Factset Research SystemsFDS
13F holders, Q2 2025 (June 30)836holders +8
86new positions
78sold out
10famous investors
$444.89avg. 13F price*
At the end of Q2 2025, 836 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, up 8 from Q1 2025. 86 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.5B) and Morgan Stanley ($1.1B). 10 famous investors held it, including Ron Baron (2.7% of Baron Capital (BAMCO)'s portfolio), Tom Gayner (0.4% of Markel Group's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Factset Research Systems Inc.
- Sector
- Technology
- CUSIP
- 303075105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $112.8M |
| Exits | 78 | $97.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,036,393 shares bought and 1,984,349 shares sold, net +52,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 836 holders
| Vanguard Group Inc. | 0.03% | Add +0.6% | 4,825,198 | $2.2B |
| BlackRock, Inc. | 0.03% | Reduce -4.3% | 3,364,001 | $1.5B |
| Morgan Stanley | 0.07% | Add +21.9% | 2,374,872 | $1.1B |
| Baron Capital (BAMCO) | 2.71% | Reduce -0.7% | 2,231,916 | $998.3M |
| State Street Corp. | 0.03% | Add +0.8% | 1,937,571 | $866.6M |
| Loomis Sayles & Co. L P | 0.85% | Add +1.6% | 1,508,052 | $674.5M |
| Wells Fargo & Company | 0.14% | Reduce -1.0% | 1,373,162 | $614.2M |
| Ninety One UK Ltd | 1.25% | Add +0.1% | 1,192,634 | $533.4M |
| Geode Capital Management, LLC | 0.04% | Add +2.4% | 1,162,256 | $518.7M |
| Kayne Anderson Rudnick Investment Management LLC | 1.14% | Reduce -0.7% | 1,068,519 | $477.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.30% | Add +57.0% | 829,174 | $370.9M |
| Invesco Ltd. | 0.05% | Add +39.2% | 683,146 | $305.6M |
| Bank of America Corp. | 0.02% | Reduce -2.8% | 529,008 | $236.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.2% | 418,740 | $187.3M |
| Northern Trust Corp. | 0.03% | Add +0.0% | 405,784 | $181.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.1% | 400,411 | $179.1M |
| ProShare Advisors LLC | 0.34% | Add +3.0% | 383,543 | $171.6M |
| PineStone Asset Management Inc. | 1.10% | Add +8.8% | 380,459 | $170.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +18.9% | 358,197 | $160.2M |
| Nordea Investment Management AB | 0.14% | Reduce -2.8% | 347,220 | $153.9M |
| Champlain Investment Partners, LLC | 0.93% | Reduce -3.1% | 297,662 | $133.1M |
| Legal & General Group Plc | 0.03% | Add +0.9% | 297,644 | $133.1M |
| Boston Trust Walden Corp | 0.95% | Add +0.1% | 297,512 | $133.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +6.1% | 286,046 | $127.9M |
| Fiera Capital Corp | 0.40% | Add +2.0% | 266,054 | $119.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.9% | 260,848 | $116.7M |
| Citadel Advisors | 0.09% | Reduce -48.7% | 240,306 | $107.5M |
| Tandem Investment Advisors, Inc. | 3.15% | Reduce -19.7% | 201,093 | $89.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.9% | 179,607 | $80.3M |
| UBS Group AG | 0.02% | Reduce -11.7% | 167,122 | $74.8M |
| American Capital Management Inc. | 2.93% | Reduce -11.2% | 157,823 | $70.6M |
| Deutsche Bank AG | 0.03% | Reduce -17.0% | 157,337 | $70.4M |
| Everett Harris & Co. | 0.84% | Reduce -1.6% | 145,982 | $65.3M |
| California Public Employees Retirement System | 0.04% | Reduce -15.0% | 141,006 | $63.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -5.9% | 138,624 | $62.0M |
| Royal London Asset Management Ltd. | 0.13% | Reduce -1.8% | 130,477 | $58.4M |
| Vest Financial, LLC | 0.79% | Add +8.8% | 125,526 | $56.1M |
| Amundi | 0.02% | Reduce -65.5% | 122,036 | $54.6M |
| Nuveen, LLC | 0.01% | Reduce -0.1% | 118,933 | $53.2M |
| Markel Group | 0.44% | No change | 116,720 | $52.2M |
| Sei Investments Co. | 0.06% | Add +41.1% | 111,334 | $49.8M |
| HSBC Holdings PLC | 0.03% | Add +0.9% | 110,783 | $49.5M |
| Barclays PLC | 0.02% | Reduce -4.8% | 105,111 | $47.0M |
| Massachusetts Financial Services Co. | 0.01% | Add +101.9% | 102,289 | $45.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.4% | 101,657 | $45.5M |
| Royal Bank of Canada | 0.01% | Reduce -10.5% | 100,219 | $44.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +1.4% | 99,276 | $44.4M |
| Nomura Asset Management Co. Ltd. | 0.12% | Add +6.8% | 98,142 | $43.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.7% | 93,657 | $41.9M |
| Point72 Asset Management | 0.10% | New | 91,946 | $41.1M |
| Natixis Advisors, LLC | 0.07% | Reduce -0.7% | 91,652 | $41.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.9% | 88,169 | $39.4M |
| LPL Financial LLC | 0.01% | Add +2.8% | 85,885 | $38.4M |
| Ninety One North America, Inc. | 1.86% | Add +42.7% | 84,686 | $37.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | Reduce -0.4% | 84,661 | $37.9M |
| Rhumbline Advisers | 0.03% | Add +0.5% | 83,748 | $37.5M |
| FMR LLC | 0.00% | Reduce -5.5% | 79,719 | $35.7M |
| Norges Bank | 0.00% | Add +302.4% | 73,471 | $32.9M |
| Dundas Partners LLP | 2.24% | Reduce -3.2% | 72,174 | $32.3M |
| BNP Paribas Financial Markets | 0.03% | Reduce -10.4% | 71,280 | $31.9M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.44% | No change | 66,576 | $29.8M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -67.2% | 65,495 | $29.3M |
| Earnest Partners LLC | 0.13% | Reduce -2.2% | 63,512 | $28.4M |
| California State Teachers Retirement System | 0.03% | Add +0.7% | 60,967 | $27.3M |
| Azora Capital LP | 1.18% | Add +74.4% | 58,442 | $26.1M |
| Copeland Capital Management, LLC | 0.53% | Reduce -10.3% | 58,101 | $26.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.1% | 55,993 | $25.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.3% | 47,708 | $21.3M |
| Citigroup Inc. | 0.01% | Reduce -36.3% | 46,388 | $20.7M |
| Saybrook Capital | 5.75% | Reduce -2.1% | 45,470 | $20.3M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.17% | Reduce -0.3% | 43,126 | $19.3M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -17.7% | 42,509 | $19.0M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 42,322 | $19.0M |
| Alliancebernstein L.P. | 0.01% | Add +0.9% | 39,336 | $17.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +49.4% | 38,090 | $17.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +3.0% | 36,513 | $16.3M |
| Heron Bay Capital Management | 3.19% | Reduce -2.0% | 36,287 | $16.2M |
| Running Oak Capital LLC | 1.80% | Add +7.0% | 36,263 | $16.2M |
| National Bank of Canada | 0.02% | Add +24.2% | 35,228 | $15.8M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +0.9% | 35,011 | $15.7M |
| Sone Capital Management, LLC | 1.42% | Reduce -34.9% | 34,422 | $15.4M |
| Aberdeen Group plc | 0.03% | Add +13.2% | 34,595 | $15.3M |
| State of Michigan Retirement System | 0.08% | No change | 33,635 | $15.0M |
| Millennium Management | 0.01% | Reduce -69.6% | 33,598 | $15.0M |
| Marks Group Wealth Management, Inc | 1.39% | Add +1.7% | 33,418 | $14.9M |
| Interval Partners, LP | 0.34% | Add +42.6% | 33,315 | $14.9M |
| New York State Teachers Retirement System | 0.03% | Add +2.9% | 32,617 | $14.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -23.8% | 32,350 | $14.5M |
| Bank of Montreal | 0.01% | Reduce -16.2% | 30,312 | $13.6M |
| Bath Savings Trust Co | 1.36% | Reduce -2.9% | 29,991 | $13.4M |
| Franklin Resources Inc. | 0.00% | Add +32.5% | 29,577 | $13.2M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.8% | 28,417 | $12.7M |
| &partners | 0.10% | Add +5.0% | 28,169 | $12.6M |
| Aviva PLC | 0.03% | Add +6.8% | 27,988 | $12.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.9% | 26,675 | $11.9M |
| Danske Bank A/S | 0.03% | Add +41.8% | 26,025 | $11.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -11.8% | 25,037 | $11.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -4.2% | 24,672 | $11.0M |
| Canoe Financial LP | 0.16% | Reduce -6.1% | 24,555 | $11.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.4% | 24,527 | $11.0M |
| Wendell David Associates Inc. | 1.10% | Reduce -5.0% | 24,477 | $10.9M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -0.9% | 23,517 | $10.5M |
| GHP Investment Advisors, Inc. | 0.46% | Add +112.6% | 23,188 | $10.4M |
| TD Asset Management Inc | 0.01% | Add +1.5% | 23,063 | $10.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.3% | 22,741 | $10.2M |
| Voya Investment Management LLC | 0.01% | Reduce -14.9% | 22,484 | $10.1M |
| APG Asset Management N.V. | 0.03% | No change | 26,300 | $10.0M |
| Truist Financial Corp. | 0.01% | Add +0.5% | 22,313 | $10.0M |
| Victory Capital Management Inc. | 0.01% | Add +0.8% | 22,141 | $9.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -5.5% | 21,708 | $9.7M |
| Prudential Financial Inc. | 0.01% | Add +8.0% | 21,556 | $9.6M |
| Willis Investment Counsel | 0.55% | Add +26.9% | 20,916 | $9.4M |
| Whittier Trust Co. | 0.11% | Add +2.4% | 20,774 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +4.7% | 20,601 | $9.2M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +0.5% | 20,418 | $9.1M |
| Mattern Capital Management, LLC | 1.07% | Add +1.2% | 19,875 | $8.9M |
| Toronto Dominion Bank | 0.02% | Add +31.6% | 19,859 | $8.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.1% | 19,577 | $8.8M |
| Caisse de depot et placement du Quebec | 0.02% | New | 19,344 | $8.7M |
| Yousif Capital Management, LLC | 0.09% | Add +13.3% | 19,272 | $8.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.08% | Add +41.0% | 19,230 | $8.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -43.5% | 19,211 | $8.6M |
| L. Roy Papp & Associates, LLP | 1.00% | Add +2.6% | 18,791 | $8.4M |
| AQR Capital Management | 0.01% | Reduce -24.9% | 18,798 | $8.3M |
| JGP Wealth Management, LLC | 1.00% | Reduce -0.3% | 18,458 | $8.3M |
| Treasurer of the State of North Carolina | 0.03% | Add +1.9% | 17,732 | $7.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -6.9% | 17,433 | $7.8M |
| Kennedy Capital Management LLC | 0.19% | Reduce -22.0% | 17,355 | $7.8M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +8.7% | 17,438 | $7.8M |
| Illinois Municipal Retirement Fund | 0.11% | Add +211.4% | 17,304 | $7.7M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -7.9% | 16,419 | $7.3M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -3.2% | 16,224 | $7.3M |
| CIBC Asset Management Inc | 0.02% | Add +21.0% | 16,181 | $7.2M |
| Asset Management One Co., Ltd. | 0.02% | Add +1.5% | 15,990 | $7.2M |
| Atria Investments, Inc | 0.08% | Add +0.4% | 15,751 | $7.0M |
| Hendershot Investments Inc. | 0.91% | Add +26.2% | 15,280 | $6.8M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -0.7% | 15,220 | $6.8M |
| Erste Asset Management GmbH | 0.06% | Add +18.4% | 15,243 | $6.8M |
| State of Tennessee, Department of Treasury | 0.02% | Add +41.8% | 14,975 | $6.7M |
| AdvisorShares Investments LLC | 1.20% | Add +2.4% | 14,859 | $6.6M |
| Gotham Asset Management | 0.04% | Add +328.5% | 14,714 | $6.6M |
| State of Alaska, Department of Revenue | 0.07% | Add +14.1% | 14,690 | $6.6M |
| Gabelli Funds LLC | 0.05% | Reduce -3.8% | 14,648 | $6.6M |
| Man Group plc | 0.01% | Reduce -59.4% | 14,616 | $6.5M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | Add +5.0% | 14,489 | $6.5M |
| Public Employees Retirement System of Ohio | 0.02% | Add +0.4% | 14,239 | $6.4M |
| Mariner, LLC | 0.01% | Add +0.7% | 14,167 | $6.3M |
| Mn Services Vermogensbeheer B.V. | 0.04% | Add +1.4% | 14,000 | $6.3M |
| PFG Advisors | 0.29% | Add +4209.8% | 192,000 | $6.2M |
| AXA S.A. | 0.02% | Reduce -1.1% | 13,762 | $6.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -59.2% | 13,456 | $6.0M |
| Forsta Ap-Fonden | 0.04% | Add +3.1% | 13,300 | $5.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +23.9% | 13,115 | $5.9M |
| Capital Fund Management S.A. | 0.06% | New | 13,028 | $5.8M |
| Heartland Advisors Inc. | 0.32% | Reduce -13.0% | 12,987 | $5.8M |
| KLP Kapitalforvaltning As | 0.02% | Add +2.4% | 12,900 | $5.8M |
| Comerica Bank | 0.02% | Add +2.2% | 12,691 | $5.7M |
| Rafferty Asset Management, LLC | 0.02% | Add +1.2% | 12,616 | $5.6M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -12.1% | 12,300 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Add +68.1% | 12,232 | $5.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -25.9% | 12,195 | $5.5M |
| First Trust Advisors LP | 0.00% | Reduce -22.9% | 12,145 | $5.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Add +13.0% | 12,139 | $5.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -2.4% | 11,999 | $5.4M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 11,939 | $5.3M |
| Banco Santander, S.A. | 0.05% | Add +7.5% | 11,855 | $5.3M |
| Commerce Bank | 0.03% | Add +0.9% | 11,386 | $5.1M |
| Mediolanum International Funds Ltd | 0.06% | Reduce -23.0% | 11,506 | $5.1M |
| Korea Investment CORP | 0.01% | Reduce -35.4% | 11,326 | $5.1M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | Add +3.4% | 11,193 | $5.0M |
| Nisa Investment Advisors, LLC | 0.02% | Add +0.8% | 11,176 | $5.0M |
| Kornitzer Capital Management Inc. | 0.10% | No change | 11,144 | $5.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +0.9% | 11,138 | $5.0M |
| Arizona State Retirement System | 0.03% | Add +0.8% | 11,091 | $5.0M |
| Campbell & CO Investment Adviser LLC | 0.31% | New | 11,012 | $4.9M |
| American Century Companies Inc. | 0.00% | Reduce -3.3% | 11,004 | $4.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +13.1% | 10,792 | $4.8M |
| JLB & Associates Inc. | 0.67% | Reduce -4.3% | 10,751 | $4.8M |
| Regions Financial Corp. | 0.03% | Add +0.2% | 10,642 | $4.8M |
| Jensen Investment Management Inc. | 0.05% | No change | 10,400 | $4.7M |
| Parr McKnight Wealth Management Group, LLC | 0.63% | Add +0.6% | 10,274 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.8% | 10,208 | $4.6M |
| Core Alternative Capital | 1.23% | Reduce -12.2% | 10,091 | $4.5M |
| M&T Bank Corp | 0.02% | Reduce -1.4% | 10,023 | $4.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -6.5% | 9,784 | $4.4M |
| Stonebridge Financial Group, LLC | 0.42% | Add +2.6% | 9,676 | $4.3M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +0.5% | 9,755 | $4.3M |
| Handelsbanken Fonder AB | 0.02% | Reduce -4.0% | 9,651 | $4.3M |
| NorthCoast Asset Management LLC | 0.02% | Add +0.2% | 9,502 | $4.2M |
| Fisher Asset Management | 0.00% | Reduce -6.8% | 9,313 | $4.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +7.0% | 9,307 | $4.2M |
| Pathstone Holdings, LLC | 0.02% | Add +2.1% | 9,306 | $4.2M |
| Czech National Bank | 0.03% | Add +6.2% | 9,275 | $4.1M |
| Swiss Life Asset Management Ltd | 0.02% | Add +52.3% | 9,151 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.0% | 9,068 | $4.1M |
| US Bancorp \de | 0.01% | Reduce -4.7% | 9,060 | $4.1M |
| Acadian Asset Management LLC | 0.01% | New | 8,947 | $4.0M |
| Tredje AP-fonden | 0.03% | Add +191.6% | 8,729 | $3.9M |
| Callan Family Office, LLC | 0.12% | Add +1069.1% | 8,710 | $3.9M |
| Azzad Asset Management Inc. | 0.42% | Add +78.7% | 8,706 | $3.9M |
| Somerset Trust Co | 1.27% | Reduce -0.4% | 8,703 | $3.9M |
| Birch Capital Management, LLC | 1.96% | Reduce -0.7% | 8,547 | $3.8M |
| Brown Advisory Inc. | 0.01% | Reduce -1.3% | 8,498 | $3.8M |
| Mackenzie Financial Corp. | 0.00% | Add +12.9% | 8,440 | $3.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +1.4% | 8,414 | $3.8M |
| Storebrand Asset Management As | 0.01% | Reduce -24.8% | 8,192 | $3.7M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.4% | 8,142 | $3.6M |
| Eukles Asset Management | 1.47% | Add +0.0% | 8,054 | $3.6M |
| Linden Thomas Advisory Services, LLC | 0.39% | Reduce -1.4% | 7,905 | $3.5M |
| Amalgamated Bank | 0.03% | Reduce -1.0% | 7,892 | $3.5M |
| CW Advisors, LLC | 0.03% | New | 7,885 | $3.5M |
| Capital Insight Partners, LLC | 0.61% | Reduce -12.0% | 7,861 | $3.5M |
| Public Sector Pension Investment Board | 0.01% | Reduce -23.6% | 7,792 | $3.5M |
| Stephens Inc. | 0.05% | Reduce -10.3% | 7,697 | $3.4M |
| Van Eck Associates Corp. | 0.00% | Reduce -9.8% | 7,640 | $3.4M |
| Perbak Capital Partners LLP | 0.75% | Add +801.1% | 7,461 | $3.3M |
| Coastal Bridge Advisors, LLC | 0.28% | Reduce -0.2% | 7,414 | $3.3M |
| Xponance LLC | 0.03% | Add +13.1% | 7,414 | $3.3M |
| IFM Investors Pty Ltd | 0.03% | Add +4.5% | 7,276 | $3.3M |
| DNB Asset Management AS | 0.01% | Add +7.7% | 7,000 | $3.1M |
| SG Americas Securities, LLC | 0.01% | Add +150.9% | 6,940 | $3.1M |
| Daiwa Securities Group Inc. | 0.01% | Add +0.4% | 6,866 | $3.1M |
| Prospera Financial Services Inc | 0.06% | Reduce -4.2% | 6,715 | $3.0M |
| Tsai Capital Corp | 2.19% | Reduce -0.4% | 6,688 | $3.0M |
| Balyasny Asset Management L.P. | 0.01% | New | 6,649 | $3.0M |
| Strong Tower Advisory Services | 0.58% | Add +3.1% | 6,605 | $3.0M |
| Shell Asset Management Co. | 0.10% | Add +107.8% | 6,354 | $2.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -52.9% | 6,346 | $2.8M |
| LBP Am SA | 0.04% | Reduce -25.3% | 6,303 | $2.8M |
| Evoke Wealth, LLC | 0.07% | Reduce -1.1% | 6,246 | $2.8M |
| Kensington Investment Counsel, LLC | 1.20% | Reduce -0.6% | 6,242 | $2.8M |
| Intech Investment Management LLC | 0.03% | Reduce -25.8% | 6,233 | $2.8M |
| NewEdge Wealth, LLC | 0.04% | Add +42.9% | 7,194 | $2.8M |
| Utah Retirement Systems | 0.03% | Reduce -0.6% | 6,217 | $2.8M |
| Pacer Advisors, Inc. | 0.01% | Add +214.4% | 6,108 | $2.7M |
| Bright Rock Capital Management, LLC | 0.54% | No change | 6,000 | $2.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -17.9% | 5,971 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +9.8% | 5,917 | $2.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.34% | Add +13.1% | 5,879 | $2.6M |
| Mgo One Seven LLC | 0.08% | New | 5,825 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.8% | 5,763 | $2.6M |
| Teacher Retirement System of Texas | 0.01% | Add +3.6% | 5,763 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.5% | 5,516 | $2.5M |
| Legacy Financial Strategies, LLC | 0.48% | New | 5,513 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +2.2% | 5,425 | $2.4M |
| Delta Global Management LP | 0.16% | Reduce -6.4% | 5,402 | $2.4M |
| UniSuper Management Pty Ltd | 0.02% | Add +4.2% | 5,373 | $2.4M |
| J. Safra Sarasin Holding AG | 0.04% | Add +155.6% | 5,341 | $2.4M |
| Sterling Capital Management LLC | 0.03% | Add +26.9% | 5,341 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -49.4% | 5,320 | $2.4M |
| Virtu Financial LLC | 0.12% | New | 5,306 | $2.4M |
| Florida Trust Wealth Management Co | 0.07% | Reduce -2.4% | 5,292 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +15.6% | 5,247 | $2.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.1% | 5,234 | $2.3M |
| Quantinno Capital Management LP | 0.01% | Add +9.2% | 5,223 | $2.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.7% | 5,176 | $2.3M |
| New York Life Investment Management LLC | 0.02% | Add +1.5% | 5,152 | $2.3M |
| Captrust Financial Advisors | 0.01% | Add +4.2% | 5,006 | $2.2M |
| Stiles Financial Services Inc | 0.77% | Reduce -3.2% | 4,995 | $2.2M |
| Waverly Advisors, LLC | 0.02% | Reduce -2.6% | 4,975 | $2.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.11% | Reduce -6.0% | 4,966 | $2.2M |
| KBC Group NV | 0.01% | Reduce -2.5% | 4,953 | $2.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.7% | 4,939 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +30.8% | 4,893 | $2.2M |
| ICW Investment Advisors LLC | 0.84% | Add +2.3% | 4,774 | $2.1M |
| Cibc World Markets Corp. | 0.01% | Add +4.1% | 4,772 | $2.1M |
| Pinebridge Investments, L.P. | 0.02% | New | 4,759 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +221.4% | 4,753 | $2.1M |
| SummitTX Capital, L.P. | 0.09% | New | 4,638 | $2.1M |
| Brevan Howard Capital Management LP | 0.02% | New | 4,628 | $2.1M |
| Naples Global Advisors, LLC | 0.17% | Add +6.1% | 4,527 | $2.0M |
| Palumbo Wealth Management LLC | 0.62% | Reduce -3.1% | 4,473 | $2.0M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +2.0% | 4,444 | $2.0M |
| Generali Asset Management SPA SGR | 0.04% | New | 4,412 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -1.6% | 4,351 | $1.9M |
| Cascades Capital Asset Management, LLC | 1.01% | No change | 4,336 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -0.6% | 4,331 | $1.9M |
| Cordatus Wealth Management LLC | 0.47% | Add +1.1% | 4,228 | $1.9M |
| Greenleaf Trust | 0.02% | Reduce -3.8% | 4,221 | $1.9M |
| Sepio Capital, LP | 0.13% | Reduce -5.0% | 4,174 | $1.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 4,168 | $1.9M |
| iSAM Funds (UK) Ltd | 0.40% | New | 4,083 | $1.8M |
| OP Asset Management Ltd | 0.03% | Add +3.5% | 4,046 | $1.8M |
| Investment Management Corp of Ontario | 0.03% | Reduce -4.7% | 4,017 | $1.8M |
| LWM Advisory Services, LLC | 1.23% | No change | 4,000 | $1.8M |
| Bank of Nova Scotia | 0.00% | Reduce -0.0% | 3,971 | $1.8M |
| Aurora Investment Managers, LLC. | 1.05% | No change | 3,880 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +7.4% | 3,855 | $1.7M |
| Two Sigma Securities, LLC | 0.21% | New | 3,819 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -23.6% | 3,814 | $1.7M |
| Candriam S.C.A. | 0.01% | Reduce -6.1% | 3,794 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +6.0% | 3,785 | $1.7M |
| Aster Capital Management (DIFC) Ltd | 0.38% | New | 3,758 | $1.7M |
| Creative Planning | 0.00% | Add +3.0% | 3,757 | $1.7M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 3,750 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.5% | 3,640 | $1.6M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +12.9% | 3,539 | $1.6M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +132.4% | 3,510 | $1.6M |
| J. W. Coons Advisors, LLC | 0.35% | Add +139.8% | 3,465 | $1.5M |
| Nicholson Wealth Management Group, LLC | 0.95% | Add +2.2% | 3,444 | $1.5M |
| Venturi Wealth Management, LLC | 0.08% | Reduce -8.9% | 3,416 | $1.5M |
| Moore Capital Management, LP | 0.03% | New | 3,382 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.5% | 3,356 | $1.5M |
| Jump Financial, LLC | 0.02% | Reduce -44.2% | 3,377 | $1.5M |
| Eads & Heald Wealth Management | 0.74% | Reduce -0.8% | 3,336 | $1.5M |
| Taylor Frigon Capital Management LLC | 0.79% | Reduce -1.5% | 3,333 | $1.5M |
| Impax Asset Management Group plc | 0.01% | New | 3,283 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 3,258 | $1.5M |
| Logan Capital Management Inc. | 0.07% | Reduce -0.4% | 3,257 | $1.5M |
| Pacific Point Advisors, LLC | 0.79% | Add +6.4% | 3,237 | $1.4M |
| Gen-Wealth Partners Inc | 0.56% | Add +6.3% | 3,222 | $1.4M |
| AlphaQuest LLC | 0.14% | Reduce -24.3% | 3,221 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -63.6% | 3,200 | $1.4M |
| Macquarie Group Ltd. | 0.00% | Reduce -98.5% | 3,193 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.12% | No change | 3,180 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 3,108 | $1.4M |
| Avanza Fonder AB | 0.04% | No change | 3,084 | $1.4M |
| Metis Global Partners, LLC | 0.04% | Reduce -5.0% | 3,040 | $1.4M |
| Integrated Investment Consultants, LLC | 0.27% | Reduce -1.1% | 3,023 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +10.5% | 2,962 | $1.3M |
| Kesler, Norman & Wride, LLC | 0.23% | Reduce -1.2% | 2,958 | $1.3M |
| Spinnaker Trust | 0.08% | No change | 2,922 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +2.2% | 2,892 | $1.3M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -41.2% | 2,786 | $1.2M |
| Marshall Financial Group, LLC | 0.24% | Add +2.5% | 2,780 | $1.2M |
| Palisade Asset Management, LLC | 0.12% | Add +17.5% | 2,755 | $1.2M |
| Keeler Thomas Management LLC | 0.53% | New | 2,748 | $1.2M |
| Arkadios Wealth Advisors | 0.04% | Add +5.5% | 2,714 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.7% | 2,659 | $1.2M |
| Ossiam | 0.01% | Reduce -5.2% | 2,650 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -83.3% | 2,648 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Reduce -4.2% | 2,633 | $1.2M |
| Mizuho Securities USA LLC | 0.03% | — | 2,628 | $1.2M |
| McDonald Partners LLC | 0.28% | Add +2.8% | 2,589 | $1.2M |
| Point72 Hong Kong Ltd | 0.08% | New | 2,621 | $1.2M |
| Ethic Inc. | 0.02% | Add +2.5% | 2,605 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -85.0% | 2,567 | $1.1M |
| Knollwood Investment Advisory, LLC | 0.11% | No change | 2,550 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 2,507 | $1.1M |
| Amiral Gestion | 0.48% | Add +150.0% | 2,500 | $1.1M |
| Polar Asset Management Partners Inc. | 0.04% | New | 2,500 | $1.1M |
| Portside Wealth Group, LLC | 0.16% | Add +3.8% | 2,489 | $1.1M |
| Henshaw Capital LLC | 0.04% | Add +0.2% | 2,487 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +4.0% | 2,456 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.1% | 2,432 | $1.1M |
| Radnor Capital Management, LLC | 0.17% | No change | 2,410 | $1.1M |
| Versor Investments LP | 0.19% | New | 2,401 | $1.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -33.6% | 2,414 | $1.1M |
| Connable Office Inc. | 0.11% | No change | 2,390 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -6.8% | 2,373 | $1.1M |
| Profit Investment Management, LLC | 0.95% | No change | 2,349 | $1.1M |
| Klein Pavlis & Peasley Financial, Inc. | 0.70% | Add +20.8% | 2,340 | $1.0M |
| Blair William & Co. | 0.00% | Add +0.9% | 2,315 | $1.0M |
| Hartford Investment Management Co. | 0.03% | Reduce -0.8% | 2,300 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 2,300 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +10.7% | 2,281 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +28.7% | 2,262 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -5.0% | 2,250 | $1.0M |
| Jain Global LLC | 0.02% | New | 2,250 | $1.0M |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -0.4% | 2,246 | $1.0M |
| Gibbs Wealth Management | 0.19% | Add +20.2% | 2,228 | $997K |
| D.B. Root & Company, LLC | 0.29% | Reduce -2.5% | 2,163 | $967K |
| Benjamin Edwards Inc. | 0.01% | Add +7.3% | 2,144 | $959K |
| Private Advisor Group, LLC | 0.01% | Add +8.6% | 2,099 | $939K |
| Securian Asset Management, Inc. | 0.03% | No change | 2,088 | $934K |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 2,076 | $928K |
| Mitchell & Pahl Private Wealth, LLC | 0.41% | Add +5.3% | 2,070 | $926K |
| Texas Yale Capital Corp. | 0.03% | Reduce -15.6% | 2,052 | $918K |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.6% | 2,030 | $908K |
| Novem Group | 0.11% | Reduce -11.2% | 2,024 | $905K |
| Kintegral Advisory, LLC | 0.08% | Reduce -0.2% | 2,010 | $899K |
| Jones Financial Companies LLLP | 0.00% | Add +0.1% | 2,032 | $897K |
| Louisiana State Employees Retirement System | 0.02% | No change | 2,000 | $895K |
| Townsquare Capital LLC | 0.09% | Reduce -89.1% | 1,992 | $891K |
| Manchester Capital Management LLC | 0.12% | Reduce -5.2% | 1,984 | $887K |
| Trail Ridge Investment Advisors, LLC | 0.43% | No change | 2,200 | $886K |
| Norinchukin Bank, The | 0.01% | Add +3.2% | 1,980 | $886K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.0% | 2,197 | $885K |
| Valmark Advisers, Inc. | 0.01% | Add +1.3% | 1,970 | $881K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.9% | 1,967 | $880K |
| Argent Capital Management LLC | 0.03% | No change | 1,955 | $874K |
| Diversified Trust Co. | 0.02% | Reduce -0.2% | 1,952 | $873K |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0.55% | Reduce -17.6% | 1,944 | $870K |
| Merit Financial Group, LLC | 0.01% | Add +73.3% | 1,913 | $856K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -21.1% | 1,906 | $852K |
| Schroder Investment Management Group | 0.00% | Reduce -13.8% | 1,905 | $852K |
| Promus Capital, LLC | 0.55% | Add +24.0% | 1,902 | $851K |
| Ostrum Asset Management | 0.04% | Reduce -2.7% | 1,879 | $840K |
| Formidable Asset Management, LLC | 0.14% | No change | 1,839 | $836K |
| New Mexico Educational Retirement Board | 0.03% | No change | 1,800 | $805K |
| SkyView Investment Advisors, LLC | 0.11% | Add +2.7% | 1,809 | $798K |
| Maryland State Retirement & Pension System | 0.02% | No change | 1,778 | $795K |
| Fieldview Capital Management, LLC | 0.12% | New | 1,773 | $793K |
| Chicago Capital, LLC | 0.02% | No change | 1,771 | $792K |
| Verition Fund Management LLC | 0.00% | Add +24.6% | 1,739 | $778K |
| Empowered Funds, LLC | 0.01% | Add +78.4% | 1,734 | $776K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.7% | 1,693 | $757K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 1,685 | $754K |
| Harrell Investment Partners, LLC | 0.19% | New | 1,653 | $739K |
| Natixis | 0.00% | Reduce -7.3% | 1,647 | $737K |
| Procyon Advisors, LLC | 0.07% | Reduce -77.0% | 1,643 | $735K |
| CoreCap Advisors, LLC | 0.03% | Add +10.6% | 1,633 | $731K |
| Cerro Pacific Wealth Advisors LLC | 0.20% | Reduce -7.4% | 1,623 | $726K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +50.7% | 1,623 | $726K |
| E. Ohman J:or Asset Management AB | 0.02% | Reduce -11.1% | 1,604 | $717K |
| Horizon Investments, LLC | 0.01% | Add +191.5% | 1,586 | $709K |
| FourThought Financial Partners, LLC | 0.07% | Add +7.1% | 1,561 | $698K |
| Sound Financial Strategies Group, LLC | 0.59% | New | 1,556 | $696K |
| QRG Capital Management, Inc. | 0.01% | Add +15.5% | 1,547 | $692K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -3.7% | 1,540 | $689K |
| Centiva Capital, LP | 0.05% | New | 1,530 | $684K |
| World Investment Advisors | 0.02% | Add +100.7% | 1,527 | $683K |
| Anchor Capital Advisors LLC | 0.02% | No change | 1,500 | $671K |
| Jefferies Financial Group Inc. | 0.01% | New | 1,500 | $671K |
| Glenmede Investment Management, LP | 0.00% | — | 1,488 | $666K |
| Quadrant Capital Group LLC | 0.02% | Add +190.0% | 1,476 | $660K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,470 | $658K |
| SlateStone Wealth, LLC | 0.06% | No change | 1,465 | $655K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -87.9% | 1,463 | $654K |
| Fifth Third Bancorp | 0.00% | Reduce -1.0% | 1,455 | $651K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,455 | $651K |
| Bessemer Group Inc. | 0.00% | Add +22.6% | 1,442 | $645K |
| Andra AP-fonden | 0.01% | Reduce -72.8% | 1,439 | $644K |
| ASR Vermogensbeheer N.V. | 0.01% | Add +26.3% | 1,422 | $636K |
| Prudential PLC | 0.00% | Reduce -56.1% | 1,421 | $636K |
| Scott Marsh Financial, LLC | 0.24% | — | 1,419 | $635K |
| Summit Financial, LLC | 0.01% | Add +25.4% | 1,411 | $631K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -15.4% | 1,408 | $630K |
| Perpetual Ltd | 0.01% | Add +100.9% | 1,394 | $624K |
| Global X Japan Co., Ltd. | 0.06% | Add +7.5% | 1,393 | $623K |
| Empirical Asset Management, LLC | 0.19% | Add +28.9% | 1,387 | $620K |
| Koshinski Asset Management, Inc. | 0.05% | Add +16.5% | 1,372 | $614K |
| Allianz Asset Management GmbH | 0.00% | Reduce -26.6% | 1,364 | $610K |
| Stevens Capital Management LP | 0.17% | New | 1,359 | $608K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -5.2% | 1,358 | $607K |
| Independent Advisor Alliance | 0.02% | Add +5.1% | 1,356 | $607K |
| Sage Private Wealth Group, LLC | 0.39% | Add +16.6% | 1,355 | $606K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.1% | 1,336 | $598K |
| Cibc World Market Inc. | 0.00% | Reduce -76.7% | 1,332 | $596K |
| Tidal Investments LLC | 0.00% | Add +37.4% | 1,319 | $590K |
| GAMCO Investors | 0.01% | Reduce -16.0% | 1,315 | $588K |
| Impact Capital Partners LLC | 0.19% | Reduce -1.1% | 1,292 | $578K |
| Dividend Assets Capital, LLC | 0.10% | No change | 1,285 | $575K |
| Lido Advisors, LLC | 0.00% | Reduce -48.6% | 1,282 | $574K |
| KFG Wealth Management, LLC | 0.09% | Add +7.3% | 1,282 | $573K |
| Alliance Wealth Advisors, LLC | 0.14% | Add +20.7% | 1,275 | $570K |
| Norden Group LLC | 0.06% | Reduce -1.9% | 1,271 | $568K |
| Burney Co./ | 0.02% | Reduce -50.0% | 1,270 | $568K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.9% | 1,269 | $568K |
| Cwm, LLC | 0.00% | Reduce -14.3% | 1,259 | $563K |
| Capital Investment Services of America, Inc. | 0.05% | No change | 1,250 | $559K |
| Vident Advisory, LLC | 0.01% | Reduce -48.1% | 1,234 | $552K |
| Scientech Research LLC | 0.13% | New | 1,227 | $549K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 1,211 | $542K |
| Mayflower Financial Advisors, LLC | 0.07% | Add +0.2% | 1,203 | $538K |
| Quantum Private Wealth, LLC | 0.17% | No change | 1,202 | $538K |
| Verity & Verity, LLC | 0.05% | Add +8.1% | 1,195 | $535K |
| Mattern Wealth Management LLC | 0.11% | Reduce -2.5% | 1,195 | $534K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.5% | 1,174 | $525K |
| Baker Tilly Wealth Management, LLC | 0.19% | Reduce -3.3% | 1,173 | $525K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +6.8% | 1,170 | $523K |
| Argent Trust Co | 0.02% | Add +0.7% | 1,152 | $515K |
| denkapparat Operations GmbH | 0.41% | No change | 1,148 | $513K |
| V-Square Quantitative Management LLC | 0.07% | Add +11.2% | 1,144 | $512K |
| Nilsine Partners, LLC | 0.05% | Reduce -1.4% | 1,136 | $508K |
| Nomura Holdings Inc. | 0.00% | Reduce -68.3% | 1,129 | $505K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 1,119 | $501K |
| HM Payson & Co. | 0.01% | No change | 1,116 | $499K |
| Contravisory Investment Management, Inc. | 0.10% | Reduce -0.4% | 1,113 | $498K |
| GAMMA Investing LLC | 0.03% | Add +17.3% | 1,110 | $496K |
| Composition Wealth, LLC | 0.01% | Add +3.2% | 1,108 | $496K |
| Vontobel Holding Ltd. | 0.00% | Reduce -5.6% | 1,107 | $495K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -42.4% | 1,104 | $494K |
| Applied Finance Capital Management, LLC | 0.03% | Reduce -0.7% | 1,104 | $494K |
| Avior Wealth Management, LLC | 0.02% | Add +44.5% | 1,094 | $489K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +0.6% | 1,093 | $489K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.2% | 1,078 | $482K |
| Ninety One SA (Pty) Ltd | 0.08% | No change | 1,068 | $478K |
| Ballentine Partners, LLC | 0.01% | Add +6.0% | 1,058 | $473K |
| Belpointe Asset Management LLC | 0.02% | Add +34.1% | 1,057 | $473K |
| Lindenwold Advisors, INC | 0.24% | Reduce -0.8% | 1,037 | $464K |
| Diversify Advisory Services, LLC | 0.02% | New | 1,246 | $462K |
| LMCG Investments, LLC | 0.03% | Reduce -2.3% | 1,032 | $462K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,029 | $460K |
| HB Wealth Management, LLC | 0.00% | Reduce -28.0% | 1,027 | $459K |
| Dock Street Asset Management Inc. | 0.04% | Reduce -57.0% | 1,021 | $457K |
| Ashton Thomas Securities, LLC | 0.11% | Reduce -0.9% | 1,014 | $454K |
| Birch Hill Investment Advisors LLC | 0.02% | Reduce -7.8% | 1,012 | $453K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -8.7% | 990 | $443K |
| Provident Investment Management, Inc. | 0.04% | Reduce -8.7% | 989 | $442K |
| Meeder Advisory Services, Inc. | 0.02% | Add +5.0% | 989 | $442K |
| Hurlow Wealth Management Group, Inc. | 0.12% | No change | 988 | $442K |
| Mirabella Financial Services LLP | 0.05% | Reduce -72.0% | 982 | $441K |
| Empirical Finance, LLC | 0.02% | Add +1.1% | 982 | $439K |
| Silver Lake Advisory, LLC | 0.19% | No change | 981 | $439K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 978 | $437K |
| Andina Capital Management, LLC | 0.30% | Add +6.4% | 965 | $432K |
| Apeiron RIA LLC | 0.11% | Add +1.8% | 962 | $430K |
| Mutual Advisors, LLC | 0.01% | Add +11.2% | 1,019 | $427K |
| First Financial Bank - Trust Division | 0.04% | Reduce -4.0% | 953 | $426K |
| DRW Securities, LLC | 0.03% | New | 948 | $424K |
| D. E. Shaw & Co. | 0.00% | No change | 946 | $423K |
| National Philanthropic Trust | 0.01% | Add +0.5% | 945 | $423K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.0% | 939 | $420K |
| CI Investments Inc. | 0.00% | Reduce -1.8% | 928 | $415K |
| Conestoga Capital Advisors, LLC | 0.01% | Reduce -35.8% | 922 | $412K |
| Financial Advocates Investment Management | 0.03% | Reduce -14.7% | 921 | $412K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -4.2% | 917 | $410K |
| Lafayette Investments, Inc. | 0.08% | Add +7.7% | 911 | $407K |
| STRS Ohio | 0.00% | New | 908 | $406K |
| Roberts Glore & Co. Inc. | 0.12% | No change | 897 | $401K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -7.5% | 883 | $395K |
| Outlook Wealth Advisors, LLC | 0.10% | Reduce -1.6% | 877 | $392K |
| MAI Capital Management | 0.00% | Add +4.4% | 873 | $390K |
| Alhambra Investment Management LLC | 0.19% | No change | 870 | $389K |
| Larson Financial Group LLC | 0.02% | Add +10.6% | 866 | $387K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -0.7% | 864 | $386K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 864 | $386K |
| Sowell Financial Services LLC | 0.02% | Add +11.7% | 853 | $382K |
| Legacy Financial Advisors, Inc. | 0.06% | Reduce -1.2% | 850 | $380K |
| Natural Investments, LLC | 0.10% | Add +12.1% | 850 | $380K |
| Main Street Financial Solutions, LLC | 0.03% | Add +0.1% | 844 | $378K |
| Mufg Securities Americas Inc. | 0.03% | Add +25.0% | 841 | $376K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 832 | $372K |
| Revisor Wealth Management LLC | 0.13% | Add +20.6% | 826 | $372K |
| Advisors Preferred, LLC | 0.06% | Reduce -46.9% | 825 | $371K |
| Security Financial Services, INC. | 0.07% | Add +24.3% | 828 | $370K |
| S-Bank Fund Management Ltd | 0.05% | Reduce -7.3% | 801 | $358K |
| Savvy Advisors, Inc. | 0.02% | Add +21.6% | 801 | $358K |
| Westerkirk Capital Inc. | 0.04% | — | 791 | $354K |
| Aureus Asset Management, LLC | 0.02% | No change | 775 | $347K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -20.2% | 775 | $347K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.6% | 765 | $342K |
| Curated Wealth Partners LLC | 0.04% | Add +1.2% | 763 | $341K |
| Strategy Asset Managers LLC | 0.06% | Reduce -3.8% | 760 | $340K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +43.4% | 760 | $340K |
| Wedmont Private Capital | 0.01% | New | 739 | $331K |
| Leavell Investment Management, Inc. | 0.01% | No change | 728 | $326K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -4.7% | 716 | $320K |
| Wedbush Securities Inc. | 0.01% | No change | 716 | $320K |
| Apella Capital, LLC | 0.01% | Add +1.1% | 708 | $317K |
| Parsons Capital Management Inc. | 0.02% | No change | 700 | $313K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.4% | 699 | $313K |
| Vestcor Inc | 0.01% | Reduce -0.8% | 698 | $312K |
| Certuity, LLC | 0.03% | Reduce -0.6% | 697 | $312K |
| Brady Family Wealth, LLC | 0.10% | Reduce -0.8% | 696 | $311K |
| Atlas Legacy Advisors, LLC | 0.07% | Reduce -24.9% | 691 | $309K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.2% | 690 | $309K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -2.6% | 680 | $304K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 672 | $301K |
| Rowlandmiller & Partners.adv | 0.06% | No change | 670 | $300K |
| Perigon Wealth Management, LLC | 0.01% | Add +7.9% | 668 | $299K |
| Synovus Financial Corp. | 0.00% | No change | 668 | $299K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 667 | $298K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -5.0% | 665 | $298K |
| Forum Financial Management, LP | 0.00% | Add +6.8% | 657 | $294K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 649 | $290K |
| Segment Wealth Management, LLC | 0.02% | No change | 644 | $288K |
| Baron Wealth Management LLC | 0.10% | Add +23.6% | 643 | $288K |
| Seelaus Asset Management LLC | 0.26% | No change | 640 | $286K |
| Stokes Capital Advisors, LLC | 0.07% | No change | 639 | $286K |
| Moment Partners, LLC | 0.05% | Add +3.4% | 635 | $284K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -5.3% | 629 | $281K |
| Creekmur Asset Management LLC | 0.05% | Add +30.6% | 627 | $281K |
| Ritholtz Wealth Management | 0.01% | New | 627 | $281K |
| Bennett Selby Investments LP | 0.10% | Add +0.2% | 623 | $279K |
| Siemens Fonds Invest GmbH | 0.02% | Add +16.5% | 620 | $277K |
| Canada Post Corp Registered Pension Plan | 0.02% | New | 620 | $277K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 618 | $276K |
| Angeles Wealth Management, LLC | 0.02% | Add +2.7% | 617 | $276K |
| Pine Haven Investment Counsel, Inc | 0.22% | No change | 615 | $275K |
| Motley Fool Asset Management LLC | 0.01% | Reduce -2.9% | 614 | $275K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.1% | 613 | $274K |
| National Pension Service | 0.00% | Add +340.1% | 603 | $270K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 601 | $269K |
| IHT Wealth Management, LLC | 0.01% | Reduce -9.4% | 595 | $266K |
| Summit Securities Group LLC | 0.09% | New | 591 | $264K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.6% | 586 | $262K |
| VestGen Advisors, LLC | 0.01% | Reduce -1.4% | 583 | $261K |
| Savant Capital, LLC | 0.00% | Add +18.7% | 578 | $259K |
| Hall Laurie J Trustee | 0.09% | No change | 575 | $257K |
| Martin Investment Management, LLC | 0.07% | No change | 575 | $257K |
| AMG National Trust Bank | 0.01% | No change | 575 | $257K |
| Physicians Financial Services, Inc. | 0.08% | New | 575 | $257K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.9% | 569 | $255K |
| Everpar Advisors LLC | 0.12% | Add +14.1% | 567 | $254K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -17.5% | 567 | $253K |
| Mizuho Markets Americas LLC | 0.01% | Reduce -80.3% | 561 | $251K |
| Farther Finance Advisors, LLC | 0.00% | Add +21.2% | 549 | $246K |
| Glenview Trust Co | 0.00% | Add +0.2% | 542 | $242K |
| Bouchey Financial Group, Ltd. | 0.02% | Reduce -1.8% | 537 | $240K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Reduce -4.1% | 536 | $240K |
| Moneco Advisors, LLC | 0.02% | Reduce -3.3% | 536 | $240K |
| Intrust Bank NA | 0.02% | Reduce -8.6% | 535 | $239K |
| PFG Investments, LLC | 0.01% | No change | 534 | $239K |
| Claret Asset Management Corp | 0.03% | Add +7.0% | 532 | $238K |
| Keybank National Association | 0.00% | Add +0.9% | 532 | $238K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.9% | 528 | $236K |
| NEOS Investment Management LLC | 0.00% | No change | 526 | $235K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 525 | $235K |
| Paces Ferry Wealth Advisors, LLC | 0.11% | Reduce -5.4% | 522 | $233K |
| Patton Fund Management, Inc. | 0.05% | New | 518 | $232K |
| Citizens & Northern Corp. | 0.06% | Add +15.1% | 510 | $228K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 506 | $226K |
| Aprio Wealth Management, LLC | 0.03% | New | 504 | $225K |
| QSV Equity Investors LLC | 0.23% | New | 504 | $225K |
| CWA Asset Management Group, LLC | 0.01% | New | 503 | $225K |
| Blue Edge Capital, LLC | 0.03% | No change | 500 | $224K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 500 | $224K |
| Guggenheim Capital LLC | 0.00% | Add +7.5% | 500 | $224K |
| Fullcircle Wealth LLC | 0.08% | Add +10.2% | 564 | $223K |
| Guardian Wealth Advisors, LLC | 0.13% | New | 499 | $223K |
| M3 Advisory Group, LLC | 0.15% | Reduce -6.2% | 497 | $222K |
| Wellington Management Group LLP | 0.00% | New | 496 | $222K |
| Tilia Fiduciary Partners, Inc. | 0.13% | No change | 494 | $221K |
| Seeds Investor LLC | 0.05% | Reduce -18.9% | 493 | $220K |
| Smith Shellnut Wilson LLC | 0.09% | No change | 486 | $217K |
| Wealth Group, Ltd. | 0.21% | New | 484 | $216K |
| Icon Wealth Advisors, LLC | 0.02% | Add +17.3% | 481 | $215K |
| Profund Advisors LLC | 0.01% | Reduce -9.8% | 478 | $214K |
| Focus Financial Network, Inc. | 0.01% | Add +4.4% | 472 | $211K |
| Malaga Cove Capital, LLC | 0.08% | New | 463 | $207K |
| Advisory Alpha, LLC | 0.01% | New | 462 | $207K |
| Blue Barn Wealth, LLC | 0.10% | New | 457 | $204K |
| Precision Wealth Strategies, LLC | 0.07% | Reduce -21.9% | 456 | $204K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -12.4% | 454 | $203K |
| Rockland Trust Co. | 0.01% | Reduce -11.2% | 454 | $203K |
| Tower Bridge Advisors | 0.02% | No change | 450 | $201K |
| Delta Asset Management LLC | 0.02% | No change | 450 | $201K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 449 | $201K |
| Estabrook Capital Management | 0.03% | No change | 425 | $190K |
| Global Retirement Partners, LLC | 0.00% | — | 423 | $189K |
| IFP Advisors, Inc | 0.01% | Add +165.8% | 420 | $189K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +0.2% | 412 | $184K |
| State of Wyoming | 0.02% | New | 399 | $178K |
| PrairieView Partners, LLC | 0.02% | No change | 400 | $178K |
| Curio Wealth, LLC | 0.08% | Add +39000.0% | 391 | $175K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -95.2% | 372 | $166K |
| FIL Ltd | 0.00% | New | 369 | $165K |
| Signaturefd, LLC | 0.00% | Add +5.0% | 357 | $160K |
| Caldwell Trust Co | 0.02% | No change | 357 | $160K |
| Parkside Financial Bank & Trust | 0.02% | Add +573.1% | 350 | $157K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 337 | $151K |
| Huntington National Bank | 0.00% | Add +10.0% | 320 | $143K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -35.7% | 319 | $143K |
| Parallel Advisors, LLC | 0.00% | Add +24.5% | 315 | $141K |
| Versant Capital Management, Inc | 0.02% | Reduce -49.0% | 312 | $140K |
| Globeflex Capital L P | 0.01% | No change | 309 | $138K |
| Principal Securities, Inc. | 0.00% | Reduce -18.5% | 291 | $130K |
| MCF Advisors LLC | 0.01% | No change | 264 | $118K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +9.1% | 264 | $118K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 260 | $116K |
| Blue Trust, Inc. | 0.00% | Add +20.1% | 245 | $110K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.9% | 232 | $104K |
| Addison Advisors LLC | 0.03% | No change | 225 | $101K |
| Brown Brothers Harriman & Co. | 0.00% | Add +9.2% | 225 | $101K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -0.5% | 212 | $95K |
| CX Institutional | 0.00% | Add +58.0% | 207 | $93K |
| ORG Partners LLC | 0.02% | Add +13.9% | 205 | $93K |
| Penserra Capital Management LLC | 0.00% | Add +12.4% | 208 | $92K |
| Private Trust Co. NA | 0.01% | Reduce -32.8% | 195 | $87K |
| Swedbank AB | 0.00% | No change | 185 | $83K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -50.8% | 183 | $82K |
| Atticus Wealth Management, LLC | 0.02% | No change | 180 | $81K |
| Clean Yield Group | 0.02% | No change | 177 | $79K |
| Arax Advisory Partners | 0.00% | Add +770.0% | 174 | $78K |
| Coastline Trust Co | 0.01% | No change | 170 | $76K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.2% | 165 | $74K |
| Brooklyn Investment Group | 0.01% | Add +45.5% | 163 | $73K |
| Atlantic Union Bankshares Corp | 0.00% | New | 162 | $72K |
| Bruce G. Allen Investments, LLC | 0.05% | Reduce -0.7% | 152 | $68K |
| Hilltop National Bank | 0.02% | — | 150 | $67K |
| Rossby Financial, LCC | 0.02% | No change | 146 | $65K |
| Lummis Asset Management, LP | 0.04% | No change | 140 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +58.6% | 138 | $62K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -0.8% | 131 | $59K |
| Allworth Financial LP | 0.00% | Reduce -9.0% | 131 | $59K |
| GeoWealth Management, LLC | 0.00% | New | 130 | $58K |
| CVA Family Office, LLC | 0.01% | Add +14.2% | 121 | $54K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 121 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Add +19.4% | 117 | $52K |
| Kiker Wealth Management, LLC | 0.03% | No change | 112 | $50K |
| MUFG Securities EMEA plc | 0.00% | New | 112 | $50K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -28.2% | 112 | $50K |
| Sentry Investment Management LLC | 0.03% | No change | 111 | $49K |
| Trust Co | 0.01% | No change | 108 | $48K |
| Assetmark, Inc. | 0.00% | Add +94.4% | 105 | $47K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -11.9% | 104 | $47K |
| CENTRAL TRUST Co | 0.00% | Reduce -8.8% | 103 | $46K |
| Lazard Asset Management LLC | 0.00% | No change | 103 | $46K |
| CYBER HORNET ETFs LLC | 0.03% | New | 101 | $45K |
| 2UniFi Bank | 0.02% | Add +2.1% | 97 | $43K |
| Ancora Advisors LLC | 0.00% | No change | 95 | $42K |
| Generali Investments, Management Co LLC | 0.01% | New | 95 | $42K |
| Point72 (DIFC) Ltd | 0.00% | New | 93 | $42K |
| First Community Trust NA | 0.03% | No change | 93 | $42K |
| Clearstead Advisors, LLC | 0.00% | Add +49.2% | 91 | $41K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 91 | $41K |
| Bogart Wealth, LLC | 0.00% | Add +11.1% | 90 | $40K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +4300.0% | 88 | $39K |
| DT Investment Partners, LLC | 0.00% | No change | 80 | $36K |
| WPG Advisers, LLC | 0.03% | Reduce -12.1% | 80 | $36K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -75.6% | 79 | $35K |
| Hartford Financial Management Inc. | 0.01% | No change | 75 | $34K |
| Covestor Ltd | 0.02% | Reduce -36.5% | 73 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 70 | $31K |
| Spire Wealth Management | 0.00% | Reduce -92.3% | 66 | $30K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 65 | $29K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 64 | $28K |
| Smithfield Trust Co | 0.00% | No change | 62 | $27K |
| Motco | 0.00% | No change | 67 | $27K |
| Hemington Wealth Management | 0.00% | Add +9.4% | 58 | $25K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Reduce -9.8% | 55 | $25K |
| Zions Bancorporation, National Association | 0.00% | Add +3.9% | 53 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 52 | $23K |
| UMB Bank, n.a. | 0.00% | Add +20.9% | 52 | $23K |
| Nvwm, LLC | 0.01% | No change | 51 | $23K |
| Crews Bank & Trust | 0.00% | No change | 51 | $23K |
| Colonial Trust Co / SC | 0.00% | Add +13.3% | 51 | $23K |
| Beacon Capital Management, LLC | 0.00% | Add +13.6% | 50 | $23K |
| First United Bank & Trust | 0.01% | No change | 50 | $22K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +150.0% | 50 | $22K |
| Alpine Bank Wealth Management | 0.00% | No change | 49 | $22K |
| Opal Wealth Advisors, LLC | 0.01% | New | 47 | $21K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -32.4% | 46 | $21K |
| SouthState Bank Corp | 0.00% | Reduce -23.3% | 46 | $21K |
| Cheviot Value Management, LLC | 0.00% | No change | 51 | $20K |
| Western Pacific Wealth Management, LP | 0.02% | No change | 42 | $19K |
| MV Capital Management, Inc. | 0.00% | Reduce -2.4% | 41 | $18K |
| Centerpoint Advisors, LLC | 0.01% | Add +10.8% | 41 | $18K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -54.6% | 39 | $17K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.6% | 38 | $17K |
| Park Place Capital Corp | 0.00% | No change | 36 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 33 | $15K |
| MTM Investment Management, LLC | 0.00% | New | 32 | $14K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 32 | $14K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 32 | $14K |
| Key Financial Inc | 0.00% | No change | 30 | $13K |
| 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 |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 27 | $12K |
| GW&K Investment Management, LLC | 0.00% | Add +8.0% | 27 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 26 | $12K |
| Dogwood Wealth Management LLC | 0.01% | New | 26 | $12K |
| TD Capital Management LLC | 0.00% | No change | 25 | $11K |
| Tortoise Investment Management, LLC | 0.00% | Add +13.6% | 25 | $11K |
| Darwin Wealth Management, LLC | 0.00% | No change | 24 | $11K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 24 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 24 | $11K |
| Bayforest Capital Ltd | 0.00% | New | 22 | $10K |
| Archer Investment Corp | 0.00% | No change | 21 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +16.7% | 21 | $9K |
| Johnson Financial Group, Inc. | 0.00% | New | 20 | $9K |
| Ameriflex Group, Inc. | 0.00% | No change | 19 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -60.0% | 18 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 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 |
| Alerus Financial NA | 0.00% | New | 15 | $7K |
| Creative Financial Designs Inc. | 0.00% | Reduce -39.1% | 14 | $6K |
| Centennial Bank | 0.00% | No change | 13 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 13 | $6K |
| Park Square Financial Group, LLC | 0.00% | No change | 12 | $5K |
| Harbour Investments, Inc. | 0.00% | Add +33.3% | 12 | $5K |
| Country Trust Bank | 0.00% | Add +20.0% | 12 | $5K |
| LRI Investments, LLC | 0.00% | Reduce -21.4% | 11 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 11 | $5K |
| Creative Capital Management Investments LLC | 0.00% | New | 11 | $5K |
| GFG Capital, LLC | 0.00% | New | 11 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 10 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 12 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 9 | $4K |
| GoalVest Advisory LLC | 0.00% | Reduce -66.7% | 9 | $4K |
| Activest Wealth Management | 0.00% | Add +0.0% | 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 |
| Howard Hughes Medical Institute | 0.00% | New | 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% | No change | 7 | $3K |
| Lanark Financial, Inc. | 0.00% | No change | 8 | $3K |
| Burkett Financial Services, LLC | 0.00% | No change | 6 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 6 | $3K |
| YANKCOM Partnership | 0.00% | New | 6 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 6 | $3K |
| Kestra Investment Management, LLC | 0.00% | No change | 6 | $3K |
| Sierra Ocean, 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 |
| Sachetta, LLC | 0.00% | New | 4 | $2K |
| Binnacle Investments Inc | 0.00% | New | 4 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 4 | $2K |
| Granite FO LLC | 0.00% | No change | 4 | $2K |
| Highline Wealth Partners LLC | 0.00% | Reduce -50.0% | 4 | $2K |
| Financial Management Professionals, Inc. | 0.00% | New | 4 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -66.7% | 3 | $1K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -25.0% | 3 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -95.7% | 3 | $1K |
| Tobam | 0.00% | No change | 3 | $1K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 2 | $895 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $895 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +100.0% | 2 | $895 |
| Clark Wealth Partners | 0.00% | No change | 2 | $895 |
| Rise Advisors, LLC | 0.00% | No change | 2 | $895 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $895 |
| Rothschild Investment LLC | 0.00% | New | 2 | $895 |
| NewSquare Capital LLC | 0.00% | Reduce -80.0% | 2 | $895 |
| Physician Wealth Advisors, Inc. | 0.00% | Add +100.0% | 2 | $895 |
| Bokf, NA | 0.00% | No change | 2 | $895 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $894 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $784 |
| WealthTrak Capital Management LLC | 0.00% | No change | 1 | $448 |
| Quaker Wealth Management, LLC | 0.00% | — | 1 | $448 |
| True Wealth Design, LLC | 0.00% | No change | 1 | $448 |
| Kilter Group LLC | 0.00% | New | 1 | $448 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $448 |
| Stephens Consulting, LLC | 0.00% | New | 1 | $448 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $448 |
| Bare Financial Services, Inc | 0.00% | No change | 1 | $447 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $447 |
| Transce3nd, LLC | 0.00% | No change | 1 | $447 |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 1 | $447 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $447 |
| Leonteq Securities AG | 0.00% | Reduce -99.9% | 1 | $447 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 1 | $447 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $397 |
| Cornerstone Planning Group LLC | 0.00% | No change | 1 | $388 |
| Y.D. More Investments Ltd | 0.00% | Reduce -32.7% | 35 | $46 |
"% of holder's portfolio" is FDS's weight in each manager's 13F, not the share of Factset Research Systems Inc. the manager owns.