Elevance HealthELV

13F holders, Q2 2026 (June 30)
1,610holders +139
247new positions
100sold out
13famous investors
$385.64avg. 13F price*

At the end of Q2 2026, 1,610 institutions reported holding Elevance Health Inc. (ELV) in their 13F filings, up 139 from Q1 2026. 247 opened new positions and 100 sold out. The largest holders were BlackRock, Inc. ($7.3B), Vanguard Capital Management LLC ($5.4B) and State Street Corp. ($4.0B). 13 famous investors held it, including Seth Klarman (9.1% of Baupost Group's portfolio), Glenn Greenberg (8.2% of Brave Warrior Advisors's portfolio) and Bill Nygren (2.5% of Harris Associates (Oakmark Funds)'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions247$980.4M
Exits100$462.7M

All 13F filers, Q1 2026 → Q2 2026: 16,702,609 shares bought and 16,251,248 shares sold, net +451,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,610 holders

BlackRock, Inc. 0.11% Reduce -4.5% 18,991,090 $7.3B
Vanguard Capital Management LLC 0.12% Reduce -2.0% 14,058,204 $5.4B
State Street Corp. 0.12% Add +1.3% 10,426,610 $4.0B
Wellington Management Group LLP 0.62% Add +12.0% 9,213,513 $3.6B
Vanguard Portfolio Management LLC 0.11% Reduce -2.2% 6,214,356 $2.4B
Sanders Capital, LLC 2.26% Reduce -1.2% 5,825,024 $2.3B
Geode Capital Management, LLC 0.11% Reduce -0.5% 5,166,124 $2.0B
Harris Associates (Oakmark Funds) 2.53% Add +2.7% 4,924,511 $1.9B
Artisan Partners Limited Partnership 2.89% Reduce -10.7% 4,581,222 $1.8B
Invesco Ltd. 0.13% Reduce -12.1% 4,234,231 $1.6B
First Eagle Investment Management, LLC 2.67% Add +1.4% 4,188,196 $1.6B
T. Rowe Price Associates Inc. 0.16% Reduce -15.4% 4,014,991 $1.6B
Norges Bank 0.15% — 3,958,856 $1.5B
Bank of New York Mellon Corp 0.20% Add +13.3% 3,222,787 $1.2B
FMR LLC 0.05% Add +58.5% 3,131,652 $1.2B
Morgan Stanley 0.05% Reduce -0.9% 2,605,764 $1.0B
Northern Trust Corp. 0.10% Reduce -2.0% 2,114,986 $817.9M
Citigroup Inc. 0.38% Add +777.9% 2,096,863 $810.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Reduce -18.0% 2,065,537 $798.8M
Hotchkis & Wiley Capital Management LLC 2.27% Reduce -8.0% 2,016,200 $779.7M
Goldman Sachs Group Inc. 0.08% Add +35.9% 2,005,613 $775.6M
Nuveen, LLC 0.18% Add +1.5% 1,989,863 $769.5M
Massachusetts Financial Services Co. 0.24% Reduce -13.4% 1,935,880 $749.4M
Bank of America Corp. 0.04% Reduce -33.6% 1,806,267 $698.5M
Charles Schwab Investment Management Inc. 0.09% Add +1.9% 1,803,703 $697.5M
Legal & General Group Plc 0.14% Reduce -5.4% 1,780,232 $688.5M
GMO 1.47% Reduce -12.7% 1,691,671 $654.2M
Amundi 0.15% Reduce -39.0% 1,644,537 $636.0M
Dimensional Fund Advisors LP 0.11% Reduce -5.6% 1,554,359 $601.1M
Manufacturers Life Insurance Company, The 0.47% Reduce -26.5% 1,528,416 $591.1M
Eagle Capital Management LLC 1.76% Reduce -3.7% 1,491,409 $576.8M
SG Americas Securities, LLC 0.31% Add +72.3% 1,372,089 $530.6M
Arrowstreet Capital, Limited Partnership 0.23% Add +7.9% 1,323,163 $511.7M
Baupost Group 9.11% No change 1,275,154 $493.1M
Vanguard Fiduciary Trust Co. 0.10% Reduce -4.0% 1,193,336 $461.5M
Acadian Asset Management LLC 0.53% Add +444.9% 1,152,349 $445.6M
Baillie Gifford & Co. 0.38% Reduce -7.6% 1,083,237 $418.9M
JPMorgan Chase & Co. 0.02% Reduce -6.8% 997,214 $386.9M
Ruane, Cunniff & Goldfarb L.P. 5.89% Reduce -29.4% 979,598 $378.8M
Brave Warrior Advisors 8.23% Reduce -13.0% 976,885 $377.8M
Newport Trust Company, LLC 0.89% Reduce -3.1% 954,915 $369.3M
Deutsche Bank AG 0.11% Add +2.1% 943,054 $364.7M
Franklin Resources Inc. 0.08% Add +13.6% 933,040 $360.8M
1832 Asset Management L.P. 0.44% Add +18.6% 918,237 $355.1M
Citadel Advisors 0.20% Reduce -42.0% 906,386 $350.5M
Capital International Investors 0.06% Reduce -28.5% 751,772 $290.7M
UBS Group AG 0.05% Add +0.6% 739,833 $286.1M
ACR Alpine Capital Research, LLC 4.05% New 737,922 $285.4M
Millennium Management 0.20% Reduce -20.9% 727,561 $281.4M
Royal Bank of Canada 0.05% Add +40.3% 694,935 $268.8M
High Ground Investment Management LLP 23.09% Add +97.6% 679,904 $262.9M
Canada Pension Plan Investment Board 0.14% Add +164.6% 676,260 $261.5M
Qube Research & Technologies Ltd 0.28% Add +467.9% 640,181 $247.6M
Victory Capital Management Inc. 0.14% Add +135.1% 621,258 $240.3M
Swiss National Bank 0.13% Reduce -5.0% 619,580 $239.6M
Capitolis Liquid Global Markets LLC 1.03% Add +844.4% 614,190 $237.5M
National Pension Service 0.15% Reduce -0.5% 589,713 $228.1M
Beutel, Goodman & Co Ltd. 1.65% Reduce -34.8% 578,463 $223.7M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -5.2% 571,339 $221.0M
Allianz Asset Management GmbH 0.20% Add +3.8% 556,137 $215.1M
Russell Investments Group, Ltd. 0.19% Add +21.0% 555,321 $214.9M
Brown Advisory Inc. 0.32% Reduce -1.4% 532,916 $206.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +5.7% 532,437 $205.9M
HSBC Holdings PLC 0.10% Add +2.3% 522,886 $202.5M
Ninety One UK Ltd 0.44% Add +0.7% 508,280 $196.6M
Alliancebernstein L.P. 0.06% Reduce -2.7% 654,249 $191.5M
First Trust Advisors LP 0.11% Reduce -25.3% 490,016 $189.5M
Vanguard Global Advisers, LLC 0.09% Reduce -5.2% 474,890 $183.7M
Envestnet Asset Management Inc. 0.04% Add +6.5% 468,145 $181.0M
Focused Investors LLC 6.03% Reduce -9.4% 461,600 $178.5M
Barrow Hanley Mewhinney & Strauss LLC 0.53% Add +11.2% 452,636 $175.0M
DAVENPORT & Co LLC 0.87% Reduce -23.0% 441,940 $171.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.11% Reduce -3.1% 432,196 $167.1M
Veritas Asset Management LLP 2.98% Reduce -32.5% 428,672 $165.8M
AQR Capital Management 0.06% Add +34.0% 426,160 $164.4M
Barclays PLC 0.05% Reduce -49.5% 423,616 $163.8M
Rhumbline Advisers 0.12% Reduce -4.6% 418,359 $161.8M
FIL Ltd 0.12% Reduce -0.8% 416,341 $161.0M
California Public Employees Retirement System 0.09% Add +28.9% 407,537 $157.6M
Jupiter Topco LLC 0.06% — 394,480 $152.6M
CIBC Bancorp USA Inc. 0.18% Reduce -17.6% 381,188 $147.4M
Ameriprise Financial Inc. 0.03% Add +34.5% 377,950 $146.2M
Manning & Napier Advisors LLC 1.83% Reduce -22.7% 367,297 $142.5M
Canoe Financial LP 1.74% Reduce -1.0% 363,504 $140.6M
CANADA LIFE ASSURANCE Co 0.21% Reduce -7.5% 343,500 $132.6M
Yacktman Asset Management 1.63% Add +1.7% 339,985 $131.5M
California State Teachers Retirement System 0.11% Reduce -3.1% 320,688 $124.0M
Swedbank AB 0.10% Add +0.5% 302,501 $117.0M
Wells Fargo & Company 0.02% Reduce -16.3% 302,259 $116.9M
Assenagon Asset Management S.A. 0.15% Add +160.8% 299,374 $115.8M
M&G PLC 0.59% Reduce -0.3% 295,118 $114.2M
Quantinno Capital Management LP 0.14% Add +48.7% 292,027 $112.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.18% Reduce -1.0% 282,040 $112.9M
Aberdeen Group plc 0.15% Add +0.9% 281,024 $108.7M
Raymond James Financial Inc. 0.03% Reduce -23.0% 274,813 $106.3M
Bank of Nova Scotia 0.16% Add +10.2% 262,330 $101.5M
Principal Financial Group Inc. 0.05% Add +0.5% 259,766 $100.5M
DekaBank Deutsche Girozentrale 0.17% No change 343,263 $99.4M
Bank of Montreal 0.04% Add +12.7% 252,092 $97.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.77% New 249,722 $96.6M
Caisse de depot et placement du Quebec 0.13% Add +0.2% 244,147 $94.4M
Sound Shore Management Inc 2.90% New 243,452 $94.2M
New York State Common Retirement Fund 0.12% Reduce -21.4% 242,302 $93.7M
AMF Tjanstepension AB 0.55% No change 238,133 $92.1M
BNP Paribas Financial Markets 0.05% Reduce -47.1% 235,659 $91.1M
Mackenzie Financial Corp. 0.09% Add +221.1% 234,240 $90.6M
Royal London Asset Management Ltd. 0.17% Reduce -1.5% 231,694 $89.6M
Maj Invest Holding A/S 4.04% Reduce -11.6% 229,987 $88.9M
Pzena Investment Management LLC 0.25% Add +2.0% 224,575 $86.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Reduce -43.6% 222,083 $85.9M
Marathon Asset Management Ltd 3.45% Reduce -18.2% 219,490 $84.9M
Tidal Investments LLC 0.20% Add +3.5% 212,877 $82.3M
Renaissance Technologies 0.11% Add +1193.1% 201,373 $77.9M
Aviva PLC 0.11% Add +0.9% 199,336 $77.1M
Sei Investments Co. 0.07% Reduce -3.1% 198,139 $76.6M
Cerity Partners LLC 0.09% Add +104.0% 197,493 $76.4M
Natixis Advisors, LLC 0.08% Reduce -7.6% 195,156 $75.5M
TD Asset Management Inc 0.07% Add +15.7% 194,783 $75.3M
Maple Rock Capital Partners Inc. 1.45% Add +208.9% 191,500 $74.1M
Mawer Investment Management Ltd. 0.49% Reduce -0.9% 187,293 $72.4M
Freestone Grove Partners LP 0.47% Reduce -10.0% 186,427 $72.1M
State Board of Administration of Florida Retirement System 0.12% Reduce -5.5% 185,083 $71.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Add +13.9% 184,551 $71.4M
Orbis Allan Gray Ltd 0.24% No change 183,191 $70.8M
Jefferies Financial Group Inc. 0.66% Add +24.0% 180,619 $69.9M
Jones Financial Companies LLLP 0.03% Reduce -17.2% 175,144 $69.1M
Korea Investment CORP 0.13% Add +71.1% 178,295 $69.0M
Harvest Portfolios Group Inc. 0.97% Reduce -11.1% 177,890 $68.8M
LPL Financial LLC 0.02% Reduce -1.3% 175,397 $67.8M
New York State Teachers Retirement System 0.12% Reduce -5.1% 174,083 $67.3M
Alyeska Investment Group, L.P. 0.17% Add +131.8% 173,839 $67.2M
Robeco Institutional Asset Management B.V. 0.08% Add +77.6% 171,500 $66.3M
LSV Asset Management 0.12% Add +265.7% 170,814 $66.1M
APG Asset Management N.V. 0.16% Add +22.7% 195,211 $66.0M
Adage Capital Partners Gp, L.L.C. 0.09% Add +61.5% 170,687 $66.0M
Harding Loevner LP 0.61% Reduce -20.4% 168,707 $65.2M
Mitsubishi UFJ Trust & Banking Corp 0.14% Add +5.3% 166,969 $64.6M
Two Sigma Investments, LP 0.05% Add +12762.0% 162,061 $62.7M
National Bank of Canada 0.05% Reduce -48.3% 161,584 $62.5M
Northwestern Mutual Wealth Management Co. 0.03% Add +5.4% 161,362 $62.4M
Ensign Peak Advisors, Inc 0.10% Add +16.8% 160,623 $62.1M
ARGA Investment Management, LP 1.58% Reduce -22.0% 159,970 $61.9M
Assetmark, Inc. 0.11% Add +9.2% 158,971 $61.5M
Vulcan Value Partners, LLC 1.83% Reduce -47.5% 155,873 $60.3M
Prana Capital Management, LP 1.84% Reduce -32.0% 155,742 $60.2M
Prudential Financial Inc. 0.06% Add +24.2% 150,545 $58.2M
Munich Reinsurance Co Stock Corp in Munich 1.27% Reduce -45.2% 150,333 $58.1M
Hosking Partners LLP 1.93% Reduce -1.6% 150,011 $58.0M
Cambiar Investors LLC 2.43% Reduce -22.0% 144,954 $56.1M
Worldquant Millennium Advisors LLC 0.19% New 143,876 $55.6M
Federation des caisses Desjardins du Quebec 0.17% Add +5.4% 142,518 $55.1M
D. E. Shaw & Co. 0.04% Reduce -65.4% 140,324 $54.3M
Boston Partners 0.05% Reduce -3.3% 137,407 $53.2M
Susquehanna International Group, LLP 0.05% Reduce -11.2% 133,673 $51.7M
Vident Advisory, LLC 0.38% Add +12.6% 132,285 $51.2M
Schroder Investment Management Group 0.04% Add +28.7% 130,134 $50.3M
Panagora Asset Management Inc. 0.15% Add +1108.4% 129,055 $49.9M
Ceredex Value Advisors LLC 1.38% New 127,071 $49.1M
Pictet Asset Management Holding SA 0.05% Reduce -1.2% 124,701 $48.2M
Danske Bank A/S 0.09% Add +0.6% 122,658 $47.4M
Life Cycle Investment Partners Ltd 0.22% Add +1.2% 122,371 $47.3M
Seizert Capital Partners, LLC 1.93% Add +0.1% 120,942 $46.8M
Gotham Asset Management 0.11% Add +198.9% 119,007 $46.0M
Storebrand Asset Management As 0.11% Reduce -5.3% 118,626 $45.9M
PFA Pension, Forsikringsaktieselskab 0.12% Reduce -36.8% 118,351 $45.8M
State of Wisconsin Investment Board 0.09% Reduce -1.4% 117,378 $45.4M
Orbimed Advisors LLC 0.84% No change 114,700 $44.4M
Ilex Capital Partners (UK) LLP 0.90% New 113,556 $43.9M
Oppenheimer Asset Management Inc. 0.45% Add +1415.1% 111,584 $43.2M
Exchange Traded Concepts, LLC 0.21% Add +23.6% 110,965 $42.9M
Mariner, LLC 0.04% Add +62.4% 110,821 $42.9M
KLP Kapitalforvaltning As 0.14% Add +6.8% 110,158 $42.6M
Trajan Wealth LLC 1.56% Add +4.0% 106,831 $41.3M
Cetera Investment Advisers 0.04% Add +10.1% 106,790 $41.3M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -3.5% 105,237 $40.7M
Vanguard Investments Australia, Ltd. 0.10% Reduce -6.8% 103,267 $39.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.19% Reduce -2.8% 103,122 $39.9M
South Dakota Investment Council 0.67% Reduce -16.8% 100,835 $39.0M
Clark Capital Management Group, Inc. 0.21% Add +12247.1% 99,518 $38.5M
Asset Management One Co., Ltd. 0.10% Add +4.4% 99,321 $38.4M
Nomura Asset Management Co. Ltd. 0.08% Add +9.1% 97,724 $37.8M
Tredje AP-fonden 0.17% Add +47.1% 97,645 $37.8M
Coronation Fund Managers Ltd. 1.43% Add +30.1% 96,798 $37.4M
Public Employees Retirement System of Ohio 0.11% Reduce -5.5% 93,489 $36.2M
Treasurer of the State of North Carolina 0.09% Reduce -2.9% 92,482 $35.8M
Truist Financial Corp. 0.04% Reduce -8.1% 90,782 $35.1M
ZWJ Investment Counsel Inc. 1.12% Reduce -0.6% 89,795 $34.7M
State of Tennessee, Department of Treasury 0.10% Add +90.2% 87,634 $33.9M
Gateway Investment Advisers LLC 0.33% Add +0.3% 85,451 $33.0M
Nomura Asset Management International Inc. 0.05% Reduce -2.3% 84,968 $32.9M
Redwood Capital Management, LLC 3.56% No change 84,800 $32.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.20% Add +5.8% 84,760 $32.8M
HRT Financial LP 0.06% New 83,798 $32.4M
Commerce Bank 0.14% Reduce -9.7% 82,632 $32.0M
Teacher Retirement System of Texas 0.09% Add +367.1% 82,454 $31.9M
Credit Agricole S A 0.08% Add +258.9% 80,664 $31.2M
Handelsbanken Fonder AB 0.09% Add +7.8% 79,811 $30.9M
Huntington National Bank 0.20% Add +1311.9% 79,096 $30.6M
Toronto Dominion Bank 0.05% Reduce -1.9% 77,507 $30.0M
Nykredit A/S 0.11% — 77,041 $29.8M
Nisa Investment Advisors, LLC 0.09% Add +0.8% 75,113 $29.0M
Silvercrest Asset Management Group LLC 0.19% Reduce -0.3% 75,073 $29.0M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Reduce -49.7% 74,477 $28.8M
Resona Asset Management Co.,Ltd. 0.13% Reduce -9.4% 73,329 $28.4M
Stanley Capital Management, LLC 3.73% Add +24.4% 72,819 $28.2M
Summit Street Capital Management, LLC 3.91% Reduce -2.6% 72,040 $27.9M
Danica Pension, Livsforsikringsaktieselskab 0.44% Reduce -34.5% 71,955 $27.8M
Empire Life Investments Inc. 1.55% Reduce -3.8% 71,907 $27.8M
CIBC Asset Management Inc 0.06% Add +22.3% 71,829 $27.8M
State of New Jersey Common Pension Fund D 0.09% Reduce -6.0% 70,789 $27.4M
MML Investors Services, LLC 0.06% Add +10.8% 70,299 $27.2M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Reduce -5.5% 70,230 $27.2M
STRS Ohio 0.10% Reduce -6.2% 69,859 $27.0M
PNC Financial Services Group, Inc. 0.01% Add +11.3% 68,690 $26.6M
Professional Advisory Services Inc. 2.92% Reduce -10.7% 68,657 $26.6M
Rockland Trust Co. 1.04% Add +1.9% 68,467 $26.5M
Los Angeles Capital Management LLC 0.10% Add +182.0% 67,684 $26.2M
OMERS ADMINISTRATION Corp 0.16% Add +124.2% 67,483 $26.1M
Eurizon Capital SGR S.p.A. 0.07% Reduce -54.6% 67,351 $26.1M
Stifel Financial Corp. 0.02% Reduce -16.2% 67,077 $25.9M
CSM Advisors, LLC 0.55% New 66,878 $25.9M
Glenview Capital Management, LLC 0.51% New 66,599 $25.8M
AIA Group Ltd 0.32% Add +34.2% 66,004 $25.5M
C WorldWide Group Holding A/S 0.61% No change 65,000 $25.1M
American Century Companies Inc. 0.01% Add +23.3% 64,919 $25.1M
Squarepoint Ops LLC 0.05% Add +901.2% 64,879 $25.1M
Mn Services Vermogensbeheer B.V. 0.18% Reduce -27.5% 63,337 $24.5M
Illinois Municipal Retirement Fund 0.27% Add +0.6% 62,400 $24.1M
Deprince Race & Zollo Inc. 0.40% Reduce -44.5% 62,342 $24.1M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +21.3% 62,138 $24.0M
Jacobs Levy Equity Management, Inc. 0.09% Reduce -29.9% 62,115 $24.0M
State of Michigan Retirement System 0.11% Reduce -1.9% 61,951 $24.0M
SRS Investment Management, LLC 0.22% Add +4.0% 61,945 $24.0M
Czech National Bank 0.13% Add +2.8% 61,813 $23.9M
Arizona State Retirement System 0.12% Add +0.1% 60,953 $23.6M
KBC Group NV 0.05% Reduce -2.9% 60,914 $23.6M
Candriam S.C.A. 0.11% Add +65.2% 60,901 $23.5M
BI Asset Management Fondsmaeglerselskab A/S 0.19% Reduce -0.7% 64,291 $23.5M
Public Sector Pension Investment Board 0.06% Reduce -54.5% 59,411 $23.0M
Lakewood Capital Management, LP 1.19% Reduce -47.2% 59,350 $23.0M
Trexquant Investment LP 0.14% Add +27.9% 58,431 $22.6M
SEB Asset Management AB 0.08% Add +21.1% 57,612 $22.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.18% Reduce -21.1% 57,429 $22.2M
Vest Financial, LLC 0.23% Reduce -35.1% 56,627 $21.9M
Bellevue Group AG 0.46% Add +7.5% 56,449 $21.8M
Braidwell LP 0.80% Reduce -13.1% 53,960 $20.9M
Vontobel Holding Ltd. 0.07% Add +467.4% 53,640 $20.7M
Empowered Funds, LLC 0.11% Add +132.9% 53,343 $20.6M
Crossmark Global Holdings, Inc. 0.27% Add +1.2% 53,183 $20.6M
DDD Partners, LLC 1.29% New 53,145 $20.6M
Sterling Capital Management LLC 0.35% Add +47.5% 53,010 $20.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +55.7% 52,779 $20.4M
Focus Partners Wealth 0.02% Reduce -27.1% 52,563 $20.3M
Voya Investment Management LLC 0.02% Add +8.3% 52,526 $20.3M
Creative Planning 0.01% Add +93.3% 51,889 $20.1M
Janney Montgomery Scott LLC 0.04% Reduce -1.4% 51,785 $20.0M
AustralianSuper Pty Ltd 0.09% Add +407.7% 51,406 $19.9M
IFM Investors Pty Ltd 0.13% Add +4.9% 51,315 $19.8M
Integral Health Asset Management, LLC 0.79% Reduce -33.3% 50,000 $19.3M
Cibc World Market Inc. 0.03% Add +64.9% 49,749 $19.2M
Y-Intercept (Hong Kong) Ltd 0.38% Add +74.4% 49,698 $19.2M
MetLife Investment Management, LLC 0.09% Reduce -3.7% 49,683 $19.2M
Swiss Life Asset Management Ltd 0.08% Add +10.5% 48,988 $18.9M
OP Asset Management Ltd 0.20% Add +66.2% 48,667 $18.8M
Zurich Insurance Group Ltd 0.13% Add +531.2% 48,604 $18.8M
DNB Asset Management AS 0.05% Reduce -26.7% 48,254 $18.7M
Glenmede Trust Co. NA 0.08% Add +3.5% 48,182 $18.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -6.7% 47,965 $18.5M
Intesa Sanpaolo S.p.A. 0.65% Reduce -1.2% 47,004 $18.2M
Scotia Capital Inc. 0.07% Add +46.2% 46,470 $18.0M
Allen Mooney & Barnes Investment Advisors LLC 2.73% Reduce -6.5% 46,398 $17.9M
Howe & Rusling Inc. 1.03% Add +18.8% 45,974 $17.8M
Polar Capital Holdings Plc 0.05% Add +6.6% 45,685 $17.7M
Retirement Systems of Alabama 0.05% Reduce -2.7% 45,619 $17.6M
Lazard Asset Management LLC 0.03% Add +35.8% 44,962 $17.4M
Steigerwald, Gordon & Koch Inc. 1.72% Reduce -0.1% 44,876 $17.4M
Westwood Holdings Group Inc. 0.13% New 44,692 $17.3M
Sector Gamma As 3.73% Add +1.2% 44,499 $17.2M
Captrust Financial Advisors 0.03% Add +3.6% 44,169 $17.1M
Polaris Capital Management, LLC 1.60% Reduce -38.8% 43,824 $16.9M
Easterly Investment Partners LLC 0.86% Add +1.4% 43,512 $16.8M
Generali Asset Management SPA SGR 0.30% Add +129.0% 43,226 $16.7M
Osaic Holdings, Inc. 0.02% Add +2.4% 43,155 $16.7M
Hyperion Capital Advisors LP 7.49% Reduce -15.4% 42,924 $16.6M
US Bancorp \de 0.02% Reduce -9.8% 42,839 $16.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +3.2% 42,638 $16.5M
Varma Mutual Pension Insurance Co 0.09% Add +4.2% 42,582 $16.5M
Taikang Asset Management (Hong Kong) Co Ltd 1.49% Reduce -7.8% 42,344 $16.4M
Vinva Investment Management Ltd 0.11% New 41,681 $16.2M
Grafton Street Partners Management Company, LLC 8.90% Reduce -13.1% 41,691 $16.1M
Rockefeller Capital Management L.P. 0.02% Add +0.3% 41,556 $16.1M
Xponance LLC 0.10% Reduce -0.5% 41,309 $16.0M
Corient Private Wealth LP 0.02% Reduce -41.2% 41,278 $16.0M
Neuberger Berman Group LLC 0.01% Add +48.2% 40,958 $15.8M
Pinebridge Investments LLC 0.13% Add +588.2% 40,190 $15.5M
683 Capital Management, LLC 1.49% No change 40,000 $15.5M
Fifth Third Bancorp 0.03% Reduce -7.5% 39,993 $15.5M
Ofi Invest Asset Management 0.15% Add +5549.6% 45,592 $15.4M
Smith Salley Wealth Management 0.67% Add +0.5% 39,707 $15.4M
Daiwa Securities Group Inc. 0.03% Add +0.9% 39,673 $15.3M
Greatmark Investment Partners, Inc. 1.69% Add +2.5% 39,576 $15.3M
Vancity Investment Management Ltd 2.29% Add +7.3% 39,394 $15.2M
Pathstone Holdings, LLC 0.04% Add +25.0% 39,013 $15.1M
Vestcor Inc 0.37% Reduce -6.4% 38,715 $15.0M
Amalgamated Bank 0.10% Reduce -4.8% 38,513 $14.9M
USS Investment Management Ltd 0.06% No change 37,871 $14.6M
ExodusPoint Capital Management, LP 0.14% New 37,855 $14.6M
Moran Wealth Management, LLC 0.40% Add +1.2% 37,323 $14.4M
Auxier Asset Management LLC 1.85% Reduce -1.9% 35,687 $13.8M
NEOS Investment Management LLC 0.05% Add +14.0% 35,545 $13.7M
Elo Mutual Pension Insurance Co 0.18% Reduce -0.1% 35,533 $13.7M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -45.6% 34,065 $13.7M
Rhenman & Partners Asset Management AB 1.27% Add +8.1% 34,900 $13.5M
Cornerstone Advisors, LLC 0.44% Reduce -15.5% 34,721 $13.4M
Intech Investment Management LLC 0.12% Add +14.8% 34,626 $13.4M
ProShare Advisors LLC 0.02% Reduce -4.0% 34,560 $13.4M
Engineers Gate Manager LP 0.17% Add +133.7% 34,285 $13.3M
Ethic Inc. 0.17% Add +4.3% 34,237 $13.2M
Impax Asset Management Group plc 0.09% Add +12.8% 34,127 $13.2M
Canada Post Corp Registered Pension Plan 0.45% Reduce -5.6% 33,682 $13.0M
Advisors Asset Management, Inc. 0.20% Reduce -15.3% 33,121 $12.8M
Utah Retirement Systems 0.12% Reduce -8.8% 32,963 $12.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +7.6% 32,950 $12.7M
Steward Partners Investment Advisory, LLC 0.06% Add +0.2% 32,593 $12.6M
SouthState Bank Corp 0.52% Reduce -0.1% 32,452 $12.6M
Police & Firemen's Retirement System of New Jersey 0.09% Reduce -5.0% 32,435 $12.5M
New York Life Investment Management LLC 0.09% Reduce -1.4% 32,336 $12.5M
HighTower Advisors, LLC 0.01% Reduce -6.7% 32,278 $12.5M
Vanguard Personalized Indexing Management, LLC 0.10% Add +21.7% 31,866 $12.3M
B. Metzler seel. Sohn & Co. AG 0.10% Add +33.5% 31,408 $12.1M
Firetrail Investments PTY Ltd. 3.42% Reduce -2.5% 31,530 $12.1M
Cambridge Investment Research Advisors, Inc. 0.03% Add +10.4% 30,940 $12.0M
Atria Investments, Inc 0.12% Add +74.6% 30,858 $11.9M
O'shaughnessy Asset Management, LLC 0.06% Add +9.5% 30,738 $11.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +0.3% 30,587 $11.8M
Yousif Capital Management, LLC 0.13% Reduce -5.9% 30,222 $11.7M
Modera Wealth Management, LLC 0.12% Reduce -1.5% 30,119 $11.6M
Commonwealth Equity Services, LLC 0.01% Reduce -8.2% 29,924 $11.6M
North Growth Management Ltd. 1.48% Add +15.4% 30,000 $11.5M
Thrivent Financial for Lutherans 0.02% Add +10.5% 29,657 $11.5M
Mercer Global Advisors Inc. 0.01% Add +68.2% 29,634 $11.5M
Nissay Asset Management Corp. /Japan 0.05% Add +2.3% 29,485 $11.4M
Unison Asset Management LLC 4.58% Add +2.8% 29,175 $11.3M
ASR Vermogensbeheer N.V. 0.12% Add +12.9% 29,139 $11.3M
Jump Financial, LLC 0.11% New 28,976 $11.2M
Banque Pictet & Cie SA 0.11% Reduce -1.7% 28,606 $11.1M
Thompson Siegel & Walmsley LLC 0.20% Add +6.2% 28,502 $11.0M
Nordea Investment Management AB 0.01% Reduce -80.2% 28,031 $10.8M
Public Employees Retirement Association of Colorado 0.04% Reduce -2.6% 27,923 $10.8M
Van Den Berg Management I, Inc. 2.25% Reduce -2.1% 27,514 $10.6M
Man Group plc 0.02% Reduce -34.0% 27,447 $10.6M
Cullen/Frost Bankers, Inc. 0.10% Add +46.8% 27,444 $10.6M
Lowe Brockenbrough & Co. Inc. 0.46% Reduce -0.8% 26,779 $10.4M
State of Alaska, Department of Revenue 0.10% Reduce -4.5% 26,734 $10.3M
Oregon Public Employees Retirement Fund 0.11% Add +5.7% 26,708 $10.3M
ING Groep NV 0.05% Reduce -6.2% 26,700 $10.3M
ProVise Management Group, LLC 0.68% Add +0.0% 26,181 $10.1M
Cannell & Spears LLC 0.18% Add +10.5% 26,050 $10.1M
Cambria Investment Management, L.P. 0.49% New 25,763 $10.0M
Coppell Advisory Solutions LLC 0.83% New 58 $10.0M
Simplify Asset Management Inc. 0.14% New 25,577 $9.9M
Generate Investment Management Ltd 0.41% New 25,518 $9.9M
Macquarie Group Ltd. 0.04% Reduce -30.8% 25,410 $9.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Add +99.3% 25,060 $9.7M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 25,000 $9.7M
Channing Capital Management, LLC 0.22% Reduce -22.0% 24,561 $9.5M
UniSuper Management Pty Ltd 0.05% Add +27.1% 24,399 $9.4M
TD Waterhouse Canada Inc. 0.02% Reduce -36.8% 22,598 $9.4M
Lawson Kroeker Investment Management Inc. 2.60% Reduce -34.9% 24,199 $9.4M
Rafferty Asset Management, LLC 0.02% Add +40.2% 23,904 $9.2M
Cornerstone Wealth Group, LLC 0.55% Add +2715.2% 23,901 $9.2M
HB Wealth Management, LLC 0.05% Add +15.1% 23,866 $9.2M
Nixon Peabody Trust Co. 0.65% Add +1.4% 23,817 $9.2M
Formuepleje A/S 0.72% Add +15.9% 23,786 $9.2M
Punch & Associates Investment Management, Inc. 0.45% Reduce -0.0% 23,223 $9.0M
Brooklands Fund Management Ltd 7.26% Reduce -0.0% 21,102 $8.8M
Aptus Capital Advisors, LLC 0.06% Add +134.5% 22,818 $8.8M
WCG Wealth Advisors LLC 0.21% New 22,721 $8.8M
World Investment Advisors 0.14% Reduce -2.2% 29,719 $8.7M
Mutual of America Capital Management LLC 0.08% Reduce -4.6% 22,455 $8.7M
Allianz SE 0.09% Add +61.7% 22,403 $8.7M
Wealthfront Advisers LLC 0.02% Reduce -34.4% 22,226 $8.6M
Palmer Knight Co 3.30% Reduce -2.3% 22,163 $8.6M
Oak Thistle LLC 0.82% New 22,013 $8.5M
M&T Bank Corp 0.02% Add +5.3% 21,239 $8.2M
Principal Securities, Inc. 0.10% Add +0.8% 21,134 $8.2M
Marshall Wace, LLP 0.01% Add +453.1% 21,016 $8.1M
Bright Rock Capital Management, LLC 1.63% No change 21,000 $8.1M
Trillium Asset Management, LLC 0.25% Reduce -6.5% 20,852 $8.1M
Capital International, Inc. 0.06% No change 20,557 $8.0M
CI Investments Inc. 0.03% Add +22.6% 20,376 $7.9M
Beverly Hills Private Wealth, LLC 1.53% Add +4.0% 20,350 $7.9M
Ieq Capital, LLC 0.04% Add +165.9% 20,105 $7.8M
Geneos Wealth Management Inc. 0.16% Add +3.6% 19,932 $7.7M
Asio Capital, LLC 0.96% Reduce -15.8% 19,486 $7.5M
Allstate Corp. 0.07% Add +22.2% 19,383 $7.5M
XTX Topco Ltd 0.10% Add +1554.7% 19,360 $7.5M
Fideuram Asset Management (Ireland) dac 0.14% Add +1298.8% 19,009 $7.4M
Pacer Advisors, Inc. 0.02% Add +69.6% 18,723 $7.2M
Fisher Funds Management LTD 0.20% No change 18,372 $7.1M
Timber Creek Capital Management LLC 1.45% Reduce -5.1% 18,337 $7.1M
Orion Porfolio Solutions, LLC 0.05% Add +6.6% 18,180 $7.0M
Teachers Retirement System of the State of Kentucky 0.05% No change 18,159 $7.0M
iA Global Asset Management Inc. 0.08% New 18,009 $7.0M
Andra AP-fonden 0.08% Add +102.3% 17,880 $6.9M
Investment Management Corp of Ontario 0.09% Add +6.8% 17,826 $6.9M
Diversified Trust Co. 0.11% Reduce -7.3% 17,694 $6.8M
Evergreen Wealth Management, LLC 3.17% Reduce -6.7% 17,473 $6.8M
Leuthold Group, LLC 0.67% New 17,304 $6.7M
&partners 0.03% Add +42.6% 17,308 $6.7M
Abn Amro Investment Solutions 0.06% Add +55.1% 17,202 $6.7M
Mizuho Securities USA LLC 0.11% Add +27.4% 17,001 $6.6M
GCM Grosvenor Holdings, LLC 0.28% No change 16,983 $6.6M
NewEdge Advisors, LLC 0.02% Reduce -10.6% 16,949 $6.6M
Gulf International Bank (UK) Ltd 0.13% Reduce -1.5% 16,900 $6.5M
MidFirst Bank 0.46% Add +0.7% 16,659 $6.4M
Van Eck Associates Corp. 0.00% Reduce -5.5% 16,606 $6.4M
Sequoia Financial Advisors, LLC 0.03% Add +148.0% 16,432 $6.4M
Hunter Perkins Capital Management, LLC 1.41% Reduce -0.7% 16,191 $6.3M
Verition Fund Management LLC 0.05% Add +28.0% 16,138 $6.2M
Level Four Advisory Services, LLC 0.17% Reduce -2.5% 15,946 $6.2M
Brevan Howard Capital Management LP 0.09% Reduce -4.9% 15,904 $6.2M
English Capital Management LLC 2.90% Add +41.9% 22,018 $6.1M
Osmosis Investment Management UK Ltd 0.28% Reduce -22.8% 15,686 $6.1M
Kingsview Wealth Management, LLC 0.07% Reduce -37.4% 15,424 $6.0M
Saudi Central Bank 0.08% Add +87.5% 15,377 $5.9M
Jane Street Group, LLC 0.00% Reduce -89.8% 15,375 $5.9M
Chemistry Wealth Management LLC 0.95% Add +0.0% 15,309 $5.9M
Robertson Opportunity Capital, LLC 2.30% No change 15,300 $5.9M
First Manhattan Co. Llc. 0.02% Reduce -1.1% 15,285 $5.9M
Cobalt Capital Management, Inc. 4.13% New 15,000 $5.8M
Iridian Asset Management LLC 1.99% Reduce -30.7% 14,989 $5.8M
Avanza Fonder AB 0.13% Reduce -23.8% 14,882 $5.8M
Great Lakes Advisors, LLC 0.04% Reduce -1.4% 14,681 $5.7M
Dana Investment Advisors, Inc. 0.15% Reduce -8.1% 14,610 $5.7M
Meeder Asset Management Inc. 0.29% Reduce -26.2% 14,428 $5.6M
LGT Fund Management Co Ltd. 0.23% No change 14,277 $5.5M
Kentucky Retirement Systems 0.13% New 14,043 $5.4M
Argent Trust Co 0.16% Reduce -22.6% 13,983 $5.4M
Norinchukin Bank, The 0.05% Reduce -1.4% 13,935 $5.4M
Madison Asset Management, LLC 0.06% Reduce -7.9% 13,746 $5.3M
Employees Retirement System of Texas 0.05% No change 13,744 $5.3M
Commerzbank Aktiengesellschaft 0.10% Reduce -5.5% 13,589 $5.3M
National Philanthropic Trust 0.08% Reduce -27.2% 13,588 $5.3M
Whittier Trust Co. 0.05% Reduce -8.2% 12,787 $5.2M
Nomura Holdings Inc. 0.02% Add +1681.4% 13,343 $5.2M
J. Safra Sarasin Holding AG 0.07% Add +143.1% 14,337 $5.2M
Sone Capital Management, LLC 0.39% New 13,292 $5.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 13,203 $5.1M
Prudential PLC 0.03% Reduce -3.0% 13,162 $5.1M
Johnson Financial Group, Inc. 0.17% Reduce -17.6% 13,053 $5.0M
AMG National Trust Bank 0.10% Add +76.0% 12,846 $5.0M
Bontempo Ohly Capital Mgmt LLC 2.11% Reduce -0.6% 12,841 $5.0M
Oppenheimer & Co. Inc. 0.05% Add +635.3% 12,795 $4.9M
JB Capital LLC 0.17% Add +2.3% 12,598 $4.9M
Ironwood Investment Counsel, LLC 0.63% Add +5.0% 12,386 $4.8M
Holocene Advisors, LP 0.01% Reduce -93.4% 12,293 $4.8M
Community Bank & Trust, Waco, Texas 0.85% Reduce -0.8% 12,151 $4.7M
Hartford Investment Management Co. 0.13% Reduce -4.4% 12,034 $4.7M
Ally Financial Inc. 0.60% No change 12,000 $4.6M
Stonehage Fleming Financial Services Holdings Ltd 0.15% Reduce -10.6% 11,677 $4.5M
Mediolanum International Funds Ltd 0.04% Add +4.6% 11,620 $4.5M
Maryland State Retirement & Pension System 0.08% Add +3.5% 11,610 $4.5M
QRG Capital Management, Inc. 0.04% Add +9.2% 11,302 $4.4M
Louisiana State Employees Retirement System 0.06% Reduce -0.9% 11,100 $4.3M
GHP Investment Advisors, Inc. 0.16% Add +0.1% 11,061 $4.3M
Park Avenue Securities LLC 0.03% Reduce -7.5% 11,054 $4.3M
Caxton Associates LLP 0.08% New 11,047 $4.3M
Allspring Global Investments Holdings, LLC 0.01% Add +1.1% 10,212 $4.3M
New Mexico Educational Retirement Board 0.11% Add +2.8% 10,946 $4.2M
Neo Ivy Capital Management 0.97% Add +301.3% 10,922 $4.2M
Machina Capital S.A.S. 0.67% New 10,889 $4.2M
Lido Advisors, LLC 0.02% Add +123.4% 10,877 $4.2M
Daiichi Life Insurance Co., Ltd. 0.10% Add +15.4% 10,863 $4.2M
Banco Santander, S.A. 0.03% Reduce -5.7% 10,845 $4.2M
Regal Investment Advisors LLC 0.22% Reduce -4.0% 10,821 $4.2M
Blume Capital Management, Inc. 0.62% Reduce -2.6% 10,734 $4.2M
Hohimer Wealth Management, LLC 0.43% Add +2.5% 10,727 $4.1M
Te Ahumairangi Investment Management Ltd 0.66% Reduce -22.0% 10,617 $4.1M
Greenup Street Wealth Management LLC 0.48% Add +1.0% 10,269 $4.0M
Pinnacle Financial Partners, Inc. 0.03% Add +1.3% 10,249 $4.0M
PARUS FINANCE (UK) Ltd 1.02% Reduce -4.9% 10,148 $3.9M
Mgo One Seven LLC 0.06% Reduce -8.8% 10,146 $3.9M
Cinctive Capital Management LP 0.16% New 10,056 $3.9M
Mill Capital Management, LLC 0.26% Reduce -1.0% 10,043 $3.9M
Balyasny Asset Management L.P. 0.01% Reduce -96.3% 9,927 $3.8M
Guggenheim Capital LLC 0.02% Reduce -16.5% 9,898 $3.8M
AG2R La Mondiale Gestion D'actifs 0.14% Add +3.6% 9,868 $3.8M
Ninety One SA (Pty) Ltd 0.21% Add +1.6% 9,871 $3.8M
True Freedom Investing, LLC 0.30% Reduce -2.1% 13,017 $3.8M
Pinkerton Wealth, LLC 0.33% Add +4.9% 12,993 $3.8M
Hara Capital LLC 1.98% Reduce -2.5% 9,705 $3.8M
Voya Financial Advisors, Inc. 0.33% Add +12.5% 9,641 $3.7M
MAI Capital Management 0.01% Add +5.4% 9,511 $3.7M
United Capital Financial Advisors, LLC 0.02% Add +15.7% 9,403 $3.6M
Farther Finance Advisors, LLC 0.03% Reduce -9.9% 9,308 $3.6M
Atlantic Union Bankshares Corp 0.06% Reduce -2.8% 9,274 $3.6M
First Citizens Bank & Trust Co. 0.05% Reduce -4.4% 9,202 $3.6M
Twin City Private Wealth, LLC 2.49% Add +0.3% 9,187 $3.6M
Rench Wealth Management, Inc. 0.95% Reduce -1.2% 9,158 $3.5M
Campbell & CO Investment Adviser LLC 0.18% Add +33.2% 9,122 $3.5M
Keybank National Association 0.01% Add +2.3% 9,051 $3.5M
Gsa Capital Partners LLP 0.22% Add +297.1% 9,037 $3.5M
Siemens Fonds Invest GmbH 0.17% Add +0.9% 9,013 $3.5M
Hancock Whitney Corp. 0.06% Reduce -0.5% 9,004 $3.5M
Ossiam 0.05% Add +92.8% 8,988 $3.5M
Groupama Asset Managment 0.04% Add +1.5% 8,892 $3.4M
Brown Brothers Harriman & Co. 0.01% Add +419.2% 8,661 $3.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -0.5% 8,619 $3.3M
BDF-Gestion 0.44% Reduce -10.1% 4,181 $3.3M
Stephens Inc. 0.04% Reduce -10.8% 8,474 $3.3M
Benedict Financial Advisors Inc. 0.64% Reduce -1.6% 8,562 $3.3M
Kestra Advisory Services, LLC 0.01% Reduce -27.3% 8,553 $3.3M
Summit Trail Advisors, LLC 0.04% Add +26.1% 8,519 $3.3M
MUFG Securities EMEA plc 0.03% Reduce -50.1% 8,500 $3.3M
Simplex Trading, LLC 0.08% New 8,408 $3.3M
PDT Partners, LLC 0.17% New 8,400 $3.2M
Arax Advisory Partners 0.02% Add +216.3% 8,254 $3.2M
Empirical Finance, LLC 0.13% Reduce -10.6% 8,252 $3.2M
Laird Norton Wetherby Trust Company, LLC 0.06% Add +9.9% 8,215 $3.2M
Merit Financial Group, LLC 0.02% Add +47.0% 8,206 $3.2M
Private Advisor Group, LLC 0.01% Reduce -22.5% 8,097 $3.1M
Waverly Advisors, LLC 0.02% Add +16.9% 8,081 $3.1M
Havemeyer Place LP 0.31% Reduce -59.9% 8,031 $3.1M
OneDigital Investment Advisors LLC 0.03% Add +12.1% 8,013 $3.1M
Kentucky Farm Bureau Mutual Insurance Co 0.86% No change 8,000 $3.1M
Anchor Investment Management, LLC 0.23% Reduce -1.3% 7,984 $3.1M
Clearstead Advisors, LLC 0.03% Add +3.9% 7,908 $3.1M
Paralel Advisors LLC 0.12% Add +28.3% 7,891 $3.1M
Community Bank, N.A. 0.33% Reduce -1.2% 7,884 $3.0M
E. Ohman J:or Asset Management AB 0.07% Reduce -6.3% 7,777 $3.0M
Schonfeld Strategic Advisors LLC 0.02% Reduce -90.7% 7,764 $3.0M
Caprock Group, LLC 0.06% Add +40.4% 7,747 $3.0M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +1.8% 7,683 $3.0M
Heartland Advisors Inc. 0.13% Add +11.6% 7,623 $2.9M
Beacon Pointe Advisors, LLC 0.01% Add +6.5% 7,555 $2.9M
Mission Wealth Management, LP 0.04% Add +181.7% 7,540 $2.9M
Savant Capital, LLC 0.01% Add +54.4% 7,542 $2.9M
Ostrum Asset Management 0.14% Add +1.6% 7,485 $2.9M
Unison Advisors LLC 0.20% Add +0.5% 7,465 $2.9M
Donoghue Forlines LLC 0.75% New 7,456 $2.9M
SVB Wealth LLC 0.18% Reduce -16.8% 7,438 $2.9M
Family Legacy, Inc. 0.77% Add +0.2% 7,435 $2.9M
Metis Global Partners, LLC 0.06% Reduce -14.7% 7,341 $2.8M
Radnor Capital Management, LLC 0.39% Reduce -1.8% 7,235 $2.8M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -0.1% 7,096 $2.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.4% 6,962 $2.7M
RDA Financial Network 0.58% Reduce -1.0% 6,918 $2.7M
HF Advisory Group, LLC 0.81% Reduce -4.3% 6,781 $2.6M
Ami Investment Management Inc. 0.55% Reduce -8.7% 6,671 $2.6M
North Dakota State Investment Board 0.10% Add +2.6% 6,615 $2.6M
Kingswood Wealth Advisors, LLC 0.10% Reduce -7.4% 6,550 $2.5M
Mufg Securities Americas Inc. 0.13% Add +7.1% 6,541 $2.5M
Graves Light Lenhart Wealth, Inc. 0.23% Add +124.2% 6,505 $2.5M
Lighthouse Financial Services Inc. 0.52% Add +0.2% 5,992 $2.5M
Tandem Capital Management Corp. 1.05% Reduce -1.9% 6,437 $2.5M
Tweedy, Browne Co LLC 0.19% Add +33.8% 6,417 $2.5M
Peapack Gladstone Financial Corp. 0.03% Reduce -3.0% 6,316 $2.4M
Edmp, Inc. 1.95% Reduce -5.2% 6,273 $2.4M
Lester Murray Antman dba SimplyRich 0.56% Add +2.4% 6,229 $2.4M
Global Retirement Partners, LLC 0.04% — 6,211 $2.4M
Horizon Investments, LLC 0.03% Add +1.0% 6,171 $2.4M
Dynamic Advisor Solutions LLC 0.07% Reduce -17.4% 6,157 $2.4M
Tema ETFs LLC 0.08% Reduce -0.5% 6,130 $2.4M
Agf Management Ltd. 0.01% Reduce -57.4% 6,123 $2.4M
Landscape Capital Management, L.L.C. 0.15% Add +166.4% 6,084 $2.4M
Raiffeisen Bank International AG 0.03% Reduce -6.1% 6,058 $2.4M
Coldstream Capital Management Inc. 0.03% Add +20.1% 6,074 $2.3M
Cresset Asset Management, LLC 0.01% Reduce -16.4% 6,056 $2.3M
Catalyst Funds Management Pty Ltd 0.13% New 6,040 $2.3M
CX Institutional 0.07% Add +6.1% 6,029 $2.3M
Boothbay Fund Management, LLC 0.05% Add +281.2% 6,000 $2.3M
Toth Financial Advisory Corp. 0.23% Add +23.7% 5,984 $2.3M
EP Wealth Advisors, LLC 0.01% Add +36.4% 5,972 $2.3M
Beaconlight Capital, LLC 1.01% New 5,946 $2.3M
Family Manage LLC 0.24% New 5,939 $2.3M
Uncommon Cents Investing LLC 0.50% Add +0.9% 5,920 $2.3M
Howard Capital Management, LLC 0.03% Add +562.3% 5,901 $2.3M
GeoWealth Management, LLC 0.07% Add +0.4% 5,863 $2.3M
Fort Washington Investment Advisors Inc. 0.01% Reduce -0.4% 5,846 $2.3M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -2.1% 5,828 $2.3M
NLB Skladi, upravljanje premozenja, d.o.o. 0.08% Reduce -2.4% 5,743 $2.2M
Securian Asset Management, Inc. 0.08% Reduce -4.5% 5,771 $2.2M
Caisse Des Depots Et Consignations 0.04% Reduce -11.9% 5,544 $2.1M
Vista Investment Management 0.65% Reduce -0.6% 5,540 $2.1M
Choreo, LLC 0.02% Add +6.6% 5,514 $2.1M
Earnest Partners LLC 0.01% Reduce -0.8% 5,483 $2.1M
Weaver C. Barksdale & Associates, Inc. 1.89% Reduce -0.3% 5,451 $2.1M
Bessemer Group Inc. 0.00% Add +26.8% 5,450 $2.1M
Meiji Yasuda Asset Management Co Ltd. 0.09% Reduce -2.7% 5,395 $2.1M
Bull Street Advisors, LLC 0.95% Reduce -2.2% 5,378 $2.1M
Round Rock Advisors LLC 0.26% Reduce -9.3% 5,303 $2.1M
Alps Advisors Inc. 0.01% Add +81.6% 5,254 $2.0M
Coastline Trust Co 0.18% No change 5,242 $2.0M
Legacy Trust 0.36% Add +0.6% 5,208 $2.0M
Ninety One North America, Inc. 0.09% No change 5,170 $2.0M
Baird Financial Group, Inc. 0.00% Add +0.2% 5,164 $2.0M
Old National Bancorp 0.04% Add +0.2% 5,123 $2.0M
Summit Financial, LLC 0.02% Add +3.4% 5,096 $2.0M
Keudell/Morrison Wealth Management 0.37% No change 5,039 $1.9M
Cidel Asset Management Inc. 0.09% Add +7.4% 5,038 $1.9M
Bluespring Wealth Management, LLC 0.04% New 5,012 $1.9M
DB Fitzpatrick & Co, Inc 1.56% Reduce -7.6% 5,006 $1.9M
Timelo Investment Management Inc. 2.42% Reduce -28.6% 5,000 $1.9M
Baron Capital (BAMCO) 0.00% New 5,000 $1.9M
Center for Wealth Management Advisory 1.21% Reduce -6.9% 4,993 $1.9M
Greenleaf Trust 0.02% Add +3.3% 4,989 $1.9M
YHB Investment Advisors, Inc. 0.12% Reduce -6.0% 4,981 $1.9M
Rwa Wealth Partners, LLC 0.02% Reduce -2.6% 4,910 $1.9M
Goelzer Investment Management, Inc. 0.08% Reduce -7.4% 4,877 $1.9M
Convergence Financial, LLC 0.15% Add +100.1% 4,868 $1.9M
Granite Harbor Advisors, Inc. 0.75% Add +0.9% 4,864 $1.9M
New Age Alpha Advisors, LLC 0.08% Reduce -43.0% 4,839 $1.9M
Praxis Investment Management Inc. 0.10% No change 4,820 $1.9M
GAMMA Investing LLC 0.07% Add +60.5% 4,796 $1.9M
Syon Capital LLC 0.08% Add +12.0% 4,781 $1.8M
Plato Investment Management Ltd 0.11% Add +497.6% 4,799 $1.8M
KCM Investment Advisors LLC 0.05% Reduce -4.2% 4,752 $1.8M
Northwest & Ethical Investments L.P. 0.04% Reduce -50.4% 4,741 $1.8M
Castleview Partners, LLC 0.80% Reduce -7.0% 4,703 $1.8M
Polianta Ltd 0.22% Reduce -13.0% 4,700 $1.8M
Valeo Financial Advisors, LLC 0.04% Add +9.1% 4,670 $1.8M
Loomis Sayles & Co. L P 0.00% Add +3.5% 4,662 $1.8M
FSB Premier Wealth Management, Inc. 0.50% Reduce -0.1% 4,601 $1.8M
Meeder Advisory Services, Inc. 0.07% Add +14.1% 4,593 $1.8M
Palouse Capital Management, Inc. 1.17% Reduce -16.6% 4,579 $1.8M
State of Wyoming 0.18% New 4,564 $1.8M
Blair William & Co. 0.00% Add +6.0% 4,531 $1.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Add +26.2% 4,516 $1.7M
AlphaCore Capital LLC 0.03% Add +11.7% 4,509 $1.7M
Bragg Financial Advisors, Inc 0.05% No change 4,503 $1.7M
Crux Wealth Advisors 0.60% Reduce -4.6% 4,498 $1.7M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -20.5% 4,138 $1.7M
Venator Management LLC 0.39% Reduce -78.2% 4,480 $1.7M
Coastal Bridge Advisors, LLC 0.11% Add +0.0% 4,434 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Add +0.2% 4,421 $1.7M
Quadrant Capital Group LLC 0.05% Add +62.0% 4,375 $1.7M
Rehmann Capital Advisory Group 0.08% Add +2.6% 4,330 $1.7M
Vestmark Advisory Solutions, Inc. 0.02% Add +34.8% 4,325 $1.7M
Power Wealth Management LLC 0.57% Reduce -22.4% 4,315 $1.7M
Burney Co./ 0.04% Reduce -0.5% 4,298 $1.7M
LMCG Investments, LLC 0.09% Add +1.1% 4,287 $1.7M
Federated Hermes, Inc. 0.00% Add +342.8% 4,277 $1.7M
D.A. Davidson & Co. 0.01% Reduce -5.8% 4,220 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.05% No change 4,219 $1.6M
Gabelli Funds LLC 0.01% Reduce -0.2% 4,200 $1.6M
Cary Street Partners Financial LLC 0.04% Reduce -7.2% 4,151 $1.6M
Revisor Wealth Management LLC 0.38% Add +3.0% 4,130 $1.6M
Callan Family Office, LLC 0.03% Add +9.0% 4,118 $1.6M
SBI Okasan Asset Management Co.Ltd. 0.05% No change 4,100 $1.6M
Benjamin Edwards Inc. 0.01% Add +9.4% 4,105 $1.6M
TrinityBridge Ltd 0.04% Reduce -12.5% 4,086 $1.6M
Kennedy Capital Management LLC 0.03% Add +115.9% 4,077 $1.6M
Brighton Jones LLC 0.03% Add +20.8% 4,060 $1.6M
Dark Forest Capital Management LP 0.10% New 4,027 $1.6M
Apollon Wealth Management, LLC 0.02% Add +41.8% 4,014 $1.6M
T. Rowe Price Investment Management, Inc. 0.00% New 4,012 $1.6M
Wakefield Asset Management LLLP 0.35% No change 4,000 $1.5M
Triglav Investments, D.O.O. 0.08% No change 4,000 $1.5M
Kestra Private Wealth Services, LLC 0.02% Reduce -53.9% 3,978 $1.5M
Cetera Trust Company, N.A 0.77% Add +4.2% 3,961 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Add +2.3% 3,960 $1.5M
Cape Investment Advisory, Inc. 0.41% Reduce -11.4% 3,955 $1.5M
Wealth Enhancement Trust Services, Inc. 0.17% Reduce -19.4% 3,951 $1.5M
AE Wealth Management LLC 0.01% Add +49.0% 3,936 $1.5M
Smith, Moore & Co. 0.10% No change 3,896 $1.5M
Tocqueville Asset Management L.P. 0.02% Add +0.8% 3,871 $1.5M
Advisory Services Network, LLC 0.02% Reduce -4.0% 3,869 $1.5M
Brookstone Capital Management 0.01% Add +19.3% 3,840 $1.5M
Harbour Investments, Inc. 0.02% Add +11.6% 3,824 $1.5M
Kornitzer Capital Management Inc. 0.03% Add +8.2% 3,820 $1.5M
Fifth Third Wealth Advisors LLC 0.04% Reduce -1.2% 3,818 $1.5M
Blue Trust, Inc. 0.02% Reduce -4.3% 3,809 $1.5M
Prelude Capital Management, LLC 0.11% Add +115.2% 3,809 $1.5M
Western Wealth Management, LLC 0.05% Add +1.3% 3,786 $1.5M
Sivik Global Healthcare LLC 1.11% No change 5,000 $1.5M
Intrust Bank NA 0.11% Add +15.2% 3,785 $1.5M
Unique Wealth Strategies, LLC 0.53% Reduce -0.8% 3,733 $1.4M
Citizens Financial Group Inc. 0.02% Add +29.5% 3,731 $1.4M
Csenge Advisory Group 0.06% Add +21.1% 3,726 $1.4M
Bailard, Inc. 0.03% Reduce -18.1% 3,725 $1.4M
Concurrent Investment Advisors, LLC 0.01% Reduce -0.2% 3,725 $1.4M
James Investment Research, Inc. 0.15% Add +35.3% 3,724 $1.4M
Bangor Savings Bank 0.11% Add +0.4% 3,708 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +48.3% 3,678 $1.4M
Hofer & Associates. Inc 0.69% Reduce -2.9% 3,668 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +11.5% 3,586 $1.4M
Atlas Capital Advisors Inc. 0.15% Add +1.5% 3,555 $1.4M
Onex Canada Asset Management Inc. 0.21% No change 3,553 $1.4M
Edgestream Partners, L.P. 0.04% Add +125.6% 3,547 $1.4M
Legacy Financial Advisors, Inc. 0.17% Add +1.1% 3,534 $1.4M
TCW Group Inc. 0.01% Reduce -4.0% 3,520 $1.4M
Mitchell McLeod Pugh & Williams Inc. 0.17% Add +4.8% 3,497 $1.4M
Integrated Advisors Network LLC 0.06% Reduce -4.3% 3,496 $1.4M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -0.5% 3,483 $1.3M
Moneco Advisors, LLC 0.08% New 3,478 $1.3M
IMA Advisory Services, Inc. 0.08% Reduce -2.0% 3,459 $1.3M
Pettyjohn, Wood & White, Inc. 0.19% Reduce -15.2% 3,458 $1.3M
River Wealth Advisors LLC 0.14% Reduce -3.1% 3,439 $1.3M
Alphadyne Asset Management LP 0.06% New 3,439 $1.3M
RiverFront Investment Group, LLC 0.02% Add +281.5% 3,437 $1.3M
McKinney Capital Management, LLC 0.52% New 3,426 $1.3M
Wedmont Private Capital 0.04% Add +115.4% 3,095 $1.3M
Fiduciary Alliance LLC 0.09% Reduce -8.7% 3,327 $1.3M
Aaron Wealth Advisors LLC 0.06% Add +21.4% 3,284 $1.3M
Elevation Point Wealth Partners, LLC 0.02% Add +0.5% 3,275 $1.3M
Inkwell Capital LLC 1.32% Add +0.7% 3,265 $1.3M
Moody National Bank Trust Division 0.10% Add +0.5% 3,241 $1.3M
Essex Financial Services, Inc. 0.06% Reduce -3.1% 3,228 $1.2M
Todd Asset Management LLC 0.02% No change 3,182 $1.2M
Apella Capital, LLC 0.02% Add +2.6% 2,932 $1.2M
Stock Yards Bank & Trust Co. 0.04% Add +3.6% 3,163 $1.2M
Sendero Wealth Management, LLC 0.12% Add +13.3% 3,160 $1.2M
Bokf, NA 0.02% Add +0.3% 3,148 $1.2M
Clearbridge Investments, LLC 0.00% Reduce -0.8% 3,146 $1.2M
Signaturefd, LLC 0.02% Add +48.3% 3,140 $1.2M
Knollwood Investment Advisory, LLC 0.11% No change 3,137 $1.2M
Axq Capital, LP 0.13% Reduce -15.0% 3,135 $1.2M
Sentry LLC 0.34% Add +1.0% 3,124 $1.2M
denkapparat Operations GmbH 0.39% Add +78.0% 3,108 $1.2M
Maia Wealth LLC 0.18% Reduce -24.8% 3,085 $1.2M
Wealth Architects, LLC 0.09% Add +0.6% 3,076 $1.2M
Grove Bank & Trust 0.12% Reduce -14.6% 3,068 $1.2M
Snowden Capital Advisors LLC 0.03% Add +23.5% 3,042 $1.2M
Greenfield Savings Bank 0.44% Reduce -0.9% 3,011 $1.2M
Sava Infond d.o.o. 0.08% Reduce -71.0% 3,010 $1.2M
Redwood Investment Management, LLC 0.12% New 3,007 $1.2M
Smartleaf Asset Management LLC 0.04% No change 2,988 $1.2M
Frank, Rimerman Advisors LLC 0.07% Add +7.4% 2,997 $1.2M
Merrion Investment Management Co, LLC 0.54% No change 2,975 $1.2M
Transcend Capital Advisors, LLC 0.08% Reduce -8.7% 2,972 $1.1M
Gateway Wealth Partners, LLC 0.07% Add +126.2% 2,966 $1.1M
Accurate Wealth Management, LLC 0.11% Add +243.6% 2,745 $1.1M
Peoples Bank 1.11% Reduce -1.7% 2,947 $1.1M
Qsemble Capital Management, LP 0.15% Reduce -70.7% 2,934 $1.1M
Xxi Wealth, LLC 0.52% Reduce -0.6% 2,925 $1.1M
Friedenthal Financial 0.52% New 2,916 $1.1M
Eagle Global Advisors LLC 0.04% Add +22.1% 2,905 $1.1M
Leavell Investment Management, Inc. 0.04% Reduce -0.5% 2,901 $1.1M
Stratos Wealth Partners, LTD. 0.01% Reduce -7.8% 2,896 $1.1M
Independent Advisor Alliance 0.03% Add +0.6% 2,885 $1.1M
IPG Investment Advisors LLC 0.16% Reduce -25.9% 2,848 $1.1M
Sierra Legacy Group 0.85% No change 2,830 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -25.1% 2,802 $1.1M
Two Sigma Securities, LLC 0.09% Add +104.5% 2,796 $1.1M
Solidarity Wealth, LLC 0.19% Add +182.3% 2,786 $1.1M
Aviso Financial Inc. 0.04% Reduce -33.7% 2,757 $1.1M
Florida Trust Wealth Management Co 0.03% Add +0.9% 2,754 $1.1M
Tevis Investment Management 0.58% New 2,753 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% No change 2,739 $1.1M
Larry Mathis Financial Planning, LLC 0.81% Reduce -2.0% 2,733 $1.1M
Pinnacle Associates Ltd. 0.01% Reduce -17.8% 2,721 $1.1M
HUB Investment Partners, LLC 0.02% Add +26.1% 2,717 $1.1M
Parallel Advisors, LLC 0.02% Add +20.6% 2,711 $1.0M
Institute for Wealth Management, LLC. 0.09% Reduce -0.5% 2,709 $1.0M
MASTERINVEST Kapitalanlage GmbH 0.09% Reduce -14.6% 2,686 $1.0M
Meriwether Wealth & Planning, LLC 0.51% Reduce -6.4% 2,679 $1.0M
Sowell Financial Services LLC 0.03% Add +4.4% 2,643 $1.0M
Pure Financial Advisors, LLC 0.01% Add +6.5% 2,625 $1.0M
Financial Security Advisor, Inc. 0.16% Add +0.3% 2,616 $1.0M
Weiss Asset Management LP 0.02% Reduce -95.1% 2,603 $1.0M
Bedel Financial Consulting, Inc. 0.10% Reduce -0.2% 2,603 $1.0M
PKO Investment Management Joint-Stock Co 0.07% Reduce -7.1% 2,600 $1.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.05% No change 2,600 $1.0M
Peak Asset Management, LLC 0.15% New 2,590 $1.0M
DoubleLine ETF Adviser LP 0.41% Reduce -11.6% 2,579 $997K
Frec Markets, Inc. 0.09% Add +181.8% 2,570 $994K
Wealthcare Advisory Partners LLC 0.02% Reduce -4.2% 2,561 $990K
Principle Wealth Partners LLC 0.05% No change 2,555 $988K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% No change 2,537 $981K
Empower Advisory Group, LLC 0.00% Reduce -7.0% 2,531 $979K
Stoneridge Investment Partners LLC 0.64% New 2,581 $970K
Searle & Co. 0.22% Add +6.4% 2,506 $969K
Trust Asset Management LLC 0.06% Reduce -3.6% 2,490 $963K
Quantbot Technologies LP 0.04% New 2,461 $952K
Joel Isaacson & Co., LLC 0.03% No change 2,458 $951K
Hound Partners, LLC 0.11% Reduce -37.7% 2,453 $949K
Ritter Daniher Financial Advisory LLC / DE 0.14% Reduce -9.2% 2,453 $949K
SPWM Advisors LLC 0.87% Reduce -24.2% 2,525 $942K
Malaga Cove Capital, LLC 0.30% Reduce -13.2% 2,433 $941K
Ritholtz Wealth Management 0.01% Add +12.3% 2,430 $940K
Evergreen Capital Management LLC 0.02% Add +116.4% 2,426 $938K
Profund Advisors LLC 0.03% Reduce -1.9% 2,419 $936K
Chicago Capital, LLC 0.02% Reduce -0.3% 2,419 $936K
Michels Family Financial, LLC 0.60% Reduce -0.2% 2,413 $933K
Chicago Partners Investment Group LLC 0.02% Add +33.0% 2,445 $927K
Trueblood Wealth Management, LLC 0.32% Add +0.6% 2,397 $927K
Axecap Investments, LLC 0.51% No change 2,396 $927K
Crestwood Advisors Group, LLC 0.01% Add +72.9% 2,395 $926K
Mutual Advisors, LLC 0.02% Add +0.2% 2,382 $921K
Wedbush Securities Inc. 0.02% Add +2.0% 2,379 $920K
Daymark Wealth Partners, LLC 0.02% Add +215.0% 2,375 $918K
Barlow Wealth Partners, LLC 0.10% No change 2,205 $917K
Arkadios Wealth Advisors 0.01% Add +13.0% 2,366 $915K
Octavia Wealth Advisors, LLC 0.08% Reduce -18.8% 2,360 $913K
Heritage Wealth Advisors 0.03% Reduce -3.9% 2,347 $908K
CreativeOne Wealth, LLC 0.02% Add +39.8% 2,343 $906K
Asset Dedication, LLC 0.06% Reduce -2.4% 2,340 $905K
Modern Wealth Management, LLC 0.01% Add +13.1% 2,320 $897K
Intellectus Partners, LLC 0.15% No change 2,301 $890K
LRI Investments, LLC 0.07% Add +18.5% 2,270 $878K
Tobam 0.21% Reduce -39.8% 2,247 $869K
Frisch Financial Group, Inc. 0.15% Add +17.3% 2,229 $862K
Sigma Planning Corp 0.02% Add +43.3% 2,225 $861K
Tower Research Capital LLC (TRC) 0.02% Reduce -8.2% 2,211 $855K
Shelton Capital Management 0.02% Reduce -2.1% 2,194 $848K
Quantitative Investment Management, LLC 0.09% Add +90.6% 2,184 $844K
Caitong International Asset Management Co., Ltd 0.12% Add +371.6% 2,174 $841K
Diversify Advisory Services, LLC 0.01% Add +24.6% 2,198 $831K
Diversify Wealth Management, LLC 0.01% Reduce -13.0% 2,198 $831K
Checchi Capital Advisers, LLC 0.05% Reduce -2.0% 2,149 $831K
Kestra Investment Management, LLC 0.02% New 2,144 $829K
Fiduciary Trust Co 0.01% Reduce -4.0% 2,140 $828K
Equitable Trust Co. 0.03% Add +3.1% 2,123 $821K
Souders Financial Advisors 0.08% Add +4.7% 2,120 $820K
Dynamic Technology Lab Private Ltd 0.18% New 2,120 $820K
Foundations Investment Advisors, LLC 0.01% Reduce -13.3% 2,093 $809K
Keystone Financial Services 0.21% Add +3.0% 2,092 $809K
Sagespring Wealth Partners, LLC 0.01% Add +86.2% 2,082 $805K
Tranquilli Financial Advisor LLC 0.43% Add +1.3% 2,081 $805K
Acropolis Investment Management, LLC 0.03% No change 2,079 $804K
Aljian Capital Management, LLC 0.15% Add +0.4% 2,074 $802K
Perigon Wealth Management, LLC 0.01% Add +80.4% 2,060 $797K
Oak Associates Ltd. 0.04% No change 2,054 $794K
Hantz Financial Services, Inc. 0.01% Add +37.1% 2,052 $794K
Indivisible Partners 0.04% Add +11.6% 2,052 $794K
Signature Estate & Investment Advisors LLC 0.01% Reduce -1.7% 2,049 $793K
Cigna Investments Inc. 0.10% Reduce -2.6% 2,052 $793K
Croban 0.35% New 2,048 $792K
RFG Advisory, LLC 0.01% Add +4.1% 2,046 $791K
Stevens Capital Management LP 0.19% New 2,041 $789K
WINTON GROUP Ltd 0.03% New 2,040 $789K
Composition Wealth, LLC 0.01% Add +38.2% 2,026 $784K
Bank of Nova Scotia Trust Co. 0.06% Add +152.7% 2,004 $775K
Allworth Financial LP 0.00% Add +30.1% 2,002 $774K
Corient IA LP 0.71% New 2,000 $773K
Garrison Point Advisors, LLC 0.31% No change 2,000 $773K
Lifeworks Advisors, LLC 0.08% Add +3.5% 1,978 $765K
Verus Financial Partners, Inc. 0.07% Reduce -7.0% 1,977 $764K
PDS Planning, Inc 0.04% Add +9.6% 1,973 $763K
Wilmington Savings Fund Society, FSB 0.02% Add +6.3% 1,963 $759K
Sapient Capital LLC 0.01% Reduce -25.0% 1,958 $757K
CSS LLC 0.10% Reduce -41.0% 1,931 $747K
First Merchants Corp. 0.03% No change 1,914 $740K
Simplicity Wealth,LLC 0.03% Add +97.9% 1,914 $740K
Wesbanco Bank Inc. 0.02% Add +59.1% 1,901 $735K
Savvy Advisors, Inc. 0.02% Add +86.8% 1,892 $732K
Fox Run Management, L.L.C. 0.12% Add +70.5% 1,892 $732K
Field & Main Bank 0.15% Add +1.4% 1,883 $728K
Roberts Glore & Co. Inc. 0.18% Reduce -8.7% 1,879 $727K
EntryPoint Capital, LLC 0.18% No change 1,876 $726K
Ameritas Investment Partners, Inc. 0.02% Reduce -6.3% 1,863 $720K
AlphaGrep UK Ltd 0.22% Reduce -5.7% 1,861 $720K
Northern Financial Advisors Inc 0.47% Reduce -1.2% 1,855 $717K
Axiom Investment Management LLC 0.48% No change 1,853 $717K
Garde Capital, Inc. 0.03% Add +0.2% 1,853 $717K
Naples Global Advisors, LLC 0.04% No change 1,850 $715K
Ascent Group, LLC 0.02% Add +24.7% 1,843 $713K
Turtle Creek Wealth Advisors, LLC 0.04% Add +126.9% 1,831 $708K
Fuller & Thaler Asset Management, Inc. 0.00% No change 1,820 $704K
J.W. Cole Advisors, Inc. 0.01% Add +26.2% 1,818 $703K
Aigen Investment Management, LP 0.19% Reduce -86.0% 1,816 $702K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% New 1,813 $701K
Fortress Private Ledger, LLC 0.19% Add +9.5% 1,813 $701K
Compound Planning, Inc. 0.02% Add +107.7% 1,811 $700K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.28% Add +50.0% 1,800 $696K
Cypress Wealth Services, LLC 0.09% Reduce -7.0% 1,792 $693K
Burns Matteson Capital Management, LLC 0.22% Add +7.0% 1,785 $690K
Regions Financial Corp. 0.00% Add +15.7% 1,781 $689K
One Wealth Map LLC 0.32% Add +1.2% 1,823 $685K
Larson Financial Group LLC 0.02% Add +57.9% 1,765 $683K
Picton Mahoney Asset Management 0.01% Add +87950.0% 1,761 $681K
Inceptionr LLC 0.17% New 1,748 $676K
ASO GROUP Ltd 0.29% No change 1,748 $676K
OpenArc Corporate Advisory, LLC 0.01% Add +3.4% 1,747 $676K
111 Capital 0.12% Add +94.3% 1,745 $675K
Brogan Financial, Inc. 0.27% Add +2.2% 1,741 $673K
Taylor Financial Group, Inc. 0.37% No change 1,740 $673K
Van Diest Capital, LLC 0.60% Reduce -60.5% 1,733 $670K
Founders Grove Wealth Partners, LLC 0.13% Add +5.6% 1,722 $666K
Busey Bank 0.02% Reduce -0.8% 1,718 $664K
InvesTrust 0.26% No change 1,716 $664K
Krilogy Financial LLC 0.02% Add +32.4% 1,715 $663K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -10.6% 1,696 $656K
Detalus Advisors, LLC 0.13% Add +0.1% 1,694 $655K
PFG Investments, LLC 0.03% Add +21.4% 1,685 $652K
Ballentine Partners, LLC 0.01% Add +63.3% 1,679 $649K
Ameritas Advisory Services, LLC 0.01% Add +35.1% 1,678 $649K
Systematic Financial Management LP 0.01% Reduce -1.5% 1,665 $644K
Norden Group LLC 0.05% New 1,662 $643K
Ruggaard & Associates LLC 0.23% No change 1,644 $636K
Lebenthal Global Advisors, LLC 0.09% New 1,639 $634K
Avise Financial Cooperative, Inc. 0.45% Add +22.2% 1,633 $632K
Fidelis Capital Partners, LLC 0.04% Add +5.8% 1,627 $629K
Insight Inv LLC 0.29% Reduce -23.9% 1,618 $626K
Fisher Asset Management 0.00% Reduce -12.7% 1,611 $623K
Keystone Financial Group 0.04% Reduce -0.7% 1,612 $623K
Barden Capital Management, Inc. 0.57% Reduce -27.4% 1,609 $622K
CVFG LLC 0.07% Reduce -0.6% 1,603 $620K
Avantra Family Wealth, Inc. 0.40% Add +6.6% 1,602 $620K
AdvisorShares Investments LLC 0.07% No change 1,600 $619K
Silver Oak Securities, Incorporated 0.04% Reduce -7.8% 1,596 $617K
Qtron Investments LLC 0.08% Add +72.3% 1,592 $616K
E Fund Management Co., Ltd. 0.01% Reduce -17.3% 1,587 $614K
Balefire, LLC 0.10% Add +1.4% 1,580 $611K
Ballast, Inc. 0.11% New 1,572 $608K
Bank Pictet & Cie (Europe) AG 0.01% Add +7.6% 1,564 $605K
Permanens Capital L.P. 0.06% Add +5.6% 1,562 $604K
Washington Trust Bank 0.04% Reduce -40.2% 1,555 $601K
Inscription Capital, LLC 0.05% Add +18.2% 1,552 $600K
Matisse Capital 0.24% New 1,550 $599K
1ST Source Bank 0.03% Reduce -2.8% 1,549 $599K
Equitable Holdings, Inc. 0.00% New 1,548 $599K
Everhart Financial Group, Inc. 0.04% Add +17.3% 1,545 $597K
Kathmere Capital Management, LLC 0.03% Add +75.5% 1,543 $597K
LOM Asset Management Ltd 0.15% Reduce -5.8% 1,536 $594K
PCM Encore, LLC 0.10% Add +1.8% 1,536 $594K
UMB Bank, n.a. 0.01% Reduce -20.7% 1,534 $593K
Visionary Horizons, LLC 0.25% New 1,533 $593K
Alliance Wealth Advisors, LLC 0.24% Reduce -6.5% 1,532 $592K
Vega Investment Solutions 0.08% Add +58.0% 1,531 $592K
Confluence Wealth Services, Inc. 0.02% Add +13.4% 1,526 $590K
Optimize Financial Inc. 0.21% Reduce -0.3% 1,525 $590K
Sound Capital Solutions LLC 0.14% — 1,525 $590K
Mowery & Schoenfeld Wealth Management, LLC 0.80% No change 1,511 $584K
Perpetual Ltd 0.01% Reduce -3.5% 1,507 $583K
Canandaigua National Bank & Trust Co. 0.05% — 1,506 $582K
EverSource Wealth Advisors, LLC 0.02% Reduce -25.3% 1,503 $582K
Westpac Banking Corp. 0.04% Reduce -25.1% 1,501 $580K
Verum Partners LLC 0.09% Add +1.6% 1,499 $580K
Glenview Trust Co 0.01% Reduce -0.3% 1,498 $579K
Richwood Investment Advisors, LLC 0.41% Add +11.1% 1,497 $579K
Perennial Investment Advisors, LLC 0.04% Reduce -18.4% 1,491 $577K
Independence Wealth Advisors, LLC 0.29% Reduce -0.7% 1,485 $574K
Good Harbor Advisors, Inc. 0.56% Add +0.3% 1,481 $573K
Marex Group Ltd 0.00% Reduce -5.6% 1,478 $572K
First Bank & Trust 0.08% Reduce -4.2% 1,477 $571K
Wealth Alliance, LLC 0.05% Reduce -13.0% 1,474 $570K
Leonard Rickey Investment Advisors P.L.L.C. 0.09% Add +0.8% 1,474 $570K
Miller Global Investments, LLC 0.47% No change 1,471 $569K
Wealthspire Advisors, LLC 0.00% Add +91.7% 1,470 $569K
Curi Capital, LLC 0.01% Add +3.4% 1,467 $567K
Providence First Trust Co 0.16% New 1,455 $563K
Thomasville National Bank 0.03% — 1,450 $561K
Eads & Heald Wealth Management 0.27% Reduce -2.0% 1,450 $561K
Avior Wealth Management, LLC 0.01% Add +6.9% 1,438 $556K
Deseret Mutual Benefit Administrators 0.18% Reduce -6.9% 1,437 $556K
FJ Capital Management LLC 0.07% New 1,433 $554K
Evolve Private Wealth, LLC 0.03% Add +6.1% 1,432 $554K
Rothschild Investment LLC 0.02% Add +463.8% 1,432 $554K
Salem Investment Counselors Inc. 0.01% No change 1,411 $546K
Pekin Hardy Strauss, Inc. 0.05% Reduce -65.0% 1,410 $545K
Private Trust Co. NA 0.04% Add +5.5% 1,405 $543K
Proficio Capital Partners LLC 0.02% New 1,400 $542K
Empirical Asset Management, LLC 0.12% New 1,399 $541K
Marathon Capital Management 0.11% Add +17.4% 1,397 $540K
Supplemental Annuity Collective Trust of NJ 0.14% Reduce -7.4% 1,393 $539K
Western Pacific Wealth Management, LP 0.49% Add +46.9% 1,391 $538K
Oslo Pensjonsforsikring AS 0.06% Reduce -14.0% 1,387 $536K
B. Riley Wealth Advisors, Inc. 0.03% Add +18.2% 1,379 $535K
Hurlow Wealth Management Group, Inc. 0.11% Add +2.5% 1,381 $534K
Walleye Capital LLC 0.00% Reduce -54.4% 1,380 $534K
Bank of Marin 0.37% Reduce -5.6% 1,379 $533K
Focus Partners Advisor Solutions, LLC 0.00% Add +30.5% 1,375 $532K
Centurion Wealth Management LLC 0.13% Reduce -1.8% 1,374 $531K
Certuity, LLC 0.03% Add +12.6% 1,357 $525K
Oregon Pacific Wealth Management, LLC 0.49% Reduce -2.5% 1,356 $524K
Patrick M Sweeney & Associates, Inc. 0.30% Add +3.4% 1,355 $524K
Centric Wealth Management 0.08% No change 1,400 $521K
Gratus Wealth Advisors, LLC 0.07% No change 1,343 $519K
Versant Capital Management, Inc 0.05% Add +18.8% 1,340 $518K
Taylor Hoffman Capital Management LLC 0.13% No change 1,336 $517K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -8.4% 1,303 $504K
Walker Financial Services, Inc. 0.16% No change 1,302 $504K
Dodge & Cox 0.00% No change 1,300 $503K
SummitTX Capital, L.P. 0.01% Reduce -62.4% 1,296 $501K
Capital Investment Advisors, LLC 0.01% Add +12.1% 1,294 $501K
Prospera Financial Services Inc 0.01% Reduce -8.8% 1,282 $497K
Asahi Life Asset Management Co., LTD. 0.28% New 1,279 $495K
Pallas Capital Advisors LLC 0.02% Add +18.1% 1,273 $493K
J Hagan Capital, Inc. 0.23% No change 1,268 $490K
LMR Partners LLP 0.00% Reduce -83.9% 1,268 $490K
Quarry LP 0.08% Add +529.0% 1,258 $487K
Valmark Advisers, Inc. 0.01% Reduce -2.9% 1,254 $485K
Shufro Rose & Co. LLC 0.03% No change 1,250 $483K
Sompo Asset Management Co., Ltd. 0.08% No change 1,250 $483K
iSAM Funds (UK) Ltd 0.34% Reduce -53.9% 1,240 $480K
Wheelhouse Advisory Group LLC 0.14% No change 1,237 $478K
Prudent Man Advisors, LLC 0.11% Add +12.3% 1,237 $478K
Compagnie Lombard Odier SCmA 0.01% New 1,236 $478K
Donaldson Capital Management, LLC 0.01% Reduce -0.9% 1,223 $473K
NorthCrest Asset Manangement, LLC 0.01% Reduce -11.0% 1,121 $471K
Compass Wealth Management LLC 0.09% New 1,218 $471K
Catalyst Financial Partners LLC 0.05% Add +34.5% 1,212 $469K
Kera Capital Partners, Inc. 0.04% Add +55.0% 1,209 $468K
St Germain D J Co. Inc. 0.02% Reduce -8.8% 1,209 $468K
Dearborn Partners LLC 0.03% No change 1,208 $467K
Guardian Partners Inc. 0.04% Reduce -59.3% 1,206 $466K
Prosperity Consulting Group, LLC 0.02% New 1,200 $464K
HORAN Wealth, LLC 0.06% Reduce -1.4% 1,191 $461K
Fielder Capital Group LLC 0.10% Add +7.9% 1,190 $460K
Centaurus Financial, Inc. 0.02% Reduce -13.9% 1,187 $459K
Capital Asset Advisory Services LLC 0.02% Add +48.1% 1,182 $457K
Axxcess Wealth Management, LLC 0.01% New 1,182 $457K
Highland Capital Management, LLC 0.02% Reduce -1.7% 1,180 $456K
Jacobi Capital Management LLC 0.02% Reduce -18.0% 1,180 $456K
Sivia Capital Partners, LLC 0.05% New 1,163 $450K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.13% Add +6.5% 1,154 $446K
Monarch Capital Management Inc. 0.10% No change 1,153 $446K
Middleton & Co. Inc. 0.05% No change 1,150 $445K
Abacus Planning Group, Inc. 0.05% New 1,144 $442K
Evermay Wealth Management LLC 0.05% No change 1,142 $442K
MCF Advisors LLC 0.02% Add +5.6% 1,139 $440K
Premier Path Wealth Partners, LLC 0.05% Add +13.9% 1,131 $438K
Facet Wealth, Inc. 0.01% Add +35.2% 1,130 $437K
Everett Harris & Co. 0.01% Add +23.8% 1,128 $436K
Weinberger Asset Management, Inc 0.14% Add +0.5% 1,156 $435K
Gryphon Financial Partners LLC 0.04% Add +12.0% 1,119 $433K
Cardiff Park Advisors, LLC 0.03% No change 1,118 $432K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -50.0% 1,118 $432K
Client 1ST Advisory Group, LLC 0.12% Add +3.3% 1,117 $432K
McAdam, LLC 0.02% New 1,108 $428K
Willner & Heller, LLC 0.27% Add +0.5% 1,107 $428K
Heritage Wealth Management, Inc. 0.11% No change 1,106 $428K
Jamison Private Wealth Management, Inc. 0.04% New 1,105 $427K
Balentine LLC 0.02% Reduce -0.9% 1,104 $427K
Haverford Trust Co 0.00% Reduce -0.5% 1,102 $426K
Virtue Capital Management, LLC 0.06% Reduce -9.7% 1,099 $425K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -81.8% 1,094 $423K
Centiva Capital, LP 0.01% Add +36.6% 1,093 $423K
Tempo Wealth, LLC 0.06% Reduce -2.9% 1,088 $421K
Baker Avenue Asset Management, LP 0.01% New 1,087 $420K
Great Valley Advisor Group, Inc. 0.01% Reduce -18.5% 1,084 $419K
Englebert Financial Advisers, LLC 0.41% Reduce -51.0% 1,080 $418K
Tamar Securities, LLC 0.04% Add +48.8% 1,079 $417K
Daytona Street Capital LLC 0.30% No change 1,000 $417K
Resonant Capital Advisors, LLC 0.02% Add +13.4% 1,076 $416K
Finward Bancorp 0.31% Reduce -17.8% 1,071 $414K
Kuhn & Co Investment Counsel 0.24% Add +0.4% 1,071 $414K
Smithbridge Asset Management Inc. 0.06% Reduce -4.9% 1,070 $414K
Wealthquest Corp 0.03% Add +7.9% 1,070 $414K
Waddell & Associates, LLC 0.02% Add +27.7% 1,065 $412K
Whalen Wealth Management Inc. 0.19% No change 1,064 $411K
Avestar Capital, LLC 0.02% New 1,059 $410K
Wealth Management Associates, Inc. 0.11% New 1,053 $407K
Advisors Capital Management, LLC 0.00% Add +23.4% 1,043 $404K
Kelly Financial Group LLC 0.09% No change 1,040 $402K
King Wealth Management Group 0.04% Reduce -0.9% 1,037 $401K
CENTRAL TRUST Co 0.01% Add +10.3% 1,036 $401K
Romano Brothers and Company 0.04% No change 1,036 $401K
Conning Inc. 0.01% No change 1,031 $399K
Nilsine Partners, LLC 0.03% Reduce -9.8% 1,030 $398K
Clear Harbor Asset Management, LLC 0.02% Reduce -10.1% 1,029 $398K
Ashton Thomas Private Wealth, LLC 0.01% Add +11.2% 1,026 $397K
Douglass Winthrop Advisors, LLC 0.01% No change 1,025 $396K
Continuum Advisory, LLC 0.03% New 1,018 $394K
TIAA Wealth Investment Management LLC 0.00% Add +28.6% 1,015 $393K
Lecap Asset Management Ltd. 0.17% Reduce -84.1% 1,014 $392K
Fulcrum Asset Management LLP 0.04% Reduce -80.6% 1,009 $392K
Liberty One Investment Management, LLC 0.04% Add +8.8% 1,012 $391K
Hilton Head Capital Partners, LLC 0.20% Reduce -2.9% 1,011 $391K
Optas, LLC 0.05% Add +22.1% 1,009 $390K
Signal Advisors Wealth, LLC 0.02% Add +13.4% 1,008 $390K
Winebrenner Capital Management LLC 0.23% Add +0.2% 993 $384K
JMN Financial LLC 0.30% New 990 $383K
Plancorp, LLC 0.01% Reduce -45.9% 899 $382K
First Financial Corp. 0.13% No change 971 $376K
Oath Planning, LLC 0.28% Add +0.6% 971 $375K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 970 $375K
Baader Bank Aktiengesellschaft 0.03% New 967 $374K
Aspire Private Capital, LLC 0.08% Reduce -9.6% 967 $374K
Bell Investment Advisors, Inc 0.05% Add +2.6% 962 $372K
Aegis Wealth Management LLC 0.17% Add +19.8% 961 $372K
Fieldview Capital Management, LLC 0.11% New 961 $372K
Independence Bank of Kentucky 0.04% Reduce -7.6% 959 $371K
Prime Capital Investment Advisors, LLC 0.00% Add +13.4% 957 $370K
Drive Wealth Management, LLC 0.07% New 953 $369K
Accredited Investors Inc. 0.02% No change 953 $369K
Defiance ETFs, LLC 0.01% Add +19.5% 881 $367K
Benchmark Investment Advisors LLC 0.16% Reduce -0.5% 940 $363K
Ponta Wealth Partners, LLC 0.19% New 937 $362K
Moneta Group Investment Advisors LLC 0.00% Add +1.4% 936 $362K
71 West Capital Partners 0.01% New 936 $362K
S-Bank Fund Management Ltd 0.05% New 932 $360K
Circle Wealth Management, LLC 0.00% Add +1.2% 931 $360K
Naviter Wealth, LLC 0.03% Reduce -1.6% 930 $360K
Sagewood Asset Management LP 0.08% New 924 $357K
Berkshire Asset Management LLC 0.01% Add +1.0% 920 $356K
Insigneo Advisory Services, LLC 0.01% Reduce -22.3% 919 $355K
Regatta Capital Group, LLC 0.05% Reduce -1.7% 918 $355K
NorthRock Partners, LLC 0.01% Reduce -25.6% 917 $355K
Hengehold Capital Management LLC 0.03% Reduce -5.3% 916 $354K
Claro Advisors Inc. 0.04% Add +0.2% 910 $352K
Wealth Advisory Solutions, LLC 0.07% No change 907 $351K
Hilltop Partners LLC 0.09% Reduce -0.8% 907 $351K
Sara-Bay Financial 0.09% Reduce -6.8% 906 $350K
BTG Pactual Asset Management US LLC 0.03% New 906 $350K
Chiron Capital Management, LLC 0.31% Reduce -40.0% 902 $349K
Gladstone Institutional Advisory LLC 0.01% Add +0.9% 901 $348K
Retirement Planning Group, LLC / NY 0.19% Add +0.5% 892 $345K
Moss Adams Wealth Advisors LLC 0.02% New 889 $344K
PEAK6 LLC 0.01% New 888 $343K
Beese Fulmer Investment Management, Inc. 0.02% New 882 $341K
Venturi Wealth Management, LLC 0.01% New 876 $339K
Atlas Wealth LLC 0.05% Add +7.9% 874 $338K
Fulton Bank, N.A. 0.01% Add +1.2% 870 $336K
Cornerstone Wealth Management, LLC 0.01% Reduce -9.0% 863 $334K
West Family Investments, Inc. 0.10% New 854 $330K
Primoris Wealth Advisors, LLC 0.15% New 850 $329K
South Shore Capital Advisors 0.22% New 843 $326K
Private Wealth Asset Management, LLC 0.03% No change 842 $326K
Sound Income Strategies, LLC 0.01% Reduce -0.5% 842 $326K
SJS Investment Consulting Inc. 0.04% Reduce -3.1% 841 $325K
International Assets Investment Management, LLC 0.02% Add +199.9% 300,065 $324K
Paragon Capital Management Ltd 0.06% New 837 $324K
Leonteq Securities AG 0.02% Reduce -77.4% 835 $323K
Johnson Financial Group, LLC 0.02% New 834 $323K
FSM Wealth Advisors, LLC 0.03% Add +18.5% 832 $322K
Torrey Growth & Income Advisors 0.11% No change 826 $322K
Alta Advisers Ltd 0.07% No change 831 $321K
First Financial Bank - Trust Division 0.02% Reduce -9.6% 828 $320K
Manchester Capital Management LLC 0.04% Add +4.8% 826 $319K
MassMutual Private Wealth & Trust, FSB 0.01% Add +22.6% 823 $318K
HighPoint Advisor Group LLC 0.01% No change 817 $316K
Crawford Investment Counsel Inc. 0.01% Reduce -6.1% 817 $316K
Campion Asset Management 0.19% No change 816 $316K
Cary Street Partners Investment Advisory LLC 0.06% Add +3.2% 815 $315K
Journey Advisory Group, LLC 0.02% New 815 $315K
SmartHarvest Portfolios, LLC 0.10% New 810 $313K
MQS Management LLC 0.38% New 809 $313K
SageView Advisory Group, LLC 0.01% Add +0.3% 808 $313K
Ellevest, Inc. 0.04% Reduce -25.4% 805 $313K
AssuredPartners Investment Advisors, LLC 0.03% Add +8.9% 808 $312K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +5.8% 807 $312K
Hutchens & Kramer Investment Management Group, LLC 0.08% Reduce -42.4% 806 $312K
First Western Trust Bank 0.02% Reduce -21.8% 805 $311K
Basepoint Wealth LLC 0.18% Add +0.9% 803 $311K
China Universal Asset Management Co., Ltd. 0.02% Reduce -36.0% 800 $309K
Beck Mack & Oliver LLC 0.01% Reduce -0.3% 799 $309K
3Chopt Investment Partners, LLC 0.06% Add +12.7% 798 $309K
HBK Sorce Advisory LLC 0.01% Add +10.4% 788 $308K
Fulton Breakefield Broenniman LLC 0.02% No change 796 $308K
IFP Advisors, Inc 0.01% Reduce -6.9% 792 $306K
Quent Capital, LLC 0.02% Add +30.6% 790 $306K
Colonial River Investments, LLC 0.09% Reduce -19.8% 784 $303K
Money Concepts Capital Corp. 0.01% Reduce -75.0% 784 $303K
Parkside Financial Bank & Trust 0.02% Add +9.1% 782 $302K
Generali Investments, Management Co LLC 0.07% No change 782 $302K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -22.1% 781 $302K
Lakeridge Wealth Management LLC 0.11% Reduce -2.3% 779 $301K
Schnieders Capital Management, Llc. 0.04% No change 776 $300K
Horizon Bancorp Inc. 0.14% No change 771 $298K
Patton Albertson Miller Group, LLC 0.03% Reduce -1.7% 769 $297K
Altfest L J & Co. Inc. 0.03% No change 767 $297K
Platform Technology Partners 0.05% Add +7.3% 767 $297K
Latitude Advisors, LLC 0.12% No change 765 $296K
Alpha Omega Wealth Management LLC 0.04% Reduce -2.2% 763 $295K
Pettinga Financial Advisors LLC 0.05% Reduce -4.4% 756 $292K
Capital Investment Advisory Services, LLC 0.02% Reduce -4.3% 750 $290K
Parsons Capital Management Inc. 0.01% New 749 $290K
CWA Asset Management Group, LLC 0.01% New 749 $290K
Koshinski Asset Management, Inc. 0.02% New 747 $289K
Choate Investment Advisors 0.01% Reduce -4.9% 744 $288K
Capital Analysts, LLC 0.01% No change 743 $287K
Cromwell Holdings LLC 0.13% Add +36.9% 742 $287K
Lynch Investment Planning, LLC 0.22% Add +0.4% 742 $287K
Global Trust Asset Management, LLC 0.09% Reduce -21.6% 741 $287K
Mather Group, Llc. 0.00% Add +173.1% 740 $286K
SwitchPoint Financial Planning, LLC 0.16% Add +0.7% 738 $285K
PKS Advisory Services, LLC 0.05% New 734 $284K
Symphony Financial, Ltd. Co. 0.03% Add +5.2% 729 $283K
East Coast Asset Management, LLC. 0.08% No change 730 $282K
Hudson Value Partners, LLC 0.07% New 725 $280K
Palisades Hudson Asset Management, L.P. 0.10% Reduce -20.2% 723 $280K
CVA Family Office, LLC 0.03% Add +2.6% 722 $279K
Asset One Wealth Management LLC 0.03% Reduce -18.7% 714 $279K
Seeds Investor LLC 0.03% New 721 $279K
Expressive Wealth LLC 0.26% New 720 $278K
Strategic Financial Services, Inc. 0.01% Reduce -0.7% 720 $278K
Gerber Kawasaki Wealth & Investment Management 0.01% New 718 $278K
Verdence Capital Advisors LLC 0.01% Reduce -94.8% 717 $277K
Fort Point Capital Partners LLC 0.03% Reduce -4.7% 717 $277K
Chesapeake Capital Corp. 0.15% New 711 $275K
Samalin Investment Counsel, LLC 0.09% Add +0.1% 705 $273K
nVerses Capital, LLC 0.42% New 700 $271K
Dean Investment Associates, LLC 0.04% Reduce -0.8% 700 $271K
Keynote Financial Services LLC 0.13% Reduce -1.1% 697 $270K
Adams Wealth Management 0.05% No change 695 $269K
CacheTech Inc. 0.04% No change 695 $269K
Avidian Wealth Enterprises, LLC 0.01% New 695 $269K
Harbour Trust & Investment Management Co 0.03% New 692 $268K
Range Advisory, LLC 0.03% New 691 $267K
Abel Hall, LLC 0.05% New 690 $267K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -11.1% 690 $267K
Aldebaran Financial Inc. 0.22% Add +0.1% 689 $266K
Shoker Investment Counsel, Inc. 0.07% No change 688 $266K
SYM FINANCIAL Corp 0.02% New 686 $265K
Rik Saylor Financial, Inc. 0.17% New 683 $264K
Pines Wealth Management, LLC 0.08% Reduce -34.5% 682 $264K
Belpointe Asset Management LLC 0.01% Reduce -7.7% 681 $264K
Drucker Wealth 3.0, LLC 0.04% New 679 $263K
Basecamp Wealth Advisors LLC 0.05% Add +0.1% 679 $263K
Pathway Financial Advisers, LLC 0.07% New 678 $262K
Forefront Wealth Partners, LLC 0.08% Reduce -2.7% 676 $261K
Advisor OS, LLC 0.02% New 675 $261K
McElhenny Sheffield Capital Management, LLC 0.06% New 675 $261K
Meyer Handelman Co. 0.01% New 675 $261K
Flputnam Investment Management Co. 0.00% New 675 $261K
Aprio Wealth Management, LLC 0.01% New 675 $261K
Legacy Edge Advisors, LLC 0.02% New 669 $259K
Income Insurance Ltd 0.15% New 668 $258K
Chapman Financial Group, LLC 0.17% Reduce -23.9% 667 $258K
Everpar Advisors LLC 0.07% New 667 $258K
Stanley-Laman Group, Ltd. 0.03% No change 666 $258K
Medallion Wealth Advisors, LLC 0.08% Reduce -1.5% 666 $258K
Alpine Woods Capital Investors, LLC 0.06% Reduce -3.4% 661 $256K
Summitry LLC 0.01% New 661 $256K
Bryn Mawr Trust Advisors, LLC 0.01% New 658 $254K
Kellett Wealth Advisors, LLC 0.12% New 657 $254K
IHT Wealth Management, LLC 0.01% Reduce -8.9% 653 $253K
Cherokee Insurance Co 0.10% New 650 $251K
Ascent Wealth Partners, LLC 0.03% New 646 $250K
Florida Financial Advisors, LLC 0.04% New 644 $249K
Affinity Investment Advisors, LLC 0.13% New 645 $249K
Laurel Oak Wealth Management, LLC 0.04% Reduce -28.0% 645 $249K
DT Investment Partners, LLC 0.02% No change 644 $249K
Fire Capital Management LLC 0.10% New 644 $249K
Kovack Advisors, Inc. 0.01% New 602 $249K
Heartwood Wealth Advisors LLC 0.02% New 643 $249K
Ridgecrest Wealth Partners, LLC 0.12% New 640 $248K
DV Trading LLC 0.02% Reduce -33.6% 640 $248K
Rothschild Wealth LLC 0.02% New 638 $247K
Elm Partners Management LLC 0.01% New 638 $247K
GC Wealth Management RIA, LLC 0.01% Reduce -40.2% 637 $246K
Howard Financial Services, LTD. 0.02% New 636 $246K
KFG Wealth Management, LLC 0.03% New 633 $245K
First County Bank 0.12% New 630 $244K
VestGen Advisors, LLC 0.01% New 629 $243K
Strategic Blueprint, LLC 0.01% New 627 $243K
Interchange Capital Partners, LLC 0.05% New 627 $242K
Fiduciary Family Office, LLC 0.06% New 627 $242K
Washington Capital Management, Inc. 0.16% New 625 $242K
Godshalk Welsh Capital Management, Inc. 0.13% New 625 $242K
Disciplined Investors, L.L.C. 0.12% New 624 $242K
Sharkey, Howes & Javer 0.03% Reduce -10.1% 624 $241K
PGIM Custom Harvest LLC 0.00% New 624 $241K
Parcion Private Wealth LLC 0.01% New 622 $241K
GW Henssler & Associates Ltd. 0.01% New 621 $240K
Creative Financial Designs Inc. 0.01% Add +0.7% 619 $240K
Mosaic Family Wealth Partners, LLC 0.02% New 619 $239K
Indiana Trust & Investment Management Co 0.07% No change 619 $239K
Harbour Capital Advisors, LLC 0.04% New 575 $239K
First Bancorp, Inc 0.09% New 618 $239K
Intelligence Driven Advisers, LLC 0.04% Reduce -12.8% 618 $239K
Baxter Bros Inc. 0.03% New 617 $239K
Linden Thomas Advisory Services, LLC 0.02% New 615 $238K
Cypress Point Wealth Management, LLC 0.05% New 610 $236K
Sepio Capital, LP 0.01% New 610 $236K
Thompson David Blair 0.12% New 606 $234K
First National Trust Co 0.01% New 606 $234K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 604 $234K
HFG Advisors, Inc. 0.15% New 605 $234K
Americana Partners, LLC 0.01% Reduce -33.2% 604 $234K
Commonwealth Financial Services, LLC 0.03% New 603 $233K
CoreCap Advisors, LLC 0.01% Add +10.5% 600 $232K
Convergence Investment Partners, LLC 0.02% New 599 $231K
Destination Wealth Management 0.01% New 596 $231K
BCGM Wealth Management, LLC 0.05% New 596 $230K
Kapstone Financial Advisors LLC 0.10% New 595 $230K
Storen Legacy Partners, LLC 0.06% New 592 $229K
CYBER HORNET ETFs LLC 0.13% Reduce -3.0% 591 $229K
Wellington Grp LLC 0.06% Reduce -16.5% 588 $227K
Truepoint, Inc. 0.00% New 588 $227K
Voleon Capital Management LP 0.00% Reduce -82.2% 588 $227K
Ankerstar Wealth, LLC 0.19% Add +0.3% 586 $227K
Muirfield Wealth Advisors LLC 0.15% New 586 $227K
Stratos Wealth Advisors, LLC 0.01% Reduce -20.9% 585 $226K
GTS Securities LLC 0.00% Reduce -40.1% 584 $226K
Apollon Financial, LLC 0.03% New 583 $226K
Oxford Asset Management LLP 0.11% New 583 $225K
Copley Financial Group, Inc. 0.13% New 577 $223K
Legacy Capital Group California, Inc. 0.07% New 577 $223K
Old Mission Investment Co LLC 0.05% New 575 $222K
Bridgewater Advisors Inc. 0.01% Add +11.7% 590 $221K
55 North Private Wealth, LLC 0.04% New 572 $221K
MBM Wealth Consultants, LLC 0.04% No change 571 $221K
United Community Bank 0.07% Reduce -2.6% 570 $220K
Cambient Family Office, LLC 0.03% New 567 $219K
Venture Visionary Partners LLC 0.01% New 566 $219K
Rise Advisors, LLC 0.06% New 566 $219K
Quotient Wealth Partners, LLC 0.01% New 564 $218K
Caden Capital Partners, LP 2.63% Reduce -34.7% 564 $218K
McLean Asset Management Corp 0.03% New 579 $218K
Key Financial Inc 0.04% No change 562 $217K
Greenwich Wealth Management LLC 0.01% New 561 $217K
Diversified Enterprises, LLC 0.01% New 560 $217K
Seneca House Advisors 0.08% New 559 $216K
A4 Wealth Advisors LLC 0.15% Reduce -22.4% 558 $216K
Fortune Financial Advisors, LLC 0.09% New 558 $216K
Cozad Asset Management Inc. 0.01% New 557 $215K
Atlas Private Wealth Advisors 0.05% New 556 $215K
Saiph Capital, LLC 0.06% New 556 $215K
Evercore Wealth Management, LLC 0.00% New 556 $215K
Home Federal Bank of Tennessee 0.05% New 555 $215K
KLCM Advisors, Inc. 0.02% New 552 $214K
Tannin Capital LLC 0.14% New 552 $213K
Whalerock Point Partners, LLC 0.04% New 552 $213K
New England Capital Financial Advisors LLC 0.05% Add +0.2% 548 $212K
Personal Cfo Solutions, LLC 0.03% New 546 $211K
Bellars Harris Wealth Management, LLC 0.04% — 543 $210K
Meridian Wealth Management, LLC 0.01% New 538 $208K
Riverstone Advisors, LLC 0.09% New 538 $208K
Syverson Strege & Co 0.05% New 538 $208K
Argos Wealth Advisors, LLC 0.06% New 537 $208K
Novare Capital Management LLC 0.01% New 536 $207K
New Republic Capital, LLC 0.05% New 535 $207K
V2 Financial group LLC 0.08% New 533 $206K
Narwhal Capital Management 0.01% Reduce -64.0% 532 $206K
Crew Capital Management, Ltd 0.11% New 529 $205K
Novem Group 0.02% New 529 $205K
Cache Advisors, LLC 0.02% No change 527 $204K
Summit Place Financial Advisors, LLC 0.09% New 525 $203K
SeaCrest Wealth Management, LLC 0.02% Reduce -58.6% 525 $203K
Jeppson Wealth Management, LLC 0.06% New 524 $203K
North Star Investment Management Corp. 0.01% Add +4.0% 522 $202K
Financial Advisors Network, Inc. 0.02% New 521 $201K
City Holding Co. 0.02% No change 515 $199K
Quantum Portfolio Management LLC 0.07% New 496 $192K
Vestor Capital, LLC 0.01% Reduce -85.5% 239 $187K
BNP Paribas 0.01% Reduce -33.5% 476 $184K
Roxbury Financial LLC 0.14% Add +0.4% 452 $175K
Strategic Wealth Partners, Ltd. 0.01% Reduce -2.2% 448 $173K
Covestor Ltd 0.10% Add +29.2% 442 $171K
TD Private Client Wealth LLC 0.00% Reduce -89.8% 422 $163K
Gilpin Wealth Management, LLC 0.11% Add +296.2% 420 $162K
Commonwealth Retirement Investments LLC 0.04% New 417 $161K
First Horizon Corp. 0.01% Add +20.8% 412 $159K
AXS Investments LLC 0.04% Reduce -20.0% 400 $155K
IFG Advisory, LLC 0.01% New 395 $153K
Hartford Financial Management Inc. 0.03% No change 380 $147K
Hilltop National Bank 0.03% Add +17.0% 379 $147K
Acumen Wealth Advisors, LLC 0.03% Reduce -94.6% 372 $144K
HM Payson & Co. 0.00% No change 370 $143K
AdvisorNet Financial, Inc 0.01% Reduce -40.7% 368 $142K
Zions Bancorporation, National Association 0.01% Add +27.6% 351 $136K
Curat Global, LLC 0.11% Reduce -14.3% 300 $135K
American National Bank & Trust 0.01% No change 350 $135K
Center for Financial Planning, Inc. 0.01% No change 349 $135K
Archer Investment Corp 0.03% No change 348 $135K
Cassaday & Co Wealth Management LLC 0.00% Reduce -1.7% 340 $131K
University of Texas/Texas Am Investment Management Co. 0.01% New 334 $129K
Barnes Dennig Private Wealth Management LLC 0.10% Add +0.6% 313 $121K
MV Capital Management, Inc. 0.01% Add +19.1% 306 $118K
Trust Co 0.01% Add +10.9% 305 $118K
Colonial Trust Co / SC 0.01% Reduce -62.8% 305 $118K
Miller Capital Partners, Inc. 0.05% Reduce -33.1% 303 $117K
Van Lanschot Kempen Investment Management N.V. 0.00% Reduce -26.8% 303 $117K
Compass Financial Management LLC 0.01% — 302 $117K
Mechanics Financial Corp 0.04% No change 300 $116K
Westfuller Advisors, LLC 0.04% Reduce -27.2% 292 $113K
Oakworth Capital, Inc. 0.01% No change 264 $110K
Investors Research Corp 0.02% No change 282 $109K
Eastern Bank 0.00% New 281 $109K
Caldwell Trust Co 0.01% No change 280 $108K
Evolution Advisers, Inc. 0.04% Add +19.1% 281 $108K
Harbor Asset Planning, Inc. 0.08% No change 276 $107K
Smithfield Trust Co 0.00% No change 272 $105K
Valley National Advisers Inc. 0.01% Reduce -2.2% 271 $105K
Cornerstone Financial Management LLC 0.08% Add +12.0% 270 $104K
Trust Co. of Vermont 0.00% — 269 $104K
Silvant Capital Management LLC 0.00% No change 257 $99K
HFM Investment Advisors, LLC 0.03% Add +4.1% 254 $98K
Capital Advisors, Ltd. LLC 0.01% Add +0.4% 251 $97K
Southern Michigan Bank & Trust 0.03% Reduce -3.1% 250 $97K
Monetary Management Group Inc. 0.02% No change 250 $97K
Salomon & Ludwin, LLC 0.01% No change 229 $95K
Transamerica Financial Advisors, LLC 0.01% Reduce -76.6% 243 $94K
Vima LLC 0.09% — 243 $94K
Erste Asset Management GmbH 0.00% Reduce -93.9% 190 $94K
NBH Bank 0.04% — 241 $93K
Clearstead Trust, LLC 0.01% Add +2.6% 239 $92K
Colonial Trust Advisors 0.01% Add +18.0% 236 $91K
Rossby Financial, LCC 0.02% Reduce -10.7% 234 $90K
Cohen & Steers, Inc. 0.00% No change 220 $85K
Abound Financial, LLC 0.03% No change 215 $83K
Ogorek Anthony Joseph /NY/ 0.02% Add +8.6% 215 $83K
GW&K Investment Management, LLC 0.00% Add +20.6% 199 $77K
Raleigh Capital Management Inc. 0.02% Reduce -16.4% 199 $77K
Spire Wealth Management 0.00% Add +2.6% 197 $76K
Elequin Capital, LP 0.01% New 189 $73K
Harbor Investment Advisory, LLC 0.00% No change 182 $70K
Stone House Investment Management, LLC 0.01% Add +842.1% 179 $69K
Ancora Advisors LLC 0.00% Reduce -57.0% 178 $69K
Financial Consulate, Inc. 0.01% Add +7.4% 174 $67K
Asset Planning,Inc 0.04% New 173 $67K
Vanguard National Trust Co 0.00% No change 170 $66K
Ares Financial Consulting, LLC 0.05% Add +10.0% 165 $64K
Golden State Wealth Management, LLC 0.01% Add +3.2% 163 $63K
True Wealth Design, LLC 0.01% Add +30.1% 160 $62K
City State Bank 0.01% No change 160 $62K
Owl Creek Wealth Partners LLC 0.02% No change 156 $60K
Tiaa Trust, National Association 0.00% Reduce -66.3% 155 $60K
Monetary Solutions, Ltd 0.05% No change 152 $59K
DiNuzzo Private Wealth, Inc. 0.01% Add +2.7% 152 $59K
Coston, McIsaac & Partners 0.01% No change 150 $58K
West Paces Advisors Inc. 0.01% New 146 $56K
EFG International AG 0.00% Reduce -52.6% 144 $56K
Signature Resources Capital Management, LLC 0.02% Add +1260.0% 136 $53K
Financial Perspectives, Inc 0.01% No change 135 $52K
Main Street Group, LTD 0.01% No change 132 $51K
Beacon Financial Strategies CORP 0.03% No change 130 $50K
Pinnacle Bancorp, Inc. 0.01% Reduce -42.5% 130 $50K
SBI Securities Co., Ltd. 0.00% Reduce -4.5% 128 $50K
JFS Wealth Advisors, LLC 0.00% Add +1.6% 127 $49K
Hanson & Doremus Investment Management 0.01% No change 127 $49K
Physician Wealth Advisors, Inc. 0.01% Reduce -37.4% 122 $47K
Bogart Wealth, LLC 0.00% Add +7.1% 121 $47K
Wilkerson Advisory Group LLC 0.01% Add +67.6% 119 $46K
Dorato Capital Management 0.03% No change 110 $46K
Bullock Wealth Management Group 0.02% Add +0.9% 110 $46K
Keating Financial Advisory Services, Inc. 0.01% Add +74.6% 117 $45K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 117 $45K
Fiduciary Financial Advisors 0.00% New 119 $45K
Essential Partners LLC 0.02% Add +8.6% 114 $44K
Tacita Capital Inc 0.02% No change 113 $44K
Bravera Wealth 0.02% No change 110 $43K
Fortitude Family Office, LLC 0.01% Add +24.1% 108 $42K
Lanark Financial, Inc. 0.00% Reduce -6.1% 108 $42K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +132.6% 107 $41K
Silver Grove Financial Group, Inc. 0.02% Add +1414.3% 106 $41K
Park Place Capital Corp 0.01% Reduce -0.9% 106 $41K
Elevation Wealth Partners, LLC 0.01% Add +600.0% 105 $41K
IAG Wealth Partners, LLC 0.00% No change 104 $40K
Signature Equity Partners, LLC 0.02% Add +47.8% 102 $39K
Gen-Wealth Partners Inc 0.01% New 102 $39K
Lavaca Capital LLC 0.00% No change 100 $39K
JPL Wealth Management, LLC 0.01% Add +100.0% 98 $38K
Truvestments Capital LLC 0.01% Add +11.4% 98 $38K
Rialto Wealth Management, LLC 0.01% Reduce -5.0% 95 $37K
Trust Co. of Toledo NA 0.00% Reduce -1.1% 90 $35K
Prestige Wealth Management Group LLC 0.01% Reduce -82.4% 89 $34K
Concord Wealth Partners 0.00% New 87 $34K
Walsh & Associates, LLC 0.02% No change 78 $30K
General Partner, Inc. 0.02% No change 75 $29K
Mascoma Wealth Management LLC 0.01% No change 75 $29K
Farmers & Merchants Investments Inc. 0.00% No change 75 $29K
Fourth Dimension Wealth, LLC 0.01% Add +29.8% 74 $29K
Bruce G. Allen Investments, LLC 0.02% Add +60.9% 74 $29K
Kilter Group LLC 0.01% Add +14.3% 72 $28K
Montag A & Associates Inc. 0.00% No change 72 $28K
Kingdom Financial Group LLC. 0.01% Add +373.3% 71 $27K
Kozak & Associates, Inc. 0.00% Reduce -70.0% 64 $26K
Godsey & Gibb, Inc. 0.00% No change 66 $25K
Kemnay Advisory Services Inc. 0.00% Reduce -27.0% 65 $25K
J.Safra Asset Management Corp 0.00% No change 64 $25K
Cornerstone Planning Group LLC 0.00% Reduce -12.5% 63 $25K
Register Financial Advisors LLC 0.01% New 61 $24K
Entrust Financial LLC 0.02% No change 60 $23K
Highline Wealth Partners LLC 0.00% Add +28.3% 59 $23K
Princeton Global Asset Management LLC 0.00% Add +20.8% 58 $22K
Crews Bank & Trust 0.00% No change 58 $22K
Tounjian Advisory Partners, LLC 0.01% New 57 $22K
Boyd Watterson Asset Management LLC 0.01% No change 56 $22K
Joseph Group Capital Management 0.00% Add +166.7% 56 $22K
Plante Moran Financial Advisors, LLC 0.00% Add +1.9% 55 $21K
Piscataqua Savings Bank 0.01% Reduce -20.3% 55 $21K
IMG Wealth Management, Inc. 0.01% Add +38.5% 54 $21K
Raffa Wealth Management, LLC 0.00% Add +8.2% 53 $20K
Richardson Financial Services Inc. 0.01% Add +8.2% 53 $20K
Albion Financial Group 0.00% Reduce -7.1% 52 $20K
Avion Wealth 0.00% Add +173.7% 52 $20K
Vermillion Wealth Management, Inc. 0.00% Reduce -11.9% 52 $20K
Bank & Trust Co 0.01% No change 50 $19K
Financial Management Professionals, Inc. 0.00% Add +2.0% 50 $19K
Summit Securities Group LLC 0.00% Add +38.9% 50 $19K
WPG Advisers, LLC 0.01% Add +32.4% 49 $19K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 49 $19K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 49 $19K
Noble Wealth Management PBC 0.01% Add +4.3% 48 $19K
KERR FINANCIAL PLANNING Corp 0.02% Reduce -4.0% 48 $18K
Private Wealth Management Group, LLC 0.00% Reduce -13.0% 47 $18K
Davis Capital Management 0.01% Add +9.3% 47 $18K
Delta Asset Management LLC 0.00% No change 45 $17K
Addison Advisors LLC 0.01% Reduce -92.2% 41 $16K
WealthCollab, LLC 0.01% Reduce -56.0% 40 $15K
Kentucky Trust Co 0.01% No change 40 $15K
Islay Capital Management, LLC 0.01% Reduce -98.0% 40 $15K
DHJJ Financial Advisors, Ltd. 0.00% No change 39 $15K
Vision Retirement, LLC 0.00% No change 39 $15K
Sachetta, LLC 0.01% New 38 $15K
Hughes Financial Services, LLC 0.00% Add +236.4% 37 $14K
SIMA Wealth Partners, LLC 0.01% No change 36 $14K
Beaird Harris Wealth Management, LLC 0.00% No change 34 $13K
Marquette Asset Management, LLC 0.00% New 33 $13K
Crewe Advisors LLC 0.00% Add +10.0% 33 $13K
Dogwood Wealth Management LLC 0.01% Add +26.9% 33 $13K
Arlington Trust Co LLC 0.00% Add +450.0% 33 $13K
MTM Investment Management, LLC 0.00% No change 32 $12K
Bay Harbor Wealth Management, LLC 0.00% Add +47.6% 31 $12K
Flagship Wealth Advisors, LLC 0.00% Reduce -55.7% 31 $12K
Proffitt & Goodson Inc. 0.00% No change 31 $12K
HHM Wealth Advisors, LLC 0.00% Reduce -54.4% 31 $12K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -92.9% 30 $12K
Align Financial, LLC 0.01% No change 30 $12K
SHP Wealth Management 0.00% Add +366.7% 28 $11K
Caitlin John, LLC 0.01% No change 27 $10K
Aventura Private Wealth, LLC 0.00% No change 26 $10K
Activest Wealth Management 0.00% Reduce -35.0% 26 $10K
CDKV Holdings LLC 0.01% No change 25 $10K
Longfellow Investment Management Co. LLC 0.00% Reduce -98.8% 25 $10K
Motco 0.00% Add +8.7% 25 $10K
Global X Japan Co., Ltd. 0.00% Reduce -19.4% 25 $10K
Aspect Partners, LLC 0.00% No change 23 $9K
Orion Capital Management LLC 0.00% No change 23 $9K
First United Bank & Trust 0.00% No change 22 $9K
Alerus Financial NA 0.00% No change 22 $9K
High Note Wealth, LLC 0.00% Add +200.0% 21 $8K
Redwood Park Advisors LLC 0.01% Add +5.0% 21 $8K
Morse Asset Management, Inc 0.00% New 20 $8K
Washington Trust Advisors, Inc. 0.00% Reduce -90.9% 20 $8K
Bare Financial Services, Inc 0.00% Add +58.3% 19 $7K
Kelleher Financial Advisors 0.00% New 19 $7K
Triumph Capital Management 0.00% Add +63.6% 18 $7K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -5.3% 18 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +183.3% 17 $7K
Torren Management, LLC 0.00% No change 17 $7K
Principia Wealth Advisory, LLC 0.00% Add +112.5% 17 $7K
Creative Capital Management Investments LLC 0.00% New 17 $7K
Abound Wealth Management 0.00% Reduce -74.2% 17 $7K
Prosperity Bancshares Inc 0.00% Add +166.7% 16 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 16 $6K
Synergy Investment Management, LLC 0.00% Add +23.1% 16 $6K
Penserra Capital Management LLC 0.00% No change 18 $6K
Wolff Wiese Magana LLC 0.00% No change 15 $6K
Valued Wealth Advisors LLC 0.00% Add +55.6% 14 $5K
Clark Wealth Partners 0.00% New 14 $5K
Cedar Mountain Advisors, LLC 0.00% No change 14 $5K
Hollencrest Capital Management 0.00% No change 14 $5K
Sankala Group LLC 0.00% Reduce -7.1% 13 $5K
PFS Partners, LLC 0.00% No change 13 $5K
American Capital Advisory, LLC 0.00% Add +62.5% 13 $5K
Ascentis Independent Advisors 0.01% Reduce -87.0% 13 $5K
Catherine Avery Investment Management LLC 0.00% New 13 $5K
Ameriflex Group, Inc. 0.00% Add +225.0% 13 $5K
Burk Holdings LLC 0.00% No change 13 $5K
Fortis Group Advisors, LLC 0.00% No change 13 $5K
Planning Strategies Inc. 0.00% — 12 $5K
CoreFirst Bank & Trust 0.00% No change 12 $5K
Nemes Rush Group LLC 0.00% Reduce -14.3% 12 $5K
Evelyn Partners Group Ltd 0.00% — 12 $5K
Retirement Wealth Solutions LLC 0.00% Add +266.7% 11 $4K
BOK Financial Private Wealth, Inc. 0.00% New 11 $4K
United Financial Planning Group LLC 0.00% No change 11 $4K
Markowski Investments 0.00% — 11 $4K
1015 Capital Partners, LLC 0.00% Add +150.0% 10 $4K
Marshall Investment Management, LLC 0.00% New 10 $4K
Atlatl Advisers LLC 0.00% New 10 $4K
Strengthening Families & Communities, LLC 0.00% Add +80.0% 9 $4K
Sunrise Financial Services, LLC 0.00% No change 9 $3K
Carolina Wealth Advisors, LLC 0.00% No change 9 $3K
Horizon Financial Services, LLC 0.00% New 9 $3K
Tompkins Financial Corp. 0.00% No change 9 $3K
Benson Wealth Management INC 0.00% No change 8 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 8 $3K
Mosley Wealth Management 0.00% No change 8 $3K
Elevated Capital Advisors, LLC 0.00% No change 8 $3K
Nvwm, LLC 0.00% Add +166.7% 8 $3K
Itau Unibanco Holding S.A. 0.00% New 8 $3K
Hoey Investments, Inc. 0.00% No change 7 $3K
Fairscale Capital, LLC 0.00% No change 7 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 7 $3K
First Command Advisory Services, Inc. 0.00% Reduce -95.8% 7 $3K
Dunhill Financial, LLC 0.00% Add +50.0% 6 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% New 6 $2K
Quaker Wealth Management, LLC 0.00% Add +100.0% 6 $2K
Key Capital Management, INC 0.00% No change 6 $2K
S&T Bank 0.00% New 6 $2K
Persistent Asset Partners Ltd 0.00% New 6 $2K
WestEnd Advisors, LLC 0.00% No change 6 $2K
Harborfront Financial Group LLC 0.01% — 5 $2K
PayPay Securities Corp 0.05% No change 5 $2K
Park Square Financial Group, LLC 0.02% New 5 $2K
Raelipskie Partnership 0.00% No change 5 $2K
Bfsg, LLC 0.00% Reduce -50.0% 5 $2K
Buck Wealth Strategies, LLC 0.00% New 5 $2K
JNBA Financial Advisors 0.00% No change 5 $2K
Downshift Financial, LLC 0.00% New 4 $2K
Glen Eagle Advisors, LLC 0.00% No change 4 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 4 $1K
Seneschal Advisors, LLC 0.00% Add +200.0% 3 $1K
Breakwater Investment Management 0.00% New 3 $1K
Oakmont Advisory Group, LLC 0.00% New 3 $1K
Lodestone Wealth Management LLC 0.00% No change 3 $1K
FWL Investment Management, LLC 0.00% New 3 $1K
Navigoe, LLC 0.00% New 4 $1K
DecisionPoint Financial, LLC 0.00% Reduce -60.0% 2 $833
Spectrum Wealth Advisory Group, LLC 0.00% New 2 $782
TFC Financial Management, Inc. 0.00% No change 2 $776
Rakuten Securities, Inc. 0.00% Add +100.0% 2 $773
Financial Gravity Companies, Inc. 0.00% — 2 $773
N.E.W. Advisory Services LLC 0.00% Reduce -93.8% 2 $773
Meramec Financial Planners, LLC 0.00% No change 2 $757
SOA Wealth Advisors, LLC. 0.00% Reduce -50.0% 1 $414
Frazier Financial Advisors, LLC 0.00% No change 1 $403
Evolution Wealth Management Inc. 0.00% No change 1 $387
Maryland Capital Advisors Inc. 0.00% — 1 $387
Glass Jacobson Investment Advisors llc 0.00% No change 1 $387
Cherry Tree Wealth Management, LLC 0.00% No change 1 $387
Cordant, Inc. 0.00% New 1 $338
LM Advisors LLC 0.00% Add +239.8% 802 $311

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