Factset Research SystemsFDS
13F holders, Q3 2024 (September 30)831holders +26
87new positions
62sold out
9famous investors
$459.78avg. 13F price*
At the end of Q3 2024, 831 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, up 26 from Q2 2024. 87 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.6B) and Baron Capital (BAMCO) ($1.1B). 9 famous investors held it, including Ron Baron (3.0% of Baron Capital (BAMCO)'s portfolio), Tom Gayner (0.5% of Markel Group's portfolio) and Ken Griffin (0.2% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $87.9M |
| Exits | 62 | $36.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,246,833 shares bought and 1,236,990 shares sold, net +9,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 831 holders
| Vanguard Group Inc. | 0.04% | Add +0.9% | 4,656,796 | $2.1B |
| BlackRock, Inc. | 0.03% | — | 3,501,774 | $1.6B |
| Baron Capital (BAMCO) | 3.02% | Reduce -6.6% | 2,478,027 | $1.1B |
| State Street Corp. | 0.04% | Add +2.2% | 1,932,376 | $888.6M |
| Morgan Stanley | 0.06% | Reduce -2.4% | 1,826,252 | $839.8M |
| Loomis Sayles & Co. L P | 0.94% | Reduce -2.9% | 1,553,303 | $714.3M |
| Wells Fargo & Company | 0.16% | Reduce -1.2% | 1,445,759 | $664.8M |
| Kayne Anderson Rudnick Investment Management LLC | 1.28% | Add +8.9% | 1,258,839 | $578.9M |
| Ninety One UK Ltd | 1.52% | Add +1.7% | 1,236,669 | $568.7M |
| Geode Capital Management, LLC | 0.04% | Add +0.8% | 1,001,924 | $460.5M |
| Bank of America Corp. | 0.02% | Add +3.7% | 599,470 | $275.7M |
| JPMorgan Chase & Co. | 0.02% | Add +12.0% | 493,350 | $226.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.24% | Add +3.5% | 489,065 | $224.9M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -6.8% | 411,684 | $189.3M |
| Amundi | 0.07% | Reduce -25.4% | 402,423 | $184.0M |
| Invesco Ltd. | 0.03% | Add +6.1% | 389,288 | $179.0M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.1% | 373,386 | $171.7M |
| Champlain Investment Partners, LLC | 0.98% | Reduce -2.6% | 353,702 | $162.6M |
| Northern Trust Corp. | 0.03% | Reduce -4.2% | 349,736 | $160.8M |
| Citadel Advisors | 0.16% | Add +121.1% | 328,218 | $150.9M |
| Boston Trust Walden Corp | 0.95% | Add +9.3% | 296,329 | $136.3M |
| Fiera Capital Corp | 0.40% | Reduce -0.8% | 291,251 | $133.9M |
| Legal & General Group Plc | 0.03% | Add +1.5% | 286,467 | $131.7M |
| Nordea Investment Management AB | 0.15% | Add +7.2% | 281,321 | $129.1M |
| Macquarie Group Ltd. | 0.14% | Add +0.8% | 276,618 | $127.2M |
| PineStone Asset Management Inc. | 1.22% | Add +0.4% | 274,003 | $126.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -5.0% | 255,014 | $117.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +7.5% | 253,169 | $116.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.5% | 248,943 | $114.5M |
| Congress Asset Management Co. | 0.78% | Reduce -0.6% | 248,293 | $114.2M |
| Tandem Investment Advisors, Inc. | 4.30% | Reduce -1.3% | 246,759 | $113.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -13.5% | 191,092 | $87.9M |
| Voloridge Investment Management, LLC | 0.31% | Add +32.5% | 185,257 | $85.2M |
| American Capital Management Inc. | 2.78% | Reduce -0.7% | 185,143 | $85.1M |
| California Public Employees Retirement System | 0.06% | Reduce -4.2% | 173,610 | $79.8M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -5.9% | 167,297 | $76.9M |
| Deutsche Bank AG | 0.03% | Add +0.2% | 150,482 | $69.2M |
| Everett Harris & Co. | 0.85% | Reduce -0.1% | 148,531 | $68.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -19.2% | 147,025 | $67.6M |
| UBS Group AG | 0.02% | Add +75.1% | 138,251 | $63.6M |
| Nuveen Asset Management, LLC | 0.02% | Add +3.9% | 130,510 | $60.0M |
| Royal Bank of Canada | 0.01% | Reduce -13.0% | 128,711 | $59.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.3% | 126,221 | $58.0M |
| Royal London Asset Management Ltd. | 0.14% | Reduce -1.0% | 122,770 | $56.5M |
| Natixis Advisors, LLC | 0.11% | Add +1.1% | 120,956 | $55.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +16.8% | 118,316 | $54.4M |
| Markel Group | 0.48% | No change | 116,720 | $53.7M |
| Raymond James & Associates | 0.03% | Add +4.8% | 116,556 | $53.6M |
| Squarepoint Ops LLC | 0.15% | Add +117.7% | 99,415 | $45.7M |
| HighTower Advisors, LLC | 0.07% | Reduce -2.9% | 97,635 | $44.9M |
| Barclays PLC | 0.02% | Add +12.6% | 91,570 | $42.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.3% | 84,082 | $38.7M |
| Aviva PLC | 0.10% | Add +2.5% | 83,832 | $38.6M |
| Rhumbline Advisers | 0.03% | Reduce -2.5% | 81,963 | $37.7M |
| Aberdeen Group plc | 0.07% | Add +4.0% | 78,657 | $36.2M |
| FMR LLC | 0.00% | Add +14.0% | 77,447 | $35.6M |
| Dundas Partners LLP | 2.47% | No change | 74,556 | $34.3M |
| Earnest Partners LLC | 0.15% | Add +6.7% | 73,341 | $33.7M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -38.4% | 73,027 | $33.6M |
| LPL Financial LLC | 0.01% | Add +5.2% | 71,703 | $33.0M |
| HSBC Holdings PLC | 0.02% | Reduce -20.6% | 70,837 | $32.6M |
| Sei Investments Co. | 0.04% | Reduce -4.6% | 69,763 | $32.1M |
| Copeland Capital Management, LLC | 0.54% | Reduce -21.5% | 67,287 | $30.9M |
| Ninety One North America, Inc. | 2.08% | Reduce -38.5% | 66,739 | $30.7M |
| National Pension Service | 0.03% | No change | 64,511 | $29.7M |
| California State Teachers Retirement System | 0.03% | Reduce -1.4% | 58,081 | $26.7M |
| Millennium Management | 0.02% | Reduce -53.1% | 56,060 | $25.8M |
| AQR Capital Management | 0.03% | Add +239.9% | 50,963 | $23.4M |
| Principal Financial Group Inc. | 0.01% | Add +3.0% | 48,791 | $22.4M |
| Saybrook Capital | 6.27% | Add +8.1% | 48,305 | $22.2M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.5% | 47,988 | $22.1M |
| Jane Street Group, LLC | 0.04% | Add +31.6% | 47,943 | $22.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -17.3% | 45,784 | $21.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.18% | Reduce -2.4% | 44,863 | $20.5M |
| Stifel Financial Corp. | 0.02% | Reduce -2.3% | 42,909 | $19.8M |
| New York State Common Retirement Fund | 0.03% | Reduce -11.1% | 42,837 | $19.7M |
| Willis Investment Counsel | 1.25% | No change | 41,900 | $19.3M |
| BNP Paribas Financial Markets | 0.02% | Add +2.6% | 41,771 | $19.2M |
| Bank of Montreal | 0.01% | Reduce -4.1% | 41,872 | $19.2M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -4.3% | 41,382 | $19.0M |
| Heron Bay Capital Management | 3.78% | Reduce -5.2% | 39,128 | $18.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -5.6% | 37,410 | $17.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -7.8% | 36,791 | $16.9M |
| Janney Montgomery Scott LLC | 0.05% | Add +2.4% | 36,783 | $16.9M |
| AXA S.A. | 0.05% | Add +88.6% | 34,635 | $15.9M |
| Worldquant Millennium Advisors LLC | 0.11% | Add +84.1% | 34,012 | $15.6M |
| State of Michigan Retirement System | 0.08% | Reduce -0.3% | 33,635 | $15.5M |
| Man Group plc | 0.04% | Reduce -7.1% | 32,993 | $15.2M |
| Marks Group Wealth Management, Inc | 1.40% | Add +4.2% | 31,821 | $14.6M |
| Bath Savings Trust Co | 1.45% | Add +0.1% | 31,757 | $14.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -16.1% | 30,753 | $14.1M |
| Wendell David Associates Inc. | 1.35% | Reduce -2.4% | 30,687 | $14.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +4330.6% | 30,261 | $14.1M |
| Citigroup Inc. | 0.01% | Reduce -3.0% | 30,519 | $14.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -16.2% | 30,439 | $14.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -1.4% | 29,761 | $13.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -0.8% | 29,630 | $13.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.3% | 28,825 | $13.3M |
| Running Oak Capital LLC | 1.78% | Add +6.2% | 28,557 | $13.1M |
| CW Advisors, LLC | 0.17% | Add +1.2% | 28,304 | $13.0M |
| National Bank of Canada | 0.02% | Add +6.9% | 28,243 | $13.0M |
| Trexquant Investment LP | 0.16% | Reduce -34.6% | 27,485 | $12.6M |
| Norges Bank | 0.00% | Reduce -27.3% | 26,921 | $12.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.9% | 26,641 | $12.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -36.3% | 25,937 | $11.9M |
| State of Wisconsin Investment Board | 0.03% | Add +5.2% | 25,677 | $11.8M |
| Fisher Asset Management | 0.00% | Add +12.4% | 25,185 | $11.6M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +395.8% | 24,797 | $11.4M |
| Kennedy Capital Management LLC | 0.25% | Reduce -12.6% | 24,714 | $11.4M |
| Townsquare Capital LLC | 0.13% | Add +9.2% | 24,026 | $11.0M |
| Hudson Bay Capital Management LP | 0.09% | New | 24,000 | $11.0M |
| Canoe Financial LP | 0.26% | No change | 23,944 | $11.0M |
| Moran Wealth Management, LLC | 0.34% | Add +1.3% | 23,848 | $11.0M |
| Truist Financial Corp. | 0.02% | Reduce -13.4% | 23,560 | $10.8M |
| Prudential Financial Inc. | 0.02% | Add +1.9% | 23,400 | $10.8M |
| Ensign Peak Advisors, Inc | 0.02% | Add +2.4% | 23,272 | $10.7M |
| TD Asset Management Inc | 0.01% | Add +0.1% | 22,553 | $10.3M |
| Hantz Financial Services, Inc. | 0.18% | Reduce -3.3% | 21,892 | $10.1M |
| Treasurer of the State of North Carolina | 0.04% | Add +3.4% | 21,499 | $9.9M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -2.1% | 20,839 | $9.6M |
| JGP Wealth Management, LLC | 1.22% | Add +1.1% | 20,548 | $9.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.4% | 20,236 | $9.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +3.5% | 19,847 | $9.1M |
| Voya Investment Management LLC | 0.01% | Reduce -6.0% | 19,682 | $9.1M |
| Dock Street Asset Management Inc. | 1.22% | Reduce -1.7% | 19,677 | $9.0M |
| Two Sigma Investments, LP | 0.02% | Reduce -45.0% | 19,504 | $9.0M |
| L. Roy Papp & Associates, LLP | 1.06% | Reduce -1.1% | 19,053 | $8.8M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -22.9% | 17,801 | $8.7M |
| Whittier Trust Co. | 0.12% | Add +4.5% | 18,844 | $8.7M |
| Mattern Capital Management, LLC | 1.09% | Add +0.6% | 18,824 | $8.7M |
| Danske Bank A/S | 0.03% | Add +11.6% | 18,259 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Add +3.5% | 18,025 | $8.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +2.3% | 17,882 | $8.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +153.7% | 17,813 | $8.2M |
| Capital Fund Management S.A. | 0.09% | New | 17,513 | $8.1M |
| Mediolanum International Funds Ltd | 0.11% | Reduce -3.1% | 17,511 | $8.0M |
| Point72 Europe (London) LLP | 0.64% | New | 16,400 | $7.5M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -18.2% | 16,173 | $7.4M |
| Andra AP-fonden | 0.11% | Add +10.3% | 16,000 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | Add +4.3% | 15,793 | $7.3M |
| Atria Investments, Inc | 0.09% | Reduce -8.8% | 15,721 | $7.2M |
| Gateway Investment Advisers LLC | 0.08% | No change | 15,371 | $7.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +2.0% | 15,241 | $7.0M |
| Mariner, LLC | 0.01% | Add +5.3% | 15,216 | $7.0M |
| Illinois Municipal Retirement Fund | 0.10% | No change | 15,200 | $7.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -7.0% | 15,200 | $7.0M |
| Core Alternative Capital | 1.33% | Reduce -9.2% | 14,911 | $6.9M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -2.7% | 14,600 | $6.7M |
| Jump Financial, LLC | 0.14% | Reduce -18.1% | 14,569 | $6.7M |
| Beck Bode, LLC | 1.26% | New | 14,512 | $6.7M |
| Bell Asset Management Ltd | 1.20% | Reduce -15.3% | 14,196 | $6.5M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -1.5% | 13,882 | $6.4M |
| &partners | 0.12% | Add +118.6% | 13,524 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -23.9% | 13,646 | $6.3M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -4.0% | 13,515 | $6.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +15.5% | 13,400 | $6.2M |
| Toronto Dominion Bank | 0.01% | Reduce -30.7% | 13,180 | $6.1M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -3.8% | 12,897 | $5.9M |
| Verition Fund Management LLC | 0.04% | New | 12,818 | $5.9M |
| US Bancorp \de | 0.01% | Reduce -2.7% | 12,754 | $5.9M |
| AdvisorShares Investments LLC | 1.11% | Add +1.6% | 12,593 | $5.8M |
| Erste Asset Management GmbH | 0.07% | Add +4.1% | 12,492 | $5.7M |
| Two Sigma Advisers, LP | 0.01% | Reduce -59.1% | 12,400 | $5.7M |
| Franklin Resources Inc. | 0.00% | Add +5.7% | 12,314 | $5.7M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -1.7% | 12,268 | $5.6M |
| Hendershot Investments Inc. | 0.76% | Reduce -0.4% | 12,204 | $5.6M |
| Intech Investment Management LLC | 0.06% | Add +29.4% | 12,151 | $5.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Add +0.0% | 12,109 | $5.6M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -1.2% | 12,112 | $5.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -11.6% | 12,059 | $5.5M |
| ExodusPoint Capital Management, LP | 0.06% | Reduce -11.4% | 12,016 | $5.5M |
| Jensen Investment Management Inc. | 0.05% | Add +11.6% | 12,000 | $5.5M |
| Commerce Bank | 0.03% | Reduce -1.7% | 11,705 | $5.4M |
| M&T Bank Corp | 0.02% | Add +25.7% | 11,525 | $5.3M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +8.5% | 11,466 | $5.3M |
| Comerica Bank | 0.02% | Reduce -19.6% | 11,411 | $5.2M |
| JLB & Associates Inc. | 0.67% | Add +5.7% | 11,391 | $5.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -4.2% | 11,367 | $5.2M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -3.6% | 11,266 | $5.2M |
| Capital Insight Partners, LLC | 0.90% | Add +3.5% | 11,239 | $5.2M |
| Kornitzer Capital Management Inc. | 0.10% | Add +0.0% | 11,147 | $5.1M |
| Regions Financial Corp. | 0.04% | Add +0.2% | 11,102 | $5.1M |
| Arizona State Retirement System | 0.03% | Add +4.1% | 10,899 | $5.0M |
| Prana Capital Management, LP | 0.23% | New | 10,877 | $5.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +2.6% | 10,778 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +5.3% | 10,730 | $4.9M |
| Handelsbanken Fonder AB | 0.02% | Add +21.7% | 10,651 | $4.9M |
| Korea Investment CORP | 0.01% | Reduce -51.5% | 10,526 | $4.8M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.6% | 10,506 | $4.8M |
| Forsta Ap-Fonden | 0.04% | Add +3.1% | 10,100 | $4.6M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Add +4.9% | 9,884 | $4.5M |
| Corebridge Financial, Inc. | 0.02% | Reduce -3.3% | 9,721 | $4.5M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -26.7% | 9,755 | $4.4M |
| Walleye Capital LLC | 0.05% | New | 9,498 | $4.4M |
| Prudential PLC | 0.02% | No change | 9,158 | $4.2M |
| LBP Am SA | 0.06% | Add +208.1% | 9,119 | $4.2M |
| Daiwa Securities Group Inc. | 0.02% | Add +2.5% | 8,943 | $4.1M |
| Stephens Inc. | 0.06% | Reduce -4.0% | 8,858 | $4.1M |
| NorthCoast Asset Management LLC | 0.03% | New | 9,211 | $4.1M |
| Brown Advisory Inc. | 0.01% | Reduce -2.0% | 8,642 | $4.0M |
| Thematics Asset Management | 0.16% | No change | 8,609 | $4.0M |
| First Hawaiian Bank | 0.13% | Add +7.8% | 8,571 | $3.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | — | 8,439 | $3.9M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -1.7% | 8,401 | $3.9M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.7% | 8,351 | $3.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -1.1% | 8,281 | $3.8M |
| Somerset Trust Co | 1.42% | Add +0.2% | 8,227 | $3.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.8% | 8,118 | $3.7M |
| Amalgamated Bank | 0.03% | Add +2.4% | 8,116 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.9% | 8,074 | $3.7M |
| Van Eck Associates Corp. | 0.00% | Add +10.4% | 7,956 | $3.7M |
| Artisan Partners Limited Partnership | 0.01% | New | 7,980 | $3.7M |
| Linden Thomas Advisory Services, LLC | 0.50% | Reduce -0.4% | 7,951 | $3.7M |
| HRT Financial LP | 0.02% | Reduce -76.0% | 7,944 | $3.7M |
| Eukles Asset Management | 1.46% | Reduce -4.7% | 7,923 | $3.6M |
| Birch Capital Management, LLC | 1.76% | Add +10.2% | 7,812 | $3.6M |
| ProShare Advisors LLC | 0.01% | Add +0.1% | 7,754 | $3.6M |
| Czech National Bank | 0.04% | Add +6.7% | 7,749 | $3.6M |
| IFM Investors Pty Ltd | 0.03% | Add +1.4% | 7,733 | $3.6M |
| Evoke Wealth, LLC | 0.10% | New | 7,614 | $3.5M |
| Banco Santander, S.A. | 0.04% | Reduce -5.2% | 7,490 | $3.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.6% | 7,459 | $3.4M |
| Coastal Bridge Advisors, LLC | 0.85% | Reduce -6.0% | 7,439 | $3.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 7,401 | $3.4M |
| Cibc World Markets Corp. | 0.02% | Reduce -0.2% | 7,332 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +7.8% | 7,263 | $3.4M |
| Prospera Financial Services Inc | 0.08% | Reduce -0.9% | 6,970 | $3.2M |
| KBC Group NV | 0.01% | Reduce -24.4% | 6,948 | $3.2M |
| Alberta Investment Management Corp | 0.03% | New | 6,800 | $3.1M |
| XTX Topco Ltd | 0.23% | Add +4.8% | 6,771 | $3.1M |
| Simplex Trading, LLC | 0.10% | New | 6,733 | $3.1M |
| Tsai Capital Corp | 2.51% | Add +27.4% | 6,728 | $3.1M |
| Public Sector Pension Investment Board | 0.02% | Add +3.1% | 6,698 | $3.1M |
| Procyon Advisors, LLC | 0.21% | Add +2.5% | 6,636 | $3.1M |
| Quantbot Technologies LP | 0.12% | Reduce -9.4% | 6,633 | $3.1M |
| DNB Asset Management AS | 0.01% | Add +9.0% | 6,468 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -17.0% | 6,467 | $3.0M |
| NewEdge Wealth, LLC | 0.05% | Add +16.6% | 6,444 | $3.0M |
| Kensington Investment Counsel, LLC | 1.24% | Add +2.5% | 6,433 | $3.0M |
| Xponance LLC | 0.03% | Reduce -42.5% | 6,415 | $2.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -13.0% | 6,348 | $2.9M |
| Utah Retirement Systems | 0.03% | No change | 6,254 | $2.9M |
| Florida Trust Wealth Management Co | 0.09% | Reduce -1.3% | 6,193 | $2.8M |
| FORA Capital, LLC | 0.33% | Add +1.3% | 6,137 | $2.8M |
| Bright Rock Capital Management, LLC | 0.55% | No change | 6,000 | $2.8M |
| Tredje AP-fonden | 0.02% | No change | 5,988 | $2.8M |
| Achmea Investment Management B.V. | 0.05% | Reduce -37.4% | 5,941 | $2.7M |
| Mackenzie Financial Corp. | 0.00% | Reduce -14.3% | 5,881 | $2.7M |
| Stiles Financial Services Inc | 0.94% | Reduce -3.7% | 5,816 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | Add +10.5% | 5,802 | $2.7M |
| Meiji Yasuda Asset Management Co Ltd. | 0.10% | Reduce -1.9% | 5,646 | $2.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -1.7% | 5,583 | $2.6M |
| CIBC Asset Management Inc | 0.01% | Add +8.0% | 5,565 | $2.6M |
| Natixis | 0.02% | Add +14.1% | 5,492 | $2.5M |
| Credit Agricole S A | 0.01% | Add +4.1% | 5,352 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -0.1% | 5,336 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Add +0.8% | 5,310 | $2.4M |
| Cetera Investment Advisers | 0.01% | Reduce -9.6% | 5,234 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +0.0% | 5,225 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.7% | 5,224 | $2.4M |
| Cerity Partners LLC | 0.01% | Add +164.0% | 5,124 | $2.4M |
| Azzad Asset Management Inc. | 0.26% | Reduce -0.1% | 5,051 | $2.3M |
| New York Life Investment Management LLC | 0.02% | Reduce -3.4% | 5,051 | $2.3M |
| First Personal Financial Services | 0.49% | Add +0.1% | 4,993 | $2.3M |
| Waverly Advisors, LLC | 0.04% | Add +8.7% | 4,959 | $2.3M |
| APG Asset Management N.V. | 0.01% | Reduce -39.8% | 5,500 | $2.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.6% | 4,871 | $2.2M |
| Bank of Nova Scotia | 0.00% | Add +22.3% | 4,870 | $2.2M |
| Captrust Financial Advisors | 0.01% | Reduce -16.5% | 4,861 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.6% | 4,783 | $2.2M |
| Strong Tower Advisory Services | 0.61% | Add +22.8% | 4,774 | $2.2M |
| Candriam S.C.A. | 0.01% | Reduce -5.3% | 4,772 | $2.2M |
| Edgestream Partners, L.P. | 0.10% | New | 4,720 | $2.2M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.5% | 4,685 | $2.2M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -1.0% | 4,617 | $2.1M |
| Greenleaf Trust | 0.02% | Add +653.8% | 4,538 | $2.1M |
| ICW Investment Advisors LLC | 0.87% | Add +3.2% | 4,537 | $2.1M |
| Avanda Investment Management Pte. Ltd. | 0.41% | Reduce -45.1% | 4,533 | $2.1M |
| Sepio Capital, LP | 0.16% | Reduce -1.0% | 4,530 | $2.1M |
| Numerai GP LLC | 0.55% | New | 4,484 | $2.1M |
| Sterling Capital Management LLC | 0.03% | — | 4,450 | $2.0M |
| Cascades Capital Asset Management, LLC | 1.14% | — | 4,379 | $2.0M |
| UniSuper Management Pty Ltd | 0.01% | Add +5.9% | 4,320 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +0.0% | 4,307 | $2.0M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +75.7% | 4,247 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +4.5% | 4,182 | $1.9M |
| Cordatus Wealth Management LLC | 0.69% | Reduce -0.2% | 4,162 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.7% | 4,119 | $1.9M |
| Aurora Investment Managers, LLC. | 1.18% | Add +0.5% | 4,005 | $1.8M |
| Naples Global Advisors, LLC | 0.17% | Add +3.5% | 4,005 | $1.8M |
| LWM Advisory Services, LLC | 1.36% | No change | 4,000 | $1.8M |
| Abner Herrman & Brock LLC | 0.22% | No change | 4,000 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +112.8% | 3,993 | $1.8M |
| Kesler, Norman & Wride, LLC | 0.35% | Reduce -27.4% | 3,928 | $1.8M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 3,911 | $1.8M |
| Spire Wealth Management | 0.06% | Reduce -62.1% | 3,861 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +1.8% | 3,820 | $1.8M |
| Abacus FCF Advisors LLC | 0.41% | New | 3,803 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.1% | 3,684 | $1.7M |
| Ostrum Asset Management | 0.14% | Reduce -2.6% | 3,677 | $1.7M |
| Penobscot Investment Management Company, Inc. | 0.15% | Reduce -8.0% | 3,670 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +0.2% | 3,668 | $1.7M |
| Creative Planning | 0.00% | Reduce -6.7% | 3,601 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Reduce -59.4% | 3,595 | $1.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +94.8% | 3,509 | $1.6M |
| Eads & Heald Wealth Management | 0.75% | Reduce -4.1% | 3,464 | $1.6M |
| Taylor Frigon Capital Management LLC | 0.79% | Reduce -2.4% | 3,427 | $1.6M |
| Norden Group LLC | 0.19% | Add +70.8% | 3,417 | $1.6M |
| Portside Wealth Group, LLC | 0.26% | Add +4.2% | 3,346 | $1.5M |
| Teza Capital Management LLC | 0.17% | Reduce -42.0% | 3,299 | $1.5M |
| PFG Advisors | 0.10% | Add +1.1% | 3,288 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.6% | 3,278 | $1.5M |
| Shell Asset Management Co. | 0.07% | — | 3,278 | $1.5M |
| Logan Capital Management Inc. | 0.06% | Reduce -8.8% | 3,277 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +16.7% | 3,263 | $1.5M |
| Storebrand Asset Management As | 0.00% | Reduce -12.8% | 3,191 | $1.5M |
| Ossiam | 0.03% | Reduce -17.9% | 3,159 | $1.5M |
| Wolf Group Capital Advisors | 0.69% | Add +6.5% | 3,600 | $1.4M |
| Mission Wealth Management, LP | 0.04% | Reduce -1.2% | 3,119 | $1.4M |
| Venturi Wealth Management, LLC | 0.08% | Add +12.7% | 3,117 | $1.4M |
| Metis Global Partners, LLC | 0.04% | Add +3.6% | 3,063 | $1.4M |
| Ethic Inc. | 0.04% | Add +17.7% | 3,084 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -4.7% | 3,008 | $1.4M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 2,998 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +77.2% | 2,971 | $1.4M |
| Spinnaker Trust | 0.08% | No change | 2,922 | $1.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -18.2% | 2,906 | $1.3M |
| SRN Advisors, LLC | 1.18% | Reduce -4.0% | 2,904 | $1.3M |
| Schroder Investment Management Group | 0.00% | Reduce -86.3% | 2,877 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Add +3.9% | 2,850 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.3% | 2,829 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -5.8% | 2,798 | $1.3M |
| Panagora Asset Management Inc. | 0.01% | No change | 2,737 | $1.3M |
| Palumbo Wealth Management LLC | 0.49% | Reduce -0.3% | 2,735 | $1.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.35% | Add +9.2% | 2,735 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -66.7% | 2,695 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -23.0% | 2,689 | $1.2M |
| Kentucky Retirement Systems | 0.04% | Reduce -7.7% | 2,650 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -3.5% | 2,623 | $1.2M |
| Radnor Capital Management, LLC | 0.18% | New | 2,610 | $1.2M |
| Integrated Investment Consultants, LLC | 0.26% | Add +24.6% | 2,609 | $1.2M |
| Arkadios Wealth Advisors | 0.07% | Add +19.5% | 2,596 | $1.2M |
| Marshall Financial Group, LLC | 0.28% | Add +1.6% | 2,588 | $1.2M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -3.1% | 2,562 | $1.2M |
| Knollwood Investment Advisory, LLC | 0.13% | No change | 2,550 | $1.2M |
| Tidal Investments LLC | 0.01% | Add +9.0% | 2,535 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +11.4% | 2,534 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.9% | 2,510 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +6.0% | 2,477 | $1.1M |
| Mizuho Securities USA LLC | 0.02% | Reduce -16.2% | 2,467 | $1.1M |
| Swiss Life Asset Management Ltd | 0.01% | Add +33.6% | 2,464 | $1.1M |
| Burney Co./ | 0.04% | Reduce -0.2% | 2,453 | $1.1M |
| Marshall Wace, LLP | 0.00% | New | 2,451 | $1.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +49.4% | 2,445 | $1.1M |
| Legacy Advisors, LLC | 0.12% | Add +2.7% | 2,442 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -20.1% | 2,426 | $1.1M |
| Connable Office Inc. | 0.11% | No change | 2,390 | $1.1M |
| Hartford Investment Management Co. | 0.04% | Reduce -2.3% | 2,389 | $1.1M |
| Profit Investment Management, LLC | 0.85% | Reduce -11.9% | 2,349 | $1.1M |
| McDonald Partners LLC | 0.27% | Add +7.1% | 2,343 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +37.1% | 2,332 | $1.1M |
| Palisade Asset Management, LLC | 0.10% | Add +20.8% | 2,325 | $1.1M |
| Advisory Services Network, LLC | 0.02% | No change | 2,613 | $1.1M |
| Blair William & Co. | 0.00% | Add +5.6% | 2,312 | $1.1M |
| nVerses Capital, LLC | 0.48% | New | 2,300 | $1.1M |
| D.B. Root & Company, LLC | 0.34% | Reduce -10.5% | 2,267 | $1.0M |
| Ieq Capital, LLC | 0.01% | Add +6.3% | 2,265 | $1.0M |
| Gabelli Funds LLC | 0.01% | Add +104.5% | 2,250 | $1.0M |
| Henshaw Capital LLC | 0.04% | Add +0.2% | 2,230 | $1.0M |
| Trail Ridge Investment Advisors, LLC | 0.49% | No change | 2,200 | $1.0M |
| Argent Capital Management LLC | 0.03% | No change | 2,200 | $1.0M |
| Securian Asset Management, Inc. | 0.03% | No change | 2,188 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +6.0% | 2,177 | $1.0M |
| Institute for Wealth Management, LLC. | 0.13% | Add +19.6% | 2,176 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -26.2% | 2,173 | $999K |
| Dakota Wealth Management | 0.02% | Add +18.2% | 2,172 | $999K |
| Fiduciary Trust Co | 0.01% | Reduce -0.1% | 2,170 | $998K |
| First Financial Bank - Trust Division | 0.09% | Add +2.4% | 2,166 | $996K |
| Rakuten Investment Management, Inc. | 0.01% | Add +32.8% | 2,156 | $989K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -19.4% | 2,118 | $974K |
| Kintegral Advisory, LLC | 0.09% | Reduce -1.3% | 2,115 | $973K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.5% | 2,100 | $966K |
| Cwm, LLC | 0.00% | Add +17.8% | 2,075 | $954K |
| BKM Wealth Management, LLC | 0.39% | Add +3.0% | 2,071 | $952K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.9% | 2,039 | $938K |
| Formidable Asset Management, LLC | 0.15% | Reduce -23.4% | 2,018 | $928K |
| Manchester Capital Management LLC | 0.11% | Add +0.1% | 1,996 | $918K |
| Integrated Wealth Concepts LLC | 0.01% | Add +31.0% | 1,995 | $917K |
| Assenagon Asset Management S.A. | 0.00% | Add +21.5% | 1,989 | $915K |
| Keybank National Association | 0.00% | Reduce -6.5% | 1,971 | $906K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.1% | 1,969 | $905K |
| Diversified Trust Co. | 0.02% | Reduce -0.4% | 1,964 | $903K |
| Valmark Advisers, Inc. | 0.01% | Add +0.3% | 1,921 | $883K |
| New Mexico Educational Retirement Board | 0.03% | No change | 1,900 | $874K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -65.9% | 1,880 | $869K |
| Mitchell & Pahl Private Wealth, LLC | 0.40% | Add +2.0% | 1,861 | $856K |
| Capstone Investment Advisors, LLC | 0.03% | Reduce -17.1% | 1,846 | $849K |
| Glenmede Trust Co. NA | 0.00% | Reduce -9.8% | 1,822 | $838K |
| Klein Pavlis & Peasley Financial, Inc. | 0.67% | Add +2.7% | 1,818 | $836K |
| Wealthfront Advisers LLC | 0.00% | Add +2.1% | 1,818 | $836K |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 1,793 | $825K |
| SkyView Investment Advisors, LLC | 0.14% | Add +2.9% | 1,774 | $816K |
| Chicago Capital, LLC | 0.02% | No change | 1,771 | $814K |
| Focus Partners Wealth | 0.00% | Reduce -43.5% | 1,758 | $809K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +15.2% | 1,742 | $801K |
| Nicholson Wealth Management Group, LLC | 0.65% | — | 1,727 | $794K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.2% | 1,712 | $787K |
| Alliance Wealth Advisors, LLC | 0.20% | Add +9.1% | 1,696 | $780K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -42.8% | 1,685 | $775K |
| Axq Capital, LP | 0.23% | Reduce -21.8% | 1,673 | $769K |
| Cornercap Investment Counsel Inc. | 0.23% | Reduce -30.6% | 1,671 | $768K |
| GAMCO Investors | 0.01% | Add +198.2% | 1,655 | $761K |
| Northwest Investment Counselors, LLC | 0.17% | Reduce -2.4% | 1,652 | $760K |
| J. W. Coons Advisors, LLC | 0.14% | Add +7.2% | 1,645 | $756K |
| Fifth Third Bancorp | 0.00% | Add +38.1% | 1,615 | $743K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.1% | 1,603 | $737K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 1,600 | $736K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +62.4% | 1,600 | $736K |
| Park Avenue Securities LLC | 0.01% | Reduce -2.0% | 1,589 | $731K |
| Capital Investment Services of America, Inc. | 0.07% | Reduce -1.3% | 1,573 | $723K |
| CIBC Private Wealth Group LLC | 0.00% | Add +27.3% | 1,571 | $722K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -84.4% | 1,559 | $716K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -6.5% | 1,550 | $713K |
| Norinchukin Bank, The | 0.02% | Add +15.7% | 1,548 | $712K |
| Central Pacific Bank - Trust Division | 0.09% | Reduce -59.6% | 1,540 | $708K |
| Cerro Pacific Wealth Advisors LLC | 0.27% | No change | 1,734 | $708K |
| Benjamin Edwards Inc. | 0.01% | New | 1,529 | $704K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 1,520 | $699K |
| Anchor Capital Advisors LLC | 0.02% | No change | 1,500 | $690K |
| Petrus Trust Company, LTA | 0.07% | Add +24.2% | 1,499 | $689K |
| Wolverine Trading, LLC | 0.02% | Reduce -43.4% | 1,489 | $683K |
| FourThought Financial Partners, LLC | 0.08% | Add +1.0% | 1,478 | $680K |
| Engineers Gate Manager LP | 0.01% | Add +80.0% | 1,458 | $670K |
| Texas Yale Capital Corp. | 0.03% | No change | 1,455 | $669K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.0% | 1,454 | $669K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 1,454 | $669K |
| PGGM Investments | 0.01% | Reduce -73.6% | 1,444 | $664K |
| Fox Run Management, L.L.C. | 0.15% | New | 1,439 | $662K |
| Conestoga Capital Advisors, LLC | 0.01% | Reduce -2.5% | 1,437 | $661K |
| Cibc World Market Inc. | 0.00% | Add +32.4% | 1,368 | $629K |
| Jones Financial Companies LLLP | 0.00% | Add +380.3% | 1,364 | $626K |
| Scientech Research LLC | 0.12% | Reduce -54.1% | 1,360 | $625K |
| Gen-Wealth Partners Inc | 0.27% | Add +67.0% | 1,368 | $621K |
| Synovus Financial Corp. | 0.01% | Add +92.8% | 1,336 | $614K |
| Argent Trust Co | 0.03% | Add +1.7% | 1,334 | $613K |
| HighPoint Advisor Group LLC | 0.04% | Add +23.1% | 1,333 | $613K |
| Vontobel Holding Ltd. | 0.00% | Add +10.4% | 1,323 | $608K |
| Mattern Wealth Management LLC | 0.13% | Reduce -10.1% | 1,295 | $596K |
| HM Payson & Co. | 0.01% | Add +13.3% | 1,289 | $593K |
| Dividend Assets Capital, LLC | 0.11% | Reduce -0.5% | 1,285 | $591K |
| FJ Capital Management LLC | 0.06% | New | 1,282 | $590K |
| GYL Financial Synergies, LLC | 0.04% | Reduce -0.4% | 1,249 | $574K |
| Nilsine Partners, LLC | 0.07% | Reduce -8.7% | 1,222 | $562K |
| Investment Management Corp of Ontario | 0.01% | Add +32.8% | 1,214 | $558K |
| Avior Wealth Management, LLC | 0.02% | Reduce -11.9% | 1,209 | $556K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.7% | 1,205 | $554K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +0.3% | 1,202 | $553K |
| Quantum Private Wealth, LLC | 0.19% | No change | 1,202 | $553K |
| Baker Tilly Wealth Management, LLC | 0.24% | Reduce -4.3% | 1,198 | $551K |
| D.A. Davidson & Co. | 0.00% | Add +1.4% | 1,191 | $548K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.8% | 1,190 | $547K |
| Gibbs Wealth Management | 0.18% | Add +56.3% | 1,186 | $545K |
| CoreCap Advisors, LLC | 0.03% | New | 1,175 | $540K |
| Wesbanco Bank Inc. | 0.02% | Reduce -2.5% | 1,152 | $530K |
| Provident Investment Management, Inc. | 0.05% | Add +4.5% | 1,144 | $526K |
| Summit Financial, LLC | 0.02% | Reduce -11.3% | 1,134 | $521K |
| QRG Capital Management, Inc. | 0.01% | Add +6.5% | 1,127 | $518K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -8.4% | 1,126 | $518K |
| Sage Private Wealth Group, LLC | 0.41% | Add +3.4% | 1,123 | $517K |
| Lindenwold Advisors, INC | 0.26% | Add +0.5% | 1,105 | $508K |
| LMCG Investments, LLC | 0.03% | No change | 1,093 | $503K |
| V-Square Quantitative Management LLC | 0.07% | Add +1.7% | 1,076 | $495K |
| KFG Wealth Management, LLC | 0.11% | Add +5.8% | 1,067 | $491K |
| Applied Finance Capital Management, LLC | 0.02% | Reduce -10.3% | 1,057 | $486K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +5.1% | 1,050 | $483K |
| Ninety One SA (Pty) Ltd | 0.11% | Reduce -36.7% | 1,047 | $481K |
| Hurlow Wealth Management Group, Inc. | 0.15% | No change | 1,019 | $469K |
| Financial Advocates Investment Management | 0.03% | Add +6.3% | 1,013 | $466K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,012 | $465K |
| Ashton Thomas Securities, LLC | 0.09% | Add +17.8% | 1,011 | $465K |
| Composition Wealth, LLC | 0.01% | Add +0.7% | 1,007 | $463K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -8.3% | 991 | $456K |
| Alhambra Investment Management LLC | 0.24% | No change | 990 | $455K |
| GTS Securities LLC | 0.01% | Reduce -54.3% | 990 | $455K |
| National Philanthropic Trust | 0.01% | No change | 990 | $455K |
| Bridgefront Capital, LLC | 0.17% | Reduce -36.6% | 986 | $453K |
| Ballentine Partners, LLC | 0.01% | Add +2.1% | 986 | $453K |
| Silver Lake Advisory, LLC | 0.10% | No change | 981 | $451K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -2.1% | 978 | $450K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.0% | 971 | $447K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 971 | $447K |
| Covenant Partners, LLC | 0.13% | Add +9.6% | 968 | $445K |
| Roberts Glore & Co. Inc. | 0.13% | Reduce -1.3% | 962 | $442K |
| Raymond James Trust N.A. | 0.01% | Add +2.3% | 948 | $436K |
| West Coast Financial LLC | 0.05% | Reduce -27.4% | 942 | $433K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -1.8% | 942 | $433K |
| Certuity, LLC | 0.05% | Reduce -17.7% | 936 | $431K |
| Vinva Investment Management Ltd | 0.02% | Add +74.1% | 933 | $428K |
| ING Groep NV | 0.00% | New | 917 | $422K |
| Empirical Finance, LLC | 0.02% | Add +5.0% | 915 | $421K |
| Summit Trail Advisors, LLC | 0.01% | New | 907 | $417K |
| First Trust Direct Indexing L.P. | 0.02% | Add +0.1% | 905 | $416K |
| MAI Capital Management | 0.00% | Reduce -30.8% | 886 | $407K |
| Harbor Investment Advisory, LLC | 0.04% | Add +12.1% | 881 | $405K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 877 | $403K |
| Shepherd Financial Partners LLC | 0.05% | Reduce -7.9% | 877 | $403K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -19.9% | 866 | $398K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 864 | $397K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -0.1% | 856 | $394K |
| Haverford Trust Co | 0.00% | Add +4.5% | 852 | $392K |
| Verity & Verity, LLC | 0.04% | Add +12.0% | 847 | $389K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +1.4% | 846 | $389K |
| Belpointe Asset Management LLC | 0.02% | Add +36.1% | 833 | $383K |
| Apeiron RIA LLC | 0.11% | Add +4.4% | 831 | $382K |
| Signal Advisors Wealth, LLC | 0.05% | New | 830 | $382K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -56.2% | 828 | $381K |
| Guggenheim Capital LLC | 0.00% | Reduce -5.2% | 820 | $377K |
| Mutual Advisors, LLC | 0.01% | Add +9.8% | 817 | $373K |
| IHT Wealth Management, LLC | 0.01% | Add +19.7% | 802 | $368K |
| Alps Advisors Inc. | 0.00% | Add +9.9% | 797 | $367K |
| EP Wealth Advisors, LLC | 0.00% | New | 791 | $364K |
| Outlook Wealth Advisors, LLC | 0.10% | Add +9.9% | 788 | $362K |
| Baldwin Wealth Partners LLC | 0.02% | Add +1296.4% | 782 | $360K |
| Koshinski Asset Management, Inc. | 0.03% | Add +26.6% | 776 | $357K |
| Aureus Asset Management, LLC | 0.02% | Reduce -20.5% | 775 | $356K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.8% | 773 | $355K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -2.8% | 773 | $355K |
| GAMMA Investing LLC | 0.04% | Add +7.3% | 768 | $353K |
| Empowered Funds, LLC | 0.01% | No change | 762 | $350K |
| Wallace Advisory Group, LLC | 0.26% | Reduce -0.9% | 858 | $350K |
| Rockland Trust Co. | 0.02% | Reduce -13.5% | 758 | $349K |
| Perpetual Ltd | 0.00% | Add +44.6% | 755 | $347K |
| Curated Wealth Partners LLC | 0.04% | No change | 751 | $345K |
| Mgo One Seven LLC | 0.01% | Reduce -8.2% | 743 | $342K |
| Seven Eight Capital, LP | 0.03% | Add +18.2% | 740 | $340K |
| Strategy Asset Managers LLC | 0.06% | Add +8.3% | 735 | $338K |
| Leavell Investment Management, Inc. | 0.02% | No change | 731 | $336K |
| Lafayette Investments, Inc. | 0.07% | Add +9.6% | 729 | $335K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.1% | 727 | $334K |
| MBB Public Markets I LLC | 0.03% | Reduce -74.3% | 720 | $331K |
| Kolinsky Wealth Management, LLC | 0.21% | Add +0.1% | 716 | $329K |
| Andina Capital Management, LLC | 0.25% | Add +3.8% | 715 | $329K |
| Bleakley Financial Group, LLC | 0.01% | Add +2.9% | 713 | $328K |
| Freedom Investment Management, Inc. | 0.03% | Add +1.6% | 706 | $325K |
| Precision Wealth Strategies, LLC | 0.30% | Add +0.6% | 703 | $323K |
| Vestcor Inc | 0.01% | No change | 702 | $323K |
| Parsons Capital Management Inc. | 0.02% | Reduce -6.7% | 700 | $322K |
| Meridian Wealth Management, LLC | 0.02% | New | 698 | $321K |
| Apella Capital, LLC | 0.01% | Reduce -0.4% | 700 | $320K |
| Brady Family Wealth, LLC | 0.10% | Reduce -4.2% | 693 | $319K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -6.8% | 686 | $315K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 686 | $315K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -4.1% | 681 | $313K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 672 | $309K |
| Rowlandmiller & Partners.adv | 0.06% | No change | 670 | $308K |
| Intrust Bank NA | 0.03% | Reduce -5.4% | 670 | $308K |
| Legacy Wealth Asset Management, LLC | 0.08% | Add +1.5% | 668 | $307K |
| Stevens Capital Management LP | 0.04% | Reduce -80.7% | 664 | $305K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -15.2% | 660 | $304K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | New | 661 | $304K |
| Berkshire Asset Management LLC | 0.01% | No change | 723 | $295K |
| Angeles Wealth Management, LLC | 0.03% | New | 641 | $295K |
| Seelaus Asset Management LLC | 0.28% | No change | 640 | $294K |
| Stokes Capital Advisors, LLC | 0.08% | Reduce -18.0% | 639 | $294K |
| KCM Investment Advisors LLC | 0.01% | No change | 639 | $294K |
| Diversified, LLC | 0.03% | Reduce -0.2% | 637 | $293K |
| Diversified Enterprises, LLC | 0.03% | — | 637 | $293K |
| Leonteq Securities AG | 0.03% | New | 636 | $292K |
| Gotham Asset Management | 0.00% | Reduce -80.7% | 633 | $291K |
| Oak Thistle LLC | 0.09% | Reduce -21.1% | 631 | $290K |
| Dumont & Blake Investment Advisors LLC | 0.08% | Reduce -53.6% | 630 | $290K |
| Pine Haven Investment Counsel, Inc | 0.23% | No change | 625 | $287K |
| Bennett Selby Investments LP | 0.12% | No change | 622 | $286K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -1.8% | 618 | $284K |
| Larson Financial Group LLC | 0.02% | Add +38.0% | 617 | $284K |
| Versant Capital Management, Inc | 0.06% | No change | 612 | $281K |
| Seeds Investor LLC | 0.11% | Reduce -19.7% | 612 | $281K |
| Profund Advisors LLC | 0.01% | Add +5.8% | 604 | $278K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -2.1% | 601 | $276K |
| EntryPoint Capital, LLC | 0.16% | Reduce -8.7% | 600 | $276K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 598 | $275K |
| Paces Ferry Wealth Advisors, LLC | 0.16% | Reduce -2.8% | 590 | $271K |
| Choreo, LLC | 0.00% | Add +17.6% | 594 | $270K |
| AdvisorNet Financial, Inc | 0.02% | Add +11460.0% | 578 | $266K |
| Martin Investment Management, LLC | 0.06% | No change | 575 | $264K |
| DoubleLine ETF Adviser LP | 0.06% | Reduce -8.6% | 575 | $264K |
| AMG National Trust Bank | 0.01% | Reduce -50.0% | 575 | $264K |
| Wellington Management Group LLP | 0.00% | Reduce -25.7% | 575 | $264K |
| Hall Laurie J Trustee | 0.08% | No change | 575 | $264K |
| Security Financial Services, INC. | 0.05% | New | 566 | $260K |
| Capula Management Ltd | 0.00% | Reduce -44.5% | 566 | $260K |
| Phillips Wealth Planners LLC | 0.25% | Add +2.4% | 553 | $260K |
| Caprock Group, LLC | 0.01% | Reduce -14.6% | 558 | $257K |
| Dean Investment Associates, LLC | 0.03% | Reduce -2.1% | 554 | $255K |
| PFG Investments, LLC | 0.02% | Reduce -0.4% | 551 | $253K |
| Blue Barn Wealth, LLC | 0.13% | Add +3.5% | 539 | $248K |
| Everpar Advisors LLC | 0.13% | Reduce -36.4% | 538 | $247K |
| Bessemer Group Inc. | 0.00% | Add +89.1% | 537 | $247K |
| M3 Advisory Group, LLC | 0.18% | New | 532 | $245K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +3.1% | 531 | $244K |
| NEOS Investment Management LLC | 0.01% | No change | 530 | $244K |
| Pinnacle Associates Ltd. | 0.00% | New | 507 | $242K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 525 | $241K |
| Baron Wealth Management LLC | 0.12% | Add +2.0% | 521 | $240K |
| Glenview Trust Co | 0.00% | Reduce -0.4% | 518 | $238K |
| Savant Capital, LLC | 0.00% | New | 516 | $237K |
| Horizon Investments, LLC | 0.01% | Reduce -6.5% | 516 | $237K |
| Motley Fool Asset Management LLC | 0.01% | Reduce -8.4% | 521 | $237K |
| Woodline Partners LP | 0.00% | Reduce -39.1% | 514 | $236K |
| Intrua Financial, LLC | 0.04% | Reduce -7.6% | 510 | $234K |
| iSAM Funds (UK) Ltd | 0.13% | Reduce -74.1% | 509 | $234K |
| Farther Finance Advisors, LLC | 0.01% | Add +21.3% | 501 | $230K |
| Journey Strategic Wealth LLC | 0.01% | New | 501 | $230K |
| Blue Edge Capital, LLC | 0.04% | No change | 500 | $230K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 500 | $230K |
| Middleton & Co. Inc. | 0.03% | No change | 500 | $230K |
| Tilia Fiduciary Partners, Inc. | 0.16% | No change | 494 | $227K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -23.3% | 490 | $225K |
| Claret Asset Management Corp | 0.04% | New | 488 | $224K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 486 | $224K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 485 | $223K |
| Dark Forest Capital Management LP | 0.03% | New | 483 | $222K |
| Perissos Private Wealth Management, LLC | 0.18% | New | 479 | $220K |
| Diversify Wealth Management, LLC | 0.02% | New | 475 | $220K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 473 | $218K |
| Buckingham Capital Management, Inc. | 0.02% | New | 470 | $216K |
| Drive Wealth Management, LLC | 0.06% | New | 465 | $214K |
| Vident Advisory, LLC | 0.01% | New | 465 | $214K |
| WMS Partners, LLC | 0.01% | New | 462 | $212K |
| Moneco Advisors, LLC | 0.03% | New | 457 | $210K |
| Tiaa Trust, National Association | 0.00% | Reduce -22.0% | 457 | $210K |
| Wedbush Securities Inc. | 0.01% | Reduce -73.4% | 454 | $209K |
| Focus Financial Network, Inc. | 0.01% | New | 452 | $208K |
| Delta Asset Management LLC | 0.02% | No change | 450 | $207K |
| Tower Bridge Advisors | 0.02% | New | 450 | $207K |
| AlphaQuest LLC | 0.02% | Add +560.3% | 449 | $206K |
| Crestmont Private Wealth LLC | 0.09% | New | 444 | $204K |
| Geller Advisors LLC | 0.01% | New | 443 | $204K |
| Smith Shellnut Wilson LLC | 0.09% | New | 442 | $203K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 442 | $203K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 1,115 | $202K |
| Kenora Financial, LLC | 0.08% | New | 439 | $202K |
| Trust Asset Management LLC | 0.02% | New | 439 | $202K |
| Claro Advisors Inc. | 0.03% | New | 439 | $202K |
| Estabrook Capital Management | 0.03% | No change | 425 | $195K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 411 | $189K |
| CI Investments Inc. | 0.00% | Add +8.8% | 408 | $188K |
| PrairieView Partners, LLC | 0.02% | No change | 400 | $183K |
| Icon Wealth Advisors, LLC | 0.01% | Add +0.8% | 381 | $175K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.3% | 369 | $170K |
| Caldwell Trust Co | 0.02% | No change | 357 | $164K |
| Principal Securities, Inc. | 0.00% | Add +15.4% | 338 | $155K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +810.8% | 337 | $155K |
| Signaturefd, LLC | 0.00% | Reduce -10.9% | 301 | $138K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2.4% | 298 | $137K |
| Huntington National Bank | 0.00% | Add +29.3% | 291 | $134K |
| Tobam | 0.02% | Reduce -18.2% | 269 | $124K |
| Private Trust Co. NA | 0.01% | Reduce -40.5% | 269 | $124K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.9% | 264 | $122K |
| MCF Advisors LLC | 0.01% | Reduce -7.0% | 264 | $121K |
| Mather Group, Llc. | 0.00% | Reduce -53.1% | 263 | $121K |
| Global Retirement Partners, LLC | 0.00% | Add +6.1% | 260 | $120K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 260 | $120K |
| Fourpath Capital Management, LLC | 0.02% | New | 259 | $119K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.6% | 251 | $116K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 242 | $111K |
| Addison Advisors LLC | 0.03% | No change | 225 | $103K |
| Planned Solutions, Inc. | 0.04% | New | 220 | $101K |
| Blue Trust, Inc. | 0.00% | Add +64.0% | 228 | $93K |
| Arax Advisory Partners | 0.01% | Add +1.5% | 202 | $93K |
| Natixis Investment Managers International | 0.01% | No change | 192 | $88K |
| Park Place Capital Corp | 0.02% | Add +6.3% | 187 | $86K |
| WASHINGTON TRUST Co | 0.00% | No change | 185 | $85K |
| Swedbank AB | 0.00% | No change | 185 | $85K |
| International Assets Investment Management, LLC | 0.01% | New | 184 | $85K |
| Atticus Wealth Management, LLC | 0.03% | Reduce -1.1% | 180 | $83K |
| Penserra Capital Management LLC | 0.00% | Add +1.1% | 181 | $82K |
| Smartleaf Asset Management LLC | 0.01% | Add +207.1% | 172 | $79K |
| Continuum Advisory, LLC | 0.01% | Add +5200.0% | 159 | $79K |
| Coastline Trust Co | 0.01% | New | 170 | $78K |
| Brown Brothers Harriman & Co. | 0.00% | Add +10.5% | 169 | $78K |
| Sentry Investment Management LLC | 0.03% | No change | 167 | $77K |
| IFP Advisors, Inc | 0.00% | Add +41.1% | 158 | $73K |
| Bruce G. Allen Investments, LLC | 0.06% | Add +3.3% | 156 | $72K |
| Clean Yield Group | 0.02% | No change | 150 | $69K |
| Hilltop National Bank | 0.02% | No change | 150 | $69K |
| Exchange Traded Concepts, LLC | 0.00% | Add +581.8% | 150 | $69K |
| Quadrant Capital Group LLC | 0.00% | Reduce -9.4% | 144 | $66K |
| Covestor Ltd | 0.04% | Reduce -10.6% | 144 | $66K |
| Lummis Asset Management, LP | 0.08% | No change | 140 | $64K |
| Sandy Spring Bank | 0.00% | Reduce -24.4% | 136 | $63K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -22.6% | 130 | $60K |
| CENTRAL TRUST Co | 0.00% | Add +1.6% | 123 | $56K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -97.7% | 121 | $56K |
| DT Investment Partners, LLC | 0.00% | No change | 120 | $55K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -15.1% | 118 | $54K |
| Allworth Financial LP | 0.00% | Reduce -12.9% | 115 | $53K |
| Trust Co | 0.01% | No change | 108 | $50K |
| GeoWealth Management, LLC | 0.00% | New | 107 | $49K |
| Lazard Asset Management LLC | 0.00% | Add +2.9% | 106 | $48K |
| CVA Family Office, LLC | 0.01% | No change | 104 | $48K |
| Compass Wealth Management LLC | 0.01% | No change | 103 | $47K |
| First Community Trust NA | 0.04% | No change | 100 | $46K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 100 | $46K |
| Ancora Advisors LLC | 0.00% | New | 95 | $44K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -1.1% | 91 | $42K |
| SJS Investment Consulting Inc. | 0.01% | Add +2.3% | 90 | $41K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.6% | 87 | $40K |
| Bogart Wealth, LLC | 0.00% | No change | 81 | $37K |
| Eagle Bay Advisors LLC | 0.01% | No change | 80 | $37K |
| Brooklyn Investment Group | 0.01% | New | 76 | $35K |
| Quent Capital, LLC | 0.00% | Add +1.3% | 76 | $35K |
| Hartford Financial Management Inc. | 0.01% | No change | 75 | $34K |
| Quarry LP | 0.01% | Reduce -51.3% | 74 | $34K |
| Earned Wealth Advisors, LLC | 0.01% | New | 74 | $34K |
| Clearstead Advisors, LLC | 0.00% | Reduce -17.1% | 73 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 70 | $32K |
| Motco | 0.00% | No change | 67 | $31K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 65 | $30K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 64 | $29K |
| Smithfield Trust Co | 0.00% | No change | 62 | $29K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 60 | $28K |
| LGT Financial Advisors LLC | 0.06% | No change | 57 | $26K |
| Catalyst Capital Advisors LLC | 0.00% | New | 56 | $26K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 63 | $26K |
| Riverview Trust Co | 0.02% | Reduce -20.6% | 54 | $25K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 52 | $24K |
| Nvwm, LLC | 0.01% | Add +13.3% | 51 | $23K |
| Caitlin John, LLC | 0.01% | New | 47 | $23K |
| First United Bank & Trust | 0.01% | No change | 50 | $23K |
| Thompson Investment Management, Inc. | 0.00% | No change | 48 | $22K |
| MV Capital Management, Inc. | 0.00% | Reduce -6.4% | 44 | $20K |
| GoalVest Advisory LLC | 0.01% | No change | 44 | $20K |
| Western Pacific Wealth Management, LP | 0.01% | New | 42 | $19K |
| Beacon Capital Management, LLC | 0.00% | Add +600.0% | 42 | $19K |
| Arrow Financial Corp | 0.00% | No change | 41 | $19K |
| Colonial Trust Co / SC | 0.00% | No change | 38 | $17K |
| WR Wealth Planners, LLC | 0.00% | Add +27.6% | 37 | $17K |
| Centerpoint Advisors, LLC | 0.01% | No change | 37 | $17K |
| Hemington Wealth Management | 0.00% | New | 38 | $17K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 35 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -24.4% | 34 | $16K |
| Operose Advisors LLC | 0.01% | No change | 34 | $16K |
| Trust Co. of Vermont | 0.00% | New | 34 | $16K |
| Towne Trust Company, N.A | 0.01% | No change | 33 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 33 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Add +266.7% | 33 | $15K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 32 | $15K |
| TD Private Client Wealth LLC | 0.00% | Reduce -23.8% | 32 | $15K |
| Key Financial Inc | 0.00% | No change | 30 | $14K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 29 | $13K |
| Piscataqua Savings Bank | 0.01% | No change | 29 | $13K |
| West Branch Capital LLC | 0.00% | No change | 28 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | New | 28 | $13K |
| Stephens Consulting, LLC | 0.00% | Reduce -18.2% | 27 | $12K |
| Johnson Financial Group, Inc. | 0.00% | No change | 27 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 26 | $12K |
| Darwin Wealth Management, LLC | 0.00% | New | 24 | $11K |
| GW&K Investment Management, LLC | 0.00% | Add +38.9% | 25 | $11K |
| Bfsg, LLC | 0.00% | No change | 23 | $11K |
| Assetmark, Inc. | 0.00% | Reduce -34.3% | 23 | $11K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -4.3% | 22 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -99.2% | 22 | $10K |
| Archer Investment Corp | 0.00% | New | 21 | $10K |
| Rakuten Securities, Inc. | 0.00% | New | 20 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 20 | $9K |
| Lindbrook Capital, LLC | 0.00% | Reduce -52.4% | 20 | $9K |
| UMB Bank, n.a. | 0.00% | Reduce -71.2% | 19 | $9K |
| True Wealth Design, LLC | 0.00% | New | 17 | $8K |
| Tucker Asset Management LLC | 0.00% | No change | 17 | $8K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 16 | $7K |
| LRI Investments, LLC | 0.00% | Reduce -33.3% | 14 | $7K |
| Keener Financial Planning LLC | 0.00% | No change | 17 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 16 | $7K |
| First PREMIER Bank | 0.00% | No change | 15 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 14 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 14 | $6K |
| Centennial Bank | 0.00% | No change | 13 | $6K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 11 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 12 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 10 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 10 | $5K |
| Country Trust Bank | 0.00% | No change | 10 | $5K |
| Copley Financial Group, Inc. | 0.00% | — | 9 | $4K |
| Northwest Capital Management Inc | 0.00% | No change | 9 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -25.0% | 9 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 8 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 8 | $4K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 8 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 8 | $4K |
| Montag A & Associates Inc. | 0.00% | No change | 8 | $4K |
| Dunhill Financial, LLC | 0.00% | Add +100.0% | 8 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 7 | $3K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 7 | $3K |
| City State Bank | 0.00% | No change | 7 | $3K |
| First Pacific Financial | 0.00% | Reduce -22.2% | 7 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 8 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 6 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 6 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 6 | $3K |
| Burkett Financial Services, LLC | 0.00% | New | 6 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 6 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 6 | $3K |
| American National Bank & Trust | 0.00% | Reduce -97.5% | 6 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -92.2% | 5 | $2K |
| Chilton Capital Management LLC | 0.00% | No change | 5 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 5 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| Valley National Advisers Inc. | 0.00% | Reduce -88.7% | 6 | $2K |
| Painted Porch Advisors LLC | 0.00% | No change | 4 | $2K |
| Granite FO 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 |
| Highline Wealth Partners LLC | 0.00% | No change | 3 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.4% | 1 | $1K |
| PSI Advisors, LLC | 0.00% | No change | 2 | $920 |
| Proffitt & Goodson Inc. | 0.00% | New | 2 | $920 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 2 | $920 |
| West Paces Advisors Inc. | 0.00% | No change | 2 | $920 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 1 | $460 |
| Voisard Asset Management Group, Inc. | 0.00% | New | 1 | $460 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $460 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $460 |
| Zions Bancorporation, N.A. | 0.00% | No change | 1 | $460 |
| Bokf, NA | 0.00% | New | 1 | $459 |
| Plato Investment Management Ltd | 0.00% | New | 1 | $459 |
| Y.D. More Investments Ltd | 0.00% | Add +5.0% | 21 | $26 |
| Avion Wealth | 0.00% | New | 2 | $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.