Ingersoll-RandIR

13F holders, Q4 2024 (December 31)
929holders +61
91new positions
66sold out
8famous investors
$90.45avg. 13F price*

At the end of Q4 2024, 929 institutions reported holding Ingersoll-Rand Inc. (IR) in their 13F filings, up 61 from Q3 2024. 91 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($4.1B), Capital International Investors ($3.3B) and BlackRock, Inc. ($3.2B). 8 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), Ken Fisher (0.2% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Ingersoll-Rand Inc.
Sector
Industrials
CUSIP
45687V106
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 846Q1 2024Q2 2024: 852Q2 2024Q3 2024: 868Q3 2024Q4 2024: 929Q4 2024Q1 2025: 862Q1 2025Q2 2025: 868Q2 2025Q3 2025: 881Q3 2025Q4 2025: 890Q4 2025Q1 2026: 902Q1 2026Q2 2026: 897Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions91$308.0M
Exits66$46.7M

All 13F filers, Q3 2024 → Q4 2024: 18,465,512 shares bought and 23,199,371 shares sold, net −4,733,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 929 holders

Vanguard Group Inc. 0.07% Add +1.0% 45,684,016 $4.1B
Capital International Investors 0.62% Add +4.6% 36,673,865 $3.3B
BlackRock, Inc. 0.07% Add +1.9% 35,673,541 $3.2B
Capital World Investors 0.28% Add +1.0% 20,088,857 $1.8B
Capital Research Global Investors 0.35% Reduce -8.0% 18,899,170 $1.7B
JPMorgan Chase & Co. 0.14% Add +3.6% 18,878,280 $1.7B
FMR LLC 0.09% Add +8.2% 17,472,317 $1.6B
T. Rowe Price Associates Inc. 0.18% Reduce -10.7% 17,349,563 $1.6B
State Street Corp. 0.06% Add +3.2% 16,288,320 $1.5B
T. Rowe Price Investment Management, Inc. 0.77% Reduce -20.8% 13,836,845 $1.3B
Franklin Resources Inc. 0.31% Add +5.9% 12,277,177 $1.1B
Geode Capital Management, LLC 0.07% Add +2.3% 9,648,574 $870.5M
Fisher Asset Management 0.25% Add +1.2% 6,825,518 $617.4M
Bank of New York Mellon Corp 0.09% Reduce -0.4% 5,424,503 $490.7M
Morgan Stanley 0.03% Reduce -0.8% 5,395,014 $488.0M
Janus Henderson Group PLC 0.23% Reduce -9.6% 4,941,588 $447.0M
Norges Bank 0.06% Add +4.6% 4,748,959 $429.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -25.4% 4,210,478 $380.9M
Northern Trust Corp. 0.05% Add +18.2% 4,042,854 $365.7M
Wellington Management Group LLP 0.07% Reduce -3.8% 3,953,566 $357.6M
Dimensional Fund Advisors LP 0.08% Add +2.1% 3,586,717 $324.5M
Nuveen Asset Management, LLC 0.08% Reduce -14.6% 3,132,754 $283.4M
Invesco Ltd. 0.05% Add +2.9% 3,125,280 $282.7M
UBS Group AG 0.06% Add +187.4% 3,116,734 $281.9M
Ameriprise Financial Inc. 0.06% Reduce -4.0% 2,381,301 $215.4M
Legal & General Group Plc 0.06% Reduce -2.3% 2,307,138 $208.7M
Charles Schwab Investment Management Inc. 0.04% Add +3.0% 2,273,770 $205.7M
Goldman Sachs Group Inc. 0.04% Add +3.4% 2,209,337 $199.9M
Amundi 0.07% Add +17.0% 2,162,728 $193.0M
Pictet Asset Management Holding SA 0.20% Reduce -9.2% 2,026,309 $183.3M
Voya Investment Management LLC 0.22% Reduce -25.4% 2,014,169 $182.1M
Turtle Creek Asset Management Inc. 4.07% Reduce -2.0% 1,728,416 $156.4M
Massachusetts Financial Services Co. 0.05% Reduce -27.5% 1,711,743 $154.8M
Nordea Investment Management AB 0.16% Add +19.1% 1,691,399 $153.9M
Royal Bank of Canada 0.03% Reduce -6.6% 1,679,349 $151.9M
Artisan Partners Limited Partnership 0.22% Reduce -75.0% 1,592,362 $144.0M
Ensign Peak Advisors, Inc 0.24% Add +4.0% 1,486,854 $134.5M
Bank of America Corp. 0.01% Reduce -14.9% 1,470,586 $133.0M
Aristotle Capital Management, LLC 0.24% Reduce -7.1% 1,379,958 $124.8M
Deutsche Bank AG 0.05% Add +23.4% 1,361,485 $123.2M
Swiss National Bank 0.07% Reduce -4.8% 1,139,880 $103.1M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -0.1% 962,719 $87.1M
Adage Capital Partners Gp, L.L.C. 0.15% Reduce -46.2% 918,311 $83.1M
TD Asset Management Inc 0.07% Reduce -5.0% 912,787 $82.6M
Douglas Lane & Associates, LLC 1.13% Reduce -3.3% 882,126 $79.8M
Neuberger Berman Group LLC 0.06% Add +175.2% 862,550 $78.0M
Capital Group Private Client Services, Inc. 0.71% Reduce -1.5% 849,379 $76.8M
BNP Paribas Financial Markets 0.06% New 792,735 $71.7M
HSBC Holdings PLC 0.04% Reduce -0.1% 727,338 $65.8M
CCLA Investment Management 1.03% Reduce -6.1% 720,231 $65.2M
LPL Financial LLC 0.03% Add +204.0% 706,886 $63.9M
Rhumbline Advisers 0.06% Reduce -1.5% 701,137 $63.4M
Manufacturers Life Insurance Company, The 0.06% Reduce -23.0% 694,393 $62.8M
Barclays PLC 0.03% Reduce -14.2% 690,720 $62.5M
California Public Employees Retirement System 0.04% Reduce -7.3% 668,042 $60.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +6.3% 634,787 $58.7M
Baird Financial Group, Inc. 0.11% Reduce -9.4% 624,974 $56.5M
California State Teachers Retirement System 0.07% Reduce -3.0% 621,355 $56.2M
Alliancebernstein L.P. 0.02% Reduce -2.2% 605,872 $54.8M
Caisse Des Depots Et Consignations 2.34% — 528,002 $47.8M
Citadel Advisors 0.04% Add +34676.3% 519,558 $47.0M
National Pension Service 0.04% Reduce -4.7% 510,458 $46.2M
Raymond James Financial Inc. 0.02% — 497,501 $45.0M
Bank of Montreal 0.02% Add +1.6% 497,178 $45.0M
CANADA LIFE ASSURANCE Co 0.08% Add +0.5% 486,717 $44.0M
Banque Transatlantique SA 1.11% — 479,654 $43.6M
CIBC Private Wealth Group LLC 0.08% Reduce -3.0% 472,140 $42.1M
Macquarie Group Ltd. 0.05% Reduce -9.1% 481,390 $42.1M
Principal Financial Group Inc. 0.02% Reduce -1.6% 459,799 $41.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Add +7.3% 428,003 $38.7M
Wells Fargo & Company 0.01% Add +1.6% 423,233 $38.3M
Capital International, Inc. 0.44% Add +1.1% 412,558 $37.3M
Citigroup Inc. 0.04% Add +19.1% 405,159 $36.7M
State Board of Administration of Florida Retirement System 0.07% Reduce -2.4% 399,870 $36.2M
Storebrand Asset Management As 0.11% Reduce -6.3% 390,017 $35.3M
STRS Ohio 0.13% Reduce -3.0% 371,121 $33.6M
Tudor Investment Corporation 0.35% Add +704.7% 367,779 $33.3M
Main Street Research LLC 2.06% Add +2.3% 365,501 $33.1M
Bank Julius Baer & Co. Ltd, Zurich 0.10% Add +1.6% 354,110 $32.8M
Goodnow Investment Group, LLC 3.22% Reduce -1.8% 361,346 $32.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.99% Add +2.5% 347,772 $31.5M
New York State Teachers Retirement System 0.07% Reduce -1.0% 342,595 $31.0M
Alyeska Investment Group, L.P. 0.12% New 339,292 $30.7M
Public Employees Retirement Association of Colorado 0.12% Reduce -0.7% 335,793 $30.4M
Robeco Schweiz AG 0.63% Reduce -4.8% 324,928 $29.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -37.1% 324,409 $29.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% — 313,081 $28.3M
AXA S.A. 0.08% Add +155.8% 307,175 $27.8M
Russell Investments Group, Ltd. 0.04% Reduce -2.5% 307,036 $27.8M
Allspring Global Investments Holdings, LLC 0.04% Reduce -5.4% 299,834 $27.1M
Cartenna Capital, LP 1.97% Reduce -50.8% 295,136 $26.7M
Envestnet Asset Management Inc. 0.01% Add +9.7% 285,339 $25.8M
Meyer Handelman Co. 0.84% Reduce -0.7% 268,689 $24.3M
Korea Investment CORP 0.06% Reduce -27.1% 265,721 $24.0M
CHURCHILL MANAGEMENT Corp 0.26% Reduce -1.1% 264,920 $24.0M
Aberdeen Group plc 0.04% Add +70.5% 262,863 $23.9M
Squarepoint Ops LLC 0.06% Add +152.8% 259,215 $23.4M
Federated Hermes, Inc. 0.05% Reduce -1.9% 259,055 $23.4M
Lansforsakringar Fondforvaltning AB (publ) 0.09% — 258,556 $23.4M
Royal London Asset Management Ltd. 0.06% Add +3.0% 257,223 $23.3M
Capital International Sarl 0.54% Add +8.4% 256,231 $23.2M
Holocene Advisors, LP 0.07% New 252,683 $22.9M
Corient Private Wealth LP 0.04% Reduce -5.9% 250,429 $22.7M
Healthcare of Ontario Pension Plan Trust Fund 0.05% New 250,000 $22.6M
New York State Common Retirement Fund 0.03% Reduce -22.0% 248,848 $22.5M
State of Wisconsin Investment Board 0.06% Reduce -1.8% 243,359 $22.0M
Aviva PLC 0.06% Reduce -54.1% 242,898 $22.0M
Mackenzie Financial Corp. 0.03% Reduce -4.0% 241,648 $21.9M
Twinbeech Capital LP 0.36% New 229,451 $20.8M
Cerity Partners LLC 0.04% Reduce -16.3% 227,689 $20.7M
Man Group plc 0.06% Reduce -31.9% 223,437 $20.2M
Prudential Financial Inc. 0.03% Reduce -14.1% 218,018 $19.7M
Tidal Investments LLC 0.16% Add +913.3% 214,243 $19.4M
APG Asset Management N.V. 0.05% Add +1279.3% 220,500 $19.3M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -2.2% 211,493 $19.1M
Danske Bank A/S 0.05% Add +15.8% 202,061 $18.3M
Asset Management One Co., Ltd. 0.06% Reduce -0.3% 197,590 $18.1M
National Bank of Canada 0.02% Add +13.1% 196,662 $17.8M
Sei Investments Co. 0.02% Reduce -76.7% 192,971 $17.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +3.3% 192,151 $17.4M
Glenview Trust Co 0.32% Add +1.3% 187,344 $16.9M
Moran Wealth Management, LLC 0.54% Reduce -2.2% 187,264 $16.9M
PNC Financial Services Group, Inc. 0.01% Reduce -4.2% 186,296 $16.9M
D. E. Shaw & Co. 0.02% Add +195.9% 185,026 $16.7M
Credit Agricole S A 0.06% Add +99.9% 182,499 $16.5M
Thrivent Financial for Lutherans 0.03% Add +5.0% 181,073 $16.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -3.1% 180,580 $16.3M
Jane Street Group, LLC 0.03% Add +174.7% 177,884 $16.1M
Treasurer of the State of North Carolina 0.06% Add +0.6% 177,495 $16.1M
DekaBank Deutsche Girozentrale 0.03% No change 176,427 $15.9M
GDS Wealth Management 1.43% Add +3.8% 173,581 $15.7M
LBP Am SA 0.21% Add +1.6% 170,096 $15.4M
DE Burlo Group Inc. 2.04% Reduce -9.6% 168,600 $15.3M
Prudential PLC 0.08% Reduce -10.7% 168,552 $15.2M
Swedbank AB 0.02% Reduce -9.9% 164,211 $14.9M
Shelton Capital Management 0.36% Add +2.5% 159,095 $14.4M
Mn Services Vermogensbeheer B.V. 0.10% Add +1.7% 157,800 $14.3M
Marshall Wace, LLP 0.02% New 157,037 $14.2M
State of Tennessee, Department of Treasury 0.05% Reduce -12.1% 155,801 $14.1M
ExodusPoint Capital Management, LP 0.15% New 155,518 $14.1M
Susquehanna International Group, LLP 0.02% Add +132.9% 152,211 $13.8M
Natixis Advisors, LLC 0.03% Add +2.1% 152,194 $13.8M
Victory Capital Management Inc. 0.01% Reduce -11.3% 150,491 $13.6M
Stifel Financial Corp. 0.01% Add +3.4% 147,062 $13.3M
State of New Jersey Common Pension Fund D 0.05% Reduce -0.9% 145,805 $13.2M
Running Oak Capital LLC 1.72% Add +3.0% 145,304 $13.1M
Public Employees Retirement System of Ohio 0.04% Reduce -4.8% 141,258 $12.8M
Toronto Dominion Bank 0.02% Add +0.6% 136,862 $12.4M
Daiwa Securities Group Inc. 0.06% Add +49.0% 135,292 $12.2M
KLP Kapitalforvaltning As 0.06% — 132,499 $12.0M
Assetmark, Inc. 0.03% Add +34.3% 131,226 $11.9M
Scopus Asset Management, L.P. 0.43% Add +73.0% 130,131 $11.8M
Public Sector Pension Investment Board 0.05% Add +613.8% 125,422 $11.3M
Capital International Ltd. 0.46% Add +4.0% 124,960 $11.3M
Resona Asset Management Co.,Ltd. 0.07% Reduce -4.0% 121,645 $11.0M
Millennium Management 0.01% Add +30.6% 121,248 $11.0M
Peapack Gladstone Financial Corp. 0.16% Reduce -1.6% 119,695 $10.8M
Nomura Asset Management Co. Ltd. 0.03% Add +0.3% 119,585 $10.8M
Arizona State Retirement System 0.06% Add +1.4% 117,192 $10.6M
Varma Mutual Pension Insurance Co 0.08% Reduce -21.7% 116,064 $10.5M
Ossiam 0.18% Add +2766.2% 115,938 $10.5M
Loomis Sayles & Co. L P 0.01% Reduce -17.1% 113,120 $10.2M
OMERS ADMINISTRATION Corp 0.09% Add +2.6% 112,974 $10.2M
Regents Gate Capital LLP 4.04% — 112,433 $10.2M
Cibc World Market Inc. 0.02% Add +33.2% 111,420 $10.1M
Susquehanna Fundamental Investments, LLC 0.17% — 111,245 $10.1M
State of Michigan Retirement System 0.05% Reduce -0.5% 109,423 $9.9M
Nisa Investment Advisors, LLC 0.04% Add +0.4% 108,323 $9.8M
Gotham Asset Management 0.09% Reduce -16.0% 106,940 $9.7M
MetLife Investment Management, LLC 0.05% Add +1.7% 106,675 $9.6M
DNB Asset Management AS 0.04% Reduce -0.9% 103,806 $9.4M
Trexquant Investment LP 0.11% New 103,606 $9.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Add +40.5% 102,969 $9.3M
Corebridge Financial, Inc. 0.05% Reduce -0.1% 102,141 $9.2M
Canada Pension Plan Investment Board 0.01% Reduce -22.5% 99,109 $9.0M
Abn Amro Investment Solutions 0.17% Reduce -10.5% 98,729 $8.9M
Teachers Retirement System of the State of Kentucky 0.08% Reduce -56.1% 97,417 $8.8M
Beese Fulmer Investment Management, Inc. 0.74% Add +1.2% 95,925 $8.7M
Qube Research & Technologies Ltd 0.01% New 95,092 $8.6M
Truist Financial Corp. 0.01% Reduce -3.9% 91,783 $8.3M
GAMCO Investors 0.09% Reduce -9.1% 91,694 $8.3M
NEOS Investment Management LLC 0.19% Add +24.6% 89,660 $8.1M
Marks Group Wealth Management, Inc 0.79% Reduce -4.0% 89,068 $8.1M
Czech National Bank 0.07% Add +6.3% 87,381 $7.9M
Retirement Systems of Alabama 0.03% Reduce -1.2% 87,256 $7.9M
First Trust Advisors LP 0.01% Reduce -38.8% 87,029 $7.9M
Forsta Ap-Fonden 0.06% Reduce -3.1% 86,900 $7.9M
Qsemble Capital Management, LP 1.04% New 86,218 $7.8M
Ilmarinen Mutual Pension Insurance Co 0.07% New 86,000 $7.8M
Voloridge Investment Management, LLC 0.03% New 85,831 $7.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -2.4% 85,692 $7.8M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +2.5% 84,753 $7.7M
Janney Montgomery Scott LLC 0.02% Add +1.9% 84,347 $7.6M
HighTower Advisors, LLC 0.01% Add +2.5% 84,177 $7.6M
Comerica Bank 0.03% Add +1.3% 83,500 $7.6M
Amalgamated Bank 0.06% Reduce -3.7% 81,319 $7.4M
Ethic Inc. 0.15% Add +13.8% 81,016 $7.3M
Verition Fund Management LLC 0.04% Add +995.4% 80,806 $7.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -64.4% 77,900 $7.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +14.8% 77,272 $7.0M
IFM Investors Pty Ltd 0.07% Reduce -8.7% 76,359 $6.9M
Engineers Gate Manager LP 0.12% Add +1459.8% 75,652 $6.8M
KBC Group NV 0.02% Add +2.3% 75,374 $6.8M
FIL Ltd 0.01% Reduce -2.9% 74,553 $6.7M
Creative Planning 0.01% Reduce -32.3% 74,410 $6.7M
ProShare Advisors LLC 0.01% Add +9.3% 72,774 $6.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +8.0% 70,506 $6.4M
Carderock Capital Management Inc. 1.59% Reduce -3.6% 70,034 $6.3M
Xponance LLC 0.06% Add +1.7% 69,094 $6.3M
Van Hulzen Asset Management, LLC 0.45% New 68,461 $6.2M
Tema ETFs LLC 2.56% — 68,259 $6.2M
Mariner, LLC 0.01% Add +3.7% 67,701 $6.1M
Utah Retirement Systems 0.07% No change 66,678 $6.0M
American Century Companies Inc. 0.00% Reduce -1.5% 64,342 $5.8M
Cibc World Markets Corp. 0.03% Add +16.1% 63,613 $5.8M
CIBC Asset Management Inc 0.02% Add +4.4% 61,467 $5.6M
New York Life Investment Management LLC 0.05% Reduce -0.2% 61,174 $5.5M
Lombard Odier Asset Management (Europe) Ltd 0.37% No change 60,171 $5.4M
Cetera Investment Advisers 0.01% Add +5.5% 59,354 $5.4M
Candriam S.C.A. 0.03% Reduce -0.8% 58,947 $5.3M
Police & Firemen's Retirement System of New Jersey 0.05% — 58,701 $5.3M
NBT Bank, N.A. 0.37% No change 58,434 $5.3M
Boothbay Fund Management, LLC 0.16% Reduce -46.4% 56,365 $5.1M
Clearbridge Investments, LLC 0.00% Add +20.7% 55,709 $5.0M
Swiss Life Asset Management Ltd 0.04% Add +39.5% 55,494 $5.0M
Capital Fund Management S.A. 0.05% New 55,225 $5.0M
Tiaa Trust, National Association 0.02% Reduce -52.9% 54,812 $5.0M
Bank of Nova Scotia 0.01% Add +4.2% 53,798 $4.9M
Aquatic Capital Management LLC 0.13% New 53,001 $4.8M
Magnetar Financial LLC 0.13% New 52,924 $4.8M
Yousif Capital Management, LLC 0.05% Add +3.1% 52,776 $4.8M
MML Investors Services, LLC 0.02% Add +6.6% 52,436 $4.7M
Illinois Municipal Retirement Fund 0.07% Reduce -9.0% 51,479 $4.7M
Gabelli Funds LLC 0.04% Reduce -4.1% 51,400 $4.6M
Phoenix Financial Ltd. 0.06% Add +1.9% 49,683 $4.5M
Dakota Wealth Management 0.10% Add +8.6% 49,405 $4.5M
Nissay Asset Management Corp. /Japan 0.03% Add +0.1% 48,575 $4.4M
Osaic Holdings, Inc. 0.01% Reduce -14.5% 50,556 $4.4M
Mutual of America Capital Management LLC 0.05% Reduce -2.8% 48,287 $4.4M
State of Alaska, Department of Revenue 0.05% Reduce -11.2% 45,949 $4.2M
US Bancorp \de 0.01% Reduce -0.3% 44,833 $4.1M
Arcadia Investment Management Corp. 0.65% Add +0.9% 44,741 $4.0M
Allianz Asset Management GmbH 0.01% Reduce -8.6% 44,210 $4.0M
D L Carlson Investment Group Inc. 0.71% Reduce -1.7% 43,870 $4.0M
Asio Capital, LLC 0.74% Reduce -2.1% 43,178 $3.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +26.1% 42,089 $3.8M
Commerce Bank 0.02% Add +0.2% 41,643 $3.8M
AIA Group Ltd 0.09% Add +20.5% 41,199 $3.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.4% 41,191 $3.7M
Tower Research Capital LLC (TRC) 0.07% Add +358.4% 40,072 $3.6M
Pacer Advisors, Inc. 0.01% Add +5.9% 39,622 $3.6M
Rafferty Asset Management, LLC 0.01% Add +16.8% 39,519 $3.6M
Erste Asset Management GmbH 0.04% Add +763.6% 38,000 $3.5M
Elo Mutual Pension Insurance Co 0.07% Add +8.3% 38,550 $3.5M
Mizuho Securities USA LLC 0.06% Add +46.0% 38,196 $3.5M
ING Groep NV 0.02% New 37,473 $3.4M
Vanguard Personalized Indexing Management, LLC 0.05% Add +10.5% 37,247 $3.4M
Ostrum Asset Management 0.29% Reduce -3.5% 36,733 $3.3M
Glenmede Trust Co. NA 0.02% Reduce -71.0% 35,874 $3.2M
Occudo Quantitative Strategies LP 0.58% New 35,484 $3.2M
Northwest & Ethical Investments L.P. 0.09% No change 35,351 $3.2M
Tredje AP-fonden 0.03% Reduce -50.0% 34,810 $3.1M
Oregon Public Employees Retirement Fund 0.06% Add +0.1% 34,588 $3.1M
Pathstone Holdings, LLC 0.01% Add +5.5% 34,577 $3.1M
UniSuper Management Pty Ltd 0.02% Add +21.3% 34,547 $3.1M
Impact Asset Management GmbH 1.23% New 34,430 $3.1M
Schroder Investment Management Group 0.00% Add +16.6% 34,374 $3.1M
Essential Planning, LLC. 0.02% New 30,810 $3.1M
Sciencast Management LP 0.83% New 33,624 $3.0M
Richard Bernstein Advisors LLC 0.07% No change 33,619 $3.0M
Railway Pension Investments Ltd 0.04% No change 33,500 $3.0M
TD Waterhouse Canada Inc. 0.02% Add +3.1% 33,297 $3.0M
Insigneo Advisory Services, LLC 0.31% Reduce -6.6% 33,190 $3.0M
Birch Hill Investment Advisors LLC 0.14% No change 33,090 $3.0M
Teamwork Financial Advisors, LLC 0.39% Add +13.8% 33,077 $3.0M
AQR Capital Management 0.00% Reduce -10.8% 32,911 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -18.4% 32,509 $2.9M
Arrow Financial Corp 0.28% Add +0.5% 32,343 $2.9M
Gulf International Bank (UK) Ltd 0.07% Reduce -1.0% 31,658 $2.9M
FORA Capital, LLC 0.32% Add +42.7% 31,187 $2.8M
Campbell & CO Investment Adviser LLC 0.22% New 31,152 $2.8M
Mercer Global Advisors Inc. 0.01% Add +0.1% 30,880 $2.8M
M&T Bank Corp 0.01% Add +1.6% 30,583 $2.8M
Raiffeisen Bank International AG 0.04% — 30,541 $2.8M
Avanza Fonder AB 0.08% — 30,135 $2.7M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -37.4% 30,019 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +2.0% 29,972 $2.7M
Advisors Asset Management, Inc. 0.05% Add +15.9% 29,951 $2.7M
Citizens Business Bank 0.64% Reduce -20.1% 29,802 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +15.4% 29,576 $2.7M
Schonfeld Strategic Advisors LLC 0.02% Add +396.6% 29,258 $2.6M
DF Dent & Co. Inc. 0.03% Reduce -3.9% 28,834 $2.6M
PGGM Investments 0.03% No change 28,586 $2.6M
Allianz SE 0.07% No change 28,545 $2.6M
Massachusetts Wealth Management 1.58% No change 28,243 $2.6M
Kentucky Retirement Systems 0.07% Reduce -1.4% 27,727 $2.5M
Oddo BHF Asset Management Sas 0.13% Add +23.2% 27,518 $2.5M
BNC Wealth Management, LLC 0.82% Add +10.8% 27,422 $2.5M
Canada Post Corp Registered Pension Plan 0.14% — 26,780 $2.4M
Kestra Advisory Services, LLC 0.01% Add +11.3% 26,744 $2.4M
J. Safra Sarasin Holding AG 0.04% New 26,535 $2.4M
Capital Group Investment Management Pte. LTD. 0.45% Add +1.5% 26,422 $2.4M
Wealthfront Advisers LLC 0.01% Add +5.3% 26,360 $2.4M
Lombard Odier Asset Management (Switzerland) SA 0.18% Add +60.6% 26,351 $2.4M
Bragg Financial Advisors, Inc 0.10% Reduce -0.9% 26,104 $2.4M
Freemont Management S.A. 1.11% No change 25,100 $2.3M
Hartford Investment Management Co. 0.07% Reduce -2.2% 25,018 $2.3M
Sterling Capital Management LLC 0.03% Add +52.8% 24,826 $2.2M
Crossmark Global Holdings, Inc. 0.04% Reduce -0.4% 24,590 $2.2M
Edgestream Partners, L.P. 0.09% Add +43.8% 24,492 $2.2M
Crestline Management, L.P. 0.08% Reduce -33.3% 24,468 $2.2M
Quantbot Technologies LP 0.08% New 23,884 $2.2M
Sanctuary Advisors, LLC 0.01% Add +2.6% 22,798 $2.1M
Abc Arbitrage SA 0.31% — 23,688 $2.1M
Sumitomo Life Insurance Co. 0.04% Reduce -2.5% 23,400 $2.1M
Vivid Wealth Management, LLC 1.07% Add +4.5% 23,269 $2.1M
Centiva Capital, LP 0.08% Add +594.0% 23,164 $2.1M
Rockefeller Capital Management L.P. 0.01% Add +6.0% 22,682 $2.1M
Caisse de depot et placement du Quebec 0.00% New 22,311 $2.0M
Intech Investment Management LLC 0.02% Reduce -78.2% 22,216 $2.0M
Louisiana State Employees Retirement System 0.04% Reduce -4.4% 21,700 $2.0M
Securian Asset Management, Inc. 0.06% Reduce -2.9% 21,659 $2.0M
O'shaughnessy Asset Management, LLC 0.02% Add +12.3% 21,633 $2.0M
Maryland State Retirement & Pension System 0.04% Reduce -6.5% 21,549 $1.9M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.77% No change 21,357 $1.9M
Quantinno Capital Management LP 0.02% Add +30.1% 21,327 $1.9M
XTX Topco Ltd 0.16% New 21,249 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% No change 21,005 $1.9M
Symmetry Investments LP 0.11% Reduce -84.5% 20,865 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +46.1% 20,615 $1.9M
First Nebraska Trust Co 0.18% Reduce -3.3% 20,458 $1.9M
USS Investment Management Ltd 0.01% Reduce -28.8% 20,114 $1.8M
Greenwich Wealth Management LLC 0.13% Reduce -0.3% 19,918 $1.8M
Bleakley Financial Group, LLC 0.05% Add +8.0% 19,346 $1.8M
New Mexico Educational Retirement Board 0.06% Reduce -2.5% 19,204 $1.7M
Composition Wealth, LLC 0.03% Add +10.5% 18,977 $1.7M
Dynamic Technology Lab Private Ltd 0.27% New 18,656 $1.7M
AdvisorNet Financial, Inc 0.14% Add +441.4% 18,652 $1.7M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -20.0% 18,620 $1.7M
E. Ohman J:or Asset Management AB 0.04% Add +23.2% 18,600 $1.7M
Norinchukin Bank, The 0.04% Add +10.1% 18,464 $1.7M
Metis Global Partners, LLC 0.05% Add +2.6% 18,341 $1.7M
GAMMA Investing LLC 0.14% Add +100.6% 18,065 $1.6M
Crestwood Advisors Group, LLC 0.03% Add +1.4% 18,039 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -9.1% 17,501 $1.6M
Strengthening Families & Communities, LLC 0.90% Reduce -7.0% 17,485 $1.6M
Praxis Investment Management Inc. 0.10% Reduce -30.0% 17,160 $1.6M
First National Bank of Omaha 0.10% New 16,927 $1.5M
Vontobel Holding Ltd. 0.01% Reduce -20.9% 16,887 $1.5M
CENTRAL TRUST Co 0.04% Reduce -0.0% 16,860 $1.5M
GAM Holding AG 0.11% Reduce -4.6% 16,825 $1.5M
Paradigm Asset Management Co. LLC 0.42% New 16,800 $1.5M
Harvest Portfolios Group Inc. 0.05% Add +53.6% 16,800 $1.5M
Archon Partners LLC 0.17% No change 16,500 $1.5M
DAVENPORT & Co LLC 0.01% Add +0.3% 16,474 $1.5M
Generali Asset Management SPA SGR 0.04% — 16,409 $1.5M
First National Advisers, LLC 0.24% New 16,278 $1.5M
Breakwater Capital Group 0.28% Reduce -3.1% 15,814 $1.4M
Brown Advisory Inc. 0.00% Add +78.6% 15,725 $1.4M
Inceptionr LLC 0.31% Add +274.8% 15,232 $1.4M
Linden Thomas Advisory Services, LLC 0.17% Add +7.5% 15,194 $1.4M
Twin Tree Management, LP 0.03% Add +547.3% 15,068 $1.4M
Fifth Third Bancorp 0.00% Reduce -0.7% 15,042 $1.4M
Carmel Capital Partners, LLC 0.55% Add +8.3% 15,033 $1.4M
Integrated Advisors Network LLC 0.06% Reduce -0.6% 14,870 $1.3M
Mill Capital Management, LLC 0.11% No change 14,859 $1.3M
New England Research & Management, Inc. 0.68% Reduce -10.2% 14,712 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -2.3% 14,625 $1.3M
Signaturefd, LLC 0.02% Add +1.3% 14,432 $1.3M
Atria Investments, Inc 0.02% Add +5.6% 14,135 $1.3M
Consilium Wealth Advisory, LLC 0.61% Reduce -21.8% 14,125 $1.3M
Focus Partners Wealth 0.00% Add +204.0% 13,967 $1.3M
Fox Run Management, L.L.C. 0.22% New 13,499 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +3.9% 13,403 $1.2M
Captrust Financial Advisors 0.00% Add +11.8% 13,387 $1.2M
Azzad Asset Management Inc. 0.23% Add +1.3% 13,342 $1.2M
Nomura Holdings Inc. 0.01% New 13,278 $1.2M
&partners 0.01% Add +67.0% 12,886 $1.2M
Wesbanco Bank Inc. 0.04% Add +0.1% 13,212 $1.2M
Capstone Investment Advisors, LLC 0.02% Add +143.6% 13,198 $1.2M
Ballentine Partners, LLC 0.02% Add +2.3% 13,174 $1.2M
Blair William & Co. 0.00% Reduce -7.4% 13,049 $1.2M
Empirical Finance, LLC 0.07% Reduce -0.8% 12,952 $1.2M
Zacks Investment Management 0.01% Reduce -76.8% 12,907 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 12,797 $1.2M
Williamson Legacy Group, LLC 0.76% Reduce -18.5% 12,656 $1.1M
Keybank National Association 0.00% Add +5.3% 12,440 $1.1M
Banque Pictet & Cie SA 0.01% Add +23.4% 12,400 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +0.5% 12,322 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +0.5% 12,322 $1.1M
Regions Financial Corp. 0.01% Reduce -0.9% 12,207 $1.1M
Monetta Financial Services Inc. 0.87% No change 12,000 $1.1M
Allstate Corp. 0.03% New 11,995 $1.1M
Virtus Advisers, LLC 0.44% Add +32.0% 11,846 $1.1M
Benjamin Edwards Inc. 0.02% Add +1.9% 11,769 $1.1M
Weatherly Asset Management L. P. 0.09% No change 11,624 $1.1M
Waterfront Wealth Inc. 0.25% Add +2.0% 11,392 $1.0M
Boston Family Office LLC 0.07% No change 11,356 $1.0M
Scientech Research LLC 0.29% Add +264.0% 11,329 $1.0M
Investment Management Corp of Ontario 0.03% Reduce -16.4% 11,198 $1.0M
Salem Investment Counselors Inc. 0.03% No change 11,138 $1.0M
Guggenheim Capital LLC 0.01% Add +93.3% 11,121 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Add +4.2% 11,039 $999K
Sigma Planning Corp 0.03% Reduce -10.7% 11,038 $999K
Atria Wealth Solutions, Inc. 0.01% Add +62.1% 10,959 $991K
Clifford Swan Investment Counsel LLC 0.04% No change 10,776 $975K
MAI Capital Management 0.01% Add +0.2% 10,729 $971K
Avantax Advisory Services, Inc. 0.01% Add +90.1% 10,727 $970K
Herold Advisors, Inc. 0.21% Reduce -14.3% 10,713 $969K
United Capital Financial Advisors, LLC 0.01% Add +0.5% 10,698 $968K
Bessemer Group Inc. 0.00% Add +24.1% 10,558 $956K
Cwm, LLC 0.00% Reduce -9.7% 10,494 $949K
River Wealth Advisors LLC 0.12% Add +0.1% 10,338 $935K
United Services Automobile Association 0.03% New 10,193 $922K
Leavell Investment Management, Inc. 0.05% No change 10,174 $920K
Teza Capital Management LLC 0.14% New 10,030 $907K
V-Square Quantitative Management LLC 0.13% Add +3.0% 10,027 $907K
Vident Advisory, LLC 0.02% Add +10.0% 9,999 $905K
AMG National Trust Bank 0.02% No change 9,920 $897K
Kingswood Wealth Advisors, LLC 0.07% Reduce -3.3% 9,906 $896K
Dynamic Advisor Solutions LLC 0.04% Reduce -7.5% 9,875 $893K
Wahed Invest LLC 0.15% Add +0.5% 9,847 $891K
SG Americas Securities, LLC 0.00% Reduce -89.6% 9,832 $889K
Fieldview Capital Management, LLC 0.14% — 9,720 $879K
Yorktown Management & Research Co Inc 0.84% No change 9,700 $877K
Independent Advisor Alliance 0.01% Add +16.7% 9,518 $861K
Contravisory Investment Management, Inc. 0.18% Add +1.9% 9,474 $857K
Sherbrooke Park Advisers LLC 0.27% New 9,399 $850K
Wedbush Securities Inc. 0.03% Add +38.2% 9,100 $823K
Clark Capital Management Group, Inc. 0.01% Add +2.1% 9,028 $817K
Keystone Wealth Services, LLC 0.22% No change 9,011 $815K
Hartford Funds Management Co LLC 0.07% Add +32.6% 9,010 $815K
Kestra Private Wealth Services, LLC 0.01% Add +0.4% 9,009 $815K
Federation des caisses Desjardins du Quebec 0.00% Add +17.7% 8,933 $808K
Rathbones Group PLC 0.00% Reduce -2.8% 8,923 $807K
HM Payson & Co. 0.01% Reduce -0.0% 8,854 $801K
Private Advisor Group, LLC 0.00% Add +16.4% 8,731 $790K
Caprock Group, LLC 0.03% Reduce -3.9% 8,648 $782K
Trust Co. of Oklahoma 0.25% Add +7.7% 8,578 $776K
Choreo, LLC 0.01% Reduce -12.6% 8,480 $768K
Kintegral Advisory, LLC 0.07% Reduce -4.5% 8,472 $766K
Jump Financial, LLC 0.02% New 8,402 $760K
Oak Thistle LLC 0.22% New 8,175 $740K
one8zero8, LLC 0.16% — 8,139 $736K
HB Wealth Management, LLC 0.01% Add +6.8% 8,008 $724K
Heartland Bank & Trust Co 0.39% Reduce -3.4% 7,979 $722K
OneDigital Investment Advisors LLC 0.01% Add +8.1% 7,910 $716K
Nvwm, LLC 0.18% Reduce -0.2% 7,886 $713K
Oarsman Capital, Inc. 0.12% No change 7,840 $709K
Vestcor Inc 0.02% Reduce -0.1% 7,836 $709K
Kornitzer Capital Management Inc. 0.01% Reduce -91.9% 7,825 $708K
Fifth Third Wealth Advisors LLC 0.04% Reduce -0.7% 7,701 $697K
Applied Finance Capital Management, LLC 0.03% No change 7,563 $684K
Coldstream Capital Management Inc. 0.01% Reduce -0.9% 7,529 $681K
Banco Santander, S.A. 0.01% Add +17.4% 7,438 $673K
Johnson Investment Counsel Inc. 0.01% Add +27.6% 7,435 $673K
Dark Forest Capital Management LP 0.10% Add +19.0% 7,404 $670K
Stablepoint Partners, LLC 0.12% No change 7,400 $669K
Empowered Funds, LLC 0.01% Add +13.4% 7,277 $658K
Polymer Capital Management (US) LLC 0.21% — 7,213 $652K
Graham Capital Management, L.P. 0.03% Add +44.2% 7,209 $652K
Clarendon Private LLC 0.66% — 7,022 $635K
QRG Capital Management, Inc. 0.01% Add +9.8% 7,009 $634K
Agf Management Ltd. 0.00% No change 6,995 $633K
Headlands Technologies LLC 0.06% Add +165.3% 6,983 $632K
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.5% 6,963 $630K
Savant Capital, LLC 0.00% Add +2.3% 6,938 $628K
Oxford Asset Management LLP 0.29% New 6,899 $624K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -3.7% 6,893 $624K
Andina Capital Management, LLC 0.51% Add +14.8% 6,874 $622K
Fiduciary Trust Co 0.01% Add +19.8% 6,819 $617K
Parsons Capital Management Inc. 0.03% Reduce -1.3% 6,762 $612K
Angeles Investment Advisors, LLC 0.03% Reduce -4.3% 6,711 $607K
Texas Yale Capital Corp. 0.02% No change 6,698 $606K
FRG Family Wealth Advisors LLC 0.11% Reduce -0.1% 6,667 $603K
Apollon Wealth Management, LLC 0.01% Add +21.4% 6,616 $598K
Advisory Services Network, LLC 0.01% Add +15.3% 6,608 $598K
Twin Capital Management Inc. 0.06% Reduce -1.4% 6,532 $591K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 6,510 $589K
Greenleaf Trust 0.01% Add +2.3% 6,460 $584K
Cooper Financial Group 0.07% Reduce -13.0% 6,415 $580K
Stratos Wealth Partners, LTD. 0.01% Add +10.2% 6,233 $564K
Notis-McConarty Edward 0.27% No change 6,176 $559K
Auxier Asset Management LLC 0.08% No change 6,055 $548K
Rossmore Private Capital 0.07% No change 5,995 $542K
Union Bancaire Privee, UBP SA 0.01% — 6,288 $541K
Miller Financial Services LLC 0.45% — 5,954 $539K
Mufg Securities Americas Inc. 0.07% — 5,950 $538K
GC Wealth Management RIA, LLC 0.09% Reduce -32.6% 5,937 $537K
NewEdge Advisors, LLC 0.00% Add +25.6% 5,886 $532K
Wedmont Private Capital 0.03% Add +10.7% 6,119 $532K
Wilmington Savings Fund Society, FSB 0.01% Add +2.5% 5,873 $531K
Argent Trust Co 0.02% Add +9.3% 5,829 $527K
Aigen Investment Management, LP 0.09% New 5,805 $525K
EP Wealth Advisors, LLC 0.00% Add +4.0% 5,782 $523K
Dogwood Wealth Management LLC 0.28% Add +10.7% 5,767 $522K
Strategic Investment Advisors / MI 0.06% Add +26.8% 5,765 $522K
HighPoint Advisor Group LLC 0.03% Add +69.3% 5,631 $519K
Resources Management Corp. /CT/ 0.07% No change 5,714 $517K
Mission Wealth Management, LP 0.01% Reduce -1.0% 5,644 $511K
Beacon Pointe Advisors, LLC 0.01% Add +8.5% 5,625 $509K
Sequoia Financial Advisors, LLC 0.00% Add +9.9% 5,619 $508K
Shell Asset Management Co. 0.02% Add +63.3% 5,621 $508K
Essex Bank 0.13% Reduce -0.0% 5,610 $507K
Ieq Capital, LLC 0.00% Reduce -58.7% 5,573 $504K
Aventura Private Wealth, LLC 0.27% — 5,556 $503K
Murphy, Middleton, Hinkle & Parker, Inc. 0.28% No change 5,535 $501K
Horizon Investments, LLC 0.01% Add +1.0% 5,527 $500K
Meeder Advisory Services, Inc. 0.03% Add +7.0% 5,502 $498K
Principal Securities, Inc. 0.01% Add +36.9% 5,476 $495K
Catalyst Financial Partners LLC 0.09% Reduce -14.4% 5,414 $490K
Flow Traders U.S. LLC 0.02% New 5,351 $484K
NorthRock Partners, LLC 0.02% Reduce -1.4% 5,344 $483K
Romano Brothers and Company 0.06% Reduce -6.2% 5,318 $481K
Snowden Capital Advisors LLC 0.01% Reduce -6.1% 5,292 $479K
SMART Wealth LLC 0.17% New 5,208 $471K
First Foundation Advisors 0.02% No change 5,107 $462K
South Dakota Investment Council 0.01% No change 5,100 $461K
Pinnacle Associates Ltd. 0.01% Add +17.3% 5,084 $460K
Forum Financial Management, LP 0.01% Reduce -1.3% 5,046 $456K
Curi Capital, LLC 0.01% Reduce -4.3% 5,022 $454K
Kanawha Capital Management LLC 0.04% Reduce -2.0% 4,996 $452K
Jones Financial Companies LLLP 0.00% Add +141.5% 4,871 $441K
Profund Advisors LLC 0.02% Add +2.2% 4,853 $439K
Strategic Wealth Partners, Ltd. 0.04% Add +22.4% 4,717 $437K
Fulton Bank, N.A. 0.02% Reduce -8.0% 4,804 $435K
Partnership Wealth Management, LLC 0.36% No change 4,790 $433K
Vise Technologies, Inc. 0.04% Add +77.7% 4,772 $432K
FineMark National Bank & Trust 0.01% No change 4,674 $423K
Frank, Rimerman Advisors LLC 0.03% Reduce -77.0% 4,655 $421K
Allworth Financial LP 0.00% Add +30.9% 4,456 $420K
Integrated Investment Consultants, LLC 0.09% No change 4,583 $415K
CoreCap Advisors, LLC 0.02% Add +1.8% 4,556 $412K
Heritage Trust Co 0.05% — 4,552 $412K
Plato Investment Management Ltd 0.03% No change 4,521 $410K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.8% 4,521 $409K
Guyasuta Investment Advisors Inc. 0.03% No change 4,499 $407K
Greenline Partners, LLC 0.06% No change 4,447 $402K
KCM Investment Advisors LLC 0.01% Reduce -11.8% 4,445 $402K
Siemens Fonds Invest GmbH 0.04% No change 4,429 $401K
Groupama Asset Managment 0.01% Reduce -1.4% 4,428 $401K
NJ State Employees Deferred Compensation Plan 0.05% No change 4,412 $399K
Systematic Financial Management LP 0.01% No change 4,412 $399K
WealthBridge Capital Management, LLC 0.11% Add +20.4% 4,397 $398K
Broderick Brian C 0.08% No change 4,385 $397K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 4,384 $397K
Strategic Advisors LLC 0.07% No change 4,381 $396K
Pflug Koory, LLC 0.03% Reduce -0.6% 4,343 $393K
Keeley-Teton Advisors, LLC 0.05% Reduce -2.8% 4,337 $392K
Widmann Financial Services, Inc. 0.30% No change 4,335 $392K
Lion Street Advisors, LLC 0.12% Reduce -6.5% 4,329 $392K
RDA Financial Network 0.11% Add +3.0% 4,324 $391K
Park Avenue Securities LLC 0.00% Add +3.3% 4,288 $388K
Lido Advisors, LLC 0.00% Add +2.7% 4,248 $384K
Cresset Asset Management, LLC 0.00% Reduce -78.1% 4,238 $383K
CreativeOne Wealth, LLC 0.01% Add +52.6% 4,187 $379K
Sapient Capital LLC 0.01% Add +0.1% 4,186 $379K
Cigna Investments Inc. 0.07% Reduce -1.8% 4,156 $376K
D.A. Davidson & Co. 0.00% Add +8.4% 4,144 $375K
Money Concepts Capital Corp. 0.03% Reduce -9.3% 4,140 $375K
Synovus Financial Corp. 0.00% Reduce -10.3% 4,104 $371K
Two Sigma Investments, LP 0.00% No change 4,100 $371K
Geller Advisors LLC 0.02% Add +5.1% 4,090 $370K
Huntington National Bank 0.00% Add +8.2% 4,084 $369K
Aptus Capital Advisors, LLC 0.00% Add +55.1% 4,080 $369K
Halbert Hargrove Global Advisors, LLC 0.02% No change 4,064 $368K
Balyasny Asset Management L.P. 0.00% Reduce -99.4% 4,045 $366K
GTS Securities LLC 0.02% Reduce -21.7% 4,025 $364K
Mutual Advisors, LLC 0.01% Add +12.3% 3,996 $363K
Cross Staff Investments Inc 0.25% No change 4,000 $362K
Virtu Financial LLC 0.02% Reduce -55.0% 3,963 $358K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.9% 3,927 $355K
Clear Harbor Asset Management, LLC 0.03% Add +11.2% 3,914 $354K
Quent Capital, LLC 0.04% Add +1.0% 3,885 $351K
Integrated Wealth Concepts LLC 0.00% Add +59.8% 3,884 $351K
R Squared Ltd 0.34% — 3,880 $351K
Cable Hill Partners, LLC 0.04% Reduce -0.1% 3,880 $351K
Old National Bancorp 0.01% Add +23.3% 3,844 $348K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.6% 3,825 $346K
SageView Advisory Group, LLC 0.01% New 3,823 $346K
Teacher Retirement System of Texas 0.00% Add +39.8% 3,777 $342K
NorthCoast Asset Management LLC 0.00% New 3,765 $341K
International Assets Investment Management, LLC 0.03% Add +2.4% 3,758 $340K
Tocqueville Asset Management L.P. 0.01% Add +0.4% 3,741 $338K
Syon Capital LLC 0.03% Reduce -0.4% 3,721 $337K
Bowen Hanes & Co. Inc. 0.01% No change 3,704 $335K
First Financial Bank - Trust Division 0.03% No change 3,674 $332K
Lebenthal Global Advisors, LLC 0.06% New 3,664 $331K
Petros Family Wealth, LLC 0.36% — 3,656 $331K
Holderness Investments Co. 0.07% No change 3,641 $329K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% Reduce -6.5% 3,627 $328K
Seeds Investor LLC 0.09% Reduce -0.3% 3,619 $327K
Cullinan Associates Inc. 0.02% Reduce -0.7% 3,601 $326K
Prelude Capital Management, LLC 0.03% New 3,595 $325K
Aspire Private Capital, LLC 0.08% Reduce -4.8% 3,594 $325K
Lifestyle Asset Management, Inc. 0.18% Add +2.6% 3,582 $324K
Systematic Alpha Investments, LLC 0.01% No change 3,562 $322K
KMG Fiduciary Partners, LLC 0.03% No change 3,558 $322K
Atlas Private Wealth Advisors 0.05% Add +0.1% 3,532 $319K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -3.4% 3,475 $314K
Bridgefront Capital, LLC 0.11% New 3,460 $313K
Secured Retirement Advisors, LLC 0.18% Add +0.7% 3,450 $312K
Global Retirement Partners, LLC 0.01% Add +23.0% 3,428 $310K
Mgo One Seven LLC 0.01% Add +18.1% 3,426 $310K
Pitcairn Co. 0.02% Add +1.6% 3,393 $307K
Westhampton Capital, LLC 0.16% No change 3,391 $307K
Blueshift Asset Management, LLC 0.11% Reduce -0.4% 3,389 $307K
Evergreen Capital Management LLC 0.01% Reduce -2.6% 3,379 $306K
Realta Investment Advisors 0.12% New 3,270 $302K
Quadrant Capital Group LLC 0.02% Reduce -3.4% 3,330 $301K
Ransom Advisory, Ltd 0.14% Reduce -2.3% 3,296 $298K
Petrus Trust Company, LTA 0.03% New 3,279 $297K
Brighton Jones LLC 0.01% Add +2.9% 3,279 $297K
Parallel Advisors, LLC 0.01% Add +8.7% 3,271 $296K
Pine Valley Investments Ltd Liability Co 0.02% Add +6.2% 3,230 $292K
tru Independence LLC 0.09% New 3,213 $291K
Axq Capital, LP 0.13% New 3,183 $288K
Neville Rodie & Shaw Inc. 0.02% No change 3,157 $286K
Titleist Asset Management, LLC 0.03% New 3,158 $286K
Prime Capital Investment Advisors, LLC 0.00% Reduce -5.7% 3,138 $284K
Checchi Capital Advisers, LLC 0.02% Add +27.6% 3,110 $281K
Groupe la Francaise 0.01% — 3,027 $275K
Commerzbank Aktiengesellschaft 0.01% Add +17.2% 3,027 $275K
Moors & Cabot, Inc. 0.01% No change 3,025 $274K
NFSG Corp 0.07% Add +5.2% 3,003 $272K
Okabena Investment Services Inc. 0.08% New 3,000 $271K
Morse Asset Management, Inc 0.06% No change 3,000 $271K
Griffin Asset Management, Inc. 0.03% No change 2,970 $269K
Compagnie Lombard Odier SCmA 0.00% No change 2,965 $268K
Old North State Wealth Management, LLC 0.15% Add +3.5% 2,960 $268K
Flagship Harbor Advisors, LLC 0.01% Reduce -1.0% 2,959 $268K
Patron Partners, LLC 0.14% Add +21.4% 2,943 $266K
Cary Street Partners Financial LLC 0.01% — 2,919 $264K
Avestar Capital, LLC 0.02% Reduce -11.1% 2,914 $264K
Ledyard National Bank 0.02% Add +1.2% 2,909 $263K
Exencial Wealth Advisors, LLC 0.01% Add +12.8% 2,892 $262K
Sagespring Wealth Partners, LLC 0.01% — 2,868 $259K
Callan Family Office, LLC 0.02% New 2,824 $255K
GHP Investment Advisors, Inc. 0.01% No change 2,821 $255K
HBW Advisory Services LLC 0.03% Add +1.2% 2,811 $254K
Signature Estate & Investment Advisors LLC 0.01% Add +2.6% 2,795 $253K
Welch Group, LLC 0.01% Add +2.2% 2,741 $248K
CX Institutional 0.01% Add +6.7% 2,740 $248K
Heritage Wealth Advisors 0.01% Add +0.2% 2,728 $247K
Equitable Holdings, Inc. 0.00% Reduce -2.5% 2,710 $245K
Pinnacle Financial Partners Inc 0.01% No change 2,705 $245K
Spire Wealth Management 0.01% Reduce -19.4% 2,703 $245K
Townsquare Capital LLC 0.00% New 2,697 $244K
Essex Financial Services, Inc. 0.02% Add +25.8% 2,688 $243K
Creekmur Asset Management LLC 0.06% Reduce -0.1% 2,687 $243K
Concurrent Investment Advisors, LLC 0.01% Reduce -22.9% 2,681 $243K
Argyle Capital Management, LLC 0.09% No change 2,647 $239K
First American Bank 0.02% No change 2,636 $238K
Foster Group, Inc. 0.01% Reduce -0.1% 2,627 $238K
Montag A & Associates Inc. 0.01% Reduce -0.1% 2,626 $238K
Schechter Investment Advisors, LLC 0.02% Add +10.1% 2,625 $237K
Canandaigua National Bank & Trust Co. 0.02% Reduce -14.7% 2,614 $236K
Belpointe Asset Management LLC 0.01% Add +20.2% 2,567 $235K
Grant Private Wealth Management Inc 0.25% — 2,569 $232K
Palisade Asset Management, LLC 0.02% No change 2,550 $231K
Mesirow Financial Investment Management, Inc. 0.00% New 2,534 $229K
Resonant Capital Advisors, LLC 0.02% Reduce -22.4% 2,529 $229K
Merit Financial Group, LLC 0.00% New 2,529 $229K
Bingham Private Wealth, LLC 0.24% — 2,515 $228K
Waldron Private Wealth LLC 0.01% Add +0.3% 2,506 $227K
Fractal Investments LLC 0.03% No change 2,500 $226K
Tributary Capital Management, LLC 0.02% New 2,500 $226K
Compound Planning, Inc. 0.01% New 2,497 $226K
Bailard, Inc. 0.01% No change 2,488 $225K
Everpar Advisors LLC 0.11% Reduce -6.5% 2,487 $225K
Grove Bank & Trust 0.03% Add +1.6% 2,480 $224K
Ascentis Independent Advisors 0.04% Add +72.3% 2,470 $223K
Valeo Financial Advisors, LLC 0.01% Add +0.8% 2,465 $223K
FSM Wealth Advisors, LLC 0.05% Add +5.8% 2,442 $222K
FWG Holdings, LLC 0.11% No change 2,392 $221K
Gray Wealth Management Inc. 0.08% No change 2,444 $221K
Northstar Group, Inc. 0.04% No change 2,417 $219K
Spinnaker Trust 0.01% No change 2,410 $218K
Gradient Investments LLC 0.00% No change 2,409 $218K
SVB Wealth LLC 0.00% New 2,408 $218K
Sound Income Strategies, LLC 0.01% Reduce -35.4% 2,407 $218K
Chicago Partners Investment Group LLC 0.01% Add +4.7% 2,438 $218K
Avantax Planning Partners, Inc. 0.01% No change 2,397 $217K
Cyndeo Wealth Partners, LLC 0.01% No change 2,381 $215K
Howard Capital Management, LLC 0.00% Add +6.6% 2,378 $215K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -58.5% 2,374 $215K
West Family Investments, Inc. 0.07% No change 2,362 $214K
Fidelis Capital Partners, LLC 0.02% New 2,309 $214K
Mather Group, Llc. 0.00% Add +0.5% 2,352 $213K
Wealthspire Advisors, LLC 0.00% Add +1.5% 2,345 $212K
Opal Wealth Advisors, LLC 0.06% Add +8.9% 2,335 $211K
Fullcircle Wealth LLC 0.09% New 2,253 $209K
Baader Bank Aktiengesellschaft 0.02% Add +0.8% 2,289 $207K
Farther Finance Advisors, LLC 0.01% Reduce -6.6% 2,278 $206K
Lake Street Advisors Group, LLC 0.01% Add +6.6% 2,273 $206K
Exchange Traded Concepts, LLC 0.00% Reduce -8.9% 2,273 $206K
Flputnam Investment Management Co. 0.00% Reduce -2.1% 2,268 $205K
Harbour Investments, Inc. 0.01% Reduce -2.3% 2,256 $204K
Oppenheimer & Co. Inc. 0.00% Reduce -0.5% 2,249 $203K
Perigon Wealth Management, LLC 0.01% Reduce -3.5% 2,231 $202K
Moody LYNN Lieberson & Walker, LLC 0.01% Add +1.8% 2,233 $202K
Pallas Capital Advisors LLC 0.01% Reduce -10.8% 2,222 $201K
Burney Co./ 0.01% No change 2,219 $201K
Bank of New Hampshire 0.05% No change 2,211 $200K
Private Trust Co. NA 0.02% Add +54.7% 2,152 $195K
Smartleaf Asset Management LLC 0.02% Add +33.4% 1,987 $180K
Ramirez Asset Management, Inc. 0.03% No change 1,900 $172K
Whittier Trust Co. 0.00% Add +20.4% 1,851 $167K
Whittier Trust Co. of Nevada Inc. 0.00% Add +8.6% 1,825 $165K
St Germain D J Co. Inc. 0.01% Add +42.8% 1,763 $159K
Lindbrook Capital, LLC 0.01% Reduce -0.2% 1,753 $159K
GeoWealth Management, LLC 0.01% Add +10.2% 1,726 $156K
Brooklyn Investment Group 0.05% Reduce -0.9% 1,672 $151K
EverSource Wealth Advisors, LLC 0.01% Add +17.1% 1,595 $144K
Hartford Financial Management Inc. 0.03% No change 1,548 $140K
Sentry Investment Management LLC 0.07% Reduce -14.0% 1,518 $137K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.7% 1,476 $134K
Brown Brothers Harriman & Co. 0.00% Add +73.8% 1,455 $132K
Aster Capital Management (DIFC) Ltd 0.05% Add +190.0% 1,415 $128K
Park Square Financial Group, LLC 0.08% — 1,350 $122K
Field & Main Bank 0.04% Add +1.9% 1,343 $121K
Boyd Watterson Asset Management LLC 0.03% No change 1,314 $119K
Zions Bancorporation, N.A. 0.01% Reduce -2.3% 1,302 $118K
CI Investments Inc. 0.00% Reduce -6.3% 1,218 $110K
Beacon Capital Management, LLC 0.01% No change 1,187 $107K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +4700.0% 1,152 $104K
New England Capital Financial Advisors LLC 0.05% No change 1,143 $103K
PEAK6 LLC 0.00% — 1,142 $103K
WASHINGTON TRUST Co 0.00% Add +18.5% 1,136 $103K
Paladin Advisory Group, LLC 0.08% No change 1,105 $100K
Venturi Wealth Management, LLC 0.00% New 1,093 $99K
Quarry LP 0.02% New 1,080 $98K
Hall Laurie J Trustee 0.03% No change 1,058 $96K
Parkside Financial Bank & Trust 0.01% Add +1.1% 1,053 $95K
Cromwell Holdings LLC 0.05% No change 1,048 $95K
Penserra Capital Management LLC 0.00% Add +3097.0% 1,055 $94K
Bokf, NA 0.00% Reduce -0.5% 1,064 $93K
CVA Family Office, LLC 0.01% Add +6.3% 998 $90K
City Holding Co. 0.01% No change 940 $85K
Nemes Rush Group LLC 0.01% Add +206.8% 896 $81K
Concourse Financial Group Securities, Inc. 0.00% Reduce -14.6% 823 $78K
Blue Trust, Inc. 0.00% Reduce -69.7% 828 $75K
Colonial Trust Co / SC 0.01% No change 794 $72K
State of Wyoming 0.01% New 788 $71K
Atlas Capital Advisors Inc. 0.01% No change 770 $70K
Ascentis Wealth Management, LLC 0.02% Reduce -16.2% 728 $66K
IFP Advisors, Inc 0.00% Reduce -1.2% 637 $65K
Hazlett, Burt & Watson, Inc. 0.03% No change 714 $65K
Valley National Advisers Inc. 0.01% Add +11.5% 718 $64K
Addison Advisors LLC 0.02% No change 705 $64K
Washington Trust Advisors, Inc. 0.01% No change 705 $64K
First Horizon Advisors, Inc. 0.00% Reduce -71.6% 695 $63K
Versant Capital Management, Inc 0.01% Add +654.4% 679 $61K
Ulland Investment Advisors, LLC 0.04% No change 670 $61K
Princeton Global Asset Management LLC 0.01% No change 664 $60K
Geneos Wealth Management Inc. 0.00% Add +0.6% 641 $58K
Kimelman & Baird, LLC 0.00% No change 626 $57K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -83.1% 624 $56K
UMB Bank, n.a. 0.00% Add +27.0% 598 $54K
Westpac Banking Corp. 0.00% Reduce -42.1% 596 $54K
Millstone Evans Group, LLC 0.03% — 556 $50K
North Star Investment Management Corp. 0.00% No change 544 $49K
Richards, Merrill & Peterson, Inc. 0.03% — 530 $48K
West Paces Advisors Inc. 0.01% No change 509 $46K
Bangor Savings Bank 0.00% No change 500 $45K
Ancora Advisors LLC 0.00% Add +144.8% 497 $45K
Rothschild Investment LLC 0.00% Add +12.6% 490 $44K
Smithfield Trust Co 0.00% No change 477 $44K
Lee Danner & Bass Inc. 0.00% New 460 $42K
Hanson & Doremus Investment Management 0.01% No change 454 $41K
Bartlett & Co. Wealth Management LLC 0.00% No change 450 $41K
MCF Advisors LLC 0.00% No change 448 $41K
Logan Capital Management Inc. 0.00% Add +0.9% 445 $40K
GW&K Investment Management, LLC 0.00% Add +0.7% 442 $40K
Pacifica Partners Inc. 0.02% No change 441 $40K
Eastern Bank 0.00% No change 423 $38K
Ofi Invest Asset Management 0.00% — 434 $38K
TD Private Client Wealth LLC 0.00% Reduce -7.0% 414 $37K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +210.6% 410 $37K
Cullen/Frost Bankers, Inc. 0.00% Add +14.8% 404 $37K
Financial Connections Group, Inc. 0.02% No change 401 $36K
City State Bank 0.01% No change 397 $36K
Murphy & Mullick Capital Management Corp 0.03% — 394 $36K
Clearstead Trust, LLC 0.01% No change 394 $36K
Global Financial Private Client, LLC 0.01% Add +2.4% 383 $35K
Coppell Advisory Solutions LLC 0.00% Add +26.7% 380 $34K
Provenance Wealth Advisors, LLC 0.00% No change 328 $30K
Hemington Wealth Management 0.01% Add +13.0% 330 $29K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 317 $29K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.9% 316 $29K
ANTIPODES PARTNERS Ltd 0.00% Reduce -14.7% 313 $28K
Riverview Trust Co 0.03% No change 312 $28K
Rosenberg Matthew Hamilton 0.01% No change 309 $28K
Bell Investment Advisors, Inc 0.01% Reduce -4.4% 301 $27K
First Command Advisory Services, Inc. 0.00% No change 282 $26K
Ridgewood Investments LLC 0.01% No change 270 $24K
Pineridge Advisors LLC 0.01% New 270 $24K
Raleigh Capital Management Inc. 0.01% Reduce -5.0% 267 $24K
Avior Wealth Management, LLC 0.00% Add +3.1% 266 $24K
Stonebridge Financial Group, LLC 0.00% — 264 $24K
Anchor Investment Management, LLC 0.00% No change 264 $24K
Cape Investment Advisory, Inc. 0.01% New 263 $24K
Meeder Asset Management Inc. 0.00% Add +234.2% 254 $23K
Asset Dedication, LLC 0.00% No change 246 $22K
TCTC Holdings, LLC 0.00% No change 235 $21K
Covestor Ltd 0.01% Reduce -34.8% 236 $21K
Hexagon Capital Partners LLC 0.00% Add +92.4% 229 $21K
Kestra Investment Management, LLC 0.00% New 223 $20K
Rise Advisors, LLC 0.01% Add +2.3% 222 $20K
Davis Capital Management 0.02% No change 220 $20K
Compass Wealth Management LLC 0.00% No change 218 $20K
TFC Financial Management, Inc. 0.00% No change 215 $19K
Larson Financial Group LLC 0.00% Add +574.2% 209 $19K
Sierra Ocean, LLC 0.02% — 208 $19K
Arax Advisory Partners 0.00% Add +56.1% 206 $19K
WR Wealth Planners, LLC 0.01% Add +2.0% 205 $19K
Sunbelt Securities, Inc. 0.00% Reduce -14.6% 204 $18K
Olistico Wealth, LLC 0.01% No change 201 $18K
Gen-Wealth Partners Inc 0.01% No change 200 $18K
Ruedi Wealth Management, Inc. 0.01% No change 199 $18K
Crewe Advisors LLC 0.00% No change 197 $18K
Frazier Financial Advisors, LLC 0.01% No change 195 $18K
Riggs Asset Managment Co. Inc. 0.00% No change 176 $16K
Financial Perspectives, Inc 0.01% No change 176 $16K
Crews Bank & Trust 0.00% — 176 $16K
Webster Bank, N. A. 0.00% No change 176 $16K
Peoples Financial Services Corp. 0.01% New 176 $16K
WPG Advisers, LLC 0.01% — 175 $16K
Arlington Trust Co LLC 0.00% No change 173 $16K
JFS Wealth Advisors, LLC 0.00% No change 171 $15K
Golden State Wealth Management, LLC 0.00% — 164 $15K
FWL Investment Management, LLC 0.01% No change 155 $14K
Financial Management Professionals, Inc. 0.00% No change 155 $14K
PFS Partners, LLC 0.01% No change 155 $14K
Clearstead Advisors, LLC 0.00% Reduce -42.8% 151 $14K
MV Capital Management, Inc. 0.00% Reduce -0.7% 148 $13K
SouthState Bank Corp 0.00% No change 144 $13K
Capital Advisors, Ltd. LLC 0.00% No change 147 $13K
Bruce G. Allen Investments, LLC 0.01% No change 142 $13K
Monetary Management Group Inc. 0.00% No change 140 $13K
Oakworth Capital, Inc. 0.00% No change 139 $13K
Capital Analysts, LLC 0.00% No change 137 $12K
Pinney & Scofield, Inc. 0.01% — 132 $12K
Duncker Streett & Co. Inc. 0.00% Reduce -78.9% 123 $11K
JNBA Financial Advisors 0.00% No change 123 $11K
Orion Capital Management LLC 0.00% New 120 $11K
FPC Investment Advisory, Inc. 0.01% New 115 $11K
McIlrath & Eck, LLC 0.00% Reduce -54.5% 110 $10K
BankPlus Trust Department 0.00% — 108 $10K
Sachetta, LLC 0.00% No change 107 $10K
Knights of Columbus Asset Advisors LLC 0.00% No change 107 $10K
Dunhill Financial, LLC 0.00% Add +23.8% 104 $9K
High Note Wealth, LLC 0.00% New 101 $9K
DT Investment Partners, LLC 0.00% No change 98 $9K
Aspect Partners, LLC 0.01% No change 98 $9K
CBIZ Investment Advisory Services, LLC 0.00% No change 97 $9K
Continuum Advisory, LLC 0.00% No change 95 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 93 $8K
1620 Investment Advisors, Inc. 0.01% Reduce -88.2% 90 $8K
Flagship Wealth Advisors, LLC 0.00% — 88 $8K
Global Wealth Strategies & Associates 0.00% New 88 $8K
Armstrong Advisory Group, Inc. 0.00% New 82 $7K
Gables Capital Management Inc. 0.00% No change 81 $7K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 70 $6K
Trust Co. of Vermont 0.00% Reduce -83.4% 70 $6K
Raffa Wealth Management, LLC 0.00% Add +48.9% 67 $6K
Chesapeake Asset Management LLC 0.01% No change 67 $6K
Glen Eagle Advisors, LLC 0.00% No change 66 $6K
Delta Asset Management LLC 0.00% No change 65 $6K
HHM Wealth Advisors, LLC 0.00% New 64 $6K
Atala Financial Inc 0.00% — 62 $6K
Barrett & Company, Inc. 0.00% No change 62 $6K
Tucker Asset Management LLC 0.00% No change 57 $5K
Abound Wealth Management 0.00% Reduce -10.0% 54 $5K
Darwin Wealth Management, LLC 0.00% New 53 $5K
Centricity Wealth Management, LLC 0.00% — 51 $5K
LRI Investments, LLC 0.00% No change 51 $5K
Minot DeBlois Advisors LLC 0.00% — 50 $5K
Highline Wealth Partners LLC 0.00% No change 49 $4K
Private Wealth Management Group, LLC 0.00% Reduce -2.0% 48 $4K
Coston, McIsaac & Partners 0.00% No change 53 $4K
Avion Wealth 0.00% Add +10.6% 52 $4K
Salomon & Ludwin, LLC 0.00% Reduce -4.3% 44 $4K
TruNorth Capital Management, LLC 0.00% No change 42 $4K
HighMark Wealth Management LLC 0.00% New 40 $4K
Foster Dykema Cabot & Partners, LLC 0.00% No change 38 $3K
Criterion Capital Advisors, LLC 0.00% No change 37 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 36 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 36 $3K
Fortitude Family Office, LLC 0.00% Reduce -16.7% 35 $3K
Richardson Financial Services Inc. 0.00% Reduce -44.3% 34 $3K
Operose Advisors LLC 0.00% New 34 $3K
Tidemark, LLC 0.00% New 30 $3K
SJS Investment Consulting Inc. 0.00% Reduce -31.8% 30 $3K
Albion Financial Group 0.00% New 30 $3K
SBI Securities Co., Ltd. 0.00% — 29 $3K
Sanctuary Wealth Management, L.L.C. 0.00% Reduce -35.7% 27 $2K
Pittenger & Anderson Inc. 0.00% No change 25 $2K
Ameriflex Group, Inc. 0.00% — 23 $2K
Clark Wealth Partners 0.00% — 23 $2K
Wolff Wiese Magana LLC 0.00% No change 23 $2K
Prestige Wealth Management Group LLC 0.00% No change 21 $2K
NewSquare Capital LLC 0.00% New 20 $2K
Hollencrest Capital Management 0.00% No change 19 $2K
True Wealth Design, LLC 0.00% Add +6.3% 17 $2K
Lummis Asset Management, LP 0.00% No change 15 $1K
WealthTrak Capital Management LLC 0.00% — 15 $1K
Carolinas Wealth Consulting LLC 0.00% Add +62.5% 13 $1K
Principia Wealth Advisory, LLC 0.00% — 11 $995
Cornerstone Planning Group LLC 0.00% Add +25.0% 10 $919
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 10 $919
Capital A Wealth Management, LLC 0.00% — 10 $905
Atwood & Palmer Inc. 0.00% No change 10 $905
Coastline Trust Co 0.00% New 10 $905
Old Second National Bank of Aurora 0.00% New 9 $814
BOK Financial Private Wealth, Inc. 0.00% New 8 $724
Physician Wealth Advisors, Inc. 0.00% New 7 $634
Tortoise Investment Management, LLC 0.00% New 7 $633
Winnacle Wealth LLC 0.00% — 7 $560
Parkworth Wealth Management, Inc. 0.00% — 6 $543
Redwood Park Advisors LLC 0.00% — 6 $543
Perkins Coie Trust Co 0.00% No change 6 $542
Sugar Maple Asset Management, LLC 0.00% New 5 $452
Harbor Investment Advisory, LLC 0.00% No change 5 $452
SOA Wealth Advisors, LLC. 0.00% No change 4 $363
Cassady Schiller Wealth Management, LLC 0.00% New 3 $271
Transce3nd, LLC 0.00% — 3 $271
Rakuten Securities, Inc. 0.00% Reduce -75.0% 2 $181
Wood Tarver Financial Group, LLC 0.00% — 8 $0

"% of holder's portfolio" is IR's weight in each manager's 13F, not the share of Ingersoll-Rand Inc. the manager owns.