Iqvia HoldingsIQV

13F holders, Q1 2024 (March 31)
1,014holders
12famous investors
$252.47avg. 13F price*

At the end of Q1 2024, 1,014 institutions reported holding Iqvia Holdings Inc. (IQV) in their 13F filings. The largest holders were Vanguard Group Inc. ($5.3B), BlackRock Inc. ($3.9B) and Harris Associates (Oakmark Funds) ($2.6B). 12 famous investors held it, including Bill Nygren (4.1% of Harris Associates (Oakmark Funds)'s portfolio), Stanley Druckenmiller (0.4% of Duquesne Family Office's portfolio) and Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio).

Company
Iqvia Holdings Inc.
Sector
Health Care
CUSIP
46266C105
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions98$230.2M
Exits48$490.3M

Ownership 1,014 holders

Vanguard Group Inc. 0.11% Reduce -0.1% 21,068,261 $5.3B
BlackRock Inc. 0.09% Add +1.5% 15,390,401 $3.9B
Harris Associates (Oakmark Funds) 4.15% Add +4.1% 10,143,388 $2.6B
State Street Corp. 0.09% Add +0.5% 7,962,043 $2.0B
Alliancebernstein L.P. 0.38% Reduce -10.8% 4,223,563 $1.1B
Geode Capital Management, LLC 0.10% Add +3.0% 4,155,943 $1.0B
Morgan Stanley 0.08% Reduce -1.5% 3,986,609 $1.0B
Lazard Asset Management LLC 1.09% Add +0.9% 3,263,944 $825.4M
Canada Pension Plan Investment Board 0.85% Add +6.5% 3,191,835 $807.2M
Farallon Capital Management, L.L.C. 4.31% Reduce -4.2% 2,836,162 $717.2M
Longview Partners (Guernsey) LTD 4.12% Reduce -2.7% 2,523,205 $638.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.88% Add +3.8% 2,510,685 $634.9M
FMR LLC 0.04% Reduce -4.8% 2,321,243 $587.0M
Capital Research Global Investors 0.12% Add +7.2% 2,138,802 $540.9M
JPMorgan Chase & Co. 0.05% Add +21.5% 2,042,425 $516.5M
Invesco Ltd. 0.11% Add +24.4% 1,982,003 $501.2M
Cantillon Capital Management LLC 2.81% Reduce -2.0% 1,767,340 $446.9M
Norges Bank 0.07% Add +1.1% 1,676,288 $423.9M
Wellington Management Group LLP 0.07% Reduce -5.7% 1,624,093 $410.7M
Sustainable Growth Advisers, LP 1.71% Reduce -0.7% 1,614,905 $408.4M
Northern Trust Corp. 0.07% Reduce -4.1% 1,590,190 $402.1M
Impax Asset Management Group plc 1.32% Add +2.1% 1,370,646 $345.9M
Goldman Sachs Group Inc. 0.07% Add +59.3% 1,334,959 $337.6M
FIL Ltd 0.32% Reduce -19.2% 1,290,171 $326.3M
Bessemer Group Inc. 0.58% Reduce -0.0% 1,262,889 $319.4M
Legal & General Group Plc 0.09% Reduce -1.5% 1,223,517 $309.4M
Bank of New York Mellon Corp 0.06% Reduce -6.5% 1,207,947 $305.5M
AMF Tjanstepension AB 2.29% Add +9.3% 1,197,037 $302.7M
Charles Schwab Investment Management Inc. 0.07% Add +2.4% 1,188,205 $300.5M
Amundi 0.13% Reduce -4.6% 1,319,671 $299.8M
Dimensional Fund Advisors LP 0.08% Add +2.9% 1,136,257 $287.3M
CIBC Private Wealth Group LLC 0.54% Reduce -1.1% 1,106,517 $275.4M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -2.5% 1,013,710 $256.4M
T. Rowe Price Associates Inc. 0.03% Add +7.3% 886,948 $224.3M
Liontrust Investment Partners LLP 3.06% Reduce -3.1% 867,853 $219.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -17.3% 864,195 $218.5M
Loomis Sayles & Co. L P 0.30% Reduce -3.8% 829,527 $209.8M
Nordea Investment Management AB 0.24% Add +17.8% 808,398 $203.6M
Raymond James & Associates 0.14% Reduce -4.7% 794,957 $201.0M
JARISLOWSKY, FRASER Ltd 1.10% Reduce -4.0% 757,397 $191.5M
Neuberger Berman Group LLC 0.15% Add +65.5% 705,062 $178.3M
American Century Companies Inc. 0.11% Reduce -2.6% 704,238 $178.1M
Bank of America Corp. 0.02% Add +8.0% 696,340 $176.1M
Nuveen Asset Management, LLC 0.05% Add +1.8% 694,824 $175.7M
KBC Group NV 0.50% Add +127.4% 620,534 $156.9M
Atalan Capital Partners, LP 12.80% Reduce -9.0% 610,000 $154.3M
Morningstar Investment Services LLC 1.69% Reduce -50.7% 607,610 $153.5M
Envestnet Asset Management Inc. 0.06% Add +16.3% 585,406 $148.0M
Agf Management Ltd. 0.81% Add +12101.4% 575,173 $145.5M
Ameriprise Financial Inc. 0.04% Reduce -15.4% 570,675 $144.3M
Swiss National Bank 0.10% Reduce -4.6% 546,480 $138.2M
Deutsche Bank AG 0.06% Add +22.7% 530,099 $134.1M
Royal London Asset Management Ltd. 0.33% Reduce -1.5% 523,602 $132.4M
Truist Financial Corp. 0.20% Reduce -1.9% 519,402 $131.4M
Eagle Asset Management Inc. 0.65% Reduce -0.9% 516,369 $128.5M
Raymond James Financial Services Advisors, Inc. 0.19% Reduce -4.5% 500,126 $126.5M
Royal Bank of Canada 0.03% Reduce -16.2% 489,802 $123.9M
Franklin Resources Inc. 0.04% Add +0.3% 481,204 $121.7M
Parnassus Investments, LLC 0.26% Reduce -43.3% 476,093 $120.4M
Manufacturers Life Insurance Company, The 0.11% Reduce -1.6% 468,949 $118.6M
Rhumbline Advisers 0.11% Add +3.8% 465,584 $117.7M
Aviva PLC 0.38% Reduce -16.9% 444,742 $112.5M
Douglass Winthrop Advisors, LLC 2.23% Add +1.8% 427,861 $108.2M
Stifel Financial Corp. 0.12% Reduce -11.4% 408,641 $103.3M
Sands Capital Management, LLC 0.29% Add +1.9% 403,956 $102.2M
HSBC Holdings PLC 0.07% Reduce -17.7% 395,875 $100.1M
Rockefeller Capital Management L.P. 0.28% Add +3.9% 378,799 $95.8M
National Pension Service 0.11% Add +2.8% 378,253 $95.7M
UBS Group AG 0.03% Add +22.7% 368,001 $93.1M
California Public Employees Retirement System 0.06% Reduce -3.4% 334,079 $84.5M
B. Metzler seel. Sohn & Co. AG 0.93% Add +1.4% 337,671 $84.2M
Primecap Management Co. 0.06% Add +3.4% 323,956 $81.9M
Hardman Johnston Global Advisors LLC 2.67% Reduce -2.1% 305,820 $77.3M
Cerity Partners LLC 0.20% Reduce -6.1% 302,694 $76.5M
California State Teachers Retirement System 0.10% Add +1.2% 300,804 $76.1M
Adage Capital Partners Gp, L.L.C. 0.14% Add +13.1% 288,262 $72.9M
Candriam S.C.A. 0.47% Add +18.0% 287,121 $72.6M
Credit Suisse AG/ 0.07% Reduce -9.1% 278,821 $70.5M
STRS Ohio 0.26% Add +5.0% 258,146 $65.3M
Barclays PLC 0.03% Reduce -22.2% 257,380 $65.1M
CIBC Asset Management Inc 0.22% Add +2.9% 252,448 $63.8M
Vaughan Nelson Investment Management, L.P. 0.55% Add +12.2% 247,926 $62.7M
Ensign Peak Advisors, Inc 0.11% Add +1.6% 247,279 $62.5M
Hawk Ridge Capital Management LP 2.79% New 244,842 $61.9M
Criteria Caixa, S.A.U. 6.32% No change 232,326 $58.8M
Bank of Montreal 0.02% Reduce -0.2% 224,912 $58.1M
Bradley Foster & Sargent Inc. 1.04% Reduce -1.8% 228,359 $57.7M
Public Employees Retirement Association of Colorado 0.24% Reduce -2.0% 222,894 $56.4M
Principal Financial Group Inc. 0.03% Add +0.7% 218,839 $55.3M
Compagnie Lombard Odier SCmA 0.94% Reduce -2.0% 211,097 $53.4M
EULAV Asset Management 1.45% Add +43.5% 208,000 $52.6M
2Xideas AG 6.36% Reduce -23.4% 205,621 $52.0M
LGT Group Foundation 1.21% Reduce -14.6% 203,341 $51.4M
State of Wisconsin Investment Board 0.13% Reduce -2.8% 198,343 $50.2M
Mediolanum International Funds Ltd 0.79% — 193,284 $48.8M
First Manhattan Co. Llc. 0.16% Reduce -0.3% 192,577 $48.7M
Natixis Advisors, LLC 0.11% Add +13.4% 191,561 $48.4M
Premier Fund Managers Ltd 1.90% Reduce -24.0% 190,000 $48.0M
Wells Fargo & Company 0.01% Reduce -1.8% 189,698 $48.0M
Federated Hermes, Inc. 0.11% Add +10.6% 189,695 $48.0M
DekaBank Deutsche Girozentrale 0.09% Reduce -4.2% 190,719 $47.9M
Tybourne Capital Management (hk) Ltd. 8.18% Add +7.8% 189,090 $47.8M
Marathon Asset Management Ltd 1.23% Reduce -4.2% 182,799 $46.2M
New York State Teachers Retirement System 0.10% Reduce -4.3% 181,816 $46.0M
Country Trust Bank 1.19% Add +2.1% 181,297 $45.8M
Schwartz Investment Counsel Inc. 1.65% No change 178,690 $45.2M
Allspring Global Investments Holdings, LLC 0.07% Add +3.2% 170,451 $43.1M
Millennium Management 0.04% Add +426.9% 165,546 $41.9M
Van Lanschot Kempen Investment Management N.V. 0.52% Reduce -1.5% 165,191 $41.8M
BNP Paribas Financial Markets 0.05% Add +48.4% 164,147 $41.5M
Snyder Capital Management L P 0.88% Add +1.7% 162,240 $41.0M
State Board of Administration of Florida Retirement System 0.10% Add +8.2% 205,061 $40.8M
Janus Henderson Group PLC 0.02% Reduce -2.7% 160,689 $40.6M
CANADA LIFE ASSURANCE Co 0.08% Add +5.0% 157,380 $39.8M
Tran Capital Management, L.P. 4.42% Reduce -19.8% 157,146 $39.7M
Robeco Institutional Asset Management B.V. 0.09% Add +12.3% 156,684 $39.6M
Public Sector Pension Investment Board 0.28% Add +3599.7% 154,167 $39.0M
Skandinaviska Enskilda Banken AB (publ) 0.19% Reduce -0.5% 150,525 $38.1M
MML Investors Services, LLC 0.15% Add +2.0% 147,824 $37.4M
Glenmede Trust Co. NA 0.18% Add +25.2% 145,015 $36.7M
Cooper Investors PTY Ltd. 2.10% Reduce -26.3% 144,233 $36.5M
Washington Trust Advisors, Inc. 3.32% Reduce -2.1% 143,323 $36.2M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -38.5% 153,709 $36.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -93.1% 142,375 $36.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Reduce -29.5% 141,613 $35.8M
Jennison Associates LLC 0.02% Add +7.3% 140,914 $35.6M
Voya Investment Management LLC 0.04% Reduce -87.3% 138,201 $34.9M
Massachusetts Financial Services Co. 0.01% Add +20.1% 137,463 $34.8M
Boston Family Office LLC 2.49% Reduce -1.9% 137,093 $34.7M
Korea Investment CORP 0.08% Add +34.5% 132,290 $33.5M
HighTower Advisors, LLC 0.05% Add +2.0% 131,912 $33.4M
Los Angeles Capital Management LLC 0.11% Add +8.0% 128,089 $32.4M
New York State Common Retirement Fund 0.04% Reduce -10.2% 126,057 $31.9M
Prudential Financial Inc. 0.04% Reduce -3.3% 124,355 $31.4M
Allianz Asset Management GmbH 0.05% Add +3.0% 122,785 $31.1M
Eagle Health Investments LP 5.87% Reduce -29.8% 121,895 $30.8M
Kornitzer Capital Management Inc. 0.56% No change 119,262 $30.2M
Howard Capital Management Group, LLC 2.31% Add +0.6% 118,684 $30.0M
Degroof Petercam Asset Management 0.35% Reduce -2.2% 116,434 $29.4M
Credential Qtrade Securities Inc. 1.58% Add +76.4% 116,414 $29.4M
M&T Bank Corp 0.10% Reduce -4.4% 115,654 $29.2M
Associated Banc-Corp 0.92% Add +1.5% 115,215 $29.1M
Worldquant Millennium Advisors LLC 0.36% Add +351.6% 114,834 $29.0M
Whittier Trust Co. 0.42% Add +33.9% 113,437 $28.7M
TD Asset Management Inc 0.03% Add +15.2% 113,398 $28.7M
PFM Health Sciences, LP 1.44% No change 111,854 $28.3M
Handelsbanken Fonder AB 0.12% Add +3.7% 110,563 $28.0M
Tudor Investment Corporation 0.34% New 109,667 $27.7M
CI Investments Inc. 0.11% Add +41.0% 109,245 $27.6M
WASHINGTON TRUST Co 1.00% Add +0.1% 107,501 $27.2M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -1.6% 106,854 $27.0M
Danske Bank A/S 0.08% — 106,465 $26.9M
Calamos Advisors LLC 0.19% Add +21.7% 105,285 $26.6M
Aberdeen Group plc 0.05% Reduce -2.8% 105,146 $26.6M
Bayberry Capital Partners LP 7.21% Reduce -23.2% 105,000 $26.6M
Formuepleje A/S 1.49% Reduce -11.1% 104,530 $26.4M
Citigroup Inc. 0.03% Reduce -13.3% 103,945 $26.3M
APG Asset Management N.V. 0.05% Reduce -16.3% 111,895 $26.2M
State of New Jersey Common Pension Fund D 0.08% Reduce -1.5% 103,345 $26.1M
Victory Capital Management Inc. 0.03% Add +8.5% 102,711 $26.0M
Nichols & Pratt Advisers LLP 1.71% Add +6.0% 100,714 $25.4M
Van Eck Associates Corp. 0.04% Reduce -15.5% 99,179 $25.1M
Trillium Asset Management, LLC 0.63% Reduce -4.9% 97,324 $24.6M
APG Asset Management US Inc. 0.14% Add +45.7% 98,390 $24.5M
Arvest Trust Co. N A 1.37% Reduce -3.3% 95,500 $24.2M
Swedbank AB 0.03% Reduce -53.9% 95,481 $24.1M
Twinbeech Capital LP 0.50% Add +56.7% 94,942 $24.0M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -5.8% 94,821 $24.0M
State of Tennessee, Department of Treasury 0.09% Add +8.1% 93,996 $23.8M
Erste Asset Management GmbH 0.32% Reduce -0.5% 92,052 $23.3M
Stack Financial Management, Inc 2.11% Add +0.2% 90,907 $23.0M
Federation des caisses Desjardins du Quebec 0.16% Reduce -0.0% 94,936 $22.7M
Russell Investments Group, Ltd. 0.04% Add +1.8% 89,694 $22.7M
Philadelphia Trust Co. 1.80% Add +0.1% 88,634 $22.4M
Assenagon Asset Management S.A. 0.06% Add +26.3% 87,406 $22.1M
LPL Financial LLC 0.01% Add +1.6% 86,388 $21.8M
Nicholas Company, Inc. 0.36% No change 86,001 $21.7M
Treasurer of the State of North Carolina 0.09% Add +0.7% 83,932 $21.2M
Mackenzie Financial Corp. 0.03% Add +99.8% 83,370 $21.1M
Public Employees Retirement System of Ohio 0.08% Reduce -11.1% 83,007 $21.0M
Tower Bridge Advisors 2.14% Reduce -27.3% 81,876 $20.7M
Dana Investment Advisors, Inc. 0.68% Reduce -2.0% 81,126 $20.5M
1832 Asset Management L.P. 0.04% Reduce -46.8% 79,740 $20.2M
Pictet Asset Management Holding SA 0.02% Reduce -4.2% 78,562 $19.9M
Squarepoint Ops LLC 0.08% Add +1456.5% 77,232 $19.5M
Vontobel Holding Ltd. 0.16% Reduce -5.7% 77,090 $19.5M
Trajan Wealth LLC 1.28% — 74,753 $18.9M
Nissay Asset Management Corp. /Japan 0.13% Reduce -68.3% 73,999 $18.7M
Mn Services Vermogensbeheer B.V. 0.14% Reduce -14.8% 73,800 $18.7M
Community Trust & Investment Co. 1.31% Reduce -1.1% 73,590 $18.6M
Edmond DE Rothschild Holding S.A. 0.31% Reduce -5.7% 73,543 $18.6M
Nixon Peabody Trust Co. 1.71% Add +7.2% 73,509 $18.6M
Commerce Bank 0.12% Reduce -4.1% 72,347 $18.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -9.8% 71,810 $18.2M
Heritage Investors Management Corp. 0.63% Add +0.6% 70,848 $17.9M
First Trust Advisors LP 0.02% Reduce -69.6% 70,675 $17.9M
Asset Management One Co., Ltd. 0.07% Reduce -7.0% 69,778 $17.6M
D. E. Shaw & Co. 0.02% Add +3387.2% 69,744 $17.6M
Cetera Investment Advisers 0.04% Add +681.2% 69,330 $17.5M
Lombard Odier Asset Management (Switzerland) SA 1.23% Reduce -14.8% 69,053 $17.5M
AXA S.A. 0.05% Add +60.8% 68,843 $17.4M
Moran Wealth Management, LLC 0.56% Reduce -0.5% 68,330 $17.3M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Reduce -18.2% 67,141 $17.0M
Montag & Caldwell, LLC 2.92% Add +1.3% 66,909 $16.9M
Cresset Asset Management, LLC 0.08% Add +192.5% 62,698 $15.9M
Resona Asset Management Co.,Ltd. 0.09% — 62,130 $15.7M
Steward Partners Investment Advisory, LLC 0.17% Add +124.9% 61,956 $15.7M
McGuire Investment Group, LLC 2.28% Reduce -16.3% 61,751 $15.6M
Sheets Smith Wealth Management 1.72% Add +19.6% 60,880 $15.4M
Forsta Ap-Fonden 0.13% Add +7.8% 60,700 $15.4M
Duquesne Family Office 0.41% New 60,360 $15.3M
Eastern Bank 0.63% Reduce -22.4% 60,307 $15.3M
Baird Financial Group, Inc. 0.03% Reduce -9.6% 60,126 $15.2M
Braun Stacey Associates Inc. 0.59% New 59,141 $15.0M
Sei Investments Co. 0.02% Add +4.8% 57,887 $14.6M
GYL Financial Synergies, LLC 1.13% Reduce -0.9% 56,839 $14.4M
Kelly Lawrence W & Associates Inc. 3.29% Reduce -1.6% 56,264 $14.2M
Markel Group 0.14% Add +10.1% 55,726 $14.1M
Toronto Dominion Bank 0.02% Reduce -5.5% 55,659 $14.1M
Sequoia Financial Advisors, LLC 0.17% Reduce -6.8% 53,723 $13.6M
Arizona State Retirement System 0.09% Add +1.6% 52,372 $13.2M
Gratus Capital, LLC 0.60% Add +2.5% 51,630 $13.1M
Orion Porfolio Solutions, LLC 0.14% Add +3.1% 50,413 $12.7M
Orion Portfolio Solutions, LLC 0.14% Add +3.1% 50,413 $12.7M
Varma Mutual Pension Insurance Co 0.11% Add +149.8% 50,200 $12.7M
State of Michigan Retirement System 0.07% Reduce -0.2% 49,994 $12.6M
American International Group, Inc. 0.05% Reduce -1.0% 49,821 $12.6M
MetLife Investment Management, LLC 0.08% Reduce -3.3% 49,691 $12.6M
Middleton & Co. Inc. 1.43% Reduce -0.4% 49,027 $12.4M
Nomura Asset Management Co. Ltd. 0.04% Add +1.7% 48,876 $12.4M
Nippon Life Global Investors Americas, Inc. 0.57% Add +17.5% 48,630 $12.3M
Andra AP-fonden 0.21% Reduce -4.2% 47,900 $12.1M
Exencial Wealth Advisors, LLC 0.45% Add +0.1% 47,474 $12.0M
Whittier Trust Co. of Nevada Inc. 0.34% Add +38.2% 47,454 $12.0M
Curi Capital, LLC 0.28% New 47,351 $12.0M
Prudential PLC 0.10% Add +127.3% 46,803 $11.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Reduce -8.4% 46,524 $11.8M
GDS Wealth Management 1.36% Add +10.3% 45,869 $11.6M
SG Americas Securities, LLC 0.06% Add +80.1% 45,787 $11.6M
Susquehanna International Group, LLP 0.02% Reduce -17.1% 45,332 $11.5M
PNC Financial Services Group, Inc. 0.01% Add +4.0% 45,118 $11.4M
Storebrand Asset Management As 0.04% Reduce -4.8% 43,408 $11.0M
Running Oak Capital LLC 1.75% Add +11.9% 43,073 $10.9M
Natixis 0.06% Add +472.9% 42,438 $10.7M
Addenda Capital Inc. 0.41% Reduce -4.9% 42,187 $10.7M
Comerica Bank 0.05% Add +2.9% 41,440 $10.5M
Xponance LLC 0.11% Add +2.3% 40,969 $10.4M
Retirement Systems of Alabama 0.04% Reduce -0.2% 40,279 $10.2M
Bleakley Financial Group, LLC 0.29% Reduce -17.2% 40,211 $10.2M
Simplicity Wealth,LLC 0.24% New 40,193 $10.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -0.1% 40,064 $10.1M
National Bank of Canada 0.02% Add +69.0% 43,059 $10.1M
Amalgamated Bank 0.09% Reduce -13.8% 39,608 $10.0M
Forte Capital LLC 1.24% Add +5.0% 39,529 $10.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +3.4% 39,456 $10.0M
Gradient Investments LLC 0.23% Reduce -2.1% 39,267 $9.9M
Qube Research & Technologies Ltd 0.02% Add +312.0% 38,375 $9.7M
Telos Capital Management, Inc. 1.09% Add +3.1% 38,053 $9.6M
Texas Permanent School Fund Corp. 0.08% Reduce -0.2% 37,716 $9.5M
Motco 0.57% Add +3.7% 37,661 $9.5M
IFM Investors Pty Ltd 0.10% Reduce -1.8% 36,572 $9.2M
Thrivent Financial for Lutherans 0.02% Add +4.2% 36,478 $9.2M
Janney Montgomery Scott LLC 0.03% Add +3.3% 36,288 $9.2M
Logan Capital Management Inc. 0.39% Reduce -1.3% 36,090 $9.1M
First American Trust, FSB 0.95% Add +1.6% 35,766 $9.0M
Calamos Wealth Management LLC 0.52% Add +4.1% 35,576 $9.0M
Daiwa Securities Group Inc. 0.05% Add +1.4% 35,457 $9.0M
NFJ Investment Group, LLC 0.24% Reduce -13.3% 34,536 $8.7M
Elevatus Welath Management 3.37% New 33,750 $8.5M
Martingale Asset Management L P 0.17% Reduce -14.7% 33,672 $8.5M
Sendero Wealth Management, LLC 1.44% Add +0.7% 33,122 $8.4M
AQR Capital Management 0.01% Add +9.6% 33,121 $8.4M
Corsair Capital Management, L.P. 2.29% Reduce -5.0% 32,238 $8.2M
Czech National Bank 0.10% Add +0.1% 32,111 $8.1M
Callahan Advisors, LLC 0.84% Add +8.7% 31,732 $8.0M
Utah Retirement Systems 0.09% No change 31,559 $8.0M
Bank of Nova Scotia 0.02% Reduce -9.6% 31,218 $7.9M
Osaic Holdings, Inc. 0.02% Reduce -36.5% 31,191 $7.9M
Rhenman & Partners Asset Management AB 0.74% Reduce -31.1% 31,000 $7.8M
Marks Group Wealth Management, Inc 0.82% Add +0.3% 30,903 $7.8M
USS Investment Management Ltd 0.06% Reduce -3.2% 30,922 $7.8M
Vision Capital Management, Inc. 1.16% Reduce -0.7% 30,884 $7.8M
SVB Wealth LLC 0.17% Reduce -13.3% 30,713 $7.8M
Achmea Investment Management B.V. 0.15% No change 30,706 $7.8M
McKinley Capital Management LLC 0.92% No change 30,190 $7.6M
ProShare Advisors LLC 0.02% Reduce -2.0% 30,043 $7.6M
DNB Asset Management AS 0.04% Reduce -81.2% 29,795 $7.5M
Appleton Partners Inc. 0.58% Add +23.0% 29,749 $7.5M
State of Alaska, Department of Revenue 0.08% Add +0.1% 29,027 $7.3M
Montag A & Associates Inc. 0.34% Add +7.5% 26,857 $6.8M
Generate Investment Management Ltd 0.53% Reduce -34.4% 26,794 $6.8M
Yousif Capital Management, LLC 0.07% Reduce -2.5% 25,880 $6.5M
Cinctive Capital Management LP 0.33% Reduce -2.7% 25,556 $6.5M
Abn Amro Investment Solutions 0.11% Add +3.1% 25,414 $6.4M
ING Groep NV 0.04% Add +1258.5% 25,009 $6.3M
Nemes Rush Group LLC 0.90% Add +2.2% 24,941 $6.3M
New York Life Investment Management LLC 0.06% Reduce -4.0% 24,889 $6.3M
Caisse de depot et placement du Quebec 0.01% Add +1387.5% 24,500 $6.2M
OneDigital Investment Advisors LLC 0.10% Add +18.0% 24,497 $6.2M
Daiichi Life Insurance Co., Ltd. 0.14% Reduce -0.0% 24,151 $6.1M
Jackson Square Partners, LLC 0.25% Reduce -7.2% 24,107 $6.1M
Mutual of America Capital Management LLC 0.07% Reduce -2.4% 23,982 $6.1M
Commonwealth Equity Services, LLC 0.01% Add +6.9% 23,856 $6.0M
Principal Securities, Inc. 0.19% Add +9.7% 23,580 $6.0M
Ethic Inc. 0.15% Add +56.4% 23,559 $6.0M
Globeflex Capital L P 0.57% Reduce -6.7% 22,952 $5.8M
Inspire Investing, LLC 0.57% Add +13.8% 22,114 $5.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +3.3% 21,789 $5.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +2.9% 21,641 $5.5M
Tocqueville Asset Management L.P. 0.09% No change 21,211 $5.4M
Financial Sense Advisors, Inc. 1.90% New 21,158 $5.4M
DAVENPORT & Co LLC 0.03% Reduce -8.5% 20,705 $5.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Reduce -16.4% 20,665 $5.2M
Goelzer Investment Management, Inc. 0.29% Reduce -3.4% 20,549 $5.2M
EFG Asset Management (North America) Corp. 0.90% Add +4.7% 20,565 $5.2M
Rafferty Asset Management, LLC 0.02% Add +9.9% 20,479 $5.2M
iA Global Asset Management Inc. 0.11% Reduce -8.8% 20,316 $5.1M
Gulf International Bank (UK) Ltd 0.13% Add +0.4% 20,027 $5.1M
Pinebridge Investments, L.P. 0.04% Add +29.7% 19,926 $5.0M
Deltec Asset Management LLC 0.98% Reduce -10.3% 19,725 $5.0M
Cannell & Spears LLC 0.10% Add +0.9% 19,595 $5.0M
Titan Global Capital Management USA LLC 0.78% Reduce -4.3% 19,437 $4.9M
NewEdge Advisors, LLC 0.04% Reduce -0.7% 19,201 $4.9M
Ieq Capital, LLC 0.07% Add +4.0% 19,166 $4.8M
Reliant Investment Management, LLC 2.26% Add +0.3% 19,060 $4.8M
Cullen Investment Group, LTD. 0.75% Add +1.0% 19,392 $4.8M
Nisa Investment Advisors, LLC 0.03% Add +74.9% 18,730 $4.7M
Schroder Investment Management Group 0.01% Reduce -4.6% 18,525 $4.7M
Atria Investments, Inc 0.06% Add +4.5% 18,365 $4.6M
Pathstone Holdings, LLC 0.02% Add +20.5% 18,287 $4.6M
Cibc World Markets Corp. 0.03% Reduce -22.5% 18,278 $4.6M
Argent Trust Co 0.21% Add +2.6% 18,163 $4.6M
Creative Planning 0.01% Add +14.0% 18,157 $4.6M
Twin Tree Management, LP 0.10% New 18,115 $4.6M
Cibc World Market Inc. 0.01% Reduce -17.2% 18,018 $4.6M
Ratan Capital Management LP 2.43% Reduce -16.9% 17,742 $4.5M
Otter Creek Advisors, LLC 3.14% Add +35.2% 17,685 $4.5M
Rosenblum Silverman Sutton S F Inc. 1.26% No change 17,578 $4.4M
Guggenheim Capital LLC 0.03% Add +26.5% 17,519 $4.4M
Two Sigma Investments, LP 0.01% New 17,505 $4.4M
Investment Research & Advisory Group, Inc. 2.03% Add +0.2% 17,445 $4.4M
WCG Wealth Advisors LLC 0.37% Reduce -25.5% 17,273 $4.4M
Gotham Asset Management 0.07% Add +191.8% 17,040 $4.3M
Tranquility Partners, LLC 1.63% Add +0.3% 16,685 $4.2M
Engineers Gate Manager LP 0.11% Add +54.0% 16,660 $4.2M
Elo Mutual Pension Insurance Co 0.10% Add +4.2% 16,660 $4.2M
US Bancorp \de 0.01% Reduce -11.0% 16,497 $4.2M
Jefferies Financial Group Inc. 0.09% New 16,428 $4.2M
Corient Private Wealth LP 0.01% Reduce -6.8% 16,048 $4.1M
Bokf, NA 0.07% Reduce -4.0% 16,006 $4.0M
Meridian Wealth Advisors, LLC 0.75% Add +5.9% 15,726 $4.0M
Thompson Siegel & Walmsley LLC 0.06% No change 15,700 $4.0M
Oregon Public Employees Retirement Fund 0.08% Add +9.3% 15,620 $4.0M
Mariner, LLC 0.01% Add +7.0% 15,463 $3.9M
Macquarie Group Ltd. 0.00% Reduce -2.2% 15,451 $3.9M
Teacher Retirement System of Texas 0.02% Add +83.5% 15,448 $3.9M
Sandler Capital Management 0.46% New 15,078 $3.8M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -5.3% 15,031 $3.8M
Taikang Asset Management (Hong Kong) Co Ltd 0.79% Add +11.2% 14,893 $3.8M
Pacer Advisors, Inc. 0.01% Add +3.3% 14,889 $3.8M
Paradiem, LLC 0.93% Add +29.6% 14,888 $3.8M
Wesbanco Bank Inc. 0.14% New 14,674 $3.7M
Vanguard Personalized Indexing Management, LLC 0.08% Add +19.0% 14,295 $3.6M
Fairhaven Wealth Management, LLC 1.23% Reduce -2.6% 14,191 $3.6M
Sectoral Asset Management Inc. 1.40% Reduce -15.1% 14,100 $3.6M
Clarkston Capital Partners, LLC 0.06% Add +100.0% 14,000 $3.5M
AE Wealth Management LLC 0.04% Reduce -52.4% 13,931 $3.5M
Kentucky Retirement Systems 0.10% Reduce -5.4% 13,860 $3.5M
Banque Cantonale Vaudoise 0.14% Add +9.0% 13,814 $3.5M
Graphene Investments SAS 2.07% No change 13,600 $3.4M
Providence Capital Advisors, LLC 0.75% Add +1.8% 13,551 $3.4M
Oppenheimer Asset Management Inc. 0.05% Reduce -0.9% 13,467 $3.4M
Jane Street Group, LLC 0.00% Reduce -37.5% 13,314 $3.4M
Quadrature Capital Ltd 0.06% New 13,309 $3.4M
Semmax Financial Advisors Inc. 1.10% Add +14.8% 14,631 $3.4M
Invera Wealth Advisors, LLC 2.79% Reduce -0.1% 14,460 $3.3M
Citadel Advisors 0.00% New 12,868 $3.3M
Maryland State Retirement & Pension System 0.06% No change 14,078 $3.2M
Richard Bernstein Advisors LLC 0.07% No change 12,609 $3.2M
Raymond James Trust N.A. 0.08% Add +2.7% 12,473 $3.2M
Chartwell Investment Partners, LLC 0.11% New 12,451 $3.1M
Jag Capital Management, LLC 0.44% Add +7.0% 12,201 $3.1M
Eversept Partners, LP 0.23% Reduce -0.7% 12,178 $3.1M
Geneos Wealth Management Inc. 0.14% Add +5.7% 12,138 $3.1M
Tredje AP-fonden 0.03% Reduce -43.9% 12,121 $3.1M
Crossmark Global Holdings, Inc. 0.06% Reduce -8.6% 12,123 $3.1M
Integrated Advisors Network LLC 0.15% Reduce -0.4% 11,955 $3.0M
Harrell Investment Partners, LLC 0.89% Reduce -10.4% 11,933 $3.0M
Steinberg Asset Management LLC 2.55% No change 11,908 $3.0M
Swiss Life Asset Management Ltd 0.04% Reduce -57.1% 11,842 $3.0M
Hartford Investment Management Co. 0.11% Reduce -4.4% 11,803 $3.0M
Bridgeway Capital Management, LLC 0.06% New 11,800 $3.0M
Marshall Wace, LLP 0.00% New 11,636 $2.9M
Citizens Business Bank 0.60% Reduce -3.2% 11,434 $2.9M
Parsons Capital Management Inc. 0.19% Reduce -3.5% 11,213 $2.8M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -9.4% 11,096 $2.8M
Pinkerton Wealth, LLC 0.45% Reduce -0.6% 11,073 $2.8M
Spirepoint Private Client, LLC 0.42% — 10,815 $2.7M
Mercer Global Advisors Inc. 0.01% Reduce -3.3% 10,766 $2.7M
Banque Pictet & Cie SA 0.03% No change 10,750 $2.7M
Securian Asset Management, Inc. 0.08% Reduce -7.4% 10,748 $2.7M
Archford Capital Strategies, LLC 0.46% Reduce -0.6% 10,725 $2.7M
Voya Financial Advisors, Inc. 0.31% Add +14.5% 10,734 $2.7M
Louisiana State Employees Retirement System 0.05% Reduce -4.5% 10,600 $2.7M
CPC Advisors, LLC 0.45% Add +28.6% 10,300 $2.6M
Credit Agricole S A 0.04% Add +116.4% 11,213 $2.5M
Atle Fund Management AB 1.55% Reduce -2.7% 10,058 $2.5M
Stonebridge Capital Advisors LLC 0.23% Add +5.5% 10,056 $2.5M
Arvest Investments, Inc. 0.40% Reduce -1.2% 10,001 $2.5M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 10,000 $2.5M
Global Retirement Partners, LLC 0.09% Add +3.9% 9,986 $2.5M
Illinois Municipal Retirement Fund 0.04% No change 9,882 $2.5M
Ossiam 0.04% Reduce -2.8% 9,834 $2.5M
Cornerstone Advisors, LLC 0.10% No change 9,800 $2.5M
Sumitomo Life Insurance Co. 0.06% Reduce -9.6% 9,639 $2.4M
D.A. Davidson & Co. 0.02% Add +4.4% 9,570 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -24.5% 9,457 $2.4M
Keybank National Association 0.01% Reduce -3.0% 9,407 $2.4M
First Trust Direct Indexing L.P. 0.17% Add +2.7% 9,299 $2.4M
New Mexico Educational Retirement Board 0.08% Reduce -5.2% 9,200 $2.3M
Moneco Advisors, LLC 0.37% New 9,136 $2.3M
Duality Advisers, LP 0.23% New 9,095 $2.3M
Icon Advisers Inc. 0.51% No change 9,238 $2.3M
Florida Trust Wealth Management Co 0.08% Reduce -1.7% 9,048 $2.3M
Wunderlich Capital Managemnt 1.03% Reduce -5.6% 8,999 $2.3M
Jump Financial, LLC 0.06% Add +76.0% 8,947 $2.3M
Smith Salley Wealth Management 0.18% Add +31.0% 8,945 $2.3M
Meiji Yasuda Asset Management Co Ltd. 0.10% Add +236.7% 8,848 $2.2M
Dynamic Technology Lab Private Ltd 0.24% New 8,785 $2.2M
Parallel Advisors, LLC 0.06% Reduce -0.3% 8,563 $2.2M
First Business Financial Services, Inc. 0.23% Add +1.5% 8,521 $2.2M
Townsquare Capital LLC 0.03% Add +537.8% 8,406 $2.1M
Cape Investment Advisory, Inc. 0.99% Add +1.1% 8,364 $2.1M
Metis Global Partners, LLC 0.08% Add +1.3% 8,361 $2.1M
Bellevue Group AG 0.03% Add +0.9% 8,336 $2.1M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -47.5% 8,197 $2.1M
Unique Wealth Strategies, LLC 1.01% Add +2.9% 8,185 $2.1M
Copperleaf Capital, LLC 1.79% Add +1.7% 8,171 $2.1M
Magnetar Financial LLC 0.05% New 8,168 $2.1M
Pine Valley Investments Ltd Liability Co 0.16% Add +0.8% 8,159 $2.1M
XTX Topco Ltd 0.28% New 8,140 $2.1M
Aquila Investment Management LLC 1.73% Add +33.3% 8,000 $2.0M
Entropy Technologies, LP 0.21% Add +193.6% 7,899 $2.0M
PGGM Investments 0.03% Add +21.1% 7,747 $2.0M
E. Ohman J:or Asset Management AB 0.05% Add +14.9% 7,701 $1.9M
Tidal Investments LLC 0.03% Add +101.9% 7,637 $1.9M
Comprehensive Financial Consultants Institutional, Inc. 0.80% Add +6.1% 7,625 $1.9M
O'shaughnessy Asset Management, LLC 0.02% Add +25.3% 7,501 $1.9M
Quantinno Capital Management LP 0.04% Add +25.9% 7,411 $1.9M
Cunning Capital Partners, LP 1.04% No change 7,400 $1.9M
HF Advisory Group, LLC 1.04% Add +5.7% 7,373 $1.9M
Fiduciary Alliance LLC 0.33% New 7,488 $1.9M
Metropolitan Life Insurance Co 0.08% Reduce -1.3% 7,360 $1.9M
Maxwell Wealth Strategies Inc. 0.94% Add +431.6% 8,303 $1.8M
Silvercrest Asset Management Group LLC 0.01% Reduce -36.0% 7,216 $1.8M
Montanova Capital, LLC 0.08% No change 7,175 $1.8M
WealthShield Partners, LLC 0.29% Reduce -41.1% 7,100 $1.8M
NBT Bank, N.A. 0.13% Add +1.2% 6,996 $1.8M
Lecap Asset Management Ltd. 0.37% New 6,945 $1.8M
Carret Asset Management, LLC 0.21% No change 6,891 $1.7M
Vestcor Inc 0.06% Reduce -30.6% 6,867 $1.7M
L2 Asset Management, LLC 0.56% Add +3.5% 6,785 $1.7M
Advisory Services Network, LLC 0.04% Reduce -20.3% 6,777 $1.7M
Empirical Finance, LLC 0.10% Add +3.4% 6,660 $1.7M
Vinva Investment Management Ltd 0.09% New 6,610 $1.7M
Carmel Capital Partners, LLC 0.69% Reduce -0.3% 6,589 $1.7M
World Equity Group, Inc. 0.34% No change 6,569 $1.7M
BOK Financial Private Wealth, Inc. 0.12% Reduce -11.4% 6,527 $1.7M
Tower Research Capital LLC (TRC) 0.04% Reduce -75.9% 6,484 $1.6M
Groupama Asset Managment 0.03% Reduce -55.7% 3,223 $1.6M
Boston Financial Mangement LLC 0.05% No change 6,444 $1.6M
Twin City Private Wealth, LLC 1.60% — 6,430 $1.6M
GAM Holding AG 0.12% Add +0.5% 6,399 $1.6M
Norinchukin Bank, The 0.05% Reduce -1.5% 6,383 $1.6M
Byrne Asset Management LLC 1.31% Reduce -0.9% 6,370 $1.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -24.3% 6,950 $1.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.26% Add +2.2% 6,325 $1.6M
Kestra Advisory Services, LLC 0.01% Add +12.9% 6,206 $1.6M
North Star Asset Management Inc. 0.07% Reduce -1.1% 6,140 $1.6M
Fisher Asset Management 0.00% Add +17.0% 6,131 $1.6M
Capstone Investment Advisors, LLC 0.05% Add +382.7% 6,111 $1.5M
First Hawaiian Bank 0.05% Reduce -5.7% 6,088 $1.5M
Stratos Wealth Partners, LTD. 0.03% Reduce -9.7% 6,054 $1.5M
UniSuper Management Pty Ltd 0.01% Add +253.0% 6,029 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -7.7% 6,023 $1.5M
Foundations Investment Advisors, LLC 0.04% Reduce -10.9% 5,955 $1.5M
Natixis Investment Managers International 0.10% Add +2.9% 5,920 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.4% 5,898 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.1% 5,790 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.23% Add +0.4% 5,777 $1.5M
Fifth Third Bancorp 0.01% Reduce -8.3% 5,742 $1.5M
Praxis Investment Management Inc. 0.10% No change 5,698 $1.4M
Central Valley Advisors, LLC 0.73% Add +9.5% 5,612 $1.4M
Cwm, LLC 0.01% Add +37.6% 5,477 $1.4M
Nan Shan Life Insurance Co., Ltd. 0.03% No change 5,430 $1.4M
Foresight Global Investors, Inc. 0.67% No change 5,413 $1.4M
PFG Advisors 0.10% Reduce -4.7% 5,411 $1.4M
Atria Wealth Solutions, Inc. 0.02% Add +3.4% 5,405 $1.4M
Herold Advisors, Inc. 0.33% No change 5,400 $1.4M
QRG Capital Management, Inc. 0.02% Add +9.3% 5,331 $1.3M
Fiduciary Trust Co 0.02% Add +41.4% 5,326 $1.3M
Fairbanks Capital Management, Inc. 0.93% Reduce -0.9% 5,319 $1.3M
Wolverine Trading, LLC 0.01% Reduce -15.2% 5,237 $1.3M
Todd Asset Management LLC 0.03% No change 5,208 $1.3M
Captrust Financial Advisors 0.00% Reduce -39.2% 5,201 $1.3M
Knights of Columbus Asset Advisors LLC 0.09% Add +44.8% 5,182 $1.3M
Bridgewater Associates 0.01% Add +23.2% 5,105 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +10.2% 5,078 $1.3M
L. Roy Papp & Associates, LLP 0.15% No change 4,919 $1.2M
Rakuten Investment Management, Inc. 0.01% Add +985.6% 4,907 $1.2M
Stablepoint Partners, LLC 0.25% Add +31.8% 4,871 $1.2M
Concurrent Investment Advisors, LLC 0.05% Reduce -25.8% 4,867 $1.2M
Shell Asset Management Co. 0.06% Add +18.5% 5,812 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.14% No change 4,814 $1.2M
Two Sigma Advisers, LP 0.00% Reduce -87.6% 4,800 $1.2M
First Horizon Advisors, Inc. 0.04% Reduce -5.9% 4,765 $1.2M
Verition Fund Management LLC 0.01% Add +374.1% 4,727 $1.2M
Financial Insights, Inc. 0.34% Reduce -7.3% 4,719 $1.2M
Private Advisor Group, LLC 0.01% Reduce -9.9% 4,699 $1.2M
Laurel Wealth Advisors LLC 0.20% Reduce -0.1% 4,557 $1.2M
Kintegral Advisory, LLC 0.12% Reduce -0.3% 4,553 $1.2M
Gilliland Jeter Wealth Management LLC 0.40% Add +5.6% 4,501 $1.1M
Bowman & Co S.C. 0.68% Reduce -0.3% 4,445 $1.1M
NEOS Investment Management LLC 0.07% Add +70.8% 4,424 $1.1M
Strategic Global Advisors, LLC 0.24% Reduce -3.1% 4,335 $1.1M
BNP Paribas 0.05% — 4,328 $1.1M
MIdWestOne Financial Group, Inc. 0.19% Add +37.3% 4,247 $1.1M
Burns Matteson Capital Management, LLC 0.69% Reduce -0.6% 4,227 $1.1M
One Wealth Map LLC 0.70% New 4,603 $1.1M
Apollon Wealth Management, LLC 0.03% Add +48.9% 4,154 $1.1M
Central Pacific Bank - Trust Division 0.14% — 4,199 $1.0M
Exchange Traded Concepts, LLC 0.03% Reduce -38.6% 4,132 $1.0M
Lincoln National Corp. 0.02% Reduce -2.8% 4,124 $1.0M
E Fund Management Co., Ltd. 0.06% Add +345.1% 4,122 $1.0M
Hutchens & Kramer Investment Management Group, LLC 0.62% Reduce -5.8% 4,182 $1.0M
Plato Investment Management Ltd 0.11% Add +12737.5% 4,108 $1.0M
Lido Advisors, LLC 0.01% Add +16.6% 4,080 $1.0M
BBR Partners, LLC 0.08% New 4,079 $1.0M
Harbert Fund Advisors, LLC 0.70% Reduce -28.0% 4,050 $1.0M
Handelsinvest Investeringsforvaltning 0.48% Reduce -16.0% 3,975 $1.0M
United Community Bank 0.39% Reduce -0.8% 3,967 $1.0M
Panagora Asset Management Inc. 0.01% Reduce -42.7% 3,941 $997K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +213.8% 3,929 $994K
Beacon Financial Group 0.11% Reduce -4.0% 3,925 $993K
Man Group plc 0.00% Add +156.9% 3,894 $985K
Virtu Financial LLC 0.07% New 3,873 $979K
Flputnam Investment Management Co. 0.02% Reduce -29.0% 3,864 $977K
Coldstream Capital Management Inc. 0.02% Reduce -1.3% 3,765 $952K
Blair William & Co. 0.00% Reduce -45.0% 3,744 $947K
Dimension Capital Management LLC 0.19% No change 3,685 $932K
Kelleher Financial Advisors 0.38% No change 3,622 $916K
Alberta Investment Management Corp 0.01% No change 3,600 $910K
Mgo One Seven LLC 0.05% Add +5.8% 3,545 $896K
Fulton Bank, N.A. 0.04% Add +2.5% 3,505 $886K
Power Wealth Management LLC 0.56% Add +40.2% 3,500 $885K
United Capital Financial Advisors, LLC 0.01% Reduce -5.0% 3,464 $876K
Alps Advisors Inc. 0.01% Add +50.0% 3,418 $864K
Great Valley Advisor Group, Inc. 0.03% Add +5.5% 3,399 $859K
IVC Wealth Advisors LLC 0.49% Reduce -2.9% 3,375 $854K
First Citizens Bank & Trust Co. 0.02% New 3,369 $852K
Strategic Blueprint, LLC 0.06% Add +12.0% 3,362 $850K
Acadian Asset Management LLC 0.00% Reduce -11.5% 3,360 $849K
Birchbrook, Inc. 0.50% Reduce -7.4% 3,344 $846K
Stonebrook Private Inc. 0.25% Add +9.4% 3,339 $844K
Caxton Associates LP 0.06% New 3,329 $842K
Clear Harbor Asset Management, LLC 0.07% Add +0.0% 3,323 $840K
Client 1ST Advisory Group, LLC 0.38% Add +13.6% 3,310 $837K
Liberty One Investment Management, LLC 0.09% Reduce -2.2% 3,306 $836K
Aspire Private Capital, LLC 0.22% Add +10.9% 3,280 $829K
Baldwin Investment Management, LLC 0.11% Add +6.5% 3,268 $826K
Great Lakes Advisors, LLC 0.01% Add +21.6% 3,261 $825K
Global Trust Asset Management, LLC 0.34% Reduce -0.5% 3,228 $816K
Greenleaf Trust 0.01% Add +1.8% 3,212 $812K
LVM Capital Management Ltd. 0.10% New 3,210 $812K
SFE Investment Counsel 0.18% New 3,190 $807K
Meeder Advisory Services, Inc. 0.08% Add +5.7% 3,148 $796K
Merit Financial Group, LLC 0.02% New 3,540 $791K
Formula Growth Ltd. 0.25% New 3,100 $784K
Boston Partners 0.00% Reduce -8.0% 3,081 $779K
Strategic Investment Advisors / MI 0.10% Add +6.8% 3,055 $773K
LGT Fund Management Co Ltd. 0.32% Reduce -69.6% 3,040 $769K
Cordgrass Capital Advisors, LLC 0.24% Add +1.2% 3,015 $762K
Wealthfront Advisers LLC 0.00% Reduce -0.5% 3,014 $762K
Allred Capital Management, LLC 0.30% Add +61.2% 3,000 $759K
S&co Inc. 0.05% No change 3,000 $758K
Calydon Capital 0.14% Add +147.9% 2,972 $748K
Atlas Private Wealth Management, LLC 0.31% Add +0.1% 2,952 $747K
Investment Management Corp of Ontario 0.02% Reduce -30.6% 2,949 $746K
Perigon Wealth Management, LLC 0.02% Reduce -3.4% 2,942 $744K
Lanark Financial, Inc. 0.07% Add +4.6% 2,919 $738K
Profund Advisors LLC 0.03% Reduce -4.7% 2,859 $723K
Brookstone Capital Management 0.01% Add +1.5% 2,835 $717K
Snowden Capital Advisors LLC 0.02% Add +18.0% 2,822 $714K
CreativeOne Wealth, LLC 0.03% Reduce -13.2% 2,800 $708K
9258 Wealth Management, LLC 0.11% Reduce -4.5% 2,784 $704K
B. Riley Wealth Advisors, Inc. 0.02% Add +13.9% 3,568 $702K
Gsa Capital Partners LLP 0.06% New 2,769 $700K
Teza Capital Management LLC 0.09% New 2,756 $697K
Avantax Advisory Services, Inc. 0.01% Add +1.3% 2,738 $692K
Signaturefd, LLC 0.01% Add +6.2% 2,647 $669K
Outlook Wealth Advisors, LLC 0.21% Reduce -6.2% 2,634 $666K
Armstrong, Fleming & Moore, Inc 0.45% No change 2,595 $656K
Pitcairn Co. 0.04% Add +6.0% 2,594 $656K
Allianz SE 0.02% — 2,547 $644K
Magnolia Capital Advisors LLC 0.54% Add +7.6% 2,818 $643K
Northeast Financial Consultants Inc 0.03% Reduce -29.1% 2,540 $642K
Empowered Funds, LLC 0.01% Add +35.5% 2,512 $635K
ProVise Management Group, LLC 0.05% Add +8.0% 2,504 $633K
Horizon Investments, LLC 0.02% Reduce -0.2% 2,490 $630K
Qtron Investments LLC 0.09% No change 2,476 $626K
Jasper Ridge Partners, L.P. 0.02% No change 2,459 $622K
Symmetry Partners, LLC 0.05% Add +9.0% 2,445 $618K
Great Lakes Retirement, Inc. 0.09% Add +3.6% 2,393 $605K
HB Wealth Management, LLC 0.01% Add +8.5% 2,389 $604K
Partners Capital Investment Group, LLP 0.02% Reduce -55.1% 2,374 $600K
Waldron Private Wealth LLC 0.03% Add +0.4% 2,345 $593K
Vestmark Advisory Solutions, Inc. 0.03% Reduce -0.2% 2,336 $591K
Benjamin F. Edwards & Company, Inc. 0.01% Add +5.6% 2,335 $590K
ZWJ Investment Counsel Inc. 0.03% New 2,254 $570K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -0.1% 2,208 $558K
Inspire Advisors, LLC 0.08% Add +11.8% 2,200 $556K
Schonfeld Strategic Advisors LLC 0.00% New 2,198 $556K
Fiduciary Family Office, LLC 0.22% Add +81.3% 2,194 $555K
Trust Asset Management LLC 0.05% No change 2,194 $555K
Integrated Wealth Concepts LLC 0.01% Add +0.7% 2,180 $551K
Kuhn & Co Investment Counsel 0.52% No change 2,175 $550K
Rathbones Group PLC 0.00% No change 2,160 $546K
Campbell & CO Investment Adviser LLC 0.05% Add +66.6% 2,158 $546K
Caprock Group, LLC 0.03% Add +75.9% 2,158 $546K
NewEdge Wealth, LLC 0.01% Add +4.5% 2,452 $545K
SpiderRock Advisors, LLC 0.02% — 2,140 $543K
Annis Gardner Whiting Capital Advisors, LLC 0.19% Add +12.3% 2,143 $542K
Regatta Capital Group, LLC 0.12% Add +3.0% 2,127 $538K
John G Ullman & Associates Inc. 0.08% No change 2,100 $531K
Busey Bank 0.02% Add +0.7% 2,095 $530K
Bank of Marin 0.46% Reduce -27.9% 2,072 $524K
MSH Capital Advisors LLC 0.18% Add +0.2% 2,065 $522K
Welch & Forbes LLC 0.01% Reduce -22.7% 2,020 $511K
Vident Advisory, LLC 0.01% Add +22.0% 2,010 $508K
Regions Financial Corp. 0.00% Add +5.2% 2,009 $508K
Ironsides Asset Advisors, LLC 0.17% Add +10.5% 2,000 $506K
Fosun International Ltd 0.16% No change 2,000 $506K
Polymer Capital Management (HK) LTD 0.13% Reduce -13.0% 2,000 $506K
Valeo Financial Advisors, LLC 0.02% Reduce -25.9% 2,090 $503K
Kirtland Hills Capital Management, LLC 0.43% — 2,206 $502K
Zacks Investment Management 0.01% Reduce -1.1% 1,978 $500K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.0% 1,974 $499K
Wintrust Investments LLC 0.04% Add +5.3% 1,974 $499K
PEAK6 Investments LLC 0.02% Reduce -82.3% 1,969 $498K
Park Avenue Securities LLC 0.01% Add +2.0% 1,961 $496K
Siemens Fonds Invest GmbH 0.04% Reduce -5.1% 1,941 $491K
Principle Wealth Partners LLC 0.04% No change 1,920 $486K
Cigna Investments Inc. 0.09% Reduce -2.3% 1,917 $485K
Beacon Pointe Advisors, LLC 0.01% Add +111.7% 1,882 $476K
Moody Aldrich Partners LLC 0.08% Add +12.1% 1,878 $475K
Roberts Capital Advisors, LLC 0.45% — 1,864 $471K
Dynamic Advisor Solutions LLC 0.02% Add +1.9% 1,859 $470K
Fortitude Family Office, LLC 0.32% No change 1,853 $469K
Balentine LLC 0.01% Add +33.0% 1,852 $468K
Wilkins Investment Counsel Inc. 0.07% No change 1,850 $468K
NorthRock Partners, LLC 0.02% Add +1.9% 1,817 $460K
Edge Capital Group, LLC 0.02% Reduce -0.3% 1,812 $458K
Meiji Yasuda Life Insurance Co 0.01% Add +24.0% 1,810 $458K
Tranquilli Financial Advisor LLC 0.30% Reduce -8.0% 1,791 $453K
Cumberland Partners Ltd 0.03% No change 1,790 $453K
Level Four Advisory Services, LLC 0.02% No change 1,933 $447K
Alliance Wealth Advisors, LLC 0.28% Reduce -5.3% 1,768 $447K
KRS Capital Management, LLC 0.36% Reduce -9.9% 1,765 $446K
GeoWealth Management, LLC 0.02% Add +122.4% 1,726 $436K
Veracity Capital LLC 0.17% Reduce -22.0% 1,712 $433K
Scientech Research LLC 0.23% New 1,709 $432K
Confluence Wealth Services, Inc. 0.04% Add +33.8% 1,700 $430K
Berry Wealth Group, LP 0.35% Reduce -27.1% 1,675 $424K
Centaurus Financial, Inc. 0.03% Add +129.0% 1,674 $423K
Marex Group Ltd 0.01% No change 1,668 $422K
Dohj, LLC 0.11% Reduce -59.1% 1,667 $422K
V-Square Quantitative Management LLC 0.06% Add +80.2% 1,658 $419K
Banco Santander, S.A. 0.01% New 1,657 $419K
Ellevest, Inc. 0.03% New 1,652 $418K
Wedmont Private Capital 0.03% Add +12.5% 1,695 $416K
Cutter & CO Brokerage, Inc. 0.10% Reduce -6.6% 1,638 $414K
Lyell Wealth Management, LP 0.04% No change 1,631 $412K
Driehaus Capital Management LLC 0.00% New 1,612 $408K
Center for Financial Planning, Inc. 0.06% Add +2.2% 1,604 $406K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,574 $398K
Mission Wealth Management, LP 0.01% Add +0.8% 1,569 $397K
Checchi Capital Advisers, LLC 0.03% Add +9.9% 1,568 $397K
Qsemble Capital Management, LP 0.09% Reduce -44.4% 1,562 $395K
Gladstone Institutional Advisory LLC 0.02% Reduce -6.4% 1,560 $395K
Resurgent Financial Advisors LLC 0.21% Add +499.6% 1,559 $394K
HighPoint Advisor Group LLC 0.03% Add +5.2% 1,706 $391K
MTM Investment Management, LLC 0.16% No change 1,545 $391K
Gratus Wealth Advisors, LLC 0.07% No change 1,713 $389K
Summit Trail Advisors, LLC 0.01% Add +43.9% 1,538 $389K
Angeles Wealth Management, LLC 0.04% Add +5.4% 1,527 $386K
Kestra Private Wealth Services, LLC 0.01% Add +3.5% 1,527 $386K
Fullerton Fund Management Co Ltd. 0.02% New 1,498 $379K
Milestone Asset Management, LLC 0.11% New 1,492 $377K
Maven Securities LTD 0.02% New 1,492 $377K
Advisory Alpha, LLC 0.02% New 1,481 $375K
Brown Advisory Inc. 0.00% Reduce -8.6% 1,475 $373K
Geller Advisors LLC 0.03% Reduce -1.0% 1,471 $372K
AlphaQ Advisors LLC 0.22% Reduce -8.5% 1,465 $370K
CX Institutional 0.02% Add +0.1% 1,458 $369K
Numerai GP LLC 0.16% New 1,457 $368K
Nomura Holdings Inc. 0.00% Reduce -60.7% 1,457 $368K
GTS Securities LLC 0.01% Reduce -40.7% 1,450 $367K
Peapack Gladstone Financial Corp. 0.01% Add +0.6% 1,441 $364K
Nova R Wealth, Inc. 0.19% New 1,439 $364K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -10.4% 1,431 $362K
Ballentine Partners, LLC 0.01% Add +11.8% 1,424 $360K
Independent Advisor Alliance 0.01% Reduce -0.6% 1,415 $358K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +1.5% 1,415 $358K
Mirabella Financial Services LLP 0.03% New 1,402 $355K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -97.6% 1,400 $354K
Modern Wealth Management, LLC 0.03% New 1,391 $352K
Elevation Point Wealth Partners, LLC 0.03% Reduce -3.9% 1,379 $349K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -15.8% 1,364 $345K
Richard W. Paul & Associates, LLC 0.14% Reduce -3.9% 1,352 $342K
Demars Financial Group, LLC 0.17% New 1,352 $342K
Continuum Advisory, LLC 0.05% Reduce -60.0% 1,489 $341K
Forum Financial Management, LP 0.01% No change 1,349 $341K
Sterling Investment Counsel, LLC 0.16% Add +18.8% 1,346 $340K
Lake Street Advisors Group, LLC 0.02% Reduce -4.2% 1,340 $339K
Virtue Capital Management, LLC 0.06% Reduce -0.9% 1,434 $337K
Klingenstein Fields & Co. LP 0.01% No change 1,321 $334K
Raleigh Capital Management Inc. 0.14% Add +12.4% 1,300 $329K
Chicago Capital, LLC 0.01% Reduce -60.0% 1,300 $329K
Advisors Asset Management, Inc. 0.01% Add +106.4% 1,298 $328K
Peterson Wealth Services 0.12% Add +3.0% 1,277 $323K
Aprio Wealth Management, LLC 0.06% Add +1.6% 1,269 $321K
Ostrum Asset Management 0.03% No change 1,258 $318K
Icon Wealth Advisors, LLC 0.03% Add +20.6% 1,257 $318K
Great Diamond Partners, LLC 0.07% Reduce -0.3% 1,251 $316K
Graham Capital Management, L.P. 0.02% New 1,243 $314K
Bridges Investment Management Inc. 0.01% Reduce -9.8% 1,239 $313K
Schechter Investment Advisors, LLC 0.02% Add +0.1% 1,224 $310K
Trust Point Inc. 0.02% No change 1,198 $303K
Trek Financial, LLC 0.02% Reduce -4.3% 1,195 $302K
Boston Mountain Money Management Inc. 0.21% — 1,191 $301K
Bridgefront Capital, LLC 0.23% Add +10.4% 1,185 $300K
Centiva Capital, LP 0.02% Reduce -29.9% 1,184 $299K
Mutual Advisors, LLC 0.01% Add +25.9% 1,181 $299K
Ancora Advisors LLC 0.01% Reduce -14.8% 1,181 $299K
EverSource Wealth Advisors, LLC 0.02% Add +8.3% 1,280 $297K
Westpac Banking Corp. 0.02% Reduce -1.6% 1,168 $295K
Gabelli Funds LLC 0.00% Reduce -39.4% 1,160 $293K
MAI Capital Management 0.00% Add +0.6% 1,158 $293K
Avantax Planning Partners, Inc. 0.01% New 1,158 $293K
Tiaa Trust, National Association 0.00% Reduce -0.4% 1,153 $292K
High Net Worth Advisory Group LLC 0.09% No change 1,150 $291K
Personal Cfo Solutions, LLC 0.04% Reduce -0.5% 1,137 $288K
Trueblood Wealth Management, LLC 0.16% No change 1,128 $285K
Bremer Bank National Association 0.05% Reduce -7.1% 1,127 $285K
FDx Advisors, Inc. 0.04% Reduce -55.3% 1,119 $283K
First Foundation Advisors 0.01% Reduce -2.4% 1,118 $283K
Spotlight Asset Group, Inc. 0.20% No change 1,115 $282K
Concourse Financial Group Securities, Inc. 0.02% Add +6.7% 1,113 $281K
Maverick Capital 0.01% Reduce -53.0% 1,112 $281K
Humankind Investments LLC 0.07% Reduce -7.5% 1,106 $280K
First Affirmative Financial Network 0.21% Reduce -4.3% 1,105 $279K
Williams Jones Wealth Management, LLC. 0.00% No change 1,104 $279K
Cypress Wealth Services, LLC 0.06% Add +5.3% 1,101 $278K
Harbor Investment Advisory, LLC 0.03% Add +1.3% 1,098 $278K
Phoenix Financial Ltd. 0.00% Reduce -22.2% 1,098 $277K
BSW Wealth Partners 0.05% New 1,094 $277K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -0.9% 1,094 $277K
Shelton Capital Management 0.01% No change 1,083 $274K
New Republic Capital, LLC 0.17% Reduce -28.7% 1,073 $271K
Keel Point, LLC 0.03% Add +6.0% 1,070 $271K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Add +1.7% 1,060 $268K
Barnes Pettey Financial Advisors, LLC 0.23% No change 1,048 $265K
First Long Island Investors, LLC 0.02% New 1,038 $263K
Meadow Creek Wealth Advisors LLC 0.18% Add +1.0% 1,037 $262K
MGB Wealth Management, LLC 0.11% No change 1,033 $261K
Cim Investment Management Inc. 0.08% No change 1,027 $260K
EFG Asset Management (Americas) Corp. 0.08% Reduce -32.6% 1,014 $256K
Rothschild Wealth LLC 0.09% — 1,011 $256K
Capital Planning LLC 0.08% New 1,000 $253K
HBK Sorce Advisory LLC 0.01% Add +10.9% 989 $250K
Hantz Financial Services, Inc. 0.00% Reduce -24.1% 990 $250K
Lebenthal Global Advisors, LLC 0.06% Add +8.8% 986 $249K
Prelude Capital Management, LLC 0.02% New 986 $249K
Acorn Financial Advisory Services Inc. 0.05% Reduce -1.4% 971 $246K
Raffa Wealth Management, LLC 0.07% Add +5570.6% 964 $244K
Clarius Group, LLC 0.02% Reduce -17.5% 963 $244K
Sentry Investment Management LLC 0.09% No change 960 $243K
Brighton Jones LLC 0.01% Add +9.2% 949 $240K
TD Private Client Wealth LLC 0.01% Add +13.3% 947 $239K
Arkadios Wealth Advisors 0.02% Reduce -7.1% 946 $239K
Congress Asset Management Co. 0.00% Reduce -26.2% 945 $239K
Pinnacle Associates Ltd. 0.00% Add +2.3% 942 $238K
Premier Path Wealth Partners, LLC 0.04% Add +0.9% 936 $238K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.10% No change 940 $238K
T. Rowe Price Investment Management, Inc. 0.00% Add +39.6% 934 $237K
Good Life Advisors, LLC 0.02% Add +3.1% 934 $236K
Alerus Financial NA 0.02% Reduce -24.4% 931 $235K
FSB Premier Wealth Management, Inc. 0.11% New 914 $231K
Marshall Financial Group Inc. 0.08% New 914 $231K
Phillips Wealth Planners LLC 0.27% New 1,008 $231K
Fidelis Capital Partners, LLC 0.04% New 913 $231K
Cahaba Wealth Management, Inc. 0.02% Reduce -12.1% 906 $229K
Anchor Investment Management, LLC 0.02% No change 900 $228K
Olympiad Research LP 0.15% New 898 $227K
Enterprise Financial Services Corp 0.13% Reduce -46.4% 882 $223K
Dark Forest Capital Management LP 0.04% New 878 $222K
Syon Capital LLC 0.02% New 870 $220K
Everpar Advisors LLC 0.13% Reduce -13.1% 869 $220K
Keyes, Stange & Wooten Wealth Management, LLC 0.19% New 860 $217K
Adell Harriman & Carpenter Inc. 0.02% Reduce -46.9% 858 $217K
Intech Investment Management LLC 0.00% Reduce -53.0% 857 $217K
Accretive Wealth Partners, LLC 0.10% Reduce -12.6% 970 $217K
Brooklyn Investment Group 0.09% New 870 $217K
McDaniel Terry & Co. 0.02% New 852 $215K
Wexford Capital LP 0.04% New 846 $214K
Cook Wealth, LLC 0.13% No change 961 $213K
Lindbrook Capital, LLC 0.02% Add +1.4% 843 $213K
Conning Inc. 0.01% New 843 $213K
Muirfield Wealth Advisors LLC 0.20% New 836 $211K
Penserra Capital Management LLC 0.00% Reduce -48.9% 838 $211K
Proficio Capital Partners LLC 0.02% New 833 $211K
Optas, LLC 0.06% New 828 $209K
American National Bank & Trust Co. 0.05% — 817 $207K
Graypoint LLC 0.01% New 806 $204K
Quadrant Capital Group LLC 0.02% Add +0.3% 805 $204K
Supplemental Annuity Collective Trust of NJ 0.06% New 800 $202K
Chilton Investment Co. Inc. 0.01% New 791 $200K
Allworth Financial LP 0.00% Add +27.6% 764 $193K
Wetzel Investment Advisors, Inc. 0.11% Add +4.2% 835 $190K
Fernwood Investment Management, LLC 0.06% New 750 $190K
Spire Wealth Management 0.00% Reduce -26.3% 749 $189K
TD Waterhouse Canada Inc. 0.00% Reduce -31.2% 743 $185K
MassMutual Private Wealth & Trust, FSB 0.01% Add +3.8% 714 $181K
Huntington National Bank 0.00% Add +7.1% 698 $177K
Atlas Capital Advisors Inc. 0.03% Reduce -22.5% 690 $174K
Accordant Advisory Group Inc 0.13% — 687 $174K
Chilton Capital Management LLC 0.01% Reduce -98.7% 674 $170K
J.Safra Asset Management Corp 0.02% Reduce -3.4% 651 $165K
Hilltop National Bank 0.05% — 619 $157K
Salem Investment Counselors Inc. 0.01% Reduce -52.5% 612 $155K
Smithfield Trust Co 0.01% No change 605 $153K
Alta Advisers Ltd 0.08% No change 600 $152K
Western Pacific Wealth Management, LP 0.11% Add +2.6% 585 $148K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.2% 570 $144K
Harvest Fund Management Co., Ltd 0.01% Add +99.7% 569 $144K
Homestead Advisers Corp 0.00% No change 564 $143K
Caitlin John, LLC 0.10% No change 547 $138K
Hall Laurie J Trustee 0.05% No change 540 $137K
CENTRAL TRUST Co 0.00% Add +29.4% 511 $129K
Colonial Trust Advisors 0.01% Add +8.2% 501 $127K
Mather Group, Llc. 0.00% New 534 $124K
Johnson Financial Group, Inc. 0.01% Reduce -62.3% 465 $118K
Ofi Invest Asset Management 0.00% Reduce -99.7% 501 $117K
Private Trust Co. NA 0.01% Reduce -1.3% 452 $114K
IFP Advisors, Inc 0.01% Add +107.4% 450 $114K
HM Payson & Co. 0.00% No change 400 $101K
Smartleaf Asset Management LLC 0.02% Add +83.9% 399 $101K
Paradigm Asset Management Co. LLC 0.03% No change 398 $101K
Walleye Trading LLC 0.00% Reduce -96.8% 397 $100K
Parkside Financial Bank & Trust 0.02% Add +1.8% 395 $100K
E Fund Management (Hong Kong) Co., Ltd. 0.06% New 382 $97K
Oakworth Capital, Inc. 0.01% No change 365 $92K
Janiczek Wealth Management, LLC 0.02% No change 362 $92K
Peoples Bank 0.07% Reduce -16.2% 337 $85K
Bay Harbor Wealth Management, LLC 0.03% No change 334 $84K
ICA Group Wealth Management, LLC 0.02% No change 331 $84K
GPS Wealth Strategies Group, LLC 0.01% Reduce -7.1% 313 $79K
LRI Investments, LLC 0.02% — 296 $75K
GAMMA Investing LLC 0.02% Add +12.6% 294 $74K
Clearstead Trust, LLC 0.02% Add +323.5% 288 $73K
MV Capital Management, Inc. 0.01% Reduce -4.3% 287 $73K
Clearstead Advisors, LLC 0.00% Reduce -3.9% 300 $69K
Farther Finance Advisors, LLC 0.00% Add +16.2% 273 $68K
Avior Wealth Management, LLC 0.00% Add +582.0% 266 $67K
Zions Bancorporation, N.A. 0.00% Add +75.5% 265 $67K
AlphaQuest LLC 0.01% Reduce -66.5% 263 $67K
State of Wyoming 0.01% Add +12.2% 258 $65K
University of Texas/Texas Am Investment Management Co. 0.02% No change 281 $65K
Crewe Advisors LLC 0.01% New 254 $64K
Concord Wealth Partners 0.01% New 241 $61K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 233 $59K
SJS Investment Consulting Inc. 0.01% Add +1576.9% 218 $55K
Carolinas Wealth Consulting LLC 0.01% Add +75.4% 214 $54K
Quent Capital, LLC 0.01% Add +10.3% 203 $51K
Catalyst Funds Management Pty Ltd 0.01% — 200 $51K
Colonial Trust Co / SC 0.01% No change 199 $50K
AllSquare Wealth Management LLC 0.03% No change 181 $46K
Deseret Mutual Benefit Administrators 0.02% No change 180 $46K
Security National Bank 0.01% No change 178 $45K
CVA Family Office, LLC 0.01% Reduce -9.7% 167 $42K
Quarry LP 0.02% Add +127.4% 166 $42K
Rothschild Investment LLC 0.00% Add +2.5% 163 $41K
Covestor Ltd 0.02% Add +45.3% 154 $39K
Sunbelt Securities, Inc. 0.00% No change 140 $35K
Magellan Asset Management Ltd 0.00% No change 134 $34K
Brown, Lisle/Cummings, Inc. 0.01% No change 132 $33K
Riverview Trust Co 0.02% New 127 $32K
Farmers & Merchants Investments Inc. 0.00% No change 125 $32K
Rise Advisors, LLC 0.02% New 124 $31K
Castleview Partners, LLC 0.02% No change 120 $30K
Harbour Investments, Inc. 0.00% Add +8.2% 119 $30K
Global Wealth Strategies & Associates 0.01% No change 118 $30K
St Germain D J Co. Inc. 0.00% Reduce -21.8% 115 $29K
UMB Bank, n.a. 0.00% Add +5.9% 108 $27K
Silver Oak Securities, Incorporated 0.00% Reduce -96.3% 106 $27K
Caldwell Trust Co 0.00% No change 102 $26K
Blume Capital Management, Inc. 0.01% No change 100 $25K
Duncker Streett & Co. Inc. 0.01% No change 100 $25K
Community Bank, N.A. 0.00% No change 100 $25K
Central Bank & Trust Co. 0.00% Reduce -44.0% 94 $24K
JFS Wealth Advisors, LLC 0.00% Add +4.6% 91 $23K
China Universal Asset Management Co., Ltd. 0.00% No change 84 $21K
CNB Bank 0.01% Add +189.3% 81 $20K
FSA Wealth Management LLC 0.01% No change 81 $20K
Bogart Wealth, LLC 0.00% No change 73 $18K
Oliver Lagore Vanvalin Investment Group 0.01% No change 68 $17K
Red Tortoise LLC 0.01% Add +294.1% 67 $17K
Main Street Group, LTD 0.01% No change 68 $17K
Emfo, LLC 0.01% No change 65 $16K
Tyler-Stone Wealth Management 0.01% No change 65 $16K
Cedar Mountain Advisors, LLC 0.00% No change 65 $16K
Global X Japan Co., Ltd. 0.00% Reduce -14.5% 65 $16K
McIlrath & Eck, LLC 0.00% No change 65 $16K
Asset Dedication, LLC 0.00% No change 64 $16K
Manchester Capital Management LLC 0.00% Add +1.6% 62 $16K
WR Wealth Planners, LLC 0.00% New 62 $16K
Fairman Group, LLC 0.01% No change 61 $15K
Financial Management Professionals, Inc. 0.00% Reduce -37.1% 61 $15K
NFSG Corp 0.01% Reduce -19.1% 55 $14K
Salomon & Ludwin, LLC 0.00% Add +96.4% 55 $14K
AdvisorNet Financial, Inc 0.00% Reduce -57.3% 53 $13K
Larson Financial Group LLC 0.00% Reduce -15.0% 51 $13K
Frazier Financial Advisors, LLC 0.01% No change 50 $13K
Independence Bank of Kentucky 0.00% No change 50 $13K
CoreCap Advisors, LLC 0.00% New 48 $12K
GW&K Investment Management, LLC 0.00% Reduce -25.4% 47 $12K
Ruedi Wealth Management, Inc. 0.00% New 45 $11K
Truvestments Capital LLC 0.00% New 45 $11K
Venturi Wealth Management, LLC 0.00% Add +95.5% 43 $11K
Eagle Bay Advisors LLC 0.01% Add +19.4% 43 $11K
Clean Yield Group 0.00% No change 42 $11K
Meeder Asset Management Inc. 0.00% New 42 $11K
Bell Investment Advisors, Inc 0.00% Add +5.3% 40 $10K
Bangor Savings Bank 0.00% No change 40 $10K
Creative Financial Designs Inc. 0.00% No change 39 $10K
Jones Financial Companies LLLP 0.00% Reduce -46.3% 36 $9K
Hanson & Doremus Investment Management 0.00% No change 36 $9K
Valley National Advisers Inc. 0.00% Add +12.5% 36 $9K
TrinityBridge Ltd 0.00% No change 35 $9K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 35 $9K
Blue Trust, Inc. 0.00% Reduce -58.8% 35 $9K
Carolina Wealth Advisors, LLC 0.00% No change 33 $8K
Prestige Wealth Management Group LLC 0.00% No change 30 $8K
Pier Capital, LLC 0.00% No change 30 $8K
Tortoise Investment Management, LLC 0.00% No change 30 $8K
Delta Asset Management LLC 0.00% No change 30 $8K
Walleye Capital LLC 0.00% New 30 $8K
Aspect Partners, LLC 0.01% No change 29 $7K
Beacon Capital Management, LLC 0.00% New 29 $7K
Coston, McIsaac & Partners 0.00% No change 29 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $7K
Capital Advisors, Ltd. LLC 0.00% Add +15.0% 23 $6K
HHM Wealth Advisors, LLC 0.00% No change 23 $6K
Front Row Advisors LLC 0.00% New 23 $6K
M&R Capital Management Inc. 0.00% No change 23 $6K
Robinswood Financial LLC 0.00% No change 23 $6K
Abound Wealth Management 0.00% Reduce -8.3% 22 $6K
Blue Bell Private Wealth Management, LLC 0.00% No change 22 $6K
Bruce G. Allen Investments, LLC 0.00% No change 21 $5K
Indiana Trust & Investment Management Co 0.00% No change 21 $5K
ORG Partners LLC 0.01% Reduce -95.0% 21 $5K
Leonteq Securities AG 0.00% Reduce -92.8% 20 $5K
Avion Wealth 0.00% Add +60.0% 16 $5K
Roble, Belko & Company, Inc 0.00% No change 20 $5K
SYSTM Wealth Solutions LLC 0.00% No change 19 $5K
TFC Financial Management, Inc. 0.00% Add +5.9% 18 $5K
Westend Capital Management, LLC 0.00% — 17 $4K
ClariVest Asset Management LLC 0.00% Add +54.5% 17 $4K
Webster Bank, N. A. 0.00% No change 16 $4K
Dunhill Financial, LLC 0.00% Add +15.4% 15 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 15 $4K
Pineridge Advisors LLC 0.00% Reduce -82.3% 15 $4K
Versant Capital Management, Inc 0.00% No change 15 $4K
Cullen/Frost Bankers, Inc. 0.00% No change 13 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 12 $3K
NewSquare Capital LLC 0.00% No change 12 $3K
Assetmark, Inc. 0.00% Reduce -79.0% 12 $3K
Investors Research Corp 0.00% No change 11 $3K
Horizon Financial Services, LLC 0.00% New 10 $3K
Private Wealth Management Group, LLC 0.00% No change 10 $3K
Sachetta, LLC 0.00% No change 10 $2K
Financial Synergies Wealth Advisors, Inc. 0.00% Add +12.5% 9 $2K
Rakuten Securities, Inc. 0.00% Reduce -46.7% 8 $2K
EntryPoint Capital, LLC 0.00% Reduce -92.7% 7 $2K
North Star Investment Management Corp. 0.00% No change 7 $2K
Cornerstone Planning Group LLC 0.00% Add +600.0% 7 $2K
Trifecta Capital Advisors, LLC 0.00% No change 6 $2K
True Wealth Design, LLC 0.00% Add +100.0% 6 $2K
Richardson Financial Services Inc. 0.00% New 6 $2K
TD Capital Management LLC 0.00% New 5 $1K
Group One Trading LLC 0.00% Reduce -97.2% 5 $1K
Nvwm, LLC 0.00% New 4 $1K
West Paces Advisors Inc. 0.00% No change 4 $1K
Core Alternative Capital 0.00% Reduce -93.7% 4 $1K
Sandy Spring Bank 0.00% No change 4 $1K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 2 $1K
Global Financial Private Client, LLC 0.00% No change 4 $995
CarsonAllaria Wealth Management, Ltd. 0.00% No change 3 $759
Beaird Harris Wealth Management, LLC 0.00% No change 3 $759
WestEnd Advisors, LLC 0.00% No change 3 $759
Riggs Asset Managment Co. Inc. 0.00% New 1 $253
SOA Wealth Advisors, LLC. 0.00% No change 1 $253
Brown Brothers Harriman & Co. 0.00% Reduce -99.8% 1 $253
MCF Advisors LLC 0.00% New 1 $253

"% of holder's portfolio" is IQV's weight in each manager's 13F, not the share of Iqvia Holdings Inc. the manager owns.