Haleon PLC-ADRHLN
13F holders, Q1 2026 (March 31)626holders +16
78new positions
63sold out
7famous investors
$10.01avg. 13F price*
At the end of Q1 2026, 626 institutions reported holding Haleon PLC-ADR (HLN) in their 13F filings, up 16 from Q4 2025. 78 opened new positions and 63 sold out. The largest holders were Dodge & Cox ($1.5B), FMR LLC ($1.1B) and Clearbridge Investments, LLC ($317.5M). 7 famous investors held it, including Bill Nygren (0.2% of Harris Associates (Oakmark Funds)'s portfolio), Steve Cohen (0.1% of Point72 Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $207.8M |
| Exits | 63 | $74.2M |
All 13F filers, Q4 2025 → Q1 2026: 63,498,297 shares bought and 49,059,872 shares sold, net +14,438,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 626 holders
| Dodge & Cox | 0.81% | Reduce -3.4% | 146,539,663 | $1.5B |
| FMR LLC | 0.06% | Add +5.6% | 113,969,159 | $1.1B |
| Clearbridge Investments, LLC | 0.28% | Add +0.9% | 31,718,725 | $317.5M |
| Morgan Stanley | 0.01% | Reduce -10.8% | 19,166,253 | $191.9M |
| Harding Loevner LP | 1.62% | Reduce -5.4% | 15,712,550 | $157.2M |
| Harris Associates (Oakmark Funds) | 0.20% | New | 15,032,041 | $150.5M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Add +82.8% | 14,674,518 | $146.9M |
| Bank of America Corp. | 0.01% | Add +17.0% | 10,934,228 | $109.5M |
| Natixis Advisors, LLC | 0.13% | Reduce -8.1% | 9,198,299 | $92.1M |
| Jones Financial Companies LLLP | 0.04% | Add +2454.6% | 9,086,528 | $89.0M |
| Nuveen, LLC | 0.02% | Add +41.0% | 8,699,093 | $87.1M |
| JPMorgan Chase & Co. | 0.01% | Add +2.2% | 8,279,468 | $82.8M |
| Aristotle Capital Management, LLC | 0.16% | Reduce -2.1% | 7,663,514 | $76.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +28.4% | 7,034,778 | $70.4M |
| Douglas Lane & Associates, LLC | 0.97% | Reduce -1.0% | 6,693,783 | $67.0M |
| Point72 Asset Management | 0.12% | Add +38.7% | 6,574,038 | $65.8M |
| Raymond James Financial Inc. | 0.02% | Add +3.5% | 6,264,041 | $62.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -41.3% | 6,127,452 | $61.3M |
| Sculptor Capital LP | 1.27% | Reduce -49.3% | 5,300,868 | $53.1M |
| BlackRock, Inc. | 0.00% | Add +5.4% | 5,250,957 | $52.6M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -5.4% | 5,103,509 | $51.1M |
| Northern Trust Corp. | 0.01% | Add +1.3% | 4,881,337 | $48.9M |
| Wellington Management Group LLP | 0.01% | Reduce -3.3% | 4,828,648 | $48.3M |
| Van Eck Associates Corp. | 0.04% | Add +2.9% | 4,639,437 | $46.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.13% | Reduce -2.3% | 4,356,376 | $43.6M |
| First Eagle Investment Management, LLC | 0.07% | Add +20.9% | 4,032,643 | $40.4M |
| Wells Fargo & Company | 0.01% | Add +7.9% | 4,022,749 | $40.3M |
| CIBC Bancorp USA Inc. | 0.05% | — | 3,953,513 | $39.6M |
| Royal Bank of Canada | 0.01% | Add +8.4% | 3,063,916 | $30.7M |
| Principal Financial Group Inc. | 0.01% | Add +27393.7% | 2,803,530 | $28.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 2,596,454 | $26.0M |
| Jane Street Group, LLC | 0.02% | Add +49.0% | 2,291,768 | $22.9M |
| Stifel Financial Corp. | 0.02% | Add +3.5% | 2,181,908 | $21.8M |
| GMO | 0.05% | Add +18.7% | 1,897,694 | $19.0M |
| LPL Financial LLC | 0.00% | Add +6.7% | 1,750,087 | $17.5M |
| WCM Investment Management, LLC | 0.04% | Add +70.3% | 1,725,059 | $17.3M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -52.4% | 1,667,494 | $16.7M |
| JTC Employer Solutions Trustee Ltd | 1.35% | Add +470.2% | 1,610,721 | $16.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -2.6% | 1,583,730 | $15.9M |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 1,525,032 | $15.3M |
| Clark Estates Inc. | 3.37% | Reduce -22.2% | 1,400,000 | $14.0M |
| Citigroup Inc. | 0.01% | Add +36.4% | 1,329,934 | $13.3M |
| Sei Investments Co. | 0.01% | Add +89.4% | 1,285,485 | $12.9M |
| Quantinno Capital Management LP | 0.02% | Add +11.8% | 1,221,499 | $12.2M |
| Tidal Investments LLC | 0.04% | Reduce -18.4% | 1,169,469 | $11.7M |
| Scharf Investments, LLC | 0.35% | Add +5.0% | 1,150,750 | $11.5M |
| Goodman Financial Corp | 1.97% | New | 1,147,659 | $11.5M |
| American Century Companies Inc. | 0.01% | Add +14.0% | 1,134,531 | $11.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.1% | 1,131,403 | $11.3M |
| HRT Financial LP | 0.03% | New | 1,100,190 | $11.0M |
| UBS Group AG | 0.00% | Add +10.1% | 1,096,123 | $11.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +3.6% | 1,063,693 | $10.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.6% | 1,039,677 | $10.4M |
| Citadel Advisors | 0.01% | Reduce -86.6% | 1,001,865 | $10.0M |
| Bank of Montreal | 0.00% | Reduce -88.9% | 946,633 | $9.5M |
| Neuberger Berman Group LLC | 0.01% | Add +21.9% | 935,229 | $9.4M |
| Hantz Financial Services, Inc. | 0.13% | Add +17.4% | 820,071 | $8.2M |
| Massachusetts Financial Services Co. | 0.00% | Add +3.7% | 795,403 | $8.0M |
| Crossmark Global Holdings, Inc. | 0.11% | Add +31.2% | 749,365 | $7.5M |
| Callan Family Office, LLC | 0.17% | Reduce -0.6% | 734,570 | $7.4M |
| US Bancorp \de | 0.01% | Add +34.6% | 704,468 | $7.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +20.6% | 684,558 | $6.9M |
| Qube Research & Technologies Ltd | 0.01% | New | 673,294 | $6.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +493.1% | 663,275 | $6.6M |
| Welch & Forbes LLC | 0.08% | No change | 643,501 | $6.4M |
| Mariner, LLC | 0.01% | Add +2.7% | 636,787 | $6.4M |
| Creative Planning | 0.00% | Add +19.4% | 630,997 | $6.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +17.0% | 553,252 | $5.5M |
| Truist Financial Corp. | 0.01% | Add +5.7% | 498,893 | $5.0M |
| Abc Arbitrage SA | 0.64% | Reduce -82.9% | 477,377 | $4.8M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -3.3% | 476,263 | $4.8M |
| Cidel Asset Management Inc. | 0.26% | Add +30.0% | 473,692 | $4.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.7% | 464,724 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +3.0% | 459,205 | $4.6M |
| Acadian Asset Management LLC | 0.01% | Add +214.7% | 451,649 | $4.5M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +0.7% | 433,893 | $4.3M |
| Capital Fund Management S.A. | 0.04% | Reduce -26.5% | 421,051 | $4.2M |
| Horizon Investments, LLC | 0.04% | Add +90.4% | 404,060 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.3% | 388,159 | $3.9M |
| QRG Capital Management, Inc. | 0.04% | Add +17.4% | 379,517 | $3.8M |
| XTX Topco Ltd | 0.07% | New | 379,350 | $3.8M |
| Captrust Financial Advisors | 0.01% | Add +12.6% | 371,702 | $3.7M |
| Third View Private Wealth, LLC | 0.50% | Add +5.8% | 362,422 | $3.6M |
| Focus Partners Wealth | 0.00% | Add +14.4% | 195,548 | $3.4M |
| GAM Holding AG | 0.29% | Reduce -44.4% | 330,494 | $3.3M |
| Fisher Asset Management | 0.00% | Add +3.9% | 327,131 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -3.2% | 325,158 | $3.3M |
| Eagle Global Advisors LLC | 0.11% | No change | 318,000 | $3.2M |
| Manning & Napier Advisors LLC | 0.04% | Reduce -1.4% | 306,509 | $3.1M |
| LGT Group Foundation | 0.04% | Add +8.3% | 297,369 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.2% | 295,125 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.7% | 293,965 | $2.9M |
| Acumen Wealth Advisors, LLC | 0.78% | Reduce -25.4% | 291,363 | $2.9M |
| Marshall Wace, LLP | 0.00% | New | 271,574 | $2.7M |
| Brooklyn Investment Group | 0.08% | Add +30.9% | 260,541 | $2.6M |
| Trillium Asset Management, LLC | 0.08% | Add +4.0% | 249,796 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Add +0.2% | 249,641 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce 0.0% | 249,107 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +17.0% | 247,741 | $2.5M |
| Trexquant Investment LP | 0.02% | New | 240,252 | $2.4M |
| Vident Advisory, LLC | 0.02% | Add +9.9% | 235,522 | $2.4M |
| Benjamin Edwards Inc. | 0.02% | Add +25.5% | 231,106 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Add +136.4% | 222,708 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +15.3% | 219,187 | $2.2M |
| Fifth Third Bancorp | 0.00% | Reduce -1.6% | 217,156 | $2.2M |
| 2Xideas AG | 0.85% | New | 437,469 | $2.2M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +7.4% | 213,938 | $2.1M |
| D. E. Shaw & Co. | 0.00% | New | 209,065 | $2.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +8.3% | 208,415 | $2.1M |
| Keybank National Association | 0.01% | Reduce -1.3% | 207,523 | $2.1M |
| Founders Financial Securities LLC | 0.11% | Reduce -4.8% | 203,046 | $2.0M |
| 1832 Asset Management L.P. | 0.00% | Reduce -83.5% | 198,875 | $2.0M |
| Choreo, LLC | 0.02% | Reduce -3.0% | 198,007 | $2.0M |
| AQR Capital Management | 0.00% | Add +31.9% | 197,621 | $2.0M |
| Factory Mutual Insurance Co. | 0.02% | New | 196,537 | $2.0M |
| Altshuler Shaham Ltd | 0.04% | Add +96.4% | 196,378 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.2% | 193,750 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +36.6% | 192,177 | $1.9M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -9.1% | 192,126 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +0.2% | 188,885 | $1.9M |
| Milford Funds Ltd. | 0.04% | No change | 180,000 | $1.8M |
| Natural Investments, LLC | 0.43% | Add +0.3% | 172,976 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +21.0% | 166,608 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +24.4% | 155,748 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +10.8% | 155,111 | $1.6M |
| Archford Capital Strategies, LLC | 0.17% | New | 150,995 | $1.5M |
| Principal Securities, Inc. | 0.02% | Add +10.4% | 148,676 | $1.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Reduce -2.2% | 146,703 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +3.5% | 138,272 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +9.1% | 138,779 | $1.4M |
| Regions Financial Corp. | 0.01% | Reduce -5.1% | 132,712 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +0.7% | 129,153 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +6.2% | 120,238 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -12.3% | 119,786 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Add +59.1% | 118,327 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +357.3% | 114,694 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.0% | 113,147 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | Add +3.0% | 112,695 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.8% | 111,815 | $1.1M |
| Western Wealth Management, LLC | 0.04% | New | 2,872 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Add +313.6% | 106,905 | $1.1M |
| Ethic Inc. | 0.02% | Add +21.5% | 105,141 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -10.8% | 104,689 | $1.0M |
| Confluence Investment Management LLC | 0.02% | Add +5.0% | 104,389 | $1.0M |
| Old Mission Capital LLC | 0.02% | New | 102,334 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +7.5% | 102,062 | $1.0M |
| American Assets Investment Management, LLC | 0.07% | No change | 100,000 | $1.0M |
| Signaturefd, LLC | 0.02% | Reduce -6.2% | 98,608 | $987K |
| Drive Wealth Management, LLC | 0.21% | Reduce -0.4% | 98,513 | $986K |
| Ritholtz Wealth Management | 0.02% | Add +118.7% | 97,069 | $972K |
| Calamos Advisors LLC | 0.01% | Reduce -0.1% | 96,776 | $969K |
| Sterling Capital Management LLC | 0.02% | Reduce -6.7% | 94,183 | $943K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 93,822 | $939K |
| Stephens Inc. | 0.01% | Reduce -2.7% | 93,085 | $932K |
| Euro Pacific Asset Management, LLC | 0.09% | Reduce -1.9% | 87,897 | $912K |
| Rhumbline Advisers | 0.00% | Add +5.6% | 91,085 | $912K |
| Blue Trust, Inc. | 0.01% | Add +7.1% | 87,556 | $876K |
| M&T Bank Corp | 0.00% | Add +4.4% | 84,272 | $843K |
| Ieq Capital, LLC | 0.00% | Add +0.6% | 83,677 | $838K |
| Cohen Klingenstein LLC | 0.03% | No change | 81,613 | $817K |
| NewEdge Wealth, LLC | 0.01% | Reduce -12.0% | 80,759 | $808K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -7.7% | 79,944 | $800K |
| Brown Advisory Inc. | 0.00% | Reduce -7.5% | 79,376 | $795K |
| Guggenheim Capital LLC | 0.01% | Add +15.0% | 79,121 | $792K |
| Arkadios Wealth Advisors | 0.01% | Add +0.4% | 78,464 | $785K |
| Merit Financial Group, LLC | 0.01% | Add +16.5% | 76,704 | $768K |
| Syon Capital LLC | 0.04% | Reduce -6.2% | 74,898 | $750K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -29.2% | 75,499 | $750K |
| Baker Tilly Wealth Management, LLC | 0.18% | Reduce -1.7% | 74,606 | $747K |
| Tweedy, Browne Co LLC | 0.06% | Reduce -4.9% | 72,750 | $728K |
| Glenmede Trust Co. NA | 0.00% | Add +1.6% | 70,147 | $702K |
| Mgo One Seven LLC | 0.01% | Reduce -1.9% | 69,869 | $699K |
| Future Fund LLC | 0.24% | Add +8.5% | 69,250 | $693K |
| Fiduciary Trust Co | 0.01% | Add +9.3% | 67,965 | $680K |
| Legacy Wealth Asset Management, LLC | 0.17% | Add +1.0% | 67,902 | $680K |
| One Wealth Advisors, LLC | 0.08% | Add +3.9% | 67,378 | $674K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -18.9% | 67,377 | $674K |
| Lester Murray Antman dba SimplyRich | 0.17% | Reduce -0.9% | 65,763 | $658K |
| Ascent Group, LLC | 0.02% | Reduce -1.6% | 64,438 | $645K |
| Argent Trust Co | 0.02% | Add +16.1% | 64,280 | $643K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 64,274 | $643K |
| Alliancebernstein L.P. | 0.00% | Add +11.2% | 63,558 | $643K |
| Flow Traders U.S. LLC | 0.02% | Add +184.8% | 63,447 | $635K |
| Transcend Capital Advisors, LLC | 0.05% | Add +51.0% | 62,904 | $630K |
| Vise Technologies, Inc. | 0.01% | No change | 61,998 | $627K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +14.1% | 62,119 | $622K |
| SmartHarvest Portfolios, LLC | 0.26% | Add +10.7% | 61,774 | $618K |
| Lido Advisors, LLC | 0.00% | Add +22.5% | 59,908 | $600K |
| &partners | 0.00% | Reduce -3.9% | 59,679 | $597K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -6.0% | 59,108 | $592K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +64.3% | 57,526 | $576K |
| Kahn Brothers Group Inc. | 0.10% | Reduce -13.6% | 56,431 | $565K |
| Trust Point Inc. | 0.05% | Add +41.6% | 56,085 | $561K |
| Waverly Advisors, LLC | 0.00% | Reduce -9.6% | 55,485 | $555K |
| Naviter Wealth, LLC | 0.07% | Add +15.6% | 54,856 | $549K |
| Tempus Wealth Planning, LLC | 0.13% | Add +2.3% | 54,779 | $548K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.9% | 54,545 | $546K |
| CIBC Asset Management Inc | 0.00% | New | 53,465 | $535K |
| Summitry LLC | 0.02% | Add +4.2% | 52,951 | $530K |
| Keystone Financial Planning, Inc. | 0.14% | Reduce -3.4% | 52,505 | $526K |
| AIMZ Investment Advisors, LLC | 0.16% | Reduce -9.5% | 52,128 | $522K |
| Blair William & Co. | 0.00% | Reduce -0.3% | 51,469 | $515K |
| Cambiar Investors LLC | 0.02% | Reduce -23.1% | 51,017 | $511K |
| Profund Advisors LLC | 0.02% | Reduce -13.5% | 50,589 | $506K |
| Compound Planning, Inc. | 0.02% | Add +45.6% | 50,285 | $503K |
| Quadrature Capital Ltd | 0.01% | New | 49,562 | $496K |
| Cardinal Capital Management | 0.06% | Add +1.7% | 49,161 | $492K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +88.5% | 48,499 | $485K |
| Graham Capital Management, L.P. | 0.02% | New | 48,255 | $483K |
| WealthTrust Axiom LLC | 0.12% | Reduce -0.4% | 47,086 | $471K |
| Aaron Wealth Advisors LLC | 0.03% | Add +13.7% | 46,876 | $469K |
| Torrey Growth & Income Advisors | 0.19% | Reduce -9.7% | 45,434 | $456K |
| Yousif Capital Management, LLC | 0.01% | No change | 45,494 | $455K |
| Summit Trail Advisors, LLC | 0.01% | New | 45,058 | $451K |
| Heritage Family Offices, LLP | 0.19% | Reduce -38.9% | 43,689 | $437K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +13.6% | 43,714 | $435K |
| Ballentine Partners, LLC | 0.01% | Add +18.4% | 43,277 | $433K |
| Central Pacific Bank - Trust Division | 0.06% | Reduce -2.0% | 42,940 | $430K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -24.9% | 42,584 | $426K |
| Fortress Private Ledger, LLC | 0.13% | Add +20.3% | 41,583 | $416K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -24.8% | 41,252 | $413K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.5% | 40,820 | $408K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +2.5% | 40,396 | $404K |
| First Affirmative Financial Network | 0.16% | — | 40,028 | $401K |
| Rehmann Capital Advisory Group | 0.02% | Add +28.3% | 39,991 | $400K |
| NorthRock Partners, LLC | 0.01% | New | 39,744 | $398K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +7.0% | 39,362 | $394K |
| King Luther Capital Management Corp. | 0.00% | Reduce -26.3% | 39,266 | $393K |
| Aspen Grove Capital, LLC | 0.07% | Add +6.4% | 38,423 | $385K |
| EntryPoint Capital, LLC | 0.11% | New | 37,899 | $379K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.2% | 37,722 | $378K |
| Auxier Asset Management LLC | 0.05% | Reduce -0.5% | 36,876 | $369K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.8% | 36,478 | $365K |
| Sanders Morris Harris LLC | 0.06% | New | 36,000 | $360K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -20.1% | 34,900 | $349K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -1.3% | 34,883 | $349K |
| Smartleaf Asset Management LLC | 0.01% | Add +2.6% | 33,747 | $337K |
| Insigneo Advisory Services, LLC | 0.02% | Add +4.0% | 33,681 | $337K |
| Martin Investment Management, LLC | 0.10% | Reduce -21.7% | 33,170 | $332K |
| Versant Capital Management, Inc | 0.03% | Add +29.7% | 33,068 | $331K |
| Blueshift Asset Management, LLC | 0.10% | New | 32,950 | $330K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -48.5% | 32,806 | $328K |
| Diversified Trust Co. | 0.01% | Reduce -2.2% | 32,124 | $322K |
| Resonant Capital Advisors, LLC | 0.02% | Add +20.5% | 31,874 | $319K |
| Advisory Services Network, LLC | 0.00% | Add +1.6% | 31,406 | $314K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +39.9% | 31,187 | $312K |
| Marks Group Wealth Management, Inc | 0.03% | Reduce -1.1% | 30,787 | $308K |
| Simplicity Wealth,LLC | 0.02% | Reduce -30.8% | 30,523 | $306K |
| Independent Advisor Alliance | 0.00% | Reduce -15.3% | 30,373 | $304K |
| Parallel Advisors, LLC | 0.01% | Add +20.4% | 30,272 | $303K |
| Bleakley Financial Group, LLC | 0.00% | Add +11.0% | 29,924 | $300K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -17.9% | 29,728 | $298K |
| GAMMA Investing LLC | 0.01% | Add +38.2% | 29,472 | $295K |
| Defined Wealth Management, LLC | 0.17% | Add +0.1% | 29,271 | $293K |
| Farther Finance Advisors, LLC | 0.00% | Add +27.9% | 29,305 | $292K |
| Lafayette Investments, Inc. | 0.06% | Reduce -1.0% | 28,804 | $288K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +38.7% | 28,640 | $287K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.04% | New | 28,464 | $285K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -2.1% | 28,109 | $281K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +26.5% | 27,895 | $279K |
| Baird Financial Group, Inc. | 0.00% | Add +1.2% | 27,708 | $277K |
| Bridgefront Capital, LLC | 0.07% | New | 27,480 | $275K |
| Patrick M Sweeney & Associates, Inc. | 0.17% | No change | 26,868 | $269K |
| Seed Wealth Management, Inc. | 0.18% | No change | 26,580 | $266K |
| Bessemer Group Inc. | 0.00% | Add +11.6% | 25,986 | $260K |
| MN Wealth Advisors, LLC | 0.13% | No change | 25,934 | $260K |
| Equitable Holdings, Inc. | 0.00% | Add +0.7% | 25,130 | $254K |
| Haverford Trust Co | 0.00% | No change | 24,454 | $245K |
| May Hill Capital, LLC | 0.06% | Add +77.3% | 24,375 | $244K |
| Arlington Partners LLC | 0.48% | New | 24,246 | $243K |
| Ingalls & Snyder LLC | 0.01% | Reduce -1.2% | 24,189 | $242K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.1% | 23,693 | $237K |
| First Horizon Corp. | 0.01% | Reduce -23.3% | 23,450 | $235K |
| Barclays PLC | 0.00% | Reduce -96.0% | 23,363 | $234K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.0% | 23,277 | $233K |
| Headlands Technologies LLC | 0.03% | New | 23,242 | $233K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.1% | 22,560 | $226K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.6% | 22,522 | $225K |
| Fielder Capital Group LLC | 0.05% | Reduce -1.6% | 22,510 | $225K |
| Highland Capital Management, LLC | 0.01% | Reduce -0.2% | 22,395 | $224K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -9.9% | 22,298 | $223K |
| Cwm, LLC | 0.00% | Add +1.9% | 22,289 | $223K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -15.4% | 22,220 | $222K |
| Lighthouse Financial Services Inc. | 0.05% | No change | 22,355 | $217K |
| Apollon Wealth Management, LLC | 0.00% | Add +23.9% | 21,271 | $213K |
| Bailard, Inc. | 0.00% | Reduce -1.3% | 20,979 | $210K |
| Keystone Financial Group | 0.01% | No change | 20,581 | $206K |
| Rexford Capital Inc. | 0.15% | No change | 20,524 | $205K |
| Wallace Capital Management Inc. | 0.02% | Reduce -17.7% | 20,211 | $202K |
| South Shore Capital Advisors | 0.15% | New | 20,141 | $202K |
| Larry Mathis Financial Planning, LLC | 0.18% | Reduce -0.1% | 19,784 | $198K |
| MAI Capital Management | 0.00% | Add +7.5% | 19,682 | $197K |
| Commerce Bank | 0.00% | Add +68.6% | 19,679 | $197K |
| Greenwich Wealth Management LLC | 0.01% | No change | 19,546 | $196K |
| State Street Corp. | 0.00% | No change | 19,564 | $196K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -2.1% | 19,427 | $194K |
| Old National Bancorp | 0.00% | Reduce -3.0% | 19,419 | $194K |
| Ascentis Independent Advisors | 0.01% | Add +4.0% | 19,339 | $194K |
| New Republic Capital, LLC | 0.06% | Reduce -43.4% | 18,954 | $190K |
| Brighton Jones LLC | 0.00% | New | 18,794 | $188K |
| D.A. Davidson & Co. | 0.00% | Add +1.6% | 18,600 | $186K |
| PFG Investments, LLC | 0.01% | Reduce -8.0% | 18,474 | $185K |
| Ewa, LLC | 0.04% | Reduce -5.2% | 18,167 | $182K |
| Invesco Ltd. | 0.00% | Reduce -16.3% | 17,883 | $179K |
| Snowden Capital Advisors LLC | 0.00% | Reduce -11.4% | 17,493 | $175K |
| Riverbridge Partners LLC | 0.00% | No change | 17,477 | $175K |
| Venturi Wealth Management, LLC | 0.01% | Add +32.5% | 17,285 | $173K |
| AE Wealth Management LLC | 0.00% | Reduce -6.0% | 17,213 | $172K |
| Beacon Financial Strategies CORP | 0.10% | No change | 19,888 | $171K |
| Yoffe Investment Management, LLC | 0.22% | No change | 17,073 | $171K |
| Choate Investment Advisors | 0.00% | Add +0.1% | 17,016 | $170K |
| Evolve Private Wealth, LLC | 0.01% | Add +6.4% | 16,850 | $169K |
| PDS Planning, Inc | 0.01% | No change | 16,654 | $167K |
| Quotient Wealth Partners, LLC | 0.00% | Add +7.9% | 16,407 | $164K |
| Seeds Investor LLC | 0.02% | Reduce -19.3% | 16,909 | $164K |
| Sage Rhino Capital LLC | 0.03% | Add +4.8% | 16,364 | $164K |
| GTS Securities LLC | 0.01% | New | 16,176 | $162K |
| Drucker Wealth 3.0, LLC | 0.03% | Add +4.3% | 16,162 | $162K |
| IHT Wealth Management, LLC | 0.00% | Reduce -0.6% | 16,107 | $161K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.6% | 16,068 | $161K |
| Personal Cfo Solutions, LLC | 0.02% | Add +11.5% | 15,673 | $157K |
| Dimension Capital Management LLC | 0.02% | No change | 15,533 | $155K |
| Keebeck Wealth Management | 0.02% | New | 15,349 | $154K |
| Brown Brothers Harriman & Co. | 0.00% | Add +90.7% | 15,232 | $152K |
| Diversify Wealth Management, LLC | 0.00% | New | 16,091 | $150K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +14.3% | 14,922 | $149K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 14,885 | $149K |
| Frec Markets, Inc. | 0.03% | Add +23.5% | 14,803 | $148K |
| TD Waterhouse Canada Inc. | 0.00% | Add +160.2% | 14,816 | $148K |
| Pitcairn Wealth Advisors LLC | 0.01% | New | 14,339 | $145K |
| First National Bank of Omaha | 0.00% | Reduce -19.4% | 14,327 | $143K |
| Allworth Financial LP | 0.00% | Add +13.4% | 14,583 | $143K |
| Hilltop National Bank | 0.03% | Add +5.9% | 13,901 | $139K |
| Checchi Capital Advisers, LLC | 0.01% | Reduce -4.5% | 13,875 | $139K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -14.3% | 13,659 | $137K |
| Allen Capital Group, LLC | 0.01% | Add +14.5% | 13,628 | $136K |
| Tanager Wealth Management LLP | 0.01% | New | 13,603 | $136K |
| Moody National Bank Trust Division | 0.01% | New | 13,464 | $135K |
| Gibbs Wealth Management | 0.02% | New | 13,373 | $134K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 13,344 | $134K |
| West Family Investments, Inc. | 0.05% | Reduce -1.6% | 13,260 | $133K |
| UMB Bank, n.a. | 0.00% | Add +4.0% | 13,247 | $133K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 13,073 | $131K |
| Gabelli Funds LLC | 0.00% | No change | 13,000 | $130K |
| Composition Wealth, LLC | 0.00% | Add +15.2% | 12,982 | $130K |
| Savvy Advisors, Inc. | 0.00% | New | 12,960 | $130K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -4.4% | 12,900 | $129K |
| Aprio Wealth Management, LLC | 0.01% | New | 12,851 | $129K |
| Moors & Cabot, Inc. | 0.01% | Reduce -21.9% | 12,759 | $128K |
| Walleye Capital LLC | 0.00% | New | 12,582 | $126K |
| Holistic Financial Partners | 0.05% | Add +12.3% | 12,562 | $126K |
| R Squared Ltd | 0.07% | Reduce -68.5% | 12,473 | $125K |
| Hancock Whitney Corp. | 0.00% | Add +8.9% | 13,405 | $125K |
| Ballew Advisors, Inc | 0.07% | No change | 12,411 | $124K |
| PharVision Advisers, LLC | 1.25% | New | 12,303 | $123K |
| Larson Financial Group LLC | 0.00% | Add +8.2% | 12,224 | $122K |
| Cromwell Holdings LLC | 0.07% | No change | 12,060 | $121K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -0.8% | 12,004 | $120K |
| Lazard Asset Management LLC | 0.00% | No change | 12,000 | $120K |
| Abel Hall, LLC | 0.03% | New | 11,938 | $119K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -2.1% | 11,914 | $119K |
| PCM Encore, LLC | 0.02% | Add +10.8% | 11,913 | $119K |
| Greenspring Advisors, LLC | 0.01% | New | 11,748 | $118K |
| AlphaCore Capital LLC | 0.00% | Reduce -66.9% | 11,656 | $117K |
| Nicholas Hoffman & Company, LLC. | 0.00% | Reduce -0.3% | 11,621 | $116K |
| Marotta Asset Management | 0.02% | Reduce -0.1% | 11,630 | $116K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,534 | $115K |
| Perigon Wealth Management, LLC | 0.00% | Add +8.1% | 11,514 | $115K |
| Tepp RIA, LLC | 0.09% | New | 11,490 | $115K |
| Leo Wealth, LLC | 0.01% | Add +2.7% | 11,292 | $113K |
| Stratos Investment Management, LLC | 0.00% | Reduce -8.6% | 11,261 | $113K |
| Prospect Financial Group LLC | 0.10% | Reduce -12.2% | 11,117 | $111K |
| Summit Financial, LLC | 0.00% | Add +9.8% | 11,009 | $110K |
| Aureus Asset Management, LLC | 0.01% | No change | 11,001 | $110K |
| HUB Investment Partners, LLC | 0.00% | New | 10,933 | $109K |
| Atala Financial Inc | 0.07% | No change | 10,871 | $109K |
| Fiduciary Alliance LLC | 0.01% | Reduce -5.1% | 11,076 | $107K |
| Park Place Capital Corp | 0.02% | No change | 10,562 | $106K |
| Scientech Research LLC | 0.09% | New | 10,412 | $104K |
| McAdam, LLC | 0.00% | Reduce -24.4% | 10,349 | $104K |
| NWF Advisory Services Inc. | 0.01% | New | 10,190 | $102K |
| Modern Wealth Management, LLC | 0.00% | New | 10,197 | $102K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.6% | 10,131 | $101K |
| Gryphon Financial Partners LLC | 0.01% | New | 10,092 | $101K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.8% | 10,077 | $101K |
| Endowment Wealth Management, Inc. | 0.04% | Reduce -1.4% | 10,062 | $101K |
| VestGen Advisors, LLC | 0.00% | New | 10,748 | $98K |
| Golden State Wealth Management, LLC | 0.01% | Add +33.3% | 9,648 | $97K |
| Bollard Group LLC | 0.00% | Reduce -60.4% | 9,209 | $92K |
| Salem Investment Counselors Inc. | 0.00% | New | 9,114 | $91K |
| McMillan Office, Inc. | 0.01% | No change | 9,055 | $91K |
| Simplex Trading, LLC | 0.00% | Add +14.4% | 8,922 | $89K |
| Private Trust Co. NA | 0.01% | Reduce -0.2% | 8,643 | $87K |
| Aviso Financial Inc. | 0.00% | Add +428.4% | 8,470 | $85K |
| CENTRAL TRUST Co | 0.00% | Add +7.7% | 7,896 | $79K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +1.3% | 7,567 | $76K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 7,427 | $74K |
| Tsfg, LLC | 0.01% | No change | 6,865 | $69K |
| Align Financial, LLC | 0.04% | Reduce -90.1% | 6,830 | $68K |
| Assetmark, Inc. | 0.00% | Add +8.9% | 6,492 | $65K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -15.1% | 6,182 | $62K |
| Cary Street Partners Financial LLC | 0.00% | Add +8.2% | 6,162 | $62K |
| National Bank of Canada | 0.00% | Reduce -66.2% | 6,031 | $60K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -2.1% | 5,971 | $60K |
| Harbour Investments, Inc. | 0.00% | Add +587.6% | 5,879 | $59K |
| Mather Group, Llc. | 0.00% | New | 5,658 | $57K |
| Huntington National Bank | 0.00% | Add +387.6% | 5,632 | $56K |
| Parkside Financial Bank & Trust | 0.00% | Add +81.9% | 5,178 | $52K |
| IFP Advisors, Inc | 0.00% | Add +24.9% | 4,745 | $47K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -15.6% | 4,633 | $46K |
| Ancora Advisors LLC | 0.00% | Reduce -11.0% | 4,555 | $46K |
| FIL Ltd | 0.00% | Reduce -2.1% | 4,541 | $45K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 4,155 | $42K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 4,151 | $42K |
| Spire Wealth Management | 0.00% | Reduce -3.3% | 4,014 | $40K |
| Hollencrest Capital Management | 0.00% | No change | 3,966 | $40K |
| GW&K Investment Management, LLC | 0.00% | Add +10.5% | 3,869 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -40.5% | 3,724 | $37K |
| Addison Advisors LLC | 0.01% | Reduce -1.1% | 3,618 | $36K |
| Barrett & Company, Inc. | 0.01% | No change | 3,500 | $35K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 3,456 | $35K |
| Opal Wealth Advisors, LLC | 0.01% | New | 3,431 | $34K |
| Rothschild Investment LLC | 0.00% | Add +7.6% | 3,407 | $34K |
| Trust Co. of Toledo NA | 0.00% | Reduce -10.5% | 3,200 | $32K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 3,119 | $31K |
| Citizens National Bank Trust Department | 0.01% | Reduce -8.0% | 3,014 | $30K |
| Grove Bank & Trust | 0.00% | No change | 3,009 | $30K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +402.0% | 3,002 | $30K |
| EFG International AG | 0.00% | Add +28.2% | 2,954 | $30K |
| Arax Advisory Partners | 0.00% | Reduce -66.3% | 2,927 | $29K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +166.1% | 2,815 | $28K |
| Sound Income Strategies, LLC | 0.00% | Add +33.6% | 2,733 | $27K |
| City State Bank | 0.01% | Reduce -10.0% | 2,483 | $25K |
| Vision Retirement, LLC | 0.01% | No change | 2,418 | $24K |
| HM Payson & Co. | 0.00% | Add +33.1% | 2,410 | $24K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 2,381 | $24K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | Reduce -11.0% | 2,425 | $24K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -6.5% | 2,395 | $24K |
| Eastern Bank | 0.00% | Reduce -21.2% | 2,235 | $22K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 2,069 | $21K |
| Graney & King, LLC | 0.01% | No change | 2,003 | $20K |
| Montag A & Associates Inc. | 0.00% | No change | 2,000 | $20K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 1,997 | $20K |
| Colonial Trust Co / SC | 0.00% | Add +6.2% | 1,944 | $19K |
| Operose Advisors LLC | 0.00% | New | 1,845 | $18K |
| LRI Investments, LLC | 0.00% | Add +64.2% | 1,816 | $18K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.3% | 1,786 | $18K |
| West Branch Capital LLC | 0.00% | No change | 1,714 | $17K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,712 | $17K |
| Smithfield Trust Co | 0.00% | No change | 1,727 | $17K |
| Root Financial Partners, LLC | 0.00% | Reduce -16.9% | 1,663 | $17K |
| Philadelphia Investment Partners, LLC | 0.01% | — | 1,662 | $17K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 1,647 | $16K |
| North Star Investment Management Corp. | 0.00% | Add +2.9% | 1,508 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,408 | $14K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | New | 1,402 | $14K |
| Costello Asset Management, INC | 0.00% | No change | 1,400 | $14K |
| Union Savings Bank | 0.01% | No change | 1,333 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -3.5% | 1,453 | $13K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +54.4% | 1,322 | $13K |
| First Command Advisory Services, Inc. | 0.00% | Add +101.4% | 1,303 | $13K |
| Coston, McIsaac & Partners | 0.00% | No change | 1,372 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1,285 | $13K |
| Bare Financial Services, Inc | 0.00% | Add +561.2% | 1,243 | $12K |
| Deutsche Bank AG | 0.00% | Add +46.0% | 1,241 | $12K |
| Independence Bank of Kentucky | 0.00% | Reduce -11.8% | 1,230 | $12K |
| Ares Financial Consulting, LLC | 0.01% | New | 1,213 | $12K |
| Signature Equity Partners, LLC | 0.01% | Add +204.6% | 1,200 | $12K |
| Roble, Belko & Company, Inc | 0.00% | No change | 1,177 | $12K |
| Nisa Investment Advisors, LLC | 0.00% | Add +10.2% | 1,102 | $11K |
| Rossby Financial, LCC | 0.00% | Add +300.0% | 1,104 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 1,095 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -34.5% | 1,097 | $10K |
| SHP Wealth Management | 0.00% | Reduce -14.0% | 1,011 | $10K |
| Dunhill Financial, LLC | 0.00% | No change | 1,007 | $10K |
| Clean Yield Group | 0.00% | No change | 1,000 | $10K |
| Key Financial Inc | 0.00% | Reduce -6.0% | 1,000 | $10K |
| Valley National Advisers Inc. | 0.00% | Add +2.0% | 1,017 | $10K |
| Hanson & Doremus Investment Management | 0.00% | No change | 1,040 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 989 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 987 | $10K |
| PlanVest Financial, Inc | 0.01% | — | 980 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -3.1% | 978 | $10K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 971 | $10K |
| Zions Bancorporation, National Association | 0.00% | No change | 970 | $10K |
| Princeton Global Asset Management LLC | 0.00% | No change | 950 | $10K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 950 | $9K |
| MV Capital Management, Inc. | 0.00% | Add +9.2% | 927 | $9K |
| Fairman Group, LLC | 0.01% | No change | 927 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 916 | $9K |
| CNB Bank | 0.00% | No change | 910 | $9K |
| Napier Financial, LLC | 0.00% | New | 910 | $9K |
| Group One Trading LLC | 0.00% | Add +125.0% | 900 | $9K |
| CX Institutional | 0.00% | No change | 915 | $9K |
| Archer Investment Corp | 0.00% | No change | 890 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 882 | $9K |
| Financial Consulate, Inc. | 0.00% | Add +9.5% | 864 | $9K |
| Arlington Trust Co LLC | 0.00% | Add +105.0% | 820 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 818 | $8K |
| VSM Wealth Advisory, LLC | 0.00% | New | 800 | $8K |
| Sittner & Nelson, LLC | 0.00% | No change | 781 | $8K |
| Toth Financial Advisory Corp. | 0.00% | No change | 773 | $8K |
| Vanguard National Trust Co | 0.00% | — | 738 | $7K |
| DT Investment Partners, LLC | 0.00% | No change | 730 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -32.1% | 705 | $7K |
| Financial Connections Group, Inc. | 0.00% | No change | 741 | $7K |
| Piscataqua Savings Bank | 0.00% | No change | 682 | $7K |
| Stone House Investment Management, LLC | 0.00% | Add +95.6% | 663 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +102.5% | 660 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +7.6% | 638 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 636 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 628 | $6K |
| MidFirst Bank | 0.00% | Reduce -94.6% | 597 | $6K |
| Millstone Evans Group, LLC | 0.00% | No change | 592 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +4.6% | 587 | $6K |
| True Wealth Design, LLC | 0.00% | Reduce -17.8% | 584 | $6K |
| Whipplewood Advisors, LLC | 0.00% | New | 576 | $6K |
| St Germain D J Co. Inc. | 0.00% | No change | 551 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -42.1% | 962 | $5K |
| Destiny Wealth Partners, LLC | 0.00% | New | 521 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 519 | $5K |
| Southern Michigan Bank & Trust | 0.00% | — | 500 | $5K |
| MCF Advisors LLC | 0.00% | No change | 480 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 458 | $5K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.9% | 445 | $4K |
| Community Financial Services Group, LLC | 0.00% | New | 443 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | Add +17.6% | 441 | $4K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 414 | $4K |
| Motco | 0.00% | No change | 408 | $4K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 404 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 400 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | Add +133.9% | 393 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 393 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 375 | $4K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 377 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 375 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 368 | $4K |
| Birchwood Financial Partners, Inc. | 0.00% | No change | 355 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 348 | $3K |
| HighMark Wealth Management LLC | 0.00% | Add +16.1% | 346 | $3K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 330 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Add +17.9% | 322 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 317 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Add +46.3% | 313 | $3K |
| Trust Co | 0.00% | No change | 308 | $3K |
| WealthCollab, LLC | 0.00% | No change | 300 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 300 | $3K |
| Country Trust Bank | 0.00% | No change | 300 | $3K |
| CGC Financial Services, LLC | 0.00% | Add +0.3% | 293 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 291 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 286 | $3K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -4.0% | 284 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -12.2% | 282 | $3K |
| Bullock Wealth Management Group | 0.00% | No change | 283 | $3K |
| Accordant Advisory Group Inc | 0.00% | New | 280 | $3K |
| Burk Holdings LLC | 0.00% | New | 275 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -80.2% | 265 | $3K |
| Abound Wealth Management | 0.00% | Add +907.7% | 262 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 257 | $3K |
| Asset Dedication, LLC | 0.00% | Reduce -28.1% | 256 | $3K |
| Scarborough Advisors, LLC | 0.00% | New | 251 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -94.3% | 237 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 230 | $2K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 229 | $2K |
| CVA Family Office, LLC | 0.00% | Add +80.0% | 225 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 224 | $2K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 250 | $2K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 211 | $2K |
| YANKCOM Partnership | 0.00% | No change | 210 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 207 | $2K |
| First Pacific Financial | 0.00% | New | 204 | $2K |
| Mosley Wealth Management | 0.00% | New | 226 | $2K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 200 | $2K |
| Navigoe, LLC | 0.00% | Reduce -84.1% | 233 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 249 | $2K |
| Chesapeake Asset Management LLC | 0.00% | No change | 190 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 177 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 175 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 172 | $2K |
| Bank & Trust Co | 0.00% | No change | 163 | $2K |
| Pacific Center for Financial Services | 0.00% | No change | 144 | $1K |
| TD Capital Management LLC | 0.00% | No change | 140 | $1K |
| Corsicana & Co. | 0.00% | No change | 125 | $1K |
| NFSG Corp | 0.00% | Reduce -31.9% | 126 | $1K |
| Heritage Wealth Advisors | 0.00% | No change | 123 | $1K |
| MBM Wealth Consultants, LLC | 0.00% | New | 122 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 115 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -78.3% | 111 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 110 | $1K |
| Walsh & Associates, LLC | 0.00% | No change | 100 | $1K |
| Peoples Financial Services Corp. | 0.00% | No change | 100 | $1K |
| Pflug Koory, LLC | 0.00% | No change | 100 | $1K |
| Aspect Partners, LLC | 0.00% | No change | 100 | $1K |
| Towne Trust Company, N.A | 0.00% | No change | 100 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 100 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 100 | $1K |
| Oakworth Capital, Inc. | 0.00% | No change | 100 | $1K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 150 | $1K |
| Avion Wealth | 0.00% | No change | 100 | $1K |
| Meramec Financial Planners, LLC | 0.00% | No change | 100 | $968 |
| Kilter Group LLC | 0.00% | Reduce -25.0% | 93 | $931 |
| Highline Wealth Partners LLC | 0.00% | No change | 92 | $921 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 80 | $801 |
| Manchester Capital Management LLC | 0.00% | No change | 79 | $791 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 78 | $781 |
| Kelleher Financial Advisors | 0.00% | No change | 74 | $741 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 73 | $731 |
| Centennial Bank | 0.00% | No change | 71 | $711 |
| WPG Advisers, LLC | 0.00% | No change | 70 | $701 |
| First United Bank & Trust | 0.00% | New | 70 | $701 |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 60 | $601 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 59 | $591 |
| American Capital Advisory, LLC | 0.00% | No change | 56 | $561 |
| Pittenger & Anderson Inc. | 0.00% | No change | 53 | $529 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 50 | $506 |
| Hoey Investments, Inc. | 0.00% | No change | 46 | $461 |
| Holos Integrated Wealth LLC | 0.00% | No change | 40 | $395 |
| ROSS\JOHNSON & Associates LLC | 0.01% | No change | 30 | $300 |
| Anfield Capital Management, LLC | 0.00% | No change | 20 | $200 |
| Triumph Capital Management | 0.00% | New | 18 | $180 |
| POM Investment Strategies, LLC | 0.00% | Reduce -33.3% | 10 | $100 |
| Bayban | 0.00% | No change | 8 | $80 |
| Darwin Wealth Management, LLC | 0.00% | New | 5 | $58 |
| Ameritas Investment Partners, Inc. | 0.00% | New | 1 | $10 |
| Morse Asset Management, Inc | 0.00% | No change | 1 | $10 |
| Essential Partners LLC | 0.00% | No change | 1 | $10 |
"% of holder's portfolio" is HLN's weight in each manager's 13F, not the share of Haleon PLC-ADR the manager owns.