Factset Research SystemsFDS
13F holders, Q1 2025 (March 31)828holders −18
75new positions
89sold out
10famous investors
$454.31avg. 13F price*
At the end of Q1 2025, 828 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, down 18 from Q4 2024. 75 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.6B) and Baron Capital (BAMCO) ($1.0B). 10 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $135.9M |
| Exits | 89 | $208.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,899,755 shares bought and 2,182,035 shares sold, net −282,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 828 holders
| Vanguard Group Inc. | 0.04% | Add +3.0% | 4,795,354 | $2.2B |
| BlackRock, Inc. | 0.03% | Add +0.9% | 3,516,507 | $1.6B |
| Baron Capital (BAMCO) | 3.00% | Reduce -4.6% | 2,248,026 | $1.0B |
| Morgan Stanley | 0.06% | Add +9.3% | 1,948,806 | $886.0M |
| State Street Corp. | 0.04% | Reduce -1.3% | 1,922,015 | $873.8M |
| Loomis Sayles & Co. L P | 0.98% | Reduce -1.2% | 1,484,152 | $674.8M |
| Wells Fargo & Company | 0.15% | Reduce -1.8% | 1,386,900 | $630.5M |
| Ninety One UK Ltd | 1.51% | Reduce -1.6% | 1,191,949 | $541.9M |
| Geode Capital Management, LLC | 0.04% | Add +3.5% | 1,135,221 | $515.4M |
| Kayne Anderson Rudnick Investment Management LLC | 1.20% | Reduce -13.2% | 1,075,653 | $489.0M |
| Bank of America Corp. | 0.02% | Add +0.5% | 544,166 | $247.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.22% | Add +4.4% | 528,045 | $240.1M |
| JPMorgan Chase & Co. | 0.02% | Add +0.9% | 505,761 | $229.9M |
| Invesco Ltd. | 0.04% | Add +7.6% | 490,698 | $223.1M |
| Citadel Advisors | 0.21% | Add +0.1% | 468,372 | $212.9M |
| Northern Trust Corp. | 0.03% | Add +1.9% | 405,616 | $184.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.6% | 396,173 | $180.1M |
| ProShare Advisors LLC | 0.38% | Add +4255.0% | 372,308 | $169.3M |
| Nordea Investment Management AB | 0.17% | Add +4.9% | 357,113 | $160.6M |
| PineStone Asset Management Inc. | 1.20% | Add +19.3% | 349,578 | $158.9M |
| Amundi | 0.06% | Reduce -4.3% | 353,945 | $155.5M |
| Champlain Investment Partners, LLC | 1.01% | Reduce -7.5% | 307,297 | $139.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +1.2% | 301,336 | $137.0M |
| Boston Trust Walden Corp | 0.99% | Reduce -1.5% | 297,070 | $135.1M |
| Legal & General Group Plc | 0.04% | Add +3.2% | 295,009 | $134.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.3% | 269,534 | $122.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.0% | 268,603 | $122.1M |
| Fiera Capital Corp | 0.43% | Reduce -8.6% | 260,914 | $118.6M |
| Tandem Investment Advisors, Inc. | 3.97% | Add +2.5% | 250,420 | $113.9M |
| Macquarie Group Ltd. | 0.12% | Reduce -16.8% | 219,786 | $99.9M |
| Voloridge Investment Management, LLC | 0.34% | Add +38.5% | 199,663 | $90.8M |
| Deutsche Bank AG | 0.03% | Add +6.9% | 189,577 | $86.2M |
| UBS Group AG | 0.02% | Add +18.6% | 189,240 | $86.0M |
| American Capital Management Inc. | 3.29% | Add +2.1% | 177,632 | $80.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.8% | 169,635 | $77.1M |
| California Public Employees Retirement System | 0.05% | Reduce -3.1% | 165,942 | $75.4M |
| Everett Harris & Co. | 0.87% | Reduce -1.0% | 148,361 | $67.5M |
| Raymond James Financial Inc. | 0.03% | Add +2.4% | 147,316 | $67.0M |
| Royal London Asset Management Ltd. | 0.14% | Add +11.2% | 132,797 | $60.4M |
| Nuveen, LLC | 0.02% | — | 119,100 | $54.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.5% | 118,789 | $54.0M |
| Markel Group | 0.47% | No change | 116,720 | $53.1M |
| Vest Financial, LLC | 0.81% | New | 115,354 | $52.4M |
| Royal Bank of Canada | 0.01% | Reduce -0.9% | 111,976 | $50.9M |
| Barclays PLC | 0.02% | Add +11.6% | 110,446 | $50.2M |
| Millennium Management | 0.05% | Add +58.6% | 110,409 | $50.2M |
| HSBC Holdings PLC | 0.03% | Add +4.1% | 109,776 | $49.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -18.0% | 99,270 | $45.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +10.6% | 97,887 | $44.5M |
| Natixis Advisors, LLC | 0.08% | Reduce -10.7% | 92,337 | $42.0M |
| Nomura Asset Management Co. Ltd. | 0.13% | Add +699.4% | 91,861 | $41.8M |
| HighTower Advisors, LLC | 0.06% | Reduce -5.2% | 89,018 | $40.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | Add +3.9% | 85,016 | $38.7M |
| FMR LLC | 0.00% | Add +2.4% | 84,334 | $38.3M |
| LPL Financial LLC | 0.01% | Add +9.9% | 83,515 | $38.0M |
| Rhumbline Advisers | 0.04% | Add +5.5% | 83,310 | $37.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -2.2% | 79,596 | $36.2M |
| Sei Investments Co. | 0.05% | Add +10.3% | 78,877 | $35.9M |
| Dundas Partners LLP | 2.50% | No change | 74,556 | $33.9M |
| Citigroup Inc. | 0.03% | Add +88.3% | 72,773 | $33.1M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.51% | No change | 66,576 | $30.3M |
| Earnest Partners LLC | 0.14% | Reduce -1.0% | 64,915 | $29.5M |
| Copeland Capital Management, LLC | 0.59% | Reduce -2.0% | 64,749 | $29.4M |
| California State Teachers Retirement System | 0.03% | Reduce -1.3% | 60,571 | $27.5M |
| Ninety One North America, Inc. | 1.82% | Reduce -7.3% | 59,342 | $27.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.2% | 55,398 | $25.2M |
| Sone Capital Management, LLC | 2.47% | New | 52,852 | $24.0M |
| Janney Montgomery Scott LLC | 0.07% | Add +39.1% | 51,674 | $23.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -87.0% | 50,653 | $23.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.7% | 49,837 | $22.7M |
| Saybrook Capital | 5.83% | Reduce -4.7% | 46,467 | $21.1M |
| Russell Investments Group, Ltd. | 0.03% | Add +35.8% | 42,469 | $19.3M |
| Stifel Financial Corp. | 0.02% | Reduce -5.7% | 42,207 | $19.2M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.18% | Reduce -2.1% | 43,254 | $18.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.3% | 38,972 | $17.7M |
| Woodline Partners LP | 0.11% | Add +1560.4% | 37,891 | $17.2M |
| Heron Bay Capital Management | 3.54% | Reduce -0.2% | 37,011 | $16.8M |
| Bank of Montreal | 0.01% | Reduce -31.9% | 36,153 | $16.4M |
| Man Group plc | 0.05% | Add +4.4% | 35,989 | $16.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Add +1.3% | 35,453 | $16.1M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 34,700 | $15.8M |
| Two Sigma Investments, LP | 0.04% | Add +383.1% | 34,030 | $15.5M |
| Running Oak Capital LLC | 1.86% | Add +13.3% | 33,898 | $15.4M |
| State of Michigan Retirement System | 0.09% | No change | 33,635 | $15.3M |
| Azora Capital LP | 1.03% | New | 33,506 | $15.2M |
| Marks Group Wealth Management, Inc | 1.44% | Add +4.1% | 32,850 | $14.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Reduce -4.7% | 32,959 | $14.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -3.1% | 31,705 | $14.4M |
| Bath Savings Trust Co | 1.45% | Reduce -2.0% | 30,887 | $14.0M |
| Aberdeen Group plc | 0.03% | Reduce -59.3% | 30,575 | $13.8M |
| Baird Financial Group, Inc. | 0.03% | Add +3.8% | 28,931 | $13.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -4.9% | 28,394 | $12.9M |
| National Bank of Canada | 0.02% | Reduce -9.2% | 28,364 | $12.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.8% | 27,472 | $12.5M |
| Prana Capital Management, LP | 0.51% | Add +1416.2% | 27,458 | $12.5M |
| &partners | 0.13% | Reduce -3.3% | 26,838 | $12.0M |
| Freestone Grove Partners LP | 0.12% | Add +3187.1% | 26,428 | $12.0M |
| Voya Investment Management LLC | 0.02% | Reduce -1.7% | 26,418 | $12.0M |
| Aviva PLC | 0.03% | Add +14.4% | 26,218 | $11.9M |
| Canoe Financial LP | 0.19% | Add +1.9% | 26,155 | $11.9M |
| Wendell David Associates Inc. | 1.17% | Reduce -14.0% | 25,767 | $11.7M |
| State of Wisconsin Investment Board | 0.03% | Add +2.4% | 25,739 | $11.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +108.1% | 25,488 | $11.6M |
| AQR Capital Management | 0.01% | Reduce -12.0% | 25,022 | $11.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -35.1% | 24,627 | $11.2M |
| APG Asset Management N.V. | 0.03% | Reduce -0.8% | 26,300 | $11.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.5% | 24,020 | $10.9M |
| Pictet Asset Management Holding SA | 0.01% | Add +3.8% | 23,720 | $10.8M |
| Interval Partners, LP | 0.38% | Add +14.8% | 23,369 | $10.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -6.9% | 22,983 | $10.4M |
| TD Asset Management Inc | 0.01% | Reduce -0.1% | 22,732 | $10.3M |
| Franklin Resources Inc. | 0.00% | Add +7.5% | 22,328 | $10.2M |
| Kennedy Capital Management LLC | 0.24% | Reduce -7.8% | 22,241 | $10.1M |
| Truist Financial Corp. | 0.02% | Reduce -3.9% | 22,199 | $10.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -18.5% | 21,957 | $10.0M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +0.0% | 20,320 | $9.2M |
| Whittier Trust Co. | 0.13% | Add +3.7% | 20,283 | $9.2M |
| Prudential Financial Inc. | 0.01% | Reduce -0.7% | 19,969 | $9.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.6% | 19,679 | $8.9M |
| Mattern Capital Management, LLC | 1.14% | Add +0.9% | 19,642 | $8.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +7.5% | 19,589 | $8.9M |
| JGP Wealth Management, LLC | 1.11% | Reduce -11.1% | 18,504 | $8.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -0.4% | 18,732 | $8.4M |
| Danske Bank A/S | 0.03% | Reduce -18.4% | 18,359 | $8.3M |
| Townsquare Capital LLC | 0.09% | Reduce -27.7% | 18,350 | $8.3M |
| L. Roy Papp & Associates, LLP | 1.02% | Reduce -2.9% | 18,308 | $8.3M |
| Norges Bank | 0.00% | Reduce -27.7% | 18,258 | $8.3M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -15.3% | 17,831 | $8.1M |
| Korea Investment CORP | 0.02% | Add +23.2% | 17,526 | $8.0M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -17.5% | 17,400 | $7.9M |
| ExodusPoint Capital Management, LP | 0.10% | Add +13.6% | 17,172 | $7.8M |
| Yousif Capital Management, LLC | 0.09% | Add +267.9% | 17,017 | $7.7M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -1.9% | 16,768 | $7.6M |
| Willis Investment Counsel | 0.50% | Reduce -71.7% | 16,486 | $7.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +0.7% | 16,450 | $7.5M |
| Tudor Investment Corporation | 0.06% | Add +1175.5% | 16,007 | $7.3M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +34.9% | 16,041 | $7.3M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -1.3% | 15,858 | $7.2M |
| Asset Management One Co., Ltd. | 0.02% | Add +10.6% | 15,749 | $7.2M |
| First Trust Advisors LP | 0.01% | Add +76.6% | 15,745 | $7.2M |
| Atria Investments, Inc | 0.09% | Add +0.3% | 15,689 | $7.1M |
| Gateway Investment Advisers LLC | 0.08% | Reduce -0.2% | 15,334 | $7.0M |
| Gabelli Funds LLC | 0.05% | Add +238.4% | 15,230 | $6.9M |
| Toronto Dominion Bank | 0.02% | Reduce -27.2% | 15,094 | $6.9M |
| Heartland Advisors Inc. | 0.39% | New | 14,929 | $6.8M |
| Mediolanum International Funds Ltd | 0.09% | Reduce -37.0% | 14,949 | $6.7M |
| AdvisorShares Investments LLC | 1.30% | Reduce -0.9% | 14,508 | $6.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -12.6% | 14,178 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -9.5% | 14,074 | $6.4M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -55.3% | 14,000 | $6.4M |
| AXA S.A. | 0.02% | Reduce -19.8% | 13,911 | $6.3M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | Add +0.9% | 13,805 | $6.3M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -7.4% | 13,800 | $6.3M |
| Beck Bode, LLC | 1.16% | Reduce -1.0% | 13,740 | $6.2M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Add +13.5% | 13,636 | $6.2M |
| Credit Agricole S A | 0.02% | Reduce -4.8% | 13,603 | $6.2M |
| Squarepoint Ops LLC | 0.01% | Add +447.1% | 13,459 | $6.1M |
| CIBC Asset Management Inc | 0.02% | Add +130.5% | 13,376 | $6.1M |
| Forsta Ap-Fonden | 0.04% | Add +27.7% | 12,900 | $5.9M |
| State of Alaska, Department of Revenue | 0.07% | Add +0.9% | 12,880 | $5.9M |
| Erste Asset Management GmbH | 0.07% | Reduce -6.2% | 12,873 | $5.8M |
| KLP Kapitalforvaltning As | 0.03% | No change | 12,600 | $5.7M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -7.0% | 12,468 | $5.7M |
| Comerica Bank | 0.02% | Add +12.7% | 12,419 | $5.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Add +0.9% | 12,296 | $5.6M |
| Hendershot Investments Inc. | 0.75% | Add +0.3% | 12,110 | $5.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.06% | Add +819.4% | 12,109 | $5.5M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -10.4% | 11,939 | $5.4M |
| Core Alternative Capital | 1.26% | Reduce -17.2% | 11,494 | $5.2M |
| American Century Companies Inc. | 0.00% | Reduce -26.6% | 11,374 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.6% | 11,322 | $5.2M |
| Commerce Bank | 0.03% | Add +1.7% | 11,289 | $5.1M |
| JLB & Associates Inc. | 0.71% | Reduce -1.3% | 11,236 | $5.1M |
| Kornitzer Capital Management Inc. | 0.11% | Reduce -0.0% | 11,144 | $5.1M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -9.2% | 11,082 | $5.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +1.4% | 11,040 | $5.0M |
| Banco Santander, S.A. | 0.06% | Add +22.1% | 11,023 | $5.0M |
| Arizona State Retirement System | 0.03% | Reduce -0.5% | 10,998 | $5.0M |
| GHP Investment Advisors, Inc. | 0.24% | Add +38850.0% | 10,906 | $5.0M |
| Storebrand Asset Management As | 0.02% | Reduce -32.8% | 10,891 | $5.0M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Add +4.3% | 10,828 | $4.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Reduce -15.0% | 10,739 | $4.9M |
| Regions Financial Corp. | 0.04% | Reduce -1.1% | 10,616 | $4.8M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +12.9% | 10,583 | $4.8M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -2.5% | 10,559 | $4.8M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +84.3% | 10,515 | $4.8M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.8% | 10,464 | $4.8M |
| Jensen Investment Management Inc. | 0.05% | Reduce -13.3% | 10,400 | $4.7M |
| Parr McKnight Wealth Management Group, LLC | 0.67% | Add +2.0% | 10,214 | $4.6M |
| Public Sector Pension Investment Board | 0.02% | Add +3.3% | 10,193 | $4.6M |
| M&T Bank Corp | 0.02% | Reduce -14.6% | 10,160 | $4.6M |
| Handelsbanken Fonder AB | 0.02% | No change | 10,051 | $4.6M |
| Fisher Asset Management | 0.00% | Reduce -79.1% | 9,997 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.6% | 9,861 | $4.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +10.1% | 9,544 | $4.3M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -0.5% | 9,704 | $4.3M |
| US Bancorp \de | 0.01% | Reduce -24.3% | 9,510 | $4.3M |
| NorthCoast Asset Management LLC | 0.02% | Add +1.1% | 9,485 | $4.3M |
| Stonebridge Financial Group, LLC | 0.46% | Add +3.0% | 9,430 | $4.3M |
| Corebridge Financial, Inc. | 0.02% | Reduce -3.3% | 9,127 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Add +3.0% | 9,117 | $4.1M |
| Capital Insight Partners, LLC | 0.71% | Reduce -5.5% | 8,935 | $4.1M |
| Two Sigma Advisers, LP | 0.01% | New | 8,900 | $4.0M |
| Susquehanna Fundamental Investments, LLC | 0.07% | Reduce -63.0% | 8,783 | $4.0M |
| Somerset Trust Co | 1.41% | Add +3.8% | 8,735 | $4.0M |
| Czech National Bank | 0.04% | Add +6.0% | 8,734 | $4.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +7.7% | 8,697 | $4.0M |
| Birch Capital Management, LLC | 2.04% | Add +0.3% | 8,611 | $3.9M |
| Brown Advisory Inc. | 0.01% | Reduce -0.5% | 8,606 | $3.9M |
| Stephens Inc. | 0.06% | Reduce -1.5% | 8,578 | $3.9M |
| Van Eck Associates Corp. | 0.01% | Add +2.4% | 8,465 | $3.8M |
| LBP Am SA | 0.06% | Add +3.2% | 8,442 | $3.8M |
| Intech Investment Management LLC | 0.04% | Add +7.9% | 8,404 | $3.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +10.7% | 8,298 | $3.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.6% | 8,173 | $3.7M |
| Eukles Asset Management | 1.61% | Add +2.9% | 8,053 | $3.7M |
| Linden Thomas Advisory Services, LLC | 0.47% | Add +1.6% | 8,017 | $3.6M |
| Amalgamated Bank | 0.03% | Add +0.5% | 7,973 | $3.6M |
| Sciencast Management LP | 0.81% | Add +41.4% | 7,737 | $3.5M |
| Exchange Traded Concepts, LLC | 0.06% | Add +5955.1% | 7,690 | $3.5M |
| Mackenzie Financial Corp. | 0.00% | Add +21.3% | 7,476 | $3.4M |
| Coastal Bridge Advisors, LLC | 0.48% | Add +0.2% | 7,426 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -90.2% | 7,276 | $3.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -0.1% | 7,273 | $3.3M |
| Procyon Advisors, LLC | 0.20% | Add +5.1% | 7,146 | $3.2M |
| Prospera Financial Services Inc | 0.07% | Reduce -0.4% | 7,009 | $3.2M |
| IFM Investors Pty Ltd | 0.03% | No change | 6,965 | $3.2M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -25.1% | 6,836 | $3.1M |
| Alberta Investment Management Corp | 0.02% | No change | 6,800 | $3.1M |
| Tsai Capital Corp | 2.51% | Add +1.4% | 6,714 | $3.1M |
| Xponance LLC | 0.03% | Add +2.3% | 6,558 | $3.0M |
| DNB Asset Management AS | 0.01% | Reduce -1.6% | 6,502 | $3.0M |
| Evoke Wealth, LLC | 0.07% | Reduce -11.8% | 6,314 | $2.9M |
| Kensington Investment Counsel, LLC | 1.27% | Reduce -2.5% | 6,278 | $2.9M |
| Utah Retirement Systems | 0.03% | No change | 6,254 | $2.8M |
| Jump Financial, LLC | 0.04% | Add +1089.8% | 6,056 | $2.8M |
| Swiss Life Asset Management Ltd | 0.02% | Add +29.1% | 6,010 | $2.7M |
| Bright Rock Capital Management, LLC | 0.57% | No change | 6,000 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +35.6% | 5,927 | $2.7M |
| Delta Global Management LP | 0.19% | New | 5,772 | $2.6M |
| FORA Capital, LLC | 0.27% | New | 5,746 | $2.6M |
| Strong Tower Advisory Services | 0.64% | Add +27.9% | 6,403 | $2.6M |
| Cibc World Market Inc. | 0.01% | Add +341.3% | 5,706 | $2.6M |
| Accurate Wealth Management, LLC | 0.49% | New | 6,020 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.8% | 5,599 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | New | 5,560 | $2.5M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -19.2% | 5,557 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -27.9% | 5,458 | $2.5M |
| Florida Trust Wealth Management Co | 0.08% | Reduce -1.6% | 5,422 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +0.3% | 5,391 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +5.5% | 5,306 | $2.4M |
| Andra AP-fonden | 0.04% | Reduce -56.9% | 5,300 | $2.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.10% | Reduce -5.0% | 5,286 | $2.4M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.40% | Add +24.6% | 5,198 | $2.4M |
| Stiles Financial Services Inc | 0.90% | Reduce -6.8% | 5,158 | $2.3M |
| UniSuper Management Pty Ltd | 0.02% | Add +8.4% | 5,157 | $2.3M |
| Waverly Advisors, LLC | 0.03% | Add +4.5% | 5,110 | $2.3M |
| KBC Group NV | 0.01% | Reduce -16.7% | 5,081 | $2.3M |
| New York Life Investment Management LLC | 0.02% | Reduce -0.1% | 5,078 | $2.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.1% | 5,039 | $2.3M |
| NewEdge Wealth, LLC | 0.04% | Reduce -9.0% | 5,033 | $2.3M |
| Cetera Investment Advisers | 0.00% | Reduce -10.8% | 4,989 | $2.3M |
| Azzad Asset Management Inc. | 0.26% | New | 4,871 | $2.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +0.7% | 4,808 | $2.2M |
| Captrust Financial Advisors | 0.01% | Reduce -2.0% | 4,804 | $2.2M |
| Quantinno Capital Management LP | 0.01% | Add +38.0% | 4,781 | $2.2M |
| XTX Topco Ltd | 0.11% | New | 4,769 | $2.2M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -48.6% | 4,735 | $2.2M |
| ICW Investment Advisors LLC | 0.86% | Add +0.7% | 4,666 | $2.1M |
| Palumbo Wealth Management LLC | 0.70% | Add +41.4% | 4,615 | $2.1M |
| Cibc World Markets Corp. | 0.02% | Reduce -23.3% | 4,585 | $2.1M |
| Cerity Partners LLC | 0.00% | Reduce -7.0% | 4,540 | $2.1M |
| PFG Advisors | 0.11% | Add +46.7% | 4,455 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.8% | 4,421 | $2.0M |
| Sepio Capital, LP | 0.16% | Reduce -2.7% | 4,396 | $2.0M |
| Greenleaf Trust | 0.02% | Reduce -3.2% | 4,388 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +4.9% | 4,358 | $2.0M |
| Harbor Capital Advisors, Inc. | 0.09% | Add +2.5% | 4,355 | $2.0M |
| Cascades Capital Asset Management, LLC | 1.09% | Reduce -1.0% | 4,336 | $2.0M |
| Naples Global Advisors, LLC | 0.18% | Add +3.7% | 4,268 | $1.9M |
| AlphaQuest LLC | 0.21% | Add +1049.5% | 4,253 | $1.9M |
| Investment Management Corp of Ontario | 0.04% | New | 4,217 | $1.9M |
| Sterling Capital Management LLC | 0.03% | Reduce -10.4% | 4,208 | $1.9M |
| Cordatus Wealth Management LLC | 0.52% | Reduce -0.3% | 4,183 | $1.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.6% | 4,216 | $1.9M |
| Candriam S.C.A. | 0.01% | Reduce -11.3% | 4,041 | $1.8M |
| LWM Advisory Services, LLC | 1.26% | No change | 4,000 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.6% | 3,979 | $1.8M |
| Bank of Nova Scotia | 0.00% | Reduce -21.7% | 3,972 | $1.8M |
| OP Asset Management Ltd | 0.03% | — | 3,908 | $1.8M |
| Aurora Investment Managers, LLC. | 1.11% | Reduce -0.3% | 3,880 | $1.8M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 3,750 | $1.7M |
| Venturi Wealth Management, LLC | 0.09% | Reduce -0.8% | 3,750 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +5.7% | 3,740 | $1.7M |
| Creative Planning | 0.00% | Reduce -3.3% | 3,647 | $1.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +52.3% | 3,637 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -12.9% | 3,588 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +19.7% | 3,572 | $1.6M |
| Nomura Holdings Inc. | 0.01% | Add +183.8% | 3,562 | $1.6M |
| Mirabella Financial Services LLP | 0.07% | Add +16.8% | 3,504 | $1.6M |
| Ofi Invest Asset Management | 0.04% | Reduce -20.4% | 3,741 | $1.6M |
| Gotham Asset Management | 0.01% | New | 3,434 | $1.6M |
| Rakuten Investment Management, Inc. | 0.01% | — | 3,476 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.5% | 3,372 | $1.5M |
| Taylor Frigon Capital Management LLC | 0.92% | Add +0.5% | 3,385 | $1.5M |
| Nicholson Wealth Management Group, LLC | 1.01% | Add +2.6% | 3,371 | $1.5M |
| Eads & Heald Wealth Management | 0.78% | Reduce -1.9% | 3,363 | $1.5M |
| Wolf Group Capital Advisors | 0.51% | Reduce -7.4% | 3,335 | $1.5M |
| Logan Capital Management Inc. | 0.07% | Reduce -0.2% | 3,271 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 3,258 | $1.5M |
| Prudential PLC | 0.01% | No change | 3,237 | $1.5M |
| Metis Global Partners, LLC | 0.04% | Add +14.8% | 3,201 | $1.5M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -3.6% | 3,180 | $1.4M |
| Achmea Investment Management B.V. | 0.02% | No change | 3,152 | $1.4M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +159.3% | 3,135 | $1.4M |
| Avanza Fonder AB | 0.05% | No change | 3,084 | $1.4M |
| Shell Asset Management Co. | 0.07% | Reduce -4.0% | 3,057 | $1.4M |
| Integrated Investment Consultants, LLC | 0.28% | Add +0.8% | 3,056 | $1.4M |
| Mizuho Securities USA LLC | 0.03% | Reduce -15.4% | 3,045 | $1.4M |
| Pacific Point Advisors, LLC | 0.77% | Add +10.7% | 3,042 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -67.8% | 3,034 | $1.4M |
| Gen-Wealth Partners Inc | 0.58% | Add +78.0% | 3,032 | $1.4M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | No change | 2,998 | $1.4M |
| Tredje AP-fonden | 0.01% | No change | 2,994 | $1.4M |
| Kesler, Norman & Wride, LLC | 0.26% | Reduce -6.3% | 2,993 | $1.4M |
| Spinnaker Trust | 0.09% | No change | 2,922 | $1.3M |
| Mizuho Markets Americas LLC | 0.03% | New | 2,848 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 2,829 | $1.3M |
| Ossiam | 0.02% | Reduce -0.8% | 2,795 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Add +160.2% | 2,766 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Add +5.5% | 2,748 | $1.2M |
| Marshall Financial Group, LLC | 0.27% | Add +5.1% | 2,711 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.0% | 2,705 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +35.1% | 2,680 | $1.2M |
| Arkadios Wealth Advisors | 0.04% | Add +0.2% | 2,572 | $1.2M |
| Ethic Inc. | 0.02% | Reduce -13.6% | 2,541 | $1.2M |
| McDonald Partners LLC | 0.30% | Add +7.3% | 2,518 | $1.2M |
| Knollwood Investment Advisory, LLC | 0.13% | No change | 2,550 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +3.4% | 2,546 | $1.2M |
| Dakota Wealth Management | 0.03% | Add +1.8% | 2,544 | $1.2M |
| Burney Co./ | 0.04% | Reduce -6.6% | 2,538 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +9.0% | 2,510 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -6.0% | 2,494 | $1.1M |
| Henshaw Capital LLC | 0.05% | Add +11.0% | 2,481 | $1.1M |
| Legacy Advisors, LLC | 0.12% | Reduce -1.1% | 2,463 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | Add +67.2% | 2,432 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -5.6% | 2,415 | $1.1M |
| Radnor Capital Management, LLC | 0.18% | No change | 2,410 | $1.1M |
| Portside Wealth Group, LLC | 0.18% | Reduce -30.5% | 2,398 | $1.1M |
| Connable Office Inc. | 0.12% | No change | 2,390 | $1.1M |
| Dock Street Asset Management Inc. | 0.13% | Add +132.8% | 2,377 | $1.1M |
| Vident Advisory, LLC | 0.02% | Add +86.2% | 2,376 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -29.7% | 2,369 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +12.4% | 2,362 | $1.1M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0.58% | New | 2,358 | $1.1M |
| Profit Investment Management, LLC | 0.99% | No change | 2,349 | $1.1M |
| Palisade Asset Management, LLC | 0.11% | Add +4.5% | 2,345 | $1.1M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.0% | 2,319 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -2.7% | 2,295 | $1.0M |
| Novem Group | 0.15% | Add +36.6% | 2,279 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -35.0% | 2,270 | $1.0M |
| Institute for Wealth Management, LLC. | 0.13% | Add +5.0% | 2,255 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -7.5% | 2,243 | $1.0M |
| D.B. Root & Company, LLC | 0.33% | Add +2.1% | 2,218 | $1.0M |
| Trail Ridge Investment Advisors, LLC | 0.52% | No change | 2,200 | $1.0M |
| Schroder Investment Management Group | 0.00% | Reduce -13.7% | 2,210 | $992K |
| Manchester Capital Management LLC | 0.12% | Reduce -0.8% | 2,092 | $951K |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -8.1% | 2,090 | $950K |
| Securian Asset Management, Inc. | 0.03% | No change | 2,088 | $949K |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -30.4% | 2,076 | $943K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.2% | 2,061 | $937K |
| Landscape Capital Management, L.L.C. | 0.08% | New | 2,058 | $936K |
| DAVENPORT & Co LLC | 0.01% | Add +21.3% | 2,042 | $928K |
| Allstate Corp. | 0.03% | Add +81.2% | 2,026 | $921K |
| Kintegral Advisory, LLC | 0.09% | Reduce -0.3% | 2,014 | $916K |
| Jones Financial Companies LLLP | 0.00% | Add +24.0% | 2,029 | $911K |
| Louisiana State Employees Retirement System | 0.02% | No change | 2,000 | $909K |
| Benjamin Edwards Inc. | 0.01% | Add +1.8% | 1,998 | $909K |
| Mitchell & Pahl Private Wealth, LLC | 0.42% | Add +0.3% | 1,966 | $894K |
| Diversified Trust Co. | 0.02% | Reduce -0.4% | 1,956 | $889K |
| Argent Capital Management LLC | 0.03% | No change | 1,955 | $889K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.2% | 1,949 | $886K |
| Klein Pavlis & Peasley Financial, Inc. | 0.64% | Add +7.8% | 1,937 | $885K |
| Valmark Advisers, Inc. | 0.01% | Add +0.1% | 1,944 | $884K |
| Pacer Advisors, Inc. | 0.00% | Reduce -35.9% | 1,943 | $883K |
| Private Advisor Group, LLC | 0.01% | Add +32.8% | 1,933 | $879K |
| Ostrum Asset Management | 0.05% | Reduce -47.4% | 1,932 | $878K |
| Norinchukin Bank, The | 0.02% | Add +14.9% | 1,919 | $872K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -26.2% | 1,917 | $872K |
| Allianz Asset Management GmbH | 0.00% | Reduce -49.3% | 1,857 | $844K |
| Gibbs Wealth Management | 0.20% | Add +24.7% | 1,853 | $842K |
| Cerro Pacific Wealth Advisors LLC | 0.27% | Reduce -0.3% | 1,753 | $842K |
| Formidable Asset Management, LLC | 0.14% | Reduce -2.3% | 1,839 | $836K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 1,804 | $820K |
| New Mexico Educational Retirement Board | 0.03% | No change | 1,800 | $818K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -5.8% | 1,796 | $817K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -15.5% | 1,778 | $808K |
| Chicago Capital, LLC | 0.02% | No change | 1,771 | $805K |
| Natixis | 0.00% | Reduce -41.8% | 1,776 | $801K |
| SkyView Investment Advisors, LLC | 0.12% | Add +6.0% | 1,761 | $800K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -40.8% | 1,757 | $799K |
| Glenmede Trust Co. NA | 0.00% | Reduce -4.1% | 1,738 | $790K |
| Board of the Pension Protection Fund | 0.88% | Add +88.9% | 1,700 | $773K |
| Congress Asset Management Co. | 0.01% | Reduce -99.3% | 1,691 | $769K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -20.0% | 1,685 | $766K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -74.4% | 1,665 | $757K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -69.0% | 1,599 | $727K |
| GAMCO Investors | 0.01% | No change | 1,565 | $712K |
| Advisors Preferred, LLC | 0.10% | New | 1,553 | $710K |
| Promus Capital, LLC | 0.53% | Add +7.5% | 1,534 | $697K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -10.5% | 1,510 | $687K |
| Anchor Capital Advisors LLC | 0.02% | No change | 1,500 | $682K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 1,479 | $672K |
| CoreCap Advisors, LLC | 0.03% | Add +10.7% | 1,477 | $672K |
| Fifth Third Bancorp | 0.00% | Add +1.6% | 1,470 | $668K |
| Cwm, LLC | 0.00% | Reduce -19.6% | 1,469 | $668K |
| SlateStone Wealth, LLC | 0.07% | New | 1,465 | $666K |
| FourThought Financial Partners, LLC | 0.07% | Add +1.4% | 1,457 | $662K |
| PGGM Investments | 0.01% | No change | 1,444 | $657K |
| J. W. Coons Advisors, LLC | 0.17% | No change | 1,445 | $657K |
| Central Pacific Bank - Trust Division | 0.10% | Reduce -1.3% | 1,444 | $657K |
| Conestoga Capital Advisors, LLC | 0.01% | No change | 1,437 | $653K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.4% | 1,433 | $651K |
| HB Wealth Management, LLC | 0.01% | Add +172.3% | 1,427 | $649K |
| Verition Fund Management LLC | 0.00% | Reduce -97.0% | 1,396 | $635K |
| QRG Capital Management, Inc. | 0.01% | Add +4.7% | 1,339 | $609K |
| Panagora Asset Management Inc. | 0.00% | Reduce -65.9% | 1,338 | $608K |
| Impact Capital Partners LLC | 0.22% | Add +7.5% | 1,306 | $594K |
| Norden Group LLC | 0.07% | Reduce -61.3% | 1,296 | $589K |
| Global X Japan Co., Ltd. | 0.07% | New | 1,296 | $589K |
| Independent Advisor Alliance | 0.02% | Add +193.8% | 1,290 | $587K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.4% | 1,470 | $586K |
| Dividend Assets Capital, LLC | 0.11% | No change | 1,285 | $584K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 1,280 | $582K |
| Park Avenue Securities LLC | 0.01% | Reduce -35.6% | 1,269 | $577K |
| Capital Investment Services of America, Inc. | 0.06% | Reduce -6.0% | 1,250 | $568K |
| Mattern Wealth Management LLC | 0.12% | Add +4.2% | 1,226 | $557K |
| Baker Tilly Wealth Management, LLC | 0.22% | Reduce -5.0% | 1,213 | $552K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.3% | 1,210 | $550K |
| Quantum Private Wealth, LLC | 0.21% | No change | 1,202 | $546K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -0.2% | 1,201 | $546K |
| KFG Wealth Management, LLC | 0.10% | Add +6.1% | 1,195 | $543K |
| Koshinski Asset Management, Inc. | 0.05% | Add +32.2% | 1,178 | $535K |
| Bessemer Group Inc. | 0.00% | Add +284.3% | 1,176 | $535K |
| Vontobel Holding Ltd. | 0.00% | Reduce -8.5% | 1,173 | $533K |
| Sage Private Wealth Group, LLC | 0.40% | Add +3.0% | 1,162 | $528K |
| Nilsine Partners, LLC | 0.06% | Reduce -5.8% | 1,152 | $524K |
| denkapparat Operations GmbH | 0.55% | Add +108.0% | 1,148 | $522K |
| Argent Trust Co | 0.02% | Reduce -5.8% | 1,144 | $520K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 1,126 | $512K |
| Summit Financial, LLC | 0.01% | Add +0.4% | 1,125 | $511K |
| D.A. Davidson & Co. | 0.00% | No change | 1,118 | $508K |
| Contravisory Investment Management, Inc. | 0.11% | New | 1,117 | $508K |
| HM Payson & Co. | 0.01% | Reduce -13.3% | 1,116 | $507K |
| Applied Finance Capital Management, LLC | 0.04% | Add +5.2% | 1,112 | $506K |
| Verity & Verity, LLC | 0.04% | Add +10.3% | 1,106 | $503K |
| Merit Financial Group, LLC | 0.01% | New | 1,104 | $502K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 1,098 | $499K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +4.4% | 1,096 | $498K |
| McElhenny Sheffield Capital Management, LLC | 0.19% | New | 1,090 | $496K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +20.1% | 1,087 | $494K |
| Apollon Wealth Management, LLC | 0.01% | Add +10.8% | 1,084 | $493K |
| Provident Investment Management, Inc. | 0.05% | Reduce -1.8% | 1,083 | $492K |
| Financial Advocates Investment Management | 0.03% | Add +2.5% | 1,080 | $491K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -11.0% | 1,080 | $491K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.7% | 1,077 | $490K |
| Empirical Asset Management, LLC | 0.17% | Reduce -61.1% | 1,076 | $489K |
| Composition Wealth, LLC | 0.01% | Reduce -2.0% | 1,074 | $488K |
| Ninety One SA (Pty) Ltd | 0.09% | Add +2.0% | 1,068 | $486K |
| Alliance Wealth Advisors, LLC | 0.13% | Reduce -45.1% | 1,056 | $480K |
| LMCG Investments, LLC | 0.03% | Reduce -0.9% | 1,056 | $480K |
| Aspen Grove Capital, LLC | 0.09% | New | 1,046 | $476K |
| Lindenwold Advisors, INC | 0.26% | Reduce -1.6% | 1,045 | $475K |
| Cresset Asset Management, LLC | 0.00% | Reduce -24.4% | 1,043 | $474K |
| V-Square Quantitative Management LLC | 0.07% | Add +4.0% | 1,029 | $468K |
| Wesbanco Bank Inc. | 0.02% | No change | 1,029 | $468K |
| Ashton Thomas Securities, LLC | 0.13% | Reduce -0.9% | 1,023 | $465K |
| Amiral Gestion | 0.25% | No change | 1,000 | $455K |
| Ballentine Partners, LLC | 0.01% | Add +1.0% | 998 | $454K |
| Leonteq Securities AG | 0.03% | Add +43.4% | 995 | $452K |
| First Financial Bank - Trust Division | 0.04% | Reduce -51.6% | 993 | $451K |
| Hurlow Wealth Management Group, Inc. | 0.14% | No change | 988 | $449K |
| Silver Lake Advisory, LLC | 0.19% | No change | 981 | $446K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -1.3% | 978 | $445K |
| Empowered Funds, LLC | 0.01% | Add +27.6% | 972 | $442K |
| Empirical Finance, LLC | 0.03% | Add +5.9% | 971 | $441K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 971 | $441K |
| Tidal Investments LLC | 0.00% | Reduce -11.8% | 960 | $436K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -1.2% | 957 | $435K |
| GAMMA Investing LLC | 0.03% | Reduce -10.8% | 946 | $430K |
| D. E. Shaw & Co. | 0.00% | Reduce -79.4% | 946 | $430K |
| CI Investments Inc. | 0.00% | Add +10.8% | 945 | $430K |
| Apeiron RIA LLC | 0.13% | Add +6.7% | 945 | $430K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -3.0% | 942 | $428K |
| National Philanthropic Trust | 0.01% | No change | 940 | $427K |
| Wallace Advisory Group, LLC | 0.29% | Reduce -1.0% | 885 | $425K |
| Atlas Legacy Advisors, LLC | 0.11% | Add +0.2% | 920 | $418K |
| Numerai GP LLC | 0.08% | Reduce -62.2% | 908 | $413K |
| Andina Capital Management, LLC | 0.29% | Add +23.7% | 907 | $412K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -7.3% | 955 | $410K |
| TruNorth Capital Management, LLC | 0.10% | New | 900 | $409K |
| Roberts Glore & Co. Inc. | 0.12% | Reduce -5.3% | 897 | $408K |
| Outlook Wealth Advisors, LLC | 0.11% | Add +0.8% | 891 | $405K |
| Signal Advisors Wealth, LLC | 0.04% | Add +0.3% | 873 | $397K |
| Alhambra Investment Management LLC | 0.20% | Reduce -12.1% | 870 | $396K |
| Harbor Investment Advisory, LLC | 0.04% | Add +0.8% | 870 | $396K |
| United Services Automobile Association | 0.01% | New | 878 | $394K |
| S-Bank Fund Management Ltd | 0.07% | — | 864 | $393K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 864 | $393K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +1.2% | 860 | $391K |
| Spire Wealth Management | 0.01% | Reduce -5.8% | 859 | $390K |
| Mutual Advisors, LLC | 0.01% | Add +12.7% | 916 | $389K |
| Lafayette Investments, Inc. | 0.08% | Add +16.1% | 846 | $385K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -54.0% | 846 | $385K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -1.5% | 843 | $383K |
| MAI Capital Management | 0.00% | Add +0.8% | 836 | $380K |
| Perbak Capital Partners LLP | 0.28% | New | 828 | $376K |
| Alps Advisors Inc. | 0.00% | Add +3.1% | 822 | $374K |
| West Coast Financial LLC | 0.04% | Reduce -12.3% | 819 | $372K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +4.9% | 809 | $368K |
| Counterpoint Mutual Funds LLC | 0.05% | New | 797 | $362K |
| Strategy Asset Managers LLC | 0.07% | Add +5.9% | 790 | $359K |
| Belpointe Asset Management LLC | 0.02% | Reduce -4.3% | 788 | $358K |
| Axq Capital, LP | 0.14% | New | 788 | $358K |
| Larson Financial Group LLC | 0.02% | Add +27.1% | 783 | $356K |
| Aureus Asset Management, LLC | 0.02% | No change | 775 | $352K |
| Haverford Trust Co | 0.00% | Reduce -0.3% | 772 | $351K |
| Sowell Financial Services LLC | 0.02% | New | 764 | $347K |
| World Investment Advisors | 0.01% | Add +41.5% | 761 | $346K |
| Avior Wealth Management, LLC | 0.01% | Reduce -31.3% | 757 | $344K |
| Natural Investments, LLC | 0.10% | Add +0.1% | 758 | $344K |
| Curated Wealth Partners LLC | 0.04% | Add +0.4% | 754 | $343K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -91.2% | 751 | $341K |
| Callan Family Office, LLC | 0.03% | Reduce -61.8% | 745 | $339K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -0.4% | 728 | $331K |
| MBB Public Markets I LLC | 0.04% | New | 720 | $327K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.1% | 716 | $326K |
| Walleye Trading LLC | 0.01% | New | 709 | $322K |
| Vestcor Inc | 0.01% | Add +0.4% | 704 | $320K |
| Diversified Enterprises, LLC | 0.03% | Add +10.2% | 702 | $319K |
| Brady Family Wealth, LLC | 0.10% | Add +1.4% | 702 | $319K |
| Certuity, LLC | 0.03% | Reduce -20.2% | 701 | $319K |
| Meridian Wealth Management, LLC | 0.02% | No change | 700 | $318K |
| Parsons Capital Management Inc. | 0.02% | No change | 700 | $318K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.01% | Reduce -53.3% | 700 | $318K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +57.6% | 698 | $317K |
| Perpetual Ltd | 0.00% | Reduce -1.1% | 694 | $316K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -14.6% | 687 | $312K |
| Revisor Wealth Management LLC | 0.14% | New | 685 | $312K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +22.4% | 682 | $310K |
| Virtue Capital Management, LLC | 0.04% | New | 676 | $308K |
| Mufg Securities Americas Inc. | 0.04% | Add +20.0% | 673 | $306K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 672 | $306K |
| Rowlandmiller & Partners.adv | 0.06% | No change | 670 | $305K |
| Synovus Financial Corp. | 0.00% | No change | 668 | $304K |
| Security Financial Services, INC. | 0.06% | Add +11.6% | 666 | $303K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -2.8% | 664 | $302K |
| Savvy Advisors, Inc. | 0.03% | New | 659 | $300K |
| Apella Capital, LLC | 0.01% | Reduce -0.1% | 700 | $299K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.1% | 657 | $299K |
| Petrus Trust Company, LTA | 0.03% | New | 652 | $296K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -5.4% | 649 | $295K |
| Segment Wealth Management, LLC | 0.02% | New | 644 | $293K |
| Seelaus Asset Management LLC | 0.28% | No change | 640 | $291K |
| Stokes Capital Advisors, LLC | 0.07% | No change | 639 | $291K |
| KCM Investment Advisors LLC | 0.01% | No change | 639 | $291K |
| Motley Fool Asset Management LLC | 0.02% | Add +13.1% | 632 | $287K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.2% | 626 | $285K |
| Bennett Selby Investments LP | 0.11% | No change | 622 | $283K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.0% | 619 | $281K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 618 | $281K |
| Forum Financial Management, LP | 0.00% | Add +18.7% | 615 | $280K |
| Pine Haven Investment Counsel, Inc | 0.23% | Reduce -1.6% | 615 | $280K |
| Moment Partners, LLC | 0.06% | Reduce -0.3% | 614 | $279K |
| Versant Capital Management, Inc | 0.05% | No change | 612 | $278K |
| Seeds Investor LLC | 0.08% | Reduce -0.3% | 608 | $277K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -0.2% | 601 | $273K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -1.1% | 601 | $273K |
| Catalyst Funds Management Pty Ltd | 0.07% | New | 600 | $273K |
| VestGen Advisors, LLC | 0.01% | — | 591 | $269K |
| Intrust Bank NA | 0.03% | Reduce -26.2% | 585 | $266K |
| Precision Wealth Strategies, LLC | 0.20% | Reduce -17.4% | 584 | $266K |
| AdvisorNet Financial, Inc | 0.02% | Add +1.9% | 580 | $264K |
| Hall Laurie J Trustee | 0.09% | No change | 575 | $261K |
| Martin Investment Management, LLC | 0.07% | No change | 575 | $261K |
| AMG National Trust Bank | 0.01% | No change | 575 | $261K |
| Dumont & Blake Investment Advisors LLC | 0.07% | Reduce -7.8% | 559 | $254K |
| Moneco Advisors, LLC | 0.03% | Reduce -2.8% | 554 | $252K |
| Choreo, LLC | 0.00% | Reduce -16.7% | 554 | $252K |
| Paces Ferry Wealth Advisors, LLC | 0.12% | Reduce -1.3% | 552 | $251K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +0.6% | 547 | $249K |
| Horizon Investments, LLC | 0.01% | Add +4.8% | 544 | $247K |
| Glenview Trust Co | 0.00% | Reduce -5.6% | 541 | $246K |
| Aptus Capital Advisors, LLC | 0.00% | Add +10.3% | 538 | $244K |
| PFG Investments, LLC | 0.02% | Reduce -3.1% | 534 | $243K |
| Siemens Fonds Invest GmbH | 0.02% | Reduce -52.3% | 532 | $242K |
| FJ Capital Management LLC | 0.03% | New | 531 | $241K |
| M3 Advisory Group, LLC | 0.19% | Reduce -0.8% | 530 | $241K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 530 | $241K |
| Profund Advisors LLC | 0.01% | Reduce -5.2% | 530 | $241K |
| Keybank National Association | 0.00% | Reduce -72.5% | 527 | $240K |
| NEOS Investment Management LLC | 0.00% | No change | 526 | $239K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 525 | $239K |
| Phillips Wealth Planners LLC | 0.25% | Add +0.7% | 558 | $237K |
| Baron Wealth Management LLC | 0.10% | Reduce -3.0% | 520 | $236K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -70.1% | 518 | $236K |
| Rockland Trust Co. | 0.01% | Reduce -32.0% | 511 | $232K |
| Quadrant Capital Group LLC | 0.01% | Add +253.5% | 509 | $231K |
| Bridgefront Capital, LLC | 0.07% | Reduce -77.0% | 507 | $231K |
| Blue Edge Capital, LLC | 0.04% | No change | 500 | $227K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 500 | $227K |
| Middleton & Co. Inc. | 0.03% | No change | 500 | $227K |
| Claret Asset Management Corp | 0.04% | Add +1.0% | 497 | $226K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -97.7% | 496 | $226K |
| Everpar Advisors LLC | 0.12% | Reduce -8.6% | 497 | $226K |
| Tilia Fiduciary Partners, Inc. | 0.15% | No change | 494 | $225K |
| Savant Capital, LLC | 0.00% | Reduce -13.3% | 487 | $221K |
| Smith Shellnut Wilson LLC | 0.10% | Add +6.6% | 486 | $221K |
| Creekmur Asset Management LLC | 0.05% | New | 480 | $218K |
| World Equity Group, Inc. | 0.06% | New | 480 | $218K |
| Fullcircle Wealth LLC | 0.09% | Add +17.4% | 512 | $217K |
| Oppenheimer & Co. Inc. | 0.00% | Add +4.0% | 465 | $211K |
| Guggenheim Capital LLC | 0.00% | Reduce -25.7% | 465 | $211K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -9.0% | 464 | $211K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.4% | 453 | $207K |
| Focus Financial Network, Inc. | 0.01% | No change | 452 | $205K |
| Tower Bridge Advisors | 0.02% | No change | 450 | $205K |
| Delta Asset Management LLC | 0.02% | No change | 450 | $205K |
| Tiaa Trust, National Association | 0.00% | Reduce -14.8% | 450 | $205K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -7.6% | 449 | $204K |
| Citizens & Northern Corp. | 0.06% | New | 443 | $201K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 442 | $201K |
| Dean Investment Associates, LLC | 0.03% | Reduce -11.7% | 440 | $200K |
| USA Financial Formulas | 0.03% | New | 428 | $195K |
| Estabrook Capital Management | 0.03% | No change | 425 | $193K |
| Curio Wealth, LLC | 0.10% | Reduce -99.7% | 1 | $188K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 411 | $187K |
| Icon Wealth Advisors, LLC | 0.02% | Add +7.6% | 410 | $186K |
| PrairieView Partners, LLC | 0.02% | No change | 400 | $181K |
| Principal Securities, Inc. | 0.00% | No change | 357 | $171K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.8% | 372 | $169K |
| Caldwell Trust Co | 0.02% | No change | 357 | $162K |
| Signaturefd, LLC | 0.00% | Add +14.1% | 340 | $155K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 337 | $153K |
| Private Wealth Asset Management, LLC | 0.02% | — | 324 | $147K |
| Globeflex Capital L P | 0.01% | New | 309 | $140K |
| Huntington National Bank | 0.00% | Reduce -60.4% | 291 | $132K |
| Private Trust Co. NA | 0.01% | Reduce -0.3% | 290 | $132K |
| MCF Advisors LLC | 0.01% | No change | 264 | $120K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 260 | $118K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.0% | 253 | $115K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 242 | $110K |
| Mather Group, Llc. | 0.00% | Reduce -5.9% | 241 | $109K |
| Addison Advisors LLC | 0.03% | No change | 225 | $102K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.9% | 217 | $99K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -14.5% | 213 | $97K |
| Brown Brothers Harriman & Co. | 0.00% | Add +12.0% | 206 | $94K |
| Blue Trust, Inc. | 0.00% | Add +168.4% | 204 | $93K |
| Swedbank AB | 0.00% | No change | 185 | $84K |
| Penserra Capital Management LLC | 0.00% | Reduce -32.5% | 185 | $83K |
| Atticus Wealth Management, LLC | 0.03% | No change | 180 | $82K |
| Clean Yield Group | 0.03% | Add +18.0% | 177 | $80K |
| IFP Advisors, Inc | 0.00% | Add +4.0% | 158 | $77K |
| Coastline Trust Co | 0.01% | No change | 170 | $77K |
| Federated Hermes, Inc. | 0.00% | New | 167 | $76K |
| WASHINGTON TRUST Co | 0.00% | No change | 165 | $75K |
| Continuum Advisory, LLC | 0.01% | Add +1.9% | 162 | $74K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -23.9% | 156 | $70K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -2.5% | 153 | $70K |
| Lindbrook Capital, LLC | 0.01% | Add +400.0% | 145 | $66K |
| Sandy Spring Bank | 0.00% | Add +3.7% | 141 | $64K |
| Lummis Asset Management, LP | 0.04% | No change | 140 | $64K |
| National Pension Service | 0.00% | Reduce -99.8% | 137 | $62K |
| Rossby Financial, LCC | 0.03% | New | 146 | $62K |
| Allworth Financial LP | 0.00% | Add +5.1% | 144 | $62K |
| Ascentis Wealth Management, LLC | 0.02% | New | 132 | $60K |
| CX Institutional | 0.00% | New | 131 | $60K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 121 | $55K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +31.1% | 118 | $54K |
| Covestor Ltd | 0.04% | No change | 115 | $53K |
| CENTRAL TRUST Co | 0.00% | No change | 113 | $51K |
| Kiker Wealth Management, LLC | 0.03% | New | 112 | $51K |
| Brooklyn Investment Group | 0.01% | Add +40.0% | 112 | $51K |
| Trust Co | 0.01% | No change | 108 | $49K |
| CVA Family Office, LLC | 0.01% | Reduce -0.9% | 106 | $48K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 100 | $48K |
| Compass Wealth Management LLC | 0.01% | No change | 103 | $47K |
| Lazard Asset Management LLC | 0.00% | No change | 103 | $46K |
| Sentry Investment Management LLC | 0.03% | Reduce -22.9% | 111 | $45K |
| Simplex Trading, LLC | 0.00% | New | 99 | $45K |
| Winnacle Wealth LLC | 0.04% | No change | 99 | $45K |
| Geneos Wealth Management Inc. | 0.00% | Add +188.2% | 98 | $45K |
| 2UniFi Bank | 0.03% | Add +187.9% | 95 | $44K |
| American National Bank & Trust | 0.00% | New | 96 | $44K |
| Ancora Advisors LLC | 0.00% | No change | 95 | $43K |
| First Community Trust NA | 0.04% | Reduce -7.0% | 93 | $42K |
| WPG Advisers, LLC | 0.04% | No change | 91 | $41K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 91 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -66.8% | 87 | $40K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +4200.0% | 86 | $39K |
| Bogart Wealth, LLC | 0.00% | No change | 81 | $37K |
| DT Investment Partners, LLC | 0.00% | No change | 80 | $36K |
| Hartford Financial Management Inc. | 0.01% | No change | 75 | $34K |
| Quent Capital, LLC | 0.00% | Reduce -2.6% | 75 | $34K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -1.4% | 70 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 70 | $32K |
| Motco | 0.00% | No change | 67 | $30K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 65 | $29K |
| Smithfield Trust Co | 0.00% | No change | 62 | $29K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 64 | $29K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Add +1.7% | 61 | $28K |
| Clearstead Advisors, LLC | 0.00% | Reduce -1.6% | 61 | $28K |
| SouthState Bank Corp | 0.00% | Add +1400.0% | 60 | $27K |
| Riverview Trust Co | 0.02% | No change | 54 | $25K |
| Assetmark, Inc. | 0.00% | Add +22.7% | 54 | $25K |
| Hemington Wealth Management | 0.00% | Add +20.4% | 53 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 52 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Add +15.6% | 52 | $24K |
| Nvwm, LLC | 0.01% | Reduce -3.8% | 51 | $23K |
| Crews Bank & Trust | 0.00% | No change | 51 | $23K |
| Zions Bancorporation, National Association | 0.00% | — | 51 | $23K |
| First United Bank & Trust | 0.01% | No change | 50 | $23K |
| Whipplewood Advisors, LLC | 0.01% | Add +38.8% | 68 | $22K |
| Alpine Bank Wealth Management | 0.00% | — | 49 | $22K |
| Cheviot Value Management, LLC | 0.00% | New | 51 | $22K |
| Sound Income Strategies, LLC | 0.00% | Add +221.4% | 45 | $21K |
| Colonial Trust Co / SC | 0.00% | Add +18.4% | 45 | $20K |
| Beacon Capital Management, LLC | 0.00% | No change | 44 | $20K |
| UMB Bank, n.a. | 0.00% | Add +16.2% | 43 | $20K |
| Western Pacific Wealth Management, LP | 0.02% | No change | 42 | $19K |
| MV Capital Management, Inc. | 0.00% | Reduce -4.5% | 42 | $19K |
| TD Private Client Wealth LLC | 0.00% | Add +18.2% | 39 | $18K |
| Centerpoint Advisors, LLC | 0.01% | No change | 37 | $17K |
| Park Place Capital Corp | 0.00% | Reduce -79.3% | 36 | $16K |
| Missouri Trust & Investment Co | 0.01% | New | 34 | $15K |
| Towne Trust Company, N.A | 0.01% | No change | 33 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 33 | $15K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 32 | $15K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 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 |
| S&T Bank | 0.00% | No change | 27 | $12K |
| GoalVest Advisory LLC | 0.00% | Reduce -38.6% | 27 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 26 | $12K |
| Darwin Wealth Management, LLC | 0.00% | No change | 24 | $12K |
| TD Capital Management LLC | 0.00% | New | 25 | $11K |
| GW&K Investment Management, LLC | 0.00% | No change | 25 | $11K |
| Asset Dedication, LLC | 0.00% | Add +300.0% | 24 | $11K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 24 | $11K |
| Bfsg, LLC | 0.00% | No change | 23 | $10K |
| Creative Financial Designs Inc. | 0.00% | Add +35.3% | 23 | $10K |
| Tortoise Investment Management, LLC | 0.00% | No change | 22 | $10K |
| Archer Investment Corp | 0.00% | No change | 21 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 20 | $9K |
| Arax Advisory Partners | 0.00% | Reduce -90.1% | 20 | $9K |
| Ameriflex Group, Inc. | 0.00% | New | 19 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +50.0% | 18 | $8K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 18 | $8K |
| Keener Financial Planning LLC | 0.00% | No change | 17 | $7K |
| First PREMIER Bank | 0.00% | No change | 15 | $7K |
| Saudi Central Bank | 0.04% | New | 15 | $7K |
| LRI Investments, LLC | 0.00% | No change | 14 | $7K |
| Centennial Bank | 0.00% | No change | 13 | $6K |
| Park Square Financial Group, LLC | 0.00% | New | 12 | $5K |
| BankPlus Trust Department | 0.00% | New | 11 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 11 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 10 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -9.1% | 10 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 10 | $5K |
| NewSquare Capital LLC | 0.00% | Add +900.0% | 10 | $5K |
| Country Trust Bank | 0.00% | No change | 10 | $5K |
| Dunhill Financial, LLC | 0.00% | Reduce -10.0% | 9 | $4K |
| Northwest Capital Management Inc | 0.00% | No change | 9 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 9 | $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 |
| Highline Wealth Partners LLC | 0.00% | Add +166.7% | 8 | $4K |
| NFSG Corp | 0.00% | No change | 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 |
| Grove Bank & Trust | 0.00% | New | 7 | $3K |
| St Germain D J Co. Inc. | 0.00% | New | 7 | $3K |
| Lanark Financial, Inc. | 0.00% | — | 8 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 6 | $3K |
| Burkett Financial Services, LLC | 0.00% | No change | 6 | $3K |
| ROSS\JOHNSON & Associates LLC | 0.05% | New | 6 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 6 | $3K |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 6 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 6 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 6 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $3K |
| Kestra Investment Management, LLC | 0.00% | New | 6 | $3K |
| Sierra Ocean, LLC | 0.00% | No change | 5 | $2K |
| Synergy Investment Management, LLC | 0.00% | No change | 5 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 6 | $2K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -60.0% | 4 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 4 | $2K |
| Granite FO LLC | 0.00% | No change | 4 | $2K |
| Tobam | 0.00% | Reduce -98.1% | 3 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 2 | $910 |
| Clark Wealth Partners | 0.00% | Reduce -33.3% | 2 | $909 |
| Rise Advisors, LLC | 0.00% | New | 2 | $909 |
| PSI Advisors, LLC | 0.00% | No change | 2 | $909 |
| West Paces Advisors Inc. | 0.00% | No change | 2 | $909 |
| Bokf, NA | 0.00% | No change | 2 | $909 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -90.9% | 2 | $909 |
| First Command Advisory Services, Inc. | 0.00% | New | 2 | $909 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $455 |
| WealthTrak Capital Management LLC | 0.00% | No change | 1 | $455 |
| True Wealth Design, LLC | 0.00% | Reduce -94.1% | 1 | $455 |
| Bare Financial Services, Inc | 0.00% | New | 1 | $455 |
| Transce3nd, LLC | 0.00% | No change | 1 | $455 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $455 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 1 | $455 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $455 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $455 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $454 |
| Cornerstone Planning Group LLC | 0.00% | New | 1 | $426 |
| Y.D. More Investments Ltd | 0.00% | Add +13.0% | 52 | $64 |
| Avion Wealth | 0.00% | New | 2 | $0 |
| ORG Partners LLC | 0.00% | New | 180 | $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.