investment Management, LLC 0.00% No change 16 $8K
Trifecta Capital Advisors, LLC 0.00% No change 16 $8K
Twin Tree Management, LP 0.00% New 16 $8K
Morton Brown Family Wealth, LLC 0.00% No change 14 $7K
FSA Wealth Management LLC 0.00% — 13 $7K
Fortis Group Advisors, LLC 0.00% No change 13 $7K
ClariVest Asset Management LLC 0.00% No change 12 $6K
CoreFirst Bank & Trust 0.00% New 12 $6K
Glen Eagle Advisors, LLC 0.00% No change 11 $6K
Ramirez Asset Management, Inc. 0.00% No change 11 $6K
Jamison Private Wealth Management, Inc. 0.00% No change 10 $5K
Darwin Wealth Management, LLC 0.00% New 10 $5K
New Millennium Group LLC 0.00% No change 9 $5K
SOA Wealth Advisors, LLC. 0.00% No change 9 $5K
Carolina Wealth Advisors, LLC 0.00% No change 9 $5K
Albion Financial Group 0.00% No change 9 $5K
ESL Trust Services, LLC 0.00% No change 8 $4K
Criterion Capital Advisors, LLC 0.00% No change 7 $4K
Hoey Investments, Inc. 0.00% No change 7 $4K
Fairscale Capital, LLC 0.00% No change 7 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 7 $4K
True Wealth Design, LLC 0.00% No change 7 $4K
Global Wealth Strategies & Associates 0.00% No change 7 $4K
Longfellow Investment Management Co. LLC 0.00% No change 7 $4K
Sunbelt Securities, Inc. 0.00% Add +40.0% 7 $4K
Pineridge Advisors LLC 0.00% Reduce -62.5% 6 $3K
Creekmur Asset Management LLC 0.00% New 6 $3K
Harvest Fund Management Co., Ltd 0.00% Reduce -97.8% 6 $3K
Frazier Financial Advisors, LLC 0.00% Reduce -58.3% 5 $3K
Highline Wealth Partners LLC 0.00% Add +25.0% 5 $3K
TFC Financial Management, Inc. 0.00% No change 5 $3K
Horizon Financial Services, LLC 0.00% No change 5 $3K
Bay Harbor Wealth Management, LLC 0.00% No change 5 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 5 $3K
JNBA Financial Advisors 0.00% No change 5 $3K
POM Investment Strategies, LLC 0.00% No change 4 $2K
Claris Advisors, LLC / Mo / 0.00% New 4 $2K
Voisard Asset Management Group, Inc. 0.00% New 4 $2K
Annapolis Financial Services, LLC 0.00% Add +33.3% 4 $2K
WestEnd Advisors, LLC 0.00% No change 3 $2K
Pathway Financial Advisers, LLC 0.00% Add +51967.1% 657,607 $1K
1620 Investment Advisors, Inc. 0.00% New 2 $1K
Chesapeake Asset Management LLC 0.00% New 2 $1K
Rakuten Securities, Inc. 0.00% No change 2 $1K
Strengthening Families & Communities, LLC 0.00% No change 2 $1K
Transamerica Financial Advisors, LLC 0.00% New 1 $1K
Picton Mahoney Asset Management 0.00% New 2 $1K
Legacy Investment Solutions, LLC 0.00% — 2 $822
Legacy Wealth Managment, LLC 0.00% — 2 $822
West Branch Capital LLC 0.00% New 1 $520
Mendota Financial Group, LLC 0.00% New 1 $520
First Personal Financial Services 0.00% New 1 $520

"% of holder's portfolio" is ELV's weight in each manager's 13F, not the share of Elevance Health Inc. the manager owns.