GarminGRMN

13F holders, Q3 2025 (September 30)
961holders +23
104new positions
76sold out
9famous investors
$246.23avg. 13F price*

At the end of Q3 2025, 961 institutions reported holding Garmin Ltd. (GRMN) in their 13F filings, up 23 from Q2 2025. 104 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($5.0B), BlackRock, Inc. ($4.0B) and State Street Corp. ($1.8B). 9 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cathie Wood (0.0% of ARK Investment Management's portfolio).

Company
Garmin Ltd.
Sector
Industrials
CUSIP
H2906T109
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 753Q1 2024Q2 2024: 814Q2 2024Q3 2024: 812Q3 2024Q4 2024: 907Q4 2024Q1 2025: 956Q1 2025Q2 2025: 938Q2 2025Q3 2025: 961Q3 2025Q4 2025: 976Q4 2025Q1 2026: 1,017Q1 2026Q2 2026: 1,009Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions104$131.4M
Exits76$453.6M

All 13F filers, Q2 2025 → Q3 2025: 6,442,254 shares bought and 6,786,185 shares sold, net −343,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 961 holders

Vanguard Group Inc. 0.07% Add +2.5% 20,197,564 $5.0B
BlackRock, Inc. 0.07% Add +1.6% 16,357,314 $4.0B
State Street Corp. 0.06% Add +1.8% 7,250,844 $1.8B
Artisan Partners Limited Partnership 2.06% Reduce -1.1% 5,829,901 $1.4B
Geode Capital Management, LLC 0.08% Add +5.3% 4,848,416 $1.2B
FMR LLC 0.04% Reduce -14.5% 2,828,026 $696.3M
JPMorgan Chase & Co. 0.03% Reduce -3.0% 1,875,032 $461.7M
Morgan Stanley 0.03% Reduce -14.6% 1,745,474 $429.8M
Northern Trust Corp. 0.05% Reduce -4.2% 1,656,394 $407.8M
Dimensional Fund Advisors LP 0.08% Add +1.1% 1,494,519 $368.0M
Disciplined Growth Investors Inc. 6.14% Reduce -3.0% 1,376,836 $339.0M
AQR Capital Management 0.21% Add +15.7% 1,348,955 $330.4M
Alliancebernstein L.P. 0.10% Add +649.2% 1,256,668 $309.4M
Legal & General Group Plc 0.07% Add +4.8% 1,180,254 $290.6M
Invesco Ltd. 0.04% Reduce -14.4% 1,136,268 $279.8M
Goldman Sachs Group Inc. 0.03% Reduce -8.6% 973,993 $239.8M
Charles Schwab Investment Management Inc. 0.04% Add +5.7% 964,752 $237.5M
Wells Fargo & Company 0.05% Reduce -6.6% 901,955 $222.1M
Pictet Asset Management Holding SA 0.21% Add +35.5% 892,138 $219.7M
Bank of New York Mellon Corp 0.04% Reduce -0.7% 872,860 $214.9M
Captrust Financial Advisors 0.42% Add +1.5% 841,287 $207.1M
Amundi 0.06% Reduce -37.5% 723,930 $186.5M
Thrivent Financial for Lutherans 0.32% Reduce -3.9% 642,603 $158.2M
UBS Group AG 0.03% Add +17.6% 595,640 $146.7M
Deutsche Bank AG 0.04% Add +6.9% 505,305 $124.4M
Squarepoint Ops LLC 0.26% Reduce -11.2% 488,248 $120.2M
Swiss National Bank 0.07% Add +1.3% 471,800 $116.2M
Select Equity Group, L.P. 0.49% Add +7.8% 468,244 $115.3M
Royal Bank of Canada 0.02% Add +22.8% 440,564 $108.5M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +4.7% 429,030 $105.6M
Barclays PLC 0.04% Add +5.0% 385,885 $95.0M
Congress Asset Management Co. 0.62% Reduce -10.7% 377,431 $92.9M
Robeco Institutional Asset Management B.V. 0.13% Reduce -4.1% 376,380 $92.7M
Bank of America Corp. 0.01% Reduce -14.2% 372,695 $91.8M
Nuveen, LLC 0.02% Reduce -1.1% 371,842 $91.6M
Lazard Asset Management LLC 0.12% Add +530.5% 351,690 $86.6M
First Trust Advisors LP 0.06% Reduce -16.9% 333,108 $82.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +11.0% 330,163 $81.3M
Jacobs Levy Equity Management, Inc. 0.31% Reduce -31.8% 321,428 $79.1M
Rhumbline Advisers 0.06% Reduce -6.3% 318,943 $78.5M
Tidal Investments LLC 0.33% Add +73.1% 318,583 $78.4M
Sei Investments Co. 0.08% Add +4.2% 316,647 $78.0M
DekaBank Deutsche Girozentrale 0.13% No change 308,787 $75.5M
Russell Investments Group, Ltd. 0.09% Add +19.5% 305,655 $75.2M
Allianz Asset Management GmbH 0.09% Reduce -36.9% 298,366 $73.5M
Stony Point Capital LLC 5.07% Add +5.0% 293,809 $72.3M
National Pension Service 0.06% Add +6.6% 291,878 $71.9M
California Public Employees Retirement System 0.04% Add +7.3% 291,462 $71.8M
Ameriprise Financial Inc. 0.02% Add +22.2% 278,562 $68.6M
California State Teachers Retirement System 0.07% Add +6.7% 269,997 $66.5M
KBC Group NV 0.16% Add +29.6% 262,829 $64.7M
Caisse de depot et placement du Quebec 0.12% Reduce -43.5% 262,773 $64.7M
Citigroup Inc. 0.04% Add +26.5% 256,112 $63.1M
Canada Pension Plan Investment Board 0.04% Add +27.4% 256,111 $63.1M
Janus Henderson Group PLC 0.03% Add +1156.6% 250,441 $61.7M
Voya Investment Management LLC 0.07% Reduce -2.5% 246,988 $60.8M
CANADA LIFE ASSURANCE Co 0.09% Add +4.6% 247,344 $60.7M
Man Group plc 0.12% Add +302.5% 244,679 $60.2M
T. Rowe Price Associates Inc. 0.01% Add +7.5% 238,589 $58.7M
M&G PLC 0.32% Reduce -12.5% 231,472 $56.9M
Marshall Wace, LLP 0.06% Add +60.5% 217,642 $53.6M
Bowen Hanes & Co. Inc. 1.32% Reduce -5.4% 213,435 $52.6M
BNP Paribas Financial Markets 0.04% Reduce -20.1% 212,927 $52.4M
Handelsbanken Fonder AB 0.16% Add +12.9% 208,469 $51.3M
Acadian Asset Management LLC 0.09% Add +80.1% 206,349 $50.8M
LPL Financial LLC 0.01% Add +108.1% 204,705 $50.4M
Envestnet Asset Management Inc. 0.01% Reduce -29.9% 197,968 $48.7M
Principal Financial Group Inc. 0.02% Add +4.0% 193,957 $47.8M
Moran Wealth Management, LLC 1.43% Add +7.8% 192,113 $47.3M
Bank of Montreal 0.02% Add +47.1% 177,699 $43.8M
Citadel Advisors 0.04% Add +56.9% 175,186 $43.1M
Millennium Management 0.04% Add +0.3% 174,149 $42.9M
Quantinno Capital Management LP 0.12% Add +99.9% 173,519 $42.7M
Los Angeles Capital Management LLC 0.14% Reduce -18.9% 168,947 $41.6M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +2528.2% 161,477 $39.8M
Teacher Retirement System of Texas 0.16% Add +11.9% 158,189 $38.9M
Baskin Financial Services Inc. 2.79% Add +2.0% 154,243 $38.0M
Clark Capital Management Group, Inc. 0.24% Add +1.5% 154,034 $37.9M
Adage Capital Partners Gp, L.L.C. 0.06% Add +5.6% 148,970 $36.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +19.5% 149,247 $36.6M
Franklin Resources Inc. 0.01% Reduce -0.2% 148,094 $36.5M
Qube Research & Technologies Ltd 0.05% Reduce -55.3% 147,362 $36.3M
Voloridge Investment Management, LLC 0.12% New 146,187 $36.0M
State Board of Administration of Florida Retirement System 0.06% Reduce -1.7% 145,019 $35.7M
Yarbrough Capital, LLC 1.10% No change 143,870 $35.4M
APG Asset Management N.V. 0.10% No change 166,100 $34.8M
Raymond James Financial Inc. 0.01% Add +12.9% 140,960 $34.7M
&partners 0.22% Add +14.8% 137,966 $34.0M
Wedge Capital Management L L P 0.56% Reduce -24.3% 135,045 $33.3M
Macquarie Group Ltd. 0.04% Reduce -13.5% 134,028 $33.0M
Schroder Investment Management Group 0.02% Reduce -3.7% 129,168 $31.8M
Freestone Grove Partners LP 0.23% New 127,108 $31.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -5.1% 125,350 $30.9M
Commerce Bank 0.17% Reduce -11.6% 124,742 $30.7M
Aviva PLC 0.06% Add +6.0% 124,672 $30.7M
Swedbank AB 0.03% Add +34.9% 123,852 $30.5M
Manufacturers Life Insurance Company, The 0.02% Add +9.3% 120,834 $29.8M
New York State Teachers Retirement System 0.06% Add +0.3% 120,012 $29.5M
Susquehanna Portfolio Strategies, LLC 0.45% Add +49.1% 115,987 $28.6M
Victory Capital Management Inc. 0.02% Reduce -1.3% 109,371 $26.9M
National Bank of Canada 0.03% Reduce -5.5% 106,529 $26.2M
Aberdeen Group plc 0.04% Reduce -2.4% 105,446 $25.9M
Segment Wealth Management, LLC 1.53% Reduce -0.5% 103,383 $25.5M
SW Investment Management LLC 5.27% Reduce -51.2% 100,000 $24.6M
Woodson Capital Management, LP 4.74% Add +75.4% 100,000 $24.6M
Telemark Asset Management, LLC 2.34% No change 100,000 $24.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +6.0% 97,005 $23.9M
Osaic Holdings, Inc. 0.03% Add +102.1% 97,140 $23.8M
HSBC Holdings PLC 0.01% Add +26.6% 95,392 $23.3M
Atwood & Palmer Inc. 1.35% Reduce -0.2% 93,102 $22.9M
Argent Capital Management LLC 0.63% Reduce -0.5% 93,096 $22.9M
Ieq Capital, LLC 0.07% Add +76.4% 92,571 $22.8M
Korea Investment CORP 0.05% Add +0.6% 90,432 $22.3M
D. E. Shaw & Co. 0.02% Add +46.1% 90,022 $22.2M
State of Wisconsin Investment Board 0.05% Add +4.6% 85,725 $21.1M
Trajan Wealth LLC 0.91% Reduce -5.7% 85,438 $21.0M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +1.4% 84,505 $20.8M
Allspring Global Investments Holdings, LLC 0.03% Add +34.4% 81,126 $20.7M
New York State Common Retirement Fund 0.03% Add +0.2% 83,620 $20.6M
Chevy Chase Trust Holdings, LLC 0.06% Add +2.6% 83,503 $20.6M
Janney Montgomery Scott LLC 0.05% Reduce -1.8% 83,177 $20.5M
Nordea Investment Management AB 0.02% Add +6.3% 83,473 $20.4M
Foster Victor Wealth Advisors, LLC 1.26% Add +2.1% 78,599 $20.2M
Baldwin Wealth Partners LLC 1.29% Reduce -3.8% 80,634 $19.9M
Royal London Asset Management Ltd. 0.04% Add +1.2% 77,978 $19.2M
Cerity Partners LLC 0.03% Add +31.0% 75,101 $18.5M
Barlow Wealth Partners, LLC 2.05% Add +1.6% 74,570 $18.5M
Illinois Municipal Retirement Fund 0.23% Reduce -4.8% 73,980 $18.2M
Asset Management One Co., Ltd. 0.05% Add +6.9% 73,914 $18.2M
TD Asset Management Inc 0.01% Reduce -35.9% 73,309 $18.1M
Treasurer of the State of North Carolina 0.06% Reduce -3.8% 73,276 $18.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -6.6% 71,208 $17.5M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -13.3% 68,369 $17.5M
Ensign Peak Advisors, Inc 0.03% Reduce -15.7% 71,146 $17.5M
Mercer Global Advisors Inc. 0.03% Add +5.7% 69,185 $17.0M
Panagora Asset Management Inc. 0.07% Reduce -4.8% 68,796 $16.9M
Tudor Investment Corporation 0.11% Reduce -57.1% 68,494 $16.9M
Mariner, LLC 0.02% Add +15.6% 67,286 $16.6M
Public Employees Retirement System of Ohio 0.05% Add +1.4% 63,470 $15.6M
Danske Bank A/S 0.04% Reduce -13.1% 62,571 $15.4M
GHP Investment Advisors, Inc. 0.63% Reduce -1.5% 61,252 $15.1M
Prudential PLC 0.11% Add +6.2% 60,980 $15.0M
Jump Financial, LLC 0.20% Reduce -45.6% 59,987 $14.8M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Add +7.7% 59,562 $14.7M
American Century Companies Inc. 0.01% Add +11.3% 58,924 $14.5M
KLP Kapitalforvaltning As 0.06% Add +6.3% 58,874 $14.5M
Mn Services Vermogensbeheer B.V. 0.09% Add +0.7% 57,900 $14.3M
HighTower Advisors, LLC 0.02% Add +7.1% 57,821 $14.2M
Mackenzie Financial Corp. 0.02% Reduce -9.2% 57,602 $14.2M
Credit Agricole S A 0.05% — 57,388 $14.1M
Teamwork Financial Advisors, LLC 1.54% Add +395.6% 57,320 $14.1M
State of New Jersey Common Pension Fund D 0.05% Add +8.5% 57,251 $14.1M
Natixis Advisors, LLC 0.02% Reduce -1.1% 56,655 $13.9M
Storebrand Asset Management As 0.04% Reduce -14.1% 55,660 $13.7M
Creative Planning 0.01% Add +29.2% 53,938 $13.3M
Nomura Asset Management Co. Ltd. 0.03% Add +6.2% 53,841 $13.3M
State of Michigan Retirement System 0.06% Add +4.7% 51,697 $12.7M
CWA Asset Management Group, LLC 0.46% Reduce -1.4% 50,775 $12.5M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Add +7.8% 49,625 $12.2M
State of Tennessee, Department of Treasury 0.04% Add +5.0% 48,915 $12.0M
Resona Asset Management Co.,Ltd. 0.06% Reduce -1.7% 48,499 $11.9M
Arizona State Retirement System 0.06% Add +7.4% 48,328 $11.9M
Oaktop Capital Management Ii, L.P. 1.07% No change 48,000 $11.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Add +11.5% 46,401 $11.4M
Summit Financial Wealth Advisors, LLC 1.72% Reduce -0.7% 43,447 $11.1M
Atlantic Union Bankshares Corp 0.20% Reduce -2.7% 43,826 $10.8M
Czech National Bank 0.07% Add +10.4% 41,556 $10.2M
Amova Asset Management Americas, Inc. 0.10% Reduce -1.0% 41,107 $10.1M
Santa Monica Partners LP 5.89% No change 40,755 $10.0M
MetLife Investment Management, LLC 0.05% Add +3.0% 40,586 $10.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +4.0% 39,291 $9.7M
State of Alaska, Department of Revenue 0.10% Add +28.5% 38,882 $9.6M
AMF Tjanstepension AB 0.06% No change 38,753 $9.5M
Benjamin Edwards Inc. 0.11% Add +3.5% 38,663 $9.5M
Daiwa Securities Group Inc. 0.03% Add +62.0% 37,474 $9.2M
Cwm, LLC 0.03% Add +111.1% 37,418 $9.2M
Bcwm, LLC 2.70% Add +2.0% 36,607 $9.0M
Cetera Investment Advisers 0.01% Add +10.9% 36,316 $8.9M
Parcion Private Wealth LLC 0.55% Reduce -0.7% 36,112 $8.9M
U.S. Capital Wealth Advisors, LLC 0.24% Reduce -0.8% 35,524 $8.7M
Swiss Life Asset Management Ltd 0.05% Add +10.1% 35,320 $8.7M
NewSquare Capital LLC 0.59% Reduce -0.4% 35,302 $8.7M
MML Investors Services, LLC 0.02% Add +12.4% 35,023 $8.6M
Vontobel Holding Ltd. 0.03% Add +6.2% 34,949 $8.6M
Retirement Systems of Alabama 0.03% Add +5.6% 34,905 $8.6M
Wealthfront Advisers LLC 0.02% Add +2.3% 34,037 $8.4M
Amalgamated Bank 0.06% Add +2.3% 33,770 $8.3M
USS Investment Management Ltd 0.04% No change 33,333 $8.2M
Forsta Ap-Fonden 0.05% Add +11.7% 33,300 $8.2M
DNB Asset Management AS 0.03% Add +6.8% 32,438 $8.0M
PEAK6 LLC 0.20% New 32,363 $8.0M
Beacon Pointe Advisors, LLC 0.07% Add +20.1% 31,860 $7.8M
First Horizon Corp. 0.37% — 31,818 $7.8M
AXA Investment Managers S.A. 0.02% — 31,334 $7.7M
Hantz Financial Services, Inc. 0.12% Reduce -8.6% 31,148 $7.7M
Cullen Investment Group, LTD. 1.01% Reduce -3.9% 29,796 $7.7M
Advisors Asset Management, Inc. 0.13% Add +3.8% 30,729 $7.6M
Agf Management Ltd. 0.03% Reduce -5.4% 30,401 $7.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +4.9% 30,091 $7.4M
Turtle Creek Wealth Advisors, LLC 0.66% Add +10.1% 29,941 $7.4M
D.A. Davidson & Co. 0.05% Reduce -0.9% 28,963 $7.1M
ARK Investment Management 0.04% Add +10.9% 28,925 $7.1M
Wellington Management Group LLP 0.00% Reduce -13.0% 28,741 $7.1M
Ethic Inc. 0.12% Reduce -0.5% 28,679 $7.1M
Van Eck Associates Corp. 0.01% Add +1.9% 28,544 $7.0M
Van Lanschot Kempen Investment Management N.V. 0.06% Add +2183.4% 28,406 $7.0M
Nisa Investment Advisors, LLC 0.03% Add +5.4% 28,404 $7.0M
Unison Advisors LLC 0.63% Add +0.4% 28,240 $7.0M
Commonwealth Equity Services, LLC 0.01% Reduce -2.5% 27,633 $6.8M
ProShare Advisors LLC 0.01% Add +4.8% 27,582 $6.8M
Vanguard Personalized Indexing Management, LLC 0.07% Add +5.2% 27,551 $6.8M
Gotham Asset Management 0.03% Add +64.4% 27,548 $6.8M
Stifel Financial Corp. 0.01% Add +1.0% 27,411 $6.8M
Capital Fund Management S.A. 0.07% Reduce -77.2% 27,160 $6.7M
Utah Retirement Systems 0.06% Add +3.7% 26,896 $6.6M
Algert Global LLC 0.11% Add +18.8% 26,738 $6.6M
Prudential Financial Inc. 0.01% Add +6.8% 26,562 $6.5M
Wealth Advisors of Tampa Bay, LLC 2.16% Reduce -0.8% 26,381 $6.5M
Police & Firemen's Retirement System of New Jersey 0.05% Add +6.0% 26,218 $6.5M
Faithward Advisors, LLC 0.95% Reduce -2.6% 26,072 $6.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.9% 26,035 $6.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% No change 26,000 $6.4M
Oppenheimer & Co. Inc. 0.08% Reduce -1.4% 25,756 $6.3M
Baird Financial Group, Inc. 0.01% Reduce -3.0% 25,332 $6.2M
NovaPoint Capital, LLC 1.52% Add +6.7% 25,278 $6.2M
BNC Wealth Management, LLC 1.54% Add +2.3% 24,767 $6.1M
Monte Financial Group, LLC 2.20% Reduce -15.5% 24,306 $6.0M
Xponance LLC 0.05% Add +0.4% 24,044 $5.9M
Woodley Farra Manion Portfolio Management Inc. 0.28% Reduce -7.3% 23,934 $5.9M
Lifeworks Advisors, LLC 0.79% Reduce -2.3% 23,887 $5.9M
Susquehanna International Group, LLP 0.01% Reduce -85.7% 23,863 $5.9M
Andrew Hill Investment Advisors, Inc. 4.56% Add +1.5% 23,787 $5.9M
Gibraltar Capital Management, Inc. 1.05% No change 23,765 $5.9M
QRG Capital Management, Inc. 0.07% Reduce -68.8% 23,685 $5.8M
Siemens Fonds Invest GmbH 0.32% Add +21.4% 23,648 $5.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -2.9% 23,520 $5.8M
Fiera Capital Corp 0.02% Add +18.5% 23,377 $5.8M
Fred Alger Management, LLC 0.02% No change 23,054 $5.7M
Worldquant Millennium Advisors LLC 0.02% New 23,040 $5.7M
Pittenger & Anderson Inc. 0.21% Add +0.0% 22,893 $5.6M
Royal Fund Management, LLC 0.68% Reduce -15.7% 22,846 $5.6M
CIBC Bancorp USA Inc. 0.03% — 22,575 $5.6M
Penserra Capital Management LLC 0.07% Add +43.4% 22,496 $5.5M
Arax Advisory Partners 0.08% Add +5716.6% 22,452 $5.5M
New York Life Investment Management LLC 0.05% Add +3.1% 22,225 $5.5M
Tower View Wealth Management LLC 2.81% Add +1.3% 22,075 $5.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +25.9% 21,584 $5.3M
Apollon Wealth Management, LLC 0.09% Add +3.4% 21,362 $5.3M
ING Groep NV 0.03% New 21,152 $5.2M
Verition Fund Management LLC 0.03% Add +6.7% 21,038 $5.2M
Johnson Financial Group, Inc. 0.19% Reduce -9.3% 20,990 $5.2M
Bontempo Ohly Capital Mgmt LLC 2.23% Add +0.1% 20,905 $5.1M
Independent Advisor Alliance 0.13% Reduce -3.6% 20,654 $5.1M
Corient Private Wealth LP 0.01% Add +1.2% 20,478 $5.0M
Pathstone Holdings, LLC 0.02% Reduce -3.4% 20,446 $5.0M
GMO 0.01% Reduce -42.0% 20,294 $5.0M
Morgens Waterfall Vintiadis & Co. Inc. 3.38% New 20,000 $4.9M
PNC Financial Services Group, Inc. 0.00% Add +2.9% 19,805 $4.9M
Yousif Capital Management, LLC 0.05% Reduce -4.6% 19,331 $4.8M
Silver Lake Advisory, LLC 1.89% Add +0.2% 19,305 $4.8M
SG Americas Securities, LLC 0.02% Reduce -24.6% 19,194 $4.7M
Empowered Funds, LLC 0.05% Add +10.8% 19,099 $4.7M
Paradigm Capital Management Inc. 0.20% No change 19,075 $4.7M
Narwhal Capital Management 0.35% Reduce -39.5% 18,932 $4.7M
Daiichi Life Insurance Co., Ltd. 0.12% Add +14.8% 18,909 $4.7M
Cozad Asset Management Inc. 0.37% Reduce -0.4% 18,697 $4.6M
Oregon Public Employees Retirement Fund 0.06% Add +40.1% 18,624 $4.6M
Neuberger Berman Group LLC 0.00% Add +4.8% 18,569 $4.6M
Raiffeisen Bank International AG 0.06% Add +9.3% 18,405 $4.5M
Truist Financial Corp. 0.01% Add +6.0% 18,282 $4.5M
Eventide Asset Management, LLC 0.07% Reduce -2.1% 18,285 $4.5M
M&T Bank Corp 0.01% Reduce -9.3% 18,100 $4.5M
Peterson Wealth Services 1.10% Reduce -98.7% 226 $4.4M
Assenagon Asset Management S.A. 0.01% Reduce -66.0% 17,845 $4.4M
Achmea Investment Management B.V. 0.05% Reduce -34.1% 17,841 $4.4M
Mutual of America Capital Management LLC 0.05% Add +0.4% 17,732 $4.4M
FAS Wealth Partners, Inc. 0.29% Add +1.9% 17,428 $4.3M
O'shaughnessy Asset Management, LLC 0.03% Add +17.6% 17,280 $4.3M
Voleon Capital Management LP 0.10% Add +246.2% 16,963 $4.2M
Strong Tower Advisory Services 0.78% Reduce -1.0% 16,719 $4.1M
NEOS Investment Management LLC 0.03% Add +82.2% 16,613 $4.1M
CIBC Asset Management Inc 0.01% Add +0.2% 16,538 $4.1M
Andra AP-fonden 0.05% Reduce -76.3% 15,913 $3.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% New 15,891 $3.9M
MV Capital Management, Inc. 0.37% Add +7.7% 15,843 $3.9M
Tredje AP-fonden 0.03% Reduce -43.3% 15,706 $3.9M
Crossmark Global Holdings, Inc. 0.06% Add +4.0% 15,541 $3.8M
Azzad Asset Management Inc. 0.38% Add +0.6% 15,516 $3.8M
BLI - Banque de Luxembourg Investments 0.11% No change 14,800 $3.6M
Inspire Investing, LLC 0.35% Reduce -5.4% 14,722 $3.6M
Rafferty Asset Management, LLC 0.01% Add +7.5% 14,628 $3.6M
Pacer Advisors, Inc. 0.01% Reduce -6.8% 14,561 $3.6M
Sanctuary Advisors, LLC 0.02% Add +31.5% 14,537 $3.6M
Thematics Asset Management 0.16% Reduce -70.7% 14,528 $3.6M
OMERS ADMINISTRATION Corp 0.03% No change 14,493 $3.6M
Round Hill Asset Management 2.35% Reduce -0.9% 14,469 $3.6M
Loomis Sayles & Co. L P 0.00% Add +3822.7% 14,357 $3.5M
Investment House LLC 0.17% No change 14,225 $3.5M
Public Sector Pension Investment Board 0.01% Add +21.1% 14,157 $3.5M
Valicenti Advisory Services Inc. 0.75% Reduce -1.9% 14,139 $3.5M
Zacks Investment Management 0.03% Reduce -0.2% 14,113 $3.5M
Sit Investment Associates Inc. 0.07% Reduce -11.0% 14,113 $3.5M
EFG Asset Management (North America) Corp. 0.44% Add +7.4% 13,965 $3.4M
Elo Mutual Pension Insurance Co 0.06% Add +25.7% 13,791 $3.4M
Financial Advisors Network, Inc. 0.47% Reduce -0.6% 13,438 $3.3M
Brown Advisory Inc. 0.00% Add +0.2% 13,332 $3.3M
Marshall Financial Group, LLC 0.61% Add +2.2% 12,642 $3.1M
Linden Thomas Advisory Services, LLC 0.31% Add +0.9% 12,595 $3.1M
First American Bank 0.19% Reduce -12.2% 12,479 $3.1M
Investment Management Corp of Ontario 0.05% Reduce -30.9% 12,444 $3.1M
Susquehanna Fundamental Investments, LLC 0.12% Reduce -69.6% 12,442 $3.1M
Patton Fund Management, Inc. 0.54% New 12,227 $3.0M
Diversified Investment Strategies, LLC 1.97% No change 12,208 $3.0M
Orion Porfolio Solutions, LLC 0.02% Add +10.4% 12,193 $3.0M
Vident Advisory, LLC 0.03% Reduce -42.5% 12,162 $3.0M
Waverly Advisors, LLC 0.03% Add +5.9% 12,131 $3.0M
Teachers Retirement System of the State of Kentucky 0.02% No change 12,061 $3.0M
Intrepid Capital Management Inc. 1.43% No change 11,885 $2.9M
Mizuho Securities USA LLC 0.06% Add +12.0% 11,917 $2.9M
Nova R Wealth, Inc. 1.22% Add +0.3% 11,682 $2.9M
Genus Capital Management Inc. 0.33% New 11,550 $2.8M
EFG Asset Management (Americas) Corp. 0.49% Add +10.0% 11,503 $2.8M
Intech Investment Management LLC 0.03% Add +42.6% 11,392 $2.8M
Vivid Wealth Management, LLC 1.10% Reduce -10.6% 11,277 $2.8M
Westerkirk Capital Inc. 0.31% Reduce -6.0% 11,000 $2.7M
Tealwood Asset Management Inc. 1.09% Reduce -2.9% 10,983 $2.7M
Great Diamond Partners, LLC 0.51% Add +1.2% 10,713 $2.6M
Merit Financial Group, LLC 0.02% Add +12.2% 10,696 $2.6M
Metis Global Partners, LLC 0.06% Reduce -2.0% 10,315 $2.5M
Sterling Capital Management LLC 0.04% Reduce -7.9% 10,257 $2.5M
Kentucky Retirement Systems 0.07% Add +3.1% 10,232 $2.5M
Jones Financial Companies LLLP 0.00% Add +27.6% 10,336 $2.5M
Park Avenue Securities LLC 0.02% Add +2.4% 10,042 $2.5M
Focus Partners Wealth 0.00% Add +79.8% 10,251 $2.5M
Bellecapital International Ltd. 0.40% Reduce -1.9% 9,903 $2.4M
Scotia Capital Inc. 0.01% Reduce -4.2% 9,869 $2.4M
Graham Capital Management, L.P. 0.13% Add +50.6% 9,757 $2.4M
Triangle Securities Wealth Management 0.54% Reduce -2.6% 9,680 $2.4M
City Holding Co. 0.30% Add +11.2% 9,634 $2.4M
Summit Trail Advisors, LLC 0.03% Add +71.5% 9,569 $2.4M
Kestra Private Wealth Services, LLC 0.03% Add +1.0% 9,502 $2.3M
William Allan Corp 1.31% Reduce -0.2% 9,461 $2.3M
Horizon Investments, LLC 0.03% Add +51.4% 9,346 $2.3M
US Bancorp \de 0.00% Reduce -2.2% 9,325 $2.3M
Alpine Woods Capital Investors, LLC 0.53% Add +0.6% 9,314 $2.3M
Drucker Wealth 3.0, LLC 0.40% Add +102.9% 9,036 $2.2M
King Luther Capital Management Corp. 0.01% Reduce -0.8% 8,929 $2.2M
Norinchukin Bank, The 0.03% Add +10.0% 8,805 $2.2M
Two Sigma Advisers, LP 0.00% Add +83.3% 8,800 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +11.4% 8,785 $2.2M
Louisiana State Employees Retirement System 0.04% Add +6.2% 8,600 $2.1M
Cibc World Market Inc. 0.00% Add +0.6% 8,541 $2.1M
Gulf International Bank (UK) Ltd 0.07% Add +9.2% 8,485 $2.1M
Fortune Financial Advisors, LLC 1.55% No change 8,346 $2.1M
1832 Asset Management L.P. 0.00% Reduce -28.7% 8,224 $2.0M
Brighton Jones LLC 0.05% Add +29.8% 8,135 $2.0M
Maryland State Retirement & Pension System 0.04% Add +2.6% 8,126 $2.0M
J. Safra Sarasin Holding AG 0.03% Reduce -10.8% 8,097 $2.0M
Nilsine Partners, LLC 0.18% Add +3.0% 8,074 $2.0M
Xcel Wealth Management, LLC 0.52% No change 8,026 $2.0M
Navellier & Associates Inc. 0.20% Add +4.0% 7,976 $2.0M
Clearstead Advisors, LLC 0.03% Add +3.9% 7,876 $1.9M
Securian Asset Management, Inc. 0.05% Reduce -2.2% 7,846 $1.9M
Virtus Investment Advisers, LLC 0.55% Add +11.2% 7,748 $1.9M
Wealthcare Advisory Partners LLC 0.04% Add +0.7% 7,724 $1.9M
Stratos Wealth Partners, LTD. 0.02% Add +14.5% 7,693 $1.9M
Chicago Partners Investment Group LLC 0.05% Add +18.7% 7,629 $1.9M
Nomura Holdings Inc. 0.01% Add +177.2% 7,514 $1.9M
Lido Advisors, LLC 0.01% Add +10.3% 7,510 $1.8M
Kestra Advisory Services, LLC 0.01% Reduce -1.4% 7,458 $1.8M
Rexford Capital Inc. 1.40% Add +0.5% 7,364 $1.8M
Compagnie Lombard Odier SCmA 0.02% No change 7,300 $1.8M
BankPlus Trust Department 0.48% Reduce -1.9% 7,253 $1.8M
Jane Street Group, LLC 0.00% Reduce -90.4% 7,187 $1.8M
CoreCap Advisors, LLC 0.06% Add +62.3% 7,185 $1.8M
Convergence Investment Partners, LLC 0.40% Reduce -22.2% 7,167 $1.8M
Confluence Wealth Services, Inc. 0.09% Add +2.4% 7,142 $1.8M
Landscape Capital Management, L.L.C. 0.11% Reduce -71.1% 7,097 $1.7M
Fisher Asset Management 0.00% Add +7.0% 6,967 $1.7M
New Mexico Educational Retirement Board 0.05% Reduce -2.8% 6,950 $1.7M
Enhancing Capital LLC 1.24% Add +0.8% 6,898 $1.7M
Assetmark, Inc. 0.00% Add +11.9% 6,874 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Reduce -46.5% 6,862 $1.7M
Geneos Wealth Management Inc. 0.04% Add +2.6% 6,849 $1.7M
Wedbush Securities Inc. 0.06% Add +3.2% 6,841 $1.7M
Daymark Wealth Partners, LLC 0.06% Add +0.0% 6,765 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +10.9% 6,679 $1.6M
Rockefeller Capital Management L.P. 0.00% New 6,673 $1.6M
Radnor Capital Management, LLC 0.25% No change 6,667 $1.6M
Fifth Third Bancorp 0.01% Add +1.4% 6,663 $1.6M
Oppenheimer Asset Management Inc. 0.02% Reduce -4.8% 6,662 $1.6M
Empirical Asset Management, LLC 0.45% Add +122.4% 6,635 $1.6M
Aaron Wealth Advisors LLC 0.10% Add +471.0% 6,635 $1.6M
JT Stratford LLC 0.22% Reduce -23.6% 6,598 $1.6M
VCI Wealth Management LLC 0.49% Add +18.8% 6,509 $1.6M
Green Alpha Advisors, LLC 1.54% Reduce -2.0% 6,477 $1.6M
IFP Advisors, Inc 0.04% Add +93.4% 6,373 $1.6M
RBF Capital, LLC 0.07% No change 6,362 $1.6M
Integrated Wealth Concepts LLC 0.01% Add +12.8% 6,282 $1.5M
HB Wealth Management, LLC 0.01% Add +5.6% 6,217 $1.5M
Ashton Thomas Private Wealth, LLC 0.04% Add +1.5% 6,180 $1.5M
Albert D Mason Inc. 0.99% Add +5.8% 6,158 $1.5M
Frank, Rimerman Advisors LLC 0.10% Reduce -0.0% 6,137 $1.5M
X-Square Capital, LLC 0.47% No change 6,123 $1.5M
Essential Partners LLC 0.49% Add +12.0% 6,045 $1.5M
Blair William & Co. 0.00% Add +30.6% 5,970 $1.5M
Waterloo Capital, L.P. 0.11% Add +18.1% 5,925 $1.5M
Sumitomo Life Insurance Co. 0.04% Reduce -3.5% 5,857 $1.4M
Two Sigma Securities, LLC 0.21% New 5,844 $1.4M
Allstate Corp. 0.03% New 5,833 $1.4M
NewEdge Advisors, LLC 0.01% Reduce -2.8% 5,831 $1.4M
Waterfront Wealth Inc. 0.29% No change 5,764 $1.4M
Novem Group 0.17% Add +3.8% 5,754 $1.4M
Pallas Capital Advisors LLC 0.05% Add +12.8% 5,708 $1.4M
First Pacific Financial 0.19% Reduce -4.6% 5,687 $1.4M
Ossiam 0.02% Reduce -50.0% 5,663 $1.4M
Axecap Investments, LLC 0.86% Reduce -1.6% 5,659 $1.4M
VestGen Advisors, LLC 0.05% Add +7.7% 5,656 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +4.5% 5,647 $1.4M
Paradigm Asset Management Co. LLC 0.32% Reduce -32.5% 5,600 $1.4M
Exchange Traded Concepts, LLC 0.01% Add +132.2% 5,589 $1.4M
Contravisory Investment Management, Inc. 0.27% Reduce -6.9% 5,561 $1.4M
Dakota Wealth Management 0.03% Reduce -17.4% 5,474 $1.3M
Hamel Associates, Inc. 0.41% No change 5,448 $1.3M
Realta Investment Advisors 0.45% Add +13.1% 5,439 $1.3M
United Capital Financial Advisors, LLC 0.01% Add +157.5% 5,364 $1.3M
Inspire Advisors, LLC 0.13% Reduce -11.2% 5,363 $1.3M
Lester Murray Antman dba SimplyRich 0.35% Reduce -0.1% 5,336 $1.3M
Keybank National Association 0.00% Add +0.3% 5,305 $1.3M
Jefferies Financial Group Inc. 0.01% Reduce -86.0% 5,280 $1.3M
Entropy Technologies, LP 0.10% New 5,225 $1.3M
Quantbot Technologies LP 0.04% Reduce -94.0% 5,222 $1.3M
CIBC Private Wealth Group LLC 0.00% Add +5.9% 5,207 $1.3M
Cresset Asset Management, LLC 0.01% Add +0.6% 5,170 $1.3M
Bessemer Group Inc. 0.00% Add +1.7% 5,168 $1.3M
Focus Partners Advisor Solutions, LLC 0.01% Add +51.1% 5,831 $1.3M
Krilogy Financial LLC 0.05% New 6,171 $1.3M
Tema ETFs LLC 0.11% New 5,139 $1.3M
Wedmont Private Capital 0.05% Add +1.5% 4,892 $1.3M
Federation des caisses Desjardins du Quebec 0.00% Add +17.0% 5,028 $1.2M
AXS Investments LLC 0.39% Reduce -3.1% 4,980 $1.2M
Knightsbridge Asset Management, LLC 0.21% Add +2.6% 4,977 $1.2M
Signaturefd, LLC 0.02% Add +0.4% 4,972 $1.2M
Quadrant Capital Group LLC 0.04% Add +1.1% 4,917 $1.2M
SteelPeak Wealth, LLC 0.04% New 4,884 $1.2M
Syon Capital LLC 0.06% Add +34.4% 4,867 $1.2M
GAMMA Investing LLC 0.07% Add +11.5% 4,805 $1.2M
Bayesian Capital Management, LP 0.24% Add +0.7% 4,773 $1.2M
Evergreen Capital Management LLC 0.03% Reduce -1.0% 4,729 $1.2M
Prospera Financial Services Inc 0.02% Reduce -5.6% 4,726 $1.2M
OneDigital Investment Advisors LLC 0.01% Reduce -1.3% 4,719 $1.2M
Parallel Advisors, LLC 0.02% Reduce -7.2% 4,674 $1.2M
ZEGA Investments, LLC 0.26% New 4,553 $1.1M
Fieldview Capital Management, LLC 0.18% Reduce -83.8% 4,528 $1.1M
Wolverine Trading, LLC 0.02% Add +218.6% 4,531 $1.1M
Oddo BHF Asset Management Sas 0.04% Add +31.6% 4,480 $1.1M
Wahed Invest LLC 0.15% Add +5.2% 4,475 $1.1M
Alhambra Investment Management LLC 0.52% Reduce -0.8% 4,423 $1.1M
Norden Group LLC 0.11% Reduce -6.8% 4,413 $1.1M
Mufg Securities Americas Inc. 0.07% Add +29.3% 4,413 $1.1M
NorthCoast Asset Management LLC 0.00% Add +34.6% 4,385 $1.1M
Madison Asset Management, LLC 0.01% No change 4,384 $1.1M
Dynamic Advisor Solutions LLC 0.03% Add +4.5% 4,318 $1.1M
Principal Securities, Inc. 0.02% Add +1.5% 4,316 $1.1M
Arrowstreet Capital, Limited Partnership 0.00% New 4,290 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Add +1.9% 4,289 $1.1M
GAM Holding AG 0.06% Reduce -1.8% 4,239 $1.0M
Savant Capital, LLC 0.01% Add +5.6% 4,232 $1.0M
Weiss Asset Management LP 0.02% Reduce -96.6% 4,174 $1.0M
American National Bank & Trust 0.10% Reduce -2.7% 4,172 $1.0M
180 Wealth Advisors, LLC 0.13% Add +0.2% 4,171 $1.0M
Aquatic Capital Management LLC 0.02% Reduce -83.2% 4,099 $1.0M
New Age Alpha Advisors, LLC 0.04% Add +98.4% 4,439 $1.0M
LBP Am SA 0.01% Reduce -6.4% 4,096 $1.0M
Curbstone Financial Management Corp 0.19% Add +3.8% 4,086 $1.0M
Midwest Trust Co 0.01% Add +6.8% 4,035 $993K
Inscription Capital, LLC 0.11% Add +238.2% 4,014 $988K
Caprock Group, LLC 0.02% — 4,024 $973K
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +8.0% 3,925 $966K
GC Wealth Management RIA, LLC 0.03% New 3,909 $962K
Atria Investments, Inc 0.01% Reduce -2.8% 3,897 $960K
STRS Ohio 0.00% Reduce -66.0% 3,897 $960K
S-Bank Fund Management Ltd 0.12% Reduce -1.3% 3,762 $926K
Mather Group, Llc. 0.01% Add +1.2% 3,749 $923K
Kestra Investment Management, LLC 0.02% Reduce -11.6% 3,741 $921K
Martingale Asset Management L P 0.02% Add +1.6% 3,733 $919K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.8% 3,705 $912K
Greenleaf Trust 0.01% Reduce -0.1% 3,697 $910K
Diversified Trust Co. 0.02% Add +1.5% 3,697 $910K
Choreo, LLC 0.01% Add +6.7% 3,662 $902K
Penobscot Investment Management Company, Inc. 0.07% No change 3,654 $900K
Envestnet Portfolio Solutions, Inc. 0.00% Add +14.8% 3,643 $897K
Greenfield Savings Bank 0.38% Reduce -0.4% 3,631 $894K
Twin Capital Management Inc. 0.11% Reduce -4.8% 3,617 $891K
Advisory Services Network, LLC 0.01% Add +15.3% 3,591 $884K
Private Advisor Group, LLC 0.00% Reduce -1.6% 3,549 $874K
UMB Bank, n.a. 0.01% Reduce -0.9% 3,455 $851K
Blueshift Asset Management, LLC 0.26% Reduce -15.0% 3,445 $848K
Harbor Capital Advisors, Inc. 0.06% Add +2.7% 3,390 $835K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +7.1% 3,293 $811K
ASR Vermogensbeheer N.V. 0.01% Reduce -0.6% 3,275 $806K
Exit Wealth Advisors, LLC. 0.54% — 3,261 $803K
EverSource Wealth Advisors, LLC 0.03% Add +19.1% 3,255 $801K
Calydon Capital 0.13% Reduce -49.9% 3,214 $791K
Diversify Advisory Services, LLC 0.03% Reduce -28.0% 3,730 $785K
Coldstream Capital Management Inc. 0.01% Add +18.1% 3,189 $785K
Stephens Inc. 0.01% Add +1.0% 3,135 $772K
Phoenix Wealth Advisors 0.30% Reduce -2.4% 3,133 $771K
MUFG Securities EMEA plc 0.02% Add +591.4% 3,132 $771K
Rockland Trust Co. 0.03% No change 3,106 $765K
J.Safra Asset Management Corp 0.05% No change 3,075 $757K
MAI Capital Management 0.00% Add +14.1% 3,053 $752K
ABLE Financial Group, LLC 0.16% Add +4.6% 2,989 $736K
BankPlus Wealth Management LLC 0.43% Add +0.8% 2,985 $735K
PAX Financial Group, LLC 0.13% Reduce -16.6% 2,965 $730K
Henshaw Capital LLC 0.03% New 2,960 $729K
Vestcor Inc 0.02% No change 2,946 $725K
Modern Wealth Management, LLC 0.01% Add +19.3% 2,929 $721K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -2.1% 2,912 $717K
Versor Investments LP 0.13% New 2,896 $713K
Perigon Wealth Management, LLC 0.01% Add +43.4% 2,857 $703K
Main Street Financial Solutions, LLC 0.04% Add +43.1% 2,843 $700K
FSM Wealth Advisors, LLC 0.10% Reduce -8.7% 2,819 $694K
Meiji Yasuda Life Insurance Co 0.02% Add +110.4% 2,782 $685K
Capital Asset Advisory Services LLC 0.03% Add +0.1% 2,736 $674K
Axxcess Wealth Management, LLC 0.01% Add +0.1% 2,736 $674K
Profund Advisors LLC 0.02% Reduce -6.0% 2,721 $670K
Wincap Financial LLC 0.46% Add +3.4% 2,705 $666K
Advyzon Investment Management, LLC 0.11% Add +7.9% 2,704 $666K
Concurrent Investment Advisors, LLC 0.01% Add +10.2% 2,700 $665K
Eastern Bank 0.01% Reduce -10.0% 2,700 $665K
Savvy Advisors, Inc. 0.03% Add +22.1% 2,667 $657K
Meridian Wealth Management, LLC 0.02% Add +25.3% 2,636 $649K
Fayez Sarofim & Co 0.00% No change 2,627 $647K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -0.3% 2,625 $647K
Fox Run Management, L.L.C. 0.10% Reduce -23.8% 2,606 $642K
NorthCrest Asset Manangement, LLC 0.02% Add +99.4% 2,490 $638K
SkyOak Wealth, LLC 0.12% No change 2,572 $633K
Spirepoint Private Client, LLC 0.07% No change 2,522 $621K
Optimize Financial Inc. 0.32% Reduce -20.4% 2,514 $619K
Lighthouse Investment Partners, LLC 0.02% New 2,490 $613K
Forum Financial Management, LP 0.01% Add +0.0% 2,490 $613K
Intrust Bank NA 0.05% Add +0.3% 2,479 $610K
LexAurum Advisors, LLC 0.09% Reduce -1.8% 2,478 $610K
Jacobi Capital Management LLC 0.04% Add +0.4% 2,477 $610K
CENTRAL TRUST Co 0.01% Reduce -1.8% 2,463 $606K
Clark Asset Management, LLC 0.07% New 2,450 $603K
Neo Ivy Capital Management 0.15% Add +44.0% 2,436 $600K
Autumn Glory Partners, LLC 0.25% No change 2,428 $598K
FIL Ltd 0.00% Reduce -4.8% 2,413 $594K
NorthRock Partners, LLC 0.01% Add +43.8% 2,407 $593K
HM Payson & Co. 0.01% No change 2,308 $568K
Kessler Investment Group, LLC 0.24% No change 2,306 $568K
Tower Research Capital LLC (TRC) 0.02% Reduce -48.8% 2,306 $568K
Farmers & Merchants Investments Inc. 0.02% Reduce -22.3% 2,300 $566K
Allworth Financial LP 0.00% Add +36.3% 2,293 $565K
Kera Capital Partners, Inc. 0.08% Add +22.9% 2,289 $564K
Caerus Investment Advisors, LLC 0.23% New 2,263 $557K
BOS Asset Management, LLC 0.16% No change 2,260 $556K
Glenmede Investment Management, LP 0.00% Reduce -5.1% 2,252 $554K
Sage Mountain Advisors LLC 0.03% Add +5.7% 2,241 $552K
TD Waterhouse Canada Inc. 0.00% Add +3.5% 2,131 $544K
Sivia Capital Partners, LLC 0.15% Add +32.9% 2,208 $544K
IHT Wealth Management, LLC 0.01% Add +0.6% 2,178 $536K
Westside Investment Management, Inc. 0.08% Add +3.6% 2,150 $531K
Groupama Asset Managment 0.01% Reduce -54.3% 2,138 $526K
Consolidated Portfolio Review Corp 0.07% Add +0.1% 2,137 $526K
Flagship Harbor Advisors, LLC 0.02% Reduce -5.3% 2,128 $524K
Moody National Bank Trust Division 0.04% Reduce -30.1% 2,128 $524K
Glaxis Capital Management, LLC 0.86% No change 2,100 $517K
S.A. Mason LLC 0.23% No change 2,100 $517K
Pinnacle Associates Ltd. 0.01% No change 2,090 $515K
1620 Investment Advisors, Inc. 0.35% Reduce -6.1% 2,085 $513K
Dorsey & Whitney Trust CO LLC 0.03% Add +0.1% 2,073 $510K
Peoples Bank 0.50% No change 2,050 $505K
Bellevue Group AG 0.01% Add +138.9% 2,031 $500K
Texas Capital Bank Wealth Management Services Inc 0.04% New 2,005 $494K
Kercheville Advisors, LLC 0.15% No change 2,000 $492K
Mill Capital Management, LLC 0.04% No change 2,000 $492K
MQS Management LLC 0.29% New 1,991 $490K
GTS Securities LLC 0.02% Add +25.2% 1,981 $488K
Snowden Capital Advisors LLC 0.01% Add +15.0% 1,974 $486K
West Family Investments, Inc. 0.11% Add +0.9% 1,973 $486K
Portside Wealth Group, LLC 0.07% Add +3.5% 1,960 $483K
Farther Finance Advisors, LLC 0.01% Add +56.5% 1,905 $469K
PCG Wealth Advisors, LLC 0.14% No change 1,888 $465K
Avantax Planning Partners, Inc. 0.01% Reduce -10.8% 1,875 $462K
Petros Family Wealth, LLC 0.39% Reduce -0.2% 1,868 $460K
Fidelity D & D Bancorp Inc. 0.25% No change 1,857 $457K
Benchmark Financial Wealth Advisors, LLC 0.14% Reduce -5.9% 1,856 $457K
Moneta Group Investment Advisors LLC 0.00% Reduce -21.1% 1,849 $455K
Renasant Bank 0.29% Add +4.5% 1,845 $454K
Evoke Wealth, LLC 0.01% Add +5.4% 1,844 $454K
Huntington National Bank 0.00% Reduce -11.2% 1,817 $447K
CX Institutional 0.01% Reduce -5.0% 1,803 $444K
Trust Asset Management LLC 0.03% No change 1,774 $437K
Ostrum Asset Management 0.02% Reduce -52.3% 1,764 $434K
Connecticut Wealth Management, LLC 0.02% No change 1,763 $434K
Outlook Wealth Advisors, LLC 0.11% Reduce -23.1% 1,762 $434K
MIdWestOne Financial Group, Inc. 0.05% Reduce -4.9% 1,760 $433K
Vise Technologies, Inc. 0.02% Reduce -49.9% 1,754 $432K
BSW Wealth Partners 0.05% Add +2.9% 1,724 $425K
Cascades Capital Asset Management, LLC 0.19% No change 1,721 $424K
Ballentine Partners, LLC 0.01% Add +2.0% 1,719 $423K
Callan Family Office, LLC 0.01% Reduce -0.7% 1,715 $422K
Commerzbank Aktiengesellschaft 0.01% No change 1,704 $420K
Private Trust Co. NA 0.04% Add +2.1% 1,694 $417K
XTX Topco Ltd 0.02% New 1,676 $413K
Mgo One Seven LLC 0.01% Add +13.8% 1,661 $409K
Compound Planning, Inc. 0.01% Add +10.6% 1,652 $407K
Sagespring Wealth Partners, LLC 0.01% Add +36.6% 1,637 $403K
Magnolia Capital Advisors LLC 0.10% Reduce -12.9% 1,633 $402K
M.E. Allison & Co., Inc. 0.28% Reduce -23.5% 1,626 $400K
Nemes Rush Group LLC 0.04% Reduce -2.2% 1,613 $397K
Bryn Mawr Trust Advisors, LLC 0.02% Add +1.4% 1,612 $397K
Westmount Partners, LLC 0.10% No change 1,554 $397K
Meeder Advisory Services, Inc. 0.02% Add +2.1% 1,610 $396K
Cigna Investments Inc. 0.06% Reduce -0.1% 1,603 $395K
Aptus Capital Advisors, LLC 0.00% Reduce -44.6% 1,598 $393K
Aster Capital Management (DIFC) Ltd 0.20% Reduce -79.5% 1,589 $391K
J.W. Cole Advisors, Inc. 0.01% Add +12.6% 1,578 $389K
Bridgewater Advisors Inc. 0.03% Add +1.9% 1,907 $384K
Brooklyn Investment Group 0.05% Add +3.2% 1,826 $380K
Independent Solutions Wealth Management, LLC 0.07% Reduce -5.2% 1,537 $378K
Legacy Wealth Asset Management, LLC 0.09% Reduce -0.4% 1,536 $378K
Checchi Capital Advisers, LLC 0.03% Reduce -9.6% 1,533 $377K
Country Club Bank 0.02% Reduce -1.6% 1,525 $374K
Baker Avenue Asset Management, LP 0.01% New 1,515 $373K
VELA Investment Management, LLC 0.11% Reduce -27.1% 1,510 $372K
Rathbones Group PLC 0.00% No change 1,508 $371K
Joule Financial, LLC 0.11% No change 1,503 $370K
Fulton Bank, N.A. 0.01% Reduce -20.6% 1,496 $368K
Kwmg, LLC 0.03% Add +0.1% 1,493 $368K
Ameritas Investment Partners, Inc. 0.01% Add +2.5% 1,491 $367K
Valeo Financial Advisors, LLC 0.01% Add +2.0% 1,489 $367K
Transcend Capital Advisors, LLC 0.03% Add +27.8% 1,488 $366K
Jackson Thornton Wealth Management, LLC 0.04% New 1,410 $366K
Key Client Fiduciary Advisors, LLC 0.12% No change 1,480 $364K
Planned Solutions, Inc. 0.13% Reduce -4.8% 1,474 $363K
Capital Investment Advisors, LLC 0.01% Add +2.2% 1,472 $363K
Waddell & Associates, LLC 0.03% Add +36.6% 1,471 $362K
Tiaa Trust, National Association 0.00% Add +0.9% 1,468 $361K
HighPoint Advisor Group LLC 0.02% Reduce -1.0% 1,455 $358K
Cambridge Advisors Inc. 0.07% No change 1,450 $357K
Morton Capital Management LLC 0.06% No change 1,450 $357K
waypoint wealth counsel 0.14% New 1,448 $357K
Optas, LLC 0.06% New 1,447 $356K
Guardian Wealth Management, Inc. 0.21% No change 1,446 $356K
Retireful, LLC 0.34% New 1,442 $355K
HUB Investment Partners, LLC 0.01% New 1,436 $354K
Full Sail Capital, LLC 0.02% New 1,428 $352K
Inceptionr LLC 0.08% New 1,424 $351K
Financial Partners Group, Inc 0.04% New 1,420 $350K
Foundation Wealth Management, LLC 0.24% No change 1,408 $347K
Denali Advisors LLC 0.04% Reduce -39.1% 1,400 $345K
Rothschild Investment LLC 0.02% Add +258.4% 1,387 $342K
Ellevest, Inc. 0.05% New 1,374 $338K
Simmons Bank 0.02% No change 1,355 $334K
Hoxton Planning & Management, LLC 0.11% Reduce -4.9% 1,348 $332K
Certuity, LLC 0.02% New 1,348 $332K
Versant Capital Management, Inc 0.04% Add +13.9% 1,333 $328K
Gladstone Institutional Advisory LLC 0.01% Reduce -3.7% 1,322 $326K
DGS Capital Management, LLC 0.06% New 1,304 $321K
Interchange Capital Partners, LLC 0.06% New 1,301 $320K
Fiduciary Group, LLC 0.03% No change 1,300 $320K
Founders Financial Alliance, LLC 0.06% No change 1,296 $319K
SYM FINANCIAL Corp 0.03% Add +4.0% 1,294 $319K
Sequent Planning LLC 0.09% Reduce -0.5% 1,293 $318K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -6.3% 1,282 $316K
Keynote Financial Services LLC 0.19% No change 1,275 $314K
Prospera Capital Management, LLC 0.15% No change 1,274 $314K
Requisite Capital Management, LLC 0.05% New 1,259 $310K
Banque Cantonale Vaudoise 0.01% Reduce -77.9% 1,250 $308K
Blackston Financial Advisory Group, LLC 0.18% Reduce -4.8% 1,251 $308K
Fifth Third Wealth Advisors LLC 0.01% Add +3.2% 1,247 $307K
Composition Wealth, LLC 0.00% Add +5.0% 1,247 $307K
Fidelis Capital Partners, LLC 0.02% Add +3.3% 1,240 $305K
Arrow Investment Advisors, LLC 0.34% Reduce -12.5% 1,235 $304K
Smartleaf Asset Management LLC 0.02% Add +128.2% 1,232 $303K
Conestoga Capital Advisors, LLC 0.00% No change 1,220 $300K
Arkfeld Wealth Strategies, L.L.C. 0.11% Add +0.3% 1,160 $298K
QTR Family Wealth, LLC 0.14% New 1,204 $296K
Joel Isaacson & Co., LLC 0.01% Add +0.3% 1,203 $296K
Orion Investment Co 0.09% No change 1,200 $295K
Azimuth Capital Investment Management LLC 0.01% Reduce -0.8% 1,193 $294K
Smith, Moore & Co. 0.02% Add +3.3% 1,189 $293K
Severin Investments, LLC 0.26% Reduce -0.3% 1,179 $290K
Atticus Wealth Management, LLC 0.07% Add +60.4% 1,169 $288K
World Investment Advisors 0.01% Add +14.6% 1,169 $288K
Howard Capital Management, LLC 0.00% Add +3.2% 1,166 $287K
Premier Path Wealth Partners, LLC 0.04% Add +7.7% 1,157 $285K
Alliance Wealth Advisors, LLC 0.07% Reduce -10.3% 1,155 $284K
Wealth Alliance Advisory Group, LLC 0.05% No change 1,155 $284K
RB Capital Management, LLC 0.06% Add +0.3% 1,150 $283K
Comprehensive Financial Consultants Institutional, Inc. 0.09% Reduce -5.0% 1,150 $283K
Spirit of America Management Corp. 0.06% No change 1,150 $283K
Haverford Trust Co 0.00% Reduce -1.1% 1,133 $279K
Fiduciary Trust Co 0.00% Add +3.4% 1,124 $277K
RFG Advisory, LLC 0.01% Reduce -7.8% 1,123 $277K
Summit Wealth Group LLC / Co. 0.03% New 3,671 $273K
Ewa, LLC 0.08% Add +1.1% 1,106 $272K
Archer Investment Corp 0.06% New 1,098 $270K
Ironwood Investment Counsel, LLC 0.04% No change 1,097 $270K
Nia Impact Advisors, LLC 0.09% Reduce -0.9% 1,094 $269K
Crestmont Private Wealth LLC 0.09% Add +12.7% 1,089 $268K
Tocqueville Asset Management L.P. 0.00% No change 1,080 $266K
Earned Wealth Advisors, LLC 0.04% New 1,075 $265K
Global Retirement Partners, LLC 0.01% Add +12.0% 1,067 $263K
SPC Financial, Inc. 0.02% No change 1,062 $261K
Citizens Financial Group Inc. 0.00% Add +8.4% 1,056 $260K
Park National Corp. 0.01% No change 1,050 $259K
First National Bank of Hutchinson 0.14% Add +1.8% 1,048 $258K
Peapack Gladstone Financial Corp. 0.00% No change 1,038 $256K
Jackson Creek Investment Advisors LLC 0.07% Reduce -1.1% 1,029 $253K
Phoenix Financial Ltd. 0.00% New 1,023 $252K
Regent Peak Wealth Advisors LLC 0.05% — 1,023 $252K
Argentarii, LLC 0.10% Reduce -8.0% 1,022 $252K
Edgestream Partners, L.P. 0.01% Reduce -95.5% 1,019 $251K
Heartland Bank & Trust Co 0.10% New 1,008 $248K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +33.1% 1,005 $247K
Centurion Wealth Management LLC 0.06% New 1,000 $246K
Columbia Asset Management 0.05% No change 1,000 $246K
Schnieders Capital Management, Llc. 0.04% — 1,000 $246K
Gabelli Funds LLC 0.00% No change 1,000 $246K
B. Riley Wealth Advisors, Inc. 0.01% New 992 $244K
TRUE Private Wealth Advisors 0.02% No change 991 $244K
Caldwell Trust Co 0.02% Add +30.7% 980 $241K
HBK Sorce Advisory LLC 0.01% New 965 $241K
Long Run Wealth Advisors, LLC 0.05% Reduce -69.1% 972 $239K
Summit Securities Group LLC 0.08% Add +136.6% 970 $239K
AE Wealth Management LLC 0.00% New 962 $237K
Finley Financial, LLC 0.11% No change 949 $234K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% Add +30.6% 948 $233K
Advisory Alpha, LLC 0.01% Reduce -42.7% 903 $233K
CI Investments Inc. 0.00% Add +31.4% 917 $226K
Journey Strategic Wealth LLC 0.01% New 916 $226K
Venturi Wealth Management, LLC 0.01% New 911 $224K
Sound Stewardship, LLC 0.11% Reduce -10.0% 905 $223K
Triad Wealth Partners, LLC 0.03% New 896 $221K
Moss Adams Wealth Advisors LLC 0.02% New 887 $218K
Werba Rubin Papier Wealth Management 0.04% New 883 $217K
Synergy Investment Management, LLC 0.08% New 879 $216K
Members Trust Co 0.01% New 877 $216K
Pacific Point Advisors, LLC 0.13% New 870 $214K
PDS Planning, Inc 0.01% New 868 $214K
Crestwood Advisors Group, LLC 0.00% New 868 $214K
F/m Investments LLC 0.01% New 863 $212K
Arkadios Wealth Advisors 0.01% New 861 $212K
Shelton Capital Management 0.00% New 859 $212K
Pacific Sage Partners, LLC 0.04% New 857 $211K
LeConte Wealth Management, LLC 0.14% New 850 $209K
Perbak Capital Partners LLP 0.04% New 845 $208K
Elevation Point Wealth Partners, LLC 0.01% Reduce -65.1% 839 $207K
Vestmark Advisory Solutions, Inc. 0.00% New 839 $207K
Integrated Investment Consultants, LLC 0.04% New 838 $206K
Resonant Capital Advisors, LLC 0.01% New 838 $206K
PFG Investments, LLC 0.01% New 835 $206K
Cullen/Frost Bankers, Inc. 0.00% Reduce -2.6% 831 $205K
Gateway Investment Advisers LLC 0.00% New 828 $204K
Van Hulzen Asset Management, LLC 0.02% New 827 $204K
Legacy Financial Advisors, Inc. 0.03% New 819 $202K
Mission Wealth Management, LP 0.00% New 816 $201K
Fi3 FINANCIAL ADVISORS, LLC 0.07% New 814 $200K
Sittner & Nelson, LLC 0.07% No change 800 $197K
Carmignac Gestion 0.00% No change 800 $197K
MassMutual Private Wealth & Trust, FSB 0.01% Add +1.4% 794 $195K
Koesten, Hirschmann & Crabtree, INC. 0.09% No change 792 $195K
Breakwater Investment Management 0.07% Add +0.3% 792 $195K
Family Legacy Financial Solutions, LLC 0.14% Reduce -20.8% 762 $188K
Wilmington Savings Fund Society, FSB 0.00% Reduce -17.6% 709 $175K
Covestor Ltd 0.10% Reduce -0.1% 704 $174K
Federated Hermes, Inc. 0.00% Add +4.3% 699 $172K
Brown Brothers Harriman & Co. 0.00% Add +99.4% 688 $169K
HHM Wealth Advisors, LLC 0.02% Reduce -0.3% 650 $160K
TD Private Client Wealth LLC 0.00% Add +15.1% 626 $154K
SBI Securities Co., Ltd. 0.00% Reduce -4.9% 604 $149K
2UniFi Bank 0.07% No change 599 $147K
Clarity Asset Management, Inc. 0.08% Add +0.8% 596 $147K
Wealthspire Advisors, LLC 0.00% New 582 $143K
Walleye Capital LLC 0.00% Reduce -65.5% 555 $137K
Edmond DE Rothschild Holding S.A. 0.00% Add +57.4% 554 $136K
SouthState Bank Corp 0.01% Reduce -10.5% 521 $128K
Rosenberg Matthew Hamilton 0.03% No change 513 $126K
Trust Co. of Vermont 0.01% No change 500 $123K
MTM Investment Management, LLC 0.04% No change 480 $118K
Addison Advisors LLC 0.03% No change 470 $116K
Transamerica Financial Advisors, LLC 0.01% Add +17.9% 468 $115K
Cromwell Holdings LLC 0.06% No change 455 $112K
Larson Financial Group LLC 0.00% Reduce -56.4% 452 $111K
Parkside Financial Bank & Trust 0.01% Add +3.1% 436 $107K
MeadowBrook Investment Advisors LLC 0.09% No change 430 $106K
Colonial Trust Co / SC 0.01% Add +290.8% 426 $105K
CYBER HORNET ETFs LLC 0.07% Add +4.8% 416 $102K
Private Wealth Asset Management, LLC 0.01% Reduce -64.5% 413 $102K
Lowe Wealth Advisors, LLC 0.04% No change 400 $98K
Creative Capital Management Investments LLC 0.03% No change 400 $98K
Hazlett, Burt & Watson, Inc. 0.03% New 390 $97K
Estabrook Capital Management 0.01% No change 388 $96K
Ameritas Advisory Services, LLC 0.01% Reduce -19.5% 388 $95K
Sentry Investment Management LLC 0.06% Reduce -17.8% 364 $95K
Quent Capital, LLC 0.01% New 369 $91K
SOA Wealth Advisors, LLC. 0.01% Add +36.1% 366 $90K
True Wealth Design, LLC 0.03% Add +413.0% 354 $87K
Plato Investment Management Ltd 0.01% No change 355 $87K
GPS Wealth Strategies Group, LLC 0.01% No change 350 $86K
Bartlett & Co. Wealth Management LLC 0.00% No change 335 $82K
Root Financial Partners, LLC 0.00% New 309 $76K
Harbour Investments, Inc. 0.00% Add +115.6% 304 $75K
State of Wyoming 0.01% Reduce -87.0% 279 $69K
Hager Investment Management Services, LLC 0.04% Reduce -18.2% 278 $68K
Zions Bancorporation, National Association 0.00% Add +9.1% 263 $65K
Park Place Capital Corp 0.01% Reduce -21.1% 258 $64K
NFSG Corp 0.01% Reduce -5.2% 237 $58K
Blue Trust, Inc. 0.00% Add +30.6% 235 $58K
Itau Unibanco Holding S.A. 0.00% Add +3.1% 230 $57K
Delta Asset Management LLC 0.00% No change 229 $56K
Mascoma Wealth Management LLC 0.01% New 219 $54K
Clearstead Trust, LLC 0.01% Add +1.4% 218 $54K
SJS Investment Consulting Inc. 0.01% Add +1530.8% 212 $52K
Kentucky Trust Co 0.03% No change 200 $49K
Your Advocates Ltd., LLP 0.02% No change 200 $49K
Core Alternative Capital 0.01% Reduce -4.9% 195 $48K
Pin Oak Investment Advisors Inc. 0.03% Add +1.1% 192 $47K
Creative Financial Designs Inc. 0.00% Add +8.5% 192 $47K
Broadwater Capital Management LLC 0.03% Reduce -99.5% 180 $44K
Tradewinds Capital Management, LLC 0.01% New 178 $44K
Asset Dedication, LLC 0.00% No change 175 $43K
Hemington Wealth Management 0.01% Add +11.3% 177 $43K
CVA Family Office, LLC 0.01% Add +14.5% 174 $43K
Strategic Wealth Partners, Ltd. 0.00% Add +16.0% 174 $43K
Lanark Financial, Inc. 0.00% Reduce -37.5% 167 $41K
Smithfield Trust Co 0.00% No change 165 $41K
Golden State Wealth Management, LLC 0.00% Add +20.6% 164 $40K
TFC Financial Management, Inc. 0.01% Add +0.6% 158 $39K
TCTC Holdings, LLC 0.00% No change 154 $38K
Cedar Mountain Advisors, LLC 0.01% Add +0.7% 147 $36K
Capital Advisors, Ltd. LLC 0.00% No change 141 $35K
Cornerstone Planning Group LLC 0.01% Add +788.9% 160 $34K
Richardson Financial Services Inc. 0.02% Add +62.2% 133 $33K
Quaker Wealth Management, LLC 0.01% No change 132 $33K
ORG Partners LLC 0.01% Add +18.4% 122 $30K
West Financial Advisors, LLC 0.00% No change 118 $29K
Harbor Investment Advisory, LLC 0.00% No change 117 $29K
Key Financial Inc 0.01% No change 112 $29K
Manchester Capital Management LLC 0.00% Reduce -8.1% 114 $28K
Financial Freedom, LLC 0.01% Add +0.9% 108 $27K
Rise Advisors, LLC 0.01% Add +2.9% 106 $26K
Generali Asset Management SPA SGR 0.00% Reduce -99.2% 106 $26K
McIlrath & Eck, LLC 0.00% No change 103 $25K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 99 $24K
Physician Wealth Advisors, Inc. 0.00% Add +77.8% 96 $24K
GW&K Investment Management, LLC 0.00% Add +2.2% 93 $23K
Pineridge Advisors LLC 0.01% No change 90 $22K
Grove Bank & Trust 0.00% No change 86 $21K
Sunbelt Securities, Inc. 0.00% Add +13.3% 85 $21K
JFS Wealth Advisors, LLC 0.00% Reduce -1.2% 85 $21K
Bell Investment Advisors, Inc 0.00% Reduce -33.9% 84 $21K
City State Bank 0.01% No change 83 $20K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +3.8% 82 $20K
Stone House Investment Management, LLC 0.00% Add +2.5% 82 $20K
CoreFirst Bank & Trust 0.01% No change 80 $20K
Meeder Asset Management Inc. 0.00% Reduce -98.4% 78 $19K
Bruce G. Allen Investments, LLC 0.01% No change 77 $19K
Measured Wealth Private Client Group, LLC 0.00% New 74 $18K
Private Wealth Management Group, LLC 0.00% No change 73 $18K
AdvisorNet Financial, Inc 0.00% Add +2.9% 72 $18K
Salomon & Ludwin, LLC 0.00% Add +126.7% 68 $17K
Groupe la Francaise 0.00% Reduce -52.7% 78 $17K
Princeton Global Asset Management LLC 0.00% No change 69 $17K
JPL Wealth Management, LLC 0.00% New 68 $17K
Ancora Advisors LLC 0.00% No change 67 $16K
Financial Management Professionals, Inc. 0.00% No change 62 $15K
Tanglewood Legacy Advisors, LLC 0.01% No change 55 $14K
Fortitude Family Office, LLC 0.00% No change 53 $13K
Piscataqua Savings Bank 0.01% Reduce -23.1% 50 $12K
Rakuten Securities, Inc. 0.00% Add +33.3% 44 $11K
LRI Investments, LLC 0.00% No change 43 $11K
Inlight Wealth Management, LLC 0.01% No change 43 $11K
Hilltop National Bank 0.00% No change 42 $10K
Winch Advisory Services, LLC 0.00% No change 41 $10K
Tsfg, LLC 0.00% No change 42 $10K
Westfuller Advisors, LLC 0.00% New 40 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 40 $10K
Park Square Financial Group, LLC 0.04% Reduce -86.1% 38 $9K
Security National Bank 0.00% No change 37 $9K
Howard Hughes Medical Institute 0.01% Add +6.1% 35 $9K
St. Johns Investment Management Company, LLC 0.00% No change 35 $9K
Abound Wealth Management 0.00% No change 34 $8K
Cape Investment Advisory, Inc. 0.01% No change 33 $8K
T. Rowe Price Investment Management, Inc. 0.00% New 30 $8K
Dogwood Wealth Management LLC 0.00% Add +1500.0% 32 $8K
Marquette Asset Management, LLC 0.00% New 31 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 30 $7K
St Germain D J Co. Inc. 0.00% No change 30 $7K
Coston, McIsaac & Partners 0.00% No change 30 $7K
Avion Wealth 0.00% Add +14.8% 31 $7K
CBIZ Investment Advisory Services, LLC 0.00% Add +154.6% 28 $7K
Bare Financial Services, Inc 0.00% No change 26 $6K
Vermillion & White Wealth Management Group, LLC 0.00% No change 25 $6K
Centennial Bank 0.00% No change 25 $6K
Sachetta, LLC 0.00% No change 25 $6K
Elevation Wealth Partners, LLC 0.00% New 25 $6K
Foster Dykema Cabot & Partners, LLC 0.00% New 25 $6K
Cloud Capital Management, LLC 0.00% New 26 $6K
Clayton Financial Group LLC 0.00% New 23 $6K
Country Trust Bank 0.00% No change 23 $6K
Sound Income Strategies, LLC 0.00% No change 22 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 22 $5K
DiNuzzo Private Wealth, Inc. 0.00% No change 22 $5K
Montag A & Associates Inc. 0.00% Add +200.0% 21 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $5K
Raffa Wealth Management, LLC 0.00% Add +33.3% 20 $5K
Activest Wealth Management 0.00% Add +50.0% 18 $4K
Harvest Fund Management Co., Ltd 0.00% No change 16 $4K
Kilter Group LLC 0.00% Reduce -5.9% 16 $4K
Aspect Partners, LLC 0.00% No change 16 $4K
Wealth Watch Advisors, INC 0.00% New 16 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 16 $4K
Spire Wealth Management 0.00% No change 15 $4K
Hughes Financial Services, LLC 0.00% No change 18 $4K
Abich Financial Wealth Management LLC 0.00% — 14 $3K
North Capital, Inc. 0.00% Add +8.3% 13 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +85.7% 13 $3K
Dunhill Financial, LLC 0.00% No change 12 $3K
Ulland Investment Advisors, LLC 0.00% No change 13 $3K
Navigoe, LLC 0.00% New 15 $3K
Altshuler Shaham Ltd 0.00% Reduce -99.4% 11 $3K
Painted Porch Advisors LLC 0.00% No change 10 $3K
Rossby Financial, LCC 0.00% No change 9 $2K
Clark Wealth Partners 0.00% No change 11 $2K
Valley National Advisers Inc. 0.00% New 12 $2K
Highline Wealth Partners LLC 0.00% No change 8 $2K
Rialto Wealth Management, LLC 0.00% Add +14.3% 8 $2K
Prestige Wealth Management Group LLC 0.00% No change 8 $2K
Tortoise Investment Management, LLC 0.00% Add +60.0% 8 $2K
Principia Wealth Advisory, LLC 0.00% Add +16.7% 7 $2K
HFM Investment Advisors, LLC 0.00% No change 6 $1K
Bogart Wealth, LLC 0.00% Add +50.0% 6 $1K
Retirement Wealth Solutions LLC 0.00% New 5 $1K
Albion Financial Group 0.00% New 5 $1K
Palisade Asset Management, LLC 0.00% New 5 $1K
Nvwm, LLC 0.00% No change 5 $1K
Turning Point Benefit Group, Inc. 0.00% New 4 $1K
Strengthening Families & Communities, LLC 0.00% No change 4 $984
Cherry Tree Wealth Management, LLC 0.00% No change 4 $862
DecisionPoint Financial, LLC 0.00% Reduce -57.1% 3 $766
Seneschal Advisors, LLC 0.00% New 3 $739
American Capital Advisory, LLC 0.00% No change 3 $739
Financial Consulate, Inc. 0.00% New 3 $739
WestEnd Advisors, LLC 0.00% No change 3 $739
Plante Moran Financial Advisors, LLC 0.00% New 3 $739
Redwood Park Advisors LLC 0.00% No change 2 $493
WPG Advisers, LLC 0.00% No change 2 $492
Binnacle Investments Inc 0.00% New 2 $492
West Branch Capital LLC 0.00% No change 1 $247
Davis Capital Management 0.00% — 1 $246
Nova Wealth Management, Inc. 0.00% No change 1 $246
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 1 $246
IMA Advisory Services, Inc. 0.00% No change 1 $246
High Note Wealth, LLC 0.00% Reduce -88.9% 1 $246
Ogorek Anthony Joseph /NY/ 0.00% New 1 $0

"% of holder's portfolio" is GRMN's weight in each manager's 13F, not the share of Garmin Ltd. the manager owns.