Elevance HealthELV

13F holders, Q2 2025 (June 30)
1,594holders −71
120new positions
186sold out
13famous investors
$388.38avg. 13F price*

At the end of Q2 2025, 1,594 institutions reported holding Elevance Health Inc. (ELV) in their 13F filings, down 71 from Q1 2025. 120 opened new positions and 186 sold out. The largest holders were Vanguard Group Inc. ($8.9B), BlackRock, Inc. ($7.9B) and State Street Corp. ($4.1B). 13 famous investors held it, including Glenn Greenberg (9.9% of Brave Warrior Advisors's portfolio), Seth Klarman (5.8% of Baupost Group's portfolio) and Leon Cooperman (3.8% of Omega Advisors (Leon Cooperman)'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions120$1.3B
Exits186$1.3B

All 13F filers, Q1 2025 → Q2 2025: 14,376,752 shares bought and 13,137,008 shares sold, net +1,239,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,594 holders

Vanguard Group Inc. 0.14% Add +3.2% 22,856,898 $8.9B
BlackRock, Inc. 0.15% Reduce -4.2% 20,412,703 $7.9B
State Street Corp. 0.15% Reduce -0.7% 10,568,980 $4.1B
T. Rowe Price Associates Inc. 0.36% Reduce -11.6% 8,085,205 $3.1B
Capital International Investors 0.44% Add +16.8% 6,488,029 $2.5B
Wellington Management Group LLP 0.45% Add +9.0% 6,318,198 $2.5B
Sanders Capital, LLC 3.04% Add +24.7% 5,825,208 $2.3B
Geode Capital Management, LLC 0.14% Reduce -1.4% 5,093,882 $2.0B
Artisan Partners Limited Partnership 2.13% Add +9.7% 3,675,179 $1.4B
First Eagle Investment Management, LLC 2.49% Reduce -1.3% 3,200,146 $1.2B
Morgan Stanley 0.08% Add +2.2% 3,039,465 $1.2B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.23% Add +11.3% 2,979,321 $1.2B
Norges Bank 0.14% Reduce -1.2% 2,952,434 $1.1B
Orbis Allan Gray Ltd 5.40% Add +0.2% 2,855,850 $1.1B
Massachusetts Financial Services Co. 0.29% Reduce -4.0% 2,328,610 $905.7M
Northern Trust Corp. 0.12% Reduce -4.7% 2,327,428 $905.3M
Harris Associates (Oakmark Funds) 1.45% Add +0.3% 2,287,565 $889.8M
Baillie Gifford & Co. 0.65% Reduce -2.9% 2,237,022 $870.1M
Bank of America Corp. 0.07% Reduce -1.0% 2,182,589 $848.9M
Invesco Ltd. 0.14% Reduce -0.1% 2,113,185 $821.9M
Manufacturers Life Insurance Company, The 0.73% Add +30.7% 2,076,668 $807.7M
GMO 2.40% Reduce -5.5% 2,040,110 $793.5M
Nuveen, LLC 0.21% Add +5.1% 1,909,313 $742.6M
Ameriprise Financial Inc. 0.18% Reduce -3.5% 1,875,977 $730.0M
Legal & General Group Plc 0.18% Add +2.1% 1,833,099 $713.0M
Charles Schwab Investment Management Inc. 0.12% Add +1.2% 1,804,545 $701.9M
Dimensional Fund Advisors LP 0.15% Reduce -6.5% 1,677,639 $652.4M
Eagle Capital Management LLC 2.02% Reduce -0.7% 1,574,950 $612.6M
JPMorgan Chase & Co. 0.04% Add +3.4% 1,473,707 $573.2M
GQG Partners LLC 0.81% New 1,463,610 $569.3M
Hotchkis & Wiley Capital Management LLC 1.79% Reduce -20.2% 1,418,442 $551.7M
Alliancebernstein L.P. 0.18% Reduce -26.2% 1,395,799 $542.9M
Goldman Sachs Group Inc. 0.09% Add +9.4% 1,393,826 $542.1M
Schroder Investment Management Group 0.46% Add +28.1% 1,390,772 $541.0M
Franklin Resources Inc. 0.14% Reduce -4.7% 1,323,538 $514.8M
Bank of New York Mellon Corp 0.10% Reduce -7.4% 1,300,818 $506.0M
FMR LLC 0.03% Reduce -16.9% 1,283,180 $499.1M
Amundi 0.17% Add +29.5% 1,404,180 $491.8M
Brave Warrior Advisors 9.89% Reduce -29.7% 1,109,653 $431.6M
Ruane, Cunniff & Goldfarb L.P. 7.31% Reduce -2.4% 1,095,655 $426.2M
Newport Trust Company, LLC 0.98% Reduce -2.0% 1,046,044 $406.9M
CIBC Private Wealth Group LLC 0.70% Reduce -11.3% 1,007,839 $392.0M
Boston Partners 0.41% Add +11.4% 954,627 $367.0M
Arrowstreet Capital, Limited Partnership 0.26% Add +10.3% 942,596 $366.6M
Sumitomo Mitsui Trust Group, Inc. 0.23% Add +10.1% 935,044 $363.7M
M&G PLC 2.07% Add +16.8% 930,293 $361.9M
Veritas Asset Management LLP 3.55% Reduce -4.2% 913,358 $355.3M
First Trust Advisors LP 0.27% Add +22.1% 856,900 $333.3M
UBS Group AG 0.07% Reduce -9.6% 845,918 $329.0M
Deutsche Bank AG 0.12% Add +0.4% 810,216 $315.1M
Nordea Investment Management AB 0.29% Reduce -25.9% 795,123 $307.9M
1832 Asset Management L.P. 0.53% Reduce -3.8% 784,836 $305.3M
Beutel, Goodman & Co Ltd. 1.67% New 753,653 $293.1M
Stifel Financial Corp. 0.28% Reduce -1.4% 740,222 $287.9M
Swiss National Bank 0.16% Add +4.8% 685,300 $266.6M
D. E. Shaw & Co. 0.27% Add +170.1% 649,004 $252.4M
Baupost Group 5.82% Add +150.4% 616,000 $239.6M
Barclays PLC 0.09% Add +18.0% 594,274 $231.1M
Royal Bank of Canada 0.04% Reduce -18.7% 585,280 $227.6M
Barrow Hanley Mewhinney & Strauss LLC 0.76% Reduce -54.3% 581,168 $226.1M
Russell Investments Group, Ltd. 0.28% Reduce -2.8% 568,203 $220.7M
HSBC Holdings PLC 0.14% Reduce -18.2% 557,524 $216.8M
Allianz Asset Management GmbH 0.28% Reduce -10.7% 545,263 $212.1M
California Public Employees Retirement System 0.13% Reduce -7.6% 538,983 $209.6M
National Pension Service 0.18% Add +1.0% 536,395 $208.6M
Raymond James Financial Inc. 0.07% Add +100.8% 533,439 $207.5M
Envestnet Asset Management Inc. 0.06% Reduce -8.8% 523,014 $203.4M
Focused Investors LLC 6.55% Add +1.9% 514,900 $200.3M
FIL Ltd 0.15% Add +3.8% 461,223 $179.4M
Rhumbline Advisers 0.15% Reduce -4.6% 442,854 $172.3M
Maj Invest Holding A/S 6.00% Reduce -1.2% 440,887 $171.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +4.7% 433,887 $168.8M
Aviva PLC 0.32% Reduce -20.0% 403,328 $156.9M
North Peak Capital Management, LLC 12.27% Add +40.3% 401,670 $156.2M
Brown Advisory Inc. 0.20% Reduce -6.8% 396,620 $154.3M
Ninety One UK Ltd 0.35% Add +0.1% 381,652 $148.4M
Assenagon Asset Management S.A. 0.23% Add +234.3% 380,441 $148.0M
TrinityBridge Ltd 4.27% Add +0.1% 375,193 $146.0M
Wells Fargo & Company 0.03% Add +6.0% 363,348 $141.3M
California State Teachers Retirement System 0.16% Add +0.3% 361,795 $140.7M
Victory Capital Management Inc. 0.09% Add +178.6% 352,231 $137.0M
Swedbank AB 0.15% Add +12.1% 351,635 $136.8M
Caisse de depot et placement du Quebec 0.29% Add +21.5% 346,367 $134.7M
Yacktman Asset Management 1.78% Reduce -0.3% 341,340 $132.8M
DekaBank Deutsche Girozentrale 0.23% Reduce -3.6% 343,263 $131.0M
BNP Paribas Financial Markets 0.10% Reduce -18.6% 333,603 $129.8M
Canoe Financial LP 1.83% Add +1.9% 329,656 $128.2M
D1 Capital Partners 1.76% Reduce -43.6% 326,411 $127.0M
Locust Wood Capital Advisers, LLC 3.74% Add +0.2% 325,825 $126.7M
Storebrand Asset Management As 0.36% Add +98.6% 322,834 $125.6M
Danica Pension, Livsforsikringsaktieselskab 2.09% Add +4.9% 321,549 $125.1M
Vulcan Value Partners, LLC 2.18% Reduce -22.5% 293,731 $123.8M
Mitsubishi UFJ Trust & Banking Corp 0.29% Add +1.0% 317,054 $123.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.22% Add +1.9% 316,351 $123.0M
New York State Common Retirement Fund 0.16% Reduce -2.0% 307,572 $119.6M
Two Sigma Investments, LP 0.22% Add +998.1% 302,659 $117.7M
CANADA LIFE ASSURANCE Co 0.18% Add +4.5% 288,545 $112.4M
Omega Advisors (Leon Cooperman) 3.84% Add +0.9% 280,900 $109.3M
DAVENPORT & Co LLC 0.59% Reduce -1.9% 276,455 $107.1M
Citigroup Inc. 0.07% Reduce -32.8% 268,552 $104.5M
Janus Henderson Group PLC 0.05% Reduce -3.0% 264,664 $102.9M
Principal Financial Group Inc. 0.05% Reduce -0.8% 264,494 $102.9M
Marathon Asset Management Ltd 3.29% Add +9.5% 263,536 $102.5M
Danske Bank A/S 0.25% Add +20.9% 260,899 $101.5M
Canada Pension Plan Investment Board 0.09% Add +74.6% 257,991 $100.3M
Aberdeen Group plc 0.17% Reduce -8.1% 255,889 $99.0M
AQR Capital Management 0.08% Reduce -60.6% 253,318 $97.1M
High Ground Investment Management LLP 19.80% Add +9.4% 242,842 $94.5M
Eminence Capital, LP 1.38% Reduce -56.8% 241,157 $93.8M
Royal London Asset Management Ltd. 0.21% Reduce -1.1% 239,386 $93.1M
Pzena Investment Management LLC 0.27% Add +8.1% 217,276 $84.5M
State Board of Administration of Florida Retirement System 0.15% Reduce -2.6% 216,294 $84.1M
Truist Financial Corp. 0.12% Reduce -19.4% 212,710 $82.7M
Bank of Montreal 0.04% Reduce -11.8% 209,274 $81.4M
LPL Financial LLC 0.03% Add +15.6% 205,658 $80.0M
TD Asset Management Inc 0.07% Add +3.6% 205,512 $79.9M
Lakewood Capital Management, LP 5.99% Add +6.3% 202,150 $78.6M
Sterling Capital Management LLC 1.08% Reduce -36.9% 195,975 $76.2M
Cornerstone Investment Partners, LLC 3.33% Add +9.0% 194,029 $75.5M
New York State Teachers Retirement System 0.16% Add +1.2% 193,453 $75.2M
Natixis Advisors, LLC 0.12% Add +14.8% 190,057 $73.9M
Commerce Bank 0.43% Add +2.7% 187,832 $73.1M
Acadian Asset Management LLC 0.15% Add +5204.0% 186,754 $72.6M
Jacobs Levy Equity Management, Inc. 0.28% Reduce -52.7% 186,090 $72.4M
Pictet Asset Management Holding SA 0.07% Add +34.1% 184,001 $71.6M
National Bank of Canada 0.08% Reduce -9.9% 181,798 $70.7M
Ensign Peak Advisors, Inc 0.12% Reduce -6.9% 180,383 $70.2M
Korea Investment CORP 0.15% Add +10.8% 173,095 $67.3M
APG Asset Management N.V. 0.19% Add +1.9% 195,625 $64.8M
Man Group plc 0.14% Add +89.2% 166,500 $64.8M
Sei Investments Co. 0.07% Add +6.3% 163,668 $63.7M
Squarepoint Ops LLC 0.14% Reduce -43.8% 162,359 $63.2M
Teacher Retirement System of Texas 0.26% Add +1.7% 158,790 $61.8M
Northwestern Mutual Wealth Management Co. 0.04% Add +5.6% 158,136 $61.5M
Bank Julius Baer & Co. Ltd, Zurich 0.18% Add +7.0% 151,724 $59.0M
AMF Tjanstepension AB 0.39% Add +44.0% 149,520 $58.2M
Cambiar Investors LLC 2.44% Reduce -2.2% 149,050 $58.0M
Prudential Financial Inc. 0.07% Add +7.9% 146,670 $57.0M
SRS Investment Management, LLC 0.59% No change 146,376 $56.9M
Macquarie Group Ltd. 0.07% Add +4.2% 143,472 $55.8M
Madison Asset Management, LLC 0.60% Reduce -4.2% 143,353 $55.8M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Add +1364.5% 143,013 $55.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.54% Reduce -13.4% 140,686 $54.7M
Bessemer Group Inc. 0.09% Add +0.4% 139,220 $54.2M
Susquehanna International Group, LLP 0.08% Add +37.3% 138,874 $54.0M
Mawer Investment Management Ltd. 0.27% New 138,539 $53.9M
Federation des caisses Desjardins du Quebec 0.24% Reduce -4.8% 138,290 $53.8M
Coronation Fund Managers Ltd. 2.90% New 137,367 $53.4M
Seizert Capital Partners, LLC 2.29% Add +0.1% 133,853 $52.1M
Harvest Portfolios Group Inc. 1.21% Reduce -6.6% 133,358 $51.9M
Woodley Farra Manion Portfolio Management Inc. 2.43% Add +4.7% 133,070 $51.8M
State of Wisconsin Investment Board 0.12% Reduce -5.9% 124,957 $48.6M
ZWJ Investment Counsel Inc. 1.79% Add +1.1% 124,131 $48.3M
BI Asset Management Fondsmaeglerselskab A/S 0.47% Add +4.0% 130,114 $47.9M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -2.2% 119,922 $46.6M
Capital Research Global Investors 0.01% Add +1.0% 118,893 $46.2M
KBC Group NV 0.12% Reduce -68.9% 113,727 $44.2M
SG Americas Securities, LLC 0.19% Add +1124.8% 109,115 $42.4M
Treasurer of the State of North Carolina 0.13% Reduce -0.8% 105,643 $41.1M
Toronto Dominion Bank 0.09% Add +17.9% 102,962 $40.1M
Vest Financial, LLC 0.55% Add +17.4% 99,799 $38.8M
Asset Management One Co., Ltd. 0.12% Reduce -0.5% 99,150 $38.6M
Gateway Investment Advisers LLC 0.42% Reduce -0.5% 98,969 $38.5M
Generate Investment Management Ltd 2.12% Add +164.4% 98,052 $38.1M
American Century Companies Inc. 0.02% Add +12.0% 97,930 $38.1M
Public Employees Retirement System of Ohio 0.13% Reduce -2.9% 97,740 $38.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +7.0% 96,978 $37.7M
AXA S.A. 0.11% Add +83.8% 95,281 $37.1M
Triodos Investment Management BV 2.72% Reduce -5.6% 93,180 $36.2M
Resona Asset Management Co.,Ltd. 0.18% Add +12.3% 92,217 $35.8M
Whittier Trust Co. 0.43% Add +6.2% 91,957 $35.8M
C WorldWide Group Holding A/S 0.48% Add +1.8% 91,054 $35.4M
Robeco Institutional Asset Management B.V. 0.06% Reduce -24.0% 89,913 $35.0M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -16.0% 89,176 $34.7M
Empowered Funds, LLC 0.39% Add +440.7% 88,429 $34.4M
Empire Life Investments Inc. 2.15% Reduce -8.3% 87,078 $33.9M
KLP Kapitalforvaltning As 0.14% Add +4.0% 85,678 $33.3M
Mn Services Vermogensbeheer B.V. 0.23% Reduce -2.3% 84,600 $32.9M
Cerity Partners LLC 0.06% Add +32.4% 84,396 $32.8M
Neuberger Berman Group LLC 0.03% Reduce -2.0% 83,797 $32.6M
Formuepleje A/S 1.86% No change 74,830 $32.5M
Nisa Investment Advisors, LLC 0.15% Reduce -37.5% 82,809 $32.2M
Bellevue Group AG 0.70% Add +104.8% 82,053 $31.9M
Voya Investment Management LLC 0.04% Reduce -4.9% 82,043 $31.9M
Nomura Asset Management Co. Ltd. 0.09% Add +5.7% 82,011 $31.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.29% Add +73.9% 81,212 $31.6M
Millennium Management 0.03% Add +734.1% 81,152 $31.6M
MML Investors Services, LLC 0.09% Reduce -3.7% 79,951 $31.1M
STRS Ohio 0.12% Reduce -44.8% 79,186 $30.8M
Capital International, Inc. 0.30% Add +44.3% 78,728 $30.6M
Mariner, LLC 0.04% Reduce -0.7% 78,717 $30.6M
Forsta Ap-Fonden 0.20% Add +9.2% 78,100 $30.4M
PNC Financial Services Group, Inc. 0.02% Reduce -1.4% 77,978 $30.3M
Wedge Capital Management L L P 0.54% New 77,703 $30.2M
State of Tennessee, Department of Treasury 0.11% Reduce -10.6% 77,585 $30.2M
Quadrature Capital Ltd 0.52% New 77,244 $30.0M
Hosking Partners LLP 1.19% Reduce -0.6% 77,075 $30.0M
State of New Jersey Common Pension Fund D 0.12% Reduce -1.9% 76,711 $29.8M
Professional Advisory Services Inc. 3.61% Add +7.2% 75,184 $29.2M
DKRT Investments Corp. 6.98% — 74,000 $28.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Reduce -5.7% 73,772 $28.7M
Trajan Wealth LLC 1.40% Add +13.3% 73,425 $28.6M
Handelsbanken Fonder AB 0.10% Add +16.3% 73,139 $28.4M
Mackenzie Financial Corp. 0.04% Add +40.9% 73,037 $28.4M
Corient Private Wealth LP 0.04% Reduce -4.3% 72,154 $28.1M
Lansforsakringar Fondforvaltning AB (publ) 0.16% Reduce -6.9% 70,334 $27.4M
Soleus Capital Management, L.P. 1.88% New 70,000 $27.2M
Border to Coast Pensions Partnership Ltd 0.49% No change 68,121 $26.5M
Assetmark, Inc. 0.06% Add +62.1% 67,697 $26.3M
Candriam S.C.A. 0.15% Add +25.3% 67,469 $26.2M
Railway Pension Investments Ltd 0.36% Add +1.1% 66,428 $25.8M
Capital Group Private Client Services, Inc. 0.22% Reduce -20.2% 66,388 $25.8M
State of Michigan Retirement System 0.13% Reduce -4.6% 66,351 $25.8M
Arizona State Retirement System 0.15% Reduce -2.8% 66,183 $25.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +6.9% 65,945 $25.6M
Tamar Securities, LLC 3.07% Add +1.9% 64,859 $25.2M
Trexquant Investment LP 0.28% Add +3586.3% 64,732 $25.2M
Vident Advisory, LLC 0.28% Add +28.7% 64,228 $25.0M
Cetera Investment Advisers 0.04% Add +5.7% 63,434 $24.7M
Skandinaviska Enskilda Banken AB (publ) 0.11% Add +24.1% 62,527 $24.3M
Polaris Capital Management, LLC 1.58% Reduce -6.1% 61,141 $23.8M
Parkwood LLC 2.15% Add +18.5% 60,011 $23.3M
Illinois Municipal Retirement Fund 0.32% Add +9.9% 60,003 $23.3M
Integral Health Asset Management, LLC 2.18% Reduce -7.7% 60,000 $23.3M
MIG Capital, LLC 2.44% Reduce -14.1% 59,634 $23.2M
US Bancorp \de 0.03% Reduce -0.7% 59,438 $23.1M
Gotham Asset Management 0.14% Reduce -16.1% 59,330 $23.1M
Bridgewater Associates 0.09% Reduce -29.4% 58,837 $22.9M
OP Asset Management Ltd 0.33% Add +28.1% 58,232 $22.6M
Portland Investment Counsel Inc. 6.64% No change 58,100 $22.6M
Distillate Capital Partners LLC 1.21% Reduce -7.4% 57,994 $22.6M
Aptus Capital Advisors, LLC 0.22% Add +30.3% 56,888 $22.1M
Polar Capital Holdings Plc 0.12% Add +1.4% 56,774 $22.1M
Wealth Enhancement Advisory Services, LLC 0.04% Add +129.8% 63,353 $22.0M
Lazard Asset Management LLC 0.03% Add +5.6% 55,885 $21.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +4.5% 55,412 $21.6M
Czech National Bank 0.17% Add +3.7% 55,226 $21.5M
Stanley Capital Management, LLC 3.54% Reduce -14.3% 54,119 $21.1M
Commonwealth Equity Services, LLC 0.03% Add +0.4% 53,998 $21.0M
Renaissance Technologies 0.03% New 53,573 $20.8M
Crossmark Global Holdings, Inc. 0.34% Add +146.5% 53,505 $20.8M
Loews Corp 0.17% Add +15.2% 53,000 $20.6M
Synergy Asset Management, LLC 2.32% Add +2431.2% 52,167 $20.3M
Ranmore Fund Management Ltd 7.75% New 50,000 $19.4M
Glenmede Investment Management, LP 0.10% — 48,702 $18.9M
Rockefeller Capital Management L.P. 0.04% Add +3.6% 48,555 $18.9M
Retirement Systems of Alabama 0.07% Reduce -2.7% 48,480 $18.9M
IFM Investors Pty Ltd 0.18% Add +2.5% 48,354 $18.8M
Janney Montgomery Scott LLC 0.05% Add +0.6% 48,049 $18.7M
Jones Financial Companies LLLP 0.01% Add +52.9% 48,830 $18.7M
Swiss Life Asset Management Ltd 0.11% Reduce -7.4% 47,813 $18.6M
FineMark National Bank & Trust 0.63% Add +45.0% 47,331 $18.4M
Comerica Bank 0.07% Reduce -2.4% 47,071 $18.3M
Iridian Asset Management LLC 6.28% Reduce -10.3% 46,622 $18.1M
Steigerwald, Gordon & Koch Inc. 1.87% Add +2.4% 45,598 $17.7M
Osaic Holdings, Inc. 0.03% Add +21.1% 45,405 $17.7M
Vancity Investment Management Ltd 2.22% Reduce -4.7% 45,183 $17.6M
Rhenman & Partners Asset Management AB 2.20% Reduce -8.8% 44,650 $17.4M
Martingale Asset Management L P 0.42% Add +128.8% 44,400 $17.3M
Quantinno Capital Management LP 0.07% Add +111.8% 43,911 $17.1M
Amalgamated Bank 0.13% Reduce -5.0% 43,613 $17.0M
Panagora Asset Management Inc. 0.08% Reduce -8.9% 43,219 $16.8M
South Dakota Investment Council 0.32% Add +64.9% 43,053 $16.7M
CIBC Asset Management Inc 0.05% Reduce -6.1% 42,665 $16.6M
Captrust Financial Advisors 0.04% Reduce -2.6% 42,536 $16.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +5.0% 42,371 $16.5M
Silvercrest Asset Management Group LLC 0.11% Add +0.2% 41,821 $16.3M
Daiwa Securities Group Inc. 0.06% Add +18.3% 41,289 $16.1M
Natixis 0.08% Reduce -57.3% 41,107 $16.0M
Baird Financial Group, Inc. 0.03% Reduce -1.4% 40,974 $15.9M
DNB Asset Management AS 0.07% Reduce -3.8% 40,880 $15.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.11% New 40,400 $15.7M
Rwa Wealth Partners, LLC 0.20% Reduce -1.8% 40,299 $15.7M
ProShare Advisors LLC 0.03% Add +9.4% 40,228 $15.6M
Capital Fund Management S.A. 0.17% New 40,026 $15.6M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +5.7% 40,009 $15.6M
Whittier Trust Co. of Nevada Inc. 0.35% Add +3.5% 39,120 $15.2M
Ethic Inc. 0.27% Add +6.9% 39,769 $15.2M
Manning & Napier Advisors LLC 0.18% Add +115.2% 38,214 $14.9M
Ilmarinen Mutual Pension Insurance Co 0.12% Add +647.1% 38,100 $14.8M
HighTower Advisors, LLC 0.02% Reduce -4.8% 38,010 $14.8M
Capitolis Liquid Global Markets LLC 0.11% Reduce -15.6% 38,000 $14.8M
Utah Retirement Systems 0.15% Reduce -1.3% 37,982 $14.8M
State of Alaska, Department of Revenue 0.16% Reduce -4.5% 37,893 $14.7M
QRG Capital Management, Inc. 0.13% Reduce -50.2% 37,811 $14.7M
SouthState Bank Corp 0.64% Add +0.6% 37,359 $14.5M
NorthCoast Asset Management LLC 0.06% Add +14.4% 37,342 $14.5M
Tran Capital Management, L.P. 1.69% New 36,817 $14.3M
Auxier Asset Management LLC 2.10% Add +1.9% 36,753 $14.3M
CSM Advisors, LLC 0.41% New 36,527 $14.2M
ABN AMRO Bank N.V. 0.18% Add +1.6% 36,080 $14.1M
Vanguard Personalized Indexing Management, LLC 0.16% Add +3.6% 36,247 $14.1M
Mercer Global Advisors Inc. 0.03% Reduce -35.8% 36,255 $14.1M
Diversified Trust Co. 0.31% Add +35.3% 36,209 $14.1M
USS Investment Management Ltd 0.09% No change 36,089 $14.0M
Xponance LLC 0.12% Reduce -6.9% 36,026 $14.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Reduce -19.7% 35,625 $13.9M
Yousif Capital Management, LLC 0.15% Reduce -10.1% 35,482 $13.8M
Brevan Howard Capital Management LP 0.15% New 35,471 $13.8M
Hyperion Capital Advisors LP 8.59% Add +34.3% 35,214 $13.7M
Varma Mutual Pension Insurance Co 0.10% Add +5.4% 35,182 $13.7M
Modera Wealth Management, LLC 0.17% Add +47.2% 34,999 $13.6M
Lawson Kroeker Investment Management Inc. 2.51% Add +2.4% 34,606 $13.5M
New York Life Investment Management LLC 0.13% Reduce -1.7% 34,490 $13.4M
Police & Firemen's Retirement System of New Jersey 0.12% Add +1.4% 34,356 $13.4M
Vestcor Inc 0.40% Add +148.1% 34,174 $13.3M
Eagle Global Advisors LLC 0.54% Reduce -36.1% 34,012 $13.2M
Summit Street Capital Management, LLC 2.18% Reduce -16.4% 33,910 $13.2M
J. Safra Sarasin Holding AG 0.23% Add +69.9% 33,564 $13.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.57% Add +19.6% 33,536 $13.0M
Pathstone Holdings, LLC 0.05% Reduce -3.4% 33,316 $13.0M
Washington Trust Bank 1.06% Add +5.1% 32,507 $12.6M
Trillium Asset Management, LLC 0.34% Reduce -2.1% 32,344 $12.6M
GCM Grosvenor Holdings, LLC 1.79% Reduce -8.6% 32,163 $12.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +6.7% 32,056 $12.5M
Prudential PLC 0.08% Reduce -13.0% 32,010 $12.5M
Smith Salley Wealth Management 0.71% Add +3.2% 31,626 $12.3M
Geneos Wealth Management Inc. 0.30% Add +29.3% 31,360 $12.2M
Grafton Street Partners Fund, LP 7.67% No change 31,215 $12.1M
NorthCrest Asset Manangement, LLC 0.32% Add +1.4% 34,319 $11.9M
O'shaughnessy Asset Management, LLC 0.08% Reduce -4.8% 30,568 $11.9M
Advisors Asset Management, Inc. 0.21% Add +27.7% 30,402 $11.8M
ING Groep NV 0.07% Add +0.4% 29,729 $11.6M
Bank of Nova Scotia 0.02% Reduce -21.9% 29,678 $11.5M
Engineers Gate Manager LP 0.14% Add +86.0% 29,532 $11.5M
Public Employees Retirement Association of Colorado 0.04% Reduce -1.1% 29,450 $11.5M
Investment Management Corp of Ontario 0.17% Add +58.8% 29,386 $11.4M
Elo Mutual Pension Insurance Co 0.23% Reduce -5.1% 29,196 $11.4M
Gabelli Funds LLC 0.08% Reduce -3.3% 29,000 $11.3M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -13.0% 28,968 $11.3M
Greatmark Investment Partners, Inc. 1.40% Add +9.8% 28,650 $11.1M
Cibc World Markets Corp. 0.07% Add +1.7% 28,450 $11.1M
Dana Investment Advisors, Inc. 0.37% Add +2.1% 28,385 $11.0M
Nissay Asset Management Corp. /Japan 0.06% Reduce -1.9% 28,291 $11.0M
Intech Investment Management LLC 0.10% Add +12.3% 27,790 $10.8M
Impax Asset Management Group plc 0.06% Reduce -4.0% 27,530 $10.7M
B. Metzler seel. Sohn & Co. AG 0.10% Add +22.6% 27,477 $10.7M
World Investment Advisors 0.24% Add +17.0% 27,434 $10.7M
Banque Pictet & Cie SA 0.11% Reduce -0.9% 27,254 $10.6M
Channing Capital Management, LLC 0.29% Add +10.4% 27,188 $10.6M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -0.2% 27,185 $10.6M
Cna Financial Corp. 5.39% Add +17.4% 27,000 $10.5M
Cornerstone Advisors, LLC 0.36% Add +126.9% 27,000 $10.5M
Lowe Brockenbrough & Co. Inc. 0.59% Add +2.5% 26,803 $10.4M
Federated Hermes, Inc. 0.02% Reduce -6.6% 26,602 $10.3M
Firetrail Investments PTY Ltd. 2.69% Reduce -2.7% 26,560 $10.3M
Cannell & Spears LLC 0.21% Add +0.7% 26,404 $10.3M
CI Investments Inc. 0.04% Add +45.0% 26,387 $10.3M
Loomis Sayles & Co. L P 0.01% Add +21.4% 26,324 $10.2M
Mutual of America Capital Management LLC 0.11% Reduce -4.0% 25,960 $10.1M
Unison Asset Management LLC 5.08% Add +1.4% 25,921 $10.1M
First Citizens Bank & Trust Co. 0.18% Add +12.9% 25,878 $10.1M
ASR Vermogensbeheer N.V. 0.13% Reduce -0.8% 25,688 $10.0M
M&T Bank Corp 0.03% Reduce -7.2% 25,420 $9.9M
683 Capital Management, LLC 1.05% Reduce -7.4% 25,000 $9.7M
Rheos Capital Works Inc. 0.56% No change 25,000 $9.7M
Balyasny Asset Management L.P. 0.02% Add +16.8% 24,806 $9.6M
Creative Planning 0.01% Reduce -20.9% 24,438 $9.5M
Kingsview Wealth Management, LLC 0.16% Reduce -0.4% 24,423 $9.5M
Rafferty Asset Management, LLC 0.03% Add +11.2% 23,882 $9.3M
Y-Intercept (Hong Kong) Ltd 0.22% Add +2836.0% 23,547 $9.2M
ProVise Management Group, LLC 0.72% Add +16.2% 23,524 $9.1M
Punch & Associates Investment Management, Inc. 0.56% Add +4.2% 23,163 $9.0M
Scotia Capital Inc. 0.04% Add +5.6% 22,812 $8.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -36.8% 22,301 $8.8M
Mediolanum International Funds Ltd 0.11% Add +206.5% 23,057 $8.8M
Liontrust Investment Partners LLP 0.13% Reduce -24.4% 22,510 $8.8M
Generali Asset Management SPA SGR 0.20% Reduce -11.0% 22,477 $8.7M
Focus Partners Wealth 0.02% Reduce -0.0% 22,439 $8.7M
ExodusPoint Capital Management, LP 0.11% New 22,440 $8.7M
North Growth Management Ltd. 1.62% Reduce -21.4% 22,000 $8.6M
Steward Partners Investment Advisory, LLC 0.07% Add +13.4% 21,981 $8.5M
Nixon Peabody Trust Co. 0.66% Add +0.4% 21,901 $8.5M
Cullen/Frost Bankers, Inc. 0.11% Add +4.1% 21,845 $8.5M
HB Wealth Management, LLC 0.07% Add +8.1% 21,747 $8.5M
Fisher Funds Management LTD 0.20% Reduce -10.0% 21,492 $8.4M
Verdence Capital Advisors LLC 0.56% Add +3.9% 21,213 $8.3M
SVB Wealth LLC 0.43% Reduce -20.1% 20,865 $8.1M
AEGON ASSET MANAGEMENT UK Plc 0.10% Reduce -16.0% 20,429 $7.9M
Principal Securities, Inc. 0.15% Add +10.7% 20,335 $7.9M
Archon Partners LLC 0.90% Reduce -60.0% 20,000 $7.8M
Tidal Investments LLC 0.05% Add +0.3% 19,885 $7.7M
NEOS Investment Management LLC 0.10% Add +45.2% 19,870 $7.7M
Avantax Advisory Services, Inc. 0.04% Add +9.4% 19,752 $7.7M
Oregon Public Employees Retirement Fund 0.13% Reduce -2.0% 19,489 $7.6M
Moran Wealth Management, LLC 0.23% New 19,432 $7.6M
Atria Investments, Inc 0.09% Add +23.8% 19,276 $7.5M
Callodine Capital Management, LP 0.77% New 19,000 $7.4M
Pacer Advisors, Inc. 0.02% Add +60.0% 18,998 $7.4M
Eversept Partners, LP 0.74% Add +20.8% 18,962 $7.4M
Fifth Third Bancorp 0.03% Add +14.0% 18,936 $7.4M
Sector Gamma As 2.39% Reduce -34.8% 18,779 $7.3M
Orion Porfolio Solutions, LLC 0.06% Add +0.6% 18,526 $7.2M
Argent Trust Co 0.27% Add +14.7% 18,480 $7.2M
Van Den Berg Management I, Inc. 2.04% Add +7.3% 18,470 $7.2M
Unisphere Establishment 0.06% No change 18,300 $7.1M
Teachers Retirement System of the State of Kentucky 0.06% Add +1.5% 18,159 $7.1M
Van Eck Associates Corp. 0.01% Reduce -1.8% 18,032 $7.0M
Northwest & Ethical Investments L.P. 0.17% Add +14.5% 17,853 $6.9M
Barlow Wealth Partners, LLC 0.82% Add +762.7% 19,670 $6.9M
University of Texas/Texas Am Investment Management Co. 1.08% Add +18.9% 17,670 $6.9M
Thrivent Financial for Lutherans 0.02% Reduce -16.2% 17,693 $6.9M
Hardman Johnston Global Advisors LLC 0.30% New 17,588 $6.8M
Public Sector Pension Investment Board 0.03% Reduce -45.4% 17,332 $6.7M
Achmea Investment Management B.V. 0.09% Add +62.4% 17,228 $6.7M
Napean Trading & Investment Co (Singapore) PTE Ltd 1.77% Add +26.9% 17,167 $6.7M
Atom Investors LP 0.59% Add +30.6% 17,105 $6.7M
Verition Fund Management LLC 0.04% Reduce -15.5% 17,038 $6.6M
Taikang Asset Management (Hong Kong) Co Ltd 0.85% Add +6.4% 16,995 $6.6M
Level Four Advisory Services, LLC 0.24% Add +5.9% 16,947 $6.6M
Great Lakes Advisors, LLC 0.06% Reduce -3.4% 16,932 $6.6M
Guggenheim Capital LLC 0.05% Reduce -7.2% 16,859 $6.6M
National Philanthropic Trust 0.09% Reduce -0.8% 16,774 $6.5M
Exchange Traded Concepts, LLC 0.08% Add +88.6% 16,585 $6.5M
Oppenheimer Asset Management Inc. 0.07% Add +8.6% 16,547 $6.4M
Te Ahumairangi Investment Management Ltd 1.13% Add +42.5% 16,200 $6.3M
Ostrum Asset Management 0.29% Add +49.3% 16,180 $6.3M
Cibc World Market Inc. 0.01% Add +3.8% 15,928 $6.2M
UniSuper Management Pty Ltd 0.04% Reduce -0.4% 15,925 $6.2M
Wealthfront Advisers LLC 0.02% Add +14.9% 15,750 $6.1M
Boston Common Asset Management, LLC 0.17% Reduce -22.5% 15,738 $6.1M
Mizuho Securities USA LLC 0.13% — 15,615 $6.1M
Van Lanschot Kempen Investment Management N.V. 0.06% Add +41.5% 15,557 $6.1M
Asio Capital, LLC 1.00% Add +7.1% 15,371 $6.0M
Shell Asset Management Co. 0.21% Add +47.2% 15,350 $6.0M
Hunter Perkins Capital Management, LLC 1.42% Add +24.0% 15,312 $6.0M
Robertson Opportunity Capital, LLC 2.21% No change 15,300 $6.0M
Sienna Gestion 0.41% Add +9.9% 16,710 $5.9M
Summit Global Investments 0.35% Reduce -26.2% 15,181 $5.9M
Avanza Fonder AB 0.17% No change 15,105 $5.9M
Kentucky Retirement Systems 0.17% Reduce -6.2% 14,904 $5.8M
Westbourne Investment Advisors, Inc. 1.73% Reduce -0.3% 14,646 $5.7M
Beverly Hills Private Wealth, LLC 1.07% Add +7.3% 14,546 $5.7M
Berger Financial Group, Inc 0.37% Add +1.9% 14,523 $5.6M
TCW Group Inc. 0.04% Reduce -5.3% 14,411 $5.6M
Voleon Capital Management LP 0.31% New 14,349 $5.6M
Lombard Odier Asset Management (Switzerland) SA 0.28% Add +14.3% 14,162 $5.5M
GHP Investment Advisors, Inc. 0.24% Add +6.4% 14,155 $5.5M
McDonald Capital Investors Inc. 0.35% Reduce -88.8% 14,149 $5.5M
Allianz SE 0.13% Reduce -0.1% 13,838 $5.4M
NewEdge Advisors, LLC 0.03% Reduce -1.2% 13,746 $5.3M
Hartford Investment Management Co. 0.17% Reduce -3.8% 13,638 $5.3M
Norinchukin Bank, The 0.08% Add +8.3% 13,582 $5.3M
Advisory Resource Group 0.99% New 13,234 $5.1M
Community Bank & Trust, Waco, Texas 1.15% Reduce -0.7% 13,005 $5.1M
Evergreen Wealth Management, LLC 2.82% Add +13.4% 12,947 $5.0M
Erste Asset Management GmbH 0.04% Add +587.7% 13,204 $5.0M
Sava Infond d.o.o. 0.78% Add +5.7% 12,900 $5.0M
Siemens Fonds Invest GmbH 0.29% Add +3.1% 12,827 $5.0M
Camden National Bank 0.72% Add +18.4% 12,821 $5.0M
Liberty One Investment Management, LLC 0.50% Add +20.0% 12,794 $5.0M
Oxbow Advisors, LLC 0.54% Add +5.1% 12,506 $4.9M
GAM Holding AG 0.34% Add +0.4% 12,470 $4.9M
Howe & Rusling Inc. 0.36% New 12,421 $4.8M
AustralianSuper Pty Ltd 0.02% No change 12,256 $4.8M
Moore Capital Management, LP 0.10% Reduce -54.7% 12,021 $4.7M
Ally Financial Inc. 0.53% No change 12,000 $4.7M
River Wealth Advisors LLC 0.58% Reduce -3.0% 11,908 $4.6M
Louisiana State Employees Retirement System 0.08% Reduce -4.8% 11,900 $4.6M
Securian Asset Management, Inc. 0.13% Reduce -4.1% 11,813 $4.6M
Gulf International Bank (UK) Ltd 0.16% Reduce -11.1% 11,743 $4.6M
Employees Retirement System of Texas 0.04% New 11,673 $4.5M
LGT Fund Management Co Ltd. 0.39% No change 11,400 $4.4M
Abn Amro Investment Solutions 0.09% Reduce -18.5% 11,398 $4.4M
Hamilton Capital Partners Inc. 0.23% Add +22.3% 11,397 $4.4M
Daiichi Life Insurance Co., Ltd. 0.12% Reduce -51.3% 11,276 $4.4M
PARUS FINANCE (UK) Ltd 1.25% Reduce -6.5% 11,259 $4.4M
Walleye Capital LLC 0.04% Add +37.8% 11,057 $4.3M
Maryland State Retirement & Pension System 0.09% Add +1.1% 10,991 $4.3M
New Mexico Educational Retirement Board 0.14% No change 10,846 $4.2M
Rench Wealth Management, Inc. 1.33% Add +6.6% 10,795 $4.2M
Twinbeech Capital LP 0.09% New 10,764 $4.2M
Metis Global Partners, LLC 0.11% Reduce -10.1% 10,736 $4.2M
Jane Street Group, LLC 0.01% Reduce -4.9% 10,667 $4.1M
Huntington National Bank 0.04% Reduce -8.2% 10,563 $4.1M
Palmer Knight Co 1.74% Reduce -0.2% 10,523 $4.1M
Private Advisor Group, LLC 0.02% Add +5.4% 10,504 $4.1M
Atlantic Union Bankshares Corp 0.09% Add +335.5% 10,431 $4.1M
Quantitative Investment Management, LLC 0.54% New 10,340 $4.0M
Brookstone Capital Management 0.05% Add +5.2% 10,299 $4.0M
&partners 0.03% Add +26.9% 10,224 $4.0M
Agf Management Ltd. 0.02% Reduce -12.0% 10,292 $4.0M
WCG Wealth Advisors LLC 0.26% New 10,276 $4.0M
Mill Capital Management, LLC 0.31% No change 10,142 $3.9M
Kestra Advisory Services, LLC 0.02% Reduce -21.8% 10,069 $3.9M
Keybank National Association 0.01% Reduce -0.5% 10,065 $3.9M
CenterBook Partners LP 0.22% Add +255.9% 10,045 $3.9M
Winmill & Co. Inc. 1.09% No change 10,040 $3.9M
Ossiam 0.04% Reduce -15.3% 10,008 $3.9M
Torno Capital, LLC 1.47% New 10,000 $3.9M
Logan Capital Management Inc. 0.18% Reduce -3.4% 9,909 $3.9M
United Capital Financial Advisors, LLC 0.03% Add +37.1% 9,816 $3.8M
JB Capital LLC 0.18% Reduce -0.1% 9,667 $3.8M
Stephens Inc. 0.05% Add +0.9% 9,599 $3.7M
Banque Cantonale Vaudoise 0.15% Add +1.2% 9,536 $3.7M
Empirical Finance, LLC 0.19% Reduce -8.9% 9,509 $3.7M
E. Ohman J:or Asset Management AB 0.09% Reduce -5.8% 9,344 $3.6M
Thompson Siegel & Walmsley LLC 0.06% Add +20.8% 9,137 $3.6M
Timber Creek Capital Management LLC 0.89% Add +24.1% 12,618 $3.5M
Mubadala Investment Co PJSC 0.02% New 8,902 $3.5M
Voya Financial Advisors, Inc. 0.35% Reduce -1.1% 9,061 $3.5M
Bokf, NA 0.06% Add +9.5% 8,882 $3.5M
Ieq Capital, LLC 0.02% Reduce -69.8% 8,825 $3.4M
AG2R La Mondiale Gestion D'actifs 0.17% No change 8,733 $3.4M
Park Avenue Securities LLC 0.03% Reduce -12.5% 8,708 $3.4M
Groupama Asset Managment 0.06% Add +12.2% 8,797 $3.4M
BDF-Gestion 0.37% Reduce -9.8% 8,596 $3.3M
OMERS ADMINISTRATION Corp 0.03% Reduce -95.5% 8,572 $3.3M
Eagle Rock Investment Company, LLC 0.53% Add +4.3% 8,558 $3.3M
Allen Capital Group, LLC 0.34% Add +8.3% 8,368 $3.3M
Benedict Financial Advisors Inc. 0.74% Add +1.0% 8,365 $3.3M
Stanley-Laman Group, Ltd. 0.48% Reduce -7.3% 8,302 $3.2M
Banco Santander, S.A. 0.03% Reduce -77.3% 8,289 $3.2M
New Age Alpha Advisors, LLC 0.14% Reduce -20.9% 8,268 $3.2M
Cary Street Partners Financial LLC 0.09% Add +1.9% 8,194 $3.2M
Peapack Gladstone Financial Corp. 0.04% Reduce -3.3% 8,043 $3.1M
Forvis Mazars Wealth Advisors, LLC 0.07% Add +0.6% 8,036 $3.1M
Dynamic Advisor Solutions LLC 0.10% Add +11.3% 8,034 $3.1M
Kentucky Farm Bureau Mutual Insurance Co 0.66% No change 8,000 $3.1M
Group One Trading LLC 0.10% Reduce -82.9% 7,979 $3.1M
Equitable Trust Co. 0.15% Add +23.1% 7,943 $3.1M
Clearstead Advisors, LLC 0.04% Reduce -5.6% 7,931 $3.1M
Arnhold LLC 0.28% No change 7,899 $3.1M
LMR Partners LLP 0.07% No change 7,887 $3.1M
Chemistry Wealth Management LLC 0.65% Add +6.9% 7,840 $3.0M
Synovus Financial Corp. 0.04% Reduce -3.2% 7,703 $3.0M
MAI Capital Management 0.02% Reduce -1.4% 7,579 $2.9M
Tandem Capital Management Corp. 1.48% Reduce -0.2% 7,531 $2.9M
Radnor Capital Management, LLC 0.47% Reduce -1.2% 7,530 $2.9M
Fulcrum Asset Management LLP 0.83% — 7,510 $2.9M
Kestra Private Wealth Services, LLC 0.04% Add +11.6% 7,443 $2.9M
Pinkerton Wealth, LLC 0.35% Add +7.9% 7,439 $2.9M
Praxis Investment Management Inc. 0.18% Reduce -8.2% 7,380 $2.9M
Unison Advisors LLC 0.32% Add +0.4% 7,328 $2.9M
Kingswood Wealth Advisors, LLC 0.22% Reduce -2.4% 7,245 $2.8M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -2.3% 7,208 $2.8M
Family Legacy, Inc. 0.91% Add +2.9% 7,159 $2.8M
Toth Financial Advisory Corp. 0.32% Add +44.3% 7,150 $2.8M
Cwm, LLC 0.01% Reduce -48.1% 7,126 $2.8M
OneDigital Investment Advisors LLC 0.03% Reduce -8.4% 7,027 $2.7M
RDA Financial Network 0.74% Add +8.6% 7,024 $2.7M
Tokio Marine Asset Management Co. Ltd. 0.10% Add +7.2% 6,986 $2.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -28.2% 6,933 $2.7M
Community Bank, N.A. 0.35% Add +7.6% 6,917 $2.7M
Hancock Whitney Corp. 0.05% Add +247.9% 6,905 $2.7M
Bull Street Advisors, LLC 1.29% No change 6,901 $2.7M
Sequoia Financial Advisors, LLC 0.02% Add +2.4% 6,880 $2.7M
Anchor Investment Management, LLC 0.23% Add +6.0% 6,878 $2.7M
Earnest Partners LLC 0.01% Add +3.4% 6,873 $2.7M
Round Rock Advisors LLC 0.46% Reduce -0.1% 6,806 $2.6M
Tiaa Trust, National Association 0.01% Reduce -9.5% 6,796 $2.6M
Edmp, Inc. 2.25% Reduce -2.3% 6,785 $2.6M
Vinva Investment Management Ltd 0.07% Reduce -40.7% 6,778 $2.6M
Maia Wealth LLC 0.49% Reduce -2.9% 6,571 $2.6M
Pacific Capital Partners Ltd 2.37% Reduce -48.0% 6,500 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.29% Add +12.3% 6,492 $2.5M
TD Waterhouse Canada Inc. 0.02% Reduce -73.5% 5,652 $2.5M
Vontobel Holding Ltd. 0.01% Reduce -10.2% 6,480 $2.5M
AIA Group Ltd 0.05% Reduce -33.2% 6,470 $2.5M
Horizon Investments, LLC 0.04% Add +57.6% 6,336 $2.5M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -6.5% 6,325 $2.5M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -79.5% 6,285 $2.4M
Tower Research Capital LLC (TRC) 0.07% Reduce -42.3% 6,278 $2.4M
Old National Bancorp 0.04% Add +44.8% 6,267 $2.4M
Cresset Asset Management, LLC 0.01% Reduce -28.3% 6,261 $2.4M
Blair William & Co. 0.01% Add +3.0% 6,260 $2.4M
Strategy Asset Managers LLC 0.45% Add +6.4% 6,232 $2.4M
Burney Co./ 0.08% Reduce -5.3% 6,173 $2.4M
Lester Murray Antman dba SimplyRich 0.67% Reduce -2.8% 6,161 $2.4M
Paralel Advisors LLC 0.10% Add +26.8% 6,143 $2.4M
Coastline Trust Co 0.27% No change 6,129 $2.4M
Jackson Hole Capital Partners, LLC 0.43% Reduce -0.0% 6,002 $2.3M
GLOBALT Investments LLC / GA 0.09% Reduce -5.1% 5,983 $2.3M
Greenup Street Wealth Management LLC 0.40% Add +2.8% 5,960 $2.3M
Greenleaf Trust 0.02% Reduce -13.2% 5,960 $2.3M
Waverly Advisors, LLC 0.03% Reduce -4.8% 5,931 $2.3M
Vise Technologies, Inc. 0.09% — 5,895 $2.3M
Fort Washington Investment Advisors Inc. 0.01% Add +8.4% 5,884 $2.3M
BLI - Banque de Luxembourg Investments 0.07% New 6,000 $2.3M
Lecap Asset Management Ltd. 0.80% Add +171.6% 5,831 $2.3M
Prana Capital Management, LP 0.08% Add +61.3% 5,744 $2.2M
Simplicity Wealth,LLC 0.09% Add +62.6% 5,566 $2.2M
Ami Investment Management Inc. 0.56% Add +5.2% 5,558 $2.2M
Stonebridge Capital Advisors LLC 0.16% Add +20.3% 5,537 $2.2M
Oppenheimer & Co. Inc. 0.03% Reduce -3.9% 5,522 $2.1M
Coldstream Capital Management Inc. 0.04% Add +14.9% 5,507 $2.1M
Laird Norton Wetherby Wealth Management, LLC 0.10% — 5,505 $2.1M
YHB Investment Advisors, Inc. 0.16% Reduce -1.4% 5,470 $2.1M
Legato Capital Management LLC 0.25% No change 5,433 $2.1M
Prospera Financial Services Inc 0.04% Add +335.1% 5,412 $2.1M
Versor Investments LP 0.37% Add +116.0% 5,397 $2.1M
HF Advisory Group, LLC 0.83% Reduce -7.6% 5,384 $2.1M
Johnson Investment Counsel Inc. 0.02% Reduce -4.2% 5,376 $2.1M
KCM Investment Advisors LLC 0.07% Reduce -2.6% 5,351 $2.1M
Lido Advisors, LLC 0.01% Add +2.2% 5,267 $2.0M
Ascent Group, LLC 0.08% Reduce -22.1% 5,267 $2.0M
iSAM Funds (UK) Ltd 0.45% Add +129.8% 5,262 $2.0M
Plato Investment Management Ltd 0.15% Add +0.1% 5,227 $2.0M
Legacy Trust 0.50% Add +0.2% 5,207 $2.0M
Los Angeles Capital Management LLC 0.01% Add +354.7% 5,156 $2.0M
MASTERINVEST Kapitalanlage GmbH 0.21% — 5,127 $2.0M
Savant Capital, LLC 0.01% Reduce -7.5% 5,119 $2.0M
Essex Financial Services, Inc. 0.13% Reduce -0.3% 5,095 $2.0M
Blue Trust, Inc. 0.02% Add +6.2% 5,015 $2.0M
Keudell/Morrison Wealth Management 0.43% Reduce -1.6% 5,013 $1.9M
Mufg Securities Americas Inc. 0.17% Add +21.9% 5,007 $1.9M
Triglav Investments, D.O.O. 0.14% No change 4,980 $1.9M
Ninety One SA (Pty) Ltd 0.32% Reduce -0.6% 4,936 $1.9M
LMCG Investments, LLC 0.12% Reduce -29.5% 4,915 $1.9M
Twin City Private Wealth, LLC 1.56% Add +23.3% 4,906 $1.9M
APG Asset Management US Inc. 0.01% No change 4,792 $1.9M
Alpine Woods Capital Investors, LLC 0.45% Reduce -4.2% 4,867 $1.9M
Vestor Capital, LLC 0.14% Add +30.6% 3,064 $1.9M
Choreo, LLC 0.03% Add +14.3% 4,863 $1.9M
D.A. Davidson & Co. 0.01% Reduce -11.2% 4,857 $1.9M
Oak Associates Ltd. 0.12% No change 4,833 $1.9M
Coastal Bridge Advisors, LLC 0.15% New 4,764 $1.9M
Summit Trail Advisors, LLC 0.03% New 4,741 $1.8M
Sit Investment Associates Inc. 0.04% New 4,675 $1.8M
Vista Investment Management 0.67% Add +0.6% 4,673 $1.8M
EP Wealth Advisors, LLC 0.01% Add +33.0% 4,667 $1.8M
Weaver C. Barksdale & Associates, Inc. 1.73% Reduce -0.8% 4,654 $1.8M
Fiduciary Alliance LLC 0.13% Add +0.0% 4,640 $1.8M
Unique Wealth Strategies, LLC 0.75% Add +3.8% 4,620 $1.8M
Palouse Capital Management, Inc. 1.21% Reduce -1.2% 4,615 $1.8M
Bartlett & Co. Wealth Management LLC 0.02% Add +1.1% 4,559 $1.8M
Bragg Financial Advisors, Inc 0.06% Add +0.3% 4,531 $1.8M
Callan Family Office, LLC 0.06% Add +123.6% 4,505 $1.8M
Clearbridge Investments, LLC 0.00% Reduce -4.7% 4,494 $1.7M
Bangor Savings Bank 0.15% Reduce -4.2% 4,410 $1.7M
DB Fitzpatrick & Co, Inc 1.50% Add +1.1% 4,352 $1.7M
First Manhattan Co. Llc. 0.00% No change 4,327 $1.7M
Pettyjohn, Wood & White, Inc. 0.30% Add +7.9% 4,305 $1.7M
Meeder Advisory Services, Inc. 0.09% Reduce -6.8% 4,301 $1.7M
Intrust Bank NA 0.15% Add +5.2% 4,248 $1.7M
WESPAC Advisors SoCal, LLC 0.37% Add +10.8% 4,244 $1.7M
Channing Global Advisors, LLC 1.06% Reduce -58.9% 4,243 $1.7M
Greenfield Savings Bank 0.75% Reduce -5.8% 4,224 $1.6M
Strategic Wealth Partners, Ltd. 0.13% — 4,219 $1.6M
Retirement Guys Formula LLC 0.62% Add +0.9% 4,204 $1.6M
Granite Harbor Advisors, Inc. 0.77% Reduce -1.6% 4,189 $1.6M
Cetera Trust Company, N.A 0.97% Add +1.9% 4,181 $1.6M
Moody National Bank Trust Division 0.15% Reduce -8.4% 4,171 $1.6M
Syon Capital LLC 0.11% Reduce -0.2% 4,168 $1.6M
Elevation Point Wealth Partners, LLC 0.13% Reduce -21.0% 4,166 $1.6M
Uncommon Cents Investing LLC 0.43% Add +12.6% 4,160 $1.6M
Tufton Capital Management 0.30% No change 4,124 $1.6M
Hudson Bay Capital Management LP 0.01% New 4,115 $1.6M
Allen Investment Management, LLC 0.02% No change 4,098 $1.6M
Crux Wealth Advisors 0.68% Add +50.6% 4,088 $1.6M
Pensionfund Sabic 0.45% Reduce -6.9% 4,050 $1.6M
Integrated Quantitative Investments LLC 0.46% New 4,047 $1.6M
Abc Arbitrage SA 0.18% New 4,045 $1.6M
Power Wealth Management LLC 0.60% Reduce -0.9% 4,037 $1.6M
DSG Capital Advisors, LLC 0.28% Add +0.3% 4,019 $1.6M
Wakefield Asset Management LLLP 0.43% No change 4,000 $1.6M
DRW Securities, LLC 0.11% Add +672.2% 4,000 $1.6M
PKO Investment Management Joint-Stock Co 0.17% Add +11.1% 4,000 $1.6M
Clear Harbor Asset Management, LLC 0.12% Add +0.7% 3,999 $1.6M
Onex Canada Asset Management Inc. 0.19% Reduce -6.6% 3,997 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -17.6% 3,965 $1.5M
Copperleaf Capital, LLC 0.78% Add +2.3% 3,962 $1.5M
Hofer & Associates. Inc 0.96% Reduce -8.5% 3,959 $1.5M
Cape Investment Advisory, Inc. 0.56% Add +4.3% 3,957 $1.5M
AMG National Trust Bank 0.04% No change 3,946 $1.5M
Stock Yards Bank & Trust Co. 0.05% Reduce -17.1% 3,936 $1.5M
FSB Premier Wealth Management, Inc. 0.55% Add +15.6% 3,933 $1.5M
Global Retirement Partners, LLC 0.04% — 3,933 $1.5M
Cornercap Investment Counsel Inc. 0.80% Reduce -2.1% 3,925 $1.5M
Fifth Third Wealth Advisors LLC 0.06% Add +0.7% 3,925 $1.5M
Smith, Moore & Co. 0.13% No change 3,924 $1.5M
Professional Financial Advisors, LLC 0.35% Add +1.7% 3,840 $1.5M
Alps Advisors Inc. 0.01% Reduce -0.5% 3,825 $1.5M
Integrated Wealth Concepts LLC 0.01% Add +4.6% 3,819 $1.5M
FRG Family Wealth Advisors LLC 0.26% No change 3,810 $1.5M
Chesley Taft & Associates LLC 0.07% Add +3.1% 3,804 $1.5M
Hutchinson Financial Advisors, INC 1.63% — 3,746 $1.5M
Canada Post Corp Registered Pension Plan 0.09% New 3,742 $1.5M
DGS Capital Management, LLC 0.30% Add +34.5% 3,676 $1.4M
Intellectus Partners, LLC 0.31% Reduce -5.2% 3,661 $1.4M
Ramirez Asset Management, Inc. 0.21% Add +787.8% 3,649 $1.4M
IMA Advisory Services, Inc. 0.15% Add +6.9% 3,647 $1.4M
HighPoint Advisor Group LLC 0.08% Add +8.3% 3,632 $1.4M
Valeo Financial Advisors, LLC 0.03% Reduce -12.0% 3,623 $1.4M
Whalen Wealth Management Inc. 0.88% Add +240.0% 3,618 $1.4M
Stratos Investment Management, LLC 0.06% Add +38.8% 3,608 $1.4M
China Universal Asset Management Co., Ltd. 0.13% Reduce -16.3% 3,600 $1.4M
Frank, Rimerman Advisors LLC 0.09% Reduce -1.1% 3,600 $1.4M
Integrated Advisors Network LLC 0.06% Add +2.0% 3,591 $1.4M
T. Rowe Price Investment Management, Inc. 0.00% Add +54.6% 3,588 $1.4M
Hardy Reed LLC 0.11% Reduce -39.0% 3,576 $1.4M
Castleview Partners, LLC 0.89% Add +12.3% 3,558 $1.4M
Perbak Capital Partners LLP 0.31% New 3,549 $1.4M
TD Private Client Wealth LLC 0.03% Reduce -12.1% 3,548 $1.4M
Atlas Capital Advisors Inc. 0.17% Reduce -3.4% 3,541 $1.4M
Wilmington Savings Fund Society, FSB 0.02% Reduce -2.5% 3,539 $1.4M
Rehmann Capital Advisory Group 0.08% Add +2.0% 3,532 $1.4M
Peoples Bank 0.92% Reduce -4.3% 3,529 $1.4M
Kornitzer Capital Management Inc. 0.03% Add +0.1% 3,515 $1.4M
Sapient Capital LLC 0.02% Reduce -2.0% 3,509 $1.4M
Independent Advisor Alliance 0.04% Reduce -1.3% 3,507 $1.4M
Cumberland Partners Ltd 0.09% New 3,500 $1.4M
Intact Investment Management Inc. 0.05% Reduce -6.7% 3,500 $1.4M
Foundations Investment Advisors, LLC 0.02% Reduce -14.8% 3,499 $1.4M
Sierra Legacy Group 1.05% Reduce -0.8% 3,489 $1.4M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -2.8% 3,488 $1.4M
Pinnacle Associates Ltd. 0.02% Add +17.3% 3,452 $1.3M
Merit Financial Group, LLC 0.01% Reduce -46.2% 3,441 $1.3M
Csenge Advisory Group 0.07% Reduce -0.7% 3,471 $1.3M
Apollon Wealth Management, LLC 0.03% Add +30.8% 3,421 $1.3M
Ilex Capital Partners (UK) LLP 0.04% Reduce -55.2% 3,407 $1.3M
Narwhal Capital Management 0.11% Reduce -8.2% 3,375 $1.3M
Mitchell McLeod Pugh & Williams Inc. 0.24% No change 3,365 $1.3M
Inkwell Capital LLC 1.39% Reduce -1.2% 3,336 $1.3M
Mission Wealth Management, LP 0.03% Add +2.2% 3,281 $1.3M
Great Valley Advisor Group, Inc. 0.03% Reduce -7.5% 3,229 $1.3M
Leavell Investment Management, Inc. 0.06% Add +3.5% 3,223 $1.3M
Bailard, Inc. 0.03% Add +79.3% 3,214 $1.3M
Todd Asset Management LLC 0.03% No change 3,182 $1.2M
Sentry LLC 0.25% Reduce -0.6% 3,169 $1.2M
Knollwood Investment Advisory, LLC 0.12% No change 3,164 $1.2M
Grove Bank & Trust 0.15% Add +21.1% 3,163 $1.2M
Edgestream Partners, L.P. 0.03% New 3,154 $1.2M
Wealth Architects, LLC 0.12% Reduce -0.4% 3,143 $1.2M
Tocqueville Asset Management L.P. 0.02% Add +15.7% 3,141 $1.2M
Johnson Financial Group, Inc. 0.05% New 3,139 $1.2M
Flputnam Investment Management Co. 0.02% Reduce -15.8% 3,129 $1.2M
Allworth Financial LP 0.01% Reduce -19.9% 3,128 $1.2M
Guardian Partners Inc. 0.11% Reduce -40.9% 3,512 $1.2M
Haverford Trust Co 0.01% No change 3,115 $1.2M
Brookwood Investment Group LLC 0.19% Add +540.2% 3,092 $1.2M
Semmax Financial Advisors Inc. 0.31% Reduce -31.7% 4,073 $1.2M
Ritholtz Wealth Management 0.03% Reduce -1.9% 3,024 $1.2M
Brighton Jones LLC 0.03% Reduce -4.8% 3,023 $1.2M
Arkadios Wealth Advisors 0.04% Add +56.4% 3,021 $1.2M
AE Wealth Management LLC 0.01% Reduce -16.3% 3,008 $1.2M
Wealthcare Advisory Partners LLC 0.03% Add +2.3% 3,006 $1.2M
Syntax Research, Inc. 0.83% New 3,000 $1.2M
Ashton Thomas Private Wealth, LLC 0.04% New 2,987 $1.2M
Commerzbank Aktiengesellschaft 0.03% Reduce -1.0% 2,960 $1.2M
PEAK6 LLC 0.04% Reduce -88.0% 2,955 $1.1M
Mirabella Financial Services LLP 0.12% Reduce -70.6% 2,935 $1.1M
GAMMA Investing LLC 0.07% Reduce -13.1% 2,945 $1.1M
Forum Financial Management, LP 0.02% Add +2.9% 2,938 $1.1M
Checchi Capital Advisers, LLC 0.08% Add +7.1% 2,931 $1.1M
Pinnacle Financial Partners Inc 0.02% Reduce -0.2% 2,927 $1.1M
Empower Advisory Group, LLC 0.00% Reduce -5.6% 2,902 $1.1M
Profund Advisors LLC 0.04% Reduce -9.1% 2,884 $1.1M
Robertson Stephens Wealth Management, LLC 0.04% Add +4.6% 2,876 $1.1M
Cidel Asset Management Inc. 0.07% Add +11.1% 2,871 $1.1M
Snowden Capital Advisors LLC 0.03% Add +0.0% 2,856 $1.1M
Institute for Wealth Management, LLC. 0.12% No change 2,855 $1.1M
44 Wealth Management LLC 0.39% Reduce -0.1% 2,838 $1.1M
Graves Light Lenhart Wealth, Inc. 0.13% Reduce -2.0% 2,818 $1.1M
Roberts Glore & Co. Inc. 0.32% Add +20.8% 2,809 $1.1M
Heritage Wealth Advisors 0.05% No change 2,793 $1.1M
Advisory Services Network, LLC 0.02% Add +68.3% 3,833 $1.1M
Quadrant Capital Group LLC 0.04% Reduce -25.5% 2,769 $1.1M
Applied Finance Capital Management, LLC 0.07% Reduce -14.9% 2,756 $1.1M
Mgo One Seven LLC 0.03% Add +2.0% 2,755 $1.1M
Pure Financial Advisors, LLC 0.02% Add +39.3% 2,749 $1.1M
Walleye Trading LLC 0.03% Reduce -74.0% 2,735 $1.1M
CSS LLC 0.20% Reduce -3.5% 2,730 $1.1M
Aster Capital Management (DIFC) Ltd 0.24% Add +2099.2% 2,705 $1.1M
Trust Asset Management LLC 0.08% No change 2,690 $1.0M
Farther Finance Advisors, LLC 0.02% Reduce -4.8% 2,676 $1.0M
VELA Investment Management, LLC 0.31% No change 2,674 $1.0M
W.G. Shaheen & Associates DBA Whitney & Co 0.10% No change 2,662 $1.0M
Asset Dedication, LLC 0.07% Add +29.0% 2,648 $1.0M
Signature Estate & Investment Advisors LLC 0.02% Reduce -0.1% 2,644 $1.0M
GC Wealth Management RIA, LLC 0.08% Add +319.6% 2,635 $1.0M
Tema ETFs LLC 0.27% New 2,631 $1.0M
Searle & Co. 0.29% No change 2,606 $1.0M
Hickory Asset Management, Inc. 0.84% Add +2.0% 2,603 $1.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.08% No change 2,600 $1.0M
Signal Advisors Wealth, LLC 0.08% Add +162.8% 2,599 $1.0M
Insight Inv LLC 0.67% Add +0.0% 2,568 $999K
Souders Financial Advisors 0.13% Reduce -19.3% 2,534 $985K
Axecap Investments, LLC 0.64% Reduce -2.9% 2,525 $982K
Fairtree Asset Management (Pty) Ltd 0.74% No change 2,512 $977K
Principle Wealth Partners LLC 0.06% Add +1.1% 2,499 $972K
Caisse Des Depots Et Consignations 0.04% Reduce -25.6% 2,485 $967K
Money Concepts Capital Corp. 0.06% Add +13.6% 2,480 $965K
Wedbush Securities Inc. 0.03% Reduce -5.8% 2,467 $960K
Regions Financial Corp. 0.01% Reduce -3.9% 2,465 $959K
EverSource Wealth Advisors, LLC 0.04% Add +45.0% 2,461 $957K
J.W. Cole Advisors, Inc. 0.02% Add +36.4% 2,457 $956K
Signaturefd, LLC 0.02% Reduce -16.4% 2,447 $952K
Smithbridge Asset Management Inc. 0.17% Reduce -7.1% 2,441 $949K
Kennedy Capital Management LLC 0.02% Reduce -75.4% 2,438 $948K
SummitTX Capital, L.P. 0.04% New 2,426 $944K
PDS Planning, Inc 0.07% Add +20.6% 2,423 $942K
Patton Albertson Miller Group, LLC 0.12% Add +0.2% 2,415 $939K
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -43.0% 2,391 $930K
Trueblood Wealth Management, LLC 0.38% Reduce -0.0% 2,363 $919K
Fiduciary Trust Co 0.01% Add +12.5% 2,358 $917K
Matisse Capital 0.43% No change 2,350 $914K
Shelton Capital Management 0.02% Reduce -0.6% 2,348 $913K
Aljian Capital Management, LLC 0.20% Reduce -4.0% 2,325 $904K
Capstone Investment Advisors, LLC 0.01% Add +64.5% 2,319 $902K
Buckley Wealth Management, LLC 0.27% No change 2,318 $902K
Acropolis Investment Management, LLC 0.05% Reduce -2.1% 2,317 $901K
Kathmere Capital Management, LLC 0.07% Reduce -14.0% 2,302 $896K
Stonehage Fleming Financial Services Holdings Ltd 0.03% New 2,292 $891K
Journey Strategic Wealth LLC 0.03% Add +18.1% 2,289 $890K
Parallel Advisors, LLC 0.02% Reduce -18.1% 2,282 $888K
Legacy Financial Advisors, Inc. 0.14% Add +171.6% 2,273 $884K
King Wealth Management Group 0.12% Reduce -39.6% 2,269 $883K
Brooklyn Investment Group 0.12% Add +2.2% 2,261 $879K
Bank of Marin 0.66% Add +48.7% 2,244 $873K
UMB Bank, n.a. 0.01% Reduce -22.9% 2,231 $868K
Soundwatch Capital LLC 0.15% New 1,405 $867K
Financial Security Advisor, Inc. 0.20% Add +0.2% 2,226 $866K
Two Sigma Securities, LLC 0.11% Reduce -27.0% 2,224 $865K
Westpac Banking Corp. 0.06% No change 2,220 $863K
NorthRock Partners, LLC 0.02% Reduce -0.6% 2,217 $862K
Cigna Investments Inc. 0.15% Reduce -4.9% 2,214 $861K
Chicago Capital, LLC 0.02% Add +0.9% 2,189 $851K
Icon Advisers Inc. 0.20% No change 2,185 $850K
Barden Capital Management, Inc. 0.74% Reduce -2.1% 2,180 $848K
Benjamin Edwards Inc. 0.01% Add +26.2% 2,143 $834K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.5% 2,133 $830K
Meriwether Wealth & Planning, LLC 0.52% Reduce -0.8% 2,127 $827K
Pitcairn Co. 0.05% Reduce -8.2% 2,121 $825K
Two Sigma Advisers, LP 0.00% New 2,100 $817K
Canal Capital Management, LLC 0.13% Add +237.5% 2,099 $816K
Chapman Financial Group, LLC 0.69% — 2,081 $809K
Cim Investment Management Inc. 0.15% Add +99.7% 2,133 $808K
Centaurus Financial, Inc. 0.05% Reduce -13.2% 2,067 $804K
Sumitomo Life Insurance Co. 0.05% Reduce -6.7% 2,047 $796K
Northern Financial Advisors Inc 0.59% Add +34.5% 2,031 $790K
Bedel Financial Consulting, Inc. 0.11% No change 2,031 $790K
Stratos Wealth Partners, LTD. 0.01% Reduce -28.8% 2,019 $786K
Generali Investments, Management Co LLC 0.18% Reduce -18.8% 2,022 $785K
Atria Wealth Solutions, Inc. 0.02% Reduce -60.4% 2,036 $778K
Garrison Point Advisors, LLC 0.36% No change 2,000 $778K
NJ State Employees Deferred Compensation Plan 0.09% No change 2,000 $778K
LOM Asset Management Ltd 0.26% — 1,996 $776K
Capital International Sarl 0.01% Add +5.5% 1,978 $769K
Smartleaf Asset Management LLC 0.07% Reduce -6.9% 2,014 $768K
Naviter Wealth, LLC 0.09% Reduce -15.4% 1,971 $767K
Eisler Capital Management Ltd. 0.03% Reduce -18.9% 1,966 $765K
Portfolio Design Labs, LLC 0.15% Reduce -52.5% 1,952 $759K
Modern Wealth Management, LLC 0.02% Reduce -4.7% 1,937 $754K
Convergence Financial, LLC 0.13% Add +11.9% 1,934 $752K
S&co Inc. 0.05% No change 1,931 $751K
Graypoint LLC 0.04% Reduce -13.6% 1,924 $748K
First Merchants Corp. 0.03% No change 1,914 $744K
Willner & Heller, LLC 0.62% Reduce -2.4% 1,899 $739K
Sigma Planning Corp 0.02% Reduce -13.6% 1,895 $737K
Analyst IMS Investment Management Services Ltd. 0.03% No change 1,894 $737K
Nilsine Partners, LLC 0.07% Reduce -2.2% 1,889 $735K
Concurrent Investment Advisors, LLC 0.01% Reduce -14.1% 1,880 $731K
James Investment Research, Inc. 0.09% Reduce -7.9% 1,880 $731K
Vestmark Advisory Solutions, Inc. 0.01% New 1,877 $730K
RFG Advisory, LLC 0.02% Reduce -3.6% 1,874 $729K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +18.0% 1,873 $729K
Frisch Financial Group, Inc. 0.18% Add +0.4% 1,871 $728K
Taylor Financial Group, Inc. 0.45% No change 1,865 $725K
Richwood Investment Advisors, LLC 0.59% Reduce -7.9% 1,857 $722K
Garde Capital, Inc. 0.04% No change 1,850 $720K
Sendero Wealth Management, LLC 0.09% Add +3.4% 1,842 $716K
1ST Source Bank 0.04% Reduce -1.7% 1,828 $711K
Blume Capital Management, Inc. 0.14% Reduce -84.3% 1,825 $710K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +2.5% 1,820 $708K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,819 $708K
Austin Private Wealth, LLC 0.06% Reduce -9.0% 1,816 $706K
Permanens Capital L.P. 0.10% Add +29.0% 1,814 $706K
PenderFund Capital Management Ltd. 0.39% No change 1,800 $700K
Dearborn Partners LLC 0.03% New 1,781 $693K
Tranquilli Financial Advisor LLC 0.43% Add +14.4% 1,768 $688K
Linden Thomas Advisory Services, LLC 0.08% Add +11.4% 1,768 $688K
Mutual Advisors, LLC 0.02% Add +17.0% 2,370 $685K
Heritage Trust Co 0.08% Add +0.4% 1,761 $685K
Systematic Financial Management LP 0.02% No change 1,760 $685K
InvesTrust 0.26% No change 1,759 $684K
Raiffeisen Bank International AG 0.01% Reduce -18.9% 1,827 $683K
Novem Group 0.09% Add +9.9% 1,743 $678K
Keystone Financial Services 0.23% Add +17.6% 1,739 $676K
Quantessence Capital LLC 0.20% Reduce -30.8% 1,729 $673K
CENTRAL TRUST Co 0.02% Add +2.7% 1,728 $672K
Qtron Investments LLC 0.09% Reduce -32.1% 1,725 $671K
Apella Capital, LLC 0.02% Reduce -0.1% 1,924 $668K
Fulton Bank, N.A. 0.02% Add +11.4% 1,716 $667K
Founders Grove Wealth Partners, LLC 0.17% No change 1,712 $666K
Towne Trust Company, N.A 0.23% Add +8.9% 1,707 $664K
Hutchens & Kramer Investment Management Group, LLC 0.30% Add +248.4% 1,669 $661K
Gratus Wealth Advisors, LLC 0.10% No change 1,696 $660K
Detalus Advisors, LLC 0.19% No change 1,695 $659K
Avestar Capital, LLC 0.05% Add +69.7% 1,692 $658K
Curi Capital, LLC 0.01% New 1,683 $655K
Outlook Wealth Advisors, LLC 0.17% Add +0.3% 1,680 $653K
Harbour Investments, Inc. 0.02% Reduce -3.6% 1,677 $652K
Brogan Financial, Inc. 0.29% Add +0.4% 1,677 $652K
GeoWealth Management, LLC 0.03% Reduce -5.8% 1,670 $650K
Advisor OS, LLC 0.06% Add +180.7% 1,670 $650K
Howard Capital Management, LLC 0.01% Add +25.9% 1,659 $645K
Fiduciary Family Office, LLC 0.21% Add +15.5% 1,647 $641K
Burke & Herbert Bank & Trust Co. 0.14% No change 1,646 $640K
Ruggaard & Associates LLC 0.26% Reduce -0.4% 1,644 $639K
Impact Investors, Inc 0.45% Add +4.0% 1,640 $638K
Glenview Trust Co 0.01% Add +41.5% 1,619 $630K
Private Trust Co. NA 0.06% Reduce -1.0% 1,614 $628K
Volterra Technologies LP 0.85% — 1,613 $627K
Midwest Trust Co 0.01% — 1,611 $627K
LRI Investments, LLC 0.05% Reduce -3.7% 1,607 $625K
Wealth Alliance, LLC 0.07% Add +33.6% 1,596 $621K
Plancorp, LLC 0.02% Add +1.3% 1,596 $621K
Ellevest, Inc. 0.10% Add +6.5% 1,590 $618K
Busey Bank 0.02% Add +0.1% 1,589 $618K
Sagespring Wealth Partners, LLC 0.01% Add +18.0% 1,580 $615K
United Community Bank 0.21% Reduce -10.9% 1,580 $615K
Arax Advisory Partners 0.03% Add +3.1% 1,481 $613K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -41.0% 1,574 $612K
Keystone Financial Group 0.06% Reduce -23.9% 1,648 $611K
Silver Oak Securities, Incorporated 0.05% Add +20.1% 1,565 $609K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -67.8% 1,565 $609K
Fullcircle Wealth LLC 0.23% Add +31.5% 2,214 $609K
denkapparat Operations GmbH 0.49% New 1,564 $608K
Sage Mountain Advisors LLC 0.04% Reduce -1.6% 1,563 $608K
LGT Group Foundation 0.01% Reduce -26.1% 1,556 $605K
Thomasville National Bank 0.04% Reduce -0.3% 1,555 $605K
Laurion Capital Management LP 0.07% New 1,550 $603K
Lebenthal Global Advisors, LLC 0.11% Add +18.2% 1,545 $601K
MJP Associates Inc. 0.09% Add +211.0% 1,527 $594K
Kirtland Hills Capital Management, LLC 0.27% Reduce -11.5% 1,526 $594K
Middleton & Co. Inc. 0.07% No change 1,525 $593K
Mowery & Schoenfeld Wealth Management, LLC 0.95% No change 1,511 $588K
Valmark Advisers, Inc. 0.01% Add +0.7% 1,507 $586K
CreativeOne Wealth, LLC 0.02% Add +13.2% 1,503 $585K
Moloney Securities Asset Management, LLC 0.07% Reduce -12.2% 1,501 $584K
CVFG LLC 0.46% Add +1.1% 1,499 $583K
Perigon Wealth Management, LLC 0.01% Reduce -63.3% 1,493 $581K
Keel Point, LLC 0.04% Reduce -0.9% 1,489 $579K
Verus Financial Partners, Inc. 0.06% Add +0.1% 1,667 $577K
Twin Capital Management Inc. 0.06% Reduce -0.9% 1,478 $575K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +114.6% 1,532 $572K
Fortress Private Ledger, LLC 0.26% Add +56.8% 1,463 $569K
Perpetual Ltd 0.01% Reduce -98.5% 1,462 $569K
St Germain D J Co. Inc. 0.02% Add +71.5% 1,458 $567K
Sowell Financial Services LLC 0.02% Reduce -5.8% 1,445 $562K
Donaldson Capital Management, LLC 0.02% Add +0.1% 1,443 $561K
Axxcess Wealth Management, LLC 0.01% Add +27.0% 1,436 $558K
Berkshire Asset Management LLC 0.03% Reduce -34.8% 1,434 $558K
Burling Wealth Partners, LLC 0.10% Reduce -59.8% 1,419 $552K
Clarius Group, LLC 0.03% Reduce -40.2% 1,418 $552K
Citizens Financial Group Inc. 0.01% Reduce -16.6% 1,417 $551K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +82.7% 1,414 $550K
PFG Investments, LLC 0.03% Add +5.2% 1,408 $548K
Global Trust Asset Management, LLC 0.29% Reduce -7.1% 1,405 $546K
Shufro Rose & Co. LLC 0.04% No change 1,250 $544K
Bayforest Capital Ltd 0.23% Add +287.9% 1,381 $537K
CTC Alternative Strategies, Ltd. 0.47% New 1,380 $537K
Balefire, LLC 0.12% Add +0.4% 1,380 $537K
Arista Wealth Management, LLC 0.07% New 1,380 $537K
Avantra Family Wealth, Inc. 0.44% Reduce -11.9% 1,365 $531K
Taylor Hoffman Capital Management LLC 0.18% Reduce -2.2% 1,360 $529K
Kapstone Financial Advisors LLC 0.26% Reduce -1.7% 1,355 $527K
Humankind Investments LLC 0.13% Reduce -24.4% 1,349 $525K
One Wealth Map LLC 0.29% Add +10.4% 1,883 $521K
Drucker Wealth 3.0, LLC 0.10% Reduce -42.1% 1,498 $519K
Goelzer Investment Management, Inc. 0.03% Add +61.6% 1,332 $518K
Advisors Capital Management, LLC 0.01% Add +15.2% 1,331 $518K
Defined Wealth Management, LLC 0.32% Reduce -1.6% 1,331 $518K
Conning Inc. 0.02% Reduce -2.1% 1,327 $516K
Horizon Bancorp Inc. 0.26% Reduce -3.8% 1,326 $516K
Confluence Wealth Services, Inc. 0.03% No change 1,325 $515K
Atlas Private Wealth Advisors 0.07% Reduce -1.2% 1,316 $512K
Wealthspire Advisors, LLC 0.00% Add +118.5% 1,313 $511K
Avior Wealth Management, LLC 0.02% Reduce -0.1% 1,311 $510K
Jacobi Capital Management LLC 0.03% Add +23.2% 1,311 $510K
Salem Investment Counselors Inc. 0.02% No change 1,311 $510K
Finward Bancorp 0.40% No change 1,303 $507K
ICONIQ Capital, LLC 0.01% Add +2.4% 1,301 $506K
Catalyst Funds Management Pty Ltd 0.14% New 1,300 $506K
Dodge & Cox 0.00% Add +8.3% 1,300 $506K
Fielder Capital Group LLC 0.13% Reduce -13.5% 1,298 $505K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -50.2% 1,301 $504K
Lifeworks Advisors, LLC 0.08% Add +4.1% 1,295 $504K
Sompo Asset Management Co., Ltd. 0.09% Add +5.7% 1,290 $502K
Hurlow Wealth Management Group, Inc. 0.14% Add +0.1% 1,288 $501K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.14% Add +0.6% 1,281 $498K
Colonial River Investments, LLC 0.21% Reduce -0.8% 1,436 $497K
Everhart Financial Group, Inc. 0.06% Add +6.9% 1,273 $495K
Compass Wealth Management LLC 0.12% No change 1,268 $493K
SeaCrest Wealth Management, LLC 0.05% Reduce -48.8% 1,268 $493K
Leonard Rickey Investment Advisors P.L.L.C. 0.10% Add +6.9% 1,267 $493K
Moss Adams Wealth Advisors LLC 0.04% Add +49.1% 1,264 $492K
Oregon Pacific Wealth Management, LLC 0.47% Reduce -4.2% 1,264 $492K
Affinity Investment Advisors, LLC 0.37% Reduce -0.2% 1,261 $490K
Wesbanco Bank Inc. 0.01% Reduce -0.7% 1,261 $490K
Prudent Man Advisors, LLC 0.16% Add +0.1% 1,258 $489K
Strategic Financial Services, Inc. 0.03% No change 1,254 $488K
E Fund Management Co., Ltd. 0.02% Reduce -4.8% 1,250 $486K
Asahi Life Asset Management Co., LTD. 0.28% Reduce -4.2% 1,245 $484K
Patrick M Sweeney & Associates, Inc. 0.33% Add +2.2% 1,388 $483K
Evermay Wealth Management LLC 0.06% Reduce -4.5% 1,237 $481K
Net Worth Advisory Group 0.11% Reduce -0.2% 1,234 $480K
Colonial Trust Co / SC 0.07% Reduce -10.8% 1,229 $478K
Catalyst Financial Partners LLC 0.05% Add +19.3% 1,228 $478K
Ascentis Independent Advisors 0.09% Add +20.4% 1,226 $477K
Joel Isaacson & Co., LLC 0.02% No change 1,215 $473K
Beacon Financial Group 0.05% No change 1,212 $472K
Wedmont Private Capital 0.02% Reduce -8.2% 1,361 $472K
Ballentine Partners, LLC 0.01% Reduce -41.0% 1,211 $471K
Daymark Wealth Partners, LLC 0.02% Reduce -24.4% 1,203 $468K
Prime Capital Investment Advisors, LLC 0.01% Reduce -18.9% 1,203 $468K
Ransom Advisory, Ltd 0.22% No change 1,200 $467K
Highland Capital Management, LLC 0.03% No change 1,200 $467K
Inceptionr LLC 0.11% New 1,195 $465K
Sound View Wealth Advisors Group, LLC 0.03% Add +0.5% 1,194 $464K
Heritage Wealth Management, Inc. 0.15% Reduce -21.1% 1,191 $463K
Florida Trust Wealth Management Co 0.01% Reduce -5.3% 1,189 $462K
Meritage Portfolio Management 0.03% No change 1,186 $461K
Weinberger Asset Management, Inc 0.18% Add +1.6% 1,183 $460K
CX Institutional 0.02% Reduce -20.4% 1,183 $460K
Florida Financial Advisors, LLC 0.11% Add +60.0% 1,190 $459K
Moneta Group Investment Advisors LLC 0.01% Add +8.5% 1,171 $456K
Quent Capital, LLC 0.04% Reduce -8.5% 1,171 $455K
AdvisorShares Investments LLC 0.08% Add +16.8% 1,168 $454K
Gsa Capital Partners LLP 0.03% New 1,164 $453K
Monarch Capital Management Inc. 0.12% No change 1,153 $448K
Vega Investment Solutions 0.11% Reduce -6.3% 1,150 $447K
Venture Visionary Partners LLC 0.02% Add +79.9% 1,146 $446K
Aspen Investment Management Inc 0.19% Add +9.1% 1,143 $445K
Freestone Capital Holdings, LLC 0.02% New 1,143 $445K
Gryphon Financial Partners LLC 0.06% Add +2.1% 1,141 $444K
Oxford Financial Group, LTD. LLC 0.03% Reduce -0.2% 1,136 $442K
Douglass Winthrop Advisors, LLC 0.01% Reduce -23.1% 1,125 $438K
Cardiff Park Advisors, LLC 0.04% No change 1,118 $435K
Hengehold Capital Management LLC 0.04% Add +0.1% 1,110 $432K
Archford Capital Strategies, LLC 0.06% Reduce -22.0% 1,109 $431K
Longfellow Investment Management Co. LLC 0.11% Add +15728.6% 1,108 $431K
Sara-Bay Financial 0.15% No change 1,102 $429K
Schonfeld Strategic Advisors LLC 0.00% Reduce -49.9% 1,102 $429K
Evergreen Capital Management LLC 0.01% Reduce -9.6% 1,101 $428K
J. W. Coons Advisors, LLC 0.10% No change 1,096 $426K
Fidelis Capital Partners, LLC 0.04% Reduce -8.9% 1,541 $426K
Composition Wealth, LLC 0.01% Reduce -16.5% 1,090 $424K
Crestwood Advisors Group, LLC 0.01% Add +3.6% 1,090 $424K
Aaron Wealth Advisors LLC 0.04% Add +66.5% 1,087 $423K
Ashton Thomas Securities, LLC 0.10% New 1,074 $418K
Alta Advisers Ltd 0.15% No change 1,071 $417K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -8.3% 1,066 $415K
Centric Wealth Management 0.10% No change 1,403 $412K
Solidarity Wealth, LLC 0.10% Reduce -1.2% 1,055 $410K
Wealth Management Associates, Inc. 0.16% No change 1,053 $410K
Impact Capital Partners LLC 0.13% Add +8.9% 1,048 $408K
Integrated Investment Consultants, LLC 0.08% Reduce -0.6% 1,042 $405K
Regatta Capital Group, LLC 0.07% Add +3.0% 1,041 $405K
Kelly Financial Group LLC 0.12% No change 1,040 $405K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -9.4% 1,040 $405K
Romano Brothers and Company 0.05% Reduce -51.0% 1,036 $403K
Natural Investments, LLC 0.10% Reduce -21.4% 1,030 $400K
Dahring | Cusmano LLC 0.31% Add +0.1% 1,025 $399K
Bell Investment Advisors, Inc 0.07% Add +2.9% 1,019 $396K
Aspire Private Capital, LLC 0.09% Add +56.9% 1,017 $395K
ICW Investment Advisors LLC 0.16% Reduce -0.1% 1,015 $395K
Ameritas Advisory Services, LLC 0.02% Reduce -50.4% 1,014 $394K
Creekmur Asset Management LLC 0.07% Add +3.7% 1,004 $391K
Adams Wealth Management 0.07% No change 1,001 $389K
CacheTech Inc. 0.07% No change 1,001 $389K
LM Advisors LLC 0.05% Reduce -0.5% 1,000 $389K
Kuhn & Co Investment Counsel 0.29% No change 1,000 $389K
Blossom Wealth Management 0.69% Add +84.3% 999 $389K
Mesirow Financial Investment Management, Inc. 0.01% Add +29.3% 989 $385K
First Western Trust Bank 0.02% Reduce -3.2% 988 $384K
Resonant Capital Advisors, LLC 0.02% Add +75.5% 983 $382K
Everett Harris & Co. 0.00% No change 982 $382K
Abacus Planning Group, Inc. 0.06% Add +14.6% 979 $381K
Farmers Trust Co. 0.07% No change 975 $379K
First Financial Corp. 0.17% No change 971 $378K
Independence Bank of Kentucky 0.05% Add +2.6% 971 $378K
Octavia Wealth Advisors, LLC 0.04% Reduce -7.7% 969 $377K
First Financial Bank - Trust Division 0.03% Reduce -5.0% 962 $374K
Accredited Investors Inc. 0.02% Reduce -16.1% 953 $371K
Systematic Alpha Investments, LLC 0.01% No change 947 $368K
Wealthquest Corp 0.03% Reduce -1.1% 935 $364K
Occudo Quantitative Strategies LP 0.04% New 934 $363K
Brass Tax Wealth Management, Inc. 0.07% Reduce -0.4% 933 $363K
Cypress Wealth Services, LLC 0.06% Reduce -3.9% 931 $362K
Bank Pictet & Cie (Europe) AG 0.01% Add +48.6% 929 $361K
Capital Investment Advisory Services, LLC 0.03% Reduce -6.7% 928 $361K
GTS Securities LLC 0.02% Reduce -53.4% 926 $360K
Beck Mack & Oliver LLC 0.01% Add +18.1% 926 $360K
Farmers & Merchants Trust Co of Chambersburg PA 0.11% Reduce -8.4% 923 $359K
Ritter Daniher Financial Advisory LLC / DE 0.09% No change 922 $359K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +23.0% 920 $358K
Campion Asset Management 0.27% Reduce -2.1% 915 $356K
Wealth Advisory Solutions, LLC 0.09% No change 907 $353K
Samalin Investment Counsel, LLC 0.14% Reduce -4.1% 905 $352K
Palisades Hudson Asset Management, L.P. 0.14% Reduce -7.3% 906 $352K
Disciplined Investors, L.L.C. 0.27% Reduce -0.1% 904 $352K
Basepoint Wealth LLC 0.27% Reduce -1.4% 902 $351K
Horan Securities, Inc. 0.12% No change 901 $350K
First Horizon Advisors, Inc. 0.01% Add +7.0% 900 $350K
LSV Asset Management 0.00% Reduce -4.3% 900 $350K
Stableford Capital II LLC 0.13% Reduce -71.7% 1,205 $348K
Syverson Strege & Co 0.08% New 893 $347K
First Foundation Advisors 0.01% Reduce -15.1% 893 $347K
Latitude Advisors, LLC 0.17% Reduce -0.5% 891 $346K
Western Wealth Management, LLC 0.02% Reduce -2.9% 891 $346K
Simplex Trading, LLC 0.01% Reduce -50.5% 891 $346K
Baader Bank Aktiengesellschaft 0.03% New 893 $345K
Victrix Investment Advisors 0.15% New 887 $345K
Forefront Wealth Partners, LLC 0.24% Add +24.7% 929 $343K
Naples Global Advisors, LLC 0.03% Reduce -6.4% 881 $343K
Alpha Omega Wealth Management LLC 0.06% Reduce -5.7% 880 $342K
Elser Financial Planning, Inc 0.43% Reduce -0.5% 878 $342K
Grey Ledge Advisors, LLC 0.08% Reduce -0.3% 877 $341K
Transcend Capital Advisors, LLC 0.03% Add +6.6% 876 $341K
Retirement Planning Group, LLC / NY 0.30% Add +0.5% 874 $340K
Insigneo Advisory Services, LLC 0.03% Add +1.3% 872 $339K
Circle Wealth Management, LLC 0.01% Reduce -0.1% 870 $338K
KFG Wealth Management, LLC 0.05% Reduce -9.7% 869 $338K
Atlatl Advisers LLC 0.16% Add +17.8% 869 $338K
Hilltop Partners LLC 0.10% Add +4.8% 869 $338K
SCS Capital Management LLC 0.00% Add +8.2% 863 $336K
J Hagan Capital, Inc. 0.23% Reduce -4.3% 1,213 $335K
First Bank & Trust 0.06% Add +11.3% 860 $335K
PBMares Wealth Management LLC 0.06% Add +12.6% 858 $334K
Cynosure Group, LLC 0.04% No change 856 $333K
Zacks Investment Management 0.00% Add +27.3% 849 $330K
BSW Wealth Partners 0.05% Reduce -11.1% 848 $330K
Sage Investment Counsel LLC 0.38% Add +6.9% 847 $329K
Client 1ST Advisory Group, LLC 0.12% No change 846 $329K
Malaga Cove Capital, LLC 0.13% New 844 $328K
Private Wealth Asset Management, LLC 0.04% Reduce -0.2% 842 $328K
Eads & Heald Wealth Management 0.16% New 841 $327K
Signet Financial Management, LLC 0.04% Add +2.6% 840 $327K
HUB Investment Partners, LLC 0.01% Reduce -6.4% 834 $324K
Foster & Motley Inc. 0.02% Reduce -2.6% 834 $324K
Schnieders Capital Management LLC 0.06% Reduce -0.9% 830 $323K
Claro Advisors Inc. 0.05% Reduce -43.3% 828 $322K
LongView Wealth Management 0.10% Add +0.4% 827 $322K
Beese Fulmer Investment Management, Inc. 0.02% New 825 $321K
Atlas Wealth LLC 0.16% No change 810 $321K
Summit X, LLC 0.06% Add +3.3% 817 $318K
Manchester Capital Management LLC 0.04% No change 816 $317K
Continuum Advisory, LLC 0.04% Reduce -11.2% 815 $317K
Truepoint, Inc. 0.01% Add +0.6% 815 $317K
Fulton Breakefield Broenniman LLC 0.02% Add +2.3% 814 $317K
Savvy Advisors, Inc. 0.02% New 810 $315K
Nomura Holdings Inc. 0.00% Reduce -84.1% 805 $313K
Cary Street Partners Investment Advisory LLC 0.15% Add +22.3% 802 $312K
Childress Capital Advisors, LLC 0.08% Add +2.7% 797 $310K
Virtue Capital Management, LLC 0.06% Reduce -25.8% 795 $309K
Ascent Wealth Partners, LLC 0.04% Reduce -25.2% 793 $308K
AA Financial Advisors, LLC 0.07% No change 792 $308K
Alliance Wealth Advisors, LLC 0.17% Add +2.6% 789 $307K
Dakota Wealth Management 0.01% Add +32.1% 781 $304K
Choate Investment Advisors 0.01% Add +1.8% 778 $303K
Capital Investment Advisors, LLC 0.01% Reduce -5.6% 776 $302K
Pettinga Financial Advisors LLC 0.07% Add +0.1% 775 $301K
Dover Advisors, LLC 0.13% Reduce -0.3% 773 $301K
IFP Advisors, Inc 0.01% Add +6.8% 704 $300K
Financial Advisors Network, Inc. 0.05% No change 770 $299K
AlphaCore Capital LLC 0.01% Add +29.3% 768 $299K
Altfest L J & Co. Inc. 0.04% Reduce -1.2% 767 $298K
Rockland Trust Co. 0.01% Reduce -12.1% 767 $298K
True North Advisors, LLC 0.06% Reduce -79.4% 765 $298K
Keynote Financial Services LLC 0.20% Reduce -2.5% 765 $298K
Creative Financial Designs Inc. 0.02% Reduce -3.5% 764 $297K
Cromwell Holdings LLC 0.18% Add +21.5% 762 $296K
Hartford Funds Management Co LLC 0.03% Reduce -8.3% 756 $295K
Compound Planning, Inc. 0.01% Reduce -35.8% 756 $294K
Dean Investment Associates, LLC 0.04% Add +19.8% 756 $294K
Lountzis Asset Management, LLC 0.10% No change 755 $294K
Providence First Trust Co 0.10% No change 753 $293K
FSM Wealth Advisors, LLC 0.05% Add +20.8% 842 $292K
PKS Advisory Services, LLC 0.07% Reduce -16.6% 772 $292K
Credit Capital Investments LLC 0.41% New 750 $292K
Legacy Capital Group California, Inc. 0.08% Reduce -0.4% 749 $291K
Premier Path Wealth Partners, LLC 0.04% Reduce -14.6% 748 $291K
Forte Capital LLC 0.03% Add +8.8% 745 $290K
Moors & Cabot, Inc. 0.01% Add +7.0% 745 $290K
Medallion Wealth Advisors, LLC 0.11% Add +17.5% 733 $289K
Clark Capital Management Group, Inc. 0.00% Add +1.9% 741 $288K
Herold Advisors, Inc. 0.06% No change 740 $288K
Lakeridge Wealth Management LLC 0.13% Add +0.8% 735 $286K
Certuity, LLC 0.03% Add +4.0% 735 $286K
East Coast Asset Management, LLC. 0.09% Reduce -1.2% 730 $284K
IHT Wealth Management, LLC 0.01% Add +1.4% 729 $284K
Crawford Investment Counsel Inc. 0.01% New 729 $284K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -4.0% 724 $282K
Veltria Advisors Corp. 0.19% Add +37.8% 722 $281K
First County Bank 0.15% Reduce -8.5% 720 $280K
Waddell & Associates, LLC 0.03% Reduce -8.9% 719 $280K
Larson Financial Group LLC 0.01% Add +22.8% 717 $279K
Waterloo Capital, L.P. 0.02% Reduce -24.6% 717 $279K
Proficio Capital Partners LLC 0.02% Add +3.0% 716 $279K
BNP Paribas 0.01% Add +134.8% 716 $278K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.3% 714 $278K
Leonteq Securities AG 0.02% Add +4.5% 713 $277K
HBK Sorce Advisory LLC 0.01% Add +2.5% 712 $277K
Advyzon Investment Management, LLC 0.06% Add +12.5% 710 $276K
Key Financial Inc 0.06% Reduce -0.7% 709 $276K
Kestra Investment Management, LLC 0.01% Add +20.8% 709 $276K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -47.3% 706 $275K
SevenBridge Financial Group, LLC 0.05% Reduce -13.2% 938 $274K
Strategic Advisors LLC 0.05% Reduce -5.9% 705 $274K
SwitchPoint Financial Planning, LLC 0.22% Add +1.3% 704 $274K
Parkside Financial Bank & Trust 0.03% Add +57.0% 702 $273K
Sentry Investment Management LLC 0.15% No change 780 $273K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.14% Add +16.7% 700 $272K
Capital Management Corp. 0.05% No change 700 $272K
Meyer Handelman Co. 0.01% No change 700 $272K
Astoria Portfolio Advisors LLC. 0.08% Add +5.2% 969 $272K
RVW Wealth, LLC 0.02% No change 695 $270K
Avidian Wealth Enterprises, LLC 0.01% Add +16.5% 693 $270K
Riverbend Wealth Management, LLC 0.20% Add +49.6% 691 $269K
Aldebaran Financial Inc. 0.29% Add +0.1% 685 $266K
Whalerock Point Partners, LLC 0.06% No change 682 $265K
Rik Saylor Financial, Inc. 0.20% Add +11.5% 680 $264K
Seeds Investor LLC 0.06% Reduce -28.4% 680 $264K
Jacobsen Capital Management 0.10% New 678 $264K
Park National Corp. 0.01% No change 678 $264K
Pathway Financial Advisers, LLC 0.09% No change 677 $263K
SJS Investment Consulting Inc. 0.04% Reduce -5.7% 677 $263K
Harbor Group, Inc. 0.05% Reduce -14.9% 674 $262K
Revisor Wealth Management LLC 0.09% New 755 $261K
First National Trust Co 0.01% Reduce -5.2% 670 $261K
Chicago Partners Investment Group LLC 0.01% Add +39.6% 878 $260K
Gladstone Institutional Advisory LLC 0.01% Add +15.7% 669 $260K
Clear Creek Financial Management, LLC 0.02% Reduce -49.7% 668 $260K
MUFG Securities EMEA plc 0.01% New 668 $260K
McLean Asset Management Corp 0.07% Reduce -48.6% 740 $259K
3Chopt Investment Partners, LLC 0.06% Reduce -9.2% 665 $259K
Maripau Wealth Management LLC 0.13% Add +21.3% 662 $258K
Jefferies Financial Group Inc. 0.00% Reduce -87.5% 658 $256K
Symphony Financial, Ltd. Co. 0.03% New 2,631 $256K
AdvisorNet Financial, Inc 0.02% Reduce -0.1% 655 $255K
Seneca House Advisors 0.11% Reduce -28.8% 654 $254K
Godshalk Welsh Capital Management, Inc. 0.16% No change 650 $253K
Cherokee Insurance Co 0.11% No change 650 $253K
HFG Advisors, Inc. 0.20% Add +0.3% 649 $253K
MBM Wealth Consultants, LLC 0.07% No change 649 $252K
Perennial Investment Advisors, LLC 0.02% Add +37.9% 644 $251K
DT Investment Partners, LLC 0.02% No change 644 $250K
Addison Advisors LLC 0.06% Reduce -3.5% 643 $250K
Kellett Wealth Advisors, LLC 0.16% No change 643 $250K
Belpointe Asset Management LLC 0.01% Reduce -8.7% 640 $249K
Ridgecrest Wealth Partners, LLC 0.13% No change 640 $249K
Marotta Asset Management 0.05% Reduce -0.2% 639 $249K
Petrus Trust Company, LTA 0.03% Reduce -35.1% 639 $249K
Shoker Investment Counsel, Inc. 0.08% No change 638 $248K
Vantage Financial Partners, LLC 0.06% Add +0.5% 636 $247K
Trivium Point Advisory, LLC 0.03% Add +12.9% 629 $245K
Accurate Wealth Management, LLC 0.04% Add +4.9% 707 $245K
Addison Capital Co 0.08% No change 628 $244K
Cozad Asset Management Inc. 0.02% Reduce -7.1% 627 $244K
Washington Capital Management, Inc. 0.18% No change 625 $243K
Fire Capital Management LLC 0.15% No change 625 $243K
Fort Point Capital Partners LLC 0.02% Reduce -15.7% 624 $243K
Prestige Wealth Management Group LLC 0.05% Add +6.7% 622 $242K
Bradley Foster & Sargent Inc. 0.00% Add +16.3% 622 $242K
Obsidian Cio, LLC 0.04% New 621 $242K
CVA Family Office, LLC 0.03% Add +10.5% 621 $242K
Pines Wealth Management, LLC 0.09% Add +29.5% 694 $241K
Indiana Trust & Investment Management Co 0.08% No change 619 $241K
Kovack Advisors, Inc. 0.02% Reduce -0.6% 618 $240K
First Bancorp, Inc 0.14% No change 618 $240K
Polymer Capital Management (US) LLC 0.04% New 618 $240K
Equitable Holdings, Inc. 0.00% New 618 $240K
Evoke Wealth, LLC 0.01% Reduce -20.9% 618 $240K
Transamerica Financial Advisors, LLC 0.02% Add +43.9% 616 $239K
Alpha Family Trust 0.12% New 615 $239K
CYBER HORNET ETFs LLC 0.17% Reduce -0.5% 610 $237K
Trust Investment Advisors 0.14% No change 609 $237K
Elyxium Wealth, LLC 0.09% New 609 $237K
Flagship Harbor Advisors, LLC 0.01% Reduce -15.0% 606 $236K
Concord Asset Management, LLC 0.04% New 604 $235K
Concord Wealth Partners 0.03% Add +49.1% 604 $235K
CPC Advisors, LLC 0.03% New 604 $235K
Zions Bancorporation, National Association 0.01% Add +100.7% 604 $235K
Parsonex Advisory Services, Inc. 0.20% — 603 $235K
Court Place Advisors, LLC 0.07% Reduce -2.6% 601 $234K
Pallas Capital Advisors LLC 0.01% Reduce -83.3% 600 $234K
Curat Global, LLC 0.22% No change 600 $233K
Pecaut & Co. 0.08% No change 600 $233K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% No change 600 $233K
MBB Public Markets I LLC 0.03% Reduce -18.5% 600 $233K
Arete Wealth Advisors, LLC 0.02% Reduce -48.5% 598 $233K
Diametric Capital, LP 0.12% New 598 $233K
Evercore Wealth Management, LLC 0.00% No change 596 $232K
Apollon Financial, LLC 0.05% Add +0.2% 591 $230K
U.S. Capital Wealth Advisors, LLC 0.01% Add +11.3% 589 $229K
Capital Analysts, LLC 0.01% Add +0.2% 578 $225K
Royal Fund Management, LLC 0.02% New 578 $225K
Convergence Investment Partners, LLC 0.06% Reduce -2.0% 575 $224K
Old Mission Investment Co LLC 0.06% No change 575 $224K
Sawgrass Asset Management LLC 0.03% Reduce -0.3% 574 $223K
Formidable Asset Management, LLC 0.04% No change 510 $222K
CWA Asset Management Group, LLC 0.01% Reduce -17.1% 570 $222K
Prosperity Consulting Group, LLC 0.02% Add +10.7% 569 $221K
Optas, LLC 0.04% Reduce -7.8% 568 $221K
Advisory Alpha, LLC 0.01% Reduce -33.2% 564 $220K
McElhenny Sheffield Capital Management, LLC 0.06% Reduce -0.5% 560 $218K
Deseret Mutual Benefit Administrators 0.10% No change 559 $217K
Rise Advisors, LLC 0.09% Add +1.8% 558 $217K
American Trust 0.02% Reduce -11.0% 558 $217K
Brown Brothers Harriman & Co. 0.00% Add +96.5% 556 $216K
FAS Wealth Partners, Inc. 0.02% New 555 $216K
Consolidated Portfolio Review Corp 0.03% No change 553 $215K
Verity Asset Management, Inc. 0.10% No change 553 $215K
Independent Financial Group, LLC 0.01% Add +6.3% 553 $215K
Ignite Planners, LLC 0.04% Reduce -0.5% 775 $215K
KLCM Advisors, Inc. 0.02% No change 551 $214K
Quantum Financial Advisors, LLC 0.03% No change 551 $214K
eCIO, Inc. 0.09% Reduce -0.7% 550 $214K
Alteri Wealth LLC 0.08% New 543 $211K
Summit Place Financial Advisors, LLC 0.11% No change 542 $211K
Balentine LLC 0.01% No change 542 $211K
New England Capital Financial Advisors LLC 0.10% Add +0.4% 541 $210K
Howard Bailey Securities, LLC 0.06% Reduce -27.9% 540 $210K
Pine Valley Investments Ltd Liability Co 0.01% Add +8.3% 538 $209K
LJI Wealth Management, LLC 0.04% Reduce -3.4% 538 $209K
Rothschild Wealth LLC 0.05% Reduce -3.9% 537 $209K
Brooklyn FI, LLC 0.05% New 535 $208K
Maxele Advisors, LLC 0.18% No change 535 $208K
Bridgewater Advisors Inc. 0.02% Add +25.9% 720 $208K
Allstate Corp. 0.01% Reduce -93.1% 532 $207K
Townsquare Capital LLC 0.02% Reduce -92.6% 532 $207K
E&G Advisors, LLC 0.05% No change 530 $206K
Crew Capital Management, Ltd 0.15% Reduce -8.5% 529 $206K
Kelly Financial Services LLC 0.06% Reduce -5.0% 529 $206K
Tobam 0.08% Add +417.6% 528 $205K
Thoroughbred Financial Services, LLC 0.01% Reduce -81.1% 529 $205K
HM Payson & Co. 0.00% Reduce -16.0% 526 $205K
Platform Technology Partners 0.05% No change 526 $205K
Hibernia Wealth Partners, LLC 0.07% New 526 $204K
Stonegate Investment Group, LLC 0.01% Add +13.6% 525 $204K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -7.8% 522 $203K
Harbour Capital Advisors, LLC 0.04% No change 575 $201K
Bahl & Gaynor LLC 0.00% New 517 $201K
Aprio Wealth Management, LLC 0.02% New 517 $201K
Demars Financial Group, LLC 0.08% Add +8.6% 516 $201K
City Holding Co. 0.03% Reduce -28.0% 515 $200K
North Star Investment Management Corp. 0.01% No change 511 $199K
Briaud Financial Planning Inc 0.08% No change 501 $194K
Covestor Ltd 0.11% Reduce -24.8% 488 $190K
Icon Wealth Advisors, LLC 0.01% Reduce -36.0% 485 $189K
CoreCap Advisors, LLC 0.01% Add +35.5% 466 $181K
Roxbury Financial LLC 0.17% Reduce -3.7% 445 $173K
Traub Capital Management LLC 0.16% — 440 $171K
Smithfield Trust Co 0.01% No change 425 $167K
Arlington Trust Co LLC 0.03% Reduce -31.8% 390 $152K
Chung Wu Investment Group, LLC 0.15% New 380 $148K
Hartford Financial Management Inc. 0.04% No change 380 $148K
Archer Investment Corp 0.04% Reduce -6.2% 378 $147K
Center for Financial Planning, Inc. 0.02% No change 375 $146K
Delta Asset Management LLC 0.01% No change 370 $144K
International Assets Investment Management, LLC 0.01% New 100,109 $144K
Opal Wealth Advisors, LLC 0.04% Add +579.3% 360 $140K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -0.3% 360 $140K
Avalon Trust Co 0.01% No change 350 $136K
Versant Capital Management, Inc 0.02% Add +179.2% 349 $136K
Harbor Investment Advisory, LLC 0.01% Reduce -2.6% 340 $132K
Valley National Advisers Inc. 0.02% Reduce -2.9% 341 $132K
Rothschild Investment LLC 0.01% Reduce -54.5% 335 $130K
Bruce G. Allen Investments, LLC 0.10% Reduce -3.2% 333 $130K
State of Wyoming 0.02% New 327 $127K
Kozak & Associates, Inc. 0.03% Add +0.3% 359 $124K
SBI Securities Co., Ltd. 0.00% Reduce -87.4% 319 $124K
Stuart Chaussee & Associates, Inc. 0.03% No change 317 $123K
Washington Trust Advisors, Inc. 0.01% Reduce -4.6% 312 $121K
Fortitude Family Office, LLC 0.04% Add +2.3% 309 $120K
Livelsberger Financial Advisory 2.27% New 301 $117K
Crowley Wealth Management, Inc. 0.11% No change 300 $117K
Mechanics Financial Corp 0.05% No change 300 $117K
Belmont Capital, LLC 0.02% No change 300 $117K
MV Capital Management, Inc. 0.01% Reduce -3.0% 291 $113K
Spire Wealth Management 0.00% Reduce -37.5% 289 $112K
Investors Research Corp 0.02% No change 282 $110K
Caldwell Trust Co 0.01% No change 280 $109K
Raleigh Capital Management Inc. 0.05% Add +24.7% 278 $108K
Hantz Financial Services, Inc. 0.00% Add +116.4% 277 $108K
Harbor Asset Planning, Inc. 0.10% — 276 $107K
Colonial Trust Advisors 0.01% No change 269 $105K
Clearstead Trust, LLC 0.02% Add +52.9% 263 $102K
MCF Advisors LLC 0.01% Reduce -2.6% 259 $101K
Silvant Capital Management LLC 0.00% No change 257 $100K
Trust Co 0.01% No change 252 $98K
Monetary Management Group Inc. 0.02% Reduce -37.5% 250 $97K
West Oak Capital, LLC 0.05% No change 250 $97K
Capula Management Ltd 0.00% Reduce -23.1% 249 $97K
Oakworth Capital, Inc. 0.01% Reduce -27.5% 245 $95K
Main Street Group, LTD 0.03% No change 242 $94K
HFM Investment Advisors, LLC 0.04% Add +1.7% 242 $94K
2UniFi Bank 0.05% No change 241 $94K
Atticus Wealth Management, LLC 0.03% No change 240 $94K
Ancora Advisors LLC 0.00% Add +11.8% 237 $92K
Evolution Advisers, Inc. 0.04% No change 236 $91K
Montag A & Associates Inc. 0.00% Add +5.0% 233 $91K
First Command Advisory Services, Inc. 0.00% Add +23.9% 223 $87K
Cohen & Steers, Inc. 0.00% No change 220 $86K
JFS Wealth Advisors, LLC 0.01% Add +1.9% 216 $84K
Hemington Wealth Management 0.01% Reduce -6.1% 216 $84K
GW&K Investment Management, LLC 0.00% Add +16.0% 217 $84K
Capital Advisors, Ltd. LLC 0.01% Reduce -6.4% 206 $80K
Ofi Invest Asset Management 0.00% Add +21.8% 235 $78K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +14.7% 195 $76K
Golden State Wealth Management, LLC 0.01% Reduce -2.0% 193 $75K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -6.5% 186 $72K
Caitong International Asset Management Co., Ltd 0.05% New 180 $70K
Valley Wealth Managers, Inc. 0.00% Reduce -99.6% 175 $68K
Hanson & Doremus Investment Management 0.01% No change 176 $68K
Trust Co. of Vermont 0.00% Add +5.5% 172 $67K
American National Bank & Trust 0.01% No change 170 $66K
Truvestments Capital LLC 0.01% No change 168 $65K
Stephens Consulting, LLC 0.02% Add +2.4% 168 $65K
Compound Global Advisors, LLC 5.82% Reduce -83.3% 164 $64K
City State Bank 0.02% No change 160 $62K
VSM Wealth Advisory, LLC 0.02% New 156 $61K
Park Place Capital Corp 0.01% Reduce -17.6% 150 $59K
Summit Securities Group LLC 0.02% New 152 $59K
Duncker Streett & Co. Inc. 0.01% No change 150 $58K
Coston, McIsaac & Partners 0.01% No change 150 $58K
Lanark Financial, Inc. 0.00% Reduce -27.5% 150 $58K
DiNuzzo Private Wealth, Inc. 0.01% No change 147 $57K
Centricity Wealth Management, LLC 0.04% No change 140 $54K
Financial Perspectives, Inc 0.02% No change 135 $53K
Pinnacle Bancorp, Inc. 0.02% Add +24.5% 127 $49K
Salomon & Ludwin, LLC 0.00% Reduce -0.7% 134 $47K
WealthCollab, LLC 0.03% Reduce -9.3% 117 $46K
Investment Management Corp. /Va/ 0.04% Reduce -50.0% 113 $44K
AllSquare Wealth Management LLC 0.02% No change 110 $43K
Trust Co. of Toledo NA 0.00% New 110 $43K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 109 $42K
IAG Wealth Partners, LLC 0.01% No change 104 $40K
Lavaca Capital LLC 0.02% No change 100 $39K
Glass Jacobson Investment Advisors llc 0.01% Add +400.0% 100 $39K
Arcadia Investment Management Corp. 0.01% No change 100 $39K
Bogart Wealth, LLC 0.00% Reduce -3.9% 98 $38K
NewSquare Capital LLC 0.00% Reduce -8.7% 94 $37K
Crews Bank & Trust 0.01% No change 93 $36K
Core Alternative Capital 0.01% No change 91 $35K
CBIZ Investment Advisory Services, LLC 0.00% Add +542.9% 90 $35K
WealthTrak Capital Management LLC 0.03% No change 84 $33K
North Capital, Inc. 0.03% No change 83 $32K
BOK Financial Private Wealth, Inc. 0.00% New 82 $32K
Hopwood Financial Services, Inc. 0.02% Reduce -22.6% 79 $31K
Abound Wealth Management 0.01% Reduce -8.3% 77 $30K
Vermillion & White Wealth Management Group, LLC 0.02% Add +94.9% 76 $30K
General Partner, Inc. 0.02% No change 75 $29K
Optimum Investment Advisors 0.01% Reduce -70.4% 75 $29K
Mascoma Wealth Management LLC 0.01% No change 75 $29K
Scarborough Advisors, LLC 0.01% New 75 $29K
Farmers & Merchants Investments Inc. 0.00% No change 75 $29K
Promus Capital, LLC 0.02% Reduce -55.5% 73 $28K
WPG Advisers, LLC 0.02% Add +7.5% 72 $28K
Flagship Wealth Advisors, LLC 0.01% No change 70 $27K
Bank of New Hampshire 0.01% No change 70 $27K
Piscataqua Savings Bank 0.02% No change 69 $27K
Private Wealth Management Group, LLC 0.01% Add +7.9% 68 $26K
Longview Financial Advisors LLC 0.02% No change 66 $26K
Godsey & Gibb, Inc. 0.00% No change 66 $26K
Financial Management Professionals, Inc. 0.00% Reduce -16.9% 64 $25K
Princeton Global Asset Management LLC 0.00% Add +510.0% 61 $24K
Richardson Financial Services Inc. 0.02% Add +300.0% 60 $24K
Alerus Financial NA 0.00% New 61 $24K
TD Capital Management LLC 0.00% No change 60 $23K
Affinity Wealth LLC 0.02% No change 60 $23K
Accredited Wealth Management, LLC 0.02% New 57 $22K
Fourth Dimension Wealth, LLC 0.01% No change 57 $22K
Boyd Watterson Asset Management LLC 0.01% No change 56 $22K
Plante Moran Financial Advisors, LLC 0.00% Add +3.7% 56 $22K
Foster Dykema Cabot & Partners, LLC 0.00% No change 56 $22K
ORG Partners LLC 0.00% New 55 $22K
Albion Financial Group 0.00% No change 52 $20K
Activest Wealth Management 0.00% Add +155.0% 51 $20K
Meeder Asset Management Inc. 0.00% Reduce -99.4% 51 $20K
Vermillion Wealth Management, Inc. 0.01% Add +2.0% 51 $20K
Bank & Trust Co 0.02% No change 50 $19K
Howard Hughes Medical Institute 0.01% New 50 $19K
Bfsg, LLC 0.00% No change 50 $19K
Field & Main Bank 0.01% No change 50 $19K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 49 $19K
Fairscale Capital, LLC 0.01% Add +828.6% 65 $18K
Citizens National Bank Trust Department 0.00% No change 45 $18K
Beaird Harris Wealth Management, LLC 0.00% Add +10.0% 44 $17K
Avion Wealth 0.00% Add +120.0% 44 $17K
Raffa Wealth Management, LLC 0.00% No change 43 $17K
Kentucky Trust Co 0.01% No change 40 $16K
Rossby Financial, LCC 0.01% New 40 $16K
DHJJ Financial Advisors, Ltd. 0.01% No change 39 $15K
SIMA Wealth Partners, LLC 0.01% No change 36 $14K
Rialto Wealth Management, LLC 0.00% Add +16.1% 36 $14K
Harbor Capital Advisors, Inc. 0.00% Add +29.6% 35 $14K
Islay Capital Management, LLC 0.01% No change 35 $14K
Mid-American Wealth Advisory Group, Inc. 0.01% New 35 $14K
High Note Wealth, LLC 0.00% Add +6.1% 35 $14K
MTM Investment Management, LLC 0.00% New 32 $12K
Tortoise Investment Management, LLC 0.00% Add +14.3% 32 $12K
Gleason Group, Inc. 0.00% No change 31 $12K
Proffitt & Goodson Inc. 0.00% No change 31 $12K
HHM Wealth Advisors, LLC 0.00% No change 31 $12K
GFG Capital, LLC 0.00% New 31 $12K
Twin Peaks Wealth Advisors, LLC 0.00% New 41 $12K
Aspect Partners, LLC 0.01% No change 30 $12K
Nemes Rush Group LLC 0.00% No change 29 $11K
Tompkins Financial Corp. 0.00% Reduce -63.3% 29 $11K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -6.9% 27 $11K
Sunbelt Securities, Inc. 0.00% New 29 $11K
Northwest Capital Management Inc 0.01% No change 26 $10K
Sachetta, LLC 0.00% Reduce -16.1% 26 $10K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.00% Reduce -50.0% 25 $10K
Whipplewood Advisors, LLC 0.01% Add +118.2% 24 $9K
Riggs Asset Managment Co. Inc. 0.00% Add +360.0% 23 $9K
Orion Capital Management LLC 0.00% No change 23 $9K
True Wealth Design, LLC 0.00% Reduce -4.3% 22 $9K
Crewe Advisors LLC 0.00% Reduce -12.0% 22 $9K
CNB Bank 0.00% No change 22 $9K
First United Bank & Trust 0.00% No change 22 $9K
Kilter Group LLC 0.00% New 21 $8K
Redwood Park Advisors LLC 0.01% No change 20 $8K
Compass Planning Associates Inc 0.01% No change 19 $7K
Physician Wealth Advisors, Inc. 0.00% Reduce -13.6% 19 $7K
Essential Partners LLC 0.00% — 19 $7K
Bare Financial Services, Inc 0.00% Add +1800.0% 19 $7K
Lummis Asset Management, LP 0.00% No change 18 $7K
Aventura Private Wealth, LLC 0.00% No change 18 $7K
Penserra Capital Management LLC 0.00% Reduce -98.4% 18 $7K
Motco 0.00% Reduce -81.2% 23 $7K
Trifecta Capital Advisors, LLC 0.00% No change 16 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 16 $6K
Stone House Investment Management, LLC 0.00% No change 16 $6K
Cornerstone Planning Group LLC 0.00% Reduce -18.5% 22 $6K
Maseco LLP 0.00% — 15 $6K
Cherry Tree Wealth Management, LLC 0.00% Reduce -73.6% 14 $5K
Morton Brown Family Wealth, LLC 0.00% No change 14 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +75.0% 14 $5K
Headlands Technologies LLC 0.00% Reduce -99.5% 14 $5K
Hollencrest Capital Management 0.00% Reduce -96.2% 14 $5K
PFS Partners, LLC 0.00% New 13 $5K
Catherine Avery Investment Management LLC 0.00% No change 13 $5K
FSA Wealth Management LLC 0.00% No change 13 $5K
Fortis Group Advisors, LLC 0.00% No change 13 $5K
Hazlett, Burt & Watson, Inc. 0.00% Add +62.5% 13 $5K
Dunhill Financial, LLC 0.00% Reduce -45.5% 12 $5K
Clark Wealth Partners 0.00% No change 12 $5K
CoreFirst Bank & Trust 0.00% New 12 $5K
Pineridge Advisors LLC 0.00% Add +33.3% 12 $5K
Highline Wealth Partners LLC 0.00% Reduce -54.2% 11 $4K
Dogwood Wealth Management LLC 0.00% Add +200.0% 12 $4K
Wolff Wiese Magana LLC 0.00% Reduce -33.3% 10 $4K
Wealth Preservation Advisors, LLC 0.00% Add +25.0% 10 $4K
WestEnd Advisors, LLC 0.00% Add +11.1% 10 $4K
Principia Wealth Advisory, LLC 0.00% Add +28.6% 9 $4K
Binnacle Investments Inc 0.00% No change 9 $4K
Carolina Wealth Advisors, LLC 0.00% No change 9 $4K
South Plains Financial, Inc. 0.00% No change 9 $4K
Brown, Lisle/Cummings, Inc. 0.00% No change 8 $3K
TFC Financial Management, Inc. 0.00% No change 8 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 8 $3K
IMG Wealth Management, Inc. 0.00% New 8 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 7 $3K
Global Wealth Strategies & Associates 0.00% No change 7 $3K
Hoey Investments, Inc. 0.00% No change 7 $3K
Hughes Financial Services, LLC 0.00% Reduce -40.0% 9 $2K
New Millennium Group LLC 0.00% Reduce -33.3% 6 $2K
Nvwm, LLC 0.00% Reduce -40.0% 6 $2K
Country Trust Bank 0.00% No change 6 $2K
Frazier Financial Advisors, LLC 0.00% No change 5 $2K
Harvest Fund Management Co., Ltd 0.00% Reduce -99.7% 4 $2K
DecisionPoint Financial, LLC 0.00% New 5 $2K
Sierra Ocean, LLC 0.00% Reduce -87.5% 5 $2K
Raelipskie Partnership 0.00% No change 5 $2K
Quaker Wealth Management, LLC 0.00% — 5 $2K
JNBA Financial Advisors 0.00% No change 5 $2K
Evolution Wealth Management Inc. 0.00% — 4 $2K
Nova Wealth Management, Inc. 0.00% New 4 $2K
Valued Wealth Advisors LLC 0.00% Reduce -55.6% 4 $2K
PayPay Securities Corp 0.08% Add +33.3% 4 $2K
Financial Network Wealth Advisors LLC 0.00% No change 4 $2K
American Capital Advisory, LLC 0.00% Add +100.0% 4 $2K
Evelyn Partners Asset Management Ltd 0.00% No change 4 $2K
Bellwether Advisors, LLC 0.00% No change 4 $2K
Glen Eagle Advisors, LLC 0.00% Reduce -42.9% 4 $2K
Peterson Wealth Services 0.00% New 3 $1K
Parkworth Wealth Management, Inc. 0.00% No change 3 $1K
Picton Mahoney Asset Management 0.00% No change 2 $1K
SOA Wealth Advisors, LLC. 0.00% Reduce -71.4% 2 $818
Beacon Capital Management, LLC 0.00% No change 2 $790
Legacy Investment Solutions, LLC 0.00% — 2 $778
Legacy Wealth Managment, LLC 0.00% Reduce -90.0% 2 $778
S&T Bank 0.00% New 2 $778
Financial Gravity Companies, Inc. 0.00% — 2 $778
GPS Wealth Strategies Group, LLC 0.00% New 2 $778
Proathlete Wealth Management LLC 0.00% New 2 $777
LGT Financial Advisors LLC 0.00% New 1 $391
Signature Resources Capital Management, LLC 0.00% New 1 $389
Rakuten Securities, Inc. 0.00% Reduce -96.2% 1 $389
Chilton Capital Management LLC 0.00% New 1 $389

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