Jefferies Financial GroupJEF
13F holders, Q1 2026 (March 31)561holders −36
74new positions
112sold out
11famous investors
$41.79avg. 13F price*
At the end of Q1 2026, 561 institutions reported holding Jefferies Financial Group Inc. (JEF) in their 13F filings, down 36 from Q4 2025. 74 opened new positions and 112 sold out. The largest holders were BlackRock, Inc. ($724.5M), Sumitomo Mitsui Financial Group, Inc. ($381.6M) and Vanguard Portfolio Management LLC ($322.9M). 11 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Jefferies Financial Group Inc.
- CUSIP
- 47233W109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $126.4M |
| Exits | 112 | $685.5M |
All 13F filers, Q4 2025 → Q1 2026: 25,188,896 shares bought and 30,337,131 shares sold, net −5,148,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 561 holders
| BlackRock, Inc. | 0.01% | Add +7.4% | 17,555,715 | $724.5M |
| Sumitomo Mitsui Financial Group, Inc. | 7.76% | No change | 9,247,081 | $381.6M |
| Vanguard Portfolio Management LLC | 0.02% | — | 7,824,536 | $322.9M |
| Vanguard Capital Management LLC | 0.01% | — | 6,714,897 | $277.1M |
| Alliancebernstein L.P. | 0.08% | Reduce -32.0% | 3,791,527 | $235.0M |
| AQR Capital Management | 0.10% | Add +54.8% | 5,282,691 | $215.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.67% | Add +182.1% | 4,951,027 | $204.3M |
| State Street Corp. | 0.01% | Add +2.8% | 4,892,744 | $201.9M |
| Massachusetts Mutual Life Insurance Co. | 8.86% | No change | 4,654,362 | $192.1M |
| Geode Capital Management, LLC | 0.01% | Add +3.5% | 3,046,972 | $125.8M |
| Two Sigma Investments, LP | 0.10% | Add +1120.1% | 2,825,053 | $116.6M |
| Morgan Stanley | 0.01% | Add +11.4% | 2,813,224 | $116.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.3% | 2,666,097 | $110.0M |
| D. E. Shaw & Co. | 0.09% | Add +136.4% | 2,617,295 | $108.0M |
| First Pacific Advisors, LP | 1.53% | Add +0.2% | 2,586,501 | $106.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.8% | 1,905,751 | $75.5M |
| Barclays PLC | 0.03% | Add +21.3% | 1,740,025 | $71.8M |
| Baron Capital (BAMCO) | 0.19% | Add +156.5% | 1,530,228 | $63.2M |
| Northern Trust Corp. | 0.01% | Add +2.5% | 1,452,078 | $59.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.7% | 1,404,248 | $58.0M |
| Freestone Grove Partners LP | 0.39% | Add +36.6% | 1,309,996 | $54.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.8% | 1,230,029 | $50.8M |
| Beck Mack & Oliver LLC | 1.04% | Reduce -0.8% | 1,223,102 | $50.5M |
| Assenagon Asset Management S.A. | 0.07% | Add +740.1% | 1,094,164 | $45.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -39.3% | 1,069,167 | $44.1M |
| Jacobs Levy Equity Management, Inc. | 0.18% | Add +0.8% | 1,024,695 | $42.3M |
| Nuveen, LLC | 0.01% | Add +9.3% | 1,018,993 | $42.1M |
| NewEdge Wealth, LLC | 0.50% | Add +10.1% | 1,017,831 | $42.0M |
| Millennium Management | 0.03% | Add +440.4% | 1,016,804 | $42.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,015,452 | $41.9M |
| Qube Research & Technologies Ltd | 0.06% | Add +826.1% | 1,006,361 | $41.5M |
| Squarepoint Ops LLC | 0.08% | Add +241.4% | 927,048 | $38.3M |
| UBS Group AG | 0.01% | Reduce -8.4% | 908,092 | $37.5M |
| Jane Street Group, LLC | 0.04% | Add +1643.5% | 868,272 | $35.8M |
| Sei Investments Co. | 0.03% | Reduce -12.4% | 860,887 | $35.5M |
| FMR LLC | 0.00% | Reduce -44.9% | 860,062 | $35.5M |
| Moerus Capital Management LLC | 11.84% | Add +27.4% | 777,068 | $32.1M |
| Bank of America Corp. | 0.00% | Reduce -55.0% | 775,985 | $32.0M |
| Private Management Group Inc. | 0.90% | Add +14.9% | 756,059 | $31.2M |
| Citadel Advisors | 0.02% | Reduce -53.0% | 690,855 | $28.5M |
| Check Capital Management Inc. | 1.73% | Add +50.3% | 680,171 | $28.1M |
| Deutsche Bank AG | 0.01% | Reduce -32.5% | 644,593 | $26.6M |
| Perpetual Ltd | 0.40% | New | 627,141 | $25.9M |
| Man Group plc | 0.05% | Add +272.4% | 620,349 | $25.6M |
| Mraz, Amerine & Associates, Inc. | 3.74% | Add +6.1% | 614,323 | $25.4M |
| Marshall Wace, LLP | 0.03% | Reduce -16.8% | 564,665 | $23.3M |
| Balyasny Asset Management L.P. | 0.04% | Add +23.7% | 528,584 | $21.8M |
| HRT Financial LP | 0.05% | Add +308.3% | 524,771 | $21.7M |
| Hosking Partners LLP | 0.76% | Add +6.0% | 515,654 | $21.3M |
| Private Capital Management, LLC | 2.17% | Add +22.7% | 514,469 | $21.2M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -3.7% | 482,273 | $19.9M |
| Retirement Systems of Alabama | 0.07% | Add +1.0% | 474,787 | $19.6M |
| GoodHaven Capital Management, LLC | 6.57% | Add +0.5% | 444,837 | $18.4M |
| Berkshire Hathaway | 0.01% | No change | 433,558 | $17.9M |
| Rhumbline Advisers | 0.02% | Add +1.6% | 431,126 | $17.8M |
| Jump Financial, LLC | 0.27% | Add +154.5% | 405,100 | $16.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.8% | 403,741 | $16.7M |
| Invesco Ltd. | 0.00% | Add +14.1% | 399,260 | $16.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.14% | No change | 398,000 | $16.4M |
| Federated Hermes, Inc. | 0.03% | Reduce -60.1% | 386,860 | $16.0M |
| Capital Fund Management S.A. | 0.14% | Reduce -0.5% | 385,967 | $15.9M |
| Principal Financial Group Inc. | 0.01% | Add +1.8% | 369,710 | $15.3M |
| Valueworks LLC | 4.14% | Add +46.5% | 368,019 | $15.2M |
| Voloridge Investment Management, LLC | 0.06% | New | 363,424 | $15.0M |
| Ameriprise Financial Inc. | 0.00% | Add +3.8% | 348,277 | $14.4M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.5% | 340,985 | $14.1M |
| Susquehanna International Group, LLP | 0.02% | New | 339,166 | $14.0M |
| Cerity Partners LLC | 0.02% | Add +16.8% | 330,431 | $13.6M |
| Robotti Robert | 2.11% | Reduce -0.3% | 327,969 | $13.5M |
| Captrust Financial Advisors | 0.02% | Reduce -8.5% | 318,842 | $13.2M |
| Tudor Investment Corporation | 0.07% | Add +56.1% | 315,297 | $13.0M |
| Swiss National Bank | 0.01% | Add +0.4% | 306,200 | $12.6M |
| Gradient Investments LLC | 0.19% | Add +3.3% | 301,441 | $12.4M |
| Schonfeld Strategic Advisors LLC | 0.10% | Add +260.6% | 284,051 | $11.7M |
| California Public Employees Retirement System | 0.01% | Reduce -5.8% | 266,363 | $11.0M |
| Prana Capital Management, LP | 0.33% | Add +177.5% | 258,581 | $10.7M |
| Quantinno Capital Management LP | 0.02% | Reduce -31.9% | 258,350 | $10.7M |
| Algert Global LLC | 0.16% | Add +38.0% | 250,671 | $10.3M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -4.8% | 248,846 | $10.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +238.6% | 247,895 | $10.2M |
| Acadian Asset Management LLC | 0.01% | Add +70.3% | 236,283 | $9.7M |
| American Century Companies Inc. | 0.01% | Add +51.8% | 235,322 | $9.7M |
| Rock Point Advisors, LLC | 2.63% | Add +30.4% | 235,132 | $9.7M |
| Legal & General Group Plc | 0.00% | Reduce -9.6% | 233,651 | $9.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +18.6% | 220,252 | $9.1M |
| State of Wisconsin Investment Board | 0.02% | Add +29.0% | 219,695 | $9.1M |
| Ieq Capital, LLC | 0.04% | Reduce -2.5% | 210,419 | $8.7M |
| Point72 Asset Management | 0.02% | New | 208,501 | $8.6M |
| Bank of Nova Scotia | 0.01% | New | 207,450 | $8.6M |
| Mariner, LLC | 0.01% | Add +35.1% | 201,223 | $8.3M |
| Merrion Investment Management Co, LLC | 4.41% | Reduce -0.5% | 198,695 | $8.2M |
| Focus Partners Wealth | 0.01% | Add +6.4% | 194,138 | $8.0M |
| First Manhattan Co. Llc. | 0.02% | Reduce -1.9% | 189,896 | $7.8M |
| New York State Teachers Retirement System | 0.02% | Add +5.1% | 182,140 | $7.5M |
| California State Teachers Retirement System | 0.01% | Add +22.3% | 179,421 | $7.4M |
| First Trust Advisors LP | 0.01% | Reduce -70.8% | 177,049 | $7.3M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -2.2% | 172,670 | $7.1M |
| Engineers Gate Manager LP | 0.09% | Add +323.0% | 170,288 | $7.0M |
| Allianz Asset Management GmbH | 0.01% | Add +79.8% | 166,373 | $6.9M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -21.8% | 161,541 | $6.7M |
| MetLife Investment Management, LLC | 0.03% | Add +0.2% | 161,340 | $6.7M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 155,157 | $6.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.2% | 149,378 | $6.2M |
| Chou Associates Management Inc. | 2.96% | Add +1258.3% | 149,237 | $6.2M |
| Lee Danner & Bass Inc. | 0.39% | Add +77.6% | 148,811 | $6.1M |
| Waterfront Wealth Inc. | 1.11% | Add +0.3% | 146,608 | $6.1M |
| Creative Planning | 0.00% | Add +64.6% | 143,663 | $5.9M |
| Lafayette Investments, Inc. | 1.15% | Add +0.0% | 137,608 | $5.7M |
| Intech Investment Management LLC | 0.05% | Add +0.5% | 132,943 | $5.5M |
| Wells Fargo & Company | 0.00% | Reduce -32.5% | 132,457 | $5.5M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 128,118 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -61.3% | 125,965 | $5.2M |
| Entropy Technologies, LP | 0.24% | Add +360.1% | 124,782 | $5.1M |
| ACR Alpine Capital Research, LLC | 0.08% | Add +30.3% | 124,770 | $5.1M |
| Walleye Capital LLC | 0.03% | Add +97.5% | 124,726 | $5.1M |
| Poehling Capital Management, INC. | 1.07% | Reduce -0.3% | 122,632 | $5.1M |
| Gabelli Funds LLC | 0.03% | No change | 122,210 | $5.0M |
| HSBC Holdings PLC | 0.00% | Add +895.8% | 120,326 | $5.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 120,292 | $5.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.0% | 119,913 | $4.9M |
| Cwm, LLC | 0.01% | Add +8.7% | 118,246 | $4.9M |
| Vanguard Global Advisers, LLC | 0.00% | — | 111,261 | $4.6M |
| 1492 Capital Management LLC | 1.69% | Add +13.5% | 107,773 | $4.4M |
| IMC-Chicago, LLC | 0.07% | Add +172.9% | 107,363 | $4.4M |
| Credit Agricole S A | 0.01% | Add +133.3% | 105,000 | $4.3M |
| Public Sector Pension Investment Board | 0.01% | New | 104,399 | $4.3M |
| Boston Partners | 0.00% | Reduce -13.6% | 102,613 | $4.2M |
| Aquatic Capital Management LLC | 0.12% | Add +5962.8% | 100,279 | $4.1M |
| American Assets Investment Management, LLC | 0.28% | No change | 100,000 | $4.1M |
| RBF Capital, LLC | 0.20% | No change | 100,000 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Add +36.3% | 98,966 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -21.9% | 115,526 | $4.0M |
| Oak Thistle LLC | 0.39% | New | 96,252 | $4.0M |
| Citigroup Inc. | 0.00% | Add +28.8% | 96,091 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 95,286 | $3.9M |
| KBC Group NV | 0.01% | Add +0.4% | 95,294 | $3.9M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +142.2% | 93,264 | $3.8M |
| Ervin Investment Management, LLC | 2.18% | Add +3.7% | 90,308 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Add +155.8% | 89,650 | $3.7M |
| Prudential Financial Inc. | 0.00% | Add +16.5% | 89,403 | $3.7M |
| Gsa Capital Partners LLP | 0.23% | New | 88,585 | $3.7M |
| Susquehanna Fundamental Investments, LLC | 0.14% | Reduce -2.5% | 88,060 | $3.6M |
| Commerce Bank | 0.02% | Add +3.0% | 87,853 | $3.6M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -9.1% | 86,405 | $3.6M |
| CI Investments Inc. | 0.02% | Reduce -86.2% | 85,677 | $3.5M |
| Worldquant Millennium Advisors LLC | 0.01% | New | 83,140 | $3.4M |
| XTX Topco Ltd | 0.06% | Add +275.9% | 82,219 | $3.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -88.4% | 80,948 | $3.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 78,786 | $3.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +16.9% | 78,141 | $3.2M |
| Amalgamated Bank | 0.02% | Add +2.0% | 74,885 | $3.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 72,287 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.7% | 71,409 | $2.9M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.10% | New | 71,260 | $2.9M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -4.0% | 69,655 | $2.9M |
| Tocqueville Asset Management L.P. | 0.04% | Add +38.2% | 68,885 | $2.8M |
| Capital Counsel LLC | 0.12% | New | 68,723 | $2.8M |
| New York State Common Retirement Fund | 0.00% | Reduce -4.0% | 68,037 | $2.8M |
| Janus Henderson Group PLC | 0.00% | No change | 67,014 | $2.8M |
| Group One Trading LLC | 0.09% | New | 65,921 | $2.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 65,548 | $2.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +1.0% | 65,103 | $2.7M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Reduce -22.6% | 64,000 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.7% | 63,367 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +20.0% | 63,088 | $2.6M |
| Trexquant Investment LP | 0.02% | Add +50.4% | 62,647 | $2.6M |
| Quadrature Capital Ltd | 0.03% | New | 62,418 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 61,714 | $2.5M |
| Twinbeech Capital LP | 0.26% | New | 60,500 | $2.5M |
| Advisory Research Inc. | 0.30% | Add +78.4% | 60,038 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -56.0% | 59,784 | $2.5M |
| Canada Pension Plan Investment Board | 0.00% | Add +773.5% | 59,400 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +22.6% | 59,165 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +34.8% | 55,779 | $2.3M |
| Fifth Third Bancorp | 0.00% | Add +1953.9% | 53,115 | $2.2M |
| First Wilshire Securities Management Inc. | 0.49% | Add +1.3% | 52,828 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 52,322 | $2.2M |
| Capitolis Liquid Global Markets LLC | 0.01% | — | 51,800 | $2.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 50,535 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.2% | 50,388 | $2.1M |
| Baader Bank Aktiengesellschaft | 0.20% | Add +43.5% | 50,294 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +263.2% | 50,046 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +4.8% | 48,297 | $2.0M |
| Voya Investment Management LLC | 0.00% | Reduce -16.8% | 48,267 | $2.0M |
| Louisiana State Employees Retirement System | 0.03% | Add +4.8% | 47,900 | $2.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +70.2% | 47,808 | $2.0M |
| Amundi | 0.00% | Reduce -56.2% | 47,683 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 47,103 | $1.9M |
| Condor Capital Management | 0.16% | Reduce -0.1% | 46,625 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.06% | Add +0.5% | 46,617 | $1.9M |
| Caisse de depot et placement du Quebec | 0.00% | No change | 45,370 | $1.9M |
| Axq Capital, LP | 0.24% | New | 44,985 | $1.9M |
| AlphaCore Capital LLC | 0.04% | Add +1.5% | 43,750 | $1.8M |
| Wedge Capital Management L L P | 0.03% | Add +0.3% | 43,642 | $1.8M |
| Havemeyer Place LP | 0.21% | Add +483.2% | 43,288 | $1.8M |
| Caxton Associates LLP | 0.04% | Add +34.4% | 42,756 | $1.8M |
| Arizona State Retirement System | 0.01% | Reduce -1.6% | 42,504 | $1.8M |
| PEAK6 LLC | 0.05% | Reduce -75.0% | 42,477 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 41,430 | $1.7M |
| State of Michigan Retirement System | 0.01% | Add +2.0% | 39,816 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +7.3% | 39,713 | $1.6M |
| Safeguard Investment Advisory Group, LLC | 0.45% | No change | 39,437 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -14.4% | 39,071 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +6.4% | 38,678 | $1.6M |
| Alessandra Capital Management, LLC | 1.34% | Reduce -41.3% | 38,123 | $1.6M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 37,892 | $1.6M |
| Wittenberg Investment Management, Inc. | 0.57% | No change | 37,074 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.3% | 37,044 | $1.5M |
| Moors & Cabot, Inc. | 0.06% | Add +20.2% | 36,550 | $1.5M |
| Empowered Funds, LLC | 0.01% | Add +808.6% | 36,498 | $1.5M |
| Intrepid Capital Management Inc. | 0.70% | No change | 36,012 | $1.5M |
| Bridgewater Associates | 0.01% | Add +50.3% | 35,848 | $1.5M |
| EntryPoint Capital, LLC | 0.43% | Add +159.6% | 35,411 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.9% | 34,400 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +3.4% | 33,891 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -43.7% | 33,328 | $1.4M |
| New Mexico Educational Retirement Board | 0.04% | No change | 33,119 | $1.4M |
| MBM Wealth Consultants, LLC | 0.31% | Add +20.9% | 32,353 | $1.3M |
| Brevan Howard Capital Management LP | 0.01% | Reduce -62.2% | 32,329 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -15.6% | 31,850 | $1.3M |
| Intrinsic Value Partners, LLC | 1.01% | Add +10.1% | 31,781 | $1.3M |
| Segall Bryant & Hamill, LLC | 0.02% | Reduce -12.1% | 29,064 | $1.2M |
| Wellington Shields Capital Management, LLC | 0.18% | No change | 28,900 | $1.2M |
| Endure Capital Management, LLC | 0.83% | — | 28,828 | $1.2M |
| SummitTX Capital, L.P. | 0.04% | New | 28,767 | $1.2M |
| Vinva Investment Management Ltd | 0.01% | New | 19,971 | $1.2M |
| Citadel Investment Advisory, Inc. | 0.55% | No change | 18,480 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.8% | 27,274 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +57.3% | 26,856 | $1.1M |
| WINTON GROUP Ltd | 0.04% | Add +229.7% | 26,703 | $1.1M |
| Quantbot Technologies LP | 0.04% | Reduce -43.0% | 26,477 | $1.1M |
| Numerai GP LLC | 0.11% | New | 26,047 | $1.1M |
| Round Hill Asset Management | 0.70% | New | 25,908 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +357.9% | 25,315 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.3% | 25,685 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -10.2% | 25,667 | $1.1M |
| Magnetar Financial LLC | 0.01% | Add +28.6% | 25,633 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -11.1% | 24,918 | $1.0M |
| Prescott Group Capital Management, L.L.C. | 0.10% | No change | 25,000 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +10.2% | 24,959 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.0% | 24,929 | $1.0M |
| Natixis | 0.00% | New | 24,753 | $1.0M |
| Diversified Trust Co. | 0.02% | New | 24,391 | $1.0M |
| Mattson Financial Services, LLC | 0.24% | Add +0.3% | 24,225 | $1000K |
| Xponance LLC | 0.01% | Add +20.4% | 24,109 | $995K |
| Integrated Wealth Concepts LLC | 0.01% | Add +153.0% | 22,389 | $924K |
| Park Avenue Securities LLC | 0.01% | Reduce -6.9% | 22,348 | $922K |
| Lanark Financial, Inc. | 0.07% | Reduce -0.0% | 21,915 | $904K |
| Neuberger Berman Group LLC | 0.00% | Reduce -18.6% | 21,829 | $901K |
| Counterpoint Mutual Funds LLC | 0.13% | New | 21,734 | $897K |
| Summit Financial, LLC | 0.01% | Reduce -2.7% | 21,515 | $888K |
| Brighton Jones LLC | 0.02% | New | 21,448 | $885K |
| Gotham Asset Management | 0.00% | Reduce -0.5% | 21,381 | $882K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 20,832 | $860K |
| SG Americas Securities, LLC | 0.00% | Reduce -93.4% | 20,552 | $848K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -50.1% | 20,515 | $847K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 20,462 | $844K |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -26.3% | 20,096 | $837K |
| New York Life Investment Management LLC | 0.01% | Add +37.0% | 20,270 | $837K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -25.9% | 20,168 | $832K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -10.4% | 20,125 | $831K |
| Bank of Montreal | 0.00% | Add +6.5% | 19,997 | $825K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.2% | 19,878 | $820K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -93.0% | 19,540 | $806K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.2% | 19,504 | $805K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.8% | 19,421 | $802K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Reduce -89.1% | 18,957 | $782K |
| Capstone Investment Advisors, LLC | 0.01% | New | 18,863 | $778K |
| Blair William & Co. | 0.00% | Add +6.2% | 18,301 | $755K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -18.9% | 18,179 | $750K |
| nVerses Capital, LLC | 0.68% | New | 18,158 | $749K |
| Evelyn Partners Investment Management LLP | 0.02% | No change | 17,596 | $726K |
| Merit Financial Group, LLC | 0.01% | Add +3.5% | 17,040 | $703K |
| Vontobel Holding Ltd. | 0.00% | New | 16,625 | $686K |
| Parallel Advisors, LLC | 0.01% | Reduce -32.9% | 16,522 | $682K |
| State of Alaska, Department of Revenue | 0.01% | No change | 16,493 | $680K |
| Allstate Corp. | 0.01% | New | 15,896 | $656K |
| Pitcairn Wealth Advisors LLC | 0.06% | No change | 10,499 | $651K |
| Jefferies Financial Group Inc. | 0.01% | No change | 15,333 | $633K |
| Chicago Partners Investment Group LLC | 0.01% | Add +67.5% | 13,455 | $633K |
| Ossiam | 0.01% | New | 15,259 | $630K |
| Harbor Advisors LLC | 0.09% | No change | 15,000 | $619K |
| Bull Harbor Capital LLC | 0.16% | — | 14,911 | $615K |
| Fisher Asset Management | 0.00% | Reduce -99.3% | 14,807 | $611K |
| Equitable Trust Co. | 0.03% | Add +41.9% | 14,710 | $607K |
| Ofi Invest Asset Management | 0.01% | Add +5.2% | 16,786 | $601K |
| Centennial Bank | 0.22% | No change | 14,534 | $600K |
| Catalyst Financial Partners LLC | 0.07% | Add +0.3% | 14,411 | $595K |
| Quadrant Capital Group LLC | 0.02% | Reduce -11.6% | 14,332 | $591K |
| Laurion Capital Management LP | 0.06% | No change | 14,180 | $585K |
| Ancora Advisors LLC | 0.01% | Add +0.6% | 14,094 | $582K |
| Voleon Capital Management LP | 0.01% | Reduce -15.8% | 13,990 | $577K |
| Polymer Capital Management (US) LLC | 0.08% | New | 13,756 | $568K |
| Natixis Advisors, LLC | 0.00% | Reduce -53.3% | 13,577 | $560K |
| National Bank of Canada | 0.00% | Reduce -0.3% | 13,101 | $541K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.0% | 13,006 | $537K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,896 | $532K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -99.8% | 12,543 | $519K |
| Securian Asset Management, Inc. | 0.02% | Add +1.4% | 12,188 | $503K |
| Evercore Wealth Management, LLC | 0.01% | No change | 11,963 | $494K |
| Daiwa Securities Group Inc. | 0.00% | Add +2.7% | 11,942 | $493K |
| AlphaGrep UK Ltd | 0.14% | Add +261.6% | 11,896 | $491K |
| Miller Howard Investments Inc. | 0.01% | Reduce -58.6% | 11,843 | $489K |
| HB Wealth Management, LLC | 0.00% | Add +16.8% | 11,767 | $486K |
| DRW Securities, LLC | 0.03% | New | 11,651 | $481K |
| Boothbay Fund Management, LLC | 0.01% | Add +75.5% | 11,638 | $480K |
| Rothschild Investment LLC | 0.02% | Add +401.2% | 11,503 | $475K |
| Connable Office Inc. | 0.05% | No change | 11,200 | $462K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -91.0% | 11,152 | $460K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.4% | 11,112 | $459K |
| United Capital Financial Advisors, LLC | 0.00% | Add +7.1% | 10,936 | $451K |
| &partners | 0.00% | Add +51.9% | 10,233 | $448K |
| Waverly Advisors, LLC | 0.00% | Add +25.8% | 10,709 | $442K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -84.0% | 10,685 | $441K |
| Tidal Investments LLC | 0.00% | Reduce -11.9% | 10,443 | $431K |
| Sylvest Advisors, LLC | 0.23% | Add +12.8% | 10,356 | $427K |
| Kwmg, LLC | 0.04% | Reduce -9.4% | 10,178 | $420K |
| Daymark Wealth Partners, LLC | 0.01% | Add +57.5% | 10,054 | $415K |
| Swiss Life Asset Management Ltd | 0.00% | Add +37.9% | 10,051 | $415K |
| LYNX Capital Group Ltd. | 0.19% | No change | 10,000 | $413K |
| Shay Capital LLC | 0.06% | Add +11.1% | 10,000 | $413K |
| Parsons Capital Management Inc. | 0.02% | Reduce -50.0% | 10,000 | $413K |
| Brooklyn Investment Group | 0.01% | Add +28.6% | 9,755 | $403K |
| Brown Financial Advisors | 0.15% | Add +0.2% | 9,723 | $401K |
| MML Investors Services, LLC | 0.00% | Reduce -51.8% | 9,716 | $401K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 9,654 | $398K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -32.1% | 9,610 | $397K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.3% | 9,462 | $390K |
| Allianz SE | 0.00% | New | 9,194 | $379K |
| Vise Technologies, Inc. | 0.01% | No change | 6,084 | $377K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -39.4% | 8,990 | $371K |
| Meeder Advisory Services, Inc. | 0.02% | Add +6.8% | 8,947 | $369K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -45.1% | 8,881 | $367K |
| William Blair Investment Management, LLC | 0.00% | New | 8,835 | $365K |
| Western Wealth Management, LLC | 0.01% | New | 8,667 | $358K |
| Yelin Lapidot Holdings Management Ltd. | 0.07% | No change | 8,652 | $357K |
| M&T Bank Corp | 0.00% | Reduce -20.8% | 8,579 | $354K |
| UMB Bank, n.a. | 0.00% | Reduce -11.6% | 8,361 | $345K |
| Teacher Retirement System of Texas | 0.00% | Add +62.3% | 8,308 | $343K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,158 | $337K |
| Leonteq Securities AG | 0.02% | Add +234.9% | 8,141 | $336K |
| Utah Retirement Systems | 0.00% | Reduce -68.0% | 8,093 | $334K |
| Arnhold LLC | 0.02% | No change | 8,000 | $330K |
| Carmel Capital Partners, LLC | 0.12% | Reduce -0.5% | 7,947 | $328K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,864 | $326K |
| Rothschild Wealth LLC | 0.03% | Add +60.5% | 7,733 | $319K |
| Carnegie Investment Counsel | 0.01% | Reduce -16.8% | 7,701 | $318K |
| Baker Avenue Asset Management, LP | 0.01% | New | 7,662 | $316K |
| Lido Advisors, LLC | 0.00% | New | 7,656 | $316K |
| Alteri Wealth LLC | 0.10% | Add +0.1% | 7,576 | $313K |
| Crewe Advisors LLC | 0.03% | No change | 7,546 | $311K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -1.0% | 7,521 | $310K |
| Frec Markets, Inc. | 0.05% | New | 7,515 | $310K |
| Boston Trust Walden Corp | 0.00% | No change | 7,500 | $310K |
| DNB Asset Management AS | 0.00% | New | 7,419 | $306K |
| Copley Financial Group, Inc. | 0.18% | Reduce -5.5% | 7,335 | $303K |
| MAI Capital Management | 0.00% | Add +2875.9% | 7,291 | $301K |
| Calamos Wealth Management LLC | 0.01% | New | 7,284 | $301K |
| Calamos Advisors LLC | 0.00% | New | 7,284 | $301K |
| Waddell & Associates, LLC | 0.02% | Add +29.6% | 7,231 | $298K |
| Stokes Family Office, LLC | 0.03% | New | 7,171 | $296K |
| Advisory Services Network, LLC | 0.00% | Add +20.2% | 7,061 | $291K |
| Cooper Financial Group | 0.03% | Add +0.9% | 6,932 | $286K |
| Farringdon Capital, Ltd. | 0.06% | New | 6,919 | $286K |
| Blackstone Inc. | 0.00% | New | 6,833 | $282K |
| R Squared Ltd | 0.15% | Add +25.3% | 6,799 | $281K |
| Shelton Wealth Management, LLC | 0.12% | Reduce -70.5% | 6,797 | $281K |
| Bridgefront Capital, LLC | 0.07% | Add +11.0% | 6,737 | $278K |
| Hamilton Capital Partners Inc. | 0.01% | Add +47.1% | 6,732 | $278K |
| CIBC Asset Management Inc | 0.00% | No change | 6,649 | $274K |
| ProShare Advisors LLC | 0.00% | Add +0.2% | 6,632 | $274K |
| Janney Montgomery Scott LLC | 0.00% | Add +17.0% | 6,589 | $272K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.2% | 6,545 | $270K |
| Vident Advisory, LLC | 0.00% | Reduce -1.8% | 6,528 | $269K |
| Bfsg, LLC | 0.03% | Add +17.6% | 6,525 | $269K |
| VestGen Advisors, LLC | 0.01% | Reduce -69.7% | 5,024 | $264K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 6,350 | $262K |
| Maple Capital Management, Inc. | 0.02% | No change | 6,316 | $261K |
| Allworth Financial LP | 0.00% | Add +23.0% | 6,308 | $260K |
| Delta Investment Management, LLC | 0.05% | Add +37.9% | 6,184 | $255K |
| Verition Fund Management LLC | 0.00% | Reduce -78.2% | 6,172 | $255K |
| Machina Capital S.A.S. | 0.05% | New | 6,114 | $252K |
| Kera Capital Partners, Inc. | 0.03% | New | 6,076 | $251K |
| Aspiriant, LLC | 0.01% | Reduce -1.2% | 6,073 | $251K |
| Greenleaf Trust | 0.00% | Reduce -0.4% | 6,025 | $249K |
| Ethic Inc. | 0.00% | Reduce -23.3% | 6,015 | $248K |
| S.E.E.D. Planning Group LLC | 0.07% | New | 6,000 | $248K |
| Searle & Co. | 0.06% | No change | 6,000 | $248K |
| PFG Investments, LLC | 0.01% | Add +0.1% | 5,969 | $246K |
| Union Bancaire Privee, UBP SA | 0.00% | New | 6,444 | $246K |
| First National Bank of Omaha | 0.01% | No change | 6,200 | $246K |
| First National Bank of Hutchinson | 0.16% | New | 5,911 | $244K |
| Caerus Investment Advisors, LLC | 0.10% | Reduce -8.7% | 5,906 | $244K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +132.3% | 5,859 | $242K |
| Truist Financial Corp. | 0.00% | Reduce -37.2% | 5,820 | $240K |
| Whitener Capital Management, Inc. | 0.05% | Add +3.6% | 5,815 | $240K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -27.3% | 5,457 | $225K |
| Shelton Capital Management | 0.00% | No change | 5,447 | $225K |
| M.E. Allison & Co., Inc. | 0.15% | No change | 5,400 | $223K |
| MKT Advisors LLC | 0.07% | No change | 5,275 | $222K |
| Transcend Capital Advisors, LLC | 0.02% | New | 5,355 | $221K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -2.0% | 5,265 | $217K |
| Bison Wealth, LLC | 0.02% | New | 4,067 | $217K |
| Carret Asset Management, LLC | 0.02% | Add +52.0% | 5,220 | $215K |
| Evoke Wealth, LLC | 0.00% | New | 5,210 | $215K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -3.4% | 5,161 | $213K |
| Panagora Asset Management Inc. | 0.00% | Add +1.1% | 5,157 | $213K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | Add +19.9% | 5,039 | $208K |
| Banque Pictet & Cie SA | 0.00% | Reduce -64.3% | 4,914 | $203K |
| Compound Planning, Inc. | 0.01% | Reduce -31.1% | 4,883 | $202K |
| Essex Financial Services, Inc. | 0.01% | Add +3.9% | 4,855 | $200K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.3% | 4,737 | $196K |
| Vestor Capital, LLC | 0.01% | Add +467.3% | 4,646 | $192K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +12.6% | 4,462 | $184K |
| Sterling Capital Management LLC | 0.00% | Reduce -41.7% | 4,150 | $171K |
| Creative Financial Designs Inc. | 0.01% | Add +13.9% | 3,915 | $162K |
| Quent Capital, LLC | 0.01% | Reduce -36.0% | 3,838 | $158K |
| Signaturefd, LLC | 0.00% | Reduce -23.1% | 3,834 | $158K |
| IFP Advisors, Inc | 0.00% | Add +37.2% | 3,711 | $153K |
| STRS Ohio | 0.00% | Reduce -0.2% | 3,662 | $151K |
| Hantz Financial Services, Inc. | 0.00% | Add +24.0% | 3,648 | $151K |
| OP Asset Management Ltd | 0.00% | New | 3,610 | $149K |
| Quarry LP | 0.03% | New | 3,482 | $144K |
| International Assets Investment Management, LLC | 0.01% | New | 3,400 | $141K |
| Arax Advisory Partners | 0.00% | Reduce -27.6% | 3,292 | $140K |
| Destiny Wealth Partners, LLC | 0.01% | New | 3,183 | $131K |
| Simplex Trading, LLC | 0.00% | New | 3,142 | $130K |
| Blue Trust, Inc. | 0.00% | Reduce -5.7% | 3,101 | $128K |
| NFSG Corp | 0.02% | No change | 2,900 | $120K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +29.9% | 2,887 | $119K |
| Storebrand Asset Management As | 0.00% | Reduce -73.6% | 2,813 | $116K |
| Towne Trust Company, N.A | 0.03% | No change | 2,592 | $107K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +69.1% | 2,570 | $106K |
| Centiva Capital, LP | 0.00% | New | 2,442 | $101K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 2,287 | $94K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 2,040 | $84K |
| Harbour Investments, Inc. | 0.00% | Add +14.0% | 2,034 | $84K |
| Larson Financial Group LLC | 0.00% | Add +395.6% | 1,789 | $74K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 1,632 | $67K |
| Tripletail Wealth Management, LLC | 0.09% | Add +33.3% | 1,520 | $63K |
| HM Payson & Co. | 0.00% | Reduce -34.4% | 1,500 | $62K |
| VSM Wealth Advisory, LLC | 0.02% | Reduce -13.0% | 1,488 | $61K |
| Essential Partners LLC | 0.02% | Reduce -69.1% | 1,473 | $61K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,431 | $59K |
| Colonial Trust Co / SC | 0.01% | Reduce -46.2% | 1,388 | $57K |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.4% | 1,390 | $55K |
| True Wealth Design, LLC | 0.02% | Add +81.5% | 1,336 | $55K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -12.1% | 1,276 | $53K |
| Albion Financial Group | 0.00% | No change | 1,260 | $52K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.0% | 1,152 | $48K |
| Bessemer Group Inc. | 0.00% | Add +2.5% | 1,031 | $42K |
| Advisors Preferred, LLC | 0.01% | No change | 1,000 | $41K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 932 | $38K |
| Purpose Unlimited Inc. | 0.00% | No change | 850 | $35K |
| GAMMA Investing LLC | 0.00% | Reduce -60.3% | 835 | $34K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -36.2% | 849 | $34K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +665.4% | 796 | $33K |
| High Note Wealth, LLC | 0.01% | No change | 770 | $32K |
| Deseret Mutual Benefit Administrators | 0.01% | Add +88.7% | 683 | $28K |
| Los Angeles Capital Management LLC | 0.00% | No change | 682 | $28K |
| Eastern Bank | 0.00% | No change | 679 | $28K |
| Bayforest Capital Ltd | 0.03% | New | 554 | $23K |
| Chilton Capital Management LLC | 0.00% | No change | 550 | $23K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -58.2% | 474 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -30.2% | 469 | $19K |
| Smithfield Trust Co | 0.00% | No change | 439 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 433 | $18K |
| Westside Investment Management, Inc. | 0.00% | No change | 421 | $17K |
| Covestor Ltd | 0.01% | Reduce -80.9% | 417 | $17K |
| Huntington National Bank | 0.00% | Reduce -67.0% | 398 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 395 | $16K |
| Assetmark, Inc. | 0.00% | Reduce -88.4% | 377 | $16K |
| Wilkerson Advisory Group LLC | 0.01% | Reduce -95.1% | 373 | $15K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 365 | $15K |
| Peregrine Capital Management LLC | 0.00% | No change | 340 | $14K |
| Root Financial Partners, LLC | 0.00% | Reduce -24.1% | 334 | $14K |
| GHP Investment Advisors, Inc. | 0.00% | Add +2.5% | 328 | $14K |
| CX Institutional | 0.00% | New | 308 | $13K |
| LRI Investments, LLC | 0.00% | Add +69.6% | 307 | $13K |
| First Horizon Corp. | 0.00% | Reduce -53.7% | 288 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.3% | 254 | $10K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 252 | $10K |
| Essential Investment Partners LLC | 0.01% | No change | 250 | $10K |
| JCIC Asset Management Inc. | 0.00% | No change | 240 | $10K |
| North Star Investment Management Corp. | 0.00% | No change | 240 | $10K |
| Versant Capital Management, Inc | 0.00% | Reduce -87.6% | 232 | $10K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1.0% | 206 | $9K |
| Whittier Trust Co. | 0.00% | Reduce -71.3% | 201 | $8K |
| Danske Bank A/S | 0.00% | Reduce -89.5% | 200 | $8K |
| Tsfg, LLC | 0.00% | No change | 205 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +24.5% | 173 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Add +537.0% | 172 | $7K |
| JPL Wealth Management, LLC | 0.00% | New | 163 | $7K |
| CENTRAL TRUST Co | 0.00% | Reduce -40.7% | 160 | $7K |
| Rossby Financial, LCC | 0.00% | Add +97.4% | 150 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -18.9% | 150 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 146 | $6K |
| Spire Wealth Management | 0.00% | Reduce -72.8% | 139 | $6K |
| Country Trust Bank | 0.00% | Add +73.7% | 132 | $5K |
| Activest Wealth Management | 0.00% | Reduce -59.5% | 126 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 103 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -86.2% | 92 | $4K |
| CVA Family Office, LLC | 0.00% | Add +600.0% | 84 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 80 | $3K |
| Manchester Capital Management LLC | 0.00% | Add +12.9% | 79 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +1014.3% | 78 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -39.6% | 58 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 68 | $3K |
| Caitlin John, LLC | 0.00% | Add +1.6% | 63 | $3K |
| TD Private Client Wealth LLC | 0.00% | Reduce -95.4% | 62 | $3K |
| Rakuten Securities, Inc. | 0.00% | Add +5700.0% | 58 | $2K |
| WealthCollab, LLC | 0.00% | No change | 57 | $2K |
| Webster Bank, N. A. | 0.00% | No change | 55 | $2K |
| Mather Group, Llc. | 0.00% | New | 55 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 52 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 50 | $2K |
| Mosley Wealth Management | 0.00% | New | 30 | $2K |
| Hollencrest Capital Management | 0.00% | Add +2.6% | 39 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 38 | $2K |
| Signature Equity Partners, LLC | 0.00% | Reduce -85.9% | 37 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 37 | $2K |
| Sachetta, LLC | 0.00% | Add +2.9% | 36 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +1066.7% | 35 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 35 | $1K |
| Whipplewood Advisors, LLC | 0.00% | New | 33 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -15.6% | 27 | $1K |
| SHP Wealth Management | 0.00% | Reduce -55.1% | 22 | $908 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 20 | $825 |
| Colonial Trust Advisors | 0.00% | No change | 20 | $825 |
| N.E.W. Advisory Services LLC | 0.00% | No change | 20 | $825 |
| Torren Management, LLC | 0.00% | Reduce -91.8% | 19 | $778 |
| Prestige Wealth Management Group LLC | 0.00% | Add +20.0% | 18 | $743 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -40.0% | 18 | $743 |
| Horizon Investments, LLC | 0.00% | New | 18 | $743 |
| Cromwell Holdings LLC | 0.00% | Reduce -46.4% | 15 | $619 |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 15 | $619 |
| Bare Financial Services, Inc | 0.00% | Reduce -79.7% | 15 | $619 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 14 | $578 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 13 | $554 |
| Principia Wealth Advisory, LLC | 0.00% | Add +30.0% | 13 | $537 |
| Financial Consulate, Inc. | 0.00% | New | 13 | $537 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 13 | $536 |
| DecisionPoint Financial, LLC | 0.00% | No change | 12 | $496 |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $495 |
| Zions Bancorporation, National Association | 0.00% | Add +10.0% | 11 | $454 |
| Kilter Group LLC | 0.00% | No change | 10 | $413 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -63.0% | 10 | $413 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -83.0% | 9 | $371 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 6 | $248 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $207 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 5 | $207 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -37.5% | 5 | $206 |
| CoreCap Advisors, LLC | 0.00% | New | 5 | $206 |
| Hughes Financial Services, LLC | 0.00% | Reduce -88.9% | 4 | $165 |
| American Capital Advisory, LLC | 0.00% | Reduce -62.5% | 3 | $124 |
| Alerus Financial NA | 0.00% | Reduce -99.3% | 3 | $124 |
| AdvisorNet Financial, Inc | 0.00% | Add +200.0% | 3 | $124 |
| ROSS\JOHNSON & Associates LLC | 0.00% | No change | 2 | $83 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -60.0% | 2 | $83 |
| MV Capital Management, Inc. | 0.00% | Reduce -50.0% | 1 | $42 |
| Capital Advisors, Ltd. LLC | 0.00% | Add +100.0% | 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.