Iqvia HoldingsIQV

13F holders, Q4 2024 (December 31)
1,003holders −60
64new positions
172sold out
11famous investors
$196.57avg. 13F price*

At the end of Q4 2024, 1,003 institutions reported holding Iqvia Holdings Inc. (IQV) in their 13F filings, down 60 from Q3 2024. 64 opened new positions and 172 sold out. The largest holders were Vanguard Group Inc. ($4.0B), BlackRock, Inc. ($3.0B) and Harris Associates (Oakmark Funds) ($2.2B). 11 famous investors held it, including Bill Nygren (3.7% of Harris Associates (Oakmark Funds)'s portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions64$218.4M
Exits172$843.1M

All 13F filers, Q3 2024 → Q4 2024: 13,992,102 shares bought and 16,870,564 shares sold, net −2,878,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,003 holders

Vanguard Group Inc. 0.07% Add +0.5% 20,131,734 $4.0B
BlackRock, Inc. 0.06% Add +2.2% 15,503,742 $3.0B
Harris Associates (Oakmark Funds) 3.69% Add +11.4% 11,335,677 $2.2B
State Street Corp. 0.06% Add +1.5% 7,880,757 $1.5B
Canada Pension Plan Investment Board 0.80% Add +20.0% 4,282,024 $841.5M
Geode Capital Management, LLC 0.06% Add +1.9% 4,175,524 $818.3M
Alliancebernstein L.P. 0.24% Reduce -7.7% 3,594,040 $706.3M
Morgan Stanley 0.05% Reduce -5.6% 3,579,114 $703.3M
Farallon Capital Management, L.L.C. 3.24% Reduce -1.5% 3,123,151 $613.7M
Lazard Asset Management LLC 0.82% Reduce -21.4% 2,622,280 $515.3M
Invesco Ltd. 0.09% Add +53.5% 2,590,260 $509.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.47% Add +2.5% 2,438,726 $481.4M
Longview Partners (Guernsey) LTD 3.16% Reduce -4.1% 2,152,444 $423.0M
Cantillon Capital Management LLC 2.45% Add +12.3% 2,066,144 $406.0M
Northern Trust Corp. 0.05% Add +16.2% 1,791,229 $352.0M
Goldman Sachs Group Inc. 0.07% Add +8.8% 1,789,491 $351.7M
JPMorgan Chase & Co. 0.03% Reduce -5.4% 1,746,480 $343.2M
Norges Bank 0.04% Add +1.3% 1,710,045 $336.0M
Capital Research Global Investors 0.06% Add +0.2% 1,535,854 $301.8M
Nordea Investment Management AB 0.29% Add +47.4% 1,405,281 $277.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +13.6% 1,393,140 $273.8M
Dimensional Fund Advisors LP 0.07% Add +18.2% 1,387,862 $272.7M
Millennium Management 0.24% Add +301.6% 1,370,570 $269.3M
Bank of America Corp. 0.02% Add +30.3% 1,255,535 $246.7M
Charles Schwab Investment Management Inc. 0.05% Add +3.7% 1,246,890 $245.0M
CIBC Private Wealth Group LLC 0.44% Reduce -15.2% 1,186,464 $242.4M
Raymond James Financial Inc. 0.09% — 1,201,567 $236.1M
Legal & General Group Plc 0.06% Reduce -3.1% 1,158,581 $227.7M
FMR LLC 0.01% Reduce -60.6% 1,137,512 $223.5M
American Century Companies Inc. 0.13% Add +396.0% 1,134,737 $223.0M
Bank of New York Mellon Corp 0.04% Reduce -3.9% 1,082,854 $212.8M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +2.6% 1,049,912 $206.3M
Ameriprise Financial Inc. 0.05% Add +1.5% 971,133 $190.8M
D. E. Shaw & Co. 0.23% Add +211.2% 965,302 $189.7M
Marshall Wace, LLP 0.24% Add +85.4% 954,294 $187.5M
Amundi 0.06% Reduce -31.8% 878,152 $179.4M
Deutsche Bank AG 0.06% Add +1.3% 819,928 $161.1M
UBS Group AG 0.03% Add +70.6% 777,227 $152.7M
Two Sigma Investments, LP 0.36% Add +98.4% 767,979 $150.9M
JARISLOWSKY, FRASER Ltd 0.82% Reduce -4.0% 719,874 $140.3M
B. Metzler seel. Sohn & Co. AG 1.27% Add +0.4% 625,712 $123.0M
KBC Group NV 0.33% Add +68.5% 616,299 $121.1M
FIL Ltd 0.11% Reduce -17.3% 603,094 $118.5M
Capital World Investors 0.02% Reduce -11.8% 587,870 $115.5M
Franklin Resources Inc. 0.03% Add +4.7% 525,489 $103.3M
Swiss National Bank 0.07% Reduce -4.8% 514,980 $101.2M
Holocene Advisors, LP 0.32% Add +163.6% 503,803 $99.0M
BNP Paribas Financial Markets 0.07% Add +66.5% 476,442 $93.6M
Royal Bank of Canada 0.02% Add +4.2% 472,186 $92.8M
Douglass Winthrop Advisors, LLC 1.80% Add +7.6% 471,533 $92.7M
Two Sigma Advisers, LP 0.21% Add +333.8% 471,100 $92.6M
Qube Research & Technologies Ltd 0.15% Reduce -7.6% 453,731 $89.2M
Manufacturers Life Insurance Company, The 0.08% Reduce -0.4% 453,223 $89.1M
Nuveen Asset Management, LLC 0.03% Reduce -28.7% 451,636 $88.8M
Loomis Sayles & Co. L P 0.11% Reduce -37.1% 438,306 $86.1M
AQR Capital Management 0.11% Add +125.3% 427,244 $84.0M
Earnest Partners LLC 0.37% Add +19.3% 426,399 $83.8M
Rhumbline Advisers 0.07% Add +3.1% 419,727 $82.5M
HSBC Holdings PLC 0.05% Add +5.1% 416,381 $81.9M
Envestnet Asset Management Inc. 0.03% Reduce -30.8% 416,511 $81.8M
Cadian Capital Management, LP 4.53% New 400,000 $78.6M
Barclays PLC 0.04% Add +33.9% 371,602 $73.0M
Parnassus Investments, LLC 0.15% Reduce -5.2% 334,178 $65.7M
California Public Employees Retirement System 0.04% Reduce -6.1% 327,430 $64.3M
California State Teachers Retirement System 0.07% Reduce -0.4% 309,603 $60.8M
Public Employees Retirement Association of Colorado 0.24% Reduce -4.0% 309,070 $60.7M
EULAV Asset Management 1.46% No change 309,000 $60.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Reduce -57.0% 301,303 $59.2M
Primecap Management Co. 0.04% Reduce -9.5% 294,989 $58.0M
T. Rowe Price Associates Inc. 0.01% Reduce -30.1% 288,512 $56.7M
Rockefeller Capital Management L.P. 0.15% Reduce -23.2% 288,103 $56.6M
National Pension Service 0.05% Reduce -34.0% 287,341 $56.5M
Glenmede Trust Co. NA 0.29% Reduce -7.0% 285,031 $56.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Add +179.5% 280,900 $55.2M
Handelsbanken Fonder AB 0.20% Reduce -1.4% 263,663 $51.8M
Criteria Caixa, S.A.U. 7.33% Add +11.2% 260,633 $51.2M
Assenagon Asset Management S.A. 0.09% Reduce -17.9% 255,602 $50.2M
Cerity Partners LLC 0.11% Reduce -16.0% 249,219 $49.5M
Worldquant Millennium Advisors LLC 0.30% Add +1537.3% 235,444 $46.3M
Premier Fund Managers Ltd 1.62% No change 230,000 $45.4M
CIBC Asset Management Inc 0.15% Reduce -12.8% 229,989 $45.2M
Connor, Clark & Lunn Investment Management Ltd. 0.20% Add +789.9% 227,512 $44.7M
2Xideas AG 5.93% Add +14.5% 225,423 $44.3M
Neuberger Berman Group LLC 0.04% Reduce -7.7% 225,159 $44.3M
Bank of Montreal 0.02% Reduce -11.1% 216,088 $42.5M
Schwartz Investment Counsel Inc. 1.51% No change 213,290 $41.9M
CI Investments Inc. 0.16% Add +91.8% 210,636 $41.4M
First Manhattan Co. Llc. 0.12% Add +7.9% 205,551 $40.4M
Country Trust Bank 1.01% Reduce -4.0% 204,771 $40.2M
Hardman Johnston Global Advisors LLC 1.64% Reduce -11.7% 202,170 $39.7M
Impax Asset Management Group plc 0.18% Reduce -88.8% 201,203 $39.5M
Principal Financial Group Inc. 0.02% Reduce -4.4% 199,865 $39.3M
Tybourne Capital Management (hk) Ltd. 9.83% Add +32.2% 199,290 $39.2M
DekaBank Deutsche Girozentrale 0.07% No change 198,648 $38.9M
Voloridge Investment Management, LLC 0.14% Add +325.8% 194,103 $38.1M
Stifel Financial Corp. 0.04% Reduce -52.0% 174,366 $34.3M
State Board of Administration of Florida Retirement System 0.06% Reduce -0.3% 168,548 $33.1M
Truist Financial Corp. 0.05% Reduce -59.0% 168,411 $33.1M
STRS Ohio 0.13% Reduce -14.0% 163,500 $32.1M
Natixis Advisors, LLC 0.06% Reduce -35.0% 159,437 $31.3M
Snyder Capital Management L P 0.64% Reduce -2.0% 156,879 $30.8M
New York State Teachers Retirement System 0.06% Reduce -7.2% 154,869 $30.4M
CANADA LIFE ASSURANCE Co 0.05% Reduce -0.2% 152,410 $29.9M
Northwestern Mutual Wealth Management Co. 0.03% Add +51.6% 152,384 $29.9M
Credit Agricole S A 0.10% Reduce -9.9% 150,588 $29.6M
Marathon Asset Management Ltd 0.82% Reduce -4.6% 149,793 $29.4M
Candriam S.C.A. 0.17% Reduce -62.0% 147,903 $29.1M
Janus Henderson Group PLC 0.01% Reduce -5.4% 145,247 $28.5M
Bradley Foster & Sargent Inc. 0.47% Reduce -31.6% 142,260 $28.0M
Massachusetts Financial Services Co. 0.01% Add +5.6% 142,249 $28.0M
Korea Investment CORP 0.07% Reduce -32.5% 141,077 $27.7M
Wells Fargo & Company 0.01% Reduce -57.5% 137,857 $27.1M
Washington Trust Advisors, Inc. 2.24% Reduce -2.9% 136,409 $26.8M
Federated Hermes, Inc. 0.06% Reduce -20.9% 134,934 $26.5M
Boston Family Office LLC 1.82% Reduce -0.8% 134,939 $26.5M
Compagnie Lombard Odier SCmA 0.39% Reduce -18.4% 132,971 $26.1M
Associated Banc-Corp 0.79% Add +2.7% 132,772 $26.1M
Skandinaviska Enskilda Banken AB (publ) 0.12% Reduce -12.8% 131,592 $26.0M
MML Investors Services, LLC 0.09% Reduce -2.8% 130,594 $25.7M
Russell Investments Group, Ltd. 0.04% Add +9.4% 129,841 $25.5M
Aviso Financial Inc. 1.28% Add +3.4% 129,467 $25.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% — 127,994 $25.2M
Thompson Siegel & Walmsley LLC 0.39% Add +469.0% 126,845 $24.9M
Tran Capital Management, L.P. 2.79% Reduce -7.9% 125,113 $24.6M
Citigroup Inc. 0.02% Add +73.7% 123,530 $24.3M
Howard Capital Management Group, LLC 1.64% Add +1.6% 121,894 $24.0M
Whittier Trust Co. 0.31% Reduce -0.5% 119,077 $23.4M
HighTower Advisors, LLC 0.03% Reduce -16.8% 118,168 $23.2M
Lansforsakringar Fondforvaltning AB (publ) 0.09% — 116,822 $23.0M
Robeco Institutional Asset Management B.V. 0.04% Reduce -2.7% 115,147 $22.6M
PFM Health Sciences, LP 1.72% No change 111,854 $22.0M
Van Eck Associates Corp. 0.03% Reduce -8.1% 111,088 $21.8M
Aviva PLC 0.06% Reduce -42.3% 109,678 $21.6M
Nichols & Pratt Advisers LLP 1.43% Add +2.7% 109,144 $21.4M
Philadelphia Trust Co. 1.57% Reduce -1.0% 108,672 $21.4M
Pictet Asset Management Holding SA 0.02% Add +12.7% 105,227 $20.7M
Prudential Financial Inc. 0.03% Reduce -8.3% 104,424 $20.5M
New York State Common Retirement Fund 0.03% Reduce -5.0% 102,522 $20.1M
APG Asset Management N.V. 0.06% Add +516.8% 105,871 $20.1M
WASHINGTON TRUST Co 0.71% Reduce -2.4% 101,414 $19.9M
State of Wisconsin Investment Board 0.05% Reduce -24.8% 100,777 $19.8M
LPL Financial LLC 0.01% Add +1.4% 96,506 $19.0M
Danske Bank A/S 0.06% Reduce -16.4% 96,118 $18.9M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -2.3% 96,030 $18.9M
Crestwood Advisors Group, LLC 0.35% Reduce -44.7% 95,316 $18.7M
Erste Asset Management GmbH 0.22% Add +0.4% 91,352 $18.1M
Man Group plc 0.06% Reduce -34.9% 90,974 $17.9M
Stack Financial Management, Inc 1.60% Reduce -2.4% 89,096 $17.5M
Susquehanna International Group, LLP 0.03% Add +34.8% 88,796 $17.4M
Victory Capital Management Inc. 0.02% Reduce -9.2% 88,756 $17.4M
Swedbank AB 0.02% Reduce -3.5% 88,257 $17.3M
Citadel Advisors 0.02% Reduce -37.0% 87,937 $17.3M
Heritage Investors Management Corp. 0.56% Add +9.6% 87,744 $17.2M
Arvest Bank Trust Division 1.03% Reduce -2.0% 87,145 $17.1M
Sei Investments Co. 0.02% Add +4.7% 86,503 $17.0M
BLI - Banque de Luxembourg Investments 0.46% — 85,770 $16.9M
Sequoia Financial Advisors, LLC 0.16% Add +13.7% 85,299 $16.8M
Ensign Peak Advisors, Inc 0.03% Reduce -20.4% 84,950 $16.7M
State of Tennessee, Department of Treasury 0.06% Reduce -3.9% 84,749 $16.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Reduce -15.9% 84,573 $16.6M
Nicholas Company, Inc. 0.27% Add +0.4% 84,404 $16.6M
National Bank of Canada 0.02% Reduce -54.4% 82,668 $16.2M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -4.5% 81,783 $16.1M
Trajan Wealth LLC 0.87% Add +4.1% 80,202 $15.8M
DNB Asset Management AS 0.07% Add +39.3% 79,619 $15.6M
Treasurer of the State of North Carolina 0.06% Add +0.6% 79,272 $15.6M
Van Lanschot Kempen Investment Management N.V. 0.15% Reduce -35.9% 78,981 $15.5M
TD Asset Management Inc 0.01% Add +6.5% 78,019 $15.3M
Schroder Investment Management Group 0.01% Add +4.5% 77,715 $15.3M
Community Trust & Investment Co. 0.94% Add +4.9% 77,240 $15.2M
Royal London Asset Management Ltd. 0.04% Reduce -81.6% 76,557 $15.0M
LGT Capital Partners LTD. 0.56% New 75,100 $14.8M
AXA S.A. 0.04% Add +0.4% 74,826 $14.7M
Edmond DE Rothschild Holding S.A. 0.25% Add +1.3% 74,624 $14.7M
Twinbeech Capital LP 0.25% Reduce -27.4% 74,101 $14.6M
Tower Bridge Advisors 1.57% Reduce -1.9% 74,055 $14.6M
Aberdeen Group plc 0.03% Reduce -12.3% 71,965 $14.2M
Commerce Bank 0.09% Add +1.6% 71,898 $14.1M
Mn Services Vermogensbeheer B.V. 0.09% No change 71,200 $14.0M
Allianz Asset Management GmbH 0.02% Reduce -50.1% 70,521 $13.9M
Asset Management One Co., Ltd. 0.05% Reduce -3.3% 68,749 $13.7M
Federation des caisses Desjardins du Quebec 0.07% Reduce -17.8% 69,266 $13.6M
Bruni J V & Co. 1.51% New 67,700 $13.3M
Steward Partners Investment Advisory, LLC 0.12% Add +1.9% 67,473 $13.3M
Mediolanum International Funds Ltd 0.17% Reduce -65.0% 66,787 $13.2M
Kornitzer Capital Management Inc. 0.26% Reduce -31.9% 66,262 $13.0M
State of New Jersey Common Pension Fund D 0.05% Reduce -0.9% 65,908 $13.0M
Varma Mutual Pension Insurance Co 0.10% Reduce -9.9% 64,450 $12.7M
Trillium Asset Management, LLC 0.33% Reduce -2.8% 64,265 $12.6M
Cetera Investment Advisers 0.03% Reduce -12.0% 64,157 $12.6M
Allspring Global Investments Holdings, LLC 0.02% Reduce -14.0% 64,002 $12.5M
Andra AP-fonden 0.20% Add +21.9% 63,000 $12.4M
Tredje AP-fonden 0.11% Add +309.2% 62,731 $12.3M
KLP Kapitalforvaltning As 0.06% — 62,675 $12.3M
Public Employees Retirement System of Ohio 0.04% Reduce -5.4% 61,929 $12.2M
Toronto Dominion Bank 0.02% Add +2.3% 61,774 $12.1M
Capital Fund Management S.A. 0.12% New 61,482 $12.1M
Baird Financial Group, Inc. 0.02% Add +2.2% 61,023 $12.0M
Running Oak Capital LLC 1.56% Add +17.9% 60,898 $12.0M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -1.5% 58,365 $12.0M
World Investment Advisors 0.32% Reduce -2.9% 59,989 $11.8M
First Trust Advisors LP 0.01% Add +15.3% 59,966 $11.8M
GDS Wealth Management 1.07% Add +8.4% 59,529 $11.7M
McGuire Investment Group, LLC 1.69% Reduce -0.2% 59,413 $11.7M
Calamos Advisors LLC 0.08% Reduce -39.3% 59,195 $11.6M
Eastern Bank 0.22% Reduce -1.9% 59,042 $11.6M
Punch & Associates Investment Management, Inc. 0.64% New 58,974 $11.6M
Markel Group 0.10% No change 58,726 $11.5M
Prudential PLC 0.06% Add +39.0% 58,523 $11.5M
Focus Partners Wealth 0.03% Add +889.5% 58,156 $11.4M
Boone Capital Management LLC 3.79% Reduce -15.4% 57,141 $11.2M
Nixon Peabody Trust Co. 0.93% Reduce -22.6% 57,139 $11.2M
Voya Investment Management LLC 0.01% Reduce -26.8% 56,951 $11.2M
Resona Asset Management Co.,Ltd. 0.06% Reduce -7.5% 55,043 $10.8M
Morningstar Investment Services LLC 0.98% Reduce -90.8% 54,679 $10.7M
Wilkins Investment Counsel Inc. 1.55% Add +630.2% 54,657 $10.7M
Nomura Asset Management Co. Ltd. 0.03% Add +0.2% 54,290 $10.7M
Vontobel Holding Ltd. 0.04% Reduce -14.8% 53,309 $10.5M
Invenomic Capital Management LP 0.59% New 53,149 $10.4M
Bank of Nova Scotia 0.02% Add +66.5% 52,927 $10.4M
Arizona State Retirement System 0.06% Reduce -0.9% 51,773 $10.2M
Whittier Trust Co. of Nevada Inc. 0.25% Add +4.9% 51,614 $10.1M
Squarepoint Ops LLC 0.03% Reduce -49.5% 51,041 $10.0M
Osaic Holdings, Inc. 0.02% Add +30.7% 61,430 $10.0M
M&T Bank Corp 0.03% Reduce -26.6% 50,962 $10.0M
Lynwood Price Capital Management LP 6.86% — 50,700 $10.0M
Sawgrass Asset Management LLC 1.09% Reduce -6.6% 50,539 $9.9M
Jane Street Group, LLC 0.02% Add +10.3% 50,521 $9.9M
Jefferies Financial Group Inc. 0.11% Add +147.8% 50,476 $9.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +6.9% 50,001 $9.8M
PNC Financial Services Group, Inc. 0.01% Reduce -1.4% 49,636 $9.8M
Cresset Asset Management, LLC 0.05% Reduce -27.9% 49,625 $9.8M
Assetmark, Inc. 0.03% Add +21537.3% 49,333 $9.7M
Sheets Smith Wealth Management 1.18% No change 48,995 $9.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +0.2% 48,945 $9.6M
Addenda Capital Inc. 0.34% Add +7.8% 48,662 $9.6M
Middleton & Co. Inc. 1.05% Add +1.3% 48,438 $9.5M
Acadian Asset Management LLC 0.03% Reduce -51.5% 47,108 $9.3M
Dana Investment Advisors, Inc. 0.31% Reduce -51.8% 47,063 $9.2M
Renaissance Technologies 0.01% Reduce -26.3% 46,847 $9.2M
State of Michigan Retirement System 0.05% Reduce -0.8% 46,794 $9.2M
MetLife Investment Management, LLC 0.05% Add +1.3% 46,670 $9.2M
Ecofi Investissements SA 5.65% Add +1.7% 50,150 $9.1M
Curi Capital, LLC 0.21% Add +0.1% 46,025 $9.0M
Sendero Wealth Management, LLC 1.32% Add +25.4% 45,221 $8.9M
Mackenzie Financial Corp. 0.01% Reduce -58.3% 45,176 $8.9M
Bellevue Group AG 0.17% Reduce -65.5% 44,833 $8.8M
Tudor Investment Corporation 0.09% Add +112.4% 44,622 $8.8M
Daiwa Securities Group Inc. 0.04% Add +17.7% 44,302 $8.7M
Tidal Investments LLC 0.07% Add +633.1% 43,841 $8.6M
Nippon Life Global Investors Americas, Inc. 0.39% Reduce -9.3% 43,330 $8.5M
Exencial Wealth Advisors, LLC 0.31% Reduce -4.8% 42,856 $8.4M
Generate Investment Management Ltd 0.58% New 42,042 $8.3M
Ieq Capital, LLC 0.08% Add +109.5% 41,521 $8.2M
Forsta Ap-Fonden 0.06% Reduce -26.5% 41,300 $8.1M
Corebridge Financial, Inc. 0.04% Reduce -6.0% 41,116 $8.1M
Lombard Odier Asset Management (Europe) Ltd 0.53% Reduce -39.9% 40,027 $7.9M
Cannell & Spears LLC 0.16% Add +107.6% 39,888 $7.8M
Adage Capital Partners Gp, L.L.C. 0.01% Add +63.7% 38,860 $7.6M
Telos Capital Management, Inc. 0.81% Add +0.2% 38,833 $7.6M
Motco 0.78% Add +2.2% 38,561 $7.6M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -21.8% 37,762 $7.4M
Thrivent Financial for Lutherans 0.01% Reduce -12.6% 37,742 $7.4M
Comerica Bank 0.03% Reduce -9.9% 37,487 $7.4M
Czech National Bank 0.07% Add +6.0% 37,386 $7.3M
Retirement Systems of Alabama 0.03% Reduce -1.3% 37,333 $7.3M
NFJ Investment Group, LLC 0.23% Add +20.5% 36,893 $7.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -2.8% 36,663 $7.2M
Janney Montgomery Scott LLC 0.02% Add +3.3% 36,512 $7.2M
Callahan Advisors, LLC 0.66% Add +10.9% 35,719 $7.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Reduce -16.3% 35,456 $7.0M
Agf Management Ltd. 0.03% Reduce -93.9% 35,260 $6.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +14.8% 34,904 $6.9M
Marks Group Wealth Management, Inc 0.67% Reduce -0.4% 34,466 $6.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 33,856 $6.7M
Storebrand Asset Management As 0.02% Reduce -24.0% 33,805 $6.6M
Amalgamated Bank 0.05% Reduce -2.8% 33,738 $6.6M
IFM Investors Pty Ltd 0.07% Reduce -9.5% 33,653 $6.6M
Sone Capital Management, LLC 0.83% — 33,563 $6.6M
Vision Capital Management, Inc. 0.95% Reduce -0.0% 32,924 $6.5M
Edgestream Partners, L.P. 0.28% New 32,900 $6.5M
First American Trust, FSB 0.64% Reduce -2.2% 32,846 $6.5M
Mutual of America Capital Management LLC 0.07% Add +49.9% 32,030 $6.3M
Bokf, NA 0.11% Add +29.0% 30,766 $6.3M
ProShare Advisors LLC 0.01% Add +8.4% 31,579 $6.2M
Gotham Asset Management 0.06% Add +11.8% 31,359 $6.2M
Quantbot Technologies LP 0.22% Add +97.8% 31,062 $6.1M
Utah Retirement Systems 0.06% Add +0.3% 29,959 $5.9M
Principal Securities, Inc. 0.13% Add +7.4% 29,696 $5.8M
Rhenman & Partners Asset Management AB 0.59% Reduce -39.6% 29,000 $5.7M
State of Alaska, Department of Revenue 0.06% Reduce -1.6% 28,887 $5.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.5% 28,533 $5.6M
USS Investment Management Ltd 0.04% Reduce -12.0% 27,771 $5.5M
Cibc World Markets Corp. 0.03% Add +15.0% 27,629 $5.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -76.5% 27,288 $5.4M
Forte Capital LLC 0.60% Reduce -31.7% 27,081 $5.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.78% Reduce -24.1% 26,944 $5.3M
US Bancorp \de 0.01% Reduce -0.8% 26,844 $5.3M
Xponance LLC 0.05% Reduce -0.0% 26,708 $5.2M
Police & Firemen's Retirement System of New Jersey 0.05% — 26,172 $5.1M
Tocqueville Asset Management L.P. 0.08% Add +6.3% 26,147 $5.1M
Commonwealth Equity Services, LLC 0.01% Add +0.6% 26,104 $5.1M
Himension Capital (singapore) Pte. LTD. 0.35% New 26,066 $5.1M
Quantinno Capital Management LP 0.05% Add +43.5% 25,909 $5.1M
SVB Wealth LLC 0.09% New 25,659 $5.0M
AMF Tjanstepension AB 0.04% No change 25,484 $5.0M
First Trust Bank, Ltd. 14.17% New 25,017 $4.9M
Creative Planning 0.00% Add +16.6% 24,494 $4.8M
LGT Group Foundation 0.07% Reduce -88.0% 24,415 $4.8M
Globeflex Capital L P 0.41% Add +3.4% 24,357 $4.8M
Clarkston Capital Partners, LLC 0.09% Add +60.0% 24,000 $4.7M
Quadrature Capital Ltd 0.09% Add +26.2% 23,386 $4.6M
Yousif Capital Management, LLC 0.05% Reduce -3.4% 23,295 $4.6M
New Age Alpha Advisors, LLC 0.18% New 23,228 $4.6M
New York Life Investment Management LLC 0.04% Add +0.3% 23,086 $4.5M
Nissay Asset Management Corp. /Japan 0.03% Reduce -79.4% 22,247 $4.4M
Guggenheim Capital LLC 0.04% Add +5.3% 22,552 $4.4M
Providence Capital Advisors, LLC 0.89% Add +0.8% 22,264 $4.4M
Ethic Inc. 0.09% Reduce -6.8% 21,946 $4.3M
Swiss Life Asset Management Ltd 0.03% Reduce -40.8% 21,975 $4.3M
Corsair Capital Management, L.P. 0.92% Reduce -0.9% 21,725 $4.3M
Duquesne Family Office 0.12% New 21,500 $4.2M
Cibc World Market Inc. 0.01% Add +2.8% 21,489 $4.2M
Carmignac Gestion 0.07% New 21,200 $4.2M
Cullen Investment Group, LTD. 0.60% Add +1.3% 20,575 $4.0M
Rafferty Asset Management, LLC 0.01% Add +10.3% 20,466 $4.0M
Public Sector Pension Investment Board 0.02% Add +219.0% 20,395 $4.0M
J. Safra Sarasin Holding AG 0.07% Reduce -13.4% 20,110 $4.0M
Argent Trust Co 0.16% Reduce -1.8% 20,025 $3.9M
Goelzer Investment Management, Inc. 0.23% Reduce -1.0% 19,754 $3.9M
Deltec Asset Management LLC 0.77% No change 19,725 $3.9M
Atria Investments, Inc 0.05% Reduce -3.4% 19,705 $3.9M
Los Angeles Capital Management LLC 0.02% Reduce -71.8% 19,688 $3.9M
D.A. Davidson & Co. 0.03% Reduce -21.9% 19,421 $3.8M
Brevan Howard Capital Management LP 0.09% Reduce -15.5% 19,068 $3.7M
SG Americas Securities, LLC 0.02% Reduce -71.9% 19,050 $3.7M
NewEdge Advisors, LLC 0.02% Reduce -4.3% 18,950 $3.7M
Elo Mutual Pension Insurance Co 0.08% Add +17.3% 18,860 $3.7M
Macquarie Group Ltd. 0.00% Add +40.9% 25,487 $3.7M
Entropy Technologies, LP 0.37% New 18,440 $3.6M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -6.2% 18,229 $3.6M
Ratan Capital Management LP 0.55% Add +23.2% 17,742 $3.6M
TD Waterhouse Canada Inc. 0.03% Add +1.9% 18,167 $3.6M
Inspire Investing, LLC 0.39% Reduce -4.8% 17,791 $3.5M
SFE Investment Counsel 0.74% Add +4.1% 17,629 $3.5M
Rosenblum Silverman Sutton S F Inc. 0.87% Reduce -1.0% 17,583 $3.5M
Investment Research & Advisory Group, Inc. 1.43% Reduce -1.7% 17,547 $3.4M
WCG Wealth Advisors LLC 0.23% Add +1.7% 17,449 $3.4M
Semmax Financial Advisors Inc. 0.91% Add +6.5% 17,487 $3.4M
Montag A & Associates Inc. 0.16% Reduce -31.0% 17,031 $3.3M
Pacer Advisors, Inc. 0.01% Add +1.0% 16,972 $3.3M
NorthCoast Asset Management LLC 0.02% Add +11.8% 16,536 $3.2M
Steinberg Asset Management LLC 2.40% Add +19.4% 16,515 $3.2M
Mizuho Securities USA LLC 0.06% Add +45.5% 16,342 $3.2M
Engineers Gate Manager LP 0.06% Reduce -41.3% 16,333 $3.2M
UniSuper Management Pty Ltd 0.02% Add +36.6% 16,154 $3.2M
Orion Porfolio Solutions, LLC 0.03% Reduce -1.3% 16,103 $3.2M
Orion Portfolio Solutions, LLC 0.03% Reduce -1.3% 16,103 $3.2M
Titan Global Capital Management USA LLC 0.48% Reduce -7.7% 16,084 $3.2M
Fisher Asset Management 0.00% Add +112.2% 15,696 $3.1M
Maia Wealth LLC 0.65% Add +14.7% 14,639 $3.0M
Pine Valley Investments Ltd Liability Co 0.20% Add +62.4% 15,392 $3.0M
Logan Capital Management Inc. 0.12% Reduce -57.4% 15,090 $3.0M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -36.6% 15,061 $3.0M
Spirepoint Private Client, LLC 0.37% Add +14.6% 15,009 $2.9M
Ilmarinen Mutual Pension Insurance Co 0.03% Add +50.0% 15,000 $2.9M
Graphene Investments SAS 2.04% Add +21.9% 15,000 $2.9M
Jackson Square Partners, LLC 0.31% Reduce -4.7% 14,996 $2.9M
Invera Wealth Advisors, LLC 2.88% Add +0.7% 14,098 $2.9M
Meridian Wealth Advisors, LLC 0.48% Reduce -14.0% 14,771 $2.9M
Oregon Public Employees Retirement Fund 0.05% Reduce -0.2% 14,744 $2.9M
Wesbanco Bank Inc. 0.10% No change 14,674 $2.9M
Gulf International Bank (UK) Ltd 0.07% Reduce -1.1% 14,504 $2.9M
ING Groep NV 0.02% Reduce -37.9% 14,387 $2.8M
Fairhaven Wealth Management, LLC 0.88% Reduce -0.0% 14,382 $2.8M
OneDigital Investment Advisors LLC 0.03% Reduce -0.4% 14,377 $2.8M
Crossmark Global Holdings, Inc. 0.05% Add +17.9% 14,362 $2.8M
Northwest & Ethical Investments L.P. 0.08% Add +6.9% 14,319 $2.8M
LGT Fund Management Co Ltd. 0.24% Reduce -49.6% 14,200 $2.8M
Mariner, LLC 0.00% Reduce -21.0% 14,072 $2.8M
Avanza Fonder AB 0.08% — 13,971 $2.7M
EFG Asset Management (North America) Corp. 0.37% Reduce -1.2% 13,736 $2.7M
PGGM Investments 0.04% No change 13,446 $2.6M
Tranquility Partners, LLC 0.99% Reduce -19.0% 13,344 $2.6M
Corient Private Wealth LP 0.00% Reduce -37.6% 13,233 $2.6M
Fifth Third Bancorp 0.01% Add +13.1% 13,179 $2.6M
Montag & Caldwell, LLC 0.55% Reduce -74.4% 13,090 $2.6M
Oddo BHF Asset Management Sas 0.13% Add +9.9% 12,848 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -3.2% 12,789 $2.5M
Harrell Investment Partners, LLC 0.70% Reduce -0.2% 12,756 $2.5M
Jag Capital Management, LLC 0.35% Add +1.6% 12,631 $2.5M
Richard Bernstein Advisors LLC 0.06% No change 12,609 $2.5M
Pinkerton Wealth, LLC 0.36% Add +3.4% 12,602 $2.5M
South Dakota Investment Council 0.05% New 12,529 $2.5M
FORA Capital, LLC 0.28% Add +60.0% 12,366 $2.4M
Daiichi Life Insurance Co., Ltd. 0.07% No change 12,338 $2.4M
Versor Investments LP 0.42% Add +119.6% 12,304 $2.4M
Investment Management Corp of Ontario 0.08% Add +102.4% 12,242 $2.4M
Ossiam 0.04% Add +9.8% 11,999 $2.4M
Archford Capital Strategies, LLC 0.36% Add +4.5% 11,968 $2.4M
Integrated Advisors Network LLC 0.11% Reduce -2.1% 11,935 $2.3M
Pathstone Holdings, LLC 0.01% Reduce -17.6% 11,934 $2.3M
Kentucky Retirement Systems 0.07% Reduce -1.4% 11,901 $2.3M
Voya Financial Advisors, Inc. 0.25% Reduce -4.3% 11,738 $2.3M
Cwm, LLC 0.01% Add +103.0% 11,579 $2.3M
Carmel Capital Partners, LLC 0.90% Add +50.8% 11,396 $2.2M
Graham Capital Management, L.P. 0.11% New 11,201 $2.2M
Smith Salley Wealth Management 0.14% Add +6.9% 11,106 $2.2M
Nisa Investment Advisors, LLC 0.01% Reduce -4.5% 10,835 $2.1M
Global Retirement Partners, LLC 0.06% Add +1.1% 10,798 $2.1M
Teacher Retirement System of Texas 0.01% Reduce -90.4% 10,753 $2.1M
Tower Research Capital LLC (TRC) 0.04% Add +76.3% 10,707 $2.1M
Hartford Investment Management Co. 0.07% Reduce -2.4% 10,640 $2.1M
Mercer Global Advisors Inc. 0.01% Reduce -19.7% 10,610 $2.1M
NEOS Investment Management LLC 0.05% Add +30.9% 10,528 $2.1M
Quantitative Investment Management, LLC 0.15% New 10,297 $2.0M
Sava Infond d.o.o. 0.36% — 10,250 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -21.4% 10,217 $2.0M
Generali Asset Management SPA SGR 0.05% — 10,197 $2.0M
Oppenheimer Asset Management Inc. 0.02% Reduce -23.9% 10,168 $2.0M
Sterling Capital Management LLC 0.03% Reduce -91.2% 10,053 $2.0M
Metis Global Partners, LLC 0.06% Add +19.5% 10,023 $2.0M
Prospera Financial Services Inc 0.05% Add +864.9% 9,967 $2.0M
Townsquare Capital LLC 0.02% Reduce -18.6% 9,941 $2.0M
Sumitomo Life Insurance Co. 0.04% Reduce -1.6% 9,904 $1.9M
HF Advisory Group, LLC 0.89% Add +32.4% 9,892 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +83.4% 9,861 $1.9M
First Business Financial Services, Inc. 0.19% Add +2.6% 9,806 $1.9M
Wellington Management Group LLP 0.00% Add +12.7% 9,791 $1.9M
Stonebridge Capital Advisors LLC 0.15% Reduce -10.4% 9,786 $1.9M
Hanson & Doremus Investment Management 0.30% Add +28.7% 9,775 $1.9M
Maryland State Retirement & Pension System 0.04% Reduce -6.5% 9,624 $1.9M
Arvest Investments, Inc. 0.29% Reduce -7.1% 9,350 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -4.1% 9,300 $1.8M
Securian Asset Management, Inc. 0.05% Reduce -3.4% 9,255 $1.8M
Comprehensive Financial Consultants Institutional, Inc. 0.66% Add +10.0% 9,251 $1.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -37.7% 9,180 $1.8M
Parallel Advisors, LLC 0.04% Reduce -0.7% 9,165 $1.8M
Vinva Investment Management Ltd 0.07% Add +9.4% 9,110 $1.8M
Keybank National Association 0.01% Reduce -6.8% 9,021 $1.8M
Bridges Investment Management Inc. 0.02% Reduce -1.7% 9,015 $1.8M
Wilmington Savings Fund Society, FSB 0.03% Reduce -7.6% 9,002 $1.8M
Parsons Capital Management Inc. 0.10% Reduce -9.1% 8,916 $1.8M
Copperleaf Capital, LLC 1.08% Add +8.2% 8,704 $1.7M
Knollwood Investment Advisory, LLC 0.18% No change 8,700 $1.7M
Citizens Business Bank 0.40% Reduce -23.3% 8,510 $1.7M
Avantax Advisory Services, Inc. 0.01% Reduce -15.3% 8,483 $1.7M
E. Ohman J:or Asset Management AB 0.04% Add +12.1% 8,361 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Reduce -12.0% 8,341 $1.6M
New Mexico Educational Retirement Board 0.05% Reduce -6.7% 8,300 $1.6M
Cape Investment Advisory, Inc. 0.64% Reduce -0.8% 8,295 $1.6M
Norinchukin Bank, The 0.03% Add +11.8% 8,248 $1.6M
Smith Group Asset Management, LLC 0.12% New 8,224 $1.6M
Geneos Wealth Management Inc. 0.06% Add +0.2% 8,224 $1.6M
Fairbanks Capital Management, Inc. 1.00% Add +2.4% 5,909 $1.6M
Illinois Municipal Retirement Fund 0.02% No change 8,168 $1.6M
Regions Financial Corp. 0.01% Reduce -17.4% 8,097 $1.6M
Raiffeisen Bank International AG 0.02% — 7,960 $1.6M
Bleakley Financial Group, LLC 0.05% Add +40.7% 7,881 $1.5M
Aigen Investment Management, LP 0.27% New 7,873 $1.5M
Captrust Financial Advisors 0.00% Reduce -4.7% 7,804 $1.5M
Boston Financial Mangement LLC 0.05% Add +0.7% 7,694 $1.5M
Unique Wealth Strategies, LLC 0.66% Reduce -17.0% 7,610 $1.5M
Jaffetilchin Investment Partners, LLC 0.11% New 7,598 $1.5M
OMERS ADMINISTRATION Corp 0.01% Add +20.2% 7,595 $1.5M
Stamos Capital Partners, L.P. 0.35% New 7,580 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.19% Add +9.8% 7,383 $1.5M
Kovack Advisors, Inc. 0.14% New 7,340 $1.4M
Terra Alpha Investments LLC 1.45% — 7,297 $1.4M
Carret Asset Management, LLC 0.16% Reduce -0.3% 7,291 $1.4M
Jump Financial, LLC 0.03% Reduce -78.6% 7,241 $1.4M
Cary Street Partners Financial LLC 0.05% — 7,237 $1.4M
Drucker Wealth 3.0, LLC 0.33% Reduce -21.9% 7,231 $1.4M
Montanova Capital, LLC 0.05% No change 7,175 $1.4M
Twin City Private Wealth, LLC 1.24% Add +0.2% 7,163 $1.4M
Maxwell Wealth Strategies Inc. 0.57% Reduce -38.3% 7,135 $1.4M
Fiduciary Trust Co 0.02% Add +14.9% 7,063 $1.4M
Mattson Financial Services, LLC 0.44% Add +20.9% 5,844 $1.4M
Power Wealth Management LLC 0.57% Add +4.2% 6,976 $1.4M
Plato Investment Management Ltd 0.10% Add +69.0% 6,944 $1.4M
Central Valley Advisors, LLC 0.61% Add +12.3% 6,871 $1.4M
AXS Investments LLC 0.38% Add +32.2% 6,863 $1.3M
MIdWestOne Financial Group, Inc. 0.19% Add +42.2% 6,805 $1.3M
Wolverine Trading, LLC 0.03% Add +126.4% 6,630 $1.3M
Y-Intercept (Hong Kong) Ltd 0.09% Reduce -55.6% 6,642 $1.3M
BNP Paribas 0.02% Add +52.7% 6,608 $1.3M
Crux Wealth Advisors 0.72% — 6,623 $1.3M
BOK Financial Private Wealth, Inc. 0.09% Reduce -13.2% 6,618 $1.3M
Vestcor Inc 0.04% Reduce -0.1% 6,615 $1.3M
AlphaQuest LLC 0.17% Add +219.5% 6,614 $1.3M
Sanctuary Advisors, LLC 0.01% Add +17.1% 6,437 $1.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.19% Add +2.3% 6,467 $1.3M
Highland Capital Management, LLC 0.07% New 6,393 $1.3M
Clear Harbor Asset Management, LLC 0.10% Add +57.8% 6,262 $1.2M
Byrne Asset Management LLC 1.00% Reduce -0.6% 6,226 $1.2M
Empirical Finance, LLC 0.07% Reduce -1.2% 6,222 $1.2M
Natixis 0.01% Reduce -47.2% 6,206 $1.2M
Verition Fund Management LLC 0.01% Reduce -37.5% 6,153 $1.2M
North Star Asset Management Inc. 0.05% No change 6,140 $1.2M
PFG Advisors 0.07% Add +45.3% 6,068 $1.2M
Stablepoint Partners, LLC 0.21% Add +9.2% 5,950 $1.2M
GAM Holding AG 0.09% Reduce -7.4% 5,890 $1.2M
Clearstead Advisors, LLC 0.02% Reduce -0.1% 5,885 $1.2M
Foundations Investment Advisors, LLC 0.02% Reduce -2.7% 5,775 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -64.1% 5,465 $1.1M
Blair William & Co. 0.00% Add +42.0% 5,742 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -5.3% 5,725 $1.1M
Intact Investment Management Inc. 0.04% Add +79.3% 5,700 $1.1M
Nomura Holdings Inc. 0.01% New 5,685 $1.1M
Qtron Investments LLC 0.15% Add +70.0% 5,616 $1.1M
Kestra Advisory Services, LLC 0.01% Reduce -16.6% 5,601 $1.1M
QRG Capital Management, Inc. 0.01% Reduce -10.6% 5,532 $1.1M
Dohj, LLC 0.25% Add +3.4% 5,520 $1.1M
Concurrent Investment Advisors, LLC 0.03% Reduce -2.9% 5,514 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +4.6% 5,508 $1.1M
Triglav Investments, D.O.O. 0.09% — 5,500 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.3% 5,475 $1.1M
Nan Shan Life Insurance Co., Ltd. 0.03% No change 5,430 $1.1M
Allstate Corp. 0.03% New 5,420 $1.1M
GTS Securities LLC 0.05% Reduce -0.1% 5,417 $1.1M
Chapman Financial Group, LLC 0.85% — 5,398 $1.1M
Shell Asset Management Co. 0.05% Add +15.2% 5,293 $1.0M
Exchange Traded Concepts, LLC 0.02% Add +18.7% 5,209 $1.0M
Todd Asset Management LLC 0.02% No change 5,208 $1.0M
Choreo, LLC 0.01% Reduce -5.9% 5,173 $1.0M
Vega Investment Solutions 0.80% — 4,968 $976K
Private Advisor Group, LLC 0.01% Reduce -15.3% 4,869 $957K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.11% Reduce -15.1% 4,857 $954K
Empowered Funds, LLC 0.01% Add +40.0% 4,813 $946K
L. Roy Papp & Associates, LLP 0.11% No change 4,804 $944K
Hickory Asset Management, Inc. 0.80% — 4,787 $941K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -0.4% 4,759 $935K
Panagora Asset Management Inc. 0.00% Add +243.4% 4,719 $927K
Bowman & Co S.C. 0.48% Reduce -12.8% 4,712 $926K
Teza Capital Management LLC 0.14% Reduce -4.9% 4,691 $922K
Strategic Global Advisors, LLC 0.17% Add +6.5% 4,668 $917K
Advisors Asset Management, Inc. 0.02% Add +63.4% 4,650 $914K
Sagespring Wealth Partners, LLC 0.02% — 4,646 $913K
First Horizon Advisors, Inc. 0.03% Reduce -2.8% 4,612 $906K
Cornerstone Advisors, LLC 0.04% No change 4,600 $904K
Laurel Wealth Advisors LLC 0.14% Add +3.2% 4,572 $898K
Lido Advisors, LLC 0.01% Add +9.4% 4,494 $883K
Applied Finance Capital Management, LLC 0.04% No change 4,477 $880K
Virtu Financial LLC 0.05% Reduce -16.4% 4,430 $870K
Farringdon Capital, Ltd. 0.36% — 4,376 $860K
V-Square Quantitative Management LLC 0.12% Add +2.6% 4,370 $859K
Asio Capital, LLC 0.16% Reduce -59.1% 4,304 $846K
Merit Financial Group, LLC 0.02% Add +32.8% 4,293 $844K
NBT Bank, N.A. 0.06% Reduce -16.3% 4,288 $843K
GF Fund Management Co. LTD. 0.02% — 4,278 $841K
Sciencast Management LP 0.23% New 4,263 $838K
Florida Trust Wealth Management Co 0.03% Reduce -40.6% 4,255 $836K
Gilliland Jeter Wealth Management LLC 0.28% Add +0.0% 4,193 $824K
Humankind Investments LLC 0.21% Add +30.1% 4,190 $823K
BBR Partners, LLC 0.06% Add +0.1% 4,106 $807K
Kintegral Advisory, LLC 0.08% Reduce -4.4% 4,046 $795K
Wealthfront Advisers LLC 0.00% Add +15.0% 4,014 $789K
One Wealth Map LLC 0.47% Reduce -10.2% 4,042 $772K
Meeder Advisory Services, Inc. 0.05% Reduce -7.2% 3,917 $770K
Herold Advisors, Inc. 0.17% Reduce -22.0% 3,900 $766K
Advisory Services Network, LLC 0.01% Reduce -31.2% 3,894 $765K
Centaurus Financial, Inc. 0.05% Reduce -10.8% 3,887 $764K
Park Avenue Securities LLC 0.01% Reduce -2.5% 3,863 $759K
APG Asset Management US Inc. 0.01% Reduce -51.4% 3,767 $740K
Burns Matteson Capital Management, LLC 0.41% Reduce -5.1% 3,689 $725K
Dimension Capital Management LLC 0.12% No change 3,685 $724K
Coldstream Capital Management Inc. 0.02% Add +5.2% 3,656 $718K
Stonebrook Private Inc. 0.19% Reduce -13.6% 3,616 $711K
Beacon Financial Group 0.08% Reduce -4.9% 3,604 $708K
Capstone Investment Advisors, LLC 0.01% Reduce -1.5% 3,589 $705K
Apollon Wealth Management, LLC 0.02% Reduce -26.6% 3,578 $703K
Brighton Jones LLC 0.02% Add +244.4% 3,575 $703K
First Hawaiian Bank 0.02% Reduce -25.2% 3,535 $695K
Axq Capital, LP 0.31% New 3,524 $693K
United Community Bank 0.27% Reduce -3.0% 3,502 $688K
China Universal Asset Management Co., Ltd. 0.06% No change 3,500 $688K
Birchbrook, Inc. 0.38% Add +0.8% 3,371 $662K
Hutchens & Kramer Investment Management Group, LLC 0.36% Reduce -8.9% 3,370 $662K
Magnolia Capital Advisors LLC 0.17% Add +30.6% 3,331 $655K
FSB Premier Wealth Management, Inc. 0.26% Add +20.1% 3,285 $646K
Cordgrass Capital Advisors, LLC 0.19% Reduce -1.5% 3,283 $645K
Global Trust Asset Management, LLC 0.24% No change 3,228 $634K
Advisory Alpha, LLC 0.02% Add +18.2% 3,189 $627K
Waverly Advisors, LLC 0.01% New 3,184 $626K
First Citizens Bank & Trust Co. 0.01% Reduce -14.3% 3,175 $624K
Allred Capital Management, LLC 0.24% Reduce -13.0% 3,174 $624K
Greenleaf Trust 0.01% Reduce -3.4% 3,173 $624K
Liberty One Investment Management, LLC 0.07% Add +4.8% 3,143 $618K
Alps Advisors Inc. 0.00% Reduce -1.3% 3,131 $615K
HB Wealth Management, LLC 0.01% Reduce -22.1% 3,127 $614K
Client 1ST Advisory Group, LLC 0.24% Reduce -1.1% 3,122 $614K
LeClair Wealth Partners LLC 0.41% — 3,091 $607K
CreativeOne Wealth, LLC 0.02% Reduce -3.2% 3,065 $602K
Great Lakes Retirement, Inc. 0.08% Add +6.2% 3,055 $600K
Perigon Wealth Management, LLC 0.01% Add +4.9% 3,007 $594K
Flputnam Investment Management Co. 0.01% Reduce -17.3% 3,013 $592K
Magnetar Financial LLC 0.02% Reduce -88.9% 3,000 $590K
S&co Inc. 0.04% No change 3,000 $589K
1832 Asset Management L.P. 0.00% Reduce -97.2% 2,997 $589K
Mgo One Seven LLC 0.02% Reduce -41.9% 2,943 $578K
Diversified Trust Co. 0.01% Reduce -2.6% 2,922 $574K
Praxis Investment Management Inc. 0.04% Reduce -48.8% 2,920 $574K
GeoWealth Management, LLC 0.02% Reduce -17.2% 2,912 $572K
Canada Post Corp Registered Pension Plan 0.03% — 2,910 $572K
Signaturefd, LLC 0.01% Add +13.6% 2,894 $569K
Baldwin Investment Management, LLC 0.07% Reduce -19.3% 2,865 $563K
Citizens Financial Group Inc. 0.01% Add +14.5% 2,820 $554K
Vident Advisory, LLC 0.01% Reduce -1.3% 2,805 $551K
AE Wealth Management LLC 0.00% Reduce -81.8% 2,798 $550K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -77.0% 2,788 $548K
United Capital Financial Advisors, LLC 0.00% Reduce -21.8% 2,786 $547K
Integrated Wealth Concepts LLC 0.01% Add +25.8% 2,761 $543K
Fox Run Management, L.L.C. 0.10% New 2,753 $541K
Caprock Group, LLC 0.02% Reduce -9.6% 2,715 $534K
Brookstone Capital Management 0.01% Add +1.2% 2,653 $521K
Calydon Capital 0.10% No change 2,644 $520K
Unigestion Holding SA 0.03% Add +20.2% 2,643 $519K
Kelleher Financial Advisors 0.19% Reduce -27.5% 2,625 $516K
Inceptionr LLC 0.11% New 2,610 $513K
Fulton Bank, N.A. 0.02% Reduce -47.6% 2,605 $512K
Abound Financial, LLC 0.26% — 2,605 $512K
Inspire Advisors, LLC 0.06% Add +10.1% 2,584 $508K
Meriwether Wealth & Planning, LLC 0.36% — 2,568 $505K
Great Lakes Advisors, LLC 0.00% Reduce -5.9% 2,562 $503K
Fairtree Asset Management (Pty) Ltd 0.48% — 2,559 $503K
Mufg Securities Americas Inc. 0.07% — 2,546 $500K
Pitcairn Co. 0.03% Add +8.7% 2,532 $498K
T. Rowe Price Investment Management, Inc. 0.00% Add +27.5% 2,520 $496K
PKO Investment Management Joint-Stock Co 0.06% Add +66.7% 2,500 $491K
Sig Brokerage, LP 0.23% — 2,477 $487K
Jasper Ridge Partners, L.P. 0.02% Add +0.2% 2,463 $484K
Intech Investment Management LLC 0.00% Add +159.2% 2,444 $480K
Malaga Cove Capital, LLC 0.19% Add +77.9% 2,442 $480K
Brown Advisory Inc. 0.00% Add +10.6% 2,434 $478K
Profund Advisors LLC 0.02% Reduce -12.7% 2,427 $477K
Oregon Pacific Wealth Management, LLC 0.46% — 2,393 $470K
Silver Oak Securities, Incorporated 0.04% Add +18.0% 2,380 $470K
Holderness Investments Co. 0.10% Add +22.9% 2,391 $470K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -14.4% 2,384 $468K
Horizon Investments, LLC 0.01% Add +0.8% 2,369 $466K
Waldron Private Wealth LLC 0.02% Reduce -2.3% 2,361 $464K
Haven Private, LLC 0.26% — 2,326 $457K
&partners 0.01% Reduce -3.1% 2,268 $457K
ProVise Management Group, LLC 0.04% Reduce -3.5% 2,324 $457K
Great Valley Advisor Group, Inc. 0.01% Reduce -28.4% 2,318 $456K
Snowden Capital Advisors LLC 0.01% Reduce -8.3% 2,309 $454K
DAVENPORT & Co LLC 0.00% Reduce -88.4% 2,296 $451K
Busey Bank 0.01% Reduce -1.6% 2,282 $448K
IVC Wealth Advisors LLC 0.25% Reduce -8.4% 2,269 $446K
Schonfeld Strategic Advisors LLC 0.00% Reduce -95.8% 2,214 $435K
Trust Asset Management LLC 0.03% No change 2,194 $431K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Reduce -2.2% 2,188 $430K
Strategic Blueprint, LLC 0.03% Reduce -18.4% 2,185 $429K
HighPoint Advisor Group LLC 0.02% Add +22.7% 2,133 $428K
Meridian Wealth Management, LLC 0.02% Reduce -0.1% 2,179 $428K
Armstrong, Fleming & Moore, Inc 0.26% Reduce -16.1% 2,177 $428K
Kuhn & Co Investment Counsel 0.36% No change 2,175 $427K
Regatta Capital Group, LLC 0.08% Add +4.7% 2,166 $426K
Rathbones Group PLC 0.00% No change 2,160 $424K
Kirtland Hills Capital Management, LLC 0.27% Reduce -3.1% 2,137 $420K
Centiva Capital, LP 0.02% Reduce -79.8% 2,127 $418K
MSH Capital Advisors LLC 0.13% No change 2,125 $418K
Forum Financial Management, LP 0.01% Add +53.2% 2,067 $406K
Level Four Advisory Services, LLC 0.02% Reduce -0.8% 2,063 $405K
E Fund Management Co., Ltd. 0.02% Reduce -51.7% 2,024 $398K
Bank of Marin 0.32% Reduce -2.1% 2,023 $398K
NorthRock Partners, LLC 0.01% Add +3.2% 2,020 $397K
Lake Street Advisors Group, LLC 0.02% Reduce -3.0% 2,011 $395K
Welch & Forbes LLC 0.01% Reduce -0.6% 2,001 $393K
Ironsides Asset Advisors, LLC 0.11% No change 2,000 $393K
Siemens Fonds Invest GmbH 0.04% No change 1,989 $393K
Milestone Asset Management, LLC 0.09% Add +11.4% 1,998 $393K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -6.4% 1,995 $392K
Fortitude Family Office, LLC 0.14% Reduce -1.1% 1,956 $384K
Cook Wealth, LLC 0.18% No change 1,861 $383K
Principle Wealth Partners LLC 0.03% No change 1,920 $377K
Achmea Investment Management B.V. 0.01% Reduce -93.9% 1,914 $376K
John G Ullman & Associates Inc. 0.05% Reduce -9.5% 1,900 $373K
Heartwood Wealth Advisors LLC 0.04% No change 1,877 $369K
Roberts Capital Advisors, LLC 0.31% No change 1,864 $366K
Peterson Wealth Services 0.11% Add +19.6% 1,860 $366K
Summit Trail Advisors, LLC 0.01% Add +46.3% 1,855 $365K
Fifth Third Wealth Advisors LLC 0.02% Add +26.1% 1,839 $361K
Cigna Investments Inc. 0.06% Reduce -1.8% 1,835 $361K
R Squared Ltd 0.35% — 1,830 $360K
Bessemer Group Inc. 0.00% Reduce -40.0% 1,819 $357K
Edge Capital Group, LLC 0.02% Add +622.7% 13,096 $356K
Callan Family Office, LLC 0.02% New 1,805 $355K
Continuum Advisory, LLC 0.05% Add +3.7% 1,803 $354K
Lebenthal Global Advisors, LLC 0.06% Reduce -34.5% 1,794 $353K
AlTi Global, Inc. 0.01% New 1,786 $352K
Rainier Family Wealth Inc. 0.42% — 1,764 $347K
Cumberland Partners Ltd 0.02% Add +6.0% 1,759 $346K
KRS Capital Management, LLC 0.24% Reduce -0.8% 1,750 $344K
Independent Advisor Alliance 0.00% Add +49.7% 1,729 $340K
Atria Wealth Solutions, Inc. 0.00% Reduce -32.6% 1,716 $337K
ICONIQ Capital, LLC 0.01% New 1,712 $336K
Hilltop Holdings Inc. 0.02% Reduce -9.3% 1,708 $336K
Compound Global Advisors, LLC 1.36% — 1,700 $334K
Mutual Advisors, LLC 0.01% Add +14.8% 1,689 $334K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.2% 1,680 $330K
Headlands Technologies LLC 0.03% Add +397.0% 1,675 $329K
Two Sigma Securities, LLC 0.06% Add +15.6% 1,664 $327K
Alliance Wealth Advisors, LLC 0.19% No change 1,660 $326K
Checchi Capital Advisers, LLC 0.02% Add +9.0% 1,656 $325K
Chicago Partners Investment Group LLC 0.01% Add +65.8% 1,580 $323K
Cutter & CO Brokerage, Inc. 0.08% No change 1,638 $322K
Tranquilli Financial Advisor LLC 0.20% Reduce -1.8% 1,621 $319K
Gratus Wealth Advisors, LLC 0.05% No change 1,619 $318K
SYM FINANCIAL Corp 0.04% New 1,619 $318K
Blueshift Asset Management, LLC 0.12% Reduce -56.5% 1,616 $318K
Groupe la Francaise 0.01% — 1,600 $317K
Center for Financial Planning, Inc. 0.04% No change 1,612 $317K
Zacks Investment Management 0.00% Add +2.4% 1,611 $317K
Wedmont Private Capital 0.02% Reduce -24.7% 1,538 $313K
MTM Investment Management, LLC 0.12% No change 1,573 $309K
Wexford Capital LP 0.08% Add +64.8% 1,569 $308K
Ellevest, Inc. 0.02% Reduce -15.1% 1,547 $304K
Appleton Partners Inc. 0.02% Reduce -95.2% 1,536 $302K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Add +25.1% 1,522 $299K
Pallas Capital Advisors LLC 0.01% New 1,519 $298K
Everpar Advisors LLC 0.15% Reduce -4.8% 1,515 $298K
Gladstone Institutional Advisory LLC 0.01% Reduce -0.9% 1,509 $297K
Virtue Capital Management, LLC 0.06% Add +1.7% 1,508 $296K
Northeast Financial Consultants Inc 0.01% Reduce -40.9% 1,500 $295K
Angeles Wealth Management, LLC 0.02% Reduce -6.4% 1,498 $294K
EverSource Wealth Advisors, LLC 0.02% Add +9.7% 1,482 $291K
Martingale Asset Management L P 0.01% Reduce -95.1% 1,478 $290K
Dynamic Advisor Solutions LLC 0.01% Reduce -9.1% 1,471 $289K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Add +0.1% 1,454 $286K
Aptus Capital Advisors, LLC 0.00% New 1,443 $284K
Nova R Wealth, Inc. 0.14% Add +0.1% 1,440 $283K
Lyell Wealth Management, LP 0.03% Reduce -12.3% 1,431 $281K
Claro Advisors Inc. 0.04% New 1,429 $281K
Peapack Gladstone Financial Corp. 0.00% No change 1,416 $278K
Ballentine Partners, LLC 0.00% Add +3.1% 1,408 $277K
GAMMA Investing LLC 0.02% Add +27.7% 1,406 $276K
EntryPoint Capital, LLC 0.12% New 1,403 $276K
Broadway Wealth Solutions, Inc. 0.21% — 1,396 $274K
Phoenix Financial Ltd. 0.00% Add +21.2% 1,378 $271K
Geller Advisors LLC 0.02% Reduce -1.8% 1,372 $270K
Aspire Private Capital, LLC 0.07% Reduce -69.6% 1,368 $269K
Berry Wealth Group, LP 0.19% Reduce -25.0% 1,364 $268K
Venturi Wealth Management, LLC 0.01% Add +710.1% 1,361 $267K
Platform Technology Partners 0.08% Add +0.8% 1,350 $265K
Gsa Capital Partners LLP 0.02% Add +39.3% 1,351 $265K
Ashton Thomas Private Wealth, LLC 0.01% New 1,334 $262K
Klingenstein Fields & Co. LP 0.01% No change 1,321 $260K
Meiji Yasuda Life Insurance Co 0.00% Reduce -17.1% 1,313 $258K
Vise Technologies, Inc. 0.02% New 1,295 $254K
Harbor Investment Advisory, LLC 0.02% Add +4.7% 1,286 $253K
Veracity Capital LLC 0.09% Reduce -3.9% 1,266 $249K
Penserra Capital Management LLC 0.00% Add +49.4% 1,270 $247K
Aprio Wealth Management, LLC 0.04% Reduce -18.9% 1,255 $247K
Cypress Wealth Services, LLC 0.05% Add +4.8% 1,243 $244K
Modern Wealth Management, LLC 0.01% Reduce -12.0% 1,236 $243K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,233 $242K
Aspire Growth Partners LLC 0.24% — 1,226 $241K
Petrus Trust Company, LTA 0.02% New 1,223 $240K
Jones Financial Companies LLLP 0.00% Add +57.0% 1,215 $239K
Graypoint LLC 0.01% Reduce -3.8% 1,214 $239K
Ancora Advisors LLC 0.01% Add +2.8% 1,201 $236K
Otter Creek Advisors, LLC 0.16% Reduce -17.7% 1,196 $235K
Valeo Financial Advisors, LLC 0.01% Reduce -38.0% 1,182 $232K
CX Institutional 0.01% Reduce -25.1% 1,176 $231K
MassMutual Private Wealth & Trust, FSB 0.01% Add +16.9% 1,172 $230K
Westpac Banking Corp. 0.02% No change 1,168 $230K
iA Global Asset Management Inc. 0.00% Reduce -94.6% 1,160 $228K
High Net Worth Advisory Group LLC 0.06% No change 1,150 $226K
BSW Wealth Partners 0.03% Reduce -19.0% 1,147 $225K
Howard Capital Management, LLC 0.00% Add +4.9% 1,147 $225K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -19.2% 1,146 $225K
Syon Capital LLC 0.02% Add +34.0% 1,138 $224K
Trueblood Wealth Management, LLC 0.11% No change 1,135 $223K
Ostrum Asset Management 0.02% Reduce -4.1% 1,134 $223K
IFP Advisors, Inc 0.01% Add +1.5% 1,111 $218K
Equitable Holdings, Inc. 0.00% Reduce -2.2% 1,106 $217K
denkapparat Operations GmbH 0.32% — 1,092 $215K
Net Worth Advisory Group 0.07% Reduce -0.1% 1,091 $214K
PUREfi Wealth, LLC 0.21% — 1,090 $214K
Allianz SE 0.01% Reduce -47.8% 1,080 $213K
Groupama Asset Managment 0.00% Reduce -82.4% 1,079 $213K
Savant Capital, LLC 0.00% New 1,070 $210K
Meadow Creek Wealth Advisors LLC 0.15% Add +0.5% 1,042 $205K
Rothschild Wealth LLC 0.06% Reduce -0.4% 1,039 $204K
Choate Investment Advisors 0.00% Add +11.1% 1,022 $201K
Financial Insights, Inc. 0.08% Reduce -46.7% 1,019 $200K
Millstone Evans Group, LLC 0.13% — 1,006 $198K
Allworth Financial LP 0.00% Add +2.4% 960 $197K
Icon Wealth Advisors, LLC 0.02% Reduce -0.2% 979 $192K
Concourse Financial Group Securities, Inc. 0.01% Reduce -21.2% 927 $190K
TD Private Client Wealth LLC 0.01% Reduce -7.8% 951 $187K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% No change 940 $185K
Quadrant Capital Group LLC 0.01% Add +10.7% 928 $182K
Stance Capital LLC 0.11% — 928 $182K
Lindbrook Capital, LLC 0.02% Reduce -1.4% 910 $179K
Anchor Investment Management, LLC 0.02% Reduce -3.0% 900 $177K
Smartleaf Asset Management LLC 0.02% Reduce -13.3% 857 $169K
State of Wyoming 0.02% Add +52.5% 851 $167K
Western Pacific Wealth Management, LP 0.13% Add +44.4% 845 $166K
Brooklyn Investment Group 0.05% Reduce -0.1% 835 $164K
LRI Investments, LLC 0.01% Add +1.1% 24,072 $157K
MAI Capital Management 0.00% Reduce -20.4% 735 $144K
Spire Wealth Management 0.00% Add +42.9% 733 $144K
CENTRAL TRUST Co 0.00% Add +2.0% 704 $138K
Sentry Investment Management LLC 0.06% Reduce -14.1% 685 $135K
Oakworth Capital, Inc. 0.01% No change 638 $125K
Hilltop National Bank 0.04% No change 619 $122K
Salem Investment Counselors Inc. 0.00% No change 612 $120K
Wolff Wiese Magana LLC 0.08% Reduce -0.8% 600 $118K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% Reduce -99.5% 588 $116K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 570 $112K
Ofi Invest Asset Management 0.00% — 578 $110K
Nemes Rush Group LLC 0.01% Reduce -97.8% 540 $106K
Hall Laurie J Trustee 0.03% No change 540 $106K
ORG Partners LLC 0.01% Reduce -1.4% 513 $101K
Parkside Financial Bank & Trust 0.01% Add +6.4% 500 $98K
Colonial Trust Co / SC 0.01% Add +45.2% 495 $97K
Synergy Investment Management, LLC 0.04% — 466 $92K
Brown Brothers Harriman & Co. 0.00% Add +468.3% 466 $92K
Atala Financial Inc 0.06% — 465 $91K
Huntington National Bank 0.00% Reduce -42.6% 464 $91K
Colonial Trust Advisors 0.01% No change 450 $88K
Arax Advisory Partners 0.01% Add +158.4% 447 $88K
Private Trust Co. NA 0.01% Reduce -9.7% 438 $86K
Mather Group, Llc. 0.00% Reduce -26.6% 419 $82K
Independence Bank of Kentucky 0.01% Add +83.7% 406 $80K
Chilton Capital Management LLC 0.00% Add +52.5% 401 $79K
UMB Bank, n.a. 0.00% Add +72.8% 401 $79K
HM Payson & Co. 0.00% Reduce -0.3% 400 $79K
Paradigm Asset Management Co. LLC 0.02% No change 398 $78K
Leonteq Securities AG 0.01% Add +89.8% 391 $77K
Thematics Asset Management 0.00% New 388 $76K
Raleigh Capital Management Inc. 0.03% Reduce -77.8% 374 $73K
Clearstead Trust, LLC 0.02% No change 360 $71K
Coppell Advisory Solutions LLC 0.01% Reduce -4.2% 345 $68K
Farther Finance Advisors, LLC 0.00% Reduce -16.5% 340 $67K
GPS Wealth Strategies Group, LLC 0.01% No change 313 $62K
SBI Securities Co., Ltd. 0.00% — 307 $60K
Versant Capital Management, Inc 0.01% Add +46.0% 295 $58K
Atlas Capital Advisors Inc. 0.01% Reduce -25.6% 290 $57K
Blue Trust, Inc. 0.00% Reduce -72.5% 283 $56K
Caitong International Asset Management Co., Ltd 0.05% — 280 $55K
Smithfield Trust Co 0.00% Reduce -59.8% 274 $54K
MV Capital Management, Inc. 0.01% Reduce -15.1% 271 $53K
Peoples Bank 0.03% Reduce -16.6% 252 $50K
Covestor Ltd 0.03% Reduce -2.0% 241 $48K
Zions Bancorporation, N.A. 0.00% Add +55.2% 239 $47K
Concord Wealth Partners 0.01% Reduce -3.3% 233 $46K
Quent Capital, LLC 0.00% Add +12.3% 228 $45K
Lee Danner & Bass Inc. 0.00% New 225 $44K
Cromwell Holdings LLC 0.03% Reduce -60.9% 222 $44K
Synergy Asset Management, LLC 0.00% New 169 $40K
Hantz Financial Services, Inc. 0.00% Reduce -73.6% 206 $40K
GKV Capital Management Co., Inc. 0.02% — 200 $39K
Hemington Wealth Management 0.01% Reduce -4.8% 198 $38K
CVA Family Office, LLC 0.01% Add +8.4% 193 $38K
Deseret Mutual Benefit Administrators 0.02% No change 180 $35K
Security National Bank 0.01% No change 178 $35K
Creative Financial Designs Inc. 0.00% No change 174 $34K
J.Safra Asset Management Corp 0.00% Reduce -2.9% 170 $34K
Manchester Capital Management LLC 0.00% Reduce -23.6% 165 $32K
Brown, Lisle/Cummings, Inc. 0.01% Add +14.4% 151 $30K
Battery Global Advisors, LLC 0.01% No change 141 $28K
Riverview Trust Co 0.02% Add +3.9% 135 $27K
Activest Wealth Management 0.01% Reduce -66.3% 135 $27K
Larson Financial Group LLC 0.00% Reduce -69.6% 131 $26K
Rise Advisors, LLC 0.01% Add +2.4% 127 $25K
Farmers & Merchants Investments Inc. 0.00% No change 125 $25K
Rothschild Investment LLC 0.00% Reduce -34.2% 121 $24K
Castleview Partners, LLC 0.01% No change 120 $23K
Park Place Capital Corp 0.01% No change 119 $23K
Global Wealth Strategies & Associates 0.01% No change 118 $23K
Bruce G. Allen Investments, LLC 0.02% Reduce -52.6% 116 $23K
St Germain D J Co. Inc. 0.00% No change 115 $23K
Oarsman Capital, Inc. 0.00% No change 111 $22K
Atlatl Advisers LLC 0.01% — 108 $21K
Vermillion Wealth Management, Inc. 0.01% — 104 $20K
Caldwell Trust Co 0.00% No change 102 $20K
Olistico Wealth, LLC 0.01% No change 100 $20K
Blume Capital Management, Inc. 0.00% No change 100 $20K
Duncker Streett & Co. Inc. 0.00% No change 100 $20K
WR Wealth Planners, LLC 0.01% Add +14.1% 97 $19K
Bogart Wealth, LLC 0.00% Reduce -99.7% 96 $19K
Harbour Investments, Inc. 0.00% Reduce -16.5% 91 $18K
JFS Wealth Advisors, LLC 0.00% Reduce -15.9% 90 $18K
True Wealth Design, LLC 0.01% Add +822.2% 83 $16K
FSA Wealth Management LLC 0.01% No change 81 $16K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -98.8% 72 $14K
Asset Dedication, LLC 0.00% No change 72 $14K
Oliver Lagore Vanvalin Investment Group 0.00% No change 68 $13K
Red Tortoise LLC 0.01% No change 67 $13K
GW&K Investment Management, LLC 0.00% Add +20.8% 64 $13K
Meeder Asset Management Inc. 0.00% Reduce -73.1% 66 $13K
McIlrath & Eck, LLC 0.00% No change 65 $13K
Truvestments Capital LLC 0.00% Reduce -20.0% 60 $12K
Quest 10 Wealth Builders, Inc. 0.01% — 59 $12K
Cornerstone Planning Group LLC 0.00% Add +33.3% 56 $12K
Cedar Mountain Advisors, LLC 0.00% Reduce -15.4% 55 $11K
Beacon Capital Management, LLC 0.00% No change 55 $11K
Cullen/Frost Bankers, Inc. 0.00% Add +77.4% 55 $11K
Johnson Financial Group, Inc. 0.00% Reduce -91.3% 53 $11K
Transce3nd, LLC 0.00% — 54 $11K
Global X Japan Co., Ltd. 0.00% Reduce -40.5% 53 $10K
Salomon & Ludwin, LLC 0.00% Reduce -31.2% 53 $10K
Capital Advisors, Ltd. LLC 0.00% Add +36.1% 49 $10K
Frazier Financial Advisors, LLC 0.01% No change 50 $10K
Midwest Capital Advisors, LLC 0.01% — 49 $10K
CNB Bank 0.00% Reduce -15.5% 49 $10K
Wood Tarver Financial Group, LLC 0.00% — 50 $9K
Capital Analysts, LLC 0.00% Reduce -19.0% 47 $9K
Whipplewood Advisors, LLC 0.01% — 45 $9K
Ruedi Wealth Management, Inc. 0.00% No change 45 $9K
Financial Management Professionals, Inc. 0.00% Reduce -51.1% 45 $9K
Global Financial Private Client, LLC 0.00% Reduce -20.0% 44 $9K
Golden State Wealth Management, LLC 0.00% — 44 $9K
Christopher J. Hasenberg, Inc 0.00% No change 43 $8K
Clean Yield Group 0.00% No change 42 $8K
Pier Capital, LLC 0.00% Add +40.0% 42 $8K
Fairman Group, LLC 0.01% Reduce -32.8% 41 $8K
SJS Investment Consulting Inc. 0.00% Add +90.0% 38 $7K
WPG Advisers, LLC 0.01% — 37 $7K
Avior Wealth Management, LLC 0.00% Reduce -77.6% 36 $7K
TrinityBridge Ltd 0.00% No change 35 $7K
Dunhill Financial, LLC 0.00% Reduce -39.7% 35 $7K
Sierra Ocean, LLC 0.01% — 33 $6K
Carolina Wealth Advisors, LLC 0.00% No change 33 $6K
AdvisorNet Financial, Inc 0.00% Reduce -11.1% 32 $6K
Clal Insurance Enterprises Holdings Ltd 0.00% New 30 $6K
Prestige Wealth Management Group 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
CoreCap Advisors, LLC 0.00% Reduce -14.3% 30 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 29 $6K
Compass Financial Services Inc 0.00% — 29 $6K
DT Investment Partners, LLC 0.00% No change 28 $6K
Aspect Partners, LLC 0.00% Reduce -3.5% 28 $6K
SouthState Bank Corp 0.00% Add +55.6% 28 $6K
Blue Bell Private Wealth Management, LLC 0.00% Add +22.7% 27 $5K
Bell Investment Advisors, Inc 0.00% Reduce -27.0% 27 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $5K
Carolinas Wealth Consulting LLC 0.00% Add +8.3% 26 $5K
Coston, McIsaac & Partners 0.00% No change 29 $5K
HHM Wealth Advisors, LLC 0.00% No change 23 $5K
TCTC Holdings, LLC 0.00% New 23 $5K
Robinswood Financial LLC 0.00% No change 23 $5K
Sachetta, LLC 0.00% Reduce -12.5% 21 $4K
Roble, Belko & Company, Inc 0.00% No change 20 $4K
Kestra Investment Management, LLC 0.00% New 20 $4K
Abound Wealth Management 0.00% Reduce -13.6% 19 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 18 $4K
NewSquare Capital LLC 0.00% New 18 $4K
Raffa Wealth Management, LLC 0.00% No change 17 $3K
TFC Financial Management, Inc. 0.00% No change 17 $3K
Trust Co. of Vermont 0.00% Reduce -5.6% 17 $3K
Eagle Bay Advisors LLC 0.00% Reduce -67.3% 16 $3K
Webster Bank, N. A. 0.00% No change 16 $3K
Avion Wealth 0.00% Reduce -38.5% 16 $3K
Bartlett & Co. Wealth Management LLC 0.00% New 15 $3K
Private Wealth Management Group, LLC 0.00% Add +27.3% 14 $3K
West Branch Capital LLC 0.00% New 13 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 12 $2K
Legacy Investment Solutions, LLC 0.00% New 11 $2K
Legacy Wealth Managment, LLC 0.00% New 11 $2K
Investors Research Corp 0.00% No change 11 $2K
Redwood Park Advisors LLC 0.00% — 10 $2K
JNBA Financial Advisors 0.00% New 10 $2K
Horizon Financial Services, LLC 0.00% No change 10 $2K
Rakuten Securities, Inc. 0.00% New 10 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 10 $2K
Aventura Private Wealth, LLC 0.00% — 9 $2K
Pinnacle Bancorp, Inc. 0.00% New 9 $2K
Capital A Wealth Management, LLC 0.00% — 8 $2K
Richard W. Paul & Associates, LLC 0.00% Reduce -99.4% 8 $2K
Grove Bank & Trust 0.00% No change 7 $1K
Trifecta Capital Advisors, LLC 0.00% No change 6 $1K
Park Square Financial Group, LLC 0.00% — 6 $1K
Nvwm, LLC 0.00% Add +100.0% 6 $1K
GoalVest Advisory LLC 0.00% Reduce -91.3% 6 $1K
Picton Mahoney Asset Management 0.00% No change 5 $1K
Hara Capital LLC 0.00% No change 5 $983
Pension & Wealth Management Advisors, Inc. 0.00% New 5 $983
Physician Wealth Advisors, Inc. 0.00% New 5 $983
TD Capital Management LLC 0.00% No change 5 $983
WealthTrak Capital Management LLC 0.00% — 4 $787
Sandy Spring Bank 0.00% No change 4 $787
Richardson Financial Services Inc. 0.00% Reduce -60.0% 4 $786
Cassady Schiller Wealth Management, LLC 0.00% New 4 $786
Core Alternative Capital 0.00% No change 4 $786
Hollencrest Capital Management 0.00% No change 4 $786
Sound Income Strategies, LLC 0.00% No change 4 $786
Winnacle Wealth LLC 0.00% — 4 $667
Principia Wealth Advisory, LLC 0.00% — 3 $590
Parkworth Wealth Management, Inc. 0.00% — 3 $590
Tradewinds Capital Management, LLC 0.00% No change 3 $590
Key Financial Inc 0.00% No change 3 $590
Kimelman & Baird, LLC 0.00% No change 3 $590
Valued Wealth Advisors LLC 0.00% No change 2 $394
WestEnd Advisors, LLC 0.00% No change 2 $393
Lanark Financial, Inc. 0.03% — 1 $371
Parallax Volatility Advisers, L.P. 0.00% New 1 $197
SOA Wealth Advisors, LLC. 0.00% No change 1 $197
Strengthening Families & Communities, LLC 0.00% No change 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.