Jefferies Financial GroupJEF
13F holders, Q4 2025 (December 31)597holders +27
79new positions
68sold out
10famous investors
$62.05avg. 13F price*
At the end of Q4 2025, 597 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, up 27 from Q3 2025. 79 opened new positions and 68 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($913.1M) and Sumitomo Mitsui Financial Group, Inc. ($573.0M). 10 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Jefferies Financial Group Inc.
- CUSIP
- 47233W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $192.3M |
| Exits | 68 | $135.3M |
All 13F filers, Q3 2025 → Q4 2025: 19,391,743 shares bought and 18,349,881 shares sold, net +1,041,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 597 holders
| BlackRock, Inc. | 0.02% | Add +5.2% | 16,351,672 | $1.0B |
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 14,734,593 | $913.1M |
| Sumitomo Mitsui Financial Group, Inc. | 10.15% | No change | 9,247,081 | $573.0M |
| Allspring Global Investments Holdings, LLC | 0.74% | Reduce -2.7% | 7,152,838 | $453.9M |
| Alliancebernstein L.P. | 0.11% | Reduce -3.4% | 5,576,734 | $345.6M |
| State Street Corp. | 0.01% | Reduce -1.4% | 4,761,720 | $295.1M |
| Massachusetts Mutual Life Insurance Co. | 11.89% | Reduce -0.0% | 4,654,362 | $288.4M |
| Alyeska Investment Group, L.P. | 0.70% | Add +422.0% | 3,972,352 | $246.2M |
| Eminence Capital, LP | 3.74% | Add +13.5% | 3,812,615 | $236.3M |
| AQR Capital Management | 0.11% | Add +696.8% | 3,412,301 | $211.5M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 2,942,554 | $182.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.1% | 2,607,512 | $161.6M |
| First Pacific Advisors, LP | 2.14% | No change | 2,580,283 | $159.9M |
| Morgan Stanley | 0.01% | Reduce -9.3% | 2,524,669 | $156.5M |
| Norges Bank | 0.02% | — | 2,349,258 | $145.6M |
| Fisher Asset Management | 0.04% | Reduce -0.0% | 2,115,316 | $131.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -60.7% | 1,959,827 | $121.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.6% | 1,761,888 | $109.2M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.36% | Reduce -12.0% | 1,755,057 | $108.8M |
| Bank of America Corp. | 0.01% | Reduce -3.0% | 1,723,143 | $106.8M |
| FMR LLC | 0.00% | Add +4.1% | 1,560,292 | $96.7M |
| Citadel Advisors | 0.06% | Add +408.1% | 1,468,373 | $91.0M |
| Barclays PLC | 0.04% | Reduce -6.2% | 1,434,218 | $88.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.0% | 1,428,431 | $88.5M |
| Northern Trust Corp. | 0.01% | Reduce -2.9% | 1,417,172 | $87.8M |
| Beck Mack & Oliver LLC | 1.39% | Reduce -2.8% | 1,232,297 | $76.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.0% | 1,173,560 | $72.7M |
| D. E. Shaw & Co. | 0.06% | Add +1246.1% | 1,107,070 | $68.6M |
| Jacobs Levy Equity Management, Inc. | 0.24% | Add +583.2% | 1,016,854 | $63.0M |
| UBS Group AG | 0.01% | Reduce -6.6% | 991,817 | $61.5M |
| Artemis Investment Management LLP | 0.74% | Reduce -58.6% | 984,103 | $61.0M |
| Sei Investments Co. | 0.06% | Add +71.1% | 982,398 | $60.9M |
| Munro Partners | 1.69% | New | 975,795 | $60.5M |
| Federated Hermes, Inc. | 0.10% | Reduce -34.6% | 968,551 | $60.0M |
| Freestone Grove Partners LP | 0.43% | Add +198.3% | 959,288 | $59.4M |
| Deutsche Bank AG | 0.02% | Add +51.5% | 954,291 | $59.1M |
| Nuveen, LLC | 0.02% | Reduce -1.6% | 932,357 | $57.8M |
| NewEdge Wealth, LLC | 0.65% | Add +1.6% | 924,615 | $57.3M |
| Victory Capital Management Inc. | 0.02% | Add +7.3% | 698,492 | $43.3M |
| Marshall Wace, LLP | 0.04% | Reduce -13.8% | 678,550 | $42.0M |
| Private Management Group Inc. | 1.19% | Reduce -0.8% | 657,900 | $40.8M |
| CI Investments Inc. | 0.17% | Add +1195.0% | 620,911 | $38.5M |
| Moerus Capital Management LLC | 16.29% | Reduce -10.3% | 609,721 | $37.8M |
| First Trust Advisors LP | 0.03% | Add +64.3% | 605,317 | $37.5M |
| Baron Capital (BAMCO) | 0.10% | Add +14.8% | 596,528 | $37.0M |
| Mraz, Amerine & Associates, Inc. | 5.33% | Add +1.8% | 578,763 | $35.9M |
| Russell Investments Group, Ltd. | 0.03% | Add +52.3% | 500,965 | $31.0M |
| Hosking Partners LLP | 1.02% | Reduce -0.4% | 486,332 | $30.1M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.3% | 470,130 | $29.1M |
| Check Capital Management Inc. | 1.68% | New | 452,487 | $28.0M |
| GoodHaven Capital Management, LLC | 8.97% | Add +0.1% | 442,487 | $27.4M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $26.9M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -51.9% | 427,365 | $26.5M |
| Rhumbline Advisers | 0.02% | Reduce -0.6% | 424,335 | $26.3M |
| Private Capital Management, LLC | 2.47% | Add +0.2% | 419,429 | $26.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.9% | 411,175 | $25.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.21% | Reduce -50.1% | 398,000 | $24.7M |
| Capital Fund Management S.A. | 0.23% | Add +138.7% | 388,042 | $24.0M |
| Quantinno Capital Management LP | 0.05% | Add +50.5% | 379,121 | $23.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -75.4% | 363,350 | $22.5M |
| Invesco Ltd. | 0.00% | Reduce -29.8% | 349,958 | $21.7M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -12.9% | 349,783 | $21.7M |
| Captrust Financial Advisors | 0.04% | Add +5.4% | 348,333 | $21.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.9% | 335,467 | $20.8M |
| Robotti Robert | 3.66% | Reduce -1.1% | 328,934 | $20.4M |
| LPL Financial LLC | 0.01% | Reduce -9.7% | 325,092 | $20.1M |
| SG Americas Securities, LLC | 0.03% | Add +1480.4% | 311,419 | $19.3M |
| Swiss National Bank | 0.01% | Add +1.7% | 305,000 | $18.9M |
| Gradient Investments LLC | 0.29% | Add +807.1% | 291,780 | $18.1M |
| Cerity Partners LLC | 0.03% | Add +30.1% | 282,934 | $17.5M |
| California Public Employees Retirement System | 0.01% | Reduce -3.9% | 282,893 | $17.5M |
| Strategic Wealth Partners, Ltd. | 1.19% | Add +42.5% | 279,809 | $17.3M |
| Squarepoint Ops LLC | 0.03% | Add +67.9% | 271,568 | $16.8M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -21.4% | 261,245 | $16.2M |
| Legal & General Group Plc | 0.00% | Reduce -19.4% | 258,358 | $16.0M |
| Two Sigma Advisers, LP | 0.03% | Reduce -80.3% | 255,400 | $15.8M |
| Valueworks LLC | 4.10% | New | 251,259 | $15.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -84.1% | 231,537 | $14.3M |
| Ieq Capital, LLC | 0.04% | Add +1632.0% | 215,762 | $13.4M |
| Oppenheimer & Co. Inc. | 0.18% | Add +2.8% | 206,430 | $12.8M |
| Tudor Investment Corporation | 0.07% | Add +485.4% | 201,999 | $12.5M |
| Merrion Investment Management Co, LLC | 6.67% | Reduce -3.4% | 199,695 | $12.4M |
| Wells Fargo & Company | 0.00% | Reduce -46.2% | 196,328 | $12.2M |
| First Manhattan Co. Llc. | 0.03% | Add +0.1% | 193,639 | $12.0M |
| Millennium Management | 0.01% | Reduce -87.7% | 188,162 | $11.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +593.9% | 185,791 | $11.5M |
| Focus Partners Wealth | 0.01% | Add +13.1% | 182,502 | $11.3M |
| Algert Global LLC | 0.18% | Add +2.7% | 181,670 | $11.3M |
| Rock Point Advisors, LLC | 2.80% | Add +4.1% | 180,372 | $11.2M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +3.3% | 176,605 | $10.9M |
| Beacon Investment Advisory Services, Inc. | 0.44% | Add +3.9% | 173,596 | $10.8M |
| New York State Teachers Retirement System | 0.02% | No change | 173,313 | $10.7M |
| State of Wisconsin Investment Board | 0.02% | Add +40.6% | 170,297 | $10.6M |
| PEAK6 LLC | 0.29% | Reduce -15.5% | 169,729 | $10.5M |
| Man Group plc | 0.02% | Add +4064.6% | 166,585 | $10.3M |
| MetLife Investment Management, LLC | 0.05% | Add +79.8% | 160,957 | $10.0M |
| Jump Financial, LLC | 0.13% | New | 159,200 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +26.8% | 147,894 | $9.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -13.3% | 155,157 | $9.6M |
| American Century Companies Inc. | 0.00% | Reduce -26.0% | 155,050 | $9.6M |
| Capitolis Liquid Global Markets LLC | 0.06% | New | 153,000 | $9.5M |
| Mariner, LLC | 0.01% | Add +190.7% | 148,964 | $9.2M |
| Waterfront Wealth Inc. | 1.75% | Add +0.0% | 146,156 | $9.2M |
| California State Teachers Retirement System | 0.01% | Add +0.6% | 146,671 | $9.1M |
| Acadian Asset Management LLC | 0.01% | Add +50.4% | 138,732 | $8.6M |
| Lafayette Investments, Inc. | 1.61% | Reduce -0.3% | 137,585 | $8.5M |
| Royal Bank of Canada | 0.00% | Reduce -43.9% | 135,869 | $8.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 134,377 | $8.3M |
| Intech Investment Management LLC | 0.07% | Add +95.7% | 132,263 | $8.2M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -24.0% | 130,247 | $8.1M |
| HRT Financial LP | 0.03% | Reduce -62.5% | 128,515 | $8.0M |
| Franklin Resources Inc. | 0.00% | Reduce -46.8% | 128,011 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -49.6% | 124,024 | $7.7M |
| Poehling Capital Management, INC. | 1.56% | Reduce -0.7% | 122,995 | $7.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.4% | 122,384 | $7.6M |
| Gabelli Funds LLC | 0.05% | Reduce -4.9% | 122,210 | $7.6M |
| Boston Partners | 0.01% | Reduce -8.6% | 118,747 | $7.4M |
| Amundi | 0.00% | Reduce -11.6% | 108,844 | $6.7M |
| VR Advisory Services Ltd | 1.07% | New | 108,747 | $6.7M |
| Cwm, LLC | 0.02% | Add +1008.8% | 108,739 | $6.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -82.1% | 108,669 | $6.7M |
| American Assets Investment Management, LLC | 0.43% | No change | 100,000 | $6.2M |
| RBF Capital, LLC | 0.28% | No change | 100,000 | $6.2M |
| ACR Alpine Capital Research, LLC | 0.09% | Add +79.5% | 95,758 | $5.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -28.9% | 95,286 | $5.9M |
| ExodusPoint Capital Management, LP | 0.07% | Add +17.3% | 95,049 | $5.9M |
| 1492 Capital Management LLC | 2.32% | Add +1.6% | 94,971 | $5.9M |
| KBC Group NV | 0.01% | Reduce -11.6% | 94,945 | $5.9M |
| Prana Capital Management, LP | 0.21% | Add +1.1% | 93,171 | $5.8M |
| Allianz Asset Management GmbH | 0.01% | Reduce -3.2% | 92,526 | $5.7M |
| Susquehanna Fundamental Investments, LLC | 0.19% | New | 90,346 | $5.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -9.7% | 88,175 | $5.5M |
| Creative Planning | 0.00% | Add +60.8% | 87,261 | $5.4M |
| Ervin Investment Management, LLC | 3.02% | Add +0.5% | 87,104 | $5.4M |
| Brevan Howard Capital Management LP | 0.11% | Add +2151.4% | 85,508 | $5.3M |
| Commerce Bank | 0.03% | Reduce -0.1% | 85,250 | $5.3M |
| Lee Danner & Bass Inc. | 0.37% | Reduce -8.0% | 83,811 | $5.2M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | Reduce -16.4% | 82,700 | $5.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -46.3% | 78,767 | $4.9M |
| Prudential Financial Inc. | 0.01% | Add +59.6% | 76,727 | $4.8M |
| Citigroup Inc. | 0.00% | Reduce -67.1% | 74,633 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 74,161 | $4.6M |
| Amalgamated Bank | 0.03% | Reduce -3.2% | 73,380 | $4.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 73,222 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -72.8% | 72,638 | $4.5M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.0% | 72,553 | $4.5M |
| New York State Common Retirement Fund | 0.01% | No change | 70,837 | $4.4M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -9.9% | 68,679 | $4.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +50.4% | 66,871 | $4.2M |
| Janus Henderson Group PLC | 0.00% | No change | 67,014 | $4.2M |
| Gateway Investment Advisers LLC | 0.04% | Reduce -11.7% | 66,681 | $4.1M |
| Alessandra Capital Management, LLC | 3.58% | — | 64,960 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -5.5% | 64,454 | $4.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 64,150 | $4.0M |
| Walleye Capital LLC | 0.02% | New | 63,166 | $3.9M |
| Picton Mahoney Asset Management | 0.04% | New | 62,809 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 61,714 | $3.8M |
| SWP Investment Management LLC | 2.70% | Add +71.8% | 59,996 | $3.7M |
| Stifel Financial Corp. | 0.00% | Reduce -14.6% | 59,153 | $3.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.5% | 59,057 | $3.7M |
| Voya Investment Management LLC | 0.00% | Add +14.9% | 57,992 | $3.6M |
| Comerica Bank | 0.01% | Reduce -14.5% | 56,173 | $3.5M |
| Dean Investment Associates, LLC | 0.50% | Add +23.5% | 55,962 | $3.5M |
| Cetera Investment Advisers | 0.00% | Add +17.7% | 52,560 | $3.3M |
| Yousif Capital Management, LLC | 0.04% | Reduce -2.0% | 53,152 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.3% | 52,322 | $3.2M |
| First Wilshire Securities Management Inc. | 0.81% | Reduce -0.2% | 52,173 | $3.2M |
| Polar Asset Management Partners Inc. | 0.08% | New | 50,787 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 50,535 | $3.1M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -6.0% | 49,855 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +571.1% | 49,800 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.8% | 49,399 | $3.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +60.6% | 48,272 | $3.0M |
| Handelsbanken Fonder AB | 0.01% | Add +14.0% | 47,103 | $2.9M |
| Condor Capital Management | 0.23% | Reduce -2.3% | 46,671 | $2.9M |
| Quantbot Technologies LP | 0.10% | Add +92.3% | 46,481 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -4.3% | 46,399 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.6% | 46,085 | $2.9M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -0.4% | 45,700 | $2.8M |
| Corient Private Wealth LP | 0.00% | Reduce -3.6% | 45,661 | $2.8M |
| Caisse de depot et placement du Quebec | 0.00% | New | 45,370 | $2.8M |
| Credit Agricole S A | 0.01% | New | 45,000 | $2.8M |
| Edgestream Partners, L.P. | 0.08% | Reduce -19.4% | 44,529 | $2.8M |
| Davidson Capital Management Inc. | 0.59% | Reduce -21.0% | 43,719 | $2.7M |
| Wedge Capital Management L L P | 0.05% | Add +5.3% | 43,504 | $2.7M |
| Arizona State Retirement System | 0.01% | Reduce -5.6% | 43,214 | $2.7M |
| AlphaCore Capital LLC | 0.06% | Add +4.5% | 43,094 | $2.7M |
| Trexquant Investment LP | 0.02% | Reduce -86.4% | 41,663 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.8% | 41,367 | $2.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.5% | 41,296 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.7% | 41,145 | $2.5M |
| Longaeva Partners L.P. | 0.30% | New | 40,617 | $2.5M |
| Engineers Gate Manager LP | 0.03% | New | 40,260 | $2.5M |
| Walleye Trading LLC | 0.04% | Add +25.9% | 40,004 | $2.5M |
| Safeguard Investment Advisory Group, LLC | 0.63% | No change | 39,437 | $2.4M |
| IMC-Chicago, LLC | 0.04% | Reduce -21.1% | 39,339 | $2.4M |
| State of Michigan Retirement System | 0.01% | Reduce -0.8% | 39,016 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +0.2% | 38,511 | $2.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 37,750 | $2.3M |
| Wittenberg Investment Management, Inc. | 0.89% | Reduce -0.5% | 37,074 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -63.4% | 37,004 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.4% | 36,922 | $2.3M |
| AlphaQuest LLC | 0.13% | Add +41.6% | 36,813 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +8.3% | 36,347 | $2.3M |
| Intrepid Capital Management Inc. | 1.08% | No change | 36,012 | $2.2M |
| TB Alternative Assets Ltd. | 0.36% | New | 35,234 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.8% | 35,053 | $2.2M |
| Baader Bank Aktiengesellschaft | 0.18% | New | 35,037 | $2.2M |
| Advisory Research Inc. | 0.26% | Reduce -5.6% | 33,653 | $2.1M |
| New Mexico Educational Retirement Board | 0.06% | No change | 33,119 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.5% | 33,100 | $2.1M |
| Segall Bryant & Hamill, LLC | 0.03% | Reduce -19.5% | 33,064 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.2% | 32,787 | $2.0M |
| Caxton Associates LLP | 0.04% | Reduce -47.4% | 31,824 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -16.8% | 31,124 | $1.9M |
| Altfest L J & Co. Inc. | 0.21% | New | 30,578 | $1.9M |
| Moors & Cabot, Inc. | 0.08% | Reduce -16.0% | 30,400 | $1.9M |
| Brian Low Financial Group, LLC | 1.31% | Add +43.4% | 29,763 | $1.8M |
| Dean Capital Management | 0.78% | Add +27.6% | 29,603 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -16.2% | 29,078 | $1.8M |
| Wellington Shields Capital Management, LLC | 0.26% | No change | 28,900 | $1.8M |
| Intrinsic Value Partners, LLC | 1.34% | Reduce -2.5% | 28,871 | $1.8M |
| Miller Howard Investments Inc. | 0.05% | Reduce -94.5% | 28,608 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -3.3% | 28,582 | $1.8M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +42.9% | 27,278 | $1.8M |
| Verition Fund Management LLC | 0.01% | Add +25.8% | 28,315 | $1.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +816.8% | 28,090 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.5% | 28,042 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -11.2% | 27,198 | $1.7M |
| Entropy Technologies, LP | 0.09% | Add +136.1% | 27,118 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Add +1.3% | 26,799 | $1.7M |
| MBM Wealth Consultants, LLC | 0.39% | Add +1.3% | 26,750 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -2.7% | 26,277 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -7.8% | 25,725 | $1.6M |
| Alberta Investment Management Corp | 0.01% | New | 25,400 | $1.6M |
| Utah Retirement Systems | 0.01% | No change | 25,267 | $1.6M |
| Prescott Group Capital Management, L.L.C. | 0.14% | No change | 25,000 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +2.0% | 24,933 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +133.4% | 24,618 | $1.5M |
| Mattson Financial Services, LLC | 0.35% | Add +297.3% | 24,150 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.6% | 24,005 | $1.5M |
| Bridgewater Associates | 0.01% | New | 23,848 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Add +0.6% | 23,266 | $1.4M |
| Shelton Wealth Management, LLC | 0.62% | Add +7.9% | 23,078 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.2% | 22,645 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -5.8% | 22,451 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +30.6% | 22,409 | $1.4M |
| Summit Financial, LLC | 0.02% | Reduce -0.9% | 22,111 | $1.4M |
| Lanark Financial, Inc. | 0.10% | Add +530.3% | 21,917 | $1.4M |
| XTX Topco Ltd | 0.04% | Add +413.3% | 21,870 | $1.4M |
| Gotham Asset Management | 0.00% | Add +0.3% | 21,479 | $1.3M |
| LSV Asset Management | 0.00% | Add +18.8% | 21,378 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +40.0% | 20,166 | $1.2M |
| Xponance LLC | 0.01% | Reduce -6.2% | 20,030 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Reduce -19.2% | 20,000 | $1.2M |
| Magnetar Financial LLC | 0.01% | New | 19,927 | $1.2M |
| Joel Isaacson & Co., LLC | 0.04% | Add +0.0% | 19,836 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +5965.3% | 19,773 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -9.7% | 19,735 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -3.7% | 18,778 | $1.2M |
| Jupiter Asset Management Ltd. | 0.01% | New | 18,682 | $1.2M |
| Citadel Investment Advisory, Inc. | 0.50% | Add +0.3% | 18,480 | $1.1M |
| Dark Forest Capital Management LP | 0.05% | Reduce -18.2% | 18,126 | $1.1M |
| Evelyn Partners Investment Management LLP | 0.03% | Reduce -34.2% | 17,596 | $1.1M |
| American Alpha Advisors, LLC | 0.68% | New | 17,500 | $1.1M |
| Blair William & Co. | 0.00% | Add +1.6% | 17,239 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +103.3% | 17,076 | $1.1M |
| Voleon Capital Management LP | 0.02% | Add +44.5% | 16,617 | $1.0M |
| VestGen Advisors, LLC | 0.04% | Reduce -21.4% | 16,595 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -8.3% | 16,493 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +146.3% | 16,472 | $1.0M |
| Quadrant Capital Group LLC | 0.03% | Add +2.5% | 16,214 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Add +75.1% | 16,178 | $1.0M |
| Lansing Street Advisors | 0.25% | New | 15,723 | $974K |
| Jefferies Financial Group Inc. | 0.01% | Add +5.9% | 15,333 | $950K |
| Blueshift Asset Management, LLC | 0.27% | New | 15,006 | $930K |
| Arena Capital Advisors, LLC- CA | 6.49% | New | 15,000 | $930K |
| Harbor Advisors LLC | 0.14% | No change | 15,000 | $930K |
| Redmont Wealth Advisors LLC | 1.39% | Add +2.3% | 14,832 | $919K |
| Coldstream Capital Management Inc. | 0.01% | Add +11.8% | 14,823 | $919K |
| New York Life Investment Management LLC | 0.01% | New | 14,794 | $917K |
| Centennial Bank | 0.36% | No change | 14,534 | $901K |
| Catalyst Financial Partners LLC | 0.10% | Reduce -0.0% | 14,367 | $890K |
| King Luther Capital Management Corp. | 0.00% | Reduce -2.1% | 14,365 | $890K |
| Laurion Capital Management LP | 0.06% | Reduce -82.8% | 14,180 | $879K |
| Farther Finance Advisors, LLC | 0.01% | Add +25.3% | 14,158 | $877K |
| Ancora Advisors LLC | 0.02% | Reduce -1.2% | 14,010 | $868K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +10.8% | 13,780 | $854K |
| Banque Pictet & Cie SA | 0.01% | Reduce -19.0% | 13,763 | $853K |
| EntryPoint Capital, LLC | 0.33% | Add +79.5% | 13,641 | $845K |
| Ofi Invest Asset Management | 0.01% | Add +10.2% | 15,956 | $842K |
| Pallas Capital Advisors LLC | 0.03% | Add +181.5% | 13,349 | $827K |
| National Bank of Canada | 0.00% | Reduce -2.4% | 13,141 | $815K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -31.9% | 13,098 | $812K |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -0.1% | 13,010 | $806K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,896 | $799K |
| HSBC Holdings PLC | 0.00% | Reduce -62.2% | 12,084 | $750K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.6% | 12,026 | $745K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -13.0% | 11,963 | $741K |
| Tidal Investments LLC | 0.00% | Add +111.5% | 11,860 | $735K |
| Daiwa Securities Group Inc. | 0.00% | Add +58.7% | 11,626 | $720K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -4.7% | 11,503 | $713K |
| Kwmg, LLC | 0.06% | Reduce -9.9% | 11,239 | $697K |
| Connable Office Inc. | 0.06% | No change | 11,200 | $694K |
| Simmons Bank | 0.05% | Add +17.2% | 11,178 | $693K |
| Dynamic Technology Lab Private Ltd | 0.15% | Reduce -49.9% | 11,019 | $683K |
| Chou Associates Management Inc. | 0.34% | No change | 10,987 | $681K |
| M&T Bank Corp | 0.00% | Reduce -64.6% | 10,830 | $671K |
| Curi Capital, LLC | 0.01% | New | 10,646 | $660K |
| Storebrand Asset Management As | 0.00% | No change | 10,645 | $660K |
| Krilogy Financial LLC | 0.02% | Add +103.9% | 10,464 | $659K |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 0.54% | — | 10,607 | $657K |
| Pitcairn Wealth Advisors LLC | 0.06% | — | 10,499 | $651K |
| Equitable Trust Co. | 0.03% | No change | 10,365 | $642K |
| United Capital Financial Advisors, LLC | 0.00% | Add +162.2% | 10,215 | $633K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,209 | $633K |
| HB Wealth Management, LLC | 0.00% | Add +54.0% | 10,078 | $625K |
| LYNX Capital Group Ltd. | 0.28% | No change | 10,000 | $620K |
| Cinctive Capital Management LP | 0.04% | Reduce -83.6% | 10,000 | $620K |
| Brown Financial Advisors | 0.22% | New | 9,707 | $602K |
| UMB Bank, n.a. | 0.01% | Add +6.9% | 9,457 | $586K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -1.0% | 9,432 | $585K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.5% | 9,420 | $584K |
| Truist Financial Corp. | 0.00% | Reduce -29.3% | 9,264 | $574K |
| Carnegie Investment Counsel | 0.01% | Reduce -7.2% | 9,257 | $574K |
| Sylvest Advisors, LLC | 0.30% | Reduce -15.8% | 9,180 | $569K |
| Shay Capital LLC | 0.09% | Add +28.6% | 9,000 | $558K |
| Evergreen Capital Management LLC | 0.01% | Add +56.8% | 8,855 | $549K |
| Integrated Wealth Concepts LLC | 0.01% | New | 8,848 | $548K |
| Total Clarity Wealth Management, Inc. | 0.13% | No change | 8,750 | $542K |
| Yelin Lapidot Holdings Management Ltd. | 0.11% | No change | 8,652 | $536K |
| Waverly Advisors, LLC | 0.00% | Add +135.3% | 8,510 | $527K |
| Meeder Advisory Services, Inc. | 0.02% | Add +8.8% | 8,379 | $519K |
| Tectonic Advisors LLC | 0.03% | Add +32.1% | 8,340 | $517K |
| Cynosure Group, LLC | 0.05% | New | 8,225 | $510K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,158 | $506K |
| WINTON GROUP Ltd | 0.02% | New | 8,100 | $502K |
| Chicago Partners Investment Group LLC | 0.01% | Add +93.6% | 8,034 | $501K |
| Arnhold LLC | 0.04% | No change | 8,000 | $496K |
| Carmel Capital Partners, LLC | 0.17% | Reduce -0.2% | 7,987 | $495K |
| Hilltop Holdings Inc. | 0.03% | Add +28.4% | 7,982 | $495K |
| Ethic Inc. | 0.01% | Reduce -8.1% | 7,838 | $486K |
| Copley Financial Group, Inc. | 0.30% | New | 7,760 | $481K |
| Brooklyn Investment Group | 0.02% | New | 7,587 | $476K |
| Wilkerson Advisory Group LLC | 0.17% | — | 7,658 | $475K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -3.6% | 7,600 | $471K |
| Alteri Wealth LLC | 0.15% | No change | 7,568 | $469K |
| Crewe Advisors LLC | 0.04% | No change | 7,546 | $468K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -1.4% | 7,510 | $465K |
| Boston Trust Walden Corp | 0.00% | No change | 7,500 | $465K |
| Havemeyer Place LP | 0.09% | — | 7,423 | $460K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.0% | 7,287 | $452K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -5.9% | 7,244 | $449K |
| Sterling Capital Management LLC | 0.01% | Reduce -1.4% | 7,113 | $441K |
| Compound Planning, Inc. | 0.01% | Add +1.6% | 7,090 | $439K |
| Verdad Advisers, LP | 0.50% | — | 7,009 | $434K |
| Journey Strategic Wealth LLC | 0.01% | Add +17.1% | 6,939 | $430K |
| Cooper Financial Group | 0.05% | Add +0.7% | 6,870 | $426K |
| Canada Pension Plan Investment Board | 0.00% | New | 6,800 | $421K |
| &partners | 0.00% | Reduce -64.7% | 6,737 | $417K |
| Forum Financial Management, LP | 0.01% | Reduce -7.5% | 6,690 | $415K |
| CIBC Asset Management Inc | 0.00% | No change | 6,649 | $412K |
| Vident Advisory, LLC | 0.00% | Reduce -29.6% | 6,644 | $412K |
| Boothbay Fund Management, LLC | 0.01% | New | 6,633 | $411K |
| ProShare Advisors LLC | 0.00% | Reduce -5.7% | 6,618 | $410K |
| Caerus Investment Advisors, LLC | 0.13% | New | 6,465 | $401K |
| Daymark Wealth Partners, LLC | 0.01% | Add +5.6% | 6,382 | $396K |
| Maple Capital Management, Inc. | 0.02% | Reduce -2.1% | 6,316 | $391K |
| First National Bank of Omaha | 0.01% | New | 6,200 | $389K |
| Mirabella Financial Services LLP | 0.04% | New | 6,258 | $388K |
| Aspiriant, LLC | 0.01% | Add +1.3% | 6,149 | $381K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.5% | 6,107 | $378K |
| Vise Technologies, Inc. | 0.01% | Add +29.5% | 6,084 | $377K |
| Bridgefront Capital, LLC | 0.09% | Add +22.0% | 6,070 | $376K |
| Greenleaf Trust | 0.00% | Add +1.0% | 6,049 | $375K |
| Qsemble Capital Management, LP | 0.03% | Add +39.1% | 6,039 | $374K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,864 | $373K |
| Searle & Co. | 0.10% | No change | 6,000 | $372K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 6,000 | $372K |
| Quent Capital, LLC | 0.03% | Add +3.9% | 5,994 | $371K |
| PFG Investments, LLC | 0.02% | Add +0.5% | 5,962 | $369K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -5.6% | 5,528 | $366K |
| Advisory Services Network, LLC | 0.01% | Add +1.1% | 5,875 | $364K |
| Evolve Private Wealth, LLC | 0.02% | — | 5,793 | $359K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.3% | 5,631 | $349K |
| Whitener Capital Management, Inc. | 0.08% | No change | 5,615 | $348K |
| Waddell & Associates, LLC | 0.02% | New | 5,581 | $346K |
| Bfsg, LLC | 0.03% | Add +0.5% | 5,550 | $344K |
| Atria Investments, Inc | 0.00% | Reduce -9.2% | 5,549 | $344K |
| MKT Advisors LLC | 0.12% | No change | 5,275 | $340K |
| Shelton Capital Management | 0.01% | Reduce -6.6% | 5,447 | $338K |
| North Dakota State Investment Board | 0.01% | — | 5,434 | $337K |
| R Squared Ltd | 0.16% | Add +66.7% | 5,427 | $336K |
| Parcion Private Wealth LLC | 0.02% | New | 5,402 | $335K |
| M.E. Allison & Co., Inc. | 0.23% | No change | 5,400 | $335K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -8.1% | 5,373 | $333K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.5% | 5,342 | $331K |
| Ritholtz Wealth Management | 0.01% | Add +60.7% | 5,221 | $324K |
| Allworth Financial LP | 0.00% | Add +137.6% | 5,129 | $318K |
| Teacher Retirement System of Texas | 0.00% | Reduce -74.8% | 5,118 | $317K |
| Panagora Asset Management Inc. | 0.00% | Add +0.7% | 5,102 | $316K |
| Signaturefd, LLC | 0.00% | Add +2.6% | 4,989 | $309K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -9.4% | 4,929 | $305K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -15.1% | 4,832 | $299K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,831 | $299K |
| Rothschild Wealth LLC | 0.03% | New | 4,818 | $299K |
| Essential Partners LLC | 0.09% | Add +406.2% | 4,768 | $295K |
| Syon Capital LLC | 0.01% | Reduce -0.9% | 4,751 | $294K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -23.8% | 4,723 | $293K |
| Essex Financial Services, Inc. | 0.02% | Add +18.2% | 4,673 | $290K |
| Lecap Asset Management Ltd. | 0.12% | Reduce -62.9% | 4,668 | $289K |
| Vestor Capital, LLC | 0.02% | Reduce -82.4% | 819 | $288K |
| Checchi Capital Advisers, LLC | 0.02% | Add +2.2% | 4,631 | $287K |
| Hamilton Capital Partners Inc. | 0.01% | Add +31.8% | 4,577 | $284K |
| Arax Advisory Partners | 0.01% | Reduce -59.9% | 4,546 | $282K |
| Colter Lewis Investment Partners LLC | 0.32% | — | 4,532 | $281K |
| Sage Capital Management, LLC | 0.13% | Add +0.7% | 4,500 | $279K |
| Delta Investment Management, LLC | 0.05% | New | 4,484 | $278K |
| Trivium Point Advisory, LLC | 0.03% | No change | 4,480 | $278K |
| A4 Wealth Advisors LLC | 0.23% | New | 4,358 | $270K |
| EP Wealth Advisors, LLC | 0.00% | — | 4,339 | $269K |
| Storgate, LLC | 0.22% | — | 4,309 | $267K |
| Rockefeller Capital Management L.P. | 0.00% | Add +56.7% | 4,257 | $264K |
| Perigon Wealth Management, LLC | 0.00% | New | 4,216 | $261K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 4,204 | $261K |
| Empowered Funds, LLC | 0.00% | Reduce -17.1% | 4,017 | $249K |
| Levin Capital Strategies, L.P. | 0.02% | New | 4,000 | $248K |
| QTR Family Wealth, LLC | 0.11% | New | 4,108 | $247K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +385.7% | 3,963 | $246K |
| Steinberganna Wealth Management | 0.11% | New | 3,925 | $243K |
| Creekside Partners | 0.10% | No change | 3,910 | $242K |
| Connective Capital Management, LLC | 0.14% | Reduce -86.4% | 3,820 | $237K |
| Blankinship & Foster, LLC | 0.05% | Add +2.0% | 3,817 | $237K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 3,810 | $236K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 3,543 | $235K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.3% | 3,787 | $235K |
| Guggenheim Capital LLC | 0.00% | New | 3,719 | $230K |
| Punch & Associates Investment Management, Inc. | 0.01% | Reduce -32.9% | 3,685 | $228K |
| STRS Ohio | 0.00% | Reduce -98.5% | 3,668 | $227K |
| Global Retirement Partners, LLC | 0.00% | Add +20.2% | 3,657 | $227K |
| Prelude Capital Management, LLC | 0.02% | New | 3,655 | $227K |
| Creative Financial Designs Inc. | 0.01% | Add +10.8% | 3,438 | $213K |
| Carret Asset Management, LLC | 0.02% | New | 3,435 | $213K |
| Seeds Investor LLC | 0.04% | New | 3,426 | $212K |
| Profund Advisors LLC | 0.01% | Reduce -11.2% | 3,349 | $208K |
| Lazard Asset Management LLC | 0.00% | New | 3,337 | $207K |
| AlphaGrep UK Ltd | 0.07% | — | 3,290 | $204K |
| Blue Trust, Inc. | 0.00% | Add +0.5% | 3,287 | $204K |
| Teza Capital Management LLC | 0.65% | New | 3,269 | $203K |
| Motley Fool Asset Management LLC | 0.01% | Reduce -2.7% | 3,269 | $203K |
| Wedmont Private Capital | 0.01% | Reduce -11.5% | 3,119 | $202K |
| Assetmark, Inc. | 0.00% | Add +3.1% | 3,252 | $202K |
| Paladin Wealth, LLC | 0.14% | New | 3,241 | $201K |
| Hantz Financial Services, Inc. | 0.00% | Add +74.8% | 2,941 | $182K |
| NFSG Corp | 0.03% | No change | 2,900 | $180K |
| IFP Advisors, Inc | 0.00% | Add +114.9% | 2,704 | $168K |
| Towne Trust Company, N.A | 0.05% | No change | 2,592 | $161K |
| Fifth Third Bancorp | 0.00% | Reduce -4.3% | 2,586 | $160K |
| Colonial Trust Co / SC | 0.02% | No change | 2,578 | $160K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.2% | 2,522 | $156K |
| Leonteq Securities AG | 0.01% | New | 2,431 | $151K |
| Rothschild Investment LLC | 0.01% | Add +209.7% | 2,295 | $142K |
| HM Payson & Co. | 0.00% | Reduce -8.5% | 2,288 | $142K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +43.0% | 2,223 | $138K |
| Covestor Ltd | 0.07% | Reduce -1.1% | 2,180 | $135K |
| GAMMA Investing LLC | 0.01% | Reduce -6.9% | 2,104 | $130K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 2,040 | $126K |
| Danske Bank A/S | 0.00% | No change | 1,900 | $118K |
| Versant Capital Management, Inc | 0.01% | Add +16.8% | 1,866 | $116K |
| Harbour Investments, Inc. | 0.00% | Reduce -60.8% | 1,784 | $111K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 1,710 | $106K |
| Aquatic Capital Management LLC | 0.00% | Reduce -92.5% | 1,654 | $102K |
| Geneos Wealth Management Inc. | 0.00% | Add +29.4% | 1,631 | $101K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,520 | $94K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -15.7% | 1,452 | $90K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,431 | $89K |
| Jones Financial Companies LLLP | 0.00% | Add +110.3% | 1,409 | $87K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.5% | 1,359 | $84K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -2.5% | 1,330 | $83K |
| Albion Financial Group | 0.00% | No change | 1,260 | $78K |
| Huntington National Bank | 0.00% | Reduce -1.7% | 1,207 | $75K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,187 | $74K |
| SJS Investment Consulting Inc. | 0.01% | Add +5295.2% | 1,133 | $70K |
| Advisors Preferred, LLC | 0.01% | New | 1,000 | $63K |
| Tripletail Wealth Management, LLC | 0.08% | No change | 1,140 | $63K |
| Bessemer Group Inc. | 0.00% | Reduce -3.3% | 1,006 | $62K |
| DV Trading LLC | 0.01% | — | 1,000 | $62K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 932 | $58K |
| Purpose Unlimited Inc. | 0.00% | — | 850 | $53K |
| High Note Wealth, LLC | 0.01% | Reduce -4.6% | 770 | $48K |
| Whittier Trust Co. | 0.00% | Add +248.8% | 701 | $46K |
| True Wealth Design, LLC | 0.01% | Add +433.3% | 736 | $46K |
| Eastern Bank | 0.00% | No change | 679 | $42K |
| Parkside Financial Bank & Trust | 0.00% | Add +50.0% | 672 | $42K |
| Private Trust Co. NA | 0.00% | No change | 667 | $41K |
| First Horizon Corp. | 0.00% | Add +68.1% | 622 | $39K |
| Los Angeles Capital Management LLC | 0.00% | New | 682 | $36K |
| Chilton Capital Management LLC | 0.00% | No change | 550 | $34K |
| Spire Wealth Management | 0.00% | Reduce -72.0% | 510 | $32K |
| Nvwm, LLC | 0.01% | New | 500 | $31K |
| Ramirez Asset Management, Inc. | 0.00% | New | 500 | $31K |
| Elyxium Wealth, LLC | 0.01% | New | 453 | $28K |
| Alerus Financial NA | 0.00% | Reduce -10.0% | 448 | $28K |
| Root Financial Partners, LLC | 0.00% | Reduce -5.0% | 440 | $27K |
| Smithfield Trust Co | 0.00% | New | 439 | $27K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 433 | $27K |
| Legacy Bridge, LLC | 0.01% | No change | 431 | $27K |
| Salomon & Ludwin, LLC | 0.00% | Add +75.0% | 413 | $27K |
| Westside Investment Management, Inc. | 0.00% | No change | 421 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 395 | $25K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 362 | $22K |
| Larson Financial Group LLC | 0.00% | Reduce -0.8% | 361 | $22K |
| Peregrine Capital Management LLC | 0.00% | No change | 340 | $21K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -94.7% | 334 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 320 | $20K |
| Activest Wealth Management | 0.00% | New | 311 | $19K |
| Trust Co. of Vermont | 0.00% | No change | 300 | $19K |
| Summit Securities Group LLC | 0.00% | New | 285 | $18K |
| CENTRAL TRUST Co | 0.00% | Add +8.0% | 270 | $17K |
| Signature Equity Partners, LLC | 0.01% | — | 263 | $16K |
| Essential Investment Partners LLC | 0.01% | — | 250 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.7% | 246 | $15K |
| MAI Capital Management | 0.00% | Add +8.9% | 245 | $15K |
| JCIC Asset Management Inc. | 0.00% | No change | 240 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 240 | $15K |
| Torren Management, LLC | 0.01% | — | 231 | $14K |
| Tsfg, LLC | 0.00% | No change | 205 | $13K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.5% | 204 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 185 | $11K |
| LRI Investments, LLC | 0.00% | No change | 181 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 174 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +7.3% | 146 | $9K |
| Fortitude Family Office, LLC | 0.00% | Reduce -13.1% | 139 | $9K |
| SageView Advisory Group, LLC | 0.00% | New | 115 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 104 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 103 | $6K |
| MidFirst Bank | 0.00% | — | 100 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -20.0% | 96 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 95 | $6K |
| Cedar Wealth Management, LLC | 0.00% | No change | 88 | $5K |
| Rossby Financial, LCC | 0.00% | Add +322.2% | 76 | $5K |
| Country Trust Bank | 0.00% | No change | 76 | $5K |
| Bare Financial Services, Inc | 0.00% | No change | 74 | $5K |
| Manchester Capital Management LLC | 0.00% | Add +4.5% | 70 | $4K |
| Bayban | 0.00% | — | 67 | $4K |
| Caitlin John, LLC | 0.00% | No change | 62 | $4K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 60 | $4K |
| WealthCollab, LLC | 0.00% | No change | 57 | $4K |
| Webster Bank, N. A. | 0.00% | No change | 55 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -17.2% | 53 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 50 | $3K |
| SHP Wealth Management | 0.00% | — | 49 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 48 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 38 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -5.0% | 38 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -65.1% | 37 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 36 | $2K |
| Sachetta, LLC | 0.00% | No change | 35 | $2K |
| ORG Partners LLC | 0.00% | No change | 35 | $2K |
| Avion Wealth | 0.00% | Add +30.0% | 39 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -38.5% | 32 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 30 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 28 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +8.0% | 27 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +8.0% | 27 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 20 | $1K |
| Colonial Trust Advisors | 0.00% | No change | 20 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 20 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 16 | $992 |
| Hilton Head Capital Partners, LLC | 0.00% | — | 15 | $930 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 15 | $930 |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 13 | $825 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -18.8% | 13 | $805 |
| DecisionPoint Financial, LLC | 0.00% | No change | 12 | $744 |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $744 |
| CVA Family Office, LLC | 0.00% | No change | 12 | $744 |
| Principia Wealth Advisory, LLC | 0.00% | Add +11.1% | 10 | $620 |
| Kilter Group LLC | 0.00% | No change | 10 | $620 |
| Optima Capital LLC | 0.00% | New | 10 | $620 |
| Zions Bancorporation, National Association | 0.00% | New | 10 | $620 |
| Bogart Wealth, LLC | 0.00% | Add +12.5% | 9 | $558 |
| American Capital Advisory, LLC | 0.00% | No change | 8 | $496 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 8 | $496 |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 8 | $496 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 7 | $434 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 6 | $372 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $310 |
| Quaker Wealth Management, LLC | 0.00% | No change | 5 | $310 |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -86.8% | 5 | $310 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $199 |
| Toronto Dominion Bank | 0.00% | New | 3 | $192 |
| 1015 Capital Partners, LLC | 0.00% | — | 3 | $186 |
| ROSS\JOHNSON & Associates LLC | 0.00% | No change | 2 | $124 |
| MV Capital Management, Inc. | 0.00% | No change | 2 | $124 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $62 |
| Rakuten Securities, Inc. | 0.00% | Reduce -90.9% | 1 | $62 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $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.