Factset Research SystemsFDS
13F holders, Q2 2026 (June 30)767holders +42
130new positions
91sold out
10famous investors
$230.12avg. 13F price*
At the end of Q2 2026, 767 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, up 42 from Q1 2026. 130 opened new positions and 91 sold out. The largest holders were Baron Capital (BAMCO) ($966.5M), BlackRock, Inc. ($657.7M) and Vanguard Capital Management LLC ($547.5M). 10 famous investors held it, including Ron Baron (1.5% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $355.8M |
| Exits | 91 | $201.7M |
All 13F filers, Q1 2026 → Q2 2026: 6,051,208 shares bought and 4,013,571 shares sold, net +2,037,637 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 767 holders
| Baron Capital (BAMCO) | 1.45% | Add +11.8% | 4,200,856 | $966.5M |
| BlackRock, Inc. | 0.01% | Add +1.1% | 2,858,389 | $657.7M |
| Vanguard Capital Management LLC | 0.01% | Reduce -1.2% | 2,379,691 | $547.5M |
| State Street Corp. | 0.01% | Reduce -1.3% | 1,873,867 | $431.1M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -1.4% | 1,781,324 | $409.8M |
| AQR Capital Management | 0.13% | Add +444.9% | 1,675,700 | $385.5M |
| Loomis Sayles & Co. L P | 0.42% | Reduce -2.6% | 1,439,274 | $331.1M |
| Geode Capital Management, LLC | 0.02% | Add +20.9% | 1,380,700 | $317.3M |
| Ninety One UK Ltd | 0.61% | Reduce -0.5% | 1,189,240 | $273.6M |
| Morgan Stanley | 0.01% | Add +4.8% | 1,100,714 | $253.3M |
| Invesco Ltd. | 0.02% | Reduce -10.9% | 954,411 | $219.6M |
| Bank of America Corp. | 0.01% | Reduce -9.2% | 765,564 | $176.1M |
| ProShare Advisors LLC | 0.23% | Add +14.3% | 681,037 | $156.7M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +59.1% | 601,136 | $138.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.6% | 600,225 | $138.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.6% | 504,351 | $116.0M |
| UBS Group AG | 0.01% | Add +12.1% | 407,914 | $93.9M |
| Marshall Wace, LLP | 0.08% | Reduce -49.0% | 403,312 | $92.8M |
| Wells Fargo & Company | 0.01% | Reduce -46.7% | 369,718 | $85.1M |
| Northern Trust Corp. | 0.01% | Add +4.3% | 362,277 | $83.4M |
| Capital World Investors | 0.01% | New | 350,319 | $80.6M |
| Shapiro Capital Management LLC | 4.86% | Add +5.4% | 348,359 | $80.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -9.6% | 327,779 | $75.4M |
| Gotham Asset Management | 0.17% | Add +18.6% | 324,096 | $74.6M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | New | 301,875 | $69.5M |
| Bank of New York Mellon Corp | 0.01% | Add +1.4% | 298,101 | $68.6M |
| Equity Investment Corp. | 1.25% | Reduce -0.8% | 285,233 | $65.6M |
| Jane Street Group, LLC | 0.04% | Add +477.3% | 277,855 | $63.9M |
| State of Michigan Retirement System | 0.27% | Add +8.6% | 265,428 | $61.1M |
| Boston Trust Walden Corp | 0.42% | Reduce -5.2% | 242,449 | $55.8M |
| Ariel Investments | 0.54% | Add +4.0% | 234,096 | $53.9M |
| Yacktman Asset Management | 0.65% | Add +1.7% | 229,620 | $52.8M |
| Ranmore Fund Management Ltd | 5.71% | Add +20.4% | 223,991 | $51.5M |
| Susquehanna International Group, LLP | 0.04% | Add +233.2% | 212,342 | $48.9M |
| Norges Bank | 0.00% | — | 208,310 | $47.9M |
| FMR LLC | 0.00% | Add +87.0% | 207,400 | $47.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -2.4% | 204,568 | $47.1M |
| Vest Financial, LLC | 0.49% | Add +10.9% | 202,058 | $46.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | Reduce -3.1% | 198,297 | $45.6M |
| Heron Bay Capital Management | 4.09% | Reduce -14.4% | 196,176 | $45.1M |
| Royal Bank of Canada | 0.01% | Add +0.8% | 191,613 | $44.1M |
| Deutsche Bank AG | 0.01% | Reduce -5.0% | 187,400 | $43.1M |
| Bank of Montreal | 0.01% | Reduce -68.8% | 177,354 | $40.8M |
| McDonald Capital Investors Inc. | 2.95% | Reduce -6.7% | 175,541 | $40.4M |
| Everett Harris & Co. | 0.45% | Add +5.1% | 160,592 | $36.9M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +15.2% | 155,621 | $35.8M |
| Royal London Asset Management Ltd. | 0.06% | Reduce -2.8% | 149,640 | $34.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.2% | 148,732 | $34.2M |
| Longaeva Partners L.P. | 0.97% | New | 146,725 | $33.8M |
| LSV Asset Management | 0.06% | Add +3494.6% | 146,659 | $33.7M |
| HRT Financial LP | 0.06% | Reduce -1.3% | 144,762 | $33.3M |
| Voloridge Investment Management, LLC | 0.14% | Reduce -9.4% | 144,428 | $33.2M |
| Markel Group | 0.24% | No change | 135,376 | $31.1M |
| BNP Paribas Financial Markets | 0.02% | Add +59.0% | 134,437 | $30.9M |
| Millennium Management | 0.02% | Add +129.3% | 134,039 | $30.8M |
| Nuveen, LLC | 0.01% | Reduce -4.9% | 124,649 | $28.7M |
| Quantinno Capital Management LP | 0.03% | Add +84.7% | 123,669 | $28.5M |
| HighTower Advisors, LLC | 0.03% | Add +2.6% | 121,962 | $28.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 117,632 | $27.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.4% | 117,804 | $27.1M |
| First Trust Advisors LP | 0.01% | Add +114.6% | 103,988 | $23.9M |
| Balyasny Asset Management L.P. | 0.04% | New | 99,341 | $22.9M |
| Barclays PLC | 0.01% | Reduce -23.4% | 98,906 | $22.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.9% | 92,107 | $21.2M |
| Mariner, LLC | 0.02% | Add +248.2% | 90,711 | $20.9M |
| SG Americas Securities, LLC | 0.01% | Add +25.1% | 88,744 | $20.4M |
| HSBC Holdings PLC | 0.01% | Reduce -3.0% | 87,108 | $20.0M |
| Two Sigma Investments, LP | 0.02% | Reduce -74.9% | 86,499 | $19.9M |
| Ninety One North America, Inc. | 0.91% | Reduce -3.6% | 84,770 | $19.5M |
| Natixis Advisors, LLC | 0.02% | Reduce -2.4% | 79,723 | $18.3M |
| Rhumbline Advisers | 0.01% | Reduce -10.1% | 77,559 | $17.8M |
| Citigroup Inc. | 0.01% | Add +94.1% | 75,765 | $17.4M |
| Vanguard Global Advisers, LLC | 0.01% | Reduce -5.1% | 74,939 | $17.2M |
| Distillate Capital Partners LLC | 0.89% | Add +2.5% | 74,654 | $17.2M |
| AE Wealth Management LLC | 0.08% | Add +3093.9% | 74,546 | $17.2M |
| Capricorn Fund Managers Ltd | 1.37% | New | 74,500 | $17.1M |
| Ieq Capital, LLC | 0.08% | New | 74,386 | $17.1M |
| Swiss National Bank | 0.01% | Reduce -0.3% | 73,160 | $16.8M |
| GW&K Investment Management, LLC | 0.13% | Reduce -6.8% | 69,756 | $16.0M |
| Alyeska Investment Group, L.P. | 0.04% | New | 67,534 | $15.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 66,554 | $15.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +11.2% | 65,443 | $15.1M |
| Legal & General Group Plc | 0.00% | Reduce -16.0% | 65,071 | $15.0M |
| Sone Capital Management, LLC | 1.13% | Reduce -3.0% | 64,630 | $14.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +1.4% | 63,478 | $14.7M |
| Royce & Associates LP | 0.12% | Reduce -3.4% | 62,914 | $14.5M |
| Amundi | 0.00% | Reduce -34.1% | 61,419 | $14.1M |
| Creative Planning | 0.01% | Add +75.0% | 60,404 | $13.9M |
| Trexquant Investment LP | 0.09% | Add +121.7% | 60,013 | $13.8M |
| Earnest Partners LLC | 0.05% | Add +41.0% | 58,865 | $13.5M |
| Monimus Capital Management, LP | 3.34% | Add +8.9% | 57,192 | $13.2M |
| Financial Strategies Group, Inc. | 2.02% | Reduce -3.6% | 51,249 | $12.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 54,704 | $12.6M |
| Westwood Holdings Group Inc. | 0.09% | Add +3.8% | 54,429 | $12.5M |
| Los Angeles Capital Management LLC | 0.05% | Reduce -60.5% | 53,485 | $12.3M |
| Hiddenite Capital Partners LP | 3.00% | New | 53,000 | $12.2M |
| Principal Financial Group Inc. | 0.01% | Add +14.0% | 51,556 | $11.9M |
| California Public Employees Retirement System | 0.01% | Reduce -30.6% | 51,067 | $11.7M |
| Willis Investment Counsel | 0.56% | Add +19.1% | 51,021 | $11.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +338.5% | 47,231 | $10.9M |
| Cerity Partners LLC | 0.01% | Add +226.2% | 46,932 | $10.8M |
| Mattern Capital Management, LLC | 1.26% | Add +0.3% | 46,828 | $10.8M |
| Capital Management Corp. | 1.60% | Add +8.2% | 46,286 | $10.6M |
| Franklin Resources Inc. | 0.00% | Add +52.0% | 45,489 | $10.5M |
| Saybrook Capital | 2.60% | Reduce -6.5% | 45,159 | $10.4M |
| Running Oak Capital LLC | 1.72% | Reduce -17.4% | 43,929 | $10.1M |
| Huntleigh Advisors, Inc. | 1.38% | Add +4.9% | 42,952 | $9.9M |
| California State Teachers Retirement System | 0.01% | Reduce -0.7% | 42,272 | $9.7M |
| Systematic Financial Management LP | 0.19% | Reduce -4.7% | 41,445 | $9.5M |
| American Capital Management Inc. | 0.42% | Reduce -4.7% | 40,986 | $9.4M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 43,065 | $9.3M |
| LPL Financial LLC | 0.00% | Reduce -28.4% | 38,479 | $8.9M |
| Stifel Financial Corp. | 0.01% | Reduce -15.0% | 38,430 | $8.8M |
| D. E. Shaw & Co. | 0.01% | Add +81.0% | 35,862 | $8.3M |
| New York State Teachers Retirement System | 0.02% | Add +3.2% | 35,513 | $8.2M |
| Algert Global LLC | 0.10% | Add +59.4% | 35,240 | $8.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +1.8% | 35,143 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -9.5% | 34,568 | $8.0M |
| Bridgewater Associates | 0.03% | New | 34,488 | $7.9M |
| American Century Companies Inc. | 0.00% | Add +156.7% | 34,378 | $7.9M |
| Banyan Capital Management, Inc. | 3.43% | Reduce -1.6% | 34,282 | $7.9M |
| Van Eck Associates Corp. | 0.00% | Reduce -5.0% | 34,151 | $7.9M |
| Gateway Investment Advisers LLC | 0.08% | Add +76.9% | 33,868 | $7.8M |
| Moran Wealth Management, LLC | 0.21% | Add +5.7% | 33,507 | $7.7M |
| GHP Investment Advisors, Inc. | 0.28% | Add +22.0% | 33,187 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +323.5% | 32,742 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +275.4% | 32,095 | $7.4M |
| Baker Avenue Asset Management, LP | 0.14% | Add +3.9% | 31,987 | $7.4M |
| Canada Pension Plan Investment Board | 0.00% | Add +13.2% | 31,860 | $7.3M |
| Barrier Capital Management, LLC | 5.33% | New | 31,696 | $7.3M |
| Quadrature Capital Ltd | 0.06% | Add +81.4% | 30,903 | $7.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -5.0% | 30,542 | $7.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 28,318 | $6.5M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +1209.5% | 27,500 | $6.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.9% | 27,064 | $6.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.3% | 26,483 | $6.1M |
| Schroder Investment Management Group | 0.00% | New | 25,964 | $6.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +10.3% | 25,879 | $6.0M |
| &partners | 0.02% | Add +15.5% | 24,168 | $5.6M |
| Birch Capital Management, LLC | 2.67% | Add +49.8% | 23,747 | $5.5M |
| Yousif Capital Management, LLC | 0.06% | Add +4.6% | 23,687 | $5.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +5.6% | 22,989 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -16.0% | 22,866 | $5.3M |
| Arax Advisory Partners | 0.03% | Add +172.2% | 22,672 | $5.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | Add +5161.2% | 22,623 | $5.2M |
| Hendershot Investments Inc. | 0.67% | Reduce -2.6% | 22,284 | $5.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +12.1% | 22,194 | $5.1M |
| Fiera Capital Corp | 0.02% | Reduce -91.9% | 21,648 | $5.0M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -28.7% | 21,530 | $5.0M |
| GQG Partners LLC | 0.01% | New | 21,296 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.6% | 21,127 | $4.9M |
| Capital Fund Management S.A. | 0.03% | Reduce -56.8% | 20,711 | $4.8M |
| Captrust Financial Advisors | 0.01% | Add +124.3% | 20,081 | $4.6M |
| Macquarie Group Ltd. | 0.02% | Add +1505.4% | 19,634 | $4.5M |
| Hendley & Co. Inc. | 1.56% | Reduce -3.5% | 19,128 | $4.4M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -3.5% | 18,722 | $4.3M |
| AdvisorShares Investments LLC | 0.51% | Reduce -18.4% | 18,482 | $4.3M |
| Truist Financial Corp. | 0.00% | Reduce -8.3% | 17,745 | $4.1M |
| Prudential Financial Inc. | 0.00% | Reduce -0.7% | 17,663 | $4.1M |
| Wendell David Associates Inc. | 0.43% | Reduce -0.6% | 17,546 | $4.0M |
| Corient Private Wealth LP | 0.01% | Add +149.1% | 17,088 | $3.9M |
| National Bank of Canada | 0.00% | Add +62.8% | 16,511 | $3.8M |
| Assenagon Asset Management S.A. | 0.00% | Add +89.4% | 16,465 | $3.8M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +2.7% | 16,431 | $3.8M |
| Deane Retirement Strategies, Inc. | 1.59% | New | 16,335 | $3.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.0% | 16,169 | $3.7M |
| Brown Advisory Inc. | 0.01% | Add +128.7% | 16,140 | $3.7M |
| Jupiter Topco LLC | 0.00% | — | 16,105 | $3.7M |
| Osaic Holdings, Inc. | 0.00% | Add +8.1% | 15,935 | $3.7M |
| Te Ahumairangi Investment Management Ltd | 0.59% | Reduce -7.8% | 15,817 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -93.9% | 15,712 | $3.6M |
| Marks Group Wealth Management, Inc | 0.31% | Reduce -34.8% | 15,590 | $3.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.8% | 15,420 | $3.5M |
| Guggenheim Capital LLC | 0.02% | Add +71.4% | 15,223 | $3.5M |
| Taylor Hoffman Capital Management LLC | 0.85% | Add +34.6% | 15,136 | $3.5M |
| L. Roy Papp & Associates, LLP | 0.36% | Reduce -3.1% | 14,896 | $3.4M |
| Focus Partners Wealth | 0.00% | Add +450.1% | 14,594 | $3.4M |
| Sei Investments Co. | 0.00% | Reduce -80.3% | 14,585 | $3.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -8.8% | 14,577 | $3.4M |
| Bannerstone Capital Management, LLC | 2.66% | No change | 13,729 | $3.2M |
| Interval Partners, LP | 0.10% | Reduce -37.0% | 13,569 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +126.0% | 13,492 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +70.0% | 13,134 | $3.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.1% | 12,988 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -8.6% | 12,899 | $3.0M |
| CastleKnight Management LP | 0.11% | No change | 12,700 | $2.9M |
| Handelsbanken Fonder AB | 0.01% | Reduce -8.0% | 12,631 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.9% | 12,575 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +254.8% | 12,337 | $2.8M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -19.7% | 12,133 | $2.8M |
| Regal Investment Advisors LLC | 0.15% | Reduce -0.7% | 12,125 | $2.8M |
| Fifth Third Bancorp | 0.00% | Reduce -0.3% | 12,038 | $2.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.12% | Reduce -6.9% | 11,829 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -7.8% | 11,762 | $2.7M |
| Nisa Investment Advisors, LLC | 0.01% | Add +3.4% | 11,409 | $2.6M |
| Merit Financial Group, LLC | 0.02% | Add +159.5% | 11,166 | $2.6M |
| Numerai GP LLC | 0.21% | Reduce -0.1% | 11,033 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -35.8% | 11,010 | $2.5M |
| BCGM Wealth Management, LLC | 0.53% | New | 10,992 | $2.5M |
| Azzad Asset Management Inc. | 0.22% | Add +205.8% | 10,991 | $2.5M |
| Natixis | 0.01% | New | 10,928 | $2.5M |
| Cibc World Market Inc. | 0.00% | Add +5.8% | 10,635 | $2.4M |
| Paralel Advisors LLC | 0.09% | New | 10,624 | $2.4M |
| Rafferty Asset Management, LLC | 0.01% | Add +17.7% | 10,611 | $2.4M |
| Banco Santander, S.A. | 0.02% | Add +24.8% | 10,571 | $2.4M |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 1.17% | — | 10,400 | $2.4M |
| Czech National Bank | 0.01% | Add +2.6% | 10,370 | $2.4M |
| Public Sector Pension Investment Board | 0.01% | Reduce -1.6% | 10,365 | $2.4M |
| XTX Topco Ltd | 0.03% | Reduce -46.3% | 10,295 | $2.4M |
| SIH Partners, LLLP | 0.10% | New | 10,269 | $2.4M |
| Sivia Capital Partners, LLC | 0.28% | New | 10,164 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -30.7% | 10,145 | $2.3M |
| Neuberger Berman Group LLC | 0.00% | Add +68.9% | 10,081 | $2.3M |
| Arizona State Retirement System | 0.01% | Reduce -1.4% | 10,052 | $2.3M |
| Truffle Hound Capital, LLC | 1.45% | New | 10,000 | $2.3M |
| IMC-Chicago, LLC | 0.02% | Add +186.9% | 9,782 | $2.3M |
| New York Life Investment Management LLC | 0.02% | Add +2.4% | 9,643 | $2.2M |
| Freestone Grove Partners LP | 0.01% | New | 9,470 | $2.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +0.4% | 9,461 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +69.1% | 9,427 | $2.2M |
| Summit Trail Advisors, LLC | 0.03% | Add +12.6% | 9,403 | $2.2M |
| Ensign Peak Advisors, Inc | 0.00% | Add +22.7% | 9,233 | $2.1M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +18.6% | 8,942 | $2.1M |
| Moore Capital Management, LP | 0.05% | New | 9,074 | $2.1M |
| Sora Investors LLC | 0.16% | New | 9,002 | $2.1M |
| Total Wealth Planning & Management, Inc. | 1.50% | Reduce -15.2% | 8,993 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +65.3% | 8,877 | $2.0M |
| AIMZ Investment Advisors, LLC | 0.56% | No change | 8,780 | $2.0M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,755 | $2.0M |
| Aurora Investment Counsel | 1.02% | Reduce -4.3% | 8,616 | $2.0M |
| Drucker Wealth 3.0, LLC | 0.31% | Add +32.6% | 8,519 | $2.0M |
| Parr McKnight Wealth Management Group, LLC | 0.23% | Add +0.1% | 8,514 | $2.0M |
| Harbor Capital Advisors, Inc. | 0.13% | New | 8,447 | $1.9M |
| Brighton Jones LLC | 0.04% | Add +402.8% | 8,361 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +22.5% | 8,351 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.2% | 8,330 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +52.6% | 8,304 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | No change | 8,280 | $1.9M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +1.1% | 8,180 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -6.9% | 8,047 | $1.9M |
| CIBC Asset Management Inc | 0.00% | Reduce -3.8% | 8,035 | $1.8M |
| Verition Fund Management LLC | 0.01% | Reduce -34.0% | 7,965 | $1.8M |
| Poehling Capital Management, INC. | 0.39% | Reduce -0.1% | 7,873 | $1.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -2.9% | 7,652 | $1.8M |
| Argo Wealth Advisory, LLC | 0.97% | Add +3.3% | 7,630 | $1.8M |
| Fairtree Asset Management (Pty) Ltd | 0.67% | No change | 7,602 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.7% | 7,511 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -7.9% | 7,507 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -8.7% | 7,417 | $1.7M |
| Toronto Dominion Bank | 0.00% | Reduce -29.0% | 7,358 | $1.7M |
| Tidal Investments LLC | 0.00% | Add +41.4% | 7,314 | $1.7M |
| Wedbush Securities Inc. | 0.04% | Add +6.0% | 7,248 | $1.7M |
| Nordea Investment Management AB | 0.00% | New | 7,245 | $1.7M |
| Voya Investment Management LLC | 0.00% | Reduce -3.4% | 7,160 | $1.6M |
| Alamar Capital Management, LLC | 0.83% | New | 7,145 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -59.0% | 6,479 | $1.6M |
| Morningstar Investment Management LLC | 0.10% | No change | 7,299 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -30.6% | 6,818 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.7% | 6,719 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -1.9% | 6,714 | $1.5M |
| NEOS Investment Management LLC | 0.01% | Add +18.1% | 6,387 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Add +87.1% | 6,358 | $1.5M |
| Rothschild Investment LLC | 0.05% | Add +1120.8% | 6,324 | $1.5M |
| MAI Capital Management | 0.01% | Add +282.8% | 6,267 | $1.4M |
| Bath Savings Trust Co | 0.15% | Reduce -42.1% | 6,213 | $1.4M |
| Coastal Bridge Advisors, LLC | 0.09% | Reduce -2.9% | 6,160 | $1.4M |
| Eukles Asset Management | 0.58% | Reduce -6.5% | 6,149 | $1.4M |
| Bright Rock Capital Management, LLC | 0.28% | No change | 6,000 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +126.8% | 5,989 | $1.4M |
| Taylor Frigon Capital Management LLC | 0.64% | Add +2.2% | 5,951 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +76.4% | 5,909 | $1.4M |
| Woodline Partners LP | 0.00% | Add +1.0% | 5,872 | $1.4M |
| TD Asset Management Inc | 0.00% | Reduce -8.5% | 5,804 | $1.3M |
| Third View Private Wealth, LLC | 0.16% | Reduce -5.3% | 5,766 | $1.3M |
| Vident Advisory, LLC | 0.01% | Reduce -23.6% | 5,667 | $1.3M |
| Nomura Holdings Inc. | 0.01% | Reduce -85.4% | 5,570 | $1.3M |
| Decatur Capital Management, Inc. | 0.43% | New | 5,500 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +31.7% | 5,399 | $1.2M |
| ICW Investment Advisors LLC | 0.43% | Reduce -0.7% | 5,358 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.7% | 5,323 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +9.1% | 5,269 | $1.2M |
| Skylands Capital, LLC | 0.15% | Add +12.8% | 5,300 | $1.2M |
| Spectrum Strategic Capital Management, LLC | 0.60% | New | 5,235 | $1.2M |
| Palisade Asset Management, LLC | 0.11% | Add +3.7% | 5,235 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | New | 5,113 | $1.2M |
| Allstate Corp. | 0.01% | Reduce -31.2% | 5,107 | $1.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -61.3% | 4,891 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +239.5% | 4,834 | $1.1M |
| Savvy Advisors, Inc. | 0.02% | Add +13.3% | 4,830 | $1.1M |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -0.8% | 4,824 | $1.1M |
| Lazard Asset Management LLC | 0.00% | New | 4,735 | $1.1M |
| Blair William & Co. | 0.00% | Add +166.5% | 4,707 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +79.7% | 4,436 | $1.1M |
| Oak Thistle LLC | 0.10% | Add +30.8% | 4,650 | $1.1M |
| Sepio Capital, LP | 0.05% | Reduce -5.5% | 4,592 | $1.1M |
| Lafayette Investments, Inc. | 0.19% | Add +0.5% | 4,548 | $1.0M |
| M&T Bank Corp | 0.00% | Reduce -34.6% | 4,521 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +5.5% | 4,480 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Reduce -3.6% | 4,420 | $1.0M |
| Bull Harbor Capital LLC | 0.20% | New | 4,348 | $1.0M |
| Krilogy Financial LLC | 0.03% | Add +142.1% | 4,338 | $998K |
| Mission Wealth Management, LP | 0.01% | Add +59.9% | 4,211 | $969K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -56.9% | 4,205 | $967K |
| Hunter Perkins Capital Management, LLC | 0.22% | Reduce -63.5% | 4,182 | $962K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | Add +196.1% | 4,146 | $954K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -23.8% | 4,138 | $952K |
| Xponance LLC | 0.01% | Reduce -7.5% | 4,112 | $946K |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -17.1% | 4,080 | $939K |
| Cascades Capital Asset Management, LLC | 0.35% | Add +0.0% | 4,043 | $930K |
| Longfellow Investment Management Co. LLC | 0.19% | No change | 4,000 | $920K |
| Global X Japan Co., Ltd. | 0.03% | Add +7.8% | 3,951 | $909K |
| MML Investors Services, LLC | 0.00% | Reduce -2.5% | 3,931 | $904K |
| Ethic Inc. | 0.01% | Add +94.8% | 3,913 | $900K |
| Dean Investment Associates, LLC | 0.12% | Add +4.5% | 3,898 | $897K |
| Caitlin John, LLC | 0.49% | Add +150.2% | 3,865 | $889K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +29.6% | 3,834 | $882K |
| Chicago Capital, LLC | 0.02% | No change | 3,791 | $872K |
| Coldstream Capital Management Inc. | 0.01% | Add +12.3% | 3,789 | $872K |
| Pallas Capital Advisors LLC | 0.03% | New | 3,779 | $869K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.9% | 3,751 | $863K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,750 | $863K |
| Glenmede Trust Co. NA | 0.00% | Add +24.5% | 3,684 | $848K |
| Advisory Alpha, LLC | 0.02% | Add +56.0% | 3,669 | $844K |
| Penserra Capital Management LLC | 0.01% | Reduce -11.1% | 3,561 | $818K |
| Commerce Bank | 0.00% | Add +3.6% | 3,546 | $816K |
| Indivisible Partners | 0.05% | Add +14.3% | 3,535 | $813K |
| United Capital Financial Advisors, LLC | 0.00% | Add +14.1% | 3,465 | $797K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.5% | 3,421 | $787K |
| Bridgefront Capital, LLC | 0.21% | Add +218.2% | 3,398 | $782K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -21.8% | 3,348 | $770K |
| Man Group plc | 0.00% | Reduce -96.2% | 3,340 | $768K |
| Norden Group LLC | 0.06% | Add +147.8% | 3,340 | $768K |
| Benjamin Edwards Inc. | 0.01% | Add +142.8% | 3,324 | $765K |
| Evolve Private Wealth, LLC | 0.05% | New | 3,315 | $763K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -83.8% | 3,280 | $755K |
| Ilex Capital Partners (UK) LLP | 0.02% | New | 3,237 | $745K |
| Linden Thomas Advisory Services, LLC | 0.06% | Reduce -52.8% | 3,224 | $742K |
| Pacer Advisors, Inc. | 0.00% | Reduce -15.9% | 3,181 | $732K |
| Ridgewood Investments LLC | 0.27% | Reduce -1.6% | 3,168 | $729K |
| Daiwa Securities Group Inc. | 0.00% | Add +4.2% | 3,150 | $725K |
| Lido Advisors, LLC | 0.00% | Add +160.6% | 3,130 | $720K |
| denkapparat Operations GmbH | 0.23% | No change | 3,088 | $710K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -1.9% | 3,088 | $710K |
| Neo Ivy Capital Management | 0.16% | New | 3,076 | $708K |
| Guardian Wealth Advisors, LLC | 0.35% | Add +7.2% | 3,048 | $701K |
| PDT Partners, LLC | 0.04% | New | 3,000 | $690K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.7% | 2,960 | $681K |
| Mitchell & Pahl Private Wealth, LLC | 0.25% | Add +6.0% | 2,958 | $681K |
| Portside Wealth Group, LLC | 0.08% | Add +18.2% | 2,946 | $678K |
| Spinnaker Trust | 0.03% | Add +0.0% | 2,903 | $668K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 2,892 | $665K |
| Advyzon Investment Management, LLC | 0.05% | Add +0.6% | 2,886 | $664K |
| Waddell & Associates, LLC | 0.03% | New | 2,869 | $660K |
| Credit Agricole S A | 0.00% | Add +31.4% | 2,865 | $659K |
| Mizuho Securities USA LLC | 0.01% | Add +27.1% | 2,852 | $656K |
| Radnor Capital Management, LLC | 0.09% | Add +0.9% | 2,845 | $655K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | Reduce -1.1% | 2,785 | $641K |
| Sage Private Wealth Group, LLC | 0.28% | Reduce -4.2% | 2,752 | $633K |
| Arkadios Wealth Advisors | 0.01% | Reduce -9.7% | 2,750 | $633K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 2,653 | $610K |
| CI Investments Inc. | 0.00% | Add +49.0% | 2,596 | $597K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 2,588 | $595K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +36.5% | 2,580 | $594K |
| Allworth Financial LP | 0.00% | Add +224.4% | 2,566 | $590K |
| Wakefield Asset Management LLLP | 0.13% | New | 2,566 | $590K |
| Mather Group, Llc. | 0.01% | Add +7.3% | 2,562 | $589K |
| Apollon Wealth Management, LLC | 0.01% | Add +75.1% | 2,543 | $585K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.3% | 2,539 | $584K |
| Logan Capital Management Inc. | 0.02% | — | 2,535 | $583K |
| Henshaw Capital LLC | 0.02% | Add +0.5% | 2,531 | $582K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -64.8% | 2,518 | $579K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -42.5% | 2,515 | $579K |
| Private Advisor Group, LLC | 0.00% | Add +15.6% | 2,488 | $572K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -6.6% | 2,474 | $569K |
| Citizens Financial Group Inc. | 0.01% | New | 2,439 | $561K |
| Kesler, Norman & Wride, LLC | 0.09% | Reduce -1.7% | 2,423 | $558K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -76.5% | 2,410 | $554K |
| Empirical Asset Management, LLC | 0.12% | Add +6.4% | 2,399 | $552K |
| Connable Office Inc. | 0.05% | No change | 2,390 | $550K |
| Independent Advisor Alliance | 0.01% | Reduce -1.6% | 2,331 | $536K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,213 | $535K |
| Fideuram Asset Management (Ireland) dac | 0.01% | New | 2,365 | $535K |
| AlphaCore Capital LLC | 0.01% | New | 2,310 | $531K |
| Savant Capital, LLC | 0.00% | Add +23.5% | 2,275 | $525K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -2.2% | 2,278 | $524K |
| Caerus Investment Advisors, LLC | 0.17% | Add +133.0% | 2,251 | $518K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | No change | 2,239 | $515K |
| D.B. Root & Company, LLC | 0.11% | Reduce -11.2% | 2,235 | $514K |
| Amica Mutual Insurance Co. | 0.04% | Add +86.8% | 2,216 | $510K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.7% | 2,198 | $506K |
| Eads & Heald Wealth Management | 0.25% | Reduce -7.7% | 2,194 | $505K |
| Coppell Advisory Solutions LLC | 0.04% | New | 6 | $505K |
| Vise Technologies, Inc. | 0.01% | Add +85.6% | 2,186 | $503K |
| Stiles Financial Services Inc | 0.13% | Reduce -23.2% | 2,173 | $500K |
| Daymark Wealth Partners, LLC | 0.01% | Add +44.2% | 2,146 | $494K |
| Praxis Investment Management Inc. | 0.03% | No change | 2,139 | $492K |
| Ahara Advisors LLC | 0.33% | Add +19.7% | 2,123 | $488K |
| Prospera Financial Services Inc | 0.01% | Add +1.1% | 2,110 | $487K |
| Marathon Capital Management | 0.10% | Add +63.2% | 2,096 | $482K |
| Venturi Wealth Management, LLC | 0.02% | Add +14.1% | 2,077 | $478K |
| Seelaus Asset Management LLC | 0.34% | Reduce -3.5% | 2,071 | $476K |
| Teacher Retirement System of Texas | 0.00% | New | 2,065 | $475K |
| Wedmont Private Capital | 0.01% | Add +37.1% | 1,872 | $463K |
| Hartford Investment Management Co. | 0.01% | Reduce -4.1% | 2,007 | $462K |
| Vinva Investment Management Ltd | 0.00% | New | 1,339 | $455K |
| Transcend Capital Advisors, LLC | 0.03% | New | 1,969 | $453K |
| Milestone Asset Management Group, LLC | 0.23% | Reduce -0.1% | 1,968 | $453K |
| Argent Capital Management LLC | 0.01% | No change | 1,955 | $450K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -63.1% | 1,938 | $446K |
| Louisiana State Employees Retirement System | 0.01% | No change | 1,900 | $437K |
| Utah Retirement Systems | 0.00% | Reduce -5.9% | 1,889 | $435K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,873 | $431K |
| Caxton Associates LLP | 0.01% | Reduce -91.7% | 1,869 | $430K |
| Kintegral Advisory, LLC | 0.03% | No change | 1,864 | $429K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -60.8% | 1,849 | $425K |
| Asset Management One Co., Ltd. | 0.00% | Add +0.6% | 1,840 | $423K |
| KBC Group NV | 0.00% | No change | 1,814 | $417K |
| Perigon Wealth Management, LLC | 0.01% | Add +28.0% | 1,807 | $416K |
| Argonautica Private Wealth Management, Inc. | 0.10% | Add +5.3% | 1,804 | $415K |
| New Mexico Educational Retirement Board | 0.01% | Add +5.9% | 1,800 | $414K |
| Mutual Advisors, LLC | 0.01% | Reduce -7.3% | 1,799 | $414K |
| Valmark Advisers, Inc. | 0.00% | Reduce -5.0% | 1,783 | $410K |
| Bank of Nova Scotia | 0.00% | Reduce -36.3% | 1,776 | $409K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +156.1% | 1,767 | $407K |
| Squarepoint Ops LLC | 0.00% | Reduce -96.0% | 1,733 | $399K |
| Leonteq Securities AG | 0.02% | Reduce -0.7% | 1,715 | $395K |
| D.A. Davidson & Co. | 0.00% | Add +1.9% | 1,706 | $393K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -72.3% | 1,702 | $392K |
| Legacy Financial Advisors, Inc. | 0.05% | Add +83.7% | 1,699 | $391K |
| SlateStone Wealth, LLC | 0.03% | Add +4.6% | 1,700 | $391K |
| Composition Wealth, LLC | 0.00% | Add +19.6% | 1,697 | $390K |
| GAMMA Investing LLC | 0.01% | Add +6.1% | 1,688 | $388K |
| LB Partners LLC | 0.26% | New | 1,685 | $388K |
| VestGen Advisors, LLC | 0.01% | Add +39.9% | 1,680 | $386K |
| DNB Asset Management AS | 0.00% | Reduce -25.6% | 1,678 | $386K |
| AlphaGrep UK Ltd | 0.12% | New | 1,644 | $378K |
| Alpha Family Trust | 0.15% | Add +50.0% | 1,635 | $376K |
| Ritholtz Wealth Management | 0.01% | New | 1,633 | $376K |
| Modern Wealth Management, LLC | 0.00% | New | 1,631 | $375K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 1,625 | $374K |
| TD Waterhouse Canada Inc. | 0.00% | Add +872.4% | 1,517 | $372K |
| Curi Capital, LLC | 0.01% | New | 1,608 | $370K |
| Aigen Investment Management, LP | 0.10% | New | 1,599 | $368K |
| Aberdeen Group plc | 0.00% | Reduce -54.9% | 1,599 | $368K |
| Naples Global Advisors, LLC | 0.02% | Reduce -37.6% | 1,578 | $363K |
| Jag Capital Management, LLC | 0.03% | New | 1,574 | $362K |
| Clearstead Advisors, LLC | 0.00% | Add +56.8% | 1,573 | $362K |
| Bessemer Group Inc. | 0.00% | Add +34.9% | 1,566 | $361K |
| Harrell Investment Partners, LLC | 0.08% | Add +11.2% | 1,561 | $359K |
| JGP Wealth Management, LLC | 0.03% | No change | 1,550 | $357K |
| Norinchukin Bank, The | 0.00% | Reduce -22.2% | 1,544 | $355K |
| Proficio Capital Partners LLC | 0.01% | New | 1,531 | $352K |
| Core Alternative Capital | 0.10% | Reduce -73.4% | 1,510 | $347K |
| Anchor Capital Advisors LLC | 0.01% | No change | 1,500 | $345K |
| Horizon Investments, LLC | 0.00% | Add +9.9% | 1,493 | $344K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.5% | 1,491 | $343K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 1,465 | $337K |
| Nykredit A/S | 0.00% | — | 1,464 | $337K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,463 | $337K |
| Fielder Capital Group LLC | 0.07% | Add +35.6% | 1,461 | $336K |
| MUFG Securities EMEA plc | 0.00% | Reduce -5.4% | 1,453 | $334K |
| Callan Family Office, LLC | 0.01% | Add +10.5% | 1,450 | $334K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -0.6% | 1,435 | $330K |
| Westpac Banking Corp. | 0.02% | New | 1,430 | $329K |
| Perpetual Ltd | 0.00% | New | 1,430 | $329K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,404 | $323K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.9% | 1,403 | $323K |
| Keybank National Association | 0.00% | New | 1,400 | $322K |
| Jain Global LLC | 0.00% | New | 1,389 | $320K |
| Wealthfront Advisers LLC | 0.00% | Reduce -10.3% | 1,389 | $320K |
| Wick Capital Partners, LLC | 0.05% | New | 1,351 | $311K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,336 | $307K |
| West Family Investments, Inc. | 0.09% | New | 1,330 | $306K |
| Summitry LLC | 0.01% | Add +26.1% | 1,327 | $305K |
| Certuity, LLC | 0.01% | Add +29.8% | 1,326 | $305K |
| Farther Finance Advisors, LLC | 0.00% | Add +102.9% | 1,323 | $305K |
| Advisortrust Partners, LLC | 0.10% | Add +6.0% | 1,325 | $305K |
| Alhambra Investment Management LLC | 0.13% | Reduce -0.6% | 1,324 | $305K |
| Midway Capital Research & Management | 0.24% | Add +7.8% | 1,321 | $304K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,321 | $304K |
| Ballentine Partners, LLC | 0.00% | Add +14.0% | 1,309 | $301K |
| Randall & Associates Wealth Management | 0.19% | Add +3.8% | 1,306 | $300K |
| South Dakota Investment Council | 0.01% | Reduce -7.1% | 1,300 | $299K |
| New Wave Wealth Advisors LLC | 0.08% | Add +35.0% | 1,299 | $299K |
| One Wealth Capital Management, LLC | 0.08% | New | 1,290 | $297K |
| Hudson Portfolio Management LLC | 0.22% | New | 1,275 | $293K |
| Kera Capital Partners, Inc. | 0.03% | New | 1,275 | $293K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,254 | $289K |
| Mackenzie Financial Corp. | 0.00% | Reduce -62.9% | 1,238 | $285K |
| Karani Asset Management LLC | 0.21% | Reduce -30.0% | 1,237 | $285K |
| Regions Financial Corp. | 0.00% | Reduce -31.3% | 1,236 | $284K |
| MCF Advisors LLC | 0.01% | Reduce -27.1% | 1,231 | $283K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -14.4% | 1,212 | $279K |
| Weiss Asset Management LP | 0.00% | New | 1,199 | $276K |
| Parcion Private Wealth LLC | 0.02% | New | 1,189 | $274K |
| Drive Wealth Management, LLC | 0.05% | New | 1,187 | $273K |
| QTR Family Wealth, LLC | 0.10% | New | 1,187 | $273K |
| Ofi Invest Asset Management | 0.00% | No change | 1,185 | $273K |
| Riversedge Advisors, LLC | 0.04% | New | 1,180 | $271K |
| National Wealth Management Group, LLC | 0.08% | Reduce -2.5% | 1,175 | $270K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Reduce -1.7% | 1,167 | $269K |
| Ashton Thomas Securities, LLC | 0.04% | Add +11.9% | 1,165 | $268K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -6.9% | 1,154 | $265K |
| Winthrop Capital Management, LLC | 0.06% | Add +0.7% | 1,151 | $265K |
| Baker Tilly Wealth Management, LLC | 0.06% | New | 1,146 | $264K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +23.2% | 1,143 | $263K |
| Empowered Funds, LLC | 0.00% | New | 1,143 | $263K |
| CWA Asset Management Group, LLC | 0.01% | Add +1.8% | 1,140 | $262K |
| Parallel Advisors, LLC | 0.00% | Add +44.4% | 1,138 | $262K |
| Soltis Investment Advisors LLC | 0.01% | New | 1,130 | $260K |
| Snowden Capital Advisors LLC | 0.01% | Add +15.0% | 1,127 | $259K |
| Revisor Wealth Management LLC | 0.06% | Reduce -6.2% | 1,126 | $259K |
| Catalyst Financial Partners LLC | 0.03% | New | 1,120 | $258K |
| North Dakota State Investment Board | 0.01% | Add +1.8% | 1,114 | $256K |
| Fiduciary Trust Co | 0.00% | Add +7.4% | 1,114 | $256K |
| Fulcrum Wealth Advisors, LLC | 0.19% | New | 1,105 | $254K |
| Mufg Securities Americas Inc. | 0.01% | Add +6.8% | 1,097 | $252K |
| Eurizon SLJ Capital Ltd | 0.09% | Reduce -68.3% | 1,096 | $252K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.6% | 1,072 | $247K |
| Exchange Traded Concepts, LLC | 0.00% | Add +15.3% | 1,069 | $246K |
| Rothschild Wealth LLC | 0.02% | New | 1,057 | $243K |
| Claret Asset Management Corp | 0.03% | New | 1,047 | $241K |
| Applied Finance Capital Management, LLC | 0.02% | Reduce -22.5% | 1,044 | $240K |
| Harbor Investment Advisory, LLC | 0.02% | Add +13.0% | 1,040 | $239K |
| Securian Asset Management, Inc. | 0.01% | Reduce -9.8% | 921 | $238K |
| Journey Retirement Planning & Investment Management LLC | 0.19% | Add +1.6% | 1,033 | $238K |
| Procyon Advisors, LLC | 0.01% | Reduce -28.6% | 1,030 | $237K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 1,024 | $236K |
| IFP Advisors, Inc | 0.00% | Add +2.9% | 1,021 | $235K |
| Nilsine Partners, LLC | 0.02% | Reduce -0.4% | 1,020 | $235K |
| FIL Ltd | 0.00% | New | 1,018 | $234K |
| Signaturefd, LLC | 0.00% | Reduce -1.6% | 1,011 | $233K |
| Avior Wealth Management, LLC | 0.01% | Add +0.4% | 1,010 | $232K |
| Wincap Financial LLC | 0.12% | New | 1,005 | $231K |
| Empirical Finance, LLC | 0.01% | Add +4.7% | 1,004 | $231K |
| Brown Brothers Harriman & Co. | 0.00% | Add +13.7% | 989 | $228K |
| Simplicity Wealth,LLC | 0.01% | New | 986 | $227K |
| Mayflower Financial Advisors, LLC | 0.02% | Reduce -19.8% | 986 | $227K |
| Silver Lake Advisory, LLC | 0.08% | No change | 981 | $226K |
| Dakota Wealth Management | 0.00% | Add +0.2% | 980 | $225K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.01% | No change | 978 | $225K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 975 | $224K |
| Mainsail Asset Management, LLC | 0.09% | New | 867 | $224K |
| LightSquare Wealth Management, LLC | 0.15% | New | 971 | $223K |
| Layline Advisors, LLC | 0.20% | Reduce -23.6% | 960 | $221K |
| Compound Planning, Inc. | 0.01% | New | 957 | $220K |
| Sovran Advisors, LLC | 0.02% | New | 772 | $219K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 943 | $217K |
| Plan Group Financial, LLC | 0.04% | New | 939 | $216K |
| Stephens Inc. | 0.00% | New | 932 | $214K |
| Larson Financial Group LLC | 0.01% | Reduce -29.4% | 928 | $213K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 922 | $212K |
| Meeder Advisory Services, Inc. | 0.01% | New | 910 | $209K |
| IFG Advisory, LLC | 0.01% | New | 906 | $208K |
| West Bancorporation Inc. | 0.09% | Reduce -3.2% | 902 | $208K |
| Tandem Investment Advisors, Inc. | 0.01% | Reduce -5.4% | 900 | $207K |
| Ascent Group, LLC | 0.01% | New | 897 | $206K |
| Essential Partners LLC | 0.09% | Add +516.5% | 894 | $206K |
| Kathmere Capital Management, LLC | 0.01% | New | 883 | $203K |
| Greenleaf Trust | 0.00% | New | 882 | $203K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 864 | $199K |
| Ninety One SA (Pty) Ltd | 0.01% | No change | 821 | $189K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 820 | $189K |
| Grove Bank & Trust | 0.02% | Reduce -5.4% | 790 | $182K |
| Huntington National Bank | 0.00% | Add +61.8% | 775 | $178K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -39.9% | 770 | $177K |
| STRS Ohio | 0.00% | Reduce -14.8% | 763 | $176K |
| Federated Hermes, Inc. | 0.00% | Add +371.8% | 736 | $169K |
| Basecamp Wealth Advisors LLC | 0.03% | Add +15.0% | 706 | $162K |
| Hantz Financial Services, Inc. | 0.00% | Add +71.2% | 702 | $162K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Add +0.4% | 703 | $162K |
| Bullock Wealth Management Group | 0.07% | Add +0.2% | 646 | $159K |
| Global Retirement Partners, LLC | 0.00% | — | 670 | $154K |
| Tema ETFs LLC | 0.01% | Add +8.1% | 669 | $154K |
| Fulcrum Asset Management LLP | 0.01% | New | 633 | $148K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.0% | 627 | $144K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -2.8% | 550 | $142K |
| TD Private Client Wealth LLC | 0.00% | Add +4257.1% | 610 | $140K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.9% | 573 | $132K |
| HM Payson & Co. | 0.00% | Reduce -27.0% | 541 | $124K |
| Blue Trust, Inc. | 0.00% | Add +213.4% | 539 | $124K |
| SouthState Bank Corp | 0.01% | Add +1102.3% | 529 | $122K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 513 | $118K |
| Globeflex Capital L P | 0.01% | No change | 499 | $115K |
| Lanark Financial, Inc. | 0.01% | Add +1.2% | 498 | $115K |
| Storebrand Asset Management As | 0.00% | Reduce -18.4% | 471 | $108K |
| UMB Bank, n.a. | 0.00% | Add +3.9% | 458 | $105K |
| Delta Asset Management LLC | 0.01% | No change | 450 | $104K |
| Whittier Trust Co. | 0.00% | Reduce -7.9% | 408 | $103K |
| True Wealth Design, LLC | 0.02% | Add +820.8% | 442 | $102K |
| SJS Investment Consulting Inc. | 0.01% | Add +62.3% | 435 | $100K |
| CoreCap Advisors, LLC | 0.00% | Reduce -11.3% | 434 | $100K |
| Optiver Holding B.V. | 0.00% | New | 428 | $98K |
| Employees Retirement System of Texas | 0.00% | New | 424 | $98K |
| Estabrook Capital Management | 0.01% | No change | 425 | $98K |
| Private Wealth Asset Management, LLC | 0.01% | Add +2025.0% | 425 | $98K |
| Walleye Capital LLC | 0.00% | Reduce -23.3% | 350 | $81K |
| Covestor Ltd | 0.04% | Add +14.7% | 304 | $70K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +20.1% | 299 | $69K |
| Manchester Capital Management LLC | 0.01% | Reduce -86.7% | 297 | $68K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +4.3% | 292 | $67K |
| Zions Bancorporation, National Association | 0.00% | Add +2.5% | 291 | $67K |
| Danske Bank A/S | 0.00% | No change | 280 | $64K |
| Quarry LP | 0.01% | Add +112.7% | 268 | $62K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -4.0% | 265 | $61K |
| Versant Capital Management, Inc | 0.01% | Reduce -49.6% | 262 | $60K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 260 | $60K |
| CX Institutional | 0.00% | Add +75.7% | 239 | $55K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +13.3% | 239 | $55K |
| Assetmark, Inc. | 0.00% | Reduce -11.2% | 222 | $51K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -53.8% | 200 | $46K |
| USA Financial Formulas | 0.01% | — | 187 | $43K |
| Rossby Financial, LCC | 0.01% | Reduce -43.7% | 187 | $43K |
| Owl Creek Wealth Partners LLC | 0.01% | Add +27.6% | 185 | $43K |
| Parkside Financial Bank & Trust | 0.00% | Add +31.2% | 181 | $42K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -25.9% | 180 | $41K |
| Private Trust Co. NA | 0.00% | Reduce -15.2% | 173 | $40K |
| Horizon Financial Services, LLC | 0.02% | Add +68.6% | 172 | $40K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 172 | $40K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +23.7% | 167 | $38K |
| Union Bancaire Privee, UBP SA | 0.00% | New | 182 | $38K |
| Montag A & Associates Inc. | 0.00% | No change | 163 | $37K |
| Cheviot Value Management, LLC | 0.00% | Add +196.1% | 151 | $35K |
| Hilltop National Bank | 0.01% | No change | 150 | $35K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -13.9% | 143 | $33K |
| Stone House Investment Management, LLC | 0.00% | New | 137 | $32K |
| Activest Wealth Management | 0.01% | Add +181.4% | 121 | $28K |
| Kemnay Advisory Services Inc. | 0.00% | Add +3.5% | 120 | $28K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -1.7% | 114 | $26K |
| Bokf, NA | 0.00% | New | 112 | $26K |
| Ossiam | 0.00% | New | 110 | $25K |
| Trust Co | 0.00% | No change | 108 | $25K |
| Bogart Wealth, LLC | 0.00% | Add +10.3% | 107 | $25K |
| CYBER HORNET ETFs LLC | 0.01% | Reduce -3.9% | 98 | $23K |
| Caldwell Trust Co | 0.00% | Reduce -73.4% | 95 | $22K |
| First Community Trust NA | 0.01% | No change | 93 | $21K |
| Acadian Asset Management LLC | 0.00% | Reduce -99.1% | 93 | $21K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 90 | $21K |
| Dogwood Wealth Management LLC | 0.01% | Add +143.8% | 78 | $18K |
| Quent Capital, LLC | 0.00% | No change | 75 | $17K |
| Hartford Financial Management Inc. | 0.00% | No change | 75 | $17K |
| Community Bank, N.A. | 0.00% | No change | 74 | $17K |
| Smithfield Trust Co | 0.00% | No change | 74 | $17K |
| Salomon & Ludwin, LLC | 0.00% | Add +11.3% | 69 | $17K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2.8% | 73 | $17K |
| Motco | 0.00% | No change | 67 | $15K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 66 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -3.2% | 61 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -1.7% | 59 | $14K |
| Bayban | 0.01% | No change | 58 | $13K |
| CENTRAL TRUST Co | 0.00% | Reduce -32.0% | 53 | $12K |
| First United Bank & Trust | 0.00% | No change | 50 | $12K |
| Rakuten Securities, Inc. | 0.00% | Reduce -10.7% | 50 | $12K |
| Korea Investment CORP | 0.00% | No change | 50 | $12K |
| Bare Financial Services, Inc | 0.00% | Add +4.3% | 49 | $11K |
| Highline Wealth Partners LLC | 0.00% | Add +4.3% | 48 | $11K |
| Spire Wealth Management | 0.00% | Add +2.2% | 47 | $11K |
| MV Capital Management, Inc. | 0.00% | Reduce -17.5% | 47 | $11K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -52.6% | 45 | $11K |
| Harbour Investments, Inc. | 0.00% | Reduce -40.3% | 46 | $11K |
| Continuum Advisory, LLC | 0.00% | New | 43 | $10K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 42 | $10K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 40 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 40 | $9K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -88.7% | 40 | $9K |
| CVA Family Office, LLC | 0.00% | Reduce -73.0% | 38 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 35 | $8K |
| Crews Bank & Trust | 0.00% | No change | 35 | $8K |
| Altshuler Shaham Ltd | 0.00% | Add +6.1% | 35 | $8K |
| NBH Bank | 0.00% | — | 33 | $8K |
| Lodestone Wealth Management LLC | 0.00% | No change | 33 | $8K |
| Aspect Partners, LLC | 0.00% | Add +700.0% | 32 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 31 | $7K |
| Piscataqua Savings Bank | 0.00% | No change | 29 | $7K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 29 | $7K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 27 | $6K |
| S&T Bank | 0.00% | No change | 27 | $6K |
| Clean Yield Group | 0.00% | No change | 27 | $6K |
| Colonial Trust Advisors | 0.00% | New | 27 | $6K |
| Marshall Investment Management, LLC | 0.00% | New | 26 | $6K |
| TD Capital Management LLC | 0.00% | No change | 25 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 23 | $5K |
| SHP Wealth Management | 0.00% | Add +46.7% | 22 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +2100.0% | 22 | $5K |
| LRI Investments, LLC | 0.00% | Reduce -38.2% | 21 | $5K |
| Ankerstar Wealth, LLC | 0.00% | No change | 21 | $5K |
| Napier Financial, LLC | 0.00% | No change | 20 | $5K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -28.6% | 20 | $5K |
| Sachetta, LLC | 0.00% | Reduce -5.0% | 19 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +280.0% | 19 | $4K |
| Align Financial, LLC | 0.00% | No change | 18 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 18 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -16.7% | 15 | $3K |
| JPL Wealth Management, LLC | 0.00% | No change | 15 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 15 | $3K |
| Buck Wealth Strategies, LLC | 0.00% | New | 14 | $3K |
| Centennial Bank | 0.00% | No change | 13 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 13 | $3K |
| Cromwell Holdings LLC | 0.00% | Reduce -86.2% | 12 | $3K |
| J.Safra Asset Management Corp | 0.00% | No change | 12 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 12 | $3K |
| Planning Strategies Inc. | 0.00% | — | 11 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -78.4% | 11 | $3K |
| DT Investment Partners, LLC | 0.00% | Reduce -86.3% | 11 | $3K |
| Colonial Trust Co / SC | 0.00% | Reduce -78.4% | 11 | $3K |
| Winch Advisory Services, LLC | 0.00% | No change | 10 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 10 | $2K |
| City State Bank | 0.00% | No change | 10 | $2K |
| Country Trust Bank | 0.00% | No change | 10 | $2K |
| Simplex Trading, LLC | 0.00% | New | 10 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 9 | $2K |
| Avion Wealth | 0.00% | No change | 12 | $2K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.00% | No change | 8 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 8 | $2K |
| Summit Securities Group LLC | 0.00% | Add +33.3% | 8 | $2K |
| Park Place Capital Corp | 0.00% | No change | 8 | $2K |
| First Horizon Corp. | 0.00% | Reduce -91.7% | 8 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 8 | $2K |
| NFSG Corp | 0.00% | No change | 7 | $2K |
| Kilter Group LLC | 0.00% | No change | 7 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 7 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +40.0% | 7 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 7 | $2K |
| Burkett Financial Services, LLC | 0.00% | No change | 6 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 6 | $1K |
| Monetary Solutions, Ltd | 0.00% | No change | 6 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 6 | $1K |
| Princeton Global Asset Management LLC | 0.00% | New | 6 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +25.0% | 5 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 5 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 5 | $1K |
| Gill Capital Partners, LLC | 0.00% | No change | 5 | $1K |
| Triumph Capital Management | 0.00% | No change | 5 | $1K |
| American National Bank & Trust | 0.00% | New | 5 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -87.8% | 6 | $1K |
| Quaker Wealth Management, LLC | 0.00% | No change | 4 | $921 |
| American Capital Advisory, LLC | 0.00% | No change | 4 | $921 |
| HFM Investment Advisors, LLC | 0.00% | New | 4 | $921 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -20.0% | 4 | $921 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 4 | $921 |
| Granite FO LLC | 0.00% | No change | 4 | $920 |
| Tidemark, LLC | 0.00% | No change | 4 | $920 |
| Synergy Investment Management, LLC | 0.00% | New | 4 | $920 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -71.4% | 4 | $920 |
| Addison Advisors LLC | 0.00% | Reduce -98.7% | 3 | $691 |
| WealthCollab, LLC | 0.00% | New | 3 | $691 |
| Financial Consulate, Inc. | 0.00% | No change | 3 | $691 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $690 |
| Creative Capital Management Investments LLC | 0.00% | New | 3 | $690 |
| Nvwm, LLC | 0.00% | No change | 3 | $690 |
| Fortitude Family Office, LLC | 0.00% | Reduce -25.0% | 3 | $690 |
| Dunhill Financial, LLC | 0.00% | Add +100.0% | 2 | $550 |
| Signature Equity Partners, LLC | 0.00% | No change | 2 | $464 |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 2 | $463 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $461 |
| Cornerstone Financial Management LLC | 0.00% | New | 2 | $460 |
| Strengthening Families & Communities, LLC | 0.00% | New | 2 | $460 |
| Investors Portfolio Services LLC | 0.00% | No change | 2 | $437 |
| Kozak & Associates, Inc. | 0.00% | New | 1 | $247 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $246 |
| Salem Investment Counselors Inc. | 0.00% | No change | 1 | $231 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $231 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $230 |
| MidFirst Bank | 0.00% | No change | 1 | $230 |
| Y.D. More Investments Ltd | 0.00% | Reduce -4.2% | 23 | $18 |
| Evolution Advisers, Inc. | 0.00% | New | 1 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $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.