Globus Medical Inc. Class AGMED

13F holders, Q1 2026 (March 31)
610holders +43
99new positions
51sold out
9famous investors
$86.10avg. 13F price*

At the end of Q1 2026, 610 institutions reported holding Globus Medical Inc. Class A (GMED) in their 13F filings, up 43 from Q4 2025. 99 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($904.5M), Janus Henderson Group PLC ($656.8M) and Vanguard Capital Management LLC ($433.6M). 9 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Globus Medical Inc. Class A
CUSIP
379577208
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 438Q1 2024Q2 2024: 450Q2 2024Q3 2024: 449Q3 2024Q4 2024: 501Q4 2024Q1 2025: 515Q1 2025Q2 2025: 482Q2 2025Q3 2025: 491Q3 2025Q4 2025: 567Q4 2025Q1 2026: 610Q1 2026Q2 2026: 601Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions99$244.6M
Exits51$98.1M

All 13F filers, Q4 2025 → Q1 2026: 11,583,825 shares bought and 12,219,883 shares sold, net −636,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 610 holders

BlackRock, Inc. 0.02% Add +2.1% 10,497,414 $904.5M
Janus Henderson Group PLC 0.31% Add +4.5% 7,623,095 $656.8M
Vanguard Capital Management LLC 0.01% — 5,032,732 $433.6M
Vanguard Portfolio Management LLC 0.02% — 4,879,459 $420.4M
Invesco Ltd. 0.04% Add +11.1% 4,316,654 $371.9M
State Street Corp. 0.01% Add +3.6% 3,590,372 $309.3M
Sculptor Capital LP 6.32% Add +1.9% 3,058,000 $263.5M
JPMorgan Chase & Co. 0.01% Reduce -16.3% 2,595,308 $216.7M
Bank of Montreal 0.08% Reduce -31.6% 2,307,181 $198.8M
Geode Capital Management, LLC 0.01% Add +2.7% 2,112,124 $182.0M
William Blair Investment Management, LLC 0.57% Reduce -20.2% 2,009,763 $173.2M
Citadel Advisors 0.12% Reduce -22.6% 1,966,114 $169.4M
Alliancebernstein L.P. 0.05% Reduce -5.1% 1,750,832 $152.9M
Dimensional Fund Advisors LP 0.03% Add +2.0% 1,769,897 $152.5M
Geneva Capital Management LLC 3.22% Reduce -7.4% 1,760,971 $151.7M
Millennium Management 0.11% Add +601.3% 1,643,352 $141.6M
GW&K Investment Management, LLC 1.14% Reduce -1.4% 1,494,723 $128.8M
Boston Trust Walden Corp 0.89% Reduce -8.3% 1,254,910 $108.1M
Charles Schwab Investment Management Inc. 0.02% Add +4.5% 1,243,615 $107.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +3.6% 1,145,540 $98.7M
Manufacturers Life Insurance Company, The 0.08% Add +2.8% 1,132,278 $97.6M
Goldman Sachs Group Inc. 0.01% Add +54.1% 1,132,162 $97.5M
Fuller & Thaler Asset Management, Inc. 0.32% Add +6.4% 1,101,568 $94.9M
Morgan Stanley 0.01% Add +14.7% 1,060,500 $91.4M
Arrowstreet Capital, Limited Partnership 0.04% Add +107.0% 912,905 $78.7M
ANTIPODES PARTNERS Ltd 1.49% Reduce -1.0% 897,607 $77.3M
Northern Trust Corp. 0.01% Add +2.3% 862,733 $74.3M
Artemis Investment Management LLP 0.78% Add +14.9% 848,476 $73.1M
AQR Capital Management 0.03% Add +617.1% 846,778 $72.1M
Paradigm Capital Management Inc. 2.71% Reduce -13.1% 822,299 $70.8M
Holocene Advisors, LP 0.16% New 773,834 $66.7M
Bank of New York Mellon Corp 0.01% Reduce -1.4% 742,551 $64.0M
Soleus Capital Management, L.P. 2.55% Reduce -17.8% 729,467 $62.9M
Madison Avenue Partners, LP 2.69% Reduce -72.7% 717,476 $61.8M
Stephens Investment Management Group LLC 0.84% Reduce -0.4% 714,701 $61.6M
Bank of America Corp. 0.00% Reduce -8.1% 697,572 $60.1M
Global Alpha Capital Management Ltd. 3.60% Add +4.2% 694,444 $59.8M
Vanguard Fiduciary Trust Co. 0.02% — 692,373 $59.7M
American Capital Management Inc. 3.07% Add +36.4% 663,049 $57.1M
Anchor Capital Advisors LLC 1.57% Reduce -8.0% 639,524 $55.1M
Vestal Point Capital, LP 1.47% Reduce -52.1% 610,520 $52.6M
FMR LLC 0.00% Add +1121.3% 600,456 $51.7M
T. Rowe Price Associates Inc. 0.01% Reduce -13.8% 600,165 $51.7M
Capital World Investors 0.01% No change 574,500 $49.5M
Marshall Wace, LLP 0.05% Reduce -42.4% 562,630 $48.5M
Swedbank AB 0.05% Add +6.0% 562,403 $48.5M
Quantinno Capital Management LP 0.08% Add +142.9% 547,095 $47.1M
UBS Group AG 0.01% Add +60.1% 543,112 $46.8M
Royal Bank of Canada 0.01% Reduce -6.9% 525,419 $45.3M
Hawk Ridge Capital Management LP 1.57% New 499,980 $43.1M
Paradice Investment Management LLC 7.95% Reduce -7.0% 491,265 $42.3M
ArrowMark Colorado Holdings LLC 1.12% Reduce -42.0% 487,426 $42.0M
Kennedy Capital Management LLC 0.84% Reduce -6.6% 460,292 $39.7M
Allspring Global Investments Holdings, LLC 0.06% Reduce -4.3% 428,040 $37.6M
Pembroke Management, LTD 5.09% Reduce -28.3% 408,539 $35.2M
Victory Capital Management Inc. 0.02% Reduce -18.8% 401,913 $34.6M
GMO 0.09% Reduce -4.4% 401,717 $34.6M
Oberweis Asset Management Inc./ 1.00% Add +45.3% 392,200 $33.8M
Parsifal Capital Management, LP 4.31% Reduce -68.3% 387,117 $33.4M
Fort Washington Investment Advisors Inc. 0.17% Add +11.7% 356,811 $30.7M
Defilade Capital Management, L.P. 4.29% Add +32.6% 354,350 $30.5M
Sirios Capital Management L P 3.70% Add +0.2% 354,168 $30.5M
Legal & General Group Plc 0.01% Add +6.2% 351,383 $30.3M
Annex Advisory Services, LLC 0.57% Add +48.7% 350,387 $30.2M
Champlain Investment Partners, LLC 0.38% Reduce -51.0% 350,053 $30.2M
SG Americas Securities, LLC 0.03% Add +241.1% 340,452 $29.3M
Raymond James Financial Inc. 0.01% Reduce -18.8% 336,486 $28.6M
Bridgewater Associates 0.13% Add +16.3% 330,463 $28.5M
Wells Fargo & Company 0.01% Add +13.2% 327,992 $28.3M
Terril Brothers, Inc. 7.59% Reduce -0.0% 321,365 $27.7M
First Trust Advisors LP 0.02% Reduce -13.0% 299,924 $25.8M
Foresight Group Ltd Liability Partnership 4.47% Reduce -14.7% 293,903 $25.3M
Envestnet Asset Management Inc. 0.01% Add +4.6% 284,053 $24.5M
Retirement Systems of Alabama 0.08% Add +1.0% 283,024 $24.4M
Rhumbline Advisers 0.02% Add +2.8% 282,716 $24.4M
Kathmere Capital Management, LLC 1.45% Add +0.1% 271,126 $23.4M
Lord, Abbett & Co. LLC 0.08% Reduce -2.1% 262,897 $22.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +5.3% 257,538 $22.2M
Lightrock Netherlands B.V. 4.74% Add +0.7% 257,242 $22.2M
Exchange Traded Concepts, LLC 0.17% Add +26.9% 256,836 $22.1M
Segall Bryant & Hamill, LLC 0.31% Reduce -19.8% 253,885 $21.9M
Nicholas Company, Inc. 0.42% Reduce -18.9% 249,449 $21.5M
Principal Financial Group Inc. 0.01% Add +3.8% 248,695 $21.4M
MetLife Investment Management, LLC 0.11% Reduce -15.1% 247,619 $21.3M
Bellevue Group AG 0.51% Reduce -5.9% 247,261 $21.3M
Varenne Capital Partners 5.07% New 236,615 $20.5M
Massachusetts Financial Services Co. 0.01% Reduce -10.6% 233,751 $20.1M
Los Angeles Capital Management LLC 0.08% Add +3307.9% 233,748 $20.1M
Sei Investments Co. 0.02% Reduce -6.1% 228,141 $19.7M
Glenmede Trust Co. NA 0.10% Add +22.8% 225,446 $19.4M
Gabelli Funds LLC 0.13% Reduce -0.7% 225,000 $19.4M
Swiss National Bank 0.01% No change 222,077 $19.1M
ExodusPoint Capital Management, LP 0.18% New 208,902 $18.0M
California Public Employees Retirement System 0.01% Add +0.6% 206,036 $17.8M
Prudential Financial Inc. 0.02% Add +1074.8% 200,781 $17.3M
WCM Investment Management, LLC 0.04% New 203,145 $17.0M
Qube Research & Technologies Ltd 0.02% Add +2770.4% 195,933 $16.9M
Ameriprise Financial Inc. 0.00% Reduce -6.0% 193,429 $16.7M
State of Wisconsin Investment Board 0.04% Reduce -6.0% 190,074 $16.4M
American Century Companies Inc. 0.01% Reduce -16.7% 189,032 $16.3M
Corient Private Wealth LP 0.02% Add +259.2% 184,510 $15.8M
Bessemer Group Inc. 0.02% Reduce -50.0% 178,988 $15.4M
Public Employees Retirement Association of Colorado 0.06% Reduce -17.4% 176,593 $15.2M
Leeward Investments, LLC - MA 0.71% Reduce -2.7% 167,955 $14.5M
Driehaus Capital Management LLC 0.11% Reduce -0.2% 167,468 $14.4M
Leith Wheeler Investment Counsel Ltd. 1.14% Reduce -8.0% 159,535 $13.7M
Nuveen, LLC 0.00% Add +4.2% 158,134 $13.6M
Gotham Asset Management 0.04% Add +57.7% 149,103 $12.8M
Sterling Investment Advisors, Ltd. 2.25% No change 144,023 $12.4M
Hyperion Capital Advisors LP 5.84% Reduce -4.1% 140,849 $12.1M
BLI - Banque de Luxembourg Investments 0.35% No change 136,500 $11.8M
LPL Financial LLC 0.00% Add +0.1% 135,574 $11.7M
Assenagon Asset Management S.A. 0.02% Reduce -50.2% 132,670 $11.4M
BNP Paribas Financial Markets 0.01% Reduce -26.6% 130,418 $11.2M
California State Teachers Retirement System 0.01% Add +22.0% 130,260 $11.2M
GAMCO Investors 0.11% Reduce -0.1% 129,255 $11.1M
Algert Global LLC 0.16% Add +116.6% 126,920 $10.9M
Lazard Asset Management LLC 0.02% Add +4.9% 113,479 $9.8M
STRS Ohio 0.04% Add +29.7% 110,782 $9.5M
Stifel Financial Corp. 0.01% Add +44.1% 107,099 $9.2M
Covea Finance 0.32% Reduce -3.7% 106,100 $9.1M
New York State Teachers Retirement System 0.02% Add +6.8% 103,491 $8.9M
Van Eck Associates Corp. 0.01% Add +0.6% 101,396 $8.7M
Clark Capital Management Group, Inc. 0.05% New 100,687 $8.7M
Public Employees Retirement System of Ohio 0.03% Add +192.4% 100,563 $8.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 100,326 $8.6M
Jane Street Group, LLC 0.01% Reduce -1.2% 99,111 $8.5M
Pictet Asset Management Holding SA 0.01% Reduce -21.4% 92,540 $8.0M
FIL Ltd 0.01% No change 87,655 $7.6M
Capital Impact Advisors, LLC 2.91% New 83,678 $7.2M
Creative Planning 0.00% Add +39.7% 82,130 $7.1M
Natixis Advisors, LLC 0.01% Reduce -1.0% 81,387 $7.0M
Sequoia Financial Advisors, LLC 0.04% Reduce -1.0% 80,351 $6.9M
State Board of Administration of Florida Retirement System 0.01% No change 78,658 $6.8M
Homestead Advisers Corp 0.18% No change 76,325 $6.6M
Ieq Capital, LLC 0.03% Add +274.4% 76,295 $6.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +3.7% 75,691 $6.5M
DNB Asset Management AS 0.02% Reduce -53.8% 74,856 $6.4M
Amundi 0.00% Add +12.2% 74,520 $6.4M
KBC Group NV 0.02% Add +0.6% 73,824 $6.4M
Worldquant Millennium Advisors LLC 0.02% Add +84.6% 73,596 $6.3M
Old West Investment Management, LLC 0.68% Reduce -28.4% 72,672 $6.3M
Jones Financial Companies LLLP 0.00% Add +2292.7% 73,049 $6.1M
New York State Common Retirement Fund 0.01% Reduce -5.8% 69,784 $6.0M
Franklin Resources Inc. 0.00% Add +15.5% 68,659 $5.9M
Woodline Partners LP 0.02% New 68,408 $5.9M
Thrivent Financial for Lutherans 0.01% Add +2.4% 67,136 $5.8M
Fifth Third Bancorp 0.01% Add +5281.6% 66,732 $5.7M
Bridge City Capital, LLC 1.58% Reduce -21.2% 66,252 $5.7M
Rice Hall James & Associates, LLC 0.32% Reduce -1.1% 65,651 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.6% 64,014 $5.5M
Balyasny Asset Management L.P. 0.01% New 63,487 $5.5M
Deutsche Bank AG 0.00% Add +0.5% 63,089 $5.4M
Mariner, LLC 0.01% Add +787.7% 62,932 $5.4M
Horizon Investments, LLC 0.06% Reduce -5.0% 62,565 $5.4M
Cerity Partners LLC 0.01% Add +70.0% 60,570 $5.2M
Barclays PLC 0.00% Reduce -24.1% 60,386 $5.2M
Candriam S.C.A. 0.03% Reduce -46.8% 58,646 $5.1M
Cambiar Investors LLC 0.23% Reduce -28.7% 58,111 $5.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +46.8% 57,069 $4.9M
Campbell & CO Investment Adviser LLC 0.28% New 56,286 $4.8M
Pathstone Holdings, LLC 0.02% Add +3.5% 54,670 $4.7M
Illinois Municipal Retirement Fund 0.06% Reduce -2.7% 53,269 $4.6M
One Capital Management, LLC 0.12% Add +27.1% 52,200 $4.5M
Future Fund LLC 1.58% Add +27.2% 52,158 $4.5M
Amalgamated Bank 0.03% Add +1.1% 50,316 $4.3M
Essex Investment Management Co. LLC 0.68% Reduce -2.7% 50,004 $4.3M
Conscious Wealth Investments, LLC 2.36% Reduce -2.1% 44,807 $4.2M
Federation des caisses Desjardins du Quebec 0.02% Reduce -22.4% 48,924 $4.2M
Russell Investments Group, Ltd. 0.00% Add +96.8% 48,640 $4.2M
Police & Firemen's Retirement System of New Jersey 0.04% Add +2.6% 48,459 $4.2M
South Dakota Investment Council 0.08% No change 48,421 $4.2M
Treasurer of the State of North Carolina 0.01% Add +2.2% 48,004 $4.1M
Verition Fund Management LLC 0.04% Add +52.6% 45,777 $3.9M
Oak Thistle LLC 0.38% New 45,589 $3.9M
Vanguard Global Advisers, LLC 0.00% — 45,257 $3.9M
Hillsdale Investment Management Inc. 0.10% Add +4.8% 43,500 $3.7M
Mutual of America Capital Management LLC 0.04% Reduce -7.9% 42,694 $3.7M
Cetera Investment Advisers 0.00% Add +11.7% 42,497 $3.7M
Handelsbanken Fonder AB 0.01% Reduce -53.0% 41,697 $3.6M
Capital Fund Management S.A. 0.03% Reduce -60.4% 41,548 $3.6M
Man Group plc 0.01% Add +57.7% 41,468 $3.6M
State of Tennessee, Department of Treasury 0.01% No change 40,588 $3.5M
Godshalk Welsh Capital Management, Inc. 2.00% No change 40,000 $3.4M
State of New Jersey Common Pension Fund D 0.01% No change 39,035 $3.4M
Empowered Funds, LLC 0.02% New 37,973 $3.3M
Intech Investment Management LLC 0.03% Add +502.2% 37,897 $3.3M
Truist Financial Corp. 0.00% Reduce -29.2% 37,551 $3.2M
Ameritas Investment Partners, Inc. 0.10% Add +18.6% 37,344 $3.2M
Teachers Retirement System of the State of Kentucky 0.02% No change 36,715 $3.2M
Canada Pension Plan Investment Board 0.00% Reduce -19.0% 36,700 $3.2M
Andrew Hill Investment Advisors, Inc. 2.83% Reduce -11.3% 36,635 $3.2M
Pacer Advisors, Inc. 0.01% Add +3.6% 34,365 $3.0M
Radnor Capital Management, LLC 0.43% Reduce -0.1% 34,100 $2.9M
Yousif Capital Management, LLC 0.03% Reduce -4.8% 33,996 $2.9M
Louisiana State Employees Retirement System 0.05% Add +4.9% 32,300 $2.8M
Van Hulzen Asset Management, LLC 0.20% Add +0.3% 30,869 $2.7M
Arizona State Retirement System 0.02% Reduce -2.0% 30,825 $2.7M
B. Metzler seel. Sohn & Co. AG 0.02% New 30,655 $2.6M
Citigroup Inc. 0.00% Reduce -22.9% 30,573 $2.6M
NewEdge Advisors, LLC 0.01% Add +20.0% 30,540 $2.6M
Wellington Management Group LLP 0.00% Add +81.2% 30,215 $2.6M
Sivik Global Healthcare LLC 1.96% Reduce -25.0% 30,000 $2.6M
Primecap Management Co. 0.00% Reduce -0.7% 29,325 $2.5M
Captrust Financial Advisors 0.00% Add +13.3% 29,219 $2.5M
Horizon Investment Services, LLC 0.87% Add +65.5% 29,159 $2.5M
Oliver Luxxe Assets LLC 0.37% New 28,906 $2.5M
Intrepid Capital Management Inc. 1.16% No change 28,509 $2.5M
Vanguard Investments Australia, Ltd. 0.01% — 28,447 $2.5M
Compass Ion Advisors, LLC 0.23% Reduce -9.5% 28,436 $2.5M
D. E. Shaw & Co. 0.00% Reduce -67.8% 28,359 $2.4M
Voya Investment Management LLC 0.00% Add +8.8% 28,239 $2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 27,913 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.0% 28,637 $2.4M
Banque Pictet & Cie SA 0.03% Reduce -2.1% 27,527 $2.4M
Guggenheim Capital LLC 0.02% Add +110.1% 27,142 $2.3M
State of Michigan Retirement System 0.01% Add +1.5% 26,761 $2.3M
Janney Montgomery Scott LLC 0.01% Add +23.1% 26,736 $2.3M
VELA Investment Management, LLC 0.59% Add +1.6% 26,429 $2.3M
New Age Alpha Advisors, LLC 0.11% Reduce -1.9% 26,143 $2.3M
Focus Partners Wealth 0.00% Add +165.2% 25,611 $2.2M
Cwm, LLC 0.01% Add +763.6% 26,004 $2.2M
Inspire Investing, LLC 0.13% Add +314612.5% 25,177 $2.2M
Convergence Investment Partners, LLC 0.35% New 25,132 $2.2M
Schroder Investment Management Group 0.00% New 25,926 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 24,959 $2.2M
New Mexico Educational Retirement Board 0.07% No change 24,900 $2.1M
KLP Kapitalforvaltning As 0.01% Add +2.5% 24,675 $2.1M
Elo Mutual Pension Insurance Co 0.04% Add +62.9% 24,650 $2.1M
Mercer Global Advisors Inc. 0.00% Add +316.7% 23,817 $2.1M
Teacher Retirement System of Texas 0.01% Add +11.3% 23,707 $2.0M
HighTower Advisors, LLC 0.00% Reduce -42.1% 23,626 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +196.4% 34,749 $2.0M
Cibc World Market Inc. 0.00% Add +317.9% 23,054 $2.0M
Broadhurst Jeffrey B 2.04% Reduce -0.0% 23,053 $2.0M
Oregon Public Employees Retirement Fund 0.03% Add +2.7% 22,860 $2.0M
Y-Intercept (Hong Kong) Ltd 0.04% New 22,764 $2.0M
Jackson Creek Investment Advisors LLC 0.57% New 22,321 $1.9M
Edgestream Partners, L.P. 0.06% New 21,993 $1.9M
Landscape Capital Management, L.L.C. 0.12% Add +19.4% 21,979 $1.9M
Tealwood Asset Management Inc. 0.83% Reduce -0.5% 21,223 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -3.0% 21,103 $1.8M
Capital Investment Counsel, Inc 0.22% No change 20,890 $1.8M
Washington Trust Advisors, Inc. 0.14% Reduce -5.0% 20,756 $1.8M
Ionic Capital Management LLC 1.78% Reduce -34.8% 20,596 $1.8M
Oppenheimer Asset Management Inc. 0.02% Add +0.5% 20,414 $1.8M
Neo Ivy Capital Management 0.46% New 20,206 $1.7M
ADAR1 Capital Management, LLC 0.10% No change 20,100 $1.7M
Havemeyer Place LP 0.19% Add +28.8% 19,584 $1.7M
Magnetar Financial LLC 0.02% Add +579.8% 19,292 $1.7M
Strategic Global Advisors, LLC 0.26% Reduce -1.4% 19,184 $1.7M
Rockefeller Capital Management L.P. 0.00% Add +53.9% 18,065 $1.6M
Caprock Group, LLC 0.04% Add +7.5% 17,930 $1.5M
Vanguard Personalized Indexing Management, LLC 0.01% Add +5.5% 17,078 $1.5M
PFM Health Sciences, LP 0.16% New 16,923 $1.5M
F/m Investments LLC 0.09% Reduce -5.5% 16,587 $1.4M
Emerald Mutual Fund Advisers Trust 0.07% Reduce -4.1% 16,258 $1.4M
Pinnacle Financial Partners, Inc. 0.01% Reduce -14.4% 16,052 $1.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 0.71% Add +14.3% 16,000 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +93.9% 15,662 $1.3M
Maverick Capital 0.02% New 15,660 $1.3M
Allstate Corp. 0.01% New 15,278 $1.3M
Susquehanna International Group, LLP 0.00% Add +250.7% 15,203 $1.3M
Summit Trail Advisors, LLC 0.02% Add +94.3% 14,622 $1.3M
HSBC Holdings PLC 0.00% Reduce -43.0% 14,629 $1.3M
Jefferies Financial Group Inc. 0.02% New 14,369 $1.2M
IFP Advisors, Inc 0.03% Add +0.2% 14,291 $1.2M
Hunter Perkins Capital Management, LLC 0.29% Add +19.8% 14,244 $1.2M
Alps Advisors Inc. 0.01% Reduce -18.5% 14,167 $1.2M
Gradient Investments LLC 0.02% New 14,030 $1.2M
Advocacy Wealth Management, LLC 0.05% No change 13,805 $1.2M
Neuberger Berman Group LLC 0.00% Add +5.2% 13,775 $1.2M
Acorn Financial Advisory Services Inc. 0.16% Reduce -1.4% 13,619 $1.2M
Vestcor Inc 0.03% Add +1342.7% 13,576 $1.2M
Xponance LLC 0.01% Add +30.0% 13,527 $1.2M
Allworth Financial LP 0.00% Add +7.5% 13,483 $1.2M
Xcel Wealth Management, LLC 0.33% Reduce -0.2% 13,411 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +12.5% 13,134 $1.1M
US Bancorp \de 0.00% Add +1.3% 13,081 $1.1M
Graham Capital Management, L.P. 0.05% New 13,065 $1.1M
PEAK6 LLC 0.03% Reduce -51.5% 12,813 $1.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 12,510 $1.1M
Tidal Investments LLC 0.00% Add +39.8% 12,496 $1.1M
Burney Co./ 0.03% New 12,345 $1.1M
Bokf, NA 0.02% Reduce -4.2% 12,333 $1.1M
Nicolet Bankshares Inc. 0.04% New 12,148 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Add +14.5% 11,929 $1.0M
Commerce Bank 0.01% Add +15.1% 12,048 $1.0M
Trust Investment Advisors 0.60% New 11,928 $1.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.06% No change 11,906 $1.0M
Employees Retirement System of Texas 0.01% No change 11,856 $1.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +17.1% 11,664 $1.0M
LongView Wealth Management 0.25% No change 10,500 $997K
O'shaughnessy Asset Management, LLC 0.00% Add +10.7% 11,388 $981K
State of Alaska, Department of Revenue 0.01% No change 11,057 $952K
Mindset Wealth Management, LLC 0.24% Reduce -1.9% 10,515 $906K
Rothschild Investment LLC 0.05% Add +11.9% 10,499 $905K
Acadian Asset Management LLC 0.00% New 10,254 $878K
Swiss Life Asset Management Ltd 0.00% Add +23.6% 10,147 $874K
MML Investors Services, LLC 0.00% Add +103.1% 9,874 $851K
Okabena Investment Services Inc. 0.16% Add +4.1% 9,788 $843K
Azimuth Capital Investment Management LLC 0.03% Reduce -0.3% 9,628 $830K
Trexquant Investment LP 0.01% Reduce -85.7% 9,609 $828K
Juncture Wealth Strategies, LLC 0.27% Add +5.6% 9,526 $821K
Precision Wealth Strategies, LLC 0.27% Add +49.9% 9,393 $809K
Independent Financial Group, LLC 0.02% Add +8.7% 9,360 $806K
Sciencast Management LP 0.10% New 9,198 $793K
Aquatic Capital Management LLC 0.02% Reduce -76.9% 9,141 $788K
Diversified Trust Co. 0.01% Reduce -40.7% 9,140 $788K
Chicago Partners Investment Group LLC 0.02% Add +84.7% 8,063 $766K
Federated Hermes, Inc. 0.00% Reduce -1.1% 8,856 $763K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.6% 8,725 $752K
Kestra Advisory Services, LLC 0.00% Add +0.8% 8,644 $745K
Washington Capital Management, Inc. 0.63% Reduce -14.0% 8,600 $741K
Intact Investment Management Inc. 0.02% Reduce -31.8% 8,600 $741K
Vise Technologies, Inc. 0.01% No change 8,469 $739K
EP Wealth Advisors, LLC 0.00% Add +20.8% 8,393 $723K
Summitry LLC 0.03% Add +2.6% 8,205 $707K
Securian Asset Management, Inc. 0.03% No change 8,119 $700K
Atria Investments, Inc 0.01% Reduce -6.4% 7,910 $681K
Greenwood Capital Associates LLC 0.08% Reduce -4.6% 7,909 $681K
Conservest Capital Advisors, Inc. 0.06% Reduce -1.2% 7,742 $667K
Choreo, LLC 0.01% Add +4.8% 7,681 $660K
Fiduciary Trust Co 0.01% Add +0.2% 7,606 $655K
AlphaCentric Advisors LLC 0.65% Reduce -13.9% 7,500 $646K
Inspire Advisors, LLC 0.05% Add +18.2% 7,410 $638K
Syon Capital LLC 0.03% Add +48.9% 7,408 $638K
Engineers Gate Manager LP 0.01% Reduce -13.7% 7,406 $638K
HB Wealth Management, LLC 0.00% Add +84.1% 7,293 $628K
Daiwa Securities Group Inc. 0.00% Add +8.7% 7,172 $618K
M&T Bank Corp 0.00% Reduce -5.3% 7,055 $608K
Legato Capital Management LLC 0.06% Reduce -69.8% 7,009 $604K
Evergreen Capital Management LLC 0.01% Add +41.8% 6,956 $599K
Blair William & Co. 0.00% Add +1.3% 6,948 $599K
Sanctuary Advisors, LLC 0.00% Add +2.3% 6,611 $570K
Davis Investment Partners, LLC 0.20% Reduce -31.7% 6,567 $566K
Yorktown Management & Research Co Inc 0.46% No change 6,400 $551K
Boothbay Fund Management, LLC 0.01% New 6,359 $548K
HUB Investment Partners, LLC 0.01% Add +25.3% 6,320 $545K
Ensign Peak Advisors, Inc 0.00% No change 6,308 $543K
Globeflex Capital L P 0.08% Add +212.2% 6,198 $534K
Park Avenue Securities LLC 0.00% Add +2.2% 6,188 $533K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -11.4% 6,181 $533K
Hilltop Holdings Inc. 0.05% Reduce -0.5% 6,089 $525K
Ruane, Cunniff & Goldfarb L.P. 0.01% New 6,008 $518K
Utah Retirement Systems 0.01% No change 6,000 $517K
Coldstream Capital Management Inc. 0.01% Add +31.1% 5,870 $506K
Numerai GP LLC 0.05% Reduce -9.7% 5,851 $504K
Angeles Wealth Management, LLC 0.03% Add +9.7% 5,614 $484K
Hanover Advisors Inc. 0.20% No change 5,580 $481K
Tower Research Capital LLC (TRC) 0.01% Reduce -54.4% 5,556 $479K
Integrated Wealth Concepts LLC 0.00% Add +116.4% 5,371 $463K
Red Lighthouse Investment Management, LLC 0.15% New 5,323 $459K
Mirabella Financial Services LLP 0.05% New 5,312 $458K
Maryland State Retirement & Pension System 0.01% No change 5,232 $451K
Gateway Investment Advisers LLC 0.01% New 5,211 $449K
Merit Financial Group, LLC 0.00% New 5,182 $446K
Regions Financial Corp. 0.00% Reduce -4.8% 5,151 $444K
Integrated Quantitative Investments LLC 0.08% New 5,116 $441K
Optimize Financial Inc. 0.22% Reduce -28.5% 5,085 $438K
State of Wyoming 0.05% Reduce -62.1% 5,015 $432K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.1% 4,942 $426K
Brighton Jones LLC 0.01% New 4,908 $423K
Eurizon Capital SGR S.p.A. 0.00% Add +11.7% 4,958 $422K
Weatherly Asset Management L. P. 0.03% Reduce -0.8% 4,830 $416K
ProShare Advisors LLC 0.00% Add +0.0% 4,712 $406K
Aaron Wealth Advisors LLC 0.02% New 4,705 $405K
Capstone Investment Advisors, LLC 0.00% New 4,612 $397K
one8zero8, LLC 0.09% No change 4,544 $392K
Osaic Holdings, Inc. 0.00% Add +58.0% 4,474 $385K
bLong Financial, LLC 0.29% No change 4,425 $381K
Massar Capital Management, LP 0.08% New 4,411 $380K
Cresset Asset Management, LLC 0.00% Add +21.9% 4,362 $376K
Phoenix Financial Ltd. 0.00% No change 4,300 $370K
Brooklyn Investment Group 0.01% Add +22.4% 4,285 $369K
Miller Global Investments, LLC 0.34% Reduce -1.5% 4,241 $365K
Brevan Howard Capital Management LP 0.00% Reduce -84.3% 4,170 $359K
Hickory Point Bank & Trust 0.24% Add +10.7% 4,150 $358K
CIBC Asset Management Inc 0.00% No change 4,148 $357K
&partners 0.00% Reduce -22.8% 4,116 $355K
Quantbot Technologies LP 0.01% Reduce -92.8% 4,051 $349K
Farallon Capital Management, L.L.C. 0.00% No change 4,000 $345K
Claret Asset Management Corp 0.04% Add +0.0% 3,907 $337K
Focus Partners Advisor Solutions, LLC 0.00% New 3,894 $335K
Concurrent Investment Advisors, LLC 0.00% Add +41.5% 3,860 $333K
Greenleaf Trust 0.00% Add +0.7% 3,857 $332K
Quadrant Capital Group LLC 0.01% Reduce -50.9% 3,838 $331K
IMC-Chicago, LLC 0.01% Reduce -86.8% 3,820 $329K
Brucke Financial, Inc. 0.17% New 3,817 $329K
Arax Advisory Partners 0.01% Add +30.5% 3,793 $327K
Fifth Third Wealth Advisors LLC 0.01% Reduce -3.0% 3,779 $326K
Argos Wealth Advisors, LLC 0.09% Reduce -25.5% 3,766 $324K
Sterling Capital Management LLC 0.01% Reduce -43.4% 3,762 $324K
Riggs Asset Managment Co. Inc. 0.07% No change 3,688 $318K
Shelton Capital Management 0.01% No change 3,677 $317K
Praxis Investment Management Inc. 0.02% Add +47.5% 3,644 $314K
Certuity, LLC 0.02% New 3,642 $314K
United Capital Financial Advisors, LLC 0.00% New 3,617 $312K
Probity Advisors, Inc. 0.05% Reduce -0.4% 3,513 $303K
Inscription Capital, LLC 0.03% Add +13.7% 3,464 $298K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -18.8% 3,397 $293K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 3,373 $291K
Fielder Capital Group LLC 0.06% Add +2.1% 3,350 $289K
OneDigital Investment Advisors LLC 0.00% Reduce -14.6% 3,341 $288K
Verdence Capital Advisors LLC 0.02% Reduce -71.3% 3,292 $284K
North Dakota State Investment Board 0.01% Reduce -16.5% 3,278 $282K
Arkadios Wealth Advisors 0.00% Add +10.6% 3,255 $280K
Panagora Asset Management Inc. 0.00% Add +0.5% 3,180 $274K
SMART Wealth LLC 0.08% New 3,172 $273K
Optas, LLC 0.04% New 3,154 $272K
Independent Advisor Alliance 0.00% Reduce -0.1% 2,987 $257K
Kera Capital Partners, Inc. 0.03% Add +33.8% 2,985 $257K
Flputnam Investment Management Co. 0.00% No change 2,982 $257K
Banco Santander, S.A. 0.00% New 2,946 $254K
GAMMA Investing LLC 0.01% Add +24.3% 2,933 $253K
Brand Asset Management Group, Inc. 0.06% New 2,875 $248K
Profund Advisors LLC 0.01% Add +12.0% 2,786 $240K
Inceptionr LLC 0.06% Reduce -70.0% 2,761 $238K
Legacy Capital Group California, Inc. 0.09% Reduce -32.7% 2,754 $237K
Baker Avenue Asset Management, LP 0.01% New 2,747 $237K
Cambria Investment Management, L.P. 0.01% Reduce -18.3% 2,682 $231K
BIP Wealth, LLC 0.01% Add +2.9% 2,660 $229K
Diversify Wealth Management, LLC 0.00% New 2,610 $229K
Motley Fool Asset Management LLC 0.01% Add +14.6% 2,637 $227K
Compound Planning, Inc. 0.01% New 2,620 $226K
Callan Family Office, LLC 0.01% Add +4.4% 2,614 $225K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.0% 2,589 $223K
iSAM Funds (UK) Ltd 0.11% New 2,587 $223K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +0.5% 2,570 $221K
Jump Financial, LLC 0.00% New 2,565 $221K
Lido Advisors, LLC 0.00% New 2,561 $221K
Savant Capital, LLC 0.00% New 2,545 $219K
Gsa Capital Partners LLP 0.01% Reduce -42.4% 2,546 $219K
Martingale Asset Management L P 0.01% New 2,512 $216K
Blue Trust, Inc. 0.00% New 2,485 $214K
Fox Run Management, L.L.C. 0.04% New 2,548 $213K
MAI Capital Management 0.00% Add +166.6% 2,421 $209K
Prudential PLC 0.00% Reduce -88.5% 2,420 $209K
Riverwater Partners LLC 0.07% Add +0.4% 2,408 $207K
Summit Creek Advisors LLC 0.04% New 2,401 $207K
AJ Advisors, LLC 0.08% No change 2,399 $207K
Hantz Financial Services, Inc. 0.00% Reduce -13.8% 2,392 $206K
Central Pacific Bank - Trust Division 0.03% Add +5.4% 2,347 $202K
Versant Capital Management, Inc 0.02% Add +610.5% 2,295 $198K
Pension & Wealth Management Advisors, Inc. 0.06% Reduce -36.2% 2,199 $189K
Wilmington Savings Fund Society, FSB 0.00% Reduce -22.1% 2,120 $183K
Smartleaf Asset Management LLC 0.01% Reduce -2.5% 2,100 $175K
Parallel Advisors, LLC 0.00% Add +63.3% 1,778 $153K
Mark Sheptoff Financial Planning, LLC 0.08% Add +86.1% 1,675 $151K
Advisors Asset Management, Inc. 0.00% Reduce -0.1% 1,724 $149K
Walleye Trading LLC 0.00% Reduce -93.6% 1,669 $144K
Quarry LP 0.03% Add +3713.9% 1,640 $141K
UMB Bank, n.a. 0.00% Add +6.3% 1,607 $138K
China Universal Asset Management Co., Ltd. 0.01% Reduce -20.0% 1,600 $138K
Nisa Investment Advisors, LLC 0.00% Add +56.4% 1,544 $133K
OP Asset Management Ltd 0.00% New 1,489 $128K
Atlantic Union Bankshares Corp 0.00% Reduce -4.1% 1,462 $126K
Farther Finance Advisors, LLC 0.00% Add +11.9% 1,368 $120K
Palouse Capital Management, Inc. 0.08% Reduce -35.1% 1,383 $119K
Assetmark, Inc. 0.00% Add +2.1% 1,336 $115K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 1,288 $111K
Covestor Ltd 0.07% Reduce -73.9% 1,238 $107K
EverSource Wealth Advisors, LLC 0.00% Add +111.5% 1,199 $103K
Signaturefd, LLC 0.00% Add +29.6% 1,108 $95K
Investment Counsel Co. of Nevada 0.19% No change 1,000 $86K
Syntax Research, Inc. 0.05% No change 1,000 $86K
LRI Investments, LLC 0.01% No change 1,000 $86K
Steward Partners Investment Advisory, LLC 0.00% Add +80.2% 982 $85K
Advisory Services Network, LLC 0.00% New 950 $82K
Root Financial Partners, LLC 0.00% Add +291.5% 779 $67K
Measured Wealth Private Client Group, LLC 0.02% Reduce -15.2% 749 $65K
Huntington National Bank 0.00% Add +23.5% 673 $58K
Larson Financial Group LLC 0.00% Add +25.6% 668 $58K
Whittier Trust Co. 0.00% No change 562 $50K
Innovative Asset Advisors Group, LLC 0.03% — 575 $50K
Parkside Financial Bank & Trust 0.00% Add +33.7% 567 $49K
Summit Securities Group LLC 0.02% New 555 $48K
Aster Capital Management (DIFC) Ltd 0.01% New 615 $45K
Elequin Capital, LP 0.01% New 493 $42K
SJS Investment Consulting Inc. 0.00% Add +16.2% 458 $39K
Wellington-Altus USA Inc. 0.02% Reduce -19.5% 484 $38K
First Horizon Corp. 0.00% Reduce -19.6% 415 $36K
Nomura Asset Management Co. Ltd. 0.00% No change 410 $35K
Lanark Financial, Inc. 0.00% Reduce -16.9% 397 $34K
Basecamp Wealth Advisors LLC 0.01% Add +18.9% 377 $32K
Bank of New Hampshire 0.01% New 337 $29K
Toth Financial Advisory Corp. 0.00% No change 330 $28K
Mather Group, Llc. 0.00% New 305 $26K
Danske Bank A/S 0.00% Reduce -78.6% 300 $26K
Hollencrest Capital Management 0.00% Reduce -50.0% 294 $25K
Ancora Advisors LLC 0.00% Add +55.3% 281 $24K
Whittier Trust Co. of Nevada Inc. 0.00% No change 265 $23K
Richardson Financial Services Inc. 0.01% New 263 $23K
True Wealth Design, LLC 0.01% Add +164.3% 259 $22K
MTM Investment Management, LLC 0.01% No change 250 $22K
Cornerstone Planning Group LLC 0.00% Add +7833.3% 238 $21K
Bayforest Capital Ltd 0.02% Reduce -88.1% 247 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 225 $19K
NFJ Investment Group, LLC 0.00% No change 225 $19K
Financial Perspectives, Inc 0.01% No change 223 $19K
SBI Securities Co., Ltd. 0.00% Reduce -35.0% 219 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Add +38.4% 191 $16K
Salomon & Ludwin, LLC 0.00% No change 176 $15K
Leonteq Securities AG 0.00% No change 171 $15K
CX Institutional 0.00% New 159 $14K
CENTRAL TRUST Co 0.00% Add +2.6% 159 $14K
Wealth Preservation Advisors, LLC 0.01% New 150 $13K
International Assets Investment Management, LLC 0.00% No change 141 $12K
Arlington Trust Co LLC 0.00% New 140 $12K
Harbour Investments, Inc. 0.00% Add +4333.3% 133 $11K
Wolff Wiese Magana LLC 0.01% No change 130 $11K
Spire Wealth Management 0.00% Reduce -76.9% 129 $11K
Private Wealth Management Group, LLC 0.00% No change 128 $11K
Smithfield Trust Co 0.00% No change 130 $11K
WealthCollab, LLC 0.00% No change 127 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 127 $11K
TD Waterhouse Canada Inc. 0.00% New 124 $11K
Wiser Advisor Group LLC 0.01% No change 122 $11K
Kilter Group LLC 0.00% Add +19.2% 118 $10K
Park Place Capital Corp 0.00% No change 105 $9K
Quent Capital, LLC 0.00% Reduce -17.6% 103 $9K
Rossby Financial, LCC 0.00% New 101 $9K
Clearstead Advisors, LLC 0.00% Reduce -86.3% 101 $9K
Highline Wealth Partners LLC 0.00% New 100 $9K
Farmers & Merchants Investments Inc. 0.00% No change 95 $8K
Geneos Wealth Management Inc. 0.00% No change 90 $8K
Zions Bancorporation, National Association 0.00% Add +423.5% 89 $8K
Bullock Wealth Management Group 0.00% No change 86 $8K
Activest Wealth Management 0.00% New 86 $7K
Owl Creek Wealth Partners LLC 0.00% — 85 $7K
LGT Financial Advisors LLC 0.04% Reduce -27.6% 84 $7K
Fortitude Family Office, LLC 0.00% Add +66.7% 80 $7K
JFS Wealth Advisors, LLC 0.00% Add +9.6% 80 $7K
Greykasell Wealth Strategies, Inc. 0.00% No change 79 $7K
Cedar Mountain Advisors, LLC 0.00% New 74 $6K
Marquette Asset Management, LLC 0.00% Add +176.9% 72 $6K
Daytona Street Capital LLC 0.00% New 70 $6K
Cetera Trust Company, N.A 0.00% No change 70 $6K
CVA Family Office, LLC 0.00% Add +775.0% 70 $6K
Colonial Trust Co / SC 0.00% No change 70 $6K
Essential Partners LLC 0.00% Add +737.5% 67 $6K
MidFirst Bank 0.00% Reduce -98.4% 64 $6K
Ascentis Independent Advisors 0.00% New 58 $5K
Tidemark, LLC 0.00% No change 56 $5K
Harbor Investment Advisory, LLC 0.00% No change 54 $5K
Blue Bell Private Wealth Management, LLC 0.00% New 52 $4K
Delta Asset Management LLC 0.00% No change 45 $4K
Sunbelt Securities, Inc. 0.00% Add +13.5% 42 $4K
Bare Financial Services, Inc 0.00% Add +127.8% 41 $4K
Nemes Rush Group LLC 0.00% Add +66.7% 40 $3K
Sound Income Strategies, LLC 0.00% No change 39 $3K
JPL Wealth Management, LLC 0.00% New 39 $3K
Keating Financial Advisory Services, Inc. 0.00% Add +25.8% 39 $3K
Transamerica Financial Advisors, LLC 0.00% Add +100.0% 38 $3K
Beacon Investment Advisory Services, Inc. 0.00% New 34 $3K
WPG Advisers, LLC 0.00% Reduce -24.4% 34 $3K
Johnson Financial Group, Inc. 0.00% No change 33 $3K
Brown, Lisle/Cummings, Inc. 0.00% New 31 $3K
Bfsg, LLC 0.00% No change 30 $3K
GHP Investment Advisors, Inc. 0.00% Add +20.0% 30 $3K
IFM Investors Pty Ltd 0.00% New 27 $2K
Walleye Capital LLC 0.00% Reduce -100.0% 27 $2K
Signature Resources Capital Management, LLC 0.00% No change 25 $2K
Asset Dedication, LLC 0.00% No change 25 $2K
CoreCap Advisors, LLC 0.00% No change 25 $2K
Sunrise Financial Services, LLC 0.00% No change 24 $2K
Torren Management, LLC 0.00% Reduce -96.5% 24 $2K
AdvisorNet Financial, Inc 0.00% Reduce -46.7% 24 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 22 $2K
Physician Wealth Advisors, Inc. 0.00% Add +83.3% 22 $2K
Montag A & Associates Inc. 0.00% Reduce -13.0% 20 $2K
Cromwell Holdings LLC 0.00% No change 20 $2K
GoalVest Advisory LLC 0.00% No change 20 $2K
Curio Wealth, LLC 0.00% Add +11.8% 19 $2K
Bell Investment Advisors, Inc 0.00% Reduce -77.6% 17 $1K
Creative Financial Designs Inc. 0.00% New 15 $1K
Elevation Wealth Partners, LLC 0.00% Add +250.0% 14 $1K
Sachetta, LLC 0.00% No change 13 $1K
SHP Wealth Management 0.00% Add +550.0% 13 $1K
Private Trust Co. NA 0.00% No change 12 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +200.0% 12 $1K
Strive Financial Group ,LLC 0.00% No change 6 $1K
Cornerstone Financial Management LLC 0.00% No change 11 $948
Bullseye Investment Management, LLC 0.00% No change 11 $948
North Star Investment Management Corp. 0.00% New 10 $862
DiNuzzo Private Wealth, Inc. 0.00% Add +66.7% 10 $862
Glen Eagle Advisors, LLC 0.00% No change 10 $862
Financial Consulate, Inc. 0.00% No change 9 $776
Clearstead Trust, LLC 0.00% Reduce -69.0% 9 $776
TopTier Wealth Management, LLC 0.00% New 9 $775
Rakuten Securities, Inc. 0.00% Reduce -94.2% 8 $689
Investors Portfolio Services LLC 0.00% New 9 $686
Vermillion Wealth Management, Inc. 0.00% New 7 $603
Key Financial Inc 0.00% No change 7 $603
Rialto Wealth Management, LLC 0.00% Reduce -14.3% 6 $517
SouthState Bank Corp 0.00% New 6 $517
Bay Harbor Wealth Management, LLC 0.00% Add +200.0% 6 $516
Principia Wealth Advisory, LLC 0.00% New 5 $431
USA Financial Formulas 0.00% New 5 $431
Vision Retirement, LLC 0.00% No change 5 $431
HFM Investment Advisors, LLC 0.00% Add +33.3% 4 $345
TD Private Client Wealth LLC 0.00% Add +100.0% 4 $345
American Capital Advisory, LLC 0.00% New 3 $259
Godfrey Financial Associates, Inc. 0.00% New 3 $258
Intentional Wealth Strategies, LLC 0.00% — 3 $258
Signature Equity Partners, LLC 0.00% Reduce -50.0% 2 $172
Dunhill Financial, LLC 0.00% Reduce -50.0% 1 $135
TFC Financial Management, Inc. 0.00% No change 1 $87
Raffa Wealth Management, LLC 0.00% New 1 $86
Hughes Financial Services, LLC 0.00% New 1 $86

"% of holder's portfolio" is GMED's weight in each manager's 13F, not the share of Globus Medical Inc. Class A the manager owns.