H&R BlockHRB
13F holders, Q2 2025 (June 30)561holders −1
55new positions
61sold out
8famous investors
$54.91avg. 13F price*
At the end of Q2 2025, 561 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, down 1 from Q1 2025. 55 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($885.3M), FMR LLC ($760.2M) and Vanguard Group Inc. ($759.8M). 8 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q2 2025)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $82.7M |
| Exits | 61 | $135.1M |
All 13F filers, Q1 2025 → Q2 2025: 9,274,638 shares bought and 14,028,020 shares sold, net −4,753,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| BlackRock, Inc. | 0.02% | Add +1.3% | 16,128,502 | $885.3M |
| FMR LLC | 0.04% | Reduce -5.8% | 13,850,032 | $760.2M |
| Vanguard Group Inc. | 0.01% | Reduce -2.3% | 13,842,573 | $759.8M |
| Fuller & Thaler Asset Management, Inc. | 0.89% | Reduce -4.2% | 4,432,672 | $243.3M |
| State Street Corp. | 0.01% | Reduce -5.7% | 4,221,017 | $233.3M |
| Boston Partners | 0.20% | Reduce -14.2% | 3,233,854 | $177.5M |
| Lazard Asset Management LLC | 0.27% | Reduce -14.6% | 3,186,469 | $174.9M |
| Geode Capital Management, LLC | 0.01% | Add +5.6% | 2,849,655 | $156.4M |
| Northern Trust Corp. | 0.02% | Reduce -4.9% | 2,480,832 | $136.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.0% | 2,260,257 | $124.1M |
| Wellington Management Group LLP | 0.02% | Add +5.2% | 2,252,526 | $123.6M |
| Morgan Stanley | 0.01% | Reduce -4.4% | 2,054,586 | $112.8M |
| Citadel Advisors | 0.09% | Add +187.1% | 1,834,417 | $100.7M |
| Norges Bank | 0.01% | Add +59.2% | 1,782,215 | $97.8M |
| Qube Research & Technologies Ltd | 0.13% | Add +21.8% | 1,750,760 | $96.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.1% | 1,635,983 | $89.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.6% | 1,630,953 | $89.5M |
| AQR Capital Management | 0.07% | Reduce -9.6% | 1,617,221 | $88.5M |
| LSV Asset Management | 0.21% | Reduce -3.5% | 1,609,281 | $88.3M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +5.5% | 1,598,656 | $87.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +82.5% | 1,548,538 | $85.0M |
| Royal Bank of Canada | 0.02% | Add +20.8% | 1,503,106 | $82.5M |
| D. E. Shaw & Co. | 0.07% | Add +17.9% | 1,134,593 | $62.3M |
| Marshall Wace, LLP | 0.07% | Add +24.6% | 1,091,626 | $59.9M |
| Bank of America Corp. | 0.00% | Reduce -16.9% | 1,012,087 | $55.6M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.0% | 986,597 | $54.2M |
| NewEdge Wealth, LLC | 0.82% | Reduce -5.6% | 954,198 | $52.6M |
| Boston Trust Walden Corp | 0.34% | Add +17.6% | 864,851 | $47.5M |
| Voloridge Investment Management, LLC | 0.17% | Add +42.1% | 863,653 | $47.4M |
| Truist Financial Corp. | 0.07% | Add +6.1% | 813,898 | $44.7M |
| UBS Group AG | 0.01% | Add +2.3% | 756,546 | $41.5M |
| First Trust Advisors LP | 0.03% | Add +12.9% | 741,385 | $40.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.6% | 739,127 | $40.6M |
| Wedge Capital Management L L P | 0.72% | Reduce -5.7% | 737,997 | $40.5M |
| Pacer Advisors, Inc. | 0.10% | Reduce -35.9% | 663,507 | $36.4M |
| Bridgewater Associates | 0.14% | Add +20.7% | 632,818 | $34.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.5% | 615,826 | $33.8M |
| BNP Paribas Financial Markets | 0.03% | Reduce -3.2% | 603,884 | $33.1M |
| Miller Howard Investments Inc. | 0.98% | Add +1.3% | 561,218 | $30.8M |
| Nuveen, LLC | 0.01% | Reduce -38.1% | 512,763 | $28.1M |
| Barclays PLC | 0.01% | Add +341.9% | 497,311 | $27.3M |
| Prevatt Capital Ltd | 8.74% | No change | 460,000 | $25.2M |
| Jane Street Group, LLC | 0.04% | Reduce -29.5% | 456,917 | $25.1M |
| California Public Employees Retirement System | 0.02% | Reduce -17.5% | 432,911 | $23.8M |
| Sei Investments Co. | 0.03% | Add +6.2% | 403,876 | $22.2M |
| Rhumbline Advisers | 0.02% | Reduce -2.0% | 397,828 | $21.8M |
| Invesco Ltd. | 0.00% | Reduce -8.4% | 383,733 | $21.1M |
| Retirement Systems of Alabama | 0.07% | Add +0.2% | 381,020 | $20.9M |
| Acadian Asset Management LLC | 0.04% | New | 377,756 | $20.7M |
| Man Group plc | 0.04% | Reduce -27.2% | 359,462 | $19.7M |
| Voya Investment Management LLC | 0.02% | Add +13.0% | 349,625 | $19.2M |
| Janus Henderson Group PLC | 0.01% | Add +352.7% | 349,276 | $19.2M |
| Swedbank AB | 0.02% | Add +21.3% | 346,150 | $19.0M |
| Millennium Management | 0.02% | Reduce -66.7% | 342,857 | $18.8M |
| Alps Advisors Inc. | 0.10% | Reduce -0.9% | 310,425 | $17.0M |
| Moran Wealth Management, LLC | 0.53% | Reduce -0.3% | 309,526 | $17.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.5% | 303,909 | $16.7M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 286,537 | $15.7M |
| Liontrust Investment Partners LLP | 0.22% | Reduce -13.7% | 276,776 | $15.2M |
| Cubist Systematic Strategies, LLC | 0.16% | New | 266,674 | $14.6M |
| American Century Companies Inc. | 0.01% | Add +425.1% | 259,445 | $14.2M |
| Swiss National Bank | 0.01% | Reduce -3.7% | 255,700 | $14.0M |
| Tudor Investment Corporation | 0.09% | Add +1979.0% | 224,369 | $12.3M |
| Federated Hermes, Inc. | 0.02% | Add +130.4% | 213,993 | $11.7M |
| Ibex Wealth Advisors | 1.18% | Add +3.3% | 201,325 | $11.1M |
| Canada Pension Plan Investment Board | 0.01% | Add +11711.8% | 200,800 | $11.0M |
| Treasurer of the State of North Carolina | 0.04% | Add +80.3% | 200,058 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.5% | 195,528 | $10.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.8% | 186,691 | $10.2M |
| Cambria Investment Management, L.P. | 0.69% | Reduce -10.2% | 185,603 | $10.2M |
| Midwest Trust Co | 0.13% | — | 176,320 | $9.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.5% | 176,204 | $9.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -80.4% | 172,098 | $9.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +0.0% | 170,175 | $9.3M |
| Corient Private Wealth LP | 0.01% | Reduce -0.3% | 166,168 | $9.1M |
| HSBC Holdings PLC | 0.01% | Add +151.4% | 164,564 | $9.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +0.3% | 161,153 | $8.8M |
| Two Sigma Investments, LP | 0.02% | Reduce -41.9% | 153,225 | $8.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 154,795 | $8.4M |
| Two Sigma Advisers, LP | 0.02% | Add +68.1% | 152,800 | $8.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.6% | 151,679 | $8.3M |
| Point72 Asset Management | 0.02% | New | 149,900 | $8.2M |
| Bank of Montreal | 0.00% | Add +427.9% | 147,921 | $8.1M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -88.5% | 147,826 | $8.1M |
| Landscape Capital Management, L.L.C. | 0.62% | Add +22.2% | 144,653 | $7.9M |
| Tectonic Advisors LLC | 0.46% | Add +8.7% | 144,047 | $7.9M |
| California State Teachers Retirement System | 0.01% | Reduce -0.3% | 128,301 | $7.0M |
| Ruffer LLP | 0.30% | Add +27.4% | 125,597 | $6.9M |
| Franklin Resources Inc. | 0.00% | Reduce -60.6% | 124,572 | $6.8M |
| Crossmark Global Holdings, Inc. | 0.11% | Reduce -4.3% | 121,071 | $6.6M |
| Nordea Investment Management AB | 0.01% | Reduce -1.1% | 116,020 | $6.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +338.6% | 113,705 | $6.2M |
| Capital Fund Management S.A. | 0.07% | Reduce -44.9% | 112,516 | $6.2M |
| Engineers Gate Manager LP | 0.08% | Add +57.7% | 111,331 | $6.1M |
| Twinbeech Capital LP | 0.14% | New | 108,591 | $6.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -63.5% | 108,500 | $6.0M |
| Prudential Financial Inc. | 0.01% | Add +31.1% | 99,666 | $5.9M |
| Storebrand Asset Management As | 0.02% | Reduce -15.6% | 108,181 | $5.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.4% | 107,640 | $5.9M |
| Mackenzie Financial Corp. | 0.01% | Add +302.9% | 106,993 | $5.9M |
| Comerica Bank | 0.02% | Add +2.8% | 106,982 | $5.9M |
| Crawford Investment Counsel Inc. | 0.10% | Reduce -2.6% | 101,004 | $5.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.5% | 100,306 | $5.5M |
| Rodgers Brothers Inc. | 0.69% | Reduce -9.1% | 99,900 | $5.5M |
| Allianz Asset Management GmbH | 0.01% | Add +17.1% | 98,144 | $5.4M |
| Jacobs Levy Equity Management, Inc. | 0.02% | New | 98,134 | $5.4M |
| GMO | 0.02% | Reduce -64.2% | 97,904 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +0.5% | 95,911 | $5.3M |
| Segall Bryant & Hamill, LLC | 0.07% | No change | 95,000 | $5.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -20.7% | 94,844 | $5.2M |
| National Bank of Canada | 0.01% | Add +2225.8% | 94,197 | $5.2M |
| Verition Fund Management LLC | 0.03% | Add +106.8% | 92,737 | $5.1M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | Add +369.1% | 90,635 | $5.0M |
| Campbell & CO Investment Adviser LLC | 0.31% | Add +292.3% | 89,888 | $4.9M |
| Intech Investment Management LLC | 0.05% | Reduce -19.9% | 89,765 | $4.9M |
| Amundi | 0.00% | Add +1.1% | 87,712 | $4.9M |
| Schroder Investment Management Group | 0.00% | Reduce -6.1% | 88,576 | $4.9M |
| Redwood Investment Management, LLC | 0.51% | Reduce -5.6% | 87,449 | $4.8M |
| Blue Whale Capital LLP | 0.31% | Reduce -84.5% | 86,990 | $4.8M |
| Illinois Municipal Retirement Fund | 0.06% | Add +57.0% | 86,742 | $4.8M |
| New York State Common Retirement Fund | 0.01% | No change | 83,979 | $4.6M |
| Jump Financial, LLC | 0.06% | Add +988.1% | 82,519 | $4.5M |
| Creative Planning | 0.00% | Reduce -0.1% | 81,801 | $4.5M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -0.8% | 81,599 | $4.5M |
| Royce & Associates LP | 0.04% | Reduce -44.3% | 79,456 | $4.4M |
| Nisa Investment Advisors, LLC | 0.02% | Add +28.8% | 78,415 | $4.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -7.3% | 78,843 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -32.0% | 77,224 | $4.2M |
| ING Groep NV | 0.03% | New | 76,600 | $4.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +2.8% | 76,019 | $4.2M |
| Abacus FCF Advisors LLC | 0.58% | Add +1.7% | 75,326 | $4.1M |
| Quantinno Capital Management LP | 0.02% | Add +78.5% | 73,992 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -52.2% | 70,680 | $3.9M |
| Empowered Funds, LLC | 0.04% | Reduce -70.0% | 68,423 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.3% | 67,738 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.4% | 66,578 | $3.7M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -82.3% | 64,905 | $3.6M |
| LPL Financial LLC | 0.00% | Reduce -40.9% | 63,358 | $3.5M |
| Amalgamated Bank | 0.03% | Add +1.2% | 62,580 | $3.4M |
| Kendall Capital Management | 0.91% | Add +14.0% | 62,420 | $3.4M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.2% | 57,968 | $3.2M |
| HRT Financial LP | 0.01% | Reduce -88.1% | 57,453 | $3.2M |
| Aurora Investment Counsel | 1.62% | Add +1.1% | 56,026 | $3.1M |
| Round Hill Asset Management | 2.07% | Reduce -0.8% | 55,731 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 55,436 | $3.0M |
| Agf Management Ltd. | 0.01% | Add +5.4% | 53,264 | $2.9M |
| Trexquant Investment LP | 0.03% | Reduce -58.2% | 53,077 | $2.9M |
| Rings Capital Management LLC | 1.41% | No change | 53,000 | $2.9M |
| Bank of Nova Scotia | 0.01% | Add +794.6% | 51,071 | $2.8M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +3.0% | 50,553 | $2.8M |
| Caxton Associates LLP | 0.07% | Add +28.3% | 48,719 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 47,628 | $2.6M |
| Auxier Asset Management LLC | 0.37% | Reduce -0.4% | 46,259 | $2.5M |
| Tealwood Asset Management Inc. | 1.12% | Reduce -2.9% | 46,001 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.3% | 45,885 | $2.5M |
| Burney Co./ | 0.09% | Add +2.5% | 45,842 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.5% | 45,428 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 44,945 | $2.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -56.4% | 43,871 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -14.9% | 44,250 | $2.4M |
| Deutsche Bank AG | 0.00% | Reduce -9.1% | 43,320 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -0.3% | 43,254 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -13.4% | 43,128 | $2.4M |
| Commerce Bank | 0.01% | Reduce -22.7% | 43,110 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -28.9% | 42,500 | $2.3M |
| Optimist Retirement Group LLC | 1.08% | Reduce -6.8% | 41,235 | $2.3M |
| Teacher Retirement System of Texas | 0.01% | Add +5.0% | 40,852 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.4% | 40,313 | $2.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -13.4% | 40,292 | $2.2M |
| Holocene Advisors, LP | 0.01% | Add +835.9% | 39,915 | $2.2M |
| Andra AP-fonden | 0.03% | No change | 39,807 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -0.6% | 39,063 | $2.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | No change | 38,800 | $2.1M |
| Horizon Investments, LLC | 0.03% | Add +132851.7% | 38,556 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.3% | 37,997 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.5% | 37,700 | $2.1M |
| Cunning Capital Partners, LP | 1.07% | No change | 37,360 | $2.1M |
| Human Investing LLC | 0.32% | Reduce -9.3% | 37,150 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -6.8% | 36,359 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +3.6% | 35,392 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +2.0% | 35,167 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -19.2% | 35,051 | $1.9M |
| Vest Financial, LLC | 0.03% | Add +25.7% | 35,041 | $1.9M |
| Ontario Teachers Pension Plan Board | 0.04% | Reduce -40.4% | 34,906 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +9.2% | 34,469 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.5% | 34,398 | $1.9M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -67.4% | 33,755 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | Reduce -5.9% | 33,600 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -38.0% | 32,555 | $1.8M |
| XTX Topco Ltd | 0.07% | Add +72.0% | 32,543 | $1.8M |
| Natixis | 0.01% | New | 32,320 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +2.8% | 32,284 | $1.8M |
| Ritholtz Wealth Management | 0.04% | Reduce -1.0% | 32,281 | $1.8M |
| State of Michigan Retirement System | 0.01% | Add +0.3% | 32,168 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 31,522 | $1.7M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -2.2% | 31,336 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.8% | 30,601 | $1.7M |
| Centiva Capital, LP | 0.11% | Add +470.9% | 30,490 | $1.7M |
| Algert Global LLC | 0.03% | New | 30,200 | $1.7M |
| Linden Thomas Advisory Services, LLC | 0.18% | Reduce -0.7% | 30,192 | $1.7M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +10.0% | 30,179 | $1.7M |
| Pinebridge Investments, L.P. | 0.01% | Add +14.8% | 30,033 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +84.0% | 29,354 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.4% | 29,891 | $1.6M |
| CWA Asset Management Group, LLC | 0.07% | Add +31.8% | 29,561 | $1.6M |
| Kennondale Capital Management LLC | 1.64% | No change | 29,286 | $1.6M |
| New Age Alpha Advisors, LLC | 0.07% | Add +0.4% | 29,184 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +194.5% | 28,871 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.7% | 28,569 | $1.6M |
| LGT Group Foundation | 0.02% | Reduce -28.1% | 28,289 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 27,800 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -32.3% | 27,566 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.7% | 27,424 | $1.5M |
| Caisse de depot et placement du Quebec | 0.00% | New | 26,717 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Add +145.2% | 26,631 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -1.3% | 25,994 | $1.4M |
| Sciencast Management LP | 0.29% | New | 25,908 | $1.4M |
| Sovereign's Capital Management, LLC | 0.76% | Add +19.2% | 25,863 | $1.4M |
| Measured Wealth Private Client Group, LLC | 0.42% | Add +2.3% | 25,856 | $1.4M |
| Qsemble Capital Management, LP | 0.14% | Add +151.4% | 25,850 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -12.8% | 24,973 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +235.7% | 24,019 | $1.3M |
| Chase Investment Counsel Corp. | 0.42% | No change | 24,000 | $1.3M |
| Castlekeep Investment Advisors LLC | 0.64% | New | 23,705 | $1.3M |
| Vident Advisory, LLC | 0.01% | Add +15.9% | 23,337 | $1.3M |
| Argyle Capital Management, LLC | 0.46% | No change | 23,233 | $1.3M |
| Huber Capital Management LLC | 0.22% | No change | 23,200 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -6.1% | 23,052 | $1.3M |
| Fox Run Management, L.L.C. | 0.20% | New | 21,748 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | Reduce -88.9% | 21,569 | $1.2M |
| Quantbot Technologies LP | 0.03% | Add +4.0% | 21,141 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.4% | 20,860 | $1.1M |
| Ethic Inc. | 0.02% | Add +12.9% | 20,603 | $1.1M |
| Ceera Investments, LLC | 0.34% | No change | 20,510 | $1.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +14.1% | 20,476 | $1.1M |
| Macquarie Group Ltd. | 0.00% | Reduce -79.8% | 19,900 | $1.1M |
| Lecap Asset Management Ltd. | 0.38% | Reduce -14.7% | 19,770 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.5% | 19,732 | $1.1M |
| CSS LLC | 0.20% | Reduce -24.3% | 19,547 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.9% | 19,522 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.4% | 19,327 | $1.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.09% | Reduce -3.8% | 19,258 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -0.2% | 19,135 | $1.1M |
| Wbi Investments, LLC | 0.27% | New | 18,957 | $1.0M |
| Convergence Investment Partners, LLC | 0.26% | Reduce -13.7% | 18,906 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 18,591 | $1.0M |
| Nomura Holdings Inc. | 0.01% | New | 18,403 | $1.0M |
| Neo Ivy Capital Management | 0.32% | New | 18,292 | $1.0M |
| Kessler Investment Group, LLC | 0.41% | Add +5.9% | 18,262 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.0% | 18,125 | $995K |
| NJ State Employees Deferred Compensation Plan | 0.12% | No change | 18,000 | $988K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 18,000 | $988K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.17% | New | 17,903 | $983K |
| MSH Capital Advisors LLC | 0.28% | Reduce -0.2% | 17,734 | $973K |
| Choreo, LLC | 0.01% | Add +18.2% | 17,443 | $964K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.9% | 17,244 | $947K |
| Xponance LLC | 0.01% | Reduce -4.8% | 17,180 | $943K |
| Rockland Trust Co. | 0.05% | No change | 16,866 | $926K |
| Ascent Group, LLC | 0.04% | Reduce -2.3% | 16,511 | $906K |
| Ifrah Financial Services, Inc. | 0.25% | Reduce -1.1% | 16,500 | $906K |
| Vestcor Inc | 0.03% | No change | 16,342 | $897K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -1.5% | 16,288 | $894K |
| Advisory Research Inc. | 0.14% | Add +7.3% | 16,220 | $890K |
| Point72 Hong Kong Ltd | 0.06% | New | 16,209 | $890K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 16,195 | $889K |
| QRG Capital Management, Inc. | 0.01% | Reduce -26.0% | 16,180 | $888K |
| Tidal Investments LLC | 0.01% | Add +4.1% | 15,721 | $863K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +25.4% | 15,681 | $861K |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.7% | 15,553 | $854K |
| South Dakota Investment Council | 0.02% | Reduce -53.4% | 15,301 | $840K |
| MML Investors Services, LLC | 0.00% | Reduce -27.6% | 15,312 | $840K |
| Legacy Bridge, LLC | 0.40% | No change | 15,265 | $838K |
| Cwm, LLC | 0.00% | Add +1.3% | 15,159 | $832K |
| RBF Capital, LLC | 0.04% | No change | 15,000 | $823K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.2% | 14,963 | $821K |
| SummitTX Capital, L.P. | 0.04% | Reduce -24.9% | 14,942 | $820K |
| Claret Asset Management Corp | 0.11% | New | 14,874 | $816K |
| Range Financial Group LLC | 0.31% | Reduce -0.3% | 14,543 | $798K |
| Bayforest Capital Ltd | 0.34% | New | 14,303 | $785K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -3.5% | 14,290 | $784K |
| New York Life Investment Management LLC | 0.01% | Reduce -4.5% | 13,896 | $763K |
| Jones Financial Companies LLLP | 0.00% | Add +4.3% | 13,624 | $747K |
| Hancock Whitney Corp. | 0.01% | Add +4.4% | 13,526 | $742K |
| Journey Strategic Wealth LLC | 0.02% | Add +12.0% | 13,171 | $723K |
| FIL Ltd | 0.00% | Reduce -4.1% | 13,146 | $722K |
| &partners | 0.01% | Add +2.5% | 13,133 | $721K |
| Affinity Wealth Management LLC | 0.11% | Add +2.5% | 12,649 | $694K |
| US Bancorp \de | 0.00% | Add +0.5% | 12,340 | $677K |
| Aviso Wealth Management | 0.31% | No change | 11,917 | $654K |
| Curi Capital, LLC | 0.01% | New | 11,711 | $647K |
| Inceptionr LLC | 0.15% | Reduce -5.1% | 11,538 | $633K |
| Bridgefront Capital, LLC | 0.17% | Reduce -66.0% | 11,439 | $628K |
| Fifth Third Bancorp | 0.00% | Add +0.0% | 10,868 | $597K |
| CWC Advisors, LLC. | 0.30% | Add +2.4% | 10,610 | $582K |
| Picton Mahoney Asset Management | 0.01% | Add +58516.7% | 10,551 | $580K |
| Securian Asset Management, Inc. | 0.02% | No change | 10,165 | $558K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,000 | $553K |
| Capital Advisory Group Advisory Services, LLC | 0.20% | Reduce -1.2% | 9,988 | $548K |
| Sunbelt Securities, Inc. | 0.05% | No change | 10,263 | $542K |
| Guggenheim Capital LLC | 0.00% | Reduce -2.2% | 9,852 | $541K |
| Farringdon Capital, Ltd. | 0.18% | New | 9,838 | $540K |
| Chesley Taft & Associates LLC | 0.02% | Add +1.3% | 9,786 | $537K |
| Point72 (DIFC) Ltd | 0.04% | New | 9,673 | $531K |
| Credit Industriel Et Commercial | 0.11% | New | 9,493 | $521K |
| AE Wealth Management LLC | 0.00% | Reduce -0.3% | 9,387 | $515K |
| Aviva PLC | 0.00% | New | 9,335 | $512K |
| Wedmont Private Capital | 0.02% | Add +1.1% | 9,213 | $512K |
| Brown Advisory Inc. | 0.00% | Reduce -22.0% | 9,314 | $511K |
| Daiwa Securities Group Inc. | 0.00% | New | 9,300 | $510K |
| Sherbrooke Park Advisers LLC | 0.22% | New | 9,113 | $500K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -1.2% | 9,110 | $500K |
| Blue Trust, Inc. | 0.01% | Add +12.0% | 8,972 | $492K |
| Merit Financial Group, LLC | 0.01% | Add +30.3% | 8,856 | $486K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.3% | 8,714 | $478K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,686 | $477K |
| TriaGen Wealth Management LLC | 0.14% | Reduce -0.9% | 8,679 | $476K |
| Gallacher Capital Management LLC | 0.22% | Add +74.5% | 8,502 | $467K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -3.8% | 8,419 | $462K |
| Advisors Capital Management, LLC | 0.01% | Add +1.2% | 8,372 | $460K |
| Sterling Capital Management LLC | 0.01% | Add +18.9% | 8,347 | $458K |
| Bayesian Capital Management, LP | 0.07% | Reduce -65.9% | 8,321 | $457K |
| Impact Partnership Wealth, LLC | 0.08% | Add +86.9% | 8,175 | $449K |
| IFP Advisors, Inc | 0.01% | Reduce -7.6% | 7,436 | $441K |
| AdvisorShares Investments LLC | 0.08% | New | 8,000 | $439K |
| Petrus Trust Company, LTA | 0.04% | New | 7,644 | $420K |
| Convergence Financial, LLC | 0.07% | Add +67.8% | 7,518 | $413K |
| SageView Advisory Group, LLC | 0.02% | Reduce -1.1% | 7,170 | $399K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.5% | 7,198 | $395K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Reduce -0.5% | 7,159 | $393K |
| Utah Retirement Systems | 0.00% | Reduce -5.3% | 7,009 | $385K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -14.0% | 6,986 | $383K |
| Quadrant Capital Group LLC | 0.01% | Add +8.8% | 6,744 | $370K |
| Leuthold Group, LLC | 0.04% | No change | 6,718 | $369K |
| Panagora Asset Management Inc. | 0.00% | Reduce -12.6% | 6,713 | $368K |
| Focus Financial Network, Inc. | 0.01% | No change | 6,633 | $367K |
| Harbour Investments, Inc. | 0.01% | Add +1.2% | 6,609 | $363K |
| Park National Corp. | 0.01% | Reduce -1.3% | 6,515 | $358K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,486 | $356K |
| Silver Coast Investments LLC | 0.13% | Add +5.5% | 6,428 | $353K |
| Entropy Technologies, LP | 0.03% | Reduce -73.4% | 6,388 | $351K |
| Gsa Capital Partners LLP | 0.02% | Reduce -60.6% | 6,385 | $350K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -3.0% | 6,257 | $343K |
| MOKAN Wealth Management Inc. | 0.19% | Add +0.7% | 6,199 | $340K |
| Waldron Private Wealth LLC | 0.01% | No change | 6,075 | $336K |
| Headlands Technologies LLC | 0.04% | Add +13920.9% | 6,029 | $331K |
| ProShare Advisors LLC | 0.00% | Add +4.1% | 5,936 | $326K |
| IHT Wealth Management, LLC | 0.01% | Add +1.9% | 5,884 | $323K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.7% | 5,780 | $319K |
| Arnhold LLC | 0.03% | No change | 5,600 | $307K |
| Diversified Trust Co. | 0.01% | New | 5,582 | $306K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.8% | 5,560 | $305K |
| Sound Income Strategies, LLC | 0.02% | Reduce -96.1% | 5,549 | $305K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +31.0% | 5,511 | $302K |
| Shell Asset Management Co. | 0.01% | Reduce -11.2% | 5,509 | $302K |
| Affinity Capital Advisors, LLC | 0.05% | No change | 5,500 | $302K |
| Lindenwold Advisors, INC | 0.15% | Reduce -4.3% | 5,367 | $295K |
| My Legacy Advisors, LLC | 0.10% | Reduce -1.3% | 5,166 | $293K |
| Banque Cantonale Vaudoise | 0.01% | Add +29.1% | 5,324 | $292K |
| DGS Capital Management, LLC | 0.06% | Reduce -1.8% | 5,290 | $290K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -20.1% | 5,283 | $290K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,182 | $284K |
| Jain Global LLC | 0.00% | Add +19.8% | 5,170 | $284K |
| Captrust Financial Advisors | 0.00% | Add +28.1% | 5,140 | $282K |
| SG Americas Securities, LLC | 0.00% | Reduce -65.4% | 5,018 | $275K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | No change | 5,000 | $274K |
| Bard Financial Services, Inc. | 0.03% | No change | 5,000 | $274K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 5,000 | $274K |
| Everett Harris & Co. | 0.00% | No change | 5,000 | $274K |
| Arcus Capital Partners, LLC | 0.12% | Reduce -17.6% | 4,989 | $274K |
| Allworth Financial LP | 0.00% | Add +64.8% | 4,979 | $273K |
| Taylor Hoffman Capital Management LLC | 0.09% | No change | 4,972 | $273K |
| UMB Bank, n.a. | 0.00% | Reduce -9.6% | 4,954 | $272K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.2% | 4,953 | $272K |
| Two Sigma Securities, LLC | 0.03% | Reduce -36.2% | 4,862 | $267K |
| NDVR, Inc. | 0.25% | Add +3.2% | 4,824 | $265K |
| Intrust Bank NA | 0.02% | No change | 4,803 | $264K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 4,800 | $263K |
| Shelton Capital Management | 0.01% | Reduce -6.3% | 4,748 | $261K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.3% | 4,522 | $248K |
| Compound Planning, Inc. | 0.01% | Add +16.0% | 4,478 | $246K |
| Cibc World Market Inc. | 0.00% | Reduce -40.6% | 4,431 | $243K |
| Cannell & Spears LLC | 0.00% | Add +0.1% | 4,409 | $242K |
| CIBC Asset Management Inc | 0.00% | No change | 4,364 | $240K |
| D.A. Davidson & Co. | 0.00% | Add +0.8% | 4,327 | $238K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -4.6% | 4,288 | $235K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -30.8% | 4,279 | $235K |
| Walleye Capital LLC | 0.00% | Add +194.3% | 4,255 | $234K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -98.5% | 4,242 | $233K |
| HB Wealth Management, LLC | 0.00% | Add +0.3% | 4,208 | $231K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,180 | $229K |
| Vise Technologies, Inc. | 0.01% | — | 4,175 | $229K |
| 1620 Investment Advisors, Inc. | 0.16% | Add +2.6% | 4,126 | $227K |
| Barnett & Company, Inc. | 0.18% | No change | 4,120 | $226K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 4,110 | $226K |
| Prossimo Advisors, LLC | 0.18% | Reduce -4.7% | 4,070 | $223K |
| Westshore Wealth, LLC | 0.09% | Reduce -0.6% | 4,060 | $223K |
| Thrive Wealth Management, LLC | 0.04% | Add +0.2% | 4,054 | $223K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.5% | 4,044 | $222K |
| PFG Investments, LLC | 0.01% | Reduce -4.3% | 4,039 | $222K |
| Belmont Capital, LLC | 0.03% | No change | 4,000 | $220K |
| Corient IA LP | 0.13% | No change | 4,000 | $220K |
| Csenge Advisory Group | 0.01% | Reduce -33.7% | 3,854 | $219K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.6% | 3,982 | $219K |
| AlphaStar Capital Management, LLC | 0.02% | New | 3,945 | $217K |
| Brown Capital Management LLC | 0.01% | Reduce -6.5% | 3,915 | $215K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -19.2% | 3,854 | $212K |
| Next Level Private LLC | 0.07% | Add +0.7% | 3,832 | $210K |
| Eagle Bay Advisors LLC | 0.17% | Add +0.1% | 3,779 | $209K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -2.9% | 3,789 | $208K |
| Keybank National Association | 0.00% | Reduce -12.6% | 3,685 | $202K |
| Paladin Advisory Group, LLC | 0.15% | No change | 3,584 | $197K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.5% | 3,487 | $191K |
| KBC Group NV | 0.00% | Reduce -41.4% | 3,387 | $186K |
| STRS Ohio | 0.00% | New | 3,169 | $174K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | New | 2,955 | $162K |
| EMC Capital Management | 0.09% | Reduce -47.1% | 2,917 | $160K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +25.3% | 2,745 | $150K |
| Arax Advisory Partners | 0.01% | Reduce -1.8% | 2,537 | $140K |
| Medallion Wealth Advisors, LLC | 0.05% | New | 2,400 | $134K |
| CI Investments Inc. | 0.00% | Reduce -23.2% | 2,371 | $130K |
| Summit Securities Group LLC | 0.05% | New | 2,358 | $129K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,303 | $126K |
| Private Trust Co. NA | 0.01% | Reduce -5.9% | 2,283 | $125K |
| State of Wyoming | 0.02% | Add +13962.5% | 2,250 | $124K |
| Bessemer Group Inc. | 0.00% | Add +0.4% | 2,236 | $123K |
| GAMMA Investing LLC | 0.01% | Add +43.2% | 2,160 | $119K |
| Independence Bank of Kentucky | 0.02% | No change | 2,000 | $110K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,982 | $109K |
| Global Retirement Partners, LLC | 0.00% | — | 1,917 | $105K |
| Glenmede Investment Management, LP | 0.00% | — | 1,769 | $97K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,660 | $91K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,536 | $84K |
| Parallel Advisors, LLC | 0.00% | Add +9.6% | 1,526 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +46.0% | 1,491 | $82K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -35.2% | 1,470 | $81K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +133.3% | 1,409 | $77K |
| Richardson Financial Services Inc. | 0.05% | Reduce -8.3% | 1,345 | $75K |
| Huntington National Bank | 0.00% | Add +31.7% | 1,359 | $75K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,343 | $74K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -21.1% | 1,346 | $74K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -9.9% | 1,314 | $73K |
| Brooklyn Investment Group | 0.01% | Add +145.0% | 1,257 | $69K |
| Smartleaf Asset Management LLC | 0.01% | Add +72.0% | 1,226 | $67K |
| HM Payson & Co. | 0.00% | No change | 1,150 | $63K |
| Covestor Ltd | 0.04% | Reduce -17.9% | 1,113 | $61K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +6.8% | 1,082 | $59K |
| Assetmark, Inc. | 0.00% | Add +31.3% | 1,071 | $59K |
| Danske Bank A/S | 0.00% | Add +409.0% | 1,018 | $56K |
| Employees Retirement System of Texas | 0.00% | New | 1,000 | $55K |
| Principal Securities, Inc. | 0.00% | Reduce -89.7% | 937 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +119.2% | 914 | $50K |
| Bogart Wealth, LLC | 0.00% | Add +30.0% | 866 | $48K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 830 | $46K |
| Versant Capital Management, Inc | 0.01% | Add +4.6% | 821 | $45K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.0% | 820 | $45K |
| Archer Investment Corp | 0.01% | No change | 800 | $44K |
| Valley National Advisers Inc. | 0.01% | No change | 800 | $43K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +100.8% | 711 | $39K |
| Penserra Capital Management LLC | 0.00% | Add +8.5% | 717 | $39K |
| Nvwm, LLC | 0.01% | No change | 676 | $37K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.06% | New | 657 | $36K |
| Signaturefd, LLC | 0.00% | Add +40.0% | 651 | $36K |
| WPG Advisers, LLC | 0.03% | Add +3825.0% | 628 | $34K |
| PrairieView Partners, LLC | 0.00% | No change | 608 | $33K |
| Atwood & Palmer Inc. | 0.00% | No change | 570 | $31K |
| Parkside Financial Bank & Trust | 0.00% | No change | 562 | $31K |
| Spire Wealth Management | 0.00% | Reduce -0.2% | 527 | $29K |
| MAI Capital Management | 0.00% | Add +912.0% | 506 | $28K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 500 | $27K |
| Operose Advisors LLC | 0.01% | New | 500 | $27K |
| NFSG Corp | 0.00% | Reduce -9.9% | 500 | $27K |
| Quarry LP | 0.01% | Reduce -79.5% | 470 | $26K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -14.2% | 449 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +473.3% | 430 | $24K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 406 | $22K |
| Eastern Bank | 0.00% | Reduce -0.3% | 400 | $22K |
| Harbor Asset Planning, Inc. | 0.02% | — | 379 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -14.7% | 376 | $21K |
| Whipplewood Advisors, LLC | 0.01% | Add +521.0% | 354 | $19K |
| Larson Financial Group LLC | 0.00% | Add +1266.7% | 328 | $18K |
| Hillsdale Investment Management Inc. | 0.00% | New | 300 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 297 | $16K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +531.9% | 297 | $16K |
| Pacific Center for Financial Services | 0.00% | No change | 280 | $15K |
| Optiver Holding B.V. | 0.00% | Add +105.3% | 273 | $15K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 272 | $15K |
| Tsfg, LLC | 0.00% | New | 253 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Add +782.1% | 247 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 241 | $13K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 241 | $13K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +9.1% | 229 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.7% | 224 | $12K |
| Clearstead Advisors, LLC | 0.00% | Add +3533.3% | 218 | $12K |
| Abound Wealth Management | 0.00% | No change | 200 | $11K |
| Bell Investment Advisors, Inc | 0.00% | No change | 180 | $10K |
| Grove Bank & Trust | 0.00% | Add +13.3% | 171 | $9K |
| GoalVest Advisory LLC | 0.00% | New | 170 | $9K |
| FSA Wealth Management LLC | 0.00% | No change | 167 | $9K |
| Hemington Wealth Management | 0.00% | Add +28.1% | 164 | $9K |
| Garde Capital, Inc. | 0.00% | No change | 160 | $9K |
| Whittier Trust Co. | 0.00% | Reduce -50.0% | 146 | $8K |
| Centennial Bank | 0.00% | New | 140 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 135 | $7K |
| Essential Partners LLC | 0.00% | — | 134 | $7K |
| Clearstead Trust, LLC | 0.00% | No change | 124 | $7K |
| LRI Investments, LLC | 0.00% | No change | 121 | $7K |
| Stephens Consulting, LLC | 0.00% | Reduce -19.7% | 118 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 114 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +7.5% | 114 | $6K |
| Dogwood Wealth Management LLC | 0.00% | New | 108 | $6K |
| Park Square Financial Group, LLC | 0.00% | Reduce -49.8% | 104 | $6K |
| Rossby Financial, LCC | 0.00% | Reduce -69.3% | 98 | $5K |
| Pandora Wealth, Inc. | 0.00% | New | 96 | $5K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -83.5% | 89 | $5K |
| Curio Wealth, LLC | 0.00% | Add +8500.0% | 86 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | — | 79 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 79 | $4K |
| WealthCollab, LLC | 0.00% | No change | 78 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Add +985.7% | 76 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -1.4% | 72 | $4K |
| Altshuler Shaham Ltd | 0.00% | Reduce -2.7% | 71 | $4K |
| Clean Yield Group | 0.00% | No change | 69 | $4K |
| Logan Capital Management Inc. | 0.00% | Add +1.6% | 65 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 60 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 56 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 58 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 53 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 52 | $3K |
| Nova Wealth Management, Inc. | 0.00% | New | 50 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 50 | $3K |
| Binnacle Investments Inc | 0.00% | Add +114.3% | 45 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 42 | $2K |
| Bokf, NA | 0.00% | Reduce -99.7% | 42 | $2K |
| Ameriflex Group, Inc. | 0.00% | New | 41 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 41 | $2K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 38 | $2K |
| CX Institutional | 0.00% | No change | 28 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 29 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -3.6% | 27 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 27 | $1K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -48.0% | 26 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 20 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 18 | $989 |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $929 |
| Cromwell Holdings LLC | 0.00% | New | 16 | $884 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.7% | 16 | $879 |
| Maseco LLP | 0.00% | — | 13 | $713 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +100.0% | 10 | $549 |
| True Wealth Design, LLC | 0.00% | Add +233.3% | 10 | $549 |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +400.0% | 10 | $549 |
| SouthState Bank Corp | 0.00% | No change | 10 | $549 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -95.4% | 10 | $549 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +200.0% | 9 | $496 |
| HFM Investment Advisors, LLC | 0.00% | Add +80.0% | 9 | $494 |
| West Branch Capital LLC | 0.00% | No change | 8 | $440 |
| Sachetta, LLC | 0.00% | No change | 6 | $330 |
| Highline Wealth Partners LLC | 0.00% | No change | 6 | $329 |
| Rialto Wealth Management, LLC | 0.00% | New | 5 | $275 |
| NewSquare Capital LLC | 0.00% | Add +0.0% | 3 | $165 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 1 | $70 |
| Bellwether Advisors, LLC | 0.00% | No change | 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.