Ferguson EnterprisesFERG
13F holders, Q2 2025 (June 30)782holders +69
151new positions
83sold out
10famous investors
$217.20avg. 13F price*
At the end of Q2 2025, 782 institutions reported holding Ferguson Enterprises Inc. (FERG) in their 13F filings, up 69 from Q1 2025. 151 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock, Inc. ($2.4B) and Bank of New York Mellon Corp ($1.7B). 10 famous investors held it, including Seth Klarman (6.0% of Baupost Group's portfolio), Gavin Baker (1.8% of Atreides Management's portfolio) and Francois Rochon (0.3% of Giverny Capital's portfolio).
- Company
- Ferguson Enterprises Inc.
- Sector
- Miscellaneous
- CUSIP
- 31488V107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 151 | $945.8M |
| Exits | 83 | $501.5M |
All 13F filers, Q1 2025 → Q2 2025: 17,968,609 shares bought and 15,438,543 shares sold, net +2,530,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 782 holders
| Vanguard Group Inc. | 0.07% | Add +0.9% | 19,341,871 | $4.2B |
| BlackRock, Inc. | 0.05% | Reduce -3.3% | 10,896,814 | $2.4B |
| Bank of New York Mellon Corp | 0.32% | Add +0.4% | 7,687,611 | $1.7B |
| Janus Henderson Group PLC | 0.64% | Add +8.4% | 6,031,034 | $1.3B |
| Invesco Ltd. | 0.21% | Reduce -16.5% | 5,695,238 | $1.2B |
| FMR LLC | 0.07% | Reduce -33.6% | 5,681,731 | $1.2B |
| T. Rowe Price Investment Management, Inc. | 0.75% | Add +30.6% | 5,438,684 | $1.2B |
| State Street Corp. | 0.04% | Reduce -1.2% | 4,356,374 | $952.3M |
| Franklin Resources Inc. | 0.25% | Add +39.3% | 4,255,661 | $926.8M |
| Soroban Capital Partners LP | 7.87% | Add +2.8% | 3,705,056 | $806.8M |
| Goldman Sachs Group Inc. | 0.12% | Add +16.9% | 3,445,972 | $750.4M |
| Pictet Asset Management Holding SA | 0.75% | Reduce -7.4% | 3,365,696 | $732.9M |
| Geode Capital Management, LLC | 0.05% | Reduce -0.7% | 3,318,532 | $720.2M |
| T. Rowe Price Associates Inc. | 0.08% | Reduce -28.3% | 3,193,783 | $695.4M |
| Parnassus Investments, LLC | 1.58% | Reduce -3.7% | 3,142,599 | $684.3M |
| Wellington Management Group LLP | 0.12% | Add +140.9% | 3,052,245 | $664.6M |
| Fiduciary Management Inc. | 5.68% | Reduce -4.9% | 2,716,068 | $591.4M |
| Vontobel Holding Ltd. | 1.81% | Add +5.4% | 2,533,124 | $551.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Add +28.5% | 2,483,081 | $540.7M |
| Brown Advisory Inc. | 0.70% | Add +0.4% | 2,442,107 | $531.8M |
| Egerton Capital (UK) LLP | 4.99% | New | 2,233,326 | $486.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 2.16% | Reduce -3.5% | 2,162,818 | $471.0M |
| Cantillon Capital Management LLC | 2.51% | Reduce -2.8% | 1,991,561 | $433.7M |
| Barclays PLC | 0.17% | Add +0.9% | 1,969,896 | $428.9M |
| APG Asset Management N.V. | 1.26% | Add +3.2% | 2,296,288 | $426.0M |
| Norges Bank | 0.05% | Add +1.5% | 1,815,789 | $395.4M |
| Amundi | 0.14% | Reduce -3.2% | 1,943,649 | $394.7M |
| Dimensional Fund Advisors LP | 0.09% | Add +2.5% | 1,775,159 | $386.5M |
| Royal Bank of Canada | 0.07% | Add +70.5% | 1,705,995 | $371.5M |
| Foxhaven Asset Management, LP | 8.20% | No change | 1,561,176 | $339.9M |
| Legal & General Group Plc | 0.08% | Add +10.6% | 1,546,019 | $336.9M |
| Northern Trust Corp. | 0.04% | Reduce -2.5% | 1,391,311 | $303.0M |
| Capital Research Global Investors | 0.06% | Reduce -10.9% | 1,388,140 | $302.3M |
| Naya Capital Management UK Ltd. | 21.20% | Add +10.5% | 1,269,734 | $276.5M |
| First Pacific Advisors, LP | 3.97% | Add +0.4% | 1,256,151 | $273.5M |
| USS Investment Management Ltd | 1.63% | No change | 1,195,466 | $260.4M |
| Baupost Group | 5.99% | No change | 1,132,000 | $246.5M |
| W1M Investment Management Ltd | 3.36% | Add +2.5% | 1,120,170 | $244.0M |
| Schroder Investment Management Group | 0.20% | Reduce -26.1% | 1,077,820 | $234.7M |
| Massachusetts Financial Services Co. | 0.07% | Add +0.9% | 1,029,680 | $224.2M |
| Morgan Stanley | 0.01% | Add +44.9% | 965,400 | $210.2M |
| Mawer Investment Management Ltd. | 1.02% | Reduce -6.9% | 928,323 | $202.1M |
| Bank of America Corp. | 0.02% | Add +22.9% | 922,969 | $201.0M |
| Beck Mack & Oliver LLC | 3.58% | Add +0.1% | 861,884 | $187.7M |
| Rathbones Group PLC | 0.81% | Reduce -8.4% | 860,920 | $187.5M |
| Royal London Asset Management Ltd. | 0.43% | Reduce -23.5% | 859,465 | $187.1M |
| Citadel Advisors | 0.16% | Add +334.6% | 842,923 | $183.5M |
| Findlay Park Partners LLP | 1.78% | Reduce -3.5% | 790,610 | $172.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +24.7% | 784,475 | $170.8M |
| Raymond James Financial Inc. | 0.06% | Add +12.9% | 783,616 | $170.6M |
| Eminence Capital, LP | 2.51% | Add +6.7% | 783,615 | $170.6M |
| Artisan Partners Limited Partnership | 0.25% | Add +89.5% | 759,687 | $165.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +8.3% | 741,328 | $161.4M |
| Capital World Investors | 0.02% | Reduce -0.1% | 695,904 | $151.5M |
| Sterling Capital Management LLC | 2.05% | Add +59.8% | 662,382 | $144.2M |
| Holocene Advisors, LP | 0.35% | Add +7.8% | 658,096 | $143.3M |
| Swiss National Bank | 0.08% | Add +6.7% | 601,847 | $131.1M |
| First Eagle Investment Management, LLC | 0.26% | New | 600,000 | $130.7M |
| UBS Group AG | 0.03% | Reduce -23.1% | 593,658 | $129.3M |
| 59 North Capital Management, LP | 4.55% | Reduce -19.3% | 584,664 | $127.3M |
| Liontrust Investment Partners LLP | 1.73% | Add +4999.4% | 554,972 | $121.1M |
| First Trust Advisors LP | 0.09% | Add +16.6% | 540,410 | $117.7M |
| Nuveen, LLC | 0.03% | Reduce -35.6% | 519,007 | $113.0M |
| AQR Capital Management | 0.09% | Reduce -8.2% | 510,879 | $111.2M |
| Wesleyan Assurance Society | 7.07% | No change | 501,320 | $109.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +1.4% | 499,430 | $108.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.20% | Reduce -19.7% | 495,219 | $107.8M |
| HSBC Holdings PLC | 0.07% | Reduce -24.5% | 484,041 | $105.5M |
| Wells Fargo & Company | 0.02% | Add +1.0% | 481,010 | $104.7M |
| Robeco Schweiz AG | 2.33% | Reduce -18.1% | 463,674 | $101.0M |
| Deutsche Bank AG | 0.04% | Reduce -14.8% | 460,786 | $100.3M |
| Madison Asset Management, LLC | 1.08% | Reduce -2.7% | 460,220 | $100.2M |
| TD Asset Management Inc | 0.08% | Reduce -10.3% | 408,459 | $89.1M |
| Perpetual Ltd | 0.99% | Add +43.9% | 386,888 | $84.2M |
| Adage Capital Partners Gp, L.L.C. | 0.14% | Add +80.1% | 374,162 | $81.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -26.8% | 368,786 | $80.3M |
| Ameriprise Financial Inc. | 0.02% | Add +40.5% | 368,703 | $80.3M |
| California Public Employees Retirement System | 0.05% | Add +25.1% | 363,017 | $79.0M |
| Sei Investments Co. | 0.09% | Add +12.8% | 359,769 | $78.3M |
| Anchor Capital Advisors LLC | 2.29% | Add +34.1% | 357,941 | $77.9M |
| Victory Capital Management Inc. | 0.05% | Add +236.9% | 338,565 | $73.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.43% | Reduce -2.0% | 336,063 | $73.2M |
| California State Teachers Retirement System | 0.07% | Reduce -2.7% | 310,217 | $67.5M |
| National Pension Service | 0.06% | Add +0.7% | 305,356 | $66.5M |
| Millennium Management | 0.06% | Reduce -34.7% | 302,419 | $65.9M |
| Southpoint Capital Advisors LP | 1.64% | Reduce -50.0% | 300,000 | $65.3M |
| Truist Financial Corp. | 0.10% | Add +42.4% | 299,188 | $65.1M |
| Atreides Management | 1.80% | Add +6.4% | 297,956 | $64.9M |
| Balyasny Asset Management L.P. | 0.15% | Add +693.6% | 296,411 | $64.5M |
| GFI Investment Counsel Ltd. | 6.96% | Reduce -0.3% | 293,384 | $63.9M |
| Marshall Wace, LLP | 0.07% | Reduce -72.2% | 268,492 | $58.5M |
| MBB Public Markets I LLC | 6.71% | New | 267,772 | $58.3M |
| Jane Street Group, LLC | 0.10% | Add +25.3% | 267,729 | $58.3M |
| Allianz Asset Management GmbH | 0.08% | Reduce -17.6% | 266,943 | $58.1M |
| XN LP | 2.00% | Add +71.5% | 263,307 | $57.3M |
| Interval Partners, LP | 1.31% | New | 263,131 | $57.3M |
| C WorldWide Group Holding A/S | 0.76% | Add +0.2% | 256,392 | $55.8M |
| American Century Companies Inc. | 0.03% | Reduce -3.2% | 253,924 | $55.3M |
| W1M Asset Management Ltd | 3.98% | Add +1.3% | 240,853 | $52.5M |
| Nordea Investment Management AB | 0.05% | Add +68.9% | 239,783 | $52.2M |
| Saturna Capital Corp. | 0.70% | Add +0.1% | 238,178 | $51.9M |
| Baird Financial Group, Inc. | 0.09% | Reduce -6.2% | 230,204 | $50.1M |
| Crow's Nest Holdings LP | 11.00% | No change | 229,000 | $49.9M |
| Lord, Abbett & Co. LLC | 0.17% | Add +27.1% | 228,978 | $49.9M |
| Kinetic Partners Management, LP | 2.71% | Add +758.5% | 227,500 | $49.5M |
| Rhumbline Advisers | 0.04% | Reduce -4.2% | 215,273 | $46.9M |
| Captrust Financial Advisors | 0.10% | Add +1.1% | 214,781 | $46.8M |
| Canada Pension Plan Investment Board | 0.04% | Reduce -14.8% | 211,529 | $46.1M |
| FIL Ltd | 0.04% | Reduce -62.2% | 208,538 | $45.4M |
| Aberdeen Group plc | 0.08% | Add +11.5% | 205,405 | $44.7M |
| Tran Capital Management, L.P. | 5.10% | Reduce -1.5% | 199,174 | $43.4M |
| Ensign Peak Advisors, Inc | 0.07% | Add +10.9% | 199,126 | $43.4M |
| M&G PLC | 0.25% | Reduce -0.7% | 197,416 | $43.2M |
| Abn Amro Investment Solutions | 0.86% | Reduce -3.1% | 196,177 | $42.7M |
| GW&K Investment Management, LLC | 0.38% | Reduce -1.6% | 194,893 | $42.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +4.4% | 191,662 | $41.8M |
| Clearbridge Investments, LLC | 0.03% | Add +0.5% | 191,893 | $41.8M |
| Montanova Capital, LLC | 1.56% | Add +46.0% | 189,660 | $41.3M |
| Aviva PLC | 0.09% | Reduce -36.0% | 188,789 | $41.1M |
| Korea Investment CORP | 0.09% | Add +5.8% | 182,092 | $39.7M |
| State Board of Administration of Florida Retirement System | 0.07% | Add +0.3% | 181,994 | $39.6M |
| Bank of Montreal | 0.02% | Reduce -17.4% | 167,853 | $36.5M |
| Susquehanna International Group, LLP | 0.05% | Add +26.4% | 162,954 | $35.5M |
| Lionstone Capital Management LLC | 8.42% | No change | 161,048 | $35.1M |
| Osterweis Capital Management Inc. | 2.16% | Reduce -4.3% | 159,920 | $34.8M |
| Public Employees Retirement System of Ohio | 0.12% | Reduce -24.6% | 159,875 | $34.8M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -40.4% | 158,048 | $34.4M |
| Argent Capital Management LLC | 0.97% | Add +1.3% | 155,097 | $33.8M |
| Renaissance Technologies | 0.04% | Add +64.0% | 153,500 | $33.4M |
| Rivermont Capital Management LP | 10.60% | Add +53.8% | 152,678 | $33.2M |
| Eventide Asset Management, LLC | 0.57% | Reduce -13.0% | 150,308 | $32.7M |
| Trexquant Investment LP | 0.37% | New | 150,019 | $32.7M |
| Fisher Funds Management LTD | 0.78% | No change | 150,002 | $32.7M |
| Trillium Asset Management, LLC | 0.88% | Reduce -1.6% | 149,527 | $32.6M |
| ThornTree Capital Partners LP | 5.38% | Add +98.9% | 148,481 | $32.3M |
| New York State Common Retirement Fund | 0.04% | Reduce -1.7% | 145,453 | $31.7M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.46% | Reduce -10.3% | 143,188 | $31.2M |
| Markel Group | 0.25% | Add +9.3% | 134,500 | $29.3M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -10.7% | 133,606 | $29.1M |
| Swedbank AB | 0.03% | Add +16.4% | 132,960 | $29.0M |
| Voloridge Investment Management, LLC | 0.10% | Reduce -47.5% | 127,033 | $27.7M |
| Manchester Global Management (UK) Ltd | 3.93% | Add +106.4% | 125,116 | $27.2M |
| Janney Montgomery Scott LLC | 0.07% | Add +2.6% | 122,825 | $26.7M |
| Citigroup Inc. | 0.02% | Add +21.0% | 116,403 | $25.3M |
| Verition Fund Management LLC | 0.15% | Add +798.5% | 116,305 | $25.3M |
| HRT Financial LP | 0.11% | New | 115,075 | $25.1M |
| Skye Global Management LP | 0.52% | Add +7.7% | 112,000 | $24.4M |
| AXA S.A. | 0.07% | Add +2240.5% | 111,337 | $24.2M |
| State of Wisconsin Investment Board | 0.06% | Reduce -4.4% | 110,711 | $24.1M |
| Stifel Financial Corp. | 0.02% | Add +26.2% | 106,706 | $23.2M |
| KBC Group NV | 0.06% | Add +3.9% | 105,082 | $22.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Reduce -19.9% | 104,960 | $22.9M |
| Treasurer of the State of North Carolina | 0.07% | Add +8.4% | 104,728 | $22.8M |
| Storebrand Asset Management As | 0.07% | Reduce -1.1% | 103,037 | $22.4M |
| Handelsbanken Fonder AB | 0.08% | Reduce -4.9% | 101,903 | $22.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -4.6% | 101,714 | $22.1M |
| Vident Advisory, LLC | 0.25% | Add +3.2% | 100,958 | $22.0M |
| Quilter Plc | 0.39% | Reduce -2.5% | 99,219 | $21.6M |
| Nexus Investment Management ULC | 3.19% | Add +3.8% | 98,066 | $21.4M |
| Zacks Investment Management | 0.17% | New | 93,911 | $20.4M |
| Gotham Asset Management | 0.12% | Add +262.7% | 89,974 | $19.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -13.7% | 89,530 | $19.5M |
| Danske Bank A/S | 0.05% | Add +0.3% | 86,403 | $18.8M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +2.9% | 84,456 | $18.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +881.4% | 80,356 | $17.9M |
| Y-Intercept (Hong Kong) Ltd | 0.44% | Add +402.2% | 81,792 | $17.8M |
| 2Xideas AG | 3.04% | Reduce -16.9% | 81,005 | $17.6M |
| Guyasuta Investment Advisors Inc. | 1.07% | Add +0.2% | 80,412 | $17.5M |
| Asset Management One Co., Ltd. | 0.05% | Add +2.1% | 77,734 | $16.9M |
| Quantinno Capital Management LP | 0.07% | Add +56.6% | 75,522 | $16.4M |
| Dudley & Shanley, Inc. | 2.58% | Reduce -25.3% | 75,500 | $16.4M |
| Thematics Asset Management | 0.73% | No change | 74,804 | $16.3M |
| Mn Services Vermogensbeheer B.V. | 0.11% | Add +0.8% | 74,300 | $16.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -33.0% | 73,216 | $15.9M |
| DNB Asset Management AS | 0.07% | Add +0.4% | 72,711 | $15.8M |
| Clifford Swan Investment Counsel LLC | 0.56% | Add +24.1% | 72,692 | $15.8M |
| KLP Kapitalforvaltning As | 0.07% | Add +3.3% | 71,744 | $15.7M |
| Resona Asset Management Co.,Ltd. | 0.08% | Add +3.4% | 71,196 | $15.5M |
| Natixis Advisors, LLC | 0.02% | Add +8.4% | 69,317 | $15.1M |
| Point72 Europe (London) LLP | 0.77% | Reduce -65.0% | 69,077 | $15.0M |
| Employees Provident Fund Board | 0.13% | Reduce -18.1% | 68,000 | $14.8M |
| LPL Financial LLC | 0.00% | Add +17.5% | 67,730 | $14.7M |
| Corient Private Wealth LP | 0.02% | Reduce -9.1% | 67,522 | $14.7M |
| State of New Jersey Common Pension Fund D | 0.06% | No change | 66,519 | $14.5M |
| SIH Partners, LLLP | 1.32% | Add +2.0% | 63,897 | $13.9M |
| Comgest Global Investors S.A.S. | 0.24% | Reduce -3.1% | 63,774 | $13.9M |
| River Road Asset Management, LLC | 0.17% | Add +103.5% | 61,646 | $13.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +73.0% | 62,591 | $13.6M |
| Candriam S.C.A. | 0.08% | Reduce -4.4% | 61,367 | $13.4M |
| Illinois Municipal Retirement Fund | 0.18% | Add +568.8% | 60,919 | $13.3M |
| Daiwa Securities Group Inc. | 0.05% | Reduce -2.4% | 60,598 | $13.2M |
| Schonfeld Strategic Advisors LLC | 0.10% | Reduce -11.3% | 60,436 | $13.2M |
| Impax Asset Management Group plc | 0.08% | Reduce -6.8% | 60,203 | $13.1M |
| Clio Asset Management LLC | 10.23% | Reduce -0.8% | 59,942 | $13.1M |
| Baader Bank Aktiengesellschaft | 1.11% | Add +37.0% | 59,000 | $12.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.12% | Add +20.4% | 58,300 | $12.7M |
| DAVENPORT & Co LLC | 0.07% | Add +65.5% | 58,172 | $12.7M |
| Arizona State Retirement System | 0.07% | Add +0.4% | 58,077 | $12.6M |
| Dark Forest Capital Management LP | 0.50% | Add +202.2% | 57,436 | $12.5M |
| Teca Partners, LP | 8.50% | Reduce -23.2% | 55,903 | $12.2M |
| Vancity Investment Management Ltd | 1.53% | Reduce -0.1% | 55,732 | $12.1M |
| United Capital Financial Advisors, LLC | 0.10% | Add +0.3% | 55,618 | $12.1M |
| Evelyn Partners Investment Management LLP | 0.36% | Reduce -6.7% | 54,265 | $11.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +253.3% | 53,929 | $11.7M |
| Kornitzer Capital Management Inc. | 0.24% | No change | 53,649 | $11.7M |
| Socorro Asset Management LP | 3.88% | Add +2.6% | 51,298 | $11.2M |
| ExodusPoint Capital Management, LP | 0.14% | New | 51,208 | $11.2M |
| Van Lanschot Kempen Investment Management N.V. | 0.11% | Reduce -60.0% | 50,718 | $11.0M |
| Canada Post Corp Registered Pension Plan | 0.63% | New | 49,494 | $10.8M |
| Rokos Capital Management LLP | 0.18% | New | 49,228 | $10.7M |
| Swiss Life Asset Management Ltd | 0.06% | Add +11.4% | 48,924 | $10.7M |
| Engineers Gate Manager LP | 0.13% | Add +164.7% | 48,479 | $10.6M |
| Moody LYNN Lieberson & Walker, LLC | 0.60% | Add +4.6% | 47,461 | $10.3M |
| Polar Capital Holdings Plc | 0.05% | Reduce -20.2% | 47,306 | $10.3M |
| Oppenheimer Asset Management Inc. | 0.12% | Reduce -0.2% | 46,673 | $10.2M |
| Glenmede Investment Management, LP | 0.05% | — | 46,086 | $10.0M |
| Manning & Napier Advisors LLC | 0.12% | Add +30.8% | 45,785 | $10.0M |
| Firetrail Investments PTY Ltd. | 2.59% | Reduce -3.5% | 45,793 | $9.9M |
| Cna Financial Corp. | 5.03% | Reduce -35.7% | 45,000 | $9.8M |
| Loews Corp | 0.08% | Reduce -35.7% | 45,000 | $9.8M |
| IFM Investors Pty Ltd | 0.09% | Add +2.9% | 42,155 | $9.2M |
| Forsta Ap-Fonden | 0.06% | Reduce -38.4% | 41,900 | $9.1M |
| Harbor Advisors LLC | 1.47% | No change | 41,255 | $9.0M |
| Blair William & Co. | 0.02% | Add +1.4% | 41,178 | $9.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Reduce -1.7% | 41,123 | $9.0M |
| Concentric Capital Strategies, LP | 0.50% | Add +379.0% | 40,724 | $8.9M |
| GHP Investment Advisors, Inc. | 0.39% | Add +2.8% | 40,146 | $8.7M |
| TrinityBridge Ltd | 0.26% | Add +1462.5% | 40,077 | $8.7M |
| Toronto Dominion Bank | 0.02% | Add +18.6% | 38,479 | $8.4M |
| Armor Advisors, L.L.C. | 8.25% | Reduce -44.0% | 38,136 | $8.3M |
| Mackenzie Financial Corp. | 0.01% | Add +9.2% | 37,792 | $8.2M |
| Canal Capital Management, LLC | 1.29% | Add +3.0% | 37,568 | $8.2M |
| Triavera Capital LLC | 4.30% | Reduce -25.7% | 37,497 | $8.2M |
| Twinbeech Capital LP | 0.18% | Reduce -52.9% | 36,103 | $7.9M |
| Giverny Capital | 0.27% | Add +3.8% | 35,679 | $7.8M |
| Jupiter Asset Management Ltd. | 0.06% | Reduce -27.0% | 35,447 | $7.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +44.1% | 35,339 | $7.7M |
| Squarepoint Ops LLC | 0.02% | New | 33,897 | $7.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.05% | Reduce -49.7% | 33,300 | $7.3M |
| Van Eck Associates Corp. | 0.01% | Reduce -14.2% | 33,262 | $7.2M |
| SCS Capital Management LLC | 0.08% | Add +1108.1% | 32,692 | $7.1M |
| Utah Retirement Systems | 0.07% | Reduce -1.5% | 32,625 | $7.1M |
| Zhang Financial LLC | 0.32% | New | 31,734 | $6.9M |
| Laurion Capital Management LP | 0.83% | Add +17.2% | 31,646 | $6.9M |
| LMR Partners LLP | 0.16% | Reduce -8.7% | 31,533 | $6.9M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.19% | Reduce -4.8% | 31,134 | $6.8M |
| Boothbay Fund Management, LLC | 0.22% | Add +84.2% | 31,180 | $6.8M |
| Advisory Research Inc. | 1.03% | Add +15.3% | 30,657 | $6.7M |
| Employees Retirement System of Texas | 0.06% | New | 30,600 | $6.7M |
| Qsemble Capital Management, LP | 0.64% | New | 30,561 | $6.7M |
| Teacher Retirement System of Texas | 0.03% | Add +3.3% | 30,189 | $6.6M |
| Empowered Funds, LLC | 0.07% | Add +2.8% | 30,082 | $6.6M |
| OP Asset Management Ltd | 0.10% | Add +39.1% | 29,631 | $6.5M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | Add +1.1% | 29,419 | $6.4M |
| Atika Capital Management LLC | 0.67% | No change | 29,300 | $6.4M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +15.8% | 29,222 | $6.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +197.7% | 28,646 | $6.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -51.2% | 28,265 | $6.2M |
| Sagefield Capital LP | 0.84% | Reduce -24.8% | 27,533 | $6.0M |
| Clean Yield Group | 1.78% | Reduce -2.4% | 27,296 | $5.9M |
| Shell Asset Management Co. | 0.20% | Add +29.4% | 26,886 | $5.9M |
| Moran Wealth Management, LLC | 0.18% | Reduce -4.6% | 26,729 | $5.8M |
| Macquarie Group Ltd. | 0.01% | Add +32.6% | 27,999 | $5.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -11.4% | 26,683 | $5.8M |
| Algert Global LLC | 0.12% | Add +1314.5% | 26,677 | $5.8M |
| Duff & Phelps Investment Management Co. | 0.07% | Reduce -11.1% | 26,466 | $5.8M |
| XTX Topco Ltd | 0.24% | Add +90.8% | 26,344 | $5.7M |
| Generali Asset Management SPA SGR | 0.13% | Reduce -12.5% | 30,294 | $5.7M |
| Thompson Siegel & Walmsley LLC | 0.10% | Reduce -39.7% | 26,020 | $5.7M |
| Voya Investment Management LLC | 0.01% | Reduce -18.3% | 26,012 | $5.7M |
| Two Sigma Advisers, LP | 0.01% | Reduce -12.3% | 25,600 | $5.6M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +1.8% | 25,140 | $5.5M |
| RNC Capital Management LLC | 0.26% | Reduce -0.9% | 24,939 | $5.4M |
| Jain Global LLC | 0.09% | Reduce -17.9% | 24,761 | $5.4M |
| Phraction Management LLC | 1.81% | Reduce -0.5% | 24,525 | $5.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +292.3% | 24,457 | $5.3M |
| Ieq Capital, LLC | 0.03% | Add +27.0% | 24,359 | $5.3M |
| English Capital Management LLC | 3.47% | No change | 24,093 | $5.2M |
| Inspire Trust Co, N.A. | 1.08% | No change | 24,000 | $5.2M |
| Creative Planning | 0.00% | Add +93.8% | 23,778 | $5.2M |
| Groupe la Francaise | 0.08% | Add +19.4% | 23,423 | $5.1M |
| Fred Alger Management, LLC | 0.02% | No change | 22,907 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +46.7% | 22,994 | $5.0M |
| Elo Mutual Pension Insurance Co | 0.10% | Add +24.4% | 22,200 | $4.8M |
| Xponance LLC | 0.04% | Add +1.3% | 22,164 | $4.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -15.2% | 22,149 | $4.8M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +39.9% | 21,770 | $4.7M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.20% | Reduce -8.9% | 28,776 | $4.7M |
| Ethic Inc. | 0.08% | Add +23.3% | 21,116 | $4.6M |
| QRG Capital Management, Inc. | 0.04% | Reduce -33.9% | 20,913 | $4.6M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Reduce -42.7% | 20,523 | $4.5M |
| Silvant Capital Management LLC | 0.16% | No change | 19,932 | $4.3M |
| Public Employees Retirement Association of Colorado | 0.02% | Reduce -3.9% | 19,514 | $4.2M |
| SeaBridge Investment Advisors LLC | 0.78% | Add +4.3% | 19,218 | $4.2M |
| Oliver Luxxe Assets LLC | 0.73% | Add +1.3% | 18,893 | $4.1M |
| Bayesian Capital Management, LP | 0.64% | New | 18,700 | $4.1M |
| Brevan Howard Capital Management LP | 0.04% | Add +766.7% | 18,461 | $4.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Reduce -0.2% | 18,378 | $4.0M |
| Mariner, LLC | 0.01% | Add +2.1% | 17,888 | $3.9M |
| Oak Thistle LLC | 0.57% | New | 17,754 | $3.9M |
| LGT Group Foundation | 0.05% | Reduce -8.2% | 17,594 | $3.8M |
| Westerkirk Capital Inc. | 0.46% | — | 17,300 | $3.8M |
| Live Oak Private Wealth LLC | 0.56% | Add +0.3% | 17,182 | $3.7M |
| D.A. Davidson & Co. | 0.03% | Add +497.2% | 17,067 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -12.7% | 17,059 | $3.7M |
| Evelyn Partners Investment Management Services Ltd | 0.56% | No change | 16,984 | $3.7M |
| Harber Asset Management LLC | 1.15% | New | 16,149 | $3.5M |
| Wealthfront Advisers LLC | 0.01% | Add +24.6% | 15,913 | $3.5M |
| Azzad Asset Management Inc. | 0.36% | Add +129.6% | 15,632 | $3.4M |
| Prudential Financial Inc. | 0.00% | Add +26.4% | 15,609 | $3.4M |
| Kintegral Advisory, LLC | 0.31% | Reduce -0.1% | 15,483 | $3.4M |
| Avanza Fonder AB | 0.10% | New | 15,524 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 15,421 | $3.4M |
| Neuberger Berman Group LLC | 0.00% | Add +39.8% | 15,122 | $3.3M |
| Fiera Capital Corp | 0.01% | Add +15.4% | 15,051 | $3.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -34.0% | 15,048 | $3.3M |
| Mariner Investment Group LLC | 1.19% | New | 15,000 | $3.3M |
| Norman Fields, Gottscho Capital Management, LLC | 1.07% | Add +0.1% | 14,838 | $3.2M |
| Hennessy Advisors Inc. | 0.11% | Reduce -2.0% | 14,800 | $3.2M |
| Quantbot Technologies LP | 0.08% | New | 14,145 | $3.1M |
| Andra AP-fonden | 0.04% | Reduce -78.8% | 14,100 | $3.1M |
| Knights of Columbus Asset Advisors LLC | 0.18% | No change | 13,813 | $3.0M |
| Jump Financial, LLC | 0.04% | New | 13,215 | $2.9M |
| Kentucky Retirement Systems | 0.08% | Reduce -6.2% | 12,818 | $2.8M |
| Tredje AP-fonden | 0.02% | Add +21.6% | 12,552 | $2.7M |
| Timber Creek Capital Management LLC | 0.69% | Reduce -42.0% | 11,899 | $2.7M |
| Catalyst Funds Management Pty Ltd | 0.73% | New | 12,200 | $2.7M |
| Hunting Hill Global Capital, LLC | 1.37% | Add +21.7% | 11,600 | $2.5M |
| Cwm, LLC | 0.01% | Add +18.5% | 11,592 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +26.4% | 11,142 | $2.4M |
| 111 Capital | 0.41% | New | 10,931 | $2.4M |
| Gateway Investment Advisers LLC | 0.03% | No change | 10,887 | $2.4M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -49.4% | 10,724 | $2.3M |
| Mediolanum International Funds Ltd | 0.03% | Reduce -61.2% | 10,562 | $2.3M |
| Ascent Group, LLC | 0.09% | Add +10.5% | 10,447 | $2.3M |
| Amalgamated Bank | 0.02% | Reduce -6.3% | 10,405 | $2.3M |
| Carnegie Lake Advisors LLC | 0.89% | No change | 10,305 | $2.2M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -75.8% | 10,191 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.17% | Add +77.0% | 10,191 | $2.2M |
| Gulf International Bank (UK) Ltd | 0.08% | Reduce -11.5% | 10,054 | $2.2M |
| Entropy Technologies, LP | 0.17% | Reduce -62.6% | 10,029 | $2.2M |
| Daiichi Life Insurance Co., Ltd. | 0.06% | Reduce -24.9% | 10,022 | $2.2M |
| Fox Run Management, L.L.C. | 0.36% | New | 9,933 | $2.2M |
| HighVista Strategies LLC | 0.79% | New | 9,878 | $2.2M |
| S&co Inc. | 0.13% | Add +1.9% | 9,643 | $2.1M |
| Maryland State Retirement & Pension System | 0.05% | No change | 9,457 | $2.1M |
| Boston Partners | 0.00% | Add +27.8% | 9,445 | $2.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -70.7% | 9,279 | $2.0M |
| Ossiam | 0.02% | Add +15.9% | 9,132 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.2% | 8,854 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +81.3% | 8,837 | $1.9M |
| CIBC Asset Management Inc | 0.01% | Add +0.7% | 8,811 | $1.9M |
| Machina Capital S.A.S. | 0.40% | Add +179.4% | 8,746 | $1.9M |
| Fiduciary Trust Co | 0.02% | Reduce -7.7% | 8,635 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +9.7% | 8,630 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.5% | 8,612 | $1.9M |
| EDENTREE ASSET MANAGEMENT Ltd | 0.52% | No change | 8,591 | $1.9M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -46.7% | 8,493 | $1.8M |
| E. Ohman J:or Asset Management AB | 0.04% | Reduce -5.7% | 8,300 | $1.8M |
| GMO | 0.01% | Reduce -27.9% | 8,258 | $1.8M |
| Highland Capital Management, LLC | 0.10% | Reduce -3.2% | 8,200 | $1.8M |
| AG2R La Mondiale Gestion D'actifs | 0.09% | Reduce -2.9% | 8,153 | $1.8M |
| Applied Capital LLC | 1.30% | New | 8,033 | $1.7M |
| Scientech Research LLC | 0.42% | New | 7,965 | $1.7M |
| Bank of Nova Scotia | 0.00% | Reduce -94.3% | 7,777 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +6601.7% | 7,707 | $1.7M |
| Formuepleje A/S | 0.09% | No change | 13,540 | $1.7M |
| M&T Bank Corp | 0.01% | Add +6.0% | 7,574 | $1.6M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -17.2% | 7,530 | $1.6M |
| Martingale Asset Management L P | 0.04% | Reduce -35.1% | 7,528 | $1.6M |
| SG Americas Securities, LLC | 0.01% | Add +503.0% | 7,489 | $1.6M |
| Tidal Investments LLC | 0.01% | Add +79.6% | 7,466 | $1.6M |
| Lee Financial Co | 0.23% | Add +10.8% | 7,261 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +117.4% | 7,147 | $1.6M |
| Vise Technologies, Inc. | 0.06% | — | 6,912 | $1.5M |
| Leonteq Securities AG | 0.09% | Add +40.3% | 94 | $1.5M |
| Cibc World Market Inc. | 0.00% | Reduce -1.6% | 6,865 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -7.5% | 6,799 | $1.5M |
| Dana Investment Advisors, Inc. | 0.05% | New | 6,705 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -11.1% | 6,575 | $1.4M |
| Tokio Marine Asset Management Co. Ltd. | 0.05% | Reduce -52.9% | 6,279 | $1.4M |
| &partners | 0.01% | Add +161.2% | 6,240 | $1.4M |
| James Hambro & Partners LLP | 0.05% | Reduce -2.1% | 6,176 | $1.3M |
| Hancock Whitney Corp. | 0.03% | New | 6,129 | $1.3M |
| Beacon Investment Advisors LLC | 0.57% | Add +0.2% | 6,035 | $1.3M |
| Comerica Bank | 0.01% | Reduce -5.5% | 5,978 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.0% | 5,954 | $1.3M |
| CI Investments Inc. | 0.00% | Add +1.5% | 5,886 | $1.3M |
| Level Four Advisory Services, LLC | 0.05% | Add +13.6% | 5,797 | $1.3M |
| Knollwood Investment Advisory, LLC | 0.12% | No change | 5,652 | $1.2M |
| Natural Investments, LLC | 0.31% | Add +1.5% | 5,445 | $1.2M |
| Commerzbank Aktiengesellschaft | 0.03% | Reduce -37.1% | 5,440 | $1.2M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.08% | Reduce -6.5% | 5,441 | $1.2M |
| Curated Wealth Partners LLC | 0.14% | Reduce -1.9% | 5,393 | $1.2M |
| Mirabaud Asset Management Ltd | 0.55% | Reduce -5.5% | 5,380 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +29.9% | 5,340 | $1.2M |
| Metis Global Partners, LLC | 0.03% | Reduce -26.3% | 5,265 | $1.1M |
| Wahed Invest LLC | 0.17% | Add +0.8% | 5,265 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +4.6% | 5,122 | $1.1M |
| Calamos Advisors LLC | 0.01% | Add +0.1% | 5,123 | $1.1M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -56.5% | 5,105 | $1.1M |
| Railway Pension Investments Ltd | 0.02% | No change | 5,100 | $1.1M |
| Bridgefront Capital, LLC | 0.29% | New | 5,099 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | Reduce -10.7% | 5,080 | $1.1M |
| Partners in Financial Planning | 0.20% | Reduce -33.8% | 4,954 | $1.1M |
| Canoe Financial LP | 0.02% | Add +141.0% | 4,938 | $1.1M |
| McDonald Partners LLC | 0.26% | Add +188.6% | 4,935 | $1.1M |
| Investment Management Corp of Ontario | 0.02% | Reduce -12.5% | 4,902 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.1% | 4,720 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +9.4% | 4,643 | $1.0M |
| STRS Ohio | 0.00% | New | 4,629 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +3.3% | 4,604 | $1.0M |
| Riverwater Partners LLC | 0.47% | Add +11.2% | 4,541 | $989K |
| Ostrum Asset Management | 0.05% | Reduce -1.2% | 4,438 | $966K |
| Siemens Fonds Invest GmbH | 0.06% | Add +11.4% | 4,437 | $966K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.0% | 4,412 | $961K |
| AMF Tjanstepension AB | 0.01% | Reduce -92.2% | 4,379 | $954K |
| Simplex Trading, LLC | 0.03% | New | 4,293 | $934K |
| Vestcor Inc | 0.03% | Add +14.2% | 4,264 | $928K |
| Brasada Capital Management, LP | 0.16% | Add +4.1% | 4,100 | $916K |
| Plato Investment Management Ltd | 0.07% | Reduce -8.4% | 4,220 | $916K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.9% | 4,120 | $897K |
| Greenleaf Trust | 0.01% | Reduce -3.6% | 4,115 | $896K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.1% | 4,101 | $893K |
| Focus Partners Wealth | 0.00% | Add +29.8% | 4,074 | $887K |
| Inceptionr LLC | 0.20% | New | 4,045 | $881K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -1.9% | 4,040 | $880K |
| Caisse Des Depots Et Consignations | 0.04% | New | 4,038 | $879K |
| Kieckhefer Group LLC | 0.47% | No change | 4,000 | $871K |
| Signaturefd, LLC | 0.01% | Add +12.2% | 3,986 | $868K |
| Meiji Yasuda Asset Management Co Ltd. | 0.04% | Reduce -38.3% | 3,936 | $857K |
| Callan Family Office, LLC | 0.03% | New | 3,876 | $844K |
| Covenant Partners, LLC | 0.25% | No change | 3,795 | $826K |
| GAMMA Investing LLC | 0.05% | Add +5.7% | 3,779 | $823K |
| Assetmark, Inc. | 0.00% | Add +1052.2% | 3,756 | $818K |
| V-Square Quantitative Management LLC | 0.11% | Reduce -3.6% | 3,748 | $816K |
| MetLife Investment Management, LLC | 0.00% | Reduce -10.4% | 3,745 | $815K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -62.5% | 3,723 | $811K |
| Praxis Investment Management Inc. | 0.05% | Reduce -37.2% | 3,720 | $810K |
| National Bank of Canada | 0.00% | Reduce -85.3% | 3,705 | $807K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +53.1% | 3,694 | $804K |
| Intech Investment Management LLC | 0.01% | Add +68.5% | 3,689 | $803K |
| Bank of Marin | 0.60% | Add +6.4% | 3,657 | $796K |
| Brown Brothers Harriman & Co. | 0.01% | Add +2.9% | 3,638 | $792K |
| Waverly Advisors, LLC | 0.01% | Add +20.3% | 3,585 | $781K |
| Asset Advisors Investment Management, LLC | 0.08% | Add +44.4% | 3,552 | $773K |
| Radnor Capital Management, LLC | 0.12% | Reduce -1.1% | 3,490 | $760K |
| Prudential PLC | 0.00% | No change | 3,469 | $755K |
| PBMares Wealth Management LLC | 0.14% | Reduce -0.1% | 3,433 | $748K |
| Capital Analysts, LLC | 0.02% | No change | 3,429 | $747K |
| SPC Financial, Inc. | 0.06% | Add +3.8% | 3,410 | $743K |
| UniSuper Management Pty Ltd | 0.01% | Reduce -10.5% | 3,400 | $740K |
| CW Advisors, LLC | 0.01% | New | 3,341 | $728K |
| DRW Securities, LLC | 0.05% | New | 3,321 | $725K |
| Park Avenue Securities LLC | 0.01% | Reduce -9.4% | 3,328 | $725K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Reduce -21.4% | 3,314 | $722K |
| Voleon Capital Management LP | 0.04% | New | 3,274 | $713K |
| Natixis | 0.00% | Reduce -94.3% | 3,230 | $703K |
| Boston Common Asset Management, LLC | 0.02% | Add +75.1% | 3,192 | $695K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -36.9% | 3,137 | $683K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.03% | New | 3,100 | $675K |
| Gabelli Funds LLC | 0.00% | Add +3.3% | 3,100 | $675K |
| SkyView Investment Advisors, LLC | 0.10% | Reduce -6.0% | 3,090 | $674K |
| Mission Wealth Management, LP | 0.01% | Add +0.2% | 3,056 | $665K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.6% | 3,034 | $661K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 3,012 | $656K |
| New York Life Investment Management LLC | 0.01% | Reduce -3.2% | 2,966 | $646K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +30.2% | 2,965 | $646K |
| Vinva Investment Management Ltd | 0.02% | New | 2,943 | $642K |
| Volterra Technologies LP | 0.85% | — | 2,904 | $632K |
| Mather Group, Llc. | 0.01% | Reduce -8.9% | 2,885 | $628K |
| Commerce Bank | 0.00% | Add +3.9% | 2,802 | $610K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 2,716 | $591K |
| Two Sigma Securities, LLC | 0.07% | New | 2,707 | $589K |
| Capula Management Ltd | 0.01% | New | 2,700 | $588K |
| Calydon Capital | 0.06% | New | 2,696 | $587K |
| Quadrant Capital Group LLC | 0.02% | Add +42.8% | 2,679 | $583K |
| Choreo, LLC | 0.01% | Add +30.1% | 2,661 | $582K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -5.0% | 2,590 | $575K |
| Centiva Capital, LP | 0.04% | Add +8.0% | 2,613 | $569K |
| Optiver Holding B.V. | 0.02% | New | 2,600 | $566K |
| Franklin Street Advisors Inc. | 0.04% | Add +11.6% | 2,593 | $565K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -3.2% | 2,537 | $552K |
| Polymer Capital Management (US) LLC | 0.09% | New | 2,535 | $552K |
| Cinctive Capital Management LP | 0.03% | New | 2,500 | $544K |
| R Squared Ltd | 0.30% | New | 2,493 | $543K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +5.2% | 2,492 | $543K |
| Clarius Group, LLC | 0.03% | Reduce -12.5% | 2,441 | $532K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -18.2% | 2,401 | $525K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -8.1% | 2,388 | $522K |
| PFG Investments, LLC | 0.03% | Add +3.6% | 2,392 | $521K |
| Global Endowment Management, LP | 0.07% | Reduce -23.8% | 2,333 | $508K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,293 | $499K |
| Cresset Asset Management, LLC | 0.00% | Reduce -59.3% | 2,275 | $497K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.6% | 2,275 | $495K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -7.5% | 2,261 | $492K |
| Oxford Asset Management LLP | 0.16% | New | 2,251 | $490K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | No change | 2,234 | $486K |
| WINTON GROUP Ltd | 0.02% | Reduce -65.2% | 2,208 | $481K |
| Cannon Global Investment Management, LLC | 1.30% | New | 2,200 | $479K |
| CTC Alternative Strategies, Ltd. | 0.42% | New | 2,200 | $479K |
| Aspire Private Capital, LLC | 0.11% | New | 2,193 | $478K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 2,188 | $476K |
| Westpac Banking Corp. | 0.03% | Add +260.3% | 2,176 | $474K |
| Principal Securities, Inc. | 0.01% | Reduce -30.1% | 2,156 | $469K |
| Compound Planning, Inc. | 0.02% | Add +55.2% | 2,151 | $468K |
| Pembroke Management, LTD | 0.06% | New | 2,143 | $467K |
| Gilder Gagnon Howe & Co. LLC | 0.00% | Reduce -90.3% | 2,139 | $466K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -68.3% | 2,135 | $465K |
| Quarry LP | 0.11% | New | 2,091 | $455K |
| Colonial Trust Co / SC | 0.07% | Add +46.2% | 2,091 | $455K |
| Caitong International Asset Management Co., Ltd | 0.32% | Add +4112.2% | 2,064 | $449K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -11.1% | 2,056 | $448K |
| West Family Investments, Inc. | 0.12% | Add +64.1% | 2,055 | $447K |
| First Financial Bankshares Inc | 0.01% | No change | 2,054 | $447K |
| Lecap Asset Management Ltd. | 0.16% | Reduce -12.8% | 2,029 | $442K |
| Alamea Verwaltungs GmbH | 0.33% | Reduce -30.1% | 2,016 | $439K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 2,010 | $438K |
| Cynosure Group, LLC | 0.05% | No change | 2,008 | $437K |
| Altfest L J & Co. Inc. | 0.05% | New | 1,997 | $435K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,980 | $431K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -55.2% | 1,973 | $430K |
| Stephens Inc. | 0.01% | Add +16.6% | 1,973 | $430K |
| Beacon Harbor Wealth Advisors, Inc. | 0.11% | Reduce -30.6% | 1,959 | $427K |
| OneAscent Investment Solutions LLC | 0.45% | Reduce -34.6% | 1,953 | $425K |
| Forum Financial Management, LP | 0.01% | Reduce -0.8% | 1,925 | $419K |
| Phoenix Financial Ltd. | 0.01% | Reduce -6.7% | 1,922 | $418K |
| Cigna Investments Inc. | 0.07% | Reduce -4.5% | 1,919 | $418K |
| Financial Management Professionals, Inc. | 0.05% | Reduce -6.1% | 1,890 | $413K |
| Simplicity Wealth,LLC | 0.02% | New | 1,881 | $410K |
| Renaissance Group LLC | 0.02% | Reduce -14.6% | 1,879 | $409K |
| Transatlantique Private Wealth LLC | 0.15% | Reduce -9.1% | 1,858 | $405K |
| Magnetar Financial LLC | 0.00% | Reduce -68.6% | 1,819 | $396K |
| State of Wyoming | 0.05% | New | 1,777 | $387K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -35.4% | 1,727 | $381K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.15% | No change | 1,750 | $381K |
| Integrated Wealth Concepts LLC | 0.00% | New | 1,735 | $378K |
| PharVision Advisers, LLC | 0.53% | New | 1,699 | $370K |
| Ridgewood Investments LLC | 0.16% | Add +11.5% | 1,697 | $370K |
| Man Group plc | 0.00% | Reduce -32.2% | 1,694 | $369K |
| Hudson Bay Capital Management LP | 0.00% | New | 1,693 | $369K |
| Raiffeisen Bank International AG | 0.01% | Reduce -8.0% | 1,652 | $362K |
| Stratos Investment Management, LLC | 0.02% | New | 1,652 | $360K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +2.4% | 1,641 | $357K |
| Allianz SE | 0.01% | New | 1,608 | $350K |
| Victory Financial Group, LLC | 0.06% | New | 1,606 | $350K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +8.8% | 1,604 | $349K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,584 | $345K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.3% | 1,577 | $343K |
| NewEdge Advisors, LLC | 0.00% | Reduce -30.3% | 1,534 | $334K |
| Walleye Capital LLC | 0.00% | Reduce -70.9% | 1,531 | $333K |
| Lebenthal Global Advisors, LLC | 0.06% | New | 1,530 | $333K |
| Howard Bailey Securities, LLC | 0.10% | New | 1,524 | $332K |
| Essex Financial Services, Inc. | 0.02% | Add +15.6% | 1,521 | $331K |
| Xcel Wealth Management, LLC | 0.09% | Reduce -1.1% | 1,494 | $325K |
| Jones Financial Companies LLLP | 0.00% | Add +14.6% | 1,489 | $325K |
| Spire Wealth Management | 0.01% | Reduce -22.5% | 1,490 | $324K |
| Berkshire Asset Management LLC | 0.01% | Add +7.0% | 1,424 | $310K |
| Carl P. Sherr & Co., LLC | 0.16% | Reduce -61.9% | 1,420 | $309K |
| Sherbrooke Park Advisers LLC | 0.13% | New | 1,419 | $309K |
| Parallel Advisors, LLC | 0.01% | Add +25.2% | 1,395 | $304K |
| AE Wealth Management LLC | 0.00% | New | 1,377 | $300K |
| Founders Grove Wealth Partners, LLC | 0.07% | Add +3.0% | 1,363 | $297K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,358 | $296K |
| SYM FINANCIAL Corp | 0.03% | New | 1,355 | $295K |
| Curran Financial Partners, LLC | 0.07% | No change | 1,353 | $295K |
| Smithfield Trust Co | 0.01% | Add +3.5% | 1,342 | $291K |
| Rehmann Capital Advisory Group | 0.02% | New | 1,300 | $283K |
| Saranac Partners Ltd | 0.15% | Reduce -20.0% | 1,300 | $283K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.08% | Add +11.1% | 1,300 | $283K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,289 | $281K |
| Cidel Asset Management Inc. | 0.02% | No change | 1,284 | $280K |
| Syon Capital LLC | 0.02% | New | 1,259 | $274K |
| Equitable Trust Co. | 0.01% | Reduce -0.6% | 1,259 | $274K |
| Net Worth Advisory Group | 0.06% | New | 1,258 | $274K |
| Scott Capital Advisors, LLC | 0.07% | Reduce -28.8% | 1,222 | $274K |
| BSW Wealth Partners | 0.04% | New | 1,254 | $273K |
| Isthmus Partners, LLC | 0.03% | New | 1,248 | $272K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,208 | $270K |
| Boston Family Office LLC | 0.02% | New | 1,230 | $268K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -28.6% | 1,230 | $268K |
| DGS Capital Management, LLC | 0.06% | Reduce -8.2% | 1,227 | $267K |
| Panagora Asset Management Inc. | 0.00% | Reduce -14.5% | 1,224 | $267K |
| Mechanics Bank Trust Department | 0.04% | New | 1,218 | $265K |
| Raleigh Capital Management Inc. | 0.11% | New | 1,207 | $263K |
| Kera Capital Partners, Inc. | 0.05% | New | 1,204 | $262K |
| Hyperion Capital Advisors LP | 0.16% | Reduce -51.0% | 1,200 | $261K |
| Ballentine Partners, LLC | 0.00% | New | 1,197 | $261K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,143 | $260K |
| Accurate Wealth Management, LLC | 0.04% | New | 1,159 | $260K |
| Sivia Capital Partners, LLC | 0.09% | New | 1,180 | $257K |
| Farther Finance Advisors, LLC | 0.01% | Add +151.2% | 1,173 | $255K |
| OneAscent Wealth Management LLC | 0.09% | Reduce -11.1% | 1,173 | $255K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 1,160 | $253K |
| Blalock Williams, LLC | 0.25% | New | 1,151 | $251K |
| Old National Bancorp | 0.00% | New | 1,143 | $249K |
| Seelaus Asset Management LLC | 0.22% | New | 1,141 | $248K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,140 | $248K |
| OneAscent Financial Services LLC | 0.02% | Reduce -23.8% | 1,117 | $245K |
| Optas, LLC | 0.05% | New | 1,112 | $242K |
| Graypoint LLC | 0.01% | New | 1,110 | $242K |
| Carnegie Investment Counsel | 0.00% | New | 1,105 | $241K |
| LifeWealth Investments, LLC | 0.09% | New | 1,101 | $240K |
| Meixler Investment Management, Ltd. | 0.16% | New | 1,097 | $239K |
| Arkadios Wealth Advisors | 0.01% | New | 1,094 | $238K |
| Values First Advisors, Inc. | 0.13% | Reduce -26.3% | 1,087 | $237K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 1,083 | $236K |
| Chico Wealth RIA | 0.19% | Reduce -28.2% | 1,084 | $236K |
| Stevens Capital Management LP | 0.06% | New | 1,075 | $234K |
| Alta Advisers Ltd | 0.08% | New | 1,067 | $232K |
| Aaron Wealth Advisors LLC | 0.02% | New | 1,065 | $232K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 1,060 | $231K |
| Auxier Asset Management LLC | 0.03% | New | 1,050 | $229K |
| Arax Advisory Partners | 0.01% | Add +1180.5% | 1,050 | $229K |
| HB Wealth Management, LLC | 0.00% | New | 1,047 | $228K |
| Woodward Diversified Capital, LLC | 0.11% | New | 1,039 | $226K |
| Penserra Capital Management LLC | 0.00% | Add +11.3% | 1,035 | $224K |
| Benjamin Edwards Inc. | 0.00% | New | 1,026 | $223K |
| Whetstone Capital Advisors, LLC | 0.06% | New | 1,017 | $221K |
| Brighton Jones LLC | 0.01% | New | 1,005 | $219K |
| Douglass Winthrop Advisors, LLC | 0.00% | New | 1,000 | $218K |
| Ruane, Cunniff & Goldfarb L.P. | 0.00% | New | 1,000 | $218K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.1% | 996 | $217K |
| Independent Advisor Alliance | 0.01% | New | 994 | $216K |
| PAX Financial Group, LLC | 0.04% | New | 991 | $216K |
| Essex Bank | 0.05% | New | 990 | $216K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.01% | New | 966 | $210K |
| Kennedy Capital Management LLC | 0.00% | New | 952 | $207K |
| Triad Wealth Partners, LLC | 0.04% | New | 949 | $207K |
| Daymark Wealth Partners, LLC | 0.01% | New | 948 | $206K |
| Leigh Baldwin & Co., LLC | 0.14% | New | 947 | $206K |
| Drive Wealth Management, LLC | 0.04% | New | 930 | $203K |
| First Bank & Trust | 0.04% | New | 933 | $203K |
| PDS Planning, Inc | 0.01% | New | 923 | $201K |
| Hilltop National Bank | 0.05% | — | 903 | $197K |
| Twin Tree Management, LP | 0.00% | Reduce -98.5% | 871 | $190K |
| Brown Shipley& Co Ltd | 0.10% | No change | 830 | $181K |
| SWAN Capital LLC | 0.07% | No change | 793 | $173K |
| Brooklyn Investment Group | 0.02% | Add +225.7% | 736 | $160K |
| Acadian Asset Management LLC | 0.00% | Add +451.1% | 733 | $158K |
| Versant Capital Management, Inc | 0.02% | Add +146.7% | 718 | $156K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.06% | No change | 707 | $154K |
| Sava Infond d.o.o. | 0.02% | No change | 700 | $152K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +47.5% | 692 | $151K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.5% | 690 | $150K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -63.8% | 639 | $139K |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -1.0% | 579 | $126K |
| Anchor Investment Management, LLC | 0.01% | No change | 562 | $122K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 537 | $117K |
| Huntington National Bank | 0.00% | Reduce -72.7% | 525 | $114K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +250.7% | 505 | $110K |
| Allworth Financial LP | 0.00% | Add +55.4% | 494 | $108K |
| Essential Partners LLC | 0.04% | — | 476 | $104K |
| Steph & Co. | 0.03% | Reduce -61.5% | 470 | $102K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -97.4% | 450 | $98K |
| Global Retirement Partners, LLC | 0.00% | — | 416 | $91K |
| LRI Investments, LLC | 0.01% | Add +42.4% | 410 | $89K |
| Bessemer Group Inc. | 0.00% | Reduce -92.2% | 375 | $82K |
| UMB Bank, n.a. | 0.00% | Add +2.6% | 353 | $77K |
| Clearstead Advisors, LLC | 0.00% | Add +31.2% | 349 | $76K |
| CoreCap Advisors, LLC | 0.00% | Add +16500.0% | 332 | $72K |
| MAI Capital Management | 0.00% | Add +168.6% | 325 | $71K |
| Covestor Ltd | 0.04% | Reduce -6.9% | 312 | $68K |
| GeoWealth Management, LLC | 0.00% | New | 309 | $67K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1588.9% | 304 | $66K |
| First Horizon Advisors, Inc. | 0.00% | Add +81.4% | 303 | $66K |
| Summit Securities Group LLC | 0.02% | New | 293 | $64K |
| Larson Financial Group LLC | 0.00% | Add +287.5% | 279 | $61K |
| Blue Trust, Inc. | 0.00% | Reduce -51.4% | 274 | $60K |
| AdvisorShares Investments LLC | 0.01% | New | 267 | $58K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.6% | 255 | $56K |
| CVA Family Office, LLC | 0.01% | Add +18.6% | 255 | $56K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 249 | $54K |
| Harbour Investments, Inc. | 0.00% | Add +61.3% | 242 | $53K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.5% | 240 | $52K |
| Avalon Trust Co | 0.00% | No change | 223 | $49K |
| MCF Advisors LLC | 0.00% | No change | 214 | $47K |
| Towne Trust Company, N.A | 0.02% | No change | 202 | $44K |
| Summer Road LLC | 0.03% | No change | 200 | $44K |
| Maseco LLP | 0.00% | — | 185 | $40K |
| Private Trust Co. NA | 0.00% | Add +16.7% | 182 | $40K |
| Manchester Capital Management LLC | 0.01% | Add +4.8% | 175 | $38K |
| Fifth Third Bancorp | 0.00% | Add +230.8% | 172 | $37K |
| IFP Advisors, Inc | 0.00% | Reduce -75.7% | 129 | $36K |
| Hemington Wealth Management | 0.00% | Add +51.5% | 153 | $33K |
| Lanark Financial, Inc. | 0.00% | Add +450.0% | 143 | $31K |
| Vega Investment Solutions | 0.01% | Reduce -52.7% | 184 | $29K |
| Clark Wealth Partners | 0.02% | Reduce -12.7% | 131 | $29K |
| SouthState Bank Corp | 0.00% | Add +2.4% | 130 | $28K |
| True Wealth Design, LLC | 0.01% | Add +145.3% | 130 | $28K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -2.3% | 129 | $28K |
| Walleye Trading LLC | 0.00% | New | 115 | $25K |
| Bokf, NA | 0.00% | New | 114 | $25K |
| Bares Capital Management, Inc. | 0.00% | New | 103 | $22K |
| Sunbelt Securities, Inc. | 0.00% | New | 121 | $21K |
| TD Private Client Wealth LLC | 0.00% | Reduce -53.2% | 96 | $21K |
| PEAK6 LLC | 0.00% | New | 93 | $20K |
| Sierra Ocean, LLC | 0.01% | Add +30.4% | 90 | $20K |
| Private Wealth Management Group, LLC | 0.01% | Add +33.3% | 84 | $18K |
| Boreal Capital Management LLC | 0.02% | — | 82 | $18K |
| Whittier Trust Co. | 0.00% | Reduce -89.5% | 81 | $18K |
| Zions Bancorporation, National Association | 0.00% | Reduce -1.2% | 80 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Add +10.4% | 74 | $16K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 73 | $16K |
| Fortitude Family Office, LLC | 0.01% | Add +33.3% | 72 | $16K |
| Bell Investment Advisors, Inc | 0.00% | Add +13.8% | 66 | $14K |
| Clearstead Trust, LLC | 0.00% | Add +18.4% | 58 | $13K |
| Grove Bank & Trust | 0.00% | Reduce -71.2% | 57 | $12K |
| Avion Wealth | 0.00% | Add +211.1% | 56 | $12K |
| Redmont Wealth Advisors LLC | 0.02% | New | 53 | $12K |
| American National Bank & Trust | 0.00% | Reduce -80.2% | 53 | $12K |
| Investors Research Corp | 0.00% | No change | 52 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -37.8% | 46 | $10K |
| MV Capital Management, Inc. | 0.00% | Add +46.9% | 47 | $10K |
| Livelsberger Financial Advisory | 0.19% | New | 46 | $10K |
| Sachetta, LLC | 0.00% | Add +158.8% | 44 | $10K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 39 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 38 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 38 | $8K |
| Dogwood Wealth Management LLC | 0.00% | Add +1133.3% | 37 | $8K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -82.2% | 37 | $8K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 36 | $8K |
| Cromwell Holdings LLC | 0.00% | Add +183.3% | 34 | $7K |
| Rothschild Investment LLC | 0.00% | Add +39.1% | 32 | $7K |
| Key Financial Inc | 0.00% | New | 31 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -6.1% | 31 | $7K |
| MTM Investment Management, LLC | 0.00% | New | 30 | $7K |
| Meeder Asset Management Inc. | 0.00% | Reduce -99.6% | 30 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $6K |
| LGT Financial Advisors LLC | 0.01% | Add +4.0% | 26 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +8.7% | 25 | $5K |
| Motco | 0.00% | New | 23 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 23 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -34.3% | 23 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +90.9% | 21 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +10.5% | 21 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Add +350.0% | 18 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 17 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +183.3% | 17 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 16 | $3K |
| Hughes Financial Services, LLC | 0.00% | Reduce -16.7% | 15 | $3K |
| First Pacific Financial | 0.00% | Add +15.4% | 15 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 15 | $3K |
| Dunhill Financial, LLC | 0.00% | New | 15 | $3K |
| Oakworth Capital, Inc. | 0.00% | No change | 15 | $3K |
| Highline Wealth Partners LLC | 0.00% | Add +75.0% | 14 | $3K |
| Park Place Capital Corp | 0.00% | Reduce -95.8% | 12 | $3K |
| WealthCollab, LLC | 0.00% | No change | 12 | $3K |
| Princeton Global Asset Management LLC | 0.00% | New | 12 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -7.7% | 12 | $3K |
| Nova Wealth Management, Inc. | 0.00% | New | 11 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 10 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +200.0% | 9 | $2K |
| Trust Co | 0.00% | No change | 9 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 8 | $2K |
| Activest Wealth Management | 0.00% | Add +0.0% | 8 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 8 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 8 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 8 | $2K |
| Abound Wealth Management | 0.00% | Reduce -52.9% | 8 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 6 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | Add +100.0% | 6 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 6 | $1K |
| WealthTrak Capital Management LLC | 0.00% | New | 5 | $1K |
| Kilter Group LLC | 0.00% | New | 5 | $1K |
| Ransom Advisory, Ltd | 0.00% | No change | 5 | $1K |
| CX Institutional | 0.00% | New | 3 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +100.0% | 4 | $871 |
| Bare Financial Services, Inc | 0.00% | No change | 4 | $871 |
| Concord Wealth Partners | 0.00% | No change | 4 | $871 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $656 |
| Binnacle Investments Inc | 0.00% | No change | 3 | $653 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $653 |
| Rakuten Securities, Inc. | 0.00% | Reduce -80.0% | 2 | $436 |
| Creative Financial Designs Inc. | 0.00% | Add +100.0% | 2 | $436 |
| Federated Hermes, Inc. | 0.00% | New | 2 | $436 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $359 |
| IMA Advisory Services, Inc. | 0.00% | New | 1 | $219 |
| Quaker Wealth Management, LLC | 0.00% | — | 1 | $218 |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 1 | $218 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $218 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -83.3% | 1 | $218 |
"% of holder's portfolio" is FERG's weight in each manager's 13F, not the share of Ferguson Enterprises Inc. the manager owns.