First Citizens Bcshs Class AFCNCA

13F holders, Q2 2026 (June 30)
626holders +23
81new positions
54sold out
10famous investors
$2079.74avg. 13F price*

At the end of Q2 2026, 626 institutions reported holding First Citizens Bcshs Class A (FCNCA) in their 13F filings, up 23 from Q1 2026. 81 opened new positions and 54 sold out. The largest holders were Harris Associates (Oakmark Funds) ($1.9B), BlackRock, Inc. ($1.8B) and Dodge & Cox ($841.1M). 10 famous investors held it, including Bill Nygren (2.5% of Harris Associates (Oakmark Funds)'s portfolio), Philippe Laffont (0.6% of Coatue Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions81$162.3M
Exits54$103.1M

All 13F filers, Q1 2026 → Q2 2026: 295,319 shares bought and 712,153 shares sold, net −416,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 626 holders

Harris Associates (Oakmark Funds) 2.55% Reduce -3.0% 919,347 $1.9B
BlackRock, Inc. 0.03% Reduce -14.4% 859,143 $1.8B
Dodge & Cox 0.44% Add +2.8% 404,215 $841.1M
Vanguard Capital Management LLC 0.02% Reduce -7.4% 358,575 $746.1M
Vanguard Portfolio Management LLC 0.03% Reduce -10.4% 312,316 $649.9M
State Street Corp. 0.01% Reduce -6.6% 208,230 $433.3M
JPMorgan Chase & Co. 0.02% Reduce -30.2% 184,805 $384.3M
Geode Capital Management, LLC 0.02% Reduce -5.1% 171,811 $356.7M
Hotchkis & Wiley Capital Management LLC 0.94% Add +16.7% 154,960 $322.4M
Coatue Management 0.60% No change 139,498 $290.3M
Dimensional Fund Advisors LP 0.05% Add +0.8% 126,898 $264.1M
FMR LLC 0.01% Reduce -9.8% 121,519 $252.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -1.6% 120,114 $249.9M
Morgan Stanley 0.01% Reduce -27.8% 99,191 $206.4M
Allspring Global Investments Holdings, LLC 0.30% Add +0.9% 92,699 $196.7M
Reinhart Partners, Llc. 4.00% Add +7.5% 84,206 $175.3M
First Citizens Bank & Trust Co. 2.34% Reduce -2.0% 75,121 $156.3M
D. E. Shaw & Co. 0.10% Add +6.3% 74,642 $155.3M
Bank of America Corp. 0.01% Reduce -5.3% 71,630 $149.0M
Norges Bank 0.01% — 64,804 $134.8M
Alliancebernstein L.P. 0.04% Reduce -8.2% 67,445 $127.1M
Goldman Sachs Group Inc. 0.01% Add +16.3% 60,759 $126.4M
Northern Trust Corp. 0.01% Reduce -4.7% 58,066 $120.8M
Millennium Management 0.08% Add +389.8% 57,311 $119.3M
Vanguard Fiduciary Trust Co. 0.03% Reduce -2.9% 57,262 $119.2M
Charles Schwab Investment Management Inc. 0.02% Add +7.3% 56,346 $117.2M
UBS Group AG 0.02% Reduce -10.1% 54,214 $112.8M
First Trust Advisors LP 0.06% Add +15.4% 49,908 $103.8M
Check Capital Management Inc. 5.22% Add +0.7% 44,355 $92.3M
Fuller & Thaler Asset Management, Inc. 0.23% Add +68.0% 41,023 $85.4M
River Road Asset Management, LLC 0.92% Reduce -20.7% 39,784 $82.8M
Bank of New York Mellon Corp 0.01% Reduce -5.7% 39,181 $81.5M
Brown Advisory Inc. 0.12% Reduce -58.0% 36,593 $76.1M
Alberta Investment Management Corp 0.48% No change 36,176 $75.3M
Thompson Siegel & Walmsley LLC 1.10% Reduce -26.8% 29,211 $60.8M
Qube Research & Technologies Ltd 0.06% New 25,484 $53.0M
Legal & General Group Plc 0.01% Reduce -18.2% 25,219 $52.5M
Wellington Management Group LLP 0.01% Reduce -28.5% 23,855 $49.6M
Wells Fargo & Company 0.01% Add +0.1% 23,580 $49.1M
Arrowstreet Capital, Limited Partnership 0.02% Add +97.0% 23,561 $49.0M
Renaissance Technologies 0.07% Add +51.0% 23,086 $48.0M
Basswood Capital Management, L.L.C. 2.05% No change 23,056 $48.0M
Susquehanna International Group, LLP 0.04% Add +121.9% 22,384 $46.6M
Worldquant Millennium Advisors LLC 0.14% Reduce -1.6% 19,929 $41.5M
American Century Companies Inc. 0.02% Add +40.0% 19,608 $40.8M
Jones Financial Companies LLLP 0.02% Add +6.7% 19,602 $40.8M
Natixis Advisors, LLC 0.05% Reduce -3.0% 19,464 $40.5M
Invesco Ltd. 0.00% Reduce -8.3% 19,330 $40.2M
Raymond James Financial Inc. 0.01% Add +4.3% 18,848 $39.2M
Artisan Partners Limited Partnership 0.06% Reduce -36.3% 18,449 $38.4M
California Public Employees Retirement System 0.02% Reduce -4.0% 18,224 $37.9M
Systematic Financial Management LP 0.73% Add +4.8% 17,534 $36.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -10.0% 16,951 $35.3M
Envestnet Asset Management Inc. 0.01% Reduce -1.3% 16,792 $34.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% Add +0.3% 16,167 $33.6M
Anchor Investment Management, LLC 2.50% Add +20.8% 15,975 $33.2M
Citigroup Inc. 0.02% Reduce -0.5% 15,547 $32.4M
Bronte Capital Management Pty Ltd. 3.32% Reduce -14.0% 14,179 $29.5M
SG Americas Securities, LLC 0.02% Add +21.4% 13,335 $27.7M
Bank of Montreal 0.01% Reduce -8.4% 13,180 $27.4M
Prana Capital Management, LP 0.83% Add +14.3% 13,076 $27.2M
Deutsche Bank AG 0.01% Add +7.3% 12,354 $25.7M
Amundi 0.01% Add +8.0% 12,088 $25.2M
Cortland Associates Inc. 3.46% Reduce -33.6% 11,498 $23.9M
Nuveen, LLC 0.01% Reduce -10.8% 11,277 $23.5M
Citizens Financial Group Inc. 0.28% Add +1.0% 11,238 $23.4M
Franklin Resources Inc. 0.01% Add +51.6% 11,237 $23.4M
Squarepoint Ops LLC 0.04% New 10,769 $22.4M
California State Teachers Retirement System 0.02% Reduce -12.7% 10,695 $22.3M
Sei Investments Co. 0.02% Reduce -20.6% 10,651 $22.2M
Brown Brothers Harriman & Co. 0.10% No change 10,605 $22.1M
Rhumbline Advisers 0.02% Reduce -8.1% 10,559 $22.0M
Truist Financial Corp. 0.03% Add +2.9% 10,069 $21.0M
Cannell & Spears LLC 0.36% Reduce -13.7% 9,554 $19.9M
Teachers Retirement System of the State of Kentucky 0.13% No change 9,341 $19.4M
T. Rowe Price Associates Inc. 0.00% Add +3.2% 9,021 $18.8M
Gator Capital Management, LLC 4.01% Reduce -12.0% 8,958 $18.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -0.3% 8,922 $18.6M
KLP Kapitalforvaltning As 0.06% No change 8,670 $18.0M
Quantinno Capital Management LP 0.02% Add +32.0% 8,315 $17.3M
KBC Group NV 0.04% Reduce -38.2% 8,292 $17.3M
Royal London Asset Management Ltd. 0.03% Add +0.2% 8,069 $16.8M
ArrowMark Colorado Holdings LLC 0.69% No change 7,886 $16.4M
Caisse de depot et placement du Quebec 0.02% Add +1.0% 7,775 $16.2M
HRT Financial LP 0.03% New 7,686 $16.0M
Jane Street Group, LLC 0.01% Reduce -9.1% 7,544 $15.7M
Danske Bank A/S 0.03% Reduce -20.2% 7,327 $15.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.9% 7,118 $14.8M
Livforsakringsbolaget Skandia, Omsesidigt 0.47% Add +78222.2% 7,049 $14.7M
Ameriprise Financial Inc. 0.00% Reduce -3.6% 6,863 $14.3M
BNP Paribas Financial Markets 0.01% Reduce -4.7% 6,692 $13.9M
Barclays PLC 0.00% Add +39.0% 6,585 $13.7M
Gabelli Funds LLC 0.09% Reduce -2.6% 6,462 $13.4M
Marshall Wace, LLP 0.01% New 6,336 $13.2M
Saber Capital Managment, LLC 9.47% Add +0.8% 6,329 $13.2M
State Board of Administration of Florida Retirement System 0.02% Reduce -22.5% 6,280 $13.1M
Bridgewater Associates 0.05% Reduce -33.0% 6,236 $13.0M
HSBC Holdings PLC 0.01% Reduce -28.5% 6,077 $12.6M
LPL Financial LLC 0.00% Add +14.3% 6,032 $12.6M
Citadel Advisors 0.01% Reduce -78.2% 5,716 $11.9M
Captrust Financial Advisors 0.02% Add +0.5% 5,632 $11.7M
Barr E S & Co. 0.65% Reduce -4.0% 5,546 $11.5M
Aviva PLC 0.02% Add +1.7% 5,403 $11.2M
Two Sigma Investments, LP 0.01% Add +112.0% 5,363 $11.2M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -1.4% 5,339 $11.1M
Victory Capital Management Inc. 0.01% Reduce -0.9% 5,196 $10.8M
Royal Bank of Canada 0.00% Add +8.8% 5,161 $10.7M
AQR Capital Management 0.00% Reduce -40.8% 4,963 $10.3M
Pictet Asset Management Holding SA 0.01% Reduce -10.7% 4,859 $10.1M
Level Four Advisory Services, LLC 0.29% Add +0.7% 4,852 $10.1M
Korea Investment CORP 0.02% Reduce -45.7% 4,843 $10.1M
Stieven Capital Advisors, L.P. 1.91% Reduce -20.9% 4,815 $10.0M
Sendero Wealth Management, LLC 0.99% Add +4.8% 4,780 $9.9M
Colonial Trust Co / SC 1.22% Reduce -1.4% 4,646 $9.7M
Vanguard Global Advisers, LLC 0.00% Reduce -10.6% 4,543 $9.5M
New York State Common Retirement Fund 0.01% Reduce -10.1% 4,431 $9.2M
Stifel Financial Corp. 0.01% Reduce -1.6% 4,344 $9.0M
Siena Capital Partners GP, LLC 2.19% No change 4,344 $9.0M
Swedbank AB 0.01% Reduce -0.4% 4,295 $8.9M
Russell Investments Group, Ltd. 0.01% Add +7.5% 4,142 $8.6M
Asset Management One Co., Ltd. 0.02% Add +19.6% 3,997 $8.3M
State of Wisconsin Investment Board 0.02% Reduce -20.0% 3,938 $8.2M
Vanguard Investments Australia, Ltd. 0.02% Reduce -9.2% 3,912 $8.1M
XTX Topco Ltd 0.10% Reduce -42.4% 3,720 $7.7M
Canada Pension Plan Investment Board 0.00% Reduce -51.4% 3,652 $7.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -5.3% 3,605 $7.5M
Live Oak Private Wealth LLC 0.90% Reduce -0.3% 3,454 $7.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -8.5% 3,447 $7.2M
Private Advisor Group, LLC 0.03% Reduce -3.1% 3,419 $7.1M
Treasurer of the State of North Carolina 0.02% Reduce -9.1% 3,411 $7.1M
Alyeska Investment Group, L.P. 0.02% New 3,332 $6.9M
Sheets Smith Wealth Management 0.67% Add +10.3% 3,210 $6.7M
Commerce Bank 0.03% Reduce -53.9% 3,205 $6.7M
Pathstone Holdings, LLC 0.02% Reduce -7.7% 3,189 $6.6M
Westfield Capital Management Co. LP 0.02% No change 3,185 $6.6M
Steward Partners Investment Advisory, LLC 0.03% Add +8.2% 3,102 $6.5M
Handelsbanken Fonder AB 0.02% No change 3,042 $6.3M
Tradewinds, LLC. 1.40% Reduce -52.6% 1,244 $6.2M
Rhino Investment Partners, Inc 1.88% New 2,980 $6.2M
Huber Capital Management LLC 0.90% No change 2,943 $6.1M
Stephens Inc. 0.07% Reduce -7.9% 2,901 $6.0M
Wilmington Savings Fund Society, FSB 0.13% Reduce -1.3% 2,854 $5.9M
Marnell Management LLC 2.99% Add +13.2% 2,829 $5.9M
Susquehanna Fundamental Investments, LLC 0.11% No change 2,823 $5.9M
Arax Advisory Partners 0.04% Add +1185.7% 2,790 $5.8M
Janney Montgomery Scott LLC 0.01% Reduce -3.2% 2,765 $5.8M
AWH Capital, L.P. 3.91% No change 2,735 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -4.6% 2,738 $5.7M
Creative Planning 0.00% Add +7.0% 2,630 $5.5M
Nomura Asset Management Co. Ltd. 0.01% Reduce -11.2% 2,590 $5.4M
Armor Advisors, L.L.C. 4.27% Reduce -2.8% 2,510 $5.2M
LRT Capital Management, LLC 3.38% Add +117.7% 2,499 $5.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.09% No change 2,435 $5.1M
Petiole USA ltd 3.61% No change 2,415 $5.0M
Knightsbridge Asset Management, LLC 0.63% Reduce -1.2% 2,290 $4.8M
Public Employees Retirement System of Ohio 0.01% Reduce -10.5% 2,283 $4.8M
State of New Jersey Common Pension Fund D 0.02% Reduce -15.5% 2,276 $4.7M
Assetmark, Inc. 0.01% Add +3.8% 2,228 $4.6M
Inspire Investing, LLC 0.19% Add +19.4% 2,200 $4.6M
Arizona State Retirement System 0.02% Reduce -6.7% 2,173 $4.5M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -39.3% 2,165 $4.5M
Osaic Holdings, Inc. 0.01% Add +25.0% 2,145 $4.5M
Titan Global Capital Management USA LLC 0.56% No change 2,138 $4.4M
Resona Asset Management Co.,Ltd. 0.02% Reduce -16.4% 2,082 $4.3M
ASR Vermogensbeheer N.V. 0.04% New 2,025 $4.2M
Two Sigma Securities, LLC 0.35% Add +111.4% 1,977 $4.1M
ExodusPoint Capital Management, LP 0.04% New 1,970 $4.1M
Schonfeld Strategic Advisors LLC 0.02% Reduce -15.1% 1,968 $4.1M
Harbor Capital Advisors, Inc. 0.28% Add +1.1% 1,957 $4.1M
Vest Financial, LLC 0.04% Add +1.5% 1,942 $4.0M
Voloridge Investment Management, LLC 0.02% Reduce -32.5% 1,941 $4.0M
MML Investors Services, LLC 0.01% Add +37.7% 1,940 $4.0M
Daiwa Securities Group Inc. 0.01% Reduce -10.7% 1,929 $4.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +1.0% 1,927 $4.0M
SEB Asset Management AB 0.01% Add +1.5% 1,907 $4.0M
Ensign Peak Advisors, Inc 0.01% Add +85.1% 1,881 $3.9M
Jump Financial, LLC 0.04% Add +1638.0% 1,877 $3.9M
Federation des caisses Desjardins du Quebec 0.01% Add +41.2% 1,851 $3.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 1,842 $3.8M
Cerity Partners LLC 0.00% Reduce -9.0% 1,810 $3.8M
Evergreen Wealth Management, LLC 1.74% Add +1.9% 1,786 $3.7M
IFM Investors Pty Ltd 0.02% Add +5.0% 1,753 $3.6M
DNB Asset Management AS 0.01% No change 1,735 $3.6M
Caxton Associates LLP 0.07% Reduce -6.6% 1,708 $3.6M
Lansforsakringar Fondforvaltning AB (publ) 0.02% New 1,697 $3.5M
Man Group plc 0.01% Reduce -6.7% 1,653 $3.4M
Oppenheimer & Co. Inc. 0.04% Add +3.1% 1,649 $3.4M
Orion Porfolio Solutions, LLC 0.03% Add +15.9% 1,643 $3.4M
TD Asset Management Inc 0.00% Add +1.6% 1,624 $3.4M
CIBC Asset Management Inc 0.01% Add +175.2% 1,577 $3.3M
Nykredit A/S 0.01% — 1,540 $3.2M
National Bank of Canada 0.00% Add +55.0% 1,536 $3.2M
Annandale Capital, LLC 0.47% No change 1,530 $3.2M
Principal Financial Group Inc. 0.00% Add +131.1% 1,481 $3.1M
Y-Intercept (Hong Kong) Ltd 0.06% New 1,455 $3.0M
Waverly Advisors, LLC 0.02% Reduce -50.8% 1,452 $3.0M
Seldon Capital LP 0.93% No change 1,434 $3.0M
SouthState Bank Corp 0.12% No change 1,415 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.2% 1,400 $2.9M
Fieldview Capital Management, LLC 0.80% Reduce -31.1% 1,342 $2.8M
Oppenheimer Asset Management Inc. 0.03% Reduce -7.5% 1,342 $2.8M
Ethic Inc. 0.03% New 1,312 $2.7M
Aptus Capital Advisors, LLC 0.02% Add +3.1% 1,310 $2.7M
Founders Financial Alliance, LLC 0.35% No change 1,283 $2.7M
Fifth Third Bancorp 0.00% Reduce -1.9% 1,280 $2.7M
Tudor Investment Corporation 0.01% Reduce -62.6% 1,264 $2.6M
Guardian Wealth Advisors, LLC / NC 0.15% No change 1,244 $2.6M
O'shaughnessy Asset Management, LLC 0.01% Reduce -3.0% 1,225 $2.5M
Utah Retirement Systems 0.02% Reduce -14.6% 1,216 $2.5M
EJF Capital LP 1.69% Reduce -32.5% 1,215 $2.5M
EP Wealth Advisors, LLC 0.01% Add +2.8% 1,207 $2.5M
Delta Global Management LP 0.27% Add +22.5% 1,193 $2.5M
NLB Skladi, upravljanje premozenja, d.o.o. 0.09% No change 1,190 $2.5M
Allegiance Financial Group Advisory Services LLC 0.43% Reduce -3.8% 1,182 $2.5M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -12.4% 1,182 $2.5M
Allstate Corp. 0.02% Add +91.2% 1,174 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +186.2% 1,159 $2.4M
Catalyst Funds Management Pty Ltd 0.14% Add +38.2% 1,155 $2.4M
Atlantic Union Bankshares Corp 0.04% Reduce -0.9% 1,150 $2.4M
Midwest Professional Planners, LTD. 0.47% Add +13.3% 1,146 $2.4M
NewEdge Advisors, LLC 0.01% Reduce -28.1% 1,144 $2.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -3.7% 1,139 $2.4M
Independent Advisor Alliance 0.06% Add +0.5% 1,137 $2.4M
Axxcess Wealth Management, LLC 0.04% New 1,137 $2.4M
Cetera Investment Advisers 0.00% Reduce -15.0% 1,105 $2.3M
&partners 0.01% Add +10.9% 1,089 $2.3M
Swiss Life Asset Management Ltd 0.01% Add +29.7% 1,078 $2.2M
Xponance LLC 0.01% Reduce -10.5% 1,061 $2.2M
Clearstead Advisors, LLC 0.02% Add +29.7% 1,058 $2.2M
Regions Financial Corp. 0.01% Reduce -2.5% 1,050 $2.2M
Nordea Investment Management AB 0.00% Reduce -31.8% 1,044 $2.2M
Toronto Dominion Bank 0.00% Reduce -6.0% 1,043 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Reduce -7.2% 1,039 $2.2M
Whittier Trust Co. 0.02% Reduce -15.6% 1,021 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1496.9% 1,022 $2.1M
Mraz, Amerine & Associates, Inc. 0.30% Reduce -4.5% 1,013 $2.1M
Laurion Capital Management LP 0.16% Reduce -6.0% 1,009 $2.1M
De Lisle Partners LLP 0.23% No change 1,000 $2.1M
DekaBank Deutsche Girozentrale 0.00% No change 1,094 $2.0M
OP Asset Management Ltd 0.02% No change 961 $2.0M
PNC Financial Services Group, Inc. 0.00% Reduce -9.5% 956 $2.0M
Wedbush Securities Inc. 0.05% Reduce -1.6% 954 $2.0M
Trust Co of the South 0.28% No change 947 $2.0M
Blair William & Co. 0.01% Reduce -2.7% 941 $2.0M
Corient Private Wealth LP 0.00% Reduce -36.7% 921 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -1.2% 910 $1.9M
Vanguard Personalized Indexing Management, LLC 0.02% Add +2.1% 901 $1.9M
Merrion Investment Management Co, LLC 0.86% No change 876 $1.8M
Eurizon Capital SGR S.p.A. 0.00% Add +7.2% 859 $1.8M
Maltese Capital Management LLC 0.33% Reduce -2.1% 850 $1.8M
PensionDanmark Pensionsforsikringsaktieselskab 0.01% No change 830 $1.7M
Diversified Trust Co. 0.03% Reduce -10.7% 811 $1.7M
Nisa Investment Advisors, LLC 0.01% Reduce -22.6% 794 $1.7M
Western Wealth Management, LLC 0.05% No change 793 $1.7M
Malaga Cove Capital, LLC 0.52% Reduce -0.6% 791 $1.6M
Whitener Capital Management, Inc. 0.35% Add +10.7% 784 $1.6M
TD Private Client Wealth LLC 0.03% Add +1.2% 776 $1.6M
Empowered Funds, LLC 0.01% Reduce -4.0% 770 $1.6M
Retirement Planning Group, LLC 0.04% Add +68.1% 758 $1.6M
44 Wealth Management LLC 0.52% Reduce -4.2% 754 $1.6M
Smith Salley Wealth Management 0.07% Reduce -0.7% 752 $1.6M
Angel Oak Capital Advisors, LLC 1.97% No change 750 $1.6M
Old Peak Finance LLC 0.73% Add +0.7% 726 $1.5M
Muirfield Wealth Advisors LLC 0.96% Reduce -0.3% 709 $1.5M
Sanctuary Advisors, LLC 0.01% Reduce -3.9% 698 $1.5M
Benjamin Edwards Inc. 0.01% Add +1.8% 697 $1.5M
Noesis Capital Mangement Corp. 0.17% Reduce -7.4% 685 $1.4M
National Pension Service 0.00% Add +28.4% 683 $1.4M
Neuberger Berman Group LLC 0.00% Add +1.5% 672 $1.4M
M&T Bank Corp 0.00% Reduce -0.9% 671 $1.4M
Quantitative Investment Management, LLC 0.15% New 666 $1.4M
Gulf International Bank (UK) Ltd 0.03% Reduce -1.9% 653 $1.4M
US Bancorp \de 0.00% Add +8.4% 645 $1.3M
Disciplined Investors, L.L.C. 0.67% New 642 $1.3M
Triangle Securities Wealth Management 0.26% Add +3.1% 628 $1.3M
Mercer Global Advisors Inc. 0.00% Reduce -8.5% 623 $1.3M
HB Wealth Management, LLC 0.01% Reduce -4.9% 623 $1.3M
MBL Wealth, LLC 0.09% No change 622 $1.3M
Financial Security Advisor, Inc. 0.21% No change 615 $1.3M
Jupiter Topco LLC 0.00% — 615 $1.3M
Park Avenue Securities LLC 0.01% Reduce -2.9% 613 $1.3M
Broyhill Asset Management, LLC 1.13% New 613 $1.3M
Voya Investment Management LLC 0.00% Reduce -4.1% 613 $1.3M
Holderness Investments Co. 0.21% No change 611 $1.3M
Gsa Capital Partners LLP 0.08% Add +357.6% 604 $1.3M
CIBC Bancorp USA Inc. 0.00% Reduce -11.0% 589 $1.2M
Assenagon Asset Management S.A. 0.00% Reduce -89.2% 569 $1.2M
Pinnacle Financial Partners, Inc. 0.01% Reduce -2.8% 561 $1.2M
Kentucky Retirement Systems 0.03% New 553 $1.2M
Affinity Wealth Management LLC 0.15% Add +2.6% 548 $1.1M
Oak Thistle LLC 0.11% New 543 $1.1M
E. Ohman J:or Asset Management AB 0.03% Reduce -95.8% 540 $1.1M
Saudi Central Bank 0.01% Add +68.0% 531 $1.1M
Mill Capital Management, LLC 0.07% No change 525 $1.1M
Headlands Technologies LLC 0.12% Reduce -13.4% 524 $1.1M
Avantra Family Wealth, Inc. 0.69% Reduce -5.1% 520 $1.1M
Atlanta Consulting Group Advisors, LLC 0.17% New 520 $1.1M
Callan Family Office, LLC 0.02% Add +6.1% 520 $1.1M
Avanza Fonder AB 0.02% Add +215.9% 515 $1.1M
CI Investments Inc. 0.00% Add +0.2% 515 $1.1M
HighTower Advisors, LLC 0.00% Reduce -15.3% 514 $1.1M
Harbor Advisors LLC 0.13% No change 512 $1.1M
Physicians Financial Services, Inc. 0.26% No change 510 $1.1M
Wealth Group, Ltd. 0.26% New 510 $1.1M
OMERS ADMINISTRATION Corp 0.01% Add +11.2% 508 $1.1M
Summit Trail Advisors, LLC 0.01% Add +10.9% 489 $1.0M
Pettinga Financial Advisors LLC 0.16% No change 485 $1.0M
Investment Management Corp of Ontario 0.01% Reduce -21.2% 483 $1.0M
Legacy Financial Advisors, Inc. 0.12% Reduce -1.6% 479 $997K
Savant Capital, LLC 0.00% Add +240.9% 450 $995K
Caprock Group, LLC 0.02% Add +4.9% 469 $977K
Bank of Nova Scotia 0.00% Reduce -2.1% 465 $968K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +3.8% 439 $913K
Quadrant Capital Group LLC 0.02% Add +2.4% 436 $907K
JT Stratford LLC 0.10% Add +0.5% 433 $901K
Woodline Partners LP 0.00% Add +28.9% 433 $901K
Rockefeller Capital Management L.P. 0.00% Reduce -12.7% 432 $901K
Atria Investments, Inc 0.01% Add +15.5% 424 $882K
Laird Norton Wetherby Trust Company, LLC 0.02% Add +0.7% 422 $878K
Maryland State Retirement & Pension System 0.01% Reduce -6.0% 422 $878K
Tanager Wealth Management LLP 0.08% Add +0.5% 416 $866K
Greenleaf Trust 0.01% Reduce -8.7% 407 $847K
Bartlett & Co. Wealth Management LLC 0.01% No change 400 $832K
Inceptionr LLC 0.20% New 399 $830K
Macquarie Group Ltd. 0.00% Reduce -16.9% 397 $826K
Raiffeisen Bank International AG 0.01% Reduce -1.0% 396 $824K
Moneta Group Investment Advisors LLC 0.01% Add +10.3% 395 $822K
denkapparat Operations GmbH 0.26% Add +58.2% 386 $803K
Vident Advisory, LLC 0.01% Reduce -97.3% 385 $801K
Dover Advisors, LLC 0.32% Add +0.3% 367 $788K
McCollum Christoferson Group LLC 0.23% No change 375 $780K
Tandem Capital Management Corp. 0.33% Reduce -9.0% 373 $776K
Peterson Wealth Services 0.17% Add +1.9% 370 $771K
Credit Agricole S A 0.00% Add +15.6% 364 $757K
Amalgamated Bank 0.01% Reduce -19.6% 362 $753K
Abn Amro Investment Solutions 0.01% Add +12.5% 360 $749K
Fox Run Management, L.L.C. 0.12% New 354 $737K
WealthShield Partners, LLC 0.11% No change 352 $732K
Denali Advisors LLC 0.07% Add +134.0% 351 $730K
Storebrand Asset Management As 0.00% Reduce -0.3% 350 $728K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.9% 347 $722K
Old North State Trust, LLC 0.37% Reduce -2.0% 343 $714K
ProShare Advisors LLC 0.00% New 342 $712K
Prudential Financial Inc. 0.00% Reduce -15.5% 339 $705K
Choreo, LLC 0.01% Reduce -0.3% 330 $688K
City Holding Co. 0.08% No change 330 $687K
Prudential PLC 0.00% No change 325 $676K
D.A. Davidson & Co. 0.00% No change 323 $672K
Kestra Private Wealth Services, LLC 0.01% Add +2.0% 305 $635K
Sequoia Financial Advisors, LLC 0.00% Reduce -9.8% 304 $633K
Carnegie Investment Counsel 0.01% No change 293 $610K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +33.8% 293 $610K
Gradient Investments LLC 0.01% Reduce -9.6% 292 $608K
Thrivent Financial for Lutherans 0.00% New 290 $603K
First Bank & Trust 0.09% Reduce -11.1% 288 $599K
Fideuram Asset Management (Ireland) dac 0.01% Reduce -88.3% 277 $584K
Independent Financial Group, LLC 0.01% No change 280 $583K
Commonwealth Equity Services, LLC 0.00% Reduce -29.8% 276 $574K
Coldstream Capital Management Inc. 0.01% Add +24.4% 275 $572K
Cibc World Market Inc. 0.00% Reduce -32.4% 267 $556K
Signaturefd, LLC 0.01% Add +10.8% 266 $553K
Beacon Pointe Advisors, LLC 0.00% Add +4.8% 261 $543K
Frec Markets, Inc. 0.05% New 260 $541K
North Dakota State Investment Board 0.02% Reduce -1.5% 260 $541K
Concurrent Investment Advisors, LLC 0.00% Add +2.8% 259 $539K
Personal Cfo Solutions, LLC 0.08% Reduce -0.4% 252 $524K
Heritage Trust Co 0.04% Reduce -3.9% 245 $510K
Mayport, LLC 0.08% Reduce -13.8% 244 $508K
Kingswood Wealth Advisors, LLC 0.02% Add +1.3% 243 $506K
Sterling Capital Management LLC 0.01% Reduce -18.6% 241 $501K
Quent Capital, LLC 0.03% No change 241 $501K
Meitav Investment House Ltd. 0.00% Add +6.7% 240 $499K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -24.7% 238 $498K
Venturi Wealth Management, LLC 0.02% Reduce -0.4% 232 $483K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -8.0% 230 $479K
Greenwich Wealth Management LLC 0.02% Add +12.8% 230 $478K
Osmosis Investment Management UK Ltd 0.02% Reduce -40.2% 229 $477K
Hedeker Wealth, LLC 0.09% Reduce -2.6% 228 $474K
Mackenzie Financial Corp. 0.00% Reduce -65.7% 228 $474K
Ostrum Asset Management 0.02% No change 227 $472K
Legacy Wealth Asset Management, LLC 0.10% Add +6.7% 224 $466K
AdvisorShares Investments LLC 0.06% No change 223 $464K
Evolve Private Wealth, LLC 0.03% New 222 $462K
Los Angeles Capital Management LLC 0.00% Add +461.5% 219 $456K
Colton Groome Financial Advisors, LLC 0.11% No change 217 $452K
B. Metzler seel. Sohn & Co. AG 0.00% No change 216 $449K
Ritholtz Wealth Management 0.01% Reduce -0.5% 212 $441K
Principal Securities, Inc. 0.01% Reduce -13.5% 211 $439K
Aberdeen Group plc 0.00% Reduce -86.1% 211 $439K
Twinbeech Capital LP 0.08% New 200 $416K
Colonial Trust Advisors 0.03% No change 200 $416K
State of Michigan Retirement System 0.00% No change 200 $416K
Panagora Asset Management Inc. 0.00% No change 200 $416K
Signature Estate & Investment Advisors LLC 0.01% No change 198 $412K
Schroder Investment Management Group 0.00% No change 198 $412K
Private Capital Advisors, Inc. 0.04% No change 197 $410K
Oslo Pensjonsforsikring AS 0.05% Reduce -11.3% 197 $410K
Baader Bank Aktiengesellschaft 0.03% Reduce -9.8% 193 $402K
Public Employees Retirement Association of Colorado 0.00% Reduce -79.2% 191 $397K
Advisory Services Network, LLC 0.00% Reduce -0.5% 190 $396K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.1% 187 $389K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -4.1% 186 $387K
Salem Investment Counselors Inc. 0.01% No change 185 $385K
Tritonpoint Wealth, LLC 0.04% Reduce -8.0% 185 $385K
TritonPoint Partners, LLC 0.03% New 185 $385K
Capital Investment Advisory Services, LLC 0.02% Reduce -0.5% 184 $383K
SeaCrest Wealth Management, LLC 0.04% Reduce -2.1% 183 $381K
OneDigital Investment Advisors LLC 0.00% Reduce -73.1% 181 $377K
STRS Ohio 0.00% Reduce -13.8% 181 $377K
Vontobel Holding Ltd. 0.00% Reduce -37.9% 180 $375K
Gotham Asset Management 0.00% No change 180 $375K
UniSuper Management Pty Ltd 0.00% Reduce -10.5% 179 $372K
Stratos Wealth Partners, LTD. 0.00% Add +31.1% 177 $370K
Vestcor Inc 0.01% No change 171 $356K
Yousif Capital Management, LLC 0.00% Reduce -7.1% 171 $356K
AlphaCore Capital LLC 0.01% New 168 $350K
Delta Investment Management, LLC 0.06% No change 167 $347K
Farther Finance Advisors, LLC 0.00% Reduce -50.3% 167 $347K
Optas, LLC 0.05% Add +5.1% 166 $345K
GTS Securities LLC 0.01% New 165 $343K
OpenArc Corporate Advisory, LLC 0.00% Add +1.9% 164 $341K
IFP Advisors, Inc 0.01% Add +1.3% 162 $337K
Lombard Odier Asset Management (Switzerland) SA 0.01% No change 161 $335K
MidFirst Bank 0.02% No change 158 $329K
Verdence Capital Advisors LLC 0.02% Reduce -7.1% 158 $329K
LexAurum Advisors, LLC 0.04% Add +0.6% 158 $328K
Tranquility Partners, LLC 0.11% No change 157 $327K
Aaron Wealth Advisors LLC 0.02% Add +0.7% 154 $320K
PCM Encore, LLC 0.06% No change 151 $314K
Hobbs Group Advisors, LLC 0.08% No change 150 $313K
Chapman Financial Group, LLC 0.21% No change 150 $312K
Brevan Howard Capital Management LP 0.00% New 149 $310K
GAMMA Investing LLC 0.01% Add +0.7% 148 $308K
Ieq Capital, LLC 0.00% Reduce -39.3% 148 $308K
111 Capital 0.05% New 146 $304K
TCW Group Inc. 0.00% Reduce -3.3% 146 $304K
Bessemer Group Inc. 0.00% Add +590.5% 145 $302K
Aigen Investment Management, LP 0.08% New 145 $302K
StoneX Group Inc. 0.01% New 144 $300K
Woodard & Co. Asset Management Group Inc. 0.04% No change 144 $300K
Hudock, Inc. 0.04% Reduce -4.0% 143 $298K
Crossmark Global Holdings, Inc. 0.00% New 143 $298K
Evergreen Capital Management LLC 0.01% Reduce -65.6% 142 $295K
Guggenheim Capital LLC 0.00% New 140 $291K
Fidelis Capital Partners, LLC 0.02% No change 134 $278K
Signal Advisors Wealth, LLC 0.01% Add +18.8% 133 $277K
Kestra Advisory Services, LLC 0.00% Reduce -13.7% 132 $275K
Quantum Financial Advisors, LLC 0.03% Add +2.3% 132 $275K
Cooper Financial Group 0.02% Add +6.5% 131 $273K
Leavell Investment Management, Inc. 0.01% Reduce -7.1% 131 $273K
MetLife Investment Management, LLC 0.00% Reduce -9.0% 131 $273K
Storgate, LLC 0.06% New 130 $271K
World Investment Advisors 0.00% Reduce -2.1% 141 $269K
Yoffe Investment Management, LLC 0.30% No change 128 $266K
DAVENPORT & Co LLC 0.00% Reduce -63.0% 127 $264K
Horst & Graben Wealth Management LLC 0.03% No change 124 $262K
Cambria Investment Management, L.P. 0.01% Add +4.1% 126 $262K
Marathon Capital Management 0.05% Reduce -16.7% 125 $260K
Central Pacific Bank - Trust Division 0.03% No change 125 $260K
J. Safra Sarasin Holding AG 0.00% Reduce -67.6% 138 $260K
Composition Wealth, LLC 0.00% New 123 $256K
Praxis Investment Management Inc. 0.01% Reduce -46.8% 123 $256K
Moody National Bank Trust Division 0.02% No change 123 $256K
Kenora Financial, LLC 0.08% No change 122 $254K
PFG Investments, LLC 0.01% Add +8.0% 121 $252K
Mason & Associates Inc 0.04% No change 121 $252K
Tower Research Capital LLC (TRC) 0.01% Reduce -2.4% 120 $250K
Nilsine Partners, LLC 0.02% Reduce -0.8% 116 $241K
M. Kulyk & Associates, LLC 0.04% No change 114 $237K
Transcend Capital Advisors, LLC 0.02% New 113 $235K
QRG Capital Management, Inc. 0.00% New 113 $235K
Van Eck Associates Corp. 0.00% Add +60.0% 112 $233K
First American Trust, FSB 0.01% Add +2.8% 111 $231K
Moneco Advisors, LLC 0.01% Reduce -2.6% 111 $231K
Prime Capital Investment Advisors, LLC 0.00% No change 110 $229K
Siemens Fonds Invest GmbH 0.01% Reduce -14.1% 110 $229K
WINTON GROUP Ltd 0.01% New 110 $229K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -45.0% 109 $227K
Bank & Trust Co 0.14% No change 108 $225K
Balefire, LLC 0.04% New 107 $223K
Cresset Asset Management, LLC 0.00% Reduce -10.9% 106 $221K
Ballentine Partners, LLC 0.00% New 105 $217K
Symphony Financial Services, Inc. 0.10% New 104 $216K
B. Riley Wealth Advisors, Inc. 0.01% New 103 $215K
Cary Street Partners Financial LLC 0.00% No change 103 $214K
United Capital Financial Advisors, LLC 0.00% Reduce -57.5% 102 $212K
Arkadios Wealth Advisors 0.00% New 100 $208K
Three Magnolias Financial Advisors, LLC 0.12% New 100 $208K
Viewpoint Investment Partners Corp. 0.07% New 100 $208K
Mullooly Asset Management, Inc. 0.06% New 100 $208K
Z3 Capital Partners, LLC 0.04% New 100 $208K
Westover Capital Advisors, LLC 0.03% New 100 $208K
CCM Investment Advisers LLC 0.02% New 100 $208K
Boothbay Fund Management, LLC 0.00% New 100 $208K
Parallel Advisors, LLC 0.00% Add +5.3% 99 $207K
Black Diamond Financial, LLC 0.02% New 99 $206K
Alteri Wealth LLC 0.06% New 98 $204K
Diametric Capital, LP 0.02% New 98 $204K
Pennington Partners & Co., LLC 0.06% New 96 $201K
HBK Sorce Advisory LLC 0.00% New 90 $200K
Axxion S.A. 0.01% — 93 $194K
Blue Trust, Inc. 0.00% Add +117.5% 87 $181K
Ossiam 0.00% Add +1.2% 86 $179K
Allworth Financial LP 0.00% No change 83 $173K
Caldwell Sutter Capital, Inc. 0.06% Add +23.1% 80 $166K
Versant Capital Management, Inc 0.01% Add +79.0% 68 $141K
LRI Investments, LLC 0.01% Reduce -2.9% 67 $140K
Smartleaf Asset Management LLC 0.00% No change 66 $138K
Accent Capital Management, LLC 0.06% Add +28.0% 64 $133K
North Star Investment Management Corp. 0.01% Reduce -1.6% 60 $126K
Community Bank, N.A. 0.01% Add +90.3% 59 $123K
FIL Ltd 0.00% Reduce -10.3% 52 $108K
Quantum Portfolio Management LLC 0.04% New 50 $104K
Golden State Wealth Management, LLC 0.01% Reduce -5.9% 48 $100K
Cape Investment Advisory, Inc. 0.03% New 47 $98K
Harbour Investments, Inc. 0.00% No change 46 $96K
EverSource Wealth Advisors, LLC 0.00% Reduce -31.8% 45 $94K
CoreFirst Bank & Trust 0.04% Add +7.7% 42 $87K
Paladin Partners, LLC 0.05% No change 38 $79K
Cary Street Partners Investment Advisory LLC 0.02% Add +5.6% 38 $79K
NFSG Corp 0.01% Add +5.9% 36 $75K
Covestor Ltd 0.04% Add +233.3% 30 $63K
Ares Financial Consulting, LLC 0.04% No change 30 $62K
Deseret Mutual Benefit Administrators 0.02% No change 26 $54K
Steph & Co. 0.01% Reduce -27.8% 26 $54K
Transamerica Financial Advisors, LLC 0.00% Add +4.2% 25 $52K
Trust Co 0.00% No change 25 $52K
EFG International AG 0.00% Add +25.0% 25 $52K
Duncker Streett & Co. Inc. 0.01% Add +35.3% 23 $48K
Quarry LP 0.01% New 21 $44K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +16.7% 21 $44K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -13.0% 20 $42K
Vision Retirement, LLC 0.01% No change 19 $40K
Parkside Financial Bank & Trust 0.00% Reduce -10.0% 18 $37K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -10.0% 18 $37K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -23.8% 16 $33K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 15 $31K
CVA Family Office, LLC 0.00% Add +36.4% 15 $31K
Harbor Investment Advisory, LLC 0.00% No change 15 $31K
PFS Partners, LLC 0.01% No change 13 $28K
Silver Grove Financial Group, Inc. 0.01% New 13 $27K
Mather Group, Llc. 0.00% No change 13 $27K
PlanVest Financial, Inc 0.02% New 12 $25K
Hilton Head Capital Partners, LLC 0.01% No change 12 $25K
Rothschild Investment LLC 0.00% Add +37.5% 11 $23K
Global Retirement Partners, LLC 0.00% — 11 $23K
Huntington National Bank 0.00% No change 10 $21K
Asset Planning,Inc 0.01% No change 10 $21K
Beacon Financial Strategies CORP 0.01% No change 10 $21K
Keating Financial Advisory Services, Inc. 0.00% Add +42.9% 10 $21K
Private Trust Co. NA 0.00% No change 10 $21K
JFS Wealth Advisors, LLC 0.00% No change 10 $21K
Private Wealth Management Group, LLC 0.00% Reduce -10.0% 9 $19K
Continuum Advisory, LLC 0.00% New 9 $19K
Zions Bancorporation, National Association 0.00% Add +12.5% 9 $19K
CoreCap Advisors, LLC 0.00% No change 9 $19K
MRP Capital Investments, LLC 0.01% No change 8 $17K
First Horizon Corp. 0.00% No change 8 $17K
1015 Capital Partners, LLC 0.01% No change 7 $15K
Caitlin John, LLC 0.01% No change 7 $15K
JPL Wealth Management, LLC 0.00% No change 7 $15K
Larson Financial Group LLC 0.00% No change 7 $15K
Salomon & Ludwin, LLC 0.00% No change 6 $13K
Fiduciary Financial Advisors 0.00% New 6 $12K
Owl Creek Wealth Partners LLC 0.00% No change 6 $12K
Fortitude Family Office, LLC 0.00% Add +20.0% 6 $12K
Bell Investment Advisors, Inc 0.00% No change 6 $12K
SJS Investment Consulting Inc. 0.00% Add +100.0% 6 $12K
Trust Co. of Vermont 0.00% — 6 $12K
IFG Advisory, LLC 0.00% New 6 $12K
Basepoint Wealth LLC 0.01% No change 5 $11K
Cullen/Frost Bankers, Inc. 0.00% No change 5 $10K
Bravera Wealth 0.00% No change 5 $10K
Persistent Asset Partners Ltd 0.00% New 5 $10K
Key Financial Inc 0.00% No change 5 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 5 $10K
Princeton Global Asset Management LLC 0.00% Reduce -87.2% 5 $10K
Geneos Wealth Management Inc. 0.00% No change 5 $10K
Institute for Wealth Management, LLC. 0.00% New 4 $8K
WPG Advisers, LLC 0.00% No change 4 $8K
SHP Wealth Management 0.00% Add +100.0% 4 $8K
Vanguard National Trust Co 0.00% New 4 $8K
Sachetta, LLC 0.00% Add +50.0% 3 $6K
Sittner & Nelson, LLC 0.00% No change 3 $6K
Manchester Capital Management LLC 0.00% No change 3 $6K
Benson Wealth Management INC 0.01% No change 3 $6K
Fairman Group, LLC 0.00% No change 3 $6K
Bruce G. Allen Investments, LLC 0.00% No change 3 $6K
Hara Capital LLC 0.00% Reduce -57.1% 3 $6K
Cromwell Holdings LLC 0.00% Add +50.0% 3 $6K
Pinnacle Bancorp, Inc. 0.00% Reduce -25.0% 3 $6K
Basecamp Wealth Advisors LLC 0.00% Add +0.0% 3 $6K
Park Place Capital Corp 0.00% No change 3 $6K
Hughes Financial Services, LLC 0.00% Add +200.0% 3 $6K
Leonteq Securities AG 0.00% No change 3 $6K
CX Institutional 0.00% No change 3 $6K
Marshall Investment Management, LLC 0.00% New 2 $4K
Elevation Wealth Partners, LLC 0.00% New 2 $4K
Bay Harbor Wealth Management, LLC 0.00% New 2 $4K
Creative Capital Management Investments LLC 0.00% New 2 $4K
Highline Wealth Partners LLC 0.00% No change 2 $4K
Rialto Wealth Management, LLC 0.00% No change 2 $4K
Raffa Wealth Management, LLC 0.00% No change 2 $4K
Hoey Investments, Inc. 0.00% No change 2 $4K
Albion Financial Group 0.00% Reduce -50.0% 2 $4K
Hantz Financial Services, Inc. 0.00% New 2 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $2K
Cornerstone Financial Management LLC 0.00% No change 1 $2K
Sunrise Financial Services, LLC 0.00% No change 1 $2K
LifeSteps Financial, Inc. 0.00% New 1 $2K
Horizon Financial Services, LLC 0.00% New 1 $2K
WealthCollab, LLC 0.00% No change 1 $2K
Elevated Capital Advisors, LLC 0.00% No change 1 $2K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -50.0% 1 $2K
True Wealth Design, LLC 0.00% No change 1 $2K
Abound Wealth Management 0.00% No change 1 $2K
Marquette Asset Management, LLC 0.00% No change 1 $2K
West Paces Advisors Inc. 0.00% New 1 $2K
MV Capital Management, Inc. 0.00% Reduce -66.7% 1 $2K
Bogart Wealth, LLC 0.00% No change 1 $2K
Bokf, NA 0.00% New 1 $2K
Country Trust Bank 0.00% No change 1 $2K
Bellevue Asset Management, LLC 0.00% New 1 $2K
Navigoe, LLC 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.