Jones Lang LasalleJLL

13F holders, Q4 2025 (December 31)
644holders +64
94new positions
52sold out
9famous investors
$336.29avg. 13F price*

At the end of Q4 2025, 644 institutions reported holding Jones Lang Lasalle Inc. (JLL) in their 13F filings, up 64 from Q3 2025. 94 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock, Inc. ($1.5B) and FMR LLC ($1.0B). 9 famous investors held it, including John W. Rogers Jr. (3.2% of Ariel Investments's portfolio), Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

Company
Jones Lang Lasalle Inc.
CUSIP
48020Q107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 426Q1 2024Q2 2024: 438Q2 2024Q3 2024: 520Q3 2024Q4 2024: 561Q4 2024Q1 2025: 573Q1 2025Q2 2025: 544Q2 2025Q3 2025: 580Q3 2025Q4 2025: 644Q4 2025Q1 2026: 661Q1 2026Q2 2026: 665Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions94$179.6M
Exits52$65.5M

All 13F filers, Q3 2025 → Q4 2025: 3,098,886 shares bought and 3,085,249 shares sold, net +13,637 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 644 holders

Vanguard Group Inc. 0.03% Reduce -0.9% 6,792,722 $2.3B
BlackRock, Inc. 0.03% Add +0.8% 4,553,847 $1.5B
FMR LLC 0.05% Add +14.0% 3,045,548 $1.0B
EdgePoint Investment Group Inc. 5.83% No change 2,109,560 $709.8M
Morgan Stanley 0.03% Reduce -11.6% 1,630,867 $548.7M
State Street Corp. 0.02% Reduce -1.2% 1,425,568 $479.7M
T. Rowe Price Associates Inc. 0.04% Add +17.8% 1,180,514 $397.2M
Swedbank AB 0.32% Add +0.5% 993,742 $334.4M
Geode Capital Management, LLC 0.02% Add +1.6% 990,836 $333.5M
Dimensional Fund Advisors LP 0.07% Reduce -5.6% 972,648 $327.3M
Select Equity Group, L.P. 1.42% Reduce -20.2% 911,723 $306.8M
AQR Capital Management 0.16% Add +426.7% 899,625 $302.7M
Ariel Investments 3.25% Reduce -6.1% 893,230 $300.5M
Massachusetts Financial Services Co. 0.07% Reduce -9.3% 682,286 $229.6M
Norges Bank 0.02% — 579,397 $194.9M
Alliancebernstein L.P. 0.06% Reduce -5.1% 568,208 $191.2M
Baron Capital (BAMCO) 0.51% Add +0.0% 564,297 $189.9M
Northern Trust Corp. 0.02% Reduce -1.6% 437,214 $147.1M
Fort Washington Investment Advisors Inc. 0.73% Add +0.0% 404,656 $136.2M
Artemis Investment Management LLP 1.63% Add +8.5% 402,173 $135.3M
Eurizon Capital SGR S.p.A. 0.41% — 392,608 $132.3M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.7% 353,744 $119.0M
Blair William & Co. 0.31% Add +22.3% 346,764 $116.7M
Bank of New York Mellon Corp 0.02% Reduce -2.6% 308,300 $103.7M
Prudential Financial Inc. 0.12% Add +159.9% 303,854 $102.2M
Bank of America Corp. 0.01% Add +10.7% 299,461 $100.8M
Wellington Management Group LLP 0.02% Reduce -2.0% 284,408 $95.7M
Boston Trust Walden Corp 0.70% Reduce -1.7% 276,223 $92.9M
Milford Funds Ltd. 1.69% — 255,944 $86.1M
TCW Group Inc. 0.60% Add +3.5% 246,973 $83.1M
Goldman Sachs Group Inc. 0.01% Add +10.7% 235,474 $79.2M
Equity Investment Corp. 1.60% Reduce -2.6% 235,422 $79.2M
Truist Financial Corp. 0.10% Add +4.1% 231,280 $77.8M
Citadel Advisors 0.05% Add +28.7% 229,800 $77.3M
Marshall Wace, LLP 0.07% New 223,724 $75.3M
Invesco Ltd. 0.01% Add +18.1% 222,413 $74.8M
Raymond James Financial Inc. 0.02% Add +16.9% 203,153 $68.6M
Allianz Asset Management GmbH 0.08% Reduce -12.1% 198,993 $67.0M
Caisse de depot et placement du Quebec 0.11% Reduce -30.0% 193,478 $65.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -5.1% 184,463 $62.1M
Nordea Investment Management AB 0.05% Reduce -6.8% 175,799 $59.1M
American Century Companies Inc. 0.03% Add +10.0% 163,071 $54.9M
Ensign Peak Advisors, Inc 0.10% Reduce -9.3% 162,363 $54.6M
Vulcan Value Partners, LLC 0.91% Reduce -23.8% 150,625 $50.7M
Assenagon Asset Management S.A. 0.07% Reduce -18.6% 145,952 $49.1M
William Blair Investment Management, LLC 0.13% Reduce -6.5% 133,953 $45.1M
JPMorgan Chase & Co. 0.00% Reduce -5.5% 132,949 $44.7M
Franklin Resources Inc. 0.01% Add +4.4% 132,023 $44.4M
Rhumbline Advisers 0.04% Reduce -1.9% 132,012 $44.4M
Allspring Global Investments Holdings, LLC 0.07% Reduce -2.8% 129,122 $43.4M
Hennessy Advisors Inc. 1.53% Reduce -5.2% 128,400 $43.2M
Qube Research & Technologies Ltd 0.06% Reduce -50.0% 125,938 $42.4M
Royal London Asset Management Ltd. 0.09% Add +1.1% 121,239 $40.8M
Envestnet Asset Management Inc. 0.01% Add +6.8% 119,766 $40.3M
Renaissance Group LLC 1.61% Reduce -4.6% 119,016 $40.0M
Millennium Management 0.03% Reduce -66.4% 117,866 $39.7M
AEGON ASSET MANAGEMENT UK Plc 0.47% Reduce -8.6% 117,735 $39.6M
Deutsche Bank AG 0.01% Reduce -9.7% 115,979 $39.0M
Principal Financial Group Inc. 0.02% Reduce -15.9% 113,119 $38.1M
Life Cycle Investment Partners Ltd 0.26% — 110,290 $37.1M
AustralianSuper Pty Ltd 0.17% No change 107,897 $36.3M
Legal & General Group Plc 0.01% Reduce -15.1% 107,489 $36.2M
Ameriprise Financial Inc. 0.01% Add +1.8% 106,609 $35.9M
Public Employees Retirement Association of Colorado 0.13% No change 106,386 $35.8M
Trillium Asset Management, LLC 1.04% Reduce -17.9% 99,003 $33.9M
Epoch Investment Partners, Inc. 0.18% Add +95.8% 95,031 $32.0M
California Public Employees Retirement System 0.02% Add +1.4% 93,892 $31.6M
Swiss National Bank 0.02% Add +1.6% 93,440 $31.4M
Holocene Advisors, LP 0.06% New 90,571 $30.5M
Hotchkis & Wiley Capital Management LLC 0.09% Reduce -55.0% 90,540 $30.5M
Polar Capital Holdings Plc 0.14% Reduce -4.2% 88,860 $29.9M
Canada Pension Plan Investment Board 0.02% Add +30.6% 83,220 $28.0M
Panagora Asset Management Inc. 0.10% Add +775.8% 81,312 $27.4M
Clearbridge Investments, LLC 0.02% Add +29.1% 81,051 $27.3M
Ranger Investment Management, L.P. 1.75% Reduce -0.4% 75,676 $25.5M
Corient Private Wealth LP 0.03% Add +14.9% 74,277 $25.0M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -15.8% 73,698 $24.8M
Nuveen, LLC 0.01% Reduce -30.5% 71,852 $24.2M
Intech Investment Management LLC 0.21% Reduce -5.4% 70,476 $23.7M
Royal Bank of Canada 0.00% Reduce -66.3% 69,570 $23.4M
STRS Ohio 0.09% Add +0.0% 69,130 $23.3M
Retirement Systems of Alabama 0.07% Reduce -0.9% 68,086 $22.9M
D. E. Shaw & Co. 0.02% Reduce -59.4% 65,817 $22.1M
UBS Group AG 0.00% Reduce -57.4% 63,729 $21.4M
Trexquant Investment LP 0.19% Add +946.2% 61,715 $20.8M
Cerity Partners LLC 0.03% Add +58.2% 61,493 $20.7M
Boston Partners 0.02% Reduce -9.4% 61,121 $20.6M
Wells Fargo & Company 0.00% Reduce -3.6% 60,767 $20.4M
Causeway Capital Management LLC 0.28% Reduce -37.2% 59,456 $20.0M
Barclays PLC 0.01% Reduce -45.3% 54,294 $18.3M
New York State Teachers Retirement System 0.04% Reduce -1.9% 53,432 $18.0M
Amundi 0.01% Add +643.3% 53,050 $17.8M
Nomura Asset Management International Inc. 0.03% — 51,989 $17.5M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -76.0% 51,089 $17.2M
RBF Capital, LLC 0.77% No change 50,000 $16.8M
Skandinaviska Enskilda Banken AB (publ) 0.07% Add +2277.0% 49,917 $16.8M
State of Wisconsin Investment Board 0.04% Reduce -3.6% 49,859 $16.8M
First Trust Advisors LP 0.01% Add +24.4% 45,303 $15.2M
Concurrent Investment Advisors, LLC 0.17% Add +71.8% 45,238 $15.2M
California State Teachers Retirement System 0.02% Reduce -0.1% 44,826 $15.1M
Edgestream Partners, L.P. 0.42% Add +1.4% 44,327 $14.9M
Mariner, LLC 0.02% Add +132.3% 43,952 $14.8M
Ieq Capital, LLC 0.04% New 43,529 $14.6M
Public Employees Retirement System of Ohio 0.04% Reduce -3.3% 42,799 $14.4M
Sei Investments Co. 0.01% Add +3.4% 42,695 $14.4M
Los Angeles Capital Management LLC 0.05% Reduce -4.5% 46,329 $14.1M
State Board of Administration of Florida Retirement System 0.02% Add +3.4% 41,869 $14.1M
ExodusPoint Capital Management, LP 0.16% Add +154.4% 41,710 $14.0M
Man Group plc 0.03% Reduce -11.9% 41,474 $14.0M
Russell Investments Group, Ltd. 0.02% Reduce -4.0% 41,114 $13.8M
Schroder Investment Management Group 0.01% Add +1300.4% 40,640 $13.8M
Renaissance Technologies 0.02% Add +11.4% 40,889 $13.8M
New York State Common Retirement Fund 0.02% Reduce -13.4% 37,517 $12.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.5% 36,661 $12.3M
Gotham Asset Management 0.04% Add +44.3% 35,803 $12.0M
Third Avenue Management LLC 2.10% Reduce -33.5% 34,351 $11.6M
Voya Investment Management LLC 0.01% Reduce -6.7% 34,335 $11.6M
KBC Group NV 0.03% No change 34,216 $11.5M
TD Asset Management Inc 0.01% New 33,745 $11.4M
Crossmark Global Holdings, Inc. 0.15% Reduce -1.8% 30,997 $10.4M
Brandywine Global Investment Management, LLC 0.07% Reduce -2.4% 30,358 $10.2M
Advisors Capital Management, LLC 0.12% Add +0.6% 30,203 $10.2M
Channing Capital Management, LLC 0.26% Reduce -18.3% 29,699 $10.0M
Horizon Investments, LLC 0.13% Add +79.0% 29,666 $10.0M
Prana Capital Management, LP 0.36% Reduce -41.5% 29,499 $9.9M
CANADA LIFE ASSURANCE Co 0.02% Reduce -1.1% 28,982 $9.7M
Thrivent Financial for Lutherans 0.02% Add +78.4% 28,895 $9.7M
Delta Global Management LP 0.70% New 28,628 $9.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -2.4% 28,133 $9.5M
Teacher Retirement System of Texas 0.03% Reduce -11.2% 27,980 $9.4M
Oliver Luxxe Assets LLC 1.38% Add +1.2% 27,034 $9.1M
Focus Partners Wealth 0.01% Add +21.3% 25,872 $8.7M
Creative Planning 0.01% Add +148.4% 25,857 $8.7M
Pathstone Holdings, LLC 0.03% Add +2.0% 25,710 $8.7M
Worldquant Millennium Advisors LLC 0.03% Add +24.1% 25,054 $8.4M
Highland Capital Management, LLC 0.41% Add +18.3% 24,243 $8.2M
First National Bank of Omaha 0.24% Reduce -15.6% 23,773 $8.0M
MetLife Investment Management, LLC 0.04% Reduce -5.1% 23,673 $8.0M
Klingman & Associates, LLC 0.38% Add +0.1% 23,499 $7.9M
Burney Co./ 0.23% Add +4.7% 22,385 $7.5M
Erste Asset Management GmbH 0.06% Add +7.0% 22,022 $7.5M
Amalgamated Bank 0.05% Reduce -1.1% 21,908 $7.4M
Algert Global LLC 0.11% No change 21,853 $7.4M
Janus Henderson Group PLC 0.00% Add +5.5% 21,545 $7.2M
Danske Bank A/S 0.02% Reduce -20.6% 21,152 $7.1M
Natixis Advisors, LLC 0.01% Add +1.5% 20,915 $7.0M
APG Asset Management N.V. 0.02% Reduce -6.4% 24,060 $6.9M
Meeder Asset Management Inc. 0.37% Add +485.8% 20,422 $6.9M
Citigroup Inc. 0.00% Add +55.6% 20,351 $6.8M
State of Tennessee, Department of Treasury 0.02% Reduce -4.1% 19,062 $6.8M
New Age Alpha Advisors, LLC 0.29% Add +5.8% 20,054 $6.7M
Incline Global Management LLC 2.30% Reduce -49.3% 20,037 $6.7M
Riposte Capital LLC 2.80% Reduce -66.7% 20,000 $6.7M
Police & Firemen's Retirement System of New Jersey 0.06% Reduce -4.3% 19,974 $6.7M
Treasurer of the State of North Carolina 0.02% Reduce -6.8% 19,763 $6.7M
Mutual of America Capital Management LLC 0.07% Reduce -10.2% 19,642 $6.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.7% 19,564 $6.6M
Kennedy Capital Management LLC 0.14% Add +173.7% 19,420 $6.5M
HRT Financial LP 0.02% Reduce -63.4% 19,368 $6.5M
Family Manage LLC 0.82% Add +1.3% 19,268 $6.5M
Cwm, LLC 0.02% Add +743.8% 19,019 $6.4M
BNP Paribas Financial Markets 0.00% Add +16.4% 18,824 $6.3M
Midway Capital Research & Management 5.81% — 17,728 $6.0M
Olstein Capital Management, L.P. 1.21% Reduce -10.3% 17,500 $5.9M
HSBC Holdings PLC 0.00% Add +93.1% 16,557 $5.6M
Squarepoint Ops LLC 0.01% Reduce -3.5% 16,474 $5.5M
Victory Capital Management Inc. 0.00% Add +29.2% 16,224 $5.5M
Comerica Bank 0.02% Reduce -4.8% 15,820 $5.3M
Yousif Capital Management, LLC 0.06% Reduce -2.9% 15,369 $5.3M
Neuberger Berman Group LLC 0.00% Reduce -6.1% 15,639 $5.3M
Knights of Columbus Asset Advisors LLC 0.29% New 15,242 $5.1M
Hunter Associates Investment Management LLC 0.69% Add +0.5% 15,272 $5.1M
State of New Jersey Common Pension Fund D 0.02% Reduce -8.2% 14,958 $5.0M
Basswood Capital Management, L.L.C. 0.22% Add +56.9% 14,864 $5.0M
Quantinno Capital Management LP 0.01% Add +33.0% 14,693 $4.9M
Silvant Capital Management LLC 0.17% Add +1.6% 14,626 $4.9M
Capital Fund Management S.A. 0.05% Reduce -49.9% 14,591 $4.9M
Teachers Retirement System of the State of Kentucky 0.04% No change 14,539 $4.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +443.4% 13,742 $4.8M
Dana Investment Advisors, Inc. 0.14% Reduce -0.2% 13,906 $4.7M
Nisa Investment Advisors, LLC 0.02% Reduce -36.5% 13,656 $4.6M
Ameritas Investment Partners, Inc. 0.14% Reduce -15.3% 13,624 $4.6M
Tandem Capital Management Corp. 2.08% No change 13,622 $4.6M
Federation des caisses Desjardins du Quebec 0.02% Add +18.1% 13,513 $4.5M
Handelsbanken Fonder AB 0.01% Reduce -9.7% 13,478 $4.5M
Mercer Global Advisors Inc. 0.01% Add +189.8% 13,191 $4.4M
Arizona State Retirement System 0.02% Reduce -6.3% 13,165 $4.4M
Louisiana State Employees Retirement System 0.08% Reduce -0.8% 13,100 $4.4M
LPL Financial LLC 0.00% Add +13.1% 13,086 $4.4M
OP Asset Management Ltd 0.05% Reduce -8.2% 12,931 $4.4M
Kornitzer Capital Management Inc. 0.09% New 12,500 $4.2M
Orion Porfolio Solutions, LLC 0.03% Reduce -1.4% 12,123 $4.1M
CWA Asset Management Group, LLC 0.15% Add +5.5% 11,958 $4.0M
Abn Amro Investment Solutions 0.06% Reduce -28.0% 11,925 $4.0M
Cibc World Markets Corp. 0.02% — 11,898 $4.0M
Johnson Investment Counsel Inc. 0.03% Add +4.4% 11,857 $4.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -2.9% 11,810 $4.0M
O'shaughnessy Asset Management, LLC 0.02% Add +17.6% 11,775 $4.0M
FJ Capital Management LLC 0.44% Reduce -53.5% 11,774 $4.0M
SG Americas Securities, LLC 0.01% Add +457.4% 11,677 $3.9M
Perigon Wealth Management, LLC 0.07% New 11,593 $3.9M
Schonfeld Strategic Advisors LLC 0.02% Reduce -50.7% 11,323 $3.8M
Castleark Management LLC 0.11% Add +4.3% 11,271 $3.8M
Bank of New Hampshire 0.85% Reduce -1.1% 11,255 $3.8M
State of Michigan Retirement System 0.02% Reduce -1.8% 11,111 $3.7M
Henshaw Capital LLC 0.13% No change 10,745 $3.6M
BDF-Gestion 0.44% Reduce -6.3% 10,710 $3.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.0% 10,560 $3.6M
Captrust Financial Advisors 0.01% Add +48.4% 10,516 $3.5M
Chase Investment Counsel Corp. 0.98% Add +4.9% 10,428 $3.5M
KLP Kapitalforvaltning As 0.01% Add +5.3% 10,420 $3.5M
Bridgewater Associates 0.01% Add +102.1% 10,028 $3.4M
Crown Advisors Management, Inc. 2.21% Add +25.0% 10,000 $3.4M
QRG Capital Management, Inc. 0.04% Add +225.8% 9,988 $3.4M
Jain Global LLC 0.03% Add +37.0% 9,720 $3.3M
New Mexico Educational Retirement Board 0.10% No change 9,700 $3.3M
Oregon Public Employees Retirement Fund 0.04% Reduce -1.7% 9,423 $3.2M
D L Carlson Investment Group Inc. 0.53% Add +0.1% 9,325 $3.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +2.6% 9,183 $3.1M
Rathbones Group PLC 0.01% No change 9,048 $3.0M
Evolve Private Wealth, LLC 0.18% — 9,039 $3.0M
WCM Investment Management, LLC 0.01% Reduce -51.6% 8,871 $3.0M
NFJ Investment Group, LLC 0.10% Reduce -7.3% 8,329 $2.8M
Xponance LLC 0.02% Reduce -10.6% 8,148 $2.7M
Lazard Asset Management LLC 0.00% Reduce -41.3% 8,132 $2.7M
Utah Retirement Systems 0.03% No change 7,795 $2.6M
Cascade Investment Advisors, Inc. 1.49% Reduce -1.2% 7,522 $2.5M
Hedeker Wealth, LLC 0.51% Reduce -0.7% 7,281 $2.4M
Perryman Financial Advisory Inc. 0.36% — 7,215 $2.4M
Pictet Asset Management Holding SA 0.00% Add +7.3% 7,150 $2.4M
Linden Thomas Advisory Services, LLC 0.24% Add +3.1% 7,149 $2.4M
Southeast Asset Advisors, LLC 0.22% Reduce -0.1% 6,848 $2.3M
Engineers Gate Manager LP 0.03% Reduce -4.8% 6,820 $2.3M
Bank of Montreal 0.00% Reduce -70.7% 6,631 $2.2M
Equitable Trust Co. 0.10% Reduce -7.8% 6,617 $2.2M
Vestcor Inc 0.06% Add +67.5% 6,501 $2.2M
Riverwater Partners LLC 0.85% Add +22.3% 6,499 $2.2M
Brevan Howard Capital Management LP 0.05% Reduce -54.8% 6,487 $2.2M
Sequoia Financial Advisors, LLC 0.01% Add +85.6% 6,456 $2.2M
NEOS Investment Management LLC 0.01% Add +42.0% 6,326 $2.1M
Ethic Inc. 0.03% Add +16.2% 6,264 $2.1M
Bridges Investment Management Inc. 0.03% Add +7.9% 5,881 $2.0M
Empowered Funds, LLC 0.03% Reduce -42.3% 5,678 $1.9M
Pacer Advisors, Inc. 0.01% Reduce -34.7% 5,652 $1.9M
First National Advisers, LLC 0.25% Reduce -13.8% 5,330 $1.8M
Tidal Investments LLC 0.01% Add +19.8% 5,314 $1.8M
Bessemer Group Inc. 0.00% Add +37.9% 5,172 $1.7M
HighTower Advisors, LLC 0.00% Add +1.0% 4,740 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -69.2% 4,710 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -9.5% 4,690 $1.6M
Glenmede Trust Co. NA 0.01% — 4,671 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +17.1% 4,559 $1.5M
Hancock Whitney Corp. 0.03% Add +0.9% 4,557 $1.5M
DGS Capital Management, LLC 0.26% Add +21.1% 4,505 $1.5M
Polianta Ltd 0.20% No change 4,500 $1.5M
Jackson Creek Investment Advisors LLC 0.45% New 4,480 $1.5M
Stifel Financial Corp. 0.00% Add +9.3% 4,465 $1.5M
Susquehanna Portfolio Strategies, LLC 0.02% Add +2.1% 4,447 $1.5M
Peapack Gladstone Financial Corp. 0.02% Reduce -2.3% 4,430 $1.5M
Callan Family Office, LLC 0.03% Add +220.1% 4,421 $1.5M
New York Life Investment Management LLC 0.01% Reduce -11.5% 4,249 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -20.6% 4,237 $1.4M
Quadrant Capital Group LLC 0.04% Add +0.3% 4,220 $1.4M
Sanctuary Advisors, LLC 0.01% Add +30.7% 4,205 $1.4M
denkapparat Operations GmbH 0.76% No change 4,170 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -1.4% 4,090 $1.4M
Cetera Investment Advisers 0.00% Add +5.2% 3,978 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% Add +477.2% 3,954 $1.3M
Basepoint Wealth LLC 0.80% Reduce -26.6% 3,936 $1.3M
GRS Advisors, LLC 0.12% Reduce -93.7% 3,926 $1.3M
Advisors Asset Management, Inc. 0.02% Add +2610.6% 3,849 $1.3M
Merit Financial Group, LLC 0.01% Add +356.7% 3,800 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +176.9% 3,799 $1.3M
First Citizens Bank & Trust Co. 0.03% Add +13.3% 3,798 $1.3M
Federated Hermes, Inc. 0.00% Reduce -10.3% 3,796 $1.3M
Two Sigma Investments, LP 0.00% Reduce -91.2% 3,779 $1.3M
E. Ohman J:or Asset Management AB 0.03% No change 3,740 $1.3M
Shelton Wealth Management, LLC 0.54% Add +5.3% 3,707 $1.2M
MML Investors Services, LLC 0.00% Add +168.8% 3,694 $1.2M
Fragasso Financial Advisors Inc 0.07% No change 3,668 $1.2M
Sepio Capital, LP 0.07% Reduce -2.0% 3,580 $1.2M
Vista Investment Management 0.39% Reduce -0.2% 3,536 $1.2M
Securian Asset Management, Inc. 0.04% Reduce -3.1% 3,440 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -32.3% 3,432 $1.2M
Versor Investments LP 0.17% Add +22.3% 3,299 $1.1M
Swiss Life Asset Management Ltd 0.01% Add +49.1% 3,244 $1.1M
DoubleLine ETF Adviser LP 0.32% Add +3.9% 3,210 $1.1M
Lido Advisors, LLC 0.00% Add +5.7% 3,585 $1.1M
Atria Investments, Inc 0.01% Reduce -0.8% 3,191 $1.1M
Leonteq Securities AG 0.06% Reduce -21.6% 3,144 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -0.7% 3,109 $1.0M
Sapient Capital LLC 0.01% Reduce -6.8% 3,061 $1.0M
Abacus Planning Group, Inc. 0.14% Add +0.1% 3,075 $1.0M
DigitalBridge Group, Inc. 0.08% Reduce -25.6% 3,050 $1.0M
Vident Advisory, LLC 0.01% Reduce -21.2% 3,048 $1.0M
Ritholtz Wealth Management 0.02% Add +152.0% 3,044 $1.0M
Havemeyer Place LP 0.20% — 3,029 $1.0M
VARCOV Co. 0.40% — 3,024 $1.0M
Jane Street Group, LLC 0.00% Reduce -97.2% 3,001 $1.0M
GenTrust, LLC 0.04% Add +19.3% 2,998 $1.0M
Curi Capital, LLC 0.02% Add +235.3% 2,977 $1.0M
Tributary Capital Management, LLC 0.10% Reduce -1.9% 2,914 $980K
Gateway Investment Advisers LLC 0.01% Reduce -81.7% 2,896 $974K
Campbell & CO Investment Adviser LLC 0.05% Reduce -1.6% 2,891 $973K
Integrated Advisors Network LLC 0.04% Reduce -5.3% 2,862 $963K
Confluence Wealth Services, Inc. 0.04% No change 2,806 $944K
Mirabella Financial Services LLP 0.10% Reduce -61.4% 2,784 $937K
Capstone Investment Advisors, LLC 0.01% New 2,782 $936K
AlphaQuest LLC 0.05% Reduce -77.9% 2,770 $932K
Magnetar Financial LLC 0.01% Reduce -43.0% 2,761 $929K
Rockefeller Capital Management L.P. 0.00% Add +14.4% 2,759 $928K
Harbor Capital Advisors, Inc. 0.07% Reduce -42.5% 2,688 $904K
Integrated Wealth Concepts LLC 0.01% New 2,623 $883K
M&T Bank Corp 0.00% Add +25.1% 2,611 $878K
US Bancorp \de 0.00% Add +2.5% 2,596 $873K
Vinva Investment Management Ltd 0.01% Reduce -6.1% 1,672 $846K
NorthCrest Asset Manangement, LLC 0.02% New 2,411 $842K
Impact Partnership Wealth, LLC 0.11% New 2,486 $836K
&partners 0.00% Add +7.6% 2,480 $834K
Chicago Partners Investment Group LLC 0.02% Add +65.5% 2,338 $828K
Pallas Capital Advisors LLC 0.03% New 2,399 $807K
Virtu Financial LLC 0.03% Reduce -55.2% 2,400 $807K
Maryland State Retirement & Pension System 0.02% No change 2,352 $791K
Krilogy Financial LLC 0.03% Add +137.1% 2,158 $771K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -4.2% 2,270 $764K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.4% 2,253 $758K
Evelyn Partners Investment Management Services Ltd 0.09% No change 2,250 $757K
Fifth Third Bancorp 0.00% Reduce -3.2% 2,250 $757K
Hunter Perkins Capital Management, LLC 0.17% No change 2,245 $755K
First Bank & Trust 0.12% Add +0.2% 2,229 $750K
Parallel Advisors, LLC 0.01% Add +7.4% 2,229 $750K
CWC Advisors, LLC. 0.36% Reduce -0.1% 2,207 $743K
Loomis Sayles & Co. L P 0.00% Add +205.0% 2,199 $740K
Abacus Wealth Partners, LLC 0.07% New 2,188 $736K
Sterling Capital Management LLC 0.01% Reduce -0.7% 2,135 $718K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.5% 2,038 $686K
Compound Planning, Inc. 0.02% Add +25.2% 2,008 $676K
Sapience Investments, LLC 2.52% Reduce -0.3% 1,988 $669K
Yarbrough Capital, LLC 0.02% Add +70.8% 1,988 $669K
Global Retirement Partners, LLC 0.01% Add +2040.0% 1,926 $648K
ProShare Advisors LLC 0.00% Reduce -6.1% 1,892 $637K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -82.1% 1,888 $635K
Robeco Institutional Asset Management B.V. 0.00% New 1,841 $619K
Aviva PLC 0.00% New 1,821 $613K
Martingale Asset Management L P 0.02% New 1,814 $610K
Laird Norton Wetherby Trust Company, LLC 0.01% New 1,801 $606K
Rwa Wealth Partners, LLC 0.01% No change 1,782 $600K
VestGen Advisors, LLC 0.03% Add +4.5% 1,773 $597K
Groupe la Francaise 0.01% New 1,734 $583K
3Chopt Investment Partners, LLC 0.13% Reduce -0.9% 1,692 $569K
Azzad Asset Management Inc. 0.06% Add +3.1% 1,671 $562K
Greenleaf Trust 0.01% Add +1.8% 1,668 $561K
Diversify Wealth Management, LLC 0.03% Reduce -0.5% 1,618 $559K
North Dakota State Investment Board 0.02% — 1,660 $559K
NewEdge Wealth, LLC 0.01% Add +16.7% 1,649 $555K
DekaBank Deutsche Girozentrale 0.00% No change 2,712 $546K
Shelton Capital Management 0.01% Reduce -5.7% 1,603 $539K
Great Lakes Advisors, LLC 0.00% Reduce -1.4% 1,597 $537K
Nicholas Investment Partners, LP 0.04% New 1,596 $537K
Childress Capital Advisors, LLC 0.09% New 1,592 $536K
Baird Financial Group, Inc. 0.00% No change 1,581 $532K
Fifth Third Wealth Advisors LLC 0.02% Reduce -1.7% 1,580 $532K
HB Wealth Management, LLC 0.00% Add +86.7% 1,576 $530K
Scott & Selber, Inc. 0.13% No change 1,570 $528K
Forum Financial Management, LP 0.01% Add +0.1% 1,558 $524K
Sowell Financial Services LLC 0.02% Reduce -1.4% 1,535 $516K
Farther Finance Advisors, LLC 0.01% Add +167.9% 1,530 $515K
Commerce Bank 0.00% Add +0.5% 1,525 $513K
Seeds Investor LLC 0.10% Add +9.4% 1,518 $511K
Trust Point Inc. 0.04% Reduce -11.4% 1,514 $509K
TD Private Client Wealth LLC 0.01% New 1,513 $509K
Procyon Advisors, LLC 0.02% Add +0.1% 1,500 $505K
Park Avenue Securities LLC 0.00% New 1,490 $501K
Evergreen Capital Management LLC 0.01% Reduce -0.3% 1,482 $499K
CIBC Asset Management Inc 0.00% No change 1,480 $498K
Coldstream Capital Management Inc. 0.01% Add +31.2% 1,472 $495K
Legacy Capital Wealth Partners, LLC 0.11% Reduce -2.7% 1,471 $495K
GAMMA Investing LLC 0.02% Add +21.6% 1,441 $485K
United Capital Financial Advisors, LLC 0.00% Add +55.0% 1,441 $485K
Trajan Wealth LLC 0.02% Reduce -2.4% 1,430 $481K
Brooklyn Investment Group 0.02% New 1,403 $479K
Hantz Financial Services, Inc. 0.01% Add +91.2% 1,407 $473K
Caerus Investment Advisors, LLC 0.15% New 1,379 $464K
Signaturefd, LLC 0.01% Add +88.8% 1,361 $458K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.2% 1,361 $458K
Mackenzie Financial Corp. 0.00% Reduce -14.6% 1,337 $453K
Exchange Traded Concepts, LLC 0.00% Reduce -70.5% 1,339 $451K
MGB Wealth Management, LLC 0.13% No change 1,325 $446K
Granite Investment Partners, LLC 0.03% Reduce -83.4% 1,322 $445K
Jones Financial Companies LLLP 0.00% Add +23.2% 1,315 $442K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Reduce -8.5% 1,292 $435K
Farringdon Capital, Ltd. 0.11% New 1,291 $434K
Waddell & Associates, LLC 0.03% New 1,290 $434K
Richwood Investment Advisors, LLC 0.31% Reduce -5.8% 1,245 $427K
JMN Financial LLC 0.42% — 1,261 $424K
Aster Capital Management (DIFC) Ltd 0.18% Reduce -37.0% 1,242 $418K
Beacon Financial Group 0.04% Reduce -8.0% 1,216 $409K
Praxis Investment Management Inc. 0.02% No change 1,210 $407K
Stephens Inc. 0.01% Reduce -1.1% 1,202 $404K
AlphaCore Capital LLC 0.01% Add +23.9% 1,177 $396K
Acadian Asset Management LLC 0.00% Add +455.7% 1,167 $391K
Polymer Capital Management (US) LLC 0.05% Reduce -69.3% 1,162 $391K
Advisory Services Network, LLC 0.01% Reduce -0.3% 1,144 $385K
Commonwealth Equity Services, LLC 0.00% Add +27.4% 1,140 $384K
Pinnacle Associates Ltd. 0.00% New 1,140 $384K
Sivia Capital Partners, LLC 0.08% New 1,128 $380K
Camelot Portfolios, LLC 0.23% Reduce -33.5% 1,122 $378K
NewEdge Advisors, LLC 0.00% Add +755.7% 1,121 $377K
Centersquare Investment Management LLC 0.00% Add +0.9% 1,120 $377K
Globeflex Capital L P 0.06% New 1,117 $376K
Florida Trust Wealth Management Co 0.01% Add +1.6% 1,108 $373K
Nemes Rush Group LLC 0.03% No change 1,102 $371K
OneDigital Investment Advisors LLC 0.00% Reduce -1.5% 1,101 $370K
Picton Mahoney Asset Management 0.00% Add +27275.0% 1,095 $368K
Jefferies Financial Group Inc. 0.00% New 1,088 $366K
QSV Equity Investors LLC 0.54% Reduce -4.2% 1,086 $365K
Wealthspire Advisors, LLC 0.00% Add +21.3% 1,083 $364K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -1.6% 1,083 $364K
Savant Capital, LLC 0.00% Reduce -1.7% 1,061 $357K
Walleye Capital LLC 0.00% New 1,060 $357K
EverSource Wealth Advisors, LLC 0.01% Add +102.1% 1,055 $355K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +103.1% 1,036 $350K
Affinity Investment Advisors, LLC 0.23% No change 1,034 $348K
Advisortrust Partners, LLC 0.15% — 1,027 $346K
Brown Advisory Inc. 0.00% New 1,019 $343K
Kingsview Wealth Management, LLC 0.00% New 1,019 $343K
Nomura Holdings Inc. 0.00% Reduce -2.2% 1,015 $342K
Harbor Advisors LLC 0.05% No change 1,000 $336K
Intrust Bank NA 0.03% Add +2.4% 999 $336K
Cambria Investment Management, L.P. 0.02% Reduce -12.7% 995 $335K
Net Worth Advisory Group 0.07% Reduce -2.4% 987 $332K
Lighthouse Investment Partners, LLC 0.01% Reduce -96.8% 986 $332K
Beese Fulmer Investment Management, Inc. 0.02% New 976 $328K
Profund Advisors LLC 0.01% Reduce -11.8% 958 $322K
Resonant Capital Advisors, LLC 0.02% Reduce -0.2% 956 $322K
Ballentine Partners, LLC 0.00% Add +5.3% 951 $320K
Harbour Capital Advisors, LLC 0.06% Reduce -7.8% 940 $316K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 923 $311K
Waverly Advisors, LLC 0.00% New 923 $311K
Turtle Creek Wealth Advisors, LLC 0.02% New 921 $310K
Rothschild Wealth LLC 0.03% New 907 $305K
Norden Group LLC 0.03% Reduce -2.1% 905 $305K
Allworth Financial LP 0.00% Add +243.7% 904 $304K
Abel Hall, LLC 0.07% New 903 $304K
Clearstead Advisors, LLC 0.00% Add +567.4% 901 $303K
Sagewood Asset Management LP 0.11% — 898 $302K
Pine Haven Investment Counsel, Inc 0.21% No change 889 $299K
Cadent Capital Advisors, LLC 0.08% No change 882 $297K
Summit Trail Advisors, LLC 0.01% New 865 $291K
Leelyn Smith, LLC 0.04% No change 849 $286K
Vise Technologies, Inc. 0.01% New 848 $285K
GTS Securities LLC 0.01% Reduce -5.3% 839 $282K
Caitlin John, LLC 0.18% New 829 $279K
Portside Wealth Group, LLC 0.04% Reduce -15.3% 823 $277K
Frontier Capital Management Co. LLC 0.00% No change 817 $275K
Smallwood Wealth Investment Management, LLC 0.14% No change 816 $275K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -18.2% 812 $273K
Parcion Private Wealth LLC 0.02% New 811 $273K
EP Wealth Advisors, LLC 0.00% — 811 $273K
Verition Fund Management LLC 0.00% Reduce -92.6% 802 $270K
PFG Investments, LLC 0.01% Add +2.0% 801 $269K
Argent Trust Co 0.01% No change 798 $269K
Rafferty Asset Management, LLC 0.00% Reduce -3.2% 793 $267K
Sage Rhino Capital LLC 0.05% Add +2.9% 792 $266K
XTX Topco Ltd 0.01% New 790 $266K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.5% 781 $263K
Wick Capital Partners, LLC 0.05% New 778 $262K
Stratos Wealth Partners, LTD. 0.00% Add +0.9% 755 $254K
Alta Capital Management LLC/ 0.02% New 755 $254K
Citizens Financial Group Inc. 0.00% New 752 $253K
Plato Investment Management Ltd 0.02% Reduce -55.1% 729 $246K
Natural Investments, LLC 0.06% New 732 $246K
Quantbot Technologies LP 0.01% Reduce -96.5% 715 $241K
Aaron Wealth Advisors LLC 0.01% New 704 $237K
GW Henssler & Associates Ltd. 0.01% New 700 $236K
Jackson Thornton Wealth Management, LLC 0.02% New 671 $235K
DNB Asset Management AS 0.00% New 699 $235K
Verdad Advisers, LP 0.27% — 690 $232K
Aprio Wealth Management, LLC 0.01% New 688 $231K
Cooper/Haims Advisors, LLC 0.10% No change 685 $230K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% — 672 $226K
Guggenheim Capital LLC 0.00% New 667 $224K
Drive Wealth Management, LLC 0.04% New 666 $224K
CSS LLC 0.04% Reduce -40.5% 662 $223K
AlphaGrep UK Ltd 0.07% — 658 $221K
Nomura Asset Management Co. Ltd. 0.00% Add +0.5% 657 $221K
Kestra Advisory Services, LLC 0.00% New 648 $218K
New Wave Wealth Advisors LLC 0.08% New 648 $218K
Moody Aldrich Partners LLC 0.04% New 646 $217K
Carr Financial Group Corp 0.06% New 641 $216K
Meeder Advisory Services, Inc. 0.01% New 639 $215K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -5.5% 638 $215K
Nilsine Partners, LLC 0.02% New 630 $212K
Cercano Management LLC 0.01% New 630 $212K
OpenArc Corporate Advisory, LLC 0.00% — 624 $210K
Journey Strategic Wealth LLC 0.01% New 616 $207K
Ashton Thomas Private Wealth, LLC 0.01% New 611 $206K
Neumann Capital Management, LLC 0.06% New 600 $202K
Private Wealth Partners, LLC 0.01% New 600 $202K
Astoria Portfolio Advisors LLC. 0.05% New 660 $201K
Essential Partners LLC 0.06% Add +165.7% 574 $193K
Atlas Capital Advisors Inc. 0.02% — 565 $190K
Steigerwald, Gordon & Koch Inc. 0.02% Add +0.8% 504 $170K
UMB Bank, n.a. 0.00% Add +10.6% 490 $165K
Covestor Ltd 0.09% Reduce -21.8% 483 $163K
Blue Trust, Inc. 0.00% Reduce -16.7% 455 $153K
Brown Brothers Harriman & Co. 0.00% Add +37.6% 443 $149K
MAI Capital Management 0.00% Reduce -4.5% 424 $143K
Rothschild Investment LLC 0.01% Add +20650.0% 415 $140K
Pier 88 Investment Partners LLC 0.15% No change 400 $135K
Versant Capital Management, Inc 0.02% Add +1.4% 364 $122K
Arax Advisory Partners 0.00% Reduce -49.0% 358 $120K
Lanark Financial, Inc. 0.01% Reduce -7.0% 358 $120K
Basecamp Wealth Advisors LLC 0.02% — 347 $117K
Johnson Financial Group, Inc. 0.00% Reduce -63.4% 330 $111K
Team Financial Group, LLC 0.05% No change 322 $108K
SageView Advisory Group, LLC 0.00% New 316 $106K
IFP Advisors, Inc 0.00% Reduce -47.0% 313 $105K
CIBC Private Wealth Group LLC 0.00% Add +25.9% 287 $97K
Smartleaf Asset Management LLC 0.00% Add +25.2% 283 $96K
Capital Analysts, LLC 0.00% No change 274 $92K
Capital Advisors, Ltd. LLC 0.01% No change 253 $85K
Asset Management One Co., Ltd. 0.00% New 225 $77K
Whittier Trust Co. 0.00% No change 217 $76K
Operose Advisors LLC 0.02% No change 226 $76K
Brown, Lisle/Cummings, Inc. 0.02% No change 225 $76K
State of Wyoming 0.01% New 224 $75K
Assetmark, Inc. 0.00% Add +15.8% 220 $74K
Transamerica Financial Advisors, LLC 0.01% Add +45.3% 215 $72K
First Horizon Corp. 0.00% No change 206 $69K
V-Square Quantitative Management LLC 0.01% New 205 $69K
Huntington National Bank 0.00% Reduce -1.9% 201 $68K
Godfrey Financial Associates, Inc. 0.06% — 198 $67K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.1% 193 $65K
Caitong International Asset Management Co., Ltd 0.02% Reduce -3.5% 191 $64K
North Star Investment Management Corp. 0.00% Add +3.9% 187 $63K
Quent Capital, LLC 0.00% Add +29.7% 179 $60K
TCTC Holdings, LLC 0.00% No change 178 $60K
LRI Investments, LLC 0.00% No change 176 $59K
Root Financial Partners, LLC 0.00% Add +19.1% 175 $59K
Manchester Capital Management LLC 0.01% Add +3320.0% 171 $58K
TrinityBridge Ltd 0.00% No change 170 $57K
Bayforest Capital Ltd 0.04% New 163 $55K
Bruce G. Allen Investments, LLC 0.04% Reduce -8.8% 156 $52K
Parkside Financial Bank & Trust 0.00% Add +4.3% 147 $49K
CENTRAL TRUST Co 0.00% Add +0.7% 136 $46K
True Wealth Design, LLC 0.01% Add +13200.0% 133 $45K
Chilton Capital Management LLC 0.00% No change 133 $45K
Deseret Mutual Benefit Administrators 0.02% Reduce -3.3% 119 $40K
Hilton Head Capital Partners, LLC 0.02% — 104 $35K
Tsfg, LLC 0.00% No change 94 $32K
Washington Trust Advisors, Inc. 0.00% Add +7.0% 92 $31K
Activest Wealth Management 0.01% Add +1720.0% 91 $31K
Sunbelt Securities, Inc. 0.00% Add +5.9% 90 $30K
SJS Investment Consulting Inc. 0.00% Add +1350.0% 87 $29K
DT Investment Partners, LLC 0.00% No change 87 $29K
International Assets Investment Management, LLC 0.00% New 87 $29K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 84 $28K
Westside Investment Management, Inc. 0.00% Add +5.4% 78 $26K
Rossby Financial, LCC 0.01% Add +50.0% 66 $22K
JFS Wealth Advisors, LLC 0.00% Add +32.6% 61 $21K
Elyxium Wealth, LLC 0.01% New 60 $20K
Keating Financial Advisory Services, Inc. 0.00% — 60 $20K
Bartlett & Co. Wealth Management LLC 0.00% No change 60 $20K
Matrix Trust Co 0.00% Reduce -1.8% 56 $19K
Greenline Wealth Management LLC 0.02% — 54 $18K
Private Trust Co. NA 0.00% No change 50 $17K
Measured Wealth Private Client Group, LLC 0.00% New 43 $14K
Clearstead Trust, LLC 0.00% Add +10.5% 42 $14K
Bell Investment Advisors, Inc 0.00% Add +61.5% 42 $14K
Farmers & Merchants Investments Inc. 0.00% No change 42 $14K
Bokf, NA 0.00% New 41 $14K
Fortitude Family Office, LLC 0.00% Reduce -2.5% 39 $13K
GW&K Investment Management, LLC 0.00% No change 39 $13K
Frazier Financial Advisors, LLC 0.01% Reduce -5.3% 36 $12K
Triumph Capital Management 0.00% New 33 $11K
Private Wealth Management Group, LLC 0.00% No change 30 $10K
Bare Financial Services, Inc 0.00% No change 30 $10K
Marquette Asset Management, LLC 0.00% Add +222.2% 29 $10K
Retirement Wealth Solutions LLC 0.01% Add +35.0% 27 $9K
Spire Wealth Management 0.00% Add +145.4% 27 $9K
WealthCollab, LLC 0.00% Add +85.7% 26 $9K
Sachetta, LLC 0.00% No change 25 $8K
SouthState Bank Corp 0.00% Add +20.0% 24 $8K
TD Capital Management LLC 0.00% No change 24 $8K
Quarry LP 0.00% Reduce -96.4% 21 $7K
Grove Bank & Trust 0.00% No change 20 $7K
Medallion Wealth Advisors, LLC 0.00% No change 18 $6K
High Note Wealth, LLC 0.00% No change 18 $6K
Harbour Investments, Inc. 0.00% Reduce -33.3% 18 $6K
T. Rowe Price Investment Management, Inc. 0.00% No change 16 $6K
Manning & Napier Advisors LLC 0.00% New 17 $6K
Pinnacle Wealth Planning Services, Inc. 0.00% New 17 $6K
IMA Advisory Services, Inc. 0.00% Add +1600.0% 17 $6K
Dogwood Wealth Management LLC 0.00% No change 16 $5K
Country Trust Bank 0.00% No change 16 $5K
Physician Wealth Advisors, Inc. 0.00% Add +180.0% 14 $5K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -27.8% 13 $5K
Boreal Capital Management LLC 0.00% No change 12 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $4K
First Eagle Investment Management, LLC 0.00% New 12 $4K
Signature Equity Partners, LLC 0.00% — 11 $4K
Rialto Wealth Management, LLC 0.00% Add +11.1% 10 $3K
Zions Bancorporation, National Association 0.00% New 10 $3K
HM Payson & Co. 0.00% New 10 $3K
WPG Advisers, LLC 0.00% Reduce -75.0% 9 $3K
Wealth Watch Advisors, INC 0.00% No change 9 $3K
Financial Network Wealth Advisors LLC 0.00% No change 8 $3K
SBI Securities Co., Ltd. 0.00% Add +14.3% 8 $3K
Comprehensive Financial Planning, Inc. 0.00% New 7 $2K
Optima Capital LLC 0.00% New 7 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +75.0% 7 $2K
Ares Financial Consulting, LLC 0.00% — 6 $2K
Cornerstone Financial Management LLC 0.00% — 6 $2K
Harbor Investment Advisory, LLC 0.00% No change 6 $2K
Golden State Wealth Management, LLC 0.00% New 6 $2K
CVA Family Office, LLC 0.00% No change 6 $2K
SHP Wealth Management 0.00% — 6 $2K
Ogorek Anthony Joseph /NY/ 0.00% New 8 $2K
Avion Wealth 0.00% Add +200.0% 6 $2K
HFM Investment Advisors, LLC 0.00% No change 5 $2K
Cornerstone Planning Group LLC 0.00% Add +100.0% 4 $1K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 4 $1K
Cromwell Holdings LLC 0.00% No change 4 $1K
TFC Financial Management, Inc. 0.00% No change 4 $1K
Hughes Financial Services, LLC 0.00% No change 4 $1K
Richardson Capital Management LLC 0.00% New 3 $1K
Signature Resources Capital Management, LLC 0.00% New 3 $1K
Turning Point Benefit Group, Inc. 0.00% No change 3 $1K
Financial Management Professionals, Inc. 0.00% No change 3 $1K
Dunhill Financial, LLC 0.00% New 2 $803
American Capital Advisory, LLC 0.00% No change 2 $673
Breakwater Investment Management 0.00% New 2 $673
Raffa Wealth Management, LLC 0.00% No change 2 $673
Bogart Wealth, LLC 0.00% New 2 $673
Salomon & Ludwin, LLC 0.00% No change 1 $349
Union Bancaire Privee, UBP SA 0.00% No change 20,300 $339
Quaker Wealth Management, LLC 0.00% No change 1 $337
Acumen Wealth Advisors, LLC 0.00% — 1 $337
Kilter Group LLC 0.00% No change 1 $337
Creative Financial Designs Inc. 0.00% No change 1 $336
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $336
Larson Financial Group LLC 0.00% New 1 $336
Private Wealth Asset Management, LLC 0.00% No change 1 $336

"% of holder's portfolio" is JLL's weight in each manager's 13F, not the share of Jones Lang Lasalle Inc. the manager owns.