FiservFISV

13F holders, Q2 2024 (June 30)
1,669holders +25
117new positions
92sold out
15famous investors
$149.11avg. 13F price*

At the end of Q2 2024, 1,669 institutions reported holding Fiserv Inc. (FISV) in their 13F filings, up 25 from Q1 2024. 117 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($7.5B), BlackRock Inc. ($5.8B) and T. Rowe Price Associates Inc. ($5.6B). 15 famous investors held it, including Mason Morfit (4.6% of ValueAct Capital's portfolio), Bill Nygren (3.7% of Harris Associates (Oakmark Funds)'s portfolio) and Francois Rochon (3.1% of Giverny Capital'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 → Q2 2024

InstitutionsTotal Value
New Positions117$295.9M
Exits92$245.3M

All 13F filers, Q1 2024 → Q2 2024: 15,325,133 shares bought and 29,423,713 shares sold, net −14,098,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,669 holders

Vanguard Group Inc. 0.14% Reduce -0.3% 50,030,796 $7.5B
BlackRock Inc. 0.13% Reduce -1.8% 39,223,979 $5.8B
T. Rowe Price Associates Inc. 0.67% Reduce -15.5% 37,794,334 $5.6B
Dodge & Cox 3.09% Reduce -0.7% 34,371,378 $5.1B
State Street Corp. 0.16% Reduce -2.1% 24,164,454 $3.6B
Capital World Investors 0.48% Add +5.7% 19,919,220 $3.0B
Harris Associates (Oakmark Funds) 3.73% Add +3.3% 14,791,323 $2.2B
Geode Capital Management, LLC 0.15% Reduce -0.4% 11,678,473 $1.7B
JPMorgan Chase & Co. 0.13% Reduce -2.7% 10,167,287 $1.5B
Morgan Stanley 0.11% Add +1.2% 9,295,229 $1.4B
FMR LLC 0.08% Reduce -19.5% 8,014,812 $1.2B
Norges Bank 0.17% Add +9.8% 7,481,926 $1.1B
Massachusetts Financial Services Co. 0.33% Add +0.9% 7,173,941 $1.1B
Invesco Ltd. 0.22% Add +13.1% 6,849,544 $1.0B
Nuveen Asset Management, LLC 0.29% Add +2.2% 6,741,224 $1.0B
Veritas Asset Management LLP 6.59% Reduce -15.1% 5,846,562 $871.4M
Parnassus Investments, LLC 1.88% Reduce -11.3% 5,800,076 $864.4M
Goldman Sachs Group Inc. 0.16% Add +39.8% 5,619,850 $837.6M
Northern Trust Corp. 0.14% Reduce -2.3% 5,480,477 $816.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +24.1% 4,319,392 $643.8M
Longview Partners (Guernsey) LTD 4.51% Reduce -12.0% 4,080,665 $608.2M
Bessemer Group Inc. 1.01% Add +18.0% 3,836,286 $571.8M
BlueSpruce Investments, LP 10.40% Reduce -3.0% 3,799,222 $566.2M
Bank of New York Mellon Corp 0.11% Reduce -3.6% 3,743,606 $557.9M
Ameriprise Financial Inc. 0.15% Reduce -1.3% 3,641,243 $542.7M
Legal & General Group Plc 0.15% Reduce -2.1% 3,581,288 $533.8M
Charles Schwab Investment Management Inc. 0.10% Add +0.8% 3,521,655 $524.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 4.20% Reduce -0.2% 2,904,465 $456.4M
Pittenger & Anderson Inc. 18.34% Reduce -0.6% 2,994,154 $446.2M
Dimensional Fund Advisors LP 0.12% Add +8.2% 2,960,012 $441.2M
Amundi 0.16% Reduce -19.3% 2,799,319 $416.5M
Egerton Capital (UK) LLP 4.12% Reduce -19.3% 2,736,740 $407.9M
Franklin Resources Inc. 0.12% Reduce -1.3% 2,688,206 $400.7M
Neuberger Berman Group LLC 0.33% Add +0.3% 2,670,621 $398.0M
Alliancebernstein L.P. 0.14% Reduce -4.8% 2,663,983 $397.0M
California Public Employees Retirement System 0.27% Reduce -16.5% 2,435,872 $363.0M
Pictet Asset Management Holding SA 0.39% Reduce -7.0% 2,298,274 $342.5M
CIBC Private Wealth Group LLC 0.61% Reduce -1.2% 2,164,247 $326.8M
Blair William & Co. 1.00% Add +2.5% 2,171,391 $323.6M
Raymond James & Associates 0.21% Add +1.0% 2,157,827 $321.6M
Nordea Investment Management AB 0.37% Add +4.5% 2,132,381 $317.1M
Navera Investment Management Ltd. 5.88% Add +3.5% 2,102,993 $313.3M
Bank of America Corp. 0.03% Reduce -3.0% 2,066,128 $307.9M
C WorldWide Group Holding A/S 3.14% Reduce -1.1% 1,946,249 $290.1M
Mairs & Power Inc. 2.72% Reduce -0.9% 1,892,102 $282.0M
Envestnet Asset Management Inc. 0.10% Add +1.5% 1,852,742 $276.1M
Swiss National Bank 0.18% Reduce -2.7% 1,748,086 $260.5M
Royal Bank of Canada 0.06% Add +18.6% 1,676,297 $249.8M
JARISLOWSKY, FRASER Ltd 1.51% Reduce -4.6% 1,667,270 $248.5M
Barclays PLC 0.11% Reduce -20.2% 1,636,744 $243.9M
Deutsche Bank AG 0.11% Add +13.1% 1,602,914 $238.9M
UBS Group AG 0.07% Add +5.5% 1,597,307 $238.1M
HSBC Holdings PLC 0.14% Add +0.8% 1,510,425 $224.8M
Arrowstreet Capital, Limited Partnership 0.19% Reduce -4.4% 1,415,226 $210.9M
Scharf Investments, LLC 5.94% Reduce -1.6% 1,397,202 $208.2M
Robeco Institutional Asset Management B.V. 0.43% Reduce -0.9% 1,331,688 $198.5M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -9.1% 1,313,560 $195.8M
Wells Fargo & Company 0.05% Reduce -5.4% 1,309,829 $195.2M
Focused Investors LLC 6.11% Add +11.1% 1,262,500 $188.2M
Clearbridge Investments, LLC 0.15% Reduce -0.2% 1,229,608 $183.3M
Brandes Investment Partners, LP 2.23% Add +10.3% 1,213,309 $180.8M
Lazard Asset Management LLC 0.24% Reduce -18.7% 1,191,490 $177.6M
Rhumbline Advisers 0.16% Reduce -2.4% 1,138,674 $169.7M
Kensico Capital Management Corp. 5.31% Reduce -3.0% 1,137,400 $169.5M
ValueAct Capital 4.63% Reduce -69.8% 1,103,759 $164.5M
Provident Trust Co. 3.01% Add +1.8% 1,086,312 $161.9M
DSM Capital Partners LLC 2.30% Reduce -17.8% 1,066,828 $159.0M
New York State Common Retirement Fund 0.21% Reduce -2.0% 1,062,484 $158.4M
Brown Advisory Inc. 0.20% Add +31.9% 1,028,191 $153.2M
National Pension Service 0.17% Add +0.7% 1,018,660 $151.8M
Macquarie Group Ltd. 0.17% Reduce -2.2% 1,001,157 $149.2M
California State Teachers Retirement System 0.18% Reduce -0.2% 984,135 $146.7M
Danica Pension, Livsforsikringsaktieselskab 2.98% Add +1.8% 976,117 $145.5M
Principal Financial Group Inc. 0.08% Add +11.1% 924,770 $137.8M
Baird Financial Group, Inc. 0.28% Add +5.0% 919,080 $137.0M
Bank Julius Baer & Co. Ltd, Zurich 0.52% Reduce -5.4% 851,219 $136.8M
Welch & Forbes LLC 1.82% Reduce -0.5% 904,892 $136.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +11.3% 788,237 $117.5M
Homestead Advisers Corp 2.79% Reduce -1.8% 759,400 $113.2M
Citigroup Inc. 0.11% Reduce -24.5% 746,342 $111.2M
Raymond James Financial Services Advisors, Inc. 0.15% Add +4.5% 720,766 $107.4M
Bridgewater Associates 0.55% Reduce -5.0% 704,977 $105.1M
Manning & Napier Advisors LLC 1.19% — 704,715 $105.0M
Rivulet Capital, LLC 7.07% Reduce -29.0% 685,000 $102.1M
Madison Asset Management, LLC 1.24% Reduce -2.3% 674,925 $100.6M
TCW Group Inc. 0.89% Add +23.2% 671,546 $100.1M
Bank of Montreal 0.03% Reduce -2.7% 670,470 $99.9M
Crestwood Advisors Group, LLC 2.04% Add +2.1% 661,680 $98.6M
Artisan Partners Limited Partnership 0.15% Add +0.5% 661,316 $98.6M
BNP Paribas Financial Markets 0.11% Add +27.8% 646,938 $96.4M
Artemis Investment Management LLP 1.29% Add +24.7% 641,675 $95.6M
Sei Investments Co. 0.13% Reduce -3.7% 633,357 $94.4M
Summitry LLC 4.86% Add +15.0% 629,445 $93.8M
NZS Capital, LLC 3.85% Add +3.9% 629,101 $93.8M
Birch Hill Investment Advisors LLC 4.46% Reduce -1.6% 619,509 $92.3M
AXA S.A. 0.27% Reduce -2.4% 611,923 $91.2M
New South Capital Management Inc. 4.06% Reduce -1.5% 609,590 $90.9M
Vulcan Value Partners, LLC 1.35% Reduce -7.3% 600,318 $89.4M
Commerce Bank 0.58% Add +3.3% 596,620 $88.9M
Korea Investment CORP 0.22% Reduce -2.6% 590,401 $88.0M
State Board of Administration of Florida Retirement System 0.17% Reduce -7.9% 589,184 $87.8M
CANADA LIFE ASSURANCE Co 0.16% Add +10.5% 582,837 $86.9M
New York State Teachers Retirement System 0.18% Reduce -6.3% 580,659 $86.5M
Manufacturers Life Insurance Company, The 0.08% Reduce -12.2% 569,707 $84.9M
Cornerstone Investment Partners, LLC 4.13% Reduce -1.3% 560,912 $83.6M
Storebrand Asset Management As 0.26% Add +6.2% 530,915 $79.1M
Marathon Asset Management Ltd 2.47% Reduce -5.6% 529,966 $79.0M
AQR Capital Management 0.12% Reduce -32.7% 514,047 $76.3M
STRS Ohio 0.30% Reduce -10.9% 509,606 $76.0M
Huntington National Bank 0.78% Reduce -0.0% 508,085 $75.7M
Beck Mack & Oliver LLC 1.56% Reduce -0.1% 504,044 $75.1M
Allspring Global Investments Holdings, LLC 0.12% Reduce -46.9% 503,987 $75.1M
Mariner, LLC 0.15% Add +0.6% 502,020 $74.8M
American Century Companies Inc. 0.05% Add +1642.5% 500,239 $74.6M
Nicholas Company, Inc. 1.22% No change 493,795 $73.6M
Voloridge Investment Management, LLC 0.27% New 489,552 $73.0M
Bradley Foster & Sargent Inc. 1.30% Add +2.4% 485,925 $72.4M
Giverny Capital 3.05% Add +1.0% 484,933 $72.3M
Omega Advisors (Leon Cooperman) 3.02% No change 480,000 $71.5M
FIL Ltd 0.07% Add +39.7% 478,455 $71.3M
Woodley Farra Manion Portfolio Management Inc. 3.86% Add +0.9% 476,846 $71.1M
Adage Capital Partners Gp, L.L.C. 0.13% Reduce -20.0% 471,231 $70.2M
Aberdeen Group plc 0.13% Reduce -27.4% 468,844 $69.9M
Jane Street Group, LLC 0.08% Add +127.5% 465,837 $69.4M
Keybank National Association 0.28% Add +6.1% 462,556 $68.9M
Cortland Associates Inc. 8.65% Reduce -0.4% 459,140 $68.4M
Mountain Pacific Investment Advisers LLC 5.09% Reduce -13.2% 459,010 $68.4M
Staley Capital Advisers Inc. 3.12% Reduce -1.5% 454,744 $67.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.17% Add +0.9% 454,613 $67.8M
Corient Private Wealth LP 0.11% Add +1.4% 441,448 $65.8M
Natixis Advisors, LLC 0.14% Add +3.1% 439,224 $65.5M
Associated Banc-Corp 2.01% Add +4.1% 434,143 $64.7M
Abn Amro Investment Solutions 1.17% Reduce -17.7% 432,902 $64.5M
Causeway Capital Management LLC 1.75% Add +1.5% 430,954 $64.2M
Formuepleje A/S 3.55% Add +118.9% 430,617 $64.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.39% Add +20.8% 428,183 $63.8M
Corus Family Wealth Advisors 53.33% No change 391,767 $62.6M
Jupiter Asset Management Ltd. 0.59% Add +90.5% 419,707 $62.6M
London Co. of Virginia 0.35% Reduce -5.3% 418,261 $62.3M
Nippon Life Global Investors Americas, Inc. 2.71% Add +1.6% 412,930 $61.5M
Ossiam 1.15% Add +8.1% 406,356 $60.6M
Compass Capital Management, Inc. 3.90% Reduce -2.9% 390,853 $58.3M
Schroder Investment Management Group 0.06% Add +6.5% 386,345 $57.6M
Danske Bank A/S 0.21% Add +0.1% 381,942 $56.9M
Caisse de depot et placement du Quebec 0.14% Add +76.5% 381,296 $56.8M
Morningstar Investment Services LLC 0.61% Reduce -0.7% 378,728 $56.5M
Prudential Financial Inc. 0.08% Reduce -10.7% 378,660 $56.4M
Tredje AP-fonden 0.54% Add +35.0% 374,048 $55.7M
Cerity Partners LLC 0.15% Add +3.9% 367,812 $54.8M
Lord, Abbett & Co. LLC 0.18% Reduce -30.7% 366,511 $54.6M
LPL Financial LLC 0.03% Add +9.0% 362,647 $54.0M
MIG Capital, LLC 7.17% Reduce -13.8% 360,946 $53.8M
Janus Henderson Group PLC 0.03% Reduce -4.2% 349,850 $52.1M
Mackenzie Financial Corp. 0.08% Reduce -5.5% 349,150 $52.0M
Port Capital LLC 2.59% Add +4.5% 346,803 $51.7M
Zurich Insurance Group Ltd 0.45% Reduce -38.6% 345,983 $51.6M
State of Wisconsin Investment Board 0.14% Add +3.5% 341,843 $50.9M
DekaBank Deutsche Girozentrale 0.09% Reduce -10.3% 336,826 $50.6M
Nichols & Pratt Advisers LLP 3.40% Reduce -0.1% 337,758 $50.3M
Clark Capital Management Group, Inc. 0.37% Add +2.2% 334,422 $49.8M
Erste Asset Management GmbH 0.65% Add +2.4% 331,208 $49.4M
C Partners Holding GmbH 14.15% Reduce -5.5% 329,248 $49.1M
Swedbank AB 0.07% Reduce -0.1% 328,167 $48.9M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -3.8% 319,760 $47.7M
Qube Research & Technologies Ltd 0.09% Reduce -35.8% 317,725 $47.4M
Victory Capital Management Inc. 0.05% Reduce -1.6% 316,236 $47.1M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -7.6% 314,149 $46.8M
Aviva PLC 0.13% Add +21.3% 313,925 $46.8M
Nitorum Capital, L.P. 5.09% Reduce -3.5% 313,228 $46.7M
CapitalatWork S.A. 1.57% Add +2.6% 313,057 $46.7M
Ensign Peak Advisors, Inc 0.09% Reduce -6.8% 312,921 $46.6M
North Star Asset Management Inc. 2.19% Reduce -1.2% 310,061 $46.2M
Alta Capital Management LLC/ 2.90% Reduce -14.3% 309,900 $46.2M
QRG Capital Management, Inc. 0.55% Reduce -0.2% 309,751 $46.2M
D. E. Shaw & Co. 0.07% Reduce -42.6% 299,318 $44.6M
Bowie Capital Management, LLC 2.90% Add +37.6% 296,196 $44.1M
Country Trust Bank 1.08% Add +0.5% 285,938 $42.6M
Hemenway Trust Co LLC 3.59% Reduce -1.0% 281,315 $41.9M
Truist Financial Corp. 0.06% Add +1.4% 279,379 $41.6M
TD Asset Management Inc 0.04% Add +0.6% 277,449 $41.4M
Applied Finance Capital Management, LLC 1.91% Add +48.3% 277,370 $41.3M
ZWJ Investment Counsel Inc. 1.82% Add +1.2% 277,258 $41.3M
Regions Financial Corp. 0.31% Add +17.9% 272,330 $40.6M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -2.4% 271,532 $40.5M
Canoe Financial LP 0.75% No change 253,011 $40.4M
Brandywine Global Investment Management, LLC 0.30% Add +3.2% 269,269 $40.1M
Nisa Investment Advisors, LLC 0.25% Add +0.4% 266,495 $39.7M
Troy Asset Management Ltd 1.29% No change 266,257 $39.7M
Public Employees Retirement System of Ohio 0.15% Reduce -7.0% 263,180 $39.2M
Todd Asset Management LLC 0.81% Add +11.6% 262,960 $39.2M
Capital Investment Services of America, Inc. 3.72% Reduce -2.6% 258,961 $38.6M
Treasurer of the State of North Carolina 0.16% Reduce -5.2% 257,222 $38.3M
Stifel Financial Corp. 0.04% Reduce -3.3% 253,010 $37.7M
US Bancorp \de 0.05% Add +0.2% 250,231 $37.3M
Royal London Asset Management Ltd. 0.10% Add +3.9% 249,990 $37.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% — 243,857 $36.3M
Mercer Global Advisors Inc. 0.10% Add +4.7% 239,019 $35.6M
State of Tennessee, Department of Treasury 0.13% Reduce -2.8% 237,633 $35.4M
Empire Life Investments Inc. 2.23% Reduce -10.9% 237,323 $35.4M
Mn Services Vermogensbeheer B.V. 0.26% Reduce -2.2% 237,300 $35.4M
J. L. Bainbridge & Co., Inc. 3.45% Add +3.4% 231,517 $34.5M
Suncoast Equity Management 3.80% Add +2.4% 230,230 $34.3M
Hillman Co. 16.45% No change 230,146 $34.3M
First Trust Advisors LP 0.03% Add +39.9% 229,310 $34.2M
Renaissance Group LLC 1.32% Reduce -1.3% 227,660 $33.9M
Toronto Dominion Bank 0.05% Reduce -34.8% 225,677 $33.6M
Voya Investment Management LLC 0.04% Add +6.4% 224,656 $33.5M
Asset Management One Co., Ltd. 0.13% Reduce -3.2% 224,626 $33.5M
Russell Investments Group, Ltd. 0.05% Reduce -3.1% 223,599 $33.3M
Archon Partners LLC 4.27% No change 223,000 $33.2M
Deroy & Devereaux Private Investment Counsel Inc. 2.05% Reduce -0.7% 221,721 $33.0M
Geneva Capital Management LLC 0.60% Reduce -8.8% 221,361 $33.0M
Teachers Retirement System of the State of Kentucky 0.29% Add +8.7% 220,155 $32.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +1.0% 218,950 $32.6M
Assenagon Asset Management S.A. 0.08% Add +6.0% 217,132 $32.4M
State of New Jersey Common Pension Fund D 0.14% Reduce -37.6% 216,715 $32.3M
Cannell & Spears LLC 0.67% Add +0.1% 216,004 $32.2M
Windward Capital Management Co. 2.67% Reduce -2.2% 212,940 $31.7M
Factory Mutual Insurance Co. 0.36% Reduce -1.6% 212,000 $31.6M
Southeastern Asset Management Inc. 1.38% Reduce -6.6% 211,917 $31.6M
BI Asset Management Fondsmaeglerselskab A/S 0.52% Reduce -4.2% 211,633 $31.5M
Handelsbanken Fonder AB 0.14% Add +8.1% 208,560 $31.1M
Professional Advisory Services Inc. 3.91% Reduce -0.4% 207,772 $31.0M
Night Owl Capital Management, LLC 4.60% Reduce -1.3% 206,160 $30.7M
Rafferty Asset Management, LLC 0.11% Reduce -2.5% 205,804 $30.7M
Dudley & Shanley, Inc. 5.23% Reduce -2.3% 204,141 $30.4M
Millennium Management 0.03% Add +34.0% 203,227 $30.3M
Teacher Retirement System of Texas 0.17% Reduce -11.9% 201,992 $30.1M
Cibc World Market Inc. 0.07% Reduce -10.8% 200,368 $29.9M
Allianz Asset Management GmbH 0.05% Reduce -2.7% 194,361 $29.0M
Resona Asset Management Co.,Ltd. 0.17% Reduce -6.9% 192,696 $28.7M
Thrivent Financial for Lutherans 0.06% Add +2.2% 191,892 $28.6M
Patient Capital Management, LLC 1.52% Reduce -17.9% 191,690 $28.6M
Comerica Bank 0.12% Add +0.3% 189,882 $28.3M
Sunriver Management LLC 3.57% Add +0.8% 189,022 $28.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.29% Add +1.7% 188,710 $28.1M
Glenmede Trust Co. NA 0.14% Add +6.5% 188,300 $28.1M
Dana Investment Advisors, Inc. 0.93% Reduce -13.3% 184,776 $27.5M
Coerente Capital Management 5.36% Reduce -2.5% 184,409 $27.5M
Marble Harbor Investment Counsel, LLC 3.18% Reduce -0.9% 181,329 $27.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.87% Add +17.7% 175,739 $26.2M
Arizona State Retirement System 0.17% Reduce -0.6% 171,162 $25.5M
D.A. Davidson & Co. 0.23% Add +0.9% 171,079 $25.5M
Generate Investment Management Ltd 1.85% Reduce -6.2% 170,978 $25.5M
HRT Financial LP 0.14% New 170,167 $25.4M
Renaissance Technologies 0.04% New 169,527 $25.3M
Corebridge Financial, Inc. 0.14% — 165,813 $24.7M
MetLife Investment Management, LLC 0.15% Add +11.8% 164,608 $24.5M
Nomura Asset Management Co. Ltd. 0.08% Add +1.3% 163,216 $24.3M
Arvest Trust Co. N A 1.43% Reduce -4.0% 161,390 $24.1M
Susquehanna International Group, LLP 0.04% Add +16.6% 161,302 $24.0M
State of Michigan Retirement System 0.12% Reduce -2.5% 160,234 $23.9M
Wendell David Associates Inc. 2.36% Reduce -1.0% 155,456 $23.2M
APG Asset Management N.V. 0.04% Add +42.1% 163,793 $22.8M
Federated Hermes, Inc. 0.05% Add +160.3% 151,647 $22.6M
Torray Investment Partners LLC 3.37% Reduce -0.1% 151,341 $22.6M
Varma Mutual Pension Insurance Co 0.18% Reduce -6.1% 147,231 $21.9M
Aryeh Capital Management Ltd. 14.05% No change 146,842 $21.9M
Bank of Nova Scotia 0.04% Reduce -11.8% 146,843 $21.9M
Natixis 0.14% New 146,785 $21.9M
Choreo, LLC 0.37% Add +25.7% 148,543 $21.9M
Trajan Wealth LLC 1.36% Add +6.7% 142,596 $21.3M
River Road Asset Management, LLC 0.30% Reduce -15.7% 141,796 $21.1M
Creative Planning 0.02% Add +1.8% 141,756 $21.1M
Distillate Capital Partners LLC 1.11% — 140,878 $21.0M
Toth Financial Advisory Corp. 2.66% Reduce -0.9% 140,157 $20.9M
Albion Financial Group 1.57% Add +0.4% 139,901 $20.9M
Forsta Ap-Fonden 0.18% Reduce -12.0% 139,800 $20.8M
Somerville Kurt F 3.48% Reduce -1.5% 138,696 $20.7M
Prana Capital Management, LP 0.97% Reduce -34.1% 137,428 $20.5M
Mill Capital Management, LLC 1.68% Add +0.8% 136,128 $20.3M
Montag A & Associates Inc. 1.02% Reduce -2.2% 135,593 $20.2M
Polar Capital Holdings Plc 0.12% Reduce -0.9% 134,607 $20.1M
MassMutual Private Wealth & Trust, FSB 0.61% Reduce -0.8% 134,188 $20.0M
Guyasuta Investment Advisors Inc. 1.46% Reduce -1.5% 149,903 $19.9M
PNC Financial Services Group, Inc. 0.01% Reduce -20.0% 133,606 $19.9M
North Point Portfolio Managers Corp. 3.50% Reduce -3.1% 133,360 $19.9M
McRae Capital Management Inc. 4.44% Add +1.5% 130,579 $19.5M
Thematics Asset Management 0.79% Reduce -12.2% 129,300 $19.3M
Credit Agricole S A 0.12% Add +80.7% 129,077 $19.2M
Retirement Systems of Alabama 0.07% Reduce -2.6% 129,068 $19.2M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.13% No change 129,000 $19.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Reduce -2.5% 128,518 $19.2M
Walleye Capital LLC 0.22% Add +25.2% 128,284 $19.1M
Northwest & Ethical Investments L.P. 0.54% Add +3.7% 125,751 $18.7M
Stanley Capital Management, LLC 3.82% New 125,559 $18.7M
M&T Bank Corp 0.06% Reduce -2.0% 125,357 $18.7M
KBC Group NV 0.06% Reduce -62.0% 124,630 $18.6M
Edmond DE Rothschild Holding S.A. 0.32% Add +4884.8% 124,620 $18.6M
IFM Investors Pty Ltd 0.19% Add +0.1% 124,085 $18.5M
Cornerstone Capital, Inc. 1.86% Add +0.5% 123,685 $18.4M
Zacks Investment Management 0.21% Add +9.2% 123,119 $18.3M
Dorsey & Whitney Trust CO LLC 1.27% Add +0.9% 122,877 $18.3M
Bath Savings Trust Co 1.93% Reduce -2.1% 121,562 $18.1M
Penserra Capital Management LLC 0.23% Reduce -11.2% 121,190 $18.1M
Candriam S.C.A. 0.11% Reduce -34.9% 120,701 $18.0M
Choate Investment Advisors 0.47% Add +48.1% 120,617 $18.0M
Amalgamated Bank 0.15% Reduce -5.5% 120,449 $18.0M
LS Investment Advisors, LLC 2.80% Add +0.3% 120,400 $17.9M
Calamos Advisors LLC 0.13% Reduce -3.5% 119,343 $17.8M
ProShare Advisors LLC 0.05% Add +2.2% 118,830 $17.7M
King Luther Capital Management Corp. 0.08% Add +49.0% 118,607 $17.7M
Skandinaviska Enskilda Banken AB (publ) 0.08% Add +0.4% 118,534 $17.7M
Canada Pension Plan Investment Board 0.02% Reduce -16.8% 115,481 $17.2M
Clearstead Advisors, LLC 0.29% Add +1054.1% 114,425 $17.1M
Palisade Capital Management, LP 0.52% Reduce -2.3% 114,167 $17.0M
Bell Asset Management Ltd 2.38% Add +31.7% 113,994 $17.0M
CIBC Asset Management Inc 0.06% Reduce -5.6% 113,903 $17.0M
Commonwealth Equity Services, LLC 0.03% Reduce -0.8% 113,011 $16.8M
Cibc World Markets Corp. 0.11% Reduce -26.1% 112,452 $16.8M
Azimuth Capital Investment Management LLC 0.68% Add +107.3% 112,229 $16.7M
VeriStar Capital Management LP 9.98% No change 111,700 $16.6M
Czech National Bank 0.19% Add +5.6% 111,497 $16.6M
MML Investors Services, LLC 0.07% Reduce -12.6% 109,001 $16.2M
Punch & Associates Investment Management, Inc. 0.95% Add +1.2% 108,173 $16.1M
Fifth Third Bancorp 0.06% Reduce -3.4% 107,334 $16.0M
Xponance LLC 0.16% Add +0.2% 107,254 $16.0M
Hunter Perkins Capital Management, LLC 3.33% Reduce -2.0% 106,320 $15.8M
Soditic Asset Management LLP 18.13% No change 104,961 $15.6M
Kestra Advisory Services, LLC 0.09% Add +142.5% 105,345 $15.5M
Stansberry Asset Management, LLC 2.16% Add +2.7% 103,978 $15.5M
Foyston, Gordon & Payne Inc 3.81% Add +10.3% 103,648 $15.4M
USS Investment Management Ltd 0.12% Add +1.5% 103,382 $15.4M
Mediolanum International Funds Ltd 0.25% Reduce -1.3% 109,741 $15.3M
Vestor Capital, LLC 1.23% Add +2.2% 102,155 $15.2M
Worldquant Millennium Advisors LLC 0.14% New 102,131 $15.2M
Los Angeles Capital Management LLC 0.05% Reduce -20.7% 101,636 $15.1M
Hound Partners, LLC 3.02% Add +59.1% 101,203 $15.1M
Kelly Lawrence W & Associates Inc. 3.48% Reduce -0.0% 100,997 $15.1M
Clark Estates Inc. 2.81% Reduce -23.0% 100,300 $14.9M
Brant Point Investment Management LLC 3.50% Reduce -3.8% 100,194 $14.9M
Busey Bank 0.51% Add +1.4% 99,453 $14.8M
DNB Asset Management AS 0.07% Add +4.5% 98,014 $14.6M
Engle Capital Management, L.P. 4.94% Add +2.1% 98,000 $14.6M
Covington Investment Advisors Inc. 2.34% Reduce -14.5% 97,911 $14.6M
Broderick Brian C 2.96% Reduce -0.4% 97,226 $14.5M
Bailard, Inc. 0.40% Add +26.1% 96,935 $14.4M
Utah Retirement Systems 0.17% Reduce -7.4% 95,960 $14.3M
Cetera Investment Advisers 0.03% Reduce -4.2% 94,920 $14.1M
Ethic Inc. 0.33% Add +5.6% 93,694 $14.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +20.8% 93,351 $13.9M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.16% — 93,083 $13.9M
CCM Investment Advisers LLC 1.62% Reduce -4.1% 92,271 $13.8M
Gotham Asset Management 0.18% Add +1.7% 91,488 $13.6M
Oppenheimer Asset Management Inc. 0.17% Add +60.7% 90,307 $13.5M
Redwood Grove Capital, LLC 4.21% Add +5.7% 90,178 $13.4M
Financiere des Professionnels - Fonds d'investissement inc. 1.05% Add +0.6% 89,916 $13.4M
Shelton Capital Management 0.37% Add +10.0% 89,959 $13.4M
GAM Holding AG 1.02% Add +5.0% 89,549 $13.3M
New York Life Investment Management LLC 0.13% Reduce -1.6% 89,319 $13.3M
Lee Danner & Bass Inc. 1.03% — 89,241 $13.3M
Wealth Enhancement Advisory Services, LLC 0.03% Add +19.5% 86,996 $13.0M
Agf Management Ltd. 0.07% Reduce -9.1% 86,803 $12.9M
Logan Capital Management Inc. 0.56% Reduce -0.6% 86,557 $12.9M
Baldwin Wealth Partners LLC 1.00% Reduce -0.8% 86,257 $12.9M
Hunter Associates Investment Management LLC 2.15% Reduce -2.4% 85,873 $12.8M
LSV Asset Management 0.03% Reduce -5.6% 85,700 $12.8M
Ramsay, Stattman, Vela & Price, Inc. 2.39% Add +0.5% 84,784 $12.6M
Steward Partners Investment Advisory, LLC 0.13% Add +2.2% 83,973 $12.5M
Cyrus J. Lawrence, LLC 2.54% Add +58.7% 83,947 $12.5M
Rockefeller Capital Management L.P. 0.04% Reduce -1.4% 83,643 $12.5M
Farmers & Merchants Investments Inc. 0.41% Reduce -0.4% 83,109 $12.4M
FineMark National Bank & Trust 0.46% Add +2.6% 83,045 $12.4M
Yousif Capital Management, LLC 0.14% Add +4.7% 82,883 $12.4M
Public Employees Retirement Association of Colorado 0.05% Reduce -4.2% 81,800 $12.2M
Puzo Michael J 3.35% Reduce -5.0% 80,957 $12.1M
Kidder Stephen W 3.74% Reduce -2.3% 80,379 $12.0M
Running Oak Capital LLC 1.86% Add +1.3% 80,372 $12.0M
Great Valley Advisor Group, Inc. 0.33% Add +13.8% 80,279 $12.0M
Venturi Wealth Management, LLC 0.70% Add +0.4% 79,120 $11.8M
Daiwa Securities Group Inc. 0.06% Add +4.4% 78,782 $11.7M
Pinebridge Investments, L.P. 0.09% Reduce -42.4% 76,275 $11.4M
American National Bank & Trust 1.40% Add +2.5% 75,563 $11.3M
Aptus Capital Advisors, LLC 0.21% Add +29.1% 75,310 $11.2M
Perennial Advisors, LLC 2.51% Reduce -0.6% 75,123 $11.2M
Prio Wealth Limited Partnership 0.33% No change 73,958 $11.0M
Mutual of America Capital Management LLC 0.12% Reduce -6.2% 73,787 $11.0M
State of Alaska, Department of Revenue 0.12% Reduce -2.0% 73,383 $10.9M
Bellecapital International Ltd. 2.33% Reduce -1.9% 72,772 $10.8M
Bragg Financial Advisors, Inc 0.48% Reduce -0.7% 72,493 $10.8M
ING Groep NV 0.06% Add +163.5% 72,370 $10.8M
Jones Financial Companies LLLP 0.01% Add +28.0% 72,230 $10.8M
Legacy Private Trust Co. 0.76% Reduce -1.0% 71,796 $10.7M
Quadrature Capital Ltd 0.18% New 71,774 $10.7M
Addenda Capital Inc. 0.42% Add +6.5% 71,599 $10.7M
NorthCoast Asset Management LLC 0.09% Add +33.4% 71,177 $10.6M
Nissay Asset Management Corp. /Japan 0.07% Add +1.8% 71,037 $10.6M
Pathstone Holdings, LLC 0.05% Reduce -0.3% 70,940 $10.6M
Romano Brothers and Company 1.46% Reduce -6.7% 70,802 $10.6M
Woodstock Corp. 1.06% Add +0.2% 70,119 $10.5M
SG Americas Securities, LLC 0.07% Reduce -50.7% 69,188 $10.3M
HighTower Advisors, LLC 0.02% Add +1.6% 69,139 $10.3M
Headinvest, LLC 2.02% Reduce -0.6% 68,877 $10.3M
Janney Montgomery Scott LLC 0.03% Add +7.8% 68,861 $10.3M
Panagora Asset Management Inc. 0.05% Reduce -85.8% 68,410 $10.2M
Cadinha & Co. LLC 1.88% Reduce -46.9% 68,198 $10.2M
M&G PLC 0.07% Add +8.2% 68,073 $10.1M
Bahl & Gaynor LLC 0.06% Reduce -1.1% 67,931 $10.1M
Cambridge Investment Research Advisors, Inc. 0.04% Add +6.3% 67,774 $10.1M
Pinnacle Financial Partners Inc 0.21% Add +0.3% 67,131 $10.0M
Webster Bank, N. A. 1.09% Reduce -2.9% 66,891 $10.0M
PGGM Investments 0.14% Add +6.4% 66,354 $9.9M
GDS Wealth Management 1.08% Add +13.6% 66,089 $9.8M
Peapack Gladstone Financial Corp. 0.15% Add +1.9% 66,072 $9.8M
Synovus Financial Corp. 0.13% Add +0.5% 66,048 $9.8M
First Hawaiian Bank 0.33% Reduce -2.4% 65,502 $9.8M
Prudential PLC 0.07% Add +38.4% 65,297 $9.7M
Robertson Opportunity Capital, LLC 4.27% No change 64,600 $9.6M
Dillon & Associates Inc. 1.37% Add +15.7% 63,036 $9.4M
Eagle Asset Management Inc. 0.05% Add +17.9% 63,565 $9.4M
Fred Alger Management, LLC 0.05% Add +15635.5% 62,470 $9.3M
Pacer Advisors, Inc. 0.02% Add +38.8% 62,455 $9.3M
Live Oak Private Wealth LLC 1.59% Reduce -2.3% 62,192 $9.3M
Osaic Holdings, Inc. 0.02% Reduce -23.1% 61,814 $9.2M
Chesley Taft & Associates LLC 0.46% Add +0.8% 61,387 $9.1M
McKinley Carter Wealth Services, Inc. 0.58% Add +1.3% 60,967 $9.1M
Sanctuary Advisors, LLC 0.07% — 58,265 $9.1M
Focus Partners Wealth 0.03% Add +97.4% 59,236 $9.0M
Diversified Trust Co. 0.25% Add +4.5% 60,330 $9.0M
L. Roy Papp & Associates, LLP 1.09% Reduce -2.7% 60,158 $9.0M
Steamboat Capital Partners, LLC 3.29% Reduce -10.4% 60,067 $9.0M
Ilmarinen Mutual Pension Insurance Co 0.10% No change 60,000 $8.9M
Atria Investments, Inc 0.11% Add +6.3% 59,545 $8.9M
ProVise Management Group, LLC 0.75% Add +0.4% 59,023 $8.8M
Tocqueville Asset Management L.P. 0.14% Reduce -0.8% 58,427 $8.7M
Federation des caisses Desjardins du Quebec 0.05% Reduce -2.4% 58,364 $8.7M
O'shaughnessy Asset Management, LLC 0.09% Add +5.6% 58,196 $8.7M
Cozad Asset Management Inc. 0.85% Reduce -0.6% 56,962 $8.5M
Advisors Asset Management, Inc. 0.16% Add +26.5% 56,513 $8.4M
Legal Advantage Investments, Inc. 4.83% Reduce -0.8% 56,287 $8.4M
BTC Capital Management, Inc. 0.77% Reduce -2.8% 55,884 $8.3M
Marks Group Wealth Management, Inc 0.87% Reduce -6.8% 55,689 $8.3M
Andra AP-fonden 0.14% Add +9.7% 55,295 $8.2M
Core Alternative Capital 1.64% Reduce -12.2% 55,057 $8.2M
Middleton & Co. Inc. 0.95% Reduce -4.7% 54,854 $8.2M
Smithbridge Asset Management Inc. 1.69% Add +1.5% 54,594 $8.1M
Intech Investment Management LLC 0.10% Add +27.6% 54,399 $8.1M
River Global Investors LLP 2.23% Add +7.6% 54,413 $8.1M
M&R Capital Management Inc. 1.93% Reduce -0.1% 54,248 $8.1M
Elo Mutual Pension Insurance Co 0.19% Reduce -1.2% 54,174 $8.1M
Guggenheim Capital LLC 0.06% Add +0.3% 53,990 $8.0M
Glenview Capital Management, LLC 0.17% Reduce -93.3% 53,768 $8.0M
Carderock Capital Management Inc. 2.10% Add +2.1% 53,756 $8.0M
Builder Investment Group Inc. 2.16% Reduce -0.1% 53,237 $7.9M
Cheviot Value Management, LLC 1.54% Reduce -1.3% 52,875 $7.9M
Contravisory Investment Management, Inc. 1.73% Reduce -1.6% 52,527 $7.8M
Hantz Financial Services, Inc. 0.15% Reduce -6.2% 52,327 $7.8M
Liberty Capital Management, Inc. 1.84% Reduce -0.7% 52,034 $7.8M
Landscape Capital Management, L.L.C. 0.65% Reduce -33.2% 51,812 $7.7M
UniSuper Management Pty Ltd 0.06% Add +260.5% 51,660 $7.7M
Captrust Financial Advisors 0.02% Reduce -14.2% 51,334 $7.7M
Wilkins Investment Counsel Inc. 1.13% Reduce -0.1% 51,005 $7.6M
Spire Wealth Management 0.27% Reduce -19.3% 51,088 $7.6M
Gulf International Bank (UK) Ltd 0.19% Reduce -0.3% 50,802 $7.6M
Cox Capital Mgt LLC 4.54% Reduce -1.8% 50,381 $7.5M
Oregon Public Employees Retirement Fund 0.15% Reduce -2.0% 50,256 $7.5M
Patton Albertson Miller Group, LLC 1.06% Add +9.3% 50,116 $7.5M
Verdence Capital Advisors LLC 0.66% Add +2.8% 50,115 $7.5M
Two Point Capital Management, Inc. 3.00% Add +0.8% 50,021 $7.5M
Brooktree Capital Management 6.33% Reduce -5.4% 49,685 $7.4M
First National Trust Co 0.30% Reduce -8.3% 49,443 $7.4M
TrinityBridge Ltd 0.25% Add +3.3% 49,456 $7.4M
Marshall Wace, LLP 0.01% Reduce -26.3% 49,124 $7.3M
AMJ Financial Wealth Management 2.27% Add +34.3% 48,947 $7.3M
Palmer Knight Co 3.49% Add +0.2% 48,928 $7.3M
Jacobs & Co. 0.76% Reduce -3.0% 48,744 $7.3M
CX Institutional 0.34% Add +0.1% 48,497 $7.2M
Oarsman Capital, Inc. 1.59% Reduce -1.6% 48,370 $7.2M
1832 Asset Management L.P. 0.01% Reduce -17.3% 47,974 $7.2M
Hills Bank & Trust Co 0.58% Reduce -3.6% 47,806 $7.1M
Delaney Dennis R 3.84% Reduce -2.0% 47,711 $7.1M
Marietta Investment Partners LLC 1.56% Add +4.0% 47,529 $7.1M
Cary Street Partners Investment Advisory LLC 0.28% Add +0.1% 47,420 $7.1M
M. Kraus & Co 2.15% Add +0.2% 47,022 $7.0M
HM Payson & Co. 0.13% Reduce -0.1% 46,927 $7.0M
Thomas Story & Son LLC 3.01% Add +50.4% 46,815 $7.0M
Redmond Asset Management, LLC 2.30% Reduce -4.1% 46,770 $7.0M
Orion Porfolio Solutions, LLC 0.07% Reduce -6.5% 46,008 $6.9M
Orion Portfolio Solutions, LLC 0.07% Reduce -6.5% 46,008 $6.9M
Hudson Bay Capital Management LP 0.06% Reduce -44.6% 45,936 $6.8M
Notis-McConarty Edward 2.68% Reduce -0.6% 45,818 $6.8M
Ayrshire Capital Management LLC 3.46% Reduce -1.0% 45,533 $6.8M
Maryland State Retirement & Pension System 0.12% Reduce -3.3% 45,397 $6.8M
Mizuho Securities USA LLC 0.15% New 45,113 $6.7M
Karpas Strategies, LLC 2.11% Reduce -0.5% 45,035 $6.7M
Thompson Investment Management, Inc. 1.03% Reduce -1.6% 44,609 $6.6M
Sendero Wealth Management, LLC 1.11% Reduce -3.7% 44,464 $6.6M
Cloverfields Capital Group, LP 2.24% Add +3.7% 44,445 $6.6M
Kentucky Retirement Systems 0.19% Reduce -3.3% 44,091 $6.6M
Heritage Trust Co 0.86% Reduce -0.5% 43,633 $6.5M
Howe & Rusling Inc. 0.59% Add +45.6% 43,552 $6.5M
AdvisorShares Investments LLC 1.13% Add +7.4% 44,047 $6.5M
Curi Capital, LLC 0.15% Add +0.0% 43,267 $6.4M
Marshall & Sullivan Inc. 3.21% Reduce -2.3% 43,073 $6.4M
Baker Ellis Asset Management LLC 0.97% Reduce -0.9% 43,070 $6.4M
John G Ullman & Associates Inc. 0.98% Reduce -0.9% 43,051 $6.4M
Crossmark Global Holdings, Inc. 0.12% Reduce -7.2% 43,047 $6.4M
Resources Management Corp. /CT/ 0.92% Reduce -2.4% 42,563 $6.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -93.5% 47,984 $6.3M
Walleye Trading LLC 0.12% Reduce -30.8% 42,510 $6.3M
Cresset Asset Management, LLC 0.03% Add +24.0% 42,144 $6.3M
Vanguard Personalized Indexing Management, LLC 0.12% Add +20.5% 43,092 $6.3M
CMH Wealth Management LLC 1.52% Reduce -1.0% 41,350 $6.2M
MBB Public Markets I LLC 0.13% New 41,278 $6.2M
Vontobel Holding Ltd. 0.02% Reduce -26.2% 40,506 $6.0M
Eagle Rock Investment Company, LLC 1.09% Add +22.8% 40,498 $6.0M
Tandem Investment Advisors, Inc. 0.24% Add +7.6% 40,490 $6.0M
Ironwood Investment Counsel, LLC 1.07% Add +1.6% 40,315 $6.0M
Edgemoor Investment Advisors, Inc. 0.56% Add +9.2% 39,861 $5.9M
Graybill Wealth Management, LTD. 2.36% Add +3.3% 39,093 $5.8M
Buckhead Capital Management LLC 1.97% Reduce -0.2% 39,075 $5.8M
Selway Asset Management 2.37% Reduce -1.0% 39,005 $5.8M
TD Waterhouse Canada Inc. 0.05% Add +7.0% 39,007 $5.7M
Hudson Edge Investment Partners Inc. 1.10% Reduce -2.1% 38,216 $5.7M
Townsquare Capital LLC 0.08% Add +2.1% 38,180 $5.7M
Baxter Bros Inc. 0.74% Reduce -0.1% 37,926 $5.7M
Carmel Capital Management L.L.C. 2.18% Add +0.1% 37,545 $5.6M
Hartford Investment Management Co. 0.19% Reduce -3.3% 37,541 $5.6M
Eley Financial Management, Inc 2.36% Reduce -0.3% 37,387 $5.6M
First Western Trust Bank 0.26% Reduce -16.8% 37,133 $5.5M
Matrix Asset Advisors Inc. 0.66% Reduce -1.8% 37,108 $5.5M
Reynders McVeigh Capital Management, LLC 0.31% Reduce -1.4% 36,898 $5.5M
MAI Capital Management 0.05% Add +3.3% 36,856 $5.5M
Brookstone Capital Management 0.09% Add +28.5% 34,379 $5.4M
Gsa Capital Partners LLP 0.38% Add +1077.4% 36,288 $5.4M
Swiss Life Asset Management Ltd 0.06% Reduce -47.3% 36,263 $5.4M
First Business Financial Services, Inc. 0.57% No change 36,173 $5.4M
Geneos Wealth Management Inc. 0.24% Reduce -4.8% 36,158 $5.4M
Stone Run Capital, LLC 2.14% Reduce -5.4% 35,950 $5.4M
Compass Wealth Management LLC 1.32% Reduce -1.4% 35,834 $5.3M
Harber Asset Management LLC 1.43% Reduce -32.8% 35,520 $5.3M
Gilman Hill Asset Management, LLC 0.96% Add +0.4% 35,421 $5.3M
DF Dent & Co. Inc. 0.07% Reduce -3.7% 35,357 $5.3M
D L Carlson Investment Group Inc. 1.02% Add +44.5% 35,356 $5.3M
Anchor Investment Management, LLC 0.54% Add +2.0% 34,966 $5.2M
Tower Research Capital LLC (TRC) 0.09% Add +46.4% 34,872 $5.2M
CenterBook Partners LP 0.32% Add +3.7% 34,871 $5.2M
Nicollet Investment Management, Inc. 1.91% Reduce -0.1% 34,279 $5.1M
Quantinno Capital Management LP 0.09% Add +13.2% 34,250 $5.1M
Bey-Douglas LLC 4.71% Add +1.1% 32,775 $5.1M
Nilsine Partners, LLC 0.68% Add +0.7% 34,039 $5.1M
Snowden Capital Advisors LLC 0.15% Reduce -3.2% 33,836 $5.0M
Wealthfront Advisers LLC 0.02% Add +12.7% 33,755 $5.0M
Securian Asset Management, Inc. 0.15% Reduce -4.8% 33,643 $5.0M
NorthCrest Asset Manangement, LLC 0.17% Add +4.3% 33,441 $5.0M
SFE Investment Counsel 1.10% Reduce -2.9% 33,337 $5.0M
Buffington Mohr McNeal 0.87% Reduce -7.1% 33,168 $4.9M
Louisiana State Employees Retirement System 0.10% Reduce -5.2% 33,100 $4.9M
Value Holdings Management Co. LLC 0.90% No change 33,000 $4.9M
Argent Trust Co 0.21% Reduce -3.6% 32,686 $4.9M
Assetmark, Inc. 0.01% Add +10.5% 32,513 $4.8M
Ieq Capital, LLC 0.07% Add +7.9% 32,422 $4.8M
Lombard Odier Asset Management (Europe) Ltd 0.33% Add +40.9% 32,414 $4.8M
Bull Street Advisors, LLC 2.32% No change 32,310 $4.8M
Soros Capital Management LLC 2.60% Add +29.9% 31,913 $4.8M
Nemes Rush Group LLC 0.65% Add +4.4% 31,831 $4.7M
Daiichi Life Insurance Co., Ltd. 0.12% Reduce -6.3% 31,795 $4.7M
Prescott Group Capital Management, L.L.C. 0.74% No change 31,564 $4.7M
Keel Point, LLC 0.42% Reduce -6.0% 28,872 $4.7M
Magnetar Financial LLC 0.11% New 31,309 $4.7M
Glenview Trust Co 0.09% Reduce -0.7% 31,177 $4.6M
Otter Creek Advisors, LLC 2.98% Add +10.1% 30,827 $4.6M
Tidal Investments LLC 0.06% Reduce -14.9% 30,796 $4.6M
Meridian Management Co. 1.25% Reduce -0.6% 30,521 $4.5M
Monarch Capital Management Inc. 1.33% Reduce -0.5% 30,419 $4.5M
New Mexico Educational Retirement Board 0.16% No change 30,216 $4.5M
Brevan Howard Capital Management LP 0.30% New 29,894 $4.5M
Centiva Capital, LP 0.22% New 29,882 $4.5M
First National Bank of Omaha 0.29% Add +47.1% 29,850 $4.4M
Avior Wealth Management, LLC 0.19% Reduce -2.9% 29,826 $4.4M
Prime Capital Investment Advisors, LLC 0.07% Reduce -28.5% 29,732 $4.4M
Stephens Inc. 0.07% Reduce -4.3% 29,651 $4.4M
United Capital Financial Advisors, LLC 0.04% Reduce -4.5% 29,482 $4.4M
Avanda Investment Management Pte. Ltd. 0.66% Reduce -30.3% 29,467 $4.4M
OneDigital Investment Advisors LLC 0.05% Reduce -52.9% 28,866 $4.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +5.5% 28,590 $4.3M
Ami Investment Management Inc. 1.49% Reduce -6.2% 28,588 $4.3M
B. Metzler seel. Sohn & Co. AG 0.04% Add +2.9% 28,580 $4.3M
Robbins Farley 2.26% Add +28.0% 28,514 $4.2M
Horan Capital Advisors, LLC. 1.49% Add +0.1% 28,463 $4.2M
Robertson Stephens Wealth Management, LLC 0.22% Reduce -0.1% 28,439 $4.2M
Taylor Financial Group, Inc. 3.23% Reduce -0.3% 28,242 $4.2M
EagleClaw Capital Managment, LLC 0.75% Reduce -0.3% 28,085 $4.2M
Dempze Nancy E 2.87% Add +0.3% 28,084 $4.2M
Wellington Management Group LLP 0.00% Add +59.3% 27,976 $4.2M
SouthState Bank Corp 0.30% Add +0.6% 27,916 $4.2M
Fiduciary Trust Co 0.06% Add +5.9% 27,845 $4.2M
Clayton Partners LLC 3.33% Reduce -1.2% 27,786 $4.1M
Advisory Services Network, LLC 0.08% Add +1.0% 27,427 $4.1M
Balefire, LLC 1.45% Add +9.2% 27,370 $4.1M
HB Wealth Management, LLC 0.05% Reduce -1.4% 27,066 $4.0M
National Bank of Canada 0.01% Reduce -0.6% 27,362 $4.0M
Capital City Trust Co. 1.09% Add +0.4% 26,946 $4.0M
Illinois Municipal Retirement Fund 0.06% No change 26,601 $4.0M
Graypoint LLC 0.27% Reduce -2.4% 26,599 $4.0M
FFT Wealth Management LLC 0.35% No change 26,485 $3.9M
Ascent Group, LLC 0.32% Add +13.5% 26,384 $3.9M
Meridian Wealth Advisors, LLC 0.69% Add +0.5% 25,775 $3.8M
Ameritas Advisory Services, LLC 0.14% Add +1.1% 25,670 $3.8M
E. Ohman J:or Asset Management AB 0.09% Add +4.5% 25,600 $3.8M
Ashton Thomas Securities, LLC 0.91% — 25,073 $3.8M
Cwm, LLC 0.02% Add +9.0% 25,374 $3.8M
First National Advisers, LLC 0.69% Add +0.9% 25,279 $3.8M
Cadence Bank 0.28% No change 25,225 $3.8M
Keeler Thomas Management LLC 1.28% Reduce -1.1% 25,111 $3.8M
Rakuten Investment Management, Inc. 0.02% Add +54.8% 24,986 $3.7M
Jag Capital Management, LLC 0.50% Reduce -0.2% 24,462 $3.6M
First Financial Bank - Trust Division 0.36% Add +11.9% 24,440 $3.6M
Vinva Investment Management Ltd 0.18% Add +6.9% 24,330 $3.6M
Principal Securities, Inc. 0.10% Add +15.6% 24,160 $3.6M
ClariVest Asset Management LLC 0.37% Reduce -0.8% 24,107 $3.6M
Blume Capital Management, Inc. 0.87% Reduce -0.8% 24,069 $3.6M
JB Capital LLC 0.22% Add +1.5% 23,967 $3.6M
Timber Creek Capital Management LLC 1.08% Add +0.4% 23,944 $3.6M
Fulton Bank, N.A. 0.14% Reduce -4.9% 23,875 $3.6M
Indiana Trust & Investment Management Co 1.31% Reduce -3.8% 23,859 $3.6M
Forvis Mazars Wealth Advisors, LLC 0.09% Add +6.3% 23,599 $3.5M
Agate Pass Investment Management, LLC 1.85% Reduce -2.0% 23,324 $3.5M
Cary Street Partners Asset Management LLC 0.51% Reduce -0.1% 23,321 $3.5M
Regent Peak Wealth Advisors LLC 0.79% Add +1.4% 2,315 $3.5M
Brown, Lisle/Cummings, Inc. 1.12% No change 23,150 $3.5M
Becker Capital Management Inc. 0.12% New 23,135 $3.4M
Alpha Cubed Investments, LLC 0.16% Reduce -15.5% 23,099 $3.4M
Van Eck Associates Corp. 0.00% Add +5.1% 22,980 $3.4M
Geneva Partners, LLC 1.39% Add +33.4% 22,721 $3.4M
AMG National Trust Bank 0.09% Reduce -1.6% 22,678 $3.4M
ExodusPoint Capital Management, LP 0.04% New 22,666 $3.4M
Metis Global Partners, LLC 0.12% Reduce -4.1% 22,566 $3.4M
Graphene Investments SAS 2.11% New 22,500 $3.4M
Peddock Capital Advisors, LLC 0.86% Reduce -8.9% 22,415 $3.3M
Paloma Partners Management Co 0.36% Reduce -11.0% 22,361 $3.3M
Trust Co. of Oklahoma 1.16% Add +3.3% 22,247 $3.3M
Forge First Asset Management Inc. 1.40% Reduce -4.1% 22,200 $3.3M
Avantax Advisory Services, Inc. 0.02% Add +133.8% 22,064 $3.3M
Man Group plc 0.01% Add +33.5% 22,044 $3.3M
Capital Analysts, LLC 0.14% Add +6.6% 21,990 $3.3M
Moors & Cabot, Inc. 0.17% Reduce -2.6% 21,950 $3.3M
Baldwin Investment Management, LLC 0.45% Reduce -0.1% 21,945 $3.3M
Anderson Hoagland & Co. 0.34% Reduce -12.5% 21,630 $3.3M
Horizon Investment Services, LLC 1.54% Add +0.3% 21,918 $3.3M
NEOS Investment Management LLC 0.13% Add +46.7% 21,899 $3.3M
Public Sector Pension Investment Board 0.02% Add +62.6% 21,739 $3.2M
Achmea Investment Management B.V. 0.06% No change 21,568 $3.2M
Cornerstone Advisors, LLC 0.13% Reduce -31.1% 21,500 $3.2M
Birch Capital Management, LLC 1.66% Add +3.1% 21,433 $3.2M
Y-Intercept (Hong Kong) Ltd 0.17% New 21,408 $3.2M
Prelude Capital Management, LLC 0.27% Reduce -9.4% 21,338 $3.2M
Verition Fund Management LLC 0.03% Add +264.6% 21,192 $3.2M
NewEdge Advisors, LLC 0.02% Reduce -14.8% 21,183 $3.2M
Wisconsin Capital Management LLC 1.59% Add +39.7% 21,105 $3.1M
First Trust Direct Indexing L.P. 0.19% Add +23.5% 20,895 $3.1M
OMERS ADMINISTRATION Corp 0.03% New 20,831 $3.1M
Private Advisor Group, LLC 0.02% Add +4.4% 20,821 $3.1M
Hohimer Wealth Management, LLC 0.72% Reduce -2.9% 20,734 $3.1M
Plato Investment Management Ltd 0.29% Add +1.0% 20,711 $3.1M
SYSTM Wealth Solutions LLC 0.68% Add +35.4% 20,582 $3.1M
Mission Wealth Management, LP 0.08% Add +0.3% 20,536 $3.1M
Norinchukin Bank, The 0.09% Add +2.5% 20,532 $3.1M
Park Avenue Securities LLC 0.04% Add +8.6% 20,524 $3.1M
Siemens Fonds Invest GmbH 0.23% Reduce -0.5% 20,461 $3.0M
Acadian Asset Management LLC 0.01% Reduce -64.0% 20,405 $3.0M
Apollon Wealth Management, LLC 0.09% Add +13.6% 20,286 $3.0M
Empirical Finance, LLC 0.19% Reduce -6.1% 20,276 $3.0M
Albert D Mason Inc. 2.04% Add +0.0% 20,266 $3.0M
Praxis Investment Management Inc. 0.21% No change 19,746 $3.0M
Davidson Capital Management Inc. 0.93% Add +10.3% 20,203 $3.0M
Campbell Newman Asset Management Inc. 0.24% Reduce -0.1% 20,192 $3.0M
Ellenbecker Investment Group 0.60% No change 20,132 $3.0M
Eads & Heald Wealth Management 1.45% Reduce -3.9% 20,100 $3.0M
Chartwell Investment Partners, LLC 0.10% Reduce -0.9% 20,035 $3.0M
Altrafin AG 1.10% No change 20,000 $3.0M
BDF-Gestion 0.29% — 20,000 $3.0M
Investment Research & Advisory Group, Inc. 1.30% Add +2.3% 19,658 $2.9M
Atlantic Edge Private Wealth Management, LLC 0.98% Reduce -0.7% 19,595 $2.9M
LaFleur & Godfrey LLC 0.43% Reduce -2.4% 19,461 $2.9M
CPC Advisors, LLC 0.48% Add +7.4% 19,409 $2.9M
Trinity Financial Advisors LLC 1.29% No change 19,376 $2.9M
KLCM Advisors, Inc. 0.35% No change 19,223 $2.9M
CENTRAL TRUST Co 0.07% Reduce -4.6% 19,210 $2.9M
Raymond James Trust N.A. 0.07% Add +0.7% 19,207 $2.9M
Penobscot Investment Management Company, Inc. 0.28% Add +37.1% 19,177 $2.9M
Investment Management Corp of Ontario 0.08% Add +21.6% 19,143 $2.9M
Schonfeld Strategic Advisors LLC 0.02% Reduce -91.6% 19,111 $2.8M
Lombard Odier Asset Management (Switzerland) SA 0.29% Reduce -6.2% 18,947 $2.8M
Marex Group Ltd 0.08% No change 18,889 $2.8M
Silphium Asset Management Ltd 1.35% No change 18,888 $2.8M
Kentucky Retirement Systems Insurance Trust Fund 0.19% Reduce -4.7% 18,872 $2.8M
Gabelli Funds LLC 0.02% Reduce -5.5% 18,800 $2.8M
Robinson Value Management, Ltd. 1.94% Reduce -4.9% 18,700 $2.8M
B. Riley Wealth Advisors, Inc. 0.07% Add +4.5% 18,668 $2.8M
Northwestern Mutual Investment Management Company, LLC 0.07% Reduce -2.2% 18,621 $2.8M
Barry Investment Advisors, LLC 0.93% Reduce -6.4% 18,613 $2.8M
Atria Wealth Solutions, Inc. 0.03% Add +2.7% 18,542 $2.8M
Bridges Investment Management Inc. 0.04% Add +173.2% 18,507 $2.8M
Hall Laurie J Trustee 0.96% Reduce -0.1% 18,455 $2.8M
Bleakley Financial Group, LLC 0.08% Add +3.5% 18,399 $2.7M
Simplicity Wealth,LLC 0.06% Add +3.8% 18,397 $2.7M
Berger Financial Group, Inc 0.22% Add +0.1% 18,340 $2.7M
Axxcess Wealth Management, LLC 0.07% Reduce -3.9% 18,245 $2.7M
Savant Capital, LLC 0.03% Add +3.3% 17,913 $2.7M
Argyle Capital Management, LLC 1.07% Reduce -3.9% 17,488 $2.6M
Edgestream Partners, L.P. 0.12% Add +779.8% 17,324 $2.6M
Portfolio Design Labs, LLC 0.79% Add +21.0% 17,262 $2.6M
Twin Capital Management Inc. 0.30% Add +0.3% 17,229 $2.6M
Nomura Holdings Inc. 0.02% Add +259.0% 17,205 $2.6M
Magellan Asset Management Ltd 0.02% No change 17,175 $2.6M
Harbor Capital Advisors, Inc. 0.19% Add +8.9% 17,139 $2.6M
GTS Securities LLC 0.05% Add +43.4% 17,005 $2.5M
Pinnacle Associates Ltd. 0.04% Add +0.0% 16,910 $2.5M
Advisors Preferred, LLC 0.43% New 17,042 $2.5M
WESCAP Management Group, Inc. 0.70% No change 16,624 $2.5M
Vident Advisory, LLC 0.07% Add +34.6% 16,571 $2.5M
United Services Automobile Association 0.06% Reduce -0.7% 16,534 $2.5M
Buckingham Strategic Wealth, LLC 0.03% Reduce -5.6% 16,520 $2.5M
Turtle Creek Asset Management Inc. 0.06% Add +13.8% 16,500 $2.5M
First Horizon Advisors, Inc. 0.07% Reduce -3.0% 16,444 $2.5M
Alpine Woods Capital Investors, LLC 0.38% Reduce -0.3% 16,375 $2.4M
Laurion Capital Management LP 0.08% New 16,363 $2.4M
Sumitomo Life Insurance Co. 0.06% Add +355.0% 16,151 $2.4M
AE Wealth Management LLC 0.02% Add +176.4% 16,136 $2.4M
North Star Investment Management Corp. 0.18% No change 16,018 $2.4M
Citadel Advisors 0.00% New 15,961 $2.4M
Arvest Investments, Inc. 0.38% Reduce -0.7% 15,871 $2.4M
Squarepoint Ops LLC 0.01% Reduce -2.6% 15,856 $2.4M
Fiduciary Family Office, LLC 0.93% Add +3.4% 15,849 $2.4M
Aviso Financial Inc. 0.13% — 15,831 $2.4M
Ostrum Asset Management 0.20% Add +1.6% 15,686 $2.3M
HighVista Strategies LLC 0.85% Add +22.9% 15,553 $2.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.19% Reduce -1.9% 15,509 $2.3M
Integrated Wealth Concepts LLC 0.03% Add +14.0% 15,388 $2.3M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +3.2% 15,310 $2.3M
Caprock Group, LLC 0.09% Add +15.9% 15,250 $2.3M
Fairbanks Capital Management, Inc. 1.49% Add +1.5% 15,226 $2.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +267.7% 15,190 $2.3M
Meeder Advisory Services, Inc. 0.16% Add +58.4% 15,063 $2.2M
Palisade Asset Management, LLC 0.23% No change 15,002 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.11% Reduce -2.3% 14,952 $2.2M
Kendall Capital Management 0.74% Add +1.6% 14,878 $2.2M
Burney Co./ 0.08% Reduce -0.6% 14,863 $2.2M
Susquehanna Fundamental Investments, LLC 0.05% New 14,800 $2.2M
Harbor Investment Advisory, LLC 0.23% Reduce -0.5% 14,515 $2.2M
Engineers Gate Manager LP 0.05% New 14,506 $2.2M
Palumbo Wealth Management LLC 0.91% Add +7.9% 14,440 $2.2M
UMB Bank, n.a. 0.04% Reduce -1.2% 14,421 $2.1M
Cooper Financial Group 0.32% Add +542.0% 14,399 $2.1M
SpiderRock Advisors, LLC 0.06% Add +47.3% 14,326 $2.1M
Hamilton Capital Partners Inc. 0.23% Add +15.0% 14,297 $2.1M
Harrell Investment Partners, LLC 0.61% Add +1.5% 14,184 $2.1M
Liontrust Investment Partners LLP 0.03% Reduce -91.3% 14,109 $2.1M
DAVENPORT & Co LLC 0.01% Add +0.6% 14,080 $2.1M
Legato Capital Management LLC 0.28% Reduce -18.3% 13,893 $2.1M
Passumpsic Savings Bank 1.48% Reduce -28.9% 13,871 $2.1M
Mgo One Seven LLC 0.10% Reduce -5.6% 13,863 $2.1M
Fayez Sarofim & Co 0.01% Add +3.0% 13,844 $2.1M
Signaturefd, LLC 0.04% Add +0.6% 13,803 $2.1M
Thoroughbred Financial Services, LLC 0.14% Add +63.8% 13,758 $2.0M
Sequoia Financial Advisors, LLC 0.02% Add +4.0% 13,616 $2.0M
Buttonwood Financial Advisors Inc. 0.96% Reduce -4.6% 13,605 $2.0M
Cullen Investment Group, LTD. 0.32% Add +0.3% 13,542 $2.0M
Weiss Asset Management LP 0.16% New 13,484 $2.0M
Wedbush Securities Inc. 0.07% Reduce -3.6% 13,475 $2.0M
Comprehensive Financial Consultants Institutional, Inc. 0.79% Add +5.0% 13,470 $2.0M
Roundview Capital LLC 0.16% Add +2.2% 13,422 $2.0M
Mill Creek Capital Advisors, LLC 0.05% Add +0.6% 13,414 $2.0M
Hardy Reed LLC 0.20% New 13,378 $2.0M
Veracity Capital LLC 0.83% Reduce -3.2% 13,358 $2.0M
Newman Dignan & Sheerar, Inc. 0.51% Add +1.7% 13,327 $2.0M
MTM Investment Management, LLC 0.81% Reduce -1.0% 13,312 $2.0M
Baron Capital (BAMCO) 0.01% Add +0.7% 13,300 $2.0M
Ashton Thomas Private Wealth, LLC 0.11% Reduce -3.0% 13,249 $2.0M
Howland Capital Management LLC 0.09% No change 13,158 $2.0M
Symmetry Investments LP 0.25% New 13,156 $2.0M
Oliver Lagore Vanvalin Investment Group 0.56% Add +24.0% 13,140 $2.0M
Lido Advisors, LLC 0.02% Add +21.1% 13,088 $2.0M
Dakota Wealth Management 0.05% Add +1.1% 13,079 $1.9M
Covey Capital Advisors, LLC 2.24% Add +12.5% 13,007 $1.9M
Olstein Capital Management, L.P. 0.34% New 13,000 $1.9M
Alps Advisors Inc. 0.01% Add +4.7% 12,967 $1.9M
Yarbrough Capital, LLC 0.08% No change 12,960 $1.9M
Burke & Herbert Bank & Trust Co. 0.47% New 12,935 $1.9M
Wahed Invest LLC 0.39% Add +10.9% 12,921 $1.9M
Annex Advisory Services, LLC 0.07% Reduce -0.1% 12,872 $1.9M
Analyst IMS Investment Management Services Ltd. 0.08% Add +4.0% 12,770 $1.9M
Main Street Financial Solutions, LLC 0.18% Add +2.4% 12,752 $1.9M
Coldstream Capital Management Inc. 0.05% Add +4.3% 12,653 $1.9M
Sabal Trust CO 0.11% Add +33.1% 12,638 $1.9M
Citizens Financial Group Inc. 0.04% Add +3.2% 12,602 $1.9M
GLOBALT Investments LLC / GA 0.07% Add +0.2% 12,479 $1.9M
Summit Trail Advisors, LLC 0.05% Reduce -2.4% 12,443 $1.9M
EP Wealth Advisors, LLC 0.02% Add +1.9% 12,276 $1.8M
Private Capital Advisors, Inc. 0.20% No change 12,250 $1.8M
City Holding Co. 0.27% Add +17.3% 12,210 $1.8M
GAMMA Investing LLC 0.25% Add +24.8% 12,187 $1.8M
Sawyer & Company, Inc 0.72% Add +1.4% 12,144 $1.8M
Maxwell Wealth Strategies Inc. 0.89% Add +0.7% 12,140 $1.8M
Greenleaf Trust 0.02% Add +0.2% 12,071 $1.8M
Kovack Advisors, Inc. 0.20% No change 12,067 $1.8M
Wolf Group Capital Advisors 0.71% Reduce -10.2% 12,015 $1.8M
Barbara Oil Co. 0.78% No change 12,000 $1.8M
Wealthspire Advisors, LLC 0.02% Reduce -0.7% 11,965 $1.8M
Central Valley Advisors, LLC 0.76% Add +2.2% 11,138 $1.8M
Jackson Hole Capital Partners, LLC 0.39% Reduce -3.6% 11,818 $1.8M
Elevatus Welath Management 0.66% Reduce -52.9% 11,790 $1.8M
Harvey Capital Management Inc. 0.46% Reduce -1.7% 11,770 $1.8M
Midwest Professional Planners, LTD. 0.58% Add +1.4% 11,736 $1.7M
Greenland Capital Management LP 0.38% New 11,705 $1.7M
Secure Asset Management, LLC 0.33% Add +30.2% 11,593 $1.7M
Benchmark Investment Advisors LLC 1.25% Reduce -2.7% 11,576 $1.7M
Tiaa Trust, National Association 0.01% Add +0.3% 11,566 $1.7M
V-Square Quantitative Management LLC 0.28% Reduce -3.5% 11,564 $1.7M
WealthShield Partners, LLC 0.26% Add +5.7% 11,486 $1.7M
Benjamin F. Edwards & Company, Inc. 0.03% Reduce -4.6% 11,473 $1.7M
Chilton Investment Co. Inc. 0.05% Reduce -5.7% 11,375 $1.7M
Vestcor Inc 0.06% No change 11,357 $1.7M
Mirabella Financial Services LLP 0.14% New 11,262 $1.7M
Concurrent Investment Advisors, LLC 0.06% Reduce -2.4% 11,237 $1.7M
Central Pacific Bank - Trust Division 0.21% Add +3.0% 11,209 $1.7M
AdvisorNet Financial, Inc 0.15% Add +0.1% 11,078 $1.7M
Knollwood Investment Advisory, LLC 0.18% Add +22.2% 11,056 $1.6M
Exchange Traded Concepts, LLC 0.04% Reduce -25.4% 10,986 $1.6M
Boston Partners 0.00% Add +21.3% 10,977 $1.6M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -58.6% 10,936 $1.6M
Bray Capital Advisors 0.41% Add +0.3% 10,898 $1.6M
Dynamic Technology Lab Private Ltd 0.18% New 10,833 $1.6M
Duncker Streett & Co. Inc. 0.31% No change 10,834 $1.6M
Qtron Investments LLC 0.23% Add +19.9% 10,828 $1.6M
Bokf, NA 0.03% Reduce -11.4% 10,816 $1.6M
Lanark Financial, Inc. 0.15% Reduce -1.1% 10,798 $1.6M
Moloney Securities Asset Management, LLC 0.23% Reduce -0.7% 10,786 $1.6M
Balyasny Asset Management L.P. 0.00% Reduce -80.9% 10,753 $1.6M
XTX Topco Ltd 0.14% New 10,712 $1.6M
University of Texas/Texas Am Investment Management Co. 0.31% New 10,706 $1.6M
Signature Wealth Management Group 0.70% Add +4.4% 10,699 $1.6M
Global Retirement Partners, LLC 0.05% Add +7.0% 10,617 $1.6M
Jacobi Capital Management LLC 0.14% Add +1.7% 10,582 $1.6M
Scotia Capital Inc. 0.01% Reduce -17.8% 10,559 $1.6M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -9.7% 10,453 $1.6M
Redwood Investment Management, LLC 0.13% Reduce -0.3% 9,937 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +79.2% 10,395 $1.5M
Carrera Capital Advisors 0.50% — 10,321 $1.5M
Delphi Management Inc. 1.25% Reduce -7.3% 10,271 $1.5M
Embree Financial Group 0.29% Reduce -0.2% 10,250 $1.5M
Pitcairn Co. 0.09% Add +4.0% 10,224 $1.5M
DORCHESTER WEALTH MANAGEMENT Co 0.29% Add +1.8% 10,222 $1.5M
DoubleLine ETF Adviser LP 0.40% Reduce -3.5% 10,087 $1.5M
Palouse Capital Management, Inc. 1.00% Reduce -1.9% 10,043 $1.5M
Harbour Investments, Inc. 0.05% Add +1.2% 9,989 $1.5M
ICW Investment Advisors LLC 0.67% Reduce -2.1% 9,964 $1.5M
Independent Advisor Alliance 0.05% Add +19.1% 9,941 $1.5M
Unique Wealth, LLC 0.39% Add +29.0% 9,875 $1.5M
Johnson Investment Counsel Inc. 0.02% Reduce -1.1% 9,820 $1.5M
Manchester Capital Management LLC 0.18% No change 9,782 $1.5M
Montecito Bank & Trust 0.30% No change 9,750 $1.5M
Kestra Private Wealth Services, LLC 0.03% Add +22.9% 9,744 $1.5M
Focus Financial Network, Inc. 0.06% Add +11.2% 9,079 $1.4M
Smithfield Trust Co 0.07% Reduce -1.0% 9,623 $1.4M
Ifrah Financial Services, Inc. 0.40% Reduce -9.0% 9,539 $1.4M
Lester Murray Antman dba SimplyRich 0.44% No change 9,418 $1.4M
Merit Financial Group, LLC 0.03% Reduce -12.2% 9,364 $1.4M
Lionsbridge Wealth Management LLC 1.11% Reduce -0.5% 9,295 $1.4M
First Interstate Bank 0.09% Reduce -0.8% 9,280 $1.4M
Level Four Advisory Services, LLC 0.06% Add +42.3% 9,261 $1.4M
Moody National Bank Trust Division 0.11% Reduce -0.0% 9,192 $1.4M
Seven Eight Capital, LP 0.14% New 9,183 $1.4M
PGIM Custom Harvest LLC 0.03% Add +4.3% 9,061 $1.4M
Bayesian Capital Management, LP 0.15% New 9,000 $1.3M
Callahan Advisors, LLC 0.14% Reduce -5.3% 8,985 $1.3M
HighPoint Advisor Group LLC 0.08% Add +1.4% 8,203 $1.3M
Equitable Holdings, Inc. 0.01% Add +18.3% 8,875 $1.3M
Arcataur Capital Management LLC 0.47% Reduce -0.3% 8,854 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +3.9% 8,854 $1.3M
Lindbrook Capital, LLC 0.12% Add +51.6% 8,846 $1.3M
Ferguson Wellman Capital Management, Inc. 0.03% No change 8,818 $1.3M
Wayfinding Financial, LLC 0.74% Reduce -0.1% 8,822 $1.3M
Profund Advisors LLC 0.05% Reduce -4.6% 8,813 $1.3M
Key Financial Inc 0.31% No change 8,812 $1.3M
Regal Investment Advisors LLC 0.09% Add +5.3% 8,767 $1.3M
Archford Capital Strategies, LLC 0.21% Add +1.8% 8,736 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +27.8% 8,705 $1.3M
Freestone Capital Holdings, LLC 0.05% Reduce -0.3% 8,704 $1.3M
Empowered Funds, LLC 0.02% Add +14.1% 8,702 $1.3M
Horizon Investments, LLC 0.04% Reduce -7.3% 8,701 $1.3M
Flputnam Investment Management Co. 0.02% New 8,484 $1.3M
Lebenthal Global Advisors, LLC 0.28% Reduce -2.5% 8,459 $1.3M
Granite Investment Partners, LLC 0.05% No change 8,440 $1.3M
Addison Advisors LLC 0.40% No change 8,397 $1.3M
Moneta Group Investment Advisors LLC 0.02% Add +3.5% 8,383 $1.2M
Lederer & Associates Investment Counsel 0.90% Reduce -4.6% 8,372 $1.2M
Arax Advisory Partners 0.12% Add +1.8% 8,263 $1.2M
Semmax Financial Advisors Inc. 0.37% Add +14.3% 7,547 $1.2M
Integral Investment Advisors, Inc. 0.45% Add +25.9% 8,200 $1.2M
Fox Run Management, L.L.C. 0.23% Add +182.1% 8,096 $1.2M
Williams Jones Wealth Management, LLC. 0.01% No change 8,065 $1.2M
Brown Brothers Harriman & Co. 0.01% Reduce -6.4% 8,047 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +1.3% 8,012 $1.2M
AlTi Global, Inc. 0.03% Add +538.4% 8,005 $1.2M
Synergy Asset Management, LLC 0.19% Add +24.3% 7,980 $1.2M
Dean Investment Associates, LLC 0.17% Reduce -6.7% 7,969 $1.2M
Ballentine Partners, LLC 0.02% Add +11.2% 7,961 $1.2M
Composition Wealth, LLC 0.03% Add +4.8% 7,918 $1.2M
WASHINGTON TRUST Co 0.04% Reduce -10.7% 7,895 $1.2M
Haverford Trust Co 0.01% Add +520.7% 7,796 $1.2M
IFP Advisors, Inc 0.05% Add +4.0% 7,778 $1.2M
Annis Gardner Whiting Capital Advisors, LLC 0.33% Reduce -3.4% 7,769 $1.2M
Sciencast Management LP 0.40% New 7,765 $1.2M
JGP Wealth Management, LLC 0.17% Add +3.9% 7,765 $1.2M
Beacon Bridge Wealth Partners, LLC 0.53% Reduce -4.8% 7,752 $1.2M
Anchor Capital Advisors LLC 0.03% Reduce -4.1% 7,715 $1.1M
SVB Wealth LLC 0.03% Reduce -22.9% 7,698 $1.1M
CreativeOne Wealth, LLC 0.06% Reduce -9.1% 7,683 $1.1M
Intelligence Driven Advisers, LLC 0.16% Add +0.2% 7,681 $1.1M
AAFMAA Wealth Management & Trust LLC 0.56% New 7,635 $1.1M
First Nebraska Trust Co 0.12% No change 7,635 $1.1M
Unique Wealth Strategies, LLC 0.53% No change 7,108 $1.1M
Stevard, LLC 0.98% No change 7,600 $1.1M
CHICAGO TRUST Co NA 0.23% Add +0.6% 7,585 $1.1M
Court Place Advisors, LLC 0.35% Add +10.4% 7,558 $1.1M
True North Advisors, LLC 0.30% Reduce -0.1% 7,558 $1.1M
Gould Capital, LLC 0.79% Add +2.4% 7,551 $1.1M
Legend Financial Advisors, Inc. 0.80% No change 7,526 $1.1M
Empower Advisory Group, LLC 0.00% Add +137.5% 7,509 $1.1M
Meritage Portfolio Management 0.07% No change 7,493 $1.1M
Peoples Bank 0.58% Reduce -1.8% 7,450 $1.1M
Abacus Planning Group, Inc. 0.22% Add +0.5% 7,445 $1.1M
CSS LLC 0.24% Add +10.4% 7,400 $1.1M
Trust Asset Management LLC 0.09% No change 7,400 $1.1M
Spinnaker Trust 0.07% No change 7,371 $1.1M
Farther Finance Advisors, LLC 0.05% Add +259.3% 7,456 $1.1M
Wesbanco Bank Inc. 0.04% Add +9.5% 7,343 $1.1M
Groupama Asset Managment 0.01% Add +96.6% 7,325 $1.1M
Quantitative Investment Management, LLC 0.12% New 7,138 $1.1M
Legacy Trust 0.26% Reduce -0.7% 7,112 $1.1M
RDA Financial Network 0.35% Add +0.1% 7,070 $1.1M
Avantax Planning Partners, Inc. 0.03% New 7,053 $1.1M
Brown Capital Management LLC 0.02% Add +0.1% 7,042 $1.0M
Transcend Capital Advisors, LLC 0.08% Add +47.4% 6,958 $1.0M
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +34.0% 6,940 $1.0M
Tectonic Advisors LLC 0.07% Add +7.3% 6,888 $1.0M
Bowman & Co S.C. 0.59% Add +8.7% 6,844 $1.0M
HBK Sorce Advisory LLC 0.04% Reduce -2.7% 6,841 $1.0M
Argonautica Private Wealth Management, Inc. 0.35% No change 6,828 $1.0M
VeraBank, N.A. 0.32% No change 6,805 $1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -28.3% 6,785 $1.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -38.6% 6,788 $1.0M
USA Financial Formulas 0.16% Add +7.8% 6,776 $1.0M
Fifth Third Wealth Advisors LLC 0.08% Add +427.9% 6,757 $1.0M
Ridgepath Capital Management LLC 0.99% No change 6,748 $1.0M
Legacy Advisors, LLC 0.12% Add +11.0% 6,735 $1.0M
Occudo Quantitative Strategies LP 0.18% New 6,695 $998K
Boston Family Office LLC 0.07% Add +57.9% 6,672 $994K
Capital International Sarl 0.03% Add +124.1% 6,645 $990K
Smith, Moore & Co. 0.10% Add +13.8% 6,632 $988K
Quadrant Capital Group LLC 0.07% Add +9.1% 6,588 $982K
Voya Financial Advisors, Inc. 0.11% Add +4.5% 6,581 $981K
NorthRock Partners, LLC 0.04% Add +4.1% 6,561 $978K
NBT Bank, N.A. 0.07% Reduce -8.1% 6,510 $970K
Taikang Asset Management (Hong Kong) Co Ltd 0.15% Reduce -35.0% 6,500 $969K
Bartlett & Co. Wealth Management LLC 0.01% No change 6,460 $963K
Koshinski Asset Management, Inc. 0.09% Reduce -19.3% 6,344 $959K
Financial Advocates Investment Management 0.06% Reduce -27.6% 6,429 $958K
Central Bank & Trust Co. 0.13% No change 6,423 $957K
CoreFirst Bank & Trust 0.64% No change 6,400 $954K
Lake Street Advisors Group, LLC 0.05% Reduce -0.7% 6,399 $954K
Institute for Wealth Management, LLC. 0.13% No change 6,389 $952K
Patriot Financial Group Insurance Agency, LLC 0.14% Add +17.1% 6,381 $951K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.36% No change 6,380 $951K
Nicolet Bankshares Inc. 0.20% Reduce -3.5% 6,359 $948K
Certified Advisory Corp 0.12% Reduce -0.3% 6,320 $942K
Landaas & Co. /Wi 0.29% No change 6,313 $941K
Wintrust Investments LLC 0.08% Add +0.3% 6,288 $937K
Schechter Investment Advisors, LLC 0.07% Add +2.0% 6,250 $932K
Townsend Asset Management Corp. /NC/ 0.36% No change 6,245 $931K
Atlas Capital Advisors Inc. 0.12% Reduce -1.3% 6,229 $928K
Aurora Investment Counsel 0.55% Reduce -10.2% 6,226 $928K
Portman Square Capital LLP 0.72% New 6,212 $926K
Copperwynd Financial, LLC 0.30% Add +4.6% 5,651 $924K
Wright Investors Service Inc. 0.24% Add +97.8% 6,175 $920K
Eukles Asset Management 0.40% Reduce -0.2% 6,163 $919K
Ameritas Investment Partners, Inc. 0.03% Reduce -5.2% 6,157 $918K
GAMCO Investors 0.01% Add +13.9% 6,150 $917K
Cigna Investments Inc. 0.17% Reduce -3.6% 6,112 $911K
Maia Wealth LLC 0.27% — 5,858 $910K
Florida Trust Wealth Management Co 0.03% Reduce -30.2% 6,081 $906K
Wunderlich Capital Managemnt 0.40% Add +9.4% 6,021 $897K
Stratos Wealth Partners, LTD. 0.01% Reduce -21.5% 5,976 $891K
Boston Trust Walden Corp 0.01% Reduce -0.7% 5,975 $891K
Prentiss Smith & Co. Inc. 0.62% Reduce -0.5% 5,957 $888K
Stonebrook Private Inc. 0.26% Reduce -0.9% 5,956 $888K
Johnson Financial Group, Inc. 0.04% Add +23.4% 5,943 $886K
Smartleaf Asset Management LLC 0.14% Add +33.9% 5,935 $885K
Freedom Investment Management, Inc. 0.07% Add +15.3% 5,924 $883K
Beacon Pointe Advisors, LLC 0.01% Reduce -4.7% 5,917 $882K
Frank, Rimerman Advisors LLC 0.06% Add +36618.8% 5,875 $876K
Rehmann Capital Advisory Group 0.06% Reduce -4.2% 5,865 $874K
Kingsview Wealth Management, LLC 0.02% Reduce -0.4% 5,843 $871K
Kowal Investment Group, LLC 0.17% Reduce -0.5% 5,820 $867K
Martingale Asset Management L P 0.02% Reduce -17.4% 5,810 $866K
Boston Common Asset Management, LLC 0.02% No change 5,804 $865K
Financial Insights, Inc. 0.24% Reduce -3.3% 5,803 $865K
Nicolet Advisory Services, LLC 0.08% Add +3.6% 5,808 $865K
Integrated Advisors Network LLC 0.04% Reduce -3.8% 5,749 $857K
Mutual Advisors, LLC 0.03% Add +0.5% 5,217 $849K
Okabena Investment Services Inc. 0.27% Reduce -21.4% 5,689 $848K
Shepherd Financial Partners LLC 0.11% No change 5,622 $838K
Elevation Point Wealth Partners, LLC 0.07% Add +20.1% 5,589 $833K
Parsons Capital Management Inc. 0.06% Reduce -0.9% 5,525 $823K
United Community Bank 0.33% Reduce -5.7% 5,500 $820K
Syon Capital LLC 0.07% Add +1.7% 5,468 $815K
Wedmont Private Capital 0.05% Add +8.0% 5,289 $810K
First American Trust, FSB 0.08% Add +2.2% 5,425 $809K
Parallel Advisors, LLC 0.02% Add +21.5% 5,416 $807K
DRW Securities, LLC 0.05% New 5,431 $805K
LVM Capital Management Ltd. 0.09% Reduce -0.5% 5,400 $805K
Modera Wealth Management, LLC 0.01% Reduce -0.5% 5,374 $801K
Aigen Investment Management, LP 0.16% New 5,367 $800K
Banco BTG Pactual S.A. 0.20% New 4,868 $796K
First Citizens Bank & Trust Co. 0.01% Reduce -4.9% 5,324 $793K
Evergreen Capital Management LLC 0.03% Add +2.5% 5,317 $792K
SlateStone Wealth, LLC 0.09% Reduce -0.8% 5,308 $791K
17 Capital Partners, LLC 0.56% Add +105.2% 5,257 $784K
Cape Investment Advisory, Inc. 0.35% Add +2.1% 5,202 $775K
Whittier Trust Co. 0.01% Add +0.3% 5,187 $773K
Forum Financial Management, LP 0.01% Add +0.1% 5,158 $769K
Beacon Financial Group 0.09% Reduce -8.0% 5,138 $766K
CFO4Life Group, LLC 0.14% Add +0.8% 5,118 $763K
iSAM Funds (UK) Ltd 0.57% New 5,111 $762K
Forbes J M & Co. LLP 0.08% No change 5,096 $760K
SkyView Investment Advisors, LLC 0.13% Add +12.5% 5,052 $753K
Parallax Volatility Advisers, L.P. 0.02% Reduce -78.3% 5,008 $746K
TRUE Private Wealth Advisors 0.08% Add +2.3% 4,976 $742K
GM Advisory Group, LLC 0.05% No change 4,944 $737K
Convergence Financial, LLC 0.19% New 4,917 $733K
iA Global Asset Management Inc. 0.01% Add +68.0% 4,902 $731K
Baader Bank Aktiengesellschaft 0.06% Add +2.6% 4,916 $729K
Westbourne Investment Advisors, Inc. 0.26% No change 4,815 $718K
Crumly & Associates Inc. 0.21% Reduce -0.6% 4,800 $715K
Paragon Capital Management Ltd 0.13% No change 4,800 $715K
Sandy Cove Advisors, LLC 0.32% Reduce -0.1% 4,791 $714K
Chesapeake Wealth Management 0.26% Reduce -2.2% 4,783 $713K
Principle Wealth Partners LLC 0.05% Reduce -3.6% 4,763 $710K
Neumann Capital Management, LLC 0.24% Add +4.4% 4,740 $706K
Ellis Investment Partners, LLC 0.15% No change 4,739 $706K
Truvestments Capital LLC 0.28% Add +16.3% 4,727 $705K
Capital Investment Advisors, LLC 0.02% Add +1.2% 4,720 $703K
9258 Wealth Management, LLC 0.11% Add +10.1% 4,716 $703K
Blueshift Asset Management, LLC 0.23% New 4,681 $698K
Magnolia Capital Advisors LLC 0.39% New 4,679 $697K
1ST Source Bank 0.04% No change 4,655 $694K
Ariel Investments 0.01% Add +0.5% 4,642 $692K
Roberts Glore & Co. Inc. 0.21% No change 4,618 $688K
Calydon Capital 0.12% Reduce -3.3% 4,615 $688K
Sigma Planning Corp 0.02% Reduce -3.9% 4,605 $686K
Axq Capital, LP 0.16% New 4,603 $686K
Catalyst Funds Management Pty Ltd 0.18% Reduce -76.9% 4,600 $686K
Drucker Wealth 3.0, LLC 0.18% — 4,598 $685K
Sargent Investment Group, LLC 0.14% Add +132.1% 4,595 $685K
Jump Financial, LLC 0.01% Reduce -7.1% 4,581 $683K
Mystic Asset Management, Inc. 0.27% No change 4,555 $679K
EverSource Wealth Advisors, LLC 0.05% Add +12.4% 4,149 $679K
Condor Capital Management 0.06% Add +0.6% 4,531 $675K
Allworth Financial LP 0.00% Add +24.5% 4,298 $671K
Foundations Investment Advisors, LLC 0.02% Add +1.2% 4,495 $670K
Caldwell Trust Co 0.07% No change 4,483 $668K
Allred Capital Management, LLC 0.26% Add +15.3% 4,477 $667K
Brooklyn Investment Group 0.29% No change 4,207 $667K
Valeo Financial Advisors, LLC 0.02% Add +3.5% 4,470 $666K
Ellevest, Inc. 0.04% Add +5.0% 4,457 $664K
Quantbot Technologies LP 0.03% New 4,437 $661K
Intellectus Partners, LLC 0.18% Reduce -10.6% 4,425 $660K
Sheets Smith Wealth Management 0.08% Reduce -10.4% 4,400 $656K
Riverwater Partners LLC 0.49% Reduce -2.4% 4,399 $656K
Herr Investment Group LLC 0.19% No change 4,376 $652K
Optimum Investment Advisors 0.29% Reduce -5.4% 4,365 $651K
Westpac Banking Corp. 0.05% Reduce -86.8% 4,364 $650K
St Germain D J Co. Inc. 0.03% No change 4,358 $650K
Penbrook Management LLC 0.39% No change 4,330 $645K
First National Bank & Trust Co. of Newtown 0.13% No change 4,280 $638K
Strategic Wealth Partners, Ltd. 0.07% Reduce -10.1% 4,272 $637K
LMR Partners LLP 0.02% Add +12.3% 4,265 $636K
Confluence Wealth Services, Inc. 0.05% Add +5.3% 4,263 $635K
ERn Financial, LLC 0.10% Add +0.1% 4,237 $631K
GPS Wealth Strategies Group, LLC 0.09% Reduce -4.4% 4,220 $629K
Park Place Capital Corp 0.20% Add +44.3% 4,214 $628K
Advisors Capital Management, LLC 0.01% Add +6.7% 4,215 $628K
Citizens National Bank Trust Department 0.14% No change 4,200 $626K
Bank of Stockton 0.20% No change 4,197 $626K
Stonebridge Capital Advisors LLC 0.05% No change 4,187 $624K
Conning Inc. 0.02% Add +2.1% 4,187 $624K
US Asset Management LLC 0.56% Reduce -4.1% 4,190 $624K
Symmetry Partners, LLC 0.03% Add +23.6% 4,188 $624K
First Heartland Consultants, Inc. 0.06% Add +0.2% 4,174 $622K
KFG Wealth Management, LLC 0.25% Add +2.4% 4,170 $621K
Concourse Financial Group Securities, Inc. 0.04% Add +106.2% 4,159 $620K
Clarius Group, LLC 0.04% Add +0.2% 4,149 $618K
HF Advisory Group, LLC 0.32% Add +7.7% 4,148 $618K
Compound Planning, Inc. 0.05% Reduce -5.4% 4,141 $617K
Kintra Wealth, LLC 0.44% Reduce -7.1% 4,140 $617K
Quotient Wealth Partners, LLC 0.02% Add +0.8% 4,082 $608K
KMG Fiduciary Partners, LLC 0.06% No change 4,080 $608K
Williamson Legacy Group, LLC 0.45% New 4,074 $607K
Vista Capital Partners, Inc. 0.08% Add +1.8% 4,072 $607K
Opal Wealth Advisors, LLC 0.19% Reduce -7.7% 4,056 $605K
Accent Capital Management, LLC 0.37% Reduce -0.0% 4,036 $602K
Parkside Financial Bank & Trust 0.09% Add +1.9% 4,023 $600K
Avestar Capital, LLC 0.07% Add +12.0% 4,022 $599K
Outlook Wealth Advisors, LLC 0.19% Reduce -1.5% 4,005 $597K
RBF Capital, LLC 0.03% No change 4,000 $596K
Wilmington Savings Fund Society, FSB 0.02% No change 4,000 $596K
GeoWealth Management, LLC 0.03% Add +1.8% 3,997 $596K
Allen Mooney & Barnes Investment Advisors LLC 0.11% Reduce -0.9% 3,997 $596K
Copperleaf Capital, LLC 0.47% Add +3.0% 3,986 $594K
Legacy Wealth Asset Management, LLC 0.17% Reduce -12.6% 3,980 $593K
Checchi Capital Advisers, LLC 0.05% Reduce -0.2% 3,954 $589K
Bank of Hawaii 0.03% New 3,923 $585K
Madrona Financial Services, LLC 0.18% Reduce -0.1% 3,907 $582K
Freemont Management S.A. 0.34% Reduce -83.3% 3,900 $581K
Alberta Investment Management Corp 0.01% Reduce -68.3% 3,900 $581K
nVerses Capital, LLC 0.35% New 3,900 $581K
Lafayette Investments, Inc. 0.13% Reduce -4.9% 3,874 $577K
Quadcap Wealth Management, LLC 0.10% Reduce -0.0% 3,822 $570K
Alpha Family Trust 0.33% No change 3,805 $567K
Dohj, LLC 0.14% New 3,802 $567K
Legacy Wealth Management, LLC / MS 0.24% Reduce -5.8% 3,800 $566K
Sompo Asset Management Co., Ltd. 0.10% No change 3,800 $566K
Cascade Investment Group, Inc. 0.44% Reduce -19.1% 3,783 $564K
Vista Investment Management 0.23% Reduce -4.7% 3,750 $559K
Citadel Investment Advisory, Inc. 0.32% No change 3,740 $557K
Tributary Capital Management, LLC 0.05% Reduce -23.6% 3,725 $555K
Cullinan Associates Inc. 0.03% No change 3,700 $551K
Boston Financial Mangement LLC 0.02% No change 3,682 $549K
Fidelis Capital Partners, LLC 0.08% Reduce -7.5% 3,508 $548K
Tiemann Investment Advisors, LLC 0.24% Reduce -0.3% 3,645 $543K
Ironsides Asset Advisors, LLC 0.18% Reduce -1.6% 3,635 $542K
D.B. Root & Company, LLC 0.18% New 3,628 $541K
Epic Trust Investment Advisors, LLC 0.59% Add +11.2% 3,614 $539K
Banque Cantonale Vaudoise 0.02% Add +71.7% 3,578 $534K
Miramar Capital, LLC 0.13% New 3,575 $533K
Holderness Investments Co. 0.13% No change 3,565 $531K
World Investment Advisors 0.03% Add +6.4% 3,555 $530K
Chicago Capital, LLC 0.02% Reduce -0.4% 3,551 $529K
LVZ, Inc. 0.07% Add +106.4% 3,550 $529K
Heritage Wealth Advisors 0.02% No change 3,550 $529K
Financial Planning & Information Services, Inc. 0.08% No change 3,548 $529K
Ritholtz Wealth Management 0.02% Add +0.5% 3,543 $528K
Zimmermann Investment Management & Planning LLC 0.18% Add +19.9% 3,527 $526K
Moneco Advisors, LLC 0.08% Add +9.0% 3,512 $523K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 3,480 $519K
MMBG Investment Advisors Co. 0.06% No change 3,450 $514K
Pegasus Partners Ltd. 0.05% Add +18.0% 3,446 $514K
Campbell & CO Investment Adviser LLC 0.04% New 3,446 $514K
Grandfield & Dodd, LLC 0.03% Reduce -2.8% 3,446 $514K
Epiq Partners, LLC 0.35% Add +0.4% 3,421 $510K
Retirement Planning Co of New England, Inc. 0.28% Reduce -13.8% 3,420 $510K
Geller Advisors LLC 0.04% Reduce -1.1% 3,404 $507K
Hoylecohen, LLC 0.04% Reduce -19.3% 3,401 $507K
Waldron Private Wealth LLC 0.02% Reduce -0.5% 3,393 $506K
Insigneo Advisory Services, LLC 0.06% Add +14.8% 3,263 $505K
Twin City Private Wealth, LLC 0.48% Add +9.3% 3,387 $505K
Aspire Private Capital, LLC 0.13% Reduce -52.8% 3,380 $504K
Red Door Wealth Management, LLC 0.09% Add +6.2% 3,377 $503K
Cookson Peirce & Co. Inc. 0.02% Add +0.5% 3,374 $503K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% New 3,359 $500K
Hennion & Walsh Asset Management, Inc. 0.03% Add +10.8% 3,325 $496K
Capital International, Inc. 0.01% Add +8.1% 3,324 $495K
Stevens Capital Management LP 0.17% New 3,323 $495K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -5.7% 3,320 $495K
Wallace Advisory Group, LLC 0.36% Reduce -10.3% 3,317 $494K
Summit Financial, LLC 0.02% Add +68.4% 3,314 $494K
Flagship Harbor Advisors, LLC 0.03% Reduce -8.5% 3,297 $491K
Thrive Wealth Management, LLC 0.10% Add +0.8% 3,289 $490K
Hilltop Holdings Inc. 0.06% Reduce -0.2% 3,264 $486K
ORG Partners LLC 0.06% Add +3016.0% 3,303 $486K
Matisse Capital 0.24% No change 3,248 $484K
Baker Avenue Asset Management, LP 0.02% Reduce -12.3% 3,244 $484K
World Equity Group, Inc. 0.14% No change 3,236 $482K
&partners 0.02% Add +147.0% 3,226 $481K
SkyOak Wealth, LLC 0.11% No change 3,224 $481K
Naples Global Advisors, LLC 0.05% No change 3,211 $479K
CTC Alternative Strategies, Ltd. 0.20% New 3,210 $478K
TD Private Client Wealth LLC 0.01% Add +0.9% 3,206 $478K
Brighton Jones LLC 0.02% Add +25.1% 3,201 $477K
Beacon Financial Advisory LLC 0.18% New 3,188 $475K
Marotta Asset Management 0.10% Add +0.3% 3,211 $472K
Wolverine Trading, LLC 0.01% New 3,165 $472K
First Manhattan Co. Llc. 0.00% Add +74.8% 3,164 $472K
Optas, LLC 0.12% Add +1.6% 3,162 $471K
Clearstead Trust, LLC 0.12% Add +0.9% 3,152 $470K
Legacy Capital Group California, Inc. 0.17% Add +1.1% 3,109 $463K
Pointe Capital Management LLC 0.29% No change 3,102 $462K
Versor Investments LP 0.08% Add +107.5% 3,088 $460K
Obermeyer Wealth Partners 0.03% Add +7.4% 3,081 $459K
Curated Wealth Partners LLC 0.06% — 3,080 $459K
Riverbridge Partners LLC 0.01% No change 3,080 $459K
BSW Wealth Partners 0.08% Add +8.8% 3,069 $457K
Waypoint Capital Advisors, LLC 0.11% Add +1.8% 3,067 $457K
T. Rowe Price Investment Management, Inc. 0.00% Add +51.5% 3,061 $457K
Forte Capital LLC 0.05% No change 3,047 $454K
Hengehold Capital Management LLC 0.05% Add +7.7% 3,047 $454K
CW Advisors, LLC 0.01% Add +40.4% 3,040 $453K
Santori & Peters, Inc. 0.19% Reduce -6.7% 3,031 $452K
Knights of Columbus Asset Advisors LLC 0.03% Reduce -30.7% 3,014 $449K
Cordgrass Capital Advisors, LLC 0.14% Reduce -0.0% 2,978 $444K
One Wealth Advisors, LLC 0.09% Add +11.9% 2,736 $442K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Reduce -0.3% 2,965 $442K
Apeiron RIA LLC 0.14% Reduce -0.2% 2,960 $441K
Perigon Wealth Management, LLC 0.01% Add +24.9% 2,958 $441K
Long Run Wealth Advisors, LLC 0.11% No change 2,943 $439K
Raleigh Capital Management Inc. 0.19% Add +18.6% 2,931 $437K
Callan Family Office, LLC 0.08% New 2,904 $433K
Great Lakes Advisors, LLC 0.00% Add +0.7% 2,901 $432K
Schmidt P J Investment Management Inc. 0.08% No change 2,888 $430K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.0% 2,884 $430K
Mather Group, Llc. 0.01% Add +57.2% 2,674 $427K
PDS Planning, Inc 0.04% Add +1.7% 2,865 $427K
Catalyst Financial Partners LLC 0.09% Add +8.3% 2,858 $426K
Rwa Wealth Partners, LLC 0.01% Add +0.4% 2,848 $424K
CRA Financial Services, LLC 0.09% No change 2,843 $424K
Wambolt & Associates, LLC 0.12% Reduce -1.8% 2,845 $419K
Greatmark Investment Partners, Inc. 0.06% No change 2,785 $415K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +3.8% 2,760 $411K
Kingswood Wealth Advisors, LLC 0.04% Add +4.9% 2,751 $410K
Financial Counselors Inc. 0.01% Reduce -11.1% 2,747 $409K
Colonial Trust Co / SC 0.07% No change 2,741 $408K
PFG Investments, LLC 0.03% No change 2,734 $407K
Wealth Alliance, LLC 0.05% Reduce -32.0% 2,709 $404K
Fort Washington Investment Advisors Inc. 0.00% Add +12.7% 2,705 $403K
Somerset Group LLC 0.36% New 2,700 $402K
Dogwood Wealth Management LLC 0.25% Add +16.6% 2,698 $402K
Arete Wealth Advisors, LLC 0.03% New 2,699 $402K
Essex Financial Services, Inc. 0.03% Add +17.6% 2,508 $402K
Private Trust Co. NA 0.04% Add +2.5% 2,676 $399K
Resonant Capital Advisors, LLC 0.03% Add +6.8% 2,667 $397K
Sentry Investment Management LLC 0.18% Reduce -17.0% 2,654 $396K
Foster & Motley Inc. 0.03% Reduce -11.6% 2,660 $396K
Sandler Capital Management 0.08% No change 2,650 $395K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -2.3% 2,645 $394K
Vise Technologies, Inc. 0.07% Add +88.6% 2,644 $394K
Salem Investment Counselors Inc. 0.01% No change 2,643 $394K
Csenge Advisory Group 0.02% Add +8.2% 2,628 $392K
Everhart Financial Group, Inc. 0.10% Add +9.8% 2,601 $388K
Gen-Wealth Partners Inc 0.19% Add +23.4% 2,592 $386K
Trueblood Wealth Management, LLC 0.22% Add +1.2% 2,577 $384K
Y.D. More Investments Ltd 0.04% Reduce -5.5% 2,577 $384K
First National Bank of Mount Dora, Trust Investment Services 0.09% Reduce -2.8% 2,577 $384K
Verdad Advisers, LP 0.44% Reduce -54.2% 2,568 $383K
CVA Family Office, LLC 0.07% Add +1.0% 2,568 $383K
Venture Visionary Partners LLC 0.02% No change 2,563 $382K
Waterloo Capital, L.P. 0.05% Reduce -18.9% 2,545 $379K
Arkadios Wealth Advisors 0.03% New 2,543 $379K
Northwest Bancshares, Inc. 0.06% Reduce -37.0% 2,541 $379K
Tudor Investment Corporation 0.00% New 2,523 $376K
Pinnacle Wealth Planning Services, Inc. 0.05% No change 2,516 $375K
Leavell Investment Management, Inc. 0.02% Add +4.8% 2,511 $374K
Garden State Investment Advisory Services LLC 0.13% Reduce -9.4% 2,505 $373K
WBH Advisory Inc. 0.04% No change 2,493 $372K
Castleview Partners, LLC 0.21% Add +62.5% 2,484 $370K
Capital Asset Advisory Services LLC 0.02% Reduce -32.6% 2,444 $369K
M3 Advisory Group, LLC 0.30% Add +12.2% 2,474 $369K
Sage Mountain Advisors LLC 0.03% Add +3.0% 2,447 $365K
Janney Capital Management LLC 0.03% No change 2,440 $364K
Cascade Financial Partners, LLC 0.05% No change 2,428 $362K
Peterson Wealth Services 0.13% Add +0.6% 2,427 $362K
Childress Capital Advisors, LLC 0.10% Add +3.1% 2,427 $362K
Kenora Financial, LLC 0.15% Reduce -4.8% 2,412 $359K
CM Wealth Advisors LLC 0.17% No change 2,410 $359K
Corundum Group, Inc. 0.14% No change 2,400 $358K
Meyer Handelman Co. 0.01% No change 2,400 $358K
Group One Trading LLC 0.01% New 2,396 $357K
Connecticut Wealth Management, LLC 0.02% Reduce -2.5% 2,385 $355K
Old National Bancorp 0.01% Reduce -1.2% 2,385 $355K
Mark Sheptoff Financial Planning, LLC 0.20% No change 2,376 $354K
Premier Path Wealth Partners, LLC 0.06% Add +1.3% 2,357 $351K
Andina Capital Management, LLC 0.26% Add +3.1% 2,342 $349K
IHT Wealth Management, LLC 0.01% Add +3.2% 2,321 $349K
Horan Securities, Inc. 0.15% No change 2,332 $348K
Cornell Pochily Investment Advisors, Inc. 0.13% Add +0.1% 2,332 $348K
Sax Wealth Advisors, LLC 0.03% Reduce -4.1% 2,324 $346K
One Wealth Map LLC 0.21% Add +1.1% 2,180 $346K
Fosun International Ltd 0.12% No change 2,313 $345K
Trust Co. of Vermont 0.02% Add +158.0% 2,312 $345K
Center for Financial Planning, Inc. 0.05% Add +1.0% 2,297 $342K
Ipswich Investment Management Co., Inc. 0.08% Reduce -8.0% 2,295 $342K
Adero Partners, LLC 0.02% Reduce -5.2% 2,294 $342K
West Coast Financial LLC 0.04% No change 2,292 $342K
Harvest Fund Management Co., Ltd 0.02% No change 2,286 $341K
Commerzbank Aktiengesellschaft 0.01% Add +6.0% 2,278 $340K
J.W. Cole Advisors, Inc. 0.02% Add +16.3% 2,267 $338K
Trust Point Inc. 0.03% Reduce -13.0% 2,264 $337K
Avitas Wealth Management LLC 0.05% Reduce -5.3% 2,262 $337K
Arrow Financial Corp 0.03% Reduce -2.2% 2,250 $335K
L2 Asset Management, LLC 0.10% Add +7.4% 2,244 $334K
Gryphon Financial Partners LLC 0.05% Add +70.2% 2,237 $333K
Schnieders Capital Management LLC 0.07% Add +29.6% 2,232 $333K
Cornerstone Wealth Group, LLC 0.03% Add +2.0% 2,225 $332K
Steph & Co. 0.11% Reduce -23.4% 2,208 $329K
Cypress Capital Group 0.04% Add +6.7% 2,208 $329K
Kaizen Financial Strategies 0.21% No change 2,016 $329K
Icon Wealth Advisors, LLC 0.03% Add +12.7% 1,994 $326K
Dechtman Wealth Management, LLC 0.07% No change 2,188 $326K
Aveo Capital Partners, LLC 0.04% Reduce -3.8% 2,185 $326K
Proficio Capital Partners LLC 0.03% Reduce -2.2% 2,185 $326K
RMR Wealth Builders 0.04% Reduce -4.2% 2,179 $325K
Oxford Financial Group, LTD. LLC 0.02% Add +1.8% 2,179 $325K
Teza Capital Management LLC 0.04% New 2,177 $324K
Valmark Advisers, Inc. 0.01% Add +46.7% 2,175 $324K
Soltis Investment Advisors LLC 0.03% Add +3.7% 2,169 $323K
Stock Yards Bank & Trust Co. 0.01% Reduce -33.7% 2,167 $323K
Seeds Investor LLC 0.17% Add +30.5% 2,163 $322K
Boit C F David 0.17% No change 2,150 $320K
3Chopt Investment Partners, LLC 0.10% New 2,148 $320K
Aaron Wealth Advisors LLC 0.04% Add +22.1% 2,138 $319K
Fielder Capital Group LLC 0.12% Add +3.3% 2,130 $317K
Enterprise Financial Services Corp 0.19% Reduce -5.9% 2,123 $316K
Keudell/Morrison Wealth Management 0.09% No change 2,118 $316K
Western Wealth Management, LLC 0.02% Add +4.9% 2,116 $315K
Berry Wealth Group, LP 0.25% Add +15.3% 2,109 $314K
Uncommon Cents Investing LLC 0.10% No change 2,100 $313K
Strategic Blueprint, LLC 0.02% Reduce -0.7% 2,098 $313K
Angeles Wealth Management, LLC 0.03% Reduce -12.1% 2,095 $312K
Excalibur Management Corp. 0.13% No change 2,094 $312K
Cowa, LLC 0.16% Reduce -1.8% 2,071 $309K
Cable Hill Partners, LLC 0.03% New 2,069 $308K
Physicians Financial Services, Inc. 0.10% Reduce -0.8% 2,048 $305K
Greenwich Investment Management, Inc. 0.28% Reduce -8.1% 2,043 $304K
CI Investments Inc. 0.00% Reduce -9.2% 2,038 $304K
Legacy Financial Advisors, Inc. 0.05% Reduce -7.6% 2,031 $303K
Claro Advisors Inc. 0.05% Reduce -2.6% 2,022 $301K
Highlander Partners, L.P. 0.20% No change 1,900 $301K
Arden Trust Co 0.04% Reduce -0.1% 2,011 $300K
Biltmore Family Office, LLC 0.05% No change 2,000 $298K
Castleark Management LLC 0.01% No change 2,000 $298K
Drake & Associates, LLC 0.11% New 1,987 $296K
Brass Tax Wealth Management, Inc. 0.06% New 1,987 $296K
West Family Investments, Inc. 0.09% No change 1,982 $295K
Blue Trust, Inc. 0.00% Add +91.3% 1,848 $295K
Keystone Financial Services 0.12% Add +4.2% 1,979 $295K
Nixon Peabody Trust Co. 0.03% Reduce -38.0% 1,975 $294K
Old Port Advisors 0.09% Add +0.5% 1,959 $292K
SageView Advisory Group, LLC 0.02% Reduce -86.6% 1,957 $292K
Boston Mountain Money Management Inc. 0.19% Reduce -2.5% 1,956 $292K
Sky Investment Group LLC 0.06% New 1,945 $290K
Jacobsen Capital Management 0.13% Reduce -2.2% 1,941 $289K
Wealth Management Associates, Inc. 0.14% No change 1,938 $289K
Centaurus Financial, Inc. 0.02% Add +19.4% 1,931 $288K
Carnegie Investment Counsel 0.01% Reduce -24.1% 1,932 $288K
Catalina Capital Group, LLC 0.11% Add +9.2% 1,928 $287K
Allstate Corp. 0.02% No change 1,924 $287K
Sugarloaf Wealth Management, LLC 0.05% No change 1,921 $286K
Waverly Advisors, LLC 0.01% Reduce -3.9% 1,914 $285K
Cullen/Frost Bankers, Inc. 0.00% Add +7.4% 1,910 $285K
Perkins Coie Trust Co 0.07% No change 1,901 $283K
Goldstein Advisors, LLC 0.05% Add +0.4% 1,893 $282K
Marcum Wealth, LLC 0.03% Add +1.7% 1,893 $282K
Palogic Value Management, L.P. 0.12% Add +1.4% 1,885 $281K
Canandaigua National Bank & Trust Co. 0.03% Reduce -7.2% 1,883 $281K
Dearborn Partners LLC 0.01% Add +3.0% 1,879 $280K
CKW Financial Group 0.04% No change 1,900 $280K
Mitchell Sinkler & Starr 0.07% New 1,767 $279K
State of Wyoming 0.05% Add +181.6% 1,867 $278K
Monterey Private Wealth, Inc. 0.10% Add +6.2% 1,848 $275K
Belpointe Asset Management LLC 0.02% Reduce -29.4% 1,842 $275K
Cassaday & Co Wealth Management LLC 0.01% Reduce -12.7% 1,834 $273K
Lodestar Private Asset Management LLC 0.04% No change 1,830 $273K
Alera Investment Advisors, LLC 0.03% New 1,826 $272K
Norris Perne & French LLP 0.02% No change 1,818 $271K
Edge Capital Group, LLC 0.01% No change 1,816 $271K
Cromwell Holdings LLC 0.16% — 1,807 $269K
Security Financial Services, INC. 0.06% Add +0.4% 1,805 $269K
WoodTrust Financial Corp 0.04% Reduce -5.3% 1,807 $269K
Act Two Investors LLC 0.05% New 1,795 $268K
River Street Advisors LLC 0.16% Reduce -3.3% 1,770 $264K
Phillips Wealth Planners LLC 0.28% Reduce -0.9% 1,770 $264K
Trust Co. of Toledo NA 0.04% Add +5.0% 1,763 $263K
LCNB Corp. 0.10% No change 1,760 $262K
Independence Bank of Kentucky 0.07% No change 1,756 $262K
Security National Bank of Sioux City Iowa 0.19% Reduce -1.1% 1,750 $261K
Power Wealth Management LLC 0.12% No change 1,748 $261K
Catalyst Capital Advisors LLC 0.01% Reduce -67.6% 1,745 $260K
Eagle Wealth Strategies LLC 0.21% New 1,744 $260K
BOK Financial Private Wealth, Inc. 0.02% No change 1,741 $259K
Ingalls & Snyder LLC 0.01% Add +1.4% 1,741 $259K
Cutter & CO Brokerage, Inc. 0.06% Reduce -2.4% 1,735 $259K
Harbour Trust & Investment Management Co 0.03% Add +0.8% 1,728 $258K
First Trust Investment Solutions L.P. 0.04% Add +25.4% 1,725 $257K
O'Dell Group, LLC 0.06% No change 1,608 $257K
New Century Financial Group, LLC 0.11% New 1,722 $257K
Richard W. Paul & Associates, LLC 0.10% Reduce -5.0% 1,718 $256K
IVC Wealth Advisors LLC 0.14% Add +0.1% 1,711 $255K
Front Row Advisors LLC 0.09% New 1,708 $255K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,704 $254K
Legacy Financial Group LLC 0.05% No change 1,701 $254K
Boomfish Wealth Group, LLC 0.16% Add +1.3% 1,700 $253K
Union Savings Bank 0.13% No change 1,700 $253K
Allianz SE 0.01% Reduce -83.8% 1,700 $253K
Wellspring Financial Advisors, LLC 0.03% Add +35.1% 1,698 $253K
Sivia Capital Partners, LLC 0.17% Reduce -33.6% 1,696 $253K
Prestige Wealth Management Group LLC 0.05% Add +774.1% 1,687 $251K
Tranquilli Financial Advisor LLC 0.17% Reduce -3.0% 1,701 $250K
Chicago Partners Investment Group LLC 0.01% Reduce -2.4% 1,533 $250K
Richwood Investment Advisors, LLC 0.22% No change 1,675 $250K
Rockland Trust Co. 0.01% No change 1,672 $249K
Alexander Labrunerie & Co., Inc. 0.14% No change 1,668 $249K
Latitude Advisors, LLC 0.15% Add +1.6% 1,667 $248K
Goldstone Financial Group, LLC 0.05% New 1,650 $246K
Prospera Financial Services Inc 0.01% Add +2.3% 1,642 $245K
Stonegate Investment Group, LLC 0.01% No change 1,640 $244K
Prevail Innovative Wealth Advisors, LLC 0.09% Add +0.4% 1,639 $244K
Old Second National Bank of Aurora 0.06% No change 1,631 $243K
Physician Wealth Advisors, Inc. 0.04% New 1,535 $241K
Hourglass Capital, LLC 0.07% No change 1,618 $241K
Compagnie Lombard Odier SCmA 0.00% Add +16.9% 1,613 $240K
Crewe Advisors LLC 0.03% Add +14.9% 1,608 $240K
25 LLC 0.11% No change 1,608 $240K
Vision Capital Management, Inc. 0.04% No change 1,602 $239K
Alta Advisers Ltd 0.11% No change 1,600 $238K
All Terrain Financial Advisors, LLC 0.10% No change 1,600 $238K
Tritonpoint Wealth, LLC 0.02% New 1,598 $238K
Verus Capital Partners, LLC 0.02% Add +1.3% 1,596 $238K
Wealthcare Advisory Partners LLC 0.01% Add +0.3% 1,592 $237K
Driehaus Capital Management LLC 0.00% New 1,590 $237K
West Bancorporation Inc. 0.17% Reduce -0.9% 1,587 $237K
Gilliland Jeter Wealth Management LLC 0.08% No change 1,571 $234K
CYBER HORNET ETFs LLC 0.25% Add +1.6% 1,569 $234K
Osterweis Capital Management Inc. 0.02% Add +19.0% 1,569 $234K
Optivise Advisory Services LLC 0.13% — 1,568 $234K
Portside Wealth Group, LLC 0.04% Reduce -6.7% 1,568 $234K
N.E.W. Advisory Services LLC 0.03% New 1,565 $233K
DE Burlo Group Inc. 0.03% No change 1,563 $233K
Larson Financial Group LLC 0.02% Reduce -63.8% 1,562 $233K
Isthmus Partners, LLC 0.03% No change 1,558 $232K
First Bank & Trust 0.05% Add +1.6% 1,556 $232K
FDx Advisors, Inc. 0.06% Reduce -39.4% 1,549 $231K
McAdam, LLC 0.01% Add +0.5% 1,549 $231K
Keyes, Stange & Wooten Wealth Management, LLC 0.16% Add +4.6% 1,542 $230K
Blackston Financial Advisory Group, LLC 0.13% New 1,542 $230K
Bellevue Asset Management, LLC 0.13% No change 1,540 $230K
Girard Partners LTD. 0.02% Reduce -1.7% 1,535 $229K
Jaffetilchin Investment Partners, LLC 0.02% Add +17.7% 1,532 $228K
Simmons Bank 0.02% New 1,526 $227K
Advanced Asset Management Advisors Inc 0.06% No change 1,525 $227K
Gateway Investment Advisers LLC 0.00% Reduce -15.8% 1,523 $227K
Archer Investment Corp 0.07% No change 1,518 $226K
Signature Estate & Investment Advisors LLC 0.01% New 1,511 $225K
Chemistry Wealth Management LLC 0.06% No change 1,511 $225K
1858 Wealth Management, LLC 0.19% Reduce -6.0% 1,510 $225K
SeaCrest Wealth Management, LLC 0.03% Add +11.0% 1,507 $225K
Nwam LLC 0.07% Reduce -0.4% 1,502 $224K
Berkshire Asset Management LLC 0.01% No change 1,500 $224K
Bigelow Investment Advisors, LLC 0.10% Add +1.9% 1,475 $220K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% No change 1,467 $219K
International Assets Investment Management, LLC 0.02% Reduce -1.2% 1,465 $218K
Western Pacific Wealth Management, LP 0.16% Reduce -16.8% 1,462 $218K
Tradewinds, LLC. 0.07% New 1,462 $218K
Cidel Asset Management Inc. 0.02% Add +8.1% 1,451 $216K
Virtue Capital Management, LLC 0.04% Reduce -4.3% 1,367 $216K
Baron Wealth Management LLC 0.11% Reduce -27.6% 1,447 $216K
Guardian Wealth Advisors, LLC / NC 0.03% No change 1,444 $215K
FinTrust Capital Advisors, LLC 0.04% Add +4.0% 1,424 $212K
Realta Investment Advisors 0.04% Add +0.1% 1,423 $212K
Simplex Trading, LLC 0.01% New 1,423 $212K
Chickasaw Capital Management LLC 0.01% Add +3.7% 1,414 $211K
Claret Asset Management Corp 0.04% New 1,411 $210K
PEAK6 Investments LLC 0.01% New 1,404 $209K
KCM Investment Advisors LLC 0.01% Reduce -6.3% 1,401 $209K
Frazier Financial Advisors, LLC 0.17% Reduce -0.1% 1,396 $208K
Banco Santander, S.A. 0.00% New 1,384 $206K
Sheaff Brock Investment Advisors, LLC 0.02% No change 1,383 $206K
SPC Financial, Inc. 0.02% New 1,379 $206K
Ergawealth Advisors, Inc. 0.11% No change 1,378 $205K
Cape Cod Five Cents Savings Bank 0.02% Reduce -14.4% 1,376 $205K
Renasant Bank 0.14% New 1,371 $204K
SMART Wealth LLC 0.08% Reduce -81.2% 1,370 $204K
DHJJ Financial Advisors, Ltd. 0.09% Reduce -0.4% 1,369 $204K
Summit Global Investments 0.01% Reduce -4.3% 1,369 $204K
Coppell Advisory Solutions LLC 0.03% — 1,367 $204K
Permanent Capital Management, LP 0.04% — 1,176 $203K
Sfmg, LLC 0.02% No change 1,360 $203K
Seed Wealth Management, Inc. 0.18% No change 1,350 $201K
Atlantic Union Bankshares Corp 0.01% No change 1,350 $201K
JFS Wealth Advisors, LLC 0.02% Reduce -0.2% 1,348 $201K
City State Bank 0.08% No change 1,345 $200K
Wetzel Investment Advisors, Inc. 0.11% Reduce -17.8% 1,211 $194K
Meeder Asset Management Inc. 0.01% Reduce -18.4% 1,288 $192K
Quent Capital, LLC 0.02% Add +3.9% 1,258 $187K
Financial Management Professionals, Inc. 0.03% Reduce -0.3% 1,257 $187K
Sandy Spring Bank 0.01% Reduce -3.9% 1,219 $182K
Wellington Shields Capital Management, LLC 0.03% No change 1,200 $179K
Security National Bank 0.03% No change 1,200 $179K
Tobam 0.03% Reduce -36.2% 1,190 $177K
Hazlett, Burt & Watson, Inc. 0.09% No change 1,178 $176K
Silver Oak Securities, Incorporated 0.03% Reduce -14.3% 1,151 $172K
JNBA Financial Advisors 0.02% No change 1,114 $166K
Ofi Invest Asset Management 0.00% Reduce -11.1% 1,173 $163K
Rothschild Investment LLC 0.01% Add +39.9% 1,088 $162K
First Foundation Advisors 0.01% Reduce -25.2% 1,061 $158K
Operose Advisors LLC 0.05% Add +147.8% 1,006 $150K
Concord Wealth Partners 0.03% Reduce -34.7% 1,000 $149K
Atwood & Palmer Inc. 0.01% No change 1,000 $149K
Riverview Trust Co 0.14% No change 980 $146K
Continuum Advisory, LLC 0.02% Add +0.3% 959 $143K
Transamerica Financial Advisors, LLC 0.02% No change 948 $142K
Evergreen Private Wealth LLC 0.07% Reduce -0.2% 948 $141K
Itau Unibanco Holding S.A. 0.01% New 918 $137K
Tanglewood Legacy Advisors, LLC 0.06% No change 872 $130K
Evermay Wealth Management LLC 0.02% No change 859 $128K
LRI Investments, LLC 0.01% Add +182.1% 849 $127K
Natixis Investment Managers International 0.01% Reduce -17.3% 832 $124K
Zions Bancorporation, N.A. 0.01% Reduce -11.1% 831 $124K
Financial Network Wealth Advisors LLC 0.09% New 819 $122K
Roble, Belko & Company, Inc 0.02% No change 800 $119K
Arcadia Investment Management Corp. 0.02% No change 781 $116K
Covestor Ltd 0.07% Reduce -10.3% 773 $115K
Gradient Investments LLC 0.00% Add +14.0% 767 $114K
WFA of San Diego, LLC 0.10% — 720 $107K
WFA Asset Management Corp 0.06% No change 712 $106K
Bank of New Hampshire 0.03% No change 710 $106K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.07% No change 700 $104K
First PREMIER Bank 0.03% Add +9.7% 658 $98K
WR Wealth Planners, LLC 0.03% Reduce -10.1% 643 $96K
Eagle Bay Advisors LLC 0.06% Reduce -2.7% 638 $95K
Princeton Global Asset Management LLC 0.02% Add +2.8% 617 $92K
Leonteq Securities AG 0.01% Reduce -24.2% 611 $91K
Global Trust Asset Management, LLC 0.04% No change 606 $90K
MV Capital Management, Inc. 0.01% Add +0.5% 594 $89K
GHP Investment Advisors, Inc. 0.00% Add +16.0% 588 $88K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 570 $85K
AllSquare Wealth Management LLC 0.05% No change 555 $83K
Private Ocean, LLC 0.01% No change 543 $81K
Mendota Financial Group, LLC 0.04% No change 516 $77K
RFP Financial Group LLC 0.03% Reduce -8.3% 462 $69K
Pension & Wealth Management Advisors, Inc. 0.04% No change 454 $68K
Investors Research Corp 0.02% No change 454 $68K
Piscataqua Savings Bank 0.06% No change 447 $67K
Hexagon Capital Partners LLC 0.01% Reduce -16.8% 446 $66K
Laurel Wealth Advisors LLC 0.01% No change 440 $66K
Versant Capital Management, Inc 0.02% Add +54.4% 437 $65K
Tompkins Financial Corp. 0.01% Reduce -47.9% 426 $63K
Hoese & Co LLP 0.05% Reduce -10.0% 403 $60K
Loomis Sayles & Co. L P 0.00% Add +2.3% 401 $60K
EnRich Financial Partners LLC 0.02% No change 402 $60K
Broadwater Capital Management LLC 0.05% No change 400 $60K
West Oak Capital, LLC 0.02% Add +100.0% 400 $60K
Kimelman & Baird, LLC 0.00% — 400 $60K
Bruce G. Allen Investments, LLC 0.05% Reduce -4.6% 398 $59K
Goodman Advisory Group, LLC 0.02% No change 395 $59K
Deseret Mutual Benefit Administrators 0.03% No change 387 $58K
MilWealth Group LLC 0.02% No change 385 $57K
Wellington Shields & Co., LLC 0.02% Add +143.3% 382 $57K
Bfsg, LLC 0.01% No change 375 $56K
PrairieView Partners, LLC 0.01% New 375 $55K
Capital Advisors, Ltd. LLC 0.01% Add +2.9% 353 $53K
Westside Investment Management, Inc. 0.01% No change 351 $52K
Oakworth Capital, Inc. 0.00% New 349 $52K
West Paces Advisors Inc. 0.01% No change 334 $50K
Fortitude Family Office, LLC 0.03% Add +58.2% 329 $49K
IAG Wealth Partners, LLC 0.01% Add +7.5% 328 $49K
Davis Capital Management 0.04% No change 330 $49K
Rise Advisors, LLC 0.02% No change 315 $47K
Plante Moran Financial Advisors, LLC 0.00% No change 300 $45K
Triad Wealth Partners, LLC 0.02% New 296 $44K
Bell Investment Advisors, Inc 0.01% No change 294 $44K
Valley Wealth Managers, Inc. 0.00% No change 285 $42K
One River Asset Management, LLC 0.02% New 274 $41K
McIlrath & Eck, LLC 0.01% No change 272 $41K
GW&K Investment Management, LLC 0.00% Add +29.5% 268 $40K
NFSG Corp 0.01% Add +95.5% 260 $39K
Monetary Management Group Inc. 0.01% No change 250 $37K
Canton Hathaway, LLC 0.01% No change 240 $36K
Washington Trust Advisors, Inc. 0.00% Reduce -84.9% 240 $36K
Pinnacle Bancorp, Inc. 0.01% Reduce -80.7% 237 $35K
Hollencrest Capital Management 0.00% No change 232 $35K
Redmont Wealth Advisors LLC 0.05% No change 231 $34K
Caitlin John, LLC 0.02% Reduce -7.0% 226 $34K
Private Wealth Management Group, LLC 0.01% No change 223 $33K
Institutional & Family Asset Management, LLC 0.01% Add +25.6% 221 $33K
Clear Point Advisors Inc. 0.03% No change 220 $33K
Family Firm, Inc. 0.01% New 206 $31K
RE Dickinson Investment Advisors, LLC 0.02% No change 204 $30K
Elevation Wealth Partners, LLC 0.01% No change 200 $30K
Foster Dykema Cabot & Partners, LLC 0.00% New 200 $30K
Sittner & Nelson, LLC 0.01% No change 192 $29K
Wiser Advisor Group LLC 0.04% No change 190 $28K
Ancora Advisors LLC 0.00% Reduce -54.3% 179 $27K
Painted Porch Advisors LLC 0.01% New 167 $25K
Redwood Wealth Management Group, LLC 0.02% New 157 $23K
Sachetta, LLC 0.01% Add +74.4% 143 $23K
Ibex Wealth Advisors 0.00% New 152 $23K
Boyd Watterson Asset Management LLC 0.01% No change 149 $22K
Quarry LP 0.01% Add +386.7% 146 $22K
MCF Advisors LLC 0.00% No change 144 $21K
Benjamin Edwards Inc. 0.00% Add +13.5% 143 $21K
Hanson & Doremus Investment Management 0.00% Add +75.0% 140 $21K
Altshuler Shaham Ltd 0.00% New 139 $21K
Glass Jacobson Investment Advisors llc 0.01% Reduce -41.5% 138 $21K
CNB Bank 0.01% No change 137 $20K
Cedar Mountain Advisors, LLC 0.00% No change 134 $20K
Grove Bank & Trust 0.00% No change 134 $20K
Lummis Asset Management, LP 0.03% Reduce -3.7% 129 $19K
Tsfg, LLC 0.00% No change 126 $19K
Abound Wealth Management 0.01% Reduce -2.4% 120 $18K
West Branch Capital LLC 0.01% No change 120 $18K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +750.0% 119 $18K
Main Street Group, LTD 0.01% No change 118 $17K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -1.8% 110 $16K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 103 $15K
Beacon Capital Management, LLC 0.00% Reduce -35.9% 100 $15K
Silicon Valley Capital Partners 0.00% No change 100 $15K
Godsey & Gibb, Inc. 0.00% No change 100 $15K
Pineridge Advisors LLC 0.01% No change 98 $15K
Beaird Harris Wealth Management, LLC 0.00% New 97 $14K
Aspect Partners, LLC 0.01% No change 93 $14K
Janiczek Wealth Management, LLC 0.00% Add +49.2% 91 $14K
Proffitt & Goodson Inc. 0.00% New 91 $14K
PFS Partners, LLC 0.01% No change 90 $13K
Delta Asset Management LLC 0.00% No change 90 $13K
Asset Dedication, LLC 0.00% Reduce -1.1% 86 $13K
Breakwater Investment Management 0.01% No change 80 $12K
Tortoise Investment Management, LLC 0.00% No change 80 $12K
Ridgewood Investments LLC 0.01% New 78 $12K
Arlington Trust Co LLC 0.00% No change 73 $11K
Red Tortoise LLC 0.01% No change 67 $10K
REAP Financial Group, LLC 0.00% Reduce -4.4% 65 $10K
Dunhill Financial, LLC 0.01% Add +23.5% 63 $9K
Richardson Financial Services Inc. 0.01% No change 63 $9K
Raffa Wealth Management, LLC 0.00% No change 63 $9K
Cherry Tree Wealth Management, LLC 0.00% New 55 $8K
Activest Wealth Management 0.00% No change 51 $8K
Your Advocates Ltd., LLP 0.00% No change 50 $7K
Salomon & Ludwin, LLC 0.00% Reduce -86.0% 49 $7K
Avion Wealth 0.00% Add +18.8% 57 $7K
Spotlight Asset Group, Inc. 0.00% No change 44 $7K
Bogart Wealth, LLC 0.00% No change 42 $6K
Valley National Advisers Inc. 0.00% Add +12.8% 44 $6K
Mattson Financial Services, LLC 0.00% — 40 $6K
Stone House Investment Management, LLC 0.00% No change 40 $6K
Hobbs Group Advisors, LLC 0.00% — 38 $6K
DiNuzzo Private Wealth, Inc. 0.00% Add +18.8% 38 $6K
Hoey Investments, Inc. 0.00% Reduce -73.0% 37 $6K
SJS Investment Consulting Inc. 0.00% No change 35 $5K
Valued Wealth Advisors LLC 0.00% No change 34 $5K
Emfo, LLC 0.00% New 33 $5K
Clean Yield Group 0.00% New 32 $5K
HighMark Wealth Management LLC 0.00% Reduce -55.9% 30 $4K
Sunbelt Securities, Inc. 0.00% No change 29 $4K
Riggs Asset Managment Co. Inc. 0.00% Add +86.7% 28 $4K
Trifecta Capital Advisors, LLC 0.00% No change 28 $4K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 31 $4K
TD Capital Management LLC 0.00% No change 26 $4K
Wolff Wiese Magana LLC 0.00% No change 25 $4K
TFC Financial Management, Inc. 0.00% No change 25 $4K
Westend Capital Management, LLC 0.00% No change 25 $4K
Planning Capital Management Corp 0.00% No change 24 $4K
Cornerstone Planning Group LLC 0.00% Add +133.3% 21 $3K
New Millennium Group LLC 0.00% New 21 $3K
Fairway Wealth LLC 0.00% New 20 $3K
Bay Harbor Wealth Management, LLC 0.00% Reduce -96.0% 17 $3K
Glen Eagle Advisors, LLC 0.00% New 16 $2K
POM Investment Strategies, LLC 0.00% No change 13 $2K
Carolinas Wealth Consulting LLC 0.00% Reduce -75.5% 13 $2K
Lynx Investment Advisory 0.00% — 10 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 10 $1K
Global Financial Private Client, LLC 0.00% No change 10 $1K
Nvwm, LLC 0.00% No change 7 $1K
Rosenberg Matthew Hamilton 0.00% No change 6 $883
Highline Wealth Partners LLC 0.00% Add +100.0% 4 $596
WestEnd Advisors, LLC 0.00% Add +50.0% 3 $447
Ruedi Wealth Management, Inc. 0.00% New 1 $149
Healthcare of Ontario Pension Plan Trust Fund 0.00% No change 1 $149
AlphaQuest LLC 0.00% Reduce -87.5% 1 $149

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