First Citizens Bcshs Class AFCNCA

13F holders, Q2 2025 (June 30)
603holders −9
65new positions
71sold out
8famous investors
$1957.52avg. 13F price*

At the end of Q2 2025, 603 institutions reported holding First Citizens Bcshs Class A (FCNCA) in their 13F filings, down 9 from Q1 2025. 65 opened new positions and 71 sold out. The largest holders were BlackRock, Inc. ($2.4B), Vanguard Group Inc. ($1.8B) and Harris Associates (Oakmark Funds) ($1.4B). 8 famous investors held it, including Bill Nygren (2.3% of Harris Associates (Oakmark Funds)'s portfolio), Philippe Laffont (1.1% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions65$96.2M
Exits71$159.7M

All 13F filers, Q1 2025 → Q2 2025: 382,414 shares bought and 559,602 shares sold, net −177,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 603 holders

BlackRock, Inc. 0.05% Reduce -1.4% 1,229,716 $2.4B
Vanguard Group Inc. 0.03% Reduce -3.7% 919,595 $1.8B
Harris Associates (Oakmark Funds) 2.34% Add +10.4% 736,249 $1.4B
Capital Research Global Investors 0.25% Reduce -0.2% 630,611 $1.2B
JPMorgan Chase & Co. 0.06% Add +4.0% 417,088 $816.0M
State Street Corp. 0.02% Reduce -7.6% 232,448 $454.8M
Coatue Management 1.15% Reduce -4.6% 211,007 $412.8M
FMR LLC 0.02% Reduce -23.4% 193,904 $379.4M
Geode Capital Management, LLC 0.03% Reduce -7.0% 191,805 $374.3M
Capital International Investors 0.06% Reduce -0.8% 175,347 $343.1M
Dimensional Fund Advisors LP 0.06% Reduce -2.5% 133,085 $260.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -0.0% 121,549 $237.8M
Morgan Stanley 0.01% Reduce -12.5% 110,018 $215.3M
Brown Advisory Inc. 0.26% Reduce -6.1% 100,739 $197.1M
Hotchkis & Wiley Capital Management LLC 0.62% Add +123.3% 97,330 $190.4M
Norges Bank 0.02% Reduce -9.6% 90,778 $177.6M
Egerton Capital (UK) LLP 1.79% Reduce -28.7% 89,010 $174.1M
Wellington Management Group LLP 0.03% Add +7.2% 81,564 $159.6M
First Citizens Bank & Trust Co. 2.80% Add +0.3% 79,132 $154.8M
Nuveen, LLC 0.04% Reduce -11.7% 71,399 $139.7M
Reinhart Partners, Llc. 4.63% Add +4.2% 69,279 $135.6M
Alliancebernstein L.P. 0.04% Reduce -12.7% 67,362 $131.8M
Bank of America Corp. 0.01% Add +15.7% 65,101 $127.4M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +4.8% 64,826 $126.8M
Northern Trust Corp. 0.02% Reduce -12.6% 64,156 $125.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.2% 49,579 $97.0M
UBS Group AG 0.02% Reduce -18.4% 45,326 $88.7M
Artisan Partners Limited Partnership 0.13% Reduce -0.3% 44,428 $86.9M
Goldman Sachs Group Inc. 0.01% Add +17.6% 43,980 $86.0M
Sculptor Capital LP 2.11% No change 41,463 $81.1M
Alua Capital Management LP 5.48% No change 40,859 $79.9M
Thrivent Financial for Lutherans 0.18% Add +11.9% 40,200 $78.7M
Thompson Siegel & Walmsley LLC 1.24% Reduce -5.2% 37,523 $73.4M
Legal & General Group Plc 0.02% Reduce -13.1% 36,848 $72.1M
Bank of New York Mellon Corp 0.01% Reduce -13.7% 34,995 $68.5M
First Trust Advisors LP 0.05% Reduce -10.4% 34,708 $67.9M
Check Capital Management Inc. 4.42% Add +1.0% 34,286 $67.1M
D. E. Shaw & Co. 0.07% Reduce -3.0% 33,305 $65.2M
Barclays PLC 0.03% Add +156.8% 33,203 $65.0M
Alberta Investment Management Corp 0.47% Add +0.7% 28,376 $55.5M
Cortland Associates Inc. 6.38% Reduce -0.2% 27,922 $54.6M
Bronte Capital Management Pty Ltd. 4.19% Add +13.6% 24,198 $53.3M
Systematic Financial Management LP 1.36% Reduce -0.4% 26,120 $51.1M
Natixis Advisors, LLC 0.08% Add +11.3% 24,315 $47.6M
Basswood Capital Management, L.L.C. 2.27% No change 23,333 $45.7M
Millennium Management 0.04% Add +184.4% 21,998 $43.0M
Raymond James Financial Inc. 0.01% Add +6.8% 21,283 $41.6M
Cannell & Spears LLC 0.83% Add +177.6% 21,077 $41.2M
Royal Bank of Canada 0.01% Add +269.2% 20,178 $39.5M
Wells Fargo & Company 0.01% Add +6.7% 20,125 $39.4M
California Public Employees Retirement System 0.02% Reduce -6.1% 19,922 $39.0M
Bank of Montreal 0.02% Reduce -12.0% 19,490 $38.1M
American Century Companies Inc. 0.02% Add +19.1% 18,926 $37.0M
Ceredex Value Advisors LLC 0.78% Add +0.1% 18,680 $36.5M
Fuller & Thaler Asset Management, Inc. 0.12% Reduce -80.0% 16,787 $32.8M
Envestnet Asset Management Inc. 0.01% Add +13.5% 16,603 $32.5M
Jane Street Group, LLC 0.05% Add +126.7% 16,327 $31.9M
Commerce Bank 0.19% Reduce -28.2% 16,082 $31.5M
Vident Advisory, LLC 0.32% Add +12.2% 14,630 $28.6M
California State Teachers Retirement System 0.03% Reduce -7.6% 14,299 $28.0M
Citigroup Inc. 0.02% Reduce -13.5% 13,723 $26.8M
Rhumbline Advisers 0.02% Reduce -12.2% 13,230 $25.9M
Anchor Investment Management, LLC 2.24% Add +54.3% 13,036 $25.5M
E. Ohman J:or Asset Management AB 0.62% Reduce -17.5% 12,705 $24.9M
Deutsche Bank AG 0.01% Reduce -9.1% 12,469 $24.4M
KBC Group NV 0.06% Add +11.7% 12,014 $23.5M
Brown Brothers Harriman & Co. 0.15% Reduce -4.4% 11,605 $22.7M
Invesco Ltd. 0.00% Reduce -4.0% 11,002 $21.5M
Susquehanna International Group, LLP 0.03% Reduce -25.2% 10,832 $21.2M
Amundi 0.01% Reduce -12.6% 10,083 $20.9M
Fundsmith Investment Services LTD. 0.27% No change 10,369 $20.3M
Allspring Global Investments Holdings, LLC 0.03% Reduce -6.2% 9,853 $20.1M
State Board of Administration of Florida Retirement System 0.03% Reduce -6.5% 9,744 $19.1M
Truist Financial Corp. 0.03% Reduce -0.5% 9,699 $19.0M
HSBC Holdings PLC 0.01% Reduce -39.4% 9,581 $18.8M
Worldquant Millennium Advisors LLC 0.09% New 9,580 $18.7M
Qube Research & Technologies Ltd 0.03% Reduce -52.7% 9,430 $18.4M
ArrowMark Colorado Holdings LLC 0.32% Reduce -3.2% 9,160 $17.9M
HRT Financial LP 0.08% Add +37.8% 8,970 $17.5M
Twinbeech Capital LP 0.40% New 8,953 $17.5M
Royal London Asset Management Ltd. 0.04% Reduce -5.4% 8,939 $17.5M
KLP Kapitalforvaltning As 0.07% Add +23.9% 8,800 $17.2M
Gator Capital Management, LLC 5.34% Reduce -2.2% 8,749 $17.1M
Mawer Investment Management Ltd. 0.09% Reduce -3.3% 8,624 $16.9M
Maltese Capital Management LLC 2.38% Reduce -7.5% 8,600 $16.8M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -8.1% 8,532 $16.7M
Ameriprise Financial Inc. 0.00% Reduce -4.3% 8,281 $16.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.1% 7,972 $15.6M
T. Rowe Price Associates Inc. 0.00% Reduce -5.2% 7,869 $15.4M
BNP Paribas Financial Markets 0.01% Add +3.2% 7,776 $15.2M
Teachers Retirement System of the State of Kentucky 0.12% No change 7,741 $15.1M
BI Asset Management Fondsmaeglerselskab A/S 0.15% Reduce -25.4% 7,688 $15.0M
Stieven Capital Advisors, L.P. 2.87% Add +0.1% 7,513 $14.7M
Riposte Capital LLC 7.31% Add +25.0% 7,500 $14.7M
Danske Bank A/S 0.04% Add +89.3% 7,464 $14.6M
Captrust Financial Advisors 0.03% Add +2.1% 7,448 $14.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.6% 7,261 $14.2M
Jacobs Asset Management, LLC 7.81% Reduce -17.6% 7,000 $13.7M
Siena Capital Partners GP, LLC 3.99% No change 6,984 $13.7M
Whittier Trust Co. 0.16% Add +9.3% 6,979 $13.7M
Royce & Associates LP 0.14% Reduce -32.3% 6,976 $13.6M
Brandywine Global Investment Management, LLC 0.09% Reduce -2.1% 6,570 $12.9M
Soros Fund Management 0.34% Add +20.4% 6,555 $12.8M
Pictet Asset Management Holding SA 0.01% Add +3.8% 6,348 $12.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.53% Add +21.4% 6,249 $12.2M
Victory Capital Management Inc. 0.01% Add +23.0% 5,936 $11.8M
Harbor Capital Advisors, Inc. 0.49% Add +2.2% 5,929 $11.6M
Russell Investments Group, Ltd. 0.01% Reduce -4.6% 5,880 $11.5M
Osaic Holdings, Inc. 0.02% Add +14.4% 5,818 $11.3M
River Road Asset Management, LLC 0.14% New 5,568 $11.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +689.1% 5,658 $11.1M
State of Wisconsin Investment Board 0.03% Reduce -7.0% 5,597 $11.0M
New York State Common Retirement Fund 0.01% Reduce -8.4% 5,431 $10.6M
Level Four Advisory Services, LLC 0.38% Add +4.8% 5,306 $10.4M
CANADA LIFE ASSURANCE Co 0.02% Reduce -0.6% 5,211 $10.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.1% 4,785 $10.0M
Korea Investment CORP 0.02% Reduce -2.1% 4,786 $9.4M
Sendero Wealth Management, LLC 1.16% Add +3.0% 4,755 $9.3M
Colonial Trust Co / SC 1.33% Add +5531.3% 4,674 $9.1M
Treasurer of the State of North Carolina 0.03% Reduce -12.6% 4,603 $9.0M
Stifel Financial Corp. 0.01% Add +4.8% 4,583 $9.0M
Gabelli Funds LLC 0.06% Add +4.5% 4,520 $8.8M
Petiole USA ltd 6.11% No change 4,415 $8.6M
LPL Financial LLC 0.00% Add +23.8% 4,379 $8.6M
Aviva PLC 0.02% Add +867.3% 4,353 $8.5M
Barr E S & Co. 0.49% Add +51.7% 4,330 $8.5M
Canada Pension Plan Investment Board 0.01% Add +5.8% 4,299 $8.4M
Schroder Investment Management Group 0.01% Add +685.3% 4,280 $8.4M
Jain Global LLC 0.13% Add +38.1% 4,048 $7.9M
Caisse de depot et placement du Quebec 0.02% Add +33.4% 3,991 $7.8M
Susquehanna Portfolio Strategies, LLC 0.17% Add +985.6% 3,919 $7.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +2.6% 3,915 $7.7M
Brevan Howard Capital Management LP 0.08% Add +219.4% 3,893 $7.7M
Squarepoint Ops LLC 0.02% Add +262.9% 3,781 $7.4M
AustralianSuper Pty Ltd 0.04% New 3,759 $7.4M
National Bank of Canada 0.01% Add +50.1% 3,696 $7.2M
Asset Management One Co., Ltd. 0.02% Reduce -3.3% 3,678 $7.2M
Sei Investments Co. 0.01% Add +4.4% 3,652 $7.1M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -5.4% 3,500 $6.8M
Huber Capital Management LLC 1.16% Reduce -20.5% 3,493 $6.8M
Generate Investment Management Ltd 0.37% New 3,365 $6.6M
Oliver Luxxe Assets LLC 1.17% Add +3.3% 3,342 $6.5M
Resona Asset Management Co.,Ltd. 0.03% Add +5.4% 3,276 $6.4M
Pathstone Holdings, LLC 0.03% Reduce -13.2% 3,261 $6.4M
AQR Capital Management 0.01% Reduce -19.0% 3,191 $6.2M
Stephens Inc. 0.09% Reduce -3.1% 3,186 $6.2M
Westfield Capital Management Co. LP 0.03% Reduce -0.0% 3,185 $6.2M
Marshall Wace, LLP 0.01% Reduce -62.1% 3,172 $6.2M
Nomura Asset Management Co. Ltd. 0.02% Add +6.9% 3,114 $6.1M
State of New Jersey Common Pension Fund D 0.02% Reduce -2.8% 3,072 $6.0M
Public Employees Retirement System of Ohio 0.02% Reduce -16.1% 3,061 $6.0M
Harvest Portfolios Group Inc. 0.14% Reduce -4.5% 3,048 $6.0M
Mediolanum International Funds Ltd 0.07% Add +40.5% 3,027 $5.9M
Storebrand Asset Management As 0.02% Reduce -55.9% 3,020 $5.9M
Janney Montgomery Scott LLC 0.02% Reduce -25.6% 2,971 $5.8M
Assetmark, Inc. 0.01% Reduce -51.5% 2,909 $5.7M
Y-Intercept (Hong Kong) Ltd 0.14% New 2,897 $5.7M
Wilmington Savings Fund Society, FSB 0.10% Reduce -0.4% 2,894 $5.7M
Prana Capital Management, LP 0.20% Reduce -41.7% 2,827 $5.5M
Whittier Trust Co. of Nevada Inc. 0.12% Add +2.0% 2,810 $5.5M
Ensign Peak Advisors, Inc 0.01% Reduce -43.2% 2,791 $5.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +11.6% 2,773 $5.4M
Arizona State Retirement System 0.03% Reduce -2.0% 2,744 $5.4M
AWH Capital, L.P. 6.24% No change 2,735 $5.4M
Venator Management LLC 1.37% New 2,715 $5.3M
Swedbank AB 0.01% Add +4.9% 2,658 $5.2M
Armor Advisors, L.L.C. 4.86% Reduce -21.3% 2,503 $4.9M
Andra AP-fonden 0.07% Reduce -45.6% 2,500 $4.9M
Handelsbanken Fonder AB 0.02% Reduce -24.4% 2,472 $4.8M
Engineers Gate Manager LP 0.06% Add +129.6% 2,429 $4.8M
National Pension Service 0.00% Add +5.6% 2,388 $4.7M
Knightsbridge Asset Management, LLC 1.03% Reduce -1.3% 2,360 $4.6M
Ieq Capital, LLC 0.03% Add +856.6% 2,334 $4.6M
Aberdeen Group plc 0.01% Add +15.1% 2,267 $4.4M
Orion Porfolio Solutions, LLC 0.04% Add +2.6% 2,259 $4.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -0.5% 2,223 $4.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Add +6.1% 2,216 $4.3M
EJF Capital LP 3.44% Reduce -6.8% 2,209 $4.3M
Titan Global Capital Management USA LLC 0.67% Add +19.4% 2,186 $4.3M
Daiwa Securities Group Inc. 0.02% Add +1.8% 2,147 $4.2M
Live Oak Private Wealth LLC 0.61% Add +30.1% 2,086 $4.1M
Quantinno Capital Management LP 0.02% Add +148.6% 2,016 $3.9M
Man Group plc 0.01% Reduce -39.6% 1,995 $3.9M
Cerity Partners LLC 0.01% Add +57.1% 1,921 $3.9M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -47.8% 1,963 $3.8M
Family Manage LLC 0.57% Add +2.8% 1,908 $3.7M
RedJay Asset Management Inc. 0.87% Add +26.7% 1,900 $3.7M
Verition Fund Management LLC 0.02% Reduce -40.8% 1,890 $3.7M
IFM Investors Pty Ltd 0.03% Reduce -5.3% 1,858 $3.6M
Private Advisor Group, LLC 0.02% Add +1046.8% 1,812 $3.5M
Utah Retirement Systems 0.04% Reduce -5.0% 1,808 $3.5M
Forsta Ap-Fonden 0.02% No change 1,700 $3.3M
TD Asset Management Inc 0.00% Reduce -8.8% 1,695 $3.3M
MML Investors Services, LLC 0.01% Add +6.4% 1,685 $3.3M
Toronto Dominion Bank 0.01% Add +16.6% 1,679 $3.3M
Franklin Resources Inc. 0.00% Reduce -1.8% 1,648 $3.2M
DNB Asset Management AS 0.01% Reduce -6.0% 1,638 $3.2M
Creative Planning 0.00% Add +24.6% 1,593 $3.1M
SouthState Bank Corp 0.13% Reduce -26.4% 1,560 $3.1M
Amitell Capital Pte Ltd 1.70% No change 1,548 $3.0M
Cetera Investment Advisers 0.01% Reduce -1.3% 1,518 $3.0M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -10.3% 1,505 $2.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -20.6% 1,479 $2.9M
Oppenheimer & Co. Inc. 0.04% Reduce -0.1% 1,465 $2.9M
Sheets Smith Wealth Management 0.33% No change 1,447 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Reduce -2.6% 1,442 $2.8M
Seldon Capital LP 1.22% Reduce -20.1% 1,434 $2.8M
Waverly Advisors, LLC 0.03% Add +0.1% 1,429 $2.8M
Teacher Retirement System of Texas 0.01% Add +0.3% 1,429 $2.8M
Delta Global Management LP 0.18% Reduce -2.1% 1,372 $2.7M
Ethic Inc. 0.05% Add +27.4% 1,368 $2.7M
Swiss Life Asset Management Ltd 0.02% Add +31.0% 1,307 $2.6M
Inspire Investing, LLC 0.28% Reduce -5.9% 1,297 $2.5M
Laurion Capital Management LP 0.31% Add +25.3% 1,294 $2.5M
Comerica Bank 0.01% Reduce -35.7% 1,293 $2.5M
EP Wealth Advisors, LLC 0.02% Add +2.7% 1,274 $2.5M
Assenagon Asset Management S.A. 0.00% Add +510.6% 1,270 $2.5M
O'shaughnessy Asset Management, LLC 0.02% Reduce -16.2% 1,256 $2.5M
44 Wealth Management LLC 0.84% Reduce -1.5% 1,217 $2.4M
Freemont Management S.A. 0.39% Add +33.3% 1,200 $2.3M
Tidal Investments LLC 0.02% Add +673.4% 1,191 $2.3M
Nissay Asset Management Corp. /Japan 0.01% Reduce -0.3% 1,181 $2.3M
Hancock Whitney Corp. 0.04% New 1,169 $2.3M
Wedbush Securities Inc. 0.08% Add +2.6% 1,138 $2.2M
Axxcess Wealth Management, LLC 0.05% Add +0.1% 1,136 $2.2M
Independent Advisor Alliance 0.06% Reduce -1.0% 1,133 $2.2M
Summit X, LLC 0.41% Add +1.1% 1,128 $2.2M
Mraz, Amerine & Associates, Inc. 0.35% Reduce -0.9% 1,128 $2.2M
Voya Investment Management LLC 0.00% Reduce -34.0% 1,101 $2.2M
Principal Financial Group Inc. 0.00% Reduce -23.5% 1,090 $2.1M
DekaBank Deutsche Girozentrale 0.00% Add +1.2% 1,094 $2.1M
XTX Topco Ltd 0.09% Add +127.2% 1,079 $2.1M
Regions Financial Corp. 0.01% No change 1,077 $2.1M
WINTON GROUP Ltd 0.11% New 1,074 $2.1M
Atlantic Union Bankshares Corp 0.05% New 1,050 $2.1M
Xponance LLC 0.02% Reduce -4.0% 1,042 $2.0M
OP Asset Management Ltd 0.03% No change 1,042 $2.0M
Corient Private Wealth LP 0.00% Reduce -0.6% 1,037 $2.0M
Allegiance Financial Group Advisory Services LLC 0.54% Reduce -2.5% 1,034 $2.0M
Clearstead Advisors, LLC 0.03% No change 1,033 $2.0M
Nisa Investment Advisors, LLC 0.01% Reduce -15.4% 1,022 $2.0M
TD Private Client Wealth LLC 0.05% Add +1.3% 1,021 $2.0M
U.S. Capital Wealth Advisors, LLC 0.06% No change 1,003 $2.0M
De Lisle Partners LLP 0.28% No change 1,000 $2.0M
Covey Capital Advisors, LLC 2.07% Add +212.7% 985 $1.9M
Blair William & Co. 0.01% Add +0.2% 967 $1.9M
STRS Ohio 0.01% Add +66.0% 961 $1.9M
Trust Co of the South 0.33% No change 947 $1.9M
Diversified Trust Co. 0.04% Reduce -3.3% 945 $1.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -7.3% 942 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -1.0% 924 $1.8M
Nordea Investment Management AB 0.00% Add +7.1% 916 $1.8M
Midwest Professional Planners, LTD. 0.46% Add +6.6% 900 $1.8M
Quinn Opportunity Partners LLC 0.15% Reduce -45.5% 900 $1.8M
Vanguard Personalized Indexing Management, LLC 0.02% Add +3.7% 879 $1.7M
Western Wealth Management, LLC 0.10% No change 887 $1.7M
Great Lakes Advisors, LLC 0.01% Add +13.6% 885 $1.7M
US Bancorp \de 0.00% Add +0.8% 873 $1.7M
Prudential Financial Inc. 0.00% Add +19.0% 870 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +3.7% 849 $1.7M
Sanctuary Advisors, LLC 0.01% Add +13.5% 831 $1.6M
Tredje AP-fonden 0.01% Reduce -93.3% 811 $1.6M
Hunting Hill Global Capital, LLC 0.85% Add +25.8% 800 $1.6M
Catalyst Funds Management Pty Ltd 0.43% Add +300.0% 800 $1.6M
&partners 0.01% Add +123.8% 779 $1.5M
Virtus Investment Advisers, LLC 0.51% Add +19.7% 778 $1.5M
Angel Oak Capital Advisors, LLC 2.14% Add +31.4% 775 $1.5M
OneDigital Investment Advisors LLC 0.02% Reduce -0.4% 774 $1.5M
Smith Salley Wealth Management 0.09% No change 757 $1.5M
SkyView Investment Advisors, LLC 0.21% Add +1.5% 757 $1.5M
Noesis Capital Mangement Corp. 0.25% Reduce -6.3% 750 $1.5M
Semanteon Capital Management, LP 2.19% Reduce -6.4% 743 $1.5M
Solidarity Wealth, LLC 0.34% Reduce -8.1% 737 $1.4M
Kentucky Retirement Systems 0.04% Reduce -6.2% 736 $1.4M
Illinois Municipal Retirement Fund 0.02% Reduce -19.9% 736 $1.4M
HB Wealth Management, LLC 0.01% Reduce -18.8% 733 $1.4M
Muirfield Wealth Advisors LLC 1.10% Add +0.1% 709 $1.4M
Impact Investors, Inc 0.96% Add +6.2% 698 $1.4M
Intech Investment Management LLC 0.01% Reduce -22.1% 665 $1.3M
Sterling Capital Management LLC 0.02% Add +2.8% 657 $1.3M
Cynosure Group, LLC 0.14% Add +12.2% 637 $1.2M
Park Avenue Securities LLC 0.01% Add +14.7% 632 $1.2M
M&T Bank Corp 0.00% Reduce -0.6% 628 $1.2M
Holocene Advisors, LP 0.00% New 625 $1.2M
Triangle Securities Wealth Management 0.30% Add +118.8% 617 $1.2M
MBL Wealth, LLC 0.12% Add +2.5% 617 $1.2M
Janus Henderson Group PLC 0.00% Reduce -3.8% 615 $1.2M
Financial Security Advisor, Inc. 0.28% Add +0.2% 613 $1.2M
Neuberger Berman Group LLC 0.00% Add +15.1% 611 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +970.2% 610 $1.2M
Synovus Financial Corp. 0.01% Reduce -6.3% 609 $1.2M
Malaga Cove Capital, LLC 0.47% Add +57.7% 607 $1.2M
Holderness Investments Co. 0.26% No change 606 $1.2M
Stonehage Fleming Financial Services Holdings Ltd 0.03% No change 602 $1.2M
Macquarie Group Ltd. 0.00% Add +26.2% 598 $1.2M
Virtu Financial LLC 0.06% New 592 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +3.6% 580 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% Add +27.3% 578 $1.1M
CIBC Asset Management Inc 0.00% Add +0.7% 577 $1.1M
Nicholas Investment Partners, LP 0.11% No change 567 $1.1M
Meitav Investment House Ltd. 0.01% Add +27.1% 562 $1.1M
Focus Partners Advisor Solutions, LLC 0.01% New 560 $1.1M
Physicians Financial Services, Inc. 0.32% No change 550 $1.1M
Mill Capital Management, LLC 0.08% No change 525 $1.0M
Walleye Capital LLC 0.01% New 521 $1.0M
Callan Family Office, LLC 0.03% Add +37.5% 517 $1.0M
Sowell Financial Services LLC 0.04% Add +5.1% 515 $1.0M
Fox Run Management, L.L.C. 0.17% Add +114.6% 513 $1.0M
Amalgamated Bank 0.01% Reduce -17.1% 506 $990K
Whitener Capital Management, Inc. 0.26% Add +2.0% 505 $988K
Affinity Wealth Management LLC 0.16% Reduce -0.6% 505 $988K
CenterBook Partners LP 0.05% New 499 $976K
Vest Financial, LLC 0.01% Reduce -41.2% 494 $966K
Gulf International Bank (UK) Ltd 0.03% Reduce -16.3% 488 $954K
Pettinga Financial Advisors LLC 0.21% No change 485 $949K
Maryland State Retirement & Pension System 0.02% Reduce -11.1% 479 $937K
Daiichi Life Insurance Co., Ltd. 0.03% No change 476 $931K
Two Sigma Securities, LLC 0.11% Reduce -57.4% 474 $927K
HighTower Advisors, LLC 0.00% Add +0.4% 465 $911K
Benjamin Edwards Inc. 0.01% Add +8.5% 445 $871K
Mayport, LLC 0.21% Reduce -10.8% 445 $871K
Candriam S.C.A. 0.01% Reduce -7.7% 442 $865K
Kestra Private Wealth Services, LLC 0.01% Add +2.8% 441 $863K
Tandem Capital Management Corp. 0.43% No change 439 $859K
Mercer Global Advisors Inc. 0.00% Add +76.5% 436 $853K
Quadrant Capital Group LLC 0.03% Reduce -6.9% 431 $843K
Marathon Capital Management 0.21% Add +10.4% 425 $832K
Susquehanna Fundamental Investments, LLC 0.02% Reduce -78.1% 414 $810K
Greenleaf Trust 0.01% Reduce -6.4% 408 $798K
JT Stratford LLC 0.12% Reduce -65.7% 407 $796K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +12.2% 406 $794K
Scientech Research LLC 0.19% New 405 $792K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.2% 400 $783K
Cibc World Markets Corp. 0.01% Reduce -11.7% 391 $765K
Summit Trail Advisors, LLC 0.01% Add +26.1% 391 $765K
Empowered Funds, LLC 0.01% Reduce -0.8% 389 $761K
Legacy Financial Advisors, Inc. 0.12% New 380 $743K
Gradient Investments LLC 0.01% No change 379 $742K
Exencial Wealth Advisors, LLC 0.03% Add +0.3% 377 $738K
Jump Financial, LLC 0.01% New 373 $730K
Old North State Trust, LLC 0.50% No change 371 $726K
Dover Advisors, LLC 0.32% No change 368 $720K
Jones Financial Companies LLLP 0.00% Reduce -33.6% 365 $715K
OMERS ADMINISTRATION Corp 0.01% No change 363 $710K
Qsemble Capital Management, LP 0.07% New 361 $706K
WealthShield Partners, LLC 0.08% No change 359 $702K
Applied Finance Capital Management, LLC 0.05% Add +6.5% 358 $700K
NewEdge Advisors, LLC 0.00% Add +37.1% 347 $680K
Farther Finance Advisors, LLC 0.01% Add +42.1% 341 $667K
Nations Financial Group Inc, /Ia/ 0.05% Add +4.6% 340 $665K
Peterson Wealth Services 0.18% Add +0.9% 331 $647K
City Holding Co. 0.08% New 330 $646K
Hudson Bay Capital Management LP 0.00% New 329 $644K
Ostrum Asset Management 0.03% Add +429.0% 328 $642K
Atria Investments, Inc 0.01% Add +6.9% 325 $635K
Forum Financial Management, LP 0.01% Add +0.3% 324 $635K
Mackenzie Financial Corp. 0.00% Reduce -48.2% 322 $630K
Choreo, LLC 0.01% Add +47.2% 315 $616K
Carnegie Investment Counsel 0.01% New 314 $614K
Hedeker Wealth, LLC 0.14% Add +18.6% 313 $612K
Driehaus Capital Management LLC 0.00% Reduce -41.9% 313 $612K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -6.6% 312 $610K
Marmo Financial Group, LLC 0.30% Add +0.3% 308 $602K
Ontario Teachers Pension Plan Board 0.01% Add +35.8% 307 $601K
Stonegate Investment Group, LLC 0.01% Add +14.2% 305 $597K
DAVENPORT & Co LLC 0.00% Add +155.5% 304 $595K
D.A. Davidson & Co. 0.00% Add +0.3% 304 $595K
First Bank & Trust 0.10% Add +1.1% 289 $565K
Coldstream Capital Management Inc. 0.01% Add +8.5% 282 $552K
Independent Financial Group, LLC 0.02% No change 280 $548K
Shell Asset Management Co. 0.02% Reduce -1.8% 279 $546K
Advisors Asset Management, Inc. 0.01% Add +39.2% 277 $542K
Garda Capital Partners LP 0.15% Reduce -3.9% 268 $524K
Burney Co./ 0.02% No change 267 $522K
Oppenheimer Asset Management Inc. 0.01% Add +10.8% 267 $522K
Allianz Asset Management GmbH 0.00% Reduce -49.0% 265 $518K
Cibc World Market Inc. 0.00% Reduce -24.6% 263 $515K
Founders Financial Alliance, LLC 0.12% No change 262 $513K
Praxis Investment Management Inc. 0.03% Reduce -13.3% 260 $509K
Signaturefd, LLC 0.01% Add +17.6% 260 $509K
Schonfeld Strategic Advisors LLC 0.00% Reduce -78.5% 259 $507K
Investment Management Corp of Ontario 0.01% Reduce -50.4% 258 $505K
Advisory Services Network, LLC 0.01% Add +6.9% 248 $495K
Quent Capital, LLC 0.05% Reduce -0.4% 246 $480K
Guggenheim Capital LLC 0.00% Reduce -0.8% 241 $472K
Ritholtz Wealth Management 0.01% Reduce -13.6% 236 $462K
Merrion Investment Management Co, LLC 0.30% Add +26.9% 236 $462K
Aptus Capital Advisors, LLC 0.00% Reduce -0.4% 235 $460K
Kingswood Wealth Advisors, LLC 0.04% Reduce -0.8% 235 $460K
Venturi Wealth Management, LLC 0.02% Add +4.1% 230 $450K
CIBC Private Wealth Group LLC 0.00% Add +5.3% 220 $430K
Alamea Verwaltungs GmbH 0.32% New 216 $423K
B. Metzler seel. Sohn & Co. AG 0.00% No change 216 $423K
SeaCrest Wealth Management, LLC 0.05% Add +0.5% 215 $421K
Focus Partners Wealth 0.00% Reduce -11.6% 213 $417K
Harbor Advisors LLC 0.07% New 212 $415K
Principal Securities, Inc. 0.01% Add +27.7% 212 $415K
Ossiam 0.00% No change 211 $413K
Greenwich Wealth Management LLC 0.02% Reduce -9.6% 208 $407K
Avantax Advisory Services, Inc. 0.00% Reduce -10.5% 205 $402K
Heritage Trust Co 0.05% Add +7.9% 205 $401K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.9% 205 $401K
Tritonpoint Wealth, LLC 0.04% Reduce -1.5% 201 $393K
IFP Advisors, Inc 0.01% Reduce -19.4% 129 $393K
Kestra Advisory Services, LLC 0.00% New 201 $393K
CTC Alternative Strategies, Ltd. 0.34% New 200 $391K
Colton Groome Financial Advisors, LLC 0.13% No change 200 $391K
Integrated Quantitative Investments LLC 0.11% No change 200 $391K
Colonial Trust Advisors 0.03% No change 200 $391K
UniSuper Management Pty Ltd 0.00% No change 200 $391K
State of Michigan Retirement System 0.00% No change 200 $391K
Panagora Asset Management Inc. 0.00% No change 200 $391K
Private Capital Advisors, Inc. 0.05% No change 197 $385K
Alps Advisors Inc. 0.00% Add +1.0% 196 $383K
ICONIQ Capital, LLC 0.01% New 195 $382K
Dorsey & Whitney Trust CO LLC 0.02% Add +2.7% 192 $376K
Lido Advisors, LLC 0.00% Reduce -3.6% 185 $362K
Salem Investment Counselors Inc. 0.01% No change 185 $362K
SG Americas Securities, LLC 0.00% Reduce -91.3% 184 $360K
Transcend Capital Advisors, LLC 0.03% Add +1.7% 183 $358K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 181 $354K
LRI Investments, LLC 0.03% Reduce -2.7% 181 $354K
Guardian Wealth Advisors, LLC / NC 0.02% No change 179 $350K
Capstone Investment Advisors, LLC 0.00% Reduce -94.1% 179 $350K
Verdence Capital Advisors LLC 0.02% Add +1.1% 177 $346K
Retireful, LLC 0.24% New 176 $344K
Yousif Capital Management, LLC 0.00% Reduce -8.9% 174 $340K
Pinnacle Associates Ltd. 0.00% No change 173 $338K
Gryphon Financial Partners LLC 0.04% Add +30.3% 172 $337K
Vestcor Inc 0.01% Reduce -0.6% 171 $335K
Inceptionr LLC 0.08% New 166 $325K
MetLife Investment Management, LLC 0.00% Reduce -20.3% 165 $323K
Keel Point, LLC 0.02% No change 160 $313K
Waterloo Capital, L.P. 0.03% Add +0.6% 158 $309K
Raiffeisen Bank International AG 0.00% Reduce -8.0% 161 $308K
LexAurum Advisors, LLC 0.05% No change 157 $307K
Personal Cfo Solutions, LLC 0.06% Add +4.0% 156 $305K
GAMCO Investors 0.00% No change 155 $303K
Journey Strategic Wealth LLC 0.01% Add +7.8% 153 $299K
SCS Capital Management LLC 0.00% New 151 $296K
Snowden Capital Advisors LLC 0.01% Reduce -12.7% 151 $295K
Chapman Financial Group, LLC 0.25% — 150 $293K
Cooper Financial Group 0.03% Reduce -2.6% 150 $293K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.6% 150 $293K
Alteri Wealth LLC 0.11% New 148 $290K
Pines Wealth Management, LLC 0.10% New 138 $288K
Kenora Financial, LLC 0.11% Add +36.1% 147 $288K
AlTi Global, Inc. 0.01% Reduce -0.7% 146 $286K
Leavell Investment Management, Inc. 0.01% New 146 $286K
Woodard & Co. Asset Management Group Inc. 0.05% No change 144 $282K
Delta Investment Management, LLC 0.05% Reduce -1.4% 139 $273K
Cambria Investment Management, L.P. 0.02% Reduce -63.5% 139 $272K
Gotham Asset Management 0.00% No change 135 $264K
GAMMA Investing LLC 0.02% Add +103.0% 134 $262K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -62.0% 134 $262K
Flow Traders U.S. LLC 0.01% New 133 $260K
Nilsine Partners, LLC 0.03% Add +1.5% 132 $258K
Siemens Fonds Invest GmbH 0.02% Add +16.8% 132 $258K
Blueshift Asset Management, LLC 0.08% Reduce -7.1% 130 $254K
Sequoia Financial Advisors, LLC 0.00% Add +2.4% 129 $253K
Quantum Financial Advisors, LLC 0.03% No change 129 $252K
Stratos Wealth Partners, LTD. 0.00% Reduce -21.0% 128 $252K
Yoffe Investment Management, LLC 0.34% No change 128 $250K
Fidelis Capital Partners, LLC 0.02% Reduce -2.2% 135 $249K
Avantra Family Wealth, Inc. 0.21% Reduce -79.1% 127 $248K
Savant Capital, LLC 0.00% New 126 $246K
McCollum Christoferson Group LLC 0.07% No change 125 $245K
Aigen Investment Management, LP 0.03% New 123 $241K
Moody National Bank Trust Division 0.02% No change 123 $241K
Horst & Graben Wealth Management LLC 0.04% No change 122 $239K
Modera Wealth Management, LLC 0.00% No change 122 $239K
Mason & Associates Inc 0.05% No change 121 $237K
Fort Washington Investment Advisors Inc. 0.00% No change 120 $235K
Concurrent Investment Advisors, LLC 0.00% Add +0.8% 118 $231K
Vinva Investment Management Ltd 0.01% Reduce -21.3% 118 $231K
Strategic Wealth Partners, Ltd. 0.02% — 118 $231K
Cwm, LLC 0.00% Reduce -29.9% 117 $230K
Mariner, LLC 0.00% Reduce -84.5% 116 $227K
Mosaic Family Wealth Partners, LLC 0.03% Reduce -10.8% 115 $225K
Bank & Trust Co 0.18% No change 114 $223K
M. Kulyk & Associates, LLC 0.05% No change 114 $223K
Emerald Advisers, LLC 0.01% Reduce -42.7% 114 $223K
Metis Global Partners, LLC 0.01% Reduce -34.3% 113 $221K
AlphaQuest LLC 0.02% New 112 $219K
Cresset Asset Management, LLC 0.00% Reduce -31.3% 112 $219K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -2.6% 111 $218K
NorthCoast Asset Management LLC 0.00% Reduce -20.3% 110 $216K
QRG Capital Management, Inc. 0.00% New 110 $215K
Bank of Nova Scotia 0.00% Reduce -32.5% 110 $215K
Prudential PLC 0.00% New 107 $209K
First American Trust, FSB 0.02% New 106 $207K
Covestor Ltd 0.12% Reduce -29.5% 105 $207K
Pekin Hardy Strauss, Inc. 0.02% Reduce -72.3% 105 $205K
Canandaigua National Bank & Trust Co. 0.02% New 105 $205K
Cary Street Partners Financial LLC 0.01% Add +1.0% 105 $205K
Old National Bancorp 0.00% New 105 $205K
Ballentine Partners, LLC 0.00% New 105 $205K
Symphony Financial Services, Inc. 0.12% New 104 $203K
Sherbrooke Park Advisers LLC 0.09% Reduce -62.4% 103 $202K
Red Door Wealth Management, LLC 0.02% New 103 $202K
Bayforest Capital Ltd 0.09% New 102 $200K
Paradigm Asset Management Co. LLC 0.05% Reduce -66.7% 100 $196K
Optiver Holding B.V. 0.01% New 95 $186K
Federated Hermes, Inc. 0.00% Add +43.8% 92 $180K
EverSource Wealth Advisors, LLC 0.01% Add +31.3% 88 $172K
Parallel Advisors, LLC 0.00% Add +2.4% 84 $164K
Lazard Asset Management LLC 0.00% Reduce -6.7% 84 $163K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -56.2% 78 $153K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.7% 78 $152K
Princeton Global Asset Management LLC 0.03% Reduce -88.6% 74 $145K
GeoWealth Management, LLC 0.01% No change 73 $143K
Blue Trust, Inc. 0.00% Reduce -37.7% 66 $129K
North Star Investment Management Corp. 0.01% No change 60 $118K
Toth Financial Advisory Corp. 0.01% Add +32.5% 53 $104K
Accent Capital Management, LLC 0.04% No change 50 $98K
CI Investments Inc. 0.00% Add +4.3% 48 $94K
Smartleaf Asset Management LLC 0.01% Reduce -15.7% 43 $84K
NFSG Corp 0.01% No change 39 $76K
Bessemer Group Inc. 0.00% No change 39 $76K
Brooklyn Investment Group 0.01% Add +5.4% 39 $74K
Versant Capital Management, Inc 0.01% Add +68.2% 37 $72K
CoreFirst Bank & Trust 0.04% New 36 $70K
Larson Financial Group LLC 0.00% Add +161.5% 34 $67K
MRP Capital Investments, LLC 0.04% Reduce -93.8% 28 $55K
Group One Trading LLC 0.00% New 27 $53K
Trust Co 0.01% No change 25 $49K
Community Bank, N.A. 0.01% No change 24 $47K
Allworth Financial LP 0.00% Add +35.3% 23 $45K
Creekmur Asset Management LLC 0.01% New 20 $39K
Arax Advisory Partners 0.00% Add +46.1% 19 $37K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.8% 19 $37K
MAI Capital Management 0.00% Add +500.0% 18 $35K
Asset Planning,Inc 0.03% No change 18 $35K
Duncker Streett & Co. Inc. 0.01% No change 17 $33K
Fifth Third Bancorp 0.00% No change 15 $29K
Hemington Wealth Management 0.00% Add +7.1% 15 $29K
Parkside Financial Bank & Trust 0.00% Reduce -51.7% 14 $27K
PFS Partners, LLC 0.01% No change 13 $26K
First Horizon Advisors, Inc. 0.00% Add +57.1% 11 $22K
Caldwell Sutter Capital, Inc. 0.01% No change 10 $20K
Private Wealth Management Group, LLC 0.01% No change 10 $20K
Huntington National Bank 0.00% Reduce -37.5% 10 $20K
Rise Advisors, LLC 0.01% No change 9 $18K
Bell Investment Advisors, Inc 0.00% Add +28.6% 9 $18K
Cary Street Partners Investment Advisory LLC 0.01% Add +28.6% 9 $18K
Key Financial Inc 0.00% No change 9 $18K
Leonteq Securities AG 0.00% Add +350.0% 9 $18K
Oliver Lagore Vanvalin Investment Group 0.01% — 9 $17K
JFS Wealth Advisors, LLC 0.00% No change 8 $16K
UMB Bank, n.a. 0.00% New 8 $16K
ORG Partners LLC 0.00% New 7 $14K
Hara Capital LLC 0.01% Add +133.3% 7 $14K
Arlington Trust Co LLC 0.00% No change 7 $14K
Private Trust Co. NA 0.00% Reduce -92.0% 7 $14K
Cullen/Frost Bankers, Inc. 0.00% Add +100.0% 6 $12K
Bruce G. Allen Investments, LLC 0.01% Add +100.0% 6 $12K
Fortitude Family Office, LLC 0.00% No change 6 $12K
Harbor Investment Advisory, LLC 0.00% No change 6 $12K
Global Retirement Partners, LLC 0.00% — 6 $12K
Geneos Wealth Management Inc. 0.00% Add +100.0% 6 $12K
Mirae Asset Global Investments Co., Ltd. 0.00% New 5 $10K
Ameritas Advisory Services, LLC 0.00% New 5 $10K
WPG Advisers, LLC 0.01% No change 4 $8K
Rakuten Securities, Inc. 0.00% No change 4 $8K
Elevation Point Wealth Partners, LLC 0.00% New 4 $8K
Sachetta, LLC 0.00% No change 3 $6K
Manchester Capital Management LLC 0.00% No change 3 $6K
Chesapeake Asset Management 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
Westend Capital Management, LLC 0.00% No change 3 $6K
Pinnacle Bancorp, Inc. 0.00% No change 3 $6K
Activest Wealth Management 0.00% Add +0.0% 3 $6K
Grove Bank & Trust 0.00% No change 3 $6K
Golden State Wealth Management, LLC 0.00% Reduce -40.0% 3 $6K
Spire Wealth Management 0.00% Reduce -40.0% 3 $6K
Bokf, NA 0.00% No change 3 $6K
Cromwell Holdings LLC 0.00% New 2 $4K
Rialto Wealth Management, LLC 0.00% Add +100.0% 2 $4K
Raffa Wealth Management, LLC 0.00% No change 2 $4K
Hoey Investments, Inc. 0.00% No change 2 $4K
CVA Family Office, LLC 0.00% New 2 $4K
Albion Financial Group 0.00% No change 2 $4K
Rothschild Investment LLC 0.00% No change 2 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $2K
WealthCollab, LLC 0.00% No change 1 $2K
True Wealth Design, LLC 0.00% New 1 $2K
Abound Wealth Management 0.00% No change 1 $2K
Stephens Consulting, LLC 0.00% New 1 $2K
First Pacific Financial 0.00% No change 1 $2K
SJS Investment Consulting Inc. 0.00% Reduce -50.0% 1 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 1 $2K
DiNuzzo Private Wealth, Inc. 0.00% New 1 $2K
Caitong International Asset Management Co., Ltd 0.00% No change 1 $2K
Whipplewood Advisors, LLC 0.00% Reduce -99.1% 1 $2K
HFM Investment Advisors, LLC 0.00% New 1 $2K
Bay Harbor Wealth Management, LLC 0.00% New 1 $2K
Truvestments Capital LLC 0.00% New 1 $2K
Tortoise Investment Management, LLC 0.00% New 1 $2K
Harbour Investments, Inc. 0.00% Reduce -66.7% 1 $2K
Country Trust Bank 0.00% Reduce -90.9% 1 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 1 $1K
Avion Wealth 0.00% No change 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.