FiservFISV

13F holders, Q3 2024 (September 30)
1,727holders +58
150new positions
89sold out
12famous investors
$179.91avg. 13F price*

At the end of Q3 2024, 1,727 institutions reported holding Fiserv Inc. (FISV) in their 13F filings, up 58 from Q2 2024. 150 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($8.9B), BlackRock, Inc. ($7.0B) and T. Rowe Price Associates Inc. ($6.3B). 12 famous investors held it, including Bill Nygren (4.0% of Harris Associates (Oakmark Funds)'s portfolio), Leon Cooperman (3.7% of Omega Advisors (Leon Cooperman)'s portfolio) and Francois Rochon (3.4% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions150$1.3B
Exits89$1.4B

All 13F filers, Q2 2024 → Q3 2024: 24,075,793 shares bought and 29,835,717 shares sold, net −5,759,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,727 holders

Vanguard Group Inc. 0.16% Reduce -0.6% 49,709,142 $8.9B
BlackRock, Inc. 0.15% — 39,149,378 $7.0B
T. Rowe Price Associates Inc. 0.73% Reduce -6.9% 35,172,999 $6.3B
Dodge & Cox 3.33% Reduce -4.8% 32,723,767 $5.9B
State Street Corp. 0.18% Reduce -0.9% 23,940,187 $4.3B
Capital World Investors 0.56% Add +1.5% 20,216,870 $3.6B
Harris Associates (Oakmark Funds) 4.04% Reduce -7.5% 13,689,320 $2.5B
JPMorgan Chase & Co. 0.18% Add +21.0% 12,304,875 $2.2B
Geode Capital Management, LLC 0.17% Reduce -0.1% 11,672,374 $2.1B
FMR LLC 0.10% Add +17.8% 9,442,476 $1.7B
Morgan Stanley 0.12% Reduce -3.3% 8,985,657 $1.6B
Norges Bank 0.19% Reduce -0.6% 7,435,227 $1.3B
Invesco Ltd. 0.25% Add +5.9% 7,254,204 $1.3B
Massachusetts Financial Services Co. 0.37% Reduce -3.7% 6,909,292 $1.2B
Nuveen Asset Management, LLC 0.33% Reduce -2.2% 6,595,616 $1.2B
Parnassus Investments, LLC 1.98% Reduce -10.3% 5,204,653 $935.0M
Northern Trust Corp. 0.15% Reduce -5.3% 5,192,594 $932.8M
Sanders Capital, LLC 1.11% New 4,255,737 $764.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.20% Reduce -2.0% 4,232,277 $760.3M
Goldman Sachs Group Inc. 0.14% Reduce -26.7% 4,117,363 $739.7M
Longview Partners (Guernsey) LTD 5.04% Add +0.2% 4,087,895 $734.4M
Bessemer Group Inc. 1.13% Reduce -0.0% 3,835,037 $689.0M
Bank of New York Mellon Corp 0.12% Reduce -5.3% 3,546,123 $637.1M
Charles Schwab Investment Management Inc. 0.12% Add +0.3% 3,530,310 $634.2M
Legal & General Group Plc 0.16% Reduce -3.2% 3,467,126 $622.9M
Alliancebernstein L.P. 0.20% Add +23.3% 3,283,692 $589.9M
Amundi 0.22% Add +11.6% 3,123,335 $587.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 5.20% Reduce -1.4% 2,863,501 $582.1M
Pittenger & Anderson Inc. 19.73% Reduce -2.1% 2,932,579 $526.8M
Ameriprise Financial Inc. 0.13% Reduce -20.4% 2,900,051 $521.0M
Franklin Resources Inc. 0.15% Reduce -0.6% 2,671,238 $516.2M
Dimensional Fund Advisors LP 0.12% Reduce -4.8% 2,818,470 $506.3M
Neuberger Berman Group LLC 0.37% Reduce -0.9% 2,646,002 $475.3M
Egerton Capital (UK) LLP 4.67% Reduce -5.8% 2,578,485 $463.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.43% Add +33417.7% 2,275,181 $408.7M
California Public Employees Retirement System 0.29% Reduce -6.7% 2,273,660 $408.5M
Pictet Asset Management Holding SA 0.42% Reduce -7.1% 2,134,999 $383.5M
CIBC Private Wealth Group LLC 0.69% Reduce -1.5% 2,130,966 $382.8M
Raymond James & Associates 0.23% Reduce -1.6% 2,122,231 $381.3M
Blair William & Co. 1.11% Reduce -2.8% 2,110,702 $379.2M
Nordea Investment Management AB 0.42% Reduce -2.9% 2,071,690 $371.0M
Navera Investment Management Ltd. 6.59% Reduce -1.9% 2,062,543 $370.6M
Deutsche Bank AG 0.15% Add +24.6% 1,997,610 $358.9M
Bank of America Corp. 0.03% Reduce -3.4% 1,996,727 $358.7M
C WorldWide Group Holding A/S 3.62% Reduce -0.3% 1,939,670 $348.5M
Mairs & Power Inc. 3.20% Add +0.1% 1,893,636 $340.2M
Envestnet Asset Management Inc. 0.11% Add +1.1% 1,873,287 $336.5M
UBS Group AG 0.09% Add +8.8% 1,738,119 $312.3M
Swiss National Bank 0.20% Reduce -0.7% 1,736,686 $312.0M
Barclays PLC 0.13% Add +3.0% 1,685,157 $302.7M
Arrowstreet Capital, Limited Partnership 0.25% Add +14.5% 1,620,862 $291.2M
JARISLOWSKY, FRASER Ltd 1.57% Reduce -6.0% 1,566,629 $281.4M
BlueSpruce Investments, LP 5.04% Reduce -60.0% 1,520,910 $273.2M
Royal Bank of Canada 0.06% Reduce -10.2% 1,505,851 $270.5M
HSBC Holdings PLC 0.15% Reduce -11.4% 1,338,379 $240.2M
Wells Fargo & Company 0.06% Add +2.1% 1,337,069 $240.2M
Scharf Investments, LLC 6.58% Reduce -4.8% 1,330,045 $238.9M
Robeco Institutional Asset Management B.V. 0.47% Reduce -0.5% 1,324,598 $238.0M
Sumitomo Mitsui Trust Group, Inc. 0.16% Add +0.3% 1,317,778 $236.7M
Kensico Capital Management Corp. 6.21% Add +14.3% 1,300,000 $233.5M
Focused Investors LLC 6.80% Reduce -1.3% 1,246,200 $223.9M
Citigroup Inc. 0.21% Add +64.9% 1,230,771 $221.1M
Brandes Investment Partners, LP 2.48% Add +1.1% 1,226,390 $220.3M
TrinityBridge Ltd 6.61% Add +2319.4% 1,196,528 $215.0M
Bank Julius Baer & Co. Ltd, Zurich 0.68% Add +18.3% 1,006,872 $203.1M
National Pension Service 0.19% Add +9.2% 1,112,168 $199.8M
Provident Trust Co. 3.58% Add +1.6% 1,103,584 $198.3M
Clearbridge Investments, LLC 0.16% Reduce -10.3% 1,102,828 $198.1M
Rhumbline Advisers 0.18% Reduce -3.4% 1,100,106 $197.6M
Lazard Asset Management LLC 0.27% Reduce -11.3% 1,056,623 $189.8M
Brown Advisory Inc. 0.23% Add +0.5% 1,033,611 $185.7M
New York State Common Retirement Fund 0.25% Reduce -4.3% 1,016,902 $182.7M
DSM Capital Partners LLC 2.78% Reduce -4.9% 1,014,699 $182.3M
Danica Pension, Livsforsikringsaktieselskab 3.45% Add +1.8% 993,379 $178.5M
California State Teachers Retirement System 0.21% Reduce -0.5% 978,965 $175.9M
Macquarie Group Ltd. 0.19% Reduce -2.7% 974,482 $175.1M
Maj Invest Holding A/S 4.59% New 962,935 $173.0M
BNP Paribas Financial Markets 0.16% Add +44.5% 934,891 $168.0M
Principal Financial Group Inc. 0.09% Reduce -0.3% 922,010 $165.6M
Welch & Forbes LLC 2.05% Reduce -0.9% 896,594 $161.1M
Baird Financial Group, Inc. 0.31% Reduce -3.0% 891,198 $160.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +7.6% 848,362 $152.4M
Timucuan Asset Management Inc. 4.39% New 804,504 $144.5M
Homestead Advisers Corp 3.24% Reduce -0.1% 759,000 $136.4M
Adage Capital Partners Gp, L.L.C. 0.24% Add +58.7% 747,731 $134.3M
Bank of Montreal 0.06% Add +11.8% 749,711 $133.7M
TCW Group Inc. 1.16% Add +10.2% 739,690 $132.9M
American Century Companies Inc. 0.08% Add +45.5% 727,787 $130.7M
Manning & Napier Advisors LLC 1.38% Reduce -1.1% 697,169 $125.2M
Raymond James Financial Services Advisors, Inc. 0.16% Reduce -4.9% 685,544 $123.2M
Artisan Partners Limited Partnership 0.18% Add +1.5% 671,278 $120.6M
Madison Asset Management, LLC 1.34% Reduce -2.0% 661,692 $118.9M
Crestwood Advisors Group, LLC 2.27% Reduce -0.1% 660,812 $118.7M
Summitry LLC 5.40% Reduce -0.2% 628,027 $112.8M
FIL Ltd 0.10% Add +30.6% 625,011 $112.3M
NorthCoast Asset Management LLC 0.77% Add +788.7% 632,554 $109.7M
Sei Investments Co. 0.14% Reduce -3.9% 608,530 $109.3M
Birch Hill Investment Advisors LLC 5.12% Reduce -2.0% 606,827 $109.0M
CANADA LIFE ASSURANCE Co 0.19% Add +2.4% 596,907 $107.4M
New South Capital Management Inc. 4.39% Reduce -2.0% 597,326 $107.3M
Commerce Bank 0.65% Reduce -0.4% 594,104 $106.7M
Citadel Advisors 0.11% Add +3505.4% 575,461 $103.4M
Korea Investment CORP 0.24% Reduce -4.2% 565,872 $101.7M
State Board of Administration of Florida Retirement System 0.19% Reduce -4.2% 564,434 $101.4M
Caisse de depot et placement du Quebec 0.20% Add +43.5% 547,145 $98.3M
Manufacturers Life Insurance Company, The 0.09% Reduce -4.5% 544,131 $97.8M
New York State Teachers Retirement System 0.20% Reduce -6.4% 543,710 $97.7M
Bridgewater Associates 0.55% Reduce -23.4% 539,762 $97.0M
Cornerstone Investment Partners, LLC 4.78% Reduce -4.0% 538,782 $96.8M
NZS Capital, LLC 3.72% Reduce -15.6% 530,817 $95.4M
Artemis Investment Management LLP 1.42% Reduce -19.5% 516,263 $92.7M
Mariner, LLC 0.16% Add +2.1% 512,603 $92.1M
Huntington National Bank 0.88% Add +0.6% 510,938 $91.8M
Beck Mack & Oliver LLC 1.79% Add +1.3% 510,813 $91.8M
Giverny Capital 3.42% Add +3.4% 501,278 $90.1M
Nicholas Company, Inc. 1.44% No change 493,795 $88.7M
Bradley Foster & Sargent Inc. 1.48% Add +1.6% 493,712 $88.7M
Marathon Asset Management Ltd 2.40% Reduce -8.7% 483,853 $86.9M
Aberdeen Group plc 0.16% Add +3.0% 482,772 $86.6M
Storebrand Asset Management As 0.27% Reduce -9.6% 480,026 $86.2M
Omega Advisors (Leon Cooperman) 3.66% No change 480,000 $86.2M
Keybank National Association 0.33% Add +3.0% 476,353 $85.6M
Woodley Farra Manion Portfolio Management Inc. 4.30% Reduce -0.4% 475,058 $85.3M
Canada Pension Plan Investment Board 0.08% Add +306.7% 469,631 $84.4M
Natixis Advisors, LLC 0.16% Add +5.2% 462,137 $83.0M
Mountain Pacific Investment Advisers LLC 5.66% Add +0.6% 461,791 $83.0M
STRS Ohio 0.31% Reduce -10.7% 454,981 $81.7M
Corient Private Wealth LP 0.13% Add +2.8% 453,678 $81.5M
Associated Banc-Corp 2.36% Add +3.0% 447,080 $80.3M
Staley Capital Advisers Inc. 3.59% Reduce -1.7% 446,814 $80.3M
Vulcan Value Partners, LLC 1.34% Reduce -26.0% 444,232 $79.8M
AQR Capital Management 0.11% Reduce -13.6% 443,983 $79.1M
AXA S.A. 0.23% Reduce -29.0% 434,205 $78.0M
London Co. of Virginia 0.39% Reduce -1.6% 411,644 $74.0M
Cerity Partners LLC 0.16% Add +11.3% 409,352 $73.5M
Schroder Investment Management Group 0.08% Add +5.4% 407,158 $73.1M
Nippon Life Global Investors Americas, Inc. 3.13% Reduce -1.7% 405,990 $72.9M
Ossiam 1.41% Reduce -0.1% 405,834 $72.9M
Formuepleje A/S 3.72% Reduce -6.1% 404,273 $72.6M
Danske Bank A/S 0.24% Add +5.5% 402,962 $72.4M
Rivulet Capital, LLC 5.33% Reduce -41.4% 401,600 $72.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.43% Reduce -7.8% 394,830 $70.9M
LPL Financial LLC 0.03% Add +8.2% 392,540 $70.5M
Abn Amro Investment Solutions 1.22% Reduce -10.1% 389,402 $70.0M
Russell Investments Group, Ltd. 0.10% Add +74.3% 389,633 $69.9M
Ensign Peak Advisors, Inc 0.12% Add +22.5% 383,403 $68.9M
Allspring Global Investments Holdings, LLC 0.11% Reduce -24.0% 383,107 $68.8M
DekaBank Deutsche Girozentrale 0.13% Add +13.0% 380,495 $68.2M
Tredje AP-fonden 0.61% No change 374,048 $67.2M
Morningstar Investment Services LLC 0.68% Reduce -1.3% 373,946 $66.7M
Compass Capital Management, Inc. 4.22% Reduce -5.3% 370,279 $66.5M
Prudential Financial Inc. 0.09% Reduce -3.3% 366,065 $65.8M
Corus Family Wealth Advisors 46.56% Reduce -7.0% 364,289 $65.4M
MIG Capital, LLC 7.87% No change 360,946 $64.8M
Cortland Associates Inc. 7.76% Reduce -22.5% 355,776 $63.9M
State of Wisconsin Investment Board 0.16% Add +3.6% 354,283 $63.6M
Port Capital LLC 2.81% Add +0.6% 348,951 $62.7M
Lord, Abbett & Co. LLC 0.20% Reduce -5.0% 348,021 $62.5M
Janus Henderson Group PLC 0.03% Reduce -0.8% 347,214 $62.4M
Clark Capital Management Group, Inc. 0.42% Add +2.6% 343,045 $61.6M
Nichols & Pratt Advisers LLP 3.92% Reduce -0.2% 337,043 $60.6M
Swedbank AB 0.08% Add +2.3% 335,770 $60.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Reduce -26.5% 334,097 $60.0M
Marshall Wace, LLP 0.08% Add +573.8% 331,000 $59.5M
Erste Asset Management GmbH 0.70% Reduce -1.1% 327,696 $58.5M
Aviva PLC 0.15% Add +2.4% 321,565 $57.8M
Bowie Capital Management, LLC 3.24% Add +7.9% 319,616 $57.4M
Alta Capital Management LLC/ 3.39% Add +2.3% 316,939 $56.9M
CapitalatWork S.A. 1.94% Add +0.8% 315,683 $56.7M
Zurich Insurance Group Ltd 0.48% Reduce -8.9% 315,148 $56.6M
Mackenzie Financial Corp. 0.08% Reduce -11.0% 310,666 $55.8M
Chevy Chase Trust Holdings, LLC 0.17% Reduce -3.4% 308,971 $55.5M
North Star Asset Management Inc. 2.46% Reduce -1.5% 305,314 $54.8M
Nitorum Capital, L.P. 5.48% Reduce -3.2% 303,232 $54.5M
Brandywine Global Investment Management, LLC 0.37% Add +4.3% 280,905 $54.3M
Country Trust Bank 1.31% Add +4.3% 298,179 $53.6M
Troy Asset Management Ltd 1.67% Add +11.1% 295,748 $53.1M
C Partners Holding GmbH 16.75% Reduce -10.8% 293,794 $52.8M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -6.5% 293,715 $52.8M
Victory Capital Management Inc. 0.05% Reduce -7.2% 293,547 $52.7M
Causeway Capital Management LLC 1.29% Reduce -32.2% 292,231 $52.5M
Voya Investment Management LLC 0.06% Add +25.4% 281,658 $50.6M
Stifel Financial Corp. 0.05% Add +10.5% 279,469 $50.2M
ZWJ Investment Counsel Inc. 2.03% Reduce -0.1% 276,963 $49.8M
Regions Financial Corp. 0.36% Add +1.3% 275,820 $49.6M
TD Asset Management Inc 0.04% Reduce -0.4% 276,287 $49.3M
Northwestern Mutual Wealth Management Co. 0.04% Add +0.3% 272,465 $48.9M
Applied Finance Capital Management, LLC 2.08% Reduce -2.1% 271,523 $48.8M
Hemenway Trust Co LLC 3.84% Reduce -4.0% 269,946 $48.5M
Truist Financial Corp. 0.08% Reduce -3.7% 269,026 $48.3M
Nisa Investment Advisors, LLC 0.29% Add +0.8% 268,588 $48.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.14% Add +20.8% 264,546 $47.5M
Night Owl Capital Management, LLC 6.42% Add +26.8% 261,470 $47.0M
Todd Asset Management LLC 1.09% Reduce -0.6% 261,358 $47.0M
Royal London Asset Management Ltd. 0.11% Add +3.7% 259,264 $46.6M
Public Employees Retirement System of Ohio 0.20% Reduce -2.0% 257,843 $46.3M
US Bancorp \de 0.06% Add +0.7% 251,902 $45.3M
Treasurer of the State of North Carolina 0.18% Reduce -2.6% 250,551 $45.0M
Capital Investment Services of America, Inc. 4.22% Reduce -4.9% 246,274 $44.2M
Mn Services Vermogensbeheer B.V. 0.29% Reduce -1.9% 232,900 $41.8M
State of Tennessee, Department of Treasury 0.15% Reduce -2.3% 232,274 $41.7M
Hillman Co. 18.02% No change 230,146 $41.3M
J. L. Bainbridge & Co., Inc. 4.00% Reduce -0.7% 229,815 $41.3M
Asset Management One Co., Ltd. 0.15% Add +1.5% 228,083 $41.0M
Balyasny Asset Management L.P. 0.11% Add +2007.1% 226,578 $40.7M
QRG Capital Management, Inc. 0.44% Reduce -27.2% 225,515 $40.5M
Deroy & Devereaux Private Investment Counsel Inc. 2.29% Add +0.6% 223,004 $40.1M
Archon Partners LLC 4.63% No change 223,000 $40.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Reduce -11.2% 216,571 $38.9M
Suncoast Equity Management 4.43% Reduce -6.1% 216,227 $38.8M
Teachers Retirement System of the State of Kentucky 0.34% Reduce -1.9% 215,985 $38.8M
Cannell & Spears LLC 0.76% Reduce -0.3% 215,272 $38.7M
State of New Jersey Common Pension Fund D 0.16% Reduce -0.7% 215,173 $38.7M
Geneva Capital Management LLC 0.64% Reduce -3.0% 214,768 $38.6M
Millennium Management 0.03% Add +5.3% 213,982 $38.4M
Handelsbanken Fonder AB 0.15% Add +1.8% 212,233 $38.1M
Windward Capital Management Co. 2.90% Reduce -0.5% 211,822 $38.1M
Provident Investment Management, Inc. 3.37% New 210,242 $37.8M
BI Asset Management Fondsmaeglerselskab A/S 0.65% Reduce -1.1% 209,308 $37.6M
Factory Mutual Insurance Co. 0.39% Reduce -1.6% 208,500 $37.5M
1832 Asset Management L.P. 0.06% Add +333.9% 208,142 $37.4M
Northwest & Ethical Investments L.P. 0.99% Add +65.1% 207,643 $37.3M
Renaissance Group LLC 1.52% Reduce -9.8% 205,474 $36.9M
Dudley & Shanley, Inc. 5.64% Reduce -1.6% 200,866 $36.1M
Mediolanum International Funds Ltd 0.50% Add +84.3% 202,231 $36.0M
Cibc World Market Inc. 0.08% Reduce -0.1% 200,101 $35.9M
Sunriver Management LLC 4.38% Add +5.0% 198,444 $35.7M
Junto Capital Management LP 0.79% New 196,536 $35.3M
Toronto Dominion Bank 0.06% Reduce -13.3% 195,622 $35.1M
Glenmede Trust Co. NA 0.17% Add +3.7% 195,285 $35.1M
Rafferty Asset Management, LLC 0.12% Reduce -5.2% 195,181 $35.1M
Professional Advisory Services Inc. 4.14% Reduce -8.0% 191,170 $34.3M
Thrivent Financial for Lutherans 0.07% Reduce -0.7% 190,623 $34.2M
Empire Life Investments Inc. 2.08% Reduce -20.1% 189,532 $34.0M
Resona Asset Management Co.,Ltd. 0.20% Reduce -2.2% 188,408 $33.8M
Comerica Bank 0.13% Reduce -4.1% 182,071 $32.7M
Marble Harbor Investment Counsel, LLC 3.55% Reduce -0.5% 180,457 $32.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.32% Reduce -4.6% 180,112 $32.3M
Dana Investment Advisors, Inc. 1.07% Reduce -2.8% 179,688 $32.3M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.00% Add +0.7% 176,929 $31.8M
Nomura Asset Management Co. Ltd. 0.10% Add +6.0% 173,054 $31.1M
D.A. Davidson & Co. 0.25% Add +0.1% 171,265 $30.8M
Federated Hermes, Inc. 0.07% Add +12.4% 170,384 $30.6M
Calamos Advisors LLC 0.21% Add +41.2% 168,529 $30.3M
Arizona State Retirement System 0.19% Reduce -2.0% 167,762 $30.1M
Generate Investment Management Ltd 2.01% Reduce -1.9% 167,711 $30.1M
Canoe Financial LP 0.72% Reduce -33.5% 168,272 $30.0M
Candriam S.C.A. 0.17% Add +38.1% 166,732 $30.0M
Allianz Asset Management GmbH 0.05% Reduce -14.6% 165,935 $29.8M
Coerente Capital Management 5.54% Reduce -10.4% 165,227 $29.7M
Jane Street Group, LLC 0.05% Reduce -64.6% 165,071 $29.7M
Mercer Global Advisors Inc. 0.07% Reduce -32.3% 161,934 $29.4M
Azimuth Capital Investment Management LLC 1.14% Add +45.5% 163,327 $29.3M
Corebridge Financial, Inc. 0.15% Reduce -4.2% 158,868 $28.5M
Choate Investment Advisors 0.73% Add +31.1% 158,109 $28.4M
MetLife Investment Management, LLC 0.16% Reduce -4.0% 157,958 $28.4M
State of Michigan Retirement System 0.14% Reduce -2.1% 156,834 $28.2M
Varma Mutual Pension Insurance Co 0.22% Reduce -4.3% 140,831 $27.9M
Teacher Retirement System of Texas 0.13% Reduce -23.5% 154,532 $27.8M
Credit Agricole S A 0.14% Add +19.0% 153,656 $27.6M
DNB Asset Management AS 0.12% Add +56.6% 153,458 $27.6M
Guyasuta Investment Advisors Inc. 1.69% Add +1.8% 152,589 $27.4M
Trajan Wealth LLC 1.62% Add +7.0% 152,547 $27.4M
Torray Investment Partners LLC 3.81% Add +0.1% 151,450 $27.2M
Choreo, LLC 0.40% Add +0.1% 148,737 $27.0M
Creative Planning 0.03% Add +4.7% 148,405 $26.7M
Assenagon Asset Management S.A. 0.05% Reduce -31.9% 147,781 $26.5M
PNC Financial Services Group, Inc. 0.02% Add +9.1% 145,725 $26.2M
King Luther Capital Management Corp. 0.11% Add +20.0% 142,280 $25.6M
Thematics Asset Management 1.01% Add +9.8% 142,000 $25.5M
Zacks Investment Management 0.22% Add +14.6% 141,147 $25.4M
D. E. Shaw & Co. 0.04% Reduce -53.0% 140,799 $25.3M
M&T Bank Corp 0.08% Add +12.1% 140,460 $25.2M
Albion Financial Group 1.74% Reduce -0.1% 139,777 $25.1M
Forsta Ap-Fonden 0.19% Reduce -0.1% 139,700 $25.1M
Toth Financial Advisory Corp. 2.95% Reduce -0.9% 138,897 $25.0M
MassMutual Private Wealth & Trust, FSB 0.70% Add +2.4% 137,439 $24.7M
KBC Group NV 0.07% Add +10.0% 137,043 $24.6M
Wendell David Associates Inc. 2.35% Reduce -12.1% 136,595 $24.5M
Mill Capital Management, LLC 1.91% Add +0.1% 136,201 $24.5M
Montag A & Associates Inc. 1.15% Add +0.1% 135,680 $24.4M
Somerville Kurt F 3.92% Reduce -2.2% 135,676 $24.4M
North Point Portfolio Managers Corp. 3.84% Reduce -0.1% 133,159 $23.9M
Patient Capital Management, LLC 1.17% Reduce -30.7% 132,870 $23.9M
UniSuper Management Pty Ltd 0.18% Add +154.9% 131,689 $23.7M
Gillson Capital LP 2.13% New 130,300 $23.4M
Susquehanna International Group, LLP 0.04% Reduce -19.6% 129,695 $23.3M
McRae Capital Management Inc. 4.53% Reduce -1.1% 129,104 $23.2M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3.22% No change 129,000 $23.2M
Edmond DE Rothschild Holding S.A. 0.37% Add +3.3% 128,773 $23.1M
Aryeh Capital Management Ltd. 13.65% Reduce -14.1% 126,142 $22.7M
Retirement Systems of Alabama 0.08% Reduce -2.3% 126,123 $22.7M
Stanley Capital Management, LLC 4.38% No change 125,559 $22.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.14% Reduce -2.5% 125,330 $22.5M
Dorsey & Whitney Trust CO LLC 1.19% Add +1.1% 124,274 $22.3M
IFM Investors Pty Ltd 0.21% Reduce -1.6% 122,037 $21.9M
MML Investors Services, LLC 0.08% Add +11.4% 121,428 $21.8M
Cornerstone Capital, Inc. 2.04% Reduce -1.9% 121,341 $21.8M
Skandinaviska Enskilda Banken AB (publ) 0.10% Add +1.5% 120,270 $21.6M
Polar Capital Holdings Plc 0.10% Reduce -11.1% 119,632 $21.5M
Bath Savings Trust Co 2.13% Reduce -1.6% 119,553 $21.5M
CIBC Asset Management Inc 0.07% Add +4.7% 119,297 $21.4M
Steward Partners Investment Advisory, LLC 0.20% Add +41.9% 119,152 $21.4M
Arvest Bank Trust Division 1.23% — 119,062 $21.4M
Amalgamated Bank 0.18% Reduce -1.4% 118,755 $21.3M
LS Investment Advisors, LLC 3.14% Reduce -1.7% 118,394 $21.3M
Czech National Bank 0.21% Add +5.2% 117,281 $21.1M
First Trust Advisors LP 0.02% Reduce -48.9% 117,090 $21.0M
Palisade Capital Management, LP 0.62% Add +0.6% 114,886 $20.6M
GAM Holding AG 1.64% Add +27.8% 114,439 $20.6M
Clearstead Advisors, LLC 0.32% Reduce -1.2% 113,019 $20.3M
Cibc World Markets Corp. 0.15% Reduce -0.3% 112,058 $20.1M
ProShare Advisors LLC 0.05% Reduce -6.9% 110,656 $19.9M
Synovus Financial Corp. 0.23% Add +67.4% 110,567 $19.9M
Engle Capital Management, L.P. 5.79% Add +11.8% 109,562 $19.7M
Punch & Associates Investment Management, Inc. 1.09% Add +1.0% 109,259 $19.6M
Commonwealth Equity Services, LLC 0.03% Reduce -4.8% 107,564 $19.3M
Fifth Third Bancorp 0.07% Reduce -0.5% 106,830 $19.2M
Xponance LLC 0.18% Reduce -0.9% 106,238 $19.1M
Kestra Advisory Services, LLC 0.10% Add +0.6% 105,933 $19.0M
Redwood Grove Capital, LLC 5.17% Add +17.4% 105,862 $19.0M
Stansberry Asset Management, LLC 2.53% Add +1.7% 105,700 $19.0M
Soditic Asset Management LLP 19.17% No change 104,961 $18.9M
Penserra Capital Management LLC 0.41% Reduce -14.0% 104,209 $18.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.20% Add +11.4% 103,979 $18.7M
Vestor Capital, LLC 1.47% Add +1.6% 103,774 $18.6M
HRT Financial LP 0.09% Reduce -40.6% 101,138 $18.2M
Verition Fund Management LLC 0.14% Add +374.3% 100,507 $18.1M
Kelly Lawrence W & Associates Inc. 4.12% Reduce -0.9% 100,102 $18.0M
Busey Bank 0.59% Add +0.5% 99,941 $18.0M
USS Investment Management Ltd 0.13% Reduce -3.8% 99,470 $17.9M
Covington Investment Advisors Inc. 2.63% Reduce -0.6% 97,281 $17.5M
Bailard, Inc. 0.45% Add +0.2% 97,121 $17.4M
Broderick Brian C 3.41% Reduce -0.3% 96,886 $17.4M
Foyston, Gordon & Payne Inc 4.30% Reduce -7.4% 95,998 $17.2M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Add +1000.0% 95,752 $17.2M
Utah Retirement Systems 0.19% Reduce -1.1% 94,860 $17.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.17% — 94,583 $17.0M
Jones Financial Companies LLLP 0.02% Add +30.2% 94,032 $16.8M
APG Asset Management N.V. 0.11% Reduce -36.4% 104,161 $16.8M
Gotham Asset Management 0.17% Add +0.5% 91,902 $16.5M
Brant Point Investment Management LLC 3.76% Reduce -8.4% 91,794 $16.5M
Wealth Enhancement Advisory Services, LLC 0.04% Add +5.2% 91,488 $16.4M
Voloridge Investment Management, LLC 0.06% Reduce -81.4% 91,105 $16.4M
Bank of Nova Scotia 0.03% Reduce -38.1% 90,907 $16.3M
Aptus Capital Advisors, LLC 0.25% Add +20.0% 90,391 $16.2M
Financiere des Professionnels - Fonds d'investissement inc. 1.10% Reduce -0.2% 89,754 $16.1M
Cetera Investment Advisers 0.04% Reduce -5.8% 89,414 $16.1M
CCM Investment Advisers LLC 1.79% Reduce -3.2% 89,302 $16.0M
Hunter Perkins Capital Management, LLC 3.25% Reduce -16.1% 89,232 $16.0M
Agf Management Ltd. 0.08% Add +0.7% 87,428 $15.7M
Lee Danner & Bass Inc. 1.10% Reduce -2.4% 87,094 $15.6M
Eagle Asset Management Inc. 0.08% Add +16.1% 73,797 $15.5M
SG Americas Securities, LLC 0.06% Add +24.9% 86,391 $15.5M
Hunter Associates Investment Management LLC 2.38% Reduce -0.3% 85,650 $15.4M
Daiwa Securities Group Inc. 0.07% Add +8.4% 85,412 $15.3M
New York Life Investment Management LLC 0.15% Reduce -4.4% 85,371 $15.3M
Baldwin Wealth Partners LLC 1.04% Reduce -1.3% 85,181 $15.3M
Logan Capital Management Inc. 0.63% Reduce -1.6% 85,160 $15.3M
Cyrus J. Lawrence, LLC 2.98% Add +0.7% 84,552 $15.2M
Shelton Capital Management 0.39% Reduce -6.5% 84,121 $15.1M
Rockefeller Capital Management L.P. 0.04% Add +0.4% 83,940 $15.1M
Ramsay, Stattman, Vela & Price, Inc. 2.80% Reduce -1.1% 83,843 $15.1M
FineMark National Bank & Trust 0.52% Add +0.5% 83,471 $15.0M
Bell Asset Management Ltd 2.72% Reduce -27.4% 82,736 $14.9M
Farmers & Merchants Investments Inc. 0.46% Reduce -0.7% 82,507 $14.8M
Los Angeles Capital Management LLC 0.06% Reduce -18.9% 82,466 $14.8M
Public Employees Retirement Association of Colorado 0.06% Reduce -0.2% 81,613 $14.7M
Yousif Capital Management, LLC 0.16% Reduce -2.1% 81,143 $14.6M
Venturi Wealth Management, LLC 0.76% Add +1.9% 80,587 $14.5M
Puzo Michael J 3.78% Reduce -0.5% 80,578 $14.5M
Federation des caisses Desjardins du Quebec 0.07% Add +38.1% 80,580 $14.5M
Cambridge Investment Research Advisors, Inc. 0.05% Add +18.6% 80,350 $14.4M
Great Valley Advisor Group, Inc. 0.35% Reduce -0.5% 79,878 $14.4M
Ethic Inc. 0.36% Reduce -5.3% 88,698 $14.2M
Steamboat Capital Partners, LLC 4.45% Add +30.4% 78,344 $14.1M
American National Bank & Trust 1.66% Add +3.6% 78,304 $14.1M
Running Oak Capital LLC 1.90% Reduce -2.6% 78,253 $14.1M
Kidder Stephen W 4.14% Reduce -2.9% 78,067 $14.0M
State of Alaska, Department of Revenue 0.15% Add +4.4% 76,633 $13.8M
Romano Brothers and Company 1.66% Add +4.9% 74,252 $13.3M
Bellecapital International Ltd. 2.64% Add +0.9% 73,448 $13.2M
Nissay Asset Management Corp. /Japan 0.08% Add +3.4% 73,431 $13.2M
GDS Wealth Management 1.27% Add +9.7% 72,506 $13.0M
Bragg Financial Advisors, Inc 0.54% Add +0.1% 72,563 $13.0M
Prio Wealth Limited Partnership 0.38% Reduce -2.7% 71,928 $12.9M
PGGM Investments 0.16% Add +8.0% 71,642 $12.9M
Addenda Capital Inc. 0.46% Reduce -0.2% 71,476 $12.8M
Mutual of America Capital Management LLC 0.13% Reduce -3.9% 70,897 $12.7M
Woodstock Corp. 1.21% Add +0.0% 70,124 $12.6M
Pathstone Holdings, LLC 0.06% Reduce -1.4% 69,916 $12.6M
LSV Asset Management 0.03% Reduce -18.8% 69,600 $12.5M
Dillon & Associates Inc. 1.76% Add +10.1% 69,409 $12.5M
Pacer Advisors, Inc. 0.03% Add +10.0% 68,721 $12.3M
HighTower Advisors, LLC 0.02% Reduce -0.8% 68,558 $12.3M
Legacy Private Trust Co. 0.83% Reduce -4.7% 68,409 $12.3M
Panagora Asset Management Inc. 0.06% Reduce -0.0% 68,401 $12.3M
Walleye Trading LLC 0.29% Add +60.7% 68,308 $12.3M
Pinnacle Financial Partners Inc 0.24% Add +0.6% 67,546 $12.1M
Headinvest, LLC 2.24% Reduce -2.1% 67,397 $12.1M
Bahl & Gaynor LLC 0.06% Reduce -1.3% 67,051 $12.0M
O'shaughnessy Asset Management, LLC 0.11% Add +6.8% 62,183 $12.0M
iA Global Asset Management Inc. 0.21% Add +1260.8% 66,708 $12.0M
Clark Estates Inc. 2.18% Reduce -34.9% 65,300 $11.7M
Robertson Opportunity Capital, LLC 4.48% No change 64,600 $11.6M
Lido Advisors, LLC 0.09% Add +393.3% 64,561 $11.6M
Natixis 0.07% Reduce -56.5% 63,897 $11.5M
Webster Bank, N. A. 1.22% Reduce -4.8% 63,679 $11.4M
M&G PLC 0.07% Reduce -8.1% 62,552 $11.3M
Diversified Trust Co. 0.28% Add +2.7% 61,972 $11.1M
Sequoia Financial Advisors, LLC 0.12% Add +354.5% 61,886 $11.1M
Live Oak Private Wealth LLC 1.80% Reduce -0.7% 61,788 $11.1M
L. Roy Papp & Associates, LLP 1.32% Add +0.7% 60,558 $10.9M
McKinley Carter Wealth Services, Inc. 0.66% Reduce -1.0% 60,349 $10.8M
Chesley Taft & Associates LLC 0.52% Reduce -1.8% 60,303 $10.8M
Janney Montgomery Scott LLC 0.03% Reduce -12.7% 60,091 $10.8M
Ilmarinen Mutual Pension Insurance Co 0.12% No change 60,000 $10.8M
Oppenheimer Asset Management Inc. 0.13% Reduce -34.3% 59,347 $10.7M
ProVise Management Group, LLC 0.84% Add +0.3% 59,217 $10.6M
Advisors Asset Management, Inc. 0.19% Add +4.2% 58,886 $10.6M
Peapack Gladstone Financial Corp. 0.15% Reduce -12.4% 57,874 $10.4M
Cozad Asset Management Inc. 0.97% Reduce -0.3% 56,812 $10.2M
Tocqueville Asset Management L.P. 0.16% Reduce -3.2% 56,554 $10.2M
CX Institutional 0.45% Add +16.4% 56,440 $10.1M
Shell Asset Management Co. 0.45% — 56,415 $10.1M
Hudson Bay Capital Management LP 0.08% Add +22.8% 56,408 $10.1M
Osaic Holdings, Inc. 0.02% Reduce -8.9% 56,332 $10.1M
Legal Advantage Investments, Inc. 5.52% Reduce -0.7% 55,887 $10.0M
First Hawaiian Bank 0.32% Reduce -14.7% 55,884 $10.0M
World Investment Advisors 0.32% Add +1469.7% 55,802 $10.0M
Elo Mutual Pension Insurance Co 0.21% Add +2.6% 55,608 $10.0M
Guggenheim Capital LLC 0.07% Add +1.7% 54,920 $9.9M
Soros Capital Management LLC 2.37% Add +71.7% 54,797 $9.8M
Middleton & Co. Inc. 1.08% Reduce -1.1% 54,223 $9.7M
River Global Investors LLP 2.09% Reduce -0.6% 54,111 $9.7M
Carderock Capital Management Inc. 2.28% Reduce -0.1% 53,717 $9.7M
M&R Capital Management Inc. 2.12% Reduce -1.2% 53,608 $9.6M
Marks Group Wealth Management, Inc 0.92% Reduce -3.8% 53,588 $9.6M
Hound Partners, LLC 2.40% Reduce -47.2% 53,419 $9.6M
Builder Investment Group Inc. 2.57% No change 53,237 $9.6M
BTC Capital Management, Inc. 0.84% Reduce -5.9% 52,598 $9.4M
Liberty Capital Management, Inc. 2.08% Add +0.4% 52,241 $9.4M
Contravisory Investment Management, Inc. 2.00% Reduce -0.9% 52,028 $9.3M
Vanguard Personalized Indexing Management, LLC 0.15% Add +20.7% 52,015 $9.3M
Dnca Finance 0.82% New 51,500 $9.3M
Atria Investments, Inc 0.11% Reduce -13.8% 51,326 $9.2M
Verdence Capital Advisors LLC 0.73% Add +2.1% 51,163 $9.2M
Smithbridge Asset Management Inc. 1.58% Reduce -6.4% 51,118 $9.2M
Sanctuary Advisors, LLC 0.06% Reduce -29.0% 41,355 $9.2M
Two Point Capital Management, Inc. 3.32% Add +1.2% 50,611 $9.1M
Wellington Management Group LLP 0.00% Add +80.1% 50,386 $9.1M
Eagle Rock Investment Company, LLC 1.51% Add +24.0% 50,200 $9.0M
Hantz Financial Services, Inc. 0.16% Reduce -4.9% 49,769 $8.9M
Wilkins Investment Counsel Inc. 1.24% Reduce -2.5% 49,753 $8.9M
Spire Wealth Management 0.30% Reduce -3.1% 49,516 $8.9M
Brooktree Capital Management 7.20% Reduce -0.7% 49,340 $8.9M
Oregon Public Employees Retirement Fund 0.17% Reduce -1.9% 49,276 $8.9M
Intech Investment Management LLC 0.10% Reduce -9.5% 49,229 $8.8M
AMJ Financial Wealth Management 2.54% Add +0.6% 49,222 $8.8M
First National Trust Co 0.34% Reduce -1.1% 48,924 $8.8M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +16.3% 55,801 $8.8M
Palmer Knight Co 3.82% Reduce -1.1% 48,402 $8.7M
Gulf International Bank (UK) Ltd 0.22% Reduce -5.2% 48,144 $8.6M
Core Alternative Capital 1.67% Reduce -12.6% 48,102 $8.6M
Oarsman Capital, Inc. 1.59% Reduce -1.0% 47,884 $8.6M
Patton Albertson Miller Group, LLC 1.16% Reduce -5.5% 47,334 $8.5M
Marietta Investment Partners LLC 1.80% Reduce -0.7% 47,213 $8.5M
Cary Street Partners Investment Advisory LLC 0.31% Reduce -1.1% 46,916 $8.4M
Prudential PLC 0.04% Reduce -28.3% 46,820 $8.4M
Thomas Story & Son LLC 3.43% Reduce -0.0% 46,800 $8.4M
Cheviot Value Management, LLC 1.58% Reduce -12.1% 46,489 $8.4M
Redmond Asset Management, LLC 2.61% Reduce -0.9% 46,367 $8.3M
Sendero Wealth Management, LLC 1.31% Add +4.2% 46,322 $8.3M
Jacobs & Co. 0.83% Reduce -5.1% 46,264 $8.3M
Delaney Dennis R 4.28% Reduce -3.2% 46,176 $8.3M
M. Kraus & Co 2.42% Reduce -2.3% 45,947 $8.3M
Hills Bank & Trust Co 0.62% Reduce -4.2% 45,810 $8.2M
Sora Investors LLC 1.42% New 45,259 $8.1M
Howe & Rusling Inc. 0.70% Add +3.6% 45,113 $8.1M
Man Group plc 0.02% Add +103.8% 44,933 $8.1M
Ayrshire Capital Management LLC 3.84% Reduce -1.4% 44,909 $8.1M
AdvisorShares Investments LLC 1.54% Add +1.6% 44,759 $8.0M
Thompson Investment Management, Inc. 1.14% Reduce -0.6% 44,365 $8.0M
HM Payson & Co. 0.14% Reduce -6.1% 44,076 $7.9M
Curi Capital, LLC 0.18% Add +1.8% 44,030 $7.9M
Weiss Asset Management LP 0.29% Add +222.7% 43,508 $7.8M
Cresset Asset Management, LLC 0.03% Add +3.1% 43,441 $7.8M
Argent Financial Group, Inc. 0.92% — 43,016 $7.7M
Baker Ellis Asset Management LLC 1.09% Reduce -0.6% 42,830 $7.7M
VeriStar Capital Management LP 10.56% Reduce -62.3% 42,154 $7.6M
Marshall & Sullivan Inc. 3.64% Reduce -2.2% 42,142 $7.6M
Resources Management Corp. /CT/ 1.02% Reduce -1.0% 42,138 $7.6M
Assetmark, Inc. 0.02% Add +27.4% 41,436 $7.4M
TD Waterhouse Canada Inc. 0.06% Add +5.0% 40,964 $7.4M
Edgemoor Investment Advisors, Inc. 0.65% Add +3.2% 41,154 $7.4M
Orion Porfolio Solutions, LLC 0.07% Reduce -10.7% 41,073 $7.4M
Orion Portfolio Solutions, LLC 0.07% Reduce -10.7% 41,073 $7.4M
Quantinno Capital Management LP 0.10% Add +19.6% 40,972 $7.4M
Cloverfields Capital Group, LP 2.38% Reduce -7.9% 40,938 $7.4M
Notis-McConarty Edward 3.31% Reduce -11.2% 40,702 $7.3M
Vontobel Holding Ltd. 0.02% Add +0.4% 40,676 $7.3M
Townsquare Capital LLC 0.09% Add +5.8% 40,399 $7.3M
CMH Wealth Management LLC 1.71% Reduce -2.4% 40,374 $7.3M
Brookstone Capital Management 0.11% Add +17.2% 40,306 $7.2M
Ironwood Investment Counsel, LLC 1.20% Reduce -0.3% 40,189 $7.2M
Kentucky Retirement Systems 0.21% Reduce -9.0% 40,108 $7.2M
John G Ullman & Associates Inc. 1.03% Reduce -7.5% 39,835 $7.2M
Tandem Investment Advisors, Inc. 0.27% Reduce -1.7% 39,797 $7.2M
Swiss Life Asset Management Ltd 0.08% Add +8.8% 39,444 $7.1M
Selway Asset Management 2.74% No change 39,005 $7.0M
Focus Partners Wealth 0.02% Reduce -34.9% 38,593 $6.9M
Graybill Wealth Management, LTD. 2.56% Reduce -1.7% 38,441 $6.9M
Wealthfront Advisers LLC 0.02% Add +12.1% 37,823 $6.8M
Mizuho Securities USA LLC 0.14% Reduce -17.3% 37,333 $6.7M
Hudson Edge Investment Partners Inc. 1.24% Reduce -2.5% 37,256 $6.7M
Carmel Capital Management L.L.C. 2.51% Reduce -0.8% 37,240 $6.7M
Cox Capital Mgt LLC 3.96% Reduce -26.9% 36,816 $6.6M
Eley Financial Management, Inc 2.64% Reduce -2.2% 36,550 $6.6M
Hartford Investment Management Co. 0.22% Reduce -3.2% 36,355 $6.5M
Capitolis Liquid Global Markets LLC 0.07% New 36,150 $6.5M
Gilman Hill Asset Management, LLC 1.09% Add +2.0% 36,141 $6.5M
Buckhead Capital Management LLC 2.05% Reduce -7.8% 36,018 $6.5M
Matrix Asset Advisors Inc. 0.72% Reduce -3.1% 35,971 $6.5M
MAI Capital Management 0.06% Reduce -2.9% 35,792 $6.4M
Crossmark Global Holdings, Inc. 0.12% Reduce -16.9% 35,764 $6.4M
Anchor Investment Management, LLC 0.60% Add +1.4% 35,463 $6.4M
GTS Securities LLC 0.13% Add +108.1% 35,382 $6.4M
Reynders McVeigh Capital Management, LLC 0.34% Reduce -4.2% 35,354 $6.4M
Compass Wealth Management LLC 1.49% Reduce -1.8% 35,184 $6.3M
D L Carlson Investment Group Inc. 1.14% Reduce -0.6% 35,130 $6.3M
Geneos Wealth Management Inc. 0.24% Reduce -3.7% 34,835 $6.3M
Baxter Bros Inc. 0.81% Reduce -8.2% 34,818 $6.3M
DF Dent & Co. Inc. 0.08% Reduce -1.7% 34,745 $6.2M
Nicollet Investment Management, Inc. 2.13% Add +0.1% 34,298 $6.2M
First Western Trust Bank 0.28% Reduce -8.2% 34,099 $6.1M
Tidal Investments LLC 0.07% Add +10.5% 34,032 $6.1M
Snowden Capital Advisors LLC 0.18% Add +0.4% 33,972 $6.1M
Nilsine Partners, LLC 0.78% Reduce -1.1% 33,657 $6.0M
SFE Investment Counsel 1.25% Add +0.5% 33,489 $6.0M
BSN CAPITAL PARTNERS Ltd 1.17% New 38,163 $6.0M
Maryland State Retirement & Pension System 0.13% Reduce -27.0% 33,154 $6.0M
Meridian Management Co. 1.51% Add +8.5% 33,111 $5.9M
Argent Trust Co 0.25% Add +0.9% 32,998 $5.9M
Value Holdings Management Co. LLC 1.04% No change 33,000 $5.9M
Buffington Mohr McNeal 0.97% Reduce -0.9% 32,857 $5.9M
Bey-Douglas LLC 5.15% Reduce -0.4% 32,643 $5.9M
SpiderRock Advisors, LLC 0.13% Add +127.8% 32,631 $5.9M
Rakuten Investment Management, Inc. 0.03% Add +31.3% 32,794 $5.8M
Louisiana State Employees Retirement System 0.11% Reduce -2.1% 32,400 $5.8M
NorthCrest Asset Manangement, LLC 0.18% Reduce -3.4% 32,304 $5.8M
Savant Capital, LLC 0.05% Add +80.2% 32,271 $5.8M
Bull Street Advisors, LLC 2.68% Reduce -0.5% 32,160 $5.8M
Walleye Capital LLC 0.07% Reduce -75.1% 31,966 $5.7M
Stone Run Capital, LLC 2.14% Reduce -11.2% 31,925 $5.7M
Securian Asset Management, Inc. 0.17% Reduce -5.3% 31,842 $5.7M
Daiichi Life Insurance Co., Ltd. 0.14% No change 31,795 $5.7M
Ieq Capital, LLC 0.07% Reduce -2.0% 31,785 $5.7M
Prescott Group Capital Management, L.L.C. 0.82% No change 31,564 $5.7M
Captrust Financial Advisors 0.02% Reduce -38.9% 31,393 $5.6M
Glenview Trust Co 0.11% Reduce -0.4% 31,042 $5.6M
NewSquare Capital LLC 0.44% New 30,921 $5.6M
Moore Capital Management, LP 0.17% New 30,272 $5.4M
Monarch Capital Management Inc. 1.46% Reduce -0.5% 30,260 $5.4M
B. Metzler seel. Sohn & Co. Holding AG 0.05% — 30,045 $5.4M
B. Metzler seel. Sohn & Co. AG 0.05% Add +5.1% 30,045 $5.4M
Avior Wealth Management, LLC 0.21% Reduce -0.1% 29,798 $5.4M
Otter Creek Advisors, LLC 3.38% Reduce -3.9% 29,627 $5.3M
United Capital Financial Advisors, LLC 0.04% Add +0.0% 29,492 $5.3M
Stephens Inc. 0.07% Reduce -1.8% 29,111 $5.2M
New Mexico Educational Retirement Board 0.17% Reduce -5.3% 28,616 $5.1M
Timber Creek Capital Management LLC 1.42% Add +18.2% 28,294 $5.1M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -1.2% 28,254 $5.1M
Taylor Financial Group, Inc. 3.51% No change 28,242 $5.1M
Geneva Partners, LLC 2.19% Add +24.0% 28,181 $5.1M
Dempze Nancy E 2.82% Add +0.1% 28,126 $5.1M
EagleClaw Capital Managment, LLC 0.84% No change 28,085 $5.0M
Horan Capital Advisors, LLC. 1.67% Reduce -1.8% 27,966 $5.0M
HB Wealth Management, LLC 0.05% Add +3.1% 27,897 $5.0M
Elevatus Welath Management 1.64% Add +136.5% 27,887 $5.0M
SouthState Bank Corp 0.34% Reduce -0.2% 27,856 $5.0M
WINTON GROUP Ltd 0.35% New 27,764 $5.0M
Fiduciary Trust Co 0.07% Reduce -0.5% 27,709 $5.0M
Prime Capital Investment Advisors, LLC 0.07% Reduce -6.8% 27,698 $5.0M
Keel Point, LLC 0.41% Reduce -4.2% 27,660 $5.0M
NEOS Investment Management LLC 0.15% Add +26.0% 27,583 $5.0M
Capital City Trust Co. 1.23% Add +2.4% 27,582 $5.0M
Clayton Partners LLC 3.57% Reduce -0.8% 27,553 $4.9M
Ashton Thomas Securities, LLC 0.95% Add +8.7% 27,259 $4.9M
Prana Capital Management, LP 0.22% Reduce -80.3% 27,144 $4.9M
Graypoint LLC 0.31% Add +1.8% 27,077 $4.9M
Nemes Rush Group LLC 0.71% Reduce -4.4% 30,430 $4.9M
OneDigital Investment Advisors LLC 0.05% Reduce -7.4% 26,724 $4.8M
FFT Wealth Management LLC 0.36% Add +0.7% 26,663 $4.8M
Illinois Municipal Retirement Fund 0.07% No change 26,601 $4.8M
Ami Investment Management Inc. 1.61% Reduce -7.1% 26,554 $4.8M
Meridian Wealth Advisors, LLC 0.79% Add +2.3% 26,360 $4.7M
Robbins Farley 2.38% Reduce -7.8% 26,279 $4.7M
Ascent Group, LLC 0.36% Reduce -0.6% 26,236 $4.7M
Chiron Investment Management, LLC 1.66% New 26,213 $4.7M
Harber Asset Management LLC 1.41% Reduce -27.0% 25,945 $4.7M
Principal Securities, Inc. 0.11% Add +6.6% 25,752 $4.6M
Schonfeld Strategic Advisors LLC 0.04% Add +34.6% 25,731 $4.6M
Keeler Thomas Management LLC 1.46% Add +2.2% 25,672 $4.6M
National Bank of Canada 0.01% Reduce -6.7% 25,529 $4.6M
Investment Management Corp of Ontario 0.10% Add +32.9% 25,443 $4.6M
Cadence Bank 0.31% Reduce -0.3% 25,141 $4.5M
Jag Capital Management, LLC 0.54% Add +1.9% 24,924 $4.5M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +2490200.0% 24,903 $4.5M
Van Eck Associates Corp. 0.01% Reduce -3.8% 22,105 $4.5M
Marex Group Ltd 0.10% Add +31.0% 24,751 $4.4M
Vinva Investment Management Ltd 0.19% Add +2.3% 24,896 $4.4M
First Financial Bank - Trust Division 0.41% Add +1.1% 24,709 $4.4M
Silphium Asset Management Ltd 1.59% Add +29.8% 24,513 $4.4M
JB Capital LLC 0.25% Add +1.5% 24,323 $4.4M
Lombard Odier Asset Management (Europe) Ltd 0.29% Reduce -25.5% 24,136 $4.3M
First Trust Direct Indexing L.P. 0.23% Add +15.0% 24,022 $4.3M
E. Ohman J:or Asset Management AB 0.11% Reduce -6.5% 23,950 $4.3M
Simplex Trading, LLC 0.14% Add +1577.1% 23,865 $4.3M
Public Sector Pension Investment Board 0.02% Add +9.7% 23,839 $4.3M
OMERS ADMINISTRATION Corp 0.04% Add +13.4% 23,631 $4.2M
Capital Analysts, LLC 0.17% Add +7.2% 23,580 $4.2M
Avantax Advisory Services, Inc. 0.03% Add +6.6% 23,526 $4.2M
Blume Capital Management, Inc. 0.95% Reduce -2.3% 23,507 $4.2M
Indiana Trust & Investment Management Co 1.44% Reduce -1.6% 23,483 $4.2M
Forvis Mazars Wealth Advisors, LLC 0.10% Reduce -0.9% 23,397 $4.2M
Norinchukin Bank, The 0.10% Add +13.6% 23,316 $4.2M
Fred Alger Management, LLC 0.02% Reduce -62.7% 23,307 $4.2M
Becker Capital Management Inc. 0.14% Add +0.6% 23,270 $4.2M
Cwm, LLC 0.02% Reduce -8.5% 23,222 $4.2M
Brown, Lisle/Cummings, Inc. 1.26% No change 23,150 $4.2M
NewEdge Advisors, LLC 0.03% Add +9.2% 23,132 $4.2M
Cary Street Partners Asset Management LLC 0.54% Reduce -2.4% 22,766 $4.1M
Advisory Services Network, LLC 0.08% No change 27,427 $4.1M
Metis Global Partners, LLC 0.13% Add +0.6% 22,698 $4.1M
Livforsakringsbolaget Skandia, Omsesidigt 0.22% Add +45.5% 22,571 $4.1M
Horizon Investment Services, LLC 1.73% Add +2.9% 22,542 $4.0M
Peddock Capital Advisors, LLC 0.97% Add +0.5% 22,537 $4.0M
CPC Advisors, LLC 0.60% Add +15.8% 22,473 $4.0M
Balefire, LLC 1.35% Reduce -18.4% 22,339 $4.0M
First National Bank of Omaha 0.26% Reduce -25.2% 22,331 $4.0M
Anderson Hoagland & Co. 0.41% No change 21,630 $4.0M
Trust Co. of Oklahoma 1.30% Add +0.3% 22,324 $4.0M
Forge First Asset Management Inc. 2.18% No change 22,200 $4.0M
Fulton Bank, N.A. 0.15% Reduce -7.1% 22,185 $4.0M
Agate Pass Investment Management, LLC 1.99% Reduce -5.0% 22,152 $4.0M
Robertson Stephens Wealth Management, LLC 0.15% Reduce -22.4% 22,070 $4.0M
Birch Capital Management, LLC 1.93% Add +2.7% 22,018 $4.0M
Taikang Asset Management (Hong Kong) Co Ltd 0.42% Add +238.5% 22,000 $4.0M
Moors & Cabot, Inc. 0.19% Reduce -1.5% 21,630 $3.9M
First National Advisers, LLC 0.62% Reduce -14.5% 21,607 $3.9M
Achmea Investment Management B.V. 0.06% No change 21,568 $3.9M
Cornerstone Advisors, LLC 0.15% No change 21,500 $3.9M
Plato Investment Management Ltd 0.31% Add +3.8% 21,490 $3.9M
Baldwin Investment Management, LLC 0.48% Reduce -2.7% 21,345 $3.8M
Raymond James Trust N.A. 0.08% Add +10.4% 21,208 $3.8M
Wisconsin Capital Management LLC 2.00% Add +0.3% 21,175 $3.8M
Vident Advisory, LLC 0.10% Add +27.4% 21,104 $3.8M
Prelude Capital Management, LLC 0.29% Reduce -1.2% 21,077 $3.8M
Alpha Cubed Investments, LLC 0.17% Reduce -9.0% 21,022 $3.8M
Hohimer Wealth Management, LLC 0.80% Add +0.1% 20,752 $3.7M
Empirical Finance, LLC 0.22% Add +1.9% 20,664 $3.7M
AMG National Trust Bank 0.10% Reduce -8.9% 20,652 $3.7M
Private Advisor Group, LLC 0.02% Reduce -1.4% 20,521 $3.7M
Mission Wealth Management, LP 0.09% Reduce -1.0% 20,323 $3.7M
Siemens Fonds Invest GmbH 0.29% Reduce -0.7% 20,322 $3.7M
KLCM Advisors, Inc. 0.43% Add +5.3% 20,243 $3.6M
Greenland Capital Management LP 0.65% Add +71.2% 20,035 $3.6M
Altrafin AG 1.29% No change 20,000 $3.6M
ClariVest Asset Management LLC 0.37% No change 24,107 $3.6M
Davidson Capital Management Inc. 1.04% Reduce -1.0% 19,997 $3.6M
Lombard Odier Asset Management (Switzerland) SA 0.30% Add +5.2% 19,940 $3.6M
Graphene Investments SAS 2.29% Reduce -11.6% 19,900 $3.6M
Investment Research & Advisory Group, Inc. 1.51% Add +1.1% 19,869 $3.6M
Praxis Investment Management Inc. 0.22% No change 19,746 $3.5M
Campbell Newman Asset Management Inc. 0.27% Reduce -2.3% 19,736 $3.5M
Atlantic Edge Private Wealth Management, LLC 1.08% Add +0.6% 19,710 $3.5M
Sterling Capital Management LLC 0.05% — 19,664 $3.5M
Alpine Woods Capital Investors, LLC 0.62% No change 16,375 $3.5M
Chartwell Investment Partners, LLC 0.12% Reduce -3.6% 19,320 $3.5M
Albert D Mason Inc. 2.21% Reduce -5.3% 19,192 $3.4M
Sumitomo Life Insurance Co. 0.07% Add +18.0% 19,062 $3.4M
Bleakley Financial Group, LLC 0.10% Add +2.9% 18,928 $3.4M
Apollon Wealth Management, LLC 0.10% Reduce -7.3% 18,806 $3.4M
Penobscot Investment Management Company, Inc. 0.30% Reduce -2.2% 18,752 $3.4M
Eads & Heald Wealth Management 1.58% Reduce -7.6% 18,569 $3.3M
Bridges Investment Management Inc. 0.05% Add +0.1% 18,527 $3.3M
Robinson Value Management, Ltd. 2.15% Reduce -1.2% 18,478 $3.3M
Hall Laurie J Trustee 1.05% Reduce -0.2% 18,410 $3.3M
Atria Wealth Solutions, Inc. 0.04% Reduce -1.5% 18,259 $3.3M
Northwestern Mutual Investment Management Company, LLC 0.08% Reduce -2.0% 18,246 $3.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +19.3% 18,114 $3.3M
Berger Financial Group, Inc 0.23% Reduce -1.3% 18,107 $3.3M
LaFleur & Godfrey LLC 0.45% Reduce -7.3% 18,041 $3.2M
Ellenbecker Investment Group 0.61% Reduce -10.6% 17,992 $3.2M
CHB Investment Group, LLC 1.71% — 17,962 $3.2M
Axxcess Wealth Management, LLC 0.08% Reduce -2.0% 17,877 $3.2M
Wilmington Savings Fund Society, FSB 0.06% Add +332.9% 17,314 $3.1M
Gabelli Funds LLC 0.02% Reduce -8.0% 17,300 $3.1M
Condor Capital Management 0.28% Add +278.1% 17,132 $3.1M
First Horizon Advisors, Inc. 0.09% Add +3.9% 17,089 $3.1M
Kentucky Retirement Systems Insurance Trust Fund 0.21% Reduce -9.7% 17,046 $3.1M
Olstein Capital Management, L.P. 0.52% Add +30.8% 17,000 $3.1M
Maxwell Wealth Strategies Inc. 1.30% Add +23.6% 15,009 $3.0M
Ashton Thomas Private Wealth, LLC 0.16% Add +24.8% 16,539 $3.0M
WESCAP Management Group, Inc. 0.74% Reduce -1.7% 16,340 $2.9M
Tokio Marine Asset Management Co. Ltd. 0.13% Add +4.7% 16,032 $2.9M
North Star Investment Management Corp. 0.20% No change 16,018 $2.9M
Barry Investment Advisors, LLC 0.88% Reduce -14.0% 16,006 $2.9M
Portfolio Design Labs, LLC 0.80% Reduce -7.8% 15,923 $2.9M
Fairbanks Capital Management, Inc. 1.78% Add +3.6% 15,781 $2.8M
Park Avenue Securities LLC 0.03% Reduce -23.9% 15,622 $2.8M
Salvus Wealth Management, LLC 1.72% New 15,591 $2.8M
Aviso Financial Inc. 0.14% Reduce -1.7% 15,565 $2.8M
Argyle Capital Management, LLC 1.11% Reduce -11.2% 15,523 $2.8M
Squarepoint Ops LLC 0.01% Reduce -2.3% 15,500 $2.8M
Harbor Capital Advisors, Inc. 0.12% Reduce -9.9% 15,448 $2.8M
Ostrum Asset Management 0.23% Reduce -1.6% 15,432 $2.8M
Fiduciary Family Office, LLC 0.90% Reduce -3.7% 15,259 $2.7M
Kendall Capital Management 0.84% Add +1.8% 15,148 $2.7M
Hamilton Capital Partners Inc. 0.23% Add +5.5% 15,082 $2.7M
Newman Dignan & Sheerar, Inc. 0.65% Add +0.3% 13,367 $2.7M
Meeder Advisory Services, Inc. 0.17% Reduce -1.1% 14,890 $2.7M
Avanda Investment Management Pte. Ltd. 0.52% Reduce -49.5% 14,883 $2.7M
Burney Co./ 0.10% No change 14,863 $2.7M
Laird Norton Wetherby Wealth Management, LLC 0.12% Reduce -1.0% 14,804 $2.7M
Integrated Wealth Concepts LLC 0.03% Reduce -3.9% 14,793 $2.7M
Palumbo Wealth Management LLC 1.03% Add +2.2% 14,761 $2.7M
Coldstream Capital Management Inc. 0.06% Add +14.0% 14,419 $2.6M
BDF-Gestion 0.28% No change 20,000 $2.6M
UMB Bank, n.a. 0.04% Add +1.2% 14,596 $2.6M
GAMMA Investing LLC 0.26% Add +19.4% 14,547 $2.6M
Longbow Finance SA 0.28% New 14,439 $2.6M
Asio Capital, LLC 0.49% New 14,424 $2.6M
Harrell Investment Partners, LLC 0.73% Add +0.8% 14,297 $2.6M
Mgo One Seven LLC 0.11% Add +3.0% 14,285 $2.6M
DAVENPORT & Co LLC 0.02% Add +1.4% 14,282 $2.6M
Hel Ved Capital Management Ltd 1.21% New 14,250 $2.6M
Roundview Capital LLC 0.18% Add +5.9% 14,210 $2.6M
Harbor Investment Advisory, LLC 0.25% Reduce -2.7% 14,124 $2.5M
Caprock Group, LLC 0.09% Reduce -8.1% 14,022 $2.5M
Paloma Partners Management Co 0.17% Reduce -37.4% 14,000 $2.5M
Tower Research Capital LLC (TRC) 0.07% Reduce -60.1% 13,922 $2.5M
Legato Capital Management LLC 0.31% No change 13,893 $2.5M
City Holding Co. 0.35% Add +13.7% 13,877 $2.5M
CENTRAL TRUST Co 0.06% Reduce -27.9% 13,853 $2.5M
Fayez Sarofim & Co 0.01% No change 13,844 $2.5M
MTM Investment Management, LLC 0.96% Add +0.1% 13,322 $2.5M
Cullen Investment Group, LTD. 0.37% Add +1.5% 13,741 $2.5M
Thoroughbred Financial Services, LLC 0.16% Reduce -0.3% 13,720 $2.5M
Trinity Financial Advisors LLC 1.10% Reduce -1.9% 19,014 $2.5M
Passumpsic Savings Bank 1.61% Reduce -1.3% 13,694 $2.5M
United Services Automobile Association 0.06% Reduce -18.0% 13,553 $2.4M
Comprehensive Financial Consultants Institutional, Inc. 0.89% Add +0.5% 13,537 $2.4M
Wealthspire Advisors, LLC 0.02% Add +13.0% 13,517 $2.4M
Hardy Reed LLC 0.22% No change 13,378 $2.4M
Baron Capital (BAMCO) 0.01% No change 13,300 $2.4M
Howland Capital Management LLC 0.10% Add +1.0% 13,294 $2.4M
Scotia Capital Inc. 0.01% Add +23.8% 13,068 $2.3M
Tiaa Trust, National Association 0.01% Add +12.2% 12,973 $2.3M
Buttonwood Financial Advisors Inc. 1.01% Reduce -5.0% 12,929 $2.3M
Annex Advisory Services, LLC 0.07% No change 12,872 $2.3M
XTX Topco Ltd 0.17% Add +20.1% 12,869 $2.3M
Burke & Herbert Bank & Trust Co. 0.54% Reduce -0.7% 12,850 $2.3M
Citizens Financial Group Inc. 0.05% Add +1.8% 12,824 $2.3M
GLOBALT Investments LLC / GA 0.09% Add +2.5% 12,785 $2.3M
Analyst IMS Investment Management Services Ltd. 0.09% No change 12,770 $2.3M
Sabal Trust CO 0.12% No change 12,638 $2.3M
Dakota Wealth Management 0.05% Reduce -3.6% 12,614 $2.3M
Signaturefd, LLC 0.04% Reduce -8.7% 12,604 $2.3M
Covey Capital Advisors, LLC 2.50% Reduce -3.3% 12,577 $2.3M
Summit Trail Advisors, LLC 0.06% Add +0.8% 12,538 $2.3M
Main Street Financial Solutions, LLC 0.21% Reduce -1.7% 12,536 $2.3M
HighPoint Advisor Group LLC 0.13% Add +34.7% 11,051 $2.2M
Magellan Asset Management Ltd 0.02% Reduce -27.8% 12,396 $2.2M
Sawyer & Company, Inc 0.82% Add +2.0% 12,388 $2.2M
EP Wealth Advisors, LLC 0.02% Add +0.8% 12,373 $2.2M
Concurrent Investment Advisors, LLC 0.07% Add +9.8% 12,342 $2.2M
Arvest Investments, Inc. 0.33% Reduce -22.2% 12,342 $2.2M
Pinnacle Associates Ltd. 0.04% Reduce -1.4% 16,668 $2.2M
Palisade Asset Management, LLC 0.22% Reduce -18.3% 12,252 $2.2M
Private Capital Advisors, Inc. 0.24% No change 12,250 $2.2M
Jackson Hole Capital Partners, LLC 0.46% Add +3.5% 12,237 $2.2M
Carrera Capital Advisors 0.53% Add +17.5% 12,130 $2.2M
Midwest Professional Planners, LTD. 0.67% Add +3.3% 12,121 $2.2M
Wolverine Trading, LLC 0.06% Add +285.1% 12,190 $2.2M
Kovack Advisors, Inc. 0.23% No change 12,067 $2.2M
Greenleaf Trust 0.02% Reduce -0.1% 12,065 $2.2M
WealthShield Partners, LLC 0.29% Add +4.5% 12,002 $2.2M
Barbara Oil Co. 0.88% No change 12,000 $2.2M
Mill Creek Capital Advisors, LLC 0.05% Reduce -11.2% 11,914 $2.1M
Lindbrook Capital, LLC 0.19% Add +34.6% 11,909 $2.1M
Twin Capital Management Inc. 0.24% Reduce -31.2% 11,852 $2.1M
V-Square Quantitative Management LLC 0.31% Add +2.1% 11,813 $2.1M
Unique Wealth, LLC 0.48% Add +18.6% 11,715 $2.1M
Liontrust Investment Partners LLP 0.03% No change 14,109 $2.1M
Benchmark Investment Advisors LLC 1.50% Add +0.9% 11,680 $2.1M
Harvey Capital Management Inc. 0.52% Reduce -0.8% 11,670 $2.1M
Benjamin Edwards Inc. 0.03% Add +8027.3% 11,622 $2.1M
Vestcor Inc 0.06% No change 11,357 $2.0M
Lanark Financial, Inc. 0.17% Add +5.1% 11,347 $2.0M
Nomura Holdings Inc. 0.02% Reduce -34.1% 11,342 $2.0M
Abundance Wealth Counselors 0.42% New 11,311 $2.0M
Central Valley Advisors, LLC 1.14% Add +1.2% 11,267 $2.0M
Chilton Investment Co. Inc. 0.05% Reduce -1.8% 11,175 $2.0M
Global Retirement Partners, LLC 0.06% Add +4.7% 11,112 $2.0M
Signature Wealth Management Group 0.80% Add +3.4% 11,064 $2.0M
Jacobi Capital Management LLC 0.15% Add +4.5% 11,060 $2.0M
Knollwood Investment Advisory, LLC 0.21% No change 11,056 $2.0M
Bokf, NA 0.04% Reduce -0.1% 10,800 $2.0M
AE Wealth Management LLC 0.02% Reduce -31.9% 10,980 $2.0M
LGT Group Foundation 0.03% New 10,772 $2.0M
Duncker Streett & Co. Inc. 0.36% No change 10,834 $1.9M
Qtron Investments LLC 0.27% No change 10,828 $1.9M
Ameritas Advisory Services, LLC 0.08% Reduce -57.9% 10,810 $1.9M
AdvisorNet Financial, Inc 0.14% Reduce -2.5% 10,796 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -1.7% 10,746 $1.9M
Allianz SE 0.05% Add +529.6% 10,703 $1.9M
Secure Asset Management, LLC 0.32% Reduce -7.7% 10,697 $1.9M
Oliver Lagore Vanvalin Investment Group 0.51% Reduce -19.0% 10,648 $1.9M
Alps Advisors Inc. 0.01% Reduce -18.2% 10,605 $1.9M
Legacy Advisors, LLC 0.21% Add +56.7% 10,554 $1.9M
Central Pacific Bank - Trust Division 0.25% Reduce -6.0% 10,533 $1.9M
Level Four Advisory Services, LLC 0.08% Add +2.2% 9,461 $1.9M
Boston Partners 0.00% Reduce -6.0% 10,321 $1.9M
Bray Capital Advisors 0.45% Reduce -6.1% 10,238 $1.8M
Moloney Securities Asset Management, LLC 0.25% Reduce -5.6% 10,178 $1.8M
Cadinha & Co. LLC 0.31% Reduce -85.2% 10,107 $1.8M
Embree Financial Group 0.32% Reduce -1.5% 10,100 $1.8M
ICW Investment Advisors LLC 0.76% Add +1.3% 10,098 $1.8M
Harbour Investments, Inc. 0.05% Add +0.8% 10,064 $1.8M
HighVista Strategies LLC 0.62% Reduce -35.4% 10,053 $1.8M
Black Creek Investment Management Inc. 0.06% New 10,038 $1.8M
China Universal Asset Management Co., Ltd. 0.20% New 10,000 $1.8M
Capital International Sarl 0.05% Add +50.5% 10,000 $1.8M
Great Lakes Advisors, LLC 0.01% Add +244.3% 9,987 $1.8M
Wedbush Securities Inc. 0.07% Reduce -26.2% 9,950 $1.8M
Independent Advisor Alliance 0.06% Reduce -1.3% 9,814 $1.8M
Veracity Capital LLC 0.67% Reduce -26.6% 9,806 $1.8M
Smithfield Trust Co 0.09% Add +1.7% 9,786 $1.8M
Manchester Capital Management LLC 0.21% No change 9,782 $1.8M
Montecito Bank & Trust 0.30% Add +0.3% 9,775 $1.8M
Exchange Traded Concepts, LLC 0.04% Reduce -11.1% 9,772 $1.8M
Yarbrough Capital, LLC 0.07% Reduce -24.7% 9,756 $1.8M
Andra AP-fonden 0.03% Reduce -82.5% 9,695 $1.7M
Redwood Investment Management, LLC 0.15% Reduce -1.9% 9,747 $1.7M
Pitcairn Co. 0.10% Reduce -5.7% 9,643 $1.7M
Archford Capital Strategies, LLC 0.26% Add +2.4% 8,942 $1.7M
Palouse Capital Management, Inc. 1.09% Reduce -4.5% 9,590 $1.7M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -49.5% 9,437 $1.7M
Equitable Holdings, Inc. 0.02% Add +7.1% 9,506 $1.7M
Lester Murray Antman dba SimplyRich 0.47% No change 9,418 $1.7M
Johnson Investment Counsel Inc. 0.02% Reduce -4.3% 9,397 $1.7M
Wolf Group Capital Advisors 0.80% Add +11.3% 13,378 $1.7M
Ifrah Financial Services, Inc. 0.45% Reduce -2.1% 9,335 $1.7M
Empowered Funds, LLC 0.03% Add +7.2% 9,328 $1.7M
DORCHESTER WEALTH MANAGEMENT Co 0.30% Reduce -9.1% 9,297 $1.7M
First Interstate Bank 0.10% Add +0.0% 9,281 $1.7M
Dynamic Advisor Solutions LLC 0.05% Add +4.4% 9,247 $1.7M
Profund Advisors LLC 0.06% Add +3.2% 9,098 $1.6M
CreativeOne Wealth, LLC 0.06% Add +18.3% 9,088 $1.6M
Focus Financial Network, Inc. 0.07% No change 9,079 $1.6M
DoubleLine ETF Adviser LP 0.40% Reduce -10.4% 9,034 $1.6M
Callahan Advisors, LLC 0.16% No change 8,985 $1.6M
Lionsbridge Wealth Management LLC 1.27% Reduce -3.4% 8,981 $1.6M
Ferguson Wellman Capital Management, Inc. 0.03% Add +1.1% 8,918 $1.6M
Act Two Investors LLC 0.30% Add +395.5% 8,894 $1.6M
Key Financial Inc 0.35% Add +0.3% 8,834 $1.6M
Centurion Wealth Management LLC 0.51% — 8,828 $1.6M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -15.6% 8,827 $1.6M
Semmax Financial Advisors Inc. 0.44% Reduce -1.9% 7,406 $1.6M
Aster Capital Management (DIFC) Ltd 0.34% — 8,798 $1.6M
Moody National Bank Trust Division 0.17% Reduce -4.3% 8,795 $1.6M
Brevan Howard Capital Management LP 0.08% Reduce -70.6% 8,791 $1.6M
Moneta Group Investment Advisors LLC 0.02% Add +4.8% 8,781 $1.6M
Delphi Management Inc. 1.43% Reduce -14.6% 8,767 $1.6M
Freestone Capital Holdings, LLC 0.05% Add +0.1% 8,713 $1.6M
Evoke Wealth, LLC 0.04% New 8,708 $1.6M
Composition Wealth, LLC 0.04% Add +9.8% 8,695 $1.6M
Oddo BHF Asset Management Sas 0.08% — 8,678 $1.6M
Owen LaRue, LLC 0.82% New 8,629 $1.6M
AustralianSuper Pty Ltd 0.01% New 8,604 $1.5M
&partners 0.03% Add +166.4% 8,593 $1.5M
Radnor Capital Management, LLC 0.23% New 8,588 $1.5M
Landaas & Co. /Wi 0.43% Add +35.6% 8,561 $1.5M
Cooper Financial Group 0.20% Reduce -40.7% 8,533 $1.5M
Granite Investment Partners, LLC 0.06% No change 8,440 $1.5M
Integral Investment Advisors, Inc. 0.41% Add +2.9% 8,436 $1.5M
Lebenthal Global Advisors, LLC 0.31% Reduce -0.4% 8,428 $1.5M
Wexford Capital LP 0.36% New 8,419 $1.5M
Addison Advisors LLC 0.42% No change 8,397 $1.5M
Abacus Planning Group, Inc. 0.27% Add +12.3% 8,364 $1.5M
Acadian Asset Management LLC 0.00% Reduce -59.1% 8,347 $1.5M
Arax Advisory Partners 0.13% Add +0.1% 8,270 $1.5M
Lederer & Associates Investment Counsel 1.04% Reduce -1.8% 8,220 $1.5M
Flputnam Investment Management Co. 0.03% Add +18.0% 10,013 $1.5M
Brown Brothers Harriman & Co. 0.01% Add +1.6% 8,180 $1.5M
Pflug Koory, LLC 0.10% — 8,165 $1.5M
JGP Wealth Management, LLC 0.19% Add +4.1% 8,084 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Add +0.1% 8,069 $1.4M
Darwin Wealth Management, LLC 0.40% New 8,067 $1.4M
AAFMAA Wealth Management & Trust LLC 0.64% Add +5.1% 8,024 $1.4M
Merit Financial Group, LLC 0.03% Reduce -14.3% 8,020 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -0.6% 7,962 $1.4M
Convergence Financial, LLC 0.30% Add +61.1% 7,923 $1.4M
CHICAGO TRUST Co NA 0.26% Add +4.4% 7,919 $1.4M
Ballentine Partners, LLC 0.02% Reduce -0.6% 7,914 $1.4M
Centiva Capital, LP 0.06% Reduce -73.5% 7,910 $1.4M
Haverford Trust Co 0.01% Add +0.5% 7,838 $1.4M
Horizon Investments, LLC 0.04% Reduce -10.0% 7,829 $1.4M
Smartleaf Asset Management LLC 0.17% Add +32.8% 7,882 $1.4M
Intelligence Driven Advisers, LLC 0.20% Add +1.5% 7,793 $1.4M
Farther Finance Advisors, LLC 0.05% Add +4.4% 7,782 $1.4M
Beacon Bridge Wealth Partners, LLC 0.60% No change 7,752 $1.4M
First Nebraska Trust Co 0.14% Add +1.3% 7,735 $1.4M
Anchor Capital Advisors LLC 0.04% No change 7,715 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +13.2% 7,682 $1.4M
Gould Capital, LLC 0.90% Add +0.6% 7,595 $1.4M
Bowman & Co S.C. 0.72% Add +10.6% 7,569 $1.4M
True North Advisors, LLC 0.36% Add +0.0% 7,559 $1.4M
Maia Wealth LLC 0.33% Add +13.6% 6,657 $1.4M
Legend Financial Advisors, Inc. 0.93% No change 7,526 $1.4M
Meritage Portfolio Management 0.08% No change 7,493 $1.3M
Unique Wealth Strategies, LLC 0.58% Add +4.6% 7,435 $1.3M
IFP Advisors, Inc 0.05% Reduce -4.6% 7,418 $1.3M
Spinnaker Trust 0.08% No change 7,371 $1.3M
Wesbanco Bank Inc. 0.04% Add +0.3% 7,367 $1.3M
17 Capital Partners, LLC 0.86% Add +40.1% 7,363 $1.3M
Trust Asset Management LLC 0.11% Reduce -0.8% 7,339 $1.3M
RDA Financial Network 0.41% Add +3.7% 7,332 $1.3M
Annis Gardner Whiting Capital Advisors, LLC 0.37% Reduce -5.6% 7,332 $1.3M
AlTi Global, Inc. 0.03% Reduce -8.7% 7,312 $1.3M
Dean Investment Associates, LLC 0.18% Reduce -8.7% 7,280 $1.3M
Court Place Advisors, LLC 0.38% Reduce -4.1% 7,248 $1.3M
Sapient Capital LLC 0.03% New 7,202 $1.3M
RIA Advisory Group LLC 0.45% — 7,171 $1.3M
Peoples Bank 0.66% Reduce -4.0% 7,150 $1.3M
Nicolet Advisory Services, LLC 0.12% Add +19.5% 6,939 $1.3M
Park Place Capital Corp 0.36% Add +66.3% 7,008 $1.3M
Legacy Trust 0.29% Reduce -1.5% 7,006 $1.3M
Brown Capital Management LLC 0.03% Reduce -0.8% 6,989 $1.3M
Transcend Capital Advisors, LLC 0.08% Add +0.2% 6,969 $1.3M
Empower Advisory Group, LLC 0.00% Reduce -8.3% 6,887 $1.2M
Stonehage Fleming Financial Services Holdings Ltd 0.03% Reduce -1.5% 6,836 $1.2M
HBK Sorce Advisory LLC 0.04% Reduce -0.7% 6,791 $1.2M
Smith, Moore & Co. 0.12% Add +2.3% 6,782 $1.2M
Ridgepath Capital Management LLC 0.97% No change 6,748 $1.2M
Koshinski Asset Management, Inc. 0.10% Add +6.2% 6,734 $1.2M
NorthRock Partners, LLC 0.04% Add +2.0% 6,694 $1.2M
Boston Family Office LLC 0.08% No change 6,672 $1.2M
Quadrant Capital Group LLC 0.08% Add +0.9% 6,648 $1.2M
Pinebridge Investments, L.P. 0.01% Reduce -91.4% 6,576 $1.2M
WASHINGTON TRUST Co 0.04% Reduce -17.1% 6,543 $1.2M
Tectonic Advisors LLC 0.08% Reduce -5.5% 6,510 $1.2M
NBT Bank, N.A. 0.08% Reduce -0.1% 6,506 $1.2M
VeraBank, N.A. 0.34% Reduce -4.4% 6,505 $1.2M
Lake Street Advisors Group, LLC 0.05% Add +1.5% 6,494 $1.2M
Fifth Third Wealth Advisors LLC 0.07% Reduce -4.0% 6,489 $1.2M
Voya Financial Advisors, Inc. 0.13% Reduce -0.9% 6,520 $1.2M
Bartlett & Co. Wealth Management LLC 0.02% No change 6,460 $1.2M
Central Bank & Trust Co. 0.16% No change 6,423 $1.2M
Wedmont Private Capital 0.07% Add +17.6% 6,220 $1.2M
CoreFirst Bank & Trust 0.66% No change 6,400 $1.1M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.44% Add +0.0% 6,382 $1.1M
Financial Advocates Investment Management 0.06% Reduce -0.8% 6,375 $1.1M
Westover Capital Advisors, LLC 0.22% New 6,374 $1.1M
Kestra Private Wealth Services, LLC 0.02% Reduce -34.6% 6,373 $1.1M
Arcataur Capital Management LLC 0.39% Reduce -28.1% 6,363 $1.1M
Boston Trust Walden Corp 0.01% Add +5.6% 6,308 $1.1M
Catalyst Funds Management Pty Ltd 0.25% Add +37.0% 6,300 $1.1M
Institute for Wealth Management, LLC. 0.14% Reduce -1.9% 6,266 $1.1M
Synergy Asset Management, LLC 0.17% Reduce -21.7% 6,250 $1.1M
Eukles Asset Management 0.45% Add +1.4% 6,247 $1.1M
Certified Advisory Corp 0.12% Reduce -1.3% 6,238 $1.1M
Mutual Advisors, LLC 0.03% Add +5.6% 5,507 $1.1M
Aurora Investment Counsel 0.61% Reduce -0.4% 6,203 $1.1M
Vise Technologies, Inc. 0.14% Add +130.3% 6,090 $1.1M
Stonebrook Private Inc. 0.29% Add +1.9% 6,068 $1.1M
Florida Trust Wealth Management Co 0.03% Reduce -0.4% 6,057 $1.1M
Kingsview Wealth Management, LLC 0.02% Add +3.3% 6,035 $1.1M
Fortem Financial Group, LLC 0.44% New 5,990 $1.1M
Perkins Coie Trust Co 0.24% Add +215.1% 5,990 $1.1M
Cigna Investments Inc. 0.19% Reduce -2.5% 5,958 $1.1M
Prentiss Smith & Co. Inc. 0.69% No change 5,957 $1.1M
Frank, Rimerman Advisors LLC 0.08% Add +0.6% 5,912 $1.1M
Groupama Asset Managment 0.03% Add +0.5% 7,360 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -1.4% 5,894 $1.1M
Schechter Investment Advisors, LLC 0.08% Reduce -6.0% 5,876 $1.1M
Williamson Legacy Group, LLC 0.70% Add +43.8% 5,860 $1.1M
Copperwynd Financial, LLC 0.32% Add +3.3% 5,836 $1.0M
Ameritas Investment Partners, Inc. 0.03% Reduce -5.3% 5,831 $1.0M
Parallel Advisors, LLC 0.02% Add +7.4% 5,819 $1.0M
Boston Common Asset Management, LLC 0.03% No change 5,804 $1.0M
Freedom Investment Management, Inc. 0.08% Reduce -2.1% 5,802 $1.0M
Johnson Financial Group, Inc. 0.05% Reduce -2.5% 5,793 $1.0M
Kowal Investment Group, LLC 0.19% Reduce -1.1% 5,757 $1.0M
CSS LLC 0.18% Reduce -23.0% 5,700 $1.0M
Beacon Pointe Advisors, LLC 0.01% Reduce -4.2% 5,667 $1.0M
Shepherd Financial Partners LLC 0.12% No change 5,622 $1.0M
nVerses Capital, LLC 0.46% Add +43.6% 5,600 $1.0M
Evergreen Capital Management LLC 0.03% Add +5.1% 5,590 $1.0M
Integrated Advisors Network LLC 0.05% Reduce -4.0% 5,517 $991K
Patriot Financial Group Insurance Agency, LLC 0.13% Reduce -13.9% 5,495 $987K
Westpac Banking Corp. 0.07% Add +25.9% 5,495 $987K
Syon Capital LLC 0.09% Add +0.4% 5,488 $986K
Parsons Capital Management Inc. 0.06% Reduce -1.3% 5,455 $980K
United Community Bank 0.38% Reduce -1.0% 5,444 $978K
Rehmann Capital Advisory Group 0.06% Reduce -7.9% 5,404 $971K
Modera Wealth Management, LLC 0.01% Add +0.1% 5,380 $967K
Parallax Volatility Advisers, L.P. 0.03% Add +7.3% 5,376 $966K
Sigma Planning Corp 0.03% Add +16.7% 5,372 $965K
Regal Investment Advisors LLC 0.07% Reduce -38.9% 5,356 $962K
GAMCO Investors 0.01% Reduce -13.0% 5,350 $961K
Nicolet Bankshares Inc. 0.19% Reduce -16.0% 5,343 $960K
First Citizens Bank & Trust Co. 0.02% Add +0.1% 5,328 $957K
Forbes J M & Co. LLP 0.09% Add +4.4% 5,321 $956K
Townsend Asset Management Corp. /NC/ 0.35% Reduce -15.2% 5,295 $951K
Atlas Capital Advisors Inc. 0.15% Reduce -15.3% 5,278 $948K
SkyView Investment Advisors, LLC 0.16% Add +4.4% 5,275 $948K
Beacon Financial Group 0.10% Add +2.4% 5,259 $945K
Baader Bank Aktiengesellschaft 0.08% Add +9.4% 5,380 $936K
Oppenheimer & Co. Inc. 0.01% Reduce -50.0% 5,201 $934K
Whittier Trust Co. 0.01% No change 5,187 $932K
Cape Investment Advisory, Inc. 0.38% Reduce -0.4% 5,182 $931K
Forum Financial Management, LP 0.02% Reduce -0.1% 5,154 $926K
DRW Securities, LLC 0.05% Reduce -5.8% 5,116 $919K
Meridian Wealth Management, LLC 0.04% New 5,038 $905K
Trivant Custom Portfolio Group, LLC 0.51% New 4,967 $892K
US Asset Management LLC 0.79% Reduce -0.3% 4,178 $891K
GM Advisory Group, LLC 0.05% No change 4,944 $888K
Compound Planning, Inc. 0.05% Add +18.2% 4,894 $879K
Hennion & Walsh Asset Management, Inc. 0.04% Add +46.4% 4,867 $874K
Sandy Cove Advisors, LLC 0.36% Add +1.4% 4,860 $873K
Mystic Asset Management, Inc. 0.33% Add +6.6% 4,855 $872K
Waldron Private Wealth LLC 0.04% Add +42.5% 4,835 $869K
Westbourne Investment Advisors, Inc. 0.30% No change 4,815 $865K
Hilltop Holdings Inc. 0.06% Add +47.5% 4,813 $865K
Allworth Financial LP 0.01% Add +11.9% 4,808 $864K
Drucker Wealth 3.0, LLC 0.21% Add +4.5% 4,803 $863K
Chesapeake Wealth Management 0.29% No change 4,783 $859K
Principle Wealth Partners LLC 0.06% No change 4,763 $856K
1ST Source Bank 0.05% Add +2.3% 4,760 $855K
Callan Family Office, LLC 0.14% Add +63.8% 4,758 $855K
Neumann Capital Management, LLC 0.28% No change 4,740 $852K
Concourse Financial Group Securities, Inc. 0.05% Add +13.6% 4,725 $849K
Allred Capital Management, LLC 0.33% Add +5.5% 4,722 $848K
Optimum Investment Advisors 0.37% Add +8.0% 4,715 $847K
GPS Wealth Strategies Group, LLC 0.11% Add +11.7% 4,712 $846K
Capital Investment Advisors, LLC 0.02% Reduce -0.9% 4,677 $840K
Crumly & Associates Inc. 0.23% Reduce -2.7% 4,669 $839K
Foundations Investment Advisors, LLC 0.02% Add +3.7% 4,660 $837K
Leonteq Securities AG 0.10% Add +661.5% 4,653 $836K
Roberts Glore & Co. Inc. 0.24% No change 4,618 $830K
Ellis Investment Partners, LLC 0.16% Reduce -2.7% 4,611 $828K
Magnolia Capital Advisors LLC 0.41% Reduce -2.1% 4,580 $823K
Everhart Financial Group, Inc. 0.18% Add +75.1% 4,555 $818K
Blue Trust, Inc. 0.01% Add +197.1% 5,490 $818K
CFO4Life Group, LLC 0.14% Reduce -11.2% 4,545 $817K
Valeo Financial Advisors, LLC 0.02% Add +1.7% 4,545 $817K
Ariel Investments 0.01% Reduce -2.2% 4,541 $816K
Ellevest, Inc. 0.04% Add +1.2% 4,510 $810K
Brooklyn Investment Group 0.27% Add +7.1% 4,507 $810K
Advisors Capital Management, LLC 0.01% Add +6.5% 4,490 $807K
Truvestments Capital LLC 0.22% Reduce -5.0% 4,490 $807K
9258 Wealth Management, LLC 0.12% Reduce -4.9% 4,486 $806K
LVM Capital Management Ltd. 0.09% No change 5,400 $805K
Conning Inc. 0.03% Add +6.6% 4,463 $802K
Dohj, LLC 0.19% Add +14.9% 4,369 $797K
Intellectus Partners, LLC 0.20% No change 4,425 $795K
HF Advisory Group, LLC 0.37% Add +6.5% 4,418 $794K
Sheets Smith Wealth Management 0.10% Add +0.0% 4,401 $791K
Sargent Investment Group, LLC 0.14% Reduce -4.2% 4,400 $790K
First Heartland Consultants, Inc. 0.08% Add +5.3% 4,395 $790K
Riverwater Partners LLC 0.39% Reduce -1.6% 4,328 $790K
Moody LYNN Lieberson & Walker, LLC 0.05% Add +26.0% 4,385 $788K
Maxi Investments CY Ltd 0.21% New 4,377 $786K
SlateStone Wealth, LLC 0.07% Reduce -18.8% 4,308 $774K
St Germain D J Co. Inc. 0.04% Reduce -1.1% 4,308 $774K
Harvest Fund Management Co., Ltd 0.05% Add +87.8% 4,293 $771K
First National Bank & Trust Co. of Newtown 0.15% No change 4,280 $769K
LMR Partners LLP 0.02% No change 4,265 $766K
ERn Financial, LLC 0.12% Add +0.1% 4,242 $762K
EverSource Wealth Advisors, LLC 0.05% Add +2.0% 4,231 $760K
Summit Financial, LLC 0.03% Add +27.5% 4,225 $759K
Caldwell Trust Co 0.08% Reduce -6.1% 4,208 $756K
Citizens National Bank Trust Department 0.16% No change 4,200 $755K
Stonebridge Capital Advisors LLC 0.06% No change 4,187 $752K
Net Worth Advisory Group 0.22% — 4,168 $749K
KFG Wealth Management, LLC 0.16% Reduce -0.5% 4,149 $745K
Aspire Private Capital, LLC 0.18% Add +22.7% 4,147 $745K
Strategic Wealth Partners, Ltd. 0.07% Reduce -3.1% 4,141 $744K
Ritholtz Wealth Management 0.02% Add +16.1% 4,112 $739K
KMG Fiduciary Partners, LLC 0.06% No change 4,080 $733K
Elevation Point Wealth Partners, LLC 0.07% Reduce -27.1% 4,076 $732K
Calydon Capital 0.12% Reduce -9.9% 4,159 $732K
Parkside Financial Bank & Trust 0.10% Add +1.0% 4,064 $730K
Cullinan Associates Inc. 0.04% No change 3,700 $729K
Fidelis Capital Partners, LLC 0.09% Add +2.1% 3,583 $725K
Avestar Capital, LLC 0.08% Reduce -0.3% 4,011 $721K
Vista Capital Partners, Inc. 0.08% Reduce -1.6% 4,005 $719K
RBF Capital, LLC 0.04% No change 4,000 $719K
Allen Mooney & Barnes Investment Advisors LLC 0.12% No change 3,997 $718K
Checchi Capital Advisers, LLC 0.05% Add +0.9% 3,989 $717K
Legacy Wealth Asset Management, LLC 0.19% Reduce -0.2% 3,972 $714K
Wbi Investments, LLC 0.17% New 3,972 $714K
Laurion Capital Management LP 0.05% Reduce -75.8% 3,957 $711K
Renasant Bank 0.47% Add +188.0% 3,948 $709K
Clarius Group, LLC 0.05% Reduce -4.9% 3,945 $706K
Outlook Wealth Advisors, LLC 0.20% Reduce -1.9% 3,930 $706K
Signal Advisors Wealth, LLC 0.10% New 3,906 $702K
Madrona Financial Services, LLC 0.20% Reduce -0.1% 3,905 $702K
Freemont Management S.A. 0.37% No change 3,900 $701K
Alberta Investment Management Corp 0.01% No change 3,900 $701K
Connective Portfolio Management, LLC 1.23% New 3,500 $697K
Bank of Stockton 0.21% Reduce -7.5% 3,881 $697K
Copperleaf Capital, LLC 0.53% Reduce -2.7% 3,880 $697K
Quadcap Wealth Management, LLC 0.11% Add +0.3% 3,833 $689K
T. Rowe Price Investment Management, Inc. 0.00% Add +24.7% 3,818 $686K
Zimmermann Investment Management & Planning LLC 0.21% Add +8.1% 3,814 $685K
Opal Wealth Advisors, LLC 0.21% Reduce -6.1% 3,807 $684K
Alpha Family Trust 0.38% No change 3,805 $684K
Gen-Wealth Partners Inc 0.30% Add +31.9% 3,420 $683K
Legacy Wealth Management, LLC / MS 0.25% No change 3,800 $683K
Wellspring Financial Advisors, LLC 0.08% Add +123.8% 3,800 $683K
Holderness Investments Co. 0.15% Add +6.6% 3,799 $682K
Jump Financial, LLC 0.01% Reduce -17.6% 3,773 $678K
Howard Capital Management, LLC 0.01% New 3,765 $676K
Citadel Investment Advisory, Inc. 0.35% No change 3,740 $672K
Boston Financial Mangement LLC 0.02% No change 3,682 $661K
Baker Avenue Asset Management, LP 0.02% Add +12.8% 3,661 $658K
Ironsides Asset Advisors, LLC 0.19% No change 3,635 $653K
Hengehold Capital Management LLC 0.06% Add +18.4% 3,607 $648K
Lafayette Investments, Inc. 0.14% Reduce -7.1% 3,599 $647K
Moneco Advisors, LLC 0.08% Add +2.3% 3,592 $645K
Kintra Wealth, LLC 0.44% Reduce -13.4% 3,585 $644K
Miramar Capital, LLC 0.15% No change 3,575 $642K
Heritage Wealth Advisors 0.03% Add +0.4% 3,564 $640K
Chicago Capital, LLC 0.02% No change 3,551 $638K
LVZ, Inc. 0.08% No change 3,550 $638K
Financial Planning & Information Services, Inc. 0.09% No change 3,548 $637K
Cascade Investment Group, Inc. 0.46% Reduce -7.4% 3,503 $629K
GeoWealth Management, LLC 0.02% Reduce -12.5% 3,497 $628K
CenterBook Partners LP 0.04% Reduce -90.0% 3,492 $627K
CW Advisors, LLC 0.01% Add +14.2% 3,471 $624K
Caption Management, LLC 0.07% New 3,450 $620K
MMBG Investment Advisors Co. 0.06% No change 3,450 $620K
Pegasus Partners Ltd. 0.06% No change 3,446 $619K
Grandfield & Dodd, LLC 0.04% No change 3,446 $619K
Retirement Planning Co of New England, Inc. 0.31% No change 3,420 $614K
Vista Investment Management 0.23% Reduce -8.8% 3,419 $614K
Twin City Private Wealth, LLC 0.53% Add +0.3% 3,399 $611K
PDS Planning, Inc 0.05% Add +18.6% 3,397 $610K
BSW Wealth Partners 0.09% Add +10.2% 3,383 $608K
Advisor Resource Council 0.28% New 3,380 $607K
Sompo Asset Management Co., Ltd. 0.10% Reduce -11.1% 3,380 $607K
Capital International, Inc. 0.01% Add +0.5% 3,340 $600K
Cookson Peirce & Co. Inc. 0.03% Reduce -2.0% 3,306 $594K
Financial Insights, Inc. 0.19% Reduce -43.3% 3,293 $592K
Tiemann Investment Advisors, LLC 0.25% Reduce -10.0% 3,280 $589K
TD Private Client Wealth LLC 0.02% Add +2.3% 3,280 $589K
Flagship Harbor Advisors, LLC 0.03% Reduce -0.8% 3,269 $587K
Matisse Capital 0.28% No change 3,248 $584K
First Manhattan Co. Llc. 0.00% Add +2.2% 3,235 $581K
Commerzbank Aktiengesellschaft 0.02% Add +41.4% 3,221 $579K
Beacon Financial Advisory LLC 0.20% Add +0.9% 3,217 $578K
Optas, LLC 0.13% Add +1.7% 3,216 $578K
Marotta Asset Management 0.11% No change 3,211 $577K
Paragon Capital Management Ltd 0.11% Reduce -33.3% 3,200 $575K
Naples Global Advisors, LLC 0.05% Reduce -0.7% 3,190 $573K
Perigon Wealth Management, LLC 0.02% Add +7.6% 3,182 $572K
SkyOak Wealth, LLC 0.13% Reduce -1.9% 3,163 $568K
Talon Private Wealth, LLC 0.12% — 3,148 $566K
Waypoint Capital Advisors, LLC 0.12% Add +1.7% 3,118 $560K
Pointe Capital Management LLC 0.33% No change 3,102 $557K
Clearstead Trust, LLC 0.13% Reduce -1.6% 3,100 $557K
Legacy Capital Group California, Inc. 0.19% Reduce -0.4% 3,097 $556K
Confluence Wealth Services, Inc. 0.04% Reduce -27.4% 3,096 $556K
Obermeyer Wealth Partners 0.03% No change 3,081 $553K
Riverbridge Partners LLC 0.01% No change 3,080 $553K
IHT Wealth Management, LLC 0.02% Add +31.7% 3,056 $551K
Wright Investors Service Inc. 0.14% Reduce -50.4% 3,064 $550K
Edgestream Partners, L.P. 0.02% Reduce -82.4% 3,042 $546K
Santori & Peters, Inc. 0.22% Add +0.3% 3,040 $546K
Knights of Columbus Asset Advisors LLC 0.04% Add +0.5% 3,030 $544K
Private Capital Management LLC 0.10% New 3,028 $544K
Apeiron RIA LLC 0.15% Add +1.7% 3,010 $541K
Raleigh Capital Management Inc. 0.21% Add +2.6% 3,006 $540K
Promethium Advisors,llc 0.38% — 3,000 $539K
Valmark Advisers, Inc. 0.01% Add +37.7% 2,995 $538K
Epiq Partners, LLC 0.31% Reduce -12.9% 2,978 $535K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% No change 2,965 $533K
Long Run Wealth Advisors, LLC 0.12% No change 2,943 $529K
Quotient Wealth Partners, LLC 0.02% Reduce -28.2% 2,930 $526K
Red Door Wealth Management, LLC 0.09% Reduce -13.4% 2,924 $525K
Forte Capital LLC 0.06% Reduce -4.3% 2,917 $524K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -12.4% 2,908 $522K
Cordgrass Capital Advisors, LLC 0.15% Reduce -2.4% 2,908 $522K
Schmidt P J Investment Management Inc. 0.09% No change 2,888 $519K
Resonant Capital Advisors, LLC 0.04% Add +8.0% 2,881 $518K
Rwa Wealth Partners, LLC 0.01% Add +0.4% 2,860 $514K
Argonautica Private Wealth Management, Inc. 0.17% Reduce -58.1% 2,859 $514K
Waterloo Capital, L.P. 0.06% Add +12.3% 2,858 $513K
Wambolt & Associates, LLC 0.14% Reduce -0.6% 2,829 $513K
Curated Wealth Partners LLC 0.07% Reduce -7.5% 2,850 $512K
Tributary Capital Management, LLC 0.04% Reduce -23.5% 2,850 $512K
CRA Financial Services, LLC 0.09% No change 2,843 $511K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -1.5% 2,842 $511K
Catalyst Financial Partners LLC 0.10% Reduce -1.1% 2,827 $508K
Dogwood Wealth Management LLC 0.29% Add +4.5% 2,820 $507K
PFG Investments, LLC 0.03% Add +2.7% 2,807 $504K
CWA Asset Management Group, LLC 0.03% — 2,802 $503K
Csenge Advisory Group 0.03% No change 2,628 $500K
Financial Counselors Inc. 0.01% Add +1.3% 2,783 $500K
Essex Financial Services, Inc. 0.04% Reduce -0.5% 2,495 $498K
Wallace Advisory Group, LLC 0.36% No change 3,317 $494K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -0.4% 2,749 $494K
Colonial Trust Co / SC 0.08% Add +0.0% 2,742 $493K
One Wealth Advisors, LLC 0.08% No change 2,736 $492K
Belpointe Asset Management LLC 0.03% Add +48.1% 2,728 $490K
D.B. Root & Company, LLC 0.16% Reduce -25.3% 2,711 $487K
Private Trust Co. NA 0.05% Add +1.2% 2,709 $487K
Sax Wealth Advisors, LLC 0.04% Add +16.4% 2,706 $486K
Somerset Group LLC 0.45% No change 2,700 $485K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.8% 2,693 $484K
J.W. Cole Advisors, Inc. 0.02% Add +18.5% 2,686 $483K
Geller Advisors LLC 0.03% Reduce -21.2% 2,682 $482K
Foster & Motley Inc. 0.03% Add +0.3% 2,669 $479K
Aaron Wealth Advisors LLC 0.06% Add +24.4% 2,659 $478K
Sentry Investment Management LLC 0.20% No change 2,654 $477K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.2% 2,646 $475K
Salem Investment Counselors Inc. 0.01% No change 2,643 $475K
Leavell Investment Management, Inc. 0.02% Add +2.9% 2,583 $464K
Trueblood Wealth Management, LLC 0.23% Add +0.2% 2,582 $464K
CVA Family Office, LLC 0.08% Add +0.4% 2,579 $463K
Cullen/Frost Bankers, Inc. 0.01% Add +35.0% 2,578 $463K
Drake & Associates, LLC 0.15% Add +29.6% 2,576 $463K
Castleview Partners, LLC 0.27% Add +3.3% 2,566 $461K
Angeles Wealth Management, LLC 0.04% Add +22.1% 2,559 $460K
Garden State Investment Advisory Services LLC 0.15% Add +1.5% 2,542 $457K
Northwest Bancshares, Inc. 0.08% No change 2,541 $456K
Vantage Financial Partners, LLC 0.11% New 2,540 $456K
Trust Co. of Vermont 0.02% Add +9.4% 2,529 $454K
Kingswood Wealth Advisors, LLC 0.03% Reduce -7.9% 2,534 $453K
Arkadios Wealth Advisors 0.03% Reduce -1.0% 2,517 $452K
Pinnacle Wealth Planning Services, Inc. 0.06% No change 2,516 $452K
Peterson Wealth Services 0.14% Add +3.5% 2,511 $451K
Moss Adams Wealth Advisors LLC 0.05% New 2,508 $451K
Insigneo Advisory Services, LLC 0.05% Reduce -23.2% 2,507 $450K
First National Bank of Mount Dora, Trust Investment Services 0.10% Reduce -3.2% 2,495 $448K
WBH Advisory Inc. 0.04% No change 2,493 $448K
Gsa Capital Partners LLP 0.03% Reduce -93.2% 2,480 $446K
Andina Capital Management, LLC 0.33% Add +4.4% 2,446 $439K
Janney Capital Management LLC 0.03% No change 2,440 $438K
Childress Capital Advisors, LLC 0.12% No change 2,427 $436K
Premier Path Wealth Partners, LLC 0.07% Add +2.8% 2,423 $435K
Centaurus Financial, Inc. 0.03% Add +25.5% 2,424 $435K
Diametric Capital, LP 0.21% New 2,413 $433K
CI Investments Inc. 0.00% Add +18.3% 2,410 $433K
CM Wealth Advisors LLC 0.14% No change 2,410 $433K
Corundum Group, Inc. 0.20% No change 2,400 $431K
Meyer Handelman Co. 0.01% No change 2,400 $431K
M3 Advisory Group, LLC 0.32% Reduce -3.1% 2,397 $431K
Connecticut Wealth Management, LLC 0.02% No change 2,385 $428K
Mark Sheptoff Financial Planning, LLC 0.23% No change 2,376 $427K
Adero Partners, LLC 0.03% Add +3.3% 2,370 $426K
Dark Forest Capital Management LP 0.05% New 2,361 $424K
Regent Peak Wealth Advisors LLC 0.10% Add +1.2% 2,343 $421K
Venture Visionary Partners LLC 0.02% Reduce -8.9% 2,334 $419K
Schnieders Capital Management LLC 0.08% Add +4.1% 2,324 $418K
L2 Asset Management, LLC 0.11% Add +3.5% 2,322 $417K
Sage Mountain Advisors LLC 0.04% Reduce -5.2% 2,319 $417K
Fosun International Ltd 0.14% No change 2,313 $416K
Independence Bank of Kentucky 0.09% Add +31.6% 2,311 $415K
Trust Point Inc. 0.03% Add +2.0% 2,310 $415K
Cornerstone Wealth Group, LLC 0.03% Add +3.5% 2,303 $414K
Center for Financial Planning, Inc. 0.06% No change 2,297 $413K
Ipswich Investment Management Co., Inc. 0.10% No change 2,295 $412K
West Coast Financial LLC 0.05% No change 2,292 $412K
Sky Investment Group LLC 0.08% Add +17.7% 2,290 $411K
Cornell Pochily Investment Advisors, Inc. 0.14% Reduce -2.0% 2,285 $411K
One Wealth Map LLC 0.24% Reduce -3.8% 2,097 $407K
Oxford Financial Group, LTD. LLC 0.03% Add +3.5% 2,256 $405K
Arrow Financial Corp 0.04% No change 2,250 $404K
Horan Securities, Inc. 0.16% Reduce -4.3% 2,232 $401K
Steph & Co. 0.13% Add +1.1% 2,232 $401K
WealthBridge Capital Management, LLC 0.12% New 2,229 $400K
Cypress Capital Group 0.04% Add +0.5% 2,219 $399K
Brighton Jones LLC 0.01% Reduce -30.9% 2,212 $397K
Soltis Investment Advisors LLC 0.04% Add +1.9% 2,210 $397K
Gryphon Financial Partners LLC 0.05% Reduce -1.3% 2,208 $397K
West Family Investments, Inc. 0.13% Add +10.5% 2,191 $394K
Dechtman Wealth Management, LLC 0.08% No change 2,188 $393K
Aveo Capital Partners, LLC 0.04% No change 2,185 $393K
Boit C F David 0.19% No change 2,150 $392K
Bison Wealth, LLC 0.06% New 2,183 $392K
Western Wealth Management, LLC 0.02% Add +3.1% 2,181 $392K
Teza Capital Management LLC 0.04% No change 2,177 $391K
Legacy Financial Advisors, Inc. 0.07% Add +7.0% 2,173 $390K
Enterprise Financial Services Corp 0.22% Add +1.2% 2,148 $386K
Cascade Financial Partners, LLC 0.05% Reduce -20.5% 1,930 $385K
Fielder Capital Group LLC 0.13% Add +0.7% 2,145 $385K
Group One Trading LLC 0.02% Reduce -10.8% 2,138 $384K
Y.D. More Investments Ltd 0.04% Reduce -17.0% 2,138 $384K
Greatmark Investment Partners, Inc. 0.05% Reduce -23.3% 2,135 $384K
Old National Bancorp 0.01% Reduce -10.7% 2,130 $383K
Highlander Partners, L.P. 0.23% No change 1,900 $382K
Capital Asset Advisory Services LLC 0.02% Reduce -16.9% 2,032 $382K
Catalina Capital Group, LLC 0.13% Add +9.5% 2,112 $379K
Kenora Financial, LLC 0.15% Reduce -12.6% 2,109 $379K
CoreCap Advisors, LLC 0.02% New 2,107 $379K
Simon Quick Advisors, LLC 0.02% New 2,106 $378K
Strategic Blueprint, LLC 0.02% Add +0.3% 2,105 $378K
Perpetual Ltd 0.00% New 2,102 $378K
Uncommon Cents Investing LLC 0.11% No change 2,100 $377K
Avitas Wealth Management LLC 0.05% Reduce -7.3% 2,097 $377K
Berry Wealth Group, LP 0.27% Reduce -0.7% 2,094 $376K
Verdad Advisers, LP 0.50% Reduce -18.6% 2,091 $376K
Claro Advisors Inc. 0.05% Add +3.3% 2,088 $375K
Cable Hill Partners, LLC 0.04% Add +0.2% 2,073 $372K
Cowa, LLC 0.18% No change 2,071 $372K
ORG Partners LLC 0.06% Reduce -37.6% 2,061 $370K
Mather Group, Llc. 0.00% Reduce -23.0% 2,058 $370K
Carnegie Investment Counsel 0.01% Add +5.8% 2,044 $367K
Seeds Investor LLC 0.14% Reduce -5.8% 2,037 $366K
Keystone Financial Services 0.14% Add +2.2% 2,023 $363K
Sugarloaf Wealth Management, LLC 0.06% Add +5.2% 2,021 $363K
Kaizen Financial Strategies 0.21% No change 2,016 $362K
Alera Investment Advisors, LLC 0.04% Add +10.3% 2,014 $362K
Sandler Capital Management 0.07% Reduce -24.5% 2,000 $359K
Biltmore Family Office, LLC 0.06% No change 2,000 $359K
Castleark Management LLC 0.01% No change 2,000 $359K
Icon Wealth Advisors, LLC 0.03% No change 1,994 $358K
Phillips Wealth Planners LLC 0.34% Add +2.0% 1,805 $357K
MBB Public Markets I LLC 0.03% Reduce -95.2% 1,980 $356K
Nixon Peabody Trust Co. 0.03% No change 1,975 $355K
Greenspring Advisors, LLC 0.08% New 1,971 $354K
Excalibur Management Corp. 0.14% Reduce -6.0% 1,969 $354K
Quent Capital, LLC 0.04% Add +55.6% 1,958 $351K
Wealth Management Associates, Inc. 0.15% Add +0.6% 1,950 $350K
Boston Mountain Money Management Inc. 0.20% Reduce -1.1% 1,935 $348K
Keudell/Morrison Wealth Management 0.09% Reduce -8.8% 1,931 $347K
Canandaigua National Bank & Trust Co. 0.03% Add +2.3% 1,927 $346K
Wealth Alliance, LLC 0.04% Reduce -29.1% 1,922 $345K
Dearborn Partners LLC 0.01% No change 1,879 $338K
OneAscent Financial Services LLC 0.24% New 1,870 $336K
First Bank & Trust 0.06% Add +20.1% 1,868 $336K
Marcum Wealth, LLC 0.03% Reduce -2.3% 1,850 $332K
Monterey Private Wealth, Inc. 0.11% No change 1,848 $332K
Old Port Advisors 0.09% Reduce -6.2% 1,838 $330K
Larson Financial Group LLC 0.02% Add +17.5% 1,836 $330K
Lodestar Private Asset Management LLC 0.04% No change 1,830 $329K
Palogic Value Management, L.P. 0.13% Reduce -3.0% 1,828 $328K
FORA Capital, LLC 0.04% New 1,825 $328K
WoodTrust Financial Corp 0.05% Add +0.8% 1,821 $327K
Norris Perne & French LLP 0.02% No change 1,818 $327K
Edge Capital Group, LLC 0.01% No change 1,816 $326K
Cromwell Holdings LLC 0.21% No change 1,807 $325K
RMR Wealth Builders 0.03% Reduce -17.1% 1,807 $325K
Mitchell Sinkler & Starr 0.08% No change 1,767 $317K
Cassaday & Co Wealth Management LLC 0.01% Reduce -3.8% 1,764 $317K
Portside Wealth Group, LLC 0.05% Add +12.4% 1,763 $317K
Waverly Advisors, LLC 0.01% Reduce -7.9% 1,762 $317K
Security National Bank of Sioux City Iowa 0.19% No change 1,750 $314K
Concorde Asset Management, LLC 0.18% New 1,750 $314K
Power Wealth Management LLC 0.13% No change 1,748 $314K
Trust Co. of Toledo NA 0.04% Reduce -1.0% 1,746 $314K
Ingalls & Snyder LLC 0.01% No change 1,741 $313K
BOK Financial Private Wealth, Inc. 0.02% No change 1,741 $313K
Cutter & CO Brokerage, Inc. 0.07% No change 1,735 $312K
Goldstein Advisors, LLC 0.05% Reduce -8.4% 1,733 $311K
Capstone Investment Advisors, LLC 0.01% New 1,730 $311K
1834 Investment Advisors Co. 0.04% New 1,728 $310K
River Street Advisors LLC 0.17% Reduce -2.8% 1,720 $309K
IVC Wealth Advisors LLC 0.17% Add +0.3% 1,716 $308K
SeaCrest Wealth Management, LLC 0.03% Add +13.8% 1,715 $308K
CKW Financial Group 0.04% Reduce -10.5% 1,700 $308K
Harbour Trust & Investment Management Co 0.04% Reduce -0.8% 1,714 $308K
Intrua Financial, LLC 0.05% New 1,711 $307K
LCNB Corp. 0.11% Reduce -2.8% 1,710 $307K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,704 $306K
Tritonpoint Wealth, LLC 0.03% Add +7.3% 1,714 $306K
Wealthcare Advisory Partners LLC 0.01% Add +6.8% 1,701 $306K
Union Savings Bank 0.15% No change 1,700 $305K
First Trust Investment Solutions L.P. 0.03% Reduce -1.4% 1,700 $305K
Front Row Advisors LLC 0.11% Reduce -0.6% 1,697 $305K
Sivia Capital Partners, LLC 0.18% Reduce -0.1% 1,695 $305K
Marquette Asset Management, LLC 0.05% New 1,690 $304K
Tranquilli Financial Advisor LLC 0.19% Reduce -0.9% 1,685 $303K
Richwood Investment Advisors, LLC 0.25% No change 1,675 $301K
Chicago Partners Investment Group LLC 0.01% Reduce -3.1% 1,485 $301K
Jacobsen Capital Management 0.13% Reduce -13.9% 1,672 $300K
Boomfish Wealth Group, LLC 0.18% Reduce -1.9% 1,668 $300K
Alexander Labrunerie & Co., Inc. 0.14% No change 1,668 $300K
Latitude Advisors, LLC 0.17% Reduce -0.1% 1,666 $299K
Goldstone Financial Group, LLC 0.05% No change 1,650 $296K
Bigelow Investment Advisors, LLC 0.13% Add +11.8% 1,649 $296K
West Bancorporation Inc. 0.20% Add +3.8% 1,648 $296K
Chemistry Wealth Management LLC 0.07% Add +8.8% 1,644 $295K
ICONIQ Capital, LLC 0.01% New 1,639 $294K
Prospera Financial Services Inc 0.01% Reduce -0.2% 1,638 $294K
Prevail Innovative Wealth Advisors, LLC 0.09% Reduce -0.1% 1,637 $294K
Old Second National Bank of Aurora 0.07% No change 1,631 $293K
Callan Capital, LLC 0.02% New 1,629 $293K
Arete Wealth Advisors, LLC 0.02% Reduce -40.0% 1,620 $291K
Hourglass Capital, LLC 0.08% No change 1,618 $291K
25 LLC 0.13% Add +0.6% 1,617 $290K
O'Dell Group, LLC 0.06% No change 1,608 $289K
Security Financial Services, INC. 0.06% Reduce -11.1% 1,604 $288K
Vision Capital Management, Inc. 0.04% No change 1,602 $288K
Alta Advisers Ltd 0.13% No change 1,600 $287K
All Terrain Financial Advisors, LLC 0.11% No change 1,600 $287K
McAdam, LLC 0.02% Add +2.8% 1,593 $286K
Good Life Advisors, LLC 0.02% New 1,592 $286K
Proficio Capital Partners LLC 0.03% Reduce -27.4% 1,586 $285K
Gilliland Jeter Wealth Management LLC 0.09% No change 1,571 $282K
N.E.W. Advisory Services LLC 0.03% No change 1,565 $281K
DE Burlo Group Inc. 0.03% No change 1,563 $281K
Maven Securities LTD 0.03% New 1,561 $280K
Isthmus Partners, LLC 0.03% No change 1,558 $280K
Rockland Trust Co. 0.01% Reduce -7.0% 1,555 $279K
Signature Estate & Investment Advisors LLC 0.01% Add +2.0% 1,542 $277K
Portman Square Capital LLP 0.22% Reduce -75.2% 1,540 $277K
Bellevue Asset Management, LLC 0.14% No change 1,540 $277K
TRUE Private Wealth Advisors 0.03% Reduce -69.3% 1,530 $275K
Blackston Financial Advisory Group, LLC 0.14% Reduce -1.0% 1,526 $274K
Physician Wealth Advisors, Inc. 0.05% Reduce -8.1% 1,411 $274K
Investors Asset Management of Georgia Inc. /Ga/ 0.13% New 1,522 $273K
Archer Investment Corp 0.07% No change 1,518 $273K
Keyes, Stange & Wooten Wealth Management, LLC 0.16% Reduce -1.8% 1,514 $272K
CYBER HORNET ETFs LLC 0.28% Reduce -3.6% 1,513 $272K
Advisory Alpha, LLC 0.01% New 1,506 $271K
Verus Capital Partners, LLC 0.03% Reduce -5.7% 1,505 $270K
NewEdge Wealth, LLC 0.00% New 1,502 $270K
Nwam LLC 0.02% Reduce -0.5% 1,494 $268K
1858 Wealth Management, LLC 0.22% Reduce -2.0% 1,480 $266K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% No change 1,467 $264K
New Century Financial Group, LLC 0.10% Reduce -15.0% 1,463 $263K
Western Pacific Wealth Management, LP 0.17% No change 1,462 $263K
Cidel Asset Management Inc. 0.02% No change 1,451 $261K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -6.6% 1,431 $257K
KCM Investment Advisors LLC 0.01% Add +1.9% 1,427 $256K
Mainsail Asset Management, LLC 0.19% New 1,425 $256K
Norden Group LLC 0.03% New 1,425 $256K
Claret Asset Management Corp 0.04% Add +0.5% 1,418 $255K
SPC Financial, Inc. 0.02% Add +2.8% 1,417 $255K
FDx Advisors, Inc. 0.07% Reduce -8.8% 1,413 $254K
Chickasaw Capital Management LLC 0.01% No change 1,414 $254K
Eagle Wealth Strategies LLC 0.19% Reduce -19.0% 1,413 $254K
Richard W. Paul & Associates, LLC 0.09% Reduce -18.0% 1,408 $253K
Wetzel Investment Advisors, Inc. 0.13% Add +16.0% 1,405 $252K
Crestline Management, L.P. 0.01% New 1,400 $252K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -3.2% 1,398 $251K
Fi3 FINANCIAL ADVISORS, LLC 0.10% New 1,386 $249K
SageView Advisory Group, LLC 0.01% Reduce -29.2% 1,386 $249K
Sheaff Brock Investment Advisors, LLC 0.02% No change 1,383 $248K
Compagnie Lombard Odier SCmA 0.00% Reduce -14.4% 1,380 $248K
Frazier Financial Advisors, LLC 0.19% Reduce -1.2% 1,379 $248K
Ergawealth Advisors, Inc. 0.12% No change 1,378 $248K
Sfmg, LLC 0.02% Add +1.2% 1,376 $247K
Relyea Zuckerberg Hanson LLC 0.04% New 1,371 $246K
Journey Strategic Wealth LLC 0.01% New 1,367 $246K
DHJJ Financial Advisors, Ltd. 0.10% Reduce -0.2% 1,366 $245K
Continuum Advisory, LLC 0.03% Add +21.0% 1,160 $245K
Summit Global Investments 0.02% Reduce -0.8% 1,358 $244K
Gateway Investment Advisers LLC 0.00% Reduce -10.8% 1,358 $244K
JFS Wealth Advisors, LLC 0.02% Add +0.4% 1,353 $243K
Seed Wealth Management, Inc. 0.19% No change 1,350 $243K
Atlantic Union Bankshares Corp 0.01% No change 1,350 $243K
City State Bank 0.09% No change 1,345 $242K
Neo Ivy Capital Management 0.08% New 1,340 $240K
Courier Capital LLC 0.02% New 1,327 $238K
Savvy Advisors, Inc. 0.05% New 1,324 $238K
Optivise Advisory Services LLC 0.13% Reduce -15.7% 1,322 $238K
Osterweis Capital Management Inc. 0.01% Reduce -16.0% 1,318 $237K
WMS Partners, LLC 0.01% New 1,314 $236K
GSG Advisors LLC 0.08% New 1,300 $236K
Wimmer Associates 1, LLC 0.12% New 1,310 $235K
Cobblestone Capital Advisors LLC 0.01% New 1,310 $235K
American Money Management, LLC 0.05% New 1,309 $235K
Catalyst Capital Advisors LLC 0.01% Reduce -25.3% 1,303 $234K
Fullcircle Wealth LLC 0.10% New 1,161 $234K
Simmons Bank 0.02% Reduce -14.7% 1,301 $234K
Affinity Investment Advisors, LLC 0.16% New 1,293 $232K
Stonegate Investment Group, LLC 0.01% Reduce -22.3% 1,274 $229K
Concord Wealth Partners 0.04% Add +27.3% 1,273 $229K
Inscription Capital, LLC 0.03% New 1,273 $229K
Advanced Asset Management Advisors Inc 0.06% No change 1,525 $227K
Financial Partners Group, LLC 0.09% New 1,264 $227K
KOM Wealth Management Group, LLC 0.19% New 1,261 $227K
Trillium Asset Management, LLC 0.01% New 1,255 $225K
Cascades Capital Asset Management, LLC 0.13% — 1,250 $225K
Fragasso Financial Advisors Inc 0.02% New 1,250 $225K
Caitlin John, LLC 0.14% Add +365.9% 1,053 $224K
UNIVEST FINANCIAL Corp 0.01% New 1,248 $224K
Financial Management Professionals, Inc. 0.03% Reduce -0.6% 1,249 $224K
Berkshire Asset Management LLC 0.01% No change 1,500 $224K
Cypress Wealth Services, LLC 0.05% New 1,242 $223K
Monument Capital Management 0.06% New 1,241 $223K
Forthright Family Wealth Advisory LLC 0.14% New 1,074 $223K
Lion Street Advisors, LLC 0.08% New 1,233 $222K
Crestmont Private Wealth LLC 0.10% New 1,228 $221K
NTV Asset Management LLC 0.03% New 1,228 $221K
Rappaport Reiches Capital Management, LLC 0.06% New 1,227 $220K
Whitaker-Myers Wealth Managers, LTD. 0.07% New 1,220 $219K
SMART Wealth LLC 0.09% Reduce -11.2% 1,216 $218K
Birmingham Capital Management Co. Inc. 0.08% New 1,212 $218K
Kathmere Capital Management, LLC 0.02% New 1,204 $216K
Cross Staff Investments Inc 0.17% New 1,200 $216K
Schrum Private Wealth Management LLC 0.11% New 1,200 $216K
Richard P Slaughter Associates Inc 0.05% New 1,200 $216K
Presilium Private Wealth, LLC 0.05% New 1,200 $216K
Mitchell McLeod Pugh & Williams Inc. 0.04% New 1,200 $216K
Pettyjohn, Wood & White, Inc. 0.04% New 1,200 $216K
Wellington Shields Capital Management, LLC 0.04% No change 1,200 $216K
Security National Bank 0.03% No change 1,200 $216K
Banco Santander, S.A. 0.00% Reduce -13.6% 1,196 $215K
Fermata Advisors, LLC 0.04% New 1,195 $215K
Accurate Wealth Management, LLC 0.04% New 1,097 $213K
Abacus Wealth Partners, LLC 0.03% New 1,183 $213K
Hazlett, Burt & Watson, Inc. 0.10% No change 1,178 $212K
Fiduciary Group, LLC 0.02% New 1,178 $212K
Invst, LLC 0.03% New 1,175 $211K
Myecfo, LLC 0.11% New 1,174 $211K
Independent Financial Group, LLC 0.01% New 1,172 $211K
Silver Oak Securities, Incorporated 0.02% Add +2.4% 1,179 $210K
Virtue Capital Management, LLC 0.04% Reduce -14.7% 1,166 $209K
All Season Financial Advisors, Inc. 0.18% New 1,165 $209K
Vigilare Wealth Management 0.08% New 1,160 $208K
Fairhaven Wealth Management, LLC 0.06% New 1,158 $208K
King Wealth Management Group 0.03% New 1,154 $207K
Breakwater Capital Group 0.04% New 1,148 $206K
Cape Cod Five Cents Savings Bank 0.02% Reduce -16.6% 1,147 $206K
Sandy Spring Bank 0.01% Reduce -6.2% 1,144 $206K
W.H. Cornerstone Investments Inc. 0.14% New 1,135 $204K
Basepoint Wealth LLC 0.15% New 1,132 $203K
Fairfield, Bush & Co. 0.12% New 1,130 $203K
Badgley Phelps Wealth Managers, LLC 0.00% New 1,130 $203K
Coppell Advisory Solutions LLC 0.03% Reduce -16.8% 1,137 $203K
FSB Premier Wealth Management, Inc. 0.08% New 1,125 $202K
YHB Investment Advisors, Inc. 0.02% New 1,125 $202K
Rothschild Investment LLC 0.01% Add +3.4% 1,125 $202K
Convergence Investment Partners, LLC 0.05% New 1,119 $201K
Daymark Wealth Partners, LLC 0.01% New 1,119 $201K
New England Research & Management, Inc. 0.09% New 1,121 $201K
JNBA Financial Advisors 0.02% No change 1,114 $200K
Atwood & Palmer Inc. 0.01% Add +6.6% 1,066 $192K
LRI Investments, LLC 0.02% Add +2305.9% 20,426 $188K
Banque Cantonale Vaudoise 0.01% Reduce -73.0% 967 $174K
Evergreen Private Wealth LLC 0.08% Add +0.9% 957 $172K
Tobam 0.03% Reduce -21.5% 934 $168K
GHP Investment Advisors, Inc. 0.01% Add +58.8% 934 $168K
Operose Advisors LLC 0.05% Reduce -8.8% 917 $165K
Hemington Wealth Management 0.04% New 814 $161K
University of Texas/Texas Am Investment Management Co. 0.03% Reduce -91.7% 894 $161K
Riverview Trust Co 0.14% Reduce -9.3% 889 $160K
Tanglewood Legacy Advisors, LLC 0.07% No change 872 $157K
Evermay Wealth Management LLC 0.02% No change 859 $154K
Financial Network Wealth Advisors LLC 0.12% Add +2.1% 836 $150K
Covestor Ltd 0.09% Add +7.6% 832 $150K
Natixis Investment Managers International 0.01% No change 832 $149K
Roble, Belko & Company, Inc 0.02% No change 800 $144K
Ascentis Wealth Management, LLC 0.05% — 790 $142K
Arcadia Investment Management Corp. 0.02% No change 781 $140K
Laurel Wealth Advisors LLC 0.02% Add +77.0% 779 $140K
Plante Moran Financial Advisors, LLC 0.01% Add +159.7% 779 $140K
AlphaQuest LLC 0.01% Add +72800.0% 729 $131K
WFA of San Diego, LLC 0.11% No change 720 $129K
WFA Asset Management Corp 0.07% No change 712 $128K
Bank of New Hampshire 0.03% No change 710 $128K
Zions Bancorporation, N.A. 0.01% Reduce -14.6% 710 $128K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.08% No change 700 $126K
Wellington Shields & Co., LLC 0.04% Add +78.5% 682 $123K
First PREMIER Bank 0.03% No change 658 $118K
WR Wealth Planners, LLC 0.03% Add +0.5% 646 $116K
Accent Capital Management, LLC 0.07% Reduce -84.2% 639 $115K
Eagle Bay Advisors LLC 0.04% Reduce -1.1% 631 $113K
MV Capital Management, Inc. 0.01% Add +5.9% 629 $113K
Wintrust Investments LLC 0.08% Reduce -90.1% 620 $111K
Princeton Global Asset Management LLC 0.02% No change 617 $111K
Global Trust Asset Management, LLC 0.04% No change 606 $109K
State of Wyoming 0.02% Reduce -68.3% 591 $106K
Hexagon Capital Partners LLC 0.02% Add +30.7% 583 $105K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 570 $102K
AllSquare Wealth Management LLC 0.06% No change 555 $100K
Oakworth Capital, Inc. 0.01% Add +45.3% 507 $91K
Mendota Financial Group, LLC 0.04% Reduce -6.4% 483 $87K
Alpine Bank Wealth Management 0.01% — 479 $86K
Pension & Wealth Management Advisors, Inc. 0.04% No change 454 $82K
Investors Research Corp 0.02% No change 454 $82K
Versant Capital Management, Inc 0.02% Reduce -0.5% 435 $78K
Tompkins Financial Corp. 0.01% No change 426 $77K
Loomis Sayles & Co. L P 0.00% Add +1.8% 408 $73K
Hoese & Co LLP 0.06% No change 403 $72K
EnRich Financial Partners LLC 0.02% No change 402 $72K
West Oak Capital, LLC 0.04% No change 400 $72K
Broadwater Capital Management LLC 0.05% No change 400 $72K
Kimelman & Baird, LLC 0.01% No change 400 $72K
Bruce G. Allen Investments, LLC 0.06% No change 398 $72K
Piscataqua Savings Bank 0.06% Reduce -11.2% 397 $71K
Goodman Advisory Group, LLC 0.02% No change 395 $71K
Deseret Mutual Benefit Administrators 0.04% No change 387 $70K
MilWealth Group LLC 0.02% No change 385 $69K
PrairieView Partners, LLC 0.01% No change 375 $67K
Capital Advisors, Ltd. LLC 0.01% Add +4.3% 368 $66K
Westside Investment Management, Inc. 0.01% No change 351 $63K
Bfsg, LLC 0.01% Reduce -9.6% 339 $61K
West Paces Advisors Inc. 0.01% No change 334 $60K
Davis Capital Management 0.05% No change 330 $59K
Fortitude Family Office, LLC 0.02% No change 329 $59K
Ascentis Independent Advisors 0.01% New 326 $59K
Rise Advisors, LLC 0.03% No change 315 $57K
GW&K Investment Management, LLC 0.00% Add +16.8% 313 $56K
Hollencrest Capital Management 0.00% Add +33.2% 309 $56K
IAG Wealth Partners, LLC 0.01% Reduce -7.0% 305 $55K
Bell Investment Advisors, Inc 0.01% Add +2.7% 302 $54K
Eastern Bank 0.00% New 277 $50K
McIlrath & Eck, LLC 0.01% No change 272 $49K
Wolff Wiese Magana LLC 0.03% Add +904.0% 251 $45K
Monetary Management Group Inc. 0.01% No change 250 $45K
Washington Trust Advisors, Inc. 0.00% Add +3.3% 248 $45K
Northwest Investment Counselors, LLC 0.01% New 244 $44K
Canton Hathaway, LLC 0.01% No change 240 $43K
Pinnacle Bancorp, Inc. 0.01% No change 237 $43K
Redmont Wealth Advisors LLC 0.06% No change 231 $41K
Private Wealth Management Group, LLC 0.02% Reduce -0.5% 222 $40K
Kennebec Savings Bank 0.04% — 220 $40K
Clear Point Advisors Inc. 0.03% No change 220 $40K
RE Dickinson Investment Advisors, LLC 0.02% No change 204 $37K
Elevation Wealth Partners, LLC 0.02% No change 200 $36K
Foster Dykema Cabot & Partners, LLC 0.00% No change 200 $36K
Sittner & Nelson, LLC 0.02% No change 192 $34K
Cedar Mountain Advisors, LLC 0.01% Add +42.5% 191 $34K
Wiser Advisor Group LLC 0.05% No change 190 $34K
Ancora Advisors LLC 0.00% Add +2.2% 183 $33K
Meeder Asset Management Inc. 0.00% Reduce -85.8% 183 $33K
Prestige Wealth Management Group LLC 0.01% Reduce -89.2% 182 $33K
Main Street Group, LTD 0.01% Add +53.4% 181 $33K
Gables Capital Management Inc. 0.02% New 171 $31K
Clean Yield Group 0.01% Add +431.3% 170 $31K
Painted Porch Advisors LLC 0.02% No change 167 $30K
Sachetta, LLC 0.01% Add +7.7% 154 $28K
Boyd Watterson Asset Management LLC 0.01% No change 149 $27K
Transamerica Financial Advisors, LLC 0.00% Reduce -84.9% 143 $26K
MCF Advisors LLC 0.00% No change 144 $26K
Hanson & Doremus Investment Management 0.00% No change 140 $25K
Abound Wealth Management 0.01% Add +14.2% 137 $25K
CNB Bank 0.01% No change 137 $25K
Quarry LP 0.01% Reduce -7.5% 135 $24K
Chilton Capital Management LLC 0.00% New 134 $24K
Dunhill Financial, LLC 0.01% Add +107.9% 131 $23K
Lummis Asset Management, LP 0.03% No change 129 $23K
Tsfg, LLC 0.01% No change 126 $23K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +6.7% 127 $23K
Altshuler Shaham Ltd 0.00% Reduce -11.5% 123 $22K
West Branch Capital LLC 0.01% No change 120 $22K
Grove Bank & Trust 0.00% Reduce -13.4% 116 $21K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 110 $20K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 103 $19K
Aspect Partners, LLC 0.01% Add +12.9% 105 $19K
New Age Alpha Advisors, LLC 0.01% New 104 $19K
Mowery & Schoenfeld Wealth Management, LLC 0.03% New 100 $18K
Beacon Capital Management, LLC 0.00% No change 100 $18K
Silicon Valley Capital Partners 0.00% No change 100 $18K
Godsey & Gibb, Inc. 0.00% No change 100 $18K
Pineridge Advisors LLC 0.01% No change 98 $18K
PFS Partners, LLC 0.01% No change 90 $16K
Barrett & Company, Inc. 0.01% New 90 $16K
Morse Asset Management, Inc 0.00% New 90 $16K
Delta Asset Management LLC 0.00% No change 90 $16K
Northwest Financial Advisors 0.01% New 88 $16K
Coastline Trust Co 0.00% New 84 $15K
Asset Dedication, LLC 0.00% Reduce -2.3% 84 $15K
Tortoise Investment Management, LLC 0.00% No change 80 $14K
Earned Wealth Advisors, LLC 0.00% New 79 $14K
GoalVest Advisory LLC 0.00% New 79 $14K
Arlington Trust Co LLC 0.00% No change 73 $13K
Christopher J. Hasenberg, Inc 0.01% New 65 $12K
Red Tortoise LLC 0.01% No change 67 $12K
REAP Financial Group, LLC 0.00% No change 65 $12K
Raffa Wealth Management, LLC 0.00% No change 63 $11K
Avion Wealth 0.00% Add +15.8% 66 $11K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +90.3% 59 $10K
Cherry Tree Wealth Management, LLC 0.00% No change 55 $10K
Richardson Financial Services Inc. 0.01% No change 63 $9K
Your Advocates Ltd., LLP 0.00% No change 50 $9K
Salomon & Ludwin, LLC 0.00% No change 49 $9K
Reston Wealth Management LLC 0.00% New 47 $8K
Valued Wealth Advisors LLC 0.01% Add +29.4% 44 $8K
Sunbelt Securities, Inc. 0.00% Add +51.7% 44 $8K
Provenance Wealth Advisors, LLC 0.00% New 42 $8K
Stone House Investment Management, LLC 0.00% No change 40 $7K
Hobbs Group Advisors, LLC 0.00% No change 38 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 38 $7K
Bogart Wealth, LLC 0.00% Reduce -9.5% 38 $7K
SJS Investment Consulting Inc. 0.00% No change 35 $6K
Mattson Financial Services, LLC 0.00% No change 40 $6K
Hoey Investments, Inc. 0.00% No change 37 $6K
Claris Advisors, LLC / Mo / 0.00% New 30 $5K
Cornerstone Planning Group LLC 0.00% Add +23.8% 26 $5K
Trifecta Capital Advisors, LLC 0.00% No change 28 $5K
TD Capital Management LLC 0.00% No change 26 $5K
Breakwater Investment Management 0.00% Reduce -68.8% 25 $4K
TFC Financial Management, Inc. 0.00% No change 25 $4K
Westend Capital Management, LLC 0.00% No change 25 $4K
Carolinas Wealth Consulting LLC 0.00% Add +84.6% 24 $4K
FSA Wealth Management LLC 0.00% — 23 $4K
Riggs Asset Managment Co. Inc. 0.00% Reduce -17.9% 23 $4K
Ridgewood Investments LLC 0.00% Reduce -70.5% 23 $4K
New Millennium Group LLC 0.00% No change 21 $4K
Bay Harbor Wealth Management, LLC 0.00% No change 17 $3K
Glen Eagle Advisors, LLC 0.00% No change 16 $3K
Voisard Asset Management Group, Inc. 0.00% New 14 $3K
POM Investment Strategies, LLC 0.00% No change 13 $2K
JDM Financial Group LLC 0.00% New 13 $2K
Highline Wealth Partners LLC 0.00% Add +225.0% 13 $2K
Nvwm, LLC 0.00% Add +71.4% 12 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 10 $2K
Global Financial Private Client, LLC 0.00% No change 10 $2K
Valley Wealth Managers, Inc. 0.00% Reduce -96.5% 10 $2K
1620 Investment Advisors, Inc. 0.00% New 8 $1K
Rosenberg Matthew Hamilton 0.00% No change 6 $1K
First Command Advisory Services, Inc. 0.00% New 6 $1K
Picton Mahoney Asset Management 0.00% New 6 $1K
Chesapeake Asset Management LLC 0.00% New 5 $898
Peterson Financial Group, Inc. 0.00% New 4 $719
WestEnd Advisors, LLC 0.00% Add +33.3% 4 $719
First Personal Financial Services 0.00% New 1 $180
FinTrust Capital Advisors, LLC 0.00% Reduce -7.2% 1,322 $0

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