Edwards LifesciencesEW

13F holders, Q1 2025 (March 31)
1,206holders −20
102new positions
123sold out
12famous investors
$72.44avg. 13F price*

At the end of Q1 2025, 1,206 institutions reported holding Edwards Lifesciences Corp. (EW) in their 13F filings, down 20 from Q4 2024. 102 opened new positions and 123 sold out. The largest holders were Vanguard Group Inc. ($5.0B), BlackRock, Inc. ($4.0B) and Wellington Management Group LLP ($2.1B). 12 famous investors held it, including Ken Griffin (1.0% of Citadel Advisors's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Steve Cohen (0.3% of Point72 Asset Management's portfolio).

Company
Edwards Lifesciences Corp.
Sector
Health Care
CUSIP
28176E108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions102$170.6M
Exits123$486.7M

All 13F filers, Q4 2024 → Q1 2025: 39,987,145 shares bought and 39,157,241 shares sold, net +829,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,206 holders

Vanguard Group Inc. 0.09% Add +0.1% 69,198,828 $5.0B
BlackRock, Inc. 0.08% Add +0.3% 54,711,593 $4.0B
Wellington Management Group LLP 0.41% Reduce -12.3% 29,134,790 $2.1B
State Street Corp. 0.08% Reduce -0.1% 25,783,462 $1.9B
JPMorgan Chase & Co. 0.12% Add +47.9% 21,961,966 $1.6B
Bank of New York Mellon Corp 0.25% Reduce -2.6% 17,656,138 $1.3B
Citadel Advisors 0.96% Add +42.1% 13,381,683 $969.9M
Geode Capital Management, LLC 0.07% Reduce -7.1% 12,676,861 $915.4M
Fisher Asset Management 0.32% Add +3.3% 10,100,466 $732.1M
Jennison Associates LLC 0.51% Add +34.3% 10,086,033 $731.0M
Brown Advisory Inc. 0.85% Add +0.2% 8,173,833 $592.4M
Morgan Stanley 0.04% Add +3.0% 7,349,244 $532.7M
Ninety One UK Ltd 1.41% Reduce -2.5% 7,004,417 $507.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Add +4.0% 6,783,568 $491.7M
Deutsche Bank AG 0.20% Reduce -1.8% 6,780,128 $491.4M
Norges Bank 0.07% Reduce -21.3% 6,492,062 $470.5M
Northern Trust Corp. 0.07% Reduce -4.0% 6,248,217 $452.9M
Nordea Investment Management AB 0.37% Add +21.1% 4,911,690 $353.0M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 4.35% No change 4,800,000 $347.9M
Nuveen, LLC 0.10% — 4,565,141 $330.9M
Legal & General Group Plc 0.09% Add +6.5% 4,493,802 $325.7M
Jacobs Levy Equity Management, Inc. 1.25% Reduce -5.5% 4,362,446 $316.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.37% Add +5595.5% 4,323,538 $313.4M
Invesco Ltd. 0.06% Add +2.6% 4,287,712 $310.8M
Assenagon Asset Management S.A. 0.53% Reduce -3.2% 4,107,657 $297.7M
Charles Schwab Investment Management Inc. 0.05% Add +4.9% 3,947,810 $286.1M
Holocene Advisors, LP 0.74% Add +44.4% 3,480,517 $252.3M
Millennium Management 0.25% Add +1409.8% 3,444,764 $249.7M
Dimensional Fund Advisors LP 0.06% Add +6.7% 3,196,992 $231.7M
Marshall Wace, LLP 0.30% Reduce -47.9% 3,030,671 $219.7M
Amundi 0.08% Reduce -12.1% 2,919,186 $213.0M
Champlain Investment Partners, LLC 1.37% Reduce -7.4% 2,611,789 $189.3M
Goldman Sachs Group Inc. 0.04% Add +16.5% 2,554,069 $185.1M
FMR LLC 0.01% Add +2.4% 2,485,757 $180.2M
Ownership Capital B.V. 7.82% Reduce -15.7% 2,353,348 $170.6M
Primecap Management Co. 0.14% Add +12.5% 2,299,600 $166.7M
UBS Group AG 0.04% Reduce -15.9% 2,259,894 $163.8M
Raymond James Financial Inc. 0.06% Reduce -24.5% 2,181,955 $158.1M
Bank of America Corp. 0.01% Add +36.5% 2,147,319 $155.6M
Balyasny Asset Management L.P. 0.39% Add +52.3% 2,124,433 $154.0M
Royal Bank of Canada 0.03% Reduce -13.8% 1,971,339 $142.9M
HSBC Holdings PLC 0.10% Reduce -0.2% 1,970,736 $142.8M
BNP Paribas Financial Markets 0.11% Add +37.0% 1,946,818 $141.1M
DekaBank Deutsche Girozentrale 0.27% Add +12.3% 1,961,209 $137.6M
Mirova US LLC 1.62% Add +3.8% 1,876,996 $136.0M
Russell Investments Group, Ltd. 0.17% Add +9.5% 1,667,171 $120.7M
Swiss National Bank 0.09% Reduce -2.3% 1,663,500 $120.6M
AustralianSuper Pty Ltd 0.63% Reduce -42.2% 1,543,428 $111.9M
Orbimed Advisors LLC 2.67% Add +33.8% 1,532,000 $111.0M
Liontrust Investment Partners LLP 1.72% Reduce -5.7% 1,518,152 $110.0M
Point72 Asset Management 0.31% Add +149.7% 1,468,733 $106.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.21% Add +11.5% 1,395,100 $101.1M
Seilern Investment Management Ltd 6.49% Reduce -7.4% 1,369,459 $99.3M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -0.9% 1,357,399 $98.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.26% Add +20.1% 1,341,841 $97.3M
American Century Companies Inc. 0.06% Add +9.3% 1,274,184 $92.4M
Barclays PLC 0.04% Reduce -0.5% 1,188,413 $86.1M
Alliancebernstein L.P. 0.03% Reduce -43.3% 1,156,854 $83.8M
Rhumbline Advisers 0.08% Add +4.1% 1,130,154 $81.9M
Mitsubishi UFJ Trust & Banking Corp 0.20% Reduce -5.0% 1,056,487 $76.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +10.1% 1,047,264 $75.9M
Citigroup Inc. 0.06% Add +21.7% 1,023,429 $74.2M
Renaissance Technologies 0.11% Add +54.3% 1,006,600 $73.0M
Manufacturers Life Insurance Company, The 0.07% Reduce -22.7% 993,453 $72.0M
Janus Henderson Group PLC 0.04% Reduce -13.7% 1,002,501 $71.1M
Bellevue Group AG 1.58% Reduce -11.5% 971,969 $70.4M
Man Group plc 0.21% Add +70.0% 951,227 $68.9M
Voya Investment Management LLC 0.09% Reduce -29.1% 946,537 $68.6M
Skandinaviska Enskilda Banken AB (publ) 0.34% Reduce -0.3% 946,448 $68.6M
California Public Employees Retirement System 0.05% Add +17.6% 925,500 $67.1M
Empower Advisory Group, LLC 0.22% Add +18.0% 915,171 $66.3M
TD Asset Management Inc 0.06% Reduce -9.3% 911,186 $66.0M
California State Teachers Retirement System 0.08% Reduce -2.9% 908,472 $65.8M
Aviva PLC 0.16% Add +13.6% 906,287 $65.7M
AQR Capital Management 0.07% Add +339.7% 918,537 $65.4M
National Pension Service 0.06% Add +2.7% 892,819 $64.7M
Freestone Grove Partners LP 0.65% Add +14.9% 874,714 $63.4M
D. E. Shaw & Co. 0.08% Reduce -10.5% 874,406 $63.4M
Wells Fargo & Company 0.02% Add +2.6% 865,619 $62.7M
T. Rowe Price Associates Inc. 0.01% Reduce -73.9% 859,694 $62.3M
Fisher Funds Management LTD 1.46% Reduce -12.8% 832,475 $60.3M
Woodline Partners LP 0.39% Add +7805.0% 825,358 $59.8M
Bank of Montreal 0.03% Reduce -10.5% 821,854 $59.6M
Principal Financial Group Inc. 0.03% Add +3.2% 819,086 $59.4M
New York State Common Retirement Fund 0.08% Reduce -4.5% 789,677 $57.2M
SG Americas Securities, LLC 0.19% Reduce -25.0% 759,439 $55.0M
Birch Hill Investment Advisors LLC 2.60% Add +2.4% 756,599 $54.8M
Ameriprise Financial Inc. 0.01% Reduce -0.3% 755,037 $54.6M
Robeco Institutional Asset Management B.V. 0.11% Add +172.9% 748,903 $54.3M
AIA Group Ltd 1.18% Reduce -28.5% 665,578 $48.2M
Prudential Financial Inc. 0.07% Add +53.4% 663,440 $48.1M
Edmond DE Rothschild Holding S.A. 0.85% Add +2.5% 661,448 $47.9M
Korea Investment CORP 0.11% Add +37.5% 647,275 $46.9M
AXA S.A. 0.15% Reduce -6.8% 645,111 $46.8M
Rathbones Group PLC 0.22% Reduce -51.7% 628,075 $45.5M
State Board of Administration of Florida Retirement System 0.08% Reduce -2.3% 581,656 $42.2M
Baillie Gifford & Co. 0.04% Reduce -17.7% 581,441 $42.1M
PNC Financial Services Group, Inc. 0.02% Reduce -3.9% 581,079 $42.1M
Swedbank AB 0.05% Reduce -27.6% 565,410 $41.0M
Nan Shan Life Insurance Co., Ltd. 0.94% No change 552,221 $40.0M
National Bank of Canada 0.05% Add +62.9% 541,531 $39.2M
CANADA LIFE ASSURANCE Co 0.07% Reduce -20.3% 538,516 $39.1M
Canada Pension Plan Investment Board 0.04% Reduce -30.7% 528,865 $38.3M
Triodos Investment Management BV 2.96% Reduce -0.4% 507,758 $36.0M
Norinchukin Bank, The 0.66% Add +9.9% 493,363 $35.8M
KBC Group NV 0.11% Reduce -26.1% 478,713 $34.7M
Sei Investments Co. 0.04% Add +35.9% 473,436 $34.3M
Aberdeen Group plc 0.07% Reduce -56.4% 474,303 $34.1M
Jane Street Group, LLC 0.06% Add +633.0% 467,664 $33.9M
Pictet Asset Management Holding SA 0.04% Add +23.1% 462,516 $33.5M
US Bancorp \de 0.04% Reduce -28.8% 461,399 $33.4M
Schonfeld Strategic Advisors LLC 0.22% Add +280.0% 461,248 $33.4M
Allianz Asset Management GmbH 0.05% Add +1.4% 460,084 $33.3M
Mariner, LLC 0.05% Add +0.5% 454,468 $32.9M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -63.0% 453,266 $32.9M
New York State Teachers Retirement System 0.07% Reduce -9.2% 438,274 $31.8M
Catalio Capital Management, LP 7.83% Add +30.8% 435,588 $31.6M
Blair William & Co. 0.09% Reduce -20.1% 420,226 $30.5M
C WorldWide Group Holding A/S 0.36% Reduce -13.1% 398,318 $28.9M
Envestnet Asset Management Inc. 0.01% Reduce -3.0% 396,755 $28.8M
Vontobel Holding Ltd. 0.10% Reduce -3.7% 384,972 $27.9M
PFM Health Sciences, LP 2.17% Reduce -36.0% 379,954 $27.5M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.10% No change 374,119 $27.1M
Creative Planning 0.03% Add +2.7% 374,073 $27.1M
Meridiem Capital Partners LP 2.96% Add +770.2% 372,822 $27.0M
State of Wisconsin Investment Board 0.07% Add +10.6% 366,333 $26.6M
APG Asset Management N.V. 0.08% Reduce -7.4% 392,637 $26.3M
Worldquant Millennium Advisors LLC 0.17% Reduce -50.1% 362,199 $26.3M
Neuberger Berman Group LLC 0.02% Reduce -29.5% 358,126 $26.0M
Epoch Investment Partners, Inc. 0.13% Add +15.4% 350,973 $25.4M
Ninety One North America, Inc. 1.60% Reduce -7.4% 327,714 $23.8M
LPL Financial LLC 0.01% Add +23.9% 324,351 $23.5M
DNB Asset Management AS 0.11% Reduce -3.6% 316,114 $22.9M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -0.3% 316,095 $22.9M
Storebrand Asset Management As 0.07% Add +9.3% 310,258 $22.5M
Hardman Johnston Global Advisors LLC 1.02% Reduce -0.8% 295,771 $21.4M
Raiffeisen Bank International AG 0.34% Reduce -6.4% 300,644 $21.3M
Ofi Invest Asset Management 0.56% Reduce -0.1% 317,433 $21.3M
Vident Advisory, LLC 0.31% Reduce -2.3% 288,720 $20.9M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Reduce -5.3% 280,871 $20.4M
Boston Trust Walden Corp 0.15% Reduce -0.9% 279,902 $20.3M
Danske Bank A/S 0.06% Reduce -15.4% 276,913 $20.1M
Royal London Asset Management Ltd. 0.05% Add +8.9% 273,512 $19.8M
Cubist Systematic Strategies, LLC 0.26% New 273,273 $19.8M
Voloridge Investment Management, LLC 0.07% Reduce -29.6% 270,238 $19.6M
Peapack Gladstone Financial Corp. 0.29% Reduce -6.4% 270,064 $19.6M
Treasurer of the State of North Carolina 0.08% Reduce -17.4% 267,795 $19.4M
Arrowstreet Capital, Limited Partnership 0.02% Add +478.5% 266,056 $19.3M
State of Michigan Retirement System 0.11% Reduce -0.0% 266,051 $19.3M
Hawk Ridge Capital Management LP 0.90% New 263,965 $19.1M
Toronto Dominion Bank 0.05% Reduce -17.0% 263,407 $19.1M
Nisa Investment Advisors, LLC 0.09% Reduce -0.8% 258,662 $18.7M
Rock Springs Capital Management LP 1.06% Reduce -53.2% 255,000 $18.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -49.9% 254,164 $18.4M
Clifford Swan Investment Counsel LLC 0.68% Reduce -0.1% 253,433 $18.4M
Susquehanna Fundamental Investments, LLC 0.31% Reduce -44.9% 252,695 $18.3M
State of Tennessee, Department of Treasury 0.07% Reduce -6.7% 252,082 $18.3M
Asset Management One Co., Ltd. 0.06% Add +3.4% 250,089 $18.1M
Public Employees Retirement System of Ohio 0.07% Reduce -16.0% 247,698 $18.0M
Stifel Financial Corp. 0.02% Add +3.6% 231,997 $16.8M
South Dakota Investment Council 0.34% Reduce -2.5% 231,969 $16.8M
Van Eck Associates Corp. 0.02% Add +34.6% 230,269 $16.7M
Natixis 0.10% Reduce -6.5% 230,244 $16.6M
Point72 (DIFC) Ltd 1.58% New 226,455 $16.4M
Federation des caisses Desjardins du Quebec 0.08% Add +6.3% 224,843 $16.3M
Handelsbanken Fonder AB 0.07% Reduce -54.2% 224,410 $16.3M
Nomura Asset Management Co. Ltd. 0.05% Add +3.6% 224,306 $16.3M
Van Lanschot Kempen Investment Management N.V. 0.17% Reduce -0.9% 222,574 $16.1M
Glenmede Trust Co. NA 0.09% Reduce -36.2% 222,551 $16.1M
Victory Capital Management Inc. 0.02% Reduce -0.7% 215,962 $15.7M
KLP Kapitalforvaltning As 0.08% Reduce -3.5% 214,222 $15.5M
Welch & Forbes LLC 0.20% Reduce -8.8% 213,247 $15.5M
Cerity Partners LLC 0.03% Add +67.9% 212,923 $15.4M
ING Groep NV 0.11% Add +182.0% 212,411 $15.4M
Pinebridge Investments, L.P. 0.12% New 211,687 $15.3M
GDS Wealth Management 1.28% Add +8.2% 206,619 $15.0M
NS Partners Ltd 0.66% Add +0.5% 206,299 $15.0M
Townsend & Associates, Inc 1.55% Add +18.8% 214,799 $14.9M
Wedgewood Partners Inc. 2.97% Reduce -43.5% 191,818 $14.7M
Parkman Healthcare Partners LLC 1.73% Add +38.3% 200,819 $14.6M
State of New Jersey Common Pension Fund D 0.07% Reduce -11.2% 200,319 $14.5M
Guggenheim Capital LLC 0.14% Reduce -7.1% 200,059 $14.5M
Old National Bancorp 0.37% Reduce -1.0% 195,142 $14.1M
Macquarie Group Ltd. 0.02% Add +30.6% 194,646 $14.1M
Resona Asset Management Co.,Ltd. 0.08% Add +4.9% 194,713 $14.1M
Quantinno Capital Management LP 0.09% Add +19.9% 193,278 $14.0M
Ensign Peak Advisors, Inc 0.03% Reduce -9.4% 191,841 $13.9M
2Xideas AG 2.10% Add +7.5% 190,584 $13.8M
Manitou Investment Management Ltd. 2.67% Add +5.7% 189,656 $13.7M
Swiss Life Asset Management Ltd 0.10% Add +39.4% 189,511 $13.7M
Banque Pictet & Cie SA 0.14% Add +19.2% 187,115 $13.6M
Kennedy Capital Management LLC 0.32% Reduce -2.9% 186,999 $13.6M
United Asset Strategies, Inc. 1.25% Add +10.3% 185,571 $13.5M
Franklin Resources Inc. 0.00% Reduce -84.0% 184,231 $13.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Add +21.8% 182,269 $13.2M
Natixis Advisors, LLC 0.02% Reduce -37.6% 180,044 $13.1M
Prudential PLC 0.07% Reduce -15.9% 179,398 $13.0M
Crestwood Advisors Group, LLC 0.25% Reduce -3.9% 178,514 $12.9M
Glenview Trust Co 0.25% Reduce -50.5% 176,908 $12.8M
Capital Fund Management S.A. 0.16% Reduce -51.8% 174,297 $12.6M
Huntington National Bank 0.12% Reduce -10.8% 173,933 $12.6M
Arizona State Retirement System 0.08% Add +0.8% 173,090 $12.5M
Calamos Advisors LLC 0.08% Add +1.0% 169,658 $12.3M
First Trust Advisors LP 0.01% Reduce -37.5% 169,089 $12.3M
Bedrijfstakpensioenfonds Voor DE Media Pno 1.74% No change 182,000 $12.2M
W.G. Shaheen & Associates DBA Whitney & Co 1.28% Add +3.4% 166,675 $12.1M
Premier Fund Managers Ltd 0.45% New 170,005 $12.1M
Commonwealth Equity Services, LLC 0.02% Add +0.3% 164,001 $11.9M
Litman Gregory Wealth Management LLC 1.00% Add +2.3% 161,636 $11.7M
Investment House LLC 0.66% Reduce -1.1% 159,854 $11.6M
MetLife Investment Management, LLC 0.06% Reduce -2.0% 157,966 $11.4M
Baird Financial Group, Inc. 0.02% Reduce -12.0% 156,142 $11.3M
Exencial Wealth Advisors, LLC 0.41% Add +0.1% 152,887 $11.1M
Patten & Patten Inc. 0.72% Reduce -3.5% 148,761 $10.8M
Corebridge Financial, Inc. 0.06% Reduce -3.4% 147,118 $10.7M
Ninety One SA (Pty) Ltd 1.94% Add +173.1% 144,984 $10.5M
First American Bank 0.77% Add +1.4% 143,179 $10.4M
HighTower Advisors, LLC 0.01% Add +1.6% 141,830 $10.3M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +10.8% 141,182 $10.2M
Wilson Asset Management (international) PTY Ltd. 2.69% No change 138,793 $10.1M
Farmers & Merchants Investments Inc. 0.32% Add +2.4% 137,553 $10.0M
Beese Fulmer Investment Management, Inc. 0.85% Add +0.9% 137,018 $9.9M
Varma Mutual Pension Insurance Co 0.08% Reduce -3.4% 135,958 $9.9M
Czech National Bank 0.09% Add +5.9% 135,468 $9.8M
Boston Common Asset Management, LLC 0.30% Reduce -11.3% 135,312 $9.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +7.5% 134,880 $9.8M
Acadian Asset Management LLC 0.03% Add +191.8% 134,019 $9.7M
Teachers Retirement System of the State of Kentucky 0.09% Add +0.7% 132,817 $9.6M
Susquehanna International Group, LLP 0.02% Reduce -56.1% 132,199 $9.6M
Andra AP-fonden 0.16% Add +141.4% 131,100 $9.5M
STRS Ohio 0.04% Reduce -3.3% 130,873 $9.5M
Vancity Investment Management Ltd 1.28% — 129,229 $9.4M
Fulcrum Capital LLC 2.03% Add +3.5% 126,267 $9.2M
AMF Tjanstepension AB 0.07% No change 125,727 $9.1M
Comerica Bank 0.04% Reduce -0.5% 125,690 $9.1M
Jacobs & Co. 0.97% Reduce -0.1% 125,573 $9.1M
Integral Health Asset Management, LLC 1.00% New 125,000 $9.1M
Choate Investment Advisors 0.22% Reduce -4.1% 124,036 $9.0M
Mercer Global Advisors Inc. 0.02% Add +1.5% 123,159 $8.9M
Sector Gamma As 2.86% Add +24.2% 123,000 $8.9M
Forsta Ap-Fonden 0.07% Reduce -6.1% 122,200 $8.9M
Baader Bank Aktiengesellschaft 0.89% Add +0.6% 122,031 $8.8M
Edgestream Partners, L.P. 0.30% New 121,570 $8.8M
IFM Investors Pty Ltd 0.10% No change 121,329 $8.8M
USS Investment Management Ltd 0.07% Add +1.6% 120,055 $8.7M
Kornitzer Capital Management Inc. 0.18% No change 119,535 $8.7M
Amalgamated Bank 0.07% Add +0.3% 118,905 $8.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Add +5.6% 117,666 $8.5M
Daiwa Securities Group Inc. 0.04% Add +19.1% 115,459 $8.4M
Tudor Investment Corporation 0.07% New 115,014 $8.3M
Channing Capital Management, LLC 0.25% Reduce -9.0% 114,092 $8.3M
Washington Trust Advisors, Inc. 0.73% Reduce -0.5% 112,889 $8.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -2.2% 112,794 $8.2M
Amiral Gestion 4.25% Add +16.8% 106,670 $7.7M
Teacher Retirement System of Texas 0.03% Add +196.5% 105,358 $7.6M
Jasper Ridge Partners, L.P. 0.24% No change 105,000 $7.6M
Illinois Municipal Retirement Fund 0.11% No change 102,582 $7.4M
Polar Asset Management Partners Inc. 0.34% Reduce -73.7% 102,525 $7.4M
CIBC Private Wealth Group LLC 0.02% Reduce -51.4% 110,023 $7.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +1.4% 100,887 $7.3M
LMR Partners LLP 0.20% Reduce -27.1% 97,472 $7.1M
Two Sigma Investments, LP 0.02% Reduce -22.3% 97,103 $7.0M
Cinctive Capital Management LP 0.56% Reduce -34.9% 96,950 $7.0M
Utah Retirement Systems 0.08% Reduce -2.2% 96,840 $7.0M
ProShare Advisors LLC 0.02% Add +4.7% 94,968 $6.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +89.0% 94,799 $6.9M
Xponance LLC 0.07% Reduce -0.4% 94,718 $6.9M
Twin Tree Management, LP 0.15% Add +24.1% 94,106 $6.8M
Pathstone Holdings, LLC 0.03% Add +31.0% 91,771 $6.7M
CIBC Asset Management Inc 0.02% Reduce -2.9% 90,712 $6.6M
AE Wealth Management LLC 0.06% Add +18.8% 90,502 $6.6M
Wormser Freres Gestion 4.00% Reduce -0.4% 91,792 $6.5M
New York Life Investment Management LLC 0.07% Reduce -1.3% 89,682 $6.5M
Bank of Nova Scotia 0.01% Reduce -58.6% 89,672 $6.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.05% — 88,711 $6.4M
Montag & Caldwell, LLC 1.49% Reduce -3.8% 88,413 $6.4M
Everett Harris & Co. 0.08% Reduce -2.5% 88,375 $6.4M
Yousif Capital Management, LLC 0.07% No change 87,633 $6.4M
Corient Private Wealth LP 0.01% Reduce -7.7% 86,874 $6.3M
MAI Capital Management 0.05% Add +32.7% 85,927 $6.2M
Police & Firemen's Retirement System of New Jersey 0.06% Reduce -2.0% 84,952 $6.2M
ASR Vermogensbeheer N.V. 0.09% — 83,390 $6.0M
QRG Capital Management, Inc. 0.06% Add +7.8% 83,294 $6.0M
S&co Inc. 0.40% Add +34.2% 82,797 $6.0M
Howe & Rusling Inc. 0.50% Add +5.6% 81,914 $5.9M
Steward Partners Investment Advisory, LLC 0.05% Reduce -18.4% 81,897 $5.9M
Rodgers Brothers Inc. 0.78% Reduce -0.6% 80,839 $5.9M
Public Sector Pension Investment Board 0.03% Add +11.0% 80,672 $5.8M
Credit Agricole S A 0.02% Reduce -75.3% 79,161 $5.7M
Tocqueville Asset Management L.P. 0.09% Reduce -5.0% 78,485 $5.7M
Verition Fund Management LLC 0.03% Add +1345.2% 78,330 $5.7M
Intech Investment Management LLC 0.06% Reduce -54.7% 77,244 $5.6M
Baxter Bros Inc. 0.74% Reduce -12.1% 77,236 $5.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.4% 77,016 $5.6M
Public Employees Retirement Association of Colorado 0.02% Reduce -7.2% 76,305 $5.5M
Equitable Trust Co. 0.30% Add +3.0% 75,273 $5.5M
Factory Mutual Insurance Co. 0.06% No change 75,100 $5.4M
Tsfg, LLC 1.10% Reduce -3.6% 74,487 $5.4M
Nissay Asset Management Corp. /Japan 0.04% Reduce -0.8% 74,222 $5.4M
World Investment Advisors 0.14% Add +5.9% 72,564 $5.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +11.1% 72,260 $5.2M
Caisse Des Depots Et Consignations 0.25% Reduce -5.3% 72,221 $5.2M
Cibc World Markets Corp. 0.04% Reduce -24.0% 71,140 $5.2M
Aquatic Capital Management LLC 0.13% New 71,028 $5.1M
Shorepoint Capital Partners LLC 1.16% Add +1.4% 70,663 $5.1M
Stone Run Capital, LLC 2.16% Reduce -8.1% 70,600 $5.1M
Mackenzie Financial Corp. 0.01% Reduce -45.9% 70,317 $5.1M
Colonial Trust Advisors 0.45% Reduce -0.3% 70,101 $5.1M
Nippon Life Global Investors Americas, Inc. 0.25% No change 69,450 $5.0M
Ieq Capital, LLC 0.04% Add +50.1% 69,312 $5.0M
State of Alaska, Department of Revenue 0.06% Add +2.7% 69,069 $5.0M
Mutual of America Capital Management LLC 0.06% Reduce -2.9% 68,739 $5.0M
Elo Mutual Pension Insurance Co 0.11% Add +13.3% 68,630 $5.0M
Kintegral Advisory, LLC 0.50% Reduce -0.3% 68,546 $5.0M
Focus Partners Wealth 0.01% Reduce -2.1% 67,271 $4.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +15.1% 68,013 $4.8M
B. Metzler seel. Sohn & Co. AG 0.05% Add +3.9% 66,107 $4.8M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 66,000 $4.8M
Oppenheimer & Co. Inc. 0.07% Add +9.8% 65,894 $4.8M
Vanguard Personalized Indexing Management, LLC 0.07% Add +3.3% 63,143 $4.6M
Armistice Capital, LLC 0.12% Reduce -62.9% 62,995 $4.6M
Marble Harbor Investment Counsel, LLC 0.51% Reduce -8.3% 62,774 $4.5M
Bridgewater Associates 0.02% Reduce -42.3% 62,522 $4.5M
OP Asset Management Ltd 0.08% — 62,439 $4.5M
Avanza Fonder AB 0.15% Reduce -4.2% 62,702 $4.5M
Estate Counselors, LLC 0.46% New 61,130 $4.4M
NEOS Investment Management LLC 0.08% Add +4.8% 60,809 $4.4M
Atle Fund Management AB 1.91% Reduce -12.6% 59,696 $4.3M
Lockheed Martin Investment Management Co. 0.18% Reduce -2.3% 59,380 $4.3M
Banque Transatlantique SA 0.13% Reduce -20.6% 58,887 $4.3M
Parallel Advisors, LLC 0.10% Reduce -11.0% 58,569 $4.2M
Capital Insight Partners, LLC 0.73% Reduce -8.1% 57,415 $4.2M
Candriam S.C.A. 0.03% Reduce -54.9% 56,647 $4.1M
LGT Group Foundation 0.06% Reduce -3.7% 56,369 $4.1M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Reduce -22.6% 56,187 $4.1M
Ethic Inc. 0.08% Add +39.0% 56,168 $4.0M
Cetera Investment Advisers 0.01% New 55,502 $4.0M
Telos Capital Management, Inc. 0.44% Add +7.1% 55,259 $4.0M
Los Angeles Capital Management LLC 0.02% Add +1751.4% 55,060 $4.0M
Wellington Shields Capital Management, LLC 0.72% Reduce -14.1% 54,731 $4.0M
Engineers Gate Manager LP 0.07% New 54,663 $4.0M
Rafferty Asset Management, LLC 0.02% Reduce -18.4% 54,611 $4.0M
Moors & Cabot, Inc. 0.20% Reduce -1.9% 53,524 $3.9M
Bell Asset Management Ltd 0.71% Reduce -1.7% 53,202 $3.9M
Rakuten Investment Management, Inc. 0.02% — 53,908 $3.8M
UniSuper Management Pty Ltd 0.03% Add +2.8% 52,045 $3.8M
Haven Capital Group, Inc. 4.11% Reduce -1.5% 51,515 $3.7M
Oregon Public Employees Retirement Fund 0.07% Add +0.3% 50,686 $3.7M
Captrust Financial Advisors 0.01% Add +1.0% 50,209 $3.6M
NorthCoast Asset Management LLC 0.02% Add +15.8% 50,099 $3.6M
Montag A & Associates Inc. 0.18% Reduce -0.1% 50,007 $3.6M
BDF-Gestion 0.39% No change 49,330 $3.6M
Diversify Wealth Management, LLC 0.26% Add +22.8% 45,982 $3.5M
Nebula Research & Development LLC 0.32% New 48,290 $3.5M
Tidal Investments LLC 0.03% Add +2.0% 47,904 $3.5M
OneDigital Investment Advisors LLC 0.04% Add +5.2% 47,713 $3.5M
North Star Asset Management Inc. 0.16% Add +34.9% 47,564 $3.4M
Mizuho Securities USA LLC 0.07% Reduce -15.5% 47,225 $3.4M
Mediolanum International Funds Ltd 0.05% Reduce -11.3% 48,226 $3.4M
McCarter Private Wealth Services LLC 2.23% Reduce -0.9% 46,950 $3.4M
Weaver Consulting Group 1.02% Reduce -0.8% 46,585 $3.4M
Metis Global Partners, LLC 0.09% Add +5.5% 46,518 $3.4M
Truist Financial Corp. 0.01% Add +12.4% 46,451 $3.4M
Osaic Holdings, Inc. 0.01% Reduce -46.7% 45,705 $3.3M
Mission Wealth Management, LP 0.08% Reduce -5.2% 44,457 $3.2M
Tobam 1.35% Reduce -26.2% 43,737 $3.2M
Gotham Asset Management 0.03% Add +165.8% 43,660 $3.2M
Janney Montgomery Scott LLC 0.01% Reduce -0.5% 42,861 $3.1M
Shell Asset Management Co. 0.15% Reduce -4.2% 42,158 $3.1M
Jefferies Financial Group Inc. 0.05% Reduce -17.3% 41,969 $3.0M
Banque Cantonale Vaudoise 0.13% — 41,767 $3.0M
Anchor Investment Management, LLC 0.28% Add +0.9% 41,740 $3.0M
Thrivent Financial for Lutherans 0.01% Reduce -96.5% 40,812 $3.0M
Synovus Financial Corp. 0.04% Reduce -5.8% 40,766 $3.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -21.6% 41,893 $3.0M
Abacus Planning Group, Inc. 0.51% Reduce -0.0% 40,195 $2.9M
Lecap Asset Management Ltd. 0.68% New 40,137 $2.9M
Kentucky Retirement Systems 0.09% Reduce -3.5% 39,949 $2.9M
Palo Alto Investors LP 0.54% No change 39,473 $2.9M
Northwest & Ethical Investments L.P. 0.08% Reduce -47.8% 39,313 $2.8M
Rockefeller Capital Management L.P. 0.01% Reduce -3.5% 39,063 $2.8M
Spectrum Asset Management, Inc. (NB/CA) 1.24% Add +8.2% 38,543 $2.8M
Element Capital Management LLC 0.69% New 38,369 $2.8M
First Foundation Advisors 0.11% Reduce -5.0% 38,302 $2.8M
Ossiam 0.04% Add +12.4% 37,677 $2.7M
Midwest Professional Planners, LTD. 0.84% Add +0.7% 37,038 $2.7M
Hollencrest Capital Management 0.12% Reduce -0.0% 36,121 $2.6M
Hartford Investment Management Co. 0.09% Reduce -1.0% 36,067 $2.6M
M&T Bank Corp 0.01% Reduce -14.1% 35,974 $2.6M
Keybank National Association 0.01% Reduce -16.2% 35,939 $2.6M
Generali Asset Management SPA SGR 0.06% Add +11.5% 35,389 $2.6M
Seascape Capital Management 0.89% Add +2.2% 35,016 $2.5M
RDA Financial Network 0.75% Add +2.7% 34,696 $2.5M
Crossmark Global Holdings, Inc. 0.04% Reduce -0.7% 34,502 $2.5M
Regions Financial Corp. 0.02% Reduce -4.6% 34,373 $2.5M
Gulf International Bank (UK) Ltd 0.09% Reduce -27.7% 34,293 $2.5M
Trexquant Investment LP 0.03% New 34,108 $2.5M
Van Hulzen Asset Management, LLC 0.23% Reduce -0.4% 34,000 $2.5M
Colonial Trust Co / SC 0.37% Add +1.4% 33,142 $2.4M
Occudo Quantitative Strategies LP 0.32% New 33,857 $2.4M
Meyer Handelman Co. 0.08% Reduce -4.4% 33,078 $2.4M
NewEdge Advisors, LLC 0.01% Reduce -68.5% 32,972 $2.4M
Cwm, LLC 0.01% Add +36.3% 32,916 $2.4M
Greenleaf Trust 0.02% Add +1.4% 32,889 $2.4M
First National Bank of Omaha 0.16% Reduce -28.8% 32,282 $2.3M
Lido Advisors, LLC 0.01% Add +62.8% 31,979 $2.3M
First National Advisers, LLC 0.37% Reduce -23.8% 31,840 $2.3M
Louisiana State Employees Retirement System 0.05% No change 31,700 $2.3M
Inscription Capital, LLC 0.38% — 24,000 $2.3M
United Capital Financial Advisors, LLC 0.02% Add +25.8% 31,260 $2.3M
Securian Asset Management, Inc. 0.07% Reduce -1.7% 31,157 $2.3M
O'shaughnessy Asset Management, LLC 0.02% Add +28.9% 31,135 $2.3M
WINTON GROUP Ltd 0.14% Reduce -29.2% 30,881 $2.2M
Ignite Planners, LLC 0.44% New 29,610 $2.2M
Hixon Zuercher, LLC 0.78% Add +21.6% 30,505 $2.2M
Bank Hapoalim BM 0.33% Add +7.5% 30,460 $2.2M
Sabal Trust CO 0.12% Reduce -0.1% 30,139 $2.2M
Pacer Advisors, Inc. 0.01% Reduce -36.2% 30,084 $2.2M
EP Wealth Advisors, LLC 0.02% Reduce -1.5% 30,074 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Add +0.5% 30,195 $2.2M
Diversified Trust Co. 0.05% Add +29.2% 29,810 $2.2M
Beacon Pointe Advisors, LLC 0.02% Reduce -10.6% 29,364 $2.1M
Howland Capital Management LLC 0.09% Reduce -0.2% 29,120 $2.1M
Orser Capital Management, LLC 1.54% New 28,982 $2.1M
Commerce Bank 0.01% Reduce -8.5% 28,648 $2.1M
Citizens Business Bank 0.45% Add +23.6% 28,604 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -15.9% 28,459 $2.1M
Robbins Farley 1.09% Reduce -0.1% 28,345 $2.1M
Invera Wealth Advisors, LLC 1.31% New 27,925 $2.0M
XTX Topco Ltd 0.10% Add +32.2% 27,622 $2.0M
New Mexico Educational Retirement Board 0.07% Reduce -4.2% 27,530 $2.0M
TCW Group Inc. 0.02% Add +20.0% 27,440 $2.0M
Maryland State Retirement & Pension System 0.05% Reduce -14.2% 27,395 $2.0M
Chesley Taft & Associates LLC 0.10% Reduce -5.9% 27,126 $2.0M
Ferguson Wellman Capital Management, Inc. 0.04% Reduce -2.6% 26,959 $2.0M
Asset Planning,Inc 1.54% Add +0.0% 26,933 $2.0M
Comprehensive Financial Consultants Institutional, Inc. 0.70% Add +9.4% 26,932 $2.0M
Concurrent Investment Advisors, LLC 0.05% Add +37.1% 26,909 $2.0M
Stonebridge Capital Advisors LLC 0.16% Add +2.8% 26,730 $1.9M
GMO 0.01% New 26,591 $1.9M
Y-Intercept (Hong Kong) Ltd 0.13% Reduce -30.6% 26,535 $1.9M
Taylor Frigon Capital Management LLC 1.14% Reduce -2.6% 26,499 $1.9M
Tower Research Capital LLC (TRC) 0.06% Reduce -47.1% 26,422 $1.9M
AG2R La Mondiale Gestion D'actifs 0.10% — 24,437 $1.9M
Kingsview Wealth Management, LLC 0.04% Reduce -0.2% 25,742 $1.9M
Sittner & Nelson, LLC 0.78% Reduce -0.8% 25,145 $1.8M
Wealthfront Advisers LLC 0.00% Add +14.0% 25,013 $1.8M
Bright Rock Capital Management, LLC 0.38% No change 25,000 $1.8M
Martin Capital Advisors, LLP 1.29% Reduce -2.4% 24,924 $1.8M
Diversify Advisory Services, LLC 0.11% Add +24.5% 23,651 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -2.6% 24,733 $1.8M
Advisory Services Network, LLC 0.03% Reduce -10.4% 24,563 $1.8M
DF Dent & Co. Inc. 0.02% Reduce -95.5% 24,453 $1.8M
Cibc World Market Inc. 0.00% Reduce -4.7% 24,332 $1.8M
Waverly Advisors, LLC 0.02% Add +39.8% 24,209 $1.8M
Aigen Investment Management, LP 0.28% New 24,090 $1.7M
Radnor Capital Management, LLC 0.29% Add +11.1% 24,070 $1.7M
Private Advisor Group, LLC 0.01% Add +11.6% 23,801 $1.7M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -12.4% 23,768 $1.7M
CI Investments Inc. 0.01% Reduce -10.4% 23,611 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +190.8% 23,495 $1.7M
Caliber Wealth Management, LLC / KS 0.23% — 23,406 $1.7M
Jump Financial, LLC 0.03% New 23,166 $1.7M
Bokf, NA 0.03% Add +1.7% 23,071 $1.7M
Avanda Investment Management Pte. Ltd. 0.59% Add +2.0% 22,814 $1.7M
Terra Alpha Investments LLC 1.78% Add +4.7% 22,600 $1.6M
OMERS ADMINISTRATION Corp 0.01% Reduce -83.1% 22,554 $1.6M
Harbor Investment Advisory, LLC 0.16% Add +26.3% 22,507 $1.6M
Fifth Third Bancorp 0.01% Reduce -0.2% 22,005 $1.6M
Legacy Wealth Asset Management, LLC 0.44% Add +5.8% 21,960 $1.6M
Oppenheimer Asset Management Inc. 0.02% Add +23.5% 21,699 $1.6M
MassMutual Private Wealth & Trust, FSB 0.05% Add +2.8% 21,659 $1.6M
HB Wealth Management, LLC 0.01% Add +34.9% 21,562 $1.6M
Alpine Woods Capital Investors, LLC 0.39% No change 21,428 $1.6M
Empirical Finance, LLC 0.09% Add +2.2% 21,195 $1.5M
Exchange Traded Concepts, LLC 0.03% Add +66.9% 21,095 $1.5M
Orion Porfolio Solutions, LLC 0.01% Reduce -2.3% 21,066 $1.5M
Orion Portfolio Solutions, LLC 0.01% Reduce -2.3% 21,066 $1.5M
Cullen Investment Group, LTD. 0.23% Add +1.9% 20,923 $1.5M
Future Fund LLC 1.88% Add +27.1% 20,212 $1.5M
180 Wealth Advisors, LLC 0.23% Reduce -0.3% 20,093 $1.5M
Triglav Investments, D.O.O. 0.12% No change 20,060 $1.5M
NorthRock Partners, LLC 0.05% Reduce -0.2% 20,055 $1.5M
Canal Insurance CO 0.34% No change 20,000 $1.4M
Viking Fund Management LLC 0.21% No change 20,000 $1.4M
RiverPark Advisors, LLC 1.25% No change 19,989 $1.4M
Chicago Capital, LLC 0.04% Add +8.5% 19,971 $1.4M
Financial Advisors Network, Inc. 0.24% Add +1.8% 19,944 $1.4M
Point72 Asia (Singapore) Pte. Ltd. 0.37% New 19,597 $1.4M
Teza Capital Management LLC 0.65% Reduce -78.4% 19,584 $1.4M
Neville Rodie & Shaw Inc. 0.11% Reduce -4.4% 19,422 $1.4M
Atria Investments, Inc 0.02% New 19,391 $1.4M
Erste Asset Management GmbH 0.02% Add +1.7% 19,820 $1.4M
Vega Investment Solutions 0.27% Add +5289.4% 19,348 $1.4M
Sands Capital Management, LLC 0.00% Add +6.5% 19,244 $1.4M
Praxis Investment Management Inc. 0.09% Reduce -0.1% 18,920 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% No change 18,816 $1.4M
DE Burlo Group Inc. 0.20% No change 18,800 $1.4M
Thoroughbred Financial Services, LLC 0.09% Reduce -3.9% 18,785 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 18,759 $1.4M
Rossmore Private Capital 0.17% Reduce -1.4% 18,581 $1.3M
DB Fitzpatrick & Co, Inc 1.27% Reduce -10.1% 18,452 $1.3M
One Wealth Advisors, LLC 0.20% Add +54.2% 18,304 $1.3M
Sandhill Capital Partners LLC 0.11% Reduce -11.7% 18,072 $1.3M
Impax Asset Management Group plc 0.01% Add +3.6% 18,069 $1.3M
Addison Advisors LLC 0.36% Reduce -0.3% 18,053 $1.3M
Wendell David Associates Inc. 0.13% Reduce -4.8% 17,895 $1.3M
Trustmark Bank Trust Department 0.10% Reduce -0.9% 17,760 $1.3M
Groupama Asset Managment 0.03% Reduce -35.5% 17,935 $1.3M
Ledyard National Bank 0.12% Reduce -3.0% 17,335 $1.3M
Harrell Investment Partners, LLC 0.37% Add +50.6% 17,296 $1.3M
Cullen/Frost Bankers, Inc. 0.02% Reduce -4.6% 17,202 $1.2M
Eads & Heald Wealth Management 0.63% Reduce -1.7% 17,130 $1.2M
Bessemer Group Inc. 0.00% Reduce -47.8% 17,101 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Add +339.2% 17,016 $1.2M
PKO Investment Management Joint-Stock Co 0.14% Add +112.5% 17,000 $1.2M
Wedbush Securities Inc. 0.05% Reduce -4.9% 16,934 $1.2M
Allstate Corp. 0.04% Reduce -5.8% 16,747 $1.2M
Advisors Asset Management, Inc. 0.02% Add +2.9% 16,715 $1.2M
Investment Management Corp of Ontario 0.02% Reduce -50.6% 16,633 $1.2M
Tema ETFs LLC 0.36% Reduce -23.5% 16,543 $1.2M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.3% 16,500 $1.2M
1248 Management, LLC 0.51% No change 16,498 $1.2M
Choreo, LLC 0.02% Reduce -10.1% 16,059 $1.2M
Waterfront Wealth Inc. 0.28% Add +0.3% 15,908 $1.2M
Squarepoint Ops LLC 0.00% Reduce -76.8% 15,839 $1.1M
V-Square Quantitative Management LLC 0.17% Add +1.7% 15,631 $1.1M
Dynamic Advisor Solutions LLC 0.04% Add +2.4% 15,506 $1.1M
Versor Investments LP 0.18% New 15,500 $1.1M
Cairn Investment Group, Inc. 0.63% Reduce -5.6% 15,300 $1.1M
Wahed Invest LLC 0.19% Reduce -1.6% 15,217 $1.1M
Arthur M. Cohen & Associates, LLC 0.21% Reduce -22.1% 15,163 $1.1M
Beck Mack & Oliver LLC 0.02% No change 15,120 $1.1M
Pittenger & Anderson Inc. 0.04% Add +0.7% 15,114 $1.1M
Burke & Herbert Bank & Trust Co. 0.26% Reduce -7.3% 15,078 $1.1M
Legacy Trust 0.26% Reduce -0.6% 15,006 $1.1M
Ally Financial Inc. 0.12% No change 15,000 $1.1M
Geneva Capital Management LLC 0.02% Reduce -1.8% 14,962 $1.1M
Graham Capital Management, L.P. 0.05% New 14,933 $1.1M
Voleon Capital Management LP 0.08% New 14,705 $1.1M
Moneta Group Investment Advisors LLC 0.01% Add +2.2% 14,530 $1.1M
Pitcairn Co. 0.06% Reduce -3.7% 14,469 $1.0M
Applied Finance Capital Management, LLC 0.08% Reduce -5.7% 14,429 $1.0M
Smithbridge Asset Management Inc. 0.19% — 14,266 $1.0M
Argent Capital Management LLC 0.03% No change 14,080 $1.0M
Bradley Foster & Sargent Inc. 0.02% Reduce -2.6% 13,990 $1.0M
MML Investors Services, LLC 0.00% Add +5.7% 13,879 $1.0M
Siemens Fonds Invest GmbH 0.07% Reduce -22.2% 13,728 $995K
Lombard Odier Asset Management (Switzerland) SA 0.06% Add +8.0% 13,695 $993K
GF Fund Management Co. LTD. 0.02% No change 13,583 $984K
Bowman & Co S.C. 0.49% Add +8.7% 13,578 $984K
Saturna Capital Corp. 0.01% Reduce -44.7% 13,410 $972K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.5% 13,254 $961K
United Services Automobile Association 0.03% No change 13,536 $960K
Private Capital Advisors, Inc. 0.11% No change 13,200 $957K
Rothschild Investment LLC 0.06% Add +1.3% 13,149 $953K
B. Riley Wealth Advisors, Inc. 0.03% New 12,865 $932K
Cove Private Wealth, LLC 0.50% No change 12,769 $925K
Suncoast Equity Management 0.10% Add +17.1% 12,753 $924K
Argentarii, LLC 0.46% Add +268.8% 12,732 $923K
Cullinan Associates Inc. 0.06% No change 12,600 $913K
GKV Capital Management Co., Inc. 0.45% Add +1.6% 12,495 $906K
Leo Wealth, LLC 0.13% Add +1.2% 12,488 $905K
Octavia Wealth Advisors, LLC 0.11% Reduce -0.1% 12,423 $900K
APG Asset Management US Inc. 0.01% No change 12,449 $895K
HighPoint Advisor Group LLC 0.05% Reduce -3.0% 11,616 $886K
BOK Financial Private Wealth, Inc. 0.07% Add +0.5% 12,158 $881K
Scotia Capital Inc. 0.00% Reduce -19.6% 12,137 $880K
Capstone Investment Advisors, LLC 0.01% Reduce -40.7% 11,977 $868K
Gateway Investment Advisers LLC 0.01% Add +2.9% 11,917 $864K
Magnolia Capital Advisors LLC 0.23% Add +13.4% 11,821 $857K
Intrust Bank NA 0.08% Add +11.2% 11,764 $853K
Inspirion Wealth Advisors, LLC 0.12% Add +4.3% 11,763 $853K
AlphaQuest LLC 0.09% Add +138.8% 11,637 $843K
Ar Asset Management Inc. 0.19% No change 11,620 $842K
Partners in Financial Planning 0.17% No change 11,584 $840K
Kestra Advisory Services, LLC 0.00% Reduce -6.1% 11,540 $836K
Bath Savings Trust Co 0.09% Reduce -42.3% 11,535 $836K
BankPlus Trust Department 0.28% Add +1.0% 11,516 $835K
Empowered Funds, LLC 0.01% Reduce -55.5% 11,376 $825K
Composition Wealth, LLC 0.02% Add +0.7% 11,249 $815K
J.W. Cole Advisors, Inc. 0.03% Add +220.2% 11,224 $814K
Linden Thomas Advisory Services, LLC 0.11% Add +8.2% 11,214 $813K
Conway Capital Management, Inc. 0.40% Reduce -0.3% 11,145 $808K
Montanova Capital, LLC 0.03% No change 11,100 $805K
Arlington Trust Co LLC 0.17% Add +1.2% 11,092 $804K
Fairtree Asset Management (Pty) Ltd 0.65% Reduce -23.7% 11,091 $804K
Savant Capital, LLC 0.01% Add +0.8% 11,083 $803K
Independent Financial Group, LLC 0.03% Add +21.7% 10,992 $797K
Bridgefront Capital, LLC 0.23% New 10,980 $796K
Ehrlich Financial Group 0.58% Add +5.7% 10,950 $794K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% Add +11.9% 10,920 $791K
Vestcor Inc 0.03% Reduce -30.9% 10,918 $791K
Flagship Harbor Advisors, LLC 0.04% Reduce -2.7% 10,906 $790K
Cresset Asset Management, LLC 0.00% Reduce -39.0% 10,817 $784K
Tiaa Trust, National Association 0.00% Reduce -1.3% 10,801 $783K
Weaver Capital Management LLC 0.21% Add +1.0% 10,798 $783K
Merit Financial Group, LLC 0.01% Add +93.4% 10,793 $782K
Fiduciary Trust Co 0.01% Reduce -28.0% 10,772 $781K
Kelly Lawrence W & Associates Inc. 0.19% Reduce -5.3% 10,725 $777K
Avantax Advisory Services, Inc. 0.00% Add +10.7% 10,707 $776K
Quadrant Capital Group LLC 0.03% Add +105.9% 10,665 $773K
Nwam LLC 0.07% Reduce -6.8% 10,587 $767K
&partners 0.01% Add +31.9% 10,760 $766K
Salem Investment Counselors Inc. 0.03% Add +9.8% 10,556 $765K
Coldstream Capital Management Inc. 0.02% Reduce -2.7% 10,539 $764K
Fayez Sarofim & Co 0.00% Reduce -23.8% 10,477 $759K
Mufg Securities Americas Inc. 0.09% Add +19.9% 10,440 $757K
1ST Source Bank 0.04% No change 10,420 $755K
Aptus Capital Advisors, LLC 0.01% Add +3.9% 10,386 $753K
Wealthspire Advisors, LLC 0.00% Add +6.5% 10,379 $752K
Aspen Investment Management Inc 0.35% Reduce -2.4% 10,360 $751K
SteelPeak Wealth, LLC 0.03% Add +192.5% 10,243 $742K
LeClair Wealth Partners LLC 0.53% Add +33.1% 10,205 $740K
Centiva Capital, LP 0.04% Add +11.6% 10,163 $737K
Malaga Cove Capital, LLC 0.32% Reduce -0.3% 10,148 $736K
1834 Investment Advisors Co. 0.09% Add +16.5% 10,107 $733K
Sagespring Wealth Partners, LLC 0.02% Reduce -10.5% 10,060 $729K
Militia Capital Partners, LP 0.59% No change 10,000 $725K
Objective Capital Management, LLC 0.92% Reduce -1.0% 9,975 $723K
First Horizon Advisors, Inc. 0.02% Reduce -10.1% 9,891 $717K
GraniteShares Advisors LLC 0.45% Reduce -5.0% 9,839 $713K
Panagora Asset Management Inc. 0.00% Reduce -0.8% 9,838 $713K
Simplify Asset Management Inc. 0.03% Reduce -87.9% 9,799 $710K
Legacy Advisors, LLC 0.07% Add +1.2% 9,785 $709K
Jones Financial Companies LLLP 0.00% Add +24.2% 9,955 $707K
Eisler Capital Management Ltd. 0.02% Reduce -29.4% 9,573 $694K
Waddell & Associates, LLC 0.08% No change 9,515 $690K
GPS Wealth Strategies Group, LLC 0.09% Reduce -12.2% 9,498 $688K
Whitener Capital Management, Inc. 0.19% Reduce -2.3% 9,473 $687K
Values Added Financial LLC 0.38% Add +1.0% 9,453 $685K
Wedmont Private Capital 0.04% Add +18.1% 9,860 $684K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -24.4% 9,435 $684K
Whittier Trust Co. 0.01% No change 9,420 $683K
D.A. Davidson & Co. 0.01% Reduce -7.2% 9,313 $675K
Twin Capital Management Inc. 0.08% Add +0.7% 9,011 $653K
NJ State Employees Deferred Compensation Plan 0.08% No change 9,000 $652K
Caprock Group, LLC 0.02% Add +6.6% 8,965 $650K
Clarity Capital Partners LLC 0.26% Reduce -19.9% 8,920 $647K
Flputnam Investment Management Co. 0.01% Reduce -12.0% 8,798 $638K
Trust Point Inc. 0.06% Reduce -6.2% 8,780 $636K
Penobscot Investment Management Company, Inc. 0.06% Reduce -41.7% 8,740 $633K
Farther Finance Advisors, LLC 0.02% Add +390.7% 8,808 $633K
Silvercrest Asset Management Group LLC 0.00% Add +0.7% 8,726 $632K
Callan Family Office, LLC 0.05% Add +15.5% 8,690 $630K
Bailard, Inc. 0.02% Add +8.3% 8,656 $627K
Townsquare Capital LLC 0.01% Add +33.0% 8,649 $627K
Beaumont Financial Advisors, LLC 0.05% Add +0.8% 8,578 $622K
Ironwood Investment Counsel, LLC 0.11% Reduce -2.3% 8,553 $620K
Caisse de depot et placement du Quebec 0.00% New 8,542 $619K
Horizon Investments, LLC 0.02% Add +3.3% 8,516 $617K
Harbor Capital Advisors, Inc. 0.03% Reduce -23.6% 8,503 $616K
Hancock Whitney Corp. 0.02% Reduce -58.5% 8,450 $612K
Ellevest, Inc. 0.04% Add +11.6% 8,401 $609K
Integrated Wealth Concepts LLC 0.01% Reduce -14.2% 8,400 $609K
Johnson Investment Counsel Inc. 0.01% Reduce -2.4% 8,295 $601K
Wilmington Savings Fund Society, FSB 0.01% Add +0.4% 8,250 $598K
Financial Management Network Inc. 0.13% No change 8,637 $596K
Daymark Wealth Partners, LLC 0.03% Add +0.7% 8,171 $592K
White Lighthouse Investment Management Inc. 0.11% No change 8,142 $590K
Meeder Advisory Services, Inc. 0.04% Reduce -7.3% 8,140 $590K
Elevation Point Wealth Partners, LLC 0.05% Reduce -5.5% 8,091 $586K
Profund Advisors LLC 0.03% Reduce -2.8% 8,065 $585K
Highview Capital Management LLC 0.24% No change 8,025 $582K
iSAM Funds (UK) Ltd 0.29% New 7,970 $578K
Leisure Capital Management 0.24% Reduce -3.2% 7,968 $578K
Axxcess Wealth Management, LLC 0.02% Reduce -25.2% 7,958 $577K
Advisor Resource Council 0.05% New 7,991 $576K
Grant/GrossMendelsohn, LLC 0.32% Reduce -0.5% 7,623 $576K
Apollon Wealth Management, LLC 0.01% Add +8.9% 7,916 $574K
Lazard Asset Management LLC 0.00% Add +71.7% 7,876 $570K
Destination Wealth Management 0.02% Reduce -1.2% 7,801 $565K
Wealthcare Advisory Partners LLC 0.02% Add +5.8% 7,769 $563K
Blue Trust, Inc. 0.01% Reduce -2.7% 7,579 $549K
Busey Bank 0.02% Reduce -4.1% 7,562 $548K
Joel Isaacson & Co., LLC 0.02% No change 7,512 $544K
Canopy Partners, LLC 0.21% No change 7,476 $542K
Geneos Wealth Management Inc. 0.02% Add +7.2% 7,463 $541K
Paces Ferry Wealth Advisors, LLC 0.27% Reduce -1.9% 7,428 $538K
Focus Partners Advisor Solutions, LLC 0.01% Add +76.2% 7,389 $535K
Nixon Peabody Trust Co. 0.05% Reduce -4.3% 7,348 $533K
Symphony Financial Services, Inc. 0.35% Reduce -7.6% 7,325 $531K
Cornerstone Advisors, LLC 0.02% Reduce -27.0% 7,300 $529K
Florida Trust Wealth Management Co 0.02% Reduce -1.3% 7,276 $527K
Empirical Asset Management, LLC 0.18% Add +109.5% 7,268 $527K
Aviance Capital Partners, LLC 0.07% Reduce -7.7% 7,194 $521K
Van Strum & Towne Inc. 0.17% No change 7,134 $517K
Soltis Investment Advisors LLC 0.05% Add +0.6% 7,127 $517K
HM Payson & Co. 0.01% Add +2.9% 7,121 $516K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.3% 7,107 $515K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 7,032 $510K
WealthPlan Investment Management, LLC 0.05% Add +1.4% 7,000 $507K
Ipswich Investment Management Co., Inc. 0.13% No change 6,959 $504K
North Star Investment Management Corp. 0.04% No change 6,882 $499K
Chapin Davis, Inc. 0.17% Add +0.6% 6,865 $498K
Chicago Partners Investment Group LLC 0.02% Reduce -12.7% 6,625 $497K
Trust Asset Management LLC 0.04% Reduce -5.2% 6,825 $495K
Rice Hall James & Associates, LLC 0.03% Add +1.7% 6,665 $483K
Mgo One Seven LLC 0.02% Add +0.1% 6,662 $483K
Atria Wealth Solutions, Inc. 0.01% Reduce -81.7% 6,662 $483K
Baldwin Wealth Partners LLC 0.03% Reduce -4.9% 6,648 $482K
Ramiah Investment Group 0.45% Reduce -5.8% 6,513 $472K
Union Bancaire Privee, UBP SA 0.01% Reduce -55.3% 6,622 $471K
Paradigm Capital Management Inc. 0.03% No change 6,500 $471K
Atlas Brown,Inc. 0.16% No change 6,464 $469K
Humankind Investments LLC 0.12% Reduce -7.4% 6,459 $468K
Guinness Asset Management LTD 0.01% Reduce -15.9% 6,400 $463K
Hall Laurie J Trustee 0.16% Reduce -5.6% 6,360 $461K
Peak Asset Management, LLC 0.09% No change 6,343 $460K
CW Advisors, LLC 0.01% New 6,359 $459K
First Bank & Trust 0.09% Add +3.6% 6,333 $459K
CWS Financial Advisors, LLC 0.14% No change 6,312 $457K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -1.1% 6,308 $457K
Ingalls & Snyder LLC 0.02% Reduce -6.1% 6,312 $457K
Rehmann Capital Advisory Group 0.03% Reduce -0.3% 6,298 $456K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -2.1% 6,242 $452K
Frank, Rimerman Advisors LLC 0.04% Reduce -7.9% 6,234 $452K
Brevan Howard Capital Management LP 0.01% Reduce -47.6% 6,218 $451K
Bfsg, LLC 0.05% Reduce -0.7% 6,210 $450K
Cary Street Partners Financial LLC 0.01% Reduce -7.1% 6,208 $450K
Signaturefd, LLC 0.01% Add +11.5% 6,202 $450K
Romano Brothers and Company 0.06% No change 6,172 $447K
Presidio Capital Management, LLC 0.18% Add +0.4% 6,107 $443K
IFP Advisors, Inc 0.01% Add +113.6% 6,103 $442K
Connecticut Wealth Management, LLC 0.02% Reduce -14.3% 6,099 $442K
Ontario Teachers Pension Plan Board 0.01% Reduce -69.0% 6,094 $442K
Benjamin Edwards Inc. 0.01% Reduce -68.5% 6,032 $437K
Forum Financial Management, LP 0.01% Add +4.0% 6,013 $436K
Capital Advisors Inc. 0.01% Add +0.3% 5,948 $431K
Cigna Investments Inc. 0.08% Reduce -3.3% 5,927 $429K
TD Waterhouse Canada Inc. 0.00% Add +17.6% 5,962 $428K
Atlantic Private Wealth, LLC 0.32% No change 5,910 $428K
Acima Private Wealth, LLC 0.15% No change 5,904 $428K
Bank Pictet & Cie (Europe) AG 0.01% Reduce -42.3% 5,902 $428K
Dakota Wealth Management 0.01% Add +0.2% 5,902 $428K
Sterling Capital Management LLC 0.01% Reduce -5.6% 5,899 $428K
E Fund Management Co., Ltd. 0.02% Reduce -0.4% 5,822 $422K
Capital Investment Advisors, LLC 0.01% Add +0.7% 5,775 $419K
Fifth Third Wealth Advisors LLC 0.02% Add +2.0% 5,696 $413K
Brookstone Capital Management 0.01% Add +3.0% 5,648 $409K
Aaron Wealth Advisors LLC 0.05% Reduce -10.7% 5,613 $407K
Vestmark Advisory Solutions, Inc. 0.01% Add +104.1% 5,608 $406K
Curi Capital, LLC 0.01% Reduce -68.7% 5,576 $404K
Lee Danner & Bass Inc. 0.03% No change 5,576 $404K
Mayflower Financial Advisors, LLC 0.06% Reduce -0.6% 5,541 $402K
Annex Advisory Services, LLC 0.01% Add +1.7% 5,511 $399K
CHICAGO TRUST Co NA 0.07% Reduce -2.8% 5,505 $399K
Jain Global LLC 0.01% New 5,503 $399K
Procyon Advisors, LLC 0.02% Reduce -0.2% 5,495 $398K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +12.2% 5,494 $398K
McKinley Carter Wealth Services, Inc. 0.02% No change 5,490 $398K
Fulton Bank, N.A. 0.02% Reduce -0.5% 5,485 $398K
Retireful, LLC 0.37% New 5,459 $387K
FineMark National Bank & Trust 0.01% No change 5,340 $387K
Keel Point, LLC 0.03% Add +10.6% 5,322 $386K
Forbes J M & Co. LLP 0.04% Reduce -5.8% 5,285 $383K
Valmark Advisers, Inc. 0.01% Reduce -0.4% 5,281 $383K
Abn Amro Investment Solutions 0.01% Reduce -87.2% 5,262 $381K
North Capital, Inc. 0.36% — 5,244 $380K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% No change 5,355 $380K
Baron Capital (BAMCO) 0.00% No change 5,190 $376K
Lindbrook Capital, LLC 0.03% Add +22.9% 5,159 $374K
SIH Partners, LLLP 0.03% New 5,158 $374K
Institute for Wealth Management, LLC. 0.05% No change 5,155 $374K
Independent Advisor Alliance 0.01% Add +1.8% 5,137 $372K
Valeo Financial Advisors, LLC 0.01% Add +2.8% 5,136 $372K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 5,137 $372K
Allred Capital Management, LLC 0.15% Reduce -30.3% 5,132 $372K
Caxton Associates LLP 0.01% — 5,110 $370K
Ballentine Partners, LLC 0.01% Reduce -6.8% 5,109 $370K
Bahl & Gaynor LLC 0.00% No change 5,098 $370K
Alps Advisors Inc. 0.00% New 5,090 $369K
Rothschild Wealth LLC 0.10% Add +2.5% 5,072 $368K
Cim Investment Management Inc. 0.08% Reduce -0.1% 5,070 $367K
Capital Group Private Client Services, Inc. 0.00% Reduce -1.9% 5,068 $367K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -1.0% 5,043 $366K
Liberty Capital Management, Inc. 0.08% No change 5,040 $365K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.9% 5,034 $365K
Larson Financial Group LLC 0.02% Add +47.4% 5,033 $365K
Sava Infond d.o.o. 0.07% No change 5,000 $362K
Granite Harbor Advisors, Inc. 0.19% Add +10.2% 4,989 $362K
Palisade Asset Management, LLC 0.04% No change 4,985 $361K
Commerzbank Aktiengesellschaft 0.01% No change 4,980 $361K
AlTi Global, Inc. 0.01% Reduce -14.3% 4,972 $360K
Forefront Analytics, LLC 0.41% Add +54.1% 4,971 $360K
Midland Wealth Advisors, LLC 0.02% No change 4,950 $359K
Trueblood Wealth Management, LLC 0.17% Add +34.0% 4,949 $359K
Natural Investments, LLC 0.10% Reduce -6.8% 4,941 $358K
Sound View Wealth Advisors Group, LLC 0.03% Add +4.8% 4,914 $356K
Peterson Wealth Services 0.11% Add +2.3% 4,894 $355K
Montis Financial, LLC 0.10% No change 4,866 $353K
Hills Bank & Trust Co 0.02% No change 4,846 $351K
Probity Advisors, Inc. 0.07% Add +21.6% 4,843 $351K
Paloma Partners Management Co 0.12% New 4,776 $346K
Benin Management CORP 0.10% Add +0.7% 4,776 $346K
Clarius Group, LLC 0.02% Reduce -1.6% 4,769 $346K
HRT Financial LP 0.00% New 4,749 $344K
Westpac Banking Corp. 0.03% New 4,739 $343K
Stonebrook Private Inc. 0.09% Reduce -48.9% 4,731 $343K
GAMMA Investing LLC 0.03% Reduce -1.2% 4,704 $341K
Journey Advisory Group, LLC 0.03% New 4,695 $340K
Equitable Holdings, Inc. 0.00% Add +22.0% 4,695 $340K
GTS Securities LLC 0.01% Reduce -1.4% 4,678 $339K
WD Rutherford LLC 0.18% Reduce -49.5% 4,785 $339K
Syon Capital LLC 0.03% Reduce -2.8% 4,671 $339K
Koshinski Asset Management, Inc. 0.03% Reduce -0.7% 4,667 $338K
Financial Counselors Inc. 0.01% Add +1.6% 4,645 $337K
Capital Investment Counsel, Inc 0.05% Reduce -9.8% 4,625 $335K
Smartleaf Asset Management LLC 0.03% Reduce -18.4% 4,725 $335K
Meridian Wealth Management, LLC 0.02% Reduce -0.1% 4,601 $333K
M&G PLC 0.00% No change 4,622 $333K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.6% 4,584 $332K
JFG Wealth Management, LLC 0.08% Add +15.0% 4,580 $332K
BLB&B Advisors, LLC 0.02% Add +9.6% 4,559 $330K
Supplemental Annuity Collective Trust of NJ 0.10% No change 4,500 $326K
Marex Group Ltd 0.01% Reduce -6.8% 4,482 $325K
Plato Investment Management Ltd 0.03% Reduce -3.0% 4,425 $324K
Corient IA LP 0.23% — 4,400 $319K
Brighton Jones LLC 0.01% Add +22.1% 4,380 $317K
Checchi Capital Advisers, LLC 0.02% Add +0.3% 4,379 $317K
Tritonpoint Wealth, LLC 0.03% Add +11.2% 4,378 $317K
ZWJ Investment Counsel Inc. 0.01% No change 4,364 $316K
IHT Wealth Management, LLC 0.01% Reduce -3.7% 4,358 $316K
Perigon Wealth Management, LLC 0.01% Add +6.9% 4,325 $313K
MBB Public Markets I LLC 0.04% New 4,322 $313K
Pinnacle Associates Ltd. 0.00% Reduce -3.7% 4,312 $313K
RW Investment Management LLC 0.04% No change 4,304 $312K
Verus Capital Partners, LLC 0.03% Reduce -0.2% 4,300 $312K
SVB Wealth LLC 0.01% Reduce -2.3% 4,285 $311K
RMR Wealth Builders 0.03% Add +0.2% 4,206 $305K
Graypoint LLC 0.02% Add +25.9% 4,193 $304K
Ascent Wealth Partners, LLC 0.04% Add +18.1% 4,187 $303K
Two Sigma Securities, LLC 0.05% New 4,180 $303K
Prosperity Consulting Group, LLC 0.02% Add +6.8% 4,172 $302K
Rockland Trust Co. 0.02% Reduce -4.5% 4,155 $301K
Mather Group, Llc. 0.00% Add +12.2% 4,142 $300K
Tributary Capital Management, LLC 0.03% Reduce -31.5% 4,125 $299K
Summit Financial, LLC 0.01% Reduce -32.2% 4,121 $299K
MIdWestOne Financial Group, Inc. 0.04% Add +3.8% 4,076 $295K
Patrick M Sweeney & Associates, Inc. 0.22% Add +7.4% 4,075 $295K
Crux Wealth Advisors 0.15% Reduce -37.1% 4,057 $294K
Sigma Planning Corp 0.01% Add +4.9% 4,055 $294K
Sara-Bay Financial 0.13% Reduce -15.1% 4,120 $292K
Trust Co. of Oklahoma 0.10% Reduce -16.8% 4,006 $290K
Fortis Advisors, LLC 0.19% No change 4,000 $290K
Prime Capital Investment Advisors, LLC 0.00% New 3,998 $290K
Sanders Morris Harris LLC 0.05% No change 4,020 $289K
SeaCrest Wealth Management, LLC 0.03% Reduce -3.6% 3,981 $289K
Private Trust Co. NA 0.03% Add +15.3% 3,966 $287K
Castle Rock Wealth Management, LLC 0.08% Add +0.4% 3,942 $284K
CX Institutional 0.01% Reduce -1.8% 3,898 $283K
Center for Financial Planning, Inc. 0.04% Add +1.4% 3,901 $283K
Hedges Asset Management LLC 0.19% No change 3,900 $283K
Maple Capital Management, Inc. 0.02% Add +7.8% 3,852 $279K
Premier Path Wealth Partners, LLC 0.04% Add +0.2% 3,815 $277K
Winthrop Advisory Group LLC 0.03% No change 3,801 $275K
Verdence Capital Advisors LLC 0.02% Reduce -61.9% 3,780 $274K
Fidelis Capital Partners, LLC 0.03% Reduce -9.1% 3,601 $274K
Level Four Advisory Services, LLC 0.01% Reduce -1.4% 3,771 $273K
Prasad Wealth Partners, LLC 0.09% Add +0.5% 3,765 $273K
Evergreen Capital Management LLC 0.01% Add +20.1% 3,761 $273K
Confluence Wealth Services, Inc. 0.02% Reduce -25.4% 3,851 $271K
First National Trust Co 0.01% Add +4.9% 3,704 $268K
Nomura Holdings Inc. 0.00% New 3,683 $267K
Mutual Advisors, LLC 0.01% Reduce -5.9% 3,498 $266K
Purus Wealth Management, LLC 0.11% Add +1.7% 3,649 $264K
Allworth Financial LP 0.00% Add +6.3% 3,513 $264K
Strategic Blueprint, LLC 0.01% Add +32.6% 3,631 $263K
Logan Capital Management Inc. 0.01% No change 3,621 $262K
Bragg Financial Advisors, Inc 0.01% Reduce -1.1% 3,565 $258K
Performance Wealth Partners, LLC 0.01% Reduce -5.0% 3,525 $255K
Brown Capital Management LLC 0.01% Reduce -53.2% 3,508 $254K
Buffington Mohr McNeal 0.05% No change 3,500 $254K
Oakworth Capital, Inc. 0.02% No change 3,500 $254K
Leavell Investment Management, Inc. 0.01% No change 3,473 $252K
Howard Capital Management, LLC 0.01% Reduce -13.3% 3,472 $252K
SC&H Financial Advisors, Inc. 0.05% No change 3,462 $251K
Wolf Group Capital Advisors 0.08% New 3,450 $250K
Unique Wealth, LLC 0.05% New 3,426 $248K
Inceptionr LLC 0.07% Reduce -81.3% 3,422 $248K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 3,417 $248K
Baker Ellis Asset Management LLC 0.04% No change 3,350 $243K
Resonant Capital Advisors, LLC 0.02% Reduce -0.9% 3,350 $243K
Torray Investment Partners LLC 0.04% No change 3,324 $241K
Shelton Capital Management 0.01% Reduce -3.0% 3,301 $239K
DDFG, Inc 0.07% No change 3,300 $239K
Conning Inc. 0.01% Reduce -25.9% 3,292 $239K
Aspire Growth Partners LLC 0.21% Reduce -0.9% 3,171 $238K
Cordgrass Capital Advisors, LLC 0.07% Reduce -56.8% 3,276 $237K
Everhart Financial Group, Inc. 0.03% New 3,268 $237K
Strait & Sound Wealth Management LLC 0.11% No change 3,213 $233K
Oak Asset Management, LLC 0.09% Reduce -13.5% 3,199 $232K
Alta Advisers Ltd 0.10% New 3,185 $231K
Parsons Capital Management Inc. 0.01% Reduce -3.5% 3,169 $230K
Integrity Alliance, Llc. 0.01% New 3,168 $230K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -90.7% 3,147 $228K
Seed Wealth Management, Inc. 0.18% No change 3,120 $226K
Clare Market Investments LLC 0.06% Reduce -9.4% 3,110 $225K
KCM Investment Advisors LLC 0.01% Reduce -24.4% 3,101 $225K
Fagan Associates, Inc. 0.04% Reduce -20.6% 3,092 $224K
Kera Capital Partners, Inc. 0.07% Add +5.0% 3,090 $224K
Spectrum Wealth Counsel, LLC 0.03% Reduce -1.8% 3,088 $224K
Phoenix Financial Ltd. 0.00% Reduce -93.1% 3,065 $222K
Pallas Capital Advisors LLC 0.01% New 3,068 $222K
Carnegie Investment Counsel 0.01% Reduce -21.9% 3,200 $221K
Legacy Wealth Management, LLC / MS 0.07% Reduce -78.4% 3,045 $221K
First Merchants Corp. 0.01% Reduce -70.9% 3,040 $220K
Bourgeon Capital Management LLC 0.05% Reduce -4.2% 3,018 $219K
Cornerstone National Bank & Trust Co 0.10% No change 3,000 $217K
Empire Financial Management Company, LLC 0.07% No change 3,000 $217K
Mason & Associates Inc 0.05% Reduce -57.8% 2,982 $216K
Spire Wealth Management 0.01% Reduce -3.9% 2,980 $216K
Bridges Investment Management Inc. 0.00% Reduce -77.7% 2,976 $216K
Cascade Investment Group, Inc. 0.17% No change 2,965 $215K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +186.9% 2,941 $213K
Vestor Capital, LLC 0.02% Reduce -2.4% 2,940 $213K
Trust Co. of Vermont 0.01% Reduce -6.1% 2,938 $213K
Citizens Financial Group Inc. 0.00% New 2,933 $213K
UMB Bank, n.a. 0.00% Reduce -38.6% 2,923 $212K
Sage Mountain Advisors LLC 0.02% New 2,916 $211K
Leonteq Securities AG 0.02% Reduce -52.3% 2,912 $211K
Watts Gwilliam & Co., LLC 0.05% New 2,900 $210K
Sciencast Management LP 0.05% New 2,872 $208K
Schulhoff & Co. Inc. 0.09% New 2,856 $207K
Wealth Architects, LLC 0.02% Reduce -1.4% 2,834 $205K
Evermay Wealth Management LLC 0.03% Add +9.8% 2,827 $205K
Mitchell Sinkler & Starr 0.06% No change 2,800 $203K
Financial Security Advisor, Inc. 0.05% No change 2,779 $201K
Heritage Trust Co 0.02% No change 2,775 $201K
Rockline Wealth Management, LLC 0.06% No change 2,772 $201K
LCM Capital Management Inc 0.12% New 2,760 $200K
Principal Securities, Inc. 0.00% No change 2,636 $195K
State of Wyoming 0.03% Add +38.3% 2,676 $194K
Stonebridge Financial Group, LLC 0.02% Add +0.5% 2,653 $192K
CENTRAL TRUST Co 0.00% Add +4.0% 2,646 $192K
Harbour Investments, Inc. 0.01% Reduce -0.1% 2,611 $189K
Federated Hermes, Inc. 0.00% Add +128.2% 2,592 $188K
Independence Bank of Kentucky 0.03% No change 2,550 $185K
Brooklyn Investment Group 0.04% Reduce -37.8% 2,510 $182K
Glass Jacobson Investment Advisors llc 0.06% No change 2,450 $181K
Allianz SE 0.00% Reduce -45.4% 2,490 $180K
Capital Advisors, Ltd. LLC 0.02% Add +0.0% 2,446 $177K
Clearstead Advisors, LLC 0.00% Add +12.8% 2,382 $173K
Key Financial Inc 0.04% No change 2,312 $168K
Groupe la Francaise 0.00% Reduce -13.5% 2,340 $167K
Golden State Wealth Management, LLC 0.02% No change 2,282 $165K
Perkins Coie Trust Co 0.04% No change 2,248 $163K
EverSource Wealth Advisors, LLC 0.01% Add +70.3% 2,221 $161K
Duncker Streett & Co. Inc. 0.03% Reduce -19.5% 2,149 $156K
Glen Eagle Advisors, LLC 0.03% Reduce -75.9% 2,094 $152K
Heritage Wealth Advisors 0.01% Reduce -3.1% 2,063 $150K
Globeflex Capital L P 0.01% New 2,015 $146K
Cromwell Holdings LLC 0.09% Reduce -0.1% 1,976 $143K
Hendershot Investments Inc. 0.02% No change 1,929 $140K
Broadwater Capital Management LLC 0.11% No change 1,920 $139K
Ostrum Asset Management 0.01% Reduce -2.6% 1,814 $131K
Clearstead Trust, LLC 0.03% No change 1,713 $124K
Truvestments Capital LLC 0.03% Add +3.6% 1,708 $124K
Versant Capital Management, Inc 0.02% Add +9.3% 1,698 $123K
American National Bank & Trust 0.01% Add +0.4% 1,696 $123K
Goodman Advisory Group, LLC 0.04% New 1,680 $122K
Sentry Investment Management LLC 0.08% Reduce -23.0% 1,753 $121K
AdvisorNet Financial, Inc 0.01% Add +11.5% 1,663 $121K
Plante Moran Financial Advisors, LLC 0.01% Reduce -37.9% 1,623 $118K
Quent Capital, LLC 0.01% Add +4.9% 1,551 $112K
Covestor Ltd 0.07% Reduce -7.4% 1,525 $111K
Orion Capital Management LLC 0.05% No change 1,524 $110K
Eastern Bank 0.00% Add +4.9% 1,511 $110K
GeoWealth Management, LLC 0.00% Reduce -24.1% 1,439 $104K
Battery Global Advisors, LLC 0.06% No change 1,434 $104K
LRI Investments, LLC 0.01% Add +2.0% 14,824 $101K
Paladin Advisory Group, LLC 0.08% No change 1,356 $98K
Parkside Financial Bank & Trust 0.01% Add +2.2% 1,325 $96K
Sierra Ocean, LLC 0.08% No change 1,320 $96K
Tortoise Investment Management, LLC 0.01% No change 1,306 $95K
Frazier Financial Advisors, LLC 0.07% No change 1,302 $94K
LFA - Lugano Financial Advisors SA 0.06% No change 1,300 $94K
GoalVest Advisory LLC 0.02% Add +93.5% 1,248 $90K
Johnson Financial Group, Inc. 0.00% No change 1,219 $88K
Kennebec Savings Bank 0.09% No change 1,200 $87K
Westside Investment Management, Inc. 0.02% No change 1,200 $87K
Compagnie Lombard Odier SCmA 0.00% New 1,200 $87K
Cyrus J. Lawrence, LLC 0.33% No change 1,200 $86K
Wellington Shields & Co., LLC 0.03% Add +15.0% 1,150 $83K
Mirova 0.01% No change 1,143 $83K
Arax Advisory Partners 0.01% Reduce -34.3% 1,119 $81K
Alpine Bank Wealth Management 0.01% — 1,098 $80K
McIlrath & Eck, LLC 0.01% No change 1,082 $78K
Bogart Wealth, LLC 0.00% Reduce -98.9% 1,040 $75K
Cary Street Partners Investment Advisory LLC 0.04% Add +71.5% 1,034 $75K
Clean Yield Group 0.02% No change 1,010 $73K
Ransom Advisory, Ltd 0.04% New 1,000 $72K
Grove Bank & Trust 0.01% No change 961 $70K
First Financial Corp. 0.03% Reduce -20.8% 954 $69K
Whittier Trust Co. of Nevada Inc. 0.00% Add +2.7% 945 $68K
Zions Bancorporation, National Association 0.00% — 937 $68K
Atwood & Palmer Inc. 0.00% No change 912 $66K
Evelyn Partners Investment Management LLP 0.00% Reduce -31.3% 903 $65K
Pilgrim Partners Asia Pte Ltd 0.06% No change 880 $64K
SBI Securities Co., Ltd. 0.00% Add +1.3% 849 $62K
Cypress Capital Management LLC (WY) 0.07% No change 830 $60K
Quarry LP 0.02% Reduce -88.3% 819 $59K
Indiana Trust & Investment Management Co 0.02% No change 815 $59K
CVA Family Office, LLC 0.01% Reduce -17.4% 804 $58K
Avalon Trust Co 0.00% Reduce -46.7% 800 $58K
Opal Wealth Advisors, LLC 0.02% New 779 $56K
Smithfield Trust Co 0.00% Reduce -0.4% 771 $54K
Bangor Savings Bank 0.00% No change 700 $51K
Princeton Global Asset Management LLC 0.01% Reduce -1.4% 690 $50K
N.E.W. Advisory Services LLC 0.00% New 689 $50K
Brown Brothers Harriman & Co. 0.00% Reduce -42.4% 681 $49K
Headlands Technologies LLC 0.01% New 668 $48K
City State Bank 0.02% No change 667 $48K
Walleye Capital LLC 0.00% Reduce -86.3% 657 $48K
Sandy Spring Bank 0.00% Reduce -57.2% 636 $46K
JFS Wealth Advisors, LLC 0.00% Reduce -0.3% 634 $46K
Citizens National Bank Trust Department 0.01% New 625 $45K
Ulland Investment Advisors, LLC 0.04% No change 615 $45K
Roble, Belko & Company, Inc 0.01% No change 618 $45K
Assetmark, Inc. 0.00% Reduce -43.2% 615 $45K
Burkett Financial Services, LLC 0.02% No change 600 $43K
Sunbelt Securities, Inc. 0.00% No change 600 $43K
Peoples Bank 0.03% No change 600 $43K
Itau Unibanco Holding S.A. 0.00% No change 588 $43K
Hemington Wealth Management 0.01% Add +10.9% 582 $42K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 570 $41K
NBT Bank, N.A. 0.00% No change 546 $40K
Ascentis Wealth Management, LLC 0.01% New 535 $38K
New England Capital Financial Advisors LLC 0.02% No change 528 $38K
Manchester Capital Management LLC 0.00% Add +4.1% 510 $37K
Pingora Partners LLC 0.03% No change 500 $36K
Monetary Management Group Inc. 0.01% No change 500 $36K
Security National Bank 0.01% No change 500 $36K
Deseret Mutual Benefit Administrators 0.02% No change 488 $35K
Mark Sheptoff Financial Planning, LLC 0.02% No change 480 $35K
SOA Wealth Advisors, LLC. 0.01% No change 478 $35K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +14.9% 471 $34K
FSA Wealth Management LLC 0.01% No change 455 $33K
Continuum Advisory, LLC 0.00% Reduce -9.4% 455 $33K
JNBA Financial Advisors 0.00% No change 450 $33K
Rise Advisors, LLC 0.01% Reduce -7.4% 448 $32K
FWL Investment Management, LLC 0.01% No change 440 $32K
Webster Bank, N. A. 0.00% No change 420 $30K
Tradewinds Capital Management, LLC 0.01% Add +102.5% 405 $29K
Global X Japan Co., Ltd. 0.00% Add +116.1% 402 $29K
Costello Asset Management, INC 0.01% New 400 $29K
Y.D. More Investments Ltd 0.00% No change 400 $29K
Rossby Financial, LCC 0.01% New 376 $29K
Millstone Evans Group, LLC 0.02% No change 390 $28K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 385 $28K
NFJ Investment Group, LLC 0.00% No change 382 $28K
GW&K Investment Management, LLC 0.00% Reduce -9.5% 371 $27K
SouthState Bank Corp 0.00% New 367 $27K
MCF Advisors LLC 0.00% Reduce -6.2% 364 $26K
Quantbot Technologies LP 0.00% New 362 $26K
Riverview Trust Co 0.03% Reduce -2.7% 357 $26K
Crowley Wealth Management, Inc. 0.02% No change 352 $26K
Prestige Wealth Management Group LLC 0.01% No change 326 $24K
First Community Trust NA 0.02% No change 314 $23K
Hughes Financial Services, LLC 0.00% New 315 $23K
Creative Financial Designs Inc. 0.00% No change 303 $22K
Synergy Investment Management, LLC 0.01% No change 302 $22K
Midwest Capital Advisors, LLC 0.01% No change 290 $21K
Cornerstone Planning Group LLC 0.00% Add +10.7% 291 $21K
Private Wealth Asset Management, LLC 0.00% — 267 $19K
China Universal Asset Management Co., Ltd. 0.00% No change 256 $19K
MV Capital Management, Inc. 0.00% Reduce -7.3% 254 $18K
CoreCap Advisors, LLC 0.00% Reduce -0.8% 249 $18K
American Capital Advisory, LLC 0.01% Add +2.1% 245 $18K
Greykasell Wealth Strategies, Inc. 0.01% New 240 $17K
Front Row Advisors LLC 0.01% No change 240 $17K
BNP Paribas 0.00% New 1 $17K
Bell Investment Advisors, Inc 0.00% Reduce -27.6% 234 $17K
Saudi Central Bank 0.09% New 232 $17K
NewSquare Capital LLC 0.00% Add +354.9% 232 $17K
Binnacle Investments Inc 0.01% — 225 $16K
Hexagon Capital Partners LLC 0.00% Reduce -52.6% 218 $16K
Curio Wealth, LLC 0.01% Reduce -99.5% 1 $15K
Trust Co 0.00% New 210 $15K
NFSG Corp 0.00% No change 206 $15K
Main Street Group, LTD 0.01% No change 200 $14K
Caldwell Trust Co 0.00% New 200 $14K
Quest 10 Wealth Builders, Inc. 0.02% Add +71.5% 199 $14K
Stone House Investment Management, LLC 0.00% New 199 $14K
Strategic Investment Solutions, Inc. 0.00% No change 192 $14K
Kestra Investment Management, LLC 0.00% Add +185.1% 191 $14K
Operose Advisors LLC 0.00% No change 183 $13K
Wood Tarver Financial Group, LLC 0.00% No change 175 $13K
Sound Income Strategies, LLC 0.00% Add +496.6% 173 $13K
Activest Wealth Management 0.00% Add +4025.0% 165 $12K
Red Tortoise LLC 0.01% No change 155 $11K
ORG Partners LLC 0.00% Reduce -87.5% 150 $11K
Archer Investment Corp 0.00% Add +98.6% 143 $10K
Dunhill Financial, LLC 0.00% Reduce -6.5% 143 $10K
Cherry Tree Wealth Management, LLC 0.00% No change 142 $10K
Hazlett, Burt & Watson, Inc. 0.00% No change 141 $10K
JDM Financial Group LLC 0.01% No change 135 $10K
Raffa Wealth Management, LLC 0.00% No change 129 $9K
Provenance Wealth Advisors, LLC 0.00% No change 125 $9K
City Holding Co. 0.00% New 125 $9K
Winch Advisory Services, LLC 0.00% No change 120 $9K
Fortis Group Advisors, LLC 0.00% No change 120 $9K
IAG Wealth Partners, LLC 0.00% New 120 $9K
Meeder Asset Management Inc. 0.00% Reduce -34.5% 116 $8K
Whipplewood Advisors, LLC 0.00% Add +21.1% 138 $8K
WealthCollab, LLC 0.00% Add +93.0% 110 $8K
Pflug Koory, LLC 0.00% No change 109 $8K
Exane Asset Management 0.00% Reduce -98.7% 100 $8K
High Note Wealth, LLC 0.00% Reduce -1.9% 106 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -28.1% 105 $8K
Wolff Wiese Magana LLC 0.01% Add +47.1% 103 $7K
Toth Financial Advisory Corp. 0.00% Reduce -16.7% 100 $7K
TrinityBridge Ltd 0.00% No change 100 $7K
Hantz Financial Services, Inc. 0.00% Add +30.8% 102 $7K
Fortitude Family Office, LLC 0.00% No change 96 $7K
Nemes Rush Group LLC 0.00% Reduce -65.1% 96 $7K
Investors Research Corp 0.00% No change 94 $7K
Atala Financial Inc 0.00% No change 92 $7K
Aventura Private Wealth, LLC 0.00% No change 92 $7K
Pinnacle Bancorp, Inc. 0.00% Reduce -87.2% 90 $7K
CNB Bank 0.00% No change 89 $6K
Robinswood Financial LLC 0.00% New 87 $6K
Briaud Financial Planning Inc 0.00% Reduce -12.0% 88 $6K
Ogorek Anthony Joseph /NY/ 0.00% New 93 $6K
True Wealth Design, LLC 0.00% Add +305.0% 81 $6K
DT Investment Partners, LLC 0.00% No change 81 $6K
Compass Planning Associates Inc 0.01% No change 80 $6K
Solstein Capital, LLC 0.00% No change 77 $6K
Rakuten Securities, Inc. 0.00% Reduce -71.0% 73 $5K
Beacon Capital Management, LLC 0.00% No change 71 $5K
Financial Management Professionals, Inc. 0.00% Add +900.0% 70 $5K
Laurel Wealth Advisors LLC 0.00% No change 69 $5K
Lanark Financial, Inc. 0.00% — 75 $5K
Parvin Asset Management, LLC 0.01% New 66 $5K
Park Place Capital Corp 0.00% Reduce -2.9% 66 $5K
Ancora Advisors LLC 0.00% Reduce -41.4% 65 $5K
WealthTrak Capital Management LLC 0.00% Add +62.5% 65 $5K
Bruce G. Allen Investments, LLC 0.00% No change 64 $5K
Private Wealth Management Group, LLC 0.00% Add +1.6% 64 $5K
Financial Perspectives, Inc 0.00% No change 62 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +47.6% 62 $4K
SJS Investment Consulting Inc. 0.00% Add +9.1% 60 $4K
Picton Mahoney Asset Management 0.00% New 63 $4K
WASHINGTON TRUST Co 0.00% Reduce -26.0% 54 $4K
Lummis Asset Management, LP 0.00% No change 53 $4K
YANKCOM Partnership 0.00% No change 53 $4K
S&T Bank 0.00% New 53 $4K
Highline Wealth Partners LLC 0.00% Add +60.6% 53 $4K
Abound Wealth Management 0.00% Reduce -50.9% 52 $4K
Pineridge Advisors LLC 0.00% Add +750.0% 51 $4K
Runnymede Capital Advisors, Inc. 0.00% No change 50 $4K
Asset Dedication, LLC 0.00% New 49 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -58.6% 46 $3K
Halbert Hargrove Global Advisors, LLC 0.00% Add +119.0% 46 $3K
Darwin Wealth Management, LLC 0.00% No change 42 $3K
Accent Capital Management, LLC 0.00% New 42 $3K
Transce3nd, LLC 0.00% Reduce -86.5% 42 $3K
Brown, Lisle/Cummings, Inc. 0.00% Add +35.5% 42 $3K
Avion Wealth 0.00% No change 54 $3K
Penserra Capital Management LLC 0.00% Reduce -96.7% 51 $3K
SWAN Capital LLC 0.00% No change 39 $3K
Greenline Partners, LLC 0.00% New 39 $3K
Longfellow Investment Management Co. LLC 0.00% No change 38 $3K
WPG Advisers, LLC 0.00% Add +105.6% 37 $3K
Fairman Group, LLC 0.00% No change 36 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 36 $3K
Global Financial Private Client, LLC 0.00% Add +140.0% 36 $3K
Carolinas Wealth Consulting LLC 0.00% No change 36 $3K
Field & Main Bank 0.00% Reduce -65.0% 35 $3K
REAP Financial Group, LLC 0.00% New 31 $2K
Hartford Financial Management Inc. 0.00% No change 30 $2K
Clark Wealth Partners 0.00% Reduce -74.4% 30 $2K
Eq Wealth Advisors, LLC 0.00% New 29 $2K
Sachetta, LLC 0.00% No change 29 $2K
TFC Financial Management, Inc. 0.00% Add +12.0% 28 $2K
Coston, McIsaac & Partners 0.00% No change 36 $2K
Perritt Capital Management Inc 0.00% New 27 $2K
Physician Wealth Advisors, Inc. 0.00% New 24 $2K
PayPay Securities Corp 0.10% Reduce -34.3% 23 $2K
Nvwm, LLC 0.00% Add +27.8% 23 $2K
Dogwood Wealth Management LLC 0.00% New 22 $2K
WestEnd Advisors, LLC 0.00% Add +175.0% 22 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 20 $1K
Morton Brown Family Wealth, LLC 0.00% New 20 $1K
Winnacle Wealth LLC 0.00% Add +46.1% 19 $1K
Trifecta Capital Advisors, LLC 0.00% Reduce -94.6% 17 $1K
Core Alternative Capital 0.00% No change 17 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 16 $1K
Albion Financial Group 0.00% No change 15 $1K
Lowe Wealth Advisors, LLC 0.00% No change 15 $1K
Valley National Advisers Inc. 0.00% New 21 $1K
Financial Gravity Asset Management, Inc. 0.00% — 12 $870
Principia Wealth Advisory, LLC 0.00% Reduce -31.3% 11 $769
Chesapeake Asset Management LLC 0.00% Add +100.0% 10 $724
Bay Harbor Wealth Management, LLC 0.00% New 10 $724
Caldwell Sutter Capital, Inc. 0.00% No change 9 $652
Bare Financial Services, Inc 0.00% New 9 $652
Breakwater Investment Management 0.00% No change 8 $580
New Millennium Group LLC 0.00% No change 7 $507
Motco 0.00% No change 7 $507
Parkworth Wealth Management, Inc. 0.00% No change 6 $435
HFM Investment Advisors, LLC 0.00% — 6 $435
Osterweis Capital Management Inc. 0.00% New 5 $362
Crewe Advisors LLC 0.00% New 4 $290
Cape Investment Advisory, Inc. 0.00% Reduce -81.8% 2 $145
ROSS\JOHNSON & Associates LLC 0.00% New 2 $144

"% of holder's portfolio" is EW's weight in each manager's 13F, not the share of Edwards Lifesciences Corp. the manager owns.