Jones Lang LasalleJLL

13F holders, Q1 2026 (March 31)
661holders +17
90new positions
76sold out
9famous investors
$304.48avg. 13F price*

At the end of Q1 2026, 661 institutions reported holding Jones Lang Lasalle Inc. (JLL) in their 13F filings, up 17 from Q4 2025. 90 opened new positions and 76 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Portfolio Management LLC ($1.3B) and FMR LLC ($819.7M). 9 famous investors held it, including John W. Rogers Jr. (3.5% of Ariel Investments's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.1% of Millennium 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions90$238.3M
Exits76$514.1M

All 13F filers, Q4 2025 → Q1 2026: 4,571,228 shares bought and 4,984,727 shares sold, net −413,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 661 holders

BlackRock, Inc. 0.02% Add +1.9% 4,642,764 $1.4B
Vanguard Portfolio Management LLC 0.07% — 4,348,270 $1.3B
FMR LLC 0.04% Reduce -11.6% 2,693,512 $819.7M
Vanguard Capital Management LLC 0.02% — 2,106,984 $641.2M
EdgePoint Investment Group Inc. 4.65% Reduce -9.7% 1,905,011 $579.7M
Morgan Stanley 0.03% Add +2.1% 1,664,686 $506.6M
State Street Corp. 0.02% Add +2.2% 1,456,865 $443.4M
Geode Capital Management, LLC 0.02% Add +3.4% 1,024,152 $311.7M
Ariel Investments 3.49% Add +14.7% 1,024,277 $311.7M
T. Rowe Price Associates Inc. 0.03% Reduce -21.7% 924,316 $281.3M
Dimensional Fund Advisors LP 0.05% Reduce -12.2% 853,942 $259.9M
AQR Capital Management 0.12% Reduce -7.4% 832,826 $251.7M
Massachusetts Financial Services Co. 0.08% Add +8.6% 740,851 $225.5M
Alliancebernstein L.P. 0.06% Reduce -0.5% 565,430 $190.3M
Millennium Management 0.14% Add +380.2% 565,958 $172.2M
Swedbank AB 0.18% Reduce -44.4% 552,173 $168.0M
Northern Trust Corp. 0.02% Add +12.8% 493,234 $150.1M
Principal Financial Group Inc. 0.07% Add +279.6% 429,418 $130.7M
Fort Washington Investment Advisors Inc. 0.68% Add +0.1% 404,872 $123.2M
Charles Schwab Investment Management Inc. 0.02% Add +5.5% 373,018 $113.5M
Westfield Capital Management Co. LP 0.44% New 347,779 $105.8M
Artemis Investment Management LLP 1.10% Reduce -15.6% 339,326 $103.3M
Blair William & Co. 0.29% Reduce -2.7% 337,417 $102.7M
Bank of New York Mellon Corp 0.02% Reduce -0.8% 305,753 $93.0M
Bank of America Corp. 0.01% Add +1.3% 303,446 $92.3M
Vanguard Fiduciary Trust Co. 0.02% — 294,156 $89.5M
Arrowstreet Capital, Limited Partnership 0.05% Add +449.1% 280,543 $85.4M
Qube Research & Technologies Ltd 0.12% Add +121.4% 278,841 $84.9M
Raymond James Financial Inc. 0.03% Add +35.8% 275,886 $82.7M
Boston Trust Walden Corp 0.67% Reduce -2.8% 268,483 $81.7M
Franklin Resources Inc. 0.02% Add +100.9% 265,258 $80.7M
Equity Investment Corp. 1.54% Add +9.6% 257,971 $78.5M
Prudential Financial Inc. 0.10% Reduce -15.3% 257,334 $78.3M
Goldman Sachs Group Inc. 0.01% Add +8.5% 255,521 $77.8M
Wellington Management Group LLP 0.01% Reduce -11.2% 252,458 $76.8M
Truist Financial Corp. 0.10% Add +4.4% 241,438 $73.5M
Baron Capital (BAMCO) 0.22% Reduce -57.3% 241,208 $73.4M
TCW Group Inc. 0.51% Reduce -9.0% 224,827 $68.4M
Invesco Ltd. 0.01% Reduce -0.2% 222,062 $67.6M
Allianz Asset Management GmbH 0.07% Add +2.1% 203,227 $61.8M
Eurizon Capital SGR S.p.A. 0.19% Reduce -49.1% 199,624 $60.5M
Jane Street Group, LLC 0.06% Add +6371.7% 194,217 $59.1M
Causeway Capital Management LLC 0.70% Add +213.3% 186,274 $56.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -0.0% 184,393 $56.1M
Nuveen, LLC 0.02% Add +156.2% 184,104 $56.0M
UBS Group AG 0.01% Add +179.4% 178,032 $54.2M
Life Cycle Investment Partners Ltd 0.33% Add +55.0% 170,896 $52.0M
Ensign Peak Advisors, Inc 0.09% Reduce -3.5% 156,723 $47.7M
JPMorgan Chase & Co. 0.00% Add +18.1% 157,081 $46.7M
Allspring Global Investments Holdings, LLC 0.07% Add +13.1% 146,012 $44.6M
Milford Funds Ltd. 0.92% Reduce -43.7% 144,000 $43.8M
Envestnet Asset Management Inc. 0.01% Add +18.6% 142,060 $43.2M
Rhumbline Advisers 0.04% Add +2.4% 135,129 $41.1M
Hotchkis & Wiley Capital Management LLC 0.12% Add +42.1% 128,617 $39.1M
Royal London Asset Management Ltd. 0.08% Add +4.2% 126,348 $38.5M
Trexquant Investment LP 0.27% Add +101.3% 124,229 $37.8M
Ameriprise Financial Inc. 0.01% Add +12.8% 120,306 $36.6M
Hennessy Advisors Inc. 1.28% Reduce -9.5% 116,200 $35.4M
Epoch Investment Partners, Inc. 0.21% Add +22.3% 116,179 $35.4M
Legal & General Group Plc 0.01% Add +6.9% 114,894 $35.0M
Nordea Investment Management AB 0.03% Reduce -34.2% 115,681 $34.5M
Renaissance Group LLC 1.44% Reduce -4.9% 113,197 $34.4M
HRT Financial LP 0.09% Add +481.9% 112,692 $34.3M
Vulcan Value Partners, LLC 0.88% Reduce -27.3% 109,549 $33.3M
Public Employees Retirement Association of Colorado 0.13% No change 106,386 $32.4M
California Public Employees Retirement System 0.02% Add +8.7% 102,045 $31.1M
Holocene Advisors, LP 0.07% Add +11.9% 101,368 $30.8M
Assenagon Asset Management S.A. 0.05% Reduce -31.7% 99,626 $30.3M
Clearbridge Investments, LLC 0.03% Add +19.1% 96,515 $29.4M
American Century Companies Inc. 0.01% Reduce -42.3% 94,141 $28.6M
Swiss National Bank 0.02% No change 93,440 $28.4M
Trillium Asset Management, LLC 0.92% Add +9.8% 108,757 $27.7M
Panagora Asset Management Inc. 0.10% Add +8.8% 88,433 $26.9M
D. E. Shaw & Co. 0.02% Add +33.9% 88,155 $26.8M
Gotham Asset Management 0.08% Add +138.4% 85,356 $26.0M
Janus Henderson Group PLC 0.01% Add +291.3% 84,298 $25.7M
William Blair Investment Management, LLC 0.08% Reduce -37.7% 83,499 $25.4M
Amundi 0.01% Add +54.4% 81,889 $24.9M
Citadel Advisors 0.02% Reduce -64.4% 81,878 $24.9M
Ranger Investment Management, L.P. 1.65% Reduce -0.8% 75,111 $22.9M
Corient Private Wealth LP 0.03% Add +0.9% 74,986 $22.8M
Boston Partners 0.02% Add +20.8% 73,837 $22.5M
Canada Pension Plan Investment Board 0.01% Reduce -11.9% 73,340 $22.3M
Healthcare of Ontario Pension Plan Trust Fund 0.04% New 72,100 $21.9M
Delta Global Management LP 1.79% Add +150.9% 71,821 $21.9M
Retirement Systems of Alabama 0.07% Add +1.8% 69,303 $21.1M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -7.4% 68,231 $20.8M
Schroder Investment Management Group 0.02% Add +67.6% 68,124 $20.2M
SEB Asset Management AB 0.08% — 65,132 $19.8M
BNP Paribas Financial Markets 0.01% Add +241.0% 64,191 $19.5M
Wells Fargo & Company 0.00% Add +3.5% 62,872 $19.1M
Deutsche Bank AG 0.01% Reduce -47.3% 61,123 $18.6M
Intech Investment Management LLC 0.18% Reduce -14.2% 60,456 $18.4M
Renaissance Technologies 0.03% Add +46.4% 59,849 $18.2M
Cerity Partners LLC 0.03% Reduce -4.9% 58,453 $17.8M
Neuberger Berman Group LLC 0.01% Add +261.0% 56,461 $17.2M
STRS Ohio 0.07% Reduce -20.1% 55,228 $16.8M
California State Teachers Retirement System 0.02% Add +22.4% 54,848 $16.7M
Rockefeller Capital Management L.P. 0.03% Add +1885.8% 54,787 $16.7M
Tidal Investments LLC 0.05% Add +897.5% 53,006 $16.1M
New York State Teachers Retirement System 0.03% Reduce -2.9% 51,901 $15.8M
TD Asset Management Inc 0.01% Add +53.8% 51,894 $15.8M
Nomura Asset Management International Inc. 0.03% Reduce -1.4% 51,270 $15.6M
Sei Investments Co. 0.01% Add +18.0% 50,393 $15.3M
RBF Capital, LLC 0.75% No change 50,000 $15.2M
Incline Global Management LLC 5.95% Add +148.3% 49,755 $15.1M
Russell Investments Group, Ltd. 0.02% Add +19.0% 48,920 $14.9M
Royal Bank of Canada 0.00% Reduce -31.1% 47,958 $14.6M
Man Group plc 0.03% Add +13.1% 46,896 $14.3M
State of Wisconsin Investment Board 0.03% Reduce -6.1% 46,823 $14.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +65.7% 46,615 $14.2M
Engineers Gate Manager LP 0.17% Add +548.4% 44,221 $13.5M
AustralianSuper Pty Ltd 0.07% Reduce -60.0% 43,123 $13.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 42,346 $12.9M
Mariner, LLC 0.01% Reduce -6.9% 40,931 $12.5M
Public Employees Retirement System of Ohio 0.04% Reduce -6.3% 40,102 $12.2M
First Trust Advisors LP 0.01% Reduce -17.1% 37,551 $11.4M
New York State Common Retirement Fund 0.02% Reduce -1.4% 36,977 $11.3M
KBC Group NV 0.03% Add +7.0% 36,621 $11.1M
Cander Asset Management LP 1.99% New 36,400 $11.1M
State Board of Administration of Florida Retirement System 0.02% Reduce -13.4% 36,240 $11.0M
Los Angeles Capital Management LLC 0.04% Reduce -22.6% 35,849 $10.9M
Highland Capital Management, LLC 0.55% Add +41.3% 34,248 $10.4M
Channing Capital Management, LLC 0.25% Add +9.5% 32,518 $9.9M
Third Avenue Management LLC 1.60% Reduce -5.7% 32,407 $9.9M
Voya Investment Management LLC 0.01% Reduce -5.8% 32,329 $9.8M
Mercer Global Advisors Inc. 0.01% Add +144.6% 32,262 $9.8M
FJ Capital Management LLC 1.09% Add +170.8% 31,881 $9.7M
Crossmark Global Holdings, Inc. 0.14% Add +2.7% 31,845 $9.7M
Barclays PLC 0.00% Reduce -41.5% 31,736 $9.7M
Quantinno Capital Management LP 0.02% Add +110.2% 30,885 $9.4M
Concurrent Investment Advisors, LLC 0.10% Reduce -33.7% 30,012 $9.1M
Advisors Capital Management, LLC 0.11% Reduce -2.0% 29,612 $9.0M
Creative Planning 0.01% Add +13.7% 29,406 $8.9M
Voloridge Investment Management, LLC 0.04% New 29,276 $8.9M
CANADA LIFE ASSURANCE Co 0.02% Add +0.2% 29,044 $8.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -23.0% 28,216 $8.6M
Oliver Luxxe Assets LLC 1.26% Add +2.6% 27,731 $8.4M
Schonfeld Strategic Advisors LLC 0.06% Add +129.9% 26,028 $7.9M
Kennedy Capital Management LLC 0.17% Add +32.5% 25,729 $7.8M
Glenmede Trust Co. NA 0.04% Add +449.7% 25,676 $7.8M
Algert Global LLC 0.12% Add +16.7% 25,503 $7.8M
Erste Asset Management GmbH 0.07% Add +16.3% 25,606 $7.6M
Lighthouse Investment Partners, LLC 0.28% Add +2394.7% 24,598 $7.5M
Focus Partners Wealth 0.01% Reduce -5.9% 24,356 $7.5M
Susquehanna International Group, LLP 0.01% Add +411.0% 24,066 $7.3M
Pathstone Holdings, LLC 0.03% Reduce -7.0% 23,918 $7.3M
Marshall Wace, LLP 0.01% Reduce -89.3% 23,878 $7.3M
MetLife Investment Management, LLC 0.04% Add +0.5% 23,789 $7.2M
WINTON GROUP Ltd 0.25% New 23,505 $7.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +18.1% 23,095 $7.0M
O'shaughnessy Asset Management, LLC 0.03% Add +93.3% 22,767 $6.9M
Amalgamated Bank 0.05% Add +3.3% 22,625 $6.9M
Blackstone Inc. 0.03% New 22,329 $6.8M
Horizon Investments, LLC 0.07% Reduce -26.1% 21,937 $6.7M
Aquatic Capital Management LLC 0.19% New 21,616 $6.6M
Vanguard Global Advisers, LLC 0.00% — 21,375 $6.5M
Ieq Capital, LLC 0.03% Reduce -51.0% 21,319 $6.5M
Citigroup Inc. 0.00% Add +4.3% 21,223 $6.5M
Olstein Capital Management, L.P. 1.40% Add +20.0% 21,000 $6.4M
Natixis Advisors, LLC 0.01% Reduce -0.5% 20,805 $6.3M
APG Asset Management N.V. 0.02% Reduce -2.0% 23,580 $6.2M
State of Tennessee, Department of Treasury 0.02% Add +6.7% 20,338 $6.2M
Union Bancaire Privee, UBP SA 0.09% No change 20,300 $6.2M
Treasurer of the State of North Carolina 0.02% Add +2.2% 20,194 $6.1M
Police & Firemen's Retirement System of New Jersey 0.05% Add +0.3% 20,039 $6.1M
Prana Capital Management, LP 0.19% Reduce -32.6% 19,892 $6.1M
Quadrature Capital Ltd 0.07% New 19,805 $6.0M
New Age Alpha Advisors, LLC 0.27% Reduce -3.7% 19,305 $5.9M
Klingman & Associates, LLC 0.28% Reduce -19.0% 19,041 $5.8M
Thrivent Financial for Lutherans 0.01% Reduce -35.4% 18,654 $5.7M
Mutual of America Capital Management LLC 0.06% Reduce -7.9% 18,086 $5.5M
Walleye Trading LLC 0.11% New 17,830 $5.4M
Midway Capital Research & Management 5.07% Reduce -0.2% 17,686 $5.4M
Victory Capital Management Inc. 0.00% Add +6.9% 17,342 $5.3M
Fifth Third Bancorp 0.01% Add +667.6% 17,272 $5.3M
Burney Co./ 0.16% Reduce -26.0% 16,570 $5.0M
Edgestream Partners, L.P. 0.16% Reduce -64.5% 15,756 $4.8M
State of New Jersey Common Pension Fund D 0.02% Add +5.1% 15,718 $4.8M
QRG Capital Management, Inc. 0.05% Add +56.5% 15,629 $4.8M
PEAK6 LLC 0.13% New 15,216 $4.6M
LPL Financial LLC 0.00% Add +16.0% 15,184 $4.6M
Nisa Investment Advisors, LLC 0.02% Add +10.8% 15,127 $4.6M
Cinctive Capital Management LP 0.30% New 14,903 $4.5M
Silvant Capital Management LLC 0.16% Add +1.6% 14,866 $4.5M
Teacher Retirement System of Texas 0.02% Reduce -47.6% 14,648 $4.5M
Yousif Capital Management, LLC 0.05% Reduce -4.7% 14,642 $4.5M
Hunter Associates Investment Management LLC 0.59% Reduce -4.3% 14,617 $4.4M
Teachers Retirement System of the State of Kentucky 0.03% No change 14,539 $4.4M
Squarepoint Ops LLC 0.01% Reduce -11.9% 14,514 $4.4M
Moran Wealth Management, LLC 0.13% New 14,474 $4.4M
Johnson Investment Counsel Inc. 0.03% Add +19.2% 14,134 $4.3M
Vident Advisory, LLC 0.04% Add +355.8% 13,894 $4.2M
Dana Investment Advisors, Inc. 0.12% Reduce -1.0% 13,771 $4.2M
Y-Intercept (Hong Kong) Ltd 0.08% New 13,762 $4.2M
Louisiana State Employees Retirement System 0.07% Add +4.6% 13,700 $4.2M
CWA Asset Management Group, LLC 0.14% Add +14.3% 13,669 $4.2M
Ameritas Investment Partners, Inc. 0.13% Add +0.3% 13,669 $4.2M
Handelsbanken Fonder AB 0.01% No change 13,478 $4.1M
Worldquant Millennium Advisors LLC 0.02% Reduce -46.7% 13,364 $4.1M
Tandem Capital Management Corp. 1.99% Reduce -4.1% 13,067 $4.0M
Arizona State Retirement System 0.02% Reduce -1.5% 12,971 $3.9M
Jones Financial Companies LLLP 0.00% Add +886.2% 12,968 $3.8M
Davis Selected Advisers 0.02% New 12,395 $3.8M
Vestor Capital, LLC 0.27% New 12,135 $3.7M
Vanguard Investments Australia, Ltd. 0.01% — 11,925 $3.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.1% 11,825 $3.6M
Orion Porfolio Solutions, LLC 0.03% Reduce -3.0% 11,754 $3.6M
Cwm, LLC 0.01% Reduce -38.5% 11,703 $3.6M
Ritholtz Wealth Management 0.06% Add +275.8% 11,438 $3.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -15.4% 11,437 $3.5M
State of Michigan Retirement System 0.02% Add +1.8% 11,311 $3.4M
Bank of New Hampshire 0.78% Reduce -0.8% 11,168 $3.4M
Chase Investment Counsel Corp. 0.89% Add +7.1% 11,165 $3.4M
CIBC Bancorp USA Inc. 0.00% — 11,149 $3.4M
Lazard Asset Management LLC 0.01% Add +36.3% 11,087 $3.4M
First National Bank of Omaha 0.10% Reduce -54.0% 10,928 $3.3M
Castleark Management LLC 0.11% Reduce -4.3% 10,791 $3.3M
Henshaw Capital LLC 0.12% No change 10,745 $3.3M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.1% 10,573 $3.2M
KLP Kapitalforvaltning As 0.01% No change 10,420 $3.2M
Basswood Capital Management, L.L.C. 0.16% Reduce -30.1% 10,388 $3.2M
Robeco Institutional Asset Management B.V. 0.00% Add +461.8% 10,342 $3.1M
OP Asset Management Ltd 0.03% Reduce -22.0% 10,090 $3.1M
Riverwater Partners LLC 1.00% Add +51.4% 9,842 $3.0M
Evolve Private Wealth, LLC 0.16% Add +7.4% 9,706 $3.0M
New Mexico Educational Retirement Board 0.09% No change 9,700 $3.0M
Oregon Public Employees Retirement Fund 0.04% Add +2.5% 9,661 $2.9M
Perigon Wealth Management, LLC 0.05% Reduce -17.2% 9,596 $2.9M
Vestcor Inc 0.08% Add +47.6% 9,594 $2.9M
Vanguard Personalized Indexing Management, LLC 0.03% Add +3.8% 9,529 $2.9M
Danske Bank A/S 0.01% Reduce -55.3% 9,449 $2.9M
Empowered Funds, LLC 0.02% Add +65.8% 9,417 $2.9M
SG Americas Securities, LLC 0.00% Reduce -21.6% 9,159 $2.8M
Bridgewater Associates 0.01% Reduce -8.8% 9,144 $2.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -30.8% 9,504 $2.7M
Two Sigma Investments, LP 0.00% Add +130.2% 8,699 $2.6M
NFJ Investment Group, LLC 0.10% Add +4.3% 8,684 $2.6M
NEOS Investment Management LLC 0.01% Add +36.3% 8,621 $2.6M
Xponance LLC 0.02% Add +4.5% 8,515 $2.6M
Federated Hermes, Inc. 0.00% Add +122.9% 8,462 $2.6M
WCM Investment Management, LLC 0.01% Reduce -2.6% 8,640 $2.6M
BDF-Gestion 0.33% Reduce -23.3% 8,210 $2.5M
Acadian Asset Management LLC 0.00% Add +576.2% 7,891 $2.4M
Abn Amro Investment Solutions 0.03% Reduce -35.2% 7,725 $2.4M
Vinva Investment Management Ltd 0.03% Add +222.6% 5,394 $2.3M
Pictet Asset Management Holding SA 0.00% Add +7.3% 7,670 $2.3M
Utah Retirement Systems 0.02% Reduce -1.8% 7,657 $2.3M
Cascade Investment Advisors, Inc. 1.36% Add +0.5% 7,562 $2.3M
Hedeker Wealth, LLC 0.48% Add +2.4% 7,456 $2.3M
Linden Thomas Advisory Services, LLC 0.22% Add +3.6% 7,407 $2.3M
Brevan Howard Capital Management LP 0.02% Add +13.4% 7,358 $2.2M
XTX Topco Ltd 0.04% Add +814.2% 7,222 $2.2M
Jump Financial, LLC 0.04% New 7,082 $2.2M
Captrust Financial Advisors 0.00% Reduce -32.7% 7,077 $2.2M
Bank of Montreal 0.00% Add +6.7% 7,073 $2.2M
D L Carlson Investment Group Inc. 0.37% Reduce -24.5% 7,043 $2.1M
King Luther Capital Management Corp. 0.01% New 6,882 $2.1M
Picton Mahoney Asset Management 0.02% Add +516.4% 6,750 $2.1M
Allstate Corp. 0.02% New 6,684 $2.0M
Equitable Trust Co. 0.09% Reduce -1.2% 6,535 $2.0M
NorthCoast Asset Management LLC 0.05% New 6,468 $2.0M
Ethic Inc. 0.03% Add +2.7% 6,431 $2.0M
Bridges Investment Management Inc. 0.03% Add +9.2% 6,423 $2.0M
Martingale Asset Management L P 0.05% Add +231.9% 6,020 $1.8M
Sequoia Financial Advisors, LLC 0.01% Reduce -6.8% 6,017 $1.8M
Cetera Investment Advisers 0.00% Add +46.4% 5,822 $1.8M
New York Life Investment Management LLC 0.01% Add +35.6% 5,761 $1.8M
Pacer Advisors, Inc. 0.00% Reduce -0.8% 5,604 $1.7M
CenterBook Partners LP 0.09% New 5,446 $1.7M
MML Investors Services, LLC 0.00% Add +43.5% 5,299 $1.6M
Advisors Asset Management, Inc. 0.03% Add +36.9% 5,271 $1.6M
DGS Capital Management, LLC 0.26% Add +16.1% 5,230 $1.6M
HighTower Advisors, LLC 0.00% Add +6.4% 5,042 $1.5M
Knights of Columbus Asset Advisors LLC 0.09% Reduce -67.0% 5,022 $1.5M
Stifel Financial Corp. 0.00% Add +12.3% 5,015 $1.5M
Adage Capital Partners Gp, L.L.C. 0.00% New 5,000 $1.5M
Crown Advisors Management, Inc. 1.01% Reduce -50.0% 5,000 $1.5M
Inceptionr LLC 0.36% New 4,900 $1.5M
Havemeyer Place LP 0.17% Add +61.0% 4,877 $1.5M
Hancock Whitney Corp. 0.03% Add +2.3% 4,662 $1.5M
Vestmark Advisory Solutions, Inc. 0.02% Add +21.7% 4,812 $1.5M
denkapparat Operations GmbH 0.60% Add +14.2% 4,762 $1.4M
State of Alaska, Department of Revenue 0.02% Add +0.3% 4,705 $1.4M
Perryman Financial Advisory Inc. 0.21% Reduce -35.5% 4,650 $1.4M
Callan Family Office, LLC 0.03% Add +5.1% 4,647 $1.4M
Susquehanna Portfolio Strategies, LLC 0.02% Add +2.1% 4,541 $1.4M
Harbor Capital Advisors, Inc. 0.11% Add +67.6% 4,506 $1.4M
HSBC Holdings PLC 0.00% Reduce -72.9% 4,489 $1.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -2.8% 4,430 $1.3M
Jackson Creek Investment Advisors LLC 0.39% Reduce -3.8% 4,310 $1.3M
Quadrant Capital Group LLC 0.04% Add +1.0% 4,264 $1.3M
&partners 0.01% Add +62.9% 4,041 $1.3M
Janney Montgomery Scott LLC 0.00% Add +1.9% 4,166 $1.3M
Peapack Gladstone Financial Corp. 0.02% Reduce -6.7% 4,134 $1.3M
Gateway Investment Advisers LLC 0.01% Add +42.6% 4,130 $1.3M
Clark Capital Management Group, Inc. 0.01% New 4,085 $1.2M
Swiss Life Asset Management Ltd 0.01% Add +25.5% 4,072 $1.2M
DigitalBridge Group, Inc. 0.08% Add +31.1% 4,000 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +95.4% 3,983 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -6.4% 3,967 $1.2M
Sivia Capital Partners, LLC 0.23% Add +242.2% 3,860 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -8.5% 3,846 $1.2M
Shelton Wealth Management, LLC 0.51% Add +2.8% 3,809 $1.2M
Sepio Capital, LP 0.06% Add +6.3% 3,804 $1.2M
Fragasso Financial Advisors Inc 0.07% Add +1.8% 3,733 $1.1M
Leonteq Securities AG 0.07% Add +19.5% 3,757 $1.1M
Meeder Asset Management Inc. 0.06% Reduce -82.1% 3,659 $1.1M
Vista Investment Management 0.37% Add +3.3% 3,651 $1.1M
First Citizens Bank & Trust Co. 0.02% Reduce -4.3% 3,636 $1.1M
Convergence Investment Partners, LLC 0.18% New 3,594 $1.1M
Prospera Financial Services Inc 0.02% New 3,542 $1.1M
Securian Asset Management, Inc. 0.04% Add +2.9% 3,540 $1.1M
Integrated Quantitative Investments LLC 0.19% New 3,505 $1.1M
Lido Advisors, LLC 0.00% Reduce -4.3% 3,430 $1.0M
Rathbones Group PLC 0.00% Reduce -62.7% 3,378 $1.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -12.9% 3,310 $1.0M
Hunter Perkins Capital Management, LLC 0.24% Add +47.4% 3,310 $1.0M
PNC Financial Services Group, Inc. 0.00% Add +4.7% 3,256 $991K
Atria Investments, Inc 0.01% Add +0.7% 3,212 $977K
Verdad Advisers, LP 1.08% Add +358.4% 3,163 $963K
Greenland Capital Management LP 0.22% New 3,100 $943K
Tower Research Capital LLC (TRC) 0.02% Reduce -10.8% 3,063 $932K
Abacus Planning Group, Inc. 0.12% Reduce -1.1% 3,040 $925K
First National Advisers, LLC 0.13% Reduce -43.5% 3,014 $917K
Jacobs Levy Equity Management, Inc. 0.00% New 2,981 $907K
Basepoint Wealth LLC 0.52% Reduce -24.6% 2,969 $904K
Westpac Banking Corp. 0.06% New 2,942 $895K
Impact Partnership Wealth, LLC 0.11% Add +16.8% 2,904 $884K
Curi Capital, LLC 0.02% Reduce -3.3% 2,880 $876K
Mirabella Financial Services LLP 0.09% Add +3.0% 2,869 $873K
Confluence Wealth Services, Inc. 0.03% No change 2,806 $854K
Tributary Capital Management, LLC 0.08% Reduce -5.0% 2,767 $842K
Campbell & CO Investment Adviser LLC 0.05% Reduce -4.4% 2,765 $841K
Focus Partners Advisor Solutions, LLC 0.01% Add +236.2% 2,730 $831K
DekaBank Deutsche Girozentrale 0.00% No change 2,712 $830K
Integrated Wealth Concepts LLC 0.01% Add +3.0% 2,702 $822K
Oppenheimer & Co. Inc. 0.01% New 2,682 $816K
DoubleLine ETF Adviser LP 0.31% Reduce -16.8% 2,671 $813K
M&T Bank Corp 0.00% Reduce -0.8% 2,591 $788K
US Bancorp \de 0.00% Reduce -0.8% 2,576 $784K
Quantbot Technologies LP 0.03% Add +258.0% 2,560 $779K
Diversify Wealth Management, LLC 0.01% Add +39.1% 2,251 $762K
DRW Securities, LLC 0.04% New 2,451 $746K
Brooklyn Investment Group 0.02% Add +71.4% 2,405 $732K
DNB Asset Management AS 0.00% Add +242.6% 2,395 $729K
Brighton Jones LLC 0.02% New 2,379 $724K
Maryland State Retirement & Pension System 0.01% No change 2,352 $716K
Nicholas Hoffman & Company, LLC. 0.02% No change 2,270 $691K
Evelyn Partners Investment Management Services Ltd 0.08% Reduce -1.6% 2,215 $674K
Abacus Wealth Partners, LLC 0.06% Add +0.4% 2,196 $668K
Loomis Sayles & Co. L P 0.00% Reduce -0.6% 2,185 $665K
Azzad Asset Management Inc. 0.07% Add +30.3% 2,178 $663K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.5% 2,175 $662K
Merit Financial Group, LLC 0.00% Reduce -42.9% 2,170 $660K
Chicago Partners Investment Group LLC 0.01% Reduce -19.6% 1,879 $660K
CWC Advisors, LLC. 0.31% Reduce -2.9% 2,144 $652K
First Bank & Trust 0.10% Reduce -5.7% 2,103 $640K
Ossiam 0.01% New 2,096 $638K
Childress Capital Advisors, LLC 0.11% Add +30.0% 2,070 $630K
Parallel Advisors, LLC 0.01% Reduce -7.4% 2,065 $628K
Greenleaf Trust 0.01% Add +23.8% 2,065 $628K
Compound Planning, Inc. 0.02% Add +2.8% 2,064 $628K
TD Private Client Wealth LLC 0.01% Add +29.0% 1,952 $594K
Summit Trail Advisors, LLC 0.01% Add +123.7% 1,935 $589K
Aviva PLC 0.00% Add +5.5% 1,921 $585K
Resonant Capital Advisors, LLC 0.03% Add +99.4% 1,906 $580K
Hantz Financial Services, Inc. 0.01% Add +35.5% 1,906 $580K
ProShare Advisors LLC 0.00% Add +0.1% 1,893 $576K
Delphi Management Inc. 0.68% New 1,875 $571K
Savant Capital, LLC 0.00% Add +75.3% 1,860 $566K
NewEdge Wealth, LLC 0.01% Add +12.1% 1,848 $562K
Rwa Wealth Partners, LLC 0.01% Add +3.6% 1,846 $562K
VestGen Advisors, LLC 0.02% Add +0.3% 1,779 $562K
Mount Lucas Management LP 0.20% New 1,813 $552K
Cygnus Capital Advisors, LLC 0.37% New 1,800 $548K
3Chopt Investment Partners, LLC 0.12% Add +5.0% 1,776 $540K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -1.7% 1,771 $539K
Gsa Capital Partners LLP 0.03% New 1,768 $538K
Fifth Third Wealth Advisors LLC 0.02% Add +11.5% 1,762 $536K
Avior Wealth Management, LLC 0.02% New 1,749 $532K
Coldstream Capital Management Inc. 0.01% Add +18.0% 1,737 $529K
Bayview Asset Management, LLC 0.44% New 1,733 $527K
Bessemer Group Inc. 0.00% Reduce -66.7% 1,722 $525K
Nicholas Investment Partners, LP 0.04% Add +6.6% 1,702 $518K
Beacon Pointe Advisors, LLC 0.00% New 1,687 $513K
Seeds Investor LLC 0.07% Add +2.9% 1,562 $512K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -11.7% 1,667 $507K
Groupe la Francaise 0.01% Reduce -4.1% 1,663 $506K
JMN Financial LLC 0.48% Add +28.3% 1,618 $492K
TD Waterhouse Canada Inc. 0.00% New 1,591 $486K
Baird Financial Group, Inc. 0.00% Add +0.9% 1,595 $485K
AlphaGrep UK Ltd 0.14% Add +140.9% 1,585 $482K
Great Lakes Advisors, LLC 0.00% Reduce -1.4% 1,574 $479K
Park Avenue Securities LLC 0.00% Add +5.4% 1,570 $478K
Scott & Selber, Inc. 0.12% No change 1,570 $478K
Procyon Advisors, LLC 0.02% Add +3.6% 1,554 $473K
Sapient Capital LLC 0.01% Reduce -49.3% 1,552 $472K
GAMMA Investing LLC 0.02% Add +6.3% 1,532 $466K
Sowell Financial Services LLC 0.02% Reduce -0.3% 1,530 $466K
Shelton Capital Management 0.01% Reduce -4.7% 1,528 $465K
Polymer Capital Management (US) LLC 0.07% Add +30.9% 1,521 $463K
Steward Partners Investment Advisory, LLC 0.00% Add +11.2% 1,514 $461K
Exchange Traded Concepts, LLC 0.00% Add +11.7% 1,496 $455K
Praxis Investment Management Inc. 0.03% Add +23.3% 1,492 $454K
Granite Investment Partners, LLC 0.03% Add +12.6% 1,489 $453K
CIBC Asset Management Inc 0.00% No change 1,480 $450K
Legacy Capital Wealth Partners, LLC 0.09% Reduce -2.2% 1,439 $438K
Pinebridge Investments LLC 0.00% New 1,438 $438K
Trajan Wealth LLC 0.02% Reduce -0.5% 1,423 $433K
Signaturefd, LLC 0.01% Add +2.6% 1,397 $425K
HB Wealth Management, LLC 0.00% Reduce -12.3% 1,382 $421K
North Dakota State Investment Board 0.02% Reduce -16.9% 1,379 $420K
Trust Point Inc. 0.04% Reduce -9.2% 1,375 $418K
Sagewood Asset Management LP 0.13% Add +48.9% 1,337 $407K
IMC-Chicago, LLC 0.01% New 1,333 $406K
Mackenzie Financial Corp. 0.00% Reduce -0.4% 1,332 $405K
Brown Advisory Inc. 0.00% Add +30.6% 1,331 $405K
MAI Capital Management 0.00% Add +213.4% 1,329 $404K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +1.9% 1,316 $400K
Family Manage LLC 0.05% Reduce -93.3% 1,296 $394K
United Capital Financial Advisors, LLC 0.00% Reduce -10.3% 1,293 $393K
Sterling Capital Management LLC 0.01% Reduce -41.3% 1,254 $382K
Richwood Investment Advisors, LLC 0.29% No change 1,245 $379K
Private Client Services, LLC 0.11% New 1,242 $378K
Krilogy Financial LLC 0.01% Reduce -47.9% 1,125 $376K
Beacon Financial Group 0.04% No change 1,216 $370K
Fieldview Capital Management, LLC 0.11% New 1,214 $369K
Citizens Financial Group Inc. 0.00% Add +54.4% 1,161 $353K
Stephens Inc. 0.00% Reduce -3.7% 1,158 $352K
Farther Finance Advisors, LLC 0.00% Reduce -25.1% 1,146 $350K
Centersquare Investment Management LLC 0.00% Add +0.9% 1,130 $344K
Evergreen Capital Management LLC 0.01% Reduce -24.0% 1,126 $343K
Advisortrust Partners, LLC 0.14% Add +9.3% 1,123 $342K
Employees Retirement System of Texas 0.00% New 1,121 $341K
Globeflex Capital L P 0.05% No change 1,117 $340K
Florida Trust Wealth Management Co 0.01% No change 1,108 $337K
DAVENPORT & Co LLC 0.00% New 1,107 $337K
Commonwealth Equity Services, LLC 0.00% Reduce -3.2% 1,104 $336K
Nemes Rush Group LLC 0.03% No change 1,102 $335K
Camelot Portfolios, LLC 0.25% Reduce -2.0% 1,100 $335K
Principal Securities, Inc. 0.00% New 1,094 $333K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +0.6% 1,089 $331K
Harbour Capital Advisors, LLC 0.06% Reduce -1.6% 925 $325K
Centiva Capital, LP 0.02% New 1,061 $323K
Caprock Group, LLC 0.01% New 1,053 $320K
CSS LLC 0.05% Add +58.9% 1,052 $320K
PFG Investments, LLC 0.01% Add +31.2% 1,051 $320K
Affinity Investment Advisors, LLC 0.20% No change 1,034 $315K
Integrated Advisors Network LLC 0.02% Reduce -64.2% 1,026 $312K
Intrust Bank NA 0.03% Add +2.3% 1,022 $311K
Harbor Advisors LLC 0.04% No change 1,000 $304K
EverSource Wealth Advisors, LLC 0.01% Reduce -6.2% 990 $301K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -6.5% 969 $295K
Legato Capital Management LLC 0.03% New 967 $294K
Ballentine Partners, LLC 0.00% Add +0.1% 952 $290K
Pinnacle Associates Ltd. 0.00% Reduce -17.5% 941 $286K
Vise Technologies, Inc. 0.01% No change 848 $285K
Frontier Capital Management Co. LLC 0.00% Add +14.2% 933 $284K
Catalyst Financial Partners LLC 0.03% New 921 $280K
Cordatus Wealth Management LLC 0.07% New 909 $277K
Meeder Advisory Services, Inc. 0.01% Add +41.3% 903 $275K
Wealthspire Advisors, LLC 0.00% Reduce -17.1% 898 $273K
Portside Wealth Group, LLC 0.04% Add +8.1% 890 $271K
Norden Group LLC 0.03% Reduce -2.0% 887 $270K
Cadent Capital Advisors, LLC 0.07% No change 882 $268K
Diversified Trust Co. 0.00% New 873 $266K
Aprio Wealth Management, LLC 0.01% Add +25.4% 863 $263K
Net Worth Advisory Group 0.05% Reduce -12.6% 863 $262K
Sage Rhino Capital LLC 0.05% Add +8.8% 862 $262K
Profund Advisors LLC 0.01% Reduce -10.4% 858 $261K
Leelyn Smith, LLC 0.04% No change 849 $258K
Occidental Asset Management, LLC 0.03% New 846 $257K
Argent Trust Co 0.01% Add +4.9% 837 $255K
Smallwood Wealth Investment Management, LLC 0.13% No change 816 $248K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -17.2% 808 $246K
Bridgefront Capital, LLC 0.06% New 805 $245K
Pine Haven Investment Counsel, Inc 0.18% Reduce -9.6% 804 $245K
Ameritas Advisory Services, LLC 0.01% New 803 $244K
Levin Capital Strategies, L.P. 0.02% New 800 $243K
NorthCrest Asset Manangement, LLC 0.01% Reduce -67.3% 789 $241K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -0.1% 780 $237K
Aaron Wealth Advisors LLC 0.01% Add +9.5% 771 $235K
Nomura Asset Management Co. Ltd. 0.00% Add +14.5% 752 $229K
Astoria Portfolio Advisors LLC. 0.05% Add +0.3% 662 $226K
Plato Investment Management Ltd 0.01% No change 729 $222K
AlphaCore Capital LLC 0.01% Reduce -38.2% 727 $221K
First Affirmative Financial Network 0.08% — 719 $219K
Journey Strategic Wealth LLC 0.01% Add +16.4% 717 $218K
Allworth Financial LP 0.00% Reduce -20.9% 715 $218K
Nilsine Partners, LLC 0.02% No change 630 $215K
Pinnacle Wealth Management Advisory Group, LLC 0.01% Reduce -23.5% 706 $215K
Commerce Bank 0.00% Reduce -54.0% 701 $213K
GW Henssler & Associates Ltd. 0.01% No change 700 $213K
OneDigital Investment Advisors LLC 0.00% Reduce -36.8% 696 $212K
EP Wealth Advisors, LLC 0.00% Reduce -14.3% 695 $212K
Natural Investments, LLC 0.05% Reduce -6.2% 687 $209K
Cooper/Haims Advisors, LLC 0.10% No change 685 $208K
Optas, LLC 0.03% New 684 $208K
Cambria Investment Management, L.P. 0.01% Reduce -31.8% 679 $207K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% No change 672 $205K
Rafferty Asset Management, LLC 0.00% Reduce -16.1% 665 $202K
IFP Advisors, Inc 0.00% Add +107.0% 648 $197K
Atlas Capital Advisors Inc. 0.02% Add +3.0% 582 $177K
UMB Bank, n.a. 0.00% Add +7.8% 528 $161K
Caitlin John, LLC 0.09% Reduce -38.2% 512 $156K
Steigerwald, Gordon & Koch Inc. 0.02% No change 504 $153K
Versant Capital Management, Inc 0.01% Add +15.1% 419 $128K
Arax Advisory Partners 0.00% Add +11.2% 398 $123K
Transamerica Financial Advisors, LLC 0.01% Add +78.1% 383 $117K
Blue Trust, Inc. 0.00% Reduce -16.7% 379 $115K
Lanark Financial, Inc. 0.01% Reduce -3.1% 347 $106K
Basecamp Wealth Advisors LLC 0.02% Reduce -1.1% 343 $104K
V-Square Quantitative Management LLC 0.01% Add +59.5% 327 $100K
Team Financial Group, LLC 0.04% No change 322 $98K
Brown Brothers Harriman & Co. 0.00% Reduce -27.3% 322 $98K
Innovative Asset Advisors Group, LLC 0.05% — 308 $94K
AlphaCentric Advisors LLC 0.09% New 286 $87K
Smartleaf Asset Management LLC 0.00% Add +1.8% 288 $86K
Assetmark, Inc. 0.00% Add +26.8% 279 $85K
Capital Analysts, LLC 0.00% No change 274 $83K
Bayforest Capital Ltd 0.09% Add +65.0% 269 $82K
CX Institutional 0.00% New 255 $78K
Capital Advisors, Ltd. LLC 0.01% No change 253 $77K
Bruce G. Allen Investments, LLC 0.05% Add +60.3% 250 $76K
MCF Advisors LLC 0.00% New 250 $76K
Rothschild Investment LLC 0.00% Reduce -42.2% 240 $73K
Operose Advisors LLC 0.02% Add +5.3% 238 $72K
Brown, Lisle/Cummings, Inc. 0.02% No change 225 $68K
Covestor Ltd 0.05% Reduce -54.2% 221 $68K
Root Financial Partners, LLC 0.00% Add +27.4% 223 $68K
Huntington National Bank 0.00% Add +4.5% 210 $64K
Godfrey Financial Associates, Inc. 0.05% Add +1.5% 201 $61K
Deseret Mutual Benefit Administrators 0.02% Add +68.9% 201 $61K
Essential Partners LLC 0.02% Reduce -66.4% 193 $59K
North Star Investment Management Corp. 0.00% Add +2.7% 192 $58K
Quent Capital, LLC 0.00% Add +6.7% 191 $58K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.6% 188 $57K
LRI Investments, LLC 0.00% No change 176 $54K
TrinityBridge Ltd 0.00% No change 170 $52K
Parkside Financial Bank & Trust 0.00% Add +14.3% 168 $51K
Whittier Trust Co. 0.00% Reduce -24.9% 163 $50K
Manchester Capital Management LLC 0.01% Reduce -4.1% 164 $50K
Owl Creek Wealth Partners LLC 0.02% — 149 $45K
Hilton Head Capital Partners, LLC 0.03% Add +40.4% 146 $44K
First Horizon Corp. 0.00% Reduce -32.5% 139 $42K
CENTRAL TRUST Co 0.00% No change 136 $41K
NewEdge Advisors, LLC 0.00% Reduce -88.3% 131 $40K
Advisory Services Network, LLC 0.00% Reduce -89.3% 122 $37K
Johnson Financial Group, Inc. 0.00% Reduce -67.0% 109 $33K
Chilton Capital Management LLC 0.00% Reduce -24.8% 100 $30K
Tsfg, LLC 0.00% No change 94 $29K
DT Investment Partners, LLC 0.00% No change 87 $26K
Sunbelt Securities, Inc. 0.00% Reduce -3.3% 87 $26K
Rossby Financial, LCC 0.01% Add +30.3% 86 $26K
Washington Trust Advisors, Inc. 0.00% Reduce -6.5% 86 $26K
International Assets Investment Management, LLC 0.00% Reduce -3.5% 84 $26K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 84 $26K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -91.9% 101 $25K
CVA Family Office, LLC 0.00% Add +1266.7% 82 $25K
Twin Peaks Wealth Advisors, LLC 0.01% New 81 $25K
SJS Investment Consulting Inc. 0.00% Reduce -9.2% 79 $24K
Westside Investment Management, Inc. 0.00% No change 78 $24K
Activest Wealth Management 0.00% Reduce -23.1% 70 $21K
JFS Wealth Advisors, LLC 0.00% Add +4.9% 64 $19K
Matrix Trust Co 0.00% Add +8.9% 61 $19K
Bartlett & Co. Wealth Management LLC 0.00% No change 60 $19K
Keating Financial Advisory Services, Inc. 0.00% Add +3.3% 62 $19K
Destiny Wealth Partners, LLC 0.00% New 60 $18K
Freestone Grove Partners LP 0.00% New 60 $18K
Intentional Wealth Strategies, LLC 0.02% — 55 $17K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 50 $15K
Private Trust Co. NA 0.00% No change 50 $15K
Mather Group, Llc. 0.00% New 49 $15K
Sapience Investments, LLC 1.77% Reduce -97.7% 45 $14K
Farmers & Merchants Investments Inc. 0.00% No change 42 $13K
Sachetta, LLC 0.01% Add +60.0% 40 $12K
Zions Bancorporation, National Association 0.00% Add +300.0% 40 $12K
GW&K Investment Management, LLC 0.00% No change 39 $12K
Salomon & Ludwin, LLC 0.00% Add +3800.0% 39 $12K
JPL Wealth Management, LLC 0.00% New 39 $12K
Fortitude Family Office, LLC 0.00% No change 39 $12K
Clearstead Trust, LLC 0.00% Reduce -9.5% 38 $12K
Frazier Financial Advisors, LLC 0.01% No change 36 $11K
WealthCollab, LLC 0.00% Add +38.5% 36 $11K
Bare Financial Services, Inc 0.00% Add +13.3% 34 $10K
True Wealth Design, LLC 0.00% Reduce -75.2% 33 $10K
Triumph Capital Management 0.00% No change 33 $10K
Clearstead Advisors, LLC 0.00% Reduce -96.3% 33 $10K
Manning & Napier Advisors LLC 0.00% Add +82.3% 31 $9K
Private Wealth Management Group, LLC 0.00% No change 30 $9K
Highline Wealth Partners LLC 0.00% New 28 $9K
Bell Investment Advisors, Inc 0.00% Reduce -33.3% 28 $9K
Marquette Asset Management, LLC 0.00% Reduce -6.9% 27 $8K
Larson Financial Group LLC 0.00% Add +2600.0% 27 $8K
Brookfield Corp 0.00% New 27 $8K
Bullock Wealth Management Group 0.00% New 25 $8K
Retirement Wealth Solutions LLC 0.00% Reduce -7.4% 25 $8K
TD Capital Management LLC 0.00% No change 24 $7K
Whittier Trust Co. of Nevada Inc. 0.00% Add +76.9% 23 $7K
Richardson Capital Management LLC 0.00% Add +633.3% 22 $7K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +29.4% 22 $7K
Physician Wealth Advisors, Inc. 0.00% Add +50.0% 21 $6K
Grove Bank & Trust 0.00% No change 20 $6K
Dogwood Wealth Management LLC 0.00% Add +18.8% 19 $6K
United Financial Planning Group LLC 0.00% New 18 $5K
Medallion Wealth Advisors, LLC 0.00% No change 18 $5K
High Note Wealth, LLC 0.00% No change 18 $5K
Kemnay Advisory Services Inc. 0.00% New 18 $5K
True Link Financial Advisors, LLC 0.00% New 18 $5K
Heritage Wealth Advisors 0.00% New 18 $5K
Harbour Investments, Inc. 0.00% No change 18 $5K
Rialto Wealth Management, LLC 0.00% Add +60.0% 16 $5K
IMA Advisory Services, Inc. 0.00% Reduce -5.9% 16 $5K
Wealth Preservation Advisors, LLC 0.00% New 14 $4K
First Eagle Investment Management, LLC 0.00% Add +16.7% 14 $4K
Boreal Capital Management LLC 0.00% No change 12 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $4K
Cedar Mountain Advisors, LLC 0.00% New 11 $3K
SouthState Bank Corp 0.00% Reduce -58.3% 10 $3K
HM Payson & Co. 0.00% No change 10 $3K
Spire Wealth Management 0.00% Reduce -63.0% 10 $3K
Dunhill Financial, LLC 0.00% Add +350.0% 9 $3K
WPG Advisers, LLC 0.00% No change 9 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +28.6% 9 $3K
Cornerstone Financial Management LLC 0.00% Add +33.3% 8 $2K
Cromwell Holdings LLC 0.00% Add +100.0% 8 $2K
Hughes Financial Services, LLC 0.00% Add +100.0% 8 $2K
SHP Wealth Management 0.00% Add +33.3% 8 $2K
SBI Securities Co., Ltd. 0.00% No change 8 $2K
Jefferies Financial Group Inc. 0.00% Reduce -99.3% 8 $2K
IFM Investors Pty Ltd 0.00% New 7 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 8 $2K
Cornerstone Planning Group LLC 0.00% Add +50.0% 6 $2K
Ares Financial Consulting, LLC 0.00% No change 6 $2K
Signature Equity Partners, LLC 0.00% Reduce -45.5% 6 $2K
RMG Wealth Management LLC 0.00% New 5 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -37.5% 5 $2K
Whipplewood Advisors, LLC 0.00% New 5 $2K
HFM Investment Advisors, LLC 0.00% No change 5 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 4 $1K
Prestige Wealth Management Group LLC 0.00% New 4 $1K
TFC Financial Management, Inc. 0.00% No change 4 $1K
Avion Wealth 0.00% Reduce -33.3% 4 $1K
Richardson Financial Services Inc. 0.00% New 3 $913
Vermillion Wealth Management, Inc. 0.00% New 3 $913
Financial Management Professionals, Inc. 0.00% No change 3 $913
Raffa Wealth Management, LLC 0.00% Add +50.0% 3 $913
Bogart Wealth, LLC 0.00% Add +50.0% 3 $913
American Capital Advisory, LLC 0.00% No change 2 $609
Curio Wealth, LLC 0.00% New 2 $609
Addison Advisors LLC 0.00% New 2 $609
AdvisorNet Financial, Inc 0.00% New 2 $609
Quaker Wealth Management, LLC 0.00% No change 1 $305
GHP Investment Advisors, Inc. 0.00% New 1 $305
Portus Wealth Advisors, LLC 0.00% New 1 $304
Principia Wealth Advisory, LLC 0.00% New 1 $304
Signature Resources Capital Management, LLC 0.00% Reduce -66.7% 1 $304
Creative Financial Designs Inc. 0.00% No change 1 $304
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $304
CoreCap Advisors, LLC 0.00% New 1 $304

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