Jefferies Financial GroupJEF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 557 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, down 7 from Q1 2025. 74 opened new positions and 80 sold out. The largest holders were BlackRock, Inc. ($842.0M), Vanguard Group Inc. ($817.8M) and Sumitomo Mitsui Financial Group, Inc. ($505.7M). 11 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Jefferies Financial Group Inc.
- CUSIP
- 47233W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $249.5M |
| Exits | 80 | $184.1M |
All 13F filers, Q1 2025 → Q2 2025: 14,064,220 shares bought and 12,503,120 shares sold, net +1,561,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 557 holders
| BlackRock, Inc. | 0.02% | Reduce -2.8% | 15,396,126 | $842.0M |
| Vanguard Group Inc. | 0.01% | Reduce -2.1% | 14,952,778 | $817.8M |
| Sumitomo Mitsui Financial Group, Inc. | 8.25% | No change | 9,247,081 | $505.7M |
| Allspring Global Investments Holdings, LLC | 0.65% | Add +9.0% | 6,990,180 | $388.4M |
| Alliancebernstein L.P. | 0.12% | Reduce -1.7% | 6,694,843 | $366.1M |
| State Street Corp. | 0.01% | Reduce -5.0% | 4,837,147 | $264.5M |
| Massachusetts Mutual Life Insurance Co. | 16.56% | No change | 4,655,231 | $254.6M |
| JPMorgan Chase & Co. | 0.02% | Reduce -12.3% | 4,498,154 | $246.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +12.2% | 2,932,742 | $160.4M |
| Morgan Stanley | 0.01% | Add +23.1% | 2,880,295 | $157.5M |
| Geode Capital Management, LLC | 0.01% | Reduce -3.4% | 2,865,752 | $156.8M |
| First Pacific Advisors, LP | 2.05% | Reduce -0.0% | 2,580,283 | $141.1M |
| Fisher Asset Management | 0.05% | Add +45.2% | 2,082,840 | $113.9M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.37% | Add +1.0% | 1,993,228 | $109.0M |
| Norges Bank | 0.01% | Reduce -7.4% | 1,962,996 | $107.4M |
| Bank of America Corp. | 0.01% | Reduce -0.4% | 1,688,785 | $92.4M |
| Barclays PLC | 0.04% | Reduce -40.3% | 1,673,724 | $91.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.8% | 1,588,023 | $86.8M |
| Principal Financial Group Inc. | 0.05% | Reduce -0.9% | 1,573,857 | $86.1M |
| Invesco Ltd. | 0.01% | Reduce -25.1% | 1,561,855 | $85.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.2% | 1,529,389 | $83.6M |
| Two Sigma Investments, LP | 0.15% | Add +38.5% | 1,467,286 | $80.2M |
| Eminence Capital, LP | 1.18% | New | 1,462,014 | $80.0M |
| Northern Trust Corp. | 0.01% | Reduce -5.8% | 1,461,497 | $79.9M |
| Qube Research & Technologies Ltd | 0.10% | Add +9.1% | 1,338,466 | $73.2M |
| Artemis Investment Management LLP | 0.91% | Add +187.1% | 1,292,186 | $70.7M |
| Beck Mack & Oliver LLC | 1.34% | Reduce -2.3% | 1,283,354 | $70.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 1,133,781 | $62.0M |
| Two Sigma Advisers, LP | 0.12% | Add +79.0% | 1,073,500 | $58.7M |
| Nuveen, LLC | 0.01% | Reduce -10.0% | 991,109 | $54.2M |
| Federated Hermes, Inc. | 0.10% | Add +6056.0% | 949,070 | $51.9M |
| NewEdge Wealth, LLC | 0.71% | Add +55.4% | 781,548 | $45.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.52% | No change | 798,000 | $43.6M |
| Balyasny Asset Management L.P. | 0.09% | Add +795.2% | 722,103 | $39.5M |
| FMR LLC | 0.00% | Reduce -4.3% | 715,903 | $39.2M |
| Millennium Management | 0.04% | Reduce -56.7% | 707,368 | $38.7M |
| Private Management Group Inc. | 1.19% | Add +3.5% | 671,988 | $36.8M |
| Moerus Capital Management LLC | 15.54% | Add +15.9% | 665,854 | $36.4M |
| Marshall Wace, LLP | 0.04% | Add +156.0% | 643,998 | $35.2M |
| Freestone Grove Partners LP | 0.27% | Add +8.0% | 642,849 | $35.2M |
| Holocene Advisors, LP | 0.08% | New | 592,341 | $32.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +34.2% | 587,585 | $32.1M |
| Citadel Advisors | 0.03% | Reduce -6.8% | 577,391 | $31.6M |
| Mraz, Amerine & Associates, Inc. | 5.01% | Add +5.3% | 571,327 | $31.2M |
| Renaissance Technologies | 0.04% | Reduce -20.8% | 537,589 | $29.4M |
| Miller Howard Investments Inc. | 0.90% | Add +0.1% | 521,040 | $28.5M |
| Baron Capital (BAMCO) | 0.08% | Add +36.9% | 519,528 | $28.4M |
| Retirement Systems of Alabama | 0.10% | Add +0.2% | 498,147 | $27.2M |
| Sei Investments Co. | 0.03% | Add +31.8% | 497,225 | $27.2M |
| Hosking Partners LLP | 1.07% | Reduce -21.2% | 491,629 | $26.9M |
| LSV Asset Management | 0.06% | Reduce -0.6% | 486,300 | $26.6M |
| Assenagon Asset Management S.A. | 0.04% | Add +18.2% | 474,501 | $26.0M |
| GoodHaven Capital Management, LLC | 8.50% | Add +0.5% | 442,287 | $24.2M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $23.7M |
| Rhumbline Advisers | 0.02% | Reduce -5.3% | 431,251 | $23.6M |
| Private Capital Management, LLC | 2.34% | Add +5.8% | 421,669 | $23.1M |
| UBS Group AG | 0.00% | Add +3.6% | 417,954 | $22.9M |
| AQR Capital Management | 0.02% | Add +74.0% | 410,439 | $22.4M |
| Deutsche Bank AG | 0.01% | Reduce -9.4% | 401,024 | $21.9M |
| First Trust Advisors LP | 0.02% | Reduce -22.5% | 399,823 | $21.9M |
| STRS Ohio | 0.08% | Reduce -2.3% | 399,104 | $21.8M |
| Kettle Hill Capital Management, LLC | 4.99% | New | 394,285 | $21.6M |
| Wells Fargo & Company | 0.00% | Add +18.7% | 388,132 | $21.2M |
| Tudor Investment Corporation | 0.16% | Add +100.6% | 386,821 | $21.2M |
| Captrust Financial Advisors | 0.04% | Reduce -57.0% | 357,540 | $19.6M |
| LPL Financial LLC | 0.01% | Add +3.0% | 357,348 | $19.5M |
| ExodusPoint Capital Management, LP | 0.23% | Add +329.8% | 350,268 | $19.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 347,771 | $19.0M |
| Legal & General Group Plc | 0.00% | Reduce -5.1% | 341,981 | $18.7M |
| Robotti Robert | 3.14% | Reduce -0.6% | 341,654 | $18.7M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -27.5% | 316,537 | $17.3M |
| California Public Employees Retirement System | 0.01% | Reduce -6.6% | 310,508 | $17.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -20.4% | 308,931 | $16.9M |
| Capital Fund Management S.A. | 0.18% | Add +62.0% | 303,145 | $16.6M |
| Burgundy Asset Management Ltd. | 0.16% | New | 299,958 | $16.4M |
| Swiss National Bank | 0.01% | Reduce -1.0% | 295,600 | $16.2M |
| Intech Investment Management LLC | 0.15% | Reduce -8.1% | 294,435 | $16.1M |
| Raymond James Financial Inc. | 0.01% | Add +3.0% | 293,619 | $16.1M |
| Royal Bank of Canada | 0.00% | Add +86.5% | 290,299 | $15.9M |
| Franklin Resources Inc. | 0.00% | Add +151.5% | 259,531 | $14.2M |
| Oppenheimer & Co. Inc. | 0.18% | Reduce -3.9% | 253,764 | $13.9M |
| Amundi | 0.00% | Add +8.6% | 226,025 | $12.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 233,250 | $12.8M |
| Cerity Partners LLC | 0.02% | Add +2.2% | 231,508 | $12.7M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -8.4% | 224,062 | $12.3M |
| Merrion Investment Management Co, LLC | 7.36% | Reduce -2.0% | 207,314 | $11.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.1% | 204,662 | $11.2M |
| First Manhattan Co. Llc. | 0.03% | Reduce -9.2% | 197,031 | $10.8M |
| Quantinno Capital Management LP | 0.05% | Add +32.9% | 195,446 | $10.7M |
| D. E. Shaw & Co. | 0.01% | New | 189,527 | $10.4M |
| New York State Teachers Retirement System | 0.02% | No change | 189,289 | $10.4M |
| Victory Capital Management Inc. | 0.01% | Add +37.4% | 188,670 | $10.3M |
| PEAK6 LLC | 0.35% | Add +263.1% | 187,557 | $10.3M |
| Squarepoint Ops LLC | 0.02% | Add +175.2% | 173,564 | $9.5M |
| Rock Point Advisors, LLC | 2.68% | Add +1.6% | 173,422 | $9.5M |
| Focus Partners Wealth | 0.02% | Reduce -5.2% | 173,103 | $9.5M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +13.9% | 169,445 | $9.3M |
| Natixis | 0.05% | Add +323.1% | 166,466 | $9.1M |
| Beacon Investment Advisory Services, Inc. | 0.39% | Add +7.6% | 159,960 | $8.7M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -74.9% | 158,551 | $8.7M |
| Shapiro Capital Management LLC | 0.37% | New | 153,700 | $8.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -57.7% | 152,672 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.4% | 143,469 | $8.2M |
| Waterfront Wealth Inc. | 1.79% | Reduce -0.1% | 146,168 | $8.0M |
| Magnetar Financial LLC | 0.04% | New | 144,212 | $7.9M |
| California State Teachers Retirement System | 0.01% | Reduce -0.9% | 142,496 | $7.8M |
| Boston Partners | 0.01% | Reduce -3.4% | 141,433 | $7.7M |
| Lafayette Investments, Inc. | 1.53% | Reduce -0.0% | 138,810 | $7.6M |
| Cinctive Capital Management LP | 0.41% | Add +369.9% | 133,237 | $7.3M |
| Algert Global LLC | 0.15% | New | 132,426 | $7.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.6% | 131,653 | $7.2M |
| Gabelli Funds LLC | 0.05% | Reduce -0.5% | 128,710 | $7.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +230.1% | 126,015 | $7.0M |
| Poehling Capital Management, INC. | 1.59% | Add +4.7% | 124,345 | $6.8M |
| Wealth High Governance Capital Ltda | 2.10% | New | 124,000 | $6.8M |
| Cambria Investment Management, L.P. | 0.45% | Reduce -15.9% | 121,728 | $6.7M |
| State of Wisconsin Investment Board | 0.02% | Reduce -4.7% | 121,181 | $6.6M |
| HRT Financial LP | 0.03% | New | 121,154 | $6.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.5% | 118,763 | $6.5M |
| Trexquant Investment LP | 0.07% | New | 114,248 | $6.2M |
| Man Group plc | 0.01% | Add +309.1% | 113,317 | $6.2M |
| KBC Group NV | 0.02% | Reduce -4.4% | 107,253 | $5.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.0% | 104,079 | $5.7M |
| Corient Private Wealth LP | 0.01% | Add +3.0% | 100,331 | $5.5M |
| American Assets Investment Management, LLC | 0.44% | No change | 100,000 | $5.5M |
| RBF Capital, LLC | 0.27% | No change | 100,000 | $5.5M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -2.5% | 99,981 | $5.5M |
| Lee Danner & Bass Inc. | 0.42% | Reduce -6.7% | 97,690 | $5.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Add +57.4% | 97,597 | $5.3M |
| National Bank of Canada | 0.01% | Reduce -23.4% | 96,042 | $5.3M |
| Kera Capital Partners, Inc. | 1.02% | Add +14.7% | 94,426 | $5.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.6% | 92,431 | $5.1M |
| Jane Street Group, LLC | 0.01% | Reduce -56.1% | 92,384 | $5.1M |
| Nebula Research & Development LLC | 0.43% | Add +55.5% | 92,285 | $5.0M |
| Ervin Investment Management, LLC | 3.08% | Add +3.0% | 90,145 | $4.9M |
| 1492 Capital Management LLC | 2.22% | Add +78.1% | 87,653 | $4.8M |
| Point72 Asset Management | 0.01% | New | 85,968 | $4.7M |
| Commerce Bank | 0.03% | Add +0.0% | 85,700 | $4.7M |
| American Century Companies Inc. | 0.00% | Reduce -4.8% | 85,177 | $4.7M |
| Insight Wealth Strategies, LLC | 0.58% | Add +36.7% | 82,194 | $4.6M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -3.3% | 81,031 | $4.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -9.8% | 78,437 | $4.3M |
| Susquehanna Portfolio Strategies, LLC | 0.09% | Add +317.6% | 78,100 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +12.7% | 77,316 | $4.2M |
| BW Gestao de Investimentos Ltda. | 0.39% | New | 76,000 | $4.2M |
| Amalgamated Bank | 0.03% | Reduce -1.7% | 74,754 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 73,533 | $4.0M |
| Aquatic Capital Management LLC | 0.08% | New | 73,312 | $4.0M |
| Prana Capital Management, LP | 0.14% | New | 72,781 | $4.0M |
| Nisa Investment Advisors, LLC | 0.02% | No change | 72,552 | $4.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -10.4% | 71,518 | $3.9M |
| Gateway Investment Advisers LLC | 0.04% | Add +16.3% | 69,289 | $3.8M |
| Tocqueville Asset Management L.P. | 0.06% | Add +2.3% | 68,884 | $3.8M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 68,857 | $3.8M |
| Truist Financial Corp. | 0.01% | Reduce -9.3% | 68,837 | $3.8M |
| Comerica Bank | 0.01% | Add +2.4% | 68,013 | $3.7M |
| DRW Securities, LLC | 0.26% | New | 67,451 | $3.7M |
| Lighthouse Investment Partners, LLC | 0.15% | Reduce -52.5% | 64,013 | $3.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 60,790 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -56.7% | 60,737 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -87.7% | 58,953 | $3.2M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -8.1% | 58,538 | $3.2M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.3% | 58,202 | $3.2M |
| Brevan Howard Capital Management LP | 0.04% | Add +232.7% | 57,904 | $3.2M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.3% | 57,570 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.9% | 56,058 | $3.1M |
| Davidson Capital Management Inc. | 0.73% | Add +41.3% | 55,723 | $3.0M |
| ACR Alpine Capital Research, LLC | 0.05% | Add +47.4% | 53,280 | $2.9M |
| First Wilshire Securities Management Inc. | 0.79% | Reduce -0.5% | 52,982 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Add +22.8% | 52,237 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -0.8% | 50,742 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 50,535 | $2.8M |
| Laurion Capital Management LP | 0.33% | Add +8.3% | 50,093 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +148.6% | 49,238 | $2.7M |
| Wedge Capital Management L L P | 0.05% | Add +19.3% | 49,136 | $2.7M |
| Edgestream Partners, L.P. | 0.07% | Reduce -39.4% | 48,693 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +16.1% | 48,227 | $2.6M |
| Condor Capital Management | 0.23% | Add +111.7% | 47,908 | $2.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -17.1% | 47,536 | $2.6M |
| Creative Planning | 0.00% | Reduce -3.8% | 47,427 | $2.6M |
| Segall Bryant & Hamill, LLC | 0.04% | Reduce -11.5% | 46,064 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.4% | 45,800 | $2.5M |
| Arizona State Retirement System | 0.01% | Add +2.1% | 45,145 | $2.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -10.2% | 44,389 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.9% | 43,289 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.6% | 41,865 | $2.3M |
| Moors & Cabot, Inc. | 0.11% | Add +46.1% | 41,637 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -4.0% | 41,303 | $2.3M |
| AlphaCore Capital LLC | 0.09% | Add +0.9% | 41,116 | $2.2M |
| Safeguard Investment Advisory Group, LLC | 0.54% | No change | 39,437 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +41.4% | 39,369 | $2.2M |
| State of Michigan Retirement System | 0.01% | Add +0.5% | 39,216 | $2.1M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -85.8% | 39,021 | $2.1M |
| Wittenberg Investment Management, Inc. | 0.90% | Reduce -1.6% | 37,574 | $2.1M |
| Gradient Investments LLC | 0.04% | New | 36,610 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.5% | 36,380 | $2.0M |
| Acadian Asset Management LLC | 0.00% | Reduce -46.0% | 36,167 | $2.0M |
| Intrepid Capital Management Inc. | 1.04% | Reduce -7.7% | 36,012 | $2.0M |
| Caxton Associates LLP | 0.05% | Reduce -6.0% | 36,007 | $2.0M |
| HSBC Holdings PLC | 0.00% | Add +26.3% | 35,729 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.7% | 35,891 | $2.0M |
| Advisory Research Inc. | 0.30% | New | 35,660 | $2.0M |
| SG Americas Securities, LLC | 0.01% | Add +158.9% | 35,300 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -8.9% | 34,105 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +1.2% | 33,387 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -18.7% | 33,174 | $1.8M |
| New Mexico Educational Retirement Board | 0.06% | No change | 33,119 | $1.8M |
| Harbour Capital Advisors, LLC | 0.38% | Reduce -6.2% | 31,870 | $1.8M |
| Radnor Capital Management, LLC | 0.29% | Add +8.6% | 32,820 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +1.6% | 31,700 | $1.7M |
| MBM Wealth Consultants, LLC | 0.46% | Add +12.6% | 31,099 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Add +4.5% | 30,882 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +14.9% | 30,836 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.9% | 30,656 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.1% | 30,277 | $1.7M |
| Intrinsic Value Partners, LLC | 1.45% | Reduce -0.2% | 29,873 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -1.1% | 29,650 | $1.6M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -88.3% | 29,540 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -47.7% | 29,368 | $1.6M |
| US Bancorp \de | 0.00% | Add +15.2% | 29,345 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +14.1% | 29,214 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -26.0% | 29,068 | $1.6M |
| Wellington Shields Capital Management, LLC | 0.27% | Add +3.2% | 28,900 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -5.9% | 28,488 | $1.6M |
| Farringdon Capital, Ltd. | 0.52% | Add +308.0% | 28,439 | $1.6M |
| Connective Capital Management, LLC | 1.44% | New | 28,154 | $1.5M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 27,913 | $1.5M |
| Utah Retirement Systems | 0.02% | Reduce -4.2% | 27,570 | $1.5M |
| Evelyn Partners Investment Management LLP | 0.05% | Reduce -30.6% | 26,988 | $1.5M |
| CW Advisors, LLC | 0.01% | Add +218.5% | 26,582 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +17.3% | 26,404 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -9.4% | 26,079 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +11.8% | 25,970 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +44.3% | 25,698 | $1.4M |
| Verition Fund Management LLC | 0.01% | Reduce -87.8% | 25,372 | $1.4M |
| Prescott Group Capital Management, L.L.C. | 0.16% | No change | 25,000 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.3% | 24,941 | $1.4M |
| Redwood Investment Management, LLC | 0.14% | Reduce -0.0% | 24,782 | $1.4M |
| Parsons Capital Management Inc. | 0.08% | No change | 24,743 | $1.4M |
| Mariner, LLC | 0.00% | Add +80.1% | 24,654 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -52.2% | 24,605 | $1.3M |
| Lecap Asset Management Ltd. | 0.48% | New | 24,584 | $1.3M |
| Centennial Bank | 0.56% | Reduce -1.6% | 24,534 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.4% | 24,274 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Add +3.8% | 23,979 | $1.3M |
| Quantbot Technologies LP | 0.03% | New | 23,358 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | Reduce -11.2% | 23,091 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Reduce -4.7% | 22,995 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +0.8% | 22,390 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -17.4% | 22,283 | $1.2M |
| Summit Financial, LLC | 0.03% | Add +1.8% | 22,165 | $1.2M |
| VestGen Advisors, LLC | 0.05% | Reduce -20.9% | 22,068 | $1.2M |
| Storebrand Asset Management As | 0.00% | No change | 21,670 | $1.2M |
| Oxford Asset Management LLP | 0.38% | New | 21,416 | $1.2M |
| Gotham Asset Management | 0.01% | No change | 21,410 | $1.2M |
| Xponance LLC | 0.01% | Reduce -10.7% | 21,238 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -8.8% | 20,889 | $1.1M |
| Secure Asset Management, LLC | 0.21% | Add +59.8% | 20,781 | $1.1M |
| Shelton Wealth Management, LLC | 0.56% | Add +38.7% | 20,306 | $1.1M |
| Bard Financial Services, Inc. | 0.13% | Reduce -2.4% | 20,175 | $1.1M |
| Gsa Capital Partners LLP | 0.08% | New | 20,091 | $1.1M |
| &partners | 0.01% | Add +15.2% | 19,931 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +2.6% | 18,342 | $1.0M |
| Aigen Investment Management, LP | 0.14% | Reduce -13.3% | 18,744 | $1.0M |
| AMG National Trust Bank | 0.03% | Add +0.1% | 18,665 | $1.0M |
| Citadel Investment Advisory, Inc. | 0.49% | Add +20.5% | 18,420 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.9% | 18,329 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.4% | 18,111 | $990K |
| Ieq Capital, LLC | 0.01% | Add +28.2% | 17,565 | $961K |
| Tidal Investments LLC | 0.01% | Add +25.8% | 17,412 | $952K |
| Blair William & Co. | 0.00% | Reduce -0.5% | 16,960 | $928K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.6% | 16,928 | $926K |
| Ofi Invest Asset Management | 0.02% | Add +15.2% | 18,987 | $885K |
| IMC-Chicago, LLC | 0.02% | New | 15,638 | $855K |
| Quadrant Capital Group LLC | 0.03% | Add +3.8% | 15,605 | $853K |
| Redmont Wealth Advisors LLC | 1.22% | Add +54.0% | 15,241 | $834K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 15,025 | $822K |
| Harbor Advisors LLC | 0.13% | No change | 15,000 | $820K |
| Thoma Capital Management LLC | 0.51% | Add +6.3% | 14,690 | $803K |
| King Luther Capital Management Corp. | 0.00% | Reduce -1.6% | 14,671 | $802K |
| Jefferies Financial Group Inc. | 0.01% | Add +2.4% | 14,475 | $792K |
| Catalyst Financial Partners LLC | 0.09% | Add +1.5% | 14,350 | $785K |
| Ancora Advisors LLC | 0.02% | Reduce -3.4% | 14,175 | $775K |
| Oak Thistle LLC | 0.11% | New | 13,881 | $759K |
| Point72 (DIFC) Ltd | 0.06% | Add +98.4% | 13,400 | $733K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.5% | 13,319 | $728K |
| Evercore Wealth Management, LLC | 0.01% | Add +9.6% | 13,108 | $717K |
| Kwmg, LLC | 0.07% | Reduce -8.4% | 12,956 | $709K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.8% | 12,875 | $704K |
| Roberts Capital Advisors, LLC | 0.51% | No change | 12,594 | $689K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.5% | 12,473 | $682K |
| Securian Asset Management, Inc. | 0.02% | No change | 12,372 | $677K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -69.1% | 12,345 | $675K |
| Carmel Capital Partners, LLC | 0.23% | Reduce -36.9% | 12,233 | $669K |
| Twinbeech Capital LP | 0.01% | Reduce -39.6% | 12,035 | $658K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -81.5% | 11,849 | $648K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +40.1% | 11,648 | $637K |
| Sylvest Advisors, LLC | 0.36% | Add +4.4% | 11,394 | $623K |
| Connable Office Inc. | 0.06% | No change | 11,200 | $613K |
| Chou Associates Management Inc. | 0.33% | No change | 10,987 | $601K |
| Equitable Trust Co. | 0.03% | Add +26.6% | 10,890 | $596K |
| Banque Pictet & Cie SA | 0.01% | Reduce -6.3% | 10,776 | $589K |
| Parallel Advisors, LLC | 0.01% | Add +51.2% | 10,359 | $567K |
| Bayforest Capital Ltd | 0.24% | Add +85.8% | 10,072 | $551K |
| LYNX Capital Group Ltd. | 0.26% | New | 10,000 | $547K |
| Am Investment Strategies LLC | 0.13% | No change | 10,000 | $546K |
| Carnegie Investment Counsel | 0.01% | Add +5.4% | 9,970 | $545K |
| Farther Finance Advisors, LLC | 0.01% | Add +3.5% | 9,932 | $543K |
| Pacer Advisors, Inc. | 0.00% | Reduce -25.9% | 9,898 | $541K |
| Simmons Bank | 0.04% | Add +10.1% | 9,872 | $540K |
| Altfest L J & Co. Inc. | 0.06% | New | 9,606 | $525K |
| Vident Advisory, LLC | 0.01% | Add +14.1% | 9,552 | $522K |
| Avantax Advisory Services, Inc. | 0.00% | Add +12.5% | 9,477 | $518K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +0.1% | 9,460 | $517K |
| MorganRosel Wealth Management, LLC | 0.14% | Reduce -59.1% | 9,431 | $516K |
| DNB Asset Management AS | 0.00% | No change | 9,305 | $509K |
| Pinnacle Associates Ltd. | 0.01% | Add +5.8% | 9,235 | $505K |
| EntryPoint Capital, LLC | 0.25% | Add +69.3% | 9,181 | $502K |
| Ethic Inc. | 0.01% | Reduce -41.2% | 8,977 | $500K |
| CI Investments Inc. | 0.00% | Reduce -1.6% | 9,054 | $495K |
| Total Clarity Wealth Management, Inc. | 0.14% | New | 8,950 | $489K |
| UMB Bank, n.a. | 0.01% | Add +3.9% | 8,864 | $485K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.08% | Add +601.5% | 8,698 | $476K |
| Yelin Lapidot Holdings Management Ltd. | 0.09% | No change | 8,652 | $473K |
| Scientech Research LLC | 0.11% | New | 8,405 | $460K |
| Monetary Management Group Inc. | 0.11% | No change | 8,300 | $454K |
| Headlands Technologies LLC | 0.05% | Reduce -17.3% | 8,257 | $452K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,158 | $446K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,864 | $440K |
| Arnhold LLC | 0.04% | No change | 8,000 | $438K |
| Cwm, LLC | 0.00% | Add +455.0% | 7,875 | $431K |
| Longfellow Investment Management Co. LLC | 0.11% | No change | 7,840 | $429K |
| Sterling Capital Management LLC | 0.01% | Add +8.8% | 7,759 | $424K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -3.3% | 7,703 | $421K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.0% | 7,580 | $415K |
| Alteri Wealth LLC | 0.16% | Add +0.1% | 7,568 | $414K |
| Crewe Advisors LLC | 0.06% | No change | 7,546 | $413K |
| Boston Trust Walden Corp | 0.00% | No change | 7,500 | $410K |
| NorthRock Partners, LLC | 0.01% | Add +21.0% | 7,498 | $410K |
| Apexium Financial, LP | 0.02% | Add +1.4% | 7,363 | $403K |
| ProShare Advisors LLC | 0.00% | Add +4.2% | 7,225 | $395K |
| Readystate Asset Management LP | 0.03% | New | 7,030 | $384K |
| Net Worth Advisory Group | 0.08% | Add +5.9% | 7,002 | $383K |
| Allianz SE | 0.01% | New | 6,919 | $378K |
| Forum Financial Management, LP | 0.01% | Reduce -10.0% | 6,863 | $375K |
| Cooper Financial Group | 0.04% | Add +0.8% | 6,781 | $371K |
| CIBC Asset Management Inc | 0.00% | No change | 6,649 | $364K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.8% | 6,603 | $361K |
| Dark Forest Capital Management LP | 0.01% | New | 6,485 | $355K |
| Belmont Capital, LLC | 0.05% | Add +65.8% | 6,405 | $350K |
| Janney Montgomery Scott LLC | 0.00% | Add +28.5% | 6,325 | $346K |
| Country Club Bank | 0.02% | No change | 6,200 | $346K |
| Maple Capital Management, Inc. | 0.02% | Reduce -0.0% | 6,316 | $345K |
| Mattson Financial Services, LLC | 0.09% | New | 6,272 | $343K |
| Praxis Investment Management Inc. | 0.02% | New | 6,260 | $342K |
| HB Wealth Management, LLC | 0.00% | Add +4.6% | 6,188 | $338K |
| Advisory Services Network, LLC | 0.01% | New | 5,810 | $335K |
| Aspiriant, LLC | 0.01% | Reduce -0.5% | 6,104 | $334K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 6,051 | $331K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.7% | 6,015 | $329K |
| Merit Financial Group, LLC | 0.00% | New | 6,001 | $328K |
| Searle & Co. | 0.09% | No change | 6,000 | $328K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 6,000 | $328K |
| Compound Planning, Inc. | 0.01% | Reduce -14.9% | 5,988 | $327K |
| Wolverine Trading, LLC | 0.01% | Reduce -65.4% | 5,841 | $326K |
| Greenleaf Trust | 0.00% | Add +1.6% | 5,944 | $325K |
| PFG Investments, LLC | 0.02% | Add +0.4% | 5,914 | $323K |
| Journey Strategic Wealth LLC | 0.01% | New | 5,880 | $322K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -0.1% | 5,858 | $320K |
| Shelton Capital Management | 0.01% | No change | 5,830 | $319K |
| Hilltop Holdings Inc. | 0.02% | New | 5,781 | $316K |
| Shell Asset Management Co. | 0.01% | Reduce -14.8% | 5,768 | $315K |
| Quent Capital, LLC | 0.03% | Reduce -0.8% | 5,747 | $314K |
| Bayesian Capital Management, LP | 0.05% | Reduce -71.5% | 5,706 | $312K |
| Bfsg, LLC | 0.03% | Add +5.6% | 5,694 | $311K |
| Pallas Capital Advisors LLC | 0.01% | New | 5,606 | $307K |
| Whitener Capital Management, Inc. | 0.08% | Add +0.9% | 5,545 | $303K |
| Atria Investments, Inc | 0.00% | New | 5,517 | $302K |
| Pure Financial Advisors, LLC | 0.01% | Add +8.5% | 5,501 | $301K |
| M.E. Allison & Co., Inc. | 0.24% | No change | 5,400 | $295K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +29.8% | 5,373 | $294K |
| MKT Advisors LLC | 0.12% | No change | 5,275 | $293K |
| Summit Trail Advisors, LLC | 0.01% | New | 5,318 | $291K |
| Punch & Associates Investment Management, Inc. | 0.02% | New | 5,275 | $288K |
| Infrastructure Capital Advisors, LLC | 0.05% | New | 5,193 | $284K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -0.7% | 5,111 | $280K |
| Panagora Asset Management Inc. | 0.00% | No change | 5,066 | $277K |
| Vestor Capital, LLC | 0.02% | Reduce -50.0% | 2,322 | $277K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.3% | 5,037 | $275K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.6% | 4,954 | $271K |
| Signaturefd, LLC | 0.00% | Add +0.5% | 4,842 | $265K |
| Ritholtz Wealth Management | 0.01% | Add +2.0% | 4,579 | $250K |
| Atom Investors LP | 0.02% | New | 4,573 | $250K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -10.3% | 4,564 | $250K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -5.3% | 4,480 | $245K |
| Sage Capital Management, LLC | 0.12% | Add +0.8% | 4,442 | $243K |
| Harbour Investments, Inc. | 0.01% | Add +94.0% | 4,426 | $242K |
| Stephens Inc. | 0.00% | Reduce -9.9% | 4,353 | $238K |
| GTS Securities LLC | 0.01% | New | 4,323 | $236K |
| Sanders Morris Harris LLC | 0.05% | No change | 4,200 | $230K |
| Engineers Gate Manager LP | 0.00% | Reduce -80.6% | 4,071 | $223K |
| Vise Technologies, Inc. | 0.01% | — | 4,039 | $221K |
| Prospera Financial Services Inc | 0.00% | Reduce -5.8% | 4,017 | $220K |
| Moody Aldrich Partners LLC | 0.04% | Reduce -1.6% | 4,008 | $219K |
| Swiss Life Asset Management Ltd | 0.00% | New | 3,992 | $218K |
| Pitcairn Co. | 0.01% | Reduce -15.6% | 3,948 | $216K |
| Creekside Partners | 0.10% | No change | 3,910 | $214K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 3,901 | $213K |
| Guggenheim Capital LLC | 0.00% | Add +0.4% | 3,756 | $205K |
| Blankinship & Foster, LLC | 0.05% | No change | 3,741 | $205K |
| Essex Financial Services, Inc. | 0.01% | New | 3,707 | $203K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,662 | $200K |
| Covestor Ltd | 0.11% | Add +1568.8% | 3,471 | $190K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 3,473 | $190K |
| Lanark Financial, Inc. | 0.02% | Add +0.7% | 3,463 | $189K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 3,420 | $187K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.2% | 3,331 | $182K |
| Macquarie Group Ltd. | 0.00% | Add +131.9% | 3,311 | $181K |
| Blue Trust, Inc. | 0.00% | Add +15.1% | 3,271 | $179K |
| Aster Capital Management (DIFC) Ltd | 0.04% | Add +567.2% | 3,216 | $176K |
| NFSG Corp | 0.03% | No change | 2,900 | $159K |
| Fifth Third Bancorp | 0.00% | Add +0.9% | 2,898 | $158K |
| Creative Financial Designs Inc. | 0.01% | Add +25.4% | 2,862 | $156K |
| Danske Bank A/S | 0.00% | Reduce -78.5% | 2,692 | $147K |
| Assetmark, Inc. | 0.00% | Add +4.2% | 2,626 | $144K |
| Towne Trust Company, N.A | 0.05% | No change | 2,592 | $142K |
| Global Retirement Partners, LLC | 0.00% | — | 2,581 | $141K |
| Colonial Trust Co / SC | 0.02% | No change | 2,578 | $141K |
| AlphaQuest LLC | 0.01% | Reduce -64.1% | 2,530 | $138K |
| HM Payson & Co. | 0.00% | Add +4.2% | 2,500 | $137K |
| Gitterman Wealth Management, LLC | 0.03% | New | 2,490 | $136K |
| Brooklyn Investment Group | 0.02% | Add +445.2% | 2,377 | $130K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -0.7% | 2,040 | $112K |
| Lazard Asset Management LLC | 0.00% | Reduce -91.2% | 1,976 | $107K |
| Allworth Financial LP | 0.00% | Add +19.1% | 1,942 | $106K |
| Ridgewood Investments LLC | 0.04% | Reduce -13.6% | 1,900 | $104K |
| Leonteq Securities AG | 0.01% | New | 1,899 | $104K |
| GAMMA Investing LLC | 0.01% | Add +62.9% | 1,875 | $103K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +28.8% | 1,872 | $102K |
| Spire Wealth Management | 0.00% | Reduce -2.4% | 1,825 | $100K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.1% | 1,722 | $94K |
| Sierra Ocean, LLC | 0.06% | Reduce -13.5% | 1,598 | $87K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,520 | $83K |
| Versant Capital Management, Inc | 0.01% | Add +59.6% | 1,513 | $83K |
| TD Private Client Wealth LLC | 0.00% | Add +0.3% | 1,496 | $82K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,390 | $76K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,348 | $74K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -12.1% | 1,340 | $73K |
| Albion Financial Group | 0.00% | No change | 1,260 | $69K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,232 | $67K |
| Huntington National Bank | 0.00% | Reduce -0.9% | 1,228 | $67K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,009 | $55K |
| Hantz Financial Services, Inc. | 0.00% | Add +3577.8% | 993 | $54K |
| Arax Advisory Partners | 0.00% | Add +13.3% | 978 | $53K |
| Smartleaf Asset Management LLC | 0.00% | Add +1.4% | 942 | $53K |
| Bessemer Group Inc. | 0.00% | Add +48.8% | 912 | $50K |
| Quarry LP | 0.01% | New | 898 | $49K |
| Simplex Trading, LLC | 0.00% | Reduce -87.7% | 910 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +159.3% | 892 | $49K |
| High Note Wealth, LLC | 0.01% | Reduce -4.9% | 772 | $42K |
| Eastern Bank | 0.00% | No change | 679 | $37K |
| IFP Advisors, Inc | 0.00% | Reduce -55.6% | 616 | $37K |
| Jones Financial Companies LLLP | 0.00% | Add +8.3% | 656 | $37K |
| Essential Partners LLC | 0.01% | — | 652 | $36K |
| Private Trust Co. NA | 0.00% | Reduce -6.4% | 589 | $32K |
| Alerus Financial NA | 0.00% | New | 578 | $32K |
| Rothschild Investment LLC | 0.00% | Add +4.6% | 550 | $30K |
| Principal Securities, Inc. | 0.00% | Reduce -8.9% | 524 | $29K |
| MAI Capital Management | 0.00% | Add +123.4% | 516 | $28K |
| Riggs Asset Managment Co. Inc. | 0.01% | Reduce -99.5% | 508 | $28K |
| Optiver Holding B.V. | 0.00% | Add +1.3% | 472 | $26K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.4% | 461 | $25K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.0% | 435 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 433 | $24K |
| Legacy Bridge, LLC | 0.01% | No change | 431 | $24K |
| 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 | $22K |
| Rise Advisors, LLC | 0.01% | Add +0.8% | 363 | $20K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 362 | $20K |
| Altshuler Shaham Ltd | 0.00% | New | 360 | $20K |
| Peregrine Capital Management LLC | 0.00% | No change | 340 | $19K |
| Clearstead Advisors, LLC | 0.00% | New | 337 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 320 | $18K |
| Costello Asset Management, INC | 0.01% | No change | 307 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 300 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 290 | $16K |
| Pineridge Advisors LLC | 0.01% | Add +13.1% | 250 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 240 | $13K |
| Hemington Wealth Management | 0.00% | Reduce -27.0% | 238 | $13K |
| New England Capital Financial Advisors LLC | 0.01% | New | 202 | $11K |
| Tsfg, LLC | 0.00% | No change | 205 | $11K |
| Whittier Trust Co. | 0.00% | No change | 201 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 198 | $11K |
| Larson Financial Group LLC | 0.00% | Add +32.9% | 190 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.1% | 184 | $10K |
| LRI Investments, LLC | 0.00% | No change | 181 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 174 | $10K |
| NewSquare Capital LLC | 0.00% | Add +14.2% | 169 | $9K |
| Fortitude Family Office, LLC | 0.00% | New | 158 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +11.5% | 136 | $7K |
| Total Investment Management Inc. | 0.00% | New | 133 | $7K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 132 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +10.8% | 123 | $7K |
| Stephens Consulting, LLC | 0.00% | Reduce -13.0% | 114 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | Add +53.6% | 106 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 103 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 100 | $5K |
| Cedar Wealth Management, LLC | 0.00% | New | 88 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +186.7% | 86 | $5K |
| True Wealth Design, LLC | 0.00% | Add +523.1% | 81 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 72 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -25.5% | 73 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 74 | $4K |
| Olistico Wealth, LLC | 0.00% | New | 71 | $4K |
| WealthCollab, LLC | 0.00% | No change | 57 | $3K |
| SouthState Bank Corp | 0.00% | Add +14.0% | 57 | $3K |
| Webster Bank, N. A. | 0.00% | New | 55 | $3K |
| Walleye Capital LLC | 0.00% | Reduce -93.2% | 54 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 48 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -9.1% | 40 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 36 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 38 | $2K |
| ORG Partners LLC | 0.00% | Reduce -89.5% | 35 | $2K |
| Sachetta, LLC | 0.00% | No change | 35 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -82.5% | 33 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.0% | 31 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +100.0% | 28 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +23.5% | 21 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -48.8% | 21 | $1K |
| Colonial Trust Advisors | 0.00% | No change | 20 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 20 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 19 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.6% | 19 | $1K |
| Avion Wealth | 0.00% | Add +650.0% | 30 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 16 | $875 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 15 | $821 |
| DecisionPoint Financial, LLC | 0.00% | New | 12 | $667 |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $656 |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 12 | $656 |
| CVA Family Office, LLC | 0.00% | New | 12 | $656 |
| Arlington Trust Co LLC | 0.00% | New | 11 | $602 |
| American Capital Advisory, LLC | 0.00% | New | 10 | $547 |
| Kilter Group LLC | 0.00% | New | 10 | $547 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -95.7% | 9 | $500 |
| HFM Investment Advisors, LLC | 0.00% | Add +166.7% | 8 | $438 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -12.5% | 7 | $382 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $328 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $274 |
| Quaker Wealth Management, LLC | 0.00% | — | 5 | $274 |
| Tortoise Investment Management, LLC | 0.00% | New | 4 | $219 |
| MV Capital Management, Inc. | 0.00% | Reduce -60.0% | 2 | $110 |
| ROSS\JOHNSON & Associates LLC | 0.00% | No change | 2 | $109 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -94.4% | 1 | $55 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $55 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $0 |
| FNY Investment Advisers, LLC | 0.00% | New | 13 | $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.