Hartford Insurance GroupHIG

13F holders, Q1 2025 (March 31)
1,065holders +22
112new positions
93sold out
10famous investors
$123.72avg. 13F price*

At the end of Q1 2025, 1,065 institutions reported holding Hartford Insurance Group Inc. (HIG) in their 13F filings, up 22 from Q4 2024. 112 opened new positions and 93 sold out. The largest holders were Vanguard Group Inc. ($4.6B), BlackRock, Inc. ($4.0B) and State Street Corp. ($2.0B). 10 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Cliff Asness (0.2% of AQR Capital Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions112$100.1M
Exits93$89.1M

All 13F filers, Q4 2024 → Q1 2025: 13,273,399 shares bought and 15,481,202 shares sold, net −2,207,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,065 holders

Vanguard Group Inc. 0.08% Reduce -0.4% 37,003,837 $4.6B
BlackRock, Inc. 0.08% Add +4.6% 32,157,304 $4.0B
State Street Corp. 0.08% Reduce -2.4% 16,169,555 $2.0B
FMR LLC 0.10% Add +10.7% 12,369,087 $1.5B
T. Rowe Price Associates Inc. 0.18% Reduce -5.7% 11,906,057 $1.5B
Geode Capital Management, LLC 0.07% Add +2.2% 7,409,479 $913.9M
Dimensional Fund Advisors LP 0.16% Reduce -2.0% 5,179,191 $640.7M
Invesco Ltd. 0.11% Reduce -18.1% 4,697,989 $581.3M
Victory Capital Management Inc. 0.57% Reduce -5.2% 4,459,632 $551.8M
Nordea Investment Management AB 0.54% Add +4.1% 4,098,443 $507.1M
Norges Bank 0.07% Add +4.1% 3,961,299 $490.1M
Northern Trust Corp. 0.07% Add +11.3% 3,936,615 $487.1M
LSV Asset Management 1.17% Reduce -5.0% 3,922,932 $485.4M
JPMorgan Chase & Co. 0.04% Reduce -27.2% 3,805,063 $470.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Reduce -1.3% 3,780,247 $467.7M
Morgan Stanley 0.03% Reduce -1.8% 3,651,060 $451.7M
Massachusetts Financial Services Co. 0.14% Add +1.7% 3,509,098 $434.2M
Bank of America Corp. 0.03% Add +65.5% 3,053,045 $377.8M
First Trust Advisors LP 0.31% Add +5.5% 2,830,255 $350.2M
Newport Trust Company, LLC 0.83% Reduce -1.5% 2,626,918 $325.0M
Legal & General Group Plc 0.08% Add +3.0% 2,498,992 $309.2M
Hotchkis & Wiley Capital Management LLC 0.97% Reduce -31.9% 2,346,034 $290.3M
UBS Group AG 0.06% Add +15.6% 2,282,391 $282.4M
Bank of New York Mellon Corp 0.05% Reduce -4.0% 2,200,868 $272.3M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.23% Reduce -24.6% 2,164,430 $267.8M
Franklin Resources Inc. 0.08% Add +0.7% 2,156,507 $266.8M
Bahl & Gaynor LLC 1.35% Add +47.0% 2,141,537 $265.0M
Ameriprise Financial Inc. 0.07% Reduce -9.9% 2,039,266 $252.4M
Goldman Sachs Group Inc. 0.05% Add +68.1% 2,020,909 $250.0M
Amundi 0.09% Add +27.4% 1,943,498 $239.9M
Charles Schwab Investment Management Inc. 0.04% Reduce -1.2% 1,891,765 $234.1M
AQR Capital Management 0.22% Reduce -4.0% 1,768,620 $218.2M
AustralianSuper Pty Ltd 1.12% Add +31.9% 1,600,215 $198.0M
Barclays PLC 0.09% Add +35.0% 1,530,134 $189.3M
Arrowstreet Capital, Limited Partnership 0.14% Reduce -33.4% 1,380,705 $170.8M
California Public Employees Retirement System 0.12% Reduce -2.9% 1,340,585 $165.9M
Royal Bank of Canada 0.03% Reduce -25.4% 1,216,133 $150.5M
Great Lakes Advisors, LLC 1.28% Add +2.5% 1,157,484 $143.2M
Panagora Asset Management Inc. 0.70% Reduce -6.8% 1,139,831 $141.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.37% Add +0.3% 1,125,453 $139.2M
Deutsche Bank AG 0.05% Reduce -0.9% 1,110,948 $137.5M
Robeco Institutional Asset Management B.V. 0.26% Reduce -12.6% 1,078,861 $133.5M
HSBC Holdings PLC 0.08% Reduce -4.7% 998,302 $123.4M
Millennium Management 0.12% Add +139.5% 962,300 $119.1M
Caisse de depot et placement du Quebec 0.23% Reduce -21.9% 874,201 $108.2M
Adage Capital Partners Gp, L.L.C. 0.20% Add +81.0% 852,432 $105.5M
Schroder Investment Management Group 0.10% Reduce -4.6% 847,783 $103.6M
Swiss National Bank 0.07% Reduce -1.2% 817,500 $101.1M
BNP Paribas Financial Markets 0.08% Add +0.2% 799,173 $98.9M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +0.2% 782,957 $96.9M
Man Group plc 0.30% Reduce -21.4% 779,253 $96.4M
Assetmark, Inc. 0.26% Reduce -14.3% 760,338 $94.1M
Woodline Partners LP 0.61% Add +28218.5% 757,804 $93.8M
American Century Companies Inc. 0.06% Add +16.1% 746,591 $92.4M
KBC Group NV 0.29% Reduce -7.7% 745,909 $92.3M
Nuveen, LLC 0.03% — 707,313 $87.5M
Verition Fund Management LLC 0.50% Reduce -16.9% 689,793 $85.3M
Employees Retirement System of Texas 0.90% Add +16.6% 663,300 $82.1M
Swedbank AB 0.10% Add +20.9% 625,679 $77.4M
Raymond James Financial Inc. 0.03% Add +4.5% 623,328 $77.1M
Bridgewater Associates 0.35% Add +77.3% 614,430 $76.0M
Rhumbline Advisers 0.07% Add +6.9% 602,698 $74.6M
Wells Fargo & Company 0.02% Add +17.2% 595,947 $73.7M
Envestnet Asset Management Inc. 0.02% Add +12.7% 594,157 $73.5M
Allianz Asset Management GmbH 0.11% Reduce -27.6% 585,915 $72.5M
Equity Investment Corp. 1.61% Reduce -0.8% 580,834 $71.9M
Storebrand Asset Management As 0.23% Reduce -1.7% 559,487 $69.2M
Clearbridge Investments, LLC 0.06% Reduce -2.7% 553,789 $68.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +13.1% 526,867 $65.2M
CANADA LIFE ASSURANCE Co 0.11% Add +3.1% 498,423 $61.8M
National Pension Service 0.06% Add +3.0% 474,322 $58.7M
Janus Henderson Group PLC 0.03% Reduce -3.0% 469,983 $57.4M
Macquarie Group Ltd. 0.07% Reduce -2.3% 453,086 $56.1M
Jupiter Asset Management Ltd. 0.50% Reduce -23.4% 421,582 $52.2M
Ensign Peak Advisors, Inc 0.10% Reduce -1.8% 409,321 $50.6M
Zacks Investment Management 0.47% Add +3.1% 406,879 $50.3M
Russell Investments Group, Ltd. 0.07% Reduce -23.3% 404,610 $50.0M
Danske Bank A/S 0.15% Add +6.9% 402,871 $49.8M
California State Teachers Retirement System 0.06% Reduce -1.5% 400,987 $49.6M
Skandinaviska Enskilda Banken AB (publ) 0.24% Reduce -6.3% 399,949 $49.5M
Pictet Asset Management Holding SA 0.05% Reduce -0.2% 383,144 $47.4M
Assenagon Asset Management S.A. 0.08% Reduce -57.6% 369,484 $45.7M
TD Asset Management Inc 0.04% Reduce -7.3% 367,303 $45.4M
O'shaughnessy Asset Management, LLC 0.36% Reduce -31.1% 365,445 $45.2M
Principal Financial Group Inc. 0.02% Add +3.3% 357,885 $44.3M
Alliancebernstein L.P. 0.02% Reduce -0.5% 348,582 $43.1M
Bank of Montreal 0.02% Reduce -19.9% 347,955 $43.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Reduce -2.1% 343,707 $42.5M
Teacher Retirement System of Texas 0.18% Reduce -52.5% 343,507 $42.5M
Manufacturers Life Insurance Company, The 0.04% Reduce -18.2% 333,089 $41.2M
Vest Financial, LLC 0.63% Add +9.6% 327,478 $40.5M
Citigroup Inc. 0.03% Add +4.6% 325,722 $40.3M
Canada Pension Plan Investment Board 0.04% Reduce -7.3% 321,999 $39.8M
Deprince Race & Zollo Inc. 0.82% Reduce -15.3% 318,988 $39.5M
State Board of Administration of Florida Retirement System 0.08% No change 314,785 $38.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Add +12.9% 306,925 $38.0M
Aware Super Pty Ltd as trustee of Aware Super 0.64% No change 305,054 $37.7M
Brandywine Global Investment Management, LLC 0.27% Add +74.8% 303,499 $37.6M
DNB Asset Management AS 0.17% Add +3.5% 300,059 $37.1M
Retirement Systems of Alabama 0.14% Reduce -1.2% 297,338 $36.8M
New York State Teachers Retirement System 0.08% Reduce -3.5% 289,889 $35.9M
Wedge Capital Management L L P 0.69% Reduce -10.5% 289,548 $35.8M
BI Asset Management Fondsmaeglerselskab A/S 0.40% Add +10.3% 283,578 $35.1M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Add +55.4% 282,429 $34.9M
Federated Hermes, Inc. 0.07% Add +4.9% 279,599 $34.6M
Stifel Financial Corp. 0.04% Add +10.2% 274,566 $34.0M
KLP Kapitalforvaltning As 0.16% Add +0.0% 265,594 $33.0M
RiverFront Investment Group, LLC 0.72% Add +7.5% 261,987 $32.4M
Qube Research & Technologies Ltd 0.05% Reduce -17.9% 261,770 $32.4M
Aberdeen Group plc 0.06% Add +84.0% 253,815 $31.3M
Voya Investment Management LLC 0.04% Add +1.6% 249,602 $30.9M
Achmea Investment Management B.V. 0.44% Add +4.9% 244,894 $30.3M
Foundry Partners, LLC 1.59% Add +17.1% 243,299 $30.1M
Korea Investment CORP 0.07% Reduce -26.9% 238,490 $29.5M
National Bank of Canada 0.03% Reduce -37.0% 235,372 $29.1M
Ceredex Value Advisors LLC 0.64% Reduce -11.6% 235,295 $29.1M
Royal London Asset Management Ltd. 0.07% Add +8.6% 234,075 $29.0M
APG Asset Management N.V. 0.09% Reduce -6.1% 252,700 $28.9M
Lazard Asset Management LLC 0.05% Reduce -2.4% 233,706 $28.9M
Sei Investments Co. 0.03% Reduce -5.3% 214,880 $26.6M
LPL Financial LLC 0.01% Add +2.6% 211,874 $26.2M
Unigestion Holding SA 1.54% Add +2.7% 211,858 $26.2M
Jacobs Levy Equity Management, Inc. 0.10% Reduce -2.6% 207,267 $25.6M
Aviva PLC 0.06% Add +16.2% 205,372 $25.4M
QRG Capital Management, Inc. 0.26% Reduce -1.2% 201,170 $24.9M
Mercer Global Advisors Inc. 0.06% Add +4.2% 200,323 $24.8M
Neuberger Berman Group LLC 0.02% Add +9.5% 197,339 $24.4M
AMF Tjanstepension AB 0.18% Reduce -1.0% 196,127 $24.3M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -41.6% 192,954 $23.9M
Natixis Advisors, LLC 0.04% Add +4.7% 189,173 $23.4M
New York State Common Retirement Fund 0.03% Reduce -19.4% 186,738 $23.1M
Martingale Asset Management L P 0.57% Add +0.7% 182,420 $22.6M
Prudential Financial Inc. 0.03% Reduce -10.2% 176,225 $21.8M
Natixis 0.12% Add +45.9% 169,165 $20.9M
Freestone Grove Partners LP 0.21% Reduce -61.3% 163,720 $20.3M
Eastern Bank 0.40% Reduce -21.4% 163,605 $20.2M
Illinois Municipal Retirement Fund 0.29% Reduce -1.6% 163,600 $20.2M
State of Wisconsin Investment Board 0.05% Reduce -17.6% 163,286 $20.2M
Treasurer of the State of North Carolina 0.08% Add +12.3% 161,583 $20.0M
Pinebridge Investments, L.P. 0.16% Reduce -48.9% 161,130 $19.9M
GMO 0.06% Add +12.6% 160,203 $19.8M
M&G PLC 0.13% Reduce -6.7% 159,001 $19.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +22.8% 159,216 $19.7M
Public Employees Retirement System of Ohio 0.07% Add +22.9% 156,742 $19.4M
Acadian Asset Management LLC 0.05% Reduce -79.8% 154,439 $19.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +6.4% 153,800 $19.0M
Asset Management One Co., Ltd. 0.06% Add +5.4% 151,775 $18.8M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -0.8% 151,470 $18.7M
Toronto Dominion Bank 0.05% Reduce -3.6% 149,902 $18.5M
Guardian Capital LP 0.72% Add +0.2% 146,926 $18.2M
Andra AP-fonden 0.29% Reduce -26.1% 142,100 $17.6M
Gotham Asset Management 0.15% Reduce -2.6% 141,977 $17.6M
DekaBank Deutsche Girozentrale 0.03% Add +4.1% 144,380 $17.5M
PNC Financial Services Group, Inc. 0.01% Reduce -0.0% 135,678 $16.8M
Janney Montgomery Scott LLC 0.05% Reduce -2.8% 135,206 $16.7M
Daiichi Life Insurance Co., Ltd. 0.48% Reduce -5.4% 132,339 $16.4M
Prudential PLC 0.08% Add +139.1% 131,780 $16.3M
Truist Financial Corp. 0.03% Add +1.3% 130,933 $16.2M
SG Americas Securities, LLC 0.06% Add +7017.3% 129,819 $16.1M
Globeflex Capital L P 1.46% No change 128,013 $15.8M
Nomura Asset Management Co. Ltd. 0.05% Add +3.2% 126,943 $15.7M
US Bancorp \de 0.02% Reduce -0.9% 126,352 $15.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Add +3.1% 121,655 $15.1M
Allspring Global Investments Holdings, LLC 0.03% Reduce -9.6% 119,040 $14.8M
Forsta Ap-Fonden 0.11% Add +2.0% 118,800 $14.7M
Credit Agricole S A 0.06% Reduce -10.7% 118,418 $14.7M
Commonwealth Equity Services, LLC 0.02% Reduce -5.7% 113,834 $14.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.10% — 113,300 $14.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.77% No change 110,565 $13.7M
Silvercrest Asset Management Group LLC 0.10% Add +1.6% 109,801 $13.6M
Mn Services Vermogensbeheer B.V. 0.10% Reduce -7.2% 108,800 $13.5M
Cohen Klingenstein LLC 0.48% Reduce -0.6% 108,133 $13.4M
Foster & Motley Inc. 0.82% Add +0.7% 104,775 $13.0M
Marshall Wace, LLP 0.02% Add +9.1% 104,674 $13.0M
State of Tennessee, Department of Treasury 0.05% Reduce -2.0% 104,444 $12.9M
Swiss Life Asset Management Ltd 0.09% Reduce -3.5% 103,020 $12.7M
Corient Private Wealth LP 0.02% Add +14.6% 101,042 $12.5M
Clear Harbor Asset Management, LLC 0.98% Reduce -1.0% 99,440 $12.3M
Alaska Permanent Fund Corp 0.17% No change 99,747 $12.2M
Gillson Capital LP 1.04% New 98,400 $12.2M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -0.9% 96,117 $11.9M
Rafferty Asset Management, LLC 0.05% Reduce -7.8% 94,287 $11.7M
PGGM Investments 0.16% No change 93,731 $11.6M
Resona Asset Management Co.,Ltd. 0.07% Add +7.6% 93,857 $11.6M
Creative Planning 0.01% Add +14.7% 93,596 $11.6M
Weiss Asset Management LP 0.45% New 93,310 $11.5M
Gabelli Funds LLC 0.09% Reduce -1.6% 92,500 $11.4M
State of New Jersey Common Pension Fund D 0.05% Reduce -11.6% 92,231 $11.4M
D. E. Shaw & Co. 0.01% Add +258.8% 92,113 $11.4M
Manning & Napier Advisors LLC 0.14% Reduce -7.9% 91,348 $11.3M
HighTower Advisors, LLC 0.02% Reduce -11.1% 89,679 $11.1M
F/m Investments LLC 0.43% Reduce -5.6% 86,651 $10.7M
Lighthouse Investment Partners, LLC 0.49% Reduce -31.2% 85,748 $10.6M
Nisa Investment Advisors, LLC 0.05% Add +0.3% 85,137 $10.6M
Arizona State Retirement System 0.07% Reduce -1.5% 83,833 $10.4M
Bank of Nova Scotia 0.02% Add +92.5% 83,431 $10.3M
Lockheed Martin Investment Management Co. 0.42% Reduce -2.3% 82,720 $10.2M
State of Michigan Retirement System 0.06% Reduce -0.8% 82,041 $10.2M
ProShare Advisors LLC 0.02% Add +3.7% 80,358 $9.9M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -23.4% 77,906 $9.6M
AXA S.A. 0.03% Add +2.7% 77,870 $9.6M
First Financial Bank - Trust Division 0.93% Reduce -9.2% 77,785 $9.6M
Public Sector Pension Investment Board 0.04% Add +2.2% 76,849 $9.5M
IFM Investors Pty Ltd 0.10% No change 76,591 $9.5M
Oddo BHF Asset Management Sas 0.38% New 74,892 $9.3M
MetLife Investment Management, LLC 0.05% Reduce -2.6% 74,728 $9.2M
Cerity Partners LLC 0.02% Add +5.2% 74,427 $9.2M
Comerica Bank 0.04% Reduce -12.7% 74,422 $9.2M
Squarepoint Ops LLC 0.02% Add +837.0% 72,984 $9.0M
Mutual of America Capital Management LLC 0.10% Reduce -7.4% 72,567 $9.0M
Capital Fund Management S.A. 0.11% Reduce -28.4% 71,991 $8.9M
STRS Ohio 0.04% Reduce -11.0% 71,761 $8.9M
EDENTREE ASSET MANAGEMENT Ltd 2.97% Reduce -0.2% 71,546 $8.9M
Intech Investment Management LLC 0.09% Reduce -40.4% 70,988 $8.8M
Susquehanna International Group, LLP 0.01% Reduce -43.2% 70,973 $8.8M
Knights of Columbus Asset Advisors LLC 0.60% Add +6.1% 70,135 $8.7M
Corebridge Financial, Inc. 0.05% Reduce -4.2% 68,316 $8.5M
ASR Vermogensbeheer N.V. 0.12% — 68,204 $8.4M
Ritholtz Wealth Management 0.25% Add +2.7% 67,631 $8.4M
Czech National Bank 0.07% Add +5.1% 66,057 $8.2M
U.S. Capital Wealth Advisors, LLC 0.25% Reduce -2.4% 65,987 $8.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +6.7% 65,770 $8.1M
Mackenzie Financial Corp. 0.01% Reduce -1.0% 63,731 $7.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -9.7% 63,737 $7.8M
Carret Asset Management, LLC 0.87% Reduce -0.0% 62,532 $7.7M
Vanguard Personalized Indexing Management, LLC 0.11% Add +10.1% 62,339 $7.7M
Federation des caisses Desjardins du Quebec 0.04% Reduce -37.7% 62,291 $7.7M
Sit Investment Associates Inc. 0.18% New 62,070 $7.7M
Cetera Investment Advisers 0.01% Add +13.4% 62,049 $7.7M
Crossmark Global Holdings, Inc. 0.13% Add +3.1% 60,513 $7.5M
GHP Investment Advisors, Inc. 0.35% Add +4.2% 59,695 $7.4M
Bokf, NA 0.13% Reduce -1.7% 58,131 $7.2M
AMJ Financial Wealth Management 2.13% New 57,396 $7.1M
FIL Ltd 0.01% Reduce -0.2% 57,211 $7.1M
Sienna Gestion 0.57% Reduce -10.8% 58,802 $7.1M
Amalgamated Bank 0.06% Add +0.7% 56,682 $7.0M
HRT Financial LP 0.04% Reduce -8.5% 56,250 $7.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -1.2% 55,444 $6.9M
NewEdge Advisors, LLC 0.04% Add +12.1% 55,254 $6.8M
Mariner, LLC 0.01% Add +2.2% 54,776 $6.8M
Hunter Perkins Capital Management, LLC 1.58% Reduce -39.5% 54,506 $6.8M
Kingsview Wealth Management, LLC 0.13% Add +72.0% 53,987 $6.7M
Gateway Investment Advisers LLC 0.08% Add +1.1% 53,890 $6.7M
Woodley Farra Manion Portfolio Management Inc. 0.33% Add +0.1% 52,972 $6.6M
Daiwa Securities Group Inc. 0.03% Add +15.3% 52,806 $6.5M
Berger Financial Group, Inc 0.45% Reduce -6.6% 52,440 $6.5M
Ethic Inc. 0.13% Reduce -9.9% 50,225 $6.2M
Handelsbanken Fonder AB 0.02% Add +3.0% 48,709 $6.0M
Investment Management Corp of Ontario 0.12% New 48,645 $6.0M
Utah Retirement Systems 0.07% No change 47,973 $5.9M
Flputnam Investment Management Co. 0.11% Reduce -0.3% 47,387 $5.9M
M&T Bank Corp 0.02% Add +0.8% 47,255 $5.8M
Quantinno Capital Management LP 0.04% Add +86.5% 46,886 $5.8M
Promethos Capital, LLC 2.10% Reduce -2.5% 46,269 $5.7M
Xponance LLC 0.06% Reduce -0.1% 46,195 $5.7M
Benson Investment Management Company, Inc. 2.46% Reduce -1.9% 45,464 $5.6M
Shell Asset Management Co. 0.26% Reduce -3.5% 45,023 $5.6M
Susquehanna Fundamental Investments, LLC 0.09% Add +219.4% 44,719 $5.5M
New Vernon Investment Management LLC 7.39% Add +1685.7% 44,643 $5.5M
CIBC Asset Management Inc 0.02% Reduce -1.4% 44,625 $5.5M
TKG Advisors, LLC 2.70% Add +5.4% 44,287 $5.5M
Police & Firemen's Retirement System of New Jersey 0.05% No change 43,821 $5.4M
Monte Financial Group, LLC 2.37% Reduce -2.1% 45,957 $5.4M
New York Life Investment Management LLC 0.05% Reduce -1.1% 42,513 $5.3M
USS Investment Management Ltd 0.04% Reduce -28.4% 42,017 $5.2M
Trustmark Bank Trust Department 0.38% Reduce -3.3% 41,521 $5.1M
Rockefeller Capital Management L.P. 0.01% Add +1.6% 41,323 $5.1M
Wealthfront Advisers LLC 0.01% Add +8.2% 40,710 $5.0M
Jane Street Group, LLC 0.01% Reduce -82.4% 40,401 $5.0M
Caprock Group, LLC 0.15% Add +1.4% 40,048 $5.0M
Kintegral Advisory, LLC 0.50% Reduce -0.3% 39,937 $5.0M
Generali Asset Management SPA SGR 0.12% Reduce -26.6% 39,860 $4.9M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -18.6% 39,509 $4.9M
Yousif Capital Management, LLC 0.06% Reduce -15.8% 39,436 $4.9M
Pathstone Holdings, LLC 0.02% Add +3.7% 39,408 $4.9M
Candriam S.C.A. 0.03% Reduce -14.0% 38,870 $4.8M
Cibc World Market Inc. 0.01% Reduce -17.5% 37,880 $4.7M
Northwest & Ethical Investments L.P. 0.13% Add +33.9% 37,772 $4.7M
Continuum Advisory, LLC 0.60% Add +0.4% 37,445 $4.6M
Impax Asset Management Group plc 0.03% Add +3.6% 37,326 $4.6M
First Citizens Bank & Trust Co. 0.12% Add +4.0% 37,113 $4.6M
Elo Mutual Pension Insurance Co 0.10% Add +20.8% 36,216 $4.5M
Thrivent Financial for Lutherans 0.01% Reduce -8.5% 36,173 $4.5M
Fred Alger Management, LLC 0.03% Add +3.1% 35,601 $4.4M
Nissay Asset Management Corp. /Japan 0.03% Add +0.2% 35,667 $4.4M
Leuthold Group, LLC 0.57% Reduce -5.2% 35,558 $4.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +78.6% 35,352 $4.4M
Horizon Investment Services, LLC 2.12% Reduce -11.6% 35,252 $4.4M
BDF-Gestion 0.47% No change 35,043 $4.3M
NFC Investments, LLC 1.29% No change 35,000 $4.3M
Cibc World Markets Corp. 0.03% Reduce -24.1% 34,795 $4.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -17.0% 34,564 $4.3M
MML Investors Services, LLC 0.01% Add +8.9% 34,388 $4.3M
Stanley-Laman Group, Ltd. 0.65% Reduce -0.9% 34,294 $4.2M
Sanctuary Advisors, LLC 0.03% Add +13.0% 34,288 $4.2M
Mount Lucas Management LP 1.99% Reduce -4.8% 34,128 $4.2M
Meiji Yasuda Asset Management Co Ltd. 0.17% Add +132.7% 33,877 $4.2M
Ostrum Asset Management 0.22% Add +14.1% 33,744 $4.2M
Glenmede Trust Co. NA 0.02% Reduce -59.9% 33,714 $4.2M
State of Alaska, Department of Revenue 0.05% Add +2.0% 33,705 $4.2M
OP Asset Management Ltd 0.07% — 33,565 $4.2M
Uncommon Cents Investing LLC 1.21% Reduce -2.5% 33,430 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +2.0% 33,158 $4.1M
Railway Pension Investments Ltd 0.06% No change 32,900 $4.1M
Richard Bernstein Advisors LLC 0.10% Reduce -4.7% 32,530 $4.0M
Signet Financial Management, LLC 0.51% Reduce -0.3% 30,732 $3.8M
Strategic Global Advisors, LLC 0.74% Add +4.3% 30,409 $3.8M
Radnor Capital Management, LLC 0.63% Reduce -0.9% 30,222 $3.7M
Dean Investment Associates, LLC 0.55% Add +3.6% 30,165 $3.7M
Twin Capital Management Inc. 0.43% Add +24.0% 29,992 $3.7M
Point72 Europe (London) LLP 0.26% New 29,950 $3.7M
Institute for Wealth Management, LLC. 0.46% Reduce -3.4% 28,934 $3.6M
Ballentine Partners, LLC 0.06% Add +12.2% 28,906 $3.6M
Jump Financial, LLC 0.05% Add +330.6% 28,218 $3.5M
Summit Place Financial Advisors, LLC 1.92% Add +2.9% 27,510 $3.4M
Metis Global Partners, LLC 0.10% Add +51.1% 27,448 $3.4M
UniSuper Management Pty Ltd 0.03% Reduce -0.8% 27,339 $3.4M
NorthCoast Asset Management LLC 0.02% Add +76.1% 26,808 $3.3M
CHB Investment Group, LLC 1.74% Add +0.5% 26,483 $3.3M
Osaic Holdings, Inc. 0.01% Reduce -54.8% 26,467 $3.3M
Rakuten Investment Management, Inc. 0.01% — 26,350 $3.2M
Financial Advisory Partners, LLC 1.07% Add +0.6% 25,909 $3.2M
Baird Financial Group, Inc. 0.01% Add +19.8% 25,597 $3.2M
1832 Asset Management L.P. 0.01% Reduce -12.6% 25,553 $3.2M
Pitcairn Co. 0.19% Reduce -6.8% 25,294 $3.1M
Oregon Public Employees Retirement Fund 0.06% Add +1.3% 25,152 $3.1M
Twinbeech Capital LP 0.06% Reduce -76.8% 25,071 $3.1M
Schonfeld Strategic Advisors LLC 0.02% Reduce -79.8% 24,982 $3.1M
Brown Advisory Inc. 0.00% Add +0.1% 24,273 $3.0M
Public Employees Retirement Association of Colorado 0.01% Reduce -19.6% 24,124 $3.0M
Fuller & Thaler Asset Management, Inc. 0.01% Add +20.2% 24,014 $3.0M
Tredje AP-fonden 0.03% No change 23,840 $2.9M
Guggenheim Capital LLC 0.03% Reduce -5.6% 23,606 $2.9M
Agf Management Ltd. 0.02% Add +10.7% 23,555 $2.9M
Monument Capital Management 0.88% Add +4.4% 23,201 $2.9M
Fifth Third Bancorp 0.01% Add +9.7% 23,190 $2.9M
Mizuho Securities USA LLC 0.06% Reduce -16.2% 23,028 $2.8M
Knollwood Investment Advisory, LLC 0.31% No change 22,926 $2.8M
iA Global Asset Management Inc. 0.05% Reduce -0.3% 22,676 $2.8M
Greenleaf Trust 0.03% Add +1.1% 22,652 $2.8M
Empowered Funds, LLC 0.04% Reduce -21.1% 22,568 $2.8M
Teachers Retirement System of the State of Kentucky 0.03% Add +3.1% 22,378 $2.8M
MUFG Securities EMEA plc 0.07% New 21,999 $2.7M
Intrust Bank NA 0.27% Add +2.1% 21,967 $2.7M
Captrust Financial Advisors 0.01% Add +2.5% 21,924 $2.7M
Wbi Investments, LLC 0.71% New 21,855 $2.7M
Private Advisor Group, LLC 0.02% Add +4.7% 21,700 $2.7M
Lanark Financial, Inc. 0.23% — 21,574 $2.7M
Klein Pavlis & Peasley Financial, Inc. 1.91% Add +43.9% 21,300 $2.6M
SteelPeak Wealth, LLC 0.11% Add +107.9% 21,267 $2.6M
Bailard, Inc. 0.07% Reduce -0.2% 21,353 $2.6M
Aviso Financial Inc. 0.13% Add +7.4% 21,259 $2.6M
Park Avenue Securities LLC 0.03% Add +5.8% 21,090 $2.6M
G&S Capital LLC 1.10% Add +0.3% 20,881 $2.6M
Worldquant Millennium Advisors LLC 0.02% New 20,789 $2.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.08% Reduce -12.6% 20,748 $2.6M
Savant Capital, LLC 0.02% Reduce -30.1% 20,475 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.1% 20,289 $2.5M
New Age Alpha Advisors, LLC 0.11% Add +309.8% 19,997 $2.5M
NEOS Investment Management LLC 0.05% Add +23.2% 19,926 $2.5M
D.A. Davidson & Co. 0.02% Add +1.6% 19,806 $2.5M
Kentucky Retirement Systems 0.07% Reduce -1.9% 19,762 $2.4M
Harvest Investment Advisors, LLC 1.76% Reduce -1.0% 19,674 $2.4M
Aurora Investment Counsel 1.35% New 19,668 $2.4M
Kestra Advisory Services, LLC 0.01% Reduce -0.6% 19,610 $2.4M
Cinctive Capital Management LP 0.19% New 19,576 $2.4M
Atlantic Union Bankshares Corp 0.15% Add +2.4% 19,425 $2.4M
Vestmark Advisory Solutions, Inc. 0.06% Add +286.3% 19,278 $2.4M
Stephens Inc. 0.03% Add +0.7% 19,087 $2.4M
Lombard Odier Asset Management (Switzerland) SA 0.13% Reduce -0.6% 18,530 $2.3M
Avanza Fonder AB 0.07% Reduce -21.0% 17,782 $2.2M
Cunning Capital Partners, LP 1.40% Reduce -0.6% 17,698 $2.2M
Yarbrough Capital, LLC 0.09% No change 17,690 $2.2M
Advisors Asset Management, Inc. 0.04% Reduce -16.2% 17,455 $2.2M
Gulf International Bank (UK) Ltd 0.07% Reduce -29.2% 17,151 $2.1M
Commerzbank Aktiengesellschaft 0.05% Add +184.4% 17,057 $2.1M
Tower Research Capital LLC (TRC) 0.06% Reduce -29.2% 16,632 $2.1M
Plato Investment Management Ltd 0.17% Reduce -10.9% 16,453 $2.1M
EP Wealth Advisors, LLC 0.02% Reduce -1.4% 16,611 $2.1M
Zions Bancorporation, National Association 0.13% — 16,561 $2.0M
Dean Capital Management 0.88% Add +2.0% 16,370 $2.0M
Sterling Capital Management LLC 0.03% Reduce -6.2% 16,144 $2.0M
Ascent Group, LLC 0.09% Reduce -2.4% 16,131 $2.0M
Parallel Advisors, LLC 0.05% Reduce -6.6% 16,104 $2.0M
Hancock Whitney Corp. 0.06% Reduce -3.4% 16,065 $2.0M
Advisor Resource Council 0.16% New 17,764 $2.0M
Norinchukin Bank, The 0.04% Add +15.3% 15,577 $1.9M
Icon Advisers Inc. 0.45% No change 15,500 $1.9M
Louisiana State Employees Retirement System 0.04% Reduce -0.6% 15,500 $1.9M
American State Bank (Iowa) 1.16% Reduce -0.8% 15,496 $1.9M
Griffin Asset Management, Inc. 0.23% Add +114.9% 15,385 $1.9M
Tidal Investments LLC 0.02% Reduce -15.8% 15,316 $1.9M
Securian Asset Management, Inc. 0.06% Reduce -1.8% 15,221 $1.9M
Cwm, LLC 0.01% Add +1.9% 15,129 $1.9M
Pacer Advisors, Inc. 0.00% Reduce -68.9% 14,806 $1.8M
Insight Wealth Strategies, LLC 0.24% Add +0.2% 14,634 $1.8M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -4.5% 14,552 $1.8M
Easterly Investment Partners LLC 0.15% No change 14,530 $1.8M
Prossimo Advisors, LLC 1.34% Reduce -1.9% 14,445 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -1.3% 14,414 $1.8M
GeoWealth Management, LLC 0.07% Reduce -4.0% 14,384 $1.8M
Focus Partners Wealth 0.00% Add +0.0% 14,372 $1.8M
Mach-1 Financial Group, LLC 0.53% New 14,349 $1.8M
Advisory Services Network, LLC 0.03% Reduce -0.1% 14,237 $1.8M
Vinva Investment Management Ltd 0.07% Add +9.6% 14,327 $1.8M
Orion Porfolio Solutions, LLC 0.02% Add +21.2% 13,899 $1.7M
Orion Portfolio Solutions, LLC 0.02% Add +21.2% 13,899 $1.7M
Keybank National Association 0.01% Reduce -0.3% 13,813 $1.7M
Groupama Asset Managment 0.03% Reduce -5.9% 13,918 $1.7M
Sequoia Financial Advisors, LLC 0.01% Reduce -0.1% 13,597 $1.7M
New Mexico Educational Retirement Board 0.06% Reduce -2.9% 13,591 $1.7M
Maryland State Retirement & Pension System 0.04% Reduce -12.4% 13,531 $1.7M
Moody Aldrich Partners LLC 0.35% Reduce -27.2% 13,465 $1.7M
NorthCrest Asset Manangement, LLC 0.05% Add +1.2% 13,449 $1.7M
Cornercap Investment Counsel Inc. 0.87% Reduce -1.3% 13,436 $1.7M
Trivium Point Advisory, LLC 0.20% Reduce -12.4% 13,294 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -65.5% 13,185 $1.6M
Mystic Asset Management, Inc. 0.42% No change 12,953 $1.6M
ING Groep NV 0.01% Reduce -1.5% 12,900 $1.6M
OneDigital Investment Advisors LLC 0.02% Add +11.4% 12,863 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.7% 12,748 $1.6M
NewEdge Wealth, LLC 0.03% Add +44.0% 12,554 $1.6M
Virtus Investment Advisers, LLC 0.43% Add +398.7% 12,527 $1.5M
Quantbot Technologies LP 0.05% Reduce -21.7% 12,443 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +2.2% 12,401 $1.5M
Pensionfund Sabic 0.45% Reduce -15.9% 12,200 $1.5M
AG2R La Mondiale Gestion D'actifs 0.08% — 11,519 $1.5M
Avantax Advisory Services, Inc. 0.01% Reduce -25.4% 12,077 $1.5M
E. Ohman J:or Asset Management AB 0.04% Reduce -9.1% 11,909 $1.5M
CI Investments Inc. 0.01% Add +0.3% 11,884 $1.5M
Bessemer Group Inc. 0.00% Reduce -72.8% 11,587 $1.4M
GAMMA Investing LLC 0.11% Add +14.4% 11,509 $1.4M
Vident Advisory, LLC 0.02% Reduce -68.5% 11,470 $1.4M
iSAM Funds (UK) Ltd 0.70% New 11,397 $1.4M
South Dakota Investment Council 0.03% No change 11,344 $1.4M
CreativeOne Wealth, LLC 0.04% Reduce -4.0% 11,291 $1.4M
Banque Cantonale Vaudoise 0.06% — 11,261 $1.4M
Commerce Bank 0.01% Reduce -0.4% 11,095 $1.4M
Independent Advisor Alliance 0.05% Add +0.6% 11,038 $1.4M
Allstate Corp. 0.04% Add +26.6% 11,015 $1.4M
Ontario Teachers Pension Plan Board 0.02% Add +3.8% 10,899 $1.3M
Empirical Finance, LLC 0.08% Add +2.5% 10,894 $1.3M
Praxis Investment Management Inc. 0.09% No change 10,830 $1.3M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.3% 10,714 $1.3M
Williamson Legacy Group, LLC 1.25% Add +83.9% 10,674 $1.3M
Atria Investments, Inc 0.02% Add +16.5% 10,671 $1.3M
AlphaQuest LLC 0.14% Reduce -15.3% 10,669 $1.3M
Redwood Investment Management, LLC 0.14% Reduce -19.3% 10,546 $1.3M
Diversified Trust Co. 0.03% Add +0.7% 10,532 $1.3M
Synovus Financial Corp. 0.02% Reduce -0.7% 10,478 $1.3M
Moors & Cabot, Inc. 0.06% Add +5.0% 10,223 $1.3M
Huntington National Bank 0.01% Reduce -4.5% 10,145 $1.3M
&partners 0.01% Add +6.0% 10,263 $1.2M
Lifestyle Asset Management, Inc. 0.68% Reduce -12.8% 10,033 $1.2M
Meiji Yasuda Life Insurance Co 0.02% Reduce -2.6% 10,024 $1.2M
NJ State Employees Deferred Compensation Plan 0.16% No change 10,000 $1.2M
Guidance Capital, Inc. 0.37% Add +4.7% 9,664 $1.2M
Thoroughbred Financial Services, LLC 0.07% Reduce -24.0% 9,695 $1.2M
Raiffeisen Bank International AG 0.02% Reduce -35.9% 9,796 $1.2M
Brevan Howard Capital Management LP 0.03% New 9,628 $1.2M
Ieq Capital, LLC 0.01% Reduce -7.5% 9,607 $1.2M
Severin Investments, LLC 1.18% Reduce -6.2% 9,542 $1.2M
Rehmann Capital Advisory Group 0.07% Reduce -18.9% 9,444 $1.2M
Ramirez Asset Management, Inc. 0.24% No change 9,420 $1.2M
Cresset Asset Management, LLC 0.01% Add +3.3% 9,357 $1.2M
Erste Asset Management GmbH 0.01% No change 9,500 $1.2M
Argent Trust Co 0.05% Add +1.3% 9,245 $1.1M
Townsquare Capital LLC 0.01% Add +17.8% 9,216 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.6% 9,147 $1.1M
Vontobel Holding Ltd. 0.00% Reduce -1.9% 9,132 $1.1M
Nomura Holdings Inc. 0.01% Reduce -4.9% 9,078 $1.1M
Wedbush Securities Inc. 0.04% Add +16.9% 9,039 $1.1M
Icon Wealth Advisors, LLC 0.09% New 9,033 $1.1M
Two Sigma Advisers, LP 0.00% Reduce -77.1% 8,800 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +0.9% 8,610 $1.1M
Mission Wealth Management, LP 0.03% Add +4.5% 8,566 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 8,532 $1.1M
Inceptionr LLC 0.31% Reduce -10.8% 8,457 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -46.8% 8,417 $1.0M
CSS LLC 0.21% Add +1.6% 8,349 $1.0M
XTX Topco Ltd 0.05% New 8,331 $1.0M
Merit Financial Group, LLC 0.02% Add +17.5% 8,317 $1.0M
Allworth Financial LP 0.01% Add +5.5% 8,544 $1.0M
Redhawk Wealth Advisors, Inc. 0.14% Reduce -8.1% 8,219 $1.0M
Brookwood Investment Group LLC 0.17% — 8,217 $1.0M
Baader Bank Aktiengesellschaft 0.10% Add +0.4% 8,178 $1.0M
Connecticut Wealth Management, LLC 0.05% Reduce -15.7% 8,137 $1.0M
Aptus Capital Advisors, LLC 0.01% Add +64.4% 8,021 $992K
Mark Sheptoff Financial Planning, LLC 0.54% No change 7,960 $985K
Coldstream Capital Management Inc. 0.02% Add +6.6% 7,945 $983K
Axecap Investments, LLC 0.83% Reduce -30.8% 7,895 $977K
Siemens Fonds Invest GmbH 0.07% Add +2.9% 7,837 $970K
State of Wyoming 0.13% Add +31.7% 7,828 $969K
V-Square Quantitative Management LLC 0.14% Add +2.8% 7,817 $967K
Freedom Investment Management, Inc. 0.08% Reduce -28.9% 7,715 $955K
Bank of Hawaii 0.05% Reduce -4.0% 7,682 $950K
Blair William & Co. 0.00% Add +2.8% 7,674 $950K
HB Wealth Management, LLC 0.01% Add +52.3% 7,588 $939K
Quadrant Capital Group LLC 0.03% Add +88.3% 7,537 $933K
Kathmere Capital Management, LLC 0.08% Add +7.5% 7,529 $932K
Mediolanum International Funds Ltd 0.01% No change 7,568 $925K
Advisors Capital Management, LLC 0.01% Add +1.9% 7,474 $925K
Regions Financial Corp. 0.01% Reduce -22.4% 7,458 $923K
HBK Sorce Advisory LLC 0.03% Reduce -0.4% 7,402 $916K
Qtron Investments LLC 0.13% Reduce -11.1% 7,186 $889K
Cullen/Frost Bankers, Inc. 0.01% Add +10.0% 7,170 $887K
Applied Finance Capital Management, LLC 0.06% Add +14.1% 7,016 $868K
TFB Advisors LLC 0.25% Reduce -10.5% 6,949 $860K
First National Bank of Mount Dora, Trust Investment Services 0.21% Reduce -22.1% 6,920 $856K
Modern Wealth Management, LLC 0.03% New 6,900 $854K
Mount Vernon Associates Inc. 0.69% Reduce -2.8% 6,859 $849K
Advus Financial Partners, LLC 0.24% Add +3.4% 6,856 $848K
Integrated Wealth Concepts LLC 0.01% Add +2.2% 6,822 $844K
Monetary Management Group Inc. 0.23% Add +1.9% 6,800 $841K
Systematic Financial Management LP 0.02% No change 6,775 $838K
Haven Private, LLC 0.47% Reduce -1.4% 6,756 $836K
Engineers Gate Manager LP 0.01% Reduce -85.3% 6,699 $829K
My Legacy Advisors, LLC 0.32% Reduce -3.3% 6,687 $827K
SRN Advisors, LLC 0.92% Reduce -2.8% 6,604 $817K
United Services Automobile Association 0.03% New 6,671 $815K
Challenger Wealth Management 0.64% Add +0.3% 6,567 $812K
Nicholas Hoffman & Company, LLC. 0.03% Add +10.7% 6,510 $806K
Stratos Investment Management, LLC 0.04% Add +49.4% 6,459 $799K
Atlas Capital Advisors Inc. 0.10% Add +95.1% 6,443 $797K
Cambria Investment Management, L.P. 0.06% Reduce -5.5% 6,420 $794K
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -82.1% 6,416 $794K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +118.3% 6,345 $785K
HUB Investment Partners, LLC 0.03% Add +9.3% 6,300 $779K
Oak Associates Ltd. 0.06% Reduce -0.2% 6,263 $775K
Jain Global LLC 0.02% Add +12.8% 6,242 $772K
BOK Financial Private Wealth, Inc. 0.06% Add +1.5% 6,183 $768K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Reduce -15.1% 6,200 $767K
Signaturefd, LLC 0.01% Add +2.2% 6,151 $761K
Meeder Advisory Services, Inc. 0.05% Add +19.5% 6,149 $761K
Summit Financial, LLC 0.02% Reduce -10.4% 6,128 $758K
Focus Partners Advisor Solutions, LLC 0.01% Add +73.7% 6,007 $743K
Geneos Wealth Management Inc. 0.02% Add +7.9% 6,001 $743K
CFO4Life Group, LLC 0.12% Reduce -18.8% 5,959 $737K
Citadel Advisors 0.00% Reduce -98.3% 5,949 $736K
Vestcor Inc 0.02% Add +23.5% 5,951 $736K
CIBC Private Wealth Group LLC 0.00% Reduce -7.9% 6,647 $732K
Walleye Capital LLC 0.01% Add +30.5% 5,910 $731K
Johnson Investment Counsel Inc. 0.01% Reduce -7.2% 5,901 $730K
JB Capital LLC 0.04% Reduce -1.1% 5,887 $728K
Dynasty Wealth Management, LLC 0.01% Add +3.8% 5,842 $723K
Proficio Capital Partners LLC 0.06% Add +1.0% 5,831 $721K
Lido Advisors, LLC 0.00% Add +9.4% 5,773 $717K
Belpointe Asset Management LLC 0.04% Add +9.9% 5,771 $714K
International Assets Investment Management, LLC 0.06% Add +1.9% 5,766 $713K
Burney Co./ 0.03% No change 5,710 $706K
Aviance Capital Partners, LLC 0.10% No change 5,636 $697K
Quantessence Capital LLC 0.17% New 5,600 $693K
Vaughan Nelson Investment Management, L.P. 0.01% Add +1.7% 5,580 $690K
McGlone Suttner Wealth Management, Inc. 0.11% Add +5.6% 5,532 $684K
Hillsdale Investment Management Inc. 0.03% Reduce -18.1% 5,450 $674K
Verdence Capital Advisors LLC 0.05% Reduce -62.6% 5,441 $673K
Clark Capital Management Group, Inc. 0.00% Add +2.2% 5,418 $670K
Legacy Capital Wealth Partners, LLC 0.16% Add +3.5% 5,341 $661K
Jones Financial Companies LLLP 0.00% Add +21.5% 5,320 $651K
Accurate Wealth Management, LLC 0.12% Add +27.4% 5,554 $644K
Prime Capital Investment Advisors, LLC 0.01% Add +39.4% 5,135 $635K
DMC Group, LLC 0.52% Add +40.5% 5,114 $633K
Mufg Securities Americas Inc. 0.07% Add +18.9% 5,091 $630K
Farther Finance Advisors, LLC 0.02% Add +59.6% 5,026 $625K
Moneta Group Investment Advisors LLC 0.01% Add +43.8% 5,030 $622K
Choreo, LLC 0.01% Reduce -22.6% 4,992 $620K
Black Swift Group, LLC 0.14% No change 5,000 $619K
Meyer Handelman Co. 0.02% No change 4,998 $618K
Kestra Private Wealth Services, LLC 0.01% Add +17.6% 4,992 $618K
Beacon Pointe Advisors, LLC 0.01% Add +0.2% 4,989 $617K
Los Angeles Capital Management LLC 0.00% Reduce -84.4% 4,973 $615K
Snowden Capital Advisors LLC 0.02% Add +87.0% 4,927 $612K
Voleon Capital Management LP 0.05% New 4,934 $610K
Stonegate Investment Group, LLC 0.02% Add +24.1% 4,930 $610K
Hantz Financial Services, Inc. 0.01% Reduce -1.9% 4,916 $608K
LVW Advisors, LLC 0.07% Add +5.1% 4,878 $604K
Rwa Wealth Partners, LLC 0.01% Add +163.2% 4,854 $601K
Compound Planning, Inc. 0.03% Add +0.4% 4,854 $601K
Spire Wealth Management 0.02% Add +17.4% 4,809 $595K
Welch & Forbes LLC 0.01% Reduce -0.7% 4,781 $592K
Forum Financial Management, LP 0.01% No change 4,758 $589K
Oppenheimer Asset Management Inc. 0.01% New 4,739 $586K
Tectonic Advisors LLC 0.04% Reduce -0.9% 4,686 $580K
NTV Asset Management LLC 0.08% No change 4,680 $579K
Quantitative Investment Management, LLC 0.05% Reduce -41.4% 4,687 $579K
Citizens Financial Group Inc. 0.01% Reduce -41.5% 4,627 $575K
Graypoint LLC 0.04% Add +10.8% 4,634 $573K
Mgo One Seven LLC 0.02% Reduce -9.6% 4,628 $573K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -16.3% 4,602 $572K
AdviceOne Advisory Services, LLC 0.46% No change 4,571 $566K
Hamilton Capital Partners Inc. 0.04% Add +17.1% 4,571 $566K
S-Bank Fund Management Ltd 0.10% — 4,504 $557K
TD Private Client Wealth LLC 0.02% Reduce -0.6% 4,504 $557K
Brave Asset Management Inc. 0.17% Reduce -2.2% 4,487 $555K
Quarry LP 0.14% Add +430.2% 4,459 $552K
Frisch Financial Group, Inc. 0.15% Reduce -9.4% 4,416 $549K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -51.0% 4,432 $548K
Occudo Quantitative Strategies LP 0.07% New 4,481 $548K
Fifth Third Wealth Advisors LLC 0.03% Add +3.0% 4,415 $546K
Dale Q Rice Investment Management Ltd 0.28% No change 4,400 $544K
Composition Wealth, LLC 0.01% Reduce -8.1% 4,373 $541K
Wedmont Private Capital 0.03% Add +11.5% 4,650 $540K
Polymer Capital Management (US) LLC 0.16% New 4,334 $536K
AdvisorShares Investments LLC 0.10% No change 4,300 $535K
CX Institutional 0.02% Reduce -24.6% 4,309 $533K
Oppenheimer & Co. Inc. 0.01% Add +86.7% 4,306 $533K
Westover Capital Advisors, LLC 0.12% Reduce -5.5% 4,291 $531K
Edgestream Partners, L.P. 0.02% New 4,268 $528K
Flossbach Von Storch SE 0.00% New 4,250 $526K
UMB Bank, n.a. 0.01% Reduce -87.0% 4,229 $523K
Gryphon Financial Partners LLC 0.08% Add +0.3% 4,208 $521K
Caxton Associates LLP 0.02% — 4,196 $519K
Brooklyn Investment Group 0.11% Add +58.1% 4,181 $517K
Horizon Investments, LLC 0.02% Add +3.1% 4,161 $515K
World Investment Advisors 0.01% Add +26.0% 4,148 $513K
Burns Matteson Capital Management, LLC 0.27% New 4,088 $506K
Entropy Technologies, LP 0.05% New 4,085 $505K
Genus Capital Management Inc. 0.07% — 4,049 $501K
Apollon Wealth Management, LLC 0.01% Add +4.3% 4,043 $500K
SageView Advisory Group, LLC 0.02% Reduce -1.9% 4,033 $499K
Profund Advisors LLC 0.02% Reduce -6.2% 4,027 $498K
Naviter Wealth, LLC 0.06% Add +1.0% 4,049 $497K
Prospera Financial Services Inc 0.01% Add +65.6% 3,996 $495K
DAVENPORT & Co LLC 0.00% Add +9.4% 3,983 $493K
MTM Investment Management, LLC 0.19% No change 3,955 $492K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -2.1% 3,973 $492K
Lindbrook Capital, LLC 0.04% Add +16.8% 3,943 $488K
Smartleaf Asset Management LLC 0.05% Add +68.5% 3,948 $483K
Evergreen Capital Management LLC 0.02% Reduce -0.0% 3,850 $478K
Balyasny Asset Management L.P. 0.00% Reduce -77.3% 3,800 $470K
Wilmington Savings Fund Society, FSB 0.01% Reduce -15.1% 3,793 $469K
Whittier Trust Co. 0.01% Add +8.9% 3,785 $468K
Lane & Associates LLC 0.25% Reduce -0.2% 3,779 $468K
Grey Ledge Advisors, LLC 0.12% Reduce -1.3% 3,759 $465K
Sowell Financial Services LLC 0.02% New 3,756 $465K
WASHINGTON TRUST Co 0.02% Reduce -0.5% 3,750 $464K
Callan Family Office, LLC 0.03% Reduce -9.5% 3,700 $458K
BayBridge Capital Group, LLC 0.33% Reduce -26.6% 3,687 $456K
Seeds Investor LLC 0.13% Reduce -21.3% 3,678 $455K
Ipsen Advisor Group LLC 0.39% Reduce -9.3% 3,661 $453K
Abn Amro Investment Solutions 0.01% Reduce -5.3% 3,653 $452K
Keynote Financial Services LLC 0.32% New 3,646 $451K
Nemes Rush Group LLC 0.06% No change 3,644 $451K
Maridea Wealth Management LLC 0.15% New 3,643 $451K
Weil Company, Inc. 0.13% No change 3,572 $442K
Penserra Capital Management LLC 0.01% Add +70.1% 3,573 $441K
Palisades Hudson Asset Management, L.P. 0.20% No change 3,523 $436K
Relyea Zuckerberg Hanson LLC 0.06% Reduce -0.1% 3,519 $435K
SeaCrest Wealth Management, LLC 0.05% Reduce -0.9% 3,509 $434K
Financial Engines Advisors L.L.C. 0.00% Reduce -4.8% 3,508 $434K
Bridgewater Advisors Inc. 0.04% New 3,550 $434K
Csenge Advisory Group 0.02% Reduce -34.9% 3,663 $432K
Camelot Portfolios, LLC 0.27% New 3,477 $430K
Horan Capital Advisors, LLC. 0.14% No change 3,473 $430K
Teza Capital Management LLC 0.20% Add +62.3% 3,468 $429K
Aries Wealth Management 0.12% No change 3,456 $428K
AdvisorNet Financial, Inc 0.03% Add +259.9% 3,433 $425K
Tudor Investment Corporation 0.00% Reduce -87.4% 3,418 $423K
Harvest Fund Management Co., Ltd 0.02% No change 3,410 $422K
Trust Asset Management LLC 0.03% Reduce -8.0% 3,364 $416K
D'Orazio & Associates, Inc. 0.06% Add +1.5% 3,359 $416K
PDS Planning, Inc 0.03% Add +18.3% 3,323 $411K
Blue Trust, Inc. 0.01% Reduce -11.5% 3,256 $403K
Syon Capital LLC 0.03% Add +33.8% 3,248 $402K
MCF Advisors LLC 0.03% Reduce -3.9% 3,230 $401K
DGS Capital Management, LLC 0.10% Reduce -24.5% 3,219 $398K
Interchange Capital Partners, LLC 0.11% Reduce -3.9% 3,218 $398K
Horan Securities, Inc. 0.15% No change 3,200 $396K
Boston Trust Walden Corp 0.00% Reduce -5.9% 3,200 $396K
NorthRock Partners, LLC 0.01% Add +2.6% 3,177 $395K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -7.2% 3,181 $394K
Optimize Financial Inc. 0.15% Add +12.9% 3,170 $392K
Milestone Asset Management Group, LLC 0.35% New 3,151 $390K
Lifeworks Advisors, LLC 0.06% Add +8.0% 3,143 $389K
Catalyst Financial Partners LLC 0.07% Add +1.6% 3,128 $387K
Florida Trust Wealth Management Co 0.01% Reduce -9.2% 3,124 $387K
Bayforest Capital Ltd 0.17% Add +120.4% 3,084 $382K
Net Worth Advisory Group 0.12% Add +1.9% 3,064 $379K
Venture Visionary Partners LLC 0.02% Reduce -0.4% 3,053 $378K
Tompkins Financial Corp. 0.04% No change 3,048 $377K
HM Payson & Co. 0.01% Reduce -1.3% 3,027 $375K
Rossmore Private Capital 0.05% Add +1.7% 3,025 $374K
Wetzel Investment Advisors, Inc. 0.19% No change 3,000 $373K
Ransom Advisory, Ltd 0.18% No change 3,000 $371K
Goldstein Advisors, LLC 0.05% No change 3,000 $371K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 3,000 $371K
Equitable Holdings, Inc. 0.00% New 2,990 $370K
Alps Advisors Inc. 0.00% Reduce -3.3% 2,978 $368K
Bluesphere Advisors LLC 0.21% Add +8.2% 2,930 $363K
PFG Investments, LLC 0.02% Add +1.6% 2,905 $359K
Cigna Investments Inc. 0.07% Reduce -5.0% 2,894 $358K
Vista Investment Management 0.14% Reduce -0.6% 2,879 $356K
Wealthspire Advisors, LLC 0.00% Add +3.2% 2,877 $356K
EverSource Wealth Advisors, LLC 0.02% Add +9.2% 2,875 $356K
Wayfinding Financial, LLC 0.16% Add +3.0% 2,861 $355K
Heritage Investors Management Corp. 0.01% Reduce -5.0% 2,852 $353K
NDVR, Inc. 0.36% Reduce -5.3% 2,845 $352K
Suncoast Equity Management 0.04% No change 2,843 $352K
Ameritas Investment Partners, Inc. 0.01% No change 2,825 $350K
Perigon Wealth Management, LLC 0.01% Reduce -0.3% 2,819 $349K
Old National Bancorp 0.01% Reduce -23.6% 2,793 $346K
Tiaa Trust, National Association 0.00% Add +28.4% 2,791 $345K
Advisory Alpha, LLC 0.01% Add +48.2% 2,765 $342K
Pinnacle Associates Ltd. 0.01% Add +1.1% 2,763 $342K
Frank, Rimerman Advisors LLC 0.03% Reduce -6.2% 2,754 $341K
High Probability Advisors, LLC 0.06% No change 2,750 $340K
Bank of New Hampshire 0.09% No change 2,743 $339K
MBB Public Markets I LLC 0.04% New 2,730 $338K
First Horizon Advisors, Inc. 0.01% Add +6.0% 2,668 $330K
Horizon Advisory Services, Inc. 0.18% Add +2.6% 2,600 $322K
McCarthy & Cox 0.14% No change 2,600 $322K
Cooper Financial Group 0.04% Add +11.0% 2,586 $320K
Burke & Herbert Bank & Trust Co. 0.08% No change 2,577 $319K
Leigh Baldwin & Co., LLC 0.25% Add +0.5% 2,560 $317K
CW Advisors, LLC 0.00% Add +5.5% 2,540 $314K
Patrick M Sweeney & Associates, Inc. 0.23% No change 2,525 $312K
Sagespring Wealth Partners, LLC 0.01% New 2,519 $312K
Financial Advisors Network, Inc. 0.05% Reduce -9.9% 2,514 $311K
Sterling Investment Counsel, LLC 0.11% Add +5.7% 2,490 $308K
YHB Investment Advisors, Inc. 0.03% No change 2,474 $306K
Checchi Capital Advisers, LLC 0.02% Add +0.5% 2,465 $305K
EntryPoint Capital, LLC 0.14% New 2,462 $305K
Verum Partners LLC 0.08% Add +1.0% 2,456 $304K
Chicago Partners Investment Group LLC 0.01% Add +7.3% 2,372 $303K
Strategic Financial Services, Inc. 0.02% Reduce -0.2% 2,441 $302K
AIA Group Ltd 0.01% New 2,441 $302K
Ignite Planners, LLC 0.06% Add +12.0% 2,470 $301K
Sage Mountain Advisors LLC 0.02% New 2,430 $301K
United Asset Strategies, Inc. 0.03% Reduce -1.7% 2,427 $300K
Charter Oak Capital Management, LLC 0.03% Reduce -0.2% 2,424 $300K
American Investment Services, Inc. 0.05% No change 2,423 $300K
Steph & Co. 0.11% Reduce -6.3% 2,418 $299K
HighPoint Advisor Group LLC 0.02% Add +4.1% 2,447 $299K
AE Wealth Management LLC 0.00% Add +19.7% 2,403 $297K
MAI Capital Management 0.00% Add +0.8% 2,398 $297K
Axq Capital, LP 0.12% New 2,389 $296K
Waterloo Capital, L.P. 0.03% New 2,386 $295K
Transatlantique Private Wealth LLC 0.12% Reduce -30.6% 2,365 $293K
Fielder Capital Group LLC 0.08% Reduce -0.2% 2,346 $290K
Stratos Wealth Partners, LTD. 0.00% Reduce -8.9% 2,346 $290K
Principal Securities, Inc. 0.01% No change 2,646 $289K
Howard Capital Management Group, LLC 0.02% Add +0.2% 2,338 $289K
Cidel Asset Management Inc. 0.02% Reduce -7.4% 2,337 $289K
Independent Financial Group, LLC 0.01% Add +6.8% 2,331 $288K
Cloud Capital Management, LLC 0.20% — 2,314 $287K
Johnson Financial Group, Inc. 0.01% New 2,309 $286K
Hartford Financial Management Inc. 0.06% No change 2,303 $285K
Drive Wealth Management, LLC 0.07% Reduce -2.6% 2,255 $280K
RNC Capital Management LLC 0.01% No change 2,254 $279K
Trek Financial, LLC 0.02% Reduce -15.9% 2,254 $279K
Clarius Group, LLC 0.02% Reduce -1.4% 2,249 $278K
Salzhauer Michael 0.18% No change 2,246 $278K
Asset Dedication, LLC 0.02% No change 2,243 $278K
Integrated Advisors Network LLC 0.01% Reduce -10.1% 2,232 $276K
Moneco Advisors, LLC 0.03% Reduce -14.3% 2,228 $276K
Evercore Wealth Management, LLC 0.00% No change 2,213 $274K
Dynamic Advisor Solutions LLC 0.01% Add +0.6% 2,202 $272K
GAMCO Investors 0.00% No change 2,200 $272K
Trillium Asset Management, LLC 0.01% No change 2,197 $272K
Affinity Investment Advisors, LLC 0.22% No change 2,182 $270K
Winthrop Advisory Group LLC 0.03% Add +0.2% 2,168 $269K
Keystone Financial Group 0.03% No change 2,167 $268K
Signature Estate & Investment Advisors LLC 0.01% No change 2,134 $264K
Savvy Advisors, Inc. 0.03% New 2,114 $262K
Sharp Wealth Advisory, LLC 0.20% New 2,103 $260K
West Paces Advisors Inc. 0.06% Add +1311.4% 2,103 $260K
City Center Advisors, LLC 0.30% New 2,100 $260K
North Star Investment Management Corp. 0.02% Reduce -0.7% 2,100 $260K
GTS Securities LLC 0.01% Reduce -40.9% 2,093 $259K
Founders Financial Alliance, LLC 0.06% New 2,091 $259K
MQS Management LLC 0.15% New 2,079 $257K
Hilltop Holdings Inc. 0.02% New 2,075 $257K
Longboard Asset Management, LP 0.75% No change 2,073 $256K
Douglas Lane & Associates, LLC 0.00% Reduce -5.9% 2,073 $256K
Riverbend Wealth Management, LLC 0.23% Add +2.3% 2,071 $256K
Koshinski Asset Management, Inc. 0.02% Add +1.1% 2,052 $254K
Premier Path Wealth Partners, LLC 0.04% Add +3.3% 2,012 $249K
Simplicity Wealth,LLC 0.02% Reduce -28.0% 2,005 $248K
Purkiss Capital Advisors LLC 0.19% No change 2,000 $247K
J. L. Bainbridge & Co., Inc. 0.03% No change 2,000 $247K
Segment Wealth Management, LLC 0.02% No change 2,000 $247K
William Blair Investment Management, LLC 0.00% Reduce -0.6% 1,979 $245K
Howard Capital Management, LLC 0.01% Reduce -9.1% 1,968 $244K
Ellevest, Inc. 0.02% Add +2.9% 1,966 $243K
Simon Quick Advisors, LLC 0.01% New 1,962 $243K
Boston Family Office LLC 0.02% No change 1,933 $239K
Great Valley Advisor Group, Inc. 0.01% Reduce -14.2% 1,929 $238K
Northwest Bancshares, Inc. 0.04% No change 1,905 $236K
MIdWestOne Financial Group, Inc. 0.03% New 1,900 $235K
Trinity Financial Advisors LLC 0.08% No change 1,900 $235K
AlTi Global, Inc. 0.01% Reduce -15.4% 1,886 $234K
Headlands Technologies LLC 0.03% Reduce -86.5% 1,893 $234K
Concurrent Investment Advisors, LLC 0.01% New 1,886 $233K
Tyler-Stone Wealth Management 0.04% No change 1,878 $232K
Valeo Financial Advisors, LLC 0.01% Reduce -5.8% 1,878 $232K
Consolidated Portfolio Review Corp 0.04% No change 1,874 $232K
Fidelis Capital Partners, LLC 0.02% Reduce -4.9% 1,951 $232K
Pallas Capital Advisors LLC 0.01% Reduce -3.2% 1,868 $231K
Shore Point Advisors, LLC 0.12% No change 1,852 $229K
Mather Group, Llc. 0.00% Add +0.6% 1,847 $229K
Western Wealth Management, LLC 0.02% Reduce -2.3% 1,841 $228K
Planned Solutions, Inc. 0.09% No change 1,830 $226K
Gallacher Capital Management LLC 0.11% New 1,827 $226K
Strategic Advisors LLC 0.04% New 1,809 $224K
Nwam LLC 0.02% Reduce -36.3% 1,809 $224K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -1.9% 1,808 $224K
Means Investment Co., Inc. 0.02% New 1,799 $223K
Fortem Financial Group, LLC 0.09% Reduce -32.5% 1,797 $222K
Peapack Gladstone Financial Corp. 0.00% New 1,795 $222K
Fort Sheridan Advisors LLC 0.03% New 1,794 $222K
Five Oceans Advisors 0.10% New 1,753 $217K
Keel Point, LLC 0.02% New 1,752 $217K
Astoria Portfolio Advisors LLC. 0.07% Reduce -25.1% 1,813 $216K
Cathy Pareto & Associates, Inc. 0.19% New 1,743 $216K
Aprio Wealth Management, LLC 0.03% New 1,740 $215K
IFP Advisors, Inc 0.01% Reduce -37.4% 1,736 $215K
Intrua Financial, LLC 0.03% New 1,729 $214K
Wealthcare Advisory Partners LLC 0.01% Reduce -43.0% 1,723 $213K
Transcend Capital Advisors, LLC 0.02% New 1,721 $213K
Chilton Investment Co. Inc. 0.01% New 1,714 $212K
Crestwood Advisors Group, LLC 0.00% New 1,713 $212K
Chesapeake Asset Management LLC 0.20% Add +33980.0% 1,704 $211K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -7.6% 1,701 $211K
St Germain D J Co. Inc. 0.01% Reduce -46.9% 1,701 $210K
Florida Financial Advisors, LLC 0.08% New 1,691 $209K
Quent Capital, LLC 0.02% Add +3.1% 1,681 $208K
Catalyst Funds Management Pty Ltd 0.05% New 1,680 $208K
Riversedge Advisors, LLC 0.05% New 1,680 $208K
Guardian Wealth Advisors, LLC / NC 0.02% New 1,679 $208K
Ashton Thomas Private Wealth, LLC 0.01% New 1,670 $207K
Magnolia Capital Advisors LLC 0.06% New 1,674 $207K
Verus Financial Partners, Inc. 0.02% New 1,758 $206K
Stevens Capital Management LP 0.05% Reduce -64.1% 1,657 $205K
LGT Fund Management Co Ltd. 0.02% New 1,653 $205K
Wealth Effects LLC 0.09% New 1,645 $204K
Fisher Asset Management 0.00% New 1,638 $203K
Wealth Alliance, LLC 0.02% Reduce -45.6% 1,636 $202K
Legacy Financial Advisors, Inc. 0.03% New 1,635 $202K
Daymark Wealth Partners, LLC 0.01% New 1,633 $202K
McLean Asset Management Corp 0.07% New 1,832 $202K
Shelton Capital Management 0.00% New 1,622 $201K
Conning Inc. 0.01% New 1,621 $201K
Waverly Advisors, LLC 0.00% New 1,617 $200K
Davis Investment Partners, LLC 0.09% New 1,700 $200K
Exchange Traded Concepts, LLC 0.00% Add +2.6% 1,602 $198K
Tortoise Investment Management, LLC 0.02% No change 1,523 $188K
Transamerica Financial Advisors, LLC 0.02% Reduce -1.6% 1,500 $186K
Westpac Banking Corp. 0.01% Reduce -96.5% 1,401 $173K
Brown, Lisle/Cummings, Inc. 0.05% No change 1,393 $172K
Ossiam 0.00% Reduce -98.8% 1,314 $163K
Manchester Capital Management LLC 0.02% Add +26.0% 1,312 $162K
MassMutual Private Wealth & Trust, FSB 0.00% Add +6.3% 1,294 $160K
Ancora Advisors LLC 0.00% No change 1,283 $159K
JFS Wealth Advisors, LLC 0.01% Add +0.3% 1,263 $156K
Armstrong Advisory Group, Inc. 0.01% No change 1,379 $151K
Virtus Advisers, LLC 0.10% Reduce -88.1% 1,212 $150K
Medallion Wealth Advisors, LLC 0.07% Add +6.4% 1,183 $147K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +35.6% 1,220 $145K
Clearstead Advisors, LLC 0.00% Reduce -60.2% 1,158 $143K
Caldwell Trust Co 0.02% No change 1,142 $141K
TD Waterhouse Canada Inc. 0.00% Reduce -5.2% 1,136 $141K
ORG Partners LLC 0.03% Add +22.2% 1,100 $137K
New England Capital Financial Advisors LLC 0.07% Reduce -1.8% 1,090 $135K
Private Trust Co. NA 0.01% Add +53.4% 1,083 $134K
Hexagon Capital Partners LLC 0.03% Add +2.5% 1,068 $132K
Ridgewood Investments LLC 0.06% Add +0.1% 1,054 $130K
Parkside Financial Bank & Trust 0.02% Add +10.2% 1,023 $127K
Cohen & Steers, Inc. 0.00% New 1,000 $124K
Piscataqua Savings Bank 0.11% No change 1,000 $124K
Delta Asset Management LLC 0.01% No change 1,000 $124K
Hemington Wealth Management 0.02% Add +8.3% 973 $120K
TCTC Holdings, LLC 0.00% Add +33.1% 957 $118K
Rossby Financial, LCC 0.05% New 985 $117K
Global Financial Private Client, LLC 0.04% Add +3.0% 933 $116K
GPS Wealth Strategies Group, LLC 0.02% Add +0.4% 926 $115K
Arax Advisory Partners 0.01% Reduce -64.5% 923 $114K
Laurel Wealth Advisors LLC 0.02% No change 911 $113K
CoreCap Advisors, LLC 0.00% Reduce -32.2% 858 $106K
Sentry Investment Management LLC 0.07% Reduce -23.0% 931 $102K
Whittier Trust Co. of Nevada Inc. 0.00% No change 787 $97K
Versant Capital Management, Inc 0.02% Add +66.4% 782 $97K
Cromwell Holdings LLC 0.06% Add +2.2% 757 $94K
1620 Investment Advisors, Inc. 0.07% Reduce -1.8% 745 $92K
Grove Bank & Trust 0.01% Add +30.8% 743 $92K
Raleigh Capital Management Inc. 0.04% Reduce -11.6% 737 $91K
Carolinas Wealth Consulting LLC 0.02% Reduce -2.9% 717 $89K
Sarver Vrooman Wealth Advisors 0.06% — 674 $83K
S.A. Mason LLC 0.04% No change 646 $80K
Prestige Wealth Management Group LLC 0.02% No change 600 $75K
Bruce G. Allen Investments, LLC 0.06% Reduce -9.8% 587 $73K
Rothschild Investment LLC 0.00% Add +3.5% 586 $73K
MV Capital Management, Inc. 0.01% Reduce -63.1% 576 $71K
General Partner, Inc. 0.05% No change 575 $71K
CENTRAL TRUST Co 0.00% Add +2.0% 561 $69K
Halbert Hargrove Global Advisors, LLC 0.00% Add +2.8% 548 $68K
Summit Securities Group LLC 0.04% New 517 $64K
Deseret Mutual Benefit Administrators 0.03% Reduce -8.8% 507 $63K
Hazlett, Burt & Watson, Inc. 0.03% No change 500 $62K
Investors Research Corp 0.01% No change 500 $62K
Pinnacle Bancorp, Inc. 0.02% Reduce -16.9% 492 $61K
Smithfield Trust Co 0.00% No change 475 $59K
Westside Investment Management, Inc. 0.01% No change 460 $57K
Cetera Trust Company, N.A 0.04% No change 450 $56K
CVA Family Office, LLC 0.01% Add +7.0% 443 $55K
Harbour Investments, Inc. 0.00% Add +0.7% 420 $52K
ESL Trust Services, LLC 0.01% No change 410 $51K
Curat Global, LLC 0.06% — 400 $49K
CNB Bank 0.03% No change 400 $49K
Toth Financial Advisory Corp. 0.01% No change 400 $49K
Hollencrest Capital Management 0.00% No change 389 $48K
Trust Co. of Vermont 0.00% Reduce -6.2% 378 $47K
Tobam 0.02% Reduce -69.0% 375 $46K
Caldwell Sutter Capital, Inc. 0.02% No change 365 $45K
First United Bank & Trust 0.02% No change 360 $45K
Key Financial Inc 0.01% No change 357 $44K
Larson Financial Group LLC 0.00% Add +274.5% 352 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 350 $43K
Financial Gravity Asset Management, Inc. 0.01% — 346 $43K
Stuart Chaussee & Associates, Inc. 0.01% No change 340 $42K
Bell Investment Advisors, Inc 0.01% Add +1.5% 339 $42K
Flagship Wealth Advisors, LLC 0.02% No change 332 $41K
DT Investment Partners, LLC 0.00% No change 331 $41K
Covestor Ltd 0.03% Add +1.3% 305 $38K
Harbor Capital Advisors, Inc. 0.00% Reduce -95.3% 309 $38K
Spurstone Advisory Services, LLC 0.72% No change 300 $37K
Bank & Trust Co 0.03% No change 300 $37K
Smallwood Wealth Investment Management, LLC 0.02% New 300 $37K
LRI Investments, LLC 0.00% No change 300 $37K
Meeder Asset Management Inc. 0.00% Add +123.8% 291 $36K
Itau Unibanco Holding S.A. 0.00% Reduce -9.7% 288 $36K
Clean Yield Group 0.01% No change 279 $35K
Center for Financial Planning, Inc. 0.00% New 266 $33K
Park Square Financial Group, LLC 0.03% Add +146.2% 261 $32K
REAP Financial Group, LLC 0.01% Add +16.1% 259 $32K
West Financial Advisors, LLC 0.01% No change 247 $31K
Valued Wealth Advisors LLC 0.02% Add +8.5% 242 $30K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 241 $30K
Oakworth Capital, Inc. 0.00% No change 240 $30K
Ascentis Wealth Management, LLC 0.01% Reduce -64.0% 231 $29K
Tradewinds Capital Management, LLC 0.01% No change 220 $27K
Farmers & Merchants Investments Inc. 0.00% Reduce -2.2% 220 $27K
Barrett & Company, Inc. 0.01% Reduce -25.6% 218 $27K
Avior Wealth Management, LLC 0.00% Reduce -91.9% 205 $25K
Riverview Trust Co 0.03% Reduce -5.6% 204 $25K
Resources Management Corp. /CT/ 0.00% No change 204 $25K
Founders Capital Management 0.02% No change 200 $25K
Sittner & Nelson, LLC 0.01% No change 200 $25K
Sound Income Strategies, LLC 0.00% Reduce -1.0% 196 $24K
Navigoe, LLC 0.02% No change 200 $24K
Plante Moran Financial Advisors, LLC 0.00% No change 188 $23K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Add +15.6% 185 $23K
Pingora Partners LLC 0.02% No change 180 $22K
Opal Wealth Advisors, LLC 0.01% New 171 $21K
Millstone Evans Group, LLC 0.01% No change 170 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +7.0% 167 $21K
Stonebridge Financial Group, LLC 0.00% Add +126.0% 165 $20K
N.E.W. Advisory Services LLC 0.00% New 163 $20K
GW&K Investment Management, LLC 0.00% Add +1.2% 165 $20K
Whipplewood Advisors, LLC 0.01% Reduce -93.1% 11 $20K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 159 $20K
Leonteq Securities AG 0.00% Reduce -12.2% 159 $20K
Foster Dykema Cabot & Partners, LLC 0.00% No change 150 $19K
Costello Asset Management, INC 0.01% No change 150 $19K
Archer Investment Corp 0.00% No change 150 $19K
Sierra Ocean, LLC 0.01% No change 144 $18K
WPG Advisers, LLC 0.02% Add +171.7% 144 $18K
Sachetta, LLC 0.01% Reduce -2.0% 143 $18K
Cape Investment Advisory, Inc. 0.01% Add +6.8% 141 $17K
Addison Advisors LLC 0.00% Add +26.1% 140 $17K
Ogorek Anthony Joseph /NY/ 0.01% New 138 $17K
Vermillion & White Wealth Management Group, LLC 0.01% New 136 $17K
Rise Advisors, LLC 0.01% New 132 $16K
Provenance Wealth Advisors, LLC 0.00% No change 122 $15K
Clearstead Trust, LLC 0.00% New 121 $15K
NewSquare Capital LLC 0.00% Add +650.0% 120 $15K
Golden State Wealth Management, LLC 0.00% No change 118 $15K
Private Wealth Asset Management, LLC 0.00% — 117 $14K
Chelsea Counsel Co. 0.01% No change 115 $14K
Saudi Central Bank 0.07% New 114 $14K
FSC Wealth Advisors, LLC 0.01% No change 113 $14K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 111 $14K
Valley National Advisers Inc. 0.00% New 100 $12K
WealthCollab, LLC 0.01% No change 95 $12K
Atala Financial Inc 0.01% No change 90 $11K
Private Wealth Management Group, LLC 0.00% No change 88 $11K
GoalVest Advisory LLC 0.00% Add +3.5% 88 $11K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 83 $10K
Coston, McIsaac & Partners 0.00% No change 82 $10K
SouthState Bank Corp 0.00% New 80 $10K
Raffa Wealth Management, LLC 0.00% Reduce -18.6% 79 $10K
HHM Wealth Advisors, LLC 0.00% No change 76 $9K
Activest Wealth Management 0.00% Add +0.0% 74 $9K
Glen Eagle Advisors, LLC 0.00% No change 74 $9K
PFS Partners, LLC 0.00% No change 68 $8K
Banque Transatlantique SA 0.00% No change 68 $8K
Aspect Partners, LLC 0.00% No change 67 $8K
Washington Trust Advisors, Inc. 0.00% No change 63 $8K
Fortitude Family Office, LLC 0.00% No change 62 $8K
FWL Investment Management, LLC 0.00% No change 60 $7K
Capital Analysts, LLC 0.00% New 59 $7K
Estabrook Capital Management 0.00% No change 56 $7K
Colonial Trust Co / SC 0.00% Add +121.7% 51 $6K
DiNuzzo Private Wealth, Inc. 0.00% No change 49 $6K
Painted Porch Advisors LLC 0.00% No change 48 $6K
Abound Wealth Management 0.00% Reduce -28.8% 47 $6K
Richardson Financial Services Inc. 0.00% Reduce -55.0% 45 $6K
Gen-Wealth Partners Inc 0.00% No change 45 $6K
SJS Investment Consulting Inc. 0.00% No change 45 $6K
SBI Securities Co., Ltd. 0.00% No change 44 $5K
Acima Private Wealth, LLC 0.00% No change 42 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 37 $5K
Capital Advisors, Ltd. LLC 0.00% Reduce -24.4% 31 $4K
Salem Investment Counselors Inc. 0.00% No change 31 $4K
City State Bank 0.00% No change 31 $4K
SOA Wealth Advisors, LLC. 0.00% No change 30 $4K
Redwood Park Advisors LLC 0.00% No change 29 $4K
JNBA Financial Advisors 0.00% No change 29 $4K
Westend Capital Management, LLC 0.00% No change 29 $4K
Bogart Wealth, LLC 0.00% Reduce -26.3% 28 $3K
Dunhill Financial, LLC 0.00% Reduce -39.5% 26 $3K
Avion Wealth 0.00% No change 36 $3K
Park Place Capital Corp 0.00% Reduce -64.7% 24 $3K
First Pacific Financial 0.00% New 24 $3K
Heritage Wealth Advisors 0.00% Reduce -59.6% 21 $3K
Highline Wealth Partners LLC 0.00% Add +900.0% 20 $2K
TFC Financial Management, Inc. 0.00% No change 20 $2K
Dogwood Wealth Management LLC 0.00% New 19 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 18 $2K
New Millennium Group LLC 0.00% Reduce -43.8% 18 $2K
True Wealth Design, LLC 0.00% New 17 $2K
Hughes Financial Services, LLC 0.00% New 16 $2K
Clark Wealth Partners 0.00% Add +0.0% 16 $2K
Financial Management Professionals, Inc. 0.00% No change 16 $2K
Nvwm, LLC 0.00% Add +50.0% 15 $2K
Garde Capital, Inc. 0.00% New 15 $2K
WealthTrak Capital Management LLC 0.00% Reduce -30.0% 14 $2K
BankPlus Trust Department 0.00% No change 14 $2K
Harbor Investment Advisory, LLC 0.00% No change 14 $2K
Cornerstone Planning Group LLC 0.00% Add +133.3% 14 $2K
Dagco, Inc. 0.00% New 12 $1K
Iron Horse Wealth Management, LLC 0.00% No change 12 $1K
Bay Harbor Wealth Management, LLC 0.00% New 9 $1K
Parkworth Wealth Management, Inc. 0.00% No change 9 $1K
Legacy Wealth Managment, LLC 0.00% No change 9 $1K
WestEnd Advisors, LLC 0.00% Add +200.0% 9 $1K
Winnacle Wealth LLC 0.00% Add +50.0% 9 $1K
AllSquare Wealth Management LLC 0.00% No change 8 $990
HFM Investment Advisors, LLC 0.00% — 7 $867
Principia Wealth Advisory, LLC 0.00% Add +20.0% 6 $698
Wolff Wiese Magana LLC 0.00% No change 5 $619
Rakuten Securities, Inc. 0.00% No change 5 $619
Transce3nd, LLC 0.00% No change 5 $619
Quest 10 Wealth Builders, Inc. 0.00% New 4 $520
Bear Mountain Capital, Inc. 0.00% New 4 $495
Rialto Wealth Management, LLC 0.00% New 4 $495
Contravisory Investment Management, Inc. 0.00% No change 4 $495
First Command Advisory Services, Inc. 0.00% New 4 $495
American Capital Advisory, LLC 0.00% New 3 $372
Riggs Asset Managment Co. Inc. 0.00% No change 3 $372
Binnacle Investments Inc 0.00% — 3 $371
Vermillion Wealth Management, Inc. 0.00% No change 2 $249
ROSS\JOHNSON & Associates LLC 0.00% New 2 $247
Y.D. More Investments Ltd 0.00% Add +13.4% 414 $138
West Branch Capital LLC 0.00% No change 1 $124
Wood Tarver Financial Group, LLC 0.00% No change 1 $124

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