H&R BlockHRB
13F holders, Q3 2025 (September 30)541holders −20
79new positions
91sold out
7famous investors
$49.66avg. 13F price*
At the end of Q3 2025, 541 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, down 20 from Q2 2025. 79 opened new positions and 91 sold out. The largest holders were BlackRock, Inc. ($822.7M), FMR LLC ($727.3M) and Vanguard Group Inc. ($690.8M). 7 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 Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q3 2025)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $64.3M |
| Exits | 91 | $162.8M |
All 13F filers, Q2 2025 → Q3 2025: 10,329,635 shares bought and 12,699,822 shares sold, net −2,370,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 541 holders
| BlackRock, Inc. | 0.01% | Add +0.9% | 16,268,038 | $822.7M |
| FMR LLC | 0.04% | Add +3.9% | 14,383,011 | $727.3M |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 13,659,775 | $690.8M |
| State Street Corp. | 0.01% | Reduce -1.4% | 4,160,625 | $212.1M |
| Fuller & Thaler Asset Management, Inc. | 0.70% | Reduce -7.6% | 4,093,908 | $207.0M |
| Boston Partners | 0.20% | Add +20.2% | 3,886,544 | $196.5M |
| Lazard Asset Management LLC | 0.22% | Add +0.8% | 3,213,177 | $162.5M |
| Geode Capital Management, LLC | 0.01% | Add +4.0% | 2,963,343 | $149.9M |
| Northern Trust Corp. | 0.02% | Add +10.9% | 2,750,413 | $139.1M |
| AQR Capital Management | 0.08% | Add +60.4% | 2,593,290 | $131.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.5% | 2,316,404 | $117.1M |
| Wellington Management Group LLP | 0.02% | Add +2.3% | 2,304,245 | $116.5M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +24.5% | 1,990,367 | $100.7M |
| Morgan Stanley | 0.01% | Reduce -11.0% | 1,828,829 | $92.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.0% | 1,635,448 | $82.7M |
| Royal Bank of Canada | 0.01% | Add +6.1% | 1,595,392 | $80.7M |
| LSV Asset Management | 0.17% | Reduce -8.1% | 1,478,551 | $74.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.2% | 1,431,440 | $72.4M |
| Citadel Advisors | 0.06% | Reduce -23.9% | 1,396,179 | $70.6M |
| Marshall Wace, LLP | 0.07% | Add +9.8% | 1,198,558 | $60.6M |
| T. Rowe Price Associates Inc. | 0.01% | Add +8.1% | 1,066,857 | $54.0M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -40.6% | 1,039,119 | $52.5M |
| First Trust Advisors LP | 0.04% | Add +26.6% | 938,537 | $47.5M |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 896,224 | $45.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -44.3% | 862,872 | $43.6M |
| Boston Trust Walden Corp | 0.32% | Reduce -0.9% | 857,095 | $43.3M |
| NewEdge Wealth, LLC | 0.61% | Reduce -11.6% | 843,376 | $42.7M |
| D. E. Shaw & Co. | 0.04% | Reduce -26.5% | 834,346 | $42.2M |
| UBS Group AG | 0.01% | Add +3.7% | 784,198 | $39.7M |
| Barclays PLC | 0.01% | Add +52.6% | 758,971 | $38.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +335.4% | 749,298 | $37.9M |
| Nuveen, LLC | 0.01% | Add +35.1% | 692,945 | $35.0M |
| BNP Paribas Financial Markets | 0.03% | Add +8.9% | 657,423 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.1% | 649,834 | $32.9M |
| Bridgewater Associates | 0.12% | Reduce -4.2% | 606,262 | $30.7M |
| Miller Howard Investments Inc. | 0.86% | Reduce -0.2% | 560,065 | $28.3M |
| Pacer Advisors, Inc. | 0.07% | Reduce -15.7% | 559,387 | $28.3M |
| Invesco Ltd. | 0.00% | Add +16.1% | 445,334 | $22.5M |
| Sei Investments Co. | 0.02% | Add +7.0% | 432,268 | $21.9M |
| Alps Advisors Inc. | 0.12% | Add +32.5% | 411,450 | $20.8M |
| California Public Employees Retirement System | 0.01% | Reduce -9.2% | 392,977 | $19.9M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 386,790 | $19.6M |
| Prevatt Capital Ltd | 6.02% | Reduce -23.9% | 350,000 | $17.7M |
| Swedbank AB | 0.02% | No change | 346,150 | $17.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +62.4% | 326,100 | $16.5M |
| Engineers Gate Manager LP | 0.18% | Add +184.3% | 316,492 | $16.0M |
| Voya Investment Management LLC | 0.02% | Reduce -13.9% | 300,957 | $15.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.2% | 297,286 | $15.0M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -67.0% | 284,908 | $14.4M |
| Franklin Resources Inc. | 0.00% | Add +1858.3% | 2,439,476 | $13.9M |
| GMO | 0.04% | Add +173.2% | 267,466 | $13.5M |
| Legal & General Group Plc | 0.00% | Reduce -8.2% | 263,069 | $13.3M |
| Woodline Partners LP | 0.06% | New | 260,532 | $13.2M |
| Swiss National Bank | 0.01% | Add +1.5% | 259,500 | $13.1M |
| Millennium Management | 0.01% | Reduce -33.5% | 228,003 | $11.5M |
| Federated Hermes, Inc. | 0.02% | Add +6.5% | 227,797 | $11.5M |
| Ameriprise Financial Inc. | 0.00% | Add +14.8% | 224,484 | $11.4M |
| Royce & Associates LP | 0.11% | Add +170.0% | 214,556 | $10.9M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -1.2% | 197,617 | $10.0M |
| Kingsview Wealth Management, LLC | 0.15% | Add +3375.9% | 193,262 | $9.8M |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 183,290 | $9.3M |
| Man Group plc | 0.02% | Reduce -51.0% | 176,035 | $8.9M |
| Midwest Trust Co | 0.11% | Reduce -1.4% | 173,770 | $8.8M |
| Cambria Investment Management, L.P. | 0.53% | Reduce -6.6% | 173,329 | $8.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.6% | 172,440 | $8.7M |
| Tectonic Advisors LLC | 0.47% | Add +17.9% | 169,753 | $8.6M |
| Corient Private Wealth LP | 0.01% | Add +1.1% | 167,984 | $8.5M |
| Retirement Systems of Alabama | 0.03% | Reduce -57.5% | 161,868 | $8.2M |
| Acadian Asset Management LLC | 0.01% | Reduce -57.6% | 160,228 | $8.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -8.4% | 155,801 | $7.9M |
| Crossmark Global Holdings, Inc. | 0.12% | Add +27.7% | 154,582 | $7.8M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 154,795 | $7.7M |
| Panagora Asset Management Inc. | 0.03% | Add +2138.9% | 150,299 | $7.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -10.0% | 145,059 | $7.3M |
| Landscape Capital Management, L.L.C. | 0.46% | Reduce -0.4% | 144,124 | $7.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.5% | 143,333 | $7.2M |
| Capital Fund Management S.A. | 0.07% | Add +24.4% | 139,971 | $7.1M |
| Victory Capital Management Inc. | 0.00% | Add +66.9% | 128,913 | $6.5M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 128,307 | $6.5M |
| Nordea Investment Management AB | 0.01% | Add +5.5% | 122,409 | $6.2M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +49.0% | 121,600 | $6.1M |
| Nisa Investment Advisors, LLC | 0.02% | Add +52.4% | 119,483 | $6.1M |
| ExodusPoint Capital Management, LP | 0.08% | New | 116,295 | $5.9M |
| Prudential Financial Inc. | 0.01% | Add +15.4% | 115,057 | $5.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.8% | 105,729 | $5.3M |
| Cerity Partners LLC | 0.01% | Add +8.3% | 103,847 | $5.3M |
| Morningstar Investment Management LLC | 0.19% | New | 103,578 | $5.2M |
| Ibex Wealth Advisors | 0.50% | Reduce -48.6% | 103,519 | $5.2M |
| Jane Street Group, LLC | 0.01% | Reduce -77.6% | 102,266 | $5.2M |
| Crawford Investment Counsel Inc. | 0.08% | Add +0.1% | 101,125 | $5.1M |
| Amundi | 0.00% | Add +13.8% | 99,840 | $5.1M |
| Rodgers Brothers Inc. | 0.62% | Reduce -0.3% | 99,650 | $5.0M |
| Renaissance Technologies | 0.01% | New | 99,400 | $5.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.5% | 96,819 | $4.9M |
| Segall Bryant & Hamill, LLC | 0.06% | No change | 95,000 | $4.8M |
| Illinois Municipal Retirement Fund | 0.06% | Add +9.4% | 94,876 | $4.8M |
| Ruffer LLP | 0.26% | Reduce -26.8% | 91,950 | $4.6M |
| American Century Companies Inc. | 0.00% | Reduce -64.7% | 91,621 | $4.6M |
| Creative Planning | 0.00% | Add +11.8% | 91,417 | $4.6M |
| Schroder Investment Management Group | 0.00% | Reduce -3.3% | 85,684 | $4.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.4% | 81,979 | $4.1M |
| Truist Financial Corp. | 0.01% | Reduce -90.0% | 81,566 | $4.1M |
| Seizert Capital Partners, LLC | 0.18% | New | 80,349 | $4.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -2.0% | 77,256 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -50.7% | 75,589 | $3.8M |
| HRT Financial LP | 0.01% | Add +30.5% | 74,988 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.9% | 74,479 | $3.8M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -25.0% | 73,599 | $3.7M |
| Quantbot Technologies LP | 0.10% | Add +239.9% | 71,856 | $3.6M |
| Empowered Funds, LLC | 0.04% | Add +2.5% | 70,155 | $3.5M |
| MetLife Investment Management, LLC | 0.02% | New | 69,849 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -9.4% | 68,866 | $3.5M |
| Storebrand Asset Management As | 0.01% | Reduce -37.0% | 68,181 | $3.4M |
| LPL Financial LLC | 0.00% | Add +5.4% | 66,788 | $3.4M |
| HSBC Holdings PLC | 0.00% | Reduce -59.4% | 66,743 | $3.4M |
| Kendall Capital Management | 0.74% | Add +4.5% | 65,235 | $3.3M |
| Agf Management Ltd. | 0.01% | Add +22.3% | 65,115 | $3.3M |
| Intech Investment Management LLC | 0.03% | Reduce -30.3% | 62,614 | $3.2M |
| Amalgamated Bank | 0.02% | Reduce -0.1% | 62,547 | $3.2M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.1% | 61,829 | $3.1M |
| Wedge Capital Management L L P | 0.05% | Reduce -91.7% | 61,281 | $3.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -82.5% | 61,188 | $3.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +16.9% | 59,089 | $3.0M |
| Redwood Investment Management, LLC | 0.32% | Reduce -27.8% | 63,181 | $2.9M |
| Quantinno Capital Management LP | 0.01% | Reduce -21.7% | 57,936 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -0.6% | 57,633 | $2.9M |
| Round Hill Asset Management | 1.85% | Reduce -0.4% | 55,506 | $2.8M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 55,436 | $2.8M |
| Bank of Montreal | 0.00% | Reduce -62.7% | 55,225 | $2.8M |
| Comerica Bank | 0.01% | Reduce -48.8% | 54,735 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -23.4% | 54,130 | $2.7M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +79.3% | 54,106 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -91.4% | 53,120 | $2.7M |
| Rings Capital Management LLC | 1.26% | No change | 53,000 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +48.1% | 52,078 | $2.6M |
| Vest Financial, LLC | 0.03% | Add +45.2% | 50,892 | $2.6M |
| Jain Global LLC | 0.03% | Add +832.4% | 48,207 | $2.4M |
| Mariner, LLC | 0.00% | Add +36.8% | 47,944 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 47,628 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +10.8% | 47,100 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +5.8% | 46,820 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.6% | 46,171 | $2.3M |
| Auxier Asset Management LLC | 0.33% | Reduce -0.5% | 46,037 | $2.3M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -49.4% | 45,902 | $2.3M |
| Cwm, LLC | 0.01% | Add +198.6% | 45,257 | $2.3M |
| Deutsche Bank AG | 0.00% | Add +4.4% | 45,223 | $2.3M |
| Tealwood Asset Management Inc. | 0.92% | Reduce -2.2% | 44,976 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.11% | New | 44,381 | $2.2M |
| Burney Co./ | 0.07% | Reduce -4.3% | 43,896 | $2.2M |
| Commerce Bank | 0.01% | Add +1.4% | 43,703 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.8% | 43,033 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.1% | 42,210 | $2.1M |
| Optimist Retirement Group LLC | 0.95% | Add +1.3% | 41,765 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.5% | 41,601 | $2.1M |
| Citigroup Inc. | 0.00% | Add +50.9% | 41,594 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.8% | 41,439 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +32.8% | 40,632 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -64.4% | 40,515 | $2.0M |
| Arizona State Retirement System | 0.01% | Add +1.4% | 39,616 | $2.0M |
| Aurora Investment Counsel | 1.02% | Reduce -31.1% | 38,621 | $2.0M |
| Weiss Asset Management LP | 0.03% | New | 38,610 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +31.1% | 38,489 | $1.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -60.5% | 37,475 | $1.9M |
| Cunning Capital Partners, LP | 0.88% | No change | 37,360 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.1% | 37,300 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -8.9% | 37,198 | $1.9M |
| SummitTX Capital, L.P. | 0.08% | Add +141.5% | 36,088 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -11.4% | 35,682 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +9.1% | 35,507 | $1.8M |
| Human Investing LLC | 0.26% | Reduce -5.1% | 35,261 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -2.2% | 34,613 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -4.8% | 34,605 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.3% | 34,381 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 34,360 | $1.7M |
| CWA Asset Management Group, LLC | 0.06% | Add +15.6% | 34,161 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | No change | 33,600 | $1.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -13.9% | 33,400 | $1.7M |
| Squarepoint Ops LLC | 0.00% | New | 32,850 | $1.7M |
| Vident Advisory, LLC | 0.02% | Add +39.3% | 32,516 | $1.6M |
| State of Michigan Retirement System | 0.01% | Reduce -0.9% | 31,868 | $1.6M |
| LGT Group Foundation | 0.02% | Add +10.9% | 31,386 | $1.6M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 31,336 | $1.6M |
| Ritholtz Wealth Management | 0.03% | Reduce -3.6% | 31,128 | $1.6M |
| Linden Thomas Advisory Services, LLC | 0.16% | Add +2.7% | 31,007 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.4% | 30,758 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.2% | 29,841 | $1.5M |
| Castlekeep Investment Advisors LLC | 0.70% | Add +25.1% | 29,665 | $1.5M |
| Kennondale Capital Management LLC | 1.13% | No change | 29,286 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -73.4% | 28,452 | $1.4M |
| Gallacher Capital Management LLC | 0.57% | Add +234.3% | 28,425 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.5% | 28,414 | $1.4M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -3.0% | 28,294 | $1.4M |
| New Mexico Educational Retirement Board | 0.04% | No change | 27,800 | $1.4M |
| XTX Topco Ltd | 0.07% | Reduce -15.4% | 27,529 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Add +2.5% | 27,305 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.8% | 26,924 | $1.4M |
| Jefferies Financial Group Inc. | 0.01% | New | 26,813 | $1.4M |
| Measured Wealth Private Client Group, LLC | 0.36% | Add +2.6% | 26,535 | $1.3M |
| Sovereign's Capital Management, LLC | 0.72% | Add +0.8% | 26,063 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -3.5% | 25,096 | $1.3M |
| Martingale Asset Management L P | 0.03% | Reduce -1.3% | 24,646 | $1.2M |
| Oak Thistle LLC | 0.19% | New | 24,559 | $1.2M |
| Chase Investment Counsel Corp. | 0.36% | No change | 24,000 | $1.2M |
| Argyle Capital Management, LLC | 0.41% | No change | 23,233 | $1.2M |
| Huber Capital Management LLC | 0.19% | No change | 23,200 | $1.2M |
| Vestcor Inc | 0.04% | Add +41.9% | 23,194 | $1.2M |
| Freestone Grove Partners LP | 0.01% | New | 22,988 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | New | 22,930 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.6% | 22,187 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -9.7% | 20,808 | $1.1M |
| Ceera Investments, LLC | 0.32% | No change | 20,510 | $1.0M |
| Macquarie Group Ltd. | 0.00% | No change | 19,900 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | No change | 19,732 | $998K |
| Ethic Inc. | 0.02% | Reduce -4.3% | 19,719 | $997K |
| iSAM Funds (UK) Ltd | 0.20% | New | 19,338 | $978K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.3% | 19,337 | $977K |
| HighTower Advisors, LLC | 0.00% | Add +27.5% | 19,072 | $965K |
| Convergence Investment Partners, LLC | 0.22% | Add +0.3% | 18,959 | $959K |
| Picton Mahoney Asset Management | 0.01% | Add +79.3% | 18,915 | $956K |
| Verition Fund Management LLC | 0.01% | Reduce -80.0% | 18,563 | $939K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 18,490 | $935K |
| Focus Partners Wealth | 0.00% | Reduce -4.3% | 18,303 | $930K |
| Kessler Investment Group, LLC | 0.40% | Add +0.4% | 18,334 | $927K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.06% | Reduce -5.2% | 18,258 | $923K |
| NJ State Employees Deferred Compensation Plan | 0.10% | No change | 18,000 | $910K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.8% | 17,795 | $900K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +13.3% | 17,771 | $899K |
| MSH Capital Advisors LLC | 0.24% | No change | 17,734 | $897K |
| GenTrust, LLC | 0.04% | New | 17,412 | $881K |
| Xponance LLC | 0.01% | Add +1.3% | 17,403 | $880K |
| Baird Financial Group, Inc. | 0.00% | Add +10.8% | 17,239 | $872K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.6% | 16,964 | $858K |
| Rockland Trust Co. | 0.04% | No change | 16,866 | $853K |
| Advisory Research Inc. | 0.11% | Add +3.8% | 16,837 | $851K |
| Dark Forest Capital Management LP | 0.03% | New | 16,777 | $848K |
| Versor Investments LP | 0.15% | New | 16,636 | $841K |
| Ifrah Financial Services, Inc. | 0.22% | Reduce -0.4% | 16,432 | $831K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.7% | 15,912 | $805K |
| Exchange Traded Concepts, LLC | 0.01% | New | 15,789 | $798K |
| Natixis Advisors, LLC | 0.00% | Reduce -51.1% | 15,786 | $798K |
| Legacy Bridge, LLC | 0.32% | No change | 15,265 | $772K |
| MML Investors Services, LLC | 0.00% | Reduce -0.9% | 15,175 | $767K |
| RBF Capital, LLC | 0.03% | No change | 15,000 | $759K |
| Limestone Investment Advisors LP | 0.35% | New | 14,846 | $751K |
| Jones Financial Companies LLLP | 0.00% | Add +8.7% | 14,802 | $745K |
| Claret Asset Management Corp | 0.09% | Reduce -1.1% | 14,714 | $744K |
| Integrated Wealth Concepts LLC | 0.01% | New | 14,572 | $737K |
| Diversified Trust Co. | 0.01% | Add +159.9% | 14,510 | $734K |
| Armistice Capital, LLC | 0.02% | New | 14,506 | $734K |
| Range Financial Group LLC | 0.26% | Reduce -1.2% | 14,365 | $726K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,290 | $723K |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.0% | 14,253 | $721K |
| Guggenheim Capital LLC | 0.01% | Add +42.6% | 14,048 | $710K |
| South Dakota Investment Council | 0.01% | Reduce -9.8% | 13,801 | $698K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -15.6% | 13,756 | $696K |
| New York Life Investment Management LLC | 0.01% | Reduce -3.1% | 13,462 | $681K |
| Neuberger Berman Group LLC | 0.00% | Reduce -53.9% | 13,306 | $673K |
| Choreo, LLC | 0.01% | Reduce -25.0% | 13,088 | $669K |
| &partners | 0.00% | Add +0.0% | 13,136 | $664K |
| Ascent Group, LLC | 0.02% | Reduce -20.5% | 13,126 | $664K |
| US Bancorp \de | 0.00% | Add +2.1% | 12,601 | $637K |
| FIL Ltd | 0.00% | Reduce -4.4% | 12,566 | $635K |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -64.6% | 12,350 | $625K |
| Merit Financial Group, LLC | 0.01% | Add +39.3% | 12,338 | $624K |
| Tidal Investments LLC | 0.00% | Reduce -22.7% | 12,146 | $614K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -7.9% | 12,128 | $613K |
| Wbi Investments, LLC | 0.16% | Reduce -36.1% | 12,122 | $613K |
| Curi Capital, LLC | 0.01% | Add +1.3% | 11,860 | $605K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -86.9% | 11,739 | $594K |
| Horizon Investments, LLC | 0.01% | Reduce -70.8% | 11,238 | $568K |
| Semanteon Capital Management, LP | 0.71% | New | 11,135 | $563K |
| AE Wealth Management LLC | 0.00% | Add +17.0% | 10,987 | $556K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -46.9% | 10,874 | $550K |
| Fifth Third Bancorp | 0.00% | Reduce -0.9% | 10,765 | $544K |
| CWC Advisors, LLC. | 0.26% | Add +0.6% | 10,674 | $540K |
| Credit Industriel Et Commercial | 0.12% | Add +11.7% | 10,604 | $536K |
| Aviso Wealth Management | 0.23% | Reduce -11.4% | 10,561 | $534K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +534.9% | 10,539 | $533K |
| Convergence Financial, LLC | 0.08% | Add +39.5% | 10,491 | $531K |
| Wedmont Private Capital | 0.02% | Add +13.0% | 10,408 | $527K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,000 | $510K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.4% | 10,026 | $507K |
| Capital Advisory Group Advisory Services, LLC | 0.16% | No change | 9,988 | $505K |
| FORA Capital, LLC | 0.09% | New | 9,821 | $497K |
| denkapparat Operations GmbH | 0.32% | New | 9,794 | $495K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -1.3% | 9,661 | $489K |
| Arax Advisory Partners | 0.01% | Add +279.0% | 9,616 | $486K |
| Brown Advisory Inc. | 0.00% | Reduce -0.6% | 9,256 | $468K |
| Capstone Investment Advisors, LLC | 0.01% | New | 9,216 | $466K |
| Fulton Breakefield Broenniman LLC | 0.03% | No change | 9,110 | $461K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -69.7% | 9,108 | $461K |
| TriaGen Wealth Management LLC | 0.12% | Add +3.8% | 9,005 | $455K |
| Occudo Quantitative Strategies LP | 0.05% | New | 8,922 | $451K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.8% | 8,613 | $436K |
| Captrust Financial Advisors | 0.00% | Add +67.5% | 8,607 | $435K |
| Tradewinds, LLC. | 0.11% | New | 8,581 | $434K |
| Blue Trust, Inc. | 0.00% | Reduce -5.9% | 8,446 | $427K |
| Advisors Capital Management, LLC | 0.01% | Reduce -0.3% | 8,350 | $422K |
| Harbour Investments, Inc. | 0.01% | Add +26.0% | 8,328 | $421K |
| Gsa Capital Partners LLP | 0.03% | Add +29.5% | 8,269 | $418K |
| Aigen Investment Management, LP | 0.06% | New | 8,164 | $413K |
| Boothbay Fund Management, LLC | 0.01% | New | 8,113 | $410K |
| Bank of Nova Scotia | 0.00% | Reduce -84.3% | 8,021 | $406K |
| Krilogy Financial LLC | 0.02% | New | 7,991 | $404K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -8.1% | 7,739 | $391K |
| DRW Securities, LLC | 0.02% | New | 7,593 | $387K |
| Park National Corp. | 0.01% | Add +13.0% | 7,361 | $372K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +2.5% | 7,339 | $371K |
| Counterpoint Mutual Funds LLC | 0.03% | New | 7,122 | $360K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +34.5% | 7,103 | $359K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -1.4% | 7,096 | $359K |
| Utah Retirement Systems | 0.00% | No change | 7,009 | $354K |
| Sterling Capital Management LLC | 0.01% | Reduce -17.9% | 6,849 | $346K |
| PharVision Advisers, LLC | 0.19% | New | 6,775 | $343K |
| Park Avenue Securities LLC | 0.00% | New | 6,764 | $342K |
| Leuthold Group, LLC | 0.04% | No change | 6,718 | $340K |
| Aquatic Capital Management LLC | 0.01% | New | 6,715 | $340K |
| Focus Financial Network, Inc. | 0.01% | No change | 6,633 | $335K |
| IHT Wealth Management, LLC | 0.01% | Add +10.4% | 6,495 | $328K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,486 | $328K |
| Silver Coast Investments LLC | 0.11% | No change | 6,428 | $325K |
| Natixis | 0.00% | Reduce -80.5% | 6,297 | $318K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 6,257 | $316K |
| MOKAN Wealth Management Inc. | 0.16% | Add +0.7% | 6,240 | $316K |
| Scientech Research LLC | 0.11% | New | 6,176 | $312K |
| Waldron Private Wealth LLC | 0.01% | No change | 6,075 | $310K |
| Hancock Whitney Corp. | 0.01% | Reduce -54.9% | 6,103 | $309K |
| AlphaQuest LLC | 0.02% | New | 6,090 | $308K |
| Swiss Life Asset Management Ltd | 0.00% | New | 6,078 | $307K |
| Fox Run Management, L.L.C. | 0.05% | Reduce -72.2% | 6,053 | $306K |
| Quadrant Capital Group LLC | 0.01% | Reduce -11.5% | 5,971 | $302K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +39.4% | 5,966 | $302K |
| Algert Global LLC | 0.01% | Reduce -80.3% | 5,940 | $300K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 6,158 | $298K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.7% | 5,819 | $297K |
| Allworth Financial LP | 0.00% | Add +17.0% | 5,825 | $295K |
| Corton Capital Inc. | 0.72% | New | 5,822 | $294K |
| DGS Capital Management, LLC | 0.05% | Add +9.2% | 5,776 | $292K |
| ProShare Advisors LLC | 0.00% | Reduce -4.1% | 5,694 | $288K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -87.0% | 5,623 | $284K |
| Arnhold LLC | 0.02% | No change | 5,600 | $283K |
| IFP Advisors, Inc | 0.01% | Reduce -25.0% | 5,574 | $282K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.3% | 5,529 | $280K |
| HB Wealth Management, LLC | 0.00% | Add +28.8% | 5,420 | $274K |
| Lindenwold Advisors, INC | 0.13% | Add +0.7% | 5,402 | $273K |
| Banque Cantonale Vaudoise | 0.01% | No change | 5,324 | $269K |
| SG Americas Securities, LLC | 0.00% | Add +2.4% | 5,138 | $260K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -88.3% | 5,048 | $255K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +243.2% | 5,045 | $255K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.4% | 5,006 | $253K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 5,000 | $253K |
| Bard Financial Services, Inc. | 0.03% | No change | 5,000 | $253K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 5,000 | $253K |
| Everett Harris & Co. | 0.00% | No change | 5,000 | $253K |
| Arcus Capital Partners, LLC | 0.11% | Add +0.0% | 4,990 | $252K |
| Taylor Hoffman Capital Management LLC | 0.08% | No change | 4,972 | $251K |
| Sound Income Strategies, LLC | 0.01% | Reduce -9.0% | 5,052 | $251K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.1% | 4,956 | $251K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 4,800 | $243K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -14.6% | 4,700 | $240K |
| Shelton Capital Management | 0.01% | No change | 4,748 | $240K |
| Wolverine Trading, LLC | 0.00% | New | 4,742 | $240K |
| Brighton Jones LLC | 0.01% | New | 4,685 | $237K |
| Prelude Capital Management, LLC | 0.02% | New | 4,656 | $235K |
| NDVR, Inc. | 0.19% | Reduce -4.8% | 4,593 | $232K |
| Intrust Bank NA | 0.02% | Reduce -5.0% | 4,565 | $231K |
| D.A. Davidson & Co. | 0.00% | Add +4.4% | 4,518 | $229K |
| Vise Technologies, Inc. | 0.01% | Add +7.5% | 4,486 | $227K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -2.0% | 4,432 | $224K |
| Coldstream Capital Management Inc. | 0.00% | Add +2.8% | 4,408 | $223K |
| CIBC Asset Management Inc | 0.00% | No change | 4,364 | $221K |
| Essential Partners LLC | 0.07% | Add +3146.3% | 4,350 | $220K |
| UMB Bank, n.a. | 0.00% | Reduce -14.8% | 4,220 | $213K |
| SageView Advisory Group, LLC | 0.01% | Reduce -41.2% | 4,213 | $213K |
| Institute for Wealth Management, LLC. | 0.02% | New | 4,195 | $212K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,180 | $211K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,092 | $210K |
| Barnett & Company, Inc. | 0.16% | No change | 4,120 | $208K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 4,110 | $208K |
| Thrive Wealth Management, LLC | 0.03% | Add +0.9% | 4,092 | $207K |
| Cahill Financial Advisors Inc. | 0.02% | Add +5.7% | 4,075 | $206K |
| Westshore Wealth, LLC | 0.07% | No change | 4,060 | $205K |
| Olympiad Research LP | 0.28% | New | 4,018 | $203K |
| Pallas Capital Advisors LLC | 0.01% | New | 4,007 | $203K |
| Gateway Investment Advisers LLC | 0.00% | New | 4,000 | $202K |
| Corient IA LP | 0.15% | No change | 4,000 | $202K |
| Caprock Group, LLC | 0.01% | — | 4,005 | $202K |
| 1620 Investment Advisors, Inc. | 0.14% | Reduce -3.4% | 3,986 | $202K |
| Andra AP-fonden | 0.00% | Reduce -90.0% | 3,982 | $201K |
| KBC Group NV | 0.00% | Add +16.0% | 3,929 | $199K |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.0% | 3,835 | $194K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +38.2% | 3,793 | $192K |
| New Vernon Capital Holdings II LLC | 0.09% | New | 3,763 | $190K |
| Advisory Services Network, LLC | 0.00% | New | 3,554 | $180K |
| STRS Ohio | 0.00% | Add +0.1% | 3,171 | $160K |
| EMC Capital Management | 0.07% | No change | 2,917 | $148K |
| Bessemer Group Inc. | 0.00% | Add +29.5% | 2,895 | $146K |
| Quarry LP | 0.04% | Add +513.4% | 2,883 | $146K |
| TD Private Client Wealth LLC | 0.00% | Reduce -68.0% | 2,791 | $141K |
| Shell Asset Management Co. | 0.01% | Reduce -54.8% | 2,493 | $126K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 2,400 | $121K |
| Abich Financial Wealth Management LLC | 0.04% | — | 2,338 | $118K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,303 | $116K |
| State of Wyoming | 0.01% | Reduce -1.3% | 2,220 | $112K |
| Simplex Trading, LLC | 0.00% | New | 2,108 | $106K |
| Independence Bank of Kentucky | 0.01% | No change | 2,000 | $101K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,983 | $100K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -49.8% | 1,902 | $96K |
| GAMMA Investing LLC | 0.01% | Reduce -13.8% | 1,862 | $94K |
| Global Retirement Partners, LLC | 0.00% | Reduce -12.8% | 1,672 | $85K |
| Huntington National Bank | 0.00% | Add +15.6% | 1,571 | $79K |
| CI Investments Inc. | 0.00% | Reduce -36.6% | 1,503 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.6% | 1,500 | $76K |
| National Bank of Canada | 0.00% | Reduce -98.4% | 1,490 | $75K |
| Group One Trading LLC | 0.00% | New | 1,468 | $74K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.0% | 1,419 | $72K |
| Covestor Ltd | 0.04% | Add +25.7% | 1,399 | $71K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +52.7% | 1,396 | $71K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1.0% | 1,357 | $69K |
| Hantz Financial Services, Inc. | 0.00% | Add +445.3% | 1,347 | $68K |
| Smartleaf Asset Management LLC | 0.00% | Add +9.1% | 1,338 | $68K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,314 | $67K |
| Richardson Financial Services Inc. | 0.04% | Reduce -4.5% | 1,285 | $65K |
| Private Trust Co. NA | 0.01% | Reduce -49.1% | 1,163 | $59K |
| HM Payson & Co. | 0.00% | No change | 1,150 | $58K |
| Carolina Wealth Advisors, LLC | 0.02% | New | 1,136 | $57K |
| Rothschild Investment LLC | 0.00% | New | 1,133 | $57K |
| Corsicana & Co. | 0.03% | — | 1,050 | $53K |
| Versant Capital Management, Inc | 0.01% | Add +26.9% | 1,042 | $53K |
| Employees Retirement System of Texas | 0.00% | No change | 1,000 | $51K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -13.6% | 935 | $47K |
| Danske Bank A/S | 0.00% | Reduce -11.6% | 900 | $46K |
| Bogart Wealth, LLC | 0.00% | Add +2.3% | 886 | $45K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.2% | 871 | $44K |
| Walleye Capital LLC | 0.00% | Reduce -79.8% | 860 | $43K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.1% | 840 | $42K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 830 | $42K |
| Assetmark, Inc. | 0.00% | Reduce -24.8% | 805 | $41K |
| Archer Investment Corp | 0.01% | No change | 800 | $40K |
| Wealthspire Advisors, LLC | 0.00% | New | 786 | $40K |
| Penserra Capital Management LLC | 0.00% | Add +1.1% | 725 | $36K |
| Mather Group, Llc. | 0.00% | New | 685 | $35K |
| Nvwm, LLC | 0.01% | No change | 676 | $34K |
| WPG Advisers, LLC | 0.03% | Add +5.9% | 665 | $34K |
| Principal Securities, Inc. | 0.00% | Reduce -36.3% | 597 | $30K |
| Atwood & Palmer Inc. | 0.00% | No change | 570 | $29K |
| Quent Capital, LLC | 0.00% | New | 541 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -5.3% | 532 | $27K |
| Spire Wealth Management | 0.00% | Reduce -1.5% | 519 | $26K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -63.5% | 514 | $26K |
| Alpine Bank Wealth Management | 0.00% | New | 513 | $26K |
| Clearstead Advisors, LLC | 0.00% | Add +134.4% | 511 | $26K |
| MAI Capital Management | 0.00% | Reduce -0.4% | 504 | $26K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 500 | $25K |
| Operose Advisors LLC | 0.01% | No change | 500 | $25K |
| NFSG Corp | 0.00% | No change | 500 | $25K |
| Signaturefd, LLC | 0.00% | Reduce -28.9% | 463 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 430 | $22K |
| Larson Financial Group LLC | 0.00% | Add +30.5% | 428 | $22K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 406 | $21K |
| Eastern Bank | 0.00% | No change | 400 | $20K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 379 | $19K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.8% | 379 | $19K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -20.3% | 358 | $18K |
| Optiver Holding B.V. | 0.00% | Add +25.3% | 342 | $17K |
| Root Financial Partners, LLC | 0.00% | New | 339 | $17K |
| Manchester Capital Management LLC | 0.00% | New | 325 | $16K |
| Whittier Trust Co. | 0.00% | Add +115.1% | 314 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 297 | $15K |
| Pacific Center for Financial Services | 0.00% | No change | 280 | $14K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 274 | $14K |
| Tsfg, LLC | 0.00% | Add +0.8% | 255 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 241 | $12K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 229 | $12K |
| Abound Wealth Management | 0.00% | No change | 200 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | New | 200 | $10K |
| True Wealth Design, LLC | 0.00% | Add +1680.0% | 178 | $9K |
| GoalVest Advisory LLC | 0.00% | No change | 170 | $9K |
| FSA Wealth Management LLC | 0.00% | No change | 167 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -29.5% | 158 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -18.3% | 147 | $7K |
| Centennial Bank | 0.00% | No change | 140 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -90.1% | 133 | $7K |
| LRI Investments, LLC | 0.00% | No change | 121 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.4% | 119 | $6K |
| Hemington Wealth Management | 0.00% | Reduce -23.2% | 126 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -0.9% | 113 | $6K |
| Grove Bank & Trust | 0.00% | Reduce -33.9% | 113 | $6K |
| WealthCollab, LLC | 0.00% | Add +28.2% | 100 | $5K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.1% | 90 | $5K |
| Rossby Financial, LCC | 0.00% | Reduce -12.2% | 86 | $4K |
| Curio Wealth, LLC | 0.00% | No change | 86 | $4K |
| Country Trust Bank | 0.00% | New | 85 | $4K |
| Binnacle Investments Inc | 0.00% | Add +86.7% | 84 | $4K |
| Altshuler Shaham Ltd | 0.00% | Add +15.5% | 82 | $4K |
| Salomon & Ludwin, LLC | 0.00% | New | 79 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 79 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 72 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 60 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 53 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 52 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 51 | $3K |
| Nova Wealth Management, Inc. | 0.00% | No change | 50 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 42 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 41 | $2K |
| Clean Yield Group | 0.00% | Reduce -46.4% | 37 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 30 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 29 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 29 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 26 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -7.4% | 25 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 24 | $1K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 22 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 20 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 24 | $1K |
| CX Institutional | 0.00% | No change | 28 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +11.8% | 19 | $964 |
| Logan Capital Management Inc. | 0.00% | Reduce -70.8% | 19 | $961 |
| Cromwell Holdings LLC | 0.00% | No change | 16 | $816 |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $810 |
| Key Financial Inc | 0.00% | New | 14 | $716 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 10 | $506 |
| SouthState Bank Corp | 0.00% | No change | 10 | $506 |
| Palisade Asset Management, LLC | 0.00% | New | 9 | $456 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -11.1% | 8 | $407 |
| West Branch Capital LLC | 0.00% | No change | 8 | $405 |
| First Horizon Corp. | 0.00% | — | 7 | $354 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 6 | $306 |
| Sachetta, LLC | 0.00% | No change | 6 | $304 |
| American Capital Advisory, LLC | 0.00% | New | 6 | $304 |
| Rialto Wealth Management, LLC | 0.00% | Add +20.0% | 6 | $304 |
| Highline Wealth Partners LLC | 0.00% | No change | 6 | $303 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 6 | $303 |
| Tortoise Investment Management, LLC | 0.00% | New | 6 | $303 |
| CoreCap Advisors, LLC | 0.00% | New | 5 | $253 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -60.0% | 4 | $202 |
| Clearstead Trust, LLC | 0.00% | Reduce -98.4% | 2 | $102 |
| S&T Bank | 0.00% | New | 2 | $101 |
| PEAK6 LLC | 0.00% | New | 2 | $101 |
| Principia Wealth Advisory, LLC | 0.00% | New | 1 | $51 |
| Avion Wealth | 0.00% | New | 10 | $0 |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.