InvescoIVZ
13F holders, Q4 2024 (December 31)525holders +32
56new positions
44sold out
11famous investors
$17.49avg. 13F price*
At the end of Q4 2024, 525 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 32 from Q3 2024. 56 opened new positions and 44 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($1.4B), BlackRock, Inc. ($960.7M) and Vanguard Group Inc. ($900.1M). 11 famous investors held it, including Nelson Peltz (10.4% of Trian Fund Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Invesco Ltd.
- Sector
- Finance
- CUSIP
- G491BT108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $43.2M |
| Exits | 44 | $74.3M |
All 13F filers, Q3 2024 → Q4 2024: 27,864,219 shares bought and 14,501,037 shares sold, net +13,363,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Massachusetts Mutual Life Insurance Co. | 79.57% | Reduce 0.0% | 81,332,319 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +0.5% | 54,958,226 | $960.7M |
| Vanguard Group Inc. | 0.02% | Add +0.8% | 51,494,654 | $900.1M |
| Trian Fund Management | 10.44% | No change | 23,173,442 | $405.1M |
| State Street Corp. | 0.01% | Add +2.8% | 21,643,544 | $378.3M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.4% | 20,104,545 | $351.4M |
| Geode Capital Management, LLC | 0.01% | Add +1.3% | 10,383,206 | $181.3M |
| AQR Capital Management | 0.18% | Add +38.5% | 8,145,596 | $142.4M |
| Millennium Management | 0.11% | Reduce -27.9% | 7,235,113 | $126.5M |
| Alliancebernstein L.P. | 0.04% | Add +0.5% | 6,380,191 | $111.5M |
| Northern Trust Corp. | 0.02% | Add +15.1% | 6,361,463 | $111.2M |
| Morgan Stanley | 0.01% | Add +9.0% | 5,965,019 | $104.3M |
| Fisher Asset Management | 0.03% | Reduce -0.2% | 4,533,275 | $79.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.6% | 4,423,332 | $77.3M |
| Two Sigma Advisers, LP | 0.15% | Add +14.1% | 3,768,900 | $65.9M |
| UBS Group AG | 0.01% | Add +132.6% | 3,632,451 | $63.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -19.7% | 3,519,770 | $61.5M |
| Deutsche Bank AG | 0.02% | Add +58.6% | 3,334,598 | $58.3M |
| Norges Bank | 0.01% | Add +37.9% | 3,287,134 | $57.5M |
| Citadel Advisors | 0.05% | Add +409.6% | 2,871,338 | $50.2M |
| Voloridge Investment Management, LLC | 0.17% | Reduce -11.7% | 2,713,138 | $47.4M |
| Barclays PLC | 0.02% | Add +12.6% | 2,662,773 | $46.5M |
| Bank of New York Mellon Corp | 0.01% | Add +4.5% | 2,613,488 | $45.7M |
| Amundi | 0.02% | Add +124.7% | 2,653,259 | $45.4M |
| Two Sigma Investments, LP | 0.10% | Reduce -14.0% | 2,333,706 | $40.8M |
| BNP Paribas Financial Markets | 0.03% | Add +51.8% | 2,150,910 | $37.6M |
| Point72 Asset Management | 0.10% | Reduce -36.5% | 2,041,010 | $35.7M |
| CIBC Private Wealth Group LLC | 0.05% | Add +2385.0% | 1,711,519 | $29.3M |
| Letko, Brosseau & Associates Inc. | 0.54% | Reduce -1.0% | 1,609,738 | $28.1M |
| Macquarie Group Ltd. | 0.03% | Add +4.3% | 1,361,568 | $23.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +2.4% | 1,294,262 | $22.6M |
| JPMorgan Chase & Co. | 0.00% | Add +17.1% | 1,285,609 | $22.5M |
| Squarepoint Ops LLC | 0.06% | Reduce -22.5% | 1,245,839 | $21.8M |
| Bank of America Corp. | 0.00% | Reduce -17.7% | 1,233,234 | $21.6M |
| Swiss Life Asset Management Ltd | 0.15% | Add +435.3% | 1,180,076 | $20.6M |
| Azora Capital LP | 0.92% | Reduce -24.7% | 1,170,658 | $20.5M |
| Royal Bank of Canada | 0.00% | Add +201.1% | 1,035,657 | $18.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.6% | 1,033,982 | $18.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +965.1% | 991,281 | $17.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.3% | 973,351 | $17.0M |
| HSBC Holdings PLC | 0.01% | Add +45.2% | 929,511 | $16.2M |
| Allianz Asset Management GmbH | 0.02% | Add +46.8% | 919,311 | $16.1M |
| Man Group plc | 0.05% | Add +24.5% | 904,505 | $15.8M |
| Pzena Investment Management LLC | 0.05% | No change | 886,851 | $15.5M |
| AE Wealth Management LLC | 0.13% | Add +42.6% | 864,456 | $15.1M |
| Cerity Partners LLC | 0.03% | Add +10.8% | 800,198 | $14.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +56.2% | 764,592 | $13.4M |
| Swiss National Bank | 0.01% | Add +0.8% | 663,800 | $11.6M |
| Canada Pension Plan Investment Board | 0.01% | Add +216.3% | 661,800 | $11.6M |
| Legal & General Group Plc | 0.00% | Add +8.4% | 659,534 | $11.5M |
| Rhumbline Advisers | 0.01% | Reduce -2.4% | 656,674 | $11.5M |
| Wealthcare Capital Management LLC | 1.11% | Reduce -5.0% | 630,545 | $11.0M |
| Channing Capital Management, LLC | 0.29% | Reduce -1.3% | 622,217 | $10.9M |
| Trexquant Investment LP | 0.12% | Reduce -11.6% | 583,253 | $10.2M |
| California Public Employees Retirement System | 0.01% | Reduce -13.1% | 546,535 | $9.6M |
| National Bank of Canada | 0.01% | Add +124.5% | 527,651 | $9.2M |
| Algert Global LLC | 0.21% | Add +5.6% | 508,157 | $8.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.5% | 504,259 | $8.8M |
| FMR LLC | 0.00% | Reduce -2.8% | 490,425 | $8.6M |
| Ieq Capital, LLC | 0.08% | Add +635.9% | 490,242 | $8.6M |
| Olstein Capital Management, L.P. | 1.45% | Reduce -4.5% | 470,000 | $8.2M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 452,094 | $7.9M |
| Bank of Montreal | 0.00% | Add +13.6% | 437,294 | $7.6M |
| Natixis | 0.05% | Reduce -33.0% | 432,310 | $7.6M |
| Toronto Dominion Bank | 0.01% | Add +160.2% | 430,851 | $7.5M |
| LBP Am SA | 0.10% | New | 413,118 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Add +2.4% | 391,285 | $6.8M |
| Bank of Nova Scotia | 0.01% | Reduce -40.7% | 390,676 | $6.8M |
| State of Tennessee, Department of Treasury | 0.02% | Add +23.3% | 378,246 | $6.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -10.7% | 373,626 | $6.5M |
| Wesleyan Assurance Society | 0.50% | Reduce -7.8% | 372,873 | $6.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | No change | 334,951 | $5.9M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +734.2% | 329,412 | $5.8M |
| Susquehanna Fundamental Investments, LLC | 0.10% | — | 328,646 | $5.7M |
| Cacti Asset Management LLC | 0.43% | No change | 326,281 | $5.7M |
| Quantinno Capital Management LP | 0.06% | Add +32.5% | 325,430 | $5.7M |
| Tudor Investment Corporation | 0.06% | Add +64.5% | 322,781 | $5.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.9% | 322,520 | $5.6M |
| Live Oak Private Wealth LLC | 0.94% | Reduce -1.3% | 320,171 | $5.6M |
| Vontobel Holding Ltd. | 0.02% | Add +14.8% | 319,650 | $5.6M |
| California State Teachers Retirement System | 0.01% | Reduce -2.8% | 317,762 | $5.6M |
| Nomura Holdings Inc. | 0.03% | Reduce -25.5% | 315,605 | $5.5M |
| Strategic Wealth Investment Group, LLC | 0.30% | New | 21,026 | $5.5M |
| South Dakota Investment Council | 0.10% | No change | 295,113 | $5.2M |
| Mackenzie Financial Corp. | 0.01% | Add +416.1% | 281,427 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -39.7% | 267,159 | $4.7M |
| Engineers Gate Manager LP | 0.08% | Add +1.9% | 263,245 | $4.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 261,544 | $4.6M |
| Gifford Fong Associates | 1.10% | No change | 255,393 | $4.5M |
| Poehling Capital Management, INC. | 1.09% | Reduce -0.2% | 254,355 | $4.4M |
| American Financial Group Inc. | 2.00% | No change | 245,000 | $4.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.3% | 235,846 | $4.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.6% | 231,990 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -18.2% | 227,069 | $4.0M |
| Mubadala Investment Co PJSC | 0.02% | New | 220,445 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -22.1% | 208,711 | $3.6M |
| Verition Fund Management LLC | 0.02% | Add +321.2% | 207,401 | $3.6M |
| Valueworks LLC | 1.21% | Reduce -16.1% | 207,391 | $3.6M |
| GMO | 0.01% | Add +3.3% | 203,111 | $3.6M |
| Sei Investments Co. | 0.00% | Reduce -26.3% | 202,387 | $3.5M |
| Jain Global LLC | 0.10% | — | 194,788 | $3.4M |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 191,905 | $3.4M |
| Franklin Resources Inc. | 0.00% | Add +49.8% | 191,441 | $3.3M |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 190,664 | $3.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 188,594 | $3.3M |
| Storebrand Asset Management As | 0.01% | Reduce -29.9% | 183,361 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -8.8% | 181,879 | $3.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +39.0% | 178,857 | $3.1M |
| Jump Financial, LLC | 0.07% | Reduce -54.9% | 177,610 | $3.1M |
| ProShare Advisors LLC | 0.01% | Reduce -0.6% | 174,294 | $3.0M |
| Rathbones Group PLC | 0.01% | Add +663.8% | 172,180 | $3.0M |
| Alaska Permanent Fund Corp | 0.04% | No change | 171,220 | $3.0M |
| Continental Advisors LLC | 2.26% | Reduce -2.7% | 170,290 | $3.0M |
| Rafferty Asset Management, LLC | 0.01% | Add +1.8% | 170,159 | $3.0M |
| Prana Capital Management, LP | 0.14% | New | 169,367 | $3.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.4% | 169,074 | $3.0M |
| Cwm, LLC | 0.01% | Add +54.6% | 162,572 | $2.8M |
| Van Eck Associates Corp. | 0.00% | Add +1.4% | 161,758 | $2.8M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 160,661 | $2.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.2% | 158,490 | $2.8M |
| Victory Capital Management Inc. | 0.00% | Add +10.8% | 156,691 | $2.7M |
| Gabelli Funds LLC | 0.02% | No change | 155,000 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.6% | 153,250 | $2.7M |
| Cubist Systematic Strategies, LLC | 0.04% | Reduce -10.7% | 152,344 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +70.7% | 140,964 | $2.5M |
| Savant Capital, LLC | 0.02% | Add +4.0% | 139,522 | $2.4M |
| American Century Companies Inc. | 0.00% | Reduce -38.5% | 137,624 | $2.4M |
| Redwood Investment Management, LLC | 0.23% | Reduce -16.5% | 135,486 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +177.2% | 133,468 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.2% | 133,303 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 132,206 | $2.3M |
| Erste Asset Management GmbH | 0.03% | Add +21.2% | 130,184 | $2.3M |
| Versor Investments LP | 0.40% | Add +161.2% | 131,100 | $2.3M |
| Marshall Wace, LLP | 0.00% | Add +236.2% | 128,968 | $2.3M |
| Systematic Alpha Investments, LLC | 0.08% | No change | 126,193 | $2.2M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +679.4% | 125,711 | $2.2M |
| Simplex Trading, LLC | 0.06% | Reduce -23.2% | 125,734 | $2.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 125,300 | $2.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -1.4% | 122,269 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -0.5% | 121,998 | $2.1M |
| QRG Capital Management, Inc. | 0.02% | Add +3.6% | 121,934 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +5.3% | 121,550 | $2.1M |
| Econ Financial Services Corp | 1.22% | Add +132.3% | 121,534 | $2.1M |
| Venture Visionary Partners LLC | 0.09% | Add +27.1% | 121,270 | $2.1M |
| STRS Ohio | 0.01% | Add +5.2% | 120,773 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -36.3% | 118,786 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +1.7% | 117,477 | $2.1M |
| Public Sector Pension Investment Board | 0.01% | Add +48.6% | 116,585 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +7.2% | 115,843 | $2.0M |
| Raymond James Financial Inc. | 0.00% | — | 113,188 | $2.0M |
| HRT Financial LP | 0.01% | Add +14.5% | 112,429 | $2.0M |
| Quantbot Technologies LP | 0.07% | Add +33.3% | 106,920 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.7% | 105,873 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | Reduce -4.7% | 105,836 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +23.3% | 105,194 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +7.6% | 105,043 | $1.8M |
| Aquatic Capital Management LLC | 0.05% | New | 105,019 | $1.8M |
| Credit Agricole S A | 0.01% | Add +1556.0% | 103,878 | $1.8M |
| Teza Capital Management LLC | 0.26% | Add +260.2% | 99,869 | $1.7M |
| ARGA Investment Management, LP | 0.06% | No change | 99,080 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 98,025 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 97,956 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.7% | 97,935 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -64.1% | 97,929 | $1.7M |
| Mariner, LLC | 0.00% | Add +20.0% | 97,895 | $1.7M |
| Czech National Bank | 0.02% | Add +6.3% | 97,448 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +1.6% | 97,394 | $1.7M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.2% | 97,305 | $1.7M |
| Prudential Financial Inc. | 0.00% | Reduce -22.7% | 96,788 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.5% | 95,564 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 95,150 | $1.7M |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -68.8% | 93,556 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -17.1% | 92,195 | $1.6M |
| AXA S.A. | 0.00% | New | 91,219 | $1.6M |
| Highland Capital Management, LLC | 0.09% | Reduce -3.2% | 90,525 | $1.6M |
| KBC Group NV | 0.00% | Add +264.2% | 89,999 | $1.6M |
| Bessemer Group Inc. | 0.00% | Add +4.9% | 89,904 | $1.6M |
| State of Wisconsin Investment Board | 0.00% | Add +158.5% | 89,817 | $1.6M |
| Bridgewater Associates | 0.01% | New | 88,703 | $1.6M |
| UniSuper Management Pty Ltd | 0.01% | Add +3.8% | 88,545 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +83.5% | 88,446 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +1.6% | 87,618 | $1.5M |
| Qsemble Capital Management, LP | 0.20% | Add +423.3% | 85,976 | $1.5M |
| Asset Management One Co., Ltd. | 0.01% | Add +867.5% | 83,108 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -2.1% | 82,384 | $1.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +4.7% | 82,170 | $1.4M |
| TD Asset Management Inc | 0.00% | Reduce -3.2% | 80,878 | $1.4M |
| Kiker Wealth Management, LLC | 1.14% | — | 80,637 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -7.1% | 78,995 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Add +466.3% | 78,881 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.0% | 77,745 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Add +1.6% | 77,000 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +15.0% | 76,279 | $1.3M |
| Vident Advisory, LLC | 0.02% | Reduce -5.7% | 75,258 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -21.2% | 75,168 | $1.3M |
| Lecap Asset Management Ltd. | 0.35% | Add +81.1% | 74,782 | $1.3M |
| Impax Asset Management Group plc | 0.01% | Add +32.2% | 74,673 | $1.3M |
| Walleye Trading LLC | 0.03% | New | 74,356 | $1.3M |
| Mork Capital Management, LLC | 0.84% | No change | 73,400 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 72,746 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +27.6% | 71,748 | $1.3M |
| Greenwood Capital Associates LLC | 0.16% | Reduce -1.1% | 71,686 | $1.3M |
| Harmony Asset Management LLC | 0.49% | Add +16.3% | 71,400 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | — | 69,400 | $1.2M |
| Carrera Capital Advisors | 0.28% | New | 68,712 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.8% | 65,765 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +45.3% | 65,250 | $1.1M |
| Vinva Investment Management Ltd | 0.04% | Add +14.6% | 40,464 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.0% | 64,935 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Add +1.9% | 64,188 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -50.3% | 63,637 | $1.1M |
| Entropy Technologies, LP | 0.11% | Add +176.3% | 62,995 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -26.9% | 62,325 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.5% | 60,098 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -27.6% | 59,648 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Add +0.6% | 58,962 | $1.0M |
| Gold Investment Management Ltd. | 0.40% | Add +2.4% | 54,867 | $959K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.8% | 53,843 | $941K |
| Rothschild Investment LLC | 0.06% | Reduce -0.9% | 52,600 | $919K |
| PEAK6 LLC | 0.04% | — | 52,461 | $917K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.0% | 51,241 | $895K |
| Crestline Management, L.P. | 0.03% | New | 51,071 | $893K |
| Cibc World Markets Corp. | 0.01% | Reduce -17.0% | 50,560 | $884K |
| Group One Trading LLC | 0.03% | New | 50,409 | $881K |
| Pallas Capital Advisors LLC | 0.04% | Add +13.4% | 49,823 | $871K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +41.9% | 49,065 | $867K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.8% | 48,985 | $856K |
| Hancock Whitney Corp. | 0.03% | New | 48,425 | $846K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -48.8% | 48,423 | $846K |
| Creative Planning | 0.00% | Add +37.7% | 46,761 | $817K |
| D.A. Davidson & Co. | 0.01% | Add +1.5% | 46,707 | $816K |
| Fox Run Management, L.L.C. | 0.15% | Add +58.4% | 46,448 | $812K |
| Renaissance Technologies | 0.00% | Reduce -91.9% | 45,000 | $787K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +76.6% | 43,864 | $767K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.2% | 43,443 | $759K |
| iSAM Funds (UK) Ltd | 0.57% | New | 43,439 | $759K |
| Mizuho Securities USA LLC | 0.01% | Add +46.0% | 42,597 | $745K |
| Osaic Holdings, Inc. | 0.00% | Reduce -69.4% | 41,558 | $726K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -22.4% | 41,493 | $725K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.3% | 41,455 | $725K |
| Strategic Advisors LLC | 0.13% | Reduce -4.7% | 41,000 | $717K |
| Holocene Advisors, LP | 0.00% | Reduce -79.4% | 40,461 | $707K |
| Elevated Capital Advisors, LLC | 0.19% | Reduce -2.5% | 39,567 | $692K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.0% | 38,487 | $673K |
| Los Angeles Capital Management LLC | 0.00% | New | 38,439 | $672K |
| Xponance LLC | 0.01% | Reduce -64.1% | 38,325 | $670K |
| IMC-Chicago, LLC | 0.02% | New | 38,009 | $664K |
| Merit Financial Group, LLC | 0.01% | New | 37,281 | $652K |
| Aigen Investment Management, LP | 0.11% | New | 37,009 | $647K |
| Pacer Advisors, Inc. | 0.00% | Add +7.8% | 36,199 | $633K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.0% | 36,041 | $630K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.8% | 36,034 | $630K |
| Mather Group, Llc. | 0.01% | Add +10.2% | 35,925 | $628K |
| Focus Partners Wealth | 0.00% | Add +66.8% | 34,934 | $611K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -1.7% | 34,535 | $604K |
| Harvest Fund Management Co., Ltd | 0.03% | New | 34,363 | $601K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.3% | 34,227 | $598K |
| Sciencast Management LP | 0.16% | New | 33,873 | $592K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -26.4% | 33,374 | $583K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +113.9% | 32,866 | $574K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.10% | Add +17.8% | 15,698 | $571K |
| Vestcor Inc | 0.02% | New | 32,000 | $559K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 31,913 | $558K |
| Centiva Capital, LP | 0.02% | Reduce -6.7% | 31,724 | $555K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -27.7% | 28,777 | $553K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 31,471 | $550K |
| Kentucky Retirement Systems | 0.02% | Reduce -1.4% | 30,924 | $541K |
| Retirement Planning Co of New England, Inc. | 0.26% | Reduce -3.7% | 30,884 | $540K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +10.4% | 30,868 | $540K |
| Aberdeen Group plc | 0.00% | Reduce -9.9% | 30,714 | $537K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +48.3% | 30,633 | $535K |
| Wolverine Trading, LLC | 0.01% | Reduce -7.9% | 30,426 | $532K |
| Twinbeech Capital LP | 0.01% | New | 30,032 | $525K |
| Investors Research Corp | 0.11% | Reduce -6.5% | 29,650 | $518K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.13% | Add +55.9% | 28,891 | $505K |
| CSS LLC | 0.09% | Add +106.2% | 28,057 | $490K |
| MML Investors Services, LLC | 0.00% | Add +7.2% | 27,731 | $485K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -1.4% | 27,692 | $484K |
| AlphaStar Capital Management, LLC | 0.05% | Add +89.8% | 27,658 | $483K |
| Hartford Investment Management Co. | 0.02% | Reduce -1.9% | 27,435 | $480K |
| Woodline Partners LP | 0.00% | New | 26,991 | $472K |
| Tennessee Valley Asset Management Partners | 0.08% | Reduce -1.0% | 26,934 | $471K |
| NEOS Investment Management LLC | 0.01% | Add +31.1% | 26,206 | $458K |
| Twin Capital Management Inc. | 0.05% | Reduce -1.4% | 25,975 | $454K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.3% | 25,622 | $448K |
| Tidal Investments LLC | 0.00% | Add +6.1% | 24,966 | $436K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 24,267 | $424K |
| Petrus Trust Company, LTA | 0.04% | New | 24,213 | $423K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.3% | 24,200 | $423K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.0% | 24,154 | $422K |
| Daiwa Securities Group Inc. | 0.00% | Add +16.3% | 24,137 | $422K |
| Apollon Wealth Management, LLC | 0.01% | Add +51.7% | 23,444 | $410K |
| Advisors Asset Management, Inc. | 0.01% | Add +28.6% | 23,239 | $406K |
| Corient Private Wealth LP | 0.00% | Reduce -48.2% | 22,046 | $385K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 21,800 | $381K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -4.2% | 21,424 | $378K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.5% | 21,417 | $374K |
| HighTower Advisors, LLC | 0.00% | Add +49.3% | 21,401 | $374K |
| New Mexico Educational Retirement Board | 0.01% | Reduce -2.7% | 21,414 | $374K |
| Glenmede Trust Co. NA | 0.00% | Add +1.6% | 21,379 | $374K |
| Point72 (DIFC) Ltd | 0.03% | Reduce -8.2% | 21,182 | $370K |
| Private Advisor Group, LLC | 0.00% | Reduce -29.4% | 21,036 | $368K |
| Maryland State Retirement & Pension System | 0.01% | No change | 20,871 | $365K |
| Centennial Wealth Advisory LLC | 0.14% | Add +8.4% | 20,709 | $362K |
| Norinchukin Bank, The | 0.01% | Add +10.6% | 20,522 | $359K |
| ING Groep NV | 0.00% | New | 20,313 | $355K |
| LGT Group Foundation | 0.01% | Add +38.6% | 20,279 | $354K |
| Frank, Rimerman Advisors LLC | 0.03% | New | 20,231 | $354K |
| Utah Retirement Systems | 0.00% | No change | 20,000 | $350K |
| Element Wealth, LLC | 0.18% | Add +0.5% | 19,755 | $345K |
| GTS Securities LLC | 0.02% | Reduce -57.6% | 19,228 | $336K |
| Signaturefd, LLC | 0.01% | Reduce -5.4% | 19,209 | $336K |
| GAMMA Investing LLC | 0.03% | Add +16.7% | 18,902 | $330K |
| Paragon Capital Management Ltd | 0.07% | Reduce -1.2% | 18,735 | $327K |
| Ethic Inc. | 0.01% | Reduce -5.1% | 18,356 | $321K |
| Bridgefront Capital, LLC | 0.11% | New | 18,283 | $320K |
| Wedmont Private Capital | 0.02% | Add +16.4% | 18,998 | $311K |
| EPG Wealth Management LLC | 0.08% | Reduce -1.9% | 17,705 | $309K |
| Fifth Third Bancorp | 0.00% | Reduce -0.5% | 17,598 | $308K |
| MAI Capital Management | 0.00% | Reduce -0.6% | 17,579 | $307K |
| Chicago Partners Investment Group LLC | 0.01% | New | 17,315 | $296K |
| Numerai GP LLC | 0.08% | Reduce -27.6% | 16,887 | $295K |
| Cornercap Investment Counsel Inc. | 0.09% | No change | 16,755 | $293K |
| Forum Financial Management, LP | 0.00% | New | 16,481 | $288K |
| International Private Wealth Advisors LLC | 0.28% | Add +0.7% | 16,193 | $283K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 16,087 | $281K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +11.0% | 15,710 | $275K |
| NorthCoast Asset Management LLC | 0.00% | Add +2.9% | 15,658 | $274K |
| Eagle Rock Investment Company, LLC | 0.04% | No change | 15,175 | $265K |
| Headlands Technologies LLC | 0.03% | Add +186.7% | 15,158 | $265K |
| Burney Co./ | 0.01% | Add +32.1% | 14,452 | $253K |
| Moore Capital Management, LP | 0.01% | New | 14,278 | $250K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +10.6% | 14,255 | $249K |
| Holcombe Financial, Inc. | 0.20% | — | 14,080 | $246K |
| Greenleaf Trust | 0.00% | Reduce -2.5% | 13,996 | $245K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 13,677 | $239K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -0.9% | 13,625 | $238K |
| Olympiad Research LP | 0.25% | New | 13,560 | $237K |
| Townsquare Capital LLC | 0.00% | New | 13,375 | $234K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +3.8% | 13,347 | $233K |
| Praxis Investment Management Inc. | 0.02% | New | 13,310 | $233K |
| Leonteq Securities AG | 0.02% | Add +8.3% | 13,170 | $230K |
| Keystone Financial Group | 0.02% | Reduce -0.4% | 12,953 | $226K |
| Allworth Financial LP | 0.00% | Add +438.6% | 12,927 | $225K |
| US Bancorp \de | 0.00% | Reduce -17.1% | 12,818 | $224K |
| Aviance Capital Partners, LLC | 0.03% | Reduce -81.2% | 12,802 | $224K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -11.1% | 12,796 | $224K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -1.3% | 12,773 | $223K |
| United Services Automobile Association | 0.01% | No change | 12,727 | $222K |
| Generali Asset Management SPA SGR | 0.01% | — | 12,672 | $222K |
| NewEdge Advisors, LLC | 0.00% | Add +7119.0% | 12,561 | $220K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.5% | 12,509 | $219K |
| Earned Wealth Advisors, LLC | 0.07% | Add +67.0% | 12,476 | $218K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 12,426 | $217K |
| M&T Bank Corp | 0.00% | Reduce -13.1% | 12,345 | $216K |
| LifeWealth Investments, LLC | 0.14% | — | 12,318 | $215K |
| Claro Advisors Inc. | 0.03% | Reduce -23.8% | 12,300 | $215K |
| Natixis Advisors, LLC | 0.00% | New | 12,234 | $214K |
| SYM FINANCIAL Corp | 0.03% | New | 12,029 | $210K |
| Novare Capital Management LLC | 0.02% | No change | 12,000 | $210K |
| Commerce Bank | 0.00% | Add +3.0% | 11,943 | $209K |
| EP Wealth Advisors, LLC | 0.00% | Add +10.5% | 11,685 | $204K |
| IRON Financial LLC | 0.11% | Add +3.0% | 11,578 | $202K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.7% | 11,562 | $202K |
| Shell Asset Management Co. | 0.01% | No change | 11,535 | $202K |
| Magnetar Financial LLC | 0.01% | Add +0.3% | 11,363 | $199K |
| Perigon Wealth Management, LLC | 0.00% | Add +3.4% | 11,753 | $198K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.8% | 11,133 | $195K |
| Coldstream Capital Management Inc. | 0.00% | Add +2.4% | 11,072 | $194K |
| Prelude Capital Management, LLC | 0.02% | New | 11,020 | $193K |
| SG Americas Securities, LLC | 0.00% | Reduce -49.7% | 10,908 | $191K |
| CX Institutional | 0.01% | New | 10,802 | $189K |
| Meridian Wealth Advisors, LLC | 0.03% | No change | 10,798 | $189K |
| XTX Topco Ltd | 0.02% | Reduce -76.6% | 10,692 | $187K |
| Moors & Cabot, Inc. | 0.01% | Reduce -13.3% | 10,504 | $184K |
| Panagora Asset Management Inc. | 0.00% | New | 10,110 | $177K |
| Poinciana Advisors Group, LLC | 0.18% | — | 10,001 | $175K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -46.9% | 9,876 | $173K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,528 | $166K |
| R Squared Ltd | 0.16% | — | 9,320 | $163K |
| Point72 Hong Kong Ltd | 0.01% | New | 7,598 | $133K |
| SBI Securities Co., Ltd. | 0.00% | — | 7,011 | $123K |
| Hoertkorn Richard Charles | 0.05% | Reduce -8.7% | 7,000 | $122K |
| Mufg Securities Americas Inc. | 0.02% | — | 6,634 | $116K |
| Danske Bank A/S | 0.00% | Reduce -23.5% | 6,500 | $114K |
| MCF Advisors LLC | 0.01% | Reduce -0.3% | 6,296 | $110K |
| Horizon Investments, LLC | 0.00% | Add +1.4% | 6,220 | $109K |
| Caldwell Trust Co | 0.01% | Reduce -29.6% | 5,646 | $99K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -14.4% | 5,468 | $96K |
| True Wealth Design, LLC | 0.04% | Add +18.3% | 5,183 | $91K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,888 | $85K |
| Brooklyn Investment Group | 0.02% | Reduce -14.5% | 4,665 | $82K |
| Quent Capital, LLC | 0.01% | Add +0.2% | 4,316 | $75K |
| United Community Bank | 0.03% | Reduce -2.8% | 4,066 | $71K |
| Truvestments Capital LLC | 0.02% | Reduce -8.6% | 3,938 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +133.4% | 3,737 | $65K |
| Covestor Ltd | 0.04% | Reduce -19.6% | 3,695 | $65K |
| Parallel Advisors, LLC | 0.00% | Add +12.1% | 3,652 | $64K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 3,612 | $63K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.9% | 3,583 | $63K |
| Assetmark, Inc. | 0.00% | Add +381.5% | 3,496 | $61K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +21.0% | 2,953 | $52K |
| Capital Analysts, LLC | 0.00% | Add +15.3% | 2,864 | $50K |
| Caitong International Asset Management Co., Ltd | 0.05% | — | 2,741 | $48K |
| Silvant Capital Management LLC | 0.00% | No change | 2,649 | $46K |
| GeoWealth Management, LLC | 0.00% | Add +1.2% | 2,585 | $45K |
| Crews Bank & Trust | 0.01% | — | 2,525 | $44K |
| Principal Securities, Inc. | 0.00% | Reduce -4.2% | 2,483 | $43K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +180.5% | 2,379 | $42K |
| Colonial Trust Co / SC | 0.01% | New | 2,171 | $38K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -12.2% | 2,107 | $37K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 2,000 | $35K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,985 | $35K |
| CI Investments Inc. | 0.00% | Add +68.6% | 1,973 | $34K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 1,824 | $32K |
| Sentry Investment Management LLC | 0.01% | Reduce -14.0% | 1,751 | $31K |
| UMB Bank, n.a. | 0.00% | Add +18.8% | 1,770 | $31K |
| Manchester Capital Management LLC | 0.00% | Reduce -1.1% | 1,710 | $30K |
| Optimum Investment Advisors | 0.01% | No change | 1,600 | $28K |
| Avior Wealth Management, LLC | 0.00% | Add +0.7% | 1,561 | $27K |
| Whittier Trust Co. | 0.00% | No change | 1,545 | $27K |
| Private Trust Co. NA | 0.00% | No change | 1,353 | $24K |
| Venturi Wealth Management, LLC | 0.00% | Add +112.5% | 1,279 | $22K |
| IFP Advisors, Inc | 0.00% | Add +132.0% | 1,262 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,257 | $22K |
| Castleview Partners, LLC | 0.01% | No change | 1,123 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 1,123 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Add +27.0% | 1,090 | $19K |
| Penserra Capital Management LLC | 0.00% | New | 1,137 | $19K |
| Cromwell Holdings LLC | 0.01% | No change | 1,001 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $17K |
| Quadrant Capital Group LLC | 0.00% | Reduce -6.2% | 960 | $17K |
| Arax Advisory Partners | 0.00% | Add +4.5% | 959 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 950 | $17K |
| Gables Capital Management Inc. | 0.01% | Reduce -42.8% | 934 | $16K |
| Hexagon Capital Partners LLC | 0.00% | Add +12.4% | 924 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +26.1% | 846 | $15K |
| Global X Japan Co., Ltd. | 0.00% | Add +25.8% | 796 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +7.3% | 775 | $14K |
| Salem Investment Counselors Inc. | 0.00% | No change | 750 | $13K |
| Lindbrook Capital, LLC | 0.00% | No change | 734 | $13K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 705 | $12K |
| Federated Hermes, Inc. | 0.00% | Reduce -13.6% | 687 | $12K |
| Quarry LP | 0.00% | New | 669 | $12K |
| Huntington National Bank | 0.00% | No change | 653 | $11K |
| Continuum Advisory, LLC | 0.00% | Reduce -3.5% | 625 | $11K |
| Blue Trust, Inc. | 0.00% | Reduce -91.2% | 596 | $10K |
| Elequin Capital, LP | 0.00% | Reduce -50.6% | 570 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.0% | 567 | $10K |
| Dogwood Wealth Management LLC | 0.00% | New | 472 | $8K |
| Avion Wealth | 0.00% | No change | 500 | $8K |
| Red Tortoise LLC | 0.00% | No change | 446 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 433 | $8K |
| Fortitude Family Office, LLC | 0.00% | No change | 407 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -48.3% | 400 | $7K |
| Raleigh Capital Management Inc. | 0.00% | Add +110.2% | 372 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.3% | 352 | $6K |
| Hemington Wealth Management | 0.00% | Add +40.8% | 359 | $6K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.3% | 336 | $6K |
| Transce3nd, LLC | 0.00% | — | 300 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 294 | $5K |
| Hilltop National Bank | 0.00% | No change | 288 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -44.3% | 267 | $5K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 267 | $5K |
| DT Investment Partners, LLC | 0.00% | No change | 266 | $5K |
| Creative Financial Designs Inc. | 0.00% | Add +69.1% | 257 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 247 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 247 | $4K |
| Whipplewood Advisors, LLC | 0.00% | — | 239 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.9% | 232 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.3% | 200 | $3K |
| WealthCollab, LLC | 0.00% | No change | 179 | $3K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 211 | $3K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 171 | $3K |
| Eastern Bank | 0.00% | No change | 161 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | Add +24.6% | 152 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 118 | $2K |
| ORG Partners LLC | 0.00% | No change | 115 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 126 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 112 | $2K |
| BankPlus Trust Department | 0.00% | — | 107 | $2K |
| Spire Wealth Management | 0.00% | No change | 98 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 97 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +5.5% | 96 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 94 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -8.9% | 92 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 86 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 80 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 80 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 77 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 69 | $1K |
| Sierra Ocean, LLC | 0.00% | — | 66 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +61.0% | 66 | $1K |
| Zions Bancorporation, N.A. | 0.00% | No change | 64 | $1K |
| WPG Advisers, LLC | 0.00% | — | 60 | $1K |
| Caitlin John, LLC | 0.00% | No change | 53 | $926 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 51 | $892 |
| Nvwm, LLC | 0.00% | No change | 51 | $891 |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 50 | $874 |
| Sound Income Strategies, LLC | 0.00% | No change | 45 | $787 |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -50.0% | 43 | $752 |
| Geneos Wealth Management Inc. | 0.00% | No change | 43 | $752 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 33 | $577 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -68.3% | 32 | $559 |
| Heritage Wealth Advisors | 0.00% | Add +20.8% | 29 | $507 |
| Principia Wealth Advisory, LLC | 0.00% | — | 27 | $472 |
| Global Financial Private Client, LLC | 0.00% | New | 27 | $472 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 26 | $454 |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.9% | 25 | $435 |
| NewSquare Capital LLC | 0.00% | New | 23 | $402 |
| WealthTrak Capital Management LLC | 0.00% | — | 20 | $350 |
| Grove Bank & Trust | 0.00% | New | 20 | $350 |
| Capital A Wealth Management, LLC | 0.00% | — | 19 | $332 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 19 | $332 |
| Lanark Financial, Inc. | 0.03% | — | 17 | $298 |
| Crewe Advisors LLC | 0.00% | New | 16 | $280 |
| Rakuten Securities, Inc. | 0.00% | Add +233.3% | 10 | $175 |
| Sugar Maple Asset Management, LLC | 0.00% | New | 10 | $175 |
| Chesapeake Asset Management LLC | 0.00% | No change | 10 | $174 |
| WestEnd Advisors, LLC | 0.00% | No change | 9 | $157 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 7 | $122 |
| Larson Financial Group LLC | 0.00% | No change | 3 | $52 |
| Activest Wealth Management | 0.00% | New | 3 | $52 |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -100.0% | 1 | $17 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $9 |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.