Fair IsaacFICO

13F holders, Q1 2025 (March 31)
968holders −35
88new positions
119sold out
12famous investors
$1843.19avg. 13F price*

At the end of Q1 2025, 968 institutions reported holding Fair Isaac Corp. (FICO) in their 13F filings, down 35 from Q4 2024. 88 opened new positions and 119 sold out. The largest holders were Vanguard Group Inc. ($5.5B), BlackRock, Inc. ($4.3B) and State Street Corp. ($2.0B). 12 famous investors held it, including Dev Kantesaria (32.3% of Valley Forge Capital Management's portfolio), Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio) and Ken Griffin (0.4% of Citadel Advisors's portfolio).

Company
Fair Isaac Corp.
Sector
Consumer Discretionary
CUSIP
303250104
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 784Q1 2024Q2 2024: 827Q2 2024Q3 2024: 923Q3 2024Q4 2024: 1,003Q4 2024Q1 2025: 968Q1 2025Q2 2025: 1,015Q2 2025Q3 2025: 939Q3 2025Q4 2025: 988Q4 2025Q1 2026: 856Q1 2026Q2 2026: 848Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions88$660.6M
Exits119$472.1M

All 13F filers, Q4 2024 → Q1 2025: 1,788,595 shares bought and 1,515,375 shares sold, net +273,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 968 holders

Vanguard Group Inc. 0.10% Add +2.0% 2,962,434 $5.5B
BlackRock, Inc. 0.09% Reduce -5.4% 2,338,265 $4.3B
State Street Corp. 0.08% Add +0.5% 1,070,392 $2.0B
T. Rowe Price Associates Inc. 0.19% Add +0.5% 823,574 $1.5B
Valley Forge Capital Management 32.29% Reduce -2.0% 768,422 $1.4B
Geode Capital Management, LLC 0.10% Add +5.4% 698,793 $1.3B
JPMorgan Chase & Co. 0.08% Reduce -14.5% 580,201 $1.1B
Morgan Stanley 0.06% Add +17.1% 453,008 $835.4M
Principal Financial Group Inc. 0.41% Add +7.3% 391,823 $722.6M
American Century Companies Inc. 0.44% Add +4.7% 386,618 $713.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Add +29.7% 316,780 $584.2M
AF Advisors, Inc. 97.91% Reduce -21.5% 280,597 $517.5M
T. Rowe Price Investment Management, Inc. 0.33% Reduce -14.8% 272,027 $501.7M
Winslow Capital Management, LLC 1.96% Add +66.9% 266,414 $491.3M
Northern Trust Corp. 0.07% Reduce -3.2% 246,172 $454.0M
Lindsell Train Ltd 12.26% Reduce -6.0% 240,300 $443.2M
Kensico Capital Management Corp. 9.96% Add +1.8% 239,680 $442.0M
Kayne Anderson Rudnick Investment Management LLC 1.05% Reduce -11.3% 232,691 $429.1M
Norges Bank 0.06% Add +3.0% 228,845 $422.0M
Citadel Advisors 0.38% Add +2099.3% 210,273 $387.8M
Franklin Resources Inc. 0.11% Reduce -23.7% 203,407 $375.1M
Invesco Ltd. 0.07% Reduce -17.5% 185,756 $342.6M
FMR LLC 0.02% Add +50.6% 185,405 $341.9M
Alliancebernstein L.P. 0.12% Reduce -42.8% 182,539 $336.6M
Legal & General Group Plc 0.09% Add +3.8% 173,374 $319.7M
Charles Schwab Investment Management Inc. 0.06% Add +3.2% 171,124 $315.6M
Millennium Management 0.30% Add +51.8% 164,418 $303.2M
Neuberger Berman Group LLC 0.25% Reduce -12.8% 162,387 $299.5M
Goldman Sachs Group Inc. 0.06% Reduce -11.3% 158,620 $292.5M
Bank of America Corp. 0.03% Reduce -16.8% 157,985 $291.3M
Arrowstreet Capital, Limited Partnership 0.24% Reduce -2.3% 157,984 $291.3M
D. E. Shaw & Co. 0.37% Add +35.7% 156,708 $289.0M
Ako Capital LLP 3.60% Add +1.4% 150,660 $277.8M
Bank of New York Mellon Corp 0.05% Reduce -2.6% 145,468 $268.3M
Jennison Associates LLC 0.15% Reduce -54.2% 116,546 $214.9M
AustralianSuper Pty Ltd 1.15% Add +7.3% 110,314 $203.4M
Squarepoint Ops LLC 0.49% Add +67.2% 108,277 $199.7M
Deutsche Bank AG 0.08% Add +4.3% 107,307 $197.9M
Dimensional Fund Advisors LP 0.05% Reduce -4.3% 100,693 $185.7M
Royal Bank of Canada 0.04% Add +3.1% 100,359 $185.1M
Raymond James Financial Inc. 0.07% Reduce -1.3% 98,921 $182.4M
Heard Capital LLC 10.44% Add +15.7% 95,267 $175.7M
Baron Capital (BAMCO) 0.47% Reduce -7.8% 86,240 $159.0M
National Pension Service 0.15% Add +7.9% 85,479 $157.6M
Balyasny Asset Management L.P. 0.40% New 84,504 $155.8M
AQR Capital Management 0.16% Add +3.1% 86,235 $155.6M
Amundi 0.05% Add +27.3% 80,639 $145.2M
Captrust Financial Advisors 0.36% Add +9837.7% 77,514 $142.9M
Capital International Investors 0.03% Reduce -45.1% 74,890 $138.1M
Sei Investments Co. 0.17% Add +41.0% 72,540 $133.8M
Pictet Asset Management Holding SA 0.14% Reduce -2.4% 70,027 $129.1M
Swiss National Bank 0.09% Reduce -0.9% 68,700 $126.7M
Wells Fargo & Company 0.03% Add +1.6% 68,498 $126.3M
UBS Group AG 0.03% Add +19.2% 68,410 $126.2M
TD Asset Management Inc 0.12% Add +2.9% 68,048 $125.5M
Bowie Capital Management, LLC 5.90% Add +8.5% 63,105 $116.4M
Ameriprise Financial Inc. 0.03% Add +56.7% 62,536 $115.3M
Nuveen, LLC 0.04% — 62,285 $114.9M
Barclays PLC 0.05% Add +40.4% 61,916 $114.2M
Marshall Wace, LLP 0.15% Add +101.1% 61,467 $113.4M
Schroder Investment Management Group 0.11% Reduce -18.0% 59,330 $108.9M
Point72 Asset Management 0.31% New 58,395 $107.7M
EULAV Asset Management 2.59% No change 56,900 $104.9M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +1.2% 56,404 $104.0M
Qube Research & Technologies Ltd 0.16% Add +56.0% 56,240 $103.7M
CIBC Private Wealth Group LLC 0.21% Add +0.1% 60,634 $101.7M
Renaissance Technologies 0.15% Add +53.6% 52,550 $96.9M
Rhumbline Advisers 0.09% Add +3.7% 51,873 $95.7M
Assenagon Asset Management S.A. 0.17% Add +173.0% 51,354 $94.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.67% — 49,100 $90.5M
Westfield Capital Management Co. LP 0.44% Add +14.5% 48,827 $90.0M
Citigroup Inc. 0.06% Add +116.2% 45,929 $84.7M
BNP Paribas Financial Markets 0.06% Reduce -1.6% 45,174 $83.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +14.8% 43,596 $80.4M
Focus Partners Wealth 0.20% Add +2.5% 43,149 $79.6M
California Public Employees Retirement System 0.05% Reduce -3.2% 40,941 $75.5M
Envestnet Asset Management Inc. 0.02% Reduce -8.4% 39,530 $72.9M
Allspring Global Investments Holdings, LLC 0.13% Reduce -23.8% 38,966 $72.8M
Cypress Funds LLC 9.98% No change 38,930 $71.8M
HSBC Holdings PLC 0.05% Reduce -17.3% 38,674 $71.2M
Wellington Management Group LLP 0.01% Reduce -51.0% 37,367 $68.9M
Frontier Capital Management Co. LLC 0.74% Reduce -5.8% 36,927 $68.1M
Voya Investment Management LLC 0.09% Add +8.7% 36,199 $66.8M
California State Teachers Retirement System 0.08% Reduce -1.6% 36,038 $66.5M
Intech Investment Management LLC 0.67% Add +22.3% 35,091 $64.7M
Victory Capital Management Inc. 0.06% Reduce -9.2% 33,660 $62.1M
Aviva PLC 0.14% Reduce -22.0% 32,111 $59.2M
Silvant Capital Management LLC 2.67% Add +0.1% 31,494 $58.1M
Junto Capital Management LP 1.30% New 30,802 $56.8M
Bowen Hanes & Co. Inc. 1.54% No change 30,000 $55.3M
Chicago Capital, LLC 1.55% Reduce -28.3% 29,680 $54.7M
Caisse de depot et placement du Quebec 0.11% Add +30.4% 28,447 $52.5M
Railway Pension Investments Ltd 0.71% Reduce -3.6% 27,090 $50.0M
Man Group plc 0.15% Add +81.7% 27,016 $49.8M
Nordea Investment Management AB 0.05% Add +11.3% 27,773 $49.7M
Ycg, LLC 3.77% Add +60.7% 26,116 $48.2M
Russell Investments Group, Ltd. 0.06% Add +32.0% 25,549 $47.1M
Argent Capital Management LLC 1.44% Reduce -48.5% 25,530 $47.1M
CANADA LIFE ASSURANCE Co 0.08% Add +1.7% 25,179 $46.5M
State Board of Administration of Florida Retirement System 0.09% Add +1.0% 25,189 $46.5M
Robeco Institutional Asset Management B.V. 0.09% Reduce -17.9% 24,159 $44.6M
OAKMONT Corp 8.66% Reduce -0.6% 23,793 $43.9M
Bank of Montreal 0.02% Reduce -10.9% 22,752 $42.0M
Worldquant Millennium Advisors LLC 0.26% Reduce -10.1% 22,219 $41.0M
Allianz Asset Management GmbH 0.06% Add +948.0% 21,410 $39.5M
Spear Holdings RSC Ltd 3.04% — 21,400 $39.5M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -6.6% 21,300 $39.3M
New York State Teachers Retirement System 0.09% Reduce -7.0% 21,284 $39.3M
TimesSquare Capital Management, LLC 0.63% New 21,164 $39.0M
Storebrand Asset Management As 0.13% Reduce -12.6% 20,882 $38.5M
Spyglass Capital Management LLC 2.63% New 20,782 $38.3M
Mitsubishi UFJ Trust & Banking Corp 0.10% Add +9.8% 20,413 $37.6M
RBF Capital, LLC 2.33% No change 20,000 $36.9M
Korea Investment CORP 0.09% Add +30.3% 19,816 $36.5M
Candlestick Capital Management LP 1.40% New 19,393 $35.8M
First Trust Advisors LP 0.03% Reduce -19.1% 18,739 $34.6M
Curi Capital, LLC 0.84% Add +23.7% 18,555 $34.2M
Riverbridge Partners LLC 0.55% Reduce -0.9% 18,515 $34.1M
DekaBank Deutsche Girozentrale 0.07% Add +1.9% 18,867 $34.0M
Gillson Capital LP 2.79% New 17,753 $32.7M
Holocene Advisors, LP 0.10% Add +160.2% 17,708 $32.7M
O'shaughnessy Asset Management, LLC 0.26% Reduce -8.7% 17,611 $32.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +18.8% 17,388 $32.1M
Public Employees Retirement Association of Colorado 0.13% No change 17,035 $31.4M
Fred Alger Management, LLC 0.17% Add +265.3% 16,560 $30.5M
Asset Management One Co., Ltd. 0.10% Add +5.6% 16,358 $30.2M
Macquarie Group Ltd. 0.04% Add +16.1% 16,227 $29.9M
Corient Private Wealth LP 0.05% Reduce -3.3% 15,961 $29.4M
State of Wisconsin Investment Board 0.08% Reduce -11.2% 15,926 $29.4M
Aware Super Pty Ltd as trustee of Aware Super 0.49% No change 15,625 $28.8M
Ensign Peak Advisors, Inc 0.05% Add +3.6% 15,446 $28.5M
Skandinaviska Enskilda Banken AB (publ) 0.14% Add +1.7% 15,301 $28.2M
KBC Group NV 0.09% Add +80.9% 15,080 $27.8M
Dock Street Asset Management Inc. 3.24% Add +3.9% 14,894 $27.5M
Nomura Asset Management Co. Ltd. 0.08% Add +2.1% 14,614 $27.0M
Burney Co./ 0.97% Reduce -5.0% 14,408 $26.6M
Manufacturers Life Insurance Company, The 0.03% Reduce -4.4% 14,262 $26.3M
Andra AP-fonden 0.42% No change 13,900 $25.6M
Whittier Trust Co. 0.35% Add +2.2% 13,754 $25.4M
LPL Financial LLC 0.01% Reduce -42.0% 13,723 $25.3M
Capital Fund Management S.A. 0.32% New 13,673 $25.2M
BI Asset Management Fondsmaeglerselskab A/S 0.28% Reduce -1.4% 13,556 $25.0M
Congress Asset Management Co. 0.19% Reduce -1.6% 13,506 $24.9M
PGGM Investments 0.33% No change 13,385 $24.7M
Tidal Investments LLC 0.21% Reduce -6.1% 13,275 $24.5M
Castleark Management LLC 0.85% Add +1.2% 13,270 $24.5M
Segall Bryant & Hamill, LLC 0.37% Reduce -10.1% 13,257 $24.4M
National Bank of Canada 0.03% Reduce -27.4% 13,245 $24.4M
Aberdeen Group plc 0.05% Add +102.0% 13,189 $23.9M
Illinois Municipal Retirement Fund 0.35% Add +7.6% 12,944 $23.9M
Stifel Financial Corp. 0.03% Reduce -21.2% 12,933 $23.8M
APG Asset Management N.V. 0.07% Reduce -3.5% 13,927 $23.8M
Chevy Chase Trust Holdings, LLC 0.08% Add +0.2% 12,805 $23.6M
Royal London Asset Management Ltd. 0.06% Add +10.5% 12,771 $23.6M
Prudential Financial Inc. 0.03% Add +0.4% 12,605 $23.2M
New York State Common Retirement Fund 0.03% Reduce -3.9% 12,361 $22.8M
Federated Hermes, Inc. 0.05% Reduce -40.5% 12,265 $22.6M
Thrivent Financial for Lutherans 0.05% Add +5.6% 12,238 $22.6M
Two Sigma Advisers, LP 0.05% Add +617.6% 12,200 $22.5M
Schonfeld Strategic Advisors LLC 0.15% Add +279.5% 12,134 $22.4M
Swedbank AB 0.03% Reduce -6.5% 12,105 $22.3M
Treasurer of the State of North Carolina 0.09% Reduce -4.4% 11,891 $21.9M
Two Sigma Investments, LP 0.05% Add +893.9% 11,350 $20.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +5.2% 11,274 $20.8M
Stony Point Capital LLC 2.20% Add +31.2% 11,034 $20.3M
Danske Bank A/S 0.06% Reduce -28.2% 10,923 $20.1M
Estuary Capital Management LP 4.87% New 10,890 $20.1M
Bank of Nova Scotia 0.04% Add +18.3% 10,743 $19.8M
Bank Julius Baer & Co. Ltd, Zurich 0.06% Reduce -23.0% 10,452 $19.2M
Public Sector Pension Investment Board 0.08% Add +3.1% 9,756 $18.0M
KLP Kapitalforvaltning As 0.09% Reduce -29.4% 9,630 $17.8M
Vestcor Inc 0.59% Reduce -3.9% 9,587 $17.7M
Jain Global LLC 0.37% New 9,569 $17.6M
Coalescence Partners Investment Management, LP 5.99% Add +65.0% 9,551 $17.6M
Handelsbanken Fonder AB 0.07% Reduce -0.1% 9,343 $17.2M
Mn Services Vermogensbeheer B.V. 0.13% Reduce -6.1% 9,200 $17.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.17% Add +3.3% 9,080 $16.7M
Toronto Dominion Bank 0.04% Reduce -31.3% 8,982 $16.6M
SG Americas Securities, LLC 0.06% New 8,954 $16.5M
Resona Asset Management Co.,Ltd. 0.09% Add +7.2% 8,746 $16.1M
Abacus FCF Advisors LLC 2.53% Add +230.2% 8,738 $16.1M
Comerica Bank 0.07% Add +18.5% 8,636 $15.9M
Driehaus Capital Management LLC 0.15% Add +5.3% 8,550 $15.8M
Pacer Advisors, Inc. 0.04% Reduce -5.6% 8,474 $15.6M
Public Employees Retirement System of Ohio 0.06% Reduce -8.3% 8,341 $15.4M
Nippon Life Global Investors Americas, Inc. 0.73% Add +59.5% 8,040 $14.8M
State of New Jersey Common Pension Fund D 0.07% Reduce -10.8% 8,021 $14.8M
Square Wave Partners, L.P. 15.82% Add +3.1% 8,016 $14.8M
Square Wave Capital, LLC 15.82% Add +3.1% 8,016 $14.8M
Moran Wealth Management, LLC 0.49% Reduce -1.2% 7,848 $14.5M
Lansforsakringar Fondforvaltning AB (publ) 0.09% Reduce -2.2% 7,839 $14.5M
Eventide Asset Management, LLC 0.29% Add +0.8% 7,834 $14.4M
11 Capital Partners LP 4.74% Add +84.6% 7,748 $14.3M
Janus Henderson Group PLC 0.01% Reduce -0.5% 7,781 $14.2M
Mackenzie Financial Corp. 0.02% Reduce -4.3% 7,594 $14.0M
Voloridge Investment Management, LLC 0.05% New 7,515 $13.9M
Geneva Capital Management LLC 0.25% Add +23.0% 7,315 $13.5M
MetLife Investment Management, LLC 0.07% Reduce -1.6% 7,208 $13.3M
Los Angeles Capital Management LLC 0.06% Add +3123.0% 7,155 $13.2M
Commonwealth Equity Services, LLC 0.02% Reduce -2.8% 7,120 $13.1M
Arizona State Retirement System 0.08% Reduce -1.1% 7,042 $13.0M
Moneta Group Investment Advisors LLC 0.18% Add +2025.1% 6,949 $12.8M
Mariner, LLC 0.02% Add +4.4% 6,926 $12.8M
Whittier Trust Co. of Nevada Inc. 0.32% Add +5.1% 6,901 $12.7M
Westwind Capital 3.10% Reduce -0.3% 6,758 $12.5M
Vident Advisory, LLC 0.18% Add +16.6% 6,690 $12.3M
Rafferty Asset Management, LLC 0.05% Reduce -20.4% 6,687 $12.3M
Candriam S.C.A. 0.08% Reduce -15.8% 6,626 $12.2M
State of Michigan Retirement System 0.07% No change 6,600 $12.2M
Canada Pension Plan Investment Board 0.01% Add +12.7% 6,465 $11.9M
Dakota Wealth Management 0.28% New 6,464 $11.9M
Forsta Ap-Fonden 0.09% Reduce -3.0% 6,400 $11.8M
Shell Asset Management Co. 0.55% Reduce -4.2% 6,323 $11.7M
Biondo Investment Advisors, LLC 1.64% Add +0.8% 6,277 $11.6M
Daiwa Securities Group Inc. 0.05% Add +9.6% 6,231 $11.5M
Corebridge Financial, Inc. 0.07% Reduce -3.6% 6,212 $11.5M
State of Tennessee, Department of Treasury 0.04% Reduce -2.8% 6,100 $11.2M
Eisler Capital Management Ltd. 0.34% New 6,125 $11.2M
Mediolanum International Funds Ltd 0.15% Add +33.3% 6,048 $11.1M
Edgestream Partners, L.P. 0.38% Add +646.3% 6,008 $11.1M
Cetera Investment Advisers 0.02% Reduce -1.4% 5,995 $11.1M
ProShare Advisors LLC 0.02% Add +16.2% 5,626 $10.4M
Czech National Bank 0.09% Add +6.2% 5,608 $10.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +7.9% 5,584 $10.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Reduce -6.7% 5,550 $10.2M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +31.3% 5,433 $10.0M
Quantinno Capital Management LP 0.07% Add +58.2% 5,415 $10.0M
Empowered Funds, LLC 0.14% Add +8.6% 5,375 $9.9M
Amalgamated Bank 0.08% Add +1.2% 5,348 $9.9M
Jag Capital Management, LLC 1.31% Reduce -28.1% 5,316 $9.8M
UniSuper Management Pty Ltd 0.07% Add +8.2% 5,311 $9.8M
STRS Ohio 0.04% Add +23.3% 5,300 $9.8M
Pathstone Holdings, LLC 0.04% Reduce -1.9% 5,294 $9.8M
Taylor Hoffman Capital Management LLC 3.61% Reduce -1.6% 5,210 $9.7M
Xponance LLC 0.09% Add +2.0% 5,271 $9.7M
Retirement Systems of Alabama 0.04% Reduce -0.4% 5,247 $9.7M
Creative Planning 0.01% Add +12.7% 5,153 $9.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +207.8% 5,085 $9.4M
Barlow Wealth Partners, LLC 1.22% Add +0.7% 4,777 $9.3M
Solidarity Wealth, LLC 2.28% Add +28.1% 5,021 $9.3M
Lighthouse Investment Partners, LLC 0.42% New 4,957 $9.1M
Ritholtz Wealth Management 0.27% Reduce -6.4% 4,923 $9.1M
Credit Agricole S A 0.03% Reduce -25.0% 4,912 $9.1M
Marks Group Wealth Management, Inc 0.86% Reduce -1.5% 4,871 $9.0M
FIL Ltd 0.01% Reduce -35.0% 4,864 $9.0M
Caxton Associates LLP 0.31% — 4,847 $8.9M
Commerce Bank 0.06% Add +5.8% 4,759 $8.8M
Sanctuary Advisors, LLC 0.06% Reduce -0.3% 4,759 $8.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -0.8% 4,657 $8.6M
Carderock Capital Management Inc. 2.27% Reduce -11.6% 4,641 $8.6M
Brown Advisory Inc. 0.01% Reduce -24.8% 4,628 $8.5M
Federation des caisses Desjardins du Quebec 0.04% Add +14.6% 4,612 $8.5M
IFM Investors Pty Ltd 0.09% Reduce -0.8% 4,591 $8.5M
Nisa Investment Advisors, LLC 0.04% Reduce -0.8% 4,363 $8.0M
Atria Investments, Inc 0.10% Add +1.9% 4,357 $8.0M
Knightsbridge Asset Management, LLC 2.07% Reduce -8.3% 4,304 $7.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +24.6% 4,287 $7.9M
Engineers Gate Manager LP 0.13% Reduce -58.6% 4,241 $7.8M
DNB Asset Management AS 0.04% Reduce -2.3% 4,184 $7.7M
King Luther Capital Management Corp. 0.04% New 4,146 $7.6M
Janney Montgomery Scott LLC 0.02% Add +10.6% 4,124 $7.6M
USS Investment Management Ltd 0.06% No change 4,032 $7.4M
Varma Mutual Pension Insurance Co 0.06% Reduce -9.1% 4,000 $7.4M
OP Asset Management Ltd 0.12% — 3,997 $7.4M
M&T Bank Corp 0.03% Reduce -22.9% 3,989 $7.4M
Utah Retirement Systems 0.08% Reduce -0.3% 3,928 $7.2M
Caprock Group, LLC 0.22% Reduce -5.9% 3,900 $7.2M
Spire Wealth Management 0.23% Reduce -0.7% 3,877 $7.1M
Conestoga Capital Advisors, LLC 0.11% Reduce -63.9% 3,862 $7.1M
Atom Investors LP 0.87% New 3,844 $7.1M
CIBC Asset Management Inc 0.02% Reduce -1.2% 3,686 $6.8M
Vanguard Personalized Indexing Management, LLC 0.10% Add +12.5% 3,611 $6.7M
New York Life Investment Management LLC 0.07% Reduce -0.3% 3,610 $6.7M
Swiss Life Asset Management Ltd 0.05% Add +24.2% 3,580 $6.6M
Teacher Retirement System of Texas 0.03% Add +138.6% 3,562 $6.6M
Police & Firemen's Retirement System of New Jersey 0.06% Add +0.7% 3,471 $6.4M
AdvisorShares Investments LLC 1.25% Reduce -0.9% 3,425 $6.4M
Quadrature Capital Ltd 0.14% Reduce -56.8% 3,468 $6.4M
EP Wealth Advisors, LLC 0.05% Add +0.1% 3,447 $6.4M
Silvercrest Asset Management Group LLC 0.05% Add +8.2% 3,434 $6.3M
LGT Group Foundation 0.09% New 3,359 $6.2M
Bokf, NA 0.11% Add +19.4% 3,285 $6.1M
Alcosta Capital Management, Inc. 4.01% Reduce -0.6% 3,260 $6.0M
US Bancorp \de 0.01% Reduce -21.6% 3,257 $6.0M
Sterling Capital Management LLC 0.09% Reduce -4.9% 3,247 $6.0M
Fortis Capital Management LLC 1.15% Add +9.6% 3,218 $5.9M
Oddo BHF Asset Management Sas 0.24% Add +30.0% 3,218 $5.9M
Yousif Capital Management, LLC 0.07% Add +0.6% 3,089 $5.7M
Ethic Inc. 0.11% Add +4.6% 3,036 $5.7M
Oppenheimer Asset Management Inc. 0.07% Add +12.5% 3,062 $5.6M
Susquehanna International Group, LLP 0.01% Reduce -75.9% 3,055 $5.6M
Sandler Capital Management 1.82% Reduce -14.6% 3,024 $5.6M
Nissay Asset Management Corp. /Japan 0.04% Add +1.6% 3,020 $5.6M
PNC Financial Services Group, Inc. 0.00% Add +6.1% 3,004 $5.5M
Ieq Capital, LLC 0.04% Add +14.4% 2,998 $5.5M
Quantum Capital Management, LLC / NJ 0.57% Reduce -1.3% 2,971 $5.5M
Cibc World Markets Corp. 0.04% Reduce -23.1% 2,943 $5.4M
Wealthfront Advisers LLC 0.01% Add +3.0% 2,933 $5.4M
Daiichi Life Insurance Co., Ltd. 0.16% Reduce -1.2% 2,920 $5.4M
Main Street Research LLC 0.35% Reduce -6.2% 2,913 $5.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.4% 2,908 $5.4M
AXA S.A. 0.02% Add +4.5% 2,887 $5.3M
Algert Global LLC 0.13% Add +28.8% 2,877 $5.3M
XXEC, Inc. 4.58% Reduce -0.9% 2,869 $5.3M
State of Alaska, Department of Revenue 0.06% Add +3.0% 2,858 $5.3M
Verition Fund Management LLC 0.03% Reduce -13.2% 2,846 $5.2M
Mutual of America Capital Management LLC 0.06% Reduce -2.6% 2,838 $5.2M
NWK Group, Inc. 2.38% Reduce -2.3% 2,817 $5.2M
Vestmark Advisory Solutions, Inc. 0.13% Add +89.7% 2,804 $5.2M
Truist Financial Corp. 0.01% Add +0.3% 2,767 $5.1M
Sawyer & Company, Inc 2.03% Reduce -3.7% 2,727 $5.0M
Dorsey Wright & Associates 1.26% Reduce -0.1% 2,685 $5.0M
Berger Financial Group, Inc 0.34% Reduce -0.1% 2,645 $4.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +9.5% 2,596 $4.8M
University of Texas/Texas Am Investment Management Co. 0.80% Add +133.6% 2,542 $4.7M
Roundview Capital LLC 0.34% Add +63.1% 2,527 $4.7M
Hancock Whitney Corp. 0.15% Reduce -19.6% 2,514 $4.6M
Blair William & Co. 0.01% Reduce -11.9% 2,501 $4.6M
Gotham Asset Management 0.04% Reduce -12.5% 2,387 $4.4M
Inspire Investing, LLC 0.52% Add +3.2% 2,386 $4.4M
Baird Financial Group, Inc. 0.01% Add +4.0% 2,343 $4.3M
Advisory Services Network, LLC 0.08% Add +3.1% 2,328 $4.3M
OMERS ADMINISTRATION Corp 0.04% Add +10.5% 2,306 $4.3M
HRT Financial LP 0.03% Reduce -66.6% 2,272 $4.2M
Cerity Partners LLC 0.01% Add +42.9% 2,241 $4.1M
Rakuten Investment Management, Inc. 0.02% — 2,230 $4.1M
Freestone Grove Partners LP 0.04% Add +1695.1% 2,190 $4.0M
B. Metzler seel. Sohn & Co. AG 0.04% Add +40.7% 2,158 $4.0M
Prescott Group Capital Management, L.L.C. 0.57% Add +7.5% 2,149 $4.0M
Pinebridge Investments, L.P. 0.03% Reduce -22.3% 2,143 $4.0M
Woodline Partners LP 0.03% Add +46.1% 2,138 $3.9M
Taikang Asset Management (Hong Kong) Co Ltd 0.53% Add +69.4% 2,099 $3.9M
Oregon Public Employees Retirement Fund 0.07% No change 2,091 $3.9M
Occudo Quantitative Strategies LP 0.51% New 2,089 $3.8M
Cabot Wealth Management Inc. 0.48% Add +2.3% 2,062 $3.8M
Jefferies Financial Group Inc. 0.07% Add +474.7% 2,000 $3.7M
Tredje AP-fonden 0.03% No change 2,000 $3.7M
Alpha Cubed Investments, LLC 0.16% Add +313.3% 1,955 $3.6M
Mizuho Securities USA LLC 0.08% Reduce -15.3% 1,955 $3.6M
HighPoint Advisor Group LLC 0.21% Add +1.9% 1,801 $3.5M
New Age Alpha Advisors, LLC 0.16% Reduce -9.6% 1,903 $3.5M
Walleye Capital LLC 0.04% Add +164.8% 1,883 $3.5M
Financial Advisors Network, Inc. 0.57% New 1,867 $3.4M
Teachers Retirement System of the State of Kentucky 0.03% No change 1,845 $3.4M
Meiji Yasuda Asset Management Co Ltd. 0.14% Reduce -1.4% 1,833 $3.4M
Interval Partners, LP 0.12% New 1,817 $3.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -31.0% 1,811 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.5% 1,771 $3.3M
Choreo, LLC 0.05% Add +4.8% 1,745 $3.2M
Banque Cantonale Vaudoise 0.14% — 1,739 $3.2M
Accretive Wealth Partners, LLC 1.13% Reduce -1.8% 1,551 $3.2M
Stephens Inc. 0.05% Reduce -6.6% 1,704 $3.1M
Townsquare Capital LLC 0.03% Reduce -1.3% 1,681 $3.1M
Linden Thomas Advisory Services, LLC 0.40% Add +6.4% 1,672 $3.1M
Norinchukin Bank, The 0.06% Reduce -0.8% 1,672 $3.1M
Field & Main Bank 1.07% Reduce -2.9% 1,650 $3.0M
Cavalier Investments, LLC 1.02% Reduce -0.1% 1,628 $3.0M
Kentucky Retirement Systems 0.09% Reduce -3.9% 1,620 $3.0M
Exchange Traded Concepts, LLC 0.05% Add +28.1% 1,619 $3.0M
Settian Capital LP 2.30% Add +45.5% 1,600 $3.0M
Jump Financial, LLC 0.05% Reduce -25.9% 1,593 $2.9M
Peak Financial Advisors LLC 1.46% New 1,560 $2.9M
Knollwood Investment Advisory, LLC 0.32% No change 1,550 $2.9M
First National Advisers, LLC 0.45% Add +9.3% 1,540 $2.8M
Silphium Asset Management Ltd 2.28% Add +24.8% 1,535 $2.8M
First National Bank of Omaha 0.19% Reduce -2.4% 1,510 $2.8M
Telligent Fund, LP 3.07% No change 1,500 $2.8M
Hartford Investment Management Co. 0.10% Reduce -1.0% 1,494 $2.8M
Point72 (DIFC) Ltd 0.26% New 1,480 $2.7M
NEOS Investment Management LLC 0.05% Add +71.0% 1,476 $2.7M
Motley Fool Asset Management LLC 0.15% Add +8.2% 1,460 $2.7M
Osterweis Capital Management Inc. 0.18% Reduce -18.5% 1,442 $2.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -26.5% 1,438 $2.7M
NewEdge Wealth, LLC 0.05% Reduce -12.7% 1,430 $2.6M
Entropy Technologies, LP 0.25% New 1,400 $2.6M
Alaethes Wealth, LLC 0.94% Add +2.5% 1,397 $2.6M
Nomura Holdings Inc. 0.01% Add +73.1% 1,397 $2.6M
ERn Financial, LLC 0.40% No change 1,367 $2.5M
Two Sigma Securities, LLC 0.38% Add +354.7% 1,364 $2.5M
Shilanski & Associates, Inc. 0.76% Reduce -16.8% 1,323 $2.4M
Ameritas Investment Partners, Inc. 0.08% Reduce -1.1% 1,322 $2.4M
Tradition Wealth Management, LLC 0.21% Reduce -2.1% 1,318 $2.4M
EFG Asset Management (Americas) Corp. 0.49% Reduce -17.4% 1,315 $2.4M
Procyon Advisors, LLC 0.15% Add +76.2% 1,313 $2.4M
HighTower Advisors, LLC 0.00% Reduce -11.9% 1,313 $2.4M
Securian Asset Management, Inc. 0.07% No change 1,308 $2.4M
Aspen Investment Management Inc 1.11% Reduce -8.0% 1,307 $2.4M
Freemont Management S.A. 0.94% Reduce -7.1% 1,300 $2.4M
KP Management LLC 0.92% Add +36.8% 1,300 $2.4M
Louisiana State Employees Retirement System 0.05% No change 1,300 $2.4M
Kenora Financial, LLC 0.98% Add +5.3% 1,298 $2.4M
Vinva Investment Management Ltd 0.09% Reduce -44.8% 1,297 $2.4M
Tudor Investment Corporation 0.02% New 1,284 $2.4M
Point72 Hong Kong Ltd 0.17% Reduce -47.5% 1,272 $2.3M
Calamos Advisors LLC 0.02% Add +18.8% 1,268 $2.3M
iA Global Asset Management Inc. 0.04% Add +32.6% 1,250 $2.3M
MML Investors Services, LLC 0.01% Reduce -12.5% 1,241 $2.3M
Diversify Wealth Management, LLC 0.17% Add +9.3% 1,162 $2.3M
EFG Asset Management (North America) Corp. 0.38% Reduce -16.3% 1,236 $2.3M
Coldstream Capital Management Inc. 0.05% Reduce -7.0% 1,235 $2.3M
Tran Capital Management, L.P. 0.30% No change 1,229 $2.3M
Suncoast Equity Management 0.26% Reduce -14.4% 1,228 $2.3M
Wealthspire Advisors, LLC 0.01% Reduce -5.1% 1,225 $2.3M
&partners 0.02% Add +25.8% 1,225 $2.3M
Cresset Asset Management, LLC 0.01% Add +6.6% 1,210 $2.2M
Metis Global Partners, LLC 0.06% Add +20.9% 1,172 $2.2M
Meritas Wealth Management, LLC 1.26% No change 1,168 $2.2M
Banco Santander, S.A. 0.02% Add +26.1% 1,168 $2.2M
Crossmark Global Holdings, Inc. 0.04% Add +0.3% 1,167 $2.2M
Johnson Investment Counsel Inc. 0.02% Reduce -2.9% 1,165 $2.1M
Ossiam 0.03% Add +272.0% 1,157 $2.1M
Groupama Asset Managment 0.04% Add +8.5% 1,162 $2.1M
Tema ETFs LLC 0.62% Add +117.5% 1,133 $2.1M
Maryland State Retirement & Pension System 0.05% Reduce -12.5% 1,109 $2.0M
BNP Paribas 0.08% New 392 $2.0M
New Mexico Educational Retirement Board 0.07% Reduce -8.3% 1,100 $2.0M
K.J. Harrison & Partners Inc 0.40% No change 1,100 $2.0M
Hantz Financial Services, Inc. 0.04% Reduce -1.9% 1,099 $2.0M
Ilex Capital Partners (UK) LLP 0.08% New 1,097 $2.0M
Quadrant Capital Group LLC 0.07% Add +146.1% 1,090 $2.0M
Mercer Global Advisors Inc. 0.00% Add +22.5% 1,077 $2.0M
Soltis Investment Advisors LLC 0.18% Reduce -13.3% 1,067 $2.0M
Schaper Benz & Wise Investment Counsel Inc. 0.16% Reduce -0.1% 1,066 $2.0M
E. Ohman J:or Asset Management AB 0.05% Reduce -5.4% 1,060 $2.0M
ASR Vermogensbeheer N.V. 0.03% — 1,057 $1.9M
Beacon Pointe Advisors, LLC 0.02% Reduce -0.4% 1,042 $1.9M
Landscape Capital Management, L.L.C. 0.17% Add +56.8% 1,038 $1.9M
Osaic Holdings, Inc. 0.00% Reduce -69.3% 1,036 $1.9M
Koa Wealth Management, LLC 1.53% New 1,025 $1.9M
Avantax Advisory Services, Inc. 0.01% Add +9.9% 1,013 $1.9M
AXS Investments LLC 0.52% Add +11.1% 1,013 $1.9M
Bessemer Group Inc. 0.00% Reduce -72.3% 1,007 $1.9M
Nebula Research & Development LLC 0.17% Reduce -21.5% 1,002 $1.8M
Prudential PLC 0.01% Add +19.2% 1,001 $1.8M
Gsa Capital Partners LLP 0.17% Add +503.6% 996 $1.8M
Composition Wealth, LLC 0.04% Add +9.7% 996 $1.8M
Fidelis Capital Partners, LLC 0.19% Reduce -6.8% 937 $1.8M
Generali Asset Management SPA SGR 0.04% Add +12.9% 988 $1.8M
Ipswich Investment Management Co., Inc. 0.45% Add +9.7% 987 $1.8M
Fiduciary Trust Co 0.02% Add +0.2% 979 $1.8M
Highland Capital Management, LLC 0.11% Add +31.7% 959 $1.8M
Segment Wealth Management, LLC 0.12% Add +6.0% 932 $1.7M
Brevan Howard Capital Management LP 0.05% New 930 $1.7M
Flagship Harbor Advisors, LLC 0.09% Reduce -6.9% 927 $1.7M
Hennion & Walsh Asset Management, Inc. 0.08% Add +2.8% 923 $1.7M
Praxis Investment Management Inc. 0.12% Add +4.5% 920 $1.7M
AG2R La Mondiale Gestion D'actifs 0.09% — 979 $1.7M
Mitchell & Pahl Private Wealth, LLC 0.77% Reduce -23.4% 892 $1.6M
Profit Investment Management, LLC 1.49% No change 872 $1.6M
Keybank National Association 0.01% Add +11.2% 871 $1.6M
Bond & Devick Financial Network, Inc. 0.58% No change 870 $1.6M
CW Advisors, LLC 0.02% Reduce -6.7% 867 $1.6M
Atria Wealth Solutions, Inc. 0.02% Reduce -13.9% 863 $1.6M
Allstate Corp. 0.05% Add +18.0% 854 $1.6M
Moore Capital Management, LP 0.06% Add +14.1% 852 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +5.5% 846 $1.6M
Jane Street Group, LLC 0.00% Reduce -57.5% 826 $1.5M
Lido Advisors, LLC 0.01% Add +0.4% 823 $1.5M
Achmea Investment Management B.V. 0.02% Reduce -0.9% 802 $1.5M
Wolverine Trading, LLC 0.05% New 805 $1.5M
Interchange Capital Partners, LLC 0.41% Add +12.0% 801 $1.5M
Sunbelt Securities, Inc. 0.13% Reduce -0.6% 790 $1.5M
DAVENPORT & Co LLC 0.01% Reduce -1.9% 778 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.5% 777 $1.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +10.9% 776 $1.4M
Cadent Capital Advisors, LLC 0.54% New 772 $1.4M
Voleon Capital Management LP 0.11% Reduce -76.2% 770 $1.4M
NorthCoast Asset Management LLC 0.01% Reduce -9.5% 768 $1.4M
APG Asset Management US Inc. 0.01% No change 752 $1.4M
Institute for Wealth Management, LLC. 0.18% Add +3.5% 760 $1.4M
Panagora Asset Management Inc. 0.01% Add +11.1% 753 $1.4M
Olde Wealth Management, LLC 0.49% No change 750 $1.4M
Pensionfund Sabic 0.41% Reduce -6.3% 750 $1.4M
Alps Advisors Inc. 0.01% Add +11.8% 747 $1.4M
Pitcairn Co. 0.08% Reduce -70.2% 738 $1.4M
Ascent Group, LLC 0.06% Reduce -12.1% 736 $1.4M
Tower Research Capital LLC (TRC) 0.04% Reduce -51.2% 751 $1.4M
Templeton & Phillips Capital Management, LLC 0.96% No change 722 $1.3M
DGS Capital Management, LLC 0.35% Reduce -6.4% 721 $1.3M
Quotient Wealth Partners, LLC 0.04% Add +0.6% 716 $1.3M
First Heartland Consultants, Inc. 0.14% Reduce -3.4% 712 $1.3M
Investment Management Corp of Ontario 0.03% New 699 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% New 690 $1.3M
Vontobel Holding Ltd. 0.00% Reduce -7.2% 684 $1.3M
Atlas Private Wealth Advisors 0.17% Add +0.7% 679 $1.3M
GAM Holding AG 0.10% Add +23.2% 675 $1.2M
Altarock Partners LP 0.02% No change 670 $1.2M
Meridian Wealth Management, LLC 0.06% Add +24.6% 669 $1.2M
Cwm, LLC 0.00% Add +10.4% 667 $1.2M
St Germain D J Co. Inc. 0.06% No change 666 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -0.8% 664 $1.2M
Snowden Capital Advisors LLC 0.04% Reduce -17.5% 661 $1.2M
Applied Finance Capital Management, LLC 0.09% Add +23.6% 659 $1.2M
Harbor Investment Advisory, LLC 0.12% Reduce -4.4% 658 $1.2M
Western Financial Corp 0.70% Add +0.5% 654 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -57.7% 645 $1.2M
Orion Portfolio Solutions, LLC 0.01% Reduce -57.7% 645 $1.2M
Strategy Asset Managers LLC 0.24% Reduce -0.5% 643 $1.2M
Versor Investments LP 0.19% Reduce -4.2% 641 $1.2M
D.A. Davidson & Co. 0.01% Add +3.2% 641 $1.2M
Acadian Asset Management LLC 0.00% No change 640 $1.2M
Great Waters Wealth Management 0.16% No change 637 $1.2M
Magnus Financial Group LLC 0.11% No change 634 $1.2M
Guggenheim Capital LLC 0.01% Reduce -21.8% 621 $1.1M
Mission Wealth Management, LP 0.03% Reduce -0.3% 617 $1.1M
Morse Asset Management, Inc 0.29% Add +41.6% 606 $1.1M
Summit Financial, LLC 0.03% New 606 $1.1M
Pittenger & Anderson Inc. 0.04% Add +14.0% 587 $1.1M
Signaturefd, LLC 0.02% Add +6.3% 586 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +15.7% 581 $1.1M
Journey Strategic Wealth LLC 0.04% Add +5.3% 579 $1.1M
Kathmere Capital Management, LLC 0.09% Reduce -4.0% 576 $1.1M
Ostrum Asset Management 0.06% Add +36.8% 573 $1.1M
Agf Management Ltd. 0.01% Reduce -11.9% 563 $1.0M
Harbor Capital Advisors, Inc. 0.05% Add +105.9% 558 $1.0M
TD Private Client Wealth LLC 0.03% Reduce -14.7% 557 $1.0M
United Services Automobile Association 0.03% New 558 $1.0M
Graham Capital Management, L.P. 0.05% Add +92.7% 553 $1.0M
V-Square Quantitative Management LLC 0.15% Add +7.8% 551 $1.0M
Curbstone Financial Management Corp 0.21% No change 548 $1.0M
Union Bancaire Privee, UBP SA 0.02% Reduce -11.8% 510 $1.0M
Westmount Partners, LLC 0.31% Add +1.9% 545 $1.0M
Bfsg, LLC 0.12% Reduce -0.9% 540 $995K
Private Advisory Group LLC 0.11% Reduce -50.0% 526 $969K
J. Safra Sarasin Holding AG 0.02% Add +1.6% 525 $968K
Cyndeo Wealth Partners, LLC 0.06% Add +0.6% 522 $963K
Parallel Advisors, LLC 0.02% Add +5.2% 522 $962K
Wilmington Savings Fund Society, FSB 0.02% Reduce -31.5% 516 $952K
E Fund Management Co., Ltd. 0.05% Reduce -43.0% 515 $950K
Private Advisor Group, LLC 0.01% Reduce -2.9% 508 $937K
Diversify Advisory Services, LLC 0.06% Add +6.5% 473 $928K
Crew Capital Management, Ltd 0.75% Add +3.5% 499 $920K
Oak Thistle LLC 0.18% Reduce -62.2% 493 $909K
Inspire Advisors, LLC 0.10% Add +5.8% 493 $909K
Capital Advisory Group Advisory Services, LLC 0.35% Reduce -0.6% 492 $907K
Brighton Jones LLC 0.03% Add +1.5% 488 $900K
HB Wealth Management, LLC 0.01% Add +28.5% 482 $890K
Heartland Bank & Trust Co 0.46% Add +25.3% 481 $887K
Sompo Asset Management Co., Ltd. 0.16% Add +20.0% 480 $885K
Connecticut Wealth Management, LLC 0.05% Reduce -0.6% 476 $878K
Benjamin Edwards Inc. 0.01% Reduce -0.8% 468 $863K
Emerald Advisers, LLC 0.04% Add +19.2% 466 $859K
Meiji Yasuda Life Insurance Co 0.02% Reduce -23.4% 466 $859K
Integrated Wealth Concepts LLC 0.01% Reduce -17.6% 465 $858K
Contravisory Investment Management, Inc. 0.18% Reduce -1.5% 464 $856K
NewEdge Advisors, LLC 0.01% Reduce -56.7% 458 $844K
Councilmark Asset Management, LLC 0.57% No change 455 $839K
Aigen Investment Management, LP 0.13% New 455 $839K
Arlington Financial Advisors, LLC 0.15% Add +100.9% 452 $834K
Ellevest, Inc. 0.05% Add +4.5% 446 $822K
Gen-Wealth Partners Inc 0.34% Add +16.2% 445 $821K
Greenleaf Trust 0.01% Add +3.3% 442 $815K
Drive Wealth Management, LLC 0.19% Reduce -1.4% 439 $810K
Bridges Investment Management Inc. 0.01% Add +8.2% 434 $800K
Mufg Securities Americas Inc. 0.09% Add +20.3% 432 $797K
Conway Capital Management, Inc. 0.39% Add +18.0% 427 $787K
D'Orazio & Associates, Inc. 0.12% No change 426 $786K
J.W. Cole Advisors, Inc. 0.02% Add +16.8% 425 $784K
Clarity Wealth Advisors, LLC 0.22% No change 422 $778K
Profund Advisors LLC 0.03% Reduce -10.5% 419 $773K
Ashton Thomas Private Wealth, LLC 0.03% Add +4.0% 419 $773K
Almanack Investment Partners, LLC. 0.15% Reduce -2.1% 412 $760K
Watts Gwilliam & Co., LLC 0.16% No change 406 $749K
Gilbert & Cook, Inc. 0.11% Reduce -2.6% 404 $745K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.35% Add +42.9% 400 $738K
Monument Capital Management 0.23% Reduce -1.7% 400 $738K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% No change 400 $738K
Merit Financial Group, LLC 0.01% Add +128.0% 399 $736K
Koshinski Asset Management, Inc. 0.06% Add +17.4% 398 $735K
Park Avenue Securities LLC 0.01% Reduce -15.3% 397 $732K
QRG Capital Management, Inc. 0.01% Add +4.5% 395 $728K
Bayforest Capital Ltd 0.32% Add +417.1% 393 $725K
Fifth Third Bancorp 0.00% Add +0.3% 392 $723K
Principal Securities, Inc. 0.02% No change 363 $723K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.8% 391 $721K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +76.3% 386 $712K
Jones Financial Companies LLLP 0.00% Add +191.7% 385 $707K
RMR Capital Management, LLC 0.51% No change 382 $704K
CX Institutional 0.03% New 380 $701K
Rwa Wealth Partners, LLC 0.01% No change 380 $701K
Somerville Kurt F 0.12% New 378 $697K
Legacy Advisors, LLC 0.07% Add +2.2% 377 $695K
Advus Financial Partners, LLC 0.19% Reduce -5.1% 371 $684K
Cross Staff Investments Inc 0.52% No change 370 $682K
Wealth Alliance, LLC 0.08% Add +5.2% 366 $675K
Waverly Advisors, LLC 0.01% Add +3.4% 366 $675K
Steward Partners Investment Advisory, LLC 0.01% Add +48.2% 366 $675K
Centaurus Financial, Inc. 0.04% Reduce -1.1% 364 $671K
Canopy Partners, LLC 0.26% Reduce -0.3% 362 $668K
Nicolet Advisory Services, LLC 0.07% Add +3.1% 360 $666K
Cynosure Group, LLC 0.09% Add +23.6% 361 $666K
Independent Financial Group, LLC 0.02% Reduce -45.2% 361 $666K
Burns Matteson Capital Management, LLC 0.36% No change 360 $664K
Farther Finance Advisors, LLC 0.02% Reduce -25.8% 354 $661K
Ariadne Wealth Management, LP 0.34% Reduce -3.7% 315 $658K
Unique Wealth, LLC 0.12% Add +38.1% 355 $655K
Fox Run Management, L.L.C. 0.10% Reduce -22.5% 351 $647K
Central Pacific Bank - Trust Division 0.09% Add +0.3% 351 $647K
Horizon Investments, LLC 0.02% Add +5.1% 350 $645K
Ellis Investment Partners, LLC 0.13% No change 348 $642K
1832 Asset Management L.P. 0.00% Reduce -23.5% 348 $642K
KG Capital Management 0.20% Add +21.3% 336 $620K
Quarry LP 0.16% Reduce -8.0% 336 $620K
Zacks Investment Management 0.01% Reduce -6.4% 336 $619K
Beaumont Financial Advisors, LLC 0.05% Reduce -0.3% 334 $616K
Meeder Advisory Services, Inc. 0.04% Add +11.1% 331 $610K
Wedmont Private Capital 0.03% Add +9.9% 323 $610K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.5% 328 $606K
Valley Wealth Managers, Inc. 0.05% Reduce -1.2% 326 $601K
Roberts Capital Advisors, LLC 0.53% New 325 $599K
Savant Capital, LLC 0.01% Reduce -43.4% 325 $599K
Harrington Investments, INC 0.34% Reduce -0.3% 323 $596K
Resonant Capital Advisors, LLC 0.04% Add +4.3% 319 $588K
Wealthcare Advisory Partners LLC 0.02% Reduce -2.1% 319 $588K
Flputnam Investment Management Co. 0.01% Reduce -6.2% 319 $588K
Bradley Foster & Sargent Inc. 0.01% Add +11.5% 319 $588K
ING Groep NV 0.00% Reduce -91.3% 318 $586K
Larson Financial Group LLC 0.03% Add +38.8% 315 $581K
United Capital Financial Advisors, LLC 0.01% Add +13.4% 314 $579K
PGIM Custom Harvest LLC 0.01% No change 313 $577K
Quantbot Technologies LP 0.02% Reduce -77.8% 312 $575K
Matrix Private Capital Group LLC 0.34% Reduce -21.8% 308 $569K
Lazard Asset Management LLC 0.00% Reduce -25.7% 304 $559K
Concurrent Investment Advisors, LLC 0.01% Reduce -7.2% 297 $548K
Fifth Third Wealth Advisors LLC 0.03% Add +1.7% 295 $544K
XTX Topco Ltd 0.03% Add +16.3% 292 $538K
Apeiron RIA LLC 0.16% Add +1.0% 291 $537K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -70.8% 291 $537K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.25% New 290 $535K
VestGen Investment Management 0.40% Add +5.5% 288 $531K
Evergreen Capital Management LLC 0.02% Add +8.7% 287 $529K
EverSource Wealth Advisors, LLC 0.03% Reduce -10.9% 285 $526K
Sherbrooke Park Advisers LLC 0.24% New 284 $524K
Capital Investment Advisory Services, LLC 0.05% Reduce -2.1% 283 $522K
Trust Asset Management LLC 0.04% Reduce -3.4% 282 $520K
Siemens Fonds Invest GmbH 0.04% Add +4.8% 282 $520K
Independent Advisor Alliance 0.02% Reduce -0.7% 281 $518K
Fisher Asset Management 0.00% Reduce -10.3% 280 $517K
Forum Financial Management, LP 0.01% Add +2.2% 275 $507K
Unique Wealth Strategies, LLC 0.23% Add +7.9% 274 $506K
Hamilton Point Investment Advisors, LLC 0.09% No change 269 $496K
Pallas Capital Advisors LLC 0.02% New 268 $494K
Ifrah Financial Services, Inc. 0.14% Reduce -15.2% 267 $492K
Tiemann Investment Advisors, LLC 0.22% No change 265 $489K
Y.D. More Investments Ltd 0.04% No change 265 $489K
Level Four Advisory Services, LLC 0.02% Add +13.7% 265 $489K
IFP Advisors, Inc 0.01% Reduce -2.6% 266 $487K
Baker Tilly Wealth Management, LLC 0.19% Add +1.5% 264 $487K
Brown Brothers Harriman & Co. 0.00% Add +3.1% 264 $487K
Tranquility Partners, LLC 0.19% Reduce -1.9% 261 $481K
Compound Planning, Inc. 0.02% Add +0.8% 260 $479K
Prime Capital Investment Advisors, LLC 0.01% New 258 $476K
LVW Advisors, LLC 0.06% Add +5.8% 257 $474K
Atala Financial Inc 0.35% No change 257 $474K
OneDigital Investment Advisors LLC 0.01% Reduce -9.3% 255 $470K
Summit Creek Advisors LLC 0.07% Add +0.4% 251 $463K
North Forty Two & Co. 0.51% No change 250 $461K
Rowlandmiller & Partners.adv 0.10% No change 250 $461K
Advisors Asset Management, Inc. 0.01% Add +22.1% 249 $459K
Focus Partners Advisor Solutions, LLC 0.01% Add +45.9% 248 $457K
San Luis Wealth Advisors LLC 0.10% No change 246 $454K
New England Research & Management, Inc. 0.23% Reduce -2.0% 245 $452K
Everpar Advisors LLC 0.24% Reduce -6.5% 244 $450K
Cigna Investments Inc. 0.08% Reduce -1.2% 242 $447K
LBP Am SA 0.01% No change 241 $444K
Bell Bank 0.02% Reduce -21.7% 238 $439K
Apollon Wealth Management, LLC 0.01% Reduce -21.4% 238 $439K
Quent Capital, LLC 0.05% No change 237 $437K
Ariel Investments 0.01% Add +0.4% 237 $437K
Aptus Capital Advisors, LLC 0.01% Reduce -6.7% 237 $437K
Phillips Financial Management, LLC 0.03% Reduce -4.5% 232 $428K
Axq Capital, LP 0.17% Reduce -46.8% 227 $419K
Impact Capital Partners LLC 0.15% Add +5.6% 227 $419K
Legacy Capital Group California, Inc. 0.15% Add +11.8% 227 $419K
Machina Capital S.A.S. 0.12% Reduce -21.3% 226 $417K
Tributary Capital Management, LLC 0.04% Reduce -2.2% 226 $417K
Gallagher Fiduciary Advisors, LLC 0.01% No change 225 $415K
Legacies Wealth LLC 0.30% No change 223 $411K
Claret Asset Management Corp 0.08% No change 223 $411K
Thoroughbred Financial Services, LLC 0.03% No change 222 $409K
SBI Securities Co., Ltd. 0.01% Reduce -16.6% 216 $398K
Huntington National Bank 0.00% Reduce -0.5% 214 $395K
Advisor OS, LLC 0.04% Reduce -7.4% 213 $393K
SteelPeak Wealth, LLC 0.02% Add +93.6% 213 $393K
Harbour Investment Management LLC 0.18% No change 210 $387K
Palisade Asset Management, LLC 0.04% Add +5.0% 210 $387K
Wakefield Asset Management LLLP 0.12% New 209 $385K
Values First Advisors, Inc. 0.22% New 205 $378K
Prospera Financial Services Inc 0.01% Add +8.6% 203 $374K
Oak Ridge Investments LLC 0.03% Reduce -2.9% 202 $373K
Gallacher Capital Management LLC 0.18% Add +77.0% 200 $369K
ODonnell Financial Services, LLC 0.15% No change 200 $369K
Catalyst Funds Management Pty Ltd 0.10% New 200 $369K
Lifeworks Advisors, LLC 0.06% Add +23.3% 196 $361K
GenTrust, LLC 0.02% No change 194 $358K
Eagle Strategies LLC 0.06% No change 194 $358K
International Assets Investment Management, LLC 0.03% Add +4.3% 194 $358K
Ballentine Partners, LLC 0.01% Add +3.8% 193 $356K
McLean Asset Management Corp 0.12% Add +0.5% 211 $354K
Zions Bancorporation, National Association 0.02% — 189 $349K
Axxcess Wealth Management, LLC 0.01% Add +20.4% 189 $349K
CENTRAL TRUST Co 0.01% Reduce -3.1% 187 $345K
Capstone Financial Advisors, Inc. 0.02% No change 187 $345K
Signal Advisors Wealth, LLC 0.03% Add +5.1% 187 $345K
Biltmore Family Office, LLC 0.06% No change 185 $341K
Optivise Advisory Services LLC 0.19% New 184 $338K
M3 Advisory Group, LLC 0.27% Reduce -1.6% 183 $338K
BlueStem Wealth Partners, LLC 0.05% Add +0.6% 183 $337K
Brown Capital Management LLC 0.01% No change 183 $337K
Sunflower Bank, N.A. 0.09% Add +0.6% 180 $332K
Checchi Capital Advisers, LLC 0.02% Add +29.5% 180 $332K
Kestra Private Wealth Services, LLC 0.01% Reduce -39.8% 180 $332K
HBW Advisory Services LLC 0.05% Add +5.3% 179 $330K
Hutchens & Kramer Investment Management Group, LLC 0.18% Reduce -6.3% 178 $328K
Allen Investment Management, LLC 0.00% No change 178 $328K
Glenmede Trust Co. NA 0.00% Add +29.9% 178 $328K
Security Financial Services, INC. 0.06% Add +12.5% 171 $315K
Portside Wealth Group, LLC 0.05% Add +11.0% 171 $315K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +5.6% 171 $315K
Stonebridge Capital Advisors LLC 0.03% Reduce -12.8% 171 $315K
Abn Amro Investment Solutions 0.01% Reduce -21.9% 171 $315K
Pinnacle Associates Ltd. 0.00% Add +5.6% 171 $315K
Manchester Capital Management LLC 0.04% Add +18.1% 170 $314K
Laidlaw Wealth Management LLC 0.93% Reduce -3.4% 170 $314K
MBB Public Markets I LLC 0.04% New 170 $314K
Net Worth Advisory Group 0.10% Reduce -21.0% 169 $312K
SCS Capital Management LLC 0.00% New 169 $312K
Threadgill Financial, LLC 0.17% Reduce -5.6% 168 $310K
Bluespring Wealth Management, LLC 0.03% Reduce -1.8% 167 $308K
Insight Inv LLC 0.21% Add +20.3% 166 $306K
Laurion Capital Management LP 0.02% New 165 $304K
ICONIQ Capital, LLC 0.01% Add +33.1% 165 $304K
Mather Group, Llc. 0.00% Add +35.3% 165 $304K
WestHill Financial Advisors, Inc. 0.07% No change 164 $302K
Marshall Financial Group, LLC 0.07% Reduce -15.0% 164 $302K
Perigon Wealth Management, LLC 0.01% Add +26.1% 164 $302K
Moss Adams Wealth Advisors LLC 0.03% Add +3.2% 163 $301K
Sagespring Wealth Partners, LLC 0.01% Add +20.7% 163 $301K
Mitchell McLeod Pugh & Williams Inc. 0.06% Add +0.6% 161 $297K
Occidental Asset Management, LLC 0.04% New 161 $297K
Trust Point Inc. 0.03% Reduce -17.2% 159 $293K
World Investment Advisors 0.01% Reduce -10.7% 158 $291K
Optimist Retirement Group LLC 0.15% Add +27.4% 158 $291K
Arete Wealth Advisors, LLC 0.02% Reduce -9.3% 156 $288K
SeaBridge Investment Advisors LLC 0.06% No change 156 $288K
Blue Trust, Inc. 0.00% Reduce -0.6% 156 $288K
ABLE Financial Group, LLC 0.08% No change 155 $286K
IHT Wealth Management, LLC 0.01% Reduce -3.7% 155 $286K
Qtron Investments LLC 0.04% No change 153 $282K
Sittner & Nelson, LLC 0.12% No change 151 $278K
Raiffeisen Bank International AG 0.00% Add +7.9% 151 $277K
One Charles Private Wealth Services, LLC 0.09% Reduce -10.2% 150 $277K
Sand Hill Global Advisors, LLC 0.01% Reduce -2.0% 150 $277K
Clarkston Capital Partners, LLC 0.01% No change 150 $277K
George Kaiser Family Foundation 0.04% New 149 $275K
Clear Harbor Asset Management, LLC 0.02% No change 149 $275K
Baron Wealth Management LLC 0.12% Reduce -2.0% 148 $273K
Amplius Wealth Advisors, LLC 0.03% Reduce -1.3% 148 $273K
Aprio Wealth Management, LLC 0.03% No change 147 $271K
Simon Quick Advisors, LLC 0.02% Add +23.5% 147 $271K
Elm3 Financial Group, LLC 0.23% New 145 $267K
CWA Asset Management Group, LLC 0.01% Add +15.1% 145 $267K
B. Riley Wealth Advisors, Inc. 0.01% Add +34.3% 145 $267K
Graypoint LLC 0.02% Reduce -7.7% 143 $264K
Valeo Financial Advisors, LLC 0.01% Add +4.4% 142 $262K
GAMMA Investing LLC 0.02% Add +55.6% 140 $258K
NorthRock Partners, LLC 0.01% New 139 $256K
Frank, Rimerman Advisors LLC 0.02% Add +32.7% 138 $254K
Shelton Capital Management 0.01% No change 138 $254K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 136 $250K
Great Valley Advisor Group, Inc. 0.01% Reduce -23.3% 135 $249K
Annex Advisory Services, LLC 0.01% No change 134 $247K
Gibbs Wealth Management 0.06% Reduce -7.0% 133 $245K
Sabal Trust CO 0.01% No change 133 $245K
Parkside Financial Bank & Trust 0.03% Add +158.8% 132 $243K
Novem Group 0.03% Reduce -6.4% 131 $242K
TFR Capital, LLC. 0.10% No change 130 $240K
Sivia Capital Partners, LLC 0.11% New 130 $239K
GW&K Investment Management, LLC 0.00% Add +16.2% 129 $238K
Boothbay Fund Management, LLC 0.01% Reduce -70.3% 129 $238K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -30.3% 129 $238K
Vicus Capital 0.02% New 128 $236K
Voya Financial Advisors, Inc. 0.03% Reduce -5.2% 128 $235K
WESPAC Advisors, LLC 0.19% Reduce -73.2% 127 $234K
UNIVEST FINANCIAL Corp 0.02% New 127 $234K
Phoenix Financial Ltd. 0.00% Add +0.8% 125 $231K
Virtue Capital Management, LLC 0.03% New 125 $231K
Smartleaf Asset Management LLC 0.02% Reduce -2.3% 125 $229K
First Citizens Bank & Trust Co. 0.01% Reduce -44.9% 124 $229K
Global Endowment Management, LP 0.03% Reduce -41.1% 122 $225K
Conning Inc. 0.01% Add +9.0% 121 $223K
PDS Planning, Inc 0.02% Add +6.1% 121 $223K
Stratos Investment Management, LLC 0.01% Add +9.0% 121 $223K
Commerzbank Aktiengesellschaft 0.01% No change 119 $220K
Acropolis Investment Management, LLC 0.01% Reduce -40.1% 118 $218K
RFG Advisory, LLC 0.01% New 118 $218K
Baader Bank Aktiengesellschaft 0.02% New 139 $216K
Chicago Partners Investment Group LLC 0.01% New 103 $216K
Freedom Investment Management, Inc. 0.02% Reduce -12.7% 117 $215K
Penserra Capital Management LLC 0.00% Reduce -33.1% 117 $215K
Allworth Financial LP 0.00% Add +11.0% 111 $215K
Heritage Family Offices, LLP 0.11% Add +13.7% 116 $214K
Twelve Points Wealth Management LLC 0.06% New 115 $212K
Fayez Sarofim & Co 0.00% No change 115 $212K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +3.6% 115 $212K
Thrive Wealth Management, LLC 0.04% New 114 $210K
UMB Bank, n.a. 0.00% Reduce -43.6% 114 $210K
Baker Avenue Asset Management, LP 0.01% Add +4.6% 113 $209K
Riverbend Wealth Management, LLC 0.19% Reduce -6.6% 113 $208K
Burling Wealth Partners, LLC 0.04% Reduce -1.7% 113 $208K
Howard Capital Management, LLC 0.01% Reduce -15.0% 113 $208K
Wayfinding Financial, LLC 0.09% Reduce -3.4% 113 $208K
Bellecapital International Ltd. 0.04% No change 112 $207K
GTS Securities LLC 0.01% Reduce -57.3% 112 $207K
Citizens Financial Group Inc. 0.00% New 112 $207K
Great Lakes Advisors, LLC 0.00% Add +5.7% 112 $207K
Alta Advisers Ltd 0.09% New 111 $205K
Aristeia Capital, L.L.C. 0.01% Reduce -31.5% 111 $205K
Venturi Wealth Management, LLC 0.01% Add +11.1% 110 $203K
Premier Path Wealth Partners, LLC 0.03% Add +3.8% 110 $203K
VestGen Advisors, LLC 0.01% — 110 $203K
Arkadios Wealth Advisors 0.01% Reduce -12.7% 110 $203K
Lazari Capital Management, Inc. 0.08% Reduce -12.1% 109 $201K
Creekmur Asset Management LLC 0.04% New 109 $201K
Ironwood Investment Counsel, LLC 0.03% Add +5.8% 109 $201K
MassMutual Private Wealth & Trust, FSB 0.01% Add +17.2% 102 $188K
Laraway Financial Advisors Inc 0.15% No change 100 $184K
Grove Bank & Trust 0.02% No change 100 $184K
Westpac Banking Corp. 0.01% Reduce -82.7% 96 $177K
Park Square Financial Group, LLC 0.14% Reduce -3.1% 94 $173K
Lindbrook Capital, LLC 0.02% Add +16.9% 90 $166K
Versant Capital Management, Inc 0.03% Add +270.8% 89 $164K
Johnson Financial Group, Inc. 0.01% Add +61.5% 84 $155K
Evelyn Partners Investment Management Services Ltd 0.02% No change 81 $149K
Anchor Investment Management, LLC 0.01% No change 75 $138K
Cromwell Holdings LLC 0.09% No change 74 $136K
Clearstead Advisors, LLC 0.00% Reduce -47.8% 72 $133K
Brooklyn Investment Group 0.03% Add +165.4% 69 $127K
Pacifica Partners Inc. 0.06% No change 70 $126K
GeoWealth Management, LLC 0.01% Add +17.2% 68 $125K
CI Investments Inc. 0.00% Reduce -43.3% 68 $125K
Sentry Investment Management LLC 0.08% Reduce -22.6% 72 $123K
AdvisorNet Financial, Inc 0.01% No change 62 $114K
Creative Financial Designs Inc. 0.01% No change 61 $112K
Rise Advisors, LLC 0.05% Add +1.7% 60 $111K
City Holding Co. 0.02% Add +11.3% 59 $109K
MAI Capital Management 0.00% Add +11.8% 57 $105K
Bank of New Hampshire 0.03% No change 55 $101K
LRI Investments, LLC 0.01% Reduce -79.6% 54 $100K
Summit Securities Group LLC 0.07% New 52 $96K
North Capital, Inc. 0.09% — 50 $92K
Berbice Capital Management LLC 0.08% Add +150.0% 50 $92K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 50 $92K
AlphaQuest LLC 0.01% Reduce -89.4% 50 $92K
First Horizon Advisors, Inc. 0.00% Add +53.1% 49 $90K
Hexagon Capital Partners LLC 0.02% No change 46 $85K
Hemington Wealth Management 0.01% Add +32.4% 45 $82K
Washington Trust Advisors, Inc. 0.01% Add +69.2% 44 $81K
Promus Capital, LLC 0.06% No change 42 $77K
Carolinas Wealth Consulting LLC 0.02% Add +90.9% 42 $77K
Cheviot Value Management, LLC 0.01% New 34 $71K
Key Financial Inc 0.02% No change 38 $70K
Golden State Wealth Management, LLC 0.01% No change 37 $68K
Ofi Invest Asset Management 0.00% Add +59.1% 35 $60K
TD Waterhouse Canada Inc. 0.00% Reduce -3.1% 31 $58K
Aventura Private Wealth, LLC 0.03% No change 30 $55K
Assetmark, Inc. 0.00% Reduce -72.1% 29 $53K
Whipplewood Advisors, LLC 0.03% Reduce -70.5% 33 $53K
Caitong International Asset Management Co., Ltd 0.04% Reduce -76.7% 28 $52K
Capital Analysts, LLC 0.00% No change 27 $50K
Private Trust Co. NA 0.01% Reduce -80.7% 27 $50K
Clark Wealth Partners 0.04% No change 26 $48K
Hollencrest Capital Management 0.00% Add +766.7% 26 $48K
Caldwell Sutter Capital, Inc. 0.02% No change 25 $46K
Mechanics Financial Corp 0.02% New 25 $46K
Atlas Capital Advisors Inc. 0.01% No change 25 $46K
Itau Unibanco Holding S.A. 0.00% Reduce -10.7% 25 $46K
Pension & Wealth Management Advisors, Inc. 0.02% New 24 $44K
Rothschild Investment LLC 0.00% Add +4.5% 23 $42K
Absoluto Partners Gestao de Recursos Ltda 0.04% No change 22 $41K
CoreCap Advisors, LLC 0.00% Reduce -90.8% 21 $39K
Avalon Trust Co 0.00% No change 20 $37K
Barrett & Company, Inc. 0.02% No change 20 $37K
Bell Investment Advisors, Inc 0.01% No change 19 $35K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 19 $35K
Solstein Capital, LLC 0.02% No change 18 $33K
Meeder Asset Management Inc. 0.00% Add +41.7% 17 $31K
Logan Capital Management Inc. 0.00% No change 17 $31K
Farmers & Merchants Investments Inc. 0.00% No change 17 $31K
PFS Partners, LLC 0.02% No change 16 $30K
N.E.W. Advisory Services LLC 0.00% New 16 $30K
Geo Capital Gestora de Recursos Ltd 0.04% New 15 $28K
JFS Wealth Advisors, LLC 0.00% No change 15 $28K
Adirondack Trust Co. 0.01% No change 15 $28K
CVA Family Office, LLC 0.00% Reduce -30.0% 14 $26K
Colonial Trust Co / SC 0.00% Reduce -45.8% 13 $24K
Private Wealth Management Group, LLC 0.01% No change 13 $24K
Arax Advisory Partners 0.00% Reduce -35.0% 13 $24K
Rakuten Securities, Inc. 0.01% Reduce -7.7% 12 $22K
Harbour Investments, Inc. 0.00% Reduce -90.0% 12 $22K
WealthCollab, LLC 0.01% No change 11 $20K
Global Financial Private Client, LLC 0.01% No change 11 $20K
HM Payson & Co. 0.00% New 11 $20K
Covestor Ltd 0.01% No change 10 $20K
Saudi Central Bank 0.10% New 10 $18K
Hartford Financial Management Inc. 0.00% No change 10 $18K
NewSquare Capital LLC 0.00% Add +900.0% 10 $18K
BOK Financial Private Wealth, Inc. 0.00% New 10 $18K
Webster Bank, N. A. 0.00% No change 9 $17K
Geneos Wealth Management Inc. 0.00% Reduce -40.0% 9 $17K
Capital Advisors, Ltd. LLC 0.00% Add +250.0% 7 $13K
Prestige Wealth Management Group LLC 0.00% Reduce -22.2% 7 $13K
Beacon Capital Management, LLC 0.00% No change 7 $13K
Sound Income Strategies, LLC 0.00% Add +133.3% 7 $13K
WPG Advisers, LLC 0.01% Add +20.0% 6 $11K
Cranbrook Wealth Management, LLC 0.00% No change 6 $11K
Princeton Global Asset Management LLC 0.00% No change 6 $11K
Independence Bank of Kentucky 0.00% No change 6 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $11K
Plante Moran Financial Advisors, LLC 0.00% Reduce -40.0% 6 $11K
GHP Investment Advisors, Inc. 0.00% Reduce -99.9% 6 $11K
Cornerstone Planning Group LLC 0.00% Add +150.0% 5 $10K
Dunhill Financial, LLC 0.00% Reduce -16.7% 5 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 5 $9K
Westend Capital Management, LLC 0.00% No change 5 $9K
Abound Wealth Management 0.00% Reduce -28.6% 5 $9K
Activest Wealth Management 0.00% Add +0.0% 5 $9K
Truvestments Capital LLC 0.00% No change 5 $9K
MV Capital Management, Inc. 0.00% Reduce -37.5% 5 $9K
J.Safra Asset Management Corp 0.00% Reduce -50.0% 5 $9K
Evelyn Partners Investment Management LLP 0.00% No change 5 $9K
Avion Wealth 0.00% No change 5 $9K
Sachetta, LLC 0.00% No change 4 $7K
Private Wealth Asset Management, LLC 0.00% — 4 $7K
Financial Management Professionals, Inc. 0.00% No change 4 $7K
SouthState Bank Corp 0.00% Reduce -33.3% 4 $7K
Principia Wealth Advisory, LLC 0.01% Add +200.0% 3 $6K
True Wealth Design, LLC 0.00% Reduce -85.7% 3 $6K
Proffitt & Goodson Inc. 0.00% No change 3 $6K
Carolina Wealth Advisors, LLC 0.00% No change 3 $6K
Pineridge Advisors LLC 0.00% Add +200.0% 3 $6K
Dagco, Inc. 0.00% New 3 $6K
ESL Trust Services, LLC 0.00% No change 3 $6K
Flaharty Asset Management, LLC 0.00% New 3 $6K
Cullen/Frost Bankers, Inc. 0.00% Reduce -91.2% 3 $6K
PEAK6 LLC 0.00% Reduce -100.0% 2 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 2 $4K
Wolff Wiese Magana LLC 0.00% Add +100.0% 2 $4K
SJS Investment Consulting Inc. 0.00% No change 2 $4K
Sierra Ocean, LLC 0.00% No change 2 $4K
Bellevue Asset Management, LLC 0.00% No change 2 $4K
Anfield Capital Management, LLC 0.00% Reduce -99.8% 2 $4K
Nemes Rush Group LLC 0.00% No change 2 $4K
Altshuler Shaham Ltd 0.00% No change 2 $4K
Ancora Advisors LLC 0.00% Add +100.0% 2 $4K
Leonteq Securities AG 0.00% New 2 $4K
WealthTrak Capital Management LLC 0.00% New 1 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 1 $2K
HHM Wealth Advisors, LLC 0.00% No change 1 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 1 $2K
Financial Network Wealth Advisors LLC 0.00% New 1 $2K
Parkworth Wealth Management, Inc. 0.00% No change 1 $2K
Dogwood Wealth Management LLC 0.00% New 1 $2K
First United Bank & Trust 0.00% New 1 $2K
Fortitude Family Office, LLC 0.00% Reduce -50.0% 1 $2K
Greenline Partners, LLC 0.00% New 1 $2K
Oakworth Capital, Inc. 0.00% New 1 $2K
WestEnd Advisors, LLC 0.00% New 1 $2K

"% of holder's portfolio" is FICO's weight in each manager's 13F, not the share of Fair Isaac Corp. the manager owns.