Globe LifeGL

13F holders, Q1 2025 (March 31)
608holders +42
87new positions
46sold out
8famous investors
$131.61avg. 13F price*

At the end of Q1 2025, 608 institutions reported holding Globe Life Inc. (GL) in their 13F filings, up 42 from Q4 2024. 87 opened new positions and 46 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($833.7M) and Wellington Management Group LLP ($550.4M). 8 famous investors held it, including George Soros (0.3% of Soros Fund Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
Globe Life Inc.
Sector
Finance
CUSIP
37959E102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 596Q1 2024Q2 2024: 503Q2 2024Q3 2024: 526Q3 2024Q4 2024: 566Q4 2024Q1 2025: 608Q1 2025Q2 2025: 640Q2 2025Q3 2025: 673Q3 2025Q4 2025: 682Q4 2025Q1 2026: 668Q1 2026Q2 2026: 703Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions87$55.6M
Exits46$50.6M

All 13F filers, Q4 2024 → Q1 2025: 4,311,598 shares bought and 5,697,453 shares sold, net −1,385,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 608 holders

Vanguard Group Inc. 0.02% Reduce -0.1% 10,388,209 $1.4B
BlackRock, Inc. 0.02% Add +6.2% 6,329,429 $833.7M
Wellington Management Group LLP 0.11% Reduce -18.3% 4,178,462 $550.4M
Invesco Ltd. 0.09% Reduce -4.0% 3,773,795 $497.1M
State Street Corp. 0.02% Reduce -1.4% 3,447,340 $454.1M
Geode Capital Management, LLC 0.03% Add +1.2% 2,645,773 $348.1M
Morgan Stanley 0.02% Reduce -2.7% 1,784,043 $235.0M
Dimensional Fund Advisors LP 0.06% Add +9.3% 1,741,131 $229.3M
Bank of New York Mellon Corp 0.03% Reduce -4.4% 1,204,930 $158.7M
Arrowstreet Capital, Limited Partnership 0.13% Reduce -7.7% 1,185,283 $156.1M
Norges Bank 0.02% Add +16.1% 1,170,699 $154.2M
Jacobs Levy Equity Management, Inc. 0.54% Add +35.9% 1,025,984 $135.1M
Nuveen, LLC 0.04% — 999,146 $131.6M
Pzena Investment Management LLC 0.43% Reduce -2.0% 940,880 $123.9M
Equity Investment Corp. 2.74% Reduce -5.8% 929,072 $122.4M
Nordea Investment Management AB 0.12% Reduce -4.2% 852,869 $111.7M
Swedbank AB 0.15% Add +77.0% 832,000 $109.6M
FMR LLC 0.01% Add +58.3% 829,705 $109.3M
Northern Trust Corp. 0.02% Reduce -0.9% 810,250 $106.7M
Regions Financial Corp. 0.79% Reduce -5.9% 804,065 $105.9M
Charles Schwab Investment Management Inc. 0.02% Add +0.4% 781,409 $102.9M
Ameriprise Financial Inc. 0.03% Reduce -20.1% 733,340 $96.6M
AQR Capital Management 0.09% Add +28.8% 706,142 $92.0M
Freestone Grove Partners LP 0.94% Add +47.7% 690,924 $91.0M
Bank of America Corp. 0.01% Add +56.4% 605,498 $79.8M
Goldman Sachs Group Inc. 0.01% Add +11.5% 563,021 $74.2M
Nuance Investments, LLC 4.81% Reduce -55.1% 554,521 $73.0M
Artisan Partners Limited Partnership 0.12% Reduce -20.0% 543,856 $71.6M
Raymond James Financial Inc. 0.03% Reduce -1.4% 541,547 $71.3M
Voloridge Investment Management, LLC 0.23% Reduce -18.7% 477,523 $62.9M
D. E. Shaw & Co. 0.08% Reduce -31.7% 464,104 $61.1M
Millennium Management 0.06% Add +153.1% 462,127 $60.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -0.4% 391,428 $51.6M
Victory Capital Management Inc. 0.05% Add +4.3% 386,934 $51.0M
Russell Investments Group, Ltd. 0.06% Add +68.7% 342,718 $45.1M
Two Sigma Advisers, LP 0.10% Reduce -18.5% 321,100 $42.3M
Deutsche Bank AG 0.02% Reduce -26.2% 310,543 $40.9M
LPL Financial LLC 0.02% Add +6.6% 310,535 $40.9M
Corient Private Wealth LP 0.07% Reduce -15.8% 309,701 $40.8M
First Trust Advisors LP 0.04% Add +1.9% 304,476 $40.1M
Barclays PLC 0.02% Add +4.3% 300,415 $39.6M
Balyasny Asset Management L.P. 0.09% Reduce -28.2% 274,643 $36.2M
Stifel Financial Corp. 0.04% Reduce -1.7% 251,404 $33.1M
Segall Bryant & Hamill, LLC 0.49% Reduce -11.9% 242,583 $32.0M
JPMorgan Chase & Co. 0.00% Add +31.5% 220,909 $29.1M
Prospector Partners LLC 3.23% Reduce -0.5% 212,375 $28.0M
Gillson Capital LP 2.35% Add +50.3% 209,272 $27.6M
Rhumbline Advisers 0.03% Add +4.3% 209,018 $27.5M
American Century Companies Inc. 0.02% Add +41.9% 205,421 $27.1M
Great Lakes Advisors, LLC 0.23% Reduce -12.8% 197,218 $26.0M
BNP Paribas Financial Markets 0.02% Reduce -0.9% 182,212 $24.0M
Royal Bank of Canada 0.01% Add +14.4% 175,722 $23.1M
UBS Group AG 0.01% Reduce -19.9% 175,261 $23.1M
Amundi 0.01% Reduce -4.0% 178,757 $22.8M
Neuberger Berman Group LLC 0.02% Reduce -0.4% 168,693 $22.2M
HSBC Holdings PLC 0.01% Add +6.9% 168,473 $22.1M
Ingalls & Snyder LLC 0.72% No change 164,571 $21.7M
Swiss National Bank 0.02% Reduce -7.9% 162,700 $21.4M
Woodline Partners LP 0.14% Add +220.3% 161,868 $21.3M
California Public Employees Retirement System 0.01% Reduce -5.8% 154,355 $20.3M
New York State Common Retirement Fund 0.03% Reduce -1.4% 154,320 $20.3M
DekaBank Deutsche Girozentrale 0.04% Add +7.5% 152,133 $19.6M
Franklin Resources Inc. 0.01% Reduce -5.0% 144,620 $19.0M
Legal & General Group Plc 0.01% Add +7.8% 140,585 $18.5M
Lighthouse Investment Partners, LLC 0.83% Add +7.6% 138,032 $18.2M
AXA S.A. 0.06% Reduce -8.1% 137,843 $18.2M
Two Sigma Investments, LP 0.04% Reduce -50.9% 128,991 $17.0M
T. Rowe Price Associates Inc. 0.00% Add +2.5% 120,146 $15.8M
Natixis Advisors, LLC 0.03% Reduce -0.6% 113,872 $15.0M
Polar Capital Holdings Plc 0.09% Reduce -23.7% 113,447 $14.9M
Fuller & Thaler Asset Management, Inc. 0.05% Add +1.3% 107,072 $14.1M
Marshall Wace, LLP 0.02% Reduce -77.9% 107,022 $14.1M
Alliancebernstein L.P. 0.01% Reduce -8.6% 104,305 $13.7M
Principal Financial Group Inc. 0.01% Add +4.0% 101,679 $13.4M
Jane Street Group, LLC 0.02% Add +29.0% 96,039 $12.7M
New York State Teachers Retirement System 0.03% Reduce -7.5% 92,102 $12.1M
Leith Wheeler Investment Counsel Ltd. 0.84% Reduce -20.0% 91,746 $12.1M
Interval Partners, LP 0.43% Add +37.6% 91,664 $12.1M
Carmignac Gestion 0.19% Add +68.4% 90,000 $11.9M
Soros Fund Management 0.30% Add +86.7% 89,600 $11.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +20.3% 86,309 $11.4M
Envestnet Asset Management Inc. 0.00% Add +1.6% 86,203 $11.4M
Bridgewater Associates 0.05% Add +8.8% 86,173 $11.4M
APG Asset Management N.V. 0.03% Reduce -31.4% 91,350 $11.1M
State Board of Administration of Florida Retirement System 0.02% No change 82,664 $10.9M
Algert Global LLC 0.27% Reduce -4.0% 82,467 $10.9M
Van Eck Associates Corp. 0.01% Add +10.8% 80,324 $10.6M
California State Teachers Retirement System 0.01% Reduce -5.0% 79,814 $10.5M
Adage Capital Partners Gp, L.L.C. 0.02% Add +129.3% 76,600 $10.1M
Citigroup Inc. 0.01% Add +54.7% 76,389 $10.1M
Daiwa Securities Group Inc. 0.04% Add +7.5% 74,910 $9.9M
Man Group plc 0.03% Reduce -4.4% 72,409 $9.5M
Cohen Klingenstein LLC 0.34% No change 72,009 $9.5M
State of Wisconsin Investment Board 0.02% Add +1.5% 71,734 $9.4M
LSV Asset Management 0.02% Add +4.7% 71,108 $9.4M
Voya Investment Management LLC 0.01% Add +105.2% 68,291 $9.0M
Barbara Oil Co. 3.61% No change 67,500 $8.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -10.4% 67,395 $8.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -4.7% 67,383 $8.9M
Leavell Investment Management, Inc. 0.42% Reduce -4.2% 65,253 $8.6M
Renaissance Technologies 0.01% Reduce -11.3% 65,000 $8.6M
Prudential Financial Inc. 0.01% Reduce -10.9% 73,729 $8.4M
Bank of Montreal 0.00% Reduce -17.9% 63,422 $8.4M
ProShare Advisors LLC 0.02% Add +91.5% 61,130 $8.1M
Ieq Capital, LLC 0.06% Add +63.8% 60,480 $8.0M
Los Angeles Capital Management LLC 0.03% Add +0.4% 59,859 $7.9M
Canada Pension Plan Investment Board 0.01% Reduce -57.9% 58,300 $7.7M
Edgestream Partners, L.P. 0.26% Add +2416.6% 57,706 $7.6M
National Bank of Canada 0.01% Add +4.2% 54,273 $7.1M
CANADA LIFE ASSURANCE Co 0.01% Add +11.3% 54,100 $7.1M
Sheaff Brock Investment Advisors, LLC 0.66% No change 54,184 $7.1M
English Capital Management LLC 5.25% No change 53,401 $7.0M
Worldquant Millennium Advisors LLC 0.04% Add +9.9% 53,188 $7.0M
Wealthfront Advisers LLC 0.02% Reduce -1.2% 52,891 $7.0M
CI Investments Inc. 0.03% Reduce -10.0% 51,914 $6.8M
SG Americas Securities, LLC 0.02% Reduce -41.6% 51,584 $6.8M
HRT Financial LP 0.04% Reduce -60.9% 51,082 $6.7M
Alps Advisors Inc. 0.04% Add +0.4% 48,678 $6.4M
Commonwealth Equity Services, LLC 0.01% Add +2.0% 47,004 $6.2M
Welch Group, LLC 0.27% Reduce -0.8% 47,705 $6.2M
CIBC Private Wealth Group LLC 0.01% Add +0.0% 54,215 $6.1M
Wells Fargo & Company 0.00% Reduce -0.2% 46,456 $6.1M
Truist Financial Corp. 0.01% Reduce -10.9% 45,344 $6.0M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.1% 44,025 $5.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -26.8% 43,764 $5.8M
Cerity Partners LLC 0.01% Add +17.7% 42,174 $5.6M
Handelsbanken Fonder AB 0.02% Add +93.0% 41,500 $5.5M
Janus Henderson Group PLC 0.00% Reduce -9.1% 40,246 $5.2M
Quantinno Capital Management LP 0.03% Add +58.9% 39,635 $5.2M
FJ Capital Management LLC 0.54% Add +720.5% 39,450 $5.2M
Treasurer of the State of North Carolina 0.02% Reduce -3.0% 37,878 $5.0M
Brandywine Global Investment Management, LLC 0.04% New 37,569 $4.9M
First Manhattan Co. Llc. 0.01% No change 36,825 $4.9M
Creative Planning 0.00% Add +10.4% 36,754 $4.8M
Brevan Howard Capital Management LP 0.13% Add +110.1% 35,317 $4.7M
Natixis 0.03% Add +489.6% 35,427 $4.6M
Teacher Retirement System of Texas 0.02% Reduce -40.1% 34,903 $4.6M
Bank of Nova Scotia 0.01% Reduce -67.2% 34,801 $4.6M
Nisa Investment Advisors, LLC 0.02% Add +0.5% 34,527 $4.5M
US Bancorp \de 0.01% Reduce -4.2% 34,373 $4.5M
Ellsworth Advisors, LLC 1.17% New 33,954 $4.5M
Federated Hermes, Inc. 0.01% Add +5.9% 33,888 $4.5M
Stonegate Investment Group, LLC 0.12% Reduce -6.5% 33,860 $4.5M
Wilmington Savings Fund Society, FSB 0.08% No change 33,558 $4.4M
CWA Asset Management Group, LLC 0.21% New 32,966 $4.3M
Klingenstein Fields & Co. LP 0.18% No change 32,578 $4.3M
Tweedy, Browne Co LLC 0.37% Reduce -4.8% 31,626 $4.2M
Susquehanna International Group, LLP 0.01% Reduce -55.5% 31,367 $4.1M
Public Employees Retirement System of Ohio 0.01% Add +0.1% 30,550 $4.0M
State of New Jersey Common Pension Fund D 0.02% Reduce -17.1% 30,306 $4.0M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -6.1% 30,252 $4.0M
Oakworth Capital, Inc. 0.27% Reduce -5.2% 29,881 $3.9M
PNC Financial Services Group, Inc. 0.00% Reduce -8.7% 29,663 $3.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% — 29,600 $3.9M
Lido Advisors, LLC 0.02% Add +0.4% 29,565 $3.9M
Synovus Financial Corp. 0.05% Add +0.0% 29,437 $3.9M
Sterling Capital Management LLC 0.06% Reduce -65.9% 28,340 $3.7M
Alaska Permanent Fund Corp 0.05% No change 30,260 $3.7M
Redwood Investment Management, LLC 0.40% Reduce -15.1% 28,255 $3.7M
Stephens Inc. 0.05% Add +436.5% 28,061 $3.7M
Rafferty Asset Management, LLC 0.02% Reduce -7.1% 27,519 $3.6M
Twinbeech Capital LP 0.06% New 26,311 $3.5M
Pathstone Holdings, LLC 0.01% Add +28.2% 25,371 $3.3M
Steward Partners Investment Advisory, LLC 0.03% Add +1.0% 24,914 $3.3M
Mitchell Capital Management Co. 0.62% Reduce -72.0% 24,850 $3.3M
Mariner, LLC 0.01% Reduce -21.3% 24,669 $3.2M
Illinois Municipal Retirement Fund 0.05% No change 24,536 $3.2M
Sequoia Financial Advisors, LLC 0.02% Add +693.4% 24,184 $3.2M
Arizona State Retirement System 0.02% Reduce -7.6% 24,079 $3.2M
Ensign Peak Advisors, Inc 0.01% No change 23,982 $3.2M
Sei Investments Co. 0.00% Add +12.5% 23,907 $3.1M
Bridgeway Capital Management, LLC 0.08% No change 23,700 $3.1M
State of Tennessee, Department of Treasury 0.01% Reduce -2.7% 23,697 $3.1M
Cornerstone Management, Inc. 0.58% No change 23,689 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +8.9% 22,799 $3.0M
State of Michigan Retirement System 0.02% No change 22,736 $3.0M
Cwm, LLC 0.01% Add +32.1% 22,695 $3.0M
Public Sector Pension Investment Board 0.01% Add +3.3% 22,472 $3.0M
Cobblestone Capital Advisors LLC 0.16% Add +1016.6% 22,333 $2.9M
Smith Thornton Advisors LLC 1.82% Add +0.3% 22,220 $2.9M
Schonfeld Strategic Advisors LLC 0.02% Add +104.1% 21,960 $2.9M
KLP Kapitalforvaltning As 0.01% Reduce -4.8% 21,900 $2.9M
MetLife Investment Management, LLC 0.02% Reduce -2.3% 21,779 $2.9M
M&T Bank Corp 0.01% Add +4.7% 21,737 $2.9M
Danske Bank A/S 0.01% Reduce -4.9% 21,535 $2.8M
Savant Capital, LLC 0.02% Reduce -61.9% 21,365 $2.8M
Kingsview Wealth Management, LLC 0.05% New 21,325 $2.8M
Beck Mack & Oliver LLC 0.06% No change 21,125 $2.8M
Pictet Asset Management Holding SA 0.00% Add +4.5% 20,740 $2.7M
Parsons Capital Management Inc. 0.15% Reduce -0.1% 20,576 $2.7M
New York Life Investment Management LLC 0.03% Reduce -2.2% 20,050 $2.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +3.8% 19,955 $2.6M
Toronto Dominion Bank 0.01% Reduce -41.0% 19,827 $2.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.5% 19,776 $2.6M
Czech National Bank 0.02% Add +5.9% 19,280 $2.5M
Corebridge Financial, Inc. 0.01% Reduce -3.2% 19,280 $2.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.5% 19,197 $2.5M
Ethic Inc. 0.05% Reduce -8.0% 18,939 $2.5M
Verition Fund Management LLC 0.01% Reduce -58.7% 18,805 $2.5M
TD Asset Management Inc 0.00% Reduce -0.1% 18,543 $2.4M
Oddo BHF Asset Management Sas 0.10% Add +2.8% 18,438 $2.4M
Aquatic Capital Management LLC 0.06% New 18,144 $2.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +7.3% 17,570 $2.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.13% New 17,000 $2.2M
Lecap Asset Management Ltd. 0.52% New 16,951 $2.2M
AIA Group Ltd 0.05% Add +595.7% 16,934 $2.2M
Groupama Asset Managment 0.04% Add +3.4% 16,928 $2.2M
GHP Investment Advisors, Inc. 0.11% Reduce -9.5% 16,661 $2.2M
Janney Montgomery Scott LLC 0.01% Reduce -10.7% 16,420 $2.2M
Oppenheimer & Co. Inc. 0.03% New 16,409 $2.2M
Amalgamated Bank 0.02% Add +0.5% 16,348 $2.2M
Comerica Bank 0.01% Reduce -4.6% 16,195 $2.1M
STRS Ohio 0.01% Add +222.6% 16,128 $2.1M
Robeco Institutional Asset Management B.V. 0.00% Add +5.6% 15,863 $2.1M
IFG Advisory, LLC 0.11% Reduce -1.2% 15,525 $2.0M
Aigen Investment Management, LP 0.32% Add +161.2% 15,427 $2.0M
XTX Topco Ltd 0.10% Add +270.4% 15,344 $2.0M
Aurora Investment Counsel 1.11% New 15,210 $2.0M
Hantz Financial Services, Inc. 0.04% Add +11.0% 15,095 $2.0M
HighTower Advisors, LLC 0.00% Reduce -31.8% 15,005 $2.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -11.4% 14,987 $2.0M
UniSuper Management Pty Ltd 0.01% Reduce -12.3% 14,041 $1.8M
Utah Retirement Systems 0.02% Reduce -6.5% 13,697 $1.8M
Aptus Capital Advisors, LLC 0.02% Add +0.4% 13,651 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -75.9% 13,543 $1.8M
Asset Management One Co., Ltd. 0.01% Add +0.4% 13,535 $1.8M
Virtus Advisers, LLC 1.17% New 13,335 $1.8M
Walleye Capital LLC 0.02% Add +376.4% 12,829 $1.7M
Fairvoy Private Wealth, LLC 0.44% Add +0.0% 12,266 $1.6M
TrueWealth Advisors, LLC 0.53% Reduce -3.5% 12,266 $1.6M
CIBC Asset Management Inc 0.01% Reduce -2.9% 12,020 $1.6M
Captrust Financial Advisors 0.00% Add +0.5% 11,910 $1.6M
Gotham Asset Management 0.01% Add +32.3% 11,905 $1.6M
Susquehanna Fundamental Investments, LLC 0.03% Add +9.8% 11,761 $1.5M
Intech Investment Management LLC 0.02% Reduce -55.5% 11,477 $1.5M
Palisade Asset Management, LLC 0.15% No change 11,244 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -3.6% 11,202 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Add +24.5% 10,749 $1.4M
Mercer Global Advisors Inc. 0.00% Reduce -0.4% 10,664 $1.4M
State of Alaska, Department of Revenue 0.01% Add +2.7% 9,834 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -2.9% 9,764 $1.3M
SummitTX Capital, L.P. 0.06% — 9,575 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +8.0% 9,711 $1.3M
Public Employees Retirement Association of Colorado 0.01% No change 9,429 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.9% 9,391 $1.2M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -1.0% 9,378 $1.2M
Jefferies Financial Group Inc. 0.02% Reduce -79.5% 9,351 $1.2M
Silvercrest Asset Management Group LLC 0.01% Add +1.9% 9,120 $1.2M
USA Financial Formulas 0.19% New 8,934 $1.2M
AlphaQuest LLC 0.13% Reduce -47.5% 8,759 $1.2M
Focus Partners Wealth 0.00% Add +8.3% 8,559 $1.1M
Venturi Wealth Management, LLC 0.06% Add +1.1% 8,226 $1.1M
Crossmark Global Holdings, Inc. 0.02% Reduce -2.1% 8,219 $1.1M
SRN Advisors, LLC 1.18% Reduce -2.6% 7,976 $1.1M
US Asset Management LLC 0.99% Reduce -0.5% 7,838 $1.0M
Tidal Investments LLC 0.01% Reduce -23.9% 7,811 $1.0M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -68.1% 7,732 $1.0M
Pensionfund Sabic 0.30% Reduce -34.8% 7,700 $1.0M
Fifth Third Bancorp 0.00% Add +0.9% 7,527 $991K
Pallas Capital Advisors LLC 0.04% Add +47.4% 7,432 $979K
Hillsdale Investment Management Inc. 0.05% No change 7,350 $968K
Cetera Investment Advisers 0.00% New 7,341 $967K
Xponance LLC 0.01% Reduce -1.3% 7,206 $949K
Oregon Public Employees Retirement Fund 0.02% No change 7,205 $949K
Oakwell Private Wealth Management, LLC 0.25% No change 7,000 $922K
Aberdeen Group plc 0.00% Reduce -39.1% 7,010 $918K
Argent Trust Co 0.04% No change 6,940 $914K
NewEdge Advisors, LLC 0.01% Add +368.1% 6,806 $897K
Atlas Capital Advisors Inc. 0.11% New 6,778 $893K
Citizens Financial Group Inc. 0.02% New 6,759 $890K
Ascentis Independent Advisors 0.18% New 6,754 $890K
Exchange Bank 0.72% No change 6,750 $889K
Contravisory Investment Management, Inc. 0.19% Add +74811.1% 6,742 $888K
Commerce Bank 0.01% Add +0.3% 6,724 $886K
Mizuho Securities USA LLC 0.02% Reduce -15.5% 6,721 $885K
Citadel Advisors 0.00% New 6,710 $884K
Lowe Brockenbrough & Co. Inc. 0.06% Reduce -2.8% 6,704 $883K
Teachers Retirement System of the State of Kentucky 0.01% No change 6,705 $883K
Hartford Investment Management Co. 0.03% Reduce -2.5% 6,658 $877K
Caprock Group, LLC 0.03% Add +41.8% 6,568 $865K
Eads & Heald Wealth Management 0.44% Add +11.3% 6,562 $864K
Glenmede Trust Co. NA 0.00% Reduce -2.4% 6,313 $832K
Engineers Gate Manager LP 0.01% New 6,308 $831K
Cibc World Markets Corp. 0.01% Reduce -33.1% 6,305 $830K
Nebula Research & Development LLC 0.08% New 6,300 $830K
Net Worth Advisory Group 0.26% Add +4.4% 6,265 $825K
Kestra Advisory Services, LLC 0.00% Add +20.4% 6,127 $807K
&partners 0.01% Reduce -13.6% 6,159 $799K
Montgomery Investment Management Inc. 0.32% No change 6,050 $797K
Inspire Investing, LLC 0.09% New 6,048 $797K
Johnson Investment Counsel Inc. 0.01% No change 6,040 $796K
Merit Financial Group, LLC 0.01% Add +38.2% 6,037 $795K
Summit Asset Management, LLC 0.14% Reduce -4.1% 6,011 $792K
Canvas Wealth Advisors, LLC 0.20% Reduce -32.4% 6,486 $789K
Fiduciary Trust Co 0.01% Reduce -4.8% 5,976 $787K
GAMMA Investing LLC 0.06% Add +18.8% 5,936 $782K
Lanark Financial, Inc. 0.07% — 5,887 $775K
World Investment Advisors 0.02% Reduce -1.6% 5,823 $767K
Waverly Advisors, LLC 0.01% Add +1.1% 5,722 $754K
Vontobel Holding Ltd. 0.00% Reduce -12.4% 5,638 $743K
Salem Investment Counselors Inc. 0.02% No change 5,400 $711K
Bridgefront Capital, LLC 0.21% New 5,392 $710K
Rakuten Investment Management, Inc. 0.00% — 5,356 $695K
Invst, LLC 0.09% New 5,269 $694K
Fox Run Management, L.L.C. 0.11% New 5,206 $686K
Choate Investment Advisors 0.02% No change 5,142 $677K
Bayview Asset Management, LLC 0.74% Reduce -80.2% 5,000 $659K
Atria Investments, Inc 0.01% New 4,761 $627K
Vestcor Inc 0.02% Add +9.0% 4,760 $627K
Haverford Trust Co 0.01% No change 4,760 $627K
Allegheny Financial Group 0.16% No change 4,752 $626K
Mitchell McLeod Pugh & Williams Inc. 0.13% Reduce -53.4% 4,738 $624K
Dark Forest Capital Management LP 0.03% Reduce -22.5% 4,735 $624K
State of Wyoming 0.08% Reduce -34.5% 4,727 $623K
Macquarie Group Ltd. 0.00% Add +45.3% 4,731 $622K
Two Sigma Securities, LLC 0.09% Add +102.1% 4,694 $618K
Signaturefd, LLC 0.01% Add +1.2% 4,601 $606K
FineMark National Bank & Trust 0.02% No change 4,569 $602K
Heritage Wealth Management, Inc. 0.20% No change 4,562 $601K
Gifford Fong Associates 0.15% No change 4,500 $593K
Louisiana State Employees Retirement System 0.01% No change 4,500 $593K
Tower Research Capital LLC (TRC) 0.02% Reduce -24.2% 4,492 $592K
Bridgewater Advisors Inc. 0.05% New 4,707 $584K
Mayfair Advisory Group, LLC 0.34% Add +0.1% 4,421 $582K
Birmingham Capital Management Co. Inc. 0.22% No change 4,400 $580K
Securian Asset Management, Inc. 0.02% Reduce -2.2% 4,386 $578K
Norinchukin Bank, The 0.01% Add +15.6% 4,386 $578K
Williams Jones Wealth Management, LLC. 0.01% No change 4,306 $567K
Pacer Advisors, Inc. 0.00% Reduce -58.0% 4,289 $565K
Squarepoint Ops LLC 0.00% Reduce -20.8% 4,263 $562K
Legacy Capital Wealth Partners, LLC 0.14% Add +0.9% 4,194 $552K
AlTi Global, Inc. 0.01% Reduce -0.1% 4,178 $550K
Maryland State Retirement & Pension System 0.01% Reduce -15.6% 4,150 $547K
First National Bank of Hutchinson 0.36% Reduce -72.2% 4,146 $546K
Quantitative Investment Management, LLC 0.05% Reduce -75.4% 4,117 $542K
Financial Management Professionals, Inc. 0.07% No change 4,097 $540K
Quarry LP 0.14% Add +895.6% 4,092 $539K
Keybank National Association 0.00% Reduce -17.1% 4,052 $534K
United Capital Financial Advisors, LLC 0.00% Add +0.1% 4,049 $533K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.2% 4,010 $530K
Burns Matteson Capital Management, LLC 0.28% New 4,004 $527K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -97.5% 4,000 $527K
Proficio Capital Partners LLC 0.04% Reduce -0.0% 3,990 $526K
Machina Capital S.A.S. 0.16% New 3,979 $524K
Townsquare Capital LLC 0.01% Add +22.7% 3,978 $524K
HB Wealth Management, LLC 0.00% Add +28.4% 3,970 $523K
New Mexico Educational Retirement Board 0.02% Reduce -7.1% 3,933 $518K
iSAM Funds (UK) Ltd 0.26% New 3,917 $516K
Allianz Asset Management GmbH 0.00% Reduce -50.6% 3,900 $514K
Osaic Holdings, Inc. 0.00% Add +59.9% 3,889 $512K
Busey Bank 0.02% Reduce -11.6% 3,824 $504K
ING Groep NV 0.00% Reduce -0.8% 3,765 $496K
Brown Advisory Inc. 0.00% No change 3,750 $494K
DAVENPORT & Co LLC 0.00% New 3,746 $493K
Geneos Wealth Management Inc. 0.02% Add +3.1% 3,717 $490K
Smith Salley Wealth Management 0.03% No change 3,648 $481K
NorthCoast Asset Management LLC 0.00% Add +3.0% 3,609 $475K
Farther Finance Advisors, LLC 0.01% Add +0.3% 3,590 $474K
AdvisorShares Investments LLC 0.09% Reduce -22.2% 3,500 $462K
CW Advisors, LLC 0.01% Reduce -0.4% 3,500 $461K
Quantessence Capital LLC 0.12% Reduce -40.4% 3,500 $461K
Diversified Trust Co. 0.01% Add +8.1% 3,451 $455K
Hayek Kallen Investment Management 0.17% No change 3,425 $451K
VestGen Advisors, LLC 0.02% — 3,414 $450K
KBC Group NV 0.00% Reduce -78.7% 3,380 $445K
Integrated Investment Consultants, LLC 0.09% New 3,375 $445K
Praxis Investment Management Inc. 0.03% No change 3,370 $444K
RFG Advisory, LLC 0.01% Reduce -10.4% 3,347 $441K
Smartleaf Asset Management LLC 0.04% Add +24.2% 3,397 $441K
Baird Financial Group, Inc. 0.00% Reduce -20.8% 3,341 $440K
Thrivent Financial for Lutherans 0.00% Reduce -0.0% 3,290 $433K
Summit Financial, LLC 0.01% Add +4.1% 3,282 $432K
Bessemer Group Inc. 0.00% Reduce -72.3% 3,257 $429K
Clearstead Advisors, LLC 0.01% Add +4.8% 3,255 $429K
Empowered Funds, LLC 0.01% New 3,251 $428K
CHICAGO TRUST Co NA 0.08% Reduce -0.8% 3,241 $427K
Empirical Finance, LLC 0.03% Add +5.9% 3,231 $426K
Coldstream Capital Management Inc. 0.01% Reduce -3.0% 3,229 $425K
Natural Investments, LLC 0.12% No change 3,200 $421K
DMC Group, LLC 0.33% Reduce -4.0% 3,065 $404K
Cabot Wealth Management Inc. 0.05% Reduce -26.8% 3,065 $404K
Focus Partners Advisor Solutions, LLC 0.01% New 3,047 $401K
Shell Asset Management Co. 0.02% Add +27.0% 3,019 $398K
Tower Bridge Advisors 0.04% No change 3,000 $395K
Paragon Capital Management Ltd 0.08% Add +0.2% 2,974 $392K
Perigon Wealth Management, LLC 0.01% Reduce -0.3% 2,936 $387K
Mackenzie Financial Corp. 0.00% Reduce -0.7% 2,903 $382K
McAdam, LLC 0.02% Add +0.2% 2,883 $380K
OMERS ADMINISTRATION Corp 0.00% Reduce -14.2% 2,799 $369K
Ballentine Partners, LLC 0.01% Reduce -0.6% 2,787 $367K
Erste Asset Management GmbH 0.00% No change 2,800 $363K
BancFirst Trust & Investment Management 0.18% Reduce -50.1% 2,793 $362K
Blair William & Co. 0.00% No change 2,739 $361K
iA Global Asset Management Inc. 0.01% Reduce -77.3% 2,694 $355K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 2,670 $352K
Nomura Holdings Inc. 0.00% Reduce -46.9% 2,658 $350K
Forum Financial Management, LP 0.01% Reduce -0.2% 2,650 $349K
Bayesian Capital Management, LP 0.06% Reduce -57.0% 2,576 $339K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +2.4% 2,541 $334K
Gsa Capital Partners LLP 0.03% Reduce -58.8% 2,530 $333K
Leonteq Securities AG 0.03% Add +50.6% 2,524 $333K
MBB Public Markets I LLC 0.04% New 2,482 $327K
Acadian Asset Management LLC 0.00% New 2,460 $322K
Cassaday & Co Wealth Management LLC 0.01% No change 2,400 $316K
SCS Capital Management LLC 0.00% New 2,384 $314K
Welch & Forbes LLC 0.00% No change 2,375 $313K
ZWJ Investment Counsel Inc. 0.01% No change 2,338 $308K
Private Advisor Group, LLC 0.00% New 2,337 $308K
Huntington National Bank 0.00% Reduce -1.7% 2,329 $307K
Jain Global LLC 0.01% Reduce -85.6% 2,297 $303K
McNamara Financial Services, Inc. 0.06% New 2,251 $297K
CNB Bank 0.15% No change 2,250 $296K
V-Square Quantitative Management LLC 0.04% Reduce -11.1% 2,250 $296K
Applied Finance Capital Management, LLC 0.02% No change 2,235 $294K
Cambria Investment Management, L.P. 0.02% New 2,227 $293K
HighPoint Advisor Group LLC 0.02% Add +4.2% 2,366 $293K
Campbell Deegan Wealth Management, LLC 0.33% Add +0.1% 2,209 $291K
Polymer Capital Management (US) LLC 0.09% New 2,199 $290K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.3% 2,197 $289K
Orion Portfolio Solutions, LLC 0.00% Reduce -1.3% 2,197 $289K
Rf&l Wealth Management, LLC 0.20% New 2,157 $284K
DGS Capital Management, LLC 0.07% Add +9.4% 2,149 $283K
New Wave Wealth Advisors LLC 0.13% Reduce -20.2% 2,143 $282K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -6.6% 2,142 $282K
Nomura Asset Management Co. Ltd. 0.00% Reduce -1.6% 2,130 $281K
United Services Automobile Association 0.01% New 2,134 $277K
Kathmere Capital Management, LLC 0.02% Add +6.9% 2,078 $274K
EP Wealth Advisors, LLC 0.00% New 2,055 $271K
Teza Capital Management LLC 0.12% New 2,035 $268K
Advisory Alpha, LLC 0.01% Add +6.0% 2,033 $268K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 2,002 $264K
West Financial Advisors, LLC 0.05% No change 2,000 $263K
Knightsbridge Asset Management, LLC 0.07% New 1,995 $263K
Exchange Traded Concepts, LLC 0.00% Reduce -14.5% 1,989 $262K
Trust Investment Advisors 0.17% New 1,961 $258K
Blalock Williams, LLC 0.29% Add +1.3% 1,935 $255K
DRW Securities, LLC 0.02% Reduce -57.3% 1,925 $254K
Cresset Asset Management, LLC 0.00% New 1,923 $253K
Keel Point, LLC 0.02% New 1,905 $251K
Chicago Partners Investment Group LLC 0.01% Reduce -1.4% 2,069 $250K
Metis Global Partners, LLC 0.01% New 1,879 $248K
Stratos Wealth Advisors, LLC 0.01% No change 1,867 $246K
Fiduciary Financial Group, LLC 0.05% New 2,033 $241K
Sagespring Wealth Partners, LLC 0.01% New 1,825 $240K
Catalyst Funds Management Pty Ltd 0.06% Reduce -37.9% 1,800 $237K
Monument Group Wealth Advisors, LLC 0.16% New 1,752 $231K
Prelude Capital Management, LLC 0.02% Reduce -27.1% 1,749 $230K
Harvest Fund Management Co., Ltd 0.01% New 1,723 $227K
Compound Planning, Inc. 0.01% New 1,685 $222K
Oarsman Capital, Inc. 0.04% No change 1,680 $221K
First United Bank & Trust 0.08% New 1,665 $219K
Spire Wealth Management 0.01% Reduce -59.1% 1,662 $219K
CX Institutional 0.01% New 1,644 $217K
Cannell & Spears LLC 0.00% New 1,604 $211K
Greenleaf Trust 0.00% New 1,590 $209K
Snowden Capital Advisors LLC 0.01% New 1,565 $206K
Parallel Advisors, LLC 0.00% Add +7.3% 1,553 $205K
OneDigital Investment Advisors LLC 0.00% New 1,544 $203K
Berkeley Capital Partners, LLC 0.06% New 1,540 $203K
Crawford Investment Counsel Inc. 0.00% New 1,537 $202K
Paladin Advisory Group, LLC 0.16% No change 1,518 $200K
Mufg Securities Americas Inc. 0.02% Add +19.9% 1,486 $196K
Lindbrook Capital, LLC 0.02% Add +162.7% 1,424 $188K
Jones Financial Companies LLLP 0.00% Add +17.0% 1,414 $184K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.0% 1,302 $171K
UMB Bank, n.a. 0.00% Reduce -1.2% 1,220 $161K
Bank & Trust Co 0.13% No change 1,213 $160K
Horizon Investments, LLC 0.00% Reduce -2.0% 1,203 $158K
Platinum Investment Management Ltd. 0.01% Add +181.4% 1,134 $149K
Lazard Asset Management LLC 0.00% Reduce -90.1% 1,090 $143K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -98.9% 1,001 $132K
Bangor Savings Bank 0.01% No change 982 $129K
Cullen/Frost Bankers, Inc. 0.00% Add +56.7% 970 $128K
Quadrant Capital Group LLC 0.00% Add +0.9% 870 $115K
Credit Agricole S A 0.00% Reduce -95.5% 864 $114K
LRI Investments, LLC 0.01% Add +3.5% 847 $112K
Ameritas Investment Partners, Inc. 0.00% No change 818 $108K
Blue Trust, Inc. 0.00% Add +42.4% 772 $102K
Resona Asset Management Co.,Ltd. 0.00% Add +25.4% 774 $100K
Brooklyn Investment Group 0.02% Add +792.7% 732 $96K
Bruce G. Allen Investments, LLC 0.07% Reduce -4.8% 702 $92K
HM Payson & Co. 0.00% Reduce -17.0% 700 $92K
Evermay Wealth Management LLC 0.01% No change 675 $89K
IFP Advisors, Inc 0.00% Add +0.7% 602 $79K
Estabrook Capital Management 0.01% No change 600 $79K
Intact Investment Management Inc. 0.00% No change 600 $79K
Versant Capital Management, Inc 0.01% Add +140.2% 586 $77K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 568 $75K
Parkside Financial Bank & Trust 0.01% Add +16.5% 565 $74K
EverSource Wealth Advisors, LLC 0.00% Add +49.6% 546 $72K
Allworth Financial LP 0.00% Add +22.0% 571 $71K
Plante Moran Financial Advisors, LLC 0.01% Add +0.2% 528 $70K
Johnson Financial Group, Inc. 0.00% New 480 $63K
SVB Wealth LLC 0.00% New 479 $63K
Whittier Trust Co. 0.00% No change 473 $62K
Private Trust Co. NA 0.01% Reduce -37.7% 470 $62K
Montag A & Associates Inc. 0.00% No change 450 $59K
First Command Advisory Services, Inc. 0.00% Reduce -9.1% 449 $59K
Harbor Investment Advisory, LLC 0.01% No change 441 $58K
Keener Financial Planning LLC 0.04% No change 418 $55K
True Wealth Design, LLC 0.02% Add +7.3% 413 $54K
HHM Wealth Advisors, LLC 0.01% No change 387 $51K
Ransom Advisory, Ltd 0.02% New 380 $50K
Elevation Wealth Partners, LLC 0.02% Reduce -29.1% 355 $47K
SouthState Bank Corp 0.00% New 326 $43K
Marshall & Sterling Wealth Advisors Inc. 0.03% New 305 $40K
Arax Advisory Partners 0.00% Reduce -61.7% 300 $40K
Riverview Trust Co 0.04% Reduce -2.4% 291 $38K
Sunbelt Securities, Inc. 0.00% No change 266 $35K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -92.6% 270 $34K
TCTC Holdings, LLC 0.00% No change 254 $33K
Albion Financial Group 0.00% No change 251 $33K
Cromwell Holdings LLC 0.02% No change 248 $33K
Harbour Investments, Inc. 0.00% No change 229 $30K
Hemington Wealth Management 0.00% Add +22.5% 234 $30K
Investment Research & Advisory Group, Inc. 0.01% No change 225 $30K
Twin Tree Management, LP 0.00% Add +43.5% 221 $29K
Rothschild Investment LLC 0.00% Add +3.0% 206 $27K
Addison Advisors LLC 0.01% No change 205 $27K
Sentry Investment Management LLC 0.02% Reduce -23.0% 238 $27K
MassMutual Private Wealth & Trust, FSB 0.00% Add +6.3% 202 $27K
Vision Financial Markets LLC 0.03% No change 200 $26K
Cape Investment Advisory, Inc. 0.01% No change 200 $26K
Covestor Ltd 0.02% Add +0.5% 197 $26K
GW&K Investment Management, LLC 0.00% No change 197 $26K
S&T Bank 0.01% No change 192 $25K
WealthCollab, LLC 0.01% No change 182 $24K
WASHINGTON TRUST Co 0.00% No change 175 $23K
Mather Group, Llc. 0.00% Add +40.3% 174 $23K
Quent Capital, LLC 0.00% No change 168 $22K
Copeland Capital Management, LLC 0.00% Reduce -14.3% 168 $22K
Kestra Investment Management, LLC 0.00% New 164 $22K
Peregrine Capital Management LLC 0.00% No change 150 $20K
AdvisorNet Financial, Inc 0.00% Add +438.5% 140 $18K
Bell Investment Advisors, Inc 0.00% No change 135 $18K
Principal Securities, Inc. 0.00% No change 125 $14K
Rakuten Securities, Inc. 0.01% Reduce -59.6% 101 $13K
First Horizon Advisors, Inc. 0.00% No change 83 $11K
Private Wealth Management Group, LLC 0.00% No change 83 $11K
Rise Advisors, LLC 0.00% New 81 $11K
Headlands Technologies LLC 0.00% New 78 $10K
Delta Asset Management LLC 0.00% No change 78 $10K
Zions Bancorporation, National Association 0.00% — 77 $10K
JFS Wealth Advisors, LLC 0.00% Add +10.1% 76 $10K
CoreCap Advisors, LLC 0.00% New 70 $9K
Grove Bank & Trust 0.00% No change 68 $9K
Sachetta, LLC 0.00% No change 67 $9K
St Germain D J Co. Inc. 0.00% No change 65 $9K
Farmers & Merchants Investments Inc. 0.00% No change 63 $8K
MV Capital Management, Inc. 0.00% No change 62 $8K
CVA Family Office, LLC 0.00% No change 61 $8K
MAI Capital Management 0.00% No change 59 $8K
Larson Financial Group LLC 0.00% Add +66.7% 55 $7K
McIlrath & Eck, LLC 0.00% New 44 $6K
DT Investment Partners, LLC 0.00% No change 44 $6K
High Note Wealth, LLC 0.00% Reduce -10.6% 42 $6K
Greenline Partners, LLC 0.00% New 42 $6K
Clearstead Trust, LLC 0.00% New 39 $5K
Deseret Mutual Benefit Administrators 0.00% No change 36 $5K
TD Capital Management LLC 0.00% No change 33 $4K
WPG Advisers, LLC 0.00% Reduce -31.1% 31 $4K
Capital Advisors, Ltd. LLC 0.00% Add +37.5% 33 $4K
Brown Brothers Harriman & Co. 0.00% Add +366.7% 28 $4K
Key Financial Inc 0.00% No change 27 $4K
Assetmark, Inc. 0.00% Reduce -57.8% 27 $4K
Sound Income Strategies, LLC 0.00% New 24 $3K
Carolinas Wealth Consulting LLC 0.00% Reduce -21.4% 22 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +22.2% 22 $3K
Sierra Ocean, LLC 0.00% No change 21 $3K
AlphaCore Capital LLC 0.00% New 21 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 20 $3K
Global Financial Private Client, LLC 0.00% Add +233.3% 20 $3K
SJS Investment Consulting Inc. 0.00% Add +5.6% 19 $3K
Binnacle Investments Inc 0.00% — 17 $2K
Whipplewood Advisors, LLC 0.00% Add +382.4% 82 $2K
Rialto Wealth Management, LLC 0.00% New 16 $2K
SBI Securities Co., Ltd. 0.00% No change 16 $2K
Ancora Advisors LLC 0.00% No change 16 $2K
Trifecta Capital Advisors, LLC 0.00% No change 14 $2K
Uniplan Investment Counsel, Inc. 0.00% New 12 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% Reduce -14.3% 12 $2K
Physician Wealth Advisors, Inc. 0.00% No change 12 $2K
TFC Financial Management, Inc. 0.00% No change 12 $2K
Pineridge Advisors LLC 0.00% No change 11 $1K
Raffa Wealth Management, LLC 0.00% No change 11 $1K
Creative Financial Designs Inc. 0.00% No change 10 $1K
Osterweis Capital Management Inc. 0.00% New 10 $1K
Anchor Investment Management, LLC 0.00% No change 9 $1K
Spectrum Wealth Counsel, LLC 0.00% New 8 $1K
Whittier Trust Co. of Nevada Inc. 0.00% No change 8 $1K
Dunhill Financial, LLC 0.00% Reduce -33.3% 8 $1K
Valued Wealth Advisors LLC 0.00% No change 7 $924
Hughes Financial Services, LLC 0.00% New 5 $661
NewSquare Capital LLC 0.00% New 5 $659
Continuum Advisory, LLC 0.00% Reduce -79.2% 5 $659
Colonial Trust Co / SC 0.00% Reduce -94.1% 5 $659
Garde Capital, Inc. 0.00% New 5 $659
Principia Wealth Advisory, LLC 0.00% No change 5 $613
Activest Wealth Management 0.00% New 4 $527
HFM Investment Advisors, LLC 0.00% — 3 $396
Parkworth Wealth Management, Inc. 0.00% No change 3 $395
Transce3nd, LLC 0.00% No change 3 $395
Bay Harbor Wealth Management, LLC 0.00% New 3 $395
GoalVest Advisory LLC 0.00% New 3 $395
Private Wealth Asset Management, LLC 0.00% — 3 $395
WestEnd Advisors, LLC 0.00% Add +200.0% 3 $395
Y.D. More Investments Ltd 0.00% Add +13.6% 117 $41
Avion Wealth 0.00% New 5 $0

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