Johnson Controls InternationJCI

13F holders, Q2 2026 (June 30)
1,615holders +49
147new positions
84sold out
13famous investors
$145.97avg. 13F price*

At the end of Q2 2026, 1,615 institutions reported holding Johnson Controls Internation (JCI) in their 13F filings, up 49 from Q1 2026. 147 opened new positions and 84 sold out. The largest holders were Dodge & Cox ($8.1B), BlackRock, Inc. ($7.9B) and Vanguard Capital Management LLC ($5.8B). 13 famous investors held it, including Andreas Halvorsen (1.8% of Viking Global Investors's portfolio), Daniel Sundheim (1.6% of D1 Capital Partners's portfolio) and Ken Fisher (0.5% of Fisher Asset Management's portfolio).

Company
Johnson Controls Internation
Sector
Industrials
CUSIP
G51502105
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions147$606.2M
Exits84$491.8M

All 13F filers, Q1 2026 → Q2 2026: 31,648,163 shares bought and 46,140,980 shares sold, net −14,492,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,615 holders

Dodge & Cox 4.27% Reduce -3.0% 55,776,006 $8.1B
BlackRock, Inc. 0.12% Add +6.0% 54,406,108 $7.9B
Vanguard Capital Management LLC 0.12% Add +0.2% 39,846,092 $5.8B
State Street Corp. 0.12% Add +2.3% 28,283,873 $4.1B
Vanguard Portfolio Management LLC 0.13% Add +1.1% 20,282,405 $3.0B
Bank of America Corp. 0.17% Reduce -0.4% 17,670,603 $2.6B
Invesco Ltd. 0.20% Add +2.6% 17,555,383 $2.6B
Geode Capital Management, LLC 0.11% Reduce -1.0% 13,994,098 $2.0B
Morgan Stanley 0.09% Add +1.1% 11,892,502 $1.7B
Fisher Asset Management 0.47% Reduce -38.5% 10,769,298 $1.6B
Franklin Resources Inc. 0.29% Reduce -44.8% 8,926,692 $1.3B
First Trust Advisors LP 0.73% Add +46.4% 8,433,447 $1.2B
Norges Bank 0.12% — 8,261,631 $1.2B
Wellington Management Group LLP 0.20% Reduce -7.0% 7,937,508 $1.2B
Raymond James Financial Inc. 0.27% Reduce -4.5% 6,731,525 $983.5M
UBS Group AG 0.15% Add +24.4% 6,512,858 $951.6M
Northern Trust Corp. 0.11% Reduce -1.8% 6,329,879 $924.9M
FMR LLC 0.04% Add +1.2% 6,162,386 $900.4M
Goldman Sachs Group Inc. 0.08% Add +8.8% 5,292,628 $773.3M
AQR Capital Management 0.23% Add +50.0% 4,496,456 $647.0M
Legal & General Group Plc 0.13% Reduce -6.0% 4,406,141 $643.8M
Viking Global Investors 1.75% Reduce -4.9% 4,202,694 $614.1M
Newport Trust Company, LLC 1.43% Reduce -2.6% 4,064,406 $593.9M
Clearbridge Investments, LLC 0.47% Reduce -7.8% 3,920,039 $572.8M
Charles Schwab Investment Management Inc. 0.07% Add +0.1% 3,847,275 $562.1M
Amundi 0.14% Reduce -35.6% 3,844,203 $561.7M
D1 Capital Partners 1.58% Add +206.5% 3,751,887 $548.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.43% Add +9.1% 3,696,275 $540.1M
Dimensional Fund Advisors LP 0.09% Add +3.9% 3,580,345 $523.0M
JPMorgan Chase & Co. 0.03% Reduce -0.2% 3,692,473 $518.7M
Bank of New York Mellon Corp 0.08% Reduce -5.6% 3,497,207 $511.0M
Barrow Hanley Mewhinney & Strauss LLC 1.55% Reduce -9.1% 3,491,365 $510.1M
Vanguard Fiduciary Trust Co. 0.11% Reduce -0.4% 3,430,986 $501.3M
Deutsche Bank AG 0.14% Add +21.8% 3,407,467 $497.9M
Capital World Investors 0.05% Reduce -20.5% 3,053,682 $446.2M
Lyrical Asset Management LP 5.55% Reduce -4.8% 2,996,423 $437.8M
Winslow Capital Management, LLC 1.48% New 2,946,071 $430.5M
Royal Bank of Canada 0.07% Reduce -5.5% 2,718,583 $397.2M
HSBC Holdings PLC 0.18% Add +32.7% 2,604,819 $381.6M
Jane Street Group, LLC 0.23% Reduce -34.3% 2,494,059 $364.4M
Nordea Investment Management AB 0.29% Add +1.9% 2,432,111 $354.5M
Pictet Asset Management Holding SA 0.33% Add +0.9% 2,331,718 $340.5M
Nuveen, LLC 0.08% Reduce -1.6% 2,317,775 $338.7M
T. Rowe Price Associates Inc. 0.03% Add +5.5% 2,218,717 $324.2M
American Century Companies Inc. 0.14% Reduce -0.8% 2,151,277 $314.3M
National Pension Service 0.20% Reduce -0.6% 2,087,747 $305.0M
Saturna Capital Corp. 3.50% Reduce -24.8% 1,958,722 $286.9M
M&G PLC 1.48% Reduce -2.2% 1,957,386 $285.8M
D. E. Shaw & Co. 0.18% Add +1270.6% 1,877,590 $274.3M
Wells Fargo & Company 0.05% Add +14.4% 1,818,795 $265.7M
Robeco Institutional Asset Management B.V. 0.32% Add +10.9% 1,768,304 $258.4M
Swiss National Bank 0.13% Reduce -3.9% 1,726,481 $252.3M
Envestnet Asset Management Inc. 0.06% Reduce -7.4% 1,726,101 $252.2M
Cullen Capital Management, LLC 2.40% Reduce -1.1% 1,671,438 $244.2M
Sei Investments Co. 0.21% Add +53.3% 1,633,517 $238.7M
Adage Capital Partners Gp, L.L.C. 0.33% Add +7.7% 1,631,713 $238.4M
Qube Research & Technologies Ltd 0.26% Reduce -21.3% 1,573,441 $229.9M
Avantyr Capital Partners, LP 8.45% Reduce -16.5% 1,571,784 $229.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +7.9% 1,496,264 $218.6M
Allianz Asset Management GmbH 0.20% Add +20.4% 1,440,868 $210.5M
Allspring Global Investments Holdings, LLC 0.30% Reduce -7.0% 1,366,709 $197.9M
Vanguard Global Advisers, LLC 0.09% Reduce -1.6% 1,326,681 $193.8M
Sumitomo Mitsui Trust Group, Inc. 0.11% Add +0.4% 1,309,521 $191.3M
Barclays PLC 0.06% Reduce -4.0% 1,278,062 $186.7M
Canada Pension Plan Investment Board 0.10% Add +2.7% 1,264,849 $184.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.12% Add +12.1% 1,202,519 $175.7M
SG Americas Securities, LLC 0.10% Reduce -42.9% 1,180,709 $172.5M
Crawford Investment Counsel Inc. 2.78% Reduce -6.8% 1,140,434 $166.6M
BNP Paribas Financial Markets 0.09% Reduce -4.3% 1,132,689 $165.5M
Eurizon Capital SGR S.p.A. 0.44% Reduce -15.7% 1,135,912 $164.1M
Woodline Partners LP 0.50% Add +41.1% 1,106,466 $161.7M
Acadian Asset Management LLC 0.19% Add +179.3% 1,098,025 $160.4M
Jennison Associates LLC 0.10% Reduce -5.7% 1,088,873 $159.1M
Ameriprise Financial Inc. 0.03% Reduce -5.0% 1,072,325 $156.8M
California Public Employees Retirement System 0.09% Reduce -1.0% 1,065,624 $155.7M
Rhumbline Advisers 0.12% Reduce -1.9% 1,057,774 $154.6M
CANADA LIFE ASSURANCE Co 0.24% Reduce -10.0% 1,035,790 $151.1M
Aberdeen Group plc 0.20% Reduce -3.4% 970,980 $141.9M
Munro Partners 3.17% Add +18.3% 954,862 $139.5M
Citigroup Inc. 0.06% Add +28.7% 940,158 $137.4M
Quantinno Capital Management LP 0.16% Add +31.0% 931,585 $136.1M
California State Teachers Retirement System 0.12% Reduce -5.2% 924,205 $135.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -88.3% 917,669 $134.1M
Millennium Management 0.09% Reduce -34.8% 907,819 $132.6M
Storebrand Asset Management As 0.32% Add +2.3% 879,415 $128.5M
Point72 Asset Management 0.19% Reduce -41.8% 826,718 $120.8M
Panagora Asset Management Inc. 0.36% Add +56.8% 798,994 $116.7M
Schroder Investment Management Group 0.08% Add +4.4% 798,377 $116.7M
DAVENPORT & Co LLC 0.57% Reduce -1.4% 768,066 $112.2M
New York State Common Retirement Fund 0.14% Reduce -6.2% 767,258 $112.1M
M&T Bank Corp 0.33% Reduce -0.5% 759,475 $111.0M
Voloridge Investment Management, LLC 0.47% Reduce -20.4% 758,484 $110.8M
Bank of Montreal 0.04% Add +5.6% 749,106 $109.5M
HighTower Advisors, LLC 0.10% Add +2.9% 722,606 $105.6M
Principal Financial Group Inc. 0.05% Reduce -0.3% 682,705 $99.8M
Marshall Wace, LLP 0.08% Add +5739.0% 663,134 $96.9M
Natixis Advisors, LLC 0.11% Reduce -0.4% 653,920 $95.5M
TCW Group Inc. 0.64% Reduce -0.2% 651,046 $95.1M
Man Group plc 0.18% Add +9.7% 647,087 $94.5M
Electron Capital Partners, LLC 3.63% Add +34.1% 622,330 $90.9M
CI Investments Inc. 0.29% Add +15.6% 619,447 $90.5M
Alyeska Investment Group, L.P. 0.23% Reduce -27.8% 611,141 $89.3M
Aviva PLC 0.13% Add +0.5% 608,447 $88.9M
Korea Investment CORP 0.17% Add +34.1% 605,579 $88.5M
LPL Financial LLC 0.02% Reduce -10.7% 595,837 $87.1M
Two Sigma Investments, LP 0.07% Add +237.9% 591,367 $86.4M
Rockefeller Capital Management L.P. 0.13% Add +2.6% 574,999 $84.0M
Alliancebernstein L.P. 0.03% Reduce -1.6% 625,837 $82.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.12% Add +8.6% 530,621 $77.2M
State Board of Administration of Florida Retirement System 0.13% Reduce -5.2% 527,898 $77.1M
Renaissance Technologies 0.11% Add +4.4% 525,544 $76.8M
Retirement Systems of Alabama 0.22% Reduce -0.3% 507,406 $74.1M
Nomura Asset Management Co. Ltd. 0.15% Reduce -1.6% 471,449 $68.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +0.8% 462,655 $67.6M
New York State Teachers Retirement System 0.12% Reduce -2.2% 454,388 $66.4M
Russell Investments Group, Ltd. 0.06% Add +4.0% 445,052 $64.9M
Nicholas Company, Inc. 1.18% No change 440,030 $64.3M
Grandfield & Dodd, LLC 3.32% Reduce -10.1% 433,039 $63.3M
HRT Financial LP 0.12% Add +6.8% 431,971 $63.1M
Federated Hermes, Inc. 0.09% Add +20.5% 427,648 $62.5M
TD Asset Management Inc 0.05% Add +13.0% 416,428 $60.8M
Jones Financial Companies LLLP 0.02% Add +3.1% 431,494 $59.7M
Gotham Asset Management 0.14% Reduce -0.8% 408,397 $59.7M
Danske Bank A/S 0.12% Reduce -2.2% 405,070 $59.2M
One Madison Group LLC 5.62% Add +334.8% 400,000 $58.4M
Ghisallo Capital Management LLC 1.43% Reduce -27.3% 400,000 $58.4M
Polar Capital Holdings Plc 0.16% Reduce -15.8% 394,822 $57.7M
Stifel Financial Corp. 0.05% Add +1.4% 394,231 $57.6M
APG Asset Management N.V. 0.14% Add +37.8% 437,468 $55.9M
Teacher Retirement System of Texas 0.15% Add +68.2% 380,005 $55.5M
Squarepoint Ops LLC 0.11% Add +117.4% 376,549 $55.0M
Credit Agricole S A 0.14% Add +37.9% 374,491 $54.7M
KBC Group NV 0.12% Reduce -6.2% 374,042 $54.7M
Assenagon Asset Management S.A. 0.07% Add +218.1% 368,514 $53.8M
MUFG Securities EMEA plc 0.56% Add +1350.1% 363,880 $53.2M
Mercer Global Advisors Inc. 0.06% Add +11.4% 358,954 $52.4M
DekaBank Deutsche Girozentrale 0.09% No change 407,329 $52.2M
O'shaughnessy Asset Management, LLC 0.24% Add +58.4% 349,401 $51.1M
Gabelli Funds LLC 0.33% Reduce -2.8% 348,071 $50.9M
Davidson Kempner Capital Management LP 1.22% Add +9.7% 340,000 $49.7M
Janney Montgomery Scott LLC 0.09% Reduce -2.5% 330,903 $48.3M
State of Wisconsin Investment Board 0.10% Reduce -4.8% 326,742 $47.7M
Swedbank AB 0.04% Reduce -5.0% 326,358 $47.7M
Epoch Investment Partners, Inc. 0.27% Add +59.2% 325,205 $47.5M
Mariner, LLC 0.05% Add +18.5% 322,905 $47.2M
GAMCO Investors 0.42% Reduce -2.0% 322,740 $47.2M
Nomura Asset Management International Inc. 0.07% Add +84.2% 313,182 $45.8M
Vanguard Investments Australia, Ltd. 0.11% Add +2.3% 312,860 $45.7M
FIL Ltd 0.03% Add +22.8% 310,393 $45.4M
Manufacturers Life Insurance Company, The 0.04% Reduce -4.4% 309,691 $45.2M
Crossmark Global Holdings, Inc. 0.59% Add +6.7% 309,140 $45.2M
Vontobel Holding Ltd. 0.15% Add +0.6% 307,146 $44.9M
Mitsubishi UFJ Trust & Banking Corp 0.10% Add +5.0% 306,635 $44.8M
Citadel Advisors 0.03% Reduce -81.4% 305,635 $44.7M
Agf Management Ltd. 0.17% Reduce -9.4% 304,784 $44.5M
Royal London Asset Management Ltd. 0.08% Reduce -2.1% 303,820 $44.4M
Mackenzie Financial Corp. 0.04% Reduce -3.9% 295,610 $43.2M
Chevy Chase Trust Holdings, LLC 0.11% Reduce -2.3% 295,242 $43.1M
Corient Private Wealth LP 0.06% Reduce -17.4% 294,818 $43.1M
Calamos Advisors LLC 0.22% Reduce -9.9% 294,726 $43.1M
ING Groep NV 0.20% Add +105.5% 285,515 $41.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -1.8% 284,101 $41.5M
Asset Management One Co., Ltd. 0.11% Add +0.8% 280,849 $41.0M
KLP Kapitalforvaltning As 0.13% Reduce -0.9% 276,401 $40.5M
Daiwa Securities Group Inc. 0.09% Add +3.5% 270,360 $39.5M
PFA Pension, Forsikringsaktieselskab 0.10% Add +384.6% 269,814 $39.4M
Ensign Peak Advisors, Inc 0.06% Reduce -12.5% 266,499 $38.9M
Ieq Capital, LLC 0.18% Reduce -5.2% 265,948 $38.9M
State of Tennessee, Department of Treasury 0.12% Add +4.5% 265,553 $38.8M
Achmea Investment Management B.V. 0.96% Reduce -5.6% 263,040 $38.4M
Clifford Swan Investment Counsel LLC 1.23% Reduce -6.5% 262,208 $38.3M
Treasurer of the State of North Carolina 0.10% Reduce -0.5% 260,758 $38.1M
Haverford Trust Co 0.33% Reduce -1.6% 258,271 $37.7M
Public Employees Retirement System of Ohio 0.11% Reduce -5.8% 255,218 $37.3M
Schonfeld Strategic Advisors LLC 0.20% Reduce -28.0% 254,013 $37.1M
Trexquant Investment LP 0.23% Add +56.9% 250,031 $36.5M
Baird Financial Group, Inc. 0.05% Add +25.3% 247,723 $36.2M
Deprince Race & Zollo Inc. 0.60% Reduce -11.2% 245,615 $35.9M
Victory Capital Management Inc. 0.02% Add +23.4% 241,138 $35.2M
Tredje AP-fonden 0.15% Add +21.4% 234,096 $34.2M
Cetera Investment Advisers 0.03% Add +3.9% 233,990 $34.2M
Scopus Asset Management, L.P. 0.79% Add +22.2% 230,726 $33.7M
Bank of Nova Scotia 0.05% Reduce -21.9% 228,804 $33.4M
Macquarie Group Ltd. 0.14% Add +203.4% 228,313 $33.4M
Creative Planning 0.02% Add +14.2% 227,916 $33.3M
Federation des caisses Desjardins du Quebec 0.10% Add +56.4% 227,628 $33.3M
Guggenheim Capital LLC 0.21% Reduce -11.2% 224,290 $32.8M
QRG Capital Management, Inc. 0.27% Add +4.7% 222,168 $32.5M
Raiffeisen Bank International AG 0.38% Reduce -35.1% 230,836 $32.4M
KADENSA CAPITAL Ltd 6.74% Reduce -10.5% 216,294 $31.6M
1832 Asset Management L.P. 0.04% Add +6.9% 211,500 $30.9M
Rathbones Group PLC 0.11% Reduce -5.2% 210,798 $30.8M
Cerity Partners LLC 0.04% Add +5.0% 205,129 $30.0M
Steward Partners Investment Advisory, LLC 0.15% Add +3.2% 204,106 $29.8M
Aventail Capital Group, LP 1.71% New 203,638 $29.8M
Silvercrest Asset Management Group LLC 0.19% Reduce -5.2% 202,622 $29.6M
Baker Avenue Asset Management, LP 0.56% Add +2.7% 202,420 $29.6M
DNB Asset Management AS 0.08% Add +2.5% 201,027 $29.4M
Oppenheimer Asset Management Inc. 0.30% Reduce -2.3% 200,636 $29.3M
Busey Bank 0.71% Add +1.5% 200,627 $29.3M
State of New Jersey Common Pension Fund D 0.10% Reduce -6.2% 196,584 $28.7M
Tidal Investments LLC 0.07% Reduce -7.7% 196,359 $28.7M
Hudson Bay Capital Management LP 0.15% Reduce -10.3% 196,219 $28.7M
Lansforsakringar Fondforvaltning AB (publ) 0.13% Reduce -8.5% 191,446 $28.0M
Edgemoor Investment Advisors, Inc. 1.84% Reduce -0.4% 183,836 $26.9M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +2.3% 178,908 $26.1M
Mn Services Vermogensbeheer B.V. 0.20% Add +70.6% 178,300 $26.1M
STRS Ohio 0.10% Reduce -4.5% 178,075 $26.0M
Rempart Asset Management Inc. 5.26% Reduce -9.9% 175,713 $25.7M
Albar Capital Partners LLP 3.34% Add +303.4% 175,145 $25.6M
Worldquant Millennium Advisors LLC 0.09% Add +240.5% 173,790 $25.4M
Czech National Bank 0.14% Add +4.2% 173,662 $25.4M
Arizona State Retirement System 0.12% Add +1.3% 169,837 $24.8M
Jupiter Topco LLC 0.01% — 166,601 $24.3M
XN LP 0.63% No change 164,786 $24.1M
Capital Analysts, LLC 0.55% Reduce -1.9% 164,304 $24.0M
Untitled Investments LP 9.11% Add +15.7% 160,269 $23.4M
Public Sector Pension Investment Board 0.06% Reduce -54.7% 157,799 $23.1M
Groupe la Francaise 0.28% Add +25.0% 156,924 $22.9M
State of Michigan Retirement System 0.10% Reduce -2.3% 156,256 $22.8M
CIBC Bancorp USA Inc. 0.03% Reduce -42.7% 153,437 $22.4M
Caisse de depot et placement du Quebec 0.03% Add +59.3% 153,127 $22.4M
CIBC Asset Management Inc 0.05% Reduce -2.8% 152,613 $22.3M
PNC Financial Services Group, Inc. 0.01% Add +3.1% 152,444 $22.3M
North Growth Management Ltd. 2.85% Add +0.7% 152,000 $22.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.10% Add +6.7% 149,888 $21.9M
RPG Investment Advisory, LLC 2.23% Reduce -0.9% 148,805 $21.7M
Wilmington Savings Fund Society, FSB 0.49% Reduce -1.0% 148,706 $21.7M
Dana Investment Advisors, Inc. 0.56% Add +110.8% 148,094 $21.6M
Wealth Enhancement Advisory Services, LLC 0.04% Add +12.2% 164,532 $21.0M
Andra AP-fonden 0.24% Reduce -2.5% 143,376 $20.9M
Davis Selected Advisers 0.09% Reduce -27.1% 141,422 $20.7M
MetLife Investment Management, LLC 0.09% Reduce -1.3% 141,152 $20.6M
Varma Mutual Pension Insurance Co 0.11% Reduce -2.2% 140,806 $20.6M
Resona Asset Management Co.,Ltd. 0.10% Reduce -10.4% 140,490 $20.5M
Bryn Mawr Trust Advisors, LLC 0.89% Reduce -0.1% 140,026 $20.5M
Alberta Investment Management Corp 0.13% No change 139,000 $20.3M
IFM Investors Pty Ltd 0.13% Reduce -1.6% 138,167 $20.2M
Adams Diversified Equity Fund, Inc. 0.61% No change 137,300 $20.1M
Los Angeles Capital Management LLC 0.07% Reduce -51.0% 136,587 $20.0M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.59% Add +15.1% 134,791 $19.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -5.5% 134,758 $19.7M
NewEdge Advisors, LLC 0.06% Reduce -11.1% 133,595 $19.5M
Thrivent Financial for Lutherans 0.03% Add +277.3% 131,589 $19.2M
Mgo One Seven LLC 0.32% Add +80.5% 131,081 $19.2M
Xponance LLC 0.12% Add +5.8% 128,652 $18.8M
LBP Am SA 0.19% Reduce -12.2% 127,844 $18.7M
Ethic Inc. 0.23% Add +6.1% 126,375 $18.5M
Marsico Capital Management LLC 0.48% Reduce -82.2% 125,715 $18.4M
Concurrent Investment Advisors, LLC 0.16% Add +0.9% 125,639 $18.4M
Nisa Investment Advisors, LLC 0.06% Reduce -16.6% 124,747 $18.3M
Lathrop Investment Management Co. 3.23% Reduce -4.8% 125,096 $18.3M
LGT Group Foundation 0.21% Add +6050.8% 124,370 $18.2M
Cooper Creek Partners Management LLC 0.76% Reduce -12.6% 124,128 $18.1M
TD Waterhouse Canada Inc. 0.05% Add +18.0% 124,880 $18.1M
Azimuth Capital Investment Management LLC 0.61% Reduce -0.6% 123,777 $18.1M
Tudor Investment Corporation 0.07% Reduce -43.7% 122,995 $18.0M
Pacer Advisors, Inc. 0.05% Add +3.1% 121,324 $17.7M
Callan Family Office, LLC 0.35% Reduce -5.3% 121,308 $17.7M
OMERS ADMINISTRATION Corp 0.11% Add +521.2% 121,171 $17.7M
Arax Advisory Partners 0.12% Add +1058.1% 120,377 $17.6M
Occudo Quantitative Strategies LP 0.93% Reduce -13.6% 119,164 $17.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.14% Reduce -12.4% 118,910 $17.4M
Truist Financial Corp. 0.02% Reduce -19.9% 118,537 $17.3M
Commonwealth Equity Services, LLC 0.02% Reduce -15.2% 118,482 $17.3M
Longaeva Partners L.P. 0.50% Reduce -20.6% 118,276 $17.3M
NatWest Group plc 3.07% New 117,618 $17.2M
ABN AMRO Bank N.V. 0.22% Add +4.4% 116,943 $17.0M
Engineers Gate Manager LP 0.22% Add +82.5% 116,133 $17.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +6.4% 116,514 $16.9M
Roffman Miller Associates Inc. 0.86% Reduce -5.7% 112,677 $16.5M
Captrust Financial Advisors 0.03% Add +12.5% 112,546 $16.4M
Amalgamated Bank 0.11% Reduce -3.6% 111,468 $16.3M
Focus Partners Wealth 0.02% Add +21.3% 110,630 $16.2M
Saraza Management, LP 6.71% Add +10.4% 109,750 $16.0M
Nemes Rush Group LLC 1.32% Add +0.7% 109,073 $15.9M
Ilmarinen Mutual Pension Insurance Co 0.11% No change 108,750 $15.9M
Cibc World Market Inc. 0.03% Add +9.4% 105,636 $15.4M
Makena Capital Management LLC 1.60% Reduce -8.1% 104,115 $15.2M
Shufro Rose & Co. LLC 0.86% Reduce -1.4% 101,992 $14.9M
Voya Investment Management LLC 0.01% Reduce -3.2% 100,687 $14.7M
MML Investors Services, LLC 0.03% Add +20.0% 100,233 $14.6M
Vanguard Personalized Indexing Management, LLC 0.12% Reduce -0.3% 99,890 $14.6M
NEOS Investment Management LLC 0.05% Add +9.5% 99,527 $14.5M
ProShare Advisors LLC 0.02% Add +4.8% 94,880 $13.9M
Payden & Rygel 1.05% No change 93,300 $13.6M
Utah Retirement Systems 0.13% Reduce -6.6% 92,944 $13.6M
Teachers Retirement System of the State of Kentucky 0.09% Add +91.6% 92,279 $13.5M
Police & Firemen's Retirement System of New Jersey 0.10% Reduce -2.1% 92,183 $13.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +8.8% 91,755 $13.4M
Cambridge Investment Research Advisors, Inc. 0.03% Add +2.9% 89,751 $13.1M
Corbyn Investment Management Inc. 5.29% Reduce -2.6% 89,633 $13.1M
HUB Investment Partners, LLC 0.24% Add +12.0% 88,712 $13.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% Add +1.0% 87,788 $12.8M
Capital International, Inc. 0.09% No change 83,576 $12.2M
Calamos Wealth Management LLC 0.37% Add +50.6% 83,297 $12.2M
Nissay Asset Management Corp. /Japan 0.05% New 82,258 $12.0M
Composition Wealth, LLC 0.14% Add +3.7% 81,776 $11.9M
Ossiam 0.16% Add +6849.1% 81,722 $11.9M
Fifth Third Bancorp 0.02% Add +5.2% 80,595 $11.8M
US Bancorp \de 0.01% Add +7.3% 80,583 $11.8M
Elo Mutual Pension Insurance Co 0.15% Add +7.8% 80,228 $11.7M
Kestra Private Wealth Services, LLC 0.13% Reduce -1.1% 78,173 $11.4M
SaddleRock Capital Management LLC 11.02% Add +10.7% 78,126 $11.4M
Meyer Handelman Co. 0.32% Reduce -0.4% 77,977 $11.4M
&partners 0.05% Reduce -2.0% 77,882 $11.3M
Van Hulzen Asset Management, LLC 0.80% Reduce -1.2% 77,054 $11.3M
Bellars Harris Wealth Management, LLC 2.25% — 75,639 $11.1M
Oregon Public Employees Retirement Fund 0.12% Add +6.9% 74,963 $11.0M
Great Lakes Advisors, LLC 0.08% Reduce -17.3% 74,202 $10.8M
Pathstone Holdings, LLC 0.03% Reduce -6.7% 73,542 $10.8M
Cullen Investment Group, LTD. 1.29% Reduce -4.1% 73,236 $10.7M
Intech Investment Management LLC 0.10% Reduce -37.1% 72,928 $10.7M
Wealthfront Advisers LLC 0.02% Reduce -1.4% 71,715 $10.5M
Osaic Holdings, Inc. 0.01% Reduce -25.3% 69,533 $10.2M
Neuberger Berman Group LLC 0.01% Add +3.5% 68,706 $10.0M
Sanctuary Advisors, LLC 0.05% Reduce -14.9% 68,035 $9.9M
Merit Financial Group, LLC 0.06% Add +8.7% 67,840 $9.9M
Yousif Capital Management, LLC 0.11% Reduce -7.2% 66,473 $9.7M
Prudential Financial Inc. 0.01% Reduce -69.0% 65,147 $9.5M
Abn Amro Investment Solutions 0.08% Reduce -3.8% 65,084 $9.5M
Susquehanna International Group, LLP 0.01% Reduce -78.2% 64,736 $9.5M
Park Avenue Securities LLC 0.06% Reduce -8.3% 64,345 $9.4M
Farmers & Merchants Investments Inc. 0.23% Add +4.0% 64,239 $9.4M
F/m Investments LLC 0.48% Reduce -3.6% 64,012 $9.4M
Inspire Trust Co, N.A. 1.29% Add +1.6% 64,000 $9.4M
Reaves W H & Co. Inc. 0.14% Add +27.6% 63,360 $9.3M
Mutual of America Capital Management LLC 0.09% Reduce -3.4% 62,928 $9.2M
Beutel, Goodman & Co Ltd. 0.07% Reduce -7.3% 62,395 $9.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +23.6% 62,175 $9.1M
World Investment Advisors 0.15% Reduce -2.0% 67,860 $8.9M
Allstate Corp. 0.09% Reduce -8.1% 60,596 $8.9M
Vestmark Advisory Solutions, Inc. 0.08% Reduce -19.1% 60,265 $8.8M
State of Alaska, Department of Revenue 0.09% Reduce -2.6% 59,780 $8.7M
M. Kulyk & Associates, LLC 1.41% Reduce -9.3% 59,206 $8.7M
Oppenheimer & Co. Inc. 0.09% Reduce -2.2% 59,085 $8.6M
Sandhill Capital Partners LLC 0.70% Reduce -1.4% 59,039 $8.6M
Rafferty Asset Management, LLC 0.02% Add +48.0% 59,006 $8.6M
Avanza Fonder AB 0.19% Add +1.6% 58,804 $8.6M
Dakota Wealth Management 0.16% Add +14.9% 57,601 $8.4M
Empowered Funds, LLC 0.04% Add +13.0% 57,314 $8.4M
Ingalls & Snyder LLC 0.23% Reduce -1.7% 57,233 $8.4M
Scissortail Wealth Management, LLC 1.60% Reduce -5.6% 56,968 $8.3M
Nomura Holdings Inc. 0.03% Add +4.9% 56,121 $8.2M
SMA Capital LLC 3.44% Reduce -37.7% 56,000 $8.2M
Mirabella Financial Services LLP 0.84% Add +4.1% 53,911 $7.9M
Vise Technologies, Inc. 0.09% Add +29.7% 53,698 $7.8M
Fisher Funds Management LTD 0.22% No change 53,255 $7.8M
Lido Advisors, LLC 0.03% Add +75.0% 52,498 $7.7M
Graham Capital Management, L.P. 0.29% Add +218.9% 51,962 $7.6M
E Fund Management Co., Ltd. 0.17% Add +1391.8% 50,482 $7.4M
Jain Global LLC 0.09% Reduce -45.9% 50,013 $7.3M
Handelsbanken Fonder AB 0.02% Reduce -23.1% 49,745 $7.3M
Fred Alger Management, LLC 0.02% Add +6.2% 49,628 $7.3M
Envestnet Portfolio Solutions, Inc. 0.03% Add +14.3% 49,499 $7.2M
Verition Fund Management LLC 0.06% Reduce -80.8% 49,438 $7.2M
Qsemble Capital Management, LP 0.92% Add +52.1% 49,060 $7.2M
FWL Investment Management, LLC 1.30% Add +417.3% 48,526 $7.1M
ASR Vermogensbeheer N.V. 0.07% Reduce -66.2% 48,177 $7.0M
Mizuho Securities USA LLC 0.11% Add +29.1% 47,765 $7.0M
Laird Norton Wetherby Trust Company, LLC 0.13% Reduce -3.9% 47,631 $7.0M
Kestra Advisory Services, LLC 0.02% Reduce -5.1% 47,210 $6.9M
Caprock Group, LLC 0.13% Add +0.4% 47,066 $6.9M
Axxcess Wealth Management, LLC 0.11% New 46,590 $6.8M
Gulf International Bank (UK) Ltd 0.13% Reduce -1.8% 46,563 $6.8M
Glassy Mountain Advisors, Inc. 1.82% Reduce -6.1% 45,547 $6.7M
Harrell Investment Partners, LLC 1.41% Reduce -1.6% 44,599 $6.5M
New Age Alpha Advisors, LLC 0.28% Add +3.9% 44,591 $6.5M
First American Bank 0.36% Add +0.8% 44,281 $6.5M
Clear Trail Advisors, LLC 0.98% Add +1.5% 44,047 $6.4M
Butensky & Cohen Financial Security, Inc. 1.57% Reduce -6.9% 43,559 $6.4M
Saudi Central Bank 0.08% Add +89.7% 42,845 $6.3M
HB Wealth Management, LLC 0.03% Add +9.2% 42,478 $6.2M
Investment Management Corp of Ontario 0.08% Reduce -21.8% 42,389 $6.2M
Boothbay Fund Management, LLC 0.12% Add +20.4% 42,351 $6.2M
Goelzer Investment Management, Inc. 0.27% Reduce -6.3% 41,995 $6.1M
Lanark Financial, Inc. 0.41% Add +19.1% 41,617 $6.1M
Comprehensive Financial Consultants Institutional, Inc. 1.60% Reduce -7.9% 41,430 $6.1M
Generali Asset Management SPA SGR 0.11% Reduce -13.1% 41,175 $6.0M
Itau Unibanco Holding S.A. 0.12% New 40,185 $5.9M
Van Eck Associates Corp. 0.00% New 39,975 $5.8M
Klein Pavlis & Peasley Financial, Inc. 3.00% Reduce -6.2% 39,404 $5.8M
Levin Capital Strategies, L.P. 0.38% Add +187.2% 39,188 $5.7M
Emissary Wealth LLC 4.35% Reduce -0.7% 39,068 $5.7M
Freestone Capital Holdings, LLC 0.15% Add +4.3% 38,968 $5.7M
Lighthouse Investment Partners, LLC 0.18% Reduce -43.5% 38,704 $5.7M
Kentucky Retirement Systems 0.14% New 38,643 $5.6M
Tulsa Wealth Advisors, INC 0.79% Reduce -1.1% 38,340 $5.6M
LGT Fund Management Co Ltd. 0.23% New 38,319 $5.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -0.8% 38,144 $5.6M
Ithaka Group LLC 1.01% No change 38,139 $5.6M
Sequoia Financial Advisors, LLC 0.03% Add +17.5% 37,970 $5.5M
Mirova US LLC 0.06% Reduce -14.4% 37,625 $5.5M
MAI Capital Management 0.02% Add +67.7% 37,525 $5.5M
Legacy CG, LLC 1.40% Add +3.5% 37,519 $5.5M
Concentric Capital Strategies, LP 0.34% Reduce -7.0% 37,496 $5.5M
Socorro Asset Management LP 2.59% Reduce -15.5% 37,285 $5.4M
First Citizens Bank & Trust Co. 0.08% Add +18.4% 36,620 $5.4M
Cary Street Partners Financial LLC 0.12% Reduce -0.7% 36,196 $5.3M
Norinchukin Bank, The 0.05% Reduce -4.8% 36,097 $5.3M
Elevation Point Wealth Partners, LLC 0.10% Reduce -8.5% 35,733 $5.2M
IFG Advisory, LLC 0.18% New 35,612 $5.2M
Vista Investment Partners LLC 1.31% Reduce -2.3% 35,466 $5.2M
Vident Advisory, LLC 0.04% Add +26.2% 35,248 $5.2M
Navellier & Associates Inc. 0.41% Reduce -2.3% 35,188 $5.1M
Patton Fund Management, Inc. 1.10% Add +77.0% 34,732 $5.1M
Orion Porfolio Solutions, LLC 0.04% Add +3.4% 34,609 $5.1M
Aptus Capital Advisors, LLC 0.04% Add +3.4% 34,358 $5.0M
MASTERINVEST Kapitalanlage GmbH 0.43% Reduce -5.3% 34,240 $5.0M
Daiichi Life Insurance Co., Ltd. 0.12% Add +21.4% 33,973 $5.0M
Hartford Investment Management Co. 0.14% Reduce -3.3% 33,768 $4.9M
Commerce Bank 0.02% Add +19.3% 33,702 $4.9M
Summit Trail Advisors, LLC 0.06% Add +2.4% 33,594 $4.9M
L & S Advisors Inc 0.51% New 33,524 $4.9M
Landscape Capital Management, L.L.C. 0.32% Reduce -34.3% 33,359 $4.9M
Stephens Inc. 0.05% Reduce -0.9% 33,219 $4.9M
Varenne Capital Partners 0.81% Reduce -34.0% 33,223 $4.9M
Central Pacific Bank - Trust Division 0.51% Reduce -2.9% 32,943 $4.8M
Horizon Investments, LLC 0.05% Add +5.2% 32,129 $4.7M
Bleakley Financial Group, LLC 0.06% Add +46.1% 32,076 $4.7M
First American Trust, FSB 0.28% Reduce -3.7% 32,025 $4.7M
XTX Topco Ltd 0.06% Reduce -64.0% 31,971 $4.7M
Caisse Des Depots Et Consignations 0.08% Reduce -45.3% 31,949 $4.7M
Keybank National Association 0.02% Add +1.2% 31,884 $4.7M
Caliber Wealth Management, LLC / KS 0.45% Reduce -3.8% 31,883 $4.7M
Choreo, LLC 0.05% Add +12.9% 31,454 $4.6M
Banque Cantonale Vaudoise 0.19% Reduce -10.2% 31,416 $4.6M
Praxis Investment Management Inc. 0.24% No change 31,287 $4.6M
Louisiana State Employees Retirement System 0.07% No change 31,200 $4.6M
WealthShield Partners, LLC 0.70% Reduce -0.6% 31,036 $4.5M
Red Spruce Capital, LLC 1.58% Add +0.9% 31,104 $4.5M
Oarsman Capital, Inc. 0.48% Add +1.3% 31,033 $4.5M
AdvisorNet Financial, Inc 0.21% Reduce -6.9% 31,016 $4.5M
United Capital Financial Advisors, LLC 0.03% Add +2.1% 30,999 $4.5M
Jump Financial, LLC 0.04% Reduce -44.0% 30,833 $4.5M
New Mexico Educational Retirement Board 0.11% Add +1.7% 30,413 $4.4M
Trivium Point Advisory, LLC 0.40% New 30,333 $4.4M
Greenwich Wealth Management LLC 0.16% Reduce -0.0% 30,316 $4.4M
University of Texas/Texas Am Investment Management Co. 0.51% Add +99.3% 29,825 $4.4M
Novem Group 0.44% Reduce -13.3% 29,628 $4.3M
Equitable Holdings, Inc. 0.03% Reduce -2.0% 29,494 $4.3M
Brevan Howard Capital Management LP 0.06% New 29,356 $4.3M
Alpha Omega Wealth Management LLC 0.65% Reduce -12.1% 29,212 $4.3M
Huntington National Bank 0.03% Add +0.8% 28,736 $4.2M
Dupree Financial Group, LLC 1.56% New 28,518 $4.2M
ExodusPoint Capital Management, LP 0.04% New 27,882 $4.1M
Bradley Foster & Sargent Inc. 0.06% Reduce -0.4% 27,558 $4.0M
Mediolanum International Funds Ltd 0.03% Reduce -70.3% 28,413 $4.0M
Wealth Intelligence, LLC 1.84% Reduce -2.6% 27,047 $4.0M
Denali Advisors LLC 0.40% New 27,000 $3.9M
Jefferies Financial Group Inc. 0.04% Reduce -94.9% 26,936 $3.9M
Pallas Capital Advisors LLC 0.12% Add +4.9% 26,773 $3.9M
OpenArc Corporate Advisory, LLC 0.05% Reduce -4.6% 26,768 $3.9M
Mutual Advisors, LLC 0.07% Reduce -43.1% 26,684 $3.9M
Meeder Asset Management Inc. 0.20% Add +0.1% 26,636 $3.9M
Kintegral Advisory, LLC 0.31% No change 26,403 $3.9M
Quantbot Technologies LP 0.15% New 26,395 $3.9M
American Assets Investment Management, LLC 0.23% No change 26,200 $3.8M
Savant Capital, LLC 0.01% Add +6.2% 26,116 $3.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.45% Add +2.9% 26,017 $3.8M
Illinois Municipal Retirement Fund 0.04% Reduce -62.3% 25,574 $3.7M
Prudential PLC 0.02% No change 24,707 $3.6M
Trust Co. of Toledo NA 0.30% Add +1.0% 24,617 $3.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -2.0% 24,216 $3.5M
Tokio Marine Asset Management Co. Ltd. 0.11% No change 24,093 $3.5M
Lineweaver Wealth Advisors, LLC 0.42% Add +4.4% 24,000 $3.5M
Principal Securities, Inc. 0.04% Add +11.4% 23,969 $3.5M
RBF Capital, LLC 0.15% No change 23,875 $3.5M
SteelPeak Wealth, LLC 0.09% New 23,591 $3.5M
Vista Investment Partners Ii, LLC 1.35% Reduce -1.1% 23,563 $3.4M
Legacy Bridge, LLC 1.05% Add +1.5% 23,379 $3.4M
Ritholtz Wealth Management 0.05% Add +18.2% 23,281 $3.4M
Gilliland Jeter Wealth Management LLC 0.89% Reduce -2.8% 23,270 $3.4M
Daymark Wealth Partners, LLC 0.08% Reduce -19.4% 23,216 $3.4M
Meeder Advisory Services, Inc. 0.12% Add +6.0% 23,076 $3.4M
WINTON GROUP Ltd 0.11% Reduce -60.3% 22,900 $3.3M
Greenleaf Trust 0.03% Add +1.0% 22,879 $3.3M
King Luther Capital Management Corp. 0.01% Add +3.4% 22,798 $3.3M
AE Wealth Management LLC 0.02% Add +69.7% 22,769 $3.3M
Tocqueville Asset Management L.P. 0.04% Add +0.3% 22,749 $3.3M
GAMMA Investing LLC 0.12% Add +6.0% 22,624 $3.3M
Sagespring Wealth Partners, LLC 0.05% Reduce -1.6% 22,531 $3.3M
Mission Creek Capital Partners, Inc. 0.58% Add +6.4% 27,887 $3.3M
Focus Partners Advisor Solutions, LLC 0.03% Add +1.9% 22,456 $3.3M
Y.D. More Investments Ltd 0.10% New 22,232 $3.2M
B & T Capital Management DBA Alpha Capital Management 0.42% New 22,093 $3.2M
Shelton Capital Management 0.06% Reduce -88.0% 22,040 $3.2M
Perigon Wealth Management, LLC 0.05% Add +14.2% 21,955 $3.2M
Apollon Wealth Management, LLC 0.04% Add +4.2% 21,893 $3.2M
Advisory Services Network, LLC 0.04% Add +5.2% 21,786 $3.2M
KLCM Advisors, Inc. 0.25% Reduce -0.3% 21,701 $3.2M
Private Advisor Group, LLC 0.01% Reduce -14.9% 21,624 $3.2M
Meiji Yasuda Asset Management Co Ltd. 0.14% Add +4.8% 21,597 $3.2M
EP Wealth Advisors, LLC 0.01% Add +52.1% 21,478 $3.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +1.8% 21,447 $3.1M
Chemung Canal Trust Co. 0.57% Reduce -1.5% 21,002 $3.1M
KCM Investment Advisors LLC 0.09% Reduce -2.6% 20,995 $3.1M
Integrated Wealth Concepts LLC 0.02% Add +19.9% 20,896 $3.1M
Radnor Capital Management, LLC 0.43% Reduce -4.8% 20,757 $3.0M
Blair William & Co. 0.01% Add +16.7% 20,633 $3.0M
Summit Asset Management, LLC 0.38% Add +0.1% 20,520 $3.0M
Brown Brothers Harriman & Co. 0.01% Add +26.6% 20,380 $3.0M
Arkadios Wealth Advisors 0.04% Reduce -3.3% 20,028 $2.9M
Uncommon Cents Investing LLC 0.63% Reduce -1.9% 19,947 $2.9M
Iowa State Bank 0.49% Reduce -0.2% 19,914 $2.9M
Ostrum Asset Management 0.14% Reduce -8.6% 19,823 $2.9M
Insight Inv LLC 1.35% Reduce -3.8% 19,609 $2.9M
Global Retirement Partners, LLC 0.04% — 19,520 $2.9M
National Bank of Canada 0.00% Add +8.7% 19,504 $2.9M
Anchor Capital Advisors LLC 0.08% Reduce -1.3% 19,495 $2.8M
Badgley Phelps Wealth Managers, LLC 0.05% Add +0.4% 19,460 $2.8M
Commerzbank Aktiengesellschaft 0.06% Add +45.7% 19,434 $2.8M
Rothschild Investment LLC 0.11% Add +334.1% 19,376 $2.8M
Brighton Jones LLC 0.05% Add +11.8% 19,104 $2.8M
Sierra Summit Advisors LLC 0.31% Reduce -0.3% 19,073 $2.8M
Fiduciary Trust Co 0.03% Add +0.7% 19,042 $2.8M
Bessemer Group Inc. 0.00% Add +2.8% 18,964 $2.8M
Stratos Wealth Partners, LTD. 0.03% Add +7.8% 18,887 $2.8M
Metis Global Partners, LLC 0.06% Reduce -14.1% 18,775 $2.7M
D.A. Davidson & Co. 0.02% Add +0.4% 18,710 $2.7M
Osmosis Investment Management UK Ltd 0.13% Add +629.2% 18,616 $2.7M
NewEdge Wealth, LLC 0.03% Add +4.4% 18,568 $2.7M
Smith Salley Wealth Management 0.12% Add +5.9% 18,509 $2.7M
Mufg Securities Americas Inc. 0.14% Add +8.5% 18,376 $2.7M
Kingswood Wealth Advisors, LLC 0.11% Add +2.8% 18,338 $2.7M
TMB Capital Partners, LLC 0.83% Reduce -6.4% 18,286 $2.7M
North Dakota State Investment Board 0.11% Reduce -4.8% 18,201 $2.7M
PFG Investments, LLC 0.10% Reduce -0.9% 18,120 $2.6M
Loomis Sayles & Co. L P 0.00% Reduce -30.9% 18,092 $2.6M
Mirae Asset Securities (usa) Inc. 0.12% Reduce -36.8% 18,061 $2.6M
Oak Thistle LLC 0.25% Reduce -2.8% 18,056 $2.6M
Phoenix Financial Ltd. 0.02% Reduce -4.2% 17,940 $2.6M
Phoenix Wealth Advisors 0.88% Reduce -2.3% 17,862 $2.6M
Peterson Wealth Services 0.57% Reduce -1.5% 17,829 $2.6M
Studio Investment Management LLC 0.44% Reduce -1.9% 17,729 $2.6M
West Michigan Advisors, LLC 0.49% Reduce -4.3% 17,728 $2.6M
Atria Investments, Inc 0.03% Reduce -35.6% 17,731 $2.6M
Walleye Trading LLC 0.04% Reduce -69.1% 17,662 $2.6M
Independent Advisor Alliance 0.06% Reduce -27.5% 17,573 $2.6M
Winthrop Partners - WNY, LLC 1.27% Add +1.2% 17,561 $2.6M
Genus Capital Management Inc. 0.25% Reduce -0.3% 17,537 $2.6M
Cornerstone Enterprises, LLC 1.17% Add +6.6% 17,496 $2.6M
Chicago Partners Investment Group LLC 0.05% Add +33.5% 17,802 $2.6M
Lombard Odier Asset Management (Switzerland) SA 0.08% Reduce -1.7% 17,250 $2.5M
Glenmede Trust Co. NA 0.01% Reduce -59.0% 17,195 $2.5M
NorthCrest Asset Manangement, LLC 0.06% Add +6.9% 17,795 $2.5M
Assetmark, Inc. 0.00% Add +2.2% 17,102 $2.5M
Allworth Financial LP 0.01% Add +56.2% 16,856 $2.5M
Whitaker-Myers Wealth Managers, LTD. 0.41% Add +17.3% 16,807 $2.5M
Exchange Traded Concepts, LLC 0.01% Add +31.4% 16,703 $2.4M
Quadrant Capital Group LLC 0.07% Add +0.7% 16,402 $2.4M
Curat Global, LLC 1.95% Reduce -35.4% 9,495 $2.4M
Prime Capital Investment Advisors, LLC 0.02% Reduce -5.7% 16,305 $2.4M
J.W. Cole Advisors, Inc. 0.04% Add +23.3% 16,084 $2.4M
Kentucky Retirement Systems Insurance Trust Fund 0.14% Reduce -7.7% 16,036 $2.3M
B. Riley Wealth Advisors, Inc. 0.13% Add +1.2% 16,606 $2.3M
Picton Mahoney Asset Management 0.02% Add +117.3% 15,931 $2.3M
Voleon Capital Management LP 0.04% Add +454.4% 15,900 $2.3M
Capital Fund Management S.A. 0.02% Reduce -55.0% 15,628 $2.3M
Coldstream Capital Management Inc. 0.03% Reduce -15.8% 15,588 $2.3M
Securian Asset Management, Inc. 0.08% Reduce -1.9% 16,207 $2.3M
Waverly Advisors, LLC 0.01% Add +11.9% 15,555 $2.3M
Advisors Management Group Inc. 0.37% Reduce -13.3% 15,482 $2.3M
V-Square Quantitative Management LLC 0.21% Reduce -52.4% 15,453 $2.3M
Broad Peak Investment Advisers Pte Ltd 0.41% New 15,400 $2.3M
Navalign, LLC 0.51% Add +1.1% 15,075 $2.2M
CrossGen Wealth, LLC 1.69% Reduce -0.3% 14,891 $2.2M
Sax Wealth Advisors, LLC 0.09% Add +3.3% 16,547 $2.2M
Ferguson Wellman Capital Management, Inc. 0.03% Add +0.4% 14,819 $2.2M
CX Institutional 0.06% Add +0.5% 14,779 $2.2M
Aspen Investment Management Inc 0.58% Reduce -0.3% 14,730 $2.2M
Signaturefd, LLC 0.03% Add +2.1% 14,683 $2.1M
Norway Savings Bank 0.90% Reduce -0.4% 14,636 $2.1M
Farther Finance Advisors, LLC 0.02% Add +0.8% 14,650 $2.1M
Harrington Investments, INC 1.04% Reduce -9.2% 14,630 $2.1M
Wahed Invest LLC 0.22% Reduce -7.3% 14,568 $2.1M
AlphaCore Capital LLC 0.04% Add +15.9% 14,335 $2.1M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -1.7% 14,207 $2.1M
Dnca Finance 0.10% Add +51.6% 14,025 $2.0M
Siemens Fonds Invest GmbH 0.10% Add +1.6% 13,839 $2.0M
Brown Advisory Inc. 0.00% Reduce -4.6% 13,838 $2.0M
Wedbush Securities Inc. 0.05% Reduce -2.4% 13,821 $2.0M
Dynamic Technology Lab Private Ltd 0.45% New 13,724 $2.0M
Midwest Trust Co 0.02% Reduce -7.1% 13,686 $2.0M
Palisade Asset Management, LLC 0.18% Reduce -9.3% 13,599 $2.0M
Parallel Advisors, LLC 0.03% Add +32.2% 13,591 $2.0M
Citizens Financial Group Inc. 0.02% Add +25.3% 13,548 $2.0M
Marietta Investment Partners LLC 0.34% Reduce -0.2% 13,542 $2.0M
NLB Skladi, upravljanje premozenja, d.o.o. 0.07% Reduce -6.3% 13,536 $2.0M
Dymon Asia Capital (singapore) Pte. LTD. 0.32% Reduce -26.0% 13,400 $2.0M
Moors & Cabot, Inc. 0.08% Reduce -1.4% 13,232 $1.9M
TD Private Client Wealth LLC 0.04% Add +14.1% 13,228 $1.9M
Beese Fulmer Investment Management, Inc. 0.11% Add +12.0% 13,224 $1.9M
Machina Capital S.A.S. 0.30% Add +166.1% 13,114 $1.9M
Syon Capital LLC 0.08% Add +3.0% 13,100 $1.9M
Lazard Freres Gestion S.A.S. 0.03% Reduce -11.5% 13,085 $1.9M
Invera Wealth Advisors, LLC 1.02% Reduce -8.6% 13,078 $1.9M
Fulton Bank, N.A. 0.06% Add +0.5% 13,007 $1.9M
Ballentine Partners, LLC 0.02% Add +2.0% 13,004 $1.9M
Bridges Investment Management Inc. 0.02% Add +51.6% 12,989 $1.9M
Plato Investment Management Ltd 0.11% Reduce -2.0% 13,023 $1.9M
Magnolia Capital Advisors LLC 0.32% Reduce -5.6% 12,917 $1.9M
Lester Murray Antman dba SimplyRich 0.43% No change 12,603 $1.8M
Diversified Trust Co. 0.03% Add +1.2% 12,496 $1.8M
Vestcor Inc 0.04% No change 12,407 $1.8M
Burney Co./ 0.05% Add +9.2% 12,328 $1.8M
Strategic Investment Advisors / MI 0.11% Add +61.5% 12,291 $1.8M
HCR Wealth Advisors 0.16% Add +10.2% 12,282 $1.8M
Berkeley Capital Partners, LLC 0.37% Add +2.0% 12,199 $1.8M
Cornerstone National Bank & Trust Co 0.60% Reduce -10.0% 12,233 $1.8M
PDT Partners, LLC 0.09% New 12,100 $1.8M
Culbertson A N & Co. Inc. 0.21% No change 12,086 $1.8M
Quadcap Wealth Management, LLC 0.17% Add +1.8% 12,081 $1.8M
IFP Advisors, Inc 0.03% Add +10.6% 12,053 $1.8M
Fifth Third Wealth Advisors LLC 0.05% Add +8.3% 12,041 $1.8M
Iat Reinsurance Co. LTD. 1.39% No change 11,937 $1.7M
Fiduciary Group, LLC 0.14% Reduce -3.0% 11,926 $1.7M
Sterling Capital Management LLC 0.03% Add +20.1% 11,882 $1.7M
Level Four Advisory Services, LLC 0.05% Reduce -7.4% 11,860 $1.7M
Convergence Investment Partners, LLC 0.16% Reduce -2.4% 11,851 $1.7M
Landaas & Co. /Wi 0.31% New 11,824 $1.7M
Bristlecone Value Partners, LLC 1.38% Reduce -0.5% 11,757 $1.7M
Cresset Asset Management, LLC 0.01% Reduce -9.7% 11,702 $1.7M
Azzad Asset Management Inc. 0.15% Reduce -30.8% 11,708 $1.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Add +2.0% 11,692 $1.7M
AlphaStar Capital Management, LLC 0.11% Reduce -2.2% 11,635 $1.7M
Atlas Brown,Inc. 0.46% No change 11,609 $1.7M
Mather Group, Llc. 0.01% Add +3.5% 11,557 $1.7M
1ST Source Bank 0.08% No change 11,368 $1.7M
Heritage Wealth Management, Inc. 0.41% Reduce -1.7% 11,275 $1.6M
Sivia Capital Partners, LLC 0.20% Add +6.5% 11,193 $1.6M
Axq Capital, LP 0.18% Add +386.2% 11,164 $1.6M
NFSG Corp 0.20% Reduce -1.9% 11,163 $1.6M
Hilltop Holdings Inc. 0.13% Add +23.0% 11,151 $1.6M
Qtron Investments LLC 0.22% Add +3.0% 11,122 $1.6M
Continuum Advisory, LLC 0.13% Add +545.6% 11,052 $1.6M
Evergreen Capital Management LLC 0.03% Reduce -0.3% 10,968 $1.6M
Bull Harbor Capital LLC 0.31% Add +43.0% 10,965 $1.6M
Csenge Advisory Group 0.07% Add +37.3% 10,956 $1.6M
Goldstein Advisors, LLC 0.15% Add +0.2% 10,907 $1.6M
Krilogy Financial LLC 0.05% Add +19.0% 10,874 $1.6M
Winthrop Capital Management, LLC 0.38% Add +0.3% 10,848 $1.6M
G&S Capital LLC 0.46% Reduce -1.5% 10,771 $1.6M
Farmers & Merchants Trust Co of Chambersburg PA 0.39% Reduce -0.0% 10,603 $1.5M
Ashton Thomas Private Wealth, LLC 0.03% Reduce -1.5% 10,543 $1.5M
Lazard Asset Management LLC 0.00% New 10,516 $1.5M
Foresight Group Ltd Liability Partnership 0.27% No change 10,379 $1.5M
Lyell Wealth Management, LP 0.09% No change 10,341 $1.5M
Compound Planning, Inc. 0.04% Add +0.7% 10,329 $1.5M
Stonebrook Private Inc. 0.28% Reduce -2.3% 10,326 $1.5M
Regents Gate Capital LLP 2.00% New 10,277 $1.5M
TKG Advisors, LLC 0.52% Add +0.2% 10,224 $1.5M
Trium Capital LLP 0.94% Reduce -12.7% 10,196 $1.5M
Secured Retirement Advisors, LLC 0.76% Add +2.5% 10,196 $1.5M
Blue Jean Financial LLC 1.03% Add +1.7% 10,166 $1.5M
Kingsview Wealth Management, LLC 0.02% Add +89.3% 10,081 $1.5M
CWC Advisors, LLC. 0.65% Reduce -2.7% 10,060 $1.5M
Birmingham Capital Management Co. Inc. 0.56% No change 10,005 $1.5M
Aspire Private Capital, LLC 0.30% New 9,958 $1.5M
Wedmont Private Capital 0.04% Add +3.2% 10,182 $1.5M
Retirement Planning Group, LLC 0.04% Reduce -12.1% 9,918 $1.4M
McDonald Partners LLC 0.35% Reduce -25.0% 9,894 $1.4M
Matisse Capital 0.57% No change 9,705 $1.4M
Financial Management Professionals, Inc. 0.13% Add +0.2% 9,534 $1.4M
Bosman Wealth Management, LLC 0.86% Add +365.6% 9,488 $1.4M
Dara Capital Us, Inc. 0.93% Add +35.4% 9,252 $1.4M
Entropy Technologies, LP 0.05% Reduce -88.1% 9,227 $1.3M
Summit Financial, LLC 0.01% Add +5.0% 9,200 $1.3M
Benjamin Edwards Inc. 0.01% Reduce -1.3% 9,139 $1.3M
Evolve Private Wealth, LLC 0.08% Add +15.2% 9,115 $1.3M
CMH Wealth Management LLC 0.20% Reduce -1.4% 9,092 $1.3M
Nwam LLC 0.07% Add +2.5% 9,000 $1.3M
RiverFront Investment Group, LLC 0.02% Add +11.2% 8,987 $1.3M
Lecap Asset Management Ltd. 0.56% New 8,919 $1.3M
Heartland Bank & Trust Co 0.27% Reduce -1.1% 8,905 $1.3M
Smartleaf Asset Management LLC 0.04% No change 9,258 $1.3M
Frank, Rimerman Advisors LLC 0.07% Add +0.6% 8,879 $1.3M
Americana Partners, LLC 0.03% Add +2.4% 8,879 $1.3M
Verdence Capital Advisors LLC 0.07% Add +43.8% 8,857 $1.3M
Snowden Capital Advisors LLC 0.03% Reduce -8.6% 8,829 $1.3M
Widmann Financial Services, Inc. 0.69% Reduce -0.6% 8,769 $1.3M
Fi3 FINANCIAL ADVISORS, LLC 0.30% Add +57.5% 4,914 $1.2M
Prospera Financial Services Inc 0.02% Reduce -4.6% 8,486 $1.2M
First Interstate Bank 0.06% Reduce -9.5% 8,490 $1.2M
Versant Capital Management, Inc 0.11% Reduce -0.8% 8,489 $1.2M
Blue Trust, Inc. 0.01% Add +6.2% 8,468 $1.2M
Smithfield Trust Co 0.05% Reduce -2.7% 8,456 $1.2M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -1.4% 8,420 $1.2M
Catherine Avery Investment Management LLC 0.53% Reduce -6.0% 8,343 $1.2M
Balefire, LLC 0.20% New 8,271 $1.2M
Spirit of America Management Corp. 0.23% No change 8,253 $1.2M
Hantz Financial Services, Inc. 0.02% Add +1.2% 8,202 $1.2M
Hurlow Wealth Management Group, Inc. 0.25% Add +0.5% 8,169 $1.2M
TrueWealth Advisors, LLC 0.27% Add +1.7% 8,119 $1.2M
Johnson Financial Group, Inc. 0.04% Reduce -0.2% 8,049 $1.2M
Jackson Creek Investment Advisors LLC 0.39% Reduce -1.5% 8,040 $1.2M
Prescott Group Capital Management, L.L.C. 0.10% No change 8,000 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -5.3% 7,979 $1.2M
Saxon Interests, Inc. 0.32% Reduce -7.1% 7,941 $1.2M
Peregrine Asset Advisers, Inc. 0.25% Reduce -48.9% 7,894 $1.2M
First Financial Corp. 0.40% Reduce -4.7% 7,882 $1.2M
Vinva Investment Management Ltd 0.01% Reduce -12.8% 8,191 $1.2M
1620 Investment Advisors, Inc. 0.71% Reduce -0.3% 7,867 $1.1M
Kera Capital Partners, Inc. 0.11% Add +20.4% 7,866 $1.1M
Proficio Capital Partners LLC 0.04% Add +127.9% 7,827 $1.1M
Frec Markets, Inc. 0.10% Add +38.6% 7,812 $1.1M
EFG International AG 0.02% Add +196.3% 7,733 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +9.4% 7,724 $1.1M
Texas Bank & Trust Co 0.37% Reduce -3.4% 7,656 $1.1M
Polymer Capital Management (US) LLC 0.17% Reduce -48.6% 7,652 $1.1M
Inscription Capital, LLC 0.10% Add +23.3% 7,578 $1.1M
John G Ullman & Associates Inc. 0.13% Add +1.0% 7,575 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.40% No change 7,484 $1.1M
Larson Financial Group LLC 0.03% Add +66.7% 7,477 $1.1M
Waddell & Associates, LLC 0.05% Add +16.1% 7,459 $1.1M
Harris Associates (Oakmark Funds) 0.00% No change 7,350 $1.1M
Aprio Wealth Management, LLC 0.05% Add +0.1% 7,345 $1.1M
Invst, LLC 0.10% Reduce -1.1% 7,333 $1.1M
Venturi Wealth Management, LLC 0.04% Add +2.0% 7,319 $1.1M
Keyes, Stange & Wooten Wealth Management, LLC 0.43% Reduce -2.3% 7,300 $1.1M
Aaron Wealth Advisors LLC 0.05% Reduce -9.6% 7,280 $1.1M
Ascent Group, LLC 0.03% Add +15.9% 7,266 $1.1M
Greenland Capital Management LP 0.23% Reduce -2.0% 7,250 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -40.7% 7,240 $1.1M
Abacus Wealth Partners, LLC 0.11% Reduce -30.7% 7,200 $1.1M
Parkside Financial Bank & Trust 0.07% Reduce -1.6% 7,167 $1.0M
Seros Financial, LLC 0.54% No change 7,100 $1.0M
Centiva Capital, LP 0.04% Add +88.4% 7,088 $1.0M
Bollard Group LLC 0.03% Add +23.2% 7,042 $1.0M
Crestwood Advisors Group, LLC 0.02% Add +18.3% 7,025 $1.0M
Pine Valley Investments Ltd Liability Co 0.04% Add +0.6% 6,989 $1.0M
Fideuram Asset Management (Ireland) dac 0.02% Reduce -74.3% 7,094 $1.0M
Integrated Advisors Network LLC 0.05% Add +30.3% 6,873 $1.0M
Brookstone Capital Management 0.01% Add +119.9% 6,867 $1.0M
Diversified Management Inc. 0.21% Reduce -17.3% 6,813 $995K
Tower Research Capital LLC (TRC) 0.02% Reduce -70.6% 6,810 $995K
Bayesian Capital Management, LP 0.64% New 6,800 $994K
Savvy Advisors, Inc. 0.02% Add +15.0% 6,781 $991K
Alps Advisors Inc. 0.00% New 6,778 $990K
Mission Wealth Management, LP 0.01% Add +114.7% 6,741 $985K
Northwest & Ethical Investments L.P. 0.02% Reduce -44.2% 6,738 $984K
Kathmere Capital Management, LLC 0.05% Add +44.9% 6,728 $983K
Fiduciary Family Office, LLC 0.24% New 6,678 $976K
Virtu Financial LLC 0.03% New 6,671 $975K
Partners Capital Investment Group, LLP 0.03% Reduce -39.1% 6,504 $950K
Premier Path Wealth Partners, LLC 0.11% Add +9.8% 6,480 $947K
IHT Wealth Management, LLC 0.02% Add +40.7% 6,470 $945K
Regions Financial Corp. 0.01% Add +9.2% 6,427 $939K
Outlook Wealth Advisors, LLC 0.20% Reduce -1.4% 6,435 $937K
Lee Johnson Capital Management, LLC 0.29% Reduce -0.9% 6,359 $929K
CV Advisors LLC 0.18% New 6,351 $928K
Bank of Hawaii 0.05% Reduce -15.8% 6,333 $925K
Strategy Asset Managers LLC 0.14% Reduce -2.1% 6,331 $925K
Zacks Investment Management 0.01% Reduce -4.3% 6,312 $922K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -91.5% 6,301 $921K
EverSource Wealth Advisors, LLC 0.03% Reduce -17.2% 6,292 $919K
Everhart Financial Group, Inc. 0.06% Reduce -16.9% 6,283 $918K
Essex Financial Services, Inc. 0.05% Reduce -0.6% 6,234 $911K
Interchange Capital Partners, LLC 0.17% Add +165.1% 6,216 $908K
Arjuna Capital 0.20% Reduce -0.5% 6,190 $904K
Profund Advisors LLC 0.02% Add +2.7% 6,170 $901K
Checchi Capital Advisers, LLC 0.06% Reduce -1.4% 6,156 $899K
Avestar Capital, LLC 0.05% Reduce -13.0% 6,108 $892K
Altfest L J & Co. Inc. 0.09% No change 6,028 $881K
Argyle Capital Partners, LLC 0.55% No change 5,965 $872K
Stock Yards Bank & Trust Co. 0.02% Reduce -0.9% 5,942 $868K
Flputnam Investment Management Co. 0.01% Add +5.0% 5,848 $854K
West Family Investments, Inc. 0.25% Add +255.3% 5,791 $846K
Peapack Gladstone Financial Corp. 0.01% Reduce -0.2% 5,755 $841K
PCM Encore, LLC 0.15% Reduce -3.4% 5,749 $840K
Cigna Investments Inc. 0.11% Reduce -1.3% 5,746 $839K
Confluence Wealth Services, Inc. 0.02% Add +37.7% 5,677 $829K
Certuity, LLC 0.04% Add +7.0% 5,675 $829K
Indiana Trust & Investment Management Co 0.23% Reduce -10.9% 5,665 $828K
Insigneo Advisory Services, LLC 0.03% Reduce -12.2% 5,663 $827K
Intesa Sanpaolo Wealth Management 0.16% Add +493.6% 5,592 $817K
Pointe Capital Management LLC 0.36% No change 5,564 $813K
Annex Advisory Services, LLC 0.01% Add +57.9% 5,546 $810K
Turtle Creek Wealth Advisors, LLC 0.04% Add +1.1% 5,505 $804K
Trustco Bank Corp. N Y 0.58% Add +4.8% 5,488 $802K
Cullen/Frost Bankers, Inc. 0.01% Add +0.2% 5,484 $801K
VestGen Advisors, LLC 0.02% Add +7.3% 5,470 $799K
First City Capital Management, Inc. 0.39% No change 5,469 $799K
Founders Financial Alliance, LLC 0.11% Reduce -2.5% 5,464 $798K
Optas, LLC 0.11% Reduce -1.0% 5,425 $793K
Walleye Capital LLC 0.00% Reduce -96.5% 5,386 $787K
Philadelphia Investment Partners, LLC 0.49% No change 5,150 $780K
Twin Capital Management Inc. 0.09% Add +0.1% 5,331 $779K
Meridian Investment Counsel Inc. 0.17% Reduce -2.6% 5,273 $770K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.8% 5,260 $769K
Transcend Capital Advisors, LLC 0.05% Add +42.8% 5,259 $768K
Parcion Private Wealth LLC 0.04% Add +35.7% 5,221 $763K
Valeo Financial Advisors, LLC 0.02% Add +13.1% 5,221 $761K
GWN Securities Inc. 0.13% Reduce -2.4% 5,162 $754K
SVB Wealth LLC 0.05% Reduce -1.3% 5,147 $752K
Cypress Financial Planning LLC 0.18% No change 5,134 $750K
Harbour Investments, Inc. 0.01% Add +2.9% 5,131 $750K
Nicolet Bankshares Inc. 0.02% Add +45.3% 5,201 $747K
Wealthspire Advisors, LLC 0.00% Add +49.3% 5,094 $744K
SageView Advisory Group, LLC 0.02% Reduce -6.0% 5,093 $744K
Gsa Capital Partners LLP 0.05% Reduce -68.5% 5,079 $742K
Resonant Capital Advisors, LLC 0.04% Add +1.5% 5,063 $742K
Bright Futures Wealth Management, LLC. 0.48% No change 5,064 $740K
Hancock Whitney Corp. 0.01% Reduce -2.0% 5,062 $740K
Knights of Columbus Asset Advisors LLC 0.04% Reduce -7.1% 5,055 $739K
Davis R M Inc. 0.01% No change 5,000 $733K
Blake Schutter Theil Wealth Advisors, LLC 0.49% No change 4,997 $730K
Boston Family Office LLC 0.04% No change 4,955 $724K
Headlands Technologies LLC 0.08% Add +64.6% 4,950 $723K
Nvwm, LLC 0.15% Add +0.6% 4,935 $721K
Dorsey & Whitney Trust CO LLC 0.03% Add +3.6% 4,889 $714K
Soltis Investment Advisors LLC 0.04% Add +35.1% 4,879 $713K
Seeds Investor LLC 0.07% Reduce -14.4% 4,850 $709K
Bailard, Inc. 0.01% No change 4,828 $705K
Triad Wealth Partners, LLC 0.04% Add +30.3% 4,818 $705K
Dynamic Advisor Solutions LLC 0.02% Reduce -3.3% 4,804 $702K
Clearwave Capital, LLC 0.39% Add +0.2% 4,784 $699K
Western Financial Corp 0.20% Add +10.1% 4,757 $695K
Institute for Wealth Management, LLC. 0.06% Add +0.3% 4,753 $694K
Edmond DE Rothschild Holding S.A. 0.01% Add +177.8% 4,742 $693K
State of Wyoming 0.07% New 4,736 $692K
HM Payson & Co. 0.01% Reduce -25.1% 4,732 $691K
Wedbush Fund Advisers, LLC 0.06% New 4,729 $691K
LVW Advisors, LLC 0.06% Add +87.3% 4,715 $689K
Baron Wealth Management LLC 0.18% Add +1.6% 4,705 $687K
Jackson Square Capital, LLC 0.10% New 4,694 $686K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -5.4% 4,681 $684K
Nations Financial Group Inc, /Ia/ 0.03% Add +1.1% 4,663 $681K
Alteri Wealth LLC 0.19% Add +1.7% 4,652 $680K
BSW Wealth Partners 0.08% Add +19.2% 4,646 $679K
Wealthcare Advisory Partners LLC 0.01% Reduce -3.6% 4,646 $679K
Advisors Asset Management, Inc. 0.01% Reduce -14.7% 4,635 $677K
Rehmann Capital Advisory Group 0.03% Add +3.5% 4,619 $675K
RFG Advisory, LLC 0.01% Add +10.7% 4,547 $664K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +44.5% 4,538 $663K
Valmark Advisers, Inc. 0.01% Add +32.9% 4,521 $661K
Ironwood Investment Counsel, LLC 0.09% Reduce -18.5% 4,505 $658K
CWA Asset Management Group, LLC 0.02% Add +17.4% 4,504 $658K
Angeles Wealth Management, LLC 0.03% Add +9.3% 4,492 $658K
Catalyst Financial Partners LLC 0.07% Add +14.5% 4,497 $657K
Sompo Asset Management Co., Ltd. 0.11% No change 4,490 $656K
Weatherly Asset Management L. P. 0.05% No change 4,463 $653K
Baldwin Investment Management, LLC 0.06% Add +27.6% 4,419 $646K
R Squared Ltd 0.34% Reduce -11.5% 4,395 $642K
Avior Wealth Management, LLC 0.02% Add +3.1% 4,325 $632K
Balboa Wealth Partners 0.09% Add +85.3% 4,322 $631K
Facet Wealth, Inc. 0.01% Add +38.4% 4,311 $630K
Sage Private Wealth Group, LLC 0.28% Add +44.8% 4,295 $628K
One Wealth Advisors, LLC 0.07% No change 4,291 $627K
Clearstead Advisors, LLC 0.01% Add +32.0% 4,290 $627K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +34.7% 4,261 $623K
Capital Investment Advisors, LLC 0.01% Add +8.4% 4,248 $621K
Jacobi Capital Management LLC 0.03% Reduce -12.2% 4,246 $620K
Parvin Asset Management, LLC 0.49% Reduce -1.3% 4,235 $619K
SYM FINANCIAL Corp 0.05% Add +13.9% 4,211 $615K
Montecito Bank & Trust 0.09% No change 4,190 $612K
Trifecta Capital Advisors, LLC 0.08% Add +0.1% 4,178 $610K
MOR Wealth Management, LLC 0.24% New 4,159 $608K
SeaCrest Wealth Management, LLC 0.07% Reduce -50.2% 4,159 $608K
Voya Financial Advisors, Inc. 0.05% Reduce -7.8% 4,291 $603K
Meridian Wealth Management, LLC 0.02% Add +15.0% 4,108 $600K
Harbour Wealth Management Group, Inc. 0.40% Add +0.4% 4,100 $599K
Boltwood Capital Management 0.14% Reduce -2.6% 4,100 $599K
Alta Wealth Advisors LLC 0.16% Add +43.0% 4,067 $594K
Gateway Investment Advisers LLC 0.01% Reduce -21.9% 4,067 $594K
Carr Financial Group Corp 0.14% Add +0.1% 4,065 $594K
Pflug Koory, LLC 0.24% No change 4,057 $593K
Eurizon SLJ Capital Ltd 0.22% Add +115.5% 4,053 $592K
Sumitomo Life Insurance Co. 0.01% Reduce -3.0% 4,051 $592K
Modern Wealth Management, LLC 0.01% Add +60.8% 4,022 $588K
71 West Capital Partners 0.02% Add +47.8% 3,984 $582K
Sfmg, LLC 0.04% Reduce -3.6% 3,976 $581K
AlphaGrep UK Ltd 0.18% Add +116.2% 3,945 $576K
Pinnacle Associates Ltd. 0.01% Add +16.6% 3,942 $576K
Meiji Yasuda Life Insurance Co 0.02% Add +22.9% 3,924 $573K
Auxier Asset Management LLC 0.08% No change 3,922 $573K
Supplemental Annuity Collective Trust of NJ 0.15% Reduce -5.4% 3,913 $572K
Systematic Alpha Investments, LLC 0.02% No change 3,909 $571K
Private Advisory Group LLC 0.03% Add +0.1% 3,906 $571K
Advisors Capital Management, LLC 0.01% Add +0.6% 3,891 $569K
Center for Financial Planning, Inc. 0.05% No change 3,891 $569K
Columbia Bank 0.13% Add +2.6% 3,870 $565K
Norden Group LLC 0.05% Add +2.7% 3,869 $565K
Diversify Advisory Services, LLC 0.01% New 3,868 $555K
Diversify Wealth Management, LLC 0.01% Add +2.0% 3,868 $555K
Aspiriant, LLC 0.01% Add +11.0% 3,784 $553K
LightSquare Wealth Management, LLC 0.38% Reduce -1.2% 3,757 $549K
Fieldview Capital Management, LLC 0.16% Reduce -1.0% 3,751 $548K
Howard Capital Management, LLC 0.01% Add +86.7% 3,714 $543K
Ellenbecker Investment Group 0.06% Reduce -0.5% 3,677 $537K
Diamant Asset Management, Inc. 0.36% Reduce -99.2% 3,669 $536K
Collaborative Fund Advisors, LLC 0.31% New 3,669 $536K
KG Capital Management 0.32% New 3,628 $530K
Kaufman Rossin Wealth, LLC 0.25% No change 3,770 $530K
Clear Wave Wealth Management LLC 0.12% Add +1.4% 3,622 $529K
Campbell Newman Asset Management Inc. 0.04% No change 3,600 $526K
IAG Wealth Partners, LLC 0.05% Add +14.1% 3,598 $526K
Penserra Capital Management LLC 0.00% Reduce -3.2% 3,590 $524K
HighPoint Advisor Group LLC 0.02% Add +10.1% 3,582 $523K
TRB Wealth Management, LLC 0.07% No change 3,576 $522K
Simplicity Wealth,LLC 0.02% Add +15.4% 3,563 $521K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -2.4% 3,559 $520K
Impact Capital Partners LLC 0.14% Reduce -5.2% 3,528 $515K
IVC Wealth Advisors LLC 0.20% No change 3,522 $515K
Foundations Investment Advisors, LLC 0.01% Add +19.3% 3,517 $514K
BKM Wealth Management, LLC 0.18% No change 3,510 $513K
Compagnie Lombard Odier SCmA 0.01% No change 3,500 $511K
L2 Asset Management, LLC 0.05% Add +5.8% 3,493 $510K
Moneco Advisors, LLC 0.03% Add +3.3% 3,473 $507K
OneAscent Financial Services LLC 0.02% Reduce -9.8% 3,462 $506K
World Equity Group, Inc. 0.11% Reduce -9.4% 3,456 $505K
GeoWealth Management, LLC 0.02% Add +68.3% 3,452 $504K
Simmons Bank 0.03% Add +10.1% 3,451 $504K
Westover Capital Advisors, LLC 0.08% Add +42.4% 3,440 $503K
Pure Financial Advisors, LLC 0.01% Add +11.8% 3,437 $502K
HBK Sorce Advisory LLC 0.01% Add +2.4% 3,267 $502K
Essential Partners LLC 0.23% Reduce -72.0% 3,425 $500K
Blue Chip Partners, LLC 0.03% Add +0.3% 3,404 $497K
Abel Hall, LLC 0.09% Add +0.0% 3,393 $496K
Oxford Asset Management LLP 0.24% Reduce -20.5% 3,385 $495K
Kearns & Associates LLC 0.23% Reduce -9.4% 3,375 $493K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.5% 3,344 $489K
SMART Wealth LLC 0.10% New 3,328 $486K
Blue Square Asset Management, LLC 0.20% No change 3,315 $484K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 3,301 $482K
SmartHarvest Portfolios, LLC 0.16% Add +20.6% 3,290 $481K
Empower Advisory Group, LLC 0.00% Add +10.9% 3,282 $480K
Curi Capital, LLC 0.01% Reduce -21.4% 3,255 $477K
Rwa Wealth Partners, LLC 0.00% Add +81.0% 3,263 $477K
UMB Bank, n.a. 0.01% Reduce -7.4% 3,258 $476K
Founders Financial Securities LLC 0.02% Reduce -7.1% 3,253 $475K
Intrua Financial, LLC 0.04% No change 3,251 $475K
Cambria Investment Management, L.P. 0.02% New 3,248 $475K
Kestra Investment Management, LLC 0.01% Reduce -40.0% 3,242 $474K
Cidel Asset Management Inc. 0.02% No change 3,222 $471K
Lifeworks Advisors, LLC 0.05% Reduce -15.5% 3,214 $470K
Cyndeo Wealth Partners, LLC 0.02% Add +23.2% 3,204 $468K
Fidelis Capital Partners, LLC 0.03% Add +2.1% 3,198 $467K
Modera Wealth Management, LLC 0.01% Add +1.8% 3,197 $467K
Central Valley Advisors, LLC 0.12% Reduce -0.1% 3,196 $467K
Axxion S.A. 0.03% — 3,194 $467K
ARS Wealth Advisors Group, LLC 0.04% Add +62.7% 3,193 $467K
Evercore Wealth Management, LLC 0.01% Reduce -3.5% 3,188 $466K
Marble Wealth, LLC 0.07% Add +0.2% 3,186 $465K
Avidian Wealth Enterprises, LLC 0.01% Add +3.5% 3,182 $465K
PDS Planning, Inc 0.03% Reduce -0.1% 3,181 $465K
Evelyn Partners Group Ltd 0.01% — 3,172 $463K
SC&H Financial Advisors, Inc. 0.06% Add +0.3% 3,156 $461K
Morse Asset Management, Inc 0.08% Reduce -13.7% 3,150 $460K
Cornerstone Wealth Group, LLC 0.03% Add +10.6% 3,131 $458K
American Investment Services, Inc. 0.10% No change 3,130 $457K
Integrity Alliance, Llc. 0.01% Reduce -1.8% 3,125 $457K
Koshinski Asset Management, Inc. 0.02% Reduce -0.1% 3,116 $455K
Avantra Family Wealth, Inc. 0.29% Add +1.2% 3,115 $455K
Alpha Family Trust 0.18% No change 3,115 $455K
First Horizon Corp. 0.02% No change 3,090 $451K
First Manhattan Co. Llc. 0.00% Add +24.2% 3,077 $451K
Personal Cfo Solutions, LLC 0.07% Reduce -15.1% 3,068 $450K
Brookwood Investment Group LLC 0.05% Reduce -40.4% 3,077 $450K
YHB Investment Advisors, Inc. 0.03% Add +2.6% 3,076 $449K
Millstone Evans Group, LLC 0.24% Reduce -10.3% 3,073 $449K
Wrapmanager Inc. 0.14% Reduce -0.3% 3,051 $446K
Signal Advisors Wealth, LLC 0.02% Add +58.4% 3,047 $445K
Rothschild Wealth LLC 0.04% Add +10.0% 3,047 $445K
Allegiance Financial Group Advisory Services LLC 0.08% Add +2.7% 3,036 $445K
Meadow Creek Wealth Advisors LLC 0.27% Reduce -0.3% 3,030 $443K
Legacy Solutions, LLC 0.36% Add +0.2% 3,027 $442K
Berkshire Asset Management LLC 0.02% No change 3,017 $441K
Clark Capital Management Group, Inc. 0.00% Add +5.0% 3,015 $441K
Mowery & Schoenfeld Wealth Management, LLC 0.60% No change 3,010 $440K
Natural Investments, LLC 0.10% Add +2.5% 3,008 $439K
First Pacific Financial 0.05% Reduce -7.3% 2,995 $438K
Two Sigma Securities, LLC 0.04% Reduce -45.5% 2,990 $437K
Hengehold Capital Management LLC 0.03% Reduce -19.3% 2,990 $437K
Investment Research Partners LLC 0.15% Add +19.4% 2,985 $436K
Williams Jones Wealth Management, LLC. 0.00% Add +2.4% 2,985 $436K
LRI Investments, LLC 0.03% Add +0.5% 2,973 $434K
Conning Inc. 0.01% Reduce -2.9% 2,959 $432K
Guilbault Capital LLC 0.43% No change 2,957 $432K
USS Investment Management Ltd 0.00% Reduce -94.1% 2,953 $431K
First Financial Bank - Trust Division 0.03% Add +0.7% 2,952 $431K
Steadtrust LLC 0.22% Add +5.4% 2,951 $431K
apricus wealth, LLC 0.21% No change 2,946 $430K
Colonial River Investments, LLC 0.12% Reduce -23.2% 2,940 $430K
Quarry LP 0.07% Add +17.9% 2,936 $429K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +0.1% 2,933 $429K
1900 Wealth Management LLC 0.02% Add +54.1% 2,927 $428K
Xxi Wealth, LLC 0.20% Add +31.6% 2,916 $426K
Curbstone Financial Management Corp 0.07% New 2,912 $425K
Richmond Investment Services, LLC 0.13% Reduce -57.2% 2,909 $425K
Advisory Alpha, LLC 0.01% Add +0.7% 2,896 $423K
Capstone Wealth Management, LLC 0.20% New 2,893 $423K
United Asset Strategies, Inc. 0.03% Add +11.9% 2,893 $423K
Legacy Financial Independent Advisors LLC 0.20% Reduce -4.1% 2,892 $423K
Grove Bank & Trust 0.04% Reduce -6.0% 2,892 $423K
Keel Point, LLC 0.02% Add +31.1% 2,875 $420K
Vigilare Wealth Management 0.13% Add +1.0% 2,870 $419K
Fourpath Capital Management, LLC 0.06% Reduce -11.3% 2,868 $419K
Symmetry Partners, LLC 0.02% Add +7.0% 2,833 $414K
Pettyjohn, Wood & White, Inc. 0.06% No change 2,819 $412K
Ashton Thomas Securities, LLC 0.06% Reduce -1.5% 2,828 $412K
RFG - Bristol Wealth Advisors, LLC 0.10% No change 2,816 $411K
Sowell Financial Services LLC 0.01% Add +16.9% 2,803 $410K
CVA Family Office, LLC 0.04% Add +0.1% 2,800 $409K
Baader Bank Aktiengesellschaft 0.03% Reduce -7.8% 2,799 $409K
MCF Advisors LLC 0.01% No change 2,778 $407K
Cottage Street Advisors LLC 0.16% Reduce -12.6% 2,782 $406K
Raleigh Capital Management Inc. 0.13% Add +3024.7% 2,781 $406K
Family Investment Center, Inc. 0.07% New 2,778 $406K
QTR Family Wealth, LLC 0.14% Add +32.5% 2,755 $403K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +27.5% 2,755 $403K
Jackson Thornton Wealth Management, LLC 0.03% Add +57.8% 2,747 $401K
OneAscent Wealth Management LLC 0.12% Reduce -3.2% 2,729 $399K
Todd Asset Management LLC 0.01% Reduce -27.3% 2,723 $398K
Cornerstone Wealth Management, LLC 0.02% Add +0.1% 2,721 $398K
Ascentis Wealth Management, LLC 0.07% Add +27.5% 2,714 $397K
55 North Private Wealth, LLC 0.08% Add +27.7% 2,708 $396K
Venture Visionary Partners LLC 0.01% Add +7.3% 2,707 $396K
Independent Financial Group, LLC 0.01% Add +2.8% 2,704 $395K
Urban Wealth Management, LLC 0.34% Reduce -9.8% 2,699 $394K
South Dakota Investment Council 0.01% No change 2,700 $394K
Leavell Investment Management, Inc. 0.01% Add +1.8% 2,676 $392K
Unify Financial Advisors 0.36% Add +5.6% 2,678 $391K
Fulcrum Equity Management 0.31% Reduce -0.9% 2,662 $389K
GAM Holding AG 0.03% New 2,659 $389K
Gilman Hill Asset Management, LLC 0.05% No change 2,656 $388K
Drive Wealth Management, LLC 0.07% Add +9.2% 2,641 $387K
Jacobs Levy Equity Management, Inc. 0.00% New 2,647 $387K
Atticus Wealth Management, LLC 0.09% Reduce -8.0% 2,645 $386K
Optimize Financial Inc. 0.14% Reduce -0.3% 2,644 $386K
Sound Capital Solutions LLC 0.09% — 2,644 $386K
Kiley Juergens Wealth Management, LLC 0.06% Reduce -3.2% 2,640 $386K
Atlantic Union Bankshares Corp 0.01% Reduce -1.8% 2,624 $383K
Root Financial Partners, LLC 0.01% Add +65.3% 2,616 $382K
Richard W. Paul & Associates, LLC 0.12% Add +7300.0% 2,590 $378K
Douglass Winthrop Advisors, LLC 0.01% Reduce -27.5% 2,586 $378K
Zions Bancorporation, National Association 0.02% Add +132.0% 2,582 $377K
Gladstone Institutional Advisory LLC 0.01% Add +28.5% 2,581 $377K
Alta Advisers Ltd 0.09% No change 2,568 $375K
Pitcairn Wealth Advisors LLC 0.04% New 2,561 $374K
Rainier Family Wealth Inc. 0.21% Reduce -3.1% 2,553 $373K
Geneos Wealth Management Inc. 0.01% Reduce -95.5% 2,550 $373K
Patton Albertson Miller Group, LLC 0.04% Reduce -5.6% 2,549 $372K
Legacy Financial Advisors, Inc. 0.05% Add +38.5% 2,541 $371K
Parallax Volatility Advisers, L.P. 0.02% Reduce -70.1% 2,538 $371K
Mayflower Financial Advisors, LLC 0.03% Reduce -6.4% 2,532 $370K
AlTi Global, Inc. 0.01% Add +6.7% 2,520 $369K
Putney Financial Group LLC 0.33% No change 2,513 $367K
Spinnaker Trust 0.02% No change 2,509 $367K
Cary Street Partners Investment Advisory LLC 0.07% Add +15.3% 2,508 $366K
Tevis Investment Management 0.20% Reduce -4.7% 2,500 $366K
Basso Capital Management, L.P. 0.09% New 2,506 $366K
Chapin Davis, Inc. 0.06% No change 2,491 $364K
Affinity Investment Advisors, LLC 0.18% No change 2,487 $363K
Bridgewater Advisors Inc. 0.02% Add +0.8% 2,478 $363K
Argent Trust Co 0.01% No change 2,481 $362K
Quotient Wealth Partners, LLC 0.01% Reduce -2.1% 2,464 $360K
MFA Wealth Services 0.21% Reduce -6.5% 2,452 $358K
Symphony Financial, Ltd. Co. 0.04% Add +1.2% 2,502 $357K
LaSalle St. Investment Advisors, LLC 0.04% Add +0.0% 2,441 $357K
Paces Ferry Wealth Advisors, LLC 0.13% Reduce -5.6% 2,433 $355K
NorthRock Partners, LLC 0.01% Add +4.7% 2,431 $355K
Grandview Asset Management LLC 0.09% Reduce -10.2% 2,425 $354K
Prosperity Consulting Group, LLC 0.01% Add +21.8% 2,412 $352K
MBL Wealth, LLC 0.02% Add +27.1% 2,409 $352K
Riversedge Advisors, LLC 0.05% New 2,406 $352K
TritonPoint Partners, LLC 0.03% Add +6.1% 2,391 $350K
BLI - Banque de Luxembourg Investments 0.01% Reduce -3.9% 2,484 $350K
Defiance ETFs, LLC 0.00% Add +15.1% 2,415 $350K
HBW Advisory Services LLC 0.03% Add +36.4% 2,392 $349K
Legacy Advisors, LLC 0.03% New 2,381 $349K
Northwest Wealth Management, LLC 0.05% Add +5.6% 2,386 $349K
Keudell/Morrison Wealth Management 0.07% Reduce -1.4% 2,372 $347K
Florida Trust Wealth Management Co 0.01% Add +4.5% 2,365 $346K
Newman Dignan & Sheerar, Inc. 0.07% New 2,360 $345K
Tritonpoint Wealth, LLC 0.03% Add +27.2% 2,354 $344K
Defined Wealth Management, LLC 0.18% Add +0.1% 2,346 $343K
Founders Grove Wealth Partners, LLC 0.07% No change 2,342 $342K
FSM Wealth Advisors, LLC 0.04% Add +1.8% 2,341 $342K
New World Advisors LLC 0.06% Add +43.6% 2,330 $340K
Ellevest, Inc. 0.04% Reduce -7.7% 2,328 $340K
Brand Asset Management Group, Inc. 0.07% Add +1.8% 2,322 $339K
Peak Planning Group, LLC 0.08% Add +0.3% 2,320 $339K
Crux Wealth Advisors 0.12% Reduce -0.2% 2,310 $337K
Greater Midwest Financial Group, LLC 0.17% Reduce -0.2% 2,297 $336K
Werba Rubin Papier Wealth Management 0.04% Add +10.6% 2,285 $334K
Oslo Pensjonsforsikring AS 0.04% No change 2,284 $334K
Wealth Alliance, LLC 0.03% Add +13.1% 2,276 $333K
Childress Capital Advisors, LLC 0.05% Reduce -5.3% 2,254 $329K
Ancora Advisors LLC 0.01% Add +46.9% 2,249 $329K
Nilsine Partners, LLC 0.02% Add +3.1% 2,245 $328K
Burk Holdings LLC 0.12% Add +6678.8% 2,237 $327K
Fielder Capital Group LLC 0.07% Add +1.3% 2,236 $327K
Naples Global Advisors, LLC 0.02% Add +19.3% 2,222 $326K
Procyon Advisors, LLC 0.01% Reduce -21.2% 2,222 $325K
Wetzel Investment Advisors, Inc. 0.11% Reduce -16.3% 2,205 $323K
Heritage Trust Co 0.03% Reduce -1.3% 2,210 $323K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,206 $322K
Icon Wealth Advisors, LLC 0.02% Reduce -8.3% 2,204 $322K
Topsail Wealth Management, LLC 0.04% Add +0.4% 2,194 $321K
FDx Advisors, Inc. 0.10% Reduce -22.4% 2,194 $321K
Caldwell Trust Co 0.03% No change 2,189 $320K
Sagace Wealth Management LLC 0.20% Reduce -12.9% 2,185 $319K
Schulhoff & Co. Inc. 0.13% Reduce -18.7% 2,184 $319K
B.O.S.S. Retirement Advisors, LLC 0.09% Reduce -11.0% 2,175 $318K
Raab & Moskowitz Asset Management LLC 0.06% No change 2,175 $318K
Cromwell Holdings LLC 0.14% No change 2,167 $317K
True Wealth Design, LLC 0.07% Add +16.4% 2,154 $315K
CreativeOne Wealth, LLC 0.01% Reduce -82.6% 2,152 $314K
Courier Capital LLC 0.02% Add +18.3% 2,137 $312K
Tradewinds, LLC. 0.07% New 35,388 $312K
PFG Advisors 0.02% Reduce -0.8% 2,120 $310K
Fayez Sarofim & Co 0.00% Add +12.7% 2,116 $309K
Wellspring Financial Advisors, LLC 0.02% Add +0.6% 2,119 $307K
Keebeck Wealth Management 0.03% Add +8.2% 2,094 $307K
Elyxium Wealth, LLC 0.03% Add +35.9% 2,086 $305K
Atlanta Consulting Group Advisors, LLC 0.05% Reduce -12.9% 2,079 $305K
Fragasso Financial Advisors Inc 0.02% Add +1.6% 2,083 $304K
BLB&B Advisors, LLC 0.01% Add +0.4% 2,082 $304K
OneAscent Investment Solutions LLC 0.29% New 2,082 $304K
FLC Capital Advisors 0.05% No change 2,082 $304K
Meramec Financial Planners, LLC 0.11% Reduce -4.6% 2,120 $304K
Pinnacle Financial Partners, Inc. 0.00% Reduce -7.9% 2,064 $302K
Allen Capital Group, LLC 0.02% Add +9.7% 2,057 $301K
Revolve Wealth Partners, LLC 0.03% New 2,056 $300K
LCNB Corp. 0.09% Reduce -1.9% 2,054 $300K
Glenview Trust Co 0.00% New 2,053 $300K
Koss-Olinger Consulting, LLC 0.02% No change 2,050 $300K
Advus Financial Partners, LLC 0.07% Reduce -6.5% 2,043 $299K
Stiles Financial Services Inc 0.07% Reduce -0.2% 2,039 $298K
Regent Peak Wealth Advisors LLC 0.05% Add +5.2% 2,027 $296K
Centaurus Financial, Inc. 0.01% Reduce -17.4% 2,024 $296K
Xcelsior Advisor Partners LLC 0.04% New 2,024 $296K
Lee Danner & Bass Inc. 0.02% Add +0.1% 2,021 $295K
Pursuit Wealth Strategies, LLC 0.38% Reduce -18.4% 2,016 $295K
Moss Adams Wealth Advisors LLC 0.02% Add +6.5% 2,010 $295K
US Asset Management LLC 0.22% No change 2,008 $293K
Kornitzer Capital Management Inc. 0.01% No change 2,008 $293K
Northstar Advisory Group, LLC 0.09% Add +3.4% 2,001 $292K
Barr E S & Co. 0.02% No change 2,000 $292K
Banque Pictet & Cie SA 0.00% Reduce -33.3% 2,000 $292K
MQS Management LLC 0.36% New 1,995 $291K
Spirepoint Private Client, LLC 0.02% Reduce -3.9% 1,993 $291K
Buska Wealth Management, LLC 0.10% No change 1,990 $291K
Private Trust Co. NA 0.02% Reduce -12.7% 1,984 $290K
Fidelity D & D Bancorp Inc. 0.10% No change 1,983 $290K
Charter Capital Management, LLC\DE 0.13% Add +8.3% 1,970 $288K
GTS Securities LLC 0.01% Reduce -54.6% 1,970 $288K
Cooper Financial Group 0.02% Reduce -71.9% 1,951 $285K
MainStreet Investment Advisors LLC 0.04% Reduce -10.4% 1,946 $284K
Great Valley Advisor Group, Inc. 0.00% Reduce -27.6% 1,938 $283K
Knightsbridge Asset Management, LLC 0.04% Add +13.6% 1,927 $282K
Purpose Unlimited Inc. 0.01% Add +2.6% 1,923 $281K
Globeflex Capital L P 0.04% No change 1,919 $280K
Missouri Trust & Investment Co 0.08% No change 1,911 $280K
Investment House LLC 0.01% Reduce -4.2% 1,917 $280K
Trust Point Inc. 0.02% Reduce -1.9% 1,915 $280K
Cornerstone Advisory, LLC 0.02% Reduce -5.2% 1,915 $280K
LeConte Wealth Management, LLC 0.15% Reduce -9.6% 1,908 $279K
Lighthouse Financial LLC 0.14% Reduce -0.2% 1,908 $279K
McAdam, LLC 0.01% New 1,901 $278K
New Republic Capital, LLC 0.06% New 1,897 $278K
DUTCH ASSET Corp 0.14% Add +13.4% 1,894 $277K
BIP Wealth, LLC 0.01% Add +19.6% 1,889 $276K
Silver Oak Securities, Incorporated 0.02% Add +6.0% 1,886 $276K
Postrock Partners LLC 0.11% No change 1,880 $275K
Evermay Wealth Management LLC 0.03% Add +1315.2% 1,868 $273K
Silverlake Wealth Management LLC 0.05% Add +1.6% 1,871 $273K
First National Bank & Trust Co. of Newtown 0.06% Reduce -10.4% 1,861 $273K
Strategic Planning Group, LLC 0.03% Reduce -7.5% 1,864 $272K
Quantum Financial Advisors, LLC 0.03% No change 1,860 $272K
Markin Volterra Fund LP 0.92% New 1,856 $271K
Bison Wealth, LLC 0.03% Reduce -2.2% 1,898 $271K
Trust Co. of Vermont 0.01% — 1,852 $271K
Signature Estate & Investment Advisors LLC 0.00% Reduce -0.6% 1,852 $270K
Earned Wealth Advisors, LLC 0.02% Reduce -62.7% 1,841 $269K
Avail Investment Partners, LLC 0.21% New 1,838 $269K
180 Wealth Advisors, LLC 0.03% Reduce -1.7% 1,837 $268K
Acorn Wealth Advisors, LLC 0.07% Reduce -3.4% 1,836 $268K
Caerus Investment Advisors, LLC 0.09% New 1,833 $268K
DV Trading LLC 0.02% Reduce -3.5% 1,833 $268K
Walker Asset Management, LLC 0.13% No change 1,829 $267K
Financial Strategies Group, Inc. 0.04% No change 1,880 $266K
Vision Capital Management, Inc. 0.03% No change 1,822 $266K
National Wealth Management Group, LLC 0.08% Reduce -4.4% 1,821 $266K
Bank of Nova Scotia Trust Co. 0.02% No change 1,820 $266K
Searle & Co. 0.06% New 1,819 $266K
Poehling Capital Management, INC. 0.06% Reduce -9.9% 1,819 $266K
Fairscale Capital, LLC 0.16% No change 1,800 $264K
Norris Perne & French LLP 0.01% Add +0.4% 1,802 $263K
Klingman & Associates, LLC 0.01% Add +4.9% 1,799 $263K
Baxter Bros Inc. 0.03% Reduce -29.2% 1,798 $263K
Corps Capital Advisors, LLC 0.21% New 1,788 $261K
Abundance Wealth Counselors 0.02% Add +7.6% 1,784 $261K
Armstrong Advisory Group, Inc. 0.02% No change 1,775 $259K
KFG Wealth Management, LLC 0.03% Add +4.0% 1,774 $259K
OneAscent Family Office, LLC 0.13% New 1,770 $259K
Avaii Wealth Management, LLC 0.08% No change 1,766 $258K
Vann Equity Management LLC 0.16% Add +0.3% 1,765 $258K
Scotia Capital Inc. 0.00% Add +1.9% 1,757 $257K
Segment Wealth Management, LLC 0.01% Reduce -1.5% 1,755 $256K
Ameritas Advisory Services, LLC 0.01% New 1,741 $254K
Colonial Trust Co / SC 0.03% No change 1,741 $254K
Turner Financial Group, Inc. 0.25% — 1,738 $254K
Leonard Rickey Investment Advisors P.L.L.C. 0.04% Add +9.3% 1,736 $254K
Bingham Private Wealth, LLC 0.17% Reduce -63.0% 1,733 $253K
Aull & Monroe Investment Management Corp 0.11% Reduce -0.4% 1,733 $253K
StoneX Group Inc. 0.01% New 1,723 $252K
Tiemann Investment Advisors, LLC 0.09% Reduce -6.8% 1,715 $251K
Clear Creek Financial Management, LLC 0.02% Add +2.7% 1,714 $250K
Planning Alternatives Ltd. 0.03% Add +10.0% 1,711 $250K
Zullo Investment Group, Inc. 0.09% Add +0.3% 1,706 $249K
Inlet Private Wealth, LLC 0.06% No change 1,704 $249K
Woodmont Investment Counsel LLC 0.01% Add +2.8% 1,702 $249K
Fruth Investment Management 0.06% No change 1,700 $248K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +4.6% 1,692 $247K
Medallion Wealth Advisors, LLC 0.08% Reduce -13.6% 1,690 $247K
Waterloo Capital, L.P. 0.01% Reduce -2.5% 1,688 $247K
Financial Insights, Inc. 0.07% Reduce -2.0% 1,682 $246K
Thoroughbred Financial Services, LLC 0.01% Reduce -4.9% 1,681 $245K
Freedom Day Solutions, LLC 0.05% New 1,670 $244K
Relyea Zuckerberg Hanson LLC 0.02% Add +3.5% 1,669 $244K
CYBER HORNET ETFs LLC 0.14% Reduce -0.8% 1,667 $244K
Acorn Creek Capital LLC 0.08% Reduce -1.4% 1,660 $243K
Atala Financial Inc 0.15% No change 1,660 $243K
Equitable Trust Co. 0.01% Add +5.4% 1,656 $242K
Biltmore Family Office, LLC 0.03% No change 1,646 $241K
Mainsail Asset Management, LLC 0.09% Reduce -25.5% 1,716 $241K
Baker Tilly Wealth Management, LLC 0.05% Reduce -9.3% 1,648 $241K
Moody National Bank Trust Division 0.02% Add +1.4% 1,645 $240K
Golden State Wealth Management, LLC 0.02% Add +0.9% 1,640 $240K
Drake & Associates, LLC 0.04% New 1,639 $239K
Intergy Private Wealth, LLC 0.06% New 1,632 $238K
First County Bank 0.11% No change 1,631 $238K
Caitong International Asset Management Co., Ltd 0.03% Add +5.7% 1,630 $238K
McMillan Office, Inc. 0.03% No change 1,629 $238K
Keystone Wealth Services, LLC 0.04% Add +1.1% 1,614 $236K
Johnson Financial Group, LLC 0.01% New 1,607 $235K
Breakwater Capital Group 0.03% Add +0.2% 1,605 $235K
Lantz Financial LLC 0.04% New 1,601 $234K
Sig Brokerage, LP 0.04% New 1,600 $234K
PGIM Custom Harvest LLC 0.00% New 1,599 $234K
M.E. Allison & Co., Inc. 0.13% No change 1,598 $233K
Net Worth Advisory Group 0.06% Add +0.1% 1,595 $233K
Kentucky Trust Co 0.11% No change 1,594 $233K
Harbor Investment Advisory, LLC 0.02% No change 1,588 $232K
Westbourne Investment Advisors, Inc. 0.06% No change 1,584 $231K
Performance Wealth Partners, LLC 0.01% Add +1.0% 1,584 $231K
Cannell & Spears LLC 0.00% No change 1,583 $231K
RMR Wealth Builders 0.01% Reduce -3.3% 1,580 $231K
3Chopt Investment Partners, LLC 0.04% New 1,562 $229K
Summitry LLC 0.01% New 1,565 $229K
Genesee Capital Advisors, LLC 0.07% New 1,564 $229K
Cypress Capital Group 0.02% New 1,564 $229K
Trueblood Wealth Management, LLC 0.08% Reduce -1.1% 1,559 $228K
Athena Wealth Management, LLC 0.17% Reduce -77.4% 1,540 $225K
Glen Eagle Advisors, LLC 0.03% Add +1.6% 1,537 $225K
Steigerwald, Gordon & Koch Inc. 0.02% No change 1,534 $224K
Wealthquest Corp 0.01% New 1,525 $223K
USA Financial Formulas 0.04% — 1,524 $223K
Portside Wealth Group, LLC 0.03% New 1,522 $222K
BCV Asset Management Inc. 0.01% No change 1,575 $222K
Insight Advisors, LLC/ PA 0.04% New 1,514 $221K
TIAA Wealth Investment Management LLC 0.00% Add +14.5% 1,514 $221K
First Foundation Advisors 0.01% Reduce -9.5% 1,508 $220K
Bond & Devick Financial Network, Inc. 0.05% Reduce -6.2% 1,503 $220K
Laurel Oak Wealth Management, LLC 0.03% Reduce -16.1% 1,500 $219K
Southeast Asset Advisors, LLC 0.02% New 1,500 $219K
Investor's Fiduciary Advisor Network, LLC 0.07% New 1,503 $219K
Well Done, LLC 0.03% New 1,494 $218K
Global Trust Asset Management, LLC 0.07% Add +8.4% 1,494 $218K
Clark Asset Management, LLC 0.02% New 1,493 $218K
Lakeshore Financial Planning, Inc. 0.07% New 1,491 $218K
Vantage Point Financial LLC 0.07% New 1,488 $217K
ERn Financial, LLC 0.04% New 1,487 $217K
City National Bank of Florida 0.09% New 1,485 $217K
Choate Investment Advisors 0.00% New 1,482 $217K
Bluedoor Private Wealth, LLC 0.09% New 1,474 $215K
Advisor OS, LLC 0.01% Reduce -12.8% 1,458 $213K
Wick Capital Partners, LLC 0.03% New 1,454 $212K
Claro Advisors Inc. 0.02% New 1,444 $211K
Davis Investment Partners, LLC 0.06% New 1,441 $211K
Ares Financial Consulting, LLC 0.15% No change 1,441 $211K
Independent Wealth Network Inc. 0.05% New 1,434 $210K
Massar Capital Management, LP 0.07% New 1,428 $209K
Principle Wealth Partners LLC 0.01% New 1,423 $208K
Everett Harris & Co. 0.00% New 1,423 $208K
FreeGulliver LLC 0.07% Reduce -7.9% 1,417 $207K
Avantax Planning Partners, Inc. 0.01% Reduce -9.5% 1,387 $203K
Odyssean, LLC 0.03% New 1,381 $202K
Eastern Bank 0.00% New 1,378 $201K
Lebenthal Global Advisors, LLC 0.03% Reduce -15.5% 1,378 $201K
Invested Advisors 0.18% New 1,376 $201K
Edgestream Partners, L.P. 0.01% Reduce -89.7% 1,375 $201K
Fulton Breakefield Broenniman LLC 0.01% New 1,372 $200K
Kennedy Investment Group, Inc. 0.07% New 1,371 $200K
James Investment Research, Inc. 0.02% New 1,371 $200K
Bell Investment Advisors, Inc 0.03% Reduce -0.1% 1,360 $199K
JNBA Financial Advisors 0.01% No change 1,321 $193K
New England Capital Financial Advisors LLC 0.05% No change 1,320 $193K
Pittenger & Anderson Inc. 0.01% No change 1,311 $192K
Ramirez Asset Management, Inc. 0.02% No change 1,300 $190K
Atlatl Advisers LLC 0.04% Reduce -39.5% 1,262 $184K
MV Capital Management, Inc. 0.02% Add +34.9% 1,261 $184K
SHP Wealth Management 0.01% Add +6.4% 1,261 $184K
Vanguard National Trust Co 0.01% No change 1,217 $178K
Owl Creek Wealth Partners LLC 0.05% Add +28.4% 1,213 $177K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -5.8% 1,174 $172K
N.E.W. Advisory Services LLC 0.01% Reduce -7.0% 1,141 $167K
Pension & Wealth Management Advisors, Inc. 0.04% No change 1,136 $166K
Salem Investment Counselors Inc. 0.00% Add +6.1% 1,116 $164K
Westfuller Advisors, LLC 0.06% Add +0.2% 1,077 $158K
Valley National Advisers Inc. 0.02% Add +0.8% 1,072 $157K
Deseret Mutual Benefit Administrators 0.05% Reduce -15.3% 1,057 $154K
American National Bank & Trust 0.01% New 1,037 $152K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +40.3% 1,010 $148K
Blume Capital Management, Inc. 0.02% No change 1,000 $146K
Blue Bell Private Wealth Management, LLC 0.02% No change 1,000 $146K
Bartlett & Co. Wealth Management LLC 0.00% Add +2.5% 986 $144K
Manchester Capital Management LLC 0.02% Reduce -0.4% 959 $140K
Private Wealth Management Group, LLC 0.03% Add +195.0% 944 $138K
Keating Financial Advisory Services, Inc. 0.02% Add +22.2% 918 $134K
Silver Grove Financial Group, Inc. 0.07% New 915 $134K
GHP Investment Advisors, Inc. 0.00% No change 907 $132K
Fortitude Family Office, LLC 0.03% Add +122.9% 905 $132K
Dynamic Wealth Strategies, LLC 0.07% No change 897 $131K
Quent Capital, LLC 0.01% Add +18.4% 888 $130K
Vaquero Private Wealth, Ltd. 0.03% — 886 $129K
WPG Advisers, LLC 0.08% Add +31.2% 879 $128K
Bay Harbor Wealth Management, LLC 0.03% Add +750.5% 876 $128K
St Germain D J Co. Inc. 0.00% Reduce -7.6% 875 $128K
Oakworth Capital, Inc. 0.01% No change 829 $121K
HHM Wealth Advisors, LLC 0.01% Add +16.0% 819 $120K
Acropolis Investment Management, LLC 0.00% No change 801 $117K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 804 $117K
Silvant Capital Management LLC 0.00% No change 786 $115K
Basecamp Wealth Advisors LLC 0.02% Add +2.1% 785 $115K
MidFirst Bank 0.01% No change 780 $114K
Spire Wealth Management 0.00% Add +28.0% 778 $114K
Summit Securities Group LLC 0.02% Add +666.3% 774 $113K
DT Investment Partners, LLC 0.01% No change 751 $110K
Monetary Management Group Inc. 0.02% No change 750 $110K
Centerpoint Advisors, LLC 0.03% No change 737 $108K
Southern Michigan Bank & Trust 0.04% No change 708 $103K
Transamerica Financial Advisors, LLC 0.01% Add +37.5% 704 $103K
ANTIPODES PARTNERS Ltd 0.00% Reduce -34.5% 693 $101K
Wilkerson Advisory Group LLC 0.03% Reduce -20.1% 691 $101K
Essential Investment Partners LLC 0.08% No change 690 $101K
NCP Inc. 0.14% No change 686 $100K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +2.3% 676 $99K
Aspect Partners, LLC 0.04% Reduce -2.3% 673 $98K
SJS Investment Consulting Inc. 0.01% Add +133.3% 672 $98K
Tradewinds Capital Management, LLC 0.02% No change 668 $98K
CENTRAL TRUST Co 0.00% Add +1.7% 659 $96K
Nova Wealth Management, Inc. 0.05% New 618 $90K
Montag A & Associates Inc. 0.00% No change 611 $90K
Flagship Wealth Advisors, LLC 0.02% Add +1642.9% 610 $89K
Wealth Enhancement Trust Services, Inc. 0.01% Add +73.7% 608 $89K
Heritage Wealth Advisors 0.00% Add +262.5% 580 $85K
Creative Financial Designs Inc. 0.00% Reduce -16.1% 569 $83K
SBI Securities Co., Ltd. 0.00% Add +7.8% 555 $81K
Caldwell Sutter Capital, Inc. 0.03% Reduce -3.5% 544 $79K
Westside Investment Management, Inc. 0.01% No change 542 $79K
Washington Trust Advisors, Inc. 0.01% Add +118.7% 538 $79K
CoreCap Advisors, LLC 0.00% Reduce -11.6% 534 $78K
Private Wealth Asset Management, LLC 0.01% No change 524 $77K
Independence Bank of Kentucky 0.01% Reduce -19.3% 522 $76K
GW&K Investment Management, LLC 0.00% Reduce -0.2% 519 $76K
Buck Wealth Strategies, LLC 0.01% New 514 $75K
Aberdeen Wealth Management LLC 0.04% Reduce -68.3% 505 $74K
TD Capital Management LLC 0.01% Add +0.2% 504 $74K
Salomon & Ludwin, LLC 0.01% No change 506 $73K
Strive Financial Group ,LLC 0.03% No change 501 $73K
S&T Bank 0.02% No change 501 $73K
Operose Advisors LLC 0.01% New 500 $73K
Rosenberg Matthew Hamilton 0.01% Add +127.5% 496 $72K
Concord Wealth Partners 0.01% New 492 $72K
Community Financial Services Group, LLC 0.01% No change 491 $71K
StrongBox Wealth, LLC 0.02% New 485 $71K
Adkins Seale Capital Management LLC 0.06% No change 471 $69K
Cassaday & Co Wealth Management LLC 0.00% Add +1.3% 470 $69K
First Command Advisory Services, Inc. 0.00% Add +15.6% 452 $66K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.20% Reduce -69.0% 442 $65K
Aventus Investment Advisors, Inc. 0.05% No change 440 $64K
Prestige Wealth Management Group LLC 0.01% Add +2.4% 430 $63K
Rossby Financial, LCC 0.01% Reduce -1.8% 430 $63K
Godfrey Financial Associates, Inc. 0.05% No change 429 $63K
Capula Management Ltd 0.00% Add +141.8% 428 $63K
Physician Wealth Advisors, Inc. 0.01% Add +8.9% 426 $62K
Park Place Capital Corp 0.01% No change 410 $60K
Canton Hathaway, LLC 0.01% No change 403 $59K
Reyes Financial Architecture, Inc. 0.03% Reduce -20.0% 400 $58K
Cornerstone Planning Group LLC 0.01% Reduce -3.5% 408 $58K
Strengthening Families & Communities, LLC 0.01% Add +8.8% 394 $58K
Provenance Wealth Advisors, LLC 0.01% Add +93.5% 387 $57K
Webster Bank, N. A. 0.00% No change 380 $56K
Wolff Wiese Magana LLC 0.03% No change 378 $55K
Dunhill Financial, LLC 0.01% Add +7.2% 374 $55K
Key Financial Inc 0.01% Reduce -25.4% 372 $54K
Delta Asset Management LLC 0.00% No change 367 $54K
Elevation Wealth Partners, LLC 0.02% Add +359.5% 363 $53K
Fiduciary Financial Advisors 0.01% New 364 $53K
JFS Wealth Advisors, LLC 0.00% Add +7.8% 359 $53K
Aventura Private Wealth, LLC 0.02% Add +1090.0% 357 $52K
SOA Wealth Advisors, LLC. 0.01% Add +36.0% 13,800 $52K
Kemnay Advisory Services Inc. 0.01% Reduce -74.3% 344 $50K
NBT Bank, N.A. 0.00% Add +233.3% 340 $50K
Activest Wealth Management 0.01% Reduce -13.5% 327 $48K
Bruce G. Allen Investments, LLC 0.03% Reduce -8.8% 320 $47K
Sarver Vrooman Wealth Advisors 0.03% Reduce -3.3% 319 $47K
Asset Dedication, LLC 0.00% Add +44.9% 310 $45K
Riverview Trust Co 0.05% No change 309 $45K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Reduce -74.8% 309 $45K
Archer Investment Corp 0.01% Add +539.6% 307 $45K
MTM Investment Management, LLC 0.01% No change 304 $44K
Strategic Wealth Partners, Ltd. 0.00% Add +78.1% 301 $44K
Hilton Head Capital Partners, LLC 0.02% Reduce -43.4% 287 $42K
Colonial Trust Advisors 0.00% Reduce -6.6% 282 $41K
Axiom Investment Management LLC 0.03% New 279 $41K
Hilltop National Bank 0.01% No change 279 $41K
Creative Capital Management Investments LLC 0.01% Add +21.7% 275 $40K
Proathlete Wealth Management LLC 0.01% No change 269 $39K
JPL Wealth Management, LLC 0.01% Add +0.8% 263 $38K
Richardson Capital Management LLC 0.02% Reduce -5.2% 254 $37K
Ascentis Independent Advisors 0.10% Reduce -95.9% 253 $37K
Tompkins Financial Corp. 0.00% No change 250 $37K
Motco 0.00% Add +6.2% 239 $35K
Raffa Wealth Management, LLC 0.00% Reduce -5.3% 232 $34K
First Bancorp, Inc 0.01% New 232 $34K
Fourth Dimension Wealth, LLC 0.01% Add +51.3% 230 $34K
McGuire Capital Advisors Inc. 0.02% No change 228 $33K
Dogwood Wealth Management LLC 0.01% Add +9.4% 221 $32K
Accent Capital Management, LLC 0.01% No change 218 $32K
North Star Investment Management Corp. 0.00% No change 216 $32K
Bogart Wealth, LLC 0.00% Add +28.0% 215 $31K
Napier Financial, LLC 0.01% No change 210 $31K
Whipplewood Advisors, LLC 0.02% Reduce -67.5% 208 $30K
Capital Advisors, Ltd. LLC 0.00% Reduce -44.3% 204 $30K
Solstein Capital, LLC 0.01% No change 203 $30K
United Community Bank 0.01% Add +7.4% 203 $30K
Frazier Financial Advisors, LLC 0.01% No change 202 $30K
Proffitt & Goodson Inc. 0.00% No change 201 $29K
Olistico Wealth, LLC 0.01% No change 200 $29K
NBH Bank 0.01% — 200 $29K
Gables Capital Management Inc. 0.01% No change 200 $29K
Winch Advisory Services, LLC 0.01% No change 198 $29K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% Add +57.7% 194 $28K
Crewe Advisors LLC 0.00% Add +103.2% 193 $28K
American Capital Advisory, LLC 0.01% Add +2.1% 193 $28K
Vision Financial Markets LLC 0.02% No change 191 $28K
Retirement Wealth Solutions LLC 0.01% No change 186 $27K
Pinnacle Bancorp, Inc. 0.01% Add +12.1% 186 $27K
Avion Wealth 0.01% Add +5.6% 190 $27K
Lloyd Advisory Services, LLC. 0.01% New 180 $26K
Joseph Group Capital Management 0.01% Add +13.9% 180 $26K
IMA Advisory Services, Inc. 0.00% Add +103.5% 177 $26K
Citizens National Bank Trust Department 0.00% No change 175 $26K
Robinswood Financial LLC 0.01% No change 173 $25K
Financial Consulate, Inc. 0.00% Add +1.2% 172 $25K
Harbor Capital Advisors, Inc. 0.00% New 174 $25K
Pacifica Partners Inc. 0.01% No change 175 $25K
Towne Trust Company, N.A 0.01% No change 167 $24K
Thompson Investment Management, Inc. 0.00% No change 167 $24K
Park National Corp. 0.00% No change 163 $24K
Steph & Co. 0.01% New 160 $23K
Asset Planning,Inc 0.01% No change 156 $23K
Birchwood Financial Partners, Inc. 0.02% No change 151 $22K
Chilton Capital Management LLC 0.00% Reduce -56.9% 151 $22K
Basepoint Wealth LLC 0.01% No change 150 $22K
Bare Financial Services, Inc 0.01% Add +39.3% 149 $22K
Union Savings Bank 0.01% No change 145 $21K
Marquette Asset Management, LLC 0.00% No change 142 $21K
Roxbury Financial LLC 0.02% No change 140 $20K
General Partner, Inc. 0.01% No change 138 $20K
Boyd Watterson Asset Management LLC 0.01% No change 137 $20K
Covestor Ltd 0.01% Reduce -0.7% 137 $20K
Highline Wealth Partners LLC 0.00% Add +27.1% 136 $20K
Triumph Capital Management 0.00% Add +27.6% 134 $20K
West Paces Advisors Inc. 0.00% New 132 $19K
Bfsg, LLC 0.00% No change 132 $19K
Murphy & Mullick Capital Management Corp 0.01% Reduce -0.8% 130 $19K
Sachetta, LLC 0.01% Add +24.0% 129 $19K
Cornerstone Financial Management LLC 0.02% Add +59.3% 129 $19K
Truvestments Capital LLC 0.00% No change 127 $19K
Kilter Group LLC 0.01% Add +3.3% 125 $18K
Cherry Tree Wealth Management, LLC 0.00% No change 125 $18K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +57.0% 124 $18K
Harvest Fund Management Co., Ltd 0.00% No change 120 $18K
TFC Financial Management, Inc. 0.00% Add +5.1% 123 $18K
Albion Financial Group 0.00% No change 118 $17K
Paladin Partners, LLC 0.01% No change 117 $17K
Entrust Financial LLC 0.01% No change 117 $17K
IMG Wealth Management, Inc. 0.01% Add +58.1% 117 $17K
Bullock Wealth Management Group 0.01% No change 118 $17K
Estabrook Capital Management 0.00% Reduce -16.7% 115 $17K
Markowski Investments 0.00% — 114 $17K
CNB Bank 0.01% No change 113 $17K
BOK Financial Private Wealth, Inc. 0.00% New 108 $16K
Signature Equity Partners, LLC 0.01% Add +14.1% 105 $15K
Atwood & Palmer Inc. 0.00% Reduce -9.6% 104 $15K
Holos Integrated Wealth LLC 0.01% No change 108 $15K
Planning Strategies Inc. 0.01% — 103 $15K
Ogorek Anthony Joseph /NY/ 0.00% No change 107 $15K
Cedar Mountain Advisors, LLC 0.00% Add +23.5% 100 $15K
SouthState Bank Corp 0.00% Add +4.2% 100 $15K
Manning & Napier Advisors LLC 0.00% Reduce -29.2% 102 $14K
Greykasell Wealth Strategies, Inc. 0.01% Reduce -21.0% 98 $14K
High Note Wealth, LLC 0.00% Add +25.6% 98 $14K
KERR FINANCIAL PLANNING Corp 0.02% No change 97 $14K
1015 Capital Partners, LLC 0.01% No change 97 $14K
Bravera Wealth 0.01% No change 95 $14K
Crews Bank & Trust 0.00% No change 95 $14K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 93 $14K
CGC Financial Services, LLC 0.00% No change 93 $14K
Main Street Group, LTD 0.00% Reduce -36.5% 92 $13K
HighMark Wealth Management LLC 0.00% No change 91 $13K
Centennial Bank 0.00% No change 90 $13K
Country Trust Bank 0.00% No change 88 $13K
Boreal Capital Management LLC 0.01% No change 87 $13K
Cetera Trust Company, N.A 0.01% No change 85 $12K
Quest 10 Wealth Builders, Inc. 0.01% New 82 $12K
Brown, Lisle/Cummings, Inc. 0.00% No change 82 $12K
Bayban 0.01% No change 79 $12K
YANKCOM Partnership 0.00% No change 73 $11K
Synergy Investment Management, LLC 0.00% Add +733.3% 75 $10K
Abound Wealth Management 0.00% Reduce -47.8% 71 $10K
Delos Wealth Advisors, LLC 0.01% New 69 $10K
First United Bank & Trust 0.00% New 75 $10K
Princeton Global Asset Management LLC 0.00% Add +25.0% 65 $9K
Hughes Financial Services, LLC 0.00% Add +62.5% 65 $9K
Gleason Group, Inc. 0.00% New 65 $9K
South Plains Financial, Inc. 0.00% No change 62 $9K
Lodestone Wealth Management LLC 0.00% No change 61 $9K
DiNuzzo Private Wealth, Inc. 0.00% No change 59 $9K
Tiaa Trust, National Association 0.00% Add +96.7% 59 $9K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 56 $8K
Rialto Wealth Management, LLC 0.00% Add +55.6% 56 $8K
Hollencrest Capital Management 0.00% No change 56 $8K
Hager Investment Management Services, LLC 0.00% New 52 $8K
PFS Partners, LLC 0.00% Reduce -50.5% 51 $7K
Clean Yield Group 0.00% No change 51 $7K
Strategic Investment Solutions, Inc. 0.00% No change 51 $7K
Monetary Solutions, Ltd 0.01% No change 50 $7K
Birchbrook, Inc. 0.00% No change 50 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 50 $7K
Principia Wealth Advisory, LLC 0.00% Add +9.1% 48 $7K
Elevated Capital Advisors, LLC 0.00% No change 48 $7K
Mascoma Wealth Management LLC 0.00% No change 48 $7K
Clark Wealth Partners 0.00% Add +14.6% 47 $7K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -50.5% 47 $7K
Arlington Trust Co LLC 0.00% Reduce -80.6% 44 $6K
Torren Management, LLC 0.00% No change 39 $6K
Nvest Wealth Strategies, Inc. 0.00% Add +8.6% 38 $6K
Plante Moran Financial Advisors, LLC 0.00% Add +5.6% 38 $6K
Carolina Wealth Advisors, LLC 0.00% No change 37 $5K
Decker Retirement Planning Inc. 0.00% New 37 $5K
First PREMIER Bank 0.00% No change 33 $5K
Horizon Financial Services, LLC 0.00% New 34 $5K
HFM Investment Advisors, LLC 0.00% Add +79.0% 34 $5K
MPWM Advisory Solutions, LLC 0.00% No change 33 $5K
Ameriflex Group, Inc. 0.00% Reduce -42.1% 33 $5K
Sittner & Nelson, LLC 0.00% New 33 $5K
Chesapeake Asset Management LLC 0.00% New 33 $5K
West Branch Capital LLC 0.00% New 31 $5K
LifeSteps Financial, Inc. 0.00% New 31 $5K
Alerus Financial NA 0.00% No change 31 $5K
Stone House Investment Management, LLC 0.00% Add +78.6% 25 $4K
Kelleher Financial Advisors 0.00% New 24 $4K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 23 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 23 $3K
Fairman Group, LLC 0.00% No change 22 $3K
City State Bank 0.00% No change 21 $3K
J.Safra Asset Management Corp 0.00% No change 20 $3K
Inspire Investing, LLC 0.00% Reduce -58.7% 19 $3K
Davis Capital Management 0.00% Add +171.4% 19 $3K
Fortis Group Advisors, LLC 0.00% No change 19 $3K
Cape Investment Advisory, Inc. 0.00% New 17 $2K
Luminist Capital LLC 0.00% New 16 $2K
Financial Network Wealth Advisors LLC 0.00% Add +27.3% 14 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 15 $2K
Silicon Valley Capital Partners 0.00% No change 13 $2K
Quaker Wealth Management, LLC 0.00% Add +30.0% 13 $2K
Investors Portfolio Services LLC 0.00% No change 13 $2K
Prosperity Bancshares Inc 0.00% No change 13 $2K
Smallwood Wealth Investment Management, LLC 0.00% Reduce -55.2% 13 $2K
Bernard Wealth Management Corp. 0.00% No change 12 $2K
POM Investment Strategies, LLC 0.00% No change 12 $2K
Morton Brown Family Wealth, LLC 0.00% New 12 $2K
Financial Gravity Companies, Inc. 0.00% — 12 $2K
Caitlin John, LLC 0.00% No change 12 $2K
Cypress Capital Management LLC (WY) 0.00% No change 11 $2K
Lavaca Capital LLC 0.00% New 11 $2K
Spectrum Wealth Advisory Group, LLC 0.00% New 10 $1K
Atlantic Private Wealth, LLC 0.00% No change 10 $1K
Comprehensive Financial Planning, Inc. 0.00% No change 10 $1K
DecisionPoint Financial, LLC 0.00% Add +233.3% 10 $1K
Seneschal Advisors, LLC 0.00% No change 7 $1K
Bank of New Hampshire 0.00% No change 7 $1K
Rakuten Securities, Inc. 0.00% Add +40.0% 7 $1K
Navigoe, LLC 0.00% New 11 $1K
CKW Financial Group 0.00% New 10 $1K
Redwood Park Advisors LLC 0.00% No change 6 $877
Noble Wealth Management PBC 0.00% New 6 $877
Halbert Hargrove Global Advisors, LLC 0.00% New 6 $877
Trust Co 0.00% No change 5 $731
Breakwater Investment Management 0.00% No change 4 $585
Imprint Wealth LLC 0.00% New 4 $584
Downshift Financial, LLC 0.00% New 3 $438
Keb Asset Management, LLC 0.00% New 2 $330
3 Factor Indexing, LLC 0.00% No change 2 $293
Maryland Capital Advisors Inc. 0.00% — 2 $293
Tidemark, LLC 0.00% No change 2 $292
Highland Investment Advisors LLC 0.00% — 1 $146
Hazlett, Burt & Watson, Inc. 0.00% No change 2 $0
Evolution Advisers, Inc. 0.00% New 2 $0

"% of holder's portfolio" is JCI's weight in each manager's 13F, not the share of Johnson Controls Internation the manager owns.