Jacobs SolutionsJ

13F holders, Q4 2025 (December 31)
924holders +51
102new positions
73sold out
8famous investors
$132.52avg. 13F price*

At the end of Q4 2025, 924 institutions reported holding Jacobs Solutions Inc. (J) in their 13F filings, up 51 from Q3 2025. 102 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.3B) and State Street Corp. ($975.9M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Jacobs Solutions Inc.
Sector
Industrials
CUSIP
46982L108
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 819Q1 2024Q2 2024: 815Q2 2024Q3 2024: 819Q3 2024Q4 2024: 859Q4 2024Q1 2025: 828Q1 2025Q2 2025: 836Q2 2025Q3 2025: 873Q3 2025Q4 2025: 924Q4 2025Q1 2026: 912Q1 2026Q2 2026: 874Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions102$208.2M
Exits73$308.8M

All 13F filers, Q3 2025 → Q4 2025: 8,095,346 shares bought and 8,882,104 shares sold, net −786,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 924 holders

Vanguard Group Inc. 0.03% Reduce -0.3% 13,662,193 $1.8B
BlackRock, Inc. 0.02% Add +5.4% 9,623,932 $1.3B
State Street Corp. 0.03% Add +3.4% 7,367,828 $975.9M
Primecap Management Co. 0.45% Reduce -1.4% 4,525,959 $599.5M
Morgan Stanley 0.03% Add +19.5% 3,379,681 $447.7M
Geode Capital Management, LLC 0.03% Add +0.9% 3,219,481 $424.8M
Ninety One UK Ltd 0.90% Add +2.8% 3,156,313 $418.1M
Invesco Ltd. 0.03% Add +5.4% 2,646,374 $350.5M
Boston Partners 0.34% Reduce -19.5% 2,447,880 $325.1M
Allspring Global Investments Holdings, LLC 0.52% Reduce -4.6% 2,387,215 $323.1M
Bank of America Corp. 0.02% Reduce -5.9% 1,947,701 $258.0M
Massachusetts Financial Services Co. 0.07% Reduce -8.9% 1,740,859 $230.6M
Ameriprise Financial Inc. 0.05% Add +10.7% 1,701,594 $225.4M
Lazard Asset Management LLC 0.33% Reduce -52.2% 1,479,389 $196.0M
Focus Partners Wealth 0.20% Add +246.3% 1,338,698 $177.3M
Northern Trust Corp. 0.02% Add +2.2% 1,283,052 $170.0M
Dimensional Fund Advisors LP 0.03% Reduce -10.2% 1,150,234 $152.4M
Neuberger Berman Group LLC 0.11% Reduce -17.8% 1,071,283 $141.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% Add +0.5% 860,536 $114.0M
Goldman Sachs Group Inc. 0.02% Add +24.7% 852,803 $113.0M
Royal Bank of Canada 0.02% Reduce -3.6% 813,279 $107.7M
Charles Schwab Investment Management Inc. 0.02% Add +2.6% 800,646 $106.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +23.0% 773,200 $102.4M
CI Investments Inc. 0.44% Reduce -29.8% 754,497 $99.9M
AQR Capital Management 0.05% Reduce -26.0% 751,819 $99.6M
Legal & General Group Plc 0.02% Reduce -14.3% 749,103 $99.2M
L1 Capital International Pty Ltd 4.95% Add +363.6% 723,533 $95.8M
Bank of New York Mellon Corp 0.02% Reduce -10.9% 718,726 $95.2M
Amundi 0.03% Add +13.6% 682,908 $90.5M
Natixis Advisors, LLC 0.13% Add +2.2% 672,781 $89.1M
FIL Ltd 0.06% Reduce -8.7% 629,490 $83.4M
Van Eck Associates Corp. 0.07% Add +54.6% 622,723 $82.5M
Thrivent Financial for Lutherans 0.14% Add +2.2% 589,516 $78.1M
Caisse de depot et placement du Quebec 0.13% Reduce -25.2% 577,524 $76.5M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -7.2% 574,850 $76.1M
UBS Group AG 0.01% Reduce -15.7% 568,475 $75.3M
Citadel Advisors 0.05% Add +47.9% 529,125 $70.1M
First Trust Advisors LP 0.05% Reduce -17.0% 470,214 $62.3M
Janus Henderson Group PLC 0.03% Add +1982.1% 468,552 $62.1M
Deutsche Bank AG 0.02% Add +1.6% 468,467 $62.1M
Nomura Asset Management International Inc. 0.09% — 467,568 $61.9M
JPMorgan Chase & Co. 0.00% Reduce -30.4% 429,956 $57.0M
Two Sigma Investments, LP 0.09% Add +7.4% 419,405 $55.6M
Robeco Institutional Asset Management B.V. 0.08% Add +162.8% 412,481 $54.6M
Vontobel Holding Ltd. 0.16% Add +4.6% 361,112 $47.8M
Barclays PLC 0.02% Add +44.9% 354,780 $47.0M
Nuveen, LLC 0.01% Add +0.0% 332,427 $44.0M
Tredje AP-fonden 0.33% Add +30.9% 328,975 $43.6M
Swiss National Bank 0.03% Reduce -5.5% 327,000 $43.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -2.0% 325,307 $43.1M
Cidel Asset Management Inc. 2.91% Reduce -6.2% 310,471 $41.1M
Todd Asset Management LLC 0.79% Reduce -0.2% 306,112 $40.5M
Wells Fargo & Company 0.01% Reduce -3.0% 277,707 $36.8M
Hennessy Advisors Inc. 1.30% Reduce -5.3% 276,700 $36.7M
Zurich Insurance Group Ltd 0.25% New 275,517 $36.5M
Envestnet Asset Management Inc. 0.01% Reduce -18.1% 268,839 $35.6M
Robeco Schweiz AG 0.80% New 268,554 $35.6M
Alliancebernstein L.P. 0.01% Add +1.6% 264,797 $35.1M
Sei Investments Co. 0.03% Add +4.3% 260,548 $34.5M
California Public Employees Retirement System 0.02% Reduce -2.3% 256,074 $33.9M
Campbell Newman Asset Management Inc. 2.47% Add +0.1% 254,792 $33.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +2.5% 248,401 $33.6M
Rhumbline Advisers 0.03% Reduce -2.1% 253,175 $33.5M
Capstone Investment Advisors, LLC 0.34% Add +128.9% 250,650 $33.2M
HSBC Holdings PLC 0.02% Add +2.8% 232,708 $30.9M
California State Teachers Retirement System 0.03% Add +4.1% 231,778 $30.7M
Renaissance Technologies 0.05% Reduce -31.9% 231,000 $30.6M
Waters Parkerson & Co., LLC 1.47% Add +3.6% 226,128 $30.0M
ZWJ Investment Counsel Inc. 1.05% Add +0.4% 219,579 $29.1M
Teachers Retirement System of the State of Kentucky 0.21% No change 212,406 $28.1M
Qube Research & Technologies Ltd 0.04% Add +21.8% 209,076 $27.7M
BNP Paribas Financial Markets 0.02% Add +12.6% 207,533 $27.5M
Bank of Nova Scotia 0.04% Add +47.2% 203,398 $26.9M
Williams Jones Wealth Management, LLC. 0.28% Reduce -1.6% 187,995 $24.9M
Raymond James Financial Inc. 0.01% Reduce -4.9% 186,746 $24.7M
Aberdeen Group plc 0.04% Add +2.8% 183,038 $24.2M
Cwm, LLC 0.06% Reduce -1.7% 179,235 $23.7M
Professional Advisory Services Inc. 2.78% Add +3.6% 177,486 $23.5M
T. Rowe Price Associates Inc. 0.00% Reduce -2.0% 171,774 $22.8M
Mesirow Financial Investment Management, Inc. 0.46% Reduce -0.2% 167,611 $22.2M
LPL Financial LLC 0.01% Add +7.7% 162,247 $21.5M
Washington Trust Advisors, Inc. 1.63% Reduce -1.5% 161,204 $21.4M
Prudential Financial Inc. 0.02% Reduce -20.8% 155,226 $20.6M
Wellington Management Group LLP 0.00% Add +6.6% 145,019 $19.2M
Everett Harris & Co. 0.23% Add +2.8% 143,059 $18.9M
Hutchinson Capital Management 3.19% Reduce -0.4% 140,548 $18.6M
Compagnie Lombard Odier SCmA 0.20% Add +5.5% 139,730 $18.5M
Two Sigma Advisers, LP 0.04% Add +5.4% 139,700 $18.5M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -2.9% 132,296 $18.2M
SG Americas Securities, LLC 0.02% Add +10381.2% 136,046 $18.0M
Principal Financial Group Inc. 0.01% Add +2.4% 133,704 $17.7M
Jones Financial Companies LLLP 0.01% Add +10.2% 132,658 $17.6M
Gotham Asset Management 0.06% Add +2.1% 130,108 $17.2M
United Capital Financial Advisors, LLC 0.10% Reduce -0.8% 129,028 $17.1M
Pictet Asset Management Holding SA 0.02% Add +90.7% 126,717 $16.8M
Lathrop Investment Management Co. 3.02% Reduce -0.4% 125,861 $16.7M
Westwood Holdings Group Inc. 0.14% Reduce -7.6% 123,881 $16.4M
Citigroup Inc. 0.01% Reduce -12.6% 121,385 $16.1M
Bank of Montreal 0.01% Add +1.2% 119,677 $15.9M
Tower Bridge Advisors 1.60% Reduce -3.5% 118,128 $15.6M
Millennium Management 0.01% Reduce -40.2% 117,036 $15.5M
Aviva PLC 0.03% Add +5.0% 116,321 $15.4M
Korea Investment CORP 0.03% Reduce -30.3% 115,008 $15.2M
WASHINGTON TRUST Co 0.49% Reduce -0.5% 113,158 $15.0M
Russell Investments Group, Ltd. 0.02% Reduce -11.5% 109,857 $14.6M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -0.8% 107,927 $14.3M
State Board of Administration of Florida Retirement System 0.03% Reduce -3.9% 107,908 $14.3M
Stifel Financial Corp. 0.01% Add +3.4% 106,259 $14.1M
State of Wisconsin Investment Board 0.03% Reduce -3.4% 106,100 $14.1M
Janney Montgomery Scott LLC 0.03% Add +8.5% 105,624 $14.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +5.2% 104,081 $13.8M
Cullen/Frost Bankers, Inc. 0.15% Add +12.7% 104,407 $13.8M
Running Oak Capital LLC 1.73% Reduce -10.2% 104,373 $13.8M
Cerity Partners LLC 0.02% Reduce -3.0% 104,193 $13.8M
Evergreen Capital Management LLC 0.30% Add +10.3% 102,760 $13.6M
Ninety One SA (Pty) Ltd 0.59% No change 102,407 $13.6M
New York State Teachers Retirement System 0.03% Add +2.9% 97,993 $13.0M
National Bank of Canada 0.01% Reduce -2.7% 97,938 $13.0M
Eurizon Capital SGR S.p.A. 0.04% — 97,786 $13.0M
Exchange Traded Concepts, LLC 0.11% Add +14.9% 97,827 $13.0M
Thompson Siegel & Walmsley LLC 0.22% Reduce -67.9% 97,518 $12.9M
North Growth Management Ltd. 1.97% Add +11.8% 95,000 $12.6M
FMR LLC 0.00% Add +14.7% 89,956 $11.9M
Varma Mutual Pension Insurance Co 0.07% New 86,800 $11.5M
Mariner, LLC 0.01% Add +89.7% 86,492 $11.5M
Neville Rodie & Shaw Inc. 0.79% Reduce -1.9% 84,620 $11.2M
Twinbeech Capital LP 0.79% New 83,775 $11.1M
Franklin Resources Inc. 0.00% Reduce -20.0% 83,117 $11.0M
Crestwood Advisors Group, LLC 0.18% Add +2.9% 82,663 $10.9M
Asset Management One Co., Ltd. 0.03% Reduce -3.2% 79,714 $10.8M
Incline Global Management LLC 3.64% New 80,466 $10.7M
State of Tennessee, Department of Treasury 0.03% Reduce -0.7% 76,608 $10.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% No change 77,279 $10.2M
Two Point Capital Management, Inc. 4.13% Reduce -0.1% 76,918 $10.2M
Wedge Capital Management L L P 0.18% Reduce -4.2% 76,445 $10.1M
New York State Common Retirement Fund 0.01% Reduce -0.3% 76,221 $10.1M
Telos Capital Management, Inc. 0.94% Reduce -17.1% 76,179 $10.1M
Greenwood Gearhart LLC 0.55% Add +1.5% 75,923 $10.1M
F/m Investments LLC 0.38% Reduce -2.5% 75,566 $10.0M
Segall Bryant & Hamill, LLC 0.13% Add +10.2% 75,255 $10.0M
TD Asset Management Inc 0.01% Add +13.5% 73,133 $9.7M
Quantinno Capital Management LP 0.02% Add +41.4% 72,343 $9.6M
KBC Group NV 0.02% Add +519.0% 70,734 $9.4M
Man Group plc 0.02% Add +632.6% 68,986 $9.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -7.2% 68,089 $9.0M
Bryn Mawr Trust Advisors, LLC 0.42% Reduce -4.5% 66,082 $8.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +18.1% 66,072 $8.8M
Advisors Asset Management, Inc. 0.15% Add +7.3% 65,810 $8.7M
Federation des caisses Desjardins du Quebec 0.03% Add +2.9% 65,428 $8.7M
Toth Financial Advisory Corp. 0.94% Add +5.6% 65,196 $8.6M
Corient Private Wealth LP 0.01% Reduce -10.3% 64,173 $8.6M
McKinley Carter Wealth Services, Inc. 0.47% Add +0.7% 64,048 $8.5M
Osmosis Investment Management UK Ltd 0.21% — 63,780 $8.4M
Hahn Capital Management LLC 4.48% Reduce -5.4% 62,750 $8.3M
Truist Financial Corp. 0.01% Reduce -1.0% 62,525 $8.3M
Wharton Business Group, LLC 0.31% Add +0.5% 62,160 $8.2M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.7% 61,017 $8.1M
Federated Hermes, Inc. 0.01% Add +1.6% 60,416 $8.0M
Payden & Rygel 0.55% Reduce -35.7% 59,600 $7.9M
Royal London Asset Management Ltd. 0.02% Add +0.6% 59,363 $7.9M
HighTower Advisors, LLC 0.01% Reduce -1.3% 58,260 $7.7M
Needham Investment Management LLC 0.49% Add +38.1% 58,000 $7.7M
QRG Capital Management, Inc. 0.08% Add +2.0% 57,433 $7.6M
ExodusPoint Capital Management, LP 0.08% New 57,079 $7.6M
Citizens Financial Group Inc. 0.10% New 56,974 $7.5M
Daiwa Securities Group Inc. 0.02% Reduce -10.7% 55,800 $7.4M
Commonwealth Equity Services, LLC 0.01% Reduce -14.9% 55,380 $7.3M
SFE Investment Counsel 1.14% Add +12.6% 55,203 $7.3M
Marco Investment Management LLC 0.55% Add +0.1% 54,845 $7.3M
Marks Group Wealth Management, Inc 0.69% Reduce -12.3% 54,166 $7.2M
Clifford Swan Investment Counsel LLC 0.24% Reduce -0.7% 53,794 $7.1M
Intech Investment Management LLC 0.06% Add +224.0% 53,692 $7.1M
Mercer Global Advisors Inc. 0.01% Add +140.1% 68,800 $7.0M
Gibraltar Capital Management, Inc. 1.16% Reduce -1.0% 51,628 $6.8M
Jacobs Levy Equity Management, Inc. 0.03% Add +293.6% 51,437 $6.8M
First National Bank of Omaha 0.20% New 50,836 $6.8M
Blair William & Co. 0.02% Add +3.6% 50,965 $6.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.57% Add +18.7% 50,397 $6.7M
Treasurer of the State of North Carolina 0.02% Reduce -6.8% 49,875 $6.6M
Teacher Retirement System of Texas 0.02% Reduce -74.7% 49,736 $6.6M
Pallas Capital Advisors LLC 0.22% Reduce -6.2% 49,459 $6.6M
Oppenheimer Asset Management Inc. 0.08% Reduce -1.0% 48,379 $6.4M
Victory Capital Management Inc. 0.00% Reduce -79.0% 47,897 $6.3M
Stephens Inc. 0.08% Reduce -0.6% 47,312 $6.3M
Mn Services Vermogensbeheer B.V. 0.04% Add +1.4% 46,433 $6.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +99.2% 43,470 $5.8M
Inspire Trust Co, N.A. 0.95% Add +17.6% 43,500 $5.8M
Toronto Dominion Bank 0.01% Reduce -43.5% 42,942 $5.7M
Avanza Fonder AB 0.14% New 42,581 $5.6M
Public Employees Retirement System of Ohio 0.02% Reduce -4.7% 42,440 $5.6M
Oppenheimer & Co. Inc. 0.08% Add +8.2% 42,304 $5.6M
Nomura Asset Management Co. Ltd. 0.01% Add +0.7% 41,697 $5.5M
Berger Financial Group, Inc 0.32% Add +0.9% 41,455 $5.5M
Creative Planning 0.00% Reduce -11.1% 41,416 $5.5M
Calamos Advisors LLC 0.03% Add +74.5% 41,000 $5.4M
PDT Partners, LLC 0.35% Add +28.5% 40,983 $5.4M
GMO 0.01% Add +1163.4% 40,832 $5.4M
Campbell & CO Investment Adviser LLC 0.26% New 40,718 $5.4M
Paragon Capital Management LLC 2.68% Reduce -9.5% 39,986 $5.3M
Lansforsakringar Fondforvaltning AB (publ) 0.03% New 39,676 $5.3M
Modera Wealth Management, LLC 0.06% Reduce -0.7% 39,424 $5.2M
PNC Financial Services Group, Inc. 0.00% Add +4.3% 39,393 $5.2M
Comerica Bank 0.02% Reduce -0.8% 39,276 $5.2M
NorthCrest Asset Manangement, LLC 0.12% Add +1.4% 37,420 $5.2M
State of New Jersey Common Pension Fund D 0.02% Reduce -3.4% 38,748 $5.1M
Louisbourg Investments Inc. 1.02% Add +7.4% 47,612 $5.1M
Hikari Tsushin, Inc. 0.33% Reduce -10.2% 38,455 $5.1M
Ninety One North America, Inc. 0.20% New 37,505 $5.0M
CIBC Asset Management Inc 0.01% Add +40.3% 37,270 $4.9M
Rwa Wealth Partners, LLC 0.05% Add +4.9% 37,102 $4.9M
Granite Investment Partners, LLC 0.29% No change 36,941 $4.9M
Nisa Investment Advisors, LLC 0.02% Add +4.0% 36,471 $4.8M
American Trust Investment Advisors, LLC 2.57% Add +0.4% 36,267 $4.8M
Resona Asset Management Co.,Ltd. 0.02% Reduce -7.2% 35,003 $4.7M
TCW Group Inc. 0.03% Add +5.7% 34,205 $4.5M
Stratos Wealth Advisors, LLC 0.22% Add +294.8% 33,740 $4.5M
Elo Mutual Pension Insurance Co 0.07% Add +17.5% 33,626 $4.5M
Verition Fund Management LLC 0.03% Reduce -9.9% 33,294 $4.4M
Arizona State Retirement System 0.02% Reduce -7.2% 32,937 $4.4M
Keebeck Wealth Management 0.50% Reduce -1.6% 32,901 $4.4M
Vest Financial, LLC 0.06% Reduce -15.6% 32,786 $4.3M
National Pension Service 0.00% Add +32.5% 32,432 $4.3M
Journey Advisory Group, LLC 0.36% Reduce -7.1% 31,974 $4.2M
Captrust Financial Advisors 0.01% Add +10.1% 31,784 $4.2M
De Lisle Partners LLP 0.54% Add +28.3% 31,700 $4.2M
Czech National Bank 0.03% Add +3.8% 31,520 $4.2M
US Bancorp \de 0.00% Reduce -0.6% 31,506 $4.2M
State of Michigan Retirement System 0.02% Reduce -3.1% 31,299 $4.1M
Forsta Ap-Fonden 0.02% New 31,200 $4.1M
Occidental Asset Management, LLC 0.49% Add +4.8% 30,738 $4.1M
Susquehanna International Group, LLP 0.01% Add +128.3% 30,261 $4.0M
Pinebridge Investments LLC 0.03% — 30,170 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.0% 30,132 $4.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +203.2% 29,503 $3.9M
Greenwood Capital Associates LLC 0.42% Reduce -0.6% 29,403 $3.9M
MetLife Investment Management, LLC 0.02% Reduce -3.4% 28,644 $3.8M
Compass Wealth Management LLC 0.93% Add +3.6% 28,219 $3.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -3.1% 27,805 $3.7M
NewEdge Advisors, LLC 0.01% Add +309.5% 27,696 $3.7M
DekaBank Deutsche Girozentrale 0.01% No change 22,920 $3.7M
TD Waterhouse Canada Inc. 0.02% Add +6.8% 27,183 $3.6M
Old National Bancorp 0.06% Reduce -8.5% 26,892 $3.6M
IFM Investors Pty Ltd 0.03% Add +8.2% 26,686 $3.5M
Cary Street Partners Financial LLC 0.09% Reduce -0.1% 26,646 $3.5M
Turn8 Private Wealth Inc. 2.46% Reduce -0.3% 25,915 $3.4M
Osaic Holdings, Inc. 0.01% Reduce -3.2% 25,742 $3.4M
Natixis 0.01% Reduce -32.0% 25,483 $3.4M
Retirement Systems of Alabama 0.01% Reduce -0.3% 25,430 $3.4M
Taikang Asset Management (Hong Kong) Co Ltd 0.33% New 25,227 $3.3M
Voya Investment Management LLC 0.00% Reduce -11.4% 25,197 $3.3M
Catalyst Funds Management Pty Ltd 0.77% New 25,000 $3.3M
Swiss Life Asset Management Ltd 0.02% Add +6.4% 24,900 $3.3M
Crossmark Global Holdings, Inc. 0.05% Add +360.3% 24,819 $3.3M
Sit Investment Associates Inc. 0.06% No change 24,700 $3.3M
Tidal Investments LLC 0.01% Add +8.7% 24,572 $3.3M
Kirtland Hills Capital Management, LLC 1.14% No change 24,500 $3.2M
Coastal Bridge Advisors, LLC 0.24% Reduce -0.2% 24,442 $3.2M
Hilton Capital Management, LLC 0.24% Add +10.8% 24,414 $3.2M
Clayton Partners LLC 2.28% Reduce -1.0% 23,882 $3.2M
Machina Capital S.A.S. 0.60% New 23,543 $3.1M
Harvey Capital Management Inc. 0.66% New 23,372 $3.1M
Ancora Advisors LLC 0.06% Reduce -55.5% 23,331 $3.1M
Capital Fund Management S.A. 0.03% New 23,213 $3.1M
DAVENPORT & Co LLC 0.02% Add +9.8% 22,927 $3.0M
Xponance LLC 0.02% Reduce -42.3% 22,540 $3.0M
ProShare Advisors LLC 0.01% Add +8.5% 22,367 $3.0M
Amalgamated Bank 0.02% Reduce -4.0% 22,204 $2.9M
Security National Bank of So Dak 1.45% Reduce -0.8% 22,152 $2.9M
Aristotle Capital Boston, LLC 0.16% Reduce -7.9% 21,855 $2.9M
Pine Valley Investments Ltd Liability Co 0.14% Reduce -1.0% 21,616 $2.9M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -5.0% 21,610 $2.9M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +75.4% 21,471 $2.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +22.8% 21,179 $2.8M
Cetera Investment Advisers 0.00% Add +0.8% 20,965 $2.8M
Ethic Inc. 0.04% Add +44.2% 20,939 $2.8M
M. Kulyk & Associates, LLC 0.53% Add +3.9% 20,916 $2.8M
Wilmington Savings Fund Society, FSB 0.06% Add +1.7% 20,667 $2.7M
Woodline Partners LP 0.01% Add +29.1% 20,395 $2.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +22.7% 20,207 $2.7M
Havemeyer Place LP 0.52% — 20,103 $2.7M
MML Investors Services, LLC 0.01% Add +5.0% 19,733 $2.6M
Utah Retirement Systems 0.02% No change 19,668 $2.6M
United Asset Strategies, Inc. 0.20% Add +3.5% 19,328 $2.6M
Cibc World Markets Corp. 0.01% — 19,305 $2.6M
Eastern Bank 0.04% Reduce -25.0% 19,037 $2.5M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 19,000 $2.5M
Great Lakes Retirement, Inc. 0.26% Add +3.2% 18,927 $2.5M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.5% 18,533 $2.5M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -5.1% 18,376 $2.4M
XTX Topco Ltd 0.06% Add +208.4% 18,210 $2.4M
Alpine Woods Capital Investors, LLC 0.56% Add +37.6% 17,877 $2.4M
Atria Investments, Inc 0.03% Reduce -0.2% 17,873 $2.4M
Bank Ozk 0.82% Reduce -2.0% 17,599 $2.3M
Strategic Advisors LLC 0.36% Add +15.6% 17,537 $2.3M
NEOS Investment Management LLC 0.01% Add +16.4% 17,494 $2.3M
Armstrong Henry H Associates Inc. 0.21% No change 17,081 $2.3M
UniSuper Management Pty Ltd 0.01% Reduce -5.8% 16,874 $2.2M
Bokf, NA 0.03% Reduce -14.2% 16,719 $2.2M
New York Life Investment Management LLC 0.02% Add +1.0% 16,388 $2.2M
Kepler Cheuvreux (Suisse) SA 0.12% New 16,317 $2.2M
Oak Thistle LLC 0.30% New 16,189 $2.1M
Sanctuary Advisors, LLC 0.01% Reduce -1.6% 16,179 $2.1M
Rakuten Investment Management, Inc. 0.01% Reduce -46.8% 15,725 $2.1M
A. D. Beadell Investment Counsel, Inc. 1.36% Add +1.6% 15,835 $2.1M
First Manhattan Co. Llc. 0.01% Reduce -2.5% 15,825 $2.1M
Lido Advisors, LLC 0.01% Add +3.1% 14,016 $2.1M
Public Sector Pension Investment Board 0.01% Add +50.6% 15,535 $2.1M
Ensign Peak Advisors, Inc 0.00% Reduce -27.7% 15,453 $2.0M
ING Groep NV 0.01% Add +63.4% 15,448 $2.0M
Macquarie Group Ltd. 0.01% Reduce -97.4% 15,435 $2.0M
Nissay Asset Management Corp. /Japan 0.01% Add +0.5% 15,397 $2.0M
Baird Financial Group, Inc. 0.00% Add +5.6% 15,353 $2.0M
Pathstone Holdings, LLC 0.01% Add +2.8% 15,303 $2.0M
Red Spruce Capital, LLC 0.79% Add +3.2% 15,053 $2.0M
Summit Financial, LLC 0.03% Add +0.1% 15,049 $2.0M
Summit Trail Advisors, LLC 0.03% Add +23.9% 14,994 $2.0M
Empire Financial Management Company, LLC 0.43% Add +0.0% 14,966 $2.0M
CGN Advisors LLC 0.16% Reduce -9.4% 14,936 $2.0M
Security National Bank of Sioux City Iowa 1.24% Reduce -0.9% 14,605 $1.9M
Quantbot Technologies LP 0.06% New 14,595 $1.9M
Westover Capital Advisors, LLC 0.35% Reduce -0.7% 14,576 $1.9M
Brown Advisory Inc. 0.00% Reduce -4.3% 14,450 $1.9M
Malaga Cove Capital, LLC 0.66% Add +3.1% 14,377 $1.9M
Evoke Wealth, LLC 0.04% Add +7.2% 14,261 $1.9M
Henshaw Capital LLC 0.07% Add +54.7% 14,221 $1.9M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -6.1% 14,194 $1.9M
ASO GROUP Ltd 0.73% — 14,085 $1.9M
Union Bancaire Privee, UBP SA 0.02% Add +337.1% 15,664 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +3.3% 13,963 $1.8M
Intrinsic Value Partners, LLC 1.38% Reduce -8.4% 13,903 $1.8M
Ieq Capital, LLC 0.01% Reduce -63.3% 13,857 $1.8M
Oregon Public Employees Retirement Fund 0.02% Add +0.7% 13,709 $1.8M
Heritage Family Offices, LLP 0.82% Reduce -10.6% 13,668 $1.8M
Yousif Capital Management, LLC 0.02% Add +1.8% 13,201 $1.8M
OP Asset Management Ltd 0.02% No change 13,568 $1.8M
Private Advisor Group, LLC 0.01% Reduce -20.0% 13,500 $1.8M
Cahaba Wealth Management, Inc. 0.12% Reduce -1.6% 13,418 $1.8M
Shufro Rose & Co. LLC 0.12% Reduce -0.6% 13,357 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Reduce -7.7% 13,314 $1.8M
Mackenzie Financial Corp. 0.00% Add +6.0% 13,042 $1.7M
Soros Fund Management 0.03% New 13,031 $1.7M
Callan Family Office, LLC 0.04% Add +275.6% 12,905 $1.7M
Mutual of America Capital Management LLC 0.02% Reduce -0.9% 12,838 $1.7M
Harfst & Associates, Inc. 0.30% Add +0.2% 12,637 $1.7M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.4% 12,506 $1.7M
Caldwell Trust Co 0.15% Add +12.9% 12,444 $1.6M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.55% Add +12.8% 12,375 $1.6M
Cibc World Market Inc. 0.00% Add +85.5% 12,349 $1.6M
Dynasty Wealth Management, LLC 0.02% Reduce -2.6% 12,051 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -7.5% 11,898 $1.6M
Pacer Advisors, Inc. 0.00% Add +20.5% 11,665 $1.5M
BDF-Gestion 0.19% Reduce -6.3% 11,659 $1.5M
Legato Capital Management LLC 0.13% No change 11,605 $1.5M
Kestra Advisory Services, LLC 0.01% Add +4.1% 11,524 $1.5M
CSM Advisors, LLC 0.04% Reduce -49.4% 11,492 $1.5M
Public Employees Retirement Association of Colorado 0.01% No change 11,402 $1.5M
Savant Capital, LLC 0.01% Add +44.4% 11,343 $1.5M
Park Avenue Securities LLC 0.01% Add +1.5% 11,295 $1.5M
New England Research & Management, Inc. 0.65% New 11,268 $1.5M
Boston Common Asset Management, LLC 0.09% Reduce -49.7% 11,244 $1.5M
Rothschild Investment LLC 0.08% Add +0.1% 11,232 $1.5M
Caldwell Investment Management Ltd. 0.91% New 11,000 $1.5M
Sfmg, LLC 0.10% Reduce -0.3% 11,000 $1.5M
Danske Bank A/S 0.00% Add +100.0% 10,800 $1.4M
Curi Capital, LLC 0.02% Add +0.1% 10,785 $1.4M
Rafferty Asset Management, LLC 0.00% Reduce -1.0% 10,651 $1.4M
Metis Global Partners, LLC 0.03% No change 10,554 $1.4M
Lipe & Dalton 0.69% No change 10,504 $1.4M
Y.D. More Investments Ltd 0.07% Reduce -4.8% 10,300 $1.4M
Atlantic Union Bankshares Corp 0.03% Reduce -13.1% 10,253 $1.4M
Investment Management Corp of Ontario 0.02% Add +31.7% 10,225 $1.4M
Vident Advisory, LLC 0.01% Add +0.2% 10,156 $1.3M
Apollon Wealth Management, LLC 0.02% Add +0.1% 10,105 $1.3M
STRS Ohio 0.01% Add +253.2% 10,051 $1.3M
Jupiter Asset Management Ltd. 0.01% New 10,023 $1.3M
Stratos Wealth Partners, LTD. 0.01% Reduce -1.4% 9,973 $1.3M
Great Lakes Advisors, LLC 0.01% New 9,926 $1.3M
Aberdeen Wealth Management LLC 0.60% No change 9,782 $1.3M
LBP Am SA 0.01% Reduce -4.8% 9,723 $1.3M
Perigon Wealth Management, LLC 0.02% Add +42.8% 9,628 $1.3M
Dark Forest Capital Management LP 0.06% New 9,599 $1.3M
Canada Pension Plan Investment Board 0.00% Reduce -9.5% 9,478 $1.3M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% Reduce -1.1% 9,400 $1.2M
Lebenthal Global Advisors, LLC 0.19% Add +17.8% 9,161 $1.2M
Chesapeake Asset Management LLC 1.01% Reduce -24.8% 9,150 $1.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.01% — 9,060 $1.2M
Advisory Services Network, LLC 0.02% Add +18.4% 9,055 $1.2M
FRG Family Wealth Advisors LLC 0.19% No change 9,050 $1.2M
Ossiam 0.02% Reduce -13.6% 8,920 $1.2M
Allstate Corp. 0.02% Add +101.3% 8,891 $1.2M
Mizuho Securities USA LLC 0.02% Reduce -0.0% 8,704 $1.2M
Arkadios Wealth Advisors 0.02% Reduce -2.0% 8,837 $1.2M
AlphaQuest LLC 0.07% Add +552.5% 8,795 $1.2M
Evercore Wealth Management, LLC 0.02% No change 8,786 $1.2M
KCM Investment Advisors LLC 0.04% Reduce -3.0% 8,721 $1.2M
Paradigm Asset Management Co. LLC 0.27% Reduce -5.4% 8,700 $1.2M
Coastline Trust Co 0.11% No change 8,650 $1.1M
Hilltop National Bank 0.28% Add +1.8% 8,642 $1.1M
Pettee Investors, Inc. 0.64% Reduce -2.4% 8,620 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +45.5% 8,616 $1.1M
Norinchukin Bank, The 0.01% Add +8.4% 8,590 $1.1M
WINTON GROUP Ltd 0.04% Add +122.2% 8,586 $1.1M
Assenagon Asset Management S.A. 0.00% Add +1.3% 8,552 $1.1M
Fulton Bank, N.A. 0.04% Reduce -3.7% 8,481 $1.1M
Fiduciary Alliance LLC 0.07% Reduce -0.2% 8,423 $1.1M
BOK Financial Private Wealth, Inc. 0.07% Reduce -1.6% 8,396 $1.1M
Alps Advisors Inc. 0.01% Add +42.8% 8,384 $1.1M
Polymer Capital Management (US) LLC 0.14% New 8,362 $1.1M
Leavell Investment Management, Inc. 0.04% Reduce -5.7% 8,145 $1.1M
Merit Financial Group, LLC 0.01% Reduce -1.4% 8,115 $1.1M
Sterling Capital Management LLC 0.02% Reduce -8.4% 8,101 $1.1M
Balyasny Asset Management L.P. 0.00% Add +355.9% 8,070 $1.1M
Generali Asset Management SPA SGR 0.02% New 8,045 $1.1M
Energy Income Partners, LLC 0.02% Reduce -1.0% 8,034 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Add +1.5% 8,014 $1.1M
M&T Bank Corp 0.00% Add +23.4% 8,005 $1.1M
West Tower Group, LLC 2.44% Add +40.4% 8,000 $1.1M
&partners 0.01% Add +8.4% 7,957 $1.1M
Legacy Bridge, LLC 0.43% Add +1.9% 7,947 $1.1M
Independent Advisor Alliance 0.03% Reduce -1.4% 7,884 $1.0M
PFG Advisors 0.05% New 7,766 $1.0M
Glenmede Trust Co. NA 0.00% — 7,755 $1.0M
Empowered Funds, LLC 0.02% Add +6.8% 7,743 $1.0M
CX Institutional 0.03% Add +7.2% 7,582 $1.0M
CENTRAL TRUST Co 0.02% Reduce -22.8% 7,482 $991K
Allworth Financial LP 0.00% Reduce -47.0% 7,482 $991K
Total Wealth Planning & Management, Inc. 0.79% — 7,479 $991K
Kentucky Retirement Systems 0.03% No change 7,473 $990K
Abn Amro Investment Solutions 0.01% New 7,451 $987K
AIA Group Ltd 0.01% New 7,335 $972K
Ballentine Partners, LLC 0.01% Reduce -2.1% 7,184 $952K
Dover Advisors, LLC 0.37% Add +3.6% 7,171 $950K
D. E. Shaw & Co. 0.00% Add +16.5% 7,149 $947K
Hilltop Holdings Inc. 0.06% Add +2.3% 7,033 $931K
Hartford Investment Management Co. 0.03% Reduce -2.4% 6,906 $915K
Prudent Man Advisors, LLC 0.32% Reduce -1.4% 6,719 $890K
CenterBook Partners LP 0.04% New 6,713 $889K
Gulf International Bank (UK) Ltd 0.03% No change 6,612 $876K
TLWM 0.16% Reduce -1.6% 6,580 $872K
TD Private Client Wealth LLC 0.02% Reduce -11.4% 6,577 $871K
Sequoia Financial Advisors, LLC 0.00% Add +3.4% 6,536 $866K
Walleye Capital LLC 0.01% New 6,489 $860K
Ruane, Cunniff & Goldfarb L.P. 0.01% Reduce -30.6% 6,487 $859K
Waycross Investment Management Co 0.75% No change 6,470 $857K
Farther Finance Advisors, LLC 0.01% Reduce -16.4% 6,416 $850K
Clearstead Advisors, LLC 0.01% Reduce -0.9% 6,369 $844K
Gsa Capital Partners LLP 0.07% New 6,360 $842K
Cim Investment Management Inc. 0.22% No change 6,273 $831K
Meiji Yasuda Life Insurance Co 0.02% No change 6,230 $825K
Monarch Capital Management Inc. 0.20% No change 6,224 $824K
Gratus Wealth Advisors, LLC 0.11% Add +1.3% 6,193 $820K
Power Wealth Management LLC 0.29% Reduce -1.6% 6,166 $817K
Schroder Investment Management Group 0.00% Reduce -0.5% 6,091 $816K
Louisiana State Employees Retirement System 0.01% Reduce -3.2% 6,100 $808K
Advisors Management Group Inc. 0.15% Reduce -1.5% 6,034 $799K
CIBC Private Wealth Group LLC 0.00% Reduce -0.5% 6,023 $798K
Prudential PLC 0.01% Add +0.9% 5,977 $792K
McDonald Partners LLC 0.25% Reduce -4.2% 5,915 $784K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +33.1% 5,784 $766K
Wealthfront Advisers LLC 0.00% Reduce -49.7% 5,778 $765K
Maryland State Retirement & Pension System 0.02% No change 5,762 $763K
UMB Bank, n.a. 0.01% Add +4.4% 5,755 $762K
Commerce Bank 0.00% Reduce -43.4% 5,726 $758K
HMS Capital Management, LLC 0.31% Reduce -0.9% 5,692 $754K
J.W. Cole Advisors, Inc. 0.02% Add +3.6% 5,686 $752K
CHICAGO TRUST Co NA 0.12% New 5,664 $750K
Illinois Municipal Retirement Fund 0.01% Add +91.7% 5,561 $737K
Lighthouse Investment Partners, LLC 0.02% New 5,513 $730K
HB Wealth Management, LLC 0.00% Reduce -6.2% 5,500 $729K
New Mexico Educational Retirement Board 0.02% Add +1.9% 5,487 $727K
Moseley Investment Management Inc. 0.22% Reduce -0.7% 5,470 $725K
Aspire Capital Advisors LLC 0.17% Add +4.0% 5,431 $719K
Ameritas Advisory Services, LLC 0.03% Add +405.7% 5,305 $703K
Brookstone Capital Management 0.01% Add +6.7% 5,244 $695K
Fifth Third Bancorp 0.00% Add +12.7% 5,167 $684K
Northwest & Ethical Investments L.P. 0.02% New 5,162 $684K
EPG Wealth Management LLC 0.18% Add +1.3% 5,122 $679K
Focus Partners Advisor Solutions, LLC 0.01% Add +25.3% 5,115 $678K
Waverly Advisors, LLC 0.01% Add +30.9% 5,024 $665K
Concurrent Investment Advisors, LLC 0.01% New 4,976 $659K
Magnetar Financial LLC 0.01% New 4,973 $659K
MUFG Securities EMEA plc 0.01% Reduce -69.9% 4,906 $650K
Pinnacle Financial Partners, Inc. 0.00% — 4,858 $643K
Soltis Investment Advisors LLC 0.04% Reduce -1.3% 4,809 $637K
E. Ohman J:or Asset Management AB 0.01% No change 4,800 $636K
Zuckerman Investment Group, LLC 0.06% No change 4,730 $627K
Laird Norton Wetherby Trust Company, LLC 0.01% New 4,712 $624K
Whittier Trust Co. 0.01% Reduce -6.2% 4,518 $622K
Headlands Technologies LLC 0.05% New 4,670 $619K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.3% 4,665 $618K
Credit Agricole S A 0.00% Add +57.7% 4,654 $616K
Old North State Trust, LLC 0.36% Add +12.9% 4,591 $608K
Long Road Investment Counsel, LLC 0.23% No change 4,575 $606K
Marshall Wace, LLP 0.00% Reduce -72.1% 4,575 $606K
Sepio Capital, LP 0.03% New 4,531 $600K
OMERS ADMINISTRATION Corp 0.00% No change 4,530 $600K
Krilogy Financial LLC 0.02% Add +0.7% 4,342 $595K
Kestra Private Wealth Services, LLC 0.01% Add +1.5% 4,481 $594K
Arax Advisory Partners 0.02% Reduce -76.2% 4,460 $591K
D.A. Davidson & Co. 0.00% Reduce -3.7% 4,451 $590K
Pasadena Private Wealth, LLC 0.08% No change 4,447 $589K
Empirical Finance, LLC 0.03% Reduce -4.1% 4,374 $579K
BIP Wealth, LLC 0.02% New 4,310 $571K
Panagora Asset Management Inc. 0.00% No change 4,300 $570K
Twin Capital Management Inc. 0.07% Add +0.7% 4,297 $569K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.8% 4,260 $564K
Ingalls & Snyder LLC 0.02% No change 4,242 $562K
Kingsview Wealth Management, LLC 0.01% Add +9.3% 4,179 $554K
North Dakota State Investment Board 0.02% — 4,082 $541K
Beacon Investment Advisory Services, Inc. 0.02% Add +5.7% 4,016 $532K
King Luther Capital Management Corp. 0.00% No change 3,992 $529K
Argus Investors' Counsel, Inc. 0.42% Add +4.6% 3,988 $528K
MAI Capital Management 0.00% Add +4.8% 3,971 $526K
Ostrum Asset Management 0.03% Reduce -24.9% 3,937 $521K
Tema ETFs LLC 0.04% Reduce -0.2% 3,872 $513K
Wesbanco Bank Inc. 0.01% Reduce -26.6% 3,832 $508K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 3,819 $506K
Boothbay Fund Management, LLC 0.01% New 3,807 $504K
AMG National Trust Bank 0.01% No change 3,800 $503K
Perryman Financial Advisory Inc. 0.07% — 3,774 $500K
Chesley Taft & Associates LLC 0.02% Add +8.7% 3,745 $496K
Banque Cantonale Vaudoise 0.02% New 3,696 $490K
FORA Capital, LLC 0.06% New 3,693 $489K
McLaughlin Asset Management, Inc. 0.44% — 3,687 $488K
Belvedere Trading LLC 0.09% New 3,665 $485K
Jane Street Group, LLC 0.00% Reduce -92.5% 3,658 $485K
Legacy Trust 0.09% Add +6.5% 3,615 $479K
Cynosure Group, LLC 0.05% New 3,609 $478K
Legacy Wealth Partners, LLC 0.12% — 3,590 $476K
Brooklyn Investment Group 0.02% New 3,472 $470K
Rice Hall James & Associates, LLC 0.03% No change 3,545 $470K
AE Wealth Management LLC 0.00% Reduce -3.5% 3,507 $465K
U S Global Investors Inc. 0.05% New 3,500 $464K
Contravisory Investment Management, Inc. 0.09% Add +18.5% 3,495 $463K
Vise Technologies, Inc. 0.01% Add +158.4% 3,470 $460K
Boltwood Capital Management 0.12% No change 3,465 $459K
LVW Advisors, LLC 0.05% Reduce -16.3% 3,462 $459K
Kintayl Capital LP 0.27% New 3,422 $453K
NorthRock Partners, LLC 0.01% Reduce -35.1% 3,412 $452K
Klingman & Associates, LLC 0.02% Add +4.8% 3,401 $450K
Wealth Alliance, LLC 0.04% Reduce -1.2% 3,400 $450K
Flputnam Investment Management Co. 0.01% Reduce -2.0% 3,396 $450K
NBT Bank, N.A. 0.03% No change 3,375 $447K
Hantz Financial Services, Inc. 0.01% Add +13.9% 3,303 $438K
Steward Partners Investment Advisory, LLC 0.00% Add +6.2% 3,302 $437K
Algert Global LLC 0.01% New 3,290 $436K
Daymark Wealth Partners, LLC 0.01% Reduce -0.2% 3,281 $435K
Essential Partners LLC 0.13% Reduce -0.4% 3,253 $431K
Securian Asset Management, Inc. 0.02% Reduce -43.2% 3,221 $427K
Mufg Securities Americas Inc. 0.03% Reduce -0.1% 3,220 $427K
Forum Financial Management, LP 0.01% Add +0.0% 3,187 $422K
Squarepoint Ops LLC 0.00% Reduce -0.1% 3,186 $422K
Brogan Financial, Inc. 0.18% Add +0.3% 3,153 $418K
Janney Capital Management LLC 0.03% Add +1.8% 3,134 $415K
Kentucky Retirement Systems Insurance Trust Fund 0.03% No change 3,132 $415K
Ridge Creek Global, Inc 0.35% — 3,131 $415K
Wahed Invest LLC 0.05% Reduce -4.7% 3,131 $415K
Mutual Advisors, LLC 0.01% Add +1.3% 3,121 $413K
Ofi Invest Asset Management 0.01% Reduce -91.1% 3,112 $412K
Equitable Holdings, Inc. 0.00% Add +39.9% 3,109 $412K
BankPlus Trust Department 0.11% Add +125.8% 3,098 $410K
Cerro Pacific Wealth Advisors LLC 0.11% Add +7.9% 3,077 $408K
Clarion Wealth Managment Partners, LLC 0.38% No change 3,073 $407K
Palisade Capital Management, LP 0.01% No change 3,033 $402K
First Wilshire Securities Management Inc. 0.10% No change 3,025 $401K
Radnor Capital Management, LLC 0.06% No change 3,014 $399K
Scotia Capital Inc. 0.00% Reduce -0.0% 3,014 $399K
Westport Asset Management Inc. 0.17% New 3,000 $397K
Cresset Asset Management, LLC 0.00% Add +17.1% 2,964 $393K
Simplex Trading, LLC 0.01% New 2,957 $392K
Allianz Asset Management GmbH 0.00% Add +8.9% 2,950 $391K
Mill Creek Capital Advisors, LLC 0.01% No change 2,945 $390K
Keybank National Association 0.00% Reduce -12.6% 2,944 $390K
Summit Wealth Group LLC / Co. 0.05% New 2,938 $389K
OneDigital Investment Advisors LLC 0.00% Add +1.4% 2,935 $389K
MOR Wealth Management, LLC 0.18% — 2,926 $388K
State of Wyoming 0.04% Add +111.6% 2,922 $387K
Benjamin Edwards Inc. 0.00% Reduce -0.3% 2,896 $384K
Harbor Capital Advisors, Inc. 0.03% Reduce -0.1% 2,885 $382K
Abacus Wealth Partners, LLC 0.04% New 2,878 $381K
Canada Post Corp Registered Pension Plan 0.01% Add +28.2% 2,866 $380K
GAMMA Investing LLC 0.02% Reduce -19.9% 2,843 $377K
Davis R M Inc. 0.01% No change 2,842 $376K
StoneX Group Inc. 0.02% Add +63.3% 2,806 $373K
Aventus Investment Advisors, Inc. 0.30% Reduce -0.1% 2,802 $371K
Altus Wealth Group LLC 0.15% No change 2,800 $371K
Brown Brothers Harriman & Co. 0.00% Add +10.6% 2,780 $368K
1832 Asset Management L.P. 0.00% Reduce -0.7% 2,768 $367K
Somerville Kurt F 0.06% Reduce -0.9% 2,766 $366K
Patrick M Sweeney & Associates, Inc. 0.23% Add +2.2% 2,742 $363K
Sivia Capital Partners, LLC 0.07% Add +0.2% 2,718 $360K
Seelaus Asset Management LLC 0.29% No change 2,685 $356K
Proficio Capital Partners LLC 0.02% No change 2,617 $347K
1ST Source Bank 0.02% No change 2,600 $344K
Grandfield & Dodd, LLC 0.02% No change 2,573 $341K
First Financial Bank - Trust Division 0.03% No change 2,571 $341K
Prelude Capital Management, LLC 0.02% New 2,548 $338K
Tower Research Capital LLC (TRC) 0.01% Reduce -9.3% 2,546 $337K
Mgo One Seven LLC 0.01% Add +7.3% 2,528 $335K
Shoker Investment Counsel, Inc. 0.10% Add +0.2% 2,514 $333K
Flagship Harbor Advisors, LLC 0.02% No change 2,508 $332K
Corient IA LP 0.31% No change 2,500 $331K
Rexford Capital Inc. 0.25% No change 2,500 $331K
Vestcor Inc 0.01% No change 2,486 $329K
GeoWealth Management, LLC 0.01% Reduce -7.8% 2,483 $329K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +23.5% 2,471 $327K
Lountzis Asset Management, LLC 0.12% Reduce -5.8% 2,448 $324K
Aprio Wealth Management, LLC 0.02% New 2,441 $323K
Argent Trust Co 0.01% Reduce -0.7% 2,435 $323K
Acropolis Investment Management, LLC 0.01% Reduce -12.2% 2,393 $317K
Pinnacle Bancorp, Inc. 0.09% Reduce -0.7% 2,390 $317K
Greenleaf Trust 0.00% Reduce -4.7% 2,384 $316K
B. Riley Wealth Advisors, Inc. 0.01% Add +6.1% 2,384 $316K
GC Wealth Management RIA, LLC 0.01% Reduce -30.7% 2,323 $308K
Alaska Wealth Advisors, LLC 0.04% No change 2,309 $306K
Compound Planning, Inc. 0.01% Add +0.6% 2,263 $300K
V-Square Quantitative Management LLC 0.03% New 2,260 $299K
Orion Porfolio Solutions, LLC 0.00% Reduce -8.1% 2,257 $299K
Visionary Wealth Advisors 0.01% Reduce -2.6% 2,241 $297K
Procyon Advisors, LLC 0.01% Add +48.4% 2,233 $296K
Beck Mack & Oliver LLC 0.01% No change 2,232 $296K
Prentice Wealth Management LLC 0.07% Reduce -9.1% 2,230 $295K
Nomura Holdings Inc. 0.00% Reduce -34.2% 2,218 $294K
EP Wealth Advisors, LLC 0.00% — 2,208 $292K
Vista Capital Partners, Inc. 0.03% Reduce -13.4% 2,207 $292K
Quadrant Capital Group LLC 0.01% Reduce -2.4% 2,203 $292K
Huntington National Bank 0.00% Add +15.2% 2,203 $292K
EverSource Wealth Advisors, LLC 0.01% Reduce -12.0% 2,186 $290K
Prime Capital Investment Advisors, LLC 0.00% New 2,178 $288K
First Citizens Bank & Trust Co. 0.01% Add +4.8% 2,168 $287K
Integrated Wealth Concepts LLC 0.00% Reduce -54.1% 2,160 $286K
Cookson Peirce & Co. Inc. 0.01% Reduce -72.0% 2,154 $285K
Kingdom Financial Group LLC. 0.09% New 2,152 $285K
Jacobi Capital Management LLC 0.02% No change 2,123 $281K
Evolve Private Wealth, LLC 0.02% — 2,120 $281K
Moody LYNN Lieberson & Walker, LLC 0.01% No change 2,115 $280K
NewEdge Wealth, LLC 0.00% Add +54.0% 2,114 $280K
Destination Wealth Management 0.01% New 2,092 $277K
Cambria Investment Management, L.P. 0.02% Reduce -4.4% 2,078 $275K
Apella Capital, LLC 0.01% Add +0.1% 2,076 $275K
Sand Hill Global Advisors, LLC 0.01% No change 2,044 $271K
Tiller Private Wealth, Inc. 0.10% Add +0.1% 2,028 $269K
Redmond Asset Management, LLC 0.07% Add +1.3% 2,026 $268K
Fairvoy Private Wealth, LLC 0.06% Reduce -14.4% 2,011 $266K
Principal Securities, Inc. 0.00% Reduce -4.1% 2,002 $265K
Holcombe Financial, Inc. 0.17% No change 2,000 $265K
Pension & Wealth Management Advisors, Inc. 0.08% New 2,000 $265K
Edmond DE Rothschild Holding S.A. 0.00% New 2,000 $265K
Engineers Gate Manager LP 0.00% New 1,975 $262K
Smith Salley Wealth Management 0.01% Reduce -3.5% 1,964 $260K
Horizon Investments, LLC 0.00% Add +3.1% 1,949 $258K
Fell Capital Management 0.25% — 1,940 $257K
Avidian Wealth Enterprises, LLC 0.01% No change 1,939 $257K
Sig Brokerage, LP 0.09% Reduce -63.5% 1,936 $256K
Wealthspire Advisors, LLC 0.00% Add +23.0% 1,908 $253K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,845 $252K
Sawgrass Asset Management LLC 0.03% No change 1,900 $252K
Rossmore Private Capital 0.02% No change 1,900 $252K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 1,900 $252K
Insigneo Advisory Services, LLC 0.02% Add +18.2% 1,899 $252K
Madison Asset Management, LLC 0.00% Reduce -0.1% 1,885 $250K
Investment Partners, LTD. 0.09% Add +3.3% 1,879 $249K
Dynamic Wealth Strategies, LLC 0.15% Add +33.6% 1,877 $249K
Plante Moran Financial Advisors, LLC 0.02% No change 1,876 $248K
Coldstream Capital Management Inc. 0.00% Add +1.7% 1,866 $247K
Flynn Zito Capital Management, LLC 0.09% Reduce -4.0% 1,864 $247K
Fiducient Advisors LLC 0.03% New 1,846 $245K
Vermillion & White Wealth Management Group, LLC 0.13% No change 1,842 $244K
Western Wealth Management, LLC 0.01% Add +6.6% 1,835 $243K
Riggs Asset Managment Co. Inc. 0.05% No change 1,821 $241K
First National Advisers, LLC 0.03% New 1,819 $241K
DRW Securities, LLC 0.02% New 1,818 $241K
AlphaGrep UK Ltd 0.08% — 1,808 $239K
Heartwood Wealth Advisors LLC 0.02% No change 1,784 $236K
PFG Investments, LLC 0.01% Add +0.7% 1,781 $236K
Chris Bulman Inc 0.10% No change 1,769 $234K
Claret Asset Management Corp 0.03% Reduce -0.3% 1,767 $234K
Trustco Bank Corp. N Y 0.21% Reduce -2.8% 1,745 $231K
Siemens Fonds Invest GmbH 0.01% No change 1,714 $230K
FourThought Financial Partners, LLC 0.02% New 1,732 $229K
PFG Private Wealth Management, LLC 0.10% New 1,724 $228K
Sage Mountain Advisors LLC 0.01% Reduce -5.1% 1,717 $227K
Zacks Investment Management 0.00% Reduce -0.3% 1,716 $227K
TruWealth Advisors, LLC 0.01% No change 1,712 $227K
Montecito Bank & Trust 0.04% No change 1,706 $226K
Strategic Wealth Partners, Ltd. 0.02% Reduce -2.8% 1,685 $223K
Interchange Capital Partners, LLC 0.04% Reduce -0.2% 1,683 $223K
Central Bank & Trust Co. 0.03% New 1,679 $222K
Patton Fund Management, Inc. 0.03% Reduce -7.9% 1,668 $221K
Frank, Rimerman Advisors LLC 0.01% Add +2.1% 1,661 $220K
Wedbush Securities Inc. 0.01% Add +1.5% 1,664 $220K
TrueWealth Advisors, LLC 0.06% Reduce -66.3% 1,655 $219K
Anb Bank 0.09% New 1,655 $219K
Capital Investment Advisors, LLC 0.00% Reduce -0.1% 1,654 $219K
Evermay Wealth Management LLC 0.02% Reduce -9.2% 1,637 $217K
Gabelli Funds LLC 0.00% Add +8.7% 1,630 $216K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +1.1% 1,618 $214K
Guggenheim Capital LLC 0.00% Reduce -8.2% 1,603 $212K
EdgeRock Capital LLC 0.06% Add +0.8% 1,602 $212K
Fiduciary Family Office, LLC 0.06% No change 1,597 $212K
Chapman Financial Group, LLC 0.14% New 1,555 $206K
Chilton Investment Co. Inc. 0.00% New 1,550 $205K
Crown Wealth Group, LLC 0.06% Reduce -1.5% 1,546 $205K
Storgate, LLC 0.17% — 1,543 $204K
Smartleaf Asset Management LLC 0.01% Reduce -9.8% 1,522 $204K
Johnson Financial Group, Inc. 0.01% Reduce -77.5% 1,539 $204K
Florida Trust Wealth Management Co 0.01% Reduce -5.1% 1,539 $204K
Pinnacle Associates Ltd. 0.00% Reduce -0.9% 1,539 $204K
Fort Washington Investment Advisors Inc. 0.00% Reduce -3.8% 1,538 $204K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -83.8% 1,530 $203K
Transcend Capital Advisors, LLC 0.02% Reduce -17.8% 1,520 $201K
Kuhn & Co Investment Counsel 0.13% No change 1,518 $201K
Group One Trading LLC 0.01% New 1,458 $193K
Global Retirement Partners, LLC 0.00% Add +0.4% 1,424 $189K
Bessemer Group Inc. 0.00% Reduce -13.9% 1,376 $183K
Capital Analysts, LLC 0.00% No change 1,208 $160K
Signaturefd, LLC 0.00% Add +36.2% 1,197 $159K
HM Payson & Co. 0.00% No change 1,156 $153K
Centerpoint Advisors, LLC 0.05% No change 1,151 $152K
Sound Income Strategies, LLC 0.01% Add +1.6% 1,013 $142K
Ameritas Investment Partners, Inc. 0.00% Reduce -5.6% 1,070 $142K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,023 $141K
Assetmark, Inc. 0.00% Add +52.6% 1,050 $139K
Zions Bancorporation, National Association 0.01% Add +7853.9% 1,034 $137K
Employees Retirement System of Texas 0.00% No change 1,017 $135K
Anchor Investment Management, LLC 0.01% Add +0.1% 994 $132K
Pinnacle Wealth Planning Services, Inc. 0.01% New 983 $130K
Parallel Advisors, LLC 0.00% Add +1.2% 926 $123K
Root Financial Partners, LLC 0.01% Add +2.5% 897 $119K
N.E.W. Advisory Services LLC 0.01% No change 867 $115K
IFP Advisors, Inc 0.00% Add +1.2% 849 $112K
Atlas Capital Advisors Inc. 0.01% — 833 $110K
Quarry LP 0.02% Add +5126.7% 784 $104K
Blue Trust, Inc. 0.00% Add +5.0% 730 $97K
South Plains Financial, Inc. 0.06% Reduce -22.9% 722 $96K
Quent Capital, LLC 0.01% Reduce -3.5% 709 $94K
Chung Wu Investment Group, LLC 0.08% No change 702 $93K
Ramirez Asset Management, Inc. 0.01% No change 700 $93K
Sunbelt Securities, Inc. 0.01% Add +0.1% 699 $93K
North Star Investment Management Corp. 0.01% No change 650 $86K
First Command Advisory Services, Inc. 0.00% No change 650 $86K
Los Angeles Capital Management LLC 0.00% New 539 $85K
Spire Wealth Management 0.00% Reduce -5.6% 643 $85K
Mendota Financial Group, LLC 0.06% No change 627 $83K
Colonial Trust Advisors 0.01% Add +34.4% 621 $82K
Intact Investment Management Inc. 0.00% Reduce -90.9% 600 $79K
Evolution Advisers, Inc. 0.03% No change 600 $79K
Glen Eagle Advisors, LLC 0.01% Reduce -1.0% 591 $78K
Larson Financial Group LLC 0.00% Add +11.8% 569 $75K
Smithfield Trust Co 0.00% No change 576 $75K
Private Trust Co. NA 0.01% No change 548 $73K
Murphy & Mullick Capital Management Corp 0.05% No change 534 $71K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -21.6% 482 $64K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +12.3% 473 $63K
Global Wealth Strategies & Associates 0.02% No change 465 $62K
Parkside Financial Bank & Trust 0.00% Add +39.8% 460 $61K
Clayton Financial Group LLC 0.03% No change 455 $60K
Grove Bank & Trust 0.01% No change 415 $55K
Ransom Advisory, Ltd 0.02% No change 400 $53K
Costello Asset Management, INC 0.02% Add +15.4% 375 $50K
Steigerwald, Gordon & Koch Inc. 0.00% No change 373 $49K
CYBER HORNET ETFs LLC 0.03% Add +5.8% 362 $48K
Laurel Wealth Advisors LLC 0.01% New 350 $46K
LRI Investments, LLC 0.00% Reduce -13.0% 349 $46K
Winch Advisory Services, LLC 0.01% Add +0.3% 345 $46K
Cromwell Holdings LLC 0.02% No change 341 $45K
True Wealth Design, LLC 0.01% Reduce -23.9% 340 $45K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 336 $45K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -8.2% 334 $44K
Bartlett & Co. Wealth Management LLC 0.00% No change 318 $42K
Torren Management, LLC 0.02% — 310 $41K
Hanson & Doremus Investment Management 0.00% No change 303 $40K
Board of the Pension Protection Fund 0.04% Reduce -86.4% 300 $40K
International Assets Investment Management, LLC 0.00% New 290 $38K
Basecamp Wealth Advisors LLC 0.01% — 281 $37K
Covestor Ltd 0.02% Reduce -93.0% 279 $37K
Bruce G. Allen Investments, LLC 0.02% No change 278 $37K
CoreCap Advisors, LLC 0.00% Reduce -3.8% 277 $37K
Rossby Financial, LCC 0.01% No change 272 $36K
Versant Capital Management, Inc 0.00% Add +1.9% 269 $36K
Oakworth Capital, Inc. 0.00% No change 257 $34K
Gen-Wealth Partners Inc 0.01% No change 256 $34K
Keating Financial Advisory Services, Inc. 0.00% — 254 $34K
Deseret Mutual Benefit Administrators 0.01% No change 250 $33K
Orion Capital Management LLC 0.01% Reduce -49.0% 250 $33K
Signature Equity Partners, LLC 0.02% — 243 $32K
Sentry Investment Management LLC 0.02% No change 244 $32K
Asset Dedication, LLC 0.00% No change 240 $32K
Meramec Financial Planners, LLC 0.01% — 213 $32K
Central Pacific Bank - Trust Division 0.00% New 237 $31K
Princeton Global Asset Management LLC 0.00% New 230 $30K
Farmers & Merchants Investments Inc. 0.00% Reduce -6.3% 222 $29K
Godsey & Gibb, Inc. 0.00% No change 221 $29K
Geneos Wealth Management Inc. 0.00% No change 220 $29K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -7.6% 219 $29K
DT Investment Partners, LLC 0.00% No change 218 $29K
Wealth Watch Advisors, INC 0.01% Reduce -1.8% 216 $29K
2UniFi Bank 0.01% Reduce -35.6% 215 $28K
Perkins Coie Trust Co 0.01% No change 207 $27K
Monetary Management Group Inc. 0.01% No change 200 $26K
Old Second National Bank of Aurora 0.01% No change 200 $26K
Blue Bell Private Wealth Management, LLC 0.00% No change 200 $26K
DV Trading LLC 0.00% — 200 $26K
First Horizon Corp. 0.00% Reduce -12.5% 196 $26K
Measured Wealth Private Client Group, LLC 0.01% Add +10.2% 195 $26K
Longview Financial Advisors LLC 0.01% No change 187 $25K
Bellevue Asset Management, LLC 0.01% No change 186 $25K
Jessup Wealth Management, Inc 0.01% New 183 $24K
Summit Securities Group LLC 0.00% Reduce -14.0% 178 $24K
Medallion Wealth Advisors, LLC 0.01% No change 170 $23K
Elevated Capital Advisors, LLC 0.01% New 167 $22K
DV Equities, LLC 0.00% — 167 $22K
Capital Advisors, Ltd. LLC 0.00% No change 159 $21K
Golden State Wealth Management, LLC 0.00% Reduce -38.8% 158 $21K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 155 $21K
Community Bank, N.A. 0.00% No change 150 $20K
Trust Co. of Vermont 0.00% Reduce -25.0% 150 $20K
Cornerstone Planning Group LLC 0.00% Add +0.8% 129 $18K
McIlrath & Eck, LLC 0.00% No change 130 $17K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 130 $17K
SageView Advisory Group, LLC 0.00% New 119 $16K
Roxbury Financial LLC 0.01% No change 112 $15K
Trust Co 0.00% New 111 $15K
Kozak & Associates, Inc. 0.00% No change 101 $14K
Tompkins Financial Corp. 0.00% New 106 $14K
United Community Bank 0.01% No change 102 $14K
Meeder Asset Management Inc. 0.00% Add +240.0% 102 $14K
Garton & Associates Financial Advisors LLC 0.01% — 101 $13K
Harbor Investment Advisory, LLC 0.00% No change 100 $13K
SouthState Bank Corp 0.00% Reduce -13.4% 97 $13K
Rosenberg Matthew Hamilton 0.00% No change 94 $12K
Park Place Capital Corp 0.00% Add +67.3% 87 $12K
Bravera Wealth 0.01% — 85 $11K
Elyxium Wealth, LLC 0.00% New 76 $10K
Kemnay Advisory Services Inc. 0.00% New 76 $10K
Minot DeBlois Advisors LLC 0.01% No change 76 $10K
GW&K Investment Management, LLC 0.00% Add +50.0% 78 $10K
Crewe Advisors LLC 0.00% Add +13.6% 75 $10K
Fideuram Asset Management (Ireland) dac 0.00% — 74 $10K
Morton Brown Family Wealth, LLC 0.00% No change 72 $9K
Hughes Financial Services, LLC 0.00% No change 69 $9K
Wiser Advisor Group LLC 0.01% Reduce -51.9% 65 $9K
JFS Wealth Advisors, LLC 0.00% Add +62.5% 65 $9K
Transamerica Financial Advisors, LLC 0.00% Add +14.3% 64 $8K
High Note Wealth, LLC 0.00% No change 60 $8K
Archer Investment Corp 0.00% No change 51 $7K
WPG Advisers, LLC 0.00% No change 50 $7K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 50 $7K
Brown, Lisle/Cummings, Inc. 0.00% No change 50 $7K
Crews Bank & Trust 0.00% No change 50 $7K
Bell Investment Advisors, Inc 0.00% Add +25.6% 49 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 44 $6K
RMG Wealth Management LLC 0.00% No change 41 $6K
Sachetta, LLC 0.00% No change 38 $5K
Hurley Capital, LLC 0.00% New 36 $5K
Nvest Wealth Strategies, Inc. 0.00% — 35 $5K
Private Wealth Management Group, LLC 0.00% No change 35 $5K
Union Savings Bank 0.00% — 35 $5K
Harbour Investments, Inc. 0.00% Reduce -12.8% 34 $5K
SBI Securities Co., Ltd. 0.00% Reduce -71.2% 34 $5K
ORG Partners LLC 0.00% No change 34 $5K
Cetera Trust Company, N.A 0.00% No change 32 $4K
Fortitude Family Office, LLC 0.00% Add +10.3% 32 $4K
Creative Financial Designs Inc. 0.00% Reduce -5.9% 32 $4K
Prestige Wealth Management Group LLC 0.00% Add +121.4% 31 $4K
Horizon Financial Services, LLC 0.00% New 31 $4K
IMA Advisory Services, Inc. 0.00% Add +650.0% 30 $4K
AdvisorNet Financial, Inc 0.00% No change 27 $4K
Howard Hughes Medical Institute 0.00% No change 26 $3K
Financial Gravity Asset Management, Inc. 0.00% No change 25 $3K
Bogart Wealth, LLC 0.00% Add +525.0% 25 $3K
Westfuller Advisors, LLC 0.00% Reduce -17.2% 24 $3K
Clearstead Trust, LLC 0.00% New 24 $3K
CVA Family Office, LLC 0.00% Reduce -25.0% 24 $3K
Red Tortoise LLC 0.00% No change 22 $3K
Team Financial Group, LLC 0.00% No change 20 $3K
TD Capital Management LLC 0.00% No change 20 $3K
Cornerstone Financial Management LLC 0.00% — 19 $3K
Leonteq Securities AG 0.00% No change 19 $3K
SJS Investment Consulting Inc. 0.00% Add +100.0% 18 $2K
Manchester Capital Management LLC 0.00% Reduce -96.2% 17 $2K
Proathlete Wealth Management LLC 0.00% New 17 $2K
Wealth Preservation Advisors, LLC 0.00% Reduce -20.0% 16 $2K
Phillip James Consulting Co. 0.04% — 17 $2K
Greenline Wealth Management LLC 0.00% — 15 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 15 $2K
MV Capital Management, Inc. 0.00% No change 13 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 12 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 12 $2K
Dunhill Financial, LLC 0.00% Add +9.1% 12 $2K
Barnes Dennig Private Wealth Management LLC 0.00% No change 10 $1K
Kilter Group LLC 0.00% Add +150.0% 10 $1K
Fairway Wealth LLC 0.00% New 10 $1K
Montag A & Associates Inc. 0.00% Reduce -97.1% 10 $1K
Rakuten Securities, Inc. 0.00% New 9 $1K
Three Bearings Fiduciary Advisors, Inc. 0.00% — 8 $1K
Benson Wealth Management INC 0.00% — 8 $1K
Principia Wealth Advisory, LLC 0.00% Add +33.3% 8 $1K
Tradewinds Capital Management, LLC 0.00% No change 8 $1K
Picton Mahoney Asset Management 0.00% No change 8 $1K
Ogorek Anthony Joseph /NY/ 0.00% No change 10 $1K
Avion Wealth 0.00% Reduce -46.7% 8 $1K
Valley National Advisers Inc. 0.00% New 12 $1K
Physician Wealth Advisors, Inc. 0.00% Reduce -36.4% 7 $928
Whipplewood Advisors, LLC 0.00% New 7 $927
1015 Capital Partners, LLC 0.00% — 6 $795
HFM Investment Advisors, LLC 0.00% No change 6 $795
Rialto Wealth Management, LLC 0.00% Reduce -14.3% 6 $795
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6 $795
Quaker Wealth Management, LLC 0.00% No change 4 $530
Financial Consulate, Inc. 0.00% No change 4 $530
SOA Wealth Advisors, LLC. 0.00% No change 3 $411
Valued Wealth Advisors LLC 0.00% No change 3 $398
American Capital Advisory, LLC 0.00% No change 3 $398
Triumph Capital Management 0.00% New 3 $397
Davis Capital Management 0.00% New 2 $265
Seneschal Advisors, LLC 0.00% No change 2 $265
Optima Capital LLC 0.00% New 2 $265
Private Wealth Asset Management, LLC 0.00% No change 2 $265
Colonial Trust Co / SC 0.00% No change 2 $265
Nvwm, LLC 0.00% No change 1 $132
Scarborough Advisors, LLC 0.00% Reduce -50.0% 1 $132
Penserra Capital Management LLC 0.00% No change 6 $0
MidFirst Bank 0.00% — 1,606 $0

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