Elevance HealthELV

13F holders, Q3 2025 (September 30)
1,511holders −83
148new positions
225sold out
14famous investors
$323.01avg. 13F price*

At the end of Q3 2025, 1,511 institutions reported holding Elevance Health Inc. (ELV) in their 13F filings, down 83 from Q2 2025. 148 opened new positions and 225 sold out. The largest holders were Vanguard Group Inc. ($7.4B), BlackRock, Inc. ($6.6B) and State Street Corp. ($3.3B). 14 famous investors held it, including Glenn Greenberg (13.8% of Brave Warrior Advisors's portfolio), Seth Klarman (8.9% of Baupost Group's portfolio) and Leon Cooperman (3.4% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions148$785.9M
Exits225$1.2B

All 13F filers, Q2 2025 → Q3 2025: 16,666,981 shares bought and 23,135,535 shares sold, net −6,468,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,511 holders

Vanguard Group Inc. 0.11% Add +0.6% 22,998,645 $7.4B
BlackRock, Inc. 0.12% Add +0.6% 20,533,269 $6.6B
State Street Corp. 0.12% Reduce -2.1% 10,346,169 $3.3B
Wellington Management Group LLP 0.38% Add +4.8% 6,621,297 $2.1B
T. Rowe Price Associates Inc. 0.20% Reduce -27.8% 5,838,911 $1.9B
Sanders Capital, LLC 2.29% Reduce -1.0% 5,768,918 $1.9B
Geode Capital Management, LLC 0.11% Add +1.0% 5,143,904 $1.7B
Artisan Partners Limited Partnership 2.13% Add +24.5% 4,576,805 $1.5B
First Eagle Investment Management, LLC 2.35% Add +24.9% 3,998,603 $1.3B
Harris Associates (Oakmark Funds) 1.65% Add +39.4% 3,189,624 $1.0B
Capital International Investors 0.15% Reduce -54.5% 2,954,717 $954.6M
Morgan Stanley 0.05% Reduce -11.7% 2,683,650 $867.1M
Invesco Ltd. 0.13% Add +22.9% 2,597,488 $839.3M
Bank of America Corp. 0.06% Add +18.9% 2,595,732 $838.7M
GMO 2.30% Add +23.7% 2,523,450 $815.4M
Massachusetts Financial Services Co. 0.24% Add +4.8% 2,440,630 $788.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Reduce -19.9% 2,386,059 $771.0M
Northern Trust Corp. 0.09% Reduce -2.1% 2,277,649 $736.0M
Manufacturers Life Insurance Company, The 0.59% Add +6.6% 2,213,870 $715.3M
Baillie Gifford & Co. 0.52% Reduce -3.1% 2,166,914 $700.2M
Hotchkis & Wiley Capital Management LLC 2.05% Add +44.2% 2,045,480 $660.9M
Nuveen, LLC 0.17% Add +2.0% 1,948,118 $629.5M
Legal & General Group Plc 0.14% Add +4.8% 1,921,353 $620.8M
Brave Warrior Advisors 13.76% Add +65.3% 1,834,002 $592.6M
Charles Schwab Investment Management Inc. 0.09% Reduce -6.6% 1,686,220 $544.9M
Dimensional Fund Advisors LP 0.12% Reduce -0.5% 1,668,883 $539.2M
Eagle Capital Management LLC 1.62% Reduce -0.2% 1,571,691 $507.8M
Arrowstreet Capital, Limited Partnership 0.31% Add +60.4% 1,511,604 $488.4M
Ruane, Cunniff & Goldfarb L.P. 7.75% Add +32.2% 1,448,283 $468.0M
Goldman Sachs Group Inc. 0.07% Add +1.3% 1,411,989 $456.2M
FMR LLC 0.02% Add +7.2% 1,375,415 $444.4M
Bank of New York Mellon Corp 0.08% Add +3.3% 1,343,639 $434.2M
Baupost Group 8.95% Add +114.1% 1,319,000 $426.2M
Orbis Allan Gray Ltd 1.81% Reduce -54.2% 1,308,118 $422.7M
Amundi 0.13% Reduce -20.0% 1,122,799 $392.9M
JPMorgan Chase & Co. 0.02% Reduce -18.0% 1,208,292 $390.4M
Newport Trust Company, LLC 0.75% Reduce -2.1% 1,024,017 $330.9M
M&G PLC 1.82% Add +9.1% 1,015,113 $327.9M
Franklin Resources Inc. 0.08% Reduce -19.5% 1,065,935 $321.1M
Sumitomo Mitsui Trust Group, Inc. 0.18% Add +0.9% 943,067 $304.7M
UBS Group AG 0.06% Add +9.9% 929,426 $300.3M
Alliancebernstein L.P. 0.09% Reduce -34.6% 913,051 $295.0M
Veritas Asset Management LLP 3.12% Reduce -1.1% 902,900 $291.7M
Deutsche Bank AG 0.09% Add +4.0% 842,706 $272.3M
AQR Capital Management 0.17% Add +216.3% 801,268 $258.7M
D. E. Shaw & Co. 0.22% Add +19.4% 774,883 $250.4M
1832 Asset Management L.P. 0.41% Reduce -4.3% 750,736 $242.6M
Ameriprise Financial Inc. 0.05% Reduce -61.4% 725,038 $234.3M
Beutel, Goodman & Co Ltd. 1.40% Reduce -4.8% 717,822 $231.9M
First Trust Advisors LP 0.17% Reduce -18.8% 696,268 $225.0M
Swiss National Bank 0.12% Reduce -5.0% 651,300 $210.4M
DAVENPORT & Co LLC 1.09% Add +128.0% 630,203 $203.0M
Allianz Asset Management GmbH 0.22% Add +2.7% 559,771 $180.9M
California Public Employees Retirement System 0.11% Add +3.5% 558,136 $180.3M
Barclays PLC 0.07% Reduce -6.7% 554,321 $179.1M
National Pension Service 0.14% Add +2.6% 550,197 $177.8M
Russell Investments Group, Ltd. 0.20% Reduce -4.5% 542,692 $175.2M
Focused Investors LLC 5.31% Add +4.2% 536,600 $173.4M
FIL Ltd 0.13% Add +12.7% 519,787 $168.0M
HSBC Holdings PLC 0.10% Reduce -8.5% 509,966 $164.7M
Barrow Hanley Mewhinney & Strauss LLC 0.51% Reduce -14.4% 497,340 $160.7M
Royal Bank of Canada 0.03% Reduce -17.1% 485,215 $156.8M
Brown Advisory Inc. 0.20% Add +21.1% 480,179 $155.2M
Envestnet Asset Management Inc. 0.04% Reduce -9.4% 474,024 $153.2M
Victory Capital Management Inc. 0.09% Add +31.1% 461,693 $149.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +4.9% 455,011 $147.0M
Ninety One UK Ltd 0.32% Add +19.0% 454,075 $146.7M
Assenagon Asset Management S.A. 0.22% Add +18.9% 452,538 $146.2M
Rhumbline Advisers 0.12% Add +0.3% 444,009 $143.5M
Danica Pension, Livsforsikringsaktieselskab 2.17% Add +35.1% 434,549 $140.4M
Citadel Advisors 0.11% New 423,286 $136.8M
Vulcan Value Partners, LLC 2.46% Add +42.7% 419,195 $135.7M
Caisse de depot et placement du Quebec 0.24% Add +18.1% 409,052 $132.2M
Nordea Investment Management AB 0.11% Reduce -48.6% 408,794 $130.9M
Wells Fargo & Company 0.03% Add +10.3% 400,580 $129.4M
Maj Invest Holding A/S 4.38% Reduce -10.0% 396,776 $128.2M
Canoe Financial LP 1.80% Add +18.1% 389,399 $125.8M
CIBC Private Wealth Group LLC 0.21% Reduce -62.0% 383,300 $123.9M
Eminence Capital, LP 1.74% Add +52.1% 366,789 $118.5M
Raymond James Financial Inc. 0.04% Reduce -31.5% 365,526 $118.1M
California State Teachers Retirement System 0.12% Reduce -2.5% 352,561 $113.9M
Omega Advisors (Leon Cooperman) 3.44% Add +21.4% 340,900 $110.2M
DekaBank Deutsche Girozentrale 0.18% No change 343,263 $109.6M
Yacktman Asset Management 1.49% Reduce -2.0% 334,373 $108.0M
New York State Common Retirement Fund 0.13% Add +4.6% 321,791 $104.0M
Swedbank AB 0.10% Reduce -12.6% 307,343 $99.3M
Lakewood Capital Management, LP 7.38% Add +49.2% 301,650 $97.5M
Natixis 0.53% Add +633.3% 301,436 $97.4M
High Ground Investment Management LLP 15.53% Add +19.1% 289,232 $93.5M
CANADA LIFE ASSURANCE Co 0.13% Add +1.2% 291,985 $93.3M
Mitsubishi UFJ Trust & Banking Corp 0.20% Reduce -9.7% 286,251 $92.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% Reduce -11.4% 280,378 $90.6M
Aberdeen Group plc 0.14% Add +6.5% 272,436 $87.3M
Marathon Asset Management Ltd 3.18% Add +1.5% 267,395 $86.4M
ARGA Investment Management, LP 2.27% New 265,470 $85.8M
Soleus Capital Management, L.P. 4.48% Add +270.9% 259,650 $83.9M
Principal Financial Group Inc. 0.04% Reduce -1.9% 259,424 $83.8M
Citigroup Inc. 0.06% Reduce -4.6% 256,263 $82.8M
North Peak Capital Management, LLC 9.28% Reduce -37.1% 252,809 $81.7M
Janus Henderson Group PLC 0.04% Reduce -4.7% 252,303 $81.5M
Prudential Financial Inc. 0.10% Add +71.8% 251,945 $81.4M
Squarepoint Ops LLC 0.17% Add +54.4% 250,755 $81.0M
Harding Loevner LP 0.58% New 246,365 $79.6M
Natixis Advisors, LLC 0.12% Add +28.8% 244,795 $79.1M
Royal London Asset Management Ltd. 0.16% Reduce -1.8% 235,154 $76.0M
AMF Tjanstepension AB 0.47% Add +54.9% 231,555 $74.8M
Bank of Montreal 0.03% Add +7.6% 225,226 $72.8M
Canada Pension Plan Investment Board 0.05% Reduce -12.9% 224,759 $72.6M
Pzena Investment Management LLC 0.23% Reduce -0.3% 216,709 $70.0M
State Board of Administration of Florida Retirement System 0.12% Reduce -5.4% 204,662 $66.1M
BNP Paribas Financial Markets 0.05% Reduce -39.5% 201,788 $65.2M
Munich Reinsurance Co Stock Corp in Munich 1.59% — 196,537 $63.5M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Add +36.3% 194,914 $63.0M
Jane Street Group, LLC 0.07% Add +1719.8% 194,115 $62.7M
Susquehanna International Group, LLP 0.09% Add +37.6% 191,067 $61.7M
Harvest Portfolios Group Inc. 1.14% Add +43.1% 190,821 $61.7M
New York State Teachers Retirement System 0.12% Reduce -2.6% 188,353 $60.9M
Mawer Investment Management Ltd. 0.31% Add +34.7% 186,657 $60.3M
Aviva PLC 0.11% Reduce -55.2% 180,699 $58.4M
8 Knots Management, LLC 6.50% New 177,950 $57.5M
LPL Financial LLC 0.02% Reduce -13.5% 177,929 $57.5M
Sterling Capital Management LLC 0.84% Reduce -9.5% 177,444 $57.3M
TD Asset Management Inc 0.05% Reduce -15.1% 174,578 $56.4M
Sei Investments Co. 0.06% Add +4.8% 171,558 $55.4M
Adage Capital Partners Gp, L.L.C. 0.09% Add +92.3% 171,448 $55.4M
Panagora Asset Management Inc. 0.22% Add +295.3% 170,844 $55.2M
Cornerstone Investment Partners, LLC 2.29% Reduce -12.8% 169,238 $54.7M
Cambiar Investors LLC 2.46% Add +12.6% 167,780 $54.2M
APG Asset Management N.V. 0.15% Reduce -1.8% 192,025 $52.8M
Storebrand Asset Management As 0.13% Reduce -51.2% 157,643 $50.9M
Korea Investment CORP 0.10% Reduce -9.3% 156,982 $50.7M
Boston Partners 0.05% Reduce -83.7% 155,282 $50.3M
Acadian Asset Management LLC 0.09% Reduce -16.8% 155,323 $50.2M
Truist Financial Corp. 0.07% Reduce -27.0% 155,259 $50.2M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -2.1% 154,860 $50.0M
National Bank of Canada 0.06% Reduce -15.0% 154,595 $50.0M
Pictet Asset Management Holding SA 0.05% Reduce -16.2% 154,171 $49.8M
Federation des caisses Desjardins du Quebec 0.19% Add +10.3% 152,596 $49.3M
Millennium Management 0.04% Add +86.6% 151,422 $48.9M
Bank Julius Baer & Co. Ltd, Zurich 0.14% Reduce -0.3% 151,292 $48.9M
Ensign Peak Advisors, Inc 0.08% Reduce -17.1% 149,592 $48.3M
Schroder Investment Management Group 0.04% Reduce -89.4% 147,922 $47.8M
Bessemer Group Inc. 0.07% Add +5.9% 147,372 $47.6M
SRS Investment Management, LLC 0.52% Add +0.4% 146,976 $47.5M
DKRT Investments Corp. 11.33% Add +97.3% 146,000 $47.2M
Locust Wood Capital Advisers, LLC 1.26% Reduce -56.1% 143,171 $46.3M
Hosking Partners LLP 1.67% Add +84.7% 142,382 $46.0M
State of Wisconsin Investment Board 0.10% Add +11.1% 138,873 $44.9M
BI Asset Management Fondsmaeglerselskab A/S 0.40% Add +11.8% 145,408 $44.4M
Weiss Asset Management LP 0.78% New 135,965 $43.9M
Generate Investment Management Ltd 2.21% Add +37.7% 135,000 $43.6M
Macquarie Group Ltd. 0.05% Reduce -8.6% 131,072 $42.4M
Seizert Capital Partners, LLC 1.79% Reduce -4.5% 127,826 $41.3M
Coronation Fund Managers Ltd. 2.15% Reduce -7.2% 127,495 $41.2M
Synergy Asset Management, LLC 1.47% Add +100.0% 104,334 $40.6M
Capital Research Global Investors 0.01% Add +0.7% 119,686 $38.7M
Gotham Asset Management 0.17% Add +97.9% 117,407 $37.9M
Quadrature Capital Ltd 0.45% Add +51.3% 116,874 $37.8M
Danske Bank A/S 0.09% Reduce -55.7% 115,518 $37.3M
South Dakota Investment Council 0.72% Add +167.8% 115,312 $37.3M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -3.9% 115,302 $37.3M
KBC Group NV 0.09% Reduce -1.2% 112,346 $36.3M
Two Sigma Investments, LP 0.06% Reduce -63.5% 110,489 $35.7M
Loews Corp 0.30% Add +107.5% 110,000 $35.5M
Public Sector Pension Investment Board 0.13% Add +515.5% 106,682 $34.5M
Bellevue Group AG 0.70% Add +27.9% 104,971 $33.9M
American Century Companies Inc. 0.02% Add +7.2% 104,946 $33.9M
Treasurer of the State of North Carolina 0.10% Reduce -3.8% 101,680 $32.9M
State of Tennessee, Department of Treasury 0.11% Add +31.0% 101,603 $32.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +4.3% 101,162 $32.7M
Gateway Investment Advisers LLC 0.31% Add +1.0% 99,948 $32.3M
Stifel Financial Corp. 0.03% Reduce -86.7% 98,696 $31.9M
Asset Management One Co., Ltd. 0.09% Reduce -2.1% 97,069 $31.4M
ZWJ Investment Counsel Inc. 1.08% Reduce -23.5% 94,986 $30.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% Add +29.2% 95,332 $30.7M
Toronto Dominion Bank 0.06% Reduce -8.0% 94,688 $30.6M
Ranmore Fund Management Ltd 8.23% Add +88.0% 94,000 $30.4M
Commerce Bank 0.17% Reduce -50.2% 93,526 $30.2M
Public Employees Retirement System of Ohio 0.10% Reduce -5.0% 92,857 $30.0M
Jacobs Levy Equity Management, Inc. 0.12% Reduce -50.5% 92,100 $29.8M
Triodos Investment Management BV 2.15% Reduce -1.2% 92,080 $29.8M
Vest Financial, LLC 0.38% Reduce -10.8% 88,982 $28.8M
Resona Asset Management Co.,Ltd. 0.14% Reduce -3.8% 88,703 $28.6M
C WorldWide Group Holding A/S 0.44% Reduce -3.4% 88,000 $28.4M
Forsta Ap-Fonden 0.17% Add +12.3% 87,700 $28.3M
Long Focus Capital Management, LLC 1.61% New 87,000 $28.1M
Assetmark, Inc. 0.06% Add +28.2% 86,775 $28.0M
Cerity Partners LLC 0.05% Add +2.4% 86,437 $27.9M
Vident Advisory, LLC 0.27% Add +34.5% 86,406 $27.9M
Trajan Wealth LLC 1.20% Add +17.5% 86,271 $27.9M
KLP Kapitalforvaltning As 0.11% No change 85,678 $27.7M
Mn Services Vermogensbeheer B.V. 0.18% Add +1.2% 85,600 $27.7M
Empire Life Investments Inc. 1.61% Reduce -2.5% 84,886 $27.4M
Discovery Capital Management, LLC / CT 1.51% New 84,500 $27.3M
Polaris Capital Management, LLC 1.78% Add +37.3% 83,941 $27.1M
Credit Agricole S A 0.09% — 83,633 $27.0M
Nomura Asset Management Co. Ltd. 0.07% Add +1.5% 83,273 $26.9M
Tamar Securities, LLC 3.06% Add +28.0% 83,013 $26.8M
Mackenzie Financial Corp. 0.03% Add +11.4% 81,334 $26.3M
STRS Ohio 0.10% Add +1.4% 80,309 $25.9M
State of New Jersey Common Pension Fund D 0.09% Add +3.7% 79,516 $25.7M
Mariner, LLC 0.03% Add +0.7% 79,291 $25.6M
Nisa Investment Advisors, LLC 0.10% Reduce -4.3% 79,230 $25.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.15% Add +120.3% 78,472 $25.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.22% Reduce -3.7% 78,212 $25.3M
Cetera Investment Advisers 0.03% Add +23.3% 78,205 $25.3M
Tudor Investment Corporation 0.17% New 77,687 $25.1M
Grafton Street Partners Fund, LP 13.50% Add +148.4% 77,544 $25.1M
Distillate Capital Partners LLC 1.28% Add +31.9% 76,502 $24.7M
MML Investors Services, LLC 0.07% Reduce -4.4% 76,400 $24.7M
Professional Advisory Services Inc. 2.93% Add +1.6% 76,354 $24.7M
Neuberger Berman Group LLC 0.02% Reduce -9.3% 76,024 $24.6M
PNC Financial Services Group, Inc. 0.01% Reduce -3.1% 75,576 $24.4M
Handelsbanken Fonder AB 0.08% Add +1.8% 74,436 $24.1M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Add +3.2% 72,614 $23.5M
Bank of Nova Scotia 0.04% Add +136.4% 70,149 $22.7M
Jones Financial Companies LLLP 0.01% Add +38.8% 67,769 $21.6M
Arizona State Retirement System 0.11% Reduce -0.4% 65,936 $21.3M
State of Michigan Retirement System 0.10% Reduce -0.8% 65,851 $21.3M
Empowered Funds, LLC 0.21% Reduce -27.1% 64,471 $20.8M
Deprince Race & Zollo Inc. 0.41% New 64,020 $20.7M
PFM Health Sciences, LP 1.70% New 60,776 $19.6M
Cna Financial Corp. 11.42% Add +122.2% 60,000 $19.4M
Corient Private Wealth LP 0.03% Reduce -16.9% 59,946 $19.4M
Silvercrest Asset Management Group LLC 0.13% Add +43.3% 59,938 $19.4M
Illinois Municipal Retirement Fund 0.24% Reduce -1.5% 59,109 $19.1M
Stanley Capital Management, LLC 3.11% Add +8.1% 58,519 $18.9M
Robeco Institutional Asset Management B.V. 0.03% Reduce -35.2% 58,260 $18.8M
Portland Investment Counsel Inc. 5.14% No change 58,100 $18.8M
US Bancorp \de 0.02% Reduce -2.4% 57,987 $18.7M
Czech National Bank 0.13% Add +3.6% 57,191 $18.5M
Quantinno Capital Management LP 0.05% Add +29.1% 56,698 $18.3M
MIG Capital, LLC 2.68% Reduce -5.2% 56,509 $18.3M
MetLife Investment Management, LLC 0.09% New 55,887 $18.1M
Bridgewater Associates 0.07% Reduce -6.2% 55,203 $17.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -2.4% 54,073 $17.5M
Parkwood LLC 1.70% Reduce -9.9% 54,052 $17.5M
Voya Investment Management LLC 0.02% Reduce -34.7% 53,597 $17.3M
Summit Street Capital Management, LLC 2.36% Add +56.9% 53,192 $17.2M
Redwood Capital Management, LLC 1.89% New 52,500 $17.0M
Janney Montgomery Scott LLC 0.04% Add +8.8% 52,289 $16.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -20.8% 52,254 $16.9M
Iridian Asset Management LLC 6.63% Add +11.8% 52,103 $16.8M
Crossmark Global Holdings, Inc. 0.25% Reduce -2.8% 52,002 $16.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +21.9% 51,669 $16.7M
Hyperion Capital Advisors LP 8.92% Add +46.6% 51,643 $16.7M
Prana Capital Management, LP 0.56% Add +798.9% 51,633 $16.7M
Capital International, Inc. 0.13% Reduce -35.3% 50,927 $16.5M
Osaic Holdings, Inc. 0.02% Add +11.3% 50,535 $16.2M
Integral Health Asset Management, LLC 1.18% Reduce -16.7% 50,000 $16.2M
Candriam S.C.A. 0.08% Reduce -27.0% 49,258 $15.9M
Rockefeller Capital Management L.P. 0.03% Add +0.6% 48,835 $15.8M
Voleon Capital Management LP 0.38% Add +237.1% 48,375 $15.6M
Retirement Systems of Alabama 0.05% Reduce -0.9% 48,035 $15.5M
IFM Investors Pty Ltd 0.14% Add +0.2% 48,454 $15.4M
Rwa Wealth Partners, LLC 0.18% Add +18.5% 47,737 $15.4M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -31.9% 43,122 $15.4M
Skandinaviska Enskilda Banken AB (publ) 0.06% Reduce -24.2% 47,399 $15.3M
Allen Mooney & Barnes Investment Advisors LLC 2.38% New 47,222 $15.3M
Ilmarinen Mutual Pension Insurance Co 0.11% Add +22.3% 46,600 $15.1M
Varma Mutual Pension Insurance Co 0.09% Add +30.1% 45,782 $14.8M
Steigerwald, Gordon & Koch Inc. 1.43% Add +0.0% 45,616 $14.7M
Polar Capital Holdings Plc 0.07% Reduce -20.0% 45,422 $14.7M
FineMark National Bank & Trust 0.48% Reduce -4.6% 45,167 $14.6M
Eversept Partners, LP 1.11% Add +137.2% 44,980 $14.5M
Glenmede Investment Management, LP 0.07% Reduce -8.0% 44,792 $14.5M
Vestcor Inc 0.43% Add +29.8% 44,360 $14.3M
Lawson Kroeker Investment Management Inc. 2.56% Add +25.0% 43,258 $14.0M
NorthCoast Asset Management LLC 0.05% Add +15.1% 42,972 $13.9M
Amalgamated Bank 0.10% Reduce -2.0% 42,760 $13.8M
Captrust Financial Advisors 0.03% Add +0.3% 42,653 $13.8M
Swiss Life Asset Management Ltd 0.07% Reduce -10.8% 42,627 $13.8M
DNB Asset Management AS 0.05% Add +3.4% 42,258 $13.7M
ProShare Advisors LLC 0.03% Add +5.0% 42,253 $13.7M
Canada Post Corp Registered Pension Plan 0.59% Add +1013.0% 41,648 $13.3M
Kingsview Wealth Management, LLC 0.20% Add +67.8% 40,975 $13.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% No change 40,400 $13.1M
Daiwa Securities Group Inc. 0.04% Reduce -2.3% 40,348 $13.0M
Vancity Investment Management Ltd 1.72% Reduce -11.2% 40,120 $13.0M
Smith Salley Wealth Management 0.66% Add +26.0% 39,852 $12.9M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -1.3% 39,490 $12.8M
Engineers Gate Manager LP 0.14% Add +29.6% 38,288 $12.4M
Scopia Capital Management LP 1.73% New 38,152 $12.3M
Capitolis Liquid Global Markets LLC 0.10% No change 38,000 $12.3M
Utah Retirement Systems 0.12% Reduce -1.6% 37,371 $12.1M
Auxier Asset Management LLC 1.68% Add +0.9% 37,096 $12.0M
State of Alaska, Department of Revenue 0.12% Reduce -2.5% 36,964 $11.9M
Police & Firemen's Retirement System of New Jersey 0.09% Add +6.0% 36,401 $11.8M
Comerica Bank 0.04% Reduce -22.7% 36,387 $11.8M
ABN AMRO Bank N.V. 0.12% Add +1.2% 36,528 $11.7M
Lazard Asset Management LLC 0.02% Reduce -35.2% 36,221 $11.7M
Man Group plc 0.02% Reduce -78.3% 36,196 $11.7M
Channing Capital Management, LLC 0.31% Add +32.6% 36,049 $11.6M
USS Investment Management Ltd 0.06% No change 36,089 $11.6M
Aquatic Capital Management LLC 0.22% New 35,982 $11.6M
Commonwealth Equity Services, LLC 0.01% Reduce -33.5% 35,903 $11.6M
Marshall Wace, LLP 0.01% New 35,857 $11.6M
Washington Trust Bank 0.85% Add +10.2% 35,821 $11.6M
SouthState Bank Corp 0.53% Reduce -4.3% 35,739 $11.5M
Elo Mutual Pension Insurance Co 0.19% Add +21.9% 35,583 $11.5M
Advisors Asset Management, Inc. 0.19% Add +16.9% 35,545 $11.5M
Greatmark Investment Partners, Inc. 1.37% Add +23.9% 35,483 $11.5M
HighTower Advisors, LLC 0.01% Reduce -7.2% 35,264 $11.4M
Wealthfront Advisers LLC 0.03% Add +122.5% 35,042 $11.3M
TenCore Partners, LP 5.01% New 35,000 $11.3M
Xponance LLC 0.09% Reduce -3.4% 34,785 $11.2M
Modera Wealth Management, LLC 0.13% Reduce -0.8% 34,735 $11.2M
Yousif Capital Management, LLC 0.12% Reduce -3.0% 34,431 $11.1M
OP Asset Management Ltd 0.15% Reduce -41.3% 34,204 $11.1M
Diversified Trust Co. 0.22% Reduce -5.7% 34,151 $11.0M
CIBC Asset Management Inc 0.03% Reduce -20.1% 34,074 $11.0M
Whittier Trust Co. 0.12% Reduce -66.0% 31,225 $10.9M
MAI Capital Management 0.07% Add +342.3% 33,520 $10.8M
Ethic Inc. 0.18% Reduce -17.0% 33,008 $10.7M
Exchange Traded Concepts, LLC 0.10% Add +98.7% 32,956 $10.6M
New York Life Investment Management LLC 0.09% Reduce -4.8% 32,841 $10.6M
Intech Investment Management LLC 0.09% Add +17.4% 32,630 $10.5M
Pathstone Holdings, LLC 0.04% Reduce -2.9% 32,348 $10.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +0.7% 32,291 $10.4M
Aptus Capital Advisors, LLC 0.09% Reduce -44.1% 31,820 $10.3M
Ieq Capital, LLC 0.03% Add +259.4% 31,714 $10.2M
Teacher Retirement System of Texas 0.04% Reduce -80.0% 31,701 $10.2M
Liontrust Investment Partners LLP 0.15% Add +40.7% 31,665 $10.2M
Eagle Global Advisors LLC 0.39% Reduce -7.4% 31,480 $10.2M
CIBC Bancorp USA Inc. 0.06% — 31,094 $10.0M
First Citizens Bank & Trust Co. 0.22% Add +19.9% 31,017 $10.0M
Howe & Rusling Inc. 0.68% Add +148.7% 30,890 $10.0M
Taikang Asset Management (Hong Kong) Co Ltd 1.11% Add +80.3% 30,633 $9.9M
Creative Planning 0.01% Add +22.8% 29,998 $9.7M
Moore Capital Management, LP 0.20% Add +149.3% 29,974 $9.7M
Vanguard Personalized Indexing Management, LLC 0.10% Reduce -18.3% 29,630 $9.6M
Trillium Asset Management, LLC 0.25% Reduce -9.0% 29,436 $9.5M
Banque Pictet & Cie SA 0.10% Add +8.0% 29,432 $9.5M
ING Groep NV 0.05% Reduce -2.1% 29,110 $9.4M
NEOS Investment Management LLC 0.07% Add +45.8% 28,971 $9.4M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.9% 28,879 $9.3M
Nissay Asset Management Corp. /Japan 0.05% Add +0.8% 28,506 $9.2M
Van Den Berg Management I, Inc. 2.31% Add +54.2% 28,474 $9.2M
Scotia Capital Inc. 0.04% Add +24.1% 28,306 $9.1M
Impax Asset Management Group plc 0.05% Add +2.8% 28,294 $9.1M
Envestnet Portfolio Solutions, Inc. 0.03% Add +3.3% 28,089 $9.1M
Gabelli Funds LLC 0.06% Reduce -3.5% 28,000 $9.0M
Simplex Trading, LLC 0.20% Add +2996.3% 27,588 $8.9M
Venator Management LLC 2.12% New 27,530 $8.9M
Lowe Brockenbrough & Co. Inc. 0.45% Add +1.5% 27,197 $8.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -6.4% 27,118 $8.8M
Easterly Investment Partners LLC 0.59% New 27,112 $8.8M
World Investment Advisors 0.18% Reduce -2.7% 26,693 $8.6M
Cornerstone Advisors, LLC 0.28% Reduce -1.5% 26,600 $8.6M
HB Wealth Management, LLC 0.06% Add +22.2% 26,575 $8.6M
Firetrail Investments PTY Ltd. 2.13% Reduce -0.4% 26,464 $8.5M
Unison Asset Management LLC 3.91% No change 25,921 $8.4M
Pacer Advisors, Inc. 0.02% Add +35.3% 25,709 $8.3M
Oregon Public Employees Retirement Fund 0.11% Add +31.8% 25,688 $8.3M
ASR Vermogensbeheer N.V. 0.10% Reduce -0.4% 25,587 $8.3M
O'shaughnessy Asset Management, LLC 0.05% Reduce -17.6% 25,200 $8.1M
Rafferty Asset Management, LLC 0.03% Add +4.7% 25,001 $8.1M
Loomis Sayles & Co. L P 0.01% Reduce -6.4% 24,643 $8.0M
Mutual of America Capital Management LLC 0.08% Reduce -5.8% 24,464 $7.9M
Steward Partners Investment Advisory, LLC 0.05% Add +10.8% 24,350 $7.9M
Mizuho Markets Cayman LP 0.67% New 24,230 $7.8M
Manning & Napier Advisors LLC 0.10% Reduce -36.7% 24,189 $7.8M
GCM Grosvenor Holdings, LLC 1.17% Reduce -25.7% 23,894 $7.7M
Delta Investment Management, LLC 1.37% New 23,612 $7.6M
Focus Partners Wealth 0.01% Add +63.6% 36,718 $7.5M
Punch & Associates Investment Management, Inc. 0.44% Add +0.4% 23,249 $7.5M
Tidal Investments LLC 0.03% Add +16.1% 23,085 $7.5M
Walleye Capital LLC 0.07% Add +108.6% 23,068 $7.5M
ProVise Management Group, LLC 0.55% Reduce -1.9% 23,066 $7.5M
National Philanthropic Trust 0.08% Add +37.1% 22,990 $7.4M
Rhenman & Partners Asset Management AB 0.80% Reduce -49.6% 22,500 $7.3M
UniSuper Management Pty Ltd 0.04% Add +40.8% 22,421 $7.2M
Mercer Global Advisors Inc. 0.01% Reduce -38.7% 22,236 $7.2M
North Growth Management Ltd. 1.24% No change 22,000 $7.1M
Nixon Peabody Trust Co. 0.52% Add +0.7% 22,062 $7.1M
Verdence Capital Advisors LLC 0.41% Reduce -2.2% 20,749 $7.1M
Schonfeld Strategic Advisors LLC 0.05% Add +1885.5% 21,880 $7.1M
B. Metzler seel. Sohn & Co. AG 0.06% Reduce -20.5% 21,834 $7.1M
Principal Securities, Inc. 0.12% Add +7.2% 21,800 $7.0M
Fisher Funds Management LTD 0.18% No change 21,492 $6.9M
AXA Investment Managers S.A. 0.02% — 21,355 $6.9M
Orion Porfolio Solutions, LLC 0.05% Add +14.9% 21,295 $6.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -8.7% 20,366 $6.8M
Hunter Perkins Capital Management, LLC 1.48% Add +34.4% 20,581 $6.7M
Cullen/Frost Bankers, Inc. 0.08% Reduce -6.1% 20,506 $6.6M
IMC-Chicago, LLC 0.12% New 20,451 $6.6M
Geneos Wealth Management Inc. 0.17% Reduce -35.7% 20,178 $6.5M
Prudential PLC 0.05% Reduce -37.0% 20,162 $6.5M
Archon Partners LLC 0.69% No change 20,000 $6.5M
Van Eck Associates Corp. 0.01% Add +10.4% 19,906 $6.4M
Thrivent Financial for Lutherans 0.01% Add +12.4% 19,895 $6.4M
Cibc World Market Inc. 0.01% Add +24.4% 19,807 $6.4M
Thompson Siegel & Walmsley LLC 0.10% Add +116.2% 19,755 $6.4M
M&T Bank Corp 0.02% Reduce -23.7% 19,385 $6.3M
Cwm, LLC 0.02% Add +167.9% 19,088 $6.2M
Advisory Resource Group 1.10% Add +43.0% 18,928 $6.1M
Atria Investments, Inc 0.07% Reduce -3.1% 18,673 $6.0M
Quantbot Technologies LP 0.16% New 18,616 $6.0M
Asio Capital, LLC 0.89% Add +20.2% 18,478 $6.0M
CX Institutional 0.18% Add +1452.5% 18,366 $5.9M
Beverly Hills Private Wealth, LLC 1.06% Add +26.1% 18,346 $5.9M
Teachers Retirement System of the State of Kentucky 0.04% No change 18,159 $5.9M
683 Capital Management, LLC 0.55% Reduce -28.0% 18,000 $5.8M
Generali Asset Management SPA SGR 0.12% Reduce -20.1% 17,959 $5.8M
LMR Partners LLP 0.11% Add +126.8% 17,887 $5.8M
Northwest & Ethical Investments L.P. 0.14% No change 17,853 $5.8M
Evergreen Wealth Management, LLC 2.93% Add +33.5% 17,283 $5.6M
Arax Advisory Partners 0.08% Add +1061.8% 17,207 $5.6M
Te Ahumairangi Investment Management Ltd 0.93% Add +5.0% 17,004 $5.5M
Group One Trading LLC 0.16% Add +111.0% 16,834 $5.4M
SVB Wealth LLC 0.29% Reduce -19.7% 16,749 $5.4M
Timber Creek Capital Management LLC 1.30% Add +32.0% 16,652 $5.4M
Madison Asset Management, LLC 0.06% Reduce -88.4% 16,600 $5.4M
Avanza Fonder AB 0.14% Add +9.9% 16,598 $5.4M
Lombard Odier Asset Management (Switzerland) SA 0.24% Add +17.2% 16,594 $5.4M
CI Investments Inc. 0.02% Reduce -38.4% 16,259 $5.3M
Shay Capital LLC 0.95% New 16,250 $5.3M
Mizuho Securities USA LLC 0.11% Add +5.0% 16,400 $5.2M
Great Lakes Advisors, LLC 0.04% Reduce -5.1% 16,063 $5.2M
Investment Management Corp of Ontario 0.08% Reduce -45.6% 15,994 $5.2M
Meeder Asset Management Inc. 0.29% Add +31029.4% 15,876 $5.1M
Horizon Investments, LLC 0.07% Add +144.9% 15,515 $5.0M
LGT Fund Management Co Ltd. 0.41% Add +32.1% 15,064 $5.0M
Argent Trust Co 0.18% Reduce -16.7% 15,387 $5.0M
Guggenheim Capital LLC 0.04% Reduce -8.9% 15,361 $5.0M
Level Four Advisory Services, LLC 0.17% Reduce -9.4% 15,359 $5.0M
Robertson Opportunity Capital, LLC 1.70% No change 15,300 $4.9M
Cannell & Spears LLC 0.09% Reduce -42.2% 15,267 $4.9M
Rakuten Investment Management, Inc. 0.02% — 54,091 $4.9M
Sienna Gestion 0.34% No change 16,710 $4.9M
NewEdge Advisors, LLC 0.02% Add +10.8% 15,224 $4.9M
Verition Fund Management LLC 0.03% Reduce -11.6% 15,054 $4.9M
Chemistry Wealth Management LLC 0.93% Add +90.3% 14,917 $4.8M
Berger Financial Group, Inc 0.29% Add +1.6% 14,757 $4.8M
J. Safra Sarasin Holding AG 0.08% Reduce -57.1% 14,401 $4.7M
Dana Investment Advisors, Inc. 0.14% Reduce -49.5% 14,338 $4.6M
Hohimer Wealth Management, LLC 0.65% New 14,319 $4.6M
Summit Global Investments 0.27% Reduce -6.1% 14,255 $4.6M
Liberty One Investment Management, LLC 0.26% Add +11.0% 14,199 $4.6M
Kentucky Retirement Systems 0.13% Reduce -4.7% 14,198 $4.6M
Sava Infond d.o.o. 0.64% Add +8.6% 14,005 $4.5M
Allianz SE 0.10% Add +0.1% 13,857 $4.5M
Employees Retirement System of Texas 0.04% Add +17.7% 13,744 $4.4M
AustralianSuper Pty Ltd 0.02% Add +11.3% 13,640 $4.4M
Norinchukin Bank, The 0.06% Reduce -1.1% 13,434 $4.3M
Allen Capital Group, LLC 0.41% Add +58.5% 13,260 $4.3M
Hartford Investment Management Co. 0.13% Reduce -3.2% 13,197 $4.3M
Timelo Investment Management Inc. 7.06% New 14,000 $4.3M
Jefferies Financial Group Inc. 0.04% Add +1892.3% 13,109 $4.2M
Investment Management Associates Inc. 1.26% New 13,108 $4.2M
Jain Global LLC 0.06% New 13,072 $4.2M
Community Bank & Trust, Waco, Texas 0.86% Reduce -0.3% 12,971 $4.2M
Siemens Fonds Invest GmbH 0.23% Reduce -0.0% 12,825 $4.1M
Moran Wealth Management, LLC 0.12% Reduce -34.8% 12,677 $4.1M
Agf Management Ltd. 0.02% Add +21.8% 12,539 $4.1M
Baird Financial Group, Inc. 0.01% Reduce -69.6% 12,471 $4.0M
GAM Holding AG 0.25% Reduce -0.5% 12,406 $4.0M
GHP Investment Advisors, Inc. 0.17% Reduce -12.7% 12,351 $4.0M
MUFG Securities EMEA plc 0.10% Add +1742.8% 12,310 $4.0M
JB Capital LLC 0.17% Add +25.2% 12,105 $3.9M
Johnson Financial Group, Inc. 0.15% Add +285.1% 12,087 $3.9M
CenterBook Partners LP 0.19% Add +20.2% 12,078 $3.9M
LBP Am SA 0.05% New 12,061 $3.9M
Ally Financial Inc. 0.48% No change 12,000 $3.9M
Brevan Howard Capital Management LP 0.06% Reduce -66.5% 11,874 $3.8M
Louisiana State Employees Retirement System 0.06% Reduce -0.8% 11,800 $3.8M
Pinebridge Investments, L.P. 0.03% New 11,677 $3.8M
Fifth Third Bancorp 0.01% Reduce -38.9% 11,574 $3.7M
Kestra Advisory Services, LLC 0.02% Add +14.9% 11,574 $3.7M
Morningstar Investment Management LLC 0.14% New 11,564 $3.7M
Gulf International Bank (UK) Ltd 0.12% Reduce -2.0% 11,507 $3.7M
Pinkerton Wealth, LLC 0.40% Add +53.8% 11,444 $3.7M
Maryland State Retirement & Pension System 0.08% Add +2.1% 11,217 $3.6M
AIA Group Ltd 0.06% Add +72.0% 11,125 $3.6M
PARUS FINANCE (UK) Ltd 0.94% Reduce -1.5% 11,089 $3.6M
Banque Cantonale Vaudoise 0.13% Add +16.0% 11,065 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +59.7% 11,074 $3.6M
Atlantic Union Bankshares Corp 0.07% Add +5.6% 11,014 $3.6M
Regal Investment Advisors LLC 0.23% New 10,838 $3.5M
Securian Asset Management, Inc. 0.09% Reduce -8.5% 10,804 $3.5M
Rench Wealth Management, Inc. 1.02% Add +0.0% 10,799 $3.5M
Main Street Financial Solutions, LLC 0.22% New 10,620 $3.4M
AG2R La Mondiale Gestion D'actifs 0.17% No change 8,733 $3.4M
Alberta Investment Management Corp 0.03% New 10,500 $3.4M
Hara Capital LLC 2.00% New 10,484 $3.4M
University of Texas/Texas Am Investment Management Co. 0.48% Reduce -41.5% 10,328 $3.3M
Palmer Knight Co 1.57% Reduce -2.4% 10,270 $3.3M
New Mexico Educational Retirement Board 0.10% Reduce -5.5% 10,246 $3.3M
Metis Global Partners, LLC 0.08% Reduce -4.8% 10,222 $3.3M
Park Avenue Securities LLC 0.03% Add +17.3% 10,211 $3.3M
QRG Capital Management, Inc. 0.04% Reduce -73.0% 10,197 $3.3M
Mill Capital Management, LLC 0.24% No change 10,142 $3.3M
Camden National Bank 0.46% Reduce -21.2% 10,106 $3.3M
Immersion Capital LLP 3.36% New 10,100 $3.3M
&partners 0.02% Reduce -1.5% 10,070 $3.3M
Winmill & Co. Inc. 0.79% No change 10,040 $3.2M
Private Advisor Group, LLC 0.02% Reduce -5.3% 9,947 $3.2M
Daiichi Life Insurance Co., Ltd. 0.08% Reduce -14.1% 9,685 $3.1M
Ossiam 0.04% Reduce -3.7% 9,641 $3.1M
McDonald Capital Investors Inc. 0.19% Reduce -32.1% 9,608 $3.1M
TAM Capital Management Inc. 1.54% New 15,238 $3.1M
Sector Gamma As 0.77% Reduce -48.9% 9,603 $3.1M
Empirical Finance, LLC 0.15% Add +0.9% 9,598 $3.1M
Ostrum Asset Management 0.14% Reduce -41.2% 9,507 $3.1M
E. Ohman J:or Asset Management AB 0.07% No change 9,344 $3.0M
Stephens Inc. 0.04% Reduce -2.7% 9,336 $3.0M
Ninety One SA (Pty) Ltd 0.13% Add +87.6% 9,258 $3.0M
Banco Santander, S.A. 0.03% Add +8.7% 9,012 $2.9M
Keybank National Association 0.01% Reduce -10.9% 8,972 $2.9M
Community Bank, N.A. 0.35% Add +28.6% 8,895 $2.9M
Voya Financial Advisors, Inc. 0.27% Reduce -2.0% 8,876 $2.8M
Benedict Financial Advisors Inc. 0.61% Add +4.6% 8,749 $2.8M
Balyasny Asset Management L.P. 0.01% Reduce -64.9% 8,703 $2.8M
TD Waterhouse Canada Inc. 0.02% Add +48.6% 8,400 $2.8M
United Capital Financial Advisors, LLC 0.02% Reduce -12.3% 8,609 $2.8M
OMERS ADMINISTRATION Corp 0.02% Reduce -1.2% 8,472 $2.7M
Groupama Asset Managment 0.04% Reduce -4.0% 8,447 $2.7M
Wealthedge Investment Advisors, LLC 1.03% New 8,439 $2.7M
Mirabella Financial Services LLP 0.24% Add +186.6% 8,413 $2.7M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -80.2% 7,740 $2.7M
Allstate Corp. 0.06% Add +1477.4% 8,392 $2.7M
Eagle Rock Investment Company, LLC 0.40% Reduce -1.9% 8,392 $2.7M
LSV Asset Management 0.01% Add +818.2% 8,264 $2.7M
New Age Alpha Advisors, LLC 0.11% Reduce -1.3% 8,162 $2.6M
Tandem Capital Management Corp. 1.22% Add +7.6% 8,100 $2.6M
HF Advisory Group, LLC 0.96% Add +49.5% 8,050 $2.6M
Equitable Trust Co. 0.12% Add +0.9% 8,011 $2.6M
Kentucky Farm Bureau Mutual Insurance Co 0.64% No change 8,000 $2.6M
Hancock Whitney Corp. 0.05% Add +15.8% 7,997 $2.6M
Arnhold LLC 0.21% No change 7,899 $2.6M
Ironwood Investment Counsel, LLC 0.37% New 7,891 $2.6M
Anchor Investment Management, LLC 0.21% Add +14.7% 7,888 $2.5M
Synovus Financial Corp. 0.03% Add +2.1% 7,867 $2.5M
Persistent Asset Partners Ltd 1.83% New 7,806 $2.5M
Twinbeech Capital LP 0.10% Reduce -27.6% 7,798 $2.5M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -3.1% 7,786 $2.5M
Capstone Investment Advisors, LLC 0.03% Add +235.4% 7,779 $2.5M
Clearstead Advisors, LLC 0.04% Reduce -2.2% 7,753 $2.5M
Kestra Private Wealth Services, LLC 0.03% Add +4.2% 7,753 $2.5M
English Capital Management LLC 1.62% New 7,682 $2.5M
Bokf, NA 0.04% Reduce -13.9% 7,645 $2.5M
Nomura Holdings Inc. 0.01% Add +841.9% 7,582 $2.4M
Radnor Capital Management, LLC 0.37% No change 7,530 $2.4M
Sequoia Financial Advisors, LLC 0.01% Add +9.3% 7,517 $2.4M
Family Legacy, Inc. 0.73% Add +3.1% 7,384 $2.4M
Unison Advisors LLC 0.22% Add +0.5% 7,363 $2.4M
Shell Asset Management Co. 0.24% Reduce -52.7% 7,254 $2.3M
Tobam 0.85% Add +1272.0% 7,244 $2.3M
Amitell Capital Pte Ltd 1.72% New 7,180 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.4% 7,177 $2.3M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +2.3% 7,146 $2.3M
Huntington National Bank 0.02% Reduce -32.8% 7,104 $2.3M
Peapack Gladstone Financial Corp. 0.03% Reduce -12.1% 7,068 $2.3M
Mediolanum International Funds Ltd 0.02% Reduce -69.2% 7,112 $2.3M
Qsemble Capital Management, LP 0.22% New 7,008 $2.3M
Tema ETFs LLC 0.19% Add +165.8% 6,994 $2.3M
Merit Financial Group, LLC 0.02% Add +102.6% 6,972 $2.3M
RDA Financial Network 0.55% Reduce -1.7% 6,903 $2.2M
Edmp, Inc. 1.76% Add +1.5% 6,884 $2.2M
TrinityBridge Ltd 0.05% Reduce -98.2% 6,823 $2.2M
Vise Technologies, Inc. 0.08% Add +14.2% 6,729 $2.2M
Kingswood Wealth Advisors, LLC 0.13% Reduce -7.8% 6,681 $2.2M
Castleview Partners, LLC 1.17% Add +86.7% 6,643 $2.1M
Waverly Advisors, LLC 0.02% Add +11.0% 6,586 $2.1M
Ami Investment Management Inc. 0.49% Add +18.3% 6,573 $2.1M
Round Rock Advisors LLC 0.33% Reduce -5.5% 6,431 $2.1M
Signal Advisors Wealth, LLC 0.19% Add +147.4% 6,429 $2.1M
Advisory Services Network, LLC 0.03% Add +67.7% 6,427 $2.1M
Praxis Investment Management Inc. 0.12% Reduce -13.0% 6,422 $2.1M
Cresset Asset Management, LLC 0.01% Add +1.6% 6,361 $2.1M
IPG Investment Advisors LLC 0.37% New 6,355 $2.1M
Legato Capital Management LLC 0.22% Add +15.7% 6,286 $2.0M
Oppenheimer Asset Management Inc. 0.02% Reduce -62.3% 6,247 $2.0M
Blair William & Co. 0.01% Reduce -1.2% 6,187 $2.0M
Fort Washington Investment Advisors Inc. 0.01% Add +4.8% 6,168 $2.0M
Paralel Advisors LLC 0.08% Add +0.1% 6,150 $2.0M
Blume Capital Management, Inc. 0.38% Add +236.7% 6,145 $2.0M
Maxi Investments CY Ltd 0.41% New 6,100 $2.0M
Palouse Capital Management, Inc. 1.27% Add +32.0% 6,092 $2.0M
Mufg Securities Americas Inc. 0.13% Add +21.3% 6,073 $2.0M
Greenup Street Wealth Management LLC 0.30% Add +1.8% 6,068 $2.0M
Dynamic Advisor Solutions LLC 0.06% Reduce -24.6% 6,055 $2.0M
MASTERINVEST Kapitalanlage GmbH 0.19% Add +17.9% 6,044 $2.0M
Lester Murray Antman dba SimplyRich 0.53% Reduce -2.1% 6,029 $1.9M
Earnest Partners LLC 0.01% Reduce -12.6% 6,007 $1.9M
Coldstream Capital Management Inc. 0.03% Add +8.5% 5,974 $1.9M
Kentucky Retirement Systems Insurance Trust Fund 0.13% Reduce -5.9% 5,951 $1.9M
Old National Bancorp 0.03% Reduce -5.3% 5,936 $1.9M
Mangrove Partners Im, LLC 0.16% New 5,918 $1.9M
Vontobel Holding Ltd. 0.01% Reduce -10.2% 5,819 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -18.3% 5,738 $1.9M
Burney Co./ 0.06% Reduce -7.3% 5,720 $1.8M
Jackson Hole Capital Partners, LLC 0.32% Reduce -5.0% 5,703 $1.8M
Bull Street Advisors, LLC 0.86% Reduce -17.6% 5,684 $1.8M
Coastline Trust Co 0.20% Reduce -8.1% 5,634 $1.8M
Bayesian Capital Management, LP 0.37% New 5,600 $1.8M
AlphaQuest LLC 0.12% New 5,583 $1.8M
FSB Premier Wealth Management, Inc. 0.59% Add +41.1% 5,548 $1.8M
Vista Investment Management 0.62% Add +18.3% 5,529 $1.8M
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -76.5% 5,522 $1.8M
YHB Investment Advisors, Inc. 0.13% No change 5,470 $1.8M
Stonebridge Capital Advisors LLC 0.13% Reduce -1.8% 5,439 $1.8M
HRT Financial LP 0.01% New 5,406 $1.7M
D.A. Davidson & Co. 0.01% Add +10.9% 5,389 $1.7M
DB Fitzpatrick & Co, Inc 1.57% Add +23.6% 5,380 $1.7M
Summit Trail Advisors, LLC 0.02% Add +13.5% 5,379 $1.7M
Toth Financial Advisory Corp. 0.19% Reduce -25.3% 5,342 $1.7M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -3.5% 5,312 $1.7M
Beacon Pointe Advisors, LLC 0.01% Add +33.7% 5,301 $1.7M
Greenleaf Trust 0.02% Reduce -11.9% 5,251 $1.7M
Maia Wealth LLC 0.29% Reduce -15.1% 5,579 $1.7M
KCM Investment Advisors LLC 0.05% Reduce -2.2% 5,234 $1.7M
PEAK6 LLC 0.04% Add +76.7% 5,222 $1.7M
Eisler Capital Management Ltd. 0.04% Add +164.6% 5,201 $1.7M
Legacy Trust 0.33% Reduce -0.5% 5,183 $1.7M
Caprock Group, LLC 0.04% — 5,140 $1.6M
Erste Asset Management GmbH 0.02% Reduce -62.0% 5,011 $1.6M
Van Lanschot Kempen Investment Management N.V. 0.01% Reduce -67.6% 5,040 $1.6M
Power Wealth Management LLC 0.59% Add +24.1% 5,011 $1.6M
GeoWealth Management, LLC 0.06% Add +199.3% 4,998 $1.6M
Triglav Investments, D.O.O. 0.11% No change 4,980 $1.6M
Blue Trust, Inc. 0.02% Reduce -1.1% 4,962 $1.6M
APG Asset Management US Inc. 0.01% No change 4,792 $1.6M
Tiaa Trust, National Association 0.00% Reduce -27.6% 4,922 $1.6M
Fulcrum Asset Management LLP 0.44% Reduce -34.5% 4,921 $1.6M
Alpine Woods Capital Investors, LLC 0.37% No change 4,867 $1.6M
River Wealth Advisors LLC 0.18% Reduce -59.5% 4,818 $1.6M
PKO Investment Management Joint-Stock Co 0.13% Add +17.5% 4,700 $1.5M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -25.7% 4,669 $1.5M
Johnson Investment Counsel Inc. 0.01% Reduce -13.4% 4,655 $1.5M
Savant Capital, LLC 0.01% Reduce -9.4% 4,637 $1.5M
Brighton Jones LLC 0.04% Add +53.1% 4,628 $1.5M
Intact Investment Management Inc. 0.05% Add +31.7% 4,610 $1.5M
Crux Wealth Advisors 0.59% Add +11.8% 4,572 $1.5M
HighPoint Advisor Group LLC 0.07% Add +25.0% 4,541 $1.5M
Capital Group Private Client Services, Inc. 0.02% Reduce -93.2% 4,536 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.10% New 4,510 $1.5M
Bragg Financial Advisors, Inc 0.05% Reduce -0.7% 4,500 $1.5M
Polianta Ltd 0.60% New 4,500 $1.5M
Twin City Private Wealth, LLC 1.13% Reduce -8.7% 4,478 $1.4M
Moody National Bank Trust Division 0.12% Add +7.3% 4,477 $1.4M
Cary Street Partners Financial LLC 0.04% Reduce -45.5% 4,470 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.18% Reduce -31.3% 4,462 $1.4M
Granite Harbor Advisors, Inc. 0.60% Add +6.1% 4,443 $1.4M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -3.3% 4,410 $1.4M
Clear Harbor Asset Management, LLC 0.10% Add +9.9% 4,396 $1.4M
Jump Financial, LLC 0.02% New 4,396 $1.4M
Bangor Savings Bank 0.12% Reduce -0.6% 4,385 $1.4M
LMCG Investments, LLC 0.08% Reduce -10.8% 4,384 $1.4M
Weaver C. Barksdale & Associates, Inc. 1.36% Reduce -6.0% 4,376 $1.4M
Uncommon Cents Investing LLC 0.35% Add +4.8% 4,360 $1.4M
Oak Associates Ltd. 0.09% Reduce -9.8% 4,358 $1.4M
Lido Advisors, LLC 0.01% Reduce -17.4% 4,350 $1.4M
Choreo, LLC 0.02% Reduce -10.7% 4,345 $1.4M
Coastal Bridge Advisors, LLC 0.11% Reduce -9.1% 4,330 $1.4M
Pettyjohn, Wood & White, Inc. 0.23% Add +0.3% 4,319 $1.4M
Stratos Investment Management, LLC 0.06% Add +18.0% 4,256 $1.4M
Cetera Trust Company, N.A 0.77% Add +1.8% 4,256 $1.4M
Meeder Advisory Services, Inc. 0.06% Reduce -1.9% 4,221 $1.4M
Blueshift Asset Management, LLC 0.41% New 4,150 $1.3M
Oxford Asset Management LLP 0.44% New 4,138 $1.3M
Tufton Capital Management 0.24% No change 4,124 $1.3M
First Manhattan Co. Llc. 0.00% Reduce -5.0% 4,112 $1.3M
Allen Investment Management, LLC 0.01% No change 4,098 $1.3M
Farther Finance Advisors, LLC 0.02% Add +52.8% 4,090 $1.3M
Bailard, Inc. 0.03% Add +27.1% 4,085 $1.3M
Oak Thistle LLC 0.20% New 4,078 $1.3M
Pensionfund Sabic 0.36% No change 4,050 $1.3M
iSAM Funds (UK) Ltd 0.27% Reduce -23.6% 4,022 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +5.0% 4,012 $1.3M
Fore Capital, LLC 3.27% New 4,000 $1.3M
Wakefield Asset Management LLLP 0.35% No change 4,000 $1.3M
Fiduciary Alliance LLC 0.09% Reduce -14.8% 3,954 $1.3M
Tocqueville Asset Management L.P. 0.02% Add +25.6% 3,946 $1.3M
Cape Investment Advisory, Inc. 1.25% Reduce -0.7% 3,928 $1.3M
AMG National Trust Bank 0.03% Reduce -0.5% 3,926 $1.3M
XTX Topco Ltd 0.07% New 3,914 $1.3M
Smith, Moore & Co. 0.10% Reduce -0.6% 3,902 $1.3M
44 Wealth Management LLC 0.42% Add +36.2% 3,866 $1.2M
Cornercap Investment Counsel Inc. 0.62% Reduce -1.7% 3,860 $1.2M
Hutchinson Financial Advisors, INC 1.22% Add +2.9% 3,854 $1.2M
Rehmann Capital Advisory Group 0.07% Add +9.4% 3,864 $1.2M
Onex Canada Asset Management Inc. 0.16% Reduce -4.6% 3,814 $1.2M
FRG Family Wealth Advisors LLC 0.20% No change 3,810 $1.2M
Chesley Taft & Associates LLC 0.05% No change 3,804 $1.2M
Global Retirement Partners, LLC 0.03% Reduce -3.5% 3,796 $1.2M
Essex Financial Services, Inc. 0.07% Reduce -26.1% 3,767 $1.2M
IMA Advisory Services, Inc. 0.12% Add +3.1% 3,760 $1.2M
Raiffeisen Bank International AG 0.02% Add +107.9% 3,798 $1.2M
Callan Family Office, LLC 0.04% Reduce -17.1% 3,736 $1.2M
Hofer & Associates. Inc 0.69% Reduce -5.7% 3,734 $1.2M
Virtue Capital Management, LLC 0.19% Add +1172.2% 10,114 $1.2M
SG Americas Securities, LLC 0.00% Reduce -96.6% 3,712 $1.2M
Apollon Wealth Management, LLC 0.02% Add +7.5% 3,676 $1.2M
Pinnacle Associates Ltd. 0.02% Add +5.5% 3,640 $1.2M
Mgo One Seven LLC 0.03% Add +31.9% 3,635 $1.2M
Integrated Advisors Network LLC 0.05% Add +1.1% 3,630 $1.2M
Guardian Partners Inc. 0.10% No change 3,512 $1.2M
Kornitzer Capital Management Inc. 0.02% Add +0.1% 3,520 $1.1M
Fifth Third Wealth Advisors LLC 0.04% Reduce -10.6% 3,508 $1.1M
Unique Wealth Strategies, LLC 0.45% Reduce -24.1% 3,507 $1.1M
Wealthcare Advisory Partners LLC 0.02% Add +16.4% 3,499 $1.1M
Sapient Capital LLC 0.02% No change 3,509 $1.1M
Valeo Financial Advisors, LLC 0.03% Reduce -4.2% 3,470 $1.1M
Centaurus Financial, Inc. 0.05% Add +65.3% 3,416 $1.1M
Citizens Financial Group Inc. 0.02% Add +140.9% 3,414 $1.1M
Cidel Asset Management Inc. 0.06% Add +18.2% 3,394 $1.1M
Intrust Bank NA 0.09% Reduce -20.5% 3,378 $1.1M
Ascent Group, LLC 0.04% Reduce -35.9% 3,376 $1.1M
Vestmark Advisory Solutions, Inc. 0.02% Add +79.6% 3,371 $1.1M
Boothbay Fund Management, LLC 0.03% New 3,370 $1.1M
Benjamin Edwards Inc. 0.01% Add +56.7% 3,358 $1.1M
Stock Yards Bank & Trust Co. 0.03% Reduce -15.7% 3,320 $1.1M
Greenfield Savings Bank 0.45% Reduce -21.4% 3,318 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.17% Reduce -6.8% 3,135 $1.1M
Inkwell Capital LLC 1.08% Reduce -1.7% 3,279 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -6.3% 3,267 $1.1M
Focus Partners Advisor Solutions, LLC 0.01% Add +162.1% 3,410 $1.1M
Fairtree Asset Management (Pty) Ltd 0.69% Add +29.1% 3,242 $1.0M
Clearbridge Investments, LLC 0.00% Reduce -28.1% 3,231 $1.0M
Grove Bank & Trust 0.12% Add +2.0% 3,226 $1.0M
Ritter Daniher Financial Advisory LLC / DE 0.18% Add +247.1% 3,200 $1.0M
Peoples Bank 1.03% Reduce -9.4% 3,197 $1.0M
Csenge Advisory Group 0.05% Reduce -8.1% 3,189 $1.0M
Plato Investment Management Ltd 0.07% Reduce -38.6% 3,209 $1.0M
Todd Asset Management LLC 0.02% No change 3,182 $1.0M
Vinva Investment Management Ltd 0.02% Reduce -52.7% 3,209 $1.0M
LS Investment Advisors, LLC 0.14% New 3,150 $1.0M
Caption Management, LLC 0.06% New 3,150 $1.0M
Knollwood Investment Advisory, LLC 0.09% Reduce -0.8% 3,137 $1.0M
Ritholtz Wealth Management 0.02% Add +3.6% 3,134 $1.0M
Sentry LLC 0.25% Reduce -1.4% 3,125 $1.0M
Wealth Architects, LLC 0.09% Reduce -1.7% 3,090 $998K
Leavell Investment Management, Inc. 0.04% Reduce -4.3% 3,086 $997K
Alps Advisors Inc. 0.01% Reduce -19.5% 3,078 $995K
TD Private Client Wealth LLC 0.02% Reduce -13.9% 3,053 $986K
DSG Capital Advisors, LLC 0.16% Reduce -24.4% 3,037 $981K
Acropolis Investment Management, LLC 0.05% Add +8.0% 2,503 $973K
China Universal Asset Management Co., Ltd. 0.08% Reduce -16.7% 3,000 $969K
Investment House LLC 0.05% New 3,000 $969K
Forum Financial Management, LP 0.01% Add +1.1% 2,971 $960K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +29.4% 2,967 $959K
Applied Finance Capital Management, LLC 0.07% Add +7.5% 2,964 $958K
GC Wealth Management RIA, LLC 0.03% Add +12.5% 2,964 $958K
Commerzbank Aktiengesellschaft 0.02% No change 2,960 $957K
Independent Advisor Alliance 0.02% Reduce -16.0% 2,945 $952K
Pallas Capital Advisors LLC 0.04% Add +390.5% 2,943 $951K
DGS Capital Management, LLC 0.17% Reduce -20.2% 2,935 $948K
Allworth Financial LP 0.00% Reduce -7.0% 2,909 $940K
Profund Advisors LLC 0.03% Add +0.7% 2,903 $938K
Graves Light Lenhart Wealth, Inc. 0.10% Add +3.0% 2,901 $937K
CSS LLC 0.16% Add +6.2% 2,900 $937K
Towne Trust Company, N.A 0.30% Add +69.1% 2,887 $933K
Mission Wealth Management, LP 0.02% Reduce -12.3% 2,876 $929K
Stratos Wealth Partners, LTD. 0.01% Add +41.9% 2,865 $926K
Leonteq Securities AG 0.05% Add +301.5% 2,863 $925K
Institute for Wealth Management, LLC. 0.10% Reduce -0.8% 2,831 $915K
Sierra Legacy Group 0.68% Reduce -18.9% 2,830 $914K
Summit Financial, LLC 0.01% New 2,828 $914K
Flputnam Investment Management Co. 0.01% Reduce -9.8% 2,821 $912K
Empower Advisory Group, LLC 0.00% Reduce -3.5% 2,802 $905K
Heritage Wealth Advisors 0.04% No change 2,793 $902K
Frank, Rimerman Advisors LLC 0.06% Reduce -22.5% 2,791 $902K
Quadrant Capital Group LLC 0.03% Add +0.3% 2,777 $897K
Intellectus Partners, LLC 0.17% Reduce -24.9% 2,751 $889K
Journey Strategic Wealth LLC 0.03% Add +19.7% 2,739 $885K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -5.2% 2,726 $881K
Polymer Capital Management (US) LLC 0.12% Add +337.2% 2,702 $873K
Pure Financial Advisors, LLC 0.01% Reduce -1.9% 2,698 $872K
Tweedy, Browne Co LLC 0.08% New 2,696 $871K
Trust Asset Management LLC 0.06% No change 2,690 $869K
Foundations Investment Advisors, LLC 0.01% Reduce -23.3% 2,684 $867K
Ascentis Independent Advisors 0.15% Add +118.3% 2,676 $865K
Money Concepts Capital Corp. 0.05% Add +7.6% 2,669 $862K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% No change 2,662 $860K
GAMMA Investing LLC 0.05% Reduce -9.7% 2,660 $859K
Asset Dedication, LLC 0.06% Reduce -0.1% 2,646 $855K
Searle & Co. 0.22% No change 2,606 $842K
Generali Investments CEE, investicni spolecnost, a.s. 0.06% No change 2,600 $840K
Brooklyn Investment Group 0.11% Reduce -2.7% 2,200 $839K
AE Wealth Management LLC 0.01% Reduce -13.9% 2,590 $837K
111 Capital 0.16% New 2,537 $820K
NorthRock Partners, LLC 0.01% Add +13.2% 2,510 $811K
Principle Wealth Partners LLC 0.05% No change 2,499 $807K
Oppenheimer & Co. Inc. 0.01% Reduce -55.1% 2,478 $801K
Legacy Financial Advisors, Inc. 0.11% Add +8.9% 2,476 $800K
Smartleaf Asset Management LLC 0.05% Add +23.7% 2,492 $797K
Syon Capital LLC 0.04% Reduce -41.3% 2,445 $790K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +2.1% 2,442 $789K
Smithbridge Asset Management Inc. 0.11% No change 2,441 $789K
Axecap Investments, LLC 0.48% Reduce -4.0% 2,425 $784K
Insight Inv LLC 0.46% Reduce -5.6% 2,424 $783K
Fiduciary Trust Co 0.01% Add +2.7% 2,421 $782K
Mutual Advisors, LLC 0.02% Reduce -4.7% 2,258 $782K
Chicago Capital, LLC 0.02% Add +10.5% 2,419 $782K
Snowden Capital Advisors LLC 0.02% Reduce -15.7% 2,409 $778K
Strategic Wealth Partners, Ltd. 0.06% Reduce -42.9% 2,408 $778K
Barlow Wealth Partners, LLC 0.08% Reduce -88.8% 2,209 $763K
Trueblood Wealth Management, LLC 0.30% Reduce -0.3% 2,356 $761K
Convergence Financial, LLC 0.11% Add +21.4% 2,347 $758K
Vestor Capital, LLC 0.05% Reduce -23.4% 2,346 $758K
denkapparat Operations GmbH 0.48% Add +49.1% 2,332 $754K
Signature Estate & Investment Advisors LLC 0.02% Reduce -11.8% 2,332 $753K
Michels Family Financial, LLC 0.58% New 2,306 $745K
Shelton Capital Management 0.02% Reduce -1.8% 2,305 $745K
Signaturefd, LLC 0.01% Reduce -6.1% 2,297 $742K
Wedbush Securities Inc. 0.02% Reduce -7.0% 2,294 $741K
Arkadios Wealth Advisors 0.02% Reduce -24.5% 2,282 $737K
Aljian Capital Management, LLC 0.15% Reduce -2.0% 2,279 $736K
Elevation Point Wealth Partners, LLC 0.05% Reduce -45.3% 2,277 $736K
Numerai GP LLC 0.10% New 2,272 $734K
Financial Security Advisor, Inc. 0.16% Add +2.0% 2,270 $734K
Abn Amro Investment Solutions 0.01% Reduce -80.1% 2,270 $733K
Aaron Wealth Advisors LLC 0.04% Add +107.9% 2,260 $730K
Bedel Financial Consulting, Inc. 0.09% Add +10.8% 2,251 $727K
Matisse Capital 0.33% Reduce -4.3% 2,250 $727K
J.W. Cole Advisors, Inc. 0.01% Reduce -8.7% 2,243 $725K
Great Valley Advisor Group, Inc. 0.01% Reduce -30.9% 2,233 $722K
Westpac Banking Corp. 0.04% No change 2,220 $717K
Parallel Advisors, LLC 0.01% Reduce -2.8% 2,218 $717K
Twin Capital Management Inc. 0.09% Add +49.9% 2,216 $716K
Cigna Investments Inc. 0.10% No change 2,214 $716K
Concurrent Investment Advisors, LLC 0.01% Add +17.7% 2,212 $715K
Roberts Glore & Co. Inc. 0.19% Reduce -21.9% 2,195 $709K
Souders Financial Advisors 0.08% Reduce -13.4% 2,195 $709K
Fullcircle Wealth LLC 0.25% Add +0.1% 2,217 $702K
Apella Capital, LLC 0.02% Add +3.1% 1,983 $690K
Checchi Capital Advisers, LLC 0.05% Reduce -27.6% 2,122 $686K
Chiron Capital Management, LLC 0.58% New 2,102 $679K
Gsa Capital Partners LLP 0.06% Add +79.0% 2,083 $673K
Pinnacle Financial Partners Inc 0.02% Reduce -28.9% 2,080 $672K
Machina Capital S.A.S. 0.12% New 2,079 $672K
Longfellow Investment Management Co. LLC 0.16% Add +87.4% 2,076 $671K
EverSource Wealth Advisors, LLC 0.03% Reduce -16.1% 2,064 $667K
Howard Capital Management, LLC 0.01% Add +24.4% 2,063 $667K
UMB Bank, n.a. 0.01% Reduce -7.7% 2,060 $666K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.8% 2,052 $663K
Tempus Wealth Planning, LLC 0.15% New 2,049 $662K
Brookstone Capital Management 0.01% Reduce -80.2% 2,040 $659K
Regions Financial Corp. 0.00% Reduce -17.8% 2,026 $655K
Generali Investments, Management Co LLC 0.14% No change 2,022 $653K
Naples Global Advisors, LLC 0.05% Add +128.6% 2,014 $651K
Garrison Point Advisors, LLC 0.27% No change 2,000 $646K
NJ State Employees Deferred Compensation Plan 0.07% No change 2,000 $646K
LM Advisors LLC 0.09% Add +100.0% 2,000 $646K
Retirement Guys Formula LLC 0.23% Reduce -52.8% 1,984 $641K
Modern Wealth Management, LLC 0.01% Add +2.2% 1,979 $639K
Kennedy Capital Management LLC 0.01% Reduce -18.9% 1,978 $639K
LOM Asset Management Ltd 0.19% Reduce -1.3% 1,971 $637K
Meriwether Wealth & Planning, LLC 0.37% Reduce -7.4% 1,969 $636K
Caisse Des Depots Et Consignations 0.03% Reduce -20.9% 1,967 $636K
Sumitomo Life Insurance Co. 0.02% Reduce -3.9% 1,967 $636K
Barden Capital Management, Inc. 0.53% Reduce -10.3% 1,956 $632K
Perennial Investment Advisors, LLC 0.05% Add +203.3% 1,953 $631K
Keystone Financial Services 0.19% Add +11.2% 1,933 $625K
Novem Group 0.07% Add +10.0% 1,918 $620K
Nilsine Partners, LLC 0.06% Add +1.5% 1,918 $620K
First Merchants Corp. 0.02% No change 1,914 $618K
Stonegate Management LLC 0.41% — 1,910 $617K
Bridgefront Capital, LLC 0.18% New 1,905 $616K
Sanders Morris Harris LLC 0.08% New 1,900 $614K
Versor Investments LP 0.11% Reduce -64.8% 1,897 $613K
Octavia Wealth Advisors, LLC 0.06% Add +95.7% 1,896 $613K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -94.3% 1,896 $613K
Frisch Financial Group, Inc. 0.14% Add +0.5% 1,881 $608K
Taylor Financial Group, Inc. 0.35% No change 1,865 $603K
Axq Capital, LP 0.23% New 1,860 $601K
Garde Capital, Inc. 0.03% No change 1,850 $598K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +1.5% 1,848 $597K
Sage Mountain Advisors LLC 0.03% Add +18.2% 1,848 $597K
Fortress Private Ledger, LLC 0.22% Add +26.0% 1,844 $596K
PDS Planning, Inc 0.04% Reduce -24.2% 1,836 $593K
Canandaigua National Bank & Trust Co. 0.05% New 1,834 $593K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,819 $588K
Malaga Cove Capital, LLC 0.21% Add +114.5% 1,810 $585K
One Wealth Map LLC 0.31% Add +2.1% 1,922 $584K
Tower Research Capital LLC (TRC) 0.02% Reduce -71.2% 1,807 $584K
Humankind Investments LLC 0.13% Add +33.7% 1,804 $583K
Sendero Wealth Management, LLC 0.07% Reduce -2.3% 1,800 $582K
Balefire, LLC 0.12% Add +30.3% 1,798 $581K
Pitcairn Co. 0.05% Reduce -15.8% 1,787 $577K
Krilogy Financial LLC 0.02% New 1,814 $577K
Advisor OS, LLC 0.05% Add +6.1% 1,772 $573K
Wilmington Savings Fund Society, FSB 0.01% Reduce -50.0% 1,771 $572K
Joel Isaacson & Co., LLC 0.02% Add +45.3% 1,765 $570K
Linden Thomas Advisory Services, LLC 0.06% Reduce -0.3% 1,762 $569K
James Investment Research, Inc. 0.06% Reduce -6.3% 1,761 $569K
InvesTrust 0.21% No change 1,759 $568K
Jacobi Capital Management LLC 0.03% Add +34.0% 1,757 $568K
Pekin Hardy Strauss, Inc. 0.06% New 1,755 $567K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -6.4% 1,753 $566K
Busey Bank 0.02% Add +8.9% 1,731 $559K
Austin Private Wealth, LLC 0.04% Reduce -4.8% 1,729 $559K
Detalus Advisors, LLC 0.14% Add +1.8% 1,726 $558K
Ellevest, Inc. 0.08% Add +8.1% 1,719 $555K
MJP Associates Inc. 0.07% Add +12.3% 1,715 $554K
RFG Advisory, LLC 0.01% Reduce -8.6% 1,712 $553K
Northern Financial Advisors Inc 0.29% Reduce -15.8% 1,710 $553K
1ST Source Bank 0.03% Reduce -6.6% 1,708 $552K
Wedmont Private Capital 0.02% Add +13.2% 1,540 $551K
Brogan Financial, Inc. 0.23% Add +0.5% 1,686 $545K
LRI Investments, LLC 0.04% Add +4.9% 1,686 $545K
Shufro Rose & Co. LLC 0.04% No change 1,250 $544K
Harbour Investments, Inc. 0.01% Add +0.1% 1,679 $542K
Founders Grove Wealth Partners, LLC 0.13% Reduce -2.3% 1,672 $540K
Verus Financial Partners, Inc. 0.05% Add +0.1% 1,668 $539K
Impact Investors, Inc 0.35% Add +1.3% 1,662 $537K
Sigma Planning Corp 0.02% Reduce -12.3% 1,662 $537K
Transcend Capital Advisors, LLC 0.04% Add +89.6% 1,661 $537K
Keystone Financial Group 0.04% Add +0.1% 1,649 $535K
Silver Oak Securities, Incorporated 0.04% Add +5.4% 1,650 $533K
Ruggaard & Associates LLC 0.20% No change 1,644 $531K
Gratus Wealth Advisors, LLC 0.07% Reduce -4.1% 1,626 $525K
NorthCrest Asset Manangement, LLC 0.01% Reduce -95.7% 1,465 $524K
Plancorp, LLC 0.02% Add +1.3% 1,616 $522K
Wealth Alliance, LLC 0.05% Reduce -0.3% 1,592 $515K
OmniStar Financial Group, Inc. 0.31% New 1,588 $513K
Tranquilli Financial Advisor LLC 0.30% Reduce -10.3% 1,585 $512K
Canal Capital Management, LLC 0.08% Reduce -24.8% 1,578 $510K
Glenview Trust Co 0.01% Reduce -2.9% 1,572 $508K
CreativeOne Wealth, LLC 0.01% Add +4.4% 1,569 $507K
Capital Investment Advisory Services, LLC 0.04% Add +68.8% 1,566 $506K
Fidelis Capital Partners, LLC 0.04% Add +1.4% 1,563 $505K
SeaCrest Wealth Management, LLC 0.05% Add +9.9% 1,393 $505K
Systematic Financial Management LP 0.01% Reduce -11.4% 1,560 $504K
United Community Bank 0.16% Reduce -1.8% 1,551 $501K
Thomasville National Bank 0.03% Reduce -0.3% 1,550 $501K
Richwood Investment Advisors, LLC 0.39% Reduce -17.0% 1,542 $498K
Field & Main Bank 0.15% Add +2984.0% 1,542 $498K
Private Trust Co. NA 0.04% Reduce -4.7% 1,539 $497K
Naviter Wealth, LLC 0.06% Reduce -22.1% 1,535 $496K
Bayforest Capital Ltd 0.23% Add +10.6% 1,527 $493K
Middleton & Co. Inc. 0.05% No change 1,525 $493K
Curi Capital, LLC 0.01% Reduce -10.0% 1,514 $489K
CENTRAL TRUST Co 0.01% Reduce -12.4% 1,514 $489K
Mowery & Schoenfeld Wealth Management, LLC 0.84% No change 1,511 $488K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -58.0% 1,508 $488K
Baader Bank Aktiengesellschaft 0.04% Add +72.3% 1,539 $487K
Marex Group Ltd 0.01% New 1,500 $485K
Moloney Securities Asset Management, LLC 0.06% Reduce -1.5% 1,479 $478K
Narwhal Capital Management 0.04% Reduce -56.2% 1,478 $478K
Kathmere Capital Management, LLC 0.03% Reduce -36.0% 1,474 $476K
Lifeworks Advisors, LLC 0.06% Add +13.5% 1,470 $475K
Bank of Marin 0.33% Reduce -34.9% 1,461 $472K
Oregon Pacific Wealth Management, LLC 0.41% Add +15.3% 1,458 $471K
Walleye Trading LLC 0.01% Reduce -47.0% 1,451 $469K
Beirne Wealth Consulting Services, LLC 0.11% New 1,442 $466K
PFG Investments, LLC 0.02% Add +1.7% 1,432 $463K
Occudo Quantitative Strategies LP 0.06% Add +52.7% 1,426 $461K
National Wealth Management Group, LLC 0.17% New 1,420 $459K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +0.3% 1,419 $459K
CVFG LLC 0.33% Reduce -5.6% 1,415 $457K
U.S. Capital Wealth Advisors, LLC 0.01% Add +138.0% 1,402 $453K
Ballentine Partners, LLC 0.01% Add +15.4% 1,398 $452K
Composition Wealth, LLC 0.01% Add +28.2% 1,397 $451K
Centric Wealth Management 0.10% Add +0.9% 1,416 $449K
Hutchens & Kramer Investment Management Group, LLC 0.18% Reduce -16.7% 1,390 $449K
Patrick M Sweeney & Associates, Inc. 0.29% No change 1,388 $448K
Polymer Capital Management (HK) LTD 0.06% New 1,387 $448K
Colonial River Investments, LLC 0.16% Reduce -3.7% 1,383 $447K
Axxcess Wealth Management, LLC 0.01% Reduce -3.7% 1,383 $447K
Arista Wealth Management, LLC 0.06% No change 1,380 $446K
Fisher Asset Management 0.00% New 1,372 $444K
Wheelhouse Advisory Group LLC 0.19% New 1,364 $441K
Leonard Rickey Investment Advisors P.L.L.C. 0.08% Add +7.3% 1,359 $439K
Centurion Wealth Management LLC 0.10% New 1,352 $437K
Taylor Hoffman Capital Management LLC 0.14% Reduce -0.6% 1,352 $437K
Valmark Advisers, Inc. 0.01% Reduce -10.8% 1,345 $435K
Perigon Wealth Management, LLC 0.01% Reduce -10.1% 1,342 $434K
Horizon Bancorp Inc. 0.21% Add +1.1% 1,341 $433K
St Germain D J Co. Inc. 0.02% Reduce -8.4% 1,335 $431K
Ilex Capital Partners (UK) LLP 0.01% Reduce -60.8% 1,335 $431K
Conning Inc. 0.01% No change 1,327 $429K
Confluence Wealth Services, Inc. 0.02% No change 1,325 $428K
Hardy Reed LLC 0.03% Reduce -63.0% 1,322 $427K
Brown Brothers Harriman & Co. 0.00% Add +137.6% 1,321 $427K
J Hagan Capital, Inc. 0.26% Add +8.7% 1,318 $426K
Salem Investment Counselors Inc. 0.01% No change 1,311 $424K
Prospera Financial Services Inc 0.01% Reduce -76.0% 1,300 $422K
Affinity Investment Advisors, LLC 0.29% Add +3.5% 1,305 $422K
Finward Bancorp 0.32% No change 1,303 $421K
Dodge & Cox 0.00% No change 1,300 $420K
Avior Wealth Management, LLC 0.01% Reduce -1.3% 1,294 $418K
Evermay Wealth Management LLC 0.05% Add +4.0% 1,287 $416K
Hurlow Wealth Management Group, Inc. 0.11% Reduce -0.3% 1,284 $415K
Dearborn Partners LLC 0.02% Reduce -28.1% 1,281 $414K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% No change 1,281 $414K
Kirtland Hills Capital Management, LLC 0.16% Reduce -16.5% 1,274 $412K
Donaldson Capital Management, LLC 0.01% Reduce -11.7% 1,274 $412K
Beacon Financial Group 0.04% Add +4.0% 1,261 $407K
Clear Creek Financial Management, LLC 0.04% Add +88.3% 1,258 $407K
Stratos Wealth Advisors, LLC 0.02% New 1,258 $406K
Wesbanco Bank Inc. 0.01% Reduce -0.2% 1,258 $406K
Lebenthal Global Advisors, LLC 0.07% Reduce -18.6% 1,257 $406K
Colonial Trust Co / SC 0.05% Add +2.2% 1,256 $406K
Los Angeles Capital Management LLC 0.00% Reduce -75.7% 1,251 $404K
Federated Hermes, Inc. 0.00% Reduce -95.3% 1,241 $401K
Heritage Wealth Management, Inc. 0.12% Add +3.8% 1,236 $399K
Eads & Heald Wealth Management 0.19% Add +46.4% 1,231 $398K
Compass Wealth Management LLC 0.09% Reduce -3.9% 1,218 $394K
Legacy Capital Group California, Inc. 0.10% Add +62.5% 1,217 $393K
Americana Partners, LLC 0.01% New 1,216 $393K
Prime Capital Investment Advisors, LLC 0.00% Add +0.8% 1,212 $392K
Waddell & Associates, LLC 0.03% Add +68.2% 1,209 $391K
Net Worth Advisory Group 0.11% Reduce -2.1% 1,208 $390K
Benchmark Investment Advisors LLC 0.23% — 1,206 $390K
Insigneo Advisory Services, LLC 0.03% Add +38.3% 1,206 $390K
Stableford Capital II LLC 0.14% No change 1,205 $389K
West Family Investments, Inc. 0.09% New 1,204 $389K
Ransom Advisory, Ltd 0.17% No change 1,200 $388K
Highland Capital Management, LLC 0.02% No change 1,200 $388K
Oxford Financial Group, LTD. LLC 0.02% Add +5.4% 1,197 $387K
Global Trust Asset Management, LLC 0.17% Reduce -14.9% 1,196 $386K
HORAN Wealth, LLC 0.06% New 1,193 $385K
Integrated Investment Consultants, LLC 0.07% Add +13.9% 1,187 $384K
Fielder Capital Group LLC 0.09% Reduce -8.6% 1,186 $383K
Strategic Financial Services, Inc. 0.02% Reduce -5.6% 1,184 $383K
Florida Trust Wealth Management Co 0.01% Reduce -0.4% 1,184 $383K
Bank Pictet & Cie (Europe) AG 0.01% Add +27.0% 1,180 $381K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -25.0% 1,180 $381K
Quent Capital, LLC 0.03% Add +0.7% 1,179 $381K
Chapman Financial Group, LLC 0.26% Reduce -43.4% 1,177 $380K
Client 1ST Advisory Group, LLC 0.13% Add +39.0% 1,176 $380K
Sagespring Wealth Partners, LLC 0.01% Reduce -25.8% 1,173 $379K
Sowell Financial Services LLC 0.01% Reduce -19.0% 1,171 $378K
Meritage Portfolio Management 0.03% Reduce -1.6% 1,167 $377K
Weinberger Asset Management, Inc 0.14% Reduce -1.9% 1,161 $375K
R Squared Ltd 0.16% New 1,158 $374K
Monarch Capital Management Inc. 0.09% No change 1,153 $373K
Mesirow Financial Investment Management, Inc. 0.01% Add +15.2% 1,139 $369K
Douglass Winthrop Advisors, LLC 0.01% Add +1.5% 1,142 $369K
Kapstone Financial Advisors LLC 0.17% Reduce -16.4% 1,133 $366K
Accredited Investors Inc. 0.02% Add +18.9% 1,133 $366K
Everhart Financial Group, Inc. 0.04% Reduce -11.2% 1,130 $365K
Aspire Private Capital, LLC 0.08% Add +10.9% 1,128 $365K
Cardiff Park Advisors, LLC 0.03% No change 1,118 $361K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 1,107 $358K
Haverford Trust Co 0.00% Reduce -64.5% 1,107 $358K
Independence Bank of Kentucky 0.05% Add +13.2% 1,099 $355K
King Wealth Management Group 0.04% Reduce -51.8% 1,093 $353K
Willner & Heller, LLC 0.27% Reduce -42.6% 1,090 $352K
Sivia Capital Partners, LLC 0.10% New 1,090 $352K
Moneta Group Investment Advisors LLC 0.00% Reduce -7.1% 1,088 $352K
GTS Securities LLC 0.01% Add +17.4% 1,087 $351K
Claro Advisors Inc. 0.05% Add +30.9% 1,084 $350K
Sara-Bay Financial 0.10% Reduce -2.7% 1,072 $346K
Alta Advisers Ltd 0.11% No change 1,071 $346K
FourThought Financial Partners, LLC 0.03% New 1,071 $346K
AlphaCore Capital LLC 0.01% Add +39.5% 1,071 $346K
Perpetual Ltd 0.00% Reduce -27.1% 1,065 $344K
Whalen Wealth Management Inc. 0.20% Reduce -70.6% 1,064 $344K
Crestwood Advisors Group, LLC 0.01% Reduce -2.9% 1,058 $342K
Cim Investment Management Inc. 0.09% Reduce -50.6% 1,053 $340K
Goelzer Investment Management, Inc. 0.02% Reduce -21.0% 1,052 $340K
Sompo Asset Management Co., Ltd. 0.06% Reduce -18.6% 1,050 $339K
Kelly Financial Group LLC 0.09% No change 1,040 $336K
Grey Ledge Advisors, LLC 0.08% Add +18.2% 1,037 $335K
Romano Brothers and Company 0.04% No change 1,036 $335K
Berkshire Asset Management LLC 0.01% Reduce -27.8% 1,036 $335K
LGT Group Foundation 0.00% Reduce -35.7% 1,001 $333K
CWA Asset Management Group, LLC 0.01% Add +80.5% 1,029 $333K
Natural Investments, LLC 0.08% Reduce -0.8% 1,022 $330K
Claris Financial LLC 0.19% New 1,021 $330K
Transamerica Financial Advisors, LLC 0.03% Add +65.3% 1,018 $329K
Advisors Capital Management, LLC 0.00% Reduce -23.6% 1,017 $329K
Simplicity Wealth,LLC 0.02% Reduce -81.7% 1,017 $329K
ICW Investment Advisors LLC 0.12% No change 1,015 $328K
Pines Wealth Management, LLC 0.11% Add +45.7% 1,011 $327K
Capital International Sarl 0.01% Reduce -48.9% 1,011 $327K
Gryphon Financial Partners LLC 0.04% Reduce -11.8% 1,006 $325K
Creekmur Asset Management LLC 0.05% Add +0.1% 1,005 $325K
Adams Wealth Management 0.07% No change 1,001 $323K
CacheTech Inc. 0.07% No change 1,001 $323K
Kuhn & Co Investment Counsel 0.26% No change 1,000 $323K
EntryPoint Capital, LLC 0.12% New 990 $320K
Scientech Research LLC 0.11% New 990 $320K
Edgestream Partners, L.P. 0.01% Reduce -68.7% 986 $319K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -17.8% 982 $317K
Trust Point Inc. 0.03% New 978 $316K
Farmers Trust Co. 0.05% No change 975 $315K
Cypress Wealth Services, LLC 0.05% Add +4.4% 972 $314K
First Financial Corp. 0.12% No change 971 $314K
Evergreen Capital Management LLC 0.01% Reduce -11.9% 970 $313K
Hengehold Capital Management LLC 0.03% Reduce -13.0% 966 $312K
First Financial Bank - Trust Division 0.03% No change 962 $311K
Hilltop Holdings Inc. 0.02% New 957 $309K
Savvy Advisors, Inc. 0.01% Add +17.2% 949 $307K
Marathon Capital Management 0.07% New 949 $307K
Optas, LLC 0.05% Add +66.7% 947 $306K
Systematic Alpha Investments, LLC 0.01% No change 947 $306K
Stillwater Capital Advisors, LLC 0.03% New 946 $306K
Wealthspire Advisors, LLC 0.00% Reduce -28.3% 942 $305K
Bell Investment Advisors, Inc 0.05% Reduce -7.6% 942 $304K
Brass Tax Wealth Management, Inc. 0.05% Add +0.4% 937 $303K
Sound Income Strategies, LLC 0.02% New 840 $301K
Western Wealth Management, LLC 0.02% Add +4.4% 930 $301K
Capital Investment Advisors, LLC 0.00% Add +19.5% 927 $300K
First Western Trust Bank 0.01% Reduce -6.2% 927 $300K
LongView Wealth Management 0.08% Add +12.0% 926 $299K
AdvisorNet Financial, Inc 0.02% Add +41.2% 925 $299K
Qtron Investments LLC 0.04% Reduce -46.4% 924 $299K
Circle Wealth Management, LLC 0.01% Add +6.0% 922 $298K
Baxter Bros Inc. 0.03% New 921 $298K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -12.0% 915 $296K
Resonant Capital Advisors, LLC 0.02% Reduce -7.2% 912 $295K
Everett Harris & Co. 0.00% Reduce -7.2% 911 $294K
Revisor Wealth Management LLC 0.10% Add +8.5% 819 $293K
Wealth Advisory Solutions, LLC 0.07% No change 907 $293K
Palisades Hudson Asset Management, L.P. 0.11% No change 906 $293K
Disciplined Investors, L.L.C. 0.21% No change 904 $292K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.15% Add +28.6% 900 $291K
Regatta Capital Group, LLC 0.05% Reduce -13.7% 898 $290K
Elser Financial Planning, Inc 0.35% Reduce -2.9% 853 $290K
Campion Asset Management 0.21% Reduce -2.2% 895 $289K
Chicago Partners Investment Group LLC 0.01% Reduce -3.5% 847 $288K
Jackson Thornton Wealth Management, LLC 0.03% New 792 $287K
Covestor Ltd 0.16% Add +81.6% 886 $286K
Compound Planning, Inc. 0.01% Add +16.9% 884 $286K
Keel Point, LLC 0.02% Reduce -40.6% 884 $286K
Drucker Wealth 3.0, LLC 0.05% Reduce -41.3% 879 $284K
Retirement Planning Group, LLC / NY 0.21% Add +0.5% 878 $284K
Latitude Advisors, LLC 0.13% Reduce -2.0% 873 $282K
Hilltop Partners LLC 0.08% No change 869 $281K
Alliance Wealth Advisors, LLC 0.14% Add +10.0% 868 $280K
Evoke Wealth, LLC 0.01% Add +39.5% 862 $279K
Turtle Creek Wealth Advisors, LLC 0.02% New 858 $277K
Midwest Trust Co 0.00% Reduce -46.7% 858 $277K
PBMares Wealth Management LLC 0.04% No change 858 $277K
Cynosure Group, LLC 0.03% No change 856 $277K
Private Wealth Asset Management, LLC 0.03% Add +1.3% 853 $276K
First Foundation Advisors 0.01% Reduce -5.6% 843 $272K
Torrey Growth & Income Advisors 0.08% — 839 $271K
Samalin Investment Counsel, LLC 0.09% Reduce -7.6% 836 $270K
Trivium Point Advisory, LLC 0.03% Add +32.8% 835 $270K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% Reduce -10.3% 828 $268K
SBI Securities Co., Ltd. 0.01% Add +159.3% 827 $267K
Beese Fulmer Investment Management, Inc. 0.02% No change 825 $267K
Signet Financial Management, LLC 0.03% Reduce -1.9% 824 $266K
Hudson Bay Capital Management LP 0.00% Reduce -80.0% 821 $265K
Foresight Global Investors, Inc. 0.16% New 819 $265K
FSM Wealth Advisors, LLC 0.04% Reduce -3.2% 815 $263K
Atlas Wealth LLC 0.11% No change 810 $262K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -12.1% 809 $261K
Fulton Bank, N.A. 0.01% Reduce -53.0% 807 $261K
Foster & Motley Inc. 0.01% Reduce -3.6% 804 $260K
HBK Sorce Advisory LLC 0.01% Add +4.3% 743 $260K
Crawford Investment Counsel Inc. 0.00% Add +10.0% 802 $259K
DLK Investment Management, LLC 0.10% New 800 $258K
Patton Albertson Miller Group, LLC 0.03% Reduce -66.9% 799 $258K
Fulton Breakefield Broenniman LLC 0.02% Reduce -2.2% 796 $257K
Schnieders Capital Management, Llc. 0.04% — 791 $256K
Accurate Wealth Management, LLC 0.03% Add +3.1% 729 $256K
Manchester Capital Management LLC 0.03% Reduce -3.3% 789 $255K
Everpar Advisors LLC 0.10% New 789 $255K
Waterloo Capital, L.P. 0.02% Add +9.6% 786 $254K
Larson Financial Group LLC 0.01% Add +9.3% 784 $253K
Alpha Omega Wealth Management LLC 0.04% Reduce -11.4% 780 $252K
Red Door Wealth Management, LLC 0.03% New 779 $252K
Bank of Nova Scotia Trust Co. 0.02% New 778 $251K
Pettinga Financial Advisors LLC 0.05% No change 775 $251K
Gladstone Institutional Advisory LLC 0.01% Add +15.8% 775 $250K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -27.3% 775 $250K
Ignite Planners, LLC 0.04% Reduce -0.1% 774 $250K
Capital Analysts, LLC 0.01% Add +33.6% 772 $250K
Dover Advisors, LLC 0.10% No change 773 $250K
Basepoint Wealth LLC 0.18% Reduce -14.6% 770 $249K
Financial Advisors Network, Inc. 0.04% No change 770 $249K
Rockland Trust Co. 0.01% Add +0.4% 770 $249K
Truepoint, Inc. 0.01% Reduce -5.5% 770 $249K
Altfest L J & Co. Inc. 0.03% No change 767 $248K
First Bank & Trust 0.04% Reduce -10.8% 767 $248K
Atlatl Advisers LLC 0.10% Reduce -12.0% 765 $247K
Ascent Wealth Partners, LLC 0.03% Reduce -3.5% 765 $247K
Forefront Wealth Partners, LLC 0.06% Reduce -17.9% 763 $247K
Creative Financial Designs Inc. 0.02% Reduce -0.4% 761 $246K
Keynote Financial Services LLC 0.15% Reduce -0.7% 760 $246K
Symphony Financial, Ltd. Co. 0.03% Reduce -71.0% 763 $245K
IFP Advisors, Inc 0.01% Add +7.4% 756 $244K
Cary Street Partners Investment Advisory LLC 0.10% Reduce -6.0% 754 $244K
Riverbend Wealth Management, LLC 0.17% Add +9.1% 754 $244K
Providence First Trust Co 0.08% No change 753 $243K
Freestone Capital Holdings, LLC 0.01% Reduce -34.3% 751 $243K
Cromwell Holdings LLC 0.13% Reduce -1.6% 750 $242K
Stonegate Investment Group, LLC 0.01% Add +42.5% 748 $242K
SummitTX Capital, L.P. 0.01% Reduce -69.3% 746 $241K
Dean Investment Associates, LLC 0.03% Reduce -2.3% 739 $239K
Lakeridge Wealth Management LLC 0.11% Add +0.4% 738 $238K
KFG Wealth Management, LLC 0.03% Reduce -15.1% 738 $238K
Deseret Mutual Benefit Administrators 0.10% Add +31.7% 736 $238K
Harbor Group, Inc. 0.04% Add +8.8% 733 $237K
Medallion Wealth Advisors, LLC 0.08% No change 733 $237K
Beck Mack & Oliver LLC 0.00% Reduce -21.1% 731 $236K
East Coast Asset Management, LLC. 0.07% No change 730 $236K
Choate Investment Advisors 0.00% Reduce -6.7% 726 $235K
Prudent Man Advisors, LLC 0.09% Reduce -42.9% 719 $232K
Herold Advisors, Inc. 0.05% Reduce -2.8% 719 $232K
Hantz Financial Services, Inc. 0.00% Add +158.8% 717 $232K
BNP Paribas 0.01% No change 716 $231K
Certuity, LLC 0.02% Reduce -2.6% 716 $231K
Clark Capital Management Group, Inc. 0.00% Reduce -3.6% 714 $231K
Catalyst Financial Partners LLC 0.03% Reduce -41.9% 714 $231K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.6% 710 $229K
Prosperity Consulting Group, LLC 0.01% Add +24.8% 710 $229K
SwitchPoint Financial Planning, LLC 0.16% Reduce -0.3% 702 $227K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.8% 701 $227K
Capital Management Corp. 0.04% No change 700 $226K
Meyer Handelman Co. 0.01% No change 700 $226K
Strategic Advisors LLC 0.04% Reduce -1.1% 697 $225K
Strategic Blueprint, LLC 0.01% New 689 $223K
SJS Investment Consulting Inc. 0.03% Add +1.6% 688 $222K
Aldebaran Financial Inc. 0.22% Add +0.1% 686 $222K
Patton Fund Management, Inc. 0.04% New 685 $221K
Whalerock Point Partners, LLC 0.04% No change 682 $220K
Rik Saylor Financial, Inc. 0.16% No change 680 $220K
AXS Investments LLC 0.07% New 678 $219K
Astoria Portfolio Advisors LLC. 0.06% Reduce -37.7% 604 $219K
Pathway Financial Advisers, LLC 0.06% Add +0.1% 678 $219K
Syverson Strege & Co 0.05% Reduce -24.9% 671 $217K
Continuum Advisory, LLC 0.02% Reduce -17.9% 669 $216K
Fort Point Capital Partners LLC 0.03% Add +7.0% 668 $216K
Stanley-Laman Group, Ltd. 0.03% Reduce -92.0% 666 $215K
Premier Path Wealth Partners, LLC 0.03% Reduce -11.8% 660 $213K
Venture Visionary Partners LLC 0.01% Reduce -42.7% 657 $213K
Parkside Financial Bank & Trust 0.02% Reduce -7.0% 653 $211K
HFG Advisors, Inc. 0.16% Add +0.5% 652 $211K
Nations Financial Group Inc, /Ia/ 0.01% Reduce -9.9% 652 $211K
First County Bank 0.11% Reduce -9.7% 650 $210K
Cherokee Insurance Co 0.09% No change 650 $210K
Hartford Funds Management Co LLC 0.02% Reduce -14.6% 646 $209K
Seneca House Advisors 0.08% Reduce -0.9% 648 $209K
DT Investment Partners, LLC 0.02% No change 644 $208K
Kellett Wealth Advisors, LLC 0.13% No change 643 $208K
Kaufman Rossin Wealth, LLC 0.11% New 642 $207K
MBM Wealth Consultants, LLC 0.05% Reduce -1.2% 641 $207K
Ridgecrest Wealth Partners, LLC 0.09% No change 640 $207K
IHT Wealth Management, LLC 0.01% Reduce -12.2% 640 $207K
Vantage Financial Partners, LLC 0.04% Add +0.5% 639 $207K
Harbour Capital Advisors, LLC 0.04% Add +0.3% 577 $206K
Shoker Investment Counsel, Inc. 0.06% No change 638 $206K
Elm Partners Management LLC 0.01% New 637 $206K
McLean Asset Management Corp 0.04% Reduce -20.7% 587 $205K
Convergence Investment Partners, LLC 0.05% Add +10.3% 634 $205K
CYBER HORNET ETFs LLC 0.13% Add +3.4% 631 $204K
Addison Capital Co 0.06% No change 628 $203K
Formidable Asset Management, LLC 0.03% Add +2.4% 522 $203K
Abacus Planning Group, Inc. 0.03% Reduce -35.9% 628 $203K
Arete Wealth Advisors, LLC 0.01% Add +4.5% 625 $202K
Washington Capital Management, Inc. 0.14% No change 625 $202K
Godshalk Welsh Capital Management, Inc. 0.12% Reduce -3.9% 625 $202K
Fire Capital Management LLC 0.12% No change 625 $202K
First National Trust Co 0.01% Reduce -6.7% 625 $202K
Requisite Capital Management, LLC 0.03% New 623 $201K
Sentry Investment Management LLC 0.13% Reduce -28.9% 555 $201K
Bradley Foster & Sargent Inc. 0.00% No change 622 $201K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -79.2% 622 $201K
Prestige Wealth Management Group LLC 0.04% Reduce -0.3% 620 $200K
Indiana Trust & Investment Management Co 0.06% No change 619 $200K
Key Financial Inc 0.04% Reduce -17.4% 586 $195K
Board of the Pension Protection Fund 0.19% New 600 $194K
Curat Global, LLC 0.18% No change 600 $193K
Rise Advisors, LLC 0.06% Add +0.2% 559 $181K
Addison Advisors LLC 0.04% Reduce -15.4% 544 $176K
New England Capital Financial Advisors LLC 0.07% Add +0.4% 543 $175K
CoreCap Advisors, LLC 0.01% Add +12.7% 525 $170K
City Holding Co. 0.02% No change 515 $166K
North Star Investment Management Corp. 0.01% Add +0.4% 513 $166K
Mather Group, Llc. 0.00% New 513 $166K
CVA Family Office, LLC 0.02% Reduce -17.6% 512 $165K
Volterra Technologies LP 0.10% Reduce -70.2% 480 $155K
Versant Capital Management, Inc 0.02% Add +36.7% 477 $154K
Zions Bancorporation, National Association 0.01% Reduce -24.0% 459 $148K
Roxbury Financial LLC 0.13% Add +0.5% 447 $144K
First Horizon Corp. 0.01% — 440 $142K
Westfuller Advisors, LLC 0.06% New 423 $137K
State of Wyoming 0.02% Add +29.1% 422 $136K
Arlington Trust Co LLC 0.02% No change 390 $126K
Summit Securities Group LLC 0.04% Add +154.6% 387 $125K
HM Payson & Co. 0.00% Reduce -27.8% 380 $123K
Hartford Financial Management Inc. 0.03% No change 380 $123K
Archer Investment Corp 0.03% No change 378 $122K
Center for Financial Planning, Inc. 0.01% No change 375 $121K
Delta Asset Management LLC 0.01% No change 370 $120K
Saranac Partners Ltd 0.02% New 355 $115K
Avalon Trust Co 0.01% Add +0.6% 352 $114K
Ramirez Asset Management, Inc. 0.02% Reduce -90.4% 350 $113K
Ameritas Advisory Services, LLC 0.01% Reduce -65.7% 348 $112K
Essential Partners LLC 0.03% Add +1610.5% 325 $105K
Banque de Luxembourg S.A. 0.05% New 310 $100K
Raleigh Capital Management Inc. 0.04% Add +9.3% 304 $98K
Crowley Wealth Management, Inc. 0.08% No change 300 $97K
Mechanics Financial Corp 0.04% No change 300 $97K
MV Capital Management, Inc. 0.01% Add +1.4% 295 $95K
Heartwood Wealth Advisors LLC 0.01% New 287 $93K
Harbor Investment Advisory, LLC 0.01% Reduce -16.2% 285 $92K
Ofi Invest Asset Management 0.00% Add +42.1% 334 $92K
Investors Research Corp 0.02% No change 282 $91K
Caldwell Trust Co 0.01% No change 280 $90K
Harbor Asset Planning, Inc. 0.08% No change 276 $89K
Smithfield Trust Co 0.00% Reduce -36.0% 272 $89K
Rothschild Investment LLC 0.01% Reduce -18.8% 272 $88K
Spire Wealth Management 0.00% Reduce -6.6% 270 $87K
Valley National Advisers Inc. 0.01% Reduce -20.5% 271 $87K
Colonial Trust Advisors 0.01% No change 269 $87K
MCF Advisors LLC 0.01% Add +3.1% 267 $86K
Oakworth Capital, Inc. 0.00% Add +7.8% 264 $85K
Silvant Capital Management LLC 0.00% No change 257 $83K
Clearstead Trust, LLC 0.01% Reduce -3.8% 253 $82K
Trust Co 0.01% No change 252 $81K
Capital Advisors, Ltd. LLC 0.01% Add +21.8% 251 $81K
West Oak Capital, LLC 0.04% No change 250 $81K
Monetary Management Group Inc. 0.02% No change 250 $81K
Salomon & Ludwin, LLC 0.01% Add +70.9% 229 $80K
Evolution Advisers, Inc. 0.04% No change 236 $78K
2UniFi Bank 0.04% No change 241 $78K
HFM Investment Advisors, LLC 0.03% Reduce -0.4% 241 $78K
Wiser Advisor Group LLC 0.09% New 232 $75K
Stuart Chaussee & Associates, Inc. 0.02% Reduce -26.8% 232 $75K
Washington Trust Advisors, Inc. 0.01% Reduce -26.3% 230 $74K
Cohen & Steers, Inc. 0.00% No change 220 $71K
Kozak & Associates, Inc. 0.01% Reduce -41.2% 211 $70K
Caitong International Asset Management Co., Ltd 0.05% Add +16.1% 209 $68K
Ogorek Anthony Joseph /NY/ 0.02% Add +12.4% 209 $67K
JFS Wealth Advisors, LLC 0.00% Reduce -9.3% 196 $63K
Quarry LP 0.02% New 193 $62K
Golden State Wealth Management, LLC 0.01% Reduce -2.1% 189 $61K
GW&K Investment Management, LLC 0.00% Reduce -14.8% 185 $60K
Valley Wealth Managers, Inc. 0.00% No change 175 $57K
Hemington Wealth Management 0.01% Reduce -19.4% 174 $56K
Trust Co. of Vermont 0.00% No change 172 $56K
Hanson & Doremus Investment Management 0.01% Reduce -3.4% 170 $55K
American National Bank & Trust 0.01% No change 170 $55K
Compound Global Advisors, LLC 2.88% No change 164 $53K
Stephens Consulting, LLC 0.02% Reduce -2.4% 164 $53K
First Command Advisory Services, Inc. 0.00% Reduce -27.4% 162 $52K
Pilgrim Partners Asia Pte Ltd 0.02% — 160 $52K
City State Bank 0.01% No change 160 $52K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -21.5% 153 $49K
Coston, McIsaac & Partners 0.01% No change 150 $48K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -6.8% 137 $44K
Financial Perspectives, Inc 0.01% No change 135 $44K
Lanark Financial, Inc. 0.00% Reduce -10.0% 135 $44K
Main Street Group, LTD 0.01% Reduce -45.5% 132 $43K
Ancora Advisors LLC 0.00% Reduce -44.3% 132 $43K
Concord Wealth Partners 0.01% Reduce -79.8% 122 $39K
Syntax Research, Inc. 0.03% Reduce -96.0% 121 $39K
True Wealth Design, LLC 0.01% Add +431.8% 117 $38K
Pinnacle Bancorp, Inc. 0.01% Reduce -9.4% 115 $37K
AllSquare Wealth Management LLC 0.02% No change 110 $36K
Trust Co. of Toledo NA 0.00% No change 110 $36K
Bogart Wealth, LLC 0.00% Add +7.1% 105 $34K
IAG Wealth Partners, LLC 0.00% No change 104 $34K
Bruce G. Allen Investments, LLC 0.02% Reduce -69.4% 102 $33K
Lavaca Capital LLC 0.01% No change 100 $32K
Arcadia Investment Management Corp. 0.01% No change 100 $32K
Motco 0.00% Add +334.8% 100 $32K
Park Place Capital Corp 0.01% Reduce -36.0% 96 $31K
Crews Bank & Trust 0.00% No change 93 $30K
Truvestments Capital LLC 0.01% Reduce -47.6% 88 $28K
Rossby Financial, LCC 0.01% Add +110.0% 84 $28K
Activest Wealth Management 0.01% Add +66.7% 85 $27K
Physician Wealth Advisors, Inc. 0.00% Add +331.6% 82 $26K
Richardson Financial Services Inc. 0.02% Add +33.3% 80 $26K
Vermillion & White Wealth Management Group, LLC 0.01% No change 76 $25K
General Partner, Inc. 0.01% No change 75 $24K
Mascoma Wealth Management LLC 0.01% No change 75 $24K
Scarborough Advisors, LLC 0.00% No change 75 $24K
Farmers & Merchants Investments Inc. 0.00% No change 75 $24K
WealthCollab, LLC 0.01% Reduce -36.8% 74 $24K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -17.8% 74 $24K
North Capital, Inc. 0.02% Reduce -13.3% 72 $23K
Montag A & Associates Inc. 0.00% Reduce -69.1% 72 $23K
Fortitude Family Office, LLC 0.01% Reduce -77.0% 71 $23K
Piscataqua Savings Bank 0.02% No change 69 $22K
Abound Wealth Management 0.01% Reduce -13.0% 67 $22K
Longview Financial Advisors LLC 0.01% No change 66 $21K
Godsey & Gibb, Inc. 0.00% No change 66 $21K
Fairscale Capital, LLC 0.01% No change 65 $21K
Root Financial Partners, LLC 0.00% New 64 $21K
Capula Management Ltd 0.00% Reduce -74.7% 63 $20K
Strive Asset Management, LLC 0.01% New 62 $20K
Princeton Global Asset Management LLC 0.00% No change 61 $20K
Alerus Financial NA 0.00% No change 61 $20K
TD Capital Management LLC 0.00% Add +1.7% 61 $20K
Accredited Wealth Management, LLC 0.01% Add +45.6% 83 $18K
Fourth Dimension Wealth, LLC 0.01% No change 57 $18K
Financial Management Professionals, Inc. 0.00% Reduce -10.9% 57 $18K
Hopwood Financial Services, Inc. 0.01% Reduce -29.1% 56 $18K
Flagship Wealth Advisors, LLC 0.01% Reduce -20.0% 56 $18K
Boyd Watterson Asset Management LLC 0.01% No change 56 $18K
Foster Dykema Cabot & Partners, LLC 0.00% No change 56 $18K
Palisade Asset Management, LLC 0.00% New 54 $17K
Plante Moran Financial Advisors, LLC 0.00% Reduce -3.6% 54 $17K
Jackson, Grant Investment Advisers, Inc. 0.01% Reduce -51.4% 53 $17K
Kilter Group LLC 0.01% Add +147.6% 52 $17K
Albion Financial Group 0.00% No change 52 $17K
Financial Consulate, Inc. 0.00% New 51 $16K
Vermillion Wealth Management, Inc. 0.00% No change 51 $16K
Bank & Trust Co 0.01% No change 50 $16K
Berbice Capital Management LLC 0.01% New 50 $16K
Bfsg, LLC 0.00% No change 50 $16K
Howard Hughes Medical Institute 0.01% Reduce -2.0% 49 $16K
Noble Wealth Management PBC 0.01% — 49 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 49 $16K
ORG Partners LLC 0.00% Reduce -10.9% 49 $16K
West Branch Capital LLC 0.00% New 48 $16K
KERR FINANCIAL PLANNING Corp 0.02% — 46 $15K
WPG Advisers, LLC 0.01% Reduce -34.7% 47 $15K
Raffa Wealth Management, LLC 0.00% Add +9.3% 47 $15K
Texas Capital Bancshares Inc 0.01% New 45 $15K
Citizens National Bank Trust Department 0.00% No change 45 $15K
Davis Capital Management 0.01% — 43 $14K
Aventura Private Wealth, LLC 0.01% Add +138.9% 43 $14K
Kentucky Trust Co 0.01% No change 40 $13K
DHJJ Financial Advisors, Ltd. 0.00% No change 39 $13K
Cornerstone Planning Group LLC 0.00% Add +77.3% 39 $13K
Avion Wealth 0.00% Reduce -11.4% 39 $12K
Tortoise Investment Management, LLC 0.00% Add +15.6% 37 $12K
SIMA Wealth Partners, LLC 0.01% No change 36 $12K
Rialto Wealth Management, LLC 0.00% No change 36 $12K
Beaird Harris Wealth Management, LLC 0.00% Reduce -22.7% 34 $11K
MTM Investment Management, LLC 0.00% No change 32 $10K
Highline Wealth Partners LLC 0.00% Add +181.8% 31 $10K
Proffitt & Goodson Inc. 0.00% No change 31 $10K
HHM Wealth Advisors, LLC 0.00% No change 31 $10K
High Note Wealth, LLC 0.00% Reduce -17.1% 29 $9K
Tompkins Financial Corp. 0.00% No change 29 $9K
Caitlin John, LLC 0.01% New 27 $9K
Northwest Capital Management Inc 0.01% No change 26 $8K
Private Wealth Management Group, LLC 0.00% Reduce -63.2% 25 $8K
Tsfg, LLC 0.00% New 25 $8K
Orion Capital Management LLC 0.00% No change 23 $7K
First United Bank & Trust 0.00% No change 22 $7K
Crewe Advisors LLC 0.00% No change 22 $7K
Marquette Asset Management, LLC 0.00% New 21 $7K
Redwood Park Advisors LLC 0.00% No change 20 $7K
Aspect Partners, LLC 0.00% Reduce -33.3% 20 $6K
Bank of New Hampshire 0.00% Reduce -71.4% 20 $6K
Bare Financial Services, Inc 0.00% No change 19 $6K
N.E.W. Advisory Services LLC 0.00% New 19 $6K
Alphadyne Asset Management LP 0.00% New 16 $5K
Mark Sheptoff Financial Planning, LLC 0.00% No change 16 $5K
Stone House Investment Management, LLC 0.00% No change 16 $5K
Trifecta Capital Advisors, LLC 0.00% No change 16 $5K
Penserra Capital Management LLC 0.00% No change 18 $5K
Wolff Wiese Magana LLC 0.00% Add +50.0% 15 $5K
Dogwood Wealth Management LLC 0.00% Add +16.7% 14 $5K
Cherry Tree Wealth Management, LLC 0.00% No change 14 $5K
Hollencrest Capital Management 0.00% No change 14 $5K
PFS Partners, LLC 0.00% No change 13 $4K
Principia Wealth Advisory, LLC 0.00% Add +44.4% 13 $4K
Catherine Avery Investment Management LLC 0.00% No change 13 $4K
FSA Wealth Management LLC 0.00% No change 13 $4K
Rakuten Securities, Inc. 0.00% Add +1200.0% 13 $4K
Fortis Group Advisors, LLC 0.00% No change 13 $4K
Sunbelt Securities, Inc. 0.00% Reduce -55.2% 13 $4K
S&T Bank 0.00% Add +550.0% 13 $4K
Hughes Financial Services, LLC 0.00% Add +44.4% 13 $4K
Elevation Wealth Partners, LLC 0.00% Add +0.0% 12 $4K
CoreFirst Bank & Trust 0.00% No change 12 $4K
Guerra Advisors Inc 0.00% New 12 $4K
Evelyn Partners Asset Management Ltd 0.00% Add +200.0% 12 $4K
Webster Bank, N. A. 0.00% New 12 $4K
Clark Wealth Partners 0.00% Reduce -8.3% 11 $4K
CNB Bank 0.00% Reduce -50.0% 11 $4K
JPL Wealth Management, LLC 0.00% New 10 $3K
Binnacle Investments Inc 0.00% Add +11.1% 10 $3K
Carolina Wealth Advisors, LLC 0.00% No change 9 $3K
South Plains Financial, Inc. 0.00% No change 9 $3K
Grey Fox Wealth Advisors, LLC 0.00% New 8 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 8 $3K
IMG Wealth Management, Inc. 0.00% No change 8 $3K
Ameriflex Group, Inc. 0.00% New 8 $3K
Core Alternative Capital 0.00% Reduce -91.2% 8 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 7 $2K
Global Wealth Strategies & Associates 0.00% No change 7 $2K
Hoey Investments, Inc. 0.00% No change 7 $2K
WestEnd Advisors, LLC 0.00% Reduce -30.0% 7 $2K
Cloud Capital Management, LLC 0.00% New 8 $2K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -61.5% 5 $2K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -77.8% 6 $2K
Nvwm, LLC 0.00% No change 6 $2K
DecisionPoint Financial, LLC 0.00% No change 5 $2K
Dunhill Financial, LLC 0.00% Reduce -58.3% 5 $2K
PayPay Securities Corp 0.06% Add +25.0% 5 $2K
Strengthening Families & Communities, LLC 0.00% New 5 $2K
American Capital Advisory, LLC 0.00% Add +25.0% 5 $2K
Raelipskie Partnership 0.00% No change 5 $2K
Wealth Watch Advisors, INC 0.00% New 5 $2K
JNBA Financial Advisors 0.00% No change 5 $2K
Valued Wealth Advisors LLC 0.00% No change 4 $1K
Quaker Wealth Management, LLC 0.00% Reduce -20.0% 4 $1K
Financial Network Wealth Advisors LLC 0.00% No change 4 $1K
Measured Wealth Private Client Group, LLC 0.00% New 4 $1K
Glen Eagle Advisors, LLC 0.00% No change 4 $1K
Picton Mahoney Asset Management 0.00% No change 2 $1K
TFC Financial Management, Inc. 0.00% Reduce -62.5% 3 $971
Retirement Wealth Solutions LLC 0.00% New 3 $970
New Millennium Group LLC 0.00% Reduce -50.0% 3 $969
SOA Wealth Advisors, LLC. 0.00% No change 2 $683
Winnacle Wealth LLC 0.00% New 2 $648
Legacy Wealth Managment, LLC 0.00% No change 2 $647
Breakwater Investment Management 0.00% New 2 $647
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 2 $646
Bay Harbor Wealth Management, LLC 0.00% Reduce -85.7% 2 $646
Financial Gravity Asset Management, Inc. 0.00% — 2 $646
Country Trust Bank 0.00% Reduce -66.7% 2 $646
Frazier Financial Advisors, LLC 0.00% Reduce -80.0% 1 $373
Seneschal Advisors, LLC 0.00% New 1 $324
First Pacific Financial 0.00% New 1 $324
Imprint Wealth LLC 0.00% — 1 $323
Evolution Wealth Management Inc. 0.00% Reduce -75.0% 1 $323

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