FiservFISV

13F holders, Q1 2024 (March 31)
1,644holders
14famous investors
$159.54avg. 13F price*

At the end of Q1 2024, 1,644 institutions reported holding Fiserv Inc. (FISV) in their 13F filings. The largest holders were Vanguard Group Inc. ($8.0B), T. Rowe Price Associates Inc. ($7.1B) and BlackRock Inc. ($6.4B). 14 famous investors held it, including Mason Morfit (12.9% of ValueAct Capital's portfolio), Bill Nygren (3.7% of Harris Associates (Oakmark Funds)'s portfolio) and Leon Cooperman (3.2% of Omega Advisors (Leon Cooperman)'s portfolio).

Company
Fiserv Inc.
Sector
Consumer Discretionary
CUSIP
337738108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions145$143.9M
Exits99$590.5M

Ownership 1,644 holders

Vanguard Group Inc. 0.16% Add +0.2% 50,181,927 $8.0B
T. Rowe Price Associates Inc. 0.88% Add +0.9% 44,720,962 $7.1B
BlackRock Inc. 0.15% Add +0.1% 39,944,176 $6.4B
Dodge & Cox 3.22% Reduce -0.7% 34,610,009 $5.5B
State Street Corp. 0.18% Add +0.1% 24,676,352 $3.9B
Capital World Investors 0.50% Add +7.4% 18,840,137 $3.0B
Harris Associates (Oakmark Funds) 3.70% Reduce -4.8% 14,320,360 $2.3B
Geode Capital Management, LLC 0.17% Add +3.0% 11,723,030 $1.9B
JPMorgan Chase & Co. 0.15% Add +100.2% 10,449,112 $1.7B
FMR LLC 0.11% Reduce -10.7% 9,959,002 $1.6B
Morgan Stanley 0.12% Reduce -3.8% 9,183,747 $1.5B
Massachusetts Financial Services Co. 0.34% Reduce -1.7% 7,109,609 $1.1B
Veritas Asset Management LLP 7.98% Reduce -1.4% 6,886,029 $1.1B
Norges Bank 0.17% Add +3.5% 6,810,901 $1.1B
Nuveen Asset Management, LLC 0.31% Add +5.6% 6,597,753 $1.1B
Parnassus Investments, LLC 2.23% Reduce -3.5% 6,541,472 $1.0B
Invesco Ltd. 0.21% Add +8.3% 6,055,445 $967.8M
Northern Trust Corp. 0.15% Reduce -5.0% 5,609,650 $896.5M
Longview Partners (Guernsey) LTD 4.79% Reduce -2.7% 4,636,945 $741.1M
Goldman Sachs Group Inc. 0.14% Add +35.5% 4,021,114 $642.7M
BlueSpruce Investments, LP 11.19% Reduce -19.5% 3,916,432 $625.9M
Bank of New York Mellon Corp 0.12% Reduce -4.9% 3,885,563 $621.0M
Ameriprise Financial Inc. 0.16% Reduce -2.9% 3,687,614 $589.4M
Legal & General Group Plc 0.17% Reduce -1.4% 3,656,787 $584.4M
ValueAct Capital 12.86% Reduce -12.7% 3,655,641 $584.2M
Charles Schwab Investment Management Inc. 0.13% Add +2.9% 3,492,780 $558.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Reduce -3.2% 3,479,607 $556.1M
Egerton Capital (UK) LLP 5.24% Reduce -1.6% 3,392,276 $542.2M
Bessemer Group Inc. 0.94% Add +67.2% 3,251,722 $519.7M
Amundi 0.22% Add +9.8% 3,466,449 $509.3M
Pittenger & Anderson Inc. 19.55% Reduce -0.0% 3,010,904 $481.2M
California Public Employees Retirement System 0.33% Reduce -8.6% 2,916,639 $466.1M
Alliancebernstein L.P. 0.16% Add +52.3% 2,797,302 $447.1M
Dimensional Fund Advisors LP 0.12% Add +1.2% 2,734,853 $437.1M
Franklin Resources Inc. 0.14% Reduce -14.4% 2,723,947 $435.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 4.30% Reduce -2.4% 2,910,226 $433.0M
Neuberger Berman Group LLC 0.35% Reduce -0.7% 2,662,043 $425.4M
Pictet Asset Management Holding SA 0.43% Reduce -5.6% 2,470,760 $394.9M
CIBC Private Wealth Group LLC 0.68% Reduce -2.6% 2,189,711 $347.2M
Raymond James & Associates 0.23% Add +2.5% 2,137,236 $341.6M
Bank of America Corp. 0.03% Add +29.3% 2,129,091 $340.3M
Blair William & Co. 1.06% Add +2.5% 2,118,643 $338.6M
Barclays PLC 0.15% Add +2.1% 2,052,085 $328.0M
Nordea Investment Management AB 0.38% Reduce -22.9% 2,039,960 $325.6M
Navera Investment Management Ltd. 6.36% Add +2.9% 2,031,262 $324.4M
C WorldWide Group Holding A/S 3.59% Reduce -0.6% 1,968,651 $314.6M
Mairs & Power Inc. 2.96% Reduce -1.8% 1,909,516 $305.2M
Envestnet Asset Management Inc. 0.11% Add +8.6% 1,825,556 $291.8M
Swiss National Bank 0.20% Reduce -5.7% 1,797,386 $287.3M
JARISLOWSKY, FRASER Ltd 1.60% Reduce -2.7% 1,747,209 $279.2M
UBS Group AG 0.08% Add +22.9% 1,513,862 $241.9M
HSBC Holdings PLC 0.17% Add +48.5% 1,498,758 $239.4M
Arrowstreet Capital, Limited Partnership 0.22% Add +7.6% 1,479,788 $236.5M
Lazard Asset Management LLC 0.31% Reduce -3.4% 1,465,102 $234.2M
Sumitomo Mitsui Trust Group, Inc. 0.16% Reduce -1.9% 1,444,253 $230.8M
Scharf Investments, LLC 6.14% Add +28.4% 1,419,869 $226.9M
Deutsche Bank AG 0.11% Reduce -1.1% 1,417,821 $226.6M
Royal Bank of Canada 0.06% Reduce -13.1% 1,413,018 $225.8M
Wells Fargo & Company 0.06% Reduce -10.8% 1,384,742 $221.3M
Robeco Institutional Asset Management B.V. 0.47% Add +0.6% 1,343,180 $214.7M
DSM Capital Partners LLC 2.83% Add +2.0% 1,297,387 $207.3M
Clearbridge Investments, LLC 0.16% Add +3.2% 1,231,652 $196.8M
Kensico Capital Management Corp. 6.19% Add +8.7% 1,173,200 $187.5M
Rhumbline Advisers 0.18% Reduce -0.1% 1,167,101 $186.5M
Focused Investors Fund L P 5.69% — 1,136,000 $181.6M
Focused Investors LLC 5.69% Reduce -5.8% 1,136,000 $181.6M
Brandes Investment Partners, LP 2.26% Add +9.2% 1,100,116 $175.8M
New York State Common Retirement Fund 0.23% Reduce -5.2% 1,083,734 $173.2M
Provident Trust Co. 3.17% Add +2.7% 1,067,431 $170.6M
Credit Suisse AG/ 0.16% Reduce -6.0% 1,032,286 $165.0M
Macquarie Group Ltd. 0.19% Reduce -2.9% 1,024,123 $163.7M
National Pension Service 0.19% Reduce -0.2% 1,011,325 $161.6M
Citigroup Inc. 0.17% Reduce -10.3% 988,860 $158.0M
California State Teachers Retirement System 0.20% Reduce -0.2% 985,758 $157.5M
Rivulet Capital, LLC 7.73% No change 964,800 $154.2M
Danica Pension, Livsforsikringsaktieselskab 3.41% — 958,995 $153.3M
Allspring Global Investments Holdings, LLC 0.24% Add +12.3% 948,232 $151.5M
Welch & Forbes LLC 1.99% Reduce -0.4% 909,248 $145.3M
Bank Julius Baer & Co. Ltd, Zurich 0.55% Reduce -0.2% 900,147 $143.7M
Baird Financial Group, Inc. 0.29% Reduce -1.1% 875,248 $139.9M
Principal Financial Group Inc. 0.08% Add +14.7% 832,138 $133.0M
Glenview Capital Management, LLC 2.50% Reduce -14.9% 802,692 $128.3M
Brown Advisory Inc. 0.17% Add +0.2% 779,741 $124.6M
Homestead Advisers Corp 2.90% Reduce -0.2% 773,000 $123.5M
AQR Capital Management 0.21% Add +32.6% 763,887 $122.0M
Bridgewater Associates 0.60% Add +15.2% 741,969 $118.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +19.3% 708,393 $113.2M
Madison Asset Management, LLC 1.36% Add +0.4% 690,455 $110.3M
Raymond James Financial Services Advisors, Inc. 0.16% Reduce -4.1% 690,009 $110.3M
Bank of Montreal 0.03% Add +9.3% 689,210 $109.9M
Artisan Partners Limited Partnership 0.15% Reduce -8.6% 657,959 $105.2M
Sei Investments Co. 0.15% Reduce -0.1% 657,430 $105.1M
Manufacturers Life Insurance Company, The 0.10% Reduce -12.4% 648,808 $103.7M
Crestwood Advisors Group, LLC 2.26% Add +2.3% 648,240 $103.6M
Vulcan Value Partners, LLC 1.50% Reduce -11.2% 647,780 $103.5M
Aberdeen Group plc 0.20% Add +1.5% 645,938 $103.2M
Birch Hill Investment Advisors LLC 4.89% Reduce -1.2% 629,307 $100.6M
AXA S.A. 0.30% Reduce -4.8% 627,216 $100.2M
New York State Teachers Retirement System 0.21% Reduce -2.0% 619,667 $99.0M
New South Capital Management Inc. 4.14% Reduce -2.1% 618,872 $98.9M
Korea Investment CORP 0.25% Reduce -8.1% 605,896 $96.8M
NZS Capital, LLC 4.01% Add +11.3% 605,298 $96.7M
Adage Capital Partners Gp, L.L.C. 0.18% Reduce -27.1% 588,731 $94.1M
Commerce Bank 0.61% Add +1.1% 577,639 $92.3M
STRS Ohio 0.36% Reduce -7.5% 571,779 $91.4M
Cornerstone Investment Partners, LLC 4.43% Add +2.5% 568,472 $90.9M
Zurich Insurance Group Ltd 0.82% Add +57.3% 563,896 $90.1M
Marathon Asset Management Ltd 2.39% Reduce -3.5% 561,291 $89.7M
Summitry LLC 4.60% Add +1.9% 547,284 $87.5M
TCW Group Inc. 0.88% Add +5.3% 545,185 $87.1M
Mirae Asset Global Investments Co., Ltd. 0.19% Add +123.0% 742,321 $85.4M
Lord, Abbett & Co. LLC 0.27% Add +42.5% 528,576 $84.5M
Mountain Pacific Investment Advisers LLC 4.72% Add +0.2% 528,515 $84.5M
CANADA LIFE ASSURANCE Co 0.17% Add +5.5% 527,284 $84.2M
Abn Amro Investment Solutions 1.46% Reduce -12.8% 526,257 $84.1M
D. E. Shaw & Co. 0.12% Reduce -75.8% 521,723 $83.4M
Artemis Investment Management LLP 1.07% Add +215.0% 514,696 $82.2M
Huntington National Bank 0.88% Reduce -2.7% 508,241 $81.2M
BNP Paribas Financial Markets 0.10% Add +14.5% 506,390 $80.9M
Beck Mack & Oliver LLC 1.63% Add +7.7% 504,308 $80.6M
Storebrand Asset Management As 0.27% Add +1.2% 499,715 $79.9M
Mariner, LLC 0.17% Add +4.9% 499,112 $79.8M
Qube Research & Technologies Ltd 0.14% Reduce -66.2% 495,239 $79.1M
Nicholas Company, Inc. 1.30% Add +0.0% 493,795 $78.9M
Giverny Capital 3.12% Add +5.6% 480,246 $76.8M
Omega Advisors (Leon Cooperman) 3.20% No change 480,000 $76.7M
Panagora Asset Management Inc. 0.40% Reduce -6.5% 479,973 $76.7M
Bradley Foster & Sargent Inc. 1.37% Add +8.3% 474,340 $75.8M
Woodley Farra Manion Portfolio Management Inc. 4.16% Reduce -1.1% 472,659 $75.5M
Staley Capital Advisers Inc. 3.44% Reduce -2.7% 461,624 $73.8M
Cortland Associates Inc. 9.53% Reduce -1.7% 461,100 $73.7M
State Board of Administration of Florida Retirement System 0.17% Add +0.1% 639,736 $72.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.19% Reduce -25.4% 450,478 $72.0M
London Co. of Virginia 0.37% Reduce -1.4% 441,809 $70.6M
Keybank National Association 0.29% Add +14.8% 435,952 $69.7M
Corient Private Wealth LP 0.12% Add +0.9% 435,194 $69.6M
Natixis Advisors, LLC 0.16% Add +2.4% 426,100 $68.1M
Causeway Capital Management LLC 1.78% Reduce -21.4% 424,600 $67.9M
Prudential Financial Inc. 0.10% Reduce -30.0% 423,935 $67.8M
MIG Capital, LLC 9.31% No change 418,886 $66.9M
Associated Banc-Corp 2.11% Add +4.2% 417,071 $66.7M
Nippon Life Global Investors Americas, Inc. 3.03% Add +335.6% 406,520 $65.0M
Compass Capital Management, Inc. 4.16% Reduce -4.2% 402,598 $64.3M
Corus Family Wealth Advisors 53.33% Reduce -12.4% 391,767 $62.6M
Danske Bank A/S 0.19% — 381,438 $61.0M
Morningstar Investment Services LLC 0.67% Reduce -83.5% 381,355 $60.8M
Ossiam 1.05% Add +23.0% 375,787 $60.1M
DekaBank Deutsche Girozentrale 0.11% Add +3.5% 375,652 $59.6M
Mackenzie Financial Corp. 0.09% Reduce -19.5% 369,532 $59.1M
Janus Henderson Group PLC 0.03% Reduce -0.8% 365,059 $58.3M
Schroder Investment Management Group 0.07% Add +1.0% 362,658 $58.0M
Alta Capital Management LLC/ 3.57% Reduce -6.6% 361,651 $57.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.39% Add +35.2% 354,484 $56.7M
Cerity Partners LLC 0.15% Reduce -76.5% 353,979 $56.4M
C Partners Holding GmbH 16.24% No change 348,225 $55.7M
State of New Jersey Common Pension Fund D 0.17% No change 347,512 $55.5M
Toronto Dominion Bank 0.09% Add +1.7% 346,232 $55.3M
FIL Ltd 0.05% Reduce -65.6% 342,443 $54.7M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -7.7% 340,121 $54.3M
Nichols & Pratt Advisers LLP 3.63% Reduce -1.5% 338,093 $54.0M
Ensign Peak Advisors, Inc 0.10% Reduce -0.3% 335,641 $53.6M
LPL Financial LLC 0.03% Add +6.7% 332,567 $53.2M
Chevy Chase Trust Holdings, LLC 0.17% Reduce -0.9% 332,538 $53.1M
Port Capital LLC 2.66% Add +2.0% 331,758 $53.0M
State of Wisconsin Investment Board 0.14% Reduce -6.6% 330,404 $52.8M
Swedbank AB 0.07% Add +1.0% 328,516 $52.5M
KBC Group NV 0.17% Reduce -55.0% 328,188 $52.5M
Clark Capital Management Group, Inc. 0.39% Reduce -0.0% 327,127 $52.3M
Nitorum Capital, L.P. 5.28% Reduce -6.2% 324,748 $51.9M
PointState Capital LP 1.57% Reduce -69.2% 324,119 $51.8M
Erste Asset Management GmbH 0.70% Add +27.9% 323,495 $51.5M
Victory Capital Management Inc. 0.05% Reduce -12.1% 321,533 $51.4M
North Star Asset Management Inc. 2.37% Reduce -1.7% 313,792 $50.2M
QRG Capital Management, Inc. 0.63% Add +9.2% 310,398 $49.6M
CapitalatWork S.A. 1.63% Add +0.7% 305,059 $48.8M
Country Trust Bank 1.18% Reduce -2.3% 284,615 $45.5M
Hemenway Trust Co LLC 3.93% Reduce -0.1% 284,100 $45.4M
Public Employees Retirement System of Ohio 0.18% Reduce -6.9% 282,993 $45.2M
Northwestern Mutual Wealth Management Co. 0.05% Add +17.7% 278,108 $44.4M
Tredje AP-fonden 0.46% No change 277,048 $44.3M
TD Asset Management Inc 0.04% Reduce -6.3% 275,909 $44.1M
Truist Financial Corp. 0.07% Reduce -11.6% 275,455 $44.0M
ZWJ Investment Counsel Inc. 1.99% Add +0.4% 274,027 $43.8M
Treasurer of the State of North Carolina 0.19% Add +1.1% 271,193 $43.3M
Empire Life Investments Inc. 2.61% Reduce -3.1% 266,400 $42.6M
Troy Asset Management Ltd 1.29% Reduce -0.3% 266,257 $42.6M
Capital Investment Services of America, Inc. 4.09% Reduce -1.6% 265,868 $42.5M
Nisa Investment Advisors, LLC 0.28% Add +13.7% 265,447 $42.4M
Stifel Financial Corp. 0.05% Reduce -9.2% 261,654 $41.8M
Brandywine Global Investment Management, LLC 0.30% Reduce -0.4% 261,002 $41.7M
Aviva PLC 0.14% Reduce -11.7% 258,748 $41.4M
Canoe Financial LP 0.67% Add +9.6% 253,011 $40.4M
US Bancorp \de 0.06% Reduce -0.1% 249,739 $39.9M
State of Tennessee, Department of Treasury 0.14% Reduce -11.2% 244,479 $39.1M
Geneva Capital Management LLC 0.68% Reduce -2.2% 242,739 $38.8M
Mn Services Vermogensbeheer B.V. 0.28% Reduce -18.0% 242,700 $38.8M
Royal London Asset Management Ltd. 0.10% Reduce -1.5% 240,660 $38.5M
Todd Asset Management LLC 0.77% Add +6.5% 235,719 $37.7M
Patient Capital Management, LLC 1.82% Reduce -9.1% 233,445 $37.3M
Asset Management One Co., Ltd. 0.14% Reduce -5.5% 232,008 $37.1M
Regions Financial Corp. 0.28% Add +0.6% 230,879 $36.9M
Russell Investments Group, Ltd. 0.06% Add +26.6% 230,776 $36.9M
Renaissance Group LLC 1.39% Reduce -11.5% 230,760 $36.9M
Hillman Co. 17.16% No change 230,146 $36.8M
Teacher Retirement System of Texas 0.23% Add +1.6% 229,222 $36.6M
Mercer Global Advisors Inc. 0.10% Add +7.4% 228,369 $36.5M
Schonfeld Strategic Advisors LLC 0.29% Reduce -30.6% 228,124 $36.5M
Southeastern Asset Management Inc. 1.39% Reduce -44.7% 226,810 $36.2M
Suncoast Equity Management 4.21% Add +3.0% 224,758 $35.9M
Cibc World Market Inc. 0.09% Add +138.8% 224,713 $35.9M
J. L. Bainbridge & Co., Inc. 3.81% Reduce -0.5% 223,841 $35.8M
Deroy & Devereaux Private Investment Counsel Inc. 2.18% Reduce -2.1% 223,212 $35.7M
Archon Partners LLC 4.36% No change 223,000 $35.6M
BI Asset Management Fondsmaeglerselskab A/S 0.67% Add +4.8% 220,940 $35.3M
Jupiter Asset Management Ltd. 0.34% Add +101.2% 220,368 $35.2M
Windward Capital Management Co. 2.90% Reduce -2.1% 217,640 $34.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Reduce -0.8% 216,777 $34.6M
Caisse de depot et placement du Quebec 0.08% Reduce -43.8% 216,098 $34.5M
Cannell & Spears LLC 0.71% Add +2.4% 215,737 $34.5M
Factory Mutual Insurance Co. 0.40% Reduce -26.2% 215,400 $34.4M
Bowie Capital Management, LLC 2.83% Add +22.8% 215,226 $34.4M
Dana Investment Advisors, Inc. 1.13% Reduce -9.8% 213,247 $34.1M
Rafferty Asset Management, LLC 0.13% Reduce -0.8% 211,111 $33.7M
Voya Investment Management LLC 0.04% Reduce -3.0% 211,092 $33.7M
Dudley & Shanley, Inc. 5.63% Reduce -14.5% 208,921 $33.4M
Night Owl Capital Management, LLC 5.07% Add +12.2% 208,887 $33.4M
Prana Capital Management, LP 1.50% Add +89.7% 208,711 $33.4M
Professional Advisory Services Inc. 4.17% Reduce -2.6% 208,671 $33.4M
Resona Asset Management Co.,Ltd. 0.20% — 206,942 $33.1M
Assenagon Asset Management S.A. 0.09% Reduce -54.3% 204,847 $32.7M
Jane Street Group, LLC 0.04% Reduce -29.6% 204,732 $32.7M
Teachers Retirement System of the State of Kentucky 0.29% Add +0.8% 202,502 $32.4M
Allianz Asset Management GmbH 0.05% Add +132.3% 199,755 $31.9M
Formuepleje A/S 1.78% Add +102.2% 196,745 $31.4M
Handelsbanken Fonder AB 0.13% Add +15.3% 192,897 $30.8M
Comerica Bank 0.13% Add +1.3% 189,400 $30.3M
Coerente Capital Management 5.71% Reduce -2.4% 189,160 $30.2M
Thrivent Financial for Lutherans 0.06% Reduce -4.6% 187,684 $30.0M
Sunriver Management LLC 3.92% Reduce -20.9% 187,527 $30.0M
Applied Finance Capital Management, LLC 2.10% Add +13.7% 187,029 $29.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.34% Add +0.6% 185,488 $29.6M
Candriam S.C.A. 0.19% Reduce -2.4% 185,434 $29.6M
Marble Harbor Investment Counsel, LLC 3.37% Reduce -1.4% 182,994 $29.2M
Generate Investment Management Ltd 2.29% No change 182,330 $29.1M
Glenmede Trust Co. NA 0.14% Reduce -19.1% 176,836 $28.3M
American International Group, Inc. 0.10% Reduce -1.0% 174,051 $27.8M
Arizona State Retirement System 0.19% Add +0.4% 172,233 $27.5M
D.A. Davidson & Co. 0.24% Add +4.0% 169,508 $27.1M
River Road Asset Management, LLC 0.36% Reduce -47.1% 168,208 $26.9M
Arvest Trust Co. N A 1.53% Reduce -3.0% 168,078 $26.9M
PNC Financial Services Group, Inc. 0.02% Reduce -0.1% 167,057 $26.7M
Bank of Nova Scotia 0.05% Reduce -9.5% 166,574 $26.6M
Sora Investors LLC 4.36% Add +0.6% 165,969 $26.5M
State of Michigan Retirement System 0.14% Add +0.1% 164,434 $26.3M
First Trust Advisors LP 0.03% Add +43.8% 163,893 $26.2M
Liontrust Investment Partners LLP 0.36% Reduce -5.1% 162,617 $26.0M
Nomura Asset Management Co. Ltd. 0.09% Add +0.3% 161,113 $25.7M
Forsta Ap-Fonden 0.21% Add +7.6% 158,800 $25.4M
Wendell David Associates Inc. 2.54% Reduce -0.7% 157,016 $25.1M
Varma Mutual Pension Insurance Co 0.22% Add +482.9% 156,800 $25.1M
Spire Wealth Management 0.46% Add +12.9% 63,327 $25.0M
Cibc World Markets Corp. 0.16% Add +9.2% 152,244 $24.3M
Gillson Capital LP 2.30% Reduce -8.2% 151,800 $24.3M
Millennium Management 0.02% Reduce -74.6% 151,661 $24.2M
Torray Investment Partners LLC 3.62% Reduce -0.6% 151,451 $24.2M
Point72 Asset Management 0.07% Reduce -74.3% 151,363 $24.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.86% Reduce -2.0% 149,317 $23.9M
Thematics Asset Management 0.98% Reduce -16.8% 147,300 $23.5M
MetLife Investment Management, LLC 0.16% Reduce -3.4% 147,261 $23.5M
Aryeh Capital Management Ltd. 14.64% No change 146,842 $23.5M
Toth Financial Advisory Corp. 2.83% Reduce -0.8% 141,397 $22.6M
Somerville Kurt F 3.85% Reduce -0.2% 140,750 $22.5M
SG Americas Securities, LLC 0.12% Reduce -63.8% 140,400 $22.4M
Albion Financial Group 1.72% Reduce -0.6% 139,346 $22.3M
Creative Planning 0.02% Add +4.9% 139,208 $22.2M
Canada Pension Plan Investment Board 0.02% Reduce -27.6% 138,818 $22.2M
Montag A & Associates Inc. 1.11% Reduce -0.5% 138,638 $22.2M
Susquehanna International Group, LLP 0.03% Reduce -48.3% 138,339 $22.1M
North Point Portfolio Managers Corp. 3.72% Reduce -0.4% 137,605 $22.0M
Penserra Capital Management LLC 0.27% Add +1773.7% 136,534 $21.8M
Polar Capital Holdings Plc 0.11% Add +2.3% 135,895 $21.7M
MassMutual Private Wealth & Trust, FSB 0.67% Add +1.7% 135,334 $21.6M
Mill Capital Management, LLC 1.80% Reduce -0.3% 134,993 $21.6M
Trajan Wealth LLC 1.45% — 133,663 $21.4M
Retirement Systems of Alabama 0.08% Add +0.1% 132,470 $21.2M
Pinebridge Investments, L.P. 0.17% Reduce -42.0% 132,441 $21.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Add +0.3% 131,758 $21.1M
Clark Estates Inc. 3.43% Reduce -25.7% 130,300 $20.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.18% No change 129,000 $20.6M
McRae Capital Management Inc. 4.50% Add +1.3% 128,629 $20.6M
Cadinha & Co. LLC 3.53% Reduce -1.4% 128,508 $20.5M
Los Angeles Capital Management LLC 0.07% Reduce -0.1% 128,239 $20.5M
M&T Bank Corp 0.07% Reduce -13.5% 127,879 $20.4M
Amalgamated Bank 0.17% Reduce -16.0% 127,423 $20.4M
Guyasuta Investment Advisors Inc. 1.47% Reduce -0.4% 152,194 $20.2M
MML Investors Services, LLC 0.08% Add +5.2% 124,761 $19.9M
Bath Savings Trust Co 2.11% Reduce -2.1% 124,213 $19.9M
Texas Permanent School Fund Corp. 0.16% Add +0.1% 124,075 $19.8M
IFM Investors Pty Ltd 0.22% Reduce -1.0% 123,932 $19.8M
Calamos Advisors LLC 0.14% Reduce -2.5% 123,699 $19.8M
Cornerstone Capital, Inc. 2.02% Reduce -7.7% 123,073 $19.7M
Dorsey & Whitney Trust CO LLC 1.33% Reduce -0.5% 121,765 $19.5M
Northwest & Ethical Investments L.P. 0.56% Add +243.1% 121,266 $19.4M
CIBC Asset Management Inc 0.07% Add +3.2% 120,654 $19.3M
LS Investment Advisors, LLC 3.05% Reduce -6.0% 120,100 $19.2M
Choreo, LLC 0.48% Reduce -0.4% 118,144 $18.9M
Skandinaviska Enskilda Banken AB (publ) 0.09% Reduce -2.0% 118,034 $18.8M
Palisade Capital Management, LP 0.55% Add +2.9% 116,806 $18.7M
ProShare Advisors LLC 0.05% Reduce -6.2% 116,271 $18.6M
Covington Investment Advisors Inc. 2.98% Add +6.6% 114,467 $18.3M
Commonwealth Equity Services, LLC 0.03% Add +4.0% 113,947 $18.2M
Zacks Investment Management 0.19% Add +8.2% 112,739 $18.0M
VeriStar Capital Management LP 9.37% Add +392.1% 111,700 $17.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.20% Add +0.9% 111,283 $17.8M
Fifth Third Bancorp 0.07% Reduce -2.3% 111,077 $17.8M
Mediolanum International Funds Ltd 0.29% — 111,183 $17.7M
Hunter Perkins Capital Management, LLC 3.55% Reduce -7.0% 108,495 $17.3M
Xponance LLC 0.18% Add +4.0% 107,004 $17.1M
Punch & Associates Investment Management, Inc. 0.98% Add +2.1% 106,898 $17.1M
APG Asset Management N.V. 0.03% Add +1.9% 115,293 $17.1M
Compound Global Advisors, LLC 3.01% No change 106,600 $17.0M
Czech National Bank 0.22% Add +0.4% 105,603 $16.9M
Soditic Asset Management LLP 19.87% Reduce -48.6% 104,961 $16.8M
Wilbanks Smith & Thomas Asset Management LLC 0.47% Add +1.2% 104,486 $16.7M
Brant Point Investment Management LLC 3.71% Reduce -3.6% 104,095 $16.6M
Utah Retirement Systems 0.19% Reduce -0.1% 103,660 $16.6M
Walleye Capital LLC 0.20% Reduce -22.3% 102,496 $16.4M
USS Investment Management Ltd 0.13% Add +5.3% 101,873 $16.3M
Stansberry Asset Management, LLC 2.32% Reduce -14.4% 101,287 $16.2M
Kelly Lawrence W & Associates Inc. 3.73% Reduce -3.5% 101,032 $16.1M
Vestor Capital, LLC 1.35% Add +3.8% 99,974 $16.0M
Cetera Investment Advisers 0.04% Add +163.7% 99,035 $15.8M
Degroof Petercam Asset Management 0.19% Add +1.6% 98,300 $15.7M
Busey Bank 0.56% Add +0.0% 98,128 $15.7M
Broderick Brian C 3.33% Add +8.0% 97,582 $15.6M
CCM Investment Advisers LLC 1.84% Reduce -7.1% 96,234 $15.4M
Engle Capital Management, L.P. 4.28% Reduce -11.1% 96,000 $15.3M
Agf Management Ltd. 0.09% Add +1.3% 95,506 $15.3M
Foyston, Gordon & Payne Inc 3.62% Reduce -3.5% 93,926 $15.0M
DNB Asset Management AS 0.08% Reduce -20.6% 93,801 $15.0M
LSV Asset Management 0.03% Reduce -0.3% 90,800 $14.5M
New York Life Investment Management LLC 0.14% Reduce -3.4% 90,744 $14.5M
Gotham Asset Management 0.22% Add +11.0% 89,994 $14.4M
Financiere des Professionnels - Fonds d'investissement inc. 1.15% No change 89,374 $14.3M
Ethic Inc. 0.36% Add +12.4% 88,698 $14.2M
Hunter Associates Investment Management LLC 2.37% Add +1.1% 88,019 $14.1M
Logan Capital Management Inc. 0.60% Reduce -0.9% 87,057 $13.9M
Baldwin Wealth Partners LLC 1.05% Reduce -0.9% 86,982 $13.9M
Bell Asset Management Ltd 2.03% Reduce -0.4% 86,528 $13.8M
Public Employees Retirement Association of Colorado 0.06% Reduce -87.8% 85,419 $13.7M
Redwood Grove Capital, LLC 4.25% Add +6.0% 85,338 $13.6M
GAM Holding AG 0.99% Reduce -4.4% 85,265 $13.6M
Puzo Michael J 3.77% Add +6.2% 85,189 $13.6M
Rockefeller Capital Management L.P. 0.04% Reduce -23.9% 84,856 $13.6M
Ramsay, Stattman, Vela & Price, Inc. 2.58% Add +0.1% 84,332 $13.5M
Farmers & Merchants Investments Inc. 0.45% Reduce -0.3% 83,409 $13.3M
Hudson Bay Capital Management LP 0.13% New 82,999 $13.3M
Kidder Stephen W 4.19% Reduce -7.6% 82,245 $13.1M
Steward Partners Investment Advisory, LLC 0.14% Add +62.8% 82,143 $13.1M
Shelton Capital Management 0.37% Reduce -9.2% 81,759 $13.1M
Choate Investment Advisors 0.35% Add +80.6% 81,441 $13.0M
FineMark National Bank & Trust 0.48% Add +40.5% 80,940 $12.9M
Osaic Holdings, Inc. 0.03% Reduce -53.5% 80,368 $12.8M
King Luther Capital Management Corp. 0.06% Add +2505.1% 79,585 $12.7M
Running Oak Capital LLC 2.03% Add +7.0% 79,374 $12.7M
Yousif Capital Management, LLC 0.14% Reduce -2.1% 79,202 $12.7M
Venturi Wealth Management, LLC 0.81% Add +1.2% 78,797 $12.6M
Mutual of America Capital Management LLC 0.14% Reduce -2.0% 78,691 $12.6M
Landscape Capital Management, L.L.C. 1.08% New 77,564 $12.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +30.2% 77,257 $12.3M
Bailard, Inc. 0.34% Reduce -0.3% 76,903 $12.3M
Romano Brothers and Company 1.66% Reduce -0.9% 75,902 $12.1M
Perennial Advisors, LLC 2.81% Reduce -2.8% 75,560 $12.1M
Daiwa Securities Group Inc. 0.07% Add +5.1% 75,431 $12.1M
State of Alaska, Department of Revenue 0.14% Add +0.4% 74,873 $12.0M
Bellecapital International Ltd. 2.65% Reduce -1.6% 74,169 $11.9M
Prio Wealth Limited Partnership 0.34% Reduce -1.1% 73,958 $11.8M
American National Bank & Trust 1.56% Add +2.8% 73,692 $11.8M
Bragg Financial Advisors, Inc 0.52% Add +0.9% 73,002 $11.7M
Wealth Enhancement Advisory Services, LLC 0.03% Add +1.1% 72,818 $11.6M
Legacy Private Trust Co. 0.85% Reduce -7.1% 72,543 $11.6M
Pathstone Holdings, LLC 0.05% Add +7.5% 71,160 $11.4M
Great Valley Advisor Group, Inc. 0.34% Add +11.7% 70,570 $11.3M
Woodstock Corp. 1.16% Add +0.4% 69,969 $11.2M
Nissay Asset Management Corp. /Japan 0.08% Reduce -2.4% 69,769 $11.2M
Headinvest, LLC 2.16% Reduce -2.2% 69,317 $11.1M
Webster Bank, N. A. 1.23% Reduce -2.6% 68,870 $11.0M
Swiss Life Asset Management Ltd 0.15% Reduce -50.0% 68,742 $11.0M
Bahl & Gaynor LLC 0.06% Reduce -3.0% 68,705 $11.0M
HighTower Advisors, LLC 0.02% Reduce -58.4% 68,077 $10.9M
Addenda Capital Inc. 0.41% Reduce -4.8% 67,208 $10.7M
First Hawaiian Bank 0.33% Reduce -3.8% 67,103 $10.7M
Steamboat Capital Partners, LLC 3.69% Add +1.7% 67,033 $10.7M
Pinnacle Financial Partners Inc 0.23% Add +0.4% 66,914 $10.7M
Marshall Wace, LLP 0.02% Reduce -92.7% 66,659 $10.7M
Synovus Financial Corp. 0.14% Add +4.2% 65,713 $10.5M
Credit Agricole S A 0.18% Add +37.5% 71,416 $10.5M
Peapack Gladstone Financial Corp. 0.16% Add +0.3% 64,832 $10.4M
Robertson Opportunity Capital, LLC 4.65% Reduce -29.1% 64,600 $10.3M
Janney Montgomery Scott LLC 0.03% Add +6.1% 63,865 $10.2M
Cambridge Investment Research Advisors, Inc. 0.04% Add +8.0% 63,738 $10.2M
Live Oak Private Wealth LLC 1.76% Reduce -0.3% 63,669 $10.2M
Hound Partners, LLC 3.03% New 63,627 $10.2M
M&G PLC 0.07% — 62,922 $10.1M
Core Alternative Capital 1.79% Reduce -18.0% 62,673 $10.0M
PGGM Investments 0.14% Add +25.9% 62,359 $10.0M
L. Roy Papp & Associates, LLP 1.18% Reduce -3.2% 61,827 $9.9M
Walleye Trading LLC 0.16% Reduce -54.9% 61,437 $9.8M
OneDigital Investment Advisors LLC 0.15% Add +17.4% 61,318 $9.8M
Chesley Taft & Associates LLC 0.50% Add +0.7% 60,907 $9.7M
McKinley Carter Wealth Services, Inc. 0.64% Add +1.5% 60,189 $9.6M
Ilmarinen Mutual Pension Insurance Co 0.12% No change 60,000 $9.6M
Captrust Financial Advisors 0.04% Reduce -18.5% 59,860 $9.6M
Marks Group Wealth Management, Inc 1.00% Reduce -2.3% 59,762 $9.6M
Federation des caisses Desjardins du Quebec 0.07% Add +53.6% 59,769 $9.5M
Tocqueville Asset Management L.P. 0.15% Add +0.8% 58,877 $9.4M
ProVise Management Group, LLC 0.81% Add +7.2% 58,785 $9.4M
Aptus Capital Advisors, LLC 0.20% Reduce -6.9% 58,317 $9.3M
Federated Hermes, Inc. 0.02% Add +41.0% 58,254 $9.3M
GDS Wealth Management 1.09% Add +19.9% 58,172 $9.3M
1832 Asset Management L.P. 0.02% Reduce -7.7% 58,025 $9.3M
Diversified Trust Co. 0.28% Add +25.9% 57,748 $9.2M
Middleton & Co. Inc. 1.06% Reduce -0.7% 57,541 $9.2M
BTC Capital Management, Inc. 0.84% — 57,519 $9.2M
Cozad Asset Management Inc. 0.95% Reduce -1.5% 57,283 $9.2M
Legal Advantage Investments, Inc. 5.07% Reduce -14.7% 56,737 $9.1M
Acadian Asset Management LLC 0.03% Add +377.3% 56,645 $9.0M
Jones Financial Companies LLLP 0.01% Add +22.6% 56,411 $9.0M
Oppenheimer Asset Management Inc. 0.13% Reduce -34.5% 56,198 $9.0M
Balyasny Asset Management L.P. 0.02% Add +292.6% 56,185 $9.0M
Atria Investments, Inc 0.12% Add +3.0% 56,017 $9.0M
Hantz Financial Services, Inc. 0.17% Reduce -7.7% 55,771 $8.9M
O'shaughnessy Asset Management, LLC 0.10% Add +45.7% 55,109 $8.8M
Point72 Europe (London) LLP 0.82% Reduce -12.6% 55,000 $8.8M
Vontobel Holding Ltd. 0.07% Add +75.7% 54,872 $8.8M
Elo Mutual Pension Insurance Co 0.21% Add +3.0% 54,840 $8.8M
Dillon & Associates Inc. 1.37% Add +16.0% 54,507 $8.7M
M&R Capital Management Inc. 2.13% Reduce -3.8% 54,328 $8.7M
Azimuth Capital Investment Management LLC 0.36% New 54,137 $8.7M
First National Trust Co 0.35% Reduce -35.5% 53,902 $8.6M
Guggenheim Capital LLC 0.06% Add +12.0% 53,820 $8.6M
Smithbridge Asset Management Inc. 1.77% Reduce -1.5% 53,794 $8.6M
Cheviot Value Management, LLC 1.88% Reduce -0.8% 53,595 $8.6M
Eagle Asset Management Inc. 0.04% Add +7.2% 53,914 $8.5M
Contravisory Investment Management, Inc. 1.89% Add +0.3% 53,379 $8.5M
NorthCoast Asset Management LLC 0.11% Add +25.2% 53,341 $8.5M
Builder Investment Group Inc. 2.48% Reduce -1.6% 53,287 $8.5M
Cyrus J. Lawrence, LLC 1.88% — 52,909 $8.5M
Harber Asset Management LLC 2.08% Reduce -64.3% 52,879 $8.5M
Carderock Capital Management Inc. 2.36% Reduce -3.3% 52,649 $8.4M
Brooktree Capital Management 6.48% Add +3.3% 52,546 $8.4M
Liberty Capital Management, Inc. 2.06% Reduce -1.6% 52,402 $8.4M
Cox Capital Mgt LLC 5.05% Reduce -2.3% 51,307 $8.2M
Oregon Public Employees Retirement Fund 0.16% Add +9.4% 51,285 $8.2M
Wilkins Investment Counsel Inc. 1.19% Add +6.2% 51,040 $8.2M
Gulf International Bank (UK) Ltd 0.20% Add +0.3% 50,942 $8.1M
River Global Investors LLP 2.03% Reduce -19.3% 50,585 $8.1M
Andra AP-fonden 0.14% New 50,395 $8.1M
Jacobs & Co. 0.85% Reduce -1.5% 50,229 $8.0M
Two Point Capital Management, Inc. 3.26% Add +2.0% 49,605 $7.9M
Hills Bank & Trust Co 0.67% Reduce -2.3% 49,594 $7.9M
Shell Asset Management Co. 0.36% Reduce -22.8% 52,945 $7.9M
Orion Porfolio Solutions, LLC 0.08% Reduce -12.9% 49,208 $7.9M
Orion Portfolio Solutions, LLC 0.08% Reduce -12.9% 49,208 $7.9M
Oarsman Capital, Inc. 1.88% Reduce -2.6% 49,141 $7.9M
Palmer Knight Co 3.80% Add +2.4% 48,848 $7.8M
Redmond Asset Management, LLC 2.48% Reduce -6.6% 48,791 $7.8M
Verdence Capital Advisors LLC 0.71% Reduce -5.5% 48,734 $7.8M
Delaney Dennis R 4.24% Reduce -1.5% 48,699 $7.8M
CX Institutional 0.37% Add +1143.1% 48,455 $7.7M
TrinityBridge Ltd 0.28% Reduce -0.5% 47,896 $7.6M
Cary Street Partners Investment Advisory LLC 0.32% Add +0.5% 47,381 $7.6M
Prudential PLC 0.06% Reduce -3.1% 47,198 $7.5M
HM Payson & Co. 0.14% Reduce -3.4% 46,983 $7.5M
M. Kraus & Co 2.28% Add +2.8% 46,912 $7.5M
Crossmark Global Holdings, Inc. 0.14% Reduce -3.4% 46,366 $7.4M
Sendero Wealth Management, LLC 1.27% Reduce -3.1% 46,186 $7.4M
Notis-McConarty Edward 2.91% Reduce -7.7% 46,100 $7.4M
Ayrshire Capital Management LLC 3.97% Reduce -2.4% 45,981 $7.3M
Koss-Olinger Consulting, LLC 3.97% New 45,981 $7.3M
Patton Albertson Miller Group, LLC 1.10% Add +6.6% 45,859 $7.3M
Marietta Investment Partners LLC 1.60% Add +5.6% 45,709 $7.3M
Kentucky Retirement Systems 0.22% Reduce -5.1% 45,580 $7.3M
Thompson Investment Management, Inc. 1.10% Reduce -5.5% 45,319 $7.2M
Karpas Strategies, LLC 2.25% Reduce -0.0% 45,275 $7.2M
Pacer Advisors, Inc. 0.02% Add +14.5% 44,993 $7.2M
Advisors Asset Management, Inc. 0.14% Add +27.0% 44,667 $7.1M
First Western Trust Bank 0.32% Reduce -3.2% 44,633 $7.1M
Marshall & Sullivan Inc. 3.49% Reduce -1.0% 44,085 $7.0M
Heritage Trust Co 0.94% Reduce -0.4% 43,832 $7.0M
Resources Management Corp. /CT/ 1.02% Reduce -2.0% 43,622 $7.0M
Baker Ellis Asset Management LLC 1.03% Add +0.9% 43,460 $6.9M
John G Ullman & Associates Inc. 1.07% Reduce -2.3% 43,451 $6.9M
Kestra Advisory Services, LLC 0.05% Add +2.8% 43,444 $6.9M
Curi Capital, LLC 0.16% Reduce -0.2% 43,266 $6.9M
Maryland State Retirement & Pension System 0.14% Add +0.8% 46,939 $6.9M
Cloverfields Capital Group, LP 2.31% Add +4.6% 42,867 $6.9M
Intech Investment Management LLC 0.10% Reduce -43.1% 42,631 $6.8M
Avanda Investment Management Pte. Ltd. 0.91% New 42,257 $6.8M
CMH Wealth Management LLC 1.70% Reduce -11.2% 41,750 $6.7M
Prime Capital Investment Advisors, LLC 0.09% Add +11.0% 41,561 $6.6M
AdvisorShares Investments LLC 1.21% Add +58.4% 41,021 $6.6M
Ironwood Investment Counsel, LLC 1.11% Add +2.5% 39,684 $6.3M
Selway Asset Management 2.52% Reduce -1.3% 39,405 $6.3M
Buckhead Capital Management LLC 2.12% Add +1.2% 39,159 $6.3M
Hudson Edge Investment Partners Inc. 1.22% Reduce -3.5% 39,055 $6.2M
Hartford Investment Management Co. 0.22% Reduce -4.1% 38,817 $6.2M
TD Waterhouse Canada Inc. 0.05% Add +17.8% 36,451 $6.1M
Stone Run Capital, LLC 2.32% Reduce -1.3% 38,000 $6.1M
Geneos Wealth Management Inc. 0.28% Add +3.5% 37,961 $6.1M
Baxter Bros Inc. 0.78% Reduce -2.5% 37,957 $6.1M
Graybill Wealth Management, LTD. 2.55% Add +0.1% 37,837 $6.0M
Matrix Asset Advisors Inc. 0.72% Reduce -50.0% 37,798 $6.0M
Tandem Investment Advisors, Inc. 0.23% Reduce -2.3% 37,615 $6.0M
Carmel Capital Management L.L.C. 2.46% Add +0.8% 37,490 $6.0M
Eley Financial Management, Inc 2.58% Add +0.5% 37,481 $6.0M
Reynders McVeigh Capital Management, LLC 0.34% Add +2.4% 37,412 $6.0M
Townsquare Capital LLC 0.09% Add +8.9% 37,395 $6.0M
DF Dent & Co. Inc. 0.07% Add +0.1% 36,711 $5.9M
Edgemoor Investment Advisors, Inc. 0.56% Add +7.4% 36,495 $5.8M
AMJ Financial Wealth Management 1.94% Add +60.8% 36,436 $5.8M
Compass Wealth Management LLC 1.45% Reduce -0.9% 36,324 $5.8M
Tidal Investments LLC 0.10% Add +30.1% 36,199 $5.8M
First Business Financial Services, Inc. 0.62% Reduce -0.8% 36,173 $5.8M
Vanguard Personalized Indexing Management, LLC 0.12% Add +4.6% 35,773 $5.7M
Buffington Mohr McNeal 1.03% Reduce -2.5% 35,709 $5.7M
MAI Capital Management 0.06% Add +285.6% 35,681 $5.7M
Securian Asset Management, Inc. 0.17% Reduce -7.0% 35,350 $5.6M
Gilman Hill Asset Management, LLC 1.01% Add +0.5% 35,268 $5.6M
Snowden Capital Advisors LLC 0.18% Reduce -14.9% 34,946 $5.6M
Louisiana State Employees Retirement System 0.11% Reduce -3.9% 34,900 $5.6M
Nicollet Investment Management, Inc. 2.02% Add +0.5% 34,331 $5.5M
SFE Investment Counsel 1.24% Add +2.9% 34,316 $5.5M
Anchor Investment Management, LLC 0.57% Add +2.9% 34,271 $5.5M
Cresset Asset Management, LLC 0.03% Add +15.7% 33,975 $5.4M
Daiichi Life Insurance Co., Ltd. 0.12% Reduce -2.8% 33,915 $5.4M
Argent Trust Co 0.24% Add +0.4% 33,893 $5.4M
Nilsine Partners, LLC 0.74% Add +2.1% 33,799 $5.4M
CenterBook Partners LP 0.37% Reduce -32.6% 33,616 $5.4M
Westpac Banking Corp. 0.40% Reduce -0.1% 33,114 $5.3M
Value Holdings Management Co. LLC 0.93% No change 33,000 $5.3M
Eagle Rock Investment Company, LLC 0.98% Reduce -1.5% 32,991 $5.3M
EULAV Asset Management 0.14% Reduce -0.0% 32,805 $5.2M
Bey-Douglas LLC 4.96% Reduce -0.4% 32,423 $5.2M
Bull Street Advisors, LLC 2.47% Reduce -0.7% 32,310 $5.2M
NorthCrest Asset Manangement, LLC 0.17% Reduce -6.2% 32,046 $5.1M
Prescott Group Capital Management, L.L.C. 0.81% No change 31,564 $5.0M
Glenview Trust Co 0.11% Reduce -0.5% 31,380 $5.0M
Cornerstone Advisors, LLC 0.21% No change 31,200 $5.0M
Thomas Story & Son LLC 2.10% Reduce -0.1% 31,125 $5.0M
Stephens Inc. 0.08% Add +4.3% 31,001 $5.0M
United Capital Financial Advisors, LLC 0.04% Reduce -2.8% 30,873 $4.9M
Avior Wealth Management, LLC 0.23% Add +5.5% 30,722 $4.9M
Keel Point, LLC 0.51% Add +1.5% 30,702 $4.9M
Meridian Management Co. 1.34% Reduce -32.0% 30,701 $4.9M
Monarch Capital Management Inc. 1.38% Reduce -0.3% 30,564 $4.9M
Nemes Rush Group LLC 0.70% Add +24.1% 30,496 $4.9M
Ami Investment Management Inc. 1.77% Reduce -0.7% 30,492 $4.9M
Quantinno Capital Management LP 0.11% Add +19.8% 30,251 $4.8M
New Mexico Educational Retirement Board 0.17% Reduce -5.9% 30,216 $4.8M
Ieq Capital, LLC 0.07% Add +23.6% 30,056 $4.8M
Focus Partners Wealth 0.04% Add +217.4% 30,004 $4.8M
Wealthfront Advisers LLC 0.02% Add +0.6% 29,956 $4.8M
Howe & Rusling Inc. 0.46% Add +1.5% 29,903 $4.8M
Oribel Capital Management, LP 0.54% Reduce -82.2% 29,700 $4.7M
Assetmark, Inc. 0.02% Add +373.3% 29,417 $4.7M
Tabor Asset Management, LP 1.92% New 28,817 $4.6M
American Century Companies Inc. 0.00% Add +6.4% 28,708 $4.6M
Robertson Stephens Wealth Management, LLC 0.25% Reduce -3.0% 28,464 $4.5M
Horan Capital Advisors, LLC. 1.62% Reduce -0.7% 28,433 $4.5M
Taylor Financial Group, Inc. 3.45% Reduce -0.7% 28,342 $4.5M
EagleClaw Capital Managment, LLC 0.82% Reduce -1.1% 28,185 $4.5M
Clayton Partners LLC 3.82% Reduce -2.5% 28,115 $4.5M
First National Bank of Omaha 0.31% Reduce -50.5% 20,290 $4.5M
Otter Creek Advisors, LLC 3.14% New 28,000 $4.5M
Dempze Nancy E 3.41% Add +1.4% 27,999 $4.5M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -1.1% 27,775 $4.4M
SouthState Bank Corp 0.35% Add +4.8% 27,753 $4.4M
ING Groep NV 0.03% Reduce -45.5% 27,467 $4.4M
HB Wealth Management, LLC 0.06% Add +2.0% 27,439 $4.4M
Alpha Cubed Investments, LLC 0.23% Reduce -83.2% 27,337 $4.4M
Graypoint LLC 0.32% Reduce -3.0% 27,259 $4.4M
Advisory Services Network, LLC 0.10% Add +7.3% 27,157 $4.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -6.0% 27,103 $4.3M
Capital City Trust Co. 1.19% Reduce -2.7% 26,830 $4.3M
Brookstone Capital Management 0.08% Add +313.1% 26,760 $4.3M
Illinois Municipal Retirement Fund 0.07% No change 26,601 $4.3M
FFT Wealth Management LLC 0.36% New 26,485 $4.2M
Meiji Yasuda Asset Management Co Ltd. 0.18% Reduce -5.9% 26,450 $4.2M
National Bank of Canada 0.01% Reduce -28.9% 27,528 $4.2M
Fiduciary Trust Co 0.06% Reduce -4.5% 26,293 $4.2M
Meridian Wealth Advisors, LLC 0.77% Add +6.3% 25,650 $4.1M
Page Arthur B 4.20% Reduce -6.0% 25,529 $4.1M
Keeler Thomas Management LLC 1.39% Reduce -1.5% 25,378 $4.1M
Cadence Bank 0.29% Reduce -0.4% 25,225 $4.0M
Paloma Partners Management Co 0.84% New 25,124 $4.0M
Fulton Bank, N.A. 0.16% Reduce -3.2% 25,095 $4.0M
Triad Investment Management 4.87% Reduce -10.4% 25,093 $4.0M
Balefire, LLC 1.44% Add +8.1% 25,074 $4.0M
Elevatus Welath Management 1.58% Add +3.2% 25,029 $4.0M
NewEdge Advisors, LLC 0.03% Add +14.7% 24,852 $4.0M
Indiana Trust & Investment Management Co 1.60% Add +2.3% 24,791 $4.0M
Peddock Capital Advisors, LLC 1.03% Add +1.5% 24,593 $3.9M
Soros Capital Management LLC 1.08% Reduce -34.3% 24,560 $3.9M
Jag Capital Management, LLC 0.56% Reduce -0.3% 24,522 $3.9M
E. Ohman J:or Asset Management AB 0.10% Add +4.7% 24,500 $3.9M
D L Carlson Investment Group Inc. 0.76% Reduce -1.8% 24,462 $3.9M
ClariVest Asset Management LLC 0.40% Reduce -70.2% 24,314 $3.9M
Blume Capital Management, Inc. 0.95% Reduce -0.7% 24,269 $3.9M
Metropolitan Life Insurance Co 0.17% Reduce -0.9% 24,206 $3.9M
Timber Creek Capital Management LLC 1.19% Reduce -40.3% 23,839 $3.8M
Tower Research Capital LLC (TRC) 0.09% Reduce -74.4% 23,825 $3.8M
Agate Pass Investment Management, LLC 2.04% Reduce -1.2% 23,806 $3.8M
Anderson Hoagland & Co. 0.43% Reduce -0.8% 24,732 $3.8M
Ameritas Advisory Services, LLC 0.16% Add +137.9% 25,401 $3.8M
JB Capital LLC 0.25% Reduce -0.1% 23,623 $3.8M
Prelude Capital Management, LLC 0.26% Add +109.9% 23,559 $3.8M
Metis Global Partners, LLC 0.14% Reduce -2.5% 23,536 $3.8M
Freemont Management S.A. 0.58% Reduce -23.8% 23,400 $3.7M
Cary Street Partners Asset Management LLC 0.58% Reduce -0.4% 23,336 $3.7M
Cwm, LLC 0.02% Add +8.9% 23,276 $3.7M
Ascent Group, LLC 0.33% Add +103.7% 23,238 $3.7M
Brown, Lisle/Cummings, Inc. 1.26% Add +0.2% 23,150 $3.7M
Parallax Volatility Advisers, L.P. 0.12% Reduce -28.5% 23,135 $3.7M
Forge First Asset Management Inc. 1.16% Add +50.3% 23,150 $3.7M
AMG National Trust Bank 0.11% Reduce -8.2% 23,045 $3.7M
Lombard Odier Asset Management (Europe) Ltd 0.36% Reduce -20.0% 23,000 $3.7M
First National Advisers, LLC 0.82% Add +19.8% 25,042 $3.6M
Vinva Investment Management Ltd 0.20% Add +7.0% 22,766 $3.6M
Moors & Cabot, Inc. 0.20% Reduce -2.1% 22,535 $3.6M
Robbins Farley 1.96% Reduce -16.2% 22,270 $3.6M
Forvis Mazars Wealth Advisors, LLC 0.09% Reduce -2.9% 22,207 $3.5M
Baldwin Investment Management, LLC 0.48% Reduce -0.9% 21,970 $3.5M
Horizon Investment Services, LLC 1.71% Add +14.1% 21,864 $3.5M
Van Eck Associates Corp. 0.01% Reduce -9.0% 21,863 $3.5M
First Financial Bank - Trust Division 0.34% New 21,842 $3.5M
Empirical Finance, LLC 0.21% Add +3.4% 21,597 $3.5M
Achmea Investment Management B.V. 0.07% No change 21,568 $3.4M
Trust Co. of Oklahoma 1.22% Reduce -0.3% 21,538 $3.4M
Hohimer Wealth Management, LLC 0.80% Reduce -50.8% 21,343 $3.4M
Eads & Heald Wealth Management 1.56% Reduce -7.8% 20,904 $3.3M
Principal Securities, Inc. 0.10% Add +15.5% 20,895 $3.3M
Birch Capital Management, LLC 1.73% Add +2.3% 20,781 $3.3M
Capital Analysts, LLC 0.15% Add +2.1% 20,621 $3.3M
Siemens Fonds Invest GmbH 0.25% Reduce -1.8% 20,572 $3.3M
Plato Investment Management Ltd 0.34% Add +1023.1% 20,507 $3.3M
Mission Wealth Management, LP 0.09% Add +0.9% 20,476 $3.3M
Albert D Mason Inc. 2.01% Add +0.7% 20,263 $3.2M
Chartwell Investment Partners, LLC 0.11% Reduce -4.0% 20,217 $3.2M
Campbell Newman Asset Management Inc. 0.26% Reduce -0.2% 20,212 $3.2M
Lombard Odier Asset Management (Switzerland) SA 0.23% New 20,205 $3.2M
CENTRAL TRUST Co 0.08% Add +0.6% 20,143 $3.2M
Ellenbecker Investment Group 0.68% No change 20,132 $3.2M
Norinchukin Bank, The 0.10% Reduce -1.3% 20,030 $3.2M
Altrafin AG 1.16% No change 20,000 $3.2M
LaFleur & Godfrey LLC 0.47% Reduce -9.8% 19,944 $3.2M
Private Advisor Group, LLC 0.02% Add +4.0% 19,940 $3.2M
Catalyst Funds Management Pty Ltd 0.89% — 19,940 $3.2M
Gabelli Funds LLC 0.02% Reduce -16.7% 19,900 $3.2M
Barry Investment Advisors, LLC 1.06% Reduce -1.2% 19,879 $3.2M
Kentucky Retirement Systems Insurance Trust Fund 0.22% Reduce -7.4% 19,807 $3.2M
Praxis Investment Management Inc. 0.21% No change 19,746 $3.2M
Atlantic Edge Private Wealth Management, LLC 1.08% Add +1.7% 19,735 $3.2M
Robinson Value Management, Ltd. 2.11% Reduce -20.3% 19,658 $3.1M
Passumpsic Savings Bank 1.99% — 19,510 $3.1M
Trinity Financial Advisors LLC 1.39% No change 19,376 $3.1M
Connectus Wealth, LLC 0.08% Reduce -11.4% 19,258 $3.1M
KLCM Advisors, Inc. 0.39% Reduce -0.1% 19,223 $3.1M
Investment Research & Advisory Group, Inc. 1.41% Add +8.4% 19,217 $3.1M
Raymond James Trust N.A. 0.07% Add +3.4% 19,082 $3.0M
Northwestern Mutual Investment Management Company, LLC 0.08% Add +0.3% 19,045 $3.0M
Axxcess Wealth Management, LLC 0.09% Reduce -29.1% 18,986 $3.0M
Park Avenue Securities LLC 0.04% Add +6.5% 18,905 $3.0M
Marex Group Ltd 0.10% No change 18,889 $3.0M
Silphium Asset Management Ltd 1.56% No change 18,888 $3.0M
Hall Laurie J Trustee 1.04% Add +2.5% 18,465 $3.0M
Berger Financial Group, Inc 0.24% Reduce -1.3% 18,315 $2.9M
Davidson Capital Management Inc. 0.94% Add +0.2% 18,309 $2.9M
Argyle Capital Management, LLC 1.12% Reduce -4.0% 18,188 $2.9M
CPC Advisors, LLC 0.49% Add +2.0% 18,076 $2.9M
Atria Wealth Solutions, Inc. 0.03% Add +1.4% 18,049 $2.9M
Insight Wealth Strategies, LLC 0.42% Reduce -7.6% 17,924 $2.9M
Apollon Wealth Management, LLC 0.09% Reduce -7.7% 17,857 $2.9M
Bleakley Financial Group, LLC 0.08% Add +0.9% 17,775 $2.8M
Simplicity Wealth,LLC 0.07% New 17,724 $2.8M
Wellington Management Group LLP 0.00% Reduce -29.1% 17,567 $2.8M
Buckingham Strategic Wealth, LLC 0.03% Add +21.9% 17,508 $2.8M
Savant Capital, LLC 0.03% Add +151.4% 17,346 $2.8M
Magellan Asset Management Ltd 0.03% Reduce -12.0% 17,175 $2.7M
Twin Capital Management Inc. 0.34% Reduce -8.5% 17,174 $2.7M
Geneva Partners, LLC 1.20% New 17,039 $2.7M
Legato Capital Management LLC 0.33% No change 17,013 $2.7M
First Horizon Advisors, Inc. 0.08% Reduce -6.7% 16,951 $2.7M
First Trust Direct Indexing L.P. 0.20% Add +14.1% 16,921 $2.7M
Pinnacle Associates Ltd. 0.04% Add +1.4% 16,905 $2.7M
United Services Automobile Association 0.07% No change 16,646 $2.7M
WESCAP Management Group, Inc. 0.77% Reduce -0.5% 16,624 $2.7M
Man Group plc 0.01% Add +80.8% 16,508 $2.6M
Squarepoint Ops LLC 0.01% Reduce -92.2% 16,277 $2.6M
Rakuten Investment Management, Inc. 0.02% Add +982.4% 16,139 $2.6M
North Star Investment Management Corp. 0.18% No change 16,018 $2.6M
Arvest Investments, Inc. 0.41% Reduce -1.6% 15,979 $2.6M
Livforsakringsbolaget Skandia, Omsesidigt 0.21% No change 15,809 $2.5M
Investment Management Corp of Ontario 0.07% Reduce -22.2% 15,743 $2.5M
Harbor Capital Advisors, Inc. 0.33% Reduce -3.5% 15,737 $2.5M
Alpine Woods Capital Investors, LLC 0.50% Reduce -64.9% 16,425 $2.5M
Ostrum Asset Management 0.20% Add +3.7% 15,440 $2.5M
Fiduciary Family Office, LLC 0.96% Add +60.7% 15,334 $2.5M
Laird Norton Wetherby Wealth Management, LLC 0.12% Reduce -0.9% 15,303 $2.4M
SYSTM Wealth Solutions LLC 0.31% Add +5.4% 15,203 $2.4M
Wisconsin Capital Management LLC 1.27% No change 15,105 $2.4M
Fairbanks Capital Management, Inc. 1.65% Reduce -13.4% 15,004 $2.4M
Palisade Asset Management, LLC 0.23% No change 15,002 $2.4M
Burney Co./ 0.09% Reduce -1.5% 14,946 $2.4M
NEOS Investment Management LLC 0.15% Add +75.8% 14,927 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +5.0% 14,841 $2.4M
Exchange Traded Concepts, LLC 0.06% Reduce -25.5% 14,722 $2.4M
Mgo One Seven LLC 0.12% Reduce -24.8% 14,685 $2.3M
Kendall Capital Management 0.81% Add +3.4% 14,648 $2.3M
UMB Bank, n.a. 0.04% Reduce -4.4% 14,599 $2.3M
Harbor Investment Advisory, LLC 0.24% Reduce -0.6% 14,584 $2.3M
Turtle Creek Asset Management Inc. 0.06% Add +22.9% 14,500 $2.3M
UniSuper Management Pty Ltd 0.02% Add +186.5% 14,330 $2.3M
Buttonwood Financial Advisors Inc. 1.07% Reduce -2.8% 14,264 $2.3M
Portfolio Design Labs, LLC 0.77% New 14,262 $2.3M
DAVENPORT & Co LLC 0.01% Add +3.9% 13,999 $2.2M
Penobscot Investment Management Company, Inc. 0.24% Add +5.7% 13,982 $2.2M
Harrell Investment Partners, LLC 0.66% Reduce -9.2% 13,979 $2.2M
Wedbush Securities Inc. 0.08% Add +23.3% 13,974 $2.2M
Veracity Capital LLC 0.86% Reduce -3.8% 13,805 $2.2M
Signaturefd, LLC 0.05% Add +1.2% 13,718 $2.2M
Ashton Thomas Private Wealth, LLC 0.13% Add +5.5% 13,654 $2.2M
Van Leeuwen & Company, LLC 1.10% Add +3.1% 13,576 $2.2M
Integrated Wealth Concepts LLC 0.03% Add +0.5% 13,498 $2.2M
MTM Investment Management, LLC 0.89% Reduce -0.1% 13,445 $2.1M
Fayez Sarofim & Co 0.01% Reduce -4.1% 13,444 $2.1M
Palumbo Wealth Management LLC 0.96% Add +28.9% 13,388 $2.1M
Cullen Investment Group, LTD. 0.34% Add +1.8% 13,504 $2.1M
Public Sector Pension Investment Board 0.02% Add +7.2% 13,370 $2.1M
Mill Creek Capital Advisors, LLC 0.06% Add +0.7% 13,330 $2.1M
Summit Financial Group, Inc. 0.75% Reduce -0.4% 13,265 $2.1M
Baron Capital (BAMCO) 0.01% Reduce -1.4% 13,213 $2.1M
Caprock Group, LLC 0.12% Reduce -47.0% 13,160 $2.1M
Howland Capital Management LLC 0.10% Reduce -0.0% 13,158 $2.1M
Roundview Capital LLC 0.17% Add +1.2% 13,131 $2.1M
Newman Dignan & Sheerar, Inc. 0.56% Add +4.6% 13,099 $2.1M
Sequoia Financial Advisors, LLC 0.03% Reduce -23.1% 13,099 $2.1M
Yarbrough Capital, LLC 0.09% No change 12,960 $2.1M
Dakota Wealth Management 0.05% Add +492.3% 12,942 $2.1M
Annex Advisory Services, LLC 0.07% Reduce -3.4% 12,880 $2.1M
Scotia Capital Inc. 0.01% Add +63.1% 12,840 $2.1M
Comprehensive Financial Consultants Institutional, Inc. 0.85% Add +5.3% 12,835 $2.1M
Summit Trail Advisors, LLC 0.05% Add +29.9% 12,746 $2.0M
HighVista Strategies LLC 0.72% Reduce -15.4% 12,653 $2.0M
B. Riley Wealth Advisors, Inc. 0.05% Add +3.0% 17,855 $2.0M
Abundance Wealth Counselors 0.46% Add +2.0% 12,479 $2.0M
Main Street Financial Solutions, LLC 0.21% Reduce -2.3% 12,455 $2.0M
GLOBALT Investments LLC / GA 0.08% Add +9.4% 12,452 $2.0M
Hamilton Capital Partners Inc. 0.24% New 12,429 $2.0M
Alps Advisors Inc. 0.01% Add +56.9% 12,388 $2.0M
Balentine LLC 0.06% Reduce -1.9% 12,340 $2.0M
Vident Advisory, LLC 0.04% Reduce -90.4% 12,314 $2.0M
Alberta Investment Management Corp 0.02% No change 12,300 $2.0M
Analyst IMS Investment Management Services Ltd. 0.09% Add +12.3% 12,277 $2.0M
Jackson Hole Capital Partners, LLC 0.45% Add +8.7% 12,254 $2.0M
Private Capital Advisors, Inc. 0.24% No change 12,250 $2.0M
Citizens Financial Group Inc. 0.07% Add +1.6% 12,206 $2.0M
Coldstream Capital Management Inc. 0.05% Reduce -2.5% 12,132 $1.9M
Bokf, NA 0.04% Reduce -17.9% 12,204 $1.9M
Kovack Advisors, Inc. 0.23% Add +3.5% 12,067 $1.9M
Chilton Investment Co. Inc. 0.05% Reduce -3.9% 12,064 $1.9M
Greenleaf Trust 0.02% Reduce -0.3% 12,050 $1.9M
Wealthspire Advisors, LLC 0.03% Reduce -1.8% 12,049 $1.9M
EP Wealth Advisors, LLC 0.02% Add +7.5% 12,041 $1.9M
Benjamin F. Edwards & Company, Inc. 0.03% Reduce -2.1% 12,024 $1.9M
Barbara Oil Co. 0.81% No change 12,000 $1.9M
V-Square Quantitative Management LLC 0.27% Add +25.7% 11,982 $1.9M
Sawyer & Company, Inc 0.76% Add +2.3% 11,971 $1.9M
Harvey Capital Management Inc. 0.56% No change 11,970 $1.9M
Benchmark Investment Advisors LLC 1.50% Reduce -37.0% 11,901 $1.9M
GTS Securities LLC 0.05% Reduce -29.5% 11,857 $1.9M
Wahed Invest LLC 0.42% Add +14.1% 11,649 $1.9M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -27.9% 11,574 $1.8M
Midwest Professional Planners, LTD. 0.65% Reduce -23.0% 11,571 $1.8M
Covey Capital Advisors, LLC 2.23% New 11,565 $1.8M
Tiaa Trust, National Association 0.01% Reduce -15.7% 11,533 $1.8M
Concurrent Investment Advisors, LLC 0.07% Reduce -19.5% 11,512 $1.8M
Credential Qtrade Securities Inc. 0.10% Reduce -1.7% 11,409 $1.8M
Vestcor Inc 0.06% Reduce -14.5% 11,357 $1.8M
Centurion Wealth Management LLC 0.71% Reduce -16.1% 11,261 $1.8M
Maxwell Wealth Strategies Inc. 0.90% Add +637.3% 12,054 $1.8M
Delphi Management Inc. 1.37% Reduce -0.8% 11,083 $1.8M
AdvisorNet Financial, Inc 0.17% Reduce -0.9% 11,073 $1.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +105.6% 11,053 $1.8M
Lanark Financial, Inc. 0.16% Add +7.3% 10,917 $1.7M
Central Valley Advisors, LLC 0.90% Add +6.4% 10,901 $1.7M
Bray Capital Advisors 0.44% Reduce -1.3% 10,865 $1.7M
WealthShield Partners, LLC 0.28% Add +2.0% 10,863 $1.7M
Moloney Securities Asset Management, LLC 0.26% Reduce -2.1% 10,862 $1.7M
Duncker Streett & Co. Inc. 0.34% No change 10,834 $1.7M
Lido Advisors, LLC 0.02% Add +11.3% 10,811 $1.7M
Central Pacific Bank - Trust Division 0.23% — 10,884 $1.7M
Oliver Lagore Vanvalin Investment Group 0.51% Add +13.1% 10,594 $1.7M
Wolf Group Capital Advisors 0.80% No change 13,378 $1.7M
Jefferies Financial Group Inc. 0.04% Reduce -59.3% 10,527 $1.7M
Ifrah Financial Services, Inc. 0.47% Reduce -2.0% 10,480 $1.7M
Allianz SE 0.05% — 10,466 $1.7M
DoubleLine ETF Adviser LP 0.43% Add +3.9% 10,453 $1.7M
City Holding Co. 0.25% Add +4.2% 10,407 $1.7M
Jacobi Capital Management LLC 0.15% Add +0.1% 10,405 $1.7M
Embree Financial Group 0.32% Reduce -26.0% 10,270 $1.6M
Palouse Capital Management, Inc. 1.08% Reduce -5.8% 10,241 $1.6M
ICW Investment Advisors LLC 0.72% Add +3.7% 10,176 $1.6M
DORCHESTER WEALTH MANAGEMENT Co 0.29% Reduce -1.1% 10,037 $1.6M
Taikang Asset Management (Hong Kong) Co Ltd 0.34% New 10,000 $1.6M
SVB Wealth LLC 0.04% Add +1.6% 9,982 $1.6M
Pflug Koory, LLC 0.11% No change 9,965 $1.6M
Redwood Investment Management, LLC 0.15% Reduce -12.3% 9,963 $1.6M
Merit Financial Group, LLC 0.04% Add +34.2% 10,661 $1.6M
Johnson Investment Counsel Inc. 0.02% Reduce -3.4% 9,927 $1.6M
Global Retirement Partners, LLC 0.06% Add +7.5% 9,921 $1.6M
Harbour Investments, Inc. 0.06% Add +20.7% 9,874 $1.6M
Pitcairn Co. 0.10% Add +4.5% 9,831 $1.6M
Manchester Capital Management LLC 0.19% Add +0.8% 9,782 $1.6M
GAMMA Investing LLC 0.32% Add +15.5% 9,765 $1.6M
Montecito Bank & Trust 0.31% Reduce -6.2% 9,750 $1.6M
Smithfield Trust Co 0.08% Reduce -3.4% 9,723 $1.6M
Signature Wealth Management Group 0.69% Add +5.8% 10,249 $1.5M
Meeder Advisory Services, Inc. 0.15% Add +3.1% 9,509 $1.5M
Clearstead Advisors, LLC 0.08% Reduce -2.6% 9,915 $1.5M
Sabal Trust CO 0.09% Reduce -0.1% 9,495 $1.5M
Callahan Advisors, LLC 0.16% No change 9,485 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +3.3% 9,468 $1.5M
Avantax Advisory Services, Inc. 0.01% Reduce -8.3% 9,437 $1.5M
Lester Murray Antman dba SimplyRich 0.49% No change 9,418 $1.5M
Horizon Investments, LLC 0.04% Add +5.0% 9,388 $1.5M
First Interstate Bank 0.10% Reduce -1.4% 9,357 $1.5M
Lionsbridge Wealth Management LLC 1.16% Reduce -1.9% 9,343 $1.5M
SpiderRock Advisors, LLC 0.05% — 9,725 $1.5M
Profund Advisors LLC 0.06% Add +14.4% 9,235 $1.5M
Moody National Bank Trust Division 0.12% Add +0.4% 9,194 $1.5M
Darwin Wealth Management, LLC 0.41% Reduce -11.5% 9,127 $1.5M
Knollwood Investment Advisory, LLC 0.26% No change 9,050 $1.4M
Boston Partners 0.00% Reduce -7.5% 9,049 $1.4M
Qtron Investments LLC 0.20% Add +3.8% 9,031 $1.4M
Secure Asset Management, LLC 0.33% Reduce -1.0% 8,907 $1.4M
Financial Advocates Investment Management 0.08% Reduce -10.8% 8,885 $1.4M
Arcataur Capital Management LLC 0.51% Reduce -0.6% 8,884 $1.4M
WASHINGTON TRUST Co 0.05% Reduce -0.6% 8,843 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% No change 8,818 $1.4M
Key Financial Inc 0.36% No change 8,812 $1.4M
Lederer & Associates Investment Counsel 0.97% Reduce -1.3% 8,772 $1.4M
Evoke Wealth, LLC 0.04% New 8,745 $1.4M
Guardian Capital LP 0.05% Reduce -0.8% 8,735 $1.4M
Freestone Capital Holdings, LLC 0.05% No change 8,730 $1.4M
Florida Trust Wealth Management Co 0.05% Add +1.2% 8,711 $1.4M
PGIM Custom Harvest LLC 0.03% Add +0.1% 8,690 $1.4M
Lebenthal Global Advisors, LLC 0.31% Add +0.2% 8,673 $1.4M
Brown Brothers Harriman & Co. 0.01% Reduce -5.7% 8,595 $1.4M
Archford Capital Strategies, LLC 0.23% Reduce -0.9% 8,582 $1.4M
Dean Investment Associates, LLC 0.19% Reduce -9.4% 8,544 $1.4M
Dynamic Advisor Solutions LLC 0.05% Add +5.1% 8,518 $1.4M
Wayfinding Financial, LLC 0.79% Add +0.6% 8,826 $1.4M
CreativeOne Wealth, LLC 0.05% Add +38.8% 8,450 $1.4M
Granite Investment Partners, LLC 0.05% No change 8,440 $1.3M
Addison Advisors LLC 0.46% No change 8,397 $1.3M
Thoroughbred Financial Services, LLC 0.13% Reduce -40.1% 8,401 $1.3M
Independent Advisor Alliance 0.05% Add +3.5% 8,350 $1.3M
Regal Investment Advisors LLC 0.09% Add +1.2% 8,322 $1.3M
Beacon Bridge Wealth Partners, LLC 0.61% No change 8,139 $1.3M
Arax Advisory Partners 0.14% Reduce -2.5% 8,119 $1.3M
Moneta Group Investment Advisors LLC 0.02% Add +19.1% 8,099 $1.3M
Williams Jones Wealth Management, LLC. 0.02% No change 8,065 $1.3M
Anchor Capital Advisors LLC 0.03% Reduce -0.2% 8,045 $1.3M
Annis Gardner Whiting Capital Advisors, LLC 0.46% Reduce -3.4% 8,043 $1.3M
Mitchell Capital Management Co. 0.25% Reduce -6.1% 8,002 $1.3M
Kestra Private Wealth Services, LLC 0.03% Add +11.9% 7,930 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -7.1% 7,913 $1.3M
Koshinski Asset Management, Inc. 0.13% Reduce -23.3% 7,856 $1.3M
HighPoint Advisor Group LLC 0.09% Add +0.4% 8,093 $1.2M
Groupama Asset Managment 0.02% Reduce -57.4% 3,725 $1.2M
Intelligence Driven Advisers, LLC 0.18% Reduce -11.5% 7,665 $1.2M
Unique Wealth, LLC 0.35% Add +34.4% 7,656 $1.2M
First Nebraska Trust Co 0.13% No change 7,635 $1.2M
Empowered Funds, LLC 0.02% Add +18.6% 7,628 $1.2M
Stratos Wealth Partners, LTD. 0.02% Reduce -8.8% 7,611 $1.2M
Stevard, LLC 1.09% No change 7,600 $1.2M
Peoples Bank 0.68% Reduce -1.0% 7,590 $1.2M
True North Advisors, LLC 0.33% Add +0.1% 7,563 $1.2M
Composition Wealth, LLC 0.03% Add +3.6% 7,553 $1.2M
CHICAGO TRUST Co NA 0.25% Add +0.5% 7,540 $1.2M
Legend Financial Advisors, Inc. 0.87% No change 7,526 $1.2M
Radnor Capital Management, LLC 0.20% No change 7,524 $1.2M
Focus Financial Network, Inc. 0.06% — 8,165 $1.2M
Equitable Holdings, Inc. 0.01% Add +20.5% 7,504 $1.2M
Meritage Portfolio Management 0.08% No change 7,493 $1.2M
IFP Advisors, Inc 0.05% Add +7.6% 7,477 $1.2M
JGP Wealth Management, LLC 0.17% Add +117.5% 7,476 $1.2M
Abacus Planning Group, Inc. 0.23% No change 7,407 $1.2M
Trust Asset Management LLC 0.10% No change 7,400 $1.2M
Gould Capital, LLC 0.83% Reduce -10.7% 7,376 $1.2M
Spinnaker Trust 0.08% Reduce -2.6% 7,371 $1.2M
SMART Wealth LLC 0.53% Reduce -8.6% 7,291 $1.2M
Okabena Investment Services Inc. 0.39% Reduce -43.8% 7,235 $1.2M
Ballentine Partners, LLC 0.02% Add +8.6% 7,162 $1.1M
Legacy Trust 0.29% Add +0.2% 7,159 $1.1M
Aspire Private Capital, LLC 0.30% Reduce -5.8% 7,153 $1.1M
Unique Wealth Strategies, LLC 0.56% Add +13.5% 7,108 $1.1M
NBT Bank, N.A. 0.08% Reduce -1.3% 7,087 $1.1M
RDA Financial Network 0.39% Add +2.4% 7,066 $1.1M
Martingale Asset Management L P 0.02% New 7,038 $1.1M
Brown Capital Management LLC 0.02% No change 7,034 $1.1M
HBK Sorce Advisory LLC 0.04% Add +4.0% 7,032 $1.1M
RIA Advisory Group LLC 0.45% New 6,980 $1.1M
Aurora Investment Counsel 0.64% Reduce -15.3% 6,930 $1.1M
Boothbay Fund Management, LLC 0.03% Reduce -82.8% 6,871 $1.1M
Court Place Advisors, LLC 0.35% Reduce -13.7% 6,848 $1.1M
Argonautica Private Wealth Management, Inc. 0.39% Add +65.4% 6,828 $1.1M
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 6,812 $1.1M
VeraBank, N.A. 0.34% Reduce -1.4% 6,805 $1.1M
Bridges Investment Management Inc. 0.03% Reduce -44.0% 6,775 $1.1M
Ridgepath Capital Management LLC 1.21% New 6,748 $1.1M
Wesbanco Bank Inc. 0.04% New 6,708 $1.1M
CSS LLC 0.26% New 6,700 $1.1M
Nicolet Bankshares Inc. 0.22% Reduce -2.6% 6,590 $1.1M
Integral Investment Advisors, Inc. 0.43% Add +12.5% 6,515 $1.0M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.6% 6,492 $1.0M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -39.5% 6,460 $1.0M
Lake Street Advisors Group, LLC 0.05% Add +0.4% 6,447 $1.0M
Central Bank & Trust Co. 0.15% Reduce -0.7% 6,423 $1.0M
Synergy Asset Management, LLC 0.17% Reduce -21.6% 6,422 $1.0M
Tectonic Advisors LLC 0.08% Add +7.9% 6,421 $1.0M
CoreFirst Bank & Trust 0.64% No change 6,400 $1.0M
Institute for Wealth Management, LLC. 0.13% Reduce -0.1% 6,389 $1.0M
Cigna Investments Inc. 0.19% Reduce -0.9% 6,341 $1.0M
Certified Advisory Corp 0.14% No change 6,338 $1.0M
Semmax Financial Advisors Inc. 0.33% Add +11.1% 6,602 $1.0M
Landaas & Co. /Wi 0.33% Reduce -8.9% 6,313 $1.0M
Atlas Capital Advisors Inc. 0.16% No change 6,309 $1.0M
NorthRock Partners, LLC 0.04% Add +2.4% 6,304 $1.0M
Bowman & Co S.C. 0.61% Reduce -3.9% 6,299 $1.0M
USA Financial Formulas 0.16% Reduce -30.4% 6,288 $1.0M
Voya Financial Advisors, Inc. 0.11% Add +8.3% 6,296 $1.0M
Wintrust Investments LLC 0.09% Add +5.5% 6,268 $1.0M
Townsend Asset Management Corp. /NC/ 0.40% No change 6,245 $998K
Beacon Pointe Advisors, LLC 0.01% Reduce -52.7% 6,208 $992K
Eukles Asset Management 0.43% Add +0.1% 6,176 $987K
Schechter Investment Advisors, LLC 0.07% Reduce -5.1% 6,127 $979K
Rehmann Capital Advisory Group 0.07% Add +7.4% 6,124 $979K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.39% Add +7875.0% 6,380 $978K
Legacy Advisors, LLC 0.12% Reduce -4.1% 6,067 $970K
Quadrant Capital Group LLC 0.08% Reduce -1.5% 6,037 $965K
Boston Trust Walden Corp 0.01% No change 6,018 $962K
Stonebrook Private Inc. 0.28% Add +6.3% 6,011 $961K
Financial Insights, Inc. 0.28% Reduce -5.4% 6,001 $959K
Prentiss Smith & Co. Inc. 0.67% No change 5,985 $957K
Integrated Advisors Network LLC 0.05% Add +0.8% 5,977 $955K
Kingsview Wealth Management, LLC 0.02% Add +1.1% 5,866 $938K
Kowal Investment Group, LLC 0.20% Reduce -2.5% 5,850 $935K
AE Wealth Management LLC 0.01% Reduce -89.0% 5,838 $933K
Lindbrook Capital, LLC 0.09% Reduce -1.2% 5,836 $933K
United Community Bank 0.36% Add +10.1% 5,834 $932K
Smith, Moore & Co. 0.10% Add +5.4% 5,827 $931K
Verition Fund Management LLC 0.01% Reduce -25.7% 5,813 $929K
Boston Common Asset Management, LLC 0.02% No change 5,804 $928K
Oppenheimer & Co. Inc. 0.02% Add +3.8% 5,801 $927K
Shepherd Financial Partners LLC 0.12% Add +0.2% 5,622 $898K
Verdad Advisers, LP 0.98% New 5,612 $897K
First Citizens Bank & Trust Co. 0.02% New 5,600 $895K
Beacon Financial Group 0.10% Reduce -0.7% 5,583 $892K
Parsons Capital Management Inc. 0.06% Reduce -0.5% 5,575 $891K
Meridian Wealth Management, LLC 0.15% Reduce -0.2% 5,546 $886K
Wunderlich Capital Managemnt 0.40% Reduce -4.2% 5,502 $879K
Nicolet Advisory Services, LLC 0.09% Add +0.9% 5,608 $871K
Patriot Financial Group Insurance Agency, LLC 0.14% Add +8.0% 5,451 $871K
LVM Capital Management Ltd. 0.10% No change 5,425 $867K
Level Four Advisory Services, LLC 0.05% No change 6,509 $865K
Copperwynd Financial, LLC 0.31% Reduce -2.3% 5,402 $863K
Modera Wealth Management, LLC 0.01% Reduce -2.3% 5,400 $863K
GAMCO Investors 0.01% Reduce -6.9% 5,400 $863K
Catalyst Capital Advisors LLC 0.02% New 5,380 $860K
Syon Capital LLC 0.08% Add +2.1% 5,376 $859K
SlateStone Wealth, LLC 0.09% New 5,351 $855K
First American Trust, FSB 0.09% Add +1.5% 5,307 $848K
Delta Financial Group, Inc. 0.25% No change 5,293 $846K
Shelton Wealth Management, LLC 0.53% Add +22.6% 5,228 $836K
Cumberland Partners Ltd 0.06% New 5,200 $831K
Mutual Advisors, LLC 0.03% Add +1.7% 5,189 $829K
Evergreen Capital Management LLC 0.03% Add +0.9% 5,188 $829K
Whittier Trust Co. 0.01% Reduce -2.8% 5,174 $827K
Forum Financial Management, LP 0.01% Reduce -5.5% 5,155 $824K
Freedom Investment Management, Inc. 0.07% Add +10.1% 5,137 $821K
Cape Investment Advisory, Inc. 0.38% Reduce -30.8% 5,096 $814K
Forbes J M & Co. LLP 0.09% No change 5,096 $814K
CFO4Life Group, LLC 0.15% Reduce -6.5% 5,077 $811K
Intellectus Partners, LLC 0.21% Reduce -0.5% 4,952 $791K
GM Advisory Group, LLC 0.06% No change 4,944 $790K
Principle Wealth Partners LLC 0.06% Reduce -0.4% 4,943 $790K
Jump Financial, LLC 0.02% Reduce -37.6% 4,932 $788K
Sheets Smith Wealth Management 0.09% Add +77.0% 4,911 $785K
Chesapeake Wealth Management 0.28% Reduce -1.0% 4,890 $782K
Tributary Capital Management, LLC 0.06% Add +8.9% 4,875 $779K
TRUE Private Wealth Advisors 0.09% Add +2.5% 4,862 $777K
Crumly & Associates Inc. 0.20% Reduce -0.3% 4,829 $772K
Westbourne Investment Advisors, Inc. 0.28% Reduce -6.5% 4,815 $770K
Johnson Financial Group, Inc. 0.04% Reduce -28.3% 4,815 $770K
Paragon Capital Management Ltd 0.14% No change 4,800 $767K
Sandy Cove Advisors, LLC 0.35% New 4,796 $766K
Sigma Planning Corp 0.02% Add +135.8% 4,792 $766K
Nomura Holdings Inc. 0.01% Reduce -60.4% 4,792 $766K
Baader Bank Aktiengesellschaft 0.06% No change 4,790 $766K
Wedmont Private Capital 0.06% Add +1.8% 4,898 $761K
Calydon Capital 0.14% Add +15.5% 4,773 $760K
Strategic Wealth Partners, Ltd. 0.08% Reduce -16.5% 4,750 $759K
Ellis Investment Partners, LLC 0.16% Reduce -2.1% 4,739 $757K
Transcend Capital Advisors, LLC 0.06% Add +4.6% 4,721 $755K
Cascade Investment Group, Inc. 0.56% Add +0.7% 4,673 $747K
Capital Investment Advisors, LLC 0.02% Reduce -1.9% 4,663 $745K
1ST Source Bank 0.04% No change 4,655 $744K
Elevation Point Wealth Partners, LLC 0.06% Reduce -6.9% 4,653 $744K
Roberts Glore & Co. Inc. 0.22% No change 4,618 $738K
Ariel Investments 0.01% Add +7.0% 4,617 $738K
Optimum Investment Advisors 0.34% Add +15.4% 4,615 $738K
Mystic Asset Management, Inc. 0.30% Add +1.1% 4,555 $728K
Legacy Wealth Asset Management, LLC 0.20% Add +0.1% 4,554 $728K
Neumann Capital Management, LLC 0.26% Add +62.7% 4,540 $726K
Riverwater Partners LLC 0.53% Reduce -32.9% 4,509 $721K
Condor Capital Management 0.07% No change 4,504 $720K
SkyView Investment Advisors, LLC 0.13% New 4,491 $718K
Caldwell Trust Co 0.08% No change 4,483 $716K
Kintra Wealth, LLC 0.53% Reduce -7.0% 4,458 $712K
Parallel Advisors, LLC 0.02% Add +20.8% 4,457 $712K
Foundations Investment Advisors, LLC 0.02% Add +5.9% 4,441 $710K
Smartleaf Asset Management LLC 0.14% Add +33.8% 4,432 $706K
GPS Wealth Strategies Group, LLC 0.11% Add +8.9% 4,413 $705K
Opal Wealth Advisors, LLC 0.24% Add +0.6% 4,394 $702K
Compound Planning, Inc. 0.06% Add +15.1% 4,377 $700K
Herr Investment Group LLC 0.22% No change 4,376 $699K
US Asset Management LLC 0.63% Reduce -0.9% 4,371 $699K
St Germain D J Co. Inc. 0.03% No change 4,358 $696K
Knights of Columbus Asset Advisors LLC 0.05% Reduce -23.3% 4,349 $695K
Penbrook Management LLC 0.43% No change 4,330 $692K
Larson Financial Group LLC 0.05% Add +4.5% 4,312 $689K
9258 Wealth Management, LLC 0.11% Add +3.1% 4,284 $685K
First National Bank & Trust Co. of Newtown 0.14% No change 4,280 $684K
Entropy Technologies, LP 0.07% Add +66.0% 4,269 $682K
Ellevest, Inc. 0.04% Add +2.3% 4,244 $678K
ERn Financial, LLC 0.12% Reduce -0.6% 4,233 $677K
Boston Family Office LLC 0.05% No change 4,225 $675K
Hoylecohen, LLC 0.05% No change 4,215 $674K
Citizens National Bank Trust Department 0.16% Reduce -2.3% 4,200 $671K
Bank of Stockton 0.21% Reduce -23.0% 4,197 $671K
Stonebridge Capital Advisors LLC 0.06% Add +16.1% 4,187 $669K
Brooklyn Investment Group 0.29% Reduce -2.7% 4,207 $667K
First Heartland Consultants, Inc. 0.07% Add +1.9% 4,167 $666K
Clarius Group, LLC 0.05% Reduce -16.2% 4,140 $662K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +495.2% 4,131 $660K
Valeo Financial Advisors, LLC 0.02% Add +0.9% 4,319 $658K
Conning Inc. 0.02% Reduce -2.8% 4,101 $655K
KMG Fiduciary Partners, LLC 0.07% No change 4,080 $652K
Lafayette Investments, Inc. 0.15% No change 4,074 $651K
KFG Wealth Management, LLC 0.27% Reduce -2.7% 4,071 $651K
Outlook Wealth Advisors, LLC 0.20% Reduce -8.5% 4,066 $650K
Truvestments Capital LLC 0.25% Add +73.2% 4,064 $650K
Confluence Wealth Services, Inc. 0.06% Reduce -3.5% 4,049 $647K
Quotient Wealth Partners, LLC 0.02% Add +9.6% 4,049 $647K
Accent Capital Management, LLC 0.56% Add +5.2% 4,037 $645K
Northwest Bancshares, Inc. 0.10% Add +58.8% 4,036 $645K
Legacy Wealth Management, LLC / MS 0.29% No change 4,034 $645K
Lombard Odier Asset Management (USA) Corp 0.09% New 4,000 $639K
Vista Capital Partners, Inc. 0.08% No change 4,000 $639K
RBF Capital, LLC 0.04% No change 4,000 $639K
Wilmington Savings Fund Society, FSB 0.02% — 4,000 $639K
Wealth Alliance, LLC 0.08% Reduce -19.5% 3,985 $637K
Retirement Planning Co of New England, Inc. 0.35% Reduce -2.6% 3,970 $634K
Checchi Capital Advisers, LLC 0.05% Reduce -1.1% 3,961 $633K
Advisors Capital Management, LLC 0.01% Add +42.7% 3,952 $632K
Parkside Financial Bank & Trust 0.10% Add +7.8% 3,948 $631K
Vista Investment Management 0.26% Reduce -9.3% 3,933 $629K
GeoWealth Management, LLC 0.02% Add +107.8% 3,925 $627K
Madrona Financial Services, LLC 0.22% Add +1.4% 3,913 $625K
Strategic Investment Advisors / MI 0.08% Reduce -29.2% 3,901 $623K
Allred Capital Management, LLC 0.24% Add +61.6% 3,882 $620K
Allen Mooney & Barnes Investment Advisors LLC 0.12% No change 4,034 $620K
Copperleaf Capital, LLC 0.54% Add +3.3% 3,870 $619K
HF Advisory Group, LLC 0.34% Add +1.5% 3,850 $615K
Quadcap Wealth Management, LLC 0.14% Add +3.6% 3,823 $611K
Alpha Family Trust 0.37% No change 3,805 $608K
Sompo Asset Management Co., Ltd. 0.10% Reduce -48.9% 3,800 $607K
LMR Partners LLP 0.02% New 3,799 $607K
Fidelis Capital Partners, LLC 0.09% Add +15.1% 3,791 $606K
Citadel Investment Advisory, Inc. 0.34% No change 3,740 $598K
Advisor Resource Council 0.25% Reduce -68.6% 4,466 $593K
Cullinan Associates Inc. 0.03% Reduce -91.0% 3,700 $591K
Baker Avenue Asset Management, LP 0.02% Reduce -44.1% 3,697 $591K
Meiji Yasuda Life Insurance Co 0.01% Reduce -14.8% 3,696 $591K
Ironsides Asset Advisors, LLC 0.20% Add +11.6% 3,695 $591K
Boston Financial Mangement LLC 0.02% Add +11.0% 3,682 $588K
Stonehage Fleming Financial Services Holdings Ltd 0.04% Add +0.8% 5,181 $585K
Tiemann Investment Advisors, LLC 0.26% Add +4.6% 3,655 $584K
Flagship Harbor Advisors, LLC 0.04% Reduce -3.5% 3,602 $576K
Avestar Capital, LLC 0.07% Add +36.2% 3,592 $574K
Capital Asset Advisory Services LLC 0.03% Reduce -21.9% 3,624 $570K
Chicago Capital, LLC 0.02% Add +2.0% 3,566 $570K
Holderness Investments Co. 0.14% Add +1.9% 3,565 $570K
Heritage Wealth Advisors 0.03% No change 3,550 $567K
Sumitomo Life Insurance Co. 0.01% New 3,550 $567K
Financial Planning & Information Services, Inc. 0.09% No change 3,548 $567K
Fishman Jay A Ltd. 0.06% Reduce -12.3% 3,548 $567K
Grandfield & Dodd, LLC 0.04% No change 3,544 $566K
EverSource Wealth Advisors, LLC 0.04% Add +21.3% 3,690 $563K
Ritholtz Wealth Management 0.02% Add +9.7% 3,524 $563K
SageView Advisory Group, LLC 0.03% Add +618.1% 14,578 $563K
Focus Partners Advisor Solutions, LLC 0.02% Add +58.1% 3,520 $563K
Simon Quick Advisors, LLC 0.04% New 3,505 $560K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 3,480 $556K
Allworth Financial LP 0.00% Add +7.9% 3,452 $552K
MMBG Investment Advisors Co. 0.06% No change 3,450 $551K
Geller Advisors LLC 0.04% Add +2.4% 3,442 $550K
Waldron Private Wealth LLC 0.02% Add +0.9% 3,410 $545K
Epiq Partners, LLC 0.37% Reduce -5.0% 3,407 $545K
Symmetry Partners, LLC 0.04% No change 3,387 $541K
Cookson Peirce & Co. Inc. 0.03% Reduce -0.7% 3,358 $537K
Lincoln National Corp. 0.01% Add +48.4% 3,359 $537K
World Investment Advisors 0.08% Reduce -3.8% 3,340 $534K
Hilltop Holdings Inc. 0.06% Reduce -19.4% 3,272 $523K
Stock Yards Bank & Trust Co. 0.02% Add +12.6% 3,267 $522K
Thrive Wealth Management, LLC 0.11% Reduce -26.8% 3,263 $521K
Epic Trust Investment Advisors, LLC 0.64% Add +5.9% 3,251 $520K
Matisse Capital 0.25% No change 3,248 $519K
Santori & Peters, Inc. 0.22% Reduce -14.4% 3,248 $519K
World Equity Group, Inc. 0.11% No change 3,236 $517K
SkyOak Wealth, LLC 0.12% Reduce -23.5% 3,224 $515K
Moneco Advisors, LLC 0.08% Reduce -1.4% 3,223 $515K
Naples Global Advisors, LLC 0.05% No change 3,211 $513K
Marotta Asset Management 0.11% No change 3,200 $511K
Sentry Investment Management LLC 0.20% No change 3,197 $511K
Quantum Portfolio Management LLC 0.29% New 3,193 $510K
Nixon Peabody Trust Co. 0.05% New 3,185 $509K
Red Door Wealth Management, LLC 0.10% No change 3,179 $508K
TD Private Client Wealth LLC 0.02% Add +7.7% 3,177 $508K
Empower Advisory Group, LLC 0.00% Reduce -9.8% 3,162 $505K
Waterloo Capital, L.P. 0.06% Add +34.6% 3,136 $501K
Clearstead Trust, LLC 0.13% No change 3,125 $499K
Wright Investors Service Inc. 0.13% Reduce -2.8% 3,121 $499K
Optas, LLC 0.14% Add +1.4% 3,113 $498K
Pointe Capital Management LLC 0.30% Reduce -0.3% 3,102 $496K
Twin City Private Wealth, LLC 0.49% — 3,099 $495K
Financial Counselors Inc. 0.01% Add +4.7% 3,090 $494K
Gsa Capital Partners LLP 0.04% New 3,082 $493K
Riverbridge Partners LLC 0.01% No change 3,080 $492K
Legacy Capital Group California, Inc. 0.18% Reduce -2.0% 3,075 $491K
Capital International, Inc. 0.01% Add +30.4% 3,074 $491K
Wallace Advisory Group, LLC 0.37% Reduce -4.4% 3,698 $491K
Forte Capital LLC 0.06% No change 3,047 $487K
Waypoint Capital Advisors, LLC 0.13% Add +0.4% 3,012 $481K
Foster & Motley Inc. 0.03% Reduce -12.8% 3,010 $481K
Hennion & Walsh Asset Management, Inc. 0.03% Add +57.5% 3,002 $480K
Cordgrass Capital Advisors, LLC 0.15% Reduce -5.4% 2,979 $476K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Reduce -0.5% 2,975 $475K
Apeiron RIA LLC 0.14% Reduce -4.7% 2,967 $474K
Capital International Sarl 0.02% New 2,965 $474K
Long Run Wealth Advisors, LLC 0.12% No change 2,943 $470K
Zimmermann Investment Management & Planning LLC 0.17% Add +24.4% 2,941 $470K
Pegasus Partners Ltd. 0.05% No change 2,921 $467K
Park Place Capital Corp 0.17% Add +88.9% 2,920 $467K
iA Global Asset Management Inc. 0.01% Reduce -14.5% 2,918 $466K
Schmidt P J Investment Management Inc. 0.09% No change 2,888 $462K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -4.2% 2,885 $461K
Steph & Co. 0.16% Reduce -23.6% 2,883 $461K
Great Lakes Advisors, LLC 0.00% Reduce -3.2% 2,882 $461K
Wambolt & Associates, LLC 0.14% Reduce -4.8% 2,898 $460K
Fox Run Management, L.L.C. 0.10% New 2,870 $459K
Obermeyer Wealth Partners 0.03% Add +5.1% 2,868 $458K
CRA Financial Services, LLC 0.10% No change 2,843 $454K
Insigneo Advisory Services, LLC 0.05% New 2,843 $454K
Rwa Wealth Partners, LLC 0.01% Add +9.1% 2,836 $453K
Hengehold Capital Management LLC 0.05% Add +18.9% 2,829 $452K
BSW Wealth Partners 0.08% Add +2.8% 2,821 $451K
PDS Planning, Inc 0.05% Add +5.1% 2,816 $450K
Greatmark Investment Partners, Inc. 0.06% No change 2,785 $445K
Garden State Investment Advisory Services LLC 0.16% Add +3.6% 2,764 $441K
Colonial Trust Co / SC 0.08% Reduce -1.4% 2,741 $438K
PFG Investments, LLC 0.03% Add +17.8% 2,734 $437K
Y.D. More Investments Ltd 0.08% Reduce -0.6% 2,726 $436K
Mosaic Family Wealth Partners, LLC 0.07% New 2,715 $434K
Mesirow Financial Investment Management, Inc. 0.01% New 2,708 $433K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +2.3% 2,659 $425K
First National Bank of Mount Dora, Trust Investment Services 0.10% Reduce -17.8% 2,652 $424K
Sandler Capital Management 0.05% No change 2,650 $424K
Salem Investment Counselors Inc. 0.01% Reduce -2.4% 2,643 $422K
Kingswood Wealth Advisors, LLC 0.05% Reduce -1.8% 2,623 $419K
Private Trust Co. NA 0.05% Add +1.7% 2,610 $417K
Belpointe Asset Management LLC 0.03% Add +0.0% 2,608 $417K
Trust Point Inc. 0.03% Reduce -0.9% 2,603 $416K
Empirical Asset Management, LLC 0.20% New 2,587 $413K
Venture Visionary Partners LLC 0.02% Add +3.4% 2,563 $410K
17 Capital Partners, LLC 0.30% New 2,562 $409K
Brighton Jones LLC 0.01% Add +5.0% 2,558 $409K
Sivia Capital Partners, LLC 0.28% Reduce -0.5% 2,555 $408K
FDx Advisors, Inc. 0.06% Add +5.0% 2,554 $408K
Trueblood Wealth Management, LLC 0.23% Add +21.9% 2,547 $407K
Carnegie Investment Counsel 0.01% Reduce -2.6% 2,544 $407K
CVA Family Office, LLC 0.07% Add +0.1% 2,543 $406K
Kenora Financial, LLC 0.17% Reduce -20.6% 2,535 $405K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -0.0% 2,516 $402K
Edmond DE Rothschild Holding S.A. 0.01% No change 2,500 $400K
Resonant Capital Advisors, LLC 0.03% Add +5.7% 2,496 $399K
Ipswich Investment Management Co., Inc. 0.09% No change 2,495 $399K
WBH Advisory Inc. 0.04% Add +0.3% 2,493 $398K
Raleigh Capital Management Inc. 0.17% Reduce -7.0% 2,471 $395K
Norwood Financial Corp 0.57% Reduce -6.5% 2,455 $392K
One Wealth Advisors, LLC 0.07% Add +8.1% 2,445 $391K
Connecticut Wealth Management, LLC 0.02% Reduce -0.4% 2,445 $391K
Janney Capital Management LLC 0.03% No change 2,440 $390K
Catalyst Financial Partners LLC 0.10% Reduce -0.5% 2,639 $388K
Csenge Advisory Group 0.02% Reduce -4.3% 2,428 $388K
Sax Wealth Advisors, LLC 0.05% Add +5.4% 2,424 $387K
Maven Securities LTD 0.02% New 2,421 $387K
Adero Partners, LLC 0.03% Reduce -1.8% 2,420 $387K
Old National Bancorp 0.01% Reduce -45.1% 2,413 $386K
Peterson Wealth Services 0.14% Reduce -0.3% 2,412 $385K
Fort Washington Investment Advisors Inc. 0.00% Add +14.4% 2,401 $384K
Corundum Group, Inc. 0.18% No change 2,400 $384K
Meyer Handelman Co. 0.01% Reduce -8.7% 2,400 $384K
Leavell Investment Management, Inc. 0.02% Reduce -2.0% 2,395 $383K
Avitas Wealth Management LLC 0.06% Reduce -1.0% 2,389 $382K
Angeles Wealth Management, LLC 0.04% Add +22.4% 2,383 $381K
Mark Sheptoff Financial Planning, LLC 0.21% No change 2,376 $380K
Sage Mountain Advisors LLC 0.04% Add +11.4% 2,375 $380K
Everhart Financial Group, Inc. 0.11% Add +20.4% 2,370 $379K
Perigon Wealth Management, LLC 0.01% Add +24.7% 2,369 $379K
Childress Capital Advisors, LLC 0.11% Reduce -3.3% 2,354 $376K
Horan Securities, Inc. 0.18% Add +0.7% 2,332 $373K
Cornell Pochily Investment Advisors, Inc. 0.15% Reduce -13.0% 2,329 $372K
Premier Path Wealth Partners, LLC 0.07% Add +1.7% 2,327 $372K
Dogwood Wealth Management LLC 0.25% Add +3.6% 2,314 $370K
Fosun International Ltd 0.12% No change 2,313 $370K
CM Wealth Advisors LLC 0.11% No change 2,410 $369K
Arrow Financial Corp 0.04% Reduce -1.1% 2,300 $368K
Cascade Financial Partners, LLC 0.05% — 2,428 $367K
West Coast Financial LLC 0.04% No change 2,292 $366K
Sienna Gestion 0.03% — 2,290 $366K
Regent Peak Wealth Advisors LLC 0.09% Reduce -0.4% 2,284 $365K
Harvest Fund Management Co., Ltd 0.03% No change 2,286 $365K
Center for Financial Planning, Inc. 0.05% Add +2.2% 2,275 $364K
RMR Wealth Builders 0.04% New 2,274 $363K
Andina Capital Management, LLC 0.28% New 2,272 $363K
Enterprise Financial Services Corp 0.22% Reduce -18.4% 2,256 $361K
IHT Wealth Management, LLC 0.01% Add +5.2% 2,249 $359K
CI Investments Inc. 0.00% Add +30.1% 2,245 $359K
Cooper Financial Group 0.06% Add +3.1% 2,243 $358K
Headlands Technologies LLC 0.09% Add +254.0% 2,241 $358K
Proficio Capital Partners LLC 0.04% Add +8.5% 2,234 $357K
Fairhaven Wealth Management, LLC 0.12% Reduce -0.3% 2,224 $355K
Greenwich Investment Management, Inc. 0.28% No change 2,223 $355K
M3 Advisory Group, LLC 0.32% Add +15.3% 2,205 $352K
Relative Value Partners Group, LLC 0.02% No change 2,476 $351K
Legacy Financial Advisors, Inc. 0.06% Add +3.4% 2,198 $351K
Dechtman Wealth Management, LLC 0.08% No change 2,188 $350K
Cornerstone Wealth Group, LLC 0.03% New 2,182 $349K
CW Advisors, LLC 0.01% Reduce -22.3% 2,165 $346K
Commerzbank Aktiengesellschaft 0.01% New 2,148 $344K
Paradigm Asset Management Co. LLC 0.09% Reduce -25.9% 2,150 $344K
Oxford Financial Group, LTD. LLC 0.02% Reduce -60.0% 2,140 $342K
Grey Street Capital, LLC 0.05% New 2,132 $341K
Essex Financial Services, Inc. 0.03% Add +11.2% 2,132 $341K
CoreCap Advisors, LLC 0.02% Add +11.8% 2,128 $340K
Aveo Capital Partners, LLC 0.04% Reduce -2.5% 2,271 $339K
Keudell/Morrison Wealth Management 0.10% Add +0.1% 2,118 $338K
Strategic Blueprint, LLC 0.02% Add +10.4% 2,112 $337K
Cowa, LLC 0.20% Reduce -33.8% 2,109 $337K
Woodmont Investment Counsel LLC 0.03% New 2,104 $336K
Cassaday & Co Wealth Management LLC 0.01% New 2,101 $336K
Uncommon Cents Investing LLC 0.10% No change 2,100 $336K
Gen-Wealth Partners Inc 0.17% — 2,100 $336K
Excalibur Management Corp. 0.14% No change 2,094 $335K
Soltis Investment Advisors LLC 0.04% Reduce -9.9% 2,092 $334K
L2 Asset Management, LLC 0.11% Add +6.2% 2,089 $334K
Banque Cantonale Vaudoise 0.01% Reduce -72.1% 2,084 $333K
Claro Advisors Inc. 0.06% Add +4.6% 2,076 $332K
Cypress Capital Group 0.04% Add +2.6% 2,069 $331K
Physicians Financial Services, Inc. 0.12% No change 2,065 $330K
Fielder Capital Group LLC 0.15% Add +0.9% 2,062 $330K
Farther Finance Advisors, LLC 0.02% Add +67.5% 2,075 $329K
Canandaigua National Bank & Trust Co. 0.05% Reduce -4.9% 2,028 $324K
T. Rowe Price Investment Management, Inc. 0.00% Add +94.0% 2,021 $323K
Western Wealth Management, LLC 0.03% Add +1.1% 2,017 $322K
Concourse Financial Group Securities, Inc. 0.02% Add +35.1% 2,017 $322K
Kaizen Financial Strategies 0.22% Reduce -5.4% 2,016 $322K
Arden Trust Co 0.04% Reduce -1.9% 2,012 $322K
One Wealth Map LLC 0.21% New 2,156 $321K
Boston Mountain Money Management Inc. 0.22% — 2,006 $321K
Boit C F David 0.17% Add +16.2% 2,150 $320K
Biltmore Family Office, LLC 0.06% No change 2,000 $320K
Castleark Management LLC 0.01% No change 2,000 $320K
Baron Wealth Management LLC 0.17% Reduce -5.5% 1,998 $319K
Waverly Advisors, LLC 0.01% New 1,992 $318K
Aerodigm Wealth, LLC 0.13% New 1,990 $318K
Jacobsen Capital Management 0.15% Reduce -6.1% 1,984 $317K
West Family Investments, Inc. 0.10% No change 1,982 $317K
Sargent Investment Group, LLC 0.07% Add +1.3% 1,980 $316K
Edgestream Partners, L.P. 0.02% Reduce -54.9% 1,969 $315K
Summit Financial, LLC 0.02% Reduce -2.2% 1,968 $315K
American Money Management, LLC 0.07% No change 1,963 $314K
Old Port Advisors 0.10% Reduce -1.1% 1,950 $312K
J.W. Cole Advisors, Inc. 0.02% Add +21.7% 1,949 $311K
Spectrum Investment Advisors, Inc. 0.23% No change 1,943 $311K
Allstate Corp. 0.02% Reduce -5.1% 1,924 $307K
Sugarloaf Wealth Management, LLC 0.06% Add +7.7% 1,921 $307K
WoodTrust Financial Corp 0.05% Add +19.1% 1,908 $305K
Perkins Coie Trust Co 0.07% No change 1,901 $304K
Keystone Financial Services 0.13% Reduce -2.2% 1,899 $303K
CWA Asset Management Group, LLC 0.02% New 1,896 $303K
Goldstein Advisors, LLC 0.05% Reduce -0.1% 1,886 $301K
CKW Financial Group 0.04% No change 1,900 $301K
Polymer Capital Management (HK) LTD 0.08% New 1,874 $300K
Tobam 0.03% No change 1,864 $298K
Marcum Wealth, LLC 0.03% Reduce -0.2% 1,861 $297K
Palogic Value Management, L.P. 0.13% Add +0.9% 1,858 $297K
Berry Wealth Group, LP 0.24% Reduce -31.0% 1,830 $292K
River Street Advisors LLC 0.20% New 1,830 $292K
Lodestar Private Asset Management LLC 0.04% No change 1,830 $292K
Dearborn Partners LLC 0.01% Reduce -28.3% 1,824 $292K
Norris Perne & French LLP 0.02% No change 1,818 $291K
Edge Capital Group, LLC 0.01% No change 1,816 $290K
Highlander Partners, L.P. 0.20% New 1,900 $290K
First Manhattan Co. Llc. 0.00% Reduce -13.8% 1,810 $289K
Richard W. Paul & Associates, LLC 0.12% Reduce -28.7% 1,808 $289K
Gateway Investment Advisers LLC 0.00% Reduce -7.1% 1,808 $289K
Wealth Management Associates, Inc. 0.14% No change 1,938 $289K
Security Financial Services, INC. 0.06% Add +10.2% 1,798 $287K
Fisher Asset Management 0.00% Reduce -19.5% 1,796 $287K
Cullen/Frost Bankers, Inc. 0.00% New 1,779 $284K
Cutter & CO Brokerage, Inc. 0.07% No change 1,778 $284K
Security National Bank of Sioux City Iowa 0.20% Reduce -1.2% 1,770 $283K
Icon Wealth Advisors, LLC 0.03% Add +42.8% 1,769 $283K
Catalina Capital Group, LLC 0.12% New 1,766 $282K
LCNB Corp. 0.10% Reduce -8.8% 1,760 $281K
Western Pacific Wealth Management, LP 0.20% Reduce -14.8% 1,757 $281K
Independence Bank of Kentucky 0.08% Reduce -15.8% 1,756 $281K
Tranquilli Financial Advisor LLC 0.19% New 1,754 $280K
Aaron Wealth Advisors LLC 0.04% New 1,751 $280K
Power Wealth Management LLC 0.18% Reduce -29.7% 1,748 $279K
BOK Financial Private Wealth, Inc. 0.02% Reduce -5.9% 1,741 $278K
Monterey Private Wealth, Inc. 0.11% Add +0.4% 1,740 $278K
Schnieders Capital Management LLC 0.06% No change 1,722 $275K
LVZ, Inc. 0.04% No change 1,720 $275K
Jackson Creek Investment Advisors LLC 0.10% Reduce -1.3% 1,717 $274K
Ingalls & Snyder LLC 0.01% Reduce -33.1% 1,717 $274K
Harbour Trust & Investment Management Co 0.03% No change 1,714 $274K
IVC Wealth Advisors LLC 0.16% Add +0.6% 1,710 $273K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,704 $272K
Legacy Financial Group LLC 0.06% New 1,701 $272K
Union Savings Bank 0.14% No change 1,700 $272K
Portside Wealth Group, LLC 0.05% Add +0.2% 1,680 $268K
Trust Co. of Toledo NA 0.04% Reduce -28.5% 1,679 $268K
Boomfish Wealth Group, LLC 0.18% No change 1,678 $268K
Richwood Investment Advisors, LLC 0.24% No change 1,675 $268K
Rockland Trust Co. 0.01% No change 1,672 $267K
Alexander Labrunerie & Co., Inc. 0.15% — 1,668 $267K
Seeds Investor LLC 0.24% New 1,658 $265K
Latitude Advisors, LLC 0.16% Add +7.5% 1,641 $262K
Fairfield, Bush & Co. 0.16% Reduce -33.5% 1,640 $262K
Stonegate Investment Group, LLC 0.01% Add +3.8% 1,640 $262K
Phillips Wealth Planners LLC 0.30% Add +16.2% 1,787 $262K
ICA Group Wealth Management, LLC 0.05% Add +12.4% 1,636 $261K
Prevail Innovative Wealth Advisors, LLC 0.10% Add +2.0% 1,632 $261K
Old Second National Bank of Aurora 0.07% Reduce -2.3% 1,631 $261K
Hourglass Capital, LLC 0.08% New 1,618 $259K
Centaurus Financial, Inc. 0.02% Add +16.3% 1,617 $258K
25 LLC 0.13% No change 1,608 $257K
O'Dell Group, LLC 0.06% No change 1,608 $257K
WINTON GROUP Ltd 0.02% New 1,607 $257K
Cape Cod Five Cents Savings Bank 0.02% Reduce -26.6% 1,607 $257K
Rappaport Reiches Capital Management, LLC 0.08% New 1,605 $257K
Prospera Financial Services Inc 0.01% New 1,605 $257K
West Bancorporation Inc. 0.17% New 1,602 $256K
Vision Capital Management, Inc. 0.04% No change 1,602 $256K
Edge Financial Advisors LLC 0.23% — 1,600 $256K
Alta Advisers Ltd 0.13% No change 1,600 $256K
All Terrain Financial Advisors, LLC 0.11% No change 1,600 $256K
Washington Trust Advisors, Inc. 0.02% No change 1,590 $254K
Wealthcare Advisory Partners LLC 0.01% New 1,588 $254K
Meeder Asset Management Inc. 0.02% Reduce -63.7% 1,578 $252K
Verus Capital Partners, LLC 0.03% Add +2.4% 1,576 $252K
Gilliland Jeter Wealth Management LLC 0.09% Reduce -43.4% 1,571 $251K
DE Burlo Group Inc. 0.03% Reduce -24.2% 1,563 $250K
Girard Partners LTD. 0.02% New 1,562 $250K
Isthmus Partners, LLC 0.03% No change 1,558 $249K
Veltria Advisors Corp. 0.06% New 1,544 $247K
McAdam, LLC 0.02% New 1,541 $246K
Bellevue Asset Management, LLC 0.14% No change 1,540 $246K
CYBER HORNET ETFs LLC 0.29% Reduce -2.6% 1,545 $245K
First Bank & Trust 0.05% New 1,532 $245K
Concord Wealth Partners 0.04% Add +29.4% 1,532 $245K
Castleview Partners, LLC 0.14% Add +37.4% 1,529 $244K
Chicago Partners Investment Group LLC 0.01% Reduce -22.2% 1,570 $244K
Advanced Asset Management Advisors Inc 0.06% Reduce -9.2% 1,525 $244K
Archer Investment Corp 0.07% Add +1532.3% 1,518 $243K
Chemistry Wealth Management LLC 0.07% No change 1,511 $241K
Berkshire Asset Management LLC 0.01% New 1,500 $240K
Nwam LLC 0.02% New 1,508 $239K
KCM Investment Advisors LLC 0.01% Reduce -3.4% 1,495 $239K
Aspiriant, LLC 0.01% New 1,492 $238K
Versor Investments LP 0.05% Reduce -82.3% 1,488 $238K
Valmark Advisers, Inc. 0.00% New 1,483 $237K
Keyes, Stange & Wooten Wealth Management, LLC 0.21% New 1,474 $236K
International Assets Investment Management, LLC 0.02% New 1,483 $235K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% New 1,467 $234K
Bigelow Investment Advisors, LLC 0.11% New 1,447 $231K
Guardian Wealth Advisors, LLC / NC 0.03% New 1,444 $231K
Summit Global Investments 0.02% Reduce -74.2% 1,430 $229K
Realta Investment Advisors 0.05% New 1,421 $227K
First Foundation Advisors 0.01% Reduce -0.5% 1,418 $227K
Mather Group, Llc. 0.00% Reduce -2.7% 1,701 $226K
Vise Technologies, Inc. 0.04% New 1,402 $224K
Crewe Advisors LLC 0.03% New 1,399 $224K
Frazier Financial Advisors, LLC 0.18% Add +1.4% 1,398 $223K
Phoenix Financial Ltd. 0.00% New 1,400 $223K
Sheaff Brock Investment Advisors, LLC 0.02% New 1,383 $221K
Royal Fund Management, LLC 0.03% New 1,380 $221K
Compagnie Lombard Odier SCmA 0.00% Add +38.0% 1,380 $221K
Ergawealth Advisors, Inc. 0.12% New 1,378 $220K
First Trust Investment Solutions L.P. 0.04% Reduce -10.7% 1,376 $220K
DHJJ Financial Advisors, Ltd. 0.10% Reduce -0.4% 1,374 $220K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% New 1,369 $219K
FinTrust Capital Advisors, LLC 0.04% Reduce -2.4% 1,369 $218K
Chickasaw Capital Management LLC 0.01% New 1,364 $218K
Coppell Advisory Solutions Corp. 0.04% — 1,363 $218K
Virtue Capital Management, LLC 0.04% New 1,428 $218K
Sfmg, LLC 0.02% New 1,360 $217K
SeaCrest Wealth Management, LLC 0.03% Reduce -13.3% 1,358 $217K
Wetzel Investment Advisors, Inc. 0.13% Reduce -1.5% 1,473 $216K
Intrua Financial, LLC 0.03% New 1,351 $216K
JFS Wealth Advisors, LLC 0.02% Reduce -0.7% 1,351 $216K
Atlantic Union Bankshares Corp 0.02% New 1,350 $216K
City State Bank 0.09% Reduce -10.0% 1,345 $215K
Silver Oak Securities, Incorporated 0.03% Reduce -63.4% 1,343 $215K
Cidel Asset Management Inc. 0.02% New 1,342 $214K
Seed Wealth Management, Inc. 0.20% New 1,350 $214K
1858 Wealth Management, LLC 0.20% No change 1,606 $213K
Fiduciary Group, LLC 0.02% New 1,328 $212K
Osterweis Capital Management Inc. 0.01% Reduce -7.4% 1,318 $211K
Gryphon Financial Partners LLC 0.04% New 1,314 $210K
Wimmer Associates 1, LLC 0.11% New 1,310 $209K
Courier Capital LLC 0.02% New 1,308 $209K
&partners 0.03% Reduce -49.3% 1,306 $209K
Fiera Capital Corp 0.00% Reduce -86.3% 1,304 $208K
Jaffetilchin Investment Partners, LLC 0.02% New 1,302 $208K
NewEdge Wealth, LLC 0.00% New 1,393 $208K
Trillium Asset Management, LLC 0.01% New 1,291 $206K
Fortem Financial Group, LLC 0.09% New 1,288 $206K
Cobblestone Capital Advisors LLC 0.01% New 1,284 $205K
Fifth Third Wealth Advisors LLC 0.03% New 1,280 $205K
WMS Partners, LLC 0.01% New 1,279 $204K
Sandy Spring Bank 0.01% Reduce -3.2% 1,269 $203K
Financial Partners Group, LLC 0.08% New 1,264 $202K
Financial Management Professionals, Inc. 0.03% Reduce -11.6% 1,261 $202K
Hancock Whitney Corp. 0.01% New 1,259 $201K
Wellspring Financial Advisors, LLC 0.03% New 1,257 $201K
Haverford Trust Co 0.00% New 1,256 $201K
AlTi Global, Inc. 0.01% New 1,254 $200K
Armistice Capital, LLC 0.01% New 1,253 $200K
Pinnacle Bancorp, Inc. 0.06% Reduce -30.0% 1,226 $196K
Ofi Invest Asset Management 0.01% New 1,319 $195K
Quent Capital, LLC 0.02% Add +6.0% 1,211 $194K
Wellington Shields Capital Management, LLC 0.04% New 1,200 $192K
Security National Bank 0.03% No change 1,200 $192K
Hazlett, Burt & Watson, Inc. 0.11% Reduce -14.5% 1,178 $189K
JNBA Financial Advisors 0.02% No change 1,114 $178K
Natixis Investment Managers International 0.01% Reduce -14.2% 1,006 $161K
Atwood & Palmer Inc. 0.01% No change 1,000 $160K
Riverview Trust Co 0.12% New 980 $157K
Blue Trust, Inc. 0.00% Reduce -40.7% 966 $154K
Global Assets Advisory, LLC 0.09% New 973 $154K
Transamerica Financial Advisors, LLC 0.02% Reduce -76.8% 948 $152K
Evergreen Private Wealth LLC 0.08% Reduce -22.7% 950 $152K
Zions Bancorporation, N.A. 0.01% Add +90.4% 935 $149K
Continuum Advisory, LLC 0.02% Reduce -78.0% 956 $148K
Cutler Group LLC / CA 0.07% Reduce -89.5% 919 $146K
Trust Co. of Vermont 0.01% Reduce -0.4% 896 $143K
Tanglewood Legacy Advisors, LLC 0.07% No change 872 $139K
Covestor Ltd 0.09% Add +23.0% 862 $138K
Evermay Wealth Management LLC 0.02% Reduce -2.6% 859 $137K
BKM Wealth Management, LLC 0.06% Add +150.4% 839 $134K
Tompkins Financial Corp. 0.01% Add +4.5% 817 $131K
Leonteq Securities AG 0.02% Reduce -57.6% 806 $129K
Roble, Belko & Company, Inc 0.02% No change 800 $128K
Accordant Advisory Group Inc 0.10% — 797 $127K
Arcadia Investment Management Corp. 0.02% No change 781 $125K
Rothschild Investment LLC 0.01% Add +7.8% 778 $124K
WR Wealth Planners, LLC 0.04% New 715 $114K
WFA Asset Management Corp 0.06% No change 712 $114K
Bank of New Hampshire 0.03% No change 710 $113K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.08% No change 700 $112K
Gradient Investments LLC 0.00% Reduce -74.5% 673 $108K
State of Wyoming 0.02% Reduce -59.9% 663 $106K
Eagle Bay Advisors LLC 0.07% Add +13.7% 656 $105K
Global Trust Asset Management, LLC 0.04% No change 606 $97K
First PREMIER Bank 0.03% No change 600 $96K
Princeton Global Asset Management LLC 0.02% Reduce -50.0% 600 $96K
MV Capital Management, Inc. 0.01% Reduce -0.2% 591 $94K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +32.6% 570 $91K
AllSquare Wealth Management LLC 0.05% No change 555 $89K
Private Ocean, LLC 0.01% No change 543 $87K
Hexagon Capital Partners LLC 0.02% Add +59.5% 536 $86K
Mendota Financial Group, LLC 0.05% Reduce -22.1% 516 $82K
GHP Investment Advisors, Inc. 0.00% Reduce -13.2% 507 $81K
RFP Financial Group LLC 0.03% Add +19.4% 504 $81K
Pension & Wealth Management Advisors, Inc. 0.05% No change 454 $73K
Investors Research Corp 0.02% No change 454 $73K
Piscataqua Savings Bank 0.06% Reduce -10.8% 447 $71K
Laurel Wealth Advisors LLC 0.01% No change 440 $70K
Bay Harbor Wealth Management, LLC 0.02% Reduce -25.0% 428 $68K
Hoese & Co LLP 0.06% Reduce -11.8% 448 $67K
Bruce G. Allen Investments, LLC 0.05% Reduce -2.1% 417 $67K
Operose Advisors LLC 0.02% Reduce -17.8% 406 $65K
EnRich Financial Partners LLC 0.02% New 402 $64K
Cambridge Trust Co. 0.00% No change 402 $64K
Broadwater Capital Management LLC 0.05% No change 400 $64K
Fred Alger Management, LLC 0.00% No change 397 $63K
Goodman Advisory Group, LLC 0.02% No change 395 $63K
Loomis Sayles & Co. L P 0.00% Add +24.4% 392 $63K
Ancora Advisors LLC 0.00% No change 392 $63K
Deseret Mutual Benefit Administrators 0.03% No change 387 $62K
MilWealth Group LLC 0.02% No change 385 $62K
Bfsg, LLC 0.01% Add +9.0% 375 $60K
Westside Investment Management, Inc. 0.01% No change 351 $56K
Salomon & Ludwin, LLC 0.00% No change 349 $56K
Capital Advisors, Ltd. LLC 0.01% Add +3.0% 343 $55K
West Paces Advisors Inc. 0.01% Reduce -4.6% 334 $53K
Davis Capital Management 0.05% No change 330 $52K
Rise Advisors, LLC 0.03% New 315 $50K
IAG Wealth Partners, LLC 0.01% No change 305 $49K
LRI Investments, LLC 0.01% — 301 $48K
Plante Moran Financial Advisors, LLC 0.01% Add +1900.0% 300 $48K
Bell Investment Advisors, Inc 0.01% No change 294 $47K
New Covenant Trust Company, N.A. 0.05% — 291 $47K
Valley Wealth Managers, Inc. 0.00% Reduce -55.1% 285 $46K
Versant Capital Management, Inc 0.01% No change 283 $45K
McIlrath & Eck, LLC 0.01% No change 272 $43K
Monetary Management Group Inc. 0.01% No change 250 $40K
Caitlin John, LLC 0.03% No change 243 $39K
NewSquare Capital LLC 0.00% No change 240 $38K
Canton Hathaway, LLC 0.01% No change 240 $38K
Glass Jacobson Investment Advisors llc 0.01% No change 236 $38K
Hollencrest Capital Management 0.00% No change 232 $37K
Redmont Wealth Advisors LLC 0.05% New 231 $37K
Private Wealth Management Group, LLC 0.02% Reduce -1.3% 223 $36K
Clear Point Advisors Inc. 0.03% Add +19.6% 220 $35K
Fortitude Family Office, LLC 0.02% No change 208 $33K
RE Dickinson Investment Advisors, LLC 0.02% No change 204 $33K
GW&K Investment Management, LLC 0.00% Add +1.0% 207 $33K
West Oak Capital, LLC 0.01% No change 200 $32K
Elevation Wealth Partners, LLC 0.02% New 200 $32K
Halpern Financial, Inc. 0.01% No change 202 $32K
Prestige Wealth Management Group LLC 0.01% Reduce -90.7% 193 $31K
Sittner & Nelson, LLC 0.02% No change 192 $31K
Wiser Advisor Group LLC 0.05% No change 190 $30K
Colonial Trust Advisors 0.00% Reduce -24.8% 179 $29K
Institutional & Family Asset Management, LLC 0.00% Add +3.5% 176 $28K
Wellington Shields & Co., LLC 0.01% New 157 $25K
Beacon Capital Management, LLC 0.01% Add +22.8% 156 $25K
Boyd Watterson Asset Management LLC 0.01% No change 149 $24K
MCF Advisors LLC 0.00% Reduce -12.7% 144 $23K
Hoey Investments, Inc. 0.00% Reduce -11.0% 137 $22K
CNB Bank 0.01% Add +144.6% 137 $22K
Lummis Asset Management, LP 0.03% No change 134 $21K
Cedar Mountain Advisors, LLC 0.01% No change 134 $21K
Grove Bank & Trust 0.00% Reduce -27.2% 134 $21K
NFSG Corp 0.01% New 133 $21K
Tsfg, LLC 0.01% Add +133.3% 126 $20K
Benjamin Edwards Inc. 0.00% New 126 $20K
Abound Wealth Management 0.01% Add +3.4% 123 $20K
West Branch Capital LLC 0.01% No change 120 $19K
Chilton Capital Management LLC 0.00% New 119 $19K
Main Street Group, LTD 0.01% No change 118 $19K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +1.8% 112 $18K
ORG Partners LLC 0.03% Reduce -96.0% 106 $17K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 103 $16K
Silicon Valley Capital Partners 0.00% No change 100 $16K
Godsey & Gibb, Inc. 0.00% No change 100 $16K
BNP Paribas 0.00% — 100 $16K
Pineridge Advisors LLC 0.01% No change 98 $16K
Aspect Partners, LLC 0.01% No change 93 $15K
PFS Partners, LLC 0.01% No change 90 $14K
Delta Asset Management LLC 0.00% No change 90 $14K
Hanson & Doremus Investment Management 0.00% New 80 $13K
Breakwater Investment Management 0.01% — 80 $13K
Tortoise Investment Management, LLC 0.00% Add +66.7% 80 $13K
Creative Financial Designs Inc. 0.00% New 75 $12K
Retirement Group, LLC 0.00% Add +128.1% 73 $12K
Arlington Trust Co LLC 0.00% Reduce -41.6% 73 $12K
Sachetta, LLC 0.01% No change 82 $11K
HighMark Wealth Management LLC 0.01% Reduce -6.8% 68 $11K
REAP Financial Group, LLC 0.00% Add +7.9% 68 $11K
Red Tortoise LLC 0.01% No change 67 $11K
Centennial Bank 0.01% No change 64 $10K
Richardson Financial Services Inc. 0.01% Reduce -8.7% 63 $10K
Raffa Wealth Management, LLC 0.00% No change 63 $10K
Asset Dedication, LLC 0.00% No change 87 $10K
Janiczek Wealth Management, LLC 0.00% No change 61 $10K
Northwest Investment Counselors, LLC 0.00% New 57 $9K
Avion Wealth 0.00% Add +11.6% 48 $9K
Carolinas Wealth Consulting LLC 0.00% Add +430.0% 53 $8K
Activest Wealth Management 0.00% No change 51 $8K
Dunhill Financial, LLC 0.01% Add +18.6% 51 $8K
Your Advocates Ltd., LLP 0.00% No change 50 $8K
Spotlight Asset Group, Inc. 0.01% New 44 $7K
Bogart Wealth, LLC 0.00% No change 42 $7K
Stone House Investment Management, LLC 0.00% No change 40 $6K
J.Safra Asset Management Corp 0.00% New 38 $6K
Valley National Advisers Inc. 0.00% Add +178.6% 39 $6K
SJS Investment Consulting Inc. 0.00% No change 35 $6K
Valued Wealth Advisors LLC 0.00% No change 34 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 32 $5K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -39.2% 31 $5K
Macroview Investment Management LLC 0.01% No change 30 $5K
Quarry LP 0.00% Reduce -89.0% 30 $5K
Sunbelt Securities, Inc. 0.00% Reduce -44.2% 29 $5K
Trifecta Capital Advisors, LLC 0.00% No change 28 $4K
TD Capital Management LLC 0.00% New 26 $4K
Wolff Wiese Magana LLC 0.00% No change 25 $4K
Westend Capital Management, LLC 0.00% — 25 $4K
TFC Financial Management, Inc. 0.00% Add +13.6% 25 $4K
Planning Capital Management Corp 0.00% No change 24 $4K
FSA Wealth Management LLC 0.00% No change 23 $4K
Frank, Rimerman Advisors LLC 0.00% No change 16 $3K
Riggs Asset Managment Co. Inc. 0.00% New 15 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% New 14 $2K
POM Investment Strategies, LLC 0.00% No change 13 $2K
Financial Synergies Wealth Advisors, Inc. 0.00% New 10 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 10 $2K
Global Financial Private Client, LLC 0.00% No change 10 $2K
Cornerstone Planning Group LLC 0.00% New 9 $1K
AlphaQuest LLC 0.00% Reduce -99.9% 8 $1K
Nvwm, LLC 0.00% New 7 $1K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 7 $1K
Rosenberg Matthew Hamilton 0.00% No change 6 $951
TFO Wealth Partners, LLC 0.00% Reduce -70.0% 3 $479
Highline Wealth Partners LLC 0.00% No change 2 $320
WestEnd Advisors, LLC 0.00% New 2 $320
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -100.0% 1 $160

"% of holder's portfolio" is FISV's weight in each manager's 13F, not the share of Fiserv Inc. the manager owns.