H&R BlockHRB
13F holders, Q3 2024 (September 30)542holders +47
90new positions
48sold out
10famous investors
$63.54avg. 13F price*
At the end of Q3 2024, 542 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, up 47 from Q2 2024. 90 opened new positions and 48 sold out. The largest holders were FMR LLC ($1.2B), BlackRock, Inc. ($1.0B) and Vanguard Group Inc. ($903.5M). 10 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q3 2024)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $144.2M |
| Exits | 48 | $72.1M |
All 13F filers, Q2 2024 → Q3 2024: 9,512,554 shares bought and 11,180,679 shares sold, net −1,668,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 542 holders
| FMR LLC | 0.07% | Reduce -9.5% | 18,932,445 | $1.2B |
| BlackRock, Inc. | 0.02% | — | 16,176,903 | $1.0B |
| Vanguard Group Inc. | 0.02% | Reduce -3.3% | 14,217,331 | $903.5M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +5.5% | 4,936,829 | $313.7M |
| State Street Corp. | 0.01% | Reduce -4.6% | 4,491,366 | $287.1M |
| Fuller & Thaler Asset Management, Inc. | 1.04% | Add +18.1% | 4,178,543 | $265.5M |
| Boston Partners | 0.21% | Reduce -12.7% | 2,840,233 | $180.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.3% | 2,614,941 | $166.2M |
| Wellington Management Group LLP | 0.03% | Reduce -30.6% | 2,335,711 | $148.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -7.2% | 2,305,109 | $146.5M |
| Pacer Advisors, Inc. | 0.32% | Reduce -17.5% | 2,258,297 | $143.5M |
| Morgan Stanley | 0.01% | Add +117.3% | 2,168,595 | $137.8M |
| Northern Trust Corp. | 0.02% | Reduce -2.8% | 2,153,627 | $136.9M |
| AQR Capital Management | 0.19% | Reduce -0.1% | 2,129,878 | $135.1M |
| Lazard Asset Management LLC | 0.17% | Reduce -16.5% | 1,889,445 | $120.1M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +17.3% | 1,818,583 | $115.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.4% | 1,636,818 | $104.0M |
| LSV Asset Management | 0.21% | Reduce -3.2% | 1,525,151 | $96.9M |
| Norges Bank | 0.01% | Reduce -19.8% | 1,340,346 | $85.2M |
| Invesco Ltd. | 0.02% | Add +2.9% | 1,244,273 | $79.1M |
| Royal Bank of Canada | 0.02% | Reduce -7.0% | 1,232,283 | $78.3M |
| Qube Research & Technologies Ltd | 0.13% | Add +140.3% | 1,130,149 | $71.8M |
| NewEdge Wealth, LLC | 1.13% | Add +2.6% | 982,496 | $62.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +14.4% | 972,342 | $61.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -36.5% | 952,811 | $60.6M |
| Bank of America Corp. | 0.00% | Reduce -8.8% | 793,429 | $50.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -6.2% | 786,854 | $50.1M |
| Wedge Capital Management L L P | 0.85% | Add +1630.9% | 777,264 | $49.4M |
| Clark Capital Management Group, Inc. | 0.33% | Add +3.1% | 758,713 | $48.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 754,287 | $47.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +29.0% | 698,101 | $44.4M |
| Truist Financial Corp. | 0.07% | Add +2519.3% | 656,701 | $41.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +541.3% | 587,982 | $37.4M |
| Renaissance Technologies | 0.05% | New | 570,100 | $36.2M |
| California Public Employees Retirement System | 0.03% | Reduce -3.2% | 564,200 | $35.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -28.0% | 514,972 | $32.7M |
| Blue Whale Capital LLP | 2.53% | Reduce -31.1% | 511,482 | $32.5M |
| Victory Capital Management Inc. | 0.03% | Reduce -16.4% | 499,541 | $31.7M |
| Tudor Investment Corporation | 0.33% | New | 476,239 | $30.3M |
| Prevatt Capital Ltd | 9.72% | No change | 460,000 | $29.2M |
| First Trust Advisors LP | 0.03% | Add +70.6% | 429,134 | $27.3M |
| Rhumbline Advisers | 0.02% | Reduce -3.1% | 410,311 | $26.1M |
| Sei Investments Co. | 0.03% | Add +8.7% | 337,654 | $21.5M |
| Voya Investment Management LLC | 0.03% | Reduce -13.4% | 330,760 | $21.0M |
| Retirement Systems of Alabama | 0.08% | Reduce -8.2% | 326,807 | $20.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -30.4% | 323,552 | $20.6M |
| Moran Wealth Management, LLC | 0.61% | Reduce -1.8% | 313,944 | $20.0M |
| Bridgewater Associates | 0.11% | Add +96.4% | 309,664 | $19.7M |
| Millennium Management | 0.02% | Add +227.1% | 290,515 | $18.5M |
| Swedbank AB | 0.02% | Add +32.1% | 285,382 | $18.1M |
| Legal & General Group Plc | 0.00% | Reduce -0.1% | 285,166 | $18.1M |
| Storebrand Asset Management As | 0.06% | Reduce -14.0% | 281,104 | $17.9M |
| Swiss National Bank | 0.01% | Reduce -0.8% | 272,300 | $17.3M |
| Alps Advisors Inc. | 0.11% | Add +26.8% | 256,740 | $16.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.07% | Reduce -0.1% | 255,400 | $16.2M |
| Franklin Resources Inc. | 0.00% | Add +29.7% | 250,280 | $15.2M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -5.6% | 230,012 | $14.6M |
| Citadel Advisors | 0.02% | Reduce -71.5% | 229,899 | $14.6M |
| American Century Companies Inc. | 0.01% | Reduce -18.1% | 226,217 | $14.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 224,817 | $14.3M |
| Cambria Investment Management, L.P. | 0.85% | Reduce -1.6% | 223,331 | $14.2M |
| D. E. Shaw & Co. | 0.02% | Reduce -52.9% | 217,792 | $13.8M |
| Schroder Investment Management Group | 0.01% | Reduce -28.7% | 205,344 | $13.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.0% | 197,966 | $12.6M |
| Financial Counselors Inc. | 0.18% | Reduce -1.6% | 188,741 | $12.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.3% | 187,273 | $11.9M |
| Engineers Gate Manager LP | 0.23% | Add +264.3% | 186,902 | $11.9M |
| Sound Income Strategies, LLC | 0.75% | Reduce -12.2% | 182,832 | $11.6M |
| GMO | 0.04% | Add +11.5% | 178,273 | $11.3M |
| UBS Group AG | 0.00% | Reduce -34.2% | 173,191 | $11.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.7% | 172,541 | $11.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -8.5% | 168,323 | $10.7M |
| Corebridge Financial, Inc. | 0.06% | Reduce -6.5% | 165,388 | $10.5M |
| Royce & Associates LP | 0.10% | Reduce -5.7% | 164,556 | $10.5M |
| Raymond James & Associates | 0.01% | Add +0.6% | 163,525 | $10.4M |
| Corient Private Wealth LP | 0.02% | Reduce -34.4% | 162,039 | $10.3M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +4.1% | 154,795 | $9.7M |
| California State Teachers Retirement System | 0.01% | Reduce -3.1% | 132,709 | $8.4M |
| Cerity Partners LLC | 0.02% | Add +47.9% | 132,663 | $8.4M |
| Empowered Funds, LLC | 0.13% | Add +1013.7% | 129,891 | $8.3M |
| Teacher Retirement System of Texas | 0.04% | Reduce -28.0% | 125,998 | $8.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +329.6% | 119,394 | $7.6M |
| Rodgers Brothers Inc. | 0.92% | Reduce -3.1% | 113,650 | $7.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.6% | 112,810 | $7.2M |
| Nordea Investment Management AB | 0.01% | Reduce -3.9% | 111,915 | $7.1M |
| Comerica Bank | 0.03% | Add +62.9% | 108,740 | $6.9M |
| Tectonic Advisors LLC | 0.45% | Add +6.7% | 107,718 | $6.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +7.2% | 107,661 | $6.8M |
| Treasurer of the State of North Carolina | 0.03% | Add +13.5% | 107,215 | $6.8M |
| Wells Fargo & Company | 0.00% | Reduce -6.7% | 104,287 | $6.6M |
| WINTON GROUP Ltd | 0.46% | New | 104,271 | $6.6M |
| Allianz Asset Management GmbH | 0.01% | Add +12.7% | 104,082 | $6.6M |
| Crossmark Global Holdings, Inc. | 0.12% | Reduce -10.9% | 103,795 | $6.6M |
| Crawford Investment Counsel Inc. | 0.11% | Reduce -1.1% | 99,676 | $6.3M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -43.3% | 97,308 | $6.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.4% | 96,158 | $6.1M |
| Point72 Hong Kong Ltd | 0.44% | New | 95,425 | $6.1M |
| Segall Bryant & Hamill, LLC | 0.08% | New | 95,126 | $6.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -17.9% | 94,279 | $6.0M |
| Barclays PLC | 0.00% | Add +8.4% | 93,300 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +45.4% | 89,996 | $5.7M |
| PEAK6 Investments LLC | 0.28% | New | 88,097 | $5.6M |
| HRT Financial LP | 0.03% | Reduce -31.2% | 87,670 | $5.6M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +114.6% | 87,532 | $5.6M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +11.3% | 91,649 | $5.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +11.8% | 86,421 | $5.5M |
| Creative Planning | 0.01% | Add +86.6% | 86,175 | $5.5M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -43.4% | 83,327 | $5.3M |
| Amundi | 0.00% | Add +39868.8% | 85,933 | $5.3M |
| Caisse de depot et placement du Quebec | 0.01% | New | 82,600 | $5.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +14.6% | 82,237 | $5.2M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -5.7% | 84,343 | $5.1M |
| Hennion & Walsh Asset Management, Inc. | 0.24% | Reduce -4.5% | 80,250 | $5.1M |
| Prudential PLC | 0.03% | Reduce -41.5% | 80,055 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -9.1% | 79,690 | $5.1M |
| Redwood Investment Management, LLC | 0.43% | Reduce -31.0% | 76,350 | $4.9M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -5.6% | 75,445 | $4.8M |
| LPL Financial LLC | 0.00% | Reduce -3.8% | 73,377 | $4.7M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.8% | 73,365 | $4.7M |
| Algert Global LLC | 0.12% | Add +413.1% | 72,110 | $4.6M |
| Amalgamated Bank | 0.04% | Reduce -20.0% | 70,093 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | New | 66,125 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 64,969 | $4.1M |
| Macquarie Group Ltd. | 0.00% | Add +55.2% | 63,712 | $4.0M |
| Informed Momentum Co LLC | 0.60% | New | 63,595 | $4.0M |
| Janus Henderson Group PLC | 0.00% | Add +2.0% | 62,859 | $4.0M |
| Mackenzie Financial Corp. | 0.01% | Reduce -62.0% | 61,311 | $3.9M |
| Round Hill Asset Management | 2.54% | Reduce -2.9% | 60,453 | $3.8M |
| Alberta Investment Management Corp | 0.03% | Reduce -29.8% | 59,900 | $3.8M |
| PGGM Investments | 0.05% | Reduce -14.7% | 58,924 | $3.7M |
| Quantinno Capital Management LP | 0.05% | Add +42.7% | 58,709 | $3.7M |
| State of Tennessee, Department of Treasury | 0.01% | Add +11.8% | 57,000 | $3.6M |
| Alaska Permanent Fund Corp | 0.05% | No change | 56,639 | $3.6M |
| Commerce Bank | 0.02% | Add +18.3% | 55,079 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -45.3% | 53,621 | $3.4M |
| Rings Capital Management LLC | 1.76% | No change | 53,000 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -12.0% | 52,743 | $3.4M |
| Monument Capital Management | 0.93% | Add +1.0% | 52,640 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 51,091 | $3.2M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -2.4% | 49,778 | $3.2M |
| Auxier Asset Management LLC | 0.47% | Reduce -0.0% | 49,520 | $3.1M |
| Agf Management Ltd. | 0.02% | Reduce -0.0% | 48,038 | $3.1M |
| Mariner, LLC | 0.01% | Add +14.3% | 47,143 | $3.0M |
| Tealwood Asset Management Inc. | 1.31% | Reduce -1.4% | 46,734 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Add +2.4% | 46,238 | $2.9M |
| Burney Co./ | 0.10% | Reduce -20.3% | 45,717 | $2.9M |
| Kendall Capital Management | 0.89% | Add +7.7% | 45,545 | $2.9M |
| Abacus FCF Advisors LLC | 0.65% | Add +0.0% | 44,051 | $2.8M |
| Deutsche Bank AG | 0.00% | Reduce -66.2% | 43,284 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -16.6% | 43,268 | $2.8M |
| Optimist Retirement Group LLC | 1.24% | Reduce -5.2% | 43,082 | $2.7M |
| Teza Capital Management LLC | 0.30% | New | 42,774 | $2.7M |
| Acadian Asset Management LLC | 0.01% | New | 42,622 | $2.7M |
| Human Investing LLC | 0.48% | Reduce -2.1% | 42,058 | $2.7M |
| Seven Eight Capital, LP | 0.23% | Add +89.2% | 40,698 | $2.6M |
| Arizona State Retirement System | 0.02% | Add +2.9% | 40,174 | $2.6M |
| Capital Fund Management S.A. | 0.03% | New | 40,031 | $2.5M |
| Two Sigma Investments, LP | 0.01% | Add +20.9% | 39,904 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -2.0% | 38,700 | $2.5M |
| M&T Bank Corp | 0.01% | Add +0.7% | 38,292 | $2.4M |
| Campbell & CO Investment Adviser LLC | 0.18% | Reduce -19.4% | 37,842 | $2.4M |
| Cunning Capital Partners, LP | 1.25% | No change | 37,575 | $2.4M |
| Exchange Traded Concepts, LLC | 0.06% | Add +29301.6% | 36,752 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -15.6% | 36,721 | $2.3M |
| Prudential Financial Inc. | 0.00% | Add +22.3% | 36,357 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Add +25.8% | 36,100 | $2.3M |
| Ritholtz Wealth Management | 0.07% | Reduce -9.7% | 34,854 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -14.7% | 34,187 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +15.2% | 33,674 | $2.1M |
| South Dakota Investment Council | 0.04% | Reduce -66.9% | 33,362 | $2.1M |
| Centiva Capital, LP | 0.10% | Add +147.4% | 33,299 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +9.8% | 33,285 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -1.2% | 33,168 | $2.1M |
| Zacks Investment Management | 0.02% | New | 32,904 | $2.1M |
| Pinebridge Investments, L.P. | 0.02% | Add +222.4% | 32,526 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 32,428 | $2.1M |
| Versor Investments LP | 0.32% | Add +102.4% | 31,900 | $2.0M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.0% | 31,353 | $2.0M |
| New Mexico Educational Retirement Board | 0.07% | No change | 31,100 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Reduce -0.6% | 30,970 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.5% | 30,771 | $2.0M |
| Linden Thomas Advisory Services, LLC | 0.27% | Reduce -0.6% | 30,643 | $1.9M |
| Dynamic Technology Lab Private Ltd | 0.20% | New | 30,343 | $1.9M |
| Man Group plc | 0.01% | Add +516.7% | 30,260 | $1.9M |
| Cwm, LLC | 0.01% | Add +79.3% | 29,260 | $1.9M |
| Point72 Asset Management | 0.01% | New | 28,652 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -3.5% | 28,639 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.1% | 28,424 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +153.1% | 27,885 | $1.8M |
| GTS Securities LLC | 0.04% | Add +48.9% | 27,407 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +93.5% | 27,241 | $1.7M |
| Caxton Associates LP | 0.08% | Reduce -31.3% | 27,145 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +45.4% | 26,321 | $1.7M |
| Lecap Asset Management Ltd. | 0.36% | Add +257.7% | 26,443 | $1.7M |
| STRS Ohio | 0.01% | New | 26,363 | $1.7M |
| F/m Investments LLC | 0.05% | Add +19.7% | 26,405 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.0% | 25,893 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +8.9% | 25,802 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +61.6% | 25,641 | $1.6M |
| Bank of Montreal | 0.00% | Add +1.9% | 24,934 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +5.8% | 24,891 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.4% | 24,848 | $1.6M |
| LGT Group Foundation | 0.03% | New | 24,859 | $1.6M |
| Verition Fund Management LLC | 0.01% | Add +170.4% | 24,580 | $1.6M |
| SG Americas Securities, LLC | 0.01% | Reduce -54.8% | 24,549 | $1.6M |
| Susquehanna Portfolio Strategies, LLC | 0.11% | No change | 24,376 | $1.5M |
| Sterling Capital Management LLC | 0.02% | — | 23,112 | $1.5M |
| Quent Capital, LLC | 0.15% | No change | 23,056 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -82.0% | 23,000 | $1.5M |
| QRG Capital Management, Inc. | 0.02% | Add +5.0% | 22,960 | $1.5M |
| Convergence Investment Partners, LLC | 0.38% | Reduce -24.3% | 22,382 | $1.4M |
| Nebula Research & Development LLC | 0.17% | New | 21,956 | $1.4M |
| Argyle Capital Management, LLC | 0.56% | Reduce -19.6% | 21,950 | $1.4M |
| Measured Wealth Private Client Group, LLC | 0.46% | Reduce -8.6% | 21,810 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -15.2% | 21,686 | $1.4M |
| Bayesian Capital Management, LP | 0.16% | Add +316.0% | 21,327 | $1.4M |
| Ceera Investments, LLC | 0.51% | No change | 21,314 | $1.4M |
| Hussman Strategic Advisors, Inc. | 0.33% | No change | 21,000 | $1.3M |
| Chase Investment Counsel Corp. | 0.44% | No change | 21,000 | $1.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.14% | No change | 20,755 | $1.3M |
| Huber Capital Management LLC | 0.26% | Reduce -12.9% | 20,200 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.6% | 19,634 | $1.2M |
| Choreo, LLC | 0.02% | Add +17.3% | 19,635 | $1.2M |
| Asset Management One Co., Ltd. | 0.00% | New | 19,519 | $1.2M |
| Tidal Investments LLC | 0.01% | Add +70.1% | 19,495 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.5% | 19,484 | $1.2M |
| Vestcor Inc | 0.04% | No change | 19,111 | $1.2M |
| Kessler Investment Group, LLC | 0.62% | Add +0.3% | 19,035 | $1.2M |
| Xponance LLC | 0.01% | Add +0.1% | 18,871 | $1.2M |
| Ifrah Financial Services, Inc. | 0.31% | Reduce -1.9% | 18,306 | $1.2M |
| Gsa Capital Partners LLP | 0.09% | New | 18,230 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.6% | 18,189 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.3% | 18,108 | $1.2M |
| Maverick Capital | 0.02% | New | 18,051 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +18.5% | 17,982 | $1.1M |
| NJ State Employees Deferred Compensation Plan | 0.14% | No change | 18,000 | $1.1M |
| Invst, LLC | 0.14% | Reduce -0.6% | 17,913 | $1.1M |
| MSH Capital Advisors LLC | 0.34% | No change | 17,529 | $1.1M |
| Employees Retirement System of Texas | 0.01% | New | 17,406 | $1.1M |
| Carlson Capital Management | 0.05% | No change | 17,400 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +5.2% | 17,267 | $1.1M |
| AXA S.A. | 0.00% | Add +19.6% | 17,097 | $1.1M |
| Axiom Advisory, LLC | 0.01% | Add +1.6% | 18,048 | $1.1M |
| Rockland Trust Co. | 0.05% | Add +1.2% | 16,866 | $1.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -4.2% | 16,591 | $1.1M |
| Ascent Group, LLC | 0.08% | Reduce -10.8% | 15,942 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Reduce -5.4% | 15,917 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +1.9% | 15,857 | $1.0M |
| Hancock Whitney Corp. | 0.03% | New | 15,662 | $995K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.0% | 15,609 | $992K |
| MML Investors Services, LLC | 0.00% | Reduce -7.0% | 15,555 | $989K |
| Legacy Bridge, LLC | 0.52% | No change | 15,277 | $971K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,241 | $969K |
| RBF Capital, LLC | 0.05% | No change | 15,000 | $953K |
| Advisory Research Inc. | 0.17% | Reduce -36.8% | 14,992 | $953K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -17.7% | 14,876 | $945K |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -52.0% | 13,969 | $888K |
| Savant Capital, LLC | 0.01% | Reduce -36.3% | 13,923 | $885K |
| Entropy Technologies, LP | 0.09% | Reduce -27.1% | 13,667 | $869K |
| Farther Finance Advisors, LLC | 0.03% | Add +35.0% | 13,617 | $865K |
| Quantedge Capital Pte Ltd | 0.25% | New | 13,000 | $826K |
| Wolverine Trading, LLC | 0.02% | Reduce -18.1% | 12,911 | $822K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +17.2% | 12,697 | $812K |
| Affinity Wealth Management LLC | 0.14% | New | 12,691 | $807K |
| Intech Investment Management LLC | 0.01% | Reduce -53.0% | 12,588 | $800K |
| CSS LLC | 0.14% | Add +4.2% | 12,448 | $791K |
| AlphaQuest LLC | 0.07% | Add +1628.4% | 12,341 | $784K |
| US Bancorp \de | 0.00% | Reduce -42.4% | 12,125 | $771K |
| Aviso Wealth Management | 0.41% | Reduce -4.0% | 11,917 | $757K |
| Brown Advisory Inc. | 0.00% | No change | 11,757 | $747K |
| Curi Capital, LLC | 0.02% | No change | 11,632 | $739K |
| Point72 (DIFC) Ltd | 0.06% | New | 11,617 | $738K |
| IMC-Chicago, LLC | 0.02% | New | 11,589 | $736K |
| CWA Asset Management Group, LLC | 0.04% | — | 11,507 | $731K |
| New Vernon Capital Holdings II LLC | 0.39% | No change | 11,314 | $719K |
| Captrust Financial Advisors | 0.00% | Add +31.0% | 11,169 | $710K |
| Fifth Third Bancorp | 0.00% | Add +4.3% | 11,007 | $699K |
| Pallas Capital Advisors LLC | 0.03% | Add +67.6% | 11,538 | $692K |
| Group One Trading LLC | 0.03% | Add +27.9% | 10,878 | $691K |
| Townsquare Capital LLC | 0.01% | Add +15.0% | 10,855 | $690K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.5% | 10,854 | $690K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.0% | 10,734 | $682K |
| Inceptionr LLC | 0.16% | New | 10,627 | $675K |
| Jones Financial Companies LLLP | 0.00% | Add +713.5% | 10,600 | $674K |
| Sunbelt Securities, Inc. | 0.06% | Add +0.3% | 10,290 | $654K |
| AE Wealth Management LLC | 0.01% | Reduce -11.3% | 10,245 | $651K |
| First Citizens Bank & Trust Co. | 0.01% | Add +3.4% | 10,160 | $646K |
| Lingohr Asset Management GmbH | 1.56% | No change | 10,122 | $643K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,000 | $639K |
| Fulton Breakefield Broenniman LLC | 0.04% | Reduce -1.0% | 9,920 | $630K |
| Keybank National Association | 0.00% | Reduce -13.0% | 9,593 | $610K |
| IFP Advisors, Inc | 0.02% | Add +157.8% | 9,551 | $607K |
| Capital Advisory Group Advisory Services, LLC | 0.24% | Add +4.1% | 9,477 | $602K |
| Chesley Taft & Associates LLC | 0.03% | No change | 9,400 | $597K |
| Qsemble Capital Management, LP | 0.11% | New | 9,289 | $590K |
| Wedmont Private Capital | 0.03% | Add +6.5% | 9,507 | $587K |
| Ieq Capital, LLC | 0.01% | New | 8,947 | $569K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | New | 8,927 | $567K |
| Trivium Point Advisory, LLC | 0.08% | Add +2.5% | 9,416 | $559K |
| TriaGen Wealth Management LLC | 0.19% | Add +1.1% | 8,737 | $555K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +113.1% | 8,614 | $547K |
| Credit Agricole S A | 0.00% | New | 8,606 | $547K |
| Tradewinds, LLC. | 0.17% | No change | 8,581 | $545K |
| Ethic Inc. | 0.01% | Reduce -17.3% | 11,064 | $543K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,227 | $523K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.6% | 8,195 | $521K |
| FIL Ltd | 0.00% | Add +595.1% | 8,084 | $514K |
| CWC Advisors, LLC. | 0.50% | — | 7,963 | $506K |
| Neuberger Berman Group LLC | 0.00% | Reduce -16.6% | 7,935 | $504K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -31.6% | 7,927 | $504K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +47.3% | 7,902 | $502K |
| Dorsey Wright & Associates | 0.12% | No change | 7,813 | $497K |
| Principal Securities, Inc. | 0.01% | Add +26.0% | 7,766 | $494K |
| Cibc World Market Inc. | 0.00% | Add +6.6% | 7,600 | $483K |
| Utah Retirement Systems | 0.01% | No change | 7,400 | $470K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.8% | 7,385 | $469K |
| SageView Advisory Group, LLC | 0.02% | Reduce -2.9% | 7,353 | $467K |
| True Vision MN LLC | 0.28% | Add +17.2% | 7,306 | $467K |
| Baader Bank Aktiengesellschaft | 0.04% | New | 7,295 | $464K |
| Oppenheimer & Co. Inc. | 0.01% | New | 7,250 | $461K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 7,137 | $454K |
| Focus Partners Wealth | 0.00% | New | 7,067 | $449K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -13.7% | 7,019 | $446K |
| Waldron Private Wealth LLC | 0.02% | Add +0.3% | 6,966 | $443K |
| Cannell & Spears LLC | 0.01% | New | 6,895 | $438K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.4% | 6,650 | $423K |
| Focus Financial Network, Inc. | 0.02% | No change | 6,593 | $421K |
| Shell Asset Management Co. | 0.02% | — | 6,456 | $410K |
| Csenge Advisory Group | 0.02% | Reduce -0.8% | 6,670 | $406K |
| Wbi Investments, LLC | 0.10% | New | 6,344 | $403K |
| nVerses Capital, LLC | 0.18% | New | 6,200 | $394K |
| Hilltop Holdings Inc. | 0.03% | New | 6,177 | $393K |
| ProShare Advisors LLC | 0.00% | Reduce -7.5% | 6,085 | $387K |
| TD Private Client Wealth LLC | 0.01% | Add +38.7% | 6,076 | $386K |
| Jump Financial, LLC | 0.01% | Reduce -14.3% | 6,000 | $381K |
| &partners | 0.01% | New | 5,997 | $381K |
| Caprock Group, LLC | 0.01% | Add +14.5% | 5,902 | $377K |
| Bank of Nova Scotia | 0.00% | Reduce -18.0% | 5,909 | $376K |
| HSBC Holdings PLC | 0.00% | Reduce -76.0% | 5,847 | $372K |
| National Bank of Canada | 0.00% | Reduce -6.5% | 5,843 | $371K |
| Park National Corp. | 0.01% | Reduce -4.7% | 5,775 | $367K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -6.1% | 5,729 | $366K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.3% | 5,669 | $362K |
| Kingsview Wealth Management, LLC | 0.01% | Add +7.8% | 5,667 | $360K |
| Arnhold LLC | 0.03% | No change | 5,600 | $356K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.2% | 5,599 | $356K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +7.2% | 5,599 | $356K |
| IHT Wealth Management, LLC | 0.01% | Add +5.4% | 5,586 | $355K |
| Brown Capital Management LLC | 0.01% | No change | 5,585 | $355K |
| Shelton Capital Management | 0.01% | No change | 5,572 | $354K |
| Affinity Capital Advisors, LLC | 0.07% | Add +9.9% | 5,555 | $353K |
| Lindenwold Advisors, INC | 0.18% | New | 5,523 | $351K |
| Prosperity Consulting Group, LLC | 0.03% | New | 5,491 | $349K |
| Gallacher Capital Management LLC | 0.16% | Reduce -20.6% | 5,389 | $342K |
| Vident Advisory, LLC | 0.01% | Reduce -70.1% | 5,275 | $335K |
| WASHINGTON TRUST Co | 0.01% | No change | 5,100 | $324K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 5,043 | $320K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 5,000 | $318K |
| Bard Financial Services, Inc. | 0.04% | No change | 5,000 | $318K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 5,000 | $318K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.2% | 4,878 | $309K |
| Intrust Bank NA | 0.03% | No change | 4,826 | $307K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 4,800 | $305K |
| Private Advisor Group, LLC | 0.00% | Reduce -24.0% | 4,800 | $305K |
| My Legacy Advisors, LLC | 0.12% | Reduce -16.8% | 4,765 | $303K |
| ClearAlpha Technologies LP | 0.13% | Reduce -23.1% | 4,713 | $300K |
| UMB Bank, n.a. | 0.00% | Add +8.0% | 4,699 | $299K |
| Blue Trust, Inc. | 0.00% | Add +28.6% | 5,482 | $297K |
| Globeflex Capital L P | 0.03% | No change | 4,663 | $296K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.0% | 4,952 | $296K |
| PFG Investments, LLC | 0.02% | Add +0.4% | 4,643 | $295K |
| Fort, L.P. | 0.74% | Add +0.4% | 4,628 | $294K |
| Silver Coast Investments LLC | 0.11% | New | 4,576 | $291K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -4.3% | 4,539 | $288K |
| NDVR, Inc. | 0.29% | Add +4.4% | 4,515 | $287K |
| 1620 Investment Advisors, Inc. | 0.21% | Reduce -46.5% | 4,504 | $286K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.5% | 4,473 | $284K |
| Range Financial Group LLC | 0.39% | Reduce -70.1% | 4,406 | $280K |
| Bleakley Financial Group, LLC | 0.01% | Add +1.7% | 4,392 | $279K |
| Eagle Bay Advisors LLC | 0.10% | Add +1.3% | 4,276 | $273K |
| DGS Capital Management, LLC | 0.07% | Add +7.5% | 4,251 | $270K |
| EP Wealth Advisors, LLC | 0.00% | Add +5.5% | 4,245 | $270K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,180 | $266K |
| Westshore Wealth, LLC | 0.11% | Reduce -3.4% | 4,174 | $265K |
| Banque Cantonale Vaudoise | 0.01% | Add +62.5% | 4,124 | $262K |
| Barnett & Company, Inc. | 0.17% | No change | 4,120 | $262K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 4,110 | $261K |
| Martingale Asset Management L P | 0.01% | Add +0.5% | 4,059 | $258K |
| CIBC Asset Management Inc | 0.00% | Add +3.6% | 4,041 | $257K |
| Thrive Wealth Management, LLC | 0.05% | No change | 4,040 | $257K |
| Profund Advisors LLC | 0.01% | Reduce -0.6% | 4,024 | $256K |
| Belmont Capital, LLC | 0.04% | No change | 4,000 | $254K |
| AlphaStar Capital Management, LLC | 0.02% | New | 3,945 | $251K |
| Strategy Asset Managers LLC | 0.05% | New | 3,864 | $246K |
| Hyperion Capital Advisors LP | 0.11% | New | 3,800 | $241K |
| Next Level Private LLC | 0.10% | Add +0.6% | 3,757 | $239K |
| Gries Financial LLC | 0.04% | Reduce -2.5% | 3,664 | $233K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,634 | $231K |
| Colonial River Investments, LLC | 0.11% | New | 3,592 | $228K |
| Paladin Advisory Group, LLC | 0.17% | No change | 3,584 | $228K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,572 | $227K |
| Prossimo Advisors, LLC | 0.17% | New | 3,550 | $226K |
| KBC Group NV | 0.00% | Reduce -80.8% | 3,560 | $226K |
| Taylor Hoffman Capital Management LLC | 0.09% | — | 3,772 | $225K |
| Venture Visionary Partners LLC | 0.01% | New | 3,500 | $222K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 3,435 | $218K |
| Applied Finance Capital Management, LLC | 0.01% | New | 3,380 | $215K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,571 | $213K |
| Forum Financial Management, LP | 0.00% | New | 3,271 | $208K |
| Rafferty Asset Management, LLC | 0.00% | New | 3,218 | $205K |
| Dark Forest Capital Management LP | 0.03% | New | 3,217 | $204K |
| Pinnacle Associates Ltd. | 0.00% | No change | 4,221 | $204K |
| Paloma Partners Management Co | 0.01% | New | 3,212 | $204K |
| Trustmark Bank Trust Department | 0.02% | New | 3,201 | $203K |
| Kaizen Financial Strategies | 0.12% | New | 3,199 | $203K |
| Lido Advisors, LLC | 0.00% | New | 3,197 | $203K |
| Evergreen Capital Management LLC | 0.01% | New | 3,175 | $203K |
| Marex Group Ltd | 0.00% | New | 3,182 | $202K |
| World Investment Advisors | 0.01% | New | 3,165 | $201K |
| Global Retirement Partners, LLC | 0.01% | Add +26.5% | 3,097 | $197K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -43.5% | 3,093 | $197K |
| CI Investments Inc. | 0.00% | Add +22.8% | 2,929 | $186K |
| Advisors Asset Management, Inc. | 0.00% | Add +176.2% | 2,712 | $172K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,661 | $169K |
| Bessemer Group Inc. | 0.00% | Add +9.7% | 2,458 | $156K |
| Signaturefd, LLC | 0.00% | No change | 2,402 | $153K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.0% | 2,383 | $151K |
| Gladius Capital Management LP | 0.09% | Reduce -72.0% | 2,316 | $147K |
| Center for Financial Planning, Inc. | 0.02% | No change | 2,303 | $146K |
| Private Trust Co. NA | 0.01% | No change | 2,283 | $145K |
| Salem Investment Counselors Inc. | 0.00% | Add +2.3% | 2,250 | $144K |
| EMC Capital Management | 0.09% | Add +56.3% | 8,613 | $136K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,979 | $126K |
| Earned Wealth Advisors, LLC | 0.04% | New | 1,898 | $121K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,660 | $105K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,659 | $105K |
| Allworth Financial LP | 0.00% | Reduce -33.5% | 1,646 | $105K |
| Danske Bank A/S | 0.00% | New | 1,500 | $95K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -17.2% | 1,488 | $95K |
| Parallel Advisors, LLC | 0.00% | Add +59.1% | 1,426 | $91K |
| Walleye Capital LLC | 0.00% | Reduce -72.9% | 1,377 | $88K |
| Huntington National Bank | 0.00% | Add +46.8% | 1,345 | $85K |
| Arax Advisory Partners | 0.01% | Add +29.7% | 1,300 | $83K |
| Assetmark, Inc. | 0.00% | Add +542.1% | 1,297 | $82K |
| Quadrant Capital Group LLC | 0.01% | Add +0.3% | 1,274 | $81K |
| Richardson Financial Services Inc. | 0.05% | No change | 1,476 | $80K |
| Covestor Ltd | 0.05% | Reduce -35.3% | 1,218 | $77K |
| HM Payson & Co. | 0.00% | No change | 1,150 | $73K |
| Sage Rock Capital Management LP | 0.32% | New | 1,100 | $70K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,090 | $69K |
| Continuum Advisory, LLC | 0.01% | Add +1.4% | 1,115 | $66K |
| GeoWealth Management, LLC | 0.00% | New | 862 | $55K |
| Archer Investment Corp | 0.01% | No change | 800 | $51K |
| Valley National Advisers Inc. | 0.01% | No change | 800 | $50K |
| Versant Capital Management, Inc | 0.01% | Add +7.6% | 778 | $49K |
| Friedenthal Financial | 0.03% | New | 773 | $49K |
| Venturi Wealth Management, LLC | 0.00% | Add +12.0% | 745 | $47K |
| True Wealth Design, LLC | 0.02% | Reduce -95.9% | 735 | $47K |
| Nvwm, LLC | 0.01% | No change | 676 | $43K |
| Penserra Capital Management LLC | 0.00% | Add +1.1% | 647 | $41K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 637 | $40K |
| PrairieView Partners, LLC | 0.00% | No change | 608 | $38K |
| Mather Group, Llc. | 0.00% | No change | 575 | $37K |
| Bokf, NA | 0.00% | No change | 583 | $36K |
| Atwood & Palmer Inc. | 0.00% | No change | 570 | $36K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 549 | $35K |
| Darwin Wealth Management, LLC | 0.01% | New | 539 | $34K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.2% | 515 | $33K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -87.1% | 511 | $33K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 500 | $32K |
| Bogart Wealth, LLC | 0.00% | Add +606.1% | 466 | $30K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 449 | $29K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.5% | 436 | $28K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 406 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +137.7% | 404 | $26K |
| GAMMA Investing LLC | 0.00% | Add +9.3% | 400 | $25K |
| Eastern Bank | 0.00% | New | 400 | $25K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 398 | $25K |
| International Assets Investment Management, LLC | 0.00% | New | 390 | $25K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 353 | $22K |
| CENTRAL TRUST Co | 0.00% | Reduce -5.4% | 317 | $20K |
| Frazier Financial Advisors, LLC | 0.01% | Add +11.1% | 301 | $19K |
| Brooklyn Investment Group | 0.01% | New | 294 | $19K |
| Whittier Trust Co. | 0.00% | No change | 292 | $19K |
| WR Wealth Planners, LLC | 0.01% | No change | 287 | $18K |
| Pacific Center for Financial Services | 0.00% | No change | 280 | $18K |
| Creative Financial Designs Inc. | 0.00% | Add +73.5% | 262 | $17K |
| AdvisorNet Financial, Inc | 0.00% | Add +54.3% | 216 | $14K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 200 | $13K |
| Abound Wealth Management | 0.00% | No change | 200 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.6% | 183 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 178 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -61.4% | 175 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +28.2% | 168 | $11K |
| LGT Financial Advisors LLC | 0.03% | No change | 167 | $11K |
| FSA Wealth Management LLC | 0.00% | — | 167 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.8% | 166 | $11K |
| Plato Investment Management Ltd | 0.00% | No change | 164 | $10K |
| Legacy Investment Solutions, LLC | 0.01% | — | 158 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | — | 158 | $9K |
| Motco | 0.00% | New | 145 | $9K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 135 | $9K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -20.0% | 108 | $7K |
| LRI Investments, LLC | 0.00% | No change | 121 | $7K |
| Hollencrest Capital Management | 0.00% | New | 111 | $7K |
| Reston Wealth Management LLC | 0.00% | New | 97 | $6K |
| Harbour Investments, Inc. | 0.00% | Add +21.1% | 92 | $6K |
| Horizon Investments, LLC | 0.00% | Add +260.0% | 90 | $6K |
| Avior Wealth Management, LLC | 0.00% | Add +247.8% | 80 | $5K |
| WealthCollab, LLC | 0.00% | No change | 78 | $5K |
| Clean Yield Group | 0.00% | New | 78 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | New | 75 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 75 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 60 | $4K |
| Altshuler Shaham Ltd | 0.00% | Reduce -18.3% | 58 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -6.6% | 57 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 53 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 52 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 52 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 42 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 45 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 41 | $3K |
| Hemington Wealth Management | 0.00% | New | 49 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 30 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -3.1% | 31 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 32 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 27 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 27 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | New | 23 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 20 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 18 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 16 | $1K |
| Picton Mahoney Asset Management | 0.00% | New | 18 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $601 |
| State of Wyoming | 0.00% | New | 9 | $572 |
| Annapolis Financial Services, LLC | 0.00% | New | 9 | $548 |
| West Branch Capital LLC | 0.00% | New | 8 | $509 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 8 | $508 |
| First Horizon Advisors, Inc. | 0.00% | Reduce -86.8% | 7 | $445 |
| ORG Partners LLC | 0.00% | No change | 6 | $414 |
| Sachetta, LLC | 0.00% | No change | 6 | $382 |
| CoreCap Advisors, LLC | 0.00% | New | 4 | $254 |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.