First Citizens Bcshs Class AFCNCA

13F holders, Q1 2025 (March 31)
612holders −4
69new positions
70sold out
9famous investors
$1854.41avg. 13F price*

At the end of Q1 2025, 612 institutions reported holding First Citizens Bcshs Class A (FCNCA) in their 13F filings, down 4 from Q4 2024. 69 opened new positions and 70 sold out. The largest holders were BlackRock, Inc. ($2.3B), Vanguard Group Inc. ($1.8B) and Harris Associates (Oakmark Funds) ($1.2B). 9 famous investors held it, including Bill Nygren (2.1% of Harris Associates (Oakmark Funds)'s portfolio), Philippe Laffont (1.8% of Coatue Management's portfolio) and George Soros (0.3% of Soros Fund Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions69$86.4M
Exits70$147.3M

All 13F filers, Q4 2024 → Q1 2025: 403,053 shares bought and 558,553 shares sold, net −155,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 612 holders

BlackRock, Inc. 0.05% Reduce -2.5% 1,246,597 $2.3B
Vanguard Group Inc. 0.03% Reduce -7.7% 955,194 $1.8B
Harris Associates (Oakmark Funds) 2.08% Add +2.8% 667,011 $1.2B
Capital Research Global Investors 0.26% Add +1.1% 631,896 $1.2B
JPMorgan Chase & Co. 0.06% Add +2.3% 401,167 $743.8M
FMR LLC 0.03% Reduce -29.2% 253,229 $469.5M
State Street Corp. 0.02% Reduce -3.6% 251,543 $466.4M
Coatue Management 1.81% Add +1.0% 221,219 $410.2M
Geode Capital Management, LLC 0.03% Add +2.5% 206,307 $381.8M
Capital International Investors 0.06% Add +2.4% 176,784 $327.8M
Dimensional Fund Advisors LP 0.06% Reduce -5.8% 136,507 $253.0M
Morgan Stanley 0.02% Add +93.2% 125,702 $233.1M
Egerton Capital (UK) LLP 2.67% Add +21.7% 124,773 $231.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +13.1% 121,583 $225.4M
Brown Advisory Inc. 0.28% Reduce -1.2% 107,248 $198.9M
Norges Bank 0.03% Reduce -28.9% 100,461 $186.3M
Fuller & Thaler Asset Management, Inc. 0.60% Reduce -13.1% 83,965 $155.7M
Nuveen, LLC 0.05% — 80,881 $150.0M
First Citizens Bank & Trust Co. 3.71% Reduce -13.8% 78,874 $146.2M
Alliancebernstein L.P. 0.05% Add +3.9% 77,148 $143.0M
Wellington Management Group LLP 0.03% Reduce -3.6% 76,114 $141.1M
Northern Trust Corp. 0.02% Reduce -4.3% 73,412 $136.1M
Reinhart Partners, Llc. 4.49% Add +14.6% 66,459 $123.2M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +12.8% 61,877 $114.7M
Bank of America Corp. 0.01% Reduce -3.2% 56,275 $104.3M
UBS Group AG 0.02% Add +101.5% 55,567 $103.0M
Charles Schwab Investment Management Inc. 0.02% Add +6.2% 50,701 $94.0M
AMF Tjanstepension AB 0.64% Reduce -0.3% 47,085 $87.3M
Artisan Partners Limited Partnership 0.13% Reduce -10.8% 44,582 $82.7M
Hotchkis & Wiley Capital Management LLC 0.27% Reduce -1.2% 43,589 $80.8M
Legal & General Group Plc 0.02% Reduce -1.3% 42,395 $78.6M
Sculptor Capital LP 2.69% Add +16.0% 41,463 $76.9M
Alua Capital Management LP 6.17% Reduce -55.5% 40,859 $75.8M
Bank of New York Mellon Corp 0.01% Add +1.9% 40,553 $75.2M
Thompson Siegel & Walmsley LLC 1.25% Add +9.7% 39,568 $73.4M
First Trust Advisors LP 0.06% Add +70.0% 38,740 $71.8M
Goldman Sachs Group Inc. 0.01% Add +1.9% 37,389 $69.3M
Thrivent Financial for Lutherans 0.15% Reduce -0.1% 35,936 $66.7M
D. E. Shaw & Co. 0.08% Reduce -7.2% 34,347 $63.7M
Check Capital Management Inc. 4.09% Add +1.1% 33,958 $63.0M
Alberta Investment Management Corp 0.38% No change 28,176 $52.2M
Cortland Associates Inc. 6.23% Reduce -0.1% 27,990 $51.9M
Systematic Financial Management LP 1.39% Reduce -12.8% 26,233 $48.6M
Bronte Capital Management Pty Ltd. 3.75% Reduce -0.8% 21,311 $46.2M
Basswood Capital Management, L.L.C. 2.43% No change 23,333 $43.3M
Commerce Bank 0.27% Add +0.9% 22,400 $41.5M
Bank of Montreal 0.02% Reduce -42.1% 22,152 $41.1M
Natixis Advisors, LLC 0.07% Reduce -8.4% 21,847 $40.5M
California Public Employees Retirement System 0.03% Reduce -2.1% 21,215 $39.3M
Raymond James Financial Inc. 0.01% Add +6.0% 19,931 $37.0M
Qube Research & Technologies Ltd 0.06% Add +197.1% 19,918 $36.9M
Wells Fargo & Company 0.01% Add +7.2% 18,866 $35.0M
Ceredex Value Advisors LLC 0.76% Add +5.1% 18,668 $34.6M
American Century Companies Inc. 0.02% Add +22.3% 15,898 $29.5M
Citigroup Inc. 0.02% Reduce -0.8% 15,866 $29.4M
HSBC Holdings PLC 0.02% Add +2.1% 15,802 $29.3M
California State Teachers Retirement System 0.04% Reduce -3.1% 15,480 $28.7M
E. Ohman J:or Asset Management AB 0.76% Reduce -15.8% 15,392 $28.5M
Rhumbline Advisers 0.03% Reduce -2.8% 15,069 $27.9M
Envestnet Asset Management Inc. 0.01% Add +8.7% 14,626 $27.1M
Susquehanna International Group, LLP 0.04% Add +93.5% 14,481 $26.8M
Deutsche Bank AG 0.01% Reduce -12.3% 13,723 $25.4M
Vident Advisory, LLC 0.35% Add +12.5% 13,043 $24.2M
Barclays PLC 0.01% Add +52.2% 12,931 $24.0M
Tredje AP-fonden 0.21% Add +101.7% 12,171 $22.6M
Brown Brothers Harriman & Co. 0.16% Add +404566.7% 12,140 $22.5M
Invesco Ltd. 0.00% Reduce -28.8% 11,465 $21.3M
KBC Group NV 0.06% Add +113.9% 10,753 $19.9M
State Board of Administration of Florida Retirement System 0.04% Add +3.6% 10,426 $19.3M
Fundsmith Investment Services LTD. 0.27% No change 10,369 $19.2M
Allspring Global Investments Holdings, LLC 0.03% Reduce -0.0% 10,505 $19.2M
Royce & Associates LP 0.21% Reduce -6.6% 10,306 $19.1M
BI Asset Management Fondsmaeglerselskab A/S 0.22% Add +45.4% 10,304 $19.1M
Amundi 0.01% Add +28.9% 11,540 $18.8M
Truist Financial Corp. 0.03% Reduce -2.4% 9,745 $18.1M
ArrowMark Colorado Holdings LLC 0.28% Reduce -12.1% 9,460 $17.5M
Royal London Asset Management Ltd. 0.04% Add +6.8% 9,450 $17.5M
Maltese Capital Management LLC 2.84% Add +7.2% 9,300 $17.2M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +41.1% 9,283 $17.2M
Gator Capital Management, LLC 6.34% Add +2.8% 8,943 $16.6M
Mawer Investment Management Ltd. 0.08% Reduce -8.1% 8,922 $16.5M
Ameriprise Financial Inc. 0.00% Add +2.6% 8,655 $16.0M
Jacobs Asset Management, LLC 9.98% Add +41.7% 8,500 $15.8M
Anchor Investment Management, LLC 1.46% Reduce -1.1% 8,451 $15.7M
Marshall Wace, LLP 0.02% Add +947.3% 8,378 $15.5M
T. Rowe Price Associates Inc. 0.00% Add +2.5% 8,299 $15.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +7.2% 7,968 $14.8M
Teachers Retirement System of the State of Kentucky 0.13% Add +11.5% 7,741 $14.4M
Millennium Management 0.01% Reduce -66.3% 7,736 $14.3M
Cannell & Spears LLC 0.30% Add +4.4% 7,592 $14.1M
BNP Paribas Financial Markets 0.01% Reduce -53.7% 7,536 $14.0M
Stieven Capital Advisors, L.P. 2.70% Add +13.1% 7,507 $13.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.1% 7,457 $13.8M
Captrust Financial Advisors 0.03% Add +0.3% 7,296 $13.5M
Jane Street Group, LLC 0.02% Add +1714.4% 7,203 $13.4M
KLP Kapitalforvaltning As 0.06% No change 7,100 $13.2M
Siena Capital Partners GP, LLC 3.85% No change 6,984 $12.9M
Storebrand Asset Management As 0.04% Reduce -13.8% 6,851 $12.7M
Brandywine Global Investment Management, LLC 0.09% Reduce -8.7% 6,714 $12.4M
HRT Financial LP 0.08% Add +107.4% 6,510 $12.1M
Quadrature Capital Ltd 0.27% Add +874.9% 6,473 $12.0M
Whittier Trust Co. 0.16% Add +6.8% 6,382 $11.8M
Russell Investments Group, Ltd. 0.02% Add +46.1% 6,162 $11.4M
Pictet Asset Management Holding SA 0.01% Reduce -4.1% 6,116 $11.3M
State of Wisconsin Investment Board 0.03% Add +8.1% 6,015 $11.2M
Assetmark, Inc. 0.03% Add +11.9% 6,003 $11.1M
Riposte Capital LLC 7.10% No change 6,000 $11.1M
New York State Common Retirement Fund 0.02% Reduce -7.8% 5,931 $11.0M
Harbor Capital Advisors, Inc. 0.49% Add +24.1% 5,801 $10.8M
Royal Bank of Canada 0.00% Add +14.2% 5,465 $10.1M
Soros Fund Management 0.25% Add +9.4% 5,444 $10.1M
Treasurer of the State of North Carolina 0.04% Reduce -14.6% 5,264 $9.8M
CANADA LIFE ASSURANCE Co 0.02% Add +15.2% 5,241 $9.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.54% No change 5,149 $9.5M
Osaic Holdings, Inc. 0.02% Add +8.3% 5,087 $9.4M
Level Four Advisory Services, LLC 0.39% Add +4.7% 5,065 $9.4M
Ensign Peak Advisors, Inc 0.02% Add +3.3% 4,916 $9.1M
Korea Investment CORP 0.02% Add +4.7% 4,891 $9.1M
Prana Capital Management, LP 0.37% New 4,849 $9.0M
Victory Capital Management Inc. 0.01% Reduce -5.6% 4,827 $8.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.3% 4,788 $8.9M
Sendero Wealth Management, LLC 1.19% Reduce -0.1% 4,618 $8.6M
Andra AP-fonden 0.14% Reduce -36.1% 4,600 $8.5M
Petiole USA ltd 5.78% No change 4,415 $8.2M
Huber Capital Management LLC 1.53% Reduce -10.2% 4,393 $8.1M
Stifel Financial Corp. 0.01% Add +0.1% 4,374 $8.1M
Gabelli Funds LLC 0.06% Add +3.6% 4,326 $8.0M
Canada Pension Plan Investment Board 0.01% Add +276.6% 4,064 $7.5M
Janney Montgomery Scott LLC 0.02% Add +5.3% 3,991 $7.4M
Danske Bank A/S 0.02% Reduce -16.4% 3,944 $7.3M
AQR Capital Management 0.01% Reduce -26.6% 3,941 $7.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +11.7% 3,815 $7.1M
Asset Management One Co., Ltd. 0.02% Add +3.8% 3,802 $7.0M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +82.4% 3,763 $7.0M
Pathstone Holdings, LLC 0.03% Add +5.7% 3,755 $7.0M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -7.5% 3,700 $6.9M
Public Employees Retirement System of Ohio 0.02% Reduce -13.4% 3,648 $6.8M
LPL Financial LLC 0.00% Reduce -2.6% 3,537 $6.6M
Sei Investments Co. 0.01% Add +15.4% 3,497 $6.5M
Man Group plc 0.02% Add +113.4% 3,304 $6.1M
Stephens Inc. 0.09% Reduce -1.0% 3,287 $6.1M
Handelsbanken Fonder AB 0.03% Add +6.5% 3,272 $6.1M
Oliver Luxxe Assets LLC 1.11% Add +10.9% 3,235 $6.0M
Hiddenite Capital Partners LP 5.41% No change 3,230 $6.0M
Harvest Portfolios Group Inc. 0.17% Add +14.0% 3,193 $5.9M
Verition Fund Management LLC 0.04% Add +76.9% 3,190 $5.9M
Westfield Capital Management Co. LP 0.03% No change 3,186 $5.9M
Armor Advisors, L.L.C. 5.80% Add +39.3% 3,182 $5.9M
State of New Jersey Common Pension Fund D 0.03% Reduce -14.3% 3,160 $5.9M
Resona Asset Management Co.,Ltd. 0.03% Add +1.7% 3,108 $5.8M
Capstone Investment Advisors, LLC 0.06% Add +3012.4% 3,019 $5.6M
Caisse de depot et placement du Quebec 0.01% Reduce -49.5% 2,991 $5.5M
Jain Global LLC 0.11% New 2,932 $5.4M
Nomura Asset Management Co. Ltd. 0.02% Add +2.0% 2,914 $5.4M
Wilmington Savings Fund Society, FSB 0.10% No change 2,905 $5.4M
Barr E S & Co. 0.32% Add +2755.0% 2,855 $5.3M
Arizona State Retirement System 0.03% Reduce -4.7% 2,799 $5.2M
Whittier Trust Co. of Nevada Inc. 0.13% Add +6.5% 2,755 $5.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% New 2,741 $5.1M
AWH Capital, L.P. 7.35% Reduce -13.3% 2,735 $5.1M
Swedbank AB 0.01% Add +5.4% 2,533 $4.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 2,484 $4.6M
Tradewinds, LLC. 1.29% No change 2,473 $4.6M
National Bank of Canada 0.01% Add +59.5% 2,463 $4.6M
Knightsbridge Asset Management, LLC 1.16% Reduce -22.9% 2,390 $4.4M
EJF Capital LP 2.79% Add +22.6% 2,371 $4.4M
National Pension Service 0.00% Reduce -86.9% 2,262 $4.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +1.2% 2,235 $4.1M
Orion Porfolio Solutions, LLC 0.04% Add +0.6% 2,202 $4.1M
Orion Portfolio Solutions, LLC 0.04% Add +0.6% 2,202 $4.1M
Mediolanum International Funds Ltd 0.05% Add +71.0% 2,154 $4.0M
SG Americas Securities, LLC 0.01% New 2,121 $3.9M
SouthState Bank Corp 0.18% Add +0.9% 2,120 $3.9M
Daiwa Securities Group Inc. 0.02% Add +0.4% 2,109 $3.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% New 2,089 $3.9M
Boothbay Fund Management, LLC 0.14% Reduce -61.1% 2,040 $3.8M
Comerica Bank 0.02% Reduce -6.7% 2,010 $3.7M
Twin Tree Management, LP 0.08% Add +195.6% 2,007 $3.7M
Aberdeen Group plc 0.01% Reduce -1.0% 1,970 $3.7M
IFM Investors Pty Ltd 0.04% Reduce -2.0% 1,962 $3.6M
Utah Retirement Systems 0.04% Reduce -5.0% 1,904 $3.5M
Susquehanna Fundamental Investments, LLC 0.06% New 1,892 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -3.6% 1,864 $3.5M
TD Asset Management Inc 0.00% Reduce -7.0% 1,859 $3.4M
Family Manage LLC 0.57% New 1,856 $3.4M
Titan Global Capital Management USA LLC 0.70% Reduce -29.5% 1,830 $3.4M
Seldon Capital LP 2.09% No change 1,794 $3.3M
DNB Asset Management AS 0.01% Add +1.6% 1,742 $3.2M
Forsta Ap-Fonden 0.02% Reduce -29.2% 1,700 $3.2M
Alaska Permanent Fund Corp 0.04% No change 1,762 $3.1M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -3.7% 1,678 $3.1M
Franklin Resources Inc. 0.00% Add +50.9% 1,678 $3.1M
Coronation Fund Managers Ltd. 0.17% Reduce -3.4% 1,673 $3.1M
Voya Investment Management LLC 0.00% Add +0.5% 1,668 $3.1M
Quinn Opportunity Partners LLC 0.21% New 1,650 $3.1M
Live Oak Private Wealth LLC 0.48% Add +427.3% 1,603 $3.0M
MML Investors Services, LLC 0.01% Add +4.4% 1,583 $2.9M
Amitell Capital Pte Ltd 2.22% No change 1,548 $2.9M
Cetera Investment Advisers 0.01% Add +5.8% 1,538 $2.9M
RedJay Asset Management Inc. 1.50% New 1,500 $2.8M
O'shaughnessy Asset Management, LLC 0.02% Reduce -12.5% 1,499 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Add +18.0% 1,481 $2.7M
PGGM Investments 0.04% No change 1,474 $2.7M
Oppenheimer & Co. Inc. 0.04% No change 1,467 $2.7M
Sheets Smith Wealth Management 0.33% No change 1,447 $2.7M
Leuthold Group, LLC 0.35% New 1,444 $2.7M
Toronto Dominion Bank 0.01% Add +10.8% 1,440 $2.7M
Waverly Advisors, LLC 0.03% No change 1,428 $2.6M
Principal Financial Group Inc. 0.00% Reduce -3.3% 1,425 $2.6M
Teacher Retirement System of Texas 0.01% New 1,425 $2.6M
Delta Global Management LP 0.19% New 1,402 $2.6M
Bridgewater Associates 0.01% New 1,401 $2.6M
Inspire Investing, LLC 0.30% Reduce -20.9% 1,378 $2.6M
Creative Planning 0.00% Add +3.7% 1,279 $2.4M
EP Wealth Advisors, LLC 0.02% Add +2.2% 1,240 $2.3M
44 Wealth Management LLC 0.86% Reduce -1.6% 1,235 $2.3M
Cerity Partners LLC 0.00% Reduce -4.0% 1,223 $2.3M
Brevan Howard Capital Management LP 0.06% New 1,219 $2.3M
Nisa Investment Advisors, LLC 0.01% Reduce -0.7% 1,208 $2.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -61.8% 1,202 $2.2M
JT Stratford LLC 0.39% Reduce -5.0% 1,185 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Reduce -2.5% 1,185 $2.2M
Independent Advisor Alliance 0.07% Reduce -1.2% 1,144 $2.1M
Axxcess Wealth Management, LLC 0.06% New 1,135 $2.1M
Mraz, Amerine & Associates, Inc. 0.36% Reduce -0.6% 1,138 $2.1M
Sabal Trust CO 0.12% Reduce -0.1% 1,118 $2.1M
Summit X, LLC 0.43% Reduce -3.1% 1,116 $2.1M
Two Sigma Securities, LLC 0.32% Add +662.3% 1,113 $2.1M
Wedbush Securities Inc. 0.08% Add +0.1% 1,109 $2.1M
Xponance LLC 0.02% Reduce -3.0% 1,086 $2.0M
Regions Financial Corp. 0.01% No change 1,077 $2.0M
Allegiance Financial Group Advisory Services LLC 0.60% Reduce -3.6% 1,060 $2.0M
DekaBank Deutsche Girozentrale 0.00% Reduce -1.2% 1,081 $2.0M
Engineers Gate Manager LP 0.03% Add +94.8% 1,058 $2.0M
Ethic Inc. 0.04% Add +10.3% 1,074 $2.0M
Corient Private Wealth LP 0.00% Reduce -17.9% 1,043 $1.9M
OP Asset Management Ltd 0.03% — 1,042 $1.9M
Squarepoint Ops LLC 0.00% Add +310.2% 1,042 $1.9M
Laurion Capital Management LP 0.15% Add +4.8% 1,033 $1.9M
Clearstead Advisors, LLC 0.03% Reduce -1.1% 1,033 $1.9M
Public Employees Retirement Association of Colorado 0.01% No change 1,016 $1.9M
TD Private Client Wealth LLC 0.05% Add +2.0% 1,008 $1.9M
U.S. Capital Wealth Advisors, LLC 0.06% Add +0.3% 1,003 $1.9M
Cordgrass Capital Advisors, LLC 0.53% No change 1,000 $1.9M
Ulysses Management LLC 0.47% No change 1,000 $1.9M
De Lisle Partners LLP 0.31% New 1,000 $1.9M
Swiss Life Asset Management Ltd 0.01% Add +15.0% 998 $1.9M
Diversified Trust Co. 0.04% Reduce -11.3% 977 $1.8M
Blair William & Co. 0.01% Reduce -1.5% 965 $1.8M
Trust Co of the South 0.37% No change 947 $1.8M
1832 Asset Management L.P. 0.00% Add +11.7% 937 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.6% 933 $1.7M
Illinois Municipal Retirement Fund 0.02% No change 919 $1.7M
HB Wealth Management, LLC 0.01% Add +353.8% 903 $1.7M
Freemont Management S.A. 0.66% Reduce -10.0% 900 $1.7M
Western Wealth Management, LLC 0.11% New 887 $1.6M
US Bancorp \de 0.00% Add +16.2% 866 $1.6M
Intech Investment Management LLC 0.02% Reduce -18.2% 854 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -5.3% 848 $1.6M
Midwest Professional Planners, LTD. 0.49% Add +1.2% 844 $1.6M
Vest Financial, LLC 0.02% New 840 $1.6M
Nordea Investment Management AB 0.00% Reduce -79.0% 855 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +19.4% 819 $1.5M
Quantinno Capital Management LP 0.01% Add +59.6% 811 $1.5M
Solidarity Wealth, LLC 0.37% Add +0.3% 802 $1.5M
Noesis Capital Mangement Corp. 0.29% New 800 $1.5M
Semanteon Capital Management, LP 0.80% New 794 $1.5M
Kentucky Retirement Systems 0.04% New 785 $1.5M
Great Lakes Advisors, LLC 0.01% Reduce -0.3% 779 $1.4M
OneDigital Investment Advisors LLC 0.02% Reduce -5.4% 777 $1.4M
Smith Salley Wealth Management 0.09% Reduce -0.4% 757 $1.4M
Mariner, LLC 0.00% Reduce -37.4% 746 $1.4M
SkyView Investment Advisors, LLC 0.21% Add +0.3% 746 $1.4M
Sanctuary Advisors, LLC 0.01% Reduce -68.3% 732 $1.4M
Prudential Financial Inc. 0.00% Add +31.7% 731 $1.4M
PEAK6 LLC 0.05% Add +22.3% 725 $1.3M
Arrowstreet Capital, Limited Partnership 0.00% New 717 $1.3M
Muirfield Wealth Advisors LLC 1.12% No change 708 $1.3M
Cook Wealth, LLC 0.60% Reduce -0.3% 698 $1.2M
Impact Investors, Inc 0.95% Reduce -1.9% 657 $1.2M
Princeton Global Asset Management LLC 0.24% Add +5.2% 650 $1.2M
Virtus Investment Advisers, LLC 0.33% New 650 $1.2M
Synovus Financial Corp. 0.02% Reduce -9.7% 650 $1.2M
Sterling Capital Management LLC 0.02% Reduce -10.0% 639 $1.2M
Hunting Hill Global Capital, LLC 1.49% No change 636 $1.2M
Janus Henderson Group PLC 0.00% No change 639 $1.2M
M&T Bank Corp 0.00% Add +1.3% 632 $1.2M
Mackenzie Financial Corp. 0.00% Add +92.6% 622 $1.2M
Financial Security Advisor, Inc. 0.29% Add +0.2% 612 $1.1M
Amalgamated Bank 0.01% Reduce -1.3% 610 $1.1M
Avantra Family Wealth, Inc. 1.08% Add +1.7% 607 $1.1M
Holderness Investments Co. 0.26% Reduce -5.0% 606 $1.1M
MBL Wealth, LLC 0.11% No change 602 $1.1M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Reduce -0.2% 602 $1.1M
PMC FIG Opportunities LLC 2.72% Reduce -57.0% 600 $1.1M
Angel Oak Capital Advisors, LLC 1.46% Add +51.3% 590 $1.1M
Gulf International Bank (UK) Ltd 0.04% Reduce -30.9% 583 $1.1M
STRS Ohio 0.00% Add +1.4% 579 $1.1M
CIBC Asset Management Inc 0.00% Add +4.4% 573 $1.1M
Cynosure Group, LLC 0.15% Add +32.1% 568 $1.1M
Nicholas Investment Partners, LP 0.12% Add +0.2% 567 $1.1M
PNC Financial Services Group, Inc. 0.00% Add +4.9% 560 $1.0M
Park Avenue Securities LLC 0.01% Add +11.5% 551 $1.0M
Physicians Financial Services, Inc. 0.32% No change 550 $1.0M
Jones Financial Companies LLLP 0.00% Add +122.7% 550 $1.0M
Schroder Investment Management Group 0.00% Add +18.0% 545 $1.0M
Maryland State Retirement & Pension System 0.02% Reduce -15.8% 539 $999K
Driehaus Capital Management LLC 0.01% Reduce -18.5% 539 $999K
Neuberger Berman Group LLC 0.00% Add +27.3% 531 $985K
Mill Capital Management, LLC 0.08% No change 525 $973K
Investment Management Corp of Ontario 0.02% Reduce -46.2% 520 $964K
Allianz Asset Management GmbH 0.00% Add +37.6% 520 $964K
Vontobel Holding Ltd. 0.00% Reduce -17.4% 516 $957K
Generali Asset Management SPA SGR 0.02% New 515 $955K
Affinity Wealth Management LLC 0.17% Add +6.3% 508 $942K
Mayport, LLC 0.26% Reduce -9.8% 499 $925K
Whitener Capital Management, Inc. 0.26% No change 495 $918K
Sowell Financial Services LLC 0.04% New 490 $908K
Pettinga Financial Advisors LLC 0.21% No change 485 $899K
Candriam S.C.A. 0.01% Reduce -9.3% 479 $888K
Daiichi Life Insurance Co., Ltd. 0.03% No change 476 $883K
Prime Capital Investment Advisors, LLC 0.01% New 475 $881K
XTX Topco Ltd 0.05% Add +101.3% 475 $881K
Macquarie Group Ltd. 0.00% No change 474 $879K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -49.6% 471 $873K
Meeder Asset Management Inc. 0.06% Add +11625.0% 469 $870K
Allstate Corp. 0.03% Add +56.9% 469 $870K
HighTower Advisors, LLC 0.00% Add +37.4% 463 $859K
Quadrant Capital Group LLC 0.03% Add +187.6% 463 $858K
Edgestream Partners, L.P. 0.03% New 463 $858K
MRP Capital Investments, LLC 0.79% Reduce -4.2% 453 $840K
AG2R La Mondiale Gestion D'actifs 0.05% — 454 $839K
Aviva PLC 0.00% Reduce -2.8% 450 $834K
Cibc World Markets Corp. 0.01% Reduce -3.1% 443 $821K
AXA S.A. 0.00% New 443 $821K
Meitav Investment House Ltd. 0.02% Add +28.1% 442 $820K
Tandem Capital Management Corp. 0.45% No change 439 $814K
Greenleaf Trust 0.01% Add +0.5% 436 $808K
Kestra Private Wealth Services, LLC 0.01% Add +4.9% 429 $795K
Old North State Trust, LLC 0.50% No change 371 $784K
Benjamin Edwards Inc. 0.01% Add +4.9% 410 $760K
Bartlett & Co. Wealth Management LLC 0.01% No change 405 $751K
Empowered Funds, LLC 0.01% Add +71.9% 392 $727K
Malaga Cove Capital, LLC 0.31% New 385 $714K
Marathon Capital Management 0.19% Add +5.5% 385 $714K
Cambria Investment Management, L.P. 0.05% Add +67.1% 381 $706K
Pekin Hardy Strauss, Inc. 0.09% Reduce -10.6% 379 $703K
Gradient Investments LLC 0.01% No change 379 $703K
Exencial Wealth Advisors, LLC 0.03% Reduce -12.2% 376 $697K
Callan Family Office, LLC 0.05% Reduce -1.8% 376 $697K
Caprock Group, LLC 0.02% Reduce -21.1% 373 $692K
Dover Advisors, LLC 0.30% New 368 $682K
OMERS ADMINISTRATION Corp 0.01% Reduce -14.0% 363 $673K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 362 $671K
Susquehanna Portfolio Strategies, LLC 0.29% New 361 $669K
Persistent Asset Partners Ltd 0.59% Reduce -63.8% 360 $667K
WealthShield Partners, LLC 0.09% Add +3.2% 359 $666K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +2.9% 353 $654K
Cibc World Market Inc. 0.00% Reduce -8.2% 349 $647K
&partners 0.01% Add +61.9% 348 $639K
Applied Finance Capital Management, LLC 0.05% No change 336 $623K
Kentucky Retirement Systems Insurance Trust Fund 0.04% New 334 $619K
Peterson Wealth Services 0.19% Reduce -43.5% 328 $609K
Nations Financial Group Inc, /Ia/ 0.05% Add +1.3% 325 $603K
Forum Financial Management, LP 0.01% No change 323 $599K
DRW Securities, LLC 0.05% New 317 $588K
Covey Capital Advisors, LLC 0.67% No change 315 $584K
Summit Trail Advisors, LLC 0.02% Add +28.6% 310 $574K
Marmo Financial Group, LLC 0.31% No change 307 $570K
Atria Investments, Inc 0.01% Add +12.6% 304 $563K
D.A. Davidson & Co. 0.00% No change 303 $562K
Militia Capital Partners, LP 0.45% Add +200.0% 300 $556K
Paradigm Asset Management Co. LLC 0.15% No change 300 $556K
Praxis Investment Management Inc. 0.04% Reduce -3.2% 300 $556K
First Bank & Trust 0.10% Add +4.8% 286 $530K
Shell Asset Management Co. 0.03% Reduce -0.7% 284 $527K
Triangle Securities Wealth Management 0.13% Add +19.0% 282 $523K
Independent Financial Group, LLC 0.02% Reduce -55.6% 280 $519K
Garda Capital Partners LP 0.29% New 279 $517K
Sherbrooke Park Advisers LLC 0.24% New 274 $508K
Ritholtz Wealth Management 0.02% Reduce -2.1% 273 $506K
Burney Co./ 0.02% Reduce -7.3% 267 $495K
Stonegate Investment Group, LLC 0.01% Reduce -4.3% 267 $495K
Rakuten Investment Management, Inc. 0.00% — 269 $494K
Graham Capital Management, L.P. 0.02% Reduce -15.9% 265 $491K
Hedeker Wealth, LLC 0.13% Add +41.2% 264 $489K
Founders Financial Alliance, LLC 0.12% Add +133.9% 262 $486K
Coldstream Capital Management Inc. 0.01% Reduce -1.1% 260 $482K
Credit Agricole S A 0.00% Reduce -23.5% 260 $482K
NewEdge Advisors, LLC 0.00% Reduce -27.3% 253 $470K
Emerald Mutual Fund Advisers Trust 0.03% No change 250 $464K
Carolinas Wealth Consulting LLC 0.10% Reduce -0.4% 248 $460K
Mercer Global Advisors Inc. 0.00% Add +12.8% 247 $459K
Quent Capital, LLC 0.05% Reduce -0.4% 247 $457K
Ieq Capital, LLC 0.00% No change 244 $452K
Guggenheim Capital LLC 0.00% Add +38.1% 243 $451K
Focus Partners Wealth 0.00% Add +0.8% 241 $447K
Oppenheimer Asset Management Inc. 0.01% Add +0.4% 241 $447K
Fox Run Management, L.L.C. 0.07% New 239 $443K
Kingswood Wealth Advisors, LLC 0.04% New 237 $439K
Farther Finance Advisors, LLC 0.01% Add +13.2% 240 $438K
Aptus Capital Advisors, LLC 0.01% Reduce -1.7% 236 $438K
Advisory Services Network, LLC 0.01% Add +2.2% 232 $430K
Greenwich Wealth Management LLC 0.03% Reduce -2.1% 230 $427K
Avantax Advisory Services, Inc. 0.00% Add +12.8% 229 $425K
Ontario Teachers Pension Plan Board 0.01% Add +20.2% 226 $419K
Signaturefd, LLC 0.01% Reduce -3.1% 221 $410K
Venturi Wealth Management, LLC 0.02% Add +3.8% 221 $410K
Axq Capital, LP 0.16% New 219 $406K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -4.0% 216 $400K
SeaCrest Wealth Management, LLC 0.04% No change 214 $397K
Choreo, LLC 0.01% Reduce -3.2% 214 $396K
Ossiam 0.01% Reduce -20.7% 211 $391K
Assenagon Asset Management S.A. 0.00% Reduce -83.9% 208 $386K
MetLife Investment Management, LLC 0.00% Reduce -1.9% 207 $384K
Tritonpoint Wealth, LLC 0.04% Reduce -1.9% 204 $378K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 202 $375K
Integrated Quantitative Investments LLC 0.18% Reduce -4.8% 200 $371K
Catalyst Funds Management Pty Ltd 0.10% New 200 $371K
Colonial Trust Advisors 0.03% No change 200 $371K
UniSuper Management Pty Ltd 0.00% No change 200 $371K
State of Michigan Retirement System 0.00% No change 200 $371K
Panagora Asset Management Inc. 0.00% No change 200 $371K
Emerald Advisers, LLC 0.02% Reduce -5.2% 199 $369K
Advisors Asset Management, Inc. 0.01% New 199 $369K
Private Capital Advisors, Inc. 0.04% No change 197 $365K
Alps Advisors Inc. 0.00% Add +1.0% 194 $360K
Lido Advisors, LLC 0.00% Add +12.9% 192 $356K
Colton Groome Financial Advisors, LLC 0.14% No change 200 $356K
Yousif Capital Management, LLC 0.00% Add +1.6% 191 $354K
Heritage Trust Co 0.04% Add +1.1% 190 $352K
Cambridge Investment Research Advisors, Inc. 0.00% Add +16.6% 190 $352K
Principal Securities, Inc. 0.01% No change 166 $351K
Dorsey & Whitney Trust CO LLC 0.02% No change 187 $347K
Merrion Investment Management Co, LLC 0.25% No change 186 $345K
LRI Investments, LLC 0.03% Reduce -13.5% 186 $344K
Salem Investment Counselors Inc. 0.01% No change 185 $343K
Aquatic Capital Management LLC 0.01% New 182 $337K
Aster Capital Management (DIFC) Ltd 0.06% New 163 $334K
Transcend Capital Advisors, LLC 0.02% No change 180 $334K
Guardian Wealth Advisors, LLC / NC 0.03% No change 179 $332K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -9.6% 178 $330K
CIBC Private Wealth Group LLC 0.00% Add +23.7% 209 $326K
Verdence Capital Advisors LLC 0.02% Add +1.2% 175 $324K
Alyeska Investment Group, L.P. 0.00% New 174 $323K
Raiffeisen Bank International AG 0.01% New 175 $321K
Snowden Capital Advisors LLC 0.01% Reduce -28.2% 173 $321K
Pinnacle Associates Ltd. 0.00% No change 173 $321K
Vestcor Inc 0.01% Reduce -21.8% 172 $319K
Metis Global Partners, LLC 0.01% Add +24.6% 172 $319K
Asahi Life Asset Management Co., LTD. 0.20% New 168 $311K
Cwm, LLC 0.00% Reduce -22.0% 167 $310K
Cresset Asset Management, LLC 0.00% Add +3.8% 163 $302K
Bank of Nova Scotia 0.00% Reduce -14.7% 163 $302K
Stratos Wealth Partners, LTD. 0.00% Reduce -4.1% 162 $301K
IFP Advisors, Inc 0.01% No change 160 $300K
Keel Point, LLC 0.02% No change 160 $297K
Private Advisor Group, LLC 0.00% Reduce -8.1% 158 $293K
Waterloo Capital, L.P. 0.03% Add +0.6% 157 $291K
LexAurum Advisors, LLC 0.06% No change 157 $291K
GAMCO Investors 0.00% No change 155 $287K
Cooper Financial Group 0.04% Add +5.5% 154 $286K
Tidal Investments LLC 0.00% Reduce -54.0% 154 $286K
Personal Cfo Solutions, LLC 0.06% Add +20.0% 150 $278K
Quantessence Capital LLC 0.07% New 150 $278K
Covestor Ltd 0.19% Reduce -53.0% 149 $277K
Vinva Investment Management Ltd 0.01% New 150 $275K
AlTi Global, Inc. 0.01% No change 147 $273K
Quantitative Investment Management, LLC 0.03% New 147 $272K
Woodard & Co. Asset Management Group Inc. 0.06% No change 144 $267K
Journey Strategic Wealth LLC 0.01% Reduce -1.4% 142 $263K
Delta Investment Management, LLC 0.05% Add +23.7% 141 $262K
Blueshift Asset Management, LLC 0.10% New 140 $260K
Atria Wealth Solutions, Inc. 0.00% Reduce -53.6% 140 $260K
NorthCoast Asset Management LLC 0.00% Reduce -2.1% 138 $256K
Gotham Asset Management 0.00% No change 135 $250K
Gryphon Financial Partners LLC 0.04% Add +32.0% 132 $245K
Fidelis Capital Partners, LLC 0.03% Add +3.8% 138 $245K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.8% 132 $245K
Nilsine Partners, LLC 0.03% Add +11.1% 130 $241K
Simon Quick Advisors, LLC 0.01% Add +24.0% 129 $239K
Quantum Financial Advisors, LLC 0.04% No change 129 $239K
Mosaic Family Wealth Partners, LLC 0.03% New 129 $239K
Yoffe Investment Management, LLC 0.35% No change 128 $237K
Sequoia Financial Advisors, LLC 0.00% Reduce -59.1% 126 $234K
McCollum Christoferson Group LLC 0.07% No change 125 $232K
Moody National Bank Trust Division 0.02% No change 123 $228K
Horst & Graben Wealth Management LLC 0.04% New 122 $226K
Modera Wealth Management, LLC 0.00% Reduce -6.9% 122 $226K
Mason & Associates Inc 0.06% No change 121 $224K
Brookwood Investment Group LLC 0.04% — 120 $223K
Fort Washington Investment Advisors Inc. 0.00% No change 120 $222K
DAVENPORT & Co LLC 0.00% New 119 $221K
Concurrent Investment Advisors, LLC 0.01% No change 117 $217K
TCFG Wealth Management, LLC 0.11% Reduce -8.0% 115 $213K
B. Riley Wealth Advisors, Inc. 0.01% Add +1.8% 114 $212K
Cigna Investments Inc. 0.04% Reduce -5.8% 114 $212K
Bank & Trust Co 0.17% No change 114 $211K
M. Kulyk & Associates, LLC 0.05% No change 114 $211K
Stevens Capital Management LP 0.05% New 114 $211K
Siemens Fonds Invest GmbH 0.01% Add +6.6% 113 $210K
Abn Amro Investment Solutions 0.00% Reduce -43.9% 110 $204K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -54.0% 108 $201K
Kenora Financial, LLC 0.08% New 108 $200K
Blue Trust, Inc. 0.00% Add +16.5% 106 $197K
Cary Street Partners Financial LLC 0.01% Reduce -32.0% 104 $193K
Lazard Asset Management LLC 0.00% Add +718.2% 90 $166K
Private Trust Co. NA 0.02% No change 88 $163K
Colonial Trust Co / SC 0.02% Reduce -26.6% 83 $154K
Parallel Advisors, LLC 0.00% Reduce -5.8% 82 $152K
Steward Partners Investment Advisory, LLC 0.00% Add +5.2% 81 $151K
Corebridge Financial, Inc. 0.00% Reduce -7.2% 77 $143K
GeoWealth Management, LLC 0.01% Reduce -40.6% 73 $135K
EverSource Wealth Advisors, LLC 0.01% Add +39.6% 67 $124K
State of Wyoming 0.02% Add +15.8% 66 $122K
GAMMA Investing LLC 0.01% Reduce -8.3% 66 $122K
Federated Hermes, Inc. 0.00% Reduce -72.9% 64 $119K
Ostrum Asset Management 0.01% Reduce -46.5% 62 $115K
North Star Investment Management Corp. 0.01% No change 60 $112K
Tower Research Capital LLC (TRC) 0.00% Reduce -12.3% 57 $106K
Smartleaf Asset Management LLC 0.01% Add +2.0% 51 $94K
Accent Capital Management, LLC 0.05% No change 50 $93K
CI Investments Inc. 0.00% Reduce -14.8% 46 $85K
Toth Financial Advisory Corp. 0.01% Add +263.6% 40 $74K
NFSG Corp 0.02% No change 39 $72K
Bessemer Group Inc. 0.00% Reduce -95.1% 39 $72K
Brooklyn Investment Group 0.01% Add +32.1% 37 $67K
Johnson Financial Group, Inc. 0.00% No change 35 $65K
Wayfinding Financial, LLC 0.03% New 35 $64K
Riverview Trust Co 0.06% No change 30 $56K
Parkside Financial Bank & Trust 0.01% Reduce -38.3% 29 $54K
Plante Moran Financial Advisors, LLC 0.00% New 26 $48K
Trust Co 0.01% No change 25 $46K
SBI Securities Co., Ltd. 0.00% Add +26.3% 24 $44K
Community Bank, N.A. 0.01% New 24 $44K
Versant Capital Management, Inc 0.01% Add +22.2% 22 $41K
V-Square Quantitative Management LLC 0.01% No change 21 $39K
Walleye Trading LLC 0.00% Reduce -95.0% 21 $39K
SVB Wealth LLC 0.00% New 19 $35K
Asset Planning,Inc 0.03% No change 18 $33K
Duncker Streett & Co. Inc. 0.01% No change 17 $32K
MassMutual Private Wealth & Trust, FSB 0.00% Add +54.5% 17 $32K
Mather Group, Llc. 0.00% Reduce -5.6% 17 $32K
Allworth Financial LP 0.00% Add +21.4% 17 $31K
Huntington National Bank 0.00% Add +60.0% 16 $30K
Fifth Third Bancorp 0.00% Reduce -16.7% 15 $28K
Hemington Wealth Management 0.00% Reduce -12.5% 14 $25K
Picton Mahoney Asset Management 0.00% Reduce -99.8% 13 $25K
PFS Partners, LLC 0.01% No change 13 $24K
Lindbrook Capital, LLC 0.00% Reduce -48.0% 13 $24K
Arax Advisory Partners 0.00% Reduce -53.6% 13 $24K
Larson Financial Group LLC 0.00% Add +62.5% 13 $24K
Country Trust Bank 0.00% Add +10.0% 11 $20K
Tobam 0.01% Reduce -92.8% 10 $19K
Private Wealth Management Group, LLC 0.01% No change 10 $19K
Caldwell Sutter Capital, Inc. 0.01% No change 10 $19K
Rise Advisors, LLC 0.01% No change 9 $17K
Key Financial Inc 0.00% No change 9 $17K
JFS Wealth Advisors, LLC 0.00% No change 8 $15K
Atlas Capital Advisors Inc. 0.00% No change 8 $15K
Cary Street Partners Investment Advisory LLC 0.01% New 7 $13K
Global Wealth Strategies & Associates 0.00% No change 7 $13K
Arlington Trust Co LLC 0.00% No change 7 $13K
Bell Investment Advisors, Inc 0.00% No change 7 $13K
First Horizon Advisors, Inc. 0.00% Reduce -30.0% 7 $13K
Fortitude Family Office, LLC 0.00% No change 6 $11K
Harbor Investment Advisory, LLC 0.00% No change 6 $11K
Spire Wealth Management 0.00% Reduce -37.5% 5 $9K
Golden State Wealth Management, LLC 0.00% No change 5 $9K
Saudi Central Bank 0.04% New 4 $7K
WPG Advisers, LLC 0.01% No change 4 $7K
Rakuten Securities, Inc. 0.00% No change 4 $7K
Cullen/Frost Bankers, Inc. 0.00% Reduce -62.5% 3 $6K
Sachetta, LLC 0.00% Add +50.0% 3 $6K
Manchester Capital Management LLC 0.00% No change 3 $6K
MAI Capital Management 0.00% No change 3 $6K
Chesapeake Asset Management LLC 0.01% No change 3 $6K
Bruce G. Allen Investments, LLC 0.00% No change 3 $6K
Hara Capital LLC 0.00% New 3 $6K
Red Tortoise LLC 0.00% No change 3 $6K
Sittner & Nelson, LLC 0.00% No change 3 $6K
Westend Capital Management, LLC 0.00% No change 3 $6K
Pinnacle Bancorp, Inc. 0.00% No change 3 $6K
Grove Bank & Trust 0.00% Reduce -57.1% 3 $6K
Harbour Investments, Inc. 0.00% Add +200.0% 3 $6K
Geneos Wealth Management Inc. 0.00% Add +50.0% 3 $6K
Bokf, NA 0.00% No change 3 $6K
Harvest Fund Management Co., Ltd 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% No change 2 $4K
MV Capital Management, Inc. 0.00% No change 2 $4K
Albion Financial Group 0.00% No change 2 $4K
Global Financial Private Client, LLC 0.00% Add +100.0% 2 $4K
Raffa Wealth Management, LLC 0.00% No change 2 $4K
Rothschild Investment LLC 0.00% No change 2 $4K
Leonteq Securities AG 0.00% New 2 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $2K
Avion Wealth 0.00% No change 1 $2K
WealthCollab, LLC 0.00% No change 1 $2K
Abound Wealth Management 0.00% No change 1 $2K
Rialto Wealth Management, LLC 0.00% New 1 $2K
First Pacific Financial 0.00% New 1 $2K
Crewe Advisors LLC 0.00% New 1 $2K
HHM Wealth Advisors, LLC 0.00% No change 1 $2K
Beaird Harris Wealth Management, LLC 0.00% Reduce -93.3% 1 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -97.8% 1 $2K
Whipplewood Advisors, LLC 0.00% Add +10900.0% 110 $2K
Highline Wealth Partners LLC 0.00% New 1 $2K
Private Wealth Asset Management, LLC 0.00% — 1 $2K
Trust Co. of Vermont 0.00% No change 1 $2K
Ogorek Anthony Joseph /NY/ 0.00% New 1 $1K

"% 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.