Factset Research SystemsFDS
13F holders, Q4 2024 (December 31)846holders +15
49new positions
70sold out
10famous investors
$479.97avg. 13F price*
At the end of Q4 2024, 846 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, up 15 from Q3 2024. 49 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.7B) and Baron Capital (BAMCO) ($1.1B). 10 famous investors held it, including Ron Baron (2.9% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $130.5M |
| Exits | 70 | $134.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,413,108 shares bought and 1,664,568 shares sold, net −251,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 846 holders
| Vanguard Group Inc. | 0.04% | Add +0.0% | 4,657,480 | $2.2B |
| BlackRock, Inc. | 0.03% | Reduce -0.5% | 3,486,119 | $1.7B |
| Baron Capital (BAMCO) | 2.92% | Reduce -4.9% | 2,355,611 | $1.1B |
| State Street Corp. | 0.04% | Add +0.8% | 1,946,800 | $935.0M |
| Morgan Stanley | 0.06% | Reduce -2.4% | 1,782,346 | $856.0M |
| Loomis Sayles & Co. L P | 0.91% | Reduce -3.3% | 1,502,324 | $721.5M |
| Wells Fargo & Company | 0.16% | Reduce -2.4% | 1,411,855 | $678.1M |
| Kayne Anderson Rudnick Investment Management LLC | 1.37% | Reduce -1.6% | 1,238,522 | $594.8M |
| Ninety One UK Ltd | 1.56% | Reduce -2.1% | 1,210,882 | $581.6M |
| Geode Capital Management, LLC | 0.04% | Add +9.4% | 1,096,592 | $527.4M |
| Bank of America Corp. | 0.02% | Reduce -9.7% | 541,261 | $260.0M |
| JPMorgan Chase & Co. | 0.02% | Add +1.6% | 501,068 | $240.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.23% | Add +3.4% | 505,587 | $240.2M |
| Citadel Advisors | 0.21% | Add +42.5% | 467,839 | $224.7M |
| Invesco Ltd. | 0.04% | Add +17.2% | 456,149 | $219.1M |
| Northern Trust Corp. | 0.03% | Add +13.8% | 398,180 | $191.2M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -5.3% | 389,896 | $187.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.4% | 382,434 | $183.7M |
| Amundi | 0.06% | Reduce -8.1% | 370,042 | $170.5M |
| Nordea Investment Management AB | 0.17% | Add +21.0% | 340,494 | $164.7M |
| Champlain Investment Partners, LLC | 1.01% | Reduce -6.1% | 332,207 | $159.6M |
| Boston Trust Walden Corp | 1.02% | Add +1.8% | 301,614 | $144.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +16.8% | 297,822 | $143.0M |
| PineStone Asset Management Inc. | 1.32% | Add +7.0% | 293,088 | $140.8M |
| Legal & General Group Plc | 0.04% | Reduce -0.2% | 285,796 | $137.3M |
| Fiera Capital Corp | 0.43% | Reduce -2.0% | 285,443 | $137.1M |
| Bank of New York Mellon Corp | 0.02% | Add +11.2% | 276,779 | $132.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +4.1% | 263,495 | $126.6M |
| Macquarie Group Ltd. | 0.15% | Reduce -4.5% | 264,284 | $125.9M |
| Tandem Investment Advisors, Inc. | 4.44% | Reduce -0.9% | 244,411 | $117.4M |
| Congress Asset Management Co. | 0.75% | Reduce -7.0% | 230,798 | $110.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +16.5% | 222,647 | $106.9M |
| Deutsche Bank AG | 0.03% | Add +17.9% | 177,379 | $85.2M |
| American Capital Management Inc. | 3.11% | Reduce -6.0% | 173,993 | $83.6M |
| California Public Employees Retirement System | 0.06% | Reduce -1.4% | 171,187 | $82.2M |
| UBS Group AG | 0.02% | Add +15.4% | 159,571 | $76.6M |
| Everett Harris & Co. | 0.91% | Add +0.9% | 149,839 | $72.0M |
| Voloridge Investment Management, LLC | 0.24% | Reduce -22.2% | 144,135 | $69.2M |
| Raymond James Financial Inc. | 0.03% | — | 143,932 | $69.1M |
| Point72 Asset Management | 0.19% | New | 138,186 | $66.4M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -3.9% | 125,490 | $60.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.5% | 121,867 | $58.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.4% | 121,115 | $58.2M |
| Royal London Asset Management Ltd. | 0.14% | Reduce -2.8% | 119,376 | $57.3M |
| Markel Group | 0.49% | No change | 116,720 | $56.1M |
| Royal Bank of Canada | 0.01% | Reduce -12.2% | 113,022 | $54.3M |
| HSBC Holdings PLC | 0.03% | Add +48.9% | 105,496 | $50.8M |
| Natixis Advisors, LLC | 0.09% | Reduce -14.6% | 103,352 | $49.6M |
| Barclays PLC | 0.02% | Add +8.0% | 98,930 | $47.5M |
| HighTower Advisors, LLC | 0.06% | Reduce -3.9% | 93,859 | $45.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +5.2% | 88,485 | $42.5M |
| Meridiem Capital Partners LP | 3.88% | — | 85,868 | $41.2M |
| FMR LLC | 0.00% | Add +6.4% | 82,381 | $39.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | — | 81,793 | $39.3M |
| BNP Paribas Financial Markets | 0.03% | Add +94.8% | 81,364 | $39.1M |
| Rhumbline Advisers | 0.03% | Reduce -3.7% | 78,946 | $37.9M |
| LPL Financial LLC | 0.01% | Add +6.0% | 75,986 | $36.5M |
| Aberdeen Group plc | 0.07% | Reduce -4.5% | 75,076 | $36.2M |
| Susquehanna International Group, LLP | 0.05% | Add +372.1% | 74,559 | $35.8M |
| Dundas Partners LLP | 2.51% | No change | 74,556 | $35.8M |
| Sei Investments Co. | 0.04% | Add +2.5% | 71,515 | $34.3M |
| Millennium Management | 0.03% | Add +24.2% | 69,609 | $33.4M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.51% | — | 66,576 | $32.0M |
| Copeland Capital Management, LLC | 0.59% | Reduce -1.8% | 66,054 | $31.7M |
| Earnest Partners LLC | 0.14% | Reduce -10.6% | 65,565 | $31.5M |
| Ninety One North America, Inc. | 1.90% | Reduce -4.0% | 64,043 | $30.8M |
| California State Teachers Retirement System | 0.03% | Add +5.7% | 61,364 | $29.5M |
| National Pension Service | 0.03% | Reduce -6.7% | 60,178 | $28.9M |
| Willis Investment Counsel | 1.83% | Add +38.9% | 58,210 | $28.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -62.4% | 55,296 | $26.6M |
| Bank of Montreal | 0.01% | Add +26.7% | 53,049 | $25.5M |
| Principal Financial Group Inc. | 0.01% | Add +2.8% | 50,166 | $24.1M |
| Saybrook Capital | 6.26% | Add +0.9% | 48,762 | $23.4M |
| Fisher Asset Management | 0.01% | Add +89.7% | 47,783 | $22.9M |
| Verition Fund Management LLC | 0.12% | Add +264.0% | 46,662 | $22.4M |
| Stifel Financial Corp. | 0.02% | Add +4.3% | 44,746 | $21.5M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.18% | Reduce -1.5% | 44,186 | $21.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -11.0% | 40,743 | $19.6M |
| Citigroup Inc. | 0.02% | Add +26.6% | 38,644 | $18.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -11.5% | 37,927 | $18.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +1.0% | 37,160 | $17.8M |
| Heron Bay Capital Management | 3.72% | Reduce -5.2% | 37,078 | $17.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +14.3% | 34,580 | $16.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | New | 35,000 | $16.8M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -7.2% | 34,700 | $16.7M |
| Man Group plc | 0.05% | Add +4.5% | 34,480 | $16.6M |
| State of Michigan Retirement System | 0.08% | No change | 33,635 | $16.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -11.1% | 32,710 | $15.7M |
| Marks Group Wealth Management, Inc | 1.49% | Reduce -0.8% | 31,565 | $15.2M |
| Bath Savings Trust Co | 1.54% | Reduce -0.7% | 31,522 | $15.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +133.6% | 31,300 | $15.0M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -24.4% | 31,272 | $15.0M |
| National Bank of Canada | 0.02% | Add +10.5% | 31,219 | $15.0M |
| Wendell David Associates Inc. | 1.42% | Reduce -2.3% | 29,977 | $14.4M |
| Running Oak Capital LLC | 1.88% | Add +4.7% | 29,910 | $14.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -1.9% | 29,863 | $14.3M |
| AQR Capital Management | 0.02% | Reduce -44.2% | 28,447 | $13.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -6.0% | 27,865 | $13.4M |
| CW Advisors, LLC | 0.18% | Reduce -1.9% | 27,764 | $13.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.9% | 27,695 | $13.3M |
| &partners | 0.16% | Add +105.1% | 27,740 | $13.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -12.4% | 26,949 | $12.9M |
| Voya Investment Management LLC | 0.02% | Add +36.5% | 26,868 | $12.9M |
| Canoe Financial LP | 0.20% | Add +7.2% | 25,655 | $12.3M |
| APG Asset Management N.V. | 0.03% | Add +381.8% | 26,500 | $12.3M |
| Townsquare Capital LLC | 0.14% | Add +5.6% | 25,371 | $12.2M |
| Norges Bank | 0.00% | Reduce -6.2% | 25,260 | $12.1M |
| State of Wisconsin Investment Board | 0.03% | Reduce -2.1% | 25,130 | $12.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -4.8% | 24,686 | $11.9M |
| Moran Wealth Management, LLC | 0.38% | Add +2.8% | 24,510 | $11.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -8.4% | 24,391 | $11.7M |
| Kennedy Capital Management LLC | 0.26% | Reduce -2.4% | 24,111 | $11.6M |
| Mediolanum International Funds Ltd | 0.15% | Add +35.5% | 23,718 | $11.4M |
| Susquehanna Fundamental Investments, LLC | 0.19% | — | 23,748 | $11.4M |
| Point72 Europe (London) LLP | 0.65% | Add +42.1% | 23,300 | $11.2M |
| Truist Financial Corp. | 0.02% | Reduce -1.9% | 23,105 | $11.1M |
| Aviva PLC | 0.03% | Reduce -72.7% | 22,922 | $11.0M |
| Pictet Asset Management Holding SA | 0.01% | Add +12.9% | 22,856 | $11.0M |
| TD Asset Management Inc | 0.01% | Add +0.9% | 22,758 | $10.9M |
| Danske Bank A/S | 0.03% | Add +23.2% | 22,495 | $10.8M |
| Hantz Financial Services, Inc. | 0.18% | Reduce -3.6% | 21,092 | $10.1M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -1.9% | 21,089 | $10.1M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -9.5% | 21,054 | $10.1M |
| JGP Wealth Management, LLC | 1.29% | Add +1.3% | 20,813 | $10.0M |
| Franklin Resources Inc. | 0.00% | Add +68.7% | 20,768 | $10.0M |
| Toronto Dominion Bank | 0.02% | Add +57.3% | 20,732 | $10.0M |
| Interval Partners, LP | 0.25% | New | 20,362 | $9.8M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -2.5% | 20,311 | $9.8M |
| Prudential Financial Inc. | 0.01% | Reduce -14.0% | 20,118 | $9.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -88.2% | 19,791 | $9.5M |
| Whittier Trust Co. | 0.12% | Add +3.8% | 19,562 | $9.4M |
| Mattern Capital Management, LLC | 1.22% | Add +3.5% | 19,473 | $9.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +5.2% | 18,814 | $9.1M |
| L. Roy Papp & Associates, LLP | 1.06% | Reduce -1.1% | 18,853 | $9.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -8.2% | 18,225 | $8.8M |
| Capital Fund Management S.A. | 0.08% | Add +0.1% | 17,522 | $8.4M |
| AXA S.A. | 0.03% | Reduce -50.0% | 17,334 | $8.3M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -3.9% | 17,102 | $8.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +7.2% | 16,338 | $7.8M |
| Public Employees Retirement System of Ohio | 0.03% | Add +6.8% | 16,229 | $7.8M |
| Storebrand Asset Management As | 0.02% | Add +408.0% | 16,211 | $7.8M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -35.2% | 16,074 | $7.7M |
| Atria Investments, Inc | 0.09% | Reduce -0.5% | 15,642 | $7.5M |
| Mariner, LLC | 0.01% | Add +2.2% | 15,549 | $7.5M |
| American Century Companies Inc. | 0.00% | Add +44.4% | 15,493 | $7.4M |
| Gateway Investment Advisers LLC | 0.08% | Reduce -0.1% | 15,361 | $7.4M |
| ExodusPoint Capital Management, LP | 0.08% | Add +25.8% | 15,111 | $7.3M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +2.0% | 14,900 | $7.2M |
| AdvisorShares Investments LLC | 1.36% | Add +16.3% | 14,643 | $7.0M |
| Asset Management One Co., Ltd. | 0.02% | Add +2.6% | 14,241 | $6.9M |
| Credit Agricole S A | 0.02% | Add +167.1% | 14,294 | $6.9M |
| Korea Investment CORP | 0.02% | Add +35.1% | 14,226 | $6.8M |
| Core Alternative Capital | 1.39% | Reduce -6.9% | 13,885 | $6.7M |
| Beck Bode, LLC | 1.22% | Reduce -4.3% | 13,881 | $6.7M |
| Erste Asset Management GmbH | 0.08% | Add +9.8% | 13,722 | $6.7M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | — | 13,684 | $6.6M |
| Rafferty Asset Management, LLC | 0.02% | Add +4.0% | 13,410 | $6.4M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -1.4% | 13,331 | $6.4M |
| State of Alaska, Department of Revenue | 0.07% | Reduce -21.1% | 12,760 | $6.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Add +49.8% | 12,639 | $6.1M |
| KLP Kapitalforvaltning As | 0.03% | — | 12,600 | $6.1M |
| US Bancorp \de | 0.01% | Reduce -1.5% | 12,559 | $6.0M |
| Andra AP-fonden | 0.09% | Reduce -23.1% | 12,300 | $5.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 12,248 | $5.9M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -0.5% | 12,203 | $5.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | — | 12,189 | $5.9M |
| Hendershot Investments Inc. | 0.79% | Reduce -1.1% | 12,072 | $5.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Reduce -0.8% | 12,013 | $5.8M |
| Jensen Investment Management Inc. | 0.05% | No change | 12,000 | $5.8M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -1.8% | 11,891 | $5.7M |
| M&T Bank Corp | 0.02% | Add +3.2% | 11,898 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -33.5% | 11,996 | $5.5M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.2% | 11,491 | $5.5M |
| JLB & Associates Inc. | 0.74% | Reduce -0.0% | 11,386 | $5.5M |
| Kornitzer Capital Management Inc. | 0.11% | No change | 11,147 | $5.4M |
| Commerce Bank | 0.03% | Reduce -5.2% | 11,102 | $5.3M |
| Arizona State Retirement System | 0.03% | Add +1.4% | 11,048 | $5.3M |
| Comerica Bank | 0.02% | Reduce -3.5% | 11,016 | $5.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -4.2% | 10,886 | $5.2M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -3.9% | 10,825 | $5.2M |
| Regions Financial Corp. | 0.04% | Reduce -3.3% | 10,731 | $5.2M |
| MetLife Investment Management, LLC | 0.03% | Add +1.4% | 10,651 | $5.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -41.1% | 10,494 | $5.0M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Add +5.0% | 10,381 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -24.3% | 10,335 | $5.0M |
| Forsta Ap-Fonden | 0.03% | No change | 10,100 | $4.9M |
| Handelsbanken Fonder AB | 0.02% | Reduce -5.6% | 10,051 | $4.8M |
| Parr McKnight Wealth Management Group, LLC | 0.69% | — | 10,013 | $4.8M |
| Public Sector Pension Investment Board | 0.02% | Add +47.3% | 9,865 | $4.7M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 9,755 | $4.7M |
| Capital Insight Partners, LLC | 0.78% | Reduce -15.9% | 9,454 | $4.5M |
| Corebridge Financial, Inc. | 0.02% | Reduce -3.0% | 9,434 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.7% | 9,420 | $4.5M |
| NorthCoast Asset Management LLC | 0.02% | Add +1.9% | 9,386 | $4.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -13.0% | 9,376 | $4.5M |
| New Age Alpha Advisors, LLC | 0.18% | New | 9,212 | $4.4M |
| Stonebridge Financial Group, LLC | 0.48% | — | 9,154 | $4.4M |
| Daiwa Securities Group Inc. | 0.02% | Add +2.1% | 9,128 | $4.4M |
| Banco Santander, S.A. | 0.05% | Add +20.5% | 9,026 | $4.3M |
| First Trust Advisors LP | 0.00% | Add +397.3% | 8,917 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Add +9.0% | 8,849 | $4.2M |
| Stephens Inc. | 0.06% | Reduce -1.7% | 8,705 | $4.2M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +19.4% | 8,671 | $4.2M |
| Brown Advisory Inc. | 0.01% | Add +0.0% | 8,645 | $4.2M |
| Birch Capital Management, LLC | 2.08% | Add +9.9% | 8,586 | $4.1M |
| ProShare Advisors LLC | 0.01% | Add +10.3% | 8,549 | $4.1M |
| Great Lakes Advisors, LLC | 0.04% | Add +1.4% | 8,522 | $4.1M |
| Somerset Trust Co | 1.52% | Add +2.3% | 8,413 | $4.0M |
| First Hawaiian Bank | 0.13% | Reduce -1.9% | 8,409 | $4.0M |
| Van Eck Associates Corp. | 0.01% | Add +3.9% | 8,267 | $4.0M |
| Czech National Bank | 0.04% | Add +6.3% | 8,237 | $4.0M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.5% | 8,225 | $4.0M |
| LBP Am SA | 0.05% | Reduce -10.3% | 8,177 | $3.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -2.5% | 8,078 | $3.9M |
| Thematics Asset Management | 0.17% | Reduce -6.7% | 8,032 | $3.9M |
| Marshall Wace, LLP | 0.00% | Add +225.1% | 7,969 | $3.8M |
| Amalgamated Bank | 0.03% | Reduce -2.2% | 7,936 | $3.8M |
| Linden Thomas Advisory Services, LLC | 0.48% | Reduce -0.8% | 7,891 | $3.8M |
| Eukles Asset Management | 1.60% | Reduce -1.3% | 7,824 | $3.8M |
| Intech Investment Management LLC | 0.04% | Reduce -35.9% | 7,787 | $3.7M |
| Neuberger Berman Group LLC | 0.00% | Add +1.4% | 7,567 | $3.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +1.3% | 7,498 | $3.6M |
| Old Mission Capital LLC | 0.08% | New | 7,433 | $3.6M |
| Coastal Bridge Advisors, LLC | 0.90% | Reduce -0.3% | 7,414 | $3.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +14.7% | 7,284 | $3.5M |
| Evoke Wealth, LLC | 0.10% | Reduce -6.0% | 7,161 | $3.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -63.9% | 7,044 | $3.4M |
| Prospera Financial Services Inc | 0.08% | Add +0.9% | 7,035 | $3.4M |
| IFM Investors Pty Ltd | 0.03% | Reduce -9.9% | 6,965 | $3.3M |
| Illinois Municipal Retirement Fund | 0.05% | Reduce -54.7% | 6,881 | $3.3M |
| Procyon Advisors, LLC | 0.21% | Add +2.5% | 6,802 | $3.3M |
| Alberta Investment Management Corp | 0.02% | No change | 6,800 | $3.3M |
| Tsai Capital Corp | 2.31% | Reduce -1.6% | 6,620 | $3.2M |
| DNB Asset Management AS | 0.01% | Add +2.1% | 6,606 | $3.2M |
| Assenagon Asset Management S.A. | 0.01% | Add +226.6% | 6,496 | $3.1M |
| Kensington Investment Counsel, LLC | 1.29% | Add +0.1% | 6,440 | $3.1M |
| Xponance LLC | 0.03% | Reduce -0.1% | 6,411 | $3.1M |
| Generali Asset Management SPA SGR | 0.08% | — | 6,390 | $3.1M |
| Utah Retirement Systems | 0.03% | No change | 6,254 | $3.0M |
| Mackenzie Financial Corp. | 0.00% | Add +4.8% | 6,161 | $3.0M |
| KBC Group NV | 0.01% | Reduce -12.3% | 6,097 | $2.9M |
| Bright Rock Capital Management, LLC | 0.61% | No change | 6,000 | $2.9M |
| Cibc World Markets Corp. | 0.02% | Reduce -18.5% | 5,975 | $2.9M |
| CIBC Asset Management Inc | 0.01% | Add +4.3% | 5,802 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -10.9% | 5,760 | $2.8M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +9.2% | 5,706 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +6.9% | 5,596 | $2.7M |
| Meiji Yasuda Asset Management Co Ltd. | 0.10% | Reduce -1.4% | 5,567 | $2.7M |
| Stiles Financial Services Inc | 0.96% | Reduce -4.8% | 5,537 | $2.7M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.70% | New | 5,532 | $2.7M |
| NewEdge Wealth, LLC | 0.05% | Reduce -14.2% | 5,529 | $2.7M |
| Florida Trust Wealth Management Co | 0.08% | Reduce -11.1% | 5,508 | $2.6M |
| Sciencast Management LP | 0.72% | New | 5,470 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +1.2% | 5,374 | $2.6M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -3.2% | 5,167 | $2.5M |
| New York Life Investment Management LLC | 0.02% | Add +0.7% | 5,084 | $2.4M |
| Bank of Nova Scotia | 0.00% | Add +4.2% | 5,073 | $2.4M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.3% | 4,984 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +16.7% | 5,027 | $2.4M |
| Strong Tower Advisory Services | 0.63% | Add +4.9% | 5,007 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +0.8% | 4,901 | $2.4M |
| Waverly Advisors, LLC | 0.04% | Reduce -1.4% | 4,891 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +25.0% | 4,776 | $2.3M |
| UniSuper Management Pty Ltd | 0.02% | Add +10.1% | 4,756 | $2.3M |
| Cerity Partners LLC | 0.00% | Reduce -4.7% | 4,882 | $2.3M |
| Sterling Capital Management LLC | 0.03% | Add +5.6% | 4,699 | $2.3M |
| Swiss Life Asset Management Ltd | 0.02% | Add +89.0% | 4,656 | $2.2M |
| ICW Investment Advisors LLC | 0.93% | Add +2.1% | 4,634 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.3% | 4,626 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -61.9% | 4,590 | $2.2M |
| Candriam S.C.A. | 0.01% | Reduce -4.5% | 4,556 | $2.2M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.9% | 4,550 | $2.2M |
| Ofi Invest Asset Management | 0.05% | — | 4,700 | $2.2M |
| Greenleaf Trust | 0.02% | Reduce -0.1% | 4,532 | $2.2M |
| Sepio Capital, LP | 0.17% | Reduce -0.3% | 4,518 | $2.2M |
| Gabelli Funds LLC | 0.02% | Add +100.0% | 4,500 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -90.6% | 4,497 | $2.2M |
| Cascades Capital Asset Management, LLC | 1.15% | No change | 4,379 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 4,370 | $2.1M |
| Harbor Capital Advisors, Inc. | 0.09% | Add +0.1% | 4,250 | $2.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -18.8% | 4,242 | $2.0M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -87.6% | 4,231 | $2.0M |
| Cordatus Wealth Management LLC | 0.53% | Add +0.8% | 4,196 | $2.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.40% | Add +52.5% | 4,171 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -10.1% | 4,153 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -1.5% | 4,118 | $2.0M |
| Naples Global Advisors, LLC | 0.18% | Add +2.8% | 4,115 | $2.0M |
| LWM Advisory Services, LLC | 1.34% | No change | 4,000 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.9% | 3,957 | $1.9M |
| Panagora Asset Management Inc. | 0.01% | Add +43.3% | 3,923 | $1.9M |
| Aurora Investment Managers, LLC. | 1.17% | Reduce -2.8% | 3,892 | $1.9M |
| Venturi Wealth Management, LLC | 0.09% | Add +21.3% | 3,780 | $1.8M |
| Creative Planning | 0.00% | Add +4.8% | 3,772 | $1.8M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -4.1% | 3,750 | $1.8M |
| Crestline Management, L.P. | 0.06% | New | 3,705 | $1.8M |
| Ostrum Asset Management | 0.15% | Reduce -0.2% | 3,670 | $1.8M |
| Allianz Asset Management GmbH | 0.00% | Reduce -36.9% | 3,660 | $1.8M |
| Moore Capital Management, LP | 0.04% | New | 3,624 | $1.7M |
| Mizuho Securities USA LLC | 0.03% | Add +45.9% | 3,600 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -4.0% | 3,538 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +7.0% | 3,493 | $1.7M |
| Quantinno Capital Management LP | 0.02% | Add +48.6% | 3,465 | $1.7M |
| Portside Wealth Group, LLC | 0.27% | Add +3.1% | 3,451 | $1.7M |
| Eads & Heald Wealth Management | 0.81% | Reduce -1.1% | 3,427 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.4% | 3,424 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +91.7% | 3,370 | $1.6M |
| Taylor Frigon Capital Management LLC | 0.82% | Reduce -1.8% | 3,367 | $1.6M |
| Norden Group LLC | 0.18% | Reduce -2.0% | 3,348 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -10.1% | 3,300 | $1.6M |
| Nicholson Wealth Management Group, LLC | 1.06% | Add +90.3% | 3,287 | $1.6M |
| Logan Capital Management Inc. | 0.07% | No change | 3,277 | $1.6M |
| Palumbo Wealth Management LLC | 0.59% | Add +19.3% | 3,263 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.6% | 3,258 | $1.6M |
| Prudential PLC | 0.01% | Reduce -64.7% | 3,237 | $1.6M |
| Kesler, Norman & Wride, LLC | 0.33% | Reduce -18.7% | 3,194 | $1.5M |
| Shell Asset Management Co. | 0.07% | Reduce -2.8% | 3,185 | $1.5M |
| Achmea Investment Management B.V. | 0.02% | Reduce -46.9% | 3,152 | $1.5M |
| Wellington Wealth Strategies, LLC. | 1.36% | New | 3,244 | $1.5M |
| Avanza Fonder AB | 0.04% | — | 3,084 | $1.5M |
| Natixis | 0.01% | Reduce -44.4% | 3,053 | $1.5M |
| PFG Advisors | 0.09% | Reduce -7.7% | 3,036 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Add +6.3% | 3,031 | $1.5M |
| Integrated Investment Consultants, LLC | 0.30% | Add +16.2% | 3,031 | $1.5M |
| Wolf Group Capital Advisors | 0.70% | No change | 3,600 | $1.4M |
| Mirabella Financial Services LLP | 0.14% | New | 2,999 | $1.4M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | No change | 2,998 | $1.4M |
| Tredje AP-fonden | 0.01% | Reduce -50.0% | 2,994 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +13.8% | 2,984 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -0.8% | 2,984 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +10.2% | 2,969 | $1.4M |
| Ethic Inc. | 0.03% | Reduce -4.6% | 2,942 | $1.4M |
| Spinnaker Trust | 0.09% | No change | 2,922 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 2,829 | $1.4M |
| Ossiam | 0.02% | Reduce -10.9% | 2,816 | $1.4M |
| Metis Global Partners, LLC | 0.04% | Reduce -9.0% | 2,788 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.4% | 2,732 | $1.3M |
| Burney Co./ | 0.05% | Add +10.8% | 2,718 | $1.3M |
| Pacific Point Advisors, LLC | 0.78% | — | 2,747 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -10.7% | 2,652 | $1.3M |
| Kentucky Retirement Systems | 0.04% | Reduce -1.4% | 2,614 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -16.5% | 2,605 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.5% | 2,596 | $1.2M |
| Marshall Financial Group, LLC | 0.30% | Reduce -0.3% | 2,580 | $1.2M |
| Schroder Investment Management Group | 0.00% | Reduce -11.0% | 2,561 | $1.2M |
| Arkadios Wealth Advisors | 0.07% | Reduce -1.2% | 2,566 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +3.3% | 2,559 | $1.2M |
| Knollwood Investment Advisory, LLC | 0.13% | No change | 2,550 | $1.2M |
| Dakota Wealth Management | 0.03% | Add +15.0% | 2,498 | $1.2M |
| Legacy Advisors, LLC | 0.12% | Add +2.0% | 2,491 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -8.4% | 2,462 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -97.5% | 2,460 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Reduce -7.2% | 2,426 | $1.2M |
| Radnor Capital Management, LLC | 0.19% | Reduce -7.7% | 2,410 | $1.2M |
| Numerai GP LLC | 0.32% | Reduce -46.5% | 2,400 | $1.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -17.8% | 2,388 | $1.1M |
| Connable Office Inc. | 0.12% | No change | 2,390 | $1.1M |
| Blair William & Co. | 0.00% | Add +2.0% | 2,358 | $1.1M |
| Profit Investment Management, LLC | 0.91% | No change | 2,349 | $1.1M |
| McDonald Partners LLC | 0.29% | Add +0.2% | 2,347 | $1.1M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.9% | 2,343 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +5.7% | 2,302 | $1.1M |
| Woodline Partners LP | 0.01% | Add +344.0% | 2,282 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -11.2% | 2,275 | $1.1M |
| Palisade Asset Management, LLC | 0.11% | Reduce -3.4% | 2,245 | $1.1M |
| Henshaw Capital LLC | 0.04% | Add +0.2% | 2,235 | $1.1M |
| Bridgefront Capital, LLC | 0.36% | Add +123.5% | 2,204 | $1.1M |
| Trail Ridge Investment Advisors, LLC | 0.50% | No change | 2,200 | $1.1M |
| D.B. Root & Company, LLC | 0.33% | Reduce -4.2% | 2,172 | $1.0M |
| Institute for Wealth Management, LLC. | 0.13% | Reduce -1.3% | 2,147 | $1.0M |
| Point72 Hong Kong Ltd | 0.06% | New | 2,132 | $1.0M |
| Manchester Capital Management LLC | 0.12% | Add +5.6% | 2,108 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +31.6% | 2,106 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.1% | 2,105 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.3% | 2,102 | $1.0M |
| Securian Asset Management, Inc. | 0.03% | Reduce -4.6% | 2,088 | $1.0M |
| First Financial Bank - Trust Division | 0.09% | Reduce -5.3% | 2,051 | $985K |
| Kintegral Advisory, LLC | 0.09% | Reduce -4.4% | 2,021 | $971K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.4% | 2,017 | $969K |
| Engineers Gate Manager LP | 0.02% | Add +37.7% | 2,008 | $964K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.8% | 2,000 | $961K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.1% | 1,993 | $957K |
| Wealthfront Advisers LLC | 0.00% | Add +9.1% | 1,984 | $953K |
| Park Avenue Securities LLC | 0.01% | Add +24.1% | 1,972 | $947K |
| Diversified Trust Co. | 0.02% | No change | 1,964 | $943K |
| Benjamin Edwards Inc. | 0.01% | Add +28.3% | 1,962 | $943K |
| Mitchell & Pahl Private Wealth, LLC | 0.44% | Add +5.3% | 1,960 | $941K |
| Argent Capital Management LLC | 0.03% | Reduce -11.1% | 1,955 | $939K |
| Callan Family Office, LLC | 0.06% | New | 1,951 | $937K |
| Valmark Advisers, Inc. | 0.01% | Add +1.0% | 1,941 | $932K |
| Alliance Wealth Advisors, LLC | 0.24% | Add +13.4% | 1,924 | $924K |
| Keybank National Association | 0.00% | Reduce -2.9% | 1,913 | $919K |
| Coldstream Capital Management Inc. | 0.02% | Add +1.4% | 1,906 | $916K |
| HRT Financial LP | 0.00% | Reduce -76.2% | 1,892 | $908K |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +12.0% | 1,887 | $906K |
| Formidable Asset Management, LLC | 0.15% | Reduce -6.7% | 1,882 | $904K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.7% | 1,841 | $884K |
| Cwm, LLC | 0.00% | Reduce -12.0% | 1,826 | $877K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.6% | 1,812 | $870K |
| Prana Capital Management, LP | 0.04% | Reduce -83.3% | 1,811 | $870K |
| E. Ohman J:or Asset Management AB | 0.02% | Add +24.1% | 1,804 | $866K |
| Point72 (DIFC) Ltd | 0.08% | New | 1,802 | $866K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -5.3% | 1,800 | $865K |
| Klein Pavlis & Peasley Financial, Inc. | 0.70% | Reduce -1.2% | 1,796 | $863K |
| Farringdon Capital, Ltd. | 0.35% | — | 1,781 | $855K |
| Chicago Capital, LLC | 0.02% | No change | 1,771 | $851K |
| Cumberland Partners Ltd | 0.06% | New | 1,750 | $840K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -0.7% | 1,730 | $831K |
| Virtu Financial LLC | 0.04% | New | 1,725 | $828K |
| Gen-Wealth Partners Inc | 0.35% | Add +24.5% | 1,703 | $818K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +11.0% | 1,687 | $810K |
| Cerro Pacific Wealth Advisors LLC | 0.27% | Add +1.4% | 1,759 | $809K |
| DAVENPORT & Co LLC | 0.00% | Add +5.0% | 1,683 | $808K |
| Norinchukin Bank, The | 0.02% | Add +7.9% | 1,670 | $802K |
| Novem Group | 0.12% | — | 1,668 | $801K |
| Vinva Investment Management Ltd | 0.03% | Add +77.6% | 1,657 | $800K |
| SkyView Investment Advisors, LLC | 0.13% | Reduce -6.3% | 1,662 | $798K |
| Jones Financial Companies LLLP | 0.00% | Add +19.9% | 1,636 | $786K |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +1.4% | 1,572 | $755K |
| GAMCO Investors | 0.01% | Reduce -5.4% | 1,565 | $752K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.0% | 1,587 | $728K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.03% | New | 1,500 | $720K |
| Anchor Capital Advisors LLC | 0.02% | No change | 1,500 | $720K |
| Gibbs Wealth Management | 0.19% | Add +25.3% | 1,486 | $714K |
| ING Groep NV | 0.00% | Add +60.9% | 1,475 | $708K |
| Central Pacific Bank - Trust Division | 0.10% | Reduce -5.0% | 1,463 | $703K |
| Private Advisor Group, LLC | 0.00% | Reduce -14.9% | 1,456 | $699K |
| Texas Yale Capital Corp. | 0.03% | No change | 1,455 | $699K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.1% | 1,453 | $698K |
| Fifth Third Bancorp | 0.00% | Reduce -10.4% | 1,447 | $695K |
| J. W. Coons Advisors, LLC | 0.18% | Reduce -12.2% | 1,445 | $694K |
| PGGM Investments | 0.01% | No change | 1,444 | $694K |
| FourThought Financial Partners, LLC | 0.07% | Reduce -2.8% | 1,437 | $690K |
| Conestoga Capital Advisors, LLC | 0.01% | No change | 1,437 | $690K |
| Promus Capital, LLC | 0.53% | — | 1,427 | $685K |
| Cresset Asset Management, LLC | 0.00% | Reduce -62.4% | 1,379 | $662K |
| CoreCap Advisors, LLC | 0.03% | Add +13.5% | 1,334 | $641K |
| Capital Investment Services of America, Inc. | 0.06% | Reduce -15.4% | 1,330 | $639K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -46.1% | 1,317 | $633K |
| Cibc World Market Inc. | 0.00% | Reduce -5.5% | 1,293 | $621K |
| HM Payson & Co. | 0.01% | Reduce -0.1% | 1,288 | $619K |
| Dividend Assets Capital, LLC | 0.12% | No change | 1,285 | $617K |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.1% | 1,282 | $616K |
| QRG Capital Management, Inc. | 0.01% | Add +13.5% | 1,279 | $614K |
| Baker Tilly Wealth Management, LLC | 0.24% | Add +6.6% | 1,277 | $613K |
| Vident Advisory, LLC | 0.01% | Add +174.4% | 1,276 | $613K |
| Tudor Investment Corporation | 0.01% | New | 1,255 | $603K |
| Nomura Holdings Inc. | 0.00% | New | 1,255 | $603K |
| Nilsine Partners, LLC | 0.06% | Add +0.1% | 1,223 | $587K |
| Impact Capital Partners LLC | 0.21% | — | 1,215 | $584K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.0% | 1,214 | $583K |
| Argent Trust Co | 0.02% | Reduce -9.0% | 1,214 | $583K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -78.3% | 1,209 | $581K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 1,206 | $579K |
| Mayflower Financial Advisors, LLC | 0.09% | Add +0.1% | 1,203 | $578K |
| Quantum Private Wealth, LLC | 0.18% | No change | 1,202 | $577K |
| Mattern Wealth Management LLC | 0.12% | Reduce -9.1% | 1,177 | $565K |
| Sage Private Wealth Group, LLC | 0.41% | Add +0.5% | 1,128 | $542K |
| KFG Wealth Management, LLC | 0.10% | Add +5.5% | 1,126 | $541K |
| Summit Financial, LLC | 0.02% | Reduce -1.1% | 1,121 | $538K |
| Siemens Fonds Invest GmbH | 0.06% | No change | 1,115 | $538K |
| D.A. Davidson & Co. | 0.00% | Reduce -6.1% | 1,118 | $537K |
| Allstate Corp. | 0.02% | New | 1,118 | $537K |
| Provident Investment Management, Inc. | 0.05% | Reduce -3.6% | 1,103 | $530K |
| Avior Wealth Management, LLC | 0.02% | Reduce -8.8% | 1,102 | $529K |
| Birch Hill Investment Advisors LLC | 0.02% | Add +8.5% | 1,098 | $527K |
| Composition Wealth, LLC | 0.01% | Add +8.8% | 1,096 | $526K |
| Tidal Investments LLC | 0.00% | Reduce -57.1% | 1,088 | $523K |
| LMCG Investments, LLC | 0.03% | Reduce -2.5% | 1,066 | $512K |
| SG Americas Securities, LLC | 0.00% | Reduce -70.4% | 1,063 | $511K |
| Lindenwold Advisors, INC | 0.27% | Reduce -3.9% | 1,062 | $510K |
| GAMMA Investing LLC | 0.04% | Add +38.1% | 1,061 | $510K |
| Applied Finance Capital Management, LLC | 0.02% | No change | 1,057 | $508K |
| Financial Advocates Investment Management | 0.03% | Add +4.0% | 1,054 | $506K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 1,050 | $504K |
| Ninety One SA (Pty) Ltd | 0.11% | No change | 1,047 | $503K |
| Scientech Research LLC | 0.14% | Reduce -23.5% | 1,040 | $499K |
| Ashton Thomas Securities, LLC | 0.14% | Add +2.1% | 1,032 | $496K |
| Wesbanco Bank Inc. | 0.02% | Reduce -10.7% | 1,029 | $494K |
| Dock Street Asset Management Inc. | 0.06% | Reduce -94.8% | 1,021 | $490K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +17.7% | 1,019 | $489K |
| Verity & Verity, LLC | 0.04% | Add +18.4% | 1,003 | $482K |
| Amiral Gestion | 0.30% | — | 1,000 | $480K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 991 | $476K |
| Alhambra Investment Management LLC | 0.24% | No change | 990 | $475K |
| V-Square Quantitative Management LLC | 0.07% | Reduce -8.1% | 989 | $475K |
| Hurlow Wealth Management Group, Inc. | 0.15% | Reduce -3.0% | 988 | $475K |
| Ballentine Partners, LLC | 0.01% | Add +0.2% | 988 | $475K |
| Silver Lake Advisory, LLC | 0.21% | No change | 981 | $471K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -22.7% | 1,030 | $471K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.7% | 978 | $470K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 971 | $466K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -0.7% | 971 | $466K |
| Daymark Wealth Partners, LLC | 0.02% | Add +2.9% | 969 | $466K |
| Roberts Glore & Co. Inc. | 0.14% | Reduce -1.6% | 947 | $455K |
| National Philanthropic Trust | 0.01% | Reduce -5.0% | 940 | $451K |
| West Coast Financial LLC | 0.05% | Reduce -0.8% | 934 | $449K |
| Atlas Legacy Advisors, LLC | 0.11% | — | 918 | $441K |
| Empirical Finance, LLC | 0.03% | Add +0.2% | 917 | $440K |
| Spire Wealth Management | 0.01% | Reduce -76.4% | 912 | $438K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +3.2% | 905 | $434K |
| Board of the Pension Protection Fund | 0.50% | — | 900 | $432K |
| Covenant Partners, LLC | 0.13% | Reduce -7.6% | 894 | $429K |
| Koshinski Asset Management, Inc. | 0.04% | Add +14.8% | 891 | $428K |
| Apeiron RIA LLC | 0.12% | Add +6.6% | 886 | $426K |
| Outlook Wealth Advisors, LLC | 0.12% | Add +12.2% | 884 | $425K |
| Certuity, LLC | 0.05% | Reduce -6.2% | 878 | $422K |
| Signal Advisors Wealth, LLC | 0.05% | Add +4.8% | 870 | $418K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 864 | $415K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -2.0% | 863 | $414K |
| Praxis Investment Management Inc. | 0.03% | New | 860 | $413K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 856 | $411K |
| Wallace Advisory Group, LLC | 0.28% | Add +4.2% | 894 | $411K |
| CI Investments Inc. | 0.00% | Add +109.1% | 853 | $410K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +0.5% | 850 | $408K |
| MAI Capital Management | 0.00% | Reduce -6.4% | 829 | $398K |
| Mgo One Seven LLC | 0.02% | Add +10.4% | 820 | $394K |
| Shepherd Financial Partners LLC | 0.05% | Reduce -8.3% | 804 | $386K |
| Freestone Grove Partners LP | 0.00% | — | 804 | $386K |
| Jain Global LLC | 0.01% | — | 800 | $384K |
| Alps Advisors Inc. | 0.00% | No change | 797 | $383K |
| Intrust Bank NA | 0.04% | Add +18.4% | 793 | $381K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.5% | 813 | $374K |
| Wedbush Securities Inc. | 0.01% | Add +71.6% | 779 | $374K |
| Aster Capital Management (DIFC) Ltd | 0.14% | New | 776 | $373K |
| Aureus Asset Management, LLC | 0.02% | No change | 775 | $372K |
| Haverford Trust Co | 0.00% | Reduce -9.2% | 774 | $372K |
| Versor Investments LP | 0.06% | New | 773 | $371K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -68.2% | 771 | $371K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -58.3% | 770 | $370K |
| Empowered Funds, LLC | 0.01% | No change | 762 | $366K |
| Natural Investments, LLC | 0.10% | — | 757 | $363K |
| Rockland Trust Co. | 0.02% | Reduce -0.8% | 752 | $361K |
| Curated Wealth Partners LLC | 0.04% | No change | 751 | $361K |
| Strategy Asset Managers LLC | 0.07% | Add +1.5% | 746 | $358K |
| Kolinsky Wealth Management, LLC | 0.22% | Add +3.2% | 739 | $355K |
| Huntington National Bank | 0.00% | Add +152.2% | 734 | $353K |
| Andina Capital Management, LLC | 0.29% | Add +2.5% | 733 | $352K |
| Berkshire Asset Management LLC | 0.02% | Add +4.0% | 752 | $351K |
| Leavell Investment Management, Inc. | 0.02% | No change | 731 | $351K |
| Bleakley Financial Group, LLC | 0.01% | Add +2.4% | 730 | $351K |
| Asahi Life Asset Management Co., LTD. | 0.21% | New | 730 | $351K |
| Lafayette Investments, Inc. | 0.07% | No change | 729 | $350K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.2% | 823 | $348K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.3% | 724 | $348K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -6.3% | 724 | $348K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +19.9% | 717 | $345K |
| Precision Wealth Strategies, LLC | 0.26% | Add +0.6% | 707 | $340K |
| Perpetual Ltd | 0.00% | Reduce -7.0% | 702 | $337K |
| Vestcor Inc | 0.01% | Reduce -0.1% | 701 | $337K |
| Apella Capital, LLC | 0.01% | Add +0.1% | 701 | $337K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.3% | 700 | $336K |
| Parsons Capital Management Inc. | 0.02% | No change | 700 | $336K |
| Leonteq Securities AG | 0.03% | Add +9.1% | 694 | $333K |
| Brady Family Wealth, LLC | 0.10% | Reduce -0.1% | 692 | $332K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 686 | $329K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -3.3% | 683 | $328K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.6% | 682 | $328K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -0.7% | 676 | $325K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 672 | $323K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 670 | $322K |
| Choreo, LLC | 0.00% | Add +11.9% | 665 | $321K |
| Synovus Financial Corp. | 0.00% | Reduce -50.0% | 668 | $321K |
| IHT Wealth Management, LLC | 0.01% | Reduce -17.2% | 664 | $319K |
| Seelaus Asset Management LLC | 0.28% | No change | 640 | $307K |
| Stokes Capital Advisors, LLC | 0.08% | No change | 639 | $307K |
| KCM Investment Advisors LLC | 0.01% | No change | 639 | $307K |
| Legacy Wealth Asset Management, LLC | 0.08% | Reduce -4.5% | 638 | $306K |
| Diversified Enterprises, LLC | 0.03% | No change | 637 | $306K |
| Caprock Group, LLC | 0.01% | Add +13.3% | 632 | $304K |
| Guggenheim Capital LLC | 0.00% | Reduce -23.7% | 626 | $301K |
| Pine Haven Investment Counsel, Inc | 0.25% | No change | 625 | $300K |
| Bennett Selby Investments LP | 0.12% | No change | 622 | $299K |
| Canada Post Corp Registered Pension Plan | 0.02% | — | 620 | $298K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 618 | $297K |
| Moment Partners, LLC | 0.06% | — | 616 | $296K |
| Larson Financial Group LLC | 0.02% | Reduce -0.2% | 616 | $296K |
| Versant Capital Management, Inc | 0.06% | No change | 612 | $294K |
| Seeds Investor LLC | 0.08% | Reduce -0.3% | 610 | $293K |
| Checchi Capital Advisers, LLC | 0.02% | Add +1.2% | 608 | $292K |
| Dumont & Blake Investment Advisors LLC | 0.08% | Reduce -3.8% | 606 | $291K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -6.1% | 602 | $289K |
| Security Financial Services, INC. | 0.06% | Add +5.5% | 597 | $287K |
| AMG National Trust Bank | 0.01% | No change | 575 | $278K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -17.3% | 601 | $276K |
| Martin Investment Management, LLC | 0.08% | No change | 575 | $276K |
| Hall Laurie J Trustee | 0.09% | No change | 575 | $276K |
| Glenview Trust Co | 0.01% | Add +10.6% | 573 | $275K |
| Moneco Advisors, LLC | 0.03% | Add +24.7% | 570 | $274K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.6% | 569 | $273K |
| Savant Capital, LLC | 0.00% | Add +8.9% | 562 | $270K |
| Mufg Securities Americas Inc. | 0.04% | — | 561 | $269K |
| Paces Ferry Wealth Advisors, LLC | 0.13% | Reduce -5.3% | 559 | $268K |
| Motley Fool Asset Management LLC | 0.01% | Add +7.3% | 559 | $268K |
| Profund Advisors LLC | 0.01% | Reduce -7.5% | 559 | $268K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +14.8% | 557 | $268K |
| Wellington Management Group LLP | 0.00% | Reduce -3.6% | 554 | $266K |
| denkapparat Operations GmbH | 0.39% | — | 552 | $265K |
| PFG Investments, LLC | 0.02% | No change | 551 | $264K |
| Blue Barn Wealth, LLC | 0.14% | Add +1.7% | 548 | $263K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +2.5% | 544 | $261K |
| Everpar Advisors LLC | 0.13% | Add +1.1% | 544 | $261K |
| World Investment Advisors | 0.01% | New | 538 | $258K |
| Baron Wealth Management LLC | 0.12% | Add +2.9% | 536 | $257K |
| M3 Advisory Group, LLC | 0.18% | Add +0.4% | 534 | $256K |
| Tiaa Trust, National Association | 0.00% | Add +15.5% | 528 | $254K |
| NEOS Investment Management LLC | 0.01% | Reduce -0.8% | 526 | $253K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 525 | $252K |
| HB Wealth Management, LLC | 0.00% | New | 524 | $252K |
| Phillips Wealth Planners LLC | 0.25% | Add +0.2% | 554 | $251K |
| Horizon Investments, LLC | 0.01% | Add +0.6% | 519 | $249K |
| Forum Financial Management, LP | 0.00% | New | 518 | $249K |
| Ieq Capital, LLC | 0.00% | Reduce -77.3% | 513 | $246K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 513 | $246K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.8% | 510 | $245K |
| Jump Financial, LLC | 0.01% | Reduce -96.5% | 509 | $244K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.2% | 500 | $240K |
| Blue Edge Capital, LLC | 0.04% | No change | 500 | $240K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 500 | $240K |
| Middleton & Co. Inc. | 0.03% | No change | 500 | $240K |
| Fort Point Capital Partners LLC | 0.03% | New | 500 | $240K |
| Dean Investment Associates, LLC | 0.03% | Reduce -10.1% | 498 | $239K |
| Tilia Fiduciary Partners, Inc. | 0.16% | No change | 494 | $237K |
| Claret Asset Management Corp | 0.04% | Add +0.8% | 492 | $236K |
| Aptus Capital Advisors, LLC | 0.00% | New | 488 | $234K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 486 | $234K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +2.8% | 486 | $233K |
| Perissos Private Wealth Management, LLC | 0.17% | No change | 479 | $230K |
| Empirical Asset Management, LLC | 0.08% | New | 2,768 | $230K |
| WMS Partners, LLC | 0.01% | Add +3.0% | 476 | $229K |
| Geller Advisors LLC | 0.01% | Add +5.6% | 468 | $225K |
| Buckingham Capital Management, Inc. | 0.03% | Reduce -1.1% | 465 | $223K |
| Intrua Financial, LLC | 0.04% | Reduce -10.2% | 458 | $220K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -6.7% | 457 | $219K |
| Smith Shellnut Wilson LLC | 0.10% | Add +3.2% | 456 | $219K |
| Drive Wealth Management, LLC | 0.05% | Reduce -2.1% | 455 | $218K |
| Focus Financial Network, Inc. | 0.01% | No change | 452 | $217K |
| Tower Bridge Advisors | 0.02% | No change | 450 | $216K |
| Delta Asset Management LLC | 0.02% | No change | 450 | $216K |
| Oppenheimer & Co. Inc. | 0.00% | New | 447 | $215K |
| Crestmont Private Wealth LLC | 0.10% | Add +0.2% | 445 | $214K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 443 | $213K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 442 | $212K |
| Independent Advisor Alliance | 0.00% | New | 439 | $211K |
| Kenora Financial, LLC | 0.08% | No change | 439 | $211K |
| Trust Asset Management LLC | 0.02% | No change | 439 | $211K |
| Walleye Capital LLC | 0.00% | Reduce -95.4% | 438 | $210K |
| LCNB Corp. | 0.08% | New | 431 | $207K |
| Great Diamond Partners, LLC | 0.05% | New | 426 | $205K |
| Claro Advisors Inc. | 0.03% | Reduce -3.2% | 425 | $204K |
| Estabrook Capital Management | 0.03% | No change | 425 | $204K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 425 | $204K |
| Stevens Capital Management LP | 0.08% | Reduce -36.0% | 425 | $204K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -5.3% | 450 | $204K |
| Fullcircle Wealth LLC | 0.08% | New | 436 | $200K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 411 | $197K |
| PrairieView Partners, LLC | 0.02% | No change | 400 | $192K |
| Curio Wealth, LLC | 0.10% | — | 391 | $188K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 381 | $183K |
| AlphaQuest LLC | 0.02% | Reduce -17.6% | 370 | $178K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 369 | $177K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 363 | $174K |
| Cary Street Partners Investment Advisory LLC | 0.11% | New | 360 | $173K |
| Caldwell Trust Co | 0.02% | No change | 357 | $171K |
| Principal Securities, Inc. | 0.00% | Add +5.6% | 357 | $171K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 337 | $162K |
| Bessemer Group Inc. | 0.00% | Reduce -43.0% | 306 | $146K |
| Signaturefd, LLC | 0.00% | Reduce -1.0% | 298 | $143K |
| Atlatl Advisers LLC | 0.08% | — | 298 | $143K |
| Private Trust Co. NA | 0.01% | Add +8.2% | 291 | $140K |
| Global Retirement Partners, LLC | 0.00% | Add +7.3% | 279 | $134K |
| Parallel Advisors, LLC | 0.00% | Add +3.0% | 272 | $131K |
| Penserra Capital Management LLC | 0.00% | Add +51.4% | 274 | $130K |
| MCF Advisors LLC | 0.01% | No change | 264 | $127K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -12.1% | 262 | $126K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 260 | $125K |
| Mather Group, Llc. | 0.00% | Reduce -2.7% | 256 | $123K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -0.8% | 249 | $120K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 242 | $116K |
| Addison Advisors LLC | 0.03% | No change | 225 | $108K |
| SBI Securities Co., Ltd. | 0.00% | — | 213 | $102K |
| Smartleaf Asset Management LLC | 0.01% | Add +19.2% | 205 | $99K |
| Arax Advisory Partners | 0.01% | No change | 202 | $97K |
| Natixis Investment Managers International | 0.01% | No change | 192 | $92K |
| Menard Financial Group LLC | 0.05% | New | 190 | $91K |
| Swedbank AB | 0.00% | No change | 185 | $89K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.9% | 184 | $88K |
| Atticus Wealth Management, LLC | 0.03% | No change | 180 | $86K |
| Park Place Capital Corp | 0.02% | Reduce -7.0% | 174 | $84K |
| Coastline Trust Co | 0.01% | No change | 170 | $82K |
| WASHINGTON TRUST Co | 0.00% | Reduce -10.8% | 165 | $79K |
| IFP Advisors, Inc | 0.00% | Reduce -3.8% | 152 | $79K |
| Continuum Advisory, LLC | 0.01% | No change | 159 | $76K |
| Tobam | 0.02% | Reduce -40.9% | 159 | $76K |
| Bruce G. Allen Investments, LLC | 0.06% | Add +0.6% | 157 | $75K |
| Clean Yield Group | 0.02% | No change | 150 | $72K |
| Hilltop National Bank | 0.02% | No change | 150 | $72K |
| Quadrant Capital Group LLC | 0.00% | No change | 144 | $69K |
| Sentry Investment Management LLC | 0.03% | Reduce -13.8% | 144 | $69K |
| Lummis Asset Management, LP | 0.09% | No change | 140 | $67K |
| Sandy Spring Bank | 0.00% | No change | 136 | $65K |
| Allworth Financial LP | 0.00% | Add +19.1% | 137 | $64K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -15.3% | 127 | $61K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.9% | 125 | $58K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 121 | $58K |
| Covestor Ltd | 0.03% | Reduce -20.1% | 115 | $55K |
| CENTRAL TRUST Co | 0.00% | Reduce -8.1% | 113 | $54K |
| Trust Co | 0.01% | No change | 108 | $52K |
| CVA Family Office, LLC | 0.01% | Add +2.9% | 107 | $51K |
| GeoWealth Management, LLC | 0.00% | Reduce -2.8% | 104 | $50K |
| Compass Wealth Management LLC | 0.01% | No change | 103 | $49K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.8% | 103 | $49K |
| First Community Trust NA | 0.03% | No change | 100 | $48K |
| Winnacle Wealth LLC | 0.05% | — | 99 | $47K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 100 | $46K |
| Ancora Advisors LLC | 0.00% | No change | 95 | $46K |
| WPG Advisers, LLC | 0.04% | — | 91 | $44K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 91 | $44K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.5% | 90 | $43K |
| Bogart Wealth, LLC | 0.00% | No change | 81 | $39K |
| Brooklyn Investment Group | 0.01% | Add +5.3% | 80 | $38K |
| DT Investment Partners, LLC | 0.00% | Reduce -33.3% | 80 | $38K |
| Eagle Bay Advisors LLC | 0.02% | No change | 80 | $38K |
| Quent Capital, LLC | 0.00% | Add +1.3% | 77 | $37K |
| Blue Trust, Inc. | 0.00% | Reduce -66.7% | 76 | $37K |
| Hartford Financial Management Inc. | 0.01% | No change | 75 | $36K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -21.1% | 71 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 70 | $34K |
| Motco | 0.00% | No change | 67 | $32K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 65 | $31K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 64 | $31K |
| Clearstead Advisors, LLC | 0.00% | Reduce -15.1% | 62 | $30K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 62 | $30K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 60 | $29K |
| Smithfield Trust Co | 0.00% | No change | 62 | $29K |
| Cary Street Partners Financial LLC | 0.00% | — | 60 | $29K |
| LGT Financial Advisors LLC | 0.06% | No change | 57 | $27K |
| Riverview Trust Co | 0.02% | No change | 54 | $26K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 63 | $26K |
| Nvwm, LLC | 0.01% | Add +3.9% | 53 | $25K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 52 | $25K |
| Crews Bank & Trust | 0.00% | — | 51 | $24K |
| First United Bank & Trust | 0.01% | No change | 50 | $24K |
| Whipplewood Advisors, LLC | 0.01% | — | 49 | $24K |
| Caitlin John, LLC | 0.02% | Add +2.1% | 48 | $23K |
| Parkside Financial Bank & Trust | 0.00% | Add +32.4% | 45 | $22K |
| Beacon Capital Management, LLC | 0.00% | Add +4.8% | 44 | $21K |
| MV Capital Management, Inc. | 0.00% | No change | 44 | $21K |
| GoalVest Advisory LLC | 0.01% | No change | 44 | $21K |
| Assetmark, Inc. | 0.00% | Add +91.3% | 44 | $21K |
| Hemington Wealth Management | 0.01% | Add +15.8% | 44 | $21K |
| Kapitalo Investimentos Ltda | 0.01% | New | 43 | $21K |
| Western Pacific Wealth Management, LP | 0.02% | No change | 42 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 38 | $18K |
| Centerpoint Advisors, LLC | 0.01% | No change | 37 | $18K |
| WR Wealth Planners, LLC | 0.01% | No change | 37 | $18K |
| UMB Bank, n.a. | 0.00% | Add +94.7% | 37 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.0% | 34 | $16K |
| 2UniFi Bank | 0.01% | — | 33 | $16K |
| Towne Trust Company, N.A | 0.01% | No change | 33 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 33 | $16K |
| TD Private Client Wealth LLC | 0.00% | Add +3.1% | 33 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 32 | $15K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 32 | $15K |
| Key Financial Inc | 0.00% | No change | 30 | $14K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 29 | $14K |
| Lindbrook Capital, LLC | 0.00% | Add +45.0% | 29 | $14K |
| Piscataqua Savings Bank | 0.01% | No change | 29 | $14K |
| West Branch Capital LLC | 0.00% | No change | 28 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 28 | $13K |
| S&T Bank | 0.00% | New | 27 | $13K |
| Stephens Consulting, LLC | 0.00% | No change | 27 | $13K |
| Johnson Financial Group, Inc. | 0.00% | No change | 27 | $13K |
| Anchor Investment Management, LLC | 0.00% | No change | 26 | $12K |
| GW&K Investment Management, LLC | 0.00% | No change | 25 | $12K |
| Darwin Wealth Management, LLC | 0.00% | No change | 24 | $12K |
| Trust Co. of Vermont | 0.00% | Reduce -29.4% | 24 | $12K |
| Bfsg, LLC | 0.00% | No change | 23 | $11K |
| Tortoise Investment Management, LLC | 0.00% | No change | 22 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $11K |
| Archer Investment Corp | 0.00% | No change | 21 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 20 | $10K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -84.8% | 18 | $9K |
| True Wealth Design, LLC | 0.00% | No change | 17 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +21.4% | 17 | $8K |
| Keener Financial Planning LLC | 0.00% | No change | 17 | $8K |
| First PREMIER Bank | 0.00% | No change | 15 | $7K |
| LRI Investments, LLC | 0.00% | No change | 14 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +180.0% | 14 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 14 | $7K |
| New Wave Wealth Advisors LLC | 0.00% | New | 13 | $6K |
| Centennial Bank | 0.00% | No change | 13 | $6K |
| Tucker Asset Management LLC | 0.00% | Reduce -23.5% | 13 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -65.7% | 12 | $6K |
| Golden State Wealth Management, LLC | 0.00% | — | 11 | $5K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 11 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 10 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -8.3% | 11 | $5K |
| Millstone Evans Group, LLC | 0.00% | — | 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 |
| Dunhill Financial, LLC | 0.00% | Add +25.0% | 10 | $5K |
| Northwest Capital Management Inc | 0.00% | No change | 9 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 9 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 8 | $4K |
| Frazier Financial Advisors, LLC | 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 |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 8 | $4K |
| NFSG Corp | 0.00% | New | 7 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 7 | $3K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 7 | $3K |
| City State Bank | 0.00% | No change | 7 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 6 | $3K |
| Burkett Financial Services, LLC | 0.00% | No change | 6 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 6 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $3K |
| Webster Bank, N. A. | 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 |
| Sierra Ocean, LLC | 0.00% | — | 5 | $2K |
| Synergy Investment Management, LLC | 0.00% | — | 5 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 6 | $2K |
| Granite FO LLC | 0.00% | No change | 4 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 4 | $2K |
| SouthState Bank Corp | 0.00% | New | 4 | $2K |
| Clark Wealth Partners | 0.00% | — | 3 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 3 | $1K |
| Painted Porch Advisors LLC | 0.00% | Reduce -50.0% | 2 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 2 | $961 |
| Principia Wealth Advisory, LLC | 0.00% | — | 2 | $961 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $961 |
| PSI Advisors, LLC | 0.00% | No change | 2 | $961 |
| West Paces Advisors Inc. | 0.00% | No change | 2 | $961 |
| Bokf, NA | 0.00% | Add +100.0% | 2 | $906 |
| WealthTrak Capital Management LLC | 0.00% | — | 1 | $481 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $481 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $480 |
| Transce3nd, LLC | 0.00% | — | 1 | $480 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $480 |
| NewSquare Capital LLC | 0.00% | New | 1 | $480 |
| Zions Bancorporation, N.A. | 0.00% | No change | 1 | $480 |
| Y.D. More Investments Ltd | 0.00% | Add +119.0% | 46 | $61 |
"% of holder's portfolio" is FDS's weight in each manager's 13F, not the share of Factset Research Systems Inc. the manager owns.