Emcor GroupEME

13F holders, Q3 2025 (September 30)
1,065holders +120
179new positions
54sold out
8famous investors
$647.35avg. 13F price*

At the end of Q3 2025, 1,065 institutions reported holding Emcor Group Inc. (EME) in their 13F filings, up 120 from Q2 2025. 179 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.5B) and FMR LLC ($1.7B). 8 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Ray Dalio (0.3% of Bridgewater Associates'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions179$229.0M
Exits54$141.9M

All 13F filers, Q2 2025 → Q3 2025: 4,672,711 shares bought and 5,416,514 shares sold, net −743,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,065 holders

Vanguard Group Inc. 0.05% Add +17.6% 5,332,636 $3.5B
BlackRock, Inc. 0.04% Reduce -24.0% 3,882,165 $2.5B
FMR LLC 0.09% Add +29.1% 2,641,058 $1.7B
State Street Corp. 0.04% Add +15.2% 1,852,991 $1.2B
Geode Capital Management, LLC 0.06% Add +36.3% 1,417,733 $917.8M
Victory Capital Management Inc. 0.34% Add +48.8% 949,360 $572.4M
Kayne Anderson Rudnick Investment Management LLC 1.25% Reduce -39.4% 791,170 $513.9M
Select Equity Group, L.P. 2.04% Reduce -18.9% 735,769 $477.9M
Invesco Ltd. 0.07% Reduce -35.9% 723,579 $470.0M
AQR Capital Management 0.26% Add +0.9% 627,507 $405.3M
Morgan Stanley 0.02% Reduce -7.3% 541,970 $352.0M
First Trust Advisors LP 0.25% Reduce -1.9% 521,720 $338.9M
Allspring Global Investments Holdings, LLC 0.54% Reduce -1.6% 510,188 $334.1M
Northern Trust Corp. 0.04% Reduce -9.0% 497,178 $322.9M
Qube Research & Technologies Ltd 0.45% Add +68.3% 489,658 $318.1M
Burgundy Asset Management Ltd. 2.60% Reduce -16.3% 443,982 $275.3M
Fuller & Thaler Asset Management, Inc. 0.93% Reduce -19.3% 420,062 $272.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -15.2% 415,654 $270.0M
Dimensional Fund Advisors LP 0.06% Reduce -9.7% 411,103 $267.0M
Nordea Investment Management AB 0.23% Add +3.1% 407,292 $262.2M
Lord, Abbett & Co. LLC 0.78% Reduce -17.9% 388,605 $252.4M
American Century Companies Inc. 0.12% Add +1.4% 354,437 $230.2M
Charles Schwab Investment Management Inc. 0.03% Reduce -4.4% 332,625 $216.1M
Goldman Sachs Group Inc. 0.03% Add +63.8% 322,136 $209.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.34% Add +6.0% 320,416 $208.1M
Jacobs Levy Equity Management, Inc. 0.82% Add +1.7% 318,174 $206.7M
Ameriprise Financial Inc. 0.05% Reduce -7.9% 310,539 $201.7M
Citadel Advisors 0.16% Add +37.6% 305,552 $198.5M
Federated Hermes, Inc. 0.34% Reduce -8.0% 296,777 $192.8M
Caisse de depot et placement du Quebec 0.35% Reduce -11.9% 296,035 $192.3M
Bank of New York Mellon Corp 0.03% Reduce -19.0% 294,918 $191.6M
Deutsche Bank AG 0.06% Add +144.8% 289,872 $188.3M
Epoch Investment Partners, Inc. 1.01% Add +12.7% 282,953 $183.8M
Millennium Management 0.14% Add +149.7% 272,250 $176.8M
TD Asset Management Inc 0.14% Add +6.7% 271,888 $176.6M
TimesSquare Capital Management, LLC 2.45% Reduce -5.8% 264,237 $171.6M
JPMorgan Chase & Co. 0.01% Add +11.3% 252,686 $164.1M
Man Group plc 0.32% Reduce -27.6% 247,702 $160.9M
Royal Bank of Canada 0.03% Reduce -15.8% 235,984 $153.3M
Wells Fargo & Company 0.03% Reduce -19.8% 224,792 $146.0M
T. Rowe Price Associates Inc. 0.02% Add +72.0% 218,774 $142.1M
Swedbank AB 0.14% Add +0.0% 215,690 $140.1M
Nuveen, LLC 0.04% Add +15.6% 215,502 $140.0M
Bank of America Corp. 0.01% Reduce -26.7% 207,581 $134.8M
Congress Asset Management Co. 0.87% Reduce -15.3% 201,693 $131.0M
Russell Investments Group, Ltd. 0.14% Add +0.5% 182,555 $118.5M
Clark Capital Management Group, Inc. 0.72% Reduce -5.6% 177,043 $115.0M
UBS Group AG 0.02% Add +4.2% 173,117 $112.4M
Amundi 0.04% Add +7.7% 167,594 $112.3M
Legal & General Group Plc 0.03% Reduce -3.6% 172,242 $111.9M
Envestnet Asset Management Inc. 0.03% Reduce -9.7% 166,301 $108.0M
Allianz Asset Management GmbH 0.13% Reduce -30.7% 164,491 $106.8M
Zacks Investment Management 0.74% Add +0.0% 142,574 $92.6M
Systematic Financial Management LP 2.24% Reduce -8.4% 142,103 $92.3M
KBC Group NV 0.22% Add +7.3% 141,133 $91.7M
BI Asset Management Fondsmaeglerselskab A/S 0.80% Add +11.5% 135,828 $88.2M
Pacer Advisors, Inc. 0.23% Reduce -32.0% 135,565 $88.1M
Swiss National Bank 0.05% Reduce -6.3% 129,000 $83.8M
Los Angeles Capital Management LLC 0.28% Reduce -16.5% 125,414 $81.5M
Macquarie Group Ltd. 0.10% Add +87.3% 125,268 $81.4M
Barclays PLC 0.03% Add +192.8% 125,042 $81.2M
Panagora Asset Management Inc. 0.31% Reduce -1.8% 116,577 $75.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.19% Add +45.2% 113,311 $73.3M
Value Holdings Management Co. LLC 11.73% No change 112,670 $73.2M
Bank of Montreal 0.03% Add +268.1% 106,601 $69.2M
HSBC Holdings PLC 0.04% Reduce -1.3% 105,197 $68.3M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +7.4% 101,960 $66.2M
Bridgewater Associates 0.26% Reduce -51.2% 101,653 $66.0M
Storebrand Asset Management As 0.17% Add +13.9% 99,906 $64.9M
Sei Investments Co. 0.07% Reduce -6.3% 98,682 $64.1M
Fiera Capital Corp 0.20% Reduce -0.3% 96,699 $62.8M
Rhumbline Advisers 0.05% Reduce -29.5% 96,332 $62.6M
California Public Employees Retirement System 0.04% Add +2.8% 96,149 $62.5M
AXA Investment Managers S.A. 0.17% — 95,313 $61.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +130.1% 90,195 $58.6M
LPL Financial LLC 0.02% Add +24.2% 86,240 $56.0M
AustralianSuper Pty Ltd 0.26% Reduce -16.6% 85,930 $55.8M
Raymond James Financial Inc. 0.02% Reduce -21.0% 84,203 $54.7M
Robeco Institutional Asset Management B.V. 0.07% Reduce -30.2% 77,079 $50.1M
Worldquant Millennium Advisors LLC 0.21% Add +27.4% 75,725 $49.2M
Aware Super Pty Ltd as trustee of Aware Super 0.65% Reduce -8.6% 72,744 $47.3M
Renaissance Group LLC 1.70% Reduce -23.4% 69,206 $45.0M
Pictet Asset Management Holding SA 0.04% Add +3.3% 69,154 $44.9M
Teacher Retirement System of Texas 0.18% Reduce -15.2% 68,912 $44.8M
Wellington Management Group LLP 0.01% Add +14.6% 68,772 $44.7M
California State Teachers Retirement System 0.04% Reduce -5.0% 67,405 $43.8M
Lazard Asset Management LLC 0.06% Add +58.8% 63,364 $41.2M
Korea Investment CORP 0.08% Add +13.7% 62,136 $40.4M
Alliancebernstein L.P. 0.01% Reduce -20.7% 61,615 $40.0M
Principal Financial Group Inc. 0.02% Reduce -55.9% 61,478 $39.9M
Kirr Marbach & Co. LLC 7.15% Add +0.8% 60,937 $39.6M
Gotham Asset Management 0.17% Add +27.5% 60,803 $39.5M
Stock Yards Bank & Trust Co. 1.23% Add +0.7% 60,614 $39.4M
Cookson Peirce & Co. Inc. 1.61% Add +2.3% 60,546 $39.3M
Assenagon Asset Management S.A. 0.06% Reduce -25.4% 59,920 $38.9M
Orbis Allan Gray Ltd 0.17% Add +27.4% 59,606 $38.7M
BNP Paribas Financial Markets 0.03% Add +132.7% 58,885 $38.2M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -14.6% 58,707 $38.1M
Osaic Holdings, Inc. 0.05% Add +113.3% 56,286 $36.2M
New York State Common Retirement Fund 0.05% Add +4.0% 55,109 $35.8M
Vinva Investment Management Ltd 0.65% Add +1.9% 52,289 $33.5M
Hancock Whitney Corp. 0.61% Reduce -1.4% 51,262 $33.3M
New York State Teachers Retirement System 0.06% Reduce -10.2% 51,049 $33.2M
KLP Kapitalforvaltning As 0.13% Reduce -1.7% 51,000 $33.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% Reduce -3.1% 50,594 $32.9M
Squarepoint Ops LLC 0.07% Add +83.7% 49,478 $32.1M
Andra AP-fonden 0.41% Reduce -12.4% 48,800 $31.7M
Canada Pension Plan Investment Board 0.02% Add +110.4% 48,595 $31.6M
Oddo BHF Asset Management Sas 1.19% Add +4.2% 48,239 $31.3M
CIBC Private Wealth Group LLC 0.05% Add +38.4% 47,058 $30.6M
Achmea Investment Management B.V. 0.37% Reduce -13.1% 46,212 $30.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.19% Reduce -15.3% 46,100 $29.9M
CANADA LIFE ASSURANCE Co 0.04% Reduce -18.9% 45,928 $29.4M
State of Wisconsin Investment Board 0.07% Reduce -4.4% 44,732 $29.1M
Robeco Schweiz AG 0.62% Reduce -19.5% 42,600 $27.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -39.9% 42,588 $27.7M
Silvercrest Asset Management Group LLC 0.18% Reduce -27.9% 42,448 $27.6M
Danske Bank A/S 0.07% Reduce -42.7% 42,434 $27.6M
Schroder Investment Management Group 0.02% Reduce -48.1% 42,509 $27.2M
Adage Capital Partners Gp, L.L.C. 0.04% New 40,700 $26.4M
State Board of Administration of Florida Retirement System 0.05% Reduce -10.9% 40,363 $26.2M
Barlow Wealth Partners, LLC 2.88% Add +2.3% 39,067 $25.9M
Jane Street Group, LLC 0.03% Reduce -56.6% 39,410 $25.6M
Ceredex Value Advisors LLC 0.59% Reduce -20.8% 39,300 $25.5M
Daiwa Securities Group Inc. 0.09% Reduce -0.5% 39,044 $25.4M
Hamilton Point Investment Advisors, LLC 3.92% Add +0.1% 38,660 $25.1M
National Pension Service 0.02% Add +29.5% 38,473 $25.0M
Cetera Investment Advisers 0.03% Add +16.9% 37,822 $24.6M
HighTower Advisors, LLC 0.03% Add +22.5% 37,565 $24.4M
Aviva PLC 0.04% Add +3.9% 36,907 $24.0M
O'shaughnessy Asset Management, LLC 0.14% Reduce -5.5% 36,650 $23.8M
GHP Investment Advisors, Inc. 0.94% Reduce -5.4% 34,360 $22.3M
Manufacturers Life Insurance Company, The 0.02% Add +18.7% 34,306 $22.3M
Stifel Financial Corp. 0.02% Reduce -14.2% 33,844 $22.0M
Navellier & Associates Inc. 2.19% Add +2.0% 33,279 $21.6M
Skandinaviska Enskilda Banken AB (publ) 0.09% Reduce -63.1% 33,214 $21.6M
Corbyn Investment Management Inc. 9.71% Reduce -12.4% 32,882 $21.4M
Franklin Resources Inc. 0.01% Reduce -39.2% 31,987 $20.8M
Citigroup Inc. 0.01% Add +25.3% 31,562 $20.5M
Running Oak Capital LLC 2.27% Reduce -12.7% 31,224 $20.3M
Prudential Financial Inc. 0.02% Add +150.3% 30,715 $20.0M
Forsta Ap-Fonden 0.12% Add +0.3% 30,581 $19.9M
Nisa Investment Advisors, LLC 0.07% Add +4.5% 29,071 $18.9M
Advisors Asset Management, Inc. 0.32% Reduce -1.3% 28,574 $18.6M
Mediolanum International Funds Ltd 0.19% Add +13.6% 28,639 $18.3M
Voloridge Investment Management, LLC 0.06% Add +25.3% 28,061 $18.2M
Illinois Municipal Retirement Fund 0.23% Reduce -1.4% 27,902 $18.1M
Martingale Asset Management L P 0.46% Reduce -23.2% 27,866 $18.1M
National Bank of Canada 0.02% Add +8746.6% 27,690 $18.0M
Candriam S.C.A. 0.09% Add +0.5% 27,443 $17.8M
Value Aligned Research Advisors, LLC 0.41% New 27,179 $17.7M
Ieq Capital, LLC 0.05% Add +16.9% 26,227 $17.0M
Verition Fund Management LLC 0.10% Add +12.7% 26,087 $16.9M
Distillate Capital Partners LLC 0.87% Reduce -1.8% 25,899 $16.8M
Credit Agricole S A 0.06% — 25,715 $16.7M
Moran Wealth Management, LLC 0.49% Add +27.4% 25,220 $16.4M
Toronto Dominion Bank 0.03% Add +198.0% 24,728 $16.1M
Chevy Chase Trust Holdings, LLC 0.04% Add +1826.1% 24,096 $15.7M
Public Sector Pension Investment Board 0.06% Add +18.7% 23,982 $15.6M
Cim, LLC 2.01% Reduce -0.3% 23,614 $15.3M
Railway Pension Investments Ltd 0.21% Add +7.3% 23,561 $15.3M
Quantinno Capital Management LP 0.04% Add +17.8% 23,420 $15.2M
Paradigm Capital Management Inc. 0.66% Reduce -25.5% 23,375 $15.2M
Swiss Life Asset Management Ltd 0.08% Add +3.0% 23,099 $15.0M
Cerity Partners LLC 0.02% Add +24.3% 23,003 $14.9M
Select Asset Management & Trust 4.55% No change 22,773 $14.8M
ExodusPoint Capital Management, LP 0.20% New 22,249 $14.5M
Horizon Investments, LLC 0.19% Add +47.4% 21,822 $14.2M
Acadian Asset Management LLC 0.02% Add +0.1% 21,725 $14.1M
Hantz Financial Services, Inc. 0.21% Reduce -15.9% 21,429 $13.9M
Asset Management One Co., Ltd. 0.04% Add +1.9% 21,229 $13.8M
Public Employees Retirement System of Ohio 0.04% Add +11.2% 21,181 $13.8M
Boston Partners 0.01% Reduce -47.2% 20,700 $13.4M
WASHINGTON TRUST Co 0.44% Add +5.7% 20,594 $13.4M
Treasurer of the State of North Carolina 0.04% Reduce -3.8% 19,882 $12.9M
EULAV Asset Management 0.30% Add +0.0% 19,608 $12.7M
Police & Firemen's Retirement System of New Jersey 0.10% Add +16.3% 19,559 $12.7M
GW Henssler & Associates Ltd. 0.63% Reduce -65.7% 19,414 $12.6M
Strategic Global Advisors, LLC 1.89% Reduce -1.6% 19,210 $12.5M
Natixis Advisors, LLC 0.02% Reduce -30.5% 18,973 $12.3M
Ritholtz Wealth Management 0.24% Reduce -7.5% 18,820 $12.2M
Ensign Peak Advisors, Inc 0.02% Reduce -33.1% 18,517 $12.0M
Marks Group Wealth Management, Inc 1.11% Reduce -9.1% 18,431 $12.0M
Capital Fund Management S.A. 0.12% Reduce -53.8% 17,900 $11.6M
Wedge Capital Management L L P 0.20% Reduce -17.2% 17,738 $11.5M
Mariner, LLC 0.01% Add +37.7% 17,503 $11.4M
Nomura Asset Management Co. Ltd. 0.03% Reduce -19.0% 17,295 $11.2M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -15.3% 17,072 $11.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.43% Add +97.7% 17,039 $11.1M
Mn Services Vermogensbeheer B.V. 0.07% No change 17,000 $11.0M
Creative Planning 0.01% Add +19.3% 16,732 $10.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +22.6% 16,300 $10.6M
Regions Financial Corp. 0.07% Reduce -26.5% 16,240 $10.5M
NewEdge Advisors, LLC 0.05% Add +7.3% 16,119 $10.5M
Mutual of America Capital Management LLC 0.11% Reduce -51.9% 16,054 $10.4M
Voya Investment Management LLC 0.01% Reduce -49.1% 15,927 $10.3M
Walleye Capital LLC 0.09% Add +1746.3% 15,823 $10.3M
&partners 0.07% Reduce -12.8% 15,796 $10.3M
Seizert Capital Partners, LLC 0.44% Reduce -26.0% 15,683 $10.2M
State of New Jersey Common Pension Fund D 0.04% Reduce -2.1% 14,919 $9.7M
Thrivent Financial for Lutherans 0.02% Reduce -47.8% 14,875 $9.7M
Resona Asset Management Co.,Ltd. 0.05% Reduce -3.2% 14,858 $9.6M
Waratah Capital Advisors Ltd. 0.65% Add +103.8% 14,822 $9.6M
MML Investors Services, LLC 0.03% Add +10.3% 14,595 $9.5M
LGT Group Foundation 0.11% Add +22.6% 14,340 $9.4M
Cwm, LLC 0.03% Add +72.6% 14,325 $9.3M
Genus Capital Management Inc. 1.08% Reduce -28.2% 14,310 $9.3M
Neuberger Berman Group LLC 0.01% Reduce -10.7% 14,005 $9.1M
Empowered Funds, LLC 0.09% Add +5.6% 13,994 $9.1M
Concurrent Investment Advisors, LLC 0.16% Add +1.1% 13,966 $9.1M
Two Sigma Advisers, LP 0.02% Reduce -15.2% 13,900 $9.0M
PFG Advisors 0.37% Add +8.7% 13,896 $9.0M
Quantbot Technologies LP 0.24% Add +94.6% 13,787 $9.0M
STRS Ohio 0.03% Reduce -33.5% 13,758 $8.9M
Munich Reinsurance Co Stock Corp in Munich 0.22% — 13,662 $8.9M
WESPAC Advisors SoCal, LLC 1.77% Reduce -3.3% 13,452 $8.7M
Sienna Gestion 0.61% No change 14,694 $8.7M
Arizona State Retirement System 0.05% Reduce -0.4% 13,238 $8.6M
Corient Private Wealth LP 0.01% Add +0.2% 13,237 $8.6M
Handelsbanken Fonder AB 0.03% Add +12.8% 13,216 $8.6M
State of Michigan Retirement System 0.04% Add +11.6% 13,000 $8.4M
South Dakota Investment Council 0.16% Reduce -21.3% 12,972 $8.4M
Dorsey Wright & Associates 1.88% Add +4.6% 12,953 $8.4M
Callan Family Office, LLC 0.27% Reduce -9.1% 12,928 $8.4M
Susquehanna Portfolio Strategies, LLC 0.13% No change 12,885 $8.4M
iA Global Asset Management Inc. 0.11% Add +864.1% 12,755 $8.3M
TD Waterhouse Canada Inc. 0.05% Add +7.8% 12,593 $8.3M
DNB Asset Management AS 0.03% Add +5.6% 12,558 $8.2M
Pinebridge Investments, L.P. 0.06% Reduce -27.8% 12,326 $8.0M
Inspire Investing, LLC 0.77% Add +26.3% 12,208 $7.9M
Hahn Capital Management LLC 3.79% Reduce -50.2% 12,176 $7.9M
Mezzasalma Advisors, LLC 2.02% Add +0.9% 12,121 $7.9M
Commonwealth Equity Services, LLC 0.01% Add +12.8% 11,926 $7.7M
MetLife Investment Management, LLC 0.04% Reduce -52.3% 11,824 $7.7M
Monument Capital Management 1.90% Reduce -2.0% 11,686 $7.6M
DekaBank Deutsche Girozentrale 0.01% No change 11,662 $7.5M
US Bancorp \de 0.01% Reduce -4.3% 11,471 $7.5M
Glenmede Investment Management, LP 0.04% Add +48.7% 11,418 $7.4M
Czech National Bank 0.05% New 11,378 $7.4M
Comerica Bank 0.03% Reduce -43.0% 11,318 $7.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +13.6% 10,760 $7.2M
Premier Fund Managers Ltd 0.30% New 11,300 $7.2M
Focus Partners Wealth 0.01% Add +10.2% 11,329 $7.1M
Prescott Group Capital Management, L.L.C. 0.75% No change 11,000 $7.1M
Tidal Investments LLC 0.03% Reduce -9.1% 10,984 $7.1M
Sit Investment Associates Inc. 0.14% Reduce -21.2% 10,890 $7.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -6.5% 10,749 $7.0M
Crossmark Global Holdings, Inc. 0.10% Reduce -26.3% 10,731 $7.0M
Harel Insurance Investments & Financial Services Ltd. 0.06% Reduce -20.0% 10,706 $6.9M
Gibraltar Capital Management, Inc. 1.24% Reduce -12.0% 10,656 $6.9M
Vest Financial, LLC 0.09% Add +9.2% 10,609 $6.9M
Scalar Gauge Management, LLC 3.48% New 10,500 $6.8M
Truist Financial Corp. 0.01% Add +0.9% 10,360 $6.7M
Mitchell Capital Management Co. 1.14% Reduce -37.9% 10,251 $6.7M
Ecofi Investissements SA 7.88% Reduce -53.9% 10,100 $6.6M
Aquatic Capital Management LLC 0.12% New 10,044 $6.5M
Van Eck Associates Corp. 0.01% Add +2.4% 10,026 $6.5M
UNIVEST FINANCIAL Corp 0.35% Reduce -14.7% 9,742 $6.3M
Point72 Europe (London) LLP 0.34% New 9,713 $6.3M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Add +0.3% 9,588 $6.2M
Pathstone Holdings, LLC 0.02% Reduce -2.4% 9,576 $6.2M
Retirement Systems of Alabama 0.02% Reduce -87.0% 9,549 $6.2M
Amalgamated Bank 0.04% Reduce -55.5% 9,479 $6.2M
Arax Advisory Partners 0.09% Add +1151.0% 9,370 $6.1M
SummitTX Capital, L.P. 0.25% New 9,368 $6.1M
Graham Capital Management, L.P. 0.33% Add +124.1% 9,300 $6.0M
Soros Capital Management LLC 1.48% New 9,200 $6.0M
Knights of Columbus Asset Advisors LLC 0.34% Reduce -20.4% 9,063 $5.9M
Uncommon Cents Investing LLC 1.44% Reduce -2.8% 8,915 $5.8M
Mercer Global Advisors Inc. 0.01% Add +60.7% 8,813 $5.7M
Great Valley Advisor Group, Inc. 0.11% Add +2.7% 8,785 $5.7M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +69.3% 8,712 $5.7M
Tudor Investment Corporation 0.04% Reduce -42.1% 8,703 $5.7M
Fortem Financial Group, LLC 1.61% Add +4.3% 8,627 $5.6M
Natixis 0.03% Add +1942.5% 8,517 $5.5M
Bank of Nova Scotia 0.01% Add +85.0% 8,446 $5.5M
Xponance LLC 0.04% Reduce -13.1% 8,427 $5.5M
Sierra Summit Advisors LLC 0.83% New 8,404 $5.5M
Orion Porfolio Solutions, LLC 0.04% Reduce -8.2% 8,395 $5.5M
IFM Investors Pty Ltd 0.05% Reduce -4.8% 8,505 $5.4M
Westover Capital Advisors, LLC 1.01% Reduce -18.9% 8,383 $5.4M
CCM Investment Advisers LLC 0.53% Reduce -44.2% 8,282 $5.4M
Captrust Financial Advisors 0.01% Reduce -1.9% 8,227 $5.3M
Baer Investment Advisory LLC 6.67% Add +0.7% 8,203 $5.3M
Erste Asset Management GmbH 0.05% Add +709.8% 8,300 $5.3M
Horizon Investment Services, LLC 1.98% Add +4.3% 8,080 $5.2M
CWA Asset Management Group, LLC 0.19% Add +6.9% 8,060 $5.2M
Lee Johnson Capital Management, LLC 1.73% New 8,017 $5.2M
Jump Financial, LLC 0.07% Reduce -59.7% 7,958 $5.2M
Sanctuary Advisors, LLC 0.03% Reduce -3.6% 7,839 $5.1M
D. E. Shaw & Co. 0.00% No change 7,822 $5.1M
Thames Capital Management LLC 0.73% New 7,791 $5.1M
Caxton Associates LLP 0.14% New 7,725 $5.0M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -9.4% 7,704 $5.0M
ProShare Advisors LLC 0.01% Add +284.3% 7,625 $5.0M
Oppenheimer & Co. Inc. 0.06% Add +1.7% 7,624 $5.0M
Atria Investments, Inc 0.06% Reduce -18.1% 7,614 $4.9M
Utah Retirement Systems 0.05% Reduce -1.9% 7,299 $4.7M
Paralel Advisors LLC 0.18% Add +0.1% 7,237 $4.7M
Evexia Wealth LLC 1.38% Reduce -25.0% 6,820 $4.6M
New Age Alpha Advisors, LLC 0.19% Reduce -3.1% 7,067 $4.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 7,061 $4.6M
Commerce Bank 0.03% Add +0.3% 6,911 $4.5M
Verdence Capital Advisors LLC 0.25% Add +3.4% 5,830 $4.4M
Aberdeen Group plc 0.01% Add +146.7% 6,764 $4.4M
Heritage Investors Management Corp. 0.13% Reduce -12.0% 6,745 $4.4M
Bellwether Advisors, LLC 0.72% Reduce -37.8% 6,738 $4.4M
Park Avenue Securities LLC 0.03% Reduce -1.4% 6,729 $4.4M
Assetmark, Inc. 0.01% Add +3.4% 6,606 $4.3M
Raiffeisen Bank International AG 0.06% Add +4.6% 6,629 $4.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -10.1% 6,433 $4.2M
Spectrum Asset Management, Inc. (NB/CA) 1.47% Add +0.2% 6,429 $4.2M
Janney Montgomery Scott LLC 0.01% Reduce -22.6% 6,351 $4.1M
Hilton Capital Management, LLC 0.33% Reduce -5.4% 6,262 $4.1M
Algert Global LLC 0.07% Reduce -71.5% 6,253 $4.1M
Advisory Services Network, LLC 0.06% Reduce -0.5% 6,233 $4.0M
Rockefeller Capital Management L.P. 0.01% New 6,232 $4.0M
SkyView Investment Advisors, LLC 0.51% Add +1.1% 6,196 $4.0M
CIBC Bancorp USA Inc. 0.02% — 6,176 $4.0M
Engineers Gate Manager LP 0.05% Reduce -33.3% 6,157 $4.0M
Yousif Capital Management, LLC 0.04% Reduce -61.5% 6,119 $4.0M
New York Life Investment Management LLC 0.03% New 6,105 $4.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +384.5% 6,066 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.9% 6,017 $3.9M
Davidson Capital Management Inc. 0.87% Reduce -0.9% 6,001 $3.9M
Renaissance Technologies 0.01% Reduce -74.5% 6,000 $3.9M
Marshall Wace, LLP 0.00% Add +800.5% 5,979 $3.9M
Bridgeway Capital Management, LLC 0.08% Reduce -1.7% 5,940 $3.9M
Woodline Partners LP 0.02% New 5,916 $3.8M
Catalyst Capital Advisors LLC 0.08% Add +9.9% 5,850 $3.8M
Nissay Asset Management Corp. /Japan 0.02% Add +0.3% 5,841 $3.8M
ING Groep NV 0.02% New 5,787 $3.8M
CIBC Asset Management Inc 0.01% Add +277.9% 5,726 $3.7M
Baird Financial Group, Inc. 0.01% Reduce -2.0% 5,703 $3.7M
Burney Co./ 0.12% Reduce -32.5% 5,700 $3.7M
Gallo Partners, LP 2.78% Reduce -58.8% 5,689 $3.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +27.4% 5,677 $3.7M
Gilder Gagnon Howe & Co. LLC 0.04% Reduce -0.0% 5,605 $3.6M
OP Asset Management Ltd 0.05% Reduce -10.5% 5,582 $3.6M
Regents Gate Capital LLP 1.27% New 5,521 $3.6M
Vident Advisory, LLC 0.03% Reduce -62.6% 5,489 $3.6M
OneDigital Investment Advisors LLC 0.04% Reduce -1.0% 5,374 $3.5M
J. Safra Sarasin Holding AG 0.06% Add +38.0% 5,305 $3.4M
Montag A & Associates Inc. 0.16% Reduce -5.3% 5,252 $3.4M
UniSuper Management Pty Ltd 0.02% Add +548.6% 5,189 $3.4M
Cresset Asset Management, LLC 0.01% Add +4.9% 5,123 $3.3M
Royal London Asset Management Ltd. 0.01% Add +122.4% 5,040 $3.3M
Oregon Public Employees Retirement Fund 0.04% Reduce -45.5% 5,025 $3.3M
4D Advisors, LLC 1.73% New 5,000 $3.2M
NJ State Employees Deferred Compensation Plan 0.36% No change 5,000 $3.2M
Janus Henderson Group PLC 0.00% Add +27.1% 4,957 $3.2M
Jackson Creek Investment Advisors LLC 0.93% Reduce -2.6% 4,938 $3.2M
Caprock Group, LLC 0.08% — 5,166 $3.2M
NEOS Investment Management LLC 0.02% New 4,914 $3.2M
Prentiss Smith & Co. Inc. 1.80% Reduce -3.1% 4,903 $3.2M
State of Alaska, Department of Revenue 0.03% Reduce -2.7% 4,897 $3.2M
1832 Asset Management L.P. 0.01% Add +1.3% 4,857 $3.2M
AlphaQuest LLC 0.20% Add +108.5% 4,813 $3.1M
Gunderson Capital Management LLC 1.15% Reduce -3.4% 4,809 $3.1M
Mackenzie Financial Corp. 0.00% Add +48.1% 4,756 $3.1M
California First Leasing Corp. 1.13% Add +16.7% 4,748 $3.1M
Meritage Portfolio Management 0.20% Reduce -28.8% 4,710 $3.1M
Y-Intercept (Hong Kong) Ltd 0.07% Add +103.5% 4,657 $3.0M
Coldstream Capital Management Inc. 0.04% Add +3.0% 4,651 $3.0M
Ethic Inc. 0.05% Reduce -1.0% 4,650 $3.0M
Quantum Private Wealth, LLC 0.88% Reduce -4.4% 4,645 $3.0M
Steward Partners Investment Advisory, LLC 0.02% Add +26.0% 4,641 $3.0M
Investment Management Corp of Ontario 0.05% Add +19.1% 4,622 $3.0M
Linden Thomas Advisory Services, LLC 0.30% Add +1.3% 4,591 $3.0M
Intech Investment Management LLC 0.03% Reduce -95.4% 4,534 $2.9M
Tredje AP-fonden 0.02% Reduce -9.6% 4,518 $2.9M
Pallas Capital Advisors LLC 0.11% Reduce -0.1% 4,509 $2.9M
Allworth Financial LP 0.01% Reduce -14.9% 4,501 $2.9M
Brookstone Capital Management 0.03% Add +3.7% 4,470 $2.9M
Campbell & CO Investment Adviser LLC 0.22% Add +551.7% 4,438 $2.9M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -39.2% 4,417 $2.9M
Southeast Asset Advisors, LLC 0.31% Reduce -1.3% 4,375 $2.8M
Hager Investment Management Services, LLC 1.53% Reduce -20.1% 4,356 $2.8M
Oppenheimer Asset Management Inc. 0.03% Reduce -4.2% 4,304 $2.8M
Castleark Management LLC 0.08% No change 4,300 $2.8M
Kestra Advisory Services, LLC 0.01% Reduce -9.0% 4,284 $2.8M
Merit Financial Group, LLC 0.03% Add +10.9% 4,267 $2.8M
Benchmark Investment Advisors LLC 1.59% — 4,218 $2.7M
Principal Securities, Inc. 0.05% Reduce -3.6% 4,214 $2.7M
Oak Thistle LLC 0.41% New 4,158 $2.7M
RFG Advisory, LLC 0.06% Reduce -36.5% 4,127 $2.7M
Public Employees Retirement Association of Colorado 0.01% Reduce -10.9% 4,099 $2.7M
IFC Advisors LLC 0.48% Reduce -3.9% 4,046 $2.6M
Quadrant Capital Group LLC 0.09% Add +0.9% 4,036 $2.6M
Tilia Fiduciary Partners, Inc. 1.51% Reduce -6.7% 4,033 $2.6M
Rafferty Asset Management, LLC 0.01% Add +414.3% 4,022 $2.6M
NewEdge Wealth, LLC 0.04% Reduce -47.0% 3,858 $2.6M
Integrated Wealth Concepts LLC 0.02% Reduce -0.7% 3,909 $2.5M
PNC Financial Services Group, Inc. 0.00% Add +7.2% 3,909 $2.5M
Rakuten Investment Management, Inc. 0.01% — 45,422 $2.5M
Advisory Research Inc. 0.33% Add +6.3% 3,857 $2.5M
Concentric Capital Strategies, LP 0.12% Reduce -29.3% 3,765 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Add +59.1% 3,764 $2.4M
Liberty Capital Management, Inc. 0.46% Add +41.8% 3,741 $2.4M
Generali Asset Management SPA SGR 0.05% Reduce -19.3% 3,725 $2.4M
Sterling Capital Management LLC 0.04% Reduce -4.4% 3,669 $2.4M
XTX Topco Ltd 0.12% New 3,668 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -68.5% 3,649 $2.4M
Vestcor Inc 0.07% Reduce -18.3% 3,612 $2.3M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.09% Add +100.0% 3,600 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -75.8% 3,550 $2.3M
Cumberland Partners Ltd 0.15% Add +27.3% 3,500 $2.3M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -18.8% 3,441 $2.2M
Donoghue Forlines LLC 0.68% New 3,419 $2.2M
Shay Capital LLC 0.40% Add +459.8% 3,359 $2.2M
Jefferies Financial Group Inc. 0.02% New 3,356 $2.2M
SteelPeak Wealth, LLC 0.07% Add +17.1% 3,327 $2.2M
OMERS ADMINISTRATION Corp 0.02% Reduce -19.6% 3,285 $2.1M
Twin Capital Management Inc. 0.27% Reduce -45.8% 3,256 $2.1M
Canada Post Corp Registered Pension Plan 0.09% New 3,261 $2.1M
Vontobel Holding Ltd. 0.01% Reduce -7.4% 3,183 $2.1M
Mizuho Securities USA LLC 0.04% New 3,260 $2.1M
Pinnacle Wealth Management, LLC 1.38% New 3,141 $2.0M
Mgo One Seven LLC 0.05% Add +9.5% 3,038 $2.0M
Lanark Financial, Inc. 0.15% Reduce -4.3% 3,034 $2.0M
Voleon Capital Management LP 0.05% Add +599.8% 3,016 $2.0M
Paragon Capital Management Inc. 1.46% Reduce -5.5% 3,012 $2.0M
Paradigm Asset Management Co. LLC 0.45% No change 3,000 $1.9M
Western Wealth Management, LLC 0.10% Add +26.3% 2,988 $1.9M
ASR Vermogensbeheer N.V. 0.02% Add +0.4% 2,984 $1.9M
Banco Santander, S.A. 0.02% No change 2,929 $1.9M
HB Wealth Management, LLC 0.01% Add +41.5% 2,920 $1.9M
Modus Advisors, LLC 0.51% Add +4.5% 2,909 $1.9M
SG Americas Securities, LLC 0.01% Reduce -37.9% 2,875 $1.9M
Level Four Advisory Services, LLC 0.06% Add +6.9% 2,815 $1.8M
Norden Group LLC 0.19% Reduce -1.3% 2,811 $1.8M
Jupiter Asset Management Ltd. 0.02% Reduce -87.0% 2,777 $1.8M
Prospera Financial Services Inc 0.03% Add +0.7% 2,769 $1.8M
Carmel Capital Partners, LLC 0.76% Reduce -25.1% 2,766 $1.8M
Smith Group Asset Management, LLC 0.10% Reduce -5.5% 2,740 $1.8M
Kiker Wealth Management, LLC 0.90% Add +4.9% 2,738 $1.8M
Diligent Investors, LLC 0.45% Reduce -0.1% 2,735 $1.8M
Focus Partners Advisor Solutions, LLC 0.02% Add +35.8% 2,704 $1.8M
Qtron Investments LLC 0.22% Reduce -0.1% 2,696 $1.8M
QRG Capital Management, Inc. 0.02% Reduce -20.5% 2,660 $1.7M
State of Tennessee, Department of Treasury 0.01% Reduce -86.0% 2,632 $1.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +162.3% 2,631 $1.7M
Hartford Investment Management Co. 0.05% New 2,630 $1.7M
United Capital Financial Advisors, LLC 0.01% Add +190.2% 2,606 $1.7M
Brown Advisory Inc. 0.00% Reduce -0.0% 2,591 $1.7M
Kestra Investment Management, LLC 0.04% Reduce -26.7% 2,552 $1.7M
Manchester Financial Inc. 0.33% New 2,551 $1.7M
Private Advisor Group, LLC 0.01% Add +2.0% 2,538 $1.6M
Cambridge Advisors Inc. 0.32% Reduce -0.6% 2,514 $1.6M
Holocene Advisors, LP 0.00% Add +60.1% 2,508 $1.6M
Diversified Trust Co. 0.03% Reduce -27.3% 2,484 $1.6M
AG2R La Mondiale Gestion D'actifs 0.08% No change 3,003 $1.6M
CreativeOne Wealth, LLC 0.04% Add +17.1% 2,467 $1.6M
Benjamin Edwards Inc. 0.02% Add +45.4% 2,454 $1.6M
Banque Cantonale Vaudoise 0.06% Reduce -32.5% 2,454 $1.6M
DRW Securities, LLC 0.08% Reduce -3.0% 2,427 $1.6M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -4.3% 2,413 $1.6M
denkapparat Operations GmbH 0.97% No change 2,348 $1.5M
Plato Investment Management Ltd 0.10% No change 2,344 $1.5M
Metis Global Partners, LLC 0.04% Add +70.1% 2,312 $1.5M
Inspire Advisors, LLC 0.14% Add +31.9% 2,303 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -81.8% 2,300 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -19.8% 2,267 $1.5M
Gulf International Bank (UK) Ltd 0.05% Reduce -1.6% 2,262 $1.5M
Synovus Financial Corp. 0.02% Reduce -33.9% 2,256 $1.5M
AssuredPartners Investment Advisors, LLC 0.32% Add +1.6% 2,240 $1.5M
Silver Oak Securities, Incorporated 0.11% Reduce -15.7% 2,230 $1.4M
Farther Finance Advisors, LLC 0.02% Reduce -8.9% 2,229 $1.4M
Empirical Finance, LLC 0.07% Add +1.3% 2,223 $1.4M
Maryland State Retirement & Pension System 0.03% Add +3.7% 2,205 $1.4M
Securian Asset Management, Inc. 0.04% Reduce -36.2% 2,174 $1.4M
Mission Wealth Management, LP 0.03% Add +5.5% 2,170 $1.4M
Globeflex Capital L P 0.21% Add +13.3% 2,144 $1.4M
Krilogy Financial LLC 0.05% New 2,031 $1.4M
Argent Advisors, Inc. 0.40% Add +1.1% 2,106 $1.4M
Kane Investment Management, Inc. 0.66% Add +1.4% 2,103 $1.4M
Alps Advisors Inc. 0.01% Add +12.7% 2,084 $1.4M
Sowell Financial Services LLC 0.05% Reduce -8.1% 2,057 $1.3M
Vise Technologies, Inc. 0.05% Reduce -6.5% 2,044 $1.3M
Integrated Quantitative Investments LLC 0.37% Add +0.1% 2,027 $1.3M
Blackhawk Capital Partners, LLC 0.51% New 2,026 $1.3M
Hilltop Holdings Inc. 0.07% Add +12.8% 2,023 $1.3M
Eagle Rock Investment Company, LLC 0.20% Reduce -10.2% 2,021 $1.3M
Keybank National Association 0.00% Add +0.3% 2,011 $1.3M
Brighton Jones LLC 0.03% Add +38.8% 2,009 $1.3M
New Mexico Educational Retirement Board 0.04% Reduce -78.5% 2,000 $1.3M
Guggenheim Capital LLC 0.01% Add +35.9% 1,999 $1.3M
Gibbs Wealth Management 0.29% Add +96.5% 1,994 $1.3M
Apollon Wealth Management, LLC 0.02% Reduce -22.1% 1,983 $1.3M
Hennion & Walsh Asset Management, Inc. 0.05% Add +74.4% 1,964 $1.3M
Bridgefront Capital, LLC 0.37% New 1,955 $1.3M
WealthTrust Asset Management, LLC 0.88% Reduce -6.0% 1,944 $1.3M
Essential Partners LLC 0.42% Add +17.0% 1,944 $1.3M
Cornerstone Investment Partners, LLC 0.05% Add +0.9% 1,938 $1.3M
D.B. Root & Company, LLC 0.32% Reduce -20.9% 1,937 $1.3M
Central Pacific Bank - Trust Division 0.16% Reduce -15.0% 1,937 $1.3M
Ashton Thomas Private Wealth, LLC 0.03% Add +17.4% 1,934 $1.3M
Gsa Capital Partners LLP 0.10% New 1,892 $1.2M
Accurate Wealth Management, LLC 0.16% Add +6.3% 1,815 $1.2M
VestGen Investment Management 0.73% Add +3.5% 1,881 $1.2M
Axxcess Wealth Management, LLC 0.03% Add +50.6% 1,879 $1.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.07% No change 1,873 $1.2M
Sovereign's Capital Management, LLC 0.66% Reduce -35.3% 1,871 $1.2M
Jones Financial Companies LLLP 0.00% Add +62.9% 1,885 $1.2M
Impact Capital Partners LLC 0.36% Reduce -30.2% 1,857 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% New 1,857 $1.2M
E. Ohman J:or Asset Management AB 0.03% No change 1,850 $1.2M
Redwood Investment Management, LLC 0.13% Reduce -27.3% 1,843 $1.2M
Summit Global Investments 0.07% Reduce -29.2% 1,841 $1.2M
Fairtree Asset Management (Pty) Ltd 0.78% Reduce -6.3% 1,841 $1.2M
Abn Amro Investment Solutions 0.02% No change 1,834 $1.2M
Shell Asset Management Co. 0.12% Reduce -64.5% 1,829 $1.2M
Norinchukin Bank, The 0.02% New 1,779 $1.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 1,772 $1.2M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -35.9% 1,770 $1.2M
LBP Am SA 0.01% Reduce -79.6% 1,767 $1.1M
Fulton Bank, N.A. 0.04% Reduce -17.1% 1,757 $1.1M
JT Stratford LLC 0.15% New 1,754 $1.1M
Measured Wealth Private Client Group, LLC 0.30% Reduce -16.1% 1,731 $1.1M
D.A. Davidson & Co. 0.01% Reduce -26.5% 1,731 $1.1M
Altshuler Shaham Ltd 0.02% Add +38.2% 1,727 $1.1M
Capital Wealth Planning, LLC 0.01% New 1,700 $1.1M
Argent Trust Co 0.04% Reduce -2.1% 1,700 $1.1M
Strategic Advocates LLC 0.29% Reduce -1.3% 1,688 $1.1M
Impax Asset Management Group plc 0.01% New 1,684 $1.1M
Wbi Investments, LLC 0.28% Add +144.7% 1,681 $1.1M
CenterBook Partners LP 0.05% New 1,668 $1.1M
Machina Capital S.A.S. 0.19% New 1,653 $1.1M
Brooklyn Investment Group 0.14% Add +0.7% 2,000 $1.1M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -13.2% 1,616 $1.0M
IFP Advisors, Inc 0.03% Reduce -17.7% 1,612 $1.0M
Cooper Financial Group 0.12% Add +0.2% 1,607 $1.0M
Allstate Corp. 0.02% New 1,604 $1.0M
First National Bank of Hutchinson 0.55% Reduce -36.6% 1,599 $1.0M
GAMMA Investing LLC 0.06% Add +8.9% 1,594 $1.0M
Whitaker-Myers Wealth Managers, LTD. 0.22% New 1,582 $1.0M
Balyasny Asset Management L.P. 0.00% Reduce -98.4% 1,578 $1.0M
DAVENPORT & Co LLC 0.01% Reduce -1.6% 1,575 $1.0M
Bessemer Group Inc. 0.00% Add +2.1% 1,559 $1.0M
Summit Trail Advisors, LLC 0.01% New 1,547 $1.0M
CFO4Life Group, LLC 0.15% Reduce -0.3% 1,546 $1.0M
Virtus Advisers, LLC 0.56% Reduce -14.0% 1,528 $992K
CSS LLC 0.17% Reduce -18.3% 1,520 $987K
Southport Management, L.L.C. 4.02% No change 1,500 $974K
McGlone Suttner Wealth Management, Inc. 0.14% Reduce -1.4% 1,497 $973K
Altus Wealth Group LLC 0.40% Add +1.4% 1,495 $971K
Lecap Asset Management Ltd. 0.34% New 1,493 $970K
Portside Wealth Group, LLC 0.13% Add +13.1% 1,490 $968K
Little House Capital LLC 0.22% Add +3.0% 1,476 $959K
Sequoia Financial Advisors, LLC 0.01% Add +23.1% 1,466 $952K
NorthRock Partners, LLC 0.02% Add +133.7% 1,449 $941K
Arkadios Wealth Advisors 0.02% Add +17.1% 1,435 $932K
Blue Trust, Inc. 0.01% Reduce -11.2% 1,433 $931K
J.W. Cole Advisors, Inc. 0.02% New 1,430 $929K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -85.7% 1,427 $927K
Polymer Capital Management (US) LLC 0.12% Add +111.7% 1,425 $926K
Independent Financial Group, LLC 0.02% Reduce -37.9% 1,400 $909K
Perbak Capital Partners LLP 0.16% Add +80.1% 1,387 $901K
X-Square Capital, LLC 0.28% No change 1,385 $900K
Harvest Fund Management Co., Ltd 0.04% Add +522.2% 1,375 $893K
BTC Capital Management, Inc. 0.06% Reduce -10.9% 1,363 $885K
DSG Capital Advisors, LLC 0.14% New 1,363 $885K
Transamerica Financial Advisors, LLC 0.07% New 1,358 $882K
Thompson Davis & Co., Inc. 0.54% Add +36.9% 1,355 $880K
Snowden Capital Advisors LLC 0.02% Reduce -14.3% 1,355 $880K
Segment Wealth Management, LLC 0.05% New 1,340 $870K
Hillsdale Investment Management Inc. 0.03% Add +16.7% 1,330 $864K
Holderness Investments Co. 0.18% Add +22.0% 1,327 $862K
M&T Bank Corp 0.00% Reduce -37.7% 1,318 $856K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% New 1,318 $855K
Motley Fool Asset Management LLC 0.03% Add +0.4% 1,276 $829K
Summit Financial Wealth Advisors, LLC 0.13% Reduce -1.0% 1,264 $828K
Wedbush Securities Inc. 0.03% Reduce -24.4% 1,261 $819K
PFW Advisors LLC 0.24% No change 1,257 $816K
Rossmore Private Capital 0.09% No change 1,250 $812K
Praxis Investment Management Inc. 0.05% No change 1,240 $805K
World Investment Advisors 0.02% Reduce -29.4% 1,236 $803K
Calamos Advisors LLC 0.00% New 1,225 $796K
Equitable Holdings, Inc. 0.01% Reduce -19.2% 1,218 $791K
Leonteq Securities AG 0.04% Add +463.0% 1,216 $790K
Mufg Securities Americas Inc. 0.05% New 1,207 $784K
Boothbay Fund Management, LLC 0.02% New 1,198 $778K
Synergy Asset Management, LLC 0.03% Add +100.0% 1,440 $770K
Nomura Holdings Inc. 0.00% New 1,179 $766K
Canandaigua National Bank & Trust Co. 0.07% Reduce -0.8% 1,177 $765K
Belpointe Asset Management LLC 0.03% Add +50.5% 1,177 $765K
Fidelis Capital Partners, LLC 0.06% Add +2.7% 1,176 $764K
APG Asset Management N.V. 0.00% No change 1,376 $761K
Wealthfront Advisers LLC 0.00% Add +21.6% 1,171 $761K
Savant Capital, LLC 0.00% Add +118.7% 1,157 $752K
CSM Advisors, LLC 0.02% Reduce -29.3% 1,149 $746K
Summit Wealth Group LLC / Co. 0.08% New 3,527 $742K
Precision Wealth Strategies, LLC 0.24% Add +4.4% 1,142 $742K
Gallacher Capital Management LLC 0.29% Add +5.5% 1,133 $736K
Meeder Advisory Services, Inc. 0.03% Reduce -23.6% 1,132 $735K
Hollencrest Capital Management 0.03% Add +113000.0% 1,131 $735K
Chase Investment Counsel Corp. 0.22% Add +107.3% 1,130 $733K
Impact Partnership Wealth, LLC 0.11% Reduce -5.6% 1,128 $733K
Global Retirement Partners, LLC 0.02% Add +8.7% 1,116 $725K
Ascent Group, LLC 0.03% Add +46.3% 1,116 $725K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.0% 1,113 $723K
Clearstead Advisors, LLC 0.01% Add +8.1% 1,113 $723K
Penserra Capital Management LLC 0.01% Add +9.8% 1,112 $721K
New Wave Wealth Advisors LLC 0.28% Add +2.2% 1,106 $718K
Baader Bank Aktiengesellschaft 0.06% New 1,106 $717K
Cornerstone Select Advisors, LLC 0.53% Reduce -0.9% 1,103 $716K
Saturna Capital Corp. 0.01% Reduce -3.4% 1,103 $716K
Resonant Capital Advisors, LLC 0.04% Add +1.0% 1,102 $716K
Requisite Capital Management, LLC 0.12% New 1,059 $688K
Wesbanco Bank Inc. 0.02% Reduce -24.4% 1,059 $688K
EverSource Wealth Advisors, LLC 0.03% Add +11.4% 1,057 $687K
Blair William & Co. 0.00% Reduce -5.7% 1,055 $685K
Evergreen Capital Management LLC 0.02% Add +32.3% 1,041 $676K
Ossiam 0.01% Add +50.4% 1,039 $675K
Lindenwold Advisors, INC 0.31% Add +1.1% 1,024 $665K
Motco 0.06% No change 1,024 $665K
Choreo, LLC 0.01% Add +12.3% 1,022 $664K
Parallel Advisors, LLC 0.01% Add +12.0% 1,006 $654K
Wright Investors Service Inc. 0.19% Reduce -3.7% 1,005 $653K
VestGen Advisors, LLC 0.02% Add +3.8% 1,003 $651K
Rithm Capital Corp. 1.65% Reduce -20.0% 1,000 $650K
Eagle Global Advisors LLC 0.02% No change 1,000 $650K
Salem Investment Counselors Inc. 0.02% No change 1,000 $650K
Sivia Capital Partners, LLC 0.18% Add +16.1% 997 $648K
Simon Quick Advisors, LLC 0.03% Add +15.3% 986 $640K
D'Orazio & Associates, Inc. 0.08% Reduce -0.1% 979 $636K
Stevens Capital Management LP 0.08% New 976 $634K
Scotia Capital Inc. 0.00% New 972 $631K
Dynamic Technology Lab Private Ltd 0.11% New 972 $631K
Formidable Asset Management, LLC 0.10% No change 967 $628K
Unique Wealth Strategies, LLC 0.25% New 966 $628K
UMB Bank, n.a. 0.01% Reduce -29.9% 952 $618K
HighPoint Advisor Group LLC 0.03% Reduce -5.7% 948 $616K
Mount Lucas Management LP 0.28% Reduce -7.2% 943 $613K
Prudential PLC 0.00% No change 939 $610K
Cim Investment Management Inc. 0.17% Reduce -51.9% 938 $609K
Prelude Capital Management, LLC 0.05% Reduce -34.3% 938 $609K
Applied Finance Capital Management, LLC 0.04% Reduce -17.2% 936 $608K
Diametric Capital, LP 0.22% Reduce -31.9% 920 $598K
Trust Point Inc. 0.05% Reduce -1.7% 919 $597K
Perigon Wealth Management, LLC 0.01% Add +13.3% 900 $585K
Washington Capital Management, Inc. 0.42% Reduce -33.3% 900 $585K
Ameritas Advisory Services, LLC 0.04% Add +226.9% 899 $584K
Mutual Advisors, LLC 0.01% Reduce -9.4% 838 $584K
Legacy Wealth Asset Management, LLC 0.14% Add +0.1% 895 $581K
Chicago Partners Investment Group LLC 0.02% Add +21.1% 770 $579K
Ignite Planners, LLC 0.09% Add +3.7% 879 $571K
Intrust Bank NA 0.05% Add +7.5% 875 $568K
XML Financial, LLC 0.05% Add +22.5% 870 $565K
Grandfield & Dodd, LLC 0.03% No change 861 $559K
State of Wyoming 0.06% Add +0.6% 860 $559K
Archer Investment Corp 0.13% Add +2.6% 858 $557K
MUFG Securities EMEA plc 0.01% New 857 $557K
Westerkirk Capital Inc. 0.06% No change 849 $551K
HM Payson & Co. 0.01% Reduce -2.9% 843 $548K
Fiduciary Financial Group, LLC 0.09% No change 843 $548K
Covenant Partners, LLC 0.15% No change 842 $547K
AE Wealth Management LLC 0.00% Add +2.9% 841 $547K
Great Lakes Advisors, LLC 0.00% Reduce -0.4% 839 $545K
NorthCrest Asset Manangement, LLC 0.01% Add +60.3% 808 $544K
New Vernon Capital Holdings II LLC 0.25% No change 836 $543K
Brown Miller Wealth Management, LLC 0.15% Add +10.2% 822 $534K
Moneta Group Investment Advisors LLC 0.00% Add +1.0% 815 $529K
Exchange Traded Concepts, LLC 0.01% New 813 $528K
Weiss Asset Management LP 0.01% New 809 $525K
Quantum Financial Advisors, LLC 0.06% Reduce -9.0% 807 $524K
Cassaday & Co Wealth Management LLC 0.01% Reduce -11.1% 800 $520K
Cibc World Market Inc. 0.00% Add +108.3% 800 $520K
Smithfield Trust Co 0.02% No change 797 $517K
Greenleaf Trust 0.00% Add +0.3% 793 $515K
American Trust 0.04% Reduce -15.1% 790 $513K
Ausdal Financial Partners, Inc. 0.02% New 786 $511K
Moloney Securities Asset Management, LLC 0.06% Reduce -20.6% 786 $511K
Aptus Capital Advisors, LLC 0.00% Add +18.7% 781 $507K
Colonial Trust Co / SC 0.07% Reduce -0.1% 779 $506K
Lingohr Asset Management GmbH 0.88% Add +23.1% 779 $506K
L2 Asset Management, LLC 0.07% Reduce -37.1% 778 $505K
Narus Financial Partners, LLC 0.14% Add +6.4% 778 $505K
Kathmere Capital Management, LLC 0.04% Reduce -10.0% 777 $505K
Verus Capital Partners, LLC 0.04% Add +23.4% 775 $503K
Pinnacle Associates Ltd. 0.01% No change 772 $501K
Greenfield Savings Bank 0.21% Reduce -3.6% 766 $498K
Aster Capital Management (DIFC) Ltd 0.25% New 763 $496K
TD Private Client Wealth LLC 0.01% Reduce -22.5% 763 $496K
Woodward Diversified Capital, LLC 0.23% Add +2.4% 760 $494K
AdvisorShares Investments LLC 0.08% Reduce -12.7% 756 $491K
Wealthstream Advisors, Inc. 0.07% Add +3.2% 744 $483K
Aigen Investment Management, LP 0.07% New 744 $483K
Cambria Investment Management, L.P. 0.03% Add +6.8% 742 $482K
1776 Wealth LLC 0.19% Add +5.7% 740 $481K
Alliance Wealth Advisors, LLC 0.11% Reduce -13.3% 740 $481K
Bourne Lent Asset Management Inc. 0.17% No change 736 $478K
Siemens Fonds Invest GmbH 0.03% Reduce -1.1% 734 $477K
WealthBridge Capital Management, LLC 0.11% Add +14.2% 731 $475K
Csenge Advisory Group 0.02% Reduce -10.9% 729 $474K
CoreCap Advisors, LLC 0.02% Reduce -5.0% 727 $472K
Paulson Wealth Management Inc. 0.11% No change 726 $472K
McLean Asset Management Corp 0.10% Add +0.4% 703 $471K
Azzad Asset Management Inc. 0.05% New 725 $471K
Cornerstone Wealth Management, LLC 0.03% Add +33.3% 724 $470K
Pitcairn Co. 0.04% Reduce -32.7% 722 $469K
Delta Investment Management, LLC 0.08% New 721 $468K
Waverly Advisors, LLC 0.00% Add +16.3% 720 $468K
Abel Hall, LLC 0.19% Reduce -1.4% 715 $465K
Transcend Capital Advisors, LLC 0.03% Add +14.9% 711 $462K
Ostrum Asset Management 0.02% Reduce -48.5% 709 $461K
Cordatus Wealth Management LLC 0.11% Reduce -0.1% 706 $459K
Forum Financial Management, LP 0.01% Reduce -17.2% 705 $458K
Highland Capital Management, LLC 0.02% Reduce -1.4% 702 $456K
Lathrop Investment Management Co. 0.08% No change 698 $453K
Rothschild Investment LLC 0.03% Add +161.1% 697 $453K
MQS Management LLC 0.26% New 691 $449K
Compound Planning, Inc. 0.01% Add +7.0% 688 $447K
Asahi Life Asset Management Co., LTD. 0.25% New 685 $445K
Murphy & Mullick Capital Management Corp 0.33% No change 680 $442K
Lido Advisors, LLC 0.00% Add +10.5% 672 $437K
Curated Wealth Partners LLC 0.05% Reduce -47.1% 667 $433K
Capital Investment Advisors, LLC 0.01% New 663 $430K
Hutchens & Kramer Investment Management Group, LLC 0.17% Add +49.2% 661 $429K
Bensler, LLC 0.04% No change 656 $426K
Capital Counsel LLC 0.02% No change 654 $425K
Kingsview Wealth Management, LLC 0.01% New 652 $424K
Diversify Advisory Services, LLC 0.01% Add +20.2% 625 $421K
Prime Capital Investment Advisors, LLC 0.01% Add +20.1% 645 $419K
Canopy Partners, LLC 0.14% Add +0.6% 644 $418K
NDVR, Inc. 0.34% Reduce -5.5% 632 $411K
Coastal Bridge Advisors, LLC 0.03% Reduce -15.5% 629 $409K
Welch & Forbes LLC 0.00% No change 626 $407K
Wilmington Savings Fund Society, FSB 0.01% Reduce -68.4% 625 $406K
Capstone Investment Advisors, LLC 0.00% Reduce -22.0% 625 $406K
Ellevest, Inc. 0.06% Reduce -14.2% 622 $404K
Strategy Asset Managers LLC 0.07% Reduce -4.5% 622 $404K
Rockport Wealth LLC 0.08% Reduce -9.0% 616 $400K
Stanley-Laman Group, Ltd. 0.06% New 615 $399K
Caerus Investment Advisors, LLC 0.16% New 614 $399K
Full Sail Capital, LLC 0.02% Reduce -7.1% 614 $399K
Bayesian Capital Management, LP 0.08% New 613 $398K
Naviter Wealth, LLC 0.05% Add +17.3% 610 $396K
One Wealth Advisors, LLC 0.05% Reduce -25.9% 609 $396K
AdvisorNet Financial, Inc 0.02% Add +0.3% 607 $394K
DF Dent & Co. Inc. 0.01% No change 605 $393K
FSM Wealth Advisors, LLC 0.06% Add +0.8% 604 $392K
Net Worth Advisory Group 0.11% New 604 $392K
Tema ETFs LLC 0.03% New 602 $391K
CTC Alternative Strategies, Ltd. 0.63% New 600 $390K
KG Capital Management 0.11% No change 600 $390K
Parisi Gray Wealth Management 0.10% No change 600 $390K
iSAM Funds (UK) Ltd 0.08% Add +17.9% 598 $388K
Koshinski Asset Management, Inc. 0.03% Add +22.4% 595 $387K
Interchange Capital Partners, LLC 0.08% New 593 $385K
Raleigh Capital Management Inc. 0.14% Add +2.6% 586 $381K
Sigma Planning Corp 0.01% Add +4.5% 586 $381K
Advisor OS, LLC 0.03% Reduce -3.5% 586 $381K
NorthCoast Asset Management LLC 0.00% Reduce -28.6% 581 $378K
Jackson Thornton Wealth Management, LLC 0.04% New 534 $371K
Lazari Capital Management, Inc. 0.13% Reduce -7.5% 571 $371K
HBK Sorce Advisory LLC 0.01% Reduce -2.5% 537 $371K
Seven Mile Advisory 0.06% Add +40.8% 569 $370K
Ballentine Partners, LLC 0.01% Add +4.8% 568 $369K
Glass Jacobson Investment Advisors llc 0.13% Add +0.2% 568 $369K
Meridian Wealth Management, LLC 0.01% New 564 $366K
R Squared Ltd 0.16% New 561 $364K
FLC Capital Advisors 0.07% No change 560 $364K
von Borstel & Associates, Inc. 0.06% New 553 $362K
Signaturefd, LLC 0.01% Add +3.0% 557 $362K
waypoint wealth counsel 0.14% Add +9.1% 551 $358K
Fox Run Management, L.L.C. 0.06% New 550 $357K
Financial Engines Advisors L.L.C. 0.00% Add +1.3% 550 $357K
Fiduciary Trust Co 0.00% Add +0.2% 546 $355K
Wayfinding Financial, LLC 0.15% No change 546 $354K
Inscription Capital, LLC 0.04% Add +9.2% 544 $353K
Simplex Trading, LLC 0.01% Reduce -52.3% 543 $352K
Parkside Financial Bank & Trust 0.03% Reduce -29.9% 536 $348K
Venture Visionary Partners LLC 0.01% No change 531 $345K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +13.5% 530 $344K
Arcus Capital Partners, LLC 0.15% Reduce -32.9% 528 $343K
Pekin Hardy Strauss, Inc. 0.03% Reduce -16.0% 525 $341K
Lombard Odier Asset Management (USA) Corp 0.09% Add +33.4% 523 $340K
Fifth Third Wealth Advisors LLC 0.01% Reduce -61.6% 522 $339K
Fifth Third Bancorp 0.00% Reduce -35.1% 521 $338K
Profund Advisors LLC 0.01% Reduce -49.9% 519 $337K
Journey Strategic Wealth LLC 0.01% Reduce -3.7% 519 $337K
Personal Cfo Solutions, LLC 0.06% Add +17.6% 514 $334K
Diversified Enterprises, LLC 0.02% New 513 $333K
Moss Adams Wealth Advisors LLC 0.03% Add +0.4% 512 $333K
Flagship Harbor Advisors, LLC 0.01% Add +32.1% 510 $332K
Fortitude Advisory Group L.L.C. 0.18% Reduce -12.3% 506 $329K
Northwestern Mutual Wealth Management Co. 0.00% Add +10.7% 506 $329K
Optimize Financial Inc. 0.17% Reduce -11.9% 505 $328K
First Western Trust Bank 0.01% No change 503 $327K
Keebeck Wealth Management 0.04% Reduce -53.8% 499 $324K
Sunbelt Securities, Inc. 0.02% Add +71.4% 497 $323K
Beirne Wealth Consulting Services, LLC 0.08% New 493 $321K
LifeWealth Investments, LLC 0.11% Add +0.4% 494 $321K
Poinciana Advisors Group, LLC 0.27% Reduce -6.2% 487 $316K
Warren Street Wealth Advisors, LLC 0.09% Reduce -5.6% 485 $315K
St Germain D J Co. Inc. 0.01% Add +121.7% 481 $312K
SkyOak Wealth, LLC 0.06% Reduce -27.3% 480 $312K
Advyzon Investment Management, LLC 0.05% New 479 $311K
GeoWealth Management, LLC 0.01% Add +32.7% 467 $304K
Elm3 Financial Group, LLC 0.25% New 466 $303K
Fullcircle Wealth LLC 0.11% Reduce -18.2% 462 $302K
Gen-Wealth Partners Inc 0.10% No change 464 $301K
Affinity Investment Advisors, LLC 0.20% Add +7.9% 463 $301K
Stonehaven Wealth & Tax Solutions, LLC 0.28% Reduce -4.7% 462 $300K
Guardian Wealth Advisors, LLC / NC 0.02% Add +4.3% 458 $297K
Klingman & Associates, LLC 0.01% Reduce -24.5% 457 $297K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -10.3% 453 $296K
Willner & Heller, LLC 0.23% No change 454 $295K
Childress Capital Advisors, LLC 0.05% New 453 $294K
Citizens Financial Group Inc. 0.00% Reduce -6.6% 452 $294K
Brand Asset Management Group, Inc. 0.08% New 447 $290K
Kaufman Rossin Wealth, LLC 0.16% No change 443 $288K
Evoke Wealth, LLC 0.01% Add +0.7% 441 $286K
Brevan Howard Capital Management LP 0.00% Reduce -95.4% 440 $286K
Old National Bancorp 0.00% Reduce -2.2% 439 $285K
Cigna Investments Inc. 0.04% No change 438 $285K
Strategic Blueprint, LLC 0.01% Add +13.5% 438 $285K
Waterloo Capital, L.P. 0.02% Add +5.3% 436 $283K
SeaCrest Wealth Management, LLC 0.03% New 407 $283K
Advisors Capital Management, LLC 0.00% Reduce -0.9% 435 $283K
Claret Asset Management Corp 0.03% Reduce -1.4% 433 $281K
Signal Advisors Wealth, LLC 0.03% New 432 $281K
Wallace Advisory Group, LLC 0.22% New 523 $280K
Beacon Pointe Advisors, LLC 0.00% New 428 $278K
Cullen/Frost Bankers, Inc. 0.00% Add +8.7% 426 $277K
Austin Private Wealth, LLC 0.02% Add +7.1% 422 $274K
Kennedy Capital Management LLC 0.01% No change 422 $274K
Patton Fund Management, Inc. 0.05% New 412 $268K
First Financial Bankshares Inc 0.01% New 412 $268K
Thor Investment Management Inc. /Oh/ 0.16% No change 410 $266K
Five Oceans Advisors 0.10% Reduce -1.9% 410 $266K
Ameritas Investment Partners, Inc. 0.01% Reduce -95.3% 408 $265K
PEAK6 LLC 0.01% Add +20250.0% 407 $264K
Fort Washington Investment Advisors Inc. 0.00% Reduce -98.9% 406 $264K
Investment Advisory Services Inc. /TX 0.08% Reduce -12.2% 403 $262K
Johnson Investment Counsel Inc. 0.00% New 403 $262K
Mayfair Advisory Group, LLC 0.11% Reduce -34.3% 402 $261K
Pring Turner Capital Group Inc. 0.16% No change 401 $261K
Adirondack Trust Co. 0.09% No change 400 $260K
Independent Advisor Alliance 0.01% Reduce -6.6% 399 $259K
Eisler Capital Management Ltd. 0.01% New 403 $259K
Tower Wealth Partners, Inc. 0.14% New 398 $259K
Freedom Financial Partners LLC 0.10% No change 396 $257K
Victory Financial Group, LLC 0.04% New 396 $257K
Savvy Advisors, Inc. 0.01% New 395 $257K
Praetorian Wealth Management, Inc. 0.05% New 394 $256K
Earned Wealth Advisors, LLC 0.04% Add +2.9% 392 $255K
PAX Financial Group, LLC 0.05% Reduce -17.4% 390 $253K
SVB Wealth LLC 0.01% No change 389 $253K
Waddell & Associates, LLC 0.02% New 387 $251K
KPP Advisory Services LLC 0.04% New 384 $249K
Kera Capital Partners, Inc. 0.04% New 383 $249K
Massachusetts Financial Services Co. 0.00% Reduce -2.5% 382 $248K
Parcion Private Wealth LLC 0.02% New 380 $247K
Retirement Guys Formula LLC 0.09% Reduce -18.6% 377 $245K
Midwest Trust Co 0.00% New 369 $240K
Commerzbank Aktiengesellschaft 0.01% New 367 $239K
Kickstand Ventures, Llc. 0.05% New 365 $237K
Ariadne Wealth Management, LP 0.11% Reduce -0.3% 382 $236K
Investment Research Partners LLC 0.11% — 304 $236K
Covestor Ltd 0.13% Reduce -30.4% 360 $235K
Townsquare Capital LLC 0.04% Reduce -68.1% 359 $233K
Colonial River Investments, LLC 0.09% Reduce -4.8% 355 $231K
Ewing Morris & Co. Investment Partners Ltd. 0.10% New 350 $227K
Williams Jones Wealth Management, LLC. 0.00% New 350 $227K
Independence Bank of Kentucky 0.03% No change 349 $227K
YHB Investment Advisors, Inc. 0.02% New 348 $226K
Essex Financial Services, Inc. 0.01% New 348 $226K
Gryphon Financial Partners LLC 0.03% New 344 $224K
PGIM Custom Harvest LLC 0.00% New 342 $222K
Crestwood Advisors Group, LLC 0.00% New 341 $221K
FIL Ltd 0.00% No change 340 $221K
BankPlus Trust Department 0.06% Add +4.3% 338 $220K
Aaron Wealth Advisors LLC 0.01% New 338 $220K
SageView Advisory Group, LLC 0.01% Reduce -0.9% 338 $220K
SYM FINANCIAL Corp 0.02% Reduce -29.2% 334 $217K
BCU Wealth Advisors, LLC 0.09% New 332 $216K
Magnetar Financial LLC 0.00% New 332 $216K
Paragon Private Wealth Management, LLC 0.07% New 331 $215K
Renasant Bank 0.14% New 330 $214K
Procyon Advisors, LLC 0.01% New 330 $214K
Alpha Cubed Investments, LLC 0.01% New 330 $214K
Olympiad Research LP 0.30% Reduce -57.0% 327 $212K
Keystone Financial Services 0.07% New 327 $212K
Quarry LP 0.06% New 326 $212K
Howard Capital Management Group, LLC 0.01% New 325 $211K
Exencial Wealth Advisors, LLC 0.01% New 324 $210K
TABR Capital Management, LLC 0.14% New 327 $209K
Elevation Point Wealth Partners, LLC 0.01% Reduce -77.6% 322 $209K
Seeds Investor LLC 0.04% New 321 $208K
Wedmont Private Capital 0.01% New 309 $208K
SBI Securities Co., Ltd. 0.01% Reduce -5.1% 314 $204K
Spire Wealth Management 0.01% Reduce -5.5% 312 $203K
Pinnacle Financial Partners Inc 0.00% New 312 $203K
Parsons Capital Management Inc. 0.01% New 310 $201K
Manchester Capital Management LLC 0.03% Reduce -64.6% 308 $200K
Simplicity Wealth,LLC 0.01% New 308 $200K
Private Trust Co. NA 0.02% Reduce -2.2% 305 $198K
CI Investments Inc. 0.00% Add +29.1% 302 $196K
LSV Asset Management 0.00% New 300 $195K
Pittenger & Anderson Inc. 0.01% New 297 $193K
Hazlett, Burt & Watson, Inc. 0.07% Add +159.1% 285 $186K
MAI Capital Management 0.00% Reduce -41.6% 286 $186K
Physician Wealth Advisors, Inc. 0.03% Add +0.3% 283 $184K
Park Place Capital Corp 0.04% Reduce -15.6% 260 $169K
CX Institutional 0.01% No change 258 $168K
C M Bidwell & Associates Ltd. 0.08% Add +2.0% 253 $164K
REAP Financial Group, LLC 0.03% Add +6.0% 246 $160K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.9% 234 $152K
Bayforest Capital Ltd 0.07% Add +308.9% 229 $149K
Smartleaf Asset Management LLC 0.01% Add +77.1% 232 $149K
Harbor Capital Advisors, Inc. 0.01% Add +46.7% 223 $145K
Wolff Wiese Magana LLC 0.07% Reduce -1.9% 202 $131K
Harbour Investments, Inc. 0.00% Add +1.0% 202 $131K
Whittier Trust Co. 0.00% No change 199 $130K
Evermay Wealth Management LLC 0.01% No change 180 $117K
Mather Group, Llc. 0.00% New 180 $117K
Hemington Wealth Management 0.01% Add +4.2% 174 $113K
Root Financial Partners, LLC 0.01% New 171 $111K
CVA Family Office, LLC 0.01% Reduce -0.6% 169 $110K
Wealthspire Advisors, LLC 0.00% Reduce -63.3% 157 $102K
Silicon Valley Capital Partners 0.01% No change 151 $98K
Chelsea Counsel Co. 0.04% No change 150 $97K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% New 148 $96K
Larson Financial Group LLC 0.00% Add +21.1% 138 $90K
Osterweis Capital Management Inc. 0.01% No change 136 $88K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.3% 134 $87K
Abich Financial Wealth Management LLC 0.03% — 127 $82K
Sentry Investment Management LLC 0.05% New 116 $81K
Cornerstone Planning Group LLC 0.01% Add +207.5% 123 $80K
Versant Capital Management, Inc 0.01% Reduce -1.6% 121 $79K
Johnson Financial Group, Inc. 0.00% New 114 $74K
Brown Brothers Harriman & Co. 0.00% New 110 $71K
NFSG Corp 0.01% Reduce -4.3% 110 $71K
SJS Investment Consulting Inc. 0.01% No change 107 $70K
Solstein Capital, LLC 0.03% No change 106 $69K
Anchor Investment Management, LLC 0.01% No change 106 $69K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 105 $68K
Harbor Investment Advisory, LLC 0.01% No change 105 $68K
Rakuten Securities, Inc. 0.02% Add +77.6% 103 $67K
Mark Sheptoff Financial Planning, LLC 0.03% Reduce -83.7% 100 $65K
Pandora Wealth, Inc. 0.04% Reduce -12.3% 100 $65K
Princeton Global Asset Management LLC 0.01% No change 100 $65K
JFS Wealth Advisors, LLC 0.00% Reduce -7.4% 100 $65K
Twin Tree Management, LP 0.00% New 96 $62K
WPG Advisers, LLC 0.05% Reduce -11.2% 95 $62K
Rise Advisors, LLC 0.02% Add +1.1% 92 $60K
True Wealth Design, LLC 0.02% Add +333.3% 91 $59K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +3.5% 88 $57K
Tobam 0.02% Add +3.8% 83 $54K
Huntington National Bank 0.00% Reduce -73.1% 83 $54K
Private Wealth Management Group, LLC 0.01% Reduce -1.2% 80 $52K
Summit Securities Group LLC 0.02% New 77 $50K
Dagco, Inc. 0.01% No change 68 $44K
Core Alternative Capital 0.01% Reduce -42.1% 55 $36K
Addison Advisors LLC 0.01% No change 52 $34K
Itau Unibanco Holding S.A. 0.00% Reduce -5.5% 52 $34K
Geneos Wealth Management Inc. 0.00% Reduce -74.4% 52 $34K
SRH Advisors, LLC 0.01% No change 50 $32K
Orion Capital Management LLC 0.01% New 47 $31K
Dogwood Wealth Management LLC 0.01% No change 46 $30K
Darwin Wealth Management, LLC 0.01% No change 45 $29K
Quent Capital, LLC 0.00% New 44 $29K
Main Street Group, LTD 0.01% Add +110.0% 42 $27K
Pacific Center for Financial Services 0.01% No change 41 $27K
Toth Financial Advisory Corp. 0.00% No change 40 $26K
Matrix Trust Co 0.00% Reduce -17.0% 39 $25K
LRI Investments, LLC 0.00% No change 37 $24K
Prestige Wealth Management Group LLC 0.00% No change 35 $23K
Foster Dykema Cabot & Partners, LLC 0.00% New 35 $23K
Roble, Belko & Company, Inc 0.00% Reduce -74.4% 33 $21K
T. Rowe Price Investment Management, Inc. 0.00% New 31 $21K
Richardson Financial Services Inc. 0.01% Reduce -34.7% 32 $21K
Park Square Financial Group, LLC 0.09% Reduce -34.0% 31 $20K
Cherry Tree Wealth Management, LLC 0.00% No change 30 $19K
DT Investment Partners, LLC 0.00% No change 30 $19K
Keener Financial Planning LLC 0.01% No change 30 $19K
Financial Consulate, Inc. 0.00% New 28 $18K
Bogart Wealth, LLC 0.00% Add +21.7% 28 $18K
Farmers & Merchants Investments Inc. 0.00% Reduce -28.9% 27 $18K
Sound Income Strategies, LLC 0.00% No change 25 $17K
IMG Wealth Management, Inc. 0.01% Add +13.6% 25 $16K
Private Wealth Asset Management, LLC 0.00% New 25 $16K
Atwood & Palmer Inc. 0.00% No change 25 $16K
Strategic Investment Solutions, Inc. 0.00% New 25 $16K
Clearstead Trust, LLC 0.00% No change 24 $16K
Armstrong Advisory Group, Inc. 0.00% New 23 $15K
Financial Network Wealth Advisors LLC 0.02% Add +360.0% 23 $15K
SouthState Bank Corp 0.00% No change 22 $14K
Accent Capital Management, LLC 0.01% Add +61.5% 21 $14K
Strategic Wealth Partners, Ltd. 0.00% Reduce -4.5% 21 $14K
JPL Wealth Management, LLC 0.00% New 20 $13K
Blue Bell Private Wealth Management, LLC 0.00% Add +25.0% 20 $13K
Creative Financial Designs Inc. 0.00% No change 20 $13K
Frazier Financial Advisors, LLC 0.01% No change 19 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 19 $12K
Investment Research & Advisory Group, Inc. 0.00% No change 13 $11K
Binnacle Investments Inc 0.01% No change 17 $11K
Fortitude Family Office, LLC 0.00% Add +13.3% 17 $11K
High Note Wealth, LLC 0.00% Reduce -5.6% 17 $11K
Glen Eagle Advisors, LLC 0.00% Add +433.3% 16 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 16 $10K
Salomon & Ludwin, LLC 0.00% New 15 $10K
Sachetta, LLC 0.00% No change 15 $10K
Bell Investment Advisors, Inc 0.00% Reduce -28.6% 15 $10K
Truvestments Capital LLC 0.00% New 15 $10K
Abound Wealth Management 0.00% New 13 $8K
Wealth Watch Advisors, INC 0.00% New 13 $8K
Bare Financial Services, Inc 0.00% Add +8.3% 13 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $8K
Atlantic Union Bankshares Corp 0.00% New 11 $7K
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -62.1% 11 $7K
Raffa Wealth Management, LLC 0.00% Add +10.0% 11 $7K
Crowley Wealth Management, Inc. 0.01% No change 10 $6K
Grey Fox Wealth Advisors, LLC 0.00% New 10 $6K
Webster Bank, N. A. 0.00% No change 10 $6K
Groupe la Francaise 0.00% Reduce -89.8% 10 $6K
Howard Hughes Medical Institute 0.00% New 9 $6K
Rialto Wealth Management, LLC 0.00% Add +12.5% 9 $6K
Cromwell Holdings LLC 0.00% No change 8 $5K
Cape Investment Advisory, Inc. 0.01% No change 8 $5K
New Millennium Group LLC 0.00% No change 8 $5K
Morse Asset Management, Inc 0.00% New 8 $5K
Grove Bank & Trust 0.00% No change 8 $5K
Meeder Asset Management Inc. 0.00% Reduce -99.6% 8 $5K
Cloud Capital Management, LLC 0.00% New 9 $5K
Avion Wealth 0.00% No change 9 $5K
Westfuller Advisors, LLC 0.00% New 7 $5K
Asset Dedication, LLC 0.00% New 7 $5K
Valley National Advisers Inc. 0.00% No change 7 $4K
Valued Wealth Advisors LLC 0.00% Add +20.0% 6 $4K
Byrne Asset Management LLC 0.00% No change 6 $4K
Activest Wealth Management 0.00% No change 6 $4K
Ancora Advisors LLC 0.00% No change 6 $4K
Hughes Financial Services, LLC 0.00% No change 5 $3K
Painted Porch Advisors LLC 0.00% No change 5 $3K
Cedar Mountain Advisors, LLC 0.00% New 5 $3K
Marquette Asset Management, LLC 0.00% New 5 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +150.0% 5 $3K
Rossby Financial, LCC 0.00% No change 4 $3K
HFM Investment Advisors, LLC 0.00% No change 4 $3K
ORG Partners LLC 0.00% No change 4 $3K
Tortoise Investment Management, LLC 0.00% Add +33.3% 4 $3K
Capital Advisors, Ltd. LLC 0.00% No change 3 $2K
Picton Mahoney Asset Management 0.00% No change 3 $2K
Aspect Partners, LLC 0.00% New 3 $2K
Anfield Capital Management, LLC 0.00% New 3 $2K
Plante Moran Financial Advisors, LLC 0.00% New 3 $2K
HHM Wealth Advisors, LLC 0.00% No change 2 $1K
Beaird Harris Wealth Management, LLC 0.00% New 2 $1K
North Capital, Inc. 0.00% New 2 $1K
CYBER HORNET ETFs LLC 0.00% New 2 $1K
Arlington Trust Co LLC 0.00% No change 2 $1K
Winthrop Capital Management, LLC 0.00% No change 2 $1K
Dunhill Financial, LLC 0.00% No change 1 $660
Davis Capital Management 0.00% — 1 $650
Caitong International Asset Management Co., Ltd 0.00% No change 1 $650
Caitlin John, LLC 0.00% New 1 $650
Seneschal Advisors, LLC 0.00% New 1 $650
American Capital Advisory, LLC 0.00% No change 1 $650
Kilter Group LLC 0.00% New 1 $650
TFC Financial Management, Inc. 0.00% No change 1 $650
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 1 $650
North Star Investment Management Corp. 0.00% New 1 $650

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