Iqvia HoldingsIQV

13F holders, Q3 2025 (September 30)
1,007holders +27
132new positions
104sold out
10famous investors
$189.78avg. 13F price*

At the end of Q3 2025, 1,007 institutions reported holding Iqvia Holdings Inc. (IQV) in their 13F filings, up 27 from Q2 2025. 132 opened new positions and 104 sold out. The largest holders were Vanguard Group Inc. ($3.7B), BlackRock, Inc. ($2.8B) and Harris Associates (Oakmark Funds) ($2.2B). 10 famous investors held it, including Bill Nygren (3.5% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions132$949.5M
Exits104$445.9M

All 13F filers, Q2 2025 → Q3 2025: 13,923,221 shares bought and 16,058,762 shares sold, net −2,135,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,007 holders

Vanguard Group Inc. 0.06% Reduce -0.9% 19,490,633 $3.7B
BlackRock, Inc. 0.05% Add +4.5% 14,788,541 $2.8B
Harris Associates (Oakmark Funds) 3.47% Reduce -3.1% 11,387,265 $2.2B
State Street Corp. 0.05% Reduce -1.0% 7,548,921 $1.4B
Geode Capital Management, LLC 0.05% Add +3.1% 4,350,518 $822.9M
Canada Pension Plan Investment Board 0.55% Reduce -1.3% 4,115,564 $781.7M
FMR LLC 0.04% Add +26.1% 3,665,476 $696.2M
Alliancebernstein L.P. 0.22% Add +1.2% 3,597,572 $683.3M
Boston Partners 0.70% New 3,556,708 $676.7M
Artisan Partners Limited Partnership 0.94% Add +4.9% 3,433,957 $652.2M
JPMorgan Chase & Co. 0.04% Add +5.0% 3,282,147 $623.4M
Invesco Ltd. 0.08% Add +15.3% 2,773,984 $526.9M
Longview Partners (Guernsey) LTD 4.66% Add +2.5% 2,346,605 $445.7M
Morgan Stanley 0.03% Reduce -4.0% 2,300,539 $437.0M
Nordea Investment Management AB 0.37% Add +12.3% 2,314,219 $421.3M
Cantillon Capital Management LLC 2.02% Add +27.3% 1,926,934 $366.0M
Lazard Asset Management LLC 0.47% Reduce -1.5% 1,839,038 $349.3M
Northern Trust Corp. 0.04% Reduce -0.1% 1,773,224 $336.8M
AQR Capital Management 0.21% Add +14.3% 1,777,700 $321.6M
Dimensional Fund Advisors LP 0.06% Add +0.9% 1,422,064 $270.0M
Charles Schwab Investment Management Inc. 0.04% Add +6.7% 1,345,918 $255.6M
CIBC Private Wealth Group LLC 0.43% Reduce -1.1% 1,318,704 $250.5M
Goldman Sachs Group Inc. 0.04% Reduce -25.6% 1,308,958 $248.6M
American Century Companies Inc. 0.12% Reduce -24.3% 1,244,425 $236.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -22.4% 1,231,690 $233.9M
Raymond James Financial Inc. 0.08% Add +7.9% 1,230,861 $233.8M
Amundi 0.07% Reduce -12.6% 1,118,111 $229.2M
Bank of America Corp. 0.02% Add +27.8% 1,178,780 $223.9M
Legal & General Group Plc 0.05% Add +0.6% 1,132,304 $215.1M
Bank of New York Mellon Corp 0.03% Add +2.0% 1,023,985 $194.5M
UBS Group AG 0.04% Add +3.0% 995,091 $189.0M
Orbis Allan Gray Ltd 0.79% Add +1753.7% 967,537 $183.8M
Arrowstreet Capital, Limited Partnership 0.11% Add +12.5% 954,903 $181.4M
Farallon Capital Management, L.L.C. 1.01% Reduce -75.6% 938,551 $178.3M
Citigroup Inc. 0.12% Add +108.2% 915,183 $173.8M
Capital Research Global Investors 0.03% Reduce -50.2% 901,348 $171.1M
Deutsche Bank AG 0.05% Reduce -6.3% 808,095 $153.5M
Cadian Capital Management, LP 9.06% Add +23.1% 803,069 $152.5M
Sumitomo Mitsui Trust Group, Inc. 0.09% Reduce -1.1% 799,567 $151.9M
JARISLOWSKY, FRASER Ltd 0.82% Reduce -0.9% 785,658 $149.2M
Pacer Advisors, Inc. 0.36% Reduce -29.1% 728,498 $138.4M
T. Rowe Price Associates Inc. 0.01% Add +183.6% 694,937 $132.0M
Vulcan Value Partners, LLC 2.35% Add +1.8% 680,933 $129.9M
Envestnet Asset Management Inc. 0.04% Add +2.3% 648,027 $123.1M
Ameriprise Financial Inc. 0.03% Add +15.0% 621,388 $118.0M
FIL Ltd 0.09% Add +11.7% 601,622 $114.3M
Capital World Investors 0.02% Add +0.2% 591,264 $112.3M
Earnest Partners LLC 0.47% Reduce -1.6% 565,419 $107.4M
Vontobel Holding Ltd. 0.33% Add +909.1% 550,430 $104.5M
Alyeska Investment Group, L.P. 0.31% Reduce -27.0% 544,256 $103.4M
Manufacturers Life Insurance Company, The 0.08% Add +14.1% 507,912 $96.5M
Swiss National Bank 0.06% Reduce -6.6% 498,680 $94.7M
Nuveen, LLC 0.02% Add +6.0% 469,728 $89.2M
Primecap Management Co. 0.07% Reduce -13.7% 469,161 $89.1M
KBC Group NV 0.21% Add +1.1% 463,245 $88.0M
Qube Research & Technologies Ltd 0.12% Reduce -63.1% 461,262 $87.6M
Rhumbline Advisers 0.07% Reduce -5.4% 441,015 $83.8M
Franklin Resources Inc. 0.02% Reduce -4.0% 419,223 $79.6M
Platinum Investment Management Ltd. 4.51% Reduce -5.9% 367,685 $69.8M
HSBC Holdings PLC 0.04% Add +4.1% 364,459 $69.1M
Millennium Management 0.06% Add +28.3% 357,776 $68.0M
Royal Bank of Canada 0.01% Reduce -25.1% 349,629 $66.4M
Cornerstone Investment Partners, LLC 2.73% Add +21.9% 344,103 $65.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +5.3% 341,807 $64.9M
Wells Fargo & Company 0.01% Reduce -24.8% 337,777 $64.2M
California Public Employees Retirement System 0.04% Add +0.1% 331,000 $62.9M
Criteria Caixa, S.A.U. 6.91% New 310,282 $58.9M
EULAV Asset Management 1.36% No change 309,000 $58.7M
BNP Paribas Financial Markets 0.05% Reduce -11.2% 301,773 $57.3M
Barclays PLC 0.02% Reduce -30.8% 300,730 $57.1M
Rockefeller Capital Management L.P. 0.11% Reduce -4.1% 298,296 $56.7M
Premier Fund Managers Ltd 2.32% Add +24.2% 311,823 $56.4M
National Pension Service 0.04% Add +2.8% 287,089 $54.5M
Appaloosa 0.73% Reduce -5.0% 285,000 $54.1M
California State Teachers Retirement System 0.06% Reduce -2.2% 284,624 $54.1M
Thompson Siegel & Walmsley LLC 0.86% Add +3.6% 278,994 $53.0M
Allianz Asset Management GmbH 0.06% Add +6.2% 273,922 $52.0M
Candriam S.C.A. 0.27% Add +61.2% 272,747 $51.8M
Clarkston Capital Partners, LLC 1.07% No change 261,975 $49.8M
First Manhattan Co. Llc. 0.13% Add +4.2% 255,119 $48.5M
Northwestern Mutual Wealth Management Co. 0.03% Add +6.9% 251,728 $47.8M
Assenagon Asset Management S.A. 0.07% Add +14.4% 245,099 $46.6M
Macquarie Group Ltd. 0.05% Add +42.1% 237,581 $45.1M
CIBC Asset Management Inc 0.13% Reduce -16.2% 237,368 $45.1M
Sunriver Management LLC 4.73% New 229,104 $43.5M
Lakewood Capital Management, LP 3.27% Add +1.3% 227,200 $43.2M
Glenmede Investment Management, LP 0.19% Reduce -8.8% 202,711 $38.5M
Parnassus Investments, LLC 0.09% Reduce -3.8% 199,552 $37.9M
Massachusetts Financial Services Co. 0.01% Add +16.7% 199,136 $37.8M
Skandinaviska Enskilda Banken AB (publ) 0.15% Reduce -2.2% 198,888 $37.8M
PGGM Investments 0.61% No change 198,698 $37.7M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Reduce -56.4% 198,671 $37.7M
Country Trust Bank 0.80% Reduce -8.4% 193,381 $36.7M
DekaBank Deutsche Girozentrale 0.06% No change 198,648 $36.1M
Bank of Montreal 0.02% Add +27.8% 187,016 $35.5M
Principal Financial Group Inc. 0.02% Add +1.7% 184,439 $35.0M
Two Sigma Investments, LP 0.06% Reduce -83.8% 181,515 $34.5M
Robeco Institutional Asset Management B.V. 0.05% Add +56.3% 175,874 $33.4M
Glenview Capital Management, LLC 0.81% Add +74.7% 174,727 $33.2M
Los Angeles Capital Management LLC 0.11% Add +666.2% 173,527 $33.0M
MML Investors Services, LLC 0.09% Reduce -5.1% 171,675 $32.6M
Associated Banc-Corp 0.85% Add +0.1% 170,958 $32.5M
Act Two Investors LLC 5.73% Add +1.2% 170,320 $32.4M
Vinva Investment Management Ltd 0.62% Add +7.5% 173,471 $31.5M
Rakuten Investment Management, Inc. 0.11% — 109,872 $30.7M
Dana Investment Advisors, Inc. 0.89% Add +18.4% 160,057 $30.4M
Cerity Partners LLC 0.05% Add +0.8% 159,717 $30.4M
ASR Vermogensbeheer N.V. 0.36% Reduce -7.9% 158,010 $30.0M
Truist Financial Corp. 0.04% Reduce -3.0% 154,928 $29.4M
State Board of Administration of Florida Retirement System 0.05% Reduce -8.4% 154,104 $29.3M
STRS Ohio 0.11% Add +2.6% 151,039 $28.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -4.8% 149,626 $28.4M
Trajan Wealth LLC 1.23% Add +13.4% 149,541 $28.4M
Keystone Investors Pte Ltd. 3.21% Add +55.1% 146,228 $27.8M
Korea Investment CORP 0.05% Reduce -18.7% 139,914 $26.6M
Adage Capital Partners Gp, L.L.C. 0.04% Add +279.6% 138,300 $26.3M
Aviva PLC 0.05% Add +3.8% 136,827 $26.0M
Woodline Partners LP 0.12% Add +661.7% 135,419 $25.7M
Jefferies Financial Group Inc. 0.24% Reduce -41.0% 133,815 $25.4M
Washington Trust Advisors, Inc. 1.93% Reduce -2.1% 133,654 $25.4M
CANADA LIFE ASSURANCE Co 0.04% Reduce -0.4% 138,767 $25.1M
Handelsbanken Fonder AB 0.08% Reduce -28.4% 131,989 $25.1M
Crestwood Advisors Group, LLC 0.43% Add +16.9% 131,634 $25.0M
Aberdeen Group plc 0.04% Reduce -4.0% 137,993 $24.9M
New York State Teachers Retirement System 0.05% Reduce -10.7% 130,711 $24.8M
Howard Capital Management Group, LLC 1.56% Add +0.8% 129,644 $24.6M
Assetmark, Inc. 0.05% Add +10.2% 129,189 $24.5M
Marathon Asset Management Ltd 0.90% Reduce -24.1% 128,464 $24.4M
LPL Financial LLC 0.01% Add +2.7% 123,154 $23.4M
Nichols & Pratt Advisers LLP 1.47% Add +8.6% 122,603 $23.3M
CI Investments Inc. 0.08% Add +2.1% 121,562 $23.1M
Banco Santander, S.A. 0.20% Add +0.8% 120,226 $22.8M
Boston Family Office LLC 1.45% Reduce -3.0% 120,228 $22.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +10.3% 120,090 $22.8M
Hardman Johnston Global Advisors LLC 1.12% Reduce -16.4% 119,776 $22.8M
TD Asset Management Inc 0.02% Add +11.4% 117,277 $22.3M
Ieq Capital, LLC 0.07% Add +28.8% 116,997 $22.2M
Clark Estates Inc. 5.00% Reduce -25.8% 115,200 $21.9M
Philadelphia Trust Co. 1.53% Add +0.5% 114,773 $21.8M
Stifel Financial Corp. 0.02% Reduce -2.4% 114,759 $21.8M
Voya Investment Management LLC 0.02% Add +143.6% 114,563 $21.8M
Panagora Asset Management Inc. 0.09% Add +29.1% 113,543 $21.6M
First Trust Advisors LP 0.02% Add +22.2% 112,426 $21.4M
Cetera Investment Advisers 0.02% Add +12.2% 112,334 $21.3M
Community Trust & Investment Co. 1.11% Reduce -4.0% 108,911 $20.7M
D. E. Shaw & Co. 0.02% Reduce -75.2% 108,201 $20.6M
Prudential Financial Inc. 0.02% Reduce -3.0% 107,205 $20.4M
Heritage Investors Management Corp. 0.59% Reduce -0.4% 104,242 $19.8M
Mediolanum International Funds Ltd 0.21% Add +41.8% 109,130 $19.7M
Sei Investments Co. 0.02% Add +13.2% 103,256 $19.6M
Ruffer LLP 1.09% Reduce -50.5% 102,970 $19.6M
Pictet Asset Management Holding SA 0.02% Reduce -5.0% 99,906 $19.0M
South Dakota Investment Council 0.36% Add +10.9% 97,241 $18.5M
New York State Common Retirement Fund 0.02% Reduce -5.7% 97,080 $18.4M
Compagnie Lombard Odier SCmA 0.20% Reduce -15.1% 97,057 $18.4M
State of Wisconsin Investment Board 0.04% Add +1.8% 96,806 $18.4M
Man Group plc 0.04% Reduce -53.2% 94,820 $18.0M
Edmond DE Rothschild Holding S.A. 0.28% Reduce -29.0% 94,664 $18.0M
WASHINGTON TRUST Co 0.59% Reduce -5.2% 94,316 $17.9M
Swedbank AB 0.02% Add +0.0% 92,590 $17.6M
GDS Wealth Management 1.14% Add +4.2% 91,201 $17.3M
Ensign Peak Advisors, Inc 0.03% Add +3.6% 90,990 $17.3M
Running Oak Capital LLC 1.93% Reduce -8.4% 90,746 $17.2M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -0.1% 90,092 $17.1M
Van Eck Associates Corp. 0.02% Reduce -10.0% 89,550 $17.0M
Public Employees Retirement System of Ohio 0.05% Add +62.8% 88,539 $16.8M
AXA Investment Managers S.A. 0.05% — 87,764 $16.7M
Punch & Associates Investment Management, Inc. 0.97% Add +0.3% 87,418 $16.6M
APG Asset Management N.V. 0.05% Add +1.5% 102,239 $16.5M
Eastern Bank 0.29% Add +49.5% 85,223 $16.2M
Redwood Grove Capital, LLC 4.63% No change 85,200 $16.2M
State of Tennessee, Department of Treasury 0.05% Add +101.8% 84,538 $16.1M
Bradley Foster & Sargent Inc. 0.23% Reduce -0.7% 83,090 $15.8M
Arvest Bank Trust Division 0.87% Reduce -1.6% 82,617 $15.7M
DNB Asset Management AS 0.06% Reduce -9.0% 81,265 $15.4M
Royal London Asset Management Ltd. 0.03% Reduce -3.2% 81,227 $15.4M
Russell Investments Group, Ltd. 0.02% Add +34.2% 82,011 $15.4M
World Investment Advisors 0.31% Add +2.3% 80,520 $15.3M
HG Vora Capital Management, LLC 2.06% Reduce -33.3% 80,000 $15.2M
Danske Bank A/S 0.04% Add +3.2% 79,966 $15.2M
Quantinno Capital Management LP 0.04% Add +20.8% 79,500 $15.1M
Citadel Advisors 0.01% Add +1109.0% 78,888 $15.0M
Focus Partners Wealth 0.02% Add +11.6% 76,861 $14.6M
Credit Agricole S A 0.05% — 76,593 $14.5M
Polar Capital Holdings Plc 0.07% New 75,959 $14.4M
Treasurer of the State of North Carolina 0.04% Reduce -7.2% 75,948 $14.4M
Nicholas Company, Inc. 0.24% Reduce -0.0% 75,731 $14.4M
Eubel Brady & Suttman Asset Management Inc. 1.78% New 75,170 $14.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -2.6% 73,970 $14.0M
Asset Management One Co., Ltd. 0.04% Reduce -0.5% 73,746 $14.0M
Federated Hermes, Inc. 0.02% Reduce -39.9% 73,511 $14.0M
Wilkins Investment Counsel Inc. 1.94% Reduce -4.4% 71,974 $13.7M
Gotham Asset Management 0.06% Add +7.7% 71,036 $13.5M
Osaic Holdings, Inc. 0.02% Reduce -2.1% 69,626 $13.2M
Coronation Fund Managers Ltd. 0.69% Add +382.5% 69,434 $13.2M
Tower Bridge Advisors 1.31% Reduce -0.3% 68,298 $13.0M
Loomis Sayles & Co. L P 0.02% Reduce -10.8% 68,118 $12.9M
Bruni J V & Co. 1.30% Add +0.1% 67,880 $12.9M
Mn Services Vermogensbeheer B.V. 0.08% No change 66,000 $12.5M
Steward Partners Investment Advisory, LLC 0.07% Add +0.9% 65,471 $12.4M
KLP Kapitalforvaltning As 0.05% Add +0.5% 64,975 $12.3M
Toronto Dominion Bank 0.02% Reduce -8.2% 64,095 $12.2M
Schwartz Investment Counsel Inc. 0.41% Reduce -42.0% 64,000 $12.2M
Erste Asset Management GmbH 0.12% Reduce -20.8% 65,742 $12.0M
Gateway Investment Advisers LLC 0.11% New 62,473 $11.9M
Aryeh Capital Management Ltd. 9.87% No change 62,100 $11.8M
Victory Capital Management Inc. 0.01% Reduce -5.5% 61,416 $11.7M
Federation des caisses Desjardins du Quebec 0.05% Add +1.0% 61,318 $11.6M
Addenda Capital Inc. 0.34% Add +24.1% 61,117 $11.6M
Nixon Peabody Trust Co. 0.85% Add +0.2% 60,771 $11.5M
State of New Jersey Common Pension Fund D 0.04% Add +2.6% 60,003 $11.4M
Exencial Wealth Advisors, LLC 0.37% Add +47.1% 59,600 $11.3M
BLI - Banque de Luxembourg Investments 0.32% Reduce -0.8% 61,230 $11.1M
Varma Mutual Pension Insurance Co 0.07% Add +10.4% 58,250 $11.1M
Nippon Life Global Investors Americas, Inc. 0.47% Reduce -6.0% 58,130 $11.0M
Nomura Asset Management Co. Ltd. 0.03% Reduce -0.3% 57,956 $11.0M
Invenomic Capital Management LP 0.57% Reduce -55.0% 57,248 $10.9M
Resona Asset Management Co.,Ltd. 0.05% Reduce -6.5% 56,234 $10.6M
Worldquant Millennium Advisors LLC 0.05% Reduce -87.2% 55,208 $10.5M
Tidal Investments LLC 0.04% Add +22.6% 54,911 $10.4M
National Bank of Canada 0.01% Reduce -75.3% 53,801 $10.2M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Add +0.1% 53,696 $10.2M
Pine Valley Investments Ltd Liability Co 0.53% Reduce -11.3% 53,154 $10.1M
Bellevue Group AG 0.21% Add +57.0% 52,898 $10.0M
McGuire Investment Group, LLC 1.12% Reduce -1.3% 51,975 $9.9M
Prudential PLC 0.07% Add +10.6% 51,881 $9.9M
Van Lanschot Kempen Investment Management N.V. 0.09% Add +2.2% 51,840 $9.8M
Natixis Advisors, LLC 0.01% Add +18.5% 51,829 $9.8M
Calamos Advisors LLC 0.06% Reduce -35.3% 51,266 $9.7M
Arizona State Retirement System 0.05% Reduce -0.6% 51,231 $9.7M
Sendero Wealth Management, LLC 1.14% Reduce -1.0% 51,136 $9.7M
2Xideas AG 2.02% Reduce -19.8% 50,475 $9.6M
Creative Planning 0.01% Add +28.1% 50,166 $9.5M
Commerce Bank 0.05% Reduce -3.8% 48,922 $9.3M
SFE Investment Counsel 1.48% Add +12.4% 48,898 $9.3M
Picton Mahoney Asset Management 0.12% Add +3086.9% 48,824 $9.3M
Marks Group Wealth Management, Inc 0.85% Reduce -5.5% 48,363 $9.2M
Motco 0.83% Add +2.4% 48,110 $9.1M
Daiwa Securities Group Inc. 0.03% Add +0.9% 48,053 $9.1M
Sheets Smith Wealth Management 1.02% Reduce -3.7% 47,341 $9.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -12.1% 47,282 $9.0M
Ecofi Investissements SA 10.77% Reduce -6.5% 47,200 $9.0M
Markel Group 0.07% Reduce -5.5% 46,900 $8.9M
PNC Financial Services Group, Inc. 0.01% Reduce -6.4% 46,537 $8.8M
Baird Financial Group, Inc. 0.01% Reduce -0.6% 46,526 $8.8M
Eagle Rock Investment Company, LLC 1.31% Add +33.6% 46,332 $8.8M
State of Michigan Retirement System 0.04% Add +2.9% 45,994 $8.7M
Stanley Capital Management, LLC 1.43% New 45,900 $8.7M
Middleton & Co. Inc. 0.94% Add +3.4% 45,580 $8.7M
Forsta Ap-Fonden 0.05% Add +3.7% 45,200 $8.6M
Callahan Advisors, LLC 0.73% Add +3.8% 45,113 $8.6M
Cwm, LLC 0.03% Add +37.8% 45,068 $8.6M
Integral Health Asset Management, LLC 0.62% New 45,000 $8.5M
Neuberger Berman Group LLC 0.01% Reduce -11.5% 44,526 $8.5M
Telos Capital Management, Inc. 0.80% Add +7.5% 44,091 $8.4M
North Growth Management Ltd. 1.45% Add +33.3% 44,000 $8.3M
Czech National Bank 0.06% Add +7.5% 43,176 $8.2M
Point72 Asset Management 0.02% New 42,686 $8.1M
Diversified Trust Co. 0.16% Add +57.2% 42,579 $8.1M
MetLife Investment Management, LLC 0.04% Add +0.3% 42,160 $8.0M
Arvin Capital Management LP 1.85% New 42,100 $8.0M
Moran Wealth Management, LLC 0.24% New 41,798 $7.9M
Taikang Asset Management (Hong Kong) Co Ltd 0.89% Reduce -7.9% 41,726 $7.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +1.3% 40,823 $7.8M
Principal Securities, Inc. 0.13% Reduce -1.0% 40,284 $7.7M
Whittier Trust Co. 0.09% Reduce -71.9% 36,945 $7.6M
ExodusPoint Capital Management, LP 0.10% New 39,235 $7.5M
Susquehanna International Group, LLP 0.01% Reduce -84.6% 38,903 $7.4M
EDENTREE ASSET MANAGEMENT Ltd 1.77% New 38,800 $7.4M
Lombard Odier Asset Management (Europe) Ltd 0.53% Add +13.2% 37,534 $7.1M
Sone Capital Management, LLC 0.59% Reduce -33.0% 37,206 $7.1M
Verdence Capital Advisors LLC 0.41% Add +41.6% 32,461 $7.1M
Comerica Bank 0.03% Add +11.4% 36,693 $7.0M
Retirement Systems of Alabama 0.02% Add +2.8% 36,264 $6.9M
OP Asset Management Ltd 0.09% No change 35,450 $6.7M
Agf Management Ltd. 0.03% Reduce -4.7% 35,295 $6.7M
Wellington Management Group LLP 0.00% Add +4.5% 35,118 $6.7M
Vision Capital Management, Inc. 0.81% Reduce -1.4% 34,652 $6.6M
Mackenzie Financial Corp. 0.01% Reduce -5.8% 34,432 $6.5M
US Bancorp \de 0.01% Add +11.8% 34,112 $6.5M
Swiss Life Asset Management Ltd 0.03% Reduce -4.7% 34,070 $6.5M
Guggenheim Capital LLC 0.05% Add +25.5% 33,500 $6.4M
Mutual of America Capital Management LLC 0.07% Reduce -1.1% 33,148 $6.3M
B. Metzler seel. Sohn & Co. AG 0.06% Add +62.4% 32,910 $6.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +2.9% 32,822 $6.2M
PEAK6 LLC 0.16% New 32,537 $6.2M
Argent Trust Co 0.22% Add +9.2% 32,414 $6.2M
Ethic Inc. 0.10% Reduce -3.2% 32,337 $6.1M
Amalgamated Bank 0.04% Reduce -0.3% 32,192 $6.1M
ProShare Advisors LLC 0.01% Reduce -6.8% 31,829 $6.0M
Generali Asset Management SPA SGR 0.13% Reduce -15.5% 31,797 $6.0M
Cibc World Market Inc. 0.01% Add +50.4% 31,795 $6.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +15.7% 31,455 $6.0M
Vanguard Personalized Indexing Management, LLC 0.06% Add +14.4% 30,837 $5.9M
IFM Investors Pty Ltd 0.05% Reduce -5.8% 32,407 $5.8M
Thrivent Financial for Lutherans 0.01% Reduce -21.0% 30,307 $5.8M
Parkman Healthcare Partners LLC 0.63% Reduce -72.6% 30,000 $5.7M
NFJ Investment Group, LLC 0.19% Reduce -47.8% 29,258 $5.6M
Elo Mutual Pension Insurance Co 0.09% Add +97.0% 29,160 $5.5M
Meridian Management Co. 1.47% Add +1.2% 28,979 $5.5M
Atria Investments, Inc 0.06% Add +0.4% 28,851 $5.5M
M&T Bank Corp 0.02% Reduce -11.3% 28,610 $5.4M
Mariner, LLC 0.01% Add +36.3% 28,217 $5.4M
USS Investment Management Ltd 0.03% No change 28,090 $5.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -11.4% 28,056 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +30.5% 26,480 $5.3M
Lynwood Price Capital Management LP 2.66% Reduce -47.3% 28,000 $5.3M
Arax Advisory Partners 0.08% Add +1532.4% 27,947 $5.3M
Utah Retirement Systems 0.05% Reduce -5.3% 27,909 $5.3M
CenterBook Partners LP 0.26% Add +315.2% 27,730 $5.3M
Stephens Inc. 0.07% Add +36.9% 27,728 $5.3M
Brandes Investment Partners, LP 0.04% Add +48.6% 27,469 $5.2M
Captrust Financial Advisors 0.01% Add +17.9% 27,336 $5.2M
Police & Firemen's Retirement System of New Jersey 0.04% Add +2.4% 27,216 $5.2M
Commonwealth Equity Services, LLC 0.01% Reduce -5.7% 27,100 $5.1M
Broyhill Asset Management, LLC 4.50% Add +15.2% 27,010 $5.1M
Bank of Nova Scotia 0.01% Reduce -50.3% 26,844 $5.1M
Kornitzer Capital Management Inc. 0.10% Reduce -53.3% 26,296 $5.0M
Cullen Investment Group, LTD. 0.66% Add +2.1% 24,140 $5.0M
MAI Capital Management 0.03% Add +15.2% 25,700 $4.9M
Pinnbrook Capital Management LP 0.89% New 25,369 $4.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -10.4% 24,867 $4.7M
NEOS Investment Management LLC 0.03% Add +44.9% 24,049 $4.6M
SG Americas Securities, LLC 0.02% Reduce -78.9% 24,045 $4.6M
Teacher Retirement System of Texas 0.02% Reduce -10.5% 23,967 $4.6M
NewEdge Advisors, LLC 0.02% Add +4.7% 23,801 $4.5M
Fifth Third Bancorp 0.01% Reduce -2.0% 23,623 $4.5M
CIBC Bancorp USA Inc. 0.03% — 23,562 $4.5M
Steinberg Asset Management LLC 3.17% Reduce -21.0% 23,219 $4.4M
Xponance LLC 0.03% Reduce -6.5% 23,202 $4.4M
New York Life Investment Management LLC 0.04% Add +3.2% 23,050 $4.4M
Morningstar Investment Management LLC 0.16% New 22,783 $4.3M
Janus Henderson Group PLC 0.00% Reduce -2.6% 22,664 $4.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.0% 22,234 $4.2M
Yousif Capital Management, LLC 0.04% Reduce -0.6% 22,160 $4.2M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.9% 21,809 $4.1M
D.A. Davidson & Co. 0.03% Add +10.5% 21,676 $4.1M
Pinkerton Wealth, LLC 0.44% Add +27.8% 21,443 $4.1M
UniSuper Management Pty Ltd 0.02% Add +17.4% 21,159 $4.0M
OPTIMAS CAPITAL Ltd 2.53% New 21,100 $4.0M
Thematics Asset Management 0.17% Add +26.6% 19,631 $3.7M
Regions Financial Corp. 0.02% Add +2.3% 19,583 $3.7M
AMG National Trust Bank 0.09% New 19,549 $3.7M
Rhenman & Partners Asset Management AB 0.41% Add +50.0% 19,500 $3.7M
Oregon Public Employees Retirement Fund 0.05% Add +37.1% 19,463 $3.7M
Superstring Capital Management LP 3.58% New 19,114 $3.6M
Legacy Wealth Management, LLC / MS 1.09% Reduce -14.1% 19,095 $3.6M
Rafferty Asset Management, LLC 0.01% Add +8.6% 18,868 $3.6M
Cannell & Spears LLC 0.07% Reduce -60.3% 18,734 $3.6M
State of Alaska, Department of Revenue 0.04% Reduce -32.9% 18,575 $3.5M
Inspire Investing, LLC 0.34% Reduce -4.6% 18,532 $3.5M
New Age Alpha Advisors, LLC 0.14% Reduce -1.4% 18,070 $3.4M
Verition Fund Management LLC 0.02% Reduce -72.2% 17,999 $3.4M
Meridian Wealth Advisors, LLC 0.48% Add +4.7% 17,849 $3.4M
Storebrand Asset Management As 0.01% Add +3.5% 17,837 $3.4M
Investment Research & Advisory Group, Inc. 1.15% Add +3.5% 17,812 $3.4M
WINTON GROUP Ltd 0.13% New 17,810 $3.4M
Orion Porfolio Solutions, LLC 0.03% Reduce -11.9% 17,225 $3.3M
Janney Montgomery Scott LLC 0.01% Reduce -19.8% 17,030 $3.2M
Mercer Global Advisors Inc. 0.01% Add +49.6% 16,966 $3.2M
Balefire, LLC 0.63% Reduce -1.7% 16,695 $3.2M
Dymon Asia Capital (singapore) Pte. LTD. 1.27% Add +27.7% 16,600 $3.2M
Logan Capital Management Inc. 0.13% Add +6.8% 16,591 $3.2M
WCG Wealth Advisors LLC 0.20% Reduce -3.1% 16,535 $3.1M
Voya Financial Advisors, Inc. 0.30% Reduce -4.6% 17,334 $3.1M
Jackson Square Partners, LLC 1.24% Reduce -1.7% 16,185 $3.1M
Sava Infond d.o.o. 0.43% Add +11.3% 15,910 $3.0M
Merit Financial Group, LLC 0.03% Add +4.1% 15,859 $3.0M
Crossmark Global Holdings, Inc. 0.04% Reduce -4.9% 15,505 $2.9M
Graphene Investments SAS 1.85% Reduce -16.3% 15,400 $2.9M
Public Employees Retirement Association of Colorado 0.01% Reduce -8.9% 15,234 $2.9M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 15,000 $2.8M
Public Sector Pension Investment Board 0.01% Add +31.2% 14,556 $2.8M
Modera Wealth Management, LLC 0.03% Add +42.1% 14,314 $2.7M
Comprehensive Financial Consultants Institutional, Inc. 0.84% Add +1.3% 14,197 $2.7M
Schroder Investment Management Group 0.00% Reduce -46.7% 14,067 $2.7M
Kovack Advisors, Inc. 0.25% Reduce -6.2% 13,871 $2.6M
Natixis 0.01% Add +46.4% 13,840 $2.6M
Teachers Retirement System of the State of Kentucky 0.02% No change 13,391 $2.5M
Cinctive Capital Management LP 0.13% New 13,214 $2.5M
Equitable Trust Co. 0.11% Add +81.5% 13,140 $2.5M
Corient Private Wealth LP 0.00% Add +8.5% 12,975 $2.5M
Plato Investment Management Ltd 0.17% No change 12,965 $2.4M
Maia Wealth LLC 0.41% Reduce -8.5% 11,457 $2.4M
Sanctuary Advisors, LLC 0.01% Add +42.0% 12,817 $2.4M
Smith Salley Wealth Management 0.13% Add +3.8% 12,784 $2.4M
Quantitative Investment Management, LLC 0.34% New 12,754 $2.4M
Bleakley Financial Group, LLC 0.06% New 12,551 $2.4M
Neo Ivy Capital Management 0.58% Add +1065.5% 12,436 $2.4M
Mizuho Securities USA LLC 0.05% Add +9.0% 12,382 $2.4M
Bokf, NA 0.03% Reduce -12.3% 12,225 $2.3M
Capstone Investment Advisors, LLC 0.02% New 12,206 $2.3M
O'shaughnessy Asset Management, LLC 0.01% Add +43.3% 12,182 $2.3M
Lombard Odier Asset Management (Switzerland) SA 0.11% Add +5.3% 12,171 $2.3M
Hanson & Doremus Investment Management 0.29% Add +0.4% 11,944 $2.3M
Terra Alpha Investments LLC 2.30% Add +23.7% 11,893 $2.3M
Donoghue Forlines LLC 0.69% New 11,810 $2.2M
Rosenblum Silverman Sutton S F Inc. 0.51% Reduce -1.6% 11,645 $2.2M
Mgo One Seven LLC 0.05% Add +240.2% 11,606 $2.2M
Aspire Private Capital, LLC 0.48% Add +1.0% 11,425 $2.2M
Pallas Capital Advisors LLC 0.08% Reduce -5.4% 11,354 $2.2M
Jag Capital Management, LLC 0.24% Reduce -2.1% 11,347 $2.2M
Pathstone Holdings, LLC 0.01% Add +70.6% 11,336 $2.2M
Simplex Trading, LLC 0.05% New 11,274 $2.1M
Clear Harbor Asset Management, LLC 0.15% Reduce -17.8% 11,158 $2.1M
Invera Wealth Advisors, LLC 1.30% Reduce -21.6% 11,142 $2.1M
Metis Global Partners, LLC 0.05% Add +6.0% 11,136 $2.1M
Pure Financial Advisors, LLC 0.03% Reduce -19.3% 10,939 $2.1M
Avanza Fonder AB 0.05% No change 10,761 $2.0M
Kentucky Retirement Systems 0.06% Reduce -8.2% 10,606 $2.0M
Global Retirement Partners, LLC 0.04% Reduce -1.5% 10,563 $2.0M
Sterling Capital Management LLC 0.03% Reduce -11.2% 10,522 $2.0M
Banque Cantonale Vaudoise 0.07% Add +51.2% 10,192 $1.9M
Twin City Private Wealth, LLC 1.51% Add +13.9% 10,188 $1.9M
Caliber Wealth Management, LLC / KS 0.21% Reduce -3.3% 10,143 $1.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% New 10,096 $1.9M
Carmel Capital Partners, LLC 0.80% Reduce -32.5% 10,043 $1.9M
Hartford Investment Management Co. 0.06% Add +0.8% 9,964 $1.9M
Norinchukin Bank, The 0.03% Add +2.7% 9,842 $1.9M
GeoWealth Management, LLC 0.07% Add +120.2% 9,835 $1.9M
Fuller & Thaler Asset Management, Inc. 0.01% Add +21.9% 9,719 $1.8M
Cape Investment Advisory, Inc. 1.80% Reduce -9.9% 9,653 $1.8M
Stonebridge Capital Advisors LLC 0.13% Add +1.2% 9,495 $1.8M
Bayesian Capital Management, LP 0.36% New 9,400 $1.8M
Bridges Investment Management Inc. 0.02% Add +2.2% 9,185 $1.7M
Tranquility Partners, LLC 0.59% Reduce -13.8% 9,143 $1.7M
Geneos Wealth Management Inc. 0.04% Reduce -5.3% 9,101 $1.7M
Arvest Investments, Inc. 0.25% Reduce -1.3% 9,084 $1.7M
Simplify Asset Management Inc. 0.03% Add +13.9% 9,044 $1.7M
Keybank National Association 0.01% Add +3.4% 9,036 $1.7M
Louisiana State Employees Retirement System 0.03% Add +2.3% 8,900 $1.7M
Concurrent Investment Advisors, LLC 0.03% Reduce -5.0% 8,787 $1.7M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -4.8% 8,723 $1.7M
HighTower Advisors, LLC 0.00% Add +30.2% 8,701 $1.7M
Nisa Investment Advisors, LLC 0.01% Add +94.9% 8,668 $1.6M
Gulf International Bank (UK) Ltd 0.05% Reduce -2.5% 8,662 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Add +3.7% 7,936 $1.6M
PFG Advisors 0.07% Reduce -10.4% 8,454 $1.6M
Chapman Financial Group, LLC 1.11% No change 8,431 $1.6M
First Business Financial Services, Inc. 0.15% Reduce -11.0% 8,422 $1.6M
Maryland State Retirement & Pension System 0.03% Reduce -0.1% 8,419 $1.6M
E. Ohman J:or Asset Management AB 0.04% No change 8,361 $1.6M
LOM Asset Management Ltd 0.48% Reduce -8.2% 8,342 $1.6M
EFG Asset Management (North America) Corp. 0.20% Reduce -17.1% 8,337 $1.6M
Summit Trail Advisors, LLC 0.02% Add +122.8% 8,321 $1.6M
Crux Wealth Advisors 0.62% Add +8.0% 8,256 $1.6M
Unique Wealth Strategies, LLC 0.61% Add +6.9% 8,215 $1.6M
Stratos Wealth Partners, LTD. 0.02% Add +14.3% 8,175 $1.6M
HF Advisory Group, LLC 0.57% Reduce -24.0% 8,174 $1.6M
Investment Management Corp of Ontario 0.02% Add +87.6% 8,160 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -4.7% 8,156 $1.5M
Hutchinson Financial Advisors, INC 1.50% No change 8,036 $1.5M
AG2R La Mondiale Gestion D'actifs 0.08% No change 9,675 $1.5M
&partners 0.01% Add +15.4% 7,980 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +70.2% 7,898 $1.5M
Landscape Capital Management, L.L.C. 0.09% New 7,831 $1.5M
Empowered Funds, LLC 0.01% Add +40.4% 7,611 $1.4M
Oak Associates Ltd. 0.09% New 7,604 $1.4M
AE Wealth Management LLC 0.01% Add +2.9% 7,532 $1.4M
Carret Asset Management, LLC 0.14% No change 7,516 $1.4M
Brighton Jones LLC 0.03% Add +27.5% 7,408 $1.4M
New Mexico Educational Retirement Board 0.04% Reduce -8.6% 7,400 $1.4M
Montanova Capital, LLC 0.04% No change 7,175 $1.4M
Blair William & Co. 0.00% Add +7.5% 7,151 $1.4M
Integrated Advisors Network LLC 0.06% Reduce -0.5% 7,126 $1.4M
Centaurus Financial, Inc. 0.06% Add +74.0% 7,070 $1.3M
Parsons Capital Management Inc. 0.08% Reduce -2.6% 7,061 $1.3M
Advisors Asset Management, Inc. 0.02% Add +4.8% 7,052 $1.3M
Wealthfront Advisers LLC 0.00% Add +135.9% 6,949 $1.3M
Oppenheimer Asset Management Inc. 0.01% Reduce -1.4% 6,898 $1.3M
AlTi Global, Inc. 0.03% Add +3.4% 6,816 $1.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.21% Add +0.4% 6,756 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +2.6% 6,730 $1.3M
Stamos Capital Partners, L.P. 0.24% Reduce -20.5% 6,726 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -11.4% 6,682 $1.3M
Raiffeisen Bank International AG 0.02% Add +4.4% 7,010 $1.3M
Kennedy Capital Management LLC 0.03% New 6,663 $1.3M
Focus Partners Advisor Solutions, LLC 0.01% Add +9.4% 6,184 $1.3M
Numerai GP LLC 0.18% Reduce -77.3% 6,565 $1.2M
OMERS ADMINISTRATION Corp 0.01% No change 6,528 $1.2M
Park Avenue Securities LLC 0.01% Add +8.5% 6,469 $1.2M
Empirical Finance, LLC 0.06% Add +0.9% 6,466 $1.2M
North Star Asset Management Inc. 0.05% No change 6,440 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +9.3% 6,401 $1.2M
Clearstead Advisors, LLC 0.02% Add +5.8% 6,391 $1.2M
Aviso Financial Inc. 0.05% Reduce -4.6% 6,390 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +4.7% 6,302 $1.2M
Allstate Corp. 0.03% New 6,274 $1.2M
Fairbanks Capital Management, Inc. 0.64% Reduce -0.6% 6,210 $1.2M
Sagespring Wealth Partners, LLC 0.02% Add +2.1% 6,205 $1.2M
Lebenthal Global Advisors, LLC 0.21% Reduce -2.0% 6,183 $1.2M
Fiduciary Family Office, LLC 0.33% Add +78.3% 6,153 $1.2M
Private Advisor Group, LLC 0.01% Add +1.0% 6,122 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.7% 6,081 $1.2M
CM Management, LLC 0.95% Reduce -50.0% 6,000 $1.1M
One Wealth Map LLC 0.60% Reduce -0.5% 5,322 $1.1M
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -90.0% 5,484 $1.1M
Bowman & Co S.C. 0.48% Reduce -1.0% 5,966 $1.1M
Kestra Advisory Services, LLC 0.01% Add +7.0% 5,919 $1.1M
Prescott Group Capital Management, L.L.C. 0.12% No change 5,900 $1.1M
Jones Financial Companies LLLP 0.00% Add +56.4% 6,115 $1.1M
Advisory Services Network, LLC 0.02% Reduce -1.6% 5,740 $1.1M
Nomura Holdings Inc. 0.01% Add +153.6% 5,701 $1.1M
Versor Investments LP 0.20% Reduce -10.9% 5,698 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -15.9% 5,695 $1.1M
Exchange Traded Concepts, LLC 0.01% Reduce -9.0% 5,622 $1.1M
Trillium Asset Management, LLC 0.03% Reduce -15.1% 5,548 $1.1M
Acadian Asset Management LLC 0.00% Reduce -77.8% 5,543 $1.1M
Triglav Investments, D.O.O. 0.07% No change 5,500 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +3.4% 5,418 $1.0M
Malaga Cove Capital, LLC 0.37% Reduce -0.0% 5,405 $1.0M
Ossiam 0.01% Reduce -51.7% 5,401 $1.0M
SVB Wealth LLC 0.05% Reduce -28.1% 5,342 $1.0M
Flagship Harbor Advisors, LLC 0.04% Reduce -3.4% 5,317 $1.0M
NorthRock Partners, LLC 0.02% Add +33.4% 5,297 $1.0M
Nan Shan Life Insurance Co., Ltd. 0.02% Reduce -0.8% 5,268 $1.0M
Todd Asset Management LLC 0.02% No change 5,208 $989K
Horizon Investments, LLC 0.01% Reduce -1.4% 5,143 $977K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +38.5% 5,143 $976K
Callan Family Office, LLC 0.03% Reduce -17.7% 5,125 $973K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -39.6% 4,422 $972K
Fisher Asset Management 0.00% Reduce -43.0% 5,099 $969K
Integrated Wealth Concepts LLC 0.01% Add +6.9% 5,092 $967K
Fiduciary Trust Co 0.01% Add +4.2% 5,083 $966K
Vident Advisory, LLC 0.01% Add +5.7% 5,072 $963K
Choreo, LLC 0.01% Add +4.5% 5,030 $955K
NorthCoast Asset Management LLC 0.00% Reduce -53.8% 5,016 $953K
Vestcor Inc 0.03% Reduce -33.1% 4,964 $943K
Dakota Wealth Management 0.02% Reduce -4.7% 4,846 $920K
Legacy Financial Advisors, Inc. 0.12% Add +23.3% 4,762 $904K
Quadrant Capital Group LLC 0.03% Add +1.7% 4,732 $899K
Goelzer Investment Management, Inc. 0.05% Reduce -75.6% 4,713 $895K
J. Safra Sarasin Holding AG 0.01% Reduce -70.0% 4,676 $888K
Coldstream Capital Management Inc. 0.01% Add +38.3% 4,671 $887K
Allred Capital Management, LLC 0.31% Add +15.4% 4,652 $884K
Laurel Wealth Advisors LLC 0.12% Reduce -6.5% 4,627 $879K
United Community Bank 0.27% Reduce -1.6% 4,626 $879K
Koss-Olinger Consulting, LLC 0.07% No change 5,548 $874K
Fulton Bank, N.A. 0.03% Add +76.1% 4,594 $873K
Mufg Securities Americas Inc. 0.06% Add +25.9% 4,585 $871K
Squarepoint Ops LLC 0.00% Reduce -99.5% 4,534 $861K
Claret Asset Management Corp 0.10% Add +1.1% 4,527 $860K
GF Fund Management Co. LTD. 0.02% Add +6.4% 4,518 $858K
Birchbrook, Inc. 0.44% Add +7.5% 4,502 $855K
Pinebridge Investments, L.P. 0.01% Reduce -90.8% 4,480 $851K
Montag A & Associates Inc. 0.04% Add +0.3% 4,451 $845K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -9.3% 4,445 $844K
Altfest L J & Co. Inc. 0.09% New 4,397 $835K
Liberty One Investment Management, LLC 0.05% Add +32.0% 4,386 $833K
Richard Bernstein Advisors LLC 0.02% Reduce -64.2% 4,381 $832K
Magnolia Capital Advisors LLC 0.22% Add +3.0% 4,343 $825K
Allianz SE 0.02% Add +27.1% 4,310 $819K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -4.3% 4,274 $812K
Ritter Daniher Financial Advisory LLC / DE 0.14% New 4,267 $810K
Humankind Investments LLC 0.18% Reduce -21.7% 4,162 $791K
Wolverine Trading, LLC 0.02% Reduce -34.8% 4,338 $784K
Lido Advisors, LLC 0.00% Add +13.9% 4,117 $782K
BBR Partners, LLC 0.04% Add +0.1% 4,111 $781K
Corsair Capital Management, L.P. 0.14% No change 4,105 $780K
Shell Asset Management Co. 0.08% Reduce -55.9% 4,085 $776K
APG Asset Management US Inc. 0.01% No change 3,767 $768K
Intech Investment Management LLC 0.01% New 4,030 $765K
Kintegral Advisory, LLC 0.06% Reduce -0.5% 4,008 $761K
Veracity Capital LLC 0.24% Reduce -29.9% 3,936 $748K
Client 1ST Advisory Group, LLC 0.25% Add +25.1% 3,904 $742K
Sivia Capital Partners, LLC 0.20% Add +17.1% 3,816 $725K
Krilogy Financial LLC 0.03% New 3,425 $720K
FSB Premier Wealth Management, Inc. 0.24% Add +1.0% 3,779 $718K
Parallel Advisors, LLC 0.01% Reduce -31.7% 3,773 $717K
Chicago Partners Investment Group LLC 0.02% Add +10.8% 3,268 $713K
Herold Advisors, Inc. 0.16% No change 3,700 $703K
QRG Capital Management, Inc. 0.01% Reduce -24.8% 3,690 $701K
Stonebrook Private Inc. 0.15% Reduce -3.7% 3,625 $689K
Waverly Advisors, LLC 0.01% Add +13.0% 3,580 $680K
HB Wealth Management, LLC 0.00% Add +32.4% 3,501 $665K
PKO Investment Management Joint-Stock Co 0.06% Reduce -56.3% 3,500 $665K
Inspire Advisors, LLC 0.06% Add +9.7% 3,457 $657K
Applied Finance Capital Management, LLC 0.05% Reduce -23.0% 3,448 $655K
First Horizon Corp. 0.03% — 3,440 $653K
Sterling Investment Counsel, LLC 0.21% New 3,419 $649K
GAMMA Investing LLC 0.04% Add +57.3% 3,414 $648K
Dynamic Advisor Solutions LLC 0.02% Add +5.1% 3,410 $648K
Camelot Portfolios, LLC 0.38% Reduce -3.3% 3,394 $645K
Ratan Capital Management LP 0.34% No change 3,342 $635K
Caprock Group, LLC 0.02% — 3,319 $633K
Outlook Wealth Advisors, LLC 0.16% Reduce -0.7% 3,332 $633K
Signaturefd, LLC 0.01% Add +13.4% 3,324 $631K
Beacon Financial Group 0.06% Add +5.6% 3,279 $623K
MUFG Securities EMEA plc 0.02% Add +569.5% 3,254 $618K
Raleigh Capital Management Inc. 0.23% Reduce -4.5% 3,201 $608K
Ellevest, Inc. 0.08% Add +59.5% 3,085 $586K
Strategic Investment Advisors / MI 0.05% Reduce -6.0% 3,075 $584K
Hutchens & Kramer Investment Management Group, LLC 0.23% Reduce -2.6% 3,069 $583K
Oregon Pacific Wealth Management, LLC 0.50% Reduce -1.3% 3,068 $583K
Fairtree Asset Management (Pty) Ltd 0.38% Reduce -41.7% 3,045 $578K
EverSource Wealth Advisors, LLC 0.02% Add +4.6% 3,041 $578K
Generali Investments CEE, investicni spolecnost, a.s. 0.04% New 3,000 $570K
S&co Inc. 0.03% No change 3,000 $569K
TD Private Client Wealth LLC 0.01% Add +2060.3% 2,938 $558K
Brookstone Capital Management 0.01% Reduce -6.4% 2,868 $545K
L. Roy Papp & Associates, LLP 0.06% Reduce -27.1% 2,864 $544K
Burns Matteson Capital Management, LLC 0.23% Reduce -1.6% 2,860 $543K
Lanark Financial, Inc. 0.04% Add +9.5% 2,853 $542K
Mutual Advisors, LLC 0.01% Reduce -12.7% 2,459 $541K
Canada Post Corp Registered Pension Plan 0.02% Add +40.3% 2,960 $535K
Harbor Capital Advisors, Inc. 0.04% Add +2.9% 2,795 $531K
Baldwin Investment Management, LLC 0.06% Reduce -0.9% 2,758 $524K
Jane Street Group, LLC 0.00% New 2,744 $521K
First American Trust, FSB 0.04% Reduce -30.0% 2,744 $521K
Plan A Wealth LLC 0.26% Add +14.4% 2,725 $518K
Tema ETFs LLC 0.04% New 2,723 $517K
Perigon Wealth Management, LLC 0.01% Reduce -0.3% 2,700 $513K
CSS LLC 0.09% Reduce -39.1% 2,690 $511K
Global Trust Asset Management, LLC 0.22% Reduce -11.7% 2,607 $495K
Fore Capital, LLC 1.25% New 2,600 $494K
Florida Trust Wealth Management Co 0.01% Reduce -3.4% 2,595 $493K
Snowden Capital Advisors LLC 0.01% Add +8.8% 2,572 $489K
Northwest & Ethical Investments L.P. 0.01% New 2,700 $488K
Citizens Financial Group Inc. 0.01% Add +11.4% 2,561 $487K
NorthCrest Asset Manangement, LLC 0.01% Add +93.4% 2,421 $486K
Aster Capital Management (DIFC) Ltd 0.24% Add +2929.8% 2,545 $483K
Ballentine Partners, LLC 0.01% Add +72.9% 2,543 $483K
Jasper Ridge Partners, L.P. 0.01% No change 2,463 $468K
Siemens Fonds Invest GmbH 0.03% Reduce -1.0% 2,455 $466K
Ashton Thomas Private Wealth, LLC 0.01% New 2,424 $460K
Archford Capital Strategies, LLC 0.05% Reduce -13.7% 2,382 $452K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +521.5% 2,337 $444K
Jump Financial, LLC 0.01% Reduce -94.2% 2,337 $444K
Richard W. Paul & Associates, LLC 0.15% Reduce -1.0% 2,315 $440K
Chiron Capital Management, LLC 0.37% Reduce -45.2% 2,300 $437K
HighPoint Advisor Group LLC 0.02% Add +0.5% 2,300 $437K
Investment Research Partners LLC 0.19% — 1,980 $431K
Algert Global LLC 0.01% Reduce -20.6% 2,270 $431K
Arkadios Wealth Advisors 0.01% Add +18.9% 2,269 $431K
Regatta Capital Group, LLC 0.07% Reduce -11.8% 2,266 $430K
DAVENPORT & Co LLC 0.00% Reduce -7.5% 2,265 $430K
Greenleaf Trust 0.00% Add +18.8% 2,256 $429K
Praxis Investment Management Inc. 0.03% New 2,245 $426K
Apollon Wealth Management, LLC 0.01% Reduce -16.3% 2,226 $423K
Intact Investment Management Inc. 0.01% Reduce -57.7% 2,200 $418K
Profund Advisors LLC 0.01% Add +4.7% 2,196 $417K
Investors Research Corp 0.08% No change 2,186 $415K
Armstrong, Fleming & Moore, Inc 0.20% No change 2,177 $413K
Kuhn & Co Investment Counsel 0.33% No change 2,175 $413K
IVC Wealth Advisors LLC 0.18% Reduce -1.6% 2,150 $408K
Breakwater Capital Group 0.06% Add +4.9% 2,130 $405K
Meridian Wealth Management, LLC 0.02% Add +0.5% 2,129 $404K
Access Investment Management LLC 0.11% New 2,110 $401K
Hilltop Holdings Inc. 0.02% Add +15.6% 2,098 $398K
J.Safra Asset Management Corp 0.02% Add +736.4% 2,091 $397K
Rathbones Group PLC 0.00% Reduce -4.1% 2,091 $397K
Foundations Investment Advisors, LLC 0.01% Reduce -16.6% 2,090 $397K
Sage Mountain Advisors LLC 0.02% New 2,077 $394K
Prospera Financial Services Inc 0.01% Add +18.0% 2,069 $393K
Flputnam Investment Management Co. 0.01% Add +0.1% 2,063 $392K
Sowell Financial Services LLC 0.01% Add +0.1% 2,051 $390K
Busey Bank 0.01% Reduce -1.9% 2,049 $389K
ProVise Management Group, LLC 0.03% Reduce -13.7% 2,048 $389K
Evoke Wealth, LLC 0.01% Add +9.8% 2,041 $388K
Pitcairn Co. 0.03% Reduce -9.8% 2,032 $386K
Essential Partners LLC 0.13% Add +40.0% 2,030 $386K
Peterson Wealth Services 0.10% Reduce -81.9% 339 $384K
Trust Asset Management LLC 0.03% No change 2,002 $380K
Transcend Capital Advisors, LLC 0.03% Add +53.1% 1,969 $374K
Bessemer Group Inc. 0.00% Add +69.8% 1,948 $371K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +15.1% 1,923 $365K
Principle Wealth Partners LLC 0.02% No change 1,920 $365K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% Reduce -60.6% 1,919 $364K
Drucker Wealth 3.0, LLC 0.06% Reduce -31.6% 1,917 $364K
John G Ullman & Associates Inc. 0.05% No change 1,900 $361K
Aptus Capital Advisors, LLC 0.00% Reduce -35.5% 1,895 $360K
Aristeia Capital, L.L.C. 0.02% Reduce -30.1% 1,883 $358K
Independent Advisor Alliance 0.01% Add +12.6% 1,874 $356K
Alliance Wealth Advisors, LLC 0.18% Add +1.2% 1,873 $356K
Aprio Wealth Management, LLC 0.04% Reduce -0.1% 1,867 $355K
EntryPoint Capital, LLC 0.14% Add +8.5% 1,857 $353K
Forum Financial Management, LP 0.00% Add +19.5% 1,854 $352K
Vise Technologies, Inc. 0.01% Add +2.1% 1,851 $352K
Heartwood Wealth Advisors LLC 0.03% Reduce -0.1% 1,844 $350K
MSH Capital Advisors LLC 0.09% No change 1,832 $348K
Broadway Wealth Solutions, Inc. 0.19% Reduce -6.9% 1,810 $344K
Tranquilli Financial Advisor LLC 0.20% Reduce -1.8% 1,809 $344K
Jackson Thornton Wealth Management, LLC 0.03% New 1,709 $343K
Brown Brothers Harriman & Co. 0.00% Add +55.9% 1,802 $342K
Valeo Financial Advisors, LLC 0.01% New 1,802 $342K
Turtle Creek Wealth Advisors, LLC 0.03% New 1,794 $341K
Fullcircle Wealth LLC 0.12% Add +0.4% 1,608 $339K
waypoint wealth counsel 0.13% Add +13.8% 1,773 $337K
Fortitude Family Office, LLC 0.09% Reduce -0.1% 1,772 $337K
Alps Advisors Inc. 0.00% No change 1,764 $335K
Meeder Advisory Services, Inc. 0.02% Reduce -13.8% 1,757 $334K
Leonard Rickey Investment Advisors P.L.L.C. 0.06% Add +16.7% 1,756 $334K
Sound View Wealth Advisors Group, LLC 0.02% Add +2.3% 1,746 $332K
Haven Private, LLC 0.15% Add +5.7% 1,738 $330K
Requisite Capital Management, LLC 0.06% New 1,734 $329K
Voleon Capital Management LP 0.01% Add +27.4% 1,730 $329K
Oppenheimer & Co. Inc. 0.00% New 1,729 $328K
Virtue Capital Management, LLC 0.05% Reduce -6.1% 1,727 $328K
Foresight Global Investors, Inc. 0.19% New 1,721 $327K
Employees Retirement System of Texas 0.00% Add +16.8% 1,716 $326K
GC Wealth Management RIA, LLC 0.01% New 1,713 $325K
Prelude Capital Management, LLC 0.03% Add +8.1% 1,711 $325K
Great Lakes Advisors, LLC 0.00% Reduce -25.5% 1,708 $324K
Cypress Wealth Services, LLC 0.05% Add +2.3% 1,704 $324K
Tower Research Capital LLC (TRC) 0.01% Reduce -62.0% 1,695 $322K
Cigna Investments Inc. 0.05% Reduce -3.3% 1,688 $321K
B. Riley Wealth Advisors, Inc. 0.02% Add +9.8% 1,689 $321K
Retireful, LLC 0.31% New 1,662 $316K
Rehmann Capital Advisory Group 0.02% Add +16.8% 1,656 $316K
Zacks Investment Management 0.00% Add +11.9% 1,650 $314K
State of Wyoming 0.04% Reduce -58.2% 1,648 $313K
Cumberland Partners Ltd 0.02% No change 1,637 $311K
Allworth Financial LP 0.00% Add +68.8% 1,637 $311K
IFP Advisors, Inc 0.01% Add +0.4% 1,636 $311K
1832 Asset Management L.P. 0.00% Add +4.4% 1,634 $310K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.3% 1,631 $310K
Olympiad Research LP 0.43% New 1,621 $308K
Center for Financial Planning, Inc. 0.03% No change 1,620 $308K
Brown Advisory Inc. 0.00% Reduce -18.4% 1,618 $307K
Financial Insights, Inc. 0.10% New 1,609 $306K
Phillips Wealth Planners LLC 0.25% Add +9.1% 1,488 $305K
Groupe la Francaise 0.00% No change 1,600 $304K
KRS Capital Management, LLC 0.18% Reduce -6.2% 1,595 $303K
Cresset Asset Management, LLC 0.00% Add +9.1% 1,586 $301K
CX Institutional 0.01% Add +1.2% 1,567 $298K
Trust Point Inc. 0.02% New 1,559 $296K
Gladstone Institutional Advisory LLC 0.01% Reduce -5.9% 1,559 $296K
Ameritas Investment Partners, Inc. 0.01% No change 1,551 $295K
Old National Bancorp 0.01% New 1,530 $291K
Westpac Banking Corp. 0.02% No change 1,521 $289K
Whalen Wealth Management Inc. 0.17% New 1,510 $287K
SYM FINANCIAL Corp 0.03% Add +10.3% 1,509 $287K
Florida Financial Advisors, LLC 0.09% Add +14.2% 1,485 $282K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Add +13.5% 1,480 $281K
Fifth Third Wealth Advisors LLC 0.01% Reduce -6.1% 1,473 $280K
Schonfeld Strategic Advisors LLC 0.00% Reduce -98.1% 1,471 $279K
Kera Capital Partners, Inc. 0.04% New 1,467 $279K
Walleye Capital LLC 0.00% New 1,466 $278K
Gratus Wealth Advisors, LLC 0.04% Reduce -3.0% 1,465 $278K
1858 Wealth Management, LLC 0.20% New 1,463 $278K
LGT Group Foundation 0.00% No change 1,357 $277K
First Citizens Bank & Trust Co. 0.01% Reduce -22.7% 1,445 $274K
Citizens Business Bank 0.05% New 1,427 $271K
Globeflex Capital L P 0.04% Reduce -94.2% 1,405 $267K
Keystone Financial Services 0.08% Add +8.2% 1,404 $267K
CENTRAL TRUST Co 0.01% Add +15.8% 1,396 $265K
Everpar Advisors LLC 0.10% Reduce -0.6% 1,396 $265K
Equitable Holdings, Inc. 0.00% Reduce -9.5% 1,381 $262K
FDx Advisors, Inc. 0.08% New 1,205 $261K
Smithfield Trust Co 0.01% Add +98.1% 1,369 $261K
Waddell & Associates, LLC 0.02% New 1,360 $258K
Northwest Wealth Management, LLC 0.04% Add +2.5% 1,334 $253K
Level Four Advisory Services, LLC 0.01% Reduce -3.9% 1,330 $253K
S-Bank Fund Management Ltd 0.03% Reduce -1.3% 1,325 $252K
Earned Wealth Advisors, LLC 0.04% New 1,321 $251K
Klingenstein Fields & Co. LP 0.01% No change 1,321 $251K
Platform Technology Partners 0.06% No change 1,320 $251K
Checchi Capital Advisers, LLC 0.02% Reduce -6.4% 1,316 $250K
NBT Bank, N.A. 0.02% Reduce -6.5% 1,291 $245K
Smartleaf Asset Management LLC 0.02% Add +81.9% 1,350 $244K
Wexford Capital LP 0.07% No change 1,273 $242K
Inscription Capital, LLC 0.03% New 1,272 $242K
MassMutual Private Wealth & Trust, FSB 0.01% Add +15.1% 1,266 $240K
Aspire Growth Partners LLC 0.17% New 1,233 $234K
Integrated Quantitative Investments LLC 0.07% New 1,225 $233K
Apella Capital, LLC 0.01% New 1,128 $232K
Kaufman Rossin Wealth, LLC 0.13% New 1,215 $231K
Nova R Wealth, Inc. 0.10% New 1,211 $230K
Caerus Investment Advisors, LLC 0.09% New 1,204 $229K
Hamilton Wealth, LLC 0.05% New 1,168 $222K
Syon Capital LLC 0.01% New 1,162 $221K
CreativeOne Wealth, LLC 0.01% New 1,158 $220K
Cannon Advisors, Inc. 0.15% New 1,000 $220K
Brooklyn Investment Group 0.03% Reduce -4.3% 1,394 $220K
Howard Capital Management, LLC 0.00% New 1,152 $219K
High Net Worth Advisory Group LLC 0.05% New 1,150 $218K
Angeles Wealth Management, LLC 0.01% New 1,131 $215K
Castleview Partners, LLC 0.12% Reduce -15.9% 1,130 $215K
RWC Asset Management LLP 0.01% New 1,129 $214K
Trueblood Wealth Management, LLC 0.08% New 1,123 $213K
Rothschild Wealth LLC 0.05% New 1,121 $213K
Meadow Creek Wealth Advisors LLC 0.14% New 1,029 $212K
Independence Bank of Kentucky 0.03% Add +94.7% 1,110 $211K
Resonant Capital Advisors, LLC 0.01% New 1,107 $210K
Accredited Investors Inc. 0.01% New 1,107 $210K
Choate Investment Advisors 0.00% New 1,104 $210K
Board of the Pension Protection Fund 0.20% New 1,100 $209K
QTR Family Wealth, LLC 0.10% New 1,087 $206K
Waterloo Capital, L.P. 0.02% New 1,087 $206K
Farther Finance Advisors, LLC 0.00% Add +172.1% 1,083 $206K
Advisor OS, LLC 0.02% New 1,072 $204K
Ostrum Asset Management 0.01% Reduce -3.1% 1,040 $198K
Millstone Evans Group, LLC 0.12% Add +1.5% 1,021 $194K
Kelleher Financial Advisors 0.05% New 1,000 $190K
Wilmington Savings Fund Society, FSB 0.00% Reduce -88.6% 1,000 $190K
Pandora Wealth, Inc. 0.11% No change 989 $188K
Icon Wealth Advisors, LLC 0.01% Add +0.9% 988 $188K
Huntington National Bank 0.00% Add +7.8% 969 $184K
Penserra Capital Management LLC 0.00% Add +1.1% 974 $184K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% No change 940 $179K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 933 $177K
Anchor Investment Management, LLC 0.01% No change 900 $171K
Versant Capital Management, Inc 0.02% Add +6.3% 899 $171K
BOK Financial Private Wealth, Inc. 0.01% Reduce -41.6% 877 $167K
Abich Financial Wealth Management LLC 0.06% — 856 $163K
Western Pacific Wealth Management, LP 0.16% No change 845 $160K
UMB Bank, n.a. 0.00% Add +11.0% 749 $142K
Spire Wealth Management 0.00% Add +5.3% 741 $141K
Oakworth Capital, Inc. 0.01% Add +54.2% 717 $136K
JFS Wealth Advisors, LLC 0.01% Add +898.5% 669 $127K
AlphaQuest LLC 0.01% Reduce -86.9% 662 $126K
CVA Family Office, LLC 0.02% Add +11.6% 654 $124K
True Wealth Design, LLC 0.04% Add +17.0% 653 $124K
Bay Harbor Wealth Management, LLC 0.03% Add +4.2% 652 $124K
Wolff Wiese Magana LLC 0.07% No change 605 $115K
Cromwell Holdings LLC 0.06% Add +50.0% 576 $109K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.7% 556 $106K
LRI Investments, LLC 0.01% Reduce -1.1% 23,811 $103K
Private Trust Co. NA 0.01% Reduce -11.6% 533 $101K
Leonteq Securities AG 0.01% Reduce -69.5% 524 $100K
Ancora Advisors LLC 0.00% Add +17.9% 521 $99K
Salem Investment Counselors Inc. 0.00% Reduce -17.6% 504 $96K
CYBER HORNET ETFs LLC 0.06% Add +4.0% 498 $95K
Wealthspire Advisors, LLC 0.00% New 481 $91K
Covestor Ltd 0.05% Add +6.1% 471 $90K
Wealth Preservation Advisors, LLC 0.05% Add +2.9% 466 $89K
Quent Capital, LLC 0.01% New 455 $86K
Sentry Investment Management LLC 0.06% Reduce -18.8% 428 $86K
St Germain D J Co. Inc. 0.00% No change 451 $86K
Rothschild Investment LLC 0.00% Add +63.6% 440 $84K
Nemes Rush Group LLC 0.01% Reduce -31.4% 437 $83K
Blue Trust, Inc. 0.00% Reduce -12.0% 432 $82K
Transamerica Financial Advisors, LLC 0.01% New 424 $81K
Hara Capital LLC 0.05% Add +8100.0% 410 $78K
Paradigm Asset Management Co. LLC 0.02% No change 398 $76K
Wealth Watch Advisors, INC 0.03% New 392 $74K
Parkside Financial Bank & Trust 0.01% Reduce -16.9% 389 $74K
Zions Bancorporation, National Association 0.00% Add +1130.0% 369 $70K
AllSquare Wealth Management LLC 0.04% Add +16.0% 362 $69K
SBI Securities Co., Ltd. 0.00% Add +10.0% 352 $67K
Steigerwald, Gordon & Koch Inc. 0.01% New 350 $66K
Bruce G. Allen Investments, LLC 0.05% Add +7.4% 332 $63K
Community Bank, N.A. 0.01% New 323 $61K
GPS Wealth Strategies Group, LLC 0.01% No change 314 $60K
MV Capital Management, Inc. 0.01% Add +5.4% 295 $56K
Summit Securities Group LLC 0.02% Add +163.1% 292 $55K
Johnson Financial Group, Inc. 0.00% New 276 $52K
Concord Wealth Partners 0.01% Reduce -30.6% 259 $49K
Hemington Wealth Management 0.01% Add +43.4% 261 $49K
Hantz Financial Services, Inc. 0.00% Add +92.0% 240 $46K
Caitong International Asset Management Co., Ltd 0.03% Reduce -70.0% 242 $46K
Manchester Capital Management LLC 0.01% Add +59.9% 235 $45K
Trust Co. of Toledo NA 0.00% Reduce -4.5% 234 $44K
Root Financial Partners, LLC 0.00% New 226 $43K
TD Waterhouse Canada Inc. 0.00% Reduce -98.8% 206 $42K
Larson Financial Group LLC 0.00% Reduce -32.8% 221 $42K
Private Wealth Asset Management, LLC 0.00% No change 218 $41K
GW&K Investment Management, LLC 0.00% No change 214 $41K
Deseret Mutual Benefit Administrators 0.02% Add +16.7% 210 $40K
Twin Tree Management, LP 0.00% Add +85.5% 204 $39K
HM Payson & Co. 0.00% No change 200 $38K
Atlantic Union Bankshares Corp 0.00% New 188 $36K
Park Place Capital Corp 0.01% No change 183 $35K
American National Bank & Trust 0.00% Add +6.1% 174 $33K
Creative Financial Designs Inc. 0.00% Add +1.3% 159 $30K
Measured Wealth Private Client Group, LLC 0.01% New 158 $30K
Westside Investment Management, Inc. 0.00% Add +219.6% 147 $30K
Alpine Bank Wealth Management 0.00% No change 153 $29K
Colonial Trust Advisors 0.00% No change 150 $28K
Clearstead Trust, LLC 0.00% Reduce -32.6% 149 $28K
Harbour Investments, Inc. 0.00% Add +13.9% 147 $28K
Rise Advisors, LLC 0.01% Add +6.6% 145 $28K
Physician Wealth Advisors, Inc. 0.00% Add +1340.0% 144 $27K
Battery Global Advisors, LLC 0.01% No change 141 $27K
Brown, Lisle/Cummings, Inc. 0.01% No change 136 $26K
Cornerstone Planning Group LLC 0.00% Add +1.7% 118 $26K
AdvisorNet Financial, Inc 0.00% Add +0.8% 127 $24K
Mather Group, Llc. 0.00% New 123 $23K
Farmers & Merchants Investments Inc. 0.00% No change 122 $23K
Ameritas Advisory Services, LLC 0.00% Reduce -9.7% 121 $23K
Quest 10 Wealth Builders, Inc. 0.02% No change 120 $23K
Global Wealth Strategies & Associates 0.01% No change 118 $22K
Bogart Wealth, LLC 0.00% Add +57.3% 118 $22K
Alerus Financial NA 0.00% Reduce -40.1% 115 $22K
Colonial Trust Co / SC 0.00% No change 109 $21K
Steph & Co. 0.01% New 105 $20K
Caldwell Trust Co 0.00% No change 102 $19K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -52.0% 98 $19K
Costello Asset Management, INC 0.01% No change 100 $19K
Strategic Advocates LLC 0.00% New 100 $19K
Duncker Streett & Co. Inc. 0.00% No change 100 $19K
Citizens National Bank Trust Department 0.00% Add +47.1% 100 $18K
Imprint Wealth LLC 0.05% — 84 $16K
FSA Wealth Management LLC 0.01% No change 81 $15K
Vermillion Wealth Management, Inc. 0.00% No change 78 $15K
CBIZ Investment Advisory Services, LLC 0.00% Add +13.6% 75 $14K
Asset Dedication, LLC 0.00% Reduce -70.4% 72 $14K
Salomon & Ludwin, LLC 0.00% Add +106.3% 66 $14K
Red Tortoise LLC 0.01% No change 69 $13K
ORG Partners LLC 0.00% Add +100.0% 66 $13K
Dogwood Wealth Management LLC 0.01% Add +6.6% 65 $12K
McIlrath & Eck, LLC 0.00% No change 65 $12K
Maseco LLP 0.00% New 60 $11K
Financial Management Professionals, Inc. 0.00% Add +16.3% 57 $11K
Private Wealth Management Group, LLC 0.00% No change 55 $10K
Bell Investment Advisors, Inc 0.00% Add +92.9% 54 $10K
Avion Wealth 0.00% Reduce -5.1% 56 $10K
Boreal Capital Management LLC 0.01% No change 50 $9K
Frazier Financial Advisors, LLC 0.01% No change 50 $9K
Midwest Capital Advisors, LLC 0.00% No change 49 $9K
Rational Advisors, Inc. 0.00% Reduce -31.9% 49 $9K
KERR FINANCIAL PLANNING Corp 0.01% — 41 $9K
Transce3nd, LLC 0.08% Reduce -98.1% 50 $9K
Manning & Napier Advisors LLC 0.00% New 47 $9K
Bartlett & Co. Wealth Management LLC 0.00% Add +213.3% 47 $9K
Cullen/Frost Bankers, Inc. 0.00% Add +53.3% 46 $9K
Meeder Asset Management Inc. 0.00% Reduce -22.4% 45 $9K
Golden State Wealth Management, LLC 0.00% No change 44 $8K
Point72 Europe (London) LLP 0.00% New 43 $8K
Ogorek Anthony Joseph /NY/ 0.00% Add +175.0% 44 $8K
Capital Advisors, Ltd. LLC 0.00% Add +17.6% 40 $8K
Capital Analysts, LLC 0.00% Reduce -6.4% 44 $8K
Nova Wealth Management, Inc. 0.01% No change 42 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -25.0% 42 $8K
Pier Capital, LLC 0.00% No change 42 $8K
Kilter Group LLC 0.00% Add +18.2% 39 $7K
Tortoise Investment Management, LLC 0.00% Add +5.6% 38 $7K
SouthState Bank Corp 0.00% Reduce -41.3% 37 $7K
Howard Hughes Medical Institute 0.00% No change 36 $7K
Sachetta, LLC 0.00% Add +71.4% 36 $7K
Aspect Partners, LLC 0.00% Add +33.3% 36 $7K
Carolina Wealth Advisors, LLC 0.00% No change 33 $6K
Strive Asset Management, LLC 0.00% New 31 $6K
Highline Wealth Partners LLC 0.00% New 31 $6K
Sunbelt Securities, Inc. 0.00% New 31 $6K
Delta Asset Management LLC 0.00% No change 30 $6K
Hughes Financial Services, LLC 0.00% No change 26 $6K
Compass Financial Services Inc 0.00% No change 29 $6K
DT Investment Partners, LLC 0.00% No change 28 $5K
High Note Wealth, LLC 0.00% Add +100.0% 28 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 27 $5K
Archer Investment Corp 0.00% No change 27 $5K
Coston, McIsaac & Partners 0.00% No change 29 $5K
Truvestments Capital LLC 0.00% Reduce -51.9% 26 $5K
Hilltop National Bank 0.00% No change 25 $5K
Pinnacle Bancorp, Inc. 0.00% Add +53.3% 23 $4K
Robinswood Financial LLC 0.00% No change 23 $4K
Fairman Group, LLC 0.00% No change 22 $4K
Roble, Belko & Company, Inc 0.00% No change 20 $4K
Raffa Wealth Management, LLC 0.00% Add +23.5% 21 $4K
Activest Wealth Management 0.00% Add +17.6% 20 $4K
Chilton Capital Management LLC 0.00% Reduce -90.9% 20 $4K
Sound Income Strategies, LLC 0.00% No change 18 $4K
JPL Wealth Management, LLC 0.00% New 19 $4K
Pineridge Advisors LLC 0.00% No change 18 $3K
Abound Wealth Management 0.00% No change 18 $3K
Financial Consulate, Inc. 0.00% New 18 $3K
Principia Wealth Advisory, LLC 0.00% Add +6.3% 17 $3K
TFC Financial Management, Inc. 0.00% No change 17 $3K
Trust Co. of Vermont 0.00% No change 17 $3K
WPG Advisers, LLC 0.00% No change 16 $3K
IMG Wealth Management, Inc. 0.00% No change 16 $3K
First United Bank & Trust 0.00% New 16 $3K
Bare Financial Services, Inc 0.00% Add +60.0% 16 $3K
Prestige Wealth Management Group LLC 0.00% Reduce -55.6% 12 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 12 $2K
Grove Bank & Trust 0.00% No change 12 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 11 $2K
Cloud Capital Management, LLC 0.00% New 11 $2K
Valley National Advisers Inc. 0.00% New 12 $2K
Marquette Asset Management, LLC 0.00% New 10 $2K
Retirement Wealth Solutions LLC 0.00% Reduce -70.0% 9 $2K
Nvwm, LLC 0.00% Add +14.3% 8 $2K
SJS Investment Consulting Inc. 0.00% New 8 $2K
Financial Network Wealth Advisors LLC 0.00% No change 7 $1K
Rialto Wealth Management, LLC 0.00% Add +133.3% 7 $1K
Harbor Investment Advisory, LLC 0.00% No change 7 $1K
Strategic Wealth Partners, Ltd. 0.00% New 7 $1K
Winnacle Wealth LLC 0.00% New 6 $1K
HFM Investment Advisors, LLC 0.00% Add +100.0% 6 $1K
Trifecta Capital Advisors, LLC 0.00% No change 6 $1K
Horizon Financial Services, LLC 0.00% Reduce -44.4% 5 $950
Palisade Asset Management, LLC 0.00% New 5 $950
TD Capital Management LLC 0.00% No change 5 $950
WestEnd Advisors, LLC 0.00% Reduce -28.6% 5 $950
Hurley Capital, LLC 0.00% New 4 $760
Core Alternative Capital 0.00% No change 4 $760
Hollencrest Capital Management 0.00% No change 4 $760
Dunhill Financial, LLC 0.00% Reduce -73.3% 4 $713
Rossby Financial, LCC 0.00% New 3 $611
Beaird Harris Wealth Management, LLC 0.00% New 3 $593
New Millennium Group LLC 0.00% New 3 $570
American Capital Advisory, LLC 0.00% No change 3 $570
Guerra Advisors Inc 0.00% New 3 $570
Tradewinds Capital Management, LLC 0.00% No change 3 $570
Kimelman & Baird, LLC 0.00% No change 3 $570
Turning Point Benefit Group, Inc. 0.00% New 2 $407
Davis Capital Management 0.00% — 2 $380
Valued Wealth Advisors LLC 0.00% No change 2 $380
Proffitt & Goodson Inc. 0.00% New 2 $380
CoreCap Advisors, LLC 0.00% New 2 $380
Strengthening Families & Communities, LLC 0.00% No change 2 $379
Vision Financial Markets LLC 0.00% No change 1 $190
Quaker Wealth Management, LLC 0.00% New 1 $190
Seneschal Advisors, LLC 0.00% New 1 $190
Plante Moran Financial Advisors, LLC 0.00% New 1 $190
SOA Wealth Advisors, LLC. 0.00% No change 1 $190

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