Haleon PLC-ADRHLN
13F holders, Q3 2025 (September 30)600holders −26
64new positions
86sold out
7famous investors
$8.97avg. 13F price*
At the end of Q3 2025, 600 institutions reported holding Haleon PLC-ADR (HLN) in their 13F filings, down 26 from Q2 2025. 64 opened new positions and 86 sold out. The largest holders were Dodge & Cox ($1.4B), FMR LLC ($932.9M) and Clearbridge Investments, LLC ($299.1M). 7 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Haleon PLC-ADR
- CUSIP
- 405552100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $67.3M |
| Exits | 86 | $71.8M |
All 13F filers, Q2 2025 → Q3 2025: 26,968,394 shares bought and 54,022,858 shares sold, net −27,054,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 600 holders
| Dodge & Cox | 0.75% | Reduce -0.7% | 154,384,622 | $1.4B |
| FMR LLC | 0.05% | Reduce -6.9% | 104,002,586 | $932.9M |
| Clearbridge Investments, LLC | 0.23% | Add +6.0% | 33,347,932 | $299.1M |
| Morgan Stanley | 0.01% | Add +4.5% | 18,532,527 | $166.2M |
| Harding Loevner LP | 1.18% | Reduce -20.6% | 17,909,401 | $160.7M |
| Wellington Management Group LLP | 0.02% | Reduce -6.0% | 15,680,225 | $140.7M |
| JPMorgan Chase & Co. | 0.01% | Add +36.5% | 11,984,672 | $107.5M |
| Bank of America Corp. | 0.01% | Reduce -13.6% | 10,706,146 | $96.0M |
| Sculptor Capital LP | 2.01% | No change | 9,949,868 | $89.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +14.1% | 8,851,684 | $79.4M |
| Douglas Lane & Associates, LLC | 1.02% | Reduce -0.1% | 8,166,976 | $73.3M |
| Aristotle Capital Management, LLC | 0.14% | Reduce -1.6% | 8,061,204 | $72.3M |
| Altshuler Shaham Ltd | 1.18% | No change | 7,938,977 | $71.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -8.5% | 7,186,416 | $64.5M |
| BlackRock, Inc. | 0.00% | Reduce -2.7% | 6,249,978 | $56.1M |
| Nuveen, LLC | 0.01% | Add +4.7% | 6,009,400 | $53.9M |
| Voloridge Investment Management, LLC | 0.18% | Reduce -16.7% | 5,888,478 | $52.8M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -0.0% | 5,383,549 | $48.3M |
| Optiver Holding B.V. | 0.74% | New | 5,082,822 | $45.6M |
| Raymond James Financial Inc. | 0.01% | Add +14.3% | 4,931,464 | $44.2M |
| Northern Trust Corp. | 0.01% | Reduce -11.2% | 4,679,770 | $42.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.11% | Add +0.3% | 4,303,629 | $38.6M |
| Citadel Advisors | 0.03% | Reduce -18.6% | 3,719,932 | $33.4M |
| Wells Fargo & Company | 0.01% | Add +12.9% | 3,651,955 | $32.8M |
| Qube Research & Technologies Ltd | 0.04% | Add +29.4% | 3,124,287 | $28.0M |
| First Eagle Investment Management, LLC | 0.05% | Add +9.8% | 3,056,951 | $27.4M |
| Abc Arbitrage SA | 2.41% | Add +159.4% | 2,727,350 | $24.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.4% | 2,675,521 | $24.0M |
| Bank of New York Mellon Corp | 0.00% | Add +14.3% | 2,574,830 | $23.1M |
| Van Eck Associates Corp. | 0.02% | Reduce -11.4% | 2,490,410 | $22.3M |
| Point72 Asset Management | 0.05% | Add +2542.4% | 2,362,298 | $21.2M |
| Stifel Financial Corp. | 0.02% | Add +6.8% | 2,126,346 | $19.1M |
| Natixis Advisors, LLC | 0.02% | Reduce -4.6% | 1,888,308 | $16.9M |
| Clark Estates Inc. | 3.69% | No change | 1,800,000 | $16.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -0.3% | 1,716,838 | $15.4M |
| LPL Financial LLC | 0.00% | Add +10.5% | 1,546,646 | $13.9M |
| Bank of Montreal | 0.01% | Add +14.8% | 1,534,080 | $13.8M |
| Renaissance Technologies | 0.02% | Reduce -81.6% | 1,434,399 | $12.9M |
| Jane Street Group, LLC | 0.02% | Reduce -44.4% | 1,425,068 | $12.8M |
| Tidal Investments LLC | 0.05% | Add +46.1% | 1,312,659 | $11.8M |
| Cubist Systematic Strategies, LLC | 0.16% | Add +15.1% | 1,230,209 | $11.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.6% | 1,153,462 | $10.3M |
| Heathbridge Capital Management Ltd. | 3.66% | Reduce -0.7% | 1,064,000 | $9.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +15.3% | 1,039,739 | $9.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -0.1% | 1,020,476 | $9.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -40.3% | 1,006,703 | $9.0M |
| Citigroup Inc. | 0.01% | Add +7.0% | 986,450 | $8.8M |
| Millennium Management | 0.01% | Reduce -54.8% | 971,808 | $8.7M |
| Neuberger Berman Group LLC | 0.01% | Reduce -8.3% | 964,618 | $8.7M |
| Scharf Investments, LLC | 0.21% | Add +89.9% | 933,328 | $8.4M |
| American Century Companies Inc. | 0.00% | Add +8.1% | 899,658 | $8.1M |
| GMO | 0.02% | Add +13.2% | 888,839 | $8.0M |
| JARISLOWSKY, FRASER Ltd | 0.04% | Add +12.4% | 821,006 | $7.4M |
| Quantinno Capital Management LP | 0.02% | Reduce -1.4% | 801,938 | $7.2M |
| Capital Fund Management S.A. | 0.07% | Add +44.6% | 796,843 | $7.1M |
| Sei Investments Co. | 0.01% | Reduce -6.4% | 733,272 | $6.6M |
| JTC Employer Solutions Trustee Ltd | 0.55% | Add +120.7% | 712,229 | $6.4M |
| Invesco Ltd. | 0.00% | Reduce -54.7% | 682,917 | $6.1M |
| Callan Family Office, LLC | 0.19% | Reduce -11.7% | 670,972 | $6.0M |
| Tower Research Capital LLC (TRC) | 0.16% | Add +24152.6% | 645,847 | $5.8M |
| Welch & Forbes LLC | 0.07% | No change | 643,501 | $5.8M |
| Crossmark Global Holdings, Inc. | 0.09% | Reduce -0.2% | 635,155 | $5.7M |
| Hantz Financial Services, Inc. | 0.09% | Add +2.4% | 628,449 | $5.6M |
| GAM Holding AG | 0.34% | Reduce -8.9% | 606,673 | $5.4M |
| Farringdon Capital, Ltd. | 1.31% | Add +190.6% | 573,435 | $5.1M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -16.4% | 540,052 | $4.8M |
| US Bancorp \de | 0.01% | Reduce -29.8% | 525,800 | $4.7M |
| HRT Financial LP | 0.02% | Add +109.7% | 523,016 | $4.7M |
| Arlington Partners LLC | 1.58% | Add +128.0% | 508,886 | $4.6M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +145.4% | 482,967 | $4.3M |
| UBS Group AG | 0.00% | Reduce -92.2% | 480,317 | $4.3M |
| WCM Investment Management, LLC | 0.01% | Add +16.0% | 486,633 | $4.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -21.5% | 476,237 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -53.5% | 474,625 | $4.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.3% | 474,076 | $4.3M |
| Synovus Financial Corp. | 0.05% | Reduce -7.1% | 468,081 | $4.2M |
| Truist Financial Corp. | 0.01% | Reduce -6.6% | 463,231 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 462,483 | $4.1M |
| Cerity Partners LLC | 0.01% | Reduce -9.6% | 457,976 | $4.1M |
| Cidel Asset Management Inc. | 0.23% | New | 450,689 | $4.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.3% | 450,410 | $4.0M |
| Creative Planning | 0.00% | Reduce -5.2% | 431,152 | $3.9M |
| Headlands Technologies LLC | 0.26% | Add +622.0% | 356,750 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +16.2% | 355,851 | $3.1M |
| Fisher Asset Management | 0.00% | Reduce -6.3% | 331,620 | $3.0M |
| Manning & Napier Advisors LLC | 0.04% | Reduce -7.7% | 319,922 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -20.2% | 312,809 | $2.8M |
| State Street Corp. | 0.00% | Reduce -6.4% | 292,851 | $2.6M |
| QRG Capital Management, Inc. | 0.03% | Reduce -43.0% | 292,778 | $2.6M |
| Barclays PLC | 0.00% | New | 270,000 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +18.4% | 265,534 | $2.4M |
| Vident Advisory, LLC | 0.02% | Reduce -18.5% | 257,327 | $2.3M |
| Eagle Global Advisors LLC | 0.09% | No change | 248,000 | $2.2M |
| Franklin Resources Inc. | 0.00% | Reduce -10.5% | 245,852 | $2.2M |
| Captrust Financial Advisors | 0.00% | Reduce -9.5% | 243,497 | $2.2M |
| Squarepoint Ops LLC | 0.00% | Add +205.5% | 242,796 | $2.2M |
| Archford Capital Strategies, LLC | 0.26% | New | 239,528 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 234,453 | $2.1M |
| Choreo, LLC | 0.03% | Reduce -12.6% | 228,672 | $2.1M |
| Fifth Third Bancorp | 0.01% | Reduce -25.0% | 227,648 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -26.3% | 225,407 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -24.2% | 223,716 | $2.0M |
| Keystone Financial Planning, Inc. | 0.58% | Reduce -0.4% | 222,842 | $2.0M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 211,126 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -33.1% | 209,784 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +38.7% | 209,586 | $1.9M |
| Founders Financial Securities LLC | 0.13% | Add +27.7% | 209,432 | $1.9M |
| Horizon Investments, LLC | 0.02% | New | 208,819 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.9% | 208,315 | $1.9M |
| Keybank National Association | 0.01% | Reduce -16.8% | 196,731 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -4.8% | 191,549 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -20.5% | 182,536 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +22.3% | 182,008 | $1.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 181,798 | $1.6M |
| Pitcairn Co. | 0.13% | Reduce -36.1% | 178,503 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Reduce -7.8% | 166,051 | $1.5M |
| NINE MASTS CAPITAL Ltd | 0.66% | New | 163,003 | $1.5M |
| Cantor Fitzgerald, L. P. | 0.03% | New | 157,116 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +87.5% | 154,565 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -10.0% | 151,463 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Add +44.2% | 144,964 | $1.3M |
| Regions Financial Corp. | 0.01% | Reduce -10.3% | 143,259 | $1.3M |
| AQR Capital Management | 0.00% | Add +8.3% | 138,754 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +31.9% | 138,117 | $1.2M |
| Acadian Asset Management LLC | 0.00% | Reduce -97.5% | 135,826 | $1.2M |
| Signaturefd, LLC | 0.02% | Reduce -9.3% | 134,486 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Reduce -9.9% | 133,568 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -25.2% | 128,316 | $1.2M |
| 1832 Asset Management L.P. | 0.00% | Reduce -11.8% | 127,997 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Reduce -5.3% | 127,724 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +8.5% | 116,742 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.1% | 119,809 | $1.1M |
| Principal Securities, Inc. | 0.02% | Reduce -4.9% | 118,927 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +15.3% | 116,827 | $1.0M |
| Quadrant Capital Group LLC | 0.03% | Reduce -8.5% | 110,613 | $990K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.4% | 110,580 | $975K |
| Euro Pacific Asset Management, LLC | 0.11% | Reduce -1.5% | 90,805 | $942K |
| Canal Insurance CO | 0.19% | No change | 100,000 | $897K |
| American Assets Investment Management, LLC | 0.07% | No change | 100,000 | $897K |
| Calamos Advisors LLC | 0.01% | No change | 98,065 | $880K |
| Stephens Inc. | 0.01% | Add +7.2% | 97,734 | $877K |
| Natural Investments, LLC | 0.22% | Add +0.8% | 96,973 | $869K |
| Evergreen Capital Management LLC | 0.02% | Add +52.3% | 95,252 | $854K |
| Ethic Inc. | 0.01% | Add +4.5% | 94,949 | $852K |
| Confluence Investment Management LLC | 0.01% | Add +10.9% | 93,631 | $840K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.6% | 93,526 | $836K |
| Entropy Technologies, LP | 0.06% | Reduce -79.7% | 91,134 | $817K |
| DRW Securities, LLC | 0.04% | Add +282.4% | 88,363 | $787K |
| Cohen Klingenstein LLC | 0.02% | No change | 81,613 | $732K |
| Virtu Financial LLC | 0.04% | Add +193.0% | 81,278 | $729K |
| Arkadios Wealth Advisors | 0.02% | Add +4.1% | 80,784 | $725K |
| NewEdge Wealth, LLC | 0.01% | Add +20.0% | 77,238 | $719K |
| Aquatic Capital Management LLC | 0.01% | New | 79,342 | $712K |
| XTX Topco Ltd | 0.04% | Reduce -74.4% | 79,046 | $709K |
| Heritage Family Offices, LLP | 0.33% | Reduce -4.0% | 78,593 | $705K |
| Ritholtz Wealth Management | 0.01% | Add +18.2% | 78,287 | $702K |
| Brown Advisory Inc. | 0.00% | Add +5.5% | 77,886 | $699K |
| Tweedy, Browne Co LLC | 0.06% | Reduce -0.2% | 76,668 | $688K |
| M&T Bank Corp | 0.00% | Reduce -4.9% | 75,179 | $675K |
| Guggenheim Capital LLC | 0.01% | Add +12.4% | 74,539 | $669K |
| Syon Capital LLC | 0.04% | Add +3.2% | 73,101 | $656K |
| Baker Tilly Wealth Management, LLC | 0.15% | Add +10.3% | 72,712 | $652K |
| Future Fund LLC | 0.23% | Add +25.0% | 72,497 | $650K |
| Torrey Growth & Income Advisors | 0.19% | — | 71,695 | $643K |
| Mgo One Seven LLC | 0.01% | Add +8.6% | 70,950 | $636K |
| Brooklyn Investment Group | 0.09% | Add +1.0% | 60,978 | $633K |
| Glenmede Investment Management, LP | 0.00% | Reduce -7.6% | 69,864 | $627K |
| One Wealth Advisors, LLC | 0.08% | Reduce -18.8% | 69,252 | $621K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -53.6% | 68,712 | $616K |
| Kahn Brothers Group Inc. | 0.11% | Reduce -42.6% | 68,027 | $610K |
| Legacy Wealth Asset Management, LLC | 0.15% | Reduce -0.1% | 67,025 | $601K |
| Axxcess Wealth Management, LLC | 0.01% | Add +17.0% | 66,269 | $594K |
| Ieq Capital, LLC | 0.00% | Add +73.2% | 66,207 | $594K |
| Cambiar Investors LLC | 0.03% | Reduce -94.9% | 66,003 | $592K |
| Lester Murray Antman dba SimplyRich | 0.16% | Add +4.4% | 66,049 | $592K |
| NewEdge Advisors, LLC | 0.00% | Add +1.0% | 65,175 | $585K |
| Fiduciary Trust Co | 0.01% | Add +2.6% | 65,113 | $584K |
| AIMZ Investment Advisors, LLC | 0.18% | Reduce -2.2% | 63,128 | $566K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -31.3% | 62,295 | $559K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -19.0% | 58,439 | $524K |
| WCG Wealth Advisors LLC | 0.03% | Add +10.3% | 57,428 | $515K |
| Caprock Group, LLC | 0.01% | — | 52,181 | $515K |
| Centiva Capital, LP | 0.05% | New | 57,355 | $514K |
| Vise Technologies, Inc. | 0.02% | Reduce -16.7% | 57,275 | $514K |
| Stonegate Investment Group, LLC | 0.01% | Add +12.4% | 57,125 | $512K |
| Alliancebernstein L.P. | 0.00% | Reduce -53.2% | 56,804 | $510K |
| Rhumbline Advisers | 0.00% | Reduce -2.7% | 55,081 | $494K |
| Blue Trust, Inc. | 0.01% | Add +5.6% | 55,000 | $493K |
| Tempus Wealth Planning, LLC | 0.11% | Add +2.0% | 54,313 | $487K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.3% | 54,007 | $484K |
| &partners | 0.00% | Reduce -1.0% | 52,735 | $477K |
| HighPoint Advisor Group LLC | 0.02% | Add +17.6% | 52,293 | $469K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.3% | 52,013 | $467K |
| Summit Wealth Group LLC / Co. | 0.05% | New | 6,234 | $465K |
| Argent Trust Co | 0.02% | Reduce -2.9% | 50,297 | $451K |
| Patrick M Sweeney & Associates, Inc. | 0.29% | No change | 49,868 | $447K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 49,724 | $446K |
| Naviter Wealth, LLC | 0.05% | Add +7.9% | 49,663 | $445K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -41.5% | 49,543 | $444K |
| Wallace Capital Management Inc. | 0.06% | Reduce -29.2% | 49,537 | $444K |
| Quantbot Technologies LP | 0.01% | Reduce -64.4% | 49,067 | $440K |
| Lido Advisors, LLC | 0.00% | Reduce -23.9% | 48,898 | $439K |
| Brevan Howard Capital Management LP | 0.01% | New | 48,439 | $434K |
| Cardinal Capital Management | 0.06% | Add +2.4% | 48,085 | $431K |
| Blair William & Co. | 0.00% | Add +5.8% | 47,834 | $429K |
| WealthTrust Axiom LLC | 0.11% | Reduce -1.3% | 47,286 | $424K |
| Martin Investment Management, LLC | 0.11% | Add +2.2% | 46,775 | $420K |
| AlphaCore Capital LLC | 0.01% | Add +75.9% | 46,615 | $418K |
| Profund Advisors LLC | 0.01% | Reduce -19.7% | 45,751 | $410K |
| Yousif Capital Management, LLC | 0.00% | No change | 45,494 | $408K |
| Summitry LLC | 0.02% | Reduce -20.2% | 44,470 | $399K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -10.5% | 44,240 | $397K |
| Simplicity Wealth,LLC | 0.02% | Add +2.2% | 42,864 | $384K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -11.6% | 42,491 | $381K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +28.2% | 42,183 | $378K |
| Blueshift Asset Management, LLC | 0.11% | New | 40,234 | $361K |
| Fortress Private Ledger, LLC | 0.13% | Add +37.2% | 39,498 | $354K |
| Merit Financial Group, LLC | 0.00% | Reduce -55.0% | 38,159 | $342K |
| Auxier Asset Management LLC | 0.05% | Reduce -1.2% | 37,974 | $341K |
| MQS Management LLC | 0.20% | New | 37,735 | $338K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -11.9% | 36,358 | $326K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +15.8% | 36,184 | $325K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -1.5% | 36,182 | $325K |
| Aspen Grove Capital, LLC | 0.05% | Reduce -36.4% | 35,744 | $321K |
| StoneX Group Inc. | 0.01% | New | 34,823 | $312K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.8% | 34,215 | $307K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -13.2% | 34,099 | $306K |
| Compound Planning, Inc. | 0.01% | Reduce -3.8% | 33,946 | $304K |
| Equitable Holdings, Inc. | 0.00% | Add +1.0% | 33,275 | $298K |
| Ascent Group, LLC | 0.01% | Reduce -75.0% | 33,218 | $298K |
| Waverly Advisors, LLC | 0.00% | Add +4.5% | 32,822 | $294K |
| Transcend Capital Advisors, LLC | 0.02% | Add +39.8% | 32,751 | $294K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -1.6% | 32,219 | $289K |
| Forum Financial Management, LP | 0.00% | Add +5.0% | 32,156 | $288K |
| R Squared Ltd | 0.12% | New | 32,055 | $288K |
| Marks Group Wealth Management, Inc | 0.03% | Reduce -21.5% | 32,038 | $287K |
| Aigen Investment Management, LP | 0.04% | New | 31,395 | $282K |
| Defined Wealth Management, LLC | 0.15% | Reduce -0.3% | 29,385 | $264K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -7.5% | 29,370 | $263K |
| Lafayette Investments, Inc. | 0.05% | No change | 29,104 | $261K |
| Smartleaf Asset Management LLC | 0.02% | Add +5.4% | 29,449 | $260K |
| SG Americas Securities, LLC | 0.00% | Reduce -25.8% | 28,629 | $257K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 28,551 | $256K |
| King Luther Capital Management Corp. | 0.00% | Add +4.4% | 28,292 | $254K |
| Savant Capital, LLC | 0.00% | Reduce -64.2% | 27,582 | $247K |
| Ingalls & Snyder LLC | 0.01% | Reduce -4.2% | 27,389 | $246K |
| Highland Capital Management, LLC | 0.01% | Add +10.8% | 27,305 | $245K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -24.0% | 27,300 | $245K |
| Chilton Investment Co. Inc. | 0.00% | New | 27,000 | $242K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +9.8% | 26,676 | $239K |
| MN Wealth Advisors, LLC | 0.13% | Add +4.6% | 26,602 | $239K |
| Seed Wealth Management, Inc. | 0.16% | No change | 26,580 | $238K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -42.8% | 26,541 | $238K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -18.2% | 25,691 | $227K |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Reduce -36.1% | 24,951 | $224K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.4% | 24,707 | $222K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -16.8% | 24,607 | $221K |
| Haverford Trust Co | 0.00% | Reduce -2.6% | 24,454 | $219K |
| Clearstead Advisors, LLC | 0.00% | Reduce -4.4% | 24,441 | $219K |
| First Horizon Corp. | 0.01% | — | 24,081 | $216K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -36.1% | 23,980 | $215K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.1% | 23,644 | $212K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.3% | 23,638 | $212K |
| Resonant Capital Advisors, LLC | 0.01% | Reduce -20.3% | 23,449 | $210K |
| GAMMA Investing LLC | 0.01% | Reduce -0.1% | 23,375 | $210K |
| Valeo Financial Advisors, LLC | 0.00% | Reduce -6.5% | 23,015 | $206K |
| Choate Investment Advisors | 0.00% | Reduce -2.1% | 22,940 | $206K |
| Fielder Capital Group LLC | 0.05% | No change | 22,810 | $205K |
| Trust Point Inc. | 0.02% | New | 22,627 | $203K |
| Parallel Advisors, LLC | 0.00% | Reduce -14.8% | 22,370 | $201K |
| Ballentine Partners, LLC | 0.00% | Reduce -34.5% | 22,358 | $201K |
| Independent Advisor Alliance | 0.01% | Reduce -23.7% | 22,287 | $200K |
| Diversified Trust Co. | 0.00% | Add +38.4% | 22,279 | $200K |
| Bessemer Group Inc. | 0.00% | Add +3.0% | 22,267 | $199K |
| Cwm, LLC | 0.00% | Reduce -5.4% | 21,665 | $194K |
| Bailard, Inc. | 0.00% | Add +0.2% | 21,520 | $193K |
| TD Private Client Wealth LLC | 0.00% | Reduce -19.1% | 21,460 | $192K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -4.4% | 21,329 | $191K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -17.1% | 21,162 | $190K |
| PFG Investments, LLC | 0.01% | Reduce -2.4% | 21,140 | $190K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +1756.1% | 20,937 | $188K |
| Ariston Services Group | 0.11% | No change | 20,721 | $186K |
| Seeds Investor LLC | 0.04% | Reduce -9.5% | 20,700 | $186K |
| Versant Capital Management, Inc | 0.03% | Reduce -43.4% | 20,687 | $186K |
| AE Wealth Management LLC | 0.00% | Reduce -1.0% | 20,196 | $181K |
| Rexford Capital Inc. | 0.14% | Add +9.4% | 19,724 | $177K |
| Greenwich Wealth Management LLC | 0.01% | No change | 19,546 | $175K |
| Country Club Bank | 0.01% | Add +26.8% | 19,621 | $173K |
| Legacy Financial Advisors, Inc. | 0.02% | New | 19,039 | $171K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +71.7% | 18,991 | $170K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.3% | 18,850 | $169K |
| Brighton Jones LLC | 0.00% | Add +16.8% | 18,836 | $169K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -77.2% | 18,784 | $168K |
| PDS Planning, Inc | 0.01% | Reduce -27.2% | 18,518 | $166K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.6% | 18,482 | $166K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +37.3% | 18,394 | $165K |
| MAI Capital Management | 0.00% | Reduce -13.4% | 18,151 | $163K |
| Ascentis Independent Advisors | 0.03% | Add +16.0% | 18,085 | $162K |
| CIBC Private Wealth Group LLC | 0.00% | Add +120.2% | 17,906 | $161K |
| Optas, LLC | 0.03% | Reduce -16.3% | 17,867 | $160K |
| LGT Group Foundation | 0.00% | Reduce -1.7% | 17,673 | $159K |
| Riverbridge Partners LLC | 0.00% | Reduce -20.1% | 17,477 | $157K |
| Advisory Services Network, LLC | 0.00% | Add +7.1% | 17,431 | $156K |
| National Bank of Canada | 0.00% | Add +6.8% | 17,385 | $156K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -3.1% | 17,356 | $156K |
| Meyer Handelman Co. | 0.00% | No change | 17,169 | $154K |
| Beacon Financial Strategies CORP | 0.09% | No change | 19,888 | $154K |
| Yoffe Investment Management, LLC | 0.20% | No change | 17,073 | $153K |
| Greenleaf Trust | 0.00% | Reduce -1.3% | 17,028 | $153K |
| Sanders Morris Harris LLC | 0.02% | New | 16,700 | $150K |
| Quotient Wealth Partners, LLC | 0.00% | Add +3.1% | 16,656 | $149K |
| Summit Trail Advisors, LLC | 0.00% | Add +4.2% | 16,542 | $148K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +1.9% | 16,392 | $147K |
| Moors & Cabot, Inc. | 0.01% | Reduce -9.4% | 16,334 | $147K |
| Bank of Nova Scotia | 0.00% | New | 16,334 | $147K |
| Jain Global LLC | 0.00% | Reduce -34.6% | 16,275 | $146K |
| Baird Financial Group, Inc. | 0.00% | Reduce -11.3% | 16,238 | $146K |
| Ameritas Advisory Services, LLC | 0.01% | Add +57.3% | 16,120 | $145K |
| Old National Bancorp | 0.00% | Add +0.9% | 15,559 | $140K |
| Sage Rhino Capital LLC | 0.03% | Add +0.3% | 15,551 | $139K |
| Checchi Capital Advisers, LLC | 0.01% | Add +1.1% | 15,385 | $138K |
| Allworth Financial LP | 0.00% | Add +18.6% | 15,565 | $137K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -4.8% | 15,235 | $137K |
| First Affirmative Financial Network | 0.06% | New | 15,217 | $136K |
| IHT Wealth Management, LLC | 0.00% | Reduce -10.3% | 15,156 | $136K |
| Dimension Capital Management LLC | 0.02% | Reduce -7.8% | 15,155 | $136K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 14,885 | $134K |
| Prospect Financial Group LLC | 0.13% | Reduce -15.5% | 14,704 | $132K |
| Arkos Global Advisors | 0.02% | New | 14,625 | $131K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -5.5% | 14,498 | $130K |
| Seven Mile Advisory | 0.02% | Reduce -10.1% | 14,489 | $130K |
| NorthCoast Asset Management LLC | 0.00% | Add +18.4% | 14,103 | $127K |
| Horizon Kinetics Asset Management LLC | 0.00% | Add +4.4% | 14,082 | $126K |
| West Family Investments, Inc. | 0.03% | Reduce -4.6% | 14,049 | $126K |
| Keel Point, LLC | 0.01% | Reduce -40.1% | 13,935 | $125K |
| Personal Cfo Solutions, LLC | 0.02% | Reduce -21.8% | 13,871 | $124K |
| Holistic Financial Partners | 0.05% | Add +4.2% | 13,678 | $123K |
| Baron Wealth Management LLC | 0.04% | Reduce -18.4% | 13,646 | $122K |
| Essex Bank | 0.03% | Reduce -9.5% | 13,270 | $119K |
| Rehmann Capital Advisory Group | 0.01% | Add +3.1% | 13,192 | $118K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.0% | 13,074 | $117K |
| Gabelli Funds LLC | 0.00% | No change | 13,000 | $117K |
| Brown Brothers Harriman & Co. | 0.00% | Add +38.9% | 12,785 | $115K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.2% | 12,746 | $114K |
| Ballew Advisors, Inc | 0.06% | Reduce -3.5% | 12,411 | $114K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -3.2% | 12,468 | $112K |
| UMB Bank, n.a. | 0.00% | Reduce -25.1% | 12,427 | $111K |
| Hancock Whitney Corp. | 0.00% | Add +0.7% | 12,247 | $110K |
| Marotta Asset Management | 0.02% | Reduce -6.2% | 12,094 | $109K |
| Old Port Advisors | 0.03% | Reduce -7.6% | 12,022 | $108K |
| Lazard Asset Management LLC | 0.00% | No change | 12,000 | $108K |
| Fiduciary Alliance LLC | 0.01% | Reduce -0.2% | 11,676 | $105K |
| Procyon Advisors, LLC | 0.01% | Reduce -35.6% | 11,547 | $104K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 11,440 | $103K |
| Sage Mountain Advisors LLC | 0.01% | Add +7.8% | 11,409 | $102K |
| Calton & Associates, Inc. | 0.02% | New | 11,373 | $102K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 11,345 | $102K |
| Nicholas Hoffman & Company, LLC. | 0.00% | Reduce -23.0% | 11,338 | $102K |
| Endowment Wealth Management, Inc. | 0.05% | Reduce -13.5% | 11,189 | $100K |
| Atala Financial Inc | 0.06% | No change | 10,871 | $98K |
| Park Place Capital Corp | 0.02% | No change | 10,869 | $97K |
| Sivia Capital Partners, LLC | 0.03% | Reduce -1.2% | 10,860 | $97K |
| Drive Wealth Management, LLC | 0.02% | Reduce -85.5% | 10,808 | $97K |
| Composition Wealth, LLC | 0.00% | Reduce -10.3% | 10,673 | $96K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.0% | 10,673 | $96K |
| Excalibur Management Corp. | 0.03% | Reduce -3.8% | 10,439 | $94K |
| May Hill Capital, LLC | 0.03% | New | 10,431 | $94K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 10,383 | $93K |
| Prospera Financial Services Inc | 0.00% | New | 10,246 | $92K |
| New Republic Capital, LLC | 0.03% | New | 10,141 | $91K |
| a16z Perennial Management, L.P. | 0.01% | New | 10,097 | $91K |
| Pure Financial Advisors, LLC | 0.00% | New | 10,087 | $90K |
| Scotia Capital Inc. | 0.00% | Reduce -17.4% | 10,072 | $90K |
| Cromwell Holdings LLC | 0.05% | No change | 9,703 | $87K |
| Arax Advisory Partners | 0.00% | Add +112.1% | 9,302 | $83K |
| Private Trust Co. NA | 0.01% | Reduce -6.8% | 8,192 | $73K |
| CENTRAL TRUST Co | 0.00% | Reduce -9.9% | 8,049 | $72K |
| Golden State Wealth Management, LLC | 0.01% | Add +181.4% | 7,656 | $69K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -66.1% | 7,469 | $67K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 7,427 | $67K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +7.3% | 7,240 | $65K |
| Tsfg, LLC | 0.01% | Add +0.1% | 6,865 | $62K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -2.1% | 6,912 | $62K |
| Summit Securities Group LLC | 0.02% | New | 6,592 | $59K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +428.1% | 6,321 | $57K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 6,097 | $55K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -16.7% | 5,944 | $54K |
| Mather Group, Llc. | 0.00% | New | 5,826 | $52K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -15.5% | 5,618 | $50K |
| Hemington Wealth Management | 0.01% | Add +1.2% | 5,402 | $48K |
| TruNorth Capital Management, LLC | 0.01% | Reduce -5.6% | 5,062 | $45K |
| Assetmark, Inc. | 0.00% | Add +5.5% | 4,710 | $42K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,636 | $42K |
| FIL Ltd | 0.00% | Add +0.2% | 4,591 | $41K |
| Addison Advisors LLC | 0.01% | Reduce -24.1% | 4,499 | $40K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -1.7% | 4,155 | $37K |
| Toronto Dominion Bank | 0.00% | Add +18.6% | 4,235 | $37K |
| Hollencrest Capital Management | 0.00% | No change | 3,966 | $36K |
| Stance Capital LLC | 0.01% | New | 3,810 | $34K |
| Spire Wealth Management | 0.00% | Reduce -0.8% | 3,789 | $34K |
| Atlantic Union Bankshares Corp | 0.00% | Add +293.7% | 3,697 | $33K |
| Trust Co. of Toledo NA | 0.00% | No change | 3,575 | $32K |
| Barrett & Company, Inc. | 0.01% | Add +0.1% | 3,500 | $31K |
| GW&K Investment Management, LLC | 0.00% | Reduce -0.2% | 3,500 | $31K |
| Citizens National Bank Trust Department | 0.01% | Add +167.4% | 3,276 | $29K |
| Hilltop National Bank | 0.01% | No change | 3,229 | $29K |
| IFP Advisors, Inc | 0.00% | Reduce -21.7% | 3,192 | $29K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +60.5% | 3,105 | $28K |
| Rothschild Investment LLC | 0.00% | Reduce -16.0% | 3,030 | $27K |
| Grove Bank & Trust | 0.00% | No change | 3,009 | $27K |
| Ransom Advisory, Ltd | 0.01% | No change | 3,000 | $27K |
| City State Bank | 0.01% | Reduce -1.4% | 2,758 | $25K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 2,725 | $24K |
| JFS Wealth Advisors, LLC | 0.00% | Add +78.9% | 2,575 | $23K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,411 | $22K |
| Pin Oak Investment Advisors Inc. | 0.02% | Reduce -20.4% | 2,381 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -20.8% | 2,326 | $21K |
| Eastern Bank | 0.00% | Add +73.9% | 2,235 | $20K |
| Montag A & Associates Inc. | 0.00% | Add +5.1% | 2,102 | $19K |
| Macquarie Group Ltd. | 0.00% | Add +16.8% | 2,061 | $18K |
| Graney & King, LLC | 0.01% | Add +0.7% | 2,003 | $18K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 2,000 | $18K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 1,997 | $18K |
| Smithfield Trust Co | 0.00% | Reduce -42.8% | 1,994 | $17K |
| Colonial Trust Co / SC | 0.00% | Reduce -2.2% | 1,831 | $16K |
| HM Payson & Co. | 0.00% | No change | 1,810 | $16K |
| Larson Financial Group LLC | 0.00% | Reduce -56.2% | 1,759 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +122.9% | 1,705 | $16K |
| West Branch Capital LLC | 0.00% | No change | 1,714 | $15K |
| Sound Income Strategies, LLC | 0.00% | Reduce -0.2% | 1,644 | $15K |
| Salomon & Ludwin, LLC | 0.00% | Add +627.6% | 1,608 | $14K |
| Costello Asset Management, INC | 0.00% | Reduce -2.2% | 1,600 | $14K |
| Clearstead Trust, LLC | 0.00% | No change | 1,593 | $14K |
| LRI Investments, LLC | 0.00% | Reduce -14.5% | 1,577 | $14K |
| Root Financial Partners, LLC | 0.00% | New | 1,548 | $14K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,451 | $13K |
| Navigoe, LLC | 0.01% | New | 1,466 | $13K |
| Coston, McIsaac & Partners | 0.00% | No change | 1,487 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -36.4% | 1,414 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -48.7% | 1,315 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +5.3% | 1,315 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,285 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,662 | $11K |
| Independence Bank of Kentucky | 0.00% | Reduce -30.9% | 1,230 | $11K |
| Roble, Belko & Company, Inc | 0.00% | No change | 1,177 | $11K |
| Tortoise Investment Management, LLC | 0.00% | No change | 1,200 | $11K |
| North Star Investment Management Corp. | 0.00% | Add +52.6% | 1,183 | $11K |
| IMG Wealth Management, Inc. | 0.01% | No change | 1,128 | $10K |
| CoreCap Advisors, LLC | 0.00% | Add +65.5% | 1,099 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 1,095 | $10K |
| Key Financial Inc | 0.00% | Add +6.4% | 1,064 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -77.6% | 1,039 | $9K |
| TCTC Holdings, LLC | 0.00% | No change | 1,017 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 1,009 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 1,007 | $9K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -56.2% | 1,040 | $9K |
| CX Institutional | 0.00% | Reduce -33.3% | 990 | $9K |
| Clean Yield Group | 0.00% | No change | 1,000 | $9K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 950 | $9K |
| MTM Investment Management, LLC | 0.00% | No change | 989 | $9K |
| Evelyn Partners Asset Management Ltd | 0.00% | New | 971 | $9K |
| Princeton Global Asset Management LLC | 0.00% | No change | 950 | $9K |
| Fairman Group, LLC | 0.01% | Add +3608.0% | 927 | $8K |
| Wealth Watch Advisors, INC | 0.00% | New | 920 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 916 | $8K |
| CNB Bank | 0.00% | New | 910 | $8K |
| Archer Investment Corp | 0.00% | Add +0.3% | 890 | $8K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 879 | $8K |
| Harbour Investments, Inc. | 0.00% | Add +27.0% | 871 | $8K |
| Deutsche Bank AG | 0.00% | Reduce -73.3% | 850 | $8K |
| Westside Investment Management, Inc. | 0.00% | New | 818 | $7K |
| Zions Bancorporation, National Association | 0.00% | Add +1.5% | 809 | $7K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 808 | $7K |
| MV Capital Management, Inc. | 0.00% | No change | 804 | $7K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 800 | $7K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 798 | $7K |
| Ancora Advisors LLC | 0.00% | Reduce -49.3% | 798 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.1% | 767 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 755 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 737 | $7K |
| DT Investment Partners, LLC | 0.00% | Reduce -41.6% | 730 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 705 | $6K |
| TFC Financial Management, Inc. | 0.00% | New | 700 | $6K |
| Piscataqua Savings Bank | 0.00% | No change | 682 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 681 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 676 | $6K |
| Financial Connections Group, Inc. | 0.00% | No change | 741 | $6K |
| St Germain D J Co. Inc. | 0.00% | Reduce -13.3% | 651 | $6K |
| WealthCollab, LLC | 0.00% | No change | 650 | $6K |
| First Command Advisory Services, Inc. | 0.00% | No change | 647 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 636 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 628 | $6K |
| True Wealth Design, LLC | 0.00% | Add +451.3% | 623 | $6K |
| Bogart Wealth, LLC | 0.00% | Reduce -14.3% | 608 | $5K |
| PARK CIRCLE Co | 0.00% | Reduce -40.0% | 600 | $5K |
| Huntington National Bank | 0.00% | Reduce -34.6% | 587 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 519 | $5K |
| Bare Financial Services, Inc | 0.00% | Reduce -5.2% | 513 | $5K |
| Optimum Investment Advisors | 0.00% | No change | 500 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 500 | $4K |
| MCF Advisors LLC | 0.00% | No change | 480 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 458 | $4K |
| Valley National Advisers Inc. | 0.00% | Reduce -47.1% | 527 | $4K |
| Financial Consulate, Inc. | 0.00% | New | 445 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -47.6% | 415 | $4K |
| Motco | 0.00% | No change | 408 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 400 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 400 | $4K |
| Group One Trading LLC | 0.00% | Reduce -20.0% | 400 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 396 | $4K |
| ESL Trust Services, LLC | 0.00% | New | 395 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 393 | $4K |
| Broadwater Capital Management LLC | 0.00% | Reduce -90.4% | 375 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -25.7% | 375 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 375 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 373 | $3K |
| Proffitt & Goodson Inc. | 0.00% | New | 372 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 368 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 361 | $3K |
| Asset Dedication, LLC | 0.00% | Reduce -10.1% | 356 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 348 | $3K |
| HighMark Wealth Management LLC | 0.00% | Add +0.3% | 341 | $3K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 333 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +13.8% | 321 | $3K |
| Rossby Financial, LCC | 0.00% | New | 319 | $3K |
| SouthState Bank Corp | 0.00% | Reduce -38.5% | 320 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 318 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 309 | $3K |
| Advantage Trust Co | 0.00% | No change | 300 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 300 | $3K |
| Country Trust Bank | 0.00% | Reduce -29.4% | 300 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 300 | $3K |
| CGC Financial Services, LLC | 0.00% | No change | 293 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 291 | $3K |
| KERR FINANCIAL PLANNING Corp | 0.00% | — | 263 | $3K |
| Abound Wealth Management | 0.00% | Add +930.8% | 268 | $2K |
| CVA Family Office, LLC | 0.00% | Add +84.8% | 231 | $2K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 229 | $2K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 249 | $2K |
| ORG Partners LLC | 0.00% | No change | 221 | $2K |
| Stephens Consulting, LLC | 0.00% | No change | 215 | $2K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -22.1% | 211 | $2K |
| YANKCOM Partnership | 0.00% | No change | 210 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +161.5% | 204 | $2K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 200 | $2K |
| Trust Co. of Vermont | 0.00% | New | 200 | $2K |
| Chesapeake Asset Management LLC | 0.00% | No change | 190 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -30.3% | 189 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 175 | $2K |
| Highline Wealth Partners LLC | 0.00% | Add +28.9% | 174 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 172 | $2K |
| Bank & Trust Co | 0.00% | No change | 163 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -76.9% | 150 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 144 | $1K |
| TD Capital Management LLC | 0.00% | Reduce -59.1% | 140 | $1K |
| FSA Wealth Management LLC | 0.00% | No change | 128 | $1K |
| NFSG Corp | 0.00% | No change | 126 | $1K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -82.9% | 125 | $1K |
| Corsicana & Co. | 0.00% | — | 125 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 123 | $1K |
| Heritage Wealth Advisors | 0.00% | No change | 123 | $1K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 113 | $1K |
| Centerpoint Advisors, LLC | 0.00% | New | 110 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 110 | $987 |
| Retirement Wealth Solutions LLC | 0.00% | New | 102 | $915 |
| Logan Capital Management Inc. | 0.00% | No change | 101 | $906 |
| Minot DeBlois Advisors LLC | 0.00% | No change | 100 | $897 |
| AllSquare Wealth Management LLC | 0.00% | No change | 100 | $897 |
| Peoples Financial Services Corp. | 0.00% | No change | 100 | $897 |
| Pflug Koory, LLC | 0.00% | No change | 100 | $897 |
| Aspect Partners, LLC | 0.00% | No change | 100 | $897 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 100 | $897 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 100 | $897 |
| Oakworth Capital, Inc. | 0.00% | No change | 100 | $897 |
| IMA Advisory Services, Inc. | 0.00% | No change | 78 | $700 |
| Kelleher Financial Advisors | 0.00% | New | 74 | $664 |
| Centennial Bank | 0.00% | No change | 71 | $637 |
| WPG Advisers, LLC | 0.00% | No change | 70 | $628 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 59 | $530 |
| American Capital Advisory, LLC | 0.00% | New | 56 | $503 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 50 | $477 |
| Hoey Investments, Inc. | 0.00% | Reduce -45.9% | 46 | $413 |
| Holos Integrated Wealth LLC | 0.00% | No change | 40 | $360 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 31 | $278 |
| ROSS\JOHNSON & Associates LLC | 0.01% | No change | 30 | $269 |
| Fortitude Family Office, LLC | 0.00% | No change | 26 | $233 |
| Creative Capital Management Investments LLC | 0.00% | No change | 25 | $224 |
| Bear Mountain Capital, Inc. | 0.00% | New | 21 | $196 |
| Palisade Asset Management, LLC | 0.00% | New | 21 | $189 |
| Kilter Group LLC | 0.00% | Reduce -59.2% | 20 | $180 |
| Anfield Capital Management, LLC | 0.00% | Reduce -85.0% | 20 | $179 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -86.2% | 16 | $144 |
| POM Investment Strategies, LLC | 0.00% | New | 15 | $135 |
| Leonteq Securities AG | 0.00% | No change | 7 | $63 |
| Morse Asset Management, Inc | 0.00% | No change | 3 | $27 |
| Caitlin John, LLC | 0.00% | New | 3 | $27 |
| Natixis | 0.00% | No change | 1 | $9 |
| Essential Partners LLC | 0.00% | No change | 1 | $9 |
| Avion Wealth | 0.00% | No change | 100 | $0 |
| Keener Financial Planning LLC | 0.00% | No change | 58 | $0 |
"% of holder's portfolio" is HLN's weight in each manager's 13F, not the share of Haleon PLC-ADR the manager owns.