Henry ScheinHSIC
13F holders, Q1 2026 (March 31)564holders +19
63new positions
46sold out
10famous investors
$73.71avg. 13F price*
At the end of Q1 2026, 564 institutions reported holding Henry Schein Inc. (HSIC) in their 13F filings, up 19 from Q4 2025. 63 opened new positions and 46 sold out. The largest holders were Kohlberg Kravis Roberts & Co. L.P. ($1.2B), BlackRock, Inc. ($517.6M) and Artisan Partners Limited Partnership ($484.4M). 10 famous investors held it, including David Einhorn (1.4% of Greenlight Capital (DME Capital Management)'s portfolio), Mario Gabelli (0.3% of GAMCO Investors's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Henry Schein Inc.
- Filed as
- SCHEIN HENRY INC (Q1 2026)
- Sector
- Health Care
- CUSIP
- 806407102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $101.0M |
| Exits | 46 | $71.3M |
All 13F filers, Q4 2025 → Q1 2026: 8,413,104 shares bought and 7,779,645 shares sold, net +633,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 564 holders
| Kohlberg Kravis Roberts & Co. L.P. | 22.61% | No change | 15,652,032 | $1.2B |
| BlackRock, Inc. | 0.01% | Add +0.9% | 7,022,989 | $517.6M |
| Artisan Partners Limited Partnership | 0.79% | Reduce -1.1% | 6,573,023 | $484.4M |
| Vanguard Capital Management LLC | 0.01% | — | 6,423,167 | $473.4M |
| FMR LLC | 0.02% | Add +44.0% | 5,722,149 | $421.7M |
| Invesco Ltd. | 0.04% | Add +9.7% | 4,886,483 | $360.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -10.6% | 4,562,512 | $331.7M |
| State Street Corp. | 0.01% | Reduce -0.6% | 4,378,981 | $322.7M |
| Vanguard Portfolio Management LLC | 0.02% | — | 4,194,920 | $309.2M |
| American Century Companies Inc. | 0.14% | Reduce -1.9% | 3,594,359 | $264.9M |
| Palestra Capital Management LLC | 9.88% | Add +43.2% | 3,412,667 | $251.5M |
| Southpoint Capital Advisors LP | 4.85% | Add +28.0% | 3,200,000 | $235.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +2.0% | 2,873,004 | $211.7M |
| Geode Capital Management, LLC | 0.01% | Add +1.3% | 2,770,250 | $203.8M |
| Bank of Montreal | 0.06% | Reduce -4.7% | 2,043,970 | $150.6M |
| Fiduciary Management Inc. | 1.79% | Reduce -14.8% | 1,954,083 | $144.0M |
| Ameriprise Financial Inc. | 0.03% | Reduce -24.5% | 1,813,897 | $133.7M |
| Lyrical Asset Management LP | 1.74% | Reduce -7.9% | 1,544,442 | $113.8M |
| Schroder Investment Management Group | 0.09% | Add +1.8% | 1,514,385 | $110.1M |
| Morgan Stanley | 0.01% | Reduce -4.6% | 1,426,698 | $105.1M |
| Swedbank AB | 0.10% | Reduce -0.1% | 1,310,822 | $96.6M |
| M.D. Sass, LLC | 7.11% | Add +2.9% | 1,273,316 | $93.8M |
| Snyder Capital Management L P | 1.81% | Reduce -8.3% | 1,268,809 | $93.5M |
| Bank of America Corp. | 0.01% | Add +6.0% | 1,221,585 | $90.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.5% | 1,059,516 | $78.1M |
| UBS Group AG | 0.01% | Add +85.0% | 1,055,466 | $77.8M |
| Northern Trust Corp. | 0.01% | Add +1.2% | 993,487 | $73.2M |
| DekaBank Deutsche Girozentrale | 0.12% | No change | 953,792 | $70.3M |
| Pzena Investment Management LLC | 0.21% | Reduce -0.0% | 887,639 | $65.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.7% | 831,903 | $61.3M |
| Thompson Siegel & Walmsley LLC | 1.05% | Reduce -0.5% | 805,284 | $59.3M |
| Ananym Capital Management, LP | 18.97% | Add +23.3% | 674,883 | $49.7M |
| Ulysses Management LLC | 18.04% | Reduce -2.3% | 649,858 | $47.9M |
| Defilade Capital Management, L.P. | 6.46% | Add +94.8% | 624,037 | $46.0M |
| SG Americas Securities, LLC | 0.05% | Reduce -26.1% | 606,492 | $44.7M |
| Greenlight Capital (DME Capital Management) | 1.38% | Add +27.7% | 599,300 | $44.2M |
| Raymond James Financial Inc. | 0.01% | Add +14.8% | 561,672 | $41.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 561,239 | $41.4M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 545,599 | $40.2M |
| Point72 Asset Management | 0.07% | New | 520,134 | $38.3M |
| Clarkston Capital Partners, LLC | 2.72% | Reduce -67.2% | 484,174 | $35.7M |
| Staley Capital Advisers Inc. | 1.41% | Add +12115.2% | 450,740 | $33.2M |
| Deutsche Bank AG | 0.01% | Add +19.6% | 415,301 | $30.6M |
| Nomura Holdings Inc. | 0.24% | Reduce -55.4% | 392,706 | $28.9M |
| Lone Peak Global Investors LLC | 4.63% | Add +2.0% | 377,411 | $27.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.5% | 370,995 | $27.3M |
| GAMCO Investors | 0.26% | Reduce -4.9% | 360,949 | $26.6M |
| Leith Wheeler Investment Counsel Ltd. | 2.16% | Reduce -2.2% | 355,314 | $26.2M |
| Private Management Group Inc. | 0.70% | Reduce -2.6% | 331,222 | $24.4M |
| Van Lanschot Kempen Investment Management N.V. | 0.20% | Add +2.3% | 305,899 | $22.5M |
| P2 Capital Partners, LLC | 10.51% | Reduce -17.2% | 299,486 | $22.1M |
| Gabelli Funds LLC | 0.15% | No change | 289,536 | $21.3M |
| Zuckerman Investment Group, LLC | 2.01% | Add +0.3% | 288,558 | $21.3M |
| Nuveen, LLC | 0.01% | Add +5.9% | 282,302 | $20.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -30.9% | 278,022 | $20.5M |
| Lakewood Capital Management, LP | 1.24% | Reduce -14.1% | 262,000 | $19.3M |
| Rhumbline Advisers | 0.02% | Add +1.9% | 259,517 | $19.1M |
| California Public Employees Retirement System | 0.01% | Reduce -14.9% | 246,925 | $18.2M |
| Sei Investments Co. | 0.02% | Reduce -0.6% | 245,504 | $18.1M |
| Cresset Asset Management, LLC | 0.08% | Add +0.5% | 239,591 | $17.7M |
| Franklin Resources Inc. | 0.00% | Add +307.9% | 233,865 | $17.2M |
| Legal & General Group Plc | 0.00% | Reduce -7.2% | 218,530 | $16.1M |
| Swiss National Bank | 0.01% | Reduce -2.6% | 209,700 | $15.5M |
| Vanguard Global Advisers, LLC | 0.01% | — | 209,224 | $15.4M |
| Nuance Investments, LLC | 1.99% | Reduce -31.3% | 193,856 | $14.3M |
| Westwood Holdings Group Inc. | 0.10% | Add +1.9% | 188,940 | $13.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -4.4% | 187,532 | $13.8M |
| Everett Harris & Co. | 0.17% | Add +8.9% | 183,262 | $13.5M |
| Barclays PLC | 0.00% | Reduce -41.8% | 181,816 | $13.4M |
| Marathon Asset Management Ltd | 0.50% | Add +13.4% | 177,713 | $13.1M |
| Amundi | 0.00% | Reduce -0.7% | 176,366 | $13.0M |
| HSBC Holdings PLC | 0.01% | Add +40.7% | 173,858 | $12.8M |
| Millennium Management | 0.01% | Add +78.8% | 165,693 | $12.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -65.6% | 163,076 | $12.0M |
| James J. Burns & Company, LLC | 1.54% | Add +1293.7% | 153,777 | $11.3M |
| PFM Health Sciences, LP | 1.21% | New | 153,114 | $11.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.7% | 148,998 | $11.0M |
| First Trust Advisors LP | 0.01% | Reduce -40.4% | 142,666 | $10.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -18.2% | 138,672 | $10.5M |
| Stephens Investment Management Group LLC | 0.14% | Reduce -1.0% | 137,664 | $10.1M |
| Petrus Trust Company, LTA | 1.09% | New | 135,000 | $9.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.5% | 132,151 | $9.7M |
| California State Teachers Retirement System | 0.01% | Add +16.3% | 123,992 | $9.1M |
| Principal Financial Group Inc. | 0.00% | Add +7.2% | 122,845 | $9.1M |
| Heartland Advisors Inc. | 0.45% | No change | 120,000 | $8.8M |
| HRT Financial LP | 0.02% | Reduce -33.8% | 119,077 | $8.8M |
| Bank of Nova Scotia | 0.02% | Add +1263.2% | 116,808 | $8.6M |
| Clearline Capital LP | 0.67% | Reduce -43.3% | 116,540 | $8.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.0% | 115,299 | $8.5M |
| HFR Wealth Management, LLC | 2.08% | Reduce -1.6% | 115,128 | $8.5M |
| Illinois Municipal Retirement Fund | 0.11% | Add +6.5% | 112,671 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.9% | 111,010 | $8.2M |
| Quantinno Capital Management LP | 0.01% | Add +15.7% | 108,653 | $8.0M |
| Stenger Family Office, LLC | 1.39% | New | 24,519 | $7.9M |
| Man Group plc | 0.02% | Reduce -66.6% | 104,596 | $7.7M |
| First Manhattan Co. Llc. | 0.02% | Reduce -12.5% | 103,001 | $7.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.7% | 100,988 | $7.4M |
| New York State Teachers Retirement System | 0.01% | Add +0.1% | 99,278 | $7.3M |
| Banyan Capital Management, Inc. | 3.14% | Reduce -27.2% | 98,882 | $7.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 94,235 | $6.9M |
| Tidal Investments LLC | 0.02% | Add +615.8% | 93,149 | $6.8M |
| AdvisorShares Investments LLC | 1.16% | Reduce -8.8% | 86,345 | $6.4M |
| Neuberger Berman Group LLC | 0.00% | Add +392.8% | 81,506 | $6.0M |
| Berger Financial Group, Inc | 0.33% | Add +69.3% | 80,790 | $6.0M |
| Sprucegrove Investment Management Ltd. | 0.94% | Reduce -19.2% | 80,127 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.7% | 79,635 | $5.9M |
| Olstein Capital Management, L.P. | 1.19% | Reduce -16.9% | 74,000 | $5.5M |
| Foyston, Gordon & Payne Inc | 1.26% | Add +3.8% | 73,934 | $5.4M |
| LGT Group Foundation | 0.07% | Reduce -11.4% | 73,381 | $5.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.5% | 72,978 | $5.4M |
| Citigroup Inc. | 0.00% | Add +35.9% | 72,227 | $5.3M |
| Gotham Asset Management | 0.02% | Add +2160.5% | 72,065 | $5.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -41.5% | 66,084 | $4.9M |
| Welch Capital Partners LLC | 1.06% | Reduce -57.1% | 63,897 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +8.5% | 63,386 | $4.7M |
| Brevan Howard Capital Management LP | 0.05% | New | 61,381 | $4.5M |
| Creative Planning | 0.00% | Add +12.4% | 61,080 | $4.5M |
| Dilation Capital Management LP | 2.21% | Reduce -24.7% | 59,841 | $4.4M |
| New York State Common Retirement Fund | 0.01% | No change | 59,509 | $4.4M |
| Taproot Management LP | 0.83% | Add +35.1% | 59,441 | $4.4M |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 56,320 | $4.2M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +0.1% | 52,002 | $3.8M |
| GHP Investment Advisors, Inc. | 0.16% | Reduce -1.8% | 51,813 | $3.8M |
| Lee Danner & Bass Inc. | 0.24% | No change | 51,370 | $3.8M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.8% | 50,445 | $3.7M |
| Prudential Financial Inc. | 0.00% | Reduce -2.9% | 50,147 | $3.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.5% | 49,166 | $3.6M |
| Baker Ellis Asset Management LLC | 0.42% | Reduce -2.0% | 48,343 | $3.6M |
| Moran Wealth Management, LLC | 0.11% | Reduce -0.1% | 47,457 | $3.5M |
| CIBC Bancorp USA Inc. | 0.00% | — | 44,590 | $3.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.8% | 43,499 | $3.2M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -2.9% | 42,580 | $3.1M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | New | 42,300 | $3.1M |
| Cinctive Capital Management LP | 0.20% | Add +18.8% | 42,161 | $3.1M |
| Guardian Capital LP | 0.08% | No change | 41,476 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.8% | 40,897 | $3.0M |
| Swiss Life Asset Management Ltd | 0.01% | Add +154.3% | 14,718 | $3.0M |
| Qube Research & Technologies Ltd | 0.00% | New | 40,262 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +16.0% | 38,921 | $2.9M |
| Waverly Advisors, LLC | 0.02% | Add +0.3% | 38,128 | $2.8M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -43.7% | 37,811 | $2.8M |
| National Bank of Canada | 0.00% | Reduce -26.3% | 37,383 | $2.8M |
| Palisade Capital Management, LP | 0.10% | Reduce -17.0% | 37,131 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 35,900 | $2.6M |
| AQR Capital Management | 0.00% | Add +110.4% | 34,865 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +2.6% | 34,385 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | Add +9.5% | 33,500 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +9.0% | 33,207 | $2.4M |
| TCW Group Inc. | 0.02% | Add +16.0% | 33,202 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -83.1% | 33,183 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.2% | 32,713 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -32.3% | 32,105 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.6% | 32,133 | $2.4M |
| Bridgewater Associates | 0.01% | Add +333.0% | 32,098 | $2.4M |
| Salem Investment Counselors Inc. | 0.07% | Reduce -0.5% | 30,900 | $2.3M |
| SEB Asset Management AB | 0.01% | — | 30,887 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -67.4% | 30,829 | $2.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +3.7% | 30,702 | $2.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -1.4% | 30,675 | $2.3M |
| LPL Financial LLC | 0.00% | Add +1.4% | 30,152 | $2.2M |
| Prelude Capital Management, LLC | 0.17% | Add +72.0% | 29,792 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -4.3% | 29,103 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 28,799 | $2.1M |
| Public Sector Pension Investment Board | 0.01% | Add +11.8% | 28,509 | $2.1M |
| Formuepleje A/S | 0.19% | New | 28,291 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +3.4% | 28,278 | $2.1M |
| CenterBook Partners LP | 0.11% | Add +287.2% | 28,147 | $2.1M |
| Capital Fund Management S.A. | 0.02% | New | 27,473 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -35.7% | 27,391 | $2.0M |
| Czech National Bank | 0.01% | Add +3.3% | 27,253 | $2.0M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 27,187 | $2.0M |
| Voya Investment Management LLC | 0.00% | Reduce -2.5% | 26,697 | $2.0M |
| State of Michigan Retirement System | 0.01% | No change | 26,188 | $1.9M |
| New York Life Investment Management LLC | 0.02% | Add +10.7% | 26,097 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -23.7% | 25,946 | $1.9M |
| Brandes Investment Partners, LP | 0.01% | Add +15.7% | 25,942 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -10.3% | 29,845 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -1.8% | 25,202 | $1.9M |
| Ridgewood Investments LLC | 0.76% | — | 25,063 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.6% | 24,000 | $1.8M |
| LSV Asset Management | 0.00% | Add +46.9% | 23,800 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.7% | 23,404 | $1.7M |
| Diversified Management Inc. | 0.30% | New | 23,361 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 23,310 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.1% | 23,263 | $1.7M |
| CIBC Asset Management Inc | 0.00% | Add +0.4% | 23,232 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -72.0% | 22,757 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.1% | 22,604 | $1.7M |
| Panagora Asset Management Inc. | 0.01% | No change | 22,383 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -1.3% | 22,202 | $1.6M |
| Fifth Third Bancorp | 0.00% | Add +912.5% | 21,971 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | Add +99.9% | 21,851 | $1.6M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -2.6% | 21,275 | $1.6M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.2% | 21,251 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.0% | 20,881 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +18.8% | 20,486 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.5% | 20,479 | $1.5M |
| Allstate Corp. | 0.02% | New | 20,385 | $1.5M |
| WINTON GROUP Ltd | 0.05% | Reduce -49.6% | 20,323 | $1.5M |
| Amalgamated Bank | 0.01% | Add +0.7% | 19,616 | $1.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +43.0% | 19,563 | $1.4M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -7.7% | 19,208 | $1.4M |
| Walleye Trading LLC | 0.03% | New | 18,973 | $1.4M |
| JLB & Associates Inc. | 0.20% | Reduce -43.2% | 18,839 | $1.4M |
| Accurate Wealth Management, LLC | 0.17% | New | 18,263 | $1.4M |
| TD Asset Management Inc | 0.00% | Add +0.2% | 17,242 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +31.1% | 17,040 | $1.3M |
| Southeastern Asset Management Inc. | 0.06% | No change | 17,038 | $1.3M |
| K.J. Harrison & Partners Inc | 0.21% | New | 17,000 | $1.3M |
| Havemeyer Place LP | 0.14% | Add +95.1% | 16,583 | $1.2M |
| Steinberg Asset Management LLC | 0.79% | No change | 16,491 | $1.2M |
| Kerrisdale Advisers, LLC | 0.45% | No change | 16,026 | $1.2M |
| ProShare Advisors LLC | 0.00% | Reduce -20.6% | 16,007 | $1.2M |
| Toronto Dominion Bank | 0.00% | Reduce -7.4% | 15,884 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.4% | 15,167 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +12.4% | 15,146 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +0.6% | 15,129 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -6.0% | 14,827 | $1.1M |
| Magnetar Financial LLC | 0.01% | New | 14,958 | $1.1M |
| Hillsdale Investment Management Inc. | 0.03% | New | 14,630 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Add +2.8% | 14,573 | $1.1M |
| State of Wyoming | 0.13% | Add +32.9% | 14,555 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -81.0% | 14,420 | $1.1M |
| Redwood Investment Management, LLC | 0.13% | Reduce -1.3% | 14,258 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Add +4.0% | 14,150 | $1.0M |
| Cardinal Capital Management | 0.13% | Add +2.0% | 13,909 | $1.0M |
| Keybank National Association | 0.00% | Reduce -0.2% | 13,874 | $1.0M |
| Victory Capital Management Inc. | 0.00% | Add +2.6% | 13,872 | $1.0M |
| NEOS Investment Management LLC | 0.01% | New | 13,716 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -1.6% | 13,633 | $1.0M |
| Xponance LLC | 0.01% | Add +26.4% | 13,299 | $980K |
| Guggenheim Capital LLC | 0.01% | Add +146.2% | 12,852 | $947K |
| Sendero Wealth Management, LLC | 0.10% | Reduce -11.1% | 12,777 | $942K |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 12,696 | $936K |
| Mariner, LLC | 0.00% | Reduce -33.7% | 12,522 | $923K |
| Marathon Partners Equity Management, LLC | 1.05% | Reduce -73.7% | 12,500 | $921K |
| Buckland Partners Management Co LLC | 0.55% | No change | 12,400 | $914K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -7.0% | 12,016 | $886K |
| XTX Topco Ltd | 0.02% | Reduce -54.8% | 11,763 | $867K |
| Empowered Funds, LLC | 0.01% | New | 11,551 | $851K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 11,423 | $842K |
| Radnor Capital Management, LLC | 0.12% | No change | 11,415 | $841K |
| Central Pacific Bank - Trust Division | 0.11% | No change | 11,300 | $833K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -11.9% | 11,251 | $829K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.9% | 11,247 | $829K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,164 | $823K |
| Exchange Traded Concepts, LLC | 0.01% | Add +6.8% | 10,749 | $792K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.9% | 10,674 | $787K |
| Wealthfront Advisers LLC | 0.00% | Add +1.2% | 10,666 | $786K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -42.1% | 10,063 | $742K |
| Ethic Inc. | 0.01% | Add +115.1% | 9,919 | $731K |
| First Pacific Advisors, LP | 0.01% | New | 9,914 | $731K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.8% | 9,798 | $722K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 9,740 | $718K |
| Lido Advisors, LLC | 0.00% | Reduce -10.8% | 9,651 | $711K |
| Ritholtz Wealth Management | 0.01% | Add +23.1% | 9,639 | $710K |
| Dakota Wealth Management | 0.02% | Reduce -0.9% | 9,613 | $708K |
| Jones Financial Companies LLLP | 0.00% | Add +327.5% | 9,644 | $697K |
| Machina Capital S.A.S. | 0.14% | New | 9,325 | $687K |
| AlphaGrep UK Ltd | 0.20% | Add +159.3% | 9,033 | $666K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +6.6% | 9,013 | $664K |
| Glenmede Trust Co. NA | 0.00% | Add +50.6% | 8,888 | $655K |
| Dark Forest Capital Management LP | 0.06% | Reduce -21.0% | 8,865 | $653K |
| Cary Street Partners Financial LLC | 0.02% | Add +3.6% | 8,845 | $652K |
| Natixis | 0.00% | New | 8,677 | $639K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -34.0% | 8,536 | $629K |
| MML Investors Services, LLC | 0.00% | Reduce -4.4% | 8,246 | $608K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.1% | 8,157 | $601K |
| M&T Bank Corp | 0.00% | Add +0.1% | 8,122 | $599K |
| Clark Estates Inc. | 0.14% | New | 8,000 | $590K |
| Equitable Trust Co. | 0.03% | Reduce -2.4% | 7,953 | $586K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -3.1% | 7,853 | $579K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.2% | 7,766 | $572K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -2.5% | 7,756 | $572K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -28.2% | 7,733 | $570K |
| Blair William & Co. | 0.00% | Add +0.5% | 7,698 | $567K |
| Simplex Trading, LLC | 0.02% | Reduce -5.5% | 7,643 | $563K |
| Reflection Asset Management | 0.34% | Add +10.0% | 7,515 | $554K |
| North Star Asset Management Inc. | 0.02% | No change | 7,485 | $552K |
| Vestcor Inc | 0.01% | Reduce -34.6% | 7,399 | $545K |
| Wellington Management Group LLP | 0.00% | Reduce -5.7% | 7,303 | $538K |
| Lincoln Capital LLC | 0.10% | No change | 7,300 | $538K |
| Leavell Investment Management, Inc. | 0.02% | No change | 7,131 | $526K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 7,272 | $524K |
| Bessemer Group Inc. | 0.00% | Add +9.8% | 6,990 | $515K |
| Aquatic Capital Management LLC | 0.01% | Add +274.2% | 6,844 | $504K |
| Cwm, LLC | 0.00% | Add +3.1% | 6,749 | $497K |
| 111 Capital | 0.12% | Add +150.6% | 6,669 | $492K |
| &partners | 0.00% | Add +1.6% | 6,556 | $483K |
| Truist Financial Corp. | 0.00% | Add +10.1% | 6,556 | $483K |
| Vident Advisory, LLC | 0.00% | Add +51.7% | 6,481 | $478K |
| Morningstar Investment Management LLC | 0.03% | Reduce -26.6% | 6,452 | $476K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.9% | 6,366 | $469K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +58.9% | 6,285 | $463K |
| Norinchukin Bank, The | 0.01% | Reduce -1.0% | 6,263 | $462K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 6,236 | $460K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.2% | 6,192 | $456K |
| Foster & Motley Inc. | 0.02% | Add +28.2% | 6,098 | $449K |
| Mizuho Securities USA LLC | 0.01% | Reduce -17.0% | 6,049 | $446K |
| Captrust Financial Advisors | 0.00% | Reduce -0.9% | 6,047 | $445K |
| Advisor OS, LLC | 0.03% | Add +3.7% | 5,953 | $439K |
| Oak Thistle LLC | 0.04% | New | 5,855 | $432K |
| Commerce Bank | 0.00% | Reduce -6.4% | 5,815 | $429K |
| Hartford Investment Management Co. | 0.01% | Reduce -0.0% | 5,749 | $424K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -0.8% | 5,722 | $422K |
| DNB Asset Management AS | 0.00% | New | 5,715 | $421K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 5,910 | $419K |
| Brooklyn Investment Group | 0.01% | New | 5,536 | $408K |
| Utah Retirement Systems | 0.00% | Reduce -69.4% | 5,396 | $398K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,324 | $392K |
| Aberdeen Group plc | 0.00% | Reduce -9.7% | 5,273 | $389K |
| Mercer Global Advisors Inc. | 0.00% | Add +21.3% | 5,237 | $386K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.7% | 5,231 | $386K |
| Studio Investment Management LLC | 0.07% | Reduce -0.4% | 5,170 | $381K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.6% | 5,105 | $376K |
| Louisiana State Employees Retirement System | 0.01% | No change | 5,100 | $376K |
| Jump Financial, LLC | 0.01% | New | 5,065 | $373K |
| Savant Capital, LLC | 0.00% | Add +3.4% | 5,030 | $371K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.0% | 5,060 | $370K |
| Thompson Investment Management, Inc. | 0.05% | No change | 5,000 | $369K |
| Pacer Advisors, Inc. | 0.00% | Reduce -37.9% | 4,997 | $368K |
| Rockefeller Capital Management L.P. | 0.00% | Add +335.0% | 4,972 | $366K |
| RKL Wealth Management LLC | 0.03% | No change | 4,801 | $354K |
| Layline Advisors, LLC | 0.39% | — | 4,785 | $353K |
| Empirical Finance, LLC | 0.02% | Reduce -0.5% | 4,756 | $351K |
| New Mexico Educational Retirement Board | 0.01% | No change | 4,750 | $350K |
| PEAK6 LLC | 0.01% | Reduce -66.8% | 4,707 | $347K |
| Citizens Financial Group Inc. | 0.00% | No change | 4,705 | $347K |
| Blackhawk Capital Partners, LLC | 0.13% | Add +8.7% | 4,665 | $344K |
| GAMMA Investing LLC | 0.02% | Add +23.7% | 4,657 | $343K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 4,634 | $342K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -55.4% | 4,613 | $340K |
| Lazard Asset Management LLC | 0.00% | New | 4,504 | $332K |
| Daymark Wealth Partners, LLC | 0.01% | Add +11.2% | 4,467 | $329K |
| E Fund Management Co., Ltd. | 0.01% | — | 4,410 | $325K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -27.8% | 4,265 | $314K |
| MQS Management LLC | 0.21% | New | 4,212 | $310K |
| Tudor Investment Corporation | 0.00% | Reduce -95.3% | 4,210 | $310K |
| Compound Planning, Inc. | 0.01% | Add +15.0% | 4,190 | $309K |
| Garde Capital, Inc. | 0.02% | No change | 4,189 | $309K |
| Riverwater Partners LLC | 0.10% | Reduce -13.9% | 4,175 | $308K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +0.6% | 4,113 | $303K |
| MUFG Securities EMEA plc | 0.00% | No change | 4,102 | $302K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -2.3% | 4,043 | $298K |
| Mirabella Financial Services LLP | 0.03% | Add +19.8% | 4,019 | $296K |
| MKT Advisors LLC | 0.10% | No change | 3,942 | $291K |
| Mountain Pacific Investment Advisers LLC | 0.05% | Reduce -13.3% | 3,900 | $287K |
| Arq Wealth Advisors, LLC | 0.05% | New | 3,850 | $284K |
| Gateway Investment Advisers LLC | 0.00% | New | 3,848 | $284K |
| Praxis Investment Management Inc. | 0.02% | New | 3,820 | $282K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 3,810 | $281K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 3,807 | $281K |
| Merit Financial Group, LLC | 0.00% | Reduce -88.2% | 3,793 | $280K |
| Scotia Capital Inc. | 0.00% | Add +6.0% | 3,777 | $278K |
| First National Bank of Omaha | 0.01% | Reduce -1.1% | 3,762 | $273K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -7.0% | 3,622 | $267K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -9.2% | 3,614 | $266K |
| Jane Street Group, LLC | 0.00% | Reduce -99.3% | 3,584 | $264K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -3.5% | 3,544 | $261K |
| Sterling Capital Management LLC | 0.01% | Reduce -44.1% | 3,543 | $261K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 3,435 | $253K |
| V-Square Quantitative Management LLC | 0.03% | Add +0.5% | 3,412 | $251K |
| Center for Financial Planning, Inc. | 0.03% | No change | 3,406 | $251K |
| Shufro Rose & Co. LLC | 0.02% | No change | 3,400 | $251K |
| Evercore Wealth Management, LLC | 0.00% | No change | 3,399 | $251K |
| Macquarie Group Ltd. | 0.00% | Reduce -21.9% | 3,303 | $243K |
| NTV Asset Management LLC | 0.03% | No change | 3,300 | $243K |
| Cambria Investment Management, L.P. | 0.01% | New | 3,244 | $239K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 3,225 | $238K |
| denkapparat Operations GmbH | 0.10% | No change | 3,222 | $237K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.2% | 3,203 | $236K |
| Patton Fund Management, Inc. | 0.04% | No change | 3,164 | $233K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,138 | $231K |
| Engineers Gate Manager LP | 0.00% | New | 3,127 | $230K |
| Claret Asset Management Corp | 0.03% | Add +0.0% | 3,122 | $230K |
| Farringdon Capital, Ltd. | 0.05% | Reduce -65.8% | 3,089 | $228K |
| North Dakota State Investment Board | 0.01% | Reduce -17.4% | 3,060 | $226K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.7% | 3,052 | $225K |
| Osaic Holdings, Inc. | 0.00% | Add +13.6% | 3,051 | $225K |
| Algert Global LLC | 0.00% | New | 3,040 | $224K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -7.7% | 3,000 | $221K |
| Aspen Investment Management Inc | 0.07% | No change | 3,000 | $221K |
| KBC Group NV | 0.00% | No change | 2,973 | $219K |
| Syon Capital LLC | 0.01% | New | 2,849 | $210K |
| Great Diamond Partners, LLC | 0.04% | No change | 2,840 | $209K |
| Sargent Investment Group, LLC | 0.03% | Reduce -0.2% | 2,820 | $208K |
| Stevens Capital Management LP | 0.03% | Reduce -51.8% | 2,810 | $207K |
| Mufg Securities Americas Inc. | 0.01% | Add +2.7% | 2,769 | $204K |
| GF Fund Management Co. LTD. | 0.00% | No change | 2,760 | $203K |
| PFG Investments, LLC | 0.01% | New | 2,739 | $202K |
| Securian Asset Management, Inc. | 0.01% | No change | 2,692 | $198K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +24.8% | 2,691 | $198K |
| Bfsg, LLC | 0.02% | No change | 2,662 | $196K |
| MeadowBrook Investment Advisors LLC | 0.17% | No change | 2,600 | $192K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.5% | 2,616 | $191K |
| Quadrant Capital Group LLC | 0.01% | Add +6.9% | 2,464 | $182K |
| STRS Ohio | 0.00% | Reduce -3.1% | 2,430 | $179K |
| Horizon Investments, LLC | 0.00% | Add +10.4% | 2,216 | $163K |
| MAI Capital Management | 0.00% | Reduce -4.7% | 2,149 | $158K |
| Gen-Wealth Partners Inc | 0.05% | Add +2.6% | 2,088 | $154K |
| Federated Hermes, Inc. | 0.00% | Add +380.6% | 2,052 | $151K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +0.6% | 2,018 | $149K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 2,000 | $147K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,000 | $147K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 1,929 | $142K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,637 | $121K |
| City State Bank | 0.03% | Reduce -0.4% | 1,619 | $119K |
| Allworth Financial LP | 0.00% | Add +1.1% | 1,524 | $112K |
| South Dakota Investment Council | 0.00% | No change | 1,500 | $111K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -94.6% | 1,393 | $102K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -17.2% | 1,350 | $99K |
| Group One Trading LLC | 0.00% | New | 1,317 | $97K |
| Parallel Advisors, LLC | 0.00% | Add +12.7% | 1,314 | $97K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 1,326 | $96K |
| Mather Group, Llc. | 0.00% | New | 1,253 | $92K |
| CX Institutional | 0.00% | Add +5.8% | 1,230 | $91K |
| Danske Bank A/S | 0.00% | Reduce -42.9% | 1,200 | $88K |
| Huntington National Bank | 0.00% | Add +0.6% | 1,189 | $88K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 1,115 | $82K |
| Blue Trust, Inc. | 0.00% | Reduce -10.2% | 1,112 | $82K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.3% | 1,046 | $77K |
| JNBA Financial Advisors | 0.01% | No change | 1,000 | $74K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 953 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 940 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +167.4% | 936 | $69K |
| TD Private Client Wealth LLC | 0.00% | Add +9.1% | 933 | $69K |
| Bayforest Capital Ltd | 0.08% | Add +10055.6% | 914 | $67K |
| Covestor Ltd | 0.05% | Reduce -42.2% | 896 | $66K |
| Evelyn Partners Investment Management LLP | 0.00% | Reduce -26.1% | 850 | $63K |
| Godsey & Gibb, Inc. | 0.01% | No change | 800 | $59K |
| Storebrand Asset Management As | 0.00% | Reduce -82.8% | 749 | $55K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 796 | $55K |
| Tema ETFs LLC | 0.00% | No change | 737 | $54K |
| Clearstead Advisors, LLC | 0.00% | Reduce -58.0% | 706 | $52K |
| Montag A & Associates Inc. | 0.00% | No change | 700 | $52K |
| Deseret Mutual Benefit Administrators | 0.02% | Reduce -18.6% | 657 | $48K |
| Steph & Co. | 0.01% | Reduce -8.6% | 628 | $46K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.1% | 620 | $45K |
| Heritage Wealth Advisors | 0.00% | New | 611 | $45K |
| Southern Michigan Bank & Trust | 0.02% | — | 575 | $42K |
| Signaturefd, LLC | 0.00% | Add +22.6% | 548 | $40K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -27.1% | 537 | $40K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.9% | 496 | $37K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -3.2% | 480 | $35K |
| Root Financial Partners, LLC | 0.00% | Add +20.3% | 463 | $34K |
| Parkside Financial Bank & Trust | 0.00% | No change | 456 | $34K |
| IFP Advisors, Inc | 0.00% | Reduce -67.9% | 456 | $34K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -18.6% | 447 | $33K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.0% | 420 | $31K |
| Capital Analysts, LLC | 0.00% | No change | 400 | $29K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -57.0% | 384 | $28K |
| First Horizon Corp. | 0.00% | Add +38.1% | 359 | $26K |
| NBT Bank, N.A. | 0.00% | No change | 336 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +127.7% | 296 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 281 | $21K |
| CYBER HORNET ETFs LLC | 0.01% | Reduce -25.4% | 276 | $20K |
| Acadian Asset Management LLC | 0.00% | New | 258 | $19K |
| Quent Capital, LLC | 0.00% | Reduce -8.3% | 255 | $19K |
| Destiny Wealth Partners, LLC | 0.00% | New | 250 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +32.4% | 241 | $18K |
| Versant Capital Management, Inc | 0.00% | Add +40.0% | 224 | $17K |
| Cromwell Holdings LLC | 0.01% | No change | 216 | $16K |
| Quarry LP | 0.00% | New | 208 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 205 | $15K |
| Sound Income Strategies, LLC | 0.00% | No change | 200 | $15K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 190 | $14K |
| CENTRAL TRUST Co | 0.00% | No change | 180 | $13K |
| Beacon Financial Strategies CORP | 0.01% | No change | 175 | $13K |
| Hamrick Investment Counsel, llc | 0.01% | No change | 170 | $13K |
| Larson Financial Group LLC | 0.00% | Add +6.0% | 159 | $12K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -65.4% | 158 | $12K |
| Assetmark, Inc. | 0.00% | Add +5.4% | 156 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | Add +2.1% | 148 | $11K |
| North Star Investment Management Corp. | 0.00% | No change | 147 | $11K |
| CVA Family Office, LLC | 0.00% | New | 145 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 133 | $10K |
| Manchester Capital Management LLC | 0.00% | Reduce -2.3% | 129 | $10K |
| HM Payson & Co. | 0.00% | Reduce -70.7% | 114 | $8K |
| Advisory Services Network, LLC | 0.00% | New | 111 | $8K |
| TFC Financial Management, Inc. | 0.00% | Reduce -48.3% | 107 | $8K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $7K |
| LRI Investments, LLC | 0.00% | No change | 100 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +113.6% | 94 | $7K |
| Fortitude Family Office, LLC | 0.00% | Add +89.6% | 91 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.7% | 90 | $7K |
| UMB Bank, n.a. | 0.00% | Reduce -35.8% | 88 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 82 | $6K |
| Highline Wealth Partners LLC | 0.00% | New | 80 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 71 | $5K |
| Aspect Partners, LLC | 0.00% | No change | 71 | $5K |
| Clearstead Trust, LLC | 0.00% | Add +75.0% | 70 | $5K |
| Rothschild Investment LLC | 0.00% | Add +84.2% | 70 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 69 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 68 | $5K |
| Millstone Evans Group, LLC | 0.00% | No change | 67 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +6.3% | 67 | $5K |
| Aventura Private Wealth, LLC | 0.00% | New | 65 | $5K |
| Rossby Financial, LCC | 0.00% | Add +134.6% | 61 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 58 | $4K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +5.6% | 57 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 55 | $4K |
| Fairman Group, LLC | 0.00% | No change | 54 | $4K |
| Sachetta, LLC | 0.00% | No change | 54 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 54 | $4K |
| Mechanics Financial Corp | 0.00% | No change | 49 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -39.2% | 48 | $4K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 47 | $3K |
| Spire Wealth Management | 0.00% | Reduce -88.2% | 46 | $3K |
| GW&K Investment Management, LLC | 0.00% | Add +6.1% | 35 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 39 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 34 | $3K |
| Whipplewood Advisors, LLC | 0.00% | New | 33 | $2K |
| NewEdge Advisors, LLC | 0.00% | Add +18.5% | 32 | $2K |
| Zions Bancorporation, National Association | 0.00% | Reduce -93.5% | 31 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 30 | $2K |
| Signature Equity Partners, LLC | 0.00% | No change | 30 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | Add +42.9% | 30 | $2K |
| United Financial Planning Group LLC | 0.00% | New | 28 | $2K |
| Activest Wealth Management | 0.00% | Add +3.7% | 28 | $2K |
| Torren Management, LLC | 0.00% | Reduce -90.5% | 26 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 26 | $2K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 26 | $2K |
| Delta Asset Management LLC | 0.00% | Reduce -61.3% | 24 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -4.0% | 24 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 22 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 21 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 21 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +16.7% | 21 | $2K |
| Private Trust Co. NA | 0.00% | No change | 21 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 21 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 19 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +50.0% | 18 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 17 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +30.8% | 17 | $1K |
| Kilter Group LLC | 0.00% | No change | 17 | $1K |
| Summit Securities Group LLC | 0.00% | Reduce -89.2% | 16 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 16 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +25.0% | 15 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 15 | $1K |
| Synergy Investment Management, LLC | 0.00% | New | 13 | $958 |
| Leonteq Securities AG | 0.00% | No change | 12 | $884 |
| WealthCollab, LLC | 0.00% | No change | 11 | $811 |
| Grove Bank & Trust | 0.00% | No change | 11 | $811 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 9 | $663 |
| HFM Investment Advisors, LLC | 0.00% | Add +12.5% | 9 | $663 |
| Burk Holdings LLC | 0.00% | New | 9 | $663 |
| Dunhill Financial, LLC | 0.00% | Reduce -14.3% | 6 | $483 |
| Clayton Financial Group LLC | 0.00% | New | 6 | $443 |
| Essential Partners LLC | 0.00% | New | 6 | $442 |
| MidFirst Bank | 0.00% | No change | 6 | $442 |
| United Community Bank | 0.00% | No change | 5 | $369 |
| Owl Creek Wealth Partners LLC | 0.00% | — | 5 | $369 |
| Frazier Financial Advisors, LLC | 0.00% | New | 4 | $295 |
| AdvisorNet Financial, Inc | 0.00% | No change | 4 | $295 |
| American Capital Advisory, LLC | 0.00% | Add +200.0% | 3 | $222 |
| WestEnd Advisors, LLC | 0.00% | No change | 3 | $221 |
| IMA Advisory Services, Inc. | 0.00% | No change | 2 | $147 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $74 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $74 |
| Curio Wealth, LLC | 0.00% | New | 1 | $74 |
| Napier Financial, LLC | 0.00% | New | 1 | $74 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 5 | $0 |
| Avion Wealth | 0.00% | No change | 8 | $0 |
"% of holder's portfolio" is HSIC's weight in each manager's 13F, not the share of Henry Schein Inc. the manager owns.