FortinetFTNT

13F holders, Q4 2024 (December 31)
1,293holders +169
164new positions
61sold out
11famous investors
$94.50avg. 13F price*

At the end of Q4 2024, 1,293 institutions reported holding Fortinet Inc. (FTNT) in their 13F filings, up 169 from Q3 2024. 164 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($6.4B), BlackRock, Inc. ($5.4B) and State Street Corp. ($2.7B). 11 famous investors held it, including Terry Smith (3.4% of Fundsmith's portfolio), Jim Simons / Peter Brown (0.6% of Renaissance Technologies's portfolio) and Cliff Asness (0.5% of AQR Capital Management's portfolio).

Company
Fortinet Inc.
Sector
Technology
CUSIP
34959E109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions164$256.8M
Exits61$184.0M

All 13F filers, Q3 2024 → Q4 2024: 42,877,826 shares bought and 34,959,967 shares sold, net +7,917,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,293 holders

Vanguard Group Inc. 0.11% Add +1.1% 68,115,470 $6.4B
BlackRock, Inc. 0.11% Reduce -0.7% 56,630,537 $5.4B
State Street Corp. 0.11% Add +3.5% 28,229,462 $2.7B
Bank of New York Mellon Corp 0.28% Reduce -7.9% 15,953,398 $1.5B
Geode Capital Management, LLC 0.11% Add +2.6% 15,270,913 $1.4B
T. Rowe Price Associates Inc. 0.12% Reduce -7.3% 11,197,999 $1.1B
Morgan Stanley 0.07% Add +18.3% 11,001,266 $1.0B
Fundsmith 3.44% Reduce -15.7% 8,530,423 $806.0M
Invesco Ltd. 0.15% Add +31.3% 8,388,693 $792.6M
Norges Bank 0.10% Add +41.6% 7,663,508 $724.0M
Arrowstreet Capital, Limited Partnership 0.58% Add +39.3% 7,622,253 $720.2M
Nordea Investment Management AB 0.74% Reduce -16.8% 7,459,276 $705.2M
T. Rowe Price Investment Management, Inc. 0.39% Reduce -0.3% 6,756,441 $638.3M
Amundi 0.22% Add +36.7% 6,577,467 $631.7M
FMR LLC 0.04% Add +77.2% 6,531,705 $617.1M
Northern Trust Corp. 0.09% Add +17.2% 6,470,320 $611.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% Add +3.5% 5,990,190 $566.0M
Barclays PLC 0.28% Reduce -13.0% 5,933,258 $560.6M
Legal & General Group Plc 0.14% Reduce -9.4% 5,800,235 $548.0M
First Trust Advisors LP 0.43% Reduce -3.8% 5,109,927 $482.8M
Bessemer Group Inc. 0.76% Add +72.6% 4,906,439 $463.6M
Swedbank AB 0.56% Reduce -29.6% 4,788,846 $452.5M
Goldman Sachs Group Inc. 0.09% Add +22.7% 4,780,741 $451.7M
Two Sigma Advisers, LP 1.02% Reduce -26.1% 4,661,920 $440.5M
Renaissance Technologies 0.65% Reduce -6.5% 4,621,210 $436.6M
D. E. Shaw & Co. 0.49% Reduce -28.8% 4,378,869 $413.7M
AQR Capital Management 0.52% Add +5.3% 4,237,978 $400.4M
Deutsche Bank AG 0.16% Add +3.1% 4,234,488 $400.1M
Charles Schwab Investment Management Inc. 0.07% Add +4.1% 3,974,625 $375.5M
UBS Group AG 0.08% Add +50.4% 3,931,079 $371.4M
Ameriprise Financial Inc. 0.09% Reduce -1.0% 3,604,399 $340.6M
Van Eck Associates Corp. 0.40% Add +3.4% 3,267,528 $308.7M
Robeco Institutional Asset Management B.V. 0.56% Reduce -7.9% 3,135,965 $296.3M
Qube Research & Technologies Ltd 0.48% Add +29.0% 3,102,131 $293.1M
Los Angeles Capital Management LLC 1.12% Add +136.0% 2,919,952 $275.9M
Acadian Asset Management LLC 0.79% Add +23.1% 2,891,495 $273.2M
Pictet Asset Management Holding SA 0.29% Add +1.4% 2,890,985 $273.1M
Dimensional Fund Advisors LP 0.06% Add +19.5% 2,611,461 $246.7M
Bank of America Corp. 0.02% Reduce -30.9% 2,596,662 $245.3M
BNP Paribas Financial Markets 0.19% Add +17.1% 2,578,083 $243.6M
JPMorgan Chase & Co. 0.02% Reduce -6.7% 2,562,385 $242.1M
Fundsmith Investment Services LTD. 3.13% No change 2,549,634 $240.9M
DSM Capital Partners LLC 3.55% Add +27.4% 2,431,164 $229.7M
Two Sigma Investments, LP 0.49% Reduce -31.7% 2,163,807 $204.4M
Voya Investment Management LLC 0.24% Reduce -15.7% 2,145,630 $202.7M
National Pension Service 0.18% Add +2.9% 1,959,847 $185.2M
Sarasin & Partners LLP 2.03% Add +1.1% 1,951,234 $184.4M
Bank of Montreal 0.09% Reduce -27.7% 1,867,559 $176.4M
Mitsubishi UFJ Trust & Banking Corp 0.41% Reduce -15.8% 1,847,500 $174.6M
Swiss National Bank 0.12% Reduce -4.7% 1,836,700 $173.5M
Millennium Management 0.15% Reduce -49.9% 1,818,087 $171.8M
California Public Employees Retirement System 0.11% Add +57.2% 1,743,571 $164.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.38% Reduce -12.1% 1,633,521 $154.3M
Allianz Asset Management GmbH 0.22% Add +50.4% 1,593,986 $150.6M
Nuveen Asset Management, LLC 0.04% Add +2.0% 1,578,820 $149.2M
Sumitomo Mitsui Trust Group, Inc. 0.10% Add +2.4% 1,550,733 $146.5M
Victory Capital Management Inc. 0.14% Add +9.8% 1,492,200 $141.0M
American Capital Management Inc. 5.24% Reduce -19.3% 1,491,138 $140.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.29% Reduce -2.3% 1,456,147 $137.6M
CCLA Investment Management 2.16% Add +4.3% 1,442,167 $136.3M
HSBC Holdings PLC 0.08% Add +4.1% 1,415,431 $133.9M
Federated Hermes, Inc. 0.29% Add +20.8% 1,406,740 $132.9M
Squarepoint Ops LLC 0.33% Add +56.9% 1,366,077 $129.1M
Parnassus Investments, LLC 0.28% Reduce -6.5% 1,355,397 $128.1M
Citigroup Inc. 0.12% Reduce -7.3% 1,348,797 $127.4M
Royal Bank of Canada 0.03% Reduce -31.1% 1,347,661 $127.3M
Worldquant Millennium Advisors LLC 0.82% Reduce -8.3% 1,337,103 $126.3M
Rhumbline Advisers 0.10% Reduce -0.1% 1,221,345 $115.4M
Healthcare of Ontario Pension Plan Trust Fund 0.24% Add +725.7% 1,200,665 $113.4M
TD Asset Management Inc 0.09% Add +1.5% 1,117,638 $105.6M
Marshall Wace, LLP 0.13% Reduce -59.5% 1,117,385 $105.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +7.9% 1,062,664 $103.6M
Thrivent Financial for Lutherans 0.20% Reduce -20.8% 1,073,021 $101.4M
Penserra Capital Management LLC 1.82% Add +0.7% 1,051,657 $99.4M
Fiera Capital Corp 0.31% Add +14.4% 1,042,009 $98.4M
Clearbridge Investments, LLC 0.08% Reduce -13.8% 1,032,932 $97.6M
Empower Advisory Group, LLC 0.33% Add +1.4% 1,022,383 $96.6M
ProShare Advisors LLC 0.22% Add +19.3% 1,011,561 $95.6M
California State Teachers Retirement System 0.11% Reduce -2.3% 1,009,160 $95.3M
Franklin Resources Inc. 0.03% Add +155.2% 998,626 $94.3M
Alliancebernstein L.P. 0.03% Reduce -6.8% 989,717 $93.5M
Bridgewater Associates 0.40% Add +364.9% 933,694 $88.2M
Caisse de depot et placement du Quebec 0.18% Add +1.6% 926,192 $87.5M
Stifel Financial Corp. 0.09% Add +1.1% 880,188 $83.2M
Jane Street Group, LLC 0.13% Reduce -7.1% 862,035 $81.4M
New York State Common Retirement Fund 0.11% Add +0.0% 840,073 $79.4M
Prudential Financial Inc. 0.11% Add +104.2% 826,136 $78.1M
LGT Group Foundation 1.17% Reduce -3.3% 799,230 $75.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.15% — 793,413 $75.0M
E. Ohman J:or Asset Management AB 1.74% Reduce -5.9% 787,978 $74.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.21% Reduce -0.1% 787,615 $74.4M
Bank of Nova Scotia 0.13% Add +41.9% 787,390 $74.4M
CANADA LIFE ASSURANCE Co 0.13% Add +10.5% 784,287 $74.1M
Royal London Asset Management Ltd. 0.18% Add +104.5% 782,516 $73.9M
Principal Financial Group Inc. 0.04% Add +1.5% 761,386 $71.9M
Holocene Advisors, LP 0.23% New 739,677 $69.9M
Wells Fargo & Company 0.02% Reduce -11.4% 739,330 $69.9M
Man Group plc 0.22% Add +135.1% 736,054 $69.5M
Raymond James Financial Inc. 0.03% — 734,342 $69.4M
Wedge Capital Management L L P 1.23% Reduce -2.1% 722,792 $68.3M
Russell Investments Group, Ltd. 0.09% Add +4.3% 718,095 $68.0M
American Century Companies Inc. 0.04% Add +17.1% 701,206 $66.2M
Panagora Asset Management Inc. 0.30% Add +260.2% 686,714 $64.9M
Frontier Capital Management Co. LLC 0.60% Add +5.6% 673,412 $63.6M
Ensign Peak Advisors, Inc 0.11% Reduce -36.3% 663,401 $62.7M
AustralianSuper Pty Ltd 0.29% Add +1084.1% 657,311 $62.1M
Voloridge Investment Management, LLC 0.22% Reduce -42.6% 647,222 $61.1M
Envestnet Asset Management Inc. 0.02% Add +9.7% 646,736 $61.1M
State Board of Administration of Florida Retirement System 0.12% Reduce -2.0% 641,839 $60.6M
New York State Teachers Retirement System 0.13% Reduce -2.3% 633,314 $59.8M
Ossiam 1.02% Add +158.5% 626,649 $59.2M
Argent Capital Management LLC 1.66% Reduce -0.7% 621,689 $58.7M
Trexquant Investment LP 0.64% Reduce -10.4% 583,776 $55.2M
Danske Bank A/S 0.16% Reduce -26.5% 580,022 $54.8M
2Xideas AG 7.31% Reduce -14.1% 577,897 $54.6M
AXA S.A. 0.16% Add +197.7% 565,919 $53.5M
Nomura Asset Management Co. Ltd. 0.16% Add +96.3% 555,572 $52.5M
Railway Pension Investments Ltd 0.68% Reduce -5.6% 540,405 $51.1M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -0.7% 534,390 $50.5M
Teacher Retirement System of Texas 0.17% Add +169.4% 510,776 $48.3M
PNC Financial Services Group, Inc. 0.03% Add +1.7% 508,078 $48.0M
Delta Global Management LP 3.89% Reduce -22.2% 496,514 $46.9M
Guggenheim Capital LLC 0.39% Reduce -13.3% 493,747 $46.6M
Pinebridge Investments, L.P. 0.35% Reduce -19.4% 486,717 $46.0M
Glenmede Trust Co. NA 0.23% Reduce -36.9% 483,167 $45.6M
Sei Investments Co. 0.06% Add +157.3% 474,458 $44.8M
Vontobel Holding Ltd. 0.15% Reduce -18.7% 470,556 $44.5M
Aware Super Pty Ltd as trustee of Aware Super 0.71% — 469,191 $44.3M
National Bank of Canada 0.06% Reduce -21.5% 463,496 $43.8M
Korea Investment CORP 0.10% Add +92.3% 453,930 $42.9M
KBC Group NV 0.12% Reduce -49.1% 447,864 $42.3M
Storebrand Asset Management As 0.13% Add +79.7% 442,176 $41.8M
Vident Advisory, LLC 0.68% Add +2.0% 407,878 $38.5M
State of Wisconsin Investment Board 0.10% Reduce -15.8% 404,352 $38.2M
APG Asset Management N.V. 0.10% Add +580.4% 412,881 $37.7M
Manufacturers Life Insurance Company, The 0.03% Reduce -1.1% 398,242 $37.6M
Bank Julius Baer & Co. Ltd, Zurich 0.12% Add +1.4% 375,080 $37.5M
Asset Management One Co., Ltd. 0.13% Add +5.2% 387,478 $37.2M
Aviva PLC 0.10% Reduce -30.6% 390,529 $36.9M
Allspring Global Investments Holdings, LLC 0.06% Add +154.2% 387,777 $36.7M
Toronto Dominion Bank 0.07% Add +6.8% 381,766 $36.1M
NewEdge Wealth, LLC 0.62% Add +1.2% 381,206 $36.0M
Skandinaviska Enskilda Banken AB (publ) 0.16% Add +7.3% 369,147 $35.1M
Jones Financial Companies LLLP 0.03% Add +26.9% 371,067 $35.1M
Beacon Pointe Advisors, LLC 0.38% Add +22.6% 364,648 $34.5M
Burney Co./ 1.21% Reduce -2.3% 361,908 $34.2M
Rockefeller Capital Management L.P. 0.09% Reduce -9.2% 359,260 $33.9M
Rafferty Asset Management, LLC 0.12% Reduce -5.4% 355,930 $33.6M
Macquarie Group Ltd. 0.04% Add +88.8% 378,674 $33.4M
Country Trust Bank 0.82% Reduce -14.4% 348,811 $33.0M
Capital Fund Management S.A. 0.32% Reduce -47.4% 347,027 $32.8M
Meritage Portfolio Management 2.03% Reduce -2.5% 346,316 $32.7M
Chevy Chase Trust Holdings, LLC 0.10% Reduce -1.9% 333,826 $31.5M
ING Groep NV 0.21% Reduce -45.0% 332,142 $31.4M
Treasurer of the State of North Carolina 0.12% Add +9.9% 326,663 $30.9M
King Luther Capital Management Corp. 0.13% Reduce -1.5% 323,275 $30.5M
HRT Financial LP 0.16% Reduce -53.6% 319,655 $30.2M
Dixon Mitchell Investment Counsel Inc. 1.31% Add +129.9% 299,989 $28.3M
BI Asset Management Fondsmaeglerselskab A/S 0.30% New 296,366 $28.0M
Intech Investment Management LLC 0.27% Reduce -21.2% 292,166 $27.6M
Woodstock Corp. 2.64% Reduce -2.2% 290,181 $27.4M
J. Safra Sarasin Holding AG 0.46% Reduce -4.7% 286,570 $27.1M
Lazard Asset Management LLC 0.04% Add +42.7% 286,416 $27.1M
LPL Financial LLC 0.01% Add +26.5% 281,070 $26.6M
Congress Asset Management Co. 0.18% Reduce -4.9% 277,711 $26.2M
Cerity Partners LLC 0.06% Add +1.1% 277,230 $25.7M
Public Employees Retirement System of Ohio 0.09% Reduce -4.8% 270,271 $25.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.26% Reduce -5.2% 266,057 $25.2M
Davidson Investment Advisors 1.21% Reduce -27.8% 264,556 $25.0M
HighTower Advisors, LLC 0.03% Reduce -0.3% 264,202 $25.0M
Beacon Investment Advisory Services, Inc. 1.07% Add +57.7% 260,882 $24.6M
Mn Services Vermogensbeheer B.V. 0.16% Add +2.0% 256,690 $24.3M
DekaBank Deutsche Girozentrale 0.04% No change 253,806 $24.1M
Mediolanum International Funds Ltd 0.31% Add +10.2% 253,257 $24.0M
Lord, Abbett & Co. LLC 0.08% New 250,000 $23.6M
Daymark Wealth Partners, LLC 0.99% Reduce -1.8% 249,169 $23.5M
Empowered Funds, LLC 0.34% Add +1.2% 245,334 $23.2M
KLP Kapitalforvaltning As 0.11% — 243,000 $23.0M
Creative Planning 0.02% Add +131.5% 241,399 $22.8M
Ieq Capital, LLC 0.22% Add +188.1% 241,268 $22.8M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +34.2% 236,299 $22.7M
State of New Jersey Common Pension Fund D 0.09% Reduce -0.2% 240,004 $22.7M
Zacks Investment Management 0.21% Add +28.6% 238,359 $22.5M
Handelsbanken Fonder AB 0.09% Add +21.3% 237,404 $22.4M
Susquehanna International Group, LLP 0.03% Add +70.8% 236,993 $22.4M
Credit Agricole S A 0.07% Reduce -12.3% 233,940 $22.1M
one8zero8, LLC 4.75% — 233,115 $22.0M
CIBC Asset Management Inc 0.07% Add +3.7% 230,469 $21.8M
Cibc World Market Inc. 0.05% Add +3.1% 228,835 $21.6M
Canada Pension Plan Investment Board 0.02% Reduce -48.5% 227,569 $21.5M
Aberdeen Group plc 0.04% Reduce -12.9% 226,924 $21.5M
State of Tennessee, Department of Treasury 0.08% Reduce -5.4% 227,150 $21.5M
Williams Jones Wealth Management, LLC. 0.26% Reduce -6.2% 225,996 $21.4M
Pacer Advisors, Inc. 0.05% Add +70.3% 225,575 $21.3M
Simplex Trading, LLC 0.59% Add +96.9% 222,215 $21.0M
Corebridge Financial, Inc. 0.11% Reduce -0.2% 221,160 $20.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.21% Reduce -9.0% 218,381 $20.6M
Lansforsakringar Fondforvaltning AB (publ) 0.08% — 218,000 $20.6M
Shelton Capital Management 0.51% Reduce -31.6% 217,517 $20.6M
US Bancorp \de 0.03% Reduce -1.7% 217,124 $20.5M
Blair William & Co. 0.06% Reduce -4.8% 213,270 $20.1M
RPG Investment Advisory, LLC 2.67% Reduce -0.7% 211,235 $20.0M
Mariner, LLC 0.03% Add +13.9% 207,710 $19.6M
First Horizon Advisors, Inc. 0.55% Reduce -2.2% 207,387 $19.6M
Commonwealth Equity Services, LLC 0.03% Add +53.2% 202,825 $19.2M
Natixis Advisors, LLC 0.04% Add +15.6% 202,316 $19.1M
Andra AP-fonden 0.30% Add +12.8% 200,600 $19.0M
Cambridge Investment Research Advisors, Inc. 0.06% Add +59.7% 198,913 $18.8M
Old National Bancorp 0.44% Add +47.5% 198,677 $18.8M
Baird Financial Group, Inc. 0.04% Reduce -20.5% 197,223 $18.6M
Peapack Gladstone Financial Corp. 0.27% Add +7.1% 195,577 $18.5M
Resona Asset Management Co.,Ltd. 0.11% Reduce -2.2% 192,626 $18.2M
Citadel Advisors 0.02% Reduce -77.3% 191,067 $18.1M
MetLife Investment Management, LLC 0.10% Add +1.3% 190,986 $18.0M
Arizona State Retirement System 0.11% Add +0.2% 186,571 $17.6M
Banco Santander, S.A. 0.21% Reduce -36.1% 186,469 $17.6M
Wilkins Investment Counsel Inc. 2.44% Reduce -1.8% 178,568 $16.9M
State of Michigan Retirement System 0.08% Reduce -0.1% 172,670 $16.3M
Barlow Wealth Partners, LLC 2.06% Add +4.1% 174,977 $16.3M
Jump Financial, LLC 0.35% Add +98.1% 169,967 $16.1M
Illinois Municipal Retirement Fund 0.23% Add +74.7% 168,325 $15.9M
Daiwa Securities Group Inc. 0.07% Add +17.2% 167,708 $15.8M
Comerica Bank 0.06% Reduce -3.7% 166,477 $15.7M
Quantbot Technologies LP 0.56% Add +9.6% 162,727 $15.4M
Nisa Investment Advisors, LLC 0.06% Add +39.1% 160,481 $15.2M
Crossmark Global Holdings, Inc. 0.28% Add +344.4% 159,737 $15.1M
Nissay Asset Management Corp. /Japan 0.09% Add +6.4% 156,832 $15.1M
Engineers Gate Manager LP 0.25% Add +82.9% 154,484 $14.6M
Xponance LLC 0.13% Reduce -8.8% 150,013 $14.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.40% Reduce -12.2% 146,709 $13.9M
Natixis 0.09% Reduce -36.5% 146,535 $13.8M
LGT Fund Management Co Ltd. 1.21% Add +36.5% 146,315 $13.8M
GF Fund Management Co. LTD. 0.30% — 145,260 $13.7M
STRS Ohio 0.05% Reduce -5.7% 142,830 $13.5M
PGGM Investments 0.18% Add +4.7% 142,775 $13.5M
Callahan Advisors, LLC 1.24% Reduce -0.7% 139,641 $13.2M
Merit Financial Group, LLC 0.24% Add +12.1% 139,319 $13.2M
Mackenzie Financial Corp. 0.02% Add +135.9% 138,827 $13.1M
Czech National Bank 0.12% Add +6.7% 137,932 $13.0M
Retirement Systems of Alabama 0.05% Reduce -1.0% 137,734 $13.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Add +7.0% 137,180 $13.0M
Forsta Ap-Fonden 0.09% Add +0.4% 136,000 $12.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -2.1% 135,266 $12.8M
Ilmarinen Mutual Pension Insurance Co 0.11% Add +8.0% 135,000 $12.8M
Janney Montgomery Scott LLC 0.04% Add +23.4% 134,680 $12.7M
Corient Private Wealth LP 0.02% Reduce -1.8% 134,187 $12.7M
Amalgamated Bank 0.10% Reduce -2.3% 133,988 $12.7M
Stephens Investment Management Group LLC 0.17% Reduce -12.1% 132,419 $12.5M
Peak Asset Management, LLC 2.27% Reduce -0.5% 129,976 $12.3M
Willis Investment Counsel 0.80% Add +1.4% 128,891 $12.2M
Oak Ridge Investments LLC 0.95% Reduce -0.8% 128,253 $12.1M
Fulcrum Capital LLC 2.49% Add +0.7% 126,020 $11.9M
UniSuper Management Pty Ltd 0.09% Reduce -2.1% 125,764 $11.9M
Florida Trust Wealth Management Co 0.38% Reduce -6.3% 125,400 $11.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% Add +14.9% 124,501 $11.8M
IFM Investors Pty Ltd 0.12% Reduce -8.6% 123,945 $11.7M
Pine Valley Investments Ltd Liability Co 0.76% Reduce -2.7% 123,213 $11.6M
SG Americas Securities, LLC 0.05% Add +826.0% 121,332 $11.5M
Scotia Capital Inc. 0.06% New 121,079 $11.4M
Knuff & Co LLC 3.43% Reduce -0.2% 119,550 $11.3M
Varma Mutual Pension Insurance Co 0.09% New 119,000 $11.2M
DNB Asset Management AS 0.05% Add +4.6% 118,029 $11.2M
Cibc World Markets Corp. 0.07% Add +13.7% 117,988 $11.1M
Weatherly Asset Management L. P. 0.97% Add +0.6% 116,146 $11.0M
iA Global Asset Management Inc. 0.19% Add +32.9% 114,776 $10.8M
GAMCO Investors 0.11% No change 109,920 $10.4M
Warther Private Wealth, LLC 3.48% Reduce -5.1% 108,300 $10.2M
Mutual of America Capital Management LLC 0.11% Reduce -3.0% 106,724 $10.1M
Tidal Investments LLC 0.08% Reduce -21.5% 104,611 $9.9M
Utah Retirement Systems 0.11% Add +0.2% 104,560 $9.9M
Brown Advisory Inc. 0.01% Add +0.1% 103,736 $9.8M
Achmea Investment Management B.V. 0.16% Reduce -27.9% 103,327 $9.8M
Nutshell Asset Management Ltd 6.14% — 102,934 $9.7M
USS Investment Management Ltd 0.07% Reduce -12.6% 101,719 $9.6M
Modera Wealth Management, LLC 0.12% Add +4.3% 101,618 $9.6M
Arohi Asset Management PTE Ltd. 2.57% Add +44.0% 99,852 $9.4M
Osaic Holdings, Inc. 0.02% Reduce -49.3% 106,415 $9.3M
Financial Advisors Network, Inc. 1.55% — 98,728 $9.3M
Assetmark, Inc. 0.02% Add +692.3% 96,913 $9.2M
Ravenstone Capital Management Inc. 5.25% Add +0.7% 96,780 $9.1M
Federation des caisses Desjardins du Quebec 0.05% Add +153.3% 96,305 $9.1M
Palmer Knight Co 4.03% Reduce -14.3% 95,092 $9.0M
Nomura Holdings Inc. 0.05% Add +91.7% 94,681 $8.9M
Baader Bank Aktiengesellschaft 0.82% Reduce -28.2% 94,241 $8.9M
New York Life Investment Management LLC 0.09% Add +0.5% 94,045 $8.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +23.9% 93,331 $8.8M
Cwm, LLC 0.04% Add +21.2% 92,799 $8.8M
First Merchants Corp. 0.34% Add +0.1% 92,546 $8.7M
Fuller & Thaler Asset Management, Inc. 0.03% Add +7.8% 91,830 $8.7M
Police & Firemen's Retirement System of New Jersey 0.08% — 91,568 $8.7M
CW Advisors, LLC 0.12% Reduce -2.5% 91,330 $8.6M
PDT Partners, LLC 0.76% Reduce -8.1% 91,290 $8.6M
Abacus FCF Advisors LLC 1.13% Add +73.2% 90,567 $8.6M
Public Sector Pension Investment Board 0.04% Add +250.9% 90,391 $8.5M
Louisiana State Employees Retirement System 0.16% Reduce -4.0% 90,200 $8.5M
Private Wealth Partners, LLC 0.65% No change 90,000 $8.5M
LVM Capital Management Ltd. 0.91% Add +10.7% 89,827 $8.5M
Carderock Capital Management Inc. 2.13% Reduce -0.5% 89,783 $8.5M
NEOS Investment Management LLC 0.20% Add +24.4% 89,741 $8.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.7% 88,966 $8.4M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -91.6% 88,326 $8.3M
Castellan Group 3.57% New 87,208 $8.2M
Brevan Howard Capital Management LP 0.20% Add +418.5% 86,612 $8.2M
Vanguard Personalized Indexing Management, LLC 0.12% Add +4.9% 86,573 $8.2M
Bristlecone Advisors, LLC 0.64% Reduce -0.8% 86,516 $8.2M
Yousif Capital Management, LLC 0.09% Reduce -6.2% 84,541 $8.0M
TD Waterhouse Canada Inc. 0.06% Add +6.4% 84,013 $7.9M
Foster Victor Wealth Advisors, LLC 0.59% Reduce -11.2% 81,851 $7.7M
Gotham Asset Management 0.07% Add +11.0% 81,486 $7.7M
Swiss Life Asset Management Ltd 0.06% Add +187.8% 80,320 $7.6M
Oddo BHF Asset Management Sas 0.38% New 80,151 $7.6M
Janus Henderson Group PLC 0.00% Reduce -0.9% 79,864 $7.5M
Integrated Advisors Network LLC 0.36% Add +0.3% 79,687 $7.5M
Advisory Services Network, LLC 0.14% Add +40.7% 78,321 $7.4M
MML Investors Services, LLC 0.03% Add +70.2% 77,787 $7.3M
Sienna Gestion 0.49% Add +1089.2% 77,001 $7.3M
Voleon Capital Management LP 0.54% — 76,805 $7.3M
S&T Bank 2.30% Reduce -36.5% 76,369 $7.2M
Slow Capital, Inc. 1.02% Reduce -1.3% 76,209 $7.2M
Nia Impact Advisors, LLC 2.34% Reduce -0.3% 76,189 $7.2M
First Foundation Advisors 0.27% Add +12.3% 76,041 $7.2M
Aldebaran Financial Inc. 8.17% Reduce -6.5% 73,443 $7.0M
Walleye Capital LLC 0.07% Reduce -8.9% 73,845 $7.0M
UNIVEST FINANCIAL Corp 0.44% Add +0.2% 73,339 $6.9M
Wellington Management Group LLP 0.00% Reduce -10.0% 72,995 $6.9M
State of Alaska, Department of Revenue 0.08% Reduce -1.6% 72,531 $6.9M
Front Row Advisors LLC 2.36% Reduce -0.6% 72,343 $6.8M
Inspire Investing, LLC 0.75% Add +0.0% 70,837 $6.7M
Harvest Fund Management Co., Ltd 0.31% Add +53.8% 71,290 $6.7M
Profund Advisors LLC 0.24% Add +8.1% 69,695 $6.6M
Primecap Management Co. 0.01% No change 69,450 $6.6M
Neuberger Berman Group LLC 0.01% Reduce -3.1% 68,837 $6.5M
Sage Mountain Advisors LLC 0.47% Reduce -0.4% 68,448 $6.5M
Liberty Capital Management, Inc. 1.42% Reduce -0.1% 67,791 $6.4M
BNP Paribas 0.09% Reduce -1.1% 67,583 $6.4M
Elo Mutual Pension Insurance Co 0.14% Reduce -2.3% 67,266 $6.4M
Ameritas Investment Partners, Inc. 0.21% Reduce -1.0% 67,262 $6.4M
Leuthold Group, LLC 0.76% Reduce -3.6% 67,055 $6.3M
Stratos Wealth Partners, LTD. 0.09% Add +0.6% 66,816 $6.3M
Parsons Capital Management Inc. 0.34% Reduce -0.8% 66,268 $6.3M
Baltimore-Washington Financial Advisors, Inc. 0.32% Add +11.7% 66,047 $6.2M
YHB Investment Advisors, Inc. 0.51% Add +5.0% 65,797 $6.2M
Kestra Advisory Services, LLC 0.03% Add +13.6% 65,707 $6.2M
NorthCrest Asset Manangement, LLC 0.18% Add +0.9% 64,588 $6.1M
O'shaughnessy Asset Management, LLC 0.05% Add +19.0% 64,481 $6.1M
Vinva Investment Management Ltd 0.23% Reduce -60.7% 63,675 $6.1M
Edgestream Partners, L.P. 0.26% New 63,788 $6.0M
Tower Research Capital LLC (TRC) 0.12% Add +122.5% 63,152 $6.0M
Savant Capital, LLC 0.05% Reduce -2.6% 61,874 $5.8M
Pathstone Holdings, LLC 0.03% Add +5.9% 61,774 $5.8M
Knollwood Investment Advisory, LLC 0.61% No change 61,425 $5.8M
Quantinno Capital Management LP 0.06% Add +27.9% 61,359 $5.8M
Mizuho Securities USA LLC 0.10% Add +46.5% 60,293 $5.7M
Faithward Advisors, LLC 0.97% Reduce -0.7% 60,169 $5.7M
Maytus Capital Management, LLC 1.98% Reduce -27.3% 60,000 $5.7M
IFP Advisors, Inc 0.19% Add +24.1% 59,832 $5.7M
Shell Asset Management Co. 0.25% Reduce -2.1% 59,476 $5.6M
Fagan Associates, Inc. 0.88% Add +3.2% 58,565 $5.5M
Candriam S.C.A. 0.03% Add +26.4% 58,254 $5.5M
CWA Asset Management Group, LLC 0.28% Reduce -7.6% 58,167 $5.5M
Jain Global LLC 0.16% — 57,903 $5.5M
Captrust Financial Advisors 0.02% Add +15.3% 57,759 $5.5M
Wealthfront Advisers LLC 0.02% Add +29.5% 57,747 $5.5M
Institute for Wealth Management, LLC. 0.68% Reduce -0.5% 57,483 $5.4M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.64% Reduce -37.9% 57,457 $5.4M
Alamar Capital Management, LLC 2.96% Reduce -3.4% 57,328 $5.4M
Tudor Investment Corporation 0.06% Reduce -68.5% 56,992 $5.4M
Algert Global LLC 0.13% Reduce -2.5% 56,769 $5.4M
Steward Partners Investment Advisory, LLC 0.05% Add +0.7% 56,638 $5.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.7% 55,892 $5.3M
Sendero Wealth Management, LLC 0.79% Add +36.8% 55,873 $5.3M
Alcosta Capital Management, Inc. 3.06% New 55,539 $5.2M
Icon Advisers Inc. 1.19% No change 55,000 $5.2M
Altrafin AG 1.79% Reduce -2.1% 54,560 $5.2M
Oregon Public Employees Retirement Fund 0.09% Add +0.4% 54,526 $5.2M
Y.D. More Investments Ltd 0.46% Reduce -9.3% 54,417 $5.1M
Townsquare Capital LLC 0.06% Add +384.6% 53,701 $5.1M
Hennion & Walsh Asset Management, Inc. 0.23% Add +13.4% 53,225 $5.0M
Linden Thomas Advisory Services, LLC 0.63% Add +4.7% 52,569 $5.0M
Geneos Wealth Management Inc. 0.17% Add +22.1% 52,009 $4.9M
Executive Wealth Management, LLC 0.38% Reduce -34.5% 51,257 $4.8M
Decker Retirement Planning Inc. 2.80% — 50,980 $4.8M
Buckhead Capital Management LLC 1.53% Reduce -0.1% 50,521 $4.8M
Jackson Wealth Management, LLC 0.54% New 50,076 $4.7M
Johnson Financial Group, Inc. 0.22% Reduce -6.7% 46,239 $4.7M
Bank Ozk 1.93% Reduce -1.0% 49,345 $4.7M
Hancock Whitney Corp. 0.15% Add +20.7% 48,945 $4.6M
Gulf International Bank (UK) Ltd 0.12% Reduce -1.1% 48,848 $4.6M
Signet Financial Management, LLC 0.59% Reduce -0.1% 48,625 $4.6M
Twin Capital Management Inc. 0.50% Add +3.0% 48,370 $4.6M
HighPoint Advisor Group LLC 0.25% Add +0.6% 41,878 $4.5M
Teachers Retirement System of the State of Kentucky 0.04% Reduce -2.2% 46,921 $4.4M
Avanza Fonder AB 0.13% — 46,661 $4.4M
Truist Financial Corp. 0.01% Add +17.5% 46,429 $4.4M
Shaker Investments LLC 1.83% Add +34.8% 46,330 $4.4M
Groupe la Francaise 0.11% — 45,719 $4.4M
KRS Capital Management, LLC 3.06% Reduce -0.1% 45,845 $4.3M
UMB Bank, n.a. 0.07% Add +838.5% 45,059 $4.3M
PAX Financial Group, LLC 0.75% Add +2.3% 44,639 $4.2M
Norden Group LLC 0.48% New 44,623 $4.2M
Davidson Capital Management Inc. 1.09% Add +3.5% 43,681 $4.1M
Kentucky Retirement Systems 0.12% Reduce -1.4% 43,628 $4.1M
Insight Wealth Strategies, LLC 0.54% Add +79.3% 42,741 $4.0M
Anchor Investment Management, LLC 0.37% Reduce -7.9% 42,337 $4.0M
OMERS ADMINISTRATION Corp 0.03% Reduce -17.5% 42,122 $4.0M
Jefferies Financial Group Inc. 0.05% Add +48.7% 41,728 $3.9M
Atlantic Union Bankshares Corp 0.23% Reduce -16.4% 41,727 $3.9M
Motley Fool Asset Management LLC 0.21% Add +15.3% 41,703 $3.9M
Focus Partners Wealth 0.01% Add +34.5% 41,696 $3.9M
Sumitomo Life Insurance Co. 0.07% Reduce -13.2% 41,557 $3.9M
Meridian Management Co. 1.03% Reduce -4.9% 41,367 $3.9M
Harel Insurance Investments & Financial Services Ltd. 0.06% Add +12.6% 41,049 $3.9M
LMCG Investments, LLC 0.24% New 40,966 $3.9M
Meiji Yasuda Asset Management Co Ltd. 0.15% Add +110.4% 40,582 $3.8M
Simmons Bank 0.28% Reduce -1.7% 40,447 $3.8M
Atria Wealth Solutions, Inc. 0.04% Reduce -2.0% 39,888 $3.8M
Schonfeld Strategic Advisors LLC 0.02% Reduce -83.6% 39,750 $3.8M
Independent Financial Group, LLC 0.12% Add +6.8% 39,694 $3.8M
KCM Investment Advisors LLC 0.13% Reduce -2.5% 39,613 $3.7M
QRG Capital Management, Inc. 0.04% Add +1.7% 39,506 $3.7M
Trek Financial, LLC 0.28% New 39,366 $3.7M
Hartford Investment Management Co. 0.12% Reduce -1.6% 39,331 $3.7M
Mercer Global Advisors Inc. 0.01% New 39,224 $3.7M
Seascape Capital Management 1.28% Add +1.9% 38,798 $3.7M
United Capital Management of KS, Inc. 0.66% Reduce -5.6% 38,480 $3.6M
Arkadios Wealth Advisors 0.20% Add +1.5% 38,463 $3.6M
Migdal Insurance & Financial Holdings Ltd. 0.05% Reduce -0.6% 37,904 $3.6M
Aquatic Capital Management LLC 0.10% Reduce -73.5% 37,836 $3.6M
Ethic Inc. 0.07% Add +18.0% 37,512 $3.5M
M&T Bank Corp 0.01% Add +12.0% 37,126 $3.5M
United Asset Strategies, Inc. 0.32% Add +0.0% 37,012 $3.5M
Ashton Thomas Private Wealth, LLC 0.13% Add +7.2% 36,668 $3.5M
Cookson Peirce & Co. Inc. 0.16% New 36,505 $3.4M
Oppenheimer & Co. Inc. 0.05% Add +0.6% 36,293 $3.4M
Manhattan West Asset Management, LLC 0.92% Add +4.8% 36,212 $3.4M
Roundview Capital LLC 0.23% Reduce -0.8% 35,502 $3.4M
Norinchukin Bank, The 0.07% Add +8.5% 35,365 $3.3M
FourThought Financial Partners, LLC 0.34% Reduce -2.1% 34,782 $3.3M
Account Management LLC 3.82% No change 34,568 $3.3M
Moody LYNN Lieberson & Walker, LLC 0.20% New 34,412 $3.3M
Securian Asset Management, Inc. 0.09% Reduce -2.6% 34,190 $3.2M
Flagship Harbor Advisors, LLC 0.17% Add +4.3% 33,741 $3.2M
Maryland State Retirement & Pension System 0.07% Reduce -6.6% 33,703 $3.2M
Verition Fund Management LLC 0.02% Reduce -75.4% 33,275 $3.1M
Independent Advisor Alliance 0.04% Add +69.1% 32,947 $3.1M
Jupiter Asset Management Ltd. 0.03% New 32,657 $3.1M
Tobam 0.94% Reduce -27.2% 32,645 $3.1M
Cooper Financial Group 0.37% Reduce -8.6% 32,333 $3.1M
Moors & Cabot, Inc. 0.14% Reduce -1.0% 32,015 $3.0M
NewEdge Advisors, LLC 0.02% Add +50.5% 31,481 $3.0M
Apollon Wealth Management, LLC 0.07% Add +101.7% 30,857 $2.9M
Synovus Financial Corp. 0.04% Add +2.8% 30,634 $2.9M
MRP Capital Investments, LLC 2.63% Reduce -2.5% 30,578 $2.9M
Dana Investment Advisors, Inc. 0.09% Add +4.9% 30,360 $2.9M
Alps Advisors Inc. 0.02% Reduce -2.9% 30,338 $2.9M
HMS Capital Management, LLC 1.38% Add +1.0% 30,318 $2.9M
New Mexico Educational Retirement Board 0.10% Reduce -2.6% 30,250 $2.9M
Cumberland Partners Ltd 0.20% Add +13.2% 30,000 $2.8M
Boomfish Wealth Group, LLC 1.71% Reduce -8.2% 29,830 $2.8M
Aft, Forsyth & Sober, LLC 0.91% No change 29,750 $2.8M
Gradient Investments LLC 0.06% Reduce -7.5% 29,728 $2.8M
Decatur Capital Management, Inc. 1.28% Reduce -1.4% 29,677 $2.8M
Teza Capital Management LLC 0.42% Add +86.2% 29,555 $2.8M
GAM Holding AG 0.20% Reduce -7.1% 29,064 $2.7M
Commerce Bank 0.02% Reduce -1.0% 28,940 $2.7M
Versor Investments LP 0.47% Add +119.5% 28,765 $2.7M
Erste Asset Management GmbH 0.03% Add +2250.0% 28,200 $2.7M
RB Capital Management, LLC 0.66% No change 28,600 $2.7M
Convergence Financial, LLC 0.53% Reduce -1.1% 28,355 $2.7M
NorthCoast Asset Management LLC 0.01% Reduce -11.0% 28,275 $2.7M
Investment Management Corp of Ontario 0.09% Add +29.0% 27,872 $2.6M
Range Financial Group LLC 1.20% Add +316.3% 27,500 $2.6M
Camarda Financial Advisors, LLC 0.97% Reduce -31.6% 27,374 $2.6M
Leonteq Securities AG 0.25% Reduce -28.6% 27,362 $2.6M
B. Metzler seel. Sohn & Co. AG 0.03% Add +4.9% 27,349 $2.6M
D.A. Davidson & Co. 0.02% Reduce -1.8% 27,321 $2.6M
Prime Capital Investment Advisors, LLC 0.04% Add +2.1% 27,116 $2.6M
Inspire Trust Co, N.A. 0.65% No change 26,983 $2.5M
Groupama Asset Managment 0.05% Add +40.8% 26,520 $2.5M
Metis Global Partners, LLC 0.08% Add +4.6% 26,699 $2.5M
Freedom Day Solutions, LLC 0.75% Add +3.6% 26,645 $2.5M
Harold Davidson & Associates Inc. 1.19% — 26,412 $2.5M
Terra Alpha Investments LLC 2.51% — 26,238 $2.5M
Eagle Capital Management, LLC 1.00% Add +1.6% 26,176 $2.5M
Oak Associates Ltd. 0.17% No change 25,980 $2.5M
Union Bancaire Privee, UBP SA 0.04% — 25,485 $2.4M
Alaethes Wealth, LLC 0.87% Reduce -1.0% 25,892 $2.4M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -5.1% 25,892 $2.4M
Prudential PLC 0.01% Reduce -70.8% 25,751 $2.4M
Westpac Banking Corp. 0.16% Reduce -3.4% 25,721 $2.4M
China Universal Asset Management Co., Ltd. 0.23% Add +164.6% 25,673 $2.4M
Tealwood Asset Management Inc. 1.01% Add +0.2% 25,587 $2.4M
Retireful, LLC 1.34% Add +216.3% 25,279 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -10.7% 25,276 $2.4M
Iyo Bank, Ltd. 0.81% No change 25,050 $2.4M
ExodusPoint Capital Management, LP 0.02% Reduce -88.5% 24,975 $2.4M
Balyasny Asset Management L.P. 0.01% Add +4.4% 24,799 $2.3M
Exchange Traded Concepts, LLC 0.05% Add +31.0% 24,711 $2.3M
Cresset Asset Management, LLC 0.01% Reduce -65.3% 24,678 $2.3M
Advisors Asset Management, Inc. 0.04% Add +24.5% 24,380 $2.3M
Caprock Group, LLC 0.08% New 24,367 $2.3M
Fortis Group Advisors, LLC 0.42% Reduce -2.0% 24,068 $2.3M
Access Financial Services, Inc. 1.01% Reduce -4.6% 23,992 $2.3M
Diversified Trust Co. 0.05% Add +0.6% 23,852 $2.3M
Stratos Wealth Advisors, LLC 0.11% Reduce -0.2% 23,833 $2.3M
AXS Investments LLC 0.63% Reduce -9.2% 23,610 $2.2M
Trilogy Capital Inc. 0.11% Add +17.8% 23,499 $2.2M
Convergence Investment Partners, LLC 0.49% New 23,371 $2.2M
Perpetual Ltd 0.03% Reduce -3.8% 23,353 $2.2M
Private Advisor Group, LLC 0.01% Reduce -3.8% 23,312 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.30% Add +5.5% 23,289 $2.2M
111 Capital 0.46% — 23,232 $2.2M
Bangor Savings Bank 0.20% Reduce -3.1% 22,980 $2.2M
Pallas Capital Advisors LLC 0.09% Add +0.8% 22,692 $2.1M
Pitcairn Co. 0.13% Reduce -3.2% 22,531 $2.1M
Sterling Capital Management LLC 0.03% Add +6.8% 22,259 $2.1M
E Fund Management Co., Ltd. 0.11% Add +37.1% 22,171 $2.1M
Donoghue Forlines LLC 0.69% Add +160.4% 21,791 $2.1M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -2.8% 21,679 $2.0M
Gateway Investment Advisers LLC 0.02% Add +86.5% 21,676 $2.0M
Empirical Finance, LLC 0.12% Reduce -1.3% 21,383 $2.0M
Hudson Bay Capital Management LP 0.01% New 21,129 $2.0M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +6.0% 20,589 $1.9M
DB Fitzpatrick & Co, Inc 1.78% Reduce -9.7% 20,537 $1.9M
Congress Park Capital LLC 0.70% Reduce -1.3% 20,476 $1.9M
APG Asset Management US Inc. 0.01% New 20,467 $1.9M
InTrack Investment Management Inc 1.34% Reduce -8.4% 20,790 $1.9M
Fifth Third Bancorp 0.01% Reduce -1.0% 20,328 $1.9M
GDS Wealth Management 0.17% Add +253.5% 20,237 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.4% 20,199 $1.9M
Bokf, NA 0.03% Reduce -3.1% 20,172 $1.9M
Phoenix Financial Ltd. 0.03% Reduce -40.5% 20,100 $1.9M
Numerai GP LLC 0.51% Reduce -3.0% 19,875 $1.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +36.0% 19,866 $1.9M
Howard Capital Management, LLC 0.03% Add +3.1% 19,694 $1.9M
Parallax Volatility Advisers, L.P. 0.05% New 19,655 $1.9M
First United Bank & Trust 0.67% Reduce -0.4% 19,560 $1.8M
ORBA Wealth Advisors, L.L.C. 0.96% No change 19,503 $1.8M
Allstate Corp. 0.05% New 19,264 $1.8M
Accurate Wealth Management, LLC 0.35% Add +62.3% 19,188 $1.8M
Park Avenue Securities LLC 0.02% Add +75.0% 18,886 $1.8M
Caxton Associates LP 0.06% Add +575.7% 18,664 $1.8M
Lion Street Advisors, LLC 0.56% Add +29.1% 18,435 $1.7M
Stone Run Capital, LLC 0.68% Add +34.6% 18,300 $1.7M
&partners 0.02% Add +9.1% 17,632 $1.7M
Evergreen Private Wealth LLC 0.81% Add +1501.5% 18,209 $1.7M
Focus Partners Advisor Solutions, LLC 0.03% Add +42.8% 18,146 $1.7M
Choreo, LLC 0.02% Reduce -23.8% 18,043 $1.7M
WD Rutherford LLC 0.81% Reduce -0.1% 18,080 $1.7M
Johnson Investment Counsel Inc. 0.02% Reduce -0.5% 18,049 $1.7M
Milestone Asset Management, LLC 0.37% New 17,890 $1.7M
Money Concepts Capital Corp. 0.12% Add +2.6% 17,701 $1.7M
Huntington National Bank 0.02% Add +624.6% 17,355 $1.6M
Ostrum Asset Management 0.14% Add +377.0% 17,306 $1.6M
Caption Management, LLC 0.07% Reduce -31.6% 17,300 $1.6M
Renaissance Group LLC 0.07% Reduce -3.6% 17,199 $1.6M
TRUE Private Wealth Advisors 0.20% Reduce -1.1% 17,118 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.12% Add +12.6% 17,065 $1.6M
Assenagon Asset Management S.A. 0.00% Add +6.8% 17,062 $1.6M
Farther Finance Advisors, LLC 0.06% Add +148.1% 17,004 $1.6M
GAMMA Investing LLC 0.14% Add +45.9% 16,836 $1.6M
Empirical Asset Management, LLC 0.52% New 19,729 $1.6M
Lido Advisors, LLC 0.01% Reduce -37.6% 16,659 $1.6M
United Capital Financial Advisors, LLC 0.01% Reduce -2.0% 16,612 $1.6M
Strategy Asset Managers LLC 0.30% Reduce -3.7% 16,597 $1.6M
Financial Partners Group, LLC 0.65% Reduce -19.0% 16,580 $1.6M
Argonautica Private Wealth Management, Inc. 0.50% Reduce -0.1% 16,530 $1.6M
Enterprise Financial Services Corp 0.86% Reduce -0.2% 16,366 $1.5M
Enclave Advisors LLC 0.25% Add +75.9% 16,293 $1.5M
MassMutual Private Wealth & Trust, FSB 0.04% Add +1313.8% 16,273 $1.5M
Fox Hill Wealth Management 0.87% Reduce -0.1% 16,234 $1.5M
XTX Topco Ltd 0.13% Add +150.3% 16,219 $1.5M
JGP Wealth Management, LLC 0.20% Add +0.3% 16,089 $1.5M
Smith Group Asset Management, LLC 0.11% Add +3.7% 15,935 $1.5M
Alteri Wealth LLC 0.42% — 15,903 $1.5M
Exchange Capital Management, Inc. 0.24% No change 15,890 $1.5M
Signaturefd, LLC 0.03% Add +1.1% 15,849 $1.5M
Sheets Smith Investment Management 1.27% — 15,820 $1.5M
EP Wealth Advisors, LLC 0.01% Reduce -15.7% 15,816 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +30.4% 15,714 $1.5M
Leelyn Smith, LLC 0.26% Reduce -0.7% 15,655 $1.5M
DMC Group, LLC 1.20% Reduce -0.3% 15,583 $1.5M
Moneta Group Investment Advisors LLC 0.02% Add +6.1% 15,561 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Add +1.4% 15,454 $1.5M
Capital Analysts, LLC 0.06% No change 15,329 $1.4M
Wedbush Securities Inc. 0.05% Reduce -1.6% 15,241 $1.4M
Legacy Advisors, LLC 0.14% Add +2.6% 15,230 $1.4M
SVB Wealth LLC 0.03% New 15,213 $1.4M
Rwa Wealth Partners, LLC 0.02% Add +0.0% 15,134 $1.4M
Greenfield Savings Bank 0.68% Reduce -3.3% 15,085 $1.4M
Birchbrook, Inc. 0.81% Reduce -9.2% 15,078 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% No change 15,037 $1.4M
Raiffeisen Bank International AG 0.02% — 14,879 $1.4M
USA Financial Formulas 0.22% New 14,926 $1.4M
South Dakota Investment Council 0.03% Reduce -54.9% 14,851 $1.4M
Castle Rock Wealth Management, LLC 0.33% New 12,481 $1.4M
Groesbeck Investment Management Corp. 1.80% Add +5.5% 14,649 $1.4M
MAI Capital Management 0.01% Add +30.4% 14,595 $1.4M
CreativeOne Wealth, LLC 0.04% Add +18.4% 14,548 $1.4M
United Services Automobile Association 0.04% No change 14,444 $1.4M
Global Financial Private Client, LLC 0.51% Reduce -0.1% 14,332 $1.4M
Kovack Advisors, Inc. 0.13% Add +10.4% 14,263 $1.3M
Perigon Wealth Management, LLC 0.03% Add +14.5% 14,322 $1.3M
Virtus Advisers, LLC 0.55% New 14,251 $1.3M
Avantax Advisory Services, Inc. 0.01% Add +11.7% 14,235 $1.3M
44 Wealth Management LLC 0.52% Reduce -5.2% 14,219 $1.3M
V-Square Quantitative Management LLC 0.19% Add +13.5% 14,168 $1.3M
Praxis Investment Management Inc. 0.09% Add +8.3% 14,070 $1.3M
Plato Investment Management Ltd 0.10% Add +39.5% 13,974 $1.3M
Sunbelt Securities, Inc. 0.12% Reduce -5.7% 13,892 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +117.8% 13,953 $1.3M
Integrated Wealth Concepts LLC 0.02% Add +14.4% 13,739 $1.3M
Analyst IMS Investment Management Services Ltd. 0.05% No change 13,693 $1.3M
Kesler, Norman & Wride, LLC 0.28% Add +326.0% 13,674 $1.3M
Orion Capital Management LLC 0.57% Reduce -2.4% 13,650 $1.3M
Kintegral Advisory, LLC 0.12% Reduce -4.5% 13,620 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -4.1% 13,470 $1.3M
Meeder Advisory Services, Inc. 0.08% Add +2.4% 13,369 $1.3M
Woodline Partners LP 0.01% Reduce -97.8% 13,265 $1.3M
Exencial Wealth Advisors, LLC 0.05% Reduce -17.1% 13,242 $1.3M
Dover Advisors, LLC 0.72% Reduce -10.2% 13,220 $1.2M
Generali Asset Management SPA SGR 0.03% — 13,027 $1.2M
Alpha DNA Investment Management LLC 0.67% Add +10.8% 12,904 $1.2M
Frank, Rimerman Advisors LLC 0.09% Add +1.4% 12,819 $1.2M
Wisconsin Wealth Advisors, LLC 1.78% — 12,766 $1.2M
Elevate Wealth Advisory, Inc. 0.90% Reduce -0.7% 12,705 $1.2M
Kenora Financial, LLC 0.47% No change 12,609 $1.2M
Liontrust Investment Partners LLP 0.02% Reduce -61.8% 12,495 $1.2M
Prescott Group Capital Management, L.L.C. 0.16% New 12,417 $1.2M
Pinnacle Financial Partners Inc 0.02% Reduce -0.1% 12,290 $1.2M
Citizens Financial Group Inc. 0.02% Reduce -45.8% 12,227 $1.2M
Radnor Capital Management, LLC 0.19% Reduce -1.0% 12,200 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -1.9% 12,203 $1.2M
Orion Portfolio Solutions, LLC 0.01% Reduce -1.9% 12,203 $1.2M
HB Wealth Management, LLC 0.01% Add +9.4% 12,113 $1.1M
Vestcor Inc 0.04% Reduce -0.1% 12,046 $1.1M
Prelude Capital Management, LLC 0.09% Reduce -35.6% 11,922 $1.1M
Coldstream Capital Management Inc. 0.02% Add +2.5% 11,910 $1.1M
Myriad Asset Management US LP 0.74% — 11,671 $1.1M
Duncan Williams Asset Management, LLC 0.43% Add +3.9% 11,658 $1.1M
STF Management LP 0.49% Add +7.0% 11,655 $1.1M
Terra Nova Asset Management LLC 0.84% Add +1.8% 11,634 $1.1M
Jacksonville Wealth Management, LLC 1.01% — 11,441 $1.1M
Vise Technologies, Inc. 0.09% Add +31.5% 11,268 $1.1M
Wealth Quarterback LLC 0.49% Add +0.7% 11,136 $1.1M
Symphony Financial, Ltd. Co. 0.17% Reduce -1.1% 10,803 $1.1M
Board of the Pension Protection Fund 1.21% — 11,100 $1.0M
Patron Partners, LLC 0.56% Add +3.7% 11,002 $1.0M
Principal Securities, Inc. 0.02% Reduce -1.3% 10,960 $1.0M
Chase Investment Counsel Corp. 0.33% New 10,909 $1.0M
Caisse Des Depots Et Consignations 0.05% — 10,866 $1.0M
J.W. Cole Advisors, Inc. 0.04% Add +6.1% 10,830 $1.0M
NorthRock Partners, LLC 0.03% Reduce -1.8% 10,799 $1.0M
Larson Financial Group LLC 0.05% Add +1.6% 10,751 $1.0M
Werlinich Asset Management, LLC 0.59% No change 10,650 $1.0M
Fiduciary Trust Co 0.01% No change 10,586 $1.0M
Sheets Smith Wealth Management 0.12% Add +21.6% 10,580 $1000K
Wealth Alliance Advisory Group, LLC 0.21% No change 10,550 $997K
Thrive Wealth Management, LLC 0.18% Add +0.6% 10,510 $993K
Applied Finance Capital Management, LLC 0.04% No change 10,382 $981K
Systematic Alpha Investments, LLC 0.04% Add +0.0% 10,360 $979K
Canada Post Corp Registered Pension Plan 0.06% — 10,340 $977K
Brighton Jones LLC 0.03% Add +2.2% 10,327 $976K
FLC Capital Advisors 0.22% No change 10,305 $974K
Conestoga Capital Advisors, LLC 0.01% Add +1.4% 10,259 $969K
HBK Sorce Advisory LLC 0.03% Reduce -8.3% 10,254 $969K
Qtron Investments LLC 0.14% No change 10,226 $966K
Venture Visionary Partners LLC 0.04% Reduce -10.5% 10,197 $963K
Greenleaf Trust 0.01% Add +7.2% 10,031 $948K
Beacon Investment Advisors LLC 0.44% Reduce -0.2% 10,004 $945K
ICICI Prudential Asset Management Co Ltd 0.10% Reduce -61.6% 9,981 $943K
Y-Intercept (Hong Kong) Ltd 0.06% Reduce -15.0% 9,876 $933K
Freestone Capital Holdings, LLC 0.03% Add +45.5% 9,697 $916K
Valeo Financial Advisors, LLC 0.03% Reduce -6.8% 9,697 $916K
Quadrant Capital Group LLC 0.06% Add +0.8% 9,693 $916K
Arete Wealth Advisors, LLC 0.07% Add +22.8% 9,570 $904K
CIBC Private Wealth Group LLC 0.00% Add +1.3% 9,390 $902K
GraniteShares Advisors LLC 0.57% Reduce -23.2% 9,505 $898K
AlphaQuest LLC 0.12% Add +180.8% 9,495 $897K
Compound Planning, Inc. 0.05% Add +16.3% 9,485 $896K
Inspire Advisors, LLC 0.11% Add +0.2% 9,472 $895K
Willner & Heller, LLC 0.78% Reduce -0.6% 9,402 $888K
Mufg Securities Americas Inc. 0.12% — 9,392 $887K
Mangrove Partners Im, LLC 0.11% New 9,297 $878K
Glenview Trust Co 0.02% Reduce -0.3% 9,213 $870K
Byrne Financial Freedom, LLC 0.39% — 9,171 $866K
Cascade Investment Group, Inc. 0.61% No change 9,075 $857K
TruWealth Advisors, LLC 0.05% Add +4.0% 8,919 $843K
Bell Bank 0.06% Add +2.5% 8,916 $842K
State of Wyoming 0.11% Add +203.5% 8,883 $839K
Zhang Financial LLC 0.05% No change 8,878 $839K
Prasad Wealth Partners, LLC 0.27% — 8,842 $835K
Catalyst Funds Management Pty Ltd 0.21% Reduce -13.7% 8,800 $831K
Wealthcare Advisory Partners LLC 0.02% Reduce -6.8% 8,775 $829K
Cypress Capital Group 0.10% Reduce -24.0% 8,770 $829K
Horizon Investments, LLC 0.02% Add +0.9% 8,686 $821K
Bleakley Financial Group, LLC 0.02% No change 8,659 $818K
DAVENPORT & Co LLC 0.00% Reduce -19.7% 8,536 $806K
Paces Ferry Wealth Advisors, LLC 0.39% Reduce -0.4% 8,519 $805K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% New 8,500 $803K
Graham Capital Management, L.P. 0.04% Reduce -69.3% 8,492 $802K
Abn Amro Investment Solutions 0.01% Add +2.6% 8,398 $793K
Forum Financial Management, LP 0.01% Add +0.4% 8,369 $791K
StoneX Group Inc. 0.04% Reduce -16.9% 8,364 $790K
Sheaff Brock Investment Advisors, LLC 0.07% Add +1.4% 8,346 $789K
Net Worth Advisory Group 0.24% Reduce -1.9% 8,344 $788K
ABN AMRO Bank N.V. 0.01% Add +3.4% 8,300 $777K
Mainstay Capital Management LLC 0.12% Add +2.4% 8,216 $776K
Schechter Investment Advisors, LLC 0.06% Reduce -5.9% 8,188 $774K
Salem Investment Counselors Inc. 0.03% No change 8,129 $768K
Atticus Wealth Management, LLC 0.24% Reduce -1.0% 8,055 $761K
U.S. Capital Wealth Advisors, LLC 0.02% Add +0.6% 8,000 $756K
CoreCap Advisors, LLC 0.03% Reduce -1.6% 7,890 $745K
Great Lakes Advisors, LLC 0.01% Add +0.1% 7,870 $744K
Wolverine Trading, LLC 0.02% New 7,792 $741K
Parallel Advisors, LLC 0.02% Add +2.7% 7,738 $731K
Aptus Capital Advisors, LLC 0.01% Add +25.3% 7,716 $729K
Ballentine Partners, LLC 0.01% Add +2.1% 7,706 $728K
Saturna Capital Corp. 0.01% New 7,700 $727K
Gsa Capital Partners LLP 0.05% Reduce -49.7% 7,676 $725K
Parcion Private Wealth LLC 0.06% Reduce -2.5% 7,673 $725K
Meridian Wealth Management, LLC 0.03% Reduce -8.6% 7,624 $720K
U S Wealth Group, Llc. 0.54% — 7,534 $712K
NTV Asset Management LLC 0.09% No change 7,500 $709K
Curated Wealth Partners LLC 0.08% Add +32.4% 7,496 $708K
Capital Market Strategies LLC 0.41% Add +2.1% 7,475 $706K
Trust Asset Management LLC 0.06% No change 7,462 $705K
Blue Trust, Inc. 0.01% Reduce -47.6% 7,398 $699K
CX Institutional 0.03% Add +0.2% 7,365 $696K
Wesbanco Bank Inc. 0.02% No change 7,335 $693K
Kaydan Wealth Management, Inc. 0.23% Reduce -5.7% 7,327 $692K
Cassaday & Co Wealth Management LLC 0.02% Add +119.8% 7,300 $690K
Cache Advisors, LLC 0.29% — 7,285 $688K
Roberts Glore & Co. Inc. 0.20% No change 7,285 $688K
Harbor Capital Advisors, Inc. 0.03% Add +2.5% 7,262 $686K
Centiva Capital, LP 0.03% Reduce -82.4% 7,246 $685K
Howland Capital Management LLC 0.03% No change 7,150 $676K
Cornerstone Select Advisors, LLC 0.65% — 7,113 $672K
First Hawaiian Bank 0.02% New 7,096 $670K
Sigma Planning Corp 0.02% Reduce -11.7% 7,095 $670K
Loomis Sayles & Co. L P 0.00% No change 7,086 $669K
Equitable Holdings, Inc. 0.01% Add +54.2% 7,032 $664K
Transform Wealth, LLC 0.04% Reduce -1.3% 7,014 $663K
Ariadne Wealth Management, LP 0.30% Add +11.9% 6,016 $659K
Fielder Capital Group LLC 0.20% Add +1.6% 6,904 $652K
Asset Advisors Investment Management, LLC 0.07% New 6,895 $651K
Fifth Third Wealth Advisors LLC 0.04% Add +1.6% 6,833 $646K
Summit Financial, LLC 0.02% Add +55.5% 6,821 $644K
X-Square Capital, LLC 0.26% Reduce -0.0% 6,807 $643K
Quantum Private Wealth, LLC 0.21% Reduce -12.8% 6,805 $643K
Lecap Asset Management Ltd. 0.17% New 6,773 $640K
Dorsey & Whitney Trust CO LLC 0.04% Add +5.4% 6,748 $638K
Jackson Creek Investment Advisors LLC 0.19% Reduce -3.5% 6,745 $637K
GTS Securities LLC 0.03% Reduce -83.9% 6,742 $637K
Valley Wealth Managers, Inc. 0.05% Add +6.1% 6,702 $633K
Fairtree Asset Management (Pty) Ltd 0.61% — 6,698 $633K
Chicago Partners Investment Group LLC 0.02% New 6,520 $626K
Lake Street Advisors Group, LLC 0.03% Add +2.7% 6,596 $623K
Cigna Investments Inc. 0.11% No change 6,540 $618K
Forte Capital LLC 0.07% No change 6,525 $616K
Azimuth Capital Investment Management LLC 0.02% Reduce -3.0% 6,510 $615K
1834 Investment Advisors Co. 0.08% Add +81.9% 6,509 $615K
GEM Asset Management, LLC 0.34% Reduce -0.5% 6,495 $614K
Allen Mooney & Barnes Investment Advisors LLC 0.10% Reduce -2.6% 6,479 $612K
Wilmington Savings Fund Society, FSB 0.01% Add +79.5% 6,472 $611K
JPL Wealth Management, LLC 0.17% — 6,425 $607K
Avitas Wealth Management LLC 0.08% Reduce -2.6% 6,421 $607K
Evoke Wealth, LLC 0.02% Add +22.2% 6,415 $606K
Capital Investment Advisors, LLC 0.01% New 6,385 $603K
Gerber, LLC 0.44% Reduce -7.3% 6,375 $602K
Catalyst Capital Advisors LLC 0.01% Add +1.4% 6,356 $601K
Mascagni Wealth Management, Inc. 0.59% — 6,191 $596K
Evergreen Capital Management LLC 0.02% Add +2.0% 6,240 $590K
Bison Wealth, LLC 0.13% New 6,194 $585K
Bordeaux Wealth Advisors LLC 0.09% Add +4.5% 6,140 $580K
Unique Wealth Strategies, LLC 0.25% Reduce -1.6% 6,120 $578K
Allworth Financial LP 0.00% Add +6.0% 5,837 $573K
Weiss Asset Management LP 0.02% Reduce -95.3% 6,059 $572K
Robertson Stephens Wealth Management, LLC 0.02% Add +0.2% 6,011 $568K
Clare Market Investments LLC 0.13% No change 6,005 $567K
Stephens Inc. 0.01% Reduce -44.8% 5,971 $564K
Q3 Asset Management 0.34% Reduce -18.0% 5,843 $552K
Claro Advisors Inc. 0.07% Reduce -6.9% 5,842 $552K
Wedmont Private Capital 0.03% Add +7.4% 5,809 $549K
BXM Wealth LLC 0.77% — 5,800 $548K
Proficio Capital Partners LLC 0.04% Add +95.3% 5,793 $547K
Alpha Zero LLC 0.42% — 5,768 $545K
DRW Securities, LLC 0.04% New 5,736 $542K
Moneco Advisors, LLC 0.06% Add +9.8% 5,728 $541K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 5,712 $540K
Inceptionr LLC 0.12% New 5,684 $537K
Capital Investment Counsel, Inc 0.08% No change 5,672 $536K
Ceeto Capital Group, LLC 0.20% No change 5,650 $534K
CI Investments Inc. 0.00% Add +30.1% 5,644 $533K
Keybank National Association 0.00% Reduce -44.4% 5,634 $532K
National Wealth Management Group, LLC 0.35% New 5,610 $530K
AssuredPartners Investment Advisors, LLC 0.10% — 5,591 $528K
Main Street Financial Solutions, LLC 0.05% Reduce -3.3% 5,587 $528K
Great Valley Advisor Group, Inc. 0.01% Add +28.6% 5,582 $527K
New Age Alpha Advisors, LLC 0.02% New 5,508 $520K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +1.2% 5,504 $520K
Angeles Wealth Management, LLC 0.04% Add +3.5% 5,481 $518K
Retirement Planning Group, LLC 0.03% Reduce -14.2% 5,450 $515K
Avestar Capital, LLC 0.05% Reduce -15.2% 5,448 $515K
Agf Management Ltd. 0.00% Reduce -88.9% 5,444 $514K
Syon Capital LLC 0.05% Reduce -1.2% 5,388 $509K
Delta Investment Management, LLC 0.10% Reduce -2.8% 5,384 $509K
HHM Wealth Advisors, LLC 0.07% Reduce -4.1% 5,370 $507K
OneDigital Investment Advisors LLC 0.01% Add +41.2% 5,339 $504K
Snowden Capital Advisors LLC 0.02% Reduce -6.9% 5,325 $503K
SYM FINANCIAL Corp 0.06% Add +25.4% 5,283 $499K
FineMark National Bank & Trust 0.02% Add +2.9% 5,260 $497K
Birchcreek Wealth Management, LLC 0.31% Reduce -0.3% 5,255 $496K
Connecticut Wealth Management, LLC 0.02% Add +1.3% 5,227 $494K
Global Trust Asset Management, LLC 0.19% Add +236.1% 5,210 $492K
Earned Wealth Advisors, LLC 0.16% Add +47.5% 5,184 $490K
Masso Torrence Wealth Management Inc. 0.26% Add +1.7% 5,162 $488K
Thoroughbred Financial Services, LLC 0.03% No change 5,155 $487K
Meiji Yasuda Life Insurance Co 0.01% Add +3.7% 5,080 $480K
Chiron Investment Management, LLC 0.16% No change 5,076 $480K
Acorn Wealth Advisors, LLC 0.20% Reduce -0.0% 5,069 $479K
Investment Advisory Group, LLC 0.16% No change 5,058 $478K
SBI Securities Co., Ltd. 0.01% — 5,050 $477K
Garde Capital, Inc. 0.03% No change 5,025 $475K
OneAscent Financial Services LLC 0.04% New 5,018 $474K
Regions Financial Corp. 0.00% Reduce -1.3% 5,015 $474K
Spurstone Advisory Services, LLC 9.00% — 5,000 $472K
Yorktown Management & Research Co Inc 0.45% No change 4,950 $468K
Catalyst Financial Partners LLC 0.09% Add +4.0% 4,949 $468K
Ritholtz Wealth Management 0.01% Add +42.5% 4,909 $464K
Optimist Retirement Group LLC 0.22% Reduce -3.4% 4,905 $463K
Cornerstone Enterprises, LLC 0.28% New 4,903 $463K
Flow Traders U.S. LLC 0.02% New 4,891 $462K
Interchange Capital Partners, LLC 0.17% New 4,435 $460K
Asahi Life Asset Management Co., LTD. 0.28% Reduce -15.0% 4,800 $454K
Freedom Investment Management, Inc. 0.04% Add +22.1% 4,751 $449K
CENTRAL TRUST Co 0.01% Add +52.3% 4,739 $448K
Wealthspire Advisors, LLC 0.00% Reduce -27.1% 4,719 $446K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.15% Add +9.1% 4,680 $442K
Mendel Money Management 0.20% No change 4,655 $440K
Brookstone Capital Management 0.01% Add +0.3% 4,641 $438K
Poinciana Advisors Group, LLC 0.44% — 4,616 $436K
Gries Financial LLC 0.08% Add +19.2% 4,600 $435K
Petrus Trust Company, LTA 0.04% Add +9.7% 4,594 $434K
Belpointe Asset Management LLC 0.03% Reduce -6.7% 5,637 $432K
My Legacy Advisors, LLC 0.17% Reduce -1.5% 4,629 $431K
Capital Advisory Group Advisory Services, LLC 0.15% No change 4,545 $429K
Atlatl Advisers LLC 0.25% — 4,535 $428K
Western Wealth Management, LLC 0.02% Reduce -14.7% 4,516 $427K
Sandy Spring Bank 0.02% No change 4,500 $425K
Clearstead Advisors, LLC 0.01% Add +15.9% 4,480 $423K
Haverford Trust Co 0.00% Reduce -26.1% 4,478 $423K
Mutual Advisors, LLC 0.01% Add +20.6% 4,498 $423K
AE Wealth Management LLC 0.00% Add +36.1% 4,468 $422K
Capital Investment Advisory Services, LLC 0.04% Add +5.4% 4,455 $421K
Lifestyle Asset Management, Inc. 0.23% Reduce -3.9% 4,437 $419K
Brown Brothers Harriman & Co. 0.00% Add +16.0% 4,428 $418K
Everhart Financial Group, Inc. 0.09% Add +7.3% 4,426 $418K
Sciencast Management LP 0.11% Reduce -86.2% 4,390 $415K
Ramirez Asset Management, Inc. 0.08% No change 4,387 $414K
Mgo One Seven LLC 0.02% Add +26.2% 4,387 $414K
Impact Investors, Inc 0.32% — 4,359 $412K
Prospera Financial Services Inc 0.01% Reduce -12.8% 4,354 $411K
AlTi Global, Inc. 0.01% Add +0.1% 4,318 $408K
Truvestments Capital LLC 0.10% Add +3.0% 4,310 $407K
AdvisorNet Financial, Inc 0.03% Reduce -1.2% 4,308 $407K
Mather Group, Llc. 0.01% Reduce -1.7% 4,278 $404K
Archford Capital Strategies, LLC 0.06% Reduce -16.4% 4,266 $403K
Mission Wealth Management, LP 0.01% Reduce -0.6% 4,242 $401K
Prosperity Wealth Management, Inc. 0.16% New 4,235 $400K
Peloton Wealth Strategists 0.16% Add +37.6% 4,230 $400K
Rehmann Capital Advisory Group 0.03% No change 4,232 $400K
Scientech Research LLC 0.11% New 4,221 $399K
Investment Partners Asset Management, Inc. 0.31% Reduce -2.4% 4,217 $398K
Moloney Securities Asset Management, LLC 0.05% Reduce -8.3% 4,215 $398K
Rooted Wealth Advisors, Inc. 0.15% Add +30.5% 4,098 $393K
Stevard, LLC 1.46% No change 4,150 $392K
Choate Investment Advisors 0.01% Add +9.2% 4,125 $390K
Three Seasons Wealth, LLC 0.19% New 4,123 $390K
Summit Global Investments 0.02% New 4,069 $384K
TD Capital Management LLC 0.04% Reduce -21.4% 4,060 $384K
Heritage Wealth Advisors 0.02% No change 4,057 $383K
Gabelli Funds LLC 0.00% No change 4,031 $381K
Allegiance Financial Group Advisory Services LLC 0.12% New 4,030 $381K
Journey Strategic Wealth LLC 0.01% Add +0.5% 4,009 $379K
Texas Bank & Trust Co 0.16% — 4,000 $378K
Brooklyn Investment Group 0.11% Add +3.7% 3,999 $378K
Commerzbank Aktiengesellschaft 0.01% New 3,951 $376K
OneAscent Wealth Management LLC 0.15% New 3,956 $374K
DF Dent & Co. Inc. 0.00% Reduce -0.3% 3,940 $372K
Smartleaf Asset Management LLC 0.04% Add +35.0% 3,907 $372K
Conning Inc. 0.01% Reduce -6.7% 3,916 $370K
Columbus Macro, LLC 0.05% Add +29.2% 3,908 $369K
Waverly Advisors, LLC 0.01% Add +31.1% 3,904 $369K
SeaCrest Wealth Management, LLC 0.04% Reduce -8.2% 3,889 $367K
Olympiad Research LP 0.38% Reduce -31.9% 3,862 $365K
Pennsylvania Capital Management Inc. 0.13% Reduce -27.2% 3,854 $364K
Callan Family Office, LLC 0.02% New 3,848 $364K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 3,846 $363K
American Trust 0.03% Add +20.5% 3,828 $362K
WASHINGTON TRUST Co 0.01% No change 3,825 $361K
Global Retirement Partners, LLC 0.01% Add +35.7% 3,807 $360K
River Street Advisors LLC 0.18% No change 3,805 $359K
Compass Ion Advisors, LLC 0.04% Add +0.1% 3,783 $357K
RMR Wealth Builders 0.04% Reduce -2.9% 3,778 $357K
Alpha Family Trust 0.20% No change 3,745 $354K
Occidental Asset Management, LLC 0.05% Add +30.2% 3,725 $352K
First National Trust Co 0.01% Add +17.7% 3,703 $350K
Graypoint LLC 0.02% Add +11.1% 3,699 $349K
Hantz Financial Services, Inc. 0.01% Reduce -60.3% 3,687 $348K
Philadelphia Trust Co. 0.03% No change 3,650 $345K
Permanent Capital Management, LP 0.11% — 3,647 $345K
Insigneo Advisory Services, LLC 0.04% Add +1.5% 3,616 $342K
Rice Partnership, LLC 0.07% Reduce -1.4% 3,615 $342K
Sagespring Wealth Partners, LLC 0.01% — 3,610 $341K
Cynosure Group, LLC 0.05% Reduce -34.2% 3,610 $341K
International Assets Investment Management, LLC 0.03% Add +0.1% 3,581 $339K
Checchi Capital Advisers, LLC 0.03% Add +0.8% 3,579 $338K
Gladstone Institutional Advisory LLC 0.02% Reduce -6.0% 3,572 $337K
TD Private Client Wealth LLC 0.01% Reduce -12.2% 3,548 $335K
IHT Wealth Management, LLC 0.01% Reduce -32.3% 3,525 $333K
PDS Planning, Inc 0.03% Add +0.3% 3,521 $333K
Intrua Financial, LLC 0.05% Reduce -12.6% 3,510 $332K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% No change 3,500 $331K
Waddell & Associates, LLC 0.03% No change 3,500 $331K
Miller Financial Services LLC 0.28% — 3,495 $330K
Juncture Wealth Strategies, LLC 0.12% No change 3,494 $330K
SteelPeak Wealth, LLC 0.01% New 3,487 $329K
Verus Capital Partners, LLC 0.03% No change 3,472 $328K
Oder Investment Management, LLC 0.27% No change 3,467 $328K
Focus Financial Network, Inc. 0.01% Reduce -10.1% 3,463 $327K
Trust Point Inc. 0.02% Add +22.1% 3,462 $327K
denkapparat Operations GmbH 0.48% — 3,426 $324K
Clarius Group, LLC 0.02% Add +0.4% 3,420 $323K
Pinnacle Associates Ltd. 0.00% Reduce -1.1% 3,405 $322K
BIP Wealth, LLC 0.02% Reduce -11.0% 3,392 $320K
Lester Murray Antman dba SimplyRich 0.09% New 3,390 $320K
Lodestone Wealth Management LLC 0.16% Reduce -0.1% 3,386 $320K
Independence Bank of Kentucky 0.05% Reduce -12.9% 3,375 $319K
Fox Run Management, L.L.C. 0.06% Add +18.3% 3,369 $318K
Evanson Asset Management, LLC 0.02% No change 3,363 $318K
Elevatus Welath Management 0.11% No change 3,317 $313K
Jackson Square Capital, LLC 0.08% New 3,315 $313K
Fisher Asset Management 0.00% Reduce -91.1% 3,303 $312K
Hilltop Holdings Inc. 0.02% New 3,302 $312K
Silver Oak Securities, Incorporated 0.03% Add +2.6% 3,273 $311K
ICONIQ Capital, LLC 0.00% New 3,266 $309K
Massachusetts Financial Services Co. 0.00% Reduce -12.4% 3,262 $308K
Chicago Capital, LLC 0.01% New 3,259 $308K
Benchmark Investment Advisors LLC 0.20% Reduce -1.7% 3,255 $308K
Cary Street Partners Financial LLC 0.01% — 3,234 $306K
Bridgefront Capital, LLC 0.10% Reduce -41.0% 3,233 $305K
Gallacher Capital Management LLC 0.15% Reduce -3.1% 3,229 $305K
Tucker Asset Management LLC 0.07% Add +32010.0% 3,211 $303K
Highview Capital Management LLC 0.12% No change 3,203 $303K
Kirtland Hills Capital Management, LLC 0.19% New 3,169 $299K
World Investment Advisors 0.01% New 3,114 $294K
Taylor Hoffman Capital Management LLC 0.11% No change 3,113 $294K
Roman Butler Fullerton & Co. 0.09% New 2,998 $290K
SageView Advisory Group, LLC 0.01% New 3,058 $289K
Jaffetilchin Investment Partners, LLC 0.02% No change 3,051 $288K
Ipswich Investment Management Co., Inc. 0.07% No change 3,050 $288K
Aviance Capital Partners, LLC 0.04% No change 3,041 $287K
Mindset Wealth Management, LLC 0.10% Reduce -18.9% 3,028 $286K
D'Orazio & Associates, Inc. 0.04% Add +2.0% 2,992 $283K
Sound Income Strategies, LLC 0.02% Add +6544.4% 2,990 $282K
Fidelis Capital Partners, LLC 0.03% Add +2.8% 2,795 $282K
Austin Private Wealth, LLC 0.03% Reduce -8.5% 2,976 $281K
Plante Moran Financial Advisors, LLC 0.02% Reduce -0.2% 2,969 $281K
Keel Point, LLC 0.02% Add +2.0% 2,964 $280K
Sustainable Insight Capital Management, LLC 0.12% New 2,950 $279K
LaSalle St. Investment Advisors, LLC 0.09% Add +11.9% 2,935 $277K
Legacy Trust 0.06% Reduce -2.7% 2,904 $274K
Personal Cfo Solutions, LLC 0.05% New 2,902 $274K
Trifecta Capital Advisors, LLC 0.05% No change 2,876 $272K
Duncker Streett & Co. Inc. 0.05% No change 2,875 $272K
Ifrah Financial Services, Inc. 0.07% Reduce -3.5% 2,852 $270K
Stegent Equity Advisors, Inc. 0.27% New 2,852 $269K
Oak Thistle LLC 0.08% New 2,849 $269K
Synergy Asset Management, LLC 0.02% New 2,834 $269K
Hanson & Doremus Investment Management 0.04% No change 2,825 $267K
Ameliora Wealth Management Ltd. 0.10% New 2,810 $265K
Central Pacific Bank - Trust Division 0.04% No change 2,800 $265K
Avantax Planning Partners, Inc. 0.01% New 2,800 $265K
One Capital Management, LLC 0.01% Reduce -2.5% 2,779 $263K
Trust Co. of Vermont 0.01% No change 2,752 $260K
Stonegate Investment Group, LLC 0.01% Reduce -62.2% 2,738 $259K
Premier Path Wealth Partners, LLC 0.04% New 2,736 $258K
M3 Advisory Group, LLC 0.19% Reduce -0.3% 2,736 $258K
MIdWestOne Financial Group, Inc. 0.04% Reduce -5.4% 2,728 $258K
Twinbeech Capital LP 0.00% Reduce -97.4% 2,728 $258K
Resonant Capital Advisors, LLC 0.02% New 2,723 $257K
Acropolis Investment Management, LLC 0.02% No change 2,722 $257K
Brendel Financial Advisors LLC 0.16% New 2,720 $257K
Sax Wealth Advisors, LLC 0.02% New 2,717 $257K
Fairfield Financial Advisors, LTD 0.09% No change 2,710 $256K
Centaurus Financial, Inc. 0.02% New 2,708 $256K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -24.7% 2,707 $256K
Members Trust Co 0.01% Reduce -9.0% 2,707 $256K
Crumly & Associates Inc. 0.07% New 2,706 $256K
Navellier & Associates Inc. 0.03% Add +2.2% 2,683 $253K
Waterloo Capital, L.P. 0.03% New 2,677 $253K
Concurrent Investment Advisors, LLC 0.01% Reduce -43.4% 2,670 $252K
True Freedom Investing, LLC 0.11% — 2,663 $252K
Meritas Wealth Management, LLC 0.15% Reduce -2.8% 2,653 $251K
First Manhattan Co. Llc. 0.00% No change 2,644 $250K
Tiaa Trust, National Association 0.00% Reduce -6.5% 2,618 $247K
GC Wealth Management RIA, LLC 0.04% Add +0.0% 2,605 $246K
Novare Capital Management LLC 0.02% No change 2,600 $246K
Marex Group Ltd 0.00% New 2,576 $243K
Essex LLC 0.05% New 2,575 $243K
Level Four Advisory Services, LLC 0.01% Reduce -9.0% 2,575 $243K
Tandem Wealth Advisors LLC 0.12% New 2,548 $241K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.01% New 2,537 $240K
Platform Technology Partners 0.07% Reduce -2.5% 2,536 $240K
Montag A & Associates Inc. 0.01% No change 2,515 $238K
Intrust Bank NA 0.02% New 2,506 $237K
Tradition Wealth Management, LLC 0.02% New 2,503 $236K
Wealth Alliance, LLC 0.03% New 2,501 $236K
Patrick M Sweeney & Associates, Inc. 0.18% New 2,500 $236K
Marble Harbor Investment Counsel, LLC 0.03% New 2,500 $236K
Essex Financial Services, Inc. 0.02% New 2,487 $235K
Smith, Moore & Co. 0.02% New 2,486 $235K
Lake Street Private Wealth, LLC 0.04% New 2,485 $235K
Balboa Wealth Partners 0.05% New 2,482 $234K
EverSource Wealth Advisors, LLC 0.01% Add +243.0% 2,480 $234K
Advisors Capital Management, LLC 0.00% New 2,479 $234K
Aaron Wealth Advisors LLC 0.03% New 2,476 $234K
West Family Investments, Inc. 0.08% New 2,474 $234K
Impact Capital Partners LLC 0.08% — 2,469 $233K
Brady Family Wealth, LLC 0.07% New 2,463 $233K
L2 Asset Management, LLC 0.05% Reduce -70.5% 2,447 $231K
Argent Trust Co 0.01% New 2,447 $231K
Cornerstone Advisory, LLC 0.03% New 2,053 $229K
Sentry Investment Management LLC 0.11% Reduce -14.0% 2,426 $229K
GWN Securities Inc. 0.06% — 2,362 $229K
FWG Holdings, LLC 0.11% New 2,260 $228K
Aspiriant, LLC 0.01% New 2,406 $227K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,391 $226K
Geller Advisors LLC 0.01% New 2,385 $225K
Smithfield Trust Co 0.01% No change 2,365 $225K
Linscomb Wealth, Inc. 0.01% New 2,374 $224K
MV Capital Management, Inc. 0.02% Add +0.2% 2,359 $223K
David J Yvars Group 0.14% New 2,350 $222K
GeoWealth Management, LLC 0.01% Reduce -2.2% 2,348 $222K
Drive Wealth Management, LLC 0.05% New 2,348 $222K
Simon Quick Advisors, LLC 0.01% New 2,344 $221K
MGB Wealth Management, LLC 0.07% New 2,340 $221K
Kaufman Rossin Wealth, LLC 0.23% — 2,340 $221K
GPS Wealth Strategies Group, LLC 0.03% Add +8.6% 2,340 $221K
CSM Advisors, LLC 0.01% New 2,326 $220K
Rakuten Securities, Inc. 0.09% Add +532.6% 2,328 $220K
CFM Wealth Partners LLC 0.04% New 2,297 $217K
Axq Capital, LP 0.10% Reduce -37.0% 2,295 $217K
Hexagon Capital Partners LLC 0.04% Reduce -4.2% 2,276 $215K
Westfuller Advisors, LLC 0.14% New 2,275 $215K
Lebenthal Global Advisors, LLC 0.04% New 2,275 $215K
Marietta Investment Partners LLC 0.05% New 2,270 $214K
Strategic Blueprint, LLC 0.01% New 2,268 $214K
Gemmer Asset Management LLC 0.02% New 2,266 $214K
Marshall Financial Group, LLC 0.05% Reduce -14.5% 2,261 $214K
Lindbrook Capital, LLC 0.02% Add +7.6% 2,251 $213K
Forvis Mazars Wealth Advisors, LLC 0.00% New 2,241 $212K
Lineweaver Wealth Advisors, LLC 0.04% New 2,221 $210K
Trust Co. of Oklahoma 0.07% New 2,220 $210K
Kickstand Ventures, Llc. 0.05% New 2,218 $210K
PFG Investments, LLC 0.01% New 2,206 $208K
Soltis Investment Advisors LLC 0.02% New 2,193 $207K
Sunpointe, LLC 0.10% New 2,179 $206K
Ethos Financial Group, LLC 0.03% Reduce -43.9% 2,179 $206K
Human Investing LLC 0.04% New 2,171 $205K
Northwest Wealth Management, LLC 0.04% New 2,168 $205K
Accordant Advisory Group Inc 0.20% No change 2,167 $205K
Fi3 FINANCIAL ADVISORS, LLC 0.08% New 2,167 $205K
Essex Bank 0.05% New 2,155 $204K
Nwam LLC 0.01% New 2,150 $203K
Opinicus Capital, Inc. 0.17% New 2,140 $202K
Quotient Wealth Partners, LLC 0.01% New 2,138 $202K
Farringdon Capital, Ltd. 0.08% — 2,137 $202K
Quent Capital, LLC 0.02% Add +0.2% 2,127 $201K
Stance Capital LLC 0.12% — 2,018 $191K
Novem Group 0.03% — 1,960 $185K
Arax Advisory Partners 0.01% Reduce -21.2% 1,846 $174K
Cromwell Holdings LLC 0.10% No change 1,828 $173K
Whittier Trust Co. 0.00% Add +724.1% 1,813 $171K
Reyes Financial Architecture, Inc. 0.13% — 1,778 $168K
True Wealth Design, LLC 0.07% Add +12.6% 1,772 $167K
Mattson Financial Services, LLC 0.05% Reduce -68.9% 2,136 $166K
Asset Planning,Inc 0.12% — 1,727 $163K
Crewe Advisors LLC 0.02% Reduce -13.4% 1,695 $160K
Colonial Trust Co / SC 0.02% Add +61.6% 1,665 $157K
Creative Financial Designs Inc. 0.01% No change 1,570 $148K
Raleigh Capital Management Inc. 0.06% Add +63.6% 1,554 $147K
Caas Capital Management LP 0.12% New 1,530 $145K
Harbour Investments, Inc. 0.00% Add +17.6% 1,465 $138K
Financial Avengers, Inc. 0.06% Reduce -6.7% 1,400 $132K
Toth Financial Advisory Corp. 0.02% No change 1,370 $129K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -19.1% 1,351 $128K
Provenance Wealth Advisors, LLC 0.02% No change 1,304 $123K
Armstrong Advisory Group, Inc. 0.01% No change 1,300 $123K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +2602.1% 1,297 $123K
Medallion Wealth Advisors, LLC 0.06% — 1,230 $118K
Fairscale Capital, LLC 0.10% No change 1,249 $118K
Oliver Lagore Vanvalin Investment Group 0.03% New 1,206 $114K
Parkside Financial Bank & Trust 0.01% Add +3.6% 1,189 $112K
Eisler Capital Management Ltd. 0.00% — 1,155 $109K
McIlrath & Eck, LLC 0.01% No change 1,144 $108K
Covestor Ltd 0.07% Reduce -41.2% 1,133 $107K
Caldwell Trust Co 0.01% No change 1,125 $106K
Versant Capital Management, Inc 0.02% Add +13.1% 1,106 $104K
Compass Wealth Management LLC 0.02% No change 1,095 $103K
First Pacific Financial 0.02% No change 1,067 $101K
United Community Bank 0.04% No change 1,029 $97K
Itau Unibanco Holding S.A. 0.00% Add +621.8% 1,025 $97K
Darwin Wealth Management, LLC 0.03% No change 1,020 $96K
LMR Partners LLP 0.00% Add +9990.0% 1,009 $95K
Frazier Financial Advisors, LLC 0.08% No change 995 $95K
Arcadia Investment Management Corp. 0.02% New 1,000 $94K
Kapitalo Investimentos Ltda 0.06% New 994 $94K
Avalon Trust Co 0.01% Reduce -11.7% 985 $93K
North Star Investment Management Corp. 0.01% No change 935 $88K
Laurion Capital Management LP 0.01% New 925 $87K
Gen-Wealth Partners Inc 0.04% No change 920 $87K
CVA Family Office, LLC 0.01% Add +23.7% 920 $87K
Core Alternative Capital 0.02% No change 845 $80K
Ancora Advisors LLC 0.00% No change 843 $80K
Manchester Capital Management LLC 0.01% Add +13.5% 843 $80K
Kathleen S. Wright Associates Inc. 0.03% No change 836 $79K
Sierra Ocean, LLC 0.06% — 812 $77K
SOA Wealth Advisors, LLC. 0.01% No change 805 $76K
St. Johns Investment Management Company, LLC 0.03% New 763 $72K
JFS Wealth Advisors, LLC 0.00% Reduce -1.6% 762 $72K
Financial Freedom, LLC 0.04% No change 760 $72K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +2.5% 729 $69K
Rothschild Investment LLC 0.00% Add +8.8% 703 $66K
Intact Investment Management Inc. 0.00% Reduce -33.3% 700 $66K
Venturi Wealth Management, LLC 0.00% Add +30.6% 696 $66K
R Squared Ltd 0.06% — 690 $65K
Hurley Capital, LLC 0.05% — 645 $63K
Hemington Wealth Management 0.02% Add +12.0% 645 $60K
Private Trust Co. NA 0.01% Add +95.0% 630 $60K
Quarry LP 0.01% New 628 $59K
LFA - Lugano Financial Advisors SA 0.04% Add +445.4% 600 $57K
Chilton Capital Management LLC 0.00% No change 600 $57K
Runnymede Capital Advisors, Inc. 0.05% — 598 $56K
Clark Wealth Partners 0.04% — 595 $56K
Caitlin John, LLC 0.04% No change 570 $54K
Grove Bank & Trust 0.01% Add +18.8% 568 $54K
WPG Advisers, LLC 0.05% — 543 $51K
Capital Advisors, Ltd. LLC 0.01% No change 535 $51K
City State Bank 0.02% Add +0.2% 501 $47K
Atwood & Palmer Inc. 0.00% No change 500 $47K
Golden State Wealth Management, LLC 0.01% — 489 $46K
Creekmur Asset Management LLC 0.01% Reduce -9.4% 483 $46K
Farmers & Merchants Investments Inc. 0.00% No change 460 $43K
Banque Transatlantique SA 0.00% — 460 $43K
Graney & King, LLC 0.03% — 452 $43K
Key Financial Inc 0.01% No change 450 $43K
Oakworth Capital, Inc. 0.00% No change 437 $41K
Lavaca Capital LLC 0.02% New 420 $40K
Nemes Rush Group LLC 0.00% Reduce -37.3% 420 $40K
Asset Dedication, LLC 0.00% Add +20.1% 419 $40K
Olistico Wealth, LLC 0.02% No change 416 $39K
Oarsman Capital, Inc. 0.01% Add +188.9% 416 $39K
Private Wealth Management Group, LLC 0.01% No change 409 $39K
Optiver Holding B.V. 0.00% Reduce -0.3% 400 $38K
FLP Wealth Management, LLC 0.09% — 390 $37K
Rise Advisors, LLC 0.02% Add +1.9% 384 $36K
Evolution Advisers, Inc. 0.02% No change 390 $36K
GW&K Investment Management, LLC 0.00% Add +7.7% 351 $33K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -88.8% 349 $33K
Bfsg, LLC 0.00% No change 325 $31K
Eastern Bank 0.00% No change 325 $31K
Avior Wealth Management, LLC 0.00% Add +14.5% 308 $29K
Bogart Wealth, LLC 0.00% No change 300 $28K
Bell Investment Advisors, Inc 0.01% Reduce -2.3% 297 $28K
Stephens Consulting, LLC 0.01% No change 295 $28K
Riverview Trust Co 0.02% No change 289 $27K
Edmond DE Rothschild Holding S.A. 0.00% New 286 $27K
Aventura Private Wealth, LLC 0.01% — 285 $27K
Meeder Asset Management Inc. 0.00% Reduce -33.3% 283 $27K
Tacita Capital Inc 0.02% No change 261 $25K
Beacon Capital Management, LLC 0.00% No change 255 $24K
Resources Management Corp. /CT/ 0.00% No change 250 $24K
Pacifica Partners Inc. 0.01% New 250 $24K
American National Bank & Trust 0.00% New 250 $24K
LGT Financial Advisors LLC 0.05% No change 245 $23K
ORG Partners LLC 0.00% Reduce -0.8% 236 $22K
Summit Securities Group LLC 0.01% New 227 $21K
C M Bidwell & Associates Ltd. 0.01% No change 225 $21K
Elevation Wealth Partners, LLC 0.01% No change 225 $21K
CGC Financial Services, LLC 0.01% No change 225 $21K
WR Wealth Planners, LLC 0.01% Add +3.3% 221 $21K
CNB Bank 0.01% No change 204 $19K
AEGON ASSET MANAGEMENT UK Plc 0.00% New 199 $19K
Hartford Financial Management Inc. 0.00% No change 187 $18K
Castleview Partners, LLC 0.01% New 185 $18K
Fortitude Family Office, LLC 0.01% No change 182 $17K
Zions Bancorporation, N.A. 0.00% Add +15.4% 180 $17K
Prestige Wealth Management Group LLC 0.00% No change 176 $17K
Richard W. Paul & Associates, LLC 0.01% New 175 $17K
Abound Wealth Management 0.01% Reduce -9.5% 172 $16K
DT Investment Partners, LLC 0.00% Reduce -69.3% 157 $15K
Archer Investment Corp 0.00% No change 130 $12K
Princeton Global Asset Management LLC 0.00% No change 130 $12K
Prudent Man Investment Management, Inc. 0.01% — 129 $12K
TFC Financial Management, Inc. 0.00% Reduce -29.4% 127 $12K
Wolff Wiese Magana LLC 0.01% No change 126 $12K
Bellevue Asset Management, LLC 0.01% No change 125 $12K
Atlas Capital Advisors Inc. 0.00% No change 115 $11K
Sittner & Nelson, LLC 0.00% New 100 $9K
Tradewinds Capital Management, LLC 0.00% No change 100 $9K
Glen Eagle Advisors, LLC 0.00% No change 100 $9K
NBT Bank, N.A. 0.00% No change 100 $9K
Sachetta, LLC 0.00% No change 99 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 91 $9K
Arlington Trust Co LLC 0.00% No change 88 $8K
Avion Wealth 0.00% Add +9.2% 95 $8K
Centennial Bank 0.00% New 80 $8K
Providence First Trust Co 0.00% New 80 $8K
WealthTrak Capital Management LLC 0.01% — 78 $7K
Moser Wealth Advisors, LLC 0.00% No change 75 $7K
NFSG Corp 0.00% New 75 $7K
Raffa Wealth Management, LLC 0.00% No change 75 $7K
Stonebridge Financial Group, LLC 0.00% — 75 $7K
LRI Investments, LLC 0.00% No change 75 $7K
Colonial Trust Advisors 0.00% New 54 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 53 $5K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +960.0% 53 $5K
Harbor Investment Advisory, LLC 0.00% No change 52 $5K
Valued Wealth Advisors LLC 0.00% Reduce -27.1% 51 $5K
Alexis Investment Partners, LLC 0.00% — 50 $5K
Synergy Investment Management, LLC 0.00% — 50 $5K
Adirondack Trust Co. 0.00% No change 50 $5K
Cassady Schiller Wealth Management, LLC 0.00% Add +233.3% 50 $5K
JNBA Financial Advisors 0.00% No change 50 $5K
Lowe Wealth Advisors, LLC 0.00% New 49 $5K
Painted Porch Advisors LLC 0.00% Add +860.0% 48 $5K
Cape Investment Advisory, Inc. 0.00% Add +31.4% 46 $4K
MCF Advisors LLC 0.00% No change 45 $4K
Concord Wealth Partners 0.00% Reduce -95.9% 43 $4K
Altshuler Shaham Ltd 0.00% New 43 $4K
New England Capital Financial Advisors LLC 0.00% New 40 $4K
Cornerstone Planning Group LLC 0.00% Add +18.2% 39 $4K
Whipplewood Advisors, LLC 0.00% — 38 $4K
NewSquare Capital LLC 0.00% New 38 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% — 35 $3K
Aspect Partners, LLC 0.00% New 35 $3K
SJS Investment Consulting Inc. 0.00% Reduce -3.0% 32 $3K
Vermillion Wealth Management, Inc. 0.00% — 31 $3K
Tortoise Investment Management, LLC 0.00% Reduce -50.0% 30 $3K
PayPay Securities Corp 0.11% New 27 $3K
Principia Wealth Advisory, LLC 0.00% — 26 $2K
Clean Yield Group 0.00% No change 25 $2K
TruNorth Capital Management, LLC 0.00% No change 25 $2K
Carolinas Wealth Consulting LLC 0.00% No change 25 $2K
Pineridge Advisors LLC 0.00% No change 23 $2K
Global Wealth Strategies & Associates 0.00% No change 22 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 30 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 21 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 20 $2K
Indiana Trust & Investment Management Co 0.00% New 20 $2K
Riggs Asset Managment Co. Inc. 0.00% Add +21.4% 17 $2K
Legacy Investment Solutions, LLC 0.00% New 14 $2K
Legacy Wealth Managment, LLC 0.00% New 14 $2K
New Millennium Group LLC 0.00% No change 15 $1K
New Wave Wealth Advisors LLC 0.00% New 15 $1K
Continuum Advisory, LLC 0.00% Reduce -46.1% 14 $1K
Winnacle Wealth LLC 0.00% — 14 $1K
BOK Financial Private Wealth, Inc. 0.00% New 13 $1K
Caitong International Asset Management Co., Ltd 0.00% — 13 $1K
JDM Financial Group LLC 0.00% No change 12 $1K
Ruedi Wealth Management, Inc. 0.00% No change 12 $1K
Transcendent Capital Group LLC 0.00% No change 11 $1K
Navigoe, LLC 0.00% — 15 $1K
Transamerica Financial Advisors, LLC 0.00% No change 3 $1K
Picton Mahoney Asset Management 0.00% No change 15 $1K
Financial Management Professionals, Inc. 0.00% No change 10 $945
Nvwm, LLC 0.00% No change 9 $850
Parkworth Wealth Management, Inc. 0.00% — 8 $756
Highline Wealth Partners LLC 0.00% No change 7 $661
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $473
Laurel Wealth Advisors LLC 0.00% No change 5 $473
Cherry Tree Wealth Management, LLC 0.00% No change 5 $473
Chesapeake Asset Management LLC 0.00% No change 5 $472
Lanark Financial, Inc. 0.04% — 4 $412
Activest Wealth Management 0.00% Reduce -99.9% 4 $403
Bridge Generations Wealth Management LLC 0.00% — 4 $378
Missouri Trust & Investment Co 0.00% New 4 $378
WestEnd Advisors, LLC 0.00% Add +33.3% 4 $378
WealthCollab, LLC 0.00% No change 3 $284
Murphy & Mullick Capital Management Corp 0.00% — 2 $189
High Note Wealth, LLC 0.00% New 1 $94

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