Factset Research SystemsFDS
13F holders, Q4 2025 (December 31)797holders +24
132new positions
129sold out
11famous investors
$290.13avg. 13F price*
At the end of Q4 2025, 797 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, up 24 from Q3 2025. 132 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($879.8M) and Baron Capital (BAMCO) ($838.3M). 11 famous investors held it, including Ron Baron (2.3% of Baron Capital (BAMCO)'s portfolio), John W. Rogers Jr. (0.4% of Ariel Investments's portfolio) and Tom Gayner (0.3% of Markel Group's portfolio).
- Company
- Factset Research Systems Inc.
- Sector
- Technology
- CUSIP
- 303075105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 132 | $303.2M |
| Exits | 129 | $256.3M |
All 13F filers, Q3 2025 → Q4 2025: 6,596,503 shares bought and 7,675,899 shares sold, net −1,079,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 797 holders
| Vanguard Group Inc. | 0.02% | Reduce -9.7% | 4,455,010 | $1.3B |
| BlackRock, Inc. | 0.01% | Reduce -10.9% | 3,031,884 | $879.8M |
| Baron Capital (BAMCO) | 2.27% | Add +58.8% | 2,888,845 | $838.3M |
| State Street Corp. | 0.02% | Reduce -3.1% | 1,900,894 | $551.6M |
| Loomis Sayles & Co. L P | 0.52% | Reduce -2.5% | 1,495,160 | $433.9M |
| Ninety One UK Ltd | 0.74% | Reduce -1.0% | 1,194,976 | $346.8M |
| Wells Fargo & Company | 0.07% | Reduce -10.6% | 1,192,872 | $346.2M |
| Morgan Stanley | 0.02% | Reduce -48.3% | 1,120,740 | $325.2M |
| Geode Capital Management, LLC | 0.02% | Reduce -4.1% | 1,058,434 | $306.6M |
| Citadel Advisors | 0.17% | Add +69.0% | 868,466 | $252.0M |
| Invesco Ltd. | 0.02% | Reduce -9.7% | 716,486 | $207.9M |
| AQR Capital Management | 0.11% | Add +4547.4% | 705,062 | $204.6M |
| Bank of America Corp. | 0.01% | Add +10.1% | 630,693 | $183.0M |
| Bank of Montreal | 0.07% | Add +1843.9% | 597,723 | $173.5M |
| Marshall Wace, LLP | 0.16% | Add +490.7% | 581,409 | $168.7M |
| ProShare Advisors LLC | 0.29% | Add +36.8% | 559,500 | $162.4M |
| Norges Bank | 0.02% | — | 522,045 | $151.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +69.5% | 455,480 | $132.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.5% | 424,355 | $123.1M |
| PineStone Asset Management Inc. | 0.74% | Reduce -1.6% | 412,864 | $119.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +23.9% | 364,599 | $105.8M |
| Champlain Investment Partners, LLC | 1.01% | Add +15.6% | 343,281 | $99.6M |
| Northern Trust Corp. | 0.01% | Reduce -19.8% | 322,408 | $93.6M |
| Bank of New York Mellon Corp | 0.02% | Add +22.2% | 318,219 | $92.3M |
| Boston Trust Walden Corp | 0.61% | Reduce -3.5% | 280,259 | $81.3M |
| Fiera Capital Corp | 0.25% | Reduce -3.1% | 271,525 | $78.8M |
| Two Sigma Investments, LP | 0.11% | Reduce -14.1% | 240,278 | $69.7M |
| Shapiro Capital Management LLC | 3.65% | New | 237,867 | $69.0M |
| First Trust Advisors LP | 0.05% | Add +37.8% | 221,011 | $64.1M |
| UBS Group AG | 0.01% | Reduce -10.0% | 190,655 | $55.3M |
| McDonald Capital Investors Inc. | 3.31% | Add +87.9% | 185,744 | $53.9M |
| Vest Financial, LLC | 0.63% | Add +30.8% | 170,147 | $49.4M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +676.7% | 169,102 | $49.1M |
| Legal & General Group Plc | 0.01% | Reduce -42.9% | 165,386 | $48.0M |
| Gotham Asset Management | 0.17% | Add +583.8% | 163,482 | $47.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.12% | Add +1891.5% | 163,187 | $47.4M |
| Jane Street Group, LLC | 0.06% | Add +116.5% | 160,807 | $46.7M |
| Royal London Asset Management Ltd. | 0.10% | Add +7.2% | 159,340 | $46.2M |
| Barclays PLC | 0.02% | Reduce -44.1% | 152,253 | $44.2M |
| Deutsche Bank AG | 0.01% | Reduce -18.3% | 146,549 | $42.5M |
| Everett Harris & Co. | 0.51% | Add +0.8% | 145,384 | $42.2M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +497.1% | 137,860 | $40.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -51.0% | 137,652 | $39.9M |
| American Capital Management Inc. | 1.73% | Reduce -13.1% | 134,951 | $39.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 133,543 | $38.8M |
| Nomura Asset Management Co. Ltd. | 0.09% | Add +21.3% | 126,411 | $36.7M |
| Ariel Investments | 0.39% | New | 125,439 | $36.4M |
| Millennium Management | 0.03% | Reduce -5.6% | 124,386 | $36.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -13.5% | 123,811 | $35.9M |
| Markel Group | 0.28% | Add +4.4% | 121,873 | $35.4M |
| Alliancebernstein L.P. | 0.01% | Add +192.0% | 112,867 | $32.8M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 111,033 | $32.2M |
| Nuveen, LLC | 0.01% | Add +11.0% | 110,104 | $32.0M |
| Regents of the University of California | 1.07% | New | 103,764 | $30.1M |
| Amundi | 0.01% | Reduce -21.1% | 95,857 | $27.8M |
| Capital Fund Management S.A. | 0.25% | Add +130.6% | 91,079 | $26.4M |
| Sone Capital Management, LLC | 2.14% | Reduce -4.6% | 90,740 | $26.3M |
| Ninety One North America, Inc. | 1.01% | Add +1.8% | 86,179 | $25.0M |
| California Public Employees Retirement System | 0.01% | Reduce -30.9% | 84,405 | $24.5M |
| Interval Partners, LP | 0.56% | Add +203.8% | 82,680 | $24.0M |
| Copeland Capital Management, LLC | 0.53% | Add +13.7% | 82,277 | $23.9M |
| Natixis Advisors, LLC | 0.03% | Reduce -5.0% | 81,644 | $23.7M |
| Rhumbline Advisers | 0.02% | Reduce -5.7% | 80,394 | $23.3M |
| Two Sigma Advisers, LP | 0.04% | Add +260.1% | 79,582 | $23.1M |
| Heron Bay Capital Management | 4.37% | Add +42.5% | 78,915 | $22.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -62.6% | 77,381 | $22.5M |
| Sei Investments Co. | 0.02% | Reduce -35.9% | 76,399 | $22.2M |
| Swiss National Bank | 0.01% | New | 74,520 | $21.6M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -61.5% | 73,114 | $21.2M |
| FMR LLC | 0.00% | Add +104.3% | 72,844 | $21.1M |
| HSBC Holdings PLC | 0.01% | Reduce -70.0% | 68,785 | $20.0M |
| Schonfeld Strategic Advisors LLC | 0.10% | Add +7007.1% | 67,589 | $19.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -18.2% | 59,589 | $17.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -34.2% | 59,460 | $17.3M |
| HRT Financial LP | 0.05% | New | 58,075 | $16.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -93.2% | 58,425 | $16.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.2% | 55,632 | $16.1M |
| LPL Financial LLC | 0.00% | Reduce -36.1% | 55,256 | $16.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -46.7% | 55,120 | $16.0M |
| Earnest Partners LLC | 0.06% | Reduce -12.5% | 51,598 | $15.0M |
| Saybrook Capital | 3.71% | Reduce -5.6% | 51,407 | $14.9M |
| Ieq Capital, LLC | 0.04% | New | 50,802 | $14.7M |
| Distillate Capital Partners LLC | 0.75% | Add +1.0% | 50,280 | $14.6M |
| Susquehanna International Group, LLP | 0.02% | Reduce -11.9% | 45,136 | $13.1M |
| Balyasny Asset Management L.P. | 0.03% | New | 44,712 | $13.0M |
| Stifel Financial Corp. | 0.01% | Add +6.8% | 43,938 | $12.8M |
| Man Group plc | 0.02% | Add +69.6% | 43,790 | $12.7M |
| Running Oak Capital LLC | 1.58% | Add +5.0% | 43,414 | $12.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.8% | 43,072 | $12.5M |
| Investment House LLC | 0.58% | Add +311.5% | 42,393 | $12.3M |
| Van Eck Associates Corp. | 0.01% | Add +178.9% | 41,622 | $12.1M |
| State of Michigan Retirement System | 0.06% | Reduce -2.5% | 39,235 | $11.4M |
| Squarepoint Ops LLC | 0.02% | Reduce -70.3% | 38,115 | $11.1M |
| Mariner, LLC | 0.01% | Add +213.9% | 37,800 | $11.0M |
| Quantinno Capital Management LP | 0.02% | Add +166.8% | 35,893 | $10.4M |
| California State Teachers Retirement System | 0.01% | Reduce -38.6% | 35,768 | $10.4M |
| New York State Teachers Retirement System | 0.02% | Add +3.0% | 34,410 | $10.0M |
| Taproot Management LP | 1.61% | — | 34,144 | $9.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +683.9% | 33,094 | $9.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -6.6% | 32,480 | $9.4M |
| Citigroup Inc. | 0.01% | Reduce -45.2% | 31,685 | $9.2M |
| Financial Strategies Group, Inc. | 1.66% | Add +4.5% | 31,271 | $9.2M |
| Mattern Capital Management, LLC | 1.04% | Add +48.8% | 30,391 | $8.8M |
| Creative Planning | 0.01% | Add +323.5% | 29,521 | $8.6M |
| Franklin Resources Inc. | 0.00% | Add +0.7% | 29,472 | $8.6M |
| XTX Topco Ltd | 0.22% | Add +1449.5% | 28,728 | $8.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -71.8% | 28,401 | $8.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -19.7% | 28,340 | $8.2M |
| Point72 Asset Management | 0.01% | New | 27,942 | $8.1M |
| Kingsview Wealth Management, LLC | 0.12% | Add +1178.3% | 27,765 | $8.1M |
| Aberdeen Group plc | 0.01% | Reduce -20.6% | 27,709 | $8.0M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -74.4% | 27,455 | $8.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.4% | 26,892 | $7.8M |
| Cwm, LLC | 0.02% | Add +1736.0% | 26,641 | $7.7M |
| Cerity Partners LLC | 0.01% | Add +351.5% | 26,398 | $7.7M |
| National Bank of Canada | 0.01% | Add +51.8% | 26,303 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Add +16.5% | 26,164 | $7.6M |
| AdvisorShares Investments LLC | 1.20% | Add +69.2% | 24,823 | $7.2M |
| Canoe Financial LP | 0.10% | No change | 24,755 | $7.2M |
| GHP Investment Advisors, Inc. | 0.29% | Add +3.7% | 24,534 | $7.1M |
| New York State Common Retirement Fund | 0.01% | No change | 23,927 | $6.9M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -9.8% | 23,800 | $6.9M |
| &partners | 0.04% | Reduce -13.1% | 23,535 | $6.8M |
| Willis Investment Counsel | 0.34% | Add +11.4% | 23,002 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -70.7% | 21,950 | $6.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +243.6% | 20,903 | $6.1M |
| Pathstone Holdings, LLC | 0.02% | Add +195.4% | 20,975 | $6.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -50.9% | 20,897 | $6.1M |
| SG Americas Securities, LLC | 0.01% | Add +334.4% | 20,828 | $6.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +5.7% | 20,760 | $6.0M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Add +4.3% | 20,514 | $6.0M |
| Wendell David Associates Inc. | 0.58% | Reduce -18.6% | 19,526 | $5.7M |
| Truist Financial Corp. | 0.01% | Reduce -13.3% | 19,249 | $5.6M |
| Yousif Capital Management, LLC | 0.06% | Reduce -0.7% | 19,916 | $5.5M |
| Algert Global LLC | 0.08% | New | 18,530 | $5.4M |
| Bath Savings Trust Co | 0.53% | Reduce -34.4% | 18,243 | $5.3M |
| Janus Henderson Group PLC | 0.00% | Add +336.6% | 18,198 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.6% | 18,019 | $5.2M |
| WINTON GROUP Ltd | 0.18% | New | 17,931 | $5.2M |
| Kinsale Capital Group, Inc. | 0.86% | New | 17,749 | $5.2M |
| Prudential Financial Inc. | 0.01% | Reduce -15.8% | 17,624 | $5.1M |
| Woodbridge Co Ltd | 0.01% | New | 17,617 | $5.1M |
| L. Roy Papp & Associates, LLP | 0.56% | Reduce -1.8% | 17,574 | $5.1M |
| ExodusPoint Capital Management, LP | 0.06% | Reduce -63.2% | 17,254 | $5.0M |
| Voya Investment Management LLC | 0.01% | Reduce -10.0% | 16,997 | $4.9M |
| Marks Group Wealth Management, Inc | 0.45% | Reduce -45.9% | 16,298 | $4.7M |
| APG Asset Management N.V. | 0.01% | Reduce -28.5% | 18,800 | $4.6M |
| Quadrature Capital Ltd | 0.05% | New | 15,938 | $4.6M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -6.0% | 15,836 | $4.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -8.1% | 15,688 | $4.6M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 9,755 | $4.5M |
| Moran Wealth Management, LLC | 0.14% | New | 15,363 | $4.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -26.8% | 15,330 | $4.5M |
| Hendershot Investments Inc. | 0.56% | Reduce -8.6% | 15,243 | $4.4M |
| Monimus Capital Management, LP | 2.86% | New | 14,933 | $4.3M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -3.1% | 14,114 | $4.1M |
| Kennedy Capital Management LLC | 0.09% | Add +18.7% | 13,875 | $4.0M |
| Bannerstone Capital Management, LLC | 3.82% | — | 13,729 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.8% | 13,494 | $3.9M |
| Nisa Investment Advisors, LLC | 0.01% | Add +20.4% | 13,447 | $3.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.0% | 13,027 | $3.8M |
| Nutshell Asset Management Ltd | 1.34% | New | 13,000 | $3.8M |
| Trexquant Investment LP | 0.03% | Reduce -86.8% | 12,884 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -18.8% | 12,876 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.4% | 12,692 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +304.4% | 12,570 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +97.6% | 12,279 | $3.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -10.2% | 12,015 | $3.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -31.6% | 12,014 | $3.5M |
| Jensen Investment Management Inc. | 0.05% | No change | 11,810 | $3.4M |
| Handelsbanken Fonder AB | 0.01% | Reduce -11.8% | 11,691 | $3.4M |
| Birch Capital Management, LLC | 1.68% | Add +37.7% | 11,604 | $3.4M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -9.1% | 11,428 | $3.3M |
| Toronto Dominion Bank | 0.01% | Reduce -38.6% | 11,235 | $3.3M |
| American Century Companies Inc. | 0.00% | Reduce -1.1% | 11,069 | $3.2M |
| Magnetar Financial LLC | 0.03% | New | 10,694 | $3.1M |
| Arizona State Retirement System | 0.02% | Reduce -6.9% | 10,539 | $3.1M |
| Bridgewater Associates | 0.01% | Add +38.2% | 10,274 | $3.0M |
| Czech National Bank | 0.02% | Add +2.9% | 9,877 | $2.9M |
| JLB & Associates Inc. | 0.38% | Reduce -9.9% | 9,630 | $2.8M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -4.2% | 10,347 | $2.8M |
| Public Sector Pension Investment Board | 0.01% | Add +17.1% | 9,543 | $2.8M |
| Strong Tower Advisory Services | 0.49% | Add +9.2% | 9,511 | $2.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.2% | 9,096 | $2.6M |
| Somerset Trust Co | 0.80% | Add +2.8% | 9,036 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.1% | 10,245 | $2.6M |
| US Bancorp \de | 0.00% | Add +0.7% | 8,841 | $2.6M |
| Comerica Bank | 0.01% | Reduce -26.1% | 8,813 | $2.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -52.0% | 8,712 | $2.5M |
| AIMZ Investment Advisors, LLC | 0.72% | New | 8,675 | $2.5M |
| Nuance Investments, LLC | 0.27% | Reduce -9.9% | 8,596 | $2.5M |
| Credit Agricole S A | 0.01% | Add +140.7% | 8,567 | $2.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -42.3% | 8,522 | $2.5M |
| Banco Santander, S.A. | 0.02% | Reduce -39.7% | 8,471 | $2.5M |
| New York Life Investment Management LLC | 0.02% | Add +65.2% | 8,468 | $2.5M |
| CIBC Asset Management Inc | 0.01% | Reduce -49.0% | 8,346 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -35.8% | 8,280 | $2.4M |
| Element Squared LLC | 1.29% | New | 8,189 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -5.8% | 8,174 | $2.4M |
| Cibc World Market Inc. | 0.00% | Add +548.7% | 8,122 | $2.4M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.2% | 7,967 | $2.3M |
| Eukles Asset Management | 0.89% | Reduce -1.8% | 7,923 | $2.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -82.4% | 7,918 | $2.3M |
| Atria Investments, Inc | 0.03% | Reduce -41.0% | 7,759 | $2.3M |
| Gateway Investment Advisers LLC | 0.02% | Reduce -50.0% | 7,539 | $2.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -88.7% | 7,510 | $2.2M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 0.46% | New | 7,500 | $2.2M |
| Regal Investment Advisors LLC | 0.13% | New | 7,481 | $2.2M |
| Parr McKnight Wealth Management Group, LLC | 0.28% | Reduce -32.9% | 7,452 | $2.2M |
| Hendley & Co. Inc. | 0.77% | New | 7,450 | $2.2M |
| Linden Thomas Advisory Services, LLC | 0.22% | Reduce -6.3% | 7,339 | $2.1M |
| Quantbot Technologies LP | 0.07% | New | 7,332 | $2.1M |
| Twin Tree Management, LP | 0.22% | New | 7,275 | $2.1M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -59.2% | 7,087 | $2.1M |
| Entropy Technologies, LP | 0.11% | Reduce -19.9% | 7,133 | $2.1M |
| Amalgamated Bank | 0.01% | Reduce -6.9% | 7,103 | $2.1M |
| Brown Advisory Inc. | 0.00% | Reduce -16.3% | 7,080 | $2.1M |
| Coastal Bridge Advisors, LLC | 0.15% | Reduce -3.8% | 7,020 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -23.4% | 6,966 | $2.0M |
| Waverly Advisors, LLC | 0.02% | Add +86.5% | 6,929 | $2.0M |
| Aurora Investment Counsel | 1.05% | New | 6,867 | $2.0M |
| Ticino Wealth | 0.72% | — | 6,705 | $1.9M |
| Evoke Wealth, LLC | 0.04% | Add +9.3% | 6,673 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +318.9% | 6,657 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +96.5% | 6,561 | $1.9M |
| TD Asset Management Inc | 0.00% | Reduce -72.3% | 6,455 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +52.1% | 6,367 | $1.8M |
| Nicholson Wealth Management Group, LLC | 1.08% | Add +41.6% | 6,325 | $1.8M |
| New Age Alpha Advisors, LLC | 0.08% | Add +128.9% | 6,319 | $1.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -79.8% | 6,251 | $1.8M |
| Utah Retirement Systems | 0.02% | No change | 6,217 | $1.8M |
| Naples Global Advisors, LLC | 0.13% | Reduce -8.6% | 6,131 | $1.8M |
| SummitTX Capital, L.P. | 0.05% | Add +53.0% | 6,061 | $1.8M |
| Taylor Frigon Capital Management LLC | 0.88% | Add +74.8% | 6,022 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -7.6% | 6,013 | $1.7M |
| Catalyst Funds Management Pty Ltd | 0.40% | New | 6,012 | $1.7M |
| Bright Rock Capital Management, LLC | 0.34% | No change | 6,000 | $1.7M |
| Quadrant Capital Group LLC | 0.05% | Add +637.6% | 5,960 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.7% | 5,927 | $1.7M |
| Verition Fund Management LLC | 0.01% | Add +20.4% | 5,903 | $1.7M |
| Palisade Asset Management, LLC | 0.17% | Add +80.3% | 5,870 | $1.7M |
| Tidal Investments LLC | 0.01% | Reduce -29.4% | 5,849 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -50.5% | 5,835 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +4.6% | 5,818 | $1.7M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -46.6% | 5,711 | $1.7M |
| Woodline Partners LP | 0.01% | Add +14.1% | 5,700 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +6.5% | 5,683 | $1.6M |
| Third View Private Wealth, LLC | 0.22% | — | 5,641 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -34.9% | 5,615 | $1.6M |
| Core Alternative Capital | 0.45% | Reduce -29.4% | 5,592 | $1.6M |
| Argo Wealth Advisory, LLC | 0.97% | — | 5,589 | $1.6M |
| Summit Trail Advisors, LLC | 0.03% | Add +6.6% | 5,562 | $1.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 5,520 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.6% | 5,392 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +3.8% | 5,363 | $1.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.07% | Reduce -3.9% | 5,291 | $1.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -99.5% | 5,079 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.1% | 5,047 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +7.5% | 5,112 | $1.5M |
| Callan Family Office, LLC | 0.03% | Reduce -40.2% | 4,935 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 4,919 | $1.4M |
| Marathon Trading Investment Management LLC | 0.17% | New | 4,911 | $1.4M |
| Alberta Investment Management Corp | 0.01% | Reduce -63.7% | 4,900 | $1.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | — | 4,840 | $1.4M |
| ICW Investment Advisors LLC | 0.51% | Reduce -7.1% | 4,838 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +32.9% | 4,609 | $1.3M |
| Sterling Capital Management LLC | 0.02% | Reduce -2.7% | 4,571 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +31.4% | 4,546 | $1.3M |
| Lafayette Investments, Inc. | 0.25% | Add +38.1% | 4,475 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -12.4% | 4,468 | $1.3M |
| Prana Capital Management, LP | 0.05% | Add +53.3% | 4,401 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 4,304 | $1.2M |
| Fox Run Management, L.L.C. | 0.19% | New | 4,246 | $1.2M |
| Commerce Bank | 0.01% | Reduce -62.9% | 4,207 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Add +396.7% | 4,202 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +120.8% | 4,197 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -61.4% | 4,122 | $1.2M |
| Evolve Private Wealth, LLC | 0.07% | — | 4,096 | $1.2M |
| Brevan Howard Capital Management LP | 0.02% | New | 4,078 | $1.2M |
| Cascades Capital Asset Management, LLC | 0.50% | Reduce -6.8% | 4,041 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.9% | 4,022 | $1.2M |
| Aurora Investment Managers, LLC. | 0.65% | Add +0.9% | 3,928 | $1.1M |
| Cibc World Markets Corp. | 0.01% | — | 3,911 | $1.1M |
| Capital Insight Partners, LLC | 0.24% | Reduce -32.0% | 3,904 | $1.1M |
| Holocene Advisors, LP | 0.00% | New | 3,875 | $1.1M |
| Guggenheim Capital LLC | 0.01% | New | 3,871 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +34.3% | 3,872 | $1.1M |
| Krilogy Financial LLC | 0.04% | Add +180.1% | 3,922 | $1.1M |
| Bank of Nova Scotia | 0.00% | Reduce -17.6% | 3,838 | $1.1M |
| Kensington Investment Counsel, LLC | 0.45% | Reduce -33.5% | 3,834 | $1.1M |
| LMR Partners LLP | 0.01% | New | 3,781 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +96.4% | 3,769 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -32.2% | 3,763 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -36.7% | 3,755 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,750 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +101.9% | 3,721 | $1.1M |
| Stiles Financial Services Inc | 0.33% | Reduce -17.8% | 3,703 | $1.1M |
| Azzad Asset Management Inc. | 0.10% | Reduce -5.6% | 3,689 | $1.1M |
| Journey Retirement Planning & Investment Management LLC | 0.22% | — | 3,648 | $1.1M |
| Xponance LLC | 0.01% | Reduce -43.8% | 3,637 | $1.1M |
| Tudor Investment Corporation | 0.01% | Reduce -94.3% | 3,576 | $1.0M |
| Qsemble Capital Management, LP | 0.09% | Add +28.9% | 3,560 | $1.0M |
| Sepio Capital, LP | 0.06% | Reduce -15.1% | 3,552 | $1.0M |
| Integrated Investment Consultants, LLC | 0.20% | Add +33.8% | 3,548 | $1.0M |
| Engineers Gate Manager LP | 0.01% | Reduce -56.9% | 3,540 | $1.0M |
| Global X Japan Co., Ltd. | 0.08% | Add +95.4% | 3,501 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Add +12.6% | 3,486 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Reduce -30.1% | 3,464 | $1.0M |
| Diversified Trust Co. | 0.02% | Add +58.4% | 3,431 | $996K |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -76.3% | 3,341 | $980K |
| Mackenzie Financial Corp. | 0.00% | Reduce -25.9% | 3,334 | $970K |
| Pacific Point Advisors, LLC | 0.51% | Add +1.8% | 3,311 | $961K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -10.7% | 3,227 | $940K |
| KBC Group NV | 0.00% | Reduce -35.4% | 3,215 | $933K |
| Blair William & Co. | 0.00% | Add +51.1% | 3,210 | $931K |
| JGP Wealth Management, LLC | 0.09% | Reduce -79.0% | 3,136 | $910K |
| Bessemer Group Inc. | 0.00% | Add +741.5% | 3,105 | $901K |
| Sivia Capital Partners, LLC | 0.18% | New | 3,064 | $889K |
| Morningstar Investment Management LLC | 0.05% | Reduce -0.1% | 3,065 | $889K |
| Integrated Wealth Concepts LLC | 0.01% | Add +74.9% | 3,035 | $881K |
| Eads & Heald Wealth Management | 0.42% | Reduce -7.4% | 3,022 | $877K |
| Glenmede Trust Co. NA | 0.00% | — | 3,008 | $873K |
| GoalVest Advisory LLC | 0.17% | Add +33233.3% | 3,000 | $871K |
| MML Investors Services, LLC | 0.00% | Add +19.4% | 2,999 | $870K |
| Ethic Inc. | 0.01% | Add +73.3% | 2,993 | $869K |
| Oxford Asset Management LLP | 0.31% | Add +53.1% | 2,987 | $867K |
| Intech Investment Management LLC | 0.01% | Reduce -80.5% | 2,986 | $867K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -69.7% | 2,966 | $861K |
| Spinnaker Trust | 0.05% | No change | 2,922 | $848K |
| Venturi Wealth Management, LLC | 0.04% | Add +7.0% | 2,912 | $845K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 2,892 | $839K |
| Arkadios Wealth Advisors | 0.02% | Add +0.1% | 2,885 | $837K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -59.4% | 2,879 | $835K |
| Essential Partners LLC | 0.25% | Add +40542.9% | 2,845 | $826K |
| United Capital Financial Advisors, LLC | 0.01% | Add +75.8% | 2,828 | $821K |
| Tobam | 0.20% | New | 2,823 | $819K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.1% | 2,804 | $814K |
| Pilgrim Partners Asia Pte Ltd | 0.39% | Add +1455.6% | 2,800 | $813K |
| Kesler, Norman & Wride, LLC | 0.13% | Reduce -15.1% | 2,712 | $787K |
| HB Wealth Management, LLC | 0.01% | Add +214.0% | 2,697 | $783K |
| Logan Capital Management Inc. | 0.03% | Reduce -1.8% | 2,694 | $782K |
| Radnor Capital Management, LLC | 0.11% | Add +8.9% | 2,625 | $762K |
| Mizuho Securities USA LLC | 0.01% | Reduce -1.0% | 2,727 | $756K |
| Benjamin Edwards Inc. | 0.01% | Add +10.3% | 2,593 | $752K |
| Knollwood Investment Advisory, LLC | 0.07% | No change | 2,550 | $740K |
| Harbor Capital Advisors, Inc. | 0.06% | Add +13.3% | 2,530 | $734K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.7% | 2,526 | $733K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -6.1% | 2,514 | $730K |
| D.B. Root & Company, LLC | 0.18% | Reduce -1.7% | 2,505 | $727K |
| Henshaw Capital LLC | 0.03% | Add +0.4% | 2,504 | $727K |
| Amiral Gestion | 0.27% | No change | 2,500 | $725K |
| Bridgefront Capital, LLC | 0.18% | Add +213.1% | 2,433 | $706K |
| Jones Financial Companies LLLP | 0.00% | Add +1.7% | 2,413 | $700K |
| Connable Office Inc. | 0.06% | No change | 2,390 | $694K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -1.8% | 2,292 | $665K |
| FourThought Financial Partners, LLC | 0.06% | Add +18.8% | 2,260 | $656K |
| Fieldview Capital Management, LLC | 0.11% | New | 2,259 | $656K |
| Manchester Capital Management LLC | 0.09% | Add +12.5% | 2,248 | $652K |
| Drucker Wealth 3.0, LLC | 0.11% | New | 2,239 | $650K |
| Mitchell & Pahl Private Wealth, LLC | 0.27% | Add +3.5% | 2,231 | $647K |
| Wealthfront Advisers LLC | 0.00% | Reduce -66.2% | 2,231 | $647K |
| Sage Private Wealth Group, LLC | 0.35% | Add +4.6% | 2,220 | $644K |
| Pallas Capital Advisors LLC | 0.02% | New | 2,204 | $640K |
| Trail Ridge Investment Advisors, LLC | 0.27% | No change | 2,200 | $638K |
| Curi Capital, LLC | 0.01% | New | 2,188 | $635K |
| Hartford Investment Management Co. | 0.02% | Reduce -1.5% | 2,182 | $633K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +108.5% | 2,175 | $631K |
| Prospera Financial Services Inc | 0.01% | Reduce -14.0% | 2,146 | $624K |
| Empirical Asset Management, LLC | 0.17% | New | 2,110 | $612K |
| Seelaus Asset Management LLC | 0.47% | New | 2,010 | $583K |
| Investment Management Corp of Ontario | 0.01% | Reduce -47.5% | 2,009 | $583K |
| Coldstream Capital Management Inc. | 0.01% | Add +79.5% | 2,003 | $581K |
| GAMMA Investing LLC | 0.03% | Add +224.0% | 1,996 | $579K |
| Norinchukin Bank, The | 0.01% | Add +2.2% | 1,996 | $579K |
| denkapparat Operations GmbH | 0.31% | Add +73.3% | 1,990 | $577K |
| Milestone Asset Management Group, LLC | 0.32% | Add +3.1% | 1,980 | $575K |
| Caerus Investment Advisors, LLC | 0.19% | New | 1,973 | $573K |
| Total Wealth Planning & Management, Inc. | 0.45% | — | 1,959 | $568K |
| Argent Capital Management LLC | 0.02% | No change | 1,955 | $567K |
| Guardian Wealth Advisors, LLC | 0.32% | Add +8.2% | 1,951 | $566K |
| AlphaQuest LLC | 0.03% | Reduce -39.2% | 1,951 | $566K |
| Kintegral Advisory, LLC | 0.05% | Reduce -2.7% | 1,947 | $565K |
| Allstate Corp. | 0.01% | Add +43.3% | 1,922 | $558K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.2% | 1,907 | $553K |
| SkyView Investment Advisors, LLC | 0.07% | Add +2.5% | 1,907 | $553K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -5.0% | 1,900 | $551K |
| Dean Investment Associates, LLC | 0.08% | Reduce -33.6% | 1,879 | $545K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,873 | $544K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -88.4% | 1,843 | $541K |
| Scientech Research LLC | 0.34% | New | 1,858 | $539K |
| Apollon Wealth Management, LLC | 0.01% | Add +110.9% | 1,843 | $535K |
| Chicago Capital, LLC | 0.01% | Add +75.4% | 1,791 | $520K |
| iSAM Funds (UK) Ltd | 0.19% | Add +228.1% | 1,775 | $515K |
| Perigon Wealth Management, LLC | 0.01% | New | 1,774 | $515K |
| Independent Advisor Alliance | 0.01% | Add +38.4% | 1,774 | $515K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,781 | $510K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.8% | 1,742 | $505K |
| CI Investments Inc. | 0.00% | Add +104.7% | 1,740 | $505K |
| Ahara Advisors LLC | 0.45% | — | 1,710 | $496K |
| New Mexico Educational Retirement Board | 0.01% | No change | 1,700 | $493K |
| BDFS Capital LLC | 0.25% | — | 1,697 | $492K |
| Cynosure Group, LLC | 0.05% | New | 1,673 | $485K |
| Advisory Alpha, LLC | 0.01% | Add +38.9% | 1,672 | $485K |
| Rothschild Investment LLC | 0.03% | Add +33220.0% | 1,666 | $483K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -30.0% | 1,662 | $482K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 1,654 | $480K |
| Alpha Family Trust | 0.22% | New | 1,640 | $476K |
| Walleye Capital LLC | 0.00% | Add +267.7% | 1,640 | $476K |
| NewEdge Wealth, LLC | 0.01% | Reduce -70.4% | 1,638 | $475K |
| Brooklyn Investment Group | 0.02% | New | 1,605 | $471K |
| DAVENPORT & Co LLC | 0.00% | Reduce -20.4% | 1,616 | $469K |
| Macquarie Group Ltd. | 0.00% | Reduce -39.3% | 1,606 | $466K |
| Portside Wealth Group, LLC | 0.06% | Reduce -36.0% | 1,600 | $464K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,615 | $463K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +5.9% | 1,588 | $461K |
| Cresset Asset Management, LLC | 0.00% | Add +66.2% | 1,584 | $460K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +899.4% | 1,579 | $458K |
| AE Wealth Management LLC | 0.00% | New | 1,570 | $456K |
| Absher Wealth Management, LLC | 0.05% | Add +54.5% | 1,570 | $456K |
| Stephens Inc. | 0.01% | Reduce -75.1% | 1,568 | $455K |
| Procyon Advisors, LLC | 0.02% | Reduce -8.7% | 1,547 | $449K |
| Ballentine Partners, LLC | 0.01% | Add +52.7% | 1,547 | $449K |
| Harrell Investment Partners, LLC | 0.11% | Reduce -9.3% | 1,542 | $447K |
| MUFG Securities EMEA plc | 0.01% | Add +112.2% | 1,536 | $446K |
| Composition Wealth, LLC | 0.01% | Add +31.9% | 1,510 | $438K |
| Anchor Capital Advisors LLC | 0.01% | No change | 1,500 | $435K |
| Savvy Advisors, Inc. | 0.01% | New | 1,491 | $433K |
| SlateStone Wealth, LLC | 0.04% | Add +1.4% | 1,485 | $431K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -94.6% | 1,480 | $429K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.1% | 1,443 | $419K |
| MAI Capital Management | 0.00% | Reduce -53.9% | 1,433 | $416K |
| Graham Capital Management, L.P. | 0.02% | Add +1.9% | 1,412 | $410K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -59.8% | 1,410 | $409K |
| Aviva PLC | 0.00% | Reduce -95.3% | 1,407 | $408K |
| Lido Advisors, LLC | 0.00% | Add +16.9% | 1,408 | $404K |
| National Wealth Management Group, LLC | 0.14% | New | 1,388 | $403K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -40.7% | 1,380 | $401K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -24.3% | 1,340 | $389K |
| Panagora Asset Management Inc. | 0.00% | Reduce -39.7% | 1,336 | $388K |
| Vontobel Holding Ltd. | 0.00% | Add +20.2% | 1,331 | $386K |
| Transcend Capital Advisors, LLC | 0.03% | New | 1,317 | $382K |
| North Dakota State Investment Board | 0.01% | — | 1,306 | $379K |
| Allworth Financial LP | 0.00% | Add +1046.9% | 1,296 | $376K |
| Tandem Investment Advisors, Inc. | 0.01% | Reduce -99.1% | 1,283 | $372K |
| Waddell & Associates, LLC | 0.03% | New | 1,280 | $371K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | Add +820.1% | 1,279 | $371K |
| Savant Capital, LLC | 0.00% | Add +48.0% | 1,277 | $371K |
| Dividend Assets Capital, LLC | 0.07% | Reduce -1.2% | 1,270 | $369K |
| Clearstead Advisors, LLC | 0.00% | Add +1287.9% | 1,263 | $367K |
| Alhambra Investment Management LLC | 0.17% | Add +7.2% | 1,259 | $365K |
| Capital Investment Services of America, Inc. | 0.03% | No change | 1,250 | $363K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +3.6% | 1,245 | $361K |
| V-Square Quantitative Management LLC | 0.04% | New | 1,244 | $361K |
| Andina Capital Management, LLC | 0.22% | Add +4.2% | 1,236 | $359K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -72.9% | 1,216 | $353K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 1,215 | $353K |
| Parallel Advisors, LLC | 0.01% | Add +322.0% | 1,207 | $350K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Reduce -0.6% | 1,198 | $348K |
| Moore Capital Management, LP | 0.01% | New | 1,189 | $345K |
| Amica Mutual Insurance Co. | 0.03% | Add +86.2% | 1,186 | $344K |
| Ofi Invest Asset Management | 0.00% | New | 1,185 | $344K |
| Private Advisor Group, LLC | 0.00% | Reduce -22.7% | 1,185 | $344K |
| Caitlin John, LLC | 0.22% | Add +2928.2% | 1,181 | $343K |
| Vident Advisory, LLC | 0.00% | Add +0.9% | 1,178 | $342K |
| Vise Technologies, Inc. | 0.01% | New | 1,178 | $342K |
| Summit Financial, LLC | 0.01% | Reduce -9.6% | 1,175 | $341K |
| Baker Tilly Wealth Management, LLC | 0.08% | Add +1.6% | 1,172 | $340K |
| Nomura Holdings Inc. | 0.00% | Reduce -96.3% | 1,171 | $340K |
| Whittier Trust Co. | 0.00% | Reduce -67.9% | 1,155 | $338K |
| Applied Finance Capital Management, LLC | 0.02% | Add +18.5% | 1,155 | $335K |
| DRW Securities, LLC | 0.03% | Reduce -61.3% | 1,151 | $334K |
| Pinnacle Associates Ltd. | 0.00% | New | 1,150 | $334K |
| Larson Financial Group LLC | 0.01% | Add +37.0% | 1,149 | $333K |
| NEOS Investment Management LLC | 0.00% | Add +4.9% | 1,143 | $332K |
| Greenleaf Trust | 0.00% | Reduce -70.4% | 1,134 | $329K |
| Legacy Financial Advisors, Inc. | 0.05% | Add +41.2% | 1,131 | $328K |
| Nilsine Partners, LLC | 0.03% | Add +1.7% | 1,123 | $326K |
| South Dakota Investment Council | 0.01% | Add +17.9% | 1,120 | $325K |
| Avior Wealth Management, LLC | 0.01% | Add +0.8% | 1,118 | $324K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +4.3% | 1,117 | $324K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -74.9% | 1,110 | $322K |
| IFP Advisors, Inc | 0.01% | Add +62.5% | 1,105 | $321K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,103 | $320K |
| Daymark Wealth Partners, LLC | 0.01% | Add +18.0% | 1,082 | $314K |
| Evergreen Capital Management LLC | 0.01% | Add +51.7% | 1,071 | $311K |
| Cerro Pacific Wealth Advisors LLC | 0.08% | Reduce -23.8% | 1,071 | $311K |
| Horizon Investments, LLC | 0.00% | Add +1.1% | 1,069 | $310K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -78.3% | 1,069 | $310K |
| Ninety One SA (Pty) Ltd | 0.01% | No change | 1,068 | $310K |
| Signaturefd, LLC | 0.00% | Add +170.4% | 1,068 | $310K |
| Ashton Thomas Securities, LLC | 0.06% | Add +5.8% | 1,061 | $308K |
| Storebrand Asset Management As | 0.00% | Reduce -87.7% | 1,048 | $304K |
| Midway Capital Research & Management | 0.30% | — | 1,047 | $304K |
| Winthrop Capital Management, LLC | 0.07% | New | 1,043 | $303K |
| Farther Finance Advisors, LLC | 0.00% | Add +84.5% | 1,037 | $301K |
| KFG Wealth Management, LLC | 0.04% | Reduce -15.8% | 1,032 | $300K |
| LMCG Investments, LLC | 0.02% | No change | 1,032 | $299K |
| Securian Asset Management, Inc. | 0.01% | Reduce -42.9% | 1,021 | $296K |
| CSS LLC | 0.05% | New | 1,020 | $296K |
| DNB Asset Management AS | 0.00% | Reduce -85.3% | 1,015 | $295K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 1,012 | $294K |
| QSV Equity Investors LLC | 0.43% | Add +14.9% | 1,011 | $293K |
| Mufg Securities Americas Inc. | 0.02% | Reduce -1.1% | 1,009 | $293K |
| Numerai GP LLC | 0.04% | Reduce -43.4% | 1,007 | $292K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -6.2% | 998 | $290K |
| Dakota Wealth Management | 0.01% | New | 994 | $288K |
| Profit Investment Management, LLC | 1.16% | Reduce -37.2% | 992 | $288K |
| Quantum Private Wealth, LLC | 0.08% | Reduce -18.2% | 983 | $285K |
| Silver Lake Advisory, LLC | 0.11% | No change | 981 | $285K |
| Verity & Verity, LLC | 0.02% | Reduce -19.0% | 974 | $283K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | Add +97.4% | 973 | $282K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -95.4% | 971 | $282K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -57.8% | 968 | $281K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -27.0% | 966 | $280K |
| Caxton Associates LLP | 0.01% | Add +11.2% | 962 | $279K |
| Fiduciary Trust Co | 0.00% | New | 961 | $279K |
| Empirical Finance, LLC | 0.01% | Reduce -3.5% | 960 | $279K |
| Marex Group Ltd | 0.00% | New | 955 | $277K |
| Wincap Financial LLC | 0.19% | New | 953 | $277K |
| First Financial Bank - Trust Division | 0.02% | Reduce -1.1% | 943 | $274K |
| West Bancorporation Inc. | 0.14% | No change | 932 | $270K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -11.9% | 926 | $269K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 922 | $268K |
| Certuity, LLC | 0.02% | Reduce -2.6% | 914 | $265K |
| Parcion Private Wealth LLC | 0.02% | New | 904 | $262K |
| STRS Ohio | 0.00% | Reduce -1.2% | 897 | $260K |
| Kera Capital Partners, Inc. | 0.03% | New | 1,023 | $260K |
| Malaga Cove Capital, LLC | 0.09% | New | 894 | $259K |
| HM Payson & Co. | 0.00% | Reduce -7.8% | 891 | $259K |
| Belpointe Asset Management LLC | 0.01% | Add +4.0% | 887 | $258K |
| 111 Capital | 0.06% | Reduce -3.5% | 887 | $257K |
| Icon Wealth Advisors, LLC | 0.02% | Add +6.9% | 886 | $257K |
| Aptus Capital Advisors, LLC | 0.00% | New | 880 | $255K |
| Wedmont Private Capital | 0.01% | New | 858 | $251K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 864 | $251K |
| Keeler Thomas Management LLC | 0.12% | Reduce -69.2% | 862 | $250K |
| Natural Investments, LLC | 0.06% | Add +1.8% | 863 | $250K |
| National Philanthropic Trust | 0.00% | Reduce -8.8% | 857 | $249K |
| QRG Capital Management, Inc. | 0.00% | Reduce -5.3% | 855 | $248K |
| Gen-Wealth Partners Inc | 0.08% | Reduce -75.3% | 853 | $247K |
| Alliance Wealth Advisors, LLC | 0.05% | Reduce -41.8% | 846 | $246K |
| Hurlow Wealth Management Group, Inc. | 0.06% | Reduce -12.9% | 827 | $240K |
| EP Wealth Advisors, LLC | 0.00% | — | 824 | $239K |
| Canada Post Corp Registered Pension Plan | 0.01% | Add +32.3% | 820 | $238K |
| Valeo Financial Advisors, LLC | 0.01% | New | 812 | $236K |
| GTS Securities LLC | 0.01% | New | 811 | $235K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -12.8% | 810 | $235K |
| Patton Fund Management, Inc. | 0.03% | New | 808 | $234K |
| Metis Global Partners, LLC | 0.01% | Reduce -74.9% | 801 | $232K |
| Rothschild Wealth LLC | 0.02% | New | 797 | $231K |
| Outlook Wealth Advisors, LLC | 0.05% | Add +1.4% | 791 | $229K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 790 | $229K |
| Roberts Glore & Co. Inc. | 0.06% | Reduce -12.6% | 788 | $229K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -52.0% | 788 | $229K |
| Mattern Wealth Management LLC | 0.04% | Reduce -19.3% | 788 | $229K |
| Revisor Wealth Management LLC | 0.06% | Reduce -1.0% | 784 | $227K |
| Burney Co./ | 0.01% | No change | 776 | $225K |
| Aureus Asset Management, LLC | 0.01% | No change | 775 | $225K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -1.2% | 768 | $223K |
| Angeles Wealth Management, LLC | 0.01% | New | 756 | $219K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | New | 750 | $218K |
| Net Worth Advisory Group | 0.04% | Reduce -2.5% | 747 | $217K |
| Keybank National Association | 0.00% | New | 747 | $217K |
| Danske Bank A/S | 0.00% | Reduce -96.6% | 740 | $215K |
| Provident Investment Management, Inc. | 0.02% | Reduce -25.3% | 739 | $214K |
| Mirabella Financial Services LLP | 0.02% | New | 738 | $214K |
| Tiaa Trust, National Association | 0.00% | New | 737 | $214K |
| Marathon Capital Management | 0.05% | New | 730 | $212K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +12.3% | 730 | $212K |
| Apella Capital, LLC | 0.00% | New | 729 | $212K |
| ING Groep NV | 0.00% | New | 729 | $212K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -32.8% | 714 | $209K |
| Citizens Financial Group Inc. | 0.00% | New | 719 | $209K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -68.3% | 717 | $208K |
| Diversified Enterprises, LLC | 0.01% | Add +2.1% | 714 | $207K |
| Ascent Group, LLC | 0.01% | New | 714 | $207K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 707 | $205K |
| Prelude Capital Management, LLC | 0.02% | New | 706 | $205K |
| Integrated Quantitative Investments LLC | 0.04% | New | 700 | $203K |
| Parsons Capital Management Inc. | 0.01% | No change | 700 | $203K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -19.5% | 699 | $203K |
| Brady Family Wealth, LLC | 0.06% | Reduce -1.4% | 696 | $202K |
| Sovran Advisors, LLC | 0.02% | New | 694 | $201K |
| Ascentis Wealth Management, LLC | 0.05% | Add +118.9% | 659 | $191K |
| Bullock Wealth Management Group | 0.09% | — | 642 | $186K |
| Leonteq Securities AG | 0.01% | Add +28.5% | 641 | $186K |
| Exchange Traded Concepts, LLC | 0.00% | No change | 641 | $186K |
| Natixis | 0.00% | Reduce -89.6% | 632 | $183K |
| Grove Bank & Trust | 0.02% | New | 625 | $181K |
| Tema ETFs LLC | 0.01% | New | 619 | $180K |
| Basecamp Wealth Advisors LLC | 0.04% | — | 616 | $179K |
| CoreCap Advisors, LLC | 0.01% | Reduce -34.7% | 602 | $175K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.1% | 580 | $168K |
| Rowlandmiller & Partners.adv | 0.03% | Reduce -18.7% | 545 | $158K |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0.25% | — | 538 | $156K |
| Hantz Financial Services, Inc. | 0.00% | Add +29.0% | 525 | $152K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | New | 509 | $148K |
| Global Retirement Partners, LLC | 0.00% | Add +18.6% | 497 | $144K |
| Covestor Ltd | 0.07% | Add +311.6% | 461 | $134K |
| Delta Asset Management LLC | 0.01% | No change | 450 | $131K |
| Aquatic Capital Management LLC | 0.00% | New | 435 | $126K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -2.9% | 430 | $124K |
| Estabrook Capital Management | 0.02% | No change | 425 | $123K |
| Assetmark, Inc. | 0.00% | Add +196.3% | 406 | $118K |
| True Wealth Design, LLC | 0.03% | New | 398 | $115K |
| SJS Investment Consulting Inc. | 0.01% | Add +37.5% | 378 | $110K |
| Huntington National Bank | 0.00% | Reduce -21.7% | 365 | $106K |
| Caldwell Trust Co | 0.01% | No change | 357 | $104K |
| Wexford Capital LP | 0.03% | New | 342 | $99K |
| Versant Capital Management, Inc | 0.01% | Add +2.9% | 321 | $93K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1313.6% | 311 | $90K |
| Te Ahumairangi Investment Management Ltd | 0.02% | New | 290 | $84K |
| CVA Family Office, LLC | 0.01% | Add +150.4% | 288 | $84K |
| CX Institutional | 0.00% | Add +1028.0% | 282 | $82K |
| Measured Wealth Private Client Group, LLC | 0.02% | No change | 276 | $80K |
| UMB Bank, n.a. | 0.00% | Add +363.8% | 269 | $78K |
| MCF Advisors LLC | 0.00% | No change | 264 | $77K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +148.6% | 261 | $76K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 260 | $75K |
| ORG Partners LLC | 0.01% | Add +12.5% | 243 | $70K |
| Evolution Wealth Management Inc. | 0.06% | New | 240 | $70K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 237 | $69K |
| Arax Advisory Partners | 0.00% | Reduce -91.5% | 229 | $66K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.4% | 228 | $66K |
| Addison Advisors LLC | 0.01% | No change | 225 | $65K |
| Blue Trust, Inc. | 0.00% | Reduce -14.4% | 220 | $64K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | Reduce -98.9% | 218 | $63K |
| Wellington Grp LLC | 0.02% | — | 214 | $62K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -0.5% | 183 | $53K |
| Clean Yield Group | 0.01% | No change | 177 | $51K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 172 | $50K |
| Coastline Trust Co | 0.00% | No change | 170 | $49K |
| TD Private Client Wealth LLC | 0.00% | Add +317.5% | 167 | $48K |
| Group One Trading LLC | 0.00% | New | 166 | $48K |
| Los Angeles Capital Management LLC | 0.00% | New | 179 | $48K |
| Montag A & Associates Inc. | 0.00% | Add +918.8% | 163 | $47K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.2% | 160 | $46K |
| Rossby Financial, LCC | 0.01% | Add +2.6% | 156 | $45K |
| Hilltop National Bank | 0.01% | No change | 150 | $44K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -5.3% | 142 | $41K |
| Lummis Asset Management, LP | 0.03% | No change | 140 | $41K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -60.4% | 137 | $40K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -20.4% | 129 | $37K |
| Elyxium Wealth, LLC | 0.01% | New | 122 | $35K |
| Board of the Pension Protection Fund | 0.03% | New | 120 | $35K |
| CYBER HORNET ETFs LLC | 0.02% | Add +8.8% | 111 | $32K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 109 | $32K |
| Navalign, LLC | 0.01% | New | 109 | $32K |
| Trust Co | 0.00% | No change | 108 | $31K |
| Zions Bancorporation, National Association | 0.00% | Reduce -81.0% | 106 | $31K |
| Sentry Investment Management LLC | 0.02% | No change | 104 | $30K |
| Field & Main Bank | 0.01% | New | 100 | $29K |
| Winnacle Wealth LLC | 0.02% | Add +1.0% | 99 | $29K |
| First Horizon Corp. | 0.00% | Add +10.2% | 97 | $28K |
| Generali Investments, Management Co LLC | 0.01% | No change | 95 | $28K |
| Bogart Wealth, LLC | 0.00% | Add +4.4% | 94 | $27K |
| First Community Trust NA | 0.02% | No change | 93 | $27K |
| Siemens Fonds Invest GmbH | 0.00% | Reduce -85.0% | 92 | $27K |
| WPG Advisers, LLC | 0.02% | Add +76.9% | 92 | $27K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 91 | $26K |
| Cromwell Holdings LLC | 0.01% | New | 89 | $26K |
| Quent Capital, LLC | 0.00% | Add +7.7% | 84 | $24K |
| DT Investment Partners, LLC | 0.00% | No change | 80 | $23K |
| SageView Advisory Group, LLC | 0.00% | New | 80 | $23K |
| CENTRAL TRUST Co | 0.00% | Reduce -24.3% | 78 | $23K |
| Hartford Financial Management Inc. | 0.01% | No change | 75 | $22K |
| Community Bank, N.A. | 0.00% | No change | 74 | $21K |
| Smithfield Trust Co | 0.00% | Add +19.4% | 74 | $21K |
| Private Trust Co. NA | 0.00% | Reduce -54.1% | 72 | $21K |
| Optiver Holding B.V. | 0.00% | New | 71 | $21K |
| PenderFund Capital Management Ltd. | 0.01% | New | 70 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 70 | $20K |
| Motco | 0.00% | No change | 67 | $19K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 64 | $18K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -37.6% | 63 | $18K |
| Centerpoint Advisors, LLC | 0.01% | Add +17.0% | 62 | $18K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 65 | $18K |
| Ancora Advisors LLC | 0.00% | Add +5900.0% | 60 | $17K |
| Colonial Trust Co / SC | 0.00% | Add +25.5% | 59 | $17K |
| GW&K Investment Management, LLC | 0.00% | Add +39.0% | 57 | $17K |
| Bayban | 0.01% | — | 58 | $17K |
| 2UniFi Bank | 0.01% | Reduce -52.9% | 57 | $17K |
| Summit Securities Group LLC | 0.00% | Reduce -13.8% | 56 | $16K |
| SouthState Bank Corp | 0.00% | Add +24.4% | 56 | $16K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 55 | $16K |
| MV Capital Management, Inc. | 0.00% | Add +237.5% | 54 | $16K |
| DV Equities, LLC | 0.00% | — | 53 | $15K |
| First United Bank & Trust | 0.00% | No change | 50 | $15K |
| Korea Investment CORP | 0.00% | Reduce -99.5% | 50 | $15K |
| Johnson Financial Group, Inc. | 0.00% | Add +63.3% | 49 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -56.0% | 48 | $14K |
| Cheviot Value Management, LLC | 0.00% | No change | 51 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 47 | $14K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -13.2% | 46 | $13K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 42 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | New | 41 | $12K |
| Activest Wealth Management | 0.00% | Add +0.0% | 40 | $12K |
| Oakworth Capital, Inc. | 0.00% | New | 40 | $12K |
| Spire Wealth Management | 0.00% | Reduce -44.1% | 38 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +620.0% | 36 | $10K |
| Crews Bank & Trust | 0.00% | No change | 35 | $10K |
| Lodestone Wealth Management LLC | 0.00% | New | 33 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 33 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 32 | $9K |
| Dogwood Wealth Management LLC | 0.00% | Add +540.0% | 32 | $9K |
| Key Financial Inc | 0.00% | No change | 30 | $9K |
| Guinness Atkinson Asset Management Inc | 0.00% | New | 29 | $9K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 29 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 29 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -12.9% | 27 | $8K |
| S&T Bank | 0.00% | No change | 27 | $8K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 16 | $7K |
| TD Capital Management LLC | 0.00% | No change | 25 | $7K |
| Darwin Wealth Management, LLC | 0.00% | No change | 24 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 24 | $7K |
| Turning Point Benefit Group, Inc. | 0.00% | Reduce -8.3% | 22 | $6K |
| Ransom Advisory, Ltd | 0.00% | New | 22 | $6K |
| Ankerstar Wealth, LLC | 0.01% | — | 21 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +31.3% | 21 | $6K |
| Altshuler Shaham Ltd | 0.00% | New | 21 | $6K |
| Avion Wealth | 0.00% | Add +2100.0% | 22 | $6K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 20 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +110.0% | 21 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 18 | $5K |
| Align Financial, LLC | 0.00% | — | 5,223 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -30.8% | 18 | $5K |
| Root Financial Partners, LLC | 0.00% | Reduce -41.4% | 17 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 17 | $5K |
| Sound Income Strategies, LLC | 0.00% | Add +700.0% | 16 | $5K |
| Sachetta, LLC | 0.00% | Add +100.0% | 16 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +100.0% | 16 | $5K |
| Signature Equity Partners, LLC | 0.00% | — | 15 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 15 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 15 | $4K |
| Alerus Financial NA | 0.00% | No change | 15 | $4K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 14 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 14 | $4K |
| First PREMIER Bank | 0.00% | No change | 15 | $4K |
| Horizon Financial Services, LLC | 0.00% | Reduce -38.1% | 13 | $4K |
| Centennial Bank | 0.00% | No change | 13 | $4K |
| Old Second National Bank of Aurora | 0.00% | New | 13 | $4K |
| LRI Investments, LLC | 0.00% | No change | 11 | $3K |
| Pittenger & Anderson Inc. | 0.00% | No change | 11 | $3K |
| City State Bank | 0.00% | Add +57.1% | 11 | $3K |
| J.Safra Asset Management Corp | 0.00% | New | 11 | $3K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -76.1% | 11 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 10 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -94.9% | 12 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 10 | $3K |
| SHP Wealth Management | 0.00% | — | 10 | $3K |
| Country Trust Bank | 0.00% | No change | 10 | $3K |
| Plato Investment Management Ltd | 0.00% | No change | 9 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -18.2% | 9 | $3K |
| Cornerstone Financial Management LLC | 0.00% | — | 9 | $3K |
| Financial Consulate, Inc. | 0.00% | New | 9 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 8 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 8 | $2K |
| Howard Hughes Medical Institute | 0.00% | No change | 8 | $2K |
| Kilter Group LLC | 0.00% | New | 8 | $2K |
| Park Place Capital Corp | 0.00% | No change | 8 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 8 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 8 | $2K |
| NFSG Corp | 0.00% | No change | 7 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 7 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.1% | 7 | $2K |
| Valley National Advisers Inc. | 0.00% | Add +33.3% | 8 | $2K |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -50.0% | 5 | $2K |
| Burkett Financial Services, LLC | 0.00% | No change | 6 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 6 | $2K |
| Monetary Solutions, Ltd | 0.00% | — | 6 | $2K |
| Wealth Watch Advisors, INC | 0.00% | Reduce -14.3% | 6 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 6 | $2K |
| Wolff Wiese Magana LLC | 0.00% | Add +66.7% | 5 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -16.7% | 5 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +150.0% | 5 | $1K |
| Triumph Capital Management | 0.00% | New | 5 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | — | 5 | $1K |
| Granite FO LLC | 0.00% | No change | 4 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 4 | $1K |
| Clayton Financial Group LLC | 0.00% | New | 3 | $871 |
| Nvwm, LLC | 0.00% | New | 3 | $871 |
| Highline Wealth Partners LLC | 0.00% | No change | 3 | $871 |
| Bell Investment Advisors, Inc | 0.00% | No change | 3 | $871 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -81.8% | 2 | $722 |
| Breakwater Investment Management | 0.00% | New | 2 | $581 |
| Marquette Asset Management, LLC | 0.00% | New | 2 | $581 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $580 |
| North Star Investment Management Corp. | 0.00% | New | 2 | $580 |
| Investors Portfolio Services LLC | 0.00% | — | 2 | $485 |
| Dunhill Financial, LLC | 0.00% | Add +100.0% | 2 | $453 |
| Quaker Wealth Management, LLC | 0.00% | New | 1 | $291 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -83.3% | 1 | $291 |
| Ares Financial Consulting, LLC | 0.00% | — | 1 | $290 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $290 |
| Y.D. More Investments Ltd | 0.00% | Reduce -10.0% | 27 | $25 |
| Penserra Capital Management LLC | 0.00% | Reduce -98.6% | 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.