Hartford Insurance GroupHIG

13F holders, Q2 2025 (June 30)
1,109holders +44
106new positions
65sold out
8famous investors
$126.80avg. 13F price*

At the end of Q2 2025, 1,109 institutions reported holding Hartford Insurance Group Inc. (HIG) in their 13F filings, up 44 from Q1 2025. 106 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($4.7B), BlackRock, Inc. ($4.0B) and State Street Corp. ($2.0B). 8 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 Israel Englander (0.1% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions106$201.1M
Exits65$94.0M

All 13F filers, Q1 2025 → Q2 2025: 9,837,846 shares bought and 14,442,466 shares sold, net −4,604,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,109 holders

Vanguard Group Inc. 0.08% Add +0.4% 37,160,644 $4.7B
BlackRock, Inc. 0.08% Reduce -1.6% 31,646,032 $4.0B
State Street Corp. 0.08% Reduce -1.2% 15,975,857 $2.0B
FMR LLC 0.09% Reduce -3.0% 12,002,993 $1.5B
T. Rowe Price Associates Inc. 0.14% Reduce -18.7% 9,677,141 $1.2B
Geode Capital Management, LLC 0.07% Add +0.8% 7,467,018 $943.4M
Invesco Ltd. 0.10% Add +2.9% 4,834,472 $613.3M
Dimensional Fund Advisors LP 0.14% Reduce -8.9% 4,715,563 $598.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +14.0% 4,309,377 $546.7M
Nordea Investment Management AB 0.48% Reduce -0.2% 4,091,676 $513.7M
Norges Bank 0.06% Add +0.8% 3,990,925 $506.3M
Northern Trust Corp. 0.07% Reduce -0.1% 3,932,343 $498.9M
Morgan Stanley 0.03% Add +0.2% 3,656,905 $464.0M
LSV Asset Management 1.04% Reduce -11.1% 3,488,062 $442.5M
Victory Capital Management Inc. 0.29% Reduce -22.5% 3,456,783 $438.6M
JPMorgan Chase & Co. 0.03% Reduce -10.2% 3,418,697 $433.7M
Bank of America Corp. 0.03% Add +7.5% 3,281,825 $416.4M
Franklin Resources Inc. 0.11% Add +51.5% 3,268,166 $414.6M
Massachusetts Financial Services Co. 0.13% Reduce -10.9% 3,126,404 $396.6M
First Trust Advisors LP 0.28% Reduce -4.2% 2,710,163 $343.8M
Newport Trust Company, LLC 0.78% Reduce -2.1% 2,571,106 $326.2M
Legal & General Group Plc 0.08% Reduce -0.1% 2,497,801 $316.9M
Bahl & Gaynor LLC 1.50% Add +9.1% 2,336,324 $296.4M
Hotchkis & Wiley Capital Management LLC 0.87% Reduce -9.5% 2,123,919 $269.5M
Bank of New York Mellon Corp 0.05% Reduce -3.6% 2,121,127 $269.1M
Ameriprise Financial Inc. 0.06% Add +0.6% 2,050,678 $260.3M
Charles Schwab Investment Management Inc. 0.04% Reduce -0.5% 1,882,024 $238.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.09% Reduce -13.8% 1,865,058 $236.6M
Goldman Sachs Group Inc. 0.04% Reduce -12.7% 1,764,591 $223.9M
AQR Capital Management 0.17% Reduce -6.5% 1,653,701 $207.4M
Amundi 0.07% Reduce -14.4% 1,663,008 $204.4M
AustralianSuper Pty Ltd 1.03% Add +0.3% 1,605,760 $203.7M
Robeco Institutional Asset Management B.V. 0.31% Add +38.4% 1,493,077 $189.4M
Barclays PLC 0.08% Reduce -3.5% 1,476,278 $187.3M
UBS Group AG 0.04% Reduce -40.1% 1,367,024 $173.4M
Royal Bank of Canada 0.03% Add +1.7% 1,237,185 $157.0M
California Public Employees Retirement System 0.09% Reduce -15.1% 1,138,737 $144.5M
HSBC Holdings PLC 0.09% Add +10.7% 1,104,573 $139.9M
Great Lakes Advisors, LLC 1.16% Reduce -5.7% 1,091,766 $138.5M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -21.5% 1,084,243 $137.6M
Millennium Management 0.13% Add +12.2% 1,079,628 $137.0M
Man Group plc 0.30% Add +36.6% 1,064,849 $135.1M
Deutsche Bank AG 0.05% Reduce -8.9% 1,011,820 $128.4M
Panagora Asset Management Inc. 0.56% Reduce -14.8% 971,656 $123.3M
American Century Companies Inc. 0.07% Add +28.0% 955,900 $121.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.27% Reduce -23.1% 865,191 $109.8M
Swiss National Bank 0.07% Add +5.7% 863,900 $109.6M
Qube Research & Technologies Ltd 0.15% Add +217.9% 832,291 $105.6M
Schroder Investment Management Group 0.09% Reduce -3.8% 815,838 $103.5M
Caisse de depot et placement du Quebec 0.22% Reduce -7.0% 813,441 $103.2M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -1.8% 768,550 $97.5M
Assetmark, Inc. 0.22% Reduce -3.7% 732,331 $92.9M
Nuveen, LLC 0.02% Reduce -0.1% 706,909 $89.7M
Bridgewater Associates 0.36% Add +14.4% 702,925 $89.2M
Verition Fund Management LLC 0.53% Add +1.0% 696,892 $88.4M
Raymond James Financial Inc. 0.03% Add +11.3% 693,607 $88.0M
Envestnet Asset Management Inc. 0.02% Add +11.1% 659,881 $83.7M
Danske Bank A/S 0.21% Add +63.4% 658,174 $83.5M
Employees Retirement System of Texas 0.79% Reduce -2.3% 647,747 $82.2M
Swedbank AB 0.09% Add +3.3% 646,032 $82.0M
Wells Fargo & Company 0.02% Add +6.9% 637,272 $80.9M
Woodline Partners LP 0.41% Reduce -19.2% 612,129 $77.7M
Rhumbline Advisers 0.06% Reduce -3.4% 582,469 $73.9M
KBC Group NV 0.20% Reduce -22.1% 580,810 $73.7M
Equity Investment Corp. 1.61% Reduce 0.0% 580,805 $73.7M
Allianz Asset Management GmbH 0.10% Reduce -3.5% 565,669 $71.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +3.2% 543,793 $69.0M
Storebrand Asset Management As 0.20% Reduce -3.4% 540,387 $68.6M
Jupiter Asset Management Ltd. 0.54% Add +21.9% 514,123 $65.2M
Janus Henderson Group PLC 0.03% Add +2.0% 479,385 $60.8M
National Pension Service 0.05% Add +0.7% 477,668 $60.6M
Jane Street Group, LLC 0.10% Add +1043.7% 462,077 $58.6M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Add +52.4% 430,333 $54.6M
Zacks Investment Management 0.44% Add +0.5% 408,795 $51.9M
California State Teachers Retirement System 0.06% Add +1.3% 406,315 $51.5M
CANADA LIFE ASSURANCE Co 0.08% Reduce -19.4% 401,661 $51.0M
Canada Pension Plan Investment Board 0.04% Add +21.4% 390,866 $49.6M
Skandinaviska Enskilda Banken AB (publ) 0.21% Reduce -5.8% 376,763 $47.8M
Clearbridge Investments, LLC 0.04% Reduce -32.3% 374,799 $47.6M
Pictet Asset Management Holding SA 0.05% Reduce -2.6% 373,077 $47.3M
Lazard Asset Management LLC 0.07% Add +58.6% 370,614 $47.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +6.9% 367,495 $46.6M
RiverFront Investment Group, LLC 0.89% Add +37.7% 360,645 $45.8M
TD Asset Management Inc 0.04% Reduce -1.8% 360,541 $45.7M
Macquarie Group Ltd. 0.06% Reduce -20.9% 358,510 $45.5M
Principal Financial Group Inc. 0.02% Reduce -1.0% 354,394 $45.0M
Russell Investments Group, Ltd. 0.06% Reduce -13.0% 351,998 $44.6M
Ensign Peak Advisors, Inc 0.07% Reduce -16.0% 343,806 $43.6M
Teacher Retirement System of Texas 0.18% Reduce -0.1% 343,298 $43.6M
Alliancebernstein L.P. 0.01% Reduce -3.0% 338,029 $42.9M
Vest Financial, LLC 0.60% Add +1.9% 333,875 $42.4M
State Board of Administration of Florida Retirement System 0.07% Add +1.2% 318,455 $40.4M
BNP Paribas Financial Markets 0.03% Reduce -60.2% 318,114 $40.4M
QRG Capital Management, Inc. 0.35% Add +56.6% 315,041 $40.0M
Korea Investment CORP 0.09% Add +31.9% 314,585 $39.9M
Mercer Global Advisors Inc. 0.09% Add +54.3% 309,171 $39.2M
Manufacturers Life Insurance Company, The 0.04% Reduce -7.6% 307,656 $39.0M
Bank of Montreal 0.02% Reduce -12.0% 306,057 $38.8M
Aware Super Pty Ltd as trustee of Aware Super 0.57% No change 305,054 $38.7M
Acadian Asset Management LLC 0.08% Add +94.5% 300,409 $38.1M
Brandywine Global Investment Management, LLC 0.27% Reduce -1.6% 298,700 $37.9M
Retirement Systems of Alabama 0.13% Reduce -1.7% 292,386 $37.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% Reduce -5.3% 290,618 $36.9M
New York State Teachers Retirement System 0.08% Reduce -0.3% 288,909 $36.7M
O'shaughnessy Asset Management, LLC 0.25% Reduce -21.6% 286,437 $36.3M
Aberdeen Group plc 0.06% Add +11.5% 282,965 $35.9M
Citigroup Inc. 0.03% Reduce -13.2% 282,796 $35.9M
DNB Asset Management AS 0.15% Reduce -6.1% 281,702 $35.7M
CSM Advisors, LLC 1.03% New 278,868 $35.4M
Federated Hermes, Inc. 0.07% Reduce -0.5% 278,152 $35.3M
Wedge Capital Management L L P 0.62% Reduce -6.0% 272,163 $34.5M
Deprince Race & Zollo Inc. 0.72% Reduce -14.8% 271,652 $34.5M
Stifel Financial Corp. 0.03% Reduce -1.7% 269,777 $34.2M
Zurich Insurance Group Ltd 0.25% New 259,528 $32.9M
AXA S.A. 0.09% Add +225.3% 253,345 $32.1M
BI Asset Management Fondsmaeglerselskab A/S 0.31% Reduce -12.8% 247,160 $31.4M
APG Asset Management N.V. 0.09% Add +14.6% 289,676 $31.3M
Voya Investment Management LLC 0.04% Reduce -2.8% 242,616 $30.8M
KLP Kapitalforvaltning As 0.13% Reduce -11.8% 234,394 $29.8M
Prudential Financial Inc. 0.04% Add +24.5% 219,366 $27.8M
Aviva PLC 0.06% Add +5.9% 217,567 $27.6M
LPL Financial LLC 0.01% Add +2.4% 216,857 $27.5M
Achmea Investment Management B.V. 0.35% Reduce -12.3% 214,831 $27.3M
Neuberger Berman Group LLC 0.02% Add +7.5% 212,192 $26.9M
New York State Common Retirement Fund 0.04% Add +12.1% 209,238 $26.5M
Natixis Advisors, LLC 0.04% Add +8.8% 205,717 $26.1M
Toronto Dominion Bank 0.06% Add +36.7% 204,979 $26.0M
STRS Ohio 0.10% Add +182.9% 202,980 $25.8M
National Bank of Canada 0.03% Reduce -13.8% 202,844 $25.7M
AMF Tjanstepension AB 0.17% No change 196,127 $24.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +25.5% 193,020 $24.5M
Sei Investments Co. 0.03% Reduce -10.7% 191,925 $24.3M
Illinois Municipal Retirement Fund 0.32% Add +14.9% 187,907 $23.8M
Royal London Asset Management Ltd. 0.05% Reduce -19.8% 187,762 $23.8M
Martingale Asset Management L P 0.58% Add +1.9% 185,819 $23.6M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -78.9% 180,232 $22.9M
Treasurer of the State of North Carolina 0.07% Add +3.9% 167,868 $21.3M
Ceredex Value Advisors LLC 0.45% Reduce -29.8% 165,150 $21.0M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -16.2% 161,693 $20.5M
Eastern Bank 0.39% Reduce -1.5% 161,168 $20.4M
M&G PLC 0.12% Add +1.1% 160,781 $20.4M
State of Wisconsin Investment Board 0.05% Reduce -1.8% 160,275 $20.3M
D. E. Shaw & Co. 0.02% Add +70.2% 156,782 $19.9M
Pinebridge Investments, L.P. 0.16% Reduce -2.8% 156,690 $19.9M
Forsta Ap-Fonden 0.13% Add +30.4% 154,900 $19.7M
Gotham Asset Management 0.12% Add +8.4% 153,886 $19.5M
Guardian Capital LP 0.68% Add +2.9% 151,167 $19.2M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -0.5% 150,700 $19.1M
Asset Management One Co., Ltd. 0.06% Reduce -0.8% 150,555 $19.1M
Freestone Grove Partners LP 0.14% Reduce -9.6% 148,014 $18.8M
Janney Montgomery Scott LLC 0.05% Add +7.8% 145,733 $18.5M
Public Employees Retirement System of Ohio 0.06% Reduce -7.1% 145,659 $18.5M
Prudential PLC 0.11% Add +10.4% 145,513 $18.5M
Capital Fund Management S.A. 0.20% Add +94.9% 140,342 $17.8M
PNC Financial Services Group, Inc. 0.01% Add +0.8% 136,804 $17.4M
GMO 0.05% Reduce -14.8% 136,560 $17.3M
DekaBank Deutsche Girozentrale 0.03% Reduce -3.9% 138,735 $17.3M
Livforsakringsbolaget Skandia, Omsesidigt 0.74% Add +20.8% 133,565 $17.0M
Nomura Asset Management Co. Ltd. 0.05% Add +3.3% 131,162 $16.6M
Globeflex Capital L P 1.34% No change 128,013 $16.2M
Truist Financial Corp. 0.02% Reduce -4.7% 124,792 $15.8M
Wealth Enhancement Advisory Services, LLC 0.03% Add +61.5% 125,825 $15.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -22.9% 122,802 $15.6M
Daiichi Life Insurance Co., Ltd. 0.43% Reduce -8.8% 120,694 $15.3M
Assenagon Asset Management S.A. 0.02% Reduce -67.8% 118,972 $15.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Reduce -2.4% 118,730 $15.1M
Bank of Nova Scotia 0.03% Add +40.4% 117,132 $14.9M
Natixis 0.07% Reduce -31.6% 115,695 $14.7M
US Bancorp \de 0.02% Reduce -9.5% 114,333 $14.5M
Marshall Wace, LLP 0.02% Add +7.3% 112,335 $14.3M
Commonwealth Equity Services, LLC 0.02% Reduce -2.2% 111,350 $14.1M
Silvercrest Asset Management Group LLC 0.09% No change 109,801 $13.9M
Worldquant Millennium Advisors LLC 0.07% Add +421.7% 108,451 $13.8M
Cohen Klingenstein LLC 0.46% No change 108,133 $13.7M
Mn Services Vermogensbeheer B.V. 0.09% Reduce -1.9% 106,700 $13.5M
Allspring Global Investments Holdings, LLC 0.02% Reduce -10.2% 106,916 $13.5M
Trexquant Investment LP 0.15% New 105,046 $13.3M
Picton Mahoney Asset Management 0.19% New 104,638 $13.3M
State of Tennessee, Department of Treasury 0.05% Reduce -1.5% 102,878 $13.1M
Foster & Motley Inc. 0.75% Reduce -2.7% 101,941 $12.9M
Nisa Investment Advisors, LLC 0.06% Add +18.7% 101,020 $12.9M
Corient Private Wealth LP 0.02% Reduce -1.5% 99,552 $12.6M
Public Sector Pension Investment Board 0.05% Add +28.1% 98,451 $12.5M
Resona Asset Management Co.,Ltd. 0.06% Add +3.7% 97,323 $12.3M
Swiss Life Asset Management Ltd 0.07% Reduce -6.0% 96,796 $12.3M
Jacobs Levy Equity Management, Inc. 0.05% Reduce -54.3% 94,716 $12.0M
Clear Harbor Asset Management, LLC 0.90% Reduce -4.8% 94,698 $12.0M
Rafferty Asset Management, LLC 0.04% Add +0.2% 94,459 $12.0M
State of New Jersey Common Pension Fund D 0.05% No change 92,231 $11.7M
Gabelli Funds LLC 0.08% Reduce -0.5% 92,000 $11.7M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Reduce -5.7% 90,686 $11.5M
LBP Am SA 0.16% New 88,464 $11.2M
Creative Planning 0.01% Reduce -5.8% 88,116 $11.2M
HighTower Advisors, LLC 0.01% Reduce -4.4% 85,718 $10.9M
ExodusPoint Capital Management, LP 0.13% New 85,696 $10.9M
State of Michigan Retirement System 0.06% Add +3.4% 84,841 $10.8M
AMJ Financial Wealth Management 2.71% Add +47.0% 84,362 $10.7M
Arizona State Retirement System 0.06% Reduce -0.5% 83,416 $10.6M
Osaic Holdings, Inc. 0.02% Add +217.0% 83,904 $10.5M
Los Angeles Capital Management LLC 0.04% Add +1523.8% 80,750 $10.2M
Manning & Napier Advisors LLC 0.12% Reduce -12.8% 79,642 $10.1M
First Financial Bank - Trust Division 0.89% Add +2.3% 79,568 $10.1M
Cerity Partners LLC 0.02% Add +6.0% 78,900 $10.0M
Intech Investment Management LLC 0.09% Add +9.2% 77,489 $9.8M
Lockheed Martin Investment Management Co. 0.36% Reduce -6.4% 77,430 $9.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.07% Reduce -32.1% 76,900 $9.8M
IFM Investors Pty Ltd 0.09% Reduce -1.6% 75,380 $9.6M
EDENTREE ASSET MANAGEMENT Ltd 2.65% Add +5.3% 75,316 $9.6M
F/m Investments LLC 0.35% Reduce -13.2% 75,239 $9.5M
Citadel Advisors 0.01% Add +1156.5% 74,748 $9.5M
Comerica Bank 0.04% Add +0.1% 74,481 $9.4M
Knights of Columbus Asset Advisors LLC 0.57% Add +5.3% 73,860 $9.4M
ProShare Advisors LLC 0.02% Reduce -8.1% 73,833 $9.4M
Vanguard Personalized Indexing Management, LLC 0.11% Add +17.7% 73,383 $9.3M
FIL Ltd 0.01% Add +27.3% 72,804 $9.2M
MetLife Investment Management, LLC 0.05% Reduce -3.1% 72,384 $9.2M
SG Americas Securities, LLC 0.04% Reduce -44.4% 72,235 $9.2M
Ritholtz Wealth Management 0.20% Add +4.1% 70,428 $8.9M
Magnetar Financial LLC 0.04% New 70,136 $8.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +5.9% 69,678 $8.8M
Czech National Bank 0.07% Add +5.1% 69,444 $8.8M
Squarepoint Ops LLC 0.02% Reduce -6.3% 68,357 $8.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +5.0% 66,898 $8.5M
Lighthouse Investment Partners, LLC 0.37% Reduce -22.1% 66,825 $8.5M
ASR Vermogensbeheer N.V. 0.11% Reduce -3.1% 66,057 $8.4M
U.S. Capital Wealth Advisors, LLC 0.24% Reduce -0.0% 65,961 $8.4M
Federation des caisses Desjardins du Quebec 0.04% Add +4.4% 65,037 $8.3M
Investment Management Corp of Ontario 0.12% Add +33.4% 64,876 $8.2M
Two Sigma Investments, LP 0.02% New 64,315 $8.2M
Quantinno Capital Management LP 0.04% Add +36.7% 64,080 $8.1M
GHP Investment Advisors, Inc. 0.35% Add +5.2% 62,787 $8.0M
Sit Investment Associates Inc. 0.17% Add +0.6% 62,465 $7.9M
Carret Asset Management, LLC 0.83% Reduce -1.7% 61,457 $7.8M
Cetera Investment Advisers 0.01% Reduce -3.5% 59,876 $7.6M
HRT Financial LP 0.03% Add +5.7% 59,467 $7.5M
Mutual of America Capital Management LLC 0.08% Reduce -18.2% 59,345 $7.5M
Handelsbanken Fonder AB 0.03% Add +21.7% 59,262 $7.5M
Sienna Gestion 0.51% Add +9.8% 64,592 $7.5M
Bokf, NA 0.12% Reduce -0.3% 57,967 $7.4M
Oddo BHF Asset Management Sas 0.28% Reduce -23.1% 57,576 $7.3M
Mariner, LLC 0.01% Add +4.3% 57,125 $7.2M
Shell Asset Management Co. 0.25% Add +26.1% 56,755 $7.2M
Crossmark Global Holdings, Inc. 0.12% Reduce -6.3% 56,708 $7.2M
NewEdge Advisors, LLC 0.04% Add +1.6% 56,140 $7.1M
Amalgamated Bank 0.05% Reduce -1.4% 55,916 $7.1M
Mackenzie Financial Corp. 0.01% Reduce -12.6% 55,700 $7.1M
Hunter Perkins Capital Management, LLC 1.66% Add +0.2% 54,611 $7.0M
Susquehanna International Group, LLP 0.01% Reduce -23.6% 54,258 $6.9M
Daiwa Securities Group Inc. 0.03% Add +2.4% 54,096 $6.9M
Gateway Investment Advisers LLC 0.07% Reduce -0.0% 53,876 $6.8M
Woodley Farra Manion Portfolio Management Inc. 0.31% Reduce -0.9% 52,509 $6.7M
Twinbeech Capital LP 0.15% Add +109.7% 52,576 $6.7M
Berger Financial Group, Inc 0.43% Reduce -0.1% 52,396 $6.6M
Ethic Inc. 0.11% Add +2.3% 51,369 $6.4M
Generali Asset Management SPA SGR 0.14% Add +21.5% 48,427 $6.1M
Xponance LLC 0.05% Add +3.5% 47,814 $6.1M
Utah Retirement Systems 0.06% Reduce -1.2% 47,377 $6.0M
Flputnam Investment Management Co. 0.10% Reduce -0.6% 47,103 $6.0M
Candriam S.C.A. 0.03% Add +19.1% 46,299 $5.9M
Promethos Capital, LLC 1.98% No change 46,269 $5.9M
Rockefeller Capital Management L.P. 0.01% Add +11.9% 46,244 $5.9M
Tredje AP-fonden 0.05% Add +92.7% 45,936 $5.8M
Andra AP-fonden 0.08% Reduce -67.7% 45,900 $5.8M
Van Eck Associates Corp. 0.01% New 45,816 $5.8M
Monte Financial Group, LLC 2.24% Reduce -1.1% 45,442 $5.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -19.0% 44,914 $5.7M
New Vernon Investment Management LLC 6.59% No change 44,643 $5.7M
M&T Bank Corp 0.02% Reduce -6.0% 44,395 $5.6M
TKG Advisors, LLC 2.52% Add +0.1% 44,348 $5.6M
Police & Firemen's Retirement System of New Jersey 0.05% Add +0.1% 43,866 $5.6M
USS Investment Management Ltd 0.03% Add +3.0% 43,299 $5.5M
Trustmark Bank Trust Department 0.38% Add +3.9% 43,145 $5.5M
Benson Investment Management Company, Inc. 2.08% Reduce -5.2% 43,101 $5.5M
New York Life Investment Management LLC 0.05% Add +0.3% 42,652 $5.4M
Pathstone Holdings, LLC 0.02% Add +7.7% 42,437 $5.4M
Wealthfront Advisers LLC 0.01% Add +2.6% 41,790 $5.3M
CIBC Asset Management Inc 0.02% Reduce -6.7% 41,642 $5.3M
Moran Wealth Management, LLC 0.16% New 41,544 $5.3M
Engineers Gate Manager LP 0.07% Add +518.7% 41,448 $5.3M
Kintegral Advisory, LLC 0.46% Reduce -0.1% 39,877 $5.1M
Fred Alger Management, LLC 0.02% Add +7.8% 38,382 $4.9M
MML Investors Services, LLC 0.01% Add +11.2% 38,248 $4.9M
Yousif Capital Management, LLC 0.05% Reduce -3.4% 38,089 $4.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +9.0% 37,664 $4.8M
Impax Asset Management Group plc 0.03% No change 37,326 $4.7M
Elo Mutual Pension Insurance Co 0.10% Add +1.7% 36,829 $4.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +11.0% 36,816 $4.7M
Sanctuary Advisors, LLC 0.03% Add +6.7% 36,572 $4.6M
Uncommon Cents Investing LLC 1.23% Add +8.3% 36,220 $4.6M
Nissay Asset Management Corp. /Japan 0.03% Add +0.7% 35,932 $4.6M
Cibc World Markets Corp. 0.03% Add +2.9% 35,803 $4.5M
Thrivent Financial for Lutherans 0.01% Reduce -1.6% 35,591 $4.5M
Leuthold Group, LLC 0.53% Reduce -1.5% 35,010 $4.4M
NFC Investments, LLC 1.27% No change 35,000 $4.4M
Oak Thistle LLC 0.64% New 34,409 $4.4M
Susquehanna Fundamental Investments, LLC 0.12% Reduce -23.2% 34,342 $4.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -13.9% 34,026 $4.3M
OP Asset Management Ltd 0.06% Add +1.3% 33,995 $4.3M
Cibc World Market Inc. 0.01% Reduce -10.4% 33,954 $4.3M
Horizon Investment Services, LLC 1.83% Reduce -6.6% 32,926 $4.2M
Ostrum Asset Management 0.19% Reduce -4.8% 32,122 $4.1M
Strategic Global Advisors, LLC 0.66% Add +5.4% 32,064 $4.1M
Stanley-Laman Group, Ltd. 0.60% Reduce -6.8% 31,974 $4.1M
Kingsview Wealth Management, LLC 0.07% Reduce -40.9% 31,920 $4.0M
State of Alaska, Department of Revenue 0.04% Reduce -5.3% 31,915 $4.0M
Dean Investment Associates, LLC 0.59% Add +5.1% 31,694 $4.0M
BDF-Gestion 0.45% Reduce -9.8% 31,599 $4.0M
Signet Financial Management, LLC 0.49% Reduce -0.1% 30,716 $3.9M
First Citizens Bank & Trust Co. 0.07% Reduce -18.2% 30,363 $3.9M
Twin Capital Management Inc. 0.41% Add +0.1% 30,028 $3.8M
Glenmede Investment Management, LP 0.02% — 29,914 $3.8M
Radnor Capital Management, LLC 0.61% Reduce -1.0% 29,907 $3.8M
Richard Bernstein Advisors LLC 0.09% Reduce -9.3% 29,515 $3.7M
Baird Financial Group, Inc. 0.01% Add +15.1% 29,470 $3.7M
Laird Norton Wetherby Wealth Management, LLC 0.16% — 28,756 $3.6M
Ballentine Partners, LLC 0.05% Reduce -1.0% 28,618 $3.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +348.4% 28,448 $3.6M
Erste Asset Management GmbH 0.03% Add +202.0% 28,686 $3.6M
Institute for Wealth Management, LLC. 0.40% Reduce -3.0% 28,081 $3.6M
CHB Investment Group, LLC 1.81% Add +5.8% 28,033 $3.6M
Summit Place Financial Advisors, LLC 1.76% Add +0.2% 27,560 $3.5M
Horizon Investments, LLC 0.06% Add +557.9% 27,373 $3.5M
NorthCoast Asset Management LLC 0.01% Add +1.9% 27,324 $3.5M
Brevan Howard Capital Management LP 0.04% Add +177.8% 26,747 $3.4M
UniSuper Management Pty Ltd 0.02% Reduce -2.6% 26,639 $3.4M
1832 Asset Management L.P. 0.01% Add +3.5% 26,442 $3.4M
Regal Partners Ltd 0.28% New 26,198 $3.3M
Qsemble Capital Management, LP 0.32% New 26,009 $3.3M
Metis Global Partners, LLC 0.09% Reduce -5.3% 25,992 $3.3M
Advisors Asset Management, Inc. 0.06% Add +48.0% 25,832 $3.3M
Financial Advisory Partners, LLC 1.03% Reduce -0.4% 25,796 $3.3M
Lombard Odier Asset Management (Switzerland) SA 0.16% Add +38.0% 25,573 $3.2M
Park Avenue Securities LLC 0.03% Add +20.7% 25,465 $3.2M
Brown Advisory Inc. 0.00% Add +4.5% 25,366 $3.2M
Cyndeo Wealth Partners, LLC 0.19% New 25,296 $3.2M
NEOS Investment Management LLC 0.04% Add +26.8% 25,275 $3.2M
Oregon Public Employees Retirement Fund 0.05% Reduce -2.4% 24,552 $3.1M
Two Sigma Advisers, LP 0.01% Add +178.4% 24,500 $3.1M
Captrust Financial Advisors 0.01% Add +11.2% 24,385 $3.1M
Monument Capital Management 0.80% Add +4.4% 24,229 $3.1M
Public Employees Retirement Association of Colorado 0.01% No change 24,124 $3.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -31.8% 24,127 $3.1M
Fuller & Thaler Asset Management, Inc. 0.01% No change 24,014 $3.0M
Empowered Funds, LLC 0.03% Add +5.5% 23,821 $3.0M
Savant Capital, LLC 0.02% Add +16.0% 23,751 $3.0M
Pacer Advisors, Inc. 0.01% Add +57.3% 23,288 $3.0M
Guggenheim Capital LLC 0.02% Reduce -1.9% 23,151 $2.9M
Agf Management Ltd. 0.01% Reduce -2.5% 22,970 $2.9M
Knollwood Investment Advisory, LLC 0.28% No change 22,926 $2.9M
Fifth Third Bancorp 0.01% Reduce -1.8% 22,766 $2.9M
Teachers Retirement System of the State of Kentucky 0.02% Add +1.3% 22,672 $2.9M
Aviso Financial Inc. 0.13% Add +5.2% 22,366 $2.8M
Intrust Bank NA 0.25% Add +1.4% 22,270 $2.8M
Railway Pension Investments Ltd 0.04% Reduce -32.5% 22,200 $2.8M
Private Advisor Group, LLC 0.02% Add +2.0% 22,142 $2.8M
Ontario Teachers Pension Plan Board 0.06% Add +100.2% 21,814 $2.8M
AlphaQuest LLC 0.27% Add +103.8% 21,746 $2.8M
Donoghue Forlines LLC 0.79% New 21,729 $2.8M
Bailard, Inc. 0.06% Add +1.4% 21,647 $2.7M
Tower Research Capital LLC (TRC) 0.07% Add +29.9% 21,611 $2.7M
Greenleaf Trust 0.02% Reduce -6.1% 21,277 $2.7M
G&S Capital LLC 1.07% Add +1.6% 21,218 $2.7M
Ramirez Asset Management, Inc. 0.41% Add +124.4% 21,140 $2.7M
Pitcairn Co. 0.17% Reduce -17.1% 20,969 $2.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.07% No change 20,748 $2.6M
Lanark Financial, Inc. 0.21% Reduce -5.8% 20,326 $2.6M
Klein Pavlis & Peasley Financial, Inc. 1.72% Reduce -4.7% 20,300 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.6% 20,163 $2.6M
Kestra Advisory Services, LLC 0.01% Add +2.5% 20,105 $2.6M
Aurora Investment Counsel 1.34% Add +2.0% 20,054 $2.5M
Groupama Asset Managment 0.04% Add +43.7% 19,994 $2.5M
Mizuho Securities USA LLC 0.05% — 19,638 $2.5M
Sterling Capital Management LLC 0.03% Add +19.0% 19,210 $2.4M
&partners 0.02% Add +86.2% 19,108 $2.4M
D.A. Davidson & Co. 0.02% Reduce -4.7% 18,878 $2.4M
Vinva Investment Management Ltd 0.06% Add +33.8% 19,171 $2.4M
Atlantic Union Bankshares Corp 0.05% Reduce -3.9% 18,675 $2.4M
Kentucky Retirement Systems 0.07% Reduce -6.2% 18,547 $2.4M
Commerzbank Aktiengesellschaft 0.05% Add +6.4% 18,155 $2.3M
Avanza Fonder AB 0.07% No change 17,782 $2.3M
Cunning Capital Partners, LP 1.17% No change 17,698 $2.2M
Yarbrough Capital, LLC 0.08% No change 17,690 $2.2M
Redhawk Wealth Advisors, Inc. 0.28% Add +112.5% 17,464 $2.2M
Dean Capital Management 0.90% Add +5.6% 17,294 $2.2M
Dynamic Technology Lab Private Ltd 0.30% New 17,260 $2.2M
Mediolanum International Funds Ltd 0.03% Add +131.3% 17,502 $2.2M
EP Wealth Advisors, LLC 0.01% Add +2.5% 17,028 $2.2M
Sustainable Insight Capital Management, LLC 0.97% New 16,973 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% Add +17.1% 16,878 $2.1M
Insight Wealth Strategies, LLC 0.27% Add +14.8% 16,800 $2.1M
Focus Partners Wealth 0.00% Add +16.4% 16,735 $2.1M
Axecap Investments, LLC 1.38% Add +111.9% 16,729 $2.1M
Vise Technologies, Inc. 0.09% — 16,609 $2.1M
Plato Investment Management Ltd 0.16% Add +0.8% 16,593 $2.1M
Norinchukin Bank, The 0.03% Add +5.8% 16,486 $2.1M
Advisory Services Network, LLC 0.03% Add +17.2% 16,680 $2.1M
Hancock Whitney Corp. 0.04% Add +1.4% 16,284 $2.1M
New Age Alpha Advisors, LLC 0.09% Reduce -19.3% 16,133 $2.0M
Ascent Group, LLC 0.08% Reduce -0.1% 16,107 $2.0M
Stephens Inc. 0.03% Reduce -16.2% 15,990 $2.0M
Zions Bancorporation, National Association 0.11% Reduce -3.6% 15,956 $2.0M
XTX Topco Ltd 0.08% Add +90.8% 15,894 $2.0M
Cwm, LLC 0.01% Add +4.8% 15,849 $2.0M
Parallel Advisors, LLC 0.04% Reduce -1.7% 15,824 $2.0M
Banque Cantonale Vaudoise 0.08% Add +40.5% 15,823 $2.0M
American State Bank (Iowa) 1.09% Add +0.3% 15,537 $2.0M
Griffin Asset Management, Inc. 0.23% Add +0.4% 15,445 $2.0M
Lecap Asset Management Ltd. 0.68% New 15,186 $1.9M
Louisiana State Employees Retirement System 0.03% Reduce -3.2% 15,000 $1.9M
Securian Asset Management, Inc. 0.05% Reduce -2.6% 14,828 $1.9M
Gulf International Bank (UK) Ltd 0.07% Reduce -15.0% 14,579 $1.8M
Spire Wealth Management 0.07% Add +202.6% 14,550 $1.8M
Keybank National Association 0.01% Add +4.1% 14,382 $1.8M
Y-Intercept (Hong Kong) Ltd 0.04% Add +122.0% 14,242 $1.8M
Harvest Investment Advisors, LLC 1.14% Reduce -29.1% 13,949 $1.8M
Sequoia Financial Advisors, LLC 0.01% Add +1.9% 13,848 $1.8M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -28.4% 13,810 $1.8M
NorthCrest Asset Manangement, LLC 0.05% Add +4.2% 14,017 $1.8M
ING Groep NV 0.01% Add +6.5% 13,741 $1.7M
GeoWealth Management, LLC 0.07% Reduce -5.0% 13,659 $1.7M
Mystic Asset Management, Inc. 0.42% Add +5.1% 13,619 $1.7M
New Mexico Educational Retirement Board 0.06% No change 13,591 $1.7M
Orion Porfolio Solutions, LLC 0.01% Reduce -2.4% 13,568 $1.7M
Maryland State Retirement & Pension System 0.04% No change 13,531 $1.7M
NewEdge Wealth, LLC 0.03% Add +7.5% 13,489 $1.7M
OneDigital Investment Advisors LLC 0.02% Add +4.1% 13,395 $1.7M
Inceptionr LLC 0.39% Add +58.3% 13,384 $1.7M
Cornercap Investment Counsel Inc. 0.87% Reduce -2.1% 13,148 $1.7M
iA Global Asset Management Inc. 0.03% Reduce -42.3% 13,095 $1.7M
GAMMA Investing LLC 0.10% Add +12.0% 12,895 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.1% 12,729 $1.6M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -12.7% 12,711 $1.6M
Trivium Point Advisory, LLC 0.17% Reduce -5.7% 12,537 $1.6M
Jefferies Financial Group Inc. 0.03% New 12,290 $1.6M
Independent Advisor Alliance 0.04% Add +11.3% 12,283 $1.6M
Geneos Wealth Management Inc. 0.04% Add +103.3% 12,197 $1.5M
Avantax Advisory Services, Inc. 0.01% Reduce -0.2% 12,051 $1.5M
Wbi Investments, LLC 0.40% Reduce -44.9% 12,050 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -8.7% 12,036 $1.5M
Icon Advisers Inc. 0.35% Reduce -22.4% 12,020 $1.5M
Virtu Financial LLC 0.08% New 11,952 $1.5M
CI Investments Inc. 0.01% Add +0.6% 11,953 $1.5M
E. Ohman J:or Asset Management AB 0.04% No change 11,909 $1.5M
AG2R La Mondiale Gestion D'actifs 0.08% Add +2.9% 11,850 $1.5M
United Capital Financial Advisors, LLC 0.01% Reduce -5.7% 11,694 $1.5M
Virtus Investment Advisers, LLC 0.50% Reduce -6.8% 11,671 $1.5M
Icon Wealth Advisors, LLC 0.10% Add +27.5% 11,516 $1.5M
Atria Investments, Inc 0.02% Add +7.7% 11,497 $1.5M
Tidal Investments LLC 0.01% Reduce -25.9% 11,348 $1.4M
South Dakota Investment Council 0.03% No change 11,344 $1.4M
Two Sigma Securities, LLC 0.18% New 11,224 $1.4M
Vident Advisory, LLC 0.02% Reduce -2.3% 11,202 $1.4M
CreativeOne Wealth, LLC 0.04% Reduce -2.5% 11,009 $1.4M
Pensionfund Sabic 0.40% Reduce -9.8% 11,000 $1.4M
Empirical Finance, LLC 0.07% Add +0.6% 10,958 $1.4M
Williamson Legacy Group, LLC 1.17% Add +2.2% 10,906 $1.4M
Praxis Investment Management Inc. 0.09% No change 10,830 $1.4M
Redwood Investment Management, LLC 0.15% Add +2.5% 10,804 $1.4M
Centiva Capital, LP 0.09% New 10,780 $1.4M
Schonfeld Strategic Advisors LLC 0.01% Reduce -57.1% 10,716 $1.4M
OMERS ADMINISTRATION Corp 0.01% No change 10,714 $1.4M
Huntington National Bank 0.01% Add +5.0% 10,650 $1.4M
Synovus Financial Corp. 0.02% Add +1.6% 10,640 $1.3M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -68.9% 10,532 $1.3M
Diversified Trust Co. 0.03% Reduce -0.9% 10,435 $1.3M
Castlekeep Investment Advisors LLC 0.65% New 10,431 $1.3M
Board of the Pension Protection Fund 1.43% New 10,400 $1.3M
Delphi Management Inc. 1.26% New 10,272 $1.3M
Moors & Cabot, Inc. 0.06% No change 10,223 $1.3M
Commerce Bank 0.01% Reduce -7.9% 10,221 $1.3M
Lifestyle Asset Management, Inc. 0.60% Add +0.4% 10,070 $1.3M
Raiffeisen Bank International AG 0.02% Add +4.7% 10,254 $1.3M
Merit Financial Group, LLC 0.01% Add +20.5% 10,021 $1.3M
NJ State Employees Deferred Compensation Plan 0.15% No change 10,000 $1.3M
Meiji Yasuda Life Insurance Co 0.04% Reduce -0.7% 9,959 $1.3M
Balyasny Asset Management L.P. 0.00% Add +159.2% 9,851 $1.2M
Prossimo Advisors, LLC 0.98% Reduce -33.1% 9,660 $1.2M
Guidance Capital, Inc. 0.34% Add +1.6% 9,817 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +17.8% 9,449 $1.2M
Allworth Financial LP 0.01% Add +10.5% 9,440 $1.2M
Severin Investments, LLC 1.11% Reduce -2.2% 9,332 $1.2M
CSS LLC 0.22% Add +11.4% 9,299 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.9% 9,064 $1.1M
Argent Trust Co 0.04% Reduce -2.7% 8,995 $1.1M
Callan Family Office, LLC 0.04% Add +142.7% 8,979 $1.1M
Kathmere Capital Management, LLC 0.09% Add +18.9% 8,953 $1.1M
Gsa Capital Partners LLP 0.08% New 8,896 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +2.3% 8,805 $1.1M
Blair William & Co. 0.00% Add +12.2% 8,610 $1.1M
Mission Wealth Management, LP 0.02% Add +0.1% 8,577 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 8,532 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +25.0% 8,529 $1.1M
Wedbush Securities Inc. 0.04% Reduce -6.6% 8,442 $1.1M
Siemens Fonds Invest GmbH 0.06% Add +7.5% 8,425 $1.1M
Advisors Capital Management, LLC 0.01% Add +12.2% 8,382 $1.1M
Curi Capital, LLC 0.02% New 8,293 $1.1M
Jones Financial Companies LLLP 0.00% Add +57.7% 8,391 $1.0M
Freedom Investment Management, Inc. 0.08% Add +6.9% 8,248 $1.0M
Thoroughbred Financial Services, LLC 0.07% Reduce -15.3% 8,211 $1.0M
Baader Bank Aktiengesellschaft 0.09% Reduce -2.0% 8,015 $1.0M
Quadrant Capital Group LLC 0.04% Add +6.1% 7,995 $1.0M
Connecticut Wealth Management, LLC 0.05% Reduce -2.1% 7,968 $1.0M
Mark Sheptoff Financial Planning, LLC 0.54% No change 7,960 $1.0M
111 Capital 0.17% New 7,925 $1.0M
Vestcor Inc 0.03% Add +32.9% 7,908 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -6.5% 7,871 $999K
HB Wealth Management, LLC 0.01% Add +2.7% 7,795 $989K
Coldstream Capital Management Inc. 0.02% Reduce -2.7% 7,732 $981K
V-Square Quantitative Management LLC 0.13% Reduce -1.2% 7,726 $980K
Cullen/Frost Bankers, Inc. 0.01% Add +7.7% 7,719 $979K
Lido Advisors, LLC 0.01% Add +30.6% 7,537 $960K
Atlas Capital Advisors Inc. 0.12% Add +16.6% 7,510 $953K
Regions Financial Corp. 0.01% Add +0.5% 7,493 $951K
MASTERINVEST Kapitalanlage GmbH 0.10% — 7,244 $919K
Rehmann Capital Advisory Group 0.06% Reduce -23.8% 7,200 $914K
Meeder Advisory Services, Inc. 0.05% Add +16.4% 7,160 $908K
CIBC Private Wealth Group LLC 0.00% Add +7.5% 7,142 $906K
Vaughan Nelson Investment Management, L.P. 0.01% Add +27.4% 7,110 $902K
Bank of Hawaii 0.05% Reduce -7.5% 7,103 $901K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Add +12.9% 7,000 $888K
Haven Private, LLC 0.39% Add +3.3% 6,979 $885K
Easterly Investment Partners LLC 0.06% Reduce -52.1% 6,958 $883K
Canada Post Corp Registered Pension Plan 0.05% New 6,958 $883K
HUB Investment Partners, LLC 0.03% Add +9.8% 6,919 $878K
SRN Advisors, LLC 0.80% Add +4.7% 6,914 $877K
Modern Wealth Management, LLC 0.02% Add +0.1% 6,904 $876K
Bridgefront Capital, LLC 0.23% New 6,873 $872K
Advus Financial Partners, LLC 0.22% Reduce -0.1% 6,848 $869K
Monetary Management Group Inc. 0.21% No change 6,800 $863K
Mount Lucas Management LP 0.41% Reduce -80.1% 6,786 $861K
Systematic Financial Management LP 0.02% No change 6,775 $860K
TFB Advisors LLC 0.22% Reduce -2.8% 6,752 $857K
First National Bank of Mount Dora, Trust Investment Services 0.19% Reduce -2.5% 6,744 $856K
Summit Trail Advisors, LLC 0.01% New 6,653 $847K
Stratos Investment Management, LLC 0.04% Add +2.7% 6,633 $842K
Challenger Wealth Management 0.58% Add +0.6% 6,604 $838K
Mount Vernon Associates Inc. 0.60% Reduce -4.4% 6,559 $832K
Graham Capital Management, L.P. 0.03% New 6,514 $826K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -0.1% 6,501 $825K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 6,467 $820K
Boothbay Fund Management, LLC 0.03% New 6,435 $816K
Mufg Securities Americas Inc. 0.07% Add +23.7% 6,296 $799K
My Legacy Advisors, LLC 0.28% Reduce -2.1% 6,547 $798K
Farther Finance Advisors, LLC 0.02% Add +24.8% 6,272 $796K
Belpointe Asset Management LLC 0.03% Add +8.3% 6,252 $793K
Oppenheimer Asset Management Inc. 0.01% Add +30.7% 6,193 $786K
Accurate Wealth Management, LLC 0.12% Add +14.8% 6,378 $778K
BOK Financial Private Wealth, Inc. 0.05% Reduce -1.6% 6,085 $775K
Kesler, Norman & Wride, LLC 0.14% New 6,082 $772K
Applied Finance Capital Management, LLC 0.05% Reduce -13.3% 6,080 $771K
Oak Associates Ltd. 0.05% Reduce -3.6% 6,038 $766K
Mgo One Seven LLC 0.02% Add +29.3% 5,986 $759K
Signaturefd, LLC 0.01% Reduce -3.1% 5,958 $756K
CFO4Life Group, LLC 0.12% Reduce -0.1% 5,956 $756K
Vontobel Holding Ltd. 0.00% Reduce -35.0% 5,939 $753K
Graypoint LLC 0.04% Add +27.9% 5,926 $752K
Prospera Financial Services Inc 0.01% Add +48.0% 5,916 $751K
Johnson Investment Counsel Inc. 0.01% Reduce -0.1% 5,896 $748K
JB Capital LLC 0.04% Add +0.1% 5,891 $747K
Proficio Capital Partners LLC 0.05% Add +0.6% 5,868 $744K
Cresset Asset Management, LLC 0.00% Reduce -38.5% 5,753 $733K
Burney Co./ 0.02% No change 5,710 $724K
Snowden Capital Advisors LLC 0.02% Add +15.3% 5,680 $723K
McGlone Suttner Wealth Management, Inc. 0.11% Add +3.0% 5,699 $723K
Quarry LP 0.17% Add +27.3% 5,677 $720K
Aviance Capital Partners, LLC 0.09% No change 5,636 $715K
DMC Group, LLC 0.55% Add +9.1% 5,578 $708K
Legacy Capital Wealth Partners, LLC 0.16% Add +3.8% 5,545 $704K
Burford Brothers, Inc. 0.32% New 5,492 $697K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -8.9% 5,475 $694K
Choreo, LLC 0.01% Add +8.1% 5,395 $687K
LVW Advisors, LLC 0.08% Add +11.0% 5,415 $687K
Scotia Capital Inc. 0.00% New 5,412 $687K
Northwest & Ethical Investments L.P. 0.02% Reduce -85.4% 5,500 $686K
Impact Partnership Wealth, LLC 0.13% New 5,377 $682K
Summit Financial, LLC 0.02% Reduce -13.4% 5,306 $676K
Westerkirk Capital Inc. 0.08% — 5,300 $672K
Citizens Financial Group Inc. 0.01% Add +12.3% 5,194 $662K
Compound Planning, Inc. 0.02% Add +7.1% 5,198 $659K
Bessemer Group Inc. 0.00% Reduce -55.8% 5,118 $650K
Saiph Capital, LLC 0.25% New 5,096 $647K
Moneta Group Investment Advisors LLC 0.01% Add +0.3% 5,046 $640K
Kestra Private Wealth Services, LLC 0.01% Add +0.2% 5,003 $635K
Black Swift Group, LLC 0.13% No change 5,000 $634K
Meyer Handelman Co. 0.02% No change 4,998 $634K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +1971.8% 4,993 $633K
International Assets Investment Management, LLC 0.05% Reduce -13.8% 4,972 $631K
Stonegate Investment Group, LLC 0.02% No change 4,930 $625K
Ibex Wealth Advisors 0.07% New 4,918 $624K
Forum Financial Management, LP 0.01% Add +2.9% 4,898 $621K
Polymer Capital Management (US) LLC 0.10% Add +12.9% 4,895 $621K
Brooklyn Investment Group 0.08% Add +16.8% 4,883 $620K
Hantz Financial Services, Inc. 0.01% Reduce -1.4% 4,847 $615K
Headlands Technologies LLC 0.07% Add +154.7% 4,822 $612K
Tectonic Advisors LLC 0.04% Add +2.6% 4,807 $610K
Oppenheimer & Co. Inc. 0.01% Add +11.6% 4,806 $610K
Welch & Forbes LLC 0.01% No change 4,781 $607K
Principal Securities, Inc. 0.01% Add +80.3% 4,772 $605K
Rwa Wealth Partners, LLC 0.01% Reduce -2.7% 4,723 $599K
Beacon Pointe Advisors, LLC 0.01% Reduce -5.8% 4,700 $596K
Bartlett & Co. Wealth Management LLC 0.01% Add +1.5% 4,673 $595K
NTV Asset Management LLC 0.07% No change 4,680 $594K
Syon Capital LLC 0.04% Add +43.0% 4,643 $589K
Qtron Investments LLC 0.07% Reduce -36.1% 4,592 $583K
Westover Capital Advisors, LLC 0.12% Add +6.6% 4,574 $580K
Hamilton Capital Partners Inc. 0.03% No change 4,571 $580K
Cambria Investment Management, L.P. 0.04% Reduce -28.9% 4,568 $580K
Wedmont Private Capital 0.02% Add +1.2% 4,706 $574K
SVB Wealth LLC 0.03% New 4,493 $570K
Brave Asset Management Inc. 0.15% No change 4,487 $569K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.6% 4,459 $566K
Frisch Financial Group, Inc. 0.14% Add +0.4% 4,435 $565K
Composition Wealth, LLC 0.01% Add +1.2% 4,425 $561K
State of Wyoming 0.07% Reduce -44.6% 4,340 $551K
EverSource Wealth Advisors, LLC 0.02% Add +47.2% 4,232 $537K
Gryphon Financial Partners LLC 0.07% Add +0.3% 4,222 $536K
TD Private Client Wealth LLC 0.01% Reduce -6.4% 4,217 $535K
S-Bank Fund Management Ltd 0.08% Reduce -7.2% 4,179 $530K
Fifth Third Wealth Advisors LLC 0.02% Reduce -5.7% 4,165 $528K
AdviceOne Advisory Services, LLC 0.39% Reduce -9.0% 4,160 $528K
UMB Bank, n.a. 0.01% Reduce -2.9% 4,105 $521K
Naviter Wealth, LLC 0.06% No change 4,049 $516K
Ipsen Advisor Group LLC 0.38% Add +8.7% 3,980 $505K
MTM Investment Management, LLC 0.17% No change 3,955 $502K
Clark Capital Management Group, Inc. 0.00% Reduce -28.0% 3,900 $495K
Hartford Financial Management Inc. 0.13% Add +68.1% 3,872 $491K
Genus Capital Management Inc. 0.06% Reduce -4.8% 3,854 $489K
Grey Ledge Advisors, LLC 0.12% Add +2.4% 3,849 $488K
Evergreen Capital Management LLC 0.01% Reduce -0.8% 3,821 $487K
SageView Advisory Group, LLC 0.02% Reduce -0.5% 4,014 $487K
Burns Matteson Capital Management, LLC 0.23% Reduce -6.4% 3,827 $486K
World Investment Advisors 0.01% Reduce -7.8% 3,824 $485K
BayBridge Capital Group, LLC 0.31% Add +2.4% 3,776 $479K
Apollon Wealth Management, LLC 0.01% Reduce -6.7% 3,773 $479K
WASHINGTON TRUST Co 0.02% No change 3,750 $476K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -6.3% 3,721 $472K
Sowell Financial Services LLC 0.02% Reduce -1.4% 3,702 $470K
Advisory Alpha, LLC 0.01% Add +32.5% 3,665 $465K
Wilmington Savings Fund Society, FSB 0.01% Reduce -3.8% 3,649 $463K
Keynote Financial Services LLC 0.31% Add +0.1% 3,648 $463K
Walleye Trading LLC 0.01% New 3,648 $463K
Nemes Rush Group LLC 0.05% No change 3,644 $462K
Profund Advisors LLC 0.02% Reduce -9.9% 3,627 $460K
Whittier Trust Co. 0.01% Reduce -5.4% 3,581 $454K
AdvisorShares Investments LLC 0.08% Reduce -16.8% 3,577 $454K
Weil Company, Inc. 0.12% No change 3,572 $453K
TD Waterhouse Canada Inc. 0.00% Add +214.4% 3,572 $452K
Camelot Portfolios, LLC 0.27% Add +1.9% 3,544 $450K
Relyea Zuckerberg Hanson LLC 0.05% Add +0.7% 3,542 $449K
Csenge Advisory Group 0.02% Reduce -5.6% 3,457 $449K
Palisades Hudson Asset Management, L.P. 0.17% No change 3,523 $447K
Financial Engines Advisors L.L.C. 0.00% No change 3,508 $445K
Bridgewater Advisors Inc. 0.03% Reduce -0.1% 3,546 $442K
NorthRock Partners, LLC 0.01% Add +9.1% 3,465 $441K
Smartleaf Asset Management LLC 0.04% Reduce -10.8% 3,522 $439K
Aries Wealth Management 0.11% No change 3,456 $438K
DGS Capital Management, LLC 0.09% Add +6.7% 3,436 $436K
Harvest Fund Management Co., Ltd 0.02% No change 3,410 $433K
AdvisorNet Financial, Inc 0.03% Reduce -0.9% 3,403 $432K
MAI Capital Management 0.00% Add +41.2% 3,385 $429K
Trust Asset Management LLC 0.03% No change 3,364 $427K
SeaCrest Wealth Management, LLC 0.05% Reduce -4.3% 3,359 $426K
DAVENPORT & Co LLC 0.00% Reduce -16.1% 3,342 $424K
D'Orazio & Associates, Inc. 0.06% Reduce -0.5% 3,341 $424K
PDS Planning, Inc 0.03% Reduce -0.1% 3,318 $421K
Net Worth Advisory Group 0.09% Add +6.8% 3,272 $415K
Catalyst Financial Partners LLC 0.04% Add +3.7% 3,244 $412K
HORAN Wealth, LLC 0.13% — 3,243 $411K
Lifeworks Advisors, LLC 0.06% Add +3.1% 3,240 $411K
Prime Capital Investment Advisors, LLC 0.01% Reduce -36.9% 3,240 $411K
Sagespring Wealth Partners, LLC 0.01% Add +28.5% 3,238 $411K
Ieq Capital, LLC 0.00% Reduce -66.4% 3,227 $409K
CX Institutional 0.01% Reduce -25.3% 3,218 $408K
Boston Trust Walden Corp 0.00% No change 3,200 $406K
Abn Amro Investment Solutions 0.01% Reduce -13.1% 3,176 $403K
Optimize Financial Inc. 0.24% Reduce -0.7% 3,148 $399K
Cooper Financial Group 0.05% Add +21.2% 3,135 $398K
Florida Trust Wealth Management Co 0.01% No change 3,124 $396K
Perigon Wealth Management, LLC 0.01% Add +10.3% 3,108 $394K
Seeds Investor LLC 0.09% Reduce -16.1% 3,087 $392K
Interchange Capital Partners, LLC 0.09% Reduce -4.4% 3,077 $390K
Benjamin Edwards Inc. 0.01% New 3,074 $390K
Horan Securities, Inc. 0.14% Reduce -4.0% 3,071 $390K
St Germain D J Co. Inc. 0.02% Add +79.1% 3,047 $387K
Venture Visionary Partners LLC 0.01% Reduce -0.3% 3,044 $386K
HM Payson & Co. 0.01% No change 3,027 $384K
Rossmore Private Capital 0.04% No change 3,025 $384K
Alps Advisors Inc. 0.00% Add +1.2% 3,015 $383K
Wetzel Investment Advisors, Inc. 0.18% No change 3,000 $382K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 3,000 $381K
Ransom Advisory, Ltd 0.18% No change 3,000 $381K
Entropy Technologies, LP 0.03% Reduce -26.9% 2,985 $379K
Teza Capital Management LLC 0.28% Reduce -14.3% 2,971 $377K
NDVR, Inc. 0.35% Add +3.8% 2,952 $375K
Bluesphere Advisors LLC 0.19% No change 2,930 $372K
PFG Investments, LLC 0.02% Add +0.1% 2,908 $369K
Blue Trust, Inc. 0.00% Reduce -10.9% 2,901 $368K
Vista Investment Management 0.14% No change 2,879 $365K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -9.7% 2,873 $364K
Measured Wealth Private Client Group, LLC 0.11% New 2,848 $361K
Suncoast Equity Management 0.04% No change 2,843 $361K
Cigna Investments Inc. 0.06% Reduce -2.6% 2,818 $358K
MCF Advisors LLC 0.02% Reduce -13.2% 2,803 $357K
Nwam LLC 0.02% Add +56.3% 2,828 $356K
Tiaa Trust, National Association 0.00% Add +0.2% 2,797 $355K
High Probability Advisors, LLC 0.05% No change 2,750 $349K
Bank of New Hampshire 0.09% No change 2,743 $348K
HBK Sorce Advisory LLC 0.01% Reduce -63.1% 2,730 $346K
Pinnacle Associates Ltd. 0.00% Reduce -2.6% 2,692 $342K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.1% 2,682 $340K
West Paces Advisors Inc. 0.07% Add +27.4% 2,679 $340K
Concurrent Investment Advisors, LLC 0.01% Add +41.7% 2,673 $339K
CW Advisors, LLC 0.00% Add +4.8% 2,663 $338K
Wayfinding Financial, LLC 0.15% Reduce -6.8% 2,667 $336K
Heritage Investors Management Corp. 0.01% Reduce -7.0% 2,652 $336K
Horizon Advisory Services, Inc. 0.18% Add +0.4% 2,610 $331K
Wealthspire Advisors, LLC 0.00% Reduce -9.6% 2,602 $330K
McCarthy & Cox 0.09% No change 2,600 $330K
Burke & Herbert Bank & Trust Co. 0.07% No change 2,577 $327K
Leigh Baldwin & Co., LLC 0.21% Add +0.4% 2,571 $326K
Financial Advisors Network, Inc. 0.05% Add +1.9% 2,563 $325K
Ground Swell Capital, LLC 0.53% New 2,552 $324K
Avior Wealth Management, LLC 0.01% Add +1134.6% 2,531 $321K
Verum Partners LLC 0.07% Add +2.8% 2,525 $320K
Hilltop Holdings Inc. 0.02% Add +21.2% 2,515 $319K
AE Wealth Management LLC 0.00% Add +4.4% 2,508 $318K
Ignite Planners, LLC 0.06% Add +4.3% 2,575 $316K
United Asset Strategies, Inc. 0.03% Add +2.0% 2,475 $314K
YHB Investment Advisors, Inc. 0.02% No change 2,474 $314K
HighPoint Advisor Group LLC 0.02% Add +0.2% 2,452 $311K
Patrick M Sweeney & Associates, Inc. 0.21% Reduce -1.6% 2,485 $311K
Strategic Financial Services, Inc. 0.02% Add +0.0% 2,442 $310K
Equitable Holdings, Inc. 0.00% Reduce -18.7% 2,430 $308K
Charter Oak Capital Management, LLC 0.03% No change 2,424 $308K
American Investment Services, Inc. 0.08% No change 2,423 $307K
Independent Financial Group, LLC 0.01% Add +2.8% 2,397 $304K
Chicago Partners Investment Group LLC 0.01% Add +3.6% 2,457 $303K
Checchi Capital Advisers, LLC 0.02% Reduce -4.1% 2,363 $300K
Howard Capital Management Group, LLC 0.02% Add +0.1% 2,341 $297K
Savvy Advisors, Inc. 0.02% Add +10.6% 2,338 $297K
Drive Wealth Management, LLC 0.06% Add +1.8% 2,296 $292K
Sharp Wealth Advisory, LLC 0.19% Add +8.3% 2,278 $289K
Sterling Investment Counsel, LLC 0.17% Reduce -8.6% 2,275 $289K
Cloud Capital Management, LLC 0.18% Reduce -1.6% 2,276 $287K
Clarius Group, LLC 0.02% Add +0.5% 2,261 $287K
RNC Capital Management LLC 0.01% No change 2,254 $286K
Dynamic Advisor Solutions LLC 0.01% Add +2.0% 2,247 $285K
Salzhauer Michael 0.18% No change 2,246 $285K
Asset Dedication, LLC 0.02% No change 2,243 $285K
Integrated Advisors Network LLC 0.01% Add +0.4% 2,240 $284K
MBB Public Markets I LLC 0.03% Reduce -18.2% 2,234 $283K
Patton Fund Management, Inc. 0.06% New 2,232 $283K
CMC Financial Group 0.65% New 2,231 $283K
Sherbrooke Park Advisers LLC 0.12% New 2,228 $283K
Moneco Advisors, LLC 0.03% No change 2,228 $283K
Stratos Wealth Partners, LTD. 0.00% Reduce -5.6% 2,214 $281K
Evercore Wealth Management, LLC 0.00% No change 2,213 $281K
GAMCO Investors 0.00% No change 2,200 $279K
Trillium Asset Management, LLC 0.01% No change 2,197 $279K
Wealth Alliance, LLC 0.03% Add +34.4% 2,199 $279K
Frank, Rimerman Advisors LLC 0.02% Reduce -20.2% 2,198 $279K
Voleon Capital Management LP 0.02% Reduce -55.5% 2,198 $279K
Koshinski Asset Management, Inc. 0.02% Add +6.8% 2,191 $278K
Aster Capital Management (DIFC) Ltd 0.06% New 2,191 $278K
Premier Path Wealth Partners, LLC 0.04% Add +8.9% 2,191 $278K
Crestwood Advisors Group, LLC 0.01% Add +27.7% 2,187 $277K
Fielder Capital Group LLC 0.07% Reduce -6.9% 2,184 $277K
Affinity Investment Advisors, LLC 0.21% No change 2,182 $277K
Winthrop Advisory Group LLC 0.03% Add +0.1% 2,171 $277K
Riverbend Wealth Management, LLC 0.21% Add +5.2% 2,178 $276K
Keystone Financial Group 0.02% Add +0.1% 2,168 $275K
Archer Investment Corp 0.07% Add +1343.3% 2,165 $275K
Pinnacle Wealth Planning Services, Inc. 0.04% New 2,163 $274K
Chesapeake Asset Management LLC 0.25% Add +25.5% 2,138 $271K
Signature Estate & Investment Advisors LLC 0.01% Add +0.1% 2,137 $271K
Principle Wealth Partners LLC 0.02% New 2,110 $268K
Cidel Asset Management Inc. 0.02% Reduce -10.1% 2,101 $267K
North Star Investment Management Corp. 0.02% No change 2,100 $266K
Dale Q Rice Investment Management Ltd 0.22% Reduce -50.0% 2,200 $265K
Longboard Asset Management, LP 0.65% No change 2,073 $263K
Douglas Lane & Associates, LLC 0.00% No change 2,073 $263K
Pallas Capital Advisors LLC 0.01% Add +10.8% 2,069 $262K
Fidelis Capital Partners, LLC 0.02% Add +4.4% 2,037 $262K
Stevens Capital Management LP 0.07% Add +24.5% 2,063 $262K
Riversedge Advisors, LLC 0.05% Add +22.5% 2,058 $261K
J. L. Bainbridge & Co., Inc. 0.02% Add +2.8% 2,055 $261K
IFP Advisors, Inc 0.01% Reduce -14.5% 1,484 $258K
AlTi Global, Inc. 0.01% Add +8.3% 2,042 $257K
Founders Financial Alliance, LLC 0.06% Reduce -3.5% 2,017 $256K
Woodward Diversified Capital, LLC 0.13% New 2,009 $255K
Trek Financial, LLC 0.02% Reduce -10.9% 2,009 $255K
Verdence Capital Advisors LLC 0.02% Reduce -63.2% 2,003 $254K
Purkiss Capital Advisors LLC 0.14% No change 2,000 $254K
Segment Wealth Management, LLC 0.02% No change 2,000 $254K
Coastal Bridge Advisors, LLC 0.02% New 1,988 $252K
PUREfi Wealth, LLC 0.20% New 1,971 $250K
AIA Group Ltd 0.01% Reduce -19.4% 1,968 $250K
Steph & Co. 0.08% Reduce -18.6% 1,967 $250K
DRW Securities, LLC 0.02% New 1,966 $249K
Capital Investment Advisors, LLC 0.00% New 1,937 $246K
Ossiam 0.00% Add +47.4% 1,937 $246K
Aprio Wealth Management, LLC 0.03% Add +11.0% 1,931 $245K
Boston Family Office LLC 0.02% No change 1,933 $245K
Advisor Resource Council 0.12% Reduce -89.2% 1,928 $245K
Brighton Jones LLC 0.01% New 1,927 $244K
JT Stratford LLC 0.04% New 1,917 $243K
Trinity Financial Advisors LLC 0.07% No change 1,900 $242K
Northwest Bancshares, Inc. 0.04% No change 1,905 $242K
MIdWestOne Financial Group, Inc. 0.03% No change 1,900 $241K
Fort Sheridan Advisors LLC 0.03% Add +5.3% 1,890 $240K
Tyler-Stone Wealth Management 0.04% No change 1,878 $238K
Ashton Thomas Private Wealth, LLC 0.01% Add +11.6% 1,864 $237K
Bayforest Capital Ltd 0.10% Reduce -39.4% 1,869 $237K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +3.2% 1,866 $237K
Blueshift Asset Management, LLC 0.07% New 1,863 $236K
KMG Fiduciary Partners, LLC 0.02% New 1,860 $236K
Valeo Financial Advisors, LLC 0.01% Reduce -1.2% 1,855 $235K
Shore Point Advisors, LLC 0.11% No change 1,852 $235K
MQS Management LLC 0.13% Reduce -11.1% 1,848 $234K
Mather Group, Llc. 0.00% Reduce -0.1% 1,846 $234K
Western Wealth Management, LLC 0.01% No change 1,841 $234K
Balefire, LLC 0.05% New 1,834 $233K
Angeles Wealth Management, LLC 0.02% New 1,831 $232K
Planned Solutions, Inc. 0.09% No change 1,830 $232K
FourThought Financial Partners, LLC 0.02% New 1,828 $232K
Waverly Advisors, LLC 0.00% Add +12.9% 1,826 $232K
Keel Point, LLC 0.02% Add +3.5% 1,813 $230K
Strategic Advisors LLC 0.05% Add +0.1% 1,810 $230K
McLean Asset Management Corp 0.06% Add +1.7% 1,863 $229K
Means Investment Co., Inc. 0.02% Add +0.1% 1,800 $228K
Transcend Capital Advisors, LLC 0.02% Add +4.1% 1,792 $227K
Ellevest, Inc. 0.04% Reduce -9.2% 1,785 $226K
Daymark Wealth Partners, LLC 0.01% Add +9.0% 1,780 $226K
Howard Capital Management, LLC 0.00% Reduce -10.2% 1,768 $225K
Five Oceans Advisors 0.10% Add +1.2% 1,774 $225K
Astoria Portfolio Advisors LLC. 0.06% Add +0.7% 1,826 $225K
SteelPeak Wealth, LLC 0.01% Reduce -91.7% 1,758 $224K
ICONIQ Capital, LLC 0.00% New 1,753 $222K
Cathy Pareto & Associates, Inc. 0.18% Add +0.3% 1,749 $222K
Sigma Planning Corp 0.01% New 1,736 $220K
Pzena Investment Management LLC 0.00% New 1,735 $220K
Intrua Financial, LLC 0.03% Add +0.3% 1,734 $220K
Investment Advisory Services Inc. /TX 0.07% New 1,732 $220K
Chilton Investment Co. Inc. 0.00% Add +1.0% 1,731 $220K
Guardian Wealth Advisors, LLC / NC 0.02% Add +2.8% 1,726 $219K
Quent Capital, LLC 0.02% Add +2.3% 1,720 $218K
Legacy Financial Advisors, Inc. 0.03% Add +4.5% 1,708 $217K
Davis Investment Partners, LLC 0.08% No change 1,700 $215K
Verus Financial Partners, Inc. 0.02% Add +0.3% 1,764 $215K
Foundations Investment Advisors, LLC 0.00% New 1,686 $214K
Maridea Wealth Management LLC 0.06% Reduce -54.0% 1,676 $213K
Aaron Wealth Advisors LLC 0.02% New 1,674 $212K
Fortem Financial Group, LLC 0.07% Reduce -6.9% 1,673 $212K
Magnolia Capital Advisors LLC 0.05% Reduce -1.1% 1,655 $210K
Brookstone Capital Management 0.00% New 1,653 $210K
LGT Fund Management Co Ltd. 0.02% No change 1,653 $210K
Trust Investment Advisors 0.13% New 1,640 $208K
Shelton Capital Management 0.00% No change 1,622 $206K
Exchange Traded Concepts, LLC 0.00% Add +0.7% 1,613 $205K
Romano Brothers and Company 0.03% New 1,610 $204K
Avestar Capital, LLC 0.01% New 1,599 $204K
Silvia McColl Wealth Management, LLC 0.15% New 1,600 $203K
Founders Capital Management, LLC 0.03% New 1,600 $203K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -6.0% 1,599 $203K
Axxcess Wealth Management, LLC 0.00% New 1,578 $200K
Global Retirement Partners, LLC 0.01% — 1,576 $200K
Ameritas Advisory Services, LLC 0.01% New 1,572 $199K
Tortoise Investment Management, LLC 0.02% Add +0.8% 1,535 $195K
Clearstead Advisors, LLC 0.00% Add +32.1% 1,530 $194K
Transamerica Financial Advisors, LLC 0.02% Reduce -4.5% 1,432 $182K
Arax Advisory Partners 0.01% Add +37.7% 1,271 $180K
Westpac Banking Corp. 0.01% No change 1,401 $178K
Carderock Capital Management Inc. 0.05% New 1,400 $178K
Brown, Lisle/Cummings, Inc. 0.05% No change 1,393 $177K
Armstrong Advisory Group, Inc. 0.01% No change 1,379 $175K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.6% 1,354 $172K
Harbour Investments, Inc. 0.00% Add +220.5% 1,346 $171K
Manchester Capital Management LLC 0.02% No change 1,312 $166K
ORG Partners LLC 0.04% Add +18.6% 1,305 $165K
Ancora Advisors LLC 0.00% Add +0.8% 1,293 $164K
First Horizon Advisors, Inc. 0.00% Reduce -51.6% 1,290 $164K
JFS Wealth Advisors, LLC 0.01% Reduce -0.2% 1,260 $160K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,220 $155K
Virtus Advisers, LLC 0.10% No change 1,212 $154K
Medallion Wealth Advisors, LLC 0.06% No change 1,183 $150K
Caldwell Trust Co 0.01% No change 1,142 $145K
New England Capital Financial Advisors LLC 0.06% No change 1,090 $138K
Ridgewood Investments LLC 0.06% No change 1,054 $134K
Tompkins Financial Corp. 0.01% Reduce -65.6% 1,048 $133K
Parkside Financial Bank & Trust 0.01% Add +0.5% 1,028 $130K
Trust Co. of Toledo NA 0.01% New 1,028 $130K
Hemington Wealth Management 0.02% Add +3.1% 1,003 $127K
Piscataqua Savings Bank 0.11% No change 1,000 $127K
Delta Asset Management LLC 0.01% No change 1,000 $127K
TCTC Holdings, LLC 0.00% No change 957 $121K
GPS Wealth Strategies Group, LLC 0.01% Add +0.3% 929 $118K
Sentry Investment Management LLC 0.06% No change 931 $114K
CENTRAL TRUST Co 0.00% Add +59.4% 894 $113K
MUFG Securities EMEA plc 0.00% Reduce -96.2% 847 $107K
Hilltop National Bank 0.03% — 819 $104K
CoreCap Advisors, LLC 0.00% Reduce -5.1% 814 $103K
Cromwell Holdings LLC 0.06% Add +4.5% 791 $101K
Versant Capital Management, Inc 0.02% Add +1.4% 793 $101K
Whittier Trust Co. of Nevada Inc. 0.00% No change 787 $100K
CYBER HORNET ETFs LLC 0.07% New 783 $99K
Grove Bank & Trust 0.01% Add +4.6% 777 $99K
Leonteq Securities AG 0.01% Add +388.1% 776 $98K
1620 Investment Advisors, Inc. 0.07% No change 745 $95K
Ofi Invest Asset Management 0.00% New 832 $90K
REAP Financial Group, LLC 0.02% Add +170.7% 701 $89K
Private Trust Co. NA 0.01% Reduce -36.7% 686 $87K
Raleigh Capital Management Inc. 0.04% Reduce -9.8% 665 $84K
New Millennium Group LLC 0.05% Add +3533.3% 654 $83K
Johnson Financial Group, Inc. 0.00% Reduce -71.9% 649 $83K
S.A. Mason LLC 0.04% No change 646 $82K
Westside Investment Management, Inc. 0.01% Add +35.9% 625 $79K
Prestige Wealth Management Group LLC 0.02% No change 600 $76K
Bruce G. Allen Investments, LLC 0.06% Reduce -0.3% 585 $74K
Simplex Trading, LLC 0.00% New 582 $73K
General Partner, Inc. 0.04% No change 575 $73K
Rothschild Investment LLC 0.00% Reduce -6.1% 550 $70K
Traub Capital Management LLC 0.06% — 536 $68K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -2.7% 533 $68K
Larson Financial Group LLC 0.00% Add +51.1% 532 $67K
Deseret Mutual Benefit Administrators 0.03% No change 507 $64K
Sarver Vrooman Wealth Advisors 0.04% Reduce -25.7% 501 $64K
Investors Research Corp 0.01% No change 500 $63K
Hazlett, Burt & Watson, Inc. 0.03% No change 500 $63K
Pinnacle Bancorp, Inc. 0.02% No change 492 $62K
Smithfield Trust Co 0.00% No change 475 $60K
Generali Investments, Management Co LLC 0.01% New 473 $60K
Caitong International Asset Management Co., Ltd 0.04% New 463 $59K
Cetera Trust Company, N.A 0.03% No change 450 $57K
CVA Family Office, LLC 0.01% Reduce -1.1% 438 $56K
Tobam 0.02% Add +16.3% 436 $55K
ESL Trust Services, LLC 0.01% No change 410 $52K
Harbor Capital Advisors, Inc. 0.00% Add +29.4% 400 $51K
Curat Global, LLC 0.05% No change 400 $51K
CNB Bank 0.02% No change 400 $51K
Toth Financial Advisory Corp. 0.01% No change 400 $51K
Hollencrest Capital Management 0.00% No change 389 $49K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +127.0% 379 $48K
Trust Co. of Vermont 0.00% No change 378 $48K
Caldwell Sutter Capital, Inc. 0.02% No change 365 $46K
Twin Peaks Wealth Advisors, LLC 0.01% New 357 $46K
Walleye Capital LLC 0.00% Reduce -93.9% 358 $45K
Key Financial Inc 0.01% No change 357 $45K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 350 $44K
Financial Gravity Companies, Inc. 0.01% — 346 $44K
Bell Investment Advisors, Inc 0.01% Add +1.2% 343 $44K
First United Bank & Trust 0.01% Reduce -5.6% 340 $43K
Stuart Chaussee & Associates, Inc. 0.01% No change 340 $43K
Flagship Wealth Advisors, LLC 0.02% No change 332 $42K
DT Investment Partners, LLC 0.00% No change 331 $42K
Addison Advisors LLC 0.01% Add +129.3% 321 $41K
Meeder Asset Management Inc. 0.00% Add +9.6% 319 $40K
Spurstone Advisory Services, LLC 0.58% No change 300 $38K
Bank & Trust Co 0.03% No change 300 $38K
Signature Resources Capital Management, LLC 0.02% New 300 $38K
Smallwood Wealth Investment Management, LLC 0.02% No change 300 $38K
Covestor Ltd 0.02% Reduce -9.2% 277 $36K
Clean Yield Group 0.01% No change 279 $35K
Elevation Point Wealth Partners, LLC 0.00% New 274 $35K
LRI Investments, LLC 0.00% Reduce -10.7% 268 $34K
Center for Financial Planning, Inc. 0.00% No change 266 $34K
Farmers & Merchants Investments Inc. 0.00% Add +17.3% 258 $33K
Valued Wealth Advisors LLC 0.02% Add +5.4% 255 $32K
Itau Unibanco Holding S.A. 0.00% Reduce -13.2% 250 $32K
West Financial Advisors, LLC 0.01% No change 247 $31K
Oakworth Capital, Inc. 0.00% No change 240 $30K
Vermillion & White Wealth Management Group, LLC 0.02% Add +72.8% 235 $30K
Ascentis Wealth Management, LLC 0.01% No change 231 $29K
Private Wealth Management Group, LLC 0.01% Add +151.1% 221 $28K
Tradewinds Capital Management, LLC 0.01% No change 220 $28K
Resources Management Corp. /CT/ 0.00% No change 204 $26K
Founders Capital Management 0.02% No change 200 $25K
Sittner & Nelson, LLC 0.01% No change 200 $25K
Barrett & Company, Inc. 0.01% Reduce -8.3% 200 $25K
NewSquare Capital LLC 0.00% Add +65.0% 198 $25K
Navigoe, LLC 0.02% No change 200 $25K
Sound Income Strategies, LLC 0.00% Reduce -2.0% 192 $24K
Summit Securities Group LLC 0.01% Reduce -63.1% 191 $24K
Plante Moran Financial Advisors, LLC 0.00% No change 188 $24K
Quest 10 Wealth Builders, Inc. 0.02% Add +4575.0% 187 $24K
GW&K Investment Management, LLC 0.00% Add +7.9% 178 $23K
Pingora Partners LLC 0.02% No change 180 $23K
Opal Wealth Advisors, LLC 0.01% No change 171 $22K
Millstone Evans Group, LLC 0.01% No change 170 $22K
Sierra Ocean, LLC 0.02% Add +15.3% 166 $21K
N.E.W. Advisory Services LLC 0.00% No change 163 $21K
Clearstead Trust, LLC 0.00% Add +32.2% 160 $20K
Whipplewood Advisors, LLC 0.01% Add +1354.5% 160 $20K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 159 $20K
Costello Asset Management, INC 0.01% Add +3.3% 155 $20K
WPG Advisers, LLC 0.02% Add +5.6% 152 $19K
Hillsdale Investment Management Inc. 0.00% Reduce -97.3% 150 $19K
Foster Dykema Cabot & Partners, LLC 0.00% No change 150 $19K
MV Capital Management, Inc. 0.00% Reduce -74.5% 147 $19K
Sachetta, LLC 0.01% No change 143 $18K
Cape Investment Advisory, Inc. 0.01% Add +0.7% 142 $18K
Ogorek Anthony Joseph /NY/ 0.01% No change 138 $17K
Rise Advisors, LLC 0.01% No change 132 $17K
Provenance Wealth Advisors, LLC 0.00% No change 122 $15K
Golden State Wealth Management, LLC 0.00% No change 118 $15K
Chelsea Counsel Co. 0.01% No change 115 $15K
Fortitude Family Office, LLC 0.00% Add +80.7% 112 $14K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 111 $14K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Reduce -40.5% 110 $14K
Bogart Wealth, LLC 0.00% Add +289.3% 109 $14K
Private Wealth Asset Management, LLC 0.00% Reduce -8.6% 107 $14K
Ameriflex Group, Inc. 0.01% New 103 $13K
CoreFirst Bank & Trust 0.01% New 100 $13K
WealthCollab, LLC 0.01% No change 95 $12K
Valley National Advisers Inc. 0.00% No change 100 $12K
Activest Wealth Management 0.00% Add +25.7% 93 $12K
Rossby Financial, LCC 0.00% Reduce -90.8% 91 $12K
Barnes Dennig Private Wealth Management LLC 0.01% New 87 $11K
GoalVest Advisory LLC 0.00% Reduce -3.4% 85 $11K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 83 $11K
SouthState Bank Corp 0.00% No change 80 $10K
Coston, McIsaac & Partners 0.00% No change 82 $10K
Glen Eagle Advisors, LLC 0.00% No change 74 $9K
Avion Wealth 0.00% Add +111.1% 76 $9K
HHM Wealth Advisors, LLC 0.00% Reduce -7.9% 70 $9K
Banque Transatlantique SA 0.00% No change 68 $9K
PFS Partners, LLC 0.00% No change 68 $9K
Aspect Partners, LLC 0.00% No change 67 $9K
Washington Trust Advisors, Inc. 0.00% Add +6.3% 67 $8K
Colonial Trust Co / SC 0.00% Add +25.5% 64 $8K
Howard Hughes Medical Institute 0.00% New 62 $8K
SBI Securities Co., Ltd. 0.00% Add +38.6% 61 $8K
Raffa Wealth Management, LLC 0.00% Reduce -25.3% 59 $7K
Estabrook Capital Management 0.00% No change 56 $7K
Alerus Financial NA 0.00% New 53 $7K
Solstein Capital, LLC 0.00% New 50 $6K
DiNuzzo Private Wealth, Inc. 0.00% Add +2.0% 50 $6K
Park Square Financial Group, LLC 0.00% Reduce -81.6% 48 $6K
Painted Porch Advisors LLC 0.00% No change 48 $6K
Abound Wealth Management 0.00% No change 47 $6K
Gen-Wealth Partners Inc 0.00% No change 45 $6K
Richardson Financial Services Inc. 0.00% No change 45 $6K
GFG Capital, LLC 0.00% New 44 $6K
Acima Private Wealth, LLC 0.00% No change 42 $5K
Kilter Group LLC 0.00% New 41 $5K
Country Trust Bank 0.00% New 40 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 37 $5K
Hughes Financial Services, LLC 0.00% Add +106.3% 33 $4K
IMG Wealth Management, Inc. 0.00% New 33 $4K
Highline Wealth Partners LLC 0.00% Add +65.0% 33 $4K
Capital Advisors, Ltd. LLC 0.00% No change 31 $4K
Salem Investment Counselors Inc. 0.00% No change 31 $4K
City State Bank 0.00% No change 31 $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
Clark Wealth Partners 0.00% Add +75.0% 28 $4K
Maseco LLP 0.00% — 27 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +44.4% 26 $3K
Dunhill Financial, LLC 0.00% No change 26 $3K
Cornerstone Planning Group LLC 0.00% Add +85.7% 26 $3K
WealthTrak Capital Management LLC 0.00% Add +85.7% 26 $3K
Essential Partners LLC 0.00% — 24 $3K
True Wealth Design, LLC 0.00% Add +41.2% 24 $3K
SJS Investment Consulting Inc. 0.00% Reduce -46.7% 24 $3K
Park Place Capital Corp 0.00% No change 24 $3K
Penserra Capital Management LLC 0.00% Reduce -99.3% 24 $3K
Rialto Wealth Management, LLC 0.00% Add +425.0% 21 $3K
Heritage Wealth Advisors 0.00% No change 21 $3K
TFC Financial Management, Inc. 0.00% No change 20 $3K
Strategic Wealth Partners, Ltd. 0.00% — 19 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 18 $2K
Financial Management Professionals, Inc. 0.00% No change 16 $2K
HFM Investment Advisors, LLC 0.00% Add +128.6% 16 $2K
SOA Wealth Advisors, LLC. 0.00% Reduce -50.0% 15 $2K
Garde Capital, Inc. 0.00% No change 15 $2K
Dogwood Wealth Management LLC 0.00% Reduce -21.1% 15 $2K
Parkworth Wealth Management, Inc. 0.00% Add +55.6% 14 $2K
BankPlus Trust Department 0.00% No change 14 $2K
Harbor Investment Advisory, LLC 0.00% No change 14 $2K
Financial Network Wealth Advisors LLC 0.00% New 12 $2K
Nvwm, LLC 0.00% Reduce -20.0% 12 $2K
Dagco, Inc. 0.00% No change 12 $2K
Iron Horse Wealth Management, LLC 0.00% No change 12 $2K
Stephens Consulting, LLC 0.00% New 11 $1K
Principia Wealth Advisory, LLC 0.00% Add +66.7% 10 $1K
Nova Wealth Management, Inc. 0.00% New 9 $1K
Legacy Investment Solutions, LLC 0.00% — 9 $1K
Legacy Wealth Managment, LLC 0.00% No change 9 $1K
Pineridge Advisors LLC 0.00% New 8 $1K
AllSquare Wealth Management LLC 0.00% No change 8 $1K
American Capital Advisory, LLC 0.00% Add +166.7% 8 $1K
Quaker Wealth Management, LLC 0.00% — 7 $889
Rakuten Securities, Inc. 0.00% Add +40.0% 7 $888
CBIZ Investment Advisory Services, LLC 0.00% New 6 $768
WestEnd Advisors, LLC 0.00% Reduce -33.3% 6 $761
Wolff Wiese Magana LLC 0.00% No change 5 $635
Transce3nd, LLC 0.00% No change 5 $634
Physician Wealth Advisors, Inc. 0.00% New 4 $508
Contravisory Investment Management, Inc. 0.00% No change 4 $507
First Command Advisory Services, Inc. 0.00% No change 4 $507
IMA Advisory Services, Inc. 0.00% New 3 $382
Riggs Asset Managment Co. Inc. 0.00% No change 3 $381
Vermillion Wealth Management, Inc. 0.00% No change 2 $256
ROSS\JOHNSON & Associates LLC 0.01% No change 2 $254
LGT Financial Advisors LLC 0.00% New 2 $254
Creative Financial Designs Inc. 0.00% New 2 $254
West Branch Capital LLC 0.00% No change 1 $127
Y.D. More Investments Ltd 0.00% Reduce -35.0% 269 $99
Wood Tarver Financial Group, LLC 0.00% No change 1 $0

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