Globe LifeGL

13F holders, Q2 2025 (June 30)
640holders +32
90new positions
54sold out
8famous investors
$124.25avg. 13F price*

At the end of Q2 2025, 640 institutions reported holding Globe Life Inc. (GL) in their 13F filings, up 32 from Q1 2025. 90 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($724.5M) and Wellington Management Group LLP ($491.9M). 8 famous investors held it, including George Soros (0.4% of Soros Fund Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions90$71.4M
Exits54$108.0M

All 13F filers, Q1 2025 → Q2 2025: 3,945,714 shares bought and 4,611,880 shares sold, net −666,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 640 holders

Vanguard Group Inc. 0.02% Reduce -1.1% 10,279,480 $1.3B
BlackRock, Inc. 0.01% Reduce -7.9% 5,829,027 $724.5M
Wellington Management Group LLP 0.09% Reduce -5.3% 3,957,434 $491.9M
Invesco Ltd. 0.08% Add +3.9% 3,921,439 $487.4M
State Street Corp. 0.02% Reduce -2.6% 3,357,932 $417.4M
Geode Capital Management, LLC 0.02% Add +2.9% 2,722,768 $339.9M
Dimensional Fund Advisors LP 0.06% Add +15.8% 2,016,879 $250.7M
Morgan Stanley 0.01% Reduce -0.7% 1,771,946 $220.2M
AQR Capital Management 0.14% Add +98.6% 1,402,690 $174.3M
Norges Bank 0.02% Add +8.4% 1,268,980 $157.7M
Bank of New York Mellon Corp 0.03% Add +3.6% 1,248,025 $155.1M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -5.3% 1,122,736 $139.5M
Jacobs Levy Equity Management, Inc. 0.51% Add +1.8% 1,043,970 $129.8M
Pzena Investment Management LLC 0.38% Add +0.5% 945,983 $117.6M
Nuveen, LLC 0.03% Reduce -9.0% 908,778 $113.0M
Equity Investment Corp. 2.43% Reduce -3.9% 892,839 $111.0M
Nordea Investment Management AB 0.10% Reduce -1.3% 841,501 $104.1M
Swedbank AB 0.12% No change 832,000 $103.4M
Northern Trust Corp. 0.01% Add +0.5% 814,151 $101.2M
Regions Financial Corp. 0.69% Reduce -0.3% 801,594 $99.6M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.0% 765,977 $95.2M
Ameriprise Financial Inc. 0.02% Add +3.6% 760,105 $94.5M
FMR LLC 0.00% Reduce -16.4% 693,811 $86.2M
Bank of America Corp. 0.01% Add +8.3% 655,842 $81.5M
Goldman Sachs Group Inc. 0.01% Add +2.6% 577,537 $71.8M
Freestone Grove Partners LP 0.54% Reduce -16.8% 575,122 $71.5M
Nuance Investments, LLC 5.53% Add +3.1% 571,567 $71.0M
Raymond James Financial Inc. 0.02% Add +3.5% 560,697 $69.7M
Victory Capital Management Inc. 0.04% Add +12.7% 436,134 $54.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +11.1% 434,674 $54.0M
Artisan Partners Limited Partnership 0.07% Reduce -26.4% 400,191 $49.7M
UBS Group AG 0.01% Add +121.7% 388,510 $48.3M
Russell Investments Group, Ltd. 0.06% Add +6.4% 364,554 $45.3M
LPL Financial LLC 0.01% Add +7.3% 333,036 $41.4M
Barclays PLC 0.01% Reduce -3.0% 291,525 $36.2M
Segall Bryant & Hamill, LLC 0.50% Add +18.6% 287,625 $35.7M
American Century Companies Inc. 0.02% Add +39.4% 286,334 $35.6M
Voloridge Investment Management, LLC 0.12% Reduce -44.0% 267,649 $33.3M
Two Sigma Advisers, LP 0.07% Reduce -18.8% 260,700 $32.4M
Millennium Management 0.03% Reduce -43.8% 259,766 $32.3M
Stifel Financial Corp. 0.03% Reduce -1.4% 247,884 $30.8M
Corient Private Wealth LP 0.04% Reduce -21.8% 242,235 $30.1M
JPMorgan Chase & Co. 0.00% Add +1.0% 223,162 $27.7M
Bridgewater Associates 0.11% Add +147.6% 213,320 $26.5M
Deutsche Bank AG 0.01% Reduce -31.4% 212,974 $26.5M
Rhumbline Advisers 0.02% Add +1.6% 212,310 $26.4M
First Trust Advisors LP 0.02% Reduce -30.9% 210,286 $26.1M
D. E. Shaw & Co. 0.03% Reduce -54.9% 209,151 $26.0M
Franklin Resources Inc. 0.01% Add +44.1% 208,394 $25.9M
Prospector Partners LLC 2.98% Reduce -3.6% 204,820 $25.5M
Royal Bank of Canada 0.00% Add +8.2% 190,057 $23.6M
Great Lakes Advisors, LLC 0.19% Reduce -7.4% 182,656 $22.7M
Ingalls & Snyder LLC 0.73% No change 164,571 $20.5M
California Public Employees Retirement System 0.01% Add +5.8% 163,323 $20.3M
Legal & General Group Plc 0.01% Add +15.6% 162,523 $20.2M
Swiss National Bank 0.01% Reduce -2.3% 159,000 $19.8M
Natixis 0.10% Add +348.3% 158,823 $19.7M
Two Sigma Investments, LP 0.04% Add +20.1% 154,958 $19.3M
BNP Paribas Financial Markets 0.02% Reduce -15.5% 153,902 $19.1M
Neuberger Berman Group LLC 0.01% Reduce -8.8% 153,884 $19.1M
Marshall Wace, LLP 0.02% Add +38.0% 147,680 $18.4M
HSBC Holdings PLC 0.01% Reduce -13.2% 146,226 $18.1M
New York State Common Retirement Fund 0.02% Reduce -5.9% 145,258 $18.1M
Candriam S.C.A. 0.10% New 144,789 $18.0M
DekaBank Deutsche Girozentrale 0.03% Reduce -7.0% 141,543 $17.4M
Woodline Partners LP 0.09% Reduce -17.4% 133,716 $16.6M
Soros Fund Management 0.41% Add +39.0% 124,500 $15.5M
T. Rowe Price Associates Inc. 0.00% Add +1.5% 121,977 $15.2M
Ieq Capital, LLC 0.09% Add +89.8% 114,819 $14.3M
AXA S.A. 0.04% Reduce -18.2% 112,718 $14.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +155.3% 111,744 $13.9M
Lighthouse Investment Partners, LLC 0.58% Reduce -22.0% 107,666 $13.4M
Interval Partners, LP 0.30% Add +16.4% 106,715 $13.3M
Alliancebernstein L.P. 0.00% Reduce -0.8% 103,423 $12.9M
Fuller & Thaler Asset Management, Inc. 0.04% Reduce -7.4% 99,162 $12.3M
Envestnet Asset Management Inc. 0.00% Add +14.0% 98,302 $12.2M
New York State Teachers Retirement System 0.03% Add +6.1% 97,702 $12.1M
Principal Financial Group Inc. 0.01% Reduce -4.3% 97,347 $12.1M
Voya Investment Management LLC 0.01% Add +41.3% 96,461 $12.0M
Citadel Advisors 0.01% Add +1275.4% 92,292 $11.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.1% 86,418 $10.7M
APG Asset Management N.V. 0.03% Add +10.9% 101,303 $10.7M
California State Teachers Retirement System 0.01% No change 79,814 $9.9M
Algert Global LLC 0.20% Reduce -4.9% 78,457 $9.8M
State Board of Administration of Florida Retirement System 0.02% Reduce -7.1% 76,788 $9.5M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -1.3% 75,600 $9.4M
Carmignac Gestion 0.14% Reduce -17.8% 74,000 $9.2M
Citigroup Inc. 0.01% Reduce -11.2% 67,853 $8.4M
Barbara Oil Co. 3.30% No change 67,500 $8.4M
Bank of Nova Scotia 0.02% Add +91.1% 66,514 $8.3M
Daiwa Securities Group Inc. 0.03% Reduce -11.9% 65,999 $8.2M
Leavell Investment Management, Inc. 0.36% Reduce -1.2% 64,498 $8.0M
Cerity Partners LLC 0.01% Add +52.5% 64,331 $8.0M
Polar Capital Holdings Plc 0.04% Reduce -43.8% 63,783 $7.9M
Cohen Klingenstein LLC 0.26% Reduce -12.4% 63,089 $7.8M
Van Eck Associates Corp. 0.01% Reduce -22.6% 62,214 $7.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -7.7% 62,195 $7.7M
Handelsbanken Fonder AB 0.03% Add +49.6% 62,100 $7.7M
State of Wisconsin Investment Board 0.02% Reduce -13.5% 62,077 $7.7M
Leith Wheeler Investment Counsel Ltd. 0.53% Reduce -35.0% 59,675 $7.4M
Prudential Financial Inc. 0.01% Reduce -13.2% 63,981 $7.3M
Canada Pension Plan Investment Board 0.01% No change 58,300 $7.2M
LSV Asset Management 0.02% Reduce -19.7% 57,080 $7.1M
Allworth Financial LP 0.03% Add +9535.9% 55,021 $6.8M
CANADA LIFE ASSURANCE Co 0.01% Add +1.2% 54,772 $6.8M
CIBC Private Wealth Group LLC 0.01% Reduce -0.1% 54,182 $6.7M
CI Investments Inc. 0.03% Add +4.2% 54,099 $6.7M
English Capital Management LLC 4.39% No change 53,401 $6.6M
Allianz Asset Management GmbH 0.01% Add +1259.2% 53,007 $6.6M
Brandywine Global Investment Management, LLC 0.05% Add +40.9% 52,938 $6.6M
Gotham Asset Management 0.04% Add +339.1% 52,279 $6.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -23.5% 51,570 $6.4M
Los Angeles Capital Management LLC 0.02% Reduce -14.3% 51,309 $6.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.28% Add +248.8% 59,300 $6.4M
Wealthfront Advisers LLC 0.02% Reduce -3.2% 51,184 $6.4M
National Bank of Canada 0.01% Reduce -10.4% 48,624 $6.0M
CWA Asset Management Group, LLC 0.26% Add +47.5% 48,609 $6.0M
Alps Advisors Inc. 0.03% Reduce -0.7% 48,336 $6.0M
Welch Group, LLC 0.25% Reduce -0.3% 47,577 $5.9M
Bank of Montreal 0.00% Reduce -25.2% 47,420 $5.9M
Quantinno Capital Management LP 0.02% Add +16.4% 46,114 $5.7M
Wells Fargo & Company 0.00% Reduce -4.6% 44,313 $5.5M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.8% 43,660 $5.4M
Commonwealth Equity Services, LLC 0.01% Reduce -7.7% 43,405 $5.4M
AYAL Capital Advisors Ltd 2.91% New 43,000 $5.3M
Illinois Municipal Retirement Fund 0.07% Add +67.2% 41,014 $5.1M
Truist Financial Corp. 0.01% Reduce -11.8% 39,998 $5.0M
Janus Henderson Group PLC 0.00% Reduce -1.6% 39,580 $4.9M
Cwm, LLC 0.02% Add +72.8% 39,225 $4.9M
Mariner, LLC 0.01% Add +58.9% 39,208 $4.9M
Treasurer of the State of North Carolina 0.02% Add +2.3% 38,729 $4.8M
Redwood Investment Management, LLC 0.50% Add +35.2% 38,211 $4.7M
Brevan Howard Capital Management LP 0.05% Add +5.5% 37,274 $4.6M
Worldquant Millennium Advisors LLC 0.02% Reduce -30.3% 37,101 $4.6M
Creative Planning 0.00% Add +0.3% 36,855 $4.6M
First Manhattan Co. Llc. 0.01% No change 36,825 $4.6M
Man Group plc 0.01% Reduce -49.1% 36,821 $4.6M
US Bancorp \de 0.01% Add +6.3% 36,529 $4.5M
Federated Hermes, Inc. 0.01% Add +4.1% 35,285 $4.4M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +769.9% 34,794 $4.3M
Nisa Investment Advisors, LLC 0.02% Add +0.5% 34,685 $4.3M
Teacher Retirement System of Texas 0.02% Reduce -2.1% 34,165 $4.2M
HRT Financial LP 0.02% Reduce -33.4% 34,023 $4.2M
Wilmington Savings Fund Society, FSB 0.07% No change 33,558 $4.2M
Empowered Funds, LLC 0.05% Add +918.3% 33,104 $4.1M
Klingenstein Fields & Co. LP 0.16% No change 32,578 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +45.0% 33,071 $4.0M
Public Employees Retirement System of Ohio 0.01% Add +4.7% 31,991 $4.0M
Police & Firemen's Retirement System of New Jersey 0.04% Add +5.5% 31,919 $4.0M
Hussman Strategic Advisors, Inc. 0.89% New 31,500 $3.9M
Stonegate Investment Group, LLC 0.10% Reduce -8.6% 30,962 $3.8M
Tweedy, Browne Co LLC 0.35% Reduce -3.5% 30,525 $3.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.2% 29,643 $3.7M
Synovus Financial Corp. 0.04% Add +0.0% 29,448 $3.7M
Lido Advisors, LLC 0.02% Reduce -0.5% 29,428 $3.7M
Jane Street Group, LLC 0.01% Reduce -69.5% 29,327 $3.6M
Qube Research & Technologies Ltd 0.01% New 29,326 $3.6M
PNC Financial Services Group, Inc. 0.00% Reduce -1.4% 29,239 $3.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% Reduce -1.7% 29,100 $3.6M
Mubadala Investment Co PJSC 0.02% New 28,979 $3.6M
Oakworth Capital, Inc. 0.23% Reduce -3.5% 28,838 $3.6M
ProShare Advisors LLC 0.01% Reduce -54.4% 27,866 $3.5M
Sequoia Financial Advisors, LLC 0.02% Add +13.7% 27,488 $3.4M
Rafferty Asset Management, LLC 0.01% Reduce -0.3% 27,442 $3.4M
Toronto Dominion Bank 0.01% Add +37.8% 27,314 $3.4M
Ensign Peak Advisors, Inc 0.01% Add +13.5% 27,212 $3.4M
Sei Investments Co. 0.00% Add +6.3% 25,425 $3.2M
Kingsview Wealth Management, LLC 0.05% Add +14.2% 24,355 $3.0M
Pathstone Holdings, LLC 0.01% Reduce -4.2% 24,305 $3.0M
Arizona State Retirement System 0.02% Add +0.9% 24,294 $3.0M
Cornerstone Management, Inc. 0.51% No change 23,689 $2.9M
Prudential PLC 0.02% New 23,438 $2.9M
State of Tennessee, Department of Treasury 0.01% Reduce -2.0% 23,212 $2.9M
Bridgeway Capital Management, LLC 0.07% Reduce -2.1% 23,200 $2.9M
Natixis Advisors, LLC 0.00% Reduce -79.7% 23,113 $2.9M
Steward Partners Investment Advisory, LLC 0.02% Reduce -8.2% 22,880 $2.8M
State of Michigan Retirement System 0.01% Reduce -1.3% 22,436 $2.8M
Smith Thornton Advisors LLC 1.59% No change 22,220 $2.8M
KLP Kapitalforvaltning As 0.01% No change 21,900 $2.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +9.9% 21,739 $2.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +43.0% 21,431 $2.7M
Savant Capital, LLC 0.02% Reduce -0.7% 21,212 $2.6M
Beck Mack & Oliver LLC 0.05% No change 21,125 $2.6M
Crossmark Global Holdings, Inc. 0.04% Add +156.3% 21,064 $2.6M
MetLife Investment Management, LLC 0.02% Reduce -3.4% 21,035 $2.6M
Parsons Capital Management Inc. 0.16% Reduce -1.0% 20,370 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +1.9% 20,334 $2.5M
M&T Bank Corp 0.01% Reduce -6.7% 20,292 $2.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +5.5% 20,244 $2.5M
Czech National Bank 0.02% Add +4.7% 20,176 $2.5M
U.S. Capital Wealth Advisors, LLC 0.07% New 19,886 $2.5M
Engineers Gate Manager LP 0.03% Add +214.1% 19,811 $2.5M
New York Life Investment Management LLC 0.02% Reduce -1.5% 19,757 $2.5M
STRS Ohio 0.01% Add +17.5% 18,952 $2.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +144.4% 18,901 $2.3M
Oppenheimer & Co. Inc. 0.03% Add +15.1% 18,882 $2.3M
PEAK6 LLC 0.08% New 18,720 $2.3M
TD Asset Management Inc 0.00% Reduce -0.2% 18,499 $2.3M
Oddo BHF Asset Management Sas 0.08% Reduce -2.7% 17,946 $2.2M
Vanguard Personalized Indexing Management, LLC 0.03% Add +1.9% 17,899 $2.2M
Edgestream Partners, L.P. 0.06% Reduce -69.3% 17,730 $2.2M
Group One Trading LLC 0.07% New 17,264 $2.1M
Public Sector Pension Investment Board 0.01% Reduce -24.4% 16,996 $2.1M
OP Asset Management Ltd 0.03% New 16,958 $2.1M
Amalgamated Bank 0.02% Reduce -0.2% 16,311 $2.0M
Mercer Global Advisors Inc. 0.00% Add +51.1% 16,115 $2.0M
Stance Capital LLC 0.75% New 15,962 $2.0M
Verition Fund Management LLC 0.01% Reduce -15.4% 15,899 $2.0M
Comerica Bank 0.01% Reduce -2.4% 15,813 $2.0M
Aurora Investment Counsel 1.02% Add +2.7% 15,615 $1.9M
GHP Investment Advisors, Inc. 0.08% Reduce -7.5% 15,414 $1.9M
IFG Advisory, LLC 0.10% Reduce -0.9% 15,382 $1.9M
Janney Montgomery Scott LLC 0.00% Reduce -8.1% 15,099 $1.9M
Pictet Asset Management Holding SA 0.00% Reduce -27.3% 15,075 $1.9M
Hantz Financial Services, Inc. 0.03% Reduce -0.4% 15,038 $1.9M
Captrust Financial Advisors 0.00% Add +25.6% 14,961 $1.9M
UniSuper Management Pty Ltd 0.01% Add +5.9% 14,872 $1.8M
HighTower Advisors, LLC 0.00% Reduce -2.0% 14,699 $1.8M
SummitTX Capital, L.P. 0.08% Add +48.5% 14,216 $1.8M
Danske Bank A/S 0.00% Reduce -34.1% 14,190 $1.8M
KBC Group NV 0.00% Add +314.7% 14,018 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -55.6% 13,936 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +2.6% 13,900 $1.7M
Walleye Trading LLC 0.04% New 13,863 $1.7M
Aptus Capital Advisors, LLC 0.02% Add +1.3% 13,834 $1.7M
Squarepoint Ops LLC 0.00% Add +223.5% 13,789 $1.7M
Utah Retirement Systems 0.02% No change 13,697 $1.7M
Asset Management One Co., Ltd. 0.01% Reduce -0.7% 13,445 $1.7M
Virtus Advisers, LLC 1.04% No change 13,335 $1.7M
Martingale Asset Management L P 0.04% New 12,998 $1.6M
Ethic Inc. 0.03% Reduce -31.2% 13,036 $1.6M
Vident Advisory, LLC 0.02% New 12,989 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Add +215.1% 12,636 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Add +18.1% 12,690 $1.6M
Horizon Investments, LLC 0.02% Add +925.9% 12,342 $1.5M
Fairvoy Private Wealth, LLC 0.38% Add +0.0% 12,271 $1.5M
TrueWealth Advisors, LLC 0.45% No change 12,266 $1.5M
Pallas Capital Advisors LLC 0.06% Add +58.3% 11,766 $1.5M
Machina Capital S.A.S. 0.30% Add +193.0% 11,658 $1.4M
Intech Investment Management LLC 0.01% Add +0.8% 11,572 $1.4M
Palisade Asset Management, LLC 0.14% No change 11,244 $1.4M
GMO 0.00% New 11,009 $1.4M
Robeco Institutional Asset Management B.V. 0.00% Reduce -30.8% 10,980 $1.4M
CIBC Asset Management Inc 0.00% Reduce -8.8% 10,958 $1.4M
Yousif Capital Management, LLC 0.01% Reduce -2.2% 10,956 $1.4M
Sterling Capital Management LLC 0.02% Reduce -61.5% 10,903 $1.4M
Castlekeep Investment Advisors LLC 0.66% New 10,871 $1.4M
FJ Capital Management LLC 0.14% Reduce -72.8% 10,751 $1.3M
Susquehanna Fundamental Investments, LLC 0.04% Reduce -8.9% 10,711 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Reduce -52.6% 10,418 $1.3M
Aberdeen Group plc 0.00% Add +48.1% 10,383 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +6.0% 10,295 $1.3M
XTX Topco Ltd 0.05% Reduce -33.8% 10,157 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -3.0% 9,467 $1.2M
Susquehanna Portfolio Strategies, LLC 0.03% New 9,403 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -5.5% 9,289 $1.2M
Silvercrest Asset Management Group LLC 0.01% No change 9,120 $1.1M
Synergy Asset Management, LLC 0.13% New 8,961 $1.1M
Nicholas Hoffman & Company, LLC. 0.03% Reduce -5.0% 8,912 $1.1M
Tidal Investments LLC 0.01% Add +12.9% 8,817 $1.1M
Public Employees Retirement Association of Colorado 0.00% Reduce -6.7% 8,796 $1.1M
Merit Financial Group, LLC 0.01% Add +45.3% 8,771 $1.1M
Mackenzie Financial Corp. 0.00% Add +197.2% 8,627 $1.1M
SRN Advisors, LLC 0.94% Add +3.6% 8,267 $1.0M
Waverly Advisors, LLC 0.01% Add +42.1% 8,134 $1.0M
Vestcor Inc 0.03% Add +69.3% 8,060 $1.0M
Venturi Wealth Management, LLC 0.05% Reduce -2.1% 8,051 $1.0M
Aquatic Capital Management LLC 0.02% Reduce -56.4% 7,904 $982K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -16.4% 7,847 $975K
US Asset Management LLC 0.84% Reduce -0.2% 7,822 $972K
Cetera Investment Advisers 0.00% Add +2.9% 7,552 $939K
SCS Capital Management LLC 0.01% Add +215.6% 7,524 $935K
Aigen Investment Management, LP 0.13% Reduce -51.9% 7,425 $923K
Xponance LLC 0.01% Add +2.7% 7,398 $919K
Fifth Third Bancorp 0.00% Reduce -3.2% 7,283 $905K
Hillsdale Investment Management Inc. 0.03% Reduce -1.4% 7,250 $901K
Johnson Investment Counsel Inc. 0.01% Add +19.4% 7,210 $896K
&partners 0.01% Add +15.7% 7,128 $886K
Oregon Public Employees Retirement Fund 0.02% Reduce -1.4% 7,105 $883K
Focus Partners Advisor Solutions, LLC 0.01% Add +133.1% 7,103 $883K
Brighton Jones LLC 0.02% New 7,100 $883K
Gsa Capital Partners LLP 0.06% Add +178.2% 7,038 $875K
Oakwell Private Wealth Management, LLC 0.20% No change 7,000 $870K
USA Financial Formulas 0.15% Reduce -21.8% 6,989 $869K
Cibc World Markets Corp. 0.01% Add +10.3% 6,953 $864K
Citizens Financial Group Inc. 0.01% Add +2.9% 6,952 $864K
Argent Trust Co 0.03% No change 6,940 $863K
Net Worth Advisory Group 0.19% Add +8.8% 6,814 $847K
SG Americas Securities, LLC 0.00% Reduce -86.8% 6,800 $845K
Geneos Wealth Management Inc. 0.02% Add +82.6% 6,788 $844K
Eads & Heald Wealth Management 0.42% Add +3.3% 6,777 $842K
Pacer Advisors, Inc. 0.00% Add +57.6% 6,759 $840K
Exchange Bank 0.66% No change 6,750 $839K
Ascentis Independent Advisors 0.16% Reduce -0.1% 6,745 $838K
Contravisory Investment Management, Inc. 0.16% Reduce -0.1% 6,736 $837K
NewEdge Advisors, LLC 0.00% Reduce -1.3% 6,720 $835K
Lowe Brockenbrough & Co. Inc. 0.05% No change 6,704 $833K
Pensionfund Sabic 0.24% Reduce -13.0% 6,700 $833K
Teachers Retirement System of the State of Kentucky 0.01% No change 6,705 $833K
Commerce Bank 0.00% Reduce -0.7% 6,678 $830K
Atria Investments, Inc 0.01% Add +40.0% 6,665 $828K
Glenmede Investment Management, LP 0.00% — 6,084 $756K
Fiduciary Trust Co 0.01% Add +1.3% 6,052 $752K
Montgomery Investment Management Inc. 0.29% No change 6,050 $752K
Summit Asset Management, LLC 0.12% Add +0.1% 6,014 $747K
Financiere des Professionnels - Fonds d'investissement inc. 0.04% New 5,904 $734K
Hartford Investment Management Co. 0.02% Reduce -11.4% 5,897 $733K
Mount Lucas Management LP 0.35% New 5,858 $728K
GAMMA Investing LLC 0.05% Reduce -1.6% 5,841 $726K
Mizuho Securities USA LLC 0.02% — 5,698 $708K
Atlas Capital Advisors Inc. 0.09% Reduce -17.0% 5,624 $699K
AlTi Global, Inc. 0.02% Add +33.8% 5,590 $695K
Canvas Wealth Advisors, LLC 0.13% Reduce -21.6% 5,086 $682K
Invst, LLC 0.08% Add +3.3% 5,445 $677K
Salem Investment Counselors Inc. 0.02% No change 5,400 $671K
Kestra Advisory Services, LLC 0.00% Reduce -12.8% 5,346 $665K
Jain Global LLC 0.01% Add +130.6% 5,297 $658K
Jump Financial, LLC 0.01% New 5,229 $650K
Bridgewater Advisors Inc. 0.05% Reduce -3.7% 4,532 $649K
Vontobel Holding Ltd. 0.00% Reduce -7.8% 5,199 $646K
Clearstead Advisors, LLC 0.01% Add +58.9% 5,173 $643K
Choate Investment Advisors 0.01% No change 5,142 $639K
Integrated Wealth Concepts LLC 0.01% New 5,109 $635K
Readystate Asset Management LP 0.05% New 5,101 $634K
Mayfair Advisory Group, LLC 0.29% Add +0.2% 4,429 $623K
Stephens Inc. 0.01% Reduce -82.9% 4,806 $597K
Allegheny Financial Group 0.13% Add +0.2% 4,763 $592K
Haverford Trust Co 0.01% No change 4,760 $592K
Mitchell McLeod Pugh & Williams Inc. 0.11% No change 4,738 $589K
Norinchukin Bank, The 0.01% Add +7.1% 4,696 $584K
FineMark National Bank & Trust 0.02% No change 4,569 $568K
Gifford Fong Associates 0.13% No change 4,500 $559K
State of Wyoming 0.07% Reduce -6.3% 4,428 $550K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 4,419 $549K
Birmingham Capital Management Co. Inc. 0.24% No change 4,400 $547K
Louisiana State Employees Retirement System 0.01% Reduce -2.2% 4,400 $547K
Heritage Wealth Management, Inc. 0.18% Reduce -4.4% 4,362 $542K
Williams Jones Wealth Management, LLC. 0.01% No change 4,306 $535K
Osaic Holdings, Inc. 0.00% Add +9.7% 4,266 $530K
Signaturefd, LLC 0.01% Reduce -8.0% 4,233 $526K
Aviva PLC 0.00% New 4,203 $522K
Securian Asset Management, Inc. 0.01% Reduce -4.6% 4,186 $520K
Dark Forest Capital Management LP 0.02% Reduce -11.8% 4,177 $519K
Cobblestone Capital Advisors LLC 0.03% Reduce -81.3% 4,167 $518K
Maryland State Retirement & Pension System 0.01% No change 4,150 $516K
Legacy Capital Wealth Partners, LLC 0.12% Reduce -2.0% 4,110 $511K
Callan Family Office, LLC 0.02% New 4,099 $509K
Financial Management Professionals, Inc. 0.06% No change 4,097 $509K
Proficio Capital Partners LLC 0.03% Add +2.6% 4,095 $509K
Keybank National Association 0.00% Add +0.8% 4,086 $508K
Essential Partners LLC 0.20% — 4,047 $503K
iA Global Asset Management Inc. 0.01% Add +48.7% 4,005 $498K
ING Groep NV 0.00% Add +6.0% 3,992 $496K
Brown Advisory Inc. 0.00% Add +6.3% 3,986 $495K
New Mexico Educational Retirement Board 0.02% No change 3,933 $489K
AdvisorShares Investments LLC 0.08% Add +6.8% 3,737 $464K
HB Wealth Management, LLC 0.00% Reduce -7.0% 3,691 $459K
Smith Salley Wealth Management 0.03% No change 3,648 $453K
Farther Finance Advisors, LLC 0.01% Add +1.1% 3,630 $451K
DMC Group, LLC 0.35% Add +17.5% 3,602 $448K
NorthCoast Asset Management LLC 0.00% Reduce -0.3% 3,597 $447K
Forum Financial Management, LP 0.01% Add +35.3% 3,586 $446K
CW Advisors, LLC 0.00% Add +1.5% 3,554 $442K
CHICAGO TRUST Co NA 0.06% Add +8.2% 3,508 $436K
United Capital Financial Advisors, LLC 0.00% Reduce -13.7% 3,493 $434K
Busey Bank 0.01% Reduce -9.6% 3,456 $430K
First United Bank & Trust 0.15% Add +107.5% 3,455 $429K
Hayek Kallen Investment Management 0.14% No change 3,425 $426K
VestGen Advisors, LLC 0.02% Reduce -0.7% 3,390 $421K
Integrated Investment Consultants, LLC 0.08% No change 3,375 $419K
Praxis Investment Management Inc. 0.03% No change 3,370 $419K
Quarry LP 0.10% Reduce -17.7% 3,369 $419K
Natural Investments, LLC 0.11% Add +5.2% 3,366 $418K
Baird Financial Group, Inc. 0.00% Reduce -0.1% 3,336 $415K
DAVENPORT & Co LLC 0.00% Reduce -11.5% 3,315 $412K
Counterpoint Mutual Funds LLC 0.04% New 3,293 $409K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +228.9% 3,292 $409K
Diversified Trust Co. 0.01% Reduce -4.7% 3,290 $409K
Summit Financial, LLC 0.01% Reduce -0.1% 3,280 $408K
Coldstream Capital Management Inc. 0.01% Add +0.8% 3,254 $404K
Empirical Finance, LLC 0.02% Add +0.6% 3,250 $404K
Thrivent Financial for Lutherans 0.00% Reduce -1.4% 3,245 $403K
Bessemer Group Inc. 0.00% Reduce -0.3% 3,249 $403K
World Investment Advisors 0.01% Reduce -47.2% 3,075 $382K
Cabot Wealth Management Inc. 0.05% No change 3,065 $381K
EP Wealth Advisors, LLC 0.00% Add +48.7% 3,055 $380K
Chicago Partners Investment Group LLC 0.01% Add +46.6% 3,033 $379K
Prelude Capital Management, LLC 0.04% Add +74.0% 3,044 $378K
Bayview Asset Management, LLC 0.38% Reduce -40.0% 3,000 $373K
Tower Bridge Advisors 0.04% No change 3,000 $373K
RFG Advisory, LLC 0.01% Reduce -13.9% 2,881 $358K
McAdam, LLC 0.02% Reduce -0.1% 2,880 $358K
Two Sigma Securities, LLC 0.04% Reduce -39.0% 2,865 $356K
Impact Partnership Wealth, LLC 0.06% New 2,832 $352K
Perigon Wealth Management, LLC 0.01% Reduce -3.6% 2,831 $352K
OMERS ADMINISTRATION Corp 0.00% No change 2,799 $348K
Erste Asset Management GmbH 0.00% No change 2,800 $347K
BancFirst Trust & Investment Management 0.16% No change 2,793 $346K
Ballentine Partners, LLC 0.01% Reduce -1.6% 2,743 $341K
Rf&l Wealth Management, LLC 0.22% Add +27.1% 2,742 $341K
Blair William & Co. 0.00% Add +0.0% 2,740 $341K
Qsemble Capital Management, LP 0.03% New 2,715 $337K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.4% 2,633 $327K
Park Avenue Securities LLC 0.00% New 2,623 $326K
Macquarie Group Ltd. 0.00% Reduce -45.7% 2,571 $319K
Shell Asset Management Co. 0.01% Reduce -15.6% 2,549 $317K
CSS LLC 0.06% New 2,540 $316K
Leonteq Securities AG 0.02% Reduce -0.1% 2,522 $313K
Summit Trail Advisors, LLC 0.01% New 2,517 $313K
Exchange Traded Concepts, LLC 0.00% Add +26.4% 2,514 $312K
WINTON GROUP Ltd 0.02% New 2,476 $308K
DGS Capital Management, LLC 0.06% Add +15.2% 2,475 $308K
AIA Group Ltd 0.01% Reduce -85.6% 2,434 $303K
EverSource Wealth Advisors, LLC 0.01% Add +341.8% 2,412 $300K
Cassaday & Co Wealth Management LLC 0.01% No change 2,400 $298K
Welch & Forbes LLC 0.00% No change 2,375 $295K
Northwestern Mutual Wealth Management Co. 0.00% Add +80.1% 2,345 $291K
ZWJ Investment Counsel Inc. 0.01% No change 2,338 $291K
Farringdon Capital, Ltd. 0.10% New 2,330 $290K
DRW Securities, LLC 0.02% Add +20.9% 2,328 $289K
HighPoint Advisor Group LLC 0.02% Reduce -2.6% 2,305 $286K
McNamara Financial Services, Inc. 0.06% No change 2,251 $280K
CNB Bank 0.13% No change 2,250 $280K
Cambria Investment Management, L.P. 0.02% Add +0.4% 2,235 $278K
Knightsbridge Asset Management, LLC 0.06% Add +11.4% 2,222 $276K
Kathmere Capital Management, LLC 0.02% Add +5.6% 2,195 $273K
Huntington National Bank 0.00% Reduce -6.0% 2,190 $272K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.7% 2,159 $268K
Swiss Life Asset Management Ltd 0.00% New 2,154 $268K
New Wave Wealth Advisors LLC 0.11% Reduce -0.2% 2,138 $266K
Jones Financial Companies LLLP 0.00% Add +51.6% 2,143 $266K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -0.3% 2,135 $265K
Spire Wealth Management 0.01% Add +27.7% 2,123 $264K
V-Square Quantitative Management LLC 0.04% Reduce -6.2% 2,111 $262K
Clear Creek Financial Management, LLC 0.02% New 2,106 $262K
Smartleaf Asset Management LLC 0.02% Reduce -38.2% 2,100 $260K
Quantitative Investment Management, LLC 0.03% Reduce -49.0% 2,098 $260K
Applied Finance Capital Management, LLC 0.02% Reduce -6.6% 2,087 $259K
Kaufman Rossin Wealth, LLC 0.16% New 2,081 $259K
Nomura Asset Management Co. Ltd. 0.00% Reduce -2.6% 2,074 $258K
Fiduciary Financial Group, LLC 0.05% Add +1.4% 2,061 $257K
Evoke Wealth, LLC 0.01% New 2,036 $253K
MBB Public Markets I LLC 0.03% Reduce -18.6% 2,021 $251K
Blalock Williams, LLC 0.25% Add +4.1% 2,014 $250K
Encompass More Asset Management 0.06% New 2,014 $250K
Journey Strategic Wealth LLC 0.01% New 2,002 $249K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 2,002 $249K
West Financial Advisors, LLC 0.04% No change 2,000 $249K
Metis Global Partners, LLC 0.01% Add +6.2% 1,996 $248K
Sagespring Wealth Partners, LLC 0.01% Add +6.4% 1,942 $241K
Advisory Alpha, LLC 0.01% Reduce -5.2% 1,928 $240K
Keel Point, LLC 0.02% Add +1.1% 1,926 $239K
Greenberg Financial Group 0.09% New 1,325 $237K
Campbell Deegan Wealth Management, LLC 0.23% Reduce -13.8% 1,903 $237K
Stratos Wealth Advisors, LLC 0.01% No change 1,867 $232K
Wbi Investments, LLC 0.06% New 1,846 $229K
Quantbot Technologies LP 0.01% New 1,835 $228K
Mufg Securities Americas Inc. 0.02% Add +23.1% 1,829 $227K
Ariadne Wealth Management, LP 0.11% New 1,630 $227K
Penobscot Investment Management Company, Inc. 0.02% New 1,815 $226K
Patton Fund Management, Inc. 0.05% New 1,790 $222K
Magnetar Financial LLC 0.00% New 1,769 $220K
Tower Research Capital LLC (TRC) 0.01% Reduce -60.7% 1,764 $219K
Monument Group Wealth Advisors, LLC 0.14% No change 1,752 $218K
waypoint wealth counsel 0.11% New 1,742 $217K
Compound Planning, Inc. 0.01% Add +3.3% 1,740 $216K
CX Institutional 0.01% Add +4.0% 1,709 $212K
Transcend Capital Advisors, LLC 0.02% New 1,664 $207K
Kera Capital Partners, Inc. 0.04% New 1,662 $207K
OneDigital Investment Advisors LLC 0.00% Add +6.7% 1,648 $205K
Teza Capital Management LLC 0.15% Reduce -19.1% 1,646 $205K
Petrus Trust Company, LTA 0.02% New 1,620 $201K
Amundi 0.00% Reduce -99.1% 1,668 $201K
Parallel Advisors, LLC 0.00% Add +0.8% 1,566 $195K
Gitterman Wealth Management, LLC 0.04% New 1,549 $193K
Paladin Advisory Group, LLC 0.14% No change 1,518 $189K
Lanark Financial, Inc. 0.02% Reduce -74.7% 1,488 $184K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -45.1% 1,395 $173K
IFP Advisors, Inc 0.00% Add +130.6% 1,388 $173K
Brooklyn Investment Group 0.02% Add +78.7% 1,308 $163K
Ossiam 0.00% New 1,220 $152K
Bank & Trust Co 0.12% No change 1,213 $151K
Arlington Trust Co LLC 0.03% New 1,192 $148K
Platinum Investment Management Ltd. 0.01% No change 1,134 $141K
Canada Post Corp Registered Pension Plan 0.01% New 1,080 $134K
Walleye Capital LLC 0.00% Reduce -91.8% 1,046 $130K
Lazard Asset Management LLC 0.00% Reduce -3.7% 1,050 $130K
Bangor Savings Bank 0.01% No change 982 $122K
Cullen/Frost Bankers, Inc. 0.00% No change 970 $121K
Resona Asset Management Co.,Ltd. 0.00% Add +19.5% 925 $115K
Blue Trust, Inc. 0.00% Add +9.1% 842 $105K
Ameritas Investment Partners, Inc. 0.00% No change 818 $102K
Headlands Technologies LLC 0.01% Add +893.6% 775 $96K
Global Retirement Partners, LLC 0.00% — 744 $92K
UMB Bank, n.a. 0.00% Reduce -40.8% 722 $90K
HM Payson & Co. 0.00% No change 700 $87K
Employees Retirement System of Texas 0.00% New 682 $85K
LRI Investments, LLC 0.01% Reduce -19.6% 681 $85K
Evermay Wealth Management LLC 0.01% No change 675 $84K
Whittier Trust Co. 0.00% Add +42.7% 675 $84K
Bruce G. Allen Investments, LLC 0.06% Reduce -9.0% 639 $79K
Intact Investment Management Inc. 0.00% No change 600 $75K
Ascentis Wealth Management, LLC 0.02% New 571 $71K
Parkside Financial Bank & Trust 0.01% Add +1.1% 571 $71K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 568 $71K
Versant Capital Management, Inc 0.01% Reduce -4.6% 559 $69K
Plante Moran Financial Advisors, LLC 0.00% Add +0.2% 529 $66K
MTM Investment Management, LLC 0.02% New 490 $61K
Montag A & Associates Inc. 0.00% No change 450 $56K
Harbor Investment Advisory, LLC 0.00% No change 441 $55K
True Wealth Design, LLC 0.02% Add +4.1% 430 $53K
Keener Financial Planning LLC 0.03% No change 418 $51K
Dagco, Inc. 0.01% New 410 $51K
First Command Advisory Services, Inc. 0.00% Reduce -9.1% 408 $51K
HHM Wealth Advisors, LLC 0.01% No change 387 $48K
Estabrook Capital Management 0.01% Reduce -36.0% 384 $48K
Ransom Advisory, Ltd 0.02% No change 380 $47K
Elevation Wealth Partners, LLC 0.02% No change 355 $44K
Arax Advisory Partners 0.00% Add +1.3% 304 $44K
AlphaCore Capital LLC 0.00% Add +1557.1% 348 $43K
TD Private Client Wealth LLC 0.00% New 316 $39K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 305 $38K
Principal Securities, Inc. 0.00% Add +116.8% 271 $34K
Cromwell Holdings LLC 0.02% Add +4.8% 260 $32K
TCTC Holdings, LLC 0.00% No change 254 $32K
Albion Financial Group 0.00% No change 251 $31K
Hemington Wealth Management 0.00% Add +9.4% 256 $31K
MUFG Securities EMEA plc 0.00% New 247 $31K
Sunbelt Securities, Inc. 0.00% No change 266 $30K
Assetmark, Inc. 0.00% Add +777.8% 237 $29K
Sentry Investment Management LLC 0.02% No change 238 $29K
CYBER HORNET ETFs LLC 0.02% New 225 $28K
Investment Research & Advisory Group, Inc. 0.01% No change 225 $28K
Rothschild Investment LLC 0.00% Add +9.2% 225 $28K
AdvisorNet Financial, Inc 0.00% Add +60.0% 224 $28K
Brown Brothers Harriman & Co. 0.00% Add +667.9% 215 $27K
Harbour Investments, Inc. 0.00% Reduce -10.0% 206 $26K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.0% 204 $25K
Global Assets Advisory, LLC 0.01% New 200 $25K
Vision Financial Markets LLC 0.02% No change 200 $25K
Cape Investment Advisory, Inc. 0.01% No change 200 $25K
Johnson Financial Group, Inc. 0.00% Reduce -59.0% 197 $24K
Covestor Ltd 0.01% Reduce -3.0% 191 $24K
GW&K Investment Management, LLC 0.00% No change 197 $24K
Strategic Wealth Partners, Ltd. 0.00% — 192 $24K
WealthCollab, LLC 0.01% No change 182 $23K
Addison Advisors LLC 0.01% Reduce -14.2% 176 $22K
Copeland Capital Management, LLC 0.00% No change 168 $21K
First Horizon Advisors, Inc. 0.00% Add +98.8% 165 $21K
Kestra Investment Management, LLC 0.00% No change 164 $20K
Ameritas Advisory Services, LLC 0.00% New 159 $20K
Peregrine Capital Management LLC 0.00% No change 150 $19K
Aventura Private Wealth, LLC 0.01% New 135 $17K
Bell Investment Advisors, Inc 0.00% Reduce -2.2% 132 $16K
S&T Bank 0.01% Reduce -31.3% 132 $16K
Harvest Fund Management Co., Ltd 0.00% Reduce -93.0% 120 $15K
Private Trust Co. NA 0.00% Reduce -75.7% 114 $14K
JFS Wealth Advisors, LLC 0.00% Add +21.1% 92 $11K
Barnes Dennig Private Wealth Management LLC 0.01% New 88 $11K
Elevation Point Wealth Partners, LLC 0.00% New 88 $11K
Private Wealth Management Group, LLC 0.00% No change 83 $10K
MAI Capital Management 0.00% Add +39.0% 82 $10K
Grove Bank & Trust 0.00% Add +20.6% 82 $10K
Rise Advisors, LLC 0.00% No change 81 $10K
Delta Asset Management LLC 0.00% No change 78 $10K
Zions Bancorporation, National Association 0.00% Reduce -1.3% 76 $9K
Sachetta, LLC 0.00% No change 67 $8K
St Germain D J Co. Inc. 0.00% No change 65 $8K
Colonial Trust Advisors 0.00% New 63 $8K
Farmers & Merchants Investments Inc. 0.00% No change 63 $8K
Princeton Global Asset Management LLC 0.00% New 61 $8K
CVA Family Office, LLC 0.00% No change 61 $8K
Summit Securities Group LLC 0.00% New 56 $7K
MV Capital Management, Inc. 0.00% Reduce -11.3% 55 $7K
Dogwood Wealth Management LLC 0.00% New 47 $6K
DT Investment Partners, LLC 0.00% No change 44 $5K
SouthState Bank Corp 0.00% Reduce -87.7% 40 $5K
Fortitude Family Office, LLC 0.00% New 39 $5K
Deseret Mutual Benefit Administrators 0.00% No change 36 $4K
TD Capital Management LLC 0.00% No change 33 $4K
Larson Financial Group LLC 0.00% Reduce -40.0% 33 $4K
WPG Advisers, LLC 0.00% No change 31 $4K
GFG Capital, LLC 0.00% New 28 $3K
Capital A Wealth Management, LLC 0.04% New 28 $3K
Key Financial Inc 0.00% No change 27 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 23 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +13.6% 25 $3K
Capital Advisors, Ltd. LLC 0.00% Reduce -27.3% 24 $3K
Rossby Financial, LCC 0.00% New 24 $3K
Sound Income Strategies, LLC 0.00% No change 24 $3K
Financial Network Wealth Advisors LLC 0.00% New 23 $3K
Sierra Ocean, LLC 0.00% No change 21 $3K
Clearstead Trust, LLC 0.00% Reduce -48.7% 20 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 20 $2K
Howard Hughes Medical Institute 0.00% New 18 $2K
High Note Wealth, LLC 0.00% Reduce -57.1% 18 $2K
Binnacle Investments Inc 0.00% No change 17 $2K
Whipplewood Advisors, LLC 0.00% Reduce -79.3% 17 $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
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 12 $1K
TFC Financial Management, Inc. 0.00% No change 12 $1K
SJS Investment Consulting Inc. 0.00% Reduce -36.8% 12 $1K
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
Rialto Wealth Management, LLC 0.00% Reduce -37.5% 10 $1K
Anchor Investment Management, LLC 0.00% No change 9 $1K
Cornerstone Planning Group LLC 0.00% New 8 $1K
Principia Wealth Advisory, LLC 0.00% Add +60.0% 8 $994
HFM Investment Advisors, LLC 0.00% Add +166.7% 8 $994
Whittier Trust Co. of Nevada Inc. 0.00% No change 8 $994
Dunhill Financial, LLC 0.00% Reduce -12.5% 7 $943
Valued Wealth Advisors LLC 0.00% No change 7 $873
Bay Harbor Wealth Management, LLC 0.00% Add +133.3% 7 $870
NewSquare Capital LLC 0.00% Add +40.0% 7 $870
Kayne Anderson Rudnick Investment Management LLC 0.00% New 7 $870
Parkworth Wealth Management, Inc. 0.00% Add +100.0% 6 $746
Hughes Financial Services, LLC 0.00% No change 5 $706
Stephens Consulting, LLC 0.00% New 5 $622
ORG Partners LLC 0.00% New 5 $622
Garde Capital, Inc. 0.00% No change 5 $622
Colonial Trust Co / SC 0.00% No change 5 $621
Physician Wealth Advisors, Inc. 0.00% Reduce -66.7% 4 $498
Atticus Wealth Management, LLC 0.00% New 4 $498
Clark Wealth Partners 0.00% New 4 $497
Total Investment Management Inc. 0.00% New 4 $497
Activest Wealth Management 0.00% No change 4 $497
Tortoise Investment Management, LLC 0.00% New 4 $497
Transce3nd, LLC 0.00% No change 3 $373
Private Wealth Asset Management, LLC 0.00% No change 3 $373
Quaker Wealth Management, LLC 0.00% — 2 $249
WestEnd Advisors, LLC 0.00% Reduce -33.3% 2 $249
IMA Advisory Services, Inc. 0.00% New 2 $249
American Capital Advisory, LLC 0.00% New 1 $125
Rakuten Securities, Inc. 0.00% Reduce -99.0% 1 $124
Bartlett & Co. Wealth Management LLC 0.00% New 1 $124
Y.D. More Investments Ltd 0.00% Reduce -35.9% 75 $28
Avion Wealth 0.00% No change 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.