GartnerIT

13F holders, Q4 2024 (December 31)
952holders +45
71new positions
70sold out
10famous investors
$484.48avg. 13F price*

At the end of Q4 2024, 952 institutions reported holding Gartner Inc. (IT) in their 13F filings, up 45 from Q3 2024. 71 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($4.5B), BlackRock, Inc. ($3.3B) and Baron Capital (BAMCO) ($1.9B). 10 famous investors held it, including Ron Baron (4.9% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).

Company
Gartner Inc.
Sector
Consumer Discretionary
CUSIP
366651107
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 877Q1 2024Q2 2024: 875Q2 2024Q3 2024: 907Q3 2024Q4 2024: 952Q4 2024Q1 2025: 922Q1 2025Q2 2025: 897Q2 2025Q3 2025: 796Q3 2025Q4 2025: 816Q4 2025Q1 2026: 719Q1 2026Q2 2026: 653Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions71$304.9M
Exits70$66.0M

All 13F filers, Q3 2024 → Q4 2024: 4,622,053 shares bought and 3,480,518 shares sold, net +1,141,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 952 holders

Vanguard Group Inc. 0.08% Add +1.1% 9,268,639 $4.5B
BlackRock, Inc. 0.07% Add +4.9% 6,757,529 $3.3B
Baron Capital (BAMCO) 4.90% Reduce -2.6% 3,916,203 $1.9B
State Street Corp. 0.06% Add +2.1% 3,324,484 $1.6B
FMR LLC 0.08% Add +8.6% 2,822,122 $1.4B
Massachusetts Financial Services Co. 0.43% Reduce -3.7% 2,777,661 $1.3B
Morgan Stanley 0.07% Reduce -0.1% 2,165,326 $1.0B
Geode Capital Management, LLC 0.08% Add +2.2% 2,063,577 $998.4M
Principal Financial Group Inc. 0.53% Add +0.6% 2,012,799 $975.1M
Wellington Management Group LLP 0.15% Add +12.7% 1,662,005 $805.2M
Generation Investment Management LLP 2.91% Reduce -5.2% 1,151,828 $558.0M
JPMorgan Chase & Co. 0.04% Reduce -0.3% 1,033,721 $500.8M
Invesco Ltd. 0.09% Add +6.7% 955,134 $462.7M
Norges Bank 0.06% Add +2.4% 950,607 $460.5M
Northern Trust Corp. 0.06% Add +10.9% 906,833 $439.3M
Polen Capital Management LLC 1.18% Reduce -38.6% 902,690 $437.3M
Goldman Sachs Group Inc. 0.08% Add +15.4% 873,916 $423.4M
Franklin Resources Inc. 0.12% Add +7.0% 857,639 $415.5M
Alliancebernstein L.P. 0.13% Reduce -0.7% 794,385 $384.9M
Mackenzie Financial Corp. 0.50% Reduce -7.6% 760,592 $368.5M
Bessemer Group Inc. 0.59% Reduce -0.8% 752,212 $364.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +12.9% 649,567 $314.7M
Dimensional Fund Advisors LP 0.07% Add +4.5% 644,699 $312.3M
Legal & General Group Plc 0.08% Reduce -2.3% 595,912 $288.7M
Bank of America Corp. 0.03% Reduce -13.8% 594,825 $288.2M
Findlay Park Partners LLP 2.59% Reduce -19.2% 538,321 $260.8M
Sustainable Growth Advisers, LP 1.30% Reduce -24.2% 535,427 $259.4M
Charles Schwab Investment Management Inc. 0.05% Add +3.9% 509,206 $246.7M
Madison Asset Management, LLC 2.76% Add +8.5% 505,292 $244.8M
Madison Investment Advisors, LLC 2.76% — 505,292 $244.8M
Bank of New York Mellon Corp 0.04% Reduce -1.9% 496,936 $240.8M
Royal Bank of Canada 0.05% Add +18.7% 456,658 $221.2M
BNP Paribas Financial Markets 0.15% Add +184.6% 390,472 $189.2M
Schroder Investment Management Group 0.18% Add +5.5% 378,798 $183.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.45% Add +5.7% 372,364 $180.4M
Amundi 0.06% Add +64.5% 361,288 $179.0M
Bollard Group LLC 4.80% Reduce -6.5% 357,790 $173.3M
California Public Employees Retirement System 0.11% Reduce -1.8% 349,440 $169.3M
American Century Companies Inc. 0.10% Add +0.3% 341,958 $165.7M
Raymond James Financial Inc. 0.06% — 341,561 $165.5M
T. Rowe Price Associates Inc. 0.02% Reduce -26.1% 341,005 $165.2M
Fayez Sarofim & Co 0.40% Add +6.0% 338,325 $163.9M
Deutsche Bank AG 0.06% Add +10.8% 313,344 $151.8M
HSBC Holdings PLC 0.09% Add +7.6% 311,800 $151.1M
Axiom Investors LLC 1.09% Add +10.6% 305,335 $147.9M
Millennium Management 0.13% Add +178.0% 297,277 $144.0M
Wells Fargo & Company 0.03% Reduce -8.9% 282,615 $136.9M
Nuveen Asset Management, LLC 0.04% Reduce -4.6% 281,383 $136.3M
Assenagon Asset Management S.A. 0.24% Add +208.4% 272,267 $131.9M
Qube Research & Technologies Ltd 0.21% Add +64.3% 260,234 $126.1M
Natixis Advisors, LLC 0.22% Add +6.8% 246,590 $119.5M
Allspring Global Investments Holdings, LLC 0.19% Reduce -1.6% 240,685 $116.3M
Kayne Anderson Rudnick Investment Management LLC 0.26% Reduce -5.0% 234,369 $113.5M
Fiera Capital Corp 0.35% Add +10.9% 231,363 $112.1M
TCW Group Inc. 0.89% Add +6.3% 219,742 $106.5M
Swiss National Bank 0.07% Reduce -5.5% 217,731 $105.5M
EULAV Asset Management 2.52% Add +22.5% 215,800 $104.5M
AQR Capital Management 0.13% Add +17.6% 213,489 $103.4M
UBS Group AG 0.02% Add +61.1% 213,356 $103.4M
TimesSquare Capital Management, LLC 1.50% Reduce -5.3% 212,334 $102.9M
Voloridge Investment Management, LLC 0.36% Add +3.3% 210,191 $101.8M
Fisher Funds Management LTD 2.35% — 201,164 $97.5M
Envestnet Asset Management Inc. 0.03% Reduce -33.1% 200,434 $97.1M
CIBC Private Wealth Group LLC 0.18% Reduce -3.3% 195,928 $97.1M
Arrowstreet Capital, Limited Partnership 0.08% Add +590.2% 196,153 $95.0M
Point72 Asset Management 0.25% Add +30.6% 182,789 $88.6M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +3.7% 181,882 $88.1M
Saturna Capital Corp. 1.19% No change 180,641 $87.5M
Federated Hermes, Inc. 0.18% Add +165.9% 170,709 $82.7M
Barclays PLC 0.04% Reduce -5.0% 158,399 $76.7M
Rhumbline Advisers 0.07% Reduce -1.4% 151,365 $73.3M
Two Sigma Advisers, LP 0.16% Reduce -10.2% 146,700 $71.1M
T. Rowe Price Investment Management, Inc. 0.04% New 134,655 $65.2M
Voya Investment Management LLC 0.08% Reduce -9.1% 133,258 $64.5M
DekaBank Deutsche Girozentrale 0.12% No change 134,054 $64.3M
Wedge Capital Management L L P 1.15% Add +11.2% 132,107 $64.0M
Andra AP-fonden 0.97% Add +18.8% 125,500 $60.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +8.1% 122,769 $59.7M
Corient Private Wealth LP 0.10% Add +1.3% 121,736 $59.0M
Resona Asset Management Co.,Ltd. 0.34% Add +2.6% 117,590 $57.0M
California State Teachers Retirement System 0.07% Reduce -6.5% 117,192 $56.8M
Artemis Investment Management LLP 0.80% Reduce -4.8% 115,766 $56.1M
Primecap Management Co. 0.04% Add +0.9% 111,800 $54.2M
Railway Pension Investments Ltd 0.71% Add +0.1% 110,678 $53.6M
Glenmede Trust Co. NA 0.27% Reduce -22.5% 108,606 $52.6M
National Pension Service 0.05% Reduce -7.4% 104,259 $50.5M
Worldquant Millennium Advisors LLC 0.31% Reduce -12.8% 97,392 $47.2M
Canada Pension Plan Investment Board 0.04% Add +271.9% 96,426 $46.7M
CANADA LIFE ASSURANCE Co 0.08% Add +1.4% 95,429 $46.2M
TD Asset Management Inc 0.04% Add +41.3% 94,184 $45.6M
APG Asset Management N.V. 0.12% Add +74.1% 94,758 $44.3M
Two Sigma Investments, LP 0.10% Reduce -30.5% 89,527 $43.4M
Twinbeech Capital LP 0.74% New 89,307 $43.3M
Teacher Retirement System of Texas 0.15% Add +304.9% 86,406 $41.9M
Jennison Associates LLC 0.02% Reduce -20.2% 84,419 $40.9M
Storebrand Asset Management As 0.12% Reduce -14.5% 81,881 $39.7M
Bank of Montreal 0.02% Reduce -11.1% 74,441 $36.1M
Schwerin Boyle Capital Management Inc. 3.70% Reduce -0.3% 74,415 $36.1M
B. Metzler seel. Sohn & Co. AG 0.36% Add +0.6% 73,035 $35.4M
Geneva Capital Management LLC 0.61% Reduce -11.4% 72,638 $35.2M
Sei Investments Co. 0.05% Reduce -42.7% 72,427 $35.1M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -0.7% 72,100 $34.9M
New York State Teachers Retirement System 0.07% Reduce -2.9% 70,545 $34.2M
Junto Capital Management LP 0.68% New 70,144 $34.0M
State Board of Administration of Florida Retirement System 0.06% Reduce -10.5% 69,751 $33.8M
Asset Management One Co., Ltd. 0.12% Reduce -4.5% 69,437 $33.8M
Anchor Capital Advisors LLC 0.96% Reduce -4.2% 69,621 $33.7M
Renaissance Group LLC 1.37% Reduce -2.1% 68,053 $33.0M
Skandinaviska Enskilda Banken AB (publ) 0.14% Add +188.5% 66,058 $32.1M
Susquehanna International Group, LLP 0.05% Add +339.6% 65,515 $31.7M
Weitz Investment Management, Inc. 1.61% No change 64,425 $31.2M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +37.2% 62,853 $30.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% — 62,801 $30.4M
Allianz Asset Management GmbH 0.04% Add +35.5% 59,385 $28.8M
Squarepoint Ops LLC 0.07% Add +990.5% 57,700 $28.0M
Swedbank AB 0.03% Reduce -7.2% 57,198 $27.7M
State of Wisconsin Investment Board 0.07% Reduce -10.3% 57,112 $27.7M
Stifel Financial Corp. 0.03% Add +15.8% 55,455 $26.9M
Moran Wealth Management, LLC 0.85% Reduce -0.1% 55,024 $26.7M
Ameriprise Financial Inc. 0.01% Reduce -6.9% 54,846 $26.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -3.0% 54,761 $26.5M
Cubist Systematic Strategies, LLC 0.43% New 54,388 $26.3M
Bank Julius Baer & Co. Ltd, Zurich 0.08% Reduce -0.9% 49,808 $25.1M
Korea Investment CORP 0.06% Add +0.1% 51,742 $25.1M
Citigroup Inc. 0.02% Reduce -13.2% 50,390 $24.4M
Russell Investments Group, Ltd. 0.03% Add +15.7% 49,728 $24.1M
Pictet Asset Management Holding SA 0.03% Add +17.6% 49,619 $24.0M
Nicholas Company, Inc. 0.39% No change 49,555 $24.0M
Unigestion Holding SA 1.35% Add +2.0% 48,424 $23.5M
Tudor Investment Corporation 0.25% New 48,289 $23.4M
Illinois Municipal Retirement Fund 0.33% Add +2.5% 47,863 $23.2M
Frontier Capital Management Co. LLC 0.22% Reduce -5.9% 47,746 $23.1M
Aviva PLC 0.06% Reduce -38.5% 47,532 $23.0M
Manufacturers Life Insurance Company, The 0.02% Reduce -0.5% 46,311 $22.4M
Victory Capital Management Inc. 0.02% Reduce -0.3% 46,006 $22.3M
First Trust Advisors LP 0.02% Add +108.5% 45,772 $22.2M
Brown Advisory Inc. 0.03% Reduce -95.1% 44,877 $21.7M
Calamos Advisors LLC 0.14% No change 43,302 $21.0M
New York State Common Retirement Fund 0.03% Reduce -5.0% 42,736 $20.7M
Nomura Asset Management Co. Ltd. 0.06% Add +3.3% 42,636 $20.7M
Danske Bank A/S 0.06% Add +18.5% 42,509 $20.6M
Aberdeen Group plc 0.04% Reduce -14.9% 42,213 $20.4M
Blair William & Co. 0.06% Add +4.3% 42,186 $20.4M
Toronto Dominion Bank 0.04% Add +0.2% 41,270 $20.0M
Treasurer of the State of North Carolina 0.08% Add +0.7% 40,927 $19.8M
SG Americas Securities, LLC 0.09% Add +885.9% 40,905 $19.8M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -2.0% 40,480 $19.6M
Prudential Financial Inc. 0.03% Reduce -13.5% 40,388 $19.6M
Oppenheimer Asset Management Inc. 0.23% Reduce -16.6% 39,192 $19.0M
Prana Capital Management, LP 0.89% New 38,383 $18.6M
PGGM Investments 0.24% No change 37,743 $18.3M
Engineers Gate Manager LP 0.31% Add +1332.6% 36,904 $17.9M
PNC Financial Services Group, Inc. 0.01% Reduce -7.9% 36,118 $17.5M
Oddo BHF Asset Management Sas 0.89% Add +8.7% 36,067 $17.5M
Credit Agricole S A 0.06% Add +251.0% 35,882 $17.4M
Townsquare Capital LLC 0.19% Reduce -23.7% 34,884 $16.9M
Kornitzer Capital Management Inc. 0.33% Add +0.0% 34,662 $16.8M
M&T Bank Corp 0.06% Reduce -8.1% 34,237 $16.6M
Thrivent Financial for Lutherans 0.03% Reduce -10.2% 33,986 $16.5M
Royal London Asset Management Ltd. 0.04% Add +10.5% 33,060 $16.0M
Ensign Peak Advisors, Inc 0.03% Add +1.2% 31,927 $15.5M
Conestoga Capital Advisors, LLC 0.20% Add +1.5% 31,626 $15.3M
Isthmus Partners, LLC 1.83% Reduce -0.4% 31,102 $15.1M
AXA S.A. 0.05% Add +60.7% 31,073 $15.1M
Pinebridge Investments, L.P. 0.11% Reduce -20.7% 30,845 $14.9M
Man Group plc 0.05% Add +39.1% 30,768 $14.9M
LPL Financial LLC 0.01% Add +0.6% 30,726 $14.9M
Mn Services Vermogensbeheer B.V. 0.10% Add +1.7% 30,400 $14.7M
HighTower Advisors, LLC 0.02% Add +10.2% 30,313 $14.7M
Picton Mahoney Asset Management 0.55% Reduce -1.5% 29,781 $14.4M
Progressive Investment Management Corp 3.70% Reduce -2.6% 29,756 $14.4M
Westwind Capital 3.12% Add +0.4% 29,538 $14.3M
Bank of Nova Scotia 0.02% Reduce -23.7% 28,896 $14.0M
Neuberger Berman Group LLC 0.01% Reduce -1.4% 28,270 $13.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -5.8% 28,260 $13.7M
National Bank of Canada 0.02% Reduce -51.3% 27,806 $13.5M
State of New Jersey Common Pension Fund D 0.05% Reduce -0.3% 27,743 $13.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Reduce -0.8% 27,593 $13.4M
Robeco Institutional Asset Management B.V. 0.03% Add +4.3% 27,268 $13.2M
Public Sector Pension Investment Board 0.06% Add +716.4% 27,187 $13.2M
Caisse de depot et placement du Quebec 0.03% Reduce -36.6% 27,065 $13.1M
Forsta Ap-Fonden 0.09% Reduce -14.6% 27,000 $13.1M
Comerica Bank 0.05% Reduce -5.3% 26,835 $13.0M
WCM Investment Management, LLC 0.03% Add +25.8% 26,768 $13.0M
Rafferty Asset Management, LLC 0.05% Add +1.4% 26,609 $12.9M
Square Wave Partners, L.P. 12.27% — 26,280 $12.7M
Square Wave Capital, LLC 12.27% — 26,280 $12.7M
KLP Kapitalforvaltning As 0.06% — 26,190 $12.7M
ING Groep NV 0.09% Add +153.8% 26,152 $12.7M
Public Employees Retirement System of Ohio 0.04% Reduce -5.4% 25,896 $12.5M
McCollum Christoferson Group LLC 3.70% Reduce -0.8% 25,823 $12.5M
Lansforsakringar Fondforvaltning AB (publ) 0.05% — 25,565 $12.4M
2Xideas AG 1.61% Add +45.0% 24,776 $12.0M
Gotham Asset Management 0.11% Reduce -0.7% 24,045 $11.6M
MetLife Investment Management, LLC 0.06% Add +1.1% 23,706 $11.5M
Aristotle Capital Boston, LLC 0.43% Reduce -10.3% 23,690 $11.5M
Unio Capital LLC 4.10% Add +61.2% 23,640 $11.5M
Renaissance Technologies 0.02% Reduce -22.8% 23,409 $11.3M
Boston Financial Mangement LLC 0.34% Add +0.9% 23,246 $11.3M
Voleon Capital Management LP 0.82% — 22,706 $11.0M
Hantz Financial Services, Inc. 0.19% Reduce -27.7% 22,576 $10.9M
Swiss Life Asset Management Ltd 0.08% Add +114.8% 22,435 $10.9M
Arizona State Retirement System 0.07% Add +0.6% 22,382 $10.8M
Achmea Investment Management B.V. 0.18% Reduce -1.2% 22,337 $10.8M
AEGON ASSET MANAGEMENT UK Plc 0.14% No change 22,107 $10.7M
State of Tennessee, Department of Treasury 0.04% Add +111.4% 22,066 $10.7M
Corebridge Financial, Inc. 0.06% Reduce -0.5% 21,702 $10.5M
Crown Oak Advisors, LLC 5.40% Add +10.0% 21,648 $10.5M
Aware Super Pty Ltd as trustee of Aware Super 0.17% — 21,500 $10.4M
Orion Porfolio Solutions, LLC 0.10% Reduce -11.5% 21,215 $10.3M
Orion Portfolio Solutions, LLC 0.10% Reduce -11.5% 21,215 $10.3M
State of Michigan Retirement System 0.05% No change 20,947 $10.1M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.32% Add +6.8% 20,773 $10.1M
Varma Mutual Pension Insurance Co 0.08% Reduce -0.9% 20,801 $10.1M
Handelsbanken Fonder AB 0.04% Add +16.7% 20,652 $10.0M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Add +49.2% 20,155 $9.8M
Los Angeles Capital Management LLC 0.04% Reduce -1.3% 19,608 $9.5M
Eventide Asset Management, LLC 0.17% New 19,531 $9.5M
Stone Run Capital, LLC 3.58% Reduce -0.1% 18,792 $9.1M
OMERS ADMINISTRATION Corp 0.08% Reduce -5.8% 18,718 $9.1M
Nisa Investment Advisors, LLC 0.03% Reduce -8.8% 18,309 $8.9M
United Capital Financial Advisors, LLC 0.07% Add +0.2% 18,065 $8.8M
Xponance LLC 0.08% Add +2.5% 17,750 $8.6M
FIL Ltd 0.01% Add +48.7% 17,342 $8.4M
Mediolanum International Funds Ltd 0.11% Add +73.2% 17,305 $8.4M
Quantinno Capital Management LP 0.08% Add +5.3% 17,244 $8.4M
Cetera Investment Advisers 0.02% Reduce -24.2% 17,245 $8.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +12.5% 17,066 $8.3M
Czech National Bank 0.07% Add +6.5% 16,725 $8.1M
Retirement Systems of Alabama 0.03% Reduce -1.1% 16,699 $8.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Reduce -2.2% 16,401 $7.9M
UniSuper Management Pty Ltd 0.06% Add +9.2% 16,296 $7.9M
Cerity Partners LLC 0.02% Reduce -7.0% 15,964 $7.9M
Baird Financial Group, Inc. 0.02% Add +2.0% 16,281 $7.9M
D. E. Shaw & Co. 0.01% Reduce -72.8% 16,254 $7.9M
Atria Investments, Inc 0.10% Reduce -13.7% 16,218 $7.9M
MAI Capital Management 0.06% Add +3.8% 16,185 $7.8M
Amalgamated Bank 0.06% Reduce -2.0% 16,130 $7.8M
State of Alaska, Department of Revenue 0.09% Reduce -29.4% 16,055 $7.8M
O'shaughnessy Asset Management, LLC 0.07% Add +1.7% 15,995 $7.7M
Pathstone Holdings, LLC 0.03% Reduce -8.6% 15,739 $7.6M
Wilkins Investment Counsel Inc. 1.10% Reduce -0.7% 15,733 $7.6M
Pine Valley Investments Ltd Liability Co 0.50% Reduce -8.7% 15,656 $7.6M
ProShare Advisors LLC 0.02% Add +11.1% 15,371 $7.4M
Truist Financial Corp. 0.01% Reduce -12.6% 15,303 $7.4M
KBC Group NV 0.02% Add +24.0% 15,109 $7.3M
Erste Asset Management GmbH 0.09% No change 15,000 $7.3M
IFM Investors Pty Ltd 0.07% Reduce -10.1% 15,024 $7.3M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 15,000 $7.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +13.9% 14,755 $7.1M
Liontrust Investment Partners LLP 0.10% Reduce -18.9% 14,490 $7.0M
Westfield Capital Management Co. LP 0.03% No change 14,370 $7.0M
Macquarie Group Ltd. 0.01% Add +42.6% 18,291 $6.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +2.9% 14,106 $6.8M
Sapient Capital LLC 0.13% Add +0.6% 13,951 $6.8M
Quantbot Technologies LP 0.25% New 13,945 $6.8M
Capital Fund Management S.A. 0.07% New 13,747 $6.7M
DNB Asset Management AS 0.03% Add +6.5% 13,644 $6.6M
Scotia Capital Inc. 0.03% Add +2.1% 13,086 $6.3M
Lazard Asset Management LLC 0.01% Add +3448.0% 13,021 $6.3M
USS Investment Management Ltd 0.05% Reduce -11.7% 12,975 $6.3M
Mariner, LLC 0.01% Reduce -3.8% 12,750 $6.2M
Utah Retirement Systems 0.07% No change 12,483 $6.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.42% Reduce -2.2% 12,256 $5.9M
Cibc World Markets Corp. 0.03% Add +16.1% 12,144 $5.9M
LBP Am SA 0.08% Add +869.0% 12,103 $5.9M
ExodusPoint Capital Management, LP 0.06% Add +290.5% 12,056 $5.8M
CIBC Asset Management Inc 0.02% Add +4.5% 11,787 $5.7M
Dakota Wealth Management 0.13% Add +3.1% 11,776 $5.7M
New York Life Investment Management LLC 0.05% Add +0.2% 11,394 $5.5M
HRT Financial LP 0.03% Reduce -25.2% 11,235 $5.4M
Ethic Inc. 0.11% Add +0.1% 11,207 $5.4M
Ossiam 0.09% Add +36.1% 11,163 $5.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +32.5% 11,160 $5.4M
Police & Firemen's Retirement System of New Jersey 0.05% — 10,966 $5.3M
Jefferies Financial Group Inc. 0.06% Add +982.9% 10,851 $5.3M
Argent Capital Management LLC 0.15% Add +9.8% 10,785 $5.2M
Sandler Capital Management 0.85% New 10,648 $5.2M
Creative Planning 0.01% Reduce -0.9% 10,640 $5.2M
Daiwa Securities Group Inc. 0.02% Add +7.0% 10,505 $5.1M
Janus Henderson Group PLC 0.00% Reduce -1.3% 10,497 $5.1M
Prudential PLC 0.03% Add +23.9% 10,340 $5.0M
Janney Montgomery Scott LLC 0.01% Reduce -5.6% 10,196 $4.9M
Schonfeld Strategic Advisors LLC 0.03% New 10,184 $4.9M
Vontobel Holding Ltd. 0.02% Reduce -0.4% 10,092 $4.9M
Magnetar Financial LLC 0.13% New 10,035 $4.9M
Nissay Asset Management Corp. /Japan 0.03% Reduce -1.8% 9,716 $4.7M
Strategic Global Advisors, LLC 0.85% Add +4.2% 9,652 $4.7M
Gardner Lewis Asset Management L P 1.17% Add +4.2% 9,542 $4.6M
Yousif Capital Management, LLC 0.05% Reduce -12.4% 9,503 $4.6M
Abn Amro Investment Solutions 0.08% Add +3.7% 9,341 $4.5M
Sone Capital Management, LLC 0.57% — 9,330 $4.5M
Mutual of America Capital Management LLC 0.05% Reduce -2.6% 9,239 $4.5M
Vident Advisory, LLC 0.08% Add +1.8% 8,877 $4.3M
Capstone Investment Advisors, LLC 0.05% Add +776.2% 8,876 $4.3M
Trexquant Investment LP 0.05% New 8,782 $4.3M
Ancora Advisors LLC 0.09% Reduce -1.1% 8,727 $4.2M
Crossmark Global Holdings, Inc. 0.08% Add +101.8% 8,646 $4.2M
Graham Capital Management, L.P. 0.20% New 8,590 $4.2M
Empowered Funds, LLC 0.06% Add +53.4% 8,496 $4.1M
Knollwood Investment Advisory, LLC 0.43% No change 8,424 $4.1M
Commerce Bank 0.03% Reduce -1.3% 8,379 $4.1M
Intech Investment Management LLC 0.04% Add +121.2% 8,362 $4.1M
Shelton Capital Management 0.10% Reduce -11.0% 8,335 $4.0M
Abacus FCF Advisors LLC 0.52% Add +46.6% 8,193 $4.0M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +28.2% 8,082 $3.9M
Vanguard Personalized Indexing Management, LLC 0.06% Add +3.7% 8,049 $3.9M
Thematics Asset Management 0.17% Reduce -0.9% 7,967 $3.9M
CI Investments Inc. 0.01% Add +11.3% 7,741 $3.8M
Douglas Lane & Associates, LLC 0.05% Reduce -3.1% 7,728 $3.7M
Candriam S.C.A. 0.02% Add +18.6% 7,718 $3.7M
Triasima Portfolio Management inc. 0.72% New 7,692 $3.7M
Sanctuary Advisors, LLC 0.02% Reduce -0.6% 6,731 $3.7M
Marshall Wace, LLP 0.00% Add +701.5% 7,574 $3.7M
Public Employees Retirement Association of Colorado 0.01% Reduce -4.4% 7,535 $3.6M
Linden Thomas Advisory Services, LLC 0.46% Reduce -0.7% 7,528 $3.6M
Tidal Investments LLC 0.03% Reduce -14.7% 7,527 $3.6M
Munro Partners 0.13% Add +13.8% 7,515 $3.6M
Signet Financial Management, LLC 0.46% Reduce -0.2% 7,439 $3.6M
Kendall Capital Management 1.05% Add +40.0% 7,413 $3.6M
Crestline Management, L.P. 0.12% Reduce -16.6% 7,411 $3.6M
Occudo Quantitative Strategies LP 0.64% New 7,342 $3.6M
Mizuho Securities USA LLC 0.06% Add +46.3% 7,311 $3.5M
Prescott Group Capital Management, L.L.C. 0.47% No change 7,200 $3.5M
SVB Wealth LLC 0.06% New 7,108 $3.4M
Eukles Asset Management 1.45% Add +1.8% 7,033 $3.4M
Nordea Investment Management AB 0.00% Add +5.1% 6,848 $3.3M
&partners 0.04% Add +56.2% 6,852 $3.3M
Ofi Invest Asset Management 0.08% — 7,084 $3.3M
US Bancorp \de 0.00% Add +27.3% 6,677 $3.2M
Oregon Public Employees Retirement Fund 0.06% Add +0.6% 6,617 $3.2M
Cwm, LLC 0.01% Reduce -5.6% 6,600 $3.2M
Ieq Capital, LLC 0.03% Add +0.1% 6,559 $3.2M
UNIVEST FINANCIAL Corp 0.20% Add +29.9% 6,547 $3.2M
Marks Group Wealth Management, Inc 0.31% Add +2.6% 6,486 $3.1M
Pacer Advisors, Inc. 0.01% Reduce -15.3% 6,412 $3.1M
Federation des caisses Desjardins du Quebec 0.02% Add +8.6% 6,274 $3.0M
Tredje AP-fonden 0.03% Reduce -50.0% 6,273 $3.0M
Gulf International Bank (UK) Ltd 0.08% Reduce -1.1% 6,183 $3.0M
Verition Fund Management LLC 0.02% Add +160.1% 6,165 $3.0M
Canada Post Corp Registered Pension Plan 0.17% — 6,091 $3.0M
Captrust Financial Advisors 0.01% Reduce -14.4% 6,071 $2.9M
AlphaQuest LLC 0.39% New 5,991 $2.9M
Steward Partners Investment Advisory, LLC 0.03% Reduce -8.5% 5,935 $2.9M
Headlands Technologies LLC 0.29% Add +16665.7% 5,868 $2.8M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -1.9% 5,701 $2.8M
Markel Group 0.02% No change 5,700 $2.8M
New Age Alpha Advisors, LLC 0.11% Add +28040.0% 5,628 $2.7M
Nebula Research & Development LLC 0.32% Add +615.0% 5,627 $2.7M
Point72 Asia (Singapore) Pte. Ltd. 0.72% Add +184.1% 5,620 $2.7M
Vinva Investment Management Ltd 0.10% Reduce -48.6% 5,423 $2.6M
Osaic Holdings, Inc. 0.01% Add +30.5% 10,232 $2.6M
Covey Capital Advisors, LLC 2.96% Reduce -8.4% 5,367 $2.6M
Kentucky Retirement Systems 0.08% Reduce -1.4% 5,295 $2.6M
Paralel Advisors LLC 0.11% Add +10.0% 5,269 $2.6M
Smith Salley Wealth Management 0.16% Add +7.6% 5,252 $2.5M
Aft, Forsyth & Sober, LLC 0.82% No change 5,250 $2.5M
McDonald Partners LLC 0.65% Reduce -2.3% 5,225 $2.5M
Arete Wealth Advisors, LLC 0.18% Reduce -1.9% 5,187 $2.5M
Taikang Asset Management (Hong Kong) Co Ltd 0.37% Reduce -21.7% 5,148 $2.5M
Salem Investment Counselors Inc. 0.08% Add +12.5% 5,127 $2.5M
Aigen Investment Management, LP 0.44% Add +1159.5% 5,126 $2.5M
J. Safra Sarasin Holding AG 0.04% New 5,058 $2.5M
GAM Holding AG 0.18% Reduce -5.8% 5,057 $2.4M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -14.1% 4,863 $2.4M
Hartford Investment Management Co. 0.08% Reduce -1.9% 4,765 $2.3M
Keybank National Association 0.01% Reduce -13.4% 4,713 $2.3M
Peapack Gladstone Financial Corp. 0.03% Reduce -8.1% 4,679 $2.3M
Algert Global LLC 0.05% New 4,663 $2.3M
Woodline Partners LP 0.02% New 4,647 $2.3M
Quartz Partners, LLC 1.36% Add +8.2% 4,629 $2.2M
Walleye Capital LLC 0.02% Add +338.4% 4,612 $2.2M
Connecticut Wealth Management, LLC 0.11% Add +0.6% 4,604 $2.2M
Bokf, NA 0.04% Add +42.2% 4,486 $2.2M
Aurora Investment Managers, LLC. 1.37% Reduce -2.7% 4,504 $2.2M
Panagora Asset Management Inc. 0.01% Add +3.8% 4,499 $2.2M
Mercer Global Advisors Inc. 0.01% Add +2.9% 4,454 $2.2M
Sheaff Brock Investment Advisors, LLC 0.19% Reduce -0.1% 4,429 $2.1M
iA Global Asset Management Inc. 0.04% Add +10.4% 4,392 $2.1M
Tower Research Capital LLC (TRC) 0.04% Reduce -37.4% 4,382 $2.1M
Bridgewater Associates 0.01% New 4,380 $2.1M
Portside Wealth Group, LLC 0.35% Reduce -28.2% 4,327 $2.1M
NewEdge Advisors, LLC 0.01% Add +3.4% 4,285 $2.1M
Securian Asset Management, Inc. 0.06% Reduce -2.3% 4,206 $2.0M
Machina Capital S.A.S. 0.86% New 4,195 $2.0M
Motley Fool Asset Management LLC 0.11% Add +14.6% 4,165 $2.0M
Centiva Capital, LP 0.08% New 4,103 $2.0M
Louisiana State Employees Retirement System 0.04% Reduce -4.7% 4,100 $2.0M
Maryland State Retirement & Pension System 0.04% Reduce -6.5% 4,024 $1.9M
QRG Capital Management, Inc. 0.02% Add +31.8% 4,003 $1.9M
Ameritas Investment Partners, Inc. 0.06% Reduce -0.7% 3,952 $1.9M
XTX Topco Ltd 0.16% New 3,943 $1.9M
Norden Group LLC 0.22% Reduce -22.2% 3,929 $1.9M
Point72 (DIFC) Ltd 0.17% Reduce -42.3% 3,889 $1.9M
Fiduciary Trust Co 0.02% Add +0.3% 3,771 $1.8M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -19.5% 3,742 $1.8M
Welch & Forbes LLC 0.02% Add +0.1% 3,715 $1.8M
Point72 Hong Kong Ltd 0.11% Add +1137.5% 3,700 $1.8M
New Mexico Educational Retirement Board 0.06% Reduce -2.7% 3,650 $1.8M
PFG Advisors 0.11% Add +48.2% 3,648 $1.8M
Cardinal Capital Management 0.28% Reduce -0.5% 3,626 $1.8M
Old Mission Capital LLC 0.04% New 3,575 $1.7M
Curi Capital, LLC 0.04% No change 3,564 $1.7M
Bleakley Financial Group, LLC 0.05% Reduce -0.1% 3,546 $1.7M
Focus Partners Wealth 0.00% Add +9.7% 3,497 $1.7M
E. Ohman J:or Asset Management AB 0.04% Add +18.0% 3,480 $1.7M
Metis Global Partners, LLC 0.05% Reduce -1.4% 3,440 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +0.9% 3,379 $1.6M
Norinchukin Bank, The 0.03% Add +7.4% 3,378 $1.6M
Sherbrooke Park Advisers LLC 0.52% New 3,343 $1.6M
Kestra Advisory Services, LLC 0.01% Reduce -21.5% 3,306 $1.6M
Generali Asset Management SPA SGR 0.04% — 3,292 $1.6M
MML Investors Services, LLC 0.01% Reduce -55.7% 3,274 $1.6M
Perigon Wealth Management, LLC 0.04% Reduce -2.5% 3,094 $1.6M
Cunning Capital Partners, LP 0.94% No change 3,235 $1.6M
Campbell & CO Investment Adviser LLC 0.12% New 3,158 $1.5M
Icon Wealth Advisors, LLC 0.13% Reduce -31.5% 3,143 $1.5M
Wealthfront Advisers LLC 0.00% Add +4.2% 3,038 $1.5M
Cornerstone Advisory, LLC 0.16% Add +0.8% 2,803 $1.4M
Nomura Holdings Inc. 0.01% New 2,977 $1.4M
Alliance Wealth Advisors, LLC 0.37% Reduce -33.4% 2,929 $1.4M
TD Private Client Wealth LLC 0.04% Reduce -36.5% 2,905 $1.4M
Main Street Financial Solutions, LLC 0.14% Add +0.6% 2,883 $1.4M
Fortem Financial Group, LLC 0.53% Add +2.6% 2,847 $1.4M
HM Payson & Co. 0.02% Reduce -2.8% 2,737 $1.3M
E Fund Management Co., Ltd. 0.07% Add +15.4% 2,729 $1.3M
Assetmark, Inc. 0.00% Reduce -47.0% 2,729 $1.3M
Empirical Finance, LLC 0.08% Reduce -1.0% 2,710 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +21.2% 2,698 $1.3M
Institute for Wealth Management, LLC. 0.16% No change 2,696 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -58.7% 2,657 $1.3M
Northwest Capital Management Inc 0.55% No change 2,650 $1.3M
Qtron Investments LLC 0.18% Add +10.3% 2,650 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.3% 2,648 $1.3M
Teza Capital Management LLC 0.19% Add +170.5% 2,648 $1.3M
Procyon Advisors, LLC 0.08% Add +1.5% 2,641 $1.3M
Arkadios Wealth Advisors 0.07% Reduce -3.5% 2,544 $1.2M
Choreo, LLC 0.02% Add +9.6% 2,524 $1.2M
Harbor Advisors LLC 0.19% No change 2,500 $1.2M
Venturi Wealth Management, LLC 0.06% Reduce -1.5% 2,493 $1.2M
Vestcor Inc 0.04% Add +14.5% 2,459 $1.2M
Fieldview Capital Management, LLC 0.18% — 2,453 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 2,449 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -15.4% 2,447 $1.2M
Grove Bank & Trust 0.16% Reduce -25.4% 2,437 $1.2M
APG Asset Management US Inc. 0.01% Reduce -65.9% 2,426 $1.2M
Spirepoint Private Client, LLC 0.15% Reduce -8.2% 2,408 $1.2M
Pensionfund Sabic 0.31% Add +71.4% 2,400 $1.2M
Highview Capital Management LLC 0.44% Add +2.4% 2,386 $1.2M
Brevan Howard Capital Management LP 0.03% New 2,348 $1.1M
Ritholtz Wealth Management 0.03% Reduce -1.6% 2,333 $1.1M
GTS Securities LLC 0.05% Add +48.7% 2,309 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +1.5% 2,308 $1.1M
Fifth Third Bancorp 0.00% Reduce -59.5% 2,289 $1.1M
Resonant Capital Advisors, LLC 0.08% Add +1.1% 2,288 $1.1M
Coldstream Capital Management Inc. 0.02% Add +0.5% 2,267 $1.1M
Syntegra Private Wealth Group, LLC 0.12% No change 2,264 $1.1M
Western Financial Corp 0.60% Add +1.0% 2,259 $1.1M
Holocene Advisors, LP 0.00% New 2,253 $1.1M
Allstate Corp. 0.03% New 2,251 $1.1M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -12.2% 2,245 $1.1M
MainStreet Investment Advisors LLC 0.15% Reduce -0.8% 2,240 $1.1M
Virtus Advisers, LLC 0.44% Add +18.7% 2,232 $1.1M
Plato Investment Management Ltd 0.08% No change 2,198 $1.1M
Chicago Capital, LLC 0.03% No change 2,200 $1.1M
Vise Technologies, Inc. 0.09% Add +65.7% 2,186 $1.1M
Nvwm, LLC 0.27% Reduce -0.4% 2,178 $1.1M
First Hawaiian Bank 0.03% Reduce -10.4% 2,159 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Add +21.2% 2,147 $1.0M
Buckhead Capital Management LLC 0.33% No change 2,130 $1.0M
Dynasty Wealth Management, LLC 0.02% Reduce -30.9% 2,130 $1.0M
Principal Securities, Inc. 0.02% Reduce -35.6% 2,120 $1.0M
Connable Office Inc. 0.11% No change 2,100 $1.0M
Pittenger & Anderson Inc. 0.04% Add +22.6% 2,097 $1.0M
Capital Investment Counsel, Inc 0.15% No change 2,090 $1.0M
Equitable Trust Co. 0.06% Reduce -5.8% 2,079 $1.0M
Copperwynd Financial, LLC 0.28% Add +8.1% 2,063 $999K
MorganRosel Wealth Management, LLC 0.33% Add +18.7% 2,056 $996K
Fairhaven Wealth Management, LLC 0.31% Add +2.8% 2,056 $996K
Praxis Investment Management Inc. 0.06% No change 2,010 $974K
Meeder Advisory Services, Inc. 0.06% Add +3.0% 1,999 $968K
Contravisory Investment Management, Inc. 0.20% Reduce -0.3% 1,955 $947K
Wahed Invest LLC 0.15% Add +4.9% 1,918 $929K
Applied Finance Capital Management, LLC 0.04% No change 1,916 $928K
Advisory Services Network, LLC 0.02% Add +27.0% 1,883 $912K
Wedmont Private Capital 0.05% Reduce -1.6% 1,848 $904K
Perpetual Ltd 0.01% Reduce -1.8% 1,851 $897K
Americana Partners, LLC 0.04% Reduce -9.0% 1,850 $896K
Thrive Wealth Management, LLC 0.16% Reduce -3.5% 1,811 $877K
Weaver Capital Management LLC 0.25% Add +25.2% 1,802 $873K
Beacon Pointe Advisors, LLC 0.01% Reduce -11.1% 1,802 $873K
Avitas Wealth Management LLC 0.12% Reduce -2.7% 1,797 $871K
Caprock Group, LLC 0.03% Reduce -3.9% 1,773 $859K
Quantum Portfolio Management LLC 0.46% Add +4.5% 1,768 $857K
Ostrum Asset Management 0.07% Add +5.0% 1,756 $851K
Flagship Private Wealth, LLC 0.41% No change 1,753 $849K
Money Concepts Capital Corp. 0.06% Reduce -0.6% 1,750 $848K
CenterBook Partners LP 0.05% New 1,738 $842K
Sequoia Financial Advisors, LLC 0.01% Add +1.8% 1,731 $839K
V-Square Quantitative Management LLC 0.12% Reduce -4.9% 1,726 $836K
Ellevest, Inc. 0.05% Add +0.3% 1,726 $836K
Schechter Investment Advisors, LLC 0.06% Reduce -25.8% 1,696 $822K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +7.0% 1,643 $796K
Greenleaf Trust 0.01% Add +2.0% 1,636 $793K
Pallas Capital Advisors LLC 0.03% Reduce -25.1% 1,625 $787K
111 Capital 0.16% — 1,614 $782K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.03% Reduce -95.6% 1,600 $775K
Merit Financial Group, LLC 0.01% New 1,593 $772K
Gibbs Wealth Management 0.21% Reduce -10.3% 1,592 $771K
Hilltop Holdings Inc. 0.05% Add +12.7% 1,592 $771K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.7% 1,587 $769K
Axq Capital, LP 0.34% Reduce -19.5% 1,579 $765K
Snowden Capital Advisors LLC 0.02% Reduce -20.1% 1,573 $762K
Caxton Associates LP 0.02% Add +5.4% 1,571 $761K
Sierra Capital LLC 0.09% No change 1,561 $756K
Stephens Inc. 0.01% Reduce -32.3% 1,557 $754K
Fox Run Management, L.L.C. 0.14% Add +52.9% 1,556 $754K
Advisors Asset Management, Inc. 0.01% Reduce -30.4% 1,554 $753K
Elwood & Goetz Wealth Advisory Group, LLC 0.18% Reduce -9.5% 1,551 $751K
Three Seasons Wealth, LLC 0.36% Reduce -18.4% 1,509 $731K
OneDigital Investment Advisors LLC 0.01% Add +2.3% 1,496 $725K
Profund Advisors LLC 0.03% Reduce -8.4% 1,478 $716K
Pitcairn Co. 0.04% Reduce -2.6% 1,473 $714K
Cresset Asset Management, LLC 0.00% Reduce -81.0% 1,467 $711K
Family Office Research LLC 0.31% — 1,467 $711K
HB Wealth Management, LLC 0.01% Add +0.1% 1,466 $710K
Signaturefd, LLC 0.01% Add +5.9% 1,464 $709K
NorthCoast Asset Management LLC 0.00% New 1,461 $708K
Exchange Traded Concepts, LLC 0.01% Add +30.6% 1,452 $703K
Sumitomo Life Insurance Co. 0.01% New 1,452 $703K
Jump Financial, LLC 0.02% Add +86.1% 1,446 $701K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -44.5% 1,428 $692K
Susquehanna Fundamental Investments, LLC 0.01% — 1,425 $690K
Checchi Capital Advisers, LLC 0.05% Reduce -10.2% 1,379 $668K
Dynamic Technology Lab Private Ltd 0.11% Add +6.6% 1,370 $664K
Diversify Wealth Management, LLC 0.05% Reduce -19.9% 1,356 $663K
Gilbert & Cook, Inc. 0.09% Add +1.5% 1,364 $661K
Twin Capital Management Inc. 0.07% Reduce -0.7% 1,348 $653K
Accurate Wealth Management, LLC 0.12% Add +0.5% 1,306 $639K
Personal Cfo Solutions, LLC 0.12% Reduce -24.9% 1,308 $634K
Aptus Capital Advisors, LLC 0.01% Add +49.8% 1,300 $630K
NorthRock Partners, LLC 0.02% Reduce -13.9% 1,290 $625K
Park Avenue Securities LLC 0.01% Reduce -53.6% 1,262 $611K
Mather Group, Llc. 0.01% Add +2.1% 1,257 $609K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.7% 1,252 $606K
Guggenheim Capital LLC 0.01% Reduce -73.7% 1,236 $599K
Smartleaf Asset Management LLC 0.06% Add +255.4% 1,219 $592K
Sterling Capital Management LLC 0.01% Reduce -11.3% 1,221 $592K
GAMMA Investing LLC 0.05% Add +16.0% 1,219 $591K
Sompo Asset Management Co., Ltd. 0.10% Add +1.7% 1,210 $586K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -3.0% 1,206 $584K
CX Institutional 0.02% Add +0.6% 1,204 $583K
Raiffeisen Bank International AG 0.01% — 1,200 $583K
Board of the Pension Protection Fund 0.67% — 1,200 $581K
Thoroughbred Financial Services, LLC 0.04% Reduce -1.0% 1,199 $580K
Citizens Financial Group Inc. 0.01% Add +26.4% 1,197 $580K
HighPoint Advisor Group LLC 0.03% Reduce -6.2% 1,105 $577K
Aft, Forsyth & Company, Inc. 0.28% Reduce -1.3% 1,170 $567K
Lido Advisors, LLC 0.00% Reduce -2.1% 1,150 $557K
Mufg Securities Americas Inc. 0.07% — 1,139 $552K
D.A. Davidson & Co. 0.00% Add +2.6% 1,137 $551K
Transcend Capital Advisors, LLC 0.04% Reduce -0.9% 1,131 $548K
First Horizon Advisors, Inc. 0.02% Reduce -0.3% 1,126 $546K
Atria Wealth Solutions, Inc. 0.01% Reduce -64.5% 1,123 $544K
Regions Financial Corp. 0.00% Reduce -61.1% 1,117 $541K
Globeflex Capital L P 0.05% No change 1,115 $540K
Tranquility Partners, LLC 0.20% Reduce -2.8% 1,106 $536K
Huntington National Bank 0.01% Reduce -9.7% 1,105 $535K
Savant Capital, LLC 0.00% Add +15.1% 1,104 $535K
Independent Advisor Alliance 0.01% Add +28.8% 1,097 $531K
Wealth Alliance, LLC 0.06% Reduce -11.2% 1,083 $525K
Unique Wealth Strategies, LLC 0.23% Add +4.8% 1,081 $524K
Baker Tilly Wealth Management, LLC 0.21% Reduce -5.6% 1,080 $523K
Liberty Capital Management, Inc. 0.12% No change 1,080 $523K
Apollon Wealth Management, LLC 0.01% Add +5.4% 1,069 $518K
Horizon Investments, LLC 0.01% Add +0.6% 1,050 $509K
Intellectus Partners, LLC 0.11% Reduce -27.3% 1,046 $507K
Monument Capital Management 0.14% Reduce -0.8% 1,045 $506K
AXS Investments LLC 0.14% Reduce -71.8% 1,039 $503K
Wallace Advisory Group, LLC 0.34% Add +2.7% 984 $499K
Stratos Wealth Advisors, LLC 0.02% Reduce -0.1% 1,012 $490K
Bryce Point Capital, LLC 0.14% — 1,002 $485K
Scientech Research LLC 0.14% Add +15.4% 997 $483K
Canandaigua National Bank & Trust Co. 0.05% Reduce -32.9% 993 $481K
Financial Advisors Network, Inc. 0.08% — 992 $481K
Rossby Financial, LCC 0.30% — 989 $479K
Graypoint LLC 0.03% Reduce -19.2% 985 $477K
Wolverine Asset Management LLC 0.04% No change 982 $476K
NEOS Investment Management LLC 0.01% Reduce -0.7% 965 $468K
Westpac Banking Corp. 0.03% Reduce -1.4% 960 $465K
Dark Forest Capital Management LP 0.07% Reduce -16.3% 959 $465K
Keudell/Morrison Wealth Management 0.12% Reduce -14.2% 954 $462K
DRW Securities, LLC 0.03% Add +110.5% 945 $458K
Syon Capital LLC 0.04% Reduce -3.3% 944 $457K
Haverford Trust Co 0.00% No change 942 $456K
Avestar Capital, LLC 0.04% Add +15.2% 934 $452K
Ascent Group, LLC 0.03% Add +4.7% 929 $450K
Gateway Investment Advisers LLC 0.01% New 928 $450K
Forum Financial Management, LP 0.01% No change 925 $448K
Trust Asset Management LLC 0.04% No change 923 $447K
Equitable Holdings, Inc. 0.00% New 917 $444K
Harbor Capital Advisors, Inc. 0.02% Add +2.5% 917 $444K
Callan Family Office, LLC 0.03% New 912 $442K
Hengehold Capital Management LLC 0.04% Add +52.3% 911 $441K
Balyasny Asset Management L.P. 0.00% Reduce -98.3% 909 $440K
Valeo Financial Advisors, LLC 0.01% Add +0.9% 907 $439K
Wrapmanager Inc. 0.11% Reduce -19.6% 903 $437K
Great Valley Advisor Group, Inc. 0.01% New 900 $436K
Edgestream Partners, L.P. 0.02% Reduce -90.1% 889 $431K
Trust Point Inc. 0.03% Add +16.2% 867 $420K
Avantax Advisory Services, Inc. 0.00% Reduce -48.0% 865 $419K
Diversify Advisory Services, LLC 0.02% Reduce -20.9% 848 $415K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -33.9% 854 $414K
Triglav Investments, D.O.O. 0.03% — 850 $412K
Integrated Wealth Concepts LLC 0.00% Reduce -1.2% 850 $412K
Lecap Asset Management Ltd. 0.11% New 842 $408K
Dorsey & Whitney Trust CO LLC 0.02% Add +2.5% 826 $400K
DAVENPORT & Co LLC 0.00% Add +1.1% 826 $400K
Fidelis Capital Partners, LLC 0.04% Add +3.6% 720 $394K
Private Advisor Group, LLC 0.00% Reduce -9.8% 813 $394K
Burns Matteson Capital Management, LLC 0.22% Reduce -3.3% 813 $394K
Brown Brothers Harriman & Co. 0.00% Add +12.6% 813 $394K
ClearAlpha Technologies LP 0.34% Reduce -10.9% 812 $393K
St Germain D J Co. Inc. 0.02% No change 812 $393K
Olympiad Research LP 0.41% New 804 $390K
FORA Capital, LLC 0.04% Reduce -88.9% 803 $389K
Farther Finance Advisors, LLC 0.01% Reduce -11.2% 802 $388K
Phoenix Financial Ltd. 0.01% Add +26.7% 797 $386K
Wealthspire Advisors, LLC 0.00% Add +1.8% 794 $385K
Arlington Financial Advisors, LLC 0.07% No change 779 $377K
Cigna Investments Inc. 0.07% Reduce -1.5% 779 $377K
Riverwater Partners LLC 0.18% Add +0.1% 775 $375K
Haven Private, LLC 0.21% — 767 $372K
EP Wealth Advisors, LLC 0.00% Reduce -26.8% 762 $369K
Nicolet Advisory Services, LLC 0.03% Reduce -9.5% 755 $369K
TD Waterhouse Canada Inc. 0.00% Add +3.1% 758 $367K
Entropy Technologies, LP 0.04% New 756 $366K
Shell Asset Management Co. 0.02% Reduce -6.4% 745 $361K
Cadent Capital Advisors, LLC 0.13% No change 745 $361K
Permanent Capital Management, LP 0.11% — 745 $361K
Johnson Investment Counsel Inc. 0.00% Reduce -21.8% 743 $360K
Signal Advisors Wealth, LLC 0.04% Add +7.4% 741 $359K
Impact Capital Partners LLC 0.13% — 740 $359K
Parallel Advisors, LLC 0.01% Add +2.9% 737 $357K
Blueshift Asset Management, LLC 0.13% Reduce -61.6% 736 $357K
Whittier Trust Co. of Nevada Inc. 0.01% No change 736 $357K
Two Sigma Securities, LLC 0.06% Reduce -12.9% 730 $354K
RMR Wealth Builders 0.04% No change 725 $351K
Moors & Cabot, Inc. 0.02% Add +0.4% 721 $349K
EntryPoint Capital, LLC 0.15% New 719 $348K
Waverly Advisors, LLC 0.01% New 718 $348K
One Wealth Capital Management, LLC 0.17% — 706 $342K
Supplemental Annuity Collective Trust of NJ 0.10% No change 700 $339K
Alps Advisors Inc. 0.00% No change 700 $339K
Occidental Asset Management, LLC 0.05% Add +56.5% 690 $334K
Hutchens & Kramer Investment Management Group, LLC 0.18% Reduce -38.3% 689 $334K
Prelude Capital Management, LLC 0.03% New 689 $334K
Renasant Bank 0.22% Add +1.3% 687 $333K
Net Worth Advisory Group 0.10% Add +0.4% 686 $332K
Strive Asset Management, LLC 0.25% — 676 $328K
JFG Wealth Management, LLC 0.07% New 665 $322K
Salvus Wealth Management, LLC 0.21% Add +0.6% 664 $322K
Larson Financial Group LLC 0.02% Reduce -23.7% 664 $322K
Quadrant Capital Group LLC 0.02% Reduce -1.6% 661 $320K
GeoWealth Management, LLC 0.01% Reduce -23.0% 660 $320K
BSW Wealth Partners 0.05% Add +2.2% 660 $320K
MilWealth Group LLC 0.09% Reduce -8.3% 654 $317K
Lakewood Asset Management LLC 0.22% No change 651 $315K
Opal Wealth Advisors, LLC 0.09% Reduce -11.4% 650 $315K
Wolverine Trading, LLC 0.01% New 645 $313K
Harvest Fund Management Co., Ltd 0.01% No change 644 $312K
Diversified Enterprises, LLC 0.03% No change 641 $311K
Brighton Jones LLC 0.01% New 637 $309K
MinichMacGregor Wealth Management, LLC 0.06% No change 630 $305K
Osborne Partners Capital Management, LLC 0.02% Reduce -13.8% 625 $303K
Rehmann Capital Advisory Group 0.02% Add +0.5% 620 $300K
Fifth Third Wealth Advisors LLC 0.02% Reduce -1.3% 610 $296K
Castleview Partners, LLC 0.16% Reduce -35.6% 611 $295K
Tectonic Advisors LLC 0.02% Reduce -33.6% 609 $295K
Concurrent Investment Advisors, LLC 0.01% Reduce -14.4% 607 $294K
Summit Financial, LLC 0.01% Add +0.5% 605 $293K
Cynosure Group, LLC 0.04% Reduce -23.2% 602 $292K
Geller Advisors LLC 0.02% Reduce -2.9% 601 $291K
R Squared Ltd 0.28% — 600 $291K
Capital Asset Advisory Services LLC 0.01% Reduce -5.5% 590 $287K
One Wealth Advisors, LLC 0.04% No change 591 $286K
Lake Street Advisors Group, LLC 0.01% Reduce -2.2% 590 $286K
Axxcess Wealth Management, LLC 0.01% Reduce -5.5% 590 $286K
Fielder Capital Group LLC 0.09% Reduce -0.3% 586 $284K
Summit Creek Advisors LLC 0.04% No change 583 $282K
Sagespring Wealth Partners, LLC 0.01% — 583 $282K
Johnson Financial Group, Inc. 0.01% Add +11.7% 515 $280K
Allworth Financial LP 0.00% Reduce -10.3% 532 $279K
Florida Financial Advisors, LLC 0.12% Add +11.8% 568 $275K
Premier Path Wealth Partners, LLC 0.04% Add +3.3% 565 $274K
Compound Planning, Inc. 0.01% Add +23.6% 565 $274K
Northwest & Ethical Investments L.P. 0.01% No change 560 $271K
Mutual Advisors, LLC 0.01% Reduce -2.6% 528 $270K
UMB Bank, n.a. 0.00% Add +5.9% 553 $268K
Legacy Capital Wealth Partners, LLC 0.07% New 547 $265K
Penserra Capital Management LLC 0.00% Add +51.7% 546 $263K
Oarsman Capital, Inc. 0.05% No change 537 $260K
D'Orazio & Associates, Inc. 0.04% Reduce -0.2% 536 $260K
James J. Burns & Company, LLC 0.04% No change 527 $256K
Ifrah Financial Services, Inc. 0.07% Reduce -5.4% 528 $256K
Shufro Rose & Co. LLC 0.02% Reduce -39.5% 525 $254K
Chicago Partners Investment Group LLC 0.01% Reduce -7.9% 511 $253K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -23.4% 522 $253K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 520 $252K
Court Place Advisors, LLC 0.08% No change 519 $251K
OneAscent Financial Services LLC 0.02% New 518 $251K
Berger Financial Group, Inc 0.02% Reduce -1.7% 517 $250K
Gen-Wealth Partners Inc 0.11% Add +2.6% 516 $250K
Composition Wealth, LLC 0.01% Reduce -6.0% 515 $250K
Keel Point, LLC 0.02% Add +5.5% 514 $249K
Roehl & Yi Investment Advisors, LLC 0.14% — 512 $248K
Mgo One Seven LLC 0.01% Add +2.0% 511 $248K
Cornerstone Select Advisors, LLC 0.24% — 510 $247K
Ascentis Wealth Management, LLC 0.09% Reduce -20.2% 510 $247K
MGB Wealth Management, LLC 0.08% New 509 $247K
Prime Capital Investment Advisors, LLC 0.00% Add +0.4% 509 $247K
Optimist Retirement Group LLC 0.12% Add +2.2% 508 $246K
Jones Financial Companies LLLP 0.00% Add +154.3% 506 $245K
American Institute for Advanced Investment Management, LLP 0.18% No change 500 $242K
Park Place Capital Corp 0.07% No change 500 $242K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -16.7% 500 $242K
Quent Capital, LLC 0.03% Add +0.8% 499 $242K
Cary Street Partners Investment Advisory LLC 0.16% Reduce -8.0% 496 $240K
Tradition Wealth Management, LLC 0.02% No change 496 $240K
Mitchell Capital Management Co. 0.04% No change 491 $238K
Spreng Capital Management, Inc. 0.11% No change 490 $237K
Stevens Capital Management LP 0.09% Reduce -36.4% 483 $234K
Atlantic Union Bankshares Corp 0.01% No change 476 $231K
Ballentine Partners, LLC 0.00% Add +10.8% 473 $229K
Claret Asset Management Corp 0.04% Add +0.6% 472 $229K
Baron Wealth Management LLC 0.11% Reduce -2.1% 471 $228K
Strategic Blueprint, LLC 0.01% Reduce -16.3% 471 $228K
Cassaday & Co Wealth Management LLC 0.01% No change 460 $223K
Wellspring Financial Advisors, LLC 0.02% Reduce -0.7% 460 $223K
Lansing Street Advisors 0.08% New 458 $222K
Exencial Wealth Advisors, LLC 0.01% Reduce -29.5% 457 $221K
Legacy Private Trust Co. 0.01% Add +13.8% 455 $220K
Jane Street Group, LLC 0.00% Reduce -97.7% 454 $220K
Howard Capital Management, LLC 0.00% Add +4.4% 452 $219K
Wedbush Securities Inc. 0.01% Reduce -10.7% 450 $218K
Blossom Wealth Management 0.42% No change 447 $217K
Natixis 0.00% Reduce -95.4% 446 $216K
Aaron Wealth Advisors LLC 0.02% Reduce -23.1% 443 $215K
GenTrust, LLC 0.01% Add +7.0% 443 $215K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 442 $214K
Verdence Capital Advisors LLC 0.02% Reduce -1.4% 439 $213K
Northstar Group, Inc. 0.04% No change 438 $212K
Fund 1 Investments, LLC 0.03% New 438 $212K
Tiaa Trust, National Association 0.00% Reduce -42.1% 438 $212K
Diversified Trust Co. 0.01% Add +10.6% 438 $212K
Bridges Investment Management Inc. 0.00% No change 436 $211K
Longboard Asset Management, LP 0.55% — 431 $209K
EverSource Wealth Advisors, LLC 0.01% Add +7.1% 424 $205K
Kingswood Wealth Advisors, LLC 0.02% Reduce -76.3% 422 $204K
Waldron Private Wealth LLC 0.01% No change 421 $204K
Panoramic Capital Partners, LLC 0.18% — 418 $203K
Acadian Asset Management LLC 0.00% Reduce -89.7% 397 $191K
CENTRAL TRUST Co 0.00% Reduce -13.8% 382 $185K
IFP Advisors, Inc 0.01% Add +100.0% 382 $185K
Brooklyn Investment Group 0.05% Add +2.2% 376 $182K
Blue Trust, Inc. 0.00% Reduce -69.5% 344 $167K
Whittier Trust Co. 0.00% Reduce -24.9% 343 $166K
Evergreen Private Wealth LLC 0.07% Add +0.6% 329 $159K
Private Trust Co. NA 0.02% Add +9.3% 307 $149K
Hanson & Doremus Investment Management 0.02% New 300 $145K
Simplex Trading, LLC 0.00% Add +577.3% 298 $144K
Aster Capital Management (DIFC) Ltd 0.05% Reduce -71.0% 297 $144K
Sentry Investment Management LLC 0.07% Reduce -13.9% 296 $143K
Sunbelt Securities, Inc. 0.01% Reduce -6.6% 283 $137K
Ogorek Anthony Joseph /NY/ 0.04% No change 282 $136K
Global Retirement Partners, LLC 0.00% Add +14.1% 276 $134K
CVA Family Office, LLC 0.02% Add +4.0% 262 $127K
E Fund Management (Hong Kong) Co., Ltd. 0.10% No change 261 $126K
Clearstead Advisors, LLC 0.00% Reduce -21.4% 260 $126K
State of Wyoming 0.02% New 259 $125K
Aventura Private Wealth, LLC 0.06% — 241 $117K
Rothschild Investment LLC 0.01% Add +1.3% 233 $113K
WPG Advisers, LLC 0.10% — 231 $112K
Zions Bancorporation, N.A. 0.01% No change 230 $111K
Cromwell Holdings LLC 0.06% No change 224 $109K
Lindbrook Capital, LLC 0.01% Add +3.7% 222 $108K
AdvisorNet Financial, Inc 0.01% Reduce -7.7% 216 $105K
Ritter Daniher Financial Advisory LLC / DE 0.03% Reduce -9.8% 211 $102K
Wintrust Investments LLC 0.09% Reduce -28.6% 210 $101K
Caldwell Trust Co 0.01% No change 200 $97K
Alaska Permanent Fund Corp 0.00% No change 195 $94K
Natixis Investment Managers International 0.01% No change 186 $90K
Creative Financial Designs Inc. 0.01% Add +2.4% 173 $84K
Hexagon Capital Partners LLC 0.01% Add +542.3% 167 $81K
Tortoise Investment Management, LLC 0.01% Reduce -38.2% 157 $76K
Pin Oak Investment Advisors Inc. 0.07% No change 149 $76K
Tobam 0.02% No change 150 $73K
Hurley Capital, LLC 0.06% — 149 $73K
Asset Dedication, LLC 0.01% No change 148 $72K
LGT Financial Advisors LLC 0.15% No change 142 $69K
Parkside Financial Bank & Trust 0.01% No change 128 $62K
Bell Investment Advisors, Inc 0.01% No change 126 $61K
JFS Wealth Advisors, LLC 0.00% Reduce -1.6% 121 $59K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 120 $58K
Promus Capital, LLC 0.04% — 118 $57K
Versant Capital Management, Inc 0.01% Add +10.4% 117 $57K
WASHINGTON TRUST Co 0.00% Add +10.9% 112 $54K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -32.0% 106 $51K
Caitong International Asset Management Co., Ltd 0.05% — 103 $50K
Arax Advisory Partners 0.00% Reduce -8.1% 102 $49K
SBI Securities Co., Ltd. 0.00% — 101 $49K
Van Hulzen Asset Management, LLC 0.00% New 100 $48K
Hilltop National Bank 0.01% Reduce -8.4% 98 $47K
Colonial Trust Co / SC 0.01% Add +17.3% 95 $46K
Fortitude Family Office, LLC 0.02% Reduce -10.6% 93 $45K
Cornerstone Planning Group LLC 0.01% No change 79 $42K
Clark Wealth Partners 0.03% — 87 $42K
Coston, McIsaac & Partners 0.01% No change 88 $42K
Itau Unibanco Holding S.A. 0.00% Add +453.3% 83 $40K
Hemington Wealth Management 0.01% Add +10.7% 83 $40K
Central Pacific Bank - Trust Division 0.01% Reduce -20.0% 80 $39K
Sugarloaf Wealth Management, LLC 0.01% No change 78 $38K
Harbor Investment Advisory, LLC 0.00% No change 77 $37K
Stuart Chaussee & Associates, Inc. 0.01% No change 72 $35K
Ransom Advisory, Ltd 0.02% No change 70 $34K
Concourse Financial Group Securities, Inc. 0.00% Add +113.3% 64 $34K
MV Capital Management, Inc. 0.00% No change 68 $33K
Smithfield Trust Co 0.00% No change 66 $32K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -32.0% 66 $32K
West Branch Capital LLC 0.01% No change 65 $31K
Pacifica Partners Inc. 0.01% Reduce -7.1% 65 $31K
MCF Advisors LLC 0.00% No change 60 $29K
Financial Network Wealth Advisors LLC 0.05% Reduce -54.5% 60 $29K
ORG Partners LLC 0.00% No change 60 $29K
Trust Co. of Vermont 0.00% No change 60 $29K
Kestra Investment Management, LLC 0.00% New 60 $29K
Frazier Financial Advisors, LLC 0.02% Reduce -23.4% 59 $29K
Tradewinds Capital Management, LLC 0.01% Add +16.0% 58 $28K
Cary Street Partners Financial LLC 0.00% — 56 $27K
Farmers & Merchants Investments Inc. 0.00% No change 55 $27K
Clearstead Trust, LLC 0.01% No change 51 $25K
Eastern Bank 0.00% No change 51 $25K
Caitlin John, LLC 0.02% No change 50 $24K
Montag A & Associates Inc. 0.00% No change 50 $24K
CoreCap Advisors, LLC 0.00% No change 50 $24K
Covestor Ltd 0.02% Reduce -13.8% 50 $24K
2UniFi Bank 0.02% — 49 $24K
Rise Advisors, LLC 0.01% Add +2.2% 46 $22K
Key Financial Inc 0.01% Add +206.7% 46 $22K
Riverview Trust Co 0.02% No change 44 $21K
Armstrong Advisory Group, Inc. 0.00% No change 44 $21K
Private Wealth Management Group, LLC 0.01% No change 43 $21K
Investment Research & Advisory Group, Inc. 0.01% No change 43 $21K
Raleigh Capital Management Inc. 0.01% Reduce -14.3% 42 $20K
Capital Advisors, Ltd. LLC 0.00% No change 42 $20K
Rakuten Securities, Inc. 0.01% Add +1900.0% 40 $19K
Gables Capital Management Inc. 0.01% No change 39 $19K
J.Safra Asset Management Corp 0.00% No change 38 $18K
GW&K Investment Management, LLC 0.00% Add +5.7% 37 $18K
Sierra Ocean, LLC 0.01% — 35 $17K
Millstone Evans Group, LLC 0.01% — 35 $17K
Aspect Partners, LLC 0.01% No change 35 $17K
Mechanics Financial Corp 0.01% No change 35 $17K
Red Tortoise LLC 0.01% No change 34 $16K
Quarry LP 0.00% New 34 $16K
Talon Private Wealth, LLC 0.00% No change 33 $16K
Putney Financial Group LLC 0.01% — 30 $15K
Capital & Planning, LLC 0.01% — 30 $15K
Kings Path Partners LLC 0.01% No change 30 $15K
Spire Wealth Management 0.00% Reduce -40.8% 29 $14K
Robbins Farley 0.01% No change 25 $12K
Abound Wealth Management 0.00% Add +26.3% 24 $12K
Kiely Wealth Advisory Group, Inc. 0.01% No change 22 $12K
Glen Eagle Advisors, LLC 0.00% No change 23 $11K
Criterion Capital Advisors, LLC 0.01% No change 24 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 22 $11K
Bayforest Capital Ltd 0.01% — 22 $11K
Stance Capital LLC 0.01% — 22 $11K
CNB Bank 0.01% No change 22 $11K
Proffitt & Goodson Inc. 0.00% No change 20 $10K
Truvestments Capital LLC 0.00% No change 20 $10K
Dunhill Financial, LLC 0.00% Add +25.0% 20 $10K
Bruce G. Allen Investments, LLC 0.01% No change 19 $9K
Sachetta, LLC 0.00% Add +11.8% 19 $9K
Compass Wealth Management LLC 0.00% No change 19 $9K
Eagle Bay Advisors LLC 0.00% No change 16 $8K
LRI Investments, LLC 0.00% No change 16 $8K
Carolinas Wealth Consulting LLC 0.00% No change 15 $7K
Manchester Capital Management LLC 0.00% No change 15 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 15 $7K
Bogart Wealth, LLC 0.00% Add +87.5% 15 $7K
Coppell Advisory Solutions LLC 0.00% Add +27.3% 14 $7K
Global Financial Private Client, LLC 0.00% Add +27.3% 14 $7K
Plante Moran Financial Advisors, LLC 0.00% New 14 $7K
Oakworth Capital, Inc. 0.00% Reduce -13.3% 13 $6K
Global Wealth Strategies & Associates 0.00% No change 12 $6K
Concord Wealth Partners 0.00% No change 12 $6K
Harbour Investments, Inc. 0.00% Add +20.0% 12 $6K
Trifecta Capital Advisors, LLC 0.00% Reduce -72.5% 11 $5K
Minot DeBlois Advisors LLC 0.00% — 11 $5K
Carolina Wealth Advisors, LLC 0.00% No change 11 $5K
FSA Wealth Management LLC 0.00% No change 11 $5K
Anfield Capital Management, LLC 0.00% No change 11 $5K
Hollencrest Capital Management 0.00% No change 11 $5K
Avior Wealth Management, LLC 0.00% Reduce -15.4% 11 $5K
Rogco, LP 0.00% No change 10 $5K
Prestige Wealth Management Group LLC 0.00% No change 10 $5K
SOA Wealth Advisors, LLC. 0.00% No change 10 $5K
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 10 $5K
Halbert Hargrove Global Advisors, LLC 0.00% New 9 $4K
Geneos Wealth Management Inc. 0.00% Reduce -60.9% 9 $4K
Albion Financial Group 0.00% No change 8 $4K
Altshuler Shaham Ltd 0.00% No change 8 $4K
Bellevue Asset Management, LLC 0.00% No change 7 $3K
Tucker Asset Management LLC 0.00% No change 7 $3K
Solstein Capital, LLC 0.00% No change 6 $3K
Continuum Advisory, LLC 0.00% No change 6 $3K
Raffa Wealth Management, LLC 0.00% Reduce -28.6% 5 $2K
TD Capital Management LLC 0.00% No change 5 $2K
Leonteq Securities AG 0.00% No change 5 $2K
Cullen/Frost Bankers, Inc. 0.00% Reduce -97.3% 5 $2K
Avion Wealth 0.00% Add +20.0% 6 $2K
Sanctuary Wealth Management, L.L.C. 0.00% No change 4 $2K
Whipplewood Advisors, LLC 0.00% — 4 $2K
True Wealth Design, LLC 0.00% Reduce -95.9% 4 $2K
WR Wealth Planners, LLC 0.00% No change 4 $2K
West Paces Advisors Inc. 0.00% No change 4 $2K
Lanark Financial, Inc. 0.14% — 3 $2K
WealthTrak Capital Management LLC 0.00% — 3 $1K
Wolff Wiese Magana LLC 0.00% No change 3 $1K
TFC Financial Management, Inc. 0.00% No change 3 $1K
Principia Wealth Advisory, LLC 0.00% — 3 $1K
Sittner & Nelson, LLC 0.00% New 3 $1K
Cassady Schiller Wealth Management, LLC 0.00% New 3 $1K
BankPlus Trust Department 0.00% — 3 $1K
Golden State Wealth Management, LLC 0.00% — 3 $1K
North Star Investment Management Corp. 0.00% No change 3 $1K
Fairman Group, LLC 0.00% Reduce -60.0% 2 $969
Parkworth Wealth Management, Inc. 0.00% — 2 $969
Cape Investment Advisory, Inc. 0.00% New 2 $969
NewSquare Capital LLC 0.00% New 2 $969
Avalon Trust Co 0.00% New 2 $969
Winnacle Wealth LLC 0.00% — 2 $679
Breakwater Investment Management 0.00% No change 1 $485
HHM Wealth Advisors, LLC 0.00% New 1 $485
BOK Financial Private Wealth, Inc. 0.00% New 1 $485
Chesapeake Asset Management LLC 0.00% No change 1 $484
Sugar Maple Asset Management, LLC 0.00% New 1 $484
Highline Wealth Partners LLC 0.00% No change 1 $484
Activest Wealth Management 0.00% New 1 $484
Logan Capital Management Inc. 0.00% New 1 $484
Wood Tarver Financial Group, LLC 0.00% — 2 $0

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