H&R BlockHRB
13F holders, Q4 2024 (December 31)550holders +8
60new positions
65sold out
8famous investors
$53.00avg. 13F price*
At the end of Q4 2024, 550 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, up 8 from Q3 2024. 60 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($868.7M), FMR LLC ($761.4M) and Vanguard Group Inc. ($753.1M). 8 famous investors held it, including Paul Tudor Jones (0.2% 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 (Q4 2024)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $117.9M |
| Exits | 65 | $73.2M |
All 13F filers, Q3 2024 → Q4 2024: 10,750,447 shares bought and 9,272,090 shares sold, net +1,478,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| BlackRock, Inc. | 0.02% | Add +1.6% | 16,440,642 | $868.7M |
| FMR LLC | 0.05% | Reduce -23.9% | 14,408,991 | $761.4M |
| Vanguard Group Inc. | 0.01% | Add +0.3% | 14,253,276 | $753.1M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +5.7% | 5,219,462 | $275.8M |
| Fuller & Thaler Asset Management, Inc. | 0.94% | Add +12.5% | 4,701,896 | $248.4M |
| State Street Corp. | 0.01% | Add +2.3% | 4,594,421 | $244.4M |
| Boston Partners | 0.29% | Add +58.5% | 4,500,552 | $237.8M |
| Pacer Advisors, Inc. | 0.32% | Add +21.1% | 2,735,189 | $144.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.5% | 2,600,772 | $137.5M |
| Lazard Asset Management LLC | 0.22% | Add +36.8% | 2,585,026 | $136.6M |
| Northern Trust Corp. | 0.02% | Add +8.9% | 2,345,222 | $123.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.3% | 2,335,353 | $123.4M |
| AQR Capital Management | 0.15% | Add +5.6% | 2,250,059 | $118.9M |
| Morgan Stanley | 0.01% | Add +0.1% | 2,171,363 | $114.7M |
| Arrowstreet Capital, Limited Partnership | 0.09% | Add +12.8% | 2,050,678 | $108.4M |
| Wellington Management Group LLP | 0.02% | Reduce -13.4% | 2,022,478 | $106.9M |
| Bank of New York Mellon Corp | 0.02% | Add +2.9% | 1,684,738 | $89.0M |
| Invesco Ltd. | 0.02% | Add +26.5% | 1,574,552 | $83.2M |
| LSV Asset Management | 0.18% | Reduce -4.4% | 1,458,633 | $77.1M |
| Royal Bank of Canada | 0.01% | Add +0.1% | 1,234,187 | $65.2M |
| Qube Research & Technologies Ltd | 0.10% | Add +6.9% | 1,208,108 | $63.8M |
| NewEdge Wealth, LLC | 1.00% | Add +11.5% | 1,095,712 | $57.9M |
| Norges Bank | 0.01% | Reduce -19.2% | 1,083,509 | $57.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -0.5% | 967,369 | $51.1M |
| Bank of America Corp. | 0.00% | Add +15.3% | 914,884 | $48.3M |
| Wedge Capital Management L L P | 0.84% | Add +13.8% | 884,714 | $46.7M |
| UBS Group AG | 0.01% | Add +375.5% | 823,491 | $43.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +17.8% | 822,378 | $43.5M |
| Clark Capital Management Group, Inc. | 0.28% | Add +0.7% | 764,320 | $40.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -22.7% | 736,405 | $38.9M |
| Truist Financial Corp. | 0.06% | Add +3.0% | 676,294 | $35.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -17.5% | 649,361 | $34.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.6% | 644,417 | $34.1M |
| BNP Paribas Financial Markets | 0.03% | Add +18.2% | 608,738 | $32.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.6% | 597,699 | $31.6M |
| California Public Employees Retirement System | 0.02% | Reduce -3.3% | 545,643 | $28.8M |
| Citadel Advisors | 0.03% | Add +120.4% | 506,641 | $26.8M |
| Blue Whale Capital LLP | 1.92% | Reduce -4.3% | 489,690 | $25.9M |
| Boston Trust Walden Corp | 0.18% | New | 483,572 | $25.6M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +105.7% | 473,112 | $25.0M |
| Prevatt Capital Ltd | 7.11% | No change | 460,000 | $24.3M |
| Bridgewater Associates | 0.11% | Add +42.2% | 440,476 | $23.3M |
| Strategic Wealth Investment Group, LLC | 1.25% | New | 93,566 | $22.7M |
| Rhumbline Advisers | 0.02% | Reduce -0.0% | 410,275 | $21.7M |
| First Trust Advisors LP | 0.02% | Reduce -9.1% | 389,955 | $20.6M |
| Retirement Systems of Alabama | 0.08% | Add +17.5% | 384,026 | $20.3M |
| Sei Investments Co. | 0.03% | Add +10.1% | 371,743 | $19.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.09% | Add +46.7% | 374,600 | $19.5M |
| Voya Investment Management LLC | 0.02% | Add +2.2% | 337,931 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Add +47.5% | 331,502 | $17.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.6% | 315,211 | $16.7M |
| Moran Wealth Management, LLC | 0.53% | Reduce -0.3% | 313,013 | $16.5M |
| Alps Advisors Inc. | 0.10% | Add +16.4% | 298,794 | $15.8M |
| Franklin Resources Inc. | 0.00% | Add +18.5% | 296,509 | $15.7M |
| Liontrust Investment Partners LLP | 0.22% | New | 292,884 | $15.5M |
| Tudor Investment Corporation | 0.16% | Reduce -38.8% | 291,389 | $15.4M |
| Swedbank AB | 0.02% | No change | 285,382 | $15.1M |
| Legal & General Group Plc | 0.00% | Reduce -0.5% | 283,643 | $15.0M |
| Swiss National Bank | 0.01% | Add +0.8% | 274,500 | $14.5M |
| Cambria Investment Management, L.P. | 0.73% | Add +1.9% | 227,669 | $12.0M |
| D. E. Shaw & Co. | 0.01% | Add +3.9% | 226,279 | $12.0M |
| Los Angeles Capital Management LLC | 0.05% | Add +122.2% | 216,165 | $11.4M |
| Raymond James Financial Inc. | 0.00% | — | 202,973 | $10.7M |
| Empowered Funds, LLC | 0.15% | Add +54.3% | 200,392 | $10.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 199,920 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.0% | 195,991 | $10.4M |
| Storebrand Asset Management As | 0.03% | Reduce -30.9% | 194,181 | $10.3M |
| Ibex Wealth Advisors | 1.20% | New | 193,608 | $10.2M |
| Acadian Asset Management LLC | 0.03% | Add +352.2% | 192,728 | $10.2M |
| Schroder Investment Management Group | 0.01% | Reduce -5.8% | 193,339 | $10.1M |
| Sound Income Strategies, LLC | 0.60% | Add +0.8% | 184,374 | $9.7M |
| Financial Counselors Inc. | 0.14% | Reduce -2.8% | 183,423 | $9.7M |
| Intech Investment Management LLC | 0.09% | Add +1341.1% | 181,409 | $9.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.1% | 168,183 | $8.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -4.1% | 165,480 | $8.7M |
| GMO | 0.03% | Reduce -8.7% | 162,833 | $8.6M |
| Corient Private Wealth LP | 0.01% | Reduce -2.3% | 158,399 | $8.4M |
| Royce & Associates LP | 0.08% | Reduce -5.2% | 156,056 | $8.2M |
| Corebridge Financial, Inc. | 0.04% | Reduce -6.0% | 155,394 | $8.2M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 154,795 | $8.1M |
| Jane Street Group, LLC | 0.01% | Add +58.2% | 142,360 | $7.5M |
| Barclays PLC | 0.00% | Add +43.1% | 133,539 | $7.1M |
| Millennium Management | 0.01% | Reduce -54.9% | 131,151 | $6.9M |
| California State Teachers Retirement System | 0.01% | Reduce -1.6% | 130,544 | $6.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +20.4% | 129,595 | $6.8M |
| Cerity Partners LLC | 0.01% | Reduce -12.8% | 115,637 | $6.8M |
| Teacher Retirement System of Texas | 0.02% | Reduce -0.5% | 125,340 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -34.0% | 123,685 | $6.5M |
| Tectonic Advisors LLC | 0.42% | Add +12.2% | 120,808 | $6.4M |
| Nordea Investment Management AB | 0.01% | Add +6.0% | 118,616 | $6.3M |
| Rodgers Brothers Inc. | 0.76% | Reduce -2.6% | 110,700 | $5.8M |
| Comerica Bank | 0.02% | Add +1.7% | 110,603 | $5.8M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.1% | 109,456 | $5.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.4% | 108,973 | $5.8M |
| Crossmark Global Holdings, Inc. | 0.10% | Add +3.2% | 107,075 | $5.7M |
| PEAK6 LLC | 0.22% | — | 104,617 | $5.5M |
| American Century Companies Inc. | 0.00% | Reduce -54.3% | 103,360 | $5.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +17.8% | 101,800 | $5.4M |
| Redwood Investment Management, LLC | 0.53% | Add +34.2% | 102,452 | $5.4M |
| Crawford Investment Counsel Inc. | 0.10% | Add +1.8% | 101,417 | $5.4M |
| Wells Fargo & Company | 0.00% | Reduce -5.2% | 98,872 | $5.2M |
| LPL Financial LLC | 0.00% | Add +34.4% | 98,592 | $5.2M |
| Segall Bryant & Hamill, LLC | 0.07% | Reduce -0.0% | 95,116 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -3.4% | 92,892 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.7% | 90,779 | $4.8M |
| Alberta Investment Management Corp | 0.03% | Add +50.3% | 90,000 | $4.8M |
| Federated Hermes, Inc. | 0.01% | Add +442.0% | 89,918 | $4.8M |
| Amundi | 0.00% | Add +1.5% | 87,240 | $4.7M |
| Verition Fund Management LLC | 0.02% | Add +250.5% | 86,151 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -6.4% | 85,816 | $4.5M |
| Ruffer LLP | 0.15% | New | 79,547 | $4.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -24.3% | 78,778 | $4.2M |
| MetLife Investment Management, LLC | 0.02% | Add +7.0% | 78,475 | $4.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -85.1% | 74,605 | $3.9M |
| Leuthold Group, LLC | 0.47% | New | 73,669 | $3.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -12.9% | 73,434 | $3.9M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -13.0% | 72,482 | $3.9M |
| Man Group plc | 0.01% | Add +140.0% | 72,619 | $3.8M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -4.0% | 72,394 | $3.8M |
| Macquarie Group Ltd. | 0.00% | Add +12.4% | 71,591 | $3.8M |
| Creative Planning | 0.00% | Reduce -17.3% | 71,259 | $3.8M |
| Citigroup Inc. | 0.00% | Add +98.6% | 67,910 | $3.6M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Reduce -16.3% | 67,192 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.0% | 66,780 | $3.5M |
| Amalgamated Bank | 0.03% | Reduce -6.2% | 65,721 | $3.5M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.04% | New | 65,155 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Add +3.1% | 64,840 | $3.4M |
| Abacus FCF Advisors LLC | 0.45% | Add +46.5% | 64,511 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -4.7% | 61,897 | $3.3M |
| KLP Kapitalforvaltning As | 0.02% | — | 59,900 | $3.2M |
| Renaissance Technologies | 0.00% | Reduce -89.5% | 59,800 | $3.2M |
| Round Hill Asset Management | 2.20% | Reduce -2.3% | 59,090 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | Add +26.8% | 58,628 | $3.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -4.5% | 58,553 | $3.1M |
| Walleye Capital LLC | 0.03% | Add +4026.4% | 56,821 | $3.0M |
| Alaska Permanent Fund Corp | 0.04% | No change | 56,639 | $3.0M |
| Aurora Investment Counsel | 1.63% | New | 56,180 | $3.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 55,436 | $2.9M |
| Commerce Bank | 0.02% | Reduce -0.1% | 55,029 | $2.9M |
| PGGM Investments | 0.04% | Reduce -8.1% | 54,159 | $2.9M |
| Monument Capital Management | 0.78% | Add +2.0% | 53,715 | $2.8M |
| Rings Capital Management LLC | 1.46% | No change | 53,000 | $2.8M |
| Prudential Financial Inc. | 0.00% | Add +28.1% | 46,567 | $2.8M |
| Kendall Capital Management | 0.81% | Add +15.3% | 52,535 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.1% | 52,489 | $2.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -36.4% | 52,299 | $2.8M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -36.8% | 52,170 | $2.8M |
| Mariner, LLC | 0.00% | Add +10.7% | 52,170 | $2.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -57.5% | 50,774 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | New | 50,889 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.4% | 50,873 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.5% | 49,835 | $2.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 49,657 | $2.6M |
| Squarepoint Ops LLC | 0.01% | New | 48,522 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -4.3% | 47,628 | $2.5M |
| Tealwood Asset Management Inc. | 1.04% | Add +1.0% | 47,215 | $2.5M |
| Auxier Asset Management LLC | 0.38% | Reduce -5.7% | 46,697 | $2.5M |
| Burney Co./ | 0.09% | Add +1.9% | 46,586 | $2.5M |
| Campbell & CO Investment Adviser LLC | 0.19% | Add +23.0% | 46,538 | $2.5M |
| LGT Fund Management Co Ltd. | 0.21% | New | 45,020 | $2.4M |
| Quantinno Capital Management LP | 0.02% | Reduce -23.6% | 44,845 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +2.6% | 44,395 | $2.3M |
| Pinebridge Investments, L.P. | 0.02% | Add +35.7% | 44,130 | $2.3M |
| Agf Management Ltd. | 0.01% | Reduce -8.6% | 43,886 | $2.3M |
| Optimist Retirement Group LLC | 1.07% | Reduce -0.6% | 42,846 | $2.3M |
| Human Investing LLC | 0.39% | Reduce -0.3% | 41,939 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | Add +28.9% | 41,801 | $2.2M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 40,512 | $2.1M |
| M&T Bank Corp | 0.01% | Add +4.2% | 39,903 | $2.1M |
| Zacks Investment Management | 0.02% | Add +17.8% | 38,774 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.8% | 38,000 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +13.0% | 37,598 | $2.0M |
| Cunning Capital Partners, LP | 1.19% | No change | 37,575 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +8.6% | 36,585 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -8.7% | 36,452 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -1.2% | 36,290 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +39.1% | 36,006 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | Reduce -1.1% | 35,700 | $1.9M |
| AXA S.A. | 0.01% | Add +97.8% | 33,815 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | New | 33,479 | $1.8M |
| South Dakota Investment Council | 0.04% | No change | 33,362 | $1.8M |
| State of Michigan Retirement System | 0.01% | Reduce -2.1% | 32,468 | $1.7M |
| Capital Fund Management S.A. | 0.02% | Reduce -19.2% | 32,345 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -59.5% | 32,246 | $1.7M |
| Ritholtz Wealth Management | 0.05% | Reduce -7.6% | 32,195 | $1.7M |
| F/m Investments LLC | 0.06% | Add +21.5% | 32,082 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +26.3% | 31,427 | $1.7M |
| New Age Alpha Advisors, LLC | 0.07% | New | 31,111 | $1.6M |
| New Mexico Educational Retirement Board | 0.06% | No change | 31,100 | $1.6M |
| Oak Thistle LLC | 0.48% | New | 30,527 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -1.6% | 30,458 | $1.6M |
| Linden Thomas Advisory Services, LLC | 0.20% | Reduce -0.8% | 30,384 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.6% | 30,267 | $1.6M |
| Kennondale Capital Management LLC | 1.67% | — | 29,286 | $1.5M |
| Martingale Asset Management L P | 0.04% | Add +620.0% | 29,225 | $1.5M |
| Bank of Montreal | 0.00% | Add +13.3% | 28,247 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.8% | 27,924 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -4.2% | 27,450 | $1.5M |
| Glenmede Trust Co. NA | 0.01% | Reduce -12.6% | 27,414 | $1.4M |
| CSS LLC | 0.27% | Add +118.0% | 27,138 | $1.4M |
| Crestline Management, L.P. | 0.05% | New | 26,920 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.6% | 26,608 | $1.4M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 26,600 | $1.4M |
| Wolverine Trading, LLC | 0.03% | Add +106.6% | 26,671 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +0.3% | 25,881 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.2% | 25,651 | $1.4M |
| Credit Agricole S A | 0.00% | Add +189.5% | 24,915 | $1.3M |
| LGT Group Foundation | 0.02% | Reduce -1.0% | 24,608 | $1.3M |
| Sterling Capital Management LLC | 0.02% | Add +6.3% | 24,572 | $1.3M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +75.1% | 24,457 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +235.4% | 23,705 | $1.3M |
| Argyle Capital Management, LLC | 0.48% | Add +5.8% | 23,233 | $1.2M |
| Huber Capital Management LLC | 0.24% | Add +14.8% | 23,200 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +293.0% | 22,981 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Reduce -0.2% | 22,906 | $1.2M |
| Measured Wealth Private Client Group, LLC | 0.38% | Add +2.7% | 22,391 | $1.2M |
| Convergence Investment Partners, LLC | 0.26% | Reduce -1.1% | 22,136 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.8% | 21,338 | $1.1M |
| Ceera Investments, LLC | 0.39% | Reduce -0.4% | 21,230 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -27.8% | 21,128 | $1.1M |
| Hussman Strategic Advisors, Inc. | 0.33% | No change | 21,000 | $1.1M |
| Chase Investment Counsel Corp. | 0.36% | No change | 21,000 | $1.1M |
| Choreo, LLC | 0.02% | Add +4.5% | 20,527 | $1.1M |
| FORA Capital, LLC | 0.12% | New | 20,327 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.5% | 20,196 | $1.1M |
| BW Gestao de Investimentos Ltda. | 0.05% | New | 20,100 | $1.1M |
| Vident Advisory, LLC | 0.02% | Add +280.9% | 20,094 | $1.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.13% | Reduce -3.5% | 20,026 | $1.1M |
| Xponance LLC | 0.01% | Add +4.2% | 19,655 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +51.5% | 19,241 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.8% | 19,284 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.5% | 19,188 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +6.7% | 19,184 | $1.0M |
| Kessler Investment Group, LLC | 0.46% | Reduce -3.7% | 18,327 | $968K |
| Invst, LLC | 0.12% | Add +1.5% | 18,187 | $961K |
| Nomura Holdings Inc. | 0.01% | New | 18,184 | $961K |
| NJ State Employees Deferred Compensation Plan | 0.12% | No change | 18,000 | $951K |
| Ifrah Financial Services, Inc. | 0.26% | Reduce -3.2% | 17,728 | $937K |
| Sherbrooke Park Advisers LLC | 0.30% | New | 17,656 | $933K |
| MSH Capital Advisors LLC | 0.29% | Add +0.1% | 17,537 | $927K |
| Carlson Capital Management | 0.04% | No change | 17,400 | $919K |
| Baird Financial Group, Inc. | 0.00% | Add +9.6% | 17,099 | $904K |
| Blueshift Asset Management, LLC | 0.33% | New | 17,081 | $903K |
| Park Avenue Securities LLC | 0.01% | Add +7.2% | 16,998 | $898K |
| CWA Asset Management Group, LLC | 0.05% | Add +46.8% | 16,887 | $892K |
| Rockland Trust Co. | 0.05% | No change | 16,866 | $891K |
| MML Investors Services, LLC | 0.00% | Add +8.4% | 16,863 | $891K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.5% | 16,833 | $889K |
| Ascent Group, LLC | 0.06% | Add +0.2% | 15,981 | $844K |
| Sovereign's Capital Management, LLC | 0.54% | — | 15,926 | $842K |
| Occudo Quantitative Strategies LP | 0.15% | New | 15,659 | $827K |
| Centiva Capital, LP | 0.03% | Reduce -53.2% | 15,581 | $823K |
| Group One Trading LLC | 0.03% | Add +42.9% | 15,548 | $822K |
| Legacy Bridge, LLC | 0.42% | No change | 15,277 | $807K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.8% | 15,228 | $805K |
| Advisory Research Inc. | 0.13% | Add +0.6% | 15,075 | $797K |
| RBF Capital, LLC | 0.04% | No change | 15,000 | $793K |
| IMC-Chicago, LLC | 0.02% | Add +27.9% | 14,828 | $784K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -2.9% | 14,802 | $782K |
| CCM Investment Group, LLC | 0.08% | — | 14,930 | $778K |
| Range Financial Group LLC | 0.36% | Add +232.4% | 14,645 | $774K |
| New York Life Investment Management LLC | 0.01% | Reduce -8.0% | 14,639 | $774K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -60.5% | 14,502 | $766K |
| Bayesian Capital Management, LP | 0.09% | Reduce -32.4% | 14,427 | $762K |
| Waldron Private Wealth LLC | 0.03% | Add +99.6% | 13,902 | $740K |
| Ethic Inc. | 0.01% | Add +26.5% | 13,996 | $740K |
| FIL Ltd | 0.00% | Add +69.1% | 13,668 | $722K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -49.8% | 13,669 | $722K |
| Ieq Capital, LLC | 0.01% | Add +49.2% | 13,348 | $705K |
| Inceptionr LLC | 0.16% | Add +23.9% | 13,169 | $696K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -3.4% | 13,155 | $695K |
| &partners | 0.01% | Add +113.3% | 12,794 | $689K |
| Bokf, NA | 0.01% | Add +2100.9% | 12,831 | $688K |
| Townsquare Capital LLC | 0.01% | Add +18.1% | 12,824 | $678K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 12,813 | $677K |
| Tidal Investments LLC | 0.01% | Reduce -35.3% | 12,611 | $666K |
| US Bancorp \de | 0.00% | Add +1.9% | 12,358 | $653K |
| Hancock Whitney Corp. | 0.02% | Reduce -23.7% | 11,944 | $631K |
| Aviso Wealth Management | 0.32% | No change | 11,917 | $630K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +279.9% | 11,752 | $621K |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 11,751 | $621K |
| Curi Capital, LLC | 0.01% | No change | 11,632 | $615K |
| Nebula Research & Development LLC | 0.07% | Reduce -47.3% | 11,579 | $612K |
| AlphaQuest LLC | 0.08% | Reduce -7.7% | 11,387 | $602K |
| New Vernon Capital Holdings II LLC | 0.41% | No change | 11,314 | $598K |
| Savant Capital, LLC | 0.00% | Reduce -19.4% | 11,216 | $593K |
| Guggenheim Capital LLC | 0.00% | Reduce -48.5% | 11,172 | $590K |
| Neuberger Berman Group LLC | 0.00% | Add +40.4% | 11,142 | $589K |
| Jones Financial Companies LLLP | 0.00% | Add +4.0% | 11,023 | $582K |
| Natixis | 0.00% | New | 10,941 | $578K |
| Prudential PLC | 0.00% | Reduce -86.5% | 10,822 | $572K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.6% | 10,666 | $564K |
| Diversified Trust Co. | 0.01% | New | 10,571 | $559K |
| First Citizens Bank & Trust Co. | 0.01% | Add +3.9% | 10,552 | $558K |
| Aviva PLC | 0.00% | New | 10,486 | $554K |
| Fifth Third Bancorp | 0.00% | Reduce -5.0% | 10,459 | $553K |
| Securian Asset Management, Inc. | 0.02% | Reduce -4.5% | 10,360 | $547K |
| Affinity Wealth Management LLC | 0.10% | Reduce -18.5% | 10,338 | $546K |
| Caxton Associates LP | 0.02% | Reduce -62.2% | 10,253 | $542K |
| Capital Advisory Group Advisory Services, LLC | 0.19% | Add +7.5% | 10,187 | $538K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +14.0% | 10,173 | $538K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -0.3% | 10,263 | $535K |
| Boothbay Fund Management, LLC | 0.02% | New | 10,098 | $534K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,000 | $532K |
| Osaic Holdings, Inc. | 0.00% | Reduce -76.8% | 10,046 | $531K |
| AE Wealth Management LLC | 0.00% | Reduce -1.9% | 10,048 | $531K |
| Fulton Breakefield Broenniman LLC | 0.04% | No change | 9,920 | $524K |
| Wedmont Private Capital | 0.03% | Add +1.1% | 9,607 | $515K |
| IFP Advisors, Inc | 0.02% | Add +1.3% | 9,670 | $511K |
| Cresset Asset Management, LLC | 0.00% | Reduce -63.6% | 9,584 | $509K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +15.7% | 9,485 | $501K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -0.6% | 9,341 | $494K |
| Scotia Capital Inc. | 0.00% | New | 9,262 | $489K |
| Teza Capital Management LLC | 0.07% | Reduce -78.5% | 9,208 | $487K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -2.7% | 9,160 | $484K |
| Principal Securities, Inc. | 0.01% | Add +17.2% | 9,104 | $481K |
| TriaGen Wealth Management LLC | 0.16% | Add +1.3% | 8,854 | $468K |
| Empirical Finance, LLC | 0.03% | New | 8,751 | $462K |
| Tradewinds, LLC. | 0.12% | No change | 8,581 | $449K |
| Walleye Trading LLC | 0.01% | New | 8,425 | $445K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +5.2% | 8,312 | $439K |
| Advisors Capital Management, LLC | 0.01% | New | 8,261 | $437K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 8,227 | $435K |
| Cibc World Market Inc. | 0.00% | Add +6.9% | 8,125 | $429K |
| Vestcor Inc | 0.01% | Reduce -58.1% | 8,004 | $423K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,927 | $419K |
| CWC Advisors, LLC. | 0.41% | Reduce -1.4% | 7,852 | $415K |
| Keybank National Association | 0.00% | Reduce -18.3% | 7,840 | $414K |
| Dorsey Wright & Associates | 0.10% | Reduce -0.1% | 7,803 | $412K |
| Captrust Financial Advisors | 0.00% | Reduce -31.0% | 7,707 | $407K |
| AdvisorShares Investments LLC | 0.08% | New | 7,600 | $402K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -35.4% | 7,451 | $394K |
| SageView Advisory Group, LLC | 0.02% | Add +1.2% | 7,443 | $393K |
| Utah Retirement Systems | 0.00% | No change | 7,400 | $391K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -2.1% | 7,232 | $382K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +29.0% | 7,222 | $382K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +29.0% | 7,222 | $382K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +0.8% | 7,197 | $380K |
| MOKAN Wealth Management Inc. | 0.24% | — | 7,008 | $370K |
| Lindenwold Advisors, INC | 0.20% | Add +26.5% | 6,985 | $369K |
| TD Private Client Wealth LLC | 0.01% | Add +14.6% | 6,961 | $368K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.9% | 6,909 | $365K |
| Merit Financial Group, LLC | 0.01% | New | 6,855 | $362K |
| Blue Trust, Inc. | 0.00% | Add +23.9% | 6,792 | $359K |
| Hilltop Holdings Inc. | 0.02% | Add +9.4% | 6,756 | $357K |
| Focus Financial Network, Inc. | 0.01% | Add +0.6% | 6,633 | $353K |
| Park National Corp. | 0.01% | Add +12.0% | 6,468 | $342K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +12.0% | 6,414 | $342K |
| Shell Asset Management Co. | 0.01% | No change | 6,456 | $341K |
| ProShare Advisors LLC | 0.00% | Add +5.4% | 6,412 | $339K |
| Brown Capital Management LLC | 0.01% | Add +13.4% | 6,335 | $335K |
| Csenge Advisory Group | 0.02% | Reduce -6.9% | 6,210 | $328K |
| Bank of Nova Scotia | 0.00% | Add +4.4% | 6,170 | $326K |
| SG Americas Securities, LLC | 0.00% | Reduce -75.4% | 6,032 | $319K |
| Tennessee Valley Asset Management Partners | 0.05% | New | 5,878 | $311K |
| KBC Group NV | 0.00% | Add +64.1% | 5,841 | $309K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 5,800 | $306K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.6% | 5,703 | $303K |
| IHT Wealth Management, LLC | 0.01% | Add +2.7% | 5,738 | $303K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.1% | 5,660 | $299K |
| Affinity Capital Advisors, LLC | 0.06% | No change | 5,555 | $298K |
| Arnhold LLC | 0.03% | No change | 5,600 | $296K |
| Journey Strategic Wealth LLC | 0.01% | New | 5,549 | $293K |
| Prosperity Consulting Group, LLC | 0.02% | Add +0.8% | 5,536 | $293K |
| EMC Capital Management | 0.16% | Reduce -36.0% | 5,512 | $291K |
| My Legacy Advisors, LLC | 0.11% | Add +7.5% | 5,124 | $284K |
| Gallacher Capital Management LLC | 0.14% | Reduce -1.1% | 5,330 | $282K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | New | 9,677 | $281K |
| Shelton Capital Management | 0.01% | Reduce -5.5% | 5,268 | $278K |
| WASHINGTON TRUST Co | 0.01% | No change | 5,100 | $269K |
| Raiffeisen Bank International AG | 0.00% | — | 5,114 | $267K |
| Cannell & Spears LLC | 0.01% | Reduce -27.1% | 5,030 | $266K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | No change | 5,000 | $264K |
| Bard Financial Services, Inc. | 0.03% | No change | 5,000 | $264K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 5,000 | $264K |
| Everett Harris & Co. | 0.00% | New | 5,000 | $264K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.2% | 4,961 | $262K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -29.5% | 4,951 | $262K |
| Caprock Group, LLC | 0.01% | Reduce -17.7% | 4,856 | $259K |
| Silver Coast Investments LLC | 0.10% | Add +6.6% | 4,876 | $258K |
| NDVR, Inc. | 0.25% | Add +7.9% | 4,873 | $257K |
| Pinnacle Associates Ltd. | 0.00% | Add +15.4% | 4,871 | $257K |
| Intrust Bank NA | 0.03% | No change | 4,826 | $255K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 4,800 | $254K |
| National Bank of Canada | 0.00% | Reduce -18.2% | 4,780 | $253K |
| Jefferies Financial Group Inc. | 0.00% | New | 4,758 | $251K |
| UMB Bank, n.a. | 0.00% | Reduce -0.3% | 4,686 | $248K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.1% | 4,630 | $245K |
| EP Wealth Advisors, LLC | 0.00% | Add +6.6% | 4,525 | $239K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.1% | 4,491 | $237K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.1% | 4,469 | $236K |
| 1620 Investment Advisors, Inc. | 0.18% | Reduce -2.4% | 4,398 | $232K |
| Eagle Bay Advisors LLC | 0.14% | Add +1.2% | 4,327 | $230K |
| Cahill Financial Advisors Inc. | 0.03% | New | 4,355 | $230K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -1.6% | 4,323 | $228K |
| CIBC Asset Management Inc | 0.00% | Add +5.5% | 4,263 | $225K |
| DGS Capital Management, LLC | 0.06% | Add +0.2% | 4,260 | $225K |
| Prossimo Advisors, LLC | 0.16% | Add +19.4% | 4,237 | $224K |
| PFG Investments, LLC | 0.01% | Reduce -9.6% | 4,197 | $222K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,180 | $221K |
| Westshore Wealth, LLC | 0.09% | No change | 4,174 | $221K |
| Barnett & Company, Inc. | 0.14% | No change | 4,120 | $218K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 4,110 | $217K |
| Stevens Capital Management LP | 0.09% | New | 4,045 | $214K |
| Thrive Wealth Management, LLC | 0.04% | No change | 4,040 | $213K |
| Belmont Capital, LLC | 0.03% | No change | 4,000 | $211K |
| Allworth Financial LP | 0.00% | Add +141.1% | 3,968 | $211K |
| Advisors Asset Management, Inc. | 0.00% | Add +45.7% | 3,952 | $209K |
| Strategy Asset Managers LLC | 0.04% | No change | 3,864 | $204K |
| Global Retirement Partners, LLC | 0.01% | Add +24.7% | 3,863 | $204K |
| Colonial River Investments, LLC | 0.10% | Add +7.5% | 3,860 | $204K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,853 | $204K |
| Axxcess Wealth Management, LLC | 0.01% | Add +7.7% | 3,846 | $203K |
| Plato Investment Management Ltd | 0.01% | Add +2225.6% | 3,814 | $202K |
| Lecap Asset Management Ltd. | 0.05% | Reduce -85.6% | 3,796 | $201K |
| Quarry LP | 0.04% | New | 3,700 | $196K |
| Paladin Advisory Group, LLC | 0.14% | No change | 3,584 | $189K |
| CI Investments Inc. | 0.00% | Add +3.4% | 3,027 | $160K |
| Arax Advisory Partners | 0.01% | Add +111.9% | 2,755 | $146K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.0% | 2,646 | $144K |
| Bessemer Group Inc. | 0.00% | Add +6.0% | 2,606 | $138K |
| Signaturefd, LLC | 0.00% | Add +0.5% | 2,415 | $128K |
| Center for Financial Planning, Inc. | 0.02% | No change | 2,303 | $122K |
| Private Trust Co. NA | 0.01% | No change | 2,283 | $121K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -2.2% | 2,200 | $117K |
| Mendota Financial Group, LLC | 0.08% | New | 2,199 | $116K |
| Independence Bank of Kentucky | 0.02% | New | 2,000 | $106K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,980 | $105K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,660 | $88K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,659 | $88K |
| Kapitalo Investimentos Ltda | 0.06% | New | 1,614 | $85K |
| GeoWealth Management, LLC | 0.00% | Add +87.0% | 1,612 | $85K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +779.2% | 1,609 | $85K |
| Harbour Investments, Inc. | 0.00% | Add +1552.2% | 1,520 | $80K |
| Richardson Financial Services Inc. | 0.05% | Add +0.9% | 1,490 | $78K |
| Huntington National Bank | 0.00% | Add +5.3% | 1,417 | $75K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,413 | $75K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -48.1% | 1,381 | $73K |
| Quadrant Capital Group LLC | 0.01% | Add +8.2% | 1,378 | $73K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.3% | 1,307 | $69K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -20.6% | 1,182 | $62K |
| Continuum Advisory, LLC | 0.01% | Add +4.5% | 1,165 | $62K |
| HM Payson & Co. | 0.00% | No change | 1,150 | $61K |
| Covestor Ltd | 0.04% | Reduce -8.6% | 1,113 | $59K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,090 | $58K |
| SBI Securities Co., Ltd. | 0.00% | — | 867 | $46K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +52.6% | 838 | $44K |
| Versant Capital Management, Inc | 0.01% | Add +7.2% | 834 | $44K |
| Valley National Advisers Inc. | 0.01% | Add +3.4% | 827 | $43K |
| Archer Investment Corp | 0.01% | No change | 800 | $42K |
| Assetmark, Inc. | 0.00% | Reduce -43.8% | 729 | $39K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -8.9% | 679 | $36K |
| Nvwm, LLC | 0.01% | No change | 676 | $36K |
| GAMMA Investing LLC | 0.00% | Add +64.5% | 658 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Add +28.6% | 657 | $34K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +0.5% | 640 | $34K |
| Penserra Capital Management LLC | 0.00% | Reduce -2.2% | 633 | $33K |
| PrairieView Partners, LLC | 0.00% | No change | 608 | $32K |
| Mather Group, Llc. | 0.00% | No change | 575 | $30K |
| Atwood & Palmer Inc. | 0.00% | No change | 570 | $30K |
| Quent Capital, LLC | 0.00% | Reduce -97.5% | 566 | $30K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.1% | 562 | $30K |
| NFSG Corp | 0.01% | New | 555 | $29K |
| Darwin Wealth Management, LLC | 0.01% | No change | 539 | $29K |
| Spire Wealth Management | 0.00% | New | 532 | $28K |
| Endeavor Private Wealth, Inc. | 0.03% | — | 500 | $27K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 500 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 466 | $25K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 449 | $24K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.5% | 438 | $23K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 406 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 404 | $21K |
| Eastern Bank | 0.00% | Add +0.3% | 401 | $21K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 400 | $21K |
| Lee Danner & Bass Inc. | 0.00% | New | 400 | $21K |
| Avior Wealth Management, LLC | 0.00% | Add +352.5% | 362 | $19K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 353 | $18K |
| Whipplewood Advisors, LLC | 0.01% | — | 312 | $16K |
| Brooklyn Investment Group | 0.00% | Add +1.4% | 298 | $16K |
| CENTRAL TRUST Co | 0.00% | Reduce -6.3% | 297 | $16K |
| Whittier Trust Co. | 0.00% | No change | 292 | $15K |
| Pacific Center for Financial Services | 0.00% | No change | 280 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +57.1% | 275 | $15K |
| Park Square Financial Group, LLC | 0.01% | — | 271 | $14K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -96.9% | 270 | $14K |
| Asset Dedication, LLC | 0.00% | Add +1406.3% | 241 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +37.5% | 231 | $12K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 241 | $12K |
| AdvisorNet Financial, Inc | 0.00% | Add +4.2% | 225 | $12K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 211 | $11K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 200 | $11K |
| Abound Wealth Management | 0.00% | No change | 200 | $11K |
| Danske Bank A/S | 0.00% | Reduce -86.7% | 200 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -3.9% | 171 | $9K |
| LGT Financial Advisors LLC | 0.02% | No change | 167 | $9K |
| FSA Wealth Management LLC | 0.00% | No change | 167 | $9K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 135 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -21.7% | 130 | $7K |
| Legend Financial Advisors, Inc. | 0.00% | New | 123 | $6K |
| LRI Investments, LLC | 0.00% | No change | 121 | $6K |
| Hollencrest Capital Management | 0.00% | No change | 111 | $6K |
| Colonial Trust Co / SC | 0.00% | New | 104 | $5K |
| MAI Capital Management | 0.00% | New | 95 | $5K |
| Curio Wealth, LLC | 0.00% | — | 86 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -50.0% | 79 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -50.0% | 79 | $4K |
| WealthCollab, LLC | 0.00% | No change | 78 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 75 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 75 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +40.4% | 73 | $4K |
| Altshuler Shaham Ltd | 0.00% | Add +22.4% | 71 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +55.6% | 70 | $4K |
| Clean Yield Group | 0.00% | Reduce -11.5% | 69 | $4K |
| Horizon Investments, LLC | 0.00% | Reduce -25.6% | 67 | $4K |
| Logan Capital Management Inc. | 0.00% | New | 64 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 60 | $3K |
| Grove Bank & Trust | 0.00% | New | 58 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 57 | $3K |
| Hemington Wealth Management | 0.00% | Add +53.1% | 75 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 53 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 52 | $3K |
| Aventura Private Wealth, LLC | 0.00% | — | 50 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 42 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 41 | $2K |
| Hexagon Capital Partners LLC | 0.00% | New | 29 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 27 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -12.9% | 27 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 27 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -96.5% | 26 | $1K |
| Larson Financial Group LLC | 0.00% | New | 21 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 20 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 18 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 18 | $951 |
| Lanark Financial, Inc. | 0.07% | — | 15 | $803 |
| Sachetta, LLC | 0.00% | Add +116.7% | 13 | $688 |
| State of Wyoming | 0.00% | Add +22.2% | 11 | $581 |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $544 |
| WR Wealth Planners, LLC | 0.00% | Reduce -96.9% | 9 | $476 |
| West Branch Capital LLC | 0.00% | No change | 8 | $423 |
| Clearstead Advisors, LLC | 0.00% | New | 8 | $397 |
| Global Financial Private Client, LLC | 0.00% | New | 7 | $370 |
| First Horizon Advisors, Inc. | 0.00% | No change | 7 | $370 |
| ORG Partners LLC | 0.00% | No change | 6 | $344 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $265 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 5 | $264 |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $211 |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -96.9% | 1 | $66 |
| Golden State Wealth Management, LLC | 0.00% | — | 1 | $58 |
| Bellwether Advisors, LLC | 0.00% | New | 1 | $53 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $46 |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.