Iqvia HoldingsIQV

13F holders, Q2 2025 (June 30)
980holders −12
112new positions
123sold out
10famous investors
$157.68avg. 13F price*

At the end of Q2 2025, 980 institutions reported holding Iqvia Holdings Inc. (IQV) in their 13F filings, down 12 from Q1 2025. 112 opened new positions and 123 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock, Inc. ($2.2B) and Harris Associates (Oakmark Funds) ($1.9B). 10 famous investors held it, including Bill Nygren (3.0% of Harris Associates (Oakmark Funds)'s portfolio), David Tepper (0.7% of Appaloosa's portfolio) and Cliff Asness (0.2% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions112$1.2B
Exits123$547.9M

All 13F filers, Q1 2025 → Q2 2025: 21,361,728 shares bought and 13,721,334 shares sold, net +7,640,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 980 holders

Vanguard Group Inc. 0.05% Reduce -0.8% 19,676,559 $3.1B
BlackRock, Inc. 0.04% Reduce -4.2% 14,155,877 $2.2B
Harris Associates (Oakmark Funds) 3.01% Add +5.2% 11,753,182 $1.9B
State Street Corp. 0.05% Reduce -1.3% 7,624,844 $1.2B
Geode Capital Management, LLC 0.05% Reduce -0.4% 4,218,154 $661.8M
Canada Pension Plan Investment Board 0.56% Reduce -9.3% 4,168,479 $656.9M
Farallon Capital Management, L.L.C. 2.77% Add +12.9% 3,851,351 $606.9M
Alliancebernstein L.P. 0.18% Add +0.6% 3,555,929 $560.4M
Artisan Partners Limited Partnership 0.77% New 3,272,872 $515.8M
JPMorgan Chase & Co. 0.03% Add +22.8% 3,126,171 $492.7M
FMR LLC 0.03% Add +212.5% 2,906,615 $458.1M
Invesco Ltd. 0.06% Reduce -3.7% 2,406,780 $379.3M
Morgan Stanley 0.02% Reduce -28.6% 2,396,490 $377.7M
Longview Partners (Guernsey) LTD 3.11% Add +12.8% 2,288,714 $360.7M
Nordea Investment Management AB 0.30% Add +41.7% 2,060,460 $326.3M
Lazard Asset Management LLC 0.45% Add +6.1% 1,866,537 $294.1M
Capital Research Global Investors 0.06% Reduce -14.9% 1,809,743 $285.2M
Northern Trust Corp. 0.04% Add +0.3% 1,774,705 $279.7M
Goldman Sachs Group Inc. 0.04% Reduce -14.0% 1,760,304 $277.4M
Norges Bank 0.03% Reduce -0.9% 1,714,321 $270.2M
American Century Companies Inc. 0.14% Add +14.2% 1,643,452 $259.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +19.6% 1,588,343 $250.3M
AQR Capital Management 0.20% Add +130.2% 1,555,298 $245.1M
Cantillon Capital Management LLC 1.38% Reduce -24.5% 1,513,678 $238.5M
Dimensional Fund Advisors LP 0.05% Reduce -1.3% 1,409,556 $222.1M
Amundi 0.07% Add +46.3% 1,279,817 $210.7M
CIBC Private Wealth Group LLC 0.38% Add +0.1% 1,333,665 $210.2M
Charles Schwab Investment Management Inc. 0.03% Add +1.1% 1,261,383 $198.8M
Qube Research & Technologies Ltd 0.27% Add +86.0% 1,250,174 $197.0M
Raymond James Financial Inc. 0.06% Reduce -2.3% 1,141,049 $179.8M
Legal & General Group Plc 0.04% Reduce -3.4% 1,126,047 $177.5M
Two Sigma Investments, LP 0.33% Reduce -8.9% 1,117,676 $176.1M
Two Sigma Advisers, LP 0.36% Add +36.9% 1,107,300 $174.5M
Pacer Advisors, Inc. 0.42% Add +17.9% 1,027,852 $162.0M
Bank of New York Mellon Corp 0.03% Reduce -3.6% 1,003,600 $158.2M
UBS Group AG 0.03% Add +25.2% 965,987 $152.2M
Bank of America Corp. 0.01% Reduce -6.0% 922,147 $145.3M
Deutsche Bank AG 0.05% Add +16.6% 862,676 $135.9M
Arrowstreet Capital, Limited Partnership 0.09% Add +193.1% 848,771 $133.8M
Squarepoint Ops LLC 0.29% Add +475.2% 826,515 $130.3M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -22.2% 808,887 $127.5M
JARISLOWSKY, FRASER Ltd 0.71% Add +11.9% 793,023 $125.0M
Alyeska Investment Group, L.P. 0.42% New 745,904 $117.5M
Vulcan Value Partners, LLC 2.01% New 668,756 $114.2M
Cadian Capital Management, LP 5.76% Add +23.8% 652,300 $102.8M
Envestnet Asset Management Inc. 0.03% Add +31.2% 633,262 $99.8M
Capital World Investors 0.01% Add +0.0% 589,843 $93.0M
Earnest Partners LLC 0.41% Add +30.0% 574,380 $90.5M
Primecap Management Co. 0.07% Add +83.1% 543,571 $85.7M
Ameriprise Financial Inc. 0.02% Reduce -37.6% 540,278 $85.1M
FIL Ltd 0.07% Add +1.0% 538,395 $84.8M
Swiss National Bank 0.05% Add +4.3% 533,780 $84.1M
Royal Bank of Canada 0.01% Add +18.9% 467,014 $73.6M
Rhumbline Advisers 0.06% Add +3.0% 466,242 $73.5M
KBC Group NV 0.20% Reduce -24.1% 458,070 $72.2M
Connor, Clark & Lunn Investment Management Ltd. 0.25% Add +36.1% 455,206 $71.7M
Wells Fargo & Company 0.02% Add +68.1% 449,231 $70.8M
Manufacturers Life Insurance Company, The 0.06% Reduce -0.8% 445,135 $70.1M
Nuveen, LLC 0.02% Add +2.3% 442,945 $69.8M
Citigroup Inc. 0.05% Add +5.8% 439,626 $69.3M
Franklin Resources Inc. 0.02% Reduce -19.4% 436,709 $68.8M
D. E. Shaw & Co. 0.07% Reduce -55.3% 436,679 $68.8M
Barclays PLC 0.03% Add +6.2% 434,406 $68.5M
Worldquant Millennium Advisors LLC 0.34% Add +90.8% 429,802 $67.7M
Platinum Investment Management Ltd. 4.10% New 390,795 $61.6M
Marshall Wace, LLP 0.07% Reduce -54.9% 350,199 $55.2M
HSBC Holdings PLC 0.04% Reduce -5.9% 350,085 $55.2M
BNP Paribas Financial Markets 0.04% Add +10.4% 339,817 $53.6M
California Public Employees Retirement System 0.03% Add +3.3% 330,627 $52.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Reduce -83.2% 324,686 $51.2M
Rockefeller Capital Management L.P. 0.11% Add +9.3% 310,995 $49.0M
EULAV Asset Management 1.14% No change 309,000 $48.7M
Appaloosa 0.73% New 300,000 $47.3M
California State Teachers Retirement System 0.05% Reduce -5.1% 291,129 $45.9M
CIBC Asset Management Inc 0.14% Add +18.8% 283,243 $44.6M
Cornerstone Investment Partners, LLC 1.96% New 282,378 $44.5M
National Pension Service 0.04% Reduce -12.2% 279,186 $44.0M
Millennium Management 0.04% Reduce -14.3% 278,922 $44.0M
Thompson Siegel & Walmsley LLC 0.72% Add +39.6% 269,321 $42.4M
Clarkston Capital Partners, LLC 0.88% Add +991.6% 261,975 $41.3M
Allianz Asset Management GmbH 0.05% Reduce -3.0% 257,887 $40.6M
Susquehanna International Group, LLP 0.06% Add +1366.3% 252,978 $39.9M
Premier Fund Managers Ltd 1.44% Add +0.4% 251,065 $39.5M
T. Rowe Price Associates Inc. 0.00% Reduce -13.8% 245,017 $38.6M
First Manhattan Co. Llc. 0.11% Add +4.9% 244,892 $38.6M
Northwestern Mutual Wealth Management Co. 0.03% Add +8.2% 235,487 $37.1M
Jefferies Financial Group Inc. 0.62% Add +131.7% 226,688 $35.7M
Weiss Asset Management LP 0.67% New 225,307 $35.5M
Lakewood Capital Management, LP 2.69% New 224,200 $35.3M
Glenmede Investment Management, LP 0.18% — 222,388 $35.0M
National Bank of Canada 0.04% Add +69.7% 217,495 $34.3M
Assenagon Asset Management S.A. 0.05% Reduce -46.1% 214,301 $33.8M
Country Trust Bank 0.75% Add +0.7% 211,194 $33.3M
Ruffer LLP 1.45% New 207,887 $32.8M
Parnassus Investments, LLC 0.08% Reduce -32.7% 207,331 $32.7M
Skandinaviska Enskilda Banken AB (publ) 0.14% Add +55.4% 203,404 $32.1M
Man Group plc 0.07% Add +23.3% 202,428 $31.9M
PGGM Investments 0.54% Add +115.2% 198,698 $31.3M
DekaBank Deutsche Girozentrale 0.06% Add +4.2% 198,648 $31.2M
Handelsbanken Fonder AB 0.10% Reduce -2.1% 184,316 $29.0M
Principal Financial Group Inc. 0.02% Reduce -6.3% 181,320 $28.6M
MML Investors Services, LLC 0.08% Add +32.0% 180,834 $28.5M
Korea Investment CORP 0.06% Add +32.6% 172,009 $27.1M
ASR Vermogensbeheer N.V. 0.35% Add +7.4% 171,595 $27.0M
Associated Banc-Corp 0.76% Add +0.2% 170,778 $26.9M
Massachusetts Financial Services Co. 0.01% Add +18.9% 170,689 $26.9M
Marathon Asset Management Ltd 0.86% Reduce -1.3% 169,261 $26.7M
Candriam S.C.A. 0.15% Add +18.3% 169,180 $26.7M
Act Two Investors LLC 5.42% New 168,336 $26.5M
State Board of Administration of Florida Retirement System 0.05% Reduce -0.1% 168,308 $26.5M
Macquarie Group Ltd. 0.03% Reduce -5.2% 167,170 $26.3M
Vinva Investment Management Ltd 0.67% Add +90.8% 161,383 $25.7M
Truist Financial Corp. 0.04% Add +8.4% 159,707 $25.2M
Cerity Partners LLC 0.04% Add +24.9% 158,432 $25.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +19.6% 157,115 $24.8M
Clark Estates Inc. 5.49% Add +63.0% 155,200 $24.5M
STRS Ohio 0.09% Add +13.2% 147,188 $23.2M
New York State Teachers Retirement System 0.05% Reduce -0.4% 146,433 $23.1M
Bank of Montreal 0.01% Reduce -16.7% 146,317 $23.1M
Aberdeen Group plc 0.04% Add +4.3% 143,803 $22.7M
Hardman Johnston Global Advisors LLC 1.00% Reduce -0.0% 143,226 $22.6M
CANADA LIFE ASSURANCE Co 0.03% Reduce -5.2% 139,335 $22.0M
Washington Trust Advisors, Inc. 1.75% Add +0.1% 136,551 $21.5M
Dana Investment Advisors, Inc. 0.71% Add +25.6% 135,203 $21.3M
Edmond DE Rothschild Holding S.A. 0.34% Add +97.4% 133,384 $21.0M
Aviva PLC 0.04% Add +4.1% 131,882 $20.8M
Trajan Wealth LLC 1.02% Add +63.5% 131,813 $20.8M
Whittier Trust Co. 0.25% Add +7.7% 131,359 $20.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -47.1% 130,901 $20.6M
Howard Capital Management Group, LLC 1.41% Add +4.6% 128,584 $20.3M
Invenomic Capital Management LP 1.14% Add +44.5% 127,282 $20.1M
Boston Family Office LLC 1.30% Reduce -7.6% 124,007 $19.5M
Federated Hermes, Inc. 0.04% Add +4.0% 122,260 $19.3M
HG Vora Capital Management, LLC 2.08% New 120,000 $18.9M
LPL Financial LLC 0.01% Add +17.5% 119,964 $18.9M
Banco Santander, S.A. 0.18% Reduce 0.0% 119,291 $18.8M
CI Investments Inc. 0.07% Reduce -48.4% 119,042 $18.8M
Stifel Financial Corp. 0.02% Reduce -28.2% 117,591 $18.5M
Assetmark, Inc. 0.04% Add +127.9% 117,261 $18.5M
Compagnie Lombard Odier SCmA 0.24% Reduce -10.4% 114,332 $18.0M
Philadelphia Trust Co. 1.38% Add +0.8% 114,195 $18.0M
SG Americas Securities, LLC 0.08% Reduce -22.5% 114,060 $18.0M
Community Trust & Investment Co. 1.03% Add +42.8% 113,439 $17.9M
Nichols & Pratt Advisers LLP 1.20% Add +1.6% 112,919 $17.8M
Crestwood Advisors Group, LLC 0.32% Reduce -14.1% 112,612 $17.7M
Robeco Institutional Asset Management B.V. 0.03% Reduce -0.9% 112,543 $17.7M
Prudential Financial Inc. 0.02% Add +9.4% 110,498 $17.4M
Schwartz Investment Counsel Inc. 0.57% Reduce -48.3% 110,290 $17.4M
Parkman Healthcare Partners LLC 2.00% New 109,500 $17.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +18.4% 108,894 $17.2M
TD Asset Management Inc 0.01% Add +36.1% 105,280 $16.6M
Pictet Asset Management Holding SA 0.02% Add +1.2% 105,108 $16.6M
Heritage Investors Management Corp. 0.52% Add +10.4% 104,704 $16.5M
Renaissance Technologies 0.02% Reduce -60.0% 103,047 $16.2M
New York State Common Retirement Fund 0.02% Reduce -1.4% 102,980 $16.2M
Cetera Investment Advisers 0.03% Add +37.7% 100,093 $15.8M
Glenview Capital Management, LLC 0.45% New 100,000 $15.8M
WASHINGTON TRUST Co 0.55% Reduce -1.0% 99,512 $15.7M
Van Eck Associates Corp. 0.02% Add +3.2% 99,509 $15.7M
Running Oak Capital LLC 1.74% Add +20.3% 99,077 $15.6M
Eversept Partners, LP 1.55% New 97,604 $15.4M
State of Wisconsin Investment Board 0.04% Reduce -7.4% 95,115 $15.0M
Keystone Investors Pte Ltd. 3.07% New 94,270 $14.9M
Swedbank AB 0.02% Add +6.5% 92,551 $14.6M
First Trust Advisors LP 0.01% Add +14.8% 92,015 $14.5M
Sei Investments Co. 0.02% Reduce -15.3% 91,236 $14.4M
Ieq Capital, LLC 0.09% Add +118.0% 90,824 $14.3M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.4% 90,157 $14.2M
DNB Asset Management AS 0.06% Add +11.4% 89,265 $14.1M
Panagora Asset Management Inc. 0.06% Add +1057.7% 87,917 $13.9M
Ensign Peak Advisors, Inc 0.02% Add +1.0% 87,797 $13.8M
South Dakota Investment Council 0.27% Add +37.3% 87,712 $13.8M
GDS Wealth Management 1.01% Add +31.6% 87,491 $13.8M
Punch & Associates Investment Management, Inc. 0.86% Add +26.8% 87,166 $13.7M
AXA S.A. 0.04% Add +0.3% 86,904 $13.7M
APG Asset Management N.V. 0.04% Reduce -0.3% 100,739 $13.5M
Redwood Grove Capital, LLC 4.45% Add +63.2% 85,200 $13.4M
MBB Public Markets I LLC 1.54% Add +5035.1% 84,986 $13.4M
Arvest Bank Trust Division 0.77% Reduce -0.6% 84,001 $13.2M
Royal London Asset Management Ltd. 0.03% Reduce -2.3% 83,949 $13.2M
Bradley Foster & Sargent Inc. 0.21% Reduce -37.5% 83,660 $13.2M
Erste Asset Management GmbH 0.11% Add +4.4% 82,987 $13.2M
Treasurer of the State of North Carolina 0.04% Reduce -0.8% 81,842 $12.9M
Calamos Advisors LLC 0.08% No change 79,266 $12.5M
World Investment Advisors 0.28% Add +17.9% 78,747 $12.4M
Danske Bank A/S 0.03% Add +3.5% 77,466 $12.2M
Mediolanum International Funds Ltd 0.15% Add +15.8% 76,950 $12.1M
Loomis Sayles & Co. L P 0.02% Add +12.7% 76,323 $12.0M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -4.3% 75,968 $12.0M
Schonfeld Strategic Advisors LLC 0.09% Add +4291.1% 75,790 $11.9M
Nicholas Company, Inc. 0.20% Reduce -0.0% 75,746 $11.9M
Wilkins Investment Counsel Inc. 1.68% Add +13.2% 75,280 $11.9M
Asset Management One Co., Ltd. 0.04% Add +0.5% 74,107 $11.7M
Osaic Holdings, Inc. 0.02% Add +31.9% 71,103 $11.2M
Toronto Dominion Bank 0.02% Add +13.0% 69,820 $11.0M
Focus Partners Wealth 0.02% Add +7.5% 68,886 $10.9M
Tower Bridge Advisors 1.18% Reduce -5.0% 68,473 $10.8M
Bruni J V & Co. 1.13% Add +0.5% 67,843 $10.7M
Brevan Howard Capital Management LP 0.12% Add +195.1% 66,702 $10.5M
Mn Services Vermogensbeheer B.V. 0.07% No change 66,000 $10.4M
Gotham Asset Management 0.06% Add +119.2% 65,964 $10.4M
Quantinno Capital Management LP 0.04% Add +27.6% 65,790 $10.4M
Victory Capital Management Inc. 0.01% Reduce -2.3% 64,998 $10.2M
Steward Partners Investment Advisory, LLC 0.08% Add +3.7% 64,854 $10.2M
Verition Fund Management LLC 0.06% Add +275.0% 64,845 $10.2M
KLP Kapitalforvaltning As 0.04% Add +1.7% 64,675 $10.2M
2Xideas AG 1.71% Reduce -69.2% 62,894 $9.9M
Aryeh Capital Management Ltd. 7.66% Add +40.2% 62,100 $9.8M
Nippon Life Global Investors Americas, Inc. 0.43% Add +30.7% 61,870 $9.8M
BLI - Banque de Luxembourg Investments 0.28% Reduce -27.6% 61,730 $9.7M
Russell Investments Group, Ltd. 0.01% Reduce -38.3% 61,110 $9.6M
Aquatic Capital Management LLC 0.19% Add +649.6% 60,974 $9.6M
Federation des caisses Desjardins du Quebec 0.04% Add +43.1% 60,704 $9.6M
Nixon Peabody Trust Co. 0.74% Reduce -5.0% 60,656 $9.6M
Resona Asset Management Co.,Ltd. 0.05% Add +3.0% 60,143 $9.5M
Pine Valley Investments Ltd Liability Co 0.55% Add +275.3% 59,894 $9.4M
State of New Jersey Common Pension Fund D 0.04% No change 58,502 $9.2M
Moore Capital Management, LP 0.20% Add +67.2% 58,438 $9.2M
Nomura Asset Management Co. Ltd. 0.03% Add +1.0% 58,128 $9.2M
Eastern Bank 0.17% Reduce -3.0% 57,009 $9.0M
Kornitzer Capital Management Inc. 0.18% Reduce -0.1% 56,262 $8.9M
NFJ Investment Group, LLC 0.31% Add +70.3% 56,037 $8.8M
Sone Capital Management, LLC 0.81% Reduce -35.2% 55,513 $8.7M
Motco 0.84% Add +13.3% 46,987 $8.7M
Whittier Trust Co. of Nevada Inc. 0.20% Add +2.0% 54,680 $8.6M
Vontobel Holding Ltd. 0.03% Reduce -22.8% 54,546 $8.6M
Public Employees Retirement System of Ohio 0.03% Reduce -2.0% 54,394 $8.6M
Bank of Nova Scotia 0.02% Add +102.3% 53,969 $8.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +7.0% 53,809 $8.5M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -7.2% 53,643 $8.5M
Jain Global LLC 0.14% Add +615.2% 53,266 $8.4M
Lynwood Price Capital Management LP 4.16% Reduce -24.4% 53,079 $8.4M
Varma Mutual Pension Insurance Co 0.06% Reduce -8.5% 52,750 $8.3M
McGuire Investment Group, LLC 1.06% Reduce -0.5% 52,637 $8.3M
Orbis Allan Gray Ltd 0.04% New 52,195 $8.2M
Sendero Wealth Management, LLC 1.02% Reduce -1.6% 51,631 $8.1M
Arizona State Retirement System 0.05% Reduce -3.3% 51,520 $8.1M
Marks Group Wealth Management, Inc 0.75% Add +11.4% 51,164 $8.1M
Commerce Bank 0.05% Reduce -25.3% 50,838 $8.0M
Van Lanschot Kempen Investment Management N.V. 0.08% Reduce -35.3% 50,704 $8.0M
Neuberger Berman Group LLC 0.01% Reduce -28.9% 50,329 $7.9M
Ecofi Investissements SA 8.75% Reduce -0.1% 50,500 $7.9M
PNC Financial Services Group, Inc. 0.01% Reduce -0.6% 49,710 $7.8M
Markel Group 0.07% Reduce -15.5% 49,642 $7.8M
Addenda Capital Inc. 0.28% Add +2.0% 49,232 $7.8M
Sheets Smith Wealth Management 0.91% No change 49,150 $7.7M
Pinebridge Investments, L.P. 0.06% Add +7.6% 48,703 $7.7M
Daiwa Securities Group Inc. 0.03% Reduce -4.0% 47,635 $7.5M
Cannell & Spears LLC 0.15% Add +42.4% 47,167 $7.4M
Voya Investment Management LLC 0.01% Reduce -16.0% 47,021 $7.4M
Prudential PLC 0.05% Add +12.4% 46,928 $7.4M
Baird Financial Group, Inc. 0.01% Reduce -2.2% 46,828 $7.4M
Taikang Asset Management (Hong Kong) Co Ltd 0.92% Add +53.8% 45,324 $7.1M
Tidal Investments LLC 0.05% Add +8.7% 44,803 $7.1M
State of Michigan Retirement System 0.04% Reduce -1.5% 44,694 $7.0M
Middleton & Co. Inc. 0.78% Reduce -4.4% 44,093 $6.9M
Natixis Advisors, LLC 0.01% Reduce -16.9% 43,751 $6.9M
Forsta Ap-Fonden 0.05% Add +13.5% 43,600 $6.9M
SFE Investment Counsel 1.21% Add +17.0% 43,491 $6.9M
Callahan Advisors, LLC 0.62% Add +17.2% 43,475 $6.9M
HRT Financial LP 0.03% New 43,017 $6.8M
MetLife Investment Management, LLC 0.04% Reduce -5.6% 42,055 $6.6M
State of Tennessee, Department of Treasury 0.02% Reduce -45.2% 41,890 $6.6M
Telos Capital Management, Inc. 0.66% Add +2.4% 41,006 $6.5M
Principal Securities, Inc. 0.12% Add +37.0% 40,691 $6.4M
Exencial Wealth Advisors, LLC 0.22% Reduce -5.0% 40,511 $6.4M
Jump Financial, LLC 0.08% Reduce -31.6% 40,508 $6.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +5.4% 40,308 $6.4M
Czech National Bank 0.05% Add +4.5% 40,172 $6.3M
Creative Planning 0.01% Add +25.9% 39,151 $6.2M
Thrivent Financial for Lutherans 0.01% Reduce -8.0% 38,358 $6.0M
Generali Asset Management SPA SGR 0.14% Add +30.0% 37,624 $5.9M
Agf Management Ltd. 0.03% Add +6.0% 37,049 $5.8M
Mackenzie Financial Corp. 0.01% Add +4.5% 36,546 $5.8M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -49.5% 36,432 $5.7M
Swiss Life Asset Management Ltd 0.03% Reduce -39.8% 35,756 $5.6M
OP Asset Management Ltd 0.08% Add +1.0% 35,450 $5.6M
Retirement Systems of Alabama 0.02% Reduce -1.9% 35,265 $5.6M
Vision Capital Management, Inc. 0.73% Add +4.5% 35,146 $5.5M
Eagle Rock Investment Company, LLC 0.86% New 34,675 $5.5M
IFM Investors Pty Ltd 0.05% Add +2.2% 34,407 $5.4M
ProShare Advisors LLC 0.01% Add +6.8% 34,139 $5.4M
Meridian Management Co. 1.45% New 28,628 $5.3M
Bellevue Group AG 0.12% Reduce -44.8% 33,700 $5.3M
Wellington Management Group LLP 0.00% Add +3.3% 33,615 $5.3M
Mutual of America Capital Management LLC 0.06% Reduce -2.7% 33,501 $5.3M
Ethic Inc. 0.09% Add +39.8% 33,391 $5.3M
Lombard Odier Asset Management (Europe) Ltd 0.46% Reduce -22.9% 33,161 $5.2M
North Growth Management Ltd. 0.98% New 33,000 $5.2M
Comerica Bank 0.02% Reduce -11.2% 32,946 $5.2M
Cwm, LLC 0.02% Add +171.7% 32,705 $5.2M
M&T Bank Corp 0.02% Reduce -13.0% 32,273 $5.1M
Amalgamated Bank 0.04% Reduce -5.0% 32,273 $5.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +11.7% 31,902 $5.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +5.3% 31,656 $5.0M
US Bancorp \de 0.01% Add +11.4% 30,509 $4.8M
Tairen Capital Ltd 0.48% No change 30,000 $4.7M
Argent Trust Co 0.18% Add +55.4% 29,671 $4.7M
Utah Retirement Systems 0.05% Reduce -1.3% 29,469 $4.6M
Steinberg Asset Management LLC 3.45% Add +44.5% 29,393 $4.6M
Numerai GP LLC 0.66% Add +127.4% 28,914 $4.6M
Atria Investments, Inc 0.05% Add +47.9% 28,748 $4.5M
Commonwealth Equity Services, LLC 0.01% Add +0.0% 28,724 $4.5M
USS Investment Management Ltd 0.03% Add +1.1% 28,090 $4.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -20.1% 27,744 $4.4M
State of Alaska, Department of Revenue 0.05% Reduce -3.9% 27,687 $4.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +5.8% 27,185 $4.3M
Diversified Trust Co. 0.09% Add +1415.2% 27,092 $4.3M
Vanguard Personalized Indexing Management, LLC 0.05% Add +68.7% 26,961 $4.2M
Forte Capital LLC 0.45% Add +0.3% 26,809 $4.2M
Teacher Retirement System of Texas 0.02% Reduce -17.4% 26,774 $4.2M
Guggenheim Capital LLC 0.03% Add +3.0% 26,697 $4.2M
Police & Firemen's Retirement System of New Jersey 0.04% Add +1.6% 26,588 $4.2M
Schroder Investment Management Group 0.00% Add +2.0% 26,379 $4.2M
AMF Tjanstepension AB 0.03% No change 25,484 $4.0M
Acadian Asset Management LLC 0.01% Reduce -27.3% 24,992 $3.9M
Xponance LLC 0.03% Reduce -6.0% 24,812 $3.9M
SummitTX Capital, L.P. 0.17% Add +1549.8% 24,747 $3.9M
Globeflex Capital L P 0.32% No change 24,357 $3.8M
Fifth Third Bancorp 0.01% Add +50.6% 24,116 $3.8M
Cullen Investment Group, LTD. 0.53% Add +21.4% 23,651 $3.7M
Broyhill Asset Management, LLC 3.36% New 23,450 $3.7M
Janus Henderson Group PLC 0.00% Reduce -82.8% 23,264 $3.7M
Captrust Financial Advisors 0.01% Add +28.3% 23,183 $3.7M
Verdence Capital Advisors LLC 0.25% New 22,922 $3.6M
NewEdge Advisors, LLC 0.02% Add +5.3% 22,731 $3.6M
Los Angeles Capital Management LLC 0.01% Add +14.9% 22,649 $3.6M
New York Life Investment Management LLC 0.03% Reduce -0.1% 22,333 $3.5M
MAI Capital Management 0.02% Add +40.3% 22,317 $3.5M
Yousif Capital Management, LLC 0.04% Reduce -4.0% 22,290 $3.5M
Legacy Wealth Management, LLC / MS 1.07% Add +14.5% 22,239 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Reduce -1.9% 22,007 $3.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -68.4% 21,960 $3.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Reduce -52.1% 21,803 $3.4M
Janney Montgomery Scott LLC 0.01% Reduce -40.5% 21,230 $3.3M
Cibc World Markets Corp. 0.02% Add +1.7% 21,181 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +53.0% 20,289 $3.3M
Cibc World Market Inc. 0.01% Add +4.6% 21,137 $3.3M
Mariner, LLC 0.00% Add +39.1% 20,696 $3.3M
B. Metzler seel. Sohn & Co. AG 0.03% Add +73.5% 20,268 $3.2M
Stephens Inc. 0.04% New 20,257 $3.2M
D.A. Davidson & Co. 0.02% Add +2.1% 19,613 $3.1M
Orion Porfolio Solutions, LLC 0.03% Add +7.0% 19,552 $3.1M
Inspire Investing, LLC 0.33% Add +1.8% 19,434 $3.1M
Andra AP-fonden 0.04% Reduce -47.3% 19,375 $3.1M
Goelzer Investment Management, Inc. 0.17% Reduce -3.2% 19,311 $3.0M
Regions Financial Corp. 0.02% Add +87.8% 19,137 $3.0M
Brandes Investment Partners, LP 0.03% New 18,489 $2.9M
Graphene Investments SAS 1.89% Add +22.7% 18,400 $2.9M
New Age Alpha Advisors, LLC 0.13% Reduce -3.4% 18,325 $2.9M
Voya Financial Advisors, Inc. 0.29% Add +41.4% 18,177 $2.9M
UniSuper Management Pty Ltd 0.02% Add +8.2% 18,020 $2.8M
Semmax Financial Advisors Inc. 0.73% Reduce -17.4% 15,696 $2.8M
Woodline Partners LP 0.01% New 17,779 $2.8M
TD Waterhouse Canada Inc. 0.02% Reduce -1.8% 17,109 $2.8M
Rafferty Asset Management, LLC 0.01% Add +12.1% 17,369 $2.7M
Storebrand Asset Management As 0.01% Reduce -21.2% 17,226 $2.7M
Investment Research & Advisory Group, Inc. 1.01% Reduce -4.3% 17,202 $2.7M
WCG Wealth Advisors LLC 0.17% Add +3.4% 17,069 $2.7M
Meridian Wealth Advisors, LLC 0.42% Add +3.1% 17,052 $2.7M
Balefire, LLC 0.58% New 16,979 $2.7M
Pinkerton Wealth, LLC 0.32% Add +26.0% 16,784 $2.6M
Public Employees Retirement Association of Colorado 0.01% Reduce -94.6% 16,728 $2.6M
NEOS Investment Management LLC 0.03% Add +27.4% 16,599 $2.6M
Jackson Square Partners, LLC 0.96% Add +14.6% 16,461 $2.6M
Crossmark Global Holdings, Inc. 0.04% Add +10.9% 16,303 $2.6M
Graham Capital Management, L.P. 0.08% Add +135.6% 16,224 $2.6M
J. Safra Sarasin Holding AG 0.04% Add +22.0% 15,580 $2.5M
Logan Capital Management Inc. 0.11% Add +5.0% 15,541 $2.4M
Thematics Asset Management 0.11% Reduce -2.3% 15,509 $2.4M
Merit Financial Group, LLC 0.03% Add +122.6% 15,236 $2.4M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 15,000 $2.4M
Carmel Capital Partners, LLC 0.82% Add +38.2% 14,878 $2.3M
Elo Mutual Pension Insurance Co 0.05% Reduce -37.8% 14,798 $2.3M
Kovack Advisors, Inc. 0.23% Add +82.5% 14,786 $2.3M
Capital Fund Management S.A. 0.03% New 14,726 $2.3M
Coronation Fund Managers Ltd. 0.12% New 14,391 $2.3M
Sava Infond d.o.o. 0.35% Add +33.3% 14,290 $2.3M
Invera Wealth Advisors, LLC 1.46% Add +1.2% 14,220 $2.2M
Oregon Public Employees Retirement Fund 0.04% Reduce -1.4% 14,192 $2.2M
Comprehensive Financial Consultants Institutional, Inc. 0.73% Add +40.2% 14,021 $2.2M
Bokf, NA 0.04% Add +19.1% 13,941 $2.2M
Clear Harbor Asset Management, LLC 0.16% Add +17.4% 13,577 $2.1M
Pure Financial Advisors, LLC 0.04% New 13,557 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Add +0.7% 13,391 $2.1M
Dymon Asia Capital (singapore) Pte. LTD. 1.45% Add +97.0% 13,000 $2.0M
Rhenman & Partners Asset Management AB 0.26% Reduce -40.9% 13,000 $2.0M
Plato Investment Management Ltd 0.15% Add +59.6% 12,965 $2.0M
Maia Wealth LLC 0.38% Reduce -12.3% 12,524 $2.0M
Smith Salley Wealth Management 0.11% Add +6.4% 12,311 $1.9M
Richard Bernstein Advisors LLC 0.05% No change 12,246 $1.9M
CM Management, LLC 1.72% New 12,000 $1.9M
Pallas Capital Advisors LLC 0.07% Add +113.2% 12,000 $1.9M
Corient Private Wealth LP 0.00% Reduce -11.7% 11,959 $1.9M
Hanson & Doremus Investment Management 0.25% Add +6.8% 11,901 $1.9M
Sterling Capital Management LLC 0.03% Add +32.1% 11,853 $1.9M
Rosenblum Silverman Sutton S F Inc. 0.45% Reduce -4.8% 11,840 $1.9M
Avantax Advisory Services, Inc. 0.01% Add +14.4% 11,698 $1.8M
Jag Capital Management, LLC 0.20% Reduce -2.0% 11,596 $1.8M
Lombard Odier Asset Management (Switzerland) SA 0.09% New 11,558 $1.8M
Kentucky Retirement Systems 0.05% Reduce -6.2% 11,548 $1.8M
Mizuho Securities USA LLC 0.04% — 11,355 $1.8M
Mercer Global Advisors Inc. 0.00% Add +1.9% 11,343 $1.8M
Aspire Private Capital, LLC 0.41% Add +81.6% 11,309 $1.8M
Ossiam 0.02% Reduce -20.8% 11,190 $1.8M
Dark Forest Capital Management LP 0.07% Reduce -10.7% 11,143 $1.8M
Public Sector Pension Investment Board 0.01% Reduce -47.5% 11,092 $1.7M
NorthCoast Asset Management LLC 0.01% Reduce -62.3% 10,856 $1.7M
Avanza Fonder AB 0.05% No change 10,761 $1.7M
HF Advisory Group, LLC 0.67% Add +11.2% 10,758 $1.7M
Global Retirement Partners, LLC 0.04% — 10,720 $1.7M
Cape Investment Advisory, Inc. 0.62% Add +34.0% 10,710 $1.7M
Tranquility Partners, LLC 0.60% Reduce -17.6% 10,613 $1.7M
Metis Global Partners, LLC 0.04% Reduce -2.1% 10,504 $1.7M
Caliber Wealth Management, LLC / KS 0.18% Add +47.2% 10,493 $1.7M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% Add +105.5% 10,275 $1.6M
Modera Wealth Management, LLC 0.02% New 10,072 $1.6M
EFG Asset Management (North America) Corp. 0.22% Reduce -3.9% 10,057 $1.6M
Hartford Investment Management Co. 0.05% Reduce -2.9% 9,887 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.18% Add +13.1% 9,769 $1.5M
AG2R La Mondiale Gestion D'actifs 0.08% Add +23.3% 9,675 $1.5M
Terra Alpha Investments LLC 1.58% Add +25.8% 9,616 $1.5M
Geneos Wealth Management Inc. 0.04% Add +13.4% 9,611 $1.5M
Norinchukin Bank, The 0.02% Add +2.1% 9,581 $1.5M
First Business Financial Services, Inc. 0.13% Reduce -8.2% 9,466 $1.5M
Natixis 0.01% Reduce -0.8% 9,454 $1.5M
PFG Advisors 0.07% Add +24.7% 9,439 $1.5M
Stonebridge Capital Advisors LLC 0.11% Reduce -5.3% 9,380 $1.5M
Shell Asset Management Co. 0.05% Add +78.7% 9,256 $1.5M
Concurrent Investment Advisors, LLC 0.03% Add +20.4% 9,248 $1.5M
Arvest Investments, Inc. 0.22% Reduce -0.5% 9,200 $1.4M
Engineers Gate Manager LP 0.02% Reduce -77.4% 9,200 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -25.7% 9,167 $1.4M
LOM Asset Management Ltd 0.48% — 9,087 $1.4M
Sanctuary Advisors, LLC 0.01% Add +117.1% 9,024 $1.4M
Bridges Investment Management Inc. 0.02% No change 8,987 $1.4M
Fisher Asset Management 0.00% Reduce -55.1% 8,950 $1.4M
Twin City Private Wealth, LLC 1.15% Add +27.8% 8,946 $1.4M
Gulf International Bank (UK) Ltd 0.05% Reduce -14.0% 8,881 $1.4M
Wilmington Savings Fund Society, FSB 0.02% Add +6.7% 8,753 $1.4M
Keybank National Association 0.01% Reduce -0.9% 8,739 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -3.3% 8,700 $1.4M
Securian Asset Management, Inc. 0.04% Reduce -3.5% 8,556 $1.3M
O'shaughnessy Asset Management, LLC 0.01% Reduce -13.2% 8,502 $1.3M
Stamos Capital Partners, L.P. 0.24% Add +48.6% 8,457 $1.3M
Chapman Financial Group, LLC 1.13% — 8,431 $1.3M
Maryland State Retirement & Pension System 0.03% No change 8,425 $1.3M
E. Ohman J:or Asset Management AB 0.03% No change 8,361 $1.3M
New Mexico Educational Retirement Board 0.04% No change 8,100 $1.3M
Hutchinson Financial Advisors, INC 1.42% — 8,036 $1.3M
PKO Investment Management Joint-Stock Co 0.14% Add +14.3% 8,000 $1.3M
Fuller & Thaler Asset Management, Inc. 0.00% Add +29.1% 7,974 $1.3M
Simplify Asset Management Inc. 0.08% New 7,940 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -72.3% 7,654 $1.2M
Unique Wealth Strategies, LLC 0.51% Reduce -2.7% 7,686 $1.2M
Crux Wealth Advisors 0.51% Add +21.9% 7,644 $1.2M
Inceptionr LLC 0.28% Add +159.5% 7,562 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +5.3% 7,545 $1.2M
Carret Asset Management, LLC 0.13% Reduce -0.7% 7,516 $1.2M
SVB Wealth LLC 0.06% Reduce -39.3% 7,434 $1.2M
Vestcor Inc 0.04% Add +10.1% 7,417 $1.2M
Pathstone Holdings, LLC 0.00% Reduce -30.9% 6,645 $1.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +36.5% 7,327 $1.2M
AE Wealth Management LLC 0.01% Add +46.2% 7,323 $1.2M
Parsons Capital Management Inc. 0.07% Reduce -1.7% 7,249 $1.1M
Equitable Trust Co. 0.06% New 7,240 $1.1M
Quantbot Technologies LP 0.03% Reduce -54.3% 7,206 $1.1M
Power Wealth Management LLC 0.44% Reduce -21.9% 7,190 $1.1M
Montanova Capital, LLC 0.04% No change 7,175 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -0.3% 7,165 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +10.5% 7,149 $1.1M
Oppenheimer Asset Management Inc. 0.01% Add +0.6% 6,994 $1.1M
Quadrature Capital Ltd 0.02% Reduce -77.4% 6,955 $1.1M
&partners 0.01% Add +145.8% 6,914 $1.1M
Advisory Services Network, LLC 0.02% Add +49.3% 5,836 $1.1M
AlTi Global, Inc. 0.03% Add +124.6% 6,591 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +13.0% 6,772 $1.1M
Raiffeisen Bank International AG 0.02% Reduce -4.8% 6,714 $1.1M
Banque Cantonale Vaudoise 0.04% Reduce -32.5% 6,741 $1.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.18% Reduce -0.0% 6,731 $1.1M
Advisors Asset Management, Inc. 0.02% Add +15.5% 6,729 $1.1M
Aviso Financial Inc. 0.05% Add +10.3% 6,701 $1.1M
HighTower Advisors, LLC 0.00% Reduce -93.8% 6,682 $1.1M
CenterBook Partners LP 0.06% New 6,679 $1.1M
Blair William & Co. 0.00% Reduce -16.1% 6,649 $1.0M
Wolverine Trading, LLC 0.03% New 6,651 $1.0M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +228.8% 6,556 $1.0M
Trillium Asset Management, LLC 0.03% Reduce -26.5% 6,533 $1.0M
OMERS ADMINISTRATION Corp 0.01% No change 6,528 $1.0M
Highland Capital Management, LLC 0.06% Reduce -0.2% 6,526 $1.0M
Citadel Advisors 0.00% Reduce -94.3% 6,525 $1.0M
Caption Management, LLC 0.10% New 6,500 $1.0M
North Star Asset Management Inc. 0.04% Add +10.3% 6,440 $1.0M
Byrne Asset Management LLC 0.79% New 6,436 $1.0M
Empirical Finance, LLC 0.05% Add +0.6% 6,411 $1.0M
Versor Investments LP 0.18% Add +94.1% 6,398 $1.0M
Lebenthal Global Advisors, LLC 0.19% Add +93.0% 6,308 $994K
Fairbanks Capital Management, Inc. 0.56% Add +6.2% 6,246 $984K
Callan Family Office, LLC 0.03% Add +342.3% 6,227 $981K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.4% 6,186 $975K
Exchange Traded Concepts, LLC 0.01% Add +15.3% 6,178 $974K
Sagespring Wealth Partners, LLC 0.02% Add +3.6% 6,075 $957K
Private Advisor Group, LLC 0.01% Add +11.5% 6,059 $955K
Clearstead Advisors, LLC 0.01% Reduce -48.5% 6,038 $952K
Bowman & Co S.C. 0.43% Add +13.2% 6,024 $949K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +9.3% 6,022 $949K
Park Avenue Securities LLC 0.01% Add +9.9% 5,963 $940K
Prescott Group Capital Management, L.L.C. 0.11% No change 5,900 $930K
Sequoia Financial Advisors, LLC 0.01% Reduce -6.1% 5,855 $923K
Brighton Jones LLC 0.02% Add +60.0% 5,810 $916K
Focus Partners Advisor Solutions, LLC 0.01% Add +173.3% 5,654 $891K
Veracity Capital LLC 0.31% Add +330.0% 5,616 $885K
Stablepoint Partners, LLC 0.15% Reduce -6.8% 5,556 $876K
Koss-Olinger Consulting, LLC 0.07% Add +0.1% 5,548 $874K
Chicago Capital, LLC 0.02% New 5,534 $872K
Kestra Advisory Services, LLC 0.00% Add +7.9% 5,531 $872K
Parallel Advisors, LLC 0.02% Reduce -37.8% 5,521 $870K
Flagship Harbor Advisors, LLC 0.04% Add +199.0% 5,502 $867K
Triglav Investments, D.O.O. 0.06% No change 5,500 $867K
Empowered Funds, LLC 0.01% Reduce -44.3% 5,422 $854K
Malaga Cove Capital, LLC 0.33% Add +44.9% 5,406 $852K
One Wealth Map LLC 0.47% Add +32.3% 5,349 $850K
Humankind Investments LLC 0.20% Add +24.9% 5,315 $838K
Nan Shan Life Insurance Co., Ltd. 0.02% Reduce -2.2% 5,310 $837K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.5% 5,242 $826K
Fairtree Asset Management (Pty) Ltd 0.62% No change 5,219 $822K
Horizon Investments, LLC 0.01% Add +117.2% 5,216 $822K
Todd Asset Management LLC 0.02% No change 5,208 $821K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% New 5,200 $819K
Intact Investment Management Inc. 0.03% Reduce -8.8% 5,200 $819K
Dakota Wealth Management 0.02% New 5,084 $801K
AlphaQuest LLC 0.08% Reduce -62.2% 5,050 $796K
Soapstone Management L.P. 0.52% New 5,000 $788K
Laurel Wealth Advisors LLC 0.12% Add +0.6% 4,947 $780K
QRG Capital Management, Inc. 0.01% Reduce -41.6% 4,904 $773K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -6.5% 4,902 $773K
Fiduciary Trust Co 0.01% Add +3.6% 4,880 $769K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% Add +1.0% 4,874 $768K
Strategic Global Advisors, LLC 0.12% Add +3.8% 4,844 $763K
Choreo, LLC 0.01% Add +29.8% 4,815 $759K
Vident Advisory, LLC 0.01% Add +6.6% 4,797 $756K
Integrated Wealth Concepts LLC 0.01% Add +124.0% 4,763 $751K
United Community Bank 0.25% Add +34.3% 4,702 $741K
Quadrant Capital Group LLC 0.03% Add +82.3% 4,651 $733K
United Capital Financial Advisors, LLC 0.01% Add +88.7% 4,641 $731K
Copperleaf Capital, LLC 0.36% Reduce -7.9% 4,575 $721K
V-Square Quantitative Management LLC 0.10% Add +0.8% 4,561 $719K
Cornerstone Advisors, LLC 0.02% Reduce -2.2% 4,500 $709K
Claret Asset Management Corp 0.09% New 4,478 $706K
Applied Finance Capital Management, LLC 0.05% No change 4,477 $706K
T. Rowe Price Investment Management, Inc. 0.00% Add +47.3% 4,466 $704K
GeoWealth Management, LLC 0.03% Add +44.6% 4,467 $704K
Tower Research Capital LLC (TRC) 0.02% Add +30.4% 4,463 $703K
Nisa Investment Advisors, LLC 0.00% Reduce -65.9% 4,447 $701K
Montag A & Associates Inc. 0.03% Reduce -38.5% 4,437 $699K
CSS LLC 0.13% Add +80.4% 4,420 $697K
Hickory Asset Management, Inc. 0.57% Reduce -4.9% 4,351 $686K
Investment Management Corp of Ontario 0.01% Reduce -15.5% 4,349 $685K
Qtron Investments LLC 0.09% No change 4,274 $674K
GF Fund Management Co. LTD. 0.01% Reduce -0.7% 4,247 $669K
Magnolia Capital Advisors LLC 0.17% Add +8.3% 4,216 $664K
Chiron Capital Management, LLC 0.58% New 4,200 $662K
Birchbrook, Inc. 0.35% Add +17.4% 4,187 $660K
Corsair Capital Management, L.P. 0.12% Reduce -42.2% 4,105 $647K
BBR Partners, LLC 0.04% Reduce -0.0% 4,105 $647K
Blume Capital Management, Inc. 0.13% Add +3992.0% 4,092 $645K
Centaurus Financial, Inc. 0.04% Reduce -4.4% 4,063 $640K
Allred Capital Management, LLC 0.24% Add +1.0% 4,030 $635K
Kintegral Advisory, LLC 0.06% Reduce -0.2% 4,026 $634K
Composition Wealth, LLC 0.01% New 3,992 $629K
NorthRock Partners, LLC 0.02% New 3,971 $626K
State of Wyoming 0.08% Add +369.1% 3,940 $621K
L. Roy Papp & Associates, LLP 0.07% Reduce -16.5% 3,927 $619K
First American Trust, FSB 0.05% Reduce -88.5% 3,918 $617K
Jones Financial Companies LLLP 0.00% Add +154.6% 3,911 $616K
APG Asset Management US Inc. 0.00% No change 3,767 $613K
Legacy Financial Advisors, Inc. 0.10% New 3,861 $608K
Stonebrook Private Inc. 0.14% Reduce -3.2% 3,763 $593K
FSB Premier Wealth Management, Inc. 0.21% Reduce -0.3% 3,742 $590K
Summit Trail Advisors, LLC 0.01% Add +57.7% 3,735 $589K
First Horizon Advisors, Inc. 0.02% Reduce -3.2% 3,728 $588K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -14.3% 3,714 $585K
Herold Advisors, Inc. 0.12% No change 3,700 $583K
Mufg Securities Americas Inc. 0.05% Add +23.0% 3,642 $574K
Chicago Partners Investment Group LLC 0.02% Add +103.5% 2,950 $573K
Lido Advisors, LLC 0.00% Reduce -12.8% 3,615 $570K
Dohj, LLC 0.17% Reduce -54.5% 3,870 $569K
Mutual Advisors, LLC 0.01% Reduce -9.9% 2,817 $561K
Camelot Portfolios, LLC 0.33% New 3,510 $553K
China Universal Asset Management Co., Ltd. 0.05% No change 3,500 $552K
Fiduciary Family Office, LLC 0.18% Reduce -36.8% 3,451 $544K
Mgo One Seven LLC 0.02% Add +14.9% 3,412 $538K
Allianz SE 0.01% Add +213.9% 3,390 $534K
Coldstream Capital Management Inc. 0.01% Add +3.2% 3,378 $532K
Vega Investment Solutions 0.12% Reduce -9.1% 3,368 $531K
Outlook Wealth Advisors, LLC 0.14% Add +0.3% 3,356 $529K
Raleigh Capital Management Inc. 0.22% Add +85.5% 3,350 $528K
Ratan Capital Management LP 0.24% Reduce -79.5% 3,342 $527K
Liberty One Investment Management, LLC 0.05% Add +7.7% 3,323 $524K
Sivia Capital Partners, LLC 0.17% New 3,259 $514K
Hutchens & Kramer Investment Management Group, LLC 0.23% Reduce -1.8% 3,151 $512K
Dynamic Advisor Solutions LLC 0.02% Add +83.3% 3,244 $511K
Strategic Investment Advisors / MI 0.05% Add +53.1% 3,270 $509K
Waverly Advisors, LLC 0.01% Reduce -0.4% 3,168 $499K
Inspire Advisors, LLC 0.05% Add +21.1% 3,151 $497K
Client 1ST Advisory Group, LLC 0.18% No change 3,122 $492K
Oregon Pacific Wealth Management, LLC 0.46% Add +26.5% 3,109 $490K
Beacon Financial Group 0.05% Reduce -0.6% 3,104 $489K
Brookstone Capital Management 0.01% Add +9.2% 3,063 $483K
S&co Inc. 0.03% No change 3,000 $472K
Global Trust Asset Management, LLC 0.25% Reduce -8.5% 2,953 $465K
Wealthfront Advisers LLC 0.00% Reduce -31.6% 2,946 $464K
R Squared Ltd 0.26% Reduce -26.7% 2,940 $463K
Aptus Capital Advisors, LLC 0.00% New 2,937 $463K
Signaturefd, LLC 0.01% Add +29.6% 2,930 $462K
Burns Matteson Capital Management, LLC 0.22% Reduce -4.0% 2,907 $458K
EverSource Wealth Advisors, LLC 0.02% Add +63.6% 2,907 $458K
Drucker Wealth 3.0, LLC 0.09% Reduce -44.2% 2,804 $454K
Algert Global LLC 0.01% Add +13.9% 2,860 $451K
LeClair Wealth Partners LLC 0.30% Reduce -21.5% 2,847 $449K
Fox Run Management, L.L.C. 0.07% New 2,810 $443K
Baldwin Investment Management, LLC 0.05% Add +18.3% 2,783 $439K
Archford Capital Strategies, LLC 0.06% Reduce -24.3% 2,760 $435K
Harbor Capital Advisors, Inc. 0.02% Reduce -0.6% 2,717 $428K
Perigon Wealth Management, LLC 0.01% Reduce -7.3% 2,709 $427K
Aristeia Capital, L.L.C. 0.02% Add +7.0% 2,694 $425K
Florida Trust Wealth Management Co 0.01% Reduce -19.0% 2,685 $423K
MQS Management LLC 0.23% Reduce -23.9% 2,672 $421K
Apollon Wealth Management, LLC 0.01% Reduce -26.7% 2,660 $419K
HB Wealth Management, LLC 0.00% Reduce -40.3% 2,644 $417K
Fulton Bank, N.A. 0.02% Add +12.6% 2,609 $411K
Transce3nd, LLC 0.17% Add +63.4% 2,603 $411K
Lanark Financial, Inc. 0.03% Reduce -26.1% 2,606 $410K
Regatta Capital Group, LLC 0.07% Add +16.4% 2,568 $405K
Foundations Investment Advisors, LLC 0.01% Reduce -34.7% 2,506 $395K
Siemens Fonds Invest GmbH 0.02% Add +15.8% 2,480 $391K
Jasper Ridge Partners, L.P. 0.01% No change 2,463 $388K
DAVENPORT & Co LLC 0.00% Add +6.7% 2,449 $386K
Plan A Wealth LLC 0.21% New 2,381 $375K
ProVise Management Group, LLC 0.03% Add +3.2% 2,373 $374K
Snowden Capital Advisors LLC 0.01% Add +5.3% 2,364 $373K
Richard W. Paul & Associates, LLC 0.13% Add +93.2% 2,338 $368K
Citizens Financial Group Inc. 0.01% Reduce -17.5% 2,298 $362K
Great Lakes Advisors, LLC 0.00% Reduce -4.7% 2,292 $361K
HighPoint Advisor Group LLC 0.02% Add +5.5% 2,288 $361K
Pitcairn Co. 0.02% Reduce -1.7% 2,252 $355K
Nomura Holdings Inc. 0.00% Reduce -57.5% 2,248 $354K
Investors Research Corp 0.07% Add +19772.7% 2,186 $344K
IVC Wealth Advisors LLC 0.17% Reduce -1.4% 2,185 $344K
Rathbones Group PLC 0.00% Add +1.0% 2,181 $344K
Armstrong, Fleming & Moore, Inc 0.19% New 2,177 $343K
Kuhn & Co Investment Counsel 0.26% No change 2,175 $343K
GAMMA Investing LLC 0.02% Reduce -1.2% 2,170 $342K
Meridian Wealth Management, LLC 0.01% Reduce -2.4% 2,119 $334K
Canada Post Corp Registered Pension Plan 0.02% New 2,110 $333K
E Fund Management Co., Ltd. 0.02% Add +3.6% 2,099 $331K
Profund Advisors LLC 0.01% Reduce -8.4% 2,098 $331K
Busey Bank 0.01% Reduce -8.5% 2,089 $329K
Counterpoint Mutual Funds LLC 0.03% Add +11.5% 2,071 $326K
Flputnam Investment Management Co. 0.01% Reduce -26.8% 2,062 $325K
Sowell Financial Services LLC 0.01% Add +18.5% 2,049 $323K
Meeder Advisory Services, Inc. 0.02% Reduce -44.5% 2,038 $321K
Breakwater Capital Group 0.05% New 2,030 $320K
Trust Asset Management LLC 0.02% No change 2,002 $315K
Freestone Grove Partners LP 0.00% New 1,998 $315K
MIdWestOne Financial Group, Inc. 0.04% Reduce -69.3% 1,989 $313K
Brown Advisory Inc. 0.00% Reduce -8.4% 1,983 $313K
BSW Wealth Partners 0.04% Add +28.6% 1,981 $312K
Entropy Technologies, LP 0.02% Reduce -89.7% 1,975 $311K
Broadway Wealth Solutions, Inc. 0.19% Add +33.1% 1,944 $306K
Ellevest, Inc. 0.05% Add +6.6% 1,934 $305K
Principle Wealth Partners LLC 0.02% No change 1,920 $303K
Arkadios Wealth Advisors 0.01% New 1,909 $301K
John G Ullman & Associates Inc. 0.04% No change 1,900 $299K
Greenleaf Trust 0.00% Reduce -32.6% 1,899 $299K
Peterson Wealth Services 0.08% Add +0.5% 1,872 $295K
First Citizens Bank & Trust Co. 0.01% Reduce -4.3% 1,870 $295K
Aprio Wealth Management, LLC 0.03% Add +0.3% 1,869 $295K
Ironsides Asset Advisors, LLC 0.09% Reduce -7.0% 1,860 $293K
Machina Capital S.A.S. 0.06% Reduce -73.9% 1,859 $293K
Evoke Wealth, LLC 0.01% New 1,859 $293K
Fullcircle Wealth LLC 0.11% New 1,601 $293K
Alliance Wealth Advisors, LLC 0.16% Add +22.9% 1,851 $292K
Heartwood Wealth Advisors LLC 0.03% Reduce -1.6% 1,846 $291K
Tranquilli Financial Advisor LLC 0.18% Add +21.8% 1,842 $290K
Virtue Capital Management, LLC 0.05% Reduce -49.8% 1,840 $290K
MSH Capital Advisors LLC 0.08% Reduce -22.7% 1,832 $289K
Farringdon Capital, Ltd. 0.10% Reduce -54.7% 1,817 $286K
Hilltop Holdings Inc. 0.02% Add +14.4% 1,815 $286K
Berry Wealth Group, LP 0.20% Add +2.8% 1,814 $286K
Vise Technologies, Inc. 0.01% — 1,812 $286K
SCS Capital Management LLC 0.00% Reduce -33.5% 1,808 $285K
Fortitude Family Office, LLC 0.09% Reduce -7.4% 1,774 $280K
Alps Advisors Inc. 0.00% Reduce -21.6% 1,764 $278K
Prospera Financial Services Inc 0.01% Reduce -86.2% 1,753 $276K
Cigna Investments Inc. 0.05% Reduce -3.6% 1,745 $275K
Laurion Capital Management LP 0.03% New 1,734 $273K
Leonteq Securities AG 0.02% Add +151.9% 1,718 $271K
Arax Advisory Partners 0.01% Add +576.7% 1,712 $270K
EntryPoint Capital, LLC 0.14% Reduce -3.7% 1,712 $270K
Sound View Wealth Advisors Group, LLC 0.02% New 1,707 $269K
Great Valley Advisor Group, Inc. 0.01% Reduce -6.5% 1,704 $269K
KRS Capital Management, LLC 0.18% Reduce -2.9% 1,700 $268K
ICONIQ Capital, LLC 0.00% New 1,693 $267K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 1,671 $263K
Cypress Wealth Services, LLC 0.05% Add +32.6% 1,666 $263K
Independent Advisor Alliance 0.01% Reduce -7.6% 1,664 $262K
Meriwether Wealth & Planning, LLC 0.16% Reduce -35.3% 1,664 $262K
GTS Securities LLC 0.01% New 1,661 $262K
Gladstone Institutional Advisory LLC 0.01% Add +6.3% 1,656 $261K
Haven Private, LLC 0.12% Reduce -20.9% 1,645 $259K
Cumberland Partners Ltd 0.02% Reduce -4.5% 1,637 $258K
IFP Advisors, Inc 0.01% Add +170.3% 1,630 $257K
Deerfield Management Company, L.P. 0.01% New 1,623 $256K
Center for Financial Planning, Inc. 0.03% Reduce -0.9% 1,620 $255K
Net Worth Advisory Group 0.06% Add +3.5% 1,606 $253K
Wedbush Securities Inc. 0.01% Add +10.7% 1,608 $253K
Campbell & CO Investment Adviser LLC 0.02% Reduce -54.7% 1,597 $252K
Groupe la Francaise 0.00% No change 1,600 $251K
Group One Trading LLC 0.01% Add +250.6% 1,588 $250K
Prelude Capital Management, LLC 0.02% Add +31.6% 1,583 $249K
Fifth Third Wealth Advisors LLC 0.01% Reduce -24.2% 1,569 $247K
1832 Asset Management L.P. 0.00% Reduce -34.5% 1,565 $247K
Petrus Trust Company, LTA 0.03% Reduce -49.2% 1,561 $246K
waypoint wealth counsel 0.12% New 1,558 $246K
Perbak Capital Partners LLP 0.06% Add +0.5% 1,552 $245K
Forum Financial Management, LP 0.00% Reduce -19.6% 1,551 $244K
Ameritas Investment Partners, Inc. 0.01% Reduce -2.7% 1,551 $244K
CX Institutional 0.01% Add +104.3% 1,549 $244K
MTM Investment Management, LLC 0.08% Add +2.5% 1,538 $242K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -54.6% 1,538 $242K
Picton Mahoney Asset Management 0.00% Add +30540.0% 1,532 $242K
Equitable Holdings, Inc. 0.00% New 1,526 $240K
Westpac Banking Corp. 0.02% Add +64.3% 1,521 $240K
Gratus Wealth Advisors, LLC 0.04% No change 1,510 $238K
Leonard Rickey Investment Advisors P.L.L.C. 0.05% Add +12.4% 1,505 $237K
BOK Financial Private Wealth, Inc. 0.02% Reduce -51.5% 1,503 $237K
Advisory Alpha, LLC 0.01% Reduce -51.9% 1,503 $237K
Zacks Investment Management 0.00% Reduce -8.2% 1,474 $232K
Ballentine Partners, LLC 0.00% Reduce -0.4% 1,471 $232K
Employees Retirement System of Texas 0.00% New 1,469 $231K
Patton Fund Management, Inc. 0.05% New 1,464 $231K
Brooklyn Investment Group 0.03% Add +69.8% 1,457 $230K
Cresset Asset Management, LLC 0.00% Reduce -97.3% 1,454 $229K
Essential Partners LLC 0.09% — 1,450 $229K
Phillips Wealth Planners LLC 0.20% New 1,364 $224K
Hudson Bay Capital Management LP 0.00% Reduce -41.7% 1,422 $224K
Rehmann Capital Advisory Group 0.01% New 1,418 $223K
Peapack Gladstone Financial Corp. 0.00% No change 1,416 $223K
Checchi Capital Advisers, LLC 0.02% Reduce -3.6% 1,406 $222K
Everpar Advisors LLC 0.10% Add +4.6% 1,404 $221K
Level Four Advisory Services, LLC 0.01% Reduce -30.8% 1,384 $218K
NBT Bank, N.A. 0.01% Reduce -42.3% 1,381 $218K
SYM FINANCIAL Corp 0.02% New 1,368 $216K
Voleon Capital Management LP 0.01% New 1,358 $214K
LGT Group Foundation 0.00% Reduce -43.2% 1,357 $214K
S-Bank Fund Management Ltd 0.03% Reduce -22.0% 1,343 $212K
Castleview Partners, LLC 0.14% New 1,343 $212K
Douglass Winthrop Advisors, LLC 0.00% Reduce -99.7% 1,337 $211K
Gilliland Jeter Wealth Management LLC 0.07% Reduce -65.7% 1,324 $209K
Klingenstein Fields & Co. LP 0.01% No change 1,321 $208K
Platform Technology Partners 0.05% No change 1,320 $208K
Florida Financial Advisors, LLC 0.05% New 1,300 $208K
NorthCrest Asset Manangement, LLC 0.01% New 1,252 $206K
Fi3 FINANCIAL ADVISORS, LLC 0.07% New 1,304 $205K
Northwest Wealth Management, LLC 0.04% New 1,301 $205K
CTC Alternative Strategies, Ltd. 0.18% New 1,299 $205K
Keystone Financial Services 0.07% New 1,298 $205K
Transcend Capital Advisors, LLC 0.02% New 1,286 $203K
Wexford Capital LP 0.06% Reduce -18.9% 1,273 $201K
CENTRAL TRUST Co 0.00% Add +9.6% 1,205 $190K
Brown Brothers Harriman & Co. 0.00% Add +247.2% 1,156 $182K
Bessemer Group Inc. 0.00% Reduce -35.0% 1,147 $181K
MassMutual Private Wealth & Trust, FSB 0.00% Add +16.6% 1,100 $173K
Ostrum Asset Management 0.01% Reduce -21.1% 1,073 $169K
Neo Ivy Capital Management 0.05% New 1,067 $168K
Millstone Evans Group, LLC 0.11% No change 1,006 $159K
Pandora Wealth, Inc. 0.10% Reduce -9.9% 989 $156K
Icon Wealth Advisors, LLC 0.01% No change 979 $154K
Allworth Financial LP 0.00% Add +43.3% 970 $153K
Penserra Capital Management LLC 0.00% Add +10.3% 963 $151K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 940 $148K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 933 $147K
Anchor Investment Management, LLC 0.01% No change 900 $142K
Huntington National Bank 0.00% Add +136.6% 899 $142K
Versant Capital Management, Inc 0.02% Add +25.0% 846 $133K
Western Pacific Wealth Management, LP 0.13% No change 845 $133K
LRI Investments, LLC 0.01% Add +1.5% 24,071 $130K
Caitong International Asset Management Co., Ltd 0.09% Add +44.6% 807 $127K
Smartleaf Asset Management LLC 0.01% Reduce -22.5% 742 $117K
Spire Wealth Management 0.00% Reduce -3.7% 704 $111K
Park Square Financial Group, LLC 0.08% Add +59.6% 696 $110K
Smithfield Trust Co 0.01% Add +18.5% 691 $109K
UMB Bank, n.a. 0.00% Add +150.9% 675 $106K
Nemes Rush Group LLC 0.01% Add +2.6% 637 $100K
Ascentis Wealth Management, LLC 0.03% Add +73.9% 614 $100K
Bay Harbor Wealth Management, LLC 0.03% Add +95.0% 626 $99K
Salem Investment Counselors Inc. 0.00% No change 612 $96K
Wolff Wiese Magana LLC 0.06% Add +0.8% 605 $95K
Private Trust Co. NA 0.01% Add +12.5% 603 $95K
CVA Family Office, LLC 0.01% Add +216.8% 586 $92K
Ofi Invest Asset Management 0.00% Add +22.0% 682 $92K
Independence Bank of Kentucky 0.01% Reduce -1.7% 570 $90K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.4% 560 $88K
True Wealth Design, LLC 0.03% Add +36.8% 558 $88K
Sentry Investment Management LLC 0.05% No change 527 $87K
Blue Trust, Inc. 0.00% Add +64.2% 491 $77K
MUFG Securities EMEA plc 0.00% New 486 $77K
CYBER HORNET ETFs LLC 0.05% New 479 $75K
Parkside Financial Bank & Trust 0.01% Reduce -5.7% 468 $74K
Oakworth Capital, Inc. 0.00% Reduce -27.1% 465 $73K
Wealth Preservation Advisors, LLC 0.04% No change 453 $71K
St Germain D J Co. Inc. 0.00% Add +136.1% 451 $71K
Covestor Ltd 0.04% Add +31.0% 444 $70K
Ancora Advisors LLC 0.00% Reduce -62.1% 442 $70K
Elevation Point Wealth Partners, LLC 0.01% New 404 $64K
Paradigm Asset Management Co. LLC 0.02% No change 398 $63K
Farther Finance Advisors, LLC 0.00% Add +34.0% 398 $63K
Cromwell Holdings LLC 0.04% Add +1.9% 384 $61K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +113.6% 376 $59K
Concord Wealth Partners 0.01% Add +60.1% 373 $59K
Atticus Wealth Management, LLC 0.01% New 333 $52K
Larson Financial Group LLC 0.00% Add +19.6% 329 $52K
SBI Securities Co., Ltd. 0.00% Add +1.6% 320 $50K
GPS Wealth Strategies Group, LLC 0.01% No change 314 $49K
AllSquare Wealth Management LLC 0.03% Add +68.7% 312 $49K
Bruce G. Allen Investments, LLC 0.04% Reduce -4.3% 309 $49K
NewSquare Capital LLC 0.00% Add +185.3% 291 $46K
MV Capital Management, Inc. 0.00% Add +7.3% 280 $44K
Rothschild Investment LLC 0.00% Add +85.5% 269 $42K
J.Safra Asset Management Corp 0.00% Add +208.6% 250 $39K
Trust Co. of Toledo NA 0.00% New 245 $39K
Asset Dedication, LLC 0.00% Add +224.0% 243 $38K
Clearstead Trust, LLC 0.01% Reduce -23.3% 221 $35K
Chilton Capital Management LLC 0.00% Reduce -45.4% 219 $35K
Private Wealth Asset Management, LLC 0.00% Reduce -41.9% 218 $34K
GW&K Investment Management, LLC 0.00% Add +275.4% 214 $34K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +26.7% 204 $32K
HM Payson & Co. 0.00% Reduce -50.0% 200 $32K
Alerus Financial NA 0.00% New 192 $30K
Park Place Capital Corp 0.01% Add +15.8% 183 $30K
Deseret Mutual Benefit Administrators 0.01% No change 180 $28K
Hemington Wealth Management 0.00% Reduce -18.4% 182 $28K
American National Bank & Trust 0.00% Add +13.1% 164 $26K
Creative Financial Designs Inc. 0.00% Reduce -8.7% 157 $25K
Alpine Bank Wealth Management 0.00% Add +43.0% 153 $24K
Sittner & Nelson, LLC 0.01% New 150 $24K
Colonial Trust Advisors 0.00% Reduce -66.7% 150 $24K
Manchester Capital Management LLC 0.00% Add +2.8% 147 $23K
Strategic Wealth Investment Group, LLC 0.03% New 143 $23K
Battery Global Advisors, LLC 0.01% No change 141 $22K
Rise Advisors, LLC 0.01% No change 136 $21K
Brown, Lisle/Cummings, Inc. 0.01% No change 136 $21K
TD Private Client Wealth LLC 0.00% Reduce -71.4% 136 $21K
Cornerstone Planning Group LLC 0.00% Reduce -11.4% 116 $21K
Ameritas Advisory Services, LLC 0.00% New 134 $21K
Harbour Investments, Inc. 0.00% Add +7.5% 129 $20K
Hantz Financial Services, Inc. 0.00% Add +220.5% 125 $20K
AdvisorNet Financial, Inc 0.00% Add +3.3% 126 $20K
Farmers & Merchants Investments Inc. 0.00% Reduce -2.4% 122 $19K
Quest 10 Wealth Builders, Inc. 0.02% Add +34.8% 120 $19K
Global Wealth Strategies & Associates 0.01% No change 118 $19K
Summit Securities Group LLC 0.01% New 111 $17K
Twin Tree Management, LP 0.00% New 110 $17K
Colonial Trust Co / SC 0.00% Reduce -67.6% 109 $17K
Caldwell Trust Co 0.00% No change 102 $16K
Olistico Wealth, LLC 0.01% No change 100 $16K
Costello Asset Management, INC 0.01% No change 100 $16K
Duncker Streett & Co. Inc. 0.00% No change 100 $16K
Mid-American Wealth Advisory Group, Inc. 0.01% New 95 $15K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -99.8% 90 $14K
Aster Capital Management (DIFC) Ltd 0.00% New 84 $13K
FSA Wealth Management LLC 0.01% No change 81 $13K
Vermillion Wealth Management, Inc. 0.01% No change 78 $12K
Oliver Lagore Vanvalin Investment Group 0.00% — 68 $12K
Spurstone Advisory Services, LLC 0.18% New 75 $12K
Bogart Wealth, LLC 0.00% Add +5.6% 75 $12K
Rational Advisors, Inc. 0.00% New 72 $11K
LFA - Lugano Financial Advisors SA 0.01% New 71 $11K
Red Tortoise LLC 0.01% Add +3.0% 69 $11K
Citizens National Bank Trust Department 0.00% No change 68 $11K
JFS Wealth Advisors, LLC 0.00% Reduce -19.3% 67 $11K
CBIZ Investment Advisory Services, LLC 0.00% Add +560.0% 66 $10K
McIlrath & Eck, LLC 0.00% No change 65 $10K
Dogwood Wealth Management LLC 0.00% Add +408.3% 61 $10K
SouthState Bank Corp 0.00% Add +5.0% 63 $10K
Meeder Asset Management Inc. 0.00% Add +23.4% 58 $9K
Avion Wealth 0.00% Add +268.8% 59 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% New 56 $9K
Private Wealth Management Group, LLC 0.00% Add +1733.3% 55 $9K
Beacon Capital Management, LLC 0.00% No change 55 $9K
Twin Peaks Wealth Advisors, LLC 0.00% New 46 $9K
Truvestments Capital LLC 0.00% No change 54 $9K
Frazier Financial Advisors, LLC 0.01% No change 50 $8K
Boreal Capital Management LLC 0.01% — 50 $8K
Midwest Capital Advisors, LLC 0.00% No change 49 $8K
Financial Management Professionals, Inc. 0.00% Reduce -2.0% 49 $8K
Westside Investment Management, Inc. 0.00% New 46 $7K
Whipplewood Advisors, LLC 0.00% Reduce -98.6% 45 $7K
Wood Tarver Financial Group, LLC 0.00% No change 50 $7K
Capital Analysts, LLC 0.00% No change 47 $7K
Golden State Wealth Management, LLC 0.00% No change 44 $7K
Nova Wealth Management, Inc. 0.00% Reduce -19.2% 42 $7K
Rakuten Securities, Inc. 0.00% New 42 $7K
Pier Capital, LLC 0.00% No change 42 $7K
Howard Hughes Medical Institute 0.00% New 36 $6K
Tortoise Investment Management, LLC 0.00% Add +20.0% 36 $6K
Maryland Capital Advisors Inc. 0.00% New 35 $6K
ORG Partners LLC 0.00% Add +26.9% 33 $5K
Salomon & Ludwin, LLC 0.00% No change 32 $5K
Kilter Group LLC 0.00% New 33 $5K
Carolina Wealth Advisors, LLC 0.00% No change 33 $5K
Capital Advisors, Ltd. LLC 0.00% Add +6.3% 34 $5K
Retirement Wealth Solutions LLC 0.00% Add +30.4% 30 $5K
Delta Asset Management LLC 0.00% No change 30 $5K
Zions Bancorporation, National Association 0.00% Reduce -92.8% 30 $5K
Cullen/Frost Bankers, Inc. 0.00% Reduce -54.5% 30 $5K
Hughes Financial Services, LLC 0.00% Add +116.7% 26 $5K
Sierra Ocean, LLC 0.00% Reduce -62.3% 29 $5K
Compass Financial Services Inc 0.00% No change 29 $5K
Bell Investment Advisors, Inc 0.00% Reduce -22.2% 28 $4K
DT Investment Partners, LLC 0.00% No change 28 $4K
Aspect Partners, LLC 0.00% Reduce -3.6% 27 $4K
Archer Investment Corp 0.00% No change 27 $4K
Prestige Wealth Management Group LLC 0.00% Reduce -10.0% 27 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $4K
Coston, McIsaac & Partners 0.00% No change 29 $4K
WealthTrak Capital Management LLC 0.00% Add +257.1% 25 $4K
Hilltop National Bank 0.00% — 25 $4K
HHM Wealth Advisors, LLC 0.00% No change 23 $4K
Robinswood Financial LLC 0.00% No change 23 $4K
Fairman Group, LLC 0.00% No change 22 $3K
Sachetta, LLC 0.00% New 21 $3K
Roble, Belko & Company, Inc 0.00% No change 20 $3K
Pineridge Advisors LLC 0.00% No change 18 $3K
Abound Wealth Management 0.00% No change 18 $3K
Sound Income Strategies, LLC 0.00% Add +350.0% 18 $3K
TFC Financial Management, Inc. 0.00% No change 17 $3K
Activest Wealth Management 0.00% Add +88.9% 17 $3K
Raffa Wealth Management, LLC 0.00% No change 17 $3K
Trust Co. of Vermont 0.00% No change 17 $3K
Principia Wealth Advisory, LLC 0.00% Add +60.0% 16 $3K
WPG Advisers, LLC 0.00% No change 16 $3K
IMG Wealth Management, Inc. 0.00% New 16 $3K
Dunhill Financial, LLC 0.00% Reduce -51.6% 15 $2K
Pinnacle Bancorp, Inc. 0.00% No change 15 $2K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -6.3% 15 $2K
High Note Wealth, LLC 0.00% Add +55.6% 14 $2K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -42.9% 16 $2K
Riggs Asset Managment Co. Inc. 0.00% New 12 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 12 $2K
Grove Bank & Trust 0.00% Add +71.4% 12 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -26.7% 11 $2K
Bare Financial Services, Inc 0.00% New 10 $2K
JNBA Financial Advisors 0.00% No change 10 $2K
Physician Wealth Advisors, Inc. 0.00% New 10 $2K
Horizon Financial Services, LLC 0.00% Add +125.0% 9 $1K
Stephens Consulting, LLC 0.00% New 8 $1K
Financial Network Wealth Advisors LLC 0.00% No change 7 $1K
Nvwm, LLC 0.00% Add +75.0% 7 $1K
Harbor Investment Advisory, LLC 0.00% Reduce -98.5% 7 $1K
WestEnd Advisors, LLC 0.00% Add +16.7% 7 $1K
Trifecta Capital Advisors, LLC 0.00% No change 6 $946
Hara Capital LLC 0.00% No change 5 $788
TD Capital Management LLC 0.00% No change 5 $788
Richardson Financial Services Inc. 0.00% No change 4 $630
Core Alternative Capital 0.00% No change 4 $630
Hollencrest Capital Management 0.00% No change 4 $630
Parkworth Wealth Management, Inc. 0.00% No change 3 $473
American Capital Advisory, LLC 0.00% Add +50.0% 3 $473
HFM Investment Advisors, LLC 0.00% Add +50.0% 3 $473
Tradewinds Capital Management, LLC 0.00% No change 3 $473
Key Financial Inc 0.00% Reduce -62.5% 3 $473
Rialto Wealth Management, LLC 0.00% New 3 $473
Kimelman & Baird, LLC 0.00% No change 3 $473
Valued Wealth Advisors LLC 0.00% No change 2 $316
Strengthening Families & Communities, LLC 0.00% No change 2 $315
Total Investment Management Inc. 0.00% New 2 $315
Vision Financial Markets LLC 0.00% No change 1 $158
SOA Wealth Advisors, LLC. 0.00% No change 1 $158

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