First Citizens Bcshs Class AFCNCA

13F holders, Q4 2025 (December 31)
652holders +30
80new positions
73sold out
10famous investors
$2146.28avg. 13F price*

At the end of Q4 2025, 652 institutions reported holding First Citizens Bcshs Class A (FCNCA) in their 13F filings, up 30 from Q3 2025. 80 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($2.5B), Harris Associates (Oakmark Funds) ($2.0B) and Vanguard Group Inc. ($1.8B). 10 famous investors held it, including Bill Nygren (2.5% of Harris Associates (Oakmark Funds)'s portfolio), Philippe Laffont (0.7% of Coatue Management's portfolio) and Ray Dalio (0.2% of Bridgewater Associates'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions80$165.2M
Exits73$320.6M

All 13F filers, Q3 2025 → Q4 2025: 587,762 shares bought and 725,502 shares sold, net −137,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 652 holders

BlackRock, Inc. 0.04% Reduce -2.3% 1,141,594 $2.5B
Harris Associates (Oakmark Funds) 2.53% Add +26.0% 928,944 $2.0B
Vanguard Group Inc. 0.03% Reduce -5.1% 839,410 $1.8B
JPMorgan Chase & Co. 0.05% Reduce -18.6% 354,228 $760.2M
State Street Corp. 0.02% Reduce -3.5% 222,628 $477.8M
Geode Capital Management, LLC 0.02% Reduce -3.7% 181,487 $388.5M
Coatue Management 0.75% Reduce -31.0% 139,498 $299.4M
FMR LLC 0.01% Reduce -6.8% 134,645 $289.0M
Dimensional Fund Advisors LP 0.06% Add +0.4% 124,061 $266.3M
Morgan Stanley 0.02% Add +31.8% 123,048 $264.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +11.2% 122,317 $262.5M
Capital Research Global Investors 0.04% Reduce -6.3% 112,144 $240.7M
Hotchkis & Wiley Capital Management LLC 0.62% Add +0.5% 96,152 $206.4M
Brown Advisory Inc. 0.28% Reduce -6.1% 93,619 $200.9M
Alliancebernstein L.P. 0.05% Add +3.1% 80,748 $173.3M
First Citizens Bank & Trust Co. 3.52% Reduce -0.2% 78,462 $168.4M
Reinhart Partners, Llc. 5.00% Add +10.8% 77,814 $167.0M
Bank of America Corp. 0.01% Add +27.0% 76,569 $164.3M
Allspring Global Investments Holdings, LLC 0.27% Add +57.5% 76,088 $164.2M
D. E. Shaw & Co. 0.13% Reduce -11.4% 75,088 $161.2M
UBS Group AG 0.03% Add +96.7% 69,551 $149.3M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -3.1% 64,204 $137.8M
Wellington Management Group LLP 0.02% Reduce -15.8% 61,547 $132.1M
Northern Trust Corp. 0.02% Reduce -2.9% 60,370 $129.6M
River Road Asset Management, LLC 1.31% Add +574.0% 55,402 $118.9M
Norges Bank 0.01% — 54,313 $116.6M
Bank of New York Mellon Corp 0.02% Add +54.5% 53,018 $113.8M
Charles Schwab Investment Management Inc. 0.02% Add +0.2% 51,245 $110.0M
Thrivent Financial for Lutherans 0.17% Add +0.6% 44,030 $94.5M
Check Capital Management Inc. 5.49% Add +21.0% 42,788 $91.8M
Goldman Sachs Group Inc. 0.01% Add +10.1% 42,534 $91.3M
Thompson Siegel & Walmsley LLC 1.31% Reduce -3.5% 36,188 $77.7M
Alberta Investment Management Corp 0.52% Add +11.4% 36,176 $77.6M
Sculptor Capital LP 1.60% No change 36,043 $77.4M
Legal & General Group Plc 0.02% Reduce -4.5% 34,082 $73.1M
Millennium Management 0.05% Reduce -30.3% 32,968 $70.8M
Dodge & Cox 0.04% New 31,566 $67.7M
Artisan Partners Limited Partnership 0.10% Reduce -17.8% 30,944 $66.4M
First Trust Advisors LP 0.05% Add +53.6% 29,881 $64.1M
Cortland Associates Inc. 7.43% Reduce -1.7% 27,439 $58.9M
Natixis Advisors, LLC 0.08% Add +6.7% 27,221 $58.4M
Worldquant Millennium Advisors LLC 0.22% Add +99.4% 26,463 $56.8M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -6.0% 23,641 $50.7M
Invesco Ltd. 0.00% Add +19.4% 23,497 $50.4M
Raymond James Financial Inc. 0.02% Add +11.0% 23,324 $50.1M
Alua Capital Management LP 3.68% No change 23,159 $49.7M
Basswood Capital Management, L.L.C. 2.18% No change 23,056 $49.5M
Wells Fargo & Company 0.01% Add +3.7% 21,914 $47.0M
Fuller & Thaler Asset Management, Inc. 0.15% Add +24.6% 20,687 $44.4M
Bridgewater Associates 0.16% Add +35.7% 20,540 $44.1M
Citigroup Inc. 0.03% Add +10.3% 18,687 $40.1M
California Public Employees Retirement System 0.02% Reduce -2.4% 18,086 $38.8M
Systematic Financial Management LP 0.89% Reduce -14.2% 17,581 $37.7M
Envestnet Asset Management Inc. 0.01% Add +2.7% 17,396 $37.3M
Bronte Capital Management Pty Ltd. 3.83% Reduce -17.2% 17,072 $36.6M
Commerce Bank 0.19% Reduce -1.2% 15,825 $34.0M
Vident Advisory, LLC 0.31% Reduce -2.6% 15,155 $32.5M
Bank of Montreal 0.01% Reduce -12.0% 14,592 $31.3M
Barclays PLC 0.01% Reduce -46.3% 14,491 $31.1M
KBC Group NV 0.07% Add +1.7% 13,726 $29.5M
Deutsche Bank AG 0.01% Add +4.5% 13,624 $29.2M
Anchor Investment Management, LLC 2.30% Add +1.4% 13,215 $28.4M
California State Teachers Retirement System 0.03% Reduce -3.1% 13,169 $28.3M
American Century Companies Inc. 0.01% Add +2.1% 12,949 $27.8M
E. Ohman J:or Asset Management AB 0.65% Add +1.8% 12,927 $27.7M
Nuveen, LLC 0.01% Reduce -49.6% 12,455 $26.7M
Rhumbline Advisers 0.02% Reduce -6.0% 11,796 $25.3M
Amundi 0.01% Add +37.9% 11,702 $25.1M
Cannell & Spears LLC 0.46% Reduce -24.9% 11,286 $24.2M
Brown Brothers Harriman & Co. 0.12% Add +0.4% 10,658 $22.9M
Danske Bank A/S 0.05% Reduce -1.6% 10,607 $22.8M
AQR Capital Management 0.01% Add +45.3% 10,319 $22.1M
Truist Financial Corp. 0.03% Add +1.3% 9,854 $21.1M
Sei Investments Co. 0.02% Add +63.5% 9,840 $21.1M
Teachers Retirement System of the State of Kentucky 0.15% Add +20.7% 9,341 $20.0M
ArrowMark Colorado Holdings LLC 0.44% Add +1.9% 9,339 $20.0M
Saber Capital Managment, LLC 16.94% — 9,245 $19.8M
Gator Capital Management, LLC 4.08% Reduce -3.2% 9,189 $19.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.1% 8,888 $19.2M
Citizens Financial Group Inc. 0.26% Reduce -0.3% 8,926 $19.2M
KLP Kapitalforvaltning As 0.07% Reduce -0.3% 8,670 $18.6M
HSBC Holdings PLC 0.01% Reduce -18.6% 8,551 $18.4M
T. Rowe Price Associates Inc. 0.00% Reduce -0.0% 8,114 $17.4M
Royal London Asset Management Ltd. 0.04% Reduce -2.5% 8,091 $17.4M
Russell Investments Group, Ltd. 0.02% Reduce -9.8% 8,061 $17.3M
Mizuho Markets Cayman LP 0.87% New 8,010 $17.2M
State Board of Administration of Florida Retirement System 0.03% Reduce -10.9% 7,948 $17.1M
Whittier Trust Co. 0.18% Add +4.7% 7,664 $16.8M
Susquehanna International Group, LLP 0.02% Reduce -58.1% 7,755 $16.6M
Korea Investment CORP 0.03% Reduce -4.5% 7,662 $16.4M
BNP Paribas Financial Markets 0.01% Reduce -17.0% 7,285 $15.6M
Manufacturers Life Insurance Company, The 0.01% Add +1.9% 7,264 $15.6M
Susquehanna Fundamental Investments, LLC 0.52% Add +242.1% 7,140 $15.3M
Ameriprise Financial Inc. 0.00% Reduce -1.6% 6,902 $14.8M
Zurich Insurance Group Ltd 0.10% New 6,862 $14.7M
XTX Topco Ltd 0.38% Add +263.9% 6,703 $14.4M
Stieven Capital Advisors, L.P. 2.63% Reduce -12.0% 6,614 $14.2M
Brandywine Global Investment Management, LLC 0.10% Reduce -0.9% 6,525 $14.0M
Caisse de depot et placement du Quebec 0.02% Add +28.6% 6,497 $13.9M
Livforsakringsbolaget Skandia, Omsesidigt 0.54% No change 6,429 $13.8M
Renaissance Technologies 0.02% Reduce -6.7% 6,426 $13.8M
Captrust Financial Advisors 0.03% Reduce -13.9% 6,358 $13.6M
Royal Bank of Canada 0.00% Reduce -73.4% 6,220 $13.3M
Petiole USA ltd 8.59% Add +39.9% 6,175 $13.3M
Barr E S & Co. 0.67% Add +33.2% 5,995 $12.9M
Pictet Asset Management Holding SA 0.01% Reduce -2.3% 5,798 $12.4M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -31.0% 5,668 $12.2M
Gabelli Funds LLC 0.08% Add +3.8% 5,592 $12.0M
Riposte Capital LLC 4.90% Reduce -8.3% 5,500 $11.8M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Reduce -41.4% 5,260 $11.3M
Aviva PLC 0.02% Add +5.4% 5,229 $11.2M
Victory Capital Management Inc. 0.01% Add +5.3% 5,157 $11.1M
Huber Capital Management LLC 1.59% Add +7.0% 5,024 $10.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.7% 4,835 $10.6M
New York State Common Retirement Fund 0.01% No change 4,931 $10.6M
Level Four Advisory Services, LLC 0.34% Reduce -2.1% 4,864 $10.4M
State of Wisconsin Investment Board 0.02% Reduce -15.9% 4,753 $10.2M
Colonial Trust Co / SC 1.35% Add +1.3% 4,734 $10.2M
Stifel Financial Corp. 0.01% Add +1.8% 4,653 $10.0M
Sendero Wealth Management, LLC 1.09% Add +0.7% 4,596 $9.9M
Tudor Investment Corporation 0.05% Reduce -31.4% 4,457 $9.6M
LPL Financial LLC 0.00% Reduce -4.7% 4,419 $9.5M
Swedbank AB 0.01% Add +61.0% 4,410 $9.5M
Maltese Capital Management LLC 1.71% Reduce -32.3% 4,409 $9.5M
Siena Capital Partners GP, LLC 2.50% Reduce -20.4% 4,344 $9.3M
Osaic Holdings, Inc. 0.01% Reduce -24.4% 4,176 $9.0M
Marshall Wace, LLP 0.01% Reduce -86.4% 3,997 $8.6M
Quantinno Capital Management LP 0.02% Add +40.0% 3,808 $8.2M
Treasurer of the State of North Carolina 0.03% Reduce -11.2% 3,794 $8.1M
Private Advisor Group, LLC 0.04% Add +38.8% 3,625 $7.8M
National Pension Service 0.01% Add +17.8% 3,593 $7.7M
Mn Services Vermogensbeheer B.V. 0.05% Add +1.9% 3,565 $7.7M
Asset Management One Co., Ltd. 0.02% Reduce -3.5% 3,496 $7.6M
Jacobs Asset Management, LLC 4.18% No change 3,500 $7.5M
Brevan Howard Capital Management LP 0.16% Add +379.4% 3,500 $7.5M
Pathstone Holdings, LLC 0.03% Add +6.4% 3,452 $7.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +22.2% 3,390 $7.3M
Susquehanna Portfolio Strategies, LLC 0.11% No change 3,383 $7.3M
SG Americas Securities, LLC 0.01% Add +1464.2% 3,316 $7.1M
Live Oak Private Wealth LLC 0.96% Add +0.1% 3,299 $7.1M
Ieq Capital, LLC 0.02% Add +25.7% 3,285 $7.1M
Mediolanum International Funds Ltd 0.07% Reduce -25.6% 3,222 $7.0M
Hiddenite Capital Partners LP 3.58% New 3,200 $6.9M
Stephens Inc. 0.09% No change 3,186 $6.8M
Westfield Capital Management Co. LP 0.03% No change 3,185 $6.8M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.10% — 3,138 $6.7M
Waycross Investment Management Co 5.85% New 3,098 $6.6M
Janney Montgomery Scott LLC 0.02% Reduce -4.1% 3,067 $6.6M
Harvest Portfolios Group Inc. 0.11% Reduce -9.4% 2,983 $6.4M
Whittier Trust Co. of Nevada Inc. 0.13% Add +0.4% 2,913 $6.4M
Nomura Asset Management Co. Ltd. 0.02% No change 2,906 $6.2M
Wilmington Savings Fund Society, FSB 0.15% No change 2,891 $6.2M
Sheets Smith Wealth Management 0.68% Add +16.2% 2,887 $6.2M
Assetmark, Inc. 0.01% Reduce -0.5% 2,880 $6.2M
CANADA LIFE ASSURANCE Co 0.01% Reduce -42.5% 2,852 $6.1M
AWH Capital, L.P. 5.42% No change 2,735 $5.9M
Public Employees Retirement System of Ohio 0.02% Reduce -8.3% 2,722 $5.8M
Seldon Capital LP 2.00% Add +88.2% 2,698 $5.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -28.5% 2,655 $5.7M
Handelsbanken Fonder AB 0.02% Reduce -7.6% 2,562 $5.5M
Resona Asset Management Co.,Ltd. 0.03% Reduce -17.1% 2,515 $5.4M
Two Sigma Investments, LP 0.01% New 2,500 $5.4M
Tradewinds, LLC. 1.27% No change 2,473 $5.3M
State of New Jersey Common Pension Fund D 0.02% Reduce -15.3% 2,470 $5.3M
Dark Forest Capital Management LP 0.24% Add +838.4% 2,468 $5.3M
Arizona State Retirement System 0.03% Reduce -8.5% 2,452 $5.3M
Assenagon Asset Management S.A. 0.01% Add +122.2% 2,440 $5.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.07% New 2,435 $5.2M
Jane Street Group, LLC 0.01% Reduce -95.8% 2,424 $5.2M
AustralianSuper Pty Ltd 0.02% No change 2,420 $5.2M
Knightsbridge Asset Management, LLC 0.81% Reduce -0.9% 2,317 $5.0M
Boothbay Fund Management, LLC 0.13% Add +1283.4% 2,255 $4.8M
EJF Capital LP 2.71% Reduce -2.1% 2,226 $4.8M
Daiwa Securities Group Inc. 0.02% Add +7.2% 2,219 $4.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% No change 2,174 $4.7M
Marnell Management LLC 3.44% — 2,105 $4.5M
Titan Global Capital Management USA LLC 0.64% Reduce -0.7% 2,095 $4.5M
Empowered Funds, LLC 0.07% Add +394.6% 2,013 $4.3M
Creative Planning 0.00% Add +15.5% 1,963 $4.2M
MML Investors Services, LLC 0.01% Add +11.9% 1,954 $4.2M
Venator Management LLC 0.93% Reduce -8.2% 1,921 $4.1M
Cerity Partners LLC 0.01% Reduce -1.0% 1,904 $4.1M
Jain Global LLC 0.04% Reduce -7.0% 1,862 $4.0M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.5% 1,856 $4.0M
Caxton Associates LLP 0.08% Add +65.0% 1,856 $4.0M
Aberdeen Group plc 0.01% Add +0.8% 1,794 $3.9M
Evergreen Wealth Management, LLC 1.87% Add +2.2% 1,726 $3.7M
Orion Porfolio Solutions, LLC 0.03% Reduce -16.2% 1,717 $3.7M
Picton Mahoney Asset Management 0.04% New 1,713 $3.7M
Verition Fund Management LLC 0.02% Reduce -32.3% 1,701 $3.7M
Arax Advisory Partners 0.11% Reduce -0.4% 1,698 $3.6M
DNB Asset Management AS 0.01% No change 1,676 $3.6M
Harbor Capital Advisors, Inc. 0.28% Add +1.9% 1,673 $3.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +19.6% 1,584 $3.4M
Oppenheimer & Co. Inc. 0.05% Add +8.0% 1,582 $3.4M
TD Asset Management Inc 0.00% Reduce -4.5% 1,577 $3.4M
Utah Retirement Systems 0.03% Reduce -2.6% 1,546 $3.3M
Annandale Capital, LLC 0.53% No change 1,530 $3.3M
Occudo Quantitative Strategies LP 0.22% Add +11.6% 1,527 $3.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.5% 1,495 $3.2M
SouthState Bank Corp 0.14% Reduce -3.8% 1,487 $3.2M
Armor Advisors, L.L.C. 3.32% Reduce -3.8% 1,479 $3.2M
PFA Pension, Forsikringsaktieselskab 0.01% — 1,460 $3.2M
Corient Private Wealth LP 0.00% Add +20.3% 1,462 $3.1M
Balyasny Asset Management L.P. 0.01% New 1,460 $3.1M
Comerica Bank 0.01% Reduce -3.0% 1,449 $3.1M
Waverly Advisors, LLC 0.03% Add +0.3% 1,441 $3.1M
PNC Financial Services Group, Inc. 0.00% Add +181.4% 1,438 $3.1M
Holocene Advisors, LP 0.01% New 1,422 $3.1M
Toronto Dominion Bank 0.01% Reduce -4.5% 1,406 $3.0M
Forsta Ap-Fonden 0.02% Reduce -13.8% 1,380 $3.0M
Man Group plc 0.01% Reduce -73.3% 1,378 $3.0M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -12.8% 1,366 $2.9M
O'shaughnessy Asset Management, LLC 0.02% Reduce -2.1% 1,320 $2.8M
Cetera Investment Advisers 0.00% Add +1.6% 1,319 $2.8M
Nordea Investment Management AB 0.00% Add +32.3% 1,302 $2.8M
Aptus Capital Advisors, LLC 0.02% Reduce -1.9% 1,302 $2.8M
Inspire Investing, LLC 0.25% Reduce -10.8% 1,299 $2.8M
Burney Co./ 0.09% Add +384.3% 1,293 $2.8M
National Bank of Canada 0.00% Reduce -15.6% 1,284 $2.8M
Founders Financial Alliance, LLC 0.52% Reduce -16.3% 1,283 $2.8M
NLB Skladi, upravljanje premozenja, d.o.o. 0.13% — 1,281 $2.7M
Oppenheimer Asset Management Inc. 0.03% Reduce -19.4% 1,267 $2.7M
LRT Capital Management, LLC 2.32% New 1,261 $2.7M
Andra AP-fonden 0.03% Reduce -66.2% 1,250 $2.7M
Guardian Wealth Advisors, LLC / NC 0.17% Reduce -3.9% 1,244 $2.7M
44 Wealth Management LLC 0.89% Add +0.7% 1,238 $2.7M
EP Wealth Advisors, LLC 0.01% — 1,211 $2.6M
U.S. Capital Wealth Advisors, LLC 0.07% Add +19.9% 1,205 $2.6M
Allegiance Financial Group Advisory Services LLC 0.54% Add +0.8% 1,196 $2.6M
Quantitative Investment Management, LLC 0.25% New 1,188 $2.5M
Ethic Inc. 0.04% Reduce -0.3% 1,155 $2.5M
Atlantic Union Bankshares Corp 0.05% Reduce -3.8% 1,153 $2.5M
Tredje AP-fonden 0.02% No change 1,153 $2.5M
Nissay Asset Management Corp. /Japan 0.01% Reduce -1.5% 1,150 $2.5M
Delta Global Management LP 0.18% Reduce -14.5% 1,145 $2.5M
Independent Advisor Alliance 0.06% No change 1,137 $2.4M
Axxcess Wealth Management, LLC 0.04% No change 1,136 $2.4M
Wedbush Securities Inc. 0.07% Add +1.2% 1,136 $2.4M
Hancock Whitney Corp. 0.04% Reduce -3.5% 1,123 $2.4M
TD Private Client Wealth LLC 0.05% Add +5.4% 1,092 $2.3M
Franklin Resources Inc. 0.00% Add +1.3% 1,087 $2.3M
Mraz, Amerine & Associates, Inc. 0.35% Reduce -0.6% 1,086 $2.3M
Regions Financial Corp. 0.01% No change 1,077 $2.3M
Nisa Investment Advisors, LLC 0.01% Add +7.5% 1,054 $2.3M
OP Asset Management Ltd 0.03% No change 1,042 $2.2M
Y-Intercept (Hong Kong) Ltd 0.05% New 1,040 $2.2M
Xponance LLC 0.02% Reduce -2.1% 1,020 $2.2M
Angel Oak Capital Advisors, LLC 3.14% Add +24.8% 1,005 $2.2M
Beartown Capital Management, LLC 1.68% — 1,000 $2.1M
Laurion Capital Management LP 0.15% No change 977 $2.1M
Midwest Professional Planners, LTD. 0.49% Add +8.5% 969 $2.1M
FORA Capital, LLC 0.25% New 968 $2.1M
Blair William & Co. 0.01% Reduce -0.5% 960 $2.1M
DekaBank Deutsche Girozentrale 0.00% No change 1,094 $2.0M
Trust Co of the South 0.33% No change 947 $2.0M
HB Wealth Management, LLC 0.01% No change 939 $2.0M
Diversified Trust Co. 0.04% Reduce -0.4% 939 $2.0M
&partners 0.01% Add +11.5% 929 $2.0M
Vinva Investment Management Ltd 0.02% Add +140.0% 924 $2.0M
Intech Investment Management LLC 0.02% Reduce -29.4% 930 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 921 $2.0M
PMC FIG Opportunities LLC 3.09% New 917 $2.0M
Public Employees Retirement Association of Colorado 0.01% No change 916 $2.0M
Vontobel Holding Ltd. 0.01% New 904 $1.9M
Freemont Management S.A. 0.38% Add +800.0% 900 $1.9M
Vanguard Personalized Indexing Management, LLC 0.02% Add +2.6% 898 $1.9M
Merrion Investment Management Co, LLC 1.01% No change 876 $1.9M
New York State Teachers Retirement System 0.00% Reduce -3.5% 874 $1.9M
Sanctuary Advisors, LLC 0.01% Add +5.1% 864 $1.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% — 860 $1.8M
Catalyst Funds Management Pty Ltd 0.42% Reduce -5.6% 850 $1.8M
Vest Financial, LLC 0.02% New 822 $1.8M
Janus Henderson Group PLC 0.00% Add +32.5% 815 $1.7M
Clearstead Advisors, LLC 0.02% Reduce -2.4% 802 $1.7M
De Lisle Partners LLP 0.22% Reduce -20.0% 800 $1.7M
Western Wealth Management, LLC 0.08% No change 793 $1.7M
Storebrand Asset Management As 0.00% Reduce -67.4% 786 $1.7M
Malaga Cove Capital, LLC 0.58% Add +24.9% 783 $1.7M
Smith Salley Wealth Management 0.08% No change 757 $1.6M
Noesis Capital Mangement Corp. 0.23% Reduce -1.3% 740 $1.6M
Swiss Life Asset Management Ltd 0.01% Reduce -18.4% 738 $1.6M
SkyView Investment Advisors, LLC 0.20% Reduce -1.6% 734 $1.6M
OneDigital Investment Advisors LLC 0.02% Reduce -3.5% 727 $1.6M
Old Peak Finance LLC 0.96% — 721 $1.5M
Whitener Capital Management, Inc. 0.35% Add +41.4% 714 $1.5M
Muirfield Wealth Advisors LLC 1.12% Add +0.1% 711 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -65.4% 691 $1.5M
AlphaQuest LLC 0.08% Reduce -10.9% 676 $1.5M
M&T Bank Corp 0.00% Add +137.5% 672 $1.4M
Voya Investment Management LLC 0.00% Reduce -15.2% 668 $1.4M
Amalgamated Bank 0.01% Add +38.9% 661 $1.4M
Neuberger Berman Group LLC 0.00% Add +6.9% 648 $1.4M
Principal Financial Group Inc. 0.00% Reduce -36.8% 645 $1.4M
Park Avenue Securities LLC 0.01% Reduce -4.7% 636 $1.4M
Mackenzie Financial Corp. 0.00% Add +4.0% 631 $1.4M
MBL Wealth, LLC 0.11% Add +0.8% 622 $1.3M
Mercer Global Advisors Inc. 0.00% Add +5.8% 620 $1.3M
Financial Security Advisor, Inc. 0.25% Add +0.2% 614 $1.3M
HighTower Advisors, LLC 0.00% Add +32.5% 608 $1.3M
Triangle Securities Wealth Management 0.27% Reduce -1.3% 607 $1.3M
Holderness Investments Co. 0.26% No change 606 $1.3M
Investment Management Corp of Ontario 0.02% Add +31.4% 603 $1.3M
Kentucky Retirement Systems 0.03% No change 596 $1.3M
Pinnacle Financial Partners, Inc. 0.01% — 589 $1.3M
Allstate Corp. 0.02% Add +88.1% 587 $1.3M
US Bancorp \de 0.00% Add +5.5% 573 $1.2M
Nicholas Investment Partners, LP 0.10% No change 567 $1.2M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Reduce -6.0% 566 $1.2M
Sowell Financial Services LLC 0.04% Add +4.7% 561 $1.2M
CIBC Asset Management Inc 0.00% Reduce -7.1% 540 $1.2M
Benjamin Edwards Inc. 0.01% Add +9.6% 537 $1.2M
Avantra Family Wealth, Inc. 0.84% Reduce -0.7% 537 $1.2M
Sterling Capital Management LLC 0.02% Reduce -8.7% 536 $1.2M
Affinity Wealth Management LLC 0.16% Reduce -0.4% 535 $1.1M
Mill Capital Management, LLC 0.08% No change 525 $1.1M
Mariner, LLC 0.00% Add +350.0% 522 $1.1M
CI Investments Inc. 0.00% Add +896.1% 518 $1.1M
J. Safra Sarasin Holding AG 0.02% New 515 $1.1M
Harbor Advisors LLC 0.17% No change 512 $1.1M
Physicians Financial Services, Inc. 0.29% Reduce -7.3% 510 $1.1M
Sunbelt Securities, Inc. 0.07% Add +10.6% 500 $1.1M
NewEdge Advisors, LLC 0.00% Reduce -27.8% 498 $1.1M
Jones Financial Companies LLLP 0.00% Add +0.6% 496 $1.1M
Havemeyer Place LP 0.21% — 496 $1.1M
Callan Family Office, LLC 0.02% Add +1.2% 496 $1.1M
Pettinga Financial Advisors LLC 0.20% No change 485 $1.0M
Bank of Nova Scotia 0.00% Add +78.6% 484 $1.0M
Canada Pension Plan Investment Board 0.00% Add +61.2% 482 $1.0M
Gulf International Bank (UK) Ltd 0.03% No change 481 $1.0M
Macquarie Group Ltd. 0.00% No change 478 $1.0M
Daiichi Life Insurance Co., Ltd. 0.03% No change 476 $1.0M
Legacy Financial Advisors, Inc. 0.14% Add +11.2% 475 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -18.5% 463 $995K
Atria Investments, Inc 0.01% Add +36.7% 458 $982K
Prudential Financial Inc. 0.00% Reduce -41.8% 454 $981K
Mirabella Financial Services LLP 0.10% New 450 $966K
Retirement Planning Group, LLC 0.03% No change 449 $964K
Maryland State Retirement & Pension System 0.02% Reduce -6.3% 449 $964K
Kestra Private Wealth Services, LLC 0.01% Add +0.2% 439 $942K
Tandem Capital Management Corp. 0.43% No change 437 $938K
Impact Investors, Inc 0.65% Reduce -12.1% 436 $936K
Greenleaf Trust 0.01% Add +4.1% 433 $929K
Quadrant Capital Group LLC 0.03% No change 431 $925K
Laird Norton Wetherby Trust Company, LLC 0.02% New 423 $908K
JT Stratford LLC 0.12% Add +4.2% 423 $908K
Eurizon Capital SGR S.p.A. 0.00% — 419 $899K
Ostrum Asset Management 0.04% Reduce -24.8% 418 $897K
CenterBook Partners LP 0.04% Reduce -74.7% 411 $882K
Avanza Fonder AB 0.02% New 407 $873K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 406 $871K
Farther Finance Advisors, LLC 0.01% Add +8.7% 402 $864K
Caprock Group, LLC 0.02% Add +0.5% 401 $861K
Bartlett & Co. Wealth Management LLC 0.01% No change 400 $858K
AG2R La Mondiale Gestion D'actifs 0.04% Reduce -32.4% 391 $839K
Evergreen Capital Management LLC 0.02% New 389 $835K
Rakuten Investment Management, Inc. 0.00% Reduce -98.5% 379 $820K
Exencial Wealth Advisors, LLC 0.03% No change 376 $807K
McCollum Christoferson Group LLC 0.23% No change 375 $805K
Rockefeller Capital Management L.P. 0.00% Add +28.1% 374 $804K
Fox Run Management, L.L.C. 0.12% Add +9.7% 373 $801K
DAVENPORT & Co LLC 0.00% Add +17.1% 370 $794K
Dover Advisors, LLC 0.31% Reduce -0.3% 367 $788K
OMERS ADMINISTRATION Corp 0.01% No change 363 $779K
Summit Trail Advisors, LLC 0.01% Reduce -6.8% 358 $769K
CIBC Private Wealth Group LLC 0.00% Add +30.0% 355 $762K
Qsemble Capital Management, LP 0.06% Add +121.3% 354 $760K
WealthShield Partners, LLC 0.08% Reduce -1.9% 352 $755K
Old North State Trust, LLC 0.44% Reduce -0.8% 350 $751K
Hedeker Wealth, LLC 0.15% Reduce -25.6% 340 $730K
Nations Financial Group Inc, /Ia/ 0.04% No change 340 $730K
Peterson Wealth Services 0.19% Reduce -79.0% 340 $730K
Mayport, LLC 0.15% Reduce -13.8% 337 $723K
North Dakota State Investment Board 0.03% — 335 $719K
City Holding Co. 0.09% No change 330 $708K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +216.5% 326 $705K
Persistent Asset Partners Ltd 0.34% New 328 $704K
Prudential PLC 0.01% Reduce -70.7% 325 $698K
Forum Financial Management, LP 0.01% Reduce -13.2% 323 $694K
Gradient Investments LLC 0.01% Reduce -15.0% 323 $693K
D.A. Davidson & Co. 0.00% No change 323 $693K
Carnegie Investment Counsel 0.01% No change 314 $674K
Alamea Verwaltungs GmbH 0.45% Add +22.3% 324 $671K
Credit Agricole S A 0.00% Add +3.7% 311 $667K
Cibc World Markets Corp. 0.00% — 310 $665K
Marmo Financial Group, LLC 0.31% Add +0.3% 308 $662K
Abn Amro Investment Solutions 0.01% New 308 $661K
Sequoia Financial Advisors, LLC 0.00% Add +116.7% 299 $642K
Teacher Retirement System of Texas 0.00% Reduce -75.5% 296 $635K
Marathon Capital Management 0.14% No change 295 $633K
Allianz Asset Management GmbH 0.00% No change 283 $607K
Independent Financial Group, LLC 0.01% No change 280 $601K
Meitav Investment House Ltd. 0.01% Reduce -57.5% 280 $601K
Voloridge Investment Management, LLC 0.00% Reduce -84.7% 274 $588K
Advisors Asset Management, Inc. 0.01% Reduce -2.2% 269 $577K
Cibc World Market Inc. 0.00% Add +68.1% 269 $577K
First Bank & Trust 0.09% Reduce -11.3% 268 $575K
Hunting Hill Global Capital, LLC 0.56% Reduce -67.1% 263 $564K
Cynosure Group, LLC 0.06% Reduce -0.8% 256 $549K
Principal Securities, Inc. 0.01% Add +2.9% 251 $539K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 250 $537K
Quent Capital, LLC 0.04% No change 245 $525K
denkapparat Operations GmbH 0.28% New 244 $524K
Kingswood Wealth Advisors, LLC 0.03% Add +3.0% 242 $519K
Kestra Advisory Services, LLC 0.00% Add +5.9% 234 $502K
Advisory Services Network, LLC 0.01% Reduce -6.8% 233 $500K
Coldstream Capital Management Inc. 0.01% Reduce -17.2% 231 $496K
Beacon Pointe Advisors, LLC 0.00% Reduce -24.6% 230 $494K
Choreo, LLC 0.01% Add +14.1% 227 $490K
Signaturefd, LLC 0.01% Add +3.6% 228 $489K
Alps Advisors Inc. 0.00% Reduce -3.0% 228 $489K
Ritholtz Wealth Management 0.01% Reduce -2.6% 227 $487K
Venturi Wealth Management, LLC 0.02% Reduce -2.6% 227 $487K
Heritage Trust Co 0.05% Reduce -16.4% 225 $483K
Erste Asset Management GmbH 0.00% New 223 $483K
AdvisorShares Investments LLC 0.08% Reduce -3.9% 223 $479K
Concurrent Investment Advisors, LLC 0.01% Add +88.1% 222 $477K
Personal Cfo Solutions, LLC 0.08% Add +18.8% 221 $475K
Greenwich Wealth Management LLC 0.02% Add +6.9% 218 $469K
Colton Groome Financial Advisors, LLC 0.13% Add +8.5% 217 $466K
STRS Ohio 0.00% Reduce -4.4% 217 $466K
B. Metzler seel. Sohn & Co. AG 0.00% No change 216 $464K
Capital Investment Advisory Services, LLC 0.03% Reduce -45.4% 214 $459K
Legacy Wealth Asset Management, LLC 0.11% New 205 $440K
Federated Hermes, Inc. 0.00% Reduce -1.0% 203 $436K
Tritonpoint Wealth, LLC 0.04% No change 201 $431K
Board of the Pension Protection Fund 0.41% Add +100.0% 200 $429K
Denali Advisors LLC 0.05% New 200 $429K
Colonial Trust Advisors 0.03% No change 200 $429K
UniSuper Management Pty Ltd 0.00% No change 200 $429K
State of Michigan Retirement System 0.00% No change 200 $429K
Panagora Asset Management Inc. 0.00% No change 200 $429K
Schroder Investment Management Group 0.00% Reduce -23.0% 198 $428K
Wealthspire Advisors, LLC 0.00% Add +521.9% 199 $427K
Private Capital Advisors, Inc. 0.04% No change 197 $423K
Dorsey & Whitney Trust CO LLC 0.02% Add +1.0% 194 $416K
SeaCrest Wealth Management, LLC 0.04% Reduce -2.6% 187 $405K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.6% 188 $403K
Salem Investment Counselors Inc. 0.01% No change 185 $397K
Focus Partners Wealth 0.00% New 181 $389K
Cresset Asset Management, LLC 0.00% Add +58.8% 181 $388K
Gotham Asset Management 0.00% Add +5.9% 180 $386K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.3% 179 $384K
Yousif Capital Management, LLC 0.00% Add +1.7% 179 $380K
Verdence Capital Advisors LLC 0.02% Add +1.1% 176 $378K
TCW Group Inc. 0.00% New 176 $378K
Cwm, LLC 0.00% Add +7.4% 175 $376K
World Investment Advisors 0.01% New 173 $371K
Vestcor Inc 0.01% No change 171 $367K
Journey Strategic Wealth LLC 0.01% Add +3.7% 170 $365K
Candriam S.C.A. 0.00% Reduce -57.4% 167 $358K
Delta Investment Management, LLC 0.06% Add +0.6% 167 $358K
Woodline Partners LP 0.00% New 165 $354K
Aaron Wealth Advisors LLC 0.02% Add +18.0% 164 $352K
LRI Investments, LLC 0.03% Reduce -3.5% 164 $352K
IFP Advisors, Inc 0.01% Reduce -0.6% 161 $346K
Guggenheim Capital LLC 0.00% Add +25.0% 160 $343K
MidFirst Bank 0.03% — 158 $339K
Tranquility Partners, LLC 0.12% Reduce -1.9% 157 $337K
Transcend Capital Advisors, LLC 0.03% Reduce -13.7% 157 $337K
Waterloo Capital, L.P. 0.02% No change 157 $337K
Lido Advisors, LLC 0.00% Add +8.9% 184 $335K
Praxis Investment Management Inc. 0.02% Reduce -40.4% 155 $333K
GAMCO Investors 0.00% No change 155 $333K
Hobbs Group Advisors, LLC 0.10% New 153 $329K
Snowden Capital Advisors LLC 0.01% Add +4.8% 153 $328K
PCM Encore, LLC 0.07% — 151 $324K
Chapman Financial Group, LLC 0.22% No change 150 $322K
Alteri Wealth LLC 0.10% Reduce -3.9% 148 $318K
MetLife Investment Management, LLC 0.00% Reduce -6.9% 148 $318K
PEAK6 LLC 0.01% New 148 $317K
Woodard & Co. Asset Management Group Inc. 0.05% No change 144 $309K
Leavell Investment Management, Inc. 0.01% Reduce -3.4% 141 $303K
Counterpoint Mutual Funds LLC 0.02% New 138 $296K
Stratos Wealth Partners, LTD. 0.00% Reduce -5.6% 136 $293K
Kenora Financial, LLC 0.10% Reduce -21.4% 136 $292K
GAMMA Investing LLC 0.01% Add +0.7% 136 $292K
Schonfeld Strategic Advisors LLC 0.00% Reduce -88.0% 135 $290K
Fiduciary Trust Co 0.00% New 134 $288K
Cambria Investment Management, L.P. 0.02% Reduce -3.6% 134 $288K
Fidelis Capital Partners, LLC 0.02% No change 134 $287K
Siemens Fonds Invest GmbH 0.01% Reduce -2.3% 129 $279K
Quantum Financial Advisors, LLC 0.03% No change 129 $277K
Yoffe Investment Management, LLC 0.35% No change 128 $275K
Cooper Financial Group 0.03% Reduce -2.3% 128 $275K
Keel Point, LLC 0.02% No change 128 $275K
OpenArc Corporate Advisory, LLC 0.00% — 127 $273K
Capital International Sarl 0.00% New 126 $270K
Pekin Hardy Strauss, Inc. 0.02% Reduce -27.8% 125 $268K
Covestor Ltd 0.14% Add +30.5% 124 $267K
Moody National Bank Trust Division 0.03% No change 123 $264K
Tower Research Capital LLC (TRC) 0.01% Reduce -39.6% 122 $262K
Mason & Associates Inc 0.05% No change 121 $260K
Nilsine Partners, LLC 0.02% Reduce -8.7% 116 $249K
Moneco Advisors, LLC 0.02% No change 114 $245K
M. Kulyk & Associates, LLC 0.05% No change 114 $245K
Elevation Point Wealth Partners, LLC 0.01% New 111 $238K
Vestmark Advisory Solutions, Inc. 0.00% New 111 $238K
Fortress Private Ledger, LLC 0.08% New 110 $236K
WINTON GROUP Ltd 0.01% New 110 $236K
Ossiam 0.00% Reduce -41.5% 110 $236K
Prime Capital Investment Advisors, LLC 0.00% New 109 $234K
Bank & Trust Co 0.17% Reduce -2.7% 109 $234K
Prelude Capital Management, LLC 0.02% New 109 $234K
Twinbeech Capital LP 0.02% Reduce -99.1% 109 $234K
B. Riley Wealth Advisors, Inc. 0.01% New 107 $231K
Arkadios Wealth Advisors 0.00% Reduce -18.3% 107 $230K
Savant Capital, LLC 0.00% Reduce -16.4% 107 $230K
DRW Securities, LLC 0.02% New 106 $227K
Optas, LLC 0.04% Reduce -64.0% 106 $227K
First American Trust, FSB 0.02% New 105 $225K
Symphony Financial Services, Inc. 0.11% New 104 $223K
Savvy Advisors, Inc. 0.01% New 103 $221K
Ground Swell Capital, LLC 0.46% New 103 $221K
Black Diamond Financial, LLC 0.02% New 103 $221K
Red Door Wealth Management, LLC 0.02% New 103 $221K
Cary Street Partners Financial LLC 0.01% No change 103 $221K
Ballentine Partners, LLC 0.00% New 101 $216K
Three Magnolias Financial Advisors, LLC 0.13% New 100 $215K
Viewpoint Investment Partners Corp. 0.10% New 100 $215K
Mullooly Asset Management, Inc. 0.08% New 100 $215K
Z3 Capital Partners, LLC 0.05% — 100 $215K
Paradigm Asset Management Co. LLC 0.05% No change 100 $215K
Westover Capital Advisors, LLC 0.04% Reduce -74.2% 100 $215K
CCM Investment Advisers LLC 0.02% New 100 $215K
Austin Private Wealth, LLC 0.02% New 98 $210K
Pines Wealth Management, LLC 0.07% New 97 $208K
Old National Bancorp 0.00% New 96 $206K
Parallel Advisors, LLC 0.00% Add +8.0% 95 $204K
Emerald Advisers, LLC 0.01% Reduce -4.0% 95 $204K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.2% 84 $180K
EverSource Wealth Advisors, LLC 0.01% Reduce -9.8% 74 $159K
Van Eck Associates Corp. 0.00% New 67 $144K
Smartleaf Asset Management LLC 0.01% Add +13.8% 66 $143K
Torren Management, LLC 0.07% — 66 $142K
Allworth Financial LP 0.00% Add +128.6% 64 $137K
Steward Partners Investment Advisory, LLC 0.00% Reduce -6.2% 61 $130K
North Star Investment Management Corp. 0.01% No change 60 $130K
Motco 0.01% No change 55 $118K
Golden State Wealth Management, LLC 0.01% Add +1600.0% 51 $110K
Accent Capital Management, LLC 0.05% No change 50 $107K
Princeton Global Asset Management LLC 0.01% Reduce -43.2% 42 $90K
Cary Street Partners Investment Advisory LLC 0.02% Add +250.0% 42 $90K
CoreFirst Bank & Trust 0.05% Add +8.3% 39 $84K
Paladin Partners, LLC 0.06% — 38 $82K
NFSG Corp 0.01% No change 34 $73K
Versant Capital Management, Inc 0.01% Reduce -8.3% 33 $71K
Los Angeles Capital Management LLC 0.00% New 39 $69K
Community Bank, N.A. 0.01% Reduce -43.6% 31 $67K
Central Pacific Bank - Trust Division 0.01% New 30 $64K
Root Financial Partners, LLC 0.00% Add +61.1% 29 $62K
Bessemer Group Inc. 0.00% Reduce -50.9% 26 $56K
Jessup Wealth Management, Inc 0.02% New 26 $56K
Blue Trust, Inc. 0.00% Reduce -13.3% 26 $56K
Trust Co 0.01% No change 25 $54K
UMB Bank, n.a. 0.00% Add +50.0% 24 $52K
Cape Investment Advisory, Inc. 0.02% Add +187.5% 23 $49K
Reflection Asset Management 0.03% — 21 $45K
Steph & Co. 0.01% Add +16.7% 21 $45K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +10.5% 21 $45K
Fifth Third Bancorp 0.00% Reduce -4.8% 20 $43K
Vision Retirement, LLC 0.01% — 19 $41K
MassMutual Private Wealth & Trust, FSB 0.00% No change 19 $41K
Asset Planning,Inc 0.03% No change 18 $39K
Pinnacle Wealth Planning Services, Inc. 0.00% New 18 $39K
Parkside Financial Bank & Trust 0.00% Add +21.4% 17 $36K
Duncker Streett & Co. Inc. 0.01% No change 17 $36K
Transamerica Financial Advisors, LLC 0.00% Reduce -6.3% 15 $32K
Harbor Investment Advisory, LLC 0.00% Add +150.0% 15 $32K
Deseret Mutual Benefit Administrators 0.01% Add +40.0% 14 $30K
Toth Financial Advisory Corp. 0.00% No change 14 $30K
PFS Partners, LLC 0.01% No change 13 $28K
Larson Financial Group LLC 0.00% Reduce -35.0% 13 $28K
Hilton Head Capital Partners, LLC 0.02% — 12 $26K
Basecamp Wealth Advisors LLC 0.01% — 11 $24K
JFS Wealth Advisors, LLC 0.00% Add +37.5% 11 $24K
Beacon Financial Strategies CORP 0.01% New 10 $21K
Caldwell Sutter Capital, Inc. 0.01% No change 10 $21K
Private Wealth Management Group, LLC 0.01% No change 10 $21K
Private Trust Co. NA 0.00% Add +42.9% 10 $21K
SageView Advisory Group, LLC 0.00% New 10 $21K
Huntington National Bank 0.00% No change 10 $21K
CoreCap Advisors, LLC 0.00% New 9 $19K
Raiffeisen Bank International AG 0.00% No change 8 $17K
MRP Capital Investments, LLC 0.01% Reduce -97.1% 8 $17K
Fortitude Family Office, LLC 0.00% Add +33.3% 8 $17K
Keating Financial Advisory Services, Inc. 0.00% — 8 $17K
Rothschild Investment LLC 0.00% Add +14.3% 8 $17K
First Horizon Corp. 0.00% Add +14.3% 8 $17K
Spire Wealth Management 0.00% No change 8 $17K
Fideuram Asset Management (Ireland) dac 0.00% — 8 $17K
Bell Investment Advisors, Inc 0.00% No change 7 $15K
MAI Capital Management 0.00% Add +40.0% 7 $15K
1015 Capital Partners, LLC 0.01% — 7 $15K
Hara Capital LLC 0.01% No change 7 $15K
Global Retirement Partners, LLC 0.00% Add +16.7% 7 $15K
Salomon & Ludwin, LLC 0.00% No change 6 $13K
ORG Partners LLC 0.00% Add +50.0% 6 $13K
Trust Co. of Vermont 0.00% New 6 $13K
Basepoint Wealth LLC 0.01% New 5 $11K
Cullen/Frost Bankers, Inc. 0.00% No change 5 $11K
Bravera Wealth 0.01% — 5 $11K
Key Financial Inc 0.00% Reduce -44.4% 5 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 5 $11K
Manchester Capital Management LLC 0.00% Add +66.7% 5 $11K
MV Capital Management, Inc. 0.00% Add +400.0% 5 $11K
Geneos Wealth Management Inc. 0.00% No change 5 $11K
Ares Financial Consulting, LLC 0.01% — 4 $9K
WPG Advisers, LLC 0.01% No change 4 $9K
Pinnacle Bancorp, Inc. 0.00% Add +33.3% 4 $9K
Leonteq Securities AG 0.00% Reduce -85.2% 4 $9K
Harbour Investments, Inc. 0.00% Add +300.0% 4 $9K
Elyxium Wealth, LLC 0.00% New 3 $7K
Sittner & Nelson, LLC 0.00% No change 3 $6K
Benson Wealth Management INC 0.01% — 3 $6K
Fairman Group, LLC 0.01% New 3 $6K
Bruce G. Allen Investments, LLC 0.00% No change 3 $6K
Red Tortoise LLC 0.00% No change 3 $6K
Estate Planners Group, LLC 0.00% — 3 $6K
Elevation Wealth Partners, LLC 0.00% New 3 $6K
Park Place Capital Corp 0.00% New 3 $6K
Grove Bank & Trust 0.00% No change 3 $6K
Ancora Advisors LLC 0.00% New 3 $6K
Sound Income Strategies, LLC 0.00% New 2 $4K
SJS Investment Consulting Inc. 0.00% Add +100.0% 2 $4K
Sachetta, LLC 0.00% Reduce -50.0% 2 $4K
Rialto Wealth Management, LLC 0.00% No change 2 $4K
Hoey Investments, Inc. 0.00% No change 2 $4K
Albion Financial Group 0.00% No change 2 $4K
Cromwell Holdings LLC 0.00% No change 2 $4K
Highline Wealth Partners LLC 0.00% No change 2 $4K
Raffa Wealth Management, LLC 0.00% No change 2 $4K
Zions Bancorporation, National Association 0.00% New 2 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $3K
First Pacific Financial 0.00% No change 1 $2K
WealthCollab, LLC 0.00% No change 1 $2K
HFM Investment Advisors, LLC 0.00% New 1 $2K
True Wealth Design, LLC 0.00% No change 1 $2K
Abound Wealth Management 0.00% No change 1 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 1 $2K
Cornerstone Financial Management LLC 0.00% — 1 $2K
Sunrise Financial Services, LLC 0.00% — 1 $2K
Turning Point Benefit Group, Inc. 0.00% No change 1 $2K
Optima Capital LLC 0.00% New 1 $2K
Bay Harbor Wealth Management, LLC 0.00% No change 1 $2K
Elevated Capital Advisors, LLC 0.00% New 1 $2K
Activest Wealth Management 0.00% Reduce -66.7% 1 $2K
SHP Wealth Management 0.00% — 1 $2K
Country Trust Bank 0.00% No change 1 $2K
Optiver Holding B.V. 0.00% New 1 $2K
Ogorek Anthony Joseph /NY/ 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.