HalliburtonHAL

13F holders, Q1 2025 (March 31)
954holders −2
95new positions
92sold out
9famous investors
$25.34avg. 13F price*

At the end of Q1 2025, 954 institutions reported holding Halliburton Co. (HAL) in their 13F filings, down 2 from Q4 2024. 95 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($2.0B) and State Street Corp. ($1.3B). 9 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

Company
Halliburton Co.
Sector
Energy
CUSIP
406216101
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 990Q1 2024Q2 2024: 978Q2 2024Q3 2024: 927Q3 2024Q4 2024: 956Q4 2024Q1 2025: 954Q1 2025Q2 2025: 902Q2 2025Q3 2025: 919Q3 2025Q4 2025: 1,014Q4 2025Q1 2026: 1,203Q1 2026Q2 2026: 1,206Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions95$458.9M
Exits92$71.2M

All 13F filers, Q4 2024 → Q1 2025: 90,844,492 shares bought and 108,255,699 shares sold, net −17,411,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 954 holders

Vanguard Group Inc. 0.05% Reduce -0.6% 103,745,903 $2.6B
BlackRock, Inc. 0.04% Reduce -6.0% 77,365,879 $2.0B
State Street Corp. 0.06% Reduce -4.6% 52,741,060 $1.3B
Capital World Investors 0.19% Reduce -52.8% 47,188,562 $1.2B
Charles Schwab Investment Management Inc. 0.14% Add +450.9% 29,941,771 $759.6M
Sanders Capital, LLC 0.92% Reduce -0.9% 24,163,891 $613.0M
Geode Capital Management, LLC 0.04% Add +3.3% 22,250,414 $562.7M
Barrow Hanley Mewhinney & Strauss LLC 1.52% Add +2.4% 16,471,659 $417.9M
Morgan Stanley 0.02% Add +3.8% 13,407,569 $340.2M
Invesco Ltd. 0.05% Add +7.3% 10,813,905 $274.3M
Amundi 0.09% Reduce -13.4% 11,319,702 $253.4M
Bank of America Corp. 0.02% Add +26.4% 9,682,665 $245.6M
Dimensional Fund Advisors LP 0.06% Reduce -0.7% 9,426,847 $239.1M
Northern Trust Corp. 0.03% Reduce -2.7% 8,936,279 $226.7M
Goldman Sachs Group Inc. 0.04% Reduce -7.1% 8,620,486 $218.7M
Qube Research & Technologies Ltd 0.32% New 8,041,414 $204.0M
Pacer Advisors, Inc. 0.50% Reduce -58.8% 7,641,544 $193.9M
Norges Bank 0.03% Reduce -32.6% 7,437,798 $188.7M
Bank of New York Mellon Corp 0.03% Reduce -8.7% 6,282,763 $159.4M
LSV Asset Management 0.37% Add +3.3% 6,113,044 $155.1M
Legal & General Group Plc 0.04% Add +5.6% 5,689,179 $144.3M
D. E. Shaw & Co. 0.17% Add +867.1% 5,395,491 $136.9M
Wellington Management Group LLP 0.03% Reduce -2.0% 5,381,177 $136.5M
Deutsche Bank AG 0.05% Add +0.1% 5,359,283 $136.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +5.7% 5,279,815 $133.9M
Millennium Management 0.13% Reduce -21.7% 5,202,752 $132.0M
UBS Group AG 0.03% Reduce -14.3% 5,101,756 $129.4M
Brandes Investment Partners, LP 1.24% Add +4.4% 4,811,019 $122.1M
AQR Capital Management 0.12% Add +217.4% 4,641,111 $116.8M
Van Eck Associates Corp. 0.15% Reduce -12.8% 4,445,927 $112.8M
Voloridge Investment Management, LLC 0.40% Add +117.8% 4,214,482 $106.9M
Citigroup Inc. 0.08% Add +11.6% 4,179,041 $106.0M
Point72 Asset Management 0.30% New 4,103,175 $104.1M
JPMorgan Chase & Co. 0.01% Add +47.9% 4,041,530 $102.5M
Citadel Advisors 0.10% Add +165.5% 3,774,375 $95.8M
California State Teachers Retirement System 0.12% Reduce -1.5% 3,730,973 $94.7M
Franklin Resources Inc. 0.03% Add +48.1% 3,728,945 $94.6M
BNP Paribas Financial Markets 0.07% Add +18.4% 3,663,508 $92.9M
Victory Capital Management Inc. 0.09% Add +121.8% 3,306,224 $83.9M
Barclays PLC 0.04% Add +13.9% 3,282,923 $83.3M
FMR LLC 0.01% Reduce -17.6% 3,178,891 $80.6M
Massachusetts Financial Services Co. 0.03% Reduce -0.8% 3,066,002 $77.8M
Wells Fargo & Company 0.02% Add +19.8% 2,891,402 $73.4M
Nuveen, LLC 0.02% — 2,863,118 $72.6M
Principal Financial Group Inc. 0.04% Add +2.5% 2,780,057 $70.5M
Sourcerock Group LLC 3.76% Add +496.7% 2,630,127 $66.7M
Royal Bank of Canada 0.01% Reduce -8.1% 2,582,526 $65.5M
Swiss National Bank 0.04% Reduce -0.7% 2,477,700 $62.9M
Balyasny Asset Management L.P. 0.15% Add +4933.1% 2,337,374 $59.3M
Freestone Grove Partners LP 0.59% Add +47.9% 2,255,728 $57.2M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -1.4% 2,226,496 $56.5M
HSBC Holdings PLC 0.04% Reduce -1.6% 2,092,122 $53.1M
Russell Investments Group, Ltd. 0.07% Add +16.6% 2,032,052 $51.4M
Thompson Siegel & Walmsley LLC 0.87% Add +1.8% 2,009,063 $51.0M
SIR Capital Management, L.P. 4.06% Add +425.2% 1,825,225 $46.3M
Thrivent Financial for Lutherans 0.10% Reduce -0.4% 1,762,707 $44.7M
Tudor Investment Corporation 0.39% Add +259.3% 1,729,902 $43.9M
Rhumbline Advisers 0.04% Add +10.6% 1,724,112 $43.7M
American Century Companies Inc. 0.03% Reduce -12.3% 1,700,364 $43.1M
Cubist Systematic Strategies, LLC 0.56% Add +1398.0% 1,678,890 $42.6M
Ameriprise Financial Inc. 0.01% Add +4.6% 1,652,217 $41.9M
Boston Partners 0.05% Reduce -74.5% 1,651,606 $41.9M
California Public Employees Retirement System 0.03% Reduce -3.1% 1,614,820 $41.0M
Raymond James Financial Inc. 0.02% Reduce -18.8% 1,605,751 $40.7M
Pzena Investment Management LLC 0.14% Add +2.8% 1,591,130 $40.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +11.8% 1,572,146 $39.9M
T. Rowe Price Associates Inc. 0.00% Reduce -62.5% 1,472,812 $37.4M
National Pension Service 0.03% Add +8.3% 1,408,709 $35.7M
New York State Common Retirement Fund 0.05% Add +2.0% 1,404,541 $35.6M
Jacobs Levy Equity Management, Inc. 0.14% New 1,403,525 $35.6M
Caisse de depot et placement du Quebec 0.07% Add +84.5% 1,401,845 $35.6M
Groupama Asset Managment 0.71% Add +14.1% 1,394,397 $35.0M
First Trust Advisors LP 0.03% Add +8.0% 1,229,558 $31.2M
Worldquant Millennium Advisors LLC 0.19% Add +14.0% 1,187,315 $30.1M
Gabelli Funds LLC 0.23% Reduce -5.9% 1,173,656 $29.8M
Squarepoint Ops LLC 0.07% Reduce -34.7% 1,158,140 $29.4M
Alliancebernstein L.P. 0.01% Add +3.0% 1,157,998 $29.4M
Marshall Wace, LLP 0.04% Add +3054.8% 1,057,280 $26.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -19.8% 997,855 $25.3M
State Board of Administration of Florida Retirement System 0.05% Reduce -0.7% 962,611 $24.4M
Trexquant Investment LP 0.28% Add +152.2% 959,796 $24.4M
ExodusPoint Capital Management, LP 0.29% New 863,106 $21.9M
Adams Natural Resources Fund, Inc. 3.21% Reduce -23.0% 136,589 $21.8M
Canada Pension Plan Investment Board 0.02% No change 842,355 $21.4M
Perpetual Ltd 0.26% Reduce -0.7% 833,913 $21.2M
New York State Teachers Retirement System 0.05% Reduce -7.0% 817,841 $20.7M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +754.5% 824,549 $20.7M
GAMCO Investors 0.23% Reduce -4.4% 814,322 $20.7M
South Dakota Investment Council 0.42% Add +23.1% 802,857 $20.4M
State of Tennessee, Department of Treasury 0.08% Add +26.4% 776,638 $19.7M
Jump Financial, LLC 0.29% Add +2895.3% 756,150 $19.2M
Jane Street Group, LLC 0.03% Add +53.8% 744,782 $18.9M
PNC Financial Services Group, Inc. 0.01% Reduce -3.3% 723,393 $18.4M
Bank of Montreal 0.01% Reduce -24.9% 720,381 $18.3M
Assenagon Asset Management S.A. 0.03% Add +36.5% 715,212 $18.1M
Engineers Gate Manager LP 0.30% Reduce -4.0% 696,091 $17.7M
HighTower Advisors, LLC 0.02% Add +1.3% 689,606 $17.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -3.6% 680,929 $17.3M
National Bank of Canada 0.02% Add +59.1% 657,408 $16.7M
Korea Investment CORP 0.04% Reduce -16.8% 656,151 $16.6M
LPL Financial LLC 0.01% Add +2.3% 655,721 $16.6M
Wedge Capital Management L L P 0.32% Reduce -7.3% 649,420 $16.5M
Anchor Capital Advisors LLC 0.49% Add +13.3% 642,624 $16.3M
Verition Fund Management LLC 0.10% Add +148.9% 633,365 $16.1M
Gendell Jeffrey L 0.69% Reduce -53.0% 627,149 $15.9M
Susquehanna International Group, LLP 0.03% Reduce -45.0% 624,127 $15.8M
Weiss Asset Management LP 0.61% Add +0.4% 611,904 $15.5M
Foster Victor Wealth Advisors, LLC 1.22% Add +38.0% 722,558 $15.2M
Aberdeen Group plc 0.03% Add +130.9% 591,289 $15.0M
AMF Tjanstepension AB 0.11% Reduce -9.4% 588,145 $14.9M
Royal London Asset Management Ltd. 0.04% Reduce -35.2% 586,675 $14.9M
Danske Bank A/S 0.05% Reduce -14.2% 584,493 $14.8M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Add +102.7% 577,685 $14.7M
State of Wisconsin Investment Board 0.04% Add +3.0% 560,236 $14.2M
Energy Income Partners, LLC 0.27% Add +28.4% 554,372 $14.1M
Two Sigma Investments, LP 0.03% New 553,857 $14.1M
ASR Vermogensbeheer N.V. 0.20% — 536,927 $13.6M
Pictet Asset Management Holding SA 0.01% Reduce -3.4% 533,740 $13.5M
Robeco Institutional Asset Management B.V. 0.03% Add +514.0% 510,095 $12.9M
Two Sigma Advisers, LP 0.03% New 500,100 $12.7M
Nordea Investment Management AB 0.01% Add +1.6% 501,567 $12.7M
Nomura Holdings Inc. 0.07% Add +90.4% 492,459 $12.5M
Banco Santander, S.A. 0.13% Reduce -5.6% 480,705 $12.2M
Gateway Investment Advisers LLC 0.14% Add +10.9% 469,346 $11.9M
Prudential Financial Inc. 0.02% Reduce -2.5% 469,259 $11.9M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.2% 455,274 $11.6M
Toronto Dominion Bank 0.03% Reduce -7.5% 454,200 $11.5M
Aristotle Atlantic Partners, LLC 0.39% Add +35.1% 452,583 $11.5M
STRS Ohio 0.05% No change 450,000 $11.4M
Cerity Partners LLC 0.02% Add +19.1% 430,406 $10.9M
Edmond DE Rothschild Holding S.A. 0.19% No change 430,000 $10.9M
Fisher Asset Management 0.00% Reduce -15.2% 419,331 $10.6M
Qsemble Capital Management, LP 1.12% Add +163.2% 415,239 $10.5M
Natixis 0.06% Reduce -27.8% 408,149 $10.3M
Aquatic Capital Management LLC 0.26% New 404,361 $10.3M
Treasurer of the State of North Carolina 0.04% Add +4.1% 403,455 $10.2M
Schonfeld Strategic Advisors LLC 0.07% Add +182.3% 403,090 $10.2M
Envestnet Asset Management Inc. 0.00% Add +3.4% 402,532 $10.2M
Empowered Funds, LLC 0.14% Add +26.0% 399,634 $10.1M
TD Asset Management Inc 0.01% Add +6.3% 393,469 $10.0M
Credit Agricole S A 0.04% Add +3.6% 380,338 $9.6M
KLCM Advisors, Inc. 1.13% Reduce -16.4% 379,406 $9.6M
Schroder Investment Management Group 0.01% Reduce -23.7% 378,466 $9.6M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -5.9% 372,848 $9.5M
Asset Management One Co., Ltd. 0.03% Add +5.0% 366,206 $9.3M
Prudential PLC 0.05% Reduce -5.4% 363,279 $9.2M
KLP Kapitalforvaltning As 0.04% Add +1.1% 354,243 $9.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +6.4% 352,798 $9.0M
ING Groep NV 0.06% Add +213.1% 351,346 $8.9M
Cibc World Market Inc. 0.02% Add +62.4% 335,731 $8.5M
Edgestream Partners, L.P. 0.29% Add +2839.0% 334,953 $8.5M
Ethic Inc. 0.17% Reduce -8.5% 331,597 $8.5M
Bank of Nova Scotia 0.02% Add +88.4% 332,261 $8.4M
Varma Mutual Pension Insurance Co 0.07% Reduce -8.0% 330,503 $8.4M
NorthCoast Asset Management LLC 0.04% Add +37.0% 323,516 $8.2M
Point72 (DIFC) Ltd 0.79% Add +10.3% 323,081 $8.2M
Sei Investments Co. 0.01% Add +15.4% 321,779 $8.2M
Park National Corp. 0.30% Add +6.2% 321,003 $8.1M
DekaBank Deutsche Girozentrale 0.02% Reduce -0.3% 323,841 $8.0M
Gotham Asset Management 0.07% Reduce -26.5% 315,680 $8.0M
M&G PLC 0.05% New 313,393 $7.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +42.4% 308,099 $7.8M
Teacher Retirement System of Texas 0.03% Add +1662.3% 294,849 $7.5M
Hamilton Capital Partners Inc. 0.48% Add +18.9% 294,356 $7.5M
SG Americas Securities, LLC 0.03% Add +843.0% 294,309 $7.5M
TD Waterhouse Canada Inc. 0.06% Reduce -46.3% 289,235 $7.4M
Manning & Napier Advisors LLC 0.09% Reduce -3.6% 287,588 $7.3M
Resona Asset Management Co.,Ltd. 0.04% Add +7.0% 285,288 $7.2M
Nomura Asset Management Co. Ltd. 0.02% Add +2.2% 280,557 $7.1M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -1.6% 278,460 $7.1M
Black Cypress Capital Management, LLC 6.38% Add +30.7% 275,902 $7.0M
Sage Capital Advisors,llc 1.83% Add +0.3% 275,517 $7.0M
Public Employees Retirement System of Ohio 0.03% Reduce -10.4% 271,496 $6.9M
Natixis Advisors, LLC 0.01% Reduce -44.0% 263,183 $6.7M
Voya Investment Management LLC 0.01% Reduce -1.4% 262,437 $6.7M
State of New Jersey Common Pension Fund D 0.03% Reduce -14.0% 262,274 $6.7M
Wesbanco Bank Inc. 0.23% Add +59.3% 258,543 $6.6M
Lee Danner & Bass Inc. 0.53% Reduce -0.6% 257,132 $6.5M
Stifel Financial Corp. 0.01% Reduce -53.1% 255,061 $6.5M
Arizona State Retirement System 0.04% Reduce -0.9% 254,050 $6.4M
Aviva PLC 0.02% Add +10.6% 246,138 $6.2M
Guinness Asset Management LTD 0.12% Reduce -20.0% 246,291 $6.2M
Wealthfront Advisers LLC 0.02% Add +9.4% 236,302 $6.0M
Meyer Handelman Co. 0.21% Reduce -7.9% 235,599 $6.0M
State of Michigan Retirement System 0.03% Reduce -1.2% 235,522 $6.0M
Public Sector Pension Investment Board 0.03% Add +1.8% 232,128 $5.9M
IFM Investors Pty Ltd 0.06% Reduce -10.9% 229,006 $5.8M
Ensign Peak Advisors, Inc 0.01% Reduce -0.7% 228,155 $5.8M
MetLife Investment Management, LLC 0.03% Reduce -3.0% 225,710 $5.7M
Generali Powszechne Towarzystwo Emerytalne 1.76% No change 220,000 $5.6M
Commonwealth Equity Services, LLC 0.01% Add +29.9% 215,758 $5.5M
Eisler Capital Management Ltd. 0.16% Add +75.9% 210,926 $5.3M
Leonteq Securities AG 0.40% Add +38.1% 210,668 $5.3M
Achmea Investment Management B.V. 0.08% Add +74.5% 208,617 $5.3M
USS Investment Management Ltd 0.04% Reduce -19.7% 206,749 $5.2M
Aptus Capital Advisors, LLC 0.06% Add +763.5% 206,405 $5.2M
B. Metzler seel. Sohn & Co. AG 0.05% Add +4.6% 204,866 $5.2M
Corebridge Financial, Inc. 0.03% Reduce -4.1% 199,549 $5.1M
Czech National Bank 0.05% Add +4.7% 199,427 $5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +6.3% 198,521 $5.0M
Quantbot Technologies LP 0.16% Add +167.1% 196,561 $5.0M
Generali Asset Management SPA SGR 0.12% Add +8.0% 195,304 $5.0M
HAP Trading, LLC 1.75% Add +4.4% 193,131 $4.9M
Medici Capital LLC 5.91% Add +993.1% 191,300 $4.9M
Retirement Systems of Alabama 0.02% Reduce -1.9% 186,545 $4.7M
Azzad Asset Management Inc. 0.56% New 186,385 $4.7M
Janney Montgomery Scott LLC 0.01% Reduce -6.5% 178,441 $4.5M
ProShare Advisors LLC 0.01% Reduce -8.9% 177,600 $4.5M
AustralianSuper Pty Ltd 0.03% Add +18.5% 175,277 $4.4M
Amalgamated Bank 0.04% Add +0.7% 170,764 $4.3M
Creative Planning 0.00% Reduce -4.0% 170,354 $4.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -68.0% 169,749 $4.3M
Rafferty Asset Management, LLC 0.02% Reduce -16.5% 169,236 $4.3M
Fieldview Capital Management, LLC 0.60% New 168,081 $4.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -0.6% 167,995 $4.3M
US Bancorp \de 0.01% Add +6.2% 167,314 $4.2M
Boothbay Fund Management, LLC 0.15% Add +381.4% 166,445 $4.2M
Ieq Capital, LLC 0.03% Add +223.3% 165,965 $4.2M
Aigen Investment Management, LP 0.67% Add +19.6% 165,146 $4.2M
DNB Asset Management AS 0.02% Reduce -5.9% 163,977 $4.2M
Comerica Bank 0.02% Reduce -4.0% 162,807 $4.1M
Mariner, LLC 0.01% Reduce -9.3% 161,692 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +33.6% 159,533 $4.0M
Martin & Co. Inc. 0.78% Add +4.0% 159,088 $4.0M
Skylands Capital, LLC 0.58% Reduce -4.5% 158,400 $4.0M
Bulltick Wealth Management, LLC 1.06% Add +1937.4% 157,901 $4.0M
Entropy Technologies, LP 0.39% Add +42.8% 156,755 $4.0M
Osaic Holdings, Inc. 0.01% Reduce -22.7% 155,222 $3.9M
Great Valley Advisor Group, Inc. 0.08% Add +20.3% 152,085 $3.9M
CIBC Asset Management Inc 0.01% Reduce -1.7% 151,251 $3.8M
Utah Retirement Systems 0.04% No change 145,840 $3.7M
Sciencast Management LP 0.82% Add +24.9% 139,683 $3.5M
WINTON GROUP Ltd 0.21% Add +17.9% 133,790 $3.4M
Ilmarinen Mutual Pension Insurance Co 0.03% Reduce -16.4% 132,744 $3.4M
Quantinno Capital Management LP 0.02% Add +23.1% 132,661 $3.4M
Capstone Investment Advisors, LLC 0.04% Reduce -14.3% 132,461 $3.4M
Pathstone Holdings, LLC 0.01% Reduce -5.7% 131,309 $3.3M
Builder Investment Group Inc. 0.95% Reduce -19.8% 131,191 $3.3M
New York Life Investment Management LLC 0.03% Reduce -2.3% 130,067 $3.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +527.9% 130,104 $3.3M
Centiva Capital, LP 0.19% New 129,583 $3.3M
Macquarie Group Ltd. 0.00% Add +15.4% 129,393 $3.3M
Police & Firemen's Retirement System of New Jersey 0.03% No change 128,382 $3.3M
Concurrent Investment Advisors, LLC 0.08% Add +23.0% 128,351 $3.3M
Daiwa Securities Group Inc. 0.01% Add +9.5% 126,901 $3.2M
Cary Street Partners Financial LLC 0.10% Add +19.1% 125,972 $3.2M
Cetera Investment Advisers 0.01% Reduce -1.9% 125,719 $3.2M
Waverly Advisors, LLC 0.04% Add +268.7% 124,600 $3.2M
Merrion Investment Management Co, LLC 2.25% Reduce -1.9% 123,700 $3.1M
Xponance LLC 0.03% Add +1.7% 122,109 $3.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -65.6% 121,301 $3.1M
Oppenheimer & Co. Inc. 0.05% Add +52.6% 121,253 $3.1M
Mackenzie Financial Corp. 0.00% Add +18.5% 119,382 $3.0M
Blair William & Co. 0.01% Add +9.1% 119,065 $3.0M
XTX Topco Ltd 0.15% Add +69.0% 118,332 $3.0M
Renaissance Investment Group LLC 0.72% Reduce -15.0% 117,383 $3.0M
Campbell & CO Investment Adviser LLC 0.22% New 114,613 $2.9M
Hennessy Advisors Inc. 0.10% Add +22.5% 113,880 $2.9M
Scott & Selber, Inc. 0.92% Add +39.8% 113,663 $2.9M
Tocqueville Asset Management L.P. 0.05% Add +15.5% 113,599 $2.9M
CWA Asset Management Group, LLC 0.14% Reduce -21.7% 113,337 $2.9M
Corient Private Wealth LP 0.00% Add +6.5% 111,417 $2.8M
Yousif Capital Management, LLC 0.03% Reduce -1.6% 111,405 $2.8M
Nissay Asset Management Corp. /Japan 0.02% Add +0.8% 110,876 $2.8M
Vanguard Personalized Indexing Management, LLC 0.04% Add +14.2% 110,138 $2.8M
Capital International, Inc. 0.03% Reduce -61.5% 108,412 $2.8M
AlphaQuest LLC 0.30% Add +94.7% 108,301 $2.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.6% 107,137 $2.7M
Y-Intercept (Hong Kong) Ltd 0.18% Reduce -22.9% 106,873 $2.7M
Vontobel Holding Ltd. 0.01% Add +83.5% 105,844 $2.7M
Integrated Wealth Concepts LLC 0.03% Add +24.4% 105,377 $2.7M
Cibc World Markets Corp. 0.02% Reduce -24.2% 105,183 $2.7M
UniSuper Management Pty Ltd 0.02% Add +9.4% 103,063 $2.6M
Truist Financial Corp. 0.00% Reduce -30.2% 102,809 $2.6M
Advisors Asset Management, Inc. 0.05% Reduce -13.0% 101,829 $2.6M
State of Alaska, Department of Revenue 0.03% Add +1.5% 101,694 $2.6M
Tejara Capital Ltd 1.27% Add +204.0% 101,550 $2.6M
Mutual of America Capital Management LLC 0.03% Reduce -4.1% 100,936 $2.6M
Swiss Life Asset Management Ltd 0.02% Reduce -33.2% 100,398 $2.5M
Delta Global Management LP 0.18% New 100,020 $2.5M
Tidal Investments LLC 0.02% Reduce -21.6% 99,874 $2.5M
GDS Wealth Management 0.22% Reduce -7.9% 99,437 $2.5M
CoreCommodity Management, LLC 0.40% Add +24.0% 97,751 $2.5M
Occudo Quantitative Strategies LP 0.33% Add +361.0% 98,083 $2.5M
M&T Bank Corp 0.01% Reduce -14.3% 95,672 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.3% 94,962 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +132.1% 94,007 $2.4M
Allianz Asset Management GmbH 0.00% Reduce -52.7% 93,392 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +7.5% 92,754 $2.4M
OP Asset Management Ltd 0.04% — 91,000 $2.3M
Elo Mutual Pension Insurance Co 0.05% Reduce -4.0% 90,148 $2.3M
Interval Partners, LP 0.08% Add +4.4% 89,138 $2.3M
Simplex Trading, LLC 0.08% Reduce -45.4% 88,479 $2.2M
Avion Wealth 0.57% No change 81,321 $2.2M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -97.5% 85,518 $2.2M
NewEdge Advisors, LLC 0.01% Add +21.6% 84,900 $2.2M
Heritage Investors Management Corp. 0.07% No change 84,725 $2.1M
Cwm, LLC 0.01% Add +137.5% 83,929 $2.1M
Man Group plc 0.01% Reduce -24.2% 83,228 $2.1M
Public Employees Retirement Association of Colorado 0.01% No change 80,571 $2.0M
Larson Financial Group LLC 0.10% Reduce -0.7% 80,126 $2.0M
Twin Tree Management, LP 0.04% New 79,447 $2.0M
Prime Capital Investment Advisors, LLC 0.02% Add +1.8% 79,184 $2.0M
Rakuten Investment Management, Inc. 0.01% — 79,631 $2.0M
Synovus Financial Corp. 0.03% Add +4.9% 78,517 $2.0M
AG2R La Mondiale Gestion D'actifs 0.11% — 99,391 $1.9M
Mercer Global Advisors Inc. 0.00% Add +15.0% 75,649 $1.9M
Oregon Public Employees Retirement Fund 0.04% Reduce -1.0% 74,523 $1.9M
Captrust Financial Advisors 0.00% Add +49.3% 74,392 $1.9M
Hara Capital LLC 1.27% Add +36.1% 73,875 $1.9M
Dodge & Cox 0.00% Reduce -8.7% 73,660 $1.9M
Townsend & Associates, Inc 0.19% Add +47.7% 84,945 $1.9M
Woodline Partners LP 0.01% Add +39.0% 73,341 $1.9M
Recurrent Investment Advisors LLC 0.16% Add +1.9% 72,264 $1.8M
Mediolanum International Funds Ltd 0.03% Add +0.8% 72,381 $1.8M
Caprock Group, LLC 0.06% Add +1.7% 71,422 $1.8M
Birmingham Capital Management Co. Inc. 0.68% Add +2.6% 71,363 $1.8M
KBC Group NV 0.01% Reduce -9.9% 71,331 $1.8M
Titleist Asset Management, LLC 0.21% Add +5.6% 71,147 $1.8M
Oak Thistle LLC 0.36% Add +90.0% 70,076 $1.8M
Banque Pictet & Cie SA 0.02% Add +27.6% 69,884 $1.8M
Algert Global LLC 0.04% New 69,849 $1.8M
Storebrand Asset Management As 0.01% Reduce -47.0% 69,595 $1.8M
111 Capital 0.34% Add +291.6% 69,559 $1.8M
BNP Paribas 0.07% Add +374.8% 69,515 $1.8M
Mizuho Securities USA LLC 0.04% Reduce -16.5% 69,508 $1.8M
Assetmark, Inc. 0.00% Add +8.9% 69,211 $1.8M
Intech Investment Management LLC 0.02% Add +309.1% 68,946 $1.7M
iA Global Asset Management Inc. 0.03% Reduce -18.6% 68,036 $1.7M
Janus Henderson Group PLC 0.00% Reduce -35.1% 68,516 $1.7M
Teachers Retirement System of the State of Kentucky 0.02% Add +3.7% 67,710 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -16.3% 67,230 $1.7M
PEAK6 LLC 0.07% Add +35.5% 67,174 $1.7M
Metis Global Partners, LLC 0.05% Add +4.6% 66,911 $1.7M
LGT Group Foundation 0.02% Add +0.3% 66,838 $1.7M
Tower Research Capital LLC (TRC) 0.05% Add +23.4% 66,628 $1.7M
Valley National Advisers Inc. 0.30% Add +2.6% 65,998 $1.7M
NEOS Investment Management LLC 0.03% Add +24.1% 64,577 $1.6M
Rockefeller Capital Management L.P. 0.00% Reduce -87.6% 63,559 $1.6M
Clark Estates Inc. 0.33% Reduce -27.6% 61,440 $1.6M
Capital International Sarl 0.04% Reduce -25.2% 61,435 $1.6M
Kentucky Retirement Systems 0.05% Reduce -0.8% 60,186 $1.5M
one8zero8, LLC 0.36% Reduce -0.3% 60,150 $1.5M
Argyle Capital Management, LLC 0.57% Add +5.8% 59,985 $1.5M
New Age Alpha Advisors, LLC 0.07% Reduce -25.7% 59,295 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -40.6% 59,188 $1.5M
Parallax Volatility Advisers, L.P. 0.06% Add +51.0% 58,643 $1.5M
Alaska Permanent Fund Corp 0.02% No change 74,567 $1.5M
Bokf, NA 0.03% Add +31.4% 58,064 $1.5M
Lockheed Martin Investment Management Co. 0.06% Reduce -2.4% 57,850 $1.5M
MAI Capital Management 0.01% Add +30.5% 57,641 $1.5M
Guggenheim Capital LLC 0.01% Reduce -15.0% 57,230 $1.5M
Mraz, Amerine & Associates, Inc. 0.24% Add +28.9% 56,755 $1.4M
Aster Capital Management (DIFC) Ltd 0.26% Add +97.2% 53,205 $1.4M
Machina Capital S.A.S. 0.41% New 54,903 $1.4M
Credit Industriel Et Commercial 0.31% New 54,720 $1.4M
Central Valley Advisors, LLC 0.53% Add +7.3% 54,716 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -10.0% 54,265 $1.4M
Moors & Cabot, Inc. 0.07% Reduce -9.7% 54,129 $1.4M
Norinchukin Bank, The 0.03% Add +17.0% 53,750 $1.4M
Ostrum Asset Management 0.07% Reduce -1.4% 53,314 $1.4M
Hartford Investment Management Co. 0.05% Reduce -2.1% 52,945 $1.3M
Harvest Investment Advisors, LLC 0.97% Add +24.0% 52,710 $1.3M
Sanctuary Advisors, LLC 0.01% Reduce -7.5% 52,287 $1.3M
Focus Partners Wealth 0.00% Add +24.0% 52,045 $1.3M
Arcadia Investment Management Corp. 0.24% Add +0.2% 52,005 $1.3M
Private Advisor Group, LLC 0.01% Add +35.0% 51,749 $1.3M
Nisa Investment Advisors, LLC 0.01% Reduce -20.2% 51,596 $1.3M
Miller Howard Investments Inc. 0.04% Add +1.5% 51,104 $1.3M
Profund Advisors LLC 0.06% Add +3.5% 50,899 $1.3M
Twinbeech Capital LP 0.02% Reduce -97.5% 50,892 $1.3M
Glenmede Trust Co. NA 0.01% Reduce -16.2% 50,884 $1.3M
Gulf International Bank (UK) Ltd 0.04% Reduce -28.1% 50,659 $1.3M
Sterling Capital Management LLC 0.02% Reduce -6.2% 49,020 $1.2M
Avantax Advisory Services, Inc. 0.01% Add +27.3% 48,993 $1.2M
Allianz SE 0.03% Add +11.9% 48,814 $1.2M
Allstate Corp. 0.04% Add +81.0% 48,433 $1.2M
Oak Associates Ltd. 0.09% No change 48,350 $1.2M
Quadrature Capital Ltd 0.03% New 48,257 $1.2M
Crossmark Global Holdings, Inc. 0.02% Reduce -0.4% 48,053 $1.2M
Empirical Finance, LLC 0.07% Add +2.2% 47,389 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.3% 46,700 $1.2M
Washington Capital Management, Inc. 0.96% Reduce -0.8% 46,670 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 46,483 $1.2M
AXA S.A. 0.00% Reduce -37.2% 46,443 $1.2M
Banque Cantonale Vaudoise 0.05% — 46,218 $1.2M
Securian Asset Management, Inc. 0.04% Reduce -2.6% 45,984 $1.2M
Gsa Capital Partners LLP 0.10% Reduce -5.8% 44,950 $1.1M
Generali Investments CEE, investicni spolecnost, a.s. 0.11% No change 44,900 $1.1M
Great Lakes Advisors, LLC 0.01% Reduce -4.4% 44,742 $1.1M
Candriam S.C.A. 0.01% Reduce -36.0% 44,635 $1.1M
Colonial Trust Advisors 0.10% Reduce -11.7% 44,589 $1.1M
D.A. Davidson & Co. 0.01% Add +24.1% 44,453 $1.1M
Merit Financial Group, LLC 0.02% Add +206.8% 44,440 $1.1M
Headlands Technologies LLC 0.13% Add +1899.4% 44,307 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.3% 43,493 $1.1M
Massachusetts Wealth Management 0.76% Reduce -0.2% 43,575 $1.1M
L2 Asset Management, LLC 0.23% New 43,357 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -13.3% 43,308 $1.1M
Orion Portfolio Solutions, LLC 0.01% Reduce -13.3% 43,308 $1.1M
Amova Asset Management Americas, Inc. 0.01% Add +0.4% 42,848 $1.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Add +178.8% 42,721 $1.1M
Carlson Capital, L.P. 0.60% New 42,400 $1.1M
Knollwood Investment Advisory, LLC 0.12% No change 41,689 $1.1M
Advisory Services Network, LLC 0.02% Add +252.0% 41,679 $1.1M
MML Investors Services, LLC 0.00% Reduce -11.9% 41,305 $1.0M
Maryland State Retirement & Pension System 0.02% Reduce -12.4% 41,209 $1.0M
New Mexico Educational Retirement Board 0.04% Reduce -2.4% 41,071 $1.0M
Spirit of America Management Corp. 0.21% Reduce -12.8% 41,000 $1.0M
Walleye Capital LLC 0.01% Add +150.7% 39,956 $1.0M
Panagora Asset Management Inc. 0.01% Reduce -15.3% 39,832 $1.0M
Cacti Asset Management LLC 0.08% No change 40,000 $1.0M
Nebula Research & Development LLC 0.09% New 39,061 $991K
Hills Bank & Trust Co 0.07% Add +1.6% 38,733 $983K
Arkadios Wealth Advisors 0.04% Add +316.0% 38,649 $981K
StoneX Group Inc. 0.05% Reduce -4.9% 38,550 $978K
EverSource Wealth Advisors, LLC 0.05% Add +3.4% 37,839 $960K
Neuberger Berman Group LLC 0.00% Reduce -34.0% 37,590 $954K
Lombard Odier Asset Management (USA) Corp 0.39% Add +9.0% 36,500 $926K
United Capital Financial Advisors, LLC 0.01% Reduce -1.8% 36,254 $920K
Baker Avenue Asset Management, LP 0.03% Add +0.7% 36,221 $919K
Daiichi Life Insurance Co., Ltd. 0.03% No change 35,717 $906K
CCM Investment Group, LLC 0.09% New 35,762 $897K
Acadian Asset Management LLC 0.00% New 35,305 $895K
&partners 0.01% Reduce -15.1% 35,565 $892K
Kestra Advisory Services, LLC 0.00% Reduce -2.3% 35,048 $889K
Bayesian Capital Management, LP 0.15% New 34,600 $878K
Townsquare Capital LLC 0.01% Add +22.4% 34,514 $876K
Savant Capital, LLC 0.01% Add +15.2% 34,294 $870K
Wolverine Trading, LLC 0.03% Reduce -56.1% 34,217 $858K
MQS Management LLC 0.49% New 33,365 $846K
Illinois Municipal Retirement Fund 0.01% No change 32,855 $834K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -6.4% 32,799 $832K
Ofi Invest Asset Management 0.02% Reduce -97.2% 34,858 $819K
OMERS ADMINISTRATION Corp 0.01% Reduce -14.3% 32,100 $814K
Citizens & Northern Corp. 0.23% Add +5.0% 31,801 $807K
Citizens Financial Group Inc. 0.02% Reduce -9.9% 31,626 $802K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.9% 31,287 $794K
Kestra Investment Management, LLC 0.02% New 31,222 $792K
Argent Trust Co 0.03% Add +1.3% 31,081 $789K
Commerce Bank 0.01% Reduce -9.4% 31,024 $787K
KDK Private Wealth Management, LLC 0.89% No change 30,897 $784K
Jones Financial Companies LLLP 0.00% Add +26.7% 31,236 $784K
Waldron Private Wealth LLC 0.04% Reduce -9.6% 30,012 $761K
Viking Fund Management LLC 0.11% No change 30,000 $761K
Glynn Capital Management LLC 0.20% No change 29,839 $757K
Polymer Capital Management (US) LLC 0.22% Add +194.0% 29,130 $739K
Bosman Wealth Management, LLC 0.75% Reduce -61.4% 29,073 $738K
EPG Wealth Management LLC 0.20% New 28,824 $731K
Atria Investments, Inc 0.01% Add +11.0% 28,674 $727K
NorthCrest Asset Manangement, LLC 0.02% Add +29.9% 28,288 $718K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.0% 27,610 $700K
Aspire Growth Partners LLC 0.62% Add +0.0% 36,098 $699K
Missouri Trust & Investment Co 0.24% Add +179.9% 27,485 $697K
Cullen Investment Group, LTD. 0.11% Reduce -27.7% 27,389 $695K
Exchange Traded Concepts, LLC 0.01% Add +67.2% 27,374 $694K
Gallacher Capital Management LLC 0.34% Add +41.9% 27,145 $689K
Petrus Trust Company, LTA 0.06% Add +93.1% 27,026 $686K
V-Square Quantitative Management LLC 0.10% Add +0.2% 26,855 $681K
Semanteon Capital Management, LP 0.37% Reduce -24.8% 26,803 $680K
Point72 Hong Kong Ltd 0.05% Reduce -81.3% 26,369 $669K
Gilliland Jeter Wealth Management LLC 0.24% Reduce -6.4% 26,255 $666K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -2.5% 25,980 $659K
Ballast, Inc. 0.19% Add +3.6% 25,940 $658K
Great Lakes Retirement, Inc. 0.09% Add +8.2% 25,867 $656K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -14.7% 25,635 $650K
Colonial Trust Co / SC 0.10% Reduce -9.3% 25,389 $644K
Readystate Asset Management LP 0.06% Add +26.2% 25,283 $641K
Abc Arbitrage SA 0.12% New 25,048 $635K
Aft, Forsyth & Sober, LLC 0.22% Reduce -52.5% 25,000 $634K
Investment Management Corp of Ontario 0.01% New 24,829 $630K
John G Ullman & Associates Inc. 0.10% Reduce -28.1% 24,658 $626K
Pin Oak Investment Advisors Inc. 0.47% No change 24,705 $619K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.3% 24,378 $618K
Chilton Capital Management LLC 0.03% Reduce -36.5% 24,322 $617K
B. Riley Wealth Advisors, Inc. 0.02% Add +109.8% 24,267 $616K
Sowell Financial Services LLC 0.03% Add +5.5% 24,036 $610K
Bessemer Group Inc. 0.00% Reduce -6.5% 23,953 $608K
Brown Advisory Inc. 0.00% Add +12.0% 23,712 $602K
SCP Investment, LP 0.51% New 23,600 $599K
J.W. Cole Advisors, Inc. 0.02% Add +37.9% 23,371 $593K
Fifth Third Bancorp 0.00% Reduce -24.2% 23,296 $591K
Walleye Trading LLC 0.02% New 23,146 $587K
Saxon Interests, Inc. 0.27% Reduce -4.5% 22,663 $575K
Bridgefront Capital, LLC 0.17% New 22,606 $574K
Pallas Capital Advisors LLC 0.02% New 22,389 $568K
International Assets Investment Management, LLC 0.05% Add +39.9% 21,741 $552K
Applied Finance Capital Management, LLC 0.04% Add +1.8% 21,701 $551K
Vident Advisory, LLC 0.01% Add +66.5% 21,588 $548K
IFP Advisors, Inc 0.02% Add +15.8% 21,565 $547K
Wahed Invest LLC 0.09% Add +5.2% 21,420 $543K
Impact Partnership Wealth, LLC 0.12% New 21,321 $541K
VeraBank, N.A. 0.15% Add +1.2% 21,231 $539K
Meeder Advisory Services, Inc. 0.03% Reduce -9.9% 21,202 $538K
United Services Automobile Association 0.02% No change 21,366 $536K
Huber Capital Management LLC 0.10% No change 20,900 $530K
Caxton Associates LLP 0.02% — 20,760 $527K
Ballentine Partners, LLC 0.01% Add +7.9% 20,694 $525K
Huntington National Bank 0.01% Reduce -36.6% 20,519 $521K
Icon Wealth Advisors, LLC 0.04% New 20,416 $518K
Quadrant Capital Group LLC 0.02% Add +138.3% 20,301 $515K
Versor Investments LP 0.08% New 20,237 $513K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -27.5% 20,089 $510K
One68 Global Capital, LLC 0.25% New 20,000 $507K
Holowesko Partners Ltd. 0.19% No change 20,000 $507K
Clearbridge Investments, LLC 0.00% No change 20,000 $507K
Lauterbach Financial Advisors, LLC 0.31% No change 19,641 $498K
Baader Bank Aktiengesellschaft 0.05% Add +18.8% 19,162 $480K
Vestcor Inc 0.02% Add +41.2% 18,833 $478K
Scotia Capital Inc. 0.00% Add +24.9% 18,564 $471K
EP Wealth Advisors, LLC 0.00% Add +58.5% 18,515 $470K
Jain Global LLC 0.01% New 18,352 $466K
Lido Advisors, LLC 0.00% Reduce -35.2% 18,204 $462K
First Horizon Advisors, Inc. 0.01% Add +25.8% 18,164 $461K
GFG Capital, LLC 0.14% No change 17,726 $450K
Journey Advisory Group, LLC 0.04% Reduce -14.6% 17,395 $441K
ORG Partners LLC 0.11% Add +13675.2% 17,219 $440K
EagleClaw Capital Managment, LLC 0.07% Add +2.1% 17,226 $437K
Penserra Capital Management LLC 0.01% Reduce -29.2% 17,291 $437K
Argonautica Private Wealth Management, Inc. 0.15% Add +3.7% 17,181 $436K
PFG Investments, LLC 0.03% Reduce -1.9% 17,143 $435K
Focus Partners Advisor Solutions, LLC 0.01% New 17,144 $435K
West Tower Group, LLC 1.13% New 17,000 $431K
Cordgrass Capital Advisors, LLC 0.12% New 16,921 $429K
CW Advisors, LLC 0.01% New 16,754 $427K
Pitcairn Co. 0.03% Reduce -6.6% 16,658 $423K
Stephens Inc. 0.01% Reduce -27.3% 16,562 $420K
Fayez Sarofim & Co 0.00% Reduce -3.0% 16,540 $420K
Capital Research Global Investors 0.00% New 16,521 $419K
Longfellow Investment Management Co. LLC 0.10% New 16,509 $419K
Greenleaf Trust 0.00% Add +17.0% 16,508 $419K
Holderness Investments Co. 0.10% Add +1.6% 16,320 $414K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.4% 16,282 $413K
AdvisorShares Investments LLC 0.08% No change 15,850 $405K
J. Safra Sarasin Holding AG 0.01% Reduce -20.0% 15,804 $401K
Wedbush Securities Inc. 0.01% Reduce -9.9% 15,610 $396K
DAVENPORT & Co LLC 0.00% Reduce -2.5% 15,593 $396K
Clarus Group, Inc. 0.15% Add +4.7% 15,567 $395K
Beacon Pointe Advisors, LLC 0.00% Add +6.1% 15,547 $394K
Mufg Securities Americas Inc. 0.05% Add +18.5% 15,366 $390K
Gries Financial LLC 0.08% New 15,358 $390K
NJ State Employees Deferred Compensation Plan 0.05% No change 15,267 $387K
HB Wealth Management, LLC 0.00% Add +14.0% 15,211 $386K
Mgo One Seven LLC 0.01% Add +23.9% 15,197 $386K
Oxford Asset Management LLP 0.18% Reduce -21.4% 15,161 $385K
Graham Capital Management, L.P. 0.02% Reduce -8.5% 15,047 $382K
MGB Wealth Management, LLC 0.14% Reduce -6.0% 14,962 $378K
Gradient Investments LLC 0.01% Reduce -2.0% 14,877 $377K
Belpointe Asset Management LLC 0.02% New 14,553 $369K
Perbak Capital Partners LLP 0.27% New 14,420 $366K
Snowden Capital Advisors LLC 0.01% Reduce -1.2% 14,395 $365K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -0.8% 14,256 $362K
Apollon Wealth Management, LLC 0.01% Reduce -22.1% 14,195 $360K
Moody National Bank Trust Division 0.04% Add +2.5% 14,108 $358K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +34.0% 13,998 $355K
Cerro Pacific Wealth Advisors LLC 0.12% Reduce -11.6% 13,031 $354K
Systematic Alpha Investments, LLC 0.01% No change 13,816 $351K
Eukles Asset Management 0.15% Add +12.2% 13,790 $350K
Everhart Financial Group, Inc. 0.05% Add +72.3% 13,660 $347K
Forum Financial Management, LP 0.01% Add +0.6% 13,596 $345K
Peapack Gladstone Financial Corp. 0.01% Reduce -32.9% 13,234 $336K
HBW Advisory Services LLC 0.05% Add +25.8% 13,212 $335K
Coldstream Capital Management Inc. 0.01% Reduce -24.2% 13,207 $335K
Atala Financial Inc 0.24% No change 13,179 $334K
Callan Family Office, LLC 0.03% Add +5.7% 13,152 $334K
TCW Group Inc. 0.00% Add +5.7% 13,119 $333K
Signaturefd, LLC 0.01% Reduce -16.6% 13,002 $330K
Park Avenue Securities LLC 0.00% Reduce -12.5% 12,932 $328K
Benjamin Edwards Inc. 0.00% Add +17.7% 12,870 $327K
Wilmington Savings Fund Society, FSB 0.01% Add +0.3% 12,819 $325K
Syon Capital LLC 0.03% Add +12.6% 12,691 $322K
Legal Advantage Investments, Inc. 0.17% No change 12,500 $317K
Horizon Investments, LLC 0.01% Add +0.8% 12,484 $317K
AE Wealth Management LLC 0.00% Add +5.1% 12,469 $316K
Numerai GP LLC 0.06% Add +20.7% 12,465 $316K
Inspire Investing, LLC 0.04% Add +31.6% 12,447 $316K
Court Place Advisors, LLC 0.10% Reduce -5.7% 12,345 $313K
Parallel Advisors, LLC 0.01% Add +25.1% 12,316 $312K
Nicolet Bankshares Inc. 0.06% Reduce -10.5% 12,189 $309K
Prospera Financial Services Inc 0.01% Reduce -11.5% 12,169 $309K
IFG Advisory, LLC 0.02% Reduce -6.4% 12,121 $308K
Mystic Asset Management, Inc. 0.08% Add +13.0% 12,102 $307K
MBB Public Markets I LLC 0.04% New 12,091 $307K
Johnson Investment Counsel Inc. 0.00% Reduce -34.6% 12,028 $305K
Sava Infond d.o.o. 0.06% No change 12,000 $304K
Capital Fund Management S.A. 0.00% New 11,980 $304K
Midland Wealth Advisors, LLC 0.02% Reduce -17.9% 11,882 $301K
Axq Capital, LP 0.12% New 11,777 $299K
Welch Group, LLC 0.01% Add +0.0% 11,845 $297K
Dover Advisors, LLC 0.13% Add +0.6% 11,681 $296K
GTS Securities LLC 0.01% Reduce -28.6% 11,632 $295K
GAMMA Investing LLC 0.02% Add +33.6% 11,619 $295K
Bleakley Financial Group, LLC 0.01% Add +3.0% 11,558 $293K
Meridian Wealth Management, LLC 0.01% Add +51.1% 11,504 $292K
BWM Planning, LLC 0.12% Add +1.3% 11,235 $285K
Montgomery Investment Management Inc. 0.11% New 11,200 $284K
Resolute Wealth Strategies, LLC 0.16% Add +1.4% 11,104 $282K
Westwood Holdings Group Inc. 0.00% Add +15.5% 11,078 $281K
Frank, Rimerman Advisors LLC 0.02% Reduce -20.8% 11,001 $279K
Investors Asset Management of Georgia Inc. /Ga/ 0.14% No change 10,970 $278K
Johnson Financial Group, Inc. 0.01% Reduce -3.4% 10,860 $276K
Level Four Advisory Services, LLC 0.01% Reduce -35.0% 10,803 $274K
TOWER TRUST & INVESTMENT Co 0.22% — 13,808 $273K
SeaCrest Wealth Management, LLC 0.03% Add +0.4% 10,768 $273K
QRG Capital Management, Inc. 0.00% Reduce -76.0% 10,764 $273K
Atria Wealth Solutions, Inc. 0.00% Reduce -47.3% 10,728 $272K
LeClair Wealth Partners LLC 0.20% Reduce -0.8% 10,700 $271K
Fifth Third Wealth Advisors LLC 0.01% Reduce -0.2% 10,616 $269K
Federated Hermes, Inc. 0.00% Reduce -20.1% 10,579 $268K
HM Payson & Co. 0.00% Reduce -9.4% 10,577 $268K
Sagespring Wealth Partners, LLC 0.01% Add +4.2% 10,562 $268K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -50.0% 10,506 $267K
Quarry LP 0.07% Reduce -63.4% 10,496 $266K
Your Advocates Ltd., LLP 0.10% No change 10,419 $264K
CI Investments Inc. 0.00% Add +3.1% 10,378 $263K
Summit Financial, LLC 0.01% New 10,337 $262K
Siemens Fonds Invest GmbH 0.02% Add +8.2% 10,271 $261K
Searle & Co. 0.07% No change 10,249 $260K
QSV Equity Investors LLC 0.27% New 10,246 $260K
Wedmont Private Capital 0.01% Reduce -4.9% 12,304 $259K
Wealth Advisors of Tampa Bay, LLC 0.10% New 10,025 $254K
Citizens National Bank Trust Department 0.05% No change 9,980 $253K
CX Institutional 0.01% Add +76.9% 9,960 $253K
Kingsview Wealth Management, LLC 0.00% Reduce -9.6% 9,921 $252K
Jacobi Capital Management LLC 0.02% Reduce -15.5% 9,856 $250K
Bowman & Co S.C. 0.12% Reduce -52.8% 9,849 $250K
Guinness Atkinson Asset Management Inc 0.14% Reduce -4.6% 9,809 $249K
SYM FINANCIAL Corp 0.03% New 9,714 $246K
Brevan Howard Capital Management LP 0.01% New 9,700 $246K
BSW Wealth Partners 0.04% New 9,636 $244K
City Center Advisors, LLC 0.28% Reduce -4.0% 9,558 $242K
Geneos Wealth Management Inc. 0.01% Reduce -11.4% 9,510 $241K
Capital Analysts, LLC 0.01% Reduce -6.9% 9,500 $241K
MSH Capital Advisors LLC 0.07% Reduce -10.8% 9,469 $240K
Boltwood Capital Management 0.07% Add +2.2% 9,360 $237K
Sunpointe, LLC 0.13% Reduce -1.6% 9,318 $236K
Hilltop Holdings Inc. 0.01% Add +22.2% 9,288 $236K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.8% 9,273 $235K
Teza Capital Management LLC 0.11% New 9,268 $235K
Lindbrook Capital, LLC 0.02% Add +149.7% 9,258 $235K
Baird Financial Group, Inc. 0.00% Reduce -52.2% 9,205 $234K
Rothschild Investment LLC 0.02% Add +4.7% 9,124 $231K
Trust Co. of Toledo NA 0.03% Add +10.6% 9,121 $231K
Cornerstone Wealth Management, LLC 0.02% Reduce -2.0% 9,098 $231K
Angeles Wealth Management, LLC 0.02% Reduce -5.8% 9,084 $230K
Capital Advisors Inc. 0.00% Add +0.1% 9,084 $230K
Principal Securities, Inc. 0.01% No change 8,422 $229K
Sumitomo Life Insurance Co. 0.01% Reduce -1.1% 9,017 $229K
Cigna Investments Inc. 0.04% Reduce -2.1% 8,853 $225K
Founders Financial Alliance, LLC 0.05% Add +19.0% 8,830 $224K
State of Wyoming 0.03% Reduce -1.1% 8,794 $223K
Keybank National Association 0.00% Reduce -9.5% 8,787 $223K
Forte Capital LLC 0.03% New 8,785 $223K
Fruth Investment Management 0.06% No change 8,770 $222K
Manske Wealth Management 0.08% New 8,746 $222K
Choreo, LLC 0.00% Reduce -36.0% 8,731 $222K
Fourpath Capital Management, LLC 0.04% Reduce -0.3% 8,698 $221K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.2% 8,596 $218K
World Investment Advisors 0.01% Reduce -7.4% 8,580 $218K
Crux Wealth Advisors 0.11% Reduce -32.6% 8,542 $217K
Cohen Klingenstein LLC 0.01% No change 8,500 $216K
Ameritas Advisory Services, LLC 0.01% Reduce -0.0% 7,973 $215K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -33.7% 8,475 $215K
Cim Investment Management Inc. 0.05% Reduce -0.1% 8,408 $213K
OneDigital Investment Advisors LLC 0.00% New 8,386 $213K
Chicago Capital, LLC 0.01% New 8,346 $212K
Hardin Capital Partners, LLC 0.13% No change 8,240 $209K
Smith Shellnut Wilson LLC 0.10% No change 8,227 $209K
MCF Advisors LLC 0.01% Reduce -2.7% 8,211 $208K
Stonegate Investment Group, LLC 0.01% Reduce -7.0% 8,202 $208K
Sequoia Financial Advisors, LLC 0.00% Reduce -39.9% 8,161 $207K
Kingswood Wealth Advisors, LLC 0.02% New 8,122 $206K
Cercano Management LLC 0.01% No change 8,064 $205K
Guyasuta Investment Advisors Inc. 0.01% Add +0.0% 8,016 $203K
Gifford Fong Associates 0.05% No change 8,000 $203K
Smithfield Trust Co 0.01% No change 8,000 $203K
PharVision Advisers, LLC 0.28% New 7,980 $202K
Lazard Asset Management LLC 0.00% Reduce -22.4% 7,845 $198K
Lanark Financial, Inc. 0.02% — 7,779 $197K
Allworth Financial LP 0.00% Add +8.9% 8,897 $189K
Blue Trust, Inc. 0.00% Reduce -22.9% 7,265 $184K
Pittenger & Anderson Inc. 0.01% No change 7,000 $178K
SBI Securities Co., Ltd. 0.01% Add +8.9% 6,870 $174K
Bayforest Capital Ltd 0.07% Add +154.2% 6,721 $171K
Richards, Merrill & Peterson, Inc. 0.08% Add +19.8% 6,084 $154K
Golden State Wealth Management, LLC 0.02% Reduce -0.4% 6,045 $153K
Mather Group, Llc. 0.00% Reduce -33.8% 6,045 $153K
Center for Financial Planning, Inc. 0.02% Add +2.6% 5,890 $149K
Manchester Capital Management LLC 0.02% Add +301.5% 5,818 $148K
Clearstead Trust, LLC 0.03% Add +9.7% 5,485 $139K
Raiffeisen Bank International AG 0.00% No change 5,452 $138K
Discerene Group LP 0.01% No change 5,414 $137K
Whittier Trust Co. 0.00% No change 4,964 $126K
Westpac Banking Corp. 0.01% Add +94.6% 4,940 $125K
Compagnie Lombard Odier SCmA 0.00% No change 4,500 $114K
Transamerica Financial Advisors, LLC 0.01% Reduce -0.7% 4,423 $113K
Farther Finance Advisors, LLC 0.00% Add +9.3% 4,391 $112K
Union Bancaire Privee, UBP SA 0.00% Reduce -64.4% 4,600 $111K
Caas Capital Management LP 0.05% New 4,210 $107K
Resources Management Corp. /CT/ 0.01% No change 3,900 $99K
Central Pacific Bank - Trust Division 0.01% No change 3,800 $96K
Harbor Investment Advisory, LLC 0.01% No change 3,754 $95K
Cary Street Partners Investment Advisory LLC 0.05% Reduce -0.5% 3,737 $95K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.06% New 3,700 $94K
Eastern Bank 0.00% Add +2.4% 3,617 $92K
Spire Wealth Management 0.00% Reduce -68.1% 3,508 $89K
Westport Asset Management Inc. 0.04% No change 3,444 $87K
TCTC Holdings, LLC 0.00% No change 3,300 $84K
Brooklyn Investment Group 0.02% Reduce -23.2% 3,262 $83K
Goldstream Capital Management Ltd 0.06% No change 3,226 $82K
Caldwell Trust Co 0.01% No change 3,218 $82K
Cohen & Steers, Inc. 0.00% New 3,200 $81K
U S Global Investors Inc. 0.01% New 3,000 $76K
Sunbelt Securities, Inc. 0.01% Reduce -4.0% 2,972 $75K
Smartleaf Asset Management LLC 0.01% Reduce -34.3% 2,983 $75K
Bollard Group LLC 0.00% Reduce -29.6% 2,861 $73K
Riggs Asset Managment Co. Inc. 0.02% Reduce -37.0% 2,868 $73K
Horizon Bancorp Inc. 0.04% Add +4.5% 2,757 $70K
West Oak Capital, LLC 0.04% Reduce -1.8% 2,700 $69K
Intact Investment Management Inc. 0.00% New 2,700 $68K
CIBC Private Wealth Group LLC 0.00% Reduce -56.2% 3,532 $68K
Cromwell Holdings LLC 0.04% Reduce -5.2% 2,679 $68K
Clearstead Advisors, LLC 0.00% Add +114.2% 2,498 $63K
UMB Bank, n.a. 0.00% Reduce -38.2% 2,495 $63K
Hemington Wealth Management 0.01% Add +0.8% 2,506 $63K
Arax Advisory Partners 0.00% Reduce -70.7% 2,392 $61K
CANADA LIFE ASSURANCE Co 0.00% Reduce -56.5% 2,383 $60K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -9.4% 2,351 $60K
Harbour Investments, Inc. 0.00% Add +4.3% 2,313 $59K
Pilgrim Partners Asia Pte Ltd 0.06% New 2,300 $58K
Sachetta, LLC 0.02% Add +0.7% 2,250 $57K
Sentry Investment Management LLC 0.04% Reduce -23.0% 2,837 $57K
Wayfinding Financial, LLC 0.03% New 2,273 $57K
Investors Research Corp 0.01% No change 2,222 $56K
DT Investment Partners, LLC 0.01% No change 2,221 $56K
North Star Investment Management Corp. 0.00% No change 2,200 $56K
LMR Partners LLP 0.00% Add +126.1% 2,164 $55K
American National Bank & Trust 0.01% Reduce -6.7% 2,150 $55K
Tradewinds Capital Management, LLC 0.01% Add +0.7% 2,137 $54K
McIlrath & Eck, LLC 0.01% Add +756.2% 2,132 $54K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -8.3% 2,091 $53K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,071 $53K
Versant Capital Management, Inc 0.01% Add +830.5% 2,047 $52K
Blume Capital Management, Inc. 0.01% Add +25.3% 2,005 $51K
Centennial Bank 0.02% No change 2,000 $51K
TD Private Client Wealth LLC 0.00% Reduce -12.7% 1,944 $49K
Parkside Financial Bank & Trust 0.01% Add +5.5% 1,896 $48K
Optimum Investment Advisors 0.02% Reduce -4.8% 1,839 $47K
True Wealth Design, LLC 0.02% Add +6477.8% 1,776 $45K
Continuum Advisory, LLC 0.01% Add +16.8% 1,755 $45K
WASHINGTON TRUST Co 0.00% No change 1,600 $41K
Ascentis Wealth Management, LLC 0.01% No change 1,515 $39K
Advantage Trust Co 0.02% No change 1,500 $38K
Zions Bancorporation, National Association 0.00% — 1,439 $37K
Vermillion Wealth Management, Inc. 0.01% Add +0.1% 1,437 $36K
Brown Brothers Harriman & Co. 0.00% Add +12.6% 1,429 $36K
SouthState Bank Corp 0.00% Add +34.7% 1,413 $36K
General Partner, Inc. 0.02% No change 1,411 $36K
Hexagon Capital Partners LLC 0.01% Add +87.3% 1,407 $36K
Indiana Trust & Investment Management Co 0.01% No change 1,300 $33K
BOK Financial Private Wealth, Inc. 0.00% Reduce -2.0% 1,286 $33K
Trust Co. of Vermont 0.00% Add +1.9% 1,265 $32K
Horrell Capital Management, Inc. 0.01% Add +0.7% 1,215 $31K
Deseret Mutual Benefit Administrators 0.02% No change 1,210 $31K
Private Trust Co. NA 0.00% Reduce -78.6% 1,207 $31K
Bruce G. Allen Investments, LLC 0.02% Add +6.5% 1,204 $31K
Stone House Investment Management, LLC 0.01% New 1,201 $30K
Cranbrook Wealth Management, LLC 0.01% Add +0.6% 1,182 $30K
Addison Advisors LLC 0.01% No change 1,125 $29K
NBT Bank, N.A. 0.00% Reduce -64.9% 1,116 $28K
Hanson & Doremus Investment Management 0.00% Reduce -4.4% 1,100 $28K
Kelly Lawrence W & Associates Inc. 0.01% No change 1,080 $27K
Farmers & Merchants Investments Inc. 0.00% No change 1,076 $27K
GeoWealth Management, LLC 0.00% Reduce -71.5% 1,025 $26K
Mascoma Wealth Management LLC 0.01% No change 1,008 $26K
Granite FO LLC 0.01% No change 1,000 $25K
First United Bank & Trust 0.01% No change 1,000 $25K
CVA Family Office, LLC 0.00% Reduce -15.9% 966 $25K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -33.5% 907 $23K
City State Bank 0.01% No change 891 $23K
Rosenberg Matthew Hamilton 0.01% No change 872 $22K
Coston, McIsaac & Partners 0.01% No change 893 $22K
Armstrong Advisory Group, Inc. 0.00% No change 797 $22K
Sierra Ocean, LLC 0.02% Reduce -36.3% 853 $22K
Activest Wealth Management 0.01% Add +5.3% 842 $21K
Silvant Capital Management LLC 0.00% No change 839 $21K
Cape Investment Advisory, Inc. 0.01% Add +7.1% 804 $20K
GPS Wealth Strategies Group, LLC 0.00% Add +0.3% 803 $20K
Quent Capital, LLC 0.00% Reduce -64.3% 801 $20K
Birchbrook, Inc. 0.01% No change 800 $20K
Luken Investment Analytics, LLC 0.01% No change 800 $20K
Hollencrest Capital Management 0.00% No change 800 $20K
Evermay Wealth Management LLC 0.00% New 778 $20K
CBIZ Investment Advisory Services, LLC 0.00% Add +28.9% 776 $20K
LRI Investments, LLC 0.00% Reduce -1.3% 14,320 $19K
Ogorek Anthony Joseph /NY/ 0.01% New 772 $19K
WPG Advisers, LLC 0.02% Add +59.6% 742 $19K
Asset Planning,Inc 0.01% Add +0.7% 729 $19K
Grove Bank & Trust 0.00% Add +121.2% 721 $18K
St Germain D J Co. Inc. 0.00% Add +16.1% 720 $18K
Hager Investment Management Services, LLC 0.01% Add +67.1% 702 $18K
First Financial Corp. 0.01% Reduce -22.5% 700 $18K
AdvisorNet Financial, Inc 0.00% Add +183.0% 699 $18K
Consultiva Wealth Management, Corp. 0.06% New 695 $18K
McClarren Financial Advisors, Inc. 0.01% New 25 $16K
WFA Asset Management Corp 0.01% Reduce -92.3% 403 $16K
Pinnacle Bancorp, Inc. 0.01% No change 604 $15K
AllSquare Wealth Management LLC 0.01% Reduce -83.8% 600 $15K
Bellwether Advisors, LLC 0.00% No change 600 $15K
Alpine Bank Wealth Management 0.00% — 600 $15K
JNBA Financial Advisors 0.00% Add +505.1% 599 $15K
Hazlett, Burt & Watson, Inc. 0.01% Add +48.4% 619 $15K
Rise Advisors, LLC 0.01% Reduce -15.2% 575 $15K
Trust Co 0.00% No change 566 $14K
Asset Dedication, LLC 0.00% No change 564 $14K
Frazier Financial Advisors, LLC 0.01% No change 561 $14K
Medallion Wealth Advisors, LLC 0.01% Add +0.4% 556 $14K
Hantz Financial Services, Inc. 0.00% Reduce -97.5% 566 $14K
Independence Bank of Kentucky 0.00% Add +75.6% 548 $14K
SJS Investment Consulting Inc. 0.00% Add +5855.6% 536 $14K
Raffa Wealth Management, LLC 0.00% No change 522 $13K
Covestor Ltd 0.01% Reduce -0.8% 522 $13K
PSI Advisors, LLC 0.00% Reduce -72.7% 505 $13K
1 North Wealth Services LLC 0.01% New 500 $13K
Wood Tarver Financial Group, LLC 0.00% No change 500 $13K
Global Wealth Strategies & Associates 0.00% No change 500 $13K
Hillsdale Investment Management Inc. 0.00% No change 500 $13K
South Plains Financial, Inc. 0.01% No change 500 $13K
NewSquare Capital LLC 0.00% Add +525.6% 488 $12K
Key Financial Inc 0.00% No change 487 $12K
Red Tortoise LLC 0.01% Add +0.6% 476 $12K
Meeder Asset Management Inc. 0.00% Add +46200.0% 463 $12K
CoreCap Advisors, LLC 0.00% Add +16.6% 421 $11K
Private Wealth Asset Management, LLC 0.00% — 420 $11K
Eq Wealth Advisors, LLC 0.01% New 403 $10K
Bogart Wealth, LLC 0.00% Reduce -70.5% 400 $10K
MV Capital Management, Inc. 0.00% Reduce -10.2% 395 $10K
Financial Network Wealth Advisors LLC 0.01% Add +222.3% 390 $10K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -3.2% 389 $10K
United Community Bank 0.00% No change 380 $10K
Private Wealth Management Group, LLC 0.00% Add +10.0% 362 $9K
GW&K Investment Management, LLC 0.00% Reduce -46.2% 354 $9K
Aspect Partners, LLC 0.01% Reduce -1.9% 352 $9K
Crews Bank & Trust 0.00% No change 350 $9K
Saudi Central Bank 0.05% New 346 $9K
Dogwood Wealth Management LLC 0.00% Add +22.0% 344 $9K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 342 $9K
Prestige Wealth Management Group LLC 0.00% Reduce -5.6% 336 $9K
Principia Wealth Advisory, LLC 0.01% Reduce -8.1% 385 $8K
Beacon Capital Management, LLC 0.00% Add +0.7% 304 $8K
Towne Trust Company, N.A 0.00% No change 300 $8K
WealthCollab, LLC 0.00% Reduce -22.0% 298 $8K
Provenance Wealth Advisors, LLC 0.00% No change 280 $7K
Sound Income Strategies, LLC 0.00% Reduce -51.1% 278 $7K
Greenline Partners, LLC 0.00% New 269 $7K
Steph & Co. 0.00% Add +28.4% 262 $7K
CENTRAL TRUST Co 0.00% No change 250 $6K
FSC Wealth Advisors, LLC 0.00% No change 248 $6K
Rakuten Securities, Inc. 0.00% Add +33.9% 245 $6K
Tompkins Financial Corp. 0.00% No change 228 $6K
Kozak & Associates, Inc. 0.00% Add +0.4% 265 $6K
Bell Investment Advisors, Inc 0.00% Add +11.1% 220 $6K
Bangor Savings Bank 0.00% No change 208 $5K
JFS Wealth Advisors, LLC 0.00% Reduce -45.1% 203 $5K
Game Plan Financial Advisors, LLC 0.00% No change 200 $5K
Atticus Wealth Management, LLC 0.00% No change 200 $5K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 200 $5K
High Note Wealth, LLC 0.00% Reduce -59.8% 200 $5K
Peoples Bank 0.00% Reduce -77.1% 200 $5K
Cetera Trust Company, N.A 0.00% No change 197 $5K
Foster Dykema Cabot & Partners, LLC 0.00% No change 185 $5K
Ancora Advisors LLC 0.00% Reduce -9.9% 182 $5K
Murphy & Mullick Capital Management Corp 0.00% No change 180 $5K
Westend Capital Management, LLC 0.00% No change 177 $4K
Dunhill Financial, LLC 0.00% Add +17.4% 175 $4K
Whipplewood Advisors, LLC 0.00% Reduce -62.1% 83 $4K
TFC Financial Management, Inc. 0.00% Add +153.0% 167 $4K
Millstone Evans Group, LLC 0.00% No change 165 $4K
Kiker Wealth Management, LLC 0.00% New 162 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 160 $4K
Putney Financial Group LLC 0.00% No change 160 $4K
Motco 0.00% New 160 $4K
Keener Financial Planning LLC 0.00% No change 182 $4K
Richardson Financial Services Inc. 0.00% No change 155 $4K
Sandy Spring Bank 0.00% Reduce -25.0% 150 $4K
Highline Wealth Partners LLC 0.00% Add +89.7% 148 $4K
YANKCOM Partnership 0.00% No change 138 $4K
Signature Resources Capital Management, LLC 0.00% No change 130 $3K
Stephens Consulting, LLC 0.00% No change 125 $3K
PFS Partners, LLC 0.00% No change 122 $3K
Vision Financial Markets LLC 0.00% No change 121 $3K
GHP Investment Advisors, Inc. 0.00% Reduce -72.0% 120 $3K
Roble, Belko & Company, Inc 0.00% No change 134 $3K
LGT Financial Advisors LLC 0.01% Reduce -86.9% 116 $3K
Anfield Capital Management, LLC 0.00% No change 115 $3K
Financial Management Professionals, Inc. 0.00% Reduce -95.5% 114 $3K
SOA Wealth Advisors, LLC. 0.00% No change 110 $3K
Main Street Group, LTD 0.00% Add +0.9% 108 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -12.5% 105 $3K
Plante Moran Financial Advisors, LLC 0.00% Reduce -70.5% 104 $3K
Iron Horse Wealth Management, LLC 0.00% No change 102 $3K
Safe Harbor Fiduciary, LLC 0.00% New 101 $3K
Olistico Wealth, LLC 0.00% Reduce -33.3% 100 $3K
Legacy Bridge, LLC 0.00% No change 100 $3K
Gables Capital Management Inc. 0.00% No change 100 $3K
Albion Financial Group 0.00% No change 100 $3K
Fortitude Family Office, LLC 0.00% No change 98 $2K
Cornerstone Planning Group LLC 0.00% Add +544.4% 116 $2K
Abound Wealth Management 0.00% Reduce -6.4% 88 $2K
Smallwood Wealth Investment Management, LLC 0.00% New 85 $2K
Hughes Financial Services, LLC 0.00% New 80 $2K
Capital Advisors, Ltd. LLC 0.00% Reduce -70.3% 65 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -17.2% 77 $2K
Oakworth Capital, Inc. 0.00% No change 77 $2K
Capital A Wealth Management, LLC 0.00% Reduce -22.1% 74 $2K
Mattson Financial Services, LLC 0.00% Reduce -92.8% 73 $2K
Global Financial Private Client, LLC 0.00% Add +195.7% 68 $2K
N.E.W. Advisory Services LLC 0.00% New 60 $2K
S&T Bank 0.00% New 58 $1K
Garde Capital, Inc. 0.00% New 55 $1K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 54 $1K
New England Capital Financial Advisors LLC 0.00% No change 53 $1K
Carolina Wealth Advisors, LLC 0.00% No change 50 $1K
PFG Private Wealth Management, LLC 0.00% Reduce -26.5% 50 $1K
Evelyn Partners Asset Management Ltd 0.00% No change 44 $1K
Clark Wealth Partners 0.00% Reduce -33.3% 40 $1K
Valued Wealth Advisors LLC 0.00% Reduce -58.2% 38 $975
Anchor Investment Management, LLC 0.00% No change 36 $913
Nemes Rush Group LLC 0.00% Reduce -82.0% 33 $848
Ransom Advisory, Ltd 0.00% No change 33 $837
Salem Investment Counselors Inc. 0.00% No change 32 $812
WealthTrak Capital Management LLC 0.00% Reduce -40.0% 30 $762
FSA Wealth Management LLC 0.00% No change 30 $761
Park Square Financial Group, LLC 0.00% Reduce -10.0% 27 $685
CNB Bank 0.00% No change 26 $660
Bare Financial Services, Inc 0.00% New 25 $634
Winnacle Wealth LLC 0.00% Add +47.1% 25 $621
Carolinas Wealth Consulting LLC 0.00% Add +83.3% 22 $558
Wolff Wiese Magana LLC 0.00% New 20 $508
Caitong International Asset Management Co., Ltd 0.00% New 18 $457
Raleigh Capital Management Inc. 0.00% Reduce -96.7% 17 $431
Quest 10 Wealth Builders, Inc. 0.00% New 16 $408
HFM Investment Advisors, LLC 0.00% — 15 $381
Nvwm, LLC 0.00% No change 15 $381
MorganRosel Wealth Management, LLC 0.00% New 15 $381
ROSS\JOHNSON & Associates LLC 0.00% New 11 $279
Stonebridge Financial Group, LLC 0.00% Reduce -95.0% 9 $228
Islay Capital Management, LLC 0.00% No change 6 $152
Legacy Wealth Managment, LLC 0.00% No change 5 $127
Creative Financial Designs Inc. 0.00% New 5 $127
REAP Financial Group, LLC 0.00% Add +0.0% 5 $127
Hoertkorn Richard Charles 0.00% No change 4 $102
GoalVest Advisory LLC 0.00% Reduce -97.5% 4 $101
Tsfg, LLC 0.00% Reduce -87.5% 5 $0

"% of holder's portfolio" is HAL's weight in each manager's 13F, not the share of Halliburton Co. the manager owns.