Factset Research SystemsFDS
13F holders, Q3 2025 (September 30)773holders −63
92new positions
148sold out
9famous investors
$286.37avg. 13F price*
At the end of Q3 2025, 773 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, down 63 from Q2 2025. 92 opened new positions and 148 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($974.9M) and Morgan Stanley ($621.5M). 9 famous investors held it, including Ron Baron (1.4% of Baron Capital (BAMCO)'s portfolio), Tom Gayner (0.3% of Markel Group's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Factset Research Systems Inc.
- Sector
- Technology
- CUSIP
- 303075105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $222.9M |
| Exits | 148 | $221.3M |
All 13F filers, Q2 2025 → Q3 2025: 3,724,905 shares bought and 2,344,503 shares sold, net +1,380,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 773 holders
| Vanguard Group Inc. | 0.02% | Add +2.2% | 4,932,382 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +1.2% | 3,402,953 | $974.9M |
| Morgan Stanley | 0.04% | Reduce -8.7% | 2,169,227 | $621.5M |
| State Street Corp. | 0.02% | Add +1.2% | 1,961,231 | $561.9M |
| Baron Capital (BAMCO) | 1.38% | Reduce -18.5% | 1,819,059 | $521.1M |
| Loomis Sayles & Co. L P | 0.52% | Add +1.6% | 1,532,692 | $439.1M |
| Wells Fargo & Company | 0.08% | Reduce -2.9% | 1,333,863 | $382.1M |
| Ninety One UK Ltd | 0.75% | Add +1.2% | 1,206,890 | $345.8M |
| Geode Capital Management, LLC | 0.02% | Reduce -5.0% | 1,103,853 | $315.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.72% | Reduce -2.9% | 1,037,716 | $297.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.18% | Add +3.2% | 856,039 | $245.2M |
| Invesco Ltd. | 0.04% | Add +16.2% | 793,832 | $227.4M |
| Bank of America Corp. | 0.01% | Add +8.3% | 572,756 | $164.1M |
| Citadel Advisors | 0.12% | Add +113.9% | 514,028 | $147.3M |
| PineStone Asset Management Inc. | 0.75% | Add +10.3% | 419,484 | $120.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.5% | 410,218 | $117.5M |
| ProShare Advisors LLC | 0.25% | Add +6.7% | 409,052 | $117.2M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 402,086 | $115.2M |
| Nordea Investment Management AB | 0.09% | Add +2.1% | 354,387 | $100.9M |
| Champlain Investment Partners, LLC | 0.64% | Reduce -0.2% | 297,015 | $85.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.9% | 294,240 | $84.3M |
| Boston Trust Walden Corp | 0.61% | Reduce -2.4% | 290,323 | $83.2M |
| Legal & General Group Plc | 0.02% | Reduce -2.6% | 289,820 | $83.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -21.6% | 280,752 | $80.4M |
| Fiera Capital Corp | 0.26% | Add +5.3% | 280,187 | $80.3M |
| Two Sigma Investments, LP | 0.13% | Add +1356.3% | 279,768 | $80.2M |
| Barclays PLC | 0.03% | Add +159.3% | 272,535 | $78.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +49.6% | 268,706 | $77.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.2% | 260,314 | $74.6M |
| HSBC Holdings PLC | 0.04% | Add +107.0% | 229,300 | $65.6M |
| UBS Group AG | 0.01% | Add +26.7% | 211,761 | $60.7M |
| BNP Paribas Financial Markets | 0.05% | Add +190.0% | 206,711 | $59.2M |
| Voloridge Investment Management, LLC | 0.18% | Add +189.7% | 189,715 | $54.4M |
| Deutsche Bank AG | 0.02% | Add +14.0% | 179,394 | $51.4M |
| First Trust Advisors LP | 0.03% | Add +1221.1% | 160,446 | $46.0M |
| American Capital Management Inc. | 1.77% | Reduce -1.6% | 155,304 | $44.5M |
| Royal London Asset Management Ltd. | 0.09% | Add +13.9% | 148,684 | $42.6M |
| Tandem Investment Advisors, Inc. | 1.43% | Reduce -27.3% | 146,128 | $41.9M |
| Everett Harris & Co. | 0.51% | Reduce -1.2% | 144,229 | $41.3M |
| Raymond James Financial Inc. | 0.01% | Add +3.3% | 143,198 | $41.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.2% | 137,408 | $39.4M |
| Millennium Management | 0.03% | Add +292.2% | 131,766 | $37.7M |
| Vest Financial, LLC | 0.49% | Add +3.6% | 130,100 | $37.3M |
| Squarepoint Ops LLC | 0.08% | Add +1922.4% | 128,341 | $36.8M |
| California Public Employees Retirement System | 0.02% | Reduce -13.3% | 122,219 | $35.0M |
| Sei Investments Co. | 0.04% | Add +7.1% | 119,255 | $34.2M |
| Markel Group | 0.27% | No change | 116,720 | $33.4M |
| Amundi | 0.01% | Reduce -0.4% | 121,514 | $33.4M |
| Assenagon Asset Management S.A. | 0.05% | Add +7507.9% | 107,119 | $30.7M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +6.2% | 104,220 | $29.9M |
| Ameriprise Financial Inc. | 0.01% | Add +1.8% | 103,451 | $29.6M |
| Royal Bank of Canada | 0.01% | Add +3.1% | 103,297 | $29.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +1.6% | 100,892 | $28.9M |
| Nuveen, LLC | 0.01% | Reduce -16.6% | 99,196 | $28.4M |
| McDonald Capital Investors Inc. | 1.76% | New | 98,853 | $28.3M |
| Marshall Wace, LLP | 0.03% | New | 98,429 | $28.2M |
| Trexquant Investment LP | 0.29% | New | 97,787 | $28.0M |
| Sone Capital Management, LLC | 2.28% | Add +176.3% | 95,122 | $27.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.5% | 90,362 | $25.9M |
| LPL Financial LLC | 0.01% | Add +0.7% | 86,453 | $24.8M |
| Natixis Advisors, LLC | 0.04% | Reduce -6.2% | 85,981 | $24.6M |
| Rhumbline Advisers | 0.02% | Add +1.8% | 85,267 | $24.4M |
| Ninety One North America, Inc. | 1.10% | No change | 84,686 | $24.3M |
| Y-Intercept (Hong Kong) Ltd | 0.56% | Add +1605.8% | 81,075 | $23.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -14.9% | 75,025 | $21.5M |
| Jane Street Group, LLC | 0.03% | Add +3130.2% | 74,294 | $21.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Reduce -14.0% | 72,832 | $20.9M |
| Copeland Capital Management, LLC | 0.43% | Add +24.6% | 72,369 | $20.7M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.26% | No change | 66,576 | $19.1M |
| Qube Research & Technologies Ltd | 0.03% | New | 66,543 | $19.1M |
| Tudor Investment Corporation | 0.12% | New | 62,736 | $18.0M |
| Earnest Partners LLC | 0.07% | Reduce -7.1% | 58,995 | $16.9M |
| California State Teachers Retirement System | 0.02% | Reduce -4.4% | 58,259 | $16.7M |
| Citigroup Inc. | 0.01% | Add +24.7% | 57,843 | $16.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.5% | 56,286 | $16.1M |
| Heron Bay Capital Management | 2.96% | Add +52.6% | 55,359 | $15.9M |
| Saybrook Capital | 4.08% | Add +19.8% | 54,481 | $15.6M |
| Susquehanna International Group, LLP | 0.02% | Add +318.6% | 51,207 | $14.7M |
| Distillate Capital Partners LLC | 0.74% | New | 49,789 | $14.3M |
| ExodusPoint Capital Management, LP | 0.19% | Add +1725.1% | 46,850 | $13.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.2% | 45,716 | $13.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +91.3% | 44,988 | $12.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.1% | 42,550 | $12.2M |
| Running Oak Capital LLC | 1.33% | Add +14.0% | 41,335 | $11.8M |
| Stifel Financial Corp. | 0.01% | Reduce -2.8% | 41,160 | $11.8M |
| Freestone Grove Partners LP | 0.09% | New | 40,361 | $11.6M |
| State of Michigan Retirement System | 0.06% | Add +19.6% | 40,235 | $11.5M |
| Capital Fund Management S.A. | 0.11% | Add +203.2% | 39,498 | $11.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.7% | 38,652 | $11.1M |
| Caisse de depot et placement du Quebec | 0.02% | Add +94.0% | 37,530 | $10.8M |
| FMR LLC | 0.00% | Reduce -55.3% | 35,665 | $10.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +9.1% | 35,306 | $10.1M |
| Aberdeen Group plc | 0.02% | Add +0.9% | 34,911 | $10.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.7% | 34,783 | $10.0M |
| New York State Teachers Retirement System | 0.02% | Add +2.4% | 33,394 | $9.6M |
| Nomura Holdings Inc. | 0.05% | Add +2726.7% | 31,913 | $9.1M |
| Bank of Montreal | 0.00% | Add +1.4% | 30,748 | $8.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +23.6% | 30,937 | $8.7M |
| Marks Group Wealth Management, Inc | 0.80% | Reduce -9.9% | 30,096 | $8.6M |
| Aviva PLC | 0.02% | Add +6.5% | 29,796 | $8.5M |
| Franklin Resources Inc. | 0.00% | Reduce -1.1% | 29,256 | $8.4M |
| Bath Savings Trust Co | 0.79% | Reduce -7.3% | 27,808 | $8.0M |
| Financial Strategies Group, Inc. | 1.51% | New | 29,934 | $7.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -24.7% | 27,497 | $7.9M |
| Interval Partners, LP | 0.17% | Reduce -18.3% | 27,215 | $7.8M |
| &partners | 0.05% | Reduce -3.8% | 27,095 | $7.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 26,515 | $7.6M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +114.6% | 26,400 | $7.6M |
| Man Group plc | 0.01% | Add +76.7% | 25,826 | $7.4M |
| Canoe Financial LP | 0.10% | Add +0.8% | 24,755 | $7.1M |
| Wendell David Associates Inc. | 0.68% | Reduce -1.9% | 24,001 | $6.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.5% | 23,927 | $6.9M |
| Gotham Asset Management | 0.03% | Add +62.5% | 23,908 | $6.8M |
| GHP Investment Advisors, Inc. | 0.28% | Add +2.0% | 23,652 | $6.8M |
| TD Asset Management Inc | 0.01% | Add +1.2% | 23,334 | $6.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.5% | 23,088 | $6.6M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.0% | 22,460 | $6.4M |
| APG Asset Management N.V. | 0.02% | No change | 26,300 | $6.4M |
| Truist Financial Corp. | 0.01% | Reduce -0.5% | 22,196 | $6.4M |
| Two Sigma Advisers, LP | 0.01% | New | 22,100 | $6.3M |
| Danske Bank A/S | 0.02% | Reduce -16.0% | 21,860 | $6.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -42.8% | 21,773 | $6.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.0% | 20,946 | $6.1M |
| Prudential Financial Inc. | 0.01% | Reduce -2.9% | 20,926 | $6.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -3.7% | 20,908 | $6.0M |
| Willis Investment Counsel | 0.32% | Reduce -1.2% | 20,656 | $5.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.05% | Add +7.3% | 20,641 | $5.9M |
| Mattern Capital Management, LLC | 0.69% | Add +2.7% | 20,420 | $5.9M |
| Forsta Ap-Fonden | 0.03% | Add +51.1% | 20,100 | $5.8M |
| Yousif Capital Management, LLC | 0.06% | Add +4.1% | 20,056 | $5.7M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -3.7% | 19,670 | $5.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +12.7% | 19,644 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -32.8% | 19,092 | $5.5M |
| Voya Investment Management LLC | 0.01% | Reduce -16.0% | 18,889 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +60.8% | 16,419 | $5.3M |
| Toronto Dominion Bank | 0.01% | Reduce -7.8% | 18,301 | $5.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +95.1% | 18,158 | $5.2M |
| L. Roy Papp & Associates, LLP | 0.58% | Reduce -4.7% | 17,903 | $5.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -20.7% | 17,557 | $5.0M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -0.3% | 17,389 | $5.0M |
| National Bank of Canada | 0.01% | Reduce -50.8% | 17,326 | $5.0M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.7% | 17,069 | $4.9M |
| Greenland Capital Management LP | 0.78% | New | 16,912 | $4.8M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +16.3% | 16,845 | $4.8M |
| Hendershot Investments Inc. | 0.60% | Add +9.2% | 16,679 | $4.8M |
| CIBC Asset Management Inc | 0.01% | Add +1.2% | 16,368 | $4.7M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -0.7% | 15,874 | $4.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -2.3% | 15,849 | $4.5M |
| Intech Investment Management LLC | 0.04% | Add +145.8% | 15,318 | $4.4M |
| AQR Capital Management | 0.00% | Reduce -19.3% | 15,171 | $4.3M |
| Gateway Investment Advisers LLC | 0.04% | Reduce -0.9% | 15,080 | $4.3M |
| Van Eck Associates Corp. | 0.00% | Add +95.3% | 14,925 | $4.3M |
| AXA Investment Managers S.A. | 0.01% | — | 14,862 | $4.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Add +22.2% | 14,839 | $4.3M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -10.1% | 14,761 | $4.2M |
| JGP Wealth Management, LLC | 0.47% | Reduce -18.9% | 14,964 | $4.2M |
| AdvisorShares Investments LLC | 0.69% | Reduce -1.3% | 14,670 | $4.2M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -0.9% | 14,564 | $4.2M |
| Banco Santander, S.A. | 0.04% | Add +18.5% | 14,050 | $4.0M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 14,000 | $4.0M |
| Wolverine Trading, LLC | 0.08% | New | 13,710 | $4.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.7% | 13,851 | $4.0M |
| Alberta Investment Management Corp | 0.03% | New | 13,500 | $3.9M |
| Quantinno Capital Management LP | 0.01% | Add +157.6% | 13,453 | $3.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +9.7% | 13,382 | $3.8M |
| Handelsbanken Fonder AB | 0.01% | Add +37.3% | 13,251 | $3.8M |
| Atria Investments, Inc | 0.04% | Reduce -16.6% | 13,141 | $3.8M |
| KLP Kapitalforvaltning As | 0.01% | No change | 12,900 | $3.7M |
| Jain Global LLC | 0.05% | Add +469.8% | 12,821 | $3.7M |
| Mediolanum International Funds Ltd | 0.04% | Add +8.4% | 12,478 | $3.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -0.3% | 12,578 | $3.6M |
| IMC-Chicago, LLC | 0.06% | New | 12,266 | $3.5M |
| Heartland Advisors Inc. | 0.18% | Reduce -6.0% | 12,210 | $3.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.8% | 12,158 | $3.5M |
| Mariner, LLC | 0.00% | Reduce -15.0% | 12,043 | $3.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | No change | 11,999 | $3.4M |
| Comerica Bank | 0.01% | Reduce -6.0% | 11,934 | $3.4M |
| Jensen Investment Management Inc. | 0.04% | Add +13.6% | 11,810 | $3.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +5.8% | 11,780 | $3.4M |
| Kennedy Capital Management LLC | 0.07% | Reduce -32.7% | 11,685 | $3.3M |
| Commerce Bank | 0.02% | Reduce -0.3% | 11,349 | $3.3M |
| Arizona State Retirement System | 0.02% | Add +2.1% | 11,321 | $3.2M |
| American Century Companies Inc. | 0.00% | Add +1.7% | 11,190 | $3.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.1% | 11,164 | $3.2M |
| Parr McKnight Wealth Management Group, LLC | 0.42% | Add +8.1% | 11,107 | $3.2M |
| Rakuten Investment Management, Inc. | 0.01% | — | 14,078 | $3.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -75.0% | 10,802 | $3.1M |
| Regions Financial Corp. | 0.02% | Add +0.5% | 10,690 | $3.1M |
| Swiss Life Asset Management Ltd | 0.02% | Add +16.8% | 10,687 | $3.1M |
| JLB & Associates Inc. | 0.40% | Reduce -0.6% | 10,683 | $3.1M |
| Andra AP-fonden | 0.04% | Add +637.4% | 10,611 | $3.0M |
| Hussman Strategic Advisors, Inc. | 0.65% | New | 10,500 | $3.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -30.8% | 10,359 | $3.0M |
| Investment House LLC | 0.14% | New | 10,301 | $3.0M |
| Stonebridge Financial Group, LLC | 0.26% | Add +4.6% | 10,123 | $2.9M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,755 | $2.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -25.3% | 9,803 | $2.8M |
| Korea Investment CORP | 0.01% | Reduce -14.1% | 9,726 | $2.8M |
| Czech National Bank | 0.02% | Add +3.5% | 9,603 | $2.8M |
| Nuance Investments, LLC | 0.28% | New | 9,540 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.9% | 9,499 | $2.7M |
| M&T Bank Corp | 0.01% | Reduce -9.3% | 9,096 | $2.6M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.3% | 9,089 | $2.6M |
| Entropy Technologies, LP | 0.19% | New | 8,909 | $2.6M |
| Somerset Trust Co | 0.78% | Add +1.0% | 8,791 | $2.5M |
| US Bancorp \de | 0.00% | Reduce -3.1% | 8,783 | $2.5M |
| Twinbeech Capital LP | 0.10% | New | 8,759 | $2.5M |
| Strong Tower Advisory Services | 0.47% | Add +31.9% | 8,711 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -19.6% | 8,677 | $2.5M |
| Delta Global Management LP | 0.18% | Add +60.0% | 8,646 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.9% | 8,624 | $2.5M |
| Storebrand Asset Management As | 0.01% | Add +4.2% | 8,535 | $2.4M |
| Brown Advisory Inc. | 0.00% | Reduce -0.5% | 8,455 | $2.4M |
| Birch Capital Management, LLC | 1.23% | Reduce -1.4% | 8,429 | $2.4M |
| Tidal Investments LLC | 0.01% | Add +528.6% | 8,291 | $2.4M |
| Callan Family Office, LLC | 0.08% | Reduce -5.3% | 8,251 | $2.4M |
| Engineers Gate Manager LP | 0.03% | New | 8,205 | $2.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 8,194 | $2.3M |
| Public Sector Pension Investment Board | 0.01% | Add +4.6% | 8,153 | $2.3M |
| Edgestream Partners, L.P. | 0.07% | New | 8,068 | $2.3M |
| Eukles Asset Management | 0.90% | Add +0.2% | 8,068 | $2.3M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.9% | 8,066 | $2.3M |
| Acadian Asset Management LLC | 0.00% | Reduce -10.3% | 8,022 | $2.3M |
| Core Alternative Capital | 0.66% | Reduce -21.4% | 7,926 | $2.3M |
| Linden Thomas Advisory Services, LLC | 0.23% | Reduce -0.9% | 7,836 | $2.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -7.2% | 7,808 | $2.2M |
| Amalgamated Bank | 0.02% | Reduce -3.3% | 7,631 | $2.2M |
| Bridgewater Associates | 0.01% | New | 7,436 | $2.1M |
| IFM Investors Pty Ltd | 0.02% | Reduce -0.1% | 7,268 | $2.1M |
| Coastal Bridge Advisors, LLC | 0.16% | Reduce -1.6% | 7,296 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -23.7% | 7,100 | $2.0M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.2% | 7,088 | $2.0M |
| Creative Planning | 0.00% | Add +85.5% | 6,970 | $2.0M |
| DNB Asset Management AS | 0.01% | Reduce -1.5% | 6,895 | $2.0M |
| Naples Global Advisors, LLC | 0.15% | Add +48.2% | 6,708 | $1.9M |
| Wealthfront Advisers LLC | 0.00% | Add +122.7% | 6,596 | $1.9M |
| UniSuper Management Pty Ltd | 0.01% | Add +21.1% | 6,509 | $1.9M |
| Xponance LLC | 0.01% | Reduce -12.7% | 6,472 | $1.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -52.7% | 6,366 | $1.8M |
| Stephens Inc. | 0.02% | Reduce -18.3% | 6,291 | $1.8M |
| Utah Retirement Systems | 0.02% | No change | 6,217 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +24.1% | 6,214 | $1.8M |
| Evoke Wealth, LLC | 0.04% | Reduce -2.3% | 6,105 | $1.7M |
| Natixis | 0.01% | Add +267.4% | 6,051 | $1.7M |
| Bright Rock Capital Management, LLC | 0.34% | No change | 6,000 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +170.2% | 5,936 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.6% | 6,084 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +11.4% | 5,847 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.7% | 5,828 | $1.7M |
| Kensington Investment Counsel, LLC | 0.67% | Reduce -7.6% | 5,766 | $1.7M |
| Capital Insight Partners, LLC | 0.27% | Reduce -27.0% | 5,742 | $1.6M |
| Legacy Financial Strategies, LLC | 0.29% | Add +1.2% | 5,577 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +45.9% | 5,564 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -67.9% | 5,549 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +27.8% | 5,536 | $1.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.08% | Add +10.9% | 5,506 | $1.6M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +54.1% | 5,454 | $1.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -9.0% | 5,435 | $1.6M |
| Summit Wealth Group LLC / Co. | 0.16% | New | 5,486 | $1.6M |
| Kesler, Norman & Wride, LLC | 0.30% | Add +8.0% | 3,194 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -1.7% | 5,335 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Add +258.6% | 5,218 | $1.5M |
| CIBC Bancorp USA Inc. | 0.01% | — | 5,216 | $1.5M |
| ICW Investment Advisors LLC | 0.54% | Add +9.1% | 5,208 | $1.5M |
| PFG Advisors | 0.06% | Reduce -97.3% | 5,173 | $1.5M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -0.1% | 5,169 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +5.6% | 5,166 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -12.8% | 5,158 | $1.5M |
| New York Life Investment Management LLC | 0.01% | Reduce -0.5% | 5,125 | $1.5M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -3.6% | 5,102 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Reduce -23.1% | 5,531 | $1.4M |
| Woodline Partners LP | 0.01% | New | 4,997 | $1.4M |
| KBC Group NV | 0.00% | Add +0.5% | 4,977 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -14.1% | 4,953 | $1.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -0.3% | 4,923 | $1.4M |
| Verition Fund Management LLC | 0.01% | Add +181.9% | 4,903 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -30.9% | 4,795 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +41.6% | 4,753 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -12.0% | 4,699 | $1.3M |
| Bank of Nova Scotia | 0.00% | Add +17.2% | 4,655 | $1.3M |
| Ostrum Asset Management | 0.06% | Add +142.5% | 4,556 | $1.3M |
| Palumbo Wealth Management LLC | 0.42% | Add +2.9% | 4,603 | $1.3M |
| Stiles Financial Services Inc | 0.41% | Reduce -9.8% | 4,504 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | Reduce -46.7% | 4,499 | $1.3M |
| OP Asset Management Ltd | 0.02% | Add +11.2% | 4,498 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +23.3% | 4,487 | $1.3M |
| Nicholson Wealth Management Group, LLC | 0.75% | Add +29.7% | 4,466 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -16.9% | 4,423 | $1.3M |
| Cascades Capital Asset Management, LLC | 0.56% | Add +0.0% | 4,337 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +32.1% | 4,304 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,222 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +8.6% | 4,187 | $1.2M |
| Sepio Capital, LP | 0.07% | Add +0.2% | 4,182 | $1.2M |
| Generali Asset Management SPA SGR | 0.03% | Reduce -5.4% | 4,175 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 4,168 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -5.8% | 4,099 | $1.2M |
| Abner Herrman & Brock LLC | 0.12% | New | 4,000 | $1.1M |
| LWM Advisory Services, LLC | 0.67% | No change | 4,000 | $1.1M |
| Shell Asset Management Co. | 0.12% | Reduce -37.1% | 3,997 | $1.1M |
| SummitTX Capital, L.P. | 0.05% | Reduce -14.6% | 3,961 | $1.1M |
| Azzad Asset Management Inc. | 0.11% | Reduce -55.1% | 3,907 | $1.1M |
| Aurora Investment Managers, LLC. | 0.61% | Add +0.3% | 3,893 | $1.1M |
| Mgo One Seven LLC | 0.03% | Reduce -34.2% | 3,834 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -9.4% | 3,826 | $1.1M |
| Investment Management Corp of Ontario | 0.02% | Reduce -4.8% | 3,825 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,750 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -25.3% | 3,716 | $1.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +49.6% | 3,612 | $1.0M |
| Ossiam | 0.01% | Add +35.9% | 3,600 | $1.0M |
| Mizuho Securities USA LLC | 0.02% | Add +4.8% | 2,754 | $1.0M |
| Credit Agricole S A | 0.00% | — | 3,559 | $1.0M |
| Whittier Trust Co. | 0.01% | Reduce -82.7% | 3,599 | $1.0M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 3,510 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Add +384.4% | 3,468 | $993K |
| Neuberger Berman Group LLC | 0.00% | Reduce -33.9% | 3,461 | $992K |
| Gen-Wealth Partners Inc | 0.33% | Add +7.3% | 3,456 | $990K |
| Taylor Frigon Capital Management LLC | 0.49% | Add +3.4% | 3,445 | $987K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -11.8% | 3,338 | $956K |
| Eads & Heald Wealth Management | 0.45% | Reduce -2.2% | 3,264 | $935K |
| Palisade Asset Management, LLC | 0.09% | Add +18.1% | 3,255 | $933K |
| Pacific Point Advisors, LLC | 0.54% | Add +0.5% | 3,254 | $932K |
| Lafayette Investments, Inc. | 0.18% | Add +255.7% | 3,240 | $928K |
| AlphaQuest LLC | 0.06% | Reduce -0.3% | 3,211 | $920K |
| Metis Global Partners, LLC | 0.02% | Add +5.0% | 3,193 | $915K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 3,120 | $894K |
| MAI Capital Management | 0.01% | Add +256.4% | 3,111 | $891K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.6% | 3,108 | $890K |
| Pacer Advisors, Inc. | 0.00% | Reduce -49.3% | 3,095 | $887K |
| Avanza Fonder AB | 0.02% | No change | 3,084 | $884K |
| Morningstar Investment Management LLC | 0.03% | New | 3,067 | $879K |
| DRW Securities, LLC | 0.04% | Add +213.9% | 2,976 | $854K |
| Spinnaker Trust | 0.05% | No change | 2,922 | $837K |
| Marshall Financial Group, LLC | 0.16% | Add +4.0% | 2,891 | $828K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 2,892 | $828K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -73.8% | 2,888 | $827K |
| Arkadios Wealth Advisors | 0.02% | Add +6.2% | 2,883 | $826K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -86.0% | 2,883 | $825K |
| Prana Capital Management, LP | 0.03% | New | 2,870 | $822K |
| Tredje AP-fonden | 0.01% | Reduce -67.3% | 2,853 | $817K |
| Dean Investment Associates, LLC | 0.11% | New | 2,831 | $811K |
| Candriam S.C.A. | 0.00% | Reduce -26.0% | 2,809 | $805K |
| Keeler Thomas Management LLC | 0.37% | Add +1.9% | 2,801 | $802K |
| Qsemble Capital Management, LP | 0.08% | New | 2,762 | $791K |
| New Age Alpha Advisors, LLC | 0.03% | Reduce -0.9% | 2,760 | $791K |
| Logan Capital Management Inc. | 0.03% | Reduce -15.8% | 2,743 | $786K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -20.4% | 2,721 | $780K |
| Arax Advisory Partners | 0.01% | Add +1456.3% | 2,708 | $776K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +489.6% | 2,677 | $767K |
| Sherbrooke Park Advisers LLC | 0.35% | New | 2,653 | $760K |
| Integrated Investment Consultants, LLC | 0.13% | Reduce -12.3% | 2,652 | $760K |
| Macquarie Group Ltd. | 0.00% | Reduce -17.2% | 2,644 | $757K |
| Mission Wealth Management, LP | 0.02% | Reduce -2.4% | 2,570 | $736K |
| Formidable Asset Management, LLC | 0.12% | Reduce -11.0% | 1,637 | $732K |
| Dark Forest Capital Management LP | 0.03% | New | 2,553 | $731K |
| Knollwood Investment Advisory, LLC | 0.07% | No change | 2,550 | $731K |
| D.B. Root & Company, LLC | 0.19% | Add +17.8% | 2,548 | $730K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 2,512 | $720K |
| Portside Wealth Group, LLC | 0.10% | Add +0.4% | 2,500 | $716K |
| Amiral Gestion | 0.26% | No change | 2,500 | $716K |
| Prospera Financial Services Inc | 0.01% | Reduce -62.8% | 2,495 | $716K |
| Henshaw Capital LLC | 0.03% | Add +0.3% | 2,495 | $715K |
| Radnor Capital Management, LLC | 0.10% | No change | 2,410 | $690K |
| Jones Financial Companies LLLP | 0.00% | Add +16.7% | 2,372 | $687K |
| Connable Office Inc. | 0.06% | No change | 2,390 | $685K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.3% | 2,375 | $680K |
| Schroder Investment Management Group | 0.00% | Add +22.4% | 2,331 | $678K |
| Farringdon Capital, Ltd. | 0.17% | New | 2,358 | $676K |
| Benjamin Edwards Inc. | 0.01% | Add +9.7% | 2,351 | $673K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -56.0% | 2,349 | $673K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +59.5% | 2,333 | $668K |
| Institute for Wealth Management, LLC. | 0.07% | Add +3.6% | 2,328 | $667K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.4% | 2,291 | $656K |
| Klein Pavlis & Peasley Financial, Inc. | 0.40% | Reduce -3.2% | 2,266 | $649K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.8% | 2,259 | $647K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -49.7% | 2,234 | $640K |
| Hartford Investment Management Co. | 0.02% | Reduce -3.6% | 2,216 | $635K |
| Panagora Asset Management Inc. | 0.00% | Add +65.8% | 2,215 | $635K |
| Trail Ridge Investment Advisors, LLC | 0.28% | No change | 2,200 | $630K |
| Empowered Funds, LLC | 0.01% | Add +26.6% | 2,195 | $629K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -18.3% | 2,172 | $622K |
| Diversified Trust Co. | 0.01% | Add +11.0% | 2,166 | $621K |
| Mitchell & Pahl Private Wealth, LLC | 0.26% | Add +4.1% | 2,155 | $617K |
| Novem Group | 0.07% | Add +6.0% | 2,145 | $615K |
| Blair William & Co. | 0.00% | Reduce -8.3% | 2,124 | $609K |
| Sage Private Wealth Group, LLC | 0.34% | Add +56.6% | 2,122 | $608K |
| Jefferies Financial Group Inc. | 0.01% | Add +35.6% | 2,034 | $583K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,030 | $582K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -3.2% | 2,009 | $576K |
| Kintegral Advisory, LLC | 0.05% | Reduce -0.5% | 2,001 | $573K |
| Louisiana State Employees Retirement System | 0.01% | No change | 2,000 | $573K |
| Manchester Capital Management LLC | 0.08% | Add +0.8% | 1,999 | $573K |
| Glenmede Investment Management, LP | 0.00% | Add +33.8% | 1,991 | $570K |
| Argent Capital Management LLC | 0.02% | No change | 1,955 | $560K |
| Norinchukin Bank, The | 0.01% | Reduce -1.4% | 1,953 | $560K |
| Oxford Asset Management LLP | 0.18% | New | 1,951 | $559K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.0% | 1,950 | $559K |
| Promus Capital, LLC | 0.36% | Add +2.4% | 1,947 | $558K |
| Aigen Investment Management, LP | 0.09% | New | 1,939 | $556K |
| GC Wealth Management RIA, LLC | 0.02% | New | 1,927 | $552K |
| Milestone Asset Management Group, LLC | 0.35% | New | 1,921 | $550K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +18.2% | 1,919 | $550K |
| FourThought Financial Partners, LLC | 0.05% | Add +21.8% | 1,902 | $545K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.6% | 1,901 | $545K |
| Maryland State Retirement & Pension System | 0.01% | Add +5.3% | 1,873 | $537K |
| Gibbs Wealth Management | 0.12% | Reduce -16.5% | 1,861 | $533K |
| SkyView Investment Advisors, LLC | 0.07% | Add +2.9% | 1,861 | $533K |
| XTX Topco Ltd | 0.03% | New | 1,854 | $531K |
| Texas Yale Capital Corp. | 0.02% | Reduce -9.8% | 1,852 | $531K |
| Fifth Third Bancorp | 0.00% | Add +26.7% | 1,843 | $528K |
| Mutual Advisors, LLC | 0.01% | Add +79.6% | 1,830 | $525K |
| Guardian Wealth Advisors, LLC | 0.29% | Add +261.5% | 1,804 | $517K |
| Global X Japan Co., Ltd. | 0.04% | Add +28.6% | 1,792 | $513K |
| Securian Asset Management, Inc. | 0.01% | Reduce -14.4% | 1,788 | $512K |
| Numerai GP LLC | 0.07% | New | 1,780 | $510K |
| Blueshift Asset Management, LLC | 0.16% | New | 1,773 | $508K |
| Penobscot Investment Management Company, Inc. | 0.04% | Reduce -44.3% | 1,770 | $507K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 1,770 | $507K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -11.8% | 1,735 | $497K |
| Ethic Inc. | 0.01% | Reduce -33.7% | 1,727 | $495K |
| Element Capital Management LLC | 0.70% | New | 1,720 | $493K |
| Harrell Investment Partners, LLC | 0.12% | Add +2.9% | 1,701 | $487K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -5.6% | 1,700 | $487K |
| Procyon Advisors, LLC | 0.03% | Add +3.1% | 1,694 | $485K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 1,642 | $470K |
| United Capital Financial Advisors, LLC | 0.00% | New | 1,609 | $461K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 1,604 | $460K |
| Sound Financial Strategies Group, LLC | 0.33% | Add +1.9% | 1,585 | $454K |
| Profit Investment Management, LLC | 0.57% | Reduce -32.7% | 1,580 | $453K |
| Ridgewood Investments LLC | 0.19% | New | 1,561 | $447K |
| Private Advisor Group, LLC | 0.00% | Reduce -27.0% | 1,533 | $439K |
| Focus Partners Wealth | 0.00% | Reduce -29.4% | 1,589 | $438K |
| Koshinski Asset Management, Inc. | 0.03% | Add +9.8% | 1,507 | $432K |
| Anchor Capital Advisors LLC | 0.01% | No change | 1,500 | $430K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -2.7% | 1,499 | $429K |
| Two Sigma Securities, LLC | 0.06% | Reduce -61.4% | 1,473 | $422K |
| SlateStone Wealth, LLC | 0.04% | No change | 1,465 | $420K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +118.9% | 1,460 | $418K |
| World Investment Advisors | 0.01% | Reduce -4.7% | 1,455 | $417K |
| Vinva Investment Management Ltd | 0.01% | New | 1,434 | $417K |
| Alliance Wealth Advisors, LLC | 0.10% | Add +14.0% | 1,453 | $416K |
| Cwm, LLC | 0.00% | Add +15.3% | 1,451 | $416K |
| Allianz Asset Management GmbH | 0.00% | Add +6.5% | 1,452 | $416K |
| Prudential PLC | 0.00% | No change | 1,421 | $407K |
| ASR Vermogensbeheer N.V. | 0.00% | Reduce -0.6% | 1,414 | $405K |
| Cerro Pacific Wealth Advisors LLC | 0.11% | Reduce -13.4% | 1,405 | $403K |
| Graham Capital Management, L.P. | 0.02% | New | 1,386 | $397K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.5% | 1,360 | $390K |
| Allstate Corp. | 0.01% | New | 1,341 | $384K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.6% | 1,323 | $379K |
| Summit Financial, LLC | 0.01% | Reduce -7.9% | 1,300 | $373K |
| Rathbones Group PLC | 0.00% | New | 1,289 | $369K |
| Dividend Assets Capital, LLC | 0.06% | No change | 1,285 | $368K |
| Independent Advisor Alliance | 0.01% | Reduce -5.5% | 1,282 | $367K |
| Krilogy Financial LLC | 0.01% | New | 1,400 | $366K |
| Cibc World Market Inc. | 0.00% | Reduce -6.0% | 1,252 | $359K |
| Capital Investment Services of America, Inc. | 0.03% | No change | 1,250 | $358K |
| Norden Group LLC | 0.04% | Reduce -3.2% | 1,230 | $352K |
| KFG Wealth Management, LLC | 0.05% | Reduce -4.5% | 1,225 | $351K |
| Lido Advisors, LLC | 0.00% | Reduce -6.0% | 1,205 | $346K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.5% | 1,205 | $345K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -0.1% | 1,202 | $344K |
| Quantum Private Wealth, LLC | 0.10% | No change | 1,202 | $344K |
| Verity & Verity, LLC | 0.03% | Add +0.6% | 1,202 | $344K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +75.9% | 1,196 | $343K |
| Andina Capital Management, LLC | 0.19% | Add +22.9% | 1,186 | $340K |
| Advisory Alpha, LLC | 0.01% | Add +160.6% | 1,204 | $339K |
| Alhambra Investment Management LLC | 0.16% | Add +35.1% | 1,175 | $337K |
| D.A. Davidson & Co. | 0.00% | Add +4.8% | 1,173 | $336K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 1,170 | $335K |
| Vident Advisory, LLC | 0.00% | Reduce -5.4% | 1,167 | $334K |
| Baker Tilly Wealth Management, LLC | 0.07% | Reduce -1.6% | 1,154 | $331K |
| denkapparat Operations GmbH | 0.21% | No change | 1,148 | $329K |
| Composition Wealth, LLC | 0.00% | Add +3.3% | 1,145 | $328K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -34.1% | 1,116 | $320K |
| National Pension Service | 0.00% | Add +84.6% | 1,113 | $319K |
| Perbak Capital Partners LLP | 0.06% | Reduce -85.1% | 1,111 | $318K |
| Avior Wealth Management, LLC | 0.01% | Add +1.4% | 1,109 | $318K |
| Vontobel Holding Ltd. | 0.00% | No change | 1,107 | $317K |
| Nilsine Partners, LLC | 0.03% | Reduce -2.8% | 1,104 | $316K |
| NEOS Investment Management LLC | 0.00% | Add +107.2% | 1,090 | $312K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.6% | 1,073 | $307K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +59.4% | 1,071 | $307K |
| Ninety One SA (Pty) Ltd | 0.01% | No change | 1,068 | $306K |
| Impact Capital Partners LLC | 0.09% | Reduce -17.6% | 1,065 | $305K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.6% | 1,064 | $305K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -77.7% | 1,062 | $304K |
| Horizon Investments, LLC | 0.00% | Reduce -33.4% | 1,057 | $303K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -44.9% | 1,051 | $301K |
| Blackhawk Capital Partners, LLC | 0.12% | New | 1,050 | $301K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -90.5% | 1,062 | $300K |
| Lindenwold Advisors, INC | 0.14% | Add +0.9% | 1,046 | $300K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -53.9% | 1,043 | $299K |
| Wesbanco Bank Inc. | 0.01% | Add +0.7% | 1,036 | $297K |
| LMCG Investments, LLC | 0.02% | No change | 1,032 | $296K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 1,021 | $293K |
| Chicago Capital, LLC | 0.01% | Reduce -42.4% | 1,021 | $293K |
| Mufg Securities Americas Inc. | 0.02% | Add +21.3% | 1,020 | $292K |
| Absher Wealth Management, LLC | 0.03% | New | 1,016 | $291K |
| Ballentine Partners, LLC | 0.00% | Reduce -4.3% | 1,013 | $290K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 1,012 | $290K |
| Ashton Thomas Securities, LLC | 0.04% | Reduce -1.1% | 1,003 | $287K |
| Empirical Finance, LLC | 0.01% | Add +1.3% | 995 | $285K |
| Provident Investment Management, Inc. | 0.03% | No change | 989 | $283K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Reduce -41.5% | 985 | $282K |
| Silver Lake Advisory, LLC | 0.11% | No change | 981 | $281K |
| Mattern Wealth Management LLC | 0.06% | Reduce -18.2% | 977 | $280K |
| Applied Finance Capital Management, LLC | 0.02% | Reduce -11.7% | 975 | $279K |
| HM Payson & Co. | 0.00% | Reduce -13.4% | 966 | $277K |
| McDonald Partners LLC | 0.08% | Reduce -63.0% | 958 | $276K |
| First Financial Bank - Trust Division | 0.02% | No change | 953 | $273K |
| Cresset Asset Management, LLC | 0.00% | Add +1.5% | 953 | $273K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -64.1% | 951 | $272K |
| Hurlow Wealth Management Group, Inc. | 0.07% | Reduce -3.9% | 950 | $272K |
| South Dakota Investment Council | 0.01% | New | 950 | $272K |
| National Philanthropic Trust | 0.00% | Reduce -0.5% | 940 | $269K |
| Certuity, LLC | 0.02% | Add +34.6% | 938 | $269K |
| West Bancorporation Inc. | 0.15% | New | 932 | $267K |
| HighPoint Advisor Group LLC | 0.01% | Add +5.2% | 929 | $266K |
| CoreCap Advisors, LLC | 0.01% | Reduce -43.5% | 922 | $264K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -5.7% | 922 | $264K |
| 111 Capital | 0.05% | New | 919 | $263K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 917 | $263K |
| STRS Ohio | 0.00% | No change | 908 | $260K |
| QRG Capital Management, Inc. | 0.00% | Reduce -41.6% | 903 | $259K |
| Roberts Glore & Co. Inc. | 0.07% | Add +0.6% | 902 | $258K |
| Security Financial Services, INC. | 0.04% | Add +8.7% | 900 | $258K |
| QSV Equity Investors LLC | 0.26% | Add +74.6% | 880 | $252K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -11.7% | 874 | $250K |
| Harbor Investment Advisory, LLC | 0.02% | Add +0.5% | 868 | $249K |
| Caxton Associates LLP | 0.01% | New | 865 | $248K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 864 | $248K |
| Savant Capital, LLC | 0.00% | Add +49.3% | 863 | $247K |
| HB Wealth Management, LLC | 0.00% | Reduce -16.4% | 859 | $246K |
| Atlas Legacy Advisors, LLC | 0.05% | Add +23.7% | 855 | $245K |
| Belpointe Asset Management LLC | 0.01% | Reduce -19.3% | 853 | $245K |
| CI Investments Inc. | 0.00% | Reduce -8.4% | 850 | $244K |
| D. E. Shaw & Co. | 0.00% | Reduce -10.6% | 846 | $242K |
| Forum Financial Management, LP | 0.00% | Add +28.6% | 845 | $242K |
| Natural Investments, LLC | 0.06% | Reduce -0.2% | 848 | $242K |
| Larson Financial Group LLC | 0.01% | Reduce -3.1% | 839 | $240K |
| Icon Wealth Advisors, LLC | 0.02% | Add +72.3% | 829 | $237K |
| Dock Street Asset Management Inc. | 0.02% | Reduce -19.7% | 820 | $235K |
| Quadrant Capital Group LLC | 0.01% | Reduce -45.3% | 808 | $231K |
| Legacy Financial Advisors, Inc. | 0.03% | Reduce -5.8% | 801 | $230K |
| S-Bank Fund Management Ltd | 0.03% | Reduce -1.3% | 791 | $227K |
| Westerkirk Capital Inc. | 0.03% | No change | 791 | $227K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +4.0% | 790 | $226K |
| Revisor Wealth Management LLC | 0.08% | Reduce -4.1% | 792 | $224K |
| Outlook Wealth Advisors, LLC | 0.06% | Reduce -11.1% | 780 | $223K |
| Bridgefront Capital, LLC | 0.07% | New | 777 | $223K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -21.4% | 777 | $223K |
| Burney Co./ | 0.01% | Reduce -38.9% | 776 | $222K |
| Aureus Asset Management, LLC | 0.01% | No change | 775 | $222K |
| Curated Wealth Partners LLC | 0.03% | Add +1.2% | 772 | $221K |
| Main Street Financial Solutions, LLC | 0.01% | Reduce -8.5% | 772 | $221K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -33.1% | 833 | $220K |
| Net Worth Advisory Group | 0.06% | New | 766 | $220K |
| Strategy Asset Managers LLC | 0.04% | Reduce -0.9% | 753 | $216K |
| MUFG Securities EMEA plc | 0.01% | Add +546.4% | 724 | $207K |
| Fullcircle Wealth LLC | 0.07% | Add +37.1% | 773 | $205K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -0.8% | 710 | $203K |
| Brady Family Wealth, LLC | 0.06% | Add +1.4% | 706 | $202K |
| Evergreen Capital Management LLC | 0.00% | New | 706 | $202K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.6% | 701 | $201K |
| Parsons Capital Management Inc. | 0.01% | No change | 700 | $201K |
| Diversified Enterprises, LLC | 0.01% | No change | 699 | $200K |
| Vestcor Inc | 0.01% | No change | 698 | $200K |
| IFP Advisors, Inc | 0.01% | Add +61.9% | 680 | $195K |
| Rowlandmiller & Partners.adv | 0.04% | No change | 670 | $192K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -40.5% | 650 | $186K |
| Exchange Traded Concepts, LLC | 0.00% | Add +72.3% | 641 | $184K |
| Amica Mutual Insurance Co. | 0.02% | New | 637 | $182K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 620 | $180K |
| GAMMA Investing LLC | 0.01% | Reduce -44.5% | 616 | $176K |
| Siemens Fonds Invest GmbH | 0.01% | Reduce -1.3% | 612 | $175K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.2% | 568 | $163K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.4% | 562 | $161K |
| Zions Bancorporation, National Association | 0.01% | Add +950.9% | 557 | $160K |
| iSAM Funds (UK) Ltd | 0.03% | Reduce -86.8% | 541 | $155K |
| Leonteq Securities AG | 0.01% | Add +49800.0% | 499 | $143K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.28% | Reduce -91.6% | 493 | $141K |
| Huntington National Bank | 0.00% | Add +45.6% | 466 | $133K |
| Delta Asset Management LLC | 0.01% | No change | 450 | $129K |
| Walleye Capital LLC | 0.00% | New | 446 | $128K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +266.1% | 443 | $126K |
| Estabrook Capital Management | 0.02% | No change | 425 | $122K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.9% | 419 | $120K |
| State of Wyoming | 0.01% | Add +4.5% | 417 | $119K |
| Hantz Financial Services, Inc. | 0.00% | Add +27.6% | 407 | $117K |
| Signaturefd, LLC | 0.00% | Add +10.6% | 395 | $113K |
| Curio Wealth, LLC | 0.05% | No change | 391 | $112K |
| Bessemer Group Inc. | 0.00% | Reduce -74.4% | 369 | $106K |
| FIL Ltd | 0.00% | No change | 369 | $106K |
| Creekmur Asset Management LLC | 0.02% | Reduce -41.5% | 367 | $105K |
| Caldwell Trust Co | 0.01% | No change | 357 | $102K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -1.1% | 346 | $99K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 337 | $96K |
| Principal Securities, Inc. | 0.00% | Add +10.7% | 322 | $92K |
| Versant Capital Management, Inc | 0.01% | No change | 312 | $89K |
| Globeflex Capital L P | 0.01% | No change | 309 | $89K |
| Ascentis Wealth Management, LLC | 0.02% | Add +129.8% | 301 | $86K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.2% | 286 | $82K |
| Mather Group, Llc. | 0.00% | New | 283 | $81K |
| Measured Wealth Private Client Group, LLC | 0.02% | New | 276 | $79K |
| SJS Investment Consulting Inc. | 0.01% | Add +9066.7% | 275 | $79K |
| MCF Advisors LLC | 0.00% | No change | 264 | $76K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 260 | $74K |
| Blue Trust, Inc. | 0.00% | Add +4.9% | 257 | $74K |
| Caitong International Asset Management Co., Ltd | 0.05% | Add +523.1% | 243 | $70K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -10.2% | 237 | $68K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.2% | 227 | $65K |
| Addison Advisors LLC | 0.01% | No change | 225 | $64K |
| ORG Partners LLC | 0.01% | Add +5.4% | 216 | $62K |
| Penserra Capital Management LLC | 0.00% | Add +1.0% | 210 | $59K |
| Swedbank AB | 0.00% | No change | 185 | $53K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.6% | 184 | $53K |
| Pilgrim Partners Asia Pte Ltd | 0.02% | — | 180 | $52K |
| Clean Yield Group | 0.01% | No change | 177 | $51K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -58.3% | 172 | $49K |
| Coastline Trust Co | 0.01% | No change | 170 | $49K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 162 | $46K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.8% | 162 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +14.5% | 158 | $45K |
| Private Trust Co. NA | 0.00% | Reduce -19.5% | 157 | $45K |
| Rossby Financial, LCC | 0.01% | Add +4.1% | 152 | $44K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -1.3% | 150 | $43K |
| Hilltop National Bank | 0.01% | No change | 150 | $43K |
| Lummis Asset Management, LP | 0.03% | No change | 140 | $40K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +178.0% | 139 | $40K |
| Assetmark, Inc. | 0.00% | Add +30.5% | 137 | $39K |
| 2UniFi Bank | 0.02% | Add +24.7% | 121 | $35K |
| Covestor Ltd | 0.02% | Add +53.4% | 112 | $33K |
| CVA Family Office, LLC | 0.00% | Reduce -5.0% | 115 | $33K |
| Allworth Financial LP | 0.00% | Reduce -13.7% | 113 | $32K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -2.7% | 109 | $32K |
| Trust Co | 0.00% | No change | 108 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.0% | 105 | $30K |
| Bokf, NA | 0.00% | Add +5100.0% | 104 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 103 | $30K |
| CYBER HORNET ETFs LLC | 0.02% | Add +1.0% | 102 | $29K |
| Sentry Investment Management LLC | 0.02% | Reduce -6.3% | 104 | $29K |
| Private Wealth Asset Management, LLC | 0.00% | Add +27.9% | 101 | $29K |
| Winnacle Wealth LLC | 0.02% | New | 98 | $28K |
| Generali Investments, Management Co LLC | 0.01% | No change | 95 | $27K |
| First Community Trust NA | 0.02% | No change | 93 | $27K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 91 | $26K |
| Clearstead Advisors, LLC | 0.00% | No change | 91 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 90 | $26K |
| First Horizon Corp. | 0.00% | — | 88 | $25K |
| DT Investment Partners, LLC | 0.00% | No change | 80 | $23K |
| Quent Capital, LLC | 0.00% | New | 78 | $22K |
| Hartford Financial Management Inc. | 0.01% | No change | 75 | $21K |
| Community Bank, N.A. | 0.00% | New | 74 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 70 | $20K |
| Spire Wealth Management | 0.00% | Add +3.0% | 68 | $19K |
| Motco | 0.00% | No change | 67 | $19K |
| Summit Securities Group LLC | 0.01% | Reduce -89.0% | 65 | $19K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 64 | $18K |
| Amica Retiree Medical Trust | 0.02% | New | 62 | $18K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 65 | $18K |
| Smithfield Trust Co | 0.00% | No change | 62 | $18K |
| Alpine Bank Wealth Management | 0.00% | Add +18.4% | 58 | $17K |
| UMB Bank, n.a. | 0.00% | Add +11.5% | 58 | $17K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -39.8% | 53 | $15K |
| Centerpoint Advisors, LLC | 0.00% | Add +29.3% | 53 | $15K |
| WPG Advisers, LLC | 0.01% | Reduce -35.0% | 52 | $15K |
| Cheviot Value Management, LLC | 0.00% | No change | 51 | $15K |
| First United Bank & Trust | 0.00% | No change | 50 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -9.6% | 47 | $13K |
| Colonial Trust Co / SC | 0.00% | Reduce -7.8% | 47 | $13K |
| Salomon & Ludwin, LLC | 0.00% | New | 46 | $13K |
| SouthState Bank Corp | 0.00% | Reduce -2.2% | 45 | $13K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 42 | $12K |
| GW&K Investment Management, LLC | 0.00% | Add +51.9% | 41 | $12K |
| TD Private Client Wealth LLC | 0.00% | Add +5.3% | 40 | $11K |
| Caitlin John, LLC | 0.01% | New | 39 | $11K |
| Raiffeisen Bank International AG | 0.00% | New | 35 | $10K |
| Crews Bank & Trust | 0.00% | Reduce -31.4% | 35 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 33 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 32 | $9K |
| Hemington Wealth Management | 0.00% | Reduce -44.8% | 32 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +47.6% | 31 | $9K |
| Key Financial Inc | 0.00% | No change | 30 | $9K |
| Johnson Financial Group, Inc. | 0.00% | Add +50.0% | 30 | $9K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 29 | $8K |
| Root Financial Partners, LLC | 0.00% | New | 29 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 29 | $8K |
| West Branch Capital LLC | 0.00% | No change | 28 | $8K |
| S&T Bank | 0.00% | No change | 27 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -77.8% | 26 | $7K |
| TD Capital Management LLC | 0.00% | No change | 25 | $7K |
| CX Institutional | 0.00% | Reduce -87.9% | 25 | $7K |
| Darwin Wealth Management, LLC | 0.00% | No change | 24 | $7K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 24 | $7K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 24 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 24 | $7K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -12.0% | 22 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -90.2% | 22 | $6K |
| Archer Investment Corp | 0.00% | No change | 21 | $6K |
| Horizon Financial Services, LLC | 0.00% | New | 21 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 18 | $5K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 18 | $5K |
| MV Capital Management, Inc. | 0.00% | Reduce -61.0% | 16 | $5K |
| Montag A & Associates Inc. | 0.00% | Add +100.0% | 16 | $5K |
| Harbour Investments, Inc. | 0.00% | Add +33.3% | 16 | $5K |
| Anchor Investment Management, LLC | 0.00% | Reduce -42.3% | 15 | $4K |
| Alerus Financial NA | 0.00% | No change | 15 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 14 | $4K |
| Keener Financial Planning LLC | 0.00% | No change | 17 | $4K |
| First PREMIER Bank | 0.00% | No change | 15 | $4K |
| Centennial Bank | 0.00% | No change | 13 | $4K |
| LRI Investments, LLC | 0.00% | No change | 11 | $3K |
| Pittenger & Anderson Inc. | 0.00% | New | 11 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 11 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1000.0% | 11 | $3K |
| Hanson & Doremus Investment Management | 0.00% | New | 12 | $3K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 10 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 10 | $3K |
| Aspect Partners, LLC | 0.00% | Add +66.7% | 10 | $3K |
| Country Trust Bank | 0.00% | Reduce -16.7% | 10 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +900.0% | 10 | $3K |
| GoalVest Advisory LLC | 0.00% | No change | 9 | $3K |
| Plato Investment Management Ltd | 0.00% | New | 9 | $3K |
| Millstone Evans Group, LLC | 0.00% | New | 8 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 8 | $2K |
| Howard Hughes Medical Institute | 0.00% | No change | 8 | $2K |
| Red Tortoise LLC | 0.00% | New | 8 | $2K |
| Sachetta, LLC | 0.00% | Add +100.0% | 8 | $2K |
| Park Place Capital Corp | 0.00% | Reduce -77.8% | 8 | $2K |
| Crewe Advisors LLC | 0.00% | New | 8 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +700.0% | 8 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $2K |
| NFSG Corp | 0.00% | No change | 7 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 7 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 7 | $2K |
| Essential Partners LLC | 0.00% | New | 7 | $2K |
| City State Bank | 0.00% | No change | 7 | $2K |
| Global Wealth Strategies & Associates | 0.00% | New | 6 | $2K |
| Burkett Financial Services, LLC | 0.00% | No change | 6 | $2K |
| Rakuten Securities, Inc. | 0.00% | Add +500.0% | 6 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 6 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +150.0% | 5 | $1K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -80.8% | 5 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Rothschild Investment LLC | 0.00% | Add +150.0% | 5 | $1K |
| Binnacle Investments Inc | 0.00% | No change | 4 | $1K |
| Granite FO LLC | 0.00% | No change | 4 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 4 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 6 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $860 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -50.0% | 3 | $860 |
| Highline Wealth Partners LLC | 0.00% | Reduce -25.0% | 3 | $859 |
| Sound Income Strategies, LLC | 0.00% | Reduce -88.9% | 2 | $575 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 2 | $573 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $573 |
| Rise Advisors, LLC | 0.00% | No change | 2 | $573 |
| Fortitude Family Office, LLC | 0.00% | Reduce -77.8% | 2 | $573 |
| Bare Financial Services, Inc | 0.00% | Add +100.0% | 2 | $573 |
| Wealthspire Advisors, LLC | 0.00% | New | 2 | $573 |
| Strengthening Families & Communities, LLC | 0.00% | New | 2 | $572 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $287 |
| Davis Capital Management | 0.00% | — | 1 | $286 |
| North Capital, Inc. | 0.00% | New | 1 | $286 |
| Texas Capital Bancshares Inc | 0.00% | New | 1 | $286 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $286 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $286 |
| Ancora Advisors LLC | 0.00% | Reduce -99.0% | 1 | $286 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1 | $286 |
| Dunhill Financial, LLC | 0.00% | Reduce -66.7% | 1 | $245 |
| Y.D. More Investments Ltd | 0.00% | Reduce -14.3% | 30 | $26 |
| Avion Wealth | 0.00% | New | 1 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 3 | $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.