Emcor GroupEME

13F holders, Q2 2025 (June 30)
945holders +71
162new positions
92sold out
8famous investors
$534.59avg. 13F price*

At the end of Q2 2025, 945 institutions reported holding Emcor Group Inc. (EME) in their 13F filings, up 71 from Q1 2025. 162 opened new positions and 92 sold out. The largest holders were BlackRock, Inc. ($2.7B), Vanguard Group Inc. ($2.4B) and FMR LLC ($1.1B). 8 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Cliff Asness (0.3% of AQR Capital Management's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions162$249.4M
Exits92$154.2M

All 13F filers, Q1 2025 → Q2 2025: 3,472,625 shares bought and 3,397,913 shares sold, net +74,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 945 holders

BlackRock, Inc. 0.05% Reduce -5.7% 5,107,269 $2.7B
Vanguard Group Inc. 0.04% Reduce -2.2% 4,533,661 $2.4B
FMR LLC 0.06% Add +8.2% 2,045,092 $1.1B
State Street Corp. 0.03% Reduce -4.4% 1,608,497 $860.4M
Kayne Anderson Rudnick Investment Management LLC 1.67% Add +3.4% 1,305,264 $698.2M
Invesco Ltd. 0.10% Reduce -7.4% 1,129,580 $604.2M
Geode Capital Management, LLC 0.04% Reduce -3.8% 1,040,559 $555.2M
Select Equity Group, L.P. 2.06% Reduce -12.2% 906,855 $485.1M
Norges Bank 0.04% Add +2.7% 644,147 $344.5M
Victory Capital Management Inc. 0.22% Add +205.2% 637,886 $342.9M
AQR Capital Management 0.27% Reduce -11.6% 622,019 $327.7M
Morgan Stanley 0.02% Add +11.3% 584,762 $312.8M
Northern Trust Corp. 0.04% Reduce -4.4% 546,116 $292.1M
First Trust Advisors LP 0.23% Reduce -0.9% 531,703 $284.4M
Burgundy Asset Management Ltd. 2.76% Add +2.9% 530,457 $283.7M
Fuller & Thaler Asset Management, Inc. 1.02% Reduce -13.6% 520,602 $278.5M
Allspring Global Investments Holdings, LLC 0.46% Add +13.3% 518,354 $275.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +36.2% 490,075 $262.1M
Lord, Abbett & Co. LLC 0.85% Add +16.9% 473,268 $253.1M
Dimensional Fund Advisors LP 0.06% Add +5.8% 455,368 $243.6M
Nordea Investment Management AB 0.20% Add +63.8% 395,110 $210.3M
Bank of New York Mellon Corp 0.04% Reduce -4.9% 363,902 $194.6M
American Century Companies Inc. 0.10% Add +40.2% 349,517 $187.0M
Charles Schwab Investment Management Inc. 0.03% Reduce -1.0% 348,066 $186.2M
Man Group plc 0.40% Reduce -7.9% 342,194 $183.0M
Ameriprise Financial Inc. 0.04% Add +2.1% 337,218 $180.3M
Caisse de depot et placement du Quebec 0.38% Reduce -0.3% 336,084 $179.8M
Federated Hermes, Inc. 0.32% Add +56.4% 322,437 $172.5M
Jacobs Levy Equity Management, Inc. 0.66% Add +139.7% 312,736 $167.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.32% Reduce -1.1% 302,293 $161.7M
Qube Research & Technologies Ltd 0.22% Reduce -17.4% 291,001 $155.7M
Bank of America Corp. 0.01% Add +25.4% 283,070 $151.4M
TimesSquare Capital Management, LLC 2.16% Reduce -1.2% 280,482 $150.0M
Royal Bank of Canada 0.03% Add +1.3% 280,405 $150.0M
Wells Fargo & Company 0.03% Reduce -5.6% 280,164 $149.9M
TD Asset Management Inc 0.12% Add +5.2% 254,845 $136.3M
Epoch Investment Partners, Inc. 0.69% Add +6.5% 251,080 $134.3M
Congress Asset Management Co. 0.87% Reduce -16.7% 238,100 $127.4M
Allianz Asset Management GmbH 0.17% Reduce -10.0% 237,253 $126.9M
JPMorgan Chase & Co. 0.01% Reduce -12.6% 227,103 $121.5M
Citadel Advisors 0.10% Add +715.4% 222,074 $118.8M
Swedbank AB 0.13% Add +0.0% 215,670 $115.4M
Bridgewater Associates 0.45% Reduce -5.1% 208,412 $111.5M
Pacer Advisors, Inc. 0.28% Reduce -62.7% 199,508 $106.7M
Goldman Sachs Group Inc. 0.02% Add +74.6% 196,692 $105.2M
Clark Capital Management Group, Inc. 0.70% Add +3.6% 187,533 $100.3M
Nuveen, LLC 0.03% Reduce -4.0% 186,476 $99.7M
Envestnet Asset Management Inc. 0.03% Add +5.5% 184,143 $98.5M
Russell Investments Group, Ltd. 0.12% Add +10.8% 181,693 $97.2M
Legal & General Group Plc 0.02% Reduce -18.6% 178,769 $95.6M
UBS Group AG 0.02% Add +5.1% 166,179 $88.9M
Amundi 0.03% Reduce -29.4% 155,562 $84.3M
Systematic Financial Management LP 2.21% Reduce -0.2% 155,157 $83.0M
Los Angeles Capital Management LLC 0.30% Reduce -3.1% 150,135 $80.3M
Zacks Investment Management 0.65% Add +3.7% 142,513 $76.2M
Principal Financial Group Inc. 0.04% Add +26.4% 139,397 $74.6M
Swiss National Bank 0.04% Add +6.2% 137,700 $73.7M
Rhumbline Advisers 0.06% Reduce -7.0% 136,654 $73.1M
KBC Group NV 0.19% Add +45.1% 131,477 $70.3M
T. Rowe Price Associates Inc. 0.01% Add +1.0% 127,180 $68.0M
BI Asset Management Fondsmaeglerselskab A/S 0.64% Add +37.4% 121,864 $65.2M
Panagora Asset Management Inc. 0.29% Reduce -16.7% 118,680 $63.5M
Deutsche Bank AG 0.02% Add +6.7% 118,405 $63.3M
Value Holdings Management Co. LLC 10.64% No change 112,670 $60.3M
Robeco Institutional Asset Management B.V. 0.10% Reduce -4.7% 110,362 $59.0M
Millennium Management 0.05% Add +3.7% 109,030 $58.3M
HSBC Holdings PLC 0.04% Add +143.9% 106,617 $57.2M
Raymond James Financial Inc. 0.02% Add +4.9% 106,542 $57.0M
Sei Investments Co. 0.07% Add +17.6% 105,299 $56.3M
AustralianSuper Pty Ltd 0.28% Reduce -6.2% 103,070 $55.1M
Intech Investment Management LLC 0.49% Reduce -8.8% 98,238 $52.5M
Balyasny Asset Management L.P. 0.12% Add +130.1% 97,114 $51.9M
Fiera Capital Corp 0.18% Reduce -0.6% 97,039 $51.9M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -6.8% 94,939 $50.8M
California Public Employees Retirement System 0.03% Add +0.5% 93,536 $50.0M
Jane Street Group, LLC 0.08% Add +6339.8% 90,866 $48.6M
Renaissance Group LLC 1.88% Add +21.8% 90,319 $48.3M
Skandinaviska Enskilda Banken AB (publ) 0.21% Reduce -47.3% 90,071 $48.2M
AXA S.A. 0.14% Add +73.0% 89,947 $48.1M
Storebrand Asset Management As 0.14% Reduce -7.2% 87,720 $46.9M
Schroder Investment Management Group 0.04% Reduce -5.4% 81,977 $43.8M
Teacher Retirement System of Texas 0.18% Reduce -10.1% 81,273 $43.5M
Assenagon Asset Management S.A. 0.07% Reduce -56.7% 80,270 $42.9M
Aware Super Pty Ltd as trustee of Aware Super 0.62% No change 79,576 $42.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Add +18.9% 78,048 $41.7M
Alliancebernstein L.P. 0.01% Add +4.0% 77,712 $41.6M
Danske Bank A/S 0.10% Add +126.9% 74,079 $39.6M
Retirement Systems of Alabama 0.14% Reduce -1.7% 73,613 $39.4M
California State Teachers Retirement System 0.04% Add +0.6% 70,982 $38.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +26.1% 70,834 $37.9M
LPL Financial LLC 0.01% Add +15.4% 69,434 $37.1M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -0.9% 68,771 $36.8M
Pictet Asset Management Holding SA 0.04% Reduce -2.1% 66,947 $35.8M
Macquarie Group Ltd. 0.04% Add +68.8% 66,869 $35.8M
Kirr Marbach & Co. LLC 6.40% Add +0.8% 60,479 $32.3M
Stock Yards Bank & Trust Co. 1.08% Add +1.1% 60,185 $32.2M
Wellington Management Group LLP 0.01% Add +17.4% 60,005 $32.1M
Worldquant Millennium Advisors LLC 0.16% Add +20.9% 59,421 $31.8M
Cookson Peirce & Co. Inc. 1.39% New 59,207 $31.7M
Silvercrest Asset Management Group LLC 0.21% Reduce -17.2% 58,904 $31.5M
New York State Teachers Retirement System 0.06% Reduce -0.9% 56,867 $30.4M
CANADA LIFE ASSURANCE Co 0.05% Reduce -18.2% 56,644 $30.3M
GW Henssler & Associates Ltd. 1.61% Add +0.0% 56,522 $30.2M
Andra AP-fonden 0.41% Add +83.2% 55,700 $29.8M
Korea Investment CORP 0.07% Reduce -32.9% 54,637 $29.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.20% Reduce -37.7% 54,400 $29.1M
Achmea Investment Management B.V. 0.37% Add +13.7% 53,149 $28.4M
New York State Common Retirement Fund 0.04% Reduce -1.0% 53,009 $28.4M
Robeco Schweiz AG 0.65% Reduce -7.5% 52,897 $28.3M
Franklin Resources Inc. 0.01% Reduce -27.2% 52,620 $28.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +6.7% 52,237 $27.9M
Hancock Whitney Corp. 0.53% Reduce -16.6% 51,961 $27.8M
KLP Kapitalforvaltning As 0.12% Add +8.1% 51,900 $27.8M
Vinva Investment Management Ltd 0.71% Add +24.6% 51,318 $27.3M
Ceredex Value Advisors LLC 0.57% New 49,625 $26.5M
Gotham Asset Management 0.15% Reduce -11.7% 47,673 $25.5M
State of Wisconsin Investment Board 0.06% Reduce -10.4% 46,784 $25.0M
Orbis Allan Gray Ltd 0.12% Add +61.6% 46,770 $25.0M
Oddo BHF Asset Management Sas 0.94% Reduce -1.9% 46,283 $24.8M
State Board of Administration of Florida Retirement System 0.04% Add +1.1% 45,322 $24.2M
Barclays PLC 0.01% Reduce -16.6% 42,701 $22.8M
Lazard Asset Management LLC 0.03% Add +87.3% 39,910 $21.3M
Stifel Financial Corp. 0.02% Reduce -8.5% 39,461 $21.1M
Daiwa Securities Group Inc. 0.08% Add +5.8% 39,226 $21.0M
Boston Partners 0.02% Reduce -30.6% 39,187 $21.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +7.6% 39,193 $21.0M
O'shaughnessy Asset Management, LLC 0.14% Reduce -12.1% 38,767 $20.7M
Capital Fund Management S.A. 0.23% Add +17.1% 38,710 $20.7M
Barlow Wealth Partners, LLC 2.48% Add +1.2% 38,193 $20.7M
Hamilton Point Investment Advisors, LLC 3.40% Reduce -3.7% 38,621 $20.7M
Fort Washington Investment Advisors Inc. 0.12% Reduce -1.8% 37,931 $20.3M
Corbyn Investment Management Inc. 9.08% Reduce -3.2% 37,538 $20.1M
GHP Investment Advisors, Inc. 0.86% Reduce -1.2% 36,332 $19.4M
Martingale Asset Management L P 0.48% Reduce -3.6% 36,280 $19.4M
Running Oak Capital LLC 2.13% Reduce -12.8% 35,777 $19.1M
Aviva PLC 0.04% Add +8.2% 35,515 $19.0M
CIBC Private Wealth Group LLC 0.03% Add +10265.2% 33,998 $18.2M
Mutual of America Capital Management LLC 0.19% Reduce -2.9% 33,370 $17.8M
Navellier & Associates Inc. 2.16% Reduce -8.8% 32,621 $17.4M
Cetera Investment Advisers 0.03% Add +18.3% 32,366 $17.3M
Paradigm Capital Management Inc. 0.82% Reduce -3.4% 31,375 $16.8M
Voya Investment Management LLC 0.02% Reduce -4.7% 31,311 $16.7M
CW Advisors, LLC 0.16% Reduce -17.2% 30,929 $16.5M
HighTower Advisors, LLC 0.02% Reduce -11.2% 30,661 $16.4M
Forsta Ap-Fonden 0.11% Add +22.5% 30,481 $16.3M
National Pension Service 0.01% Add +2.0% 29,702 $15.9M
Bank of Montreal 0.01% Add +115.8% 28,958 $15.5M
Advisors Asset Management, Inc. 0.28% Reduce -5.3% 28,949 $15.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.4% 28,900 $15.5M
Thrivent Financial for Lutherans 0.03% Reduce -34.1% 28,475 $15.2M
Illinois Municipal Retirement Fund 0.21% Reduce -37.6% 28,309 $15.1M
HRT Financial LP 0.07% New 28,013 $15.0M
Nisa Investment Advisors, LLC 0.07% Add +0.0% 27,811 $14.9M
Ensign Peak Advisors, Inc 0.03% Reduce -16.3% 27,682 $14.8M
Natixis Advisors, LLC 0.02% Reduce -0.2% 27,316 $14.6M
Candriam S.C.A. 0.08% Add +244.0% 27,313 $14.6M
Squarepoint Ops LLC 0.03% Reduce -87.7% 26,931 $14.4M
Brandywine Global Investment Management, LLC 0.10% Reduce -1.9% 26,875 $14.4M
Distillate Capital Partners LLC 0.76% New 26,380 $14.1M
Hantz Financial Services, Inc. 0.22% Reduce -9.6% 25,480 $13.6M
BNP Paribas Financial Markets 0.01% Reduce -39.4% 25,301 $13.5M
Citigroup Inc. 0.01% Reduce -14.8% 25,189 $13.5M
Mediolanum International Funds Ltd 0.16% Reduce -10.3% 25,204 $13.4M
MetLife Investment Management, LLC 0.08% Reduce -5.8% 24,790 $13.3M
Hahn Capital Management LLC 6.17% Reduce -1.5% 24,471 $13.1M
Cim, LLC 1.71% Add +0.7% 23,697 $12.7M
Renaissance Technologies 0.02% Reduce -73.0% 23,500 $12.6M
Verition Fund Management LLC 0.07% Add +142.9% 23,142 $12.4M
Canada Pension Plan Investment Board 0.01% Reduce -48.5% 23,100 $12.4M
Select Asset Management & Trust 4.17% No change 22,773 $12.2M
Segall Bryant & Hamill, LLC 0.17% Reduce -22.8% 22,589 $12.1M
Swiss Life Asset Management Ltd 0.07% Add +4.6% 22,432 $12.0M
Ieq Capital, LLC 0.07% Add +182.2% 22,428 $12.0M
Voloridge Investment Management, LLC 0.04% New 22,392 $12.0M
Osaic Holdings, Inc. 0.02% Add +76.7% 26,393 $11.8M
Regions Financial Corp. 0.08% Reduce -7.5% 22,105 $11.8M
Algert Global LLC 0.25% Reduce -1.5% 21,963 $11.7M
Railway Pension Investments Ltd 0.17% Reduce -10.6% 21,961 $11.7M
Acadian Asset Management LLC 0.02% Reduce -32.1% 21,704 $11.6M
Wedge Capital Management L L P 0.20% Reduce -45.0% 21,420 $11.5M
Jupiter Asset Management Ltd. 0.10% Reduce -51.6% 21,414 $11.5M
Nomura Asset Management Co. Ltd. 0.03% Add +4.4% 21,345 $11.4M
Amalgamated Bank 0.09% Reduce -4.2% 21,327 $11.4M
Seizert Capital Partners, LLC 0.50% Add +1.6% 21,186 $11.3M
Asset Management One Co., Ltd. 0.03% Reduce -1.2% 20,823 $11.1M
STRS Ohio 0.04% Add +4.2% 20,682 $11.1M
Treasurer of the State of North Carolina 0.04% Reduce -0.8% 20,661 $11.1M
Ritholtz Wealth Management 0.24% Reduce -5.9% 20,350 $10.9M
Marks Group Wealth Management, Inc 1.01% Reduce -13.6% 20,271 $10.8M
Public Sector Pension Investment Board 0.05% Add +0.2% 20,199 $10.8M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -34.2% 20,151 $10.8M
Genus Capital Management Inc. 1.37% Add +233.1% 19,920 $10.7M
Quantinno Capital Management LP 0.05% Add +42.7% 19,880 $10.6M
Comerica Bank 0.04% Reduce -16.9% 19,854 $10.6M
Moran Wealth Management, LLC 0.33% Reduce -4.2% 19,793 $10.6M
Jump Financial, LLC 0.13% Add +1784.5% 19,749 $10.6M
EULAV Asset Management 0.25% Reduce -46.4% 19,607 $10.5M
Strategic Global Advisors, LLC 1.70% Add +6.4% 19,526 $10.4M
WASHINGTON TRUST Co 0.37% New 19,482 $10.4M
Public Employees Retirement System of Ohio 0.03% Add +3.7% 19,043 $10.2M
Temasek Holdings (Private) Ltd 0.04% Reduce -54.1% 18,847 $10.1M
State of Tennessee, Department of Treasury 0.04% No change 18,806 $10.1M
Cerity Partners LLC 0.02% Add +44.4% 18,514 $9.9M
&partners 0.07% Add +13.6% 18,116 $9.7M
Mitchell Capital Management Co. 1.74% Add +67.5% 16,503 $9.3M
Pinebridge Investments, L.P. 0.07% Add +302.8% 17,074 $9.1M
Mn Services Vermogensbeheer B.V. 0.06% New 17,000 $9.1M
Police & Firemen's Retirement System of New Jersey 0.08% Add +2.0% 16,814 $9.0M
South Dakota Investment Council 0.17% Add +25.1% 16,472 $8.8M
Two Sigma Advisers, LP 0.02% Reduce -13.7% 16,400 $8.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.25% Reduce -31.8% 16,347 $8.7M
Yousif Capital Management, LLC 0.09% Reduce -4.3% 15,898 $8.5M
Neuberger Berman Group LLC 0.01% Add +38.6% 15,685 $8.4M
Resona Asset Management Co.,Ltd. 0.04% Add +4.7% 15,355 $8.2M
State of New Jersey Common Pension Fund D 0.03% Reduce -4.2% 15,245 $8.2M
Tudor Investment Corporation 0.06% Add +1661.0% 15,039 $8.0M
NewEdge Advisors, LLC 0.04% Add +4.7% 15,017 $8.0M
CCM Investment Advisers LLC 0.86% Reduce -55.3% 14,834 $7.9M
Horizon Investments, LLC 0.13% Add +148000.0% 14,810 $7.9M
Vident Advisory, LLC 0.09% Add +10.2% 14,666 $7.8M
Teachers Retirement System of the State of Kentucky 0.06% Reduce -0.4% 14,637 $7.8M
Crossmark Global Holdings, Inc. 0.13% Reduce -29.3% 14,560 $7.8M
Jain Global LLC 0.13% Add +1636.0% 14,374 $7.7M
Callan Family Office, LLC 0.24% Add +982.7% 14,216 $7.6M
Creative Planning 0.01% Reduce -0.3% 14,024 $7.5M
WESPAC Advisors SoCal, LLC 1.66% Reduce -13.7% 13,911 $7.4M
Concurrent Investment Advisors, LLC 0.14% Reduce -2.9% 13,821 $7.4M
Sit Investment Associates Inc. 0.16% No change 13,815 $7.4M
Gallo Partners, LP 4.83% New 13,801 $7.4M
Sienna Gestion 0.49% Add +11.0% 14,694 $7.2M
Harel Insurance Investments & Financial Services Ltd. 0.08% Reduce -8.2% 13,383 $7.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +2.3% 13,300 $7.1M
Arizona State Retirement System 0.04% Reduce -0.1% 13,291 $7.1M
Empowered Funds, LLC 0.08% Reduce -75.1% 13,248 $7.1M
MML Investors Services, LLC 0.02% Reduce -5.2% 13,230 $7.1M
Corient Private Wealth LP 0.01% Add +5.4% 13,208 $7.1M
Susquehanna Portfolio Strategies, LLC 0.15% New 12,885 $6.9M
PFG Advisors 0.32% Add +27.9% 12,785 $6.8M
Mariner, LLC 0.01% Add +42.5% 12,707 $6.8M
Ecofi Investissements SA 7.49% Add +78.0% 21,900 $6.7M
Louisiana State Employees Retirement System 0.12% Reduce -2.3% 12,600 $6.7M
Dorsey Wright & Associates 1.58% Add +5.0% 12,385 $6.6M
Prudential Financial Inc. 0.01% Reduce -26.9% 12,270 $6.6M
Gibraltar Capital Management, Inc. 1.27% New 12,108 $6.5M
Tidal Investments LLC 0.04% Reduce -13.9% 12,088 $6.5M
Mezzasalma Advisors, LLC 1.93% Add +1.0% 12,007 $6.4M
US Bancorp \de 0.01% Reduce -2.8% 11,990 $6.4M
Monument Capital Management 1.66% Add +2.2% 11,922 $6.4M
DNB Asset Management AS 0.03% Reduce -1.0% 11,891 $6.4M
Handelsbanken Fonder AB 0.02% Reduce -15.2% 11,716 $6.3M
LGT Group Foundation 0.08% Add +34.3% 11,695 $6.3M
State of Michigan Retirement System 0.03% Reduce -1.7% 11,648 $6.2M
TD Waterhouse Canada Inc. 0.04% Add +151.3% 11,683 $6.2M
DekaBank Deutsche Girozentrale 0.01% Add +4.2% 11,662 $6.2M
Susquehanna International Group, LLP 0.01% Reduce -27.5% 11,574 $6.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +4.6% 11,500 $6.2M
UNIVEST FINANCIAL Corp 0.37% Add +97.8% 11,420 $6.1M
Knights of Columbus Asset Advisors LLC 0.37% Add +37.4% 11,391 $6.1M
Prescott Group Capital Management, L.L.C. 0.69% No change 11,000 $5.9M
WCM Investment Management, LLC 0.01% Reduce -0.2% 10,988 $5.8M
Bellwether Advisors, LLC 0.99% New 10,829 $5.8M
Commonwealth Equity Services, LLC 0.01% Reduce -54.0% 10,568 $5.7M
Westover Capital Advisors, LLC 1.11% Reduce -7.2% 10,340 $5.5M
Focus Partners Wealth 0.01% Add +10.3% 10,280 $5.5M
Truist Financial Corp. 0.01% Reduce -5.0% 10,269 $5.5M
Northwestern Mutual Investment Management Company, LLC 0.08% Reduce -2.3% 9,993 $5.3M
Pathstone Holdings, LLC 0.02% Add +1.5% 9,810 $5.2M
Van Eck Associates Corp. 0.01% Reduce -3.0% 9,792 $5.2M
Vest Financial, LLC 0.07% Add +24.7% 9,719 $5.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -64.1% 9,476 $5.2M
Xponance LLC 0.04% Reduce -4.0% 9,694 $5.2M
Inspire Investing, LLC 0.56% Reduce -26.2% 9,670 $5.2M
Evexia Wealth LLC 1.62% Add +30.2% 9,092 $5.1M
Lansforsakringar Fondforvaltning AB (publ) 0.03% New 9,564 $5.1M
Brevan Howard Capital Management LP 0.06% Add +217.9% 9,523 $5.1M
New Mexico Educational Retirement Board 0.16% No change 9,300 $5.0M
Atria Investments, Inc 0.06% Reduce -0.3% 9,298 $5.0M
Engineers Gate Manager LP 0.06% Reduce -55.6% 9,232 $4.9M
Oregon Public Employees Retirement Fund 0.09% Reduce -1.1% 9,228 $4.9M
Uncommon Cents Investing LLC 1.31% Add +3.4% 9,170 $4.9M
Orion Porfolio Solutions, LLC 0.04% Add +4.6% 9,149 $4.9M
IFM Investors Pty Ltd 0.05% Add +6.2% 8,934 $4.8M
Ameritas Investment Partners, Inc. 0.15% Reduce -4.0% 8,690 $4.6M
LBP Am SA 0.07% Reduce -26.8% 8,662 $4.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.20% Add +65.2% 8,619 $4.6M
Great Valley Advisor Group, Inc. 0.10% Reduce -6.4% 8,551 $4.6M
Vanguard Personalized Indexing Management, LLC 0.05% Add +6.8% 8,508 $4.6M
Burney Co./ 0.15% Reduce -3.0% 8,439 $4.5M
NewEdge Wealth, LLC 0.07% Reduce -17.5% 7,280 $4.5M
Captrust Financial Advisors 0.01% Add +7.0% 8,391 $4.5M
Toronto Dominion Bank 0.01% Add +18.6% 8,299 $4.4M
Cwm, LLC 0.02% Add +49.1% 8,299 $4.4M
Fortem Financial Group, LLC 1.43% Add +12.5% 8,268 $4.4M
Janney Montgomery Scott LLC 0.01% Reduce -58.6% 8,200 $4.4M
Sanctuary Advisors, LLC 0.03% Add +7.9% 8,129 $4.3M
Edgestream Partners, L.P. 0.12% New 7,905 $4.2M
D. E. Shaw & Co. 0.00% Reduce -30.8% 7,822 $4.2M
Horizon Investment Services, LLC 1.81% Reduce -4.8% 7,744 $4.1M
Glenmede Investment Management, LP 0.02% — 7,678 $4.1M
Heritage Investors Management Corp. 0.13% No change 7,668 $4.1M
CWA Asset Management Group, LLC 0.17% Add +10.9% 7,538 $4.0M
Oppenheimer & Co. Inc. 0.05% Reduce -18.7% 7,497 $4.0M
Utah Retirement Systems 0.04% Reduce -1.6% 7,438 $4.0M
Advisory Services Network, LLC 0.06% Add +7.3% 6,265 $3.9M
New Age Alpha Advisors, LLC 0.17% Reduce -22.8% 7,292 $3.9M
Waratah Capital Advisors Ltd. 0.27% New 7,273 $3.9M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -58.8% 7,270 $3.9M
Paralel Advisors LLC 0.16% Add +0.8% 7,228 $3.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -87.5% 7,156 $3.8M
Baer Investment Advisory LLC 6.25% Reduce -2.0% 8,143 $3.8M
Quantbot Technologies LP 0.10% New 7,085 $3.8M
Commerce Bank 0.02% Reduce -24.0% 6,892 $3.7M
Park Avenue Securities LLC 0.03% New 6,826 $3.7M
Hilton Capital Management, LLC 0.28% Reduce -9.2% 6,622 $3.5M
Meritage Portfolio Management 0.22% Reduce -4.4% 6,612 $3.5M
RFG Advisory, LLC 0.08% Add +1.7% 6,502 $3.5M
Spectrum Asset Management, Inc. (NB/CA) 1.49% New 6,417 $3.4M
Assetmark, Inc. 0.01% Add +2.5% 6,392 $3.4M
OP Asset Management Ltd 0.05% Reduce -38.6% 6,238 $3.3M
SkyView Investment Advisors, LLC 0.47% Add +3.4% 6,126 $3.3M
Davidson Capital Management Inc. 0.78% New 6,055 $3.2M
Bridgeway Capital Management, LLC 0.08% Reduce -2.6% 6,040 $3.2M
Twin Capital Management Inc. 0.34% New 6,002 $3.2M
Raiffeisen Bank International AG 0.05% Add +1.5% 6,338 $3.2M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.1% 5,822 $3.1M
Baird Financial Group, Inc. 0.01% Add +5.0% 5,820 $3.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -46.9% 5,683 $3.0M
Verdence Capital Advisors LLC 0.21% New 5,636 $3.0M
Gilder Gagnon Howe & Co. LLC 0.03% Reduce -0.5% 5,606 $3.0M
Montag A & Associates Inc. 0.14% Add +3.7% 5,545 $3.0M
Mercer Global Advisors Inc. 0.01% Add +10.9% 5,484 $2.9M
Hager Investment Management Services, LLC 1.74% Reduce -0.8% 5,454 $2.9M
OneDigital Investment Advisors LLC 0.03% Reduce -6.3% 5,427 $2.9M
Concentric Capital Strategies, LP 0.16% New 5,328 $2.8M
Catalyst Capital Advisors LLC 0.06% New 5,325 $2.8M
Allworth Financial LP 0.01% Add +2337.8% 5,290 $2.8M
Shell Asset Management Co. 0.10% Add +22.9% 5,148 $2.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +25.9% 5,145 $2.8M
Jackson Creek Investment Advisors LLC 0.73% Add +732.5% 5,070 $2.7M
Prentiss Smith & Co. Inc. 1.61% Reduce -1.0% 5,062 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -6.6% 5,032 $2.7M
NJ State Employees Deferred Compensation Plan 0.32% No change 5,000 $2.7M
Tredje AP-fonden 0.02% No change 5,000 $2.7M
Gunderson Capital Management LLC 1.11% New 4,978 $2.7M
Talon Private Wealth, LLC 0.36% Reduce -6.2% 4,911 $2.6M
Cresset Asset Management, LLC 0.01% Add +446.1% 4,882 $2.6M
Quantum Private Wealth, LLC 0.84% Reduce -1.3% 4,860 $2.6M
1832 Asset Management L.P. 0.00% Reduce -14.8% 4,795 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -15.3% 4,709 $2.5M
Loomis Sayles & Co. L P 0.00% Add +119.4% 4,660 $2.5M
Ethic Inc. 0.04% Reduce -5.8% 4,695 $2.5M
SG Americas Securities, LLC 0.01% Reduce -66.1% 4,626 $2.5M
Generali Asset Management SPA SGR 0.06% Reduce -42.8% 4,617 $2.5M
Public Employees Retirement Association of Colorado 0.01% Reduce -6.3% 4,601 $2.5M
Bank of Nova Scotia 0.01% Add +406.1% 4,565 $2.4M
Linden Thomas Advisory Services, LLC 0.27% Reduce -1.8% 4,534 $2.4M
Coldstream Capital Management Inc. 0.04% Add +1.4% 4,517 $2.4M
Pallas Capital Advisors LLC 0.09% Add +71.8% 4,512 $2.4M
Oppenheimer Asset Management Inc. 0.03% Reduce -6.5% 4,494 $2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.7% 4,456 $2.4M
Southeast Asset Advisors, LLC 0.28% Add +0.1% 4,434 $2.4M
Vestcor Inc 0.07% Reduce -5.3% 4,423 $2.4M
Principal Securities, Inc. 0.04% Add +41.6% 4,371 $2.3M
Tilia Fiduciary Partners, Inc. 1.41% Add +6.8% 4,321 $2.3M
Brookstone Capital Management 0.03% Reduce -6.4% 4,312 $2.3M
Castleark Management LLC 0.07% New 4,300 $2.3M
B. Metzler seel. Sohn & Co. AG 0.02% Add +38.0% 4,236 $2.3M
IFC Advisors LLC 0.42% Reduce -1.1% 4,209 $2.3M
Cinctive Capital Management LP 0.12% Add +411.4% 4,158 $2.2M
Graham Capital Management, L.P. 0.07% New 4,150 $2.2M
OMERS ADMINISTRATION Corp 0.02% New 4,085 $2.2M
California First Leasing Corp. 0.91% New 4,070 $2.2M
Quadrant Capital Group LLC 0.08% Add +5.3% 4,000 $2.1M
Integrated Wealth Concepts LLC 0.02% Add +81.1% 3,937 $2.1M
Janus Henderson Group PLC 0.00% Reduce -0.4% 3,901 $2.1M
Investment Management Corp of Ontario 0.03% Reduce -66.3% 3,881 $2.1M
Merit Financial Group, LLC 0.02% Add +30.9% 3,846 $2.1M
J. Safra Sarasin Holding AG 0.04% Add +83.3% 3,843 $2.1M
Sterling Capital Management LLC 0.03% Add +15.9% 3,837 $2.1M
Carmel Capital Partners, LLC 0.69% New 3,693 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Add +8.7% 3,683 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +5.9% 3,647 $2.0M
Banque Cantonale Vaudoise 0.08% Add +11.2% 3,635 $1.9M
Advisory Research Inc. 0.30% Add +48.9% 3,630 $1.9M
Kestra Investment Management, LLC 0.06% Add +39.8% 3,482 $1.9M
Avantax Advisory Services, Inc. 0.01% Add +0.1% 3,470 $1.9M
Vontobel Holding Ltd. 0.01% Reduce -76.4% 3,436 $1.8M
Diversified Trust Co. 0.04% Add +0.2% 3,418 $1.8M
Synovus Financial Corp. 0.02% Add +59.2% 3,415 $1.8M
Securian Asset Management, Inc. 0.05% Reduce -4.7% 3,409 $1.8M
Equitable Trust Co. 0.09% Add +48.1% 3,391 $1.8M
QRG Capital Management, Inc. 0.02% Add +18.0% 3,347 $1.8M
Entropy Technologies, LP 0.14% Reduce -58.8% 3,293 $1.8M
Mackenzie Financial Corp. 0.00% Reduce -18.0% 3,211 $1.7M
Paragon Capital Management Inc. 1.30% Reduce -1.8% 3,189 $1.7M
Lanark Financial, Inc. 0.14% Add +0.7% 3,170 $1.7M
AG2R La Mondiale Gestion D'actifs 0.08% New 3,003 $1.6M
Paradigm Asset Management Co. LLC 0.40% New 3,000 $1.6M
ASR Vermogensbeheer N.V. 0.02% Reduce -0.2% 2,972 $1.6M
Banco Santander, S.A. 0.01% Reduce -5.2% 2,929 $1.6M
Smith Group Asset Management, LLC 0.10% Reduce -2.0% 2,900 $1.6M
Sovereign's Capital Management, LLC 0.83% Add +96.1% 2,891 $1.5M
Schonfeld Strategic Advisors LLC 0.01% New 2,885 $1.5M
Norden Group LLC 0.17% Add +4.1% 2,849 $1.5M
SteelPeak Wealth, LLC 0.06% Add +36.9% 2,842 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +10.9% 2,828 $1.5M
Pinnbrook Capital Management LP 0.40% New 2,823 $1.5M
Modus Advisors, LLC 0.44% Add +1.3% 2,784 $1.5M
Mgo One Seven LLC 0.05% Add +149.6% 2,775 $1.5M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -42.2% 2,763 $1.5M
Aberdeen Group plc 0.00% Add +139.9% 2,742 $1.5M
Cumberland Partners Ltd 0.10% New 2,750 $1.5M
Prospera Financial Services Inc 0.03% Add +82.0% 2,749 $1.5M
Diligent Investors, LLC 0.35% Reduce -2.7% 2,738 $1.5M
IronOak Wealth LLC. 1.42% — 2,733 $1.5M
Qtron Investments LLC 0.18% Add +18.3% 2,699 $1.4M
Impact Capital Partners LLC 0.47% Reduce -7.0% 2,662 $1.4M
Silver Oak Securities, Incorporated 0.12% Add +11.8% 2,646 $1.4M
Liberty Capital Management, Inc. 0.28% Add +77.6% 2,638 $1.4M
Level Four Advisory Services, LLC 0.05% Reduce -29.3% 2,634 $1.4M
Kiker Wealth Management, LLC 0.79% New 2,610 $1.4M
Summit Global Investments 0.08% Reduce -0.8% 2,601 $1.4M
Brown Advisory Inc. 0.00% Add +3.4% 2,592 $1.4M
Apollon Wealth Management, LLC 0.03% Reduce -4.5% 2,547 $1.4M
Redwood Investment Management, LLC 0.14% Reduce -28.8% 2,536 $1.4M
Cambridge Advisors Inc. 0.28% No change 2,530 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -60.1% 2,522 $1.3M
First National Bank of Hutchinson 0.84% Add +90.8% 2,521 $1.3M
DRW Securities, LLC 0.09% Reduce -53.2% 2,501 $1.3M
Private Advisor Group, LLC 0.01% Add +30.7% 2,489 $1.3M
D.B. Root & Company, LLC 0.39% Reduce -2.4% 2,450 $1.3M
Farther Finance Advisors, LLC 0.03% Add +2.9% 2,447 $1.3M
Freedom Investment Management, Inc. 0.10% Reduce -10.7% 2,410 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +21.9% 2,366 $1.3M
Western Wealth Management, LLC 0.08% New 2,365 $1.3M
D.A. Davidson & Co. 0.01% Reduce -5.3% 2,356 $1.3M
denkapparat Operations GmbH 1.00% Add +30.0% 2,348 $1.3M
Plato Investment Management Ltd 0.09% Reduce -17.5% 2,344 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +56.0% 2,333 $1.2M
AlphaQuest LLC 0.12% Add +619.0% 2,308 $1.2M
Caption Management, LLC 0.11% New 2,300 $1.2M
Gulf International Bank (UK) Ltd 0.04% Reduce -13.6% 2,298 $1.2M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -72.9% 2,289 $1.2M
Central Pacific Bank - Trust Division 0.16% Add +18.1% 2,278 $1.2M
Royal London Asset Management Ltd. 0.00% No change 2,266 $1.2M
Independent Financial Group, LLC 0.03% Reduce -1.0% 2,256 $1.2M
Eagle Rock Investment Company, LLC 0.19% New 2,250 $1.2M
Sowell Financial Services LLC 0.05% Reduce -15.6% 2,238 $1.2M
AssuredPartners Investment Advisors, LLC 0.29% Add +2.5% 2,205 $1.2M
Empirical Finance, LLC 0.06% New 2,194 $1.2M
Vise Technologies, Inc. 0.05% — 2,186 $1.2M
Maryland State Retirement & Pension System 0.02% No change 2,127 $1.1M
Fulton Bank, N.A. 0.04% Reduce -9.4% 2,119 $1.1M
M&T Bank Corp 0.00% Add +3.4% 2,116 $1.1M
CreativeOne Wealth, LLC 0.03% Reduce -10.5% 2,106 $1.1M
Argent Advisors, Inc. 0.34% New 2,083 $1.1M
Kane Investment Management, Inc. 0.58% Reduce -34.2% 2,073 $1.1M
WealthTrust Asset Management, LLC 0.83% Reduce -0.1% 2,069 $1.1M
HB Wealth Management, LLC 0.01% Reduce -28.2% 2,064 $1.1M
Measured Wealth Private Client Group, LLC 0.33% Add +3.9% 2,063 $1.1M
Mission Wealth Management, LP 0.02% Reduce -0.4% 2,056 $1.1M
Shelton Capital Management 0.03% Reduce -1.0% 2,031 $1.1M
Integrated Quantitative Investments LLC 0.32% New 2,024 $1.1M
Keybank National Association 0.00% Reduce -4.0% 2,004 $1.1M
Focus Partners Advisor Solutions, LLC 0.01% Add +49.0% 1,991 $1.1M
Brooklyn Investment Group 0.14% Add +974.0% 1,987 $1.1M
ProShare Advisors LLC 0.00% Add +1.2% 1,984 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Add +3.2% 1,976 $1.1M
Fairtree Asset Management (Pty) Ltd 0.79% No change 1,965 $1.1M
IFP Advisors, Inc 0.03% Add +9.9% 1,959 $1.0M
Cornerstone Investment Partners, LLC 0.05% Add +6.4% 1,920 $1.0M
Cibc World Markets Corp. 0.01% Reduce -9.5% 1,894 $1.0M
Globeflex Capital L P 0.08% No change 1,893 $1.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.06% New 1,873 $1.0M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -2.7% 1,861 $995K
CSS LLC 0.19% Reduce -13.9% 1,860 $995K
E. Ohman J:or Asset Management AB 0.02% No change 1,850 $990K
Alps Advisors Inc. 0.01% Add +103.6% 1,849 $989K
Abn Amro Investment Solutions 0.02% No change 1,834 $981K
VestGen Investment Management 0.70% Reduce -9.7% 1,817 $972K
Meeder Asset Management Inc. 0.06% Reduce -75.6% 1,810 $968K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.04% No change 1,800 $963K
Cim Investment Management Inc. 0.18% Add +100.7% 1,949 $962K
Hilltop Holdings Inc. 0.06% Add +3.3% 1,793 $959K
Virtus Advisers, LLC 0.59% Reduce -42.3% 1,777 $951K
World Investment Advisors 0.02% Add +60.3% 1,752 $937K
Accurate Wealth Management, LLC 0.14% Add +3.6% 1,708 $935K
Inspire Advisors, LLC 0.10% New 1,746 $934K
Argent Trust Co 0.04% Reduce -18.0% 1,736 $929K
Strategic Advocates LLC 0.27% Reduce -6.2% 1,710 $915K
Benjamin Edwards Inc. 0.01% Reduce -48.0% 1,688 $903K
Wedbush Securities Inc. 0.03% Add +4.3% 1,669 $893K
Essential Partners LLC 0.35% — 1,662 $889K
Ashton Thomas Private Wealth, LLC 0.03% New 1,647 $881K
CSM Advisors, LLC 0.03% New 1,625 $869K
Blue Trust, Inc. 0.01% Add +3.9% 1,614 $863K
Cooper Financial Group 0.10% Reduce -7.9% 1,604 $858K
DAVENPORT & Co LLC 0.00% No change 1,600 $856K
Snowden Capital Advisors LLC 0.03% Add +4.8% 1,581 $846K
Holocene Advisors, LP 0.00% New 1,566 $838K
CFO4Life Group, LLC 0.13% Reduce -3.4% 1,551 $830K
BTC Capital Management, Inc. 0.07% Reduce -13.7% 1,530 $818K
Bessemer Group Inc. 0.00% Add +4.3% 1,527 $817K
McGlone Suttner Wealth Management, Inc. 0.12% Add +1.9% 1,518 $812K
CIBC Asset Management Inc 0.00% Reduce -8.4% 1,515 $810K
Equitable Holdings, Inc. 0.01% New 1,508 $807K
Southport Management, L.L.C. 3.92% No change 1,500 $802K
Meeder Advisory Services, Inc. 0.04% Add +10.3% 1,482 $793K
Altus Wealth Group LLC 0.35% Reduce -13.5% 1,475 $789K
Guggenheim Capital LLC 0.01% Reduce -8.1% 1,471 $787K
GAMMA Investing LLC 0.05% Add +44.6% 1,463 $783K
Brighton Jones LLC 0.02% New 1,447 $774K
Elevation Point Wealth Partners, LLC 0.06% Reduce -16.6% 1,439 $770K
Little House Capital LLC 0.19% New 1,433 $766K
Prelude Capital Management, LLC 0.07% Reduce -6.2% 1,427 $763K
Wolverine Trading, LLC 0.02% Reduce -67.3% 1,433 $760K
Roberts Capital Advisors, LLC 0.56% No change 1,405 $752K
Wesbanco Bank Inc. 0.02% Reduce -14.4% 1,401 $749K
X-Square Capital, LLC 0.27% No change 1,385 $741K
Ostrum Asset Management 0.03% Reduce -2.8% 1,378 $737K
Metis Global Partners, LLC 0.02% Reduce -16.5% 1,359 $727K
Fifth Third Wealth Advisors LLC 0.03% Add +0.3% 1,358 $726K
UMB Bank, n.a. 0.01% Reduce -6.0% 1,358 $726K
Diametric Capital, LP 0.39% Add +24.5% 1,351 $723K
Washington Capital Management, Inc. 0.54% Add +68.8% 1,350 $722K
Fidelis Capital Partners, LLC 0.06% Add +5.0% 1,145 $712K
iA Global Asset Management Inc. 0.01% Reduce -8.2% 1,323 $708K
Portside Wealth Group, LLC 0.10% Add +46.0% 1,317 $704K
Summit Financial Wealth Advisors, LLC 0.12% Reduce -7.3% 1,277 $683K
Motley Fool Asset Management LLC 0.03% Add +7.5% 1,271 $680K
Curated Wealth Partners LLC 0.08% Reduce -11.4% 1,260 $674K
PFW Advisors LLC 0.21% No change 1,257 $672K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -22.0% 1,252 $670K
Chevy Chase Trust Holdings, LLC 0.00% No change 1,251 $669K
Rithm Capital Corp. 1.67% No change 1,250 $669K
Rossmore Private Capital 0.08% No change 1,250 $669K
Altshuler Shaham Ltd 0.02% Add +51.3% 1,250 $669K
Axxcess Wealth Management, LLC 0.02% Add +88.0% 1,248 $668K
Praxis Investment Management Inc. 0.04% No change 1,240 $663K
Quantessence Capital LLC 0.19% New 1,236 $661K
L2 Asset Management, LLC 0.11% Reduce -16.4% 1,236 $661K
Arkadios Wealth Advisors 0.02% Add +61.6% 1,225 $655K
Motco 0.06% No change 1,024 $643K
Impact Partnership Wealth, LLC 0.12% Add +7.8% 1,195 $639K
Sequoia Financial Advisors, LLC 0.00% Add +50.6% 1,191 $637K
Canandaigua National Bank & Trust Co. 0.06% Reduce -6.4% 1,186 $634K
Forte Capital LLC 0.07% Add +3.9% 1,179 $631K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -33.2% 1,177 $630K
APG Asset Management N.V. 0.00% Reduce -53.4% 1,376 $627K
Jones Financial Companies LLLP 0.00% Reduce -24.2% 1,157 $614K
Bradley Foster & Sargent Inc. 0.01% Add +26.0% 1,147 $614K
Saturna Capital Corp. 0.01% No change 1,142 $611K
Hillsdale Investment Management Inc. 0.02% Reduce -45.5% 1,140 $610K
Simplex Trading, LLC 0.02% Reduce -81.3% 1,139 $609K
Applied Finance Capital Management, LLC 0.04% New 1,131 $605K
Hennion & Walsh Asset Management, Inc. 0.02% Add +97.5% 1,126 $602K
Townsquare Capital LLC 0.06% Reduce -86.0% 1,125 $602K
Private Client Services, LLC 0.23% Reduce -0.3% 1,124 $601K
Blair William & Co. 0.00% Reduce -34.5% 1,119 $599K
Cornerstone Select Advisors, LLC 0.52% No change 1,113 $595K
Mutual Advisors, LLC 0.01% Reduce -16.4% 925 $588K
Precision Wealth Strategies, LLC 0.19% Add +4.0% 1,094 $585K
Resonant Capital Advisors, LLC 0.04% Add +5.7% 1,091 $584K
Holderness Investments Co. 0.13% New 1,088 $582K
New Wave Wealth Advisors LLC 0.25% Add +0.3% 1,082 $579K
Keebeck Wealth Management 0.08% New 1,081 $578K
Gallacher Capital Management LLC 0.27% Reduce -9.1% 1,074 $575K
Pitcairn Co. 0.04% Reduce -71.7% 1,073 $574K
Institute for Wealth Management, LLC. 0.06% Add +2.2% 1,051 $562K
Wright Investors Service Inc. 0.17% Add +1.1% 1,044 $558K
Profund Advisors LLC 0.02% Reduce -7.8% 1,036 $554K
Clearstead Advisors, LLC 0.01% Add +165.5% 1,030 $551K
Global Retirement Partners, LLC 0.01% — 1,027 $549K
Mount Lucas Management LP 0.26% Reduce -56.3% 1,016 $543K
Gibbs Wealth Management 0.10% New 1,015 $543K
Lindenwold Advisors, INC 0.28% Add +0.1% 1,013 $542K
Penserra Capital Management LLC 0.01% Reduce -1.3% 1,013 $541K
HighPoint Advisor Group LLC 0.03% Add +23.9% 1,005 $538K
Cynosure Group, LLC 0.06% Add +15.1% 1,004 $537K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -83.3% 1,003 $536K
Eagle Global Advisors LLC 0.02% No change 1,000 $535K
Salem Investment Counselors Inc. 0.02% No change 1,000 $535K
Moloney Securities Asset Management, LLC 0.07% Reduce -11.9% 990 $530K
Thompson Davis & Co., Inc. 0.36% Add +21.5% 990 $530K
Blueshift Asset Management, LLC 0.16% New 989 $529K
Scott Marsh Financial, LLC 0.20% — 986 $527K
TD Private Client Wealth LLC 0.01% Reduce -13.7% 985 $527K
D'Orazio & Associates, Inc. 0.07% Add +4.7% 980 $524K
Erste Asset Management GmbH 0.00% Add +0.0% 1,025 $524K
Formidable Asset Management, LLC 0.09% Reduce -16.3% 967 $517K
VestGen Advisors, LLC 0.02% Add +13.1% 966 $517K
Wealthfront Advisers LLC 0.00% Reduce -2.5% 963 $515K
EverSource Wealth Advisors, LLC 0.02% Add +124.3% 949 $508K
Sherbrooke Park Advisers LLC 0.22% Reduce -50.4% 948 $507K
Prudential PLC 0.00% Reduce -95.0% 939 $502K
Trust Point Inc. 0.05% Add +6.4% 935 $500K
American Trust 0.05% New 930 $497K
Choreo, LLC 0.01% Add +6.8% 910 $487K
Cassaday & Co Wealth Management LLC 0.01% Add +11.7% 900 $481K
Parallel Advisors, LLC 0.01% Add +0.2% 898 $480K
United Capital Financial Advisors, LLC 0.00% Reduce -11.2% 898 $480K
Ignite Planners, LLC 0.08% Add +1.7% 848 $480K
Legacy Wealth Asset Management, LLC 0.12% Add +5.2% 894 $478K
Quantum Financial Advisors, LLC 0.06% Reduce -6.1% 887 $475K
Manchester Capital Management LLC 0.06% Add +32.2% 871 $466K
HM Payson & Co. 0.01% Reduce -32.9% 868 $464K
AdvisorShares Investments LLC 0.08% Reduce -21.3% 866 $463K
Kathmere Capital Management, LLC 0.04% Reduce -15.9% 863 $462K
Grandfield & Dodd, LLC 0.03% No change 861 $461K
Sivia Capital Partners, LLC 0.16% New 859 $459K
Walleye Capital LLC 0.00% Reduce -89.3% 857 $458K
State of Wyoming 0.06% New 855 $457K
Simon Quick Advisors, LLC 0.02% Reduce -20.1% 855 $457K
Alliance Wealth Advisors, LLC 0.11% Add +8.8% 854 $457K
Forum Financial Management, LP 0.01% Add +3.3% 851 $455K
Westerkirk Capital Inc. 0.06% — 849 $454K
Covenant Partners, LLC 0.13% No change 842 $450K
Great Lakes Advisors, LLC 0.00% Add +42.7% 842 $450K
Fiduciary Financial Group, LLC 0.08% Add +31.9% 843 $448K
Archer Investment Corp 0.11% Reduce -17.9% 836 $447K
New Vernon Capital Holdings II LLC 0.21% No change 836 $447K
One Wealth Advisors, LLC 0.06% Reduce -9.3% 822 $440K
AE Wealth Management LLC 0.00% Reduce -4.8% 817 $437K
NorthCoast Asset Management LLC 0.00% Reduce -3.0% 814 $436K
Intrust Bank NA 0.04% Reduce -0.8% 814 $435K
Moneta Group Investment Advisors LLC 0.01% Reduce -1.2% 807 $432K
Fifth Third Bancorp 0.00% Reduce -4.9% 803 $430K
Capstone Investment Advisors, LLC 0.00% New 801 $428K
UniSuper Management Pty Ltd 0.00% Reduce -11.1% 800 $428K
Smithfield Trust Co 0.02% Add +5.8% 797 $427K
Murphy & Mullick Capital Management Corp 0.35% No change 680 $427K
Greenfield Savings Bank 0.19% No change 795 $425K
Perigon Wealth Management, LLC 0.01% Reduce -27.6% 794 $425K
Greenleaf Trust 0.00% Reduce -0.8% 791 $423K
Arcus Capital Partners, LLC 0.18% Reduce -7.4% 787 $421K
Evergreen Capital Management LLC 0.01% Add +11.0% 787 $421K
Belpointe Asset Management LLC 0.02% Add +4.3% 782 $418K
Rafferty Asset Management, LLC 0.00% Reduce -0.9% 782 $418K
Colonial Trust Co / SC 0.06% No change 780 $417K
Pinnacle Associates Ltd. 0.01% No change 772 $413K
Perbak Capital Partners LLP 0.09% New 770 $412K
Parkside Financial Bank & Trust 0.04% Add +225.5% 765 $409K
CoreCap Advisors, LLC 0.02% Reduce -26.9% 765 $409K
Ascent Group, LLC 0.02% Reduce -15.5% 763 $408K
Olympiad Research LP 0.66% Reduce -37.6% 760 $407K
Arax Advisory Partners 0.02% Reduce -7.2% 749 $401K
Brown Miller Wealth Management, LLC 0.12% Add +12.3% 746 $399K
Coastal Bridge Advisors, LLC 0.03% New 744 $398K
Woodward Diversified Capital, LLC 0.20% New 742 $397K
Siemens Fonds Invest GmbH 0.02% Add +15.0% 742 $397K
Readystate Asset Management LP 0.03% New 741 $396K
Bourne Lent Asset Management Inc. 0.15% No change 736 $394K
Narus Financial Partners, LLC 0.12% Add +11.9% 731 $391K
Paulson Wealth Management Inc. 0.10% Add +7.9% 726 $388K
Abel Hall, LLC 0.18% Add +0.6% 725 $388K
Ellevest, Inc. 0.06% Add +6.2% 725 $388K
Csenge Advisory Group 0.02% Add +5.3% 818 $386K
Wealthstream Advisors, Inc. 0.06% Add +3.4% 721 $386K
Synergy Asset Management, LLC 0.04% Reduce -6.6% 720 $385K
Highland Capital Management, LLC 0.02% Reduce -0.8% 712 $381K
XML Financial, LLC 0.03% Add +16.4% 710 $380K
McLean Asset Management Corp 0.10% Add +2.8% 700 $379K
Mayfair Advisory Group, LLC 0.18% Reduce -8.7% 612 $378K
Cordatus Wealth Management LLC 0.09% Add +0.6% 707 $378K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 704 $377K
1776 Wealth LLC 0.15% New 700 $374K
Lathrop Investment Management Co. 0.07% New 698 $373K
Cambria Investment Management, L.P. 0.03% No change 695 $372K
Ossiam 0.00% Add +63.7% 691 $370K
Wbi Investments, LLC 0.10% New 687 $367K
Chicago Partners Investment Group LLC 0.01% Add +31.1% 636 $365K
Campbell & CO Investment Adviser LLC 0.02% Reduce -26.5% 681 $364K
Rockport Wealth LLC 0.08% New 677 $362K
Polymer Capital Management (US) LLC 0.06% Reduce -41.6% 673 $360K
NDVR, Inc. 0.34% Reduce -30.0% 669 $358K
Fullcircle Wealth LLC 0.13% Reduce -6.6% 565 $356K
Marshall Wace, LLP 0.00% Reduce -83.0% 664 $355K
Full Sail Capital, LLC 0.02% New 661 $354K
SkyOak Wealth, LLC 0.07% No change 660 $353K
Aptus Capital Advisors, LLC 0.00% Reduce -1.6% 658 $352K
CHB Investment Group, LLC 0.18% No change 657 $351K
Bensler, LLC 0.04% Add +0.1% 656 $351K
Capital Counsel LLC 0.01% New 654 $350K
Strategy Asset Managers LLC 0.07% Reduce -0.6% 651 $348K
Compound Planning, Inc. 0.01% Reduce -1.1% 643 $344K
Wayfinding Financial, LLC 0.15% Reduce -8.4% 546 $343K
WealthBridge Capital Management, LLC 0.09% New 640 $343K
Canopy Partners, LLC 0.13% New 640 $342K
Lingohr Asset Management GmbH 0.61% New 633 $339K
Verus Capital Partners, LLC 0.03% New 628 $336K
Welch & Forbes LLC 0.00% No change 626 $335K
Pekin Hardy Strauss, Inc. 0.04% No change 625 $334K
NorthRock Partners, LLC 0.01% New 620 $332K
Waverly Advisors, LLC 0.00% New 619 $331K
Transcend Capital Advisors, LLC 0.03% New 619 $331K
FSM Wealth Advisors, LLC 0.05% New 599 $330K
Lazari Capital Management, Inc. 0.12% Reduce -7.2% 617 $330K
Diversify Advisory Services, LLC 0.01% New 520 $329K
Mark Sheptoff Financial Planning, LLC 0.17% New 613 $328K
Lido Advisors, LLC 0.00% New 608 $325K
Advisor OS, LLC 0.03% Add +6.7% 607 $325K
Dakota Wealth Management 0.01% Add +1.5% 607 $325K
Klingman & Associates, LLC 0.02% New 605 $324K
AdvisorNet Financial, Inc 0.02% Reduce -2.4% 605 $324K
DF Dent & Co. Inc. 0.00% No change 605 $324K
KG Capital Management 0.09% No change 600 $321K
Parisi Gray Wealth Management 0.09% No change 600 $321K
Shay Capital LLC 0.07% New 600 $321K
Petros Family Wealth, LLC 0.29% Reduce -12.5% 590 $316K
V-Square Quantitative Management LLC 0.04% Reduce -15.4% 578 $309K
Fortitude Advisory Group L.L.C. 0.18% No change 577 $309K
Optimize Financial Inc. 0.19% Reduce -0.7% 573 $306K
Amplius Wealth Advisors, LLC 0.03% Reduce -6.5% 573 $306K
Raleigh Capital Management Inc. 0.13% Add +14.7% 571 $306K
Glass Jacobson Investment Advisors llc 0.12% No change 567 $303K
Sigma Planning Corp 0.01% New 561 $300K
FLC Capital Advisors 0.06% No change 560 $300K
Nebula Research & Development LLC 0.03% New 556 $297K
HBK Sorce Advisory LLC 0.01% Reduce -0.5% 551 $295K
Fiduciary Trust Co 0.00% No change 545 $292K
Chase Investment Counsel Corp. 0.09% Reduce -72.2% 545 $291K
Cornerstone Wealth Management, LLC 0.02% New 543 $290K
Financial Engines Advisors L.L.C. 0.00% No change 543 $290K
Ballentine Partners, LLC 0.00% New 542 $290K
Signaturefd, LLC 0.00% Add +1.7% 541 $289K
Journey Strategic Wealth LLC 0.01% New 539 $288K
Prime Capital Investment Advisors, LLC 0.00% New 537 $287K
Venture Visionary Partners LLC 0.01% New 531 $284K
Savant Capital, LLC 0.00% Reduce -2.6% 529 $283K
Naviter Wealth, LLC 0.03% New 520 $278K
Poinciana Advisors Group, LLC 0.25% New 519 $278K
Covestor Ltd 0.16% Add +0.2% 517 $277K
NorthCrest Asset Manangement, LLC 0.01% New 504 $276K
Warren Street Wealth Advisors, LLC 0.09% New 514 $275K
Moss Adams Wealth Advisors LLC 0.02% New 510 $273K
iSAM Funds (UK) Ltd 0.06% New 507 $271K
waypoint wealth counsel 0.13% New 505 $270K
Whittier Trust Co. of Nevada Inc. 0.01% Add +1.4% 505 $270K
First Western Trust Bank 0.01% New 503 $269K
Denali Advisors LLC 0.03% New 500 $267K
Inscription Capital, LLC 0.04% New 498 $266K
LifeWealth Investments, LLC 0.10% New 492 $263K
MAI Capital Management 0.00% Add +45.8% 490 $262K
Koshinski Asset Management, Inc. 0.02% New 486 $260K
Stonehaven Wealth & Tax Solutions, LLC 0.25% New 485 $259K
Citizens Financial Group Inc. 0.00% New 484 $259K
PAX Financial Group, LLC 0.05% Reduce -40.0% 472 $252K
SYM FINANCIAL Corp 0.03% New 472 $252K
EP Wealth Advisors, LLC 0.00% New 469 $251K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 467 $250K
Gen-Wealth Partners Inc 0.10% Reduce -31.6% 464 $248K
Retirement Guys Formula LLC 0.09% New 463 $247K
Leavell Investment Management, Inc. 0.01% New 462 $247K
Investment Advisory Services Inc. /TX 0.08% New 459 $245K
Northwestern Mutual Wealth Management Co. 0.00% Add +34.4% 457 $244K
Arete Wealth Advisors, LLC 0.02% New 453 $243K
Willner & Heller, LLC 0.20% New 454 $243K
Old National Bancorp 0.00% New 449 $240K
Amitell Capital Pte Ltd 0.13% New 447 $239K
Kaufman Rossin Wealth, LLC 0.15% New 443 $237K
Ariadne Wealth Management, LP 0.11% New 383 $236K
Hutchens & Kramer Investment Management Group, LLC 0.11% New 443 $235K
Claret Asset Management Corp 0.03% New 439 $235K
Advisors Capital Management, LLC 0.00% New 439 $235K
Guardian Wealth Advisors, LLC / NC 0.02% New 439 $235K
Evoke Wealth, LLC 0.01% New 438 $234K
Cigna Investments Inc. 0.04% New 438 $234K
Personal Cfo Solutions, LLC 0.04% Reduce -19.8% 437 $234K
Voleon Capital Management LP 0.01% Reduce -60.3% 431 $231K
Affinity Investment Advisors, LLC 0.17% New 429 $229K
Wealthspire Advisors, LLC 0.00% New 428 $229K
Independent Advisor Alliance 0.01% Reduce -93.0% 427 $228K
Kennedy Capital Management LLC 0.01% New 422 $226K
Five Oceans Advisors 0.10% New 418 $224K
Natixis 0.00% Add +28.3% 417 $223K
Petrus Trust Company, LTA 0.02% New 416 $223K
Waterloo Capital, L.P. 0.02% New 414 $221K
Atria Wealth Solutions, Inc. 0.01% Reduce -40.0% 412 $221K
Thor Investment Management Inc. /Oh/ 0.15% New 410 $219K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -32.2% 407 $218K
Seven Mile Advisory 0.13% New 404 $216K
SageView Advisory Group, LLC 0.01% New 341 $215K
Pring Turner Capital Group Inc. 0.14% New 401 $214K
Adirondack Trust Co. 0.08% Reduce -4.8% 400 $214K
Bison Wealth, LLC 0.02% New 397 $212K
Freedom Financial Partners LLC 0.09% New 396 $212K
Austin Private Wealth, LLC 0.02% New 394 $211K
Cullen/Frost Bankers, Inc. 0.00% Add +66.1% 392 $210K
Lombard Odier Asset Management (USA) Corp 0.07% New 392 $210K
Massachusetts Financial Services Co. 0.00% New 392 $210K
SVB Wealth LLC 0.01% Reduce -6.9% 389 $208K
Strategic Blueprint, LLC 0.01% Reduce -66.5% 386 $207K
Flagship Harbor Advisors, LLC 0.01% New 386 $207K
Cibc World Market Inc. 0.00% New 384 $205K
Colonial River Investments, LLC 0.09% New 373 $204K
Earned Wealth Advisors, LLC 0.04% New 381 $204K
Calydon Capital 0.02% New 378 $202K
GeoWealth Management, LLC 0.01% Reduce -81.9% 352 $188K
Independence Bank of Kentucky 0.03% Add +12.9% 349 $187K
FIL Ltd 0.00% New 340 $182K
First Horizon Advisors, Inc. 0.00% Add +45.5% 339 $181K
SBI Securities Co., Ltd. 0.01% Reduce -24.1% 331 $177K
Spire Wealth Management 0.01% Add +4.4% 330 $177K
BankPlus Trust Department 0.05% Add +350.0% 324 $173K
National Bank of Canada 0.00% Add +29.3% 313 $167K
Private Trust Co. NA 0.02% Add +11.8% 312 $167K
Huntington National Bank 0.00% Reduce -11.7% 309 $165K
Park Place Capital Corp 0.04% Add +6.9% 308 $164K
Physician Wealth Advisors, Inc. 0.02% Add +1.8% 282 $151K
Ameritas Advisory Services, LLC 0.01% Reduce -91.0% 275 $147K
Rothschild Investment LLC 0.01% No change 267 $143K
CX Institutional 0.00% No change 258 $138K
C M Bidwell & Associates Ltd. 0.07% No change 248 $133K
Sunbelt Securities, Inc. 0.01% Reduce -40.1% 290 $132K
MassMutual Private Wealth & Trust, FSB 0.00% Add +7.1% 241 $129K
CI Investments Inc. 0.00% Add +12.5% 234 $125K
REAP Financial Group, LLC 0.03% Add +172.9% 232 $124K
Harvest Fund Management Co., Ltd 0.01% Add +169.5% 221 $118K
St Germain D J Co. Inc. 0.01% No change 217 $116K
Leonteq Securities AG 0.01% Reduce -30.1% 216 $116K
Wolff Wiese Magana LLC 0.07% Reduce -42.1% 206 $110K
Geneos Wealth Management Inc. 0.00% Reduce -7.7% 203 $109K
Harbour Investments, Inc. 0.00% Add +4.2% 200 $107K
Whittier Trust Co. 0.00% No change 199 $106K
Evermay Wealth Management LLC 0.01% No change 180 $96K
CVA Family Office, LLC 0.01% Reduce -11.9% 170 $91K
Hemington Wealth Management 0.01% Add +10.6% 167 $89K
Harbor Capital Advisors, Inc. 0.00% Reduce -3.2% 152 $81K
Silicon Valley Capital Partners 0.01% No change 151 $81K
Chelsea Counsel Co. 0.04% No change 150 $80K
Osterweis Capital Management Inc. 0.00% New 136 $73K
Smartleaf Asset Management LLC 0.01% Reduce -48.6% 131 $70K
Roble, Belko & Company, Inc 0.01% New 129 $69K
Versant Capital Management, Inc 0.01% Add +12.8% 123 $66K
NFSG Corp 0.01% New 115 $61K
Larson Financial Group LLC 0.00% Add +178.1% 114 $61K
Pandora Wealth, Inc. 0.04% Add +14.0% 114 $61K
Hazlett, Burt & Watson, Inc. 0.02% Add +37.5% 110 $59K
JFS Wealth Advisors, LLC 0.00% Reduce -7.7% 108 $58K
SJS Investment Consulting Inc. 0.01% Reduce -5.3% 107 $57K
WPG Advisers, LLC 0.05% Add +101.9% 107 $57K
Solstein Capital, LLC 0.03% No change 106 $57K
Anchor Investment Management, LLC 0.01% No change 106 $57K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +320.0% 105 $56K
Harbor Investment Advisory, LLC 0.01% Add +110.0% 105 $56K
Princeton Global Asset Management LLC 0.01% No change 100 $53K
Groupe la Francaise 0.00% Add +13.9% 98 $52K
Twin Peaks Wealth Advisors, LLC 0.02% New 81 $51K
Core Alternative Capital 0.01% No change 95 $51K
Rise Advisors, LLC 0.02% No change 91 $49K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +11.8% 85 $45K
Private Wealth Management Group, LLC 0.01% Add +5.2% 81 $43K
Tobam 0.02% Add +1900.0% 80 $43K
Dagco, Inc. 0.01% Add +17.2% 68 $36K
Rakuten Securities, Inc. 0.01% Reduce -49.6% 58 $31K
Bayforest Capital Ltd 0.01% Reduce -97.5% 56 $30K
Itau Unibanco Holding S.A. 0.00% Reduce -12.7% 55 $29K
Addison Advisors LLC 0.01% Add +6.1% 52 $28K
SRH Advisors, LLC 0.01% No change 50 $27K
Richardson Financial Services Inc. 0.02% No change 49 $26K
MorganRosel Wealth Management, LLC 0.01% No change 47 $25K
Park Square Financial Group, LLC 0.02% Reduce -42.7% 47 $25K
Cornerstone Planning Group LLC 0.01% No change 40 $25K
Matrix Trust Co 0.00% Reduce -6.0% 47 $25K
Dogwood Wealth Management LLC 0.01% Reduce -67.6% 46 $25K
Darwin Wealth Management, LLC 0.01% No change 45 $24K
Pacific Center for Financial Services 0.01% No change 41 $22K
Toth Financial Advisory Corp. 0.00% No change 40 $21K
Farmers & Merchants Investments Inc. 0.00% Add +15.2% 38 $20K
LRI Investments, LLC 0.00% New 37 $20K
Prestige Wealth Management Group LLC 0.00% No change 35 $19K
Cherry Tree Wealth Management, LLC 0.00% No change 30 $16K
DT Investment Partners, LLC 0.00% No change 30 $16K
NewSquare Capital LLC 0.00% Add +42.9% 30 $16K
Keener Financial Planning LLC 0.01% No change 30 $16K
Vermillion & White Wealth Management Group, LLC 0.01% No change 29 $16K
Sound Income Strategies, LLC 0.00% Reduce -95.9% 25 $13K
Atwood & Palmer Inc. 0.00% No change 25 $13K
Traub Capital Management LLC 0.01% — 25 $13K
Clearstead Trust, LLC 0.00% New 24 $13K
Bogart Wealth, LLC 0.00% New 23 $12K
IMG Wealth Management, Inc. 0.01% No change 22 $12K
Strategic Wealth Partners, Ltd. 0.00% — 22 $12K
SouthState Bank Corp 0.00% Reduce -4.3% 22 $12K
True Wealth Design, LLC 0.00% Add +250.0% 21 $11K
Bell Investment Advisors, Inc 0.00% Add +61.5% 21 $11K
Main Street Group, LTD 0.00% No change 20 $11K
Creative Financial Designs Inc. 0.00% No change 20 $11K
Frazier Financial Advisors, LLC 0.01% No change 19 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 19 $10K
FWL Investment Management, LLC 0.00% New 18 $10K
High Note Wealth, LLC 0.00% No change 18 $10K
Binnacle Investments Inc 0.01% Reduce -46.9% 17 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 16 $9K
Blue Bell Private Wealth Management, LLC 0.00% Add +23.1% 16 $9K
Sachetta, LLC 0.00% Add +87.5% 15 $8K
Fortitude Family Office, LLC 0.00% New 15 $8K
Accent Capital Management, LLC 0.00% No change 13 $7K
Investment Research & Advisory Group, Inc. 0.00% No change 13 $7K
DiNuzzo Private Wealth, Inc. 0.00% Add +8.3% 13 $7K
Bare Financial Services, Inc 0.00% Add +140.0% 12 $6K
Crowley Wealth Management, Inc. 0.00% No change 10 $5K
Ridgewood Investments LLC 0.00% No change 10 $5K
Raffa Wealth Management, LLC 0.00% No change 10 $5K
Webster Bank, N. A. 0.00% New 10 $5K
Group One Trading LLC 0.00% New 10 $5K
Sierra Ocean, LLC 0.00% New 9 $5K
Optiver Holding B.V. 0.00% New 9 $5K
Rialto Wealth Management, LLC 0.00% Add +60.0% 8 $4K
Cromwell Holdings LLC 0.00% Add +100.0% 8 $4K
New Millennium Group LLC 0.00% Reduce -78.4% 8 $4K
Cape Investment Advisory, Inc. 0.00% New 8 $4K
Grove Bank & Trust 0.00% No change 8 $4K
Avion Wealth 0.00% Add +200.0% 9 $4K
Byrne Asset Management LLC 0.00% No change 6 $3K
Activest Wealth Management 0.00% Add +0.0% 6 $3K
Eastern Bank 0.00% No change 6 $3K
Ancora Advisors LLC 0.00% New 6 $3K
Hughes Financial Services, LLC 0.00% Add +400.0% 5 $3K
Valley National Advisers Inc. 0.00% No change 7 $3K
Valued Wealth Advisors LLC 0.00% No change 5 $3K
Financial Network Wealth Advisors LLC 0.00% New 5 $3K
Painted Porch Advisors LLC 0.00% No change 5 $3K
HFM Investment Advisors, LLC 0.00% Add +300.0% 4 $2K
Rossby Financial, LCC 0.00% No change 4 $2K
ORG Partners LLC 0.00% No change 4 $2K
Capital Advisors, Ltd. LLC 0.00% Reduce -25.0% 3 $2K
Picton Mahoney Asset Management 0.00% Reduce -99.9% 3 $2K
Glen Eagle Advisors, LLC 0.00% No change 3 $2K
Parkworth Wealth Management, Inc. 0.00% Add +50.0% 3 $2K
Tortoise Investment Management, LLC 0.00% New 3 $2K
PEAK6 LLC 0.00% Reduce -33.3% 2 $1K
Stephens Consulting, LLC 0.00% New 2 $1K
Arlington Trust Co LLC 0.00% New 2 $1K
HHM Wealth Advisors, LLC 0.00% No change 2 $1K
Bay Harbor Wealth Management, LLC 0.00% No change 2 $1K
Winthrop Capital Management, LLC 0.00% No change 2 $1K
Dunhill Financial, LLC 0.00% New 1 $543
LGT Financial Advisors LLC 0.00% New 1 $535
Caitong International Asset Management Co., Ltd 0.00% Reduce -66.7% 1 $535
WealthTrak Capital Management LLC 0.00% No change 1 $535
American Capital Advisory, LLC 0.00% No change 1 $535
Financial Management Professionals, Inc. 0.00% No change 1 $535
TFC Financial Management, Inc. 0.00% No change 1 $535
Hollencrest Capital Management 0.00% No change 1 $535

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