InvescoIVZ
13F holders, Q3 2025 (September 30)566holders +44
96new positions
51sold out
11famous investors
$22.95avg. 13F price*
At the end of Q3 2025, 566 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 44 from Q2 2025. 96 opened new positions and 51 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($1.9B), Vanguard Group Inc. ($1.2B) and BlackRock, Inc. ($865.0M). 11 famous investors held it, including Nelson Peltz (8.2% of Trian Fund Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Invesco Ltd.
- Sector
- Finance
- CUSIP
- G491BT108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $227.6M |
| Exits | 51 | $76.5M |
All 13F filers, Q2 2025 → Q3 2025: 34,585,320 shares bought and 52,103,018 shares sold, net −17,517,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| Massachusetts Mutual Life Insurance Co. | 85.97% | No change | 81,332,319 | $1.9B |
| Vanguard Group Inc. | 0.02% | Add +1.1% | 52,018,068 | $1.2B |
| BlackRock, Inc. | 0.02% | Reduce -16.6% | 37,705,292 | $865.0M |
| State Street Corp. | 0.02% | Reduce -3.3% | 21,522,492 | $493.7M |
| Dimensional Fund Advisors LP | 0.10% | Add +1.5% | 21,330,647 | $489.3M |
| Trian Fund Management | 8.17% | No change | 14,628,455 | $335.6M |
| Millennium Management | 0.24% | Add +781.0% | 12,867,923 | $295.2M |
| Geode Capital Management, LLC | 0.02% | Add +0.9% | 11,203,054 | $256.5M |
| AQR Capital Management | 0.14% | Reduce -15.4% | 9,818,999 | $225.2M |
| Morgan Stanley | 0.01% | Add +14.6% | 7,631,911 | $175.1M |
| Northern Trust Corp. | 0.02% | Reduce -5.0% | 6,245,156 | $143.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -43.2% | 6,219,448 | $142.7M |
| Fisher Asset Management | 0.04% | Add +5.2% | 5,197,841 | $119.2M |
| Alliancebernstein L.P. | 0.04% | Reduce -37.0% | 4,992,076 | $114.5M |
| Citadel Advisors | 0.09% | Add +22.7% | 4,981,313 | $114.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.2% | 4,425,097 | $101.5M |
| UBS Group AG | 0.02% | Reduce -40.6% | 3,407,607 | $78.2M |
| Balyasny Asset Management L.P. | 0.16% | Reduce -34.7% | 3,326,031 | $76.3M |
| First Trust Advisors LP | 0.05% | Reduce -8.0% | 3,109,235 | $71.3M |
| Macquarie Group Ltd. | 0.08% | Add +61.1% | 2,952,193 | $67.7M |
| Holocene Advisors, LP | 0.13% | New | 2,428,894 | $55.7M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 2,209,538 | $50.7M |
| Samlyn Capital, LLC | 0.63% | New | 1,942,781 | $44.6M |
| Amundi | 0.01% | Reduce -25.4% | 1,775,738 | $42.8M |
| Barclays PLC | 0.02% | Reduce -33.8% | 1,767,826 | $40.6M |
| Nuveen, LLC | 0.01% | Reduce -8.2% | 1,730,880 | $39.7M |
| Letko, Brosseau & Associates Inc. | 0.63% | Reduce -0.1% | 1,601,138 | $36.7M |
| Ameriprise Financial Inc. | 0.01% | Add +134.7% | 1,543,279 | $35.4M |
| Alyeska Investment Group, L.P. | 0.11% | New | 1,515,987 | $34.8M |
| Allianz Asset Management GmbH | 0.04% | Add +30.4% | 1,485,494 | $34.1M |
| Bank of America Corp. | 0.00% | Reduce -49.4% | 1,465,851 | $33.6M |
| Deutsche Bank AG | 0.01% | Reduce -49.8% | 1,450,141 | $33.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.1% | 1,436,526 | $33.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -11.1% | 1,427,403 | $32.7M |
| JPMorgan Chase & Co. | 0.00% | Add +25.1% | 1,371,677 | $31.5M |
| Point72 Asset Management | 0.06% | Add +17.1% | 1,186,112 | $27.2M |
| Swiss Life Asset Management Ltd | 0.14% | Reduce -1.1% | 1,168,377 | $26.8M |
| Quantinno Capital Management LP | 0.07% | Add +34.4% | 1,134,237 | $26.0M |
| Prana Capital Management, LP | 0.76% | Add +425.8% | 998,874 | $22.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -32.4% | 979,285 | $22.5M |
| Basswood Capital Management, L.L.C. | 0.99% | Add +40.3% | 926,451 | $21.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -37.3% | 921,304 | $21.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -16.3% | 919,084 | $21.1M |
| Rhumbline Advisers | 0.02% | Reduce -4.5% | 833,295 | $19.1M |
| Ieq Capital, LLC | 0.06% | Add +53.9% | 826,359 | $19.0M |
| Cerity Partners LLC | 0.03% | Add +8.3% | 818,143 | $18.8M |
| Legal & General Group Plc | 0.00% | Reduce -11.2% | 785,145 | $18.0M |
| Prudential Financial Inc. | 0.02% | Reduce -26.8% | 769,898 | $17.7M |
| D. E. Shaw & Co. | 0.01% | Add +84.7% | 754,046 | $17.3M |
| Citigroup Inc. | 0.01% | Add +53.3% | 732,436 | $16.8M |
| Swiss National Bank | 0.01% | Add +1.4% | 694,300 | $15.9M |
| California Public Employees Retirement System | 0.01% | Add +2.8% | 647,918 | $14.9M |
| Thrivent Financial for Lutherans | 0.03% | Add +83.5% | 631,046 | $14.5M |
| Walleye Trading LLC | 0.23% | Add +2374.4% | 629,130 | $14.4M |
| Capital Fund Management S.A. | 0.14% | Reduce -4.3% | 613,663 | $14.1M |
| Nomura Holdings Inc. | 0.07% | New | 585,707 | $13.4M |
| Susquehanna Portfolio Strategies, LLC | 0.21% | Add +4258.2% | 575,286 | $13.2M |
| Jane Street Group, LLC | 0.02% | New | 564,145 | $12.9M |
| Wealthcare Capital Management LLC | 1.24% | Reduce -5.8% | 531,545 | $12.2M |
| Squarepoint Ops LLC | 0.02% | Reduce -27.9% | 505,283 | $11.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +7.1% | 498,305 | $11.4M |
| Royal Bank of Canada | 0.00% | Reduce -94.7% | 473,467 | $10.9M |
| AXA Investment Managers S.A. | 0.03% | — | 468,582 | $10.7M |
| Algert Global LLC | 0.17% | Reduce -7.2% | 447,807 | $10.3M |
| State of Tennessee, Department of Treasury | 0.03% | Add +15.9% | 441,026 | $10.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -10.9% | 415,314 | $9.5M |
| FMR LLC | 0.00% | Add +12.9% | 413,208 | $9.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +65.4% | 405,820 | $9.3M |
| Lighthouse Investment Partners, LLC | 0.31% | Add +58.4% | 373,651 | $8.6M |
| Verition Fund Management LLC | 0.05% | Reduce -67.8% | 371,909 | $8.5M |
| Canada Pension Plan Investment Board | 0.01% | No change | 371,100 | $8.5M |
| New York State Teachers Retirement System | 0.02% | Reduce -11.0% | 360,486 | $8.3M |
| Live Oak Private Wealth LLC | 1.14% | Add +0.3% | 357,291 | $8.2M |
| Franklin Resources Inc. | 0.00% | Add +28.4% | 355,615 | $8.2M |
| Man Group plc | 0.02% | Reduce -43.0% | 348,880 | $8.0M |
| Schonfeld Strategic Advisors LLC | 0.06% | New | 347,622 | $8.0M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | New | 337,054 | $7.7M |
| California State Teachers Retirement System | 0.01% | Reduce -2.3% | 335,852 | $7.7M |
| Bank of Montreal | 0.00% | Reduce -53.3% | 315,707 | $7.2M |
| Maltese Capital Management LLC | 1.11% | Add +110.0% | 315,000 | $7.2M |
| HSBC Holdings PLC | 0.00% | Reduce -49.5% | 316,237 | $7.2M |
| Point72 Europe (London) LLP | 0.39% | New | 309,633 | $7.1M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +380.2% | 307,025 | $7.0M |
| Olstein Capital Management, L.P. | 1.32% | Reduce -20.2% | 304,000 | $7.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.2% | 303,035 | $7.0M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -74.9% | 292,442 | $6.7M |
| ExodusPoint Capital Management, LP | 0.09% | Add +60.9% | 287,150 | $6.6M |
| South Dakota Investment Council | 0.13% | Reduce -3.0% | 286,413 | $6.6M |
| National Bank of Canada | 0.01% | Reduce -63.1% | 280,465 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Add +129.0% | 267,127 | $6.1M |
| Arax Advisory Partners | 0.09% | Add +10168.6% | 263,904 | $6.1M |
| Toronto Dominion Bank | 0.01% | Add +11.5% | 262,846 | $6.0M |
| Natixis | 0.03% | Add +197.1% | 259,938 | $6.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +0.5% | 259,707 | $6.0M |
| Wesleyan Assurance Society | 0.35% | No change | 258,136 | $5.9M |
| Gifford Fong Associates | 1.23% | No change | 255,393 | $5.9M |
| Poehling Capital Management, INC. | 1.22% | Reduce -0.7% | 253,843 | $5.8M |
| Governors Lane LP | 0.80% | Reduce -73.0% | 249,778 | $5.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.9% | 246,190 | $5.6M |
| Bank of Nova Scotia | 0.01% | Reduce -72.1% | 245,094 | $5.6M |
| American Financial Group Inc. | 2.22% | No change | 245,000 | $5.6M |
| LPL Financial LLC | 0.00% | Reduce -16.3% | 241,656 | $5.5M |
| Tudor Investment Corporation | 0.04% | Reduce -82.1% | 236,075 | $5.4M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -3.7% | 227,598 | $5.2M |
| Wellington Management Group LLP | 0.00% | Add +512.7% | 226,532 | $5.2M |
| Gabelli Funds LLC | 0.03% | Add +38.7% | 215,000 | $4.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -26.2% | 213,465 | $4.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -14.4% | 205,219 | $4.7M |
| Mariner, LLC | 0.01% | Add +51.7% | 204,298 | $4.7M |
| Cwm, LLC | 0.01% | Add +57.2% | 197,987 | $4.5M |
| QRG Capital Management, Inc. | 0.05% | Reduce -18.6% | 194,825 | $4.5M |
| GMO | 0.01% | Reduce -32.4% | 191,887 | $4.4M |
| Erste Asset Management GmbH | 0.04% | Add +18.9% | 190,510 | $4.4M |
| Cacti Asset Management LLC | 0.29% | Reduce -42.2% | 192,630 | $4.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +80.8% | 185,525 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +36.8% | 176,296 | $4.2M |
| Vontobel Holding Ltd. | 0.01% | Reduce -56.4% | 184,742 | $4.2M |
| D.A. Davidson & Co. | 0.03% | Add +22.5% | 178,394 | $4.1M |
| Janus Henderson Group PLC | 0.00% | No change | 170,452 | $3.9M |
| Rathbones Group PLC | 0.02% | No change | 170,480 | $3.9M |
| Storebrand Asset Management As | 0.01% | No change | 168,596 | $3.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -29.7% | 165,511 | $3.8M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -5.4% | 164,997 | $3.8M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.8% | 163,620 | $3.8M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +15.9% | 162,414 | $3.7M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -21.4% | 162,270 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +46.7% | 161,674 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +44.6% | 159,988 | $3.7M |
| Financial Sense Advisors, Inc. | 0.74% | New | 156,345 | $3.6M |
| ProShare Advisors LLC | 0.01% | Reduce -17.1% | 154,745 | $3.5M |
| Two Sigma Advisers, LP | 0.01% | Reduce -79.8% | 153,400 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Add +175.2% | 147,860 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -10.2% | 147,416 | $3.4M |
| Sei Investments Co. | 0.00% | Add +14.1% | 147,160 | $3.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.9% | 145,322 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +22.1% | 144,976 | $3.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -52.3% | 141,014 | $3.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +0.6% | 134,642 | $3.1M |
| Convergence Investment Partners, LLC | 0.68% | New | 131,684 | $3.0M |
| Del-Sette Capital Management, LLC | 1.87% | New | 131,156 | $3.0M |
| American Century Companies Inc. | 0.00% | Reduce -0.7% | 131,097 | $3.0M |
| Hancock Whitney Corp. | 0.05% | Add +0.5% | 129,153 | $3.0M |
| Systematic Alpha Investments, LLC | 0.10% | No change | 126,193 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +55.9% | 125,629 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -43.6% | 125,403 | $2.9M |
| Qsemble Capital Management, LP | 0.27% | Reduce -37.4% | 122,298 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.6% | 121,977 | $2.8M |
| State of Michigan Retirement System | 0.01% | Reduce -0.7% | 120,598 | $2.8M |
| Continental Advisors LLC | 1.81% | Reduce -11.4% | 116,690 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -12.0% | 113,659 | $2.6M |
| Czech National Bank | 0.02% | Add +3.5% | 113,266 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 113,025 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.0% | 109,280 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.4% | 107,092 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +9.7% | 106,219 | $2.4M |
| Arizona State Retirement System | 0.01% | Add +1.3% | 105,949 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +3.4% | 105,909 | $2.4M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -1.4% | 104,530 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +21.5% | 102,174 | $2.3M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -55.9% | 101,484 | $2.3M |
| Cibc World Market Inc. | 0.00% | New | 99,955 | $2.3M |
| Pacer Advisors, Inc. | 0.01% | Reduce -4.5% | 97,781 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +0.7% | 97,000 | $2.2M |
| Public Sector Pension Investment Board | 0.01% | Add +3.7% | 96,158 | $2.2M |
| Edgestream Partners, L.P. | 0.06% | New | 96,058 | $2.2M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.9% | 95,135 | $2.2M |
| Valueworks LLC | 0.63% | Reduce -3.2% | 94,929 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | Add +19.1% | 91,700 | $2.1M |
| Harmony Asset Management LLC | 0.72% | Add +0.0% | 90,930 | $2.1M |
| Creative Planning | 0.00% | Add +181.1% | 89,962 | $2.1M |
| CSS LLC | 0.36% | Reduce -13.5% | 89,937 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -23.3% | 88,001 | $2.0M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -20.2% | 87,180 | $2.0M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -20.2% | 86,389 | $2.0M |
| Horizon Investments, LLC | 0.03% | Add +1050.1% | 86,152 | $2.0M |
| Wealthfront Advisers LLC | 0.00% | Add +0.6% | 85,723 | $2.0M |
| Trexquant Investment LP | 0.02% | Reduce -14.9% | 83,141 | $1.9M |
| Highland Capital Management, LLC | 0.09% | Add +1.1% | 82,100 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.3% | 81,877 | $1.9M |
| Cozad Asset Management Inc. | 0.15% | Add +2.2% | 81,396 | $1.9M |
| Amalgamated Bank | 0.01% | Reduce -2.2% | 80,476 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.9% | 80,150 | $1.8M |
| Lazard Asset Management LLC | 0.00% | Reduce -3.9% | 79,551 | $1.8M |
| TD Asset Management Inc | 0.00% | Reduce -3.2% | 78,381 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Add +9.4% | 77,474 | $1.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +24.4% | 76,851 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Add +12.1% | 76,849 | $1.8M |
| Mackenzie Financial Corp. | 0.00% | Reduce -13.0% | 76,050 | $1.7M |
| Gator Capital Management, LLC | 0.44% | No change | 75,000 | $1.7M |
| Group One Trading LLC | 0.05% | New | 74,399 | $1.7M |
| Mork Capital Management, LLC | 1.16% | No change | 73,400 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +22.3% | 73,381 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +19.4% | 72,225 | $1.7M |
| Greenwood Capital Associates LLC | 0.19% | Reduce -3.8% | 72,169 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +0.4% | 70,744 | $1.6M |
| Vident Advisory, LLC | 0.02% | Reduce -18.1% | 69,037 | $1.6M |
| Gold Investment Management Ltd. | 0.53% | Add +3.9% | 68,940 | $1.6M |
| Credit Agricole S A | 0.01% | — | 68,524 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -20.5% | 68,312 | $1.6M |
| Lecap Asset Management Ltd. | 0.54% | New | 67,435 | $1.5M |
| ARGA Investment Management, LP | 0.04% | Reduce -36.1% | 66,425 | $1.5M |
| Norris Financial Group, LLC | 0.56% | New | 66,287 | $1.5M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -85.7% | 65,888 | $1.5M |
| Twin Tree Management, LP | 0.07% | Reduce -71.3% | 65,353 | $1.5M |
| Picton Mahoney Asset Management | 0.02% | New | 64,104 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +3.0% | 61,769 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -32.5% | 61,725 | $1.4M |
| New York Life Investment Management LLC | 0.01% | Reduce -0.5% | 59,780 | $1.4M |
| Allworth Financial LP | 0.01% | Add +4.9% | 59,698 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Add +220.6% | 59,410 | $1.4M |
| Woodline Partners LP | 0.01% | Add +21.8% | 58,880 | $1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -70.6% | 57,790 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.7% | 57,789 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Reduce -13.7% | 57,621 | $1.3M |
| CIBC Asset Management Inc | 0.00% | Reduce -0.1% | 56,827 | $1.3M |
| NEOS Investment Management LLC | 0.01% | Add +42.5% | 56,779 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +5.5% | 55,785 | $1.3M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.0% | 54,859 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | New | 54,168 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +10.9% | 54,148 | $1.2M |
| Aberdeen Group plc | 0.00% | Reduce -30.4% | 53,506 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +32.2% | 51,035 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +13.4% | 50,323 | $1.2M |
| Wbi Investments, LLC | 0.29% | Reduce -54.5% | 49,782 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.33% | New | 49,261 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 48,424 | $1.1M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -5.8% | 48,343 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.3% | 48,129 | $1.1M |
| Vinva Investment Management Ltd | 0.02% | Reduce -26.3% | 31,000 | $1.1M |
| Rothschild Investment LLC | 0.06% | Add +8.8% | 46,844 | $1.1M |
| Mount Lucas Management LP | 0.48% | Reduce -1.9% | 46,809 | $1.1M |
| Bridgewater Associates | 0.00% | New | 46,467 | $1.1M |
| Essential Partners LLC | 0.35% | Add +3.3% | 46,030 | $1.1M |
| CIBC Bancorp USA Inc. | 0.01% | — | 45,538 | $1.0M |
| Invst, LLC | 0.12% | Reduce -5.4% | 45,528 | $1.0M |
| Dark Forest Capital Management LP | 0.04% | Reduce -79.8% | 45,270 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Add +13.8% | 44,440 | $1.0M |
| Weiss Asset Management LP | 0.02% | New | 44,430 | $1.0M |
| Aviance Capital Partners, LLC | 0.12% | New | 44,143 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +16.4% | 41,964 | $963K |
| Brighton Jones LLC | 0.02% | Add +23.5% | 41,802 | $959K |
| Advisors Preferred, LLC | 0.14% | New | 40,306 | $931K |
| Private Advisor Group, LLC | 0.00% | Add +250.0% | 39,918 | $916K |
| Envestnet Asset Management Inc. | 0.00% | Add +89.9% | 39,731 | $911K |
| Caprock Group, LLC | 0.02% | — | 40,349 | $892K |
| Ethic Inc. | 0.01% | Add +76.2% | 38,153 | $875K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -3.4% | 37,639 | $863K |
| Kingsview Wealth Management, LLC | 0.01% | Add +32.2% | 37,007 | $849K |
| Twin Capital Management Inc. | 0.11% | Reduce -4.6% | 36,599 | $840K |
| Retirement Planning Co of New England, Inc. | 0.34% | Reduce -2.4% | 36,535 | $838K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +51.9% | 35,678 | $837K |
| Pallas Capital Advisors LLC | 0.03% | Add +1.0% | 36,347 | $834K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.3% | 36,803 | $819K |
| Los Angeles Capital Management LLC | 0.00% | New | 35,340 | $811K |
| Assetmark, Inc. | 0.00% | Add +123.9% | 35,250 | $809K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 35,141 | $806K |
| Oak Thistle LLC | 0.12% | Reduce -68.3% | 34,606 | $794K |
| Elevated Capital Advisors, LLC | 0.20% | Reduce -16.7% | 34,213 | $785K |
| State of Wisconsin Investment Board | 0.00% | Add +0.9% | 34,004 | $780K |
| Focus Partners Wealth | 0.00% | Add +72.4% | 33,962 | $779K |
| AE Wealth Management LLC | 0.00% | Add +20.3% | 33,271 | $763K |
| IMC-Chicago, LLC | 0.01% | New | 33,207 | $762K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -62.1% | 32,867 | $754K |
| GAMMA Investing LLC | 0.04% | Add +11.0% | 32,836 | $753K |
| Daiwa Securities Group Inc. | 0.00% | Add +5.3% | 32,253 | $740K |
| Quilter Plc | 0.01% | No change | 32,245 | $740K |
| Savant Capital, LLC | 0.00% | Reduce -4.7% | 32,014 | $734K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +17.6% | 30,046 | $724K |
| Investors Research Corp | 0.13% | No change | 31,312 | $718K |
| Mizuho Securities USA LLC | 0.01% | Add +5.0% | 32,481 | $711K |
| Xponance LLC | 0.01% | Reduce -12.6% | 30,621 | $702K |
| Equitable Holdings, Inc. | 0.01% | Reduce -20.8% | 30,150 | $692K |
| NorthCoast Asset Management LLC | 0.00% | Add +167.6% | 30,054 | $689K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 29,961 | $687K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.1% | 29,809 | $684K |
| Arvest Bank Trust Division | 0.04% | Reduce -4.3% | 29,565 | $678K |
| Guinness Asset Management LTD | 0.01% | New | 29,216 | $672K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -7.1% | 28,468 | $653K |
| Impact Partnership Wealth, LLC | 0.10% | Reduce -5.8% | 28,398 | $651K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.8% | 28,105 | $645K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +177.2% | 27,841 | $639K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +394.1% | 27,472 | $630K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.6% | 27,432 | $629K |
| Tennessee Valley Asset Management Partners | 0.08% | New | 26,915 | $617K |
| Penserra Capital Management LLC | 0.01% | New | 26,687 | $612K |
| Norinchukin Bank, The | 0.01% | Add +2.1% | 26,249 | $602K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -0.9% | 26,042 | $597K |
| Hartford Investment Management Co. | 0.02% | Reduce -1.0% | 25,997 | $596K |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.3% | 25,905 | $594K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 25,573 | $587K |
| Quantessence Capital LLC | 0.18% | New | 25,200 | $578K |
| Point72 (DIFC) Ltd | 0.04% | New | 25,192 | $578K |
| Groupama Asset Managment | 0.01% | New | 24,968 | $573K |
| Kera Capital Partners, Inc. | 0.08% | Add +8.2% | 24,200 | $555K |
| DRW Securities, LLC | 0.03% | Add +92.0% | 23,656 | $547K |
| Merit Financial Group, LLC | 0.01% | Add +24.2% | 23,733 | $544K |
| Farther Finance Advisors, LLC | 0.01% | Add +3.7% | 23,415 | $537K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.8% | 23,400 | $537K |
| Krilogy Financial LLC | 0.02% | New | 22,764 | $532K |
| Fifth Third Bancorp | 0.00% | Add +3.9% | 22,870 | $525K |
| Sterling Capital Management LLC | 0.01% | Reduce -9.3% | 22,501 | $516K |
| Novare Capital Management LLC | 0.04% | No change | 22,000 | $505K |
| Arvest Investments, Inc. | 0.07% | Reduce -0.9% | 21,973 | $504K |
| Foundations Investment Advisors, LLC | 0.01% | New | 21,905 | $502K |
| Wedmont Private Capital | 0.02% | Add +21.1% | 20,780 | $501K |
| Securian Asset Management, Inc. | 0.01% | Reduce -7.8% | 21,537 | $494K |
| Inceptionr LLC | 0.12% | New | 21,511 | $493K |
| HighTower Advisors, LLC | 0.00% | Add +63.6% | 21,292 | $488K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -44.1% | 20,980 | $481K |
| ING Groep NV | 0.00% | Reduce -3.5% | 20,885 | $479K |
| Advisory Services Network, LLC | 0.01% | New | 20,838 | $478K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1.1% | 20,635 | $476K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.8% | 20,629 | $473K |
| New Mexico Educational Retirement Board | 0.01% | Reduce -3.8% | 20,214 | $464K |
| Wolverine Trading, LLC | 0.01% | New | 19,941 | $459K |
| Inscription Capital, LLC | 0.05% | New | 19,851 | $455K |
| Maryland State Retirement & Pension System | 0.01% | Add +14.9% | 19,628 | $450K |
| Kendall Capital Management | 0.10% | No change | 19,575 | $449K |
| Utah Retirement Systems | 0.00% | No change | 19,237 | $441K |
| Park Avenue Securities LLC | 0.00% | Add +14.8% | 19,159 | $440K |
| Forum Financial Management, LP | 0.01% | Add +10.5% | 19,139 | $439K |
| Syon Capital LLC | 0.02% | Add +25.2% | 18,865 | $433K |
| Apollon Wealth Management, LLC | 0.01% | Add +29.5% | 18,560 | $426K |
| State of Wyoming | 0.05% | Reduce -29.1% | 18,433 | $423K |
| Graham Capital Management, L.P. | 0.02% | Reduce -89.2% | 18,321 | $420K |
| MAI Capital Management | 0.00% | Add +3.9% | 17,985 | $413K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +42.2% | 17,747 | $407K |
| Glenmede Investment Management, LP | 0.00% | Reduce -16.2% | 17,664 | $405K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -1.1% | 17,654 | $405K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.9% | 17,590 | $404K |
| V-Square Quantitative Management LLC | 0.07% | Add +4.2% | 17,134 | $393K |
| Prospera Financial Services Inc | 0.01% | Add +6.4% | 17,032 | $391K |
| Evoke Wealth, LLC | 0.01% | Add +14.9% | 17,009 | $390K |
| CX Institutional | 0.01% | Reduce -1.6% | 16,552 | $380K |
| Independent Advisor Alliance | 0.01% | Add +1.3% | 16,383 | $376K |
| Lanark Financial, Inc. | 0.03% | Reduce -0.6% | 16,267 | $373K |
| Axq Capital, LP | 0.14% | Add +40.4% | 16,213 | $372K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +237.1% | 16,007 | $367K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -3.6% | 15,792 | $362K |
| Independent Financial Group, LLC | 0.01% | Reduce -47.8% | 15,609 | $358K |
| DGS Capital Management, LLC | 0.06% | Reduce -0.1% | 15,410 | $354K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 15,366 | $352K |
| HB Wealth Management, LLC | 0.00% | Add +11.2% | 15,194 | $349K |
| Eagle Rock Investment Company, LLC | 0.05% | No change | 15,175 | $348K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 15,123 | $347K |
| Patton Fund Management, Inc. | 0.06% | New | 15,115 | $347K |
| LGT Group Foundation | 0.00% | Reduce -27.8% | 14,635 | $338K |
| Paragon Capital Management Ltd | 0.06% | Reduce -4.9% | 14,442 | $331K |
| Catalyst Funds Management Pty Ltd | 0.05% | New | 14,200 | $326K |
| Aaron Wealth Advisors LLC | 0.02% | New | 14,195 | $326K |
| Holcombe Financial, Inc. | 0.23% | No change | 14,080 | $323K |
| Generali Asset Management SPA SGR | 0.01% | No change | 13,796 | $316K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.9% | 13,582 | $312K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 13,300 | $305K |
| Praxis Investment Management Inc. | 0.02% | No change | 13,310 | $305K |
| Transcend Capital Advisors, LLC | 0.02% | New | 13,138 | $301K |
| MinichMacGregor Wealth Management, LLC | 0.06% | New | 13,041 | $299K |
| Element Wealth, LLC | 0.13% | Add +0.1% | 13,039 | $299K |
| US Bancorp \de | 0.00% | Add +4.1% | 12,879 | $295K |
| Adams Wealth Management | 0.06% | Reduce -31.1% | 12,801 | $294K |
| CacheTech Inc. | 0.06% | Reduce -31.1% | 12,801 | $294K |
| Gotham Asset Management | 0.00% | Add +1.8% | 12,767 | $293K |
| Vise Technologies, Inc. | 0.01% | Reduce -4.0% | 12,757 | $293K |
| Full Sail Capital, LLC | 0.02% | New | 12,556 | $288K |
| Waddell & Associates, LLC | 0.02% | Add +15.2% | 12,543 | $288K |
| Greenleaf Trust | 0.00% | Add +2.2% | 12,396 | $284K |
| Chicago Partners Investment Group LLC | 0.01% | New | 11,650 | $279K |
| Anb Bank | 0.11% | New | 12,163 | $279K |
| Exchange Traded Concepts, LLC | 0.00% | Add +112.3% | 12,102 | $278K |
| Mufg Securities Americas Inc. | 0.02% | Add +21.2% | 12,026 | $276K |
| Quadrant Capital Group LLC | 0.01% | Add +0.5% | 11,978 | $275K |
| Coldstream Capital Management Inc. | 0.00% | Add +8.0% | 11,885 | $273K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -4.1% | 11,825 | $271K |
| Keynote Financial Services LLC | 0.16% | No change | 11,744 | $269K |
| United Community Bank | 0.08% | Add +179.9% | 11,698 | $268K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -74.0% | 11,631 | $267K |
| KBC Group NV | 0.00% | No change | 11,414 | $262K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -88.0% | 11,361 | $261K |
| GC Wealth Management RIA, LLC | 0.01% | New | 11,318 | $260K |
| Signaturefd, LLC | 0.00% | Add +4.1% | 11,257 | $258K |
| Waverly Advisors, LLC | 0.00% | New | 11,165 | $256K |
| Carrera Capital Advisors | 0.05% | Add +1.1% | 11,059 | $254K |
| Sivia Capital Partners, LLC | 0.07% | New | 10,937 | $251K |
| Caerus Investment Advisors, LLC | 0.10% | New | 10,763 | $247K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -4.5% | 10,700 | $245K |
| Brand Asset Management Group, Inc. | 0.07% | New | 10,562 | $242K |
| Mather Group, Llc. | 0.00% | New | 10,556 | $242K |
| Metis Global Partners, LLC | 0.01% | Reduce -1.3% | 10,461 | $240K |
| Panagora Asset Management Inc. | 0.00% | Reduce -2.7% | 10,358 | $238K |
| Cinctive Capital Management LP | 0.01% | Reduce -85.1% | 10,297 | $236K |
| Abich Financial Wealth Management LLC | 0.08% | — | 10,296 | $236K |
| 111 Capital | 0.04% | New | 10,122 | $232K |
| Capstone Investment Advisors, LLC | 0.00% | New | 10,101 | $232K |
| Walleye Capital LLC | 0.00% | New | 10,086 | $231K |
| SG Americas Securities, LLC | 0.00% | Reduce -87.0% | 10,064 | $231K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 9,598 | $230K |
| M&T Bank Corp | 0.00% | New | 9,969 | $229K |
| Compound Planning, Inc. | 0.01% | New | 9,891 | $227K |
| Baker Avenue Asset Management, LP | 0.01% | New | 9,682 | $222K |
| Commerce Bank | 0.00% | New | 9,606 | $220K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,528 | $218K |
| Versant Capital Management, Inc | 0.03% | Add +3.8% | 9,349 | $214K |
| R Squared Ltd | 0.09% | New | 9,318 | $214K |
| Prelude Capital Management, LLC | 0.02% | Reduce -29.9% | 9,203 | $211K |
| United Capital Financial Advisors, LLC | 0.00% | New | 9,130 | $209K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 8,987 | $206K |
| Longboard Asset Management, LP | 0.33% | New | 8,978 | $206K |
| Perigon Wealth Management, LLC | 0.00% | New | 8,931 | $205K |
| Symmetry Partners, LLC | 0.02% | New | 8,915 | $205K |
| waypoint wealth counsel | 0.08% | New | 8,868 | $203K |
| Steinberganna Wealth Management | 0.09% | — | 8,782 | $201K |
| Ritholtz Wealth Management | 0.00% | New | 8,775 | $201K |
| Summit Securities Group LLC | 0.07% | Add +2813.0% | 8,768 | $201K |
| STRS Ohio | 0.00% | Reduce -91.9% | 8,702 | $200K |
| MUFG Securities EMEA plc | 0.00% | Add +546.7% | 8,536 | $196K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.4% | 8,105 | $186K |
| Bessemer Group Inc. | 0.00% | Add +20.4% | 7,970 | $184K |
| Harbour Investments, Inc. | 0.00% | Add +11806.4% | 7,501 | $172K |
| Bayforest Capital Ltd | 0.08% | Add +17838.5% | 6,996 | $160K |
| NFSG Corp | 0.02% | New | 6,716 | $154K |
| Principal Securities, Inc. | 0.00% | Add +39.8% | 6,452 | $148K |
| Covestor Ltd | 0.08% | Reduce -49.6% | 6,416 | $147K |
| Simplex Trading, LLC | 0.00% | Reduce -70.4% | 6,208 | $142K |
| MCF Advisors LLC | 0.01% | Add +91.7% | 6,089 | $140K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Reduce -89.0% | 5,513 | $126K |
| Aster Capital Management (DIFC) Ltd | 0.06% | New | 5,491 | $126K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -2.9% | 4,854 | $112K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,224 | $97K |
| TD Private Client Wealth LLC | 0.00% | Add +3.9% | 4,168 | $96K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -9.6% | 4,166 | $96K |
| Zions Bancorporation, National Association | 0.00% | Add +0.8% | 4,076 | $94K |
| Contravisory Investment Management, Inc. | 0.02% | Add +84.6% | 3,882 | $89K |
| Shell Asset Management Co. | 0.01% | Reduce -59.0% | 3,591 | $82K |
| Caldwell Trust Co | 0.01% | Reduce -16.3% | 3,470 | $80K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 3,470 | $80K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,369 | $77K |
| Employees Retirement System of Texas | 0.00% | New | 3,336 | $77K |
| Van Eck Associates Corp. | 0.00% | Reduce -55.2% | 3,298 | $76K |
| Parallel Advisors, LLC | 0.00% | Add +18.4% | 3,031 | $70K |
| Danske Bank A/S | 0.00% | No change | 3,000 | $69K |
| CI Investments Inc. | 0.00% | Add +21.4% | 2,780 | $64K |
| Silvant Capital Management LLC | 0.00% | No change | 2,649 | $61K |
| UMB Bank, n.a. | 0.00% | No change | 2,623 | $60K |
| Quarry LP | 0.01% | Reduce -73.3% | 2,475 | $57K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,426 | $56K |
| Clearstead Advisors, LLC | 0.00% | Add +62.0% | 2,388 | $55K |
| Capital Analysts, LLC | 0.00% | Reduce -6.6% | 2,345 | $54K |
| Huntington National Bank | 0.00% | Add +1.6% | 2,243 | $51K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.2% | 2,138 | $49K |
| Truvestments Capital LLC | 0.01% | No change | 2,105 | $48K |
| True Wealth Design, LLC | 0.01% | Add +367.3% | 2,070 | $47K |
| Brown Brothers Harriman & Co. | 0.00% | Add +151.0% | 2,046 | $47K |
| IFP Advisors, Inc | 0.00% | Reduce -5.5% | 2,010 | $46K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.2% | 1,906 | $44K |
| Manchester Capital Management LLC | 0.01% | Reduce -12.6% | 1,880 | $43K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | New | 1,787 | $41K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,650 | $38K |
| Quent Capital, LLC | 0.00% | New | 1,604 | $37K |
| Curat Global, LLC | 0.03% | No change | 1,610 | $37K |
| Optimum Investment Advisors | 0.01% | No change | 1,600 | $37K |
| Deseret Mutual Benefit Administrators | 0.01% | Reduce -15.8% | 1,536 | $35K |
| Larson Financial Group LLC | 0.00% | Add +61.5% | 1,466 | $34K |
| Altshuler Shaham Ltd | 0.00% | Add +17.2% | 1,435 | $33K |
| Root Financial Partners, LLC | 0.00% | New | 1,328 | $30K |
| Crews Bank & Trust | 0.00% | No change | 1,325 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,313 | $30K |
| Sentry Investment Management LLC | 0.02% | New | 1,236 | $30K |
| CYBER HORNET ETFs LLC | 0.02% | Add +3.4% | 1,228 | $28K |
| Independence Bank of Kentucky | 0.00% | No change | 1,210 | $28K |
| CNB Bank | 0.01% | New | 1,153 | $26K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Add +195.7% | 973 | $22K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 950 | $22K |
| Gables Capital Management Inc. | 0.01% | No change | 934 | $21K |
| HM Payson & Co. | 0.00% | New | 790 | $18K |
| Private Trust Co. NA | 0.00% | Reduce -39.5% | 767 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 750 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Add +37.6% | 725 | $17K |
| Clearstead Trust, LLC | 0.00% | No change | 732 | $17K |
| Hemington Wealth Management | 0.00% | Add +13.9% | 727 | $16K |
| Blue Trust, Inc. | 0.00% | Add +2.2% | 686 | $16K |
| Salomon & Ludwin, LLC | 0.00% | New | 625 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.1% | 635 | $15K |
| Cromwell Holdings LLC | 0.01% | No change | 624 | $14K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -8.2% | 641 | $14K |
| Addison Advisors LLC | 0.00% | No change | 565 | $13K |
| Avion Wealth | 0.00% | No change | 536 | $12K |
| Dogwood Wealth Management LLC | 0.01% | Add +1.0% | 489 | $11K |
| Red Tortoise LLC | 0.00% | No change | 446 | $10K |
| WPG Advisers, LLC | 0.01% | Add +22.9% | 413 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Add +667.3% | 399 | $9K |
| Cape Investment Advisory, Inc. | 0.01% | Add +30.8% | 395 | $9K |
| Activest Wealth Management | 0.00% | Add +1.9% | 327 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 295 | $7K |
| Fortitude Family Office, LLC | 0.00% | Add +4.4% | 283 | $6K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 267 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 258 | $6K |
| First Horizon Corp. | 0.00% | — | 253 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.4% | 248 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 247 | $6K |
| WealthCollab, LLC | 0.00% | No change | 235 | $5K |
| Rakuten Securities, Inc. | 0.00% | Add +2288.9% | 215 | $5K |
| Stone House Investment Management, LLC | 0.00% | New | 212 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +514.7% | 209 | $5K |
| ORG Partners LLC | 0.00% | Add +19.8% | 206 | $5K |
| Trust Co. of Vermont | 0.00% | New | 205 | $5K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 171 | $4K |
| Hilltop National Bank | 0.00% | No change | 162 | $4K |
| Eastern Bank | 0.00% | No change | 161 | $4K |
| Global Retirement Partners, LLC | 0.00% | Add +27.8% | 161 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -20.0% | 152 | $3K |
| Strategic Advocates LLC | 0.00% | New | 145 | $3K |
| GW&K Investment Management, LLC | 0.00% | No change | 139 | $3K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 125 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 123 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 118 | $3K |
| TFC Financial Management, Inc. | 0.00% | Add +234.3% | 117 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +9.5% | 115 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 112 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 108 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +13.2% | 103 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 104 | $2K |
| Nova Wealth Management, Inc. | 0.00% | No change | 100 | $2K |
| Howard Hughes Medical Institute | 0.00% | No change | 96 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 97 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 90 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | New | 80 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 80 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 69 | $2K |
| Clark Wealth Partners | 0.00% | New | 58 | $2K |
| Spire Wealth Management | 0.00% | Add +8.9% | 61 | $1K |
| Tidemark, LLC | 0.00% | No change | 55 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -82.5% | 55 | $1K |
| Caitlin John, LLC | 0.00% | New | 53 | $1K |
| Kilter Group LLC | 0.00% | Add +32.5% | 53 | $1K |
| Grove Bank & Trust | 0.00% | No change | 53 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +15.6% | 52 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 52 | $1K |
| Leonteq Securities AG | 0.00% | Reduce -94.6% | 51 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 46 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 79 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 42 | $993 |
| Geneos Wealth Management Inc. | 0.00% | Reduce -48.2% | 43 | $986 |
| Texas Capital Bancshares Inc | 0.00% | New | 42 | $963 |
| American Capital Advisory, LLC | 0.00% | No change | 41 | $941 |
| Dunhill Financial, LLC | 0.00% | No change | 40 | $927 |
| SouthState Bank Corp | 0.00% | Reduce -71.7% | 39 | $895 |
| CVA Family Office, LLC | 0.00% | No change | 38 | $872 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 36 | $826 |
| Sound Income Strategies, LLC | 0.00% | No change | 34 | $813 |
| MV Capital Management, Inc. | 0.00% | No change | 35 | $803 |
| Rise Advisors, LLC | 0.00% | No change | 32 | $734 |
| HFM Investment Advisors, LLC | 0.00% | No change | 32 | $734 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +19.2% | 31 | $711 |
| Financial Consulate, Inc. | 0.00% | New | 29 | $666 |
| Rossby Financial, LCC | 0.00% | No change | 26 | $600 |
| Avalon Trust Co | 0.00% | New | 26 | $597 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 22 | $516 |
| Quaker Wealth Management, LLC | 0.00% | No change | 22 | $505 |
| Wealth Watch Advisors, INC | 0.00% | New | 22 | $505 |
| CoreCap Advisors, LLC | 0.00% | Add +18.8% | 19 | $436 |
| Creative Financial Designs Inc. | 0.00% | Reduce -88.2% | 10 | $229 |
| WestEnd Advisors, LLC | 0.00% | No change | 10 | $229 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 7 | $166 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 2 | $46 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 21 | $0 |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.