InvescoIVZ
13F holders, Q4 2025 (December 31)630holders +64
90new positions
39sold out
11famous investors
$26.28avg. 13F price*
At the end of Q4 2025, 630 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 64 from Q3 2025. 90 opened new positions and 39 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($2.1B), Vanguard Group Inc. ($1.4B) and BlackRock, Inc. ($1.0B). 11 famous investors held it, including Nelson Peltz (2.0% of Trian Fund Management's portfolio), Israel Englander (0.3% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $417.7M |
| Exits | 39 | $66.8M |
All 13F filers, Q3 2025 → Q4 2025: 46,708,300 shares bought and 33,091,352 shares sold, net +13,616,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 630 holders
| Massachusetts Mutual Life Insurance Co. | 88.11% | No change | 81,332,319 | $2.1B |
| Vanguard Group Inc. | 0.02% | Add +1.8% | 52,965,761 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +3.3% | 38,956,628 | $1.0B |
| State Street Corp. | 0.02% | Add +0.1% | 21,541,382 | $565.9M |
| Dimensional Fund Advisors LP | 0.11% | Reduce -2.6% | 20,764,685 | $545.5M |
| Millennium Management | 0.27% | Add +7.9% | 13,882,786 | $364.7M |
| Geode Capital Management, LLC | 0.02% | Reduce -2.5% | 10,925,140 | $286.5M |
| AQR Capital Management | 0.12% | Reduce -9.5% | 8,882,863 | $233.4M |
| Invesco Ltd. | 0.02% | New | 8,770,121 | $230.4M |
| Morgan Stanley | 0.01% | Reduce -3.8% | 7,338,776 | $192.8M |
| T. Rowe Price Associates Inc. | 0.02% | Add +368.4% | 6,729,393 | $176.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +3.3% | 6,424,969 | $168.8M |
| Northern Trust Corp. | 0.02% | Reduce -3.8% | 6,007,833 | $157.8M |
| Fisher Asset Management | 0.05% | Add +6.0% | 5,508,744 | $144.7M |
| Alliancebernstein L.P. | 0.04% | Reduce -3.7% | 4,808,093 | $126.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.1% | 4,376,599 | $115.0M |
| Samlyn Capital, LLC | 1.76% | Add +116.8% | 4,211,041 | $110.6M |
| Norges Bank | 0.01% | — | 3,902,656 | $102.5M |
| Bank of New York Mellon Corp | 0.01% | Add +47.1% | 3,249,634 | $85.4M |
| Nomura Asset Management International Inc. | 0.13% | — | 3,150,958 | $82.8M |
| Macquarie Group Ltd. | 0.34% | Add +0.9% | 2,979,258 | $78.3M |
| Trian Fund Management | 1.96% | Reduce -79.7% | 2,970,944 | $78.0M |
| UBS Group AG | 0.01% | Reduce -16.6% | 2,841,830 | $74.7M |
| Deutsche Bank AG | 0.02% | Add +81.7% | 2,634,866 | $69.2M |
| Holocene Advisors, LP | 0.14% | Add +1.6% | 2,467,939 | $64.8M |
| Jane Street Group, LLC | 0.07% | Add +310.2% | 2,314,357 | $60.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +989.7% | 1,921,158 | $54.3M |
| Bank of America Corp. | 0.00% | Add +40.4% | 2,058,493 | $54.1M |
| Ameriprise Financial Inc. | 0.01% | Add +30.9% | 2,020,822 | $53.1M |
| Amundi | 0.02% | Add +13.5% | 2,014,800 | $52.9M |
| First Trust Advisors LP | 0.04% | Reduce -36.4% | 1,978,717 | $52.0M |
| Nuveen, LLC | 0.01% | Add +13.2% | 1,959,814 | $51.5M |
| Point72 Asset Management | 0.08% | Add +57.1% | 1,863,564 | $49.0M |
| Letko, Brosseau & Associates Inc. | 0.68% | Reduce -1.6% | 1,575,463 | $41.4M |
| Qube Research & Technologies Ltd | 0.06% | New | 1,464,827 | $38.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +1.4% | 1,446,694 | $38.0M |
| BNP Paribas Financial Markets | 0.02% | Add +55.1% | 1,425,528 | $37.4M |
| Allianz Asset Management GmbH | 0.04% | Reduce -7.0% | 1,382,177 | $36.3M |
| Citigroup Inc. | 0.02% | Add +86.1% | 1,362,976 | $35.8M |
| Delta Global Management LP | 2.55% | New | 1,336,596 | $35.1M |
| Quantinno Capital Management LP | 0.07% | Add +11.8% | 1,268,515 | $33.3M |
| Wedge Capital Management L L P | 0.60% | New | 1,265,865 | $33.3M |
| Barclays PLC | 0.01% | Reduce -31.7% | 1,206,803 | $31.7M |
| Sei Investments Co. | 0.03% | Add +691.2% | 1,164,265 | $30.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.1% | 1,123,830 | $29.5M |
| Basswood Capital Management, L.L.C. | 1.30% | Add +20.6% | 1,117,152 | $29.3M |
| Walleye Trading LLC | 0.45% | Add +70.3% | 1,071,749 | $28.2M |
| Engineers Gate Manager LP | 0.33% | Add +1687.0% | 1,061,641 | $27.9M |
| D. E. Shaw & Co. | 0.02% | Add +35.1% | 1,018,397 | $26.8M |
| Raymond James Financial Inc. | 0.01% | Add +529.3% | 1,017,339 | $26.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -3.4% | 946,430 | $24.9M |
| Ieq Capital, LLC | 0.07% | Add +10.8% | 915,843 | $24.1M |
| Citadel Advisors | 0.02% | Reduce -82.7% | 862,310 | $22.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -15.2% | 781,225 | $20.5M |
| Rhumbline Advisers | 0.02% | Reduce -7.3% | 772,260 | $20.3M |
| Royal Bank of Canada | 0.00% | Add +54.3% | 730,602 | $19.2M |
| Legal & General Group Plc | 0.00% | Reduce -7.2% | 728,896 | $19.1M |
| FMR LLC | 0.00% | Add +74.3% | 720,174 | $18.9M |
| Prudential Financial Inc. | 0.02% | Reduce -7.9% | 709,422 | $18.6M |
| Cerity Partners LLC | 0.03% | Reduce -13.8% | 705,245 | $18.5M |
| Swiss National Bank | 0.01% | Add +1.3% | 703,500 | $18.5M |
| California Public Employees Retirement System | 0.01% | Add +5.8% | 685,683 | $18.0M |
| Trexquant Investment LP | 0.16% | Add +722.9% | 684,146 | $18.0M |
| Franklin Resources Inc. | 0.00% | Add +89.3% | 673,029 | $17.7M |
| Moore Capital Management, LP | 0.37% | New | 670,080 | $17.6M |
| Credit Agricole S A | 0.05% | Add +816.1% | 627,721 | $16.5M |
| Swiss Life Asset Management Ltd | 0.08% | Reduce -50.0% | 584,622 | $15.4M |
| Susquehanna Portfolio Strategies, LLC | 0.23% | No change | 575,286 | $15.1M |
| Squarepoint Ops LLC | 0.03% | Add +4.0% | 525,553 | $13.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -0.0% | 498,270 | $13.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +554.2% | 502,788 | $13.2M |
| Wealthcare Capital Management LLC | 1.30% | Reduce -6.2% | 498,545 | $13.1M |
| State of Tennessee, Department of Treasury | 0.04% | Add +1.4% | 447,334 | $12.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -29.0% | 448,168 | $11.8M |
| Algert Global LLC | 0.18% | No change | 447,807 | $11.8M |
| Canada Pension Plan Investment Board | 0.01% | Add +19.9% | 445,100 | $11.7M |
| HSBC Holdings PLC | 0.01% | Add +36.3% | 431,088 | $11.4M |
| Tudor Investment Corporation | 0.06% | Add +74.8% | 412,693 | $10.8M |
| Prana Capital Management, LP | 0.39% | Reduce -59.4% | 405,485 | $10.7M |
| Bank of Nova Scotia | 0.02% | Add +65.2% | 404,895 | $10.6M |
| Caption Management, LLC | 0.48% | New | 399,800 | $10.5M |
| New York State Teachers Retirement System | 0.02% | Add +10.7% | 399,167 | $10.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -11.0% | 369,686 | $9.7M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +17.9% | 361,869 | $9.5M |
| Live Oak Private Wealth LLC | 1.24% | Reduce -2.9% | 346,777 | $9.1M |
| Susquehanna International Group, LLP | 0.01% | Add +133.8% | 345,761 | $9.1M |
| California State Teachers Retirement System | 0.01% | Add +0.7% | 338,203 | $8.9M |
| Governors Lane LP | 0.81% | Add +32.5% | 330,929 | $8.7M |
| Cambridge Financial Group, Inc. | 3.16% | New | 314,625 | $8.3M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -7.1% | 312,980 | $8.2M |
| Bank of Montreal | 0.00% | Reduce -2.7% | 307,319 | $8.1M |
| LPL Financial LLC | 0.00% | Add +25.9% | 304,232 | $8.0M |
| Mariner, LLC | 0.01% | Add +47.2% | 300,690 | $7.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.8% | 300,573 | $7.9M |
| SG Americas Securities, LLC | 0.01% | Add +2834.7% | 295,352 | $7.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -31.7% | 277,296 | $7.3M |
| GMO | 0.02% | Add +40.5% | 269,705 | $7.1M |
| Lighthouse Investment Partners, LLC | 0.24% | Reduce -27.9% | 269,472 | $7.1M |
| Verition Fund Management LLC | 0.04% | Reduce -29.2% | 263,452 | $6.9M |
| Toronto Dominion Bank | 0.01% | Reduce -0.9% | 260,392 | $6.8M |
| Wesleyan Assurance Society | 0.39% | No change | 258,136 | $6.8M |
| Gifford Fong Associates | 1.34% | No change | 255,393 | $6.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -1.7% | 255,294 | $6.7M |
| Poehling Capital Management, INC. | 1.36% | Reduce -0.2% | 253,381 | $6.7M |
| New York State Common Retirement Fund | 0.01% | Add +1.8% | 250,590 | $6.6M |
| Y-Intercept (Hong Kong) Ltd | 0.15% | Add +146.0% | 249,612 | $6.6M |
| National Bank of Canada | 0.01% | Reduce -11.1% | 249,282 | $6.5M |
| Exchange Traded Concepts, LLC | 0.05% | Add +1848.2% | 235,767 | $6.2M |
| Cwm, LLC | 0.02% | Add +18.9% | 235,332 | $6.2M |
| Olstein Capital Management, L.P. | 1.26% | Reduce -23.4% | 233,000 | $6.1M |
| Victory Capital Management Inc. | 0.00% | Add +5.8% | 225,858 | $5.9M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.8% | 225,707 | $5.9M |
| Group One Trading LLC | 0.17% | Add +201.3% | 224,192 | $5.9M |
| Erste Asset Management GmbH | 0.05% | Add +11.1% | 211,613 | $5.7M |
| Wellington Management Group LLP | 0.00% | Reduce -4.7% | 215,978 | $5.7M |
| Gabelli Funds LLC | 0.04% | No change | 215,000 | $5.6M |
| Stifel Financial Corp. | 0.00% | Add +65.1% | 206,991 | $5.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +41.5% | 205,615 | $5.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -1.5% | 202,056 | $5.3M |
| Informed Momentum Co LLC | 0.59% | New | 200,876 | $5.3M |
| D.A. Davidson & Co. | 0.03% | Add +10.3% | 196,673 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +3.8% | 192,593 | $5.1M |
| Creative Planning | 0.00% | Add +103.9% | 183,407 | $4.8M |
| Cacti Asset Management LLC | 0.29% | Reduce -7.5% | 178,180 | $4.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +27.1% | 179,293 | $4.7M |
| Mubadala Investment Co PJSC | 0.03% | New | 172,468 | $4.5M |
| Rathbones Group PLC | 0.02% | No change | 170,480 | $4.5M |
| IMC-Chicago, LLC | 0.08% | Add +406.7% | 168,274 | $4.4M |
| Jefferies Financial Group Inc. | 0.04% | Add +3.4% | 167,823 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.4% | 167,019 | $4.4M |
| Storebrand Asset Management As | 0.01% | Reduce -1.5% | 166,001 | $4.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -52.7% | 164,280 | $4.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -39.3% | 162,111 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +10.8% | 160,639 | $4.2M |
| Financial Sense Advisors, Inc. | 0.88% | Add +1.1% | 158,137 | $4.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.6% | 157,490 | $4.1M |
| Mackenzie Financial Corp. | 0.00% | Add +104.6% | 155,593 | $4.1M |
| Vontobel Holding Ltd. | 0.01% | Reduce -17.1% | 153,242 | $4.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -7.4% | 152,766 | $4.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 152,477 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -6.1% | 152,477 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 148,229 | $3.9M |
| Kingsview Wealth Management, LLC | 0.06% | Add +299.8% | 147,946 | $3.9M |
| ProShare Advisors LLC | 0.01% | Reduce -4.6% | 147,653 | $3.9M |
| American Century Companies Inc. | 0.00% | Add +6.7% | 139,890 | $3.7M |
| Convergence Investment Partners, LLC | 0.71% | Add +3.6% | 136,465 | $3.6M |
| Del-Sette Capital Management, LLC | 2.21% | Add +3.9% | 136,320 | $3.6M |
| Hancock Whitney Corp. | 0.06% | Add +3.9% | 134,128 | $3.5M |
| Capital Fund Management S.A. | 0.03% | Reduce -78.4% | 132,454 | $3.5M |
| Cetera Investment Advisers | 0.00% | Add +5.2% | 132,118 | $3.5M |
| QRG Capital Management, Inc. | 0.04% | Reduce -33.0% | 130,480 | $3.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -4.1% | 129,148 | $3.4M |
| Systematic Alpha Investments, LLC | 0.10% | No change | 126,193 | $3.3M |
| Brandywine Global Investment Management, LLC | 0.02% | Add +18.4% | 123,780 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -26.3% | 121,919 | $3.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 117,811 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +3.9% | 117,468 | $3.1M |
| Landscape Capital Management, L.L.C. | 0.21% | New | 117,432 | $3.1M |
| Czech National Bank | 0.02% | Add +3.6% | 117,365 | $3.1M |
| State of Michigan Retirement System | 0.01% | Reduce -3.4% | 116,498 | $3.1M |
| Cibc World Market Inc. | 0.01% | Add +14.1% | 114,000 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 113,659 | $3.0M |
| Public Sector Pension Investment Board | 0.01% | Add +17.9% | 113,322 | $3.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +520.8% | 109,595 | $2.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +6.6% | 108,921 | $2.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.6% | 105,368 | $2.8M |
| Zacks Investment Management | 0.02% | New | 105,173 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.2% | 104,604 | $2.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.3% | 103,531 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -5.1% | 100,766 | $2.6M |
| Walleye Capital LLC | 0.02% | Add +893.8% | 100,233 | $2.6M |
| CIBC Asset Management Inc | 0.01% | Add +74.3% | 99,072 | $2.6M |
| Arizona State Retirement System | 0.01% | Reduce -6.7% | 98,854 | $2.6M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.6% | 98,600 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.3% | 98,043 | $2.6M |
| Continental Advisors LLC | 1.66% | Reduce -16.3% | 97,690 | $2.6M |
| Atlatl Advisers LLC | 0.98% | New | 97,690 | $2.6M |
| Maltese Capital Management LLC | 0.45% | Reduce -69.7% | 95,335 | $2.5M |
| American Financial Group Inc. | 0.92% | Reduce -61.2% | 95,000 | $2.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.5% | 94,689 | $2.5M |
| Harmony Asset Management LLC | 0.83% | Add +4.0% | 94,537 | $2.5M |
| Picton Mahoney Asset Management | 0.03% | Add +46.4% | 93,845 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | No change | 91,700 | $2.4M |
| Valueworks LLC | 0.63% | Reduce -4.5% | 90,614 | $2.4M |
| Dark Forest Capital Management LP | 0.11% | Add +98.0% | 89,630 | $2.4M |
| Voya Investment Management LLC | 0.00% | Add +0.6% | 88,528 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +57.1% | 87,641 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +0.6% | 86,224 | $2.3M |
| Amalgamated Bank | 0.02% | Add +6.0% | 85,268 | $2.2M |
| South Dakota Investment Council | 0.04% | Reduce -70.7% | 83,894 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +14.1% | 83,703 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +146.2% | 83,610 | $2.2M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -6.6% | 80,664 | $2.2M |
| Cozad Asset Management Inc. | 0.17% | Add +0.8% | 82,038 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Add +5.4% | 81,640 | $2.1M |
| Horizon Investments, LLC | 0.03% | Reduce -5.6% | 81,354 | $2.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -0.1% | 79,449 | $2.1M |
| TD Asset Management Inc | 0.00% | Reduce -1.6% | 77,104 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +107.3% | 76,295 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.6% | 75,629 | $2.0M |
| Two Sigma Advisers, LP | 0.00% | Reduce -51.0% | 75,200 | $2.0M |
| NEOS Investment Management LLC | 0.01% | Add +31.8% | 74,848 | $2.0M |
| Vident Advisory, LLC | 0.02% | Add +7.5% | 74,243 | $2.0M |
| Highland Capital Management, LLC | 0.10% | Reduce -10.3% | 73,645 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +3.9% | 73,472 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +18.9% | 73,444 | $1.9M |
| Mork Capital Management, LLC | 1.18% | No change | 73,400 | $1.9M |
| Man Group plc | 0.00% | Reduce -79.5% | 71,682 | $1.9M |
| CSS LLC | 0.31% | Reduce -21.6% | 70,533 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.1% | 70,466 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -8.7% | 70,175 | $1.8M |
| Greenwood Capital Associates LLC | 0.20% | Reduce -3.5% | 69,673 | $1.8M |
| Woodline Partners LP | 0.01% | Add +15.1% | 67,739 | $1.8M |
| Gold Investment Management Ltd. | 0.56% | Reduce -2.6% | 67,142 | $1.8M |
| Norris Financial Group, LLC | 0.60% | Add +0.8% | 66,849 | $1.8M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -23.4% | 66,788 | $1.8M |
| Aberdeen Group plc | 0.00% | Add +21.4% | 64,983 | $1.7M |
| ARGA Investment Management, LP | 0.05% | Reduce -2.5% | 64,792 | $1.7M |
| MML Investors Services, LLC | 0.00% | Reduce -14.9% | 61,460 | $1.6M |
| Allworth Financial LP | 0.01% | Add +1.8% | 60,788 | $1.6M |
| F/m Investments LLC | 0.06% | New | 60,651 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +11.4% | 60,343 | $1.6M |
| Summit Trail Advisors, LLC | 0.03% | Add +10.6% | 59,900 | $1.6M |
| Parrish Capital LLC | 1.41% | — | 59,212 | $1.6M |
| Buckley Wealth Management, LLC | 0.41% | New | 58,860 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.05% | No change | 57,621 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +42.6% | 56,639 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -8.4% | 52,931 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Add +63.1% | 55,463 | $1.5M |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.6% | 55,160 | $1.4M |
| Simplex Trading, LLC | 0.04% | Add +786.0% | 55,004 | $1.4M |
| Oak Thistle LLC | 0.20% | Add +58.5% | 54,851 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +50.1% | 52,904 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +24.6% | 52,297 | $1.4M |
| Rothschild Investment LLC | 0.07% | Add +9.0% | 51,069 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.2% | 50,935 | $1.3M |
| Machina Capital S.A.S. | 0.25% | New | 49,928 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +127.4% | 49,805 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +11.6% | 49,589 | $1.3M |
| Contravisory Investment Management, Inc. | 0.26% | Add +1165.9% | 49,142 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +73.6% | 48,344 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.37% | Reduce -2.5% | 48,048 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.1% | 47,796 | $1.3M |
| Mount Lucas Management LP | 0.55% | Add +1.6% | 47,560 | $1.2M |
| Essential Partners LLC | 0.38% | Add +2.3% | 47,082 | $1.2M |
| Twin Tree Management, LP | 0.13% | Reduce -28.4% | 46,758 | $1.2M |
| Aviance Capital Partners, LLC | 0.14% | Add +5.9% | 46,754 | $1.2M |
| Cibc World Markets Corp. | 0.01% | — | 46,472 | $1.2M |
| Lecap Asset Management Ltd. | 0.48% | Reduce -31.4% | 46,272 | $1.2M |
| Ethic Inc. | 0.02% | Add +20.8% | 46,086 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +38.2% | 45,992 | $1.2M |
| Integrated Quantitative Investments LLC | 0.26% | New | 45,984 | $1.2M |
| Park Capital Management, LLC / WI | 0.86% | New | 45,824 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +27.6% | 45,534 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -26.5% | 45,355 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -54.5% | 44,473 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -8.1% | 44,234 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.0% | 44,082 | $1.2M |
| Advisory Research Inc. | 0.14% | New | 43,861 | $1.2M |
| Harvest Investment Services, LLC | 0.21% | New | 41,834 | $1.1M |
| Invst, LLC | 0.12% | Reduce -8.7% | 41,556 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +27.7% | 38,370 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +9.2% | 41,088 | $1.1M |
| Pallas Capital Advisors LLC | 0.04% | Add +12.7% | 40,967 | $1.1M |
| Neo Ivy Capital Management | 0.17% | New | 40,948 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +70.0% | 40,351 | $1.1M |
| Guinness Asset Management LTD | 0.02% | Add +28.1% | 37,433 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +35.7% | 38,145 | $1.0M |
| Twin Capital Management Inc. | 0.12% | Add +0.8% | 36,879 | $969K |
| Havemeyer Place LP | 0.19% | — | 36,720 | $965K |
| Impact Partnership Wealth, LLC | 0.12% | Add +29.3% | 36,711 | $964K |
| Retirement Planning Co of New England, Inc. | 0.38% | Reduce -0.3% | 36,443 | $957K |
| GAMMA Investing LLC | 0.05% | Add +8.0% | 35,451 | $931K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 35,141 | $923K |
| Xponance LLC | 0.01% | Add +11.9% | 34,268 | $900K |
| Savant Capital, LLC | 0.01% | Add +7.0% | 34,260 | $900K |
| Private Advisor Group, LLC | 0.00% | Reduce -14.2% | 34,250 | $900K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.1% | 34,210 | $899K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.6% | 33,389 | $877K |
| Elevated Capital Advisors, LLC | 0.20% | Reduce -5.4% | 32,360 | $850K |
| Quilter Plc | 0.01% | No change | 32,245 | $847K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.5% | 30,903 | $812K |
| Mizuho Securities USA LLC | 0.01% | Reduce -0.2% | 32,409 | $792K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 29,961 | $787K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.2% | 29,858 | $784K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.7% | 29,650 | $779K |
| Arvest Bank Trust Division | 0.04% | Reduce -3.0% | 28,692 | $754K |
| Krilogy Financial LLC | 0.03% | Add +15.4% | 26,261 | $752K |
| Bridgewater Associates | 0.00% | Reduce -39.7% | 28,015 | $736K |
| WINTON GROUP Ltd | 0.03% | New | 28,000 | $736K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -2.2% | 27,848 | $732K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.2% | 27,768 | $729K |
| Norinchukin Bank, The | 0.01% | Add +5.7% | 27,735 | $729K |
| Advisory Services Network, LLC | 0.01% | Add +28.4% | 26,765 | $703K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +26.4% | 26,077 | $685K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 26,042 | $684K |
| Farther Finance Advisors, LLC | 0.01% | Add +10.2% | 25,806 | $678K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.2% | 25,515 | $670K |
| Hartford Investment Management Co. | 0.02% | Reduce -2.2% | 25,420 | $668K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -99.2% | 25,242 | $663K |
| Mirabella Financial Services LLP | 0.07% | New | 24,613 | $647K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.2% | 24,549 | $645K |
| Kera Capital Partners, Inc. | 0.08% | Reduce -2.9% | 23,508 | $642K |
| Caprock Group, LLC | 0.01% | Reduce -39.6% | 24,355 | $640K |
| HighTower Advisors, LLC | 0.00% | Add +8.9% | 23,180 | $609K |
| Inceptionr LLC | 0.17% | Add +6.7% | 22,953 | $603K |
| Polymer Capital Management (US) LLC | 0.08% | New | 22,882 | $601K |
| Vinva Investment Management Ltd | 0.01% | Reduce -51.2% | 15,136 | $598K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.0% | 22,700 | $596K |
| Groupama Asset Managment | 0.01% | Reduce -9.4% | 22,622 | $594K |
| Wedmont Private Capital | 0.02% | Add +2.2% | 21,236 | $588K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +38.6% | 22,186 | $583K |
| Fifth Third Bancorp | 0.00% | Reduce -3.8% | 22,004 | $578K |
| Novare Capital Management LLC | 0.04% | No change | 22,000 | $578K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.7% | 21,757 | $572K |
| Evergreen Capital Management LLC | 0.01% | New | 21,732 | $571K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 21,576 | $567K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -57.2% | 21,530 | $566K |
| Evolve Private Wealth, LLC | 0.03% | — | 21,460 | $564K |
| Apollon Wealth Management, LLC | 0.01% | Add +15.6% | 21,446 | $563K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 21,404 | $562K |
| iA Global Asset Management Inc. | 0.01% | New | 21,010 | $552K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.3% | 20,371 | $549K |
| Syon Capital LLC | 0.03% | Add +10.0% | 20,749 | $545K |
| New Mexico Educational Retirement Board | 0.02% | Add +2.5% | 20,714 | $544K |
| USA Financial Formulas | 0.10% | New | 20,665 | $543K |
| Arvest Investments, Inc. | 0.08% | Reduce -6.3% | 20,588 | $541K |
| ING Groep NV | 0.00% | Reduce -1.6% | 20,544 | $540K |
| Pavaki Capital Management LLC | 0.37% | — | 20,000 | $525K |
| Inscription Capital, LLC | 0.05% | No change | 19,851 | $521K |
| Maryland State Retirement & Pension System | 0.01% | No change | 19,628 | $516K |
| Wealth Management Associates, Inc. | 0.18% | New | 19,410 | $510K |
| Kendall Capital Management | 0.11% | Reduce -1.3% | 19,325 | $508K |
| Utah Retirement Systems | 0.00% | No change | 19,237 | $505K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 19,145 | $503K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.3% | 19,057 | $501K |
| Hudson Bay Capital Management LP | 0.00% | New | 18,710 | $492K |
| M&T Bank Corp | 0.00% | Add +85.2% | 18,460 | $485K |
| HB Wealth Management, LLC | 0.00% | Add +20.9% | 18,375 | $483K |
| MUFG Securities EMEA plc | 0.01% | Add +114.4% | 18,303 | $481K |
| Park Avenue Securities LLC | 0.00% | Reduce -6.3% | 17,949 | $472K |
| Evoke Wealth, LLC | 0.01% | Add +3.8% | 17,660 | $464K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +32.7% | 17,650 | $464K |
| EP Wealth Advisors, LLC | 0.00% | — | 17,531 | $461K |
| Edmond DE Rothschild Holding S.A. | 0.01% | New | 17,500 | $460K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +10.5% | 17,450 | $458K |
| Keybank National Association | 0.00% | New | 17,164 | $451K |
| CX Institutional | 0.01% | Add +3.0% | 17,049 | $448K |
| State of Wyoming | 0.05% | Reduce -8.4% | 16,875 | $443K |
| Quarry LP | 0.08% | Add +580.3% | 16,837 | $442K |
| Fieldview Capital Management, LLC | 0.07% | New | 16,820 | $442K |
| Waverly Advisors, LLC | 0.00% | Add +49.6% | 16,701 | $439K |
| Ibex Wealth Advisors | 0.04% | New | 16,638 | $437K |
| Farringdon Capital, Ltd. | 0.11% | New | 16,564 | $435K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -38.6% | 16,521 | $434K |
| Independent Advisor Alliance | 0.01% | Add +0.4% | 16,448 | $432K |
| Natixis | 0.00% | Reduce -93.7% | 16,413 | $431K |
| Lanark Financial, Inc. | 0.03% | No change | 16,267 | $427K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +5.7% | 15,982 | $420K |
| MAI Capital Management | 0.00% | Reduce -11.2% | 15,979 | $420K |
| XTX Topco Ltd | 0.01% | New | 15,901 | $418K |
| Glenmede Trust Co. NA | 0.00% | — | 15,807 | $415K |
| DGS Capital Management, LLC | 0.07% | Add +1.2% | 15,601 | $410K |
| Sagewood Asset Management LP | 0.14% | — | 15,457 | $406K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 15,366 | $404K |
| Eagle Rock Investment Company, LLC | 0.06% | No change | 15,175 | $399K |
| Chicago Partners Investment Group LLC | 0.01% | Add +19.5% | 13,924 | $395K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 14,945 | $393K |
| Global Financial Private Client, LLC | 0.14% | New | 14,937 | $392K |
| Prospera Financial Services Inc | 0.01% | Reduce -12.4% | 14,911 | $392K |
| Generali Asset Management SPA SGR | 0.01% | Add +5.9% | 14,609 | $384K |
| Paragon Capital Management Ltd | 0.08% | Add +0.8% | 14,565 | $383K |
| Transcend Capital Advisors, LLC | 0.03% | Add +9.9% | 14,442 | $379K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +5.9% | 14,389 | $378K |
| Holcombe Financial, Inc. | 0.23% | No change | 14,080 | $370K |
| Investors Research Corp | 0.07% | Reduce -56.6% | 13,600 | $357K |
| Waddell & Associates, LLC | 0.02% | Add +8.4% | 13,600 | $357K |
| Nomura Holdings Inc. | 0.00% | Reduce -97.7% | 13,586 | $357K |
| Brand Asset Management Group, Inc. | 0.10% | Add +27.7% | 13,487 | $354K |
| Quadrant Capital Group LLC | 0.01% | Add +12.5% | 13,480 | $354K |
| Praxis Investment Management Inc. | 0.02% | No change | 13,310 | $350K |
| Caerus Investment Advisors, LLC | 0.12% | Add +23.6% | 13,305 | $350K |
| Vise Technologies, Inc. | 0.01% | Add +3.3% | 13,182 | $346K |
| Element Wealth, LLC | 0.14% | Add +0.1% | 13,048 | $343K |
| Boothbay Fund Management, LLC | 0.01% | New | 12,957 | $340K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +24.6% | 11,964 | $338K |
| Compound Planning, Inc. | 0.01% | Add +29.8% | 12,838 | $337K |
| Gotham Asset Management | 0.00% | Add +0.5% | 12,828 | $337K |
| LGT Group Foundation | 0.00% | Reduce -13.1% | 12,725 | $337K |
| US Bancorp \de | 0.00% | Reduce -0.6% | 12,798 | $336K |
| Coldstream Capital Management Inc. | 0.00% | Add +4.8% | 12,458 | $327K |
| North Dakota State Investment Board | 0.01% | — | 12,405 | $326K |
| Greenleaf Trust | 0.00% | Reduce -0.2% | 12,373 | $325K |
| Choreo, LLC | 0.00% | New | 12,247 | $324K |
| Mather Group, Llc. | 0.00% | Add +16.6% | 12,309 | $323K |
| Johnson Investment Counsel Inc. | 0.00% | New | 12,144 | $319K |
| Securian Asset Management, Inc. | 0.01% | Reduce -43.8% | 12,102 | $318K |
| Bleakley Financial Group, LLC | 0.01% | New | 12,078 | $317K |
| Curi Capital, LLC | 0.01% | New | 12,041 | $316K |
| Ewa, LLC | 0.08% | New | 12,038 | $316K |
| Mufg Securities Americas Inc. | 0.02% | Reduce -0.3% | 11,991 | $315K |
| Anb Bank | 0.12% | Reduce -1.8% | 11,949 | $314K |
| Independent Financial Group, LLC | 0.01% | Reduce -24.1% | 11,852 | $311K |
| Keynote Financial Services LLC | 0.17% | No change | 11,744 | $309K |
| United Community Bank | 0.12% | Add +0.0% | 11,703 | $307K |
| Carrera Capital Advisors | 0.05% | Add +3.7% | 11,467 | $301K |
| KBC Group NV | 0.00% | No change | 11,414 | $300K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 11,381 | $299K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 11,361 | $298K |
| R Squared Ltd | 0.14% | Add +21.3% | 11,300 | $297K |
| United Capital Financial Advisors, LLC | 0.00% | Add +23.5% | 11,275 | $296K |
| Adams Wealth Management | 0.06% | Reduce -12.2% | 11,243 | $295K |
| CacheTech Inc. | 0.05% | Reduce -12.2% | 11,243 | $295K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +4.7% | 11,200 | $294K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -5.9% | 11,125 | $292K |
| Sivia Capital Partners, LLC | 0.06% | Add +1.2% | 11,073 | $291K |
| Acadian Asset Management LLC | 0.00% | New | 10,831 | $284K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -7.2% | 10,795 | $284K |
| DRW Securities, LLC | 0.02% | Reduce -54.5% | 10,755 | $283K |
| MinichMacGregor Wealth Management, LLC | 0.05% | Reduce -18.3% | 10,659 | $280K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -38.4% | 10,561 | $277K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.3% | 10,322 | $271K |
| Signaturefd, LLC | 0.00% | Reduce -8.3% | 10,318 | $271K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,129 | $266K |
| Versant Capital Management, Inc | 0.03% | Add +6.7% | 9,973 | $262K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -0.7% | 9,615 | $253K |
| Commerce Bank | 0.00% | No change | 9,606 | $252K |
| Ironwood Investment Counsel, LLC | 0.04% | New | 9,601 | $252K |
| GTS Securities LLC | 0.01% | New | 9,598 | $252K |
| Metis Global Partners, LLC | 0.01% | Reduce -8.4% | 9,578 | $252K |
| Brooklyn Investment Group | 0.01% | New | 9,365 | $251K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -46.5% | 9,491 | $249K |
| waypoint wealth counsel | 0.09% | Add +7.0% | 9,484 | $249K |
| Ritholtz Wealth Management | 0.00% | Add +7.3% | 9,419 | $247K |
| Parallax Volatility Advisers, L.P. | 0.01% | Add +4.0% | 9,342 | $245K |
| AlphaGrep UK Ltd | 0.08% | — | 9,234 | $243K |
| Perigon Wealth Management, LLC | 0.00% | Add +3.3% | 9,228 | $242K |
| Norden Group LLC | 0.02% | New | 9,209 | $242K |
| Patton Fund Management, Inc. | 0.03% | Reduce -40.1% | 9,047 | $238K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -36.4% | 9,032 | $237K |
| Arax Advisory Partners | 0.01% | Reduce -96.6% | 8,958 | $236K |
| AlphaStar Capital Management, LLC | 0.02% | New | 8,918 | $234K |
| STRS Ohio | 0.00% | Add +0.2% | 8,717 | $229K |
| Manske Wealth Management | 0.07% | New | 8,716 | $229K |
| Symmetry Partners, LLC | 0.01% | Reduce -2.3% | 8,713 | $229K |
| Altar Rock LLC | 0.27% | — | 8,679 | $228K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 8,603 | $226K |
| Certuity, LLC | 0.01% | New | 8,583 | $225K |
| Tidal Investments LLC | 0.00% | New | 8,525 | $224K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 8,463 | $222K |
| Unique Wealth Strategies, LLC | 0.09% | New | 8,335 | $219K |
| Keel Point, LLC | 0.01% | New | 8,300 | $218K |
| Savvy Advisors, Inc. | 0.01% | New | 8,278 | $217K |
| Cornerstone Select Advisors, LLC | 0.15% | New | 8,246 | $217K |
| Journey Strategic Wealth LLC | 0.01% | New | 8,201 | $215K |
| Avantax Planning Partners, Inc. | 0.01% | New | 8,187 | $215K |
| AlphaCore Capital LLC | 0.00% | New | 8,041 | $211K |
| Parcion Private Wealth LLC | 0.01% | New | 7,884 | $207K |
| NewEdge Advisors, LLC | 0.00% | Add +7170.4% | 7,852 | $206K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -4.4% | 7,746 | $203K |
| Aster Capital Management (DIFC) Ltd | 0.09% | Add +40.5% | 7,714 | $203K |
| Louisbourg Investments Inc. | 0.04% | New | 7,475 | $196K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.5% | 7,241 | $190K |
| AlphaCentric Advisors LLC | 0.18% | — | 6,966 | $183K |
| Global Retirement Partners, LLC | 0.00% | Add +3766.5% | 6,225 | $164K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +17.1% | 5,683 | $153K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,528 | $151K |
| Danske Bank A/S | 0.00% | Add +80.0% | 5,400 | $142K |
| MCF Advisors LLC | 0.01% | Reduce -21.0% | 4,808 | $126K |
| Zions Bancorporation, National Association | 0.01% | Add +13.7% | 4,636 | $122K |
| Parallel Advisors, LLC | 0.00% | Add +44.8% | 4,389 | $115K |
| Rockefeller Capital Management L.P. | 0.00% | Add +29.4% | 4,361 | $115K |
| Bessemer Group Inc. | 0.00% | Reduce -46.5% | 4,267 | $112K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,224 | $111K |
| EFG International AG | 0.00% | — | 4,066 | $107K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 4,029 | $106K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -12.0% | 3,666 | $96K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 3,630 | $95K |
| SageView Advisory Group, LLC | 0.00% | New | 3,554 | $93K |
| Caldwell Trust Co | 0.01% | No change | 3,470 | $91K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 3,470 | $91K |
| IFP Advisors, Inc | 0.00% | Add +62.8% | 3,272 | $86K |
| Brown Brothers Harriman & Co. | 0.00% | Add +55.7% | 3,186 | $84K |
| TD Private Client Wealth LLC | 0.00% | Reduce -23.9% | 3,170 | $83K |
| Strategic Investment Solutions, Inc. | 0.02% | New | 3,005 | $79K |
| CFG Wealth Management Services, Inc. | 0.07% | — | 3,000 | $79K |
| Intact Investment Management Inc. | 0.00% | New | 3,000 | $79K |
| Van Eck Associates Corp. | 0.00% | Reduce -15.9% | 2,774 | $73K |
| UMB Bank, n.a. | 0.00% | Add +4.3% | 2,737 | $72K |
| Silvant Capital Management LLC | 0.00% | No change | 2,649 | $70K |
| True Wealth Design, LLC | 0.02% | Add +10.1% | 2,280 | $60K |
| Huntington National Bank | 0.00% | Reduce -1.6% | 2,208 | $58K |
| Truvestments Capital LLC | 0.01% | No change | 2,105 | $55K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 2,038 | $54K |
| Capital Analysts, LLC | 0.00% | Reduce -13.3% | 2,034 | $53K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.4% | 1,899 | $50K |
| Manchester Capital Management LLC | 0.01% | Reduce -0.6% | 1,868 | $49K |
| Clearstead Advisors, LLC | 0.00% | Reduce -22.3% | 1,855 | $49K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | No change | 1,787 | $47K |
| Atlas Capital Advisors Inc. | 0.01% | — | 1,755 | $46K |
| Root Financial Partners, LLC | 0.00% | Add +28.2% | 1,702 | $45K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -94.7% | 1,886 | $44K |
| Torren Management, LLC | 0.02% | — | 1,656 | $44K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,650 | $43K |
| Quent Capital, LLC | 0.00% | Add +2.7% | 1,647 | $43K |
| Larson Financial Group LLC | 0.00% | Add +5.5% | 1,546 | $41K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 1,536 | $40K |
| Covestor Ltd | 0.02% | Reduce -77.0% | 1,478 | $39K |
| Crews Bank & Trust | 0.01% | No change | 1,325 | $35K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,313 | $34K |
| CYBER HORNET ETFs LLC | 0.02% | Add +6.3% | 1,305 | $34K |
| Sentry Investment Management LLC | 0.02% | No change | 1,236 | $32K |
| Independence Bank of Kentucky | 0.00% | No change | 1,210 | $32K |
| American National Bank & Trust | 0.00% | New | 1,168 | $31K |
| CNB Bank | 0.01% | No change | 1,153 | $30K |
| Smartleaf Asset Management LLC | 0.00% | Add +13.4% | 1,103 | $29K |
| Summit Securities Group LLC | 0.01% | Reduce -87.9% | 1,062 | $28K |
| DV Trading LLC | 0.00% | — | 1,000 | $26K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $26K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 950 | $25K |
| Gables Capital Management Inc. | 0.01% | No change | 934 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +23.3% | 894 | $23K |
| Private Trust Co. NA | 0.00% | Add +9.7% | 841 | $22K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -61.4% | 825 | $22K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 799 | $21K |
| HM Payson & Co. | 0.00% | No change | 790 | $21K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 785 | $21K |
| Elyxium Wealth, LLC | 0.01% | New | 784 | $21K |
| Activest Wealth Management | 0.00% | Add +133.6% | 764 | $20K |
| Clearstead Trust, LLC | 0.00% | No change | 732 | $19K |
| Curat Global, LLC | 0.02% | Reduce -55.9% | 710 | $19K |
| Blue Trust, Inc. | 0.00% | No change | 686 | $18K |
| SJS Investment Consulting Inc. | 0.00% | Add +67.9% | 670 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 625 | $18K |
| Trust Co. of Vermont | 0.00% | Add +219.5% | 655 | $17K |
| Ancora Advisors LLC | 0.00% | New | 646 | $17K |
| TD Capital Management LLC | 0.00% | New | 625 | $16K |
| Cromwell Holdings LLC | 0.01% | No change | 624 | $16K |
| DV Equities, LLC | 0.00% | — | 624 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +3073.7% | 603 | $16K |
| Addison Advisors LLC | 0.00% | No change | 565 | $15K |
| Grove Bank & Trust | 0.00% | Add +962.3% | 563 | $15K |
| Caitlin John, LLC | 0.01% | Add +943.4% | 553 | $15K |
| First Horizon Corp. | 0.00% | Add +109.1% | 529 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -20.9% | 502 | $13K |
| Avion Wealth | 0.00% | Reduce -6.7% | 500 | $13K |
| Dogwood Wealth Management LLC | 0.01% | Add +0.8% | 493 | $13K |
| Leonteq Securities AG | 0.00% | Add +852.9% | 486 | $13K |
| Cape Investment Advisory, Inc. | 0.00% | Add +21.0% | 478 | $13K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -26.8% | 469 | $12K |
| Red Tortoise LLC | 0.01% | No change | 446 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +65.7% | 411 | $11K |
| CENTRAL TRUST Co | 0.00% | Add +211.4% | 383 | $10K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 320 | $8K |
| Guinness Atkinson Asset Management Inc | 0.00% | New | 308 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +10.3% | 312 | $8K |
| Spire Wealth Management | 0.00% | Add +360.7% | 281 | $7K |
| WPG Advisers, LLC | 0.01% | Reduce -32.7% | 278 | $7K |
| Manning & Napier Advisors LLC | 0.00% | New | 263 | $7K |
| Strategic Advocates LLC | 0.00% | Add +78.6% | 259 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 258 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 247 | $6K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -8.6% | 244 | $6K |
| WealthCollab, LLC | 0.00% | No change | 235 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 228 | $6K |
| ORG Partners LLC | 0.00% | Add +9.2% | 225 | $6K |
| Stone House Investment Management, LLC | 0.00% | Add +5.2% | 223 | $6K |
| SHP Wealth Management | 0.00% | — | 210 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 209 | $5K |
| Triumph Capital Management | 0.00% | New | 203 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | Add +87.5% | 195 | $5K |
| Kilter Group LLC | 0.00% | Add +232.1% | 176 | $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 |
| GW&K Investment Management, LLC | 0.00% | No change | 139 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +38.8% | 143 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -2.0% | 149 | $4K |
| Westfuller Advisors, LLC | 0.00% | New | 137 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +87.0% | 129 | $3K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 125 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +8.7% | 125 | $3K |
| POM Investment Strategies, LLC | 0.00% | New | 118 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 118 | $3K |
| TFC Financial Management, Inc. | 0.00% | No change | 117 | $3K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 110 | $3K |
| Nova Wealth Management, Inc. | 0.00% | No change | 100 | $3K |
| Bfsg, LLC | 0.00% | New | 100 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 97 | $3K |
| Howard Hughes Medical Institute | 0.00% | No change | 96 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Add +13.8% | 91 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +73.1% | 90 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -1.1% | 89 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 80 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 66 | $2K |
| Rossby Financial, LCC | 0.00% | Add +134.6% | 61 | $2K |
| Clark Wealth Partners | 0.00% | No change | 58 | $2K |
| Tidemark, LLC | 0.00% | No change | 55 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +35.0% | 54 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -1.9% | 51 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +24.4% | 51 | $1K |
| Geneos Wealth Management Inc. | 0.00% | No change | 43 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +35.5% | 42 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 42 | $1K |
| SouthState Bank Corp | 0.00% | No change | 39 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 34 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 39 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 21 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 38 | $998 |
| Cornerstone Financial Management LLC | 0.00% | — | 37 | $972 |
| HFM Investment Advisors, LLC | 0.00% | Add +12.5% | 36 | $946 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 36 | $946 |
| MV Capital Management, Inc. | 0.00% | No change | 35 | $920 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -28.3% | 33 | $867 |
| Investors Portfolio Services LLC | 0.00% | — | 30 | $797 |
| Financial Consulate, Inc. | 0.00% | No change | 29 | $762 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 29 | $755 |
| Quaker Wealth Management, LLC | 0.00% | Add +9.1% | 24 | $631 |
| Wealth Watch Advisors, INC | 0.00% | No change | 22 | $578 |
| Meramec Financial Planners, LLC | 0.00% | — | 15 | $403 |
| WestEnd Advisors, LLC | 0.00% | Add +50.0% | 15 | $394 |
| Nemes Rush Group LLC | 0.00% | New | 11 | $289 |
| Nvwm, LLC | 0.00% | New | 10 | $263 |
| Luken Investment Analytics, LLC | 0.00% | New | 10 | $263 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $263 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 7 | $192 |
| Arcadia Investment Management Corp. | 0.00% | New | 7 | $184 |
| Trust Co | 0.00% | New | 7 | $184 |
| Rakuten Securities, Inc. | 0.00% | Reduce -97.7% | 5 | $131 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 2 | $53 |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.