IconICLR
13F holders, Q4 2024 (December 31)596holders −66
63new positions
148sold out
8famous investors
$209.78avg. 13F price*
At the end of Q4 2024, 596 institutions reported holding Icon PLC (ICLR) in their 13F filings, down 66 from Q3 2024. 63 opened new positions and 148 sold out. The largest holders were WCM Investment Management, LLC ($1.3B), Massachusetts Financial Services Co. ($671.4M) and Ninety One UK Ltd ($618.0M). 8 famous investors held it, including Steve Cohen (0.5% of Point72 Asset Management's portfolio), Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio) and David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio).
- Company
- Icon PLC
- CUSIP
- G4705A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $1.0B |
| Exits | 148 | $574.2M |
All 13F filers, Q3 2024 → Q4 2024: 14,492,373 shares bought and 16,832,986 shares sold, net −2,340,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 596 holders
| WCM Investment Management, LLC | 3.12% | Reduce -4.8% | 6,334,890 | $1.3B |
| Massachusetts Financial Services Co. | 0.21% | Reduce -21.2% | 3,201,761 | $671.4M |
| Ninety One UK Ltd | 1.65% | Add +9.3% | 2,946,953 | $618.0M |
| T. Rowe Price Associates Inc. | 0.07% | Reduce -12.4% | 2,933,560 | $615.2M |
| Franklin Resources Inc. | 0.13% | Add +51.0% | 2,171,194 | $455.3M |
| Wellington Management Group LLP | 0.08% | Reduce -31.4% | 2,113,244 | $443.2M |
| Clearbridge Investments, LLC | 0.35% | Add +37.1% | 2,051,977 | $430.3M |
| Invesco Ltd. | 0.07% | Add +3.1% | 1,893,348 | $397.1M |
| Lazard Asset Management LLC | 0.61% | Reduce -22.3% | 1,834,207 | $384.6M |
| Alliancebernstein L.P. | 0.13% | Add +38.1% | 1,821,450 | $382.0M |
| Sustainable Growth Advisers, LP | 1.68% | Add +18.2% | 1,593,719 | $334.2M |
| Janus Henderson Group PLC | 0.16% | Add +24.3% | 1,486,046 | $311.6M |
| FMR LLC | 0.02% | Reduce -39.4% | 1,327,613 | $278.4M |
| Ruane, Cunniff & Goldfarb L.P. | 4.51% | New | 1,265,540 | $265.4M |
| BlueSpruce Investments, LP | 5.21% | Add +20.9% | 1,223,117 | $256.5M |
| Comgest Global Investors S.A.S. | 4.03% | Reduce -3.5% | 1,172,752 | $245.9M |
| Capital Research Global Investors | 0.05% | Reduce -39.6% | 1,148,367 | $240.8M |
| D. E. Shaw & Co. | 0.28% | Add +574.6% | 1,116,205 | $234.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -4.7% | 1,072,960 | $225.0M |
| Victory Capital Management Inc. | 0.22% | Reduce -17.0% | 1,060,320 | $222.4M |
| Norges Bank | 0.03% | Add +0.2% | 1,006,377 | $211.0M |
| Bank of America Corp. | 0.02% | Reduce -31.4% | 873,986 | $183.3M |
| Morgan Stanley | 0.01% | Add +128.0% | 861,636 | $180.7M |
| Point72 Asset Management | 0.50% | Add +649.7% | 856,700 | $179.7M |
| Trinity Street Asset Management LLP | 17.28% | Add +19.7% | 839,765 | $176.1M |
| FIL Ltd | 0.16% | Add +13.2% | 835,317 | $175.2M |
| Bessemer Group Inc. | 0.28% | Reduce -5.2% | 810,700 | $170.0M |
| Neuberger Berman Group LLC | 0.13% | Add +5.1% | 759,575 | $159.3M |
| Allspring Global Investments Holdings, LLC | 0.25% | Add +122614.5% | 737,514 | $156.8M |
| Baron Capital (BAMCO) | 0.40% | Reduce -23.1% | 734,167 | $154.0M |
| Polen Capital Management LLC | 0.40% | Reduce -32.5% | 711,510 | $149.2M |
| CCLA Investment Management | 2.15% | Add +45.4% | 646,929 | $135.6M |
| Boston Partners | 0.16% | Reduce -72.4% | 631,562 | $132.4M |
| Principal Financial Group Inc. | 0.07% | Add +5.4% | 623,189 | $130.7M |
| Westfield Capital Management Co. LP | 0.55% | Add +1.9% | 602,999 | $126.5M |
| Mawer Investment Management Ltd. | 0.57% | Reduce -2.7% | 601,203 | $126.1M |
| AustralianSuper Pty Ltd | 0.59% | Reduce -9.8% | 599,952 | $125.8M |
| Citadel Advisors | 0.11% | Reduce -1.5% | 571,605 | $119.9M |
| Fisher Funds Management LTD | 2.88% | — | 569,686 | $119.4M |
| USS Investment Management Ltd | 0.87% | Add +12.9% | 569,561 | $119.4M |
| Earnest Partners LLC | 0.52% | Add +5.8% | 553,023 | $116.0M |
| Oddo BHF Asset Management Sas | 5.64% | Reduce -13.0% | 530,286 | $111.2M |
| Voloridge Investment Management, LLC | 0.39% | New | 520,736 | $109.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -51.2% | 517,497 | $108.5M |
| Manufacturers Life Insurance Company, The | 0.09% | Add +2566.6% | 483,942 | $101.5M |
| First Pacific Advisors, LP | 1.37% | Add +27.7% | 451,757 | $94.7M |
| Fiduciary Management Inc. | 0.87% | New | 444,100 | $93.1M |
| Fayez Sarofim & Co | 0.22% | Add +6.7% | 429,980 | $91.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +85.7% | 433,950 | $91.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -20.7% | 430,232 | $90.2M |
| Northern Trust Corp. | 0.01% | Reduce -11.4% | 429,099 | $90.0M |
| Stephens Investment Management Group LLC | 1.18% | Reduce -7.8% | 421,070 | $88.3M |
| Armistice Capital, LLC | 2.04% | New | 418,112 | $87.7M |
| UBS Group AG | 0.02% | Add +549.6% | 384,038 | $80.5M |
| State Street Corp. | 0.00% | Add +10.6% | 340,778 | $71.5M |
| American Century Companies Inc. | 0.04% | Reduce -69.0% | 330,715 | $69.4M |
| Ninety One North America, Inc. | 3.99% | Add +41.5% | 307,373 | $64.5M |
| Two Creeks Capital Management, LP | 3.81% | Add +71.8% | 297,638 | $62.4M |
| Sei Investments Co. | 0.08% | Add +26.6% | 293,727 | $61.6M |
| Legal & General Group Plc | 0.02% | Reduce -1.1% | 279,491 | $58.6M |
| ExodusPoint Capital Management, LP | 0.59% | New | 271,065 | $56.8M |
| BlackRock, Inc. | 0.00% | Reduce -77.3% | 261,755 | $54.9M |
| Qube Research & Technologies Ltd | 0.09% | Reduce -17.1% | 255,300 | $53.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -13.6% | 251,430 | $52.7M |
| CIBC Private Wealth Group LLC | 0.10% | Reduce -8.3% | 240,148 | $52.7M |
| Orbis Allan Gray Ltd | 0.28% | Add +3383.5% | 244,857 | $51.3M |
| Pertento Partners LLP | 5.16% | Add +46.0% | 239,048 | $50.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.21% | Add +2814.1% | 227,386 | $47.7M |
| Employees Retirement System of Texas | 0.47% | Add +82.0% | 225,800 | $47.4M |
| Millennium Management | 0.04% | Reduce -70.9% | 225,632 | $47.3M |
| Brown Brothers Harriman & Co. | 0.32% | Add +61.2% | 215,381 | $45.2M |
| Wells Fargo & Company | 0.01% | Add +10.4% | 213,644 | $44.8M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 210,538 | $44.2M |
| Eagle Health Investments LP | 10.75% | Add +59.9% | 209,190 | $43.9M |
| Sio Capital Management, LLC | 11.54% | New | 195,500 | $41.0M |
| Artisan Partners Limited Partnership | 0.06% | New | 195,291 | $41.0M |
| Woodline Partners LP | 0.28% | Add +127.6% | 193,982 | $40.7M |
| Canada Pension Plan Investment Board | 0.04% | No change | 188,405 | $39.5M |
| Sunriver Management LLC | 4.66% | New | 185,859 | $39.0M |
| Baird Financial Group, Inc. | 0.07% | Reduce -31.8% | 184,605 | $38.7M |
| Hudson Edge Investment Partners Inc. | 7.11% | Add +16.0% | 183,994 | $38.6M |
| Brown Capital Management LLC | 0.87% | Add +1.0% | 179,611 | $37.7M |
| Natixis Advisors, LLC | 0.07% | Add +6.7% | 177,761 | $37.3M |
| Raymond James Financial Inc. | 0.01% | — | 170,812 | $35.8M |
| BNP Paribas Financial Markets | 0.03% | Add +777.6% | 163,665 | $34.3M |
| State of Tennessee, Department of Treasury | 0.12% | Add +1.0% | 158,947 | $33.3M |
| Macquarie Group Ltd. | 0.04% | Add +10.2% | 157,375 | $33.0M |
| Pensioenfonds Rail & Ov | 2.18% | No change | 152,774 | $32.0M |
| California Public Employees Retirement System | 0.02% | Reduce -4.5% | 152,597 | $32.0M |
| Balyasny Asset Management L.P. | 0.08% | New | 151,343 | $31.7M |
| Thornburg Investment Management Inc. | 0.40% | Add +2.0% | 145,832 | $30.6M |
| Grandeur Peak Global Advisors, LLC | 2.70% | Add +121.3% | 145,324 | $30.5M |
| 1832 Asset Management L.P. | 0.05% | Add +3222.6% | 145,229 | $30.5M |
| Canoe Financial LP | 0.49% | New | 143,947 | $30.2M |
| Corient Private Wealth LP | 0.05% | Reduce -59.4% | 140,118 | $29.4M |
| Amundi | 0.01% | Reduce -17.8% | 133,554 | $29.3M |
| PFM Health Sciences, LP | 2.11% | Add +10.4% | 128,637 | $27.0M |
| Renaissance Technologies | 0.04% | Reduce -40.7% | 125,799 | $26.4M |
| Renaissance Group LLC | 1.01% | Reduce -1.7% | 116,372 | $24.4M |
| Royal Bank of Canada | 0.00% | Add +9.8% | 104,929 | $22.0M |
| Walleye Capital LLC | 0.23% | Reduce -22.1% | 104,371 | $21.9M |
| Clark Capital Management Group, Inc. | 0.15% | Reduce -35.5% | 103,318 | $21.7M |
| LPL Financial LLC | 0.01% | Add +2.5% | 103,483 | $21.7M |
| Jane Street Group, LLC | 0.03% | Reduce -48.0% | 103,017 | $21.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.4% | 102,463 | $21.5M |
| Clarkston Capital Partners, LLC | 0.40% | New | 100,055 | $21.0M |
| Swedbank AB | 0.03% | No change | 99,800 | $20.9M |
| Kornitzer Capital Management Inc. | 0.40% | Add +40.6% | 97,102 | $20.4M |
| Walter Public Investments Inc. | 3.64% | Add +29.8% | 96,954 | $20.3M |
| AXA S.A. | 0.06% | Add +48.9% | 95,870 | $20.1M |
| Sands Capital Management, LLC | 0.06% | New | 94,700 | $19.9M |
| Marshall Wace, LLP | 0.02% | New | 88,739 | $18.6M |
| Calamos Advisors LLC | 0.12% | Add +11.9% | 86,789 | $18.2M |
| Citigroup Inc. | 0.02% | Reduce -61.0% | 86,519 | $18.1M |
| Zuckerman Investment Group, LLC | 1.73% | New | 92,140 | $18.0M |
| New York State Common Retirement Fund | 0.02% | Reduce -42.1% | 85,362 | $17.9M |
| Prosight Management, LP | 4.99% | New | 85,000 | $17.8M |
| Geode Capital Management, LLC | 0.00% | Add +1.1% | 84,338 | $17.7M |
| Stifel Financial Corp. | 0.02% | Add +19.5% | 83,658 | $17.5M |
| Farmers & Merchants Investments Inc. | 0.55% | Add +1.7% | 83,511 | $17.5M |
| American Capital Management Inc. | 0.63% | Reduce -54.2% | 81,279 | $17.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +109.0% | 73,638 | $16.3M |
| Distillate Capital Partners LLC | 0.77% | Add +37.4% | 74,417 | $15.6M |
| Loomis Sayles & Co. L P | 0.02% | Add +4.6% | 70,007 | $14.7M |
| State of Michigan Retirement System | 0.08% | No change | 69,670 | $14.6M |
| FACT Capital, LP | 6.35% | Reduce -13.7% | 69,421 | $14.6M |
| Van Eck Associates Corp. | 0.02% | Reduce -2.2% | 68,780 | $14.4M |
| Cambiar Investors LLC | 0.55% | New | 66,673 | $14.0M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 66,209 | $13.9M |
| Motley Fool Asset Management LLC | 0.72% | Add +24.9% | 65,461 | $13.7M |
| Palisade Capital Management, LP | 0.41% | Reduce -1.4% | 64,853 | $13.6M |
| Motley Fool Wealth Management, LLC | 0.69% | Add +2.3% | 64,038 | $13.3M |
| Hardman Johnston Global Advisors LLC | 0.52% | Add +7.0% | 60,306 | $12.6M |
| Barclays PLC | 0.01% | Add +278.8% | 59,728 | $12.5M |
| LVM Capital Management Ltd. | 1.32% | Reduce -0.2% | 58,717 | $12.3M |
| Peregrine Capital Management LLC | 0.36% | Reduce -1.1% | 57,471 | $12.1M |
| Running Oak Capital LLC | 1.49% | Add +27.6% | 54,522 | $11.4M |
| Premier Fund Managers Ltd | 0.39% | Add +17.4% | 52,359 | $11.0M |
| Foyston, Gordon & Payne Inc | 2.87% | Add +27.3% | 51,713 | $10.8M |
| Globeflex Capital L P | 0.86% | Reduce -8.2% | 48,363 | $10.1M |
| Holocene Advisors, LP | 0.03% | New | 47,946 | $10.1M |
| Strategic Global Advisors, LLC | 1.83% | Add +9.7% | 47,741 | $10.0M |
| FineMark National Bank & Trust | 0.35% | Reduce -0.2% | 47,494 | $10.0M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.4% | 44,982 | $9.4M |
| Barlow Wealth Partners, LLC | 1.17% | Reduce -7.9% | 46,359 | $9.2M |
| Hyperion Capital Advisors LP | 4.73% | New | 43,925 | $9.2M |
| Focus Partners Wealth | 0.02% | Add +6.3% | 41,591 | $8.7M |
| Sixth Street Partners Management Company, L.P. | 1.11% | Add +24.2% | 41,000 | $8.6M |
| Liontrust Investment Partners LLP | 0.12% | Reduce -67.2% | 39,328 | $8.2M |
| Pathstone Holdings, LLC | 0.04% | Reduce -2.3% | 39,099 | $8.2M |
| Osborne Partners Capital Management, LLC | 0.47% | Add +131.2% | 38,781 | $8.1M |
| Trillium Asset Management, LLC | 0.21% | Add +50.2% | 38,247 | $8.0M |
| DNB Asset Management AS | 0.03% | Add +75.7% | 38,238 | $8.0M |
| TT International Asset Management LTD | 1.10% | Add +39.0% | 36,118 | $7.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.54% | Add +6.8% | 36,483 | $7.7M |
| Captrust Financial Advisors | 0.02% | Add +2.0% | 35,301 | $7.4M |
| Capital Fund Management S.A. | 0.07% | New | 35,227 | $7.4M |
| Deutsche Bank AG | 0.00% | Add +19.4% | 34,935 | $7.3M |
| Royal London Asset Management Ltd. | 0.02% | Add +4.0% | 34,520 | $7.2M |
| Edmond DE Rothschild Holding S.A. | 0.12% | New | 33,510 | $7.0M |
| National Bank of Canada | 0.01% | Reduce -19.9% | 32,644 | $6.9M |
| US Bancorp \de | 0.01% | Reduce -15.1% | 32,547 | $6.8M |
| Marks Group Wealth Management, Inc | 0.66% | Add +1.7% | 32,127 | $6.7M |
| Silvercrest Asset Management Group LLC | 0.04% | Add +40.2% | 32,079 | $6.7M |
| Montanaro Asset Management Ltd | 1.37% | Reduce -57.4% | 31,700 | $6.6M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 30,885 | $6.4M |
| Hantz Financial Services, Inc. | 0.11% | Reduce -38.1% | 30,534 | $6.4M |
| CenterBook Partners LP | 0.36% | New | 29,016 | $6.1M |
| National Philanthropic Trust | 0.09% | New | 28,654 | $6.0M |
| M&T Bank Corp | 0.02% | Reduce -4.0% | 28,086 | $5.9M |
| Blair William & Co. | 0.02% | Reduce -77.3% | 28,074 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -65.6% | 27,838 | $5.8M |
| Man Group plc | 0.02% | Reduce -39.8% | 26,716 | $5.6M |
| Retirement Systems of Alabama | 0.02% | No change | 26,653 | $5.6M |
| Cetera Investment Advisers | 0.01% | Reduce -7.3% | 26,320 | $5.5M |
| Robeco Schweiz AG | 0.12% | Reduce -62.1% | 26,072 | $5.5M |
| Aberdeen Group plc | 0.01% | Reduce -80.0% | 26,069 | $5.5M |
| Kennedy Capital Management LLC | 0.12% | Add +62.5% | 25,628 | $5.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -10.8% | 25,623 | $5.4M |
| Gateway Investment Advisers LLC | 0.06% | Add +4.2% | 25,009 | $5.2M |
| Quadrature Capital Ltd | 0.10% | Add +1630.3% | 24,916 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.1% | 24,578 | $5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.5% | 24,519 | $5.1M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 1.26% | Reduce -42.0% | 24,203 | $5.1M |
| Armor Advisors, L.L.C. | 6.16% | New | 24,100 | $5.1M |
| Quantitative Investment Management, LLC | 0.37% | New | 23,757 | $5.0M |
| TD Asset Management Inc | 0.00% | Reduce -87.9% | 23,587 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.4% | 23,464 | $4.9M |
| Jump Financial, LLC | 0.11% | Reduce -4.9% | 23,217 | $4.9M |
| Daiwa Securities Group Inc. | 0.02% | Add +551.0% | 23,110 | $4.8M |
| Mizuho Markets Americas LLC | 0.09% | New | 22,692 | $4.8M |
| Sterling Capital Management LLC | 0.06% | Add +4.2% | 21,828 | $4.6M |
| Hunter Perkins Capital Management, LLC | 0.95% | New | 21,539 | $4.5M |
| Romano Brothers and Company | 0.56% | Reduce -9.0% | 21,135 | $4.4M |
| Artemis Investment Management LLP | 0.06% | Reduce -69.2% | 21,005 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +19.5% | 20,906 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -27.7% | 20,706 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -27.7% | 20,706 | $4.3M |
| Handelsbanken Fonder AB | 0.02% | Reduce -4.8% | 20,676 | $4.3M |
| Bank of Montreal | 0.00% | Reduce -79.3% | 20,568 | $4.3M |
| Magnetar Financial LLC | 0.12% | Reduce -59.4% | 20,498 | $4.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.8% | 20,118 | $4.2M |
| Eldred Rock Partners, LLC | 1.43% | Reduce -47.8% | 19,913 | $4.2M |
| Cubist Systematic Strategies, LLC | 0.07% | Reduce -66.2% | 19,867 | $4.2M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +15.8% | 19,838 | $4.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 19,677 | $4.1M |
| Welch & Forbes LLC | 0.05% | Reduce -0.2% | 19,305 | $4.0M |
| Eversept Partners, LP | 0.42% | Add +40.9% | 19,252 | $4.0M |
| Frontier Capital Management Co. LLC | 0.04% | New | 19,177 | $4.0M |
| Banque de Luxembourg S.A. | 2.12% | — | 18,738 | $3.9M |
| Equitable Trust Co. | 0.21% | Reduce -0.9% | 18,314 | $3.8M |
| Azimuth Capital Investment Management LLC | 0.15% | Reduce -37.5% | 18,122 | $3.8M |
| Townsquare Capital LLC | 0.04% | Reduce -44.7% | 17,863 | $3.7M |
| Truist Financial Corp. | 0.01% | Reduce -30.5% | 17,516 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -10.2% | 16,921 | $3.5M |
| SeaBridge Investment Advisors LLC | 0.74% | Add +31.1% | 16,792 | $3.5M |
| Banque Pictet & Cie SA | 0.03% | New | 16,465 | $3.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -64.9% | 15,927 | $3.3M |
| Synovus Financial Corp. | 0.04% | Add +13.2% | 15,895 | $3.3M |
| Parkman Healthcare Partners LLC | 0.44% | Reduce -39.4% | 15,874 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.6% | 14,939 | $3.1M |
| Westover Capital Advisors, LLC | 0.69% | Reduce -4.0% | 14,893 | $3.1M |
| Meridiem Capital Partners LP | 0.29% | — | 14,739 | $3.1M |
| Eagle Global Advisors LLC | 0.12% | No change | 14,524 | $3.0M |
| SGL Investment Advisors, Inc. | 1.55% | Add +0.0% | 16,172 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -13.0% | 14,225 | $3.0M |
| Moore Capital Management, LP | 0.06% | New | 14,005 | $2.9M |
| Brant Point Investment Management LLC | 0.70% | Reduce -50.0% | 14,000 | $2.9M |
| Manhattan West Asset Management, LLC | 0.74% | Reduce -12.4% | 13,157 | $2.8M |
| Exencial Wealth Advisors, LLC | 0.10% | Add +15.3% | 12,901 | $2.7M |
| Verdence Capital Advisors LLC | 0.21% | Add +10.3% | 12,650 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -21.6% | 12,637 | $2.7M |
| Burney Co./ | 0.09% | Reduce -18.3% | 11,680 | $2.4M |
| Henry James International Management Inc. | 0.82% | Reduce -34.6% | 10,836 | $2.3M |
| Pacific Capital Partners Ltd | 1.31% | Reduce -93.1% | 10,618 | $2.2M |
| Cumberland Partners Ltd | 0.15% | Reduce -57.3% | 10,470 | $2.2M |
| Cynosure Group, LLC | 0.32% | Add +751.8% | 10,358 | $2.2M |
| Glenmede Trust Co. NA | 0.01% | Add +1.4% | 9,764 | $2.0M |
| Atria Investments, Inc | 0.03% | Add +0.7% | 9,623 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +17.1% | 9,317 | $2.0M |
| Utah Retirement Systems | 0.02% | No change | 9,187 | $1.9M |
| Pettee Investors, Inc. | 0.97% | No change | 9,101 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +14.1% | 9,290 | $1.9M |
| Thor Investment Management Inc. /Oh/ | 1.39% | Add +1.5% | 8,607 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.14% | Add +86.6% | 8,520 | $1.8M |
| Live Oak Private Wealth LLC | 0.30% | Add +21.7% | 8,493 | $1.8M |
| L. Roy Papp & Associates, LLP | 0.21% | Reduce -42.0% | 8,483 | $1.8M |
| Zions Bancorporation, N.A. | 0.11% | Add +274.3% | 8,411 | $1.8M |
| Buckingham Capital Management, Inc. | 0.20% | Reduce -4.9% | 8,392 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -13.2% | 8,345 | $1.8M |
| Mackenzie Financial Corp. | 0.00% | Add +22.1% | 8,334 | $1.7M |
| HRT Financial LP | 0.01% | Reduce -56.0% | 8,221 | $1.7M |
| Inspire Investing, LLC | 0.19% | Add +23.8% | 8,159 | $1.7M |
| Creative Planning | 0.00% | Reduce -85.4% | 8,134 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.13% | Reduce -35.4% | 7,836 | $1.6M |
| Highland Capital Management, LLC | 0.09% | Reduce -3.2% | 7,748 | $1.6M |
| Mitchell Capital Management Co. | 0.28% | Reduce -5.6% | 7,658 | $1.6M |
| First National Bank of Omaha | 0.10% | Add +45.6% | 7,657 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +16.3% | 6,086 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.5% | 7,227 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +32.7% | 7,128 | $1.5M |
| Richard P Slaughter Associates Inc | 0.32% | Reduce -0.3% | 6,865 | $1.4M |
| Transatlantique Private Wealth LLC | 0.54% | Add +8.1% | 6,714 | $1.4M |
| Graham Capital Management, L.P. | 0.07% | Add +6.6% | 6,398 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -31.9% | 6,303 | $1.3M |
| Vident Advisory, LLC | 0.02% | Reduce -7.6% | 6,272 | $1.3M |
| Entropy Technologies, LP | 0.13% | Add +472.2% | 6,174 | $1.3M |
| Connable Office Inc. | 0.13% | Reduce -2.1% | 6,169 | $1.3M |
| Washington Trust Advisors, Inc. | 0.11% | Reduce -0.1% | 6,158 | $1.3M |
| Choreo, LLC | 0.02% | Add +12.9% | 6,136 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -4.0% | 6,003 | $1.3M |
| Diversified Trust Co. | 0.03% | Reduce -2.0% | 5,960 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -12.9% | 5,925 | $1.2M |
| Channel Wealth LLC | 0.40% | New | 5,886 | $1.2M |
| SkyView Investment Advisors, LLC | 0.20% | Add +89.2% | 5,848 | $1.2M |
| Wasatch Advisors LP | 0.01% | Add +3.1% | 5,777 | $1.2M |
| Ossiam | 0.02% | Add +63.8% | 5,624 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -9.8% | 5,600 | $1.2M |
| GAM Holding AG | 0.09% | Reduce -6.2% | 5,584 | $1.2M |
| Bangor Savings Bank | 0.11% | Reduce -4.4% | 5,560 | $1.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +32.2% | 5,508 | $1.2M |
| Personal Cfo Solutions, LLC | 0.22% | Reduce -2.8% | 5,392 | $1.1M |
| Jain Global LLC | 0.03% | — | 5,329 | $1.1M |
| Tealwood Asset Management Inc. | 0.46% | Add +1.1% | 5,321 | $1.1M |
| Redmond Asset Management, LLC | 0.27% | Add +8.9% | 5,249 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | New | 5,136 | $1.1M |
| Edgestream Partners, L.P. | 0.05% | New | 5,098 | $1.1M |
| Raiffeisen Bank International AG | 0.02% | — | 5,000 | $1.0M |
| Cullen Investment Group, LTD. | 0.15% | Reduce -2.0% | 4,980 | $1.0M |
| Boothbay Fund Management, LLC | 0.03% | Reduce -40.1% | 4,904 | $1.0M |
| Quartz Partners, LLC | 0.61% | Add +20.1% | 4,798 | $1.0M |
| Whittier Trust Co. | 0.01% | Add +17.8% | 4,736 | $993K |
| Allianz Asset Management GmbH | 0.00% | Reduce -22.3% | 4,703 | $986K |
| JLB & Associates Inc. | 0.12% | Reduce -52.1% | 4,256 | $893K |
| Rhumbline Advisers | 0.00% | Add +1.8% | 4,222 | $885K |
| Gsa Capital Partners LLP | 0.06% | Add +21.2% | 4,013 | $842K |
| Sara-Bay Financial | 0.31% | No change | 3,980 | $834K |
| Tributary Capital Management, LLC | 0.06% | Add +116.1% | 3,950 | $828K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.6% | 3,908 | $820K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.2% | 3,878 | $813K |
| Federated Hermes, Inc. | 0.00% | Reduce -91.9% | 3,840 | $805K |
| Confluence Investment Management LLC | 0.01% | Add +1.0% | 3,829 | $803K |
| Tidal Investments LLC | 0.01% | New | 3,827 | $803K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -46.6% | 3,818 | $801K |
| Nwam LLC | 0.05% | Reduce -0.1% | 3,811 | $799K |
| Rathbones Group PLC | 0.00% | No change | 3,800 | $797K |
| Motco | 0.08% | Reduce -0.7% | 3,778 | $792K |
| Cadence Bank | 0.05% | Reduce -0.7% | 3,756 | $788K |
| Headlands Technologies LLC | 0.08% | Reduce -53.9% | 3,595 | $754K |
| FDx Advisors, Inc. | 0.22% | Add +13.6% | 3,527 | $740K |
| Freedom Investment Management, Inc. | 0.06% | Add +25.7% | 3,520 | $738K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -10.2% | 3,494 | $733K |
| LRT Capital Management, LLC | 0.57% | New | 3,473 | $728K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -13.3% | 3,471 | $728K |
| Mariner, LLC | 0.00% | Reduce -33.1% | 3,368 | $706K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -21.2% | 3,222 | $676K |
| Dagco, Inc. | 0.22% | Add +2.4% | 3,186 | $668K |
| Cibc World Market Inc. | 0.00% | Add +73.4% | 3,137 | $658K |
| Aviva PLC | 0.00% | Reduce -0.5% | 3,116 | $653K |
| Advisory Services Network, LLC | 0.01% | Add +8.4% | 3,082 | $646K |
| Yarbrough Capital, LLC | 0.02% | Reduce -10.8% | 3,044 | $638K |
| Trust Point Inc. | 0.04% | Add +48.1% | 3,031 | $636K |
| Brave Warrior Advisors | 0.02% | New | 3,000 | $629K |
| Pitcairn Co. | 0.04% | Reduce -22.1% | 2,989 | $627K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -94.7% | 2,909 | $620K |
| CIBC Asset Management Inc | 0.00% | Add +10.5% | 2,940 | $617K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +1437.9% | 2,922 | $613K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.16% | Reduce -3.9% | 2,899 | $608K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.8% | 2,833 | $594K |
| SG Americas Securities, LLC | 0.00% | Reduce -82.0% | 2,779 | $583K |
| Foresight Group Ltd Liability Partnership | 0.09% | New | 2,765 | $580K |
| International Assets Investment Management, LLC | 0.05% | Add +2.3% | 2,679 | $570K |
| Financial Advocates Investment Management | 0.03% | Add +14.6% | 2,708 | $568K |
| Gibbs Wealth Management | 0.15% | Reduce -34.9% | 2,696 | $565K |
| Montag & Caldwell, LLC | 0.12% | Reduce -37.6% | 2,670 | $560K |
| PEAK6 LLC | 0.02% | — | 2,609 | $547K |
| Marietta Investment Partners LLC | 0.12% | Reduce -0.5% | 2,603 | $546K |
| Hilltop Holdings Inc. | 0.03% | Add +10.0% | 2,534 | $531K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -5.5% | 2,810 | $526K |
| Rice Hall James & Associates, LLC | 0.03% | Reduce -63.8% | 2,491 | $522K |
| Yorktown Management & Research Co Inc | 0.49% | No change | 2,450 | $514K |
| Brown Advisory Inc. | 0.00% | Reduce -2.1% | 2,427 | $509K |
| Portside Wealth Group, LLC | 0.08% | Reduce -42.9% | 2,416 | $507K |
| Hayek Kallen Investment Management | 0.18% | Reduce -5.0% | 2,380 | $499K |
| Legacy Advisors, LLC | 0.05% | Add +1.0% | 2,356 | $494K |
| Ninety One SA (Pty) Ltd | 0.11% | Add +12.9% | 2,355 | $494K |
| 1900 Wealth Management LLC | 0.04% | No change | 2,327 | $488K |
| Principal Securities, Inc. | 0.01% | Reduce -47.9% | 2,318 | $486K |
| William Blair Investment Management, LLC | 0.00% | Reduce -99.8% | 2,306 | $484K |
| Dakota Wealth Management | 0.01% | Reduce -36.1% | 2,296 | $481K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 2,295 | $481K |
| &partners | 0.01% | Reduce -15.1% | 2,231 | $480K |
| Pinnacle Associates Ltd. | 0.01% | No change | 2,284 | $479K |
| NewEdge Advisors, LLC | 0.00% | Reduce -16.6% | 2,225 | $467K |
| American Trust | 0.04% | Add +86.3% | 2,217 | $465K |
| WR Wealth Planners, LLC | 0.15% | Reduce -10.3% | 2,206 | $463K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +0.5% | 2,203 | $462K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -47.8% | 2,144 | $450K |
| Venturi Wealth Management, LLC | 0.02% | Add +32.0% | 2,135 | $448K |
| Guggenheim Capital LLC | 0.00% | Add +88.5% | 2,105 | $441K |
| Wahed Invest LLC | 0.07% | Add +5.4% | 2,100 | $440K |
| State of Wyoming | 0.06% | Reduce -2.3% | 2,082 | $437K |
| Greenwood Capital Associates LLC | 0.06% | Reduce -4.8% | 2,052 | $430K |
| Portland Investment Counsel Inc. | 0.11% | Add +150.0% | 2,000 | $419K |
| Somerset Trust Co | 0.16% | Reduce -4.1% | 1,994 | $418K |
| AlphaCentric Advisors LLC | 0.41% | New | 1,965 | $412K |
| Maverick Capital | 0.01% | New | 1,958 | $411K |
| Groesbeck Investment Management Corp. | 0.52% | Reduce -12.0% | 1,911 | $401K |
| NorthCoast Asset Management LLC | 0.00% | Add +126.4% | 1,911 | $401K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.9% | 1,839 | $386K |
| Malaga Cove Capital, LLC | 0.15% | Add +1.4% | 1,840 | $386K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -49.6% | 1,817 | $381K |
| Eagle Harbor Asset Management Inc. | 0.38% | No change | 1,810 | $380K |
| Covenant Partners, LLC | 0.12% | Reduce -50.2% | 1,804 | $378K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.0% | 1,773 | $372K |
| Birch Financial Group, LLC | 0.42% | — | 1,772 | $372K |
| Summit Creek Advisors LLC | 0.05% | No change | 1,760 | $369K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.2% | 1,759 | $369K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -6.9% | 1,759 | $369K |
| Empowered Funds, LLC | 0.01% | Add +0.7% | 1,668 | $350K |
| Private Advisor Group, LLC | 0.00% | Reduce -25.4% | 1,667 | $350K |
| Qsemble Capital Management, LP | 0.05% | Add +2.7% | 1,648 | $346K |
| Tiaa Trust, National Association | 0.00% | Reduce -19.7% | 1,646 | $345K |
| White Knight Strategic Wealth Advisors, LLC | 0.14% | Add +100.0% | 1,620 | $340K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -47.4% | 1,593 | $334K |
| Forum Financial Management, LP | 0.01% | New | 1,588 | $333K |
| Benjamin Edwards Inc. | 0.00% | Add +14.2% | 1,569 | $329K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -28.8% | 1,563 | $328K |
| Steph & Co. | 0.11% | Add +3.6% | 1,560 | $327K |
| Tectonic Advisors LLC | 0.02% | Reduce -45.1% | 1,527 | $320K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +1.6% | 1,525 | $320K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -30.4% | 1,464 | $319K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -9.0% | 1,520 | $319K |
| Wallace Advisory Group, LLC | 0.22% | Add +8.3% | 1,109 | $319K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -34.2% | 1,511 | $317K |
| Wealth Alliance, LLC | 0.04% | Add +11.3% | 1,482 | $311K |
| Commerce Bank | 0.00% | Reduce -17.3% | 1,458 | $306K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -38.7% | 1,446 | $303K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -4.6% | 1,440 | $302K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -4.8% | 1,428 | $299K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -0.3% | 1,427 | $299K |
| Global Retirement Partners, LLC | 0.01% | Add +35.5% | 1,412 | $296K |
| MAI Capital Management | 0.00% | Add +0.3% | 1,407 | $295K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 1,400 | $294K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -1.7% | 1,397 | $293K |
| Granite Group Advisors, LLC | 0.19% | No change | 1,394 | $292K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -10.5% | 1,388 | $291K |
| Ethic Inc. | 0.01% | Reduce -75.8% | 1,381 | $290K |
| Foundry Partners, LLC | 0.01% | New | 1,378 | $289K |
| UMB Bank, n.a. | 0.00% | Add +570.7% | 1,375 | $288K |
| Avitas Wealth Management LLC | 0.04% | Add +24.3% | 1,341 | $281K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -43.0% | 1,331 | $279K |
| Park National Corp. | 0.01% | No change | 1,317 | $276K |
| First Trust Advisors LP | 0.00% | Reduce -92.0% | 1,299 | $272K |
| Groupe la Francaise | 0.01% | — | 1,300 | $272K |
| Two Sigma Securities, LLC | 0.05% | Add +63.1% | 1,285 | $269K |
| Arax Advisory Partners | 0.02% | Add +16.8% | 1,281 | $269K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -8.4% | 1,273 | $267K |
| Causeway Capital Management LLC | 0.01% | New | 1,250 | $262K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +2.0% | 1,247 | $262K |
| Fiduciary Trust Co | 0.00% | Add +26.9% | 1,233 | $259K |
| Merit Financial Group, LLC | 0.00% | New | 1,205 | $253K |
| Schroder Investment Management Group | 0.00% | No change | 1,205 | $253K |
| Piar LLC | 0.25% | — | 1,200 | $252K |
| Mutual Advisors, LLC | 0.01% | Add +26.8% | 1,230 | $249K |
| Quadcap Wealth Management, LLC | 0.04% | New | 1,180 | $247K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +128.2% | 1,166 | $245K |
| Blueshift Asset Management, LLC | 0.09% | Reduce -61.3% | 1,163 | $244K |
| Arkadios Wealth Advisors | 0.01% | Reduce -10.1% | 1,162 | $244K |
| Norden Group LLC | 0.03% | Reduce -28.8% | 1,160 | $243K |
| Fox Run Management, L.L.C. | 0.04% | New | 1,152 | $242K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -5.0% | 1,150 | $241K |
| Institute for Wealth Management, LLC. | 0.03% | New | 1,144 | $240K |
| Hardy Reed LLC | 0.02% | No change | 1,144 | $240K |
| Alta Capital Management LLC/ | 0.01% | Reduce -98.7% | 1,143 | $240K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.9% | 1,122 | $235K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -50.5% | 1,106 | $232K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -79.1% | 1,098 | $230K |
| Transcend Capital Advisors, LLC | 0.02% | New | 1,091 | $229K |
| First National Bank of Hutchinson | 0.14% | No change | 1,073 | $225K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -52.9% | 1,073 | $225K |
| J. Goldman & Co LP | 0.01% | New | 1,072 | $225K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.5% | 1,065 | $223K |
| NewEdge Wealth, LLC | 0.00% | New | 1,063 | $223K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,059 | $222K |
| Sierra Legacy Group | 0.20% | — | 1,027 | $215K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -60.8% | 1,024 | $215K |
| DAVENPORT & Co LLC | 0.00% | New | 1,021 | $214K |
| McElhenny Sheffield Capital Management, LLC | 0.07% | No change | 1,000 | $210K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,000 | $210K |
| Farallon Capital Management, L.L.C. | 0.00% | Reduce -99.5% | 1,000 | $210K |
| Purus Wealth Management, LLC | 0.08% | Reduce -55.7% | 970 | $203K |
| Resonant Capital Advisors, LLC | 0.01% | Reduce -0.8% | 958 | $201K |
| Mgo One Seven LLC | 0.01% | Add +6.6% | 955 | $200K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.5% | 908 | $190K |
| Avior Wealth Management, LLC | 0.01% | Add +76.0% | 894 | $187K |
| Assetmark, Inc. | 0.00% | Reduce -3.4% | 872 | $183K |
| Huntington National Bank | 0.00% | Reduce -39.4% | 778 | $163K |
| Credit Agricole S A | 0.00% | Reduce -88.2% | 750 | $157K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -27.6% | 728 | $153K |
| Pacer Advisors, Inc. | 0.00% | Add +4.0% | 728 | $153K |
| IFP Advisors, Inc | 0.01% | Reduce -1.9% | 724 | $152K |
| Aviso Financial Inc. | 0.01% | Add +28.8% | 721 | $151K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -6.6% | 670 | $141K |
| Horizon Investments, LLC | 0.00% | Add +534.0% | 653 | $137K |
| Spire Wealth Management | 0.00% | Add +21.1% | 643 | $135K |
| Grove Bank & Trust | 0.02% | Reduce -0.3% | 638 | $134K |
| Allworth Financial LP | 0.00% | Reduce -1.3% | 617 | $125K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.4% | 569 | $119K |
| TD Private Client Wealth LLC | 0.00% | Reduce -83.3% | 568 | $119K |
| Signaturefd, LLC | 0.00% | Reduce -42.2% | 539 | $113K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 495 | $104K |
| Jones Financial Companies LLLP | 0.00% | Reduce -27.0% | 494 | $104K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -19.5% | 483 | $101K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -0.4% | 471 | $99K |
| Clearstead Advisors, LLC | 0.00% | Reduce -38.6% | 445 | $93K |
| GAMMA Investing LLC | 0.01% | Add +64.0% | 433 | $91K |
| Westpac Banking Corp. | 0.01% | Reduce -3.5% | 414 | $87K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -7.8% | 402 | $85K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +49.1% | 401 | $84K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -35.2% | 387 | $81K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 375 | $79K |
| Mather Group, Llc. | 0.00% | Reduce -6.1% | 368 | $77K |
| R Squared Ltd | 0.07% | — | 330 | $69K |
| Pilgrim Partners Asia Pte Ltd | 0.05% | — | 300 | $63K |
| GeoWealth Management, LLC | 0.00% | Reduce -43.8% | 298 | $62K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -44.8% | 291 | $61K |
| Blue Trust, Inc. | 0.00% | Add +49.0% | 283 | $59K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 281 | $59K |
| Private Trust Co. NA | 0.01% | Add +48.8% | 250 | $52K |
| Cwm, LLC | 0.00% | Reduce -42.4% | 245 | $51K |
| Kestra Investment Management, LLC | 0.00% | New | 239 | $50K |
| Quadrant Capital Group LLC | 0.00% | Add +11.3% | 236 | $49K |
| Park Place Capital Corp | 0.01% | Add +281.4% | 225 | $47K |
| Mizuho Bank, Ltd. | 0.01% | No change | 220 | $46K |
| Quarry LP | 0.01% | Add +21.2% | 217 | $46K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -37.4% | 203 | $43K |
| Security National Bank | 0.01% | New | 200 | $42K |
| Atlatl Advisers LLC | 0.02% | — | 191 | $40K |
| Hollencrest Capital Management | 0.00% | Reduce -49.9% | 182 | $38K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -15.6% | 179 | $36K |
| Asset Dedication, LLC | 0.00% | No change | 161 | $34K |
| Harbour Investments, Inc. | 0.00% | Reduce -25.1% | 155 | $33K |
| Nova Wealth Management, Inc. | 0.03% | — | 150 | $31K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 150 | $31K |
| ORG Partners LLC | 0.00% | Reduce -23.2% | 142 | $30K |
| Sierra Ocean, LLC | 0.02% | — | 136 | $29K |
| Orion Capital Management LLC | 0.01% | New | 120 | $25K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -22.8% | 105 | $22K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | — | 100 | $21K |
| Larson Financial Group LLC | 0.00% | Add +14.1% | 97 | $20K |
| Whipplewood Advisors, LLC | 0.01% | — | 96 | $20K |
| Promus Capital, LLC | 0.01% | — | 93 | $20K |
| Rakuten Securities, Inc. | 0.01% | Add +8900.0% | 90 | $19K |
| Bogart Wealth, LLC | 0.00% | Add +66.7% | 85 | $18K |
| CVA Family Office, LLC | 0.00% | Add +1.2% | 84 | $18K |
| Fifth Third Bancorp | 0.00% | Reduce -93.6% | 84 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 70 | $15K |
| CENTRAL TRUST Co | 0.00% | Add +570.0% | 67 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -81.3% | 65 | $14K |
| Coppell Advisory Solutions LLC | 0.00% | Add +215.0% | 63 | $13K |
| Capital A Wealth Management, LLC | 0.02% | — | 62 | $13K |
| Lindbrook Capital, LLC | 0.00% | Reduce -33.7% | 61 | $13K |
| Hager Investment Management Services, LLC | 0.01% | — | 60 | $13K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 60 | $13K |
| Richardson Financial Services Inc. | 0.01% | Reduce -43.8% | 59 | $12K |
| MV Capital Management, Inc. | 0.00% | Reduce -14.3% | 54 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 54 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 38 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 50 | $10K |
| Citizens National Bank Trust Department | 0.00% | No change | 50 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +122.7% | 49 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 49 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 45 | $9K |
| Tsfg, LLC | 0.00% | No change | 42 | $9K |
| Webster Bank, N. A. | 0.00% | No change | 42 | $9K |
| Park Square Financial Group, LLC | 0.01% | — | 40 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -61.9% | 40 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Add +8.3% | 39 | $8K |
| Centricity Wealth Management, LLC | 0.01% | — | 38 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 38 | $8K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -7.7% | 36 | $8K |
| West Paces Advisors Inc. | 0.00% | No change | 36 | $8K |
| Albion Financial Group | 0.00% | No change | 30 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 29 | $6K |
| Ranger Investment Management, L.P. | 0.00% | Reduce -29.3% | 29 | $6K |
| CoreCap Advisors, LLC | 0.00% | Reduce -51.7% | 29 | $6K |
| Hexagon Capital Partners LLC | 0.00% | Add +366.7% | 28 | $6K |
| Group One Trading LLC | 0.00% | Reduce -87.3% | 27 | $6K |
| Capital & Planning, LLC | 0.00% | — | 26 | $5K |
| WPG Advisers, LLC | 0.00% | — | 24 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +26.3% | 24 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | New | 25 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | New | 25 | $5K |
| Fairway Wealth LLC | 0.00% | New | 23 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 21 | $4K |
| WealthCollab, LLC | 0.00% | No change | 20 | $4K |
| Hilltop National Bank | 0.00% | No change | 20 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 20 | $4K |
| WASHINGTON TRUST Co | 0.00% | New | 19 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -84.5% | 17 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 12 | $4K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -68.0% | 16 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -27.3% | 16 | $3K |
| Eagle Bay Advisors LLC | 0.00% | No change | 16 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 16 | $3K |
| Creative Financial Designs Inc. | 0.00% | New | 16 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 14 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -88.7% | 14 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 13 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -23.5% | 13 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 12 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 11 | $2K |
| Key Financial Inc | 0.00% | Reduce -98.2% | 11 | $2K |
| Beacon Capital Management, LLC | 0.00% | Reduce -59.3% | 11 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 11 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | — | 10 | $2K |
| HighMark Wealth Management LLC | 0.00% | No change | 10 | $2K |
| Brooklyn Investment Group | 0.00% | Reduce -78.0% | 9 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 8 | $2K |
| Aventura Private Wealth, LLC | 0.00% | — | 7 | $1K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 6 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -81.8% | 6 | $1K |
| SBI Securities Co., Ltd. | 0.00% | — | 6 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 5 | $1K |
| Hemington Wealth Management | 0.00% | Reduce -37.5% | 5 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -76.5% | 4 | $839 |
| Golden State Wealth Management, LLC | 0.00% | — | 4 | $839 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $768 |
| Carolinas Wealth Consulting LLC | 0.00% | New | 4 | $766 |
| Altfest L J & Co. Inc. | 0.00% | No change | 2,058 | $591 |
| True Wealth Design, LLC | 0.00% | Add +100.0% | 2 | $420 |
| TD Capital Management LLC | 0.00% | No change | 2 | $419 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 2 | $419 |
| Creative Capital Management Investments LLC | 0.00% | No change | 1 | $210 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $210 |
"% of holder's portfolio" is ICLR's weight in each manager's 13F, not the share of Icon PLC the manager owns.