IconICLR
13F holders, Q1 2024 (March 31)646holders
8famous investors
$334.93avg. 13F price*
At the end of Q1 2024, 646 institutions reported holding Icon PLC (ICLR) in their 13F filings. The largest holders were WCM Investment Management, LLC ($2.3B), Massachusetts Financial Services Co. ($1.8B) and Wellington Management Group LLP ($1.1B). 8 famous investors held it, including Ron Baron (0.9% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.3% of Citadel Advisors's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).
- Company
- Icon PLC
- CUSIP
- G4705A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $394.6M |
| Exits | 45 | $95.0M |
Ownership 646 holders
| WCM Investment Management, LLC | 5.36% | Reduce -2.2% | 6,717,813 | $2.3B |
| Massachusetts Financial Services Co. | 0.53% | Reduce -4.0% | 5,313,457 | $1.8B |
| Wellington Management Group LLP | 0.19% | Reduce -6.1% | 3,217,442 | $1.1B |
| Ninety One UK Ltd | 2.50% | Add +2.0% | 2,645,811 | $888.9M |
| Boston Partners | 1.05% | Reduce -1.6% | 2,628,805 | $881.4M |
| Lazard Asset Management LLC | 1.15% | Reduce -6.0% | 2,594,559 | $871.6M |
| FMR LLC | 0.05% | Reduce -23.9% | 2,302,310 | $773.5M |
| Capital Research Global Investors | 0.17% | Reduce -13.8% | 2,200,417 | $739.2M |
| BlackRock Inc. | 0.01% | Add +3.2% | 1,864,083 | $626.2M |
| Invesco Ltd. | 0.13% | Reduce -6.4% | 1,840,033 | $618.2M |
| T. Rowe Price Associates Inc. | 0.07% | Add +14.3% | 1,743,683 | $585.8M |
| Clearbridge Investments, LLC | 0.45% | Add +26.8% | 1,674,727 | $562.6M |
| Alliancebernstein L.P. | 0.18% | Reduce -4.0% | 1,474,610 | $495.4M |
| Comgest Global Investors S.A.S. | 6.74% | Reduce -6.6% | 1,441,318 | $484.2M |
| Franklin Resources Inc. | 0.15% | Reduce -18.4% | 1,374,430 | $461.7M |
| BlueSpruce Investments, LP | 7.70% | Add +43.6% | 1,281,244 | $430.4M |
| Sustainable Growth Advisers, LP | 1.71% | Reduce -6.9% | 1,214,812 | $408.1M |
| Janus Henderson Group PLC | 0.22% | Add +39.5% | 1,176,749 | $395.4M |
| William Blair Investment Management, LLC | 1.00% | Add +0.3% | 1,147,970 | $385.7M |
| State Street Corp. | 0.02% | Add +5.2% | 1,103,133 | $370.6M |
| Polen Capital Management LLC | 0.85% | Reduce -7.9% | 1,098,219 | $368.9M |
| Victory Capital Management Inc. | 0.34% | Add +7.9% | 1,020,585 | $342.9M |
| American Century Companies Inc. | 0.21% | Reduce -29.6% | 985,155 | $331.0M |
| Baron Capital (BAMCO) | 0.87% | Reduce -1.8% | 969,991 | $325.9M |
| Bank of America Corp. | 0.03% | Reduce -11.9% | 900,179 | $302.4M |
| Citadel Advisors | 0.29% | Add +2.9% | 886,207 | $297.7M |
| JPMorgan Chase & Co. | 0.03% | Reduce -8.6% | 881,368 | $296.1M |
| FIL Ltd | 0.27% | Reduce -17.7% | 811,726 | $272.7M |
| Neuberger Berman Group LLC | 0.22% | Reduce -7.6% | 792,442 | $266.2M |
| Norges Bank | 0.04% | Add +35.2% | 740,968 | $248.9M |
| Bessemer Group Inc. | 0.45% | Add +60.6% | 737,235 | $247.7M |
| Trinity Street Asset Management LLP | 19.79% | Add +2.3% | 736,385 | $247.4M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -6.6% | 691,243 | $232.2M |
| Northern Trust Corp. | 0.04% | Add +1.1% | 630,265 | $211.7M |
| Millennium Management | 0.18% | Reduce -11.0% | 603,276 | $202.7M |
| Westfield Capital Management Co. LP | 0.95% | Reduce -3.9% | 536,883 | $180.4M |
| Earnest Partners LLC | 0.82% | Reduce -8.5% | 534,861 | $179.7M |
| AustralianSuper Pty Ltd | 1.01% | No change | 522,828 | $173.4M |
| CCLA Investment Management | 2.54% | Add +0.4% | 500,098 | $165.4M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -0.7% | 477,167 | $160.3M |
| Wasatch Advisors LP | 0.80% | Reduce -16.7% | 454,280 | $152.6M |
| Stephens Investment Management Group LLC | 2.01% | Reduce -0.8% | 449,203 | $150.9M |
| Principal Financial Group Inc. | 0.09% | Reduce -5.6% | 445,474 | $149.7M |
| CIBC Private Wealth Group LLC | 0.29% | Reduce -35.3% | 450,299 | $149.4M |
| American Capital Management Inc. | 4.74% | Reduce -14.2% | 439,753 | $147.7M |
| Geode Capital Management, LLC | 0.01% | Add +4.2% | 434,837 | $146.1M |
| First Pacific Advisors, LP | 1.68% | Reduce -0.1% | 350,619 | $117.8M |
| Baird Financial Group, Inc. | 0.23% | Reduce -23.3% | 323,229 | $108.6M |
| Morgan Stanley | 0.01% | Reduce -31.6% | 309,874 | $104.1M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 296,745 | $99.7M |
| Legal & General Group Plc | 0.03% | Add +2.9% | 284,074 | $95.4M |
| Renaissance Technologies | 0.14% | Reduce -26.1% | 271,058 | $91.1M |
| Ninety One North America, Inc. | 4.40% | Add +3.9% | 269,443 | $90.5M |
| Bank of New York Mellon Corp | 0.02% | Add +12.4% | 253,645 | $85.2M |
| Sei Investments Co. | 0.12% | Reduce -12.4% | 252,884 | $85.0M |
| Natixis Advisors, LLC | 0.19% | Reduce -6.9% | 246,724 | $82.9M |
| Amundi | 0.03% | Add +0.8% | 268,564 | $78.4M |
| Two Creeks Capital Management, LP | 4.47% | Add +4.3% | 230,934 | $77.6M |
| Nuveen Asset Management, LLC | 0.02% | Add +4.0% | 226,978 | $76.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -13.5% | 214,639 | $72.1M |
| Junto Capital Management LP | 1.53% | New | 205,206 | $68.9M |
| Artemis Investment Management LLP | 0.89% | Add +110.0% | 203,848 | $68.5M |
| TD Asset Management Inc | 0.06% | Reduce -7.0% | 199,053 | $66.9M |
| TimesSquare Capital Management, LLC | 0.92% | Reduce -7.0% | 188,992 | $63.5M |
| D. E. Shaw & Co. | 0.09% | Add +105.2% | 186,207 | $62.6M |
| Canada Pension Plan Investment Board | 0.06% | Add +22.9% | 181,833 | $61.1M |
| Farallon Capital Management, L.L.C. | 0.36% | New | 179,700 | $60.4M |
| New York State Common Retirement Fund | 0.08% | Reduce -3.9% | 179,639 | $60.3M |
| Grandeur Peak Global Advisors, LLC | 4.69% | Reduce -12.3% | 175,688 | $59.0M |
| Orbimed Advisors LLC | 1.07% | Add +31.7% | 174,100 | $58.5M |
| Brown Capital Management LLC | 1.03% | Reduce -7.9% | 174,035 | $58.5M |
| Raymond James & Associates | 0.04% | Reduce -2.3% | 162,789 | $54.7M |
| State of Tennessee, Department of Treasury | 0.20% | Add +3.0% | 160,392 | $53.9M |
| Hudson Edge Investment Partners Inc. | 10.13% | Add +28.5% | 154,520 | $51.9M |
| Woodline Partners LP | 0.48% | New | 153,962 | $51.7M |
| Clark Capital Management Group, Inc. | 0.38% | Add +1.7% | 152,539 | $51.2M |
| Axiom Investors LLC | 0.45% | Add +0.5% | 152,266 | $51.2M |
| California Public Employees Retirement System | 0.04% | Reduce -3.0% | 150,911 | $50.7M |
| Iron Triangle Partners LP | 5.24% | Reduce -12.6% | 150,853 | $50.7M |
| Eagle Health Investments LP | 9.58% | Reduce -9.4% | 149,590 | $50.3M |
| Employees Retirement System of Texas | 0.51% | Add +33.3% | 140,000 | $47.0M |
| Marshall Wace, LLP | 0.08% | Add +15.1% | 139,768 | $47.0M |
| Macquarie Group Ltd. | 0.05% | Add +330.5% | 136,212 | $45.8M |
| Aberdeen Group plc | 0.09% | Reduce -9.1% | 130,562 | $43.9M |
| Wells Fargo & Company | 0.01% | Add +2.1% | 130,328 | $43.8M |
| Pensioenfonds Rail & Ov | 3.10% | Reduce -28.1% | 127,014 | $42.7M |
| Royal Bank of Canada | 0.01% | Reduce -10.4% | 125,516 | $42.2M |
| Renaissance Group LLC | 1.57% | Add +403.0% | 123,335 | $41.4M |
| Thornburg Investment Management Inc. | 0.56% | Add +7.7% | 118,714 | $39.9M |
| Corient Private Wealth LP | 0.07% | Add +1.8% | 116,945 | $39.3M |
| PFM Health Sciences, LP | 1.98% | Add +13.7% | 115,726 | $38.9M |
| Liontrust Investment Partners LLP | 0.47% | Add +19.7% | 100,182 | $33.7M |
| Point72 Asset Management | 0.10% | New | 100,108 | $33.6M |
| Barclays PLC | 0.01% | Add +10.6% | 98,162 | $33.0M |
| Alta Capital Management LLC/ | 2.02% | Reduce -8.0% | 97,373 | $32.7M |
| Polar Capital Holdings Plc | 0.17% | Add +92.2% | 97,090 | $32.6M |
| First Trust Advisors LP | 0.03% | Reduce -2.7% | 96,026 | $32.3M |
| Swedbank AB | 0.04% | New | 92,800 | $31.2M |
| LPL Financial LLC | 0.02% | Add +3.7% | 91,045 | $30.6M |
| Citigroup Inc. | 0.03% | Add +99.0% | 90,999 | $30.6M |
| Rhumbline Advisers | 0.03% | Reduce -10.8% | 88,297 | $29.7M |
| Wilson Asset Management (international) PTY Ltd. | 7.64% | Reduce -7.5% | 88,094 | $29.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -3.4% | 87,420 | $29.4M |
| BNP Paribas Financial Markets | 0.04% | Add +84.8% | 86,203 | $29.0M |
| Kornitzer Capital Management Inc. | 0.51% | Add +10.4% | 82,590 | $27.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | New | 81,733 | $27.5M |
| Motley Fool Asset Management LLC | 1.70% | Reduce -4.3% | 78,260 | $26.3M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -1.5% | 77,118 | $25.9M |
| Farmers & Merchants Investments Inc. | 0.86% | Add +3.1% | 75,620 | $25.4M |
| Montanaro Asset Management Ltd | 4.53% | Reduce -35.8% | 74,625 | $25.1M |
| Walleye Capital LLC | 0.30% | Add +111.8% | 74,587 | $25.1M |
| Walter Public Investments Inc. | 4.81% | Add +0.8% | 73,222 | $24.6M |
| Blair William & Co. | 0.08% | Add +30.5% | 72,552 | $24.4M |
| Palisade Capital Management, LP | 0.72% | Add +0.1% | 72,467 | $24.3M |
| State of Michigan Retirement System | 0.13% | No change | 69,670 | $23.4M |
| Stifel Financial Corp. | 0.03% | Reduce -0.8% | 68,405 | $23.0M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -1.0% | 67,403 | $22.6M |
| Balyasny Asset Management L.P. | 0.06% | Reduce -44.4% | 61,932 | $20.8M |
| Peregrine Capital Management LLC | 0.58% | Add +3.8% | 59,794 | $20.1M |
| Van Eck Associates Corp. | 0.03% | Reduce -19.5% | 59,361 | $19.9M |
| Waratah Capital Advisors Ltd. | 1.02% | Add +467.3% | 59,335 | $19.9M |
| LVM Capital Management Ltd. | 2.35% | Add +1.1% | 59,132 | $19.9M |
| Bank of Montreal | 0.01% | Add +101.6% | 57,809 | $19.5M |
| Federated Hermes, Inc. | 0.04% | Reduce -4.2% | 57,062 | $19.2M |
| AXA S.A. | 0.06% | Add +4.2% | 56,493 | $19.0M |
| Creative Planning | 0.02% | Reduce -0.1% | 56,070 | $18.8M |
| Hantz Financial Services, Inc. | 0.36% | Reduce -4.1% | 54,663 | $18.4M |
| Todd Asset Management LLC | 0.37% | Add +9.3% | 54,255 | $18.2M |
| Martingale Asset Management L P | 0.36% | Reduce -1.1% | 53,993 | $18.1M |
| Voya Investment Management LLC | 0.02% | Add +45.5% | 53,002 | $17.8M |
| UBS Group AG | 0.01% | Add +26.8% | 52,768 | $17.7M |
| Globeflex Capital L P | 1.72% | Reduce -0.6% | 52,684 | $17.7M |
| FineMark National Bank & Trust | 0.59% | Add +2.3% | 47,177 | $15.8M |
| Integral Health Asset Management, LLC | 1.48% | Add +28.6% | 45,000 | $15.1M |
| Brown Brothers Harriman & Co. | 0.12% | Add +63180.3% | 44,929 | $15.1M |
| Brant Point Investment Management LLC | 3.36% | Add +2.0% | 44,803 | $15.1M |
| Barlow Wealth Partners, LLC | 2.02% | Add +3.0% | 48,550 | $14.9M |
| Vident Advisory, LLC | 0.31% | Add +1.5% | 44,068 | $14.8M |
| Picton Mahoney Asset Management | 0.59% | Add +79.3% | 41,895 | $14.1M |
| Pertento Partners LLP | 2.82% | New | 41,676 | $14.0M |
| Treasurer of the State of North Carolina | 0.06% | Add +1.5% | 41,677 | $14.0M |
| Man Group plc | 0.04% | Add +526.7% | 40,005 | $13.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.08% | Reduce -5.5% | 39,781 | $13.4M |
| Epoch Investment Partners, Inc. | 0.06% | Reduce -37.7% | 39,660 | $13.3M |
| National Bank of Canada | 0.02% | Add +5.8% | 41,413 | $13.1M |
| Pathstone Holdings, LLC | 0.06% | Add +181.9% | 38,430 | $12.9M |
| Focus Partners Wealth | 0.10% | Add +8.7% | 38,133 | $12.8M |
| Running Oak Capital LLC | 2.03% | Add +7.2% | 37,691 | $12.7M |
| Premier Fund Managers Ltd | 0.49% | Reduce -25.3% | 37,792 | $12.5M |
| Redmile Group, LLC | 0.46% | New | 36,949 | $12.4M |
| Deutsche Bank AG | 0.01% | Add +7.9% | 36,719 | $12.3M |
| Oribel Capital Management, LP | 1.42% | Add +358.8% | 36,700 | $12.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Reduce -4.2% | 36,822 | $12.1M |
| Driehaus Capital Management LLC | 0.12% | New | 36,032 | $12.1M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -11.3% | 34,776 | $11.7M |
| Captrust Financial Advisors | 0.04% | Add +7.0% | 34,170 | $11.5M |
| Strategic Global Advisors, LLC | 2.42% | Add +7.7% | 33,414 | $11.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 32,760 | $11.0M |
| M&T Bank Corp | 0.04% | Reduce -2.1% | 32,569 | $10.9M |
| Sierra Summit Advisors LLC | 2.92% | New | 31,901 | $10.7M |
| Retirement Systems of Alabama | 0.04% | No change | 31,900 | $10.7M |
| Fayez Sarofim & Co | 0.03% | No change | 31,540 | $10.6M |
| Teachers Retirement System of the State of Kentucky | 0.09% | Add +20.9% | 31,300 | $10.5M |
| Fred Alger Management, LLC | 0.05% | Add +19.3% | 30,826 | $10.4M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -2.7% | 30,584 | $10.3M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -2.7% | 30,583 | $10.3M |
| Summit Creek Advisors LLC | 1.29% | Reduce -32.0% | 30,546 | $10.3M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +20.0% | 30,885 | $10.1M |
| Truist Financial Corp. | 0.01% | Reduce -26.7% | 29,264 | $9.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.6% | 29,052 | $9.7M |
| Marks Group Wealth Management, Inc | 1.01% | Reduce -1.8% | 28,719 | $9.6M |
| Ativo Capital Management LLC | 9.53% | Add +145.2% | 28,290 | $9.5M |
| Azimuth Capital Investment Management LLC | 0.39% | Add +3.6% | 28,259 | $9.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -3.9% | 28,099 | $9.4M |
| Cetera Investment Advisers | 0.02% | Add +466.0% | 27,572 | $9.3M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -6.7% | 26,212 | $8.8M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -6.7% | 26,212 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +139.5% | 25,383 | $8.5M |
| Alerus Financial NA | 0.64% | Reduce -0.9% | 25,286 | $8.5M |
| US Bancorp \de | 0.01% | Reduce -11.5% | 25,102 | $8.4M |
| Susquehanna International Group, LLP | 0.01% | Add +3079.6% | 24,960 | $8.4M |
| Townsquare Capital LLC | 0.12% | Add +10.7% | 24,346 | $8.2M |
| Trillium Asset Management, LLC | 0.21% | Reduce -5.8% | 24,201 | $8.1M |
| Gateway Investment Advisers LLC | 0.09% | Reduce -7.2% | 24,021 | $8.1M |
| Henry James International Management Inc. | 2.45% | Add +10.9% | 23,675 | $8.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -56.7% | 22,673 | $7.6M |
| ExodusPoint Capital Management, LP | 0.09% | Add +46.6% | 21,675 | $7.3M |
| Oppenheimer Asset Management Inc. | 0.11% | Reduce -24.6% | 21,552 | $7.2M |
| Squarepoint Ops LLC | 0.03% | New | 20,193 | $6.8M |
| McKinley Capital Management LLC | 0.81% | No change | 20,086 | $6.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.7% | 19,926 | $6.7M |
| Welch & Forbes LLC | 0.09% | Reduce -1.3% | 19,773 | $6.6M |
| Trexquant Investment LP | 0.13% | New | 19,453 | $6.5M |
| Equitable Trust Co. | 0.45% | Add +0.6% | 19,171 | $6.4M |
| Brasada Capital Management, LP | 1.15% | Add +13.8% | 19,083 | $6.4M |
| Handelsbanken Fonder AB | 0.03% | Add +3.5% | 18,591 | $6.2M |
| Amica Mutual Insurance Co. | 0.62% | No change | 18,133 | $6.1M |
| Romano Brothers and Company | 0.82% | No change | 17,842 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.5% | 17,664 | $5.9M |
| Bleakley Financial Group, LLC | 0.17% | Reduce -11.8% | 17,118 | $5.8M |
| Simplicity Wealth,LLC | 0.14% | New | 17,118 | $5.8M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -7.3% | 17,038 | $5.7M |
| Osborne Partners Capital Management, LLC | 0.33% | Add +3.1% | 16,102 | $5.4M |
| Elevation Point Wealth Partners, LLC | 0.41% | Reduce -5.1% | 15,777 | $5.3M |
| Westover Capital Advisors, LLC | 1.55% | Reduce -1.7% | 15,773 | $5.3M |
| Point72 Europe (London) LLP | 0.49% | New | 15,700 | $5.3M |
| Los Angeles Capital Management LLC | 0.02% | Add +70.6% | 15,557 | $5.2M |
| Burney Co./ | 0.20% | Reduce -0.7% | 15,509 | $5.2M |
| Eversept Partners, LP | 0.39% | Reduce -0.5% | 15,347 | $5.2M |
| First National Bank of Omaha | 0.35% | Add +390.3% | 29,164 | $5.1M |
| Dimensional Fund Advisors LP | 0.00% | No change | 15,160 | $5.1M |
| Altitude Crest Partners Inc. | 2.13% | New | 14,800 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.2% | 14,786 | $5.0M |
| L. Roy Papp & Associates, LLP | 0.59% | Reduce -1.5% | 14,780 | $5.0M |
| Calamos Advisors LLC | 0.04% | Add +50.0% | 14,740 | $5.0M |
| Eagle Global Advisors LLC | 0.28% | Add +0.9% | 14,524 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +76.4% | 14,433 | $4.8M |
| MML Investors Services, LLC | 0.02% | Reduce -10.2% | 14,311 | $4.8M |
| Utah Retirement Systems | 0.06% | No change | 14,087 | $4.7M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 14,000 | $4.7M |
| Lecap Asset Management Ltd. | 0.96% | New | 13,725 | $4.6M |
| Banque Pictet & Cie SA | 0.05% | Reduce -29.3% | 13,170 | $4.4M |
| Manhattan West Asset Management, LLC | 1.06% | Add +11.4% | 13,144 | $4.4M |
| Kennedy Capital Management LLC | 0.09% | Add +65.3% | 12,890 | $4.3M |
| Federation des caisses Desjardins du Quebec | 0.03% | No change | 15,024 | $4.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.8% | 12,610 | $4.2M |
| USS Investment Management Ltd | 0.03% | New | 12,112 | $4.1M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -10.3% | 11,976 | $4.0M |
| Synovus Financial Corp. | 0.05% | Reduce -11.7% | 11,912 | $4.0M |
| Eldred Rock Partners, LLC | 2.11% | Add +4.3% | 11,550 | $3.9M |
| SeaBridge Investment Advisors LLC | 0.98% | Add +10.7% | 11,100 | $3.7M |
| Boothbay Fund Management, LLC | 0.11% | Add +4.3% | 10,733 | $3.6M |
| Verdence Capital Advisors LLC | 0.33% | Reduce -12.0% | 10,647 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -79.2% | 10,623 | $3.6M |
| Snowden Capital Advisors LLC | 0.11% | Reduce -7.4% | 10,567 | $3.5M |
| Campbell & CO Investment Adviser LLC | 0.30% | Reduce -45.2% | 10,270 | $3.5M |
| Hardman Johnston Global Advisors LLC | 0.11% | New | 9,791 | $3.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -34.4% | 9,679 | $3.3M |
| Glenmede Trust Co. NA | 0.02% | Add +5.0% | 9,676 | $3.3M |
| Regions Financial Corp. | 0.02% | Reduce -3.3% | 9,645 | $3.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -68.4% | 9,319 | $3.1M |
| Cumberland Partners Ltd | 0.23% | Add +76.9% | 9,285 | $3.1M |
| JLB & Associates Inc. | 0.41% | Reduce -17.2% | 9,179 | $3.1M |
| Pettee Investors, Inc. | 1.29% | No change | 9,101 | $3.1M |
| Shaker Investments LLC | 1.29% | Add +0.6% | 9,096 | $3.1M |
| Inspire Investing, LLC | 0.30% | Reduce -10.2% | 8,653 | $2.9M |
| Highland Capital Management, LLC | 0.17% | No change | 8,612 | $2.9M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 0.70% | New | 8,519 | $2.9M |
| Thor Investment Management Inc. /Oh/ | 2.26% | Add +0.2% | 8,469 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -38.6% | 8,406 | $2.8M |
| Holocene Advisors, LP | 0.01% | Reduce -73.9% | 8,198 | $2.8M |
| Mitchell Capital Management Co. | 0.52% | Add +5.7% | 8,048 | $2.7M |
| Sectoral Asset Management Inc. | 1.05% | Reduce -22.1% | 7,943 | $2.7M |
| Rice Hall James & Associates, LLC | 0.15% | Reduce -21.7% | 7,935 | $2.7M |
| Quadrature Capital Ltd | 0.04% | Reduce -26.2% | 7,795 | $2.6M |
| Pacific Capital Partners Ltd | 1.70% | No change | 154,438 | $2.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.6% | 7,705 | $2.6M |
| Diversified Trust Co. | 0.08% | Reduce -8.1% | 7,622 | $2.6M |
| Mackenzie Financial Corp. | 0.00% | Add +0.0% | 7,578 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -2.8% | 7,491 | $2.5M |
| Engineers Gate Manager LP | 0.06% | Reduce -74.6% | 7,299 | $2.5M |
| SYSTM Wealth Solutions LLC | 0.30% | Add +2.2% | 7,044 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -2.7% | 6,911 | $2.3M |
| Dynasty Wealth Management, LLC | 0.07% | — | 6,891 | $2.3M |
| FACT Capital, LP | 0.83% | Reduce -92.0% | 6,830 | $2.3M |
| Transatlantique Private Wealth LLC | 1.00% | Add +1.0% | 6,858 | $2.3M |
| Bangor Savings Bank | 0.23% | Reduce -10.2% | 6,781 | $2.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Add +46.6% | 6,741 | $2.3M |
| Pittenger & Anderson Inc. | 0.09% | Add +136.2% | 6,695 | $2.2M |
| Connable Office Inc. | 0.25% | Reduce -3.2% | 6,652 | $2.2M |
| Live Oak Private Wealth LLC | 0.39% | Add +1.2% | 6,633 | $2.2M |
| Fisher Asset Management | 0.00% | Reduce -0.6% | 6,519 | $2.2M |
| Washington Trust Advisors, Inc. | 0.19% | Reduce -0.3% | 6,194 | $2.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +0.6% | 6,102 | $2.0M |
| Pearl River Capital, LLC | 0.32% | New | 6,068 | $2.0M |
| GAM Holding AG | 0.15% | Reduce -3.7% | 5,992 | $2.0M |
| STRS Ohio | 0.01% | Add +4.1% | 5,876 | $2.0M |
| Ethic Inc. | 0.05% | Add +30.6% | 5,700 | $1.9M |
| Personal Cfo Solutions, LLC | 0.29% | Reduce -3.4% | 5,563 | $1.9M |
| Maryland State Retirement & Pension System | 0.04% | Add +2.8% | 6,394 | $1.9M |
| Stephens Inc. | 0.03% | Add +6.6% | 5,454 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Reduce -2.4% | 5,320 | $1.8M |
| Tealwood Asset Management Inc. | 0.81% | Reduce -2.0% | 5,315 | $1.8M |
| Allianz Asset Management GmbH | 0.00% | Add +74.6% | 5,298 | $1.8M |
| Cullen Investment Group, LTD. | 0.28% | Reduce -4.5% | 5,464 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.06% | New | 5,117 | $1.7M |
| Mariner, LLC | 0.00% | Add +5.7% | 5,052 | $1.7M |
| Redmond Asset Management, LLC | 0.52% | Add +8.3% | 4,856 | $1.6M |
| Amalgamated Bank | 0.01% | Reduce -51.9% | 4,704 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.2% | 4,668 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | Add +0.0% | 4,632 | $1.6M |
| Coldstream Capital Management Inc. | 0.04% | Add +5.5% | 4,612 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.17% | New | 4,610 | $1.5M |
| Buckingham Capital Management, Inc. | 0.18% | Add +23.0% | 4,442 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +342.0% | 4,420 | $1.5M |
| Danske Bank A/S | 0.00% | — | 4,310 | $1.4M |
| Montag & Caldwell, LLC | 0.25% | Add +4.9% | 4,261 | $1.4M |
| Chartwell Investment Partners, LLC | 0.05% | Reduce -51.2% | 4,190 | $1.4M |
| Calamos Wealth Management LLC | 0.08% | New | 4,160 | $1.4M |
| Xponance LLC | 0.01% | Add +0.4% | 4,123 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -8.9% | 4,054 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.40% | Add +13.2% | 4,040 | $1.4M |
| Schechter Investment Advisors, LLC | 0.10% | Reduce -1.9% | 3,970 | $1.3M |
| Motco | 0.08% | Add +1.5% | 3,882 | $1.3M |
| Dakota Wealth Management | 0.03% | Reduce -1.4% | 3,865 | $1.3M |
| Confluence Investment Management LLC | 0.02% | Reduce -0.2% | 3,851 | $1.3M |
| Cadence Bank | 0.09% | Add +0.6% | 3,836 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Add +14.4% | 3,801 | $1.3M |
| Rathbones Group PLC | 0.01% | No change | 3,800 | $1.3M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -9.5% | 3,779 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.8% | 3,744 | $1.3M |
| Scientech Research LLC | 0.66% | New | 3,711 | $1.2M |
| XTX Topco Ltd | 0.17% | Add +60.1% | 3,685 | $1.2M |
| Portside Wealth Group, LLC | 0.23% | Add +21.7% | 3,655 | $1.2M |
| Greenwood Capital Associates LLC | 0.16% | Reduce -2.2% | 3,649 | $1.2M |
| Covenant Partners, LLC | 0.35% | Reduce -19.0% | 3,623 | $1.2M |
| Nwam LLC | 0.10% | No change | 3,811 | $1.2M |
| FDx Advisors, Inc. | 0.18% | Reduce -49.2% | 3,525 | $1.2M |
| Pitcairn Co. | 0.08% | New | 3,486 | $1.2M |
| First Hawaiian Bank | 0.04% | Reduce -13.2% | 3,454 | $1.2M |
| Ninety One SA (Pty) Ltd | 0.16% | Reduce -25.3% | 3,352 | $1.1M |
| Concentric Capital Strategies, LP | 0.07% | New | 3,339 | $1.1M |
| Whittier Trust Co. | 0.02% | Add +21.9% | 3,295 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Reduce -0.4% | 3,284 | $1.1M |
| Ossiam | 0.02% | Reduce -12.4% | 3,213 | $1.1M |
| Aquatic Capital Management LLC | 0.04% | Reduce -55.6% | 3,200 | $1.1M |
| Dagco, Inc. | 0.48% | New | 3,110 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.4% | 3,053 | $1.0M |
| Aviva PLC | 0.00% | Reduce -0.4% | 3,048 | $1.0M |
| Yarbrough Capital, LLC | 0.04% | Add +83.2% | 3,044 | $1.0M |
| SkyView Investment Advisors, LLC | 0.19% | New | 3,040 | $1.0M |
| Marietta Investment Partners LLC | 0.22% | Add +15.1% | 3,012 | $1.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -17.5% | 2,935 | $986K |
| Entropy Technologies, LP | 0.10% | Add +263.5% | 2,879 | $967K |
| Virtus Advisers, LLC | 0.51% | Add +9.2% | 2,867 | $963K |
| Advisory Services Network, LLC | 0.02% | Reduce -0.1% | 2,802 | $941K |
| Sara-Bay Financial | 0.42% | Add +2.3% | 2,829 | $938K |
| Tectonic Advisors LLC | 0.07% | No change | 2,784 | $935K |
| Castleark Management LLC | 0.04% | Reduce -14.5% | 2,770 | $931K |
| Hayek Kallen Investment Management | 0.35% | Reduce -0.5% | 2,755 | $926K |
| International Assets Investment Management, LLC | 0.09% | Reduce -0.0% | 2,665 | $884K |
| Harbor Capital Advisors, Inc. | 0.12% | Add +5.9% | 2,618 | $880K |
| Private Advisor Group, LLC | 0.01% | Reduce -18.9% | 2,603 | $874K |
| Capstone Investment Advisors, LLC | 0.03% | New | 2,592 | $871K |
| Yousif Capital Management, LLC | 0.01% | Add +1.1% | 2,590 | $870K |
| Acadian Asset Management LLC | 0.00% | Add +24.2% | 2,502 | $839K |
| Choate Investment Advisors | 0.02% | No change | 2,470 | $830K |
| SteelPeak Wealth, LLC | 0.04% | Add +199.2% | 2,468 | $829K |
| Cerity Partners LLC | 0.00% | Add +233.6% | 2,455 | $825K |
| Yorktown Management & Research Co Inc | 0.78% | No change | 2,450 | $823K |
| Wolverine Trading, LLC | 0.01% | Add +1.4% | 2,424 | $814K |
| Gibbs Wealth Management | 0.47% | — | 2,408 | $809K |
| Zions Bancorporation, N.A. | 0.06% | Add +3.6% | 2,397 | $805K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +23.2% | 2,386 | $802K |
| HighPoint Advisor Group LLC | 0.06% | Reduce -2.0% | 2,547 | $788K |
| 1900 Wealth Management LLC | 0.07% | Add +79.4% | 2,327 | $782K |
| Banque Cantonale Vaudoise | 0.03% | Add +6.7% | 2,290 | $769K |
| Pinnacle Associates Ltd. | 0.01% | No change | 2,284 | $767K |
| Old National Bancorp | 0.02% | Reduce -30.3% | 2,274 | $764K |
| WR Wealth Planners, LLC | 0.24% | Add +5.6% | 2,254 | $757K |
| Emerald Advisers, LLC | 0.03% | Reduce -1.0% | 2,233 | $750K |
| Archer Investment Corp | 0.22% | No change | 2,200 | $739K |
| Legacy Wealth Asset Management, LLC | 0.21% | Add +0.1% | 2,196 | $738K |
| Purus Wealth Management, LLC | 0.36% | No change | 2,191 | $736K |
| Groesbeck Investment Management Corp. | 0.77% | Reduce -1.1% | 2,161 | $726K |
| Tiaa Trust, National Association | 0.00% | Reduce -10.0% | 2,113 | $710K |
| Somerset Trust Co | 0.29% | Reduce -0.9% | 2,112 | $710K |
| MetLife Investment Management, LLC | 0.00% | Add +0.3% | 2,092 | $703K |
| Advisor OS, LLC | 0.08% | Add +4.0% | 2,086 | $701K |
| Trust Point Inc. | 0.05% | No change | 2,079 | $698K |
| Cresset Asset Management, LLC | 0.00% | Add +20.1% | 2,010 | $675K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.1% | 1,979 | $670K |
| Financial Advocates Investment Management | 0.04% | Add +1.0% | 1,945 | $653K |
| Fulton Bank, N.A. | 0.03% | Reduce -1.8% | 1,945 | $653K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.2% | 1,904 | $640K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +50.8% | 1,894 | $636K |
| Steph & Co. | 0.21% | Add +11.2% | 1,852 | $622K |
| Eagle Harbor Asset Management Inc. | 0.66% | Reduce -2.5% | 1,835 | $616K |
| Tributary Capital Management, LLC | 0.05% | Reduce -31.4% | 1,828 | $614K |
| Malaga Cove Capital, LLC | 0.25% | No change | 1,821 | $612K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -8.6% | 1,806 | $607K |
| D.A. Davidson & Co. | 0.01% | Reduce -6.3% | 1,787 | $600K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.2% | 1,740 | $585K |
| CIBC Asset Management Inc | 0.00% | Reduce -0.2% | 1,703 | $572K |
| Principal Securities, Inc. | 0.02% | Reduce -12.9% | 1,680 | $564K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +3.4% | 1,680 | $564K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -29.1% | 1,802 | $552K |
| Sentry Investment Management LLC | 0.21% | No change | 1,621 | $545K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 1,620 | $544K |
| Guggenheim Capital LLC | 0.00% | Reduce -10.6% | 1,610 | $541K |
| Wahed Invest LLC | 0.12% | New | 1,590 | $534K |
| MAI Capital Management | 0.01% | Reduce -1.9% | 1,564 | $525K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +0.4% | 1,515 | $509K |
| Hilltop Holdings Inc. | 0.06% | Add +9.2% | 1,515 | $509K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +2.7% | 1,510 | $507K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.3% | 1,504 | $505K |
| Commerce Bank | 0.00% | Reduce -7.1% | 1,495 | $502K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +45.8% | 1,991 | $490K |
| Huntington National Bank | 0.01% | Add +17.4% | 1,448 | $486K |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 1,436 | $482K |
| Parallel Advisors, LLC | 0.01% | Add +0.1% | 1,412 | $474K |
| Granite Group Advisors, LLC | 0.32% | No change | 1,411 | $474K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -11.1% | 1,404 | $472K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,400 | $470K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.7% | 1,395 | $468K |
| Merit Financial Group, LLC | 0.01% | New | 1,515 | $468K |
| American Trust | 0.04% | Reduce -14.5% | 1,391 | $467K |
| Insigneo Advisory Services, LLC | 0.05% | New | 1,358 | $456K |
| Fiduciary Family Office, LLC | 0.18% | No change | 1,357 | $456K |
| FirstPurpose Wealth LLC | 0.16% | Reduce -4.7% | 1,449 | $453K |
| Fifth Third Bancorp | 0.00% | Reduce -28.0% | 1,345 | $452K |
| Lincoln National Corp. | 0.01% | Reduce -19.0% | 1,338 | $450K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -34.6% | 1,330 | $447K |
| Empowered Funds, LLC | 0.01% | New | 1,320 | $443K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.7% | 1,319 | $443K |
| State of Wyoming | 0.07% | Add +526.2% | 1,315 | $442K |
| Park National Corp. | 0.02% | Add +0.8% | 1,309 | $440K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -37.9% | 1,306 | $439K |
| Wrapmanager Inc. | 0.12% | Reduce -42.9% | 1,303 | $438K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -8.2% | 1,294 | $435K |
| Schroder Investment Management Group | 0.00% | Add +10.9% | 1,286 | $432K |
| Community Financial Services Group, LLC | 0.10% | — | 1,285 | $432K |
| Graham Capital Management, L.P. | 0.02% | New | 1,240 | $417K |
| Avitas Wealth Management LLC | 0.06% | New | 1,228 | $413K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +5.2% | 1,224 | $411K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.9% | 1,223 | $411K |
| Atlanta Consulting Group Advisors, LLC | 0.14% | — | 1,176 | $395K |
| Altfest L J & Co. Inc. | 0.05% | Add +15.4% | 1,154 | $388K |
| Great Lakes Retirement, Inc. | 0.06% | Reduce -3.0% | 1,152 | $387K |
| First National Bank of Hutchinson | 0.25% | Add +5.7% | 1,135 | $381K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +47.8% | 1,125 | $378K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.2% | 1,122 | $377K |
| Arax Advisory Partners | 0.04% | Reduce -4.2% | 1,105 | $371K |
| Hancock Whitney Corp. | 0.01% | Reduce -10.3% | 1,099 | $369K |
| Americana Partners, LLC | 0.03% | Add +34.7% | 1,084 | $364K |
| GC Wealth Management RIA, LLC | 0.07% | Add +8.6% | 1,071 | $360K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +5.8% | 1,067 | $359K |
| Mission Wealth Management, LP | 0.01% | No change | 1,063 | $357K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 1,059 | $356K |
| Ieq Capital, LLC | 0.00% | Add +25.2% | 1,018 | $342K |
| Bank Pictet & Cie (Europe) AG | 0.01% | Reduce -27.4% | 1,009 | $339K |
| GeoWealth Management, LLC | 0.01% | Add +36.5% | 1,007 | $338K |
| Diversify Advisory Services, LLC | 0.02% | — | 1,019 | $338K |
| McElhenny Sheffield Capital Management, LLC | 0.12% | No change | 1,000 | $336K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 1,000 | $336K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.0% | 995 | $334K |
| Caprock Group, LLC | 0.02% | New | 988 | $332K |
| Ellevest, Inc. | 0.02% | Reduce -18.6% | 978 | $329K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.5% | 1,006 | $327K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -2.5% | 972 | $327K |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.01% | New | 972 | $327K |
| Resonant Capital Advisors, LLC | 0.03% | Add +0.3% | 964 | $324K |
| HSBC Holdings PLC | 0.00% | Reduce -0.3% | 964 | $324K |
| First National Advisers, LLC | 0.07% | New | 952 | $320K |
| Millennium Capital Advisors, LLC | 0.23% | No change | 950 | $319K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.8% | 940 | $316K |
| Machina Capital S.A.S. | 0.16% | New | 929 | $312K |
| NorthRock Partners, LLC | 0.01% | Add +2.4% | 928 | $312K |
| Sigma Planning Corp | 0.01% | New | 923 | $310K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 919 | $309K |
| Signaturefd, LLC | 0.01% | Add +22.3% | 905 | $304K |
| AQR Capital Management | 0.00% | Reduce -19.9% | 909 | $303K |
| Fiduciary Trust Co | 0.00% | New | 890 | $299K |
| GFS Advisors, LLC | 0.05% | No change | 878 | $295K |
| Holderness Investments Co. | 0.07% | No change | 875 | $294K |
| SG Americas Securities, LLC | 0.00% | Reduce -84.5% | 865 | $291K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 860 | $289K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 860 | $289K |
| Investment House LLC | 0.02% | No change | 855 | $287K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +14.2% | 813 | $273K |
| White Knight Strategic Wealth Advisors, LLC | 0.28% | No change | 810 | $272K |
| Bernardo Wealth Planning LLC | 0.08% | No change | 805 | $270K |
| Quantinno Capital Management LP | 0.01% | Reduce -0.9% | 803 | $270K |
| Parsons Capital Management Inc. | 0.02% | Reduce -24.6% | 799 | $268K |
| Aspen Grove Capital, LLC | 0.07% | Add +1.8% | 789 | $265K |
| Petrus Trust Company, LTA | 0.02% | New | 787 | $264K |
| Credit Suisse AG/ | 0.00% | No change | 784 | $263K |
| Kolinsky Wealth Management, LLC | 0.20% | Reduce -0.6% | 782 | $263K |
| Centiva Capital, LP | 0.02% | Reduce -45.3% | 779 | $262K |
| American International Group, Inc. | 0.00% | Reduce -0.1% | 774 | $260K |
| Associated Banc-Corp | 0.01% | Reduce -24.8% | 766 | $257K |
| Eagle Wealth Strategies LLC | 0.21% | Add +0.5% | 770 | $255K |
| Global Retirement Partners, LLC | 0.01% | Add +13.4% | 760 | $255K |
| Assetmark, Inc. | 0.00% | Reduce -21.2% | 757 | $254K |
| Aureus Asset Management, LLC | 0.02% | No change | 757 | $254K |
| Forza Wealth Management, LLC | 0.13% | No change | 751 | $252K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.1% | 750 | $252K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 749 | $252K |
| Martin Investment Management, LLC | 0.06% | No change | 740 | $249K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 740 | $249K |
| Avior Wealth Management, LLC | 0.01% | Add +1441.7% | 740 | $249K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -9.8% | 734 | $247K |
| Arkadios Wealth Advisors | 0.02% | New | 734 | $247K |
| Evernest Financial Advisors, LLC | 0.12% | No change | 854 | $246K |
| Cwm, LLC | 0.00% | Reduce -1.1% | 724 | $243K |
| Cigna Investments Inc. | 0.05% | No change | 718 | $241K |
| Norden Group LLC | 0.05% | New | 703 | $236K |
| Trajan Wealth LLC | 0.02% | — | 699 | $235K |
| Mutual Advisors, LLC | 0.01% | New | 697 | $234K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.6% | 695 | $233K |
| Kendall Capital Management | 0.08% | New | 693 | $233K |
| Goldstein Advisors, LLC | 0.04% | Reduce -2.5% | 692 | $232K |
| QRG Capital Management, Inc. | 0.00% | Reduce -6.6% | 690 | $232K |
| Credential Qtrade Securities Inc. | 0.01% | Reduce -7.2% | 682 | $229K |
| QSV Equity Investors LLC | 0.22% | New | 678 | $228K |
| Financial Counselors Inc. | 0.00% | New | 673 | $226K |
| NorthCoast Asset Management LLC | 0.00% | New | 672 | $226K |
| Mgo One Seven LLC | 0.01% | Reduce -20.0% | 669 | $225K |
| One Wealth Advisors, LLC | 0.04% | New | 663 | $223K |
| Grove Bank & Trust | 0.04% | Reduce -7.4% | 659 | $221K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -20.8% | 659 | $221K |
| First American Bank | 0.02% | New | 654 | $220K |
| Naples Global Advisors, LLC | 0.02% | New | 649 | $218K |
| Bridgefront Capital, LLC | 0.17% | New | 648 | $218K |
| Lanark Financial, Inc. | 0.02% | Reduce -14.9% | 618 | $217K |
| Journey Strategic Wealth LLC | 0.01% | New | 637 | $214K |
| Csenge Advisory Group | 0.01% | New | 633 | $213K |
| Trinity Financial Advisors LLC | 0.09% | New | 627 | $211K |
| Nebula Research & Development LLC | 0.04% | Reduce -79.7% | 622 | $209K |
| Rehmann Capital Advisory Group | 0.02% | New | 618 | $208K |
| First Trust Direct Indexing L.P. | 0.02% | New | 610 | $205K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 608 | $204K |
| Key Financial Inc | 0.05% | No change | 603 | $203K |
| Opal Wealth Advisors, LLC | 0.07% | New | 600 | $202K |
| Geneos Wealth Management Inc. | 0.01% | Add +1.1% | 549 | $184K |
| Spire Wealth Management | 0.00% | Reduce -15.8% | 532 | $179K |
| Allworth Financial LP | 0.00% | Add +68.4% | 512 | $172K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 471 | $158K |
| FRG Family Wealth Advisors LLC | 0.03% | New | 500 | $149K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -9.0% | 427 | $143K |
| Ramirez Asset Management, Inc. | 0.03% | New | 375 | $126K |
| SouthState Bank Corp | 0.01% | New | 367 | $123K |
| Hollencrest Capital Management | 0.01% | No change | 363 | $122K |
| Farther Finance Advisors, LLC | 0.01% | Add +6.5% | 363 | $120K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -15.3% | 320 | $108K |
| Mather Group, Llc. | 0.00% | New | 360 | $102K |
| Alta Advisers Ltd | 0.05% | No change | 300 | $101K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 281 | $94K |
| UMB Bank, n.a. | 0.00% | New | 271 | $91K |
| Bokf, NA | 0.00% | Add +24.7% | 273 | $91K |
| Covestor Ltd | 0.06% | Reduce -44.7% | 257 | $87K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +17.4% | 283 | $84K |
| Financial Management Professionals, Inc. | 0.01% | No change | 239 | $80K |
| Quadrant Capital Group LLC | 0.01% | Add +3.8% | 220 | $74K |
| Asset Management One Co., Ltd. | 0.00% | No change | 220 | $74K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.1% | 217 | $73K |
| Sands Capital Management, LLC | 0.00% | Reduce -1.0% | 199 | $67K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +410.8% | 189 | $63K |
| GAMMA Investing LLC | 0.01% | Add +22.5% | 174 | $58K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 150 | $50K |
| Trust Co. of Vermont | 0.00% | New | 150 | $50K |
| Private Trust Co. NA | 0.01% | Add +45.3% | 138 | $46K |
| First PREMIER Bank | 0.01% | New | 134 | $45K |
| Orion Capital Management LLC | 0.02% | No change | 120 | $40K |
| Palisade Asset Management, LLC | 0.00% | New | 118 | $40K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 105 | $35K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 105 | $35K |
| Lindbrook Capital, LLC | 0.00% | Reduce -17.9% | 101 | $34K |
| Richardson Financial Services Inc. | 0.02% | Add +11.1% | 100 | $34K |
| Baldwin Wealth Partners LLC | 0.00% | Add +3.3% | 95 | $32K |
| Riverview Trust Co | 0.02% | New | 92 | $31K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -16.7% | 85 | $28K |
| CVA Family Office, LLC | 0.01% | No change | 83 | $28K |
| Larson Financial Group LLC | 0.00% | No change | 81 | $27K |
| Wetzel Investment Advisors, Inc. | 0.01% | Add +9.6% | 80 | $23K |
| CoreCap Advisors, LLC | 0.00% | New | 68 | $23K |
| Quarry LP | 0.01% | Reduce -8.2% | 67 | $23K |
| Chilton Capital Management LLC | 0.00% | Add +58.5% | 65 | $22K |
| Jones Financial Companies LLLP | 0.00% | Add +14.0% | 65 | $22K |
| Park Place Capital Corp | 0.01% | No change | 64 | $22K |
| First Financial Corp. | 0.01% | New | 64 | $22K |
| Front Row Advisors LLC | 0.01% | New | 62 | $21K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +287.5% | 62 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | New | 60 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 51 | $17K |
| Fortitude Family Office, LLC | 0.01% | No change | 50 | $17K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 50 | $17K |
| Citizens National Bank Trust Department | 0.00% | No change | 50 | $17K |
| MV Capital Management, Inc. | 0.00% | No change | 50 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 49 | $16K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -4.0% | 48 | $16K |
| Castleview Partners, LLC | 0.01% | Reduce -69.2% | 48 | $16K |
| Kelly Financial Services LLC | 0.01% | No change | 47 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 42 | $14K |
| Tsfg, LLC | 0.00% | No change | 42 | $14K |
| Ranger Investment Management, L.P. | 0.00% | Add +13.9% | 41 | $14K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -54.0% | 40 | $13K |
| Bell Investment Advisors, Inc | 0.00% | No change | 40 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 38 | $13K |
| West Paces Advisors Inc. | 0.00% | Reduce -56.1% | 36 | $12K |
| Clearstead Advisors, LLC | 0.00% | Add +56.0% | 39 | $12K |
| Pier Capital, LLC | 0.00% | No change | 33 | $11K |
| Albion Financial Group | 0.00% | No change | 30 | $10K |
| Asset Dedication, LLC | 0.00% | No change | 31 | $10K |
| REAP Financial Group, LLC | 0.00% | No change | 29 | $10K |
| Arlington Trust Co LLC | 0.00% | No change | 29 | $10K |
| Truvestments Capital LLC | 0.00% | No change | 26 | $9K |
| Meeder Asset Management Inc. | 0.00% | New | 24 | $8K |
| Centennial Bank | 0.00% | Reduce -94.8% | 23 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -4.2% | 23 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 22 | $7K |
| Eagle Bay Advisors LLC | 0.00% | No change | 22 | $7K |
| Beacon Capital Management, LLC | 0.00% | Add +100.0% | 22 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 21 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1800.0% | 19 | $7K |
| WealthCollab, LLC | 0.01% | No change | 20 | $7K |
| Hilltop National Bank | 0.00% | — | 20 | $7K |
| Central Bank & Trust Co. | 0.00% | No change | 20 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 20 | $7K |
| Colonial Trust Co / SC | 0.00% | No change | 20 | $7K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 19 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +17.6% | 20 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 17 | $6K |
| Abound Wealth Management | 0.00% | New | 16 | $5K |
| Crewe Advisors LLC | 0.00% | New | 16 | $5K |
| Headlands Technologies LLC | 0.00% | Reduce -99.1% | 16 | $5K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 15 | $5K |
| Avion Wealth | 0.00% | New | 13 | $5K |
| Salem Investment Counselors Inc. | 0.00% | New | 14 | $5K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -13.3% | 13 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 13 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 12 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -73.2% | 11 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 11 | $4K |
| HighMark Wealth Management LLC | 0.00% | Reduce -15.4% | 11 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 11 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 11 | $4K |
| CENTRAL TRUST Co | 0.00% | Reduce -54.5% | 10 | $3K |
| Addison Advisors LLC | 0.00% | No change | 9 | $3K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 9 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +200.0% | 9 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 8 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 8 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 6 | $2K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | New | 4 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -85.7% | 3 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -87.5% | 2 | $672 |
| TD Capital Management LLC | 0.00% | New | 2 | $672 |
| Frank, Rimerman Advisors LLC | 0.00% | No change | 2 | $672 |
| PEAK6 Investments LLC | 0.00% | New | 2 | $532 |
| Creative Capital Management Investments LLC | 0.00% | No change | 1 | $336 |
| Versant Capital Management, Inc | 0.00% | No change | 1 | $336 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $336 |
| True Wealth Design, LLC | 0.00% | New | 1 | $336 |
"% of holder's portfolio" is ICLR's weight in each manager's 13F, not the share of Icon PLC the manager owns.