FiservFISV

13F holders, Q3 2025 (September 30)
1,735holders −112
147new positions
254sold out
17famous investors
$128.82avg. 13F price*

At the end of Q3 2025, 1,735 institutions reported holding Fiserv Inc. (FISV) in their 13F filings, down 112 from Q2 2025. 147 opened new positions and 254 sold out. The largest holders were Vanguard Group Inc. ($6.3B), BlackRock, Inc. ($5.2B) and Dodge & Cox ($5.0B). 17 famous investors held it, including Francois Rochon (2.8% of Giverny Capital's portfolio), Seth Klarman (2.4% of Baupost Group's portfolio) and David Tepper (1.6% of Appaloosa'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions147$1.0B
Exits254$1.1B

All 13F filers, Q2 2025 → Q3 2025: 64,093,785 shares bought and 65,614,872 shares sold, net −1,521,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,735 holders

Vanguard Group Inc. 0.09% Reduce -2.9% 48,513,616 $6.3B
BlackRock, Inc. 0.09% Add +0.6% 40,329,972 $5.2B
Dodge & Cox 2.69% Add +30.0% 38,634,009 $5.0B
Capital World Investors 0.46% Add +35.2% 25,781,919 $3.3B
State Street Corp. 0.11% Reduce -1.8% 23,687,225 $3.1B
Geode Capital Management, LLC 0.10% Reduce -1.6% 11,921,470 $1.5B
Morgan Stanley 0.08% Reduce -2.0% 10,679,977 $1.4B
D. E. Shaw & Co. 0.76% Add +172.9% 6,778,723 $874.0M
Harris Associates (Oakmark Funds) 1.40% Add +26.9% 6,764,074 $872.1M
Northern Trust Corp. 0.09% Reduce -3.8% 5,749,674 $741.3M
Invesco Ltd. 0.10% Reduce -6.7% 4,788,773 $617.4M
Massachusetts Financial Services Co. 0.19% Reduce -29.2% 4,637,785 $597.9M
UBS Group AG 0.11% Add +135.4% 4,299,002 $554.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Reduce -22.2% 4,229,622 $545.3M
Parnassus Investments, LLC 1.22% Reduce -2.3% 4,107,648 $529.6M
Amundi 0.16% Add +7.5% 4,067,321 $508.6M
Legal & General Group Plc 0.11% Add +3.8% 3,638,031 $469.1M
Pictet Asset Management Holding SA 0.44% Add +11.7% 3,555,734 $458.6M
Barclays PLC 0.17% Add +116.0% 3,528,906 $455.0M
Goldman Sachs Group Inc. 0.06% Add +16.5% 3,380,086 $435.8M
T. Rowe Price Associates Inc. 0.05% Reduce -82.3% 3,311,868 $427.0M
Longview Partners (Guernsey) LTD 4.36% Add +21.9% 3,236,820 $417.3M
Charles Schwab Investment Management Inc. 0.07% Reduce -15.4% 3,176,696 $409.6M
Dimensional Fund Advisors LP 0.09% Add +24.0% 3,138,413 $404.7M
Bank of New York Mellon Corp 0.07% Reduce -10.6% 3,049,201 $393.1M
Pittenger & Anderson Inc. 13.60% Reduce -0.2% 2,877,246 $371.0M
FMR LLC 0.02% Reduce -53.2% 2,810,594 $362.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 3.18% Add +3.9% 2,921,333 $362.1M
Alliancebernstein L.P. 0.11% Reduce -42.5% 2,740,358 $353.3M
Franklin Resources Inc. 0.09% Add +0.4% 2,652,250 $342.0M
JPMorgan Chase & Co. 0.02% Reduce -61.4% 2,528,568 $326.0M
Deutsche Bank AG 0.11% Add +14.0% 2,520,105 $324.9M
Ameriprise Financial Inc. 0.07% Reduce -4.4% 2,457,761 $316.9M
Jane Street Group, LLC 0.37% Add +70.0% 2,417,097 $311.6M
Raymond James Financial Inc. 0.10% Reduce -10.4% 2,378,740 $306.7M
National Bank of Canada 0.35% Add +527.4% 2,375,243 $306.2M
Sanders Capital, LLC 0.36% Add +0.9% 2,300,971 $296.7M
Neuberger Berman Group LLC 0.22% Reduce -19.9% 2,290,241 $295.3M
Royal Bank of Canada 0.05% Reduce -17.1% 2,194,371 $282.9M
Squarepoint Ops LLC 0.60% Add +62.5% 2,182,094 $281.3M
Qube Research & Technologies Ltd 0.39% Add +66.8% 2,158,412 $278.3M
Nuveen, LLC 0.07% Reduce -71.8% 2,148,467 $277.0M
CIBC Private Wealth Group LLC 0.44% Reduce -1.7% 2,010,977 $259.3M
Nordea Investment Management AB 0.23% Add +4.1% 2,003,668 $258.9M
Assenagon Asset Management S.A. 0.38% Reduce -1.7% 2,003,870 $258.4M
Hotchkis & Wiley Capital Management LLC 0.79% New 1,966,790 $253.6M
Blair William & Co. 0.66% Reduce -8.2% 1,935,022 $249.5M
Swedbank AB 0.24% Add +15.9% 1,841,923 $237.5M
Mairs & Power Inc. 2.12% Add +1.0% 1,749,931 $225.6M
Two Sigma Investments, LP 0.35% Add +429.4% 1,694,251 $218.4M
FIL Ltd 0.17% Add +519.7% 1,690,930 $218.0M
Envestnet Asset Management Inc. 0.06% Reduce -12.2% 1,651,771 $213.0M
Lazard Asset Management LLC 0.29% Add +20.3% 1,649,344 $212.6M
Bank of America Corp. 0.02% Reduce -26.9% 1,645,028 $212.1M
Brandes Investment Partners, LP 1.66% Add +37.5% 1,602,704 $206.6M
Swiss National Bank 0.12% Reduce -5.5% 1,598,186 $206.1M
Bridgewater Associates 0.80% Add +26.3% 1,593,157 $205.4M
Kensico Capital Management Corp. 3.15% Add +2.5% 1,585,000 $204.4M
Focused Investors LLC 6.20% Add +22.5% 1,571,750 $202.6M
Arrowstreet Capital, Limited Partnership 0.13% Reduce -5.3% 1,564,429 $201.7M
Timucuan Asset Management Inc. 5.90% Add +29.0% 1,561,524 $201.3M
AQR Capital Management 0.13% Add +295.6% 1,560,988 $201.3M
Capitolis Liquid Global Markets LLC 1.57% Add +5825.2% 1,525,750 $196.7M
JARISLOWSKY, FRASER Ltd 1.07% Add +9.1% 1,508,425 $194.5M
Wells Fargo & Company 0.04% Add +15.4% 1,497,783 $193.1M
Navera Investment Management Ltd. 3.69% Reduce -17.8% 1,496,581 $192.9M
Worldquant Millennium Advisors LLC 0.83% Add +50.7% 1,496,336 $192.9M
Citigroup Inc. 0.13% Reduce -8.6% 1,473,166 $189.9M
NorthCoast Asset Management LLC 0.70% Add +67.7% 1,396,866 $180.1M
Provident Trust Co. 3.00% Add +1.8% 1,396,217 $180.0M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -2.0% 1,342,302 $173.1M
California Public Employees Retirement System 0.10% Reduce -10.1% 1,332,476 $171.8M
Bank Julius Baer & Co. Ltd, Zurich 0.47% Add +3.9% 1,285,305 $165.7M
Marshall Wace, LLP 0.18% Reduce -38.0% 1,282,937 $165.4M
Millennium Management 0.13% Reduce -3.7% 1,271,250 $163.9M
National Pension Service 0.12% Add +2.6% 1,217,726 $157.0M
Canada Pension Plan Investment Board 0.11% Add +190.6% 1,165,591 $150.3M
Scharf Investments, LLC 3.67% Reduce -2.2% 1,131,009 $145.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +3.1% 1,101,230 $142.0M
HSBC Holdings PLC 0.08% Reduce -8.4% 1,101,970 $141.7M
Brown Advisory Inc. 0.18% Add +8.9% 1,087,205 $140.2M
Citadel Advisors 0.11% Add +278.4% 1,068,571 $137.8M
Danica Pension, Livsforsikringsaktieselskab 2.06% Reduce -1.9% 1,037,718 $133.8M
Rhumbline Advisers 0.11% Reduce -0.8% 1,030,899 $132.9M
Nearwater Capital Markets, Ltd 1.72% New 995,000 $128.3M
Renaissance Technologies 0.16% Add +31.3% 963,427 $124.2M
Macquarie Group Ltd. 0.14% Add +9.9% 957,887 $123.5M
New York State Common Retirement Fund 0.16% Add +4.2% 942,817 $121.6M
Appaloosa 1.62% New 925,000 $119.3M
California State Teachers Retirement System 0.12% Add +0.2% 918,322 $118.4M
Baupost Group 2.42% No change 895,000 $115.4M
Voloridge Investment Management, LLC 0.38% Add +86.0% 872,961 $112.6M
Welch & Forbes LLC 1.35% Add +0.8% 872,375 $112.5M
Summitry LLC 4.74% Add +61.0% 868,548 $112.0M
Baird Financial Group, Inc. 0.18% Add +4.1% 854,367 $110.2M
Vulcan Value Partners, LLC 1.87% New 803,160 $103.4M
Alyeska Investment Group, L.P. 0.30% Add +1065.3% 779,864 $100.5M
Turtle Creek Asset Management Inc. 3.03% New 777,450 $100.2M
Bowie Capital Management, LLC 4.43% Add +15.3% 761,618 $98.2M
BNP Paribas Financial Markets 0.08% Add +0.1% 750,496 $96.8M
CANADA LIFE ASSURANCE Co 0.14% Reduce -9.4% 730,191 $95.2M
Man Group plc 0.18% Add +5.3% 721,836 $93.1M
Northwestern Mutual Wealth Management Co. 0.06% Add +111.3% 679,442 $87.6M
Giverny Capital 2.85% Add +0.4% 651,257 $84.0M
Crestwood Advisors Group, LLC 1.41% Reduce -5.5% 644,595 $83.1M
LPL Financial LLC 0.02% Reduce -11.3% 635,539 $81.9M
Artisan Partners Limited Partnership 0.12% Add +1.8% 629,478 $81.2M
Clearbridge Investments, LLC 0.06% Add +6.0% 605,787 $78.1M
Principal Financial Group Inc. 0.04% Reduce -13.6% 604,832 $78.0M
Corient Private Wealth LP 0.12% Add +0.7% 594,717 $76.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.17% Reduce -2.7% 581,307 $74.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% Add +5.0% 575,866 $74.2M
Huntington National Bank 0.60% Reduce -2.9% 567,227 $73.1M
Korea Investment CORP 0.15% Add +12.1% 548,607 $70.7M
NZS Capital, LLC 2.15% Add +27.7% 544,102 $70.2M
Birch Hill Investment Advisors LLC 2.93% Reduce -0.3% 537,998 $69.4M
Commerce Bank 0.38% Reduce -7.5% 535,808 $69.1M
Madison Asset Management, LLC 0.76% Reduce -10.1% 534,949 $69.0M
Nicholas Company, Inc. 1.16% Add +9.4% 529,099 $68.2M
TCW Group Inc. 0.57% Reduce -19.9% 524,820 $67.7M
Bank of Montreal 0.03% Add +12.2% 521,557 $67.2M
Susquehanna International Group, LLP 0.10% Add +210.3% 510,594 $65.8M
New York State Teachers Retirement System 0.13% Reduce -0.4% 510,070 $65.8M
New South Capital Management Inc. 2.99% Add +4.1% 507,980 $65.5M
State Board of Administration of Florida Retirement System 0.11% Reduce -9.0% 500,172 $64.5M
Tidal Investments LLC 0.27% Add +392.1% 496,969 $64.1M
Adage Capital Partners Gp, L.L.C. 0.10% Add +8.0% 494,081 $63.7M
Cerity Partners LLC 0.10% Reduce -2.8% 493,065 $63.6M
HRT Financial LP 0.23% Add +204.3% 487,446 $62.8M
Ensign Peak Advisors, Inc 0.10% Reduce -7.9% 482,644 $62.2M
Quadrature Capital Ltd 0.73% Add +42.7% 478,890 $61.7M
Marathon Asset Management Ltd 2.26% Reduce -8.8% 477,082 $61.5M
Cooke & Bieler LP 0.62% New 463,324 $59.7M
Aviva PLC 0.11% Add +6.3% 455,899 $58.8M
Woodley Farra Manion Portfolio Management Inc. 2.75% Reduce -0.3% 452,021 $58.3M
Staley Capital Advisers Inc. 2.39% Add +6.2% 451,774 $58.2M
Aberdeen Group plc 0.09% Reduce -1.9% 438,619 $57.2M
Sei Investments Co. 0.06% Reduce -8.8% 435,148 $56.1M
Compass Capital Management, Inc. 2.95% Add +7.3% 432,584 $55.8M
Cornerstone Investment Partners, LLC 2.32% Add +0.6% 429,828 $55.4M
Mariner, LLC 0.07% Reduce -21.7% 422,612 $54.5M
Canoe Financial LP 0.77% Add +37.9% 418,419 $54.0M
Bradley Foster & Sargent Inc. 0.79% Reduce -24.6% 415,884 $53.6M
Natixis 0.29% Add +219.6% 413,796 $53.4M
Homestead Advisers Corp 1.26% Reduce -37.6% 411,400 $53.0M
Cardano Risk Management B.V. 0.55% Reduce -10.4% 401,168 $51.7M
Keybank National Association 0.18% Reduce -12.8% 399,840 $51.6M
C Partners Holding GmbH 13.30% Add +18.3% 393,422 $50.7M
Acadian Asset Management LLC 0.09% Add +35.3% 392,506 $50.6M
Capital Fund Management S.A. 0.51% Add +34.4% 392,313 $50.6M
Associated Banc-Corp 1.33% Add +0.1% 391,037 $50.4M
APG Asset Management N.V. 0.14% Add +4.4% 453,486 $49.8M
DekaBank Deutsche Girozentrale 0.08% No change 380,495 $49.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% Reduce -2.3% 384,158 $49.3M
Russell Investments Group, Ltd. 0.06% Reduce -3.5% 381,266 $49.2M
American Century Companies Inc. 0.03% Reduce -60.3% 380,049 $49.0M
London Co. of Virginia 0.27% Reduce -2.2% 378,668 $48.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.28% Reduce -2.1% 376,887 $48.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -16.9% 376,886 $48.6M
Toronto Dominion Bank 0.09% Add +9.0% 375,707 $48.4M
Troy Asset Management Ltd 1.24% Add +17.9% 374,142 $48.2M
AXA Investment Managers S.A. 0.13% — 372,900 $48.1M
Capital Research Global Investors 0.01% Add +0.8% 372,056 $48.0M
Allspring Global Investments Holdings, LLC 0.08% Reduce -1.1% 378,262 $47.7M
Country Trust Bank 1.02% Add +14.6% 359,736 $46.4M
Nichols & Pratt Advisers LLP 2.81% Add +5.1% 344,876 $44.5M
SG Americas Securities, LLC 0.17% Add +865.1% 344,872 $44.5M
Port Capital LLC 1.81% Add +0.3% 337,120 $43.5M
CIBC Bancorp USA Inc. 0.26% — 335,384 $43.2M
Storebrand Asset Management As 0.11% Reduce -11.7% 335,116 $43.2M
Victory Capital Management Inc. 0.03% Reduce -38.0% 331,993 $42.8M
Two Sigma Advisers, LP 0.09% Add +800.3% 331,636 $42.8M
Natixis Advisors, LLC 0.06% Reduce -29.8% 331,425 $42.7M
ZWJ Investment Counsel Inc. 1.51% Add +12.4% 330,976 $42.7M
Alta Capital Management LLC/ 2.35% Reduce -1.8% 327,542 $42.2M
Stifel Financial Corp. 0.04% Add +30.3% 324,394 $41.8M
Generate Investment Management Ltd 2.09% Add +86.2% 320,000 $41.3M
Danske Bank A/S 0.10% Reduce -4.5% 316,448 $40.8M
Schroder Investment Management Group 0.03% Reduce -2.5% 311,565 $40.2M
Prudential Financial Inc. 0.05% Reduce -5.1% 308,188 $39.7M
Cortland Associates Inc. 4.68% Add +0.7% 307,384 $39.6M
Truist Financial Corp. 0.05% Add +8.5% 306,070 $39.5M
Ossiam 0.50% Add +32.7% 303,740 $39.2M
Fisher Funds Management LTD 1.03% Add +82.0% 301,359 $38.9M
State of Wisconsin Investment Board 0.09% Reduce -2.3% 300,962 $38.8M
TD Asset Management Inc 0.03% Add +8.1% 298,469 $38.5M
North Star Asset Management Inc. 1.55% Add +0.6% 296,639 $38.2M
Abn Amro Investment Solutions 0.78% Reduce -4.0% 293,979 $37.9M
CapitalatWork S.A. 1.10% Add +5.8% 291,647 $37.6M
Aquatic Capital Management LLC 0.68% Add +1226.8% 282,626 $36.4M
Corus Family Wealth Advisors 26.43% Add +0.0% 278,759 $35.9M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -5.3% 277,809 $35.8M
Provident Investment Management, Inc. 3.13% Reduce -3.0% 275,530 $35.5M
Erste Asset Management GmbH 0.34% Reduce -11.3% 267,500 $34.8M
Intech Investment Management LLC 0.31% Add +264.5% 266,254 $34.3M
J. L. Bainbridge & Co., Inc. 2.88% Add +4.5% 263,979 $34.0M
Royal London Asset Management Ltd. 0.07% Reduce -72.3% 261,835 $33.8M
1832 Asset Management L.P. 0.06% Add +20.3% 257,269 $33.2M
US Bancorp \de 0.04% Add +0.8% 255,332 $32.9M
DNB Asset Management AS 0.12% Add +87.3% 253,328 $32.7M
Ariel Investments 0.35% Add +38.4% 252,925 $32.6M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -0.7% 252,555 $32.6M
Mountain Pacific Investment Advisers LLC 5.07% Reduce -40.9% 251,507 $32.4M
Saudi Central Bank 1.23% Reduce 0.0% 251,421 $32.4M
Engineers Gate Manager LP 0.37% Add +114.9% 251,112 $32.4M
Silvercrest Asset Management Group LLC 0.21% Add +203.9% 249,416 $32.2M
Vident Advisory, LLC 0.31% Add +1.4% 246,923 $31.8M
Glenmede Investment Management, LP 0.15% Add +18.6% 243,293 $31.4M
Treasurer of the State of North Carolina 0.10% Reduce -5.6% 243,219 $31.4M
TrinityBridge Ltd 0.69% Reduce -80.3% 241,126 $31.1M
Asset Management One Co., Ltd. 0.09% Add +0.2% 240,851 $31.1M
Capital Investment Services of America, Inc. 2.74% Add +0.9% 239,186 $30.8M
Hemenway Trust Co LLC 2.36% Reduce -3.1% 238,900 $30.8M
Andra AP-fonden 0.39% Add +2.7% 238,695 $30.8M
Evercore Wealth Management, LLC 0.45% Reduce -27.7% 238,221 $30.7M
Creative Planning 0.02% Add +2.0% 237,172 $30.6M
BI Asset Management Fondsmaeglerselskab A/S 0.28% Reduce -8.7% 237,025 $30.6M
Y-Intercept (Hong Kong) Ltd 0.73% Add +291.3% 236,044 $30.4M
Todd Asset Management LLC 0.60% Reduce -33.3% 232,016 $29.9M
ProShare Advisors LLC 0.06% Add +78.6% 231,938 $29.9M
Public Sector Pension Investment Board 0.11% Reduce -67.9% 231,120 $29.8M
Tudor Investment Corporation 0.20% Reduce -18.4% 230,813 $29.8M
KLP Kapitalforvaltning As 0.11% Reduce -11.4% 221,436 $28.5M
Factory Mutual Insurance Co. 0.28% Add +39.9% 219,600 $28.3M
Deroy & Devereaux Private Investment Counsel Inc. 1.41% Reduce -0.6% 218,048 $28.1M
Public Employees Retirement System of Ohio 0.09% Reduce -8.1% 217,911 $28.1M
Cubist Systematic Strategies, LLC 0.39% Reduce -46.1% 216,658 $27.9M
Suncoast Equity Management 2.79% Reduce -0.0% 216,544 $27.9M
Robeco Institutional Asset Management B.V. 0.04% Reduce -63.1% 216,255 $27.9M
Renaissance Group LLC 1.04% Add +3.4% 214,354 $27.6M
Mn Services Vermogensbeheer B.V. 0.18% Add +1.1% 211,300 $27.2M
Jones Financial Companies LLLP 0.02% Add +14.1% 209,775 $27.1M
Gotham Asset Management 0.12% Add +110.8% 210,376 $27.1M
Archon Partners LLC 2.82% Reduce -7.6% 206,000 $26.6M
Windward Capital Management Co. 2.08% Reduce -0.9% 202,736 $26.1M
Quantinno Capital Management LP 0.07% Add +71.6% 202,018 $26.0M
Svenska Handelsbanken AB (publ) 9.03% New 200,000 $25.8M
Handelsbanken Fonder AB 0.08% Add +0.7% 199,991 $25.8M
Choate Investment Advisors 0.53% Reduce -5.2% 199,771 $25.8M
Teachers Retirement System of the State of Kentucky 0.19% Reduce -36.7% 196,388 $25.3M
Nitorum Capital, L.P. 4.44% Reduce -3.7% 196,224 $25.3M
Agf Management Ltd. 0.11% Add +55.4% 194,524 $25.1M
State of New Jersey Common Pension Fund D 0.09% Add +1.8% 194,427 $25.1M
Cannell & Spears LLC 0.47% Add +2.7% 192,142 $24.8M
Nisa Investment Advisors, LLC 0.09% Reduce -15.0% 189,918 $24.5M
Wealth Enhancement Advisory Services, LLC 0.04% Add +7.6% 190,964 $24.0M
Nomura Asset Management Co. Ltd. 0.06% Add +1.1% 184,763 $23.8M
King Luther Capital Management Corp. 0.10% Reduce -58.5% 183,772 $23.7M
Clark Capital Management Group, Inc. 0.15% Add +2.2% 183,195 $23.6M
Rafferty Asset Management, LLC 0.08% Reduce -1.9% 180,910 $23.3M
Geneva Capital Management LLC 0.40% Reduce -6.0% 180,530 $23.3M
Focus Partners Wealth 0.04% Reduce -8.9% 177,811 $23.0M
Resona Asset Management Co.,Ltd. 0.11% Reduce -5.8% 177,700 $23.0M
Aware Super Pty Ltd as trustee of Aware Super 0.31% No change 176,721 $22.8M
Distillate Capital Partners LLC 1.18% Add +57.8% 176,125 $22.7M
Twinbeech Capital LP 0.90% Add +134.9% 176,037 $22.7M
Trajan Wealth LLC 0.97% Reduce -6.5% 175,024 $22.6M
Dudley & Shanley, Inc. 3.63% Add +3.3% 174,921 $22.6M
Coerente Capital Management 4.00% Add +10.2% 174,677 $22.5M
STRS Ohio 0.08% Reduce -9.1% 173,789 $22.4M
Lansforsakringar Fondforvaltning AB (publ) 0.12% Reduce -0.7% 173,652 $22.4M
Bank of Nova Scotia 0.04% Reduce -19.1% 170,769 $22.0M
Guyasuta Investment Advisors Inc. 1.26% Add +9.4% 170,464 $22.0M
PNC Financial Services Group, Inc. 0.01% Add +2.6% 169,804 $21.9M
Marble Harbor Investment Counsel, LLC 2.28% Reduce -2.0% 168,870 $21.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -7.0% 163,504 $21.1M
Arizona State Retirement System 0.11% Reduce -0.8% 161,927 $20.9M
Candriam S.C.A. 0.11% Reduce -26.9% 157,394 $20.3M
Dana Investment Advisors, Inc. 0.59% Add +3.6% 156,392 $20.2M
Act Two Investors LLC 3.57% Add +9.8% 156,060 $20.1M
North Point Portfolio Managers Corp. 3.28% Add +24.2% 153,662 $19.8M
River Road Asset Management, LLC 0.22% Add +12.2% 153,642 $19.8M
Professional Advisory Services Inc. 2.34% Reduce -8.7% 152,741 $19.7M
Redwood Grove Capital, LLC 5.60% Add +53.8% 151,832 $19.6M
Teacher Retirement System of Texas 0.08% Reduce -41.5% 151,592 $19.5M
Mill Capital Management, LLC 1.45% Add +11.3% 151,351 $19.5M
Clark Estates Inc. 4.43% Add +113.8% 150,300 $19.4M
Credit Agricole S A 0.06% — 149,367 $19.3M
State of Michigan Retirement System 0.09% Reduce -2.5% 147,034 $19.0M
State of Tennessee, Department of Treasury 0.06% Reduce -27.0% 146,213 $18.9M
Federation des caisses Desjardins du Quebec 0.07% Reduce -6.9% 145,917 $18.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Add +5.7% 144,664 $18.6M
Albion Financial Group 1.12% Add +1.6% 143,466 $18.5M
Quantbot Technologies LP 0.50% Add +180.9% 143,266 $18.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +20.5% 143,058 $18.4M
D.A. Davidson & Co. 0.12% Reduce -9.3% 142,717 $18.4M
MetLife Investment Management, LLC 0.09% Reduce -4.2% 141,905 $18.3M
Choreo, LLC 0.24% Add +2.5% 140,223 $18.1M
Prudential PLC 0.13% Add +31.9% 139,519 $18.0M
Forsta Ap-Fonden 0.11% Reduce -4.1% 139,300 $18.0M
Black Creek Investment Management Inc. 0.85% Add +27.6% 139,160 $17.9M
Czech National Bank 0.12% Add +1.9% 138,062 $17.8M
Montag A & Associates Inc. 0.81% Reduce -0.2% 135,598 $17.5M
Stanley Capital Management, LLC 2.88% No change 135,559 $17.5M
Comerica Bank 0.07% Reduce -17.4% 134,471 $17.3M
Toth Financial Advisory Corp. 1.87% Add +2.7% 134,425 $17.3M
McRae Capital Management Inc. 3.39% Add +4.4% 132,651 $17.1M
Schonfeld Strategic Advisors LLC 0.12% Reduce -39.3% 131,749 $17.0M
Warther Private Wealth, LLC 4.02% Add +26.7% 131,725 $17.0M
M&G PLC 0.09% Add +376.6% 131,326 $16.9M
Jacobs Levy Equity Management, Inc. 0.07% New 130,923 $16.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -4.0% 130,537 $16.8M
MassMutual Private Wealth & Trust, FSB 0.43% Add +0.9% 129,997 $16.8M
Hillman Co. 5.16% No change 129,635 $16.7M
ANTIPODES PARTNERS Ltd 0.37% New 127,628 $16.5M
Foyston, Gordon & Payne Inc 3.59% Add +1.6% 127,488 $16.4M
Lee Danner & Bass Inc. 1.19% Add +20.1% 127,296 $16.4M
Groupe la Francaise 0.22% Add +23.5% 124,737 $16.1M
Cetera Investment Advisers 0.02% Add +15.8% 124,582 $16.1M
KBC Group NV 0.04% Reduce -24.3% 124,549 $16.1M
Freshford Capital Management, LLC 4.60% Reduce -32.0% 123,645 $15.9M
Palisade Capital Management, LP 0.49% Reduce -1.0% 123,435 $15.9M
Busey Bank 0.44% Add +16.7% 123,364 $15.9M
Applied Finance Capital Management, LLC 1.12% Add +21.9% 122,337 $15.8M
ExodusPoint Capital Management, LP 0.22% Add +92.3% 122,174 $15.8M
Cibc World Market Inc. 0.03% Reduce -1.7% 121,913 $15.7M
Varma Mutual Pension Insurance Co 0.10% Add +22.1% 121,731 $15.7M
Penserra Capital Management LLC 0.19% Add +16.9% 120,216 $15.5M
MAI Capital Management 0.10% Add +40.8% 120,183 $15.5M
Ninety One UK Ltd 0.03% Add +0.0% 119,796 $15.4M
Osaic Holdings, Inc. 0.02% Add +8.8% 114,474 $15.3M
Calamos Advisors LLC 0.09% Reduce -44.3% 118,484 $15.3M
Dorsey & Whitney Trust CO LLC 0.81% Reduce -0.3% 118,299 $15.3M
Commonwealth Equity Services, LLC 0.02% Add +18.4% 116,898 $15.1M
Jump Financial, LLC 0.20% Add +1891.3% 115,993 $15.0M
Retirement Systems of Alabama 0.05% Reduce -2.5% 115,958 $15.0M
M&T Bank Corp 0.05% Reduce -18.1% 114,104 $14.7M
Wendell David Associates Inc. 1.44% Reduce -14.4% 113,433 $14.6M
Assetmark, Inc. 0.03% Reduce -17.2% 112,984 $14.6M
CIBC Asset Management Inc 0.04% Reduce -0.1% 111,407 $14.4M
Somerville Kurt F 2.37% Reduce -2.7% 111,215 $14.3M
Skandinaviska Enskilda Banken AB (publ) 0.06% Reduce -11.2% 111,117 $14.3M
Arvest Bank Trust Division 0.79% Reduce -1.4% 110,704 $14.3M
Clearstead Advisors, LLC 0.21% Add +5.0% 110,499 $14.2M
Atlantic Union Bankshares Corp 0.27% Add +4424.3% 110,303 $14.2M
Amalgamated Bank 0.10% Reduce -2.7% 109,814 $14.2M
Northwest & Ethical Investments L.P. 0.33% Reduce -16.0% 109,728 $14.1M
IFM Investors Pty Ltd 0.12% Reduce -2.8% 108,972 $14.1M
Allen Mooney & Barnes Investment Advisors LLC 2.20% Add +2698.2% 109,436 $14.1M
Ieq Capital, LLC 0.04% Add +340.9% 109,109 $14.1M
LS Investment Advisors, LLC 1.98% Reduce -8.8% 108,822 $14.0M
MML Investors Services, LLC 0.04% Reduce -16.4% 108,538 $14.0M
Running Oak Capital LLC 1.56% Add +15.3% 107,862 $13.9M
Daiwa Securities Group Inc. 0.05% Add +10.2% 106,248 $13.7M
Mercer Global Advisors Inc. 0.02% Reduce -18.0% 105,515 $13.6M
Bath Savings Trust Co 1.34% Reduce -10.9% 105,371 $13.6M
Fifth Third Bancorp 0.04% Add +1.0% 101,525 $13.1M
Thrivent Financial for Lutherans 0.03% Reduce -49.0% 99,387 $12.8M
Discovery Capital Management, LLC / CT 0.71% New 99,193 $12.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +3.9% 99,083 $12.8M
Rockefeller Capital Management L.P. 0.02% Add +15.2% 98,180 $12.7M
Sequoia Financial Advisors, LLC 0.08% Add +15.1% 96,986 $12.5M
Covington Investment Advisors Inc. 1.63% Add +2.6% 96,531 $12.4M
Thematics Asset Management 0.56% Reduce -22.4% 96,135 $12.4M
Kelly Lawrence W & Associates Inc. 3.06% Add +0.7% 96,020 $12.4M
Taikang Asset Management (Hong Kong) Co Ltd 1.38% Add +173.4% 95,658 $12.3M
Xponance LLC 0.10% Reduce -3.9% 95,418 $12.3M
Voya Investment Management LLC 0.01% Reduce -68.5% 95,321 $12.3M
Holocene Advisors, LP 0.03% Reduce -91.2% 95,028 $12.3M
USS Investment Management Ltd 0.06% No change 94,940 $12.2M
Steward Partners Investment Advisory, LLC 0.07% Reduce -17.7% 94,784 $12.2M
GAM Holding AG 0.76% Add +3.2% 94,767 $12.2M
HighTower Advisors, LLC 0.01% Reduce -4.2% 94,579 $12.2M
Trexquant Investment LP 0.13% New 94,058 $12.1M
Ethic Inc. 0.20% Reduce -13.7% 93,838 $12.1M
Hunter Perkins Capital Management, LLC 2.67% Add +19.4% 93,196 $12.0M
Dillon & Associates Inc. 1.54% Add +5.1% 93,105 $12.0M
Venturi Wealth Management, LLC 0.55% Add +24.6% 92,506 $11.9M
South Dakota Investment Council 0.23% Add +967.0% 91,766 $11.8M
Broderick Brian C 2.22% Reduce -1.1% 90,759 $11.7M
Entropy Technologies, LP 0.87% Add +66.9% 90,018 $11.6M
Swiss Life Asset Management Ltd 0.06% Reduce -0.7% 89,874 $11.6M
GDS Wealth Management 0.76% Add +10.3% 89,656 $11.6M
Utah Retirement Systems 0.11% Reduce -3.5% 89,365 $11.5M
Punch & Associates Investment Management, Inc. 0.67% Reduce -0.1% 88,518 $11.4M
OP Asset Management Ltd 0.15% Reduce -13.1% 88,171 $11.4M
Hunter Associates Investment Management LLC 1.58% Add +5.6% 87,924 $11.3M
Cornerstone Capital, Inc. 1.10% Reduce -1.7% 87,588 $11.3M
Police & Firemen's Retirement System of New Jersey 0.09% Add +4.1% 87,240 $11.2M
Aptus Capital Advisors, LLC 0.10% Add +6.5% 87,047 $11.2M
CMH Wealth Management LLC 2.38% Add +49.6% 86,676 $11.2M
Mackenzie Financial Corp. 0.01% Add +13.4% 86,248 $11.1M
Addenda Capital Inc. 0.33% Add +41.3% 86,042 $11.1M
State of Alaska, Department of Revenue 0.11% Add +11.9% 85,208 $11.0M
Bailard, Inc. 0.24% Reduce -15.3% 85,199 $11.0M
Courant Investment Management LLC 8.66% New 85,000 $11.0M
Ilmarinen Mutual Pension Insurance Co 0.08% No change 85,000 $11.0M
Harber Asset Management LLC 4.04% New 84,701 $10.9M
L. Roy Papp & Associates, LLP 1.22% Add +25.7% 84,362 $10.9M
Ramsay, Stattman, Vela & Price, Inc. 1.94% Add +0.9% 84,033 $10.8M
Farmers & Merchants Investments Inc. 0.30% Add +1.4% 83,140 $10.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +13.9% 82,937 $10.7M
IMC-Chicago, LLC 0.19% New 82,495 $10.6M
Stansberry Asset Management, LLC 1.12% Reduce -1.5% 82,335 $10.6M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +108.1% 82,019 $10.6M
Tocqueville Asset Management L.P. 0.15% Reduce -22.6% 80,143 $10.3M
HM Payson & Co. 0.15% Reduce -9.0% 79,874 $10.3M
New York Life Investment Management LLC 0.09% Reduce -4.3% 79,437 $10.2M
Hound Partners, LLC 1.31% Add +137.2% 79,112 $10.2M
Pinnacle Financial Partners Inc 0.24% Add +15.4% 78,708 $10.1M
Wilkins Investment Counsel Inc. 1.44% Add +62.4% 78,678 $10.1M
Matrix Asset Advisors Inc. 0.94% Add +706.4% 78,306 $10.1M
Community Trust & Investment Co. 0.54% New 77,992 $10.1M
Baldwin Wealth Partners LLC 0.64% Reduce -1.0% 76,572 $9.9M
Wellington Management Group LLP 0.00% Add +62.3% 76,302 $9.8M
Bragg Financial Advisors, Inc 0.32% Add +3.0% 76,185 $9.8M
Cwm, LLC 0.03% Add +271.3% 75,626 $9.8M
FORA Capital, LLC 1.72% Add +156.2% 75,409 $9.7M
Woodstock Corp. 0.84% Add +4.3% 75,129 $9.7M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -6.0% 74,690 $9.6M
Perennial Advisors, LLC 1.67% Add +1.4% 74,595 $9.6M
World Investment Advisors 0.20% Add +2.3% 74,216 $9.6M
CCM Investment Advisers LLC 0.94% Add +4.3% 74,140 $9.6M
Callan Family Office, LLC 0.30% Reduce -7.7% 73,672 $9.5M
Letson Investment Management, Inc. 3.38% New 73,166 $9.4M
Romano Brothers and Company 1.07% Add +8.4% 72,765 $9.4M
O'shaughnessy Asset Management, LLC 0.05% Reduce -12.1% 72,297 $9.3M
Wolverine Trading, LLC 0.19% Add +4857.3% 70,939 $9.3M
Azimuth Capital Investment Management LLC 0.33% Reduce -41.8% 71,573 $9.2M
Kidder Stephen W 2.63% Reduce -0.2% 71,025 $9.2M
Public Employees Retirement Association of Colorado 0.03% Reduce -5.1% 70,812 $9.1M
Gabelli Funds LLC 0.06% Add +129.2% 70,764 $9.1M
First Trust Advisors LP 0.01% Reduce -67.5% 69,293 $8.9M
Nissay Asset Management Corp. /Japan 0.05% Add +0.3% 69,290 $8.9M
Legacy Private Trust Co. 0.53% Add +12.6% 68,959 $8.9M
Two Point Capital Management, Inc. 3.53% Reduce -1.0% 68,176 $8.8M
Pathstone Holdings, LLC 0.03% Reduce -7.5% 67,992 $8.8M
Puzo Michael J 2.36% Add +0.3% 67,204 $8.7M
Bellecapital International Ltd. 1.40% Reduce -8.3% 67,038 $8.6M
Janus Henderson Group PLC 0.00% Reduce -79.3% 66,081 $8.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.33% Add +2.0% 65,671 $8.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.49% Reduce -3.5% 65,479 $8.4M
Yousif Capital Management, LLC 0.09% Reduce -7.2% 65,388 $8.4M
NEOS Investment Management LLC 0.06% Add +18.4% 64,970 $8.4M
Robertson Opportunity Capital, LLC 2.86% No change 64,600 $8.3M
Bahl & Gaynor LLC 0.04% Reduce -1.3% 64,554 $8.3M
FineMark National Bank & Trust 0.27% Reduce -0.5% 64,486 $8.3M
SFE Investment Counsel 1.33% Add +71.6% 64,401 $8.3M
Diversified Trust Co. 0.16% Add +6.0% 63,869 $8.2M
Jacobs & Co. 0.79% Add +18.0% 63,698 $8.2M
Palmer Knight Co 3.89% Add +26.9% 63,692 $8.2M
Vanguard Personalized Indexing Management, LLC 0.08% Reduce -16.2% 63,044 $8.1M
Oregon Public Employees Retirement Fund 0.10% Add +29.7% 62,134 $8.0M
Generali Asset Management SPA SGR 0.17% Add +4.2% 62,061 $8.0M
Resources Management Corp. /CT/ 1.03% Add +24.4% 61,954 $8.0M
Geneos Wealth Management Inc. 0.20% Add +2.4% 61,866 $8.0M
Arax Advisory Partners 0.11% Add +713.5% 59,908 $7.7M
Polar Capital Holdings Plc 0.04% Add +3.2% 59,768 $7.7M
Webster Bank, N. A. 0.74% Reduce -2.2% 59,657 $7.7M
CX Institutional 0.23% Add +28.4% 59,172 $7.6M
Mutual of America Capital Management LLC 0.08% Reduce -7.3% 58,925 $7.6M
Caisse de depot et placement du Quebec 0.01% Reduce -63.9% 58,590 $7.6M
Cullen/Frost Bankers, Inc. 0.09% Reduce -5.2% 58,036 $7.5M
Olstein Capital Management, L.P. 1.41% Add +84.1% 58,000 $7.5M
Brant Point Investment Management LLC 1.65% Reduce -9.6% 57,679 $7.4M
Legal Advantage Investments, Inc. 3.33% Reduce -1.2% 57,292 $7.4M
Advisors Asset Management, Inc. 0.13% Reduce -15.3% 57,153 $7.4M
Seaview Investment Managers LLC 2.71% Add +15.2% 56,989 $7.3M
Nomura Holdings Inc. 0.04% Add +226.2% 56,278 $7.3M
Headinvest, LLC 1.48% Add +1.0% 55,620 $7.2M
Brooktree Capital Management 4.54% Add +22.7% 55,395 $7.1M
Ironwood Investment Counsel, LLC 1.04% Add +21.9% 55,094 $7.1M
ASR Vermogensbeheer N.V. 0.09% Reduce -0.5% 54,382 $7.0M
Logan Capital Management Inc. 0.29% Add +3.3% 53,775 $6.9M
Schwerin Boyle Capital Management Inc. 0.76% New 53,700 $6.9M
Middleton & Co. Inc. 0.74% Add +12.6% 52,893 $6.8M
Builder Investment Group Inc. 1.52% Reduce -0.3% 52,570 $6.8M
Empowered Funds, LLC 0.07% Add +227.5% 52,251 $6.7M
Hudson Edge Investment Partners Inc. 1.09% Add +38.0% 52,015 $6.7M
Eagle Rock Investment Company, LLC 1.00% Add +20.0% 51,900 $6.7M
Synovus Financial Corp. 0.08% Reduce -3.1% 51,719 $6.7M
Edgemoor Investment Advisors, Inc. 0.52% Add +18.6% 51,594 $6.7M
Walleye Capital LLC 0.06% Add +1607.5% 51,292 $6.6M
Vinva Investment Management Ltd 0.13% Add +29.5% 50,675 $6.6M
Liberty Capital Management, Inc. 1.24% Reduce -0.8% 51,115 $6.6M
Heritage Trust Co 0.69% Add +9.8% 50,753 $6.5M
Brevan Howard Capital Management LP 0.09% Reduce -69.5% 50,598 $6.5M
Thomas Story & Son LLC 2.39% Add +7.5% 50,476 $6.5M
Janney Montgomery Scott LLC 0.02% Add +1.9% 49,918 $6.4M
Smithbridge Asset Management Inc. 0.93% Add +0.3% 49,774 $6.4M
Oppenheimer Asset Management Inc. 0.07% Reduce -7.5% 49,719 $6.4M
Raiffeisen Bank International AG 0.09% Add +959.9% 48,987 $6.4M
Cheviot Value Management, LLC 0.68% Add +486.1% 50,613 $6.4M
Chesley Taft & Associates LLC 0.27% Reduce -7.9% 49,480 $6.4M
Marex Group Ltd 0.08% New 49,359 $6.4M
Oarsman Capital, Inc. 0.89% Add +7.4% 49,132 $6.3M
Marks Group Wealth Management, Inc 0.59% Reduce -1.7% 49,108 $6.3M
Vontobel Holding Ltd. 0.02% Add +10.3% 48,820 $6.3M
Thompson Investment Management, Inc. 0.83% Add +20.3% 48,243 $6.2M
First National Trust Co 0.21% Add +2.7% 48,212 $6.2M
Gilman Hill Asset Management, LLC 0.96% Add +43.0% 47,761 $6.2M
Saranac Partners Ltd 1.29% Add +88.8% 47,658 $6.2M
Sora Investors LLC 0.57% Reduce -72.8% 47,528 $6.1M
UniSuper Management Pty Ltd 0.04% Reduce -55.0% 47,502 $6.1M
Crossmark Global Holdings, Inc. 0.09% Reduce -8.2% 47,412 $6.1M
Captrust Financial Advisors 0.01% Add +30.0% 47,350 $6.1M
Machina Capital S.A.S. 1.07% Add +256.8% 47,170 $6.1M
Morningstar Investment Management LLC 0.22% New 47,125 $6.1M
McKinley Carter Wealth Services, Inc. 0.32% Reduce -15.5% 47,102 $6.1M
Carmel Capital Management L.L.C. 1.82% Reduce -1.0% 46,410 $6.0M
M. Kraus & Co 1.66% Reduce -0.7% 46,143 $5.9M
Value Holdings Management Co. LLC 0.95% Add +39.4% 46,000 $5.9M
Allianz Asset Management GmbH 0.01% Reduce -0.7% 45,923 $5.9M
QRG Capital Management, Inc. 0.07% Reduce -73.0% 45,885 $5.9M
Verition Fund Management LLC 0.04% Reduce -2.8% 45,847 $5.9M
AlTi Global, Inc. 0.14% Add +21.8% 45,768 $5.9M
Torray Investment Partners LLC 0.82% Reduce -1.9% 45,561 $5.9M
UNIVEST FINANCIAL Corp 0.33% Add +3175.2% 45,362 $5.8M
Bell Asset Management Ltd 1.60% Reduce -11.3% 45,267 $5.8M
Redmond Asset Management, LLC 1.43% Add +0.1% 45,056 $5.8M
Ayrshire Capital Management LLC 2.70% Reduce -4.0% 45,050 $5.8M
Live Oak Private Wealth LLC 0.80% Add +8.9% 44,531 $5.7M
Lido Advisors, LLC 0.02% Add +28.7% 44,307 $5.7M
Curi Capital, LLC 0.10% Add +0.3% 44,207 $5.7M
Orion Porfolio Solutions, LLC 0.04% Reduce -19.7% 44,011 $5.7M
Dark Forest Capital Management LP 0.21% Add +66.3% 43,874 $5.7M
Pacer Advisors, Inc. 0.01% Reduce -16.3% 43,806 $5.6M
Quantitative Investment Management, LLC 0.78% New 43,557 $5.6M
Cloverfields Capital Group, LP 1.75% Add +0.5% 43,265 $5.6M
Howe & Rusling Inc. 0.38% Reduce -1.2% 43,216 $5.6M
JB Capital LLC 0.24% Add +2687.7% 42,624 $5.5M
Mizuho Securities USA LLC 0.11% Add +3.3% 39,592 $5.5M
Delaney Dennis R 2.74% No change 42,420 $5.5M
Hills Bank & Trust Co 0.32% Reduce -1.3% 42,387 $5.5M
Alberta Investment Management Corp 0.04% Add +979.5% 42,100 $5.4M
Baker Ellis Asset Management LLC 0.66% Add +3.2% 41,811 $5.4M
Headlands Technologies LLC 0.43% Reduce -40.4% 41,460 $5.3M
Carderock Capital Management Inc. 1.30% Add +0.3% 41,327 $5.3M
Buttonwood Financial Advisors Inc. 1.83% Add +242.1% 41,130 $5.3M
Aryeh Capital Management Ltd. 4.43% No change 41,042 $5.3M
Fiduciary Trust Co 0.06% Add +3.4% 39,929 $5.1M
Sovereign's Capital Management, LLC 2.76% Add +121.6% 39,491 $5.1M
Verdence Capital Advisors LLC 0.29% Reduce -1.1% 40,023 $5.1M
Evergreen Wealth Management, LLC 2.65% New 39,254 $5.1M
Qsemble Capital Management, LP 0.49% New 38,967 $5.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Reduce -44.3% 38,929 $5.0M
Caprock Group, LLC 0.12% — 36,158 $5.0M
Wealthfront Advisers LLC 0.01% Reduce -0.7% 38,721 $5.0M
OneDigital Investment Advisors LLC 0.05% Reduce -9.3% 38,468 $5.0M
Altrafin AG 1.56% Add +4.4% 38,211 $4.9M
HORAN Wealth, LLC 0.77% Add +63.3% 38,139 $4.9M
Patton Albertson Miller Group, LLC 0.59% Add +0.1% 38,064 $4.9M
John G Ullman & Associates Inc. 0.66% Add +3.2% 37,971 $4.9M
Carnegie Investment Counsel 0.09% Reduce -39.9% 37,604 $4.8M
Marshall & Sullivan Inc. 2.24% Add +0.7% 37,435 $4.8M
Monarch Capital Management Inc. 1.18% Add +23.1% 37,312 $4.8M
Soros Capital Management LLC 1.19% Add +19.5% 37,181 $4.8M
Punch Card Management L.P. 1.48% New 37,000 $4.8M
Savant Capital, LLC 0.03% Add +109.0% 36,954 $4.8M
Nordwand Advisors, LLC 0.75% Add +23.4% 36,469 $4.7M
Graybill Wealth Management, LTD. 1.44% Add +4.7% 36,409 $4.7M
Notis-McConarty Edward 2.15% Add +0.5% 35,840 $4.6M
Eley Financial Management, Inc 1.66% Add +1.8% 35,756 $4.6M
Illinois Municipal Retirement Fund 0.06% Add +23.0% 35,657 $4.6M
Kestra Advisory Services, LLC 0.02% Reduce -16.6% 35,493 $4.6M
Hantz Financial Services, Inc. 0.07% Reduce -2.1% 35,437 $4.6M
Cairn Investment Group, Inc. 2.08% New 35,410 $4.6M
Advisory Services Network, LLC 0.07% Reduce -5.0% 35,296 $4.6M
DF Dent & Co. Inc. 0.06% Add +1.1% 35,135 $4.5M
Bouvel Investment Partners, LLC 1.38% Reduce -1.0% 34,938 $4.5M
Compass Wealth Management LLC 1.00% Add +5.4% 34,728 $4.5M
Peapack Gladstone Financial Corp. 0.06% Reduce -39.3% 34,332 $4.4M
Elo Mutual Pension Insurance Co 0.07% Add +1.9% 34,266 $4.4M
AdvisorShares Investments LLC 0.72% Reduce -1.3% 34,204 $4.4M
Aigen Investment Management, LP 0.68% Add +6.2% 34,148 $4.4M
Nicollet Investment Management, Inc. 1.43% Reduce -3.0% 33,977 $4.4M
Kentucky Retirement Systems 0.12% Reduce -6.4% 33,963 $4.4M
Sciencast Management LP 0.82% Add +49.1% 33,876 $4.4M
Baxter Bros Inc. 0.50% Reduce -6.4% 33,824 $4.4M
Reynders McVeigh Capital Management, LLC 0.20% Add +10.7% 33,798 $4.4M
Anchor Investment Management, LLC 0.36% Reduce -0.9% 33,724 $4.3M
Glenview Trust Co 0.07% Add +2.5% 33,678 $4.3M
Buckhead Capital Management LLC 1.57% Add +18.2% 33,434 $4.3M
Regions Financial Corp. 0.03% Reduce -85.3% 33,410 $4.3M
CenterBook Partners LP 0.21% Add +233.8% 33,152 $4.3M
Atria Investments, Inc 0.05% Reduce -31.1% 33,138 $4.3M
Bey-Douglas LLC 3.18% Reduce -23.3% 33,106 $4.3M
Core Alternative Capital 1.24% Reduce -11.2% 33,106 $4.3M
&partners 0.03% Add +2.1% 33,096 $4.3M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -2.1% 32,646 $4.2M
XTX Topco Ltd 0.22% Add +204.8% 32,640 $4.2M
Argent Trust Co 0.15% Reduce -5.4% 32,498 $4.2M
Thompson Siegel & Walmsley LLC 0.07% New 32,424 $4.2M
Chicago Capital, LLC 0.10% Reduce -1.0% 32,374 $4.2M
Snowden Capital Advisors LLC 0.11% Add +14.3% 32,349 $4.2M
NorthCrest Asset Manangement, LLC 0.10% Add +14.5% 32,894 $4.2M
Sanctuary Advisors, LLC 0.02% Reduce -10.5% 32,319 $4.2M
HB Wealth Management, LLC 0.03% Reduce -1.1% 32,254 $4.2M
Capstone Investment Advisors, LLC 0.04% Add +176.1% 32,039 $4.1M
Hartford Investment Management Co. 0.12% Reduce -4.8% 31,846 $4.1M
Bull Street Advisors, LLC 1.91% Reduce -0.1% 31,745 $4.1M
Knights of Columbus Asset Advisors LLC 0.23% Add +0.2% 31,625 $4.1M
Prescott Group Capital Management, L.L.C. 0.43% No change 31,564 $4.1M
Ascent Group, LLC 0.14% Add +22.9% 31,539 $4.1M
Rakuten Investment Management, Inc. 0.01% — 61,772 $4.1M
Salvus Wealth Management, LLC 2.26% Add +29.4% 31,424 $4.1M
Keel Point, LLC 0.25% Add +4.3% 31,315 $4.0M
Elefante Mark B 2.56% Add +13.9% 31,031 $4.0M
Norinchukin Bank, The 0.05% Reduce -4.8% 30,998 $4.0M
Avior Wealth Management, LLC 0.13% Add +21.9% 30,857 $4.0M
Vestcor Inc 0.12% Reduce -3.9% 30,554 $3.9M
Robbins Farley 1.62% Add +23.7% 30,246 $3.9M
Tenzing Global Management, LLC 2.72% New 30,000 $3.9M
Silphium Asset Management Ltd 1.14% No change 29,931 $3.9M
Wisconsin Capital Management LLC 1.95% Add +4.8% 29,706 $3.8M
Cary Street Partners Financial LLC 0.10% Reduce -18.3% 29,635 $3.8M
Taylor Financial Group, Inc. 2.20% Add +6.2% 29,598 $3.8M
Private Advisor Group, LLC 0.02% Reduce -7.1% 29,580 $3.8M
Capital Counsel LLC 0.15% New 29,500 $3.8M
Signet Financial Management, LLC 0.44% New 29,451 $3.8M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.29% No change 29,423 $3.8M
United Capital Financial Advisors, LLC 0.03% Add +0.3% 28,877 $3.7M
Broyhill Asset Management, LLC 3.26% Add +39.9% 28,849 $3.7M
Stone Run Capital, LLC 1.45% Reduce -7.7% 28,625 $3.7M
Louisiana State Employees Retirement System 0.06% Reduce -2.7% 28,500 $3.7M
Gulf International Bank (UK) Ltd 0.12% Reduce -2.0% 28,388 $3.7M
Marietta Investment Partners LLC 0.70% Reduce -41.0% 28,355 $3.7M
AG2R La Mondiale Gestion D'actifs 0.19% No change 21,166 $3.6M
Harvey Capital Management Inc. 0.77% Add +51.2% 27,995 $3.6M
Occudo Quantitative Strategies LP 0.44% New 27,916 $3.6M
SouthState Bank Corp 0.17% Reduce -2.3% 27,910 $3.6M
Investment Management Corp of Ontario 0.05% Reduce -44.9% 27,891 $3.6M
Meridian Wealth Advisors, LLC 0.51% Add +2.6% 27,864 $3.6M
Ashton Thomas Securities, LLC 0.50% Reduce -0.9% 27,565 $3.6M
Continuum Advisory, LLC 0.37% Add +2051.2% 27,471 $3.5M
Bessemer Group Inc. 0.01% Reduce -98.9% 27,361 $3.5M
New Age Alpha Advisors, LLC 0.15% Reduce -16.5% 27,247 $3.5M
Maryland State Retirement & Pension System 0.07% Add +1.1% 27,115 $3.5M
First Western Trust Bank 0.16% Reduce -10.0% 27,064 $3.5M
Ami Investment Management Inc. 0.81% Add +15.1% 27,048 $3.5M
Timber Creek Capital Management LLC 0.84% Reduce -0.5% 26,956 $3.5M
Numerai GP LLC 0.49% New 26,759 $3.5M
Capital International Sarl 0.06% Add +21.2% 26,638 $3.4M
Apollon Wealth Management, LLC 0.06% Reduce -25.8% 26,566 $3.4M
Nutshell Asset Management Ltd 1.63% Add +43.2% 26,500 $3.4M
Maxi Investments CY Ltd 0.71% New 26,488 $3.4M
FFT Wealth Management LLC 0.63% No change 26,483 $3.4M
Canada Post Corp Registered Pension Plan 0.15% Add +8.8% 26,100 $3.4M
Dempze Nancy E 1.87% Add +0.0% 26,344 $3.4M
Walleye Trading LLC 0.05% Add +697.0% 26,332 $3.4M
Prime Capital Investment Advisors, LLC 0.04% Reduce -5.5% 26,330 $3.4M
Principal Securities, Inc. 0.06% Reduce -8.9% 26,314 $3.4M
Securian Asset Management, Inc. 0.09% Reduce -9.4% 26,252 $3.4M
TAM Capital Management Inc. 1.67% New 26,200 $3.4M
Fulcrum Asset Management LLP 0.93% Reduce -2.7% 26,151 $3.4M
NewEdge Advisors, LLC 0.02% Add +12.3% 26,121 $3.4M
Capital City Trust Co. 0.82% Reduce -3.4% 26,029 $3.4M
Daiichi Life Insurance Co., Ltd. 0.08% Reduce -5.5% 26,023 $3.4M
Meiji Yasuda Asset Management Co Ltd. 0.16% Add +167.3% 25,810 $3.3M
EagleClaw Capital Managment, LLC 0.46% Reduce -2.1% 25,770 $3.3M
Blume Capital Management, Inc. 0.62% Add +785.7% 25,197 $3.2M
New Mexico Educational Retirement Board 0.10% Reduce -6.0% 25,016 $3.2M
First National Advisers, LLC 0.44% Add +2.2% 24,935 $3.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -28.2% 24,928 $3.2M
Fairbanks Capital Management, Inc. 1.74% Add +13.1% 24,853 $3.2M
Guggenheim Capital LLC 0.02% Reduce -30.8% 24,847 $3.2M
Metis Global Partners, LLC 0.08% Reduce -3.4% 24,816 $3.2M
Capital Analysts, LLC 0.09% Add +1.6% 24,585 $3.2M
Point72 Hong Kong Ltd 0.15% Reduce -38.0% 24,544 $3.2M
Cadence Bank 0.19% Reduce -0.2% 24,090 $3.1M
LOM Asset Management Ltd 0.94% Add +9.1% 23,998 $3.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +32.9% 23,858 $3.1M
Artemis Investment Management LLP 0.04% Reduce -88.4% 23,328 $3.0M
Caption Management, LLC 0.18% Add +603.0% 23,200 $3.0M
Bleakley Financial Group, LLC 0.07% Add +2.4% 23,160 $3.0M
Bridges Investment Management Inc. 0.04% Add +42.6% 23,146 $3.0M
Becker Capital Management Inc. 0.09% No change 23,132 $3.0M
Graphene Investments SAS 1.88% Add +22.2% 23,100 $3.0M
Hillman Capital Management, Inc. 1.72% New 22,900 $3.0M
E. Ohman J:or Asset Management AB 0.07% No change 22,701 $2.9M
Hohimer Wealth Management, LLC 0.41% New 22,627 $2.9M
Weiss Asset Management LP 0.05% New 22,252 $2.9M
First Financial Bank - Trust Division 0.24% Reduce -8.9% 22,242 $2.9M
Linden Thomas Advisory Services, LLC 0.29% Add +3.5% 22,065 $2.8M
Pinnacle Associates Ltd. 0.04% Add +5.7% 21,994 $2.8M
Peddock Capital Advisors, LLC 0.61% Reduce -1.2% 21,859 $2.8M
Great Valley Advisor Group, Inc. 0.06% Reduce -48.9% 21,841 $2.8M
Brown, Lisle/Cummings, Inc. 0.72% Reduce -0.7% 21,794 $2.8M
First National Bank of Omaha 0.18% Reduce -4.9% 21,740 $2.8M
LaFleur & Godfrey LLC 0.34% Add +2.2% 21,482 $2.8M
Investment Research & Advisory Group, Inc. 0.94% Add +9.2% 21,392 $2.8M
OMERS ADMINISTRATION Corp 0.02% No change 21,394 $2.8M
Indiana Trust & Investment Management Co 0.84% Reduce -5.5% 21,387 $2.8M
Davidson Capital Management Inc. 0.61% Add +8.3% 21,288 $2.7M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +2.9% 21,246 $2.7M
Parallel Advisors, LLC 0.05% Add +72.3% 21,235 $2.7M
Van Eck Associates Corp. 0.00% Add +2.7% 21,226 $2.7M
Summit Trail Advisors, LLC 0.04% Add +17.6% 21,067 $2.7M
Tobam 0.98% Add +1095.5% 21,016 $2.7M
Cornerstone Advisors, LLC 0.09% No change 21,000 $2.7M
Empirical Finance, LLC 0.13% Add +0.8% 20,987 $2.7M
Mgo One Seven LLC 0.06% Add +70.2% 20,934 $2.7M
Siemens Fonds Invest GmbH 0.15% Reduce -3.9% 20,744 $2.7M
Moors & Cabot, Inc. 0.12% Reduce -1.3% 20,613 $2.7M
Lombard Odier Asset Management (Switzerland) SA 0.12% Reduce -10.2% 20,452 $2.6M
Allstate Corp. 0.06% New 20,203 $2.6M
Birch Capital Management, LLC 1.32% Reduce -2.4% 20,104 $2.6M
Trust Co. of Oklahoma 0.76% Reduce -6.1% 19,933 $2.6M
Lombard Odier Asset Management (Europe) Ltd 0.19% Reduce -56.9% 19,920 $2.6M
Coldstream Capital Management Inc. 0.03% Add +6.7% 19,918 $2.6M
Concurrent Investment Advisors, LLC 0.04% Add +53.6% 19,914 $2.6M
Steinberg Asset Management LLC 1.84% New 19,859 $2.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -99.0% 19,812 $2.6M
Independent Advisor Alliance 0.07% Add +51.2% 19,754 $2.5M
Praxis Investment Management Inc. 0.15% No change 19,746 $2.5M
Stoneridge Investment Partners LLC 1.74% Add +124.2% 19,658 $2.5M
Oak Thistle LLC 0.39% New 19,602 $2.5M
Ofi Invest Asset Management 0.05% Add +3.4% 23,029 $2.5M
Graham Capital Wealth Management, LLC 2.57% New 19,411 $2.5M
Fairvoy Private Wealth, LLC 0.57% Add +6.0% 19,318 $2.5M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +1.3% 19,291 $2.5M
Plato Investment Management Ltd 0.17% Add +5.2% 19,378 $2.5M
Robertson Stephens Wealth Management, LLC 0.07% Reduce -8.7% 19,206 $2.5M
Merit Financial Group, LLC 0.02% Add +0.1% 19,179 $2.5M
Cox Capital Mgt LLC 1.61% Add +0.3% 19,140 $2.5M
Agate Pass Investment Management, LLC 0.94% Reduce -4.9% 19,080 $2.5M
Campbell Newman Asset Management Inc. 0.18% Add +0.2% 18,972 $2.4M
KLCM Advisors, Inc. 0.24% Reduce -0.1% 18,943 $2.4M
Equitable Holdings, Inc. 0.02% Add +27.5% 18,929 $2.4M
Delta Global Management LP 0.18% New 18,919 $2.4M
Harbor Investment Advisory, LLC 0.20% Add +23.5% 18,779 $2.4M
Trinity Financial Advisors LLC 0.69% No change 18,532 $2.4M
Ssa Swiss Advisors AG 1.10% No change 18,295 $2.4M
Wilmington Savings Fund Society, FSB 0.06% Reduce -42.4% 18,383 $2.4M
Atlantic Edge Private Wealth Management, LLC 0.61% Reduce -0.5% 18,325 $2.4M
Berger Financial Group, Inc 0.14% Reduce -0.9% 18,211 $2.3M
Wealthspire Advisors, LLC 0.01% Reduce -24.4% 18,142 $2.3M
Union Bancaire Privee, UBP SA 0.03% Reduce -55.0% 20,395 $2.3M
Prelude Capital Management, LLC 0.18% Add +236.4% 17,944 $2.3M
Nilsine Partners, LLC 0.21% Reduce -47.7% 17,935 $2.3M
Townsquare Capital LLC 0.35% Reduce -6.4% 17,909 $2.3M
Shell Asset Management Co. 0.23% Reduce -75.6% 17,883 $2.3M
Sterling Capital Management LLC 0.03% Reduce -8.7% 17,560 $2.3M
Albert D Mason Inc. 1.47% Add +20.6% 17,502 $2.3M
Balefire, LLC 0.45% Reduce -3.8% 17,470 $2.3M
Equitable Trust Co. 0.10% Add +12.5% 17,446 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -2.0% 17,326 $2.2M
Hall Laurie J Trustee 0.73% Reduce -1.7% 17,215 $2.2M
Cozad Asset Management Inc. 0.18% Reduce -66.6% 17,197 $2.2M
AMG National Trust Bank 0.05% Reduce -1.9% 17,114 $2.2M
Ellenbecker Investment Group 0.33% Reduce -4.0% 17,078 $2.2M
Hancock Whitney Corp. 0.04% Add +8.5% 17,053 $2.2M
Fulton Bank, N.A. 0.08% Add +2.8% 16,873 $2.2M
Sawyer & Company, Inc 0.82% New 12,573 $2.2M
Unique Wealth, LLC 0.32% Reduce -1.1% 16,764 $2.2M
GAMMA Investing LLC 0.12% Reduce -12.2% 16,682 $2.2M
Integrated Wealth Concepts LLC 0.02% Add +12.0% 16,487 $2.1M
North Star Investment Management Corp. 0.13% Add +0.0% 16,272 $2.1M
Country Club Bank 0.12% New 15,908 $2.1M
Argyle Capital Management, LLC 0.72% Add +1.3% 16,094 $2.1M
Brighton Jones LLC 0.05% Add +50.0% 15,998 $2.1M
Spectrum Asset Management, Inc. (NB/CA) 0.72% Add +103.8% 15,935 $2.1M
WESCAP Management Group, Inc. 0.43% Reduce -1.3% 15,820 $2.0M
Greenup Street Wealth Management LLC 0.31% New 15,797 $2.0M
Scotia Capital Inc. 0.01% Add +9.6% 15,725 $2.0M
Quadrant Capital Group LLC 0.07% Add +14.4% 15,659 $2.0M
Clayton Partners LLC 1.51% Reduce -0.1% 15,463 $2.0M
Palouse Capital Management, Inc. 1.29% New 15,417 $2.0M
Citizens Financial Group Inc. 0.03% Add +10.3% 15,394 $2.0M
Poehling Capital Management, INC. 0.42% New 15,332 $2.0M
Campbell & CO Investment Adviser LLC 0.15% Add +165.3% 15,284 $2.0M
Sierra Legacy Group 1.45% Add +12.2% 15,202 $2.0M
Point72 (DIFC) Ltd 0.14% Reduce -74.0% 15,067 $1.9M
Mutual Advisors, LLC 0.04% Add +129.3% 15,669 $1.9M
Community Bank, N.A. 0.23% Add +160.0% 15,049 $1.9M
Ameritas Advisory Services, LLC 0.13% Add +54.4% 14,957 $1.9M
Focus Financial Network, Inc. 0.07% Reduce -14.1% 14,927 $1.9M
Kendall Capital Management 0.43% Reduce -1.6% 14,873 $1.9M
Mufg Securities Americas Inc. 0.12% Add +19.3% 14,659 $1.9M
Coppell Advisory Solutions LLC 0.20% New 14,360 $1.9M
Meeder Advisory Services, Inc. 0.09% Reduce -5.5% 14,473 $1.9M
Roundview Capital LLC 0.12% Reduce -5.3% 14,404 $1.9M
Meiji Yasuda Life Insurance Co 0.05% Add +29.3% 14,393 $1.9M
Comprehensive Financial Consultants Institutional, Inc. 0.57% Add +8.2% 14,283 $1.8M
Benjamin Edwards Inc. 0.02% Reduce -24.8% 14,266 $1.8M
Kentucky Retirement Systems Insurance Trust Fund 0.12% Reduce -7.6% 14,236 $1.8M
Dakota Wealth Management 0.04% Add +13.3% 14,235 $1.8M
Ostrum Asset Management 0.08% Reduce -3.0% 14,231 $1.8M
Group One Trading LLC 0.05% New 14,169 $1.8M
Axxcess Wealth Management, LLC 0.04% Reduce -8.0% 14,149 $1.8M
Jackson Hole Capital Partners, LLC 0.31% Add +6.2% 14,097 $1.8M
Brooklyn Investment Group 0.24% Reduce -2.8% 10,501 $1.8M
Howland Capital Management LLC 0.07% No change 13,941 $1.8M
Leonteq Securities AG 0.10% Add +201.6% 13,908 $1.8M
Jacobi Capital Management LLC 0.11% Add +15.6% 13,874 $1.8M
Cullen Investment Group, LTD. 0.24% Add +5.3% 14,017 $1.8M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -8.4% 13,793 $1.8M
GAMCO Investors 0.02% Add +164.9% 13,775 $1.8M
Ashton Thomas Private Wealth, LLC 0.05% Reduce -20.4% 13,738 $1.8M
BDF-Gestion 0.21% Reduce -17.2% 13,724 $1.8M
Sumitomo Life Insurance Co. 0.05% Reduce -31.0% 13,638 $1.8M
Mendel Money Management 0.73% Add +65.8% 13,552 $1.7M
PEAK6 LLC 0.04% New 13,552 $1.7M
Eads & Heald Wealth Management 0.83% Reduce -6.8% 13,550 $1.7M
City Holding Co. 0.22% Reduce -14.8% 13,517 $1.7M
Johnson Financial Group, Inc. 0.07% Add +30.2% 13,502 $1.7M
Auxier Asset Management LLC 0.24% New 13,440 $1.7M
Hardy Reed LLC 0.13% Add +0.1% 13,426 $1.7M
Boston Family Office LLC 0.11% No change 13,392 $1.7M
Analyst IMS Investment Management Services Ltd. 0.05% Reduce -9.2% 13,321 $1.7M
Annex Advisory Services, LLC 0.04% Add +1.7% 13,314 $1.7M
Horizon Investments, LLC 0.02% Add +39.2% 13,199 $1.7M
Independence Bank of Kentucky 0.22% Add +478.2% 13,131 $1.7M
Farther Finance Advisors, LLC 0.03% Add +3.4% 13,099 $1.7M
MTM Investment Management, LLC 0.54% Reduce -3.3% 13,068 $1.7M
Fayez Sarofim & Co 0.00% Reduce -2.9% 13,049 $1.7M
Sagespring Wealth Partners, LLC 0.03% Reduce -4.2% 13,040 $1.7M
WINTON GROUP Ltd 0.06% Add +45.9% 12,950 $1.7M
Spirepoint Private Client, LLC 0.18% Reduce -0.0% 12,925 $1.7M
Penobscot Investment Management Company, Inc. 0.13% Reduce -21.8% 12,887 $1.7M
Lanark Financial, Inc. 0.13% Add +6.6% 12,868 $1.7M
Aurora Investment Counsel 0.87% Add +215.6% 12,814 $1.7M
Trillium Asset Management, LLC 0.04% Reduce -1.7% 12,708 $1.6M
Eagle Strategies LLC 0.22% New 12,624 $1.6M
ICW Investment Advisors LLC 0.59% Add +14.4% 12,528 $1.6M
Newman Dignan & Sheerar, Inc. 0.35% Add +1.7% 12,514 $1.6M
Tower Research Capital LLC (TRC) 0.04% Reduce -49.9% 12,491 $1.6M
Palisade Asset Management, LLC 0.15% Add +0.1% 12,361 $1.6M
AlphaQuest LLC 0.10% Add +79.4% 12,361 $1.6M
Baldwin Investment Management, LLC 0.18% Reduce -10.5% 12,325 $1.6M
LGT Group Foundation 0.02% Add +15.2% 12,598 $1.6M
Global Retirement Partners, LLC 0.04% Reduce -9.3% 12,292 $1.6M
Harbour Investments, Inc. 0.04% Add +2.3% 12,284 $1.6M
Graham Capital Management, L.P. 0.09% Reduce -64.0% 12,240 $1.6M
Tiaa Trust, National Association 0.00% Add +10.3% 12,239 $1.6M
V-Square Quantitative Management LLC 0.27% Add +6.7% 12,210 $1.6M
Legato Capital Management LLC 0.17% Add +57.9% 12,122 $1.6M
LSV Asset Management 0.00% Add +462.1% 12,028 $1.6M
Barbara Oil Co. 0.58% No change 12,000 $1.5M
Invera Wealth Advisors, LLC 0.94% Add +0.8% 11,880 $1.5M
Kovack Advisors, Inc. 0.14% Reduce -0.2% 11,847 $1.5M
Signaturefd, LLC 0.02% Reduce -11.6% 11,846 $1.5M
Twin Capital Management Inc. 0.19% Reduce -1.6% 11,822 $1.5M
Condor Capital Management 0.12% Reduce -1.3% 11,736 $1.5M
Arkadios Wealth Advisors 0.04% Reduce -10.0% 11,574 $1.5M
C WorldWide Group Holding A/S 0.02% No change 11,494 $1.5M
DAVENPORT & Co LLC 0.01% Reduce -11.5% 11,446 $1.5M
Quantessence Capital LLC 0.46% New 11,381 $1.5M
AustralianSuper Pty Ltd 0.01% Add +23.0% 11,379 $1.5M
Abundance Wealth Counselors 0.25% Reduce -2.6% 11,331 $1.5M
Fairtree Asset Management (Pty) Ltd 0.95% Add +147.6% 11,302 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +18.5% 11,255 $1.5M
Signature Wealth Management Group 0.56% Reduce -0.1% 11,234 $1.4M
Central Pacific Bank - Trust Division 0.18% Add +26.3% 11,215 $1.4M
Greenleaf Trust 0.01% Add +0.3% 11,192 $1.4M
Premier Path Wealth Partners, LLC 0.19% Add +314.3% 11,162 $1.4M
Arvest Investments, Inc. 0.21% Reduce -1.4% 11,157 $1.4M
Coastal Bridge Advisors, LLC 0.11% New 11,145 $1.4M
Knollwood Investment Advisory, LLC 0.13% No change 11,056 $1.4M
Caliber Wealth Management, LLC / KS 0.16% Add +6.4% 11,024 $1.4M
Level Four Advisory Services, LLC 0.05% Add +48.0% 10,964 $1.4M
Bokf, NA 0.02% Reduce -38.6% 10,926 $1.4M
Banque Cantonale Vaudoise 0.05% Add +6.4% 10,907 $1.4M
Bridgefront Capital, LLC 0.41% Add +168.8% 10,888 $1.4M
Lederer & Associates Investment Counsel 0.91% Add +14.1% 10,848 $1.4M
Delphi Management Inc. 1.30% Add +30.6% 10,843 $1.4M
AdvisorNet Financial, Inc 0.08% Add +1.6% 10,790 $1.4M
Nemes Rush Group LLC 0.14% Reduce -19.1% 10,737 $1.4M
Panagora Asset Management Inc. 0.01% Reduce -83.2% 10,683 $1.4M
Park Avenue Securities LLC 0.01% Reduce -42.2% 10,672 $1.4M
Point72 Asia (Singapore) Pte. Ltd. 0.21% Reduce -58.2% 10,657 $1.4M
Fox Run Management, L.L.C. 0.21% Reduce -3.5% 10,559 $1.4M
Vise Technologies, Inc. 0.05% Reduce -21.6% 10,548 $1.4M
Main Street Financial Solutions, LLC 0.09% Add +0.2% 10,465 $1.3M
UMB Bank, n.a. 0.02% Add +9.4% 10,418 $1.3M
IFP Advisors, Inc 0.03% Reduce -3.8% 10,409 $1.3M
MUFG Securities EMEA plc 0.03% Add +535.2% 10,405 $1.3M
Boomfish Wealth Group, LLC 0.72% Add +764.4% 10,381 $1.3M
Embree Financial Group 0.18% Add +1.1% 10,244 $1.3M
Banco Santander, S.A. 0.01% Reduce -5.3% 10,237 $1.3M
Cresset Asset Management, LLC 0.01% Add +2.7% 9,884 $1.3M
Moody National Bank Trust Division 0.11% Add +7.9% 9,815 $1.3M
Composition Wealth, LLC 0.02% Add +1.4% 9,741 $1.3M
Inlet Private Wealth, LLC 0.28% New 9,724 $1.3M
Anb Bank 0.51% No change 9,685 $1.2M
HighPoint Advisor Group LLC 0.06% Reduce -14.1% 9,650 $1.2M
Fiduciary Family Office, LLC 0.35% Reduce -12.9% 9,620 $1.2M
Mission Wealth Management, LP 0.03% Reduce -52.7% 9,619 $1.2M
Abc Arbitrage SA 0.12% New 9,575 $1.2M
LGT Fund Management Co Ltd. 0.10% Add +93.7% 9,770 $1.2M
Burke & Herbert Bank & Trust Co. 0.26% Reduce -2.0% 9,455 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -0.2% 9,445 $1.2M
Smartleaf Asset Management LLC 0.08% Add +21.0% 9,307 $1.2M
Cardinal Point Capital Management ULC 0.08% Add +9.3% 9,407 $1.2M
Aviso Financial Inc. 0.05% Reduce -38.3% 9,394 $1.2M
Duncker Streett & Co. Inc. 0.21% Reduce -10.5% 9,390 $1.2M
Lester Murray Antman dba SimplyRich 0.33% Reduce -0.6% 9,358 $1.2M
Smithfield Trust Co 0.05% Reduce -4.6% 9,322 $1.2M
Montecito Bank & Trust 0.18% — 9,201 $1.2M
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +10.0% 9,153 $1.2M
DRW Securities, LLC 0.06% Add +1.1% 9,052 $1.2M
Tema ETFs LLC 0.10% New 9,026 $1.2M
Freestone Capital Holdings, LLC 0.04% Reduce -0.3% 8,901 $1.1M
Moneta Group Investment Advisors LLC 0.01% Add +2.2% 8,892 $1.1M
Brookstone Capital Management 0.01% Reduce -6.6% 8,883 $1.1M
Qtron Investments LLC 0.14% Reduce -7.3% 8,879 $1.1M
Portfolio Design Labs, LLC 0.20% Add +225.6% 8,865 $1.1M
VestGen Advisors, LLC 0.04% Reduce -9.3% 8,849 $1.1M
Callahan Advisors, LLC 0.10% Reduce -0.9% 8,829 $1.1M
Brown Brothers Harriman & Co. 0.01% Reduce -5.3% 8,793 $1.1M
Ballentine Partners, LLC 0.02% Reduce -19.2% 8,746 $1.1M
Convergence Financial, LLC 0.17% Add +1.2% 8,685 $1.1M
Key Financial Inc 0.21% No change 8,834 $1.1M
Wayfinding Financial, LLC 0.48% Reduce -0.1% 8,574 $1.1M
Dean Investment Associates, LLC 0.15% Add +22.6% 8,556 $1.1M
Federated Hermes, Inc. 0.00% Reduce -69.2% 8,552 $1.1M
Integral Investment Advisors, Inc. 0.30% Add +1.7% 8,547 $1.1M
Allianz SE 0.02% New 8,454 $1.1M
Ritholtz Wealth Management 0.02% Add +9.3% 8,454 $1.1M
Darwin Wealth Management, LLC 0.35% Add +4.3% 8,449 $1.1M
Granite Investment Partners, LLC 0.06% No change 8,440 $1.1M
Legacy Advisors, LLC 0.13% — 8,403 $1.1M
Burney Co./ 0.03% Reduce -18.8% 8,402 $1.1M
Farringdon Capital, Ltd. 0.27% Add +107.8% 8,375 $1.1M
Abacus Planning Group, Inc. 0.15% Reduce -0.7% 8,359 $1.1M
Syon Capital LLC 0.06% Add +37.8% 8,323 $1.1M
Smith, Moore & Co. 0.08% Add +23.2% 8,308 $1.1M
First Interstate Bank 0.06% Reduce -1.6% 8,304 $1.1M
Transcend Capital Advisors, LLC 0.08% Add +20.8% 8,255 $1.1M
Benchmark Investment Advisors LLC 0.62% — 8,254 $1.1M
JGP Wealth Management, LLC 0.12% Add +3.8% 8,462 $1.1M
Stephens Inc. 0.01% Reduce -61.3% 8,245 $1.1M
Tectonic Advisors LLC 0.06% Add +27.4% 8,190 $1.1M
Pacific Point Advisors, LLC 0.62% Add +14.5% 8,188 $1.1M
Addison Advisors LLC 0.24% Reduce -0.1% 8,184 $1.1M
Fifth Third Wealth Advisors LLC 0.04% Reduce -6.4% 8,184 $1.1M
Pflug Koory, LLC 0.49% No change 8,092 $1.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -0.2% 8,091 $1.0M
Cooper Financial Group 0.12% Reduce -1.4% 8,076 $1.0M
Voleon Capital Management LP 0.03% Reduce -4.9% 8,050 $1.0M
Bowman & Co S.C. 0.44% Reduce -6.7% 8,035 $1.0M
Ifrah Financial Services, Inc. 0.27% Reduce -0.8% 8,028 $1.0M
Y.D. More Investments Ltd 0.06% Reduce -2.1% 7,989 $1.0M
Boston Partners 0.00% Reduce -25.4% 7,955 $1.0M
TD Waterhouse Canada Inc. 0.01% Reduce -64.4% 8,123 $1.0M
Landaas & Co. /Wi 0.23% No change 7,922 $1.0M
Mystic Asset Management, Inc. 0.23% Add +6.5% 7,905 $1.0M
Polymer Capital Management (US) LLC 0.14% New 7,903 $1.0M
Institute for Wealth Management, LLC. 0.10% Reduce -3.1% 7,795 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% Add +14.2% 7,792 $1.0M
Beacon Bridge Wealth Partners, LLC 0.36% Add +0.3% 7,776 $1.0M
Profund Advisors LLC 0.03% Reduce -0.4% 7,762 $1.0M
Simplex Trading, LLC 0.02% Reduce -57.4% 7,759 $1.0M
First Nebraska Trust Co 0.09% No change 7,735 $997K
NorthRock Partners, LLC 0.02% Add +20.9% 7,721 $995K
111 Capital 0.19% Reduce -56.3% 7,700 $993K
Intelligence Driven Advisers, LLC 0.14% No change 7,676 $990K
Magnetar Financial LLC 0.01% Reduce -75.2% 7,668 $989K
Forum Financial Management, LP 0.01% Add +45.3% 7,664 $988K
Allworth Financial LP 0.00% Reduce -11.0% 7,648 $986K
Eukles Asset Management 0.38% Add +2.0% 7,623 $983K
Zions Bancorporation, National Association 0.05% Add +521.5% 7,620 $982K
StoneX Group Inc. 0.04% Reduce -5.8% 7,553 $974K
Sky Investment Group LLC 0.17% Add +11.9% 7,551 $974K
Radnor Capital Management, LLC 0.15% No change 7,524 $970K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -4.8% 7,519 $969K
Haverford Trust Co 0.01% Reduce -11.3% 7,511 $968K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.3% 7,506 $968K
Mediolanum International Funds Ltd 0.01% Reduce -95.4% 7,407 $966K
Lord, Abbett & Co. LLC 0.00% Reduce -96.5% 7,443 $960K
CENTRAL TRUST Co 0.02% Reduce -23.7% 7,441 $959K
Mill Creek Capital Advisors, LLC 0.02% Add +0.2% 7,420 $957K
Catalyst Funds Management Pty Ltd 0.14% Reduce -25.3% 7,400 $954K
Prospera Financial Services Inc 0.02% Reduce -31.1% 7,313 $943K
Freemont Management S.A. 0.73% Reduce -72.0% 7,300 $941K
Spinnaker Trust 0.05% No change 7,296 $941K
Nicolet Advisory Services, LLC 0.07% Add +2.2% 7,396 $937K
Private Capital Advisors, Inc. 0.10% Reduce -40.8% 7,250 $935K
Ridgepath Capital Management LLC 0.40% No change 7,233 $933K
B. Riley Wealth Advisors, Inc. 0.04% Add +6.2% 7,230 $932K
Lebenthal Global Advisors, LLC 0.16% Add +1.4% 7,226 $932K
Great Diamond Partners, LLC 0.18% Add +2.9% 7,222 $931K
Westpac Banking Corp. 0.06% Reduce -33.4% 7,203 $929K
NBT Bank, N.A. 0.06% Reduce -10.7% 7,202 $929K
Wesbanco Bank Inc. 0.03% Reduce -0.0% 7,178 $925K
Elevation Point Wealth Partners, LLC 0.06% Add +56.9% 7,165 $924K
Purkiss Capital Advisors LLC 0.44% No change 7,115 $917K
Wedbush Securities Inc. 0.03% Reduce -18.8% 7,104 $916K
Lipe & Dalton 0.45% New 7,015 $904K
Register Financial Advisors LLC 0.35% New 7,000 $903K
CWA Asset Management Group, LLC 0.03% Reduce -8.3% 6,983 $900K
United Community Bank 0.28% Add +10.8% 6,980 $900K
Evergreen Capital Management LLC 0.02% Add +25.5% 6,976 $899K
Kingsview Wealth Management, LLC 0.01% Add +8.4% 6,972 $899K
Legacy Financial Advisors, Inc. 0.12% Add +32.9% 6,943 $895K
Moloney Securities Asset Management, LLC 0.11% Reduce -1.6% 6,933 $894K
AAFMAA Wealth Management & Trust LLC 0.35% Add +6.7% 6,920 $892K
Empower Advisory Group, LLC 0.00% Add +2.0% 6,907 $891K
Court Place Advisors, LLC 0.27% No change 6,900 $890K
Trust Co. of Vermont 0.04% Add +1.3% 6,897 $889K
Thoroughbred Financial Services, LLC 0.05% Reduce -14.2% 6,894 $888K
J.W. Cole Advisors, Inc. 0.02% Reduce -3.0% 6,869 $886K
Waverly Advisors, LLC 0.01% Reduce -5.8% 6,869 $886K
SkyView Investment Advisors, LLC 0.11% Add +0.8% 6,854 $884K
Legend Financial Advisors, Inc. 0.54% Reduce -5.0% 6,844 $882K
Legacy Trust 0.17% Reduce -0.6% 6,833 $881K
CreativeOne Wealth, LLC 0.02% Reduce -20.6% 6,818 $879K
Boothbay Fund Management, LLC 0.02% Reduce -74.8% 6,803 $877K
Unique Wealth Strategies, LLC 0.34% Reduce -31.8% 6,795 $876K
Old National Bancorp 0.01% Add +160.0% 6,778 $874K
Kestra Private Wealth Services, LLC 0.01% Reduce -15.2% 6,746 $870K
Pitcairn Co. 0.07% Reduce -19.1% 6,738 $869K
Optas, LLC 0.15% Add +98.8% 6,732 $868K
Hudson Bay Capital Management LP 0.01% Reduce -56.4% 6,721 $867K
Voya Financial Advisors, Inc. 0.08% Reduce -5.7% 6,642 $866K
Anchor Capital Advisors LLC 0.03% Reduce -1.6% 6,719 $866K
R Squared Ltd 0.37% Add +129.1% 6,708 $865K
HBK Sorce Advisory LLC 0.02% Add +4.8% 7,136 $864K
Gould Capital, LLC 0.53% Add +7.9% 6,671 $860K
Meritage Portfolio Management 0.06% No change 6,650 $857K
Circle Wealth Management, LLC 0.02% New 6,645 $857K
Keeler Thomas Management LLC 0.39% Add +1.1% 6,626 $854K
Hengehold Capital Management LLC 0.07% Reduce -1.2% 6,618 $853K
1ST Source Bank 0.04% Add +9.4% 6,614 $853K
Centurion Wealth Management LLC 0.19% Add +0.5% 6,594 $850K
Trust Asset Management LLC 0.06% No change 6,571 $847K
GeoWealth Management, LLC 0.03% Add +76.0% 6,536 $843K
Regal Investment Advisors LLC 0.05% Add +15.5% 6,521 $841K
Hillsdale Investment Management Inc. 0.03% New 6,520 $841K
Yarbrough Capital, LLC 0.03% No change 6,499 $838K
Boston Trust Walden Corp 0.01% Add +1.7% 6,446 $831K
MASTERINVEST Kapitalanlage GmbH 0.08% Reduce -46.0% 6,428 $829K
Alps Advisors Inc. 0.00% Reduce -26.8% 6,390 $824K
Whittier Trust Co. 0.01% Reduce -2.7% 6,435 $821K
Jefferies Financial Group Inc. 0.01% Reduce -51.7% 6,303 $813K
Allred Capital Management, LLC 0.28% Add +13.0% 6,269 $808K
Scratch Capital LLC 0.53% New 6,250 $806K
Prentiss Smith & Co. Inc. 0.45% Reduce -0.5% 6,242 $805K
BankPlus Trust Department 0.21% No change 6,220 $802K
Manchester Capital Management LLC 0.11% Reduce -23.1% 6,205 $800K
CoreFirst Bank & Trust 0.43% Reduce -3.1% 6,200 $799K
First Horizon Corp. 0.04% — 6,182 $797K
Florida Trust Wealth Management Co 0.02% Reduce -0.7% 6,167 $795K
SlateStone Wealth, LLC 0.07% New 6,151 $793K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -54.3% 6,104 $787K
Groupama Asset Managment 0.01% Reduce -62.9% 6,094 $786K
Murphy Pohlad Asset Management LLC 0.31% New 6,048 $780K
Arcataur Capital Management LLC 0.23% Reduce -0.1% 6,032 $778K
Settian Capital LP 0.53% No change 6,000 $774K
Deltec Asset Management LLC 0.13% No change 6,000 $774K
Soltis Investment Advisors LLC 0.05% Reduce -1.4% 5,966 $769K
Zacks Investment Management 0.01% Reduce -95.2% 5,959 $768K
Dynamic Advisor Solutions LLC 0.02% Add +4.4% 5,955 $768K
Axq Capital, LP 0.29% Add +53.3% 5,841 $753K
AIA Group Ltd 0.01% New 5,825 $751K
Boston Common Asset Management, LLC 0.02% No change 5,804 $748K
Hazlett, Burt & Watson, Inc. 0.26% Add +54.2% 5,763 $744K
Sigma Planning Corp 0.02% Reduce -39.8% 5,759 $742K
Red Door Wealth Management, LLC 0.08% Add +84.7% 5,746 $741K
Commerzbank Aktiengesellschaft 0.02% Add +11.3% 5,729 $739K
GC Wealth Management RIA, LLC 0.02% Add +174.4% 5,713 $737K
Spire Wealth Management 0.02% Reduce -75.2% 5,684 $733K
Shepherd Financial Partners LLC 0.07% No change 5,652 $729K
Investment Research Partners LLC 0.33% — 10,295 $727K
Bridgeway Capital Management, LLC 0.02% No change 5,590 $721K
Frank, Rimerman Advisors LLC 0.05% Reduce -6.4% 5,573 $719K
Wedmont Private Capital 0.03% Reduce -12.6% 5,635 $714K
Krilogy Financial LLC 0.03% New 11,038 $706K
Sompo Asset Management Co., Ltd. 0.12% No change 5,470 $705K
Stonebrook Private Inc. 0.15% Reduce -8.6% 5,447 $702K
Crumly & Associates Inc. 0.15% Add +13.7% 5,441 $702K
Modera Wealth Management, LLC 0.01% Add +0.3% 5,417 $698K
Baker Avenue Asset Management, LP 0.02% Add +5.6% 5,415 $698K
Parsons Capital Management Inc. 0.04% Reduce -0.5% 5,410 $698K
US Asset Management LLC 0.57% No change 5,406 $697K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.28% No change 5,400 $696K
CHICAGO TRUST Co NA 0.10% Reduce -9.6% 5,390 $695K
HF Advisory Group, LLC 0.25% Add +41.8% 5,381 $694K
Invested Advisors 1.00% — 3,346 $687K
Cigna Investments Inc. 0.10% Reduce -1.8% 5,323 $686K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -17.9% 5,318 $686K
Chilton Investment Co. Inc. 0.01% Reduce -43.4% 5,270 $679K
PFG Advisors 0.03% Reduce -36.2% 5,266 $679K
LVM Capital Management Ltd. 0.07% No change 5,250 $677K
Nexpoint Asset Management, L.P. 0.06% New 5,250 $677K
Veracity Capital LLC 0.22% Reduce -27.6% 5,248 $677K
WASHINGTON TRUST Co 0.02% Add +3.5% 5,172 $667K
Drive Wealth Management, LLC 0.14% Reduce -2.7% 5,168 $666K
Vista Capital Partners, Inc. 0.07% Add +28.1% 5,157 $665K
Gator Capital Management, LLC 0.17% New 5,155 $665K
Clark Asset Management, LLC 0.08% No change 5,130 $661K
Nicolet Bankshares Inc. 0.11% No change 5,076 $654K
Aspire Growth Partners LLC 0.47% Reduce -2.3% 5,035 $649K
Steamboat Capital Partners, LLC 0.17% Reduce -89.8% 5,000 $645K
Baron Capital (BAMCO) 0.00% No change 5,000 $645K
Exchange Traded Concepts, LLC 0.01% Add +326.8% 4,968 $641K
Capital Investment Advisors, LLC 0.01% Reduce -2.2% 4,963 $640K
Ameritas Investment Partners, Inc. 0.02% Reduce -5.3% 4,955 $639K
Magnolia Capital Advisors LLC 0.17% Add +11.5% 4,950 $638K
SCS Capital Management LLC 0.01% Reduce -45.2% 4,949 $638K
GM Advisory Group, LLC 0.03% Reduce -0.7% 4,944 $637K
Certified Advisory Corp 0.06% Reduce -5.4% 4,931 $636K
GPS Wealth Strategies Group, LLC 0.07% Add +1.2% 4,895 $631K
Beacon Financial Group 0.06% Reduce -2.5% 4,893 $631K
Neumann Capital Management, LLC 0.18% No change 4,890 $630K
Roberts Glore & Co. Inc. 0.17% Add +8.3% 4,878 $629K
ProVise Management Group, LLC 0.05% Reduce -91.7% 4,874 $628K
Lecap Asset Management Ltd. 0.22% Reduce -29.2% 4,868 $628K
Valeo Financial Advisors, LLC 0.01% Reduce -19.4% 4,828 $623K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -92.3% 4,828 $622K
VeraBank, N.A. 0.12% No change 4,795 $618K
Principle Wealth Partners LLC 0.04% No change 4,792 $618K
Summit Financial, LLC 0.01% New 4,759 $614K
Sandy Cove Advisors, LLC 0.20% Reduce -2.0% 4,750 $612K
One Wealth Advisors, LLC 0.08% Reduce -0.4% 4,709 $607K
Promethium Advisors,llc 0.34% Reduce -14.7% 4,650 $600K
Westbourne Investment Advisors, Inc. 0.17% No change 4,634 $597K
Townsend Asset Management Corp. /NC/ 0.21% Reduce -7.6% 4,623 $596K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -5.4% 4,597 $593K
Aaron Wealth Advisors LLC 0.04% Add +67.9% 4,592 $592K
Journey Advisory Group, LLC 0.04% No change 4,576 $590K
Burling Wealth Partners, LLC 0.10% Reduce -22.6% 4,569 $589K
Howard Capital Management, LLC 0.01% Add +7.4% 4,564 $588K
Edgestream Partners, L.P. 0.02% Reduce -88.3% 4,562 $588K
Stratos Wealth Partners, LTD. 0.01% Reduce -71.2% 4,544 $586K
Tred Avon Family Wealth, LLC 0.20% — 4,542 $586K
Simmons Bank 0.04% Reduce -6.1% 4,536 $585K
IFC Advisors LLC 0.11% Reduce -1.7% 4,536 $585K
Cape Investment Advisory, Inc. 0.57% Reduce -19.9% 4,498 $580K
Forbes J M & Co. LLP 0.05% No change 4,483 $578K
Ellevest, Inc. 0.08% Reduce -3.0% 4,478 $577K
Employees Retirement System of Texas 0.01% No change 4,451 $574K
Okabena Investment Services Inc. 0.11% Add +0.1% 4,451 $574K
Advisors Capital Management, LLC 0.01% Reduce -16.9% 4,446 $573K
Caldwell Trust Co 0.05% No change 4,445 $573K
Flagship Harbor Advisors, LLC 0.02% Add +52.3% 4,418 $570K
St Germain D J Co. Inc. 0.02% Add +5.9% 4,406 $568K
Ipsen Advisor Group LLC 0.41% No change 4,402 $568K
Nwam LLC 0.03% Add +1.2% 4,511 $566K
Centaurus Financial, Inc. 0.03% Add +40.9% 4,377 $564K
Beaumont Financial Advisors, LLC 0.04% Add +44.7% 4,374 $564K
Alpha Cubed Investments, LLC 0.02% Reduce -96.6% 4,359 $562K
Abacus Wealth Partners, LLC 0.08% Reduce -5.5% 4,354 $561K
Demars Financial Group, LLC 0.19% New 4,350 $561K
Plan A Wealth LLC 0.28% Add +9.6% 4,338 $559K
Cornercap Investment Counsel Inc. 0.28% Reduce -1.6% 4,331 $558K
Inscription Capital, LLC 0.06% Add +137.6% 4,327 $558K
Stonebridge Capital Advisors LLC 0.04% No change 4,318 $557K
Optimum Investment Advisors 0.22% Reduce -7.5% 4,290 $553K
Ellis Investment Partners, LLC 0.10% Reduce -4.9% 4,288 $553K
Phoenix Financial Ltd. 0.01% New 4,286 $553K
First National Bank & Trust Co. of Newtown 0.10% No change 4,280 $552K
Clear Harbor Asset Management, LLC 0.04% Reduce -1.6% 4,280 $552K
Connecticut Wealth Management, LLC 0.02% Add +66.6% 4,279 $552K
LMR Partners LLP 0.01% No change 4,265 $550K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -44.3% 4,242 $547K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +97.3% 4,237 $546K
von Borstel & Associates, Inc. 0.08% New 8,570 $546K
Crux Wealth Advisors 0.22% Reduce -0.2% 4,219 $544K
Vista Investment Management 0.19% Add +53.6% 4,209 $543K
Beacon Pointe Advisors, LLC 0.00% Reduce -13.0% 4,191 $540K
Central Bank & Trust Co. 0.08% Add +0.5% 4,170 $538K
Intellectus Partners, LLC 0.10% No change 4,156 $536K
Prasad Wealth Partners, LLC 0.15% No change 4,149 $535K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.28% No change 4,100 $529K
Perkins Coie Trust Co 0.10% Reduce -31.6% 4,100 $529K
Wallace Advisory Group, LLC 0.42% Add +24.0% 3,066 $529K
Net Worth Advisory Group 0.15% Reduce -3.1% 4,068 $524K
Koshinski Asset Management, Inc. 0.04% Reduce -48.7% 4,067 $524K
17 Capital Partners, LLC 0.28% Reduce -43.4% 4,059 $523K
Resonant Capital Advisors, LLC 0.03% Add +28.6% 4,055 $523K
Parkside Financial Bank & Trust 0.04% Reduce -4.0% 4,033 $520K
Leavell Investment Management, Inc. 0.02% Add +29.9% 4,032 $520K
Chesapeake Wealth Management 0.16% Reduce -0.6% 4,030 $520K
RBF Capital, LLC 0.02% No change 4,000 $516K
KFG Wealth Management, LLC 0.07% Add +6.3% 3,976 $513K
Venture Visionary Partners LLC 0.02% Add +0.6% 3,973 $512K
Great Lakes Advisors, LLC 0.00% Reduce -27.4% 3,961 $511K
Perigon Wealth Management, LLC 0.01% Add +52.1% 3,934 $507K
Everhart Financial Group, Inc. 0.05% Reduce -21.4% 3,897 $502K
Quadcap Wealth Management, LLC 0.06% Reduce -0.2% 3,893 $502K
Eubel Brady & Suttman Asset Management Inc. 0.06% New 3,888 $501K
Madrona Financial Services, LLC 0.11% Reduce -0.8% 3,860 $498K
Hilltop Holdings Inc. 0.03% Reduce -9.2% 3,845 $496K
Rehmann Capital Advisory Group 0.03% Reduce -10.8% 3,892 $495K
Legacy Wealth Asset Management, LLC 0.12% Add +1.0% 3,816 $492K
Citizens National Bank Trust Department 0.09% No change 3,815 $492K
Alpha Family Trust 0.23% No change 3,805 $491K
EverSource Wealth Advisors, LLC 0.02% Add +0.8% 3,766 $485K
Outlook Wealth Advisors, LLC 0.12% Reduce -2.6% 3,762 $485K
Boit C F David 0.22% Add +15.4% 3,750 $483K
Calydon Capital 0.08% Reduce -1.1% 3,692 $476K
Hutchinson Financial Advisors, INC 0.47% No change 3,690 $476K
Evoke Wealth, LLC 0.01% Reduce -63.9% 3,690 $476K
Chicago Partners Investment Group LLC 0.01% Add +88.0% 3,769 $476K
Rothschild Investment LLC 0.03% Add +147.5% 3,678 $474K
Conning Inc. 0.02% No change 3,668 $473K
Roehl & Yi Investment Advisors, LLC 0.20% Reduce -8.7% 3,656 $471K
KMG Fiduciary Partners, LLC 0.03% No change 3,653 $471K
Shelton Capital Management 0.01% Reduce -2.8% 3,644 $470K
Fidelis Capital Partners, LLC 0.04% Reduce -2.3% 3,625 $467K
Calamos Wealth Management LLC 0.02% Add +73.1% 3,622 $467K
Moneco Advisors, LLC 0.04% Reduce -10.5% 3,615 $466K
Exencial Wealth Advisors, LLC 0.02% Add +17.1% 3,603 $465K
Aspire Private Capital, LLC 0.10% Reduce -15.0% 3,574 $461K
Twin City Private Wealth, LLC 0.36% Add +5.0% 3,562 $459K
Avestar Capital, LLC 0.03% Reduce -26.6% 3,555 $458K
Citadel Investment Advisory, Inc. 0.21% No change 3,550 $458K
Secure Asset Management, LLC 0.07% Add +33.3% 3,597 $454K
Perpetual Ltd 0.01% New 3,517 $453K
Clear Creek Financial Management, LLC 0.04% Reduce -30.1% 3,513 $453K
Guardian Capital LP 0.01% Reduce -6.6% 3,486 $449K
Heritage Wealth Advisors 0.02% Reduce -1.4% 3,459 $446K
Compound Planning, Inc. 0.01% Add +6.4% 3,458 $446K
MMBG Investment Advisors Co. 0.04% No change 3,450 $445K
Retirement Planning Co of New England, Inc. 0.18% Add +0.9% 3,440 $444K
May Hill Capital, LLC 0.13% Add +0.0% 3,438 $443K
FourThought Financial Partners, LLC 0.04% New 3,415 $440K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -19.9% 3,411 $440K
Archer Investment Corp 0.10% Add +69.6% 3,412 $440K
Checchi Capital Advisers, LLC 0.03% Reduce -15.9% 3,404 $439K
Optimize Financial Inc. 0.22% Add +101.0% 3,343 $431K
Essex Financial Services, Inc. 0.03% Add +12.9% 3,341 $431K
Personal Cfo Solutions, LLC 0.08% Add +173.1% 3,324 $429K
Michels Family Financial, LLC 0.33% Add +3.3% 3,322 $428K
BSW Wealth Partners 0.05% Reduce -6.0% 3,309 $427K
Miramar Capital, LLC 0.09% No change 3,300 $425K
LVZ, Inc. 0.05% No change 3,280 $423K
MIdWestOne Financial Group, Inc. 0.05% New 3,257 $420K
Holderness Investments Co. 0.09% Reduce -2.1% 3,251 $419K
Tritonpoint Wealth, LLC 0.04% Reduce -13.1% 3,249 $419K
Matisse Capital 0.19% No change 3,248 $419K
Blue Trust, Inc. 0.00% Reduce -13.1% 3,225 $416K
Clearstead Trust, LLC 0.07% Add +2.3% 3,220 $415K
Davis R M Inc. 0.01% Reduce -5.2% 3,216 $415K
Cornerstone Select Advisors, LLC 0.30% Add +10.1% 3,214 $414K
Savvy Advisors, Inc. 0.02% Reduce -21.6% 3,211 $414K
Yelin Lapidot Holdings Management Ltd. 0.09% New 3,200 $413K
Paragon Capital Management Ltd 0.08% No change 3,200 $413K
Advisory Alpha, LLC 0.01% Add +31.5% 3,276 $412K
TCV Trust & Wealth Management, Inc. 0.03% Reduce -5.7% 3,195 $412K
Grandfield & Dodd, LLC 0.02% Reduce -7.4% 3,190 $411K
Pointe Capital Management LLC 0.20% No change 3,187 $411K
AlphaCore Capital LLC 0.01% Add +17.6% 3,185 $411K
Argonautica Private Wealth Management, Inc. 0.12% Reduce -45.7% 3,170 $409K
BTC Capital Management, Inc. 0.03% Reduce -91.9% 3,167 $408K
Catalyst Financial Partners LLC 0.05% Reduce -3.6% 3,165 $408K
AE Wealth Management LLC 0.00% Reduce -24.2% 3,152 $406K
Intrua Financial, LLC 0.05% Add +129.0% 3,151 $406K
Sunpointe, LLC 0.15% Add +13.1% 3,143 $405K
Kenora Financial, LLC 0.14% Add +6.3% 3,120 $402K
Chickasaw Capital Management LLC 0.02% Add +120.2% 3,114 $401K
Cascade Investment Group, Inc. 0.27% Reduce -10.1% 3,106 $400K
Confluence Wealth Services, Inc. 0.02% Reduce -25.3% 3,106 $400K
SkyOak Wealth, LLC 0.08% No change 3,097 $399K
Riverbridge Partners LLC 0.01% No change 3,080 $397K
Sowell Financial Services LLC 0.02% Reduce -13.7% 3,054 $394K
Epiq Partners, LLC 0.19% Reduce -0.5% 3,008 $388K
Journey Strategic Wealth LLC 0.01% Add +75.0% 3,006 $388K
Legacy Wealth Management, LLC / MS 0.12% No change 3,000 $387K
PDS Planning, Inc 0.03% Reduce -7.8% 2,998 $387K
PFG Investments, LLC 0.02% Reduce -1.5% 2,990 $386K
Long Run Wealth Advisors, LLC 0.08% Reduce -9.9% 2,989 $385K
Alta Advisers Ltd 0.12% No change 2,973 $383K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -33.1% 2,958 $381K
Trueblood Wealth Management, LLC 0.15% No change 2,930 $378K
Naples Global Advisors, LLC 0.03% Reduce -8.9% 2,929 $378K
Bank of Stockton 0.11% Reduce -1.4% 2,905 $375K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Reduce -0.1% 2,905 $375K
Turtle Creek Wealth Advisors, LLC 0.03% New 2,905 $375K
CRA Financial Services, LLC 0.05% Add +1.3% 2,894 $373K
Foundations Investment Advisors, LLC 0.01% Reduce -4.3% 2,893 $373K
GLOBALT Investments LLC / GA 0.01% Reduce -66.6% 2,867 $370K
Flagship Wealth Advisors, LLC 0.12% No change 2,855 $368K
Larson Financial Group LLC 0.01% Add +61.7% 2,854 $368K
RIA Advisory Group LLC 0.09% Reduce -36.6% 2,841 $366K
Tributary Capital Management, LLC 0.03% Reduce -1.4% 2,840 $366K
Fisher Asset Management 0.00% Add +35.9% 2,835 $366K
Quotient Wealth Partners, LLC 0.01% Reduce -11.2% 2,814 $363K
Maia Wealth LLC 0.06% Reduce -17.4% 5,682 $362K
First Manhattan Co. Llc. 0.00% Reduce -11.1% 2,810 $362K
Beacon Financial Advisory LLC 0.08% Add +2.0% 2,809 $362K
Whittier Trust Co. of Nevada Inc. 0.01% Add +2.9% 2,833 $361K
International Assets Investment Management, LLC 0.03% No change 2,083 $360K
Finward Bancorp 0.27% No change 2,758 $356K
Rossby Financial, LCC 0.12% Add +8.2% 2,816 $355K
Ironsides Asset Advisors, LLC 0.09% Add +1.5% 2,749 $354K
Angeles Wealth Management, LLC 0.02% Reduce -17.8% 2,746 $354K
Versor Investments LP 0.06% Add +48.3% 2,731 $352K
Strategic Wealth Partners, Ltd. 0.03% Reduce -18.5% 2,717 $350K
Accredited Investors Inc. 0.02% Reduce -27.6% 2,708 $349K
Operose Advisors LLC 0.09% Add +195.1% 2,706 $349K
Rwa Wealth Partners, LLC 0.00% Reduce -1.8% 2,682 $346K
Teza Capital Management LLC 1.85% Add +3.5% 2,661 $343K
a16z Perennial Management, L.P. 0.03% New 2,650 $342K
State of Wyoming 0.04% Add +20.8% 2,648 $341K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -5.8% 2,648 $341K
Silver Oak Securities, Incorporated 0.03% Reduce -10.9% 2,640 $340K
Sage Mountain Advisors LLC 0.02% Reduce -0.5% 2,636 $340K
Bigelow Investment Advisors, LLC 0.14% Add +21.1% 2,627 $339K
Los Angeles Capital Management LLC 0.00% Reduce -80.0% 2,626 $339K
Foster & Motley Inc. 0.02% Add +2.1% 2,625 $338K
Cornerstone Wealth Group, LLC 0.02% Reduce -0.5% 2,621 $338K
Schmidt P J Investment Management Inc. 0.06% Reduce -8.7% 2,615 $337K
Blalock Williams, LLC 0.29% Add +3.3% 2,611 $337K
CVA Family Office, LLC 0.04% Reduce -1.4% 2,604 $336K
Schnieders Capital Management, Llc. 0.05% — 2,590 $334K
Tiemann Investment Advisors, LLC 0.13% Reduce -2.8% 2,580 $333K
JFS Wealth Advisors, LLC 0.02% Add +22.9% 2,572 $332K
Northwest Bancshares, Inc. 0.05% Reduce -1.6% 2,541 $328K
West Family Investments, Inc. 0.07% Reduce -22.4% 2,540 $327K
L2 Asset Management, LLC 0.05% Add +2.5% 2,537 $327K
Eisler Capital Management Ltd. 0.01% Add +1693.6% 2,511 $327K
Caerus Investment Advisors, LLC 0.13% New 2,534 $327K
Childress Capital Advisors, LLC 0.06% Add +6.9% 2,532 $326K
WBH Advisory Inc. 0.02% No change 2,520 $325K
Santori & Peters, Inc. 0.12% No change 2,514 $324K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -30.0% 2,501 $322K
Somerset Group LLC 0.26% Reduce -7.0% 2,500 $322K
Ridgewood Investments LLC 0.14% Add +12069.6% 2,799 $321K
Arete Wealth Advisors, LLC 0.02% Reduce -52.1% 2,489 $321K
Kintra Wealth, LLC 0.18% Reduce -23.7% 2,480 $320K
Power Wealth Management LLC 0.12% Add +8.2% 2,474 $319K
Janney Capital Management LLC 0.02% No change 2,440 $315K
First Bank & Trust 0.05% Reduce -3.9% 2,443 $315K
Pallas Capital Advisors LLC 0.01% New 2,441 $315K
Sivia Capital Partners, LLC 0.09% Add +43.4% 2,432 $314K
Cadinha & Co. LLC 0.04% Reduce -0.4% 2,430 $313K
SBI Securities Co., Ltd. 0.01% Add +113.1% 2,427 $313K
CM Wealth Advisors LLC 0.08% No change 2,410 $311K
Corundum Group, Inc. 0.13% No change 2,400 $309K
Meyer Handelman Co. 0.01% No change 2,400 $309K
Meadowbrook Wealth Management, LLC 0.32% — 2,377 $306K
Mark Sheptoff Financial Planning, LLC 0.15% Reduce -0.4% 2,376 $306K
Cary Street Partners Investment Advisory LLC 0.13% Add +2.4% 2,370 $306K
Malaga Cove Capital, LLC 0.11% New 2,363 $305K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 2,355 $304K
Vista Investment Partners LLC 0.08% New 2,340 $302K
Earned Wealth Advisors, LLC 0.05% New 2,337 $301K
Focus Partners Advisor Solutions, LLC 0.00% New 2,771 $300K
Center for Financial Planning, Inc. 0.03% No change 2,315 $298K
Cypress Wealth Services, LLC 0.05% Reduce -2.2% 2,304 $297K
WoodTrust Financial Corp 0.04% No change 2,307 $297K
Mitchell Sinkler & Starr 0.13% Add +27.7% 2,297 $296K
GenTrust, LLC 0.01% New 2,294 $296K
Daymark Wealth Partners, LLC 0.01% Reduce -14.5% 2,286 $295K
Regent Peak Wealth Advisors LLC 0.06% — 2,280 $294K
Jackson Thornton Wealth Management, LLC 0.03% New 2,316 $293K
Pure Financial Advisors, LLC 0.00% Add +20.5% 2,269 $293K
Thomasville National Bank 0.02% New 2,259 $291K
Peoples Bank 0.18% Reduce -11.1% 2,250 $290K
Western Wealth Management, LLC 0.02% Reduce -2.7% 2,242 $289K
Fairfield, Bush & Co. 0.15% New 2,238 $289K
Guardian Wealth Advisors, LLC / NC 0.02% Add +23.2% 2,231 $288K
WealthBridge Capital Management, LLC 0.07% No change 2,229 $287K
NewEdge Wealth, LLC 0.00% Add +103.5% 4,488 $287K
GTS Securities LLC 0.01% Add +38.1% 2,219 $286K
Chiron Capital Management, LLC 0.24% New 2,201 $284K
CTC Alternative Strategies, Ltd. 0.46% Add +57.1% 2,200 $284K
Old Mission Investment Co LLC 0.07% New 2,200 $284K
Quent Capital, LLC 0.02% Add +5.6% 2,199 $284K
CI Investments Inc. 0.00% Add +4.8% 2,186 $282K
Belpointe Asset Management LLC 0.01% Reduce -10.8% 2,177 $281K
Arrow Financial Corp 0.03% Reduce -3.6% 2,169 $280K
Breakwater Capital Group 0.04% Reduce -6.3% 2,157 $278K
Peterson Wealth Services 0.07% Add +22.5% 2,562 $278K
Citizens Business Bank 0.05% New 2,156 $278K
Salem Investment Counselors Inc. 0.01% No change 2,153 $278K
Tranquilli Financial Advisor LLC 0.16% Reduce -7.9% 2,150 $277K
Rainier Family Wealth Inc. 0.25% Reduce -21.5% 2,138 $276K
Fielder Capital Group LLC 0.06% Add +2.2% 2,113 $272K
Park Place Capital Corp 0.06% Reduce -75.6% 2,111 $272K
Uncommon Cents Investing LLC 0.07% No change 2,100 $271K
Aventura Private Wealth, LLC 0.10% Reduce -36.4% 2,086 $269K
IHT Wealth Management, LLC 0.01% Reduce -8.5% 2,087 $269K
TLS Advisors LLC 0.78% New 4,000 $267K
Biltmore Family Office, LLC 0.04% Add +3.0% 2,061 $266K
Cornell Pochily Investment Advisors, Inc. 0.08% Add +3.3% 2,050 $264K
Palogic Value Management, L.P. 0.11% Add +0.4% 2,048 $264K
Impact Capital Partners LLC 0.08% Reduce -36.5% 2,046 $264K
Fort Washington Investment Advisors Inc. 0.00% No change 2,037 $263K
Scientech Research LLC 0.09% Reduce -61.2% 2,029 $262K
King Wealth Management Group 0.03% New 2,024 $261K
Strategic Blueprint, LLC 0.01% Add +2.3% 2,022 $261K
Waldron Private Wealth LLC 0.01% No change 2,022 $261K
Pinebridge Investments, L.P. 0.00% Reduce -76.5% 2,017 $260K
RMR Wealth Builders 0.02% Add +11.0% 2,001 $258K
Investment Counsel Co. of Nevada 0.52% No change 2,000 $258K
Limestone Investment Advisors LP 0.12% New 2,000 $258K
Castleark Management LLC 0.01% No change 2,000 $258K
Hickory Point Bank & Trust 0.19% Add +2.0% 1,998 $258K
Vantage Financial Partners, LLC 0.05% Reduce -4.6% 1,990 $257K
Keystone Financial Services 0.08% Add +2.4% 1,974 $255K
Midwest Trust Co 0.00% Reduce -23.4% 1,952 $252K
Seelaus Asset Management LLC 0.20% Reduce -8.0% 1,951 $252K
Clarius Group, LLC 0.01% Reduce -43.0% 1,948 $251K
Ingalls & Snyder LLC 0.01% Add +39.5% 1,944 $251K
Meridian Wealth Management, LLC 0.01% Reduce -58.9% 1,945 $251K
Wealth Management Associates, Inc. 0.09% Reduce -0.5% 1,938 $250K
Phillips Wealth Planners LLC 0.21% Add +3.2% 1,998 $250K
HUB Investment Partners, LLC 0.01% Add +40.0% 1,920 $248K
3Chopt Investment Partners, LLC 0.06% Reduce -11.5% 1,919 $247K
Lazari Capital Management, Inc. 0.08% New 1,916 $247K
Gryphon Financial Partners LLC 0.03% Reduce -0.8% 1,915 $247K
Wealthcare Advisory Partners LLC 0.01% Reduce -3.2% 1,909 $246K
NTV Asset Management LLC 0.03% Add +4.2% 1,905 $246K
Highlander Partners, L.P. 0.09% No change 1,900 $245K
Wealth Alliance, LLC 0.03% Reduce -6.6% 1,897 $245K
ROI Financial Advisors, LLC 0.14% Add +10.3% 1,871 $241K
Heartland Bank & Trust Co 0.10% Add +0.9% 1,847 $238K
Mainsail Asset Management, LLC 0.10% Add +27.8% 1,840 $237K
Opal Wealth Advisors, LLC 0.07% Reduce -4.3% 1,837 $237K
Cypress Capital Group 0.03% Reduce -9.8% 1,825 $235K
Oxford Financial Group, LTD. LLC 0.01% Add +8.7% 1,820 $235K
Drucker Wealth 3.0, LLC 0.04% Reduce -37.2% 1,817 $234K
Trust Point Inc. 0.02% Add +3.7% 1,810 $233K
Cromwell Holdings LLC 0.12% No change 1,807 $233K
Greenspring Advisors, LLC 0.04% — 1,800 $232K
Cascade Financial Partners, LLC 0.03% No change 1,780 $229K
Fiduciary Group, LLC 0.02% No change 1,770 $228K
Jacobsen Capital Management 0.08% Add +5.8% 1,767 $228K
Trust Co. of Toledo NA 0.02% Add +1.5% 1,764 $227K
Essential Partners LLC 0.07% Add +8257.1% 1,755 $226K
Advyzon Investment Management, LLC 0.04% New 1,750 $226K
Old Port Advisors 0.06% Reduce -1.6% 1,747 $225K
Sonoma Allocations LLC 0.08% — 1,904 $225K
Concorde Asset Management, LLC 0.09% — 1,779 $224K
Prevail Innovative Wealth Advisors, LLC 0.04% No change 1,739 $224K
IVC Wealth Advisors LLC 0.10% Add +0.7% 1,734 $224K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,723 $222K
FSB Premier Wealth Management, Inc. 0.07% Add +4.6% 1,719 $222K
Norris Perne & French LLP 0.02% No change 1,718 $222K
Crewe Advisors LLC 0.02% Reduce -6.7% 1,710 $220K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -78.8% 1,707 $220K
First Heartland Consultants, Inc. 0.02% Reduce -0.5% 1,706 $220K
Canandaigua National Bank & Trust Co. 0.02% Reduce -5.2% 1,702 $219K
Security National Bank of Sioux City Iowa 0.14% No change 1,700 $219K
RiverGlades Family Offices LLC 0.13% New 1,700 $219K
Cidel Asset Management Inc. 0.01% Reduce -84.3% 1,699 $219K
Moss Adams Wealth Advisors LLC 0.02% Reduce -5.8% 1,696 $219K
TrueWealth Advisors, LLC 0.06% New 1,694 $218K
First National Bank of Mount Dora, Trust Investment Services 0.05% Reduce -7.0% 1,684 $217K
BOK Financial Private Wealth, Inc. 0.01% Add +2.5% 1,679 $216K
TRUE Private Wealth Advisors 0.02% Reduce -6.1% 1,676 $216K
Portside Wealth Group, LLC 0.03% Reduce -10.6% 1,674 $216K
Harbour Trust & Investment Management Co 0.02% Reduce -2.6% 1,670 $215K
Cassaday & Co Wealth Management LLC 0.01% No change 1,668 $215K
Alexander Labrunerie & Co., Inc. 0.08% No change 1,668 $215K
Iams Wealth Management, LLC 0.09% New 1,665 $215K
Excalibur Management Corp. 0.08% Reduce -7.5% 1,659 $214K
Goldstone Financial Group, LLC 0.03% No change 1,650 $213K
Norden Group LLC 0.02% Add +33.9% 1,643 $212K
25 LLC 0.07% Reduce -0.7% 1,630 $210K
Claro Advisors Inc. 0.03% Add +7.7% 1,623 $209K
Two Sigma Securities, LLC 0.03% New 1,615 $208K
Peak Retirement Planning, Inc. 0.06% Add +0.3% 1,609 $207K
Quantum Financial Planning Services, Inc. 0.08% Reduce -9.1% 1,604 $207K
Long Road Investment Counsel, LLC 0.07% No change 1,604 $207K
Bank of Nova Scotia Trust Co. 0.02% New 1,604 $207K
Vision Capital Management, Inc. 0.03% Add +0.1% 1,604 $207K
Vestmark Advisory Solutions, Inc. 0.00% New 1,603 $207K
All Terrain Financial Advisors, LLC 0.07% No change 1,600 $206K
Cape Cod Five Cents Savings Bank 0.02% No change 1,147 $206K
Nixon Peabody Trust Co. 0.02% Add +4.7% 1,597 $206K
Latitude Advisors, LLC 0.09% New 1,592 $205K
LCNB Corp. 0.07% No change 1,585 $204K
Bridgewater Advisors Inc. 0.01% Reduce -22.3% 3,314 $204K
XY Capital Ltd 0.17% New 1,584 $204K
Quarry LP 0.05% Add +562.3% 1,583 $204K
Greatmark Investment Partners, Inc. 0.02% No change 1,575 $203K
SVB Wealth LLC 0.01% Reduce -11.9% 1,575 $203K
West Bancorporation Inc. 0.11% New 1,574 $203K
CYBER HORNET ETFs LLC 0.13% Add +3.6% 1,567 $202K
Canton Hathaway, LLC 0.04% No change 1,570 $202K
Patton Fund Management, Inc. 0.04% No change 1,566 $202K
Integrated Investment Consultants, LLC 0.03% Reduce -20.8% 1,565 $202K
Marotta Asset Management 0.04% Reduce -50.0% 1,600 $202K
Lafayette Investments, Inc. 0.04% Reduce -31.7% 1,563 $202K
DE Burlo Group Inc. 0.02% No change 1,563 $202K
Legacy Financial Group LLC 0.03% No change 1,562 $201K
Signature Estate & Investment Advisors LLC 0.00% Reduce -9.8% 1,562 $201K
M3 Advisory Group, LLC 0.13% Reduce -26.7% 1,559 $201K
Fortem Financial Group, LLC 0.06% Reduce -36.2% 1,554 $200K
Bellevue Asset Management, LLC 0.09% No change 1,540 $199K
N.E.W. Advisory Services LLC 0.02% No change 1,528 $197K
Old Second National Bank of Aurora 0.04% Reduce -7.2% 1,513 $195K
Osterweis Capital Management Inc. 0.01% Reduce -18.5% 1,496 $193K
Root Financial Partners, LLC 0.01% New 1,439 $186K
Private Wealth Asset Management, LLC 0.02% Reduce -3.7% 1,434 $185K
S-Bank Fund Management Ltd 0.02% Reduce -1.3% 1,425 $184K
Colonial Trust Co / SC 0.02% Reduce -7.2% 1,412 $182K
Compagnie Lombard Odier SCmA 0.00% No change 1,380 $178K
First Pacific Financial 0.02% No change 1,363 $176K
TD Private Client Wealth LLC 0.00% Reduce -88.5% 1,348 $174K
City State Bank 0.05% No change 1,345 $173K
Sentry Investment Management LLC 0.11% Reduce -23.0% 1,353 $171K
Frazier Financial Advisors, LLC 0.10% Reduce -3.9% 1,325 $171K
Trust Co 0.02% No change 1,317 $170K
Truvestments Capital LLC 0.03% Reduce -41.6% 1,314 $169K
DHJJ Financial Advisors, Ltd. 0.05% Reduce -0.5% 1,256 $162K
Cascades Capital Asset Management, LLC 0.07% No change 1,250 $161K
Security National Bank 0.02% No change 1,200 $155K
Wellington Shields Capital Management, LLC 0.02% No change 1,200 $155K
Mather Group, Llc. 0.00% Reduce -31.3% 1,183 $153K
Private Trust Co. NA 0.01% Reduce -55.4% 1,163 $150K
JNBA Financial Advisors 0.01% Reduce -2.1% 1,114 $144K
CoreCap Advisors, LLC 0.01% Reduce -16.6% 1,110 $143K
Catalyst Capital Advisors LLC 0.00% Reduce -1.8% 1,069 $138K
Caitlin John, LLC 0.09% New 1,053 $136K
Raleigh Capital Management Inc. 0.05% Reduce -22.5% 1,040 $134K
LRI Investments, LLC 0.01% Add +1.1% 20,495 $131K
Munich Reinsurance Co Stock Corp in Munich 0.00% — 1,012 $130K
Hemington Wealth Management 0.02% Add +16.8% 1,003 $129K
WFA Asset Management Corp 0.07% No change 712 $128K
Oakworth Capital, Inc. 0.01% Reduce -3.2% 985 $127K
Physician Wealth Advisors, Inc. 0.02% Reduce -17.9% 978 $126K
Heartwood Wealth Advisors LLC 0.01% New 950 $122K
Vestor Capital, LLC 0.01% Reduce -95.3% 939 $121K
Summit Securities Group LLC 0.04% Add +150.9% 936 $121K
Point72 Asset Management 0.00% Reduce -99.8% 900 $116K
Western Pacific Wealth Management, LP 0.11% No change 877 $113K
Tanglewood Legacy Advisors, LLC 0.04% No change 872 $112K
Icon Wealth Advisors, LLC 0.01% Reduce -9.2% 864 $111K
Sunbelt Securities, Inc. 0.01% Add +192.2% 859 $111K
GHP Investment Advisors, Inc. 0.00% No change 854 $110K
Creekmur Asset Management LLC 0.02% Reduce -42.2% 846 $109K
Evermay Wealth Management LLC 0.01% No change 844 $109K
American National Bank & Trust 0.01% Reduce -99.0% 841 $108K
Crowley Wealth Management, Inc. 0.09% No change 836 $108K
Garden State Investment Advisory Services LLC 0.03% New 803 $104K
Hopwood Financial Services, Inc. 0.07% No change 800 $103K
Roble, Belko & Company, Inc 0.01% Reduce -50.0% 800 $103K
Cohen & Steers, Inc. 0.00% No change 800 $103K
Richardson Capital Management LLC 0.05% New 782 $101K
Evergreen Private Wealth LLC 0.04% Add +0.5% 771 $99K
Plante Moran Financial Advisors, LLC 0.01% No change 750 $97K
Ancora Advisors LLC 0.00% Add +102.7% 740 $95K
Grove Bank & Trust 0.01% No change 734 $95K
Transamerica Financial Advisors, LLC 0.01% Add +402.1% 718 $93K
First PREMIER Bank 0.02% No change 704 $91K
Chung Wu Investment Group, LLC 0.08% Reduce -78.5% 700 $90K
Manning & Napier Advisors LLC 0.00% Reduce -99.9% 696 $90K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 690 $89K
Salomon & Ludwin, LLC 0.01% Add +1316.3% 694 $89K
Bank of New Hampshire 0.02% Reduce -3.5% 685 $88K
Wellington Shields & Co., LLC 0.02% No change 682 $88K
Versant Capital Management, Inc 0.01% Reduce -15.7% 600 $77K
MV Capital Management, Inc. 0.01% Reduce -2.4% 583 $75K
Financial Perspectives, Inc 0.02% No change 550 $71K
AllSquare Wealth Management LLC 0.04% No change 540 $70K
North Capital, Inc. 0.05% Add +0.2% 533 $69K
Washington Trust Advisors, Inc. 0.01% Reduce -30.1% 529 $68K
Atwood & Palmer Inc. 0.00% No change 500 $64K
Westside Investment Management, Inc. 0.01% Add +23.7% 486 $62K
Tsfg, LLC 0.01% No change 471 $61K
Princeton Global Asset Management LLC 0.01% No change 455 $59K
Avalon Trust Co 0.00% New 454 $59K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -43.4% 454 $59K
Evelyn Partners Investment Management LLP 0.00% No change 450 $58K
Financial Management Professionals, Inc. 0.01% Reduce -14.3% 444 $57K
Steigerwald, Gordon & Koch Inc. 0.01% New 425 $55K
Curio Wealth, LLC 0.02% No change 416 $54K
Crews Bank & Trust 0.01% No change 409 $53K
Kimelman & Baird, LLC 0.00% No change 400 $52K
Goodman Advisory Group, LLC 0.01% No change 395 $51K
MilWealth Group LLC 0.01% No change 385 $50K
Deseret Mutual Benefit Administrators 0.02% No change 381 $49K
Financial Network Wealth Advisors LLC 0.05% No change 375 $48K
Rise Advisors, LLC 0.02% Add +8.8% 370 $48K
Hoese & Co LLP 0.04% No change 368 $47K
Piscataqua Savings Bank 0.04% No change 355 $46K
SJS Investment Consulting Inc. 0.01% Add +2253.3% 353 $46K
Volterra Technologies LP 0.03% New 352 $45K
JPL Wealth Management, LLC 0.01% New 350 $45K
Covestor Ltd 0.02% Reduce -0.9% 338 $44K
GW&K Investment Management, LLC 0.00% Reduce -7.6% 341 $44K
Davis Capital Management 0.03% — 335 $43K
Capital Advisors, Ltd. LLC 0.00% Reduce -9.0% 333 $43K
IAG Wealth Partners, LLC 0.01% No change 331 $43K
Global Trust Asset Management, LLC 0.02% Reduce -15.9% 327 $42K
Hollencrest Capital Management 0.00% No change 309 $40K
West Oak Capital, LLC 0.02% Reduce -25.0% 300 $39K
Westfuller Advisors, LLC 0.02% New 279 $36K
Eastern Bank 0.00% No change 277 $36K
Sarver Vrooman Wealth Advisors 0.02% No change 275 $35K
MPWM Advisory Solutions, LLC 0.02% No change 260 $34K
NFSG Corp 0.01% No change 260 $34K
Concord Wealth Partners 0.00% Reduce -4.4% 260 $34K
1248 Management, LLC 0.02% Reduce -10.2% 255 $33K
Bell Investment Advisors, Inc 0.01% Reduce -11.3% 251 $32K
WPG Advisers, LLC 0.03% Reduce -33.5% 250 $32K
Monetary Management Group Inc. 0.01% No change 250 $32K
Fortitude Family Office, LLC 0.01% Reduce -2.0% 249 $32K
Golden State Wealth Management, LLC 0.00% No change 244 $31K
Midwest Capital Advisors, LLC 0.02% No change 244 $31K
Cornerstone Planning Group LLC 0.00% Add +50.3% 472 $31K
Compound Global Advisors, LLC 1.66% No change 237 $31K
Medallion Wealth Advisors, LLC 0.01% No change 236 $30K
McIlrath & Eck, LLC 0.00% Reduce -14.3% 233 $30K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +13.2% 232 $30K
Redmont Wealth Advisors LLC 0.04% No change 231 $30K
True Wealth Design, LLC 0.01% Add +3750.0% 231 $30K
ORG Partners LLC 0.01% Reduce -46.0% 230 $30K
Roxbury Financial LLC 0.03% No change 228 $29K
Kennebec Savings Bank 0.03% No change 220 $28K
High Note Wealth, LLC 0.01% No change 220 $28K
Sound Income Strategies, LLC 0.00% New 223 $28K
Clean Yield Group 0.01% No change 214 $28K
Armstrong Advisory Group, Inc. 0.00% No change 212 $27K
Arcadia Investment Management Corp. 0.00% Reduce -57.5% 211 $27K
Greykasell Wealth Strategies, Inc. 0.01% Add +62.3% 211 $27K
Broadwater Capital Management LLC 0.02% Reduce -99.4% 200 $26K
Foster Dykema Cabot & Partners, LLC 0.00% No change 200 $26K
Solstein Capital, LLC 0.01% Reduce -20.2% 198 $26K
Cedar Mountain Advisors, LLC 0.00% Add +29.8% 196 $25K
Private Wealth Management Group, LLC 0.01% Reduce -19.6% 193 $25K
Sittner & Nelson, LLC 0.01% Reduce -34.3% 192 $25K
Wiser Advisor Group LLC 0.03% New 190 $24K
Mowery & Schoenfeld Wealth Management, LLC 0.04% Reduce -6.6% 185 $24K
Alerus Financial NA 0.00% Add +15.6% 185 $24K
Prestige Wealth Management Group LLC 0.00% No change 182 $23K
Main Street Group, LTD 0.01% No change 181 $23K
Painted Porch Advisors LLC 0.01% No change 177 $23K
Wolff Wiese Magana LLC 0.01% No change 175 $23K
Gables Capital Management Inc. 0.01% No change 171 $22K
Caitong International Asset Management Co., Ltd 0.01% Add +365.7% 163 $21K
Avion Wealth 0.00% Add +131.2% 178 $21K
Pinnacle Bancorp, Inc. 0.01% No change 162 $21K
Richardson Financial Services Inc. 0.01% Add +3.9% 159 $21K
Steph & Co. 0.01% New 157 $20K
Rational Advisors, Inc. 0.00% Add +7.6% 155 $20K
Hoey Investments, Inc. 0.00% Add +192.3% 152 $20K
Compass Financial Services Inc 0.01% No change 150 $19K
Point72 Europe (London) LLP 0.00% New 149 $19K
Boyd Watterson Asset Management LLC 0.01% No change 149 $19K
MCF Advisors LLC 0.00% Add +18.3% 136 $18K
Bruce G. Allen Investments, LLC 0.01% Reduce -10.0% 135 $17K
CNB Bank 0.01% No change 130 $17K
Lummis Asset Management, LP 0.01% No change 128 $17K
Meeder Asset Management Inc. 0.00% Reduce -66.0% 127 $16K
Asset Dedication, LLC 0.00% Reduce -21.0% 124 $16K
Raffa Wealth Management, LLC 0.00% Add +25.3% 119 $15K
Howard Hughes Medical Institute 0.01% Reduce -4.1% 117 $15K
Dogwood Wealth Management LLC 0.01% Reduce -98.4% 113 $15K
Halbert Hargrove Global Advisors, LLC 0.00% New 112 $14K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 110 $14K
TD Capital Management LLC 0.00% No change 109 $14K
Rialto Wealth Management, LLC 0.00% Reduce -82.2% 108 $14K
Aspect Partners, LLC 0.01% Add +7.1% 106 $14K
Hurley Capital, LLC 0.01% Add +5.0% 105 $14K
Abound Wealth Management 0.00% Reduce -17.1% 102 $13K
1 North Wealth Services LLC 0.01% No change 100 $13K
SWAN Capital LLC 0.01% New 100 $13K
Kelleher Financial Advisors 0.00% New 100 $13K
Godsey & Gibb, Inc. 0.00% No change 100 $13K
Creative Financial Designs Inc. 0.00% No change 96 $12K
Proffitt & Goodson Inc. 0.00% New 93 $12K
Noble Wealth Management PBC 0.01% — 91 $12K
Pineridge Advisors LLC 0.00% Reduce -8.1% 91 $12K
PFS Partners, LLC 0.01% No change 90 $12K
Barrett & Company, Inc. 0.00% No change 90 $12K
Delta Asset Management LLC 0.00% No change 90 $12K
WealthCollab, LLC 0.01% Add +141.7% 87 $11K
Centerpoint Advisors, LLC 0.00% New 84 $11K
Kilter Group LLC 0.01% Reduce -30.3% 85 $11K
Capula Management Ltd 0.00% New 81 $10K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -16.0% 84 $10K
Hanson & Doremus Investment Management 0.00% Reduce -42.9% 80 $10K
FSA Wealth Management LLC 0.00% Add +217.4% 73 $9K
Arlington Trust Co LLC 0.00% No change 73 $9K
Sachetta, LLC 0.00% Reduce -27.3% 72 $9K
Tortoise Investment Management, LLC 0.00% Reduce -31.7% 69 $9K
Red Tortoise LLC 0.00% No change 67 $9K
Nova Wealth Management, Inc. 0.01% Reduce -14.5% 65 $8K
Marquette Asset Management, LLC 0.00% New 65 $8K
IMG Wealth Management, Inc. 0.00% No change 56 $7K
Pathway Financial Advisers, LLC 0.00% New 53 $7K
Wealth Watch Advisors, INC 0.00% New 53 $7K
Consultiva Wealth Management, Corp. 0.02% No change 51 $7K
Your Advocates Ltd., LLP 0.00% No change 50 $6K
Dunhill Financial, LLC 0.00% Reduce -68.4% 49 $6K
Bayforest Capital Ltd 0.00% New 46 $6K
Bare Financial Services, Inc 0.00% Reduce -17.0% 44 $6K
Pandora Wealth, Inc. 0.00% Reduce -45.7% 44 $6K
TCTC Holdings, LLC 0.00% No change 44 $6K
Activest Wealth Management 0.00% Add +38.7% 43 $6K
ROSS\JOHNSON & Associates LLC 0.10% No change 42 $5K
Guerra Advisors Inc 0.00% New 42 $5K
Bogart Wealth, LLC 0.00% Add +10.5% 42 $5K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.6% 38 $5K
Horizon Financial Services, LLC 0.00% Add +48.1% 40 $5K
Tidemark, LLC 0.00% Add +5.4% 39 $5K
Cloud Capital Management, LLC 0.00% New 41 $5K
Beaird Harris Wealth Management, LLC 0.00% Add +76.2% 37 $5K
Tompkins Financial Corp. 0.00% No change 35 $5K
Valued Wealth Advisors LLC 0.00% No change 34 $4K
Park Square Financial Group, LLC 0.02% Reduce -66.0% 33 $4K
Elevation Wealth Partners, LLC 0.00% New 33 $4K
Corsicana & Co. 0.00% — 31 $4K
Bfsg, LLC 0.00% No change 31 $4K
Fairway Wealth LLC 0.00% No change 30 $4K
First United Bank & Trust 0.00% No change 29 $4K
Trifecta Capital Advisors, LLC 0.00% No change 28 $4K
Rosenberg Matthew Hamilton 0.00% Reduce -74.0% 26 $3K
Bay Harbor Wealth Management, LLC 0.00% Reduce -21.9% 25 $3K
Grey Fox Wealth Advisors, LLC 0.00% New 25 $3K
TFC Financial Management, Inc. 0.00% Reduce -4.0% 24 $3K
New Millennium Group LLC 0.00% Add +9.5% 23 $3K
Strategic Advocates LLC 0.00% New 23 $3K
Richard W. Paul & Associates, LLC 0.00% Reduce -41.2% 20 $3K
Signature Resources Capital Management, LLC 0.00% No change 16 $2K
Financial Consulate, Inc. 0.00% New 16 $2K
Glen Eagle Advisors, LLC 0.00% No change 16 $2K
Valley National Advisers Inc. 0.00% Reduce -92.9% 16 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -40.0% 15 $2K
Nvwm, LLC 0.00% Add +7.1% 15 $2K
Highline Wealth Partners LLC 0.00% Reduce -44.0% 14 $2K
Turning Point Benefit Group, Inc. 0.00% New 14 $2K
American Capital Advisory, LLC 0.00% Add +85.7% 13 $2K
JDM Financial Group LLC 0.00% No change 13 $2K
S&T Bank 0.00% Add +18.2% 13 $2K
Texas Capital Bancshares Inc 0.00% New 12 $2K
Dagco, Inc. 0.00% No change 12 $2K
WestEnd Advisors, LLC 0.00% Reduce -7.7% 12 $2K
PayPay Securities Corp 0.06% No change 12 $2K
Strive Asset Management, LLC 0.00% New 11 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 10 $1K
Abich Financial Wealth Management LLC 0.00% — 10 $1K
Quaker Wealth Management, LLC 0.00% Add +50.0% 9 $1K
Delos Wealth Advisors, LLC 0.00% No change 8 $1K
Measured Wealth Private Client Group, LLC 0.00% New 8 $1K
Hughes Financial Services, LLC 0.00% Add +166.7% 16 $1K
FNY Investment Advisers, LLC 0.00% Reduce -98.7% 14 $1K
Picton Mahoney Asset Management 0.00% No change 6 $1K
First Command Advisory Services, Inc. 0.00% No change 7 $903
Ameriflex Group, Inc. 0.00% New 6 $774
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $664
Seneschal Advisors, LLC 0.00% New 5 $645
HFM Investment Advisors, LLC 0.00% Reduce -37.5% 5 $645
Anfield Capital Management, LLC 0.00% New 5 $645
Vermillion Wealth Management, Inc. 0.00% Reduce -37.5% 5 $645
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 4 $516
Strengthening Families & Communities, LLC 0.00% New 3 $386
DecisionPoint Financial, LLC 0.00% No change 2 $253
Winnacle Wealth LLC 0.00% New 1 $129

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