H&R BlockHRB
13F holders, Q1 2025 (March 31)562holders +12
75new positions
62sold out
8famous investors
$54.63avg. 13F price*
At the end of Q1 2025, 562 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, up 12 from Q4 2024. 75 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($874.3M), FMR LLC ($806.9M) and Vanguard Group Inc. ($778.0M). 8 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q1 2025)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $224.9M |
| Exits | 62 | $72.1M |
All 13F filers, Q4 2024 → Q1 2025: 13,938,234 shares bought and 12,371,296 shares sold, net +1,566,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 562 holders
| BlackRock, Inc. | 0.02% | Reduce -3.1% | 15,923,014 | $874.3M |
| FMR LLC | 0.05% | Add +2.0% | 14,694,824 | $806.9M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 14,168,986 | $778.0M |
| Fuller & Thaler Asset Management, Inc. | 0.99% | Reduce -1.6% | 4,626,167 | $254.0M |
| State Street Corp. | 0.01% | Reduce -2.6% | 4,476,841 | $247.5M |
| Boston Partners | 0.25% | Reduce -16.3% | 3,767,912 | $206.9M |
| Lazard Asset Management LLC | 0.34% | Add +44.3% | 3,730,307 | $204.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.8% | 2,699,471 | $148.3M |
| Northern Trust Corp. | 0.02% | Add +11.2% | 2,608,496 | $143.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.3% | 2,282,452 | $125.3M |
| Morgan Stanley | 0.01% | Reduce -1.0% | 2,150,012 | $118.1M |
| Wellington Management Group LLP | 0.02% | Add +5.9% | 2,141,988 | $117.6M |
| AQR Capital Management | 0.10% | Reduce -20.5% | 1,789,040 | $97.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -67.7% | 1,688,751 | $92.7M |
| LSV Asset Management | 0.22% | Add +14.3% | 1,667,652 | $91.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.6% | 1,657,188 | $91.0M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Reduce -26.1% | 1,515,553 | $83.2M |
| Qube Research & Technologies Ltd | 0.12% | Add +19.0% | 1,437,984 | $79.0M |
| Balyasny Asset Management L.P. | 0.18% | Add +25892.7% | 1,286,896 | $70.7M |
| Royal Bank of Canada | 0.02% | Add +0.9% | 1,244,858 | $68.4M |
| Bank of America Corp. | 0.01% | Add +33.1% | 1,217,814 | $66.9M |
| Norges Bank | 0.01% | Add +3.3% | 1,119,415 | $61.5M |
| Pacer Advisors, Inc. | 0.15% | Reduce -62.1% | 1,035,402 | $56.9M |
| Millennium Management | 0.06% | Add +683.8% | 1,027,979 | $56.4M |
| NewEdge Wealth, LLC | 1.01% | Reduce -7.8% | 1,010,446 | $55.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.0% | 976,797 | $53.6M |
| D. E. Shaw & Co. | 0.07% | Add +325.1% | 962,018 | $52.8M |
| JPMorgan Chase & Co. | 0.00% | Add +46.4% | 943,406 | $51.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +6.6% | 876,380 | $48.1M |
| Marshall Wace, LLP | 0.06% | New | 876,154 | $48.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +15.2% | 848,532 | $46.6M |
| Wedge Capital Management L L P | 0.83% | Reduce -11.5% | 782,948 | $43.0M |
| Truist Financial Corp. | 0.07% | Add +13.5% | 767,369 | $42.1M |
| Clark Capital Management Group, Inc. | 0.29% | Reduce -2.6% | 744,117 | $40.9M |
| UBS Group AG | 0.01% | Reduce -10.2% | 739,555 | $40.6M |
| Boston Trust Walden Corp | 0.30% | Add +52.1% | 735,757 | $40.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.7% | 703,672 | $38.6M |
| First Trust Advisors LP | 0.03% | Add +68.3% | 656,413 | $36.0M |
| Jane Street Group, LLC | 0.06% | Add +355.2% | 648,073 | $35.6M |
| Citadel Advisors | 0.03% | Add +26.1% | 638,890 | $35.1M |
| BNP Paribas Financial Markets | 0.03% | Add +2.5% | 623,998 | $34.3M |
| Voloridge Investment Management, LLC | 0.12% | New | 607,753 | $33.4M |
| Blue Whale Capital LLP | 2.49% | Add +14.5% | 560,907 | $30.8M |
| Miller Howard Investments Inc. | 0.97% | New | 554,160 | $30.4M |
| California Public Employees Retirement System | 0.02% | Reduce -3.8% | 524,765 | $28.8M |
| Bridgewater Associates | 0.13% | Add +19.1% | 524,443 | $28.8M |
| Man Group plc | 0.08% | Add +579.6% | 493,502 | $27.1M |
| HRT Financial LP | 0.17% | New | 482,937 | $26.5M |
| Prevatt Capital Ltd | 8.31% | No change | 460,000 | $25.3M |
| Invesco Ltd. | 0.00% | Reduce -73.4% | 419,003 | $23.0M |
| Rhumbline Advisers | 0.02% | Reduce -1.0% | 406,117 | $22.3M |
| Sei Investments Co. | 0.03% | Add +2.3% | 380,373 | $20.9M |
| Retirement Systems of Alabama | 0.08% | Reduce -1.0% | 380,298 | $20.9M |
| Los Angeles Capital Management LLC | 0.09% | Add +70.0% | 367,389 | $20.2M |
| ExodusPoint Capital Management, LP | 0.25% | New | 343,928 | $18.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.0% | 328,324 | $18.0M |
| Liontrust Investment Partners LLP | 0.28% | Add +9.5% | 320,767 | $17.6M |
| Franklin Resources Inc. | 0.01% | Add +6.5% | 315,843 | $17.3M |
| Alps Advisors Inc. | 0.10% | Add +4.9% | 313,312 | $17.2M |
| Moran Wealth Management, LLC | 0.57% | Reduce -0.8% | 310,397 | $17.0M |
| Voya Investment Management LLC | 0.02% | Reduce -8.4% | 309,390 | $17.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.1% | 308,659 | $16.9M |
| Squarepoint Ops LLC | 0.04% | Add +531.1% | 306,203 | $16.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.08% | Reduce -20.6% | 297,500 | $16.3M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -38.0% | 293,294 | $16.1M |
| Legal & General Group Plc | 0.00% | Add +1.3% | 287,253 | $15.8M |
| Swedbank AB | 0.02% | No change | 285,382 | $15.7M |
| GMO | 0.05% | Add +67.7% | 273,121 | $15.0M |
| Swiss National Bank | 0.01% | Reduce -3.3% | 265,500 | $14.6M |
| Two Sigma Investments, LP | 0.03% | Add +623.3% | 263,641 | $14.5M |
| Empowered Funds, LLC | 0.18% | Add +13.7% | 227,934 | $12.5M |
| Cambria Investment Management, L.P. | 0.79% | Reduce -9.2% | 206,648 | $11.3M |
| Capital Fund Management S.A. | 0.14% | Add +531.1% | 204,143 | $11.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 201,432 | $11.1M |
| Ibex Wealth Advisors | 1.42% | Add +0.7% | 194,888 | $10.7M |
| Edgestream Partners, L.P. | 0.36% | New | 193,568 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.0% | 190,110 | $10.4M |
| Financial Counselors Inc. | 0.15% | Reduce -3.1% | 177,709 | $9.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -14.9% | 170,118 | $9.3M |
| Corient Private Wealth LP | 0.01% | Add +5.2% | 166,627 | $9.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -4.5% | 160,693 | $8.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -7.8% | 152,644 | $8.4M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 154,795 | $8.2M |
| Corebridge Financial, Inc. | 0.05% | Reduce -4.7% | 148,150 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +49.4% | 147,756 | $8.1M |
| Sound Income Strategies, LLC | 0.46% | Reduce -22.3% | 143,325 | $7.9M |
| Royce & Associates LP | 0.09% | Reduce -8.5% | 142,756 | $7.8M |
| Nuveen, LLC | 0.00% | — | 828,396 | $7.6M |
| Tectonic Advisors LLC | 0.45% | Add +9.7% | 132,524 | $7.3M |
| California State Teachers Retirement System | 0.01% | Reduce -1.4% | 128,704 | $7.1M |
| Storebrand Asset Management As | 0.02% | Reduce -34.0% | 128,181 | $7.0M |
| Trexquant Investment LP | 0.08% | New | 126,891 | $7.0M |
| Crossmark Global Holdings, Inc. | 0.12% | Add +18.1% | 126,486 | $6.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -7.7% | 119,658 | $6.6M |
| Landscape Capital Management, L.L.C. | 0.58% | New | 118,395 | $6.5M |
| Nordea Investment Management AB | 0.01% | Reduce -1.1% | 117,317 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +328.4% | 113,981 | $6.3M |
| Victory Capital Management Inc. | 0.01% | Add +52.3% | 113,604 | $6.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.9% | 112,623 | $6.2M |
| Barclays PLC | 0.00% | Reduce -15.7% | 112,528 | $6.2M |
| Intech Investment Management LLC | 0.06% | Reduce -38.2% | 112,109 | $6.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +1.4% | 110,939 | $6.1M |
| Rodgers Brothers Inc. | 0.80% | Reduce -0.7% | 109,900 | $6.0M |
| LPL Financial LLC | 0.00% | Add +8.7% | 107,190 | $5.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.6% | 106,137 | $5.8M |
| Comerica Bank | 0.02% | Reduce -5.9% | 104,048 | $5.7M |
| Crawford Investment Counsel Inc. | 0.10% | Add +2.2% | 103,678 | $5.7M |
| Brevan Howard Capital Management LP | 0.16% | New | 103,627 | $5.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +98.1% | 100,601 | $5.7M |
| Ruffer LLP | 0.21% | Add +24.0% | 98,621 | $5.4M |
| Macquarie Group Ltd. | 0.01% | Add +37.5% | 98,456 | $5.4M |
| Cerity Partners LLC | 0.01% | Reduce -17.5% | 95,441 | $5.2M |
| Segall Bryant & Hamill, LLC | 0.08% | Reduce -0.1% | 95,000 | $5.2M |
| Schroder Investment Management Group | 0.01% | Reduce -51.2% | 94,349 | $5.1M |
| Federated Hermes, Inc. | 0.01% | Add +3.3% | 92,862 | $5.1M |
| Redwood Investment Management, LLC | 0.55% | Reduce -9.6% | 92,654 | $5.1M |
| Two Sigma Advisers, LP | 0.01% | New | 90,900 | $5.0M |
| Amundi | 0.00% | Reduce -0.5% | 86,799 | $4.9M |
| State of Wisconsin Investment Board | 0.01% | Reduce -8.4% | 85,053 | $4.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -7.5% | 83,979 | $4.6M |
| Allianz Asset Management GmbH | 0.01% | Add +6.4% | 83,816 | $4.6M |
| Prudential Financial Inc. | 0.01% | Add +63.3% | 76,042 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -4.2% | 82,224 | $4.5M |
| Creative Planning | 0.00% | Add +14.8% | 81,843 | $4.5M |
| Janus Henderson Group PLC | 0.00% | Add +19.0% | 77,156 | $4.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.8% | 75,526 | $4.1M |
| Abacus FCF Advisors LLC | 0.64% | Add +14.8% | 74,038 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +0.8% | 73,982 | $4.1M |
| Engineers Gate Manager LP | 0.07% | New | 70,610 | $3.9M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -4.8% | 68,891 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.1% | 66,873 | $3.7M |
| HSBC Holdings PLC | 0.00% | Add +184.8% | 65,459 | $3.6M |
| Alaska Permanent Fund Corp | 0.05% | No change | 56,639 | $3.4M |
| Amalgamated Bank | 0.03% | Reduce -5.9% | 61,825 | $3.4M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -16.0% | 60,885 | $3.4M |
| KLP Kapitalforvaltning As | 0.02% | Reduce -0.2% | 59,800 | $3.3M |
| State of Alaska, Department of Revenue | 0.04% | Add +0.1% | 58,683 | $3.2M |
| Ontario Teachers Pension Plan Board | 0.05% | Add +139.3% | 58,536 | $3.2M |
| Round Hill Asset Management | 2.22% | Reduce -4.9% | 56,205 | $3.1M |
| Commerce Bank | 0.02% | Add +1.3% | 55,747 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 55,436 | $3.0M |
| Aurora Investment Counsel | 1.69% | Reduce -1.4% | 55,396 | $3.0M |
| Illinois Municipal Retirement Fund | 0.04% | Add +32.2% | 55,248 | $3.0M |
| Kendall Capital Management | 0.88% | Add +4.2% | 54,750 | $3.0M |
| PGGM Investments | 0.04% | No change | 54,159 | $3.0M |
| Rings Capital Management LLC | 1.48% | No change | 53,000 | $2.9M |
| Cetera Investment Advisers | 0.01% | Add +39.7% | 52,532 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -16.0% | 51,981 | $2.9M |
| Agf Management Ltd. | 0.01% | Add +15.2% | 50,545 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.1% | 49,819 | $2.7M |
| American Century Companies Inc. | 0.00% | Reduce -52.2% | 49,408 | $2.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -1.2% | 49,077 | $2.7M |
| Deutsche Bank AG | 0.00% | Add +7.4% | 47,675 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 47,628 | $2.6M |
| Tealwood Asset Management Inc. | 1.20% | Add +0.3% | 47,374 | $2.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -7.7% | 46,953 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -11.0% | 46,542 | $2.6M |
| Auxier Asset Management LLC | 0.38% | Reduce -0.6% | 46,437 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.4% | 46,127 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -11.7% | 44,945 | $2.5M |
| Verition Fund Management LLC | 0.01% | Reduce -47.9% | 44,851 | $2.5M |
| Burney Co./ | 0.09% | Reduce -4.0% | 44,730 | $2.5M |
| Optimist Retirement Group LLC | 1.22% | Add +3.3% | 44,262 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -16.8% | 43,401 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +421.8% | 43,368 | $2.4M |
| Alberta Investment Management Corp | 0.02% | Reduce -53.2% | 42,100 | $2.3M |
| Quantinno Capital Management LP | 0.01% | Reduce -7.5% | 41,460 | $2.3M |
| Human Investing LLC | 0.40% | Reduce -2.4% | 40,947 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -40.1% | 40,703 | $2.2M |
| Andra AP-fonden | 0.04% | New | 39,807 | $2.2M |
| LGT Group Foundation | 0.03% | Add +59.8% | 39,321 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -3.0% | 39,311 | $2.2M |
| M&T Bank Corp | 0.01% | Reduce -2.2% | 39,020 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -69.0% | 38,903 | $2.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | — | 38,800 | $2.1M |
| Caxton Associates LLP | 0.07% | — | 37,972 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.3% | 37,500 | $2.1M |
| Cunning Capital Partners, LP | 1.31% | Reduce -0.6% | 37,360 | $2.1M |
| Maverick Capital | 0.04% | New | 37,265 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 37,204 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -0.6% | 36,070 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 35,700 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.8% | 34,470 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -49.2% | 34,156 | $1.9M |
| Bridgefront Capital, LLC | 0.53% | New | 33,657 | $1.8M |
| Aquatic Capital Management LLC | 0.05% | New | 33,403 | $1.8M |
| South Dakota Investment Council | 0.04% | Reduce -1.5% | 32,862 | $1.8M |
| Ritholtz Wealth Management | 0.05% | Add +1.3% | 32,605 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.0% | 32,140 | $1.8M |
| State of Michigan Retirement System | 0.01% | Reduce -1.2% | 32,068 | $1.8M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +20.4% | 32,036 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +5.7% | 31,995 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +0.4% | 31,554 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +21.4% | 31,414 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.7% | 31,382 | $1.7M |
| F/m Investments LLC | 0.07% | Reduce -4.5% | 30,650 | $1.7M |
| Linden Thomas Advisory Services, LLC | 0.22% | Add +0.1% | 30,409 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -2.3% | 29,761 | $1.6M |
| Kennondale Capital Management LLC | 1.75% | No change | 29,286 | $1.6M |
| New Age Alpha Advisors, LLC | 0.07% | Reduce -6.6% | 29,064 | $1.6M |
| Martingale Asset Management L P | 0.04% | Reduce -2.1% | 28,623 | $1.6M |
| Nebula Research & Development LLC | 0.14% | Add +144.1% | 28,260 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -0.8% | 28,019 | $1.5M |
| Vest Financial, LLC | 0.02% | New | 27,882 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -10.6% | 27,800 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.5% | 27,561 | $1.5M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +114.1% | 27,435 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.5% | 27,224 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -54.6% | 26,557 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -4.1% | 26,336 | $1.4M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -40.7% | 26,156 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +89.6% | 25,922 | $1.4M |
| CSS LLC | 0.28% | Reduce -4.9% | 25,812 | $1.4M |
| Measured Wealth Private Client Group, LLC | 0.45% | Add +12.9% | 25,277 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +148.5% | 24,963 | $1.4M |
| Credit Agricole S A | 0.01% | No change | 24,915 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 24,554 | $1.3M |
| Bayesian Capital Management, LP | 0.22% | Add +69.3% | 24,421 | $1.3M |
| Entropy Technologies, LP | 0.13% | New | 23,991 | $1.3M |
| Asset Management One Co., Ltd. | 0.00% | New | 23,987 | $1.3M |
| Chase Investment Counsel Corp. | 0.48% | Add +14.3% | 24,000 | $1.3M |
| Argyle Capital Management, LLC | 0.47% | No change | 23,233 | $1.3M |
| Huber Capital Management LLC | 0.24% | No change | 23,200 | $1.3M |
| Lecap Asset Management Ltd. | 0.30% | Add +510.6% | 23,179 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -50.8% | 22,913 | $1.3M |
| CWA Asset Management Group, LLC | 0.06% | Add +32.8% | 22,426 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +29.3% | 21,985 | $1.2M |
| Convergence Investment Partners, LLC | 0.33% | Reduce -1.0% | 21,909 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Reduce -4.5% | 21,869 | $1.2M |
| Sovereign's Capital Management, LLC | 0.71% | Add +36.3% | 21,703 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +25.4% | 21,144 | $1.2M |
| Hussman Strategic Advisors, Inc. | 0.28% | No change | 21,000 | $1.2M |
| Ceera Investments, LLC | 0.39% | Reduce -3.4% | 20,510 | $1.1M |
| Quantbot Technologies LP | 0.04% | New | 20,320 | $1.1M |
| Vident Advisory, LLC | 0.02% | Add +0.2% | 20,139 | $1.1M |
| BW Gestao de Investimentos Ltda. | 0.12% | No change | 20,100 | $1.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.13% | No change | 20,026 | $1.1M |
| Oak Thistle LLC | 0.22% | Reduce -34.4% | 20,023 | $1.1M |
| SummitTX Capital, L.P. | 0.05% | — | 19,884 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.3% | 19,827 | $1.1M |
| FORA Capital, LLC | 0.11% | Reduce -3.7% | 19,568 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 19,319 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -19.1% | 19,180 | $1.1M |
| XTX Topco Ltd | 0.05% | New | 18,916 | $1.0M |
| Ethic Inc. | 0.02% | Add +30.4% | 18,249 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Reduce -4.0% | 18,505 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.7% | 18,431 | $1.0M |
| Xponance LLC | 0.01% | Reduce -8.2% | 18,050 | $991K |
| NJ State Employees Deferred Compensation Plan | 0.13% | No change | 18,000 | $988K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 17,942 | $985K |
| MSH Capital Advisors LLC | 0.30% | Add +1.3% | 17,767 | $976K |
| Jefferies Financial Group Inc. | 0.02% | Add +267.8% | 17,499 | $961K |
| Kessler Investment Group, LLC | 0.46% | Reduce -5.9% | 17,245 | $947K |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 17,219 | $945K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.2% | 17,041 | $936K |
| Farther Finance Advisors, LLC | 0.02% | Add +25.8% | 16,543 | $932K |
| Ascent Group, LLC | 0.04% | Add +5.8% | 16,901 | $928K |
| Rockland Trust Co. | 0.05% | No change | 16,866 | $926K |
| Quantessence Capital LLC | 0.23% | New | 16,700 | $917K |
| Ifrah Financial Services, Inc. | 0.26% | Reduce -5.9% | 16,682 | $916K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.4% | 16,601 | $912K |
| Vestcor Inc | 0.03% | Add +104.2% | 16,342 | $897K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.2% | 16,328 | $897K |
| Gsa Capital Partners LLP | 0.08% | New | 16,201 | $890K |
| Lanark Financial, Inc. | 0.08% | — | 16,204 | $889K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.3% | 15,950 | $876K |
| Aigen Investment Management, LP | 0.14% | New | 15,625 | $858K |
| CCM Investment Group, LLC | 0.09% | Add +4.6% | 15,614 | $845K |
| Legacy Bridge, LLC | 0.47% | Reduce -0.1% | 15,265 | $838K |
| Advisory Research Inc. | 0.15% | Add +0.3% | 15,116 | $830K |
| Tidal Investments LLC | 0.01% | Add +19.7% | 15,100 | $829K |
| RBF Capital, LLC | 0.05% | No change | 15,000 | $824K |
| Cwm, LLC | 0.00% | Reduce -29.2% | 14,962 | $822K |
| Choreo, LLC | 0.01% | Reduce -28.1% | 14,758 | $816K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,802 | $813K |
| Range Financial Group LLC | 0.36% | Reduce -0.4% | 14,587 | $801K |
| New York Life Investment Management LLC | 0.01% | Reduce -0.6% | 14,545 | $799K |
| SG Americas Securities, LLC | 0.00% | Add +140.6% | 14,514 | $797K |
| Bokf, NA | 0.01% | Add +11.3% | 14,287 | $784K |
| FIL Ltd | 0.00% | Add +0.3% | 13,709 | $753K |
| Jones Financial Companies LLLP | 0.00% | Add +18.5% | 13,067 | $714K |
| Hancock Whitney Corp. | 0.02% | Add +8.5% | 12,954 | $711K |
| &partners | 0.01% | Add +0.1% | 12,808 | $693K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +22.9% | 12,500 | $686K |
| Affinity Wealth Management LLC | 0.13% | Add +19.3% | 12,337 | $677K |
| US Bancorp \de | 0.00% | Reduce -0.6% | 12,282 | $674K |
| Inceptionr LLC | 0.20% | Reduce -7.6% | 12,163 | $668K |
| Brown Advisory Inc. | 0.00% | Add +1.6% | 11,942 | $656K |
| Aviso Wealth Management | 0.35% | No change | 11,917 | $654K |
| Kovack Advisors, Inc. | 0.07% | New | 11,831 | $650K |
| Journey Strategic Wealth LLC | 0.02% | Add +111.9% | 11,757 | $646K |
| Townsquare Capital LLC | 0.01% | Reduce -9.9% | 11,554 | $634K |
| Occudo Quantitative Strategies LP | 0.08% | Reduce -25.8% | 11,613 | $628K |
| New Vernon Capital Holdings II LLC | 0.33% | No change | 11,314 | $621K |
| Fifth Third Bancorp | 0.00% | Add +3.9% | 10,864 | $597K |
| First Citizens Bank & Trust Co. | 0.02% | Add +2.9% | 10,862 | $596K |
| Tudor Investment Corporation | 0.01% | Reduce -96.3% | 10,792 | $593K |
| CWC Advisors, LLC. | 0.32% | Add +31.9% | 10,359 | $569K |
| Qsemble Capital Management, LP | 0.06% | New | 10,283 | $565K |
| Sunbelt Securities, Inc. | 0.05% | No change | 10,263 | $564K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.9% | 10,165 | $558K |
| Capital Advisory Group Advisory Services, LLC | 0.21% | Reduce -0.7% | 10,112 | $555K |
| Guggenheim Capital LLC | 0.01% | Reduce -9.8% | 10,072 | $553K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,000 | $553K |
| Scotia Capital Inc. | 0.00% | Add +7.7% | 9,979 | $548K |
| Wedmont Private Capital | 0.03% | Reduce -5.1% | 9,116 | $539K |
| Neuberger Berman Group LLC | 0.00% | Reduce -12.0% | 9,804 | $538K |
| Chesley Taft & Associates LLC | 0.03% | Add +3.4% | 9,658 | $530K |
| AE Wealth Management LLC | 0.00% | Reduce -6.3% | 9,413 | $517K |
| Fulton Breakefield Broenniman LLC | 0.04% | Reduce -7.1% | 9,220 | $506K |
| United Services Automobile Association | 0.02% | New | 9,266 | $501K |
| Empirical Finance, LLC | 0.03% | Add +0.9% | 8,833 | $485K |
| Principal Securities, Inc. | 0.01% | No change | 9,104 | $481K |
| TriaGen Wealth Management LLC | 0.17% | Reduce -1.1% | 8,756 | $481K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -4.5% | 8,752 | $481K |
| TD Private Client Wealth LLC | 0.01% | Add +25.6% | 8,745 | $480K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +5.6% | 8,686 | $477K |
| Tradewinds, LLC. | 0.13% | No change | 8,581 | $471K |
| Cresset Asset Management, LLC | 0.00% | Reduce -11.1% | 8,522 | $471K |
| CTC Alternative Strategies, Ltd. | 0.57% | New | 8,460 | $465K |
| Catalyst Funds Management Pty Ltd | 0.12% | New | 8,280 | $455K |
| Advisors Capital Management, LLC | 0.01% | Add +0.2% | 8,275 | $454K |
| Avantax Advisory Services, Inc. | 0.00% | Add +17.5% | 8,121 | $446K |
| IFP Advisors, Inc | 0.01% | Reduce -16.8% | 8,044 | $442K |
| Blue Trust, Inc. | 0.01% | Add +18.0% | 8,013 | $440K |
| Panagora Asset Management Inc. | 0.00% | New | 7,679 | $422K |
| Two Sigma Securities, LLC | 0.06% | New | 7,622 | $419K |
| Jump Financial, LLC | 0.01% | New | 7,584 | $416K |
| Hilltop Holdings Inc. | 0.03% | Add +11.0% | 7,500 | $412K |
| Cibc World Market Inc. | 0.00% | Reduce -8.3% | 7,454 | $409K |
| Utah Retirement Systems | 0.00% | No change | 7,400 | $406K |
| Raiffeisen Bank International AG | 0.01% | Add +46.7% | 7,503 | $406K |
| SageView Advisory Group, LLC | 0.02% | Reduce -2.6% | 7,251 | $398K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 7,197 | $395K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.9% | 7,163 | $393K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -24.6% | 7,154 | $393K |
| Sterling Capital Management LLC | 0.01% | Reduce -71.4% | 7,020 | $385K |
| Counterpoint Mutual Funds LLC | 0.05% | New | 6,857 | $377K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.9% | 6,796 | $373K |
| Leuthold Group, LLC | 0.05% | Reduce -90.9% | 6,718 | $369K |
| Focus Financial Network, Inc. | 0.01% | No change | 6,633 | $367K |
| Csenge Advisory Group | 0.02% | Reduce -6.4% | 5,813 | $366K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.5% | 6,611 | $363K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -8.5% | 6,611 | $363K |
| Park National Corp. | 0.01% | Add +2.1% | 6,601 | $362K |
| Harbour Investments, Inc. | 0.01% | Add +329.6% | 6,530 | $359K |
| Laurion Capital Management LP | 0.03% | New | 6,498 | $357K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 6,486 | $356K |
| Prosperity Consulting Group, LLC | 0.03% | Add +16.6% | 6,454 | $354K |
| Shell Asset Management Co. | 0.02% | Reduce -3.9% | 6,203 | $341K |
| Quadrant Capital Group LLC | 0.01% | Add +349.9% | 6,200 | $340K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -47.4% | 6,180 | $339K |
| MOKAN Wealth Management Inc. | 0.20% | Reduce -12.1% | 6,158 | $338K |
| Waldron Private Wealth LLC | 0.02% | Reduce -56.3% | 6,075 | $336K |
| Silver Coast Investments LLC | 0.13% | Add +25.0% | 6,096 | $335K |
| Arcus Capital Partners, LLC | 0.13% | New | 6,055 | $332K |
| Affinity Capital Advisors, LLC | 0.06% | Reduce -1.0% | 5,500 | $325K |
| AlphaQuest LLC | 0.04% | Reduce -48.5% | 5,864 | $322K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.7% | 5,742 | $317K |
| IHT Wealth Management, LLC | 0.01% | Add +0.6% | 5,773 | $317K |
| KBC Group NV | 0.00% | Reduce -1.0% | 5,780 | $317K |
| Bank of Nova Scotia | 0.00% | Reduce -7.5% | 5,709 | $313K |
| ProShare Advisors LLC | 0.00% | Reduce -11.1% | 5,703 | $313K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 5,660 | $311K |
| Lindenwold Advisors, INC | 0.17% | Reduce -19.7% | 5,610 | $308K |
| Arnhold LLC | 0.03% | No change | 5,600 | $307K |
| EMC Capital Management | 0.18% | No change | 5,512 | $303K |
| UMB Bank, n.a. | 0.01% | Add +16.9% | 5,480 | $301K |
| DGS Capital Management, LLC | 0.08% | Add +26.4% | 5,384 | $296K |
| Centiva Capital, LP | 0.02% | Reduce -65.7% | 5,341 | $293K |
| My Legacy Advisors, LLC | 0.11% | Add +2.2% | 5,236 | $288K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -49.1% | 5,139 | $282K |
| Taylor Hoffman Capital Management LLC | 0.10% | New | 4,972 | $280K |
| Shelton Capital Management | 0.01% | Reduce -3.8% | 5,070 | $278K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | No change | 5,000 | $275K |
| Bard Financial Services, Inc. | 0.03% | No change | 5,000 | $275K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 5,000 | $275K |
| Everett Harris & Co. | 0.00% | No change | 5,000 | $275K |
| Level Four Advisory Services, LLC | 0.01% | No change | 4,961 | $272K |
| Gallacher Capital Management LLC | 0.13% | Reduce -8.6% | 4,871 | $267K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.2% | 4,861 | $267K |
| Intrust Bank NA | 0.03% | Reduce -0.5% | 4,803 | $264K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 4,800 | $264K |
| Cahill Financial Advisors Inc. | 0.04% | Add +9.5% | 4,770 | $262K |
| World Investment Advisors | 0.01% | New | 4,757 | $261K |
| NDVR, Inc. | 0.26% | Reduce -4.1% | 4,673 | $257K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.9% | 4,609 | $253K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +2.0% | 4,582 | $252K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.0% | 4,493 | $247K |
| Convergence Financial, LLC | 0.05% | New | 4,480 | $246K |
| Cannell & Spears LLC | 0.01% | Reduce -12.4% | 4,404 | $242K |
| Impact Partnership Wealth, LLC | 0.05% | New | 4,373 | $240K |
| CIBC Asset Management Inc | 0.00% | Add +2.4% | 4,364 | $240K |
| Jain Global LLC | 0.00% | New | 4,315 | $237K |
| D.A. Davidson & Co. | 0.00% | Reduce -59.7% | 4,295 | $236K |
| Prossimo Advisors, LLC | 0.18% | Add +0.8% | 4,271 | $235K |
| Holocene Advisors, LP | 0.00% | New | 4,265 | $234K |
| PFG Investments, LLC | 0.01% | Add +0.5% | 4,219 | $232K |
| Keybank National Association | 0.00% | Reduce -46.2% | 4,215 | $231K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,207 | $231K |
| HB Wealth Management, LLC | 0.00% | New | 4,196 | $230K |
| Brown Capital Management LLC | 0.01% | Reduce -33.9% | 4,189 | $230K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,180 | $230K |
| Marex Group Ltd | 0.00% | New | 4,175 | $229K |
| Teza Capital Management LLC | 0.10% | Reduce -55.0% | 4,143 | $227K |
| Barnett & Company, Inc. | 0.19% | No change | 4,120 | $226K |
| Banque Cantonale Vaudoise | 0.01% | — | 4,124 | $226K |
| Westshore Wealth, LLC | 0.10% | Reduce -2.1% | 4,086 | $224K |
| National Bank of Canada | 0.00% | Reduce -15.3% | 4,050 | $222K |
| Thrive Wealth Management, LLC | 0.04% | Add +0.1% | 4,045 | $222K |
| 1620 Investment Advisors, Inc. | 0.17% | Reduce -8.6% | 4,021 | $221K |
| Captrust Financial Advisors | 0.00% | Reduce -47.9% | 4,013 | $220K |
| Belmont Capital, LLC | 0.04% | No change | 4,000 | $220K |
| Corient IA LP | 0.16% | — | 4,000 | $220K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,580 | $218K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 4,110 | $217K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.3% | 3,901 | $214K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,871 | $213K |
| Compound Planning, Inc. | 0.01% | New | 3,860 | $212K |
| Next Level Private LLC | 0.08% | New | 3,806 | $209K |
| Eagle Bay Advisors LLC | 0.18% | Reduce -12.7% | 3,777 | $209K |
| Corton Capital Inc. | 0.68% | New | 3,754 | $206K |
| Quadrature Capital Ltd | 0.00% | New | 3,675 | $202K |
| Paladin Advisory Group, LLC | 0.16% | No change | 3,584 | $197K |
| CIBC Private Wealth Group LLC | 0.00% | Add +28.6% | 3,403 | $186K |
| PEAK6 LLC | 0.01% | Reduce -96.9% | 3,237 | $178K |
| Allworth Financial LP | 0.00% | Reduce -23.8% | 3,022 | $178K |
| CI Investments Inc. | 0.00% | Add +2.0% | 3,088 | $170K |
| Arax Advisory Partners | 0.01% | Reduce -6.2% | 2,584 | $142K |
| Private Trust Co. NA | 0.01% | Add +6.3% | 2,426 | $133K |
| Center for Financial Planning, Inc. | 0.02% | No change | 2,303 | $126K |
| Quarry LP | 0.03% | Reduce -38.1% | 2,290 | $126K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +3142.9% | 2,270 | $125K |
| Bessemer Group Inc. | 0.00% | Reduce -14.5% | 2,228 | $122K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +85.4% | 2,191 | $119K |
| Lindbrook Capital, LLC | 0.01% | Add +30.6% | 2,166 | $119K |
| Independence Bank of Kentucky | 0.02% | No change | 2,000 | $110K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,981 | $109K |
| Geneos Wealth Management Inc. | 0.00% | Add +20.7% | 1,706 | $94K |
| Canada Pension Plan Investment Board | 0.00% | New | 1,700 | $93K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,660 | $91K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +11.2% | 1,536 | $84K |
| GAMMA Investing LLC | 0.01% | Add +129.2% | 1,508 | $83K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -33.7% | 1,458 | $81K |
| Richardson Financial Services Inc. | 0.06% | Reduce -1.6% | 1,466 | $80K |
| Walleye Capital LLC | 0.00% | Reduce -97.5% | 1,446 | $79K |
| Parallel Advisors, LLC | 0.00% | Add +6.5% | 1,392 | $76K |
| Covestor Ltd | 0.05% | Add +21.8% | 1,356 | $75K |
| HM Payson & Co. | 0.00% | No change | 1,150 | $63K |
| Continuum Advisory, LLC | 0.01% | Reduce -7.3% | 1,080 | $59K |
| Huntington National Bank | 0.00% | Reduce -27.2% | 1,032 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +152.7% | 1,021 | $56K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -99.0% | 1,013 | $55K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.5% | 845 | $46K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -23.9% | 830 | $46K |
| Assetmark, Inc. | 0.00% | Add +11.9% | 816 | $45K |
| Archer Investment Corp | 0.01% | No change | 800 | $44K |
| Versant Capital Management, Inc | 0.01% | Reduce -5.9% | 785 | $43K |
| Valley National Advisers Inc. | 0.01% | Reduce -3.3% | 800 | $43K |
| Mather Group, Llc. | 0.00% | Add +23.5% | 710 | $39K |
| Smartleaf Asset Management LLC | 0.00% | Add +8.5% | 713 | $39K |
| Nvwm, LLC | 0.01% | No change | 676 | $37K |
| Bogart Wealth, LLC | 0.00% | Add +42.9% | 666 | $37K |
| Penserra Capital Management LLC | 0.00% | Add +4.4% | 661 | $36K |
| PrairieView Partners, LLC | 0.00% | No change | 608 | $33K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -5.6% | 604 | $33K |
| Atwood & Palmer Inc. | 0.00% | No change | 570 | $31K |
| Quent Capital, LLC | 0.00% | Add +0.2% | 567 | $31K |
| Parkside Financial Bank & Trust | 0.00% | No change | 562 | $31K |
| NFSG Corp | 0.01% | No change | 555 | $30K |
| Spire Wealth Management | 0.00% | Reduce -0.8% | 528 | $29K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +16.5% | 523 | $29K |
| Darwin Wealth Management, LLC | 0.01% | No change | 539 | $29K |
| Brooklyn Investment Group | 0.01% | Add +72.2% | 513 | $28K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 500 | $27K |
| SVB Wealth LLC | 0.00% | New | 475 | $26K |
| Signaturefd, LLC | 0.00% | Reduce -80.8% | 465 | $26K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.7% | 441 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +51.6% | 417 | $23K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 406 | $22K |
| Eastern Bank | 0.00% | No change | 401 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -78.0% | 354 | $19K |
| Rossby Financial, LCC | 0.01% | New | 319 | $19K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -81.7% | 57 | $19K |
| CENTRAL TRUST Co | 0.00% | No change | 297 | $16K |
| Whittier Trust Co. | 0.00% | No change | 292 | $16K |
| Pacific Center for Financial Services | 0.00% | No change | 280 | $15K |
| Rise Advisors, LLC | 0.01% | Reduce -32.8% | 269 | $15K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 241 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 241 | $13K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -22.2% | 210 | $12K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -3.6% | 217 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -6.5% | 216 | $12K |
| Motco | 0.00% | New | 210 | $12K |
| Park Square Financial Group, LLC | 0.01% | Reduce -23.6% | 207 | $11K |
| Wayfinding Financial, LLC | 0.00% | New | 206 | $11K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 200 | $11K |
| Abound Wealth Management | 0.00% | No change | 200 | $11K |
| Danske Bank A/S | 0.00% | No change | 200 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Add +5.3% | 180 | $10K |
| FSA Wealth Management LLC | 0.00% | No change | 167 | $9K |
| Garde Capital, Inc. | 0.00% | New | 160 | $9K |
| Grove Bank & Trust | 0.00% | Add +160.3% | 151 | $8K |
| Stephens Consulting, LLC | 0.00% | New | 147 | $8K |
| CoreCap Advisors, LLC | 0.00% | Add +3475.0% | 143 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 135 | $7K |
| Optiver Holding B.V. | 0.00% | New | 133 | $7K |
| Hemington Wealth Management | 0.00% | Add +70.7% | 128 | $7K |
| Clearstead Trust, LLC | 0.00% | New | 124 | $7K |
| LRI Investments, LLC | 0.00% | No change | 121 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -12.3% | 114 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +86.0% | 106 | $6K |
| Curio Wealth, LLC | 0.00% | Reduce -98.8% | 1 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 79 | $4K |
| WealthCollab, LLC | 0.00% | No change | 78 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 75 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 73 | $4K |
| Altshuler Shaham Ltd | 0.00% | Add +2.8% | 73 | $4K |
| Clean Yield Group | 0.00% | No change | 69 | $4K |
| Logan Capital Management Inc. | 0.00% | No change | 64 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 60 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 56 | $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% | No change | 50 | $3K |
| MAI Capital Management | 0.00% | Reduce -47.4% | 50 | $3K |
| Pineridge Advisors LLC | 0.00% | New | 50 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -77.7% | 47 | $3K |
| Headlands Technologies LLC | 0.00% | New | 43 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 42 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 41 | $2K |
| CX Institutional | 0.00% | New | 28 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 28 | $2K |
| Horizon Investments, LLC | 0.00% | Reduce -56.7% | 29 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 29 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +3.7% | 28 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 27 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +242.9% | 24 | $1K |
| Larson Financial Group LLC | 0.00% | Add +14.3% | 24 | $1K |
| Binnacle Investments Inc | 0.00% | — | 21 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 20 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +70.0% | 17 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 18 | $1K |
| WPG Advisers, LLC | 0.00% | New | 16 | $879 |
| State of Wyoming | 0.00% | Add +45.5% | 16 | $879 |
| Greenline Partners, LLC | 0.00% | New | 12 | $659 |
| SouthState Bank Corp | 0.00% | New | 10 | $550 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 10 | $550 |
| West Branch Capital LLC | 0.00% | No change | 8 | $440 |
| First Horizon Advisors, Inc. | 0.00% | No change | 7 | $384 |
| ORG Partners LLC | 0.00% | No change | 6 | $367 |
| Sachetta, LLC | 0.00% | Reduce -53.9% | 6 | $330 |
| Clearstead Advisors, LLC | 0.00% | Reduce -25.0% | 6 | $330 |
| Highline Wealth Partners LLC | 0.00% | New | 6 | $329 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 5 | $275 |
| HFM Investment Advisors, LLC | 0.00% | — | 5 | $275 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $165 |
| True Wealth Design, LLC | 0.00% | Reduce -88.5% | 3 | $165 |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 2 | $110 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 1 | $73 |
| Bellwether Advisors, LLC | 0.00% | No change | 1 | $55 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -96.5% | 1 | $55 |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.