Iqvia HoldingsIQV

13F holders, Q1 2025 (March 31)
992holders −11
94new positions
102sold out
10famous investors
$175.83avg. 13F price*

At the end of Q1 2025, 992 institutions reported holding Iqvia Holdings Inc. (IQV) in their 13F filings, down 11 from Q4 2024. 94 opened new positions and 102 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.6B) and Harris Associates (Oakmark Funds) ($2.0B). 10 famous investors held it, including Bill Nygren (3.3% of Harris Associates (Oakmark Funds)'s portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions94$317.5M
Exits102$189.9M

All 13F filers, Q4 2024 → Q1 2025: 10,789,463 shares bought and 10,548,709 shares sold, net +240,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 992 holders

Vanguard Group Inc. 0.06% Reduce -1.5% 19,838,315 $3.5B
BlackRock, Inc. 0.06% Reduce -4.7% 14,777,928 $2.6B
Harris Associates (Oakmark Funds) 3.31% Reduce -1.5% 11,169,383 $2.0B
State Street Corp. 0.06% Reduce -2.0% 7,723,208 $1.4B
Canada Pension Plan Investment Board 0.79% Add +7.3% 4,594,831 $810.1M
Geode Capital Management, LLC 0.06% Add +1.4% 4,235,055 $744.2M
Alliancebernstein L.P. 0.23% Reduce -1.6% 3,536,356 $623.5M
Farallon Capital Management, L.L.C. 3.24% Add +9.2% 3,411,851 $601.5M
Morgan Stanley 0.04% Reduce -6.3% 3,353,914 $591.3M
JPMorgan Chase & Co. 0.03% Add +45.7% 2,545,014 $448.7M
Invesco Ltd. 0.08% Reduce -3.6% 2,498,093 $440.4M
Capital Research Global Investors 0.08% Add +38.4% 2,125,670 $374.8M
Goldman Sachs Group Inc. 0.07% Add +14.4% 2,047,774 $361.0M
Longview Partners (Guernsey) LTD 2.88% Reduce -5.8% 2,028,276 $357.6M
Cantillon Capital Management LLC 2.29% Reduce -3.0% 2,004,434 $353.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.31% Reduce -21.0% 1,926,911 $339.7M
Northern Trust Corp. 0.05% Reduce -1.3% 1,768,470 $311.8M
Lazard Asset Management LLC 0.52% Reduce -32.9% 1,759,037 $310.1M
Norges Bank 0.04% Add +1.1% 1,729,425 $304.9M
American Century Companies Inc. 0.16% Add +26.8% 1,438,995 $253.7M
Dimensional Fund Advisors LP 0.06% Add +2.9% 1,428,561 $251.9M
Nordea Investment Management AB 0.26% Add +3.5% 1,454,069 $248.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -4.7% 1,327,922 $234.1M
Charles Schwab Investment Management Inc. 0.04% Add +0.1% 1,248,220 $220.1M
Two Sigma Investments, LP 0.49% Add +59.7% 1,226,405 $216.2M
Raymond James Financial Inc. 0.08% Reduce -2.8% 1,167,561 $205.8M
Legal & General Group Plc 0.06% Add +0.6% 1,165,139 $205.4M
CIBC Private Wealth Group LLC 0.41% Add +12.3% 1,332,311 $192.5M
Bank of New York Mellon Corp 0.04% Reduce -3.9% 1,040,620 $183.5M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -1.0% 1,039,819 $183.3M
Bank of America Corp. 0.02% Reduce -21.9% 980,470 $172.9M
D. E. Shaw & Co. 0.22% Add +1.3% 977,779 $172.4M
FMR LLC 0.01% Reduce -18.2% 930,133 $164.0M
Pacer Advisors, Inc. 0.40% Add +5036.1% 871,704 $153.7M
Ameriprise Financial Inc. 0.04% Reduce -10.8% 866,496 $152.8M
Amundi 0.05% Reduce -0.4% 874,567 $146.7M
Two Sigma Advisers, LP 0.32% Add +71.8% 809,100 $142.6M
Marshall Wace, LLP 0.18% Reduce -18.6% 776,774 $136.9M
UBS Group AG 0.03% Reduce -0.7% 771,818 $136.1M
Deutsche Bank AG 0.05% Reduce -9.8% 739,779 $130.4M
JARISLOWSKY, FRASER Ltd 0.78% Reduce -1.6% 708,480 $124.9M
Qube Research & Technologies Ltd 0.18% Add +48.1% 672,139 $118.5M
AQR Capital Management 0.12% Add +58.1% 675,597 $115.9M
KBC Group NV 0.33% Reduce -2.0% 603,752 $106.4M
Capital World Investors 0.02% Add +0.3% 589,738 $104.0M
Franklin Resources Inc. 0.03% Add +3.1% 541,601 $95.5M
FIL Ltd 0.09% Reduce -11.6% 533,220 $94.0M
Cadian Capital Management, LP 3.98% Add +31.8% 527,000 $92.9M
Swiss National Bank 0.06% Reduce -0.6% 511,880 $90.2M
Envestnet Asset Management Inc. 0.03% Add +15.9% 482,680 $85.1M
Douglass Winthrop Advisors, LLC 1.54% Reduce -2.3% 460,563 $81.2M
Rhumbline Advisers 0.07% Add +7.8% 452,517 $79.8M
Manufacturers Life Insurance Company, The 0.08% Reduce -1.0% 448,853 $79.1M
Holocene Advisors, LP 0.23% Reduce -11.2% 447,481 $78.9M
Earnest Partners LLC 0.37% Add +3.6% 441,904 $77.9M
Hawk Ridge Capital Management LP 3.64% New 437,302 $77.1M
Nuveen, LLC 0.02% — 432,944 $76.3M
Citigroup Inc. 0.06% Add +236.3% 415,420 $73.2M
Barclays PLC 0.03% Add +10.1% 409,170 $72.1M
Assenagon Asset Management S.A. 0.13% Add +55.6% 397,772 $70.1M
Royal Bank of Canada 0.02% Reduce -16.8% 392,647 $69.2M
HSBC Holdings PLC 0.04% Reduce -10.6% 372,079 $65.5M
Connor, Clark & Lunn Investment Management Ltd. 0.26% Add +47.0% 334,495 $59.0M
Millennium Management 0.06% Reduce -76.3% 325,328 $57.4M
California Public Employees Retirement System 0.04% Reduce -2.3% 320,025 $56.4M
National Pension Service 0.05% Add +10.7% 317,938 $56.1M
EULAV Asset Management 1.35% No change 309,000 $54.5M
Public Employees Retirement Association of Colorado 0.23% Reduce -0.2% 308,523 $54.4M
Parnassus Investments, LLC 0.13% Reduce -7.8% 308,267 $54.3M
BNP Paribas Financial Markets 0.04% Reduce -35.4% 307,656 $54.2M
California State Teachers Retirement System 0.07% Reduce -0.9% 306,768 $54.1M
Southpoint Capital Advisors LP 1.27% New 300,000 $52.9M
Primecap Management Co. 0.04% Add +0.6% 296,879 $52.3M
Arrowstreet Capital, Limited Partnership 0.04% Add +666.9% 289,581 $51.1M
Rockefeller Capital Management L.P. 0.12% Reduce -1.3% 284,417 $50.1M
T. Rowe Price Associates Inc. 0.01% Reduce -1.5% 284,069 $50.1M
Wells Fargo & Company 0.01% Add +93.8% 267,196 $47.1M
Allianz Asset Management GmbH 0.07% Add +276.8% 265,746 $46.9M
Criteria Caixa, S.A.U. 6.74% No change 260,633 $45.9M
Renaissance Technologies 0.07% Add +450.4% 257,847 $45.5M
Premier Fund Managers Ltd 1.66% Add +8.7% 250,099 $44.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Reduce -11.9% 247,476 $43.6M
CIBC Asset Management Inc 0.14% Add +3.7% 238,511 $42.0M
First Manhattan Co. Llc. 0.12% Add +13.6% 233,412 $41.2M
CI Investments Inc. 0.17% Add +9.5% 230,559 $40.6M
Worldquant Millennium Advisors LLC 0.25% Reduce -4.3% 225,231 $39.7M
Northwestern Mutual Wealth Management Co. 0.03% Add +42.9% 217,716 $38.4M
Schwartz Investment Counsel Inc. 1.29% No change 213,290 $37.6M
Country Trust Bank 0.93% Add +2.4% 209,671 $37.0M
2Xideas AG 5.47% Reduce -9.4% 204,237 $36.0M
Junto Capital Management LP 0.81% New 200,213 $35.3M
Principal Financial Group Inc. 0.02% Reduce -3.2% 193,467 $34.1M
Thompson Siegel & Walmsley LLC 0.58% Add +52.1% 192,895 $34.0M
DekaBank Deutsche Girozentrale 0.07% Reduce -4.0% 190,719 $33.5M
Handelsbanken Fonder AB 0.14% Reduce -28.6% 188,209 $33.2M
Macquarie Group Ltd. 0.04% Add +592.0% 176,377 $31.1M
Bank of Montreal 0.02% Reduce -18.8% 175,572 $31.0M
Marathon Asset Management Ltd 0.92% Add +14.4% 171,407 $30.2M
Associated Banc-Corp 0.92% Add +28.4% 170,422 $30.0M
State Board of Administration of Florida Retirement System 0.06% No change 168,548 $29.7M
Man Group plc 0.09% Add +80.5% 164,199 $28.9M
Stifel Financial Corp. 0.03% Reduce -6.0% 163,871 $28.9M
ASR Vermogensbeheer N.V. 0.42% — 159,749 $28.2M
Snyder Capital Management L P 0.61% Add +0.3% 157,353 $27.7M
Credit Agricole S A 0.10% Reduce -0.5% 149,891 $26.4M
Truist Financial Corp. 0.04% Reduce -12.6% 147,283 $26.0M
CANADA LIFE ASSURANCE Co 0.05% Reduce -3.5% 147,042 $26.0M
SG Americas Securities, LLC 0.09% Add +672.7% 147,203 $26.0M
New York State Teachers Retirement System 0.06% Reduce -5.1% 147,038 $25.9M
Squarepoint Ops LLC 0.06% Add +181.5% 143,699 $25.3M
Massachusetts Financial Services Co. 0.01% Add +0.9% 143,573 $25.3M
Hardman Johnston Global Advisors LLC 1.21% Reduce -29.1% 143,258 $25.3M
Candriam S.C.A. 0.16% Reduce -3.3% 143,036 $25.2M
MML Investors Services, LLC 0.08% Add +4.9% 137,013 $24.2M
Janus Henderson Group PLC 0.01% Reduce -6.6% 135,673 $24.1M
Washington Trust Advisors, Inc. 2.14% Add +0.0% 136,444 $24.1M
Aberdeen Group plc 0.05% Add +91.5% 137,843 $23.9M
Boston Family Office LLC 1.67% Reduce -0.6% 134,154 $23.7M
Glenmede Trust Co. NA 0.13% Reduce -53.0% 133,929 $23.6M
Bradley Foster & Sargent Inc. 0.40% Reduce -5.9% 133,890 $23.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +2.6% 131,369 $23.2M
Crestwood Advisors Group, LLC 0.44% Add +37.5% 131,037 $23.1M
Skandinaviska Enskilda Banken AB (publ) 0.11% Reduce -0.6% 130,867 $23.1M
STRS Ohio 0.10% Reduce -20.5% 130,000 $22.9M
Korea Investment CORP 0.06% Reduce -8.0% 129,728 $22.9M
National Bank of Canada 0.03% Add +55.0% 128,158 $22.6M
Compagnie Lombard Odier SCmA 0.28% Reduce -4.0% 127,592 $22.5M
Cerity Partners LLC 0.05% Reduce -49.1% 126,839 $22.4M
Aviva PLC 0.05% Add +15.5% 126,693 $22.3M
Howard Capital Management Group, LLC 1.69% Add +0.8% 122,914 $21.7M
Whittier Trust Co. 0.30% Add +2.4% 121,943 $21.5M
Banco Santander, S.A. 0.23% New 119,292 $21.0M
Federated Hermes, Inc. 0.04% Reduce -12.9% 117,559 $20.7M
Citadel Advisors 0.02% Add +30.6% 114,807 $20.2M
Robeco Institutional Asset Management B.V. 0.04% Reduce -1.4% 113,565 $20.0M
Philadelphia Trust Co. 1.71% Add +4.2% 113,275 $20.0M
PFM Health Sciences, LP 1.56% No change 111,854 $19.7M
Nichols & Pratt Advisers LLP 1.34% Add +1.9% 111,188 $19.6M
HighTower Advisors, LLC 0.03% Reduce -8.8% 107,789 $19.0M
Sei Investments Co. 0.02% Add +24.6% 107,770 $19.0M
Dana Investment Advisors, Inc. 0.68% Add +128.8% 107,691 $19.0M
Trexquant Investment LP 0.22% New 106,556 $18.8M
LGT Capital Partners LTD. 0.83% Add +40.9% 105,800 $18.7M
New York State Common Retirement Fund 0.03% Add +1.9% 104,480 $18.4M
Pictet Asset Management Holding SA 0.02% Reduce -1.3% 103,834 $18.3M
State of Wisconsin Investment Board 0.05% Add +1.9% 102,698 $18.1M
LPL Financial LLC 0.01% Add +5.8% 102,121 $18.0M
Prudential Financial Inc. 0.03% Reduce -3.3% 100,955 $17.8M
WASHINGTON TRUST Co 0.68% Reduce -0.8% 100,558 $17.7M
Russell Investments Group, Ltd. 0.02% Reduce -23.8% 99,005 $17.5M
Jefferies Financial Group Inc. 0.31% Add +93.9% 97,858 $17.3M
Van Eck Associates Corp. 0.02% Reduce -13.2% 96,418 $17.0M
Clark Estates Inc. 3.55% New 95,200 $16.8M
Heritage Investors Management Corp. 0.57% Add +8.0% 94,795 $16.7M
APG Asset Management N.V. 0.05% Reduce -4.5% 101,079 $16.5M
PGGM Investments 0.22% Add +586.8% 92,351 $16.3M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -3.9% 92,329 $16.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +8.7% 91,955 $16.2M
Stack Financial Management, Inc 1.31% Reduce -0.1% 89,005 $15.7M
Invenomic Capital Management LP 0.79% Add +65.7% 88,062 $15.5M
Ensign Peak Advisors, Inc 0.03% Add +2.3% 86,904 $15.3M
Swedbank AB 0.02% Reduce -1.6% 86,882 $15.3M
AXA S.A. 0.05% Add +15.8% 86,634 $15.3M
Royal London Asset Management Ltd. 0.04% Add +12.2% 85,928 $15.1M
Sone Capital Management, LLC 1.56% Add +155.3% 85,679 $15.1M
BLI - Banque de Luxembourg Investments 0.46% Reduce -0.6% 85,270 $15.1M
Vinva Investment Management Ltd 0.60% Add +828.7% 84,605 $15.0M
Arvest Bank Trust Division 0.94% Reduce -3.0% 84,520 $14.9M
Treasurer of the State of North Carolina 0.06% Add +4.1% 82,492 $14.5M
Running Oak Capital LLC 1.75% Add +35.2% 82,342 $14.5M
Trajan Wealth LLC 0.78% Add +0.5% 80,632 $14.2M
First Trust Advisors LP 0.01% Add +33.7% 80,170 $14.1M
DNB Asset Management AS 0.07% Add +0.7% 80,134 $14.1M
Erste Asset Management GmbH 0.18% Reduce -13.0% 79,467 $14.1M
Community Trust & Investment Co. 0.90% Add +2.8% 79,434 $14.0M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -2.9% 79,420 $14.0M
Calamos Advisors LLC 0.10% Add +33.9% 79,266 $14.0M
Van Lanschot Kempen Investment Management N.V. 0.14% Reduce -0.8% 78,364 $13.8M
TD Asset Management Inc 0.01% Reduce -0.9% 77,344 $13.6M
State of Tennessee, Department of Treasury 0.05% Reduce -9.8% 76,433 $13.5M
Nicholas Company, Inc. 0.23% Reduce -10.2% 75,761 $13.4M
Tudor Investment Corporation 0.12% Add +68.5% 75,187 $13.3M
Danske Bank A/S 0.04% Reduce -22.1% 74,865 $13.2M
Asset Management One Co., Ltd. 0.04% Add +7.2% 73,712 $13.0M
Sawgrass Asset Management LLC 1.58% Add +44.3% 72,906 $12.9M
Cetera Investment Advisers 0.02% Add +13.3% 72,681 $12.8M
Adage Capital Partners Gp, L.L.C. 0.02% Add +85.8% 72,201 $12.7M
Tower Bridge Advisors 1.44% Reduce -2.7% 72,068 $12.7M
Neuberger Berman Group LLC 0.01% Reduce -68.6% 70,791 $12.6M
Vontobel Holding Ltd. 0.05% Add +32.5% 70,643 $12.5M
Lynwood Price Capital Management LP 7.06% Add +38.5% 70,200 $12.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -76.9% 69,567 $12.3M
Punch & Associates Investment Management, Inc. 0.81% Add +16.6% 68,765 $12.1M
Commerce Bank 0.08% Reduce -5.4% 68,023 $12.0M
Loomis Sayles & Co. L P 0.02% Reduce -84.5% 67,748 $11.9M
Edmond DE Rothschild Holding S.A. 0.21% Reduce -9.4% 67,585 $11.9M
Bruni J V & Co. 1.38% Reduce -0.3% 67,493 $11.9M
Mediolanum International Funds Ltd 0.16% Reduce -0.5% 66,444 $11.8M
World Investment Advisors 0.31% Add +11.4% 66,807 $11.8M
Victory Capital Management Inc. 0.01% Reduce -25.1% 66,521 $11.7M
Wilkins Investment Counsel Inc. 1.68% Add +21.7% 66,514 $11.7M
GDS Wealth Management 1.00% Add +11.7% 66,471 $11.7M
Mn Services Vermogensbeheer B.V. 0.09% Reduce -7.3% 66,000 $11.6M
Focus Partners Wealth 0.03% Add +10.1% 64,052 $11.3M
South Dakota Investment Council 0.23% Add +410.0% 63,899 $11.3M
Nixon Peabody Trust Co. 0.96% Add +11.7% 63,823 $11.3M
KLP Kapitalforvaltning As 0.05% Add +1.4% 63,575 $11.2M
Steward Partners Investment Advisory, LLC 0.10% Reduce -7.3% 62,525 $11.0M
Tran Capital Management, L.P. 1.48% Reduce -50.1% 62,436 $11.0M
Toronto Dominion Bank 0.03% Add +0.0% 61,799 $10.9M
Bellevue Group AG 0.24% Add +36.2% 61,068 $10.8M
Swiss Life Asset Management Ltd 0.08% Add +170.3% 59,390 $10.5M
Jump Financial, LLC 0.16% Add +717.6% 59,200 $10.4M
Eastern Bank 0.20% Reduce -0.4% 58,795 $10.4M
Markel Group 0.09% No change 58,726 $10.4M
State of New Jersey Common Pension Fund D 0.05% Reduce -11.2% 58,502 $10.3M
Resona Asset Management Co.,Ltd. 0.06% Add +6.1% 58,409 $10.3M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -50.5% 57,833 $10.2M
Varma Mutual Pension Insurance Co 0.09% Reduce -10.6% 57,650 $10.2M
Nomura Asset Management Co. Ltd. 0.03% Add +6.0% 57,568 $10.1M
Kornitzer Capital Management Inc. 0.21% Reduce -15.0% 56,299 $9.9M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -4.0% 56,002 $9.9M
Voya Investment Management LLC 0.01% Reduce -1.7% 55,996 $9.9M
Public Employees Retirement System of Ohio 0.04% Reduce -10.4% 55,509 $9.8M
Osaic Holdings, Inc. 0.02% Reduce -12.3% 53,886 $9.5M
Cresset Asset Management, LLC 0.05% Add +8.3% 53,722 $9.5M
Whittier Trust Co. of Nevada Inc. 0.24% Add +3.9% 53,604 $9.5M
Arizona State Retirement System 0.06% Add +2.9% 53,265 $9.4M
McGuire Investment Group, LLC 1.39% Reduce -11.0% 52,892 $9.3M
Natixis Advisors, LLC 0.02% Reduce -67.0% 52,663 $9.3M
Sendero Wealth Management, LLC 1.28% Add +16.1% 52,486 $9.3M
Redwood Grove Capital, LLC 3.30% New 52,200 $9.2M
Quantinno Capital Management LP 0.06% Add +99.0% 51,546 $9.1M
Assetmark, Inc. 0.02% Add +4.3% 51,453 $9.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +0.6% 50,282 $8.9M
PNC Financial Services Group, Inc. 0.00% Add +0.8% 50,016 $8.8M
Daiwa Securities Group Inc. 0.04% Add +12.0% 49,602 $8.7M
Sheets Smith Wealth Management 1.08% Add +0.3% 49,150 $8.7M
Addenda Capital Inc. 0.31% Reduce -0.8% 48,248 $8.5M
Baird Financial Group, Inc. 0.02% Reduce -21.5% 47,898 $8.4M
Edgestream Partners, L.P. 0.28% Add +44.5% 47,557 $8.4M
Nippon Life Global Investors Americas, Inc. 0.41% Add +9.3% 47,350 $8.3M
Twinbeech Capital LP 0.15% Reduce -36.6% 46,982 $8.3M
Middleton & Co. Inc. 0.95% Reduce -4.8% 46,122 $8.1M
Marks Group Wealth Management, Inc 0.78% Add +33.2% 45,915 $8.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Reduce -6.9% 45,558 $8.0M
State of Michigan Retirement System 0.05% Reduce -3.0% 45,394 $8.0M
Pinebridge Investments, L.P. 0.06% New 45,281 $8.0M
MetLife Investment Management, LLC 0.04% Reduce -4.5% 44,569 $7.9M
Curi Capital, LLC 0.19% Reduce -3.5% 44,408 $7.8M
Aryeh Capital Management Ltd. 5.58% New 44,300 $7.8M
Ecofi Investissements SA 4.84% Add +0.8% 50,550 $7.6M
Lombard Odier Asset Management (Europe) Ltd 0.69% Add +7.4% 42,986 $7.6M
Exencial Wealth Advisors, LLC 0.28% Reduce -0.5% 42,658 $7.5M
Federation des caisses Desjardins du Quebec 0.04% Reduce -38.8% 42,409 $7.5M
Prudential PLC 0.04% Reduce -28.7% 41,747 $7.4M
Thrivent Financial for Lutherans 0.02% Add +10.4% 41,684 $7.3M
Ieq Capital, LLC 0.06% Add +0.3% 41,664 $7.3M
Motco 0.77% Add +7.6% 41,476 $7.3M
Tidal Investments LLC 0.06% Reduce -5.9% 41,235 $7.3M
Engineers Gate Manager LP 0.12% Add +149.4% 40,733 $7.2M
Telos Capital Management, Inc. 0.77% Add +3.1% 40,035 $7.1M
Corebridge Financial, Inc. 0.04% Reduce -5.8% 38,751 $6.8M
Czech National Bank 0.06% Add +2.8% 38,425 $6.8M
Forsta Ap-Fonden 0.05% Reduce -7.0% 38,400 $6.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +4.3% 38,258 $6.7M
SFE Investment Counsel 1.31% Add +110.9% 37,177 $6.6M
Callahan Advisors, LLC 0.62% Add +3.9% 37,107 $6.5M
M&T Bank Corp 0.02% Reduce -27.2% 37,090 $6.5M
Comerica Bank 0.03% Reduce -1.1% 37,082 $6.5M
Andra AP-fonden 0.11% Reduce -41.6% 36,775 $6.5M
Retirement Systems of Alabama 0.02% Reduce -3.7% 35,950 $6.3M
Janney Montgomery Scott LLC 0.02% Reduce -2.3% 35,685 $6.3M
OP Asset Management Ltd 0.10% — 35,102 $6.2M
Mackenzie Financial Corp. 0.01% Reduce -22.6% 34,985 $6.2M
Moore Capital Management, LP 0.24% New 34,961 $6.2M
Agf Management Ltd. 0.03% Reduce -0.9% 34,943 $6.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -0.5% 34,716 $6.1M
Mutual of America Capital Management LLC 0.07% Add +7.5% 34,435 $6.1M
Acadian Asset Management LLC 0.02% Reduce -27.1% 34,361 $6.1M
Amalgamated Bank 0.05% Add +0.7% 33,962 $6.0M
First American Trust, FSB 0.55% Add +3.3% 33,942 $6.0M
IFM Investors Pty Ltd 0.06% No change 33,653 $5.9M
Vision Capital Management, Inc. 0.85% Add +2.2% 33,644 $5.9M
Cannell & Spears LLC 0.13% Reduce -17.0% 33,113 $5.8M
Principal Securities, Inc. 0.13% No change 29,696 $5.8M
NFJ Investment Group, LLC 0.20% Reduce -10.8% 32,902 $5.8M
Wellington Management Group LLP 0.00% Add +232.4% 32,542 $5.7M
Teacher Retirement System of Texas 0.02% Add +201.6% 32,432 $5.7M
ProShare Advisors LLC 0.01% Add +1.2% 31,969 $5.6M
Creative Planning 0.01% Add +27.0% 31,100 $5.5M
Quadrature Capital Ltd 0.12% Add +31.6% 30,785 $5.4M
Gotham Asset Management 0.04% Reduce -4.0% 30,097 $5.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -15.2% 30,056 $5.3M
Integral Health Asset Management, LLC 0.59% New 30,000 $5.3M
Tairen Capital Ltd 0.35% New 30,000 $5.3M
Utah Retirement Systems 0.06% Reduce -0.3% 29,869 $5.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.71% Add +9.3% 29,463 $5.2M
Generali Asset Management SPA SGR 0.13% Add +183.8% 28,935 $5.1M
State of Alaska, Department of Revenue 0.06% Reduce -0.2% 28,817 $5.1M
NorthCoast Asset Management LLC 0.03% Add +74.0% 28,774 $5.1M
Commonwealth Equity Services, LLC 0.01% Add +10.0% 28,716 $5.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.1% 28,571 $5.0M
VeriStar Capital Management LP 9.12% New 28,284 $5.0M
WINTON GROUP Ltd 0.30% New 28,064 $4.9M
USS Investment Management Ltd 0.04% No change 27,771 $4.9M
US Bancorp \de 0.01% Add +2.0% 27,393 $4.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -56.8% 27,645 $4.7M
Forte Capital LLC 0.56% Reduce -1.3% 26,717 $4.7M
Bank of Nova Scotia 0.01% Reduce -49.6% 26,684 $4.7M
Xponance LLC 0.04% Reduce -1.2% 26,390 $4.7M
Police & Firemen's Retirement System of New Jersey 0.05% No change 26,172 $4.6M
Guggenheim Capital LLC 0.04% Add +14.9% 25,910 $4.6M
Schroder Investment Management Group 0.00% Reduce -66.7% 25,849 $4.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -5.8% 25,696 $4.6M
AMF Tjanstepension AB 0.03% No change 25,484 $4.5M
First Trust Bank, Ltd. 16.19% No change 25,017 $4.4M
ING Groep NV 0.03% Add +72.3% 24,787 $4.4M
Globeflex Capital L P 0.40% No change 24,357 $4.3M
Clarkston Capital Partners, LLC 0.08% No change 24,000 $4.2M
Elo Mutual Pension Insurance Co 0.09% Add +26.1% 23,780 $4.2M
Yousif Capital Management, LLC 0.05% Reduce -0.3% 23,229 $4.1M
Ethic Inc. 0.08% Add +8.9% 23,893 $4.1M
Providence Capital Advisors, LLC 0.83% Add +2.3% 22,771 $4.0M
Brevan Howard Capital Management LP 0.11% Add +18.5% 22,600 $4.0M
Nissay Asset Management Corp. /Japan 0.03% Add +0.8% 22,428 $4.0M
New York Life Investment Management LLC 0.04% Reduce -3.2% 22,350 $3.9M
Morningstar Investment Services LLC 0.72% Reduce -59.1% 22,343 $3.9M
Jane Street Group, LLC 0.01% Reduce -56.0% 22,249 $3.9M
Rhenman & Partners Asset Management AB 0.45% Reduce -24.1% 22,000 $3.9M
Storebrand Asset Management As 0.01% Reduce -35.3% 21,861 $3.9M
NewEdge Advisors, LLC 0.02% Add +13.9% 21,576 $3.8M
Public Sector Pension Investment Board 0.02% Add +3.5% 21,112 $3.7M
Cibc World Markets Corp. 0.03% Reduce -24.6% 20,826 $3.7M
Steinberg Asset Management LLC 2.92% Add +23.2% 20,340 $3.6M
Cibc World Market Inc. 0.01% Reduce -5.9% 20,213 $3.6M
Goelzer Investment Management, Inc. 0.20% Add +1.0% 19,950 $3.5M
Fisher Asset Management 0.00% Add +26.9% 19,925 $3.5M
Impax Asset Management Group plc 0.02% Reduce -90.2% 19,826 $3.5M
Los Angeles Capital Management LLC 0.02% Add +0.1% 19,709 $3.5M
Cullen Investment Group, LTD. 0.52% Reduce -5.3% 19,474 $3.4M
Atria Investments, Inc 0.04% Reduce -1.4% 19,436 $3.4M
Legacy Wealth Management, LLC / MS 1.12% New 19,427 $3.4M
Entropy Technologies, LP 0.33% Add +4.4% 19,256 $3.4M
D.A. Davidson & Co. 0.03% Reduce -1.1% 19,200 $3.4M
Argent Trust Co 0.14% Reduce -4.6% 19,099 $3.4M
Inspire Investing, LLC 0.40% Add +7.3% 19,087 $3.4M
New Age Alpha Advisors, LLC 0.15% Reduce -18.3% 18,974 $3.3M
Oddo BHF Asset Management Sas 0.13% Add +44.3% 18,542 $3.3M
Orion Porfolio Solutions, LLC 0.03% Add +13.5% 18,270 $3.2M
Orion Portfolio Solutions, LLC 0.03% Add +13.5% 18,270 $3.2M
Captrust Financial Advisors 0.01% Add +131.6% 18,074 $3.2M
Investment Research & Advisory Group, Inc. 1.32% Add +2.5% 17,977 $3.2M
FORA Capital, LLC 0.32% Add +45.0% 17,936 $3.2M
Verition Fund Management LLC 0.02% Add +181.0% 17,291 $3.0M
Susquehanna International Group, LLP 0.01% Reduce -80.6% 17,253 $3.0M
Bayesian Capital Management, LP 0.50% New 17,020 $3.0M
TD Waterhouse Canada Inc. 0.02% Reduce -4.2% 17,413 $3.0M
UniSuper Management Pty Ltd 0.02% Add +3.1% 16,654 $2.9M
Meridian Wealth Advisors, LLC 0.49% Add +11.9% 16,531 $2.9M
WCG Wealth Advisors LLC 0.22% Reduce -5.4% 16,503 $2.9M
Ratan Capital Management LP 0.93% Reduce -8.1% 16,302 $2.9M
Semmax Financial Advisors Inc. 0.77% Add +8.7% 19,005 $2.8M
Fifth Third Bancorp 0.01% Add +21.5% 16,013 $2.8M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -12.3% 15,981 $2.8M
Pine Valley Investments Ltd Liability Co 0.18% Add +3.7% 15,961 $2.8M
MAI Capital Management 0.02% Add +2064.1% 15,906 $2.8M
Thematics Asset Management 0.14% Add +3991.5% 15,875 $2.8M
Rakuten Investment Management, Inc. 0.01% — 15,683 $2.8M
Quantbot Technologies LP 0.09% Reduce -49.3% 15,758 $2.8M
Magnetar Financial LLC 0.04% Add +423.6% 15,708 $2.8M
Rafferty Asset Management, LLC 0.01% Reduce -24.3% 15,488 $2.7M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 15,000 $2.6M
Graphene Investments SAS 1.93% No change 15,000 $2.6M
Mariner, LLC 0.00% Add +5.7% 14,873 $2.6M
Logan Capital Management Inc. 0.12% Reduce -1.9% 14,796 $2.6M
Crossmark Global Holdings, Inc. 0.05% Add +2.3% 14,696 $2.6M
Oregon Public Employees Retirement Fund 0.05% Reduce -2.4% 14,392 $2.5M
Jackson Square Partners, LLC 0.34% Reduce -4.2% 14,367 $2.5M
Ossiam 0.03% Add +17.8% 14,134 $2.5M
ExodusPoint Capital Management, LP 0.03% New 14,068 $2.5M
Invera Wealth Advisors, LLC 1.60% Reduce -0.3% 14,052 $2.5M
Oak Thistle LLC 0.49% New 13,785 $2.4M
Corient Private Wealth LP 0.00% Add +2.3% 13,537 $2.4M
Mizuho Securities USA LLC 0.05% Reduce -18.0% 13,395 $2.4M
AlphaQuest LLC 0.26% Add +101.8% 13,349 $2.4M
Pinkerton Wealth, LLC 0.30% Add +5.7% 13,320 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% Add +4.0% 13,301 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +34.5% 13,259 $2.3M
NEOS Investment Management LLC 0.04% Add +23.8% 13,033 $2.3M
Nisa Investment Advisors, LLC 0.01% Add +20.3% 13,030 $2.3M
Voya Financial Advisors, Inc. 0.25% Add +9.5% 12,856 $2.3M
Tranquility Partners, LLC 0.88% Reduce -3.5% 12,877 $2.3M
Northwest & Ethical Investments L.P. 0.06% Reduce -10.4% 12,836 $2.3M
J. Safra Sarasin Holding AG 0.04% Reduce -36.5% 12,766 $2.3M
Prospera Financial Services Inc 0.05% Add +27.6% 12,719 $2.2M
Numerai GP LLC 0.42% New 12,716 $2.2M
Dark Forest Capital Management LP 0.10% New 12,481 $2.2M
Rosenblum Silverman Sutton S F Inc. 0.60% Reduce -29.2% 12,441 $2.2M
Daiichi Life Insurance Co., Ltd. 0.06% No change 12,338 $2.2M
Kentucky Retirement Systems 0.07% Add +3.4% 12,305 $2.2M
Richard Bernstein Advisors LLC 0.05% Reduce -2.9% 12,246 $2.2M
SVB Wealth LLC 0.09% Reduce -52.3% 12,241 $2.2M
Maia Wealth LLC 0.49% Reduce -2.5% 14,273 $2.2M
Cwm, LLC 0.01% Add +4.0% 12,039 $2.1M
Jag Capital Management, LLC 0.28% Reduce -6.3% 11,835 $2.1M
Clearstead Advisors, LLC 0.03% Add +99.1% 11,719 $2.1M
Bokf, NA 0.04% Reduce -62.0% 11,706 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -98.1% 11,684 $2.1M
Smith Salley Wealth Management 0.13% Add +4.2% 11,572 $2.0M
Clear Harbor Asset Management, LLC 0.16% Add +84.8% 11,570 $2.0M
Hanson & Doremus Investment Management 0.29% Add +14.0% 11,141 $2.0M
Mercer Global Advisors Inc. 0.00% Add +4.9% 11,129 $2.0M
Carmel Capital Partners, LLC 0.75% Reduce -5.5% 10,763 $1.9M
Metis Global Partners, LLC 0.05% Add +7.0% 10,727 $1.9M
Sava Infond d.o.o. 0.36% Add +4.6% 10,720 $1.9M
Avanza Fonder AB 0.06% Reduce -23.0% 10,761 $1.9M
Krilogy Financial LLC 0.12% New 10,500 $1.9M
EFG Asset Management (North America) Corp. 0.31% Reduce -23.8% 10,468 $1.8M
Gulf International Bank (UK) Ltd 0.06% Reduce -28.8% 10,332 $1.8M
First Business Financial Services, Inc. 0.18% Add +5.1% 10,309 $1.8M
Avantax Advisory Services, Inc. 0.01% Add +20.6% 10,227 $1.8M
Regions Financial Corp. 0.01% Add +25.9% 10,192 $1.8M
Hartford Investment Management Co. 0.06% Reduce -4.3% 10,187 $1.8M
Comprehensive Financial Consultants Institutional, Inc. 0.63% Add +8.1% 9,998 $1.8M
Banque Cantonale Vaudoise 0.08% — 9,987 $1.8M
Stonebridge Capital Advisors LLC 0.14% Add +1.2% 9,905 $1.7M
Sumitomo Life Insurance Co. 0.06% Reduce -0.3% 9,872 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Add +17.5% 9,798 $1.7M
Empowered Funds, LLC 0.02% Add +102.1% 9,728 $1.7M
HF Advisory Group, LLC 0.75% Reduce -2.2% 9,677 $1.7M
Pathstone Holdings, LLC 0.01% Reduce -19.4% 9,618 $1.7M
Norinchukin Bank, The 0.03% Add +13.8% 9,385 $1.7M
Natixis 0.01% Add +53.6% 9,534 $1.7M
Arvest Investments, Inc. 0.26% Reduce -1.1% 9,245 $1.6M
Harrell Investment Partners, LLC 0.48% Reduce -27.8% 9,211 $1.6M
Power Wealth Management LLC 0.66% Add +31.9% 9,205 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -3.2% 9,000 $1.6M
Bridges Investment Management Inc. 0.02% Reduce -0.3% 8,987 $1.6M
Sterling Capital Management LLC 0.02% Reduce -10.8% 8,972 $1.6M
Trillium Asset Management, LLC 0.05% Reduce -86.2% 8,883 $1.6M
Parallel Advisors, LLC 0.04% Reduce -3.2% 8,875 $1.6M
Securian Asset Management, Inc. 0.05% Reduce -4.3% 8,862 $1.6M
Keybank National Association 0.01% Reduce -2.2% 8,819 $1.6M
Knollwood Investment Advisory, LLC 0.17% No change 8,700 $1.5M
Patriot Financial Group Insurance Agency, LLC 0.20% Add +17.0% 8,637 $1.5M
Dohj, LLC 0.34% Add +53.9% 8,496 $1.5M
Geneos Wealth Management Inc. 0.05% Add +3.0% 8,472 $1.5M
Maryland State Retirement & Pension System 0.04% Reduce -12.5% 8,425 $1.5M
QRG Capital Management, Inc. 0.02% Add +51.9% 8,403 $1.5M
E. Ohman J:or Asset Management AB 0.04% No change 8,361 $1.5M
Plato Investment Management Ltd 0.12% Add +17.0% 8,125 $1.4M
Wilmington Savings Fund Society, FSB 0.03% Reduce -8.9% 8,201 $1.4M
Illinois Municipal Retirement Fund 0.02% No change 8,168 $1.4M
Aquatic Capital Management LLC 0.04% New 8,134 $1.4M
Smith Group Asset Management, LLC 0.11% Reduce -1.4% 8,112 $1.4M
Kovack Advisors, Inc. 0.15% Add +10.4% 8,101 $1.4M
New Mexico Educational Retirement Board 0.05% Reduce -2.4% 8,100 $1.4M
Cape Investment Advisory, Inc. 0.56% Reduce -3.7% 7,991 $1.4M
Centiva Capital, LP 0.08% Add +272.6% 7,925 $1.4M
Blair William & Co. 0.00% Add +38.0% 7,925 $1.4M
Unique Wealth Strategies, LLC 0.63% Add +3.8% 7,902 $1.4M
Concurrent Investment Advisors, LLC 0.03% Add +39.3% 7,680 $1.4M
Dynamic Technology Lab Private Ltd 0.20% New 7,660 $1.4M
Terra Alpha Investments LLC 1.46% Add +4.8% 7,644 $1.3M
Panagora Asset Management Inc. 0.01% Add +60.9% 7,594 $1.3M
PFG Advisors 0.07% Add +24.8% 7,571 $1.3M
Carret Asset Management, LLC 0.15% Add +3.8% 7,566 $1.3M
Jain Global LLC 0.03% New 7,448 $1.3M
Parsons Capital Management Inc. 0.07% Reduce -17.3% 7,374 $1.3M
Townsquare Capital LLC 0.01% Reduce -26.0% 7,354 $1.3M
GAM Holding AG 0.10% Add +23.4% 7,268 $1.3M
Montag A & Associates Inc. 0.06% Reduce -57.6% 7,212 $1.3M
Integrated Advisors Network LLC 0.06% Reduce -39.8% 7,189 $1.3M
Montanova Capital, LLC 0.05% No change 7,175 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -52.4% 7,167 $1.3M
Caliber Wealth Management, LLC / KS 0.17% — 7,130 $1.3M
Machina Capital S.A.S. 0.37% New 7,114 $1.3M
Corsair Capital Management, L.P. 0.32% Reduce -67.3% 7,105 $1.3M
Raiffeisen Bank International AG 0.02% Reduce -11.4% 7,050 $1.3M
Twin City Private Wealth, LLC 1.09% Reduce -2.3% 7,001 $1.2M
AXS Investments LLC 0.34% Add +2.0% 7,000 $1.2M
PKO Investment Management Joint-Stock Co 0.14% Add +180.0% 7,000 $1.2M
Oppenheimer Asset Management Inc. 0.02% Reduce -31.6% 6,950 $1.2M
Graham Capital Management, L.P. 0.06% Reduce -38.5% 6,885 $1.2M
Merit Financial Group, LLC 0.02% Add +59.5% 6,845 $1.2M
Jaffetilchin Investment Partners, LLC 0.09% Reduce -10.8% 6,777 $1.2M
Vestcor Inc 0.04% Add +1.8% 6,734 $1.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.18% Add +4.1% 6,732 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -34.6% 6,678 $1.2M
BNP Paribas 0.05% No change 6,608 $1.2M
Dymon Asia Capital (singapore) Pte. LTD. 0.93% New 6,600 $1.2M
Highland Capital Management, LLC 0.07% Add +2.3% 6,541 $1.2M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.1% 6,528 $1.2M
MIdWestOne Financial Group, Inc. 0.16% Reduce -4.7% 6,486 $1.1M
Virtu Financial LLC 0.06% Add +46.3% 6,480 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +13.0% 6,468 $1.1M
Empirical Finance, LLC 0.07% Add +2.4% 6,374 $1.1M
Crux Wealth Advisors 0.58% Reduce -5.3% 6,269 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% — 7,848 $1.1M
Sequoia Financial Advisors, LLC 0.01% Reduce -92.7% 6,234 $1.1M
Aspire Private Capital, LLC 0.27% Add +355.3% 6,228 $1.1M
Fuller & Thaler Asset Management, Inc. 0.00% Add +29.8% 6,179 $1.1M
Aviso Financial Inc. 0.05% Reduce -95.3% 6,078 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -58.3% 5,991 $1.1M
Stablepoint Partners, LLC 0.19% Add +0.1% 5,959 $1.1M
Prescott Group Capital Management, L.L.C. 0.15% New 5,900 $1.0M
Fairbanks Capital Management, Inc. 0.67% Reduce -0.5% 5,879 $1.0M
Sagespring Wealth Partners, LLC 0.03% Add +26.1% 5,861 $1.0M
North Star Asset Management Inc. 0.05% Reduce -4.9% 5,840 $1.0M
Advisors Asset Management, Inc. 0.02% Add +25.3% 5,826 $1.0M
Intact Investment Management Inc. 0.03% No change 5,700 $1.0M
Stamos Capital Partners, L.P. 0.26% Reduce -24.9% 5,691 $1.0M
Pallas Capital Advisors LLC 0.04% Add +270.6% 5,629 $992K
Nebula Research & Development LLC 0.09% New 5,566 $981K
Koss-Olinger Consulting, LLC 0.08% New 5,545 $978K
Tokio Marine Asset Management Co. Ltd. 0.04% No change 5,508 $971K
Triglav Investments, D.O.O. 0.08% No change 5,500 $970K
Fiduciary Family Office, LLC 0.32% New 5,456 $962K
Private Advisor Group, LLC 0.01% Add +11.6% 5,435 $958K
Nan Shan Life Insurance Co., Ltd. 0.02% No change 5,430 $957K
Park Avenue Securities LLC 0.01% Add +40.4% 5,425 $956K
Exchange Traded Concepts, LLC 0.02% Add +2.8% 5,357 $944K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -2.8% 5,321 $938K
Bowman & Co S.C. 0.46% Add +12.9% 5,321 $938K
Nomura Holdings Inc. 0.01% Reduce -7.0% 5,288 $932K
Kentucky Retirement Systems Insurance Trust Fund 0.07% New 5,241 $924K
Fairtree Asset Management (Pty) Ltd 0.74% Add +104.0% 5,219 $920K
Todd Asset Management LLC 0.02% No change 5,208 $918K
Shell Asset Management Co. 0.04% Reduce -2.1% 5,179 $913K
Investment Management Corp of Ontario 0.02% Reduce -57.9% 5,149 $908K
Kestra Advisory Services, LLC 0.00% Reduce -8.5% 5,125 $904K
Drucker Wealth 3.0, LLC 0.20% Reduce -30.5% 5,027 $886K
AE Wealth Management LLC 0.01% Add +79.0% 5,009 $883K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% New 5,000 $882K
Axq Capital, LP 0.35% Add +41.3% 4,978 $878K
Copperleaf Capital, LLC 0.52% Reduce -42.9% 4,969 $876K
Laurel Wealth Advisors LLC 0.14% Add +7.5% 4,917 $867K
Gsa Capital Partners LLP 0.08% Add +263.0% 4,904 $865K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.10% Reduce -0.6% 4,826 $851K
Fiduciary Trust Co 0.01% Reduce -33.3% 4,712 $831K
L. Roy Papp & Associates, LLP 0.10% Reduce -2.1% 4,704 $829K
Strategic Global Advisors, LLC 0.16% No change 4,668 $823K
Cornerstone Advisors, LLC 0.03% No change 4,600 $811K
Hickory Asset Management, Inc. 0.72% Reduce -4.4% 4,576 $807K
V-Square Quantitative Management LLC 0.12% Add +3.5% 4,524 $798K
Vident Advisory, LLC 0.01% Add +60.4% 4,499 $793K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -1.8% 5,369 $790K
Applied Finance Capital Management, LLC 0.06% No change 4,477 $789K
HB Wealth Management, LLC 0.01% Add +41.7% 4,431 $781K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -52.8% 4,336 $762K
Wealthfront Advisers LLC 0.00% Add +7.4% 4,310 $760K
GF Fund Management Co. LTD. 0.02% No change 4,278 $754K
Qtron Investments LLC 0.11% Reduce -23.9% 4,274 $754K
Humankind Investments LLC 0.19% Add +1.6% 4,257 $751K
Boothbay Fund Management, LLC 0.03% New 4,256 $750K
Centaurus Financial, Inc. 0.05% Add +9.3% 4,249 $749K
Sanctuary Advisors, LLC 0.01% Reduce -35.4% 4,156 $733K
Lido Advisors, LLC 0.00% Reduce -7.7% 4,147 $731K
BBR Partners, LLC 0.05% No change 4,106 $724K
United Services Automobile Association 0.02% New 4,054 $719K
Kintegral Advisory, LLC 0.07% Reduce -0.3% 4,033 $711K
Farringdon Capital, Ltd. 0.36% Reduce -8.3% 4,014 $708K
R Squared Ltd 0.76% Add +119.1% 4,010 $707K
Allred Capital Management, LLC 0.28% Add +25.7% 3,990 $703K
Advisory Services Network, LLC 0.01% Add +0.4% 3,909 $689K
Magnolia Capital Advisors LLC 0.19% Add +16.8% 3,891 $686K
Stonebrook Private Inc. 0.18% Add +7.5% 3,887 $685K
Gilliland Jeter Wealth Management LLC 0.24% Reduce -7.8% 3,865 $681K
Caprock Group, LLC 0.02% Add +42.3% 3,863 $681K
First Horizon Advisors, Inc. 0.02% Reduce -16.5% 3,851 $679K
Foundations Investment Advisors, LLC 0.01% Reduce -33.6% 3,837 $676K
FSB Premier Wealth Management, Inc. 0.26% Add +14.3% 3,753 $662K
Harbert Fund Advisors, LLC 0.77% New 3,750 $661K
Malaga Cove Capital, LLC 0.28% Add +52.7% 3,730 $658K
Choreo, LLC 0.01% Reduce -28.3% 3,709 $654K
Vega Investment Solutions 0.13% Reduce -25.5% 3,703 $653K
Herold Advisors, Inc. 0.14% Reduce -5.1% 3,700 $652K
Dimension Capital Management LLC 0.12% No change 3,685 $650K
Meeder Advisory Services, Inc. 0.04% Reduce -6.3% 3,669 $647K
Virtue Capital Management, LLC 0.08% Add +143.1% 3,666 $646K
APG Asset Management US Inc. 0.00% No change 3,767 $645K
Archford Capital Strategies, LLC 0.09% Reduce -69.5% 3,648 $643K
Brighton Jones LLC 0.02% Add +1.6% 3,631 $640K
Apollon Wealth Management, LLC 0.01% Add +1.4% 3,628 $640K
LeClair Wealth Partners LLC 0.46% Add +17.3% 3,626 $639K
Birchbrook, Inc. 0.35% Add +5.8% 3,568 $629K
Campbell & CO Investment Adviser LLC 0.05% New 3,523 $621K
Lanark Financial, Inc. 0.05% — 3,527 $621K
Great Lakes Retirement, Inc. 0.08% Add +15.2% 3,518 $620K
MQS Management LLC 0.36% New 3,513 $619K
United Community Bank 0.23% No change 3,502 $617K
China Universal Asset Management Co., Ltd. 0.06% No change 3,500 $617K
Tower Research Capital LLC (TRC) 0.02% Reduce -68.0% 3,423 $603K
B. Riley Wealth Advisors, Inc. 0.02% Add +42.1% 3,387 $597K
Outlook Wealth Advisors, LLC 0.16% New 3,347 $590K
Florida Trust Wealth Management Co 0.02% Reduce -22.1% 3,315 $584K
Versor Investments LP 0.09% Reduce -73.2% 3,296 $581K
Coldstream Capital Management Inc. 0.01% Reduce -10.5% 3,272 $577K
Lebenthal Global Advisors, LLC 0.11% Add +82.2% 3,269 $576K
One Wealth Map LLC 0.38% No change 4,042 $571K
Global Trust Asset Management, LLC 0.35% No change 3,228 $569K
Blueshift Asset Management, LLC 0.22% Add +99.1% 3,217 $567K
Hutchens & Kramer Investment Management Group, LLC 0.31% Reduce -4.8% 3,208 $566K
Waverly Advisors, LLC 0.01% Reduce -0.1% 3,180 $561K
Advisory Alpha, LLC 0.02% Reduce -1.9% 3,127 $551K
Beacon Financial Group 0.06% Reduce -13.3% 3,124 $551K
Client 1ST Advisory Group, LLC 0.21% No change 3,122 $550K
BOK Financial Private Wealth, Inc. 0.04% Reduce -53.2% 3,099 $546K
GeoWealth Management, LLC 0.02% Add +6.1% 3,090 $545K
Liberty One Investment Management, LLC 0.06% Reduce -1.9% 3,085 $544K
Petrus Trust Company, LTA 0.05% Add +151.1% 3,071 $541K
T. Rowe Price Investment Management, Inc. 0.00% Add +20.4% 3,033 $535K
Burns Matteson Capital Management, LLC 0.29% Reduce -17.9% 3,028 $534K
S&co Inc. 0.04% No change 3,000 $528K
Mgo One Seven LLC 0.02% Add +0.9% 2,969 $523K
Mufg Securities Americas Inc. 0.06% Add +16.3% 2,961 $522K
AlTi Global, Inc. 0.01% Add +64.3% 2,935 $517K
Praxis Investment Management Inc. 0.04% No change 2,920 $515K
Perigon Wealth Management, LLC 0.01% Reduce -2.9% 2,921 $515K
Inceptionr LLC 0.15% Add +11.7% 2,914 $514K
Simplex Trading, LLC 0.02% New 2,847 $501K
Sterling Investment Counsel, LLC 0.17% New 2,837 $500K
Greenleaf Trust 0.00% Reduce -11.2% 2,819 $497K
Flputnam Investment Management Co. 0.01% Reduce -6.5% 2,816 $497K
&partners 0.01% Add +24.0% 2,813 $496K
Brookstone Capital Management 0.01% Add +5.7% 2,804 $494K
Citizens Financial Group Inc. 0.01% Reduce -1.2% 2,785 $491K
XTX Topco Ltd 0.03% New 2,775 $489K
Harbor Capital Advisors, Inc. 0.02% New 2,732 $482K
SCS Capital Management LLC 0.01% New 2,720 $480K
iSAM Funds (UK) Ltd 0.24% New 2,712 $478K
Mutual Advisors, LLC 0.01% Add +85.1% 3,126 $470K
Kelleher Financial Advisors 0.18% Reduce -0.1% 2,622 $462K
Inspire Advisors, LLC 0.05% Add +0.7% 2,601 $459K
Meriwether Wealth & Planning, LLC 0.30% Add +0.2% 2,572 $453K
Abound Financial, LLC 0.23% Reduce -2.0% 2,554 $450K
Quadrant Capital Group LLC 0.02% Add +175.0% 2,552 $450K
Aristeia Capital, L.L.C. 0.03% New 2,518 $444K
Algert Global LLC 0.01% New 2,510 $443K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -11.5% 2,468 $435K
Jasper Ridge Partners, L.P. 0.01% No change 2,463 $434K
United Capital Financial Advisors, LLC 0.00% Reduce -11.7% 2,460 $434K
Oregon Pacific Wealth Management, LLC 0.43% Add +2.7% 2,457 $433K
CSS LLC 0.09% New 2,450 $432K
Hudson Bay Capital Management LP 0.00% New 2,440 $430K
Great Lakes Advisors, LLC 0.00% Reduce -6.2% 2,404 $424K
Horizon Investments, LLC 0.01% Add +1.4% 2,402 $423K
NBT Bank, N.A. 0.03% Reduce -44.2% 2,392 $422K
Teza Capital Management LLC 0.19% Reduce -49.0% 2,391 $422K
Holderness Investments Co. 0.10% No change 2,391 $422K
1832 Asset Management L.P. 0.00% Reduce -20.2% 2,391 $422K
LGT Group Foundation 0.01% Reduce -90.2% 2,390 $421K
MSH Capital Advisors LLC 0.13% Add +11.6% 2,371 $418K
Summit Trail Advisors, LLC 0.01% Add +27.7% 2,369 $418K
LMR Partners LLP 0.01% New 2,369 $418K
Baldwin Investment Management, LLC 0.05% Reduce -17.9% 2,353 $415K
Fulton Bank, N.A. 0.02% Reduce -11.1% 2,317 $408K
ProVise Management Group, LLC 0.03% Reduce -1.0% 2,300 $405K
DAVENPORT & Co LLC 0.00% No change 2,296 $405K
Pitcairn Co. 0.02% Reduce -9.5% 2,291 $404K
Profund Advisors LLC 0.02% Reduce -5.6% 2,291 $404K
Busey Bank 0.01% No change 2,282 $402K
Signaturefd, LLC 0.01% Reduce -21.9% 2,261 $399K
Alps Advisors Inc. 0.00% Reduce -28.1% 2,251 $397K
Snowden Capital Advisors LLC 0.01% Reduce -2.8% 2,244 $396K
IVC Wealth Advisors LLC 0.21% Reduce -2.4% 2,215 $391K
Regatta Capital Group, LLC 0.08% Add +1.9% 2,206 $389K
GAMMA Investing LLC 0.03% Add +56.3% 2,197 $387K
Kuhn & Co Investment Counsel 0.32% No change 2,175 $383K
Meridian Wealth Management, LLC 0.02% Reduce -0.4% 2,170 $383K
Brown Advisory Inc. 0.00% Reduce -11.1% 2,165 $382K
Rathbones Group PLC 0.00% No change 2,160 $381K
Siemens Fonds Invest GmbH 0.03% Add +7.7% 2,142 $378K
Strategic Investment Advisors / MI 0.04% New 2,136 $377K
Integrated Wealth Concepts LLC 0.00% Reduce -23.0% 2,126 $375K
Haven Private, LLC 0.21% Reduce -10.6% 2,080 $367K
Allstate Corp. 0.01% Reduce -61.8% 2,072 $365K
Fifth Third Wealth Advisors LLC 0.02% Add +12.6% 2,070 $365K
Focus Partners Advisor Solutions, LLC 0.01% New 2,069 $365K
Milestone Asset Management, LLC 0.08% Add +1.4% 2,026 $357K
E Fund Management Co., Ltd. 0.02% Add +0.1% 2,025 $357K
Trust Asset Management LLC 0.03% Reduce -8.8% 2,002 $353K
Ironsides Asset Advisors, LLC 0.10% No change 2,000 $353K
Level Four Advisory Services, LLC 0.01% Reduce -3.1% 1,999 $352K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -94.1% 1,994 $352K
First Citizens Bank & Trust Co. 0.01% Reduce -38.5% 1,954 $344K
Forum Financial Management, LP 0.01% Reduce -6.6% 1,930 $340K
Principle Wealth Partners LLC 0.02% No change 1,920 $338K
Fortitude Family Office, LLC 0.12% Reduce -2.1% 1,915 $338K
John G Ullman & Associates Inc. 0.05% No change 1,900 $335K
HighPoint Advisor Group LLC 0.02% Add +1.6% 2,168 $333K
Heartwood Wealth Advisors LLC 0.04% No change 1,877 $331K
Aprio Wealth Management, LLC 0.04% Add +48.5% 1,864 $329K
Peterson Wealth Services 0.10% Add +0.1% 1,862 $328K
Counterpoint Mutual Funds LLC 0.05% New 1,857 $327K
Headlands Technologies LLC 0.04% Add +10.9% 1,857 $327K
Flagship Harbor Advisors, LLC 0.02% New 1,840 $324K
Quarry LP 0.08% New 1,828 $322K
Great Valley Advisor Group, Inc. 0.01% Reduce -21.4% 1,822 $321K
Ellevest, Inc. 0.02% Add +17.3% 1,814 $320K
Atria Wealth Solutions, Inc. 0.00% Add +5.6% 1,812 $319K
Cigna Investments Inc. 0.06% Reduce -1.4% 1,810 $319K
Raleigh Capital Management Inc. 0.14% Add +382.9% 1,806 $318K
Independent Advisor Alliance 0.01% Add +4.2% 1,801 $318K
Diversified Trust Co. 0.01% Reduce -38.8% 1,788 $315K
EntryPoint Capital, LLC 0.14% Add +26.7% 1,778 $313K
EverSource Wealth Advisors, LLC 0.02% Add +19.9% 1,777 $313K
Dynamic Advisor Solutions LLC 0.01% Add +20.3% 1,770 $312K
Bessemer Group Inc. 0.00% Reduce -2.9% 1,766 $311K
Berry Wealth Group, LP 0.24% Add +29.3% 1,764 $311K
KRS Capital Management, LLC 0.25% No change 1,750 $309K
DRW Securities, LLC 0.03% New 1,739 $307K
Sowell Financial Services LLC 0.01% New 1,729 $305K
Schonfeld Strategic Advisors LLC 0.00% Reduce -22.0% 1,726 $304K
S-Bank Fund Management Ltd 0.06% — 1,721 $303K
Cumberland Partners Ltd 0.02% Reduce -2.6% 1,714 $302K
Groupe la Francaise 0.01% No change 1,600 $298K
Optiver Holding B.V. 0.01% New 1,683 $297K
Continuum Advisory, LLC 0.04% Reduce -8.0% 1,658 $292K
MBB Public Markets I LLC 0.03% New 1,655 $292K
Bank of Marin 0.37% Reduce -18.9% 1,641 $289K
Center for Financial Planning, Inc. 0.04% Add +1.4% 1,634 $288K
Zacks Investment Management 0.00% Reduce -0.4% 1,605 $283K
Cook Wealth, LLC 0.14% No change 1,861 $281K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.1% 1,594 $281K
Transce3nd, LLC 0.13% Add +2850.0% 1,593 $280K
Hilltop Holdings Inc. 0.02% Reduce -7.1% 1,586 $280K
Cordgrass Capital Advisors, LLC 0.08% Reduce -51.9% 1,579 $278K
Cutter & CO Brokerage, Inc. 0.07% Reduce -3.9% 1,574 $277K
Wexford Capital LP 0.07% No change 1,569 $277K
Gladstone Institutional Advisory LLC 0.01% Add +3.3% 1,558 $275K
Net Worth Advisory Group 0.09% Add +42.3% 1,552 $274K
Jones Financial Companies LLLP 0.00% Add +26.4% 1,536 $272K
Perbak Capital Partners LLP 0.20% New 1,545 $272K
BSW Wealth Partners 0.04% Add +34.3% 1,540 $272K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,522 $268K
Tranquilli Financial Advisor LLC 0.17% Reduce -6.7% 1,512 $267K
Gratus Wealth Advisors, LLC 0.04% Reduce -6.7% 1,510 $266K
Alliance Wealth Advisors, LLC 0.16% Reduce -9.3% 1,506 $266K
SummitTX Capital, L.P. 0.01% — 1,500 $264K
Ballentine Partners, LLC 0.00% Add +4.9% 1,477 $260K
Nova R Wealth, Inc. 0.13% Add +2.2% 1,472 $259K
Broadway Wealth Solutions, Inc. 0.19% Add +4.6% 1,460 $257K
Checchi Capital Advisers, LLC 0.02% Reduce -12.0% 1,458 $257K
MTM Investment Management, LLC 0.10% Reduce -4.6% 1,500 $257K
Wedbush Securities Inc. 0.01% New 1,452 $256K
Peapack Gladstone Financial Corp. 0.00% No change 1,416 $250K
Callan Family Office, LLC 0.02% Reduce -22.0% 1,408 $248K
Keel Point, LLC 0.02% New 1,389 $245K
SIH Partners, LLLP 0.02% New 1,385 $244K
Angeles Wealth Management, LLC 0.02% Reduce -8.4% 1,372 $242K
Ostrum Asset Management 0.01% Add +19.9% 1,360 $240K
Cary Street Partners Financial LLC 0.01% Reduce -81.3% 1,351 $238K
Everpar Advisors LLC 0.13% Reduce -11.4% 1,342 $237K
Klingenstein Fields & Co. LP 0.01% No change 1,321 $233K
Platform Technology Partners 0.07% Reduce -2.2% 1,320 $233K
Rainier Family Wealth Inc. 0.27% Reduce -26.0% 1,306 $230K
Veracity Capital LLC 0.09% Add +3.2% 1,306 $230K
Chicago Partners Investment Group LLC 0.01% Reduce -8.2% 1,450 $222K
Cypress Wealth Services, LLC 0.04% Add +1.1% 1,256 $221K
Lyell Wealth Management, LP 0.02% Reduce -12.3% 1,255 $221K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -7.0% 1,240 $219K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -81.5% 1,226 $216K
Richard W. Paul & Associates, LLC 0.08% Add +15025.0% 1,210 $213K
Prelude Capital Management, LLC 0.02% New 1,203 $212K
Phoenix Financial Ltd. 0.00% Reduce -14.8% 1,174 $208K
Ancora Advisors LLC 0.00% Reduce -2.8% 1,167 $206K
iA Global Asset Management Inc. 0.00% No change 1,160 $205K
Bayforest Capital Ltd 0.09% New 1,151 $203K
High Net Worth Advisory Group LLC 0.06% No change 1,150 $203K
Leonard Rickey Investment Advisors P.L.L.C. 0.04% Reduce -7.9% 1,339 $202K
Chilton Investment Co. Inc. 0.00% New 1,137 $200K
Trueblood Wealth Management, LLC 0.09% Add +0.1% 1,136 $200K
CENTRAL TRUST Co 0.00% Add +56.3% 1,100 $194K
Pandora Wealth, Inc. 0.13% — 1,098 $194K
Allianz SE 0.01% No change 1,080 $190K
Millstone Evans Group, LLC 0.12% No change 1,006 $177K
Icon Wealth Advisors, LLC 0.01% No change 979 $173K
Smartleaf Asset Management LLC 0.02% Add +11.7% 957 $170K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -19.5% 943 $166K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% No change 940 $166K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -24.3% 933 $164K
Westpac Banking Corp. 0.01% Reduce -20.7% 926 $163K
Anchor Investment Management, LLC 0.01% No change 900 $159K
Penserra Capital Management LLC 0.00% Reduce -31.3% 873 $153K
Brooklyn Investment Group 0.03% Add +2.8% 858 $151K
Western Pacific Wealth Management, LP 0.13% No change 845 $149K
State of Wyoming 0.02% Reduce -1.3% 840 $148K
Mather Group, Llc. 0.00% Add +83.5% 769 $136K
CX Institutional 0.01% Reduce -35.5% 758 $134K
Spire Wealth Management 0.00% Reduce -0.3% 731 $129K
Leonteq Securities AG 0.01% Add +74.4% 682 $120K
Versant Capital Management, Inc 0.02% Add +129.5% 677 $119K
Lindbrook Capital, LLC 0.01% Reduce -29.3% 643 $113K
Oakworth Capital, Inc. 0.01% No change 638 $112K
Nemes Rush Group LLC 0.01% Add +15.0% 621 $109K
Salem Investment Counselors Inc. 0.00% No change 612 $108K
IFP Advisors, Inc 0.00% Reduce -45.7% 603 $106K
Wolff Wiese Magana LLC 0.07% No change 600 $106K
Smithfield Trust Co 0.01% Add +112.8% 583 $103K
Independence Bank of Kentucky 0.02% Add +42.9% 580 $102K
Allworth Financial LP 0.00% Reduce -29.5% 677 $102K
Caitong International Asset Management Co., Ltd 0.07% Add +99.3% 558 $98K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.1% 558 $98K
Private Trust Co. NA 0.01% Add +22.4% 536 $94K
Ofi Invest Asset Management 0.00% Reduce -3.3% 559 $91K
Parkside Financial Bank & Trust 0.01% Reduce -0.8% 496 $87K
Johnson Financial Group, Inc. 0.00% Add +817.0% 486 $86K
Harbor Investment Advisory, LLC 0.01% Reduce -63.0% 476 $84K
TD Private Client Wealth LLC 0.00% Reduce -50.0% 476 $84K
Atala Financial Inc 0.06% No change 465 $82K
Sentry Investment Management LLC 0.05% Reduce -23.1% 527 $81K
Wealth Preservation Advisors, LLC 0.06% — 453 $80K
Group One Trading LLC 0.00% New 453 $80K
LRI Investments, LLC 0.01% Reduce -1.5% 23,710 $79K
Colonial Trust Advisors 0.01% No change 450 $79K
Park Square Financial Group, LLC 0.06% Add +7166.7% 436 $77K
Zions Bancorporation, National Association 0.00% — 418 $74K
True Wealth Design, LLC 0.03% Add +391.6% 408 $72K
Chilton Capital Management LLC 0.00% No change 401 $71K
HM Payson & Co. 0.00% No change 400 $71K
Paradigm Asset Management Co. LLC 0.02% No change 398 $70K
Atlas Capital Advisors Inc. 0.01% Add +34.5% 390 $69K
Huntington National Bank 0.00% Reduce -18.1% 380 $67K
Cromwell Holdings LLC 0.04% Add +69.8% 377 $66K
Private Wealth Asset Management, LLC 0.01% — 375 $66K
Ascentis Wealth Management, LLC 0.02% New 353 $60K
Covestor Ltd 0.04% Add +40.7% 339 $60K
Colonial Trust Co / SC 0.01% Reduce -32.1% 336 $59K
Brown Brothers Harriman & Co. 0.00% Reduce -28.5% 333 $59K
Bruce G. Allen Investments, LLC 0.05% Add +178.4% 323 $57K
Bay Harbor Wealth Management, LLC 0.02% New 321 $57K
SBI Securities Co., Ltd. 0.00% Add +2.6% 315 $56K
GPS Wealth Strategies Group, LLC 0.01% Add +0.3% 314 $55K
Blue Trust, Inc. 0.00% Add +5.7% 299 $53K
Farther Finance Advisors, LLC 0.00% Reduce -12.7% 297 $51K
Clearstead Trust, LLC 0.01% Reduce -20.0% 288 $51K
Quent Capital, LLC 0.01% Add +23.3% 281 $50K
Larson Financial Group LLC 0.00% Add +109.9% 275 $48K
UMB Bank, n.a. 0.00% Reduce -32.9% 269 $47K
MV Capital Management, Inc. 0.00% Reduce -3.7% 261 $46K
Arax Advisory Partners 0.00% Reduce -43.4% 253 $45K
Peoples Bank 0.03% Reduce -4.0% 242 $43K
Concord Wealth Partners 0.01% No change 233 $41K
Hemington Wealth Management 0.01% Add +12.6% 223 $39K
St Germain D J Co. Inc. 0.00% Add +66.1% 191 $34K
AllSquare Wealth Management LLC 0.02% New 185 $33K
CVA Family Office, LLC 0.01% Reduce -4.2% 185 $33K
Deseret Mutual Benefit Administrators 0.02% No change 180 $32K
Security National Bank 0.01% No change 178 $31K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -92.0% 176 $31K
Creative Financial Designs Inc. 0.00% Reduce -1.1% 172 $30K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +436.7% 161 $28K
Park Place Capital Corp 0.01% Add +32.8% 158 $28K
American National Bank & Trust 0.00% New 145 $26K
Rothschild Investment LLC 0.00% Add +19.8% 145 $26K
Manchester Capital Management LLC 0.00% Reduce -13.3% 143 $25K
Battery Global Advisors, LLC 0.01% No change 141 $25K
Rise Advisors, LLC 0.01% Add +7.1% 136 $24K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -9.9% 136 $24K
Riverview Trust Co 0.02% Reduce -5.9% 127 $22K
Farmers & Merchants Investments Inc. 0.00% No change 125 $22K
AdvisorNet Financial, Inc 0.00% Add +281.3% 122 $22K
Harbour Investments, Inc. 0.00% Add +31.9% 120 $21K
Global Wealth Strategies & Associates 0.01% No change 118 $21K
Cornerstone Planning Group LLC 0.00% Add +133.9% 131 $19K
Alpine Bank Wealth Management 0.00% — 107 $19K
Caldwell Trust Co 0.00% No change 102 $18K
NewSquare Capital LLC 0.00% Add +466.7% 102 $18K
Olistico Wealth, LLC 0.01% No change 100 $18K
Costello Asset Management, INC 0.01% New 100 $18K
Blume Capital Management, Inc. 0.00% No change 100 $18K
Duncker Streett & Co. Inc. 0.00% No change 100 $18K
Walleye Capital LLC 0.00% New 100 $18K
Quest 10 Wealth Builders, Inc. 0.02% Add +50.9% 89 $16K
Cary Street Partners Investment Advisory LLC 0.01% Add +19.4% 86 $15K
JFS Wealth Advisors, LLC 0.00% Reduce -7.8% 83 $15K
FSA Wealth Management LLC 0.01% No change 81 $14K
J.Safra Asset Management Corp 0.00% Reduce -52.4% 81 $14K
Vermillion Wealth Management, Inc. 0.00% Reduce -25.0% 78 $14K
Sierra Ocean, LLC 0.01% Add +133.3% 77 $14K
Asset Dedication, LLC 0.00% Add +4.2% 75 $13K
Avalon Trust Co 0.00% New 72 $13K
Saudi Central Bank 0.07% New 71 $13K
Bogart Wealth, LLC 0.00% Reduce -26.0% 71 $13K
Citizens National Bank Trust Department 0.00% New 68 $12K
Red Tortoise LLC 0.01% No change 67 $12K
Cullen/Frost Bankers, Inc. 0.00% Add +20.0% 66 $12K
McIlrath & Eck, LLC 0.00% No change 65 $11K
SouthState Bank Corp 0.00% Add +114.3% 60 $11K
GW&K Investment Management, LLC 0.00% Reduce -10.9% 57 $10K
Beacon Capital Management, LLC 0.00% No change 55 $10K
Truvestments Capital LLC 0.00% Reduce -10.0% 54 $10K
Nova Wealth Management, Inc. 0.01% New 52 $9K
Global Financial Private Client, LLC 0.00% Add +15.9% 51 $9K
Frazier Financial Advisors, LLC 0.01% No change 50 $9K
Wood Tarver Financial Group, LLC 0.00% No change 50 $9K
Financial Management Professionals, Inc. 0.00% Add +11.1% 50 $9K
Midwest Capital Advisors, LLC 0.01% No change 49 $9K
CNB Bank 0.00% No change 49 $9K
Meeder Asset Management Inc. 0.00% Reduce -28.8% 47 $8K
Capital Analysts, LLC 0.00% No change 47 $8K
Whipplewood Advisors, LLC 0.00% Add +7142.2% 3,259 $8K
Ruedi Wealth Management, Inc. 0.00% No change 45 $8K
Golden State Wealth Management, LLC 0.00% No change 44 $8K
Pier Capital, LLC 0.00% No change 42 $7K
Christopher J. Hasenberg, Inc 0.00% No change 43 $7K
Clark Wealth Partners 0.01% New 41 $7K
CoreCap Advisors, LLC 0.00% Add +36.7% 41 $7K
Hantz Financial Services, Inc. 0.00% Reduce -81.1% 39 $7K
SJS Investment Consulting Inc. 0.00% Add +2.6% 39 $7K
Bell Investment Advisors, Inc 0.00% Add +33.3% 36 $6K
Capital Advisors, Ltd. LLC 0.00% Reduce -34.7% 32 $6K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 36 $6K
Carolina Wealth Advisors, LLC 0.00% No change 33 $6K
Salomon & Ludwin, LLC 0.00% Reduce -39.6% 32 $6K
Dunhill Financial, LLC 0.00% Reduce -11.4% 31 $5K
Prestige Wealth Management Group LLC 0.00% No change 30 $5K
Tortoise Investment Management, LLC 0.00% No change 30 $5K
Delta Asset Management LLC 0.00% No change 30 $5K
Compass Financial Services Inc 0.00% No change 29 $5K
Coston, McIsaac & Partners 0.00% No change 29 $5K
DT Investment Partners, LLC 0.00% No change 28 $5K
Aspect Partners, LLC 0.00% No change 28 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $5K
Archer Investment Corp 0.00% New 27 $5K
ORG Partners LLC 0.00% Reduce -94.9% 26 $4K
Fairman Group, LLC 0.00% Reduce -46.3% 22 $4K
Retirement Wealth Solutions LLC 0.00% New 23 $4K
HHM Wealth Advisors, LLC 0.00% No change 23 $4K
Robinswood Financial LLC 0.00% No change 23 $4K
Ogorek Anthony Joseph /NY/ 0.00% New 28 $4K
Roble, Belko & Company, Inc 0.00% No change 20 $4K
Carolinas Wealth Consulting LLC 0.00% Reduce -26.9% 19 $3K
Abound Wealth Management 0.00% Reduce -5.3% 18 $3K
Pineridge Advisors LLC 0.00% New 18 $3K
Avion Wealth 0.00% No change 16 $3K
TFC Financial Management, Inc. 0.00% No change 17 $3K
Raffa Wealth Management, LLC 0.00% No change 17 $3K
Trust Co. of Vermont 0.00% No change 17 $3K
WPG Advisers, LLC 0.00% Reduce -56.8% 16 $3K
Bartlett & Co. Wealth Management LLC 0.00% Add +6.7% 16 $3K
Pinnacle Bancorp, Inc. 0.00% Add +66.7% 15 $3K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -16.7% 15 $3K
Dogwood Wealth Management LLC 0.00% New 12 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 12 $2K
Hughes Financial Services, LLC 0.00% New 12 $2K
Investors Research Corp 0.00% No change 11 $2K
Redwood Park Advisors LLC 0.00% No change 10 $2K
Rosenberg Matthew Hamilton 0.00% New 10 $2K
JNBA Financial Advisors 0.00% No change 10 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 10 $2K
Aventura Private Wealth, LLC 0.00% No change 9 $2K
Highline Wealth Partners LLC 0.00% New 9 $2K
High Note Wealth, LLC 0.00% New 9 $2K
Activest Wealth Management 0.00% Reduce -93.3% 9 $2K
Principia Wealth Advisory, LLC 0.00% Add +233.3% 10 $2K
Key Financial Inc 0.00% Add +166.7% 8 $1K
Stonebridge Financial Group, LLC 0.00% New 8 $1K
WealthTrak Capital Management LLC 0.00% Add +75.0% 7 $1K
Financial Network Wealth Advisors LLC 0.00% New 7 $1K
Grove Bank & Trust 0.00% No change 7 $1K
JCIC Asset Management Inc. 0.00% New 6 $1K
Trifecta Capital Advisors, LLC 0.00% No change 6 $1K
WestEnd Advisors, LLC 0.00% Add +200.0% 6 $1K
Picton Mahoney Asset Management 0.00% No change 5 $1K
Winnacle Wealth LLC 0.00% Add +50.0% 6 $892
Capital A Wealth Management, LLC 0.00% Reduce -37.5% 5 $882
Hara Capital LLC 0.00% No change 5 $882
Pension & Wealth Management Advisors, Inc. 0.00% No change 5 $882
TD Capital Management LLC 0.00% No change 5 $882
Richardson Financial Services Inc. 0.00% No change 4 $705
Horizon Financial Services, LLC 0.00% Reduce -60.0% 4 $705
Nvwm, LLC 0.00% Reduce -33.3% 4 $705
Core Alternative Capital 0.00% No change 4 $705
Hollencrest Capital Management 0.00% No change 4 $705
Sound Income Strategies, LLC 0.00% No change 4 $705
Parkworth Wealth Management, Inc. 0.00% No change 3 $529
Private Wealth Management Group, LLC 0.00% Reduce -78.6% 3 $529
Tradewinds Capital Management, LLC 0.00% No change 3 $529
GoalVest Advisory LLC 0.00% Reduce -50.0% 3 $529
Kimelman & Baird, LLC 0.00% No change 3 $529
Strengthening Families & Communities, LLC 0.00% No change 2 $353
Valued Wealth Advisors LLC 0.00% No change 2 $353
American Capital Advisory, LLC 0.00% New 2 $353
HFM Investment Advisors, LLC 0.00% — 2 $353
Sunbelt Securities, Inc. 0.00% New 2 $353
Bear Mountain Capital, Inc. 0.00% New 2 $307
Vision Financial Markets LLC 0.00% New 1 $177
SOA Wealth Advisors, LLC. 0.00% No change 1 $176
TrinityBridge Ltd 0.00% No change 35 $0

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