InvescoIVZ
13F holders, Q1 2026 (March 31)638holders +8
78new positions
73sold out
10famous investors
$24.30avg. 13F price*
At the end of Q1 2026, 638 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 8 from Q4 2025. 78 opened new positions and 73 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($2.0B), BlackRock, Inc. ($941.2M) and Vanguard Capital Management LLC ($679.3M). 10 famous investors held it, including Nelson Peltz (1.9% of Trian Fund Management's portfolio), Israel Englander (0.4% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $140.2M |
| Exits | 73 | $212.7M |
All 13F filers, Q4 2025 → Q1 2026: 46,958,856 shares bought and 33,864,180 shares sold, net +13,094,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 638 holders
| Massachusetts Mutual Life Insurance Co. | 91.14% | No change | 81,332,319 | $2.0B |
| BlackRock, Inc. | 0.02% | Reduce -0.5% | 38,747,821 | $941.2M |
| Vanguard Capital Management LLC | 0.02% | — | 27,965,063 | $679.3M |
| Millennium Management | 0.41% | Add +55.9% | 21,648,675 | $525.8M |
| Dimensional Fund Advisors LP | 0.11% | Add +2.9% | 21,361,119 | $518.8M |
| Vanguard Portfolio Management LLC | 0.02% | — | 19,262,823 | $467.9M |
| State Street Corp. | 0.01% | Reduce -22.4% | 16,705,078 | $405.8M |
| Geode Capital Management, LLC | 0.02% | Add +17.5% | 12,841,194 | $311.4M |
| AQR Capital Management | 0.14% | Add +41.0% | 12,524,431 | $299.6M |
| T. Rowe Price Associates Inc. | 0.03% | Add +80.1% | 12,117,718 | $294.3M |
| Invesco Ltd. | 0.03% | Add +20.4% | 10,558,025 | $256.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +64.1% | 10,543,893 | $256.1M |
| Morgan Stanley | 0.01% | Add +8.6% | 7,969,702 | $193.6M |
| Northern Trust Corp. | 0.02% | Reduce -0.0% | 6,006,801 | $145.9M |
| Alliancebernstein L.P. | 0.04% | Add +0.1% | 4,815,122 | $126.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.6% | 4,446,841 | $108.0M |
| Nomura Asset Management International Inc. | 0.15% | Add +11.8% | 3,523,492 | $85.6M |
| Bank of New York Mellon Corp | 0.02% | Add +5.6% | 3,431,694 | $83.4M |
| Macquarie Group Ltd. | 0.48% | Add +11.9% | 3,335,304 | $81.0M |
| Trian Fund Management | 1.87% | No change | 2,970,944 | $72.2M |
| D. E. Shaw & Co. | 0.06% | Add +191.7% | 2,970,869 | $72.2M |
| UBS Group AG | 0.01% | Add +1.4% | 2,880,261 | $70.0M |
| Bank of America Corp. | 0.00% | Add +28.9% | 2,654,290 | $64.5M |
| Qube Research & Technologies Ltd | 0.09% | Add +76.5% | 2,585,048 | $62.8M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 2,468,123 | $60.0M |
| Barclays PLC | 0.02% | Add +98.5% | 2,396,056 | $58.2M |
| Los Angeles Capital Management LLC | 0.20% | Add +111012.0% | 2,095,572 | $50.9M |
| Deutsche Bank AG | 0.02% | Reduce -24.6% | 1,987,429 | $48.3M |
| Nuveen, LLC | 0.01% | Reduce -0.5% | 1,950,118 | $47.4M |
| First Trust Advisors LP | 0.03% | Reduce -7.8% | 1,824,137 | $44.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -11.1% | 1,797,384 | $43.7M |
| Citigroup Inc. | 0.03% | Add +24.7% | 1,699,438 | $41.3M |
| Point72 Asset Management | 0.07% | Reduce -14.0% | 1,603,062 | $38.9M |
| Quantinno Capital Management LP | 0.06% | Add +24.1% | 1,574,728 | $38.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -21.1% | 1,515,077 | $35.8M |
| Sei Investments Co. | 0.03% | Add +19.9% | 1,396,191 | $35.7M |
| Fisher Asset Management | 0.01% | Reduce -73.5% | 1,461,487 | $35.5M |
| JPMorgan Chase & Co. | 0.00% | Add +31.7% | 1,479,666 | $34.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -11.0% | 1,287,348 | $31.3M |
| Wedge Capital Management L L P | 0.55% | Reduce -2.4% | 1,236,013 | $30.0M |
| Raymond James Financial Inc. | 0.01% | Add +20.3% | 1,223,526 | $29.7M |
| Basswood Capital Management, L.L.C. | 1.49% | Add +7.8% | 1,204,285 | $29.3M |
| Letko, Brosseau & Associates Inc. | 0.47% | Reduce -23.9% | 1,198,263 | $29.1M |
| Allianz Asset Management GmbH | 0.03% | Reduce -14.5% | 1,181,971 | $28.7M |
| Alyeska Investment Group, L.P. | 0.08% | New | 1,167,558 | $28.4M |
| Delta Global Management LP | 2.23% | Reduce -16.0% | 1,122,257 | $27.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -23.5% | 1,091,049 | $26.5M |
| Amundi | 0.01% | Reduce -48.3% | 1,042,100 | $25.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +6.2% | 1,005,401 | $24.4M |
| Vanguard Global Advisers, LLC | 0.01% | — | 971,950 | $23.6M |
| Teachers Retirement System of the State of Kentucky | 0.18% | Add +2633.1% | 960,441 | $23.3M |
| Todd Asset Management LLC | 0.44% | New | 926,713 | $22.5M |
| Engineers Gate Manager LP | 0.28% | Reduce -13.2% | 921,326 | $22.4M |
| Ieq Capital, LLC | 0.10% | Reduce -0.2% | 914,384 | $22.2M |
| Voloridge Investment Management, LLC | 0.09% | New | 906,701 | $22.0M |
| Squarepoint Ops LLC | 0.04% | Add +57.5% | 827,522 | $20.1M |
| Principal Financial Group Inc. | 0.01% | Add +5.5% | 824,547 | $20.0M |
| Franklin Resources Inc. | 0.01% | Add +21.9% | 820,429 | $19.9M |
| Bank of Montreal | 0.01% | Add +162.3% | 806,117 | $19.6M |
| Rhumbline Advisers | 0.02% | Reduce -3.4% | 745,686 | $18.1M |
| Swiss National Bank | 0.01% | No change | 703,500 | $17.1M |
| Cerity Partners LLC | 0.02% | Reduce -0.4% | 702,134 | $17.1M |
| California Public Employees Retirement System | 0.01% | Add +1.9% | 698,485 | $17.0M |
| Legal & General Group Plc | 0.00% | Reduce -6.2% | 683,451 | $16.6M |
| HSBC Holdings PLC | 0.01% | Add +56.4% | 674,037 | $16.4M |
| Royal Bank of Canada | 0.00% | Reduce -9.4% | 661,711 | $16.1M |
| Credit Agricole S A | 0.05% | Add +3.4% | 649,332 | $15.8M |
| FMR LLC | 0.00% | Reduce -19.6% | 578,781 | $14.1M |
| Susquehanna Portfolio Strategies, LLC | 0.21% | No change | 575,286 | $14.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +8.1% | 538,767 | $13.1M |
| Wealthcare Capital Management LLC | 1.13% | Reduce -6.6% | 465,545 | $11.3M |
| Endure Capital Management, LLC | 7.81% | — | 461,606 | $11.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +3.5% | 460,800 | $11.2M |
| Governors Lane LP | 1.30% | Add +29.2% | 427,500 | $10.4M |
| California State Teachers Retirement System | 0.01% | Add +23.4% | 417,476 | $10.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -11.7% | 395,960 | $9.6M |
| Two Sigma Investments, LP | 0.01% | Add +138.8% | 387,145 | $9.4M |
| Wells Fargo & Company | 0.00% | Add +157.0% | 380,905 | $9.3M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 369,686 | $9.0M |
| Mariner, LLC | 0.01% | Add +22.2% | 367,376 | $8.9M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -1.6% | 356,169 | $8.7M |
| New York State Teachers Retirement System | 0.02% | Reduce -10.8% | 356,158 | $8.7M |
| ExodusPoint Capital Management, LP | 0.08% | New | 343,851 | $8.4M |
| Capital Fund Management S.A. | 0.07% | Add +156.7% | 339,966 | $8.3M |
| Live Oak Private Wealth LLC | 1.15% | Reduce -2.3% | 338,777 | $8.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 328,387 | $8.0M |
| Cambridge Financial Group, Inc. | 2.94% | Add +2.9% | 323,845 | $7.9M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +93.2% | 317,414 | $7.7M |
| Citadel Advisors | 0.01% | Reduce -64.2% | 308,512 | $7.5M |
| Cwm, LLC | 0.02% | Add +26.1% | 296,702 | $7.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +53.7% | 295,971 | $7.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.9% | 285,884 | $6.9M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Add +13.3% | 282,691 | $6.9M |
| Algert Global LLC | 0.10% | Reduce -38.2% | 276,597 | $6.7M |
| Ibex Wealth Advisors | 0.61% | Add +1532.3% | 271,581 | $6.6M |
| Holocene Advisors, LP | 0.02% | Reduce -89.0% | 271,480 | $6.6M |
| Vontobel Holding Ltd. | 0.02% | Add +70.2% | 260,742 | $6.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 259,797 | $6.3M |
| Wesleyan Assurance Society | 0.37% | No change | 258,136 | $6.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +0.6% | 256,836 | $6.2M |
| National Bank of Canada | 0.01% | Add +2.8% | 256,181 | $6.2M |
| Prudential Financial Inc. | 0.01% | Reduce -64.0% | 255,260 | $6.2M |
| Poehling Capital Management, INC. | 1.29% | Reduce -0.1% | 252,999 | $6.1M |
| Wellington Management Group LLP | 0.00% | Add +16.8% | 252,149 | $6.1M |
| Victory Capital Management Inc. | 0.00% | Add +10.0% | 248,464 | $6.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.2% | 242,590 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +16.7% | 241,540 | $5.9M |
| Creative Planning | 0.00% | Add +31.6% | 241,364 | $5.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +30.3% | 233,614 | $5.7M |
| Erste Asset Management GmbH | 0.05% | Add +14.9% | 243,163 | $5.7M |
| Corient Private Wealth LP | 0.01% | Add +159.0% | 227,011 | $5.5M |
| WINTON GROUP Ltd | 0.19% | Add +696.3% | 222,960 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -36.0% | 221,343 | $5.4M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -3.1% | 218,734 | $5.3M |
| Olstein Capital Management, L.P. | 1.15% | Reduce -6.9% | 217,000 | $5.3M |
| Gabelli Funds LLC | 0.04% | No change | 215,000 | $5.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -23.6% | 211,743 | $5.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.30% | New | 207,800 | $5.0M |
| Toronto Dominion Bank | 0.01% | Reduce -21.1% | 205,439 | $5.0M |
| D.A. Davidson & Co. | 0.03% | Add +4.1% | 204,797 | $5.0M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -55.3% | 200,170 | $4.9M |
| LPL Financial LLC | 0.00% | Reduce -34.9% | 198,184 | $4.8M |
| Jump Financial, LLC | 0.08% | New | 197,601 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +16.7% | 194,929 | $4.7M |
| Vista Investment Partners LLC | 1.20% | New | 186,645 | $4.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -10.8% | 180,167 | $4.4M |
| Convergence Investment Partners, LLC | 0.71% | Add +30.7% | 178,323 | $4.3M |
| Cinctive Capital Management LP | 0.28% | New | 177,881 | $4.3M |
| Cacti Asset Management LLC | 0.26% | Reduce -1.7% | 175,180 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +12.7% | 181,084 | $4.2M |
| Rathbones Group PLC | 0.02% | Add +1.1% | 172,380 | $4.2M |
| Landscape Capital Management, L.L.C. | 0.27% | Add +46.5% | 172,064 | $4.2M |
| Storebrand Asset Management As | 0.01% | Add +0.6% | 166,983 | $4.1M |
| Janus Henderson Group PLC | 0.00% | Add +5.3% | 165,886 | $4.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -19.4% | 165,696 | $4.0M |
| CIBC Bancorp USA Inc. | 0.01% | — | 161,779 | $3.9M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +4.1% | 158,674 | $3.9M |
| Financial Sense Advisors, Inc. | 0.89% | Add +0.1% | 158,255 | $3.8M |
| Mubadala Investment Co PJSC | 0.02% | Reduce -9.5% | 156,035 | $3.8M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 155,799 | $3.8M |
| Hancock Whitney Corp. | 0.06% | Add +4.1% | 139,630 | $3.7M |
| Del-Sette Capital Management, LLC | 2.13% | Add +7.6% | 146,655 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +9.9% | 145,255 | $3.5M |
| ProShare Advisors LLC | 0.01% | Reduce -3.2% | 142,989 | $3.5M |
| Man Group plc | 0.01% | Add +90.9% | 136,864 | $3.3M |
| Mackenzie Financial Corp. | 0.00% | Reduce -12.8% | 135,594 | $3.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +24.0% | 135,048 | $3.3M |
| QRG Capital Management, Inc. | 0.03% | Add +3.2% | 134,628 | $3.3M |
| Havemeyer Place LP | 0.36% | Add +254.6% | 130,219 | $3.2M |
| Caption Management, LLC | 0.16% | Reduce -67.5% | 130,000 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +6.2% | 129,463 | $3.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -1.5% | 127,189 | $3.1M |
| Public Sector Pension Investment Board | 0.01% | Add +11.8% | 126,724 | $3.1M |
| Systematic Alpha Investments, LLC | 0.11% | No change | 126,193 | $3.1M |
| Czech National Bank | 0.02% | Add +3.0% | 120,921 | $2.9M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -21.4% | 119,997 | $2.9M |
| Vista Investment Partners Ii, LLC | 1.30% | New | 118,799 | $2.9M |
| Lazard Asset Management LLC | 0.00% | Add +46.6% | 116,515 | $2.8M |
| State of Michigan Retirement System | 0.01% | Reduce -0.4% | 115,998 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.8% | 114,522 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 113,659 | $2.8M |
| Ruffer LLP | 0.11% | New | 112,202 | $2.7M |
| Zacks Investment Management | 0.02% | Add +6.8% | 112,318 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.9% | 110,532 | $2.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 103,427 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.8% | 102,430 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.2% | 101,291 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +0.4% | 101,143 | $2.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.1% | 100,700 | $2.4M |
| GMO | 0.01% | Reduce -62.7% | 100,594 | $2.4M |
| CIBC Asset Management Inc | 0.01% | Add +0.4% | 99,453 | $2.4M |
| Harmony Asset Management LLC | 0.73% | Add +3.8% | 98,144 | $2.4M |
| Focus Partners Wealth | 0.00% | Add +17.3% | 98,052 | $2.4M |
| Arizona State Retirement System | 0.01% | Reduce -1.0% | 97,841 | $2.4M |
| Continental Advisors LLC | 1.47% | No change | 97,690 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +15.3% | 96,541 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +59.2% | 96,065 | $2.3M |
| Sterling Capital Management LLC | 0.04% | Add +340.7% | 95,093 | $2.3M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.4% | 94,286 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | No change | 91,700 | $2.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 90,129 | $2.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +20.2% | 88,269 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -0.5% | 88,054 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.6% | 87,634 | $2.1M |
| Wealthfront Advisers LLC | 0.00% | Add +1.3% | 87,376 | $2.1M |
| Amalgamated Bank | 0.02% | Add +2.4% | 87,292 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +6.1% | 86,584 | $2.1M |
| Picton Mahoney Asset Management | 0.02% | Reduce -8.5% | 85,847 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +147.7% | 82,708 | $2.0M |
| Tudor Investment Corporation | 0.01% | Reduce -80.4% | 80,800 | $2.0M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -0.5% | 80,287 | $2.0M |
| Mount Lucas Management LP | 0.71% | Add +67.6% | 79,693 | $1.9M |
| VARCOV Co. | 0.72% | New | 79,037 | $1.9M |
| Cozad Asset Management Inc. | 0.15% | Reduce -4.1% | 78,699 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +10.4% | 77,832 | $1.9M |
| TD Asset Management Inc | 0.00% | Add +0.6% | 77,554 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.7% | 74,019 | $1.8M |
| Mork Capital Management, LLC | 1.27% | No change | 73,400 | $1.8M |
| Highland Capital Management, LLC | 0.09% | Reduce -0.3% | 73,395 | $1.8M |
| Northstar Advisory Group, LLC | 0.67% | New | 71,978 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -2.2% | 71,862 | $1.7M |
| NEOS Investment Management LLC | 0.01% | Reduce -6.9% | 69,674 | $1.7M |
| Gold Investment Management Ltd. | 0.52% | Add +2.8% | 69,017 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +29.0% | 68,256 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Add +1.4% | 67,714 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -3.6% | 67,668 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +759.7% | 67,503 | $1.6M |
| BNP Paribas | 0.05% | New | 66,573 | $1.6M |
| FORA Capital, LLC | 0.12% | New | 66,449 | $1.6M |
| Greenwood Capital Associates LLC | 0.18% | Reduce -5.0% | 66,152 | $1.6M |
| State of Wisconsin Investment Board | 0.00% | Add +18.8% | 65,865 | $1.6M |
| Allworth Financial LP | 0.01% | Add +4.2% | 63,339 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +20.5% | 63,030 | $1.5M |
| SG Americas Securities, LLC | 0.00% | Reduce -78.9% | 62,341 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Add +2.8% | 61,564 | $1.5M |
| Rothschild Investment LLC | 0.08% | Add +17.6% | 60,083 | $1.5M |
| South Dakota Investment Council | 0.03% | Reduce -29.8% | 58,879 | $1.4M |
| Brighton Jones LLC | 0.03% | New | 58,774 | $1.4M |
| Great Lakes Advisors, LLC | 0.01% | New | 58,614 | $1.4M |
| Axq Capital, LP | 0.18% | New | 58,590 | $1.4M |
| Parrish Capital LLC | 1.26% | Reduce -1.3% | 58,426 | $1.4M |
| Allstate Corp. | 0.01% | New | 57,259 | $1.4M |
| Buckley Wealth Management, LLC | 0.35% | Reduce -3.2% | 56,960 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +3.0% | 56,823 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +22.4% | 56,270 | $1.4M |
| CSS LLC | 0.21% | Reduce -20.7% | 55,933 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Add +11.6% | 55,590 | $1.4M |
| Kentucky Retirement Systems | 0.10% | New | 36,598 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.6% | 54,762 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +42.0% | 54,172 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -13.0% | 53,459 | $1.3M |
| Quantbot Technologies LP | 0.05% | New | 52,177 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | New | 51,617 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.9% | 51,406 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.2% | 50,835 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +2.2% | 50,700 | $1.2M |
| ARGA Investment Management, LP | 0.04% | Reduce -22.3% | 50,321 | $1.2M |
| Advisory Research Inc. | 0.15% | Add +14.6% | 50,281 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +9.9% | 50,053 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +22.4% | 49,381 | $1.2M |
| Contravisory Investment Management, Inc. | 0.24% | Reduce -0.3% | 48,970 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +42.2% | 48,711 | $1.2M |
| American Century Companies Inc. | 0.00% | Reduce -65.4% | 48,398 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.35% | Add +0.5% | 48,272 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.2% | 47,228 | $1.1M |
| Prana Capital Management, LP | 0.04% | Reduce -88.3% | 47,227 | $1.1M |
| Aviance Capital Partners, LLC | 0.13% | Add +0.1% | 46,805 | $1.1M |
| Essential Partners LLC | 0.38% | Reduce -1.6% | 46,322 | $1.1M |
| Wealthstar Advisors, LLC | 0.65% | New | 45,240 | $1.1M |
| American Financial Group Inc. | 0.41% | Reduce -52.6% | 45,000 | $1.1M |
| Friedenthal Financial | 0.55% | New | 44,687 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | No change | 44,234 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.4% | 43,892 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +39.9% | 41,467 | $1.1M |
| Xponance LLC | 0.01% | Add +26.3% | 43,269 | $1.1M |
| Magnetar Financial LLC | 0.01% | New | 43,216 | $1.0M |
| Trexquant Investment LP | 0.01% | Reduce -93.8% | 42,586 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +80.8% | 41,904 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.2% | 41,826 | $1.0M |
| KBC Group NV | 0.00% | Add +264.5% | 41,600 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -16.6% | 40,341 | $980K |
| Integrated Wealth Concepts LLC | 0.01% | Add +64.3% | 40,331 | $980K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -2.1% | 40,102 | $974K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +27.3% | 39,330 | $955K |
| Neo Ivy Capital Management | 0.25% | Reduce -4.4% | 39,135 | $951K |
| GAMMA Investing LLC | 0.04% | Add +6.8% | 37,857 | $920K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -8.6% | 37,540 | $912K |
| Ethic Inc. | 0.01% | Reduce -19.2% | 37,251 | $905K |
| Guinness Asset Management LTD | 0.02% | Reduce -1.1% | 37,033 | $900K |
| Daiwa Securities Group Inc. | 0.00% | Add +5.8% | 36,190 | $879K |
| Twin Capital Management Inc. | 0.11% | Reduce -2.4% | 35,988 | $874K |
| Retirement Planning Co of New England, Inc. | 0.35% | Reduce -1.5% | 35,901 | $872K |
| Private Advisor Group, LLC | 0.00% | Add +4.2% | 35,701 | $867K |
| Polymer Capital Management (US) LLC | 0.13% | Add +54.0% | 35,234 | $856K |
| Sanctuary Advisors, LLC | 0.00% | Add +75.1% | 33,374 | $811K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -93.4% | 33,060 | $803K |
| Tidal Investments LLC | 0.00% | Add +275.6% | 32,018 | $778K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 31,676 | $769K |
| F/m Investments LLC | 0.05% | Reduce -48.0% | 31,528 | $766K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -32.4% | 30,675 | $745K |
| BTG Pactual Asset Management US LLC | 0.07% | New | 30,481 | $740K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -20.3% | 30,587 | $738K |
| Quilter Plc | 0.01% | Reduce -7.0% | 30,000 | $729K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 29,961 | $728K |
| Caprock Group, LLC | 0.02% | Add +22.0% | 29,708 | $722K |
| Evergreen Capital Management LLC | 0.02% | Add +36.5% | 29,667 | $721K |
| Arvest Bank Trust Division | 0.04% | Add +3.3% | 29,635 | $720K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.1% | 29,528 | $717K |
| Chicago Partners Investment Group LLC | 0.02% | Add +93.3% | 26,910 | $688K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -74.5% | 27,897 | $678K |
| Norinchukin Bank, The | 0.01% | Reduce -0.1% | 27,703 | $673K |
| Advisory Services Network, LLC | 0.01% | Add +2.6% | 27,474 | $667K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -2.3% | 27,206 | $661K |
| Emerald Investment Advisers, LLC | 0.06% | — | 26,993 | $656K |
| Mizuho Securities USA LLC | 0.02% | Reduce -17.2% | 26,842 | $652K |
| Krilogy Financial LLC | 0.02% | Add +2.7% | 26,977 | $648K |
| Bull Harbor Capital LLC | 0.17% | — | 26,071 | $633K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 26,042 | $633K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.0% | 25,826 | $627K |
| HB Wealth Management, LLC | 0.00% | Add +38.9% | 25,529 | $620K |
| Fifth Third Bancorp | 0.00% | Add +15.5% | 25,406 | $617K |
| Three Seasons Wealth, LLC | 0.24% | New | 25,369 | $616K |
| DRW Securities, LLC | 0.03% | Add +133.5% | 25,112 | $610K |
| Hartford Investment Management Co. | 0.02% | Reduce -2.4% | 24,816 | $603K |
| Venture Visionary Partners LLC | 0.02% | Reduce -4.3% | 24,412 | $593K |
| Evolve Private Wealth, LLC | 0.03% | Add +12.9% | 24,227 | $588K |
| Kera Capital Partners, Inc. | 0.07% | Add +2.1% | 23,992 | $583K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.6% | 23,847 | $580K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.4% | 22,600 | $549K |
| Aberdeen Group plc | 0.00% | Reduce -65.3% | 22,564 | $548K |
| Wedmont Private Capital | 0.02% | Add +6.5% | 22,610 | $547K |
| MAI Capital Management | 0.00% | Add +39.3% | 22,254 | $541K |
| Pacer Advisors, Inc. | 0.00% | Reduce -50.1% | 22,193 | $539K |
| Syon Capital LLC | 0.03% | Add +6.7% | 22,141 | $538K |
| Novare Capital Management LLC | 0.04% | No change | 22,000 | $534K |
| Dark Forest Capital Management LP | 0.05% | Reduce -75.5% | 21,982 | $534K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +91.4% | 21,785 | $529K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.2% | 21,501 | $522K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.3% | 21,459 | $522K |
| Waddell & Associates, LLC | 0.03% | Add +57.4% | 21,400 | $520K |
| Inceptionr LLC | 0.12% | Reduce -7.4% | 21,258 | $516K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -4.9% | 21,091 | $512K |
| Keybank National Association | 0.00% | Add +22.6% | 21,037 | $511K |
| Fieldview Capital Management, LLC | 0.15% | Add +25.0% | 21,018 | $511K |
| Curi Capital, LLC | 0.01% | Add +73.2% | 20,858 | $507K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.8% | 20,841 | $506K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -2.8% | 20,797 | $505K |
| New Mexico Educational Retirement Board | 0.02% | No change | 20,714 | $503K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 20,353 | $494K |
| Inscription Capital, LLC | 0.05% | Add +1.6% | 20,175 | $490K |
| ING Groep NV | 0.00% | Reduce -1.8% | 20,165 | $490K |
| Arvest Investments, Inc. | 0.07% | Reduce -2.5% | 20,075 | $488K |
| Pavaki Capital Management LLC | 0.34% | No change | 20,000 | $486K |
| Maltese Capital Management LLC | 0.10% | Reduce -79.0% | 20,000 | $486K |
| Maryland State Retirement & Pension System | 0.01% | No change | 19,628 | $477K |
| Park Avenue Securities LLC | 0.00% | Add +7.8% | 19,345 | $470K |
| Sagewood Asset Management LP | 0.15% | Add +24.8% | 19,282 | $468K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +33.9% | 19,269 | $468K |
| Utah Retirement Systems | 0.00% | No change | 19,237 | $467K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +19.8% | 19,150 | $465K |
| M&T Bank Corp | 0.00% | Add +3.0% | 19,007 | $462K |
| Wealth Management Associates, Inc. | 0.16% | Reduce -2.3% | 18,960 | $461K |
| Kendall Capital Management | 0.09% | Reduce -2.1% | 18,925 | $460K |
| Nomura Holdings Inc. | 0.00% | Add +38.0% | 18,751 | $455K |
| DNB Asset Management AS | 0.00% | New | 18,645 | $453K |
| Johnson Investment Counsel Inc. | 0.00% | Add +51.9% | 18,444 | $448K |
| MUFG Securities EMEA plc | 0.01% | No change | 18,303 | $445K |
| Brooklyn Investment Group | 0.01% | Add +94.7% | 18,234 | $443K |
| Bleakley Financial Group, LLC | 0.01% | Add +50.3% | 18,154 | $441K |
| Natixis | 0.00% | Add +8.7% | 17,840 | $433K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | No change | 17,650 | $429K |
| AlphaGrep UK Ltd | 0.13% | Add +89.9% | 17,536 | $426K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 17,500 | $425K |
| Evoke Wealth, LLC | 0.01% | Reduce -1.6% | 17,377 | $422K |
| Group One Trading LLC | 0.01% | Reduce -92.3% | 17,355 | $422K |
| Waverly Advisors, LLC | 0.00% | Add +3.8% | 17,335 | $421K |
| DGS Capital Management, LLC | 0.07% | Add +10.4% | 17,220 | $418K |
| Commerce Bank | 0.00% | Add +78.4% | 17,133 | $416K |
| Generali Asset Management SPA SGR | 0.01% | Add +16.9% | 17,071 | $415K |
| Independent Advisor Alliance | 0.00% | Add +3.2% | 16,978 | $412K |
| Glenmede Trust Co. NA | 0.00% | Add +6.0% | 16,747 | $407K |
| Global Financial Private Client, LLC | 0.13% | Add +12.0% | 16,735 | $406K |
| Transcend Capital Advisors, LLC | 0.03% | Add +14.5% | 16,535 | $402K |
| United Capital Financial Advisors, LLC | 0.00% | Add +46.1% | 16,477 | $400K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -23.5% | 16,463 | $400K |
| WealthBridge Capital Management, LLC | 0.09% | New | 16,301 | $396K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -7.3% | 16,255 | $395K |
| CX Institutional | 0.01% | Reduce -5.4% | 16,133 | $392K |
| Vestcor Inc | 0.01% | New | 15,673 | $381K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -10.3% | 15,650 | $380K |
| Quadrant Capital Group LLC | 0.01% | Add +14.1% | 15,379 | $374K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 15,366 | $373K |
| Compound Planning, Inc. | 0.01% | Add +19.3% | 15,313 | $372K |
| Praxis Investment Management Inc. | 0.02% | Add +14.3% | 15,213 | $370K |
| Eagle Rock Investment Company, LLC | 0.05% | No change | 15,175 | $369K |
| Baker Avenue Asset Management, LP | 0.01% | Add +56.4% | 15,042 | $365K |
| nVerses Capital, LLC | 0.33% | New | 15,009 | $365K |
| Atria Investments, Inc | 0.00% | New | 14,785 | $359K |
| Horizon Investments, LLC | 0.00% | Reduce -81.8% | 14,770 | $359K |
| Quantitative Investment Management, LLC | 0.04% | New | 14,539 | $353K |
| Mather Group, Llc. | 0.00% | Add +17.7% | 14,492 | $352K |
| Vise Technologies, Inc. | 0.01% | No change | 13,182 | $346K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.0% | 14,165 | $344K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +24.4% | 14,135 | $343K |
| Holcombe Financial, Inc. | 0.20% | No change | 14,080 | $342K |
| Paragon Capital Management Ltd | 0.07% | Reduce -4.3% | 13,938 | $339K |
| Jane Street Group, LLC | 0.00% | Reduce -99.4% | 13,911 | $338K |
| World Investment Advisors | 0.01% | New | 13,566 | $330K |
| Brand Asset Management Group, Inc. | 0.08% | Reduce -0.5% | 13,415 | $326K |
| Versant Capital Management, Inc | 0.03% | Add +33.5% | 13,315 | $323K |
| US Bancorp \de | 0.00% | Add +3.9% | 13,301 | $323K |
| Adams Wealth Management | 0.07% | Add +18.1% | 13,272 | $322K |
| CacheTech Inc. | 0.06% | Add +18.1% | 13,272 | $322K |
| Arax Advisory Partners | 0.01% | Add +41.0% | 12,626 | $320K |
| Greenleaf Trust | 0.00% | Add +6.2% | 13,142 | $319K |
| Verition Fund Management LLC | 0.00% | Reduce -95.0% | 13,084 | $318K |
| Element Wealth, LLC | 0.13% | Reduce -0.0% | 13,043 | $317K |
| Gotham Asset Management | 0.00% | Add +0.2% | 12,850 | $312K |
| Edgestream Partners, L.P. | 0.01% | New | 12,844 | $312K |
| Choreo, LLC | 0.00% | Add +4.2% | 12,755 | $310K |
| Brown Brothers Harriman & Co. | 0.00% | Add +298.2% | 12,687 | $308K |
| Frec Markets, Inc. | 0.05% | New | 12,507 | $304K |
| Ewa, LLC | 0.07% | Add +3.8% | 12,490 | $303K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -0.1% | 12,447 | $302K |
| Aaron Wealth Advisors LLC | 0.02% | Add +37.3% | 12,404 | $301K |
| Anb Bank | 0.12% | Add +3.1% | 12,324 | $299K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +5.8% | 12,661 | $299K |
| Mufg Securities Americas Inc. | 0.02% | Add +2.5% | 12,286 | $298K |
| United Community Bank | 0.10% | Add +3.8% | 12,147 | $295K |
| Caerus Investment Advisors, LLC | 0.12% | Reduce -9.5% | 12,047 | $293K |
| Securian Asset Management, Inc. | 0.01% | Reduce -0.8% | 12,002 | $292K |
| AlphaCentric Advisors LLC | 0.29% | Add +71.1% | 11,919 | $290K |
| Signaturefd, LLC | 0.00% | Add +14.9% | 11,859 | $288K |
| Independent Financial Group, LLC | 0.01% | No change | 11,852 | $288K |
| Lido Advisors, LLC | 0.00% | New | 11,742 | $285K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +15.8% | 11,724 | $285K |
| VestGen Advisors, LLC | 0.01% | New | 9,973 | $283K |
| Ritholtz Wealth Management | 0.00% | Add +20.6% | 11,355 | $276K |
| QTR Family Wealth, LLC | 0.11% | New | 11,126 | $275K |
| Keynote Financial Services LLC | 0.15% | Reduce -4.3% | 11,244 | $273K |
| Mirabella Financial Services LLP | 0.03% | Reduce -54.8% | 11,131 | $270K |
| LGT Group Foundation | 0.00% | Reduce -13.1% | 11,065 | $269K |
| Optas, LLC | 0.04% | New | 10,876 | $264K |
| V-Square Quantitative Management LLC | 0.03% | Add +0.9% | 10,656 | $259K |
| Carrera Capital Advisors | 0.04% | Reduce -7.1% | 10,650 | $259K |
| North Dakota State Investment Board | 0.01% | Reduce -14.2% | 10,639 | $258K |
| Odyssean, LLC | 0.09% | New | 10,391 | $252K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -7.4% | 10,300 | $250K |
| Simplex Trading, LLC | 0.01% | Reduce -81.3% | 10,300 | $250K |
| Certuity, LLC | 0.02% | Add +19.4% | 10,249 | $249K |
| Ironwood Investment Counsel, LLC | 0.04% | Add +6.6% | 10,238 | $249K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -5.6% | 10,190 | $248K |
| Norden Group LLC | 0.02% | Add +10.5% | 10,176 | $247K |
| Panagora Asset Management Inc. | 0.00% | Reduce -1.4% | 10,174 | $247K |
| Quarry LP | 0.05% | Reduce -40.5% | 10,023 | $243K |
| Fox Run Management, L.L.C. | 0.04% | New | 10,437 | $243K |
| Walleye Trading LLC | 0.01% | Reduce -99.1% | 10,002 | $243K |
| Journey Strategic Wealth LLC | 0.01% | Add +21.2% | 9,938 | $241K |
| Patton Fund Management, Inc. | 0.04% | Add +9.3% | 9,891 | $240K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -95.9% | 9,762 | $237K |
| Parallax Volatility Advisers, L.P. | 0.01% | Add +1.3% | 9,460 | $236K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -14.3% | 9,600 | $233K |
| Bank of Nova Scotia | 0.00% | Reduce -97.6% | 9,595 | $233K |
| McGuire Capital Advisors Inc. | 0.15% | New | 9,338 | $227K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,528 | $226K |
| MinichMacGregor Wealth Management, LLC | 0.04% | Reduce -13.1% | 9,267 | $225K |
| Ascent Group, LLC | 0.01% | New | 9,206 | $224K |
| Savvy Advisors, Inc. | 0.01% | Add +10.3% | 9,134 | $222K |
| Symmetry Partners, LLC | 0.01% | Add +4.8% | 9,130 | $222K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.9% | 9,030 | $219K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +3.3% | 8,890 | $216K |
| waypoint wealth counsel | 0.11% | Reduce -7.6% | 8,759 | $213K |
| STRS Ohio | 0.00% | Reduce -0.1% | 8,704 | $211K |
| Parcion Private Wealth LLC | 0.01% | Add +10.2% | 8,687 | $211K |
| Louisbourg Investments Inc. | 0.04% | Add +16.1% | 8,675 | $211K |
| Altar Rock LLC | 0.25% | Reduce -0.9% | 8,604 | $209K |
| Everhart Financial Group, Inc. | 0.02% | New | 8,557 | $208K |
| Victory Financial Group, LLC | 0.03% | New | 8,490 | $206K |
| Cornerstone Select Advisors, LLC | 0.13% | Add +2.7% | 8,468 | $206K |
| Metis Global Partners, LLC | 0.01% | Reduce -12.6% | 8,376 | $203K |
| Unique Wealth Strategies, LLC | 0.08% | Add +0.2% | 8,350 | $203K |
| Harbour Investments, Inc. | 0.00% | Add +1.7% | 7,365 | $179K |
| Bessemer Group Inc. | 0.00% | Add +70.8% | 7,288 | $177K |
| IFP Advisors, Inc | 0.00% | Add +117.6% | 7,119 | $173K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -10.6% | 6,922 | $168K |
| Sound Income Strategies, LLC | 0.01% | Add +17497.1% | 5,983 | $146K |
| MCF Advisors LLC | 0.01% | Add +21.7% | 5,852 | $142K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 5,683 | $132K |
| Walleye Capital LLC | 0.00% | Reduce -94.7% | 5,275 | $128K |
| Parallel Advisors, LLC | 0.00% | Add +7.1% | 4,699 | $114K |
| Atlas Capital Advisors Inc. | 0.01% | Add +163.0% | 4,615 | $112K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.1% | 4,585 | $111K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +2.3% | 4,123 | $100K |
| Hantz Financial Services, Inc. | 0.00% | Add +362.0% | 4,130 | $100K |
| EFG International AG | 0.00% | No change | 4,066 | $99K |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.03% | New | 3,992 | $97K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.7% | 3,982 | $97K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +89.9% | 3,871 | $94K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -5.2% | 3,477 | $84K |
| Caldwell Trust Co | 0.01% | No change | 3,470 | $84K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 3,470 | $84K |
| Intentional Wealth Strategies, LLC | 0.08% | — | 3,360 | $82K |
| Twin Tree Management, LP | 0.02% | Reduce -93.1% | 3,225 | $78K |
| TD Private Client Wealth LLC | 0.00% | Add +1.3% | 3,211 | $78K |
| UMB Bank, n.a. | 0.00% | Add +16.8% | 3,197 | $78K |
| Van Eck Associates Corp. | 0.00% | Add +1.8% | 2,824 | $69K |
| True Wealth Design, LLC | 0.02% | Add +23.8% | 2,823 | $69K |
| Private Trust Co. NA | 0.01% | Add +227.6% | 2,755 | $67K |
| Huntington National Bank | 0.00% | Add +22.6% | 2,706 | $66K |
| Silvant Capital Management LLC | 0.00% | No change | 2,649 | $64K |
| Larson Financial Group LLC | 0.00% | Add +68.2% | 2,601 | $63K |
| Smartleaf Asset Management LLC | 0.00% | Add +143.2% | 2,682 | $62K |
| Elevated Capital Advisors, LLC | 0.02% | Reduce -92.2% | 2,513 | $61K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +62.8% | 2,500 | $61K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 2,574 | $60K |
| Truvestments Capital LLC | 0.01% | No change | 2,105 | $51K |
| Innovative Asset Advisors Group, LLC | 0.03% | — | 2,040 | $50K |
| Capital Analysts, LLC | 0.00% | Add +0.1% | 2,036 | $49K |
| Meeder Asset Management Inc. | 0.00% | New | 1,881 | $46K |
| CENTRAL TRUST Co | 0.00% | Add +389.6% | 1,875 | $46K |
| Manchester Capital Management LLC | 0.01% | No change | 1,868 | $45K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.9% | 1,862 | $45K |
| Blue Trust, Inc. | 0.00% | Add +171.0% | 1,859 | $45K |
| American National Bank & Trust | 0.00% | Add +53.8% | 1,796 | $44K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | No change | 1,787 | $43K |
| Root Financial Partners, LLC | 0.00% | Add +0.2% | 1,705 | $41K |
| Quent Capital, LLC | 0.00% | Add +0.6% | 1,656 | $40K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1,650 | $40K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.0% | 1,352 | $33K |
| Crews Bank & Trust | 0.00% | No change | 1,325 | $32K |
| CYBER HORNET ETFs LLC | 0.02% | Reduce -6.2% | 1,224 | $30K |
| TD Waterhouse Canada Inc. | 0.00% | Add +21.3% | 1,213 | $29K |
| SJS Investment Consulting Inc. | 0.00% | Add +80.2% | 1,207 | $29K |
| Zions Bancorporation, National Association | 0.00% | Reduce -74.2% | 1,198 | $29K |
| CNB Bank | 0.01% | Reduce -9.0% | 1,049 | $25K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 950 | $23K |
| Activest Wealth Management | 0.00% | Add +23.3% | 942 | $23K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +8.6% | 868 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -2.2% | 807 | $20K |
| Gables Capital Management Inc. | 0.01% | Reduce -15.1% | 793 | $19K |
| HM Payson & Co. | 0.00% | No change | 790 | $19K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 785 | $19K |
| Salem Investment Counselors Inc. | 0.00% | New | 750 | $18K |
| Leonteq Securities AG | 0.00% | Add +53.9% | 748 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +47.8% | 742 | $18K |
| Wealth Preservation Advisors, LLC | 0.01% | New | 739 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 732 | $18K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 689 | $17K |
| Cromwell Holdings LLC | 0.01% | Add +3.2% | 644 | $16K |
| Salomon & Ludwin, LLC | 0.00% | No change | 625 | $15K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +92.2% | 615 | $15K |
| First Horizon Corp. | 0.00% | Add +14.6% | 606 | $15K |
| Danske Bank A/S | 0.00% | Reduce -90.7% | 500 | $12K |
| CVA Family Office, LLC | 0.00% | Add +1213.2% | 499 | $12K |
| Dogwood Wealth Management LLC | 0.01% | Add +0.8% | 497 | $12K |
| Avion Wealth | 0.00% | No change | 500 | $12K |
| Addison Advisors LLC | 0.00% | Reduce -14.2% | 485 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 447 | $11K |
| Red Tortoise LLC | 0.00% | No change | 446 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.3% | 433 | $11K |
| Fortitude Family Office, LLC | 0.00% | Add +37.8% | 430 | $10K |
| Penserra Capital Management LLC | 0.00% | New | 414 | $10K |
| WPG Advisers, LLC | 0.01% | Add +42.5% | 396 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -14.9% | 399 | $9K |
| Covestor Ltd | 0.01% | Reduce -77.1% | 338 | $8K |
| Guinness Atkinson Asset Management Inc | 0.00% | No change | 308 | $7K |
| LRI Investments, LLC | 0.00% | New | 302 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -51.1% | 295 | $7K |
| Manning & Napier Advisors LLC | 0.00% | Add +12.9% | 297 | $7K |
| SHP Wealth Management | 0.00% | Add +33.8% | 281 | $7K |
| Spire Wealth Management | 0.00% | Reduce -7.1% | 261 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 258 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 257 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | Add +27.2% | 248 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 247 | $6K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 244 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +465.1% | 243 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +5.7% | 241 | $6K |
| WealthCollab, LLC | 0.00% | No change | 235 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +2.9% | 215 | $6K |
| Stone House Investment Management, LLC | 0.00% | No change | 223 | $5K |
| Rossby Financial, LCC | 0.00% | Add +254.1% | 216 | $5K |
| Ascentis Independent Advisors | 0.00% | New | 211 | $5K |
| Triumph Capital Management | 0.00% | No change | 203 | $5K |
| Clearstead Advisors, LLC | 0.00% | Reduce -89.3% | 198 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +25.2% | 179 | $5K |
| Westfuller Advisors, LLC | 0.00% | Add +43.8% | 197 | $5K |
| Marquette Asset Management, LLC | 0.00% | New | 187 | $5K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 171 | $4K |
| Whipplewood Advisors, LLC | 0.00% | New | 166 | $4K |
| GW&K Investment Management, LLC | 0.00% | Add +22.3% | 170 | $4K |
| Torren Management, LLC | 0.00% | Reduce -90.1% | 164 | $4K |
| Hilltop National Bank | 0.00% | No change | 162 | $4K |
| Grove Bank & Trust | 0.00% | Reduce -71.9% | 158 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +21.7% | 157 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +23.2% | 154 | $4K |
| Kilter Group LLC | 0.00% | Reduce -17.1% | 146 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -10.1% | 134 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 129 | $3K |
| Ancora Advisors LLC | 0.00% | Reduce -80.0% | 129 | $3K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 125 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 118 | $3K |
| POM Investment Strategies, LLC | 0.00% | No change | 118 | $3K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 110 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 108 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Add +15.4% | 105 | $3K |
| Bfsg, LLC | 0.00% | No change | 100 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 97 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 90 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 89 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 80 | $2K |
| Arlington Trust Co LLC | 0.00% | New | 78 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | New | 74 | $2K |
| Summit Securities Group LLC | 0.00% | Reduce -93.1% | 73 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +22.2% | 66 | $2K |
| Tidemark, LLC | 0.00% | Add +20.0% | 66 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 66 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 62 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +19.6% | 61 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +45.2% | 61 | $1K |
| Richardson Financial Services Inc. | 0.00% | New | 60 | $1K |
| Caitlin John, LLC | 0.00% | Reduce -90.4% | 53 | $1K |
| North Star Investment Management Corp. | 0.00% | New | 43 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 42 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 21 | $1K |
| American Capital Advisory, LLC | 0.00% | Reduce -19.6% | 41 | $996 |
| SouthState Bank Corp | 0.00% | No change | 39 | $948 |
| Cornerstone Financial Management LLC | 0.00% | No change | 37 | $899 |
| MV Capital Management, Inc. | 0.00% | Add +2.9% | 36 | $875 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 36 | $874 |
| TFC Financial Management, Inc. | 0.00% | Reduce -70.1% | 35 | $851 |
| Private Wealth Management Group, LLC | 0.00% | No change | 33 | $802 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -11.1% | 32 | $777 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.1% | 32 | $777 |
| Trust Co. of Toledo NA | 0.00% | New | 30 | $729 |
| Financial Consulate, Inc. | 0.00% | No change | 29 | $705 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 28 | $680 |
| Quaker Wealth Management, LLC | 0.00% | No change | 24 | $583 |
| Portus Wealth Advisors, LLC | 0.00% | New | 20 | $486 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 20 | $486 |
| Bell Investment Advisors, Inc | 0.00% | New | 19 | $462 |
| Meramec Financial Planners, LLC | 0.00% | No change | 15 | $375 |
| WestEnd Advisors, LLC | 0.00% | No change | 15 | $364 |
| TopTier Wealth Management, LLC | 0.00% | New | 13 | $316 |
| Nemes Rush Group LLC | 0.00% | No change | 11 | $267 |
| Nvwm, LLC | 0.00% | No change | 10 | $243 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $243 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 7 | $179 |
| Arcadia Investment Management Corp. | 0.00% | No change | 7 | $171 |
| Trust Co | 0.00% | No change | 7 | $171 |
| Signature Equity Partners, LLC | 0.00% | New | 6 | $146 |
| 3 Factor Indexing, LLC | 0.00% | — | 5 | $122 |
| Raffa Wealth Management, LLC | 0.00% | New | 4 | $97 |
| Curio Wealth, LLC | 0.00% | New | 3 | $73 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 2 | $49 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 2 | $49 |
| Rakuten Securities, Inc. | 0.00% | Reduce -80.0% | 1 | $24 |
| Highline Wealth Partners LLC | 0.00% | New | 1 | $24 |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.