First Citizens Bcshs Class AFCNCA

13F holders, Q4 2024 (December 31)
616holders +28
58new positions
50sold out
10famous investors
$2113.87avg. 13F price*

At the end of Q4 2024, 616 institutions reported holding First Citizens Bcshs Class A (FCNCA) in their 13F filings, up 28 from Q3 2024. 58 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($2.7B), Vanguard Group Inc. ($2.2B) and Harris Associates (Oakmark Funds) ($1.4B). 10 famous investors held it, including Bill Nygren (2.3% of Harris Associates (Oakmark Funds)'s portfolio), Philippe Laffont (1.6% of Coatue Management's portfolio) and Stanley Druckenmiller (0.3% of Duquesne Family Office's portfolio).

Company
First Citizens Bcshs Class A
CUSIP
31946M103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 555Q1 2024Q2 2024: 574Q2 2024Q3 2024: 588Q3 2024Q4 2024: 616Q4 2024Q1 2025: 612Q1 2025Q2 2025: 603Q2 2025Q3 2025: 622Q3 2025Q4 2025: 652Q4 2025Q1 2026: 603Q1 2026Q2 2026: 626Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions58$158.5M
Exits50$181.7M

All 13F filers, Q3 2024 → Q4 2024: 577,252 shares bought and 866,181 shares sold, net −288,929 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 616 holders

BlackRock, Inc. 0.05% Reduce -5.5% 1,278,639 $2.7B
Vanguard Group Inc. 0.04% Reduce -2.7% 1,034,843 $2.2B
Harris Associates (Oakmark Funds) 2.27% Reduce -5.5% 648,775 $1.4B
Capital Research Global Investors 0.27% Reduce -6.2% 624,813 $1.3B
JPMorgan Chase & Co. 0.07% Add +35.7% 392,097 $828.5M
FMR LLC 0.05% Add +10.5% 357,629 $755.7M
State Street Corp. 0.02% Add +1.4% 260,996 $551.5M
Coatue Management 1.56% Add +17.9% 218,987 $462.7M
Geode Capital Management, LLC 0.03% Reduce -0.9% 201,202 $424.5M
Capital International Investors 0.07% Add +78.2% 172,723 $365.0M
Dimensional Fund Advisors LP 0.07% Reduce -0.6% 144,899 $306.2M
Norges Bank 0.04% Reduce -5.9% 141,232 $298.4M
Brown Advisory Inc. 0.29% Reduce -9.2% 108,592 $229.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +83.7% 107,523 $227.2M
Egerton Capital (UK) LLP 2.51% Reduce -58.8% 102,516 $216.6M
Fuller & Thaler Asset Management, Inc. 0.77% Reduce -3.0% 96,604 $204.1M
Alua Capital Management LP 12.04% No change 91,721 $193.8M
First Citizens Bank & Trust Co. 3.55% Reduce -0.1% 91,507 $193.4M
Nuveen Asset Management, LLC 0.05% Reduce -5.8% 91,314 $192.9M
Wellington Management Group LLP 0.03% Reduce -47.6% 78,968 $166.9M
Northern Trust Corp. 0.02% Add +16.9% 76,739 $162.2M
Alliancebernstein L.P. 0.05% Reduce -11.4% 74,229 $156.8M
Morgan Stanley 0.01% Add +6.2% 65,078 $137.5M
Bank of America Corp. 0.01% Reduce -12.7% 58,119 $122.8M
Reinhart Partners, Llc. 4.71% Add +2.1% 57,981 $122.5M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +128.4% 54,831 $115.9M
Artisan Partners Limited Partnership 0.16% Reduce -19.4% 50,009 $105.7M
Charles Schwab Investment Management Inc. 0.02% Add +1.2% 47,724 $100.8M
AMF Tjanstepension AB 0.71% New 47,235 $99.8M
Hotchkis & Wiley Capital Management LLC 0.31% Add +1.4% 44,114 $93.2M
Legal & General Group Plc 0.02% Add +4.5% 42,960 $90.8M
Bank of New York Mellon Corp 0.02% Reduce -6.4% 39,781 $84.1M
Bank of Montreal 0.04% Add +72.6% 38,294 $80.9M
D. E. Shaw & Co. 0.09% Reduce -64.1% 37,000 $78.2M
Goldman Sachs Group Inc. 0.01% Reduce -0.9% 36,708 $77.6M
Thompson Siegel & Walmsley LLC 1.19% Reduce -4.3% 36,085 $76.2M
Thrivent Financial for Lutherans 0.15% Add +46.5% 35,962 $76.0M
Sculptor Capital LP 1.80% Reduce -6.0% 35,733 $75.5M
Check Capital Management Inc. 4.70% Add +20.0% 33,599 $71.0M
Systematic Financial Management LP 1.62% Reduce -18.7% 30,097 $63.6M
Alberta Investment Management Corp 0.42% Reduce -6.6% 28,176 $59.5M
Cortland Associates Inc. 6.73% Reduce -1.6% 28,012 $59.2M
UBS Group AG 0.01% Add +95.3% 27,574 $58.3M
Bronte Capital Management Pty Ltd. 4.20% Reduce -12.5% 21,487 $53.2M
Natixis Advisors, LLC 0.09% Add +6.7% 23,855 $50.4M
Basswood Capital Management, L.L.C. 2.87% No change 23,333 $49.3M
Millennium Management 0.04% Add +559.7% 22,977 $48.6M
First Trust Advisors LP 0.04% Add +25.4% 22,785 $48.1M
Commerce Bank 0.29% Add +4.0% 22,194 $46.9M
California Public Employees Retirement System 0.03% Reduce -4.5% 21,675 $45.8M
Raymond James Financial Inc. 0.01% — 18,807 $39.7M
E. Ohman J:or Asset Management AB 0.90% Reduce -9.4% 18,291 $38.6M
Ceredex Value Advisors LLC 0.76% Reduce -19.5% 17,760 $37.5M
Wells Fargo & Company 0.01% Add +16.1% 17,601 $37.2M
National Pension Service 0.03% Reduce -9.5% 17,326 $36.6M
BNP Paribas Financial Markets 0.03% Add +374.9% 16,261 $34.4M
Invesco Ltd. 0.01% Add +0.1% 16,093 $34.0M
Citigroup Inc. 0.03% Reduce -9.9% 15,986 $33.8M
California State Teachers Retirement System 0.04% Reduce -8.0% 15,978 $33.8M
Citadel Advisors 0.03% Add +345.3% 15,713 $33.2M
Deutsche Bank AG 0.01% Reduce -11.2% 15,638 $33.0M
Rhumbline Advisers 0.03% Reduce -1.5% 15,507 $32.8M
HSBC Holdings PLC 0.02% Reduce -19.4% 15,469 $32.7M
Envestnet Asset Management Inc. 0.01% Add +14.2% 13,451 $28.4M
American Century Companies Inc. 0.02% Add +16.4% 13,005 $27.5M
Vident Advisory, LLC 0.43% Add +3688.9% 11,594 $24.5M
Royce & Associates LP 0.22% Reduce -54.8% 11,037 $23.3M
Kirkoswald Asset Management LLC 81.92% — 10,800 $22.8M
ArrowMark Colorado Holdings LLC 0.31% Reduce -6.4% 10,760 $22.7M
Holocene Advisors, LP 0.07% New 10,684 $22.6M
Allspring Global Investments Holdings, LLC 0.04% Reduce -2.4% 10,507 $22.1M
Fundsmith Investment Services LTD. 0.28% No change 10,369 $21.9M
State Board of Administration of Florida Retirement System 0.04% Reduce -17.2% 10,066 $21.3M
Truist Financial Corp. 0.03% Add +1.0% 9,986 $21.1M
Mawer Investment Management Ltd. 0.09% Reduce -0.7% 9,703 $20.5M
Amundi 0.01% Add +1.7% 8,955 $18.8M
Royal London Asset Management Ltd. 0.05% Reduce -0.3% 8,844 $18.7M
Gator Capital Management, LLC 6.95% Reduce -0.2% 8,703 $18.4M
Maltese Capital Management LLC 2.83% Reduce -38.5% 8,675 $18.3M
Anchor Investment Management, LLC 1.68% No change 8,543 $18.1M
Barclays PLC 0.01% Add +18.1% 8,495 $18.0M
Ameriprise Financial Inc. 0.00% Reduce -3.3% 8,438 $17.8M
T. Rowe Price Associates Inc. 0.00% Reduce -9.5% 8,098 $17.1M
Freestone Grove Partners LP 0.21% — 8,008 $16.9M
Storebrand Asset Management As 0.05% Add +4.9% 7,950 $16.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +9.8% 7,431 $16.0M
Susquehanna International Group, LLP 0.02% Reduce -62.5% 7,483 $15.8M
Manufacturers Life Insurance Company, The 0.01% Add +12.6% 7,461 $15.8M
Brandywine Global Investment Management, LLC 0.11% Reduce -5.2% 7,357 $15.5M
Cannell & Spears LLC 0.32% Reduce -5.1% 7,275 $15.4M
Captrust Financial Advisors 0.04% Reduce -4.0% 7,273 $15.4M
Andra AP-fonden 0.24% Reduce -18.2% 7,200 $15.2M
KLP Kapitalforvaltning As 0.07% — 7,100 $15.0M
BI Asset Management Fondsmaeglerselskab A/S 0.16% Reduce -8.6% 7,086 $15.0M
Siena Capital Partners GP, LLC 4.07% No change 6,984 $14.8M
Teachers Retirement System of the State of Kentucky 0.13% Add +104.2% 6,941 $14.7M
Qube Research & Technologies Ltd 0.02% Reduce -63.0% 6,704 $14.2M
Stieven Capital Advisors, L.P. 2.50% Reduce -30.0% 6,637 $14.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -30.3% 6,577 $13.9M
New York State Common Retirement Fund 0.02% Reduce -7.2% 6,431 $13.6M
Picton Mahoney Asset Management 0.52% Add +23.7% 6,419 $13.6M
Pictet Asset Management Holding SA 0.01% Reduce -7.7% 6,376 $13.5M
Treasurer of the State of North Carolina 0.05% Reduce -3.9% 6,166 $13.0M
Tredje AP-fonden 0.11% Add +444.1% 6,034 $12.7M
Jacobs Asset Management, LLC 8.10% Reduce -4.0% 6,000 $12.7M
Riposte Capital LLC 6.70% Reduce -40.0% 6,000 $12.7M
Whittier Trust Co. 0.17% Add +6.3% 5,978 $12.6M
Caisse de depot et placement du Quebec 0.03% Reduce -77.3% 5,921 $12.5M
State of Wisconsin Investment Board 0.03% Reduce -11.7% 5,566 $11.8M
AQR Capital Management 0.01% Reduce -68.9% 5,366 $11.3M
Assetmark, Inc. 0.03% Add +57.7% 5,363 $11.3M
Boothbay Fund Management, LLC 0.35% Reduce -0.1% 5,248 $11.1M
Duquesne Family Office 0.31% No change 5,183 $11.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.57% Reduce -1.9% 5,149 $10.9M
Victory Capital Management Inc. 0.01% Reduce -8.4% 5,115 $10.8M
KBC Group NV 0.03% Reduce -72.3% 5,028 $10.6M
Soros Fund Management 0.27% Reduce -2.2% 4,976 $10.5M
Huber Capital Management LLC 2.06% Reduce -9.3% 4,893 $10.3M
Level Four Advisory Services, LLC 0.42% Add +9.2% 4,838 $10.2M
Royal Bank of Canada 0.00% Reduce -15.6% 4,785 $10.1M
Ensign Peak Advisors, Inc 0.02% Reduce -11.3% 4,760 $10.1M
Danske Bank A/S 0.03% Add +22.0% 4,719 $10.0M
Osaic Holdings, Inc. 0.02% Add +12.0% 4,699 $9.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +1.0% 4,681 $9.9M
Harbor Capital Advisors, Inc. 0.43% Add +2.0% 4,676 $9.9M
Korea Investment CORP 0.02% Add +127.8% 4,672 $9.9M
Sendero Wealth Management, LLC 1.46% Reduce -0.4% 4,623 $9.8M
CANADA LIFE ASSURANCE Co 0.02% Add +11.3% 4,550 $9.6M
Generate Investment Management Ltd 0.65% Reduce -71.7% 4,428 $9.4M
Petiole USA ltd 5.87% Reduce -16.9% 4,415 $9.3M
Gladstone Capital Management LLP 0.77% Reduce -80.2% 4,380 $9.3M
Stifel Financial Corp. 0.01% Add +4.8% 4,370 $9.2M
Russell Investments Group, Ltd. 0.01% Reduce -7.6% 4,218 $8.9M
Public Employees Retirement System of Ohio 0.03% Reduce -3.2% 4,213 $8.9M
Gabelli Funds LLC 0.07% Add +6.3% 4,176 $8.8M
Nordea Investment Management AB 0.01% Reduce -41.8% 4,070 $8.7M
Mn Services Vermogensbeheer B.V. 0.06% Add +2.6% 4,000 $8.5M
Janney Montgomery Scott LLC 0.02% Add +0.8% 3,789 $8.0M
Asset Management One Co., Ltd. 0.03% Add +4.5% 3,663 $7.8M
State of New Jersey Common Pension Fund D 0.03% Reduce -0.9% 3,688 $7.8M
LPL Financial LLC 0.00% Add +53.0% 3,633 $7.7M
Pathstone Holdings, LLC 0.03% Reduce -3.2% 3,551 $7.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +3.0% 3,415 $7.2M
Stephens Inc. 0.10% Add +0.1% 3,320 $7.0M
Hiddenite Capital Partners LP 5.03% No change 3,230 $6.8M
Westfield Capital Management Co. LP 0.03% Reduce -36.5% 3,186 $6.7M
AWH Capital, L.P. 7.93% Reduce -8.3% 3,155 $6.7M
Schonfeld Strategic Advisors LLC 0.04% Add +124.5% 3,149 $6.7M
HRT Financial LP 0.03% Add +297.9% 3,139 $6.6M
Knightsbridge Asset Management, LLC 1.54% Reduce -57.2% 3,100 $6.6M
Handelsbanken Fonder AB 0.02% Add +15.0% 3,072 $6.5M
Resona Asset Management Co.,Ltd. 0.04% Reduce -7.5% 3,055 $6.5M
Sei Investments Co. 0.01% Add +69.6% 3,031 $6.4M
Arizona State Retirement System 0.04% Add +1.0% 2,936 $6.2M
Wilmington Savings Fund Society, FSB 0.11% Reduce -0.9% 2,905 $6.1M
Nomura Asset Management Co. Ltd. 0.02% No change 2,856 $6.0M
Harvest Portfolios Group Inc. 0.20% Reduce -1.4% 2,801 $5.9M
Titan Global Capital Management USA LLC 0.83% Add +14.2% 2,597 $5.5M
Twinbeech Capital LP 0.09% Reduce -62.2% 2,589 $5.5M
Whittier Trust Co. of Nevada Inc. 0.13% Add +4.3% 2,586 $5.5M
Oliver Luxxe Assets LLC 0.97% No change 2,916 $5.4M
Tradewinds, LLC. 1.49% New 2,473 $5.3M
Sanctuary Advisors, LLC 0.03% Add +0.3% 2,309 $5.1M
Swedbank AB 0.01% No change 2,403 $5.1M
Forsta Ap-Fonden 0.04% No change 2,400 $5.1M
Interval Partners, LP 0.13% New 2,396 $5.1M
Armor Advisors, L.L.C. 5.88% Reduce -60.6% 2,284 $4.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +2.2% 2,209 $4.7M
Orion Porfolio Solutions, LLC 0.05% Reduce -4.5% 2,188 $4.6M
Orion Portfolio Solutions, LLC 0.05% Reduce -4.5% 2,188 $4.6M
Comerica Bank 0.02% Reduce -2.9% 2,154 $4.6M
SouthState Bank Corp 0.29% No change 2,100 $4.4M
Daiwa Securities Group Inc. 0.02% Reduce -5.7% 2,100 $4.4M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 2,063 $4.4M
Utah Retirement Systems 0.05% Add +0.6% 2,005 $4.2M
IFM Investors Pty Ltd 0.04% Reduce -6.0% 2,002 $4.2M
TD Asset Management Inc 0.00% Add +5.9% 1,999 $4.2M
Aberdeen Group plc 0.01% Reduce -17.9% 1,990 $4.2M
EJF Capital LP 2.81% Reduce -25.4% 1,934 $4.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +14.1% 1,933 $4.1M
Verition Fund Management LLC 0.02% Add +546.2% 1,803 $3.8M
Seldon Capital LP 1.55% No change 1,794 $3.8M
Alaska Permanent Fund Corp 0.06% No change 1,762 $3.7M
Police & Firemen's Retirement System of New Jersey 0.04% — 1,743 $3.7M
Inspire Investing, LLC 0.41% Reduce -30.1% 1,741 $3.7M
Coronation Fund Managers Ltd. 0.22% Add +5.3% 1,732 $3.7M
Simplex Trading, LLC 0.10% Reduce -59.1% 1,720 $3.6M
DNB Asset Management AS 0.02% Reduce -8.8% 1,715 $3.6M
O'shaughnessy Asset Management, LLC 0.03% Reduce -14.8% 1,714 $3.6M
Voya Investment Management LLC 0.00% Reduce -5.6% 1,660 $3.5M
Amitell Capital Pte Ltd 2.96% No change 1,548 $3.3M
Man Group plc 0.01% Reduce -45.2% 1,548 $3.3M
National Bank of Canada 0.00% Reduce -70.3% 1,544 $3.3M
MML Investors Services, LLC 0.01% Add +16.9% 1,516 $3.2M
PGGM Investments 0.04% No change 1,474 $3.1M
Principal Financial Group Inc. 0.00% Reduce -9.7% 1,474 $3.1M
Oppenheimer & Co. Inc. 0.05% Reduce -1.2% 1,467 $3.1M
Cetera Investment Advisers 0.01% Add +20.1% 1,453 $3.1M
Sheets Smith Wealth Management 0.37% No change 1,447 $3.1M
Waverly Advisors, LLC 0.05% Add +0.2% 1,428 $3.0M
PMC FIG Opportunities LLC 7.46% Reduce -40.1% 1,395 $2.9M
Toronto Dominion Bank 0.01% Add +6.3% 1,300 $2.7M
Assenagon Asset Management S.A. 0.00% Reduce -63.5% 1,295 $2.7M
Corient Private Wealth LP 0.00% Reduce -19.4% 1,271 $2.7M
Mediolanum International Funds Ltd 0.03% New 1,260 $2.7M
44 Wealth Management LLC 1.02% Reduce -5.6% 1,255 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Reduce -6.3% 1,255 $2.7M
Cerity Partners LLC 0.01% Reduce -1.2% 1,274 $2.6M
JT Stratford LLC 0.43% Add +0.4% 1,247 $2.6M
Creative Planning 0.00% Add +8.3% 1,233 $2.6M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.5% 1,216 $2.6M
Nisa Investment Advisors, LLC 0.01% Reduce -34.7% 1,217 $2.6M
EP Wealth Advisors, LLC 0.02% Add +0.3% 1,213 $2.6M
Anderson Hoagland & Co. 0.26% Reduce -1.5% 1,157 $2.5M
Mariner, LLC 0.00% Add +26.8% 1,191 $2.5M
Independent Advisor Alliance 0.03% Add +6.2% 1,158 $2.4M
Summit X, LLC 0.54% Reduce -1.4% 1,152 $2.4M
Mraz, Amerine & Associates, Inc. 0.43% Reduce -3.0% 1,145 $2.4M
Sabal Trust CO 0.14% Add +0.2% 1,119 $2.4M
Xponance LLC 0.02% Add +15.7% 1,119 $2.4M
Franklin Resources Inc. 0.00% Reduce -37.7% 1,112 $2.3M
Wedbush Securities Inc. 0.08% Reduce -0.5% 1,108 $2.3M
Diversified Trust Co. 0.06% Reduce -2.4% 1,102 $2.3M
Allegiance Financial Group Advisory Services LLC 0.75% Reduce -9.9% 1,100 $2.3M
DekaBank Deutsche Girozentrale 0.00% No change 1,094 $2.3M
Canada Pension Plan Investment Board 0.00% Reduce -89.1% 1,079 $2.3M
Regions Financial Corp. 0.02% No change 1,077 $2.3M
Clearstead Advisors, LLC 0.03% No change 1,045 $2.2M
Intech Investment Management LLC 0.02% Add +68.7% 1,044 $2.2M
Persistent Asset Partners Ltd 1.88% — 994 $2.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -4.2% 1,016 $2.1M
Freemont Management S.A. 1.04% No change 1,000 $2.1M
Cordgrass Capital Advisors, LLC 0.61% No change 1,000 $2.1M
Ulysses Management LLC 0.49% Reduce -47.4% 1,000 $2.1M
U.S. Capital Wealth Advisors, LLC 0.07% No change 1,000 $2.1M
TD Private Client Wealth LLC 0.06% Reduce -1.9% 988 $2.1M
Laurion Capital Management LP 0.13% Add +0.9% 986 $2.1M
Blair William & Co. 0.01% Reduce -3.2% 980 $2.1M
Ethic Inc. 0.04% Reduce -4.0% 974 $2.1M
Investment Management Corp of Ontario 0.07% Reduce -30.5% 966 $2.0M
Estate Counselors, LLC 0.22% Reduce -2.5% 960 $2.0M
Trust Co of the South 0.41% Add +136.8% 947 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -5.2% 939 $2.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -16.9% 935 $2.0M
Illinois Municipal Retirement Fund 0.03% No change 919 $1.9M
Lighthouse Investment Partners, LLC 0.07% New 907 $1.9M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -1.6% 895 $1.9M
Swiss Life Asset Management Ltd 0.01% Add +52.8% 868 $1.8M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.1% 844 $1.8M
1832 Asset Management L.P. 0.00% Reduce -22.9% 839 $1.8M
Midwest Professional Planners, LTD. 0.53% Add +18.1% 834 $1.8M
OneDigital Investment Advisors LLC 0.02% Reduce -17.4% 821 $1.7M
Bessemer Group Inc. 0.00% Add +3.4% 801 $1.7M
Solidarity Wealth, LLC 0.44% New 800 $1.7M
Marshall Wace, LLP 0.00% Add +69.5% 800 $1.7M
Stoneridge Investment Partners LLC 0.59% New 787 $1.7M
Great Lakes Advisors, LLC 0.01% Reduce -0.9% 781 $1.7M
Smith Salley Wealth Management 0.10% No change 760 $1.6M
US Bancorp \de 0.00% Add +13.9% 745 $1.6M
SkyView Investment Advisors, LLC 0.25% Add +1.2% 744 $1.6M
Cook Wealth, LLC 0.73% Reduce -0.8% 700 $1.6M
Synovus Financial Corp. 0.02% Reduce -2.8% 720 $1.5M
Sterling Capital Management LLC 0.02% Add +22.8% 710 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.03% No change 708 $1.5M
Muirfield Wealth Advisors LLC 1.23% Add +0.1% 708 $1.5M
Quantedge Capital Pte Ltd 0.54% Reduce -12.5% 700 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -5.8% 686 $1.4M
Twin Tree Management, LP 0.03% Add +40.0% 679 $1.4M
Impact Investors, Inc 1.10% — 670 $1.4M
Quadrature Capital Ltd 0.03% Reduce -53.2% 664 $1.4M
Driehaus Capital Management LLC 0.01% Add +10.5% 661 $1.4M
Maryland State Retirement & Pension System 0.03% Reduce -6.4% 640 $1.4M
Janus Henderson Group PLC 0.00% Reduce -13.5% 639 $1.4M
Holderness Investments Co. 0.30% Add +5.3% 638 $1.3M
Hunting Hill Global Capital, LLC 0.60% No change 636 $1.3M
Independent Financial Group, LLC 0.04% Reduce -20.3% 630 $1.3M
Vontobel Holding Ltd. 0.00% New 625 $1.3M
M&T Bank Corp 0.00% Add +2.8% 624 $1.3M
Amalgamated Bank 0.01% Reduce -1.9% 618 $1.3M
Princeton Global Asset Management LLC 0.24% New 618 $1.3M
Financial Security Advisor, Inc. 0.33% No change 611 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 603 $1.3M
MBL Wealth, LLC 0.13% No change 602 $1.3M
HighVista Strategies LLC 0.47% Add +20.0% 600 $1.3M
Virtus Advisers, LLC 0.52% Add +42.6% 599 $1.3M
Avantra Family Wealth, Inc. 1.18% — 597 $1.3M
PEAK6 LLC 0.05% — 593 $1.3M
Peterson Wealth Services 0.38% Add +4.7% 580 $1.2M
STRS Ohio 0.00% Reduce -2.9% 571 $1.2M
Nicholas Investment Partners, LP 0.12% No change 566 $1.2M
Prudential Financial Inc. 0.00% Reduce -72.0% 555 $1.2M
Mayport, LLC 0.34% Reduce -8.9% 553 $1.2M
Physicians Financial Services, Inc. 0.35% No change 550 $1.2M
CIBC Asset Management Inc 0.00% Add +9.2% 549 $1.2M
Engineers Gate Manager LP 0.02% Reduce -85.2% 543 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -13.2% 534 $1.1M
Candriam S.C.A. 0.01% Add +21.9% 528 $1.1M
Mill Capital Management, LLC 0.09% No change 525 $1.1M
Quantinno Capital Management LP 0.01% Add +60.3% 508 $1.1M
Hennessy Advisors Inc. 0.03% Reduce -16.7% 500 $1.1M
Whitener Capital Management, Inc. 0.29% No change 495 $1.0M
Park Avenue Securities LLC 0.01% Add +25.1% 494 $1.0M
Pettinga Financial Advisors LLC 0.23% No change 485 $1.0M
Affinity Wealth Management LLC 0.18% Add +6.7% 478 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% No change 476 $1.0M
Macquarie Group Ltd. 0.00% Add +3.3% 474 $1.0M
Caprock Group, LLC 0.03% Reduce -0.6% 473 $1000K
MRP Capital Investments, LLC 0.91% No change 473 $999K
Jackson Square Capital, LLC 0.24% New 473 $999K
Aviva PLC 0.00% Reduce -0.2% 463 $978K
Schroder Investment Management Group 0.00% Add +107.2% 462 $976K
Cibc World Markets Corp. 0.01% Reduce -22.7% 457 $966K
Savant Capital, LLC 0.01% Add +3.2% 446 $942K
Tandem Capital Management Corp. 0.50% Reduce -0.9% 439 $928K
Affinity Investment Advisors, LLC 0.77% Reduce -36.9% 437 $923K
Greenleaf Trust 0.01% No change 434 $917K
Cynosure Group, LLC 0.14% Reduce -23.6% 430 $909K
Exencial Wealth Advisors, LLC 0.03% Add +1.2% 428 $904K
Pekin Hardy Strauss, Inc. 0.11% New 424 $896K
Walleye Trading LLC 0.02% Add +306.7% 423 $894K
OMERS ADMINISTRATION Corp 0.01% Add +19.9% 422 $892K
Neuberger Berman Group LLC 0.00% Add +0.2% 417 $882K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.9% 409 $864K
Bartlett & Co. Wealth Management LLC 0.01% No change 405 $856K
Jane Street Group, LLC 0.00% Reduce -82.3% 397 $839K
Benjamin Edwards Inc. 0.01% Add +8.0% 391 $826K
Angel Oak Capital Advisors, LLC 1.10% — 390 $824K
Callan Family Office, LLC 0.05% New 383 $809K
Cibc World Market Inc. 0.00% Reduce -41.3% 380 $803K
Gradient Investments LLC 0.02% New 379 $801K
Allianz Asset Management GmbH 0.00% Reduce -7.8% 378 $799K
Old North State Trust, LLC 0.50% Add +33.5% 371 $784K
Marathon Capital Management 0.19% Reduce -9.9% 365 $771K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +11.7% 362 $765K
CSS LLC 0.14% No change 350 $740K
NewEdge Advisors, LLC 0.00% Reduce -7.0% 348 $736K
WealthShield Partners, LLC 0.10% No change 348 $735K
Meitav Investment House Ltd. 0.01% Add +93.8% 345 $729K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +54.5% 343 $725K
Credit Agricole S A 0.00% Add +38.8% 340 $718K
HighTower Advisors, LLC 0.00% Reduce -5.6% 337 $712K
Applied Finance Capital Management, LLC 0.03% No change 336 $710K
Tidal Investments LLC 0.01% Reduce -71.1% 335 $708K
Forum Financial Management, LP 0.01% Add +0.9% 323 $683K
Mackenzie Financial Corp. 0.00% Reduce -51.8% 323 $683K
Walleye Capital LLC 0.01% New 322 $680K
Nations Financial Group Inc, /Ia/ 0.05% Add +2.2% 321 $678K
Covestor Ltd 0.42% Add +14.9% 317 $671K
Covey Capital Advisors, LLC 0.76% Reduce -8.2% 315 $666K
Graham Capital Management, L.P. 0.03% Reduce -51.3% 315 $666K
Praxis Investment Management Inc. 0.04% New 310 $655K
Sequoia Financial Advisors, LLC 0.01% Reduce -11.5% 308 $651K
Marmo Financial Group, LLC 0.35% No change 307 $649K
Live Oak Private Wealth LLC 0.11% Add +81.0% 304 $642K
D.A. Davidson & Co. 0.01% No change 303 $640K
Atria Wealth Solutions, Inc. 0.01% Add +106.8% 302 $637K
Paradigm Asset Management Co. LLC 0.17% New 300 $634K
Allstate Corp. 0.02% New 299 $632K
Balyasny Asset Management L.P. 0.00% Reduce -68.8% 289 $611K
Burney Co./ 0.02% Reduce -1.4% 288 $609K
Shell Asset Management Co. 0.03% Reduce -24.1% 286 $604K
TriaGen Wealth Management LLC 0.20% No change 285 $602K
Ritholtz Wealth Management 0.02% Reduce -9.1% 279 $590K
Stonegate Investment Group, LLC 0.02% Add +4.5% 279 $590K
First Bank & Trust 0.11% Add +9.2% 273 $577K
Atria Investments, Inc 0.01% Reduce -3.2% 270 $569K
Ossiam 0.01% Add +39.3% 266 $562K
Flow Traders U.S. LLC 0.02% New 263 $556K
Coldstream Capital Management Inc. 0.01% Reduce -1.9% 263 $556K
Mount Lucas Management LP 0.19% Reduce -17.5% 260 $549K
Squarepoint Ops LLC 0.00% New 254 $537K
Emerald Mutual Fund Advisers Trust 0.03% Reduce -74.7% 250 $528K
Quent Capital, LLC 0.05% No change 248 $525K
Carolinas Wealth Consulting LLC 0.10% Add +1456.3% 249 $524K
Jones Financial Companies LLLP 0.00% Add +18.2% 247 $521K
Ieq Capital, LLC 0.01% Reduce -8.3% 244 $516K
Prudential PLC 0.00% Reduce -51.1% 242 $511K
Snowden Capital Advisors LLC 0.02% Add +7.1% 241 $509K
Summit Trail Advisors, LLC 0.02% Add +19.3% 241 $508K
Oppenheimer Asset Management Inc. 0.01% Reduce -13.7% 240 $507K
Aptus Capital Advisors, LLC 0.01% Reduce -0.4% 240 $507K
Focus Partners Wealth 0.00% Add +54.2% 239 $505K
Farringdon Capital, Ltd. 0.21% — 238 $503K
Triangle Securities Wealth Management 0.13% No change 237 $501K
XTX Topco Ltd 0.04% New 236 $499K
Federated Hermes, Inc. 0.00% Add +1375.0% 236 $499K
Greenwich Wealth Management LLC 0.04% No change 235 $496K
Envestnet Portfolio Solutions, Inc. 0.00% Add +45.1% 235 $496K
Cambria Investment Management, L.P. 0.03% Reduce -6.6% 228 $482K
Signaturefd, LLC 0.01% Reduce -1.7% 228 $482K
Empowered Funds, LLC 0.01% Reduce -0.9% 228 $482K
Advisory Services Network, LLC 0.01% Add +12.4% 227 $480K
B. Metzler seel. Sohn & Co. AG 0.00% No change 225 $475K
Choreo, LLC 0.01% Add +4.7% 221 $467K
Vestcor Inc 0.02% No change 220 $465K
Mercer Global Advisors Inc. 0.00% Reduce -5.6% 219 $464K
&partners 0.01% Add +36.1% 215 $463K
LRI Investments, LLC 0.04% No change 215 $455K
SeaCrest Wealth Management, LLC 0.05% Add +20.9% 214 $453K
Cwm, LLC 0.00% Reduce -16.7% 214 $452K
Venturi Wealth Management, LLC 0.02% Add +10.4% 213 $450K
Farther Finance Advisors, LLC 0.02% Add +360.9% 212 $448K
MetLife Investment Management, LLC 0.00% Add +0.5% 211 $446K
Integrated Quantitative Investments LLC 0.22% — 210 $444K
Emerald Advisers, LLC 0.02% Reduce -42.9% 210 $444K
Tritonpoint Wealth, LLC 0.04% No change 208 $438K
Avantax Advisory Services, Inc. 0.00% Add +1.5% 203 $429K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -27.3% 202 $427K
Ameritas Advisory Services, LLC 0.01% New 202 $427K
Compound Global Advisors, LLC 1.72% — 200 $423K
Colton Groome Financial Advisors, LLC 0.16% No change 200 $423K
Colonial Trust Advisors 0.04% No change 200 $423K
UniSuper Management Pty Ltd 0.00% Reduce -33.3% 200 $423K
State of Michigan Retirement System 0.00% New 200 $423K
Panagora Asset Management Inc. 0.00% Reduce -15.3% 200 $423K
Old National Bancorp 0.01% Add +37.0% 200 $423K
HB Wealth Management, LLC 0.00% Add +0.5% 199 $420K
Private Capital Advisors, Inc. 0.05% Reduce -29.1% 197 $416K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.6% 197 $416K
Abn Amro Investment Solutions 0.01% Reduce -3.5% 196 $414K
Alps Advisors Inc. 0.00% No change 192 $406K
Bank of Nova Scotia 0.00% Reduce -24.2% 191 $404K
Ontario Teachers Pension Plan Board 0.01% New 188 $397K
Yousif Capital Management, LLC 0.00% Add +8.7% 188 $397K
Heritage Trust Co 0.05% — 188 $397K
Hedeker Wealth, LLC 0.10% Add +19.9% 187 $395K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -10.5% 187 $395K
Dorsey & Whitney Trust CO LLC 0.02% No change 187 $395K
Merrion Investment Management Co, LLC 0.27% No change 186 $393K
Salem Investment Counselors Inc. 0.01% No change 185 $391K
Transcend Capital Advisors, LLC 0.03% Add +4.7% 180 $380K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -2.7% 179 $378K
Jump Financial, LLC 0.01% New 178 $376K
Guggenheim Capital LLC 0.00% Add +37.5% 176 $372K
Scientech Research LLC 0.10% Reduce -57.6% 174 $368K
Verdence Capital Advisors LLC 0.03% Add +4.2% 173 $366K
Pinnacle Associates Ltd. 0.01% New 173 $366K
Private Advisor Group, LLC 0.00% Add +3.0% 172 $363K
Lido Advisors, LLC 0.00% Reduce -0.6% 170 $359K
Stratos Wealth Partners, LTD. 0.01% Reduce -9.1% 169 $358K
Profund Advisors LLC 0.01% New 169 $357K
Freedom Investment Management, Inc. 0.03% Add +12.0% 168 $355K
CIBC Private Wealth Group LLC 0.00% Reduce -4.5% 169 $354K
Principal Securities, Inc. 0.01% Add +35.0% 166 $351K
Bleakley Financial Group, LLC 0.01% Reduce -1.8% 164 $347K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.2% 163 $344K
IFP Advisors, Inc 0.01% No change 160 $342K
Quadrant Capital Group LLC 0.02% Reduce -3.0% 161 $340K
Keel Point, LLC 0.03% Add +25.0% 160 $338K
Cresset Asset Management, LLC 0.00% Reduce -77.7% 157 $332K
LexAurum Advisors, LLC 0.07% Add +0.6% 157 $331K
Waterloo Capital, L.P. 0.03% Reduce -1.3% 156 $330K
GAMCO Investors 0.00% Add +3.3% 155 $328K
Cary Street Partners Financial LLC 0.01% — 153 $323K
Chapman Financial Group, LLC 0.25% — 150 $317K
AlTi Global, Inc. 0.01% No change 147 $311K
Two Sigma Securities, LLC 0.06% Reduce -78.2% 146 $309K
Cooper Financial Group 0.04% New 146 $309K
Connable Office Inc. 0.03% No change 146 $309K
Natixis 0.00% New 146 $309K
Caas Capital Management LP 0.25% Reduce -4.0% 144 $304K
Woodard & Co. Asset Management Group Inc. 0.07% No change 144 $304K
Journey Strategic Wealth LLC 0.01% Add +0.7% 144 $304K
Ground Swell Capital, LLC 0.65% New 142 $300K
NorthCoast Asset Management LLC 0.00% New 141 $298K
Tobam 0.09% Reduce -26.8% 139 $294K
Metis Global Partners, LLC 0.01% Add +7.0% 138 $292K
Gotham Asset Management 0.00% No change 135 $285K
Fidelis Capital Partners, LLC 0.03% No change 133 $284K
Modera Wealth Management, LLC 0.00% Add +3.1% 131 $277K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.4% 131 $277K
Ballentine Partners, LLC 0.00% Reduce -2.3% 130 $274K
Quantum Financial Advisors, LLC 0.04% No change 129 $273K
Yoffe Investment Management, LLC 0.40% — 128 $270K
Personal Cfo Solutions, LLC 0.05% New 125 $264K
TCFG Wealth Management, LLC 0.13% Add +8.7% 125 $264K
McCollum Christoferson Group LLC 0.08% No change 125 $264K
GeoWealth Management, LLC 0.01% Add +57.7% 123 $260K
Moody National Bank Trust Division 0.03% Reduce -1.6% 123 $260K
Cigna Investments Inc. 0.05% No change 121 $256K
Mason & Associates Inc 0.06% No change 121 $256K
Fort Washington Investment Advisors Inc. 0.00% No change 120 $254K
Catalina Capital Group, LLC 0.08% Add +8.3% 118 $249K
Concurrent Investment Advisors, LLC 0.01% Add +7.3% 117 $247K
Nilsine Partners, LLC 0.03% No change 117 $247K
Ostrum Asset Management 0.02% Reduce -88.9% 116 $245K
Delta Investment Management, LLC 0.05% New 114 $241K
Bank & Trust Co 0.20% No change 114 $241K
M. Kulyk & Associates, LLC 0.05% No change 114 $241K
Colonial Trust Co / SC 0.04% No change 113 $239K
Capital Investment Advisory Services, LLC 0.02% New 113 $239K
B. Riley Wealth Advisors, Inc. 0.01% Add +1.8% 112 $238K
Founders Financial Alliance, LLC 0.07% No change 112 $237K
Canandaigua National Bank & Trust Co. 0.02% Reduce -31.2% 108 $228K
First American Trust, FSB 0.02% New 107 $226K
Pitcairn Co. 0.01% Reduce -5.4% 106 $224K
Siemens Fonds Invest GmbH 0.02% New 106 $224K
Simon Quick Advisors, LLC 0.01% Reduce -19.4% 104 $220K
Symphony Financial Services, Inc. 0.18% New 104 $220K
Wedmont Private Capital 0.01% New 106 $219K
Red Door Wealth Management, LLC 0.03% New 103 $218K
PFW Advisors LLC 0.07% — 101 $213K
Gryphon Financial Partners LLC 0.03% New 100 $212K
Three Magnolias Financial Advisors, LLC 0.22% — 100 $211K
Militia Capital Partners, LP 0.20% — 100 $211K
Optas, LLC 0.05% New 100 $211K
Barr E S & Co. 0.01% New 100 $211K
Chicago Capital, LLC 0.01% New 100 $211K
CCM Investment Advisers LLC 0.02% New 100 $211K
Capstone Investment Advisors, LLC 0.00% New 97 $205K
UMB Bank, n.a. 0.00% No change 96 $203K
Ascent Group, LLC 0.02% New 95 $201K
GTS Securities LLC 0.01% New 95 $201K
QRG Capital Management, Inc. 0.00% New 95 $201K
Blue Trust, Inc. 0.00% Reduce -37.2% 91 $192K
Private Trust Co. NA 0.02% No change 88 $186K
Parallel Advisors, LLC 0.00% Add +6.1% 87 $184K
Corebridge Financial, Inc. 0.00% Reduce -6.7% 83 $175K
Steward Partners Investment Advisory, LLC 0.00% Add +10.0% 77 $164K
GAMMA Investing LLC 0.01% Add +16.1% 72 $152K
Tower Research Capital LLC (TRC) 0.00% Add +109.7% 65 $137K
North Star Investment Management Corp. 0.01% No change 60 $127K
State of Wyoming 0.02% Reduce -10.9% 57 $120K
Avior Wealth Management, LLC 0.00% Reduce -3.4% 57 $120K
CI Investments Inc. 0.00% No change 54 $114K
Accent Capital Management, LLC 0.06% No change 50 $106K
Smartleaf Asset Management LLC 0.01% Add +31.6% 50 $106K
EverSource Wealth Advisors, LLC 0.01% Reduce -30.4% 48 $101K
Parkside Financial Bank & Trust 0.01% Add +30.6% 47 $99K
Caitong International Asset Management Co., Ltd 0.09% — 45 $95K
AlphaCentric Advisors LLC 0.08% Reduce -15.2% 39 $82K
NFSG Corp 0.02% No change 39 $82K
Johnson Financial Group, Inc. 0.00% New 35 $77K
Concourse Financial Group Securities, Inc. 0.00% Add +10.3% 32 $71K
Riverview Trust Co 0.06% No change 30 $63K
Arax Advisory Partners 0.00% Add +3.7% 28 $59K
Brooklyn Investment Group 0.02% Add +33.3% 28 $57K
Trust Co 0.01% New 25 $53K
Lindbrook Capital, LLC 0.00% Add +4.2% 25 $53K
V-Square Quantitative Management LLC 0.01% No change 21 $44K
LGT Financial Advisors LLC 0.09% No change 19 $40K
SBI Securities Co., Ltd. 0.00% — 19 $40K
Asset Planning,Inc 0.03% — 18 $38K
Versant Capital Management, Inc 0.01% Add +20.0% 18 $38K
Mather Group, Llc. 0.00% Add +38.5% 18 $38K
Fifth Third Bancorp 0.00% Reduce -28.0% 18 $38K
Duncker Streett & Co. Inc. 0.01% New 17 $36K
Financial Life Planners 0.03% — 16 $33K
Hemington Wealth Management 0.01% Add +60.0% 16 $33K
Beaird Harris Wealth Management, LLC 0.00% No change 15 $32K
Allworth Financial LP 0.00% Add +7.7% 14 $31K
PFS Partners, LLC 0.02% No change 13 $28K
Toth Financial Advisory Corp. 0.00% Reduce -57.7% 11 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Add +57.1% 11 $23K
Lazard Asset Management LLC 0.00% Reduce -99.2% 11 $23K
Private Wealth Management Group, LLC 0.01% No change 10 $21K
Caldwell Sutter Capital, Inc. 0.01% No change 10 $21K
First Horizon Advisors, Inc. 0.00% No change 10 $21K
Country Trust Bank 0.00% No change 10 $21K
Huntington National Bank 0.00% Reduce -16.7% 10 $21K
Rise Advisors, LLC 0.01% No change 9 $19K
Oliver Lagore Vanvalin Investment Group 0.00% No change 9 $19K
Key Financial Inc 0.00% Add +80.0% 9 $19K
Spire Wealth Management 0.00% No change 8 $17K
Cullen/Frost Bankers, Inc. 0.00% Reduce -20.0% 8 $17K
JFS Wealth Advisors, LLC 0.00% No change 8 $17K
Atlas Capital Advisors Inc. 0.00% No change 8 $17K
Larson Financial Group LLC 0.00% No change 8 $17K
Bell Investment Advisors, Inc 0.00% No change 7 $15K
Transce3nd, LLC 0.01% — 7 $15K
Global Wealth Strategies & Associates 0.00% No change 7 $15K
Arlington Trust Co LLC 0.00% No change 7 $15K
Grove Bank & Trust 0.00% Add +75.0% 7 $15K
Fortitude Family Office, LLC 0.00% No change 6 $13K
Harbor Investment Advisory, LLC 0.00% No change 6 $13K
Global Retirement Partners, LLC 0.00% No change 6 $13K
Golden State Wealth Management, LLC 0.00% — 5 $11K
Nemes Rush Group LLC 0.00% New 5 $11K
WPG Advisers, LLC 0.01% — 4 $8K
Rakuten Securities, Inc. 0.00% New 4 $8K
Quarry LP 0.00% Reduce -84.6% 4 $8K
Meeder Asset Management Inc. 0.00% Reduce -97.2% 4 $8K
Manchester Capital Management LLC 0.00% No change 3 $6K
MAI Capital Management 0.00% New 3 $6K
Chesapeake Asset Management LLC 0.01% No change 3 $6K
Bruce G. Allen Investments, LLC 0.01% No change 3 $6K
Red Tortoise LLC 0.00% No change 3 $6K
Sittner & Nelson, LLC 0.00% No change 3 $6K
Pinnacle Bancorp, Inc. 0.00% No change 3 $6K
Westend Capital Management, LLC 0.00% No change 3 $6K
Brown Brothers Harriman & Co. 0.00% Add +50.0% 3 $6K
Bokf, NA 0.00% No change 3 $6K
Sachetta, LLC 0.00% No change 2 $4K
Prestige Wealth Management Group LLC 0.00% No change 2 $4K
Hoey Investments, Inc. 0.00% No change 2 $4K
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 2 $4K
MV Capital Management, Inc. 0.00% No change 2 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 2 $4K
Albion Financial Group 0.00% No change 2 $4K
Legend Financial Advisors, Inc. 0.00% New 2 $4K
Raffa Wealth Management, LLC 0.00% No change 2 $4K
Continuum Advisory, LLC 0.00% No change 2 $4K
Rothschild Investment LLC 0.00% No change 2 $4K
Geneos Wealth Management Inc. 0.00% Reduce -66.7% 2 $4K
Harvest Fund Management Co., Ltd 0.00% Reduce -96.5% 2 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -98.6% 1 $2K
WealthCollab, LLC 0.00% No change 1 $2K
Abound Wealth Management 0.00% No change 1 $2K
HHM Wealth Advisors, LLC 0.00% New 1 $2K
Parkworth Wealth Management, Inc. 0.00% — 1 $2K
Whipplewood Advisors, LLC 0.00% — 1 $2K
Global Financial Private Client, LLC 0.00% New 1 $2K
Old Second National Bank of Aurora 0.00% New 1 $2K
Harbour Investments, Inc. 0.00% No change 1 $2K
Trust Co. of Vermont 0.00% No change 1 $2K
Avion Wealth 0.00% No change 1 $2K

"% of holder's portfolio" is FCNCA's weight in each manager's 13F, not the share of First Citizens Bcshs Class A the manager owns.