FiservFISV

13F holders, Q1 2026 (March 31)
1,264holders −137
109new positions
241sold out
10famous investors
$55.78avg. 13F price*

At the end of Q1 2026, 1,264 institutions reported holding Fiserv Inc. (FISV) in their 13F filings, down 137 from Q4 2025. 109 opened new positions and 241 sold out. The largest holders were Dodge & Cox ($2.8B), BlackRock, Inc. ($2.2B) and Vanguard Capital Management LLC ($1.8B). 10 famous investors held it, including Bill Nygren (1.5% of Harris Associates (Oakmark Funds)'s portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and John W. Rogers Jr. (0.3% of Ariel Investments's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions109$534.3M
Exits241$1.1B

All 13F filers, Q4 2025 → Q1 2026: 63,650,179 shares bought and 73,343,611 shares sold, net −9,693,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,264 holders

Dodge & Cox 1.54% Add +1.6% 50,260,950 $2.8B
BlackRock, Inc. 0.04% Reduce -5.2% 39,861,316 $2.2B
Vanguard Capital Management LLC 0.05% — 33,123,138 $1.8B
State Street Corp. 0.05% Add +0.1% 23,676,383 $1.3B
Vanguard Portfolio Management LLC 0.06% — 21,183,892 $1.2B
Harris Associates (Oakmark Funds) 1.47% Add +26.9% 19,737,630 $1.1B
Capital World Investors 0.11% Add +186.9% 13,903,314 $775.8M
Geode Capital Management, LLC 0.05% Add +3.0% 13,152,278 $730.9M
Federated Hermes, Inc. 0.79% Add +97.7% 8,659,018 $483.2M
Morgan Stanley 0.03% Reduce -33.2% 7,937,615 $442.9M
First Eagle Investment Management, LLC 0.71% New 7,495,234 $418.2M
Invesco Ltd. 0.04% Add +7.5% 6,493,853 $362.4M
Amundi 0.09% Reduce -50.8% 6,048,759 $337.5M
D. E. Shaw & Co. 0.28% Reduce -41.7% 5,907,462 $329.6M
Hotchkis & Wiley Capital Management LLC 1.01% Add +170.3% 5,835,003 $325.6M
FMR LLC 0.02% Add +147.4% 5,505,295 $307.2M
Franklin Resources Inc. 0.07% Add +69.6% 5,390,409 $300.8M
Northern Trust Corp. 0.04% Reduce -2.0% 5,326,216 $297.2M
JANA Partners Management, LP 14.84% Add +97.5% 4,435,605 $247.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -14.5% 4,276,166 $238.6M
Deutsche Bank AG 0.07% Add +0.0% 3,722,897 $207.7M
Charles Schwab Investment Management Inc. 0.03% Add +10.5% 3,706,034 $206.8M
Goldman Sachs Group Inc. 0.03% Add +11.3% 3,584,130 $200.0M
Legal & General Group Plc 0.05% Reduce -4.3% 3,575,497 $199.5M
UBS Group AG 0.04% Add +10.1% 3,573,920 $199.4M
T. Rowe Price Associates Inc. 0.02% Add +13.9% 3,347,062 $186.8M
Vanguard Fiduciary Trust Co. 0.04% — 3,003,224 $167.6M
FIL Ltd 0.13% Add +3.9% 2,968,614 $165.6M
Longview Partners (Guernsey) LTD 2.29% Reduce -10.6% 2,902,523 $162.0M
Pittenger & Anderson Inc. 6.39% Reduce -0.1% 2,876,734 $160.5M
AQR Capital Management 0.07% Add +92.1% 2,864,442 $159.0M
Dimensional Fund Advisors LP 0.03% Reduce -4.3% 2,816,152 $157.1M
Bank of New York Mellon Corp 0.03% Reduce -4.4% 2,754,539 $153.7M
Turtle Creek Asset Management Inc. 5.52% Add +968.1% 2,643,668 $147.5M
Lazard Asset Management LLC 0.23% Add +6.8% 2,555,482 $142.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 1.40% Reduce -5.2% 2,496,505 $140.0M
Cooke & Bieler LP 1.58% Add +13.1% 2,502,260 $139.6M
Nordea Investment Management AB 0.12% Add +8.3% 2,279,869 $123.9M
Mairs & Power Inc. 1.23% Add +31.0% 2,152,853 $120.1M
Bank of America Corp. 0.01% Reduce -84.0% 2,142,981 $119.6M
Nuveen, LLC 0.03% Add +20.1% 2,136,255 $119.2M
JPMorgan Chase & Co. 0.01% Reduce -33.4% 2,081,597 $113.5M
Squarepoint Ops LLC 0.24% Add +39.5% 1,981,499 $110.6M
Brandes Investment Partners, LP 0.76% Add +6.7% 1,927,031 $107.5M
Qube Research & Technologies Ltd 0.15% Add +78.7% 1,893,673 $105.7M
AustralianSuper Pty Ltd 0.54% Add +66.8% 1,845,062 $103.0M
Susquehanna International Group, LLP 0.13% Add +114.4% 1,842,195 $102.8M
Swiss National Bank 0.05% Add +6.0% 1,578,486 $88.1M
Assenagon Asset Management S.A. 0.13% Add +2.3% 1,418,377 $79.1M
Barclays PLC 0.03% Reduce -65.8% 1,404,812 $78.4M
Prudential Financial Inc. 0.10% Add +17.2% 1,397,853 $78.0M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -23.4% 1,389,692 $77.5M
Jane Street Group, LLC 0.08% Add +159.3% 1,301,295 $72.6M
Vanguard Global Advisers, LLC 0.04% — 1,279,613 $71.4M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -5.7% 1,227,443 $68.5M
HSBC Holdings PLC 0.04% Reduce -5.0% 1,222,112 $68.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +5.5% 1,210,033 $67.5M
Swedbank AB 0.07% Add +0.4% 1,146,900 $64.0M
Citigroup Inc. 0.04% Add +9.1% 1,135,928 $63.4M
Massachusetts Financial Services Co. 0.02% Reduce -5.0% 1,092,280 $61.9M
Vulcan Value Partners, LLC 1.62% Reduce -23.9% 1,094,659 $61.1M
BNP Paribas Financial Markets 0.04% Reduce -54.6% 1,076,003 $60.0M
Royal Bank of Canada 0.01% Reduce -41.4% 1,063,922 $59.4M
Rhumbline Advisers 0.05% Add +3.2% 1,046,621 $58.4M
Bank Julius Baer & Co. Ltd, Zurich 0.18% Reduce -1.0% 1,049,790 $58.1M
Thompson Siegel & Walmsley LLC 1.01% Add +86.5% 1,027,172 $57.3M
Alliancebernstein L.P. 0.02% Reduce -17.0% 837,201 $56.2M
National Pension Service 0.04% Add +0.6% 984,210 $54.9M
Mondrian Investment Partners LTD 0.82% Add +26.8% 979,542 $54.7M
Patient Capital Management, LLC 2.01% Add +273.6% 968,194 $54.0M
Summitry LLC 1.87% Add +22.4% 949,916 $53.0M
New York State Common Retirement Fund 0.07% Reduce -1.9% 931,179 $52.0M
California State Teachers Retirement System 0.05% Reduce -3.6% 930,087 $51.9M
California Public Employees Retirement System 0.03% Reduce -11.4% 927,715 $51.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.04% — 924,021 $51.6M
Trexquant Investment LP 0.36% Add +509.3% 888,783 $49.6M
Canada Pension Plan Investment Board 0.03% Reduce -35.0% 836,551 $46.7M
New South Capital Management Inc. 2.19% Reduce -6.9% 820,607 $45.8M
LPL Financial LLC 0.01% Add +2.4% 780,782 $43.6M
Raymond James Financial Inc. 0.01% Reduce -42.3% 748,802 $41.8M
Sei Investments Co. 0.04% Add +58.0% 740,056 $41.3M
Citadel Advisors 0.03% Reduce -59.4% 728,630 $40.7M
Renaissance Technologies 0.06% Add +437.5% 668,227 $37.3M
Marshall Wace, LLP 0.04% Reduce -6.2% 656,144 $36.6M
SG Americas Securities, LLC 0.04% Add +57.9% 653,231 $36.5M
Acadian Asset Management LLC 0.05% Add +60.4% 648,242 $36.2M
Principal Financial Group Inc. 0.02% Add +2.0% 641,811 $35.8M
Invenomic Capital Management LP 1.61% Add +117.6% 624,991 $34.9M
Neuberger Berman Group LLC 0.03% Reduce -11.5% 622,296 $34.7M
Ofi Invest Asset Management 0.45% Add +116.3% 701,697 $34.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -42.2% 593,844 $33.1M
Davis Selected Advisers 0.15% Add +3.5% 588,885 $32.9M
Milford Funds Ltd. 0.69% Reduce -3.3% 588,000 $32.8M
Marathon Asset Management Ltd 1.25% Add +22.8% 586,120 $32.7M
Quantinno Capital Management LP 0.05% Reduce -12.4% 565,689 $31.6M
Junto Capital Management LP 0.67% New 565,523 $31.6M
Prana Capital Management, LP 0.96% Add +242.9% 563,455 $31.4M
Gotham Asset Management 0.09% Add +25.8% 548,284 $30.6M
Birch Hill Investment Advisors LLC 1.33% Add +8.5% 529,103 $29.5M
Manufacturers Life Insurance Company, The 0.03% Add +35.9% 515,643 $28.8M
Bank of Montreal 0.01% Add +2.2% 514,272 $28.7M
Welch & Forbes LLC 0.37% Reduce -9.2% 506,394 $28.3M
New York State Teachers Retirement System 0.06% Reduce -5.8% 504,441 $28.1M
Wells Fargo & Company 0.01% Reduce -19.8% 501,314 $28.0M
Aviva PLC 0.05% Add +3.0% 495,244 $27.6M
Danica Pension, Livsforsikringsaktieselskab 0.51% Reduce -42.8% 488,383 $27.3M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -0.8% 481,581 $26.9M
Millennium Management 0.02% Reduce -73.0% 479,075 $26.7M
State Board of Administration of Florida Retirement System 0.05% Reduce -0.0% 476,198 $26.6M
Canoe Financial LP 0.36% Reduce -3.2% 475,450 $26.5M
CANADA LIFE ASSURANCE Co 0.05% Add +1.1% 452,837 $25.4M
Capitolis Liquid Global Markets LLC 0.16% — 447,623 $25.0M
Huntington National Bank 0.18% Reduce -0.8% 433,130 $24.2M
Ariel Investments 0.27% Add +34.7% 432,559 $24.1M
Quaker Capital Investments, LLC 5.76% Add +298.9% 422,028 $23.5M
Aberdeen Group plc 0.04% Reduce -5.1% 413,497 $23.1M
Korea Investment CORP 0.05% Reduce -10.6% 409,810 $22.9M
Blair William & Co. 0.07% Reduce -28.4% 407,135 $22.7M
America First Investment Advisors, LLC 4.17% Add +7.6% 401,390 $22.4M
Two Sigma Investments, LP 0.02% Reduce -71.8% 399,822 $22.3M
DekaBank Deutsche Girozentrale 0.03% No change 380,495 $21.1M
FORA Capital, LLC 1.54% Add +88.1% 377,913 $21.1M
Capital Research Global Investors 0.00% Reduce -0.3% 373,129 $20.8M
Jump Financial, LLC 0.34% Reduce -9.3% 371,606 $20.7M
Creative Planning 0.01% Add +66.1% 363,934 $20.3M
Jones Financial Companies LLLP 0.01% Add +43.7% 374,521 $20.2M
Deroy & Devereaux Private Investment Counsel Inc. 0.97% Add +105.1% 360,227 $20.1M
Cornerstone Investment Partners, LLC 0.84% Reduce -2.8% 358,781 $20.0M
APG Asset Management N.V. 0.06% Reduce -5.3% 408,085 $19.8M
State of Wisconsin Investment Board 0.04% Add +22.6% 345,028 $19.3M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.36% No change 343,943 $19.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +0.8% 330,767 $18.8M
North Star Asset Management Inc. 0.81% Add +7.8% 333,602 $18.6M
Russell Investments Group, Ltd. 0.02% Reduce -40.1% 330,000 $18.3M
Ameriprise Financial Inc. 0.00% Add +16.8% 327,276 $18.3M
Danske Bank A/S 0.04% Reduce -3.3% 320,790 $17.9M
Discovery Capital Management, LLC / CT 0.90% Add +19.5% 309,600 $17.3M
Stifel Financial Corp. 0.02% Add +31.4% 306,806 $17.1M
Toronto Dominion Bank 0.03% Reduce -23.8% 306,479 $17.1M
Mariner, LLC 0.02% Add +72.5% 305,308 $17.0M
Envestnet Asset Management Inc. 0.00% Add +67.4% 305,108 $17.0M
Ensign Peak Advisors, Inc 0.03% Reduce -33.6% 301,118 $16.8M
Pictet Asset Management Holding SA 0.02% Reduce -36.3% 300,691 $16.8M
PFA Pension, Forsikringsaktieselskab 0.05% Reduce -0.2% 294,339 $16.4M
CapitalatWork S.A. 0.48% Reduce -0.3% 288,863 $16.1M
Nichols & Pratt Advisers LLP 1.03% Reduce -6.2% 286,796 $16.0M
Applied Finance Capital Management, LLC 1.19% Add +81.2% 284,125 $15.9M
Corus Family Wealth Advisors 12.57% Reduce -0.7% 276,691 $15.4M
TD Asset Management Inc 0.01% Reduce -1.6% 273,112 $15.2M
Saudi Central Bank 0.32% Add +7.8% 271,045 $15.1M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.8% 270,960 $15.1M
Trajan Wealth LLC 0.61% Add +18.6% 269,812 $15.1M
Warther Private Wealth, LLC 3.53% Add +30.7% 269,725 $15.1M
Vanguard Investments Australia, Ltd. 0.04% — 267,332 $14.9M
BI Asset Management Fondsmaeglerselskab A/S 0.15% Add +12.9% 265,358 $14.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +91.8% 259,048 $14.5M
Redwood Grove Capital, LLC 4.64% Add +35.7% 257,632 $14.4M
Royal London Asset Management Ltd. 0.03% No change 254,707 $14.2M
Marble Harbor Investment Counsel, LLC 1.53% Add +0.7% 253,721 $14.2M
Victory Capital Management Inc. 0.01% Add +2.7% 250,302 $14.0M
Mountain Pacific Investment Advisers LLC 2.37% Reduce -1.5% 248,102 $13.8M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -7.2% 243,425 $13.6M
Eubel Brady & Suttman Asset Management Inc. 1.69% Add +1.4% 238,689 $13.3M
Balyasny Asset Management L.P. 0.03% Add +1887.0% 238,119 $13.3M
Worldquant Millennium Advisors LLC 0.05% Reduce -91.5% 236,063 $13.2M
Bank of Nova Scotia 0.02% Reduce -76.1% 234,718 $13.1M
Asset Management One Co., Ltd. 0.04% Reduce -0.8% 234,551 $13.1M
Quadrature Capital Ltd 0.16% Reduce -80.2% 234,270 $13.1M
Two Point Capital Management, Inc. 5.68% Add +128.9% 233,199 $13.0M
Cerity Partners LLC 0.02% Add +23.9% 232,241 $13.0M
Treasurer of the State of North Carolina 0.04% Add +2.2% 229,144 $12.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -0.6% 227,509 $12.7M
Gator Capital Management, LLC 2.70% Add +4299.2% 226,780 $12.7M
Running Oak Capital LLC 1.69% Add +45.6% 224,675 $12.5M
Poehling Capital Management, INC. 2.64% Add +8.6% 224,501 $12.5M
Commerce Bank 0.06% Add +34.3% 223,236 $12.5M
KLP Kapitalforvaltning As 0.05% No change 221,936 $12.4M
Cardano Risk Management B.V. 0.12% Add +1.0% 219,365 $12.2M
Varma Mutual Pension Insurance Co 0.07% No change 216,131 $12.1M
South Dakota Investment Council 0.23% Add +21.7% 214,578 $12.0M
Swiss Life Asset Management Ltd 0.06% Add +7.0% 214,189 $12.0M
Mn Services Vermogensbeheer B.V. 0.08% No change 214,112 $11.9M
Public Employees Retirement System of Ohio 0.04% Reduce -0.4% 212,747 $11.9M
Ieq Capital, LLC 0.05% Add +274.4% 209,902 $11.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -35.2% 209,861 $11.7M
Aquatic Capital Management LLC 0.34% Reduce -70.9% 209,560 $11.7M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.17% No change 199,780 $11.1M
Focus Partners Wealth 0.01% Add +58.9% 196,523 $11.0M
Nomura Asset Management Co. Ltd. 0.03% Add +4.3% 196,718 $11.0M
First Trust Advisors LP 0.01% Add +95.2% 195,202 $10.9M
Nisa Investment Advisors, LLC 0.04% Add +9.2% 194,427 $10.8M
Colrain Capital LLC 4.14% Add +168.9% 191,915 $10.7M
Courant Investment Management LLC 10.35% No change 190,000 $10.6M
Wilkins Investment Counsel Inc. 1.51% Add +61.1% 188,705 $10.5M
Corient Private Wealth LP 0.01% Reduce -11.1% 187,342 $10.4M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Add +2.2% 182,456 $10.2M
State of New Jersey Common Pension Fund D 0.04% Reduce -6.1% 181,142 $10.1M
Coerente Capital Management 1.87% Add +76.2% 180,310 $10.1M
Agf Management Ltd. 0.04% Reduce -17.5% 178,841 $10.0M
Y-Intercept (Hong Kong) Ltd 0.19% Add +482.9% 177,037 $9.9M
Optiver Holding B.V. 0.37% New 177,008 $9.9M
Exchange Traded Concepts, LLC 0.08% Add +1075.0% 176,533 $9.9M
CIBC Bancorp USA Inc. 0.01% — 176,497 $9.8M
Baird Financial Group, Inc. 0.02% Reduce -58.6% 175,787 $9.8M
IFP Advisors, Inc 0.20% Add +120.6% 175,678 $9.8M
Credit Agricole S A 0.03% Reduce -6.5% 174,972 $9.8M
Associated Banc-Corp 0.26% Add +10.8% 173,192 $9.7M
US Bancorp \de 0.01% Reduce -19.8% 171,981 $9.6M
Resona Asset Management Co.,Ltd. 0.05% Add +1.0% 170,656 $9.5M
Cetera Investment Advisers 0.01% Add +89.4% 165,723 $9.2M
Taikang Asset Management (Hong Kong) Co Ltd 0.91% Add +33.8% 164,057 $9.2M
Venator Management LLC 2.19% Add +116.2% 162,965 $9.1M
STRS Ohio 0.04% Reduce -4.2% 160,488 $9.0M
Prudential PLC 0.07% Add +7.8% 158,287 $8.8M
Fifth Third Bancorp 0.02% Add +133.5% 155,075 $8.7M
State of Michigan Retirement System 0.04% Reduce -0.2% 150,634 $8.4M
Handelsbanken Fonder AB 0.03% Reduce -1.7% 150,629 $8.4M
Tredje AP-fonden 0.05% New 150,610 $8.4M
Czech National Bank 0.05% Add +3.3% 146,482 $8.2M
Arizona State Retirement System 0.05% Reduce -5.2% 146,146 $8.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +53.0% 145,933 $8.1M
Schonfeld Strategic Advisors LLC 0.07% Add +42.0% 144,551 $8.1M
State of Tennessee, Department of Treasury 0.03% No change 144,515 $8.1M
PNC Financial Services Group, Inc. 0.00% Reduce -11.8% 144,120 $8.0M
Dudley & Shanley, Inc. 1.31% No change 143,923 $8.0M
North Point Portfolio Managers Corp. 1.42% Add +2.3% 142,610 $8.0M
Choreo, LLC 0.10% Add +0.0% 141,826 $7.9M
Schwerin Boyle Capital Management Inc. 1.00% Reduce -10.8% 141,718 $7.9M
Natixis Advisors, LLC 0.01% Add +41.9% 141,484 $7.9M
Hemenway Trust Co LLC 0.63% Reduce -26.5% 141,132 $7.9M
McRae Capital Management Inc. 1.63% Add +51.2% 140,474 $7.8M
Jain Global LLC 0.11% Add +21.9% 138,657 $7.7M
Mackenzie Financial Corp. 0.01% Add +30.2% 133,623 $7.5M
MetLife Investment Management, LLC 0.04% Reduce -2.7% 132,303 $7.4M
Rafferty Asset Management, LLC 0.03% Reduce -20.3% 130,763 $7.3M
CIBC Asset Management Inc 0.02% Add +1.0% 130,437 $7.3M
Penserra Capital Management LLC 0.09% Reduce -17.2% 130,421 $7.3M
Holocene Advisors, LP 0.02% Reduce -91.0% 129,271 $7.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Reduce -10.1% 129,222 $7.2M
Tidal Investments LLC 0.02% Add +74.5% 128,619 $7.1M
Man Group plc 0.01% Reduce -64.7% 126,446 $7.1M
Stanley Capital Management, LLC 1.17% No change 125,559 $7.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +0.1% 125,289 $7.0M
Longaeva Partners L.P. 0.33% New 123,042 $6.9M
KBC Group NV 0.02% Reduce -1.2% 122,560 $6.8M
Ninety One UK Ltd 0.02% No change 119,796 $6.7M
Oak Family Advisors, LLC 2.05% Add +170.2% 119,409 $6.7M
Callan Family Office, LLC 0.15% Add +312.0% 119,111 $6.6M
Hudson Edge Investment Partners Inc. 0.97% Add +18.4% 118,898 $6.6M
Atlantic Union Bankshares Corp 0.13% Add +3.6% 118,614 $6.6M
Blume Capital Management, Inc. 1.12% Add +87.5% 117,952 $6.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +17.6% 115,336 $6.4M
DNB Asset Management AS 0.02% Reduce -20.6% 114,968 $6.4M
Capital Investment Services of America, Inc. 0.67% Reduce -42.8% 114,726 $6.4M
Retirement Systems of Alabama 0.02% Reduce -0.2% 114,217 $6.4M
Calamos Advisors LLC 0.03% No change 113,201 $6.3M
Mercer Global Advisors Inc. 0.01% Add +55.2% 113,004 $6.3M
Thompson Investment Management, Inc. 0.81% Add +28.7% 112,581 $6.3M
IFM Investors Pty Ltd 0.05% Add +6.6% 111,589 $6.2M
SEB Asset Management AB 0.03% — 111,284 $6.2M
Allen Mooney & Barnes Investment Advisors LLC 0.89% Add +59.3% 111,001 $6.2M
Dorsey & Whitney Trust CO LLC 0.34% Add +5.6% 110,974 $6.2M
Toth Financial Advisory Corp. 0.68% Reduce -21.7% 110,683 $6.2M
Madison Asset Management, LLC 0.08% Add +39.1% 110,600 $6.2M
Xponance LLC 0.04% Add +12.0% 110,525 $6.2M
Staley Capital Advisers Inc. 0.26% Reduce -13.8% 110,159 $6.1M
Gabelli Funds LLC 0.04% Add +4.3% 109,900 $6.1M
Natixis 0.02% Reduce -33.3% 109,241 $6.1M
Group One Trading LLC 0.20% Reduce -20.6% 108,806 $6.1M
ProShare Advisors LLC 0.01% Reduce -8.3% 108,774 $6.1M
Cibc World Market Inc. 0.01% Add +7.4% 108,451 $6.1M
State of Alaska, Department of Revenue 0.06% Reduce -0.3% 105,983 $5.9M
Intech Investment Management LLC 0.06% Reduce -76.0% 105,363 $5.9M
Woodline Partners LP 0.02% Add +14.7% 105,347 $5.9M
Sovereign's Capital Management, LLC 4.29% Add +4.5% 104,416 $5.8M
Quinn Opportunity Partners LLC 0.30% No change 103,493 $5.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +29.0% 106,236 $5.7M
Amalgamated Bank 0.04% Reduce -5.8% 101,273 $5.7M
Intrinsic Edge Capital Management LLC 1.02% Add +99.2% 100,400 $5.6M
Cwm, LLC 0.01% Add +141.1% 100,347 $5.6M
Marks Group Wealth Management, Inc 0.54% Add +123.7% 100,047 $5.6M
Daiwa Securities Group Inc. 0.02% Add +3.4% 99,962 $5.6M
Robertson Opportunity Capital, LLC 2.14% No change 99,711 $5.6M
USS Investment Management Ltd 0.02% Add +2.4% 98,137 $5.5M
Public Sector Pension Investment Board 0.02% Reduce -80.4% 96,346 $5.4M
M&T Bank Corp 0.02% Reduce -0.5% 96,094 $5.4M
Captrust Financial Advisors 0.01% Add +165.7% 94,974 $5.3M
Banyan Capital Management, Inc. 2.24% Add +3.6% 93,358 $5.2M
Lee Danner & Bass Inc. 0.33% Add +104.1% 92,853 $5.2M
Janney Montgomery Scott LLC 0.01% Add +36.3% 92,128 $5.1M
Voya Investment Management LLC 0.01% Reduce -0.0% 91,797 $5.1M
ExodusPoint Capital Management, LP 0.05% Reduce -55.0% 90,845 $5.1M
Farmers & Merchants Investments Inc. 0.14% Add +1.9% 90,586 $5.1M
Woodstock Corp. 0.45% Add +19.2% 90,361 $5.0M
Eurizon Capital SGR S.p.A. 0.02% Reduce -12.6% 88,373 $4.9M
Osaic Holdings, Inc. 0.01% Reduce -5.1% 87,512 $4.9M
Utah Retirement Systems 0.05% Reduce -2.3% 86,985 $4.9M
Farallon Capital Management, L.L.C. 0.03% New 86,000 $4.8M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 85,000 $4.7M
KLCM Advisors, Inc. 0.41% Add +143.8% 84,714 $4.7M
Romano Brothers and Company 0.54% Add +23.1% 84,686 $4.7M
IMC-Chicago, LLC 0.07% Reduce -49.0% 84,468 $4.7M
Legal Advantage Investments, Inc. 2.42% Add +10.5% 84,080 $4.7M
Police & Firemen's Retirement System of New Jersey 0.04% No change 82,901 $4.6M
TAM Capital Management Inc. 2.26% Add +108.8% 82,809 $4.6M
Crescent Grove Advisors, LLC 0.46% Add +3.2% 82,289 $4.6M
Edgestream Partners, L.P. 0.15% Add +26.2% 81,099 $4.5M
Cloverfields Capital Group, LP 1.46% Add +1.4% 80,774 $4.5M
Hillman Capital Management, Inc. 3.13% Add +110.4% 80,728 $4.5M
NEOS Investment Management LLC 0.02% Add +2.7% 80,419 $4.5M
Deeter Investments LLP 0.78% Reduce -3.6% 80,000 $4.5M
New York Life Investment Management LLC 0.04% Add +2.0% 79,756 $4.5M
Broderick Brian C 0.81% Reduce -3.2% 78,826 $4.4M
ING Groep NV 0.03% Reduce -52.5% 78,028 $4.4M
Rakuten Investment Management, Inc. 0.01% Add +12.4% 79,823 $4.4M
Kestra Advisory Services, LLC 0.02% Add +38.7% 76,593 $4.3M
Bradley Foster & Sargent Inc. 0.07% Reduce -17.8% 76,342 $4.3M
Exencial Wealth Advisors, LLC 0.13% Add +22.5% 76,160 $4.2M
Marex Group Ltd 0.04% Add +13.2% 75,851 $4.2M
Tobam 1.09% Add +20.4% 75,170 $4.2M
Vident Advisory, LLC 0.04% Add +8.7% 74,361 $4.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -23.0% 74,133 $4.1M
1832 Asset Management L.P. 0.01% Reduce -42.1% 73,727 $4.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -6.6% 73,466 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +0.0% 73,158 $4.1M
Sciencast Management LP 0.51% New 72,336 $4.0M
Quantbot Technologies LP 0.17% Add +24.3% 72,294 $4.0M
Assetmark, Inc. 0.01% Add +14.3% 71,758 $4.0M
Bragg Financial Advisors, Inc 0.13% Add +22.8% 71,552 $4.0M
Storebrand Asset Management As 0.01% Reduce -46.0% 71,059 $4.0M
Monaco Asset Management SAM 1.28% Add +600.0% 70,000 $3.9M
Nissay Asset Management Corp. /Japan 0.02% Add +0.4% 69,770 $3.9M
Continental Advisors LLC 2.39% New 69,000 $3.9M
Buckhead Capital Management LLC 1.44% Add +40.1% 68,362 $3.8M
Saranac Partners Ltd 1.64% Add +47.8% 68,340 $3.8M
Scotia Capital Inc. 0.02% Add +2034.5% 68,112 $3.8M
Inlet Private Wealth, LLC 0.97% Add +11.6% 67,860 $3.8M
JB Capital LLC 0.15% Add +3.9% 67,492 $3.8M
HighTower Advisors, LLC 0.00% Add +12.7% 67,426 $3.8M
Brooktree Capital Management 2.97% Add +67.4% 67,058 $3.7M
Rockefeller Capital Management L.P. 0.01% Reduce -0.4% 66,135 $3.7M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -11.9% 66,114 $3.7M
Thor Investment Management Inc. /Oh/ 1.95% New 65,891 $3.7M
Commonwealth Equity Services, LLC 0.01% Reduce -25.3% 65,451 $3.7M
Janus Henderson Group PLC 0.00% Reduce -7.0% 64,455 $3.6M
D.A. Davidson & Co. 0.02% Add +26.4% 64,339 $3.6M
Smithbridge Asset Management Inc. 0.53% Reduce -48.8% 63,630 $3.6M
Candriam S.C.A. 0.02% Reduce -0.6% 63,552 $3.5M
Generali Asset Management SPA SGR 0.07% Add +32.7% 63,479 $3.5M
Letson Investment Management, Inc. 1.35% Reduce -6.9% 62,924 $3.5M
Prescott Group Capital Management, L.L.C. 0.35% No change 62,564 $3.5M
Graybill Wealth Management, LTD. 1.06% Add +71.4% 62,438 $3.5M
Vanguard Personalized Indexing Management, LLC 0.03% Add +4.6% 62,108 $3.5M
Allstate Corp. 0.04% Add +55.8% 62,094 $3.5M
Oregon Public Employees Retirement Fund 0.05% Add +0.2% 61,634 $3.4M
Resources Management Corp. /CT/ 0.45% Add +1313.8% 61,103 $3.4M
Kidder Stephen W 1.00% Reduce -8.5% 60,980 $3.4M
Auxier Asset Management LLC 0.48% Add +26.1% 60,465 $3.4M
Yousif Capital Management, LLC 0.04% Reduce -0.3% 59,672 $3.3M
Pathstone Holdings, LLC 0.01% Reduce -0.4% 58,846 $3.3M
Robeco Institutional Asset Management B.V. 0.00% Reduce -4.4% 58,747 $3.3M
Campbell & CO Investment Adviser LLC 0.19% Add +297.1% 58,440 $3.3M
SIH Partners, LLLP 0.10% New 58,018 $3.2M
Buttonwood Financial Advisors Inc. 1.07% Reduce -1.6% 57,234 $3.2M
Mutual of America Capital Management LLC 0.04% Reduce -0.9% 57,211 $3.2M
O'shaughnessy Asset Management, LLC 0.02% Add +12.3% 56,597 $3.2M
Ethic Inc. 0.05% Reduce -34.4% 56,565 $3.2M
UniSuper Management Pty Ltd 0.02% Add +1.1% 56,474 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.2% 55,969 $3.1M
OP Asset Management Ltd 0.03% Reduce -8.7% 55,831 $3.1M
Twinbeech Capital LP 0.31% Add +384.7% 54,412 $3.0M
Baldwin Wealth Partners LLC 0.22% Reduce -8.4% 53,840 $3.0M
Jacobs & Co. 0.29% Reduce -17.6% 53,240 $3.0M
Dana Investment Advisors, Inc. 0.09% Reduce -41.6% 52,940 $3.0M
Keybank National Association 0.01% Reduce -37.8% 52,438 $2.9M
Triad Investment Management 3.43% Add +448.1% 52,011 $2.9M
GAM Holding AG 0.25% Reduce -35.7% 51,790 $2.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +22.4% 51,688 $2.9M
Public Employees Retirement Association of Colorado 0.01% Reduce -26.6% 51,540 $2.9M
Vontobel Holding Ltd. 0.01% Add +15.2% 51,357 $2.9M
Gilman Hill Asset Management, LLC 0.42% Add +158.0% 50,433 $2.8M
Somerville Kurt F 0.73% Reduce -45.9% 49,740 $2.8M
Caxton Associates LLP 0.06% Reduce -19.2% 49,353 $2.8M
Wendell David Associates Inc. 0.30% Reduce -10.1% 49,212 $2.7M
Caprock Group, LLC 0.07% Add +22.4% 48,851 $2.7M
Hunter Perkins Capital Management, LLC 0.64% Reduce -26.7% 48,791 $2.7M
Curi Capital, LLC 0.05% Add +5.6% 48,268 $2.7M
TLS Advisors LLC 6.36% New 48,000 $2.7M
Headinvest, LLC 0.55% Reduce -12.8% 47,948 $2.7M
Crestwood Advisors Group, LLC 0.04% Reduce -9.1% 47,595 $2.7M
TD Waterhouse Canada Inc. 0.01% Add +124.5% 47,681 $2.6M
Delaney Dennis R 0.93% Add +12.9% 47,130 $2.6M
Altrafin AG 0.92% Add +11.1% 46,414 $2.6M
OpenArc Corporate Advisory, LLC 0.04% Add +32.0% 46,359 $2.6M
Cairn Investment Group, Inc. 1.29% Reduce -0.2% 46,350 $2.6M
Investment Management Corp of Ontario 0.03% Add +3.6% 46,244 $2.6M
Catalyst Funds Management Pty Ltd 0.44% New 46,200 $2.6M
Pacer Advisors, Inc. 0.01% Reduce -17.8% 45,750 $2.6M
Monarch Capital Management Inc. 0.62% Add +10.2% 45,576 $2.5M
Wealthfront Advisers LLC 0.01% Reduce -16.9% 45,571 $2.5M
Meridian Wealth Management, LLC 0.09% Reduce -15.3% 45,040 $2.5M
MML Investors Services, LLC 0.01% Add +4.8% 44,739 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% No change 44,588 $2.5M
Walleye Trading LLC 0.05% Reduce -63.8% 44,586 $2.5M
Robinson Value Management, Ltd. 1.38% Reduce -1.6% 44,278 $2.5M
Puzo Michael J 0.71% Reduce -28.0% 43,973 $2.5M
M&G PLC 0.01% Add +3.3% 43,651 $2.4M
Macquarie Group Ltd. 0.01% Reduce -77.3% 43,780 $2.4M
Montag A & Associates Inc. 0.11% Reduce -6.6% 42,021 $2.3M
Bahl & Gaynor LLC 0.01% Reduce -3.6% 41,651 $2.3M
Gulf International Bank (UK) Ltd 0.05% Add +46.0% 41,435 $2.3M
Chesley Taft & Associates LLC 0.10% Reduce -0.3% 41,238 $2.3M
ASR Vermogensbeheer N.V. 0.03% Add +1.6% 40,767 $2.3M
Legacy Private Trust Co. 0.14% Reduce -41.9% 40,567 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.0% 40,405 $2.3M
Osmosis Investment Management UK Ltd 0.06% Add +1.8% 40,204 $2.2M
Wellington Management Group LLP 0.00% Add +5.2% 40,184 $2.2M
Stoneridge Investment Partners LLC 1.61% No change 39,851 $2.2M
Federation des caisses Desjardins du Quebec 0.01% Add +7.2% 39,570 $2.2M
Savant Capital, LLC 0.01% Add +1.3% 39,534 $2.2M
Builder Investment Group Inc. 0.48% Reduce -10.4% 39,469 $2.2M
Truist Financial Corp. 0.00% Reduce -3.5% 39,288 $2.2M
Hills Bank & Trust Co 0.11% Reduce -5.4% 39,218 $2.2M
Vinva Investment Management Ltd 0.03% Reduce -9.0% 39,933 $2.2M
ZWJ Investment Counsel Inc. 0.08% Add +129.0% 38,901 $2.2M
Wasatch Advisors LP 0.01% Add +49.4% 38,837 $2.2M
Benjamin Edwards Inc. 0.02% Add +33.7% 38,205 $2.1M
Redmond Asset Management, LLC 0.57% Reduce -4.7% 37,715 $2.1M
Hunter Associates Investment Management LLC 0.27% Reduce -3.6% 37,190 $2.1M
Leonteq Securities AG 0.12% Add +5.6% 36,780 $2.1M
Harber Asset Management LLC 1.29% Reduce -77.0% 36,224 $2.0M
World Investment Advisors 0.03% Reduce -37.6% 35,590 $2.0M
Mork Capital Management, LLC 1.39% New 35,000 $2.0M
QRG Capital Management, Inc. 0.02% Add +86.2% 34,932 $1.9M
Murphy Pohlad Asset Management LLC 0.70% Add +40.1% 34,753 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +59.1% 34,700 $1.9M
Steinberg Asset Management LLC 1.25% Add +216.4% 34,586 $1.9M
Freestone Capital Holdings, LLC 0.06% Reduce -34.8% 34,407 $1.9M
Pinnacle Financial Partners, Inc. 0.01% Add +30.3% 33,973 $1.9M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -98.2% 33,795 $1.9M
Schroder Investment Management Group 0.00% Reduce -74.8% 33,747 $1.9M
Machina Capital S.A.S. 0.37% Add +5.9% 33,279 $1.9M
Core Alternative Capital 0.55% Add +114.8% 33,188 $1.9M
Occudo Quantitative Strategies LP 0.10% Reduce -35.5% 29,516 $1.8M
Norinchukin Bank, The 0.02% Add +0.0% 32,870 $1.8M
Callahan Advisors, LLC 0.15% Add +14.6% 32,838 $1.8M
GMO 0.00% New 32,736 $1.8M
Mizuho Securities USA LLC 0.04% Reduce -17.0% 32,516 $1.8M
Verdence Capital Advisors LLC 0.11% Add +53.7% 32,436 $1.8M
American Century Companies Inc. 0.00% Reduce -60.1% 32,161 $1.8M
Fisher Funds Management LTD 0.05% No change 32,022 $1.8M
Empowered Funds, LLC 0.01% New 31,767 $1.8M
Investment House LLC 0.09% New 31,535 $1.8M
Advisors Asset Management, Inc. 0.03% Reduce -24.8% 31,504 $1.8M
Albert D Mason Inc. 1.13% Add +56.2% 31,403 $1.8M
&partners 0.01% Add +2.7% 31,389 $1.8M
DF Dent & Co. Inc. 0.03% Reduce -3.4% 31,335 $1.7M
Maxi Investments CY Ltd 0.38% No change 31,288 $1.7M
Capital International Sarl 0.03% Add +303.2% 30,793 $1.7M
Hartford Investment Management Co. 0.05% Reduce -1.2% 30,696 $1.7M
Taylor Financial Group, Inc. 1.03% Add +9.5% 30,490 $1.7M
United Capital Financial Advisors, LLC 0.01% Add +2.8% 30,395 $1.7M
WP Advisors, LLC 0.44% New 30,307 $1.7M
HB Wealth Management, LLC 0.01% Add +18.0% 30,299 $1.7M
Integrated Wealth Concepts LLC 0.01% Add +96.4% 29,940 $1.7M
Oarsman Capital, Inc. 0.21% Reduce -3.0% 29,913 $1.7M
NewEdge Advisors, LLC 0.01% Add +7.5% 29,894 $1.7M
Sagewood Asset Management LP 0.52% Reduce -26.0% 29,785 $1.7M
AlphaGrep UK Ltd 0.49% Add +56.5% 29,586 $1.7M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.14% No change 29,423 $1.6M
Fairbanks Capital Management, Inc. 1.03% Add +4.1% 29,414 $1.6M
Advisory Services Network, LLC 0.02% Add +10.0% 29,393 $1.6M
Perennial Advisors, LLC 0.28% Reduce -6.6% 29,333 $1.6M
Bridges Investment Management Inc. 0.02% Add +3.0% 29,247 $1.6M
Summit Trail Advisors, LLC 0.02% Reduce -23.1% 29,159 $1.6M
Birch Capital Management, LLC 0.84% Add +36.9% 28,850 $1.6M
Community Bank, N.A. 0.19% Add +21.9% 28,130 $1.6M
Merit Financial Group, LLC 0.01% Add +35.1% 27,879 $1.6M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -54.1% 27,695 $1.5M
Brooklyn Investment Group 0.05% Add +15.4% 27,547 $1.5M
Atria Investments, Inc 0.02% Add +149.5% 27,526 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -0.4% 27,400 $1.5M
AG2R La Mondiale Gestion D'actifs 0.07% Add +6.2% 27,305 $1.5M
OMERS ADMINISTRATION Corp 0.01% Add +27.1% 27,186 $1.5M
Maryland State Retirement & Pension System 0.03% No change 27,115 $1.5M
Equitable Holdings, Inc. 0.01% Add +30.0% 22,547 $1.5M
LB Partners LLC 1.35% New 27,000 $1.5M
Bull Street Advisors, LLC 0.74% Reduce -10.0% 26,860 $1.5M
Guggenheim Capital LLC 0.01% Add +6.0% 26,861 $1.5M
Crossmark Global Holdings, Inc. 0.02% Reduce -11.4% 26,795 $1.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.8% 26,844 $1.5M
Eagle Rock Investment Company, LLC 0.22% Reduce -31.5% 26,581 $1.5M
Fulcrum Asset Management LLP 0.22% Add +6.6% 27,066 $1.5M
Oppenheimer & Co. Inc. 0.02% Reduce -6.9% 26,384 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -1.8% 26,076 $1.5M
Cascade Investment Advisors, Inc. 0.86% Add +23.9% 25,914 $1.4M
Readystate Asset Management LP 0.15% Add +280.4% 25,897 $1.4M
Sequoia Financial Advisors, LLC 0.01% Reduce -13.5% 25,696 $1.4M
Allianz Asset Management GmbH 0.00% Reduce -92.2% 25,588 $1.4M
New Mexico Educational Retirement Board 0.04% No change 25,516 $1.4M
SouthState Bank Corp 0.07% Reduce -0.2% 25,491 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -71.5% 25,388 $1.4M
Nexpoint Asset Management, L.P. 0.10% No change 25,000 $1.4M
CenterBook Partners LP 0.07% New 24,125 $1.3M
Fulton Bank, N.A. 0.05% Add +58.3% 24,106 $1.3M
Lido Advisors, LLC 0.01% Reduce -36.4% 24,099 $1.3M
National Bank of Canada 0.00% Add +21.4% 23,945 $1.3M
Fiduciary Trust Co 0.02% Reduce -10.6% 23,840 $1.3M
Numerai GP LLC 0.13% Reduce -52.4% 23,652 $1.3M
Legacy Financial Advisors, Inc. 0.18% Add +8.8% 23,471 $1.3M
Linden Thomas Advisory Services, LLC 0.13% Add +10.0% 23,415 $1.3M
Metis Global Partners, LLC 0.03% Reduce -9.4% 23,278 $1.3M
Brevan Howard Capital Management LP 0.01% Reduce -32.9% 23,277 $1.3M
Laurion Capital Management LP 0.13% New 23,171 $1.3M
Brighton Jones LLC 0.03% New 22,998 $1.3M
PEAK6 LLC 0.04% Add +326.0% 22,807 $1.3M
Bleakley Financial Group, LLC 0.02% Reduce -36.1% 22,646 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +0.8% 22,570 $1.3M
Bessemer Group Inc. 0.00% Add +7.8% 22,568 $1.3M
Kentucky Retirement Systems 0.09% Reduce -37.3% 21,296 $1.3M
LGT Group Foundation 0.02% Add +3.2% 22,139 $1.2M
Private Advisor Group, LLC 0.01% Add +28.5% 22,126 $1.2M
MUFG Securities EMEA plc 0.02% No change 22,050 $1.2M
Independent Advisor Alliance 0.01% Reduce -2.8% 22,000 $1.2M
Abn Amro Investment Solutions 0.02% Reduce -17.8% 21,487 $1.2M
Palouse Capital Management, Inc. 0.80% Add +2.9% 21,170 $1.2M
Glenmede Trust Co. NA 0.01% Add +39.6% 21,082 $1.2M
Avior Wealth Management, LLC 0.03% Add +16.5% 20,669 $1.2M
Elefante Mark B 0.63% Reduce -9.4% 20,616 $1.2M
Harbour Investments, Inc. 0.02% Add +72.7% 20,602 $1.1M
Nomura Holdings Inc. 0.01% Reduce -95.2% 20,566 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -18.4% 20,417 $1.1M
Anchor Investment Management, LLC 0.09% Reduce -29.1% 20,069 $1.1M
Illinois Municipal Retirement Fund 0.01% Reduce -15.6% 20,063 $1.1M
RBF Capital, LLC 0.05% Add +400.0% 20,000 $1.1M
Empirical Finance, LLC 0.05% Reduce -0.3% 19,974 $1.1M
Coldstream Capital Management Inc. 0.01% Add +60.5% 19,716 $1.1M
Banque Cantonale Vaudoise 0.04% Reduce -13.7% 19,715 $1.1M
Richard W. Paul & Associates, LLC 0.37% Reduce -0.8% 19,606 $1.1M
Stelac Advisory Services LLC 0.22% New 19,886 $1.1M
Chicago Capital, LLC 0.03% Reduce -0.6% 19,471 $1.1M
GAMMA Investing LLC 0.05% Reduce -9.6% 19,287 $1.1M
VARCOV Co. 0.40% New 19,265 $1.1M
MAI Capital Management 0.01% Add +6.1% 19,260 $1.1M
Cox Capital Mgt LLC 0.71% Add +3.8% 19,064 $1.1M
Farther Finance Advisors, LLC 0.01% Add +3.9% 19,103 $1.1M
Campbell Newman Asset Management Inc. 0.09% Reduce -0.1% 18,889 $1.1M
E. Ohman J:or Asset Management AB 0.03% Reduce -10.6% 18,781 $1.0M
Whitebox Advisors LLC 0.06% Add +22.2% 18,702 $1.0M
Siemens Fonds Invest GmbH 0.06% Reduce -0.1% 18,642 $1.0M
Brown Advisory Inc. 0.00% Reduce -40.7% 18,494 $1.0M
Clearstead Advisors, LLC 0.01% Reduce -6.1% 18,156 $1.0M
Tectonic Advisors LLC 0.05% Add +28.6% 18,151 $1.0M
Ssa Swiss Advisors AG 0.47% No change 18,295 $1.0M
Concurrent Investment Advisors, LLC 0.01% Add +5.8% 17,712 $988K
Argent Trust Co 0.03% Reduce -7.1% 17,636 $984K
Glenview Trust Co 0.02% Reduce -14.8% 17,591 $982K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -0.9% 17,540 $979K
Patton Albertson Miller Group, LLC 0.12% Reduce -16.3% 17,503 $977K
Fairtree Asset Management (Pty) Ltd 0.44% Reduce -8.6% 17,351 $968K
HM Payson & Co. 0.01% Reduce -1.7% 17,303 $966K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 17,210 $960K
Fragasso Financial Advisors Inc 0.06% New 17,020 $959K
Wealthedge Investment Advisors, LLC 0.35% Add +11.8% 17,170 $958K
Cambient Family Office, LLC 0.13% Add +1.7% 17,096 $954K
Nicollet Investment Management, Inc. 0.33% Reduce -2.5% 17,066 $952K
Intrepid Capital Management Inc. 0.45% No change 17,038 $951K
Ellenbecker Investment Group 0.13% Reduce -1.8% 16,988 $948K
Praxis Investment Management Inc. 0.06% Add +23.1% 16,942 $945K
Sanctuary Advisors, LLC 0.01% Add +14.1% 16,908 $943K
Diversified Trust Co. 0.02% Add +10.1% 16,884 $942K
Evergreen Capital Management LLC 0.02% Add +111.6% 16,600 $926K
Dempze Nancy E 0.51% Reduce -19.5% 16,520 $922K
Ceeto Capital Group, LLC 0.28% Reduce -5.8% 16,400 $915K
North Star Investment Management Corp. 0.06% Reduce -0.0% 16,347 $912K
Woodley Farra Manion Portfolio Management Inc. 0.04% Reduce -47.0% 16,260 $907K
Havemeyer Place LP 0.10% Reduce -71.0% 16,163 $902K
Cannon Capital Management, Inc. 0.73% New 16,112 $899K
AMG National Trust Bank 0.02% Add +6.7% 16,020 $894K
Park Avenue Securities LLC 0.01% Add +196.4% 15,869 $885K
Krane Funds Advisors LLC 0.04% Add +17.4% 15,500 $874K
Argyle Capital Management, LLC 0.28% No change 15,614 $871K
Independence Bank of Kentucky 0.11% Add +45.5% 15,575 $869K
Indiana Trust & Investment Management Co 0.27% Reduce -11.3% 15,506 $865K
Portfolio Design Labs, LLC 0.15% Add +61.7% 15,491 $864K
Webster Bank, N. A. 0.08% Reduce -20.3% 15,479 $864K
North Dakota State Investment Board 0.04% Reduce -16.6% 15,470 $863K
Quantitative Investment Management, LLC 0.09% Reduce -72.6% 15,452 $862K
Panagora Asset Management Inc. 0.00% No change 15,397 $859K
New Age Alpha Advisors, LLC 0.04% New 15,296 $854K
Trinity Financial Advisors LLC 0.24% Add +64.0% 15,283 $853K
Counterpoint Mutual Funds LLC 0.13% Reduce -72.0% 15,281 $853K
Hantz Financial Services, Inc. 0.01% Add +17.1% 15,257 $851K
Saxon Interests, Inc. 0.29% New 15,215 $849K
Orion Porfolio Solutions, LLC 0.01% Reduce -12.9% 15,200 $848K
Choate Investment Advisors 0.02% Reduce -60.0% 15,105 $843K
Ascent Group, LLC 0.03% Add +67.2% 15,039 $839K
Ami Investment Management Inc. 0.19% Reduce -12.7% 14,886 $831K
Mufg Securities Americas Inc. 0.05% Add +2.7% 14,883 $830K
Peddock Capital Advisors, LLC 0.18% Reduce -11.7% 14,880 $830K
Morningstar Investment Management LLC 0.05% Add +11.3% 14,762 $824K
Retirement Planning Co of New England, Inc. 0.33% Add +89.5% 14,688 $820K
Syon Capital LLC 0.04% Add +3.0% 14,666 $818K
Securian Asset Management, Inc. 0.03% Reduce -0.7% 14,525 $810K
Baader Bank Aktiengesellschaft 0.08% Add +90.8% 14,539 $809K
SteelPeak Wealth, LLC 0.03% New 14,464 $807K
Berger Financial Group, Inc 0.04% Reduce -15.1% 14,282 $797K
Atlantic Edge Private Wealth Management, LLC 0.20% Reduce -5.4% 14,270 $796K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 14,236 $794K
J. Safra Sarasin Holding AG 0.01% Add +1.6% 14,189 $791K
Lombard Odier Asset Management (Switzerland) SA 0.03% Reduce -9.7% 13,778 $769K
Principal Securities, Inc. 0.01% Add +27.3% 13,745 $767K
Integral Investment Advisors, Inc. 0.19% Reduce -50.0% 13,645 $761K
V-Square Quantitative Management LLC 0.08% Reduce -1.3% 13,461 $751K
Central Pacific Bank - Trust Division 0.10% Add +0.8% 13,425 $749K
Focus Financial Network, Inc. 0.03% Add +2.5% 13,389 $747K
Mystic Asset Management, Inc. 0.17% Add +74.9% 13,365 $746K
Hardy Reed LLC 0.05% No change 13,278 $741K
U.S. Capital Wealth Advisors, LLC 0.02% Add +42.2% 13,275 $741K
Waverly Advisors, LLC 0.01% Add +11.3% 13,228 $738K
Wilmington Savings Fund Society, FSB 0.02% Reduce -30.7% 13,207 $737K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -3.7% 13,140 $733K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.2% 13,087 $730K
John G Ullman & Associates Inc. 0.10% Add +75.6% 13,083 $730K
Cantor Fitzgerald, L. P. 0.03% New 13,000 $725K
WESCAP Management Group, Inc. 0.14% Reduce -0.8% 12,985 $725K
Spirepoint Private Client, LLC 0.07% Add +0.1% 12,945 $722K
ICW Investment Advisors LLC 0.26% Add +18.2% 12,833 $716K
Sterling Capital Management LLC 0.01% Reduce -19.9% 12,737 $711K
Investment Research Partners LLC 0.29% Add +24.1% 12,641 $705K
Citizens Financial Group Inc. 0.01% Add +17.6% 12,604 $703K
Alps Advisors Inc. 0.00% Add +0.9% 12,556 $701K
Allworth Financial LP 0.00% Add +53.6% 12,522 $699K
Rothschild Wealth LLC 0.06% New 12,391 $691K
EP Wealth Advisors, LLC 0.00% Reduce -26.6% 12,375 $691K
Wealth Enhancement Trust Services, Inc. 0.08% Reduce -16.6% 12,322 $688K
Palisade Asset Management, LLC 0.07% Reduce -0.7% 12,266 $684K
Polymer Capital Management (US) LLC 0.10% Reduce -34.3% 12,218 $682K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -39.7% 12,193 $680K
Ramsay, Stattman, Vela & Price, Inc. 0.13% Reduce -2.1% 12,163 $679K
Matters Capital LLC 0.60% Add +100.0% 12,144 $678K
LSV Asset Management 0.00% Add +0.5% 12,083 $674K
Prelude Capital Management, LLC 0.05% Reduce -40.6% 12,000 $670K
Notis-McConarty Edward 0.33% Reduce -65.7% 11,965 $668K
Kovack Advisors, Inc. 0.04% Reduce -0.7% 12,006 $666K
Sawyer & Company, Inc 0.26% Reduce -1.3% 11,905 $664K
Banco Santander, S.A. 0.01% Reduce -64.0% 11,875 $663K
Dakota Wealth Management 0.01% Add +264.0% 11,844 $661K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +11.4% 11,738 $655K
Positano Wealth Management Ltd 0.48% Reduce -2.8% 11,728 $654K
Jefferies Financial Group Inc. 0.01% Reduce -1.3% 11,725 $654K
Abundance Wealth Counselors 0.09% Add +19.5% 11,705 $653K
Chicago Partners Investment Group LLC 0.01% Add +32.3% 10,279 $650K
Meeder Advisory Services, Inc. 0.03% Reduce -10.3% 11,601 $647K
Los Angeles Capital Management LLC 0.00% Add +370.3% 11,528 $643K
Jackson Hole Capital Partners, LLC 0.11% Add +1.5% 11,513 $642K
Penobscot Investment Management Company, Inc. 0.05% No change 11,432 $638K
Annex Advisory Services, LLC 0.01% Reduce -12.5% 11,350 $633K
Wealthspire Advisors, LLC 0.00% Add +8.5% 11,287 $630K
Rehmann Capital Advisory Group 0.03% Add +2.6% 11,203 $625K
Peapack Gladstone Financial Corp. 0.01% Add +15.0% 11,160 $622K
Convergence Financial, LLC 0.07% Add +4.8% 11,042 $616K
Ballentine Partners, LLC 0.01% Add +102.9% 10,829 $604K
Focus Partners Advisor Solutions, LLC 0.01% Add +254.5% 10,788 $602K
Flagship Harbor Advisors, LLC 0.03% Add +13.3% 10,775 $601K
NLB Skladi, upravljanje premozenja, d.o.o. 0.03% Reduce -37.9% 10,757 $600K
Fayez Sarofim & Co 0.00% Reduce -15.0% 10,753 $600K
Regions Financial Corp. 0.00% Reduce -24.0% 10,669 $595K
Premier Path Wealth Partners, LLC 0.08% Reduce -25.2% 10,660 $595K
Mission Wealth Management, LP 0.01% Add +2.4% 10,616 $592K
Power Wealth Management LLC 0.22% Reduce -0.1% 10,596 $591K
Howland Capital Management LLC 0.02% Reduce -7.5% 10,583 $591K
Walleye Capital LLC 0.00% Reduce -97.3% 10,562 $589K
Vestcor Inc 0.02% No change 10,554 $589K
Transcend Capital Advisors, LLC 0.05% Add +163.6% 10,499 $586K
Brown Brothers Harriman & Co. 0.00% Add +38.0% 10,461 $584K
Steward Partners Investment Advisory, LLC 0.00% Reduce -83.1% 10,413 $581K
Boomfish Wealth Group, LLC 0.31% Reduce -0.2% 10,359 $578K
Capital City Trust Co. 0.13% Reduce -44.4% 10,327 $576K
Kendall Capital Management 0.12% Reduce -3.5% 10,293 $574K
SlateStone Wealth, LLC 0.05% Add +97.9% 10,274 $573K
Baxter Bros Inc. 0.07% Reduce -25.6% 10,230 $571K
AdvisorNet Financial, Inc 0.03% Reduce -1.4% 10,228 $571K
Belpointe Asset Management LLC 0.02% Add +176.2% 10,205 $569K
Tema ETFs LLC 0.04% Add +2.1% 10,164 $567K
Ninety One SA (Pty) Ltd 0.02% New 10,098 $563K
Scharf Investments, LLC 0.02% Reduce -28.8% 9,995 $558K
OneDigital Investment Advisors LLC 0.01% Add +21.3% 9,952 $555K
First Heartland Consultants, Inc. 0.04% New 9,927 $554K
EverSource Wealth Advisors, LLC 0.02% Add +41.7% 9,903 $553K
Circle Wealth Management, LLC 0.01% Add +18.8% 9,849 $550K
Provident Investment Management, Inc. 0.05% Reduce -27.9% 9,805 $547K
Alpha Wealth Funds, LLC 0.39% Add +92.3% 10,000 $545K
Avanza Fonder AB 0.01% Add +1.7% 9,714 $542K
Signaturefd, LLC 0.01% Reduce -14.6% 9,699 $541K
Canada Post Corp Registered Pension Plan 0.02% Reduce -31.5% 9,588 $535K
Horizon Investments, LLC 0.01% Add +4.7% 9,541 $532K
Commerzbank Aktiengesellschaft 0.01% Add +58.8% 9,535 $532K
Parrish Capital LLC 0.47% Add +21.5% 9,520 $531K
Capital Investment Counsel, LLC 0.07% No change 9,443 $527K
Pinnacle Associates Ltd. 0.01% Reduce -35.9% 9,354 $522K
AE Wealth Management LLC 0.00% Add +10.3% 9,349 $522K
Mutual Advisors, LLC 0.01% Add +38.1% 9,330 $521K
SFE Investment Counsel 0.08% Reduce -69.5% 9,285 $518K
Bokf, NA 0.01% Add +0.4% 9,252 $516K
Arax Advisory Partners 0.01% Add +3.1% 9,217 $514K
Procyon Advisors, LLC 0.03% Add +57.6% 9,151 $511K
Heritage Trust Co 0.05% Reduce -1.1% 9,146 $510K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 9,073 $506K
Cresset Asset Management, LLC 0.00% Reduce -25.4% 9,058 $505K
Jacobi Capital Management LLC 0.03% Add +23.4% 9,012 $503K
Aaron Wealth Advisors LLC 0.03% Reduce -43.4% 8,999 $502K
Cooper Financial Group 0.05% Reduce -0.7% 8,972 $501K
TCW Group Inc. 0.00% Add +1.8% 8,926 $498K
Eads & Heald Wealth Management 0.25% Reduce -16.3% 8,908 $497K
Chiron Capital Management, LLC 0.51% — 8,902 $497K
Composition Wealth, LLC 0.01% Add +15.1% 8,885 $496K
Legacy Advisors, LLC 0.06% Add +1.9% 8,820 $492K
Factory Mutual Insurance Co. 0.01% No change 8,800 $491K
Parallel Advisors, LLC 0.01% Reduce -27.5% 8,783 $490K
Evolve Private Wealth, LLC 0.03% New 8,779 $490K
Key Financial Inc 0.09% No change 8,759 $489K
Johnson Financial Group, Inc. 0.02% Reduce -17.1% 8,695 $485K
Apollon Wealth Management, LLC 0.01% Add +6.8% 8,617 $481K
Lazari Capital Management, Inc. 0.17% Add +50.9% 8,543 $477K
Abacus Planning Group, Inc. 0.06% Reduce -0.2% 8,459 $472K
Patriot Financial Group Insurance Agency, LLC 0.03% New 8,380 $468K
Krilogy Financial LLC 0.02% Add +52.0% 7,485 $467K
LS Investment Advisors, LLC 0.07% Reduce -87.3% 8,349 $466K
Wayfinding Financial, LLC 0.20% Add +0.1% 8,333 $464K
LRT Capital Management, LLC 0.43% Add +32.1% 8,263 $461K
Abacus Wealth Partners, LLC 0.04% Add +4.9% 8,234 $459K
Moran Wealth Management, LLC 0.01% Reduce -16.0% 8,204 $458K
Vise Technologies, Inc. 0.01% No change 6,744 $453K
Edmp, Inc. 0.37% New 8,102 $452K
Pflug Koory, LLC 0.21% No change 8,092 $452K
Gateway Investment Advisers LLC 0.01% New 8,064 $450K
Teacher Retirement System of Texas 0.00% Reduce -91.8% 8,062 $450K
Ridgepath Capital Management LLC 0.22% Add +10.5% 7,994 $446K
Beck Mack & Oliver LLC 0.01% Reduce -80.7% 7,955 $444K
RD Finance Ltd 0.50% No change 7,940 $443K
Bull Harbor Capital LLC 0.12% — 7,873 $439K
Nilsine Partners, LLC 0.03% Reduce -2.5% 7,154 $438K
Capstone Investment Advisors, LLC 0.00% Reduce -77.2% 7,855 $438K
Van Eck Associates Corp. 0.00% Reduce -72.5% 7,846 $438K
Trace Wealth Advisors, LLC 0.33% New 7,815 $436K
Dean Investment Associates, LLC 0.06% Add +119.9% 7,794 $435K
Spartan Wealth Advisory Services LLC 0.04% — 7,779 $434K
Moors & Cabot, Inc. 0.02% Reduce -22.3% 7,753 $433K
SkyView Investment Advisors, LLC 0.06% Add +9.5% 7,722 $432K
Brookstone Capital Management 0.00% Reduce -14.1% 7,739 $432K
Prime Capital Investment Advisors, LLC 0.01% Reduce -23.9% 7,712 $430K
Arkadios Wealth Advisors 0.01% Add +0.1% 7,691 $429K
Baker Avenue Asset Management, LP 0.01% Add +28.4% 7,688 $429K
Intelligence Driven Advisers, LLC 0.07% Reduce -0.0% 7,674 $428K
IHT Wealth Management, LLC 0.01% Add +0.3% 7,656 $427K
Kerrisdale Advisers, LLC 0.16% No change 7,630 $426K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -4.8% 7,593 $424K
GFS Advisors, LLC 0.03% New 6,365 $420K
Radnor Capital Management, LLC 0.06% No change 7,524 $420K
Greenleaf Trust 0.00% Add +20.3% 7,480 $417K
Harbor Investment Advisory, LLC 0.03% Reduce -14.0% 7,446 $415K
Rothschild Investment LLC 0.02% Add +322.3% 7,348 $410K
Addison Advisors LLC 0.09% Reduce -0.6% 7,322 $409K
Frec Markets, Inc. 0.07% New 7,313 $408K
Williams Jones Wealth Management, LLC. 0.01% No change 7,302 $407K
Mill Creek Capital Advisors, LLC 0.01% Add +0.2% 7,198 $402K
Malaga Cove Capital, LLC 0.14% Reduce -2.9% 7,161 $400K
Caldwell Investment Management Ltd. 0.16% New 7,300 $399K
Aigen Investment Management, LP 0.10% Reduce -71.8% 7,122 $397K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% Add +1.9% 7,111 $397K
Landaas & Co. /Wi 0.09% Reduce -9.1% 7,089 $396K
Hennessy Advisors Inc. 0.01% Reduce -12.5% 7,000 $391K
Operose Advisors LLC 0.09% Reduce -17.3% 6,994 $390K
Haverford Trust Co 0.00% Reduce -5.1% 6,982 $390K
NorthCoast Asset Management LLC 0.01% Reduce -1.1% 6,895 $385K
Mendel Money Management 0.16% Reduce -17.1% 6,870 $383K
Legend Financial Advisors, Inc. 0.25% No change 6,844 $382K
Savvy Advisors, Inc. 0.01% Add +98.1% 6,834 $381K
Purkiss Capital Advisors LLC 0.17% Reduce -4.4% 6,805 $380K
Spinnaker Trust 0.02% Reduce -7.4% 6,755 $377K
Cheviot Value Management, LLC 0.04% Reduce -0.1% 6,710 $374K
Cowa, LLC 0.11% Add +32.3% 6,700 $374K
First Horizon Corp. 0.02% Reduce -3.7% 6,693 $373K
First National Trust Co 0.01% Reduce -44.7% 6,669 $372K
Wesbanco Bank Inc. 0.01% Reduce -4.8% 6,667 $372K
Chemistry Wealth Management LLC 0.07% Add +114.3% 6,666 $372K
Ifrah Financial Services, Inc. 0.10% Reduce -15.7% 6,597 $368K
Old National Bancorp 0.01% Add +0.6% 6,580 $367K
Dorato Capital Management 0.27% No change 6,477 $367K
Wisconsin Capital Management LLC 0.20% Reduce -38.4% 6,530 $364K
HBK Sorce Advisory LLC 0.01% Add +20.7% 6,561 $364K
Duncker Streett & Co. Inc. 0.07% Reduce -22.9% 6,495 $362K
Storgate, LLC 0.28% Add +1.4% 6,487 $362K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -42.7% 6,472 $361K
Tocqueville Asset Management L.P. 0.01% Reduce -37.6% 6,454 $360K
Johnson Investment Counsel Inc. 0.00% Reduce -19.6% 6,422 $358K
Oasis Advisors, LLC 0.07% New 6,420 $358K
Townsquare Capital LLC 0.08% Reduce -9.4% 6,405 $357K
Moody National Bank Trust Division 0.03% Add +3.3% 6,399 $357K
Mirabella Financial Services LLP 0.04% Reduce -9.3% 6,383 $356K
Oslo Pensjonsforsikring AS 0.06% — 6,377 $356K
PFG Investments, LLC 0.02% Add +53.4% 6,348 $354K
Evoke Wealth, LLC 0.01% New 6,348 $354K
Kera Capital Partners, Inc. 0.04% Reduce -3.9% 6,335 $353K
Trust Asset Management LLC 0.03% No change 6,318 $353K
Erste Asset Management GmbH 0.00% Reduce -13.9% 6,430 $351K
Cozad Asset Management Inc. 0.03% Reduce -8.1% 6,268 $350K
Cary Street Partners Financial LLC 0.01% Reduce -51.0% 6,261 $349K
Stratos Wealth Partners, LTD. 0.00% Add +20.4% 6,256 $349K
Legacy Trust 0.07% Reduce -0.5% 6,236 $348K
Advisory Alpha, LLC 0.01% Add +37.6% 6,226 $347K
BankPlus Trust Department 0.09% No change 6,220 $347K
CoreFirst Bank & Trust 0.18% No change 6,200 $346K
Blackstone Inc. 0.00% New 6,168 $344K
Beacon Pointe Advisors, LLC 0.00% Add +33.7% 6,132 $342K
Roberts Glore & Co. Inc. 0.09% Add +1.9% 6,131 $342K
GM Advisory Group, LLC 0.01% Reduce -14.8% 6,129 $342K
Mgo One Seven LLC 0.01% Reduce -86.4% 6,081 $339K
TrueWealth Advisors, LLC 0.09% Add +71.4% 6,057 $338K
Legacy Wealth Asset Management, LLC 0.08% Add +48.9% 5,989 $334K
Arcataur Capital Management LLC 0.09% Reduce -2.4% 5,977 $334K
Personal Cfo Solutions, LLC 0.05% Add +20.0% 5,949 $332K
Inscription Capital, LLC 0.03% Reduce -15.4% 5,936 $331K
Diversified Management Inc. 0.06% Add +4.5% 5,934 $331K
Elevation Point Wealth Partners, LLC 0.01% Add +27.8% 5,915 $330K
Soltis Investment Advisors LLC 0.02% Add +28.0% 5,911 $330K
Level Four Advisory Services, LLC 0.01% Reduce -53.9% 5,881 $328K
Advyzon Investment Management, LLC 0.03% Reduce -36.8% 5,868 $327K
Beacon Bridge Wealth Partners, LLC 0.11% Reduce -25.3% 5,844 $326K
Nicolet Bankshares Inc. 0.01% Add +51.3% 5,878 $326K
Employees Retirement System of Texas 0.00% No change 5,815 $324K
Flywheel Private Wealth LLC 0.18% New 5,800 $324K
Tower Research Capital LLC (TRC) 0.01% Reduce -81.2% 5,782 $323K
UMB Bank, n.a. 0.00% Reduce -41.5% 5,753 $321K
Plan A Wealth LLC 0.15% Add +19.9% 5,725 $319K
Barnett & Company, Inc. 0.25% Add +8.6% 5,700 $318K
Ostrum Asset Management 0.02% Reduce -53.4% 5,591 $312K
Flagship Wealth Advisors, LLC 0.13% New 1,805 $311K
Cidel Asset Management Inc. 0.02% New 5,548 $309K
Capital Investment Counsel, Inc 0.04% Add +14.5% 5,500 $307K
Boston Common Asset Management, LLC 0.02% Reduce -5.0% 5,495 $307K
Newman Dignan & Sheerar, Inc. 0.06% Reduce -25.9% 5,475 $306K
City State Bank 0.08% Add +23.1% 5,460 $305K
Clark Asset Management, LLC 0.03% Add +1.2% 5,460 $305K
Vestmark Advisory Solutions, Inc. 0.00% Add +17.0% 5,413 $302K
DGS Capital Management, LLC 0.05% New 5,391 $301K
Waddell & Associates, LLC 0.02% New 5,370 $300K
US Asset Management LLC 0.26% Add +0.2% 5,363 $299K
Pitcairn Wealth Advisors LLC 0.03% No change 4,446 $299K
United Community Bank 0.10% Add +2387.9% 5,349 $298K
CTC Alternative Strategies, Ltd. 0.67% New 5,300 $296K
Keeler Thomas Management LLC 0.12% Add +26.4% 5,285 $295K
Moneta Group Investment Advisors LLC 0.00% Reduce -0.6% 5,271 $294K
Modera Wealth Management, LLC 0.00% Add +0.8% 5,270 $294K
Kingsview Wealth Management, LLC 0.00% Reduce -36.0% 5,257 $293K
LVM Capital Management Ltd. 0.03% No change 5,250 $293K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.15% No change 5,200 $290K
Envestnet Portfolio Solutions, Inc. 0.00% Add +22.6% 5,195 $290K
Agate Pass Investment Management, LLC 0.11% Reduce -60.8% 5,194 $290K
Fifth Third Wealth Advisors LLC 0.01% Add +0.3% 5,178 $289K
GTS Securities LLC 0.01% Reduce -26.9% 5,141 $287K
Institute for Wealth Management, LLC. 0.03% Reduce -1.0% 5,119 $286K
Wedbush Securities Inc. 0.01% Reduce -4.9% 5,101 $285K
Cornerstone Wealth Group, LLC 0.02% Reduce -10.4% 4,499 $285K
Smartleaf Asset Management LLC 0.01% Reduce -14.8% 5,201 $284K
Wedmont Private Capital 0.01% Reduce -23.4% 5,006 $283K
DAVENPORT & Co LLC 0.00% Reduce -22.9% 5,064 $283K
CCM Investment Advisers LLC 0.03% Reduce -31.2% 5,055 $282K
Cigna Investments Inc. 0.04% Reduce -3.2% 5,048 $282K
JBF Capital, Inc. 0.04% Add +25.0% 5,000 $279K
Eukles Asset Management 0.12% Reduce -35.6% 4,981 $278K
Burney Co./ 0.01% Reduce -13.2% 4,966 $277K
Sierra Legacy Group 0.21% Reduce -44.9% 4,950 $276K
Smithfield Trust Co 0.01% Reduce -9.0% 4,913 $274K
Ameritas Investment Partners, Inc. 0.01% No change 4,814 $269K
Parallax Volatility Advisers, L.P. 0.01% New 4,226 $267K
Great Diamond Partners, LLC 0.05% Add +4.2% 4,770 $266K
Resonant Capital Advisors, LLC 0.01% Reduce -6.3% 4,733 $264K
JBGlobal.com LLC 0.26% Add +3.2% 4,717 $263K
Journey Strategic Wealth LLC 0.01% Add +11.6% 4,713 $263K
Middleton & Co. Inc. 0.03% Reduce -44.2% 4,673 $261K
Busey Bank 0.01% Reduce -36.0% 4,641 $259K
Profund Advisors LLC 0.01% Reduce -17.2% 4,632 $258K
Independent Financial Group, LLC 0.01% Add +7.2% 4,621 $258K
State of Wyoming 0.03% Add +18.3% 4,583 $256K
Journey Advisory Group, LLC 0.02% No change 4,576 $255K
Certified Advisory Corp 0.02% Reduce -3.9% 4,563 $255K
Smith, Moore & Co. 0.02% Reduce -22.9% 4,561 $255K
Verition Fund Management LLC 0.00% Reduce -98.1% 4,508 $252K
GAMCO Investors 0.00% Reduce -45.8% 4,490 $251K
Strategic Financial Concepts, LLC 0.06% New 4,485 $250K
CENTRAL TRUST Co 0.00% Reduce -26.1% 4,461 $249K
Perigon Wealth Management, LLC 0.00% Add +18.4% 4,450 $248K
Okabena Investment Services Inc. 0.05% Reduce -0.1% 4,448 $248K
Caldwell Trust Co 0.02% No change 4,445 $248K
L. Roy Papp & Associates, LLP 0.03% Reduce -55.7% 4,442 $248K
Michels Family Financial, LLC 0.18% Reduce -3.9% 4,440 $248K
Avail Investment Partners, LLC 0.26% — 4,401 $246K
Brown, Lisle/Cummings, Inc. 0.06% Reduce -40.4% 4,302 $240K
Ellis Investment Partners, LLC 0.04% Reduce -0.1% 4,288 $239K
Quarry LP 0.05% New 4,272 $238K
Forbes J M & Co. LLP 0.02% Reduce -2.0% 4,258 $238K
Caliber Wealth Management, LLC / KS 0.03% Reduce -67.0% 4,244 $237K
Catalyst Financial Partners LLC 0.03% New 4,238 $236K
Bath Savings Trust Co 0.03% Reduce -61.9% 4,237 $236K
Pallas Capital Advisors LLC 0.01% New 4,237 $236K
Ellevest, Inc. 0.03% Reduce -39.7% 4,210 $235K
Stonebridge Capital Advisors LLC 0.02% Reduce -0.2% 4,155 $232K
Chilton Investment Co. Inc. 0.01% No change 4,149 $232K
Kintra Wealth, LLC 0.02% New 4,145 $231K
Sargent Investment Group, LLC 0.03% Reduce -13.1% 4,130 $230K
HUB Investment Partners, LLC 0.01% Add +23.1% 4,121 $230K
NorthCrest Asset Manangement, LLC 0.01% Reduce -2.9% 4,092 $230K
Quadrant Capital Group LLC 0.01% Add +19.3% 4,113 $230K
Alan B Lancz & Associates, Inc. 0.22% Add +20.6% 4,100 $229K
Perkins Coie Trust Co 0.04% No change 4,100 $229K
N.E.W. Advisory Services LLC 0.02% Reduce -38.8% 4,068 $227K
St Germain D J Co. Inc. 0.01% Reduce -2.3% 4,059 $226K
Sagespring Wealth Partners, LLC 0.00% Reduce -50.1% 4,057 $226K
Integrated Advisors Network LLC 0.01% New 4,052 $226K
Carnegie Lake Advisors LLC 0.09% No change 4,050 $226K
Vista Capital Partners, Inc. 0.02% Add +0.8% 4,042 $226K
Boston Trust Walden Corp 0.00% No change 4,035 $225K
Parsons Capital Management Inc. 0.01% Reduce -25.4% 4,020 $224K
Ipsen Advisor Group LLC 0.16% No change 4,000 $223K
Southeastern Asset Management Inc. 0.01% No change 3,990 $223K
Boston Family Office LLC 0.01% Reduce -23.2% 3,972 $222K
Drive Wealth Management, LLC 0.05% Reduce -32.6% 3,964 $221K
Central Bank & Trust Co. 0.03% Reduce -5.2% 3,955 $221K
Essex Financial Services, Inc. 0.01% New 3,940 $220K
Ameritas Advisory Services, LLC 0.01% Reduce -31.4% 3,927 $219K
LMR Partners LLP 0.00% New 3,922 $219K
B. Riley Wealth Advisors, Inc. 0.01% Add +3.9% 4,012 $219K
Rexford Capital Inc. 0.16% No change 3,909 $218K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -5.2% 3,905 $218K
Steph & Co. 0.06% Add +51.9% 3,895 $217K
Stephens Inc. 0.00% New 3,878 $216K
Eaton Financial Holdings Company, LLC 0.07% Reduce -9.4% 3,875 $216K
Madrona Financial Services, LLC 0.05% Reduce -1.2% 3,860 $215K
Capital Investment Advisors, LLC 0.00% Reduce -3.0% 3,830 $214K
GenTrust, LLC 0.01% New 3,826 $213K
Western Wealth Management, LLC 0.01% Reduce -0.6% 3,799 $212K
Whittier Trust Co. 0.00% Add +10.8% 3,757 $212K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -9.5% 3,356 $211K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -30.4% 3,775 $211K
Boit C F David 0.09% No change 3,750 $209K
Citizens National Bank Trust Department 0.03% No change 3,750 $209K
Koshinski Asset Management, Inc. 0.01% Add +11.1% 3,738 $209K
Caerus Investment Advisors, LLC 0.09% New 3,736 $208K
Sepio Capital, LP 0.01% Reduce -15.4% 3,720 $208K
VestGen Advisors, LLC 0.01% Reduce -17.8% 3,779 $207K
Secure Asset Management, LLC 0.03% Reduce -15.4% 3,713 $207K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -70.0% 3,717 $207K
Childress Capital Advisors, LLC 0.04% New 3,684 $206K
Beese Fulmer Investment Management, Inc. 0.01% New 3,676 $205K
Downshift Financial, LLC 0.11% New 3,309 $204K
Supplemental Annuity Collective Trust of NJ 0.06% New 3,642 $203K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -29.7% 3,636 $203K
Westbourne Investment Advisors, Inc. 0.06% No change 3,634 $203K
Clear Harbor Asset Management, LLC 0.01% Reduce -0.7% 3,629 $202K
Parkside Financial Bank & Trust 0.02% Add +21.5% 3,623 $202K
Ridgewood Investments LLC 0.08% — 3,587 $200K
AlphaCore Capital LLC 0.00% Reduce -21.2% 3,538 $197K
Venturi Wealth Management, LLC 0.01% Reduce -61.3% 3,525 $197K
LOM Asset Management Ltd 0.06% Reduce -55.3% 3,481 $194K
MCF Advisors LLC 0.01% Add +1187.3% 3,450 $193K
Global X Japan Co., Ltd. 0.01% New 3,412 $190K
Citadel Investment Advisory, Inc. 0.09% Reduce -4.3% 3,399 $190K
Nemes Rush Group LLC 0.02% Add +12.5% 3,321 $185K
Alerus Financial NA 0.01% Add +2540.0% 3,300 $184K
Hazlett, Burt & Watson, Inc. 0.06% Reduce -13.7% 3,184 $180K
Clearstead Trust, LLC 0.03% No change 3,166 $177K
NBT Bank, N.A. 0.01% Reduce -17.9% 3,128 $175K
Hara Capital LLC 0.08% Add +81.6% 3,020 $169K
Pavaki Capital Management LLC 0.12% No change 3,000 $167K
FNY Investment Advisers, LLC 0.07% Reduce -63.9% 3,000 $167K
International Assets Investment Management, LLC 0.01% Reduce -26.7% 3,010 $167K
Larson Financial Group LLC 0.01% Add +0.2% 2,926 $163K
Westpac Banking Corp. 0.01% Reduce -25.8% 2,734 $153K
Vanguard National Trust Co 0.01% — 2,680 $150K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -18.7% 2,609 $147K
TIAA Wealth Investment Management LLC 0.00% — 2,620 $146K
Manchester Capital Management LLC 0.02% Add +3.4% 2,586 $144K
Salem Investment Counselors Inc. 0.00% New 2,552 $142K
Geneos Wealth Management Inc. 0.00% Add +20.6% 2,512 $140K
Edmond DE Rothschild Holding S.A. 0.00% No change 2,500 $140K
Mark Sheptoff Financial Planning, LLC 0.07% No change 2,376 $136K
Versant Capital Management, Inc 0.01% Reduce -12.4% 2,430 $136K
Sunbelt Securities, Inc. 0.01% Add +10.4% 2,290 $128K
CX Institutional 0.00% Reduce -97.6% 2,186 $122K
Cassaday & Co Wealth Management LLC 0.00% New 2,121 $120K
Deseret Mutual Benefit Administrators 0.04% Add +209.6% 2,136 $119K
Colonial Trust Co / SC 0.02% Reduce -1.9% 2,127 $119K
Heritage Wealth Advisors 0.00% No change 2,035 $114K
Investment Counsel Co. of Nevada 0.25% No change 2,000 $112K
Castleark Management LLC 0.00% No change 2,000 $112K
Albion Financial Group 0.01% Reduce -97.8% 1,974 $110K
Centaurus Financial, Inc. 0.01% Reduce -24.4% 1,928 $108K
Transamerica Financial Advisors, LLC 0.01% Add +90.5% 1,935 $108K
TrinityBridge Ltd 0.00% Reduce -38.2% 1,804 $101K
Board of the Pension Protection Fund 0.09% Add +6.3% 1,700 $95K
Union Savings Bank 0.04% No change 1,700 $95K
Blue Trust, Inc. 0.00% Reduce -26.4% 1,667 $93K
Skylands Capital, LLC 0.01% New 1,600 $89K
Basecamp Wealth Advisors LLC 0.02% Add +5.6% 1,548 $86K
Truvestments Capital LLC 0.02% Add +81.3% 1,525 $85K
Old Second National Bank of Aurora 0.02% No change 1,513 $84K
Paladin Partners, LLC 0.06% No change 1,500 $84K
Essential Partners LLC 0.03% Reduce -0.2% 1,495 $83K
Mather Group, Llc. 0.00% New 1,470 $82K
CYBER HORNET ETFs LLC 0.05% Reduce -10.6% 1,477 $82K
Cromwell Holdings LLC 0.05% Add +24.1% 1,468 $82K
Quent Capital, LLC 0.01% Reduce -20.6% 1,386 $77K
S-Bank Fund Management Ltd 0.01% Reduce -3.6% 1,355 $76K
Frazier Financial Advisors, LLC 0.04% Add +1.9% 1,350 $75K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +77.6% 1,334 $74K
MidFirst Bank 0.01% Reduce -69.7% 1,328 $74K
Trust Co. of Toledo NA 0.01% No change 1,322 $74K
SBI Securities Co., Ltd. 0.00% Reduce -46.6% 1,298 $72K
TD Private Client Wealth LLC 0.00% Add +22.6% 1,273 $71K
DHJJ Financial Advisors, Ltd. 0.02% No change 1,245 $69K
Root Financial Partners, LLC 0.00% Add +5.5% 1,222 $68K
JFS Wealth Advisors, LLC 0.00% Reduce -1.7% 1,206 $67K
Southern Michigan Bank & Trust 0.03% — 1,200 $67K
Zions Bancorporation, National Association 0.00% Reduce -86.8% 1,159 $65K
Aventura Private Wealth, LLC 0.02% Reduce -1.8% 1,151 $64K
CVA Family Office, LLC 0.01% Add +363.5% 1,131 $63K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 1,120 $62K
JNBA Financial Advisors 0.01% No change 1,114 $62K
Private Trust Co. NA 0.01% Add +8.8% 1,089 $61K
Ancora Advisors LLC 0.00% Add +159.9% 1,081 $60K
CoreCap Advisors, LLC 0.00% Reduce -10.7% 1,080 $60K
Basepoint Wealth LLC 0.03% No change 1,054 $59K
Sittner & Nelson, LLC 0.02% No change 1,042 $58K
Rossby Financial, LCC 0.01% Add +359.9% 998 $55K
Hillsdale Investment Management Inc. 0.00% Reduce -87.0% 985 $55K
Crewe Advisors LLC 0.00% Add +13.1% 984 $55K
Owl Creek Wealth Partners LLC 0.02% — 876 $49K
Gilpin Wealth Management, LLC 0.04% Add +7.9% 873 $49K
Tanglewood Legacy Advisors, LLC 0.02% No change 872 $49K
Caitlin John, LLC 0.03% Reduce -14.7% 857 $48K
Salomon & Ludwin, LLC 0.00% Add +10.6% 847 $48K
Evermay Wealth Management LLC 0.01% No change 844 $47K
Tsfg, LLC 0.01% No change 824 $46K
Cohen & Steers, Inc. 0.00% No change 800 $45K
Trust Co 0.00% No change 779 $43K
Rialto Wealth Management, LLC 0.01% New 776 $43K
Wall Street Financial Group, Inc. 0.03% New 773 $43K
Cornerstone Planning Group LLC 0.01% Reduce -1.1% 745 $43K
Keating Financial Advisory Services, Inc. 0.01% Reduce -0.8% 754 $42K
Covestor Ltd 0.03% Add +275.3% 743 $42K
Sarver Vrooman Wealth Advisors 0.03% Add +329.8% 735 $41K
Intesa Sanpaolo Wealth Management 0.01% No change 725 $40K
Destiny Wealth Partners, LLC 0.00% New 723 $40K
Raleigh Capital Management Inc. 0.01% Reduce -5.4% 722 $40K
Innovative Asset Advisors Group, LLC 0.02% — 716 $40K
Spire Wealth Management 0.00% Reduce -85.3% 709 $40K
First PREMIER Bank 0.01% No change 704 $39K
Cary Street Partners Investment Advisory LLC 0.01% Add +3.1% 696 $39K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 690 $39K
Bank of New Hampshire 0.01% No change 685 $38K
MV Capital Management, Inc. 0.00% Add +142.2% 683 $38K
Osterweis Capital Management Inc. 0.00% No change 645 $36K
GW&K Investment Management, LLC 0.00% Reduce -27.4% 603 $34K
IAG Wealth Partners, LLC 0.00% No change 606 $34K
Security National Bank 0.00% Reduce -50.0% 600 $33K
Financial Perspectives, Inc 0.01% No change 550 $31K
Investors Research Corp 0.01% New 550 $31K
Grove Bank & Trust 0.00% Reduce -23.7% 550 $31K
Triumph Capital Management 0.01% Reduce -3.8% 508 $28K
LRI Investments, LLC 0.00% Add +0.5% 19,784 $28K
Mountain Hill Investment Partners Corp. 0.02% No change 500 $28K
Atwood & Palmer Inc. 0.00% No change 500 $28K
Altshuler Shaham Ltd 0.00% Add +36.4% 495 $28K
Hickory Point Bank & Trust 0.02% New 486 $27K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.01% New 484 $27K
Winthrop Capital Management, LLC 0.01% Add +2300.0% 480 $27K
Miller Capital Partners, Inc. 0.01% No change 469 $26K
Princeton Global Asset Management LLC 0.00% No change 455 $25K
Nova Wealth Management, Inc. 0.02% Add +267.2% 448 $25K
Plato Investment Management Ltd 0.00% Reduce -93.0% 435 $24K
True Wealth Design, LLC 0.01% Add +39.1% 434 $24K
2UniFi Bank 0.01% Add +228.2% 430 $24K
Godfrey Financial Associates, Inc. 0.02% No change 426 $24K
Opal Wealth Advisors, LLC 0.01% New 408 $23K
Elkhorn Partners Limited Partnership 0.01% Add +207.7% 400 $22K
Raiffeisen Bank International AG 0.00% Reduce -95.7% 408 $22K
Tripletail Wealth Management, LLC 0.03% No change 395 $22K
Goodman Advisory Group, LLC 0.01% No change 395 $22K
SWAN Capital LLC 0.01% Add +27.3% 382 $21K
Compagnie Lombard Odier SCmA 0.00% No change 380 $21K
Asset Dedication, LLC 0.00% Add +817.1% 376 $21K
Hoese & Co LLP 0.02% No change 368 $21K
Piscataqua Savings Bank 0.01% No change 355 $20K
Y.D. More Investments Ltd 0.00% Reduce -95.5% 343 $19K
Lanark Financial, Inc. 0.00% Reduce -83.6% 337 $19K
Davis Capital Management 0.01% Reduce -1.2% 330 $18K
Private Wealth Asset Management, LLC 0.00% Reduce -13.2% 328 $18K
GHP Investment Advisors, Inc. 0.00% Reduce -27.9% 320 $18K
Physician Wealth Advisors, Inc. 0.00% Reduce -8.9% 318 $18K
Medallion Wealth Advisors, LLC 0.01% No change 310 $17K
Westside Investment Management, Inc. 0.00% Reduce -1.3% 308 $17K
Cullen/Frost Bankers, Inc. 0.00% Reduce -36.8% 289 $16K
Ogorek Anthony Joseph /NY/ 0.00% Add +169.1% 296 $16K
Capital Advisors, Ltd. LLC 0.00% Reduce -33.2% 284 $16K
High Note Wealth, LLC 0.00% Reduce -17.6% 276 $15K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 275 $15K
Garden State Investment Advisory Services LLC 0.00% Reduce -51.0% 275 $15K
Evergreen Advisors, LLC 0.00% New 270 $15K
Twin Peaks Wealth Advisors, LLC 0.00% New 266 $15K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +12.2% 257 $14K
Evelyn Partners Investment Management LLP 0.00% No change 250 $14K
Midwest Capital Advisors, LLC 0.01% No change 244 $14K
Broadwater Capital Management LLC 0.01% No change 200 $13K
Activest Wealth Management 0.00% Reduce -17.5% 240 $13K
Horizon Financial Services, LLC 0.01% Add +990.5% 229 $13K
Financial Management Professionals, Inc. 0.00% Reduce -32.3% 229 $13K
Sachetta, LLC 0.01% Add +196.1% 228 $13K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +137.9% 226 $13K
Golden State Wealth Management, LLC 0.00% Add +3114.3% 225 $13K
Sound Income Strategies, LLC 0.00% No change 223 $12K
Kennebec Savings Bank 0.01% No change 220 $12K
Boyd Watterson Asset Management LLC 0.00% Add +47.6% 220 $12K
WealthCollab, LLC 0.01% Add +985.0% 217 $12K
SJS Investment Consulting Inc. 0.00% Reduce -74.7% 214 $12K
Kilter Group LLC 0.01% Add +85.2% 213 $12K
Allianz SE 0.00% Reduce -84.7% 210 $12K
Strategic Wealth Partners, Ltd. 0.00% No change 209 $12K
Sankala Group LLC 0.01% No change 211 $11K
Pinnacle Bancorp, Inc. 0.00% Add +61.6% 202 $11K
Foster Dykema Cabot & Partners, LLC 0.00% No change 200 $11K
Rational Advisors, Inc. 0.00% No change 198 $11K
Financial Network Wealth Advisors LLC 0.01% No change 197 $11K
Kemnay Advisory Services Inc. 0.00% Add +12.6% 196 $11K
Armstrong Advisory Group, Inc. 0.00% Add +155.3% 194 $11K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 190 $11K
JPL Wealth Management, LLC 0.00% New 182 $10K
Wilkerson Advisory Group LLC 0.00% Add +103.4% 181 $10K
Main Street Group, LTD 0.00% New 181 $10K
NFSG Corp 0.00% No change 180 $10K
Phillip James Consulting Co. 0.01% No change 182 $10K
Capital Analysts, LLC 0.00% Reduce -13.7% 182 $10K
Prosperity Bancshares Inc 0.01% New 175 $10K
EFG International AG 0.00% Reduce -96.3% 175 $10K
Gables Capital Management Inc. 0.00% No change 171 $10K
Valley National Advisers Inc. 0.00% Reduce -87.9% 165 $9K
Prestige Wealth Management Group LLC 0.00% Add +8.1% 161 $9K
Highline Wealth Partners LLC 0.00% Add +161.7% 157 $9K
Darwin Wealth Management, LLC 0.00% Reduce -8.7% 157 $9K
McIlrath & Eck, LLC 0.00% No change 152 $8K
Hilton Head Capital Partners, LLC 0.00% No change 149 $8K
Elevation Wealth Partners, LLC 0.00% Reduce -32.4% 148 $8K
Bare Financial Services, Inc 0.00% Add +635.0% 147 $8K
Bogart Wealth, LLC 0.00% Add +266.7% 143 $8K
Ballast Advisors LLC 0.00% New 143 $8K
Marshall Investment Management, LLC 0.00% New 140 $8K
Joseph Group Capital Management 0.00% New 134 $7K
Hollencrest Capital Management 0.00% Reduce -43.1% 132 $7K
Vega Investment Solutions 0.00% No change 131 $7K
Miller Global Investments, LLC 0.01% No change 129 $7K
Avion Wealth 0.00% Add +348.3% 130 $7K
Richardson Financial Services Inc. 0.00% No change 123 $7K
Corsicana & Co. 0.00% Reduce -61.7% 31 $7K
Oakworth Capital, Inc. 0.00% Reduce -67.9% 120 $7K
Silver Grove Financial Group, Inc. 0.01% New 118 $7K
Gould Capital, LLC 0.00% Reduce -41.7% 116 $6K
City Holding Co. 0.00% No change 115 $6K
Signature Resources Capital Management, LLC 0.00% Add +511.1% 110 $6K
Meeder Asset Management Inc. 0.00% Reduce -13.8% 106 $6K
Evolution Wealth Management Inc. 0.00% New 100 $6K
Godsey & Gibb, Inc. 0.00% No change 100 $6K
Lodestone Wealth Management LLC 0.00% No change 93 $5K
Westfuller Advisors, LLC 0.00% Reduce -28.1% 92 $5K
PFS Partners, LLC 0.00% No change 90 $5K
Barrett & Company, Inc. 0.00% No change 90 $5K
Delta Asset Management LLC 0.00% No change 90 $5K
Centerpoint Advisors, LLC 0.00% No change 84 $5K
Country Trust Bank 0.00% Reduce -35.0% 89 $5K
Intentional Wealth Strategies, LLC 0.00% — 88 $5K
Summit Securities Group LLC 0.00% Reduce -89.0% 88 $5K
Bruce G. Allen Investments, LLC 0.00% Add +7.6% 85 $5K
Abound Wealth Management 0.00% Reduce -91.7% 83 $5K
Noble Wealth Management PBC 0.00% Reduce -12.1% 80 $4K
Raffa Wealth Management, LLC 0.00% Add +1.3% 78 $4K
Ascentis Independent Advisors 0.00% New 78 $4K
McGuire Capital Advisors Inc. 0.00% Add +640.0% 74 $4K
LM Advisors LLC 0.02% Reduce -16.7% 224 $4K
Archer Investment Corp 0.00% Reduce -68.5% 68 $4K
Financial Freedom, LLC 0.00% New 67 $4K
Tidemark, LLC 0.00% Add +71.8% 67 $4K
Private Wealth Management Group, LLC 0.00% No change 64 $4K
Clayton Financial Group LLC 0.00% Reduce -35.7% 63 $4K
Beacon Financial Strategies CORP 0.00% No change 61 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 57 $3K
Consultiva Wealth Management, Corp. 0.01% No change 51 $3K
Your Advocates Ltd., LLP 0.00% No change 50 $3K
Bell Investment Advisors, Inc 0.00% Reduce -12.3% 50 $3K
Steigerwald, Gordon & Koch Inc. 0.00% No change 50 $3K
First Command Advisory Services, Inc. 0.00% Add +600.0% 49 $3K
SHP Wealth Management 0.00% Add +200.0% 48 $3K
Cedar Mountain Advisors, LLC 0.00% Add +666.7% 46 $3K
Principia Wealth Advisory, LLC 0.00% Add +60.7% 45 $3K
Cornerstone Financial Management LLC 0.00% Add +23.5% 42 $2K
ROSS\JOHNSON & Associates LLC 0.04% No change 41 $2K
Washington Trust Advisors, Inc. 0.00% New 40 $2K
Retirement Wealth Solutions LLC 0.00% New 38 $2K
Hoey Investments, Inc. 0.00% Reduce -73.0% 37 $2K
Purpose Unlimited Inc. 0.00% New 36 $2K
Ares Financial Consulting, LLC 0.00% No change 36 $2K
Tompkins Financial Corp. 0.00% No change 35 $2K
Community Financial Services Group, LLC 0.00% New 35 $2K
Sunrise Financial Services, LLC 0.00% Add +66.7% 30 $2K
Whipplewood Advisors, LLC 0.00% Add +66.7% 30 $2K
Dogwood Wealth Management LLC 0.00% Reduce -23.7% 29 $2K
Clark Wealth Partners 0.00% New 27 $2K
American Capital Advisory, LLC 0.00% Reduce -3.9% 25 $1K
Synergy Investment Management, LLC 0.00% New 25 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -44.4% 25 $1K
Peterson Wealth Services 0.00% Reduce -98.9% 24 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 21 $1K
Portus Wealth Advisors, LLC 0.00% New 20 $1K
Burk Holdings LLC 0.00% New 20 $1K
Nvwm, LLC 0.00% No change 20 $1K
Hughes Financial Services, LLC 0.00% Reduce -47.2% 19 $1K
Arlington Trust Co LLC 0.00% New 19 $1K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -74.0% 19 $1K
WPG Advisers, LLC 0.00% Reduce -74.7% 18 $1K
Aspect Partners, LLC 0.00% No change 18 $1K
Proathlete Wealth Management LLC 0.00% No change 18 $1K
Fortitude Family Office, LLC 0.00% Add +41.7% 17 $949
WestEnd Advisors, LLC 0.00% No change 17 $949
Bay Harbor Wealth Management, LLC 0.00% Add +220.0% 16 $892
TFC Financial Management, Inc. 0.00% Reduce -67.4% 15 $837
Crews Bank & Trust 0.00% Reduce -92.8% 15 $837
Monetary Solutions, Ltd 0.00% No change 14 $781
TD Capital Management LLC 0.00% Reduce -46.1% 14 $781
Creative Financial Designs Inc. 0.00% Reduce -41.7% 14 $781
Park Place Capital Corp 0.00% Reduce -98.4% 13 $725
Eastern Bank 0.00% Reduce -98.2% 12 $670
Dunhill Financial, LLC 0.00% Reduce -77.1% 11 $646
PayPay Securities Corp 0.02% Reduce -28.6% 10 $624
Quaker Wealth Management, LLC 0.00% Reduce -38.9% 11 $614
Caldwell Sutter Capital, Inc. 0.00% New 10 $558
MTM Investment Management, LLC 0.00% No change 10 $558
Gill Capital Partners, LLC 0.00% New 9 $502
TopTier Wealth Management, LLC 0.00% New 8 $446
Benson Wealth Management INC 0.00% Add +133.3% 7 $391
Picton Mahoney Asset Management 0.00% No change 6 $335
First Pacific Financial 0.00% New 6 $335
Investors Portfolio Services LLC 0.00% Reduce -88.1% 5 $286
Anfield Capital Management, LLC 0.00% No change 5 $279
Olistico Wealth, LLC 0.00% Reduce -85.7% 5 $279
DiNuzzo Private Wealth, Inc. 0.00% Reduce -28.6% 5 $279
Signature Equity Partners, LLC 0.00% New 4 $223
Ameriflex Group, Inc. 0.00% No change 3 $168
Vermillion Wealth Management, Inc. 0.00% New 3 $167
Key Capital Management, INC 0.00% No change 2 $112
CrossGen Wealth, LLC 0.00% No change 2 $112
3 Factor Indexing, LLC 0.00% — 2 $112
DecisionPoint Financial, LLC 0.00% No change 2 $112
Scarborough Advisors, LLC 0.00% New 1 $56
Curio Wealth, LLC 0.00% New 1 $56
Napier Financial, LLC 0.00% New 1 $56

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