HalliburtonHAL

13F holders, Q2 2025 (June 30)
902holders −52
72new positions
128sold out
9famous investors
$20.39avg. 13F price*

At the end of Q2 2025, 902 institutions reported holding Halliburton Co. (HAL) in their 13F filings, down 52 from Q1 2025. 72 opened new positions and 128 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.7B) and State Street Corp. ($1.1B). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions72$74.6M
Exits128$521.8M

All 13F filers, Q1 2025 → Q2 2025: 112,778,905 shares bought and 92,475,349 shares sold, net +20,303,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 902 holders

Vanguard Group Inc. 0.03% Add +1.6% 105,363,599 $2.1B
BlackRock, Inc. 0.03% Add +7.3% 82,981,714 $1.7B
State Street Corp. 0.04% Reduce -1.4% 52,007,392 $1.1B
Capital Research Global Investors 0.20% Add +302916.2% 50,061,312 $1.0B
Charles Schwab Investment Management Inc. 0.11% Add +1.2% 30,287,989 $617.3M
Sanders Capital, LLC 0.65% Reduce -1.6% 23,765,699 $484.3M
Geode Capital Management, LLC 0.03% Add +0.4% 22,342,963 $453.5M
Barrow Hanley Mewhinney & Strauss LLC 1.23% Add +8.4% 17,853,729 $363.9M
Capital World Investors 0.05% Reduce -64.8% 16,604,804 $338.4M
Morgan Stanley 0.02% Add +16.9% 15,677,596 $319.5M
Invesco Ltd. 0.04% Add +10.1% 11,903,833 $242.6M
Amundi 0.08% Reduce -6.8% 10,546,926 $229.0M
Bank of America Corp. 0.02% Add +10.1% 10,660,246 $217.3M
Northern Trust Corp. 0.03% Add +1.4% 9,064,284 $184.7M
Dimensional Fund Advisors LP 0.04% Reduce -7.3% 8,742,483 $178.2M
AQR Capital Management 0.15% Add +85.5% 8,610,870 $175.5M
Pacer Advisors, Inc. 0.44% Add +7.9% 8,247,881 $168.1M
Goldman Sachs Group Inc. 0.03% Reduce -11.3% 7,649,731 $155.9M
Voloridge Investment Management, LLC 0.53% Add +68.9% 7,116,404 $145.0M
UBS Group AG 0.03% Add +35.1% 6,891,471 $140.4M
Brandes Investment Partners, LP 1.22% Add +37.7% 6,625,668 $135.0M
LSV Asset Management 0.30% Add +3.4% 6,321,400 $128.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +16.6% 6,155,739 $125.5M
Bank of New York Mellon Corp 0.02% Reduce -7.2% 5,832,891 $118.9M
Legal & General Group Plc 0.03% Reduce -2.3% 5,560,237 $113.3M
Deutsche Bank AG 0.04% Add +3.7% 5,559,228 $113.3M
Norges Bank 0.01% Reduce -27.8% 5,366,980 $109.4M
Qube Research & Technologies Ltd 0.13% Reduce -43.3% 4,559,755 $92.9M
Van Eck Associates Corp. 0.10% Reduce -0.2% 4,438,742 $90.5M
FMR LLC 0.00% Add +35.0% 4,290,839 $87.4M
D. E. Shaw & Co. 0.09% Reduce -21.4% 4,239,101 $86.4M
Millennium Management 0.08% Reduce -18.8% 4,222,738 $86.1M
JPMorgan Chase & Co. 0.01% Reduce -0.7% 4,011,528 $81.8M
Pzena Investment Management LLC 0.25% Add +134.7% 3,734,069 $76.1M
BNP Paribas Financial Markets 0.06% Reduce -1.9% 3,594,102 $73.2M
Squarepoint Ops LLC 0.15% Add +194.2% 3,406,782 $69.4M
Schroder Investment Management Group 0.06% Add +762.7% 3,265,132 $66.5M
Massachusetts Financial Services Co. 0.02% Add +5.0% 3,219,133 $65.6M
Assenagon Asset Management S.A. 0.09% Add +292.5% 2,807,084 $57.2M
California State Teachers Retirement System 0.06% Reduce -25.4% 2,785,204 $56.8M
Wells Fargo & Company 0.01% Reduce -5.0% 2,746,832 $56.0M
Citigroup Inc. 0.04% Reduce -35.7% 2,685,465 $54.7M
Swiss National Bank 0.03% Add +5.3% 2,609,400 $53.2M
Barclays PLC 0.02% Reduce -25.1% 2,457,863 $50.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +8.5% 2,416,360 $49.2M
Russell Investments Group, Ltd. 0.06% Add +14.8% 2,332,570 $47.7M
Nuveen, LLC 0.01% Reduce -19.6% 2,302,651 $46.9M
Thompson Siegel & Walmsley LLC 0.74% Add +7.0% 2,149,089 $43.8M
Ameriprise Financial Inc. 0.01% Add +29.1% 2,133,657 $43.5M
Royal Bank of Canada 0.01% Reduce -18.0% 2,118,024 $43.2M
HSBC Holdings PLC 0.03% Reduce -1.3% 2,064,646 $42.3M
Boston Partners 0.05% Add +24.1% 2,048,843 $41.8M
Franklin Resources Inc. 0.01% Reduce -45.1% 2,047,872 $41.7M
Thrivent Financial for Lutherans 0.09% Add +15.0% 2,027,443 $41.3M
Two Sigma Investments, LP 0.08% Add +261.6% 2,002,550 $40.8M
Citadel Advisors 0.03% Reduce -49.6% 1,903,570 $38.8M
Caisse de depot et placement du Quebec 0.08% Add +35.0% 1,892,074 $38.6M
Worldquant Millennium Advisors LLC 0.19% Add +56.2% 1,854,651 $37.8M
Marshall Wace, LLP 0.04% Add +66.1% 1,756,478 $35.8M
HRT Financial LP 0.15% New 1,719,594 $35.0M
California Public Employees Retirement System 0.02% Add +5.9% 1,710,252 $34.9M
Rhumbline Advisers 0.03% Reduce -1.1% 1,705,905 $34.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +6.5% 1,673,964 $34.1M
Groupama Asset Managment 0.55% Add +12.8% 1,572,863 $32.4M
New York State Common Retirement Fund 0.04% Add +3.9% 1,459,421 $29.7M
National Pension Service 0.02% Add +0.4% 1,414,381 $28.8M
American Century Companies Inc. 0.02% Reduce -19.4% 1,371,066 $27.9M
Two Sigma Advisers, LP 0.06% Add +172.9% 1,364,700 $27.8M
Discerene Group LP 2.89% Add +24122.6% 1,311,414 $26.7M
Jacobs Levy Equity Management, Inc. 0.10% Reduce -6.7% 1,309,298 $26.7M
First Trust Advisors LP 0.02% Add +2.0% 1,253,919 $25.6M
Principal Financial Group Inc. 0.01% Reduce -55.3% 1,243,877 $25.4M
T. Rowe Price Associates Inc. 0.00% Reduce -15.7% 1,241,395 $25.3M
Trexquant Investment LP 0.26% Add +18.2% 1,134,667 $23.1M
AustralianSuper Pty Ltd 0.12% Add +545.6% 1,131,595 $23.1M
Bank of Montreal 0.01% Add +56.4% 1,126,611 $23.0M
Alliancebernstein L.P. 0.01% Reduce -2.9% 1,124,844 $22.9M
Perpetual Ltd 0.26% Add +29.7% 1,081,928 $22.0M
Gabelli Funds LLC 0.16% Reduce -8.7% 1,072,168 $21.9M
Raymond James Financial Inc. 0.01% Reduce -33.6% 1,066,540 $21.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +1.0% 1,008,089 $20.5M
State Board of Administration of Florida Retirement System 0.04% Add +0.5% 967,751 $19.7M
Robeco Institutional Asset Management B.V. 0.03% Add +83.9% 937,875 $19.1M
Foster Victor Wealth Advisors, LLC 1.24% Add +14.7% 828,905 $18.3M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +8.3% 892,748 $18.2M
Walleye Capital LLC 0.18% Add +2092.6% 876,061 $17.9M
Korea Investment CORP 0.04% Add +30.8% 857,909 $17.5M
Canada Pension Plan Investment Board 0.01% No change 842,355 $17.2M
South Dakota Investment Council 0.32% Add +0.6% 807,707 $16.5M
Susquehanna International Group, LLP 0.03% Add +28.7% 803,295 $16.4M
Gotham Asset Management 0.10% Add +152.8% 797,899 $16.3M
HighTower Advisors, LLC 0.02% Add +15.1% 793,604 $16.2M
Jane Street Group, LLC 0.03% Add +6.2% 791,139 $16.1M
Anchor Capital Advisors LLC 0.47% Add +22.8% 789,117 $16.1M
New York State Teachers Retirement System 0.03% Reduce -5.0% 776,929 $15.8M
PNC Financial Services Group, Inc. 0.01% Add +5.6% 764,020 $15.6M
State of Wisconsin Investment Board 0.04% Add +33.8% 749,679 $15.3M
ASR Vermogensbeheer N.V. 0.19% Add +37.3% 737,079 $15.0M
KLCM Advisors, Inc. 1.53% Add +85.5% 703,989 $14.3M
SG Americas Securities, LLC 0.06% Add +127.9% 670,700 $13.7M
Wedge Capital Management L L P 0.24% Add +1.3% 657,800 $13.4M
Aviva PLC 0.03% Add +161.5% 643,646 $13.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.6% 642,948 $13.1M
GAMCO Investors 0.13% Reduce -21.1% 642,346 $13.1M
Aberdeen Group plc 0.02% Add +3.7% 613,025 $12.6M
Y-Intercept (Hong Kong) Ltd 0.30% Add +466.6% 605,514 $12.3M
National Bank of Canada 0.01% Reduce -8.1% 604,063 $12.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +61.4% 601,756 $12.3M
Engineers Gate Manager LP 0.15% Reduce -14.0% 598,841 $12.2M
Ieq Capital, LLC 0.07% Add +250.8% 582,148 $11.9M
Cerity Partners LLC 0.02% Add +33.0% 572,523 $11.7M
Nomura Holdings Inc. 0.09% Add +14.3% 562,887 $11.5M
LPL Financial LLC 0.00% Reduce -15.2% 555,984 $11.3M
Leonteq Securities AG 0.65% Add +159.4% 546,543 $11.1M
Nordea Investment Management AB 0.01% Add +7.5% 539,079 $11.1M
Energy Income Partners, LLC 0.22% Reduce -1.6% 545,785 $11.1M
Royal London Asset Management Ltd. 0.03% Reduce -8.5% 537,062 $10.9M
Bank of Nova Scotia 0.02% Add +54.9% 514,618 $10.5M
Victory Capital Management Inc. 0.01% Reduce -84.7% 505,148 $10.4M
Prudential Financial Inc. 0.01% Add +7.4% 504,041 $10.3M
Jump Financial, LLC 0.13% Reduce -34.6% 494,542 $10.1M
Banco Santander, S.A. 0.09% Add +1.9% 489,674 $10.0M
Swiss Life Asset Management Ltd 0.06% Add +361.3% 463,154 $9.4M
Brevan Howard Capital Management LP 0.10% Add +4652.1% 460,952 $9.4M
Pictet Asset Management Holding SA 0.01% Reduce -14.0% 459,107 $9.4M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -0.3% 454,097 $9.3M
Aristotle Atlantic Partners, LLC 0.27% Reduce -2.4% 441,687 $9.0M
Prudential PLC 0.05% Add +21.3% 440,541 $9.0M
Fisher Asset Management 0.00% Add +5.0% 440,504 $9.0M
Black Cypress Capital Management, LLC 7.18% Add +56.1% 430,744 $8.8M
Hamilton Capital Partners Inc. 0.43% Add +40.2% 412,765 $8.4M
TD Waterhouse Canada Inc. 0.06% Add +34.0% 387,609 $8.2M
Treasurer of the State of North Carolina 0.03% Reduce -0.7% 400,468 $8.2M
Edmond DE Rothschild Holding S.A. 0.13% Reduce -7.0% 400,000 $8.2M
TD Asset Management Inc 0.01% Reduce -1.6% 387,324 $7.9M
State of Tennessee, Department of Treasury 0.03% Reduce -51.4% 377,823 $7.7M
Mediolanum International Funds Ltd 0.09% Add +408.1% 367,762 $7.6M
Asset Management One Co., Ltd. 0.02% Add +1.0% 369,899 $7.5M
Gateway Investment Advisers LLC 0.08% Reduce -21.2% 369,826 $7.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +4.4% 368,359 $7.5M
M&G PLC 0.04% Add +18.8% 372,139 $7.4M
KLP Kapitalforvaltning As 0.03% Add +1.9% 360,943 $7.4M
Verition Fund Management LLC 0.04% Reduce -44.1% 354,013 $7.2M
SIR Capital Management, L.P. 0.64% Reduce -80.9% 349,355 $7.1M
Toronto Dominion Bank 0.02% Reduce -23.1% 349,035 $7.1M
Tudor Investment Corporation 0.05% Reduce -79.9% 348,153 $7.1M
Ethic Inc. 0.13% Add +3.7% 344,009 $7.1M
Private Advisory Group LLC 0.66% New 346,890 $7.1M
Wesbanco Bank Inc. 0.21% Add +33.5% 345,108 $7.0M
Sei Investments Co. 0.01% Add +6.8% 343,835 $7.0M
Osaic Holdings, Inc. 0.01% Add +119.5% 340,728 $7.0M
DekaBank Deutsche Girozentrale 0.01% Add +0.3% 324,735 $6.7M
Park National Corp. 0.21% Reduce -2.3% 313,553 $6.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -3.1% 298,449 $6.1M
Nomura Asset Management Co. Ltd. 0.02% Add +4.7% 293,604 $6.0M
Resona Asset Management Co.,Ltd. 0.03% Add +2.2% 291,542 $6.0M
PEAK6 LLC 0.20% Add +329.5% 288,505 $5.9M
State of Michigan Retirement System 0.03% Add +21.0% 284,922 $5.8M
Sage Capital Advisors,llc 1.40% Add +1.2% 278,708 $5.7M
Manning & Napier Advisors LLC 0.07% Reduce -4.6% 274,420 $5.6M
XTX Topco Ltd 0.23% Add +128.1% 269,954 $5.5M
Public Employees Retirement System of Ohio 0.02% Reduce -2.0% 266,168 $5.4M
Lee Danner & Bass Inc. 0.42% Add +3.4% 265,801 $5.4M
Mariner, LLC 0.01% Add +63.7% 264,759 $5.4M
Cibc World Market Inc. 0.01% Reduce -21.4% 263,930 $5.4M
State of New Jersey Common Pension Fund D 0.02% No change 262,274 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +54.3% 246,224 $5.3M
Arizona State Retirement System 0.03% Reduce -0.8% 251,941 $5.1M
Natixis Advisors, LLC 0.01% Reduce -4.8% 250,510 $5.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +168.3% 248,867 $5.1M
Twin Tree Management, LP 0.13% Add +211.5% 247,499 $5.0M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -11.2% 247,375 $5.0M
Wealthfront Advisers LLC 0.01% Add +4.6% 247,241 $5.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +44.1% 244,695 $5.0M
Man Group plc 0.01% Add +188.2% 239,851 $4.9M
Voya Investment Management LLC 0.01% Reduce -9.0% 238,885 $4.9M
Cwm, LLC 0.02% Add +178.9% 234,049 $4.8M
IFM Investors Pty Ltd 0.04% Reduce -0.1% 228,770 $4.7M
Envestnet Asset Management Inc. 0.00% Reduce -43.6% 227,128 $4.6M
Guinness Asset Management LTD 0.08% Reduce -9.8% 222,036 $4.5M
Ensign Peak Advisors, Inc 0.01% Reduce -3.3% 220,688 $4.5M
Generali Powszechne Towarzystwo Emerytalne 0.93% No change 220,000 $4.5M
MetLife Investment Management, LLC 0.03% Reduce -3.0% 219,016 $4.5M
USS Investment Management Ltd 0.03% Add +5.5% 218,114 $4.4M
Generali Asset Management SPA SGR 0.10% Add +9.8% 214,400 $4.4M
Creative Planning 0.00% Add +24.8% 212,532 $4.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +6.2% 210,850 $4.3M
Czech National Bank 0.03% Add +5.4% 210,162 $4.3M
Achmea Investment Management B.V. 0.05% No change 208,617 $4.3M
Natixis 0.02% Reduce -49.2% 207,488 $4.2M
Stifel Financial Corp. 0.00% Reduce -18.8% 207,035 $4.2M
Quantinno Capital Management LP 0.02% Add +51.0% 200,389 $4.1M
Sourcerock Group LLC 0.21% Reduce -92.4% 200,000 $4.1M
Azzad Asset Management Inc. 0.42% Add +2.9% 191,812 $3.9M
Janney Montgomery Scott LLC 0.01% Add +7.3% 191,372 $3.9M
Rafferty Asset Management, LLC 0.01% Add +12.5% 190,431 $3.9M
Pathstone Holdings, LLC 0.02% Add +44.1% 189,176 $3.9M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -9.2% 186,052 $3.8M
Retirement Systems of Alabama 0.01% Reduce -1.1% 184,477 $3.8M
Heritage Investors Management Corp. 0.12% Add +113.0% 180,425 $3.7M
Tidal Investments LLC 0.02% Add +80.1% 179,884 $3.7M
NorthCoast Asset Management LLC 0.02% Reduce -44.4% 179,782 $3.7M
ProShare Advisors LLC 0.01% Add +1.2% 179,680 $3.7M
Commonwealth Equity Services, LLC 0.00% Reduce -17.1% 178,801 $3.6M
Bulltick Wealth Management, LLC 0.89% Add +12.1% 177,000 $3.6M
Public Sector Pension Investment Board 0.02% Reduce -23.8% 176,914 $3.6M
Adams Natural Resources Fund, Inc. 0.57% Add +28.4% 175,353 $3.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +59.1% 175,214 $3.6M
DNB Asset Management AS 0.01% Add +4.8% 171,932 $3.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +29.9% 169,036 $3.5M
Capstone Investment Advisors, LLC 0.04% Add +27.5% 168,932 $3.4M
US Bancorp \de 0.00% Reduce -0.8% 165,951 $3.4M
Comerica Bank 0.01% Add +1.8% 165,804 $3.4M
Amalgamated Bank 0.03% Reduce -2.9% 165,787 $3.4M
Martin & Co. Inc. 0.59% Reduce -0.7% 157,925 $3.2M
IMC-Chicago, LLC 0.08% New 157,443 $3.2M
Concurrent Investment Advisors, LLC 0.06% Add +20.8% 155,057 $3.2M
Quadrature Capital Ltd 0.05% Add +207.9% 148,563 $3.0M
Utah Retirement Systems 0.03% Reduce -1.4% 143,857 $2.9M
Capital International, Inc. 0.03% Add +29.5% 140,405 $2.9M
Centiva Capital, LP 0.19% Add +6.5% 138,027 $2.8M
Walleye Trading LLC 0.07% Add +486.2% 135,689 $2.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -19.3% 135,631 $2.8M
Blair William & Co. 0.01% Add +12.0% 133,306 $2.7M
Daiwa Securities Group Inc. 0.01% Add +5.0% 133,217 $2.7M
Integrated Wealth Concepts LLC 0.03% Add +25.3% 131,982 $2.7M
Acadian Asset Management LLC 0.01% Add +273.8% 131,978 $2.7M
Teacher Retirement System of Texas 0.01% Reduce -55.5% 131,047 $2.7M
Police & Firemen's Retirement System of New Jersey 0.02% Add +1.3% 130,006 $2.6M
New York Life Investment Management LLC 0.02% Reduce -0.3% 129,738 $2.6M
Vontobel Holding Ltd. 0.01% Add +21.9% 129,011 $2.6M
Cetera Investment Advisers 0.00% Add +2.0% 128,296 $2.6M
WINTON GROUP Ltd 0.13% Reduce -4.1% 128,293 $2.6M
Mackenzie Financial Corp. 0.00% Add +7.2% 127,955 $2.6M
Commerzbank Aktiengesellschaft 0.06% New 127,336 $2.6M
Xponance LLC 0.02% Add +1.6% 124,066 $2.5M
Synovus Financial Corp. 0.03% Add +57.0% 123,294 $2.5M
Corient Private Wealth LP 0.00% Add +10.3% 122,856 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +28.6% 122,128 $2.5M
Aquatic Capital Management LLC 0.05% Reduce -69.8% 122,054 $2.5M
CIBC Asset Management Inc 0.01% Reduce -20.0% 120,941 $2.5M
Merrion Investment Management Co, LLC 1.59% Reduce -2.9% 120,100 $2.4M
Oppenheimer & Co. Inc. 0.03% Reduce -1.9% 118,891 $2.4M
Builder Investment Group Inc. 0.60% Reduce -9.4% 118,795 $2.4M
Captrust Financial Advisors 0.01% Add +59.5% 118,647 $2.4M
Hennessy Advisors Inc. 0.08% Add +2.9% 117,180 $2.4M
Skylands Capital, LLC 0.34% Reduce -26.8% 116,000 $2.4M
Scott & Selber, Inc. 0.66% Add +1.8% 115,665 $2.4M
Mercer Global Advisors Inc. 0.01% Add +52.1% 115,049 $2.3M
ING Groep NV 0.01% Reduce -67.8% 113,122 $2.3M
Meyer Handelman Co. 0.08% Reduce -52.0% 112,999 $2.3M
Schonfeld Strategic Advisors LLC 0.02% Reduce -72.1% 112,402 $2.3M
NewEdge Advisors, LLC 0.01% Add +32.1% 112,155 $2.3M
Yousif Capital Management, LLC 0.02% Add +0.6% 112,023 $2.3M
Hara Capital LLC 1.41% Add +51.2% 111,694 $2.3M
Tocqueville Asset Management L.P. 0.03% Reduce -2.5% 110,717 $2.3M
UniSuper Management Pty Ltd 0.02% Add +7.2% 110,436 $2.3M
CWA Asset Management Group, LLC 0.10% Reduce -2.6% 110,406 $2.3M
iA Global Asset Management Inc. 0.03% Add +61.2% 109,703 $2.2M
Danske Bank A/S 0.01% Reduce -81.3% 109,599 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +1.8% 109,088 $2.2M
CoreCommodity Management, LLC 0.36% Add +11.3% 108,756 $2.2M
Townsend & Associates, Inc 0.22% Add +15.9% 98,476 $2.2M
Nissay Asset Management Corp. /Japan 0.01% Reduce -2.2% 108,392 $2.2M
Cibc World Markets Corp. 0.01% Add +2.9% 108,280 $2.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -11.1% 107,858 $2.2M
Macquarie Group Ltd. 0.00% Reduce -18.3% 105,718 $2.2M
Rockefeller Capital Management L.P. 0.00% Add +66.2% 105,641 $2.2M
Federated Hermes, Inc. 0.00% Add +860.0% 101,563 $2.1M
Monaco Asset Management SAM 0.77% New 100,000 $2.0M
AG2R La Mondiale Gestion D'actifs 0.10% No change 99,391 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -2.3% 98,577 $2.0M
State of Alaska, Department of Revenue 0.02% Reduce -4.8% 96,789 $2.0M
GDS Wealth Management 0.14% Reduce -3.1% 96,351 $2.0M
Nisa Investment Advisors, LLC 0.01% Add +85.1% 95,498 $1.9M
Entropy Technologies, LP 0.15% Reduce -39.3% 95,186 $1.9M
Larson Financial Group LLC 0.08% Add +17.7% 94,315 $1.9M
Woodline Partners LP 0.01% Add +26.8% 92,995 $1.9M
iSAM Funds (UK) Ltd 0.41% New 92,091 $1.9M
OP Asset Management Ltd 0.03% Add +0.8% 91,729 $1.9M
CSS LLC 0.34% New 90,670 $1.8M
AXA S.A. 0.01% Add +87.8% 87,231 $1.8M
Truist Financial Corp. 0.00% Reduce -16.4% 85,995 $1.8M
Hotchkis & Wiley Capital Management LLC 0.01% Add +0.1% 85,572 $1.7M
Credit Industriel Et Commercial 0.37% Add +54.3% 84,430 $1.7M
M&T Bank Corp 0.01% Reduce -12.1% 84,092 $1.7M
L2 Asset Management, LLC 0.28% Add +93.2% 83,759 $1.7M
Tower Research Capital LLC (TRC) 0.05% Add +25.6% 83,672 $1.7M
BNP Paribas 0.05% Add +19.3% 82,940 $1.7M
Ilex Capital Partners (UK) LLP 0.05% New 81,430 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Add +20.9% 81,280 $1.7M
NEOS Investment Management LLC 0.02% Add +25.2% 80,842 $1.6M
Mraz, Amerine & Associates, Inc. 0.26% Add +42.3% 80,770 $1.6M
Public Employees Retirement Association of Colorado 0.01% No change 80,571 $1.6M
Avion Wealth 0.37% Reduce -1.7% 79,902 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -0.3% 78,923 $1.6M
Maxi Investments CY Ltd 0.27% New 78,525 $1.6M
Polymer Capital Management (US) LLC 0.26% Add +168.8% 78,286 $1.6M
one8zero8, LLC 0.37% Add +27.4% 76,650 $1.6M
Focus Partners Wealth 0.00% Add +47.0% 76,508 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -25.1% 76,247 $1.6M
Oregon Public Employees Retirement Fund 0.03% Reduce -0.4% 74,223 $1.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Add +67.5% 71,571 $1.5M
Neuberger Berman Group LLC 0.00% Add +92.7% 72,450 $1.5M
Recurrent Investment Advisors LLC 0.12% Add +0.3% 72,448 $1.5M
KBC Group NV 0.00% No change 71,331 $1.5M
Ilmarinen Mutual Pension Insurance Co 0.01% Reduce -46.7% 70,744 $1.4M
Metis Global Partners, LLC 0.04% Add +3.1% 68,995 $1.4M
Sciencast Management LP 0.29% Reduce -50.9% 68,555 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% Add +1.2% 68,522 $1.4M
Tejara Capital Ltd 0.64% Reduce -33.4% 67,600 $1.4M
Valley National Advisers Inc. 0.22% Add +1.9% 67,288 $1.4M
Janus Henderson Group PLC 0.00% Reduce -2.7% 66,646 $1.4M
Banque Cantonale Vaudoise 0.05% Add +41.6% 65,439 $1.3M
Elo Mutual Pension Insurance Co 0.03% Reduce -28.2% 64,739 $1.3M
John G Ullman & Associates Inc. 0.19% Add +158.4% 63,708 $1.3M
LGT Group Foundation 0.02% Reduce -4.8% 63,632 $1.3M
Aigen Investment Management, LP 0.17% Reduce -62.1% 62,514 $1.3M
Eisler Capital Management Ltd. 0.04% Reduce -70.4% 62,429 $1.3M
Guggenheim Capital LLC 0.01% Add +8.8% 62,252 $1.3M
Merit Financial Group, LLC 0.01% Add +39.7% 62,080 $1.3M
Clark Estates Inc. 0.28% No change 61,440 $1.3M
Harvest Investment Advisors, LLC 0.80% Add +15.1% 60,645 $1.2M
Lombard Odier Asset Management (USA) Corp 0.38% Add +66.0% 60,592 $1.2M
Argyle Capital Management, LLC 0.44% No change 59,985 $1.2M
Advisory Services Network, LLC 0.02% Add +30.8% 54,500 $1.2M
Westerkirk Capital Inc. 0.15% — 59,500 $1.2M
Mizuho Securities USA LLC 0.03% — 59,417 $1.2M
Allianz Asset Management GmbH 0.00% Reduce -37.6% 58,290 $1.2M
Edgestream Partners, L.P. 0.03% Reduce -82.7% 58,042 $1.2M
Wolverine Trading, LLC 0.03% Add +67.7% 57,381 $1.2M
Sterling Capital Management LLC 0.02% Add +16.4% 57,068 $1.2M
Kentucky Retirement Systems 0.03% Reduce -6.2% 56,486 $1.2M
Norinchukin Bank, The 0.02% Add +4.5% 56,166 $1.1M
Quantbot Technologies LP 0.03% Reduce -71.6% 55,847 $1.1M
Group One Trading LLC 0.04% New 55,635 $1.1M
Neo Ivy Capital Management 0.36% New 55,481 $1.1M
Northwest Bancshares, Inc. 0.20% New 55,387 $1.1M
Glenmede Investment Management, LP 0.01% — 55,179 $1.1M
Banque Pictet & Cie SA 0.01% Reduce -21.5% 54,872 $1.1M
Lockheed Martin Investment Management Co. 0.04% Reduce -6.4% 54,130 $1.1M
United Capital Financial Advisors, LLC 0.01% Add +49.2% 54,096 $1.1M
Storebrand Asset Management As 0.00% Reduce -22.5% 53,967 $1.1M
Bokf, NA 0.02% Reduce -8.3% 53,272 $1.1M
Pallas Capital Advisors LLC 0.04% Add +135.0% 52,613 $1.1M
Ostrum Asset Management 0.05% Reduce -1.8% 52,340 $1.1M
Sanctuary Advisors, LLC 0.01% Add +0.0% 52,304 $1.1M
Marex Group Ltd 0.02% New 44,514 $1.1M
Washington Capital Management, Inc. 0.79% Add +11.5% 52,020 $1.1M
Hartford Investment Management Co. 0.03% Reduce -2.1% 51,811 $1.1M
Dodge & Cox 0.00% Reduce -29.7% 51,760 $1.1M
Axq Capital, LP 0.34% Add +335.5% 51,287 $1.0M
Profund Advisors LLC 0.04% Add +0.3% 51,045 $1.0M
Oak Thistle LLC 0.15% Reduce -27.4% 50,892 $1.0M
EverSource Wealth Advisors, LLC 0.05% Add +34.0% 50,689 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Add +11.8% 48,620 $1.0M
Simplex Trading, LLC 0.03% Reduce -43.2% 50,227 $1.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.08% Add +11.4% 50,000 $1.0M
Moors & Cabot, Inc. 0.05% Reduce -8.1% 49,755 $1.0M
Orion Porfolio Solutions, LLC 0.01% Add +14.9% 49,745 $1.0M
Birmingham Capital Management Co. Inc. 0.45% Reduce -30.5% 49,610 $1.0M
Intech Investment Management LLC 0.01% Reduce -28.2% 49,531 $1.0M
Crossmark Global Holdings, Inc. 0.02% Add +2.3% 49,177 $1.0M
V-Square Quantitative Management LLC 0.13% Add +82.1% 48,900 $997K
Arkadios Wealth Advisors 0.03% Add +25.9% 48,670 $992K
Ontario Teachers Pension Plan Board 0.02% New 48,572 $990K
Ballast, Inc. 0.26% Add +86.8% 48,466 $988K
Miller Howard Investments Inc. 0.03% Reduce -6.9% 47,571 $969K
New Age Alpha Advisors, LLC 0.04% Reduce -20.8% 46,988 $958K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +1.1% 46,985 $958K
Savant Capital, LLC 0.01% Add +35.4% 46,417 $946K
Avantax Advisory Services, Inc. 0.01% Reduce -6.0% 46,038 $938K
Steward Partners Investment Advisory, LLC 0.01% Reduce -15.9% 45,613 $930K
Louisiana State Employees Retirement System 0.02% Reduce -2.8% 45,400 $925K
Assetmark, Inc. 0.00% Reduce -34.6% 45,274 $923K
Securian Asset Management, Inc. 0.03% Reduce -2.3% 44,948 $916K
Focus Partners Advisor Solutions, LLC 0.01% Add +159.1% 44,424 $905K
Federation des caisses Desjardins du Quebec 0.00% Reduce -25.8% 43,894 $895K
Panagora Asset Management Inc. 0.00% Add +8.8% 43,327 $883K
Gulf International Bank (UK) Ltd 0.03% Reduce -15.9% 42,592 $868K
Abc Arbitrage SA 0.10% Add +70.0% 42,582 $868K
Massachusetts Wealth Management 0.49% Reduce -2.3% 42,575 $868K
Balyasny Asset Management L.P. 0.00% Reduce -98.2% 42,560 $867K
Fifth Third Bancorp 0.00% Add +82.4% 42,482 $866K
Renaissance Technologies 0.00% New 41,500 $846K
Maryland State Retirement & Pension System 0.02% No change 41,209 $840K
New Mexico Educational Retirement Board 0.03% No change 41,071 $837K
Spirit of America Management Corp. 0.17% No change 41,000 $836K
Cary Street Partners Financial LLC 0.02% Reduce -67.7% 40,723 $830K
Arcadia Investment Management Corp. 0.13% Reduce -23.6% 39,730 $810K
Jones Financial Companies LLLP 0.00% Add +24.7% 38,950 $801K
&partners 0.01% Add +9.9% 39,100 $797K
B. Riley Wealth Advisors, Inc. 0.04% Add +54.1% 37,404 $762K
Great Lakes Advisors, LLC 0.01% Reduce -16.4% 37,399 $762K
Kestra Advisory Services, LLC 0.00% Add +5.5% 36,960 $753K
Virtu Financial LLC 0.04% New 35,817 $730K
Baker Avenue Asset Management, LP 0.02% Reduce -1.1% 35,806 $730K
Daiichi Life Insurance Co., Ltd. 0.02% No change 35,717 $728K
Vise Technologies, Inc. 0.03% — 35,677 $727K
Aspire Growth Partners LLC 0.59% Reduce -1.4% 35,588 $725K
Ashton Thomas Private Wealth, LLC 0.03% Add +7.2% 35,146 $716K
Citizens Financial Group Inc. 0.01% Add +11.0% 35,095 $715K
Perbak Capital Partners LLP 0.16% Add +139.7% 34,564 $704K
Brighton Jones LLC 0.02% New 33,849 $690K
Atria Investments, Inc 0.01% Add +17.7% 33,746 $688K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -64.3% 33,577 $684K
Sequoia Financial Advisors, LLC 0.00% Add +310.8% 33,522 $683K
Hills Bank & Trust Co 0.04% Reduce -13.8% 33,370 $680K
Horizon Investments, LLC 0.01% Add +163.6% 32,902 $671K
Gsa Capital Partners LLP 0.05% Reduce -26.9% 32,838 $669K
Missouri Trust & Investment Co 0.22% Add +18.9% 32,685 $666K
Commerce Bank 0.00% Add +5.3% 32,675 $666K
Kestra Private Wealth Services, LLC 0.01% Add +3.1% 32,255 $657K
OMERS ADMINISTRATION Corp 0.01% No change 32,100 $654K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +59.6% 32,069 $654K
J.W. Cole Advisors, Inc. 0.01% Add +36.7% 31,958 $651K
AE Wealth Management LLC 0.00% Add +152.4% 31,474 $641K
Empirical Finance, LLC 0.03% Reduce -33.7% 31,425 $640K
Bridgefront Capital, LLC 0.17% Add +38.8% 31,379 $640K
Adage Capital Partners Gp, L.L.C. 0.00% New 31,310 $638K
Aster Capital Management (DIFC) Ltd 0.14% Reduce -41.2% 31,294 $638K
KDK Private Wealth Management, LLC 0.67% Add +0.1% 30,928 $630K
Argent Trust Co 0.02% Reduce -0.8% 30,831 $628K
Pin Oak Investment Advisors Inc. 0.53% No change 24,705 $626K
Great Lakes Retirement, Inc. 0.07% Add +18.5% 30,653 $625K
Empowered Funds, LLC 0.01% Reduce -92.3% 30,608 $624K
Titleist Asset Management, LLC 0.06% Reduce -57.2% 30,476 $621K
Cacti Asset Management LLC 0.04% Reduce -25.0% 30,000 $617K
Citizens & Northern Corp. 0.16% Reduce -5.4% 30,075 $613K
Private Advisor Group, LLC 0.00% Reduce -42.0% 30,013 $612K
Viking Fund Management LLC 0.08% No change 30,000 $611K
Summit Trail Advisors, LLC 0.01% New 29,539 $602K
NorthCrest Asset Manangement, LLC 0.02% Reduce -1.4% 27,883 $600K
Wellington Capital Management, Inc. 0.90% — 15,550 $600K
Baader Bank Aktiengesellschaft 0.05% Add +56.8% 30,040 $594K
EPG Wealth Management LLC 0.18% Reduce -0.6% 28,639 $584K
Waverly Advisors, LLC 0.01% Reduce -77.2% 28,401 $579K
Callan Family Office, LLC 0.02% Add +115.7% 28,374 $578K
Saxon Interests, Inc. 0.27% No change 22,663 $575K
Soundwatch Capital LLC 0.10% New 579,010 $573K
Coastal Bridge Advisors, LLC 0.05% New 28,065 $572K
Brown Advisory Inc. 0.00% Add +17.0% 27,735 $565K
Ofi Invest Asset Management 0.01% Reduce -7.5% 32,260 $560K
Essential Partners LLC 0.22% — 27,473 $560K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.7% 27,427 $559K
NorthRock Partners, LLC 0.01% New 27,352 $557K
Penserra Capital Management LLC 0.01% Add +56.6% 27,076 $551K
Vident Advisory, LLC 0.01% Add +20.2% 25,946 $529K
Two Sigma Securities, LLC 0.06% New 25,546 $521K
Gallacher Capital Management LLC 0.24% Reduce -6.4% 25,413 $518K
Capital Fund Management S.A. 0.01% Add +109.0% 25,037 $510K
MAI Capital Management 0.00% Reduce -57.0% 24,803 $505K
MML Investors Services, LLC 0.00% Reduce -40.5% 24,570 $501K
Cordgrass Capital Advisors, LLC 0.14% Add +45.1% 24,553 $500K
Huntington National Bank 0.00% Add +19.3% 24,483 $499K
Amova Asset Management Americas, Inc. 0.00% Reduce -43.2% 24,327 $495K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -6.5% 23,973 $489K
Capital International Sarl 0.01% Reduce -61.3% 23,773 $484K
Bleakley Financial Group, LLC 0.01% Add +105.3% 23,724 $483K
Ballentine Partners, LLC 0.01% Add +14.4% 23,684 $483K
Wealth Advisors of Tampa Bay, LLC 0.18% Add +133.3% 23,385 $477K
Bessemer Group Inc. 0.00% Reduce -3.6% 23,091 $470K
AdvisorShares Investments LLC 0.08% Add +45.5% 23,054 $470K
Scientech Research LLC 0.11% New 22,923 $467K
Applied Finance Capital Management, LLC 0.03% Add +5.3% 22,847 $466K
Wahed Invest LLC 0.07% Add +6.1% 22,736 $463K
Freestone Capital Holdings, LLC 0.02% New 22,597 $461K
AlphaQuest LLC 0.04% Reduce -79.3% 22,453 $458K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -13.8% 22,406 $457K
International Assets Investment Management, LLC 0.04% Add +2.6% 22,307 $455K
Kestra Investment Management, LLC 0.01% Reduce -30.8% 21,605 $440K
Guidance Capital, Inc. 0.12% New 20,194 $436K
Farringdon Capital, Ltd. 0.15% New 21,187 $432K
Apollon Wealth Management, LLC 0.01% Add +49.2% 21,179 $432K
Investment Management Corp of Ontario 0.01% Reduce -14.9% 21,129 $431K
Mgo One Seven LLC 0.01% Add +38.8% 21,094 $430K
Sivia Capital Partners, LLC 0.15% New 21,070 $429K
D.A. Davidson & Co. 0.00% Reduce -52.6% 21,057 $429K
Huber Capital Management LLC 0.07% No change 20,900 $426K
Bogart Wealth, LLC 0.02% Add +5084.8% 20,739 $423K
STRS Ohio 0.00% Reduce -95.5% 20,491 $418K
Holowesko Partners Ltd. 0.15% No change 20,000 $408K
Clearbridge Investments, LLC 0.00% No change 20,000 $408K
CW Advisors, LLC 0.00% Add +18.2% 19,797 $403K
Machina Capital S.A.S. 0.08% Reduce -64.1% 19,713 $402K
Cullen Investment Group, LTD. 0.06% Reduce -28.1% 19,696 $401K
HB Wealth Management, LLC 0.00% Add +29.4% 19,687 $401K
Icon Wealth Advisors, LLC 0.03% Reduce -3.6% 19,673 $401K
Lauterbach Financial Advisors, LLC 0.22% No change 19,641 $400K
Colonial Trust Advisors 0.03% Reduce -56.5% 19,406 $395K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +36.2% 19,060 $388K
Mufg Securities Americas Inc. 0.03% Add +24.0% 19,054 $388K
Exchange Traded Concepts, LLC 0.00% Reduce -31.5% 18,746 $382K
Vestcor Inc 0.01% Reduce -0.6% 18,721 $382K
VeraBank, N.A. 0.08% Reduce -11.9% 18,695 $381K
Impact Partnership Wealth, LLC 0.07% Reduce -12.8% 18,597 $379K
Mutual Advisors, LLC 0.01% New 16,709 $375K
Clearstead Advisors, LLC 0.01% Add +636.8% 18,404 $375K
Meeder Advisory Services, Inc. 0.02% Reduce -13.4% 18,355 $374K
Coldstream Capital Management Inc. 0.01% Add +38.7% 18,318 $373K
Everhart Financial Group, Inc. 0.04% Add +32.5% 18,104 $369K
Wedbush Securities Inc. 0.01% Add +14.8% 17,916 $365K
Fayez Sarofim & Co 0.00% Add +7.4% 17,757 $362K
MASTERINVEST Kapitalanlage GmbH 0.04% — 17,672 $360K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 17,533 $357K
Lido Advisors, LLC 0.00% Reduce -4.1% 17,455 $356K
Journey Advisory Group, LLC 0.03% No change 17,395 $355K
Erste Asset Management GmbH 0.00% Add +0.0% 17,170 $354K
First Horizon Advisors, Inc. 0.01% Reduce -4.6% 17,322 $353K
Scotia Capital Inc. 0.00% Reduce -7.9% 17,101 $349K
Argonautica Private Wealth Management, Inc. 0.11% Reduce -0.6% 17,082 $348K
Avidian Wealth Enterprises, LLC 0.01% Add +4.6% 17,035 $347K
Oxford Asset Management LLP 0.11% Add +11.8% 16,952 $345K
Choreo, LLC 0.00% Add +93.8% 16,919 $345K
111 Capital 0.06% Reduce -76.0% 16,692 $340K
PFG Investments, LLC 0.02% Reduce -3.3% 16,571 $338K
Longfellow Investment Management Co. LLC 0.08% No change 16,509 $336K
Holderness Investments Co. 0.07% No change 16,320 $333K
Chilton Capital Management LLC 0.01% Reduce -32.9% 16,318 $333K
Narwhal Capital Management 0.03% New 16,227 $331K
GAMMA Investing LLC 0.02% Add +38.1% 16,051 $327K
Forte Capital LLC 0.04% Add +81.8% 15,975 $326K
Greenleaf Trust 0.00% Reduce -3.9% 15,871 $323K
J. Safra Sarasin Holding AG 0.01% No change 15,804 $322K
IFP Advisors, Inc 0.01% Reduce -27.4% 15,666 $321K
Petrus Trust Company, LTA 0.03% Reduce -42.0% 15,683 $320K
Beacon Pointe Advisors, LLC 0.00% Reduce -0.0% 15,541 $317K
Eukles Asset Management 0.13% Add +12.3% 15,482 $316K
Pitcairn Co. 0.02% Reduce -7.1% 15,478 $315K
Sunpointe, LLC 0.12% Add +64.9% 15,367 $313K
Wilmington Savings Fund Society, FSB 0.01% Add +19.6% 15,330 $312K
NJ State Employees Deferred Compensation Plan 0.04% No change 15,267 $311K
Boothbay Fund Management, LLC 0.01% Reduce -90.9% 15,128 $308K
Moody National Bank Trust Division 0.03% Add +6.8% 15,062 $307K
SYM FINANCIAL Corp 0.03% Add +54.9% 15,051 $307K
Signaturefd, LLC 0.01% Add +15.7% 15,044 $307K
MGB Wealth Management, LLC 0.10% Add +0.1% 14,985 $306K
Wedmont Private Capital 0.01% Add +12.9% 13,888 $306K
Gradient Investments LLC 0.01% Add +0.5% 14,948 $305K
SCP Investment, LP 0.24% Reduce -37.3% 14,800 $302K
Versor Investments LP 0.05% Reduce -27.4% 14,700 $300K
Prospera Financial Services Inc 0.01% Add +18.5% 14,423 $294K
Headlands Technologies LLC 0.04% Reduce -67.6% 14,353 $293K
DAVENPORT & Co LLC 0.00% Reduce -8.1% 14,329 $292K
GTS Securities LLC 0.01% Add +22.5% 14,252 $290K
Canada Post Corp Registered Pension Plan 0.02% New 14,246 $290K
Snowden Capital Advisors LLC 0.01% Reduce -1.7% 14,156 $288K
TOWER TRUST & INVESTMENT Co 0.20% Add +0.3% 13,857 $282K
CX Institutional 0.01% Add +38.7% 13,819 $282K
Systematic Alpha Investments, LLC 0.01% No change 13,816 $282K
Inspire Investing, LLC 0.03% Add +10.8% 13,787 $281K
Hilltop National Bank 0.07% — 13,758 $280K
Stephens Inc. 0.00% Reduce -17.7% 13,626 $278K
Cerro Pacific Wealth Advisors LLC 0.08% Add +4.3% 13,590 $277K
Forum Financial Management, LP 0.00% Reduce -0.1% 13,589 $277K
Allworth Financial LP 0.00% Add +52.7% 13,585 $277K
Numerai GP LLC 0.04% Add +7.8% 13,444 $274K
Keybank National Association 0.00% Add +51.4% 13,307 $271K
Atala Financial Inc 0.19% No change 13,179 $269K
Allianz SE 0.01% Reduce -73.1% 13,110 $267K
TCW Group Inc. 0.00% Reduce -0.8% 13,011 $265K
IHT Wealth Management, LLC 0.01% New 12,961 $264K
Townsquare Capital LLC 0.03% Reduce -63.1% 12,737 $260K
Westwood Holdings Group Inc. 0.00% Add +13.3% 12,546 $256K
Chicago Partners Investment Group LLC 0.01% New 11,569 $254K
Peapack Gladstone Financial Corp. 0.00% Reduce -6.0% 12,434 $253K
Mystic Asset Management, Inc. 0.06% Add +2.5% 12,407 $253K
Meridian Wealth Management, LLC 0.01% Add +7.8% 12,399 $253K
Knollwood Investment Advisory, LLC 0.02% Reduce -70.4% 12,349 $252K
Transcend Capital Advisors, LLC 0.02% New 12,271 $250K
EP Wealth Advisors, LLC 0.00% Reduce -34.9% 12,050 $246K
Welch Group, LLC 0.01% Add +1.7% 12,042 $245K
Park Avenue Securities LLC 0.00% Reduce -6.8% 12,046 $245K
Siemens Fonds Invest GmbH 0.01% Add +16.6% 11,972 $244K
Investors Asset Management of Georgia Inc. /Ga/ 0.11% Add +9.1% 11,970 $244K
QSV Equity Investors LLC 0.25% Add +16.6% 11,942 $243K
Geneos Wealth Management Inc. 0.01% Add +25.3% 11,918 $243K
Candriam S.C.A. 0.00% Reduce -73.4% 11,858 $242K
SummitTX Capital, L.P. 0.01% New 11,658 $238K
Nicolet Bankshares Inc. 0.04% Reduce -5.4% 11,531 $235K
Johnson Investment Counsel Inc. 0.00% Reduce -4.6% 11,477 $234K
Evoke Wealth, LLC 0.01% New 11,454 $233K
Atria Wealth Solutions, Inc. 0.01% Add +5.9% 11,358 $231K
BWM Planning, LLC 0.08% Add +1.1% 11,356 $231K
Nebula Research & Development LLC 0.02% Reduce -71.1% 11,298 $230K
Cim Investment Management Inc. 0.04% Add +0.1% 8,412 $229K
Montgomery Investment Management Inc. 0.09% No change 11,200 $228K
Summit Financial, LLC 0.01% Add +7.9% 11,149 $227K
Aptus Capital Advisors, LLC 0.00% Reduce -94.6% 11,127 $227K
Parcion Private Wealth LLC 0.02% New 11,053 $225K
Allegiance Financial Group Advisory Services LLC 0.06% New 11,036 $225K
Midland Wealth Advisors, LLC 0.01% Reduce -7.7% 10,971 $224K
Angeles Wealth Management, LLC 0.02% Add +20.3% 10,928 $223K
Teza Capital Management LLC 0.16% Add +16.1% 10,763 $219K
Earned Wealth Advisors, LLC 0.04% New 10,735 $219K
Level Four Advisory Services, LLC 0.01% Reduce -0.7% 10,732 $219K
Rothschild Investment LLC 0.01% Add +17.6% 10,732 $219K
LeClair Wealth Partners LLC 0.15% Reduce -0.0% 10,697 $218K
CI Investments Inc. 0.00% Add +3.2% 10,713 $218K
SeaCrest Wealth Management, LLC 0.02% Reduce -1.3% 10,633 $217K
Patton Fund Management, Inc. 0.05% New 10,565 $215K
Dover Advisors, LLC 0.09% Reduce -9.7% 10,544 $215K
Mesirow Financial Investment Management, Inc. 0.00% Add +0.3% 10,540 $215K
DRW Securities, LLC 0.01% New 10,499 $214K
Your Advocates Ltd., LLP 0.08% No change 10,419 $212K
Searle & Co. 0.06% No change 10,249 $209K
Flagship Harbor Advisors, LLC 0.01% New 10,245 $209K
Court Place Advisors, LLC 0.07% Reduce -17.0% 10,245 $209K
Citizens National Bank Trust Department 0.04% No change 9,980 $203K
Manske Wealth Management 0.07% Add +13.3% 9,914 $202K
Kaufman Rossin Wealth, LLC 0.13% New 9,820 $200K
Guinness Atkinson Asset Management Inc 0.10% No change 9,809 $200K
Parallel Advisors, LLC 0.00% Reduce -20.4% 9,805 $200K
Caitong International Asset Management Co., Ltd 0.14% Add +51738.9% 9,331 $190K
HM Payson & Co. 0.00% Reduce -15.1% 8,977 $183K
Global Retirement Partners, LLC 0.00% — 8,841 $180K
Westpac Banking Corp. 0.01% Add +75.2% 8,654 $176K
Sumitomo Life Insurance Co. 0.01% Reduce -4.2% 8,642 $176K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 8,475 $173K
Lanark Financial, Inc. 0.01% Add +8.1% 8,409 $171K
Ameritas Advisory Services, LLC 0.01% Add +5.1% 8,378 $171K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.6% 8,115 $165K
Lazard Asset Management LLC 0.00% Add +4.1% 8,170 $165K
World Investment Advisors 0.00% Reduce -5.7% 8,093 $165K
Gifford Fong Associates 0.04% No change 8,000 $163K
Smithfield Trust Co 0.01% No change 8,000 $163K
Rexford Capital Inc. 0.13% — 7,894 $161K
CoreFirst Bank & Trust 0.09% New 7,840 $160K
Blue Trust, Inc. 0.00% Add +5.0% 7,630 $156K
Bayforest Capital Ltd 0.07% Add +11.8% 7,514 $153K
SBI Securities Co., Ltd. 0.00% Add +7.3% 7,374 $150K
Pittenger & Anderson Inc. 0.01% No change 7,000 $143K
Principal Securities, Inc. 0.00% Reduce -17.4% 6,958 $142K
UMB Bank, n.a. 0.00% Add +168.7% 6,705 $137K
CIBC Private Wealth Group LLC 0.00% Add +87.7% 6,631 $135K
Brooklyn Investment Group 0.02% Add +99.7% 6,514 $133K
Parallax Volatility Advisers, L.P. 0.01% Reduce -88.9% 6,491 $132K
Golden State Wealth Management, LLC 0.01% No change 6,045 $123K
Center for Financial Planning, Inc. 0.01% No change 5,890 $120K
Farther Finance Advisors, LLC 0.00% Add +33.3% 5,853 $119K
Manchester Capital Management LLC 0.02% Reduce -0.9% 5,764 $117K
Smartleaf Asset Management LLC 0.01% Add +88.3% 5,617 $116K
Raiffeisen Bank International AG 0.00% No change 5,452 $111K
MassMutual Private Wealth & Trust, FSB 0.00% Add +150.2% 5,232 $107K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.05% Add +35.1% 5,000 $102K
Clearstead Trust, LLC 0.02% Reduce -8.8% 5,000 $102K
JFS Wealth Advisors, LLC 0.01% Add +2273.9% 4,819 $98K
Compagnie Lombard Odier SCmA 0.00% No change 4,500 $92K
Transamerica Financial Advisors, LLC 0.01% Reduce -2.0% 4,334 $88K
MCF Advisors LLC 0.01% Reduce -49.3% 4,165 $85K
Sunbelt Securities, Inc. 0.01% Add +4.2% 3,097 $84K
Cohen & Steers, Inc. 0.00% Add +25.0% 4,000 $82K
Resources Management Corp. /CT/ 0.01% No change 3,900 $79K
CANADA LIFE ASSURANCE Co 0.00% Add +61.2% 3,842 $78K
Central Pacific Bank - Trust Division 0.01% No change 3,800 $77K
Harbor Investment Advisory, LLC 0.01% No change 3,754 $77K
Arax Advisory Partners 0.00% Reduce -9.2% 2,172 $75K
Eastern Bank 0.00% No change 3,617 $74K
Intact Investment Management Inc. 0.00% Add +33.3% 3,600 $73K
Whittier Trust Co. 0.00% Reduce -30.2% 3,464 $71K
Westport Asset Management Inc. 0.03% No change 3,444 $70K
TCTC Holdings, LLC 0.00% No change 3,300 $67K
Goldstream Capital Management Ltd 0.03% No change 3,226 $66K
Caldwell Trust Co 0.01% Reduce -3.0% 3,123 $64K
Sentry Investment Management LLC 0.03% No change 2,837 $63K
Quarry LP 0.02% Reduce -70.7% 3,071 $63K
GFG Capital, LLC 0.02% Reduce -82.7% 3,070 $63K
U S Global Investors Inc. 0.01% No change 3,000 $61K
GeoWealth Management, LLC 0.00% Add +177.9% 2,849 $58K
Armstrong Advisory Group, Inc. 0.00% Add +253.3% 2,816 $57K
Trust Co. of Toledo NA 0.01% Reduce -69.6% 2,770 $56K
Cromwell Holdings LLC 0.03% Add +1.5% 2,718 $55K
Blume Capital Management, Inc. 0.01% Add +34.7% 2,700 $55K
Harbour Investments, Inc. 0.00% Add +16.4% 2,692 $55K
LMR Partners LLP 0.00% Add +23.7% 2,677 $55K
MUFG Securities EMEA plc 0.00% New 2,557 $52K
Spire Wealth Management 0.00% Reduce -27.9% 2,528 $52K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 2,351 $48K
CYBER HORNET ETFs LLC 0.03% New 2,322 $47K
Sachetta, LLC 0.02% Add +1.3% 2,280 $46K
Investors Research Corp 0.01% No change 2,222 $45K
DT Investment Partners, LLC 0.00% No change 2,221 $45K
North Star Investment Management Corp. 0.00% No change 2,200 $45K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +3.9% 2,151 $44K
McIlrath & Eck, LLC 0.01% Add +0.1% 2,134 $43K
Elevation Point Wealth Partners, LLC 0.00% New 2,125 $43K
Hemington Wealth Management 0.01% Reduce -14.3% 2,147 $43K
TD Private Client Wealth LLC 0.00% Add +7.4% 2,088 $43K
Hantz Financial Services, Inc. 0.00% Add +252.3% 1,994 $41K
Centennial Bank 0.02% No change 2,000 $41K
Parkside Financial Bank & Trust 0.00% Add +2.2% 1,938 $39K
Bartlett & Co. Wealth Management LLC 0.00% Add +109.5% 1,900 $39K
CVA Family Office, LLC 0.01% Add +94.8% 1,882 $38K
Sierra Ocean, LLC 0.03% Add +114.9% 1,833 $37K
Colonial Trust Co / SC 0.01% Reduce -92.9% 1,800 $37K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -52.0% 1,792 $37K
Brown Brothers Harriman & Co. 0.00% Add +25.0% 1,786 $36K
Total Investment Management Inc. 0.01% New 1,774 $36K
Cape Investment Advisory, Inc. 0.01% Add +111.9% 1,704 $35K
SouthState Bank Corp 0.00% Add +18.5% 1,674 $34K
Bollard Group LLC 0.00% Reduce -42.7% 1,639 $33K
Rakuten Securities, Inc. 0.01% Add +547.4% 1,586 $32K
State of Wyoming 0.00% Reduce -82.2% 1,568 $32K
Advantage Trust Co 0.02% No change 1,500 $31K
Optimum Investment Advisors 0.01% Reduce -18.4% 1,500 $31K
Sava Infond d.o.o. 0.00% Reduce -87.5% 1,500 $31K
American National Bank & Trust 0.00% Reduce -37.1% 1,352 $28K
Indiana Trust & Investment Management Co 0.01% No change 1,300 $26K
BOK Financial Private Wealth, Inc. 0.00% No change 1,286 $26K
Trust Co. of Vermont 0.00% No change 1,265 $26K
Vermillion Wealth Management, Inc. 0.01% Reduce -12.2% 1,262 $26K
NFSG Corp 0.00% New 1,250 $25K
Riggs Asset Managment Co. Inc. 0.01% Reduce -57.5% 1,219 $25K
Deseret Mutual Benefit Administrators 0.01% No change 1,210 $25K
Cranbrook Wealth Management, LLC 0.01% Add +0.8% 1,192 $24K
Covestor Ltd 0.01% Add +128.7% 1,194 $24K
Addison Advisors LLC 0.01% No change 1,125 $23K
NBT Bank, N.A. 0.00% Reduce -0.1% 1,115 $23K
True Wealth Design, LLC 0.01% Reduce -38.1% 1,100 $22K
Kelly Lawrence W & Associates Inc. 0.01% No change 1,080 $22K
Hanson & Doremus Investment Management 0.00% No change 1,100 $22K
Farmers & Merchants Investments Inc. 0.00% No change 1,076 $22K
Tompkins Financial Corp. 0.00% Add +350.9% 1,028 $21K
Park Square Financial Group, LLC 0.02% Add +3703.7% 1,027 $21K
Mascoma Wealth Management LLC 0.00% No change 1,008 $21K
Granite FO LLC 0.01% No change 1,000 $20K
First United Bank & Trust 0.01% No change 1,000 $20K
Private Trust Co. NA 0.00% Reduce -18.8% 980 $20K
NewSquare Capital LLC 0.00% Add +100.0% 976 $20K
AdvisorNet Financial, Inc 0.00% Add +38.2% 966 $20K
ORG Partners LLC 0.00% Reduce -94.7% 918 $19K
Alerus Financial NA 0.00% New 945 $19K
GW&K Investment Management, LLC 0.00% Add +161.6% 926 $19K
LRI Investments, LLC 0.00% No change 14,320 $18K
City State Bank 0.01% No change 891 $18K
Horizon Bancorp Inc. 0.01% Reduce -68.2% 877 $18K
Coston, McIsaac & Partners 0.00% No change 893 $18K
Altshuler Shaham Ltd 0.00% New 882 $18K
Rosenberg Matthew Hamilton 0.00% No change 872 $18K
Silvant Capital Management LLC 0.00% No change 839 $17K
GPS Wealth Strategies Group, LLC 0.00% Add +2.9% 826 $17K
Activest Wealth Management 0.00% Reduce -4.9% 801 $16K
Birchbrook, Inc. 0.01% No change 800 $16K
Luken Investment Analytics, LLC 0.01% No change 800 $16K
Hollencrest Capital Management 0.00% No change 800 $16K
Twin Peaks Wealth Advisors, LLC 0.01% New 777 $16K
Ogorek Anthony Joseph /NY/ 0.00% Add +7.1% 827 $16K
Evermay Wealth Management LLC 0.00% No change 778 $16K
Boreal Capital Management LLC 0.02% — 775 $16K
Stone House Investment Management, LLC 0.00% Reduce -36.0% 769 $16K
Asset Planning,Inc 0.01% Add +0.8% 735 $15K
First Financial Corp. 0.01% No change 700 $14K
Consultiva Wealth Management, Corp. 0.04% No change 695 $14K
WFA Asset Management Corp 0.01% Add +0.5% 405 $14K
Beacon Capital Management, LLC 0.00% Add +115.8% 656 $13K
Fortitude Family Office, LLC 0.00% Add +543.9% 631 $13K
Pinnacle Bancorp, Inc. 0.00% No change 604 $12K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -22.4% 602 $12K
Murphy & Mullick Capital Management Corp 0.01% Add +233.3% 600 $12K
AllSquare Wealth Management LLC 0.01% No change 600 $12K
Bellwether Advisors, LLC 0.00% No change 600 $12K
Alpine Bank Wealth Management 0.00% No change 600 $12K
Medallion Wealth Advisors, LLC 0.00% Add +0.4% 558 $12K
Rise Advisors, LLC 0.00% Add +0.7% 579 $12K
Summit Securities Group LLC 0.00% New 579 $12K
Trust Co 0.00% No change 566 $12K
Sound Income Strategies, LLC 0.00% Add +103.6% 566 $12K
Frazier Financial Advisors, LLC 0.01% No change 561 $11K
Raffa Wealth Management, LLC 0.00% No change 522 $11K
Meeder Asset Management Inc. 0.00% Add +10.8% 513 $10K
Kilter Group LLC 0.01% New 510 $10K
1 North Wealth Services LLC 0.00% No change 500 $10K
MTM Investment Management, LLC 0.00% New 500 $10K
Global Wealth Strategies & Associates 0.00% No change 500 $10K
Hillsdale Investment Management Inc. 0.00% No change 500 $10K
South Plains Financial, Inc. 0.01% No change 500 $10K
Wood Tarver Financial Group, LLC 0.00% No change 500 $10K
Richardson Financial Services Inc. 0.01% Add +203.2% 470 $10K
Red Tortoise LLC 0.00% Add +0.8% 480 $10K
WPG Advisers, LLC 0.01% Reduce -38.1% 459 $9K
High Note Wealth, LLC 0.00% Add +129.5% 459 $9K
WFA of San Diego, LLC 0.01% — 450 $9K
Principia Wealth Advisory, LLC 0.01% Add +7.0% 412 $8K
Private Wealth Asset Management, LLC 0.00% Reduce -3.8% 404 $8K
Eq Wealth Advisors, LLC 0.01% No change 403 $8K
Financial Network Wealth Advisors LLC 0.01% Add +3.1% 402 $8K
Grove Bank & Trust 0.00% Reduce -44.9% 397 $8K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -39.6% 374 $8K
Wolff Wiese Magana LLC 0.00% Add +1850.0% 390 $8K
United Community Bank 0.00% No change 380 $8K
Physician Wealth Advisors, Inc. 0.00% New 378 $8K
Asset Dedication, LLC 0.00% Reduce -33.3% 376 $8K
Key Financial Inc 0.00% Reduce -23.2% 374 $8K
St Germain D J Co. Inc. 0.00% Reduce -49.2% 366 $7K
Aspect Partners, LLC 0.00% No change 352 $7K
Crews Bank & Trust 0.00% No change 350 $7K
Bell Investment Advisors, Inc 0.00% Add +56.8% 345 $7K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 342 $7K
Prestige Wealth Management Group LLC 0.00% Add +0.3% 337 $7K
CoreCap Advisors, LLC 0.00% Reduce -24.0% 320 $7K
Independence Bank of Kentucky 0.00% Reduce -43.1% 312 $6K
Dogwood Wealth Management LLC 0.00% Reduce -18.0% 282 $6K
Olistico Wealth, LLC 0.00% Add +200.0% 300 $6K
Towne Trust Company, N.A 0.00% No change 300 $6K
WealthCollab, LLC 0.00% No change 298 $6K
Kozak & Associates, Inc. 0.00% Add +0.8% 267 $6K
Bruce G. Allen Investments, LLC 0.00% Reduce -77.3% 273 $6K
Cornerstone Planning Group LLC 0.00% Add +114.7% 249 $5K
CENTRAL TRUST Co 0.00% No change 250 $5K
MV Capital Management, Inc. 0.00% Reduce -39.5% 239 $5K
Atticus Wealth Management, LLC 0.00% Add +15.0% 230 $5K
Provenance Wealth Advisors, LLC 0.00% Reduce -18.2% 229 $5K
Whipplewood Advisors, LLC 0.00% Add +161.4% 217 $4K
GHP Investment Advisors, Inc. 0.00% Add +78.3% 214 $4K
Bangor Savings Bank 0.00% No change 208 $4K
Ancora Advisors LLC 0.00% Add +13.7% 207 $4K
Game Plan Financial Advisors, LLC 0.00% No change 200 $4K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 200 $4K
Cetera Trust Company, N.A 0.00% No change 197 $4K
WealthTrak Capital Management LLC 0.00% Add +550.0% 195 $4K
Howard Hughes Medical Institute 0.00% New 187 $4K
Foster Dykema Cabot & Partners, LLC 0.00% No change 185 $4K
Westend Capital Management, LLC 0.00% No change 177 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 160 $3K
Zions Bancorporation, National Association 0.00% Reduce -89.2% 156 $3K
Union Bancaire Privee, UBP SA 0.00% Reduce -95.4% 210 $3K
Kiker Wealth Management, LLC 0.00% Reduce -6.2% 152 $3K
Crewe Advisors LLC 0.00% New 151 $3K
Keener Financial Planning LLC 0.00% No change 182 $3K
Capital Advisors, Ltd. LLC 0.00% Add +152.3% 164 $3K
Roble, Belko & Company, Inc 0.00% No change 134 $3K
TFC Financial Management, Inc. 0.00% Reduce -14.4% 143 $3K
YANKCOM Partnership 0.00% No change 138 $3K
Signature Resources Capital Management, LLC 0.00% No change 130 $3K
Tradewinds Capital Management, LLC 0.00% Reduce -94.2% 124 $3K
PFS Partners, LLC 0.00% Add +0.8% 123 $3K
Vision Financial Markets LLC 0.00% Add +1.6% 123 $2K
LGT Financial Advisors LLC 0.01% No change 116 $2K
Anfield Capital Management, LLC 0.00% No change 115 $2K
Versant Capital Management, Inc 0.00% Reduce -94.5% 113 $2K
SOA Wealth Advisors, LLC. 0.00% No change 110 $2K
Main Street Group, LTD 0.00% No change 108 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 105 $2K
Financial Management Professionals, Inc. 0.00% Reduce -7.9% 105 $2K
Plante Moran Financial Advisors, LLC 0.00% No change 104 $2K
Iron Horse Wealth Management, LLC 0.00% No change 102 $2K
Safe Harbor Fiduciary, LLC 0.00% No change 101 $2K
Legacy Bridge, LLC 0.00% No change 100 $2K
Gables Capital Management Inc. 0.00% No change 100 $2K
Moser Wealth Advisors, LLC 0.00% New 100 $2K
Albion Financial Group 0.00% No change 100 $2K
JNBA Financial Advisors 0.00% Reduce -83.5% 99 $2K
Princeton Global Asset Management LLC 0.00% New 98 $2K
Abound Wealth Management 0.00% No change 88 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 85 $2K
Oakworth Capital, Inc. 0.00% No change 77 $2K
Brown, Lisle/Cummings, Inc. 0.00% New 77 $2K
Nvwm, LLC 0.00% Add +366.7% 70 $1K
Transce3nd, LLC 0.00% New 69 $1K
Rialto Wealth Management, LLC 0.00% New 66 $1K
S&T Bank 0.00% Add +10.3% 64 $1K
N.E.W. Advisory Services LLC 0.00% No change 60 $1K
Highline Wealth Partners LLC 0.00% Reduce -59.5% 60 $1K
Garde Capital, Inc. 0.00% No change 55 $1K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 54 $1K
Private Wealth Management Group, LLC 0.00% Reduce -85.1% 54 $1K
New England Capital Financial Advisors LLC 0.00% Add +1.9% 54 $1K
Carolina Wealth Advisors, LLC 0.00% No change 50 $1K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 49 $999
Pineridge Advisors LLC 0.00% New 46 $946
Evelyn Partners Asset Management Ltd 0.00% No change 44 $897
Traub Capital Management LLC 0.00% — 42 $856
Clark Wealth Partners 0.00% Add +5.0% 42 $856
DiNuzzo Private Wealth, Inc. 0.00% Reduce -48.0% 40 $816
Parkworth Wealth Management, Inc. 0.00% New 38 $774
Nemes Rush Group LLC 0.00% Add +3.0% 34 $687
Ransom Advisory, Ltd 0.00% No change 33 $673
Stephens Consulting, LLC 0.00% Reduce -73.6% 33 $673
Tortoise Investment Management, LLC 0.00% New 33 $673
Salem Investment Counselors Inc. 0.00% No change 32 $653
Dunhill Financial, LLC 0.00% Reduce -82.3% 31 $651
FSA Wealth Management LLC 0.00% No change 30 $611
Archer Investment Corp 0.00% New 30 $611
American Capital Advisory, LLC 0.00% New 29 $592
CNB Bank 0.00% No change 26 $530
Hager Investment Management Services, LLC 0.00% Reduce -97.0% 21 $428
Valued Wealth Advisors LLC 0.00% Reduce -50.0% 19 $394
Raleigh Capital Management Inc. 0.00% No change 17 $346
Quest 10 Wealth Builders, Inc. 0.00% No change 16 $328
MorganRosel Wealth Management, LLC 0.00% No change 15 $306
HFM Investment Advisors, LLC 0.00% No change 15 $306
ROSS\JOHNSON & Associates LLC 0.00% No change 11 $224
Arlington Trust Co LLC 0.00% New 10 $204
Bay Harbor Wealth Management, LLC 0.00% New 9 $183
Aventura Private Wealth, LLC 0.00% New 9 $183
Islay Capital Management, LLC 0.00% No change 6 $122
Legacy Investment Solutions, LLC 0.00% — 5 $102
Legacy Wealth Managment, LLC 0.00% No change 5 $102
Creative Financial Designs Inc. 0.00% No change 5 $102
Quaker Wealth Management, LLC 0.00% — 4 $82
Hoertkorn Richard Charles 0.00% No change 4 $81
Tsfg, LLC 0.00% No change 5 $0

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