Hartford Insurance GroupHIG

13F holders, Q2 2024 (June 30)
929holders +9
75new positions
64sold out
9famous investors
$100.57avg. 13F price*

At the end of Q2 2024, 929 institutions reported holding Hartford Insurance Group Inc. (HIG) in their 13F filings, up 9 from Q1 2024. 75 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($3.8B), BlackRock Inc. ($2.6B) and State Street Corp. ($1.7B). 9 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Hartford Insurance Group Inc.
Sector
Finance
CUSIP
416515104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions75$110.3M
Exits64$60.1M

All 13F filers, Q1 2024 → Q2 2024: 10,228,122 shares bought and 12,485,491 shares sold, net −2,257,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 929 holders

Vanguard Group Inc. 0.07% Reduce -1.3% 37,340,698 $3.8B
BlackRock Inc. 0.06% Add +0.4% 25,529,445 $2.6B
State Street Corp. 0.07% Add +0.4% 16,537,058 $1.7B
FMR LLC 0.09% Add +0.9% 14,262,760 $1.4B
T. Rowe Price Associates Inc. 0.17% Reduce -12.1% 14,003,037 $1.4B
JPMorgan Chase & Co. 0.07% Reduce -8.2% 8,456,639 $850.2M
Geode Capital Management, LLC 0.07% Add +2.4% 7,469,802 $749.1M
Invesco Ltd. 0.13% Reduce -5.6% 5,934,550 $596.7M
Dimensional Fund Advisors LP 0.15% Add +1.2% 5,809,358 $584.2M
Victory Capital Management Inc. 0.51% Reduce -7.3% 4,995,250 $502.2M
Hotchkis & Wiley Capital Management LLC 1.75% Reduce -11.3% 4,985,122 $501.2M
LSV Asset Management 1.03% Reduce -2.8% 4,654,236 $467.9M
Norges Bank 0.06% Add +12.5% 4,102,007 $412.4M
Massachusetts Financial Services Co. 0.12% Reduce -0.7% 4,029,449 $405.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +21.6% 3,599,091 $361.9M
Morgan Stanley 0.03% Add +5.2% 3,494,876 $351.4M
Nordea Investment Management AB 0.39% Add +3.7% 3,308,761 $335.5M
Northern Trust Corp. 0.05% Reduce -0.2% 3,208,996 $322.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.35% Reduce -2.8% 3,134,520 $315.1M
Ameriprise Financial Inc. 0.08% Reduce -9.9% 3,046,574 $309.9M
Newport Trust Company, LLC 0.71% Reduce -2.0% 2,820,369 $283.6M
Arrowstreet Capital, Limited Partnership 0.23% Add +8.7% 2,568,677 $258.3M
Legal & General Group Plc 0.07% Reduce -5.0% 2,461,772 $247.5M
Bank of New York Mellon Corp 0.05% Reduce -2.8% 2,460,855 $247.4M
Bank of America Corp. 0.02% Reduce -0.6% 2,441,649 $245.5M
First Trust Advisors LP 0.24% Add +1.3% 2,375,596 $238.8M
Franklin Resources Inc. 0.07% Add +4.2% 2,198,561 $221.0M
Amundi 0.08% Reduce -0.4% 2,016,747 $200.9M
Charles Schwab Investment Management Inc. 0.04% Add +0.9% 1,885,348 $189.6M
Royal Bank of Canada 0.04% Reduce -16.1% 1,785,443 $179.5M
KBC Group NV 0.46% Reduce -3.0% 1,501,665 $151.0M
AQR Capital Management 0.23% Add +4.9% 1,497,960 $150.6M
California Public Employees Retirement System 0.11% Add +73.7% 1,445,426 $145.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.36% Add +2.4% 1,367,400 $137.5M
Panagora Asset Management Inc. 0.69% Reduce -0.2% 1,363,072 $137.0M
Nuveen Asset Management, LLC 0.04% Add +3.9% 1,317,757 $132.6M
Barclays PLC 0.06% Reduce -30.6% 1,250,679 $125.7M
Bahl & Gaynor LLC 0.69% Add +3.4% 1,229,133 $123.6M
Great Lakes Advisors, LLC 1.03% Reduce -5.0% 1,151,960 $115.8M
UBS Group AG 0.04% Reduce -3.7% 1,137,078 $114.3M
Adage Capital Partners Gp, L.L.C. 0.20% Add +9.7% 1,083,732 $109.0M
Equity Investment Corp. 2.63% Add +1.7% 1,025,048 $103.1M
Balyasny Asset Management L.P. 0.27% Add +5268.9% 1,010,632 $101.6M
Clearbridge Investments, LLC 0.08% Reduce -43.5% 1,004,807 $101.0M
Goldman Sachs Group Inc. 0.02% Reduce -18.3% 1,003,590 $100.9M
Robeco Institutional Asset Management B.V. 0.21% Add +10.6% 977,764 $98.3M
Deutsche Bank AG 0.04% Add +2.7% 955,743 $96.1M
HSBC Holdings PLC 0.06% Reduce -3.6% 926,720 $93.2M
Man Group plc 0.24% Reduce -41.0% 886,351 $89.1M
Swiss National Bank 0.06% Reduce -2.3% 880,400 $88.5M
Assetmark, Inc. 0.27% Add +1.8% 875,909 $88.1M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -8.3% 795,703 $80.0M
Woodline Partners LP 0.68% New 707,604 $71.1M
APG Asset Management N.V. 0.12% Add +8.3% 737,438 $69.2M
O'shaughnessy Asset Management, LLC 0.70% Reduce -8.0% 675,889 $68.0M
Voya Investment Management LLC 0.07% Reduce -23.7% 658,189 $66.2M
Caisse de depot et placement du Quebec 0.16% Add +95.7% 658,003 $66.2M
Russell Investments Group, Ltd. 0.10% Reduce -11.8% 623,751 $62.8M
Rhumbline Advisers 0.06% Reduce -0.2% 601,165 $60.4M
American Century Companies Inc. 0.04% Add +11.6% 593,589 $59.7M
Raymond James & Associates 0.04% Reduce -0.3% 582,544 $58.6M
Storebrand Asset Management As 0.19% Add +10.7% 573,293 $57.6M
Employees Retirement System of Texas 0.63% No change 569,000 $57.2M
Envestnet Asset Management Inc. 0.02% Add +7.8% 561,488 $56.5M
Janus Henderson Group PLC 0.03% Reduce -27.1% 547,322 $55.0M
Wells Fargo & Company 0.01% Add +6.5% 540,301 $54.3M
Swedbank AB 0.07% Add +0.0% 523,847 $52.7M
CANADA LIFE ASSURANCE Co 0.10% Add +9.5% 508,046 $51.1M
Ensign Peak Advisors, Inc 0.09% Reduce -7.3% 506,904 $51.0M
Teacher Retirement System of Texas 0.27% Add +3.2% 471,331 $47.4M
Allianz Asset Management GmbH 0.08% Add +65.5% 468,084 $47.1M
Macquarie Group Ltd. 0.05% Reduce -15.0% 458,424 $46.1M
California State Teachers Retirement System 0.06% Reduce -4.5% 458,072 $46.1M
Jane Street Group, LLC 0.05% Add +160.3% 448,893 $45.1M
National Pension Service 0.05% Reduce -2.6% 444,042 $44.6M
Wedge Capital Management L L P 0.77% Add +10.5% 430,770 $43.3M
Bank of Montreal 0.01% Add +1.9% 415,242 $43.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +11.3% 410,104 $41.2M
Zacks Investment Management 0.45% Add +8.8% 401,473 $40.4M
Retirement Systems of Alabama 0.16% Reduce -4.9% 400,968 $40.3M
State Board of Administration of Florida Retirement System 0.08% Reduce -6.9% 392,305 $39.4M
BNP Paribas Financial Markets 0.04% Reduce -15.6% 385,637 $38.8M
Deprince Race & Zollo Inc. 0.85% Reduce -1.2% 381,094 $38.3M
Schroder Investment Management Group 0.04% Reduce -28.8% 374,771 $37.7M
Alliancebernstein L.P. 0.01% Reduce -3.8% 370,272 $37.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +10.7% 368,126 $37.0M
Pictet Asset Management Holding SA 0.04% Reduce -7.9% 357,328 $35.9M
Manufacturers Life Insurance Company, The 0.03% Add +1.5% 357,259 $35.9M
Ceredex Value Advisors LLC 0.66% Add +5.3% 347,700 $35.1M
Principal Financial Group Inc. 0.02% Reduce -2.6% 347,268 $34.9M
Jacobs Levy Equity Management, Inc. 0.14% Add +18.3% 342,566 $34.4M
New York State Teachers Retirement System 0.07% Reduce -4.1% 334,711 $33.7M
TD Asset Management Inc 0.03% Add +57.4% 315,291 $31.7M
Lazard Asset Management LLC 0.04% Add +12.5% 308,016 $31.0M
Citigroup Inc. 0.03% Add +38.8% 304,283 $30.6M
Pinebridge Investments, L.P. 0.25% Add +198.2% 302,985 $30.5M
Lighthouse Investment Partners, LLC 1.68% Add +237.1% 299,364 $30.1M
Danske Bank A/S 0.11% Reduce -50.3% 297,929 $30.0M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -19.3% 290,077 $29.2M
New York State Common Retirement Fund 0.04% Add +0.7% 280,039 $28.2M
Korea Investment CORP 0.07% Add +36.3% 274,541 $27.6M
Aviva PLC 0.08% Add +25.0% 269,696 $27.1M
Bridgewater Associates 0.14% Add +15.6% 268,392 $27.0M
Susquehanna Portfolio Strategies, LLC 1.10% No change 265,992 $26.7M
Citadel Advisors 0.03% Add +357.8% 265,069 $26.7M
Stifel Financial Corp. 0.03% Reduce -3.2% 258,359 $26.0M
AustralianSuper Pty Ltd 0.15% Add +4.8% 257,767 $25.9M
Achmea Investment Management B.V. 0.42% Add +168.8% 235,392 $23.7M
Federated Hermes, Inc. 0.06% Reduce -1.8% 234,338 $23.6M
Canada Pension Plan Investment Board 0.02% Add +17.8% 229,707 $23.1M
Prudential Financial Inc. 0.03% Reduce -12.9% 227,409 $22.9M
DNB Asset Management AS 0.11% Reduce -5.8% 227,018 $22.8M
BI Asset Management Fondsmaeglerselskab A/S 0.37% Add +1046.8% 225,452 $22.7M
Millennium Management 0.02% Add +10.2% 224,933 $22.6M
Skandinaviska Enskilda Banken AB (publ) 0.11% Add +27.6% 221,896 $22.3M
Sei Investments Co. 0.03% Reduce -5.7% 216,156 $21.7M
RiverFront Investment Group, LLC 0.58% Add +127.6% 215,832 $21.7M
Brandywine Global Investment Management, LLC 0.16% Add +24.7% 214,870 $21.6M
Mercer Global Advisors Inc. 0.06% Add +5.9% 213,264 $21.4M
Vest Financial, LLC 0.51% Add +20.5% 213,231 $21.4M
Eastern Bank 0.86% Reduce -14.6% 210,718 $21.2M
Foundry Partners, LLC 1.14% Reduce -10.9% 210,621 $21.2M
Neuberger Berman Group LLC 0.02% Add +1.2% 208,148 $20.9M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -38.4% 205,000 $20.6M
State of Wisconsin Investment Board 0.05% Add +11.1% 203,491 $20.5M
D. E. Shaw & Co. 0.03% Add +26.4% 202,713 $20.4M
Martingale Asset Management L P 0.44% Reduce -26.2% 202,260 $20.3M
Royal London Asset Management Ltd. 0.05% Add +58.0% 198,705 $20.0M
QRG Capital Management, Inc. 0.23% Add +3.2% 194,643 $19.6M
AMF Tjanstepension AB 0.14% Add +129.2% 185,781 $18.7M
Natixis Advisors, LLC 0.04% Reduce -49.1% 182,755 $18.4M
GMO 0.06% Add +11.7% 181,818 $18.3M
LPL Financial LLC 0.01% Add +32.3% 178,657 $18.0M
Assenagon Asset Management S.A. 0.04% Add +222.7% 173,757 $17.5M
Cohen Klingenstein LLC 0.62% Reduce -0.8% 169,933 $17.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -35.6% 168,852 $17.0M
Illinois Municipal Retirement Fund 0.26% Reduce -6.0% 167,848 $16.9M
M&G PLC 0.11% Reduce -21.5% 165,499 $16.7M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -2.3% 162,080 $16.3M
Public Employees Retirement System of Ohio 0.06% Reduce -2.6% 158,523 $15.9M
Lockheed Martin Investment Management Co. 0.91% Reduce -3.5% 156,140 $15.7M
Toronto Dominion Bank 0.02% Reduce -17.2% 146,151 $14.7M
DekaBank Deutsche Girozentrale 0.03% Reduce -2.7% 140,508 $14.5M
Aberdeen Group plc 0.03% Reduce -9.5% 142,470 $14.3M
Natixis 0.09% Reduce -23.0% 141,576 $14.2M
Andra AP-fonden 0.23% Add +9.3% 138,200 $13.9M
PNC Financial Services Group, Inc. 0.01% Add +1.9% 137,439 $13.8M
Janney Montgomery Scott LLC 0.04% Add +32.6% 137,394 $13.8M
State of Tennessee, Department of Treasury 0.05% Reduce -2.4% 134,813 $13.6M
US Bancorp \de 0.02% Reduce -0.8% 133,422 $13.4M
Daiichi Life Insurance Co., Ltd. 0.33% Add +733.9% 133,057 $13.4M
Treasurer of the State of North Carolina 0.06% Reduce -9.5% 132,815 $13.4M
Asset Management One Co., Ltd. 0.05% Add +0.6% 132,039 $13.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.8% 128,134 $12.9M
Globeflex Capital L P 1.34% Add +5.5% 128,013 $12.9M
Truist Financial Corp. 0.02% Add +0.6% 127,531 $12.8M
Glenmede Trust Co. NA 0.06% Reduce -0.5% 121,741 $12.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 121,570 $12.2M
Raymond James Financial Services Advisors, Inc. 0.02% Add +17.0% 120,991 $12.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Reduce -9.4% 119,065 $12.0M
Mn Services Vermogensbeheer B.V. 0.09% Reduce -2.8% 118,200 $11.9M
Susquehanna International Group, LLP 0.02% Reduce -6.3% 116,857 $11.7M
SG Americas Securities, LLC 0.07% Add +647.5% 114,210 $11.5M
State of New Jersey Common Pension Fund D 0.05% Reduce -32.4% 112,337 $11.3M
Forsta Ap-Fonden 0.10% Add +11.1% 111,000 $11.2M
Alaska Permanent Fund Corp 0.16% Reduce -7.8% 99,747 $11.1M
Manning & Napier Advisors LLC 0.12% — 110,009 $11.1M
Guardian Capital LP 0.41% Reduce -0.6% 109,215 $11.0M
Los Angeles Capital Management LLC 0.04% Add +386.5% 107,933 $10.9M
Foster & Motley Inc. 0.74% Add +0.6% 107,630 $10.8M
Clear Harbor Asset Management, LLC 0.95% Reduce -3.7% 107,549 $10.8M
Intech Investment Management LLC 0.13% Reduce -20.0% 105,016 $10.6M
Mackenzie Financial Corp. 0.02% Reduce -13.7% 104,724 $10.5M
Rafferty Asset Management, LLC 0.04% Reduce -0.9% 104,016 $10.5M
HighTower Advisors, LLC 0.02% Add +98.6% 103,784 $10.4M
National Bank of Canada 0.02% Add +15.0% 102,862 $10.3M
Hunter Perkins Capital Management, LLC 2.14% Reduce -2.7% 100,765 $10.2M
Gabelli Funds LLC 0.08% Reduce -7.9% 99,500 $10.0M
F/m Investments LLC 0.36% New 99,142 $10.0M
Commonwealth Equity Services, LLC 0.02% Add +4.2% 97,868 $9.8M
STRS Ohio 0.04% Reduce -1.8% 97,604 $9.8M
Comerica Bank 0.04% Add +10.6% 97,397 $9.8M
Prudential PLC 0.07% Add +28.1% 96,115 $9.7M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.11% — 96,064 $9.7M
Resona Asset Management Co.,Ltd. 0.06% Reduce -7.3% 94,210 $9.5M
Corient Private Wealth LP 0.02% Add +12.8% 91,026 $9.2M
First Financial Bank - Trust Division 0.90% Reduce -2.7% 90,431 $9.1M
PGGM Investments 0.13% Add +7.3% 90,225 $9.1M
Nisa Investment Advisors, LLC 0.06% Add +1.4% 87,606 $8.8M
Knights of Columbus Asset Advisors LLC 0.58% Reduce -18.6% 87,734 $8.8M
State of Michigan Retirement System 0.04% Reduce -1.6% 85,241 $8.6M
Nomura Asset Management Co. Ltd. 0.03% Reduce -0.1% 83,500 $8.4M
Handelsbanken Fonder AB 0.04% Add +14.0% 83,501 $8.4M
IFM Investors Pty Ltd 0.08% Add +0.2% 82,760 $8.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.68% Add +148.8% 82,439 $8.3M
Arizona State Retirement System 0.05% Reduce -1.3% 81,682 $8.2M
Mutual of America Capital Management LLC 0.09% Add +1.4% 81,577 $8.2M
Gotham Asset Management 0.11% Add +2.7% 81,367 $8.2M
Swiss Life Asset Management Ltd 0.10% Add +19.8% 80,963 $8.1M
Guggenheim Capital LLC 0.06% Reduce -20.8% 80,746 $8.1M
Philadelphia Financial Management of San Francisco, LLC 1.89% Add +100.8% 80,644 $8.1M
Lido Advisors, LLC 0.07% Add +2333.2% 79,687 $8.0M
MetLife Investment Management, LLC 0.05% Add +13.0% 78,903 $7.9M
Mount Lucas Management LP 2.80% Add +45.9% 78,481 $7.9M
Federation des caisses Desjardins du Quebec 0.04% Reduce -9.5% 77,973 $7.8M
ProShare Advisors LLC 0.02% Add +6.9% 77,705 $7.8M
Creative Planning 0.01% Add +9.6% 76,868 $7.7M
Corebridge Financial, Inc. 0.04% — 75,575 $7.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -34.3% 75,236 $7.6M
EDENTREE ASSET MANAGEMENT Ltd 2.39% Reduce -32.6% 75,180 $7.6M
Credit Agricole S A 0.05% Add +314.3% 75,116 $7.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +19.6% 72,992 $7.3M
AXA S.A. 0.02% Reduce -3.5% 70,249 $7.1M
Thrivent Financial for Lutherans 0.01% Add +6.9% 69,814 $7.0M
Osaic Holdings, Inc. 0.02% Add +24.9% 66,512 $6.7M
Investment Management Corp of Ontario 0.18% Add +3.0% 65,913 $6.6M
Carret Asset Management, LLC 0.77% Reduce -0.7% 65,349 $6.6M
State of Alaska, Department of Revenue 0.07% Reduce -15.0% 65,172 $6.6M
Ritholtz Wealth Management 0.22% Reduce -0.8% 65,083 $6.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -0.9% 64,963 $6.5M
USS Investment Management Ltd 0.05% Add +2.5% 64,442 $6.5M
Bokf, NA 0.11% Reduce -0.7% 62,130 $6.2M
Cerity Partners LLC 0.02% Add +1.8% 61,351 $6.2M
Amalgamated Bank 0.05% Reduce -18.3% 60,016 $6.0M
Benson Investment Management Company, Inc. 2.41% Reduce -0.7% 58,061 $5.8M
Crossmark Global Holdings, Inc. 0.11% Add +16.8% 57,614 $5.8M
Berger Financial Group, Inc 0.46% Reduce -1.3% 57,324 $5.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +58.6% 56,953 $5.7M
Cibc World Markets Corp. 0.04% Reduce -25.1% 56,746 $5.7M
Czech National Bank 0.06% Add +7.3% 56,359 $5.7M
Shelton Capital Management 0.15% Reduce -39.6% 55,979 $5.6M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -18.3% 55,329 $5.6M
Ethic Inc. 0.13% Add +7.2% 54,393 $5.5M
GHP Investment Advisors, Inc. 0.27% Add +11.1% 53,921 $5.4M
Woodley Farra Manion Portfolio Management Inc. 0.29% Reduce -1.3% 53,557 $5.4M
Gateway Investment Advisers LLC 0.06% Reduce -0.2% 53,522 $5.4M
Cetera Investment Advisers 0.01% Reduce -6.3% 51,997 $5.2M
Mariner, LLC 0.01% Add +1.6% 51,867 $5.2M
Vanguard Personalized Indexing Management, LLC 0.10% Add +10.8% 51,477 $5.2M
Monte Financial Group, LLC 2.28% Reduce -11.7% 51,346 $5.2M
Sienna Gestion 0.45% Add +1439.0% 50,896 $5.1M
Acadian Asset Management LLC 0.02% Reduce -3.9% 50,851 $5.1M
Yousif Capital Management, LLC 0.06% Add +18.4% 50,542 $5.1M
Public Sector Pension Investment Board 0.03% Add +5.8% 50,173 $5.0M
Candriam S.C.A. 0.03% Add +19.7% 50,109 $5.0M
Flputnam Investment Management Co. 0.09% Add +27.4% 48,994 $4.9M
Utah Retirement Systems 0.06% Reduce -4.5% 48,873 $4.9M
Northwest & Ethical Investments L.P. 0.14% No change 47,956 $4.8M
Tredje AP-fonden 0.05% Reduce -59.6% 47,680 $4.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -74.2% 45,995 $4.7M
Xponance LLC 0.05% Add +0.6% 46,526 $4.7M
Pacer Advisors, Inc. 0.01% Add +114.4% 44,870 $4.5M
New York Life Investment Management LLC 0.05% Reduce -0.1% 44,594 $4.5M
Schonfeld Strategic Advisors LLC 0.03% Reduce -54.3% 43,688 $4.4M
NewEdge Advisors, LLC 0.03% Add +14.2% 43,454 $4.4M
Kintegral Advisory, LLC 0.41% Add +3.5% 42,488 $4.3M
Tower Research Capital LLC (TRC) 0.07% Add +218.9% 41,795 $4.2M
Rockefeller Capital Management L.P. 0.01% Add +0.3% 41,044 $4.1M
Promethos Capital, LLC 1.56% Add +118.2% 40,929 $4.1M
CIBC Asset Management Inc 0.01% Reduce -7.5% 40,914 $4.1M
1832 Asset Management L.P. 0.01% Add +36.9% 40,363 $4.1M
Trustmark Bank Trust Department 0.32% Add +4.3% 40,225 $4.0M
Wealthfront Advisers LLC 0.01% Add +11.2% 39,887 $4.0M
First Citizens Bank & Trust Co. 0.08% Reduce -13.7% 39,823 $4.0M
New Vernon Investment Management LLC 5.18% Reduce -50.0% 39,682 $4.0M
BDF-Gestion 0.38% — 39,596 $4.0M
M&T Bank Corp 0.01% Add +6.7% 39,566 $4.0M
Cresset Asset Management, LLC 0.02% Add +23.3% 38,185 $3.9M
Pathstone Holdings, LLC 0.02% Reduce -1.3% 38,148 $3.8M
Impax Asset Management Group plc 0.01% Add +105.1% 36,489 $3.7M
Accurate Wealth Management, LLC 0.87% Reduce -2.2% 35,364 $3.6M
Fifth Third Bancorp 0.01% Add +6.3% 35,535 $3.6M
SteelPeak Wealth, LLC 0.17% Add +1.3% 35,073 $3.5M
Uncommon Cents Investing LLC 1.11% Reduce -1.1% 35,175 $3.5M
NFC Investments, LLC 1.01% No change 35,000 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +2.8% 34,902 $3.5M
Ostrum Asset Management 0.30% Reduce -27.4% 34,669 $3.5M
Cornercap Investment Counsel Inc. 0.57% Reduce -6.5% 34,508 $3.5M
Bank of Nova Scotia 0.01% Reduce -19.7% 34,391 $3.5M
Pitcairn Co. 0.21% Add +13.4% 34,256 $3.4M
Richard Bernstein Advisors LLC 0.08% No change 34,146 $3.4M
Continuum Advisory, LLC 0.49% Add +4.1% 34,105 $3.4M
Sustainable Insight Capital Management, LLC 1.72% Add +21.8% 34,100 $3.4M
Horizon Investment Services, LLC 1.56% Add +25.2% 32,959 $3.3M
Railway Pension Investments Ltd 0.04% No change 32,900 $3.3M
Wellington Management Group LLP 0.00% No change 32,866 $3.3M
Leuthold Group, LLC 0.38% Add +8.5% 32,770 $3.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Add +1.6% 32,586 $3.3M
Daiwa Securities Group Inc. 0.02% Reduce -16.7% 32,499 $3.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +4.7% 31,825 $3.2M
Stanley-Laman Group, Ltd. 0.42% Add +8.0% 31,734 $3.2M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.11% Reduce -49.8% 31,549 $3.2M
Fred Alger Management, LLC 0.02% No change 31,328 $3.1M
Signet Financial Management, LLC 0.42% Reduce -0.6% 31,145 $3.1M
Institute for Wealth Management, LLC. 0.41% Reduce -1.4% 30,238 $3.0M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.5% 30,003 $3.0M
Dean Investment Associates, LLC 0.41% Add +4.9% 28,826 $2.9M
Sanctuary Advisors, LLC 0.02% — 30,121 $2.9M
MML Investors Services, LLC 0.01% Reduce -7.5% 28,508 $2.9M
Laird Norton Wetherby Wealth Management, LLC 0.13% Add +10.1% 28,383 $2.9M
Advisors Asset Management, Inc. 0.05% Reduce -11.6% 27,818 $2.8M
Renaissance Technologies 0.00% New 27,400 $2.8M
Westpac Banking Corp. 0.21% Add +1312.7% 26,700 $2.7M
Walleye Capital LLC 0.03% Reduce -50.1% 26,514 $2.7M
Twin Tree Management, LP 0.08% Reduce -14.6% 25,967 $2.6M
Gulf International Bank (UK) Ltd 0.06% No change 25,528 $2.6M
Oregon Public Employees Retirement Fund 0.05% Reduce -0.5% 25,402 $2.6M
Kempner Capital Management Inc. 1.35% No change 25,365 $2.5M
Elo Mutual Pension Insurance Co 0.06% Reduce -8.4% 25,166 $2.5M
Twin Capital Management Inc. 0.30% Reduce -9.5% 25,151 $2.5M
Savant Capital, LLC 0.03% Add +0.7% 25,140 $2.5M
Strategic Global Advisors, LLC 0.53% Add +2.3% 25,113 $2.5M
Summit Place Financial Advisors, LLC 1.47% Add +4.0% 24,760 $2.5M
Ballentine Partners, LLC 0.05% Add +8.0% 24,349 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.7% 24,292 $2.4M
UniSuper Management Pty Ltd 0.02% Add +78.5% 23,922 $2.4M
Kingsview Wealth Management, LLC 0.06% Add +12.1% 23,675 $2.4M
Maryland State Retirement & Pension System 0.04% No change 23,251 $2.3M
Agf Management Ltd. 0.01% Reduce -3.8% 23,080 $2.3M
Harvest Investment Advisors, LLC 1.71% Reduce -4.6% 23,032 $2.3M
Knollwood Investment Advisory, LLC 0.26% Add +664.2% 22,926 $2.3M
Mizuho Securities USA LLC 0.05% New 22,800 $2.3M
Silvercrest Asset Management Group LLC 0.02% Reduce -1.3% 22,687 $2.3M
Kentucky Retirement Systems 0.06% Reduce -1.7% 22,287 $2.2M
Baird Financial Group, Inc. 0.00% Reduce -29.5% 22,200 $2.2M
Greenleaf Trust 0.02% Add +0.8% 22,184 $2.2M
iA Global Asset Management Inc. 0.04% Reduce -3.4% 21,918 $2.2M
Metis Global Partners, LLC 0.08% Add +2.0% 21,753 $2.2M
MAI Capital Management 0.02% Reduce -2.3% 21,706 $2.2M
Brown Advisory Inc. 0.00% Add +0.8% 21,540 $2.2M
MBB Public Markets I LLC 0.04% Add +877.5% 20,830 $2.1M
Intrust Bank NA 0.22% Reduce -0.5% 20,538 $2.1M
Kestra Advisory Services, LLC 0.01% Add +8.2% 20,727 $2.0M
Park Avenue Securities LLC 0.02% Reduce -14.1% 19,717 $2.0M
Bailard, Inc. 0.05% Add +0.5% 19,378 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.3% 19,305 $1.9M
Jump Financial, LLC 0.04% Add +151.0% 19,254 $1.9M
D.A. Davidson & Co. 0.02% Add +2.3% 19,048 $1.9M
Stephens Inc. 0.03% Reduce -1.8% 19,029 $1.9M
Atlantic Union Bankshares Corp 0.12% No change 19,000 $1.9M
Captrust Financial Advisors 0.01% Reduce -56.3% 18,917 $1.9M
Moody Aldrich Partners LLC 0.36% No change 18,494 $1.9M
Plato Investment Management Ltd 0.17% Add +2.8% 18,458 $1.9M
Ascent Group, LLC 0.15% Reduce -4.1% 18,003 $1.8M
Verdence Capital Advisors LLC 0.16% Add +1.9% 17,987 $1.8M
Cunning Capital Partners, LP 1.00% No change 17,800 $1.8M
Parallax Volatility Advisers, L.P. 0.05% New 17,783 $1.8M
Two Sigma Securities, LLC 0.08% Add +319.1% 17,756 $1.8M
Yarbrough Capital, LLC 0.07% No change 17,690 $1.8M
Aviso Financial Inc. 0.10% — 17,530 $1.8M
Banque Cantonale Vaudoise 0.07% Add +3.2% 17,260 $1.7M
B. Riley Wealth Advisors, Inc. 0.04% Add +1.1% 17,004 $1.7M
Securian Asset Management, Inc. 0.05% Reduce -3.3% 17,006 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -4.0% 16,700 $1.7M
Hancock Whitney Corp. 0.06% Reduce -0.5% 16,687 $1.7M
Parallel Advisors, LLC 0.04% Add +4.5% 16,657 $1.7M
USA Financial Formulas 0.27% Reduce -12.5% 16,568 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +262.2% 16,454 $1.7M
Passumpsic Savings Bank 1.17% Reduce -31.1% 16,290 $1.6M
Ossiam 0.03% Reduce -25.1% 15,957 $1.6M
American State Bank (Iowa) 1.02% Reduce -0.2% 15,811 $1.6M
Quantinno Capital Management LP 0.03% Add +27.9% 15,410 $1.5M
Bessemer Group Inc. 0.00% Add +1.3% 15,354 $1.5M
New Mexico Educational Retirement Board 0.05% No change 15,191 $1.5M
Private Advisor Group, LLC 0.01% Reduce -8.4% 15,107 $1.5M
Trivium Point Advisory, LLC 0.22% Add +27.7% 15,006 $1.5M
Raymond James Trust N.A. 0.04% Add +0.3% 14,986 $1.5M
Insight Wealth Strategies, LLC 0.21% Add +0.9% 14,906 $1.5M
Prossimo Advisors, LLC 1.34% New 14,745 $1.5M
Pensionfund Sabic 0.44% No change 14,700 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -9.4% 14,668 $1.5M
Redwood Investment Management, LLC 0.13% Reduce -6.0% 14,017 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -2.2% 14,601 $1.5M
Easterly Investment Partners LLC 0.13% Reduce -30.2% 14,591 $1.5M
Advisory Services Network, LLC 0.03% Add +6.7% 14,188 $1.4M
Keybank National Association 0.01% Reduce -3.2% 14,089 $1.4M
Cwm, LLC 0.01% Add +13.9% 13,942 $1.4M
Thoroughbred Financial Services, LLC 0.09% Add +62.0% 13,883 $1.4M
Atria Investments, Inc 0.02% Add +5.3% 13,566 $1.4M
OneDigital Investment Advisors LLC 0.02% Add +6.0% 13,323 $1.3M
NorthCrest Asset Manangement, LLC 0.04% Reduce -1.5% 13,181 $1.3M
Empowered Funds, LLC 0.02% Add +8.1% 13,176 $1.3M
E. Ohman J:or Asset Management AB 0.03% No change 13,100 $1.3M
Verdad Advisers, LP 1.50% Add +101.7% 12,924 $1.3M
Rakuten Investment Management, Inc. 0.01% Add +56.8% 12,615 $1.3M
Wbi Investments, LLC 0.31% New 12,865 $1.3M
Icon Advisers Inc. 0.30% No change 12,900 $1.3M
Virtu Financial LLC 0.09% Reduce -53.0% 12,719 $1.3M
Connecticut Wealth Management, LLC 0.06% Add +35.1% 12,417 $1.2M
Vinva Investment Management Ltd 0.06% Add +0.3% 12,022 $1.2M
Rehmann Capital Advisory Group 0.09% Reduce -5.1% 12,118 $1.2M
Fox Run Management, L.L.C. 0.22% New 11,803 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -1.4% 11,727 $1.2M
Lombard Odier Asset Management (Switzerland) SA 0.12% Reduce -23.4% 11,674 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -7.9% 11,589 $1.2M
Orion Portfolio Solutions, LLC 0.01% Reduce -7.9% 11,589 $1.2M
Cibc World Market Inc. 0.00% Reduce -3.7% 11,422 $1.1M
Lifestyle Asset Management, Inc. 0.66% Reduce -11.1% 11,376 $1.1M
Jefferies Financial Group Inc. 0.02% Reduce -48.1% 11,360 $1.1M
South Dakota Investment Council 0.02% Reduce -0.1% 11,344 $1.1M
Allworth Financial LP 0.01% Reduce -0.8% 11,284 $1.1M
Commerce Bank 0.01% Reduce -0.4% 11,243 $1.1M
XTX Topco Ltd 0.10% New 11,072 $1.1M
LBP Am SA 0.04% Reduce -74.4% 10,774 $1.1M
GeoWealth Management, LLC 0.05% Add +4.5% 10,750 $1.1M
Unigestion Holding SA 0.06% Reduce -91.6% 13,432 $1.1M
Empirical Finance, LLC 0.07% Reduce -8.9% 10,595 $1.1M
CI Investments Inc. 0.00% Add +49.9% 10,578 $1.1M
Norinchukin Bank, The 0.03% Add +2.7% 10,558 $1.1M
Meiji Yasuda Life Insurance Co 0.02% Reduce -22.7% 10,505 $1.1M
Praxis Investment Management Inc. 0.07% No change 10,830 $1.0M
Mission Wealth Management, LP 0.03% Add +2.7% 10,426 $1.0M
OMERS ADMINISTRATION Corp 0.01% New 10,418 $1.0M
Ontario Teachers Pension Plan Board 0.01% Reduce -59.7% 10,370 $1.0M
Vontobel Holding Ltd. 0.00% Reduce -7.7% 10,360 $1.0M
Burney Co./ 0.04% Reduce -10.6% 10,315 $1.0M
Tidal Investments LLC 0.01% Reduce -46.2% 10,274 $1.0M
Qtron Investments LLC 0.15% Reduce -12.8% 10,181 $1.0M
Guidance Capital, Inc. 0.33% Add +8.1% 9,072 $1.0M
NEOS Investment Management LLC 0.04% Add +42.6% 10,004 $1.0M
NJ State Employees Deferred Compensation Plan 0.13% No change 10,000 $1.0M
Nicholas Hoffman & Company, LLC. 0.05% Add +0.0% 9,983 $1.0M
Huntington National Bank 0.01% Reduce -0.3% 9,981 $1.0M
Erste Asset Management GmbH 0.01% No change 9,700 $997K
Argent Trust Co 0.04% Reduce -7.7% 9,750 $980K
Moors & Cabot, Inc. 0.05% No change 9,690 $974K
Synovus Financial Corp. 0.01% Add +0.0% 9,645 $970K
First National Bank of Mount Dora, Trust Investment Services 0.23% Reduce -4.8% 9,605 $966K
Symmetry Partners, LLC 0.05% No change 9,603 $965K
Regions Financial Corp. 0.01% Reduce -1.2% 9,549 $960K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -3.2% 9,539 $959K
Ramirez Asset Management, Inc. 0.19% No change 9,420 $947K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.6% 9,412 $946K
Buckingham Strategic Wealth, LLC 0.01% Reduce -0.0% 9,359 $941K
Prudent Man Advisors, LLC 0.33% Add +4.3% 9,325 $938K
Castlekeep Investment Advisors LLC 0.70% Add +4.4% 9,037 $909K
SVB Wealth LLC 0.02% Reduce -7.9% 8,998 $905K
Inceptionr LLC 0.26% New 8,992 $904K
First Trust Direct Indexing L.P. 0.06% Add +48.1% 8,951 $900K
FCG Investment Co 0.67% Add +3.9% 8,799 $885K
Brown Brothers Harriman & Co. 0.01% Add +3770.8% 8,477 $852K
My Legacy Advisors, LLC 0.27% Reduce -3.5% 8,456 $850K
Freedom Investment Management, Inc. 0.07% Add +16.5% 8,393 $844K
Bank of Hawaii 0.04% Reduce -6.0% 8,359 $840K
Virtus Advisers, LLC 0.41% New 8,329 $837K
Ieq Capital, LLC 0.01% Add +13.4% 8,240 $828K
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.1% 8,103 $815K
Simplicity Wealth,LLC 0.02% Reduce -1.1% 8,046 $809K
Squarepoint Ops LLC 0.00% Reduce -95.3% 8,015 $806K
Mark Sheptoff Financial Planning, LLC 0.45% No change 7,960 $800K
TFB Advisors LLC 0.26% Add +1.0% 7,918 $796K
Centiva Capital, LP 0.04% New 7,882 $792K
CFO4Life Group, LLC 0.15% Add +4.5% 7,800 $784K
NewEdge Wealth, LLC 0.02% Reduce -3.4% 7,713 $775K
GAMMA Investing LLC 0.10% Add +29.7% 7,599 $764K
HBK Sorce Advisory LLC 0.03% Add +9.9% 7,584 $762K
Siemens Fonds Invest GmbH 0.06% Reduce -0.5% 7,493 $753K
Baader Bank Aktiengesellschaft 0.06% Add +3.3% 7,438 $743K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +7.2% 7,382 $742K
Mount Vernon Associates Inc. 0.66% No change 7,384 $742K
Citizens Financial Group Inc. 0.02% Add +39.6% 7,288 $736K
Blair William & Co. 0.00% Add +17.6% 7,310 $735K
iSAM Funds (UK) Ltd 0.55% New 7,245 $728K
Zions Bancorporation, N.A. 0.06% Reduce -41.5% 7,230 $727K
Legacy Capital Wealth Partners, LLC 0.18% New 7,148 $719K
Groupama Asset Managment 0.01% New 14,188 $716K
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.0% 7,117 $715K
Transatlantique Private Wealth LLC 0.28% Reduce -0.8% 7,081 $689K
V-Square Quantitative Management LLC 0.11% Reduce -17.4% 6,777 $681K
Systematic Financial Management LP 0.02% No change 6,775 $681K
Advus Financial Partners, LLC 0.21% No change 6,767 $680K
Fuller & Thaler Asset Management, Inc. 0.00% Add +151.8% 6,735 $677K
Integrated Wealth Concepts LLC 0.01% Add +2.2% 6,717 $675K
McElhenny Sheffield Capital Management, LLC 0.23% Reduce -10.2% 6,603 $664K
Griffin Asset Management, Inc. 0.08% New 6,600 $664K
CIBC Private Wealth Group LLC 0.00% Add +22.6% 6,675 $662K
Vident Advisory, LLC 0.02% Add +13.5% 6,351 $639K
Johnson Investment Counsel Inc. 0.01% Reduce -1.3% 6,275 $631K
Oak Associates Ltd. 0.04% No change 6,273 $631K
Applied Finance Capital Management, LLC 0.03% New 6,246 $628K
Kathmere Capital Management, LLC 0.07% Reduce -0.9% 6,223 $626K
Monetary Management Group Inc. 0.16% No change 6,175 $621K
Vestcor Inc 0.02% No change 6,156 $619K
Signaturefd, LLC 0.01% Add +6.2% 6,132 $617K
Beacon Pointe Advisors, LLC 0.01% Reduce -5.1% 6,122 $616K
Coldstream Capital Management Inc. 0.01% Reduce -0.7% 6,120 $615K
BOK Financial Private Wealth, Inc. 0.04% No change 6,085 $615K
Csenge Advisory Group 0.03% Reduce -2.1% 6,050 $608K
Abn Amro Investment Solutions 0.01% New 6,020 $605K
Wedbush Securities Inc. 0.02% Add +7.8% 5,990 $602K
Independent Advisor Alliance 0.02% Add +16.9% 5,940 $597K
Choreo, LLC 0.01% New 5,939 $594K
Townsquare Capital LLC 0.01% Add +13.7% 5,898 $593K
Sequoia Financial Advisors, LLC 0.01% Add +9.6% 5,893 $593K
Dynasty Wealth Management, LLC 0.02% Reduce -5.7% 5,881 $591K
Harbor Capital Advisors, Inc. 0.04% Add +0.3% 5,883 $591K
Proficio Capital Partners LLC 0.06% Reduce -0.0% 5,827 $586K
Hantz Financial Services, Inc. 0.01% Reduce -14.5% 5,775 $581K
Visionary Horizons, LLC 0.41% Reduce -2.9% 5,604 $563K
Aviance Capital Partners, LLC 0.08% Add +0.0% 5,601 $563K
CX Institutional 0.03% Add +84.1% 5,555 $558K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.4% 5,500 $556K
Meeder Advisory Services, Inc. 0.04% Add +21.9% 5,517 $555K
Forum Financial Management, LP 0.01% Add +0.3% 5,474 $550K
Natixis Investment Managers International 0.04% Reduce -3.1% 5,465 $549K
Paloma Partners Management Co 0.06% Reduce -87.4% 5,464 $549K
Vaughan Nelson Investment Management, L.P. 0.01% Reduce -3.1% 5,465 $549K
SageView Advisory Group, LLC 0.03% New 5,317 $535K
Seeds Investor LLC 0.27% Reduce -5.3% 5,272 $530K
DoubleLine ETF Adviser LP 0.14% Reduce -4.4% 5,197 $523K
Bayesian Capital Management, LP 0.06% New 5,158 $519K
NTV Asset Management LLC 0.07% No change 5,131 $516K
BayBridge Capital Group, LLC 0.40% Add +1.2% 5,127 $516K
EHP Funds Inc. 0.25% Reduce -8.9% 5,100 $513K
&partners 0.02% Add +119.4% 5,083 $511K
Capstone Investment Advisors, LLC 0.02% Add +8.1% 5,061 $509K
DGS Capital Management, LLC 0.14% Add +24.4% 5,031 $506K
Karpas Strategies, LLC 0.16% No change 5,000 $503K
Meyer Handelman Co. 0.02% No change 4,998 $502K
Bleakley Financial Group, LLC 0.01% Reduce -2.0% 4,961 $499K
Frisch Financial Group, Inc. 0.15% Add +0.5% 4,833 $486K
Ibex Wealth Advisors 0.08% Reduce -22.2% 4,815 $484K
Welch & Forbes LLC 0.01% No change 4,799 $479K
UMB Bank, n.a. 0.01% Reduce -5.6% 4,717 $474K
Brave Asset Management Inc. 0.12% No change 4,687 $471K
Horizon Investments, LLC 0.01% Reduce -0.4% 4,665 $469K
AlphaCentric Advisors LLC 0.34% Add +99.6% 4,653 $468K
TD Private Client Wealth LLC 0.01% Add +3.7% 4,620 $464K
AdvisorShares Investments LLC 0.08% Reduce -9.0% 4,640 $463K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -1.7% 4,606 $463K
Westover Capital Advisors, LLC 0.12% Add +15.5% 4,561 $459K
Sherbrooke Park Advisers LLC 0.08% Reduce -20.7% 4,522 $455K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -0.2% 4,520 $455K
Tectonic Advisors LLC 0.03% Add +3.5% 4,452 $448K
Pacific Global Investment Management Co. 0.08% Reduce -3.8% 4,445 $447K
LVW Advisors, LLC 0.07% Reduce -11.9% 4,400 $442K
Gryphon Financial Partners LLC 0.07% Reduce -0.6% 4,395 $442K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -18.9% 4,384 $441K
Cambria Investment Management, L.P. 0.03% Reduce -20.3% 4,310 $433K
Profund Advisors LLC 0.02% Reduce -3.2% 4,302 $433K
Nomura Holdings Inc. 0.00% Add +79.7% 4,282 $431K
OmniStar Financial Group, Inc. 0.39% Reduce -46.1% 4,273 $430K
Lake Street Advisors Group, LLC 0.02% Reduce -1.0% 4,232 $427K
Lane & Associates LLC 0.25% Add +1.5% 4,237 $426K
Compound Planning, Inc. 0.03% Add +9.7% 4,190 $421K
HB Wealth Management, LLC 0.00% Add +34.0% 4,175 $420K
Quantum Portfolio Management LLC 0.24% New 4,149 $417K
Janiczek Wealth Management, LLC 0.09% Reduce -16.8% 4,099 $412K
Geneos Wealth Management Inc. 0.02% Add +2.3% 4,082 $410K
Prime Capital Investment Advisors, LLC 0.01% Reduce -18.9% 4,082 $410K
Empirical Asset Management, LLC 0.15% New 4,063 $408K
Belpointe Asset Management LLC 0.03% Reduce -2.4% 4,036 $406K
Apollon Wealth Management, LLC 0.01% Reduce -7.8% 4,027 $405K
Wedmont Private Capital 0.03% Add +8.5% 3,978 $405K
Merit Financial Group, LLC 0.01% Reduce -7.2% 4,014 $404K
MTM Investment Management, LLC 0.16% No change 3,955 $398K
Graypoint LLC 0.03% Add +6.0% 3,918 $394K
GAMCO Investors 0.00% Reduce -4.9% 3,900 $392K
Mgo One Seven LLC 0.02% New 3,871 $389K
Evergreen Capital Management LLC 0.01% Add +24.4% 3,853 $389K
Quadrant Capital Group LLC 0.03% Add +13.1% 3,843 $386K
Stonegate Investment Group, LLC 0.01% No change 3,830 $385K
Fifth Third Wealth Advisors LLC 0.03% New 3,829 $385K
WASHINGTON TRUST Co 0.01% Add +0.0% 3,811 $383K
Jackson Creek Investment Advisors LLC 0.14% Reduce -52.4% 3,798 $382K
Foundations Investment Advisors, LLC 0.01% Add +0.1% 3,796 $382K
Advisors Capital Management, LLC 0.01% Reduce -9.1% 3,790 $381K
Exencial Wealth Advisors, LLC 0.01% Reduce -12.2% 3,747 $377K
Quantitative Investment Management, LLC 0.04% New 3,710 $373K
Diversified Trust Co. 0.01% Reduce -59.7% 3,687 $371K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.1% 3,311 $371K
Venture Visionary Partners LLC 0.02% Add +14.2% 3,684 $370K
Trust Asset Management LLC 0.03% No change 3,657 $368K
Hamilton Capital Partners Inc. 0.04% Reduce -31.8% 3,650 $367K
Angeles Investment Advisors, LLC 0.02% Reduce -22.2% 3,606 $363K
State of Wyoming 0.06% Reduce -29.5% 3,605 $362K
Naviter Wealth, LLC 0.05% No change 3,584 $362K
Clark Capital Management Group, Inc. 0.00% Add +21.7% 3,601 $362K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -4.1% 3,583 $360K
Weil Company, Inc. 0.13% No change 3,572 $359K
Dynamic Advisor Solutions LLC 0.01% Reduce -19.8% 3,533 $355K
Alps Advisors Inc. 0.00% Reduce -0.5% 3,523 $354K
Palisades Hudson Asset Management, L.P. 0.16% No change 3,523 $354K
Wealth Alliance, LLC 0.05% Add +14.5% 3,500 $352K
Whittier Trust Co. 0.01% Add +4.3% 3,475 $349K
Horan Capital Advisors, LLC. 0.12% No change 3,473 $349K
Aries Wealth Management 0.11% Add +0.3% 3,465 $348K
Relyea Zuckerberg Hanson LLC 0.06% Add +0.2% 3,458 $348K
Grey Ledge Advisors, LLC 0.09% No change 3,422 $344K
Aptus Capital Advisors, LLC 0.01% Add +10.8% 3,415 $343K
Moneta Group Investment Advisors LLC 0.01% Add +5.3% 3,409 $343K
GTS Securities LLC 0.01% Reduce -70.5% 3,404 $342K
Boston Trust Walden Corp 0.00% Reduce -22.3% 3,400 $342K
Fortem Financial Group, LLC 0.15% Reduce -4.9% 3,369 $339K
Personal Cfo Solutions, LLC 0.05% Reduce -3.8% 3,362 $338K
Fort Pitt Capital Group, LLC 0.01% Reduce -1.2% 3,347 $336K
Interchange Capital Partners, LLC 0.12% New 3,340 $336K
Summit Trail Advisors, LLC 0.01% Add +18.1% 3,323 $336K
Sugarloaf Wealth Management, LLC 0.06% No change 3,317 $333K
Lindbrook Capital, LLC 0.03% Add +1.9% 3,313 $333K
Pallas Capital Advisors LLC 0.01% Add +26.8% 3,152 $331K
Camelot Portfolios, LLC 0.19% New 3,288 $331K
D'Orazio & Associates, Inc. 0.05% Add +5.8% 3,272 $329K
Blue Trust, Inc. 0.00% Add +43.5% 3,188 $329K
Florida Trust Wealth Management Co 0.01% No change 3,265 $328K
Nilsine Partners, LLC 0.04% Add +2.0% 3,259 $328K
Integrated Advisors Network LLC 0.02% Add +30.5% 3,250 $327K
Verition Fund Management LLC 0.00% Reduce -94.7% 3,244 $326K
HUB Investment Partners, LLC 0.02% Add +6.2% 3,244 $326K
Steph & Co. 0.11% Reduce -13.9% 3,229 $325K
Perigon Wealth Management, LLC 0.01% Reduce -4.8% 3,210 $323K
St Germain D J Co. Inc. 0.02% Reduce -3.0% 3,206 $322K
Horan Securities, Inc. 0.14% No change 3,200 $322K
Avior Wealth Management, LLC 0.01% Reduce -24.1% 3,188 $321K
Oak Thistle LLC 0.24% New 3,181 $320K
Catalyst Financial Partners LLC 0.07% Reduce -13.1% 3,167 $318K
Epoch Investment Partners, Inc. 0.00% No change 3,164 $318K
Realta Investment Advisors 0.06% Reduce -6.3% 3,140 $316K
Edgestream Partners, L.P. 0.02% Add +32.2% 3,134 $315K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.9% 3,112 $313K
Cigna Investments Inc. 0.06% Reduce -1.5% 3,095 $311K
Financial Engines Advisors L.L.C. 0.00% New 3,064 $309K
Wetzel Investment Advisors, Inc. 0.18% No change 3,000 $309K
HM Payson & Co. 0.01% No change 3,069 $309K
Wealthcare Advisory Partners LLC 0.01% Add +14.9% 3,061 $308K
Tompkins Financial Corp. 0.03% No change 3,048 $306K
Harvest Fund Management Co., Ltd 0.02% Reduce -33.2% 3,046 $306K
Bank of New Hampshire 0.08% No change 3,043 $306K
Cidel Asset Management Inc. 0.02% No change 3,035 $305K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 3,000 $302K
Heritage Investors Management Corp. 0.01% No change 3,002 $302K
Ransom Advisory, Ltd 0.15% No change 3,000 $302K
Goldstein Advisors, LLC 0.05% No change 3,000 $302K
DAVENPORT & Co LLC 0.00% Add +23.1% 2,983 $300K
Rossmore Private Capital 0.04% No change 2,975 $299K
Spire Wealth Management 0.01% Add +41.4% 2,963 $298K
Vista Investment Management 0.12% Reduce -6.5% 2,949 $296K
NorthRock Partners, LLC 0.01% Add +12.7% 2,936 $296K
Burke & Herbert Bank & Trust Co. 0.07% New 2,945 $296K
New Wave Wealth Advisors LLC 0.16% — 2,905 $292K
Summit Global Investments 0.02% Reduce -69.9% 2,901 $292K
HighPoint Advisor Group LLC 0.02% Reduce -1.8% 2,613 $292K
United Asset Strategies, Inc. 0.03% Reduce -1.1% 2,899 $291K
Farther Finance Advisors, LLC 0.01% Add +110.1% 2,912 $291K
Atlas Capital Advisors Inc. 0.04% Add +2381.0% 2,878 $289K
MCF Advisors LLC 0.02% Reduce -10.8% 2,862 $289K
IVC Wealth Advisors LLC 0.16% Add +0.1% 2,864 $288K
Kowal Investment Group, LLC 0.06% Add +17.4% 2,845 $286K
NDVR, Inc. 0.29% Reduce -3.4% 2,811 $283K
SeaCrest Wealth Management, LLC 0.03% Add +3.6% 2,762 $278K
Black Swift Group, LLC 0.06% New 2,750 $276K
High Probability Advisors, LLC 0.05% No change 2,750 $276K
Prospera Financial Services Inc 0.01% Add +5.4% 2,733 $275K
Bluesphere Advisors LLC 0.14% No change 2,708 $272K
Syon Capital LLC 0.03% Add +1.6% 2,701 $272K
Wayfinding Financial, LLC 0.15% Add +0.6% 2,677 $270K
Snowden Capital Advisors LLC 0.01% Reduce -7.5% 2,658 $268K
Avantax Planning Partners, Inc. 0.01% Reduce -6.9% 2,664 $268K
YHB Investment Advisors, Inc. 0.02% Reduce -3.6% 2,649 $266K
EverSource Wealth Advisors, LLC 0.02% Add +407.4% 2,400 $266K
CreativeOne Wealth, LLC 0.01% Reduce -1.9% 2,645 $266K
NorthCoast Asset Management LLC 0.00% New 2,638 $266K
Sterling Investment Counsel, LLC 0.10% Reduce -9.9% 2,635 $265K
Summit Financial, LLC 0.01% Reduce -7.0% 2,616 $264K
McCarthy & Cox 0.10% No change 2,600 $261K
Peoples Bank 0.14% No change 2,599 $261K
Great Waters Wealth Management 0.04% Add +0.1% 2,595 $261K
Affinity Investment Advisors, LLC 0.20% Reduce -13.7% 2,588 $260K
Geller Advisors LLC 0.02% Reduce -0.1% 2,572 $260K
Boothbay Fund Management, LLC 0.01% New 2,581 $259K
Old National Bancorp 0.01% New 2,553 $257K
Kestra Private Wealth Services, LLC 0.01% Add +2.7% 2,542 $256K
GW Henssler & Associates Ltd. 0.02% Reduce -1.7% 2,540 $255K
McGlone Suttner Wealth Management, Inc. 0.05% Reduce -27.5% 3,165 $254K
Patrick M Sweeney & Associates, Inc. 0.21% No change 2,525 $254K
EP Wealth Advisors, LLC 0.00% New 2,519 $253K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 2,518 $253K
Pinnacle Associates Ltd. 0.00% Add +0.3% 2,518 $253K
Virtus Investment Advisers, LLC 0.23% Reduce -4.8% 2,512 $253K
PFG Investments, LLC 0.02% Add +6.4% 2,493 $251K
Frank, Rimerman Advisors LLC 0.02% Add +3754.7% 2,467 $248K
Kenora Financial, LLC 0.10% No change 2,460 $247K
Chicago Partners Investment Group LLC 0.01% Reduce -0.7% 2,194 $245K
American Investment Services, Inc. 0.04% No change 2,423 $244K
Charter Oak Capital Management, LLC 0.03% Reduce -2.0% 2,417 $243K
Denali Advisors LLC 0.07% Add +374.8% 2,412 $243K
First Horizon Advisors, Inc. 0.01% Reduce -3.6% 2,409 $242K
Brooklyn Investment Group 0.10% No change 2,350 $241K
Catalina Capital Group, LLC 0.09% Add +2.5% 2,386 $240K
Great Valley Advisor Group, Inc. 0.01% Reduce -23.8% 2,375 $238K
Verum Partners LLC 0.08% Add +0.3% 2,369 $238K
Howard Capital Management Group, LLC 0.02% Add +0.1% 2,327 $234K
Spreng Capital Management, Inc. 0.12% No change 2,325 $234K
Wealthspire Advisors, LLC 0.00% Reduce -6.9% 2,316 $233K
Checchi Capital Advisers, LLC 0.02% Reduce -8.4% 2,315 $233K
Bison Wealth, LLC 0.04% No change 2,255 $232K
Waldron Private Wealth LLC 0.01% Add +0.5% 2,298 $232K
Concourse Financial Group Securities, Inc. 0.01% Reduce -64.5% 2,294 $232K
Hartford Financial Management Inc. 0.05% Reduce -8.5% 2,303 $232K
Cooper Financial Group 0.03% New 2,300 $231K
Drive Wealth Management, LLC 0.06% Add +3.5% 2,289 $231K
PDS Planning, Inc 0.02% Add +0.9% 2,292 $230K
Sigma Planning Corp 0.01% Reduce -0.7% 2,267 $228K
Clarius Group, LLC 0.02% Reduce -3.6% 2,265 $228K
RNC Capital Management LLC 0.01% New 2,254 $227K
Morningstar Investment Services LLC 0.00% New 2,202 $226K
Salzhauer Michael 0.18% No change 2,246 $226K
Stratos Wealth Partners, LTD. 0.00% Reduce -10.3% 2,239 $225K
AdvisorNet Financial, Inc 0.02% No change 2,234 $225K
SpiderRock Advisors, LLC 0.01% Reduce -0.9% 2,222 $223K
Bar Harbor Wealth Management 0.01% No change 2,221 $223K
Evercore Wealth Management, LLC 0.00% No change 2,213 $222K
Certuity, LLC 0.02% New 2,208 $222K
Douglas Lane & Associates, LLC 0.00% Reduce -20.2% 2,203 $221K
Lifeworks Advisors, LLC 0.06% Reduce -9.1% 2,203 $221K
Wesbanco Bank Inc. 0.01% Add +0.8% 2,200 $221K
International Assets Investment Management, LLC 0.02% New 2,184 $220K
Trillium Asset Management, LLC 0.01% No change 2,167 $218K
Keystone Financial Group 0.08% No change 2,166 $218K
Signature Estate & Investment Advisors LLC 0.01% Add +7.4% 2,148 $216K
Winthrop Advisory Group LLC 0.03% Add +0.2% 2,130 $214K
Concurrent Investment Advisors, LLC 0.01% New 2,122 $213K
North Star Investment Management Corp. 0.02% No change 2,115 $213K
William Blair Investment Management, LLC 0.00% No change 2,107 $212K
Ignite Planners, LLC 0.05% Add +2.6% 2,130 $210K
Fielder Capital Group LLC 0.08% Add +0.4% 2,086 $210K
Pzena Investment Management LLC 0.00% New 2,070 $208K
Fidelis Capital Partners, LLC 0.03% New 1,975 $208K
MV Capital Management, Inc. 0.02% Add +0.3% 2,043 $205K
Tocqueville Asset Management L.P. 0.00% Reduce -19.4% 2,036 $205K
Koshinski Asset Management, Inc. 0.02% Reduce -15.3% 2,042 $204K
One Capital Management, LLC 0.01% New 2,019 $203K
Avestar Capital, LLC 0.02% New 2,013 $202K
Paradigm Asset Management Co. LLC 0.06% New 2,000 $201K
J. L. Bainbridge & Co., Inc. 0.02% No change 2,000 $201K
Segment Wealth Management, LLC 0.01% No change 2,000 $201K
Jones Financial Companies LLLP 0.00% Add +280.6% 1,987 $200K
Mather Group, Llc. 0.00% Add +9.4% 1,845 $190K
Asset Dedication, LLC 0.01% No change 1,829 $184K
Brown, Lisle/Cummings, Inc. 0.06% Reduce -7.7% 1,793 $180K
Principal Securities, Inc. 0.00% Add +0.2% 1,769 $178K
Clearstead Advisors, LLC 0.00% Add +119.5% 1,710 $172K
Global Retirement Partners, LLC 0.01% Add +15.8% 1,610 $162K
Quent Capital, LLC 0.02% Add +0.2% 1,602 $161K
Ashton Thomas Private Wealth, LLC 0.01% New 1,585 $159K
Lanark Financial, Inc. 0.01% Reduce -0.8% 1,583 $159K
Delta Asset Management LLC 0.01% No change 1,400 $141K
Penserra Capital Management LLC 0.00% Reduce -2.0% 1,400 $140K
Armstrong Advisory Group, Inc. 0.01% No change 1,379 $139K
Ridgewood Investments LLC 0.07% New 1,346 $135K
Tobam 0.02% Reduce -8.0% 1,292 $130K
JFS Wealth Advisors, LLC 0.01% No change 1,253 $126K
Ancora Advisors LLC 0.00% No change 1,250 $126K
New England Capital Financial Advisors LLC 0.07% No change 1,250 $126K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,216 $125K
MassMutual Private Wealth & Trust, FSB 0.00% Add +52.7% 1,228 $123K
Caldwell Trust Co 0.01% Reduce -13.7% 1,142 $115K
TD Waterhouse Canada Inc. 0.00% Reduce -3.4% 1,127 $113K
Bruce G. Allen Investments, LLC 0.09% Add +6.7% 1,104 $111K
Alta Advisers Ltd 0.05% No change 1,100 $111K
Hexagon Capital Partners LLC 0.02% Add +3.8% 1,094 $110K
Transamerica Financial Advisors, LLC 0.01% No change 1,040 $105K
Manchester Capital Management LLC 0.01% Add +8.3% 1,013 $102K
Piscataqua Savings Bank 0.09% No change 1,000 $101K
Catalyst Funds Management Pty Ltd 0.03% Reduce -89.0% 1,000 $101K
Hilltop National Bank 0.03% No change 975 $98K
Parkside Financial Bank & Trust 0.01% Reduce -0.2% 920 $92K
GPS Wealth Strategies Group, LLC 0.01% No change 920 $92K
Global Financial Private Client, LLC 0.04% No change 894 $90K
Private Trust Co. NA 0.01% Reduce -6.5% 887 $89K
Raleigh Capital Management Inc. 0.04% Add +15.8% 873 $88K
Smartleaf Asset Management LLC 0.01% Add +159.0% 852 $88K
Toth Financial Advisory Corp. 0.01% No change 865 $87K
IFP Advisors, Inc 0.00% Reduce -45.0% 823 $83K
ORG Partners LLC 0.01% New 798 $80K
Whittier Trust Co. of Nevada Inc. 0.00% Add +192.6% 787 $79K
Rothschild Investment LLC 0.01% Add +85.0% 775 $78K
CENTRAL TRUST Co 0.00% Add +0.1% 747 $75K
Cromwell Holdings LLC 0.04% — 741 $75K
1620 Investment Advisors, Inc. 0.06% New 730 $73K
Lynx Investment Advisory 0.05% — 716 $72K
Summit Securities Group LLC 0.03% Add +35600.0% 714 $72K
Triad Wealth Partners, LLC 0.04% New 694 $70K
S.A. Mason LLC 0.04% No change 646 $65K
Deseret Mutual Benefit Administrators 0.03% No change 643 $65K
Prestige Wealth Management Group LLC 0.01% Reduce -4.8% 600 $61K
Quarry LP 0.03% Add +195.6% 600 $60K
EnRich Financial Partners LLC 0.02% No change 600 $60K
Pinnacle Bancorp, Inc. 0.02% No change 592 $60K
General Partner, Inc. 0.04% Add +0.9% 575 $58K
Venturi Wealth Management, LLC 0.00% Add +884.5% 571 $57K
Benjamin F. Edwards & Company, Inc. 0.00% Add +4.8% 571 $57K
Tyler-Stone Wealth Management 0.02% No change 551 $55K
Grove Bank & Trust 0.01% No change 548 $55K
LRI Investments, LLC 0.01% Add +2354.6% 540 $54K
Investors Research Corp 0.01% Reduce -41.9% 500 $50K
Hazlett, Burt & Watson, Inc. 0.03% No change 500 $50K
TCTC Holdings, LLC 0.00% No change 481 $48K
FinTrust Capital Advisors, LLC 0.01% No change 465 $47K
Westside Investment Management, Inc. 0.01% No change 460 $46K
Cetera Trust Company, N.A 0.03% Reduce -10.0% 450 $45K
Great Lakes Retirement, Inc. 0.01% New 414 $42K
Harbour Investments, Inc. 0.00% Reduce -0.2% 415 $42K
Founders Capital Management 0.03% No change 400 $40K
CNB Bank 0.02% No change 400 $40K
Benjamin Edwards Inc. 0.01% Add +14.5% 394 $40K
Hollencrest Capital Management 0.00% No change 389 $39K
First United Bank & Trust 0.01% No change 382 $38K
Smithfield Trust Co 0.00% No change 375 $38K
Caldwell Sutter Capital, Inc. 0.02% No change 365 $37K
Bell Investment Advisors, Inc 0.01% No change 356 $36K
Stuart Chaussee & Associates, Inc. 0.01% No change 340 $34K
CVA Family Office, LLC 0.01% Add +3.0% 340 $34K
Trust Co. of Vermont 0.00% No change 315 $32K
Family Firm, Inc. 0.01% New 313 $31K
Providence Capital Advisors, LLC 0.01% No change 312 $31K
Arax Advisory Partners 0.00% Add +965.5% 309 $31K
Bank & Trust Co 0.03% — 300 $30K
Covestor Ltd 0.02% Reduce -43.2% 295 $30K
Barrett & Company, Inc. 0.01% No change 293 $29K
Leonteq Securities AG 0.00% Add +3.6% 286 $29K
AlphaQuest LLC 0.00% Add +2750.0% 285 $29K
Coppell Advisory Solutions LLC 0.00% — 272 $27K
West Financial Advisors, LLC 0.01% No change 247 $25K
Pingora Partners LLC 0.02% No change 244 $25K
Frazier Financial Advisors, LLC 0.02% Add +14.6% 243 $24K
Oakworth Capital, Inc. 0.00% No change 240 $24K
Farmers & Merchants Investments Inc. 0.00% No change 225 $23K
REAP Financial Group, LLC 0.01% Add +1.4% 223 $22K
Tradewinds Capital Management, LLC 0.01% No change 220 $22K
Valued Wealth Advisors LLC 0.01% Add +13.7% 207 $21K
Richardson Financial Services Inc. 0.01% Reduce -50.6% 205 $21K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Add +20.6% 205 $21K
Riverview Trust Co 0.02% No change 204 $21K
Altshuler Shaham Ltd 0.00% New 203 $20K
Accent Capital Management, LLC 0.01% New 200 $20K
Mendota Financial Group, LLC 0.01% No change 200 $20K
Sittner & Nelson, LLC 0.01% No change 200 $20K
M&R Capital Management Inc. 0.00% No change 200 $20K
Plante Moran Financial Advisors, LLC 0.00% No change 188 $19K
Sound Income Strategies, LLC 0.00% No change 188 $19K
Elequin Capital, LP 0.01% New 178 $18K
Pathway Financial Advisers, LLC 0.01% Add +1.2% 168 $17K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +5.1% 164 $17K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 159 $16K
WR Wealth Planners, LLC 0.01% Add +51.4% 162 $16K
Sachetta, LLC 0.01% Add +30.0% 143 $16K
Redwood Wealth Management Group, LLC 0.01% New 155 $16K
Foster Dykema Cabot & Partners, LLC 0.00% No change 150 $15K
Archer Investment Corp 0.00% No change 150 $15K
Cyrus J. Lawrence, LLC 0.00% No change 150 $15K
West Paces Advisors Inc. 0.00% No change 149 $15K
Carolinas Wealth Consulting LLC 0.00% Add +0.7% 145 $15K
GW&K Investment Management, LLC 0.00% Add +10.9% 142 $14K
Meeder Asset Management Inc. 0.00% New 139 $14K
Versant Capital Management, Inc 0.00% Add +153.7% 137 $14K
Cape Investment Advisory, Inc. 0.01% No change 130 $13K
Pacific Capital Wealth Advisors, Inc. 0.00% New 123 $12K
Chelsea Counsel Co. 0.01% No change 115 $12K
FSC Wealth Advisors, LLC 0.01% No change 113 $11K
Fairway Wealth LLC 0.01% New 113 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 111 $11K
Gradient Investments LLC 0.00% New 109 $11K
Carmichael Hill & Associates, Inc. 0.00% No change 107 $11K
ZynergyRetirementPlanningLLC 0.01% — 100 $10K
Hudson Edge Investment Partners Inc. 0.00% New 100 $10K
WealthCollab, LLC 0.01% No change 95 $10K
RFP Financial Group LLC 0.00% Reduce -5.2% 92 $9K
Private Wealth Management Group, LLC 0.00% No change 87 $9K
GoalVest Advisory LLC 0.00% Reduce -63.8% 85 $9K
American National Bank & Trust 0.00% No change 85 $9K
Addison Advisors LLC 0.00% New 80 $8K
Coston, McIsaac & Partners 0.00% No change 82 $8K
Aspect Partners, LLC 0.00% No change 78 $8K
Raffa Wealth Management, LLC 0.00% No change 77 $8K
Glen Eagle Advisors, LLC 0.00% No change 74 $7K
Washington Trust Advisors, Inc. 0.00% Reduce -13.8% 69 $7K
PFS Partners, LLC 0.00% No change 68 $7K
Park Place Capital Corp 0.00% Reduce -39.8% 68 $7K
Fortitude Family Office, LLC 0.00% No change 62 $6K
FWL Investment Management, LLC 0.00% No change 60 $6K
Householder Group Estate & Retirement Specialist, LLC 0.00% New 60 $6K
Estabrook Capital Management 0.00% No change 56 $6K
Abound Wealth Management 0.00% Reduce -14.1% 55 $6K
SJS Investment Consulting Inc. 0.00% No change 54 $5K
Key Financial Inc 0.00% No change 49 $5K
Painted Porch Advisors LLC 0.00% New 48 $5K
DiNuzzo Private Wealth, Inc. 0.00% Add +17.1% 48 $5K
Opal Wealth Advisors, LLC 0.00% New 46 $5K
Gen-Wealth Partners Inc 0.00% No change 45 $5K
Acima Private Wealth, LLC 0.00% No change 42 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 37 $4K
Balefire, LLC 0.00% Add +12.5% 36 $4K
Larson Financial Group LLC 0.00% Reduce -95.9% 36 $4K
Harbor Investment Advisory, LLC 0.00% Add +13.8% 33 $3K
VitalStone Financial, LLC 0.00% Reduce -99.1% 32 $3K
Salem Investment Counselors Inc. 0.00% No change 31 $3K
Avion Wealth 0.00% Add +19.2% 31 $3K
Valley National Advisers Inc. 0.00% Add +10.0% 33 $3K
Capital Advisors, Ltd. LLC 0.00% Reduce -8.6% 32 $3K
SOA Wealth Advisors, LLC. 0.00% Reduce -18.9% 30 $3K
JNBA Financial Advisors 0.00% No change 29 $3K
Westend Capital Management, LLC 0.00% No change 29 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +55.6% 28 $3K
Dunhill Financial, LLC 0.00% No change 26 $3K
Concord Wealth Partners 0.00% No change 26 $3K
TFC Financial Management, Inc. 0.00% No change 20 $2K
Financial Management Professionals, Inc. 0.00% Reduce -40.7% 16 $2K
New Millennium Group LLC 0.00% New 19 $2K
Colonial Trust Co / SC 0.00% No change 16 $2K
Unique Wealth Strategies, LLC 0.00% New 13 $1K
Iron Horse Wealth Management, LLC 0.00% No change 12 $1K
Nvwm, LLC 0.00% Add +100.0% 10 $1K
Abich Financial Wealth Management LLC 0.00% Reduce -85.9% 10 $1K
ESL Trust Services, LLC 0.00% No change 10 $1K
AllSquare Wealth Management LLC 0.00% No change 8 $804
Tortoise Investment Management, LLC 0.00% No change 8 $804
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 7 $703
Wolff Wiese Magana LLC 0.00% No change 5 $503
Rakuten Securities, Inc. 0.00% Reduce -80.0% 5 $503
Private Ocean, LLC 0.00% New 4 $402
Cornerstone Planning Group LLC 0.00% New 3 $315
Riggs Asset Managment Co. Inc. 0.00% No change 3 $302
Castleview Partners, LLC 0.00% No change 2 $201
Highline Wealth Partners LLC 0.00% New 2 $201
WestEnd Advisors, LLC 0.00% Add +100.0% 2 $201
Kiely Wealth Advisory Group, Inc. 0.00% No change 1 $108
Cassady Schiller Wealth Management, LLC 0.00% No change 1 $101
Y.D. More Investments Ltd 0.00% New 159 $43

"% of holder's portfolio" is HIG's weight in each manager's 13F, not the share of Hartford Insurance Group Inc. the manager owns.