Hartford Insurance GroupHIG

13F holders, Q4 2025 (December 31)
1,184holders +54
94new positions
90sold out
10famous investors
$137.73avg. 13F price*

At the end of Q4 2025, 1,184 institutions reported holding Hartford Insurance Group Inc. (HIG) in their 13F filings, up 54 from Q3 2025. 94 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($5.1B), BlackRock, Inc. ($4.4B) and State Street Corp. ($2.2B). 10 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions94$130.6M
Exits90$178.3M

All 13F filers, Q3 2025 → Q4 2025: 12,492,214 shares bought and 13,720,833 shares sold, net −1,228,619 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,184 holders

Vanguard Group Inc. 0.07% Reduce -0.2% 36,784,866 $5.1B
BlackRock, Inc. 0.07% Add +5.7% 31,974,921 $4.4B
State Street Corp. 0.07% Add +0.2% 16,058,220 $2.2B
FMR LLC 0.08% Reduce -12.7% 11,854,889 $1.6B
Geode Capital Management, LLC 0.07% Add +0.4% 7,948,948 $1.1B
T. Rowe Price Associates Inc. 0.09% Reduce -28.9% 6,089,609 $839.1M
Invesco Ltd. 0.07% Reduce -5.6% 5,030,463 $693.2M
Dimensional Fund Advisors LP 0.13% Reduce -0.3% 4,627,011 $637.6M
Norges Bank 0.07% — 4,439,218 $611.7M
Nordea Investment Management AB 0.52% Add +1.9% 4,389,329 $607.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +1.6% 4,267,256 $588.0M
Morgan Stanley 0.03% Add +2.3% 3,974,918 $547.7M
Northern Trust Corp. 0.07% Add +0.8% 3,896,454 $536.9M
Bank of America Corp. 0.04% Add +14.2% 3,751,795 $517.0M
Franklin Resources Inc. 0.12% Add +5.3% 3,557,609 $490.2M
First Trust Advisors LP 0.33% Add +3.5% 3,271,691 $450.8M
Victory Capital Management Inc. 0.24% Reduce -3.1% 3,075,791 $423.8M
LSV Asset Management 0.92% Reduce -4.3% 3,064,831 $422.3M
Massachusetts Financial Services Co. 0.13% Reduce -2.5% 2,870,734 $395.6M
Bank of New York Mellon Corp 0.06% Add +24.6% 2,601,049 $358.4M
Legal & General Group Plc 0.08% Reduce -0.8% 2,534,507 $349.3M
Newport Trust Company, LLC 0.81% Reduce -2.9% 2,459,709 $338.9M
Bahl & Gaynor LLC 1.70% Add +6.5% 2,441,573 $336.4M
JPMorgan Chase & Co. 0.02% Reduce -7.6% 2,404,103 $331.3M
Goldman Sachs Group Inc. 0.05% Add +14.6% 2,360,659 $325.3M
AustralianSuper Pty Ltd 1.28% Add +8.2% 1,992,128 $274.5M
Charles Schwab Investment Management Inc. 0.04% Reduce -0.7% 1,850,142 $254.9M
Robeco Institutional Asset Management B.V. 0.35% Add +14.3% 1,761,391 $242.7M
Allianz Asset Management GmbH 0.26% Add +131.1% 1,632,082 $224.9M
Ameriprise Financial Inc. 0.05% Reduce -16.8% 1,618,096 $223.0M
Arrowstreet Capital, Limited Partnership 0.13% Add +45.7% 1,560,370 $215.0M
Panagora Asset Management Inc. 0.74% Add +43.0% 1,518,322 $209.2M
Amundi 0.06% Reduce -15.2% 1,503,257 $207.1M
AQR Capital Management 0.10% Reduce -8.9% 1,400,701 $193.0M
Hotchkis & Wiley Capital Management LLC 0.58% Add +0.8% 1,400,394 $193.0M
Royal Bank of Canada 0.03% Add +7.0% 1,347,542 $185.7M
UBS Group AG 0.04% Add +8.2% 1,332,113 $183.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.21% Add +69.9% 1,313,519 $181.0M
Deutsche Bank AG 0.06% Add +6.0% 1,267,042 $174.6M
Man Group plc 0.33% Add +30.4% 1,229,111 $169.4M
Caisse de depot et placement du Quebec 0.29% Add +17.8% 1,222,489 $168.5M
HSBC Holdings PLC 0.09% Reduce -0.7% 1,163,783 $160.5M
Great Lakes Advisors, LLC 1.21% Reduce -0.3% 1,073,943 $148.0M
American Century Companies Inc. 0.07% Add +7.3% 1,052,913 $145.1M
Los Angeles Capital Management LLC 0.47% Add +87.7% 1,111,847 $137.3M
Barclays PLC 0.05% Reduce -31.4% 838,719 $115.6M
California Public Employees Retirement System 0.06% Reduce -16.5% 785,573 $108.3M
Swiss National Bank 0.06% Reduce -5.9% 770,500 $106.2M
Assetmark, Inc. 0.21% Reduce -1.0% 735,906 $101.4M
Schroder Investment Management Group 0.08% Reduce -6.0% 726,421 $100.9M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -8.1% 704,215 $97.0M
Swedbank AB 0.09% Add +0.4% 697,908 $96.2M
Danske Bank A/S 0.22% Reduce -0.3% 683,019 $94.1M
Raymond James Financial Inc. 0.03% Add +2.6% 679,563 $93.6M
Envestnet Asset Management Inc. 0.03% Add +3.7% 665,229 $91.7M
BNP Paribas Financial Markets 0.06% Add +23.4% 659,088 $90.8M
Nuveen, LLC 0.02% Reduce -4.0% 642,754 $88.6M
KBC Group NV 0.20% Add +8.2% 625,105 $86.1M
Wells Fargo & Company 0.02% Add +0.7% 595,256 $82.0M
Storebrand Asset Management As 0.22% Add +1.6% 585,671 $80.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +4.2% 587,364 $80.5M
Equity Investment Corp. 1.62% Add +1.0% 580,989 $80.1M
Rhumbline Advisers 0.06% Reduce -0.8% 580,607 $80.0M
Lazard Asset Management LLC 0.13% Add +17.6% 551,356 $76.0M
National Pension Service 0.05% Add +4.8% 534,073 $73.6M
Korea Investment CORP 0.14% Add +1.3% 520,091 $71.7M
Jupiter Asset Management Ltd. 0.57% Add +10.4% 514,508 $70.9M
Skandinaviska Enskilda Banken AB (publ) 0.28% Add +40.5% 512,717 $70.7M
Bridgewater Associates 0.26% Reduce -24.2% 509,996 $70.3M
Employees Retirement System of Texas 0.65% Reduce -1.6% 495,607 $68.3M
Russell Investments Group, Ltd. 0.07% Add +41.0% 492,216 $67.9M
Qube Research & Technologies Ltd 0.09% Reduce -16.2% 460,263 $63.4M
Zacks Investment Management 0.46% Add +2.2% 425,442 $58.6M
Zurich Insurance Group Ltd 0.39% Reduce -48.5% 412,361 $56.8M
Canada Pension Plan Investment Board 0.04% Add +1.3% 411,691 $56.7M
Pictet Asset Management Holding SA 0.05% Reduce -3.0% 407,288 $56.1M
Mercer Global Advisors Inc. 0.08% Add +3.1% 391,964 $54.0M
California State Teachers Retirement System 0.05% Add +1.5% 389,818 $53.7M
CSM Advisors, LLC 1.46% Add +15.6% 388,721 $53.6M
NewEdge Advisors, LLC 0.19% Add +570.5% 385,088 $53.1M
RiverFront Investment Group, LLC 0.86% Add +2.7% 380,553 $52.4M
Vest Financial, LLC 0.66% Add +4.7% 375,818 $51.8M
Millennium Management 0.04% Reduce -46.3% 372,123 $51.3M
Alliancebernstein L.P. 0.02% Reduce -2.8% 366,894 $50.6M
TD Asset Management Inc 0.04% Add +3.3% 364,097 $50.2M
Janus Henderson Group PLC 0.02% Add +0.4% 363,307 $50.1M
Clearbridge Investments, LLC 0.04% Reduce -3.3% 361,968 $49.9M
CANADA LIFE ASSURANCE Co 0.09% Reduce -12.5% 356,833 $49.2M
Aberdeen Group plc 0.08% Add +29.5% 356,502 $49.1M
Brandywine Global Investment Management, LLC 0.33% Add +25.8% 351,366 $48.4M
Principal Financial Group Inc. 0.02% Add +1.8% 348,243 $48.0M
Bank of Montreal 0.02% Add +6.3% 342,072 $47.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Add +16.7% 342,148 $47.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Reduce -0.1% 331,432 $45.7M
Teacher Retirement System of Texas 0.16% Reduce -5.1% 330,968 $45.6M
Federated Hermes, Inc. 0.07% Add +4.1% 319,061 $44.0M
BI Asset Management Fondsmaeglerselskab A/S 0.38% Add +21.7% 314,406 $43.3M
Acadian Asset Management LLC 0.07% Reduce -8.0% 314,116 $43.3M
Sei Investments Co. 0.04% Add +43.9% 307,378 $42.4M
Manufacturers Life Insurance Company, The 0.03% Reduce -12.2% 301,213 $41.6M
O'shaughnessy Asset Management, LLC 0.22% Add +0.0% 294,640 $40.6M
Retirement Systems of Alabama 0.13% Reduce -0.2% 290,703 $40.1M
DNB Asset Management AS 0.14% Add +3.5% 285,741 $39.4M
Citigroup Inc. 0.03% Reduce -12.5% 280,411 $38.6M
Gotham Asset Management 0.14% Add +44.8% 273,363 $37.7M
Deprince Race & Zollo Inc. 0.71% Add +1.5% 270,266 $37.2M
New York State Teachers Retirement System 0.07% Reduce -6.2% 263,372 $36.3M
Nomura Asset Management International Inc. 0.05% — 262,726 $36.2M
Aviva PLC 0.06% Add +8.4% 257,820 $35.5M
State Board of Administration of Florida Retirement System 0.06% Reduce -6.6% 254,023 $35.0M
LPL Financial LLC 0.01% Add +10.0% 251,986 $34.7M
SG Americas Securities, LLC 0.05% Add +218.5% 247,630 $34.1M
Wedge Capital Management L L P 0.61% Reduce -9.5% 245,114 $33.8M
Stifel Financial Corp. 0.03% Reduce -4.5% 239,774 $33.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.17% Reduce -75.2% 237,721 $32.8M
KLP Kapitalforvaltning As 0.13% No change 234,794 $32.5M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.47% — 235,522 $32.5M
Illinois Municipal Retirement Fund 0.37% Add +3.5% 216,890 $29.9M
Ensign Peak Advisors, Inc 0.05% Reduce -18.8% 215,423 $29.7M
New York State Common Retirement Fund 0.04% Add +1.7% 212,731 $29.3M
Toronto Dominion Bank 0.05% Reduce -6.3% 202,625 $27.9M
Martingale Asset Management L P 0.70% Add +2.8% 198,736 $27.4M
AMF Tjanstepension AB 0.17% No change 196,127 $27.0M
Treasurer of the State of North Carolina 0.09% Add +21.3% 195,908 $27.0M
APG Asset Management N.V. 0.08% Reduce -20.3% 228,385 $26.8M
STRS Ohio 0.10% Reduce -17.0% 190,729 $26.3M
Neuberger Berman Group LLC 0.02% Reduce -2.4% 184,242 $25.4M
Voya Investment Management LLC 0.03% Reduce -7.1% 183,044 $25.2M
Wealth Enhancement Advisory Services, LLC 0.03% Add +21.9% 182,453 $25.0M
Worldquant Millennium Advisors LLC 0.10% Reduce -12.9% 179,652 $24.8M
Natixis Advisors, LLC 0.04% Reduce -6.0% 179,573 $24.7M
Arbejdsmarkedets Tillaegspension 0.63% — 178,860 $24.6M
Royal London Asset Management Ltd. 0.05% Add +0.3% 178,367 $24.6M
Alyeska Investment Group, L.P. 0.07% New 171,519 $23.6M
Forsta Ap-Fonden 0.14% Add +4.2% 170,300 $23.5M
Prudential Financial Inc. 0.03% Reduce -14.1% 168,176 $23.2M
Squarepoint Ops LLC 0.05% Add +82.2% 165,783 $22.8M
Eastern Bank 0.39% Reduce -2.4% 164,620 $22.7M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -2.9% 161,800 $22.3M
Guardian Capital LP 0.64% Reduce -3.3% 157,070 $21.6M
M&G PLC 0.11% Add +3.7% 154,097 $21.3M
Silvercrest Asset Management Group LLC 0.14% Add +36.8% 150,393 $20.7M
Janney Montgomery Scott LLC 0.05% Reduce -0.8% 150,045 $20.7M
State of Wisconsin Investment Board 0.04% Reduce -2.6% 145,654 $20.1M
Asset Management One Co., Ltd. 0.06% Reduce -5.4% 143,777 $20.0M
Credit Agricole S A 0.05% Add +16.8% 142,774 $19.7M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.4% 142,108 $19.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +24.2% 143,823 $19.5M
PNC Financial Services Group, Inc. 0.01% Add +0.5% 140,864 $19.4M
Creative Planning 0.01% Add +54.7% 140,238 $19.3M
Prudential PLC 0.15% Reduce -6.2% 137,622 $19.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.74% No change 136,965 $18.9M
Pinebridge Investments LLC 0.14% — 133,013 $18.3M
Kepler Cheuvreux (Suisse) SA 1.01% Reduce -6.8% 130,275 $18.0M
Quantinno Capital Management LP 0.04% Add +40.9% 129,753 $17.9M
Cibc World Market Inc. 0.03% Add +272.6% 127,528 $17.6M
GMO 0.04% Add +12.5% 127,168 $17.5M
Truist Financial Corp. 0.02% Reduce -0.5% 125,104 $17.2M
Citadel Advisors 0.01% Reduce -49.4% 123,490 $17.0M
CIBC Asset Management Inc 0.04% Add +196.7% 123,436 $17.0M
Mizuho Markets Cayman LP 0.84% New 120,170 $16.6M
Rockefeller Capital Management L.P. 0.03% Add +137.8% 118,665 $16.4M
State of Tennessee, Department of Treasury 0.05% Reduce -13.2% 120,784 $16.3M
Natixis 0.06% Reduce -36.4% 118,143 $16.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Reduce -2.5% 118,080 $16.3M
Swiss Life Asset Management Ltd 0.08% Reduce -8.0% 117,402 $16.2M
Lighthouse Investment Partners, LLC 0.53% Add +35.0% 115,901 $16.0M
US Bancorp \de 0.02% Add +0.6% 111,809 $15.4M
QRG Capital Management, Inc. 0.17% Add +82.1% 111,805 $15.4M
Assenagon Asset Management S.A. 0.02% Reduce -64.6% 110,432 $15.2M
Mn Services Vermogensbeheer B.V. 0.09% Reduce -0.3% 109,926 $15.1M
Cohen Klingenstein LLC 0.45% No change 108,133 $14.9M
Nomura Asset Management Co. Ltd. 0.04% Add +1.3% 107,944 $14.9M
Commonwealth Equity Services, LLC 0.02% Reduce -7.8% 107,871 $14.9M
Point72 Asset Management 0.02% New 107,593 $14.8M
DekaBank Deutsche Girozentrale 0.03% No change 138,735 $14.8M
Trexquant Investment LP 0.13% Add +126.4% 105,324 $14.5M
Vinva Investment Management Ltd 0.18% Add +353.6% 104,061 $14.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -1.4% 104,894 $14.4M
Bank of Nova Scotia 0.02% Add +56.0% 101,541 $14.0M
Foster & Motley Inc. 0.74% Reduce -1.3% 101,090 $13.9M
National Bank of Canada 0.01% Reduce -43.3% 100,970 $13.9M
Corient Private Wealth LP 0.02% Add +5.7% 100,753 $13.9M
Philadelphia Financial Management of San Francisco, LLC 2.83% New 99,471 $13.7M
Renaissance Technologies 0.02% Reduce -63.6% 97,300 $13.4M
LBP Am SA 0.15% Add +7.8% 96,833 $13.3M
Public Employees Retirement System of Ohio 0.04% Reduce -0.6% 95,088 $13.1M
Daiichi Life Insurance Co., Ltd. 0.34% Reduce -15.0% 95,026 $13.1M
Adage Capital Partners Gp, L.L.C. 0.02% Add +38.8% 91,532 $12.6M
FIL Ltd 0.01% Add +23.3% 89,959 $12.4M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -0.7% 89,650 $12.4M
Resona Asset Management Co.,Ltd. 0.06% Reduce -4.2% 88,888 $12.3M
Marshall Wace, LLP 0.01% Reduce -62.5% 86,540 $11.9M
Clear Harbor Asset Management, LLC 0.81% Reduce -6.2% 86,513 $11.9M
Vanguard Personalized Indexing Management, LLC 0.12% Add +10.9% 86,479 $11.9M
Nisa Investment Advisors, LLC 0.04% Add +1.8% 86,084 $11.9M
Rafferty Asset Management, LLC 0.04% Reduce -9.2% 85,006 $11.7M
State of New Jersey Common Pension Fund D 0.04% Reduce -4.5% 84,183 $11.6M
Cerity Partners LLC 0.02% Add +17.6% 83,553 $11.5M
Lockheed Martin Investment Management Co. 0.38% Add +11.9% 83,540 $11.5M
Comerica Bank 0.05% Add +7.8% 83,087 $11.4M
Federation des caisses Desjardins du Quebec 0.04% Add +44.6% 83,014 $11.4M
Macquarie Group Ltd. 0.05% Reduce -76.1% 82,546 $11.4M
IFM Investors Pty Ltd 0.09% Add +10.9% 82,321 $11.3M
Oddo BHF Asset Management Sas 0.42% Add +32.2% 81,362 $11.2M
State of Michigan Retirement System 0.05% Reduce -4.2% 80,141 $11.0M
Handelsbanken Fonder AB 0.03% Add +26.7% 80,015 $11.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +9.8% 78,756 $10.9M
Arizona State Retirement System 0.06% Reduce -8.2% 77,029 $10.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.06% No change 76,900 $10.6M
Jacobs Levy Equity Management, Inc. 0.04% Reduce -4.5% 75,072 $10.3M
Gabelli Funds LLC 0.07% Reduce -15.9% 75,050 $10.3M
Cetera Investment Advisers 0.01% Reduce -2.6% 74,400 $10.3M
First Financial Bank - Trust Division 0.84% Reduce -1.5% 74,275 $10.2M
Czech National Bank 0.07% Add +2.9% 73,476 $10.1M
Ritholtz Wealth Management 0.18% Reduce -0.0% 73,005 $10.1M
F/m Investments LLC 0.38% Reduce -3.2% 71,673 $9.9M
MUFG Securities EMEA plc 0.11% Add +1221.5% 71,123 $9.8M
Andra AP-fonden 0.12% Add +28.6% 71,100 $9.8M
HighTower Advisors, LLC 0.01% Reduce -19.0% 71,076 $9.8M
Public Sector Pension Investment Board 0.03% Reduce -29.5% 70,986 $9.8M
ProShare Advisors LLC 0.02% Add +2.9% 69,188 $9.5M
Sienna Gestion 0.57% Add +5.2% 67,937 $9.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +125.2% 67,264 $9.3M
MetLife Investment Management, LLC 0.04% Reduce -4.2% 66,832 $9.2M
Daiwa Securities Group Inc. 0.03% Add +19.4% 66,603 $9.2M
ASR Vermogensbeheer N.V. 0.10% Reduce -0.9% 65,237 $9.0M
Eurizon Capital SGR S.p.A. 0.03% — 64,793 $8.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -4.0% 64,816 $8.9M
Mackenzie Financial Corp. 0.01% Add +24.9% 64,179 $8.9M
Promethos Capital, LLC 2.38% Reduce -5.8% 63,399 $8.7M
Osaic Holdings, Inc. 0.01% Reduce -43.9% 62,612 $8.6M
GHP Investment Advisors, Inc. 0.35% Reduce -0.2% 62,091 $8.6M
Polar Capital Holdings Plc 0.04% Reduce -8.5% 61,294 $8.4M
Carret Asset Management, LLC 0.80% Reduce -1.6% 60,857 $8.4M
MML Investors Services, LLC 0.02% Add +67.9% 60,772 $8.4M
Mutual of America Capital Management LLC 0.09% Add +3.2% 59,136 $8.1M
Crossmark Global Holdings, Inc. 0.12% Add +1.2% 58,527 $8.1M
U.S. Capital Wealth Advisors, LLC 0.21% Reduce -10.4% 57,760 $8.0M
Ethic Inc. 0.12% Add +2.5% 57,633 $7.9M
Xponance LLC 0.06% Add +5.7% 56,480 $7.8M
Gateway Investment Advisers LLC 0.07% Add +3.5% 56,082 $7.7M
1832 Asset Management L.P. 0.01% Add +107.2% 55,923 $7.7M
CPC Advisors, LLC 0.76% Add +10.1% 54,383 $7.5M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 53,881 $7.4M
Amalgamated Bank 0.05% Reduce -3.8% 52,332 $7.2M
Woodley Farra Manion Portfolio Management Inc. 0.34% Reduce -1.1% 51,881 $7.2M
Berger Financial Group, Inc 0.42% Reduce -0.3% 51,940 $7.2M
Bokf, NA 0.11% Reduce -5.9% 51,897 $7.2M
Van Eck Associates Corp. 0.01% Add +7.5% 50,229 $6.9M
Thrivent Financial for Lutherans 0.01% Add +79.8% 49,978 $6.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +22.0% 49,812 $6.9M
Benson Investment Management Company, Inc. 2.40% Add +15.0% 49,726 $6.9M
Knights of Columbus Asset Advisors LLC 0.38% Add +0.8% 49,212 $6.8M
Tredje AP-fonden 0.05% Add +15.1% 49,032 $6.8M
Mariner, LLC 0.01% Add +1.5% 48,297 $6.7M
EDENTREE ASSET MANAGEMENT Ltd 2.03% Reduce -36.1% 48,120 $6.6M
Candriam S.C.A. 0.03% Add +3.2% 48,073 $6.6M
Utah Retirement Systems 0.06% No change 46,413 $6.4M
Trustmark Bank Trust Department 0.40% Add +3.5% 45,921 $6.3M
M&T Bank Corp 0.02% Add +11.4% 45,104 $6.2M
Caprock Group, LLC 0.13% Add +4.3% 44,812 $6.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -80.2% 44,741 $6.2M
New Vernon Investment Management LLC 5.99% No change 44,643 $6.2M
Investment Management Corp of Ontario 0.08% Add +14.8% 44,491 $6.1M
Monte Financial Group, LLC 2.28% Reduce -2.5% 44,371 $6.1M
Elo Mutual Pension Insurance Co 0.09% Add +4.8% 44,303 $6.1M
Police & Firemen's Retirement System of New Jersey 0.05% Reduce -2.6% 44,290 $6.1M
NEOS Investment Management LLC 0.04% Add +20.2% 44,216 $6.1M
Flputnam Investment Management Co. 0.09% Reduce -3.1% 44,161 $6.1M
Capital Fund Management S.A. 0.06% Reduce -72.3% 43,883 $6.0M
TKG Advisors, LLC 2.44% Add +0.8% 43,815 $6.0M
USS Investment Management Ltd 0.03% Add +0.5% 43,496 $6.0M
Sit Investment Associates Inc. 0.12% Reduce -29.7% 43,490 $6.0M
Wealthfront Advisers LLC 0.01% Reduce -1.4% 43,079 $5.9M
Moran Wealth Management, LLC 0.18% Reduce -2.6% 42,454 $5.9M
Pathstone Holdings, LLC 0.02% Add +0.9% 42,005 $5.8M
Hunter Perkins Capital Management, LLC 1.32% Reduce -24.5% 41,229 $5.7M
New York Life Investment Management LLC 0.05% Reduce -1.3% 40,608 $5.6M
Manning & Napier Advisors LLC 0.07% Reduce -6.6% 40,078 $5.6M
Cibc World Markets Corp. 0.03% — 40,017 $5.5M
Sanctuary Advisors, LLC 0.03% Add +12.4% 39,758 $5.5M
Munich Reinsurance Co Stock Corp in Munich 0.13% Add +100.7% 39,399 $5.5M
Focus Partners Wealth 0.01% Add +62.7% 39,580 $5.4M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -20.0% 38,667 $5.4M
Horizon Investments, LLC 0.07% Add +7.9% 38,814 $5.3M
Kintegral Advisory, LLC 0.45% Reduce -2.7% 38,641 $5.3M
Fred Alger Management, LLC 0.02% Reduce -0.1% 38,163 $5.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.5% 37,939 $5.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.05% — 37,294 $5.1M
Rakuten Investment Management, Inc. 0.02% Add +489.0% 36,763 $5.1M
Uncommon Cents Investing LLC 1.22% Add +0.4% 36,475 $5.0M
Impax Asset Management Group plc 0.03% No change 36,451 $5.0M
Leuthold Group, LLC 0.54% Add +0.4% 36,303 $5.0M
Laird Norton Wetherby Trust Company, LLC 0.10% New 35,639 $4.9M
Nissay Asset Management Corp. /Japan 0.03% Reduce -1.3% 35,740 $4.9M
Generali Asset Management SPA SGR 0.10% Add +16.7% 35,384 $4.9M
Pacer Advisors, Inc. 0.01% Add +19.8% 35,196 $4.9M
NFC Investments, LLC 1.36% No change 35,000 $4.8M
Susquehanna International Group, LLP 0.01% Add +2.7% 34,940 $4.8M
Dean Investment Associates, LLC 0.68% Add +2.4% 34,519 $4.8M
Susquehanna Fundamental Investments, LLC 0.16% No change 34,342 $4.7M
Horizon Investment Services, LLC 1.70% Add +0.1% 34,244 $4.7M
Yousif Capital Management, LLC 0.05% Reduce -6.2% 36,562 $4.7M
Lifeworks Advisors, LLC 0.61% Reduce -8.0% 34,009 $4.7M
OP Asset Management Ltd 0.06% No change 33,904 $4.7M
CWA Asset Management Group, LLC 0.17% New 33,736 $4.6M
DRW Securities, LLC 0.35% Add +541.2% 33,611 $4.6M
Stanley-Laman Group, Ltd. 0.59% Add +5.7% 33,558 $4.6M
Guggenheim Capital LLC 0.03% Add +50.2% 33,133 $4.6M
BTG Pactual Asset Management US LLC 0.51% New 32,886 $4.5M
Envestnet Portfolio Solutions, Inc. 0.02% Add +5.9% 32,836 $4.5M
Mediolanum International Funds Ltd 0.05% Reduce -2.0% 32,474 $4.5M
Kingsview Wealth Management, LLC 0.06% Add +0.2% 32,452 $4.5M
Oregon Public Employees Retirement Fund 0.06% Reduce -0.7% 31,853 $4.4M
Metis Global Partners, LLC 0.10% Add +25.2% 31,120 $4.3M
Intech Investment Management LLC 0.04% Reduce -25.7% 31,098 $4.3M
Strategic Global Advisors, LLC 0.66% Reduce -2.3% 31,046 $4.3M
Ballentine Partners, LLC 0.06% Add +8.7% 30,934 $4.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +21.0% 30,458 $4.2M
Park Avenue Securities LLC 0.04% Add +15.1% 30,418 $4.2M
Signet Financial Management, LLC 0.47% Reduce -0.4% 30,364 $4.2M
Osmosis Investment Management UK Ltd 0.10% — 29,930 $4.1M
Advisors Asset Management, Inc. 0.07% Reduce -2.8% 28,892 $4.0M
UniSuper Management Pty Ltd 0.02% Reduce -5.6% 28,341 $3.9M
Sequoia Financial Advisors, LLC 0.02% Add +88.8% 27,756 $3.8M
State of Alaska, Department of Revenue 0.04% Reduce -9.7% 27,743 $3.8M
Brown Advisory Inc. 0.01% Add +9.0% 27,670 $3.8M
Radnor Capital Management, LLC 0.56% Reduce -4.7% 27,588 $3.8M
Baird Financial Group, Inc. 0.01% Add +2.0% 27,564 $3.8M
First Citizens Bank & Trust Co. 0.08% Reduce -1.2% 27,535 $3.8M
Sustainable Insight Capital Management, LLC 1.26% Reduce -15.7% 27,410 $3.8M
Klein Pavlis & Peasley Financial, Inc. 2.23% No change 27,400 $3.8M
Financial Advisory Partners, LLC 1.06% Add +0.0% 27,379 $3.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.2% 27,146 $3.7M
Captrust Financial Advisors 0.01% Add +7.8% 26,827 $3.7M
Fifth Third Bancorp 0.01% Add +4.6% 26,805 $3.7M
Institute for Wealth Management, LLC. 0.38% Reduce -3.1% 26,287 $3.6M
Summit Place Financial Advisors, LLC 1.74% Reduce -3.2% 26,085 $3.6M
Canada Post Corp Registered Pension Plan 0.14% Add +6.1% 26,030 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.2% 25,761 $3.5M
Dark Forest Capital Management LP 0.16% New 25,729 $3.5M
Cyndeo Wealth Partners, LLC 0.19% Add +1.0% 25,612 $3.5M
Glenmede Trust Co. NA 0.02% — 24,849 $3.4M
Aviso Financial Inc. 0.13% Add +4.4% 24,769 $3.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.19% Add +280.9% 24,639 $3.4M
BDF-Gestion 0.42% Reduce -6.3% 24,524 $3.4M
Savant Capital, LLC 0.02% Add +1.6% 24,468 $3.4M
Entropy Technologies, LP 0.18% New 24,380 $3.4M
Public Employees Retirement Association of Colorado 0.01% No change 24,124 $3.3M
Monument Capital Management 0.82% Reduce -1.1% 24,047 $3.3M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -0.1% 23,989 $3.3M
Avanza Fonder AB 0.08% Add +30.4% 23,193 $3.2M
Intrust Bank NA 0.26% Add +3.5% 23,151 $3.2M
Bailard, Inc. 0.07% Add +6.5% 23,057 $3.2M
&partners 0.02% Add +12.5% 22,979 $3.2M
Capitolis Liquid Global Markets LLC 0.02% Reduce -80.5% 23,000 $3.2M
Twin Capital Management Inc. 0.39% Reduce -1.9% 22,787 $3.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 22,672 $3.1M
Hancock Whitney Corp. 0.06% No change 22,635 $3.1M
iSAM Funds (UK) Ltd 1.12% Add +78.5% 22,578 $3.1M
Ramirez Asset Management, Inc. 0.41% No change 22,540 $3.1M
Lanark Financial, Inc. 0.23% Add +1.2% 22,500 $3.1M
Agf Management Ltd. 0.01% Reduce -8.9% 22,196 $3.1M
Caisse Des Depots Et Consignations 0.07% New 22,188 $3.1M
Private Advisor Group, LLC 0.01% Reduce -1.6% 21,749 $3.0M
Greenleaf Trust 0.03% Add +1.1% 21,414 $3.0M
G&S Capital LLC 1.04% Reduce -0.8% 21,305 $2.9M
Vise Technologies, Inc. 0.06% Add +37.4% 20,751 $2.9M
Allstate Corp. 0.04% Add +107.8% 20,601 $2.8M
D.A. Davidson & Co. 0.02% Add +0.8% 20,410 $2.8M
Atlantic Union Bankshares Corp 0.05% Reduce -2.4% 20,332 $2.8M
Mizuho Securities USA LLC 0.05% Reduce -0.9% 20,289 $2.8M
Insight Wealth Strategies, LLC 0.31% Add +10.7% 19,861 $2.7M
Ascent Group, LLC 0.09% Add +2.2% 19,822 $2.7M
Aurora Investment Counsel 1.42% Add +2.7% 19,641 $2.7M
NewEdge Wealth, LLC 0.03% Add +11.7% 19,360 $2.7M
Vestcor Inc 0.08% Add +70.8% 19,347 $2.7M
Steward Partners Investment Advisory, LLC 0.01% Add +1.9% 18,966 $2.6M
Globeflex Capital L P 0.39% No change 18,696 $2.6M
Brevan Howard Capital Management LP 0.05% Reduce -3.7% 18,600 $2.6M
Commerzbank Aktiengesellschaft 0.05% Reduce -0.4% 18,518 $2.6M
Ostrum Asset Management 0.12% Reduce -22.3% 18,044 $2.5M
Sterling Capital Management LLC 0.04% Add +2.7% 17,946 $2.5M
Weiss Asset Management LP 0.04% Add +487.9% 17,853 $2.5M
Dean Capital Management 1.05% Add +3.1% 17,825 $2.5M
Cunning Capital Partners, LP 1.13% No change 17,698 $2.4M
Yarbrough Capital, LLC 0.08% No change 17,690 $2.4M
Kestra Advisory Services, LLC 0.01% Add +0.5% 17,646 $2.4M
Kentucky Retirement Systems 0.07% No change 17,636 $2.4M
Norinchukin Bank, The 0.03% Add +6.2% 17,574 $2.4M
B. Metzler seel. Sohn & Co. AG 0.02% Add +2.0% 17,215 $2.4M
Oak Thistle LLC 0.33% Add +391.1% 17,075 $2.4M
EP Wealth Advisors, LLC 0.01% — 16,983 $2.3M
Groupama Asset Managment 0.03% Reduce -9.4% 16,953 $2.3M
Bridgeway Capital Management, LLC 0.05% New 16,950 $2.3M
Westover Capital Advisors, LLC 0.42% Add +56.7% 16,822 $2.3M
Plato Investment Management Ltd 0.15% No change 16,593 $2.3M
Spire Wealth Management 0.08% Add +323.9% 16,603 $2.3M
Parallel Advisors, LLC 0.04% Add +5.3% 16,466 $2.3M
Banque Cantonale Vaudoise 0.08% Add +2.8% 16,358 $2.3M
Jane Street Group, LLC 0.00% Reduce -92.8% 16,036 $2.2M
iA Global Asset Management Inc. 0.03% Reduce -2.3% 15,974 $2.2M
Griffin Asset Management, Inc. 0.23% Add +1.1% 15,755 $2.2M
Knollwood Investment Advisory, LLC 0.20% Reduce -31.3% 15,700 $2.2M
Virtus Investment Advisers, LLC 0.58% Add +2.9% 15,546 $2.1M
Passumpsic Savings Bank 1.17% — 15,540 $2.1M
Cwm, LLC 0.01% Reduce -0.0% 15,489 $2.1M
AlphaQuest LLC 0.12% Reduce -52.1% 15,456 $2.1M
American State Bank (Iowa) 1.02% Add +1.4% 15,366 $2.1M
GAMMA Investing LLC 0.10% Add +10.3% 15,103 $2.1M
Allworth Financial LP 0.01% Add +55.8% 14,873 $2.0M
NorthCrest Asset Manangement, LLC 0.05% Add +1.8% 14,858 $2.0M
Stephens Inc. 0.03% Reduce -7.8% 14,667 $2.0M
WCG Wealth Advisors LLC 0.06% New 14,642 $2.0M
Harvest Investment Advisors, LLC 1.13% Reduce -0.1% 14,409 $2.0M
Gulf International Bank (UK) Ltd 0.06% No change 14,313 $2.0M
Abacus Wealth Partners, LLC 0.19% New 14,305 $2.0M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Reduce -25.5% 14,300 $2.0M
Icon Wealth Advisors, LLC 0.13% Add +25.4% 14,252 $2.0M
Louisiana State Employees Retirement System 0.03% Reduce -4.0% 14,200 $2.0M
Mystic Asset Management, Inc. 0.44% Add +0.9% 14,086 $1.9M
Abn Amro Investment Solutions 0.03% Add +340.2% 13,980 $1.9M
Maryland State Retirement & Pension System 0.04% No change 13,877 $1.9M
XTX Topco Ltd 0.05% Add +410.4% 13,653 $1.9M
New Age Alpha Advisors, LLC 0.08% Reduce -4.3% 13,543 $1.9M
PFA Pension, Forsikringsaktieselskab 0.01% — 13,377 $1.9M
Lifestyle Asset Management, Inc. 0.59% Add +10.8% 13,166 $1.8M
Castlekeep Investment Advisors LLC 0.82% Add +0.7% 13,137 $1.8M
Bessemer Group Inc. 0.00% Add +91.8% 12,967 $1.8M
New Mexico Educational Retirement Board 0.05% Add +0.8% 12,891 $1.8M
Vident Advisory, LLC 0.02% Add +2.9% 12,798 $1.8M
Cornercap Investment Counsel Inc. 0.87% Reduce -1.3% 12,761 $1.8M
Exchange Traded Concepts, LLC 0.01% Add +27.4% 12,517 $1.7M
Orion Porfolio Solutions, LLC 0.01% Reduce -10.2% 12,434 $1.7M
Balyasny Asset Management L.P. 0.00% Reduce -98.1% 12,376 $1.7M
GeoWealth Management, LLC 0.06% Add +3.4% 12,315 $1.7M
Systematic Financial Management LP 0.04% Add +80.8% 12,250 $1.7M
Dividend Assets Capital, LLC 0.32% New 12,207 $1.7M
Geneos Wealth Management Inc. 0.04% Add +2.7% 12,146 $1.7M
OneDigital Investment Advisors LLC 0.02% Add +3.7% 12,137 $1.7M
Vestmark Advisory Solutions, Inc. 0.02% Add +11.9% 12,120 $1.7M
Atria Investments, Inc 0.02% Add +17.0% 12,083 $1.7M
Icon Advisers Inc. 0.36% No change 12,020 $1.7M
Lecap Asset Management Ltd. 0.66% Reduce -11.4% 11,978 $1.7M
Keybank National Association 0.01% Add +0.1% 11,945 $1.6M
AG2R La Mondiale Gestion D'actifs 0.07% Add +0.8% 11,939 $1.6M
Concurrent Investment Advisors, LLC 0.02% Add +95.6% 11,719 $1.6M
Merit Financial Group, LLC 0.01% Add +11.1% 11,623 $1.6M
Advisory Services Network, LLC 0.02% Reduce -33.0% 11,523 $1.6M
Board of the Pension Protection Fund 1.50% Add +2.7% 11,400 $1.6M
United Capital Financial Advisors, LLC 0.01% Add +5.8% 11,332 $1.6M
Pinnacle Financial Partners, Inc. 0.01% — 11,143 $1.5M
Independent Advisor Alliance 0.04% Reduce -10.5% 11,061 $1.5M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.0% 11,015 $1.5M
Pensionfund Sabic 0.41% No change 11,000 $1.5M
Trivium Point Advisory, LLC 0.15% Reduce -9.1% 10,921 $1.5M
Wbi Investments, LLC 0.39% Add +39.3% 10,867 $1.5M
Praxis Investment Management Inc. 0.09% No change 10,830 $1.5M
Delphi Management Inc. 1.45% Add +4.2% 10,794 $1.5M
Jones Financial Companies LLLP 0.00% Reduce -6.4% 10,771 $1.5M
OMERS ADMINISTRATION Corp 0.01% No change 10,714 $1.5M
Diversified Trust Co. 0.03% Add +1.0% 10,644 $1.5M
Two Sigma Advisers, LP 0.00% Reduce -15.2% 10,600 $1.5M
Empirical Finance, LLC 0.07% Reduce -4.2% 10,586 $1.5M
Brown Brothers Harriman & Co. 0.01% Add +8.0% 10,423 $1.4M
Moors & Cabot, Inc. 0.06% No change 10,348 $1.4M
Ameritas Advisory Services, LLC 0.05% Add +1905.9% 10,250 $1.4M
Verition Fund Management LLC 0.01% Reduce -97.7% 10,246 $1.4M
EFG International AG 0.03% — 10,236 $1.4M
E. Ohman J:or Asset Management AB 0.03% Reduce -14.3% 10,201 $1.4M
Impact Partnership Wealth, LLC 0.18% Add +44.0% 10,094 $1.4M
Huntington National Bank 0.01% Add +8.1% 10,053 $1.4M
NorthCoast Asset Management LLC 0.03% Reduce -59.8% 10,019 $1.4M
ING Groep NV 0.01% Reduce -25.9% 9,761 $1.3M
North Dakota State Investment Board 0.05% — 9,633 $1.3M
Kathmere Capital Management, LLC 0.09% Add +14.2% 9,616 $1.3M
Apollon Wealth Management, LLC 0.02% Add +165.4% 9,593 $1.3M
HB Wealth Management, LLC 0.01% Add +6.8% 9,561 $1.3M
Zions Bancorporation, National Association 0.06% Reduce -37.0% 9,442 $1.3M
Blair William & Co. 0.00% Reduce -3.6% 9,421 $1.3M
Wedbush Securities Inc. 0.04% Add +3.4% 9,312 $1.3M
Guidance Capital, Inc. 0.31% Add +0.2% 9,859 $1.3M
Commerce Bank 0.01% Reduce -6.2% 9,252 $1.3M
Integrated Quantitative Investments LLC 0.27% Add +23.3% 9,245 $1.3M
Evergreen Capital Management LLC 0.03% Add +136.3% 9,168 $1.3M
Johnson Investment Counsel Inc. 0.01% Add +1.8% 9,104 $1.3M
Caxton Associates LLP 0.02% New 9,097 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +3.5% 9,083 $1.3M
Farther Finance Advisors, LLC 0.01% Add +36.7% 9,075 $1.3M
South Dakota Investment Council 0.02% Reduce -6.2% 9,044 $1.2M
Bayview Asset Management, LLC 1.12% Reduce -61.7% 9,000 $1.2M
Argent Trust Co 0.04% Add +0.0% 8,999 $1.2M
Erste Asset Management GmbH 0.01% Reduce -25.9% 8,900 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.6% 8,904 $1.2M
Callan Family Office, LLC 0.03% Add +23.0% 8,839 $1.2M
Goelzer Investment Management, Inc. 0.06% New 8,802 $1.2M
Edgestream Partners, L.P. 0.03% Reduce -38.0% 8,759 $1.2M
Lido Advisors, LLC 0.00% Add +5.3% 8,862 $1.2M
Cullen/Frost Bankers, Inc. 0.01% Add +9.7% 8,443 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +10.4% 8,429 $1.2M
Tobam 0.28% Add +2192.8% 8,300 $1.1M
Curi Capital, LLC 0.02% Reduce -1.9% 8,226 $1.1M
Advisors Capital Management, LLC 0.01% Reduce -1.0% 8,166 $1.1M
Coldstream Capital Management Inc. 0.01% Reduce -3.1% 7,982 $1.1M
Moneta Group Investment Advisors LLC 0.01% Add +1.9% 7,959 $1.1M
Redwood Investment Management, LLC 0.12% Reduce -11.8% 7,956 $1.1M
V-Square Quantitative Management LLC 0.11% New 7,948 $1.1M
Atlas Capital Advisors Inc. 0.12% — 7,900 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -5.8% 7,803 $1.1M
49 Wealth Management, LLC 0.09% New 7,790 $1.1M
Mark Sheptoff Financial Planning, LLC 0.51% No change 7,760 $1.1M
Thoroughbred Financial Services, LLC 0.06% No change 7,761 $1.1M
Oppenheimer Asset Management Inc. 0.01% Add +23.8% 7,744 $1.1M
Meeder Advisory Services, Inc. 0.04% Reduce -19.6% 7,589 $1.0M
Securian Asset Management, Inc. 0.04% Reduce -44.1% 7,577 $1.0M
Accurate Wealth Management, LLC 0.13% Add +10.3% 7,602 $1.0M
Quadrant Capital Group LLC 0.03% Add +1.6% 7,516 $1.0M
Mufg Securities Americas Inc. 0.06% Reduce -1.0% 7,507 $1.0M
CSS LLC 0.17% Reduce -16.1% 7,499 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% No change 7,392 $1.0M
Siemens Fonds Invest GmbH 0.05% Reduce -13.0% 7,330 $1.0M
Connecticut Wealth Management, LLC 0.04% No change 7,317 $1.0M
Nomura Holdings Inc. 0.00% Add +0.8% 7,309 $1.0M
MASTERINVEST Kapitalanlage GmbH 0.10% No change 7,244 $1.0M
Stratos Wealth Partners, LTD. 0.01% Add +0.9% 7,274 $1.0M
Stratos Investment Management, LLC 0.04% Add +6.5% 7,249 $999K
Summit Trail Advisors, LLC 0.02% Reduce -0.3% 7,197 $996K
Hillsdale Investment Management Inc. 0.03% Add +1.4% 7,150 $985K
IFP Advisors, Inc 0.02% Add +326.1% 7,132 $983K
Easterly Investment Partners LLC 0.06% Reduce -0.4% 6,930 $955K
HUB Investment Partners, LLC 0.03% Add +0.4% 6,924 $954K
CIBC Private Wealth Group LLC 0.00% Reduce -4.6% 6,917 $953K
Two Sigma Investments, LP 0.00% Reduce -93.9% 6,912 $952K
AlphaGrep UK Ltd 0.32% — 6,903 $951K
Modern Wealth Management, LLC 0.02% Reduce -0.8% 6,839 $942K
Tobias Financial Advisors, Inc. 0.13% New 6,832 $941K
J. Safra Sarasin Holding AG 0.02% New 6,808 $938K
Monetary Management Group Inc. 0.22% No change 6,800 $937K
Compound Planning, Inc. 0.03% Add +7.9% 6,754 $931K
Haven Private, LLC 0.41% Add +1.1% 6,751 $930K
Mount Lucas Management LP 0.41% Add +1.1% 6,691 $922K
Principal Securities, Inc. 0.01% Add +29.8% 6,683 $921K
Belpointe Asset Management LLC 0.03% Reduce -24.9% 6,647 $916K
Advisory Alpha, LLC 0.02% Add +17.7% 6,624 $913K
Volterra Technologies LP 0.93% New 6,580 $907K
Signaturefd, LLC 0.01% Add +10.5% 6,562 $904K
Brooklyn Investment Group 0.04% Add +34.3% 6,507 $903K
Legacy Capital Wealth Partners, LLC 0.19% Add +10.2% 6,554 $903K
OpenArc Corporate Advisory, LLC 0.01% — 6,534 $900K
Mount Vernon Associates Inc. 0.60% Reduce -1.5% 6,459 $890K
Kesler, Norman & Wride, LLC 0.15% New 6,386 $880K
First National Bank of Mount Dora, Trust Investment Services 0.19% Add +0.2% 6,349 $875K
World Investment Advisors 0.01% Add +59.4% 6,304 $869K
Bank of Hawaii 0.04% Reduce -8.5% 6,299 $868K
Raiffeisen Bank International AG 0.01% Reduce -69.9% 6,228 $865K
Quantitative Investment Management, LLC 0.08% Reduce -36.8% 6,266 $863K
Citizens Financial Group Inc. 0.01% Add +11.9% 6,197 $858K
International Assets Investment Management, LLC 0.06% Add +24.8% 6,207 $855K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -4.7% 6,196 $854K
Snowden Capital Advisors LLC 0.02% Add +13.3% 6,115 $846K
Mission Wealth Management, LP 0.02% Add +0.6% 6,055 $834K
HORAN Wealth, LLC 0.13% Add +0.4% 6,034 $831K
TD Private Client Wealth LLC 0.02% Add +52.8% 6,033 $831K
Cresset Asset Management, LLC 0.00% Add +1.7% 5,978 $827K
Syon Capital LLC 0.04% Add +20.5% 5,920 $816K
JB Capital LLC 0.03% Add +0.1% 5,898 $813K
CFO4Life Group, LLC 0.12% Reduce -1.2% 5,889 $812K
Burney Co./ 0.02% Add +0.3% 5,726 $789K
Rehmann Capital Advisory Group 0.04% Reduce -15.4% 5,696 $785K
Vontobel Holding Ltd. 0.00% Reduce -4.1% 5,630 $776K
Cambria Investment Management, L.P. 0.05% Add +0.3% 5,626 $775K
TFB Advisors LLC 0.22% Add +1.6% 5,618 $774K
Aviance Capital Partners, LLC 0.09% Reduce -0.9% 5,587 $770K
Qtron Investments LLC 0.10% Add +21.6% 5,585 $770K
Summit Financial, LLC 0.01% Reduce -4.4% 5,501 $761K
Westerkirk Capital Inc. 0.07% Add +3.8% 5,500 $758K
LVW Advisors, LLC 0.08% Reduce -3.7% 5,487 $756K
Forum Financial Management, LP 0.01% Add +0.6% 5,478 $755K
Aaron Wealth Advisors LLC 0.04% Add +23.0% 5,453 $751K
McGlone Suttner Wealth Management, Inc. 0.10% Add +2.4% 5,411 $746K
Mgo One Seven LLC 0.02% Add +6.7% 5,405 $745K
Advus Financial Partners, LLC 0.18% Reduce -21.5% 5,372 $740K
Tower Research Capital LLC (TRC) 0.02% Reduce -54.8% 5,313 $732K
Arax Advisory Partners 0.02% Reduce -52.0% 5,311 $732K
Clark Capital Management Group, Inc. 0.00% Add +35.9% 5,299 $730K
Campbell & CO Investment Adviser LLC 0.03% New 5,253 $724K
Hantz Financial Services, Inc. 0.01% Add +7.3% 5,239 $722K
Boothbay Fund Management, LLC 0.02% Add +95.6% 5,208 $718K
Choreo, LLC 0.01% Reduce -1.4% 5,105 $709K
Oppenheimer & Co. Inc. 0.01% Reduce -5.5% 5,119 $705K
Engineers Gate Manager LP 0.01% Reduce -60.5% 5,100 $703K
Saiph Capital, LLC 0.25% No change 5,096 $702K
Tectonic Advisors LLC 0.04% Add +4.4% 5,047 $695K
GTS Securities LLC 0.02% Add +70.9% 5,042 $695K
SBI Okasan Asset Management Co.Ltd. 0.04% — 5,000 $694K
Meiji Yasuda Life Insurance Co 0.02% No change 5,015 $691K
Black Swift Group, LLC 0.12% No change 5,000 $689K
Meyer Handelman Co. 0.02% No change 4,998 $689K
Proficio Capital Partners LLC 0.05% No change 4,976 $686K
Measured Wealth Private Client Group, LLC 0.18% Add +42.3% 4,915 $677K
Rwa Wealth Partners, LLC 0.01% Reduce -1.1% 4,900 $675K
NTV Asset Management LLC 0.07% No change 4,886 $673K
Wesbanco Bank Inc. 0.02% Reduce -2.2% 4,845 $668K
Earned Wealth Advisors, LLC 0.05% New 4,836 $666K
Wedmont Private Capital 0.02% Add +0.6% 4,884 $664K
DMC Group, LLC 0.44% Reduce -13.7% 4,814 $663K
Mirabella Financial Services LLP 0.07% New 4,770 $657K
Welch & Forbes LLC 0.01% Reduce -0.3% 4,766 $657K
Challenger Wealth Management 0.50% Reduce -0.7% 4,763 $656K
Oak Associates Ltd. 0.04% No change 4,714 $650K
Baader Bank Aktiengesellschaft 0.05% Reduce -0.9% 4,710 $649K
Composition Wealth, LLC 0.01% Add +21.0% 4,689 $646K
Walleye Trading LLC 0.01% Reduce -22.3% 4,671 $644K
Bartlett & Co. Wealth Management LLC 0.01% Add +3.1% 4,646 $643K
Gryphon Financial Partners LLC 0.07% Add +4.8% 4,659 $642K
BOK Financial Private Wealth, Inc. 0.04% Reduce -25.2% 4,550 $631K
State of Wyoming 0.07% Reduce -18.5% 4,558 $628K
Wealthspire Advisors, LLC 0.01% Add +96.8% 4,557 $628K
Two Sigma Securities, LLC 0.09% Reduce -24.9% 4,554 $628K
Woodline Partners LP 0.00% New 4,503 $621K
Frisch Financial Group, Inc. 0.14% Add +0.4% 4,471 $619K
Brave Asset Management Inc. 0.15% No change 4,487 $618K
TCW Group Inc. 0.00% New 4,448 $613K
Affinity Investment Advisors, LLC 0.40% Add +102.6% 4,420 $609K
Tema ETFs LLC 0.05% Reduce -0.3% 4,419 $609K
Kestra Private Wealth Services, LLC 0.01% Reduce -13.1% 4,397 $606K
WASHINGTON TRUST Co 0.02% No change 4,350 $599K
DGS Capital Management, LLC 0.10% Reduce -19.0% 4,332 $597K
Expressive Wealth LLC 0.64% — 4,323 $596K
Basecamp Wealth Advisors LLC 0.13% — 4,307 $593K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -15.0% 4,302 $593K
MCF Advisors LLC 0.03% Add +5.9% 4,221 $584K
Beacon Pointe Advisors, LLC 0.00% Add +27.1% 4,215 $581K
CreativeOne Wealth, LLC 0.01% Reduce -0.2% 4,198 $578K
Scientech Research LLC 0.36% Add +71.1% 4,190 $577K
Astoria Portfolio Advisors LLC. 0.13% Add +167.4% 4,057 $570K
Naviter Wealth, LLC 0.07% Add +1.5% 4,118 $570K
SVB Wealth LLC 0.03% Reduce -0.7% 4,123 $568K
UMB Bank, n.a. 0.01% Add +0.8% 4,061 $560K
Crestwood Advisors Group, LLC 0.01% Add +30.9% 4,019 $554K
Sagespring Wealth Partners, LLC 0.01% Add +11.9% 4,007 $552K
Genus Capital Management Inc. 0.06% Add +1.1% 4,004 $552K
Abner Herrman & Brock LLC 0.06% No change 4,000 $551K
SHP Wealth Management 0.04% — 3,997 $551K
Bridgewater Advisors Inc. 0.04% Add +18.1% 4,244 $550K
EverSource Wealth Advisors, LLC 0.02% Reduce -3.0% 3,986 $549K
MTM Investment Management, LLC 0.17% No change 3,955 $545K
Camelot Portfolios, LLC 0.34% Reduce -5.3% 3,950 $544K
Fifth Third Wealth Advisors LLC 0.02% Reduce -3.4% 3,930 $542K
Quadrature Capital Ltd 0.01% New 3,924 $541K
Ipsen Advisor Group LLC 0.38% Reduce -0.5% 3,902 $538K
Snowwater Investment Partners, LLC 0.49% — 3,884 $538K
DAVENPORT & Co LLC 0.00% Add +13.9% 3,879 $535K
Hartford Financial Management Inc. 0.14% No change 3,872 $534K
Grey Ledge Advisors, LLC 0.12% Add +0.2% 3,855 $531K
Regions Financial Corp. 0.00% Reduce -33.6% 3,850 $531K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -10.0% 3,798 $523K
Nations Financial Group Inc, /Ia/ 0.03% Add +1.0% 3,751 $517K
Smartleaf Asset Management LLC 0.02% Reduce -2.4% 3,719 $516K
Nemes Rush Group LLC 0.05% Add +1.4% 3,695 $509K
AdviceOne Advisory Services, LLC 0.30% Reduce -4.8% 3,678 $507K
Mitchell McLeod Pugh & Williams Inc. 0.07% New 3,541 $505K
CX Institutional 0.01% Add +11.3% 3,660 $504K
Financial Engines Advisors L.L.C. 0.00% Add +4.2% 3,656 $504K
Weil Company, Inc. 0.11% No change 3,572 $492K
Global Retirement Partners, LLC 0.01% Add +119.4% 3,568 $492K
SageView Advisory Group, LLC 0.02% Reduce -12.1% 3,556 $490K
Cynosure Group, LLC 0.05% New 3,555 $490K
Aprio Wealth Management, LLC 0.03% Add +68.7% 3,525 $486K
Palisades Hudson Asset Management, L.P. 0.19% No change 3,523 $485K
Fisher Asset Management 0.00% New 3,519 $485K
Alps Advisors Inc. 0.00% Add +1.1% 3,477 $479K
Optimize Financial Inc. 0.24% Add +1.4% 3,476 $479K
Hilltop Holdings Inc. 0.03% Add +19.2% 3,476 $479K
Aries Wealth Management 0.11% No change 3,456 $476K
Sandro Wealth Management LLC 0.39% — 3,449 $475K
Keynote Financial Services LLC 0.27% No change 3,447 $475K
Advisor Resource Council 0.17% New 3,444 $472K
Sagewood Asset Management LP 0.17% — 3,426 $472K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -3.0% 3,418 $471K
AdvisorNet Financial, Inc 0.03% Add +0.3% 3,415 $471K
AdvisorShares Investments LLC 0.08% Reduce -3.8% 3,397 $468K
MAI Capital Management 0.00% Add +2.6% 3,391 $467K
Interchange Capital Partners, LLC 0.09% Add +1.4% 3,372 $465K
Catalyst Financial Partners LLC 0.05% Add +1.6% 3,338 $460K
D'Orazio & Associates, Inc. 0.06% Add +1.2% 3,329 $459K
Old National Bancorp 0.01% Add +111.3% 3,328 $459K
Sowell Financial Services LLC 0.02% Reduce -3.9% 3,318 $457K
Tiaa Trust, National Association 0.00% Add +12.6% 3,301 $455K
Ignite Planners, LLC 0.07% Add +18.8% 3,313 $447K
denkapparat Operations GmbH 0.24% New 3,246 $447K
Trust Asset Management LLC 0.03% Reduce -3.8% 3,238 $446K
Boston Family Office LLC 0.03% No change 3,233 $446K
Hamilton Capital Partners Inc. 0.02% Reduce -29.4% 3,225 $444K
West Paces Advisors Inc. 0.09% Add +7.1% 3,200 $441K
Boston Trust Walden Corp 0.00% No change 3,200 $441K
Integrated Wealth Concepts LLC 0.01% Reduce -50.3% 3,198 $441K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.2% 3,192 $440K
Florida Trust Wealth Management Co 0.01% No change 3,124 $430K
Focused Alpha, LLC 0.13% — 3,113 $429K
Benjamin Edwards Inc. 0.00% Add +0.8% 3,108 $428K
Sharp Wealth Advisory, LLC 0.22% Add +11.8% 3,105 $428K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +65.6% 3,098 $427K
Ransom Advisory, Ltd 0.17% Add +3.3% 3,098 $427K
Severin Investments, LLC 0.38% Reduce -7.9% 3,098 $427K
PDS Planning, Inc 0.03% Add +0.4% 3,090 $426K
St Germain D J Co. Inc. 0.02% No change 3,047 $420K
Cooper Financial Group 0.04% Add +1.2% 3,039 $419K
Rossmore Private Capital 0.04% No change 3,025 $419K
HM Payson & Co. 0.01% No change 3,027 $417K
BayBridge Capital Group, LLC 0.26% Reduce -3.3% 3,015 $415K
Wetzel Investment Advisors, Inc. 0.17% No change 3,000 $415K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 3,000 $413K
HBK Sorce Advisory LLC 0.01% Add +0.5% 2,888 $412K
PUREfi Wealth, LLC 0.31% Add +29.6% 2,971 $409K
Ofi Invest Asset Management 0.01% New 2,946 $406K
AE Wealth Management LLC 0.00% Add +14.4% 2,932 $404K
Wealth Alliance, LLC 0.04% Add +25.7% 2,914 $401K
Blue Trust, Inc. 0.00% Reduce -0.8% 2,899 $399K
Profund Advisors LLC 0.01% Reduce -25.3% 2,899 $399K
PFG Investments, LLC 0.02% Add +3.9% 2,897 $399K
Chesapeake Asset Management LLC 0.33% Add +33.3% 2,883 $397K
Whittier Trust Co. 0.00% Reduce -28.5% 2,883 $395K
Vista Investment Management 0.13% Reduce -0.2% 2,864 $395K
Dynasty Wealth Management, LLC 0.00% Add +0.5% 2,861 $394K
Suncoast Equity Management 0.04% No change 2,843 $392K
Birchwood Financial Partners, Inc. 0.39% — 2,816 $388K
Ausdal Financial Partners, Inc. 0.02% Reduce -6.4% 2,805 $387K
Denali Advisors LLC 0.04% New 2,800 $386K
Perigon Wealth Management, LLC 0.01% Reduce -11.7% 2,759 $380K
Pitcairn Wealth Advisors LLC 0.03% — 2,756 $380K
High Probability Advisors, LLC 0.05% No change 2,750 $379K
Xxi Wealth, LLC 0.23% — 2,741 $378K
Waystone Advisors LLC 0.32% — 2,737 $377K
Bank of New Hampshire 0.08% Reduce -0.4% 2,733 $377K
Bluesphere Advisors LLC 0.17% Reduce -7.6% 2,708 $373K
Cigna Investments Inc. 0.05% Reduce -2.9% 2,689 $371K
Childress Capital Advisors, LLC 0.06% Add +24.9% 2,688 $370K
S-Bank Fund Management Ltd 0.05% Reduce -34.8% 2,688 $370K
Perpetual Ltd 0.01% New 2,681 $369K
Indivisible Partners 0.04% — 2,680 $369K
Wayfinding Financial, LLC 0.16% Add +0.1% 2,669 $369K
Premier Path Wealth Partners, LLC 0.05% Add +18.0% 2,669 $368K
Venture Visionary Partners LLC 0.01% Reduce -12.6% 2,665 $367K
Financial Advisors Network, Inc. 0.05% Add +0.5% 2,666 $367K
Twinbeech Capital LP 0.03% Reduce -80.5% 2,650 $365K
Heritage Investors Management Corp. 0.01% No change 2,652 $365K
NDVR, Inc. 0.30% Reduce -8.2% 2,633 $363K
Capital Investment Advisors, LLC 0.01% Add +11.3% 2,619 $361K
CI Investments Inc. 0.00% Reduce -77.2% 2,613 $360K
Kintra Wealth, LLC 0.05% New 2,599 $358K
Seeds Investor LLC 0.07% Reduce -11.7% 2,570 $354K
Avior Wealth Management, LLC 0.01% Add +0.4% 2,551 $352K
Pinnacle Associates Ltd. 0.00% Reduce -5.4% 2,536 $349K
Ashton Thomas Private Wealth, LLC 0.01% Add +9.4% 2,513 $348K
Verum Partners LLC 0.07% Add +0.7% 2,509 $346K
Nwam LLC 0.02% Reduce -1.1% 2,552 $345K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.4% 2,535 $345K
SmartHarvest Portfolios, LLC 0.12% — 2,496 $344K
Wilmington Savings Fund Society, FSB 0.01% No change 2,495 $344K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.7% 2,494 $344K
Patrick M Sweeney & Associates, Inc. 0.21% Reduce -1.2% 2,455 $338K
Riversedge Advisors, LLC 0.05% Add +6.0% 2,445 $337K
Anchyra Partners LLC 0.10% — 2,430 $335K
American Investment Services, Inc. 0.08% No change 2,423 $334K
Verdence Capital Advisors LLC 0.02% Reduce -13.7% 2,420 $334K
Independent Financial Group, LLC 0.01% Add +1.0% 2,420 $333K
HighPoint Advisor Group LLC 0.01% Add +0.1% 2,418 $333K
Prospera Financial Services Inc 0.01% Reduce -3.7% 2,407 $332K
YHB Investment Advisors, Inc. 0.02% Reduce -3.1% 2,396 $330K
United Asset Strategies, Inc. 0.03% Reduce -3.6% 2,386 $329K
Frec Markets, Inc. 0.10% — 2,384 $329K
Drive Wealth Management, LLC 0.06% Add +2.5% 2,371 $328K
Integrity Alliance, Llc. 0.01% New 2,364 $326K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -47.0% 2,364 $326K
Moneco Advisors, LLC 0.03% Reduce -2.4% 2,358 $325K
Howard Capital Management Group, LLC 0.02% Reduce -0.1% 2,353 $324K
Segment Wealth Management, LLC 0.02% Add +16.9% 2,337 $322K
Harvest Fund Management Co., Ltd 0.01% No change 2,331 $321K
Angeles Wealth Management, LLC 0.02% Add +14.0% 2,311 $320K
Cloud Capital Management, LLC 0.15% Add +0.8% 2,311 $319K
Riverbend Wealth Management, LLC 0.20% Add +6.0% 2,299 $317K
Sage Mountain Advisors LLC 0.02% New 2,288 $315K
Trinity Financial Advisors LLC 0.09% No change 2,271 $314K
Valeo Financial Advisors, LLC 0.01% Add +27.5% 2,275 $313K
RNC Capital Management LLC 0.01% No change 2,254 $311K
Savvy Advisors, Inc. 0.01% Add +8.3% 2,254 $311K
Checchi Capital Advisers, LLC 0.02% Add +1.5% 2,252 $310K
Equitable Holdings, Inc. 0.00% Reduce -3.8% 2,249 $310K
Salzhauer Michael 0.14% No change 2,246 $309K
Wealthcare Advisory Partners LLC 0.01% Add +29.1% 2,245 $309K
Asset Dedication, LLC 0.02% No change 2,243 $309K
Advisor OS, LLC 0.02% Add +4.3% 2,231 $307K
MJP Associates Inc. 0.04% Add +4.3% 2,226 $307K
Stokes Family Office, LLC 0.03% New 2,220 $306K
Evansbrook LLC 0.20% — 2,210 $305K
Frank, Rimerman Advisors LLC 0.02% Add +0.6% 2,206 $304K
Dorsey & Whitney Trust CO LLC 0.02% Add +10.5% 2,205 $304K
Dale Q Rice Investment Management Ltd 0.22% No change 2,200 $303K
Trillium Asset Management, LLC 0.01% No change 2,197 $303K
Chicago Partners Investment Group LLC 0.01% Reduce -6.5% 2,355 $303K
Winthrop Advisory Group LLC 0.03% Add +0.1% 2,177 $301K
Transamerica Financial Advisors, LLC 0.03% Add +9.0% 2,183 $301K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +0.1% 2,183 $301K
Koshinski Asset Management, Inc. 0.02% Reduce -7.7% 2,171 $299K
Keystone Financial Group 0.02% No change 2,168 $299K
AlTi Global, Inc. 0.01% New 2,143 $296K
Diversified Enterprises, LLC 0.02% Add +30.8% 2,145 $296K
Strategic Financial Services, Inc. 0.01% Reduce -9.6% 2,072 $295K
Pzena Investment Management LLC 0.00% Add +22.6% 2,127 $293K
Evercore Wealth Management, LLC 0.00% No change 2,107 $290K
North Star Investment Management Corp. 0.02% Add +0.2% 2,104 $290K
Dynamic Advisor Solutions LLC 0.01% Reduce -9.2% 2,101 $290K
Principle Wealth Partners LLC 0.02% No change 2,084 $287K
Fielder Capital Group LLC 0.06% Reduce -4.4% 2,082 $287K
AlphaCore Capital LLC 0.01% New 2,067 $286K
Longboard Asset Management, LP 1.82% No change 2,073 $286K
Douglas Lane & Associates, LLC 0.00% Reduce -0.6% 2,073 $286K
WealthBridge Capital Management, LLC 0.07% Add +5.6% 2,069 $285K
Polymer Capital Management (US) LLC 0.04% Reduce -61.4% 2,059 $284K
Jump Financial, LLC 0.00% Reduce -83.4% 2,051 $283K
Mather Group, Llc. 0.00% Add +6.3% 2,050 $282K
Fidelis Capital Partners, LLC 0.02% Add +0.2% 2,050 $282K
Sterling Investment Counsel, LLC 0.08% New 2,570 $281K
Howard Capital Management, LLC 0.00% Add +0.4% 2,036 $281K
Portfolio Design Labs, LLC 0.05% Reduce -0.9% 2,026 $279K
Transcend Capital Advisors, LLC 0.02% Reduce -7.7% 2,015 $278K
Private Trust Co. NA 0.02% Add +74.6% 2,008 $277K
Purkiss Capital Advisors LLC 0.13% No change 2,000 $276K
J. L. Bainbridge & Co., Inc. 0.02% Reduce -2.7% 2,000 $276K
Founders Financial Alliance, LLC 0.05% Reduce -1.2% 1,993 $275K
Balefire, LLC 0.05% Add +4.4% 1,991 $274K
Waverly Advisors, LLC 0.00% Add +23.2% 1,966 $271K
Woodward Diversified Capital, LLC 0.12% Add +5.1% 1,950 $269K
Advisortrust Partners, LLC 0.12% — 1,947 $268K
Coastal Bridge Advisors, LLC 0.02% Reduce -1.5% 1,939 $267K
Csenge Advisory Group 0.01% Reduce -5.4% 1,937 $267K
Northwest Bancshares, Inc. 0.05% Reduce -1.3% 1,880 $259K
Seven Mile Advisory 0.05% Add +5.8% 1,874 $258K
Applied Finance Capital Management, LLC 0.02% Reduce -65.2% 1,874 $258K
GW Henssler & Associates Ltd. 0.01% Add +5.3% 1,859 $256K
Pallas Capital Advisors LLC 0.01% Reduce -1.6% 1,853 $255K
Shore Point Advisors, LLC 0.11% No change 1,852 $255K
Western Wealth Management, LLC 0.01% Add +0.6% 1,852 $255K
Turtle Creek Wealth Advisors, LLC 0.02% New 1,848 $255K
Clarius Group, LLC 0.01% Add +0.8% 1,846 $254K
Planned Solutions, Inc. 0.08% No change 1,830 $252K
Pure Financial Advisors, LLC 0.00% New 1,826 $252K
Bison Wealth, LLC 0.03% New 1,892 $251K
Strategic Advisors LLC 0.04% Add +0.4% 1,818 $251K
Daymark Wealth Partners, LLC 0.01% Add +0.9% 1,818 $250K
Maridea Wealth Management LLC 0.04% Reduce -4.6% 1,814 $250K
Cidel Asset Management Inc. 0.02% Reduce -7.3% 1,809 $249K
Burkett Asset Management Ltd 0.25% — 1,805 $249K
MIdWestOne Financial Group, Inc. 0.03% Reduce -5.3% 1,800 $248K
Signature Estate & Investment Advisors LLC 0.00% Reduce -18.4% 1,778 $245K
Entrust Financial LLC 0.18% — 1,772 $244K
Cathy Pareto & Associates, Inc. 0.17% Add +0.4% 1,770 $244K
Legacy Financial Advisors, Inc. 0.03% Add +2.4% 1,747 $241K
Signal Advisors Wealth, LLC 0.02% Add +4.5% 1,745 $240K
Ieq Capital, LLC 0.00% Add +3.5% 1,741 $240K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -0.6% 1,736 $239K
Patton Fund Management, Inc. 0.03% Reduce -6.5% 1,733 $239K
Five Oceans Advisors 0.08% Reduce -0.2% 1,720 $237K
JT Stratford LLC 0.03% Reduce -9.9% 1,717 $237K
Chilton Investment Co. Inc. 0.00% No change 1,714 $236K
Quent Capital, LLC 0.02% Reduce -0.8% 1,707 $235K
Investment Advisory Services Inc. /TX 0.07% Add +12.8% 1,704 $235K
GAMCO Investors 0.00% Reduce -22.7% 1,700 $234K
McLean Asset Management Corp 0.04% Reduce -0.6% 1,773 $234K
Fort Sheridan Advisors LLC 0.03% Add +0.2% 1,696 $234K
Larry Mathis Financial Planning, LLC 0.21% — 1,695 $234K
Davis Investment Partners, LLC 0.08% No change 1,700 $233K
Intrua Financial, LLC 0.03% No change 1,685 $232K
Verus Financial Partners, Inc. 0.02% Add +0.6% 1,775 $232K
Teza Capital Management LLC 0.74% New 1,677 $231K
Tailwinds Wealth, LLC 0.25% — 1,675 $231K
Great Valley Advisor Group, Inc. 0.00% Add +6.8% 1,659 $229K
Magnolia Capital Advisors LLC 0.05% No change 1,655 $228K
Battery Global Advisors, LLC 0.10% New 254 $223K
Clearstead Advisors, LLC 0.00% Add +45.2% 1,616 $223K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.9% 1,612 $222K
Romano Brothers and Company 0.03% No change 1,610 $222K
Everpar Advisors LLC 0.08% New 1,603 $221K
Baron Wealth Management LLC 0.07% New 1,602 $221K
Silvia McColl Wealth Management, LLC 0.15% No change 1,600 $220K
Advyzon Investment Management, LLC 0.03% New 1,596 $220K
Torren Management, LLC 0.11% — 1,594 $220K
Claris Financial LLC 0.12% New 1,583 $218K
CENTRAL TRUST Co 0.00% Add +10.2% 1,581 $218K
Certuity, LLC 0.01% Add +3.3% 1,578 $217K
Soltis Investment Advisors LLC 0.01% New 1,578 $217K
TD Waterhouse Canada Inc. 0.00% Add +1.6% 1,568 $216K
Founders Capital Management, LLC 0.03% Reduce -2.1% 1,566 $216K
Conning Inc. 0.01% Reduce -0.1% 1,562 $215K
Arkadios Wealth Advisors 0.00% New 1,562 $215K
Shelton Capital Management 0.00% No change 1,559 $215K
Ellevest, Inc. 0.03% Reduce -23.6% 1,545 $213K
Tortoise Investment Management, LLC 0.02% Add +0.1% 1,541 $212K
Guardian Partners Inc. 0.02% Reduce -6.1% 1,500 $210K
Opus Capital Group, LLC 0.02% New 1,526 $210K
KMG Fiduciary Partners, LLC 0.01% Reduce -18.1% 1,524 $210K
Means Investment Co., Inc. 0.02% Reduce -15.7% 1,519 $209K
Simplicity Wealth,LLC 0.01% New 1,518 $209K
Breachway Investments LLC 0.22% — 1,516 $209K
Foundations Investment Advisors, LLC 0.00% Reduce -6.3% 1,512 $208K
Revolve Wealth Partners, LLC 0.02% New 1,491 $205K
Investment Research Partners LLC 0.09% New 1,479 $204K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -3.7% 1,474 $203K
Invested Advisors 0.21% New 1,465 $202K
Caitong International Asset Management Co., Ltd 0.05% Add +121.5% 1,460 $201K
Root Financial Partners, LLC 0.01% Reduce -11.7% 1,456 $201K
Prelude Capital Management, LLC 0.01% New 1,455 $200K
Patron Partners, LLC 0.09% New 1,452 $200K
Armstrong Advisory Group, Inc. 0.01% Reduce -2.3% 1,426 $197K
Westpac Banking Corp. 0.01% No change 1,401 $193K
ORG Partners LLC 0.03% Reduce -2.0% 1,384 $191K
Manchester Capital Management LLC 0.03% Add +8.8% 1,383 $191K
REAP Financial Group, LLC 0.04% Add +69.5% 1,339 $185K
Ancora Advisors LLC 0.00% Add +1.8% 1,316 $181K
JFS Wealth Advisors, LLC 0.01% Add +4.1% 1,311 $181K
New England Capital Financial Advisors LLC 0.07% Add +16.1% 1,265 $174K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,193 $164K
Medallion Wealth Advisors, LLC 0.05% No change 1,183 $163K
Parkside Financial Bank & Trust 0.01% Add +15.1% 1,173 $162K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,220 $159K
Caldwell Trust Co 0.01% No change 1,142 $157K
Tompkins Financial Corp. 0.01% No change 1,048 $144K
Trust Co. of Toledo NA 0.01% No change 1,028 $142K
CoreCap Advisors, LLC 0.00% Add +0.2% 1,017 $140K
1015 Capital Partners, LLC 0.14% — 1,014 $140K
Piscataqua Savings Bank 0.10% No change 1,000 $138K
Delta Asset Management LLC 0.01% No change 1,000 $138K
AlphaCentric Advisors LLC 0.13% — 977 $135K
Laurel Wealth Advisors LLC 0.02% New 911 $126K
Independence Bank of Kentucky 0.02% Reduce -32.1% 899 $124K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +310.6% 891 $123K
Versant Capital Management, Inc 0.02% Add +2.4% 888 $122K
Quarry LP 0.02% Reduce -73.0% 861 $119K
CYBER HORNET ETFs LLC 0.07% Add +5.4% 856 $118K
Generali Investments, Management Co LLC 0.02% No change 847 $117K
Bayforest Capital Ltd 0.09% Reduce -41.2% 841 $116K
Cromwell Holdings LLC 0.06% No change 791 $109K
Westside Investment Management, Inc. 0.02% No change 790 $109K
Whittier Trust Co. of Nevada Inc. 0.00% No change 787 $108K
Grove Bank & Trust 0.01% No change 777 $107K
LRI Investments, LLC 0.01% Add +166.4% 738 $102K
1620 Investment Advisors, Inc. 0.07% Reduce -2.2% 717 $99K
Harbor Capital Advisors, Inc. 0.01% No change 709 $98K
Wealth Enhancement Trust Services, Inc. 0.01% — 686 $95K
First Horizon Corp. 0.00% No change 665 $92K
Sentry Investment Management LLC 0.06% No change 642 $88K
Raleigh Capital Management Inc. 0.03% Reduce -1.9% 622 $86K
Steph & Co. 0.02% Reduce -68.4% 621 $86K
Larson Financial Group LLC 0.00% Reduce -0.7% 615 $85K
Prestige Wealth Management Group LLC 0.02% No change 600 $83K
Trust Co. of Vermont 0.00% Add +115.3% 577 $80K
General Partner, Inc. 0.04% No change 575 $79K
Rothschild Investment LLC 0.00% Add +6.7% 574 $79K
Hilltop National Bank 0.02% Add +38.8% 562 $77K
Bruce G. Allen Investments, LLC 0.05% Reduce -7.3% 542 $75K
Harbour Investments, Inc. 0.00% Add +13.4% 540 $74K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -11.2% 533 $73K
Oakworth Capital, Inc. 0.00% Add +51.2% 514 $71K
Triumph Capital Management 0.01% New 501 $69K
Hazlett, Burt & Watson, Inc. 0.02% No change 500 $69K
Investors Research Corp 0.01% No change 500 $69K
Pinnacle Bancorp, Inc. 0.02% No change 492 $68K
CVA Family Office, LLC 0.01% Reduce -1.0% 487 $67K
TCTC Holdings, LLC 0.00% No change 476 $66K
Smithfield Trust Co 0.00% No change 475 $65K
Bell Investment Advisors, Inc 0.01% Add +39.0% 460 $63K
Deseret Mutual Benefit Administrators 0.03% Reduce -1.5% 454 $63K
Cetera Trust Company, N.A 0.03% No change 450 $62K
Bayban 0.05% — 447 $62K
Summit Securities Group LLC 0.01% Reduce -14.3% 415 $57K
ESL Trust Services, LLC 0.01% No change 410 $56K
Curat Global, LLC 0.06% No change 400 $55K
CNB Bank 0.02% No change 400 $55K
Hollencrest Capital Management 0.00% No change 389 $54K
DV Equities, LLC 0.01% — 388 $53K
Addison Advisors LLC 0.01% Add +39.3% 383 $53K
WPG Advisers, LLC 0.04% Reduce -6.1% 383 $53K
Hilton Head Capital Partners, LLC 0.03% — 375 $52K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +119.5% 371 $51K
Caldwell Sutter Capital, Inc. 0.02% No change 365 $50K
Wilkerson Advisory Group LLC 0.02% — 364 $50K
Key Financial Inc 0.01% No change 362 $50K
Elyxium Wealth, LLC 0.01% New 360 $50K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 350 $48K
Financial Gravity Asset Management, Inc. 0.01% No change 346 $48K
First United Bank & Trust 0.01% No change 340 $47K
Clean Yield Group 0.01% Add +21.5% 339 $47K
Johnson Financial Group, Inc. 0.00% Reduce -63.0% 337 $47K
Keating Financial Advisory Services, Inc. 0.01% — 333 $46K
Flagship Wealth Advisors, LLC 0.01% No change 332 $46K
DT Investment Partners, LLC 0.00% No change 331 $46K
Sarver Vrooman Wealth Advisors 0.03% Reduce -37.7% 312 $43K
Spurstone Advisory Services, LLC 0.65% No change 300 $41K
Smallwood Wealth Investment Management, LLC 0.02% No change 300 $41K
Valued Wealth Advisors LLC 0.02% Add +11.5% 291 $40K
Reflection Asset Management 0.03% — 274 $38K
GW&K Investment Management, LLC 0.00% Add +40.3% 268 $37K
Center for Financial Planning, Inc. 0.00% No change 266 $37K
Navalign, LLC 0.01% New 265 $37K
Sound Income Strategies, LLC 0.00% Add +45.3% 279 $36K
Farmers & Merchants Investments Inc. 0.00% No change 258 $36K
Barnes Dennig Private Wealth Management LLC 0.04% Add +144.8% 257 $35K
United Financial Planning Group LLC 0.02% Add +17.4% 257 $35K
Alphadyne Asset Management LP 0.00% New 256 $35K
West Financial Advisors, LLC 0.01% No change 247 $34K
Covestor Ltd 0.02% Reduce -4.8% 239 $33K
Vermillion & White Wealth Management Group, LLC 0.02% No change 235 $32K
SBI Securities Co., Ltd. 0.00% Add +44.6% 230 $32K
Private Wealth Management Group, LLC 0.01% No change 221 $30K
Tradewinds Capital Management, LLC 0.01% No change 220 $30K
Sunbelt Securities, Inc. 0.00% No change 218 $30K
Westfuller Advisors, LLC 0.01% Add +18.8% 215 $30K
Millstone Evans Group, LLC 0.02% Add +27.1% 216 $30K
Wellington Grp LLC 0.01% — 207 $29K
Sittner & Nelson, LLC 0.01% No change 200 $29K
Resources Management Corp. /CT/ 0.00% No change 204 $28K
Fideuram Asset Management (Ireland) dac 0.00% — 258 $28K
Founders Capital Management 0.01% No change 200 $28K
Barrett & Company, Inc. 0.01% No change 200 $28K
Princeton Global Asset Management LLC 0.00% No change 200 $28K
Clearstead Trust, LLC 0.00% Reduce -8.3% 200 $28K
Navigoe, LLC 0.02% No change 200 $27K
Plante Moran Financial Advisors, LLC 0.00% No change 188 $26K
Pingora Partners LLC 0.02% No change 180 $25K
Lodestone Wealth Management LLC 0.01% New 177 $24K
MidFirst Bank 0.00% — 175 $24K
Blume Capital Management, Inc. 0.00% No change 172 $24K
FWL Investment Management, LLC 0.01% New 170 $23K
N.E.W. Advisory Services LLC 0.00% No change 163 $22K
Kingdom Financial Group LLC. 0.01% New 163 $22K
Rachor Investment Advisory Services, LLC 0.01% — 160 $22K
Costello Asset Management, INC 0.01% No change 160 $22K
Harbor Investment Advisory, LLC 0.00% Add +1035.7% 159 $22K
Leonteq Securities AG 0.00% Reduce -1.9% 159 $22K
Flagship Harbor Advisors, LLC 0.00% New 156 $22K
Foster Dykema Cabot & Partners, LLC 0.00% No change 150 $21K
Bogart Wealth, LLC 0.00% Add +24.2% 149 $21K
MV Capital Management, Inc. 0.00% Add +0.7% 148 $20K
McMillan Office, Inc. 0.00% — 144 $20K
Sachetta, LLC 0.01% No change 143 $20K
Rossby Financial, LCC 0.01% Add +27.6% 134 $18K
Provenance Wealth Advisors, LLC 0.00% No change 122 $17K
Cape Investment Advisory, Inc. 0.01% Add +1090.0% 119 $16K
Golden State Wealth Management, LLC 0.00% No change 118 $16K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -12.9% 122 $16K
Chelsea Counsel Co. 0.01% No change 115 $16K
Meeder Asset Management Inc. 0.00% Add +2.7% 113 $16K
Cornerstone Planning Group LLC 0.00% Reduce -43.8% 118 $15K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 111 $15K
Creative Financial Designs Inc. 0.00% Add +5450.0% 111 $15K
Fortitude Family Office, LLC 0.00% Reduce -1.8% 108 $15K
Private Wealth Asset Management, LLC 0.00% No change 107 $15K
Kemnay Advisory Services Inc. 0.00% New 106 $15K
Salomon & Ludwin, LLC 0.00% Reduce -42.0% 105 $14K
Turning Point Benefit Group, Inc. 0.01% Add +1600.0% 102 $14K
Valley National Advisers Inc. 0.00% Reduce -3.8% 102 $14K
WealthCollab, LLC 0.01% No change 95 $13K
GoalVest Advisory LLC 0.00% No change 85 $12K
Truvestments Capital LLC 0.00% No change 85 $12K
Horizon Financial Services, LLC 0.01% Add +32.8% 81 $11K
Coston, McIsaac & Partners 0.00% No change 82 $11K
Dunhill Financial, LLC 0.00% Add +5.3% 80 $11K
Country Trust Bank 0.00% No change 78 $11K
Colonial Trust Co / SC 0.00% Add +18.8% 76 $11K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 76 $10K
Washington Trust Advisors, Inc. 0.00% No change 76 $10K
Park Place Capital Corp 0.00% Add +208.3% 74 $10K
Aspect Partners, LLC 0.00% Add +6.0% 71 $10K
Commonwealth Retirement Investments LLC 0.00% New 70 $10K
Signature Equity Partners, LLC 0.01% — 69 $10K
Maryland Capital Advisors Inc. 0.00% New 69 $10K
RMG Wealth Management LLC 0.00% New 73 $9K
PFS Partners, LLC 0.00% No change 68 $9K
Banque Transatlantique SA 0.00% No change 68 $9K
Avion Wealth 0.00% No change 71 $9K
Jessup Wealth Management, Inc 0.00% New 65 $9K
Howard Hughes Medical Institute 0.00% No change 61 $8K
Raffa Wealth Management, LLC 0.00% No change 59 $8K
Estabrook Capital Management 0.00% No change 56 $8K
Activest Wealth Management 0.00% Reduce -38.9% 55 $8K
Legacy Bridge, LLC 0.00% New 54 $7K
Alerus Financial NA 0.00% No change 53 $7K
Clayton Financial Group LLC 0.00% New 52 $7K
Evolution Wealth Management Inc. 0.01% New 50 $7K
Solstein Capital, LLC 0.00% No change 50 $7K
Glen Eagle Advisors, LLC 0.00% Reduce -60.7% 48 $7K
Park Square Financial Group, LLC 0.04% Add +42.9% 60 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 47 $6K
Abound Wealth Management 0.00% No change 47 $6K
Kilter Group LLC 0.00% Reduce -17.9% 46 $6K
Richardson Financial Services Inc. 0.00% No change 45 $6K
Financial Management Professionals, Inc. 0.00% Add +168.8% 43 $6K
Essential Partners LLC 0.00% Add +87.0% 43 $6K
SJS Investment Consulting Inc. 0.00% Add +75.0% 42 $6K
Miller Global Investments, LLC 0.01% — 42 $6K
Acima Private Wealth, LLC 0.00% No change 42 $6K
Vision Retirement, LLC 0.00% — 40 $6K
Hughes Financial Services, LLC 0.00% No change 40 $6K
Chilton Capital Management LLC 0.00% New 38 $5K
Rialto Wealth Management, LLC 0.00% Reduce -5.1% 37 $5K
Motiv8 Investments LLC 0.00% New 39 $5K
IMA Advisory Services, Inc. 0.00% Add +1100.0% 36 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +54.5% 34 $5K
Fairman Group, LLC 0.00% New 33 $5K
IMG Wealth Management, Inc. 0.00% Reduce -25.0% 33 $5K
Highline Wealth Partners LLC 0.00% No change 33 $5K
Clark Wealth Partners 0.00% No change 32 $4K
HHM Wealth Advisors, LLC 0.00% Reduce -54.3% 32 $4K
City State Bank 0.00% No change 31 $4K
SouthState Bank Corp 0.00% Reduce -11.4% 31 $4K
Redwood Park Advisors LLC 0.00% No change 29 $4K
Capital Advisors, Ltd. LLC 0.00% No change 31 $4K
JNBA Financial Advisors 0.00% No change 29 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +7.7% 28 $4K
Cornerstone Financial Management LLC 0.00% — 28 $4K
Investors Portfolio Services LLC 0.00% — 28 $4K
True Wealth Design, LLC 0.00% Reduce -6.9% 27 $4K
Towne Trust Company, N.A 0.00% New 26 $4K
Optima Capital LLC 0.00% New 25 $3K
Elevation Wealth Partners, LLC 0.00% Add +700.0% 24 $3K
Acumen Wealth Advisors, LLC 0.00% — 23 $3K
Penserra Capital Management LLC 0.00% No change 24 $3K
Heritage Wealth Advisors 0.00% No change 21 $3K
Physician Wealth Advisors, Inc. 0.00% Reduce -80.6% 20 $3K
TFC Financial Management, Inc. 0.00% No change 20 $3K
Strategic Wealth Partners, Ltd. 0.00% No change 19 $3K
Cedar Mountain Advisors, LLC 0.00% No change 18 $2K
First Command Advisory Services, Inc. 0.00% Add +325.0% 17 $2K
Principia Wealth Advisory, LLC 0.00% Add +6.7% 16 $2K
SOA Wealth Advisors, LLC. 0.00% No change 15 $2K
Sunrise Financial Services, LLC 0.00% — 15 $2K
Dogwood Wealth Management LLC 0.00% Reduce -34.8% 15 $2K
American Capital Advisory, LLC 0.00% Add +75.0% 14 $2K
BankPlus Trust Department 0.00% No change 14 $2K
New Millennium Group LLC 0.00% Reduce -98.5% 14 $2K
HFM Investment Advisors, LLC 0.00% Reduce -7.1% 13 $2K
Lummis Asset Management, LP 0.00% New 13 $2K
Financial Network Wealth Advisors LLC 0.00% No change 12 $2K
Ares Financial Consulting, LLC 0.00% — 12 $2K
Dagco, Inc. 0.00% No change 12 $2K
Anfield Capital Management, LLC 0.00% No change 11 $2K
Crewe Advisors LLC 0.00% New 11 $2K
Nvwm, LLC 0.00% No change 10 $1K
Winnacle Wealth LLC 0.00% No change 9 $1K
Legacy Wealth Managment, LLC 0.00% No change 9 $1K
Nova Wealth Management, Inc. 0.00% No change 9 $1K
WestEnd Advisors, LLC 0.00% Add +50.0% 9 $1K
Quaker Wealth Management, LLC 0.00% Add +14.3% 8 $1K
Retirement Wealth Solutions LLC 0.00% No change 7 $965
Arcadia Investment Management Corp. 0.00% New 7 $965
Rakuten Securities, Inc. 0.00% Reduce -40.0% 6 $827
Mascoma Wealth Management LLC 0.00% No change 6 $827
Elevated Capital Advisors, LLC 0.00% New 6 $827
Bare Financial Services, Inc 0.00% Add +50.0% 6 $827
Seneschal Advisors, LLC 0.00% No change 5 $689
Wolff Wiese Magana LLC 0.00% No change 5 $689
Atlantic Private Wealth, LLC 0.00% New 5 $689
Aventura Private Wealth, LLC 0.00% New 5 $689
Financial Consulate, Inc. 0.00% No change 5 $689
Three Bearings Fiduciary Advisors, Inc. 0.00% — 5 $676
Quest 10 Wealth Builders, Inc. 0.00% No change 4 $579
Davis Capital Management 0.00% No change 3 $413
McGuire Capital Advisors Inc. 0.00% — 3 $413
Luken Investment Analytics, LLC 0.00% New 3 $413
Wealth Watch Advisors, INC 0.00% Reduce -66.7% 3 $413
Ameriflex Group, Inc. 0.00% Reduce -50.0% 3 $413
High Note Wealth, LLC 0.00% Add +200.0% 3 $413
Trust Co 0.00% New 3 $413
Vermillion Wealth Management, Inc. 0.00% No change 2 $280
ROSS\JOHNSON & Associates LLC 0.01% No change 2 $276
NorthAvenue LLC 0.00% — 2 $276
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 2 $274
Y.D. More Investments Ltd 0.00% Reduce -10.7% 201 $181
Murphy & Mullick Capital Management Corp 0.00% New 1 $138
Toth Financial Advisory Corp. 0.00% New 1 $138
West Branch Capital LLC 0.00% No change 1 $138
Walleye Capital LLC 0.00% Reduce -96.7% 1 $138

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