Iqvia HoldingsIQV

13F holders, Q2 2024 (June 30)
1,021holders +7
85new positions
84sold out
12famous investors
$211.37avg. 13F price*

At the end of Q2 2024, 1,021 institutions reported holding Iqvia Holdings Inc. (IQV) in their 13F filings, up 7 from Q1 2024. 85 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($4.3B), BlackRock Inc. ($3.2B) and Harris Associates (Oakmark Funds) ($2.3B). 12 famous investors held it, including Bill Nygren (3.8% of Harris Associates (Oakmark Funds)'s portfolio), Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio) and Stanley Druckenmiller (0.5% of Duquesne Family Office'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 → Q2 2024

InstitutionsTotal Value
New Positions85$454.6M
Exits84$162.4M

All 13F filers, Q1 2024 → Q2 2024: 10,665,886 shares bought and 12,578,123 shares sold, net −1,912,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,021 holders

Vanguard Group Inc. 0.08% Reduce -3.7% 20,283,577 $4.3B
BlackRock Inc. 0.07% Reduce -1.0% 15,234,992 $3.2B
Harris Associates (Oakmark Funds) 3.82% Add +5.2% 10,671,294 $2.3B
State Street Corp. 0.07% Add +0.8% 8,028,119 $1.7B
Geode Capital Management, LLC 0.08% Add +1.6% 4,221,991 $890.3M
Morgan Stanley 0.07% Add +2.5% 4,084,172 $863.6M
Alliancebernstein L.P. 0.30% Reduce -4.7% 4,023,229 $850.7M
Canada Pension Plan Investment Board 0.71% Add +6.6% 3,403,488 $719.6M
Lazard Asset Management LLC 0.94% Add +0.8% 3,288,515 $695.3M
Farallon Capital Management, L.L.C. 3.72% Add +3.1% 2,923,032 $618.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.67% Add +4.0% 2,611,653 $552.2M
Longview Partners (Guernsey) LTD 3.49% Reduce -11.7% 2,227,405 $471.0M
FMR LLC 0.03% Reduce -10.3% 2,082,379 $440.3M
Cantillon Capital Management LLC 2.68% Add +7.2% 1,895,129 $400.7M
Invesco Ltd. 0.08% Reduce -14.4% 1,695,879 $358.6M
Impax Asset Management Group plc 1.40% Add +19.3% 1,635,201 $345.0M
Wellington Management Group LLP 0.06% Add +0.0% 1,624,214 $343.4M
Norges Bank 0.05% Reduce -3.3% 1,621,332 $342.8M
Northern Trust Corp. 0.06% Add +0.6% 1,598,876 $338.1M
Goldman Sachs Group Inc. 0.06% Add +16.7% 1,558,172 $329.5M
Capital Research Global Investors 0.07% Reduce -31.0% 1,476,616 $312.2M
CIBC Private Wealth Group LLC 0.55% Add +27.0% 1,404,861 $293.5M
Amundi 0.11% Add +3.0% 1,358,636 $281.0M
JPMorgan Chase & Co. 0.02% Reduce -37.2% 1,281,815 $271.0M
Charles Schwab Investment Management Inc. 0.05% Add +2.4% 1,216,627 $257.2M
Dimensional Fund Advisors LP 0.07% Add +5.3% 1,197,084 $253.1M
Legal & General Group Plc 0.07% Reduce -2.6% 1,191,291 $251.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +37.3% 1,186,311 $250.8M
Bank of New York Mellon Corp 0.05% Reduce -2.8% 1,174,379 $248.3M
Sumitomo Mitsui Trust Group, Inc. 0.15% Reduce -2.8% 984,957 $208.3M
FIL Ltd 0.20% Reduce -27.7% 932,839 $197.2M
Nordea Investment Management AB 0.23% Add +12.5% 909,786 $195.1M
Liontrust Investment Partners LLP 2.56% Reduce -1.9% 851,811 $180.1M
Raymond James & Associates 0.11% Add +0.7% 800,374 $169.2M
Bank of America Corp. 0.02% Add +13.4% 789,631 $167.0M
Loomis Sayles & Co. L P 0.22% Reduce -7.4% 768,037 $162.4M
JARISLOWSKY, FRASER Ltd 0.98% Add +0.7% 762,305 $161.2M
Deutsche Bank AG 0.07% Add +34.5% 713,191 $150.8M
Capital World Investors 0.02% New 665,933 $140.8M
Nuveen Asset Management, LLC 0.04% Reduce -7.6% 641,997 $135.7M
KBC Group NV 0.40% Add +0.8% 625,198 $132.2M
B. Metzler seel. Sohn & Co. AG 1.27% Add +84.8% 623,986 $131.9M
Morningstar Investment Services LLC 1.39% Reduce -0.8% 602,555 $128.2M
T. Rowe Price Associates Inc. 0.01% Reduce -34.6% 579,823 $122.6M
Agf Management Ltd. 0.68% Reduce -0.2% 574,143 $121.4M
Qube Research & Technologies Ltd 0.22% Add +1357.8% 559,443 $118.3M
Ameriprise Financial Inc. 0.03% Reduce -2.5% 556,633 $117.7M
Envestnet Asset Management Inc. 0.04% Reduce -5.2% 555,185 $117.4M
Atalan Capital Partners, LP 10.94% Reduce -9.0% 555,000 $117.3M
Swiss National Bank 0.08% Reduce -1.4% 538,880 $113.9M
Truist Financial Corp. 0.17% Add +0.0% 519,564 $109.9M
Raymond James Financial Services Advisors, Inc. 0.15% Add +2.6% 513,221 $108.5M
Royal London Asset Management Ltd. 0.28% Reduce -2.7% 509,383 $107.7M
Franklin Resources Inc. 0.03% Add +3.0% 495,796 $104.8M
HSBC Holdings PLC 0.06% Add +18.7% 469,752 $99.5M
1832 Asset Management L.P. 0.17% Add +472.3% 456,335 $96.5M
Manufacturers Life Insurance Company, The 0.09% Reduce -3.9% 450,744 $95.3M
Rhumbline Advisers 0.09% Reduce -3.9% 447,602 $94.6M
Parnassus Investments, LLC 0.20% Reduce -6.5% 445,155 $94.1M
Douglass Winthrop Advisors, LLC 1.89% Add +2.1% 437,002 $92.4M
UBS Group AG 0.03% Add +17.8% 433,662 $91.7M
American Century Companies Inc. 0.05% Reduce -40.4% 419,822 $88.8M
Sands Capital Management, LLC 0.26% Add +3.5% 417,892 $88.4M
Candriam S.C.A. 0.50% Add +35.5% 389,152 $82.3M
National Pension Service 0.09% Add +2.0% 385,937 $81.6M
Rockefeller Capital Management L.P. 0.23% Add +1.0% 382,529 $80.9M
Royal Bank of Canada 0.02% Reduce -22.3% 380,765 $80.5M
Stifel Financial Corp. 0.09% Reduce -7.5% 378,127 $80.0M
California Public Employees Retirement System 0.05% Add +3.9% 347,101 $73.4M
Hawk Ridge Capital Management LP 3.08% Add +38.2% 338,446 $71.6M
Renaissance Technologies 0.12% New 333,947 $70.6M
BNP Paribas Financial Markets 0.08% Add +100.4% 328,918 $69.5M
Primecap Management Co. 0.05% Add +0.4% 325,176 $68.8M
Two Sigma Investments, LP 0.17% Add +1750.4% 323,913 $68.5M
Public Employees Retirement Association of Colorado 0.29% Add +44.8% 322,669 $68.2M
Citadel Advisors 0.07% Add +2333.1% 313,089 $66.2M
Aviva PLC 0.19% Reduce -29.9% 311,731 $65.9M
California State Teachers Retirement System 0.08% Add +1.9% 306,363 $64.8M
Wells Fargo & Company 0.02% Add +60.3% 304,123 $64.3M
EULAV Asset Management 1.69% Add +42.3% 296,000 $62.6M
Jane Street Group, LLC 0.07% Add +2107.1% 293,858 $62.1M
Cerity Partners LLC 0.16% Reduce -5.4% 286,263 $60.5M
D. E. Shaw & Co. 0.09% Add +285.1% 268,552 $56.8M
Barclays PLC 0.03% Add +0.3% 258,292 $54.6M
CIBC Asset Management Inc 0.19% Add +1.1% 255,262 $54.0M
Neuberger Berman Group LLC 0.04% Reduce -64.0% 253,790 $53.7M
Assenagon Asset Management S.A. 0.13% Add +184.4% 248,578 $52.6M
Squarepoint Ops LLC 0.20% Add +221.2% 248,097 $52.5M
Bank of Montreal 0.02% Add +9.3% 245,711 $52.0M
Vaughan Nelson Investment Management, L.P. 0.48% Reduce -1.1% 245,073 $51.8M
Handelsbanken Fonder AB 0.22% Add +115.2% 237,957 $50.3M
Criteria Caixa, S.A.U. 6.56% No change 232,326 $49.1M
Premier Fund Managers Ltd 1.96% Add +21.1% 230,000 $49.0M
Hardman Johnston Global Advisors LLC 1.86% Reduce -25.6% 227,695 $48.1M
DekaBank Deutsche Girozentrale 0.08% Add +15.4% 220,138 $46.3M
Federated Hermes, Inc. 0.11% Add +15.1% 218,306 $46.2M
Schwartz Investment Counsel Inc. 1.67% Add +19.4% 213,290 $45.1M
Bradley Foster & Sargent Inc. 0.80% Reduce -7.9% 210,288 $44.5M
Ensign Peak Advisors, Inc 0.08% Reduce -15.2% 209,632 $44.3M
Principal Financial Group Inc. 0.03% Reduce -5.3% 207,271 $43.8M
Country Trust Bank 1.10% Add +13.6% 205,964 $43.5M
2Xideas AG 5.44% Add +0.1% 205,900 $43.5M
LGT Group Foundation 0.69% Add +1.1% 205,500 $43.5M
STRS Ohio 0.17% Reduce -22.1% 201,021 $42.5M
Natixis Advisors, LLC 0.09% Add +0.8% 193,166 $40.8M
Tudor Investment Corporation 0.46% Add +75.9% 192,942 $40.8M
First Manhattan Co. Llc. 0.13% Reduce -3.9% 185,039 $39.1M
Mediolanum International Funds Ltd 0.62% Reduce -0.7% 191,873 $38.1M
Compagnie Lombard Odier SCmA 0.64% Reduce -15.6% 178,109 $37.7M
New York State Teachers Retirement System 0.08% Reduce -3.0% 176,458 $37.3M
State Board of Administration of Florida Retirement System 0.07% Reduce -15.0% 174,388 $36.9M
Korea Investment CORP 0.09% Add +30.4% 172,476 $36.5M
Marathon Asset Management Ltd 1.14% Reduce -5.7% 172,370 $36.4M
Adage Capital Partners Gp, L.L.C. 0.07% Reduce -41.4% 168,800 $35.7M
CANADA LIFE ASSURANCE Co 0.07% Add +6.2% 167,108 $35.4M
Van Lanschot Kempen Investment Management N.V. 0.39% Reduce -1.2% 163,210 $34.5M
Crestwood Advisors Group, LLC 0.70% New 160,245 $33.9M
Snyder Capital Management L P 0.75% Reduce -1.9% 159,176 $33.7M
HRT Financial LP 0.19% New 159,034 $33.6M
Janus Henderson Group PLC 0.02% Reduce -1.9% 157,553 $33.3M
Tybourne Capital Management (hk) Ltd. 6.57% Reduce -19.1% 152,890 $32.3M
Skandinaviska Enskilda Banken AB (publ) 0.15% Add +0.3% 150,928 $31.9M
Tran Capital Management, L.P. 3.59% Reduce -7.0% 146,178 $30.9M
Washington Trust Advisors, Inc. 2.73% Reduce -2.1% 140,294 $29.7M
Massachusetts Financial Services Co. 0.01% Add +1.9% 140,039 $29.6M
Credit Agricole S A 0.18% Add +1136.7% 138,673 $29.3M
Boston Family Office LLC 2.07% Reduce -0.8% 136,037 $28.8M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.94% New 133,836 $28.3M
HighTower Advisors, LLC 0.04% Add +1.3% 133,595 $28.2M
Millennium Management 0.02% Reduce -20.7% 131,300 $27.8M
New York State Common Retirement Fund 0.04% Add +2.8% 129,640 $27.4M
Allianz Asset Management GmbH 0.04% Add +5.6% 129,633 $27.4M
Citigroup Inc. 0.03% Add +23.8% 128,690 $27.2M
Associated Banc-Corp 0.84% Add +10.8% 127,685 $27.0M
MML Investors Services, LLC 0.11% Reduce -14.5% 126,416 $26.7M
Worldquant Millennium Advisors LLC 0.24% Add +9.5% 125,712 $26.6M
Glenmede Trust Co. NA 0.13% Reduce -13.4% 125,621 $26.6M
State of Wisconsin Investment Board 0.07% Reduce -36.9% 125,186 $26.5M
Aviso Financial Inc. 1.44% — 122,333 $25.9M
Eagle Health Investments LP 4.61% No change 121,895 $25.8M
APG Asset Management N.V. 0.05% Add +16.4% 130,242 $25.7M
Formuepleje A/S 1.42% Add +16.0% 121,263 $25.6M
Howard Capital Management Group, LLC 1.87% Add +0.9% 119,796 $25.3M
Robeco Institutional Asset Management B.V. 0.05% Reduce -24.9% 117,720 $24.9M
Whittier Trust Co. 0.35% Add +3.0% 116,791 $24.7M
Mirae Asset Global Investments Co., Ltd. 0.12% Reduce -26.1% 113,612 $24.2M
Bayberry Capital Partners LP 6.06% Add +7.6% 113,000 $23.9M
Van Eck Associates Corp. 0.03% Add +13.8% 112,893 $23.9M
PFM Health Sciences, LP 1.32% No change 111,854 $23.7M
Kornitzer Capital Management Inc. 0.45% Reduce -6.3% 111,762 $23.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -21.8% 110,819 $23.4M
Prudential Financial Inc. 0.04% Reduce -11.4% 110,151 $23.3M
CI Investments Inc. 0.09% Reduce -0.8% 108,361 $22.9M
Philadelphia Trust Co. 1.75% Add +20.4% 106,682 $22.6M
WASHINGTON TRUST Co 0.81% Reduce -2.1% 105,247 $22.3M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.8% 104,927 $22.2M
Nichols & Pratt Advisers LLP 1.49% Add +3.6% 104,335 $22.1M
Victory Capital Management Inc. 0.02% Reduce -0.7% 101,954 $21.6M
Schroder Investment Management Group 0.02% Add +449.5% 101,801 $21.5M
APG Asset Management US Inc. 0.12% Add +2.0% 100,345 $20.9M
Calamos Advisors LLC 0.15% Reduce -6.1% 98,831 $20.9M
Aberdeen Group plc 0.04% Reduce -7.4% 97,404 $20.6M
First Trust Advisors LP 0.02% Add +37.8% 97,354 $20.6M
Walleye Capital LLC 0.24% Add +323843.3% 97,183 $20.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -32.0% 96,844 $20.5M
M&T Bank Corp 0.07% Reduce -17.6% 95,261 $20.1M
Boone Capital Management LLC 5.22% New 94,734 $20.0M
State of Tennessee, Department of Treasury 0.07% Reduce -0.2% 93,829 $19.8M
Russell Investments Group, Ltd. 0.03% Add +3.7% 92,978 $19.7M
Mackenzie Financial Corp. 0.03% Add +11.0% 92,543 $19.6M
Bellevue Group AG 0.32% Add +1004.6% 92,083 $19.5M
Arvest Trust Co. N A 1.15% Reduce -4.5% 91,213 $19.3M
Twinbeech Capital LP 0.38% Reduce -3.9% 91,200 $19.3M
Stack Financial Management, Inc 1.78% Add +0.1% 90,989 $19.2M
Pictet Asset Management Holding SA 0.02% Add +15.8% 90,936 $19.2M
Swedbank AB 0.03% Reduce -5.0% 90,703 $19.2M
AQR Capital Management 0.03% Add +173.8% 90,689 $19.2M
Erste Asset Management GmbH 0.25% Reduce -1.8% 90,425 $19.2M
Allspring Global Investments Holdings, LLC 0.03% Reduce -47.0% 90,422 $19.1M
Federation des caisses Desjardins du Quebec 0.10% Reduce -5.0% 90,154 $19.1M
LPL Financial LLC 0.01% Add +3.1% 89,081 $18.8M
Dana Investment Advisors, Inc. 0.62% Add +7.4% 87,145 $18.4M
Nicholas Company, Inc. 0.30% Reduce -0.1% 85,931 $18.2M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -9.4% 85,925 $18.2M
Treasurer of the State of North Carolina 0.07% Reduce -1.1% 82,981 $17.5M
Voya Investment Management LLC 0.02% Reduce -40.0% 82,914 $17.5M
Sei Investments Co. 0.02% Add +42.1% 82,250 $17.4M
Danske Bank A/S 0.06% Reduce -26.1% 78,663 $16.6M
Heritage Investors Management Corp. 0.58% Add +10.1% 78,023 $16.5M
Trajan Wealth LLC 1.06% Add +4.0% 77,780 $16.4M
Marshall Wace, LLP 0.02% Add +567.0% 77,610 $16.4M
TD Asset Management Inc 0.02% Reduce -32.3% 76,821 $16.2M
Tower Bridge Advisors 1.83% Reduce -6.3% 76,699 $16.2M
AXA S.A. 0.05% Add +10.7% 76,236 $16.1M
Nissay Asset Management Corp. /Japan 0.10% Add +1.3% 74,946 $15.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +4.2% 74,825 $15.8M
Vontobel Holding Ltd. 0.05% Reduce -3.6% 74,328 $15.7M
Edmond DE Rothschild Holding S.A. 0.27% Add +0.9% 74,189 $15.7M
Nixon Peabody Trust Co. 1.38% Reduce -0.1% 73,443 $15.5M
Community Trust & Investment Co. 1.05% Reduce -1.1% 72,777 $15.4M
Commerce Bank 0.10% Reduce -0.4% 72,040 $15.2M
Mn Services Vermogensbeheer B.V. 0.11% Reduce -2.9% 71,700 $15.2M
Cetera Investment Advisers 0.03% Add +3.3% 71,602 $15.1M
Asset Management One Co., Ltd. 0.06% Add +0.6% 70,189 $14.8M
Los Angeles Capital Management LLC 0.05% Reduce -45.4% 69,906 $14.8M
Lombard Odier Asset Management (Europe) Ltd 1.01% New 69,887 $14.8M
J. Safra Sarasin Holding AG 0.27% — 69,544 $14.7M
Public Employees Retirement System of Ohio 0.06% Reduce -16.4% 69,435 $14.7M
Trillium Asset Management, LLC 0.36% Reduce -30.0% 68,112 $14.4M
State of New Jersey Common Pension Fund D 0.06% Reduce -35.7% 66,487 $14.1M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Reduce -6.2% 62,993 $13.9M
Cresset Asset Management, LLC 0.06% Add +4.8% 65,720 $13.9M
Susquehanna International Group, LLP 0.02% Add +42.7% 64,682 $13.7M
Steward Partners Investment Advisory, LLC 0.14% Add +3.5% 64,141 $13.6M
Sequoia Financial Advisors, LLC 0.16% Add +18.9% 63,884 $13.5M
Mirabella Financial Services LLP 1.14% Add +4451.7% 63,815 $13.5M
Varma Mutual Pension Insurance Co 0.11% Add +27.0% 63,750 $13.5M
Jump Financial, LLC 0.27% Add +598.1% 62,458 $13.2M
Baird Financial Group, Inc. 0.03% Add +0.9% 60,665 $12.8M
McGuire Investment Group, LLC 1.84% Reduce -2.0% 60,534 $12.8M
Duquesne Family Office 0.45% No change 60,360 $12.8M
Eastern Bank 0.51% Reduce -0.4% 60,054 $12.7M
Resona Asset Management Co.,Ltd. 0.08% Reduce -3.5% 59,947 $12.7M
Markel Group 0.12% Add +5.4% 58,726 $12.4M
Forsta Ap-Fonden 0.11% Reduce -5.1% 57,600 $12.2M
ExodusPoint Capital Management, LP 0.13% New 57,362 $12.1M
Kelly Lawrence W & Associates Inc. 2.75% Reduce -0.1% 56,202 $11.9M
GYL Financial Synergies, LLC 0.92% Reduce -1.2% 56,172 $11.9M
Sawgrass Asset Management LLC 1.29% New 56,157 $11.9M
Voloridge Investment Management, LLC 0.04% New 55,435 $11.7M
Prudential PLC 0.08% Add +18.1% 55,296 $11.7M
Toronto Dominion Bank 0.02% Reduce -2.5% 54,267 $11.5M
Quadrature Capital Ltd 0.19% Add +306.7% 54,125 $11.4M
Curi Capital, LLC 0.27% Add +14.2% 54,076 $11.4M
Gratus Capital, LLC 0.46% Add +3.9% 53,656 $11.3M
Montag & Caldwell, LLC 2.27% Reduce -20.4% 53,243 $11.3M
Braun Stacey Associates Inc. 0.43% Reduce -10.5% 52,956 $11.2M
Arizona State Retirement System 0.07% Add +0.8% 52,766 $11.2M
National Bank of Canada 0.02% Add +22.1% 52,580 $11.0M
GDS Wealth Management 1.18% Add +10.8% 50,837 $10.7M
Nomura Asset Management Co. Ltd. 0.04% Add +2.9% 50,292 $10.6M
Ecofi Investissements SA 5.88% — 51,400 $10.6M
Running Oak Capital LLC 1.64% Add +16.2% 50,037 $10.6M
Sheets Smith Wealth Management 1.26% Reduce -17.9% 49,995 $10.6M
State of Michigan Retirement System 0.05% Reduce -0.2% 49,894 $10.5M
MetLife Investment Management, LLC 0.06% Reduce -0.4% 49,505 $10.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 49,131 $10.4M
Nippon Life Global Investors Americas, Inc. 0.45% Reduce -0.9% 48,200 $10.2M
Whittier Trust Co. of Nevada Inc. 0.28% Add +1.5% 48,156 $10.2M
Middleton & Co. Inc. 1.17% Reduce -3.0% 47,549 $10.1M
Corebridge Financial, Inc. 0.06% — 47,365 $10.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.12% Add +0.8% 46,895 $9.9M
DNB Asset Management AS 0.05% Add +55.2% 46,237 $9.8M
Gradient Investments LLC 0.22% Add +15.6% 45,401 $9.6M
Addenda Capital Inc. 0.37% Add +7.1% 45,191 $9.6M
Exencial Wealth Advisors, LLC 0.36% Reduce -5.1% 45,041 $9.5M
Osaic Holdings, Inc. 0.02% Add +40.1% 43,714 $9.2M
Storebrand Asset Management As 0.03% Reduce -0.0% 43,403 $9.2M
Andra AP-fonden 0.15% Reduce -10.0% 43,100 $9.1M
Magnetar Financial LLC 0.22% Add +424.9% 42,876 $9.1M
PNC Financial Services Group, Inc. 0.01% Reduce -5.7% 42,560 $9.0M
Engineers Gate Manager LP 0.20% Add +154.9% 42,460 $9.0M
Man Group plc 0.02% Add +979.0% 42,015 $8.9M
Pinebridge Investments, L.P. 0.07% Add +109.3% 41,704 $8.8M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.10% — 40,856 $8.6M
Comerica Bank 0.04% Reduce -2.1% 40,584 $8.6M
Retirement Systems of Alabama 0.03% Reduce -0.2% 40,190 $8.5M
Bleakley Financial Group, LLC 0.25% Reduce -0.1% 40,165 $8.5M
Simplicity Wealth,LLC 0.19% Reduce -0.1% 40,165 $8.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Reduce -0.1% 40,020 $8.5M
Motco 0.50% Add +5.7% 39,803 $8.4M
Forte Capital LLC 1.01% Add +0.4% 39,694 $8.4M
SG Americas Securities, LLC 0.05% Reduce -16.4% 38,295 $8.1M
Telos Capital Management, Inc. 0.90% Add +0.5% 38,233 $8.1M
First American Trust, FSB 0.79% Add +4.0% 37,181 $7.9M
Amalgamated Bank 0.07% Reduce -6.6% 36,979 $7.8M
Janney Montgomery Scott LLC 0.02% Add +1.2% 36,719 $7.8M
IFM Investors Pty Ltd 0.08% Reduce -0.6% 36,341 $7.7M
Daiwa Securities Group Inc. 0.04% Add +1.0% 35,823 $7.6M
Thrivent Financial for Lutherans 0.02% Reduce -1.8% 35,808 $7.6M
Logan Capital Management Inc. 0.33% Reduce -1.0% 35,714 $7.6M
Two Sigma Advisers, LP 0.02% Add +637.5% 35,400 $7.5M
Calamos Wealth Management LLC 0.41% Reduce -0.8% 35,289 $7.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +60.0% 34,860 $7.4M
Czech National Bank 0.08% Add +8.1% 34,720 $7.3M
NFJ Investment Group, LLC 0.22% No change 34,536 $7.3M
Sendero Wealth Management, LLC 1.22% Add +3.2% 34,170 $7.2M
Marks Group Wealth Management, Inc 0.76% Add +9.8% 33,924 $7.2M
Gotham Asset Management 0.09% Add +92.3% 32,764 $6.9M
Martingale Asset Management L P 0.15% Reduce -3.4% 32,539 $6.9M
Callahan Advisors, LLC 0.71% Add +1.4% 32,167 $6.8M
ProShare Advisors LLC 0.02% Add +6.2% 31,901 $6.7M
Corsair Capital Management, L.P. 1.13% Reduce -1.1% 31,895 $6.7M
Appleton Partners Inc. 0.51% Add +6.2% 31,603 $6.7M
USS Investment Management Ltd 0.05% Add +1.8% 31,488 $6.7M
Achmea Investment Management B.V. 0.12% Add +1.3% 31,099 $6.6M
Rhenman & Partners Asset Management AB 0.63% No change 31,000 $6.6M
Teacher Retirement System of Texas 0.04% Add +99.4% 30,801 $6.5M
Vision Capital Management, Inc. 0.96% Reduce -1.6% 30,381 $6.4M
Utah Retirement Systems 0.07% Reduce -6.0% 29,659 $6.3M
SVB Wealth LLC 0.15% Reduce -4.5% 29,318 $6.2M
State of Alaska, Department of Revenue 0.07% No change 29,027 $6.1M
Bank of Nova Scotia 0.01% Reduce -10.3% 28,001 $5.9M
Brevan Howard Capital Management LP 0.40% New 27,739 $5.9M
FORA Capital, LLC 0.69% New 26,920 $5.7M
Xponance LLC 0.06% Reduce -34.6% 26,805 $5.7M
Principal Securities, Inc. 0.15% Add +12.6% 26,541 $5.6M
Nemes Rush Group LLC 0.75% Add +4.0% 25,933 $5.5M
AMF Tjanstepension AB 0.04% Reduce -97.9% 25,484 $5.4M
Yousif Capital Management, LLC 0.06% Reduce -1.8% 25,412 $5.4M
Abn Amro Investment Solutions 0.10% Reduce -0.7% 25,230 $5.3M
LGT Fund Management Co Ltd. 0.66% Add +724.3% 25,059 $5.3M
New York Life Investment Management LLC 0.05% Add +0.4% 24,982 $5.3M
Ethic Inc. 0.12% Add +5.7% 24,902 $5.3M
Montag A & Associates Inc. 0.27% Reduce -7.5% 24,857 $5.3M
Commonwealth Equity Services, LLC 0.01% Add +4.0% 24,808 $5.2M
Taikang Asset Management (Hong Kong) Co Ltd 0.81% Add +65.8% 24,693 $5.2M
Tocqueville Asset Management L.P. 0.09% Add +16.1% 24,620 $5.2M
ING Groep NV 0.03% Reduce -2.0% 24,518 $5.2M
D.A. Davidson & Co. 0.05% Add +156.0% 24,501 $5.2M
Cinctive Capital Management LP 0.28% Reduce -5.2% 24,221 $5.1M
Edgestream Partners, L.P. 0.24% New 23,825 $5.0M
Cibc World Markets Corp. 0.03% Add +28.4% 23,464 $5.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +6.8% 23,119 $4.9M
Mutual of America Capital Management LLC 0.05% Reduce -4.0% 23,030 $4.9M
Globeflex Capital L P 0.51% No change 22,952 $4.9M
Daiichi Life Insurance Co., Ltd. 0.12% Reduce -5.4% 22,838 $4.8M
BI Asset Management Fondsmaeglerselskab A/S 0.08% Add +166.6% 21,850 $4.6M
Tower Research Capital LLC (TRC) 0.08% Add +236.2% 21,801 $4.6M
Providence Capital Advisors, LLC 1.00% Add +60.6% 21,767 $4.6M
Financial Sense Advisors, Inc. 1.45% Add +2.1% 21,610 $4.6M
Jackson Square Partners, LLC 0.28% Reduce -10.4% 21,590 $4.6M
Aquatic Capital Management LLC 0.17% New 21,300 $4.5M
Rafferty Asset Management, LLC 0.02% Add +3.4% 21,184 $4.5M
Goelzer Investment Management, Inc. 0.24% Reduce -1.0% 20,352 $4.3M
Bogart Wealth, LLC 0.22% Add +27654.8% 20,261 $4.3M
DAVENPORT & Co LLC 0.03% Reduce -2.2% 20,247 $4.3M
Gulf International Bank (UK) Ltd 0.11% Add +1.0% 20,221 $4.3M
NewEdge Advisors, LLC 0.03% Add +4.8% 20,119 $4.3M
iA Global Asset Management Inc. 0.08% Reduce -2.0% 19,918 $4.2M
Cullen Investment Group, LTD. 0.67% Add +2.4% 19,850 $4.2M
Deltec Asset Management LLC 0.80% No change 19,725 $4.2M
Argent Trust Co 0.18% Add +7.3% 19,490 $4.1M
Atria Investments, Inc 0.05% Add +4.2% 19,143 $4.0M
Inspire Investing, LLC 0.46% Reduce -13.9% 19,045 $4.0M
EFG Asset Management (North America) Corp. 0.70% Reduce -7.7% 18,980 $4.0M
Ieq Capital, LLC 0.05% Reduce -1.3% 18,925 $4.0M
Reliant Investment Management, LLC 1.86% Reduce -2.2% 18,640 $3.9M
Tredje AP-fonden 0.04% Add +53.6% 18,621 $3.9M
Centiva Capital, LP 0.19% Add +1465.5% 18,535 $3.9M
Semmax Financial Advisors Inc. 1.18% Add +12.1% 16,402 $3.9M
Titan Global Capital Management USA LLC 0.62% Reduce -4.9% 18,493 $3.9M
Thompson Siegel & Walmsley LLC 0.06% Add +16.5% 18,292 $3.9M
Macquarie Group Ltd. 0.00% Add +18.2% 18,265 $3.9M
Verition Fund Management LLC 0.03% Add +283.2% 18,113 $3.8M
Cibc World Market Inc. 0.01% Reduce -0.0% 18,011 $3.8M
Creative Planning 0.00% Reduce -1.8% 17,837 $3.8M
NorthCoast Asset Management LLC 0.03% New 17,829 $3.8M
Ratan Capital Management LP 1.16% No change 17,742 $3.8M
Rosenblum Silverman Sutton S F Inc. 1.00% Add +0.8% 17,728 $3.7M
Investment Research & Advisory Group, Inc. 1.64% Add +0.4% 17,515 $3.7M
WCG Wealth Advisors LLC 0.27% Add +1.3% 17,497 $3.7M
Pacer Advisors, Inc. 0.01% Add +16.9% 17,410 $3.7M
Guggenheim Capital LLC 0.03% Reduce -1.3% 17,291 $3.7M
Natixis 0.02% Reduce -59.7% 17,110 $3.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -18.2% 16,907 $3.6M
Corient Private Wealth LP 0.01% Add +5.3% 16,897 $3.6M
US Bancorp \de 0.00% Add +1.1% 16,682 $3.5M
Tranquility Partners, LLC 1.34% Reduce -1.1% 16,506 $3.5M
Elo Mutual Pension Insurance Co 0.08% Reduce -1.8% 16,357 $3.5M
Meridian Wealth Advisors, LLC 0.61% Add +2.4% 16,107 $3.4M
Seven Eight Capital, LP 0.35% New 15,994 $3.4M
Orion Porfolio Solutions, LLC 0.04% Reduce -68.3% 15,955 $3.4M
Orion Portfolio Solutions, LLC 0.04% Reduce -68.3% 15,955 $3.4M
Vanguard Personalized Indexing Management, LLC 0.06% Add +10.9% 15,847 $3.3M
Oregon Public Employees Retirement Fund 0.07% Add +0.3% 15,668 $3.3M
Sectoral Asset Management Inc. 1.34% Add +10.6% 15,600 $3.3M
Virtu Financial LLC 0.23% Add +302.1% 15,574 $3.3M
Cannell & Spears LLC 0.07% Reduce -20.8% 15,511 $3.3M
Mariner, LLC 0.01% Reduce -0.0% 15,461 $3.3M
AE Wealth Management LLC 0.03% Add +10.3% 15,362 $3.2M
Invera Wealth Advisors, LLC 3.26% Add +0.3% 14,506 $3.2M
Swiss Life Asset Management Ltd 0.04% Add +26.5% 14,978 $3.2M
OneDigital Investment Advisors LLC 0.04% Reduce -39.3% 14,877 $3.1M
Bokf, NA 0.06% Reduce -7.5% 14,798 $3.1M
Y-Intercept (Hong Kong) Ltd 0.17% New 14,680 $3.1M
Wesbanco Bank Inc. 0.12% No change 14,674 $3.1M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.7% 14,628 $3.1M
Fairhaven Wealth Management, LLC 1.01% Add +1.1% 14,351 $3.0M
Maryland State Retirement & Pension System 0.05% No change 14,078 $3.0M
Mizuho Securities USA LLC 0.07% New 14,048 $3.0M
Clarkston Capital Partners, LLC 0.06% No change 14,000 $3.0M
Atle Fund Management AB 1.80% Add +39.0% 13,984 $3.0M
Pathstone Holdings, LLC 0.01% Reduce -24.4% 13,825 $2.9M
Kentucky Retirement Systems 0.08% Reduce -0.9% 13,730 $2.9M
Graphene Investments SAS 1.81% No change 13,600 $2.9M
MBB Public Markets I LLC 0.06% New 13,405 $2.8M
Certuity, LLC 0.22% New 13,275 $2.8M
Mercer Global Advisors Inc. 0.01% Add +21.1% 13,043 $2.7M
Richard Bernstein Advisors LLC 0.06% No change 12,609 $2.7M
Chartwell Investment Partners, LLC 0.09% No change 12,451 $2.6M
Banque Cantonale Vaudoise 0.10% Reduce -10.4% 12,375 $2.6M
SFE Investment Counsel 0.58% Add +287.8% 12,372 $2.6M
Raymond James Trust N.A. 0.06% Reduce -0.9% 12,361 $2.6M
Maia Wealth LLC 0.79% — 11,554 $2.6M
Crossmark Global Holdings, Inc. 0.05% Add +1.6% 12,319 $2.6M
Voya Financial Advisors, Inc. 0.29% Add +13.7% 12,199 $2.6M
Harrell Investment Partners, LLC 0.75% Add +2.4% 12,219 $2.6M
Integrated Advisors Network LLC 0.13% Add +1.9% 12,185 $2.6M
Eversept Partners, LP 0.20% No change 12,178 $2.6M
Geneos Wealth Management Inc. 0.11% Add +0.3% 12,178 $2.6M
Jag Capital Management, LLC 0.35% Reduce -0.2% 12,172 $2.6M
PGGM Investments 0.04% Add +55.8% 12,073 $2.6M
Spirepoint Private Client, LLC 0.36% Add +11.5% 12,060 $2.5M
Pinkerton Wealth, LLC 0.39% Add +8.4% 12,005 $2.5M
UniSuper Management Pty Ltd 0.02% Add +94.9% 11,751 $2.5M
Hartford Investment Management Co. 0.08% Reduce -1.1% 11,679 $2.5M
Townsquare Capital LLC 0.03% Add +37.4% 11,548 $2.4M
Oppenheimer Asset Management Inc. 0.03% Reduce -15.4% 11,386 $2.4M
Steinberg Asset Management LLC 1.88% Reduce -4.9% 11,329 $2.4M
Paloma Partners Management Co 0.26% New 11,171 $2.4M
Citizens Business Bank 0.50% Reduce -2.5% 11,151 $2.4M
Archford Capital Strategies, LLC 0.38% Add +3.5% 11,103 $2.3M
Ossiam 0.04% Add +12.0% 11,012 $2.3M
Nisa Investment Advisors, LLC 0.01% Reduce -42.3% 10,816 $2.3M
Banque Pictet & Cie SA 0.02% No change 10,750 $2.3M
Stonebridge Capital Advisors LLC 0.20% Add +6.5% 10,709 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -3.9% 10,661 $2.3M
Trexquant Investment LP 0.03% New 10,566 $2.2M
Global Retirement Partners, LLC 0.07% Add +5.6% 10,548 $2.2M
Securian Asset Management, Inc. 0.06% Reduce -3.1% 10,418 $2.2M
Entropy Technologies, LP 0.24% Add +31.6% 10,393 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -2.8% 10,300 $2.2M
Dynamic Technology Lab Private Ltd 0.25% Add +17.2% 10,293 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.4% 10,252 $2.2M
Bessemer Group Inc. 0.00% Reduce -99.2% 10,143 $2.1M
Smith Salley Wealth Management 0.15% Add +12.0% 10,016 $2.1M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 10,000 $2.1M
Arvest Investments, Inc. 0.34% Reduce -0.5% 9,950 $2.1M
Sumitomo Life Insurance Co. 0.05% Add +3.0% 9,928 $2.1M
Parsons Capital Management Inc. 0.14% Reduce -11.5% 9,921 $2.1M
Quantinno Capital Management LP 0.04% Add +33.9% 9,921 $2.1M
Bridges Investment Management Inc. 0.03% Add +692.9% 9,824 $2.1M
Unique Wealth Strategies, LLC 0.97% No change 8,185 $2.1M
Keybank National Association 0.01% Add +3.2% 9,704 $2.1M
XTX Topco Ltd 0.17% Add +16.6% 9,487 $2.0M
Laurion Capital Management LP 0.07% New 9,487 $2.0M
Pine Valley Investments Ltd Liability Co 0.15% Add +15.6% 9,431 $2.0M
First Business Financial Services, Inc. 0.21% Add +8.1% 9,213 $1.9M
New Mexico Educational Retirement Board 0.07% No change 9,200 $1.9M
Drucker Wealth 3.0, LLC 0.51% — 9,136 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.08% Add +3.0% 9,112 $1.9M
Wunderlich Capital Managemnt 0.86% Add +1.2% 9,110 $1.9M
Eagle Asset Management Inc. 0.01% Reduce -98.2% 9,180 $1.9M
First Trust Direct Indexing L.P. 0.12% Reduce -2.9% 9,027 $1.9M
Parallel Advisors, LLC 0.05% Add +3.5% 8,859 $1.9M
Knollwood Investment Advisory, LLC 0.20% New 8,700 $1.8M
Florida Trust Wealth Management Co 0.06% Reduce -4.2% 8,672 $1.8M
Metis Global Partners, LLC 0.06% Add +3.7% 8,669 $1.8M
O'shaughnessy Asset Management, LLC 0.02% Add +13.5% 8,513 $1.8M
Maxwell Wealth Strategies Inc. 0.87% Add +1.5% 8,425 $1.8M
Comprehensive Financial Consultants Institutional, Inc. 0.70% Add +10.4% 8,421 $1.8M
Central Valley Advisors, LLC 0.76% Add +5.8% 5,940 $1.8M
Cape Investment Advisory, Inc. 0.79% Reduce -0.1% 8,357 $1.8M
Copperleaf Capital, LLC 1.39% Add +0.8% 8,239 $1.7M
Illinois Municipal Retirement Fund 0.03% Reduce -17.3% 8,168 $1.7M
Otter Creek Advisors, LLC 1.11% Reduce -54.3% 8,080 $1.7M
OMERS ADMINISTRATION Corp 0.02% New 8,019 $1.7M
Aquila Investment Management LLC 1.59% No change 8,000 $1.7M
HF Advisory Group, LLC 0.87% Add +8.3% 7,988 $1.7M
Rakuten Investment Management, Inc. 0.01% Add +58.0% 7,755 $1.6M
Jennison Associates LLC 0.00% Reduce -94.5% 7,710 $1.6M
E. Ohman J:or Asset Management AB 0.04% No change 7,701 $1.6M
Boston Partners 0.00% Add +148.9% 7,670 $1.6M
Kestra Advisory Services, LLC 0.01% Add +21.9% 7,564 $1.6M
Silvercrest Asset Management Group LLC 0.01% Add +4.3% 7,527 $1.6M
Sciencast Management LP 0.55% New 7,490 $1.6M
Cunning Capital Partners, LP 0.88% No change 7,400 $1.6M
Vinva Investment Management Ltd 0.08% Add +10.4% 7,298 $1.6M
Boston Financial Mangement LLC 0.05% Add +13.6% 7,317 $1.5M
Carret Asset Management, LLC 0.18% Add +6.1% 7,311 $1.5M
Harbert Fund Advisors, LLC 1.23% Add +79.0% 7,250 $1.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -5.8% 6,545 $1.5M
CTC Alternative Strategies, Ltd. 0.65% New 7,200 $1.5M
Montanova Capital, LLC 0.06% No change 7,175 $1.5M
Acadian Asset Management LLC 0.00% Add +110.7% 7,078 $1.5M
Fisher Asset Management 0.00% Add +15.1% 7,057 $1.5M
Twin City Private Wealth, LLC 1.40% Add +9.1% 7,018 $1.5M
Public Sector Pension Investment Board 0.01% Reduce -95.5% 6,994 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.22% Add +20.6% 6,967 $1.5M
Vestcor Inc 0.05% No change 6,867 $1.5M
Carmel Capital Partners, LLC 0.61% Add +3.8% 6,837 $1.4M
Cwm, LLC 0.01% Add +21.2% 6,640 $1.4M
Garda Capital Partners LP 0.75% New 6,627 $1.4M
BOK Financial Private Wealth, Inc. 0.10% Add +1.3% 6,613 $1.4M
World Equity Group, Inc. 0.41% No change 6,569 $1.4M
Norinchukin Bank, The 0.04% Add +2.3% 6,530 $1.4M
Paradiem, LLC 0.34% Reduce -56.6% 6,454 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +134.8% 6,429 $1.4M
NEOS Investment Management LLC 0.06% Add +45.0% 6,416 $1.4M
GAM Holding AG 0.10% Reduce -0.1% 6,391 $1.4M
Byrne Asset Management LLC 1.12% Reduce -0.8% 6,320 $1.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.04% New 6,316 $1.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.28% Reduce -0.6% 6,285 $1.3M
Captrust Financial Advisors 0.00% Add +20.4% 6,261 $1.3M
Praxis Investment Management Inc. 0.09% No change 5,698 $1.3M
Fiduciary Trust Co 0.02% Add +16.4% 6,197 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +2.1% 6,184 $1.3M
Empirical Finance, LLC 0.08% Reduce -7.3% 6,171 $1.3M
North Star Asset Management Inc. 0.06% No change 6,140 $1.3M
QRG Capital Management, Inc. 0.02% Add +13.7% 6,060 $1.3M
Groupama Asset Managment 0.02% Add +87.9% 6,056 $1.3M
Stablepoint Partners, LLC 0.24% Add +9.3% 5,322 $1.3M
Power Wealth Management LLC 0.59% Add +68.1% 5,882 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -2.4% 5,877 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 5,799 $1.2M
Foundations Investment Advisors, LLC 0.03% Reduce -2.7% 5,793 $1.2M
Natixis Investment Managers International 0.09% Reduce -3.0% 5,745 $1.2M
Simplify Asset Management Inc. 0.11% New 5,743 $1.2M
Fifth Third Bancorp 0.00% Reduce -0.4% 5,719 $1.2M
Fox Run Management, L.L.C. 0.23% New 5,712 $1.2M
Advisory Services Network, LLC 0.02% Reduce -16.5% 5,661 $1.2M
Icon Advisers Inc. 0.27% Reduce -39.0% 5,638 $1.2M
NBT Bank, N.A. 0.08% Reduce -21.8% 5,471 $1.2M
Tidal Investments LLC 0.02% Reduce -28.4% 5,471 $1.2M
Fairbanks Capital Management, Inc. 0.76% Add +2.4% 5,446 $1.2M
Nan Shan Life Insurance Co., Ltd. 0.03% No change 5,430 $1.1M
Foresight Global Investors, Inc. 0.55% No change 5,413 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.3% 5,411 $1.1M
Herold Advisors, Inc. 0.26% No change 5,400 $1.1M
Concurrent Investment Advisors, LLC 0.04% Add +10.5% 5,378 $1.1M
One Wealth Map LLC 0.69% Reduce -1.2% 4,546 $1.1M
Knights of Columbus Asset Advisors LLC 0.07% Add +1.0% 5,232 $1.1M
Todd Asset Management LLC 0.02% No change 5,208 $1.1M
Headlands Technologies LLC 0.12% New 5,156 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +1.4% 5,151 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Add +132.7% 5,114 $1.1M
Boothbay Fund Management, LLC 0.04% New 5,099 $1.1M
Private Advisor Group, LLC 0.01% Add +8.1% 5,078 $1.1M
Mattson Financial Services, LLC 0.37% — 4,864 $1.0M
Bowman & Co S.C. 0.60% Add +9.2% 4,852 $1.0M
Wilkins Investment Counsel Inc. 0.15% Add +160.0% 4,810 $1.0M
L. Roy Papp & Associates, LLP 0.12% Reduce -2.3% 4,804 $1.0M
Mgo One Seven LLC 0.05% Add +35.1% 4,788 $1.0M
Partners Capital Investment Group, LLP 0.02% Add +100.0% 4,748 $1.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.12% Reduce -1.3% 4,751 $1.0M
Hanson & Doremus Investment Management 0.17% Add +13069.4% 4,741 $1.0M
First Horizon Advisors, Inc. 0.03% Reduce -0.8% 4,726 $999K
Choreo, LLC 0.02% New 4,742 $989K
Focus Partners Wealth 0.00% New 4,656 $984K
Laurel Wealth Advisors LLC 0.17% Add +2.0% 4,647 $983K
AlphaQuest LLC 0.13% Add +1656.7% 4,620 $977K
Cornerstone Advisors, LLC 0.04% Reduce -53.1% 4,600 $973K
Teza Capital Management LLC 0.12% Add +65.7% 4,566 $965K
MIdWestOne Financial Group, Inc. 0.17% Add +7.2% 4,554 $963K
Merit Financial Group, LLC 0.02% Add +28.6% 4,553 $963K
Meeder Advisory Services, Inc. 0.07% Add +43.0% 4,500 $951K
Qsemble Capital Management, LP 0.18% Add +186.9% 4,481 $947K
Apollon Wealth Management, LLC 0.03% Add +7.0% 4,447 $940K
Applied Finance Capital Management, LLC 0.04% New 4,423 $935K
Strategic Global Advisors, LLC 0.20% Add +1.9% 4,419 $934K
Capstone Investment Advisors, LLC 0.04% Reduce -28.1% 4,394 $929K
PFG Advisors 0.06% Reduce -19.2% 4,371 $924K
BNP Paribas 0.05% No change 4,328 $920K
Exchange Traded Concepts, LLC 0.02% Add +3.8% 4,290 $907K
Kintegral Advisory, LLC 0.09% Reduce -5.8% 4,289 $907K
GTS Securities LLC 0.02% Add +190.3% 4,209 $890K
Hutchens & Kramer Investment Management Group, LLC 0.49% Add +1.8% 4,258 $888K
Gilliland Jeter Wealth Management LLC 0.30% Reduce -6.9% 4,192 $886K
Stonebrook Private Inc. 0.25% Add +25.1% 4,177 $883K
Plato Investment Management Ltd 0.08% No change 4,108 $869K
BBR Partners, LLC 0.07% Add +0.6% 4,104 $868K
Lido Advisors, LLC 0.01% Add +0.5% 4,102 $868K
V-Square Quantitative Management LLC 0.14% Add +146.8% 4,092 $865K
Blair William & Co. 0.00% Add +8.8% 4,072 $861K
Investment Management Corp of Ontario 0.02% Add +37.3% 4,049 $856K
Burns Matteson Capital Management, LLC 0.53% Reduce -5.8% 3,983 $842K
HB Wealth Management, LLC 0.01% Add +66.2% 3,971 $840K
Clear Harbor Asset Management, LLC 0.07% Add +17.9% 3,919 $829K
Sanctuary Advisors, LLC 0.01% — 3,419 $803K
First Citizens Bank & Trust Co. 0.02% Add +12.1% 3,778 $799K
Beacon Financial Group 0.09% Reduce -4.0% 3,770 $797K
Financial Insights, Inc. 0.22% Reduce -21.3% 3,713 $785K
Dimension Capital Management LLC 0.16% No change 3,685 $779K
United Community Bank 0.31% Reduce -7.3% 3,677 $777K
Flputnam Investment Management Co. 0.01% Reduce -5.9% 3,636 $769K
Kelleher Financial Advisors 0.31% No change 3,622 $766K
Client 1ST Advisory Group, LLC 0.33% Add +8.4% 3,588 $759K
Lanark Financial, Inc. 0.07% Add +22.2% 3,567 $754K
MQS Management LLC 0.45% New 3,547 $750K
Scientech Research LLC 0.15% Add +105.7% 3,516 $743K
Allred Capital Management, LLC 0.28% Add +15.2% 3,455 $731K
Fulton Bank, N.A. 0.03% Reduce -1.8% 3,442 $728K
Atria Wealth Solutions, Inc. 0.01% Reduce -36.7% 3,423 $724K
Aspire Private Capital, LLC 0.19% Add +3.7% 3,400 $719K
IVC Wealth Advisors LLC 0.40% No change 3,375 $714K
Birchbrook, Inc. 0.42% Reduce -1.0% 3,311 $700K
Wealthfront Advisers LLC 0.00% Add +9.4% 3,298 $697K
Aigen Investment Management, LP 0.14% New 3,289 $695K
Alps Advisors Inc. 0.00% Reduce -4.0% 3,283 $694K
Baldwin Investment Management, LLC 0.09% No change 3,268 $691K
Global Trust Asset Management, LLC 0.28% No change 3,228 $683K
United Capital Financial Advisors, LLC 0.01% Reduce -6.9% 3,224 $682K
Quantbot Technologies LP 0.03% New 3,210 $679K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -10.5% 3,194 $675K
Greenleaf Trust 0.01% Reduce -1.1% 3,175 $671K
Liberty One Investment Management, LLC 0.07% Reduce -4.9% 3,144 $665K
Humankind Investments LLC 0.18% Add +183.5% 3,136 $663K
Polymer Capital Management (HK) LTD 0.13% Add +56.8% 3,135 $663K
Great Valley Advisor Group, Inc. 0.02% Reduce -9.1% 3,091 $654K
Cordgrass Capital Advisors, LLC 0.20% Add +1.2% 3,050 $645K
First Hawaiian Bank 0.02% Reduce -49.9% 3,048 $644K
Coldstream Capital Management Inc. 0.02% Reduce -19.2% 3,041 $643K
Brown Financial Advisors 0.29% — 3,036 $642K
Centaurus Financial, Inc. 0.04% Add +80.6% 3,023 $639K
Formula Growth Ltd. 0.23% Reduce -2.9% 3,010 $636K
Strategic Investment Advisors / MI 0.08% Reduce -1.5% 3,010 $636K
Aristeia Capital, L.L.C. 0.04% New 3,001 $635K
PKO Investment Management Joint-Stock Co 0.08% New 3,000 $634K
Bridgeway Capital Management, LLC 0.01% Reduce -74.6% 3,000 $634K
S&co Inc. 0.04% No change 3,000 $634K
GeoWealth Management, LLC 0.03% Add +72.1% 2,970 $628K
9258 Wealth Management, LLC 0.10% Add +6.5% 2,965 $627K
Strategic Blueprint, LLC 0.04% Reduce -14.7% 2,869 $607K
Brookstone Capital Management 0.01% Reduce -7.4% 2,624 $604K
Calydon Capital 0.11% Reduce -4.1% 2,851 $603K
Profund Advisors LLC 0.02% Reduce -0.8% 2,836 $600K
Great Lakes Advisors, LLC 0.01% Reduce -13.5% 2,821 $596K
MAI Capital Management 0.01% Add +141.8% 2,800 $592K
Perigon Wealth Management, LLC 0.02% Reduce -5.0% 2,794 $591K
Fuller & Thaler Asset Management, Inc. 0.00% Add +154.5% 2,784 $589K
Great Lakes Retirement, Inc. 0.08% Add +13.1% 2,706 $572K
Caprock Group, LLC 0.02% Add +24.6% 2,688 $568K
Snowden Capital Advisors LLC 0.02% Reduce -4.8% 2,685 $568K
Allianz SE 0.02% Add +3.1% 2,627 $555K
CreativeOne Wealth, LLC 0.03% Reduce -6.6% 2,614 $553K
Intact Investment Management Inc. 0.02% New 2,610 $552K
Pitcairn Co. 0.03% Add +0.5% 2,608 $551K
Outlook Wealth Advisors, LLC 0.17% Reduce -1.4% 2,596 $549K
Armstrong, Fleming & Moore, Inc 0.35% No change 2,595 $549K
Empowered Funds, LLC 0.01% Add +2.1% 2,566 $543K
Magnolia Capital Advisors LLC 0.30% Reduce -9.8% 2,541 $537K
Northeast Financial Consultants Inc 0.02% No change 2,540 $537K
Horizon Investments, LLC 0.01% Add +0.9% 2,513 $531K
Qtron Investments LLC 0.08% No change 2,476 $524K
Campbell & CO Investment Adviser LLC 0.04% Add +14.4% 2,468 $522K
Jasper Ridge Partners, L.P. 0.02% No change 2,459 $520K
Signaturefd, LLC 0.01% Reduce -8.3% 2,427 $513K
Blueshift Asset Management, LLC 0.17% New 2,426 $513K
Lake Street Advisors Group, LLC 0.02% Add +80.7% 2,421 $512K
Waldron Private Wealth LLC 0.02% Add +2.8% 2,411 $510K
Oak Thistle LLC 0.38% New 2,404 $508K
NewEdge Wealth, LLC 0.01% Reduce -2.4% 2,393 $506K
Vident Advisory, LLC 0.01% Add +19.0% 2,392 $506K
ProVise Management Group, LLC 0.04% Reduce -4.5% 2,390 $505K
Two Sigma Securities, LLC 0.02% New 2,368 $501K
Vestmark Advisory Solutions, Inc. 0.02% Add +0.2% 2,341 $495K
Annis Gardner Whiting Capital Advisors, LLC 0.14% Add +7.8% 2,311 $489K
Lecap Asset Management Ltd. 0.10% Reduce -67.0% 2,295 $485K
Petrus Trust Company, LTA 0.05% New 2,285 $483K
Roberts Capital Advisors, LLC 0.45% No change 1,864 $471K
Cary Street Partners Investment Advisory LLC 0.02% Add +62.4% 2,215 $468K
Kirtland Hills Capital Management, LLC 0.39% No change 2,206 $466K
Trust Asset Management LLC 0.04% No change 2,194 $464K
Meridian Wealth Management, LLC 0.06% New 2,181 $461K
Kuhn & Co Investment Counsel 0.41% No change 2,175 $460K
Integrated Wealth Concepts LLC 0.01% Reduce -0.4% 2,171 $459K
SpiderRock Advisors, LLC 0.01% Add +1.2% 2,166 $458K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -2.2% 2,160 $457K
Rathbones Group PLC 0.00% No change 2,160 $457K
Symmetry Partners, LLC 0.02% Reduce -12.2% 2,147 $454K
Advisory Alpha, LLC 0.02% Add +44.3% 2,137 $452K
Fiduciary Family Office, LLC 0.18% Reduce -2.6% 2,136 $452K
Inspire Advisors, LLC 0.06% Reduce -3.0% 2,134 $451K
Regatta Capital Group, LLC 0.10% Add +0.3% 2,133 $451K
FSB Premier Wealth Management, Inc. 0.20% Add +132.8% 2,128 $450K
MSH Capital Advisors LLC 0.15% Add +2.4% 2,114 $447K
John G Ullman & Associates Inc. 0.07% No change 2,100 $444K
Busey Bank 0.02% No change 2,095 $443K
Siemens Fonds Invest GmbH 0.03% Add +7.0% 2,077 $439K
Bank of Marin 0.38% Reduce -0.6% 2,060 $436K
Citizens Financial Group Inc. 0.01% New 2,056 $435K
Cook Wealth, LLC 0.23% Add +93.7% 1,861 $432K
Welch & Forbes LLC 0.01% Reduce -0.4% 2,012 $429K
iSAM Funds (UK) Ltd 0.32% New 2,008 $425K
Confluence Wealth Services, Inc. 0.03% Add +18.1% 2,008 $425K
Fosun International Ltd 0.14% No change 2,000 $423K
Ironsides Asset Advisors, LLC 0.14% No change 2,000 $423K
Heartwood Wealth Advisors LLC 0.05% New 1,997 $422K
Wedmont Private Capital 0.03% Add +10.0% 1,864 $418K
Level Four Advisory Services, LLC 0.02% Add +2.2% 1,976 $418K
Wintrust Investments LLC 0.03% No change 1,974 $417K
Park Avenue Securities LLC 0.01% Reduce -0.7% 1,947 $412K
Brown Advisory Inc. 0.00% Add +31.8% 1,944 $411K
Central Pacific Bank - Trust Division 0.05% Reduce -53.9% 1,934 $409K
Fortitude Family Office, LLC 0.23% Add +3.7% 1,921 $406K
Principle Wealth Partners LLC 0.03% No change 1,920 $406K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.9% 1,917 $405K
Banco BTG Pactual S.A. 0.10% New 1,629 $404K
Bayesian Capital Management, LP 0.05% New 1,900 $402K
Valeo Financial Advisors, LLC 0.01% Reduce -9.2% 1,898 $401K
Cigna Investments Inc. 0.07% Reduce -1.1% 1,895 $401K
HighPoint Advisor Group LLC 0.02% Reduce -4.8% 1,624 $399K
Nebula Research & Development LLC 0.06% New 1,865 $394K
Dohj, LLC 0.10% Add +11.3% 1,856 $392K
Regions Financial Corp. 0.00% Reduce -7.7% 1,855 $392K
Berry Wealth Group, LP 0.31% Add +9.0% 1,825 $386K
NorthRock Partners, LLC 0.01% Add +0.4% 1,825 $386K
Walleye Trading LLC 0.01% Add +358.7% 1,821 $385K
Edge Capital Group, LLC 0.02% No change 1,812 $383K
Prelude Capital Management, LLC 0.03% Add +82.6% 1,800 $381K
KRS Capital Management, LLC 0.28% No change 1,765 $373K
Ellevest, Inc. 0.02% Add +6.7% 1,762 $373K
Zacks Investment Management 0.00% Reduce -11.8% 1,745 $369K
Gratus Wealth Advisors, LLC 0.06% Reduce -4.3% 1,639 $368K
Milestone Asset Management, LLC 0.09% Add +15.0% 1,716 $363K
Meiji Yasuda Life Insurance Co 0.01% Reduce -5.5% 1,710 $362K
Dynamic Advisor Solutions LLC 0.01% Reduce -8.3% 1,705 $361K
TradeLink Capital LLC 1.04% New 1,700 $359K
Sterling Investment Counsel, LLC 0.14% Add +24.6% 1,677 $355K
Alliance Wealth Advisors, LLC 0.22% Reduce -5.4% 1,672 $354K
Virtue Capital Management, LLC 0.06% Add +2.6% 1,471 $353K
Marex Group Ltd 0.01% No change 1,668 $353K
Cutter & CO Brokerage, Inc. 0.08% No change 1,638 $346K
Advisors Asset Management, Inc. 0.01% Add +25.7% 1,632 $345K
Lyell Wealth Management, LP 0.03% No change 1,631 $345K
Tranquilli Financial Advisor LLC 0.23% Reduce -7.7% 1,654 $345K
Mission Wealth Management, LP 0.01% Add +3.4% 1,622 $343K
Center for Financial Planning, Inc. 0.05% Add +0.5% 1,612 $341K
Cumberland Partners Ltd 0.02% Reduce -10.9% 1,595 $337K
Kestra Private Wealth Services, LLC 0.01% Add +3.9% 1,587 $336K
Olympiad Research LP 0.25% Add +75.6% 1,577 $333K
EverSource Wealth Advisors, LLC 0.02% Add +5.5% 1,350 $332K
MTM Investment Management, LLC 0.14% Add +1.4% 1,566 $331K
Continuum Advisory, LLC 0.05% Add +3.3% 1,538 $325K
Gladstone Institutional Advisory LLC 0.02% Reduce -1.5% 1,537 $325K
Angeles Wealth Management, LLC 0.03% Add +0.6% 1,536 $325K
Fifth Third Wealth Advisors LLC 0.02% New 1,534 $324K
CX Institutional 0.02% Add +5.1% 1,533 $324K
Checchi Capital Advisers, LLC 0.03% Reduce -3.1% 1,519 $321K
Machina Capital S.A.S. 0.14% New 1,516 $321K
Clal Insurance Enterprises Holdings Ltd 0.00% New 1,500 $317K
Summit Trail Advisors, LLC 0.01% Reduce -2.5% 1,499 $317K
T. Rowe Price Investment Management, Inc. 0.00% Add +58.8% 1,483 $314K
Geller Advisors LLC 0.02% Add +0.3% 1,476 $312K
Ballentine Partners, LLC 0.01% Add +1.1% 1,440 $304K
Nova R Wealth, Inc. 0.16% No change 1,439 $304K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +1.2% 1,432 $303K
Elevation Point Wealth Partners, LLC 0.02% Add +2.7% 1,416 $299K
Peapack Gladstone Financial Corp. 0.00% Reduce -1.7% 1,416 $299K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Add +33.0% 1,410 $298K
Mutual Advisors, LLC 0.01% Add +6.1% 1,253 $297K
Quadcap Wealth Management, LLC 0.05% New 1,386 $293K
Modern Wealth Management, LLC 0.02% Reduce -1.9% 1,364 $288K
Jefferies Financial Group Inc. 0.01% Reduce -91.7% 1,361 $288K
Sustainable Growth Advisers, LP 0.00% Reduce -99.9% 1,359 $287K
Forum Financial Management, LP 0.01% Add +0.1% 1,351 $286K
Demars Financial Group, LLC 0.14% Reduce -0.2% 1,349 $285K
Richard W. Paul & Associates, LLC 0.11% Reduce -0.7% 1,343 $284K
Platform Technology Partners 0.10% — 1,340 $283K
Klingenstein Fields & Co. LP 0.01% No change 1,321 $279K
Raleigh Capital Management Inc. 0.12% Add +1.5% 1,320 $279K
Glenview Trust Co 0.01% New 1,317 $278K
Sherbrooke Park Advisers LLC 0.05% New 1,307 $276K
Peterson Wealth Services 0.10% Add +2.0% 1,302 $275K
Chicago Capital, LLC 0.01% No change 1,300 $275K
Veracity Capital LLC 0.11% Reduce -24.2% 1,297 $274K
Aprio Wealth Management, LLC 0.05% No change 1,269 $268K
Independent Advisor Alliance 0.01% Reduce -11.0% 1,259 $266K
Schechter Investment Advisors, LLC 0.02% Add +2.5% 1,254 $265K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -22.7% 1,217 $257K
Phoenix Financial Ltd. 0.00% Add +9.7% 1,205 $256K
Bridgefront Capital, LLC 0.11% Add +1.7% 1,205 $255K
Heartland Bank & Trust Co 0.14% New 1,202 $254K
Graypoint LLC 0.02% Add +47.3% 1,187 $251K
Cypress Wealth Services, LLC 0.06% Add +7.2% 1,180 $249K
Boston Mountain Money Management Inc. 0.16% Reduce -1.1% 1,178 $249K
Malaga Cove Capital, LLC 0.10% New 1,173 $248K
BSW Wealth Partners 0.04% Add +7.1% 1,172 $248K
Great Diamond Partners, LLC 0.06% Reduce -6.5% 1,169 $247K
Westpac Banking Corp. 0.02% No change 1,168 $247K
Ostrum Asset Management 0.02% Reduce -7.2% 1,167 $247K
First Foundation Advisors 0.01% Add +3.9% 1,161 $245K
Tiaa Trust, National Association 0.00% Add +0.5% 1,159 $245K
Phillips Wealth Planners LLC 0.26% Add +14.4% 1,153 $244K
High Net Worth Advisory Group LLC 0.07% No change 1,150 $243K
Trueblood Wealth Management, LLC 0.13% Add +0.3% 1,131 $239K
Concourse Financial Group Securities, Inc. 0.01% Add +1.4% 1,129 $239K
Spotlight Asset Group, Inc. 0.16% No change 1,115 $236K
SS&H Financial Advisors, Inc. 0.09% New 1,115 $235K
Ancora Advisors LLC 0.01% Reduce -6.3% 1,107 $234K
Williams Jones Wealth Management, LLC. 0.00% No change 1,104 $233K
Harbor Investment Advisory, LLC 0.02% Reduce -0.2% 1,096 $232K
E Fund Management Co., Ltd. 0.01% Reduce -73.6% 1,087 $230K
First Affirmative Financial Network 0.16% Reduce -1.6% 1,087 $230K
Keel Point, LLC 0.02% Reduce -10.1% 962 $229K
Shelton Capital Management 0.01% No change 1,083 $229K
Panagora Asset Management Inc. 0.00% Reduce -72.6% 1,081 $229K
MGB Wealth Management, LLC 0.08% No change 1,033 $227K
Bremer Bank National Association 0.04% Reduce -4.7% 1,074 $227K
Corton Capital Inc. 0.12% New 1,067 $226K
Barnes Pettey Financial Advisors, LLC 0.19% No change 1,048 $222K
First Long Island Investors, LLC 0.02% No change 1,038 $219K
Meadow Creek Wealth Advisors LLC 0.21% No change 1,037 $219K
SPC Financial, Inc. 0.02% New 1,026 $217K
Brooklyn Investment Group 0.09% No change 870 $217K
Rothschild Wealth LLC 0.07% Add +0.6% 1,017 $215K
Cim Investment Management Inc. 0.07% Reduce -1.2% 1,015 $215K
Oxford Asset Management LLP 0.21% New 1,008 $213K
FDx Advisors, Inc. 0.06% Reduce -10.4% 1,003 $212K
Capital Planning LLC 0.06% No change 1,000 $211K
Gabelli Funds LLC 0.00% Reduce -13.8% 1,000 $211K
Lebenthal Global Advisors, LLC 0.05% Add +1.3% 999 $211K
IFP Advisors, Inc 0.01% Add +120.9% 994 $210K
MassMutual Private Wealth & Trust, FSB 0.01% Add +39.2% 994 $210K
HBK Sorce Advisory LLC 0.01% Add +0.4% 993 $210K
Allworth Financial LP 0.00% Add +22.0% 932 $209K
Wetzel Investment Advisors, Inc. 0.12% Reduce -1.1% 826 $209K
&partners 0.01% New 973 $206K
Accretive Wealth Partners, LLC 0.09% No change 970 $205K
Beacon Pointe Advisors, LLC 0.00% Reduce -48.6% 968 $205K
Bridgewater Associates 0.00% Reduce -81.0% 968 $205K
Syon Capital LLC 0.02% Add +11.2% 967 $204K
Raffa Wealth Management, LLC 0.06% No change 964 $204K
State of Wyoming 0.03% Add +273.6% 964 $204K
1858 Wealth Management, LLC 0.17% New 960 $203K
Simmons Bank 0.02% New 960 $203K
Arkadios Wealth Advisors 0.01% Add +1.4% 959 $203K
Wexford Capital LP 0.05% Add +12.5% 952 $201K
TD Private Client Wealth LLC 0.01% Add +0.4% 951 $201K
Pinnacle Associates Ltd. 0.00% Add +1.0% 951 $201K
Brighton Jones LLC 0.01% No change 949 $201K
Premier Path Wealth Partners, LLC 0.03% Add +1.4% 949 $201K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% No change 940 $199K
Anchor Investment Management, LLC 0.02% No change 900 $190K
Hantz Financial Services, Inc. 0.00% Reduce -10.6% 885 $187K
Smithfield Trust Co 0.01% Add +41.8% 858 $183K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -63.3% 856 $181K
Lindbrook Capital, LLC 0.02% Add +1.4% 855 $181K
Penserra Capital Management LLC 0.00% Add +0.2% 840 $177K
GAMMA Investing LLC 0.02% Add +175.2% 809 $171K
Sentry Investment Management LLC 0.08% Reduce -17.0% 797 $169K
Quadrant Capital Group LLC 0.01% Reduce -0.8% 799 $169K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -45.9% 774 $164K
TD Waterhouse Canada Inc. 0.00% Add +4.4% 776 $162K
Huntington National Bank 0.00% Add +7.9% 753 $159K
Spire Wealth Management 0.01% Reduce -3.9% 720 $152K
Mather Group, Llc. 0.00% Add +11.6% 596 $151K
LRI Investments, LLC 0.02% Add +121.0% 654 $138K
Oakworth Capital, Inc. 0.01% Add +74.8% 638 $135K
EntryPoint Capital, LLC 0.06% Add +8771.4% 621 $131K
Hilltop National Bank 0.04% No change 619 $131K
Quarry LP 0.06% Add +272.9% 619 $131K
Salem Investment Counselors Inc. 0.00% No change 612 $129K
Icon Wealth Advisors, LLC 0.01% Reduce -58.5% 521 $128K
Wolff Wiese Magana LLC 0.10% New 605 $128K
Alta Advisers Ltd 0.06% No change 600 $127K
Smartleaf Asset Management LLC 0.02% Add +46.6% 585 $124K
Western Pacific Wealth Management, LP 0.09% No change 585 $124K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.9% 575 $122K
Cromwell Holdings LLC 0.07% — 545 $115K
Hall Laurie J Trustee 0.04% No change 540 $114K
ORG Partners LLC 0.01% Add +2376.2% 520 $108K
CENTRAL TRUST Co 0.00% No change 511 $108K
Caitlin John, LLC 0.08% Reduce -8.2% 502 $106K
Ofi Invest Asset Management 0.00% Add +6.8% 535 $106K
Parkside Financial Bank & Trust 0.02% Add +23.0% 486 $103K
Johnson Financial Group, Inc. 0.00% Reduce -0.4% 463 $98K
Colonial Trust Advisors 0.01% Reduce -10.2% 450 $95K
Private Trust Co. NA 0.01% Reduce -3.1% 438 $93K
HM Payson & Co. 0.00% No change 400 $85K
Paradigm Asset Management Co. LLC 0.02% No change 398 $84K
Coppell Advisory Solutions LLC 0.01% — 396 $84K
Janiczek Wealth Management, LLC 0.02% No change 362 $77K
Clearstead Trust, LLC 0.02% Add +25.0% 360 $76K
Peoples Bank 0.06% No change 337 $71K
Blue Trust, Inc. 0.00% Add +702.9% 281 $71K
Bay Harbor Wealth Management, LLC 0.02% Reduce -0.3% 333 $70K
GPS Wealth Strategies Group, LLC 0.01% No change 313 $66K
MV Capital Management, Inc. 0.01% Add +6.6% 306 $65K
Atlas Capital Advisors Inc. 0.01% Reduce -56.5% 300 $63K
Clearstead Advisors, LLC 0.00% No change 300 $63K
Farther Finance Advisors, LLC 0.00% Add +10.3% 301 $63K
Colonial Trust Co / SC 0.01% Add +40.2% 279 $59K
Crewe Advisors LLC 0.01% Add +7.5% 273 $58K
AllSquare Wealth Management LLC 0.03% Add +37.6% 249 $53K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 233 $49K
Quent Capital, LLC 0.00% No change 203 $43K
Rothschild Investment LLC 0.00% Add +22.7% 200 $42K
Covestor Ltd 0.03% Add +18.8% 183 $39K
Deseret Mutual Benefit Administrators 0.02% No change 180 $38K
Security National Bank 0.01% No change 178 $38K
J.Safra Asset Management Corp 0.00% Reduce -73.9% 170 $36K
CVA Family Office, LLC 0.01% Reduce -1.2% 165 $35K
Manchester Capital Management LLC 0.00% Add +159.7% 161 $34K
Creative Financial Designs Inc. 0.00% Add +302.6% 157 $33K
Chilton Capital Management LLC 0.00% Reduce -76.8% 156 $33K
International Assets Investment Management, LLC 0.00% New 152 $32K
Venturi Wealth Management, LLC 0.00% Add +248.8% 150 $32K
Zions Bancorporation, N.A. 0.00% Reduce -44.1% 148 $31K
Silver Oak Securities, Incorporated 0.00% Add +37.7% 146 $31K
University of Texas/Texas Am Investment Management Co. 0.01% Reduce -48.4% 145 $31K
Sunbelt Securities, Inc. 0.00% No change 140 $30K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +302.9% 141 $29K
Itau Unibanco Holding S.A. 0.00% New 137 $29K
Magellan Asset Management Ltd 0.00% No change 134 $28K
UMB Bank, n.a. 0.00% Add +23.1% 133 $28K
Brown, Lisle/Cummings, Inc. 0.01% No change 132 $28K
Opal Wealth Advisors, LLC 0.01% New 129 $27K
Riverview Trust Co 0.03% No change 127 $27K
Versant Capital Management, Inc 0.01% Add +733.3% 125 $26K
Farmers & Merchants Investments Inc. 0.00% No change 125 $26K
Rise Advisors, LLC 0.01% No change 124 $26K
Arax Advisory Partners 0.00% New 120 $25K
Castleview Partners, LLC 0.01% No change 120 $25K
Global Wealth Strategies & Associates 0.01% No change 118 $25K
St Germain D J Co. Inc. 0.00% No change 115 $24K
Caldwell Trust Co 0.00% No change 102 $22K
Harbour Investments, Inc. 0.00% Reduce -14.3% 102 $22K
Olistico Wealth, LLC 0.01% New 100 $21K
Blume Capital Management, Inc. 0.01% No change 100 $21K
Duncker Streett & Co. Inc. 0.00% No change 100 $21K
Community Bank, N.A. 0.00% No change 100 $21K
Jones Financial Companies LLLP 0.00% Add +177.8% 100 $21K
JFS Wealth Advisors, LLC 0.00% Add +2.2% 93 $20K
Leonteq Securities AG 0.00% Add +340.0% 88 $19K
China Universal Asset Management Co., Ltd. 0.00% No change 84 $18K
CNB Bank 0.01% No change 81 $17K
WR Wealth Planners, LLC 0.00% Add +19.4% 74 $16K
Avior Wealth Management, LLC 0.00% Reduce -72.2% 74 $16K
Carolinas Wealth Consulting LLC 0.00% Reduce -66.8% 71 $15K
Oliver Lagore Vanvalin Investment Group 0.00% No change 68 $14K
Main Street Group, LTD 0.01% No change 68 $14K
Red Tortoise LLC 0.01% No change 67 $14K
Emfo, LLC 0.01% No change 65 $14K
Tyler-Stone Wealth Management 0.01% No change 65 $14K
Cedar Mountain Advisors, LLC 0.00% No change 65 $14K
McIlrath & Eck, LLC 0.00% No change 65 $14K
Asset Dedication, LLC 0.00% No change 64 $14K
Fairman Group, LLC 0.01% No change 61 $13K
Pacific Capital Wealth Advisors, Inc. 0.00% New 58 $12K
Global X Japan Co., Ltd. 0.00% Reduce -10.8% 58 $12K
GW&K Investment Management, LLC 0.00% Add +17.0% 55 $12K
Beacon Capital Management, LLC 0.00% Add +89.7% 55 $12K
Salomon & Ludwin, LLC 0.00% Reduce -1.8% 54 $11K
Meeder Asset Management Inc. 0.00% Add +28.6% 54 $11K
Larson Financial Group LLC 0.00% No change 51 $11K
Frazier Financial Advisors, LLC 0.01% No change 50 $11K
Independence Bank of Kentucky 0.00% No change 50 $11K
Eagle Bay Advisors LLC 0.01% Add +13.9% 49 $10K
CoreCap Advisors, LLC 0.00% Add +2.1% 49 $10K
Financial Management Professionals, Inc. 0.00% Reduce -26.2% 45 $10K
Harvest Fund Management Co., Ltd 0.00% Reduce -91.9% 46 $10K
Ruedi Wealth Management, Inc. 0.00% Add +4.4% 47 $10K
AdvisorNet Financial, Inc 0.00% Reduce -13.2% 46 $10K
Clean Yield Group 0.00% No change 42 $9K
Bangor Savings Bank 0.00% No change 40 $8K
Bell Investment Advisors, Inc 0.00% Reduce -7.5% 37 $8K
Valley National Advisers Inc. 0.00% Reduce -5.6% 34 $7K
Capital Advisors, Ltd. LLC 0.00% Add +47.8% 34 $7K
TrinityBridge Ltd 0.00% No change 35 $7K
Carolina Wealth Advisors, LLC 0.00% No change 33 $7K
Cullen/Frost Bankers, Inc. 0.00% Add +153.8% 33 $7K
MCF Advisors LLC 0.00% Add +3100.0% 32 $7K
Assetmark, Inc. 0.00% Add +166.7% 32 $7K
Prestige Wealth Management Group LLC 0.00% No change 30 $6K
Central Bank & Trust Co. 0.00% Reduce -68.1% 30 $6K
Pier Capital, LLC 0.00% No change 30 $6K
Tortoise Investment Management, LLC 0.00% No change 30 $6K
Delta Asset Management LLC 0.00% No change 30 $6K
Aspect Partners, LLC 0.00% No change 29 $6K
Coston, McIsaac & Partners 0.00% No change 29 $6K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $6K
HHM Wealth Advisors, LLC 0.00% No change 23 $5K
Robinswood Financial LLC 0.00% No change 23 $5K
Front Row Advisors LLC 0.00% No change 23 $5K
M&R Capital Management Inc. 0.00% No change 23 $5K
Abound Wealth Management 0.00% No change 22 $5K
Sachetta, LLC 0.00% Add +90.0% 19 $5K
Bruce G. Allen Investments, LLC 0.00% Add +4.8% 22 $5K
Blue Bell Private Wealth Management, LLC 0.00% No change 22 $5K
Dunhill Financial, LLC 0.00% Add +26.7% 19 $4K
SYSTM Wealth Solutions LLC 0.00% No change 19 $4K
Roble, Belko & Company, Inc 0.00% No change 20 $4K
Triad Wealth Partners, LLC 0.00% New 18 $4K
SJS Investment Consulting Inc. 0.00% Reduce -91.7% 18 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +20.0% 18 $4K
SouthState Bank Corp 0.00% New 18 $4K
TFC Financial Management, Inc. 0.00% Reduce -5.6% 17 $4K
Westend Capital Management, LLC 0.00% No change 17 $4K
EnRich Financial Partners LLC 0.00% New 16 $3K
Webster Bank, N. A. 0.00% No change 16 $3K
Pineridge Advisors LLC 0.00% No change 15 $3K
Avion Wealth 0.00% No change 16 $3K
Trust Co. of Vermont 0.00% New 13 $3K
Sandy Spring Bank 0.00% Add +225.0% 13 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 12 $3K
ClariVest Asset Management LLC 0.00% Reduce -35.3% 11 $2K
Investors Research Corp 0.00% No change 11 $2K
Private Wealth Management Group, LLC 0.00% No change 10 $2K
Horizon Financial Services, LLC 0.00% No change 10 $2K
Cornerstone Planning Group LLC 0.00% Add +14.3% 8 $2K
True Wealth Design, LLC 0.00% Add +33.3% 8 $2K
Richardson Financial Services Inc. 0.00% No change 6 $1K
Trifecta Capital Advisors, LLC 0.00% No change 6 $1K
Lynx Investment Advisory 0.00% — 5 $1K
TD Capital Management LLC 0.00% No change 5 $1K
Global Financial Private Client, LLC 0.00% No change 4 $846
Core Alternative Capital 0.00% No change 4 $846
Sound Income Strategies, LLC 0.00% New 4 $846
Tradewinds Capital Management, LLC 0.00% New 3 $635
Kimelman & Baird, LLC 0.00% — 3 $635
CarsonAllaria Wealth Management, Ltd. 0.00% No change 3 $634
Nvwm, LLC 0.00% Reduce -25.0% 3 $634
PEAK6 Investments LLC 0.00% Reduce -99.8% 3 $582
Valued Wealth Advisors LLC 0.00% New 2 $423
Riggs Asset Managment Co. Inc. 0.00% Add +100.0% 2 $423
WestEnd Advisors, LLC 0.00% Reduce -33.3% 2 $423
Financial Network Wealth Advisors LLC 0.00% New 1 $211
SOA Wealth Advisors, LLC. 0.00% No change 1 $211
Strengthening Families & Communities, LLC 0.00% New 2 $0

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