Factset Research SystemsFDS
13F holders, Q2 2024 (June 30)805holders +26
85new positions
60sold out
9famous investors
$408.48avg. 13F price*
At the end of Q2 2024, 805 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, up 26 from Q1 2024. 85 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock Inc. ($1.4B) and Baron Capital (BAMCO) ($1.1B). 9 famous investors held it, including Ron Baron (3.1% of Baron Capital (BAMCO)'s portfolio), Tom Gayner (0.5% of Markel Group's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Factset Research Systems Inc.
- Sector
- Technology
- CUSIP
- 303075105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $114.5M |
| Exits | 60 | $60.5M |
All 13F filers, Q1 2024 → Q2 2024: 2,336,192 shares bought and 1,488,705 shares sold, net +847,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 805 holders
| Vanguard Group Inc. | 0.04% | Add +0.9% | 4,613,344 | $1.9B |
| BlackRock Inc. | 0.03% | Reduce -1.7% | 3,428,838 | $1.4B |
| Baron Capital (BAMCO) | 3.10% | Reduce -3.1% | 2,652,470 | $1.1B |
| State Street Corp. | 0.03% | Add +6.8% | 1,890,073 | $771.7M |
| Morgan Stanley | 0.06% | Add +33.0% | 1,870,908 | $763.8M |
| Loomis Sayles & Co. L P | 0.90% | Add +1.1% | 1,598,842 | $652.8M |
| Wells Fargo & Company | 0.15% | Reduce -1.4% | 1,462,744 | $597.2M |
| Ninety One UK Ltd | 1.37% | Add +0.9% | 1,216,461 | $496.6M |
| Kayne Anderson Rudnick Investment Management LLC | 1.15% | Reduce -0.7% | 1,155,725 | $471.8M |
| Geode Capital Management, LLC | 0.04% | Add +2.5% | 993,548 | $405.4M |
| Bank of America Corp. | 0.02% | Reduce -6.8% | 578,233 | $236.1M |
| Amundi | 0.09% | Reduce -4.0% | 539,816 | $224.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.24% | Add +78.7% | 472,550 | $192.9M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -0.5% | 441,883 | $180.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -22.9% | 440,609 | $179.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.5% | 369,273 | $150.8M |
| Invesco Ltd. | 0.03% | Reduce -20.2% | 366,899 | $149.8M |
| Northern Trust Corp. | 0.03% | Reduce -0.1% | 365,127 | $149.1M |
| Champlain Investment Partners, LLC | 0.91% | Add +0.7% | 363,162 | $148.3M |
| Fiera Capital Corp | 0.37% | Reduce -21.9% | 293,660 | $119.9M |
| Legal & General Group Plc | 0.03% | Reduce -1.5% | 282,314 | $115.3M |
| Macquarie Group Ltd. | 0.13% | Add +1.3% | 274,429 | $112.0M |
| PineStone Asset Management Inc. | 1.18% | Add +53.3% | 272,973 | $111.4M |
| Boston Trust Walden Corp | 0.82% | Reduce -0.9% | 271,035 | $110.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +26.5% | 268,470 | $109.6M |
| Nordea Investment Management AB | 0.13% | Add +34.7% | 262,351 | $107.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.2% | 255,443 | $104.3M |
| Tandem Investment Advisors, Inc. | 4.06% | Add +1.4% | 250,028 | $102.1M |
| Congress Asset Management Co. | 0.73% | Reduce -2.7% | 249,670 | $101.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +21.5% | 235,387 | $96.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +21.0% | 220,864 | $90.2M |
| American Capital Management Inc. | 2.55% | Reduce -0.6% | 186,523 | $76.2M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -11.0% | 181,937 | $74.3M |
| California Public Employees Retirement System | 0.05% | Reduce -10.6% | 181,247 | $74.0M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -17.2% | 177,847 | $72.6M |
| Deutsche Bank AG | 0.03% | Add +18.0% | 150,212 | $61.3M |
| Everett Harris & Co. | 0.78% | Add +0.2% | 148,655 | $60.7M |
| Citadel Advisors | 0.06% | Add +1601.2% | 148,425 | $60.6M |
| Royal Bank of Canada | 0.01% | Add +36.0% | 147,884 | $60.4M |
| Voloridge Investment Management, LLC | 0.21% | Add +136.5% | 139,770 | $57.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.4% | 126,584 | $51.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -22.6% | 125,593 | $51.3M |
| Royal London Asset Management Ltd. | 0.13% | Reduce -14.2% | 123,981 | $50.6M |
| Natixis Advisors, LLC | 0.11% | Reduce -1.6% | 119,696 | $48.9M |
| Millennium Management | 0.04% | Add +2873.9% | 119,582 | $48.8M |
| Qube Research & Technologies Ltd | 0.09% | Add +148.9% | 118,575 | $48.4M |
| Markel Group | 0.47% | No change | 116,720 | $47.7M |
| Raymond James & Associates | 0.03% | Reduce -1.8% | 111,175 | $45.4M |
| Ninety One North America, Inc. | 2.24% | Reduce -11.4% | 108,586 | $44.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.7% | 101,322 | $41.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -3.2% | 100,573 | $41.0M |
| HSBC Holdings PLC | 0.02% | Add +7.0% | 89,167 | $36.4M |
| Copeland Capital Management, LLC | 0.66% | Add +0.7% | 85,724 | $35.0M |
| Rhumbline Advisers | 0.03% | Reduce -3.2% | 84,044 | $34.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -9.9% | 83,812 | $34.2M |
| Aviva PLC | 0.09% | Add +37.9% | 81,761 | $33.4M |
| Barclays PLC | 0.02% | Reduce -37.1% | 81,349 | $33.2M |
| UBS Group AG | 0.01% | Reduce -35.2% | 78,940 | $32.2M |
| Aberdeen Group plc | 0.06% | Add +3.1% | 75,641 | $30.9M |
| Dundas Partners LLP | 2.36% | Add +0.9% | 74,556 | $30.4M |
| Sei Investments Co. | 0.04% | Reduce -6.3% | 73,105 | $29.8M |
| Earnest Partners LLC | 0.13% | Reduce -7.5% | 68,733 | $28.1M |
| LPL Financial LLC | 0.01% | Add +1.6% | 68,170 | $27.8M |
| FMR LLC | 0.00% | Reduce -9.9% | 67,941 | $27.7M |
| National Pension Service | 0.03% | Add +9.7% | 64,511 | $26.3M |
| California State Teachers Retirement System | 0.03% | Add +2.1% | 58,895 | $24.0M |
| Alliancebernstein L.P. | 0.01% | Add +4.1% | 55,355 | $22.6M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.19% | Add +3.1% | 45,949 | $20.3M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -15.2% | 49,213 | $20.1M |
| New York State Common Retirement Fund | 0.03% | Add +0.7% | 48,173 | $19.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.0% | 47,348 | $19.3M |
| Squarepoint Ops LLC | 0.07% | Add +3221.9% | 45,676 | $18.6M |
| Bank of Montreal | 0.01% | Add +2.9% | 43,667 | $18.6M |
| Saybrook Capital | 5.17% | Reduce -2.2% | 44,680 | $18.2M |
| Stifel Financial Corp. | 0.02% | Reduce -0.5% | 43,934 | $18.0M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -1.7% | 43,226 | $17.7M |
| Trexquant Investment LP | 0.26% | New | 42,027 | $17.2M |
| Willis Investment Counsel | 1.19% | No change | 41,900 | $17.1M |
| Heron Bay Capital Management | 3.59% | Add +22.3% | 41,258 | $16.8M |
| BNP Paribas Financial Markets | 0.02% | Reduce -20.8% | 40,706 | $16.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -2.4% | 40,691 | $16.6M |
| New York State Teachers Retirement System | 0.03% | Reduce -3.7% | 39,903 | $16.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -14.6% | 39,620 | $16.2M |
| Norges Bank | 0.00% | Reduce -66.3% | 37,025 | $15.1M |
| Victory Capital Management Inc. | 0.02% | Reduce -6.1% | 36,640 | $15.0M |
| Jane Street Group, LLC | 0.02% | Add +386.7% | 36,436 | $14.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -1.3% | 36,332 | $14.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +28.5% | 35,938 | $14.7M |
| Man Group plc | 0.04% | Add +118.9% | 35,528 | $14.5M |
| Two Sigma Investments, LP | 0.04% | Add +337.5% | 35,438 | $14.5M |
| State of Michigan Retirement System | 0.07% | Reduce -0.3% | 33,735 | $13.8M |
| HRT Financial LP | 0.08% | New | 33,171 | $13.5M |
| Bath Savings Trust Co | 1.38% | Add +1.4% | 31,717 | $12.9M |
| Citigroup Inc. | 0.01% | Reduce -17.6% | 31,458 | $12.8M |
| Wendell David Associates Inc. | 1.31% | Reduce -0.7% | 31,447 | $12.8M |
| Marks Group Wealth Management, Inc | 1.31% | Add +8.9% | 30,542 | $12.5M |
| Two Sigma Advisers, LP | 0.03% | Add +11.8% | 30,300 | $12.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -4.2% | 30,194 | $12.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.5% | 30,125 | $12.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.3% | 29,878 | $12.2M |
| Kennedy Capital Management LLC | 0.25% | Add +5.3% | 28,266 | $11.5M |
| CW Advisors, LLC | 0.18% | Add +1.3% | 27,974 | $11.4M |
| Truist Financial Corp. | 0.02% | Reduce -5.8% | 27,211 | $11.1M |
| Running Oak Capital LLC | 1.70% | Add +19.2% | 26,885 | $11.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.3% | 26,878 | $11.0M |
| Canoe Financial LP | 0.20% | No change | 23,944 | $10.9M |
| National Bank of Canada | 0.02% | Add +15.6% | 26,414 | $10.8M |
| State of Wisconsin Investment Board | 0.03% | Reduce -9.9% | 24,400 | $10.0M |
| Sanctuary Advisors, LLC | 0.07% | — | 23,092 | $9.7M |
| Moran Wealth Management, LLC | 0.32% | Add +1.1% | 23,549 | $9.6M |
| Prudential Financial Inc. | 0.01% | Reduce -12.3% | 22,956 | $9.4M |
| Ensign Peak Advisors, Inc | 0.02% | Add +0.6% | 22,727 | $9.3M |
| Hantz Financial Services, Inc. | 0.18% | Reduce -3.8% | 22,642 | $9.2M |
| TD Asset Management Inc | 0.01% | Add +5.5% | 22,538 | $9.2M |
| Fisher Asset Management | 0.00% | Add +3.2% | 22,409 | $9.1M |
| Townsquare Capital LLC | 0.12% | Add +1.2% | 22,010 | $9.0M |
| Korea Investment CORP | 0.02% | Add +23.9% | 21,726 | $8.9M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -1.2% | 21,281 | $8.7M |
| Susquehanna Fundamental Investments, LLC | 0.20% | Add +159.7% | 21,040 | $8.6M |
| Schroder Investment Management Group | 0.01% | Reduce -58.2% | 20,976 | $8.6M |
| Voya Investment Management LLC | 0.01% | Reduce -22.7% | 20,930 | $8.5M |
| Treasurer of the State of North Carolina | 0.04% | Add +14.5% | 20,799 | $8.5M |
| JGP Wealth Management, LLC | 1.18% | Add +2.0% | 20,334 | $8.3M |
| Dock Street Asset Management Inc. | 1.14% | Reduce -49.3% | 20,026 | $8.2M |
| State of Alaska, Department of Revenue | 0.09% | Add +9.2% | 19,778 | $8.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +0.6% | 19,755 | $8.1M |
| L. Roy Papp & Associates, LLP | 0.95% | Reduce -1.6% | 19,275 | $7.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +10.3% | 19,181 | $7.8M |
| Toronto Dominion Bank | 0.01% | Reduce -13.9% | 19,023 | $7.8M |
| Mattern Capital Management, LLC | 1.06% | Add +1.9% | 18,713 | $7.6M |
| Worldquant Millennium Advisors LLC | 0.07% | Add +178.9% | 18,479 | $7.5M |
| AXA S.A. | 0.02% | Add +146.2% | 18,361 | $7.5M |
| Whittier Trust Co. | 0.10% | Add +5.2% | 18,038 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.3% | 17,929 | $7.3M |
| Jump Financial, LLC | 0.15% | New | 17,783 | $7.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -40.0% | 17,476 | $7.3M |
| Osaic Holdings, Inc. | 0.02% | Add +12.2% | 17,412 | $7.1M |
| Atria Investments, Inc | 0.09% | Add +6.4% | 17,229 | $7.0M |
| Mediolanum International Funds Ltd | 0.11% | Add +81.9% | 18,066 | $7.0M |
| Bell Asset Management Ltd | 0.96% | Add +17.9% | 16,754 | $6.8M |
| Core Alternative Capital | 1.34% | Reduce -15.1% | 16,417 | $6.7M |
| Danske Bank A/S | 0.02% | Reduce -6.8% | 16,359 | $6.7M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -0.6% | 16,338 | $6.7M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -8.2% | 15,371 | $6.3M |
| Illinois Municipal Retirement Fund | 0.09% | Reduce -4.4% | 15,200 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +53.8% | 15,138 | $6.2M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Reduce -2.6% | 15,000 | $6.1M |
| AQR Capital Management | 0.01% | Add +68.8% | 14,994 | $6.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +12.6% | 14,938 | $6.1M |
| Pearl River Capital, LLC | 0.96% | New | 14,774 | $6.0M |
| Andra AP-fonden | 0.10% | Add +110.1% | 14,500 | $5.9M |
| Mariner, LLC | 0.01% | Add +0.9% | 14,448 | $5.9M |
| Comerica Bank | 0.02% | Reduce -5.9% | 14,199 | $5.8M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -2.3% | 14,094 | $5.8M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -32.4% | 14,079 | $5.7M |
| Cinctive Capital Management LP | 0.31% | New | 13,926 | $5.7M |
| D. E. Shaw & Co. | 0.01% | Add +154.5% | 13,637 | $5.6M |
| ExodusPoint Capital Management, LP | 0.06% | New | 13,570 | $5.5M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +37.1% | 13,304 | $5.5M |
| Rafferty Asset Management, LLC | 0.02% | No change | 13,405 | $5.5M |
| US Bancorp \de | 0.01% | Reduce -6.0% | 13,110 | $5.4M |
| AdvisorShares Investments LLC | 0.89% | Add +7.4% | 12,393 | $5.1M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -0.4% | 12,478 | $5.1M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -6.6% | 12,258 | $5.0M |
| Hendershot Investments Inc. | 0.72% | Reduce -0.6% | 12,256 | $5.0M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Add +23.5% | 12,104 | $4.9M |
| Erste Asset Management GmbH | 0.07% | Add +8.2% | 12,005 | $4.9M |
| Commerce Bank | 0.03% | Add +8.4% | 11,903 | $4.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 11,861 | $4.8M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -23.0% | 11,688 | $4.8M |
| Franklin Resources Inc. | 0.00% | Reduce -8.7% | 11,645 | $4.8M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -41.7% | 11,600 | $4.7M |
| Xponance LLC | 0.05% | Add +7.3% | 11,159 | $4.6M |
| Kornitzer Capital Management Inc. | 0.09% | No change | 11,144 | $4.5M |
| Regions Financial Corp. | 0.03% | Reduce -0.2% | 11,082 | $4.5M |
| Capital Insight Partners, LLC | 0.84% | Reduce -1.9% | 10,857 | $4.4M |
| MetLife Investment Management, LLC | 0.03% | Add +2.7% | 10,790 | $4.4M |
| JLB & Associates Inc. | 0.59% | Add +0.9% | 10,776 | $4.4M |
| Jensen Investment Management Inc. | 0.04% | No change | 10,750 | $4.4M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +7.8% | 10,572 | $4.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +64.3% | 10,502 | $4.3M |
| Arizona State Retirement System | 0.03% | Reduce -0.1% | 10,471 | $4.3M |
| American Century Companies Inc. | 0.00% | Add +8.5% | 10,188 | $4.2M |
| Spire Wealth Management | 0.15% | Reduce -11.7% | 10,186 | $4.2M |
| Corebridge Financial, Inc. | 0.02% | — | 10,052 | $4.1M |
| La Financiere DE L'echiquier | 0.18% | Reduce -41.7% | 10,049 | $4.1M |
| Dynamic Technology Lab Private Ltd | 0.46% | New | 9,981 | $4.1M |
| Forsta Ap-Fonden | 0.04% | Reduce -49.7% | 9,800 | $4.0M |
| Achmea Investment Management B.V. | 0.07% | Add +12.4% | 9,488 | $3.9M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | Add +4.0% | 9,425 | $3.8M |
| Intech Investment Management LLC | 0.05% | Reduce -18.2% | 9,387 | $3.8M |
| Stephens Inc. | 0.06% | Reduce -2.0% | 9,224 | $3.8M |
| KBC Group NV | 0.01% | Reduce -72.0% | 9,187 | $3.8M |
| M&T Bank Corp | 0.01% | Reduce -5.7% | 9,171 | $3.7M |
| Prudential PLC | 0.03% | Reduce -9.5% | 9,158 | $3.7M |
| SG Americas Securities, LLC | 0.02% | Add +49.5% | 8,857 | $3.6M |
| Brown Advisory Inc. | 0.00% | Add +3.7% | 8,815 | $3.6M |
| Handelsbanken Fonder AB | 0.02% | Add +14.4% | 8,751 | $3.6M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -4.6% | 8,721 | $3.6M |
| Thematics Asset Management | 0.14% | Reduce -35.8% | 8,609 | $3.5M |
| Great Lakes Advisors, LLC | 0.03% | Add +0.8% | 8,548 | $3.5M |
| Institutional & Family Asset Management, LLC | 0.53% | Reduce -3.3% | 8,538 | $3.5M |
| APG Asset Management N.V. | 0.01% | Add +458.7% | 9,135 | $3.5M |
| Retirement Systems of Alabama | 0.01% | No change | 8,407 | $3.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +0.1% | 8,372 | $3.4M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -0.3% | 8,361 | $3.4M |
| Eukles Asset Management | 1.47% | Reduce -0.5% | 8,317 | $3.4M |
| Avanda Investment Management Pte. Ltd. | 0.51% | Reduce -31.4% | 8,265 | $3.4M |
| Pathstone Holdings, LLC | 0.02% | Add +7.0% | 8,264 | $3.4M |
| Somerset Trust Co | 1.38% | Add +0.7% | 8,214 | $3.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +252.9% | 8,103 | $3.3M |
| Linden Thomas Advisory Services, LLC | 0.50% | Add +7.3% | 7,982 | $3.3M |
| First Hawaiian Bank | 0.11% | Add +1.8% | 7,954 | $3.2M |
| Amalgamated Bank | 0.03% | Reduce -4.1% | 7,926 | $3.2M |
| Coastal Bridge Advisors, LLC | 0.80% | Reduce -1.4% | 7,915 | $3.2M |
| Banco Santander, S.A. | 0.04% | Reduce -6.5% | 7,900 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.3% | 7,794 | $3.2M |
| ProShare Advisors LLC | 0.01% | Add +5.1% | 7,745 | $3.2M |
| IFM Investors Pty Ltd | 0.03% | Add +0.5% | 7,629 | $3.1M |
| Neuberger Berman Group LLC | 0.00% | Add +0.4% | 7,500 | $3.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 7,401 | $3.0M |
| Cibc World Markets Corp. | 0.02% | Reduce -24.5% | 7,344 | $3.0M |
| Quantbot Technologies LP | 0.14% | New | 7,319 | $3.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +60.5% | 7,300 | $3.0M |
| Czech National Bank | 0.03% | Add +8.3% | 7,263 | $3.0M |
| Van Eck Associates Corp. | 0.00% | Add +3.3% | 7,204 | $2.9M |
| Birch Capital Management, LLC | 1.50% | Add +4.2% | 7,087 | $2.9M |
| Prospera Financial Services Inc | 0.08% | Add +4.9% | 7,032 | $2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +1426.5% | 7,022 | $2.9M |
| Mackenzie Financial Corp. | 0.00% | Add +24.9% | 6,865 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.5% | 6,734 | $2.8M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.03% | — | 6,739 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -10.5% | 6,735 | $2.7M |
| Public Sector Pension Investment Board | 0.02% | Add +8.7% | 6,498 | $2.7M |
| Procyon Advisors, LLC | 0.20% | Reduce -0.2% | 6,472 | $2.6M |
| XTX Topco Ltd | 0.23% | New | 6,458 | $2.6M |
| Susquehanna Portfolio Strategies, LLC | 0.11% | Reduce -50.9% | 6,311 | $2.6M |
| Kensington Investment Counsel, LLC | 1.13% | Add +0.8% | 6,276 | $2.6M |
| Florida Trust Wealth Management Co | 0.09% | Reduce -4.0% | 6,273 | $2.6M |
| Utah Retirement Systems | 0.03% | Reduce -5.6% | 6,254 | $2.6M |
| &partners | 0.11% | New | 6,186 | $2.5M |
| FORA Capital, LLC | 0.30% | New | 6,060 | $2.5M |
| Stiles Financial Services Inc | 0.95% | Reduce -3.0% | 6,037 | $2.5M |
| Bright Rock Capital Management, LLC | 0.52% | No change | 6,000 | $2.4M |
| Tredje AP-fonden | 0.02% | Reduce -1.6% | 5,988 | $2.4M |
| DNB Asset Management AS | 0.01% | Add +1.3% | 5,934 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +25.6% | 5,823 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +7.2% | 5,791 | $2.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.10% | Add +4.2% | 5,753 | $2.3M |
| Teza Capital Management LLC | 0.28% | New | 5,692 | $2.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +3.1% | 5,680 | $2.3M |
| NewEdge Wealth, LLC | 0.05% | Reduce -0.3% | 5,525 | $2.3M |
| Coldstream Capital Management Inc. | 0.05% | Add +2.7% | 5,518 | $2.3M |
| PGGM Investments | 0.03% | Reduce -2.3% | 5,469 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.2% | 5,424 | $2.2M |
| Kesler, Norman & Wride, LLC | 0.47% | Reduce -6.7% | 5,413 | $2.2M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +12.0% | 5,344 | $2.2M |
| Tsai Capital Corp | 2.12% | Add +0.7% | 5,282 | $2.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Reduce -2.4% | 5,191 | $2.2M |
| NewEdge Advisors, LLC | 0.02% | Add +20.8% | 5,266 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Add +1.2% | 5,252 | $2.1M |
| New York Life Investment Management LLC | 0.02% | Add +0.6% | 5,228 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -0.5% | 5,224 | $2.1M |
| CIBC Asset Management Inc | 0.01% | Reduce -5.0% | 5,151 | $2.1M |
| Credit Agricole S A | 0.01% | Add +109.2% | 5,139 | $2.1M |
| Azzad Asset Management Inc. | 0.24% | Reduce -18.3% | 5,056 | $2.1M |
| Candriam S.C.A. | 0.01% | Add +17.1% | 5,040 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 5,001 | $2.0M |
| First Personal Financial Services | 0.46% | No change | 4,986 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -20.6% | 4,911 | $2.0M |
| Natixis | 0.01% | New | 4,814 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.8% | 4,806 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +4.0% | 4,747 | $1.9M |
| Centiva Capital, LP | 0.09% | New | 4,731 | $1.9M |
| Ofi Invest Asset Management | 0.05% | New | 5,000 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +4.5% | 4,664 | $1.9M |
| Sepio Capital, LP | 0.17% | Reduce -0.8% | 4,575 | $1.9M |
| Waverly Advisors, LLC | 0.04% | New | 4,562 | $1.9M |
| ICW Investment Advisors LLC | 0.81% | Reduce -1.1% | 4,397 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +11.5% | 4,306 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.2% | 4,234 | $1.7M |
| Pinebridge Investments, L.P. | 0.01% | New | 4,217 | $1.7M |
| Cordatus Wealth Management LLC | 0.64% | New | 4,169 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Add +70.6% | 4,080 | $1.7M |
| Mirabella Financial Services LLP | 0.14% | New | 4,046 | $1.7M |
| Crestline Management, L.P. | 0.13% | Reduce -17.7% | 4,005 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -9.0% | 4,000 | $1.6M |
| LWM Advisory Services, LLC | 1.37% | No change | 4,000 | $1.6M |
| Abner Herrman & Brock LLC | 0.21% | No change | 4,000 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.16% | Reduce -24.6% | 3,990 | $1.6M |
| Aurora Investment Managers, LLC. | 1.17% | Reduce -2.4% | 3,985 | $1.6M |
| Bank of Nova Scotia | 0.00% | Reduce -16.8% | 3,981 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -1.6% | 3,911 | $1.6M |
| Strong Tower Advisory Services | 0.52% | Add +18.4% | 3,887 | $1.6M |
| Naples Global Advisors, LLC | 0.16% | Add +26.5% | 3,870 | $1.6M |
| Creative Planning | 0.00% | Reduce -13.6% | 3,859 | $1.6M |
| Ossiam | 0.03% | Add +21.2% | 3,848 | $1.6M |
| Central Pacific Bank - Trust Division | 0.19% | Add +1.6% | 3,809 | $1.6M |
| Ostrum Asset Management | 0.13% | Reduce -7.3% | 3,775 | $1.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +1.7% | 3,751 | $1.5M |
| Bayesian Capital Management, LP | 0.17% | New | 3,727 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -1.5% | 3,661 | $1.5M |
| Storebrand Asset Management As | 0.01% | Reduce -33.2% | 3,658 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +6.5% | 3,644 | $1.5M |
| Eads & Heald Wealth Management | 0.71% | Reduce -4.1% | 3,613 | $1.5M |
| Logan Capital Management Inc. | 0.06% | Reduce -6.1% | 3,592 | $1.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -42.9% | 3,554 | $1.5M |
| Taylor Frigon Capital Management LLC | 0.68% | Reduce -0.7% | 3,511 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -9.9% | 3,494 | $1.4M |
| Stevens Capital Management LP | 0.48% | New | 3,446 | $1.4M |
| Wolf Group Capital Advisors | 0.54% | Reduce -6.1% | 3,381 | $1.4M |
| Gotham Asset Management | 0.02% | Add +395.5% | 3,285 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 3,258 | $1.3M |
| PFG Advisors | 0.09% | Reduce -2.2% | 3,253 | $1.3M |
| Portside Wealth Group, LLC | 0.25% | Reduce -2.4% | 3,210 | $1.3M |
| Mission Wealth Management, LP | 0.04% | Reduce -6.6% | 3,157 | $1.3M |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 3,157 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +160.8% | 3,112 | $1.3M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -13.3% | 3,038 | $1.2M |
| SRN Advisors, LLC | 1.03% | No change | 3,024 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.3% | 3,019 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 3,001 | $1.2M |
| Aristides Capital LLC | 0.51% | New | 3,000 | $1.2M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | Add +3.6% | 2,998 | $1.2M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -28.1% | 2,971 | $1.2M |
| Scientech Research LLC | 0.25% | New | 2,965 | $1.2M |
| LBP Am SA | 0.05% | Add +15.4% | 2,960 | $1.2M |
| Metis Global Partners, LLC | 0.04% | Add +1.1% | 2,956 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.10% | New | 2,948 | $1.2M |
| Mizuho Securities USA LLC | 0.03% | New | 2,943 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | No change | 2,943 | $1.2M |
| Spinnaker Trust | 0.08% | No change | 2,922 | $1.2M |
| Kentucky Retirement Systems | 0.03% | Reduce -0.7% | 2,872 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -48.5% | 2,808 | $1.1M |
| MBB Public Markets I LLC | 0.02% | New | 2,800 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.6% | 2,797 | $1.1M |
| Venturi Wealth Management, LLC | 0.07% | Reduce -6.9% | 2,767 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 2,755 | $1.1M |
| Palumbo Wealth Management LLC | 0.47% | Add +24.2% | 2,744 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -64.2% | 2,742 | $1.1M |
| Panagora Asset Management Inc. | 0.01% | Reduce -7.8% | 2,737 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.6% | 2,718 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -0.9% | 2,681 | $1.1M |
| Profit Investment Management, LLC | 0.68% | Add +32.6% | 2,665 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | — | 2,643 | $1.1M |
| Formidable Asset Management, LLC | 0.17% | Reduce -9.6% | 2,634 | $1.1M |
| Wolverine Trading, LLC | 0.02% | Add +53.3% | 2,631 | $1.1M |
| SteelPeak Wealth, LLC | 0.05% | Add +134.1% | 2,629 | $1.1M |
| Ethic Inc. | 0.03% | Reduce -15.1% | 2,620 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.7% | 2,613 | $1.1M |
| Knollwood Investment Advisory, LLC | 0.12% | New | 2,550 | $1.0M |
| Marshall Financial Group, LLC | 0.29% | Add +3.5% | 2,548 | $1.0M |
| D.B. Root & Company, LLC | 0.35% | Add +7.3% | 2,534 | $1.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.32% | New | 2,504 | $1.0M |
| Burney Co./ | 0.04% | Reduce -0.8% | 2,459 | $1.0M |
| Hartford Investment Management Co. | 0.03% | Reduce -0.4% | 2,446 | $999K |
| Harbor Capital Advisors, Inc. | 0.08% | Add +99.1% | 2,417 | $987K |
| Cornercap Investment Counsel Inc. | 0.16% | New | 2,406 | $982K |
| Connable Office Inc. | 0.10% | No change | 2,390 | $976K |
| Legacy Advisors, LLC | 0.12% | Add +5.4% | 2,377 | $970K |
| Guardian Capital LP | 0.04% | Add +58.5% | 2,363 | $965K |
| Axxcess Wealth Management, LLC | 0.03% | Add +18.0% | 2,338 | $955K |
| Integrated Investment Consultants, LLC | 0.26% | No change | 2,093 | $951K |
| Tidal Investments LLC | 0.01% | Reduce -0.8% | 2,326 | $950K |
| Entropy Technologies, LP | 0.10% | New | 2,309 | $943K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.9% | 2,275 | $929K |
| Capstone Investment Advisors, LLC | 0.04% | Add +222.8% | 2,227 | $909K |
| Henshaw Capital LLC | 0.04% | Add +0.2% | 2,225 | $909K |
| Trail Ridge Investment Advisors, LLC | 0.46% | No change | 2,200 | $898K |
| Argent Capital Management LLC | 0.03% | No change | 2,200 | $898K |
| Louisiana State Employees Retirement System | 0.02% | No change | 2,200 | $898K |
| Blair William & Co. | 0.00% | Reduce -2.5% | 2,190 | $894K |
| Securian Asset Management, Inc. | 0.03% | No change | 2,188 | $893K |
| McDonald Partners LLC | 0.24% | Add +2.3% | 2,187 | $893K |
| Arkadios Wealth Advisors | 0.06% | Add +2.4% | 2,173 | $887K |
| Fiduciary Trust Co | 0.01% | Reduce -11.9% | 2,173 | $887K |
| GTS Securities LLC | 0.02% | Add +204.4% | 2,164 | $883K |
| Kintegral Advisory, LLC | 0.08% | Reduce -70.0% | 2,142 | $875K |
| Axq Capital, LP | 0.20% | New | 2,139 | $873K |
| Ieq Capital, LLC | 0.01% | Add +56.3% | 2,130 | $870K |
| First Financial Bank - Trust Division | 0.09% | Reduce -4.5% | 2,115 | $863K |
| Keybank National Association | 0.00% | Reduce -0.1% | 2,108 | $861K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.2% | 2,058 | $840K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 2,054 | $838K |
| Virtu Financial LLC | 0.06% | New | 2,032 | $829K |
| Glenmede Trust Co. NA | 0.00% | Add +9.5% | 2,021 | $825K |
| BKM Wealth Management, LLC | 0.39% | Reduce -29.4% | 2,010 | $821K |
| Norden Group LLC | 0.17% | Reduce -25.2% | 2,000 | $817K |
| Manchester Capital Management LLC | 0.10% | Add +0.1% | 1,993 | $814K |
| Diversified Trust Co. | 0.02% | Add +3.1% | 1,972 | $805K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +12.6% | 1,972 | $805K |
| iSAM Funds (UK) Ltd | 0.60% | New | 1,962 | $801K |
| Cerity Partners LLC | 0.00% | Reduce -49.7% | 1,941 | $792K |
| Palisade Asset Management, LLC | 0.08% | Add +52.2% | 1,925 | $786K |
| Valmark Advisers, Inc. | 0.01% | No change | 1,916 | $782K |
| New Mexico Educational Retirement Board | 0.03% | No change | 1,900 | $776K |
| Caption Management, LLC | 0.08% | New | 1,900 | $776K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -91.3% | 1,889 | $771K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -25.8% | 1,876 | $766K |
| Swiss Life Asset Management Ltd | 0.01% | Add +111.0% | 1,844 | $753K |
| Dakota Wealth Management | 0.02% | Add +11.2% | 1,838 | $750K |
| Mitchell & Pahl Private Wealth, LLC | 0.39% | Add +5.0% | 1,824 | $745K |
| Institute for Wealth Management, LLC. | 0.10% | Add +14.8% | 1,820 | $743K |
| First Trust Advisors LP | 0.00% | Reduce -90.4% | 1,813 | $740K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -14.1% | 1,801 | $735K |
| Wealthfront Advisers LLC | 0.00% | Reduce -17.1% | 1,781 | $727K |
| Occudo Quantitative Strategies LP | 0.13% | New | 1,780 | $727K |
| Chicago Capital, LLC | 0.02% | Reduce -24.4% | 1,771 | $723K |
| Klein Pavlis & Peasley Financial, Inc. | 0.64% | Add +15.9% | 1,770 | $723K |
| Private Advisor Group, LLC | 0.00% | Add +8.1% | 1,769 | $722K |
| Cwm, LLC | 0.00% | Reduce -5.0% | 1,762 | $719K |
| Paloma Partners Management Co | 0.08% | New | 1,757 | $717K |
| Cerro Pacific Wealth Advisors LLC | 0.27% | — | 1,734 | $708K |
| SkyView Investment Advisors, LLC | 0.13% | Add +13.0% | 1,724 | $704K |
| Wedbush Securities Inc. | 0.03% | Add +0.1% | 1,709 | $698K |
| Quantinno Capital Management LP | 0.01% | Add +15.2% | 1,701 | $695K |
| Brevan Howard Capital Management LP | 0.05% | Add +149.7% | 1,693 | $691K |
| Northwest Investment Counselors, LLC | 0.17% | No change | 1,692 | $691K |
| Versor Investments LP | 0.13% | New | 1,681 | $686K |
| Lido Advisors, LLC | 0.01% | Add +246.5% | 1,677 | $685K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -4.5% | 1,657 | $677K |
| Ninety One SA (Pty) Ltd | 0.10% | No change | 1,653 | $675K |
| Rakuten Investment Management, Inc. | 0.00% | Add +58.3% | 1,623 | $674K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.7% | 1,638 | $669K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -46.2% | 1,637 | $668K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -56.3% | 1,637 | $668K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.2% | 1,622 | $662K |
| Capital Investment Services of America, Inc. | 0.06% | Reduce -5.9% | 1,593 | $650K |
| Bridgefront Capital, LLC | 0.26% | New | 1,556 | $635K |
| Alliance Wealth Advisors, LLC | 0.19% | Reduce -0.1% | 1,554 | $634K |
| J. W. Coons Advisors, LLC | 0.12% | Add +6.2% | 1,535 | $627K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.4% | 1,523 | $622K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 1,520 | $621K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.2% | 1,512 | $617K |
| Anchor Capital Advisors LLC | 0.02% | No change | 1,500 | $612K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.6% | 1,499 | $612K |
| Conestoga Capital Advisors, LLC | 0.01% | Reduce -0.9% | 1,474 | $602K |
| FourThought Financial Partners, LLC | 0.08% | Add +3.8% | 1,463 | $597K |
| Texas Yale Capital Corp. | 0.03% | Add +8.2% | 1,455 | $594K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 1,454 | $594K |
| Mattern Wealth Management LLC | 0.14% | Reduce -70.8% | 1,441 | $588K |
| Qsemble Capital Management, LP | 0.11% | New | 1,406 | $574K |
| Avior Wealth Management, LLC | 0.02% | Reduce -3.2% | 1,372 | $561K |
| Aquatic Capital Management LLC | 0.02% | New | 1,360 | $555K |
| Dumont & Blake Investment Advisors LLC | 0.08% | Add +96.4% | 1,357 | $554K |
| Laurion Capital Management LP | 0.02% | Reduce -88.0% | 1,356 | $554K |
| Nilsine Partners, LLC | 0.07% | Reduce -0.4% | 1,339 | $547K |
| Norinchukin Bank, The | 0.02% | Add +5.7% | 1,338 | $546K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +323.1% | 1,337 | $546K |
| Argent Trust Co | 0.02% | Add +2.1% | 1,312 | $536K |
| West Coast Financial LLC | 0.06% | Reduce -92.1% | 1,297 | $530K |
| Dividend Assets Capital, LLC | 0.11% | No change | 1,291 | $527K |
| MAI Capital Management | 0.01% | Reduce -0.8% | 1,281 | $523K |
| Summit Financial, LLC | 0.02% | Add +16.6% | 1,279 | $522K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.9% | 1,234 | $516K |
| GYL Financial Synergies, LLC | 0.04% | Reduce -1.0% | 1,254 | $512K |
| Baker Tilly Wealth Management, LLC | 0.21% | Reduce -62.2% | 1,252 | $511K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -2.2% | 1,229 | $502K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.5% | 1,214 | $496K |
| Petrus Trust Company, LTA | 0.05% | Add +115.2% | 1,207 | $493K |
| Quantum Private Wealth, LLC | 0.17% | Reduce -3.5% | 1,202 | $491K |
| CTC Alternative Strategies, Ltd. | 0.21% | New | 1,201 | $490K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -0.7% | 1,198 | $489K |
| Vontobel Holding Ltd. | 0.00% | Reduce -4.5% | 1,198 | $489K |
| Wesbanco Bank Inc. | 0.02% | Add +0.6% | 1,182 | $483K |
| Applied Finance Capital Management, LLC | 0.02% | New | 1,179 | $481K |
| D.A. Davidson & Co. | 0.00% | No change | 1,174 | $479K |
| Fifth Third Bancorp | 0.00% | Add +5.5% | 1,169 | $477K |
| AMG National Trust Bank | 0.01% | Add +100.0% | 1,150 | $470K |
| HM Payson & Co. | 0.01% | Add +1.8% | 1,138 | $465K |
| Certuity, LLC | 0.04% | Reduce -9.9% | 1,137 | $464K |
| Siemens Fonds Invest GmbH | 0.03% | No change | 1,115 | $455K |
| HighPoint Advisor Group LLC | 0.03% | Add +7.7% | 1,083 | $451K |
| Lindenwold Advisors, INC | 0.24% | Reduce -2.0% | 1,100 | $449K |
| Gabelli Funds LLC | 0.00% | Add +57.1% | 1,100 | $449K |
| Provident Investment Management, Inc. | 0.04% | No change | 1,095 | $447K |
| LMCG Investments, LLC | 0.03% | No change | 1,093 | $446K |
| Sage Private Wealth Group, LLC | 0.37% | Add +36.1% | 1,086 | $444K |
| Avantax Advisory Services, Inc. | 0.00% | Add +65.5% | 1,084 | $443K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -22.9% | 1,081 | $441K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +12.1% | 1,081 | $441K |
| QRG Capital Management, Inc. | 0.01% | Add +6.0% | 1,058 | $432K |
| V-Square Quantitative Management LLC | 0.07% | Add +9.8% | 1,058 | $432K |
| Cibc World Market Inc. | 0.00% | Reduce -11.9% | 1,033 | $422K |
| Capula Management Ltd | 0.00% | New | 1,020 | $416K |
| Hurlow Wealth Management Group, Inc. | 0.14% | Reduce -2.3% | 1,019 | $416K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,012 | $413K |
| KFG Wealth Management, LLC | 0.16% | Add +6.5% | 1,008 | $412K |
| Composition Wealth, LLC | 0.01% | No change | 1,000 | $408K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 999 | $408K |
| Meeder Advisory Services, Inc. | 0.03% | Add +17.9% | 999 | $408K |
| Apollon Wealth Management, LLC | 0.01% | Add +4.5% | 991 | $405K |
| Alhambra Investment Management LLC | 0.22% | No change | 990 | $404K |
| National Philanthropic Trust | 0.01% | Reduce -12.4% | 990 | $404K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Reduce -33.4% | 985 | $402K |
| TRUE Private Wealth Advisors | 0.05% | Add +13.1% | 983 | $402K |
| Silver Lake Advisory, LLC | 0.10% | No change | 981 | $401K |
| Roberts Glore & Co. Inc. | 0.12% | No change | 975 | $398K |
| Aureus Asset Management, LLC | 0.03% | No change | 975 | $398K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 971 | $396K |
| Ballentine Partners, LLC | 0.01% | Reduce -12.9% | 966 | $394K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -3.0% | 959 | $392K |
| Financial Advocates Investment Management | 0.02% | Add +65.5% | 953 | $389K |
| Shepherd Financial Partners LLC | 0.05% | Reduce -6.0% | 952 | $389K |
| Raymond James Trust N.A. | 0.01% | Add +0.9% | 927 | $378K |
| Investment Management Corp of Ontario | 0.01% | Add +48.9% | 914 | $373K |
| First Trust Direct Indexing L.P. | 0.02% | Add +0.7% | 904 | $369K |
| Covenant Partners, LLC | 0.11% | Reduce -38.4% | 883 | $361K |
| Rockland Trust Co. | 0.02% | Reduce -6.1% | 876 | $358K |
| Empirical Finance, LLC | 0.02% | Reduce -7.1% | 871 | $356K |
| Ashton Thomas Securities, LLC | 0.09% | — | 858 | $354K |
| Wallace Advisory Group, LLC | 0.25% | Reduce -3.8% | 866 | $354K |
| Guggenheim Capital LLC | 0.00% | Reduce -45.1% | 865 | $353K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 864 | $353K |
| Main Street Financial Solutions, LLC | 0.03% | New | 857 | $350K |
| Everpar Advisors LLC | 0.17% | Add +13.1% | 846 | $345K |
| Woodline Partners LP | 0.00% | New | 844 | $345K |
| Sapient Capital LLC | 0.01% | Reduce -94.1% | 840 | $343K |
| Legacy Financial Advisors, Inc. | 0.06% | Add +4.0% | 834 | $341K |
| Gen-Wealth Partners Inc | 0.16% | Add +35.8% | 819 | $334K |
| Haverford Trust Co | 0.00% | Add +5.6% | 815 | $333K |
| Engineers Gate Manager LP | 0.01% | Reduce -51.5% | 810 | $331K |
| Mgo One Seven LLC | 0.02% | Add +2.8% | 809 | $330K |
| Oak Thistle LLC | 0.24% | New | 800 | $327K |
| Apeiron RIA LLC | 0.10% | Add +0.4% | 796 | $325K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.5% | 795 | $325K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -6.5% | 795 | $325K |
| Harbor Investment Advisory, LLC | 0.03% | Add +38.9% | 786 | $321K |
| Stokes Capital Advisors, LLC | 0.09% | No change | 779 | $318K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +0.7% | 778 | $318K |
| Wellington Management Group LLP | 0.00% | Reduce -97.0% | 774 | $316K |
| Great Diamond Partners, LLC | 0.07% | Reduce -1.5% | 768 | $314K |
| Seeds Investor LLC | 0.16% | Reduce -22.1% | 762 | $311K |
| Empowered Funds, LLC | 0.01% | Add +21.7% | 762 | $311K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +36.9% | 683 | $310K |
| Gibbs Wealth Management | 0.13% | Add +65.7% | 759 | $310K |
| Verity & Verity, LLC | 0.03% | New | 756 | $309K |
| Curated Wealth Partners LLC | 0.04% | — | 751 | $307K |
| Parsons Capital Management Inc. | 0.02% | Reduce -4.3% | 750 | $306K |
| Mutual Advisors, LLC | 0.01% | Add +21.8% | 744 | $306K |
| Perigon Wealth Management, LLC | 0.01% | Add +10.7% | 743 | $303K |
| Teacher Retirement System of Texas | 0.00% | Reduce -23.5% | 741 | $303K |
| HBK Sorce Advisory LLC | 0.01% | Add +4.8% | 736 | $300K |
| Leavell Investment Management, Inc. | 0.02% | Add +45.0% | 731 | $298K |
| Alps Advisors Inc. | 0.00% | Add +0.1% | 725 | $296K |
| Brady Family Wealth, LLC | 0.10% | Reduce -4.2% | 723 | $295K |
| Berkshire Asset Management LLC | 0.01% | New | 723 | $295K |
| Outlook Wealth Advisors, LLC | 0.09% | Add +25.1% | 717 | $293K |
| GAMMA Investing LLC | 0.04% | Add +14.0% | 716 | $292K |
| Kolinsky Wealth Management, LLC | 0.21% | Reduce -2.5% | 715 | $292K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -9.9% | 710 | $290K |
| Apella Capital, LLC | 0.01% | No change | 703 | $289K |
| Intrust Bank NA | 0.03% | Reduce -4.7% | 708 | $289K |
| Vestcor Inc | 0.01% | No change | 702 | $287K |
| Precision Wealth Strategies, LLC | 0.29% | Reduce -18.8% | 699 | $285K |
| Freedom Investment Management, Inc. | 0.02% | Add +1.8% | 695 | $284K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -12.2% | 693 | $283K |
| Simplicity Wealth,LLC | 0.01% | Reduce -12.2% | 693 | $283K |
| Synovus Financial Corp. | 0.00% | Reduce -2.3% | 693 | $283K |
| Andina Capital Management, LLC | 0.21% | Add +2.8% | 689 | $281K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +1.8% | 686 | $280K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 672 | $274K |
| Rowlandmiller & Partners.adv | 0.06% | No change | 670 | $274K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.9% | 670 | $273K |
| Strategy Asset Managers LLC | 0.06% | Add +2.6% | 679 | $272K |
| Lafayette Investments, Inc. | 0.06% | Add +31.4% | 665 | $272K |
| Legacy Wealth Asset Management, LLC | 0.08% | Add +4.0% | 658 | $269K |
| EntryPoint Capital, LLC | 0.12% | Add +1328.3% | 657 | $268K |
| Caprock Group, LLC | 0.01% | New | 653 | $267K |
| Boothbay Fund Management, LLC | 0.01% | New | 648 | $265K |
| Seelaus Asset Management LLC | 0.27% | No change | 640 | $261K |
| Canandaigua National Bank & Trust Co. | 0.03% | Add +0.6% | 639 | $261K |
| KCM Investment Advisors LLC | 0.01% | No change | 639 | $261K |
| Diversified, LLC | 0.03% | Add +20.1% | 638 | $261K |
| DoubleLine ETF Adviser LP | 0.07% | Reduce -2.9% | 629 | $257K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 629 | $257K |
| Seven Eight Capital, LP | 0.03% | New | 626 | $256K |
| Pine Haven Investment Counsel, Inc | 0.22% | No change | 625 | $255K |
| Mather Group, Llc. | 0.00% | Add +129.9% | 561 | $255K |
| Bennett Selby Investments LP | 0.11% | Add +0.7% | 622 | $254K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 621 | $254K |
| Koshinski Asset Management, Inc. | 0.02% | Add +5.7% | 613 | $252K |
| Checchi Capital Advisers, LLC | 0.02% | Add +1.1% | 614 | $251K |
| Belpointe Asset Management LLC | 0.02% | Add +3.5% | 612 | $250K |
| Versant Capital Management, Inc | 0.06% | Reduce -1.3% | 612 | $250K |
| Paces Ferry Wealth Advisors, LLC | 0.15% | Add +0.3% | 607 | $248K |
| Greenleaf Trust | 0.00% | Reduce -7.8% | 602 | $246K |
| Tiaa Trust, National Association | 0.00% | No change | 586 | $239K |
| Hall Laurie J Trustee | 0.08% | No change | 575 | $235K |
| Martin Investment Management, LLC | 0.06% | No change | 575 | $235K |
| Motley Fool Asset Management LLC | 0.02% | Reduce -3.9% | 569 | $234K |
| Profund Advisors LLC | 0.01% | Reduce -2.2% | 571 | $233K |
| Dean Investment Associates, LLC | 0.03% | Reduce -34.8% | 566 | $231K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -16.3% | 563 | $230K |
| Acadian Asset Management LLC | 0.00% | New | 558 | $227K |
| GAMCO Investors | 0.00% | No change | 555 | $227K |
| PFG Investments, LLC | 0.02% | Reduce -0.7% | 553 | $226K |
| Horizon Investments, LLC | 0.01% | Add +1.1% | 552 | $225K |
| Intrua Financial, LLC | 0.04% | Reduce -1.1% | 552 | $225K |
| Nomura Holdings Inc. | 0.00% | New | 549 | $224K |
| Phillips Wealth Planners LLC | 0.24% | Reduce -5.8% | 540 | $224K |
| Vinva Investment Management Ltd | 0.01% | Add +20.7% | 536 | $222K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -23.5% | 544 | $222K |
| NEOS Investment Management LLC | 0.01% | No change | 530 | $216K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 525 | $214K |
| Perpetual Ltd | 0.00% | Reduce -1.9% | 522 | $213K |
| Blue Barn Wealth, LLC | 0.12% | Add +2.4% | 521 | $213K |
| Glenview Trust Co | 0.00% | No change | 520 | $212K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +1.0% | 515 | $210K |
| Symmetry Partners, LLC | 0.01% | No change | 512 | $209K |
| Baron Wealth Management LLC | 0.11% | No change | 511 | $209K |
| Choreo, LLC | 0.00% | New | 505 | $208K |
| Oppenheimer & Co. Inc. | 0.00% | Add +14.3% | 505 | $206K |
| Blue Edge Capital, LLC | 0.03% | No change | 500 | $204K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 500 | $204K |
| Middleton & Co. Inc. | 0.02% | No change | 500 | $204K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -33.2% | 497 | $203K |
| Hancock Whitney Corp. | 0.01% | Reduce -98.3% | 495 | $202K |
| Tilia Fiduciary Partners, Inc. | 0.16% | No change | 494 | $202K |
| Private Trust Co. NA | 0.02% | Add +61.4% | 452 | $184K |
| Delta Asset Management LLC | 0.02% | No change | 450 | $184K |
| Larson Financial Group LLC | 0.01% | Add +11.8% | 447 | $183K |
| Creekmur Asset Management LLC | 0.05% | New | 430 | $176K |
| Estabrook Capital Management | 0.03% | No change | 425 | $174K |
| Farther Finance Advisors, LLC | 0.01% | Add +114.0% | 413 | $170K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 411 | $168K |
| PrairieView Partners, LLC | 0.02% | No change | 400 | $163K |
| Icon Wealth Advisors, LLC | 0.01% | Add +5.9% | 378 | $156K |
| CI Investments Inc. | 0.00% | Add +0.3% | 375 | $153K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -3.2% | 368 | $150K |
| Caldwell Trust Co | 0.02% | No change | 357 | $146K |
| Signaturefd, LLC | 0.00% | Reduce -10.8% | 338 | $138K |
| Tobam | 0.02% | Add +67.9% | 329 | $134K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.3% | 303 | $124K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +22.8% | 291 | $120K |
| Principal Securities, Inc. | 0.00% | Add +3.5% | 293 | $120K |
| Jones Financial Companies LLLP | 0.00% | Add +1675.0% | 284 | $116K |
| Bessemer Group Inc. | 0.00% | Reduce -13.9% | 284 | $116K |
| MCF Advisors LLC | 0.01% | No change | 284 | $116K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.8% | 255 | $104K |
| Global Retirement Partners, LLC | 0.00% | Add +45.8% | 245 | $100K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -2.0% | 242 | $99K |
| American National Bank & Trust | 0.01% | Add +19.6% | 238 | $97K |
| Addison Advisors LLC | 0.03% | No change | 225 | $92K |
| Huntington National Bank | 0.00% | Add +17.8% | 225 | $92K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 200 | $82K |
| Arax Advisory Partners | 0.01% | Add +3880.0% | 199 | $81K |
| Natixis Investment Managers International | 0.01% | Reduce -36.2% | 192 | $78K |
| Westwind Capital | 0.02% | Reduce -93.6% | 2,056 | $77K |
| WASHINGTON TRUST Co | 0.00% | No change | 185 | $76K |
| Swedbank AB | 0.00% | No change | 185 | $76K |
| Atticus Wealth Management, LLC | 0.02% | No change | 182 | $74K |
| Sandy Spring Bank | 0.00% | No change | 180 | $73K |
| Penserra Capital Management LLC | 0.00% | Add +0.6% | 179 | $73K |
| Park Place Capital Corp | 0.02% | Reduce -27.9% | 176 | $72K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +1.2% | 168 | $69K |
| Sentry Investment Management LLC | 0.03% | Reduce -16.9% | 167 | $68K |
| Covestor Ltd | 0.04% | Add +147.7% | 161 | $67K |
| Quadrant Capital Group LLC | 0.00% | Reduce -8.6% | 159 | $65K |
| Transamerica Financial Advisors, LLC | 0.01% | No change | 157 | $64K |
| Blue Trust, Inc. | 0.00% | Add +69.5% | 139 | $63K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 153 | $62K |
| Quarry LP | 0.03% | New | 152 | $62K |
| Bruce G. Allen Investments, LLC | 0.05% | Reduce -1.3% | 151 | $62K |
| Clean Yield Group | 0.02% | No change | 150 | $61K |
| Hilltop National Bank | 0.02% | No change | 150 | $61K |
| Headlands Technologies LLC | 0.01% | Reduce -64.9% | 145 | $59K |
| Lummis Asset Management, LP | 0.08% | No change | 140 | $57K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -13.7% | 139 | $57K |
| Allworth Financial LP | 0.00% | Reduce -7.0% | 132 | $56K |
| Federated Hermes, Inc. | 0.00% | New | 127 | $52K |
| CENTRAL TRUST Co | 0.00% | Reduce -4.7% | 121 | $49K |
| DT Investment Partners, LLC | 0.00% | Add +50.0% | 120 | $49K |
| IFP Advisors, Inc | 0.00% | Add +148.9% | 112 | $46K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 100 | $45K |
| Trust Co | 0.01% | No change | 108 | $44K |
| Front Row Advisors LLC | 0.01% | No change | 106 | $43K |
| Cypress Capital, LLC | 0.01% | New | 106 | $43K |
| CVA Family Office, LLC | 0.01% | Add +1.0% | 104 | $42K |
| Compass Wealth Management LLC | 0.01% | No change | 103 | $42K |
| Lazard Asset Management LLC | 0.00% | New | 103 | $42K |
| First Community Trust NA | 0.03% | No change | 100 | $41K |
| Alta Advisers Ltd | 0.02% | No change | 100 | $41K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 92 | $38K |
| SJS Investment Consulting Inc. | 0.01% | Add +300.0% | 88 | $36K |
| Clearstead Advisors, LLC | 0.00% | Add +41.9% | 88 | $36K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +25.4% | 84 | $34K |
| Gladius Capital Management LP | 0.03% | New | 81 | $33K |
| Tyler-Stone Wealth Management | 0.01% | No change | 81 | $33K |
| Bogart Wealth, LLC | 0.00% | No change | 81 | $33K |
| Eagle Bay Advisors LLC | 0.02% | Reduce -9.1% | 80 | $33K |
| Hartford Financial Management Inc. | 0.01% | No change | 75 | $31K |
| Quent Capital, LLC | 0.00% | Add +1.4% | 75 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 70 | $29K |
| Crewe Advisors LLC | 0.00% | Add +750.0% | 68 | $28K |
| Riverview Trust Co | 0.03% | Reduce -77.4% | 68 | $28K |
| AlphaQuest LLC | 0.00% | Add +6700.0% | 68 | $28K |
| Motco | 0.00% | No change | 67 | $27K |
| UMB Bank, n.a. | 0.00% | Add +144.4% | 66 | $27K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 64 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +166.7% | 64 | $26K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 65 | $26K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 63 | $26K |
| Smithfield Trust Co | 0.00% | Reduce -34.0% | 62 | $25K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 60 | $25K |
| LGT Financial Advisors LLC | 0.05% | No change | 57 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Add +166.7% | 56 | $23K |
| Baldwin Wealth Partners LLC | 0.00% | Add +12.0% | 56 | $23K |
| Walleye Trading LLC | 0.00% | Add +16.7% | 56 | $23K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 52 | $21K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 52 | $21K |
| Valley National Advisers Inc. | 0.00% | No change | 53 | $21K |
| First United Bank & Trust | 0.01% | No change | 50 | $20K |
| Thompson Investment Management, Inc. | 0.00% | No change | 48 | $20K |
| MV Capital Management, Inc. | 0.00% | Add +2.2% | 47 | $19K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.8% | 45 | $18K |
| Nvwm, LLC | 0.00% | Add +2.3% | 45 | $18K |
| GoalVest Advisory LLC | 0.01% | No change | 44 | $18K |
| Lindbrook Capital, LLC | 0.00% | Add +200.0% | 42 | $17K |
| TD Private Client Wealth LLC | 0.00% | Reduce -60.4% | 42 | $17K |
| Arrow Financial Corp | 0.00% | No change | 41 | $17K |
| Colonial Trust Co / SC | 0.00% | Reduce -54.2% | 38 | $16K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 37 | $15K |
| Centerpoint Advisors, LLC | 0.01% | No change | 37 | $15K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 35 | $14K |
| Assetmark, Inc. | 0.00% | Add +34.6% | 35 | $14K |
| Operose Advisors LLC | 0.00% | No change | 34 | $14K |
| Towne Trust Company, N.A | 0.01% | No change | 33 | $13K |
| Stephens Consulting, LLC | 0.00% | New | 33 | $13K |
| McIlrath & Eck, LLC | 0.00% | No change | 33 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 32 | $13K |
| Key Financial Inc | 0.00% | No change | 30 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 29 | $12K |
| WR Wealth Planners, LLC | 0.00% | Add +11.5% | 29 | $12K |
| Piscataqua Savings Bank | 0.01% | No change | 29 | $12K |
| West Branch Capital LLC | 0.00% | No change | 28 | $11K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -6.9% | 27 | $11K |
| Anchor Investment Management, LLC | 0.00% | Add +52.9% | 26 | $11K |
| Bfsg, LLC | 0.00% | No change | 23 | $9K |
| Tortoise Investment Management, LLC | 0.00% | No change | 23 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | New | 22 | $9K |
| LRI Investments, LLC | 0.00% | New | 21 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 20 | $8K |
| Chris Bulman Inc | 0.01% | — | 20 | $8K |
| Innealta Capital, LLC | 0.00% | New | 19 | $8K |
| GW&K Investment Management, LLC | 0.00% | Add +5.9% | 18 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 17 | $7K |
| Meeder Asset Management Inc. | 0.00% | No change | 17 | $7K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 16 | $7K |
| Rothschild Investment LLC | 0.00% | Reduce -34.8% | 15 | $6K |
| Keener Financial Planning LLC | 0.00% | New | 17 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 16 | $6K |
| First PREMIER Bank | 0.00% | No change | 15 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | New | 14 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 14 | $6K |
| Centennial Bank | 0.00% | No change | 13 | $5K |
| Harbour Investments, Inc. | 0.00% | Add +1100.0% | 12 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +20.0% | 12 | $5K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 11 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 10 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $4K |
| Register Financial Advisors LLC | 0.00% | No change | 10 | $4K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 10 | $4K |
| Country Trust Bank | 0.00% | No change | 10 | $4K |
| First Pacific Financial | 0.00% | New | 9 | $4K |
| Northwest Capital Management Inc | 0.00% | No change | 9 | $4K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -40.0% | 9 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -11.1% | 8 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 8 | $3K |
| Abound Wealth Management | 0.00% | Reduce -11.1% | 8 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 8 | $3K |
| Montag A & Associates Inc. | 0.00% | No change | 8 | $3K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 8 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 8 | $3K |
| NFSG Corp | 0.00% | No change | 7 | $3K |
| City State Bank | 0.00% | No change | 7 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 7 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 6 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +20.0% | 6 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +20.0% | 6 | $2K |
| Webster Bank, N. A. | 0.00% | No change | 6 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 6 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 6 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 6 | $2K |
| Chilton Capital Management LLC | 0.00% | New | 5 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 5 | $2K |
| Painted Porch Advisors LLC | 0.00% | New | 4 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 4 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 4 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 4 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +33.3% | 4 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 3 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 3 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 2 | $1K |
| PSI Advisors, LLC | 0.00% | No change | 2 | $817 |
| West Paces Advisors Inc. | 0.00% | No change | 2 | $817 |
| Sachetta, LLC | 0.00% | New | 1 | $417 |
| TFC Financial Management, Inc. | 0.00% | Reduce -50.0% | 1 | $409 |
| Opal Wealth Advisors, LLC | 0.00% | New | 1 | $409 |
| WestEnd Advisors, LLC | 0.00% | New | 1 | $408 |
| Zions Bancorporation, N.A. | 0.00% | No change | 1 | $408 |
| Y.D. More Investments Ltd | 0.00% | New | 20 | $22 |
| Summit Securities Group LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is FDS's weight in each manager's 13F, not the share of Factset Research Systems Inc. the manager owns.