Hartford Insurance GroupHIG

13F holders, Q3 2024 (September 30)
1,012holders +83
131new positions
53sold out
9famous investors
$117.54avg. 13F price*

At the end of Q3 2024, 1,012 institutions reported holding Hartford Insurance Group Inc. (HIG) in their 13F filings, up 83 from Q2 2024. 131 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($4.4B), BlackRock, Inc. ($3.3B) and State Street Corp. ($1.9B). 9 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Ray Dalio (0.2% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions131$243.6M
Exits53$130.6M

All 13F filers, Q2 2024 → Q3 2024: 8,090,224 shares bought and 16,153,389 shares sold, net −8,063,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,012 holders

Vanguard Group Inc. 0.08% Reduce -0.3% 37,208,923 $4.4B
BlackRock, Inc. 0.07% — 27,811,798 $3.3B
State Street Corp. 0.08% Reduce -0.6% 16,446,669 $1.9B
FMR LLC 0.10% Reduce -2.7% 13,880,877 $1.6B
T. Rowe Price Associates Inc. 0.18% Reduce -4.3% 13,402,228 $1.6B
JPMorgan Chase & Co. 0.07% Reduce -9.5% 7,653,012 $900.1M
Geode Capital Management, LLC 0.07% Reduce -4.0% 7,169,894 $840.5M
Invesco Ltd. 0.14% Add +2.6% 6,090,807 $716.3M
Dimensional Fund Advisors LP 0.15% Reduce -7.8% 5,355,982 $629.9M
Victory Capital Management Inc. 0.52% Reduce -9.9% 4,499,188 $529.1M
LSV Asset Management 1.11% Reduce -5.3% 4,406,323 $518.2M
Norges Bank 0.06% Reduce -10.7% 3,664,622 $431.0M
Morgan Stanley 0.03% Add +4.5% 3,650,326 $429.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Reduce -0.1% 3,596,142 $422.9M
Hotchkis & Wiley Capital Management LLC 1.35% Reduce -30.5% 3,462,507 $407.2M
Massachusetts Financial Services Co. 0.12% Reduce -15.0% 3,423,929 $402.7M
Nordea Investment Management AB 0.44% Add +1.5% 3,357,318 $391.4M
Northern Trust Corp. 0.06% Reduce -6.0% 3,017,948 $354.9M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.43% Reduce -4.3% 2,999,369 $352.8M
Newport Trust Company, LLC 0.79% Reduce -2.1% 2,762,107 $324.9M
Legal & General Group Plc 0.08% Add +1.4% 2,495,374 $293.5M
Arrowstreet Capital, Limited Partnership 0.25% Reduce -4.6% 2,450,902 $288.3M
Bank of New York Mellon Corp 0.05% Reduce -3.6% 2,372,945 $279.1M
First Trust Advisors LP 0.26% Reduce -1.9% 2,331,249 $274.2M
Bank of America Corp. 0.02% Reduce -5.0% 2,318,697 $272.7M
Franklin Resources Inc. 0.07% Reduce -0.6% 2,184,647 $258.9M
Amundi 0.09% Add +1.2% 2,041,157 $236.0M
Charles Schwab Investment Management Inc. 0.04% Reduce -0.6% 1,874,329 $220.4M
AQR Capital Management 0.27% Add +14.5% 1,714,860 $198.5M
Royal Bank of Canada 0.04% Reduce -8.6% 1,632,230 $192.0M
Ameriprise Financial Inc. 0.05% Reduce -49.8% 1,529,227 $180.0M
California Public Employees Retirement System 0.12% Reduce -2.3% 1,412,680 $166.1M
Barclays PLC 0.07% Add +12.8% 1,411,030 $166.0M
Panagora Asset Management Inc. 0.77% Add +0.2% 1,366,021 $160.7M
Bahl & Gaynor LLC 0.81% Add +9.2% 1,342,431 $157.9M
Goldman Sachs Group Inc. 0.03% Add +30.6% 1,310,715 $154.2M
UBS Group AG 0.04% Add +8.3% 1,231,153 $144.8M
Robeco Institutional Asset Management B.V. 0.28% Add +22.7% 1,199,542 $141.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.35% Reduce -13.0% 1,190,251 $140.0M
Great Lakes Advisors, LLC 1.08% Reduce -4.4% 1,101,598 $129.6M
Nuveen Asset Management, LLC 0.04% Reduce -17.1% 1,092,781 $128.6M
HSBC Holdings PLC 0.08% Add +16.3% 1,077,558 $126.4M
KBC Group NV 0.37% Reduce -31.3% 1,032,240 $121.4M
Deutsche Bank AG 0.05% Add +0.7% 962,059 $113.1M
Caisse de depot et placement du Quebec 0.22% Add +42.1% 935,298 $110.0M
Clearbridge Investments, LLC 0.08% Reduce -10.5% 899,542 $105.8M
Swiss National Bank 0.07% Reduce -0.2% 878,800 $103.4M
Assetmark, Inc. 0.29% Reduce -0.3% 872,971 $102.7M
Adage Capital Partners Gp, L.L.C. 0.17% Reduce -26.1% 801,232 $94.2M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -0.6% 791,054 $93.0M
Acadian Asset Management LLC 0.28% Add +1391.7% 758,558 $89.2M
Man Group plc 0.25% Reduce -19.9% 710,180 $83.5M
Millennium Management 0.07% Add +203.0% 681,638 $80.2M
APG Asset Management N.V. 0.50% Reduce -2.5% 719,101 $75.8M
Schroder Investment Management Group 0.07% Add +63.1% 611,253 $71.9M
American Century Companies Inc. 0.04% Add +1.5% 602,563 $70.9M
Storebrand Asset Management As 0.22% Add +1.9% 584,414 $68.7M
Equity Investment Corp. 1.59% Reduce -43.5% 579,382 $68.1M
Rhumbline Advisers 0.06% Reduce -3.8% 578,063 $68.0M
O'shaughnessy Asset Management, LLC 0.60% Reduce -15.7% 570,078 $67.5M
Employees Retirement System of Texas 0.68% No change 569,000 $66.9M
Allianz Asset Management GmbH 0.10% Add +20.3% 562,883 $66.2M
Swedbank AB 0.08% Add +7.5% 562,882 $66.2M
Wells Fargo & Company 0.02% Add +1.8% 549,945 $64.7M
Russell Investments Group, Ltd. 0.09% Reduce -14.6% 532,875 $62.6M
Raymond James & Associates 0.04% Reduce -9.1% 529,504 $62.3M
Envestnet Asset Management Inc. 0.02% Reduce -5.9% 528,281 $62.1M
Janus Henderson Group PLC 0.03% Reduce -3.9% 525,853 $61.8M
CANADA LIFE ASSURANCE Co 0.11% Add +1.8% 516,917 $60.9M
BNP Paribas Financial Markets 0.06% Add +29.0% 497,589 $58.5M
National Pension Service 0.06% Add +10.3% 489,877 $57.6M
Jupiter Asset Management Ltd. 0.50% New 486,835 $57.3M
Skandinaviska Enskilda Banken AB (publ) 0.26% Add +117.8% 483,237 $56.8M
Danske Bank A/S 0.19% Add +59.5% 475,353 $55.9M
Alyeska Investment Group, L.P. 0.28% New 473,156 $55.6M
California State Teachers Retirement System 0.06% Reduce -1.6% 450,641 $53.0M
Macquarie Group Ltd. 0.06% Reduce -2.7% 445,910 $52.4M
Zacks Investment Management 0.45% Add +11.0% 445,519 $52.4M
Woodline Partners LP 0.43% Reduce -38.8% 433,021 $50.9M
Bank of Montreal 0.02% Add +4.9% 435,627 $50.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +5.2% 431,436 $50.7M
Teacher Retirement System of Texas 0.24% Reduce -9.0% 429,089 $50.5M
Ensign Peak Advisors, Inc 0.08% Reduce -21.8% 396,473 $46.6M
Deprince Race & Zollo Inc. 0.85% Reduce -1.2% 376,403 $44.3M
Pictet Asset Management Holding SA 0.05% Add +3.1% 368,543 $43.3M
Alliancebernstein L.P. 0.01% Reduce -3.0% 359,270 $42.3M
State Board of Administration of Florida Retirement System 0.08% Reduce -8.9% 357,525 $42.0M
Principal Financial Group Inc. 0.02% Add +1.9% 353,873 $41.6M
Korea Investment CORP 0.10% Add +27.5% 349,973 $41.2M
Manufacturers Life Insurance Company, The 0.04% Reduce -3.7% 343,909 $40.4M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +18.3% 343,030 $40.3M
Wedge Capital Management L L P 0.68% Reduce -21.9% 336,273 $39.5M
Pinebridge Investments, L.P. 0.30% Add +10.6% 335,142 $39.4M
AustralianSuper Pty Ltd 0.19% Add +28.7% 331,850 $39.0M
New York State Teachers Retirement System 0.08% Reduce -2.7% 325,622 $38.3M
Citigroup Inc. 0.03% Add +3.5% 314,849 $37.0M
TD Asset Management Inc 0.03% Reduce -3.3% 304,920 $35.6M
Retirement Systems of Alabama 0.13% Reduce -24.6% 302,335 $35.6M
Aviva PLC 0.08% Add +2.6% 276,605 $32.5M
Bridgewater Associates 0.18% Add +0.2% 268,947 $31.6M
Susquehanna Portfolio Strategies, LLC 2.14% No change 265,992 $31.3M
Voya Investment Management LLC 0.04% Reduce -60.8% 258,210 $30.4M
Stifel Financial Corp. 0.03% Reduce -0.2% 257,803 $30.3M
Brandywine Global Investment Management, LLC 0.20% Add +18.3% 254,209 $30.1M
Canada Pension Plan Investment Board 0.03% Add +8.9% 250,237 $29.4M
Verition Fund Management LLC 0.22% Add +7564.9% 248,648 $29.2M
Achmea Investment Management B.V. 0.48% Add +5.3% 247,920 $29.2M
New York State Common Retirement Fund 0.04% Reduce -12.5% 245,139 $28.8M
Federated Hermes, Inc. 0.06% Add +4.0% 243,639 $28.7M
Jacobs Levy Equity Management, Inc. 0.11% Reduce -29.6% 241,189 $28.4M
Lazard Asset Management LLC 0.04% Reduce -22.7% 238,049 $28.0M
DNB Asset Management AS 0.12% Add +3.5% 234,872 $27.6M
Vest Financial, LLC 0.53% Add +8.6% 231,660 $27.2M
RiverFront Investment Group, LLC 0.64% Add +6.7% 230,243 $27.1M
Prudential Financial Inc. 0.04% Reduce -1.7% 223,574 $26.3M
Sei Investments Co. 0.03% Add +3.3% 223,365 $26.3M
BI Asset Management Fondsmaeglerselskab A/S 0.45% Reduce -2.4% 220,160 $25.9M
Mercer Global Advisors Inc. 0.06% Add +2.0% 217,639 $25.7M
Unigestion Holding SA 1.24% Add +1524.2% 218,166 $25.7M
Royal London Asset Management Ltd. 0.06% Add +8.9% 216,487 $25.5M
Eastern Bank 0.45% Add +0.4% 211,645 $24.9M
State of Wisconsin Investment Board 0.06% Add +3.9% 211,320 $24.9M
Foundry Partners, LLC 1.22% Reduce -0.5% 209,575 $24.6M
LPL Financial LLC 0.01% Add +15.7% 206,767 $24.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Reduce -44.4% 204,771 $24.1M
Neuberger Berman Group LLC 0.02% Reduce -2.8% 202,412 $23.8M
QRG Capital Management, Inc. 0.25% Add +2.4% 199,381 $23.4M
Jane Street Group, LLC 0.04% Reduce -58.5% 186,399 $21.9M
AMF Tjanstepension AB 0.16% No change 185,781 $21.9M
Natixis Advisors, LLC 0.04% Reduce -0.1% 182,597 $21.5M
Martingale Asset Management L P 0.47% Reduce -13.9% 174,224 $20.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +1.1% 170,662 $20.1M
National Bank of Canada 0.03% Add +65.7% 170,472 $20.0M
M&G PLC 0.12% Reduce -0.1% 165,367 $19.5M
GMO 0.06% Reduce -10.6% 162,520 $19.1M
Assenagon Asset Management S.A. 0.04% Reduce -6.8% 161,994 $19.1M
Zurich Insurance Group Ltd 0.16% New 161,594 $19.0M
Cohen Klingenstein LLC 0.66% Reduce -5.2% 161,183 $19.0M
Aberdeen Group plc 0.03% Add +13.1% 161,133 $18.8M
Illinois Municipal Retirement Fund 0.27% Reduce -5.8% 158,186 $18.6M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -2.7% 157,739 $18.6M
Ceredex Value Advisors LLC 0.34% Reduce -57.3% 148,600 $17.5M
Asset Management One Co., Ltd. 0.06% Add +12.1% 148,043 $17.4M
Toronto Dominion Bank 0.03% Add +0.6% 146,975 $17.3M
Guardian Capital LP 0.62% Add +32.6% 144,844 $17.0M
Treasurer of the State of North Carolina 0.07% Add +8.5% 144,145 $17.0M
Public Employees Retirement System of Ohio 0.07% Reduce -10.0% 142,674 $16.8M
Andra AP-fonden 0.24% Add +2.2% 141,300 $16.6M
PNC Financial Services Group, Inc. 0.01% Add +2.4% 140,757 $16.6M
Daiichi Life Insurance Co., Ltd. 0.41% Add +3.3% 137,506 $16.2M
DekaBank Deutsche Girozentrale 0.03% Reduce -1.3% 138,735 $16.1M
Janney Montgomery Scott LLC 0.04% Reduce -1.1% 135,876 $16.0M
US Bancorp \de 0.02% Reduce -0.4% 132,867 $15.6M
Truist Financial Corp. 0.02% Add +1.4% 129,383 $15.2M
Globeflex Capital L P 1.44% No change 128,013 $15.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +0.9% 122,658 $14.4M
Glenmede Trust Co. NA 0.07% Reduce -1.6% 119,831 $14.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Reduce -0.2% 118,839 $14.0M
Forsta Ap-Fonden 0.11% Add +4.9% 116,400 $13.7M
Mn Services Vermogensbeheer B.V. 0.10% Reduce -2.5% 115,300 $13.6M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -5.4% 114,432 $13.5M
Gillson Capital LP 1.20% New 112,388 $13.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.70% Add +34.7% 111,065 $13.1M
State of Tennessee, Department of Treasury 0.05% Reduce -17.5% 111,239 $13.1M
HighTower Advisors, LLC 0.02% Add +7.1% 111,134 $13.1M
Credit Agricole S A 0.07% Add +47.6% 110,891 $13.0M
Gotham Asset Management 0.13% Add +36.0% 110,666 $13.0M
Intech Investment Management LLC 0.15% Add +5.0% 110,270 $13.0M
Manning & Napier Advisors LLC 0.14% Reduce -1.4% 108,412 $12.8M
Commonwealth Equity Services, LLC 0.02% Add +8.0% 105,730 $12.4M
Clear Harbor Asset Management, LLC 1.02% Reduce -2.1% 105,281 $12.4M
Foster & Motley Inc. 0.78% Reduce -2.4% 105,001 $12.3M
State of New Jersey Common Pension Fund D 0.05% Reduce -7.1% 104,375 $12.3M
Mackenzie Financial Corp. 0.02% Reduce -2.1% 102,563 $12.1M
Alaska Permanent Fund Corp 0.17% No change 99,747 $11.7M
Rafferty Asset Management, LLC 0.04% Reduce -4.5% 99,340 $11.7M
Hunter Perkins Capital Management, LLC 2.36% Reduce -2.0% 98,765 $11.6M
Federation des caisses Desjardins du Quebec 0.06% Add +25.4% 97,736 $11.5M
Citadel Advisors 0.01% Reduce -63.2% 97,509 $11.5M
STRS Ohio 0.04% Reduce -1.4% 96,238 $11.3M
Gabelli Funds LLC 0.08% Reduce -4.3% 95,200 $11.2M
Resona Asset Management Co.,Ltd. 0.06% Reduce -1.5% 92,825 $10.9M
PGGM Investments 0.14% Add +1.6% 91,674 $10.8M
Prudential PLC 0.05% Reduce -4.7% 91,618 $10.8M
Corient Private Wealth LP 0.02% Add +0.5% 91,513 $10.8M
Comerica Bank 0.04% Reduce -7.5% 90,061 $10.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% — 89,564 $10.5M
Nomura Asset Management Co. Ltd. 0.03% Add +5.5% 88,084 $10.4M
First Financial Bank - Trust Division 0.94% Reduce -3.5% 87,260 $10.3M
Los Angeles Capital Management LLC 0.04% Reduce -21.2% 85,088 $10.0M
Arizona State Retirement System 0.06% Add +3.9% 84,831 $10.0M
Nisa Investment Advisors, LLC 0.06% Reduce -4.1% 84,006 $9.9M
State of Michigan Retirement System 0.05% Reduce -1.4% 84,041 $9.9M
Handelsbanken Fonder AB 0.04% Reduce -0.2% 83,315 $9.8M
F/m Investments LLC 0.31% Reduce -16.4% 82,878 $9.7M
IFM Investors Pty Ltd 0.09% Reduce -0.9% 82,040 $9.6M
Swiss Life Asset Management Ltd 0.11% Reduce -0.6% 80,451 $9.5M
Creative Planning 0.01% Add +2.9% 79,105 $9.3M
Mutual of America Capital Management LLC 0.10% Reduce -3.7% 78,595 $9.2M
Allspring Global Investments Holdings, LLC 0.01% Add +3.0% 77,515 $9.1M
MetLife Investment Management, LLC 0.05% Reduce -3.5% 76,180 $9.0M
Twin Tree Management, LP 0.21% Add +192.5% 75,954 $8.9M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -63.2% 75,500 $8.9M
AXA S.A. 0.03% Add +7.1% 75,244 $8.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +1.6% 74,170 $8.7M
ProShare Advisors LLC 0.02% Reduce -5.8% 73,186 $8.6M
Lockheed Martin Investment Management Co. 0.40% Reduce -53.1% 73,170 $8.6M
Corebridge Financial, Inc. 0.05% Reduce -3.7% 72,749 $8.6M
Investment Management Corp of Ontario 0.18% Add +4.7% 69,013 $8.1M
Picton Mahoney Asset Management 0.31% New 67,902 $8.0M
Cerity Partners LLC 0.02% Add +9.9% 67,445 $7.9M
Sienna Gestion 0.52% Add +29.6% 65,947 $7.7M
Knights of Columbus Asset Advisors LLC 0.51% Reduce -25.2% 65,618 $7.7M
Ritholtz Wealth Management 0.23% Reduce -0.1% 65,052 $7.7M
USS Investment Management Ltd 0.06% Add +0.1% 64,485 $7.6M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +40.5% 64,610 $7.5M
Schonfeld Strategic Advisors LLC 0.06% Add +46.3% 63,900 $7.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -1.8% 63,786 $7.5M
D. E. Shaw & Co. 0.01% Reduce -68.6% 63,667 $7.5M
Thrivent Financial for Lutherans 0.01% Reduce -8.9% 63,571 $7.5M
Carret Asset Management, LLC 0.81% Reduce -2.8% 63,509 $7.5M
EDENTREE ASSET MANAGEMENT Ltd 2.09% Reduce -18.2% 61,510 $7.2M
Czech National Bank 0.07% Add +5.9% 59,690 $7.0M
New Vernon Investment Management LLC 7.54% Add +50.0% 59,524 $7.0M
Bokf, NA 0.12% Reduce -4.9% 59,108 $6.9M
Pacer Advisors, Inc. 0.01% Add +29.9% 58,293 $6.9M
Amalgamated Bank 0.06% Reduce -3.9% 57,701 $6.8M
Cibc World Markets Corp. 0.05% Add +0.4% 56,974 $6.7M
Osaic Holdings, Inc. 0.01% Reduce -14.7% 56,729 $6.7M
Berger Financial Group, Inc 0.48% Reduce -2.3% 56,035 $6.6M
Capital Fund Management S.A. 0.07% New 55,831 $6.6M
GHP Investment Advisors, Inc. 0.30% Add +2.9% 55,495 $6.5M
Crossmark Global Holdings, Inc. 0.12% Reduce -4.3% 55,142 $6.5M
Vanguard Personalized Indexing Management, LLC 0.10% Add +6.6% 54,855 $6.5M
Gateway Investment Advisers LLC 0.07% Reduce -0.3% 53,388 $6.3M
Woodley Farra Manion Portfolio Management Inc. 0.32% Reduce -0.8% 53,121 $6.3M
Mariner, LLC 0.01% Add +1.8% 52,801 $6.2M
WINTON GROUP Ltd 0.43% New 52,564 $6.2M
Guggenheim Capital LLC 0.04% Reduce -35.0% 52,476 $6.2M
Cetera Investment Advisers 0.01% Add +0.7% 52,363 $6.2M
HRT Financial LP 0.03% New 51,813 $6.1M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -7.0% 51,449 $6.1M
Public Sector Pension Investment Board 0.03% Add +2.0% 51,173 $6.0M
Lighthouse Investment Partners, LLC 0.32% Reduce -83.0% 50,876 $6.0M
Susquehanna International Group, LLP 0.01% Reduce -57.3% 49,952 $5.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -13.3% 49,404 $5.8M
State of Alaska, Department of Revenue 0.06% Reduce -24.3% 49,367 $5.8M
Yousif Capital Management, LLC 0.06% Reduce -2.7% 49,198 $5.8M
Utah Retirement Systems 0.06% Reduce -1.0% 48,373 $5.7M
Flputnam Investment Management Co. 0.10% Add +3.0% 50,454 $5.6M
Tredje AP-fonden 0.05% No change 47,680 $5.6M
Xponance LLC 0.05% Add +1.3% 47,135 $5.5M
Laurion Capital Management LP 0.36% New 46,555 $5.5M
Candriam S.C.A. 0.03% Reduce -7.6% 46,317 $5.4M
Benson Investment Management Company, Inc. 2.15% Reduce -20.3% 46,290 $5.4M
NewEdge Advisors, LLC 0.04% Add +5.6% 45,903 $5.4M
Promethos Capital, LLC 1.92% Add +12.1% 45,879 $5.4M
Natixis 0.03% Reduce -68.0% 45,330 $5.3M
Monte Financial Group, LLC 2.21% Reduce -11.8% 45,308 $5.3M
Ethic Inc. 0.13% Reduce -6.7% 50,725 $5.2M
CIBC Asset Management Inc 0.02% Add +6.8% 43,699 $5.1M
New York Life Investment Management LLC 0.05% Reduce -2.9% 43,295 $5.1M
Bessemer Group Inc. 0.01% Add +177.7% 42,636 $5.0M
Bank of Nova Scotia 0.01% Add +22.9% 42,271 $5.0M
Trustmark Bank Trust Department 0.37% Add +4.7% 42,118 $5.0M
Kintegral Advisory, LLC 0.45% Reduce -1.3% 41,938 $5.0M
Rockefeller Capital Management L.P. 0.01% Add +1.4% 41,624 $4.9M
Shelton Capital Management 0.13% Reduce -25.7% 41,586 $4.9M
M&T Bank Corp 0.02% Add +4.0% 41,166 $4.8M
Wealthfront Advisers LLC 0.01% Add +0.2% 39,965 $4.7M
Leuthold Group, LLC 0.51% Add +18.4% 38,789 $4.6M
Horizon Investment Services, LLC 1.93% Add +16.6% 38,445 $4.5M
Mount Lucas Management LP 1.54% Reduce -51.0% 38,431 $4.5M
Cresset Asset Management, LLC 0.02% Reduce -0.4% 38,030 $4.5M
Pathstone Holdings, LLC 0.02% Add +0.0% 38,149 $4.5M
Vident Advisory, LLC 0.11% Add +483.4% 37,053 $4.4M
First Citizens Bank & Trust Co. 0.10% Reduce -7.0% 37,051 $4.4M
Daiwa Securities Group Inc. 0.02% Add +13.1% 36,753 $4.3M
Fifth Third Bancorp 0.02% Add +3.4% 36,743 $4.3M
Impax Asset Management Group plc 0.02% No change 36,489 $4.3M
Shell Asset Management Co. 0.19% — 36,057 $4.2M
Nissay Asset Management Corp. /Japan 0.03% Add +2.6% 35,794 $4.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.12% Add +9.6% 35,718 $4.2M
Continuum Advisory, LLC 0.53% Add +5.0% 35,821 $4.2M
NFC Investments, LLC 1.18% No change 35,000 $4.1M
Uncommon Cents Investing LLC 1.15% Reduce -0.8% 34,875 $4.1M
1832 Asset Management L.P. 0.01% Reduce -13.7% 34,825 $4.1M
Entropy Technologies, LP 0.42% New 34,385 $4.0M
Richard Bernstein Advisors LLC 0.09% No change 34,146 $4.0M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.12% Add +4.6% 32,988 $3.9M
Stanley-Laman Group, Ltd. 0.50% Add +3.9% 32,955 $3.9M
Railway Pension Investments Ltd 0.05% No change 32,900 $3.9M
Wellington Management Group LLP 0.00% No change 32,866 $3.9M
Radnor Capital Management, LLC 0.57% New 32,408 $3.8M
Northwest & Ethical Investments L.P. 0.10% Reduce -32.5% 32,378 $3.8M
MML Investors Services, LLC 0.01% Add +13.1% 32,239 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -0.3% 31,732 $3.7M
Point72 (DIFC) Ltd 0.29% New 31,542 $3.7M
Fred Alger Management, LLC 0.02% No change 31,328 $3.7M
Signet Financial Management, LLC 0.47% Add +0.2% 31,215 $3.7M
Ostrum Asset Management 0.30% Reduce -11.7% 30,616 $3.6M
Sanctuary Advisors, LLC 0.02% Reduce -2.0% 29,514 $3.6M
Institute for Wealth Management, LLC. 0.45% Reduce -0.6% 30,070 $3.5M
Public Employees Retirement Association of Colorado 0.01% No change 30,003 $3.5M
Laird Norton Wetherby Wealth Management, LLC 0.16% Add +1.9% 28,937 $3.4M
Savant Capital, LLC 0.03% Add +12.4% 28,253 $3.3M
UniSuper Management Pty Ltd 0.02% Add +17.0% 27,984 $3.3M
Strategic Global Advisors, LLC 0.65% Add +11.2% 27,930 $3.3M
Dean Investment Associates, LLC 0.44% Reduce -3.4% 27,855 $3.3M
Westpac Banking Corp. 0.22% Add +4.3% 27,842 $3.3M
Sustainable Insight Capital Management, LLC 1.46% Reduce -19.6% 27,400 $3.2M
Agf Management Ltd. 0.02% Add +18.3% 27,310 $3.2M
Pitcairn Co. 0.19% Reduce -20.9% 27,084 $3.2M
Family Manage LLC 0.53% New 26,872 $3.2M
CHB Investment Group, LLC 1.66% — 26,640 $3.1M
Elo Mutual Pension Insurance Co 0.07% Add +3.9% 26,137 $3.1M
Summit Place Financial Advisors, LLC 1.70% Add +4.6% 25,910 $3.0M
Ballentine Partners, LLC 0.05% Add +5.7% 25,739 $3.0M
Financial Advisory Partners, LLC 1.00% New 25,587 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +30.3% 25,160 $3.0M
Oregon Public Employees Retirement Fund 0.06% Reduce -1.1% 25,112 $3.0M
Twin Capital Management Inc. 0.33% Reduce -1.7% 24,719 $2.9M
Gulf International Bank (UK) Ltd 0.07% Reduce -4.0% 24,518 $2.9M
Brown Advisory Inc. 0.00% Add +8.7% 23,417 $2.8M
Knollwood Investment Advisory, LLC 0.29% No change 22,926 $2.7M
iA Global Asset Management Inc. 0.05% Add +4.3% 22,855 $2.7M
FIL Ltd 0.00% New 22,837 $2.7M
Silvercrest Asset Management Group LLC 0.02% Reduce -0.1% 22,659 $2.7M
Lanark Financial, Inc. 0.22% Add +1327.3% 22,595 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -7.0% 22,599 $2.7M
Metis Global Partners, LLC 0.08% Add +3.3% 22,476 $2.6M
Greenleaf Trust 0.02% Add +0.8% 22,352 $2.6M
Advisors Asset Management, Inc. 0.05% Reduce -20.8% 22,043 $2.6M
Kingsview Wealth Management, LLC 0.05% Reduce -10.0% 21,318 $2.5M
Monument Capital Management 0.69% New 21,278 $2.5M
Intrust Bank NA 0.25% Add +1.8% 20,914 $2.5M
Baird Financial Group, Inc. 0.00% Reduce -6.2% 20,814 $2.4M
Kentucky Retirement Systems 0.07% Reduce -8.4% 20,413 $2.4M
Captrust Financial Advisors 0.01% Add +6.4% 20,131 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -3.2% 20,059 $2.4M
Harvest Investment Advisors, LLC 1.59% Reduce -13.7% 19,877 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -84.7% 19,663 $2.3M
D.A. Davidson & Co. 0.02% Add +1.0% 19,247 $2.3M
TKG Advisors, LLC 1.11% New 19,181 $2.3M
Bailard, Inc. 0.06% Reduce -1.3% 19,127 $2.2M
Aviso Financial Inc. 0.11% Add +9.0% 19,110 $2.2M
Teza Capital Management LLC 0.25% New 19,043 $2.2M
Atlantic Union Bankshares Corp 0.13% No change 19,000 $2.2M
Mizuho Securities USA LLC 0.05% Reduce -16.7% 19,000 $2.2M
Quantinno Capital Management LP 0.03% Add +21.6% 18,744 $2.2M
Private Advisor Group, LLC 0.01% Add +23.9% 18,725 $2.2M
Moody Aldrich Partners LLC 0.40% No change 18,494 $2.2M
Plato Investment Management Ltd 0.18% No change 18,458 $2.2M
AlphaQuest LLC 0.19% Add +6364.9% 18,425 $2.2M
Banque Cantonale Vaudoise 0.09% Add +6.6% 18,404 $2.2M
Ascent Group, LLC 0.16% No change 18,003 $2.1M
Cunning Capital Partners, LP 1.09% No change 17,800 $2.1M
Tidal Investments LLC 0.02% Add +73.0% 17,774 $2.1M
Yarbrough Capital, LLC 0.08% No change 17,690 $2.1M
Empowered Funds, LLC 0.03% Add +34.0% 17,658 $2.1M
Twinbeech Capital LP 0.04% New 17,610 $2.1M
EP Wealth Advisors, LLC 0.02% Add +588.5% 17,344 $2.0M
Spire Wealth Management 0.07% Add +483.8% 17,297 $2.0M
SteelPeak Wealth, LLC 0.09% Reduce -51.0% 17,205 $2.0M
Park Avenue Securities LLC 0.02% Reduce -13.3% 17,091 $2.0M
Parallel Advisors, LLC 0.05% Add +2.5% 17,075 $2.0M
Maryland State Retirement & Pension System 0.04% Reduce -27.1% 16,961 $2.0M
Verdence Capital Advisors LLC 0.16% Reduce -5.8% 16,945 $2.0M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -1.1% 16,817 $2.0M
Hancock Whitney Corp. 0.06% Add +0.8% 16,816 $2.0M
Stephens Inc. 0.03% Reduce -12.5% 16,658 $2.0M
Rakuten Investment Management, Inc. 0.01% Add +32.1% 16,660 $1.9M
Louisiana State Employees Retirement System 0.04% Reduce -1.2% 16,500 $1.9M
Avantax Advisory Services, Inc. 0.01% Reduce -0.2% 16,416 $1.9M
Passumpsic Savings Bank 1.26% Add +0.1% 16,298 $1.9M
Securian Asset Management, Inc. 0.06% Reduce -4.7% 16,205 $1.9M
Jump Financial, LLC 0.04% Reduce -17.6% 15,875 $1.9M
Dean Capital Management 0.79% New 15,860 $1.9M
Cornercap Investment Counsel Inc. 0.55% Reduce -54.5% 15,686 $1.8M
Point72 Asia (Singapore) Pte. Ltd. 0.35% New 15,647 $1.8M
American State Bank (Iowa) 1.11% Reduce -1.7% 15,543 $1.8M
Icon Advisers Inc. 0.40% Add +20.2% 15,500 $1.8M
XTX Topco Ltd 0.13% Add +38.8% 15,369 $1.8M
Insight Wealth Strategies, LLC 0.23% Add +1.2% 15,088 $1.8M
Cwm, LLC 0.01% Add +7.9% 15,048 $1.8M
Prossimo Advisors, LLC 1.26% Reduce -0.1% 14,725 $1.7M
B. Metzler seel. Sohn & Co. Holding AG 0.02% — 14,601 $1.7M
B. Metzler seel. Sohn & Co. AG 0.02% No change 14,601 $1.7M
Easterly Investment Partners LLC 0.14% Reduce -0.4% 14,530 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -1.0% 14,526 $1.7M
New Mexico Educational Retirement Board 0.06% Reduce -4.6% 14,491 $1.7M
FCG Investment Co 1.12% Add +64.4% 14,465 $1.7M
Redwood Investment Management, LLC 0.15% Add +2.3% 14,339 $1.7M
Raymond James Trust N.A. 0.04% Reduce -6.3% 14,041 $1.7M
Keybank National Association 0.01% Reduce -0.7% 13,986 $1.6M
Trivium Point Advisory, LLC 0.23% Reduce -8.0% 13,806 $1.6M
Vinva Investment Management Ltd 0.07% Add +13.5% 13,640 $1.6M
Ossiam 0.03% Reduce -16.2% 13,373 $1.6M
BDF-Gestion 0.17% No change 39,596 $1.6M
NorthCrest Asset Manangement, LLC 0.05% No change 13,181 $1.6M
Two Sigma Investments, LP 0.00% New 13,156 $1.5M
OneDigital Investment Advisors LLC 0.02% Reduce -2.0% 13,060 $1.5M
Cubist Systematic Strategies, LLC 0.02% New 12,928 $1.5M
Lombard Odier Asset Management (Switzerland) SA 0.13% Add +9.5% 12,786 $1.5M
Thoroughbred Financial Services, LLC 0.10% Reduce -8.7% 12,679 $1.5M
Two Sigma Advisers, LP 0.00% New 12,600 $1.5M
NEOS Investment Management LLC 0.04% Add +24.4% 12,440 $1.5M
Norinchukin Bank, The 0.03% Add +16.5% 12,301 $1.4M
Focus Partners Wealth 0.00% New 12,292 $1.4M
Advisory Services Network, LLC 0.03% No change 14,188 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +2.1% 11,973 $1.4M
Ieq Capital, LLC 0.02% Add +44.2% 11,881 $1.4M
Connecticut Wealth Management, LLC 0.07% Reduce -5.4% 11,745 $1.4M
E. Ohman J:or Asset Management AB 0.03% Reduce -10.7% 11,700 $1.4M
Empirical Asset Management, LLC 0.49% Add +187.2% 11,670 $1.4M
Sequoia Financial Advisors, LLC 0.01% Add +98.0% 11,668 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -0.5% 11,527 $1.4M
Orion Portfolio Solutions, LLC 0.01% Reduce -0.5% 11,527 $1.4M
Pensionfund Sabic 0.42% Reduce -21.8% 11,500 $1.4M
CI Investments Inc. 0.01% Add +8.4% 11,463 $1.3M
Rehmann Capital Advisory Group 0.09% Reduce -6.4% 11,344 $1.3M
Lifestyle Asset Management, Inc. 0.74% Add +0.2% 11,401 $1.3M
Point72 Hong Kong Ltd 0.10% New 11,360 $1.3M
CreativeOne Wealth, LLC 0.05% Add +328.9% 11,343 $1.3M
South Dakota Investment Council 0.03% No change 11,344 $1.3M
Commerce Bank 0.01% Add +0.4% 11,286 $1.3M
Sterling Capital Management LLC 0.02% — 11,199 $1.3M
Atria Investments, Inc 0.02% Reduce -18.7% 11,032 $1.3M
GTS Securities LLC 0.03% Add +223.4% 11,008 $1.3M
Fuller & Thaler Asset Management, Inc. 0.01% Add +61.1% 10,849 $1.3M
GeoWealth Management, LLC 0.04% Add +0.8% 10,841 $1.3M
Praxis Investment Management Inc. 0.08% No change 10,830 $1.3M
Empirical Finance, LLC 0.07% Add +1.8% 10,787 $1.3M
LBP Am SA 0.02% Reduce -0.0% 10,770 $1.3M
First Trust Direct Indexing L.P. 0.07% Add +19.1% 10,665 $1.3M
Vontobel Holding Ltd. 0.00% Add +1.3% 10,493 $1.2M
Huntington National Bank 0.01% Add +4.6% 10,441 $1.2M
OMERS ADMINISTRATION Corp 0.01% No change 10,418 $1.2M
Ontario Teachers Pension Plan Board 0.01% Reduce -0.6% 10,307 $1.2M
Meiji Yasuda Life Insurance Co 0.02% Reduce -2.1% 10,289 $1.2M
Synovus Financial Corp. 0.01% Add +4.0% 10,029 $1.2M
Campbell & CO Investment Adviser LLC 0.09% New 10,005 $1.2M
NJ State Employees Deferred Compensation Plan 0.14% No change 10,000 $1.2M
Moors & Cabot, Inc. 0.06% Add +3.2% 9,999 $1.2M
Zions Bancorporation, N.A. 0.08% Add +35.3% 9,782 $1.2M
G&S Capital LLC 0.48% New 9,774 $1.1M
Regions Financial Corp. 0.01% Add +2.3% 9,770 $1.1M
Axecap Investments, LLC 0.87% — 9,759 $1.1M
NewEdge Wealth, LLC 0.02% Add +25.6% 9,691 $1.1M
Erste Asset Management GmbH 0.01% No change 9,700 $1.1M
Argent Trust Co 0.05% Reduce -1.9% 9,562 $1.1M
GAMMA Investing LLC 0.11% Add +24.8% 9,483 $1.1M
Ramirez Asset Management, Inc. 0.21% No change 9,420 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.3% 9,286 $1.1M
SG Americas Securities, LLC 0.00% Reduce -91.9% 9,227 $1.1M
NorthCoast Asset Management LLC 0.01% Add +353.8% 11,971 $1.1M
Freedom Investment Management, Inc. 0.09% Add +9.8% 9,218 $1.1M
Castlekeep Investment Advisors LLC 0.73% Add +1.1% 9,141 $1.1M
First National Bank of Mount Dora, Trust Investment Services 0.24% Reduce -5.9% 9,041 $1.1M
Guidance Capital, Inc. 0.33% Reduce -4.8% 8,638 $1.1M
Cibc World Market Inc. 0.00% Reduce -22.1% 8,900 $1.0M
Mission Wealth Management, LP 0.03% Reduce -15.8% 8,778 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +22.4% 8,709 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -9.1% 8,675 $1.0M
Burney Co./ 0.04% Reduce -16.7% 8,595 $1.0M
Brown Brothers Harriman & Co. 0.01% Reduce -0.3% 8,453 $994K
Centiva Capital, LP 0.04% Add +4.7% 8,256 $971K
Redhawk Wealth Advisors, Inc. 0.14% New 8,222 $967K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +10.9% 8,190 $963K
Baader Bank Aktiengesellschaft 0.08% Add +9.3% 8,132 $956K
Qtron Investments LLC 0.13% Reduce -20.6% 8,087 $951K
Allworth Financial LP 0.01% Reduce -28.4% 8,080 $950K
Virtus Advisers, LLC 0.44% Reduce -3.0% 8,076 $950K
Bank of Hawaii 0.04% Reduce -3.4% 8,074 $950K
Mark Sheptoff Financial Planning, LLC 0.50% No change 7,960 $936K
CIBC Private Wealth Group LLC 0.00% Add +19.2% 7,956 $936K
Squarepoint Ops LLC 0.00% Reduce -1.6% 7,889 $928K
Townsquare Capital LLC 0.01% Add +33.3% 7,860 $924K
Prudent Man Advisors, LLC 0.31% Reduce -16.0% 7,837 $922K
Sherbrooke Park Advisers LLC 0.21% Add +73.2% 7,834 $921K
TFB Advisors LLC 0.27% Reduce -1.2% 7,826 $920K
My Legacy Advisors, LLC 0.36% Reduce -7.6% 7,812 $919K
Transatlantique Private Wealth LLC 0.35% Add +9.8% 7,773 $914K
V-Square Quantitative Management LLC 0.13% Add +11.6% 7,561 $889K
Advisors Capital Management, LLC 0.01% Add +99.5% 7,559 $889K
Cullen/Frost Bankers, Inc. 0.01% Reduce -8.2% 7,435 $874K
Blair William & Co. 0.00% Add +1.5% 7,422 $873K
HBK Sorce Advisory LLC 0.03% Reduce -2.1% 7,422 $873K
Tower Research Capital LLC (TRC) 0.02% Reduce -82.3% 7,397 $870K
CFO4Life Group, LLC 0.15% Reduce -5.2% 7,392 $869K
Citizens Financial Group Inc. 0.02% Reduce -0.6% 7,243 $855K
Coldstream Capital Management Inc. 0.02% Add +18.8% 7,268 $855K
Siemens Fonds Invest GmbH 0.07% Reduce -5.5% 7,078 $832K
&partners 0.02% Add +38.9% 7,059 $831K
Mount Vernon Associates Inc. 0.66% Reduce -4.4% 7,059 $830K
Edgestream Partners, L.P. 0.04% Add +124.6% 7,039 $828K
Integrated Wealth Concepts LLC 0.01% Add +3.2% 6,930 $815K
Griffin Asset Management, Inc. 0.09% Add +3.3% 6,820 $802K
Applied Finance Capital Management, LLC 0.03% Add +9.0% 6,807 $801K
Systematic Financial Management LP 0.02% No change 6,775 $797K
Advus Financial Partners, LLC 0.23% No change 6,767 $796K
Monetary Management Group Inc. 0.20% Add +8.1% 6,675 $785K
Atlas Capital Advisors Inc. 0.12% Add +128.7% 6,583 $774K
Kathmere Capital Management, LLC 0.07% Add +5.4% 6,559 $771K
Harbor Capital Advisors, Inc. 0.03% Add +9.4% 6,437 $757K
Choreo, LLC 0.01% Add +6.5% 6,322 $748K
Hillsdale Investment Management Inc. 0.06% New 6,300 $741K
Oak Associates Ltd. 0.05% No change 6,273 $738K
Vestcor Inc 0.02% No change 6,156 $724K
BOK Financial Private Wealth, Inc. 0.05% No change 6,085 $719K
Johnson Investment Counsel Inc. 0.01% Reduce -2.8% 6,099 $717K
Wedbush Securities Inc. 0.03% Add +1.3% 6,068 $714K
Csenge Advisory Group 0.04% Add +0.3% 6,070 $712K
Strategy Asset Managers LLC 0.14% New 6,023 $708K
Abn Amro Investment Solutions 0.01% No change 6,020 $708K
Signaturefd, LLC 0.01% Reduce -1.8% 6,020 $708K
JB Capital LLC 0.04% New 5,990 $704K
International Assets Investment Management, LLC 0.06% Add +170.2% 5,902 $694K
Nicholas Hoffman & Company, LLC. 0.03% Reduce -41.1% 5,880 $691K
Independent Advisor Alliance 0.03% Reduce -1.6% 5,842 $687K
Summit Financial, LLC 0.03% Add +121.9% 5,806 $685K
Groupama Asset Managment 0.02% Add +1.9% 14,452 $683K
Advisor Resource Council 0.31% New 5,794 $681K
Capstone Investment Advisors, LLC 0.02% Add +11.5% 5,641 $663K
Aviance Capital Partners, LLC 0.09% Add +0.6% 5,636 $663K
Meeder Advisory Services, Inc. 0.04% Add +1.9% 5,621 $661K
World Investment Advisors 0.02% New 5,618 $661K
Verdad Advisers, LP 0.88% Reduce -56.7% 5,599 $658K
Belpointe Asset Management LLC 0.04% Add +38.7% 5,598 $658K
Dynasty Wealth Management, LLC 0.02% Reduce -4.8% 5,596 $658K
CX Institutional 0.03% Add +0.5% 5,583 $657K
Williamson Legacy Group, LLC 0.44% New 5,561 $654K
Visionary Horizons, LLC 0.44% Reduce -1.1% 5,543 $652K
Bartlett & Co. Wealth Management LLC 0.01% No change 5,500 $649K
Geneos Wealth Management Inc. 0.02% Add +35.1% 5,516 $649K
Vaughan Nelson Investment Management, L.P. 0.01% No change 5,465 $643K
Forum Financial Management, LP 0.01% Reduce -0.1% 5,467 $643K
Natixis Investment Managers International 0.05% No change 5,465 $643K
Beacon Pointe Advisors, LLC 0.01% Reduce -12.0% 5,386 $633K
Lecap Asset Management Ltd. 0.14% New 5,379 $633K
Hantz Financial Services, Inc. 0.01% Reduce -7.6% 5,336 $628K
NTV Asset Management LLC 0.08% Add +4.0% 5,336 $628K
Cambria Investment Management, L.P. 0.04% Add +23.5% 5,321 $626K
Proficio Capital Partners LLC 0.06% Reduce -9.7% 5,261 $619K
Lido Advisors, LLC 0.00% Reduce -93.5% 5,193 $611K
McGlone Suttner Wealth Management, Inc. 0.13% Add +62.1% 5,131 $603K
BayBridge Capital Group, LLC 0.43% Reduce -1.2% 5,066 $596K
Vestmark Advisory Solutions, Inc. 0.02% Add +9.4% 5,041 $593K
Black Swift Group, LLC 0.13% Add +81.8% 5,000 $588K
Meyer Handelman Co. 0.02% No change 4,998 $588K
Bleakley Financial Group, LLC 0.02% Reduce -0.3% 4,948 $582K
Stratos Investment Management, LLC 0.04% New 4,917 $578K
DGS Capital Management, LLC 0.16% Reduce -3.1% 4,876 $573K
Frisch Financial Group, Inc. 0.17% Add +0.5% 4,856 $573K
Profund Advisors LLC 0.02% Add +12.4% 4,837 $569K
Seeds Investor LLC 0.21% Reduce -8.5% 4,824 $567K
Compound Planning, Inc. 0.04% Add +14.8% 4,809 $566K
Welch & Forbes LLC 0.01% No change 4,799 $564K
DoubleLine ETF Adviser LP 0.14% Reduce -7.9% 4,785 $563K
SageView Advisory Group, LLC 0.03% Reduce -10.2% 4,776 $562K
Harvest Fund Management Co., Ltd 0.03% Add +56.4% 4,764 $560K
Vise Technologies, Inc. 0.07% New 4,756 $559K
Farther Finance Advisors, LLC 0.02% Add +63.0% 4,746 $558K
Mgo One Seven LLC 0.02% Add +21.1% 4,689 $552K
Brave Asset Management Inc. 0.14% No change 4,687 $551K
Focus Partners Advisor Solutions, LLC 0.01% Add +6.6% 4,673 $550K
LVW Advisors, LLC 0.07% Add +6.1% 4,668 $549K
HUB Investment Partners, LLC 0.02% Add +43.4% 4,651 $547K
TD Private Client Wealth LLC 0.02% Add +0.5% 4,645 $546K
Prosperity Consulting Group, LLC 0.04% New 4,616 $543K
Tectonic Advisors LLC 0.04% Add +2.6% 4,566 $537K
UMB Bank, n.a. 0.01% Reduce -3.2% 4,565 $537K
Westover Capital Advisors, LLC 0.10% Reduce -0.3% 4,546 $535K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.0% 4,522 $532K
AlphaCentric Advisors LLC 0.39% Reduce -4.3% 4,451 $523K
Pacific Global Investment Management Co. 0.09% No change 4,445 $523K
Engineers Gate Manager LP 0.01% New 4,438 $522K
Blue Trust, Inc. 0.01% Add +61.5% 5,150 $518K
Two Sigma Securities, LLC 0.04% Reduce -75.2% 4,398 $517K
Gryphon Financial Partners LLC 0.07% No change 4,395 $517K
Wilmington Savings Fund Society, FSB 0.01% New 4,371 $514K
HB Wealth Management, LLC 0.01% Add +4.5% 4,361 $513K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +9.9% 3,640 $508K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -40.0% 4,285 $504K
Lake Street Advisors Group, LLC 0.02% Add +0.7% 4,261 $503K
Lane & Associates LLC 0.27% Add +0.1% 4,242 $499K
Graypoint LLC 0.03% Add +6.5% 4,172 $491K
Impact Partnership Wealth, LLC 0.11% New 4,092 $481K
Fifth Third Wealth Advisors LLC 0.03% Add +6.8% 4,088 $481K
AdvisorShares Investments LLC 0.09% Reduce -12.2% 4,075 $479K
Dark Forest Capital Management LP 0.06% New 4,053 $477K
Nations Financial Group Inc, /Ia/ 0.03% New 4,028 $474K
Naviter Wealth, LLC 0.07% Add +11.9% 4,010 $474K
Wedmont Private Capital 0.03% Add +4.0% 4,137 $473K
Denali Advisors LLC 0.05% Add +66.3% 4,012 $472K
Horizon Investments, LLC 0.01% Reduce -14.3% 3,997 $470K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.3% 3,990 $469K
MTM Investment Management, LLC 0.18% No change 3,955 $467K
Quadrant Capital Group LLC 0.03% Add +1.1% 3,886 $457K
Brevan Howard Capital Management LP 0.02% New 3,869 $455K
Accurate Wealth Management, LLC 0.09% Reduce -89.2% 3,813 $452K
Apollon Wealth Management, LLC 0.01% Reduce -4.7% 3,836 $451K
Stonegate Investment Group, LLC 0.01% No change 3,830 $450K
Clark Capital Management Group, Inc. 0.00% Add +6.0% 3,818 $449K
Foundations Investment Advisors, LLC 0.01% Add +0.5% 3,816 $449K
Evergreen Capital Management LLC 0.02% Reduce -1.4% 3,799 $449K
WASHINGTON TRUST Co 0.02% No change 3,811 $448K
Hamilton Capital Partners Inc. 0.04% Add +3.6% 3,780 $445K
DAVENPORT & Co LLC 0.00% Add +26.4% 3,771 $444K
Aptus Capital Advisors, LLC 0.01% Add +10.3% 3,768 $443K
Koshinski Asset Management, Inc. 0.04% Add +83.6% 3,749 $441K
Jackson Creek Investment Advisors LLC 0.13% Reduce -2.3% 3,712 $437K
Diversified Trust Co. 0.01% Add +0.6% 3,709 $436K
GAMCO Investors 0.00% Reduce -5.1% 3,700 $435K
Trust Asset Management LLC 0.03% No change 3,657 $430K
Whittier Trust Co. 0.01% Add +5.2% 3,655 $430K
Angeles Investment Advisors, LLC 0.02% No change 3,606 $424K
Weil Company, Inc. 0.14% No change 3,572 $420K
Grey Ledge Advisors, LLC 0.11% Add +4.4% 3,572 $420K
Peapack Gladstone Financial Corp. 0.01% New 3,572 $420K
Palisades Hudson Asset Management, L.P. 0.17% No change 3,523 $414K
Wealth Alliance, LLC 0.05% Add +0.3% 3,512 $413K
Relyea Zuckerberg Hanson LLC 0.06% Add +1.2% 3,500 $412K
Horan Capital Advisors, LLC. 0.14% No change 3,473 $408K
Summit Trail Advisors, LLC 0.01% Add +3.7% 3,445 $407K
Aries Wealth Management 0.11% Reduce -0.3% 3,456 $406K
Old National Bancorp 0.01% Add +34.3% 3,428 $403K
Moneta Group Investment Advisors LLC 0.01% Add +0.3% 3,421 $402K
Boston Trust Walden Corp 0.00% No change 3,400 $400K
Inceptionr LLC 0.10% Reduce -62.4% 3,384 $398K
Simplicity Wealth,LLC 0.04% Reduce -58.1% 3,374 $397K
Kowal Investment Group, LLC 0.07% Add +18.6% 3,374 $397K
Venture Visionary Partners LLC 0.02% Reduce -8.5% 3,372 $397K
Fort Pitt Capital Group, LLC 0.01% Add +0.5% 3,362 $395K
Interchange Capital Partners, LLC 0.14% Add +0.2% 3,347 $394K
Personal Cfo Solutions, LLC 0.05% Reduce -0.7% 3,337 $392K
D'Orazio & Associates, Inc. 0.06% Add +1.7% 3,329 $392K
Lindbrook Capital, LLC 0.03% Add +0.2% 3,319 $390K
Sugarloaf Wealth Management, LLC 0.07% No change 3,317 $390K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -7.8% 3,305 $389K
Catalyst Funds Management Pty Ltd 0.09% Add +230.0% 3,300 $388K
Florida Trust Wealth Management Co 0.01% Add +0.1% 3,267 $384K
State of Wyoming 0.05% Reduce -9.8% 3,252 $382K
Dynamic Advisor Solutions LLC 0.01% Reduce -8.3% 3,238 $381K
NorthRock Partners, LLC 0.01% Add +9.8% 3,225 $381K
St Germain D J Co. Inc. 0.02% No change 3,206 $377K
Horan Securities, Inc. 0.15% No change 3,200 $376K
Nilsine Partners, LLC 0.05% Reduce -1.9% 3,196 $376K
Avior Wealth Management, LLC 0.01% Add +0.2% 3,193 $376K
Epoch Investment Partners, Inc. 0.00% No change 3,164 $372K
Burns Matteson Capital Management, LLC 0.21% New 3,149 $370K
Jones Financial Companies LLLP 0.00% Add +57.0% 3,119 $365K
Financial Engines Advisors L.L.C. 0.00% Add +0.8% 3,088 $365K
Cigna Investments Inc. 0.06% No change 3,095 $364K
Alps Advisors Inc. 0.00% Reduce -12.6% 3,079 $362K
HM Payson & Co. 0.01% Add +0.0% 3,070 $361K
Tompkins Financial Corp. 0.03% No change 3,048 $358K
Bank of New Hampshire 0.09% No change 3,043 $358K
Wetzel Investment Advisors, Inc. 0.18% No change 3,000 $354K
PDS Planning, Inc 0.03% Add +31.1% 3,004 $353K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 3,000 $353K
Heritage Investors Management Corp. 0.01% No change 3,002 $353K
Ransom Advisory, Ltd 0.16% No change 3,000 $353K
Goldstein Advisors, LLC 0.05% No change 3,000 $353K
Catalyst Financial Partners LLC 0.07% Reduce -5.6% 2,989 $351K
Net Worth Advisory Group 0.10% — 2,977 $350K
Rossmore Private Capital 0.04% No change 2,975 $350K
MBB Public Markets I LLC 0.03% Reduce -85.7% 2,970 $349K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.6% 2,968 $349K
MCF Advisors LLC 0.02% Add +1.5% 2,905 $343K
Moneco Advisors, LLC 0.04% New 2,905 $342K
Oak Thistle LLC 0.11% Reduce -8.8% 2,900 $341K
Vista Investment Management 0.13% Reduce -1.7% 2,899 $341K
Fisher Asset Management 0.00% New 2,889 $340K
Geller Advisors LLC 0.02% Add +10.7% 2,846 $336K
Nwam LLC 0.02% New 2,822 $332K
Johnson Financial Group, Inc. 0.02% New 2,818 $331K
NDVR, Inc. 0.34% Add +0.8% 2,834 $331K
Jefferies Financial Group Inc. 0.01% Reduce -75.3% 2,806 $330K
Steph & Co. 0.10% Reduce -14.3% 2,766 $325K
SeaCrest Wealth Management, LLC 0.04% Add +0.1% 2,765 $325K
United Asset Strategies, Inc. 0.03% Reduce -5.1% 2,751 $324K
High Probability Advisors, LLC 0.06% No change 2,750 $323K
Wealthcare Advisory Partners LLC 0.01% Reduce -10.4% 2,741 $322K
Syon Capital LLC 0.03% Add +0.8% 2,724 $320K
Cidel Asset Management Inc. 0.02% Reduce -10.6% 2,714 $319K
Bluesphere Advisors LLC 0.16% No change 2,708 $318K
Gitterman Wealth Management, LLC 0.13% New 2,695 $317K
USA Financial Formulas 0.05% Reduce -83.8% 2,692 $317K
Prospera Financial Services Inc 0.01% Reduce -2.2% 2,672 $314K
Perigon Wealth Management, LLC 0.01% Reduce -16.9% 2,666 $314K
Smartleaf Asset Management LLC 0.04% Add +214.9% 2,683 $313K
Snowden Capital Advisors LLC 0.01% Reduce -0.2% 2,652 $313K
Fortem Financial Group, LLC 0.13% Reduce -21.0% 2,662 $313K
YHB Investment Advisors, Inc. 0.03% No change 2,649 $312K
IFP Advisors, Inc 0.01% Add +219.7% 2,631 $310K
PFG Investments, LLC 0.02% Add +5.5% 2,631 $309K
McCarthy & Cox 0.12% No change 2,600 $306K
Peoples Bank 0.16% No change 2,599 $306K
Great Waters Wealth Management 0.04% Add +0.1% 2,598 $306K
Affinity Investment Advisors, LLC 0.21% No change 2,588 $304K
Burke & Herbert Bank & Trust Co. 0.07% Reduce -12.5% 2,577 $303K
MAI Capital Management 0.00% Reduce -88.2% 2,558 $301K
Great Valley Advisor Group, Inc. 0.01% Add +7.7% 2,557 $300K
Patrick M Sweeney & Associates, Inc. 0.22% No change 2,525 $297K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 2,518 $296K
Virtus Investment Advisers, LLC 0.24% No change 2,512 $295K
Catalina Capital Group, LLC 0.10% Add +4.3% 2,488 $293K
Frank, Rimerman Advisors LLC 0.02% Add +0.5% 2,479 $292K
First Horizon Advisors, Inc. 0.01% Add +2.6% 2,471 $291K
Integrated Advisors Network LLC 0.01% Reduce -24.2% 2,464 $290K
Kenora Financial, LLC 0.12% No change 2,460 $289K
EverSource Wealth Advisors, LLC 0.02% Add +2.1% 2,451 $288K
Brooklyn Investment Group 0.09% Add +4.0% 2,444 $287K
HighPoint Advisor Group LLC 0.02% Reduce -0.5% 2,601 $286K
Stratos Wealth Partners, LTD. 0.00% Add +8.5% 2,430 $286K
Charter Oak Capital Management, LLC 0.03% Add +0.3% 2,424 $285K
American Investment Services, Inc. 0.05% No change 2,423 $285K
Lifeworks Advisors, LLC 0.06% Add +9.7% 2,417 $284K
Caption Management, LLC 0.03% New 2,400 $282K
Verum Partners LLC 0.08% Add +0.9% 2,390 $281K
Headlands Technologies LLC 0.03% New 2,363 $278K
Sterling Investment Counsel, LLC 0.10% Reduce -10.6% 2,355 $277K
Howard Capital Management Group, LLC 0.02% Add +0.2% 2,331 $274K
Drive Wealth Management, LLC 0.07% Add +1.1% 2,315 $273K
Fielder Capital Group LLC 0.09% Add +11.1% 2,317 $273K
Wealthspire Advisors, LLC 0.00% Reduce -0.3% 2,308 $271K
Oppenheimer & Co. Inc. 0.00% New 2,306 $271K
Summit Global Investments 0.02% Reduce -20.6% 2,303 $271K
Hartford Financial Management Inc. 0.06% No change 2,303 $271K
AdvisorNet Financial, Inc 0.02% Add +3.0% 2,301 $271K
Waldron Private Wealth LLC 0.01% Add +0.1% 2,300 $271K
Morningstar Investment Services LLC 0.00% Add +4.9% 2,309 $270K
Principal Securities, Inc. 0.01% Add +29.6% 2,292 $270K
Clarius Group, LLC 0.02% Add +0.3% 2,273 $267K
Checchi Capital Advisers, LLC 0.02% Reduce -2.0% 2,268 $267K
Concourse Financial Group Securities, Inc. 0.02% Reduce -1.7% 2,256 $266K
Salzhauer Michael 0.17% No change 2,246 $264K
Chicago Partners Investment Group LLC 0.01% Add +0.4% 2,202 $264K
Asset Dedication, LLC 0.02% Add +22.5% 2,240 $263K
Tiaa Trust, National Association 0.00% New 2,227 $262K
Evercore Wealth Management, LLC 0.00% No change 2,213 $260K
Bar Harbor Wealth Management 0.02% Reduce -0.5% 2,209 $260K
Douglas Lane & Associates, LLC 0.00% No change 2,203 $259K
SpiderRock Advisors, LLC 0.01% Reduce -1.2% 2,196 $258K
Certuity, LLC 0.03% Reduce -0.6% 2,195 $258K
SMART Wealth LLC 0.10% New 2,191 $258K
Winthrop Advisory Group LLC 0.03% Add +1.5% 2,161 $255K
Signature Estate & Investment Advisors LLC 0.01% Add +1.0% 2,169 $255K
Trillium Asset Management, LLC 0.01% No change 2,167 $255K
Keystone Financial Group 0.03% Add +0.1% 2,167 $255K
Kestra Private Wealth Services, LLC 0.00% Reduce -14.9% 2,163 $254K
Ignite Planners, LLC 0.06% Add +1.2% 2,156 $254K
DLK Investment Management, LLC 0.10% New 2,155 $253K
Concurrent Investment Advisors, LLC 0.01% Add +1.5% 2,154 $253K
Legacy Financial Advisors, Inc. 0.04% New 2,130 $251K
North Star Investment Management Corp. 0.02% No change 2,115 $249K
Fidelis Capital Partners, LLC 0.03% Add +3.8% 2,049 $246K
Astoria Portfolio Advisors LLC. 0.08% New 2,089 $245K
Cooper Financial Group 0.03% Reduce -10.3% 2,063 $243K
Howard Capital Management, LLC 0.00% New 2,056 $242K
Clearstead Advisors, LLC 0.00% Add +18.7% 2,030 $239K
Ellevest, Inc. 0.01% New 2,022 $238K
AE Wealth Management LLC 0.00% New 2,022 $238K
One Capital Management, LLC 0.01% Reduce -0.2% 2,015 $237K
Merit Financial Group, LLC 0.01% Reduce -49.8% 2,014 $237K
Paradigm Asset Management Co. LLC 0.06% No change 2,000 $235K
J. L. Bainbridge & Co., Inc. 0.02% No change 2,000 $235K
Segment Wealth Management, LLC 0.02% No change 2,000 $235K
Pallas Capital Advisors LLC 0.01% Reduce -38.4% 1,941 $234K
William Blair Investment Management, LLC 0.00% Reduce -5.7% 1,986 $234K
Avantax Planning Partners, Inc. 0.01% Reduce -26.8% 1,951 $229K
Premier Path Wealth Partners, LLC 0.04% New 1,934 $227K
Boston Family Office LLC 0.02% New 1,933 $227K
RNC Capital Management LLC 0.01% No change 2,254 $227K
Trinity Financial Advisors LLC 0.10% New 1,900 $225K
Northwest Bancshares, Inc. 0.04% New 1,905 $224K
EHP Funds Inc. 0.16% Reduce -62.8% 1,900 $223K
Source Financial Advisors LLC 0.07% New 1,900 $223K
Western Wealth Management, LLC 0.01% New 1,885 $222K
Tyler-Stone Wealth Management 0.04% Add +241.0% 1,879 $221K
MV Capital Management, Inc. 0.02% Reduce -8.2% 1,875 $221K
Consolidated Portfolio Review Corp 0.05% New 1,874 $220K
Stevens Capital Management LP 0.03% New 1,870 $220K
Shore Point Advisors, LLC 0.12% New 1,852 $218K
Patriot Financial Group Insurance Agency, LLC 0.03% New 1,848 $217K
Axq Capital, LP 0.07% New 1,841 $217K
Sigma Planning Corp 0.01% Reduce -19.5% 1,825 $215K
Strategic Advisors LLC 0.04% New 1,809 $213K
Sunpointe, LLC 0.17% New 1,801 $213K
Valeo Financial Advisors, LLC 0.01% New 1,801 $212K
MIdWestOne Financial Group, Inc. 0.03% New 1,800 $212K
Strategic Financial Services, Inc. 0.01% New 1,798 $211K
Means Investment Co., Inc. 0.02% New 1,798 $211K
Avestar Capital, LLC 0.02% Reduce -11.0% 1,792 $211K
Bison Wealth, LLC 0.03% Reduce -20.9% 1,783 $210K
Marcum Wealth, LLC 0.02% New 1,780 $209K
McLean Asset Management Corp 0.06% New 1,766 $208K
Mather Group, Llc. 0.00% Reduce -4.3% 1,766 $208K
Pzena Investment Management LLC 0.00% Reduce -15.1% 1,757 $207K
Verus Financial Partners, Inc. 0.02% New 1,741 $205K
Axxcess Wealth Management, LLC 0.01% New 1,742 $205K
Five Oceans Advisors 0.10% New 1,733 $204K
Intrua Financial, LLC 0.03% New 1,731 $204K
DMC Group, LLC 0.16% New 1,726 $203K
Phillips Wealth Planners LLC 0.19% New 1,688 $202K
Capital Asset Advisory Services LLC 0.01% New 1,745 $202K
Chilton Investment Co. Inc. 0.01% New 1,714 $202K
New Wave Wealth Advisors LLC 0.09% Reduce -41.2% 1,709 $201K
Heritage Oak Wealth Advisors LLC 0.09% New 1,709 $201K
Planned Solutions, Inc. 0.08% New 1,695 $199K
Global Retirement Partners, LLC 0.01% Add +1.0% 1,626 $191K
Quent Capital, LLC 0.02% Add +0.1% 1,603 $188K
Transamerica Financial Advisors, LLC 0.02% Add +47.4% 1,533 $181K
Tortoise Investment Management, LLC 0.02% Add +18937.5% 1,523 $179K
Exchange Traded Concepts, LLC 0.00% New 1,512 $178K
Tobam 0.03% Add +10.8% 1,431 $168K
Sentry Investment Management LLC 0.07% New 1,406 $165K
Penserra Capital Management LLC 0.00% Add +1.1% 1,416 $165K
Delta Asset Management LLC 0.01% No change 1,400 $165K
Brown, Lisle/Cummings, Inc. 0.05% Reduce -22.3% 1,393 $164K
Armstrong Advisory Group, Inc. 0.01% No change 1,379 $162K
CoreCap Advisors, LLC 0.01% New 1,347 $158K
New England Capital Financial Advisors LLC 0.08% Add +1.2% 1,265 $149K
Ancora Advisors LLC 0.00% Add +0.2% 1,253 $147K
Ridgewood Investments LLC 0.07% Reduce -13.6% 1,163 $137K
Colonial Trust Co / SC 0.02% Add +7056.3% 1,145 $135K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -6.9% 1,143 $134K
Caldwell Trust Co 0.01% No change 1,142 $134K
TD Waterhouse Canada Inc. 0.00% No change 1,127 $133K
Alta Advisers Ltd 0.06% No change 1,100 $129K
Hexagon Capital Partners LLC 0.03% Reduce -0.3% 1,091 $128K
Manchester Capital Management LLC 0.01% Add +7.0% 1,084 $127K
Piscataqua Savings Bank 0.10% No change 1,000 $118K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -20.3% 969 $117K
Parkside Financial Bank & Trust 0.02% Add +0.5% 925 $109K
GPS Wealth Strategies Group, LLC 0.01% No change 920 $108K
Hilltop National Bank 0.03% Reduce -5.7% 919 $108K
Laurel Wealth Advisors LLC 0.02% New 911 $107K
JFS Wealth Advisors, LLC 0.01% Reduce -27.6% 907 $107K
Global Financial Private Client, LLC 0.04% No change 894 $105K
Oarsman Capital, Inc. 0.02% New 879 $103K
Toth Financial Advisory Corp. 0.01% No change 865 $102K
Raleigh Capital Management Inc. 0.04% Reduce -3.0% 847 $100K
Private Trust Co. NA 0.01% Reduce -8.1% 815 $96K
Bruce G. Allen Investments, LLC 0.07% Reduce -28.2% 793 $93K
Ascentis Independent Advisors 0.01% New 792 $93K
Whittier Trust Co. of Nevada Inc. 0.00% No change 787 $93K
Hemington Wealth Management 0.02% New 825 $91K
Ascentis Wealth Management, LLC 0.03% — 757 $89K
Cromwell Holdings LLC 0.06% No change 741 $87K
Carolinas Wealth Consulting LLC 0.02% Add +409.0% 738 $87K
S.A. Mason LLC 0.04% No change 646 $76K
1620 Investment Advisors, Inc. 0.05% Reduce -13.7% 630 $74K
Intact Investment Management Inc. 0.00% New 630 $74K
Prestige Wealth Management Group LLC 0.01% No change 600 $71K
EnRich Financial Partners LLC 0.02% No change 600 $71K
Pinnacle Bancorp, Inc. 0.02% No change 592 $70K
Venturi Wealth Management, LLC 0.00% Add +2.8% 587 $69K
General Partner, Inc. 0.04% No change 575 $68K
CENTRAL TRUST Co 0.00% Reduce -23.0% 575 $68K
Deseret Mutual Benefit Administrators 0.03% Reduce -11.5% 569 $67K
Hazlett, Burt & Watson, Inc. 0.03% No change 500 $59K
Grove Bank & Trust 0.01% Reduce -8.6% 501 $59K
Investors Research Corp 0.01% No change 500 $59K
Maryland Capital Advisors Inc. 0.03% New 495 $58K
Rothschild Investment LLC 0.00% Reduce -36.9% 489 $58K
TCTC Holdings, LLC 0.00% No change 481 $57K
FinTrust Capital Advisors, LLC 0.01% No change 465 $55K
Jaffetilchin Investment Partners, LLC 0.00% New 462 $54K
Westside Investment Management, Inc. 0.01% No change 460 $54K
Cetera Trust Company, N.A 0.03% No change 450 $53K
Walleye Capital LLC 0.00% Reduce -98.4% 430 $51K
Trust Co. of Vermont 0.00% Add +27.9% 403 $47K
Harbour Investments, Inc. 0.00% Reduce -2.9% 403 $47K
CNB Bank 0.02% No change 400 $47K
Hollencrest Capital Management 0.00% No change 389 $46K
First United Bank & Trust 0.02% No change 382 $45K
Claris Advisors, LLC / Mo / 0.02% New 380 $45K
Smithfield Trust Co 0.00% No change 375 $44K
Caldwell Sutter Capital, Inc. 0.02% No change 365 $43K
Quarry LP 0.01% Reduce -39.5% 363 $43K
CVA Family Office, LLC 0.01% Add +4.7% 356 $42K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% New 350 $41K
Bell Investment Advisors, Inc 0.01% Reduce -2.0% 349 $41K
Stuart Chaussee & Associates, Inc. 0.01% No change 340 $40K
Ashton Thomas Securities, LLC 0.01% New 338 $40K
Arax Advisory Partners 0.00% Add +2.9% 318 $37K
Hall Laurie J Trustee 0.01% New 314 $37K
Providence Capital Advisors, LLC 0.01% No change 312 $37K
Bank & Trust Co 0.03% No change 300 $35K
BNP Paribas 0.00% New 300 $35K
Covestor Ltd 0.02% No change 295 $35K
LRI Investments, LLC 0.00% Reduce -44.4% 300 $35K
Versant Capital Management, Inc 0.01% Add +111.0% 289 $34K
Leonteq Securities AG 0.00% No change 286 $34K
Clean Yield Group 0.01% New 279 $33K
Valued Wealth Advisors LLC 0.02% Add +28.0% 265 $31K
West Financial Advisors, LLC 0.01% No change 247 $29K
Oakworth Capital, Inc. 0.00% No change 240 $28K
Farmers & Merchants Investments Inc. 0.00% No change 225 $26K
REAP Financial Group, LLC 0.01% Reduce -0.5% 222 $26K
DT Investment Partners, LLC 0.00% New 221 $26K
Tradewinds Capital Management, LLC 0.01% No change 220 $26K
Riverview Trust Co 0.02% Add +5.9% 216 $25K
Resources Management Corp. /CT/ 0.00% New 204 $24K
Mendota Financial Group, LLC 0.01% Add +0.5% 201 $24K
Accent Capital Management, LLC 0.01% No change 200 $24K
Founders Capital Management 0.01% Reduce -50.0% 200 $24K
Sittner & Nelson, LLC 0.01% No change 200 $24K
Barrett & Company, Inc. 0.01% Reduce -31.7% 200 $24K
M&R Capital Management Inc. 0.01% No change 200 $24K
ORG Partners LLC 0.00% Reduce -74.9% 200 $24K
Sound Income Strategies, LLC 0.00% Add +3.2% 194 $23K
Plante Moran Financial Advisors, LLC 0.00% No change 188 $22K
Pingora Partners LLC 0.01% Reduce -26.2% 180 $21K
Richardson Financial Services Inc. 0.01% No change 205 $21K
Pathway Financial Advisers, LLC 0.01% No change 168 $20K
Addison Advisors LLC 0.01% Add +110.0% 168 $20K
WR Wealth Planners, LLC 0.01% Add +2.5% 166 $20K
GW&K Investment Management, LLC 0.00% Add +12.7% 160 $19K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Reduce -21.9% 160 $19K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 159 $19K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -4.9% 156 $18K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 152 $18K
New Age Alpha Advisors, LLC 0.01% New 152 $18K
Foster Dykema Cabot & Partners, LLC 0.00% No change 150 $18K
Archer Investment Corp 0.00% No change 150 $18K
West Paces Advisors Inc. 0.00% No change 149 $18K
Cyrus J. Lawrence, LLC 0.00% No change 150 $17K
Sachetta, LLC 0.01% No change 143 $17K
Earned Wealth Advisors, LLC 0.01% New 143 $17K
Meeder Asset Management Inc. 0.00% Reduce -3.6% 134 $16K
Cape Investment Advisory, Inc. 0.01% Add +0.8% 131 $15K
Larson Financial Group LLC 0.00% Add +255.6% 128 $15K
Provenance Wealth Advisors, LLC 0.00% New 122 $14K
Chelsea Counsel Co. 0.01% No change 115 $14K
FSC Wealth Advisors, LLC 0.01% No change 113 $13K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 111 $13K
Carmichael Hill & Associates, Inc. 0.00% No change 107 $13K
Costello Asset Management, INC 0.01% New 105 $12K
CoreFirst Bank & Trust 0.01% New 100 $12K
Hudson Edge Investment Partners Inc. 0.00% No change 100 $12K
WealthCollab, LLC 0.01% No change 95 $11K
Talon Private Wealth, LLC 0.00% — 94 $11K
Private Wealth Management Group, LLC 0.00% Add +1.1% 88 $10K
GoalVest Advisory LLC 0.00% No change 85 $10K
Aspect Partners, LLC 0.01% No change 78 $9K
Raffa Wealth Management, LLC 0.00% No change 77 $9K
Coston, McIsaac & Partners 0.00% No change 82 $9K
Glen Eagle Advisors, LLC 0.00% No change 74 $9K
Coppell Advisory Solutions LLC 0.00% Reduce -73.5% 72 $8K
HHM Wealth Advisors, LLC 0.00% New 70 $8K
PFS Partners, LLC 0.00% No change 68 $8K
Park Place Capital Corp 0.00% No change 68 $8K
Washington Trust Advisors, Inc. 0.00% Reduce -8.7% 63 $7K
Sunbelt Securities, Inc. 0.00% New 63 $7K
Fortitude Family Office, LLC 0.00% No change 62 $7K
FWL Investment Management, LLC 0.00% No change 60 $7K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 60 $7K
Key Financial Inc 0.00% Add +16.3% 57 $7K
Estabrook Capital Management 0.00% No change 56 $7K
Abound Wealth Management 0.00% No change 55 $6K
SJS Investment Consulting Inc. 0.00% No change 54 $6K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.1% 49 $6K
Painted Porch Advisors LLC 0.00% No change 48 $6K
Gen-Wealth Partners Inc 0.00% No change 45 $5K
Heritage Wealth Advisors 0.00% New 43 $5K
Acima Private Wealth, LLC 0.00% No change 42 $5K
True Wealth Design, LLC 0.00% New 39 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 37 $4K
Avion Wealth 0.00% Add +32.3% 41 $4K
Capital Advisors, Ltd. LLC 0.00% Reduce -6.3% 30 $4K
Salem Investment Counselors Inc. 0.00% No change 31 $4K
City State Bank 0.00% New 31 $4K
Legacy Investment Solutions, LLC 0.00% — 30 $4K
Legacy Wealth Managment, LLC 0.00% — 30 $4K
SOA Wealth Advisors, LLC. 0.00% No change 30 $4K
Westend Capital Management, LLC 0.00% No change 29 $3K
JNBA Financial Advisors 0.00% No change 29 $3K
Frazier Financial Advisors, LLC 0.00% Reduce -88.9% 27 $3K
Dunhill Financial, LLC 0.00% Add +3.9% 27 $3K
TFC Financial Management, Inc. 0.00% No change 20 $2K
Spectrum Wealth Counsel, LLC 0.00% New 20 $2K
New Millennium Group LLC 0.00% No change 19 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -35.7% 18 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -85.4% 18 $2K
Financial Management Professionals, Inc. 0.00% No change 16 $2K
Anchor Investment Management, LLC 0.00% New 17 $2K
Harbor Investment Advisory, LLC 0.00% Reduce -51.5% 16 $2K
Iron Horse Wealth Management, LLC 0.00% No change 12 $1K
JDM Financial Group LLC 0.00% New 11 $1K
Nvwm, LLC 0.00% No change 10 $1K
ESL Trust Services, LLC 0.00% No change 10 $1K
AllSquare Wealth Management LLC 0.00% No change 8 $941
Highline Wealth Partners LLC 0.00% Add +250.0% 7 $823
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 7 $823
Baldwin Wealth Partners LLC 0.00% New 6 $708
Voisard Asset Management Group, Inc. 0.00% New 6 $706
Cornerstone Planning Group LLC 0.00% Add +100.0% 6 $673
Wolff Wiese Magana LLC 0.00% No change 5 $589
Atwood & Palmer Inc. 0.00% New 5 $589
Chesapeake Asset Management LLC 0.00% New 5 $588
Rakuten Securities, Inc. 0.00% No change 5 $588
Riggs Asset Managment Co. Inc. 0.00% No change 3 $353
First Personal Financial Services 0.00% New 2 $236
Crewe Advisors LLC 0.00% New 2 $236
WestEnd Advisors, LLC 0.00% No change 2 $235
Kiely Wealth Advisory Group, Inc. 0.00% No change 1 $118
West Branch Capital LLC 0.00% New 1 $118
Cassady Schiller Wealth Management, LLC 0.00% No change 1 $118
Y.D. More Investments Ltd 0.00% Add +4.4% 166 $53

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