Jefferies Financial GroupJEF
13F holders, Q1 2025 (March 31)564holders −20
83new positions
97sold out
10famous investors
$53.54avg. 13F price*
At the end of Q1 2025, 564 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, down 20 from Q4 2024. 83 opened new positions and 97 sold out. The largest holders were BlackRock, Inc. ($848.2M), Vanguard Group Inc. ($818.3M) and Sumitomo Mitsui Financial Group, Inc. ($495.4M). 10 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).
- Company
- Jefferies Financial Group Inc.
- CUSIP
- 47233W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $220.1M |
| Exits | 97 | $221.8M |
All 13F filers, Q4 2024 → Q1 2025: 16,209,145 shares bought and 25,829,717 shares sold, net −9,620,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 564 holders
| BlackRock, Inc. | 0.02% | Add +0.4% | 15,833,199 | $848.2M |
| Vanguard Group Inc. | 0.01% | Reduce -0.5% | 15,275,117 | $818.3M |
| Sumitomo Mitsui Financial Group, Inc. | 9.08% | No change | 9,247,081 | $495.4M |
| Alliancebernstein L.P. | 0.13% | Add +13.7% | 6,808,340 | $364.7M |
| Allspring Global Investments Holdings, LLC | 0.60% | Add +4.0% | 6,412,167 | $343.3M |
| JPMorgan Chase & Co. | 0.02% | Add +30.1% | 5,126,514 | $274.6M |
| State Street Corp. | 0.01% | Add +0.1% | 5,092,960 | $272.8M |
| Massachusetts Mutual Life Insurance Co. | 16.81% | No change | 4,655,231 | $249.4M |
| Geode Capital Management, LLC | 0.01% | Add +6.8% | 2,966,448 | $159.0M |
| Barclays PLC | 0.07% | Add +31.2% | 2,801,325 | $150.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -16.7% | 2,613,516 | $140.0M |
| First Pacific Advisors, LP | 2.24% | Reduce -7.9% | 2,580,823 | $138.3M |
| Morgan Stanley | 0.01% | Reduce -15.5% | 2,339,321 | $125.3M |
| Norges Bank | 0.02% | Add +367.9% | 2,119,719 | $113.6M |
| Invesco Ltd. | 0.02% | Reduce -60.6% | 2,083,808 | $111.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.38% | Reduce -3.6% | 1,974,292 | $105.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.4% | 1,703,346 | $91.2M |
| Bank of America Corp. | 0.01% | Reduce -6.1% | 1,695,050 | $90.8M |
| Millennium Management | 0.09% | Add +1132.7% | 1,631,953 | $87.4M |
| Principal Financial Group Inc. | 0.05% | Reduce -3.5% | 1,587,779 | $85.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +28.1% | 1,579,397 | $84.6M |
| Northern Trust Corp. | 0.01% | Reduce -1.9% | 1,551,611 | $83.1M |
| Fisher Asset Management | 0.03% | Add +84.2% | 1,434,078 | $76.8M |
| Beck Mack & Oliver LLC | 1.41% | Reduce -3.3% | 1,312,904 | $70.3M |
| Qube Research & Technologies Ltd | 0.10% | Add +341.0% | 1,227,435 | $65.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.1% | 1,127,474 | $60.4M |
| Nuveen, LLC | 0.02% | — | 1,100,843 | $59.0M |
| Two Sigma Investments, LP | 0.13% | Add +61.6% | 1,059,772 | $56.8M |
| Captrust Financial Advisors | 0.11% | Reduce -0.3% | 831,351 | $44.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.60% | Add +87.8% | 798,000 | $42.7M |
| FMR LLC | 0.00% | Reduce -86.1% | 748,395 | $40.1M |
| Renaissance Technologies | 0.06% | New | 678,437 | $36.3M |
| Private Management Group Inc. | 1.24% | Reduce -3.8% | 649,540 | $34.8M |
| Voloridge Investment Management, LLC | 0.13% | Add +36.8% | 631,503 | $33.8M |
| Hosking Partners LLP | 1.41% | Reduce -10.0% | 623,813 | $33.4M |
| Citadel Advisors | 0.03% | Add +223.0% | 619,703 | $33.2M |
| Two Sigma Advisers, LP | 0.07% | Add +38.8% | 599,800 | $32.1M |
| Freestone Grove Partners LP | 0.33% | New | 595,137 | $31.9M |
| Moerus Capital Management LLC | 13.76% | Reduce -10.3% | 574,253 | $30.8M |
| Mraz, Amerine & Associates, Inc. | 4.87% | Add +0.7% | 542,398 | $28.3M |
| Miller Howard Investments Inc. | 0.89% | Reduce -60.5% | 520,350 | $27.9M |
| First Trust Advisors LP | 0.02% | Reduce -12.0% | 515,732 | $27.6M |
| NewEdge Wealth, LLC | 0.49% | Add +11.7% | 502,900 | $26.9M |
| Retirement Systems of Alabama | 0.10% | Add +0.1% | 497,161 | $26.6M |
| LSV Asset Management | 0.06% | Reduce -35.3% | 489,300 | $26.2M |
| Citigroup Inc. | 0.02% | Reduce -94.0% | 479,563 | $25.7M |
| Rhumbline Advisers | 0.02% | Reduce -1.4% | 455,232 | $24.4M |
| Artemis Investment Management LLP | 0.37% | Reduce -67.7% | 450,043 | $24.1M |
| Deutsche Bank AG | 0.01% | Reduce -26.7% | 442,588 | $23.7M |
| GoodHaven Capital Management, LLC | 8.10% | Reduce -2.1% | 439,987 | $23.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -5.5% | 437,839 | $23.5M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -2.2% | 436,450 | $23.4M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $23.2M |
| Zurich Insurance Group Ltd | 0.18% | Reduce -22.4% | 424,434 | $22.7M |
| STRS Ohio | 0.09% | Reduce -7.7% | 408,681 | $21.9M |
| UBS Group AG | 0.00% | Add +52.3% | 403,467 | $21.6M |
| Assenagon Asset Management S.A. | 0.04% | Reduce -50.0% | 401,454 | $21.5M |
| Private Capital Management, LLC | 2.38% | Reduce -22.8% | 398,459 | $21.3M |
| Cannell & Spears LLC | 0.44% | New | 380,243 | $20.4M |
| Baron Capital (BAMCO) | 0.06% | Add +35.8% | 379,528 | $20.3M |
| Janus Henderson Group PLC | 0.01% | Reduce -18.3% | 388,161 | $20.3M |
| Sei Investments Co. | 0.03% | Reduce -10.8% | 377,390 | $20.2M |
| Allianz Asset Management GmbH | 0.03% | Reduce -1.3% | 361,270 | $19.4M |
| Legal & General Group Plc | 0.01% | Reduce -12.9% | 360,487 | $19.3M |
| Ameriprise Financial Inc. | 0.01% | Add +0.6% | 357,770 | $19.2M |
| LPL Financial LLC | 0.01% | Reduce -7.6% | 346,882 | $18.6M |
| Robotti Robert | 3.69% | Reduce -15.8% | 343,528 | $18.4M |
| California Public Employees Retirement System | 0.01% | Reduce -0.7% | 332,404 | $17.8M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 327,087 | $17.5M |
| Intech Investment Management LLC | 0.18% | Add +63.8% | 320,523 | $17.2M |
| Eisler Capital Management Ltd. | 0.49% | New | 306,250 | $16.4M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 298,600 | $16.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -36.4% | 285,072 | $15.3M |
| Tran Capital Management, L.P. | 1.99% | New | 276,532 | $14.8M |
| Cubist Systematic Strategies, LLC | 0.19% | New | 274,806 | $14.7M |
| Oppenheimer & Co. Inc. | 0.21% | Reduce -5.0% | 264,074 | $14.1M |
| Ossiam | 0.19% | Add +9436.2% | 254,044 | $13.6M |
| Susquehanna Fundamental Investments, LLC | 0.23% | Reduce -1.8% | 252,195 | $13.5M |
| Marshall Wace, LLP | 0.02% | Add +1422.8% | 251,570 | $13.5M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -29.0% | 244,589 | $13.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.2% | 239,887 | $12.9M |
| Cerity Partners LLC | 0.02% | Reduce -21.0% | 226,455 | $12.1M |
| AQR Capital Management | 0.01% | Add +62.4% | 235,903 | $12.1M |
| First Manhattan Co. Llc. | 0.03% | Reduce -0.2% | 216,959 | $11.6M |
| Merrion Investment Management Co, LLC | 8.14% | Reduce -0.1% | 211,614 | $11.3M |
| Jane Street Group, LLC | 0.02% | Add +20.2% | 210,353 | $11.3M |
| Verition Fund Management LLC | 0.07% | Add +620.0% | 208,635 | $11.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -6.2% | 202,332 | $10.8M |
| AEGON ASSET MANAGEMENT UK Plc | 0.16% | Reduce -20.8% | 202,299 | $10.8M |
| Tudor Investment Corporation | 0.09% | New | 192,827 | $10.3M |
| New York State Teachers Retirement System | 0.02% | Reduce -9.6% | 189,289 | $10.1M |
| Capital Fund Management S.A. | 0.13% | Add +170.4% | 187,174 | $10.0M |
| Amundi | 0.00% | Add +9866.0% | 208,090 | $10.0M |
| Focus Partners Wealth | 0.02% | Reduce -31.9% | 182,681 | $9.8M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.1% | 180,457 | $9.7M |
| Rock Point Advisors, LLC | 2.82% | Reduce -17.6% | 170,605 | $9.1M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 155,629 | $8.3M |
| Beacon Investment Advisory Services, Inc. | 0.37% | Reduce -13.6% | 148,720 | $8.0M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +3.4% | 148,717 | $8.0M |
| Quantinno Capital Management LP | 0.05% | Add +36.9% | 147,035 | $7.9M |
| Boston Partners | 0.01% | Reduce -2.8% | 146,466 | $7.8M |
| Waterfront Wealth Inc. | 1.91% | Reduce -0.3% | 146,258 | $7.8M |
| Cambria Investment Management, L.P. | 0.54% | Reduce -9.2% | 144,726 | $7.8M |
| California State Teachers Retirement System | 0.01% | Reduce -1.3% | 143,866 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.1% | 141,529 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Add +5.4% | 140,368 | $7.5M |
| Lafayette Investments, Inc. | 1.57% | Reduce -21.6% | 138,858 | $7.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -6.8% | 137,356 | $7.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.7% | 135,207 | $7.2M |
| Lighthouse Investment Partners, LLC | 0.33% | New | 134,848 | $7.2M |
| Gabelli Funds LLC | 0.05% | Reduce -4.6% | 129,410 | $6.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.2% | 127,177 | $6.8M |
| National Bank of Canada | 0.01% | Add +22.7% | 125,338 | $6.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.5% | 124,321 | $6.7M |
| Bridgewater Associates | 0.03% | New | 120,103 | $6.4M |
| Poehling Capital Management, INC. | 1.61% | Add +1.9% | 118,768 | $6.4M |
| KBC Group NV | 0.02% | Add +2.4% | 112,204 | $6.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -18.4% | 109,543 | $5.9M |
| Boston Common Asset Management, LLC | 0.17% | Reduce -10.0% | 107,399 | $5.8M |
| Lee Danner & Bass Inc. | 0.45% | Reduce -5.0% | 104,690 | $5.6M |
| Franklin Resources Inc. | 0.00% | Reduce -62.6% | 103,185 | $5.5M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +2.6% | 102,551 | $5.5M |
| Jump Financial, LLC | 0.08% | New | 102,100 | $5.5M |
| Riggs Asset Managment Co. Inc. | 1.56% | Add +63.9% | 101,885 | $5.5M |
| American Assets Investment Management, LLC | 0.47% | No change | 100,000 | $5.4M |
| RBF Capital, LLC | 0.34% | No change | 100,000 | $5.4M |
| Corient Private Wealth LP | 0.01% | Reduce -9.2% | 97,380 | $5.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.2% | 95,917 | $5.1M |
| American Century Companies Inc. | 0.00% | Reduce -13.8% | 89,420 | $4.8M |
| Ervin Investment Management, LLC | 3.16% | Add +148.9% | 87,485 | $4.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.2% | 86,937 | $4.7M |
| Commerce Bank | 0.03% | Add +0.6% | 85,698 | $4.6M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.3% | 83,797 | $4.5M |
| Kera Capital Partners, Inc. | 1.31% | Add +110.8% | 82,311 | $4.4M |
| ExodusPoint Capital Management, LP | 0.06% | New | 81,504 | $4.4M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -39.8% | 80,665 | $4.3M |
| Edgestream Partners, L.P. | 0.15% | Add +2.1% | 80,300 | $4.3M |
| Treasurer of the State of North Carolina | 0.02% | Add +4.1% | 79,867 | $4.3M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -14.4% | 77,805 | $4.2M |
| Amalgamated Bank | 0.03% | Reduce -3.5% | 76,064 | $4.1M |
| Truist Financial Corp. | 0.01% | Add +1140.3% | 75,883 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.1% | 73,171 | $3.9M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -4.3% | 72,552 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 68,857 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +133.5% | 68,626 | $3.7M |
| Tocqueville Asset Management L.P. | 0.06% | Reduce -0.9% | 67,369 | $3.6M |
| Acadian Asset Management LLC | 0.01% | Reduce -51.5% | 66,936 | $3.6M |
| Comerica Bank | 0.01% | Reduce -15.1% | 66,449 | $3.6M |
| Y-Intercept (Hong Kong) Ltd | 0.23% | Add +369.4% | 64,054 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.6% | 63,680 | $3.4M |
| Squarepoint Ops LLC | 0.01% | Reduce -41.8% | 63,080 | $3.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | New | 61,992 | $3.3M |
| Abn Amro Investment Solutions | 0.07% | Add +3.4% | 60,422 | $3.2M |
| Insight Wealth Strategies, LLC | 0.43% | Add +7.5% | 60,109 | $3.2M |
| Gateway Investment Advisers LLC | 0.04% | Add +6.8% | 59,572 | $3.2M |
| Nebula Research & Development LLC | 0.29% | New | 59,360 | $3.2M |
| Yousif Capital Management, LLC | 0.04% | Reduce -2.4% | 58,935 | $3.2M |
| Campbell & CO Investment Adviser LLC | 0.24% | New | 58,588 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -9.8% | 57,313 | $3.1M |
| Voya Investment Management LLC | 0.00% | Reduce -44.1% | 56,122 | $3.0M |
| Covenant Asset Management, LLC | 0.73% | Add +1.6% | 54,374 | $2.9M |
| First Wilshire Securities Management Inc. | 0.82% | Reduce -1.1% | 53,221 | $2.9M |
| Segall Bryant & Hamill, LLC | 0.04% | No change | 52,064 | $2.8M |
| Marex Group Ltd | 0.05% | New | 51,968 | $2.8M |
| PEAK6 LLC | 0.11% | New | 51,652 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -5.0% | 51,518 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.09% | Add +57.3% | 51,140 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 50,535 | $2.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +3.5% | 49,441 | $2.6M |
| Creative Planning | 0.00% | Add +59.3% | 49,287 | $2.6M |
| 1492 Capital Management LLC | 1.42% | Reduce -49.4% | 49,222 | $2.6M |
| PGGM Investments | 0.04% | No change | 48,676 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 47,164 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -23.7% | 47,013 | $2.5M |
| Laurion Capital Management LP | 0.20% | Reduce -32.0% | 46,240 | $2.5M |
| Richard Bernstein Advisors LLC | 0.06% | New | 46,051 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.1% | 45,600 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +1.3% | 45,062 | $2.4M |
| FORA Capital, LLC | 0.24% | Add +328.4% | 44,721 | $2.4M |
| Qsemble Capital Management, LP | 0.25% | New | 44,661 | $2.4M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.3% | 58,032 | $2.4M |
| Arizona State Retirement System | 0.02% | Reduce -1.2% | 44,210 | $2.4M |
| Handelsbanken Fonder AB | 0.01% | No change | 43,003 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +109.8% | 42,554 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -11.6% | 41,527 | $2.2M |
| Empowered Funds, LLC | 0.03% | Reduce -66.7% | 41,430 | $2.2M |
| Wedge Capital Management L L P | 0.04% | Add +47.2% | 41,173 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +16.8% | 40,804 | $2.2M |
| AlphaCore Capital LLC | 0.19% | Add +1.4% | 40,729 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -26.6% | 39,989 | $2.1M |
| Davidson Capital Management Inc. | 0.57% | New | 39,439 | $2.1M |
| Safeguard Investment Advisory Group, LLC | 0.57% | No change | 39,437 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -3.4% | 39,273 | $2.1M |
| Intrepid Capital Management Inc. | 1.26% | Reduce -9.0% | 39,025 | $2.1M |
| State of Michigan Retirement System | 0.01% | Add +1.6% | 39,016 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.6% | 38,919 | $2.1M |
| Evelyn Partners Investment Management LLP | 0.07% | Reduce -2.2% | 38,888 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.8% | 38,874 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -0.8% | 38,874 | $2.1M |
| Caxton Associates LLP | 0.07% | — | 38,296 | $2.1M |
| Natixis | 0.01% | New | 39,344 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -27.0% | 38,174 | $2.0M |
| Wittenberg Investment Management, Inc. | 0.93% | Reduce -4.0% | 38,170 | $2.0M |
| Point72 Hong Kong Ltd | 0.15% | New | 38,042 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -10.3% | 37,431 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.3% | 36,201 | $1.9M |
| ACR Alpine Capital Research, LLC | 0.04% | Reduce -66.2% | 36,155 | $1.9M |
| Occudo Quantitative Strategies LP | 0.26% | New | 36,965 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 33,119 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.3% | 32,987 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.3% | 31,898 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | No change | 31,200 | $1.7M |
| Bank of Nova Scotia | 0.00% | New | 30,888 | $1.7M |
| Harbour Capital Advisors, LLC | 0.40% | Add +23.8% | 33,965 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Reduce -1.1% | 30,324 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 30,264 | $1.6M |
| Radnor Capital Management, LLC | 0.27% | No change | 30,210 | $1.6M |
| FJ Capital Management LLC | 0.17% | Add +14.9% | 30,148 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -8.4% | 29,973 | $1.6M |
| Intrinsic Value Partners, LLC | 1.58% | Reduce -2.5% | 29,934 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Add +38.6% | 29,542 | $1.6M |
| Utah Retirement Systems | 0.02% | No change | 28,784 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 28,781 | $1.5M |
| Moors & Cabot, Inc. | 0.08% | Add +44.3% | 28,500 | $1.5M |
| Cinctive Capital Management LP | 0.12% | Reduce -59.6% | 28,353 | $1.5M |
| Wellington Shields Capital Management, LLC | 0.27% | No change | 28,000 | $1.5M |
| VestGen Advisors, LLC | 0.07% | — | 27,894 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +161.9% | 28,288 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.9% | 27,844 | $1.5M |
| Man Group plc | 0.00% | Add +185.9% | 27,697 | $1.5M |
| MBM Wealth Consultants, LLC | 0.44% | Reduce -0.8% | 27,627 | $1.5M |
| Epacria Capital Partners, LLC | 1.20% | Reduce -33.0% | 27,381 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -55.1% | 26,980 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.0% | 26,846 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Add +11.9% | 26,001 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +3.8% | 25,615 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Reduce -25.1% | 25,529 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -13.3% | 25,484 | $1.4M |
| Prescott Group Capital Management, L.L.C. | 0.19% | No change | 25,000 | $1.3M |
| Centennial Bank | 0.64% | Reduce -0.3% | 24,935 | $1.3M |
| Redwood Investment Management, LLC | 0.14% | Add +6.2% | 24,792 | $1.3M |
| Parsons Capital Management Inc. | 0.07% | No change | 24,743 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Add +522.5% | 24,129 | $1.3M |
| Xponance LLC | 0.01% | Reduce -5.5% | 23,789 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -13.7% | 23,219 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Reduce -7.0% | 23,098 | $1.2M |
| MorganRosel Wealth Management, LLC | 0.37% | New | 23,039 | $1.2M |
| Bank of Montreal | 0.00% | Add +1.0% | 22,909 | $1.2M |
| Condor Capital Management | 0.11% | Reduce -1.0% | 22,632 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -95.9% | 22,519 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Add +55.1% | 22,507 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +1.2% | 22,202 | $1.2M |
| Summit Financial, LLC | 0.03% | Add +0.3% | 21,779 | $1.2M |
| Storebrand Asset Management As | 0.00% | Reduce -2.8% | 21,670 | $1.2M |
| Aigen Investment Management, LP | 0.18% | New | 21,621 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +10.5% | 21,588 | $1.2M |
| Gotham Asset Management | 0.01% | Reduce -1.4% | 21,410 | $1.1M |
| XTX Topco Ltd | 0.06% | Reduce -20.0% | 21,145 | $1.1M |
| Engineers Gate Manager LP | 0.02% | New | 20,987 | $1.1M |
| Bard Financial Services, Inc. | 0.14% | Reduce -0.6% | 20,675 | $1.1M |
| Bayesian Capital Management, LP | 0.18% | New | 20,000 | $1.1M |
| Bridgeway Capital Management, LLC | 0.03% | New | 20,000 | $1.1M |
| Twinbeech Capital LP | 0.02% | New | 19,927 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +56.0% | 19,808 | $1.1M |
| Carmel Capital Partners, LLC | 0.41% | Reduce -0.1% | 19,398 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Add +3.1% | 19,079 | $1.0M |
| Highland Capital Management, LLC | 0.06% | Add +2.4% | 19,015 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.43% | New | 18,700 | $1.0M |
| AMG National Trust Bank | 0.03% | Reduce -10.0% | 18,649 | $999K |
| Elo Mutual Pension Insurance Co | 0.02% | New | 18,569 | $995K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -40.9% | 18,551 | $994K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 18,100 | $970K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.1% | 17,876 | $958K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 17,809 | $954K |
| Brevan Howard Capital Management LP | 0.03% | New | 17,406 | $932K |
| Maxi Investments CY Ltd | 0.18% | Reduce -13.9% | 17,200 | $921K |
| Quantum Portfolio Management LLC | 0.46% | Reduce -0.6% | 17,077 | $915K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,034 | $913K |
| Blair William & Co. | 0.00% | Add +0.0% | 17,041 | $913K |
| Wolverine Trading, LLC | 0.03% | New | 16,870 | $881K |
| &partners | 0.01% | Add +18.6% | 17,299 | $876K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.1% | 15,417 | $826K |
| Fulton Bank, N.A. | 0.03% | Add +4.1% | 15,414 | $826K |
| Citadel Investment Advisory, Inc. | 0.40% | Add +3.4% | 15,285 | $819K |
| Ofi Invest Asset Management | 0.02% | Add +117.5% | 16,486 | $818K |
| Ethic Inc. | 0.02% | Reduce -3.3% | 15,256 | $817K |
| Quadrant Capital Group LLC | 0.03% | Add +407.8% | 15,032 | $805K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 15,025 | $805K |
| Harbor Advisors LLC | 0.14% | No change | 15,000 | $804K |
| Credit Agricole S A | 0.00% | Reduce -47.0% | 14,997 | $803K |
| King Luther Capital Management Corp. | 0.00% | Reduce -0.7% | 14,916 | $799K |
| Ancora Advisors LLC | 0.02% | Reduce -0.7% | 14,675 | $786K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -84.9% | 14,643 | $784K |
| Shelton Wealth Management, LLC | 0.45% | Reduce -1.5% | 14,639 | $784K |
| Catalyst Financial Partners LLC | 0.14% | Add +0.3% | 14,144 | $758K |
| Kwmg, LLC | 0.08% | Reduce -2.3% | 14,139 | $757K |
| Jefferies Financial Group Inc. | 0.01% | No change | 14,133 | $757K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -69.0% | 13,928 | $746K |
| Tidal Investments LLC | 0.01% | Reduce -31.3% | 13,847 | $742K |
| Thoma Capital Management LLC | 0.52% | Reduce -4.1% | 13,824 | $741K |
| Ieq Capital, LLC | 0.01% | Add +278.9% | 13,700 | $734K |
| Mariner, LLC | 0.00% | Add +3.1% | 13,689 | $733K |
| SG Americas Securities, LLC | 0.00% | Add +687.1% | 13,633 | $730K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.2% | 13,523 | $724K |
| Pacer Advisors, Inc. | 0.00% | Reduce -70.5% | 13,354 | $715K |
| Secure Asset Management, LLC | 0.14% | New | 13,001 | $696K |
| Silvercrest Asset Management Group LLC | 0.01% | Add +3.0% | 12,975 | $695K |
| Roberts Capital Advisors, LLC | 0.59% | No change | 12,594 | $675K |
| Danske Bank A/S | 0.00% | Add +1.2% | 12,542 | $672K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.7% | 12,412 | $665K |
| Securian Asset Management, Inc. | 0.02% | Add +0.8% | 12,372 | $663K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -28.2% | 11,963 | $641K |
| Encompass More Asset Management | 0.19% | New | 11,886 | $637K |
| Banque Pictet & Cie SA | 0.01% | New | 11,498 | $616K |
| Entropy Technologies, LP | 0.06% | New | 11,380 | $610K |
| Connable Office Inc. | 0.06% | No change | 11,200 | $600K |
| Chou Associates Management Inc. | 0.32% | No change | 10,987 | $589K |
| Sylvest Advisors, LLC | 0.37% | Add +5.4% | 10,918 | $585K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.27% | Add +33.5% | 10,700 | $573K |
| United Services Automobile Association | 0.02% | No change | 10,338 | $540K |
| Am Investment Strategies LLC | 0.13% | No change | 10,000 | $536K |
| Headlands Technologies LLC | 0.06% | New | 9,982 | $535K |
| Redmont Wealth Advisors LLC | 1.03% | Reduce -28.4% | 9,899 | $530K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -88.0% | 9,600 | $514K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.9% | 9,594 | $514K |
| Prelude Capital Management, LLC | 0.05% | New | 9,513 | $510K |
| Alyeska Investment Group, L.P. | 0.00% | New | 9,468 | $507K |
| DNB Asset Management AS | 0.00% | Add +206.2% | 9,305 | $498K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +1.1% | 9,450 | $493K |
| CI Investments Inc. | 0.00% | Add +11.9% | 9,205 | $493K |
| Simmons Bank | 0.04% | Add +3.5% | 8,970 | $481K |
| Pinnacle Associates Ltd. | 0.01% | Add +3.8% | 8,733 | $468K |
| Yelin Lapidot Holdings Management Ltd. | 0.09% | No change | 8,652 | $463K |
| GF Fund Management Co. LTD. | 0.01% | New | 8,625 | $462K |
| Bokf, NA | 0.01% | New | 8,613 | $461K |
| Equitable Trust Co. | 0.03% | Reduce -38.9% | 8,600 | $461K |
| UMB Bank, n.a. | 0.01% | Add +5.8% | 8,534 | $457K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -40.2% | 8,425 | $451K |
| Vident Advisory, LLC | 0.01% | Add +31.5% | 8,371 | $448K |
| CW Advisors, LLC | 0.01% | Add +6.4% | 8,346 | $447K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -40.6% | 8,314 | $445K |
| Monetary Management Group Inc. | 0.12% | Reduce -20.2% | 8,300 | $445K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -15.6% | 8,158 | $437K |
| Carnegie Investment Counsel | 0.01% | Add +46.8% | 9,459 | $431K |
| Arnhold LLC | 0.04% | Reduce -90.0% | 8,000 | $429K |
| Meeder Advisory Services, Inc. | 0.03% | Add +2.5% | 7,967 | $427K |
| Longfellow Investment Management Co. LLC | 0.10% | New | 7,840 | $420K |
| Forum Financial Management, LP | 0.01% | Reduce -1.2% | 7,628 | $409K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,864 | $407K |
| Permanens Capital L.P. | 0.07% | New | 7,580 | $406K |
| Alteri Wealth LLC | 0.18% | No change | 7,562 | $405K |
| Crewe Advisors LLC | 0.06% | No change | 7,546 | $404K |
| Boston Trust Walden Corp | 0.00% | No change | 7,500 | $402K |
| Simplex Trading, LLC | 0.01% | Add +15.6% | 7,395 | $396K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.9% | 7,356 | $394K |
| Apexium Financial, LP | 0.02% | No change | 7,263 | $389K |
| Sterling Capital Management LLC | 0.01% | Reduce -13.3% | 7,128 | $382K |
| AlphaQuest LLC | 0.04% | New | 7,041 | $377K |
| Compound Planning, Inc. | 0.02% | Add +0.3% | 7,034 | $377K |
| Farringdon Capital, Ltd. | 0.19% | Add +2.8% | 6,970 | $373K |
| ProShare Advisors LLC | 0.00% | Reduce -8.7% | 6,936 | $372K |
| Parallel Advisors, LLC | 0.01% | Add +285.8% | 6,851 | $367K |
| Centiva Capital, LP | 0.02% | Reduce -75.8% | 6,847 | $367K |
| Shell Asset Management Co. | 0.02% | Reduce -4.6% | 6,768 | $363K |
| Point72 (DIFC) Ltd | 0.03% | New | 6,755 | $362K |
| Cooper Financial Group | 0.05% | Add +0.6% | 6,727 | $360K |
| CIBC Asset Management Inc | 0.00% | Add +2.2% | 6,649 | $356K |
| Net Worth Advisory Group | 0.11% | Add +1.9% | 6,614 | $354K |
| Maple Capital Management, Inc. | 0.03% | Add +0.0% | 6,318 | $338K |
| NorthRock Partners, LLC | 0.01% | Add +8.0% | 6,198 | $332K |
| Aspiriant, LLC | 0.01% | Add +1.0% | 6,135 | $329K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.2% | 6,051 | $324K |
| Country Club Bank | 0.02% | No change | 6,200 | $324K |
| Searle & Co. | 0.09% | No change | 6,000 | $321K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 6,000 | $321K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.5% | 5,976 | $320K |
| HB Wealth Management, LLC | 0.00% | Add +9.8% | 5,918 | $317K |
| PFG Investments, LLC | 0.02% | Reduce -3.0% | 5,893 | $316K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.7% | 5,865 | $314K |
| Versor Investments LP | 0.05% | New | 5,852 | $313K |
| Greenleaf Trust | 0.00% | Reduce -10.8% | 5,848 | $313K |
| Shelton Capital Management | 0.01% | Reduce -4.8% | 5,830 | $312K |
| Quent Capital, LLC | 0.03% | Reduce -7.8% | 5,791 | $310K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -17.5% | 6,484 | $305K |
| Whitener Capital Management, Inc. | 0.08% | Reduce -1.8% | 5,495 | $294K |
| EntryPoint Capital, LLC | 0.13% | New | 5,423 | $291K |
| Bayforest Capital Ltd | 0.13% | New | 5,422 | $290K |
| M.E. Allison & Co., Inc. | 0.29% | No change | 5,400 | $289K |
| Bfsg, LLC | 0.04% | Reduce -6.4% | 5,394 | $289K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -3.6% | 5,148 | $276K |
| OneDigital Investment Advisors LLC | 0.00% | Add +29.3% | 5,102 | $273K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 5,089 | $273K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.4% | 5,071 | $272K |
| Panagora Asset Management Inc. | 0.00% | No change | 5,066 | $271K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -7.1% | 5,034 | $270K |
| Sciencast Management LP | 0.06% | New | 4,983 | $267K |
| Catalyst Funds Management Pty Ltd | 0.07% | Reduce -69.7% | 4,980 | $267K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.5% | 4,922 | $264K |
| Alaska Permanent Fund Corp | 0.00% | No change | 5,622 | $263K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 4,884 | $262K |
| Townsquare Capital LLC | 0.00% | Add +76.0% | 4,851 | $260K |
| Stephens Inc. | 0.00% | Reduce -46.8% | 4,832 | $259K |
| Signaturefd, LLC | 0.00% | Add +1.6% | 4,816 | $258K |
| Trivium Point Advisory, LLC | 0.03% | No change | 4,730 | $253K |
| Pitcairn Co. | 0.02% | Add +4.1% | 4,680 | $251K |
| Vestor Capital, LLC | 0.02% | No change | 4,646 | $249K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.4% | 4,490 | $241K |
| Pinnacle Financial Partners Inc | 0.00% | Add +2.9% | 4,450 | $238K |
| Sage Capital Management, LLC | 0.13% | Add +0.6% | 4,407 | $236K |
| Bank of Marin | 0.29% | New | 4,294 | $230K |
| Prospera Financial Services Inc | 0.01% | Add +60.1% | 4,263 | $229K |
| Sanders Morris Harris LLC | 0.04% | No change | 4,200 | $225K |
| Glenmede Trust Co. NA | 0.00% | New | 4,150 | $222K |
| MKT Advisors LLC | 0.10% | No change | 5,275 | $222K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -54.9% | 4,140 | $222K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -14.6% | 4,106 | $220K |
| Diligent Investors, LLC | 0.05% | No change | 4,100 | $220K |
| Moody Aldrich Partners LLC | 0.05% | Reduce -28.0% | 4,074 | $218K |
| R Squared Ltd | 0.22% | New | 3,920 | $210K |
| Creekside Partners | 0.11% | No change | 3,910 | $209K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.5% | 3,901 | $209K |
| Aspen Grove Capital, LLC | 0.04% | New | 3,898 | $209K |
| Belmont Capital, LLC | 0.04% | No change | 3,863 | $207K |
| SMART Wealth LLC | 0.07% | New | 3,779 | $202K |
| Profund Advisors LLC | 0.01% | Reduce -2.9% | 3,765 | $202K |
| Blankinship & Foster, LLC | 0.05% | No change | 3,741 | $200K |
| Guggenheim Capital LLC | 0.00% | Add +28.5% | 3,741 | $200K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -2.8% | 3,473 | $186K |
| Lanark Financial, Inc. | 0.02% | — | 3,438 | $184K |
| VSM Wealth Advisory, LLC | 0.07% | No change | 3,420 | $183K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.8% | 3,022 | $162K |
| Caitong International Asset Management Co., Ltd | 0.12% | New | 2,950 | $158K |
| NFSG Corp | 0.04% | No change | 2,900 | $155K |
| Fifth Third Bancorp | 0.00% | Add +13.8% | 2,873 | $154K |
| Blue Trust, Inc. | 0.00% | Reduce -25.1% | 2,842 | $152K |
| Towne Trust Company, N.A | 0.05% | New | 2,592 | $139K |
| Colonial Trust Co / SC | 0.02% | Reduce -1.5% | 2,578 | $138K |
| Assetmark, Inc. | 0.00% | Reduce -2.4% | 2,521 | $135K |
| HM Payson & Co. | 0.00% | Reduce -35.1% | 2,400 | $129K |
| Creative Financial Designs Inc. | 0.01% | Add +86.6% | 2,282 | $122K |
| Harbour Investments, Inc. | 0.00% | Add +23.6% | 2,282 | $122K |
| Ridgewood Investments LLC | 0.06% | No change | 2,200 | $118K |
| Private Wealth Asset Management, LLC | 0.02% | — | 2,054 | $110K |
| Spire Wealth Management | 0.00% | Reduce -5.1% | 1,870 | $100K |
| Sierra Ocean, LLC | 0.08% | Add +824.0% | 1,848 | $99K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -6.3% | 1,720 | $92K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +105.5% | 1,525 | $82K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -32.4% | 1,520 | $81K |
| TD Private Client Wealth LLC | 0.00% | Reduce -44.9% | 1,492 | $80K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 1,454 | $78K |
| Macquarie Group Ltd. | 0.00% | Reduce -55.8% | 1,428 | $76K |
| Allworth Financial LP | 0.00% | Reduce -49.3% | 1,631 | $76K |
| Cwm, LLC | 0.00% | Reduce -15.6% | 1,419 | $76K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.0% | 1,390 | $74K |
| IFP Advisors, Inc | 0.00% | Add +87.9% | 1,387 | $74K |
| Albion Financial Group | 0.00% | No change | 1,260 | $67K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 1,240 | $66K |
| Huntington National Bank | 0.00% | Add +3248.7% | 1,239 | $66K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,232 | $66K |
| GAMMA Investing LLC | 0.00% | Add +123.9% | 1,151 | $62K |
| Plato Investment Management Ltd | 0.00% | Reduce -89.7% | 1,034 | $56K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.4% | 1,009 | $54K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -32.1% | 1,000 | $54K |
| Versant Capital Management, Inc | 0.01% | Add +20.3% | 948 | $51K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.4% | 929 | $49K |
| Arax Advisory Partners | 0.00% | Add +38.3% | 863 | $46K |
| Principal Securities, Inc. | 0.00% | No change | 575 | $45K |
| High Note Wealth, LLC | 0.01% | No change | 812 | $43K |
| Walleye Capital LLC | 0.00% | New | 796 | $43K |
| JCIC Asset Management Inc. | 0.02% | Add +193.8% | 705 | $38K |
| Eastern Bank | 0.00% | No change | 679 | $36K |
| Continuum Advisory, LLC | 0.00% | Reduce -34.1% | 666 | $36K |
| Private Trust Co. NA | 0.00% | Reduce -3.5% | 629 | $34K |
| Bessemer Group Inc. | 0.00% | Reduce -69.8% | 613 | $33K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 482 | $32K |
| Jones Financial Companies LLLP | 0.00% | Add +4561.5% | 606 | $32K |
| Elequin Capital, LP | 0.01% | Add +117.9% | 549 | $29K |
| Lindbrook Capital, LLC | 0.00% | Add +33.3% | 528 | $28K |
| Rothschild Investment LLC | 0.00% | Add +1.9% | 526 | $28K |
| Optiver Holding B.V. | 0.00% | New | 466 | $25K |
| Parkside Financial Bank & Trust | 0.00% | Add +71.1% | 450 | $24K |
| First Horizon Advisors, Inc. | 0.00% | No change | 444 | $24K |
| Brooklyn Investment Group | 0.01% | Add +17.5% | 436 | $23K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 433 | $23K |
| Legacy Bridge, LLC | 0.01% | No change | 431 | $23K |
| Atticus Wealth Management, LLC | 0.01% | No change | 425 | $23K |
| Westside Investment Management, Inc. | 0.00% | No change | 421 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 395 | $21K |
| Deseret Mutual Benefit Administrators | 0.01% | Reduce -26.3% | 362 | $19K |
| Rise Advisors, LLC | 0.01% | Reduce -19.6% | 360 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.6% | 344 | $18K |
| Peregrine Capital Management LLC | 0.00% | No change | 340 | $18K |
| ORG Partners LLC | 0.00% | Add +857.1% | 335 | $18K |
| Contravisory Investment Management, Inc. | 0.00% | New | 333 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 320 | $17K |
| Hemington Wealth Management | 0.00% | Reduce -2.7% | 326 | $17K |
| Costello Asset Management, INC | 0.01% | New | 307 | $16K |
| Trust Co. of Vermont | 0.00% | No change | 300 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 290 | $16K |
| SVB Wealth LLC | 0.00% | New | 255 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 240 | $13K |
| MAI Capital Management | 0.00% | Add +645.2% | 231 | $12K |
| CoreCap Advisors, LLC | 0.00% | Reduce -92.0% | 226 | $12K |
| Pineridge Advisors LLC | 0.00% | Add +0.5% | 221 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.4% | 209 | $11K |
| Covestor Ltd | 0.01% | Reduce -26.0% | 208 | $11K |
| Tsfg, LLC | 0.00% | No change | 205 | $11K |
| Whittier Trust Co. | 0.00% | No change | 201 | $11K |
| Ramirez Asset Management, Inc. | 0.00% | New | 200 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 198 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -62.2% | 198 | $11K |
| LRI Investments, LLC | 0.00% | No change | 181 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 174 | $9K |
| NewSquare Capital LLC | 0.00% | Add +2014.3% | 148 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -50.0% | 143 | $8K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 132 | $7K |
| Stephens Consulting, LLC | 0.00% | Reduce -64.0% | 131 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +74.3% | 122 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 111 | $6K |
| Hexagon Capital Partners LLC | 0.00% | No change | 109 | $6K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 104 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 103 | $6K |
| Millstone Evans Group, LLC | 0.00% | No change | 100 | $5K |
| Cornerstone Planning Group LLC | 0.00% | New | 98 | $4K |
| Manchester Capital Management LLC | 0.00% | Add +10.4% | 74 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 71 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -41.5% | 69 | $4K |
| WealthCollab, LLC | 0.00% | No change | 57 | $3K |
| Mather Group, Llc. | 0.00% | No change | 55 | $3K |
| Trust Co | 0.00% | No change | 54 | $3K |
| SouthState Bank Corp | 0.00% | New | 50 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 48 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -6.4% | 44 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -19.6% | 41 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 40 | $2K |
| Hollencrest Capital Management | 0.00% | Add +2.7% | 38 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 53 | $2K |
| Sachetta, LLC | 0.00% | No change | 35 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Add +469.7% | 188 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 30 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -6.5% | 29 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +50.0% | 24 | $1K |
| WealthTrak Capital Management LLC | 0.00% | Add +300.0% | 20 | $1K |
| Colonial Trust Advisors | 0.00% | No change | 20 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 27 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 18 | $964 |
| AdvisorNet Financial, Inc | 0.00% | Add +260.0% | 18 | $964 |
| SBI Securities Co., Ltd. | 0.00% | No change | 18 | $964 |
| Rialto Wealth Management, LLC | 0.00% | New | 17 | $911 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 16 | $857 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 15 | $804 |
| Salem Investment Counselors Inc. | 0.00% | No change | 15 | $804 |
| Cromwell Holdings LLC | 0.00% | New | 14 | $750 |
| True Wealth Design, LLC | 0.00% | New | 13 | $697 |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $643 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 8 | $428 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -25.0% | 6 | $283 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $268 |
| MV Capital Management, Inc. | 0.00% | Add +400.0% | 5 | $268 |
| HFM Investment Advisors, LLC | 0.00% | — | 3 | $161 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 2 | $107 |
| Rakuten Securities, Inc. | 0.00% | Reduce -96.7% | 1 | $54 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $0 |
| Avion Wealth | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is JEF's weight in each manager's 13F, not the share of Jefferies Financial Group Inc. the manager owns.