JabilJBL

13F holders, Q3 2025 (September 30)
907holders +30
120new positions
83sold out
11famous investors
$216.89avg. 13F price*

At the end of Q3 2025, 907 institutions reported holding Jabil Inc. (JBL) in their 13F filings, up 30 from Q2 2025. 120 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($2.1B) and Texas Yale Capital Corp. ($1.4B). 11 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).

Company
Jabil Inc.
Sector
Technology
CUSIP
466313103
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 681Q1 2024Q2 2024: 683Q2 2024Q3 2024: 702Q3 2024Q4 2024: 779Q4 2024Q1 2025: 782Q1 2025Q2 2025: 877Q2 2025Q3 2025: 907Q3 2025Q4 2025: 929Q4 2025Q1 2026: 981Q1 2026Q2 2026: 1,121Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions120$286.0M
Exits83$159.7M

All 13F filers, Q2 2025 → Q3 2025: 10,813,296 shares bought and 11,233,854 shares sold, net −420,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 907 holders

Vanguard Group Inc. 0.04% Reduce -0.1% 13,104,740 $2.8B
BlackRock, Inc. 0.04% Add +2.1% 9,657,315 $2.1B
Texas Yale Capital Corp. 43.61% Reduce -0.1% 6,381,323 $1.4B
State Street Corp. 0.04% Add +0.7% 5,199,646 $1.1B
Wellington Management Group LLP 0.17% Reduce -30.7% 4,362,166 $947.3M
Primecap Management Co. 0.55% Reduce -2.3% 3,331,070 $723.4M
Geode Capital Management, LLC 0.04% Reduce -0.8% 2,870,735 $621.5M
FMR LLC 0.03% Reduce -31.9% 2,268,046 $492.6M
UBS Group AG 0.09% Add +77.8% 2,126,953 $461.9M
Goldman Sachs Group Inc. 0.07% Add +0.9% 2,121,193 $460.7M
Invesco Ltd. 0.07% Reduce -5.2% 1,985,055 $431.1M
Morgan Stanley 0.02% Add +4.8% 1,702,174 $369.7M
Arrowstreet Capital, Limited Partnership 0.20% Add +1157.8% 1,454,915 $316.0M
Dimensional Fund Advisors LP 0.06% Reduce -5.2% 1,374,681 $298.5M
LSV Asset Management 0.65% Reduce -28.4% 1,349,340 $293.0M
Robeco Institutional Asset Management B.V. 0.42% Add +107.2% 1,319,675 $286.6M
Northern Trust Corp. 0.04% Reduce -0.1% 1,318,218 $286.3M
JPMorgan Chase & Co. 0.02% Reduce -43.8% 1,293,181 $280.8M
Boston Partners 0.28% Reduce -34.0% 1,253,068 $272.1M
Bank of America Corp. 0.02% Add +31.8% 1,168,804 $253.8M
Jacobs Levy Equity Management, Inc. 0.89% Reduce -7.3% 1,027,932 $223.2M
Bank of New York Mellon Corp 0.04% Reduce -3.4% 925,753 $201.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -7.1% 911,564 $198.0M
Qube Research & Technologies Ltd 0.28% Add +233.0% 908,341 $197.3M
Allianz Asset Management GmbH 0.20% Add +180.1% 758,326 $164.7M
Charles Schwab Investment Management Inc. 0.03% Reduce -29.2% 729,257 $158.4M
Squarepoint Ops LLC 0.31% Add +103.0% 659,380 $143.2M
Amundi 0.05% Add +55.3% 704,246 $142.4M
Barclays PLC 0.05% Add +125.4% 588,155 $127.7M
Deutsche Bank AG 0.04% Reduce -2.1% 568,678 $123.5M
Paradigm Capital Management Inc. 5.25% No change 557,900 $121.2M
Worldquant Millennium Advisors LLC 0.47% Add +66.8% 502,442 $109.1M
Janus Henderson Group PLC 0.05% Add +6.2% 501,486 $109.0M
Raymond James Financial Inc. 0.03% Add +15.3% 452,947 $98.4M
Lord, Abbett & Co. LLC 0.31% Reduce -23.6% 452,572 $98.3M
American Century Companies Inc. 0.05% Add +20.4% 444,564 $96.5M
AQR Capital Management 0.06% Reduce -18.9% 431,099 $93.6M
T. Rowe Price Associates Inc. 0.01% Add +8.4% 410,506 $89.2M
Legal & General Group Plc 0.02% Reduce -2.3% 404,224 $87.8M
Russell Investments Group, Ltd. 0.10% Add +9.1% 384,782 $83.6M
Pacer Advisors, Inc. 0.22% Reduce -27.2% 380,076 $82.5M
GW&K Investment Management, LLC 0.71% Add +32.5% 370,907 $80.6M
Praesidium Investment Management Company, LLC 14.78% Reduce -4.0% 348,833 $75.8M
BNP Paribas Financial Markets 0.06% Reduce -68.4% 348,261 $75.6M
O'shaughnessy Asset Management, LLC 0.43% Add +58.2% 336,647 $73.1M
KBC Group NV 0.17% Add +115.1% 332,848 $72.3M
Todd Asset Management LLC 1.45% Reduce -23.4% 330,177 $71.7M
Nuveen, LLC 0.02% Add +0.1% 322,407 $70.0M
Envestnet Asset Management Inc. 0.02% Add +9.1% 311,883 $67.7M
Swiss National Bank 0.04% Reduce -4.8% 309,300 $67.2M
Wedge Capital Management L L P 1.10% Reduce -5.1% 300,327 $65.2M
Quantinno Capital Management LP 0.17% Add +41.1% 294,515 $64.0M
Citigroup Inc. 0.04% Add +7.4% 292,688 $63.6M
Bridgewater Associates 0.25% Add +339.3% 288,182 $62.6M
Sei Investments Co. 0.07% Add +37.2% 286,599 $62.2M
Fuller & Thaler Asset Management, Inc. 0.21% Add +5.2% 285,085 $61.9M
Handelsbanken Fonder AB 0.19% Add +14.0% 269,748 $58.6M
HSBC Holdings PLC 0.03% Add +59.5% 267,821 $58.1M
Westfield Capital Management Co. LP 0.24% New 266,147 $57.8M
Rhumbline Advisers 0.05% Add +0.0% 264,485 $57.4M
Teachers Retirement System of the State of Kentucky 0.43% Reduce -26.1% 263,124 $57.1M
Victory Capital Management Inc. 0.03% Reduce -62.9% 255,973 $55.6M
Royal Bank of Canada 0.01% Add +25.7% 253,514 $55.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.5% 243,092 $52.8M
Panagora Asset Management Inc. 0.19% Add +208.7% 216,639 $47.0M
D. E. Shaw & Co. 0.04% Add +22.4% 213,526 $46.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +1.9% 212,379 $46.1M
California Public Employees Retirement System 0.03% Add +4.9% 212,301 $46.1M
Ceredex Value Advisors LLC 1.06% Add +82.5% 211,212 $45.9M
Gotham Asset Management 0.20% Add +25.6% 209,485 $45.5M
North Growth Management Ltd. 7.63% Reduce -3.4% 202,000 $43.8M
Mitsubishi UFJ Trust & Banking Corp 0.09% Add +4.1% 196,387 $42.6M
Adage Capital Partners Gp, L.L.C. 0.07% Add +14.4% 193,991 $42.1M
Bank of Nova Scotia 0.07% Add +314.2% 193,205 $42.0M
Frontier Capital Management Co. LLC 0.37% Reduce -36.5% 192,000 $41.7M
Aware Super Pty Ltd as trustee of Aware Super 0.56% No change 185,890 $40.4M
Talos Eurisko Asset Management LP 7.51% Add +66.7% 179,700 $39.0M
Perpetual Ltd 0.48% Reduce -29.4% 176,950 $38.4M
Man Group plc 0.07% Add +319.1% 175,736 $38.2M
Wells Fargo & Company 0.01% Reduce -3.4% 172,228 $37.4M
Allspring Global Investments Holdings, LLC 0.06% Add +3.8% 169,065 $36.3M
Brandywine Global Investment Management, LLC 0.25% Reduce -14.6% 164,368 $35.7M
Caisse de depot et placement du Quebec 0.06% Add +27.0% 163,028 $35.4M
Voya Investment Management LLC 0.04% Add +0.1% 160,686 $34.9M
Storebrand Asset Management As 0.09% Add +13.7% 159,851 $34.7M
Point72 Asset Management 0.08% Reduce -19.7% 159,644 $34.7M
Renaissance Group LLC 1.30% Reduce -10.0% 158,993 $34.5M
Two Sigma Investments, LP 0.05% Add +52.1% 156,418 $34.0M
Los Angeles Capital Management LLC 0.12% New 156,279 $33.9M
Glenmede Investment Management, LP 0.16% Reduce -38.5% 153,456 $33.3M
Van Lanschot Kempen Investment Management N.V. 0.30% Reduce -45.9% 153,400 $33.3M
First Trust Advisors LP 0.02% Add +45.8% 149,853 $32.5M
Vinva Investment Management Ltd 0.61% Add +94.3% 145,465 $31.4M
TD Asset Management Inc 0.03% Add +50.5% 143,694 $31.2M
Ameriprise Financial Inc. 0.01% Add +45.3% 143,306 $31.1M
CCM Investment Advisers LLC 2.87% Reduce -3.0% 133,819 $29.1M
California State Teachers Retirement System 0.03% Add +0.7% 128,743 $28.0M
Principal Financial Group Inc. 0.01% Reduce -2.4% 128,373 $27.9M
Alliancebernstein L.P. 0.01% Reduce -32.9% 126,115 $27.4M
Comerica Bank 0.10% Add +173.3% 124,785 $27.1M
Access Investment Management LLC 7.17% Reduce -3.8% 122,900 $26.7M
Candriam S.C.A. 0.14% Add +168.7% 121,885 $26.5M
Citadel Advisors 0.02% Reduce -58.2% 117,997 $25.6M
Achmea Investment Management B.V. 0.32% Reduce -0.2% 117,915 $25.6M
Bank of Montreal 0.01% Add +55.2% 116,760 $25.4M
Schroder Investment Management Group 0.02% Add +108.9% 115,540 $24.8M
DekaBank Deutsche Girozentrale 0.04% No change 115,076 $24.6M
Renaissance Technologies 0.03% New 111,500 $24.2M
Pinebridge Investments, L.P. 0.17% Reduce -7.0% 108,537 $23.6M
New York State Teachers Retirement System 0.04% Reduce -4.6% 105,073 $22.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +143.6% 105,754 $22.8M
State Board of Administration of Florida Retirement System 0.04% Reduce -8.6% 103,934 $22.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +15.6% 103,892 $22.6M
Natixis Advisors, LLC 0.03% Reduce -1.0% 103,475 $22.5M
Stifel Financial Corp. 0.02% Reduce -4.0% 100,043 $21.7M
Marshall Wace, LLP 0.02% New 100,000 $21.7M
Discovery Capital Management, LLC / CT 1.17% New 97,700 $21.2M
State of Wisconsin Investment Board 0.05% Add +31.7% 96,246 $20.9M
LPL Financial LLC 0.01% Add +60.3% 95,581 $20.8M
LMCG Investments, LLC 1.20% Reduce -2.9% 93,907 $20.4M
Cerity Partners LLC 0.03% Reduce -1.9% 93,828 $20.4M
Capital Fund Management S.A. 0.20% Add +164.7% 93,285 $20.3M
Public Employees Retirement System of Ohio 0.06% Reduce -1.1% 92,458 $20.1M
Millennium Management 0.02% Reduce -78.7% 90,959 $19.8M
Cookson Peirce & Co. Inc. 0.79% Add +2.9% 88,249 $19.2M
Mediolanum International Funds Ltd 0.20% Reduce -0.9% 87,386 $18.7M
Driehaus Capital Management LLC 0.13% New 85,326 $18.5M
CANADA LIFE ASSURANCE Co 0.03% Add +1.3% 84,405 $18.1M
Asset Management One Co., Ltd. 0.05% Add +59.4% 83,076 $18.0M
Aviva PLC 0.03% Add +7.5% 81,889 $17.8M
Assenagon Asset Management S.A. 0.02% Add +434.5% 72,794 $15.8M
Forsta Ap-Fonden 0.09% Add +1.9% 71,181 $15.5M
Prudential Financial Inc. 0.02% Reduce -4.6% 68,936 $15.0M
Susquehanna International Group, LLP 0.02% Add +220.4% 68,795 $14.9M
BI Asset Management Fondsmaeglerselskab A/S 0.13% Add +77.1% 68,606 $14.9M
Sora Investors LLC 1.33% New 66,338 $14.4M
Distillate Capital Partners LLC 0.75% Reduce -1.2% 66,220 $14.4M
Commonwealth Equity Services, LLC 0.02% Add +91.2% 63,718 $13.8M
Agf Management Ltd. 0.06% Reduce -5.5% 63,347 $13.8M
Manufacturers Life Insurance Company, The 0.01% Add +0.0% 62,497 $13.6M
Nomura Asset Management Co. Ltd. 0.04% Reduce -30.4% 62,066 $13.5M
Leuthold Group, LLC 1.47% Add +3.5% 62,003 $13.5M
Employees Retirement System of Texas 0.13% Add +883.5% 61,075 $13.3M
Foster & Motley Inc. 0.71% Add +0.2% 60,886 $13.2M
ExodusPoint Capital Management, LP 0.18% Add +12.3% 59,826 $13.0M
Engineers Gate Manager LP 0.15% Add +433.9% 58,816 $12.8M
STRS Ohio 0.05% Reduce -54.4% 58,522 $12.7M
Macquarie Group Ltd. 0.01% Add +102.6% 58,458 $12.7M
Credit Agricole S A 0.04% — 57,637 $12.5M
Pictet Asset Management Holding SA 0.01% Add +7.7% 56,041 $12.2M
Ensign Peak Advisors, Inc 0.02% Add +38.8% 55,992 $12.2M
Meyer Handelman Co. 0.38% Add +2.1% 55,233 $12.0M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -3.4% 54,770 $11.9M
HighTower Advisors, LLC 0.01% Add +8.9% 54,605 $11.9M
Danske Bank A/S 0.03% Add +24.7% 54,479 $11.8M
Great Lakes Advisors, LLC 0.10% Reduce -21.8% 54,114 $11.8M
Blue Door Asset Management, LLC 6.60% No change 53,700 $11.7M
Eastover Investment Advisors LLC 4.87% Reduce -16.5% 51,544 $11.2M
New York State Common Retirement Fund 0.01% No change 51,154 $11.1M
KLP Kapitalforvaltning As 0.04% Reduce -35.2% 49,800 $10.8M
Cetera Investment Advisers 0.01% Add +31.5% 48,558 $10.5M
Parallax Volatility Advisers, L.P. 0.35% Reduce -2.5% 48,081 $10.4M
CWA Asset Management Group, LLC 0.39% Reduce -2.4% 47,941 $10.4M
Treasurer of the State of North Carolina 0.03% Reduce -47.8% 47,425 $10.3M
AustralianSuper Pty Ltd 0.05% Reduce -37.1% 47,295 $10.3M
Police & Firemen's Retirement System of New Jersey 0.08% Add +16.6% 46,811 $10.2M
Point72 Hong Kong Ltd 0.46% Reduce -12.7% 45,477 $9.9M
MetLife Investment Management, LLC 0.05% Reduce -1.7% 44,809 $9.7M
Neuberger Berman Group LLC 0.01% Reduce -4.7% 44,613 $9.7M
James Investment Research, Inc. 1.06% Reduce -2.0% 44,581 $9.7M
State of Tennessee, Department of Treasury 0.03% Add +6.0% 44,176 $9.6M
Empowered Funds, LLC 0.10% Reduce -51.2% 44,152 $9.6M
Creative Planning 0.01% Add +2.3% 43,520 $9.5M
Nisa Investment Advisors, LLC 0.04% Reduce -5.3% 43,235 $9.4M
Baird Financial Group, Inc. 0.01% Add +8.8% 42,185 $9.2M
Korea Investment CORP 0.02% Reduce -2.1% 41,767 $9.1M
Moran Wealth Management, LLC 0.27% Add +7.2% 41,609 $9.0M
Toronto Dominion Bank 0.02% Reduce -12.2% 41,273 $9.0M
PNC Financial Services Group, Inc. 0.01% Reduce -0.4% 40,852 $8.9M
Mn Services Vermogensbeheer B.V. 0.06% No change 40,100 $8.7M
Hancock Whitney Corp. 0.15% Add +0.1% 39,174 $8.5M
Royce & Associates LP 0.08% Reduce -16.0% 37,865 $8.2M
Truist Financial Corp. 0.01% Add +18.5% 37,773 $8.2M
Rafferty Asset Management, LLC 0.03% Add +0.8% 37,615 $8.2M
Steward Partners Investment Advisory, LLC 0.05% Reduce -10.3% 37,418 $8.1M
State of New Jersey Common Pension Fund D 0.03% Add +4.0% 37,085 $8.1M
Public Sector Pension Investment Board 0.03% Add +262.8% 37,026 $8.0M
Lightrock Netherlands B.V. 2.10% Reduce -8.4% 43,498 $8.0M
Evercore Wealth Management, LLC 0.11% Reduce -1.4% 36,040 $7.8M
State of Michigan Retirement System 0.04% Reduce -0.6% 35,800 $7.8M
Federation des caisses Desjardins du Quebec 0.03% Add +213.2% 35,781 $7.8M
Guggenheim Capital LLC 0.06% Add +28.2% 35,207 $7.6M
Norden Group LLC 0.76% Add +746.3% 34,316 $7.5M
Osaic Holdings, Inc. 0.01% Add +38.4% 35,341 $7.4M
Resona Asset Management Co.,Ltd. 0.04% Reduce -3.7% 34,181 $7.4M
George Kaiser Family Foundation 1.04% No change 33,980 $7.4M
National Bank of Canada 0.01% Reduce -54.7% 33,953 $7.4M
Corient Private Wealth LP 0.01% Add +21.1% 33,846 $7.4M
State of Alaska, Department of Revenue 0.07% Add +15.1% 33,763 $7.3M
Silvercrest Asset Management Group LLC 0.05% Reduce -72.6% 33,036 $7.2M
Capitolis Liquid Global Markets LLC 0.06% New 33,000 $7.2M
National Pension Service 0.01% Add +41.3% 32,947 $7.2M
Crossmark Global Holdings, Inc. 0.11% Reduce -3.1% 32,835 $7.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +15.4% 32,067 $7.0M
Arizona State Retirement System 0.04% Add +0.8% 31,618 $6.9M
Verition Fund Management LLC 0.04% Reduce -9.6% 31,574 $6.9M
Franklin Resources Inc. 0.00% Reduce -29.0% 31,415 $6.8M
Live Oak Private Wealth LLC 0.93% Reduce -1.5% 30,833 $6.7M
LBP Am SA 0.08% Add +0.9% 30,579 $6.6M
ProShare Advisors LLC 0.01% Add +27.8% 30,418 $6.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +12.4% 30,177 $6.6M
NorthCoast Asset Management LLC 0.03% Reduce -13.0% 29,930 $6.5M
Saturna Capital Corp. 0.08% Add +3.4% 29,560 $6.4M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +17.3% 29,490 $6.4M
Premier Fund Managers Ltd 0.26% New 29,550 $6.3M
Swedbank AB 0.01% Add +83.4% 28,446 $6.2M
L2 Asset Management, LLC 0.87% Reduce -16.1% 27,666 $6.0M
Czech National Bank 0.04% Add +3.9% 27,257 $5.9M
Two Sigma Advisers, LP 0.01% Add +73.1% 27,000 $5.9M
Mackenzie Financial Corp. 0.01% Add +61.8% 26,933 $5.8M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +33.2% 26,441 $5.7M
Caprock Group, LLC 0.14% — 27,754 $5.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +20.2% 28,029 $5.7M
UniSuper Management Pty Ltd 0.03% Reduce -5.0% 26,092 $5.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -2.1% 25,771 $5.6M
Signet Financial Management, LLC 0.65% Reduce -0.3% 25,661 $5.6M
Alyeska Investment Group, L.P. 0.02% New 25,483 $5.5M
Aberdeen Group plc 0.01% Add +35.7% 25,290 $5.4M
TD Waterhouse Canada Inc. 0.04% Reduce -2.7% 25,091 $5.4M
D.A. Davidson & Co. 0.03% Reduce -4.9% 24,763 $5.4M
Lombard Odier Asset Management (Switzerland) SA 0.24% Reduce -14.5% 24,739 $5.4M
Vanguard Personalized Indexing Management, LLC 0.05% Add +0.6% 24,361 $5.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -0.5% 24,234 $5.3M
Swiss Life Asset Management Ltd 0.03% Add +23.8% 24,204 $5.3M
Walleye Trading LLC 0.08% Reduce -65.6% 23,174 $5.0M
Lifeworks Advisors, LLC 0.67% Add +26.4% 23,106 $5.0M
Xponance LLC 0.04% Reduce -6.0% 23,030 $5.0M
Amalgamated Bank 0.04% Add +0.1% 22,962 $5.0M
Retirement Systems of Alabama 0.02% Reduce -0.6% 22,894 $5.0M
Stanley-Laman Group, Ltd. 0.70% Reduce -1.0% 22,647 $4.9M
Dark Forest Capital Management LP 0.18% Add +137.2% 21,970 $4.8M
Daiwa Securities Group Inc. 0.02% Add +35.7% 21,919 $4.8M
Ritholtz Wealth Management 0.09% Add +4.8% 21,504 $4.7M
Te Ahumairangi Investment Management Ltd 0.79% Reduce -6.6% 21,392 $4.6M
Van Eck Associates Corp. 0.00% Add +3.0% 21,373 $4.6M
Ethic Inc. 0.08% Reduce -1.0% 21,287 $4.6M
Focus Partners Wealth 0.01% Add +7.1% 20,761 $4.5M
DNB Asset Management AS 0.02% Add +0.9% 20,508 $4.5M
Cozad Asset Management Inc. 0.35% Reduce -9.9% 20,040 $4.4M
Dana Investment Advisors, Inc. 0.13% Reduce -9.7% 19,944 $4.3M
Paralel Advisors LLC 0.17% Add +0.1% 19,660 $4.3M
Lumbard & Kellner, LLC 1.55% No change 19,426 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +160.6% 19,215 $4.2M
Silvant Capital Management LLC 0.14% Reduce -8.6% 18,684 $4.1M
OP Asset Management Ltd 0.05% Reduce -46.8% 18,590 $4.0M
IFM Investors Pty Ltd 0.04% No change 18,566 $4.0M
Intech Investment Management LLC 0.04% Add +122.7% 18,334 $4.0M
ASR Vermogensbeheer N.V. 0.05% Add +43.7% 18,225 $4.0M
Thrivent Financial for Lutherans 0.01% Reduce -2.5% 17,802 $3.9M
US Bancorp \de 0.00% Add +1.3% 17,660 $3.8M
Utah Retirement Systems 0.04% No change 17,511 $3.8M
ING Groep NV 0.02% Reduce -84.5% 17,274 $3.8M
Twelve Points Wealth Management LLC 0.92% Reduce -8.9% 17,049 $3.7M
Hennessy Advisors Inc. 0.13% Add +0.1% 16,963 $3.7M
Brevan Howard Capital Management LP 0.05% Reduce -40.6% 16,934 $3.7M
Fieldview Capital Management, LLC 0.59% Reduce -42.1% 16,560 $3.6M
Hunter Associates Investment Management LLC 0.49% Reduce -11.4% 16,281 $3.5M
Cascade Investment Advisors, Inc. 2.12% Reduce -7.0% 16,131 $3.5M
Sanctuary Advisors, LLC 0.02% Add +8.1% 16,066 $3.5M
Graham Capital Management, L.P. 0.19% Add +90.9% 16,053 $3.5M
Rockefeller Capital Management L.P. 0.01% Reduce -32.2% 16,034 $3.5M
Illinois Municipal Retirement Fund 0.04% Reduce -9.7% 15,785 $3.4M
Archford Capital Strategies, LLC 0.41% Add +8.9% 15,772 $3.4M
Inspire Investing, LLC 0.33% Add +62.1% 15,769 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -8.7% 15,423 $3.3M
Trexquant Investment LP 0.03% Reduce -56.9% 15,226 $3.3M
Prescott Group Capital Management, L.L.C. 0.34% No change 15,000 $3.3M
Patton Fund Management, Inc. 0.59% Reduce -5.7% 14,989 $3.3M
Affinity Investment Advisors, LLC 2.19% Add +4.4% 14,913 $3.2M
CIBC Bancorp USA Inc. 0.02% — 14,807 $3.2M
Teacher Retirement System of Texas 0.01% Reduce -14.4% 14,800 $3.2M
Orion Porfolio Solutions, LLC 0.02% Add +43.1% 14,775 $3.2M
North Star Asset Management Inc. 0.13% Reduce -0.3% 14,710 $3.2M
CIBC Asset Management Inc 0.01% Reduce -0.8% 14,699 $3.2M
New York Life Investment Management LLC 0.03% Reduce -0.3% 14,596 $3.2M
Wolverine Trading, LLC 0.06% Add +31.8% 14,741 $3.2M
U.S. Capital Wealth Advisors, LLC 0.08% Add +440.8% 14,520 $3.2M
Woodline Partners LP 0.01% New 14,183 $3.1M
Principal Securities, Inc. 0.05% Add +5.6% 14,168 $3.1M
Procyon Advisors, LLC 0.18% Add +48.5% 14,091 $3.1M
Nissay Asset Management Corp. /Japan 0.02% Add +1.9% 14,034 $3.0M
Prospera Financial Services Inc 0.05% Add +355.3% 14,027 $3.0M
Canada Pension Plan Investment Board 0.00% Reduce -70.6% 13,810 $3.0M
Monument Capital Management 0.75% New 13,738 $3.0M
OMERS ADMINISTRATION Corp 0.02% Reduce -13.9% 13,614 $3.0M
J. Safra Sarasin Holding AG 0.05% Add +384.3% 13,507 $2.9M
Marks Group Wealth Management, Inc 0.27% New 13,477 $2.9M
Point72 Asia (Singapore) Pte. Ltd. 0.45% Add +6628.3% 13,322 $2.9M
Martingale Asset Management L P 0.07% Reduce -73.2% 13,268 $2.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.4% 13,178 $2.9M
Gabelli Funds LLC 0.02% Reduce -13.1% 13,074 $2.8M
Rakuten Investment Management, Inc. 0.01% — 61,332 $2.8M
Freestone Grove Partners LP 0.02% Reduce -94.5% 12,878 $2.8M
Yousif Capital Management, LLC 0.03% Reduce -8.7% 12,845 $2.8M
Bank Julius Baer & Co. Ltd, Zurich 0.01% New 12,646 $2.7M
Pathstone Holdings, LLC 0.01% Reduce -0.7% 12,618 $2.7M
SG Americas Securities, LLC 0.01% Reduce -69.3% 12,523 $2.7M
Independent Advisor Alliance 0.07% Add +67.2% 12,452 $2.7M
Waycross Investment Management Co 2.75% Reduce -3.5% 12,402 $2.7M
Oregon Public Employees Retirement Fund 0.03% Add +31.9% 12,285 $2.7M
NEOS Investment Management LLC 0.02% Add +39.6% 12,284 $2.7M
Schonfeld Strategic Advisors LLC 0.02% Reduce -72.8% 12,153 $2.6M
Captrust Financial Advisors 0.01% Reduce -9.0% 12,130 $2.6M
Nordea Investment Management AB 0.00% Add +11.8% 12,004 $2.6M
Cwm, LLC 0.01% Reduce -4.5% 12,028 $2.6M
HighPoint Advisor Group LLC 0.12% Add +666.5% 12,027 $2.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.3% 12,003 $2.6M
M&T Bank Corp 0.01% Reduce -27.6% 11,897 $2.6M
Mercer Global Advisors Inc. 0.00% Add +26.8% 11,681 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -5.5% 11,632 $2.5M
Thrive Capital Management, LLC 0.65% Add +1.5% 11,607 $2.5M
1832 Asset Management L.P. 0.00% Add +9.8% 11,566 $2.5M
Y-Intercept (Hong Kong) Ltd 0.06% New 11,496 $2.5M
Dynamic Technology Lab Private Ltd 0.42% Add +26.1% 11,473 $2.5M
MML Investors Services, LLC 0.01% Reduce -27.8% 11,456 $2.5M
Oddo BHF Asset Management Sas 0.09% Add +116.7% 11,413 $2.5M
Tredje AP-fonden 0.02% Add +13.4% 11,367 $2.5M
Ossiam 0.03% Add +1.5% 11,090 $2.4M
Tidal Investments LLC 0.01% Add +19.9% 11,012 $2.4M
Entropy Technologies, LP 0.18% Reduce -71.4% 10,930 $2.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.1% 10,674 $2.3M
Camarda Financial Advisors, LLC 0.85% Add +11.1% 10,655 $2.3M
Summit Trail Advisors, LLC 0.03% Add +111.6% 10,652 $2.3M
Peak Retirement Planning, Inc. 0.64% Add +21.2% 10,485 $2.3M
Bridgeway Capital Management, LLC 0.05% No change 10,360 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -5.7% 10,259 $2.2M
Pinkerton Wealth, LLC 0.24% Add +9.7% 10,120 $2.2M
Wincap Financial LLC 1.51% Add +1.4% 10,062 $2.2M
Commerce Bank 0.01% Add +3.3% 10,060 $2.2M
Kiker Wealth Management, LLC 1.10% Reduce -0.8% 10,059 $2.2M
De Lisle Partners LLP 0.27% New 10,000 $2.2M
Deltec Asset Management LLC 0.36% Add +42.9% 10,000 $2.2M
Roundview Capital LLC 0.14% Add +1.4% 9,955 $2.2M
Advisory Services Network, LLC 0.03% Add +30.9% 9,901 $2.2M
NorthCrest Asset Manangement, LLC 0.05% Add +0.3% 10,565 $2.1M
Sara-Bay Financial 0.60% Reduce -1.1% 9,835 $2.1M
Twin Tree Management, LP 0.10% New 9,825 $2.1M
Mariner, LLC 0.00% Reduce -47.7% 9,822 $2.1M
Pitcairn Co. 0.17% Reduce -12.7% 9,766 $2.1M
Verdence Capital Advisors LLC 0.12% Add +34.3% 9,915 $2.1M
Canada Post Corp Registered Pension Plan 0.09% Add +448.3% 9,760 $2.1M
Plato Investment Management Ltd 0.14% Add +48.3% 9,422 $2.0M
Cunning Capital Partners, LP 0.93% New 9,270 $2.0M
Occudo Quantitative Strategies LP 0.24% Reduce -10.2% 9,190 $2.0M
Numerai GP LLC 0.28% Reduce -34.1% 9,136 $2.0M
Sowell Financial Services LLC 0.08% Reduce -2.6% 9,045 $2.0M
CreativeOne Wealth, LLC 0.05% Add +0.2% 8,952 $1.9M
MASTERINVEST Kapitalanlage GmbH 0.19% No change 8,940 $1.9M
Steadtrust LLC 1.29% No change 8,800 $1.9M
Atria Investments, Inc 0.02% Add +20.4% 8,736 $1.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.07% Add +112.2% 8,700 $1.9M
Andra AP-fonden 0.02% Reduce -51.7% 8,694 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.09% Add +395.7% 8,690 $1.9M
Arjuna Capital 0.47% New 8,658 $1.9M
Concentric Capital Strategies, LP 0.09% New 8,607 $1.9M
Clark Capital Management Group, Inc. 0.01% Add +1.9% 8,264 $1.8M
J. Goldman & Co LP 0.07% New 8,101 $1.8M
AI-Squared Management Ltd 1.83% New 8,100 $1.8M
Milestone Asset Management, LLC 0.33% New 7,987 $1.7M
Wright Investors Service Inc. 0.50% Add +14.3% 7,887 $1.7M
Exit Wealth Advisors, LLC. 1.13% — 7,818 $1.7M
Synovus Financial Corp. 0.02% Reduce -2.3% 7,798 $1.7M
CENTRAL TRUST Co 0.04% Reduce -4.3% 7,776 $1.7M
Generali Asset Management SPA SGR 0.04% New 7,732 $1.7M
EverSource Wealth Advisors, LLC 0.07% Reduce -0.1% 7,717 $1.7M
Park Avenue Securities LLC 0.01% Add +10.5% 7,626 $1.7M
Krane Funds Advisors LLC 0.05% Add +282.5% 7,941 $1.6M
Oak Thistle LLC 0.25% Add +142.7% 7,514 $1.6M
Aaron Wealth Advisors LLC 0.10% Add +223.9% 7,511 $1.6M
XTX Topco Ltd 0.08% New 7,483 $1.6M
Wbi Investments, LLC 0.41% New 7,383 $1.6M
Nomura Holdings Inc. 0.01% New 7,381 $1.6M
Mizuho Securities USA LLC 0.03% Add +5.3% 7,816 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -11.4% 7,366 $1.6M
Jane Street Group, LLC 0.00% Reduce -97.4% 7,201 $1.6M
Colonial Trust Advisors 0.12% Reduce -12.4% 7,143 $1.6M
Delphi Management Inc. 1.42% Reduce -12.7% 7,057 $1.5M
Scotia Capital Inc. 0.01% Add +68.9% 7,009 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -7.5% 6,878 $1.5M
Vident Advisory, LLC 0.01% Add +11.5% 6,832 $1.5M
Signaturefd, LLC 0.02% Reduce -4.9% 6,829 $1.5M
Blair William & Co. 0.00% Add +6.6% 6,784 $1.5M
Vontobel Holding Ltd. 0.00% Reduce -7.7% 6,729 $1.5M
Strategic Global Advisors, LLC 0.22% New 6,566 $1.4M
Optimize Financial Inc. 0.74% New 6,557 $1.4M
Ostrum Asset Management 0.06% Reduce -23.3% 6,545 $1.4M
MorganRosel Wealth Management, LLC 0.37% New 6,537 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -18.0% 6,429 $1.4M
Trail Ridge Investment Advisors, LLC 0.62% Add +0.5% 6,415 $1.4M
Mutual Advisors, LLC 0.03% New 6,715 $1.4M
Convergence Investment Partners, LLC 0.31% Reduce -56.5% 6,362 $1.4M
Trustmark Bank Trust Department 0.09% Add +16.8% 6,348 $1.4M
Dakota Wealth Management 0.03% Add +10.1% 6,329 $1.4M
Hartford Investment Management Co. 0.04% Reduce -3.0% 6,285 $1.4M
Campbell & CO Investment Adviser LLC 0.10% Add +231.9% 6,260 $1.4M
Edgestream Partners, L.P. 0.04% Reduce -62.1% 6,210 $1.3M
BridgePort Financial Solutions, LLC 0.36% Add +54.8% 6,205 $1.3M
VCI Wealth Management LLC 0.41% New 6,199 $1.3M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -1.1% 6,184 $1.3M
Oppenheimer Asset Management Inc. 0.01% Add +26.3% 6,099 $1.3M
Bridgefront Capital, LLC 0.39% Reduce -62.1% 6,060 $1.3M
Williamson Legacy Group, LLC 1.00% New 5,931 $1.3M
Guidance Capital, Inc. 0.34% Add +0.7% 6,056 $1.3M
HRT Financial LP 0.00% New 5,910 $1.3M
Norinchukin Bank, The 0.02% Add +2.2% 5,850 $1.3M
GeoWealth Management, LLC 0.05% Add +18.7% 5,764 $1.3M
Polymer Capital Management (US) LLC 0.16% Add +507.3% 5,630 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.8% 5,600 $1.2M
Elevation Point Wealth Partners, LLC 0.08% Add +279250.0% 5,587 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +0.5% 5,573 $1.2M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.1% 5,570 $1.2M
IFP Advisors, Inc 0.03% Add +2.2% 5,556 $1.2M
Redwood Investment Management, LLC 0.13% Reduce -12.1% 5,517 $1.2M
Bessemer Group Inc. 0.00% Reduce -15.1% 5,505 $1.2M
Walleye Capital LLC 0.01% Reduce -6.9% 5,464 $1.2M
Coldstream Capital Management Inc. 0.02% Add +4.5% 5,381 $1.2M
Empirical Finance, LLC 0.06% Add +1.2% 5,352 $1.2M
GAMMA Investing LLC 0.06% Add +7.4% 5,342 $1.2M
Larson Financial Group LLC 0.04% Add +80.5% 5,317 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -11.1% 5,308 $1.2M
Redhawk Wealth Advisors, Inc. 0.13% New 5,280 $1.1M
Quadrant Capital Group LLC 0.04% Add +0.4% 5,274 $1.1M
Merit Financial Group, LLC 0.01% Add +3.2% 5,249 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -6.8% 5,198 $1.1M
Radnor Capital Management, LLC 0.17% Add +17.0% 5,188 $1.1M
HB Wealth Management, LLC 0.01% Add +2.2% 5,177 $1.1M
Maryland State Retirement & Pension System 0.02% No change 5,164 $1.1M
Advisors Asset Management, Inc. 0.02% Add +3.1% 5,122 $1.1M
Investment Management Corp of Ontario 0.02% Add +91.3% 5,044 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% Reduce -9.9% 4,966 $1.1M
Winnacle Wealth LLC 0.84% New 4,942 $1.1M
GC Wealth Management RIA, LLC 0.04% Add +90.3% 4,933 $1.1M
Seeds Investor LLC 0.22% Reduce -2.4% 4,896 $1.1M
Royal London Asset Management Ltd. 0.00% Reduce -9.5% 4,887 $1.1M
Friedenthal Financial 0.55% New 4,881 $1.1M
NewEdge Advisors, LLC 0.00% Add +15.1% 4,861 $1.1M
Smith Group Asset Management, LLC 0.06% New 4,860 $1.1M
Savant Capital, LLC 0.01% Add +0.0% 4,826 $1.0M
Three Seasons Wealth, LLC 0.10% New 4,813 $1.0M
New Mexico Educational Retirement Board 0.03% Reduce -9.4% 4,800 $1.0M
Invst, LLC 0.12% Add +0.4% 4,786 $1.0M
Sherbrooke Park Advisers LLC 0.48% New 4,778 $1.0M
Legacy Capital Group California, Inc. 0.26% Reduce -12.7% 4,773 $1.0M
MAI Capital Management 0.01% Add +48.3% 4,702 $1.0M
QRG Capital Management, Inc. 0.01% Reduce -21.7% 4,674 $1.0M
Ifrah Financial Services, Inc. 0.26% Reduce -0.6% 4,608 $1.0M
Windsor Advisory Group, LLC 0.88% New 4,560 $990K
KCM Investment Advisors LLC 0.03% No change 4,527 $983K
Kestra Investment Management, LLC 0.03% New 4,522 $982K
Kestra Private Wealth Services, LLC 0.01% Add +0.3% 4,471 $971K
Vestcor Inc 0.03% Add +99.3% 4,452 $967K
Whalen Wealth Management Inc. 0.56% Add +73.4% 4,452 $967K
Exchange Traded Concepts, LLC 0.01% Add +17.4% 4,415 $959K
Jones Financial Companies LLLP 0.00% Add +23.6% 4,432 $957K
J.W. Cole Advisors, Inc. 0.02% Add +4.5% 4,394 $954K
Sigma Planning Corp 0.03% Add +152.2% 4,385 $952K
Lanark Financial, Inc. 0.07% Add +6.8% 4,367 $948K
Cullen/Frost Bankers, Inc. 0.01% Add +9.5% 4,296 $933K
Moseley Investment Management Inc. 0.28% No change 4,285 $931K
Ashton Thomas Private Wealth, LLC 0.02% Add +3.2% 4,252 $923K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.8% 4,248 $923K
Harvest Fund Management Co., Ltd 0.04% Reduce -40.6% 4,244 $922K
Patriot Investment Management Group, Inc. 0.06% No change 4,195 $911K
Kathmere Capital Management, LLC 0.06% Add +6.7% 4,181 $908K
Banco Santander, S.A. 0.01% New 4,180 $908K
Contravisory Investment Management, Inc. 0.17% Add +117.4% 4,109 $892K
Fifth Third Bancorp 0.00% Reduce -20.3% 4,104 $891K
Global Retirement Partners, LLC 0.02% Add +6.5% 4,096 $890K
Veracity Capital LLC 0.29% Reduce -4.8% 4,088 $888K
Choreo, LLC 0.01% Add +2.2% 4,079 $886K
Elyxium Wealth, LLC 0.31% Reduce -0.2% 4,079 $886K
APG Asset Management N.V. 0.00% No change 4,732 $875K
Richard P Slaughter Associates Inc 0.19% Reduce -12.0% 4,024 $874K
SYM FINANCIAL Corp 0.09% Reduce -0.8% 4,022 $873K
Ascent Group, LLC 0.03% Add +30.1% 4,021 $873K
Allstate Corp. 0.02% New 4,020 $873K
Nilsine Partners, LLC 0.08% Add +4.9% 4,019 $873K
Corient IA LP 0.65% No change 4,000 $869K
Parallel Advisors, LLC 0.02% Reduce -15.1% 3,957 $859K
Altfest L J & Co. Inc. 0.10% Add +37.7% 3,957 $859K
Prudential PLC 0.01% Reduce -1.0% 3,950 $858K
Acadian Asset Management LLC 0.00% New 3,881 $842K
Inscription Capital, LLC 0.09% Add +46.8% 3,811 $828K
Greenleaf Trust 0.01% Reduce -1.6% 3,732 $810K
APG Asset Management US Inc. 0.01% No change 3,740 $804K
denkapparat Operations GmbH 0.51% No change 3,678 $799K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -27.1% 3,656 $794K
Federated Hermes, Inc. 0.00% Reduce -15.6% 3,634 $789K
Metis Global Partners, LLC 0.02% Reduce -5.0% 3,613 $785K
Baron Wealth Management LLC 0.26% Add +1.9% 3,591 $780K
Concurrent Investment Advisors, LLC 0.01% Add +94.1% 3,561 $773K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 3,545 $770K
USA Financial Formulas 0.14% New 3,527 $766K
Equitable Holdings, Inc. 0.01% Add +101.4% 3,519 $764K
Shay Capital LLC 0.14% New 3,500 $760K
Independent Financial Group, LLC 0.02% Add +35.3% 3,483 $756K
GAMCO Investors 0.01% Reduce -13.7% 3,472 $754K
AlphaCore Capital LLC 0.03% Add +6.1% 3,463 $752K
Avior Wealth Management, LLC 0.02% Add +87.3% 3,453 $750K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 3,421 $743K
Raiffeisen Bank International AG 0.01% New 3,396 $728K
Meiji Yasuda Life Insurance Co 0.02% Reduce -8.6% 3,338 $725K
Hilltop Partners LLC 0.21% No change 3,300 $717K
Hilltop Holdings Inc. 0.04% Add +44.7% 3,294 $715K
Farther Finance Advisors, LLC 0.01% Reduce -26.2% 3,270 $710K
Group One Trading LLC 0.02% Reduce -11.3% 3,270 $710K
AlphaQuest LLC 0.05% Add +71.1% 3,235 $703K
Vise Technologies, Inc. 0.03% Add +6.3% 3,217 $699K
Resonant Capital Advisors, LLC 0.04% Reduce -0.5% 3,127 $679K
Impact Partnership Wealth, LLC 0.10% Reduce -7.3% 3,120 $677K
Qsemble Capital Management, LP 0.07% Reduce -81.3% 3,113 $676K
United Capital Financial Advisors, LLC 0.00% Reduce -3.5% 3,110 $675K
Quent Capital, LLC 0.06% Reduce -0.7% 3,074 $668K
Invictus Private Wealth, LLC 0.04% No change 3,072 $667K
Stevens Capital Management LP 0.09% Add +13.7% 3,073 $667K
Brookstone Capital Management 0.01% New 3,069 $666K
True Freedom Investing, LLC 0.24% Reduce -1.2% 3,040 $660K
CX Institutional 0.02% Add +57.0% 3,041 $660K
R Squared Ltd 0.28% New 3,022 $656K
Strategy Asset Managers LLC 0.12% New 3,014 $655K
111 Capital 0.12% Reduce -31.2% 2,947 $640K
Huntington National Bank 0.01% Add +2.6% 2,931 $637K
B. Metzler seel. Sohn & Co. AG 0.01% No change 2,923 $635K
Horizon Investments, LLC 0.01% Add +70.8% 2,915 $633K
OneDigital Investment Advisors LLC 0.01% Add +7.1% 2,905 $631K
Verum Partners LLC 0.13% Reduce -1.0% 2,901 $630K
Brown Brothers Harriman & Co. 0.00% Add +1.9% 2,900 $630K
Mufg Securities Americas Inc. 0.04% Add +21.6% 2,894 $628K
Penserra Capital Management LLC 0.01% Add +406.3% 2,881 $624K
Aster Capital Management (DIFC) Ltd 0.31% Reduce -64.0% 2,861 $621K
Measured Wealth Private Client Group, LLC 0.17% Add +2.1% 2,823 $613K
Forum Financial Management, LP 0.01% Add +0.1% 2,802 $609K
&partners 0.00% Add +3.7% 2,784 $608K
Fisher Asset Management 0.00% New 2,789 $606K
Ellevest, Inc. 0.09% Reduce -8.9% 2,770 $602K
Private Advisor Group, LLC 0.00% Add +17.8% 2,738 $595K
Groupama Asset Managment 0.01% New 2,733 $594K
Chicago Partners Investment Group LLC 0.02% Add +18.4% 2,741 $588K
Axim Planning & Wealth 0.46% New 2,684 $583K
Qtron Investments LLC 0.07% No change 2,663 $578K
Kingswood Wealth Advisors, LLC 0.03% Reduce -16.7% 2,638 $573K
Wealthfront Advisers LLC 0.00% Add +8.4% 2,635 $572K
Kestra Advisory Services, LLC 0.00% Add +41.5% 2,631 $571K
Highland Capital Management, LLC 0.03% Reduce -1.1% 2,609 $567K
Argent Trust Co 0.02% Reduce -18.8% 2,598 $564K
Johnson Investment Counsel Inc. 0.00% Add +0.3% 2,584 $561K
Range Financial Group LLC 0.20% Reduce -0.7% 2,561 $556K
Praxis Investment Management Inc. 0.03% No change 2,560 $556K
Quarry LP 0.15% Add +351.2% 2,554 $555K
Paulson Wealth Management Inc. 0.13% Add +30.7% 2,554 $555K
Level Four Advisory Services, LLC 0.02% Reduce -63.9% 2,538 $551K
BayBridge Capital Group, LLC 0.35% Reduce -29.5% 2,509 $545K
Callan Family Office, LLC 0.02% Reduce -10.6% 2,509 $545K
Accretive Wealth Partners, LLC 0.17% No change 2,502 $543K
Trueblood Wealth Management, LLC 0.21% Add +0.0% 2,491 $541K
Flaharty Asset Management, LLC 0.07% No change 2,477 $538K
CIBC Private Wealth Group LLC 0.00% Reduce -0.2% 2,464 $535K
Horizon Advisory Services, Inc. 0.27% Reduce -1.9% 2,459 $534K
FORA Capital, LLC 0.09% New 2,436 $529K
Cordatus Wealth Management LLC 0.12% Reduce -0.2% 2,432 $528K
RFG Advisory, LLC 0.01% Add +60.5% 2,421 $526K
Boothbay Fund Management, LLC 0.01% New 2,416 $525K
GTS Securities LLC 0.02% New 2,413 $524K
Uhlmann Price Securities, LLC 0.32% No change 2,400 $521K
Jackson Wealth Management, LLC 0.05% New 2,400 $521K
Cynosure Group, LLC 0.06% No change 2,398 $521K
Koss-Olinger Consulting, LLC 0.04% No change 2,364 $516K
Lido Advisors, LLC 0.00% New 2,374 $516K
Sterling Capital Management LLC 0.01% Reduce -54.7% 2,370 $515K
Aquatic Capital Management LLC 0.01% Reduce -92.4% 2,365 $514K
Heritage Wealth Management, Inc. 0.15% No change 2,350 $510K
Baker Avenue Asset Management, LP 0.01% Add +25.7% 2,324 $505K
Jackson Creek Investment Advisors LLC 0.15% Add +0.0% 2,322 $504K
Facet Wealth, Inc. 0.01% Add +1.1% 2,307 $501K
Oppenheimer & Co. Inc. 0.01% Add +5.6% 2,281 $495K
Apollon Wealth Management, LLC 0.01% Add +1.7% 2,275 $494K
AIA Group Ltd 0.01% New 2,252 $489K
Tower Research Capital LLC (TRC) 0.01% Add +2.8% 2,225 $483K
Meeder Advisory Services, Inc. 0.02% Add +4.4% 2,178 $473K
Regions Financial Corp. 0.00% Add +6.9% 2,177 $473K
Blue Capital, Inc. 0.35% New 2,165 $470K
UMB Bank, n.a. 0.01% Reduce -1.2% 2,165 $470K
iA Global Asset Management Inc. 0.01% Reduce -72.4% 2,150 $467K
CSS LLC 0.08% Reduce -63.1% 2,147 $466K
City National Bank of Florida 0.30% Add +77.7% 2,125 $461K
CastleKnight Management LP 0.02% No change 2,100 $456K
Pallas Capital Advisors LLC 0.02% Add +0.5% 2,100 $456K
Brighton Jones LLC 0.01% Add +1.6% 2,091 $454K
Ballentine Partners, LLC 0.01% Add +0.3% 2,085 $453K
Zacks Investment Management 0.00% Add +16.4% 2,075 $451K
State of Wyoming 0.05% Reduce -23.9% 2,074 $450K
MUFG Securities EMEA plc 0.01% Add +548.0% 2,054 $446K
Abacus Planning Group, Inc. 0.06% No change 2,029 $441K
CI Investments Inc. 0.00% Reduce -6.3% 2,024 $440K
Fort Washington Investment Advisors Inc. 0.00% Reduce -9.5% 2,016 $438K
Parthenon LLC 0.05% No change 2,000 $434K
HUB Investment Partners, LLC 0.02% Add +56.0% 1,997 $434K
Jump Financial, LLC 0.01% Reduce -11.0% 1,991 $432K
Sawgrass Asset Management LLC 0.05% Add +13.2% 1,984 $431K
NorthRock Partners, LLC 0.01% Add +2.4% 1,982 $430K
Baader Bank Aktiengesellschaft 0.04% New 2,069 $429K
Compound Planning, Inc. 0.01% Add +4.9% 1,965 $427K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +12.1% 1,925 $418K
PharVision Advisers, LLC 0.24% Add +97.9% 1,924 $418K
Fox Run Management, L.L.C. 0.06% New 1,901 $413K
Advisory Alpha, LLC 0.01% Reduce -37.0% 1,900 $410K
Blueshift Asset Management, LLC 0.12% New 1,865 $405K
Certuity, LLC 0.03% Add +44.4% 1,864 $405K
Simplicity Wealth,LLC 0.02% Add +55.3% 1,854 $403K
Profund Advisors LLC 0.01% Add +11.6% 1,833 $398K
American Trust 0.03% Add +20.2% 1,818 $395K
Syon Capital LLC 0.02% Add +68.9% 1,816 $394K
Gateway Investment Advisers LLC 0.00% New 1,804 $392K
Evergreen Capital Management LLC 0.01% Reduce -2.2% 1,797 $390K
DAVENPORT & Co LLC 0.00% Add +2.3% 1,772 $385K
Summit Financial, LLC 0.01% Reduce -1.4% 1,760 $382K
Cambria Investment Management, L.P. 0.02% No change 1,749 $380K
Blue Trust, Inc. 0.00% Add +6.6% 1,713 $372K
Voleon Capital Management LP 0.01% New 1,711 $372K
KLCM Advisors, Inc. 0.04% No change 1,705 $370K
Quantum Financial Advisors, LLC 0.04% No change 1,700 $369K
Paradigm Asset Management Co. LLC 0.08% No change 1,700 $369K
AE Wealth Management LLC 0.00% Add +4.0% 1,695 $368K
Oakworth Capital, Inc. 0.02% No change 1,695 $368K
Smithfield Trust Co 0.02% Add +91.9% 1,668 $363K
Aptus Capital Advisors, LLC 0.00% Reduce -1.4% 1,653 $359K
Optimum Investment Advisors 0.14% No change 1,650 $358K
VestGen Advisors, LLC 0.01% New 1,650 $358K
Horizon Investment Services, LLC 0.13% Add +6.1% 1,644 $357K
McLean Asset Management Corp 0.07% Reduce -0.2% 1,744 $353K
Interchange Capital Partners, LLC 0.07% New 1,602 $348K
Integrated Wealth Concepts LLC 0.00% Add +13.7% 1,595 $346K
Stratos Wealth Partners, LTD. 0.00% Add +44.5% 1,591 $346K
BAM Wealth Management, LLC 0.27% — 1,577 $342K
Guyasuta Investment Advisors Inc. 0.02% No change 1,570 $341K
Navellier & Associates Inc. 0.03% Reduce -0.8% 1,567 $340K
Valeo Financial Advisors, LLC 0.01% Add +7.4% 1,560 $339K
D'Orazio & Associates, Inc. 0.04% Add +0.8% 1,556 $338K
Penobscot Investment Management Company, Inc. 0.03% No change 1,510 $328K
Siemens Fonds Invest GmbH 0.02% No change 1,507 $327K
Kera Capital Partners, Inc. 0.05% Add +22.7% 1,498 $325K
Stephens Inc. 0.00% Reduce -0.6% 1,496 $325K
Matrix Trust Co 0.05% Reduce -22.1% 1,467 $319K
DRW Securities, LLC 0.02% Reduce -35.5% 1,467 $319K
Clarius Group, LLC 0.02% Add +3.5% 1,457 $316K
William Blair Investment Management, LLC 0.00% Reduce -3.0% 1,436 $312K
CoreCap Advisors, LLC 0.01% Add +75.2% 1,426 $310K
Jag Capital Management, LLC 0.03% Add +5.8% 1,414 $307K
Hutchens & Kramer Investment Management Group, LLC 0.12% Add +5.5% 1,406 $305K
Capstone Investment Advisors, LLC 0.00% Reduce -6.7% 1,397 $303K
Florida Trust Wealth Management Co 0.01% New 1,385 $301K
Leigh Baldwin & Co., LLC 0.17% No change 1,378 $299K
Roman Butler Fullerton & Co. 0.08% New 1,342 $298K
Bayforest Capital Ltd 0.14% Reduce -29.7% 1,358 $295K
Optas, LLC 0.05% Reduce -0.6% 1,356 $294K
Personal Cfo Solutions, LLC 0.05% Reduce -3.7% 1,339 $291K
Eagle Harbor Asset Management Inc. 0.25% Reduce -20.4% 1,338 $291K
DMC Group, LLC 0.20% Reduce -1.0% 1,335 $290K
Beacon Pointe Advisors, LLC 0.00% Reduce -36.2% 1,331 $289K
Chesley Taft & Associates LLC 0.01% Reduce -3.3% 1,326 $288K
Leonteq Securities AG 0.02% Reduce -72.9% 1,322 $287K
Duncan Williams Asset Management, LLC 0.08% Reduce -0.7% 1,320 $287K
Trust Asset Management LLC 0.02% No change 1,312 $285K
Waverly Advisors, LLC 0.00% Reduce -5.2% 1,311 $285K
Cresset Asset Management, LLC 0.00% Add +8.7% 1,301 $283K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -5.0% 1,298 $282K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -0.9% 1,296 $281K
Maridea Wealth Management LLC 0.04% New 1,379 $281K
Simmons Bank 0.02% Reduce -6.7% 1,287 $279K
Herold Advisors, Inc. 0.06% Reduce -1.5% 1,280 $278K
Versant Capital Management, Inc 0.04% Add +31.4% 1,275 $277K
Vestmark Advisory Solutions, Inc. 0.01% New 1,262 $274K
One Wealth Advisors, LLC 0.03% Reduce -26.7% 1,248 $271K
Calamos Wealth Management LLC 0.01% New 1,246 $271K
Stonehaven Wealth & Tax Solutions, LLC 0.25% Reduce -8.5% 1,231 $267K
Tucker Asset Management LLC 0.08% New 1,231 $267K
NFSG Corp 0.04% Add +88.6% 1,226 $266K
GM Advisory Group, LLC 0.01% No change 1,226 $266K
PenderFund Capital Management Ltd. 0.10% Reduce -32.3% 1,217 $264K
Mgo One Seven LLC 0.01% Reduce -0.3% 1,213 $263K
Sagespring Wealth Partners, LLC 0.01% Add +6.0% 1,206 $262K
South Dakota Investment Council 0.01% Reduce -96.3% 1,201 $261K
PDS Planning, Inc 0.02% Reduce -16.1% 1,182 $257K
Americana Partners, LLC 0.01% New 1,182 $257K
Perigon Wealth Management, LLC 0.01% Add +3.2% 1,175 $255K
NDVR, Inc. 0.21% Reduce -3.0% 1,171 $254K
Laidlaw Wealth Management LLC 0.61% New 1,169 $254K
West Michigan Advisors, LLC 0.06% Add +0.6% 1,164 $253K
Mather Group, Llc. 0.00% Reduce -1.9% 1,163 $253K
Venturi Wealth Management, LLC 0.01% Reduce -0.3% 1,150 $250K
Fifth Third Wealth Advisors LLC 0.01% Reduce -8.9% 1,149 $250K
Intrua Financial, LLC 0.03% New 1,140 $248K
Flagship Harbor Advisors, LLC 0.01% New 1,138 $247K
Tiemann Investment Advisors, LLC 0.09% No change 1,135 $246K
Frank, Rimerman Advisors LLC 0.02% Reduce -7.2% 1,128 $245K
Tema ETFs LLC 0.02% New 1,123 $244K
Capital Management Associates, Inc 0.07% New 1,127 $244K
Demars Financial Group, LLC 0.08% No change 1,115 $242K
Successful Portfolios LLC 0.14% Reduce -13.3% 1,112 $241K
Aprio Wealth Management, LLC 0.02% Add +11.9% 1,110 $241K
Humankind Investments LLC 0.05% Reduce -18.7% 1,102 $239K
MOKAN Wealth Management Inc. 0.12% Add +9.0% 1,095 $238K
Field & Main Bank 0.07% Add +31.9% 1,095 $238K
Kingsview Wealth Management, LLC 0.00% Add +17.8% 1,093 $237K
Trust Investment Advisors 0.13% Reduce -8.7% 1,091 $237K
AXA Investment Managers S.A. 0.00% — 1,088 $236K
West Family Investments, Inc. 0.05% No change 1,087 $236K
Fiduciary Trust Co 0.00% New 1,078 $234K
Journey Strategic Wealth LLC 0.01% Add +0.6% 1,078 $234K
Keybank National Association 0.00% Add +6.8% 1,076 $234K
Cigna Investments Inc. 0.03% No change 1,055 $229K
Claret Asset Management Corp 0.03% Reduce -1.4% 1,055 $229K
Peapack Gladstone Financial Corp. 0.00% No change 1,048 $228K
Provenance Wealth Advisors, LLC 0.03% No change 1,041 $226K
MV Capital Management, Inc. 0.02% Add +96.4% 1,035 $225K
Mitchell Sinkler & Starr 0.10% No change 1,030 $224K
Guardian Wealth Advisors, LLC / NC 0.01% Add +0.9% 1,030 $224K
Alpha Cubed Investments, LLC 0.01% No change 1,026 $223K
Advisors Capital Management, LLC 0.00% New 1,025 $223K
SCS Capital Management LLC 0.00% Reduce -4.3% 1,024 $222K
Moisand Fitzgerald Tamayo, LLC 0.03% No change 1,023 $222K
TriaGen Wealth Management LLC 0.06% Add +6.7% 1,002 $218K
Florida Financial Advisors, LLC 0.07% Reduce -63.0% 997 $217K
NewEdge Wealth, LLC 0.00% New 991 $216K
Moloney Securities Asset Management, LLC 0.03% Reduce -41.0% 981 $213K
Wealthspire Advisors, LLC 0.00% Reduce -28.3% 978 $212K
Requisite Capital Management, LLC 0.04% New 977 $212K
Briaud Financial Planning Inc 0.07% No change 971 $211K
Cidel Asset Management Inc. 0.01% Reduce -15.5% 946 $205K
Belpointe Asset Management LLC 0.01% New 943 $205K
Leavell Investment Management, Inc. 0.01% New 936 $203K
Creekmur Asset Management LLC 0.03% No change 909 $197K
Neo Ivy Capital Management 0.05% New 908 $197K
Salem Investment Counselors Inc. 0.01% No change 905 $197K
Shell Asset Management Co. 0.02% Reduce -80.4% 897 $195K
Capital Analysts, LLC 0.00% Reduce -9.5% 744 $162K
Ascentis Wealth Management, LLC 0.04% Add +118.0% 715 $155K
Central Pacific Bank - Trust Division 0.02% No change 706 $153K
Rowlandmiller & Partners.adv 0.03% No change 700 $152K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.8% 691 $150K
Hazlett, Burt & Watson, Inc. 0.05% Add +83.8% 691 $149K
FIL Ltd 0.00% Reduce -31.7% 683 $148K
Whittier Trust Co. 0.00% Add +2.4% 731 $148K
Minot DeBlois Advisors LLC 0.13% Reduce -5.6% 675 $147K
BNP Paribas 0.00% No change 651 $140K
Tobam 0.05% Reduce -39.2% 624 $136K
Wilmington Savings Fund Society, FSB 0.00% Add +48.6% 618 $134K
Point72 Europe (London) LLP 0.01% New 606 $132K
Transamerica Financial Advisors, LLC 0.01% New 598 $130K
Avalon Trust Co 0.01% No change 586 $127K
TD Private Client Wealth LLC 0.00% Add +11.2% 584 $127K
Aventura Private Wealth, LLC 0.04% No change 562 $122K
Hemington Wealth Management 0.02% Add +4.0% 541 $117K
Center for Financial Planning, Inc. 0.01% No change 527 $114K
Clearstead Advisors, LLC 0.00% Reduce -20.1% 520 $113K
Allworth Financial LP 0.00% Add +8.0% 512 $111K
MTM Investment Management, LLC 0.03% No change 500 $109K
Richardson Capital Management LLC 0.05% No change 450 $98K
Harbor Capital Advisors, Inc. 0.01% Add +87.3% 412 $89K
Smartleaf Asset Management LLC 0.01% Add +171.8% 386 $83K
Spire Wealth Management 0.00% No change 379 $82K
Trust Co. of Vermont 0.00% New 374 $81K
Abich Financial Wealth Management LLC 0.03% — 373 $81K
Wexford Capital LP 0.02% Add +38.2% 351 $76K
CYBER HORNET ETFs LLC 0.05% Add +3.0% 341 $74K
Cromwell Holdings LLC 0.04% No change 340 $74K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +1.2% 340 $74K
Westside Investment Management, Inc. 0.01% Add +88.3% 339 $73K
CVA Family Office, LLC 0.01% No change 333 $72K
Zions Bancorporation, National Association 0.00% Add +27.9% 316 $69K
ARK Investment Management 0.00% Reduce -41.2% 311 $68K
GHP Investment Advisors, Inc. 0.00% No change 300 $65K
Grey Fox Wealth Advisors, LLC 0.01% New 299 $65K
Root Financial Partners, LLC 0.00% New 280 $61K
Activest Wealth Management 0.01% Add +0.7% 280 $61K
St Germain D J Co. Inc. 0.00% No change 270 $59K
Millstone Evans Group, LLC 0.04% No change 260 $56K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 260 $56K
Parkside Financial Bank & Trust 0.00% Reduce -1.2% 252 $55K
HHM Wealth Advisors, LLC 0.01% Reduce -3.5% 250 $54K
SJS Investment Consulting Inc. 0.01% Add +1341.2% 245 $53K
Ameritas Advisory Services, LLC 0.00% Reduce -34.0% 235 $51K
Sentry Investment Management LLC 0.03% Reduce -8.9% 235 $49K
Assetmark, Inc. 0.00% Add +40.4% 219 $48K
Caitlin John, LLC 0.03% New 217 $47K
Rothschild Investment LLC 0.00% Add +51.1% 213 $46K
Hantz Financial Services, Inc. 0.00% Add +9.0% 206 $45K
Murphy & Mullick Capital Management Corp 0.03% No change 204 $44K
Solstein Capital, LLC 0.02% No change 202 $44K
Creative Financial Designs Inc. 0.00% Add +0.5% 202 $44K
Nemes Rush Group LLC 0.00% No change 200 $44K
United Community Bank 0.01% Reduce -46.0% 200 $43K
West Financial Advisors, LLC 0.01% No change 200 $43K
Community Bank, N.A. 0.01% No change 200 $43K
LRI Investments, LLC 0.00% No change 200 $43K
Armstrong Advisory Group, Inc. 0.00% No change 200 $43K
Banque Cantonale Vaudoise 0.00% New 197 $43K
Private Wealth Asset Management, LLC 0.00% No change 187 $41K
Summit Securities Group LLC 0.01% Add +158.3% 186 $40K
SBI Securities Co., Ltd. 0.00% Reduce -5.3% 178 $39K
Deseret Mutual Benefit Administrators 0.02% Reduce -21.1% 176 $38K
Financial Management Professionals, Inc. 0.00% Reduce -36.7% 167 $36K
Essential Partners LLC 0.01% Add +1.8% 166 $36K
Sittner & Nelson, LLC 0.01% No change 150 $33K
Private Trust Co. NA 0.00% Add +31.5% 146 $32K
Private Wealth Management Group, LLC 0.01% No change 144 $31K
JFS Wealth Advisors, LLC 0.00% No change 144 $31K
True Wealth Design, LLC 0.01% Add +250.0% 140 $30K
First Horizon Corp. 0.00% — 136 $30K
Covestor Ltd 0.02% Reduce -27.9% 132 $29K
Eastern Bank 0.00% No change 125 $27K
Whittier Trust Co. of Nevada Inc. 0.00% No change 125 $25K
Cornerstone Planning Group LLC 0.00% Add +581.3% 109 $24K
Golden State Wealth Management, LLC 0.00% Add +881.8% 108 $23K
Ancora Advisors LLC 0.00% No change 105 $23K
Physician Wealth Advisors, Inc. 0.00% Add +1.0% 100 $22K
Key Financial Inc 0.00% No change 87 $19K
Salomon & Ludwin, LLC 0.00% New 92 $19K
WPG Advisers, LLC 0.01% Reduce -30.3% 83 $18K
Elevation Wealth Partners, LLC 0.01% Add +26.7% 76 $17K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.3% 75 $16K
Rise Advisors, LLC 0.01% Add +5.8% 73 $16K
SouthState Bank Corp 0.00% Reduce -26.0% 71 $15K
Bokf, NA 0.00% New 65 $14K
Anchor Investment Management, LLC 0.00% No change 63 $14K
Sachetta, LLC 0.00% No change 61 $13K
Colonial Trust Co / SC 0.00% Reduce -42.5% 61 $13K
BankPlus Trust Department 0.00% No change 59 $13K
WealthCollab, LLC 0.01% No change 57 $12K
Clearstead Trust, LLC 0.00% No change 57 $12K
T. Rowe Price Investment Management, Inc. 0.00% New 52 $12K
Bell Investment Advisors, Inc 0.00% Reduce -36.9% 53 $12K
Wealth Watch Advisors, INC 0.00% New 52 $11K
Vermillion & White Wealth Management Group, LLC 0.01% Reduce -16.4% 51 $11K
Bruce G. Allen Investments, LLC 0.01% No change 50 $11K
Perritt Capital Management Inc 0.01% No change 50 $11K
Harbour Investments, Inc. 0.00% Add +21.1% 46 $10K
Fortitude Family Office, LLC 0.00% Add +12.5% 45 $10K
Sound Income Strategies, LLC 0.00% No change 46 $9K
Rossby Financial, LCC 0.00% New 41 $9K
Beaird Harris Wealth Management, LLC 0.00% Add +50.0% 36 $8K
JPL Wealth Management, LLC 0.00% New 33 $7K
Chilton Capital Management LLC 0.00% New 33 $7K
Darwin Wealth Management, LLC 0.00% No change 32 $7K
Ogorek Anthony Joseph /NY/ 0.00% Add +133.3% 35 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 33 $7K
Rakuten Securities, Inc. 0.00% Reduce -8.8% 31 $7K
Valued Wealth Advisors LLC 0.00% Add +3.5% 30 $7K
Abound Wealth Management 0.00% No change 29 $6K
Groupe la Francaise 0.00% Reduce -92.8% 29 $6K
Johnson Financial Group, Inc. 0.00% New 28 $6K
Kilter Group LLC 0.00% No change 28 $6K
Rialto Wealth Management, LLC 0.00% Add +3.7% 28 $6K
Avion Wealth 0.00% No change 31 $6K
Capital Advisors, Ltd. LLC 0.00% No change 27 $6K
Grove Bank & Trust 0.00% Add +38.9% 25 $5K
Strategic Advocates LLC 0.00% New 24 $5K
Binnacle Investments Inc 0.00% Add +26.3% 24 $5K
Accent Capital Management, LLC 0.00% New 24 $5K
Howard Hughes Medical Institute 0.00% No change 23 $5K
AdvisorNet Financial, Inc 0.00% Add +90.9% 21 $5K
City State Bank 0.00% No change 20 $4K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 19 $4K
Cloud Capital Management, LLC 0.00% New 21 $4K
Davis Capital Management 0.00% — 18 $4K
IMG Wealth Management, Inc. 0.00% New 17 $4K
Retirement Wealth Solutions LLC 0.00% New 16 $3K
Legacy Wealth Managment, LLC 0.00% Reduce -31.8% 15 $3K
Dogwood Wealth Management LLC 0.00% Reduce -42.9% 12 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +37.5% 11 $2K
Atlantic Private Wealth, LLC 0.00% No change 10 $2K
Wolff Wiese Magana LLC 0.00% No change 10 $2K
Nvwm, LLC 0.00% No change 10 $2K
Marquette Asset Management, LLC 0.00% New 9 $2K
ORG Partners LLC 0.00% Add +350.0% 9 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -11.1% 8 $2K
HFM Investment Advisors, LLC 0.00% No change 8 $2K
Aspect Partners, LLC 0.00% New 7 $2K
Tortoise Investment Management, LLC 0.00% Add +50.0% 6 $1K
GPS Wealth Strategies Group, LLC 0.00% No change 5 $1K
Geneos Wealth Management Inc. 0.00% Reduce -99.1% 5 $1K
Spurstone Advisory Services, LLC 0.02% New 5 $1K
Hughes Financial Services, LLC 0.00% No change 4 $877
North Capital, Inc. 0.00% New 4 $869
Caitong International Asset Management Co., Ltd 0.00% New 4 $869
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 4 $869
Quaker Wealth Management, LLC 0.00% No change 4 $869
Orion Capital Management LLC 0.00% New 4 $869
Raffa Wealth Management, LLC 0.00% New 4 $869
Seneschal Advisors, LLC 0.00% New 3 $652
DecisionPoint Financial, LLC 0.00% No change 3 $645
Dunhill Financial, LLC 0.00% No change 2 $505
American Capital Advisory, LLC 0.00% No change 2 $435
Manchester Capital Management LLC 0.00% New 2 $435
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2 $434
WestEnd Advisors, LLC 0.00% No change 2 $434
Turning Point Benefit Group, Inc. 0.00% New 2 $429

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