GSK PLC-Spon ADRGSK

13F holders, Q1 2024 (March 31)
901holders
8famous investors
$42.77avg. 13F price*

At the end of Q1 2024, 901 institutions reported holding GSK PLC-Spon ADR (GSK) in their 13F filings. The largest holders were Dodge & Cox ($3.0B), FMR LLC ($1.1B) and JTC Employer Solutions Trustee Ltd ($909.1M). 8 famous investors held it, including Ken Fisher (0.3% of Fisher Asset Management's portfolio), Jeremy Grantham (0.2% of GMO's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
GSK PLC-Spon ADR
CUSIP
37733W204
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 901Q1 2024Q2 2024: 879Q2 2024Q3 2024: 894Q3 2024Q4 2024: 844Q4 2024Q1 2025: 854Q1 2025Q2 2025: 887Q2 2025Q3 2025: 892Q3 2025Q4 2025: 995Q4 2025Q1 2026: 1,033Q1 2026Q2 2026: 1,042Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions89$112.9M
Exits79$146.4M

Ownership 901 holders

Dodge & Cox 1.72% Reduce -0.2% 68,862,308 $3.0B
FMR LLC 0.07% Add +26.9% 24,581,222 $1.1B
JTC Employer Solutions Trustee Ltd 57.69% Add +71.3% 21,141,012 $909.1M
Fisher Asset Management 0.31% Add +4.2% 15,668,260 $671.7M
Primecap Management Co. 0.41% Add +5.4% 12,738,370 $546.1M
Morgan Stanley 0.04% Add +45.8% 12,471,037 $534.6M
T. Rowe Price Associates Inc. 0.06% Reduce -10.6% 11,465,413 $491.5M
Holocene Advisors, LP 1.38% Add +6.0% 8,719,644 $373.8M
Royal Bank of Canada 0.09% Reduce -1.7% 8,147,408 $349.3M
State Street Corp. 0.01% Reduce -1.3% 6,958,951 $301.2M
Mondrian Investment Partners LTD 3.25% Add +37.8% 5,510,840 $236.2M
Goldman Sachs Group Inc. 0.04% Add +1.2% 4,064,146 $174.2M
Provident Trust Co. 3.04% Add +2.8% 3,819,540 $163.7M
HSBC Holdings PLC 0.12% Add +51.2% 3,773,028 $161.7M
Eversept Partners, LP 12.08% Add +26.9% 3,771,994 $161.7M
Equity Investment Corp. 3.64% Add +4.8% 3,398,571 $145.7M
Hotchkis & Wiley Capital Management LLC 0.39% Reduce -0.4% 2,739,280 $117.4M
Citigroup Inc. 0.11% Add +443.4% 2,408,367 $103.2M
Douglas Lane & Associates, LLC 1.35% Reduce -0.7% 2,220,551 $95.2M
Acadian Asset Management LLC 0.33% Add +180.0% 2,219,798 $95.1M
Camber Capital Management LP 3.29% No change 2,175,000 $93.2M
Bank of America Corp. 0.01% Add +10.3% 2,173,041 $93.2M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -56.3% 2,106,272 $90.3M
Envestnet Asset Management Inc. 0.03% Add +7.9% 2,044,698 $87.7M
Wells Fargo & Company 0.02% Reduce -22.8% 1,906,720 $81.7M
Clark Capital Management Group, Inc. 0.58% Add +3.4% 1,817,055 $77.9M
BlackRock Inc. 0.00% Add +21.4% 1,797,330 $77.1M
Renaissance Technologies 0.12% Reduce -35.1% 1,793,393 $76.9M
Aristotle Capital Management, LLC 0.14% Add +0.0% 1,764,462 $75.6M
Capital Research Global Investors 0.02% No change 1,753,035 $75.2M
JPMorgan Chase & Co. 0.01% Add +64.7% 1,741,688 $74.7M
Northern Trust Corp. 0.01% Reduce -1.1% 1,715,132 $73.5M
Dimensional Fund Advisors LP 0.02% Reduce -5.1% 1,686,706 $72.3M
Brandywine Global Investment Management, LLC 0.52% Add +6.1% 1,662,014 $71.3M
Magnetar Financial LLC 1.85% Add +17.3% 1,651,754 $70.8M
Wellington Management Group LLP 0.01% Add +50.5% 1,570,267 $67.3M
GMO 0.24% Reduce -10.1% 1,508,965 $64.7M
Adage Capital Partners Gp, L.L.C. 0.11% Add +59.8% 1,304,320 $55.9M
LMR Partners LLP 1.90% New 1,232,283 $52.8M
Captrust Financial Advisors 0.19% Add +18.7% 1,440,810 $52.8M
Raymond James & Associates 0.03% Add +5.6% 1,187,964 $50.9M
Letko, Brosseau & Associates Inc. 0.88% Reduce -0.1% 1,178,195 $50.5M
Russell Investments Group, Ltd. 0.08% Add +25.8% 1,117,212 $47.9M
Brandes Investment Partners, LP 0.60% Add +1.8% 1,084,413 $46.5M
Macquarie Group Ltd. 0.05% Reduce -9.6% 1,022,071 $43.8M
Manufacturers Life Insurance Company, The 0.04% Reduce -2.1% 1,009,446 $43.3M
Armistice Capital, LLC 1.10% Reduce -56.1% 964,000 $41.3M
Morningstar Investment Services LLC 0.45% Reduce -57.5% 942,076 $40.5M
Bank of New York Mellon Corp 0.01% Reduce -4.4% 856,868 $36.7M
Sei Investments Co. 0.05% Add +24.7% 806,934 $34.6M
GW Henssler & Associates Ltd. 2.00% Reduce -1.2% 793,582 $34.0M
Causeway Capital Management LLC 0.83% Reduce -7.3% 737,185 $31.6M
UBS Group AG 0.01% Add +19.9% 657,464 $28.2M
Schonfeld Strategic Advisors LLC 0.21% Reduce -10.5% 610,338 $26.2M
Van Eck Associates Corp. 0.04% Add +13.0% 598,434 $25.7M
Stifel Financial Corp. 0.03% Reduce -8.4% 583,653 $25.0M
APG Asset Management N.V. 0.04% Add +138.9% 620,596 $24.6M
Pacer Advisors, Inc. 0.06% Add +3.0% 569,395 $24.4M
LPL Financial LLC 0.01% Reduce -1.6% 547,672 $23.5M
Point72 Asset Management 0.07% Add +2089.9% 543,100 $23.3M
Ameriprise Financial Inc. 0.01% Reduce -12.3% 540,498 $23.2M
Welch & Forbes LLC 0.31% No change 520,651 $22.3M
Cerity Partners LLC 0.06% Add +319.6% 496,069 $21.2M
Commonwealth Equity Services, LLC 0.03% Reduce -7.0% 471,676 $20.2M
Thomasville National Bank 1.60% Add +5.3% 453,795 $19.5M
Groupama Asset Managment 0.33% New 830,968 $17.9M
Callodine Capital Management, LP 4.17% Reduce -11.1% 400,000 $17.1M
Cibc World Market Inc. 0.04% Add +22.3% 390,944 $16.8M
Cambiar Investors LLC 0.62% Reduce -8.3% 390,593 $16.7M
American Century Companies Inc. 0.01% Add +13.5% 382,631 $16.4M
NorthCrest Asset Manangement, LLC 0.55% Add +2.4% 378,432 $16.2M
Natixis Advisors, LLC 0.04% Add +16.0% 377,716 $16.2M
HighTower Advisors, LLC 0.03% Add +0.3% 375,664 $16.1M
Balyasny Asset Management L.P. 0.04% Add +710.7% 373,122 $16.0M
Moran Wealth Management, LLC 0.49% Add +64.2% 356,216 $15.3M
Kornitzer Capital Management Inc. 0.28% Reduce -0.2% 356,103 $15.3M
Rockefeller Capital Management L.P. 0.04% Reduce -2.7% 351,053 $15.0M
Janney Montgomery Scott LLC 0.04% Add +10.5% 346,185 $14.8M
Bank of Montreal 0.00% Add +1.4% 341,365 $14.7M
Osaic Holdings, Inc. 0.03% Reduce -33.0% 331,397 $14.2M
Silvercrest Asset Management Group LLC 0.10% No change 331,314 $14.2M
Foundry Partners, LLC 0.75% Add +47.7% 328,719 $14.1M
Cullen/Frost Bankers, Inc. 0.20% Add +82.1% 321,322 $13.8M
Soleus Capital Management, L.P. 1.20% Reduce -75.0% 319,217 $13.7M
Sound Income Strategies, LLC 1.00% Add +6.3% 313,323 $13.4M
ExodusPoint Capital Management, LP 0.17% Add +31.5% 311,337 $13.3M
Tang Capital Management LLC 1.34% No change 300,000 $12.9M
Lone Peak Global Investors LLC 3.21% Add +2.8% 295,258 $12.7M
Cetera Investment Advisers 0.03% Add +300.5% 281,168 $12.1M
Old Mission Capital LLC 0.29% Add +39.1% 277,625 $11.9M
PNC Financial Services Group, Inc. 0.01% Reduce -10.5% 266,225 $11.4M
Sio Capital Management, LLC 3.94% Reduce -53.9% 263,445 $11.3M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -11.7% 259,953 $11.1M
Greystone Financial Group, LLC 2.09% Add +1147.0% 243,814 $10.5M
Boothbay Fund Management, LLC 0.32% Add +11.7% 238,676 $10.2M
Hillman Capital Management, Inc. 3.22% Add +0.0% 233,486 $10.0M
U.S. Capital Wealth Advisors, LLC 0.39% Reduce -1.3% 230,614 $9.9M
MML Investors Services, LLC 0.04% Add +4.8% 229,919 $9.9M
Euro Pacific Asset Management, LLC 1.95% Reduce -2.7% 227,789 $9.6M
Citadel Advisors 0.01% Add +83.7% 217,384 $9.3M
Pathstone Holdings, LLC 0.04% Add +9.0% 213,134 $9.1M
Clean Yield Group 3.54% Reduce -0.5% 212,442 $9.1M
First Trust Advisors LP 0.01% New 208,733 $8.9M
Foster Victor Wealth Advisors, LLC 0.81% Add +44.5% 216,450 $8.8M
Canal Insurance CO 2.24% No change 202,500 $8.7M
Federated Hermes, Inc. 0.02% Reduce -5.2% 202,268 $8.7M
Altrius Capital Management Inc 2.11% Add +7.4% 194,962 $8.4M
Creative Planning 0.01% Add +3.4% 193,924 $8.3M
Owl Creek Asset Management, L.P. 1.18% Add +89.8% 193,031 $8.3M
Stockman Wealth Management, Inc. 1.45% Add +1.2% 191,132 $8.2M
Stamos Capital Partners, L.P. 1.86% Add +11.6% 190,950 $8.2M
Cwm, LLC 0.04% Reduce -7.2% 184,933 $7.9M
Franklin Resources Inc. 0.00% Add +186.2% 184,115 $7.9M
US Bancorp \de 0.01% Add +54.6% 181,647 $7.8M
QRG Capital Management, Inc. 0.10% Add +28.1% 181,165 $7.8M
Truist Financial Corp. 0.01% Reduce -31.4% 180,759 $7.7M
HRT Financial LP 0.05% Reduce -65.2% 180,021 $7.7M
Bell Bank 0.65% Add +0.2% 175,760 $7.5M
Synovus Financial Corp. 0.09% Add +22.6% 168,013 $7.2M
Employees Retirement System of Texas 0.08% Reduce -27.2% 167,711 $7.2M
Meritage Portfolio Management 0.45% Reduce -6.5% 165,510 $7.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.7% 157,266 $6.7M
Baird Financial Group, Inc. 0.01% Reduce -20.2% 155,945 $6.7M
Financial Counselors Inc. 0.11% Reduce -0.8% 152,221 $6.5M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.8% 149,169 $6.4M
Mercer Global Advisors Inc. 0.02% Add +12.7% 147,069 $6.3M
Jacobs & Co. 0.66% Reduce -3.0% 145,720 $6.2M
Simmons Bank 0.46% Add +3.7% 143,818 $6.2M
O'shaughnessy Asset Management, LLC 0.06% Add +10.7% 136,740 $5.9M
Bridgewater Associates 0.03% Reduce -36.8% 135,294 $5.8M
Onex Canada Asset Management Inc. 0.58% Reduce -14.4% 267,680 $5.8M
D.A. Davidson & Co. 0.05% Add +1.9% 131,756 $5.6M
Hennessy Advisors Inc. 0.24% Reduce -3.0% 131,660 $5.6M
Oxbow Advisors, LLC 0.80% Add +0.2% 130,568 $5.6M
Jane Street Group, LLC 0.01% Reduce -71.6% 128,637 $5.5M
Advisory Research Inc. 1.06% Reduce -5.6% 124,573 $5.3M
ProVise Management Group, LLC 0.46% Add +4.8% 123,603 $5.3M
Tweedy, Browne Co LLC 0.25% Reduce -1.1% 123,044 $5.3M
Advisors Asset Management, Inc. 0.10% Add +5.8% 119,736 $5.1M
Robinson Value Management, Ltd. 3.42% Reduce -7.2% 118,870 $5.1M
Cohen Klingenstein LLC 0.19% Reduce -4.5% 118,340 $5.1M
Atom Investors LP 0.63% Add +1006.6% 116,706 $5.0M
Buckhead Capital Management LLC 1.65% Add +6.0% 113,534 $4.9M
Private Advisory Group LLC 0.67% Add +134.8% 109,838 $4.7M
Mariner, LLC 0.01% Reduce -7.3% 104,735 $4.5M
Stablepoint Partners, LLC 0.91% Add +6.5% 104,265 $4.5M
New York State Common Retirement Fund 0.01% Add +1439.4% 102,032 $4.4M
Sphera Funds Management LTD. 0.69% No change 100,000 $4.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +20.4% 99,279 $4.3M
Ethic Inc. 0.11% Add +1.1% 98,318 $4.2M
Barclays PLC 0.00% Add +1485.3% 96,294 $4.1M
Oppenheimer Asset Management Inc. 0.06% Reduce -13.5% 94,985 $4.1M
Quantinno Capital Management LP 0.09% Add +12.7% 94,644 $4.1M
Steward Partners Investment Advisory, LLC 0.04% Add +530.8% 92,677 $4.0M
Semmax Financial Advisors Inc. 1.30% Reduce -7.7% 87,583 $4.0M
Charles Schwab Investment Management Inc. 0.00% Add +44.4% 91,692 $3.9M
First Hawaiian Bank 0.12% Add +3.3% 90,952 $3.9M
Visionary Wealth Advisors 0.26% Reduce -4.4% 89,498 $3.8M
Advisory Services Network, LLC 0.08% Add +28.3% 87,529 $3.8M
John G Ullman & Associates Inc. 0.57% Reduce -2.6% 86,460 $3.7M
Nicholas Company, Inc. 0.06% Reduce -46.9% 85,665 $3.7M
Logan Capital Management Inc. 0.15% Add +4.8% 83,389 $3.6M
Haverford Trust Co 0.04% Reduce -2.8% 83,295 $3.6M
Susquehanna International Group, LLP 0.01% Add +37.6% 82,766 $3.5M
Scotia Capital Inc. 0.02% Reduce -1.3% 81,928 $3.5M
Hantz Financial Services, Inc. 0.07% Add +0.6% 81,491 $3.5M
Advisors Management Group Inc. 0.87% Reduce -0.9% 81,456 $3.5M
Long Run Wealth Advisors, LLC 0.91% Add +3.6% 81,006 $3.5M
Private Advisor Group, LLC 0.02% Add +13.1% 79,606 $3.4M
National Bank of Canada 0.01% Add +3.6% 75,005 $3.4M
Roberts Wealth Advisors, LLC 1.25% Add +2.4% 82,353 $3.3M
Ritholtz Wealth Management 0.11% Add +38.4% 77,544 $3.3M
Townsquare Capital LLC 0.05% New 75,837 $3.3M
Kempner Capital Management Inc. 1.75% Reduce -0.0% 75,432 $3.2M
Wallace Capital Management Inc. 0.44% Reduce -3.7% 74,944 $3.2M
Corient Private Wealth LP 0.01% Add +9.7% 74,128 $3.2M
Avantax Advisory Services, Inc. 0.03% Reduce -1.9% 73,634 $3.2M
Philadelphia Trust Co. 0.25% Add +3.7% 72,622 $3.1M
United Capital Financial Advisors, LLC 0.03% Reduce -33.8% 71,067 $3.0M
Glenmede Trust Co. NA 0.01% Add +0.2% 69,582 $3.0M
Capital Fund Management S.A. 0.04% Reduce -82.2% 68,842 $3.0M
Bar Harbor Wealth Management 0.19% No change 67,092 $2.9M
Oppenheimer & Co. Inc. 0.05% Reduce -4.2% 66,671 $2.9M
Bard Financial Services, Inc. 0.30% Add +62.1% 66,545 $2.9M
Yelin Lapidot Holdings Management Ltd. 0.58% No change 66,128 $2.8M
Park Avenue Securities LLC 0.04% Add +8.4% 65,751 $2.8M
Old Port Advisors 0.86% Add +6.0% 65,399 $2.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.33% Reduce -1.1% 65,252 $2.8M
Knott David M Jr 0.99% No change 65,000 $2.8M
Icon Advisers Inc. 0.61% No change 64,800 $2.7M
Danske Bank A/S 0.01% — 63,370 $2.7M
Voya Investment Management LLC 0.00% New 63,370 $2.7M
WealthTrust Axiom LLC 0.87% Add +4.5% 63,152 $2.7M
AIMZ Investment Advisors, LLC 1.01% Reduce -1.9% 62,932 $2.7M
Kestra Advisory Services, LLC 0.02% Add +56.3% 62,635 $2.7M
Summit Global Investments 0.19% Add +51.3% 59,577 $2.6M
Hohimer Wealth Management, LLC 0.59% Reduce -0.7% 59,194 $2.5M
Aquatic Capital Management LLC 0.08% Reduce -23.5% 58,900 $2.5M
Prudential Financial Inc. 0.00% Add +16.2% 58,174 $2.5M
Arkadios Wealth Advisors 0.19% Reduce -0.3% 58,007 $2.5M
Gilman Hill Asset Management, LLC 0.44% Add +5.2% 57,452 $2.5M
Susquehanna International Group Ltd. 0.58% New 57,388 $2.5M
AMG National Trust Bank 0.07% Reduce -2.3% 57,132 $2.4M
Lazard Asset Management LLC 0.00% Add +93.3% 55,978 $2.4M
M&T Bank Corp 0.01% Reduce -4.9% 55,045 $2.4M
China Universal Asset Management Co., Ltd. 0.30% No change 54,345 $2.4M
Atria Investments, Inc 0.03% Add +27.6% 54,657 $2.3M
Cardinal Capital Management 0.38% Add +8.7% 54,174 $2.3M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +4.5% 53,892 $2.3M
Sigma Planning Corp 0.07% Add +104.9% 53,776 $2.3M
Greenwood Capital Associates LLC 0.30% Reduce -5.5% 53,200 $2.3M
Bonness Enterprises Inc. 0.82% No change 52,960 $2.3M
Thrivent Financial for Lutherans 0.00% Add +7.8% 52,693 $2.3M
Nuveen Asset Management, LLC 0.00% Add +37.4% 52,415 $2.3M
Holowesko Partners Ltd. 0.91% No change 52,000 $2.2M
Trustmark Bank Trust Department 0.18% Reduce -0.5% 51,520 $2.2M
Exencial Wealth Advisors, LLC 0.08% Reduce -4.0% 50,879 $2.2M
Principal Securities, Inc. 0.07% Add +0.6% 50,669 $2.2M
Vanguard Personalized Indexing Management, LLC 0.05% Add +28.1% 50,513 $2.2M
Schechter Investment Advisors, LLC 0.16% Add +37.6% 50,408 $2.2M
Anchor Investment Management, LLC 0.22% Reduce -0.8% 49,587 $2.1M
Naples Global Advisors, LLC 0.21% Add +0.7% 48,494 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -15.2% 48,024 $2.1M
Empire Financial Management Company, LLC 0.65% Add +75.5% 46,212 $2.0M
Bessemer Group Inc. 0.00% Reduce -8.0% 45,402 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +3.1% 45,235 $1.9M
Americana Partners, LLC 0.16% Reduce -5.2% 44,655 $1.9M
Quantbot Technologies LP 0.11% Reduce -69.2% 44,556 $1.9M
KG Capital Management 0.76% Reduce -7.6% 44,583 $1.9M
Naviter Wealth, LLC 0.31% Reduce -1.9% 43,919 $1.9M
Cinctive Capital Management LP 0.10% New 44,275 $1.9M
Raymond James Trust N.A. 0.04% Reduce -1.6% 43,302 $1.9M
NewEdge Advisors, LLC 0.02% Add +4.6% 43,255 $1.9M
Optimist Retirement Group LLC 0.95% Add +38.9% 43,183 $1.9M
Capital Investment Counsel, LLC 0.40% Reduce -18.0% 43,054 $1.8M
Aberdeen Group plc 0.00% No change 41,852 $1.8M
B. Riley Wealth Advisors, Inc. 0.05% Add +15.0% 48,795 $1.8M
Nicholas Hoffman & Company, LLC. 0.09% Reduce -1.3% 41,494 $1.8M
Fred Alger Management, LLC 0.01% Add +20.8% 41,068 $1.8M
Equitable Holdings, Inc. 0.02% Reduce -9.2% 41,067 $1.8M
Invesco Ltd. 0.00% Reduce -10.5% 40,767 $1.7M
Twin City Private Wealth, LLC 1.72% — 40,283 $1.7M
Brown Advisory Inc. 0.00% Add +3.0% 40,473 $1.7M
Marks Group Wealth Management, Inc 0.18% Reduce -7.3% 40,292 $1.7M
American Assets Investment Management, LLC 0.16% No change 40,000 $1.7M
NewEdge Wealth, LLC 0.04% Reduce -0.7% 39,057 $1.7M
Citizens & Northern Corp. 0.56% Reduce -2.6% 38,543 $1.7M
Keystone Financial Planning, Inc. 0.53% Reduce -17.0% 38,378 $1.6M
Tocqueville Asset Management L.P. 0.03% Reduce -8.9% 37,950 $1.6M
Ameritas Advisory Services, LLC 0.07% Add +34.2% 37,263 $1.6M
Vestmark Advisory Solutions, Inc. 0.07% Add +1.4% 37,377 $1.6M
W1M Asset Management Ltd 0.12% Add +12.3% 37,066 $1.6M
Yousif Capital Management, LLC 0.02% No change 36,256 $1.6M
Cumberland Partners Ltd 0.11% Add +80.0% 36,000 $1.5M
Vise Technologies, Inc. 0.30% Add +5.8% 35,484 $1.5M
Stephens Inc. 0.02% Reduce -0.2% 35,288 $1.5M
Syon Capital LLC 0.14% Add +1.7% 35,288 $1.5M
AlphaCentric Advisors LLC 0.91% No change 35,000 $1.5M
Summit Securities Group LLC 0.69% Reduce -32.6% 34,936 $1.5M
Neuberger Berman Group LLC 0.00% Add +5.8% 34,311 $1.5M
Kavar Capital Partners Group, LLC 0.27% Reduce -15.8% 33,594 $1.4M
Lanark Financial, Inc. 0.13% Reduce -1.7% 33,335 $1.4M
MAI Capital Management 0.01% Add +134.2% 33,148 $1.4M
Global Retirement Partners, LLC 0.05% Add +3.1% 33,105 $1.4M
Roanoke Asset Management Corp./ NY 0.47% Reduce -0.7% 32,783 $1.4M
Signaturefd, LLC 0.03% Add +9.3% 32,701 $1.4M
Aspen Grove Capital, LLC 0.39% No change 32,197 $1.4M
Argent Trust Co 0.06% Add +0.2% 32,489 $1.4M
Greenwich Wealth Management LLC 0.11% No change 32,097 $1.4M
Arjuna Capital 0.39% Add +2.6% 32,078 $1.4M
Shepherd Kaplan Krochuk, LLC 1.09% Add +1.3% 31,879 $1.4M
Qtron Investments LLC 0.19% No change 31,811 $1.4M
Auxier Asset Management LLC 0.21% Reduce -5.6% 31,712 $1.4M
Pinnacle Associates Ltd. 0.02% Reduce -4.4% 31,474 $1.3M
Callahan Advisors, LLC 0.14% No change 30,875 $1.3M
Atria Wealth Solutions, Inc. 0.01% Reduce -4.3% 30,628 $1.3M
DGS Capital Management, LLC 0.37% Add +1.5% 30,691 $1.3M
Saturna Capital Corp. 0.02% Add +2.1% 30,042 $1.3M
Crossmark Global Holdings, Inc. 0.02% Reduce -4.0% 29,740 $1.3M
Chelsea Counsel Co. 0.72% No change 29,360 $1.3M
Cresset Asset Management, LLC 0.01% Reduce -3.3% 29,300 $1.3M
Snowden Capital Advisors LLC 0.04% Add +18.2% 29,023 $1.3M
Ingalls & Snyder LLC 0.05% Add +5.9% 28,647 $1.2M
United Bank 0.62% Add +2.9% 28,318 $1.2M
XML Financial, LLC 0.12% Reduce -10.7% 27,953 $1.2M
DAVENPORT & Co LLC 0.01% Reduce -11.9% 27,755 $1.2M
Clearbridge Investments, LLC 0.00% Reduce -9.7% 27,354 $1.2M
Tidal Investments LLC 0.02% Add +6.7% 27,335 $1.2M
Nicolet Bankshares Inc. 0.24% Add +1.1% 27,105 $1.2M
Kestra Private Wealth Services, LLC 0.03% Add +49.5% 26,980 $1.2M
Brookstone Capital Management 0.02% Reduce -3.7% 26,650 $1.1M
Quintet Private Bank (Europe) S.A. 0.05% New 22,888 $1.1M
Regions Financial Corp. 0.01% Add +2.6% 26,036 $1.1M
Premier Path Wealth Partners, LLC 0.21% Add +17.6% 25,920 $1.1M
IMC-Chicago, LLC 0.04% Add +5.0% 25,852 $1.1M
Moors & Cabot, Inc. 0.06% Reduce -4.7% 25,695 $1.1M
Huber Capital Management LLC 0.25% Reduce -0.1% 25,692 $1.1M
Balentine LLC 0.03% Add +0.8% 25,653 $1.1M
Argent Advisors, Inc. 0.43% Add +8.7% 25,630 $1.1M
Green Alpha Advisors, LLC 0.79% Add +43.4% 25,495 $1.1M
LSV Asset Management 0.00% No change 25,420 $1.1M
Great Lakes Retirement, Inc. 0.16% Reduce -2.8% 25,379 $1.1M
Caldwell Trust Co 0.13% Add +2610.6% 25,371 $1.1M
Horizon Kinetics Asset Management LLC 0.02% No change 25,165 $1.1M
First Trust Direct Indexing L.P. 0.08% Add +4.5% 25,128 $1.1M
Royal Fund Management, LLC 0.12% Add +1.8% 24,831 $1.1M
Enterprise Bank & Trust Co 0.36% Reduce -1.9% 24,784 $1.1M
Trust Co. of Toledo NA 0.17% Add +37.3% 24,634 $1.1M
Lafayette Investments, Inc. 0.24% No change 24,600 $1.1M
Beverly Hills Private Wealth, LLC 0.24% Add +26.9% 24,501 $1.1M
Leo Wealth, LLC 0.11% Add +4.9% 24,142 $1.0M
Ativo Capital Management LLC 1.03% Add +0.4% 23,964 $1.0M
Regal Investment Advisors LLC 0.07% Add +0.7% 23,876 $1.0M
CWA Asset Management Group, LLC 0.06% Reduce -5.0% 23,605 $1.0M
Meyer Handelman Co. 0.04% No change 23,587 $1.0M
Blair William & Co. 0.00% Add +14.9% 23,493 $1.0M
Hills Bank & Trust Co 0.09% Add +10.3% 23,475 $1.0M
Cubist Systematic Strategies, LLC 0.01% Reduce -58.5% 22,931 $983K
Peapack Gladstone Financial Corp. 0.02% Reduce -1.3% 22,881 $980K
Stratos Wealth Partners, LTD. 0.02% Reduce -2.9% 22,775 $976K
Keybank National Association 0.00% Reduce -9.3% 22,625 $970K
Northwest Bank & Trust Co 0.89% Reduce -1.4% 23,247 $963K
Intrua Financial, LLC 0.15% Reduce -1.7% 22,407 $961K
Central Pacific Bank - Trust Division 0.13% — 22,549 $957K
Viawealth, LLC 0.60% Reduce -2.8% 22,235 $953K
Highland Capital Management, LLC 0.05% Add +0.2% 22,178 $951K
Sequoia Financial Advisors, LLC 0.01% Add +4.7% 22,177 $951K
Cloverfields Capital Group, LP 0.31% Add +2.0% 21,647 $928K
Choate Investment Advisors 0.02% Reduce -12.2% 21,550 $924K
New England Research & Management, Inc. 0.44% Reduce -2.3% 21,138 $906K
AdvisorNet Financial, Inc 0.09% Add +1.6% 21,053 $903K
GYL Financial Synergies, LLC 0.07% Reduce -1.9% 20,987 $900K
Alyeska Investment Group, L.P. 0.01% New 20,804 $892K
Leisure Capital Management 0.44% Reduce -1.6% 20,584 $882K
True Wealth Design, LLC 0.22% Reduce -2.0% 20,581 $882K
Diversified Trust Co. 0.03% New 20,478 $878K
Monograph Wealth Advisors, LLC 0.13% New 20,042 $867K
O'ROURKE & COMPANY, Inc 0.50% Reduce -12.6% 20,146 $864K
Guggenheim Capital LLC 0.01% Reduce -3.8% 20,132 $863K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -6.1% 20,028 $859K
Abundance Wealth Counselors 0.20% Add +7.3% 19,816 $850K
Lazari Capital Management, Inc. 0.45% Reduce -3.6% 19,484 $835K
Graham Capital Management, L.P. 0.04% New 19,223 $824K
Elevation Point Wealth Partners, LLC 0.06% Add +51.1% 19,154 $821K
Csenge Advisory Group 0.05% Add +20.6% 19,127 $820K
AE Wealth Management LLC 0.01% Reduce -62.7% 19,054 $817K
Voya Financial Advisors, Inc. 0.09% Add +6.9% 18,985 $816K
Investors Research Corp 0.19% Add +11.4% 19,000 $815K
Nordwand Advisors, LLC 0.31% Reduce -59.9% 18,858 $808K
Bailard, Inc. 0.02% Add +7.2% 18,525 $794K
TD Waterhouse Canada Inc. 0.01% Reduce -3.4% 17,771 $776K
Barry Investment Advisors, LLC 0.26% Reduce -12.6% 18,054 $774K
Cadence Bank 0.06% Add +9.6% 17,910 $768K
Independent Advisor Alliance 0.03% Reduce -10.7% 17,845 $765K
Waters Parkerson & Co., LLC 0.04% Reduce -0.3% 17,818 $764K
Mengis Capital Management, Inc. 0.12% New 17,766 $762K
SG Americas Securities, LLC 0.00% Add +448.7% 17,690 $758K
IHT Wealth Management, LLC 0.03% Add +49.4% 17,622 $755K
Apollon Wealth Management, LLC 0.02% Reduce -11.3% 17,520 $751K
Rothschild Investment LLC 0.05% Add +0.3% 17,485 $750K
Quadrant Capital Group LLC 0.06% Add +3.6% 17,330 $743K
Kingsview Wealth Management, LLC 0.02% Add +3.4% 17,276 $741K
Integrated Wealth Concepts LLC 0.01% Reduce -0.9% 17,268 $740K
Founders Financial Securities LLC 0.08% New 17,218 $738K
Washington Capital Management, Inc. 0.60% Reduce -0.2% 17,137 $735K
Horizon Investments, LLC 0.02% Add +100141.2% 17,041 $731K
Fiduciary Trust Co 0.01% Add +14.4% 17,024 $730K
Dynamic Advisor Solutions LLC 0.02% Reduce -69.5% 16,881 $724K
Ignite Planners, LLC 0.20% Reduce -32.4% 16,968 $720K
Napatree Capital LLC 0.69% Reduce -12.0% 17,321 $718K
Florida Trust Wealth Management Co 0.02% Add +0.5% 16,731 $717K
Mesirow Financial Investment Management, Inc. 0.02% Add +2.8% 16,663 $714K
Aaron Wealth Advisors LLC 0.10% Add +36.4% 16,657 $714K
Orion Porfolio Solutions, LLC 0.01% Add +1.5% 16,597 $712K
Orion Portfolio Solutions, LLC 0.01% Add +1.5% 16,597 $712K
Nwam LLC 0.06% Add +126.3% 16,080 $710K
Rhumbline Advisers 0.00% Add +29.1% 16,511 $708K
Eudaimonia Advisors LLC 0.38% New 16,499 $707K
Whittier Trust Co. 0.01% Reduce -52.3% 16,364 $701K
KLR Investment Advisors, LLC 0.51% New 17,263 $701K
Prospera Financial Services Inc 0.02% Add +25.0% 16,325 $700K
Carr Financial Group Corp 0.23% Add +1.4% 16,014 $687K
Cookson Peirce & Co. Inc. 0.04% New 16,003 $686K
Jamison Private Wealth Management, Inc. 0.11% Add +0.9% 15,773 $676K
Lido Advisors, LLC 0.01% Add +77.3% 15,591 $672K
Pinnacle Financial Partners Inc 0.01% Add +33.6% 15,672 $672K
NorthCoast Asset Management LLC 0.01% New 15,589 $668K
Ancora Advisors LLC 0.02% Add +4.0% 15,442 $662K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +5.8% 15,350 $658K
Alhambra Investment Management LLC 0.36% Reduce -1.5% 15,191 $651K
EPG Wealth Management LLC 0.16% Add +1.4% 15,178 $651K
Ballentine Partners, LLC 0.01% Reduce -19.6% 15,081 $647K
V-Square Quantitative Management LLC 0.09% No change 15,274 $646K
Hilltop National Bank 0.22% — 15,011 $644K
Investment Partners Asset Management, Inc. 0.58% No change 14,960 $641K
Cardiff Park Advisors, LLC 0.06% New 14,959 $641K
Monetary Management Group Inc. 0.18% New 14,910 $639K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -2.6% 14,825 $637K
PFG Investments, LLC 0.04% Add +71.7% 14,758 $633K
Cyndeo Wealth Partners, LLC 0.05% No change 14,748 $632K
Mirador Capital Partners LP 0.12% Add +5.2% 14,733 $632K
Buckingham Strategic Wealth, LLC 0.01% Reduce -8.6% 14,721 $631K
VAUGHAN & Co SECURITIES, INC. 0.40% Reduce -11.1% 14,633 $627K
Canal Capital Management, LLC 0.10% Reduce -2.7% 14,573 $625K
Profund Advisors LLC 0.02% Reduce -12.3% 14,546 $624K
B. Metzler seel. Sohn & Co. AG 0.01% No change 14,510 $622K
Lincoln National Corp. 0.01% Reduce -3.2% 14,417 $618K
Ellevest, Inc. 0.04% Reduce -7.8% 14,346 $615K
Chapin Davis, Inc. 0.22% Add +2.1% 14,231 $610K
Willner & Heller, LLC 0.60% No change 13,973 $599K
Wilbanks Smith & Thomas Asset Management LLC 0.02% Reduce -1.9% 13,950 $598K
Fifth Third Bancorp 0.00% Add +55.5% 13,949 $598K
Signal Advisors Wealth, LLC 0.15% Reduce -3.6% 13,922 $597K
EP Wealth Advisors, LLC 0.01% Add +24.8% 13,846 $594K
Sutton Place Investors LLC 0.29% Add +10.3% 13,839 $593K
AlphaCore Capital LLC 0.16% Add +0.1% 13,641 $590K
Valeo Financial Advisors, LLC 0.02% Add +0.4% 14,329 $585K
Money Concepts Capital Corp. 0.05% Reduce -1.1% 13,579 $582K
Allspring Global Investments Holdings, LLC 0.00% Add +43.8% 13,546 $581K
Ledyard National Bank 0.06% Add +97.5% 13,366 $573K
Sowell Financial Services LLC 0.03% Add +3.7% 13,233 $573K
Sanders Morris Harris LLC 0.11% Add +4.4% 13,360 $573K
Wintrust Investments LLC 0.05% Reduce -5.5% 13,247 $568K
Foguth Wealth Management, LLC. 0.30% — 13,232 $567K
Freedom Investment Management, Inc. 0.05% Reduce -9.4% 13,230 $567K
Mgo One Seven LLC 0.03% Reduce -16.1% 13,211 $566K
Beutel, Goodman & Co Ltd. 0.00% Add +0.8% 13,160 $564K
Abel Hall, LLC 0.42% Add +0.8% 13,156 $564K
Brighton Jones LLC 0.02% New 13,136 $563K
Amundi 0.00% New 14,191 $557K
Dearborn Partners LLC 0.02% Add +21.5% 12,992 $557K
IFG Advisory, LLC 0.04% Reduce -9.5% 12,967 $556K
AQR Capital Management 0.00% New 12,960 $556K
Wealth Alliance Advisory Group, LLC 0.13% Add +0.5% 12,867 $552K
Compound Planning, Inc. 0.05% Add +27.4% 12,716 $545K
Excalibur Management Corp. 0.23% Add +0.8% 12,631 $541K
Level Four Advisory Services, LLC 0.03% No change 14,478 $537K
Wolverine Trading, LLC 0.01% Add +83.3% 12,510 $536K
CIBC Private Wealth Group LLC 0.00% Add +39.2% 12,413 $527K
Mutual Advisors, LLC 0.02% Add +21.5% 12,279 $526K
Moneco Advisors, LLC 0.08% Reduce -2.0% 12,185 $522K
Wedbush Securities Inc. 0.02% Reduce -37.8% 12,168 $522K
Caprock Group, LLC 0.03% Add +4.7% 12,057 $522K
NBT Bank, N.A. 0.04% Add +3.7% 12,078 $518K
Jacobi Capital Management LLC 0.05% Add +1.5% 11,940 $512K
Aull & Monroe Investment Management Corp 0.23% Reduce -3.6% 11,868 $509K
Vontobel Holding Ltd. 0.00% Reduce -9.4% 11,847 $508K
Vident Advisory, LLC 0.01% Add +11.0% 11,834 $507K
Johnson Investment Counsel Inc. 0.01% Add +18.5% 11,805 $506K
Integrated Advisors Network LLC 0.03% Add +19.5% 11,697 $502K
Evergreen Capital Management LLC 0.02% Add +2.2% 11,569 $501K
Thrive Wealth Management, LLC 0.10% Add +23.3% 11,642 $499K
SVB Wealth LLC 0.01% Reduce -12.3% 11,599 $497K
Checchi Capital Advisers, LLC 0.04% Add +8.9% 11,508 $493K
Flagship Harbor Advisors, LLC 0.03% Reduce -3.9% 11,461 $491K
Nicolet Advisory Services, LLC 0.05% Reduce -1.0% 11,990 $490K
Gladstone Institutional Advisory LLC 0.03% Reduce -0.5% 11,304 $485K
Cornerstone Wealth Management, LLC 0.04% Reduce -21.4% 11,283 $484K
Bison Wealth, LLC 0.08% Reduce -0.1% 11,230 $481K
Signet Financial Management, LLC 0.07% Add +4.6% 11,162 $479K
Dorsey & Whitney Trust CO LLC 0.03% Add +1.0% 11,094 $476K
Opinicus Capital, Inc. 0.42% Reduce -2.3% 11,024 $473K
Range Financial Group LLC 0.25% Add +11.3% 11,019 $472K
Herold Advisors, Inc. 0.11% Add +2.3% 10,927 $469K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.6% 10,897 $467K
Boltwood Capital Management 0.14% Add +2.0% 10,863 $466K
Avantax Planning Partners, Inc. 0.01% Add +98.1% 10,706 $459K
First City Capital Management, Inc. 0.25% Reduce -1.5% 10,699 $459K
GeoWealth Management, LLC 0.02% Add +11.4% 10,634 $456K
GC Wealth Management RIA, LLC 0.09% Add +7.1% 10,618 $455K
Personal Cfo Solutions, LLC 0.07% Add +4.3% 10,517 $451K
Continuum Advisory, LLC 0.07% Reduce -40.8% 10,060 $449K
Cook Wealth, LLC 0.27% Reduce -32.0% 10,322 $447K
Composition Wealth, LLC 0.01% Add +1.2% 10,374 $445K
Old National Bancorp 0.01% No change 10,350 $444K
Huntington National Bank 0.00% Reduce -10.9% 10,337 $443K
Beacon Pointe Advisors, LLC 0.00% Reduce -25.1% 10,309 $442K
Gallacher Capital Management LLC 0.22% Add +2.2% 10,238 $439K
Concurrent Investment Advisors, LLC 0.02% Reduce -1.4% 10,226 $438K
HighPoint Advisor Group LLC 0.03% Reduce -10.7% 9,655 $436K
Innova Wealth Partners 0.33% Reduce -6.2% 10,111 $433K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -6.7% 10,076 $432K
Moody National Bank Trust Division 0.03% Reduce -17.3% 10,056 $431K
Deutsche Bank AG 0.00% Add +17.8% 10,044 $431K
Advisors Preferred, LLC 0.07% Add +130.1% 13,456 $428K
Kelleher Financial Advisors 0.18% No change 9,934 $426K
Peoples Bank 0.33% Reduce -0.7% 9,900 $424K
Perigon Wealth Management, LLC 0.01% Add +15.2% 9,890 $424K
Triton Financial Group Inc 0.30% Add +4.4% 9,859 $423K
Commerce Bank 0.00% Reduce -10.1% 9,754 $418K
Stanley-Laman Group, Ltd. 0.05% No change 9,589 $411K
Ballew Advisors, Inc 0.28% No change 10,101 $411K
BayBridge Capital Group, LLC 0.36% New 10,092 $410K
Grey Street Capital, LLC 0.06% New 9,412 $407K
Cypress Wealth Services, LLC 0.09% No change 9,430 $404K
LM Advisors LLC 0.07% Add +12.6% 11,661 $404K
Covenant Partners, LLC 0.12% No change 9,414 $404K
Engineers Gate Manager LP 0.01% Reduce -74.8% 9,384 $402K
North Star Investment Management Corp. 0.03% No change 9,363 $401K
Genus Capital Management Inc. 0.05% — 9,245 $396K
Keystone Financial Group 0.06% Add +0.5% 9,231 $396K
Tower Research Capital LLC (TRC) 0.01% Add +142.9% 9,216 $395K
Verity Asset Management, Inc. 0.22% No change 9,199 $394K
Probity Advisors, Inc. 0.08% Reduce -7.6% 9,180 $394K
Hexagon Capital Partners LLC 0.09% Add +0.8% 9,176 $393K
ELCO Management Co., LLC 0.24% Reduce -15.4% 9,163 $393K
Credit Agricole S A 0.01% No change 10,000 $393K
FWG Holdings, LLC 0.21% Add +2.1% 8,788 $393K
Glenview Trust Co 0.01% Reduce -0.2% 9,154 $392K
TD Private Client Wealth LLC 0.01% Add +24.3% 9,050 $388K
Pitcairn Co. 0.03% Add +16.6% 8,994 $386K
Savant Capital, LLC 0.00% Add +6.4% 8,871 $380K
Freestone Capital Holdings, LLC 0.01% Reduce -6.4% 8,783 $377K
Concourse Financial Group Securities, Inc. 0.02% Reduce -0.6% 8,663 $375K
Busey Bank 0.01% Reduce -9.5% 8,712 $373K
Flputnam Investment Management Co. 0.01% Add +59.9% 8,636 $370K
InterOcean Capital Group, LLC 0.01% Reduce -0.9% 8,579 $368K
Cravens & Co Advisors, LLC 0.30% Reduce -4.3% 8,537 $366K
Foundations Investment Advisors, LLC 0.01% Reduce -11.9% 8,524 $365K
Bokf, NA 0.01% Reduce -11.7% 8,602 $365K
Colonial Trust Co / SC 0.07% Reduce -10.1% 8,481 $364K
Calton & Associates, Inc. 0.18% Reduce -3.1% 8,468 $363K
Independent Financial Group, LLC 0.02% Add +0.1% 8,464 $363K
Ipswich Investment Management Co., Inc. 0.08% No change 8,392 $360K
Credential Qtrade Securities Inc. 0.02% Reduce -0.4% 8,369 $359K
Greenleaf Trust 0.00% Reduce -20.4% 8,241 $353K
Marcum Wealth, LLC 0.04% Reduce -0.4% 8,204 $352K
Rathbones Group PLC 0.00% Reduce -8.2% 8,176 $351K
Boston Financial Mangement LLC 0.01% No change 8,124 $348K
HF Advisory Group, LLC 0.19% Reduce -5.4% 8,065 $346K
D. Scott Neal, Inc. 0.22% No change 7,928 $343K
CVA Family Office, LLC 0.06% No change 8,000 $343K
Barometer Capital Management Inc. 0.09% Add +157.0% 8,223 $341K
CENTRAL TRUST Co 0.01% Reduce -1.3% 7,928 $340K
Clearstead Advisors, LLC 0.02% Reduce -2.2% 7,506 $339K
Symphony Financial, Ltd. Co. 0.08% No change 7,902 $339K
Delta Financial Group, Inc. 0.10% Reduce -1.6% 7,881 $338K
Brown Brothers Harriman & Co. 0.00% Reduce -4.6% 7,849 $336K
Lake Street Advisors Group, LLC 0.02% Add +2.2% 7,737 $335K
Bruce G. Allen Investments, LLC 0.27% Add +6.4% 7,748 $332K
Legacy Financial Advisors, Inc. 0.06% Add +10.8% 7,736 $332K
Bedel Financial Consulting, Inc. 0.05% No change 7,562 $324K
Clarius Group, LLC 0.02% Reduce -5.4% 7,511 $322K
Signature Wealth Management Partners, LLC 0.26% No change 7,504 $322K
Israel Discount Bank of New York 0.40% Reduce -41.6% 7,488 $321K
Sentry LLC 0.06% No change 7,468 $320K
Advisory Resource Group 0.07% New 7,465 $320K
Parallel Advisors, LLC 0.01% Add +19.4% 7,437 $319K
Outlook Wealth Advisors, LLC 0.10% Add +18.6% 7,422 $318K
Everett Harris & Co. 0.00% Reduce -23.5% 7,396 $317K
Sittner & Nelson, LLC 0.16% Reduce -9.3% 7,353 $315K
MinichMacGregor Wealth Management, LLC 0.08% Add +0.7% 7,415 $315K
Alliance Wealth Advisors, LLC 0.20% Reduce -0.8% 7,305 $313K
OneAscent Financial Services LLC 0.03% Reduce -2.1% 7,253 $313K
Chicago Capital, LLC 0.01% Reduce -2.5% 7,287 $312K
Gabelli Funds LLC 0.00% No change 7,200 $309K
RKL Wealth Management LLC 0.03% Add +0.2% 7,120 $305K
Tiaa Trust, National Association 0.00% New 7,036 $302K
Seed Wealth Management, Inc. 0.29% Reduce -1.7% 7,100 $301K
Waverly Advisors, LLC 0.01% Add +14.2% 6,986 $299K
Cozad Asset Management Inc. 0.03% Reduce -24.8% 6,979 $299K
&partners 0.04% New 6,799 $299K
Good Life Advisors, LLC 0.03% Reduce -0.0% 6,941 $298K
MSH Capital Advisors LLC 0.10% Reduce -10.6% 6,924 $297K
Plimoth Trust Co. LLC 0.08% No change 6,920 $297K
Capital Investment Advisory Services, LLC 0.03% Reduce -9.5% 6,920 $297K
Intrust Bank NA 0.03% Reduce -20.2% 6,918 $297K
Bond & Devick Financial Network, Inc. 0.16% Add +12.4% 6,910 $296K
Thrive Capital Management, LLC 0.16% Add +6.2% 6,905 $296K
Azimuth Capital Investment Management LLC 0.01% Add +15.1% 6,860 $294K
First Manhattan Co. Llc. 0.00% Add +7.6% 6,796 $291K
GM Advisory Group, LLC 0.02% No change 6,735 $289K
Quadrant Private Wealth Management, LLC 0.07% Reduce -12.3% 6,658 $288K
Cape Investment Advisory, Inc. 0.13% Reduce -0.1% 6,682 $286K
Formidable Asset Management, LLC 0.05% Add +10.2% 6,542 $280K
Sage Rhino Capital LLC 0.07% Add +2.8% 6,520 $280K
Provident Investment Management, Inc. 0.02% New 6,520 $280K
City State Bank 0.12% Add +10.8% 6,499 $279K
IFP Advisors, Inc 0.01% Reduce -2.3% 6,484 $278K
Alaska Permanent Fund Corp 0.00% New 6,469 $277K
Thoroughbred Financial Services, LLC 0.03% New 6,480 $277K
Verdence Capital Advisors LLC 0.03% Reduce -2.3% 6,427 $276K
Venture Visionary Partners LLC 0.01% Add +14.3% 6,410 $275K
Family Legacy, Inc. 0.10% No change 6,400 $274K
Mission Wealth Management, LP 0.01% New 6,355 $272K
Centaurus Financial, Inc. 0.02% Reduce -22.7% 6,345 $272K
Grove Bank & Trust 0.05% No change 6,324 $271K
Fox Run Management, L.L.C. 0.06% Reduce -81.2% 6,290 $270K
Millennium Management 0.00% Reduce -99.6% 6,252 $268K
Kooman & Associates 0.11% Reduce -0.6% 6,229 $267K
Cultivar Capital, Inc. 0.23% No change 6,228 $267K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -21.2% 6,195 $266K
Canandaigua National Bank & Trust Co. 0.04% New 6,162 $264K
BLB&B Advisors, LLC 0.01% Reduce -3.8% 6,131 $263K
Cetera Trust Company, N.A 0.16% Reduce -2.5% 6,105 $262K
J.W. Cole Advisors, Inc. 0.01% Add +4.7% 6,097 $261K
Ieq Capital, LLC 0.00% New 6,077 $261K
First Affirmative Financial Network 0.19% Add +1.9% 6,076 $260K
Choreo, LLC 0.01% Reduce -18.5% 6,069 $260K
Slagle Financial, LLC 0.14% Reduce -54.3% 6,048 $259K
Founders Financial Alliance, LLC 0.08% Reduce -26.9% 6,038 $259K
Independence Bank of Kentucky 0.08% Reduce -41.5% 6,031 $259K
Cladis Investment Advisory, LLC 0.19% No change 6,026 $258K
Renasant Bank 0.18% New 5,976 $256K
Callan Capital, LLC 0.02% New 5,913 $253K
Atalanta Sosnoff Capital, LLC 0.01% New 5,897 $253K
Colonial River Investments, LLC 0.14% New 5,833 $250K
Fiduciary Group, LLC 0.03% No change 5,801 $249K
Atlas Capital Advisors Inc. 0.04% Add +1.2% 5,758 $247K
Ironwood Financial, llc 0.06% No change 5,745 $246K
Private Trust Co. NA 0.03% No change 5,717 $245K
Smithfield Trust Co 0.01% No change 5,745 $245K
Seven Mile Advisory 0.18% Reduce -9.1% 5,644 $242K
Tempus Wealth Planning, LLC 0.11% No change 5,629 $241K
Stratos Wealth Advisors, LLC 0.01% Reduce -20.4% 5,590 $240K
RFG Advisory, LLC 0.01% Reduce -1.7% 5,576 $239K
Teamwork Financial Advisors, LLC 0.04% Reduce -7.4% 5,554 $238K
NTV Asset Management LLC 0.04% No change 5,524 $237K
Missouri Trust & Investment Co 0.09% No change 5,500 $236K
Summit Trail Advisors, LLC 0.01% New 5,446 $236K
Bradley Foster & Sargent Inc. 0.00% Reduce -3.3% 5,493 $235K
CFO4Life Group, LLC 0.04% New 5,489 $235K
CreativeOne Wealth, LLC 0.01% New 5,487 $235K
Blankinship & Foster, LLC 0.06% No change 5,443 $233K
Carnegie Investment Counsel 0.01% Reduce -0.7% 5,384 $231K
Merit Financial Group, LLC 0.01% New 5,302 $231K
Caldwell Sutter Capital, Inc. 0.11% Reduce -14.9% 5,354 $230K
Hilltop Holdings Inc. 0.03% New 5,345 $229K
Realta Investment Advisors 0.05% Reduce -6.1% 5,344 $229K
TRUE Private Wealth Advisors 0.03% New 5,341 $229K
Kovack Advisors, Inc. 0.03% Reduce -6.9% 5,312 $228K
NORTHSTAR ASSET MANAGEMENT Co 0.06% New 5,277 $226K
Stonebridge Capital Management Inc. 0.10% Reduce -3.6% 5,283 $226K
First PREMIER Bank 0.06% Reduce -6.7% 5,225 $224K
Stiles Financial Services Inc 0.09% Reduce -6.2% 5,205 $223K
Stock Yards Bank & Trust Co. 0.01% New 5,197 $223K
POM Investment Strategies, LLC 0.18% No change 5,171 $222K
Shufro Rose & Co. LLC 0.02% New 5,164 $221K
International Assets Investment Management, LLC 0.02% New 5,208 $221K
Essex Financial Services, Inc. 0.02% New 5,118 $219K
Sivia Capital Partners, LLC 0.15% New 5,110 $219K
Latitude Advisors, LLC 0.14% New 5,098 $219K
PDS Planning, Inc 0.02% New 5,094 $218K
UMB Bank, n.a. 0.00% Reduce -14.8% 5,081 $218K
Oarsman Capital, Inc. 0.05% New 5,078 $218K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -9.3% 5,062 $217K
Romano Brothers and Company 0.03% New 5,032 $216K
Hamilton Wealth, LLC 0.07% New 5,023 $215K
Marino, Stram & Associates LLC 0.05% New 5,005 $215K
CSS LLC 0.05% New 5,000 $214K
Gratus Capital, LLC 0.01% New 4,959 $213K
Bigelow Investment Advisors, LLC 0.10% New 4,955 $212K
Rehmann Capital Advisory Group 0.02% New 4,940 $212K
Greytown Advisors Inc. 0.12% Reduce -22.6% 4,869 $211K
SeaCrest Wealth Management, LLC 0.03% Reduce -25.4% 4,918 $211K
Farmers Trust Co. 0.04% Reduce -34.7% 4,880 $209K
Aptus Capital Advisors, LLC 0.00% New 4,875 $209K
Aveo Capital Partners, LLC 0.02% New 4,798 $209K
Powers Advisory Group, LLC 0.12% Reduce -18.2% 4,850 $208K
Paragon Private Wealth Management, LLC 0.12% New 4,786 $205K
FineMark National Bank & Trust 0.01% New 4,777 $205K
Avior Wealth Management, LLC 0.01% Add +75.5% 4,734 $203K
Private Portfolio Partners LLC 0.04% New 4,728 $203K
Searle & Co. 0.05% New 4,724 $203K
Park Place Capital Corp 0.07% Reduce -35.3% 4,554 $195K
FinTrust Capital Advisors, LLC 0.04% Reduce -16.9% 4,485 $192K
Farmers & Merchants Investments Inc. 0.01% Add +96.3% 4,455 $191K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -10.0% 4,348 $187K
TruNorth Capital Management, LLC 0.06% — 4,357 $187K
CarsonAllaria Wealth Management, Ltd. 0.12% Reduce -26.6% 4,329 $186K
SYSTM Wealth Solutions LLC 0.02% Reduce -43.4% 4,131 $177K
Horizon Bancorp Inc. 0.08% Add +1.8% 4,032 $173K
Assetmark, Inc. 0.00% Add +56.2% 4,032 $173K
Farther Finance Advisors, LLC 0.01% Add +3.2% 3,976 $169K
CKW Financial Group 0.02% No change 3,940 $167K
Ransom Advisory, Ltd 0.09% — 3,893 $167K
Addison Advisors LLC 0.05% Add +0.3% 3,712 $159K
GAMMA Investing LLC 0.03% Add +31.7% 3,629 $156K
Lindbrook Capital, LLC 0.01% Add +18.6% 3,622 $155K
City Holding Co. 0.02% Reduce -2.3% 3,468 $149K
BOK Financial Private Wealth, Inc. 0.01% Add +0.0% 3,309 $143K
Barrett & Company, Inc. 0.07% Reduce -10.5% 3,327 $143K
Icon Wealth Advisors, LLC 0.01% Reduce -6.2% 3,312 $142K
EverSource Wealth Advisors, LLC 0.01% Add +20.8% 3,239 $134K
Wellington Shields Capital Management, LLC 0.03% Add +0.0% 3,102 $133K
Smartleaf Asset Management LLC 0.03% Add +360.2% 3,079 $132K
Blume Capital Management, Inc. 0.03% No change 3,080 $132K
1832 Asset Management L.P. 0.00% Add +9.1% 3,078 $132K
Belmont Capital, LLC 0.04% No change 2,992 $128K
Montag A & Associates Inc. 0.01% No change 2,913 $126K
Union Savings Bank 0.07% No change 2,928 $125K
Peoples Financial Services Corp. 0.05% No change 2,852 $122K
Thompson Investment Management, Inc. 0.02% Reduce -0.4% 2,846 $122K
Roble, Belko & Company, Inc 0.02% Add +315.3% 2,845 $122K
GPS Wealth Strategies Group, LLC 0.02% Reduce -5.5% 2,725 $117K
Allworth Financial LP 0.00% Add +5.8% 2,719 $117K
Delta Asset Management LLC 0.01% Reduce -0.4% 2,693 $115K
Rosenberg Matthew Hamilton 0.03% Reduce -0.1% 2,650 $112K
WealthCollab, LLC 0.08% No change 2,600 $111K
Arax Advisory Partners 0.01% Add +0.7% 2,596 $111K
ESL Trust Services, LLC 0.03% New 2,500 $107K
Wellington Shields & Co., LLC 0.03% No change 2,379 $102K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% Reduce -12.2% 2,365 $101K
Whittier Trust Co. of Nevada Inc. 0.00% Add +0.9% 2,225 $95K
Security National Bank 0.01% No change 2,203 $94K
Jones Financial Companies LLLP 0.00% Add +32.4% 2,162 $93K
CoreCap Advisors, LLC 0.00% New 2,073 $89K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -9.5% 2,180 $88K
Salem Investment Counselors Inc. 0.00% Add +4.2% 2,008 $87K
Harbour Investments, Inc. 0.00% Reduce -19.8% 2,020 $87K
AllSquare Wealth Management LLC 0.05% No change 1,980 $85K
Brown, Lisle/Cummings, Inc. 0.03% Reduce -73.2% 1,976 $85K
Planning Capital Management Corp 0.06% No change 1,971 $84K
Sandy Spring Bank 0.00% No change 1,965 $84K
Walleye Capital LLC 0.00% Reduce -90.4% 1,943 $83K
JFS Wealth Advisors, LLC 0.01% Add +0.8% 1,921 $82K
CoreFirst Bank & Trust 0.05% Reduce -8.4% 1,752 $75K
TCTC Holdings, LLC 0.00% No change 1,668 $72K
SOA Wealth Advisors, LLC. 0.01% Reduce -27.8% 1,642 $70K
Glen Eagle Advisors, LLC 0.01% Add +5.4% 1,587 $68K
Hazlett, Burt & Watson, Inc. 0.04% Add +0.1% 1,523 $65K
Princeton Global Asset Management LLC 0.02% No change 1,515 $65K
Washington Trust Advisors, Inc. 0.01% No change 1,456 $62K
Estabrook Capital Management 0.01% No change 1,443 $62K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 1,438 $62K
Concord Wealth Partners 0.01% Add +69.7% 1,436 $62K
Hall Laurie J Trustee 0.02% No change 1,421 $61K
Armstrong Advisory Group, Inc. 0.01% No change 1,619 $60K
Valley National Advisers Inc. 0.01% Add +4.9% 1,393 $59K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,319 $57K
DT Investment Partners, LLC 0.01% No change 1,331 $57K
GW&K Investment Management, LLC 0.00% Add +2.4% 1,324 $57K
Eagle Bay Advisors LLC 0.04% No change 1,300 $56K
Colonial Trust Advisors 0.01% No change 1,247 $53K
Pinnacle Bancorp, Inc. 0.02% Add +20.6% 1,238 $53K
Nemes Rush Group LLC 0.01% No change 1,201 $51K
First Horizon Advisors, Inc. 0.00% Add +3.0% 1,199 $51K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,160 $50K
Coston, McIsaac & Partners 0.02% No change 1,189 $50K
Clearstead Trust, LLC 0.01% Add +0.9% 1,142 $49K
NFSG Corp 0.02% New 1,140 $49K
Tompkins Financial Corp. 0.01% No change 1,140 $49K
WR Wealth Planners, LLC 0.01% New 1,101 $47K
Larson Financial Group LLC 0.00% Add +22.6% 1,085 $47K
Citizens National Bank Trust Department 0.01% No change 1,081 $46K
Richardson Financial Services Inc. 0.03% Reduce -0.8% 1,068 $46K
Global Financial Private Client, LLC 0.02% No change 1,020 $43K
Optimum Investment Advisors 0.02% Add +18.9% 1,005 $43K
Iron Horse Wealth Management, LLC 0.02% No change 1,000 $43K
Tortoise Investment Management, LLC 0.01% No change 960 $41K
Twin Lakes Capital Management, LLC 0.03% No change 957 $41K
JNBA Financial Advisors 0.00% No change 945 $41K
Bellevue Asset Management, LLC 0.02% No change 932 $40K
Blue Trust, Inc. 0.00% Reduce -31.4% 918 $39K
HM Payson & Co. 0.00% No change 909 $39K
Janiczek Wealth Management, LLC 0.01% No change 905 $39K
Highlander Capital Management, LLC 0.01% No change 852 $37K
Towne Trust Company, N.A 0.01% Add +47.9% 828 $35K
Norwood Financial Corp 0.05% Reduce -9.6% 757 $32K
Bangor Savings Bank 0.00% No change 750 $32K
Register Financial Advisors LLC 0.02% New 732 $31K
Indiana Trust & Investment Management Co 0.01% No change 730 $31K
WFA Asset Management Corp 0.02% Add +0.8% 725 $31K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -0.7% 707 $30K
Plante Moran Financial Advisors, LLC 0.00% No change 707 $30K
Stone House Investment Management, LLC 0.01% New 698 $30K
Bogart Wealth, LLC 0.00% No change 671 $29K
Creative Financial Designs Inc. 0.00% Reduce -5.0% 658 $28K
Sanctuary Wealth Management, L.L.C. 0.02% No change 656 $28K
S.A. Mason LLC 0.02% No change 640 $27K
Mine & Arao Wealth Creation & Management, LLC. 0.01% No change 640 $27K
Trust Co 0.00% No change 612 $26K
Financial Connections Group, Inc. 0.03% No change 593 $26K
Old Second National Bank of Aurora 0.01% No change 600 $26K
Hanson & Doremus Investment Management 0.00% New 576 $25K
Rise Advisors, LLC 0.01% New 570 $24K
Piscataqua Savings Bank 0.02% Add +3.7% 565 $24K
First Command Advisory Services, Inc. 0.00% Add +22.9% 563 $24K
RFP Financial Group LLC 0.01% Add +153.9% 551 $24K
Toth Financial Advisory Corp. 0.00% Reduce -15.5% 544 $23K
Cherry Tree Wealth Management, LLC 0.01% No change 542 $23K
SouthState Bank Corp 0.00% Add +8.1% 532 $23K
Rakuten Securities, Inc. 0.01% Add +5688.9% 521 $22K
Trust Co. of Vermont 0.00% Add +234.8% 519 $22K
Main Street Group, LTD 0.01% Add +10.8% 514 $22K
Cranbrook Wealth Management, LLC 0.01% No change 508 $22K
Financial Perspectives, Inc 0.01% Add +0.4% 508 $22K
Future Financial Wealth Managment LLC 0.02% New 500 $21K
Scarborough Advisors, LLC 0.01% No change 471 $20K
Emfo, LLC 0.02% No change 449 $19K
FIL Ltd 0.00% New 447 $19K
Compass Wealth Management LLC 0.00% No change 444 $19K
Leonteq Securities AG 0.00% Reduce -35.8% 429 $18K
Transcendent Capital Group LLC 0.01% No change 428 $18K
Steph & Co. 0.01% New 428 $18K
Briaud Financial Planning Inc 0.01% New 406 $18K
HHM Wealth Advisors, LLC 0.00% No change 418 $18K
EnRich Financial Partners LLC 0.01% New 414 $18K
Sunbelt Securities, Inc. 0.00% Reduce -40.9% 408 $17K
Chesapeake Asset Management LLC 0.02% Reduce -34.3% 400 $17K
Atticus Wealth Management, LLC 0.01% No change 400 $17K
America First Investment Advisors, LLC 0.00% No change 400 $17K
Northwest Investment Counselors, LLC 0.00% New 400 $17K
LRI Investments, LLC 0.00% — 399 $17K
Centerpoint Advisors, LLC 0.01% No change 392 $17K
MCF Advisors LLC 0.00% No change 384 $16K
Manchester Capital Management LLC 0.00% No change 381 $16K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 371 $16K
Laurel Wealth Advisors LLC 0.00% No change 364 $16K
Front Row Advisors LLC 0.01% Add +125.0% 360 $15K
Wetzel Investment Advisors, Inc. 0.01% No change 381 $15K
ICA Group Wealth Management, LLC 0.00% Add +35.9% 337 $14K
Provenance Wealth Advisors, LLC 0.00% No change 334 $14K
Voisard Asset Management Group, Inc. 0.01% No change 320 $14K
Northwest Capital Management Inc 0.00% No change 320 $14K
Arlington Trust Co LLC 0.00% Reduce -6.7% 320 $14K
Baldwin Wealth Partners LLC 0.00% Reduce -36.1% 319 $14K
First Personal Financial Services 0.00% No change 313 $13K
Cambridge Trust Co. 0.00% Reduce -20.6% 308 $13K
Broadwater Capital Management LLC 0.01% No change 300 $13K
Guardian Wealth Management, Inc. 0.01% Reduce -13.1% 293 $13K
Asset Dedication, LLC 0.00% No change 284 $12K
Webster Bank, N. A. 0.00% No change 278 $12K
Hollencrest Capital Management 0.00% No change 277 $12K
First Financial Corp. 0.01% Reduce -6.8% 272 $12K
St Germain D J Co. Inc. 0.00% Reduce -13.0% 267 $11K
Crewe Advisors LLC 0.00% New 264 $11K
Beacon Capital Management, LLC 0.00% No change 262 $11K
Sachetta, LLC 0.01% No change 300 $11K
Tsfg, LLC 0.00% No change 254 $11K
Institutional & Family Asset Management, LLC 0.00% Add +0.8% 254 $11K
Archer Investment Corp 0.00% Add +0.4% 252 $11K
Boyd Watterson Asset Management LLC 0.00% No change 251 $11K
Zions Bancorporation, N.A. 0.00% Add +5.7% 241 $10K
New England Capital Financial Advisors LLC 0.01% Add +0.8% 237 $10K
Frazier Financial Advisors, LLC 0.01% Add +305.2% 235 $10K
CGC Financial Services, LLC 0.01% No change 234 $10K
Cutler Group LLC / CA 0.01% Reduce -97.7% 249 $10K
Transamerica Financial Advisors, LLC 0.00% Add +21900.0% 220 $10K
Truvestments Capital LLC 0.00% No change 232 $10K
Venturi Wealth Management, LLC 0.00% No change 222 $10K
Carolinas Wealth Consulting LLC 0.00% Add +3.9% 216 $9K
American National Bank & Trust 0.00% No change 217 $9K
ORG Partners LLC 0.02% New 211 $9K
Mather Group, Llc. 0.00% New 238 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 200 $9K
Evermay Wealth Management LLC 0.00% No change 198 $9K
Chilton Capital Management LLC 0.00% No change 180 $8K
Stephens Consulting, LLC 0.00% No change 171 $7K
Prestige Wealth Management Group LLC 0.00% No change 160 $7K
First Community Trust NA 0.01% No change 160 $7K
GoalVest Advisory LLC 0.00% No change 160 $7K
Salomon & Ludwin, LLC 0.00% Reduce -12.2% 158 $7K
Sugarloaf Wealth Management, LLC 0.00% Add +0.6% 158 $7K
Tucker Asset Management LLC 0.00% No change 155 $7K
FSA Wealth Management LLC 0.00% No change 146 $6K
Pflug Koory, LLC 0.00% No change 140 $6K
Avion Wealth 0.00% Reduce -60.0% 120 $6K
Centennial Bank 0.00% No change 139 $6K
M&R Capital Management Inc. 0.00% No change 136 $6K
PSI Advisors, LLC 0.00% Add +0.8% 122 $5K
WASHINGTON TRUST Co 0.00% No change 120 $5K
Pacific Center for Financial Services 0.00% No change 115 $5K
Raffa Wealth Management, LLC 0.00% No change 114 $5K
Harbor Investment Advisory, LLC 0.00% Add +7.7% 112 $5K
Parkside Financial Bank & Trust 0.00% Reduce -69.0% 108 $5K
NewSquare Capital LLC 0.00% No change 107 $5K
Fairman Group, LLC 0.00% No change 100 $4K
Creekmur Asset Management LLC 0.00% No change 98 $4K
Tradewinds Capital Management, LLC 0.00% No change 97 $4K
Bell Investment Advisors, Inc 0.00% No change 95 $4K
Toronto Dominion Bank 0.00% Reduce -46.8% 91 $4K
Gen-Wealth Partners Inc 0.00% — 90 $4K
Clear Point Advisors Inc. 0.00% No change 80 $3K
Aspect Partners, LLC 0.00% No change 80 $3K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 80 $3K
TD Capital Management LLC 0.00% No change 80 $3K
Oakworth Capital, Inc. 0.00% No change 80 $3K
Western Pacific Wealth Management, LP 0.00% No change 77 $3K
Kelly Financial Services LLC 0.00% Add +1.6% 65 $3K
Palisade Asset Management, LLC 0.00% New 63 $3K
Center for Financial Planning, Inc. 0.00% New 55 $2K
Abich Financial Wealth Management LLC 0.00% New 50 $2K
Raleigh Capital Management Inc. 0.00% Reduce -25.0% 48 $2K
Keener Financial Planning LLC 0.00% No change 46 $2K
Bank of New Hampshire 0.00% No change 46 $2K
Abound Wealth Management 0.00% Reduce -2.6% 38 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 32 $1K
Westside Investment Management, Inc. 0.00% No change 28 $1K
ClariVest Asset Management LLC 0.00% No change 27 $1K
Versant Capital Management, Inc 0.00% Reduce -96.6% 24 $1K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 24 $1K
Financial Management Professionals, Inc. 0.00% Reduce -89.3% 16 $1K
Financial Gravity Asset Management, Inc. 0.00% Reduce -94.7% 23 $996
Hoey Investments, Inc. 0.00% No change 19 $815
Cedar Mountain Advisors, LLC 0.00% New 17 $729
Cornerstone Planning Group LLC 0.00% Add +44.4% 13 $566
Aspire Private Capital, LLC 0.00% No change 7 $300
Wolff Wiese Magana LLC 0.00% No change 4 $172
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $129
Caitlin John, LLC 0.00% No change 2 $86

"% of holder's portfolio" is GSK's weight in each manager's 13F, not the share of GSK PLC-Spon ADR the manager owns.