Factset Research SystemsFDS
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 725 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, down 72 from Q4 2025. 91 opened new positions and 161 sold out. The largest holders were Baron Capital (BAMCO) ($815.1M), BlackRock, Inc. ($613.2M) and Vanguard Capital Management LLC ($522.6M). 9 famous investors held it, including Ron Baron (2.5% of Baron Capital (BAMCO)'s portfolio), Stephen Yacktman (0.7% of Yacktman Asset Management's portfolio) and John W. Rogers Jr. (0.5% of Ariel Investments's portfolio).
- Company
- Factset Research Systems Inc.
- Sector
- Technology
- CUSIP
- 303075105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $274.9M |
| Exits | 161 | $240.9M |
All 13F filers, Q4 2025 → Q1 2026: 6,075,176 shares bought and 4,169,036 shares sold, net +1,906,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| Baron Capital (BAMCO) | 2.46% | Add +30.0% | 3,756,587 | $815.1M |
| BlackRock, Inc. | 0.01% | Reduce -6.8% | 2,825,823 | $613.2M |
| Vanguard Capital Management LLC | 0.01% | — | 2,408,636 | $522.6M |
| State Street Corp. | 0.01% | Reduce -0.1% | 1,898,401 | $411.9M |
| Vanguard Portfolio Management LLC | 0.02% | — | 1,806,692 | $392.0M |
| Loomis Sayles & Co. L P | 0.43% | Reduce -1.1% | 1,478,028 | $320.7M |
| Ninety One UK Ltd | 0.60% | Add +0.0% | 1,194,996 | $259.3M |
| Geode Capital Management, LLC | 0.02% | Add +7.9% | 1,142,335 | $247.5M |
| Invesco Ltd. | 0.02% | Add +49.6% | 1,071,663 | $232.5M |
| Morgan Stanley | 0.01% | Reduce -6.3% | 1,050,320 | $227.9M |
| Bank of America Corp. | 0.01% | Add +33.6% | 842,715 | $182.9M |
| Marshall Wace, LLP | 0.19% | Add +36.0% | 790,829 | $171.6M |
| Wells Fargo & Company | 0.03% | Reduce -41.9% | 693,231 | $150.4M |
| ProShare Advisors LLC | 0.19% | Add +6.5% | 596,002 | $129.3M |
| Bank of Montreal | 0.05% | Reduce -5.1% | 567,466 | $123.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +19.2% | 542,823 | $117.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +11.5% | 473,130 | $102.7M |
| PineStone Asset Management Inc. | 0.59% | Reduce -6.1% | 387,784 | $84.1M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +123.5% | 377,926 | $82.0M |
| UBS Group AG | 0.01% | Add +90.8% | 363,815 | $78.9M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.5% | 362,642 | $78.7M |
| Northern Trust Corp. | 0.01% | Add +7.7% | 347,168 | $75.3M |
| Two Sigma Investments, LP | 0.06% | Add +43.5% | 344,889 | $74.8M |
| Shapiro Capital Management LLC | 4.48% | Add +39.0% | 330,541 | $71.7M |
| AQR Capital Management | 0.03% | Reduce -56.4% | 307,542 | $66.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.6% | 294,091 | $63.8M |
| Equity Investment Corp. | 1.22% | New | 287,617 | $62.4M |
| Gotham Asset Management | 0.18% | Add +67.2% | 273,279 | $59.3M |
| Fiera Capital Corp | 0.20% | Reduce -1.8% | 266,521 | $57.8M |
| Citadel Advisors | 0.04% | Reduce -70.2% | 258,995 | $56.2M |
| Boston Trust Walden Corp | 0.46% | Reduce -8.7% | 255,804 | $55.5M |
| State of Michigan Retirement System | 0.28% | Add +523.2% | 244,523 | $53.1M |
| Heron Bay Capital Management | 4.59% | Add +190.6% | 229,302 | $49.8M |
| Regents of the University of California | 1.63% | Add +118.2% | 226,375 | $49.1M |
| Yacktman Asset Management | 0.65% | New | 225,874 | $49.0M |
| Ariel Investments | 0.55% | Add +79.4% | 225,047 | $48.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 209,520 | $45.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Add +25.4% | 204,596 | $44.4M |
| Deutsche Bank AG | 0.01% | Add +34.6% | 197,314 | $42.8M |
| Royal Bank of Canada | 0.01% | Add +71.1% | 190,015 | $41.2M |
| McDonald Capital Investors Inc. | 2.79% | Add +1.3% | 188,141 | $40.8M |
| Ranmore Fund Management Ltd | 5.33% | New | 185,991 | $40.4M |
| Vest Financial, LLC | 0.47% | Add +7.1% | 182,256 | $39.5M |
| Voloridge Investment Management, LLC | 0.14% | Add +117.9% | 159,347 | $34.6M |
| Royal London Asset Management Ltd. | 0.07% | Reduce -3.4% | 153,964 | $33.4M |
| Everett Harris & Co. | 0.43% | Add +5.1% | 152,737 | $33.1M |
| Raymond James Financial Inc. | 0.01% | Add +22.8% | 152,029 | $33.0M |
| HRT Financial LP | 0.08% | Add +152.5% | 146,652 | $31.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.0% | 137,688 | $29.9M |
| Markel Group | 0.25% | Add +11.1% | 135,376 | $29.4M |
| Los Angeles Capital Management LLC | 0.12% | Add +75458.7% | 135,250 | $29.3M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +6.9% | 135,083 | $29.3M |
| Nuveen, LLC | 0.01% | Add +19.1% | 131,105 | $28.4M |
| Barclays PLC | 0.01% | Reduce -15.2% | 129,150 | $28.0M |
| HighTower Advisors, LLC | 0.03% | Add +441.3% | 118,815 | $25.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.9% | 123,052 | $25.2M |
| FMR LLC | 0.00% | Add +52.3% | 110,923 | $24.1M |
| Amundi | 0.01% | Reduce -2.8% | 93,216 | $20.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +53.5% | 91,292 | $19.8M |
| HSBC Holdings PLC | 0.01% | Add +30.5% | 89,781 | $19.3M |
| Ninety One North America, Inc. | 0.86% | Add +2.0% | 87,903 | $19.1M |
| Man Group plc | 0.04% | Add +99.0% | 87,147 | $18.9M |
| Rhumbline Advisers | 0.02% | Add +7.3% | 86,227 | $18.7M |
| BNP Paribas Financial Markets | 0.01% | Add +9.3% | 84,545 | $18.3M |
| Natixis Advisors, LLC | 0.02% | Reduce -0.0% | 81,639 | $17.7M |
| Vanguard Global Advisers, LLC | 0.01% | — | 78,946 | $17.1M |
| Legal & General Group Plc | 0.00% | Reduce -53.2% | 77,426 | $16.8M |
| GW&K Investment Management, LLC | 0.14% | Add +131201.8% | 74,842 | $16.2M |
| Sei Investments Co. | 0.01% | Reduce -3.1% | 73,999 | $16.1M |
| California Public Employees Retirement System | 0.01% | Reduce -12.8% | 73,610 | $16.0M |
| Swiss National Bank | 0.01% | Reduce -1.6% | 73,360 | $15.9M |
| Distillate Capital Partners LLC | 0.83% | Add +44.9% | 72,849 | $15.8M |
| SG Americas Securities, LLC | 0.02% | Add +240.5% | 70,920 | $15.4M |
| Quantinno Capital Management LP | 0.02% | Add +86.5% | 66,953 | $14.5M |
| Ameriprise Financial Inc. | 0.00% | Add +21.4% | 66,943 | $14.5M |
| Sone Capital Management, LLC | 1.21% | Reduce -26.6% | 66,652 | $14.5M |
| Royce & Associates LP | 0.14% | New | 65,139 | $14.1M |
| Susquehanna International Group, LLP | 0.02% | Add +41.2% | 63,730 | $13.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +5.0% | 62,575 | $13.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.7% | 58,856 | $12.8M |
| Millennium Management | 0.01% | Reduce -53.0% | 58,443 | $12.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -62.2% | 42,619 | $12.4M |
| Financial Strategies Group, Inc. | 2.00% | Add +70.0% | 53,173 | $12.0M |
| Investment House LLC | 0.62% | Add +29.2% | 54,789 | $11.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.6% | 54,767 | $11.9M |
| LPL Financial LLC | 0.00% | Reduce -2.7% | 53,780 | $11.7M |
| Running Oak Capital LLC | 1.56% | Add +22.6% | 53,212 | $11.5M |
| Monimus Capital Management, LP | 3.16% | Add +251.5% | 52,492 | $11.4M |
| Westwood Holdings Group Inc. | 0.08% | New | 52,450 | $11.4M |
| First Trust Advisors LP | 0.01% | Reduce -78.1% | 48,457 | $10.5M |
| Saybrook Capital | 2.82% | Reduce -6.0% | 48,299 | $10.5M |
| Jane Street Group, LLC | 0.01% | Reduce -70.1% | 48,133 | $10.4M |
| Capital Fund Management S.A. | 0.09% | Reduce -47.4% | 47,916 | $10.4M |
| Mattern Capital Management, LLC | 1.21% | Add +53.7% | 46,708 | $10.1M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 45,208 | $9.8M |
| Principal Financial Group Inc. | 0.01% | Add +5.0% | 45,209 | $9.8M |
| Squarepoint Ops LLC | 0.02% | Add +14.8% | 43,776 | $9.5M |
| Systematic Financial Management LP | 0.22% | New | 43,489 | $9.4M |
| American Capital Management Inc. | 0.50% | Reduce -68.1% | 43,008 | $9.3M |
| Willis Investment Counsel | 0.51% | Add +86.2% | 42,824 | $9.3M |
| Capital Management Corp. | 1.59% | New | 42,781 | $9.3M |
| California State Teachers Retirement System | 0.01% | Add +19.0% | 42,573 | $9.2M |
| Earnest Partners LLC | 0.04% | Reduce -19.1% | 41,739 | $9.1M |
| Huntleigh Advisors, Inc. | 1.52% | New | 40,957 | $8.9M |
| Citigroup Inc. | 0.01% | Add +23.2% | 39,032 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +82.8% | 38,193 | $8.3M |
| Nomura Holdings Inc. | 0.07% | Add +3151.4% | 38,074 | $8.3M |
| Van Eck Associates Corp. | 0.01% | Reduce -13.6% | 35,966 | $7.8M |
| Banyan Capital Management, Inc. | 3.26% | New | 34,827 | $7.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 34,533 | $7.5M |
| Creative Planning | 0.01% | Add +16.9% | 34,516 | $7.5M |
| New York State Teachers Retirement System | 0.02% | No change | 34,410 | $7.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.0% | 32,155 | $7.0M |
| Moran Wealth Management, LLC | 0.21% | Add +106.4% | 31,705 | $6.9M |
| Baker Avenue Asset Management, LP | 0.15% | New | 30,782 | $6.7M |
| Kingsview Wealth Management, LLC | 0.09% | Add +8.7% | 30,190 | $6.6M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 29,931 | $6.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.2% | 29,108 | $6.3M |
| Canada Pension Plan Investment Board | 0.00% | New | 28,140 | $6.1M |
| State of Wisconsin Investment Board | 0.01% | Add +4.0% | 27,214 | $5.9M |
| GHP Investment Advisors, Inc. | 0.24% | Add +10.9% | 27,210 | $5.9M |
| Trexquant Investment LP | 0.04% | Add +110.1% | 27,071 | $5.9M |
| Pathstone Holdings, LLC | 0.02% | Add +27.9% | 26,818 | $5.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -80.5% | 26,809 | $5.8M |
| Mariner, LLC | 0.01% | Reduce -31.1% | 26,053 | $5.7M |
| Compass Rose Asset Management, LP | 4.68% | New | 25,000 | $5.4M |
| Marks Group Wealth Management, Inc | 0.50% | Add +46.8% | 23,924 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +13.0% | 23,464 | $5.1M |
| Hendershot Investments Inc. | 0.67% | Add +50.1% | 22,884 | $5.0M |
| Yousif Capital Management, LLC | 0.06% | Add +13.7% | 22,651 | $4.9M |
| AdvisorShares Investments LLC | 0.90% | Reduce -8.8% | 22,638 | $4.9M |
| Caxton Associates LLP | 0.11% | Add +2252.0% | 22,626 | $4.9M |
| Kinsale Capital Group, Inc. | 0.78% | Add +26.3% | 22,418 | $4.9M |
| Algert Global LLC | 0.07% | Add +19.3% | 22,110 | $4.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -8.4% | 21,927 | $4.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -23.2% | 21,773 | $4.7M |
| Interval Partners, LP | 0.16% | Reduce -74.0% | 21,522 | $4.7M |
| &partners | 0.02% | Reduce -11.1% | 20,921 | $4.5M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 20,295 | $4.4M |
| Canoe Financial LP | 0.06% | Reduce -19.6% | 19,915 | $4.3M |
| Hendley & Co. Inc. | 1.59% | Add +166.0% | 19,820 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Add +371.6% | 19,818 | $4.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -30.3% | 19,794 | $4.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -5.4% | 19,409 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +0.6% | 19,362 | $4.2M |
| XTX Topco Ltd | 0.07% | Reduce -33.2% | 19,180 | $4.2M |
| Gateway Investment Advisers LLC | 0.05% | Add +153.9% | 19,143 | $4.2M |
| WINTON GROUP Ltd | 0.14% | Add +6.2% | 19,039 | $4.1M |
| Prudential Financial Inc. | 0.00% | Add +0.9% | 17,783 | $3.9M |
| Wendell David Associates Inc. | 0.42% | Reduce -9.6% | 17,656 | $3.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.9% | 17,305 | $3.8M |
| Te Ahumairangi Investment Management Ltd | 0.62% | Add +5816.2% | 17,157 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.9% | 17,144 | $3.7M |
| Quadrature Capital Ltd | 0.04% | Add +6.9% | 17,039 | $3.7M |
| Militia Capital Management LLC | 0.81% | — | 16,640 | $3.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +209.0% | 15,794 | $3.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 16,030 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +1.0% | 15,993 | $3.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +33.0% | 15,982 | $3.5M |
| APG Asset Management N.V. | 0.01% | Reduce -2.8% | 18,280 | $3.4M |
| Birch Capital Management, LLC | 1.80% | Add +36.6% | 15,848 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.4% | 15,698 | $3.4M |
| Entropy Technologies, LP | 0.15% | Add +116.3% | 15,432 | $3.3M |
| L. Roy Papp & Associates, LLP | 0.38% | Reduce -12.5% | 15,381 | $3.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 15,117 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +9.3% | 14,744 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | Add +42.9% | 14,635 | $3.2M |
| Cerity Partners LLC | 0.00% | Reduce -45.5% | 14,387 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | No change | 14,114 | $3.1M |
| Bannerstone Capital Management, LLC | 2.77% | No change | 13,729 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | Add +17.4% | 13,731 | $3.0M |
| American Century Companies Inc. | 0.00% | Add +21.0% | 13,392 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.0% | 13,002 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.1% | 12,758 | $2.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.14% | Add +140.1% | 12,701 | $2.8M |
| CastleKnight Management LP | 0.13% | New | 12,700 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 12,692 | $2.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +102.3% | 12,643 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -53.0% | 12,530 | $2.7M |
| Regal Investment Advisors LLC | 0.15% | Add +63.2% | 12,207 | $2.6M |
| Fifth Third Bancorp | 0.00% | Add +224.3% | 12,069 | $2.6M |
| Verition Fund Management LLC | 0.03% | Add +104.4% | 12,067 | $2.6M |
| Hunter Perkins Capital Management, LLC | 0.59% | New | 11,464 | $2.5M |
| Taylor Hoffman Capital Management LLC | 0.75% | New | 11,242 | $2.4M |
| Numerai GP LLC | 0.24% | Add +997.2% | 11,049 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -17.9% | 11,038 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -67.5% | 10,772 | $2.3M |
| Bath Savings Trust Co | 0.25% | Reduce -41.1% | 10,736 | $2.3M |
| Acadian Asset Management LLC | 0.00% | New | 10,717 | $2.3M |
| Total Wealth Planning & Management, Inc. | 1.82% | Add +441.4% | 10,607 | $2.3M |
| Public Sector Pension Investment Board | 0.01% | Add +10.4% | 10,539 | $2.3M |
| Toronto Dominion Bank | 0.00% | Reduce -7.8% | 10,364 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +165.1% | 10,263 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -3.3% | 10,193 | $2.2M |
| National Bank of Canada | 0.00% | Reduce -61.4% | 10,143 | $2.2M |
| Seizert Capital Partners, LLC | 0.10% | New | 10,124 | $2.2M |
| Czech National Bank | 0.01% | Add +2.3% | 10,104 | $2.2M |
| Cibc World Market Inc. | 0.00% | Add +23.7% | 10,047 | $2.2M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +82.3% | 9,827 | $2.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -5.8% | 9,750 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -86.0% | 9,444 | $2.0M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 9,425 | $2.0M |
| New York Life Investment Management LLC | 0.02% | Add +11.2% | 9,416 | $2.0M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,755 | $2.0M |
| Somerset Trust Co | 0.60% | Add +0.3% | 9,060 | $2.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -21.1% | 9,018 | $2.0M |
| Aurora Investment Counsel | 1.08% | Add +31.1% | 9,006 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -59.1% | 8,549 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -27.1% | 8,952 | $1.9M |
| Guggenheim Capital LLC | 0.02% | Add +129.4% | 8,882 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.4% | 8,783 | $1.9M |
| AIMZ Investment Advisors, LLC | 0.59% | Add +1.2% | 8,780 | $1.9M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -68.3% | 8,694 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.8% | 8,642 | $1.9M |
| Parr McKnight Wealth Management Group, LLC | 0.24% | Add +14.1% | 8,501 | $1.8M |
| Banco Santander, S.A. | 0.01% | No change | 8,471 | $1.8M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.2% | 8,406 | $1.8M |
| Summit Trail Advisors, LLC | 0.03% | Add +50.1% | 8,351 | $1.8M |
| CIBC Asset Management Inc | 0.00% | Add +0.1% | 8,351 | $1.8M |
| Arax Advisory Partners | 0.05% | Add +3537.6% | 8,330 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | No change | 8,280 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -7.8% | 8,153 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +4.7% | 8,123 | $1.8M |
| Dark Forest Capital Management LP | 0.16% | New | 8,103 | $1.8M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +473.8% | 8,090 | $1.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.1% | 7,878 | $1.7M |
| Poehling Capital Management, INC. | 0.36% | New | 7,877 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -38.5% | 7,731 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -5.5% | 7,725 | $1.7M |
| Fairtree Asset Management (Pty) Ltd | 0.76% | New | 7,602 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -11.7% | 7,525 | $1.6M |
| Allstate Corp. | 0.02% | Add +286.3% | 7,424 | $1.6M |
| Vident Advisory, LLC | 0.01% | Add +529.6% | 7,417 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -56.4% | 7,410 | $1.6M |
| Argo Wealth Advisory, LLC | 0.94% | Add +32.2% | 7,389 | $1.6M |
| Morningstar Investment Management LLC | 0.10% | Add +138.1% | 7,299 | $1.6M |
| UniSuper Management Pty Ltd | 0.01% | Add +19.1% | 7,163 | $1.6M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +6.4% | 7,541 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -0.3% | 7,056 | $1.5M |
| M&T Bank Corp | 0.00% | Reduce -0.7% | 6,916 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +7.7% | 6,860 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -3.6% | 6,845 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +48.4% | 6,839 | $1.5M |
| Linden Thomas Advisory Services, LLC | 0.14% | Reduce -7.0% | 6,828 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +17.1% | 6,815 | $1.5M |
| Eukles Asset Management | 0.64% | Reduce -17.0% | 6,573 | $1.4M |
| Drucker Wealth 3.0, LLC | 0.24% | Add +186.8% | 6,422 | $1.4M |
| Nicholson Wealth Management Group, LLC | 0.80% | Add +0.3% | 6,344 | $1.4M |
| TD Asset Management Inc | 0.00% | Reduce -1.7% | 6,344 | $1.4M |
| Coastal Bridge Advisors, LLC | 0.10% | Reduce -9.7% | 6,342 | $1.4M |
| Ticino Wealth | 0.47% | Reduce -18.6% | 5,460 | $1.4M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -2.7% | 6,146 | $1.3M |
| Third View Private Wealth, LLC | 0.18% | Add +7.9% | 6,087 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -8.3% | 6,018 | $1.3M |
| Bright Rock Capital Management, LLC | 0.26% | No change | 6,000 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.7% | 5,970 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +31.3% | 5,969 | $1.3M |
| Taylor Frigon Capital Management LLC | 0.72% | Reduce -3.3% | 5,825 | $1.3M |
| Woodline Partners LP | 0.00% | Add +2.0% | 5,814 | $1.3M |
| Core Alternative Capital | 0.36% | Add +1.4% | 5,669 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 5,576 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.7% | 5,442 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.3% | 5,431 | $1.2M |
| NEOS Investment Management LLC | 0.01% | Add +373.0% | 5,406 | $1.2M |
| ICW Investment Advisors LLC | 0.42% | Add +11.5% | 5,393 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +224.6% | 5,369 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -55.4% | 5,362 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 5,250 | $1.1M |
| Tidal Investments LLC | 0.00% | Reduce -11.6% | 5,172 | $1.1M |
| Scotia Capital Inc. | 0.00% | New | 5,168 | $1.1M |
| Palisade Asset Management, LLC | 0.11% | Reduce -14.0% | 5,050 | $1.1M |
| Caisse de depot et placement du Quebec | 0.00% | New | 4,920 | $1.1M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -14.8% | 4,865 | $1.1M |
| Sepio Capital, LP | 0.06% | Add +36.9% | 4,861 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 4,719 | $1.0M |
| Skylands Capital, LLC | 0.13% | New | 4,700 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Add +22.1% | 4,585 | $995K |
| Lafayette Investments, Inc. | 0.20% | Add +1.1% | 4,524 | $982K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +105.2% | 4,462 | $968K |
| Xponance LLC | 0.01% | Add +22.2% | 4,444 | $964K |
| Jones Financial Companies LLLP | 0.00% | Add +100.2% | 4,830 | $958K |
| Oppenheimer & Co. Inc. | 0.01% | New | 4,378 | $950K |
| Merit Financial Group, LLC | 0.01% | Add +2.5% | 4,303 | $934K |
| Florida Trust Wealth Management Co | 0.03% | Reduce -4.1% | 4,283 | $929K |
| Savvy Advisors, Inc. | 0.02% | Add +185.9% | 4,263 | $925K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.3% | 4,248 | $922K |
| Waverly Advisors, LLC | 0.01% | Reduce -40.8% | 4,099 | $889K |
| LSV Asset Management | 0.00% | New | 4,080 | $885K |
| Cascades Capital Asset Management, LLC | 0.37% | Add +0.0% | 4,042 | $877K |
| MML Investors Services, LLC | 0.00% | Add +34.4% | 4,031 | $875K |
| Penserra Capital Management LLC | 0.01% | Add +133400.0% | 4,005 | $868K |
| Longfellow Investment Management Co. LLC | 0.18% | New | 4,000 | $868K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.9% | 3,945 | $856K |
| Chicago Capital, LLC | 0.02% | Add +111.7% | 3,791 | $823K |
| Pacer Advisors, Inc. | 0.00% | Add +8.5% | 3,783 | $821K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,750 | $814K |
| Dean Investment Associates, LLC | 0.11% | Add +98.6% | 3,731 | $810K |
| Sterling Capital Management LLC | 0.02% | Reduce -19.1% | 3,699 | $803K |
| Global X Japan Co., Ltd. | 0.04% | Add +4.7% | 3,664 | $795K |
| Evoke Wealth, LLC | 0.01% | Reduce -45.4% | 3,645 | $791K |
| Azzad Asset Management Inc. | 0.08% | Reduce -2.6% | 3,594 | $780K |
| Oak Thistle LLC | 0.07% | New | 3,555 | $771K |
| Aberdeen Group plc | 0.00% | Reduce -87.2% | 3,547 | $770K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.2% | 3,477 | $754K |
| Pacific Point Advisors, LLC | 0.40% | Add +4.3% | 3,455 | $750K |
| Commerce Bank | 0.00% | Reduce -18.6% | 3,423 | $743K |
| IMC-Chicago, LLC | 0.01% | New | 3,409 | $740K |
| NewEdge Advisors, LLC | 0.00% | Reduce -32.6% | 3,399 | $738K |
| Coldstream Capital Management Inc. | 0.01% | Add +68.5% | 3,375 | $732K |
| HB Wealth Management, LLC | 0.00% | Add +24.2% | 3,349 | $727K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,334 | $723K |
| Eurizon SLJ Capital Ltd | 0.34% | New | 3,461 | $708K |
| Ridgewood Investments LLC | 0.29% | — | 3,221 | $699K |
| MOKAN Wealth Management Inc. | 0.31% | New | 3,190 | $693K |
| Nicholas Hoffman & Company, LLC. | 0.02% | New | 3,148 | $683K |
| Mirabella Financial Services LLP | 0.07% | Add +325.8% | 3,142 | $682K |
| Indivisible Partners | 0.06% | New | 3,094 | $671K |
| denkapparat Operations GmbH | 0.28% | Add +55.2% | 3,088 | $670K |
| Arkadios Wealth Advisors | 0.01% | Add +5.6% | 3,046 | $661K |
| United Capital Financial Advisors, LLC | 0.00% | Add +7.4% | 3,037 | $659K |
| Daiwa Securities Group Inc. | 0.00% | Add +5.0% | 3,024 | $656K |
| GoalVest Advisory LLC | 0.13% | No change | 3,000 | $651K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 2,980 | $647K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -21.5% | 2,959 | $642K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.7% | 2,958 | $642K |
| Fieldview Capital Management, LLC | 0.19% | Add +30.3% | 2,943 | $639K |
| Spinnaker Trust | 0.03% | Reduce -0.7% | 2,902 | $630K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 2,892 | $627K |
| Sage Private Wealth Group, LLC | 0.31% | Add +29.4% | 2,873 | $623K |
| Advyzon Investment Management, LLC | 0.06% | New | 2,870 | $623K |
| Guardian Wealth Advisors, LLC | 0.35% | Add +45.7% | 2,843 | $617K |
| Stiles Financial Services Inc | 0.19% | Reduce -23.6% | 2,830 | $614K |
| Radnor Capital Management, LLC | 0.09% | Add +7.4% | 2,820 | $612K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | Add +120.2% | 2,816 | $611K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -12.4% | 2,827 | $610K |
| Polymer Capital Management (US) LLC | 0.09% | New | 2,798 | $607K |
| Mitchell & Pahl Private Wealth, LLC | 0.25% | Add +25.1% | 2,792 | $606K |
| Bank of Nova Scotia | 0.00% | Reduce -27.3% | 2,790 | $605K |
| Chicago Partners Investment Group LLC | 0.01% | Add +52.8% | 2,468 | $599K |
| Focus Partners Wealth | 0.00% | Reduce -60.1% | 2,653 | $575K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -29.6% | 2,649 | $575K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -13.0% | 2,641 | $573K |
| Mission Wealth Management, LP | 0.01% | Add +4.3% | 2,634 | $571K |
| Knollwood Investment Advisory, LLC | 0.06% | No change | 2,550 | $553K |
| Naples Global Advisors, LLC | 0.04% | Reduce -58.7% | 2,530 | $549K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.4% | 2,524 | $548K |
| Henshaw Capital LLC | 0.02% | Add +0.6% | 2,518 | $546K |
| Gibbs Wealth Management | 0.07% | New | 2,517 | $546K |
| D.B. Root & Company, LLC | 0.13% | Add +0.5% | 2,517 | $546K |
| Portside Wealth Group, LLC | 0.07% | Add +55.8% | 2,492 | $541K |
| Blackstone Inc. | 0.00% | New | 2,491 | $541K |
| Kesler, Norman & Wride, LLC | 0.09% | Reduce -9.1% | 2,465 | $535K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +98.2% | 2,410 | $523K |
| Board of the Pension Protection Fund | 0.48% | Add +1900.0% | 2,400 | $521K |
| Connable Office Inc. | 0.05% | No change | 2,390 | $519K |
| Mather Group, Llc. | 0.01% | New | 2,387 | $518K |
| Eads & Heald Wealth Management | 0.26% | Reduce -21.4% | 2,376 | $516K |
| Independent Advisor Alliance | 0.01% | Add +33.5% | 2,369 | $514K |
| Advisory Alpha, LLC | 0.01% | Add +40.7% | 2,352 | $510K |
| AE Wealth Management LLC | 0.00% | Add +48.7% | 2,334 | $506K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +57.4% | 2,329 | $505K |
| DNB Asset Management AS | 0.00% | Add +122.3% | 2,256 | $490K |
| Empirical Asset Management, LLC | 0.13% | Add +6.8% | 2,254 | $489K |
| Mizuho Securities USA LLC | 0.01% | Reduce -17.8% | 2,243 | $487K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | New | 2,239 | $486K |
| Manchester Capital Management LLC | 0.07% | Reduce -0.4% | 2,238 | $486K |
| Trail Ridge Investment Advisors, LLC | 0.21% | No change | 2,200 | $477K |
| Credit Agricole S A | 0.00% | Reduce -74.5% | 2,181 | $473K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -62.0% | 2,162 | $469K |
| Private Advisor Group, LLC | 0.00% | Add +81.6% | 2,152 | $467K |
| Aviva PLC | 0.00% | Add +52.8% | 2,150 | $467K |
| Seelaus Asset Management LLC | 0.34% | Add +6.7% | 2,145 | $465K |
| Praxis Investment Management Inc. | 0.03% | New | 2,139 | $464K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 2,120 | $460K |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -91.2% | 2,100 | $456K |
| SkyView Investment Advisors, LLC | 0.06% | Add +5.9% | 2,019 | $454K |
| Hartford Investment Management Co. | 0.01% | Reduce -4.1% | 2,092 | $454K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.8% | 2,087 | $454K |
| R Squared Ltd | 0.25% | New | 2,090 | $454K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -62.3% | 2,080 | $451K |
| Ethic Inc. | 0.01% | Reduce -32.9% | 2,009 | $436K |
| Utah Retirement Systems | 0.00% | Reduce -67.7% | 2,007 | $435K |
| Norinchukin Bank, The | 0.01% | Reduce -0.6% | 1,985 | $431K |
| Milestone Asset Management Group, LLC | 0.25% | Reduce -0.6% | 1,969 | $427K |
| Argent Capital Management LLC | 0.01% | No change | 1,955 | $424K |
| BDFS Capital LLC | 0.20% | Add +14.5% | 1,943 | $422K |
| Mutual Advisors, LLC | 0.01% | Add +11.4% | 1,940 | $421K |
| Krilogy Financial LLC | 0.01% | Reduce -54.3% | 1,792 | $415K |
| Pilgrim Partners Asia Pte Ltd | 0.17% | Reduce -32.1% | 1,900 | $412K |
| Louisiana State Employees Retirement System | 0.01% | No change | 1,900 | $412K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +19.0% | 1,890 | $410K |
| Valmark Advisers, Inc. | 0.00% | Reduce -1.6% | 1,877 | $407K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,873 | $406K |
| Kintegral Advisory, LLC | 0.04% | Reduce -4.3% | 1,864 | $404K |
| Savant Capital, LLC | 0.00% | Add +44.2% | 1,842 | $400K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -0.8% | 1,829 | $397K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -37.5% | 1,820 | $395K |
| KBC Group NV | 0.00% | Reduce -43.6% | 1,814 | $394K |
| Regions Financial Corp. | 0.00% | Reduce -56.4% | 1,798 | $390K |
| Patton Fund Management, Inc. | 0.07% | Add +122.2% | 1,795 | $389K |
| Ahara Advisors LLC | 0.32% | Add +3.7% | 1,773 | $385K |
| Karani Asset Management LLC | 0.34% | New | 1,767 | $383K |
| Blair William & Co. | 0.00% | Reduce -45.0% | 1,766 | $383K |
| CI Investments Inc. | 0.00% | Add +0.1% | 1,742 | $378K |
| Leonteq Securities AG | 0.02% | Add +169.4% | 1,727 | $375K |
| Jump Financial, LLC | 0.01% | New | 1,727 | $375K |
| Argonautica Private Wealth Management, Inc. | 0.11% | New | 1,713 | $372K |
| Stevens Capital Management LP | 0.06% | New | 1,707 | $370K |
| New Mexico Educational Retirement Board | 0.01% | No change | 1,700 | $369K |
| MCF Advisors LLC | 0.02% | Add +539.8% | 1,689 | $366K |
| D.A. Davidson & Co. | 0.00% | New | 1,674 | $363K |
| Brighton Jones LLC | 0.01% | New | 1,663 | $361K |
| MAI Capital Management | 0.00% | Add +14.2% | 1,637 | $355K |
| SlateStone Wealth, LLC | 0.03% | Add +9.4% | 1,625 | $353K |
| GAMMA Investing LLC | 0.02% | Reduce -20.3% | 1,591 | $345K |
| Vise Technologies, Inc. | 0.01% | No change | 1,178 | $342K |
| JGP Wealth Management, LLC | 0.04% | Reduce -50.6% | 1,550 | $336K |
| Wealthfront Advisers LLC | 0.00% | Reduce -30.6% | 1,549 | $336K |
| Caitlin John, LLC | 0.20% | Add +30.8% | 1,545 | $335K |
| MUFG Securities EMEA plc | 0.01% | No change | 1,536 | $333K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.4% | 1,529 | $332K |
| Anchor Capital Advisors LLC | 0.01% | No change | 1,500 | $325K |
| Daymark Wealth Partners, LLC | 0.01% | Add +37.5% | 1,488 | $323K |
| Cresset Asset Management, LLC | 0.00% | Reduce -6.9% | 1,475 | $320K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -21.2% | 1,452 | $315K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +35.1% | 1,444 | $313K |
| Procyon Advisors, LLC | 0.02% | Reduce -6.8% | 1,442 | $313K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -59.5% | 1,437 | $312K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -71.0% | 1,424 | $309K |
| Composition Wealth, LLC | 0.00% | Reduce -6.0% | 1,419 | $308K |
| V-Square Quantitative Management LLC | 0.03% | Add +13.8% | 1,416 | $307K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -20.4% | 1,412 | $306K |
| Harrell Investment Partners, LLC | 0.07% | Reduce -8.9% | 1,404 | $305K |
| Wedmont Private Capital | 0.01% | Add +59.1% | 1,365 | $304K |
| South Dakota Investment Council | 0.01% | Add +25.0% | 1,400 | $304K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.00% | Reduce -71.1% | 1,400 | $304K |
| Benjamin Edwards Inc. | 0.00% | Reduce -47.2% | 1,369 | $297K |
| Marex Group Ltd | 0.00% | Add +42.7% | 1,363 | $296K |
| Horizon Investments, LLC | 0.00% | Add +27.0% | 1,358 | $295K |
| Norden Group LLC | 0.03% | New | 1,348 | $293K |
| Applied Finance Capital Management, LLC | 0.02% | Add +16.6% | 1,347 | $292K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,336 | $290K |
| Alhambra Investment Management LLC | 0.13% | Add +5.8% | 1,332 | $289K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -1.5% | 1,320 | $286K |
| Larson Financial Group LLC | 0.01% | Add +14.4% | 1,315 | $285K |
| Callan Family Office, LLC | 0.01% | Reduce -73.4% | 1,312 | $285K |
| Intech Investment Management LLC | 0.00% | Reduce -56.5% | 1,298 | $282K |
| Marathon Capital Management | 0.06% | Add +75.9% | 1,284 | $279K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -7.1% | 1,282 | $278K |
| Graham Capital Management, L.P. | 0.01% | Reduce -10.8% | 1,260 | $273K |
| Randall & Associates Wealth Management | 0.18% | New | 1,258 | $273K |
| Layline Advisors, LLC | 0.30% | — | 1,256 | $273K |
| Advisortrust Partners, LLC | 0.11% | New | 1,250 | $271K |
| KFG Wealth Management, LLC | 0.04% | Add +20.9% | 1,248 | $271K |
| Gen-Wealth Partners Inc | 0.08% | Add +45.4% | 1,240 | $269K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -1.2% | 1,230 | $267K |
| Midway Capital Research & Management | 0.25% | Add +17.1% | 1,226 | $266K |
| Macquarie Group Ltd. | 0.00% | Reduce -23.9% | 1,223 | $265K |
| Dividend Assets Capital, LLC | 0.05% | Reduce -4.5% | 1,213 | $263K |
| CSS LLC | 0.04% | Add +18.6% | 1,210 | $263K |
| National Wealth Management Group, LLC | 0.10% | Reduce -13.2% | 1,205 | $261K |
| Lido Advisors, LLC | 0.00% | Reduce -14.7% | 1,201 | $261K |
| Revisor Wealth Management LLC | 0.07% | Add +53.2% | 1,201 | $261K |
| VestGen Advisors, LLC | 0.01% | New | 1,201 | $259K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Reduce -0.9% | 1,187 | $258K |
| Ofi Invest Asset Management | 0.00% | No change | 1,185 | $257K |
| Amica Mutual Insurance Co. | 0.02% | No change | 1,186 | $257K |
| Bessemer Group Inc. | 0.00% | Reduce -62.6% | 1,161 | $253K |
| Ballentine Partners, LLC | 0.00% | Reduce -25.8% | 1,148 | $249K |
| Winthrop Capital Management, LLC | 0.06% | Add +9.6% | 1,143 | $248K |
| Brooklyn Investment Group | 0.01% | Reduce -28.9% | 1,142 | $248K |
| Edgestream Partners, L.P. | 0.01% | New | 1,126 | $244K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.9% | 1,124 | $244K |
| CWA Asset Management Group, LLC | 0.01% | New | 1,120 | $243K |
| North Dakota State Investment Board | 0.01% | Reduce -16.2% | 1,094 | $237K |
| Strategy Asset Managers LLC | 0.04% | New | 1,093 | $237K |
| Alpha Family Trust | 0.11% | Reduce -33.5% | 1,090 | $237K |
| Fielder Capital Group LLC | 0.05% | New | 1,077 | $234K |
| Bridgefront Capital, LLC | 0.06% | Reduce -56.1% | 1,068 | $232K |
| Nilsine Partners, LLC | 0.02% | Reduce -8.8% | 1,024 | $231K |
| Summitry LLC | 0.01% | New | 1,052 | $228K |
| Ashton Thomas Securities, LLC | 0.03% | Reduce -1.9% | 1,041 | $226K |
| Fiduciary Trust Co | 0.00% | Add +7.9% | 1,037 | $225K |
| Signaturefd, LLC | 0.00% | Reduce -3.8% | 1,027 | $223K |
| Mufg Securities Americas Inc. | 0.01% | Add +1.8% | 1,027 | $223K |
| Certuity, LLC | 0.01% | Add +11.8% | 1,022 | $222K |
| Securian Asset Management, Inc. | 0.01% | No change | 1,021 | $222K |
| Journey Retirement Planning & Investment Management LLC | 0.19% | Reduce -72.1% | 1,017 | $221K |
| Avior Wealth Management, LLC | 0.01% | Reduce -10.0% | 1,006 | $218K |
| Clearstead Advisors, LLC | 0.00% | Reduce -20.6% | 1,003 | $218K |
| IFP Advisors, Inc | 0.00% | Reduce -10.2% | 992 | $215K |
| Silver Lake Advisory, LLC | 0.08% | No change | 981 | $213K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.4% | 980 | $213K |
| Dakota Wealth Management | 0.00% | Reduce -1.6% | 978 | $212K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.02% | New | 978 | $212K |
| Icon Wealth Advisors, LLC | 0.01% | Add +2.5% | 908 | $211K |
| Caerus Investment Advisors, LLC | 0.09% | Reduce -51.0% | 966 | $210K |
| New Wave Wealth Advisors LLC | 0.07% | New | 962 | $209K |
| Empirical Finance, LLC | 0.01% | Reduce -0.1% | 959 | $208K |
| Tandem Investment Advisors, Inc. | 0.01% | Reduce -25.9% | 951 | $206K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -15.4% | 945 | $205K |
| West Bancorporation Inc. | 0.10% | No change | 932 | $202K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | Reduce -23.6% | 928 | $201K |
| Exchange Traded Concepts, LLC | 0.00% | Add +44.6% | 927 | $201K |
| Legacy Financial Advisors, Inc. | 0.03% | Reduce -18.2% | 925 | $201K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 922 | $200K |
| Harbor Investment Advisory, LLC | 0.02% | Add +31.6% | 920 | $200K |
| STRS Ohio | 0.00% | Reduce -0.1% | 896 | $194K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -61.0% | 894 | $194K |
| Brown Brothers Harriman & Co. | 0.00% | Add +179.7% | 870 | $189K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 864 | $187K |
| Grove Bank & Trust | 0.02% | Add +33.6% | 835 | $181K |
| Ninety One SA (Pty) Ltd | 0.01% | Reduce -23.1% | 821 | $178K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 820 | $178K |
| Allworth Financial LP | 0.00% | Reduce -39.0% | 791 | $172K |
| Parallel Advisors, LLC | 0.00% | Reduce -34.7% | 788 | $171K |
| HM Payson & Co. | 0.00% | Reduce -16.8% | 741 | $161K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Add +37.5% | 700 | $152K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -56.3% | 690 | $150K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -37.1% | 652 | $147K |
| Bullock Wealth Management Group | 0.07% | Add +0.5% | 645 | $145K |
| Destiny Wealth Partners, LLC | 0.02% | New | 646 | $140K |
| Tema ETFs LLC | 0.01% | No change | 619 | $134K |
| Basecamp Wealth Advisors LLC | 0.03% | Reduce -0.3% | 614 | $133K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -20.7% | 566 | $131K |
| Storebrand Asset Management As | 0.00% | Reduce -44.9% | 577 | $125K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -2.1% | 568 | $123K |
| Versant Capital Management, Inc | 0.01% | Add +62.0% | 520 | $113K |
| Rothschild Investment LLC | 0.01% | Reduce -68.9% | 518 | $112K |
| Siemens Fonds Invest GmbH | 0.01% | Add +457.6% | 513 | $111K |
| Globeflex Capital L P | 0.02% | New | 499 | $108K |
| Lanark Financial, Inc. | 0.01% | Add +6050.0% | 492 | $107K |
| CoreCap Advisors, LLC | 0.00% | Reduce -18.8% | 489 | $106K |
| Huntington National Bank | 0.00% | Add +31.2% | 479 | $104K |
| Whittier Trust Co. | 0.00% | Reduce -61.6% | 443 | $102K |
| Walleye Capital LLC | 0.00% | Reduce -72.2% | 456 | $99K |
| Delta Asset Management LLC | 0.01% | No change | 450 | $98K |
| UMB Bank, n.a. | 0.00% | Add +63.9% | 441 | $96K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +6085.7% | 433 | $94K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 430 | $93K |
| Estabrook Capital Management | 0.01% | No change | 425 | $92K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -21.9% | 410 | $89K |
| Ascentis Independent Advisors | 0.01% | New | 384 | $83K |
| Caldwell Trust Co | 0.01% | No change | 357 | $77K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -46.4% | 353 | $77K |
| Rossby Financial, LCC | 0.02% | Add +112.8% | 332 | $75K |
| Quantbot Technologies LP | 0.00% | Reduce -95.4% | 340 | $74K |
| Quadrant Capital Group LLC | 0.00% | Reduce -94.9% | 305 | $66K |
| Zions Bancorporation, National Association | 0.00% | Add +167.9% | 284 | $62K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -61.6% | 280 | $61K |
| Danske Bank A/S | 0.00% | Reduce -62.2% | 280 | $61K |
| Measured Wealth Private Client Group, LLC | 0.02% | No change | 276 | $60K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -29.1% | 268 | $58K |
| Covestor Ltd | 0.04% | Reduce -42.5% | 265 | $57K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 260 | $56K |
| Assetmark, Inc. | 0.00% | Reduce -38.4% | 250 | $54K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +75.3% | 249 | $54K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.6% | 243 | $53K |
| State of Wyoming | 0.01% | New | 236 | $51K |
| Addison Advisors LLC | 0.01% | Add +3.1% | 232 | $50K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -19.2% | 211 | $46K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 98 | $45K |
| Private Trust Co. NA | 0.00% | Add +183.3% | 204 | $44K |
| Blue Trust, Inc. | 0.00% | Reduce -21.8% | 172 | $37K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 172 | $37K |
| Elevation Wealth Partners, LLC | 0.01% | Add +304.9% | 166 | $36K |
| Wellington Grp LLC | 0.01% | Reduce -23.4% | 164 | $36K |
| Montag A & Associates Inc. | 0.00% | No change | 163 | $35K |
| TD Waterhouse Canada Inc. | 0.00% | Add +231.9% | 156 | $35K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.5% | 156 | $34K |
| Hilltop National Bank | 0.01% | No change | 150 | $33K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 145 | $31K |
| Essential Partners LLC | 0.01% | Reduce -94.9% | 145 | $31K |
| CVA Family Office, LLC | 0.00% | Reduce -51.0% | 141 | $31K |
| CX Institutional | 0.00% | Reduce -51.8% | 136 | $30K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.7% | 138 | $30K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -86.1% | 135 | $29K |
| Quarry LP | 0.01% | New | 126 | $27K |
| Kemnay Advisory Services Inc. | 0.00% | New | 116 | $25K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -10.1% | 116 | $25K |
| Legend Capital Advisors LLC | 0.02% | New | 115 | $25K |
| Copeland Capital Management, LLC | 0.00% | Reduce -99.9% | 111 | $24K |
| Trust Co | 0.00% | No change | 108 | $23K |
| Intentional Wealth Strategies, LLC | 0.02% | — | 106 | $23K |
| CYBER HORNET ETFs LLC | 0.01% | Reduce -8.1% | 102 | $23K |
| Horizon Financial Services, LLC | 0.01% | Add +684.6% | 102 | $22K |
| Bogart Wealth, LLC | 0.00% | Add +3.2% | 97 | $21K |
| First Horizon Corp. | 0.00% | Reduce -1.0% | 96 | $21K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +4650.0% | 95 | $21K |
| First Community Trust NA | 0.01% | No change | 93 | $20K |
| United Community Bank | 0.01% | New | 92 | $20K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -1.1% | 90 | $20K |
| Cromwell Holdings LLC | 0.01% | Reduce -2.3% | 87 | $19K |
| DT Investment Partners, LLC | 0.00% | No change | 80 | $17K |
| Smithfield Trust Co | 0.00% | No change | 74 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 78 | $17K |
| Harbour Investments, Inc. | 0.00% | Add +266.7% | 77 | $17K |
| Quent Capital, LLC | 0.00% | Reduce -10.7% | 75 | $16K |
| Hartford Financial Management Inc. | 0.00% | No change | 75 | $16K |
| Community Bank, N.A. | 0.00% | No change | 74 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -70.0% | 71 | $15K |
| PenderFund Capital Management Ltd. | 0.01% | No change | 70 | $15K |
| Motco | 0.00% | No change | 67 | $15K |
| Salomon & Ludwin, LLC | 0.00% | Add +463.6% | 62 | $14K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.5% | 66 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -1.6% | 63 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +122.2% | 60 | $13K |
| Bayban | 0.01% | No change | 58 | $13K |
| MV Capital Management, Inc. | 0.00% | Add +5.6% | 57 | $12K |
| Rakuten Securities, Inc. | 0.01% | Add +1020.0% | 56 | $12K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 55 | $12K |
| WPG Advisers, LLC | 0.01% | Reduce -44.6% | 51 | $11K |
| Colonial Trust Co / SC | 0.00% | Reduce -13.6% | 51 | $11K |
| Cheviot Value Management, LLC | 0.00% | No change | 51 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +308.3% | 49 | $11K |
| First United Bank & Trust | 0.00% | No change | 50 | $11K |
| Korea Investment CORP | 0.00% | No change | 50 | $11K |
| True Wealth Design, LLC | 0.00% | Reduce -87.9% | 48 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +840.0% | 47 | $10K |
| Spire Wealth Management | 0.00% | Add +21.1% | 46 | $10K |
| Highline Wealth Partners LLC | 0.00% | Add +1433.3% | 46 | $10K |
| SouthState Bank Corp | 0.00% | Reduce -21.4% | 44 | $10K |
| Activest Wealth Management | 0.00% | Add +7.5% | 43 | $9K |
| Western Pacific Wealth Management, LP | 0.01% | No change | 42 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 40 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -99.2% | 40 | $9K |
| Crews Bank & Trust | 0.00% | No change | 35 | $8K |
| LRI Investments, LLC | 0.00% | Add +209.1% | 34 | $7K |
| 2UniFi Bank | 0.00% | Reduce -42.1% | 33 | $7K |
| Lodestone Wealth Management LLC | 0.00% | No change | 33 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 33 | $7K |
| Altshuler Shaham Ltd | 0.00% | Add +57.1% | 33 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -27.1% | 35 | $7K |
| Dogwood Wealth Management LLC | 0.00% | No change | 32 | $7K |
| Private Wealth Management Group, LLC | 0.00% | New | 31 | $7K |
| Guinness Atkinson Asset Management Inc | 0.00% | No change | 29 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 29 | $6K |
| Piscataqua Savings Bank | 0.00% | No change | 29 | $6K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -42.9% | 28 | $6K |
| S&T Bank | 0.00% | No change | 27 | $6K |
| Clean Yield Group | 0.00% | Reduce -84.8% | 27 | $6K |
| TD Capital Management LLC | 0.00% | No change | 25 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 24 | $5K |
| Ancora Advisors LLC | 0.00% | Reduce -61.7% | 23 | $5K |
| Group One Trading LLC | 0.00% | Reduce -86.8% | 22 | $5K |
| Ankerstar Wealth, LLC | 0.00% | No change | 21 | $5K |
| NBT Bank, N.A. | 0.00% | New | 21 | $5K |
| Sachetta, LLC | 0.00% | Add +25.0% | 20 | $4K |
| Napier Financial, LLC | 0.00% | New | 20 | $4K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -68.3% | 20 | $4K |
| Avalon Trust Co | 0.00% | New | 20 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 18 | $4K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | Reduce -10.0% | 18 | $4K |
| Align Financial, LLC | 0.00% | Reduce -99.7% | 18 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 18 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 16 | $4K |
| JPL Wealth Management, LLC | 0.00% | New | 15 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 15 | $3K |
| SHP Wealth Management | 0.00% | Add +50.0% | 15 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -6.7% | 14 | $3K |
| TD Private Client Wealth LLC | 0.00% | Reduce -91.6% | 14 | $3K |
| First PREMIER Bank | 0.00% | No change | 15 | $3K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 13 | $3K |
| Centennial Bank | 0.00% | No change | 13 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 13 | $3K |
| Old Second National Bank of Aurora | 0.00% | No change | 13 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -7.1% | 13 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 12 | $3K |
| J.Safra Asset Management Corp | 0.00% | Add +9.1% | 12 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -73.9% | 12 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 10 | $2K |
| Aventura Private Wealth, LLC | 0.00% | New | 10 | $2K |
| City State Bank | 0.00% | Reduce -9.1% | 10 | $2K |
| Country Trust Bank | 0.00% | No change | 10 | $2K |
| Avion Wealth | 0.00% | Reduce -45.5% | 12 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| Plato Investment Management Ltd | 0.00% | No change | 9 | $2K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.00% | — | 8 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 8 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 8 | $2K |
| Park Place Capital Corp | 0.00% | No change | 8 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -50.0% | 8 | $2K |
| NFSG Corp | 0.00% | No change | 7 | $2K |
| Clayton Financial Group LLC | 0.00% | Add +133.3% | 7 | $2K |
| Kilter Group LLC | 0.00% | Reduce -12.5% | 7 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 7 | $2K |
| High Note Wealth, LLC | 0.00% | New | 7 | $2K |
| Root Financial Partners, LLC | 0.00% | Reduce -58.8% | 7 | $2K |
| Burkett Financial Services, LLC | 0.00% | No change | 6 | $1K |
| Monetary Solutions, Ltd | 0.00% | No change | 6 | $1K |
| Summit Securities Group LLC | 0.00% | Reduce -89.3% | 6 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 6 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 6 | $1K |
| Gill Capital Partners, LLC | 0.00% | New | 5 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Triumph Capital Management | 0.00% | No change | 5 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -86.1% | 5 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +66.7% | 5 | $1K |
| Hughes Financial Services, LLC | 0.00% | Reduce -16.7% | 5 | $1K |
| Asset Dedication, LLC | 0.00% | Reduce -79.2% | 5 | $1K |
| Granite FO LLC | 0.00% | No change | 4 | $868 |
| Aspect Partners, LLC | 0.00% | Reduce -60.0% | 4 | $868 |
| American Capital Advisory, LLC | 0.00% | New | 4 | $868 |
| Quaker Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $868 |
| Fortitude Family Office, LLC | 0.00% | New | 4 | $868 |
| Tidemark, LLC | 0.00% | New | 4 | $868 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -97.8% | 4 | $868 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -81.0% | 4 | $663 |
| Principia Wealth Advisory, LLC | 0.00% | Add +50.0% | 3 | $651 |
| Financial Consulate, Inc. | 0.00% | Reduce -66.7% | 3 | $651 |
| Nvwm, LLC | 0.00% | No change | 3 | $651 |
| Signature Equity Partners, LLC | 0.00% | Reduce -86.7% | 2 | $435 |
| TFC Financial Management, Inc. | 0.00% | New | 2 | $434 |
| Investors Portfolio Services LLC | 0.00% | No change | 2 | $399 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $227 |
| Ares Financial Consulting, LLC | 0.00% | No change | 1 | $225 |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -94.1% | 1 | $224 |
| Curio Wealth, LLC | 0.00% | New | 1 | $217 |
| Whipplewood Advisors, LLC | 0.00% | New | 1 | $217 |
| Salem Investment Counselors Inc. | 0.00% | New | 1 | $217 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $217 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $217 |
| MidFirst Bank | 0.00% | New | 1 | $217 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $216 |
| Y.D. More Investments Ltd | 0.00% | Reduce -11.1% | 24 | $16 |
"% of holder's portfolio" is FDS's weight in each manager's 13F, not the share of Factset Research Systems Inc. the manager owns.