Emcor GroupEME

13F holders, Q1 2024 (March 31)
655holders
6famous investors
$349.03avg. 13F price*

At the end of Q1 2024, 655 institutions reported holding Emcor Group Inc. (EME) in their 13F filings. The largest holders were BlackRock Inc. ($1.8B), Vanguard Group Inc. ($1.7B) and FMR LLC ($1.6B). 6 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
Emcor Group Inc.
Sector
Industrials
CUSIP
29084Q100
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 655Q1 2024Q2 2024: 747Q2 2024Q3 2024: 793Q3 2024Q4 2024: 890Q4 2024Q1 2025: 874Q1 2025Q2 2025: 945Q2 2025Q3 2025: 1,065Q3 2025Q4 2025: 1,099Q4 2025Q1 2026: 1,164Q1 2026Q2 2026: 1,251Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions133$108.0M
Exits46$124.0M

Ownership 655 holders

BlackRock Inc. 0.04% Reduce -3.3% 5,180,378 $1.8B
Vanguard Group Inc. 0.03% Reduce -0.3% 4,877,710 $1.7B
FMR LLC 0.11% Add +42.0% 4,525,242 $1.6B
Kayne Anderson Rudnick Investment Management LLC 2.42% Reduce -11.6% 2,986,229 $1.0B
State Street Corp. 0.02% Add +3.9% 1,414,061 $495.2M
Select Equity Group, L.P. 1.72% Add +374.8% 1,362,139 $477.0M
Invesco Ltd. 0.09% Add +13.6% 1,220,357 $427.4M
Fuller & Thaler Asset Management, Inc. 1.66% Add +1.7% 1,085,480 $380.1M
Geode Capital Management, LLC 0.03% Add +7.0% 860,032 $301.2M
Norges Bank 0.04% Reduce -2.8% 693,543 $242.9M
Burgundy Asset Management Ltd. 2.50% Add +1.7% 691,381 $242.1M
Lord, Abbett & Co. LLC 0.74% Reduce -2.5% 647,367 $226.7M
Congress Asset Management Co. 1.38% Reduce -11.4% 553,349 $193.8M
Dimensional Fund Advisors LP 0.05% Reduce -24.7% 539,111 $188.8M
Wells Fargo & Company 0.05% Reduce -12.6% 518,126 $181.4M
Morgan Stanley 0.01% Reduce -47.9% 506,581 $177.4M
Bank of New York Mellon Corp 0.03% Reduce -14.3% 491,589 $172.2M
Allspring Global Investments Holdings, LLC 0.24% Add +20.5% 434,523 $152.2M
Acadian Asset Management LLC 0.48% Add +55.6% 391,469 $137.1M
First Trust Advisors LP 0.13% Add +48.6% 357,354 $125.1M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.5% 355,074 $124.3M
Northern Trust Corp. 0.02% Reduce -15.8% 354,271 $124.1M
Los Angeles Capital Management LLC 0.40% Reduce -7.0% 333,718 $116.9M
AQR Capital Management 0.19% Reduce -16.8% 323,473 $113.3M
TimesSquare Capital Management, LLC 1.64% Reduce -24.6% 321,465 $112.6M
Fiera Capital Corp 0.28% Reduce -7.2% 269,541 $94.4M
Clark Capital Management Group, Inc. 0.66% Reduce -0.7% 251,310 $88.0M
Silvercrest Asset Management Group LLC 0.59% Reduce -10.2% 250,342 $87.7M
Bank of America Corp. 0.01% Add +7.8% 246,796 $86.4M
Nuveen Asset Management, LLC 0.02% Reduce -10.0% 233,600 $81.8M
Goldman Sachs Group Inc. 0.02% Reduce -9.5% 205,361 $71.9M
Principal Financial Group Inc. 0.04% Reduce -7.7% 197,889 $69.3M
Envestnet Asset Management Inc. 0.03% Reduce -8.4% 197,785 $69.3M
Millennium Management 0.06% Reduce -33.7% 195,852 $68.6M
Susquehanna Portfolio Strategies, LLC 1.56% No change 191,033 $66.9M
Systematic Financial Management LP 1.81% Reduce -20.6% 184,693 $64.7M
Franklin Resources Inc. 0.02% Add +122.7% 180,999 $63.4M
Allianz Asset Management GmbH 0.10% Reduce -3.0% 173,628 $60.8M
Manufacturers Life Insurance Company, The 0.06% Reduce -21.4% 170,167 $59.6M
Alliancebernstein L.P. 0.02% Reduce -25.1% 163,012 $57.1M
Value Holdings Management Co. LLC 9.98% Reduce -9.3% 161,070 $56.4M
Raymond James & Associates 0.04% Reduce -12.8% 157,003 $55.0M
Ameriprise Financial Inc. 0.02% Add +0.2% 156,221 $54.7M
JPMorgan Chase & Co. 0.00% Reduce -51.9% 149,678 $52.4M
T. Rowe Price Associates Inc. 0.01% Add +10.7% 144,801 $50.7M
Hennessy Advisors Inc. 2.11% Add +18.9% 143,100 $50.1M
Rhumbline Advisers 0.05% Reduce -3.9% 142,995 $50.1M
Assenagon Asset Management S.A. 0.13% Add +23.8% 141,492 $49.6M
Legal & General Group Plc 0.01% Add +16.1% 134,038 $46.9M
Sei Investments Co. 0.07% Add +3.8% 128,492 $45.0M
Qube Research & Technologies Ltd 0.08% Reduce -51.5% 126,768 $44.4M
Citadel Advisors 0.04% Add +28.3% 122,039 $42.7M
New York State Common Retirement Fund 0.06% Reduce -4.1% 119,896 $42.0M
Renaissance Technologies 0.06% Reduce -37.9% 117,200 $41.0M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -7.1% 241,753 $40.0M
Arrowstreet Capital, Limited Partnership 0.04% Add +37.5% 112,748 $39.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +3.9% 111,564 $39.1M
Driehaus Capital Management LLC 0.36% Reduce -34.3% 103,678 $36.3M
Royal Bank of Canada 0.01% Reduce -17.7% 103,163 $36.1M
BNP Paribas Financial Markets 0.04% Add +92.8% 102,516 $35.9M
Zacks Investment Management 0.37% Add +5.5% 97,755 $34.2M
California Public Employees Retirement System 0.02% Reduce -5.7% 96,465 $33.8M
Swiss National Bank 0.02% No change 92,800 $32.5M
Kirr Marbach & Co. LLC 7.83% Reduce -1.9% 92,709 $32.5M
Nordea Investment Management AB 0.04% Reduce -9.7% 91,427 $32.2M
Federated Hermes, Inc. 0.07% Reduce -11.4% 90,847 $31.8M
Stifel Financial Corp. 0.04% Reduce -11.1% 90,061 $31.5M
Russell Investments Group, Ltd. 0.05% Add +18.6% 82,491 $28.9M
Panagora Asset Management Inc. 0.15% Add +75.8% 81,115 $28.4M
UBS Group AG 0.01% Add +16.5% 80,290 $28.1M
Glenmede Trust Co. NA 0.14% Reduce -2.0% 79,614 $27.9M
Retirement Systems of Alabama 0.10% Add +7.7% 77,081 $27.0M
Man Group plc 0.07% Add +7.4% 76,128 $26.7M
Boston Partners 0.03% Reduce -7.2% 74,395 $26.1M
Martingale Asset Management L P 0.51% Add +45.0% 72,895 $25.5M
CW Advisors, LLC 0.43% Add +1.0% 71,644 $25.1M
Segall Bryant & Hamill, LLC 0.46% Reduce -3.5% 70,218 $24.6M
State of Wisconsin Investment Board 0.06% Reduce -12.1% 69,225 $24.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.17% New 68,280 $23.9M
Credit Suisse AG/ 0.02% Add +1.0% 68,191 $23.9M
New York State Teachers Retirement System 0.05% Reduce -1.9% 66,327 $23.2M
LSV Asset Management 0.05% Reduce -41.4% 65,745 $23.0M
Navellier & Associates Inc. 2.77% Add +39.3% 64,217 $22.5M
Thrivent Financial for Lutherans 0.04% Add +2.5% 63,377 $22.2M
Stock Yards Bank & Trust Co. 0.73% Add +13.8% 62,790 $22.0M
Barclays PLC 0.01% Add +10.8% 62,507 $21.9M
American International Group, Inc. 0.08% Reduce -2.0% 62,403 $21.9M
Victory Capital Management Inc. 0.02% Reduce -31.2% 62,056 $21.7M
Leeward Investments, LLC - MA 0.95% Reduce -26.6% 61,277 $21.5M
American Century Companies Inc. 0.01% Add +8.1% 60,181 $21.1M
ExodusPoint Capital Management, LP 0.26% Add +558.9% 59,787 $20.9M
Balyasny Asset Management L.P. 0.06% Add +228.1% 59,495 $20.8M
Hantz Financial Services, Inc. 0.40% Reduce -10.5% 58,825 $20.6M
Hancock Whitney Corp. 0.70% Add +0.4% 57,771 $20.2M
Wedge Capital Management L L P 0.31% Reduce -15.7% 54,957 $19.2M
Jane Street Group, LLC 0.02% Add +95.7% 54,908 $19.2M
Macquarie Group Ltd. 0.02% Add +7.0% 50,219 $17.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -10.1% 49,890 $17.5M
Regions Financial Corp. 0.13% Reduce -11.6% 49,451 $17.3M
Hamilton Point Investment Advisors, LLC 3.35% Reduce -23.7% 48,913 $17.1M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Reduce -46.5% 48,775 $17.1M
California State Teachers Retirement System 0.02% Reduce -5.4% 47,365 $16.6M
Algert Global LLC 0.64% Add +6.8% 46,969 $16.4M
Running Oak Capital LLC 2.61% Reduce -2.0% 46,529 $16.3M
Corbyn Investment Management Inc. 7.08% Reduce -12.5% 45,587 $16.0M
Cubist Systematic Strategies, LLC 0.18% Reduce -59.9% 44,634 $15.6M
Wellington Management Group LLP 0.00% Add +0.2% 44,490 $15.6M
EULAV Asset Management 0.41% Reduce -0.0% 42,623 $14.9M
Canada Pension Plan Investment Board 0.02% Add +14.6% 41,700 $14.6M
Fort Washington Investment Advisors Inc. 0.09% Reduce -47.5% 41,360 $14.5M
Texas Permanent School Fund Corp. 0.11% Add +1.3% 41,172 $14.4M
O'shaughnessy Asset Management, LLC 0.16% Add +3.1% 41,065 $14.4M
Susquehanna International Group, LLP 0.02% Add +237.8% 40,293 $14.1M
Royce & Associates LP 0.13% Add +1.4% 40,244 $14.1M
GHP Investment Advisors, Inc. 0.69% Reduce -2.3% 39,991 $14.0M
Mutual of America Capital Management LLC 0.15% Reduce -3.7% 39,980 $14.0M
Janus Henderson Group PLC 0.01% Add +66.8% 37,611 $13.2M
Natixis Advisors, LLC 0.03% Reduce -6.1% 37,569 $13.2M
Paradigm Capital Management Inc. 0.63% Reduce -14.0% 37,425 $13.1M
Marks Group Wealth Management, Inc 1.35% Reduce -6.2% 36,937 $12.9M
HRT Financial LP 0.08% New 35,907 $12.6M
Comerica Bank 0.05% Add +3.3% 35,691 $12.5M
Prudential Financial Inc. 0.02% Reduce -58.0% 35,004 $12.3M
Verition Fund Management LLC 0.13% Add +109.5% 33,672 $11.8M
HighTower Advisors, LLC 0.02% Add +0.1% 33,380 $11.7M
Amundi 0.00% Add +183.7% 34,154 $11.5M
CANADA LIFE ASSURANCE Co 0.02% Add +20.9% 32,643 $11.4M
Amalgamated Bank 0.09% Reduce -5.3% 31,499 $11.0M
Bank of Nova Scotia 0.02% Add +1485.9% 29,244 $10.2M
Scalar Gauge Management, LLC 7.55% Add +55.6% 28,000 $9.8M
Capital Fund Management S.A. 0.12% Add +8.9% 27,746 $9.7M
State of Tennessee, Department of Treasury 0.04% Add +4.5% 27,696 $9.7M
D. E. Shaw & Co. 0.01% Reduce -58.3% 27,313 $9.6M
MetLife Investment Management, LLC 0.06% Reduce -2.5% 26,496 $9.3M
Squarepoint Ops LLC 0.04% Reduce -27.2% 26,016 $9.1M
Hahn Capital Management LLC 5.43% Reduce -56.0% 25,950 $9.1M
SG Americas Securities, LLC 0.05% Add +259.0% 25,938 $9.1M
STRS Ohio 0.04% Reduce -39.9% 25,809 $9.0M
Teacher Retirement System of Texas 0.06% Add +37.0% 25,560 $9.0M
State of New Jersey Common Pension Fund D 0.03% No change 25,318 $8.9M
Select Asset Management & Trust 3.61% No change 24,773 $8.7M
Vestmark Advisory Solutions, Inc. 0.35% Reduce -13.1% 23,222 $8.1M
Osaic Holdings, Inc. 0.02% Reduce -50.3% 22,945 $8.0M
Public Employees Retirement System of Ohio 0.03% Reduce -6.1% 22,448 $7.9M
Yousif Capital Management, LLC 0.09% Reduce -3.3% 22,370 $7.8M
ING Groep NV 0.05% Add +15.8% 22,000 $7.7M
Wealth Enhancement Advisory Services, LLC 0.02% Add +89.9% 21,688 $7.6M
Marshall Wace, LLP 0.01% New 21,430 $7.5M
Ritholtz Wealth Management 0.26% Reduce -0.7% 21,159 $7.4M
Illinois Municipal Retirement Fund 0.11% Reduce -24.1% 21,097 $7.4M
Treasurer of the State of North Carolina 0.03% Reduce -2.5% 20,720 $7.3M
NewEdge Wealth, LLC 0.16% Reduce -23.9% 20,337 $7.2M
Advisors Asset Management, Inc. 0.14% Add +13.5% 20,369 $7.1M
Nisa Investment Advisors, LLC 0.05% Add +0.1% 20,253 $7.1M
Schonfeld Strategic Advisors LLC 0.06% Add +5.7% 20,057 $7.0M
AXA S.A. 0.02% Reduce -27.7% 19,952 $7.0M
Ensign Peak Advisors, Inc 0.01% Reduce -20.6% 19,947 $7.0M
Inspire Investing, LLC 0.71% Add +60.1% 19,873 $7.0M
Quadrature Capital Ltd 0.12% Add +1279.0% 19,734 $6.9M
NewSquare Capital LLC 0.61% Add +0.5% 19,630 $6.9M
TD Waterhouse Canada Inc. 0.05% Add +24.5% 18,937 $6.9M
Jefferies Financial Group Inc. 0.15% New 19,307 $6.8M
Gotham Asset Management 0.10% Reduce -40.3% 19,127 $6.7M
Van Eck Associates Corp. 0.01% Add +36.5% 19,055 $6.7M
LPL Financial LLC 0.00% Add +36.0% 18,918 $6.6M
Meeder Asset Management Inc. 0.41% No change 18,642 $6.5M
Cetera Investment Advisers 0.02% Add +109.9% 18,302 $6.4M
US Bancorp \de 0.01% Reduce -8.7% 18,022 $6.3M
Strategic Global Advisors, LLC 1.36% Reduce -2.8% 18,000 $6.3M
Orion Porfolio Solutions, LLC 0.07% Add +0.9% 17,973 $6.3M
Orion Portfolio Solutions, LLC 0.07% Add +0.9% 17,973 $6.3M
Ontario Teachers Pension Plan Board 0.06% Reduce -7.2% 17,354 $6.1M
Twin Tree Management, LP 0.13% Add +16955.6% 16,885 $5.9M
Dorsey Wright & Associates 1.51% Add +0.8% 16,509 $5.8M
Knights of Columbus Asset Advisors LLC 0.41% Reduce -13.0% 16,369 $5.7M
Mitchell Capital Management Co. 1.09% Reduce -41.1% 16,179 $5.7M
Symmetry Investments LP 0.59% New 15,986 $5.6M
Premier Fund Managers Ltd 0.22% Reduce -40.1% 15,890 $5.6M
Teachers Retirement System of the State of Kentucky 0.05% No change 15,827 $5.5M
Voya Investment Management LLC 0.01% Add +0.6% 15,100 $5.3M
WCM Investment Management, LLC 0.01% Reduce -87.1% 14,941 $5.2M
Sit Investment Associates Inc. 0.12% Reduce -6.6% 14,925 $5.2M
Daiwa Securities Group Inc. 0.03% Add +4.2% 14,750 $5.2M
Trexquant Investment LP 0.10% Reduce -54.8% 14,227 $5.0M
Global IMC LLC 1.14% Reduce -16.3% 14,124 $4.9M
UMB Bank, n.a. 0.08% Reduce -83.0% 14,104 $4.9M
Miura Global Management, LLC 4.18% New 14,000 $4.9M
Concurrent Investment Advisors, LLC 0.20% Add +13.2% 13,934 $4.9M
Pacer Advisors, Inc. 0.01% Reduce -95.6% 13,693 $4.8M
MML Investors Services, LLC 0.02% Reduce -0.8% 13,661 $4.8M
Citigroup Inc. 0.01% Reduce -26.6% 13,642 $4.8M
Townsquare Capital LLC 0.07% Reduce -14.0% 13,563 $4.7M
Louisiana State Employees Retirement System 0.09% Add +2.3% 13,500 $4.7M
Brevan Howard Capital Management LP 0.44% Add +57.3% 13,289 $4.7M
Pearl River Capital, LLC 0.73% Add +39.1% 13,218 $4.6M
Arizona State Retirement System 0.03% Reduce -1.9% 12,929 $4.5M
Two Sigma Advisers, LP 0.01% Reduce -8.5% 12,900 $4.5M
South Dakota Investment Council 0.09% Add +57.7% 12,851 $4.5M
Monument Capital Management 1.23% Add +1.4% 12,197 $4.3M
Chase Investment Counsel Corp. 1.59% Reduce -1.0% 12,182 $4.3M
Moran Wealth Management, LLC 0.14% Reduce -10.2% 12,142 $4.3M
State Board of Administration of Florida Retirement System 0.01% Reduce -30.0% 26,022 $4.2M
Guggenheim Capital LLC 0.03% Add +242.4% 11,977 $4.2M
Paralel Advisors LLC 0.19% No change 11,763 $4.1M
Renaissance Group LLC 0.16% Reduce -2.9% 11,710 $4.1M
Oregon Public Employees Retirement Fund 0.08% Reduce -12.3% 11,608 $4.1M
State of Michigan Retirement System 0.02% Add +2.7% 11,548 $4.0M
DekaBank Deutsche Girozentrale 0.01% Reduce -20.5% 11,197 $3.9M
Ausbil Investment Management Ltd 1.95% Add +17.7% 10,994 $3.9M
Jump Financial, LLC 0.11% Reduce -3.4% 11,050 $3.9M
Tidal Investments LLC 0.07% Add +27.1% 11,002 $3.9M
Prescott Group Capital Management, L.L.C. 0.62% No change 11,000 $3.9M
Point72 Asia (Singapore) Pte. Ltd. 1.00% Add +740.4% 10,925 $3.8M
Westover Capital Advisors, LLC 1.11% Add +8.1% 10,791 $3.8M
Oppenheimer & Co. Inc. 0.06% Reduce -0.2% 10,772 $3.8M
Northwestern Mutual Investment Management Company, LLC 0.10% Add +0.3% 10,493 $3.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.2% 10,406 $3.6M
Ameritas Investment Partners, Inc. 0.12% No change 10,387 $3.6M
Pathstone Holdings, LLC 0.02% Add +11.5% 10,374 $3.6M
Corient Private Wealth LP 0.01% Reduce -2.4% 10,258 $3.6M
Truist Financial Corp. 0.01% Reduce -8.8% 10,231 $3.6M
Tredje AP-fonden 0.04% No change 10,000 $3.5M
Oppenheimer Asset Management Inc. 0.05% Reduce -20.9% 9,897 $3.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -4.5% 9,868 $3.5M
New Mexico Educational Retirement Board 0.12% No change 9,700 $3.4M
Uncommon Cents Investing LLC 1.04% Reduce -1.7% 9,695 $3.4M
Handelsbanken Fonder AB 0.01% No change 9,616 $3.4M
Quantinno Capital Management LP 0.07% Add +158.3% 9,540 $3.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -4.0% 9,450 $3.3M
Bridgeway Capital Management, LLC 0.07% Reduce -9.2% 9,080 $3.2M
First Hawaiian Bank 0.10% Reduce -3.6% 8,708 $3.0M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -12.3% 8,612 $3.0M
SkyView Investment Advisors, LLC 0.55% Add +15.8% 8,423 $3.0M
Creative Planning 0.00% Add +3.2% 8,423 $2.9M
NewEdge Advisors, LLC 0.03% Add +1.4% 8,239 $2.9M
Agf Management Ltd. 0.02% Reduce -35.9% 8,190 $2.9M
Heritage Investors Management Corp. 0.10% Reduce -9.8% 8,141 $2.9M
Concentric Capital Strategies, LP 0.18% Reduce -83.2% 8,013 $2.8M
Sheaff Brock Investment Advisors, LLC 0.22% Add +5.5% 7,887 $2.8M
Hilton Capital Management, LLC 0.25% Add +105.0% 7,847 $2.7M
Bank of Montreal 0.00% Add +1.7% 7,799 $2.7M
Advisory Services Network, LLC 0.06% Add +12.6% 7,790 $2.7M
Prelude Capital Management, LLC 0.18% Add +105.5% 7,691 $2.7M
Horizon Investment Services, LLC 1.31% Reduce -5.0% 7,638 $2.7M
Cerity Partners LLC 0.01% Add +672.5% 7,594 $2.7M
Vestcor Inc 0.09% Reduce -25.9% 7,422 $2.6M
Engineers Gate Manager LP 0.07% Reduce -77.1% 7,121 $2.5M
Xponance LLC 0.03% Reduce -2.6% 7,022 $2.5M
Prentiss Smith & Co. Inc. 1.70% Reduce -43.0% 6,897 $2.4M
Janney Montgomery Scott LLC 0.01% Reduce -4.5% 6,837 $2.4M
Park Avenue Securities LLC 0.03% Reduce -5.9% 6,671 $2.3M
Mariner, LLC 0.00% Add +0.1% 6,576 $2.3M
Atria Investments, Inc 0.03% Add +28.1% 6,565 $2.3M
Fortem Financial Group, LLC 0.98% Add +5.4% 6,357 $2.2M
Diversified Trust Co. 0.07% Add +27.2% 6,283 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +78.3% 6,280 $2.2M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -21.1% 6,266 $2.2M
Atom Investors LP 0.28% Add +12.2% 6,259 $2.2M
Assetmark, Inc. 0.01% Add +10.3% 6,183 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +30.3% 6,174 $2.2M
Crossmark Global Holdings, Inc. 0.04% Reduce -15.3% 6,118 $2.1M
Pinnbrook Capital Management LP 0.36% New 5,965 $2.1M
OneDigital Investment Advisors LLC 0.03% Add +1.5% 5,956 $2.1M
Gilder Gagnon Howe & Co. LLC 0.03% Reduce -0.2% 5,940 $2.1M
Pictet Asset Management Holding SA 0.00% Add +8.3% 5,904 $2.1M
Deutsche Bank AG 0.00% Reduce -86.2% 5,862 $2.1M
Lisanti Capital Growth, LLC 0.48% Reduce -1.8% 5,675 $2.0M
Caitlin John, LLC 1.50% Add +23.4% 5,662 $2.0M
Alberta Investment Management Corp 0.02% No change 5,600 $2.0M
HSBC Holdings PLC 0.00% Reduce -61.9% 5,583 $2.0M
Meritage Portfolio Management 0.12% Reduce -6.1% 5,523 $1.9M
Quantum Private Wealth, LLC 0.71% Reduce -2.3% 5,510 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -5.5% 5,275 $1.8M
State of Alaska, Department of Revenue 0.02% Add +0.4% 5,102 $1.8M
Montag A & Associates Inc. 0.09% New 5,060 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% New 5,003 $1.8M
NJ State Employees Deferred Compensation Plan 0.22% No change 5,000 $1.8M
Public Employees Retirement Association of Colorado 0.01% No change 4,932 $1.7M
Apollon Wealth Management, LLC 0.05% Reduce -19.2% 4,767 $1.7M
New York Life Investment Management LLC 0.02% Reduce -4.1% 4,741 $1.7M
D.B. Root & Company, LLC 0.56% Reduce -15.3% 4,739 $1.7M
Oliver Luxxe Assets LLC 0.35% Add +1.5% 4,710 $1.6M
Savant Capital, LLC 0.02% New 4,678 $1.6M
Coldstream Capital Management Inc. 0.04% Add +1.4% 4,676 $1.6M
Lanark Financial, Inc. 0.15% Add +11.7% 4,661 $1.6M
Captrust Financial Advisors 0.01% Reduce -37.3% 4,603 $1.6M
Mercer Global Advisors Inc. 0.00% Reduce -7.2% 4,540 $1.6M
Roman Butler Fullerton & Co. 0.59% New 4,725 $1.6M
Neuberger Berman Group LLC 0.00% Reduce -42.7% 4,465 $1.6M
D.A. Davidson & Co. 0.01% Reduce -2.1% 4,399 $1.5M
VestGen Investment Management 0.46% Reduce -7.8% 4,327 $1.5M
Southport Management, L.L.C. 5.54% Reduce -41.1% 4,300 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -25.4% 4,256 $1.5M
Spectrum Wealth Counsel, LLC 0.18% Add +30.1% 4,246 $1.5M
Centiva Capital, LP 0.09% Reduce -14.8% 4,227 $1.5M
Cumberland Partners Ltd 0.10% Reduce -5.9% 4,000 $1.4M
Securian Asset Management, Inc. 0.04% Reduce -2.5% 3,892 $1.4M
Lazard Asset Management LLC 0.00% Reduce -0.4% 3,835 $1.3M
Elevation Point Wealth Partners, LLC 0.10% Reduce -16.9% 3,821 $1.3M
Keeley-Teton Advisors, LLC 0.16% Reduce -36.7% 3,768 $1.3M
Main Street Financial Solutions, LLC 0.14% Add +7.7% 3,730 $1.3M
Integrated Wealth Concepts LLC 0.02% Reduce -32.3% 3,694 $1.3M
Calamos Advisors LLC 0.01% Reduce -31.3% 3,626 $1.3M
Capstone Investment Advisors, LLC 0.04% Add +238.5% 3,612 $1.3M
Synovus Financial Corp. 0.02% Reduce -19.5% 3,599 $1.3M
Maryland State Retirement & Pension System 0.02% No change 3,705 $1.2M
Westfield Capital Management Co. LP 0.01% No change 3,540 $1.2M
Semanteon Capital Management, LP 0.79% New 3,537 $1.2M
State of Wyoming 0.21% Reduce -32.6% 3,517 $1.2M
Duality Advisers, LP 0.12% Reduce -74.6% 3,513 $1.2M
M&T Bank Corp 0.00% Add +1.9% 3,491 $1.2M
Asset Management One Co., Ltd. 0.00% Reduce -24.1% 3,484 $1.2M
Genus Capital Management Inc. 0.15% — 3,400 $1.2M
Polar Asset Management Partners Inc. 0.04% New 3,400 $1.2M
Shell Asset Management Co. 0.05% Reduce -38.5% 3,252 $1.2M
Diligent Investors, LLC 0.29% Add +0.0% 3,351 $1.2M
PNC Financial Services Group, Inc. 0.00% Reduce -9.2% 3,301 $1.2M
Fulton Bank, N.A. 0.05% Reduce -12.3% 3,193 $1.1M
LRT Capital Management, LLC 0.99% Reduce -62.6% 3,149 $1.1M
Private Client Services, LLC 0.73% Reduce -0.9% 3,113 $1.1M
Wesbanco Bank Inc. 0.04% New 3,080 $1.1M
Formidable Asset Management, LLC 0.17% Reduce -25.5% 3,045 $1.1M
Mackenzie Financial Corp. 0.00% Reduce -12.2% 2,993 $1.0M
Commerce Bank 0.01% Add +7.3% 2,940 $1.0M
Keybank National Association 0.00% Reduce -20.1% 2,932 $1.0M
Cambridge Advisors Inc. 0.24% Reduce -6.4% 2,930 $1.0M
Moloney Securities Asset Management, LLC 0.15% Reduce -31.5% 2,917 $1.0M
Mission Wealth Management, LP 0.03% Reduce -2.5% 2,887 $1.0M
Norden Group LLC 0.21% Reduce -8.0% 2,884 $1.0M
First National Bank of Hutchinson 0.67% Reduce -41.8% 2,849 $998K
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.0% 2,815 $986K
Kolinsky Wealth Management, LLC 0.75% Reduce -11.3% 2,814 $985K
Summit Global Investments 0.07% New 2,778 $973K
Snowden Capital Advisors LLC 0.03% Add +1.1% 2,747 $962K
Cambria Investment Management, L.P. 0.06% Reduce -6.5% 2,743 $961K
Virtus Investment Advisers, LLC 0.69% Add +37.0% 2,704 $947K
Equitable Trust Co. 0.07% No change 2,691 $942K
Bayesian Capital Management, LP 0.09% Add +18.4% 2,668 $934K
Cornerstone Investment Partners, LLC 0.05% No change 2,655 $930K
Caxton Associates LP 0.06% New 2,652 $929K
Principal Securities, Inc. 0.03% Add +19.2% 2,611 $914K
Utah Retirement Systems 0.01% No change 2,600 $911K
Vest Financial, LLC 0.02% New 2,566 $899K
Hanseatic Management Services Inc. 1.35% Add +0.3% 2,549 $893K
Robeco Institutional Asset Management B.V. 0.00% Reduce -27.9% 2,537 $888K
Modus Advisors, LLC 0.33% Add +0.8% 2,522 $883K
Edge Financial Advisors LLC 0.77% — 2,498 $875K
Ethic Inc. 0.02% Add +11.8% 2,480 $868K
Globeflex Capital L P 0.08% No change 2,459 $861K
Hillsdale Investment Management Inc. 0.07% Reduce -2.0% 2,450 $858K
Level Four Advisory Services, LLC 0.05% Add +2.5% 3,914 $843K
Canandaigua National Bank & Trust Co. 0.12% Reduce -17.3% 2,399 $840K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -47.0% 2,346 $833K
OVERSEA-CHINESE BANKING Corp Ltd 0.03% New 2,365 $828K
Grey Street Capital, LLC 0.11% New 2,360 $826K
Harvest Fund Management Co., Ltd 0.07% Add +141.2% 2,318 $812K
B. Riley Wealth Advisors, Inc. 0.02% Add +72.1% 3,837 $807K
ProShare Advisors LLC 0.00% Reduce -7.2% 2,296 $804K
Baker Tilly Wealth Management, LLC 0.14% Reduce -16.1% 2,262 $792K
Pitcairn Co. 0.05% Add +141.7% 2,253 $789K
Benjamin Edwards Inc. 0.16% Add +42.9% 2,253 $789K
Maven Securities LTD 0.05% New 2,200 $770K
Baader Bank Aktiengesellschaft 0.06% New 2,150 $753K
Caprock Group, LLC 0.04% New 2,114 $740K
Miller Howard Investments Inc. 0.02% Add +0.6% 2,110 $739K
AIA Group Ltd 0.02% New 2,100 $735K
IFP Advisors, Inc 0.03% Reduce -3.8% 2,080 $728K
Sherbrooke Park Advisers LLC 0.14% Reduce -56.5% 2,066 $724K
Aviva PLC 0.00% Reduce -57.4% 2,037 $713K
Shelton Capital Management 0.02% No change 2,029 $711K
BTC Capital Management, Inc. 0.06% — 2,001 $701K
Argent Trust Co 0.03% Reduce -19.2% 1,975 $692K
Atria Wealth Solutions, Inc. 0.01% Reduce -12.3% 1,926 $675K
Southeast Asset Advisors, LLC 0.08% New 1,914 $670K
Walleye Capital LLC 0.01% Add +33.6% 1,871 $655K
Profund Advisors LLC 0.03% Add +22.1% 1,865 $653K
Counterpoint Mutual Funds LLC 0.16% New 1,863 $652K
QRG Capital Management, Inc. 0.01% Reduce -17.7% 1,860 $651K
PFW Advisors LLC 0.20% No change 1,852 $649K
Trust Point Inc. 0.05% Reduce -7.2% 1,852 $649K
National Bank of Canada 0.00% Reduce -71.5% 1,648 $627K
Convergence Investment Partners, LLC 0.24% Add +36.5% 1,776 $622K
Mgo One Seven LLC 0.03% Reduce -30.5% 1,771 $620K
Robertson Stephens Wealth Management, LLC 0.03% New 1,750 $613K
Covenant Partners, LLC 0.18% Reduce -8.6% 1,742 $610K
Brown Advisory Inc. 0.00% Add +1.8% 1,733 $607K
Altus Wealth Group LLC 0.30% Reduce -1.0% 1,705 $597K
Portside Wealth Group, LLC 0.11% Reduce -10.4% 1,699 $595K
DAVENPORT & Co LLC 0.00% Add +19.3% 1,670 $585K
Freedom Investment Management, Inc. 0.05% Reduce -5.8% 1,663 $582K
Forum Financial Management, LP 0.01% Add +0.3% 1,614 $565K
Menard Financial Group LLC 0.47% New 1,607 $563K
Legacy Wealth Asset Management, LLC 0.16% Reduce -12.3% 1,603 $561K
Polymer Capital Management (HK) LTD 0.14% New 1,600 $560K
Alliance Wealth Advisors, LLC 0.16% Reduce -14.7% 1,552 $544K
Blair William & Co. 0.00% Add +30.8% 1,541 $540K
HM Payson & Co. 0.01% Add +30.8% 1,528 $535K
Wedbush Securities Inc. 0.02% New 1,484 $520K
Summit Financial Wealth Advisors, LLC 0.10% New 1,480 $518K
Alaska Permanent Fund Corp 0.01% Add +624.9% 1,457 $510K
Kestra Advisory Services, LLC 0.00% Add +0.6% 1,447 $507K
Harel Insurance Investments & Financial Services Ltd. 0.01% New 1,435 $503K
Great Valley Advisor Group, Inc. 0.02% New 1,416 $496K
TD Private Client Wealth LLC 0.02% Add +44.7% 1,389 $486K
Blue Trust, Inc. 0.01% Add +25.8% 1,388 $486K
MAI Capital Management 0.01% Reduce -3.7% 1,370 $480K
Full Sail Capital, LLC 0.03% Reduce -7.9% 1,348 $472K
EMC Capital Management 0.28% Reduce -37.7% 1,338 $469K
First Trust Direct Indexing L.P. 0.03% New 1,335 $468K
XTX Topco Ltd 0.06% Reduce -41.2% 1,318 $462K
Cresset Asset Management, LLC 0.00% Add +17.9% 1,316 $461K
GYL Financial Synergies, LLC 0.04% Add +2.3% 1,312 $459K
K2 Principal Fund, L.P. 0.23% New 1,282 $449K
Cooper Financial Group 0.07% Reduce -0.4% 1,281 $449K
Dynamic Technology Lab Private Ltd 0.05% Reduce -80.6% 1,262 $442K
Chevy Chase Trust Holdings, LLC 0.00% Add +6.9% 1,251 $438K
CIBC Asset Management Inc 0.00% No change 1,247 $437K
Cim Investment Management Inc. 0.13% No change 1,231 $431K
Motco 0.03% New 1,227 $430K
Benjamin F. Edwards & Company, Inc. 0.01% Add +523.6% 1,216 $426K
Holderness Investments Co. 0.10% New 1,215 $425K
Meiji Yasuda Asset Management Co Ltd. 0.02% New 1,205 $422K
NDVR, Inc. 0.40% Add +6.5% 1,199 $420K
Colonial Trust Co / SC 0.08% Add +3.0% 1,198 $420K
Precision Wealth Strategies, LLC 0.39% New 1,174 $411K
Loomis Sayles & Co. L P 0.00% Add +76.4% 1,175 $411K
Csenge Advisory Group 0.02% Reduce -10.6% 1,143 $400K
Mayfair Advisory Group, LLC 0.29% Reduce -14.2% 1,137 $398K
Bridgefront Capital, LLC 0.30% Reduce -35.4% 1,135 $397K
Teza Capital Management LLC 0.05% Reduce -44.0% 1,126 $394K
Bessemer Group Inc. 0.00% Reduce -11.0% 1,120 $393K
Virtu Financial LLC 0.03% Reduce -47.6% 1,105 $387K
Alps Advisors Inc. 0.00% Reduce -23.5% 1,102 $386K
Fort, L.P. 0.97% Reduce -15.1% 1,099 $385K
Avantax Advisory Services, Inc. 0.00% Add +7.8% 1,097 $384K
Arcus Capital Partners, LLC 0.12% New 1,071 $375K
Narus Financial Partners, LLC 0.16% Reduce -0.2% 1,057 $370K
Oak Thistle LLC 0.33% Reduce -88.5% 1,054 $369K
Concourse Financial Group Securities, Inc. 0.02% Add +22.4% 1,051 $368K
Inceptionr LLC 0.09% Reduce -43.1% 1,048 $367K
Quadrant Capital Group LLC 0.03% Add +3.8% 1,023 $358K
Qsemble Capital Management, LP 0.08% New 1,016 $356K
One Wealth Advisors, LLC 0.06% New 1,010 $354K
United Capital Financial Advisors, LLC 0.00% New 1,004 $352K
SkyOak Wealth, LLC 0.08% New 990 $347K
USA Financial Formulas 0.06% Add +4395.4% 989 $346K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -0.6% 988 $346K
Quantum Financial Advisors, LLC 0.06% No change 972 $341K
Altus Wealth Management, LLC 0.18% No change 969 $339K
KBC Group NV 0.00% Add +9.9% 966 $338K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.0% 960 $336K
Resonant Capital Advisors, LLC 0.03% New 957 $335K
Burney Co./ 0.01% New 955 $334K
Wealthfront Advisers LLC 0.00% Reduce -2.9% 953 $334K
Entropy Technologies, LP 0.04% Reduce -74.6% 951 $333K
Machina Capital S.A.S. 0.17% Reduce -40.8% 944 $331K
CreativeOne Wealth, LLC 0.01% New 942 $330K
GW Henssler & Associates Ltd. 0.02% Reduce -1.3% 937 $328K
Boothbay Fund Management, LLC 0.01% Reduce -62.8% 930 $326K
Greenleaf Trust 0.00% Reduce -72.8% 921 $323K
HighPoint Advisor Group LLC 0.02% Reduce -9.8% 856 $320K
Manchester Capital Management LLC 0.04% Add +1326.6% 913 $320K
Fidelis Capital Partners, LLC 0.05% New 911 $319K
Hyperion Capital Advisors LP 0.15% New 900 $315K
Strategy Asset Managers LLC 0.07% New 900 $315K
Personal Cfo Solutions, LLC 0.05% New 899 $315K
Axxcess Wealth Management, LLC 0.01% Reduce -14.6% 892 $312K
D'Orazio & Associates, Inc. 0.05% New 889 $311K
Dakota Wealth Management 0.01% Reduce -28.8% 887 $311K
Tevis Investment Management 0.26% New 862 $302K
Grandfield & Dodd, LLC 0.02% New 861 $302K
Cwm, LLC 0.00% Reduce -7.8% 851 $298K
Gsa Capital Partners LLP 0.02% New 849 $297K
Fifth Third Bancorp 0.00% Reduce -16.8% 845 $296K
Merit Financial Group, LLC 0.01% New 783 $285K
Greenfield Savings Bank 0.15% New 813 $285K
Mutual Advisors, LLC 0.01% New 813 $285K
Private Advisor Group, LLC 0.00% New 812 $284K
Meeder Advisory Services, Inc. 0.03% New 809 $283K
CIBC Private Wealth Group LLC 0.00% New 795 $282K
Moneta Group Investment Advisors LLC 0.00% New 805 $282K
Accurate Wealth Management, LLC 0.08% New 854 $280K
Cassaday & Co Wealth Management LLC 0.01% New 800 $280K
Petrus Trust Company, LTA 0.02% Reduce -40.5% 782 $274K
CI Investments Inc. 0.00% Reduce -17.6% 776 $272K
EverSource Wealth Advisors, LLC 0.02% Add +2.0% 751 $268K
Smithfield Trust Co 0.01% No change 753 $264K
Compound Planning, Inc. 0.02% New 753 $264K
Intrust Bank NA 0.03% New 753 $264K
Thompson Davis & Co., Inc. 0.18% New 750 $263K
AXS Investments LLC 0.06% Reduce -82.1% 750 $263K
Wilmington Savings Fund Society, FSB 0.01% — 750 $263K
L2 Asset Management, LLC 0.09% New 749 $262K
Perigon Wealth Management, LLC 0.01% New 748 $262K
Claret Asset Management Corp 0.04% New 745 $261K
Ascent Group, LLC 0.02% New 745 $261K
Consolidated Portfolio Review Corp 0.07% New 744 $261K
PFG Investments, LLC 0.02% New 744 $261K
Morningstar Investment Management LLC 0.03% New 742 $260K
Bourne Lent Asset Management Inc. 0.10% New 736 $258K
Highland Capital Management, LLC 0.01% New 733 $257K
Forte Capital LLC 0.03% New 726 $254K
Abel Hall, LLC 0.19% New 725 $254K
Koshinski Asset Management, Inc. 0.03% Reduce -44.2% 725 $254K
WMS Partners, LLC 0.02% New 724 $254K
Prospera Financial Services Inc 0.01% New 697 $244K
Kathmere Capital Management, LLC 0.03% New 689 $241K
Baird Financial Group, Inc. 0.00% New 684 $240K
Stratos Wealth Partners, LTD. 0.00% New 680 $238K
McLean Asset Management Corp 0.08% New 675 $238K
Mezzasalma Advisors, LLC 0.11% New 674 $236K
Wealthstream Advisors, Inc. 0.09% New 671 $235K
FourThought Financial Partners, LLC 0.03% New 671 $235K
Hutchens & Kramer Investment Management Group, LLC 0.14% New 661 $235K
Symmetry Partners, LLC 0.02% New 667 $234K
Origin Asset Management LLP 0.06% New 656 $230K
Bensler, LLC 0.03% New 654 $229K
McGlone Suttner Wealth Management, Inc. 0.04% Add +4.8% 653 $229K
Paulson Wealth Management Inc. 0.07% New 653 $229K
Meadow Creek Wealth Advisors LLC 0.16% New 644 $226K
Danske Bank A/S 0.00% — 644 $226K
Diametric Capital, LP 0.13% Reduce -70.9% 644 $226K
Wallace Advisory Group, LLC 0.17% Reduce -14.8% 1,038 $224K
Ellevest, Inc. 0.01% New 629 $220K
Prosperity Financial Group, Inc. 0.13% New 622 $218K
Capital Counsel LLC 0.01% New 621 $217K
Linden Thomas Advisory Services, LLC 0.03% Reduce -36.5% 620 $217K
Amplius Wealth Advisors, LLC 0.02% New 617 $216K
Fortitude Advisory Group L.L.C. 0.12% New 616 $216K
Hilltop Holdings Inc. 0.02% New 606 $212K
AdvisorNet Financial, Inc 0.02% Reduce -40.2% 606 $212K
DF Dent & Co. Inc. 0.00% New 605 $212K
Eagle Global Advisors LLC 0.01% New 600 $210K
TrinityPoint Wealth, LLC 0.03% New 598 $209K
HBK Sorce Advisory LLC 0.01% New 598 $209K
Ignite Planners, LLC 0.06% New 589 $209K
Sequoia Financial Advisors, LLC 0.00% New 593 $208K
LMR Partners LLP 0.01% New 591 $207K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -95.8% 591 $207K
Choreo, LLC 0.01% New 586 $205K
Aerodigm Wealth, LLC 0.08% New 582 $204K
AE Wealth Management LLC 0.00% Reduce -72.2% 574 $201K
Wayfinding Financial, LLC 0.12% New 529 $200K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 544 $191K
Glass Jacobson Investment Advisors llc 0.07% New 542 $190K
Park Place Capital Corp 0.07% Reduce -2.0% 531 $186K
Parallel Advisors, LLC 0.01% Add +9.0% 523 $183K
Gen-Wealth Partners Inc 0.08% — 489 $171K
Avior Wealth Management, LLC 0.01% Add +609.0% 475 $166K
Impact Partnership Wealth, LLC 0.06% Add +1.8% 456 $160K
Eagle Bay Advisors LLC 0.10% Add +8.1% 456 $160K
Arax Advisory Partners 0.02% Reduce -23.6% 412 $144K
AlphaQuest LLC 0.03% Reduce -67.8% 411 $144K
Covestor Ltd 0.09% Add +501.5% 409 $143K
Signaturefd, LLC 0.00% Add +1.0% 407 $143K
Central Pacific Bank - Trust Division 0.02% — 400 $142K
Adirondack Trust Co. 0.06% No change 400 $140K
Global Retirement Partners, LLC 0.00% Reduce -3.6% 347 $122K
C M Bidwell & Associates Ltd. 0.07% Reduce -0.7% 300 $105K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $105K
Resona Asset Management Co.,Ltd. 0.00% — 297 $104K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -8.5% 290 $102K
Optimum Investment Advisors 0.04% New 275 $96K
Sunbelt Securities, Inc. 0.01% No change 264 $92K
Catalyst Funds Management Pty Ltd 0.02% — 250 $88K
Huntington National Bank 0.00% Reduce -23.1% 243 $85K
GAMMA Investing LLC 0.02% Add +17.2% 239 $84K
GeoWealth Management, LLC 0.00% New 237 $83K
Lindbrook Capital, LLC 0.01% Add +2.4% 213 $75K
Leonteq Securities AG 0.01% Add +110.0% 210 $74K
First Horizon Advisors, Inc. 0.00% Add +2.4% 210 $74K
Headlands Technologies LLC 0.02% Add +51.5% 209 $73K
Clearstead Advisors, LLC 0.00% No change 192 $72K
Nomura Asset Management Co. Ltd. 0.00% Reduce -32.0% 204 $71K
Whittier Trust Co. 0.00% No change 199 $70K
St Germain D J Co. Inc. 0.00% No change 190 $67K
CVA Family Office, LLC 0.01% No change 180 $63K
Evermay Wealth Management LLC 0.01% No change 180 $63K
Allworth Financial LP 0.00% Add +25.0% 170 $60K
EntryPoint Capital, LLC 0.05% Reduce -69.0% 168 $59K
FinTrust Capital Advisors, LLC 0.01% No change 163 $57K
Harbour Investments, Inc. 0.00% Add +19.7% 152 $53K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.7% 152 $53K
Silicon Valley Capital Partners 0.01% No change 150 $53K
Raleigh Capital Management Inc. 0.02% Reduce -55.9% 147 $52K
LGT Financial Advisors LLC 0.06% No change 143 $50K
Mather Group, Llc. 0.00% New 204 $44K
Quarry LP 0.02% Reduce -54.1% 124 $43K
JFS Wealth Advisors, LLC 0.00% No change 124 $43K
Rise Advisors, LLC 0.02% New 114 $40K
Northwest Investment Counselors, LLC 0.01% New 114 $40K
Parkside Financial Bank & Trust 0.01% Add +7.6% 113 $40K
Solstein Capital, LLC 0.03% No change 106 $37K
nVerses Capital, LLC 0.08% New 100 $35K
Princeton Global Asset Management LLC 0.01% No change 100 $35K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 100 $35K
Hexagon Capital Partners LLC 0.01% Add +10.0% 99 $35K
Core Alternative Capital 0.01% No change 99 $35K
Private Trust Co. NA 0.00% Add +8.8% 99 $35K
Richardson Financial Services Inc. 0.02% Reduce -6.7% 97 $34K
Independence Bank of Kentucky 0.01% New 95 $33K
Operose Advisors LLC 0.01% No change 87 $30K
Frazier Financial Advisors, LLC 0.02% Add +50.0% 84 $29K
V-Square Quantitative Management LLC 0.00% New 80 $28K
Toronto Dominion Bank 0.00% Reduce -45.0% 77 $27K
Balefire, LLC 0.01% Reduce -4.0% 72 $25K
Private Wealth Management Group, LLC 0.01% No change 70 $25K
Archer Investment Corp 0.01% No change 66 $23K
Janiczek Wealth Management, LLC 0.00% No change 65 $23K
Planning Capital Management Corp 0.02% No change 62 $22K
Smartleaf Asset Management LLC 0.00% Add +7.1% 60 $21K
WR Wealth Planners, LLC 0.01% New 58 $20K
Anchor Investment Management, LLC 0.00% New 56 $20K
Continuum Advisory, LLC 0.00% New 51 $19K
Geneos Wealth Management Inc. 0.00% No change 52 $18K
Addison Advisors LLC 0.01% No change 49 $17K
REAP Financial Group, LLC 0.00% Add +23.1% 48 $17K
Farther Finance Advisors, LLC 0.00% Add +12.5% 45 $16K
Carolinas Wealth Consulting LLC 0.00% Reduce -6.3% 45 $16K
Pacific Center for Financial Services 0.00% New 41 $14K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 40 $14K
Cornerstone Planning Group LLC 0.00% No change 38 $14K
Versant Capital Management, Inc 0.00% Reduce -32.7% 35 $12K
Prestige Wealth Management Group LLC 0.00% No change 35 $12K
Rakuten Securities, Inc. 0.00% Add +3100.0% 32 $11K
Federation des caisses Desjardins du Quebec 0.00% Reduce -70.0% 30 $11K
ClariVest Asset Management LLC 0.00% No change 29 $10K
Sound Income Strategies, LLC 0.00% New 25 $9K
Front Row Advisors LLC 0.00% New 25 $9K
Exchange Traded Concepts, LLC 0.00% New 25 $9K
SJS Investment Consulting Inc. 0.00% Reduce -4.8% 20 $7K
Farmers & Merchants Investments Inc. 0.00% No change 19 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 16 $6K
Institutional & Family Asset Management, LLC 0.00% New 15 $5K
Raffa Wealth Management, LLC 0.00% No change 14 $5K
Abich Financial Wealth Management LLC 0.00% Add +30.0% 13 $5K
United Community Bank 0.00% New 12 $4K
Jones Financial Companies LLLP 0.00% No change 12 $4K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -8.3% 11 $4K
Quent Capital, LLC 0.00% No change 10 $4K
CoreCap Advisors, LLC 0.00% New 10 $4K
Venturi Wealth Management, LLC 0.00% Reduce -27.3% 8 $3K
Valued Wealth Advisors LLC 0.00% New 7 $2K
Bell Investment Advisors, Inc 0.00% Add +75.0% 7 $2K
Harbor Investment Advisory, LLC 0.00% New 7 $2K
Horizon Investments, LLC 0.00% Add +75.0% 7 $2K
Avion Wealth 0.00% No change 3 $2K
Spire Wealth Management 0.00% Reduce -50.0% 5 $2K
TFO Wealth Partners, LLC 0.00% Reduce -25.0% 3 $1K
Capital Advisors, Ltd. LLC 0.00% No change 3 $1K
Sachetta, LLC 0.00% No change 4 $862
PEAK6 Investments LLC 0.00% New 2 $732
Bokf, NA 0.00% Reduce -95.9% 2 $710
Creekmur Asset Management LLC 0.00% New 2 $700
TFC Financial Management, Inc. 0.00% New 1 $351

"% of holder's portfolio" is EME's weight in each manager's 13F, not the share of Emcor Group Inc. the manager owns.