H&R BlockHRB
13F holders, Q2 2026 (June 30)541holders +55
121new positions
67sold out
6famous investors
$38.09avg. 13F price*
At the end of Q2 2026, 541 institutions reported holding H&R Block Inc. (HRB) in their 13F filings, up 55 from Q1 2026. 121 opened new positions and 67 sold out. The largest holders were BlackRock, Inc. ($621.7M), FMR LLC ($599.5M) and AQR Capital Management ($366.2M). 6 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q2 2026)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $110.8M |
| Exits | 67 | $116.2M |
All 13F filers, Q1 2026 → Q2 2026: 20,869,751 shares bought and 15,865,571 shares sold, net +5,004,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 541 holders
| BlackRock, Inc. | 0.01% | Add +5.1% | 16,326,241 | $621.7M |
| FMR LLC | 0.03% | Add +3.0% | 15,744,303 | $599.5M |
| AQR Capital Management | 0.13% | Add +202.1% | 9,616,406 | $366.2M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -14.6% | 6,210,650 | $236.5M |
| Vanguard Capital Management LLC | 0.00% | Add +1.0% | 5,713,146 | $217.6M |
| State Street Corp. | 0.00% | Add +4.1% | 4,157,916 | $160.0M |
| Fuller & Thaler Asset Management, Inc. | 0.41% | Reduce -7.1% | 3,975,923 | $151.4M |
| Lazard Asset Management LLC | 0.19% | Reduce -13.7% | 3,244,474 | $123.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.4% | 3,061,311 | $116.6M |
| Northern Trust Corp. | 0.01% | Reduce -2.7% | 2,934,354 | $111.7M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.5% | 2,272,476 | $86.5M |
| Morgan Stanley | 0.00% | Add +9.9% | 2,185,522 | $83.2M |
| First Trust Advisors LP | 0.04% | Add +51.1% | 2,007,551 | $76.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +77.8% | 1,922,900 | $73.2M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +19.9% | 1,912,427 | $72.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.6% | 1,845,107 | $70.3M |
| Los Angeles Capital Management LLC | 0.24% | Add +263.5% | 1,714,217 | $65.3M |
| LSV Asset Management | 0.11% | Add +3.9% | 1,591,990 | $60.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.7% | 1,476,375 | $56.2M |
| Ranmore Fund Management Ltd | 5.90% | No change | 1,400,000 | $53.3M |
| Framtiden Holdings Management Co LLC | 28.62% | Add +132.7% | 1,140,000 | $47.2M |
| Norges Bank | 0.00% | — | 1,219,451 | $46.4M |
| Royce & Associates LP | 0.33% | Add +36.9% | 1,063,355 | $40.5M |
| Invesco Ltd. | 0.00% | Reduce -32.6% | 977,704 | $37.2M |
| UBS Group AG | 0.01% | Reduce -2.8% | 908,285 | $34.6M |
| Quantinno Capital Management LP | 0.04% | Add +107.5% | 826,467 | $31.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.0% | 804,290 | $30.6M |
| Capital Fund Management S.A. | 0.21% | Add +185.2% | 765,437 | $29.1M |
| Pacer Advisors, Inc. | 0.07% | Add +9.0% | 755,162 | $28.8M |
| Royal Bank of Canada | 0.00% | Add +75.8% | 752,508 | $28.7M |
| Prevatt Capital Ltd | 5.86% | No change | 710,000 | $27.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -37.3% | 708,067 | $27.0M |
| Sei Investments Co. | 0.02% | Add +30.4% | 694,524 | $26.4M |
| Boston Trust Walden Corp | 0.20% | Reduce -24.7% | 673,795 | $25.7M |
| Panagora Asset Management Inc. | 0.07% | New | 626,434 | $23.9M |
| Bank of America Corp. | 0.00% | Reduce -38.7% | 617,929 | $23.5M |
| Barclays PLC | 0.01% | Reduce -45.5% | 604,025 | $23.0M |
| Lodge Hill Capital, LLC | 3.61% | Reduce -46.1% | 565,900 | $21.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 556,757 | $21.5M |
| Citadel Advisors | 0.01% | Reduce -83.2% | 534,124 | $20.3M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -0.2% | 505,000 | $19.2M |
| Wellington Management Group LLP | 0.00% | Reduce -47.8% | 421,459 | $16.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.0% | 411,812 | $15.7M |
| Nuveen, LLC | 0.00% | Reduce -1.6% | 401,261 | $15.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.6% | 368,323 | $14.0M |
| Alps Advisors Inc. | 0.06% | Reduce -2.5% | 360,246 | $13.7M |
| Swedbank AB | 0.01% | No change | 345,643 | $13.2M |
| Rhumbline Advisers | 0.01% | Reduce -10.3% | 339,250 | $12.9M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -18.8% | 336,833 | $12.8M |
| Jupiter Topco LLC | 0.01% | — | 329,673 | $12.6M |
| South Dakota Investment Council | 0.21% | Add +226.2% | 317,883 | $12.1M |
| Mackenzie Financial Corp. | 0.01% | Add +3514.2% | 308,367 | $11.7M |
| Cerity Partners LLC | 0.01% | Add +116.0% | 302,752 | $11.5M |
| Two Sigma Investments, LP | 0.01% | Add +493.6% | 301,186 | $11.5M |
| Rwwm, Inc. | 0.83% | Reduce -17.8% | 296,272 | $11.3M |
| Mariner, LLC | 0.01% | Add +550.6% | 293,120 | $11.2M |
| Principal Financial Group Inc. | 0.01% | Add +1.5% | 287,666 | $11.0M |
| Sprott Inc. | 0.37% | Add +72.7% | 285,000 | $10.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +11.0% | 282,804 | $10.8M |
| Tectonic Advisors LLC | 0.51% | Add +11.4% | 280,725 | $10.7M |
| GMO | 0.02% | Add +15.7% | 271,197 | $10.3M |
| Algert Global LLC | 0.12% | New | 265,980 | $10.1M |
| Forum Finance Group S.A. | 3.62% | Add +283.3% | 326,888 | $10.1M |
| Sound Income Strategies, LLC | 0.45% | Add +0.8% | 261,903 | $10.0M |
| California Public Employees Retirement System | 0.01% | Reduce -12.7% | 258,863 | $9.9M |
| Creative Planning | 0.01% | Add +102.1% | 257,760 | $9.8M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -21.4% | 256,840 | $9.8M |
| Swiss National Bank | 0.01% | Add +1.7% | 254,400 | $9.7M |
| Cambria Investment Management, L.P. | 0.48% | Reduce -13.7% | 254,284 | $9.7M |
| Victory Capital Management Inc. | 0.01% | Add +12.3% | 252,830 | $9.6M |
| Alliancebernstein L.P. | 0.00% | Add +32.4% | 273,121 | $8.7M |
| Schroder Investment Management Group | 0.01% | Add +209.5% | 206,260 | $7.9M |
| Corient Private Wealth LP | 0.01% | Add +208.8% | 204,524 | $7.8M |
| Brookstone Capital Management | 0.07% | New | 192,545 | $7.3M |
| Legal & General Group Plc | 0.00% | Add +0.3% | 182,210 | $6.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +71.5% | 177,891 | $6.8M |
| Marshall Wace, LLP | 0.01% | Reduce -84.4% | 176,836 | $6.7M |
| Engineers Gate Manager LP | 0.08% | Add +909.3% | 171,857 | $6.5M |
| Franklin Resources Inc. | 0.00% | Add +60.2% | 170,134 | $6.5M |
| Ieq Capital, LLC | 0.03% | Add +2440.1% | 165,056 | $6.3M |
| Midwest Trust Co | 0.07% | Reduce -2.1% | 163,659 | $6.2M |
| Trexquant Investment LP | 0.04% | Add +96.3% | 160,540 | $6.1M |
| California State Teachers Retirement System | 0.01% | Reduce -1.6% | 146,872 | $5.6M |
| Seizert Capital Partners, LLC | 0.23% | Add +38.2% | 146,440 | $5.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -3.4% | 143,770 | $5.5M |
| New York State Teachers Retirement System | 0.01% | Add +0.9% | 139,549 | $5.3M |
| Empowered Funds, LLC | 0.03% | Add +37.9% | 138,160 | $5.3M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -38.0% | 134,228 | $5.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 134,150 | $5.1M |
| Vanguard Global Advisers, LLC | 0.00% | Add +44.7% | 132,793 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +238.7% | 131,120 | $5.0M |
| Retirement Systems of Alabama | 0.01% | Reduce -15.6% | 131,106 | $5.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.7% | 126,289 | $4.8M |
| Landscape Capital Management, L.L.C. | 0.31% | Reduce -10.7% | 125,951 | $4.8M |
| Citigroup Inc. | 0.00% | Add +133.0% | 125,943 | $4.8M |
| Crawford Investment Counsel Inc. | 0.08% | Add +0.8% | 123,450 | $4.7M |
| Elo Mutual Pension Insurance Co | 0.06% | Add +26.4% | 121,359 | $4.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +4.2% | 121,017 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +16.3% | 120,120 | $4.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.7% | 118,362 | $4.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -86.3% | 117,217 | $4.5M |
| Assenagon Asset Management S.A. | 0.01% | New | 116,980 | $4.5M |
| Inlet Private Wealth, LLC | 1.05% | Add +10.8% | 113,852 | $4.3M |
| Acadian Asset Management LLC | 0.00% | Add +1720.4% | 109,003 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.4% | 108,500 | $4.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +36.8% | 108,041 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +232.6% | 113,628 | $4.1M |
| Round Hill Asset Management | 2.54% | Add +59.0% | 106,396 | $4.1M |
| Nordea Investment Management AB | 0.00% | Add +1.2% | 104,533 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +8.4% | 103,016 | $3.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -3.5% | 102,900 | $3.9M |
| HRT Financial LP | 0.01% | New | 102,601 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -3.7% | 100,881 | $3.8M |
| Qsemble Capital Management, LP | 0.47% | Add +70.2% | 97,272 | $3.7M |
| Segall Bryant & Hamill, LLC | 0.04% | No change | 95,000 | $3.6M |
| SummitTX Capital, L.P. | 0.09% | Add +24.9% | 92,998 | $3.5M |
| Mubadala Investment Co PJSC | 0.01% | New | 89,679 | $3.4M |
| Brevan Howard Capital Management LP | 0.05% | Add +65.3% | 88,515 | $3.4M |
| Range Financial Group LLC | 0.92% | Add +393.6% | 88,404 | $3.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.3% | 86,433 | $3.3M |
| Wedge Capital Management L L P | 0.05% | Reduce -7.3% | 85,550 | $3.3M |
| Focus Partners Wealth | 0.00% | Add +497.4% | 83,704 | $3.2M |
| Vest Financial, LLC | 0.03% | Add +34.6% | 83,580 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.1% | 82,312 | $3.1M |
| Agf Management Ltd. | 0.01% | Reduce -33.7% | 79,656 | $3.0M |
| HSBC Holdings PLC | 0.00% | Add +24.1% | 77,712 | $3.0M |
| New York State Common Retirement Fund | 0.00% | Add +1.8% | 78,379 | $3.0M |
| Tealwood Asset Management Inc. | 1.06% | Add +8.8% | 72,302 | $2.8M |
| Rodgers Brothers Inc. | 0.26% | Reduce -2.0% | 71,650 | $2.7M |
| Storebrand Asset Management As | 0.01% | No change | 68,181 | $2.6M |
| Caxton Associates LLP | 0.05% | Add +1.5% | 67,633 | $2.6M |
| Kennondale Capital Management LLC | 1.70% | Reduce -35.9% | 66,879 | $2.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 66,200 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +20.4% | 64,143 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | No change | 62,900 | $2.4M |
| Millennium Management | 0.00% | Reduce -81.6% | 63,187 | $2.4M |
| Fifth Third Bancorp | 0.00% | Reduce -5.8% | 63,124 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +24.9% | 62,303 | $2.4M |
| Picton Mahoney Asset Management | 0.02% | Add +2.7% | 61,944 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.5% | 61,730 | $2.4M |
| Wbi Investments, LLC | 0.57% | New | 60,192 | $2.3M |
| Carolina Wealth Advisors, LLC | 0.88% | Add +14.3% | 58,629 | $2.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +6.2% | 58,418 | $2.2M |
| Optimist Retirement Group LLC | 0.85% | Add +0.5% | 58,076 | $2.2M |
| Redwood Investment Management, LLC | 0.22% | New | 57,857 | $2.2M |
| Amalgamated Bank | 0.02% | Reduce -0.0% | 57,613 | $2.2M |
| Voya Investment Management LLC | 0.00% | Reduce -58.2% | 57,500 | $2.2M |
| State of Wisconsin Investment Board | 0.00% | Add +0.5% | 57,179 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +6.5% | 55,109 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +15.2% | 53,871 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +31.8% | 53,792 | $2.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.3% | 53,448 | $2.0M |
| Rings Capital Management LLC | 1.03% | No change | 53,000 | $2.0M |
| Kendall Capital Management | 0.34% | Reduce -19.0% | 53,000 | $2.0M |
| Longaeva Partners L.P. | 0.06% | New | 52,713 | $2.0M |
| Nomura Asset Management International Inc. | 0.00% | Reduce -17.6% | 52,675 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +75.0% | 52,114 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Add +675.3% | 51,107 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -52.9% | 50,906 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +6.1% | 50,890 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -7.9% | 50,893 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 50,255 | $1.9M |
| Chase Investment Counsel Corp. | 0.40% | Add +25.0% | 50,000 | $1.9M |
| Summit Trail Advisors, LLC | 0.02% | Add +41.0% | 49,956 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +257.6% | 48,741 | $1.9M |
| Boothbay Fund Management, LLC | 0.04% | New | 48,669 | $1.9M |
| Cygnus Capital Advisors, LLC | 1.26% | New | 48,664 | $1.9M |
| Convergence Investment Partners, LLC | 0.17% | New | 48,412 | $1.8M |
| American Century Companies Inc. | 0.00% | New | 47,752 | $1.8M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.1% | 47,051 | $1.8M |
| Edgestream Partners, L.P. | 0.05% | New | 45,473 | $1.7M |
| Deutsche Bank AG | 0.00% | Add +6.4% | 45,170 | $1.7M |
| Aquatic Capital Management LLC | 0.06% | New | 45,115 | $1.7M |
| Horizon Investments, LLC | 0.02% | Add +74455.0% | 44,733 | $1.7M |
| Commerce Bank | 0.01% | Add +6.2% | 44,559 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 44,486 | $1.7M |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -0.7% | 44,300 | $1.7M |
| M&T Bank Corp | 0.00% | Add +2.1% | 43,474 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -40.8% | 43,157 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 42,628 | $1.6M |
| Auxier Asset Management LLC | 0.22% | Reduce -2.3% | 42,211 | $1.6M |
| Oak Thistle LLC | 0.15% | New | 41,994 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +71.9% | 41,807 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -46.2% | 41,519 | $1.6M |
| Tidal Investments LLC | 0.00% | Reduce -17.8% | 41,504 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +117.4% | 41,326 | $1.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -65.0% | 39,320 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.2% | 38,927 | $1.5M |
| Ceera Investments, LLC | 0.63% | Reduce -8.3% | 38,743 | $1.5M |
| Ethic Inc. | 0.02% | New | 38,444 | $1.5M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.7% | 38,343 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | Add +8.1% | 37,500 | $1.4M |
| Cunning Capital Partners, LP | 0.57% | No change | 37,360 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Add +0.8% | 37,100 | $1.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1428.8% | 37,042 | $1.4M |
| Vident Advisory, LLC | 0.01% | Reduce -17.7% | 36,538 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +33.8% | 36,003 | $1.4M |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.9% | 34,992 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +0.7% | 34,977 | $1.3M |
| Point Nemo Capital, LLC | 0.67% | New | 34,831 | $1.3M |
| Man Group plc | 0.00% | Reduce -58.0% | 34,551 | $1.3M |
| Freestone Grove Partners LP | 0.01% | Reduce -22.4% | 34,107 | $1.3M |
| TD Waterhouse Canada Inc. | 0.00% | New | 32,485 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +87.5% | 33,418 | $1.3M |
| Rothschild Investment LLC | 0.05% | Add +905.0% | 33,204 | $1.3M |
| Prelude Capital Management, LLC | 0.09% | New | 33,076 | $1.3M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 32,306 | $1.2M |
| Linden Thomas Advisory Services, LLC | 0.10% | Reduce -0.1% | 31,121 | $1.2M |
| Quadrature Capital Ltd | 0.01% | New | 30,865 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.26% | New | 30,839 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -65.9% | 30,661 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.5% | 30,347 | $1.2M |
| Quinn Opportunity Partners LLC | 0.05% | Add +200.0% | 30,000 | $1.1M |
| Amundi | 0.00% | Reduce -87.0% | 29,744 | $1.1M |
| State of Michigan Retirement System | 0.01% | Reduce -2.6% | 29,668 | $1.1M |
| Havemeyer Place LP | 0.11% | New | 29,443 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +123.8% | 29,039 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 28,514 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.4% | 28,149 | $1.1M |
| New Mexico Educational Retirement Board | 0.03% | No change | 27,800 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -0.8% | 27,577 | $1.1M |
| Bleakley Financial Group, LLC | 0.01% | New | 27,427 | $1.0M |
| Eschler Asset Management LLP | 1.84% | New | 27,000 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.8% | 26,224 | $999K |
| Huber Capital Management LLC | 0.15% | Add +10.9% | 26,100 | $994K |
| Human Investing LLC | 0.13% | Reduce -2.3% | 25,831 | $984K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -11.0% | 25,097 | $956K |
| Bank of Montreal | 0.00% | Add +7.5% | 25,048 | $954K |
| Squarepoint Ops LLC | 0.00% | Reduce -96.9% | 24,921 | $949K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -21.8% | 24,668 | $939K |
| denkapparat Operations GmbH | 0.30% | Add +146.8% | 24,170 | $920K |
| SG Americas Securities, LLC | 0.00% | Reduce -85.5% | 23,847 | $908K |
| HB Wealth Management, LLC | 0.01% | Add +48.9% | 23,475 | $894K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 23,352 | $889K |
| Argyle Capital Management, LLC | 0.25% | No change | 23,233 | $885K |
| Brighton Jones LLC | 0.02% | New | 22,367 | $852K |
| LGT Group Foundation | 0.01% | Reduce -44.5% | 22,257 | $848K |
| Mirabella Financial Services LLP | 0.09% | Add +4.7% | 22,021 | $839K |
| Ritholtz Wealth Management | 0.01% | Add +8.9% | 22,013 | $838K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.4% | 21,854 | $832K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +27.1% | 21,540 | $820K |
| Baird Financial Group, Inc. | 0.00% | Add +7.2% | 21,426 | $816K |
| Sovereign's Capital Management, LLC | 0.54% | Reduce -2.2% | 21,239 | $809K |
| Chicago Partners Investment Group LLC | 0.02% | Add +132.5% | 20,171 | $806K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +212.6% | 20,845 | $794K |
| Dark Forest Capital Management LP | 0.05% | New | 20,541 | $782K |
| US Bancorp \de | 0.00% | Add +36.9% | 19,902 | $758K |
| Pictet Asset Management Holding SA | 0.00% | No change | 19,881 | $757K |
| NewEdge Advisors, LLC | 0.00% | Add +36.9% | 19,433 | $740K |
| XTX Topco Ltd | 0.01% | New | 19,394 | $739K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -2.8% | 19,382 | $738K |
| Group One Trading LLC | 0.02% | Add +37.5% | 18,954 | $722K |
| Farther Finance Advisors, LLC | 0.01% | Add +10.4% | 18,906 | $720K |
| Lighthouse Investment Partners, LLC | 0.02% | Reduce -53.0% | 18,757 | $714K |
| WINTON GROUP Ltd | 0.02% | Reduce -58.0% | 18,500 | $704K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.9% | 18,451 | $703K |
| Integrated Wealth Concepts LLC | 0.00% | Add +83.8% | 18,389 | $700K |
| Arax Advisory Partners | 0.00% | Add +3853.0% | 18,184 | $692K |
| Quadrant Capital Group LLC | 0.02% | Add +539.7% | 18,013 | $686K |
| MSH Capital Advisors LLC | 0.12% | No change | 17,578 | $669K |
| NewEdge Wealth, LLC | 0.01% | Add +25.6% | 17,388 | $662K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +50.7% | 17,245 | $657K |
| Lido Advisors, LLC | 0.00% | New | 16,955 | $654K |
| Xponance LLC | 0.00% | Reduce -4.6% | 16,994 | $647K |
| Rockland Trust Co. | 0.03% | No change | 16,866 | $642K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 16,766 | $638K |
| Bull Harbor Capital LLC | 0.12% | New | 16,740 | $637K |
| MAI Capital Management | 0.00% | Add +496.7% | 16,673 | $637K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.9% | 16,720 | $637K |
| Claret Asset Management Corp | 0.07% | Add +11.7% | 16,410 | $625K |
| Archer Investment Corp | 0.12% | No change | 16,300 | $621K |
| Choreo, LLC | 0.01% | Add +7.7% | 16,060 | $619K |
| Capital Financial Group Inc\co\ | 0.32% | New | 16,067 | $612K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 15,911 | $606K |
| Jones Financial Companies LLLP | 0.00% | Add +12.7% | 16,036 | $605K |
| Ifrah Financial Services, Inc. | 0.15% | Reduce -0.6% | 15,700 | $598K |
| Curi Capital, LLC | 0.01% | Add +30.5% | 15,342 | $584K |
| Legacy Bridge, LLC | 0.18% | No change | 15,265 | $581K |
| RBF Capital, LLC | 0.02% | No change | 15,000 | $571K |
| Ascent Group, LLC | 0.02% | New | 14,314 | $545K |
| Hantz Financial Services, Inc. | 0.01% | Add +138.6% | 14,305 | $545K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 14,290 | $544K |
| Pallas Capital Advisors LLC | 0.02% | New | 14,225 | $542K |
| Allworth Financial LP | 0.00% | Add +109.7% | 14,168 | $540K |
| Swiss Life Asset Management Ltd | 0.00% | Add +16.0% | 13,842 | $527K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -2.2% | 13,825 | $526K |
| Abacus Wealth Partners, LLC | 0.05% | Add +3.5% | 13,220 | $503K |
| D.A. Davidson & Co. | 0.00% | New | 12,533 | $477K |
| Affinity Capital Advisors, LLC | 0.06% | Add +62.8% | 12,094 | $474K |
| Blackstone Inc. | 0.00% | New | 12,124 | $462K |
| Aviva PLC | 0.00% | New | 11,893 | $453K |
| Simplicity Wealth,LLC | 0.02% | New | 11,731 | $447K |
| &partners | 0.00% | Reduce -0.5% | 11,703 | $446K |
| Krilogy Financial LLC | 0.01% | New | 11,663 | $444K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 11,600 | $442K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | New | 11,523 | $439K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 11,317 | $438K |
| Frec Markets, Inc. | 0.04% | New | 11,239 | $428K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 11,192 | $426K |
| EP Wealth Advisors, LLC | 0.00% | Add +58.0% | 11,031 | $420K |
| West Family Investments, Inc. | 0.12% | New | 10,929 | $416K |
| Nykredit A/S | 0.00% | — | 10,685 | $407K |
| Natixis Advisors, LLC | 0.00% | New | 10,472 | $398K |
| Baker Avenue Asset Management, LP | 0.01% | New | 10,354 | $394K |
| HighTower Advisors, LLC | 0.00% | Reduce -50.6% | 10,350 | $394K |
| Securian Asset Management, Inc. | 0.01% | No change | 9,343 | $393K |
| Waverly Advisors, LLC | 0.00% | New | 10,223 | $389K |
| Bank of Nova Scotia | 0.00% | Reduce -24.4% | 10,114 | $385K |
| Syon Capital LLC | 0.02% | New | 10,034 | $382K |
| Arkadios Wealth Advisors | 0.01% | New | 9,997 | $381K |
| CX Institutional | 0.01% | Add +2.1% | 9,938 | $378K |
| CWC Advisors, LLC. | 0.17% | Reduce -4.8% | 9,798 | $373K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.8% | 9,794 | $373K |
| Citizens Financial Group Inc. | 0.00% | New | 9,586 | $368K |
| Aviso Wealth Management | 0.13% | Add +0.9% | 9,639 | $367K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +129.6% | 9,497 | $362K |
| Compass Financial Management LLC | 0.04% | — | 9,381 | $357K |
| Brown Advisory Inc. | 0.00% | Reduce -1.7% | 9,142 | $348K |
| Taylor Hoffman Capital Management LLC | 0.08% | No change | 9,027 | $344K |
| Evergreen Capital Management LLC | 0.01% | Add +39.5% | 8,960 | $344K |
| Evolve Private Wealth, LLC | 0.02% | New | 8,918 | $343K |
| Diversified Trust Co. | 0.01% | New | 8,905 | $339K |
| Bridgewater Associates | 0.00% | Reduce -81.2% | 8,759 | $334K |
| HM Payson & Co. | 0.00% | Reduce -2.2% | 8,750 | $333K |
| FCG Investment Co | 0.11% | New | 8,690 | $331K |
| Waddell & Associates, LLC | 0.02% | New | 8,438 | $321K |
| Inscription Capital, LLC | 0.03% | Add +18.2% | 8,432 | $321K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 8,249 | $314K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.9% | 8,141 | $310K |
| Bayforest Capital Ltd | 0.29% | New | 8,109 | $309K |
| Kera Capital Partners, Inc. | 0.03% | New | 8,065 | $307K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +159.8% | 8,006 | $305K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 7,963 | $303K |
| Mission Wealth Management, LP | 0.00% | New | 7,904 | $301K |
| Savant Capital, LLC | 0.00% | New | 7,421 | $297K |
| AlphaCore Capital LLC | 0.01% | New | 7,531 | $289K |
| Caerus Investment Advisors, LLC | 0.10% | New | 7,443 | $283K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.0% | 7,263 | $277K |
| Blue Trust, Inc. | 0.00% | Add +1.8% | 7,213 | $275K |
| Keybank National Association | 0.00% | Add +9.1% | 7,113 | $271K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,978 | $266K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +45.3% | 6,873 | $262K |
| Park National Corp. | 0.01% | Reduce -2.8% | 6,800 | $259K |
| Allstate Corp. | 0.00% | New | 6,800 | $259K |
| Truist Financial Corp. | 0.00% | Reduce -7.7% | 6,789 | $259K |
| Utah Retirement Systems | 0.00% | No change | 6,719 | $256K |
| HUB Investment Partners, LLC | 0.00% | New | 6,665 | $254K |
| Blueshift Asset Management, LLC | 0.06% | Reduce -57.2% | 6,520 | $248K |
| Praxis Investment Management Inc. | 0.01% | New | 6,506 | $248K |
| DNB Asset Management AS | 0.00% | No change | 6,509 | $248K |
| Maryland State Retirement & Pension System | 0.00% | No change | 6,486 | $247K |
| MOKAN Wealth Management Inc. | 0.09% | Add +1.3% | 6,434 | $245K |
| Silver Coast Investments LLC | 0.07% | No change | 6,428 | $245K |
| Proficio Capital Partners LLC | 0.01% | New | 6,422 | $245K |
| Applied Finance Capital Management, LLC | 0.02% | New | 6,350 | $242K |
| Compound Planning, Inc. | 0.01% | New | 6,298 | $240K |
| Integrated Quantitative Investments LLC | 0.04% | New | 6,110 | $233K |
| Legato Capital Management LLC | 0.02% | New | 6,110 | $233K |
| Waldron Private Wealth LLC | 0.01% | New | 6,075 | $231K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 5,999 | $231K |
| Glenmede Trust Co. NA | 0.00% | New | 5,978 | $228K |
| JMN Financial LLC | 0.18% | New | 5,897 | $227K |
| Rothschild Wealth LLC | 0.02% | New | 5,945 | $226K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -25.8% | 5,890 | $224K |
| Harbour Investments, Inc. | 0.00% | Reduce -36.1% | 5,879 | $224K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,828 | $222K |
| Wedmont Private Capital | 0.01% | New | 5,538 | $219K |
| Arnhold LLC | 0.01% | New | 5,600 | $213K |
| Bridgefront Capital, LLC | 0.06% | Reduce -49.7% | 5,591 | $213K |
| Apollon Wealth Management, LLC | 0.00% | New | 5,564 | $212K |
| Optas, LLC | 0.03% | New | 5,558 | $212K |
| Parcion Private Wealth LLC | 0.01% | New | 5,544 | $211K |
| Eagle Harbor Asset Management Inc. | 0.17% | New | 5,542 | $211K |
| UMB Bank, n.a. | 0.00% | Add +12.0% | 5,537 | $211K |
| Crestwood Advisors Group, LLC | 0.00% | New | 5,501 | $209K |
| SYM FINANCIAL Corp | 0.02% | New | 5,401 | $206K |
| Cypress Point Wealth Management, LLC | 0.04% | New | 5,378 | $205K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +59.4% | 5,358 | $204K |
| CSS LLC | 0.03% | Reduce -60.6% | 5,179 | $197K |
| Signaturefd, LLC | 0.00% | Add +60.7% | 5,063 | $193K |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.4% | 4,919 | $187K |
| Smartleaf Asset Management LLC | 0.01% | No change | 4,456 | $170K |
| Covestor Ltd | 0.10% | Add +98.1% | 4,449 | $170K |
| STRS Ohio | 0.00% | Add +48.8% | 4,459 | $170K |
| State of Wyoming | 0.02% | Reduce -60.0% | 4,378 | $167K |
| 1620 Investment Advisors, Inc. | 0.10% | Reduce -2.5% | 4,053 | $154K |
| KBC Group NV | 0.00% | No change | 3,929 | $150K |
| Essential Partners LLC | 0.07% | Add +208.4% | 3,852 | $147K |
| New Vernon Capital Holdings II LLC | 0.08% | No change | 3,763 | $143K |
| Larson Financial Group LLC | 0.00% | Add +95.8% | 3,472 | $132K |
| Sterling Capital Management LLC | 0.00% | Reduce -8.3% | 3,344 | $127K |
| Parallel Advisors, LLC | 0.00% | Add +4.8% | 3,339 | $127K |
| SBI Securities Co., Ltd. | 0.00% | Add +156.5% | 3,278 | $125K |
| Global Retirement Partners, LLC | 0.00% | — | 2,929 | $112K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,566 | $98K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 2,400 | $91K |
| GAMMA Investing LLC | 0.00% | Add +96.8% | 2,315 | $88K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,303 | $88K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -31.6% | 2,084 | $80K |
| Versant Capital Management, Inc | 0.01% | Reduce -17.4% | 2,083 | $79K |
| Independence Bank of Kentucky | 0.01% | No change | 2,000 | $76K |
| True Wealth Design, LLC | 0.02% | Add +194.6% | 1,959 | $75K |
| Bard Associates Inc. | 0.02% | Add +4.2% | 1,898 | $73K |
| Huntington National Bank | 0.00% | Reduce -7.8% | 1,874 | $71K |
| Measured Wealth Private Client Group, LLC | 0.02% | Reduce -47.4% | 1,744 | $66K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,697 | $65K |
| Plato Investment Management Ltd | 0.00% | New | 1,614 | $61K |
| Quarry LP | 0.01% | New | 1,598 | $61K |
| Bogart Wealth, LLC | 0.00% | Add +6.4% | 1,395 | $53K |
| National Bank of Canada | 0.00% | Reduce -15.9% | 1,241 | $47K |
| Meeder Asset Management Inc. | 0.00% | New | 1,204 | $46K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +19.9% | 1,197 | $46K |
| High Point Wealth Management, LLC | 0.04% | Add +1.4% | 1,168 | $44K |
| Corsicana & Co. | 0.02% | No change | 1,050 | $40K |
| Elevation Wealth Partners, LLC | 0.01% | Add +34.5% | 1,040 | $40K |
| Clearstead Advisors, LLC | 0.00% | Add +2467.5% | 1,027 | $39K |
| Employees Retirement System of Texas | 0.00% | No change | 1,000 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -3.1% | 984 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.0% | 936 | $36K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +54.0% | 895 | $34K |
| Quent Capital, LLC | 0.00% | Add +56.1% | 849 | $32K |
| QVIDTVM Management LLC | 0.04% | Reduce -96.4% | 844 | $32K |
| Valley National Advisers Inc. | 0.00% | No change | 800 | $30K |
| Salem Investment Counselors Inc. | 0.00% | No change | 714 | $27K |
| Leonteq Securities AG | 0.00% | Reduce -74.3% | 700 | $27K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 700 | $27K |
| WPG Advisers, LLC | 0.02% | Reduce -8.3% | 692 | $26K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -1.3% | 671 | $26K |
| SHP Wealth Management | 0.00% | Add +11.4% | 636 | $24K |
| Penserra Capital Management LLC | 0.00% | Reduce -9.8% | 641 | $24K |
| Owl Creek Wealth Partners LLC | 0.01% | Reduce -15.0% | 624 | $24K |
| WealthCollab, LLC | 0.01% | Add +159.8% | 613 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 590 | $23K |
| IFP Advisors, Inc | 0.00% | Reduce -49.2% | 604 | $23K |
| CENTRAL TRUST Co | 0.00% | Add +1240.0% | 603 | $23K |
| Atwood & Palmer Inc. | 0.00% | No change | 570 | $22K |
| Bessemer Group Inc. | 0.00% | Add +28.6% | 558 | $21K |
| Mather Group, Llc. | 0.00% | No change | 531 | $20K |
| Fulcrum Asset Management LLP | 0.00% | New | 502 | $19K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 500 | $19K |
| NFSG Corp | 0.00% | No change | 500 | $19K |
| Nemes Rush Group LLC | 0.00% | New | 500 | $19K |
| Kemnay Advisory Services Inc. | 0.00% | New | 480 | $18K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -81.5% | 410 | $16K |
| Manchester Capital Management LLC | 0.00% | Add +7960.0% | 403 | $15K |
| Eastern Bank | 0.00% | No change | 400 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.3% | 392 | $15K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 379 | $14K |
| SJS Investment Consulting Inc. | 0.00% | Add +281.6% | 374 | $14K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +70.1% | 359 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 358 | $14K |
| Zions Bancorporation, National Association | 0.00% | Add +72.5% | 357 | $14K |
| Spire Wealth Management | 0.00% | No change | 314 | $12K |
| Oakmont Advisory Group, LLC | 0.01% | New | 309 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Add +30.2% | 302 | $12K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -42.9% | 300 | $11K |
| Continuum Advisory, LLC | 0.00% | New | 292 | $11K |
| Pacific Center for Financial Services | 0.00% | No change | 280 | $11K |
| Highline Wealth Partners LLC | 0.00% | No change | 271 | $10K |
| Tsfg, LLC | 0.00% | Add +1.5% | 263 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.8% | 228 | $9K |
| LRI Investments, LLC | 0.00% | Add +51.0% | 216 | $8K |
| Basepoint Wealth LLC | 0.00% | Add +1.4% | 211 | $8K |
| Sittner & Nelson, LLC | 0.00% | No change | 200 | $8K |
| Abound Wealth Management | 0.00% | No change | 200 | $8K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 193 | $7K |
| Dogwood Wealth Management LLC | 0.00% | Add +153.5% | 180 | $7K |
| North Star Investment Management Corp. | 0.00% | Reduce -91.0% | 178 | $7K |
| International Assets Investment Management, LLC | 0.00% | Reduce -97.6% | 165 | $6K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 167 | $6K |
| Sachetta, LLC | 0.00% | Reduce -4.0% | 142 | $5K |
| Centennial Bank | 0.00% | No change | 140 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +19.8% | 139 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 133 | $5K |
| McMillan Office, Inc. | 0.00% | No change | 130 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 125 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 121 | $5K |
| High Note Wealth, LLC | 0.00% | Add +14.6% | 118 | $4K |
| Grove Bank & Trust | 0.00% | No change | 113 | $4K |
| Avion Wealth | 0.00% | Add +117.5% | 124 | $4K |
| Darwin Wealth Management, LLC | 0.00% | Add +2.2% | 94 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -56.2% | 88 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 85 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +110.3% | 82 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.2% | 81 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 76 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -88.5% | 75 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Add +247.6% | 73 | $3K |
| Richardson Financial Services Inc. | 0.00% | New | 70 | $3K |
| JPL Wealth Management, LLC | 0.00% | Add +76.3% | 67 | $3K |
| Blume Capital Management, Inc. | 0.00% | No change | 66 | $3K |
| Kilter Group LLC | 0.00% | Reduce -1.5% | 64 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -72.4% | 64 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 53 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 52 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | New | 51 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 48 | $2K |
| Ameriflex Group, Inc. | 0.00% | New | 46 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 46 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 42 | $2K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 39 | $1K |
| CoreCap Advisors, LLC | 0.00% | Reduce -81.6% | 36 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +230.0% | 33 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +580.0% | 34 | $1K |
| Torren Management, LLC | 0.00% | No change | 33 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 28 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 15 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 17 | $1K |
| CKW Financial Group | 0.00% | New | 19 | $1K |
| Synergy Investment Management, LLC | 0.00% | New | 21 | $991 |
| Aventura Private Wealth, LLC | 0.00% | No change | 26 | $990 |
| Cromwell Holdings LLC | 0.00% | No change | 24 | $924 |
| Sunrise Financial Services, LLC | 0.00% | No change | 23 | $876 |
| Dunhill Financial, LLC | 0.00% | Reduce -11.5% | 23 | $875 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +17.6% | 20 | $779 |
| Rossby Financial, LCC | 0.00% | Reduce -51.2% | 20 | $762 |
| Trifecta Capital Advisors, LLC | 0.00% | New | 17 | $648 |
| Creative Capital Management Investments LLC | 0.00% | New | 17 | $647 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 16 | $610 |
| Asset Dedication, LLC | 0.00% | No change | 16 | $610 |
| Planning Strategies Inc. | 0.00% | — | 15 | $571 |
| Hughes Financial Services, LLC | 0.00% | Add +116.7% | 13 | $495 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $457 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $381 |
| MV Capital Management, Inc. | 0.00% | Reduce -68.8% | 10 | $381 |
| West Paces Advisors Inc. | 0.00% | New | 9 | $343 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -22.2% | 7 | $267 |
| Mosley Wealth Management | 0.00% | New | 7 | $267 |
| First Horizon Corp. | 0.00% | No change | 7 | $267 |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -91.3% | 7 | $267 |
| Cordant, Inc. | 0.00% | New | 7 | $259 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 6 | $228 |
| HFM Investment Advisors, LLC | 0.00% | Add +400.0% | 5 | $191 |
| NBT Bank, N.A. | 0.00% | No change | 5 | $190 |
| IFG Advisory, LLC | 0.00% | New | 4 | $152 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $119 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -57.1% | 3 | $114 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 2 | $77 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $39 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $38 |
| Navigoe, LLC | 0.00% | New | 3 | $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.