KKR & Co.KKR

13F holders, Q2 2024 (June 30)
1,067holders +35
127new positions
90sold out
18famous investors
$105.23avg. 13F price*

At the end of Q2 2024, 1,067 institutions reported holding KKR & Co. Inc. (KKR) in their 13F filings, up 35 from Q1 2024. 127 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($5.8B), BlackRock Inc. ($4.6B) and Capital International Investors ($4.4B). 18 famous investors held it, including Chuck Akre (12.7% of Akre Capital Management's portfolio), Stephen Mandel (5.5% of Lone Pine Capital's portfolio) and Mason Morfit (3.6% of ValueAct Capital's portfolio).

Company
KKR & Co. Inc.
Sector
Finance
CUSIP
48251W104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions127$578.4M
Exits90$1.0B

All 13F filers, Q1 2024 → Q2 2024: 88,160,910 shares bought and 56,803,222 shares sold, net +31,357,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,067 holders

Vanguard Group Inc. 0.11% Add +32.6% 55,397,145 $5.8B
BlackRock Inc. 0.10% Add +10.7% 43,387,518 $4.6B
Capital International Investors 0.91% Reduce -1.9% 41,809,177 $4.4B
State Street Corp. 0.12% Add +93.9% 26,222,076 $2.8B
Wellington Management Group LLP 0.44% Add +6.0% 23,372,680 $2.5B
Principal Financial Group Inc. 1.36% Reduce -3.9% 21,775,668 $2.3B
Capital World Investors 0.32% Add +11.7% 18,594,773 $2.0B
JPMorgan Chase & Co. 0.16% Add +34.9% 17,385,779 $1.8B
Massachusetts Financial Services Co. 0.54% Add +6.3% 16,684,133 $1.8B
Akre Capital Management 12.68% Reduce -8.0% 13,689,816 $1.4B
Geode Capital Management, LLC 0.12% Add +32.4% 13,234,015 $1.4B
Invesco Ltd. 0.29% Reduce -1.3% 12,840,027 $1.4B
FMR LLC 0.07% Add +10.1% 11,085,702 $1.2B
Brown Advisory Inc. 1.50% Add +19.6% 10,904,539 $1.1B
Bank of America Corp. 0.09% Add +1.9% 9,179,469 $966.0M
First Manhattan Co. Llc. 3.08% Reduce -0.1% 9,114,337 $959.2M
Norges Bank 0.13% Reduce -0.4% 8,360,104 $879.8M
Manufacturers Life Insurance Company, The 0.81% Reduce -20.1% 8,211,485 $864.2M
T. Rowe Price Investment Management, Inc. 0.50% Reduce -43.2% 7,585,782 $798.3M
Lone Pine Capital 5.45% Reduce -8.7% 6,385,506 $672.0M
Morgan Stanley 0.05% Add +49.0% 5,907,236 $621.7M
Northern Trust Corp. 0.10% Add +46.9% 5,409,376 $569.3M
Winslow Capital Management, LLC 1.93% Add +24.8% 5,080,879 $534.7M
Legal & General Group Plc 0.15% Add +2.9% 4,945,120 $520.4M
Bank of New York Mellon Corp 0.08% Add +64.7% 4,036,821 $424.8M
Charles Schwab Investment Management Inc. 0.07% Add +62.7% 3,626,259 $381.6M
Van Lanschot Kempen Investment Management N.V. 4.26% Add +3.7% 3,614,991 $380.4M
Capital Research Global Investors 0.08% Add +2257.3% 3,581,598 $376.9M
Jane Street Group, LLC 0.39% Add +22.1% 3,389,817 $356.7M
Canada Pension Plan Investment Board 0.33% Add +198.6% 3,207,368 $337.5M
T. Rowe Price Associates Inc. 0.04% Add +110.3% 2,988,357 $314.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +55.9% 2,981,685 $313.8M
Vulcan Value Partners, LLC 4.66% Reduce -45.6% 2,924,461 $307.7M
Nuveen Asset Management, LLC 0.09% Add +11.0% 2,803,052 $295.0M
Goldman Sachs Group Inc. 0.06% Add +12.5% 2,692,370 $283.3M
Amundi 0.10% Add +55.3% 2,430,558 $257.8M
Deutsche Bank AG 0.11% Add +100.4% 2,262,715 $238.1M
Wells Fargo & Company 0.06% Add +6.4% 2,185,662 $230.0M
CI Investments Inc. 0.80% Reduce -12.4% 1,934,226 $203.6M
Barclays PLC 0.09% Add +140.1% 1,891,623 $199.1M
Macquarie Group Ltd. 0.22% Reduce -2.4% 1,818,763 $191.4M
Bessemer Group Inc. 0.30% Add +4371.9% 1,630,247 $171.6M
Dimensional Fund Advisors LP 0.04% Add +30.6% 1,553,317 $163.5M
Royal Bank of Canada 0.04% Add +21.3% 1,484,804 $156.3M
APG Asset Management N.V. 0.28% New 1,573,085 $154.5M
Bank of Montreal 0.05% Add +17.6% 1,422,786 $152.9M
Markel Group 1.50% No change 1,451,800 $152.8M
Clearbridge Investments, LLC 0.12% Reduce -2.8% 1,402,916 $147.6M
UBS Group AG 0.04% Add +71.2% 1,392,804 $146.6M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -0.4% 1,361,129 $143.2M
PointState Capital LP 4.10% Add +236.2% 1,354,151 $142.5M
ValueAct Capital 3.57% Reduce -36.6% 1,207,208 $127.0M
California Public Employees Retirement System 0.09% Add +1.0% 1,188,055 $125.0M
HSBC Holdings PLC 0.08% Add +315.6% 1,179,728 $124.6M
Harris Associates (Oakmark Funds) 0.21% Reduce -89.0% 1,179,942 $124.2M
Holocene Advisors, LP 0.52% Reduce -45.4% 1,176,859 $123.9M
Hudson Way Capital Management LLC 16.68% Add +8.1% 1,148,379 $120.9M
Envestnet Asset Management Inc. 0.04% Add +7.0% 1,136,627 $119.6M
Sei Investments Co. 0.16% Add +6.2% 1,101,907 $116.0M
Gabelli Funds LLC 0.88% Add +28.7% 1,089,209 $114.6M
Rhumbline Advisers 0.11% Add +38.3% 1,087,503 $114.4M
Korea Investment CORP 0.29% Add +25.9% 1,077,234 $113.4M
Ameriprise Financial Inc. 0.03% Reduce -20.1% 1,037,668 $109.2M
Franklin Resources Inc. 0.03% Reduce -11.9% 995,873 $104.8M
California State Teachers Retirement System 0.13% Add +10.2% 992,410 $104.4M
Prudential Financial Inc. 0.15% Add +764.6% 969,799 $102.1M
Raymond James & Associates 0.07% Reduce -32.4% 962,029 $101.2M
National Pension Service 0.12% Add +4.2% 954,698 $100.5M
Ensign Peak Advisors, Inc 0.18% Add +317.0% 926,208 $97.5M
Lord, Abbett & Co. LLC 0.30% Reduce -13.4% 872,830 $91.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +178.1% 863,318 $90.9M
Frontier Capital Management Co. LLC 0.89% Reduce -5.7% 854,979 $90.0M
Citadel Advisors 0.09% Reduce -60.1% 853,727 $89.8M
Alyeska Investment Group, L.P. 0.51% Add +4.0% 831,510 $87.5M
New York State Common Retirement Fund 0.11% Add +96.2% 829,554 $87.3M
Citigroup Inc. 0.08% Add +201.0% 819,972 $86.3M
Adage Capital Partners Gp, L.L.C. 0.15% Add +1486.8% 793,400 $83.5M
Zurich Insurance Group Ltd 0.70% Reduce -11.7% 771,025 $81.1M
Enstar Group LTD 20.69% Reduce -6.2% 686,908 $72.3M
Junto Capital Management LP 1.57% Add +33.1% 676,456 $71.2M
Alliancebernstein L.P. 0.02% Add +128.6% 659,432 $69.4M
BNP Paribas Financial Markets 0.08% Add +184.0% 657,144 $69.2M
State Board of Administration of Florida Retirement System 0.13% Add +2.9% 619,425 $65.2M
Partners Group Holding AG 4.89% Add +14.4% 617,079 $64.9M
Mariner, LLC 0.12% Reduce -4.8% 577,275 $60.8M
Viking Global Investors 0.22% Reduce -49.1% 545,092 $57.4M
LGT Capital Partners LTD. 1.95% Reduce -7.2% 542,500 $57.1M
National Philanthropic Trust 1.06% No change 527,897 $55.6M
CANADA LIFE ASSURANCE Co 0.10% Add +31.7% 523,721 $55.2M
Natixis Advisors, LLC 0.11% Reduce -2.9% 499,872 $52.6M
TD Asset Management Inc 0.05% Reduce -32.8% 493,963 $52.0M
National Bank of Canada 0.08% Add +99.9% 486,364 $50.8M
Meitav Investment House Ltd. 0.90% Reduce -0.3% 480,276 $50.5M
New York State Teachers Retirement System 0.11% New 474,303 $49.9M
STRS Ohio 0.19% Reduce -52.0% 447,164 $47.1M
Border to Coast Pensions Partnership Ltd 1.11% Reduce -0.7% 445,000 $46.8M
Private Capital Management, LLC 5.17% Reduce -15.4% 414,597 $43.6M
Atalanta Sosnoff Capital, LLC 0.97% New 408,537 $43.0M
State of Wisconsin Investment Board 0.11% Add +31.5% 403,153 $42.4M
LPL Financial LLC 0.02% Add +11.8% 395,738 $41.6M
GAMCO Investors 0.45% Add +11.2% 395,276 $41.6M
Chevy Chase Trust Holdings, LLC 0.12% Add +14480.9% 365,835 $38.5M
Focus Partners Wealth 0.13% Add +0.8% 365,037 $38.4M
Blacksheep Fund Management Ltd 29.22% Reduce -26.5% 361,144 $38.0M
Sapient Capital LLC 0.78% Add +0.9% 355,582 $37.4M
Governors Lane LP 5.92% Reduce -2.4% 353,700 $37.2M
Samlyn Capital, LLC 0.60% New 329,533 $34.7M
Neuberger Berman Group LLC 0.03% Reduce -45.5% 324,232 $34.1M
Ariel Investments 0.37% Reduce -32.2% 321,348 $33.8M
Greenhaven Road Investment Management, L.P. 16.42% Reduce -9.8% 320,700 $33.8M
First Trust Advisors LP 0.03% Add +100.8% 320,349 $33.7M
Susquehanna International Group, LLP 0.06% Reduce -52.3% 320,200 $33.7M
Capital International, Inc. 0.44% Add +0.0% 317,470 $33.4M
Storebrand Asset Management As 0.11% Reduce -8.7% 305,765 $32.2M
Bollard Group LLC 0.90% Add +0.1% 303,073 $31.9M
Public Employees Retirement System of Ohio 0.12% Add +19.2% 302,809 $31.9M
DE Burlo Group Inc. 4.26% Add +58.5% 301,500 $31.7M
Rockefeller Capital Management L.P. 0.09% Reduce -0.6% 301,049 $31.7M
Stifel Financial Corp. 0.04% Reduce -7.3% 299,768 $31.5M
Robeco Institutional Asset Management B.V. 0.07% Reduce -38.3% 295,910 $31.1M
Treasurer of the State of North Carolina 0.13% Reduce -1.1% 293,211 $30.9M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -0.3% 291,046 $30.6M
Toronto Dominion Bank 0.05% Add +412.1% 283,105 $29.8M
Federated Hermes, Inc. 0.07% Add +14.0% 278,309 $29.3M
United Capital Financial Advisors, LLC 0.25% Reduce -20.0% 272,767 $28.7M
Pictet Asset Management Holding SA 0.03% Add +30.7% 270,744 $28.5M
Millennium Management 0.02% Reduce -97.1% 264,154 $27.8M
Royal London Asset Management Ltd. 0.07% Add +2.6% 260,707 $27.4M
Adell Harriman & Carpenter Inc. 2.11% Add +15.1% 259,492 $27.3M
XN LP 1.30% No change 258,936 $27.3M
Bahl & Gaynor LLC 0.15% Add +12307.7% 248,154 $26.1M
Handelsbanken Fonder AB 0.11% Add +14.9% 247,358 $26.0M
Global Frontier Investments LLC 7.57% No change 241,000 $25.4M
Asset Management One Co., Ltd. 0.10% Add +9.9% 239,422 $25.2M
Worldquant Millennium Advisors LLC 0.23% Add +102.2% 238,613 $25.1M
Rafferty Asset Management, LLC 0.09% New 234,082 $24.6M
State of New Jersey Common Pension Fund D 0.11% Reduce -30.3% 233,035 $24.5M
Victory Capital Management Inc. 0.02% Add +7.0% 231,346 $24.3M
BBR Partners, LLC 1.99% No change 231,047 $24.3M
Skandinaviska Enskilda Banken AB (publ) 0.12% Add +2.2% 229,224 $24.1M
Aberdeen Group plc 0.05% Reduce -20.9% 229,278 $24.1M
Performance Wealth Partners, LLC 0.86% Add +234.2% 221,658 $23.3M
Nomura Asset Management Co. Ltd. 0.08% Add +10.5% 220,548 $23.2M
Voya Investment Management LLC 0.03% Add +70.7% 220,540 $23.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +15.0% 219,228 $23.1M
Oppenheimer & Co. Inc. 0.35% Reduce -0.9% 208,861 $22.0M
Zuckerman Investment Group, LLC 2.47% Add +0.0% 202,573 $21.3M
Caldwell Investment Management Ltd. 15.82% No change 200,000 $21.0M
DNB Asset Management AS 0.10% Reduce -6.9% 199,057 $20.9M
Man Group plc 0.06% Reduce -45.1% 198,306 $20.9M
Resona Asset Management Co.,Ltd. 0.12% Add +2.5% 189,984 $20.0M
Jackson Hill Advisors, LLC 10.97% Reduce -6.4% 190,000 $20.0M
Engle Capital Management, L.P. 6.76% Add +15.2% 190,000 $20.0M
Allianz Asset Management GmbH 0.03% Add +352.2% 188,677 $19.9M
MetLife Investment Management, LLC 0.12% Add +847.8% 186,661 $19.6M
State of Michigan Retirement System 0.10% New 182,300 $19.2M
PNC Financial Services Group, Inc. 0.01% Reduce -1.0% 181,646 $19.1M
Cerity Partners LLC 0.05% Reduce -5.6% 181,627 $19.1M
Forsta Ap-Fonden 0.17% Add +58.1% 179,800 $18.9M
Arizona State Retirement System 0.13% Add +8.8% 179,597 $18.9M
Arrowstreet Capital, Limited Partnership 0.02% Add +202.1% 179,465 $18.9M
UniSuper Management Pty Ltd 0.15% Add +20.9% 172,971 $18.2M
Danske Bank A/S 0.07% Reduce -5.8% 171,856 $18.1M
Corebridge Financial, Inc. 0.10% — 170,510 $17.9M
Maverick Capital 0.34% Add +3646.7% 170,473 $17.9M
Factory Mutual Insurance Co. 0.20% No change 170,000 $17.9M
Varma Mutual Pension Insurance Co 0.14% Reduce -2.5% 169,627 $17.9M
Candriam S.C.A. 0.11% Add +3.0% 167,967 $17.7M
Punch & Associates Investment Management, Inc. 1.03% Reduce -14.0% 166,057 $17.5M
Levin Capital Strategies, L.P. 1.84% No change 165,703 $17.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.07% Reduce -93.8% 163,551 $17.2M
Tiaa Trust, National Association 0.05% Reduce -2.6% 161,594 $17.0M
Badgley Phelps Wealth Managers, LLC 0.42% Add +1.7% 161,489 $17.0M
River Road Asset Management, LLC 0.24% Reduce -37.4% 160,880 $16.9M
Crescent Park Management, L.P. 8.28% Reduce -9.8% 158,605 $16.7M
Bank of Nova Scotia 0.03% Add +527.8% 153,687 $16.2M
Waratah Capital Advisors Ltd. 0.97% Add +205.7% 152,053 $16.0M
1832 Asset Management L.P. 0.03% Reduce -34.3% 151,465 $15.9M
Aviva PLC 0.04% Reduce -7.7% 150,901 $15.9M
North Star Investment Management Corp. 1.16% Reduce -4.0% 150,739 $15.9M
Retirement Systems of Alabama 0.06% New 146,815 $15.5M
Northeast Financial Consultants Inc 0.71% Add +6.9% 146,350 $15.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% New 146,189 $15.4M
Corient Private Wealth LP 0.03% Add +203.1% 143,956 $15.2M
Cullen/Frost Bankers, Inc. 0.22% Add +2.1% 142,025 $14.9M
USS Investment Management Ltd 0.12% Add +1.9% 137,288 $14.5M
City of London Investment Management Co. Ltd. 1.24% No change 137,428 $14.5M
Amalgamated Bank 0.12% Add +252.5% 137,294 $14.4M
Stephens Inc. 0.22% Add +9.3% 136,962 $14.4M
Captrust Financial Advisors 0.05% Add +0.1% 135,305 $14.2M
ProShare Advisors LLC 0.04% New 135,149 $14.2M
FineMark National Bank & Trust 0.52% Add +1.2% 134,894 $14.2M
Commonwealth Equity Services, LLC 0.02% Add +5.8% 132,602 $14.0M
SOL Capital Management CO 1.65% Add +0.8% 130,733 $13.8M
Capital Group Private Client Services, Inc. 0.14% Reduce -1.7% 128,516 $13.5M
Lakewood Capital Management, LP 1.16% Reduce -27.5% 127,700 $13.4M
Matthew 25 Management Corp 4.66% Reduce -11.8% 127,500 $13.4M
Czech National Bank 0.15% New 126,780 $13.3M
Calamos Advisors LLC 0.09% Add +0.7% 125,665 $13.2M
GoodHaven Capital Management, LLC 4.93% No change 125,265 $13.2M
Cibc World Markets Corp. 0.09% Add +431.3% 125,134 $13.2M
Partners Capital Investment Group, LLP 0.22% Add +76.2% 123,939 $13.1M
Teacher Retirement System of Texas 0.07% Add +48.3% 124,064 $13.1M
Janus Henderson Group PLC 0.01% Add +107.1% 122,952 $13.0M
IFM Investors Pty Ltd 0.13% Add +4.8% 122,624 $12.9M
Private Wealth Partners, LLC 0.96% Reduce -0.7% 120,920 $12.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -16.6% 119,763 $12.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Add +72.2% 118,657 $12.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.12% No change 117,747 $12.4M
Perennial Advisors, LLC 2.77% Reduce -1.4% 117,478 $12.4M
Cookson Peirce & Co. Inc. 0.59% Add +1.4% 116,976 $12.3M
Federation des caisses Desjardins du Quebec 0.07% Add +3.8% 116,835 $12.3M
EverSource Wealth Advisors, LLC 0.82% Add +1.9% 99,431 $12.3M
Buffington Mohr McNeal 2.14% Reduce -2.8% 115,936 $12.2M
TCW Group Inc. 0.11% New 113,454 $11.9M
Public Sector Pension Investment Board 0.08% Add +45.2% 112,900 $11.9M
Cibc World Market Inc. 0.03% Add +590.9% 112,405 $11.8M
Point72 Europe (London) LLP 1.00% Reduce -50.2% 112,149 $11.8M
Utah Retirement Systems 0.14% Reduce -3.5% 111,000 $11.7M
Natixis 0.07% New 110,039 $11.6M
Comerica Bank 0.05% Add +204.3% 107,280 $11.3M
Lountzis Asset Management, LLC 5.26% Reduce -0.0% 106,898 $11.2M
Xponance LLC 0.11% Add +52.1% 105,896 $11.1M
Element Capital Management LLC 0.86% New 105,429 $11.1M
Atria Wealth Solutions, Inc. 0.12% Reduce -13.1% 105,267 $11.1M
American Century Companies Inc. 0.01% Add +2.4% 105,080 $11.1M
Chickasaw Capital Management LLC 0.48% Reduce -0.0% 102,263 $10.8M
Janney Montgomery Scott LLC 0.03% Add +1.2% 101,725 $10.7M
Equitable Trust Co. 0.74% Reduce -6.8% 101,652 $10.7M
Jennison Associates LLC 0.01% Reduce -0.1% 100,780 $10.6M
Gateway Investment Advisers LLC 0.12% Reduce -21.6% 99,778 $10.5M
Russell Investments Group, Ltd. 0.02% Reduce -48.8% 97,681 $10.3M
SG Americas Securities, LLC 0.07% Add +80.3% 97,480 $10.3M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -1.5% 97,102 $10.2M
Assetmark, Inc. 0.03% Add +9.4% 96,980 $10.2M
CIBC Asset Management Inc 0.04% Add +271.0% 95,746 $10.1M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.11% — 95,575 $10.1M
Lavaca Capital LLC 5.49% New 95,500 $10.1M
Cobalt Capital Management, Inc. 4.33% Reduce -34.5% 95,000 $10.0M
Osaic Holdings, Inc. 0.02% Reduce -11.4% 94,532 $9.9M
Mirador Capital Partners LP 1.86% Add +2.7% 94,055 $9.9M
Basswood Capital Management, L.L.C. 0.64% No change 92,926 $9.8M
Truist Financial Corp. 0.01% Reduce -8.3% 92,221 $9.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.29% Add +18.2% 90,359 $9.5M
Cetera Investment Advisers 0.02% Add +6.3% 89,160 $9.4M
B & T Capital Management DBA Alpha Capital Management 1.80% Reduce -15.3% 87,731 $9.2M
Picton Mahoney Asset Management 0.39% Reduce -35.9% 87,022 $9.2M
Palisade Capital Management, LP 0.28% No change 87,018 $9.2M
Marsico Capital Management LLC 0.27% No change 86,657 $9.1M
Texas Yale Capital Corp. 0.43% Add +0.1% 86,044 $9.1M
Campbell Capital Management Inc. 3.84% Add +2.7% 85,016 $8.9M
Public Employees Retirement Association of Colorado 0.04% Add +0.6% 84,706 $8.9M
Mutual of America Capital Management LLC 0.10% New 83,834 $8.8M
Covey Capital Advisors, LLC 10.16% Add +3.9% 83,702 $8.8M
Tower Research Capital LLC (TRC) 0.15% Add +385.8% 83,404 $8.8M
Polar Capital Holdings Plc 0.05% Add +0.5% 82,380 $8.7M
ING Groep NV 0.05% New 82,320 $8.7M
Community Trust & Investment Co. 0.57% Reduce -0.7% 79,829 $8.4M
Squarepoint Ops LLC 0.03% Reduce -63.9% 76,975 $8.1M
Financial Counselors Inc. 0.13% No change 76,256 $8.0M
Menlo Advisors LLC 4.38% Reduce -0.3% 74,955 $7.9M
Nissay Asset Management Corp. /Japan 0.05% Add +11.3% 74,907 $7.9M
New York Life Investment Management LLC 0.08% Add +566.6% 73,922 $7.8M
Yousif Capital Management, LLC 0.09% Add +745.6% 73,390 $7.7M
State of Alaska, Department of Revenue 0.09% New 72,375 $7.6M
HighTower Advisors, LLC 0.01% Add +10.0% 71,679 $7.6M
Osborne Partners Capital Management, LLC 0.45% Add +1.6% 71,618 $7.5M
Kestra Advisory Services, LLC 0.04% Add +13.0% 70,525 $7.4M
Daiwa Securities Group Inc. 0.04% Add +38.3% 70,465 $7.4M
Triangle Securities Wealth Management 2.07% Reduce -8.9% 69,743 $7.3M
Thrivent Financial for Lutherans 0.01% Add +183.8% 68,704 $7.2M
Sterling Investment Advisors, Ltd. 1.91% Reduce -3.9% 67,286 $7.1M
Quadrature Capital Ltd 0.12% Add +215.7% 66,578 $7.0M
Swedbank AB 0.01% Add +33.5% 65,432 $6.9M
MML Investors Services, LLC 0.03% Add +14.9% 64,883 $6.8M
Sanctuary Advisors, LLC 0.05% — 70,734 $6.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +35.6% 63,572 $6.7M
Beach Investment Counsel Inc. 0.82% Reduce -0.8% 63,400 $6.7M
Mackenzie Financial Corp. 0.01% Add +58.8% 62,344 $6.6M
Unisphere Establishment 0.07% No change 62,000 $6.5M
Empowered Funds, LLC 0.11% Add +2.3% 61,886 $6.5M
Beck Mack & Oliver LLC 0.13% Reduce -1.0% 61,566 $6.5M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Add +144.0% 61,000 $6.4M
Creative Planning 0.01% Add +14.3% 60,163 $6.3M
Old Well Partners, LLC 7.40% Reduce -10.5% 59,623 $6.3M
Soltis Investment Advisors LLC 0.66% Add +8.4% 58,929 $6.2M
Schroder Investment Management Group 0.01% Add +10.9% 58,189 $6.1M
Walleye Capital LLC 0.07% Add +59.9% 57,684 $6.1M
Coastal Bridge Advisors, LLC 1.50% Reduce -0.3% 57,304 $6.0M
Nisa Investment Advisors, LLC 0.04% Add +0.9% 57,290 $6.0M
Heron Bay Capital Management 1.28% Reduce -9.9% 57,125 $6.0M
Oregon Public Employees Retirement Fund 0.12% New 57,110 $6.0M
Metavasi Capital LP 3.31% No change 57,053 $6.0M
Jackson Square Partners, LLC 0.37% Reduce -30.7% 56,903 $6.0M
Grand Jean Capital Management Inc. 1.47% Add +2.4% 55,971 $5.9M
Orion Porfolio Solutions, LLC 0.06% Reduce -7.3% 55,954 $5.9M
Orion Portfolio Solutions, LLC 0.06% Reduce -7.3% 55,954 $5.9M
Jupiter Asset Management Ltd. 0.06% New 55,941 $5.9M
Absolute Gestao de Investimentos Ltda. 3.07% Reduce -24.8% 55,877 $5.9M
Pathstone Holdings, LLC 0.03% Add +64.7% 55,252 $5.8M
Coronation Fund Managers Ltd. 0.33% Reduce -40.0% 54,490 $5.7M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -31.2% 54,437 $5.7M
ArrowMark Colorado Holdings LLC 0.07% No change 54,400 $5.7M
Elo Mutual Pension Insurance Co 0.13% Add +3.4% 54,336 $5.7M
Delta Global Management LP 0.38% New 53,727 $5.7M
Concentric Capital Strategies, LP 0.35% Add +52.7% 53,717 $5.7M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +27.1% 53,167 $5.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +34.5% 53,167 $5.6M
Maryland State Retirement & Pension System 0.10% Add +1.7% 52,491 $5.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 51,676 $5.4M
Mizuho Securities USA LLC 0.12% New 51,319 $5.4M
Gulf International Bank (UK) Ltd 0.13% Add +0.9% 50,228 $5.3M
Kentucky Retirement Systems 0.15% New 50,154 $5.3M
Callodine Capital Management, LP 1.24% Reduce -50.0% 50,000 $5.3M
TRB Advisors LP 0.98% New 50,000 $5.3M
Strategic Blueprint, LLC 0.35% Reduce -1.7% 49,330 $5.2M
Tidal Investments LLC 0.07% Add +277.3% 49,167 $5.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -56.8% 48,193 $5.1M
Nordea Investment Management AB 0.01% Add +11.1% 47,302 $5.0M
Pacer Advisors, Inc. 0.01% New 47,355 $5.0M
Waterfront Wealth Inc. 1.35% Reduce -9.2% 47,190 $5.0M
Alps Advisors Inc. 0.03% Add +2.5% 46,773 $4.9M
US Bancorp \de 0.01% Add +20.8% 46,428 $4.9M
IFP Advisors, Inc 0.19% Reduce -10.2% 37,175 $4.9M
KBC Group NV 0.01% Add +18.2% 45,764 $4.8M
Samjo Management, LLC 1.79% Reduce -1.4% 45,725 $4.8M
MBB Public Markets I LLC 0.10% Add +1922.2% 45,520 $4.8M
Pinnacle Financial Partners Inc 0.10% Reduce -0.1% 45,358 $4.8M
Pinnbrook Capital Management LP 1.44% Reduce -42.6% 45,178 $4.8M
O'ROURKE & COMPANY, Inc 2.67% Add +1.1% 45,130 $4.7M
Staley Capital Advisers Inc. 0.22% No change 45,000 $4.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.8% 44,822 $4.7M
Jessup Wealth Management, Inc 2.01% Reduce -2.4% 44,783 $4.7M
Cresset Asset Management, LLC 0.02% Add +28.1% 43,072 $4.5M
PenderFund Capital Management Ltd. 2.66% Reduce -20.1% 31,420 $4.5M
Hartford Investment Management Co. 0.15% New 42,715 $4.5M
Steadfast Capital Management LP 0.11% New 42,500 $4.5M
Allspring Global Investments Holdings, LLC 0.01% Add +195.1% 42,438 $4.5M
Gotham Asset Management 0.06% Add +59.7% 41,947 $4.4M
Cacti Asset Management LLC 0.35% No change 41,630 $4.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.20% No change 41,863 $4.4M
Atria Investments, Inc 0.06% Add +12.0% 41,094 $4.3M
Iridian Asset Management LLC 0.95% Reduce -30.4% 40,161 $4.2M
Marvin & Palmer Associates Inc. 4.10% Add +0.1% 41,939 $4.2M
Teton Advisors, Inc. 1.81% Reduce -5.9% 40,000 $4.2M
OMERS ADMINISTRATION Corp 0.04% New 39,811 $4.2M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.70% Reduce -8.0% 39,740 $4.2M
Sit Investment Associates Inc. 0.09% Add +20.9% 38,275 $4.0M
Securian Asset Management, Inc. 0.12% New 38,269 $4.0M
Rothschild Investment LLC 0.28% Reduce -4.6% 37,817 $4.0M
Louisiana State Employees Retirement System 0.08% New 37,700 $4.0M
Paloma Partners Management Co 0.43% Add +971.1% 37,264 $3.9M
Curbstone Financial Management Corp 0.84% Reduce -6.7% 36,898 $3.9M
TrinityBridge Ltd 0.13% Reduce -0.2% 36,640 $3.9M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +117.2% 36,687 $3.9M
Mesirow Financial Investment Management, Inc. 0.09% Reduce -9.1% 36,679 $3.9M
TD Private Client Wealth LLC 0.12% Add +8.0% 36,309 $3.8M
Two Sigma Securities, LLC 0.18% Add +59.4% 36,076 $3.8M
Accuvest Global Advisors 8.25% Add +8.6% 35,282 $3.7M
Kingdon Capital Management, L.L.C. 0.57% Reduce -56.3% 35,000 $3.7M
Sabal Trust CO 0.22% Reduce -0.3% 34,684 $3.7M
Bridgewater Associates 0.02% Add +41.8% 34,606 $3.6M
Jamison Private Wealth Management, Inc. 0.60% New 34,596 $3.6M
B. Metzler seel. Sohn & Co. AG 0.04% Add +5.2% 34,525 $3.6M
Avitas Wealth Management LLC 0.53% Reduce -1.1% 34,470 $3.6M
Intech Investment Management LLC 0.04% Add +18.7% 34,414 $3.6M
New Mexico Educational Retirement Board 0.12% New 33,600 $3.5M
Chicago Partners Investment Group LLC 0.14% Reduce -3.9% 29,462 $3.5M
Trexquant Investment LP 0.05% Reduce -69.8% 33,239 $3.5M
Capital Analysts, LLC 0.15% Add +0.2% 32,889 $3.5M
Ingalls & Snyder LLC 0.15% Add +3.9% 32,805 $3.5M
Guardian Wealth Management, Inc. 2.63% Reduce -6.2% 32,749 $3.4M
Advisors Asset Management, Inc. 0.07% Add +61.5% 32,383 $3.4M
Larson Financial Group LLC 0.23% Add +1.8% 32,352 $3.4M
Fifth Third Bancorp 0.01% Add +31.2% 32,325 $3.4M
Royce & Associates LP 0.03% No change 32,195 $3.4M
AQR Capital Management 0.01% Add +67.3% 31,947 $3.4M
Rational Advisors, Inc. 0.34% Reduce -31.1% 31,900 $3.4M
Richard Bernstein Advisors LLC 0.07% No change 31,626 $3.3M
Proficio Capital Partners LLC 0.34% Add +0.3% 31,122 $3.3M
Kingswood Wealth Advisors, LLC 0.29% Reduce -8.5% 31,058 $3.3M
Steward Partners Investment Advisory, LLC 0.03% Reduce -1.4% 30,263 $3.2M
Edmond DE Rothschild Holding S.A. 0.05% Add +54.5% 29,944 $3.2M
XTX Topco Ltd 0.27% Add +116.8% 29,619 $3.1M
Swiss Life Asset Management Ltd 0.04% Add +23.3% 29,612 $3.1M
Two Sigma Investments, LP 0.01% Reduce -42.5% 29,279 $3.1M
Simplex Trading, LLC 0.10% Add +426.7% 29,219 $3.1M
M&T Bank Corp 0.01% Reduce -6.6% 29,032 $3.1M
Rathbones Group PLC 0.02% Add +6.7% 28,825 $3.0M
Rakuten Investment Management, Inc. 0.02% Add +456.6% 27,705 $2.9M
Bleakley Financial Group, LLC 0.08% Reduce -1.4% 27,811 $2.9M
Simplicity Wealth,LLC 0.07% Reduce -1.4% 27,807 $2.9M
Guggenheim Capital LLC 0.02% Add +346.8% 27,567 $2.9M
Metis Global Partners, LLC 0.10% Add +95.7% 27,370 $2.9M
Siemens Fonds Invest GmbH 0.21% Add +19.7% 27,224 $2.9M
TD Waterhouse Canada Inc. 0.03% Reduce -4.0% 27,405 $2.9M
Barr E S & Co. 0.19% No change 27,125 $2.9M
NorthCoast Asset Management LLC 0.02% Add +51.4% 26,865 $2.8M
Crossmark Global Holdings, Inc. 0.05% Add +391.4% 26,660 $2.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +4.2% 26,628 $2.8M
Seven Eight Capital, LP 0.29% New 26,198 $2.8M
Procyon Advisors, LLC 0.20% Add +11.0% 26,070 $2.7M
McKinley Capital Management LLC 0.47% Reduce -1.2% 25,772 $2.7M
Baird Financial Group, Inc. 0.01% Add +0.4% 25,643 $2.7M
Fortitude Family Office, LLC 1.53% Add +2.2% 25,616 $2.7M
Wesbanco Bank Inc. 0.10% Reduce -4.2% 25,103 $2.6M
Regions Financial Corp. 0.02% Reduce -17.1% 25,016 $2.6M
Mercer Global Advisors Inc. 0.01% Add +6.1% 24,650 $2.6M
Principal Securities, Inc. 0.07% Reduce -1.3% 24,798 $2.6M
O'shaughnessy Asset Management, LLC 0.03% Add +63.3% 24,624 $2.6M
Verition Fund Management LLC 0.02% Reduce -61.8% 24,587 $2.6M
Blair William & Co. 0.01% Add +6.4% 24,373 $2.6M
Checchi Capital Advisers, LLC 0.20% Add +1.5% 24,329 $2.6M
Twinbeech Capital LP 0.05% New 23,989 $2.5M
Citizens Financial Group Inc. 0.06% Add +679.9% 23,973 $2.5M
Fairfax Financial Holdings 0.21% No change 23,500 $2.5M
HBK Sorce Advisory LLC 0.08% Add +2.5% 23,035 $2.4M
Aigen Investment Management, LP 0.47% Add +132.6% 22,903 $2.4M
Oxford Financial Group, LTD. LLC 0.16% Add +9.4% 22,701 $2.4M
Wealthfront Advisers LLC 0.01% Add +19.4% 22,604 $2.4M
Clearstead Advisors, LLC 0.04% Add +6.6% 22,577 $2.4M
Sciencast Management LP 0.82% Add +160.3% 22,512 $2.4M
Southeast Asset Advisors, LLC 0.28% No change 22,357 $2.4M
Norinchukin Bank, The 0.07% New 22,161 $2.3M
Sierra Capital LLC 0.31% No change 22,020 $2.3M
Pearl River Capital, LLC 0.37% Add +291.3% 21,975 $2.3M
Bray Capital Advisors 0.58% No change 21,920 $2.3M
Vinva Investment Management Ltd 0.12% Reduce -0.0% 21,675 $2.3M
Waverly Advisors, LLC 0.04% Add +0.1% 21,777 $2.3M
CFM Wealth Partners LLC 0.42% Add +26.3% 21,655 $2.3M
Kentucky Retirement Systems Insurance Trust Fund 0.15% New 21,467 $2.3M
Tredje AP-fonden 0.02% Reduce -1.5% 21,355 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.06% New 21,180 $2.2M
Perbak Capital Partners LLP 0.65% New 20,824 $2.2M
NEOS Investment Management LLC 0.09% New 20,690 $2.2M
QRG Capital Management, Inc. 0.03% Add +14.9% 20,560 $2.2M
U S Global Investors Inc. 0.20% Add +68.3% 20,450 $2.2M
Integrated Advisors Network LLC 0.11% Reduce -3.8% 20,422 $2.1M
Mission Wealth Management, LP 0.06% Add +0.4% 20,399 $2.1M
Avalon Trust Co 0.17% No change 20,284 $2.1M
Wedbush Securities Inc. 0.08% Add +9.2% 20,271 $2.1M
B. Riley Wealth Advisors, Inc. 0.05% Add +2.2% 20,215 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% New 20,025 $2.1M
Moody National Bank Trust Division 0.16% Add +0.4% 19,924 $2.1M
Zacks Investment Management 0.02% Add +2.8% 19,868 $2.1M
Pinnacle Associates Ltd. 0.03% Add +0.1% 19,601 $2.1M
CTC Alternative Strategies, Ltd. 0.88% New 19,600 $2.1M
CIBC Private Wealth Group LLC 0.00% Reduce -30.6% 19,608 $2.1M
RiverPark Advisors, LLC 1.69% Reduce -5.9% 19,403 $2.0M
Connable Office Inc. 0.22% Reduce -22.4% 19,229 $2.0M
Riverpark Capital Management LLC 2.67% No change 19,179 $2.0M
Lee Danner & Bass Inc. 0.16% — 19,171 $2.0M
Choreo, LLC 0.03% New 18,918 $2.0M
Stonehage Fleming Financial Services Holdings Ltd 0.05% Reduce -58.2% 18,783 $2.0M
Cross Staff Investments Inc 1.65% Add +1.4% 18,757 $2.0M
Seven Post Investment Office LP 0.36% No change 18,700 $2.0M
Virtu Financial LLC 0.14% Add +116.0% 18,567 $2.0M
Andra AP-fonden 0.03% Add +76.0% 18,300 $1.9M
United Asset Strategies, Inc. 0.19% Reduce -13.9% 18,198 $1.9M
Ar Asset Management Inc. 0.46% No change 18,000 $1.9M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +11.5% 17,735 $1.9M
Credit Agricole S A 0.01% New 17,718 $1.9M
AlTi Global, Inc. 0.05% Add +564.9% 17,634 $1.9M
Maltese Capital Management LLC 0.35% Reduce -40.5% 17,600 $1.9M
Franklin Street Advisors Inc. 0.13% Add +1.0% 17,547 $1.8M
Next Capital Management LLC 0.78% Reduce -1.0% 17,483 $1.8M
World Investment Advisors 0.11% Add +3.5% 17,242 $1.8M
Essex Financial Services, Inc. 0.13% Add +3.0% 16,056 $1.8M
LB Partners LLC 1.50% No change 17,100 $1.8M
Landscape Capital Management, L.L.C. 0.15% No change 17,075 $1.8M
Van Eck Associates Corp. 0.00% Add +19.6% 16,462 $1.7M
J.W. Cole Advisors, Inc. 0.08% Add +0.9% 16,232 $1.7M
Lansing Street Advisors 0.69% Add +0.3% 15,669 $1.6M
Fulton Bank, N.A. 0.07% Add +15.2% 15,628 $1.6M
Louisbourg Investments Inc. 0.46% Reduce -18.9% 18,597 $1.6M
AXA S.A. 0.00% Add +180.6% 15,243 $1.6M
Capula Management Ltd 0.02% New 15,100 $1.6M
Daiichi Life Insurance Co., Ltd. 0.04% Add +255.8% 14,984 $1.6M
Yelin Lapidot Holdings Management Ltd. 0.28% No change 14,827 $1.6M
Park Avenue Securities LLC 0.02% Add +29.6% 14,811 $1.6M
Raymond James Trust N.A. 0.04% Reduce -13.2% 14,782 $1.6M
Private Advisor Group, LLC 0.01% Add +3.2% 14,686 $1.5M
Assenagon Asset Management S.A. 0.00% Reduce -78.1% 14,334 $1.5M
Walter & Keenan Wealth Management LLC /in/ 0.48% No change 14,326 $1.5M
Epoch Investment Partners, Inc. 0.01% Add +63.7% 14,153 $1.5M
Level Four Advisory Services, LLC 0.07% Add +1.8% 14,127 $1.5M
Advisor OS, LLC 0.16% Add +28.1% 14,069 $1.5M
Grandeur Peak Global Advisors, LLC 0.12% New 14,013 $1.5M
Mosaic Financial Group, LLC 1.06% Add +100.0% 14,000 $1.5M
Atlas Capital Advisors Inc. 0.19% Reduce -12.6% 13,944 $1.5M
First National Bank Sioux Falls 0.76% No change 13,888 $1.5M
Dakota Wealth Management 0.03% Add +14.3% 13,810 $1.5M
Investment Management Corp of Ontario 0.04% Add +48.5% 13,784 $1.5M
Choate Investment Advisors 0.04% No change 13,723 $1.4M
Coastline Trust Co 0.17% New 13,719 $1.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -1.0% 13,597 $1.4M
Professional Financial Advisors, LLC 0.39% Add +1.5% 13,548 $1.4M
Virtue Capital Management, LLC 0.24% Add +3.8% 12,013 $1.4M
Legacy Capital Wealth Partners, LLC 0.36% New 13,536 $1.4M
Duncan Williams Asset Management, LLC 1.20% Reduce -1.3% 13,522 $1.4M
Independent Advisor Alliance 0.05% Add +1.7% 13,506 $1.4M
Guardian Investment Management 1.01% Reduce -0.6% 13,425 $1.4M
Capstone Investment Advisors, LLC 0.06% Add +429.2% 13,282 $1.4M
FIL Ltd 0.00% No change 13,214 $1.4M
River Global Investors LLP 0.38% Reduce -1.9% 13,167 $1.4M
Zimmermann Investment Management & Planning LLC 0.46% Add +7.6% 13,146 $1.4M
Robertson Stephens Wealth Management, LLC 0.07% Reduce -4.7% 13,129 $1.4M
Commerce Bank 0.01% Add +4.2% 12,973 $1.4M
Northeast Investment Management 0.06% Add +8.5% 12,800 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -0.1% 12,696 $1.3M
IHT Wealth Management, LLC 0.05% Reduce -0.8% 12,677 $1.3M
Bradley Foster & Sargent Inc. 0.02% Add +18.4% 12,600 $1.3M
NewEdge Wealth, LLC 0.03% Add +0.3% 12,597 $1.3M
Avantax Advisory Services, Inc. 0.01% Add +256.1% 12,541 $1.3M
Fort Pitt Capital Group, LLC 0.04% Add +0.2% 12,357 $1.3M
Vestcor Inc 0.04% Reduce -53.6% 12,320 $1.3M
Driehaus Capital Management LLC 0.01% Add +25.2% 12,187 $1.3M
GTS Securities LLC 0.03% New 12,086 $1.3M
Glenmede Trust Co. NA 0.01% Reduce -63.6% 12,057 $1.3M
James J. Burns & Company, LLC 0.25% New 12,033 $1.3M
Element Pointe Advisors, LLC 0.32% No change 12,002 $1.3M
Quantinno Capital Management LP 0.02% Add +84.6% 11,990 $1.3M
Advisory Services Network, LLC 0.03% Reduce -5.0% 11,949 $1.3M
Highland Capital Management, LLC 0.07% Reduce -16.6% 11,882 $1.3M
Keybank National Association 0.01% Reduce -5.7% 11,865 $1.2M
Harbor Capital Advisors, Inc. 0.09% Add +0.2% 11,833 $1.2M
Lombard Odier Asset Management (Switzerland) SA 0.13% Add +47.3% 11,668 $1.2M
Gilbert & Cook, Inc. 0.18% Reduce -13.3% 11,462 $1.2M
Spire Wealth Management 0.04% Reduce -4.8% 11,308 $1.2M
Farther Finance Advisors, LLC 0.06% Add +43.7% 11,365 $1.2M
Silvant Capital Management LLC 0.05% No change 11,246 $1.2M
Oppenheimer Asset Management Inc. 0.02% New 11,238 $1.2M
LYNX Capital Group Ltd. 0.81% No change 11,187 $1.2M
Chemistry Wealth Management LLC 0.30% Add +1.9% 11,172 $1.2M
Financial Management Network Inc. 0.28% Add +5.6% 11,082 $1.2M
Prudential PLC 0.01% Add +30.4% 11,098 $1.2M
MAI Capital Management 0.01% Add +2.1% 10,967 $1.2M
SVB Wealth LLC 0.03% Add +0.1% 10,961 $1.2M
DAVENPORT & Co LLC 0.01% Reduce -0.7% 10,907 $1.1M
Trueblood Wealth Management, LLC 0.64% Reduce -0.1% 10,818 $1.1M
Illinois Municipal Retirement Fund 0.02% No change 10,757 $1.1M
Balyasny Asset Management L.P. 0.00% Reduce -98.5% 10,689 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +115.5% 10,655 $1.1M
Zhang Financial LLC 0.08% Add +7.2% 10,615 $1.1M
Hunting Hill Global Capital, LLC 0.55% No change 10,471 $1.1M
Wealthcare Advisory Partners LLC 0.03% Add +0.2% 10,364 $1.1M
Western Wealth Management, LLC 0.08% No change 10,340 $1.1M
Profund Advisors LLC 0.04% New 10,333 $1.1M
Mutual Advisors, LLC 0.03% Add +0.9% 9,133 $1.1M
Lazard Asset Management LLC 0.00% Reduce -21.5% 10,289 $1.1M
Beaumont Financial Advisors, LLC 0.09% Add +0.1% 10,230 $1.1M
Townsquare Capital LLC 0.01% Add +15.4% 10,220 $1.1M
D. E. Shaw & Co. 0.00% Reduce -98.7% 10,179 $1.1M
Red Door Wealth Management, LLC 0.19% Reduce -0.1% 10,160 $1.1M
Clear Harbor Asset Management, LLC 0.09% No change 10,125 $1.1M
TriaGen Wealth Management LLC 0.41% New 10,027 $1.1M
RFG Advisory, LLC 0.03% Add +35.1% 9,897 $1.0M
RW Investment Management LLC 0.14% Reduce -0.3% 9,762 $1.0M
Yorktown Management & Research Co Inc 1.10% No change 9,700 $1.0M
Sawgrass Asset Management LLC 0.11% Add +13.3% 9,696 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -12.3% 9,671 $1.0M
Nvwm, LLC 0.27% Add +38244.0% 9,586 $1.0M
Sherbrooke Park Advisers LLC 0.18% Add +103.3% 9,546 $1.0M
Aries Wealth Management 0.31% Add +5.8% 9,484 $998K
Agf Management Ltd. 0.01% No change 9,418 $991K
Harvest Fund Management Co., Ltd 0.07% Add +25.7% 9,322 $983K
Stamos Capital Partners, L.P. 0.21% Reduce -5.3% 9,280 $977K
Bokf, NA 0.02% Reduce -11.2% 9,235 $972K
Beacon Pointe Advisors, LLC 0.01% Add +1.9% 9,152 $963K
Vident Advisory, LLC 0.03% Add +21.6% 9,151 $963K
Equitable Holdings, Inc. 0.01% Add +3.8% 9,124 $960K
Kraematon Investment Advisors, Inc. 0.97% Reduce -1.7% 9,107 $958K
Horizon Investments, LLC 0.03% New 9,084 $956K
Prelude Capital Management, LLC 0.08% Add +114.9% 9,025 $950K
Segment Wealth Management, LLC 0.07% No change 8,850 $931K
Canandaigua National Bank & Trust Co. 0.10% Reduce -8.2% 8,827 $929K
Central Pacific Bank - Trust Division 0.12% New 8,775 $923K
Virtus Advisers, LLC 0.45% Reduce -2.7% 8,774 $923K
Qtron Investments LLC 0.13% No change 8,706 $916K
Fiduciary Group, LLC 0.10% No change 8,700 $916K
Gridiron Partners, LLC 0.58% No change 8,617 $907K
E&G Advisors, LLC 0.27% Reduce -0.3% 8,600 $905K
Douglas Lane & Associates, LLC 0.01% No change 8,590 $904K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +6.3% 8,590 $904K
LBP Am SA 0.04% Reduce -7.2% 8,568 $902K
D.A. Davidson & Co. 0.01% Reduce -84.9% 8,526 $897K
Smith Shellnut Wilson LLC 0.43% No change 8,508 $895K
Forum Financial Management, LP 0.02% No change 8,450 $889K
Penserra Capital Management LLC 0.01% Add +57.5% 8,427 $887K
Cwm, LLC 0.00% Add +8.1% 8,415 $886K
Transcend Capital Advisors, LLC 0.06% Add +8.9% 8,321 $876K
Dantai Capital Ltd 0.98% Reduce -49.8% 8,300 $873K
Hanseatic Management Services Inc. 1.30% Add +1.7% 8,198 $863K
Abn Amro Investment Solutions 0.02% Add +206.0% 8,164 $859K
Synovus Financial Corp. 0.01% Add +0.4% 8,150 $858K
Global Wealth Management Investment Advisory, Inc. 0.20% Add +0.2% 8,129 $855K
Lido Advisors, LLC 0.01% Add +59.4% 8,085 $851K
Kestra Private Wealth Services, LLC 0.02% Reduce -16.6% 8,080 $850K
First Trust Direct Indexing L.P. 0.05% Add +33.3% 8,025 $845K
Corsair Capital Management, L.P. 0.14% Reduce -0.7% 8,020 $844K
Sage Rhino Capital LLC 0.20% Add +0.4% 7,944 $836K
Parallel Advisors, LLC 0.02% Add +3.3% 7,912 $833K
Bayesian Capital Management, LP 0.10% Reduce -59.3% 7,900 $831K
GAMMA Investing LLC 0.11% Add +3.0% 7,818 $823K
Daymark Wealth Partners, LLC 0.04% New 7,797 $821K
Ieq Capital, LLC 0.01% Add +48.3% 7,789 $820K
Centaurus Financial, Inc. 0.05% Add +1.3% 7,715 $812K
Seaport Global Advisors, LLC 2.91% New 7,713 $812K
ProVise Management Group, LLC 0.07% No change 7,690 $809K
Institute for Wealth Management, LLC. 0.11% Reduce -1.4% 7,654 $806K
&partners 0.03% Add +179.8% 7,576 $797K
PGGM Investments 0.01% Reduce -42.1% 7,460 $785K
Meeder Advisory Services, Inc. 0.06% Add +72.3% 7,432 $782K
Baron Capital (BAMCO) 0.00% New 7,400 $779K
Moors & Cabot, Inc. 0.04% Reduce -23.9% 7,354 $774K
NewEdge Advisors, LLC 0.01% Add +15.4% 7,321 $770K
Jones Financial Companies LLLP 0.00% Add +1954.2% 7,313 $770K
MJP Associates Inc. 0.16% Add +33.1% 7,273 $765K
Fifth Third Wealth Advisors LLC 0.06% Add +240.3% 7,181 $756K
Tudor Investment Corporation 0.01% New 7,176 $755K
HB Wealth Management, LLC 0.01% Add +4.6% 7,120 $749K
Arete Wealth Advisors, LLC 0.06% New 7,109 $748K
Dynamic Advisor Solutions LLC 0.02% Reduce -3.9% 7,092 $746K
Obermeyer Wealth Partners 0.04% No change 7,090 $746K
Ameritas Investment Partners, Inc. 0.03% New 7,004 $737K
Linscomb Wealth, Inc. 0.04% No change 7,000 $737K
Vontobel Holding Ltd. 0.00% Add +2.5% 6,988 $735K
Integrated Investment Consultants, LLC 0.20% No change 7,311 $735K
Signaturefd, LLC 0.01% Add +7.1% 6,955 $732K
Firethorn Wealth Partners, LLC 0.41% Reduce -6.2% 6,934 $730K
Cigna Investments Inc. 0.14% Add +0.6% 6,931 $729K
Vanguard Personalized Indexing Management, LLC 0.01% Add +36.3% 6,909 $727K
SageView Advisory Group, LLC 0.05% New 6,871 $723K
Independent Financial Group, LLC 0.03% New 6,866 $723K
Ascentis Independent Advisors 0.15% — 6,835 $719K
Veltria Advisors Corp. 0.26% Reduce -31.9% 6,800 $716K
One Capital Management, LLC 0.02% New 6,792 $715K
Capital International Sarl 0.02% New 6,780 $714K
Diversified Trust Co. 0.02% Reduce -14.1% 6,767 $712K
Moloney Securities Asset Management, LLC 0.10% Reduce -3.6% 6,696 $705K
Merit Financial Group, LLC 0.02% Reduce -2.5% 6,671 $702K
Deerfield Management Company, L.P. 0.01% Add +35.2% 6,567 $691K
First Bank & Trust 0.14% Add +1.6% 6,536 $688K
Calydon Capital 0.12% Reduce -2.1% 6,526 $687K
Principle Wealth Partners LLC 0.05% Add +0.3% 6,520 $686K
Westover Capital Advisors, LLC 0.18% New 6,465 $680K
Centiva Capital, LP 0.03% Reduce -24.6% 6,449 $679K
Visionary Wealth Advisors 0.04% No change 6,435 $677K
Schwarz Dygos Wheeler Investment Advisors LLC 0.19% No change 6,416 $675K
Sigma Planning Corp 0.02% Add +0.9% 6,408 $674K
Old National Bancorp 0.02% Reduce -3.6% 6,392 $673K
Diligent Investors, LLC 0.16% Reduce -4.4% 6,304 $663K
Welch & Forbes LLC 0.01% Reduce -0.4% 6,250 $660K
HighPoint Advisor Group LLC 0.04% Add +13.4% 5,496 $659K
Marks Group Wealth Management, Inc 0.07% Reduce -11.2% 6,188 $651K
Keystone Investors Pte Ltd. 0.05% Add +34.3% 6,081 $640K
Spirepoint Private Client, LLC 0.09% Reduce -2.1% 6,000 $631K
Summit Financial, LLC 0.03% Add +75.4% 5,990 $630K
Engineers Gate Manager LP 0.01% Reduce -79.7% 5,920 $623K
Dynamic Technology Lab Private Ltd 0.07% Add +195.2% 5,912 $622K
Fidelis Capital Partners, LLC 0.09% Reduce -19.5% 5,705 $621K
Good Life Advisors, LLC 0.05% Add +0.5% 5,702 $600K
CIC Wealth, LLC 0.16% Reduce -3.4% 5,685 $598K
Zions Bancorporation, N.A. 0.05% Add +82.1% 5,639 $593K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +34.2% 5,635 $593K
KCM Investment Advisors LLC 0.02% No change 5,633 $593K
FWG Holdings, LLC 0.30% Add +8.3% 5,016 $592K
Concurrent Investment Advisors, LLC 0.02% Reduce -46.9% 5,548 $584K
Carnegie Investment Counsel 0.02% Reduce -4.5% 5,500 $579K
Acadian Asset Management LLC 0.00% Reduce -63.3% 5,487 $576K
Bartlett & Co. Wealth Management LLC 0.01% No change 5,400 $568K
9258 Wealth Management, LLC 0.09% Reduce -5.6% 5,331 $561K
Boothbay Fund Management, LLC 0.02% Reduce -82.8% 5,296 $557K
Prospera Financial Services Inc 0.02% Add +22.4% 5,276 $555K
Stratos Wealth Advisors, LLC 0.03% Reduce -15.3% 5,273 $555K
Baker Tilly Wealth Management, LLC 0.23% Add +2.1% 5,244 $552K
Marex Group Ltd 0.01% New 5,218 $549K
Leonteq Securities AG 0.08% Add +18.9% 5,177 $545K
Guinness Asset Management LTD 0.01% Reduce -12.5% 5,167 $544K
BNP Paribas 0.03% Add +6.2% 5,150 $542K
NFC Investments, LLC 0.16% No change 5,140 $541K
Horizon Kinetics Asset Management LLC 0.01% No change 5,058 $532K
Obsidian Cio, LLC 0.13% No change 5,044 $531K
TFB Advisors LLC 0.17% Add +8.9% 5,035 $530K
DRW Securities, LLC 0.03% Reduce -83.5% 5,031 $529K
Vestmark Advisory Solutions, Inc. 0.02% Add +76.0% 5,014 $528K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -4.2% 4,972 $523K
Glenview Trust Co 0.01% Add +47.3% 4,954 $521K
Carolinas Wealth Consulting LLC 0.10% Reduce -0.7% 4,907 $516K
TradeLink Capital LLC 1.49% New 4,900 $516K
Samalin Investment Counsel, LLC 0.24% Reduce -8.3% 4,893 $515K
MGB Wealth Management, LLC 0.19% Add +3.3% 4,650 $515K
Okabena Investment Services Inc. 0.16% Reduce -70.3% 4,854 $511K
Edgemoor Investment Advisors, Inc. 0.05% No change 4,840 $509K
Emerald Advisers, LLC 0.02% New 4,836 $509K
Prime Capital Investment Advisors, LLC 0.01% Reduce -76.7% 4,806 $506K
Duncker Streett & Co. Inc. 0.10% No change 4,800 $505K
TrinityPoint Wealth, LLC 0.08% Reduce -0.7% 4,785 $504K
Sweeney & Michel, LLC 0.21% Add +0.1% 4,724 $499K
Fusion Capital, LLC 0.23% Add +0.1% 4,716 $496K
Aft, Forsyth & Sober, LLC 0.17% No change 4,700 $495K
Emprise Bank 0.30% No change 4,681 $493K
Crestwood Advisors Group, LLC 0.01% Add +2.1% 4,658 $490K
Islay Capital Management, LLC 0.36% Reduce -4.6% 4,656 $490K
Mount Lucas Management LP 0.17% New 4,604 $485K
JTC Employer Solutions Trustee Ltd 0.03% Reduce -59.1% 4,544 $479K
Oak Thistle LLC 0.35% New 4,538 $478K
Family Manage LLC 0.08% No change 4,538 $478K
Keel Point, LLC 0.04% Add +7.3% 4,113 $476K
Apollon Wealth Management, LLC 0.01% Reduce -2.7% 4,513 $475K
Entropy Technologies, LP 0.05% Reduce -78.5% 4,510 $475K
Schneider Downs Wealth Management Advisors, LP 0.11% No change 4,500 $474K
Baldwin Investment Management, LLC 0.06% No change 4,500 $474K
First City Capital Management, Inc. 0.27% Reduce -5.3% 4,496 $473K
Dana Investment Advisors, Inc. 0.02% Add +0.3% 4,493 $473K
Lake Street Advisors Group, LLC 0.02% Reduce -14.2% 4,490 $473K
RDA Financial Network 0.15% Reduce -2.0% 4,440 $467K
Parallax Volatility Advisers, L.P. 0.01% Add +41.2% 4,436 $467K
EP Wealth Advisors, LLC 0.00% Add +3.1% 4,291 $452K
Stratos Wealth Partners, LTD. 0.01% Add +3.3% 4,290 $451K
Venture Visionary Partners LLC 0.02% Add +5.7% 4,272 $450K
Inceptionr LLC 0.13% Reduce -56.2% 4,241 $446K
Gateway Advisory, LLC 0.08% Reduce -4.8% 4,234 $446K
Premier Path Wealth Partners, LLC 0.08% Add +2.4% 4,231 $445K
Moneco Advisors, LLC 0.07% Reduce -1.2% 4,230 $445K
FreeGulliver LLC 0.30% Add +0.0% 4,225 $445K
Pier 88 Investment Partners LLC 0.48% Reduce -77.4% 4,200 $442K
Hamilton Capital Partners Inc. 0.05% No change 4,200 $442K
Kovack Advisors, Inc. 0.05% Reduce -2.0% 4,167 $439K
Watershed Private Wealth LLC 0.19% No change 4,157 $437K
Concord Wealth Partners 0.08% Add +0.3% 4,132 $435K
Avior Wealth Management, LLC 0.02% Reduce -9.1% 4,099 $431K
Total Clarity Wealth Management, Inc. 0.15% No change 4,060 $427K
Huntington National Bank 0.00% Add +18.2% 4,059 $427K
Valeo Financial Advisors, LLC 0.01% Add +9.2% 4,052 $426K
Fort Sheridan Advisors LLC 0.07% Reduce -3.7% 4,029 $424K
Kavar Capital Partners Group, LLC 0.08% No change 4,022 $423K
Register Financial Advisors LLC 0.21% Add +0.1% 3,993 $420K
Insigneo Advisory Services, LLC 0.05% New 3,955 $420K
Arkadios Wealth Advisors 0.03% Reduce -1.5% 3,951 $416K
Shelton Capital Management 0.01% New 3,943 $415K
Ameritas Advisory Services, LLC 0.02% Add +7.1% 3,941 $415K
Operose Advisors LLC 0.15% No change 3,925 $413K
Tradition Wealth Management, LLC 0.04% Add +3.2% 3,915 $412K
Greenleaf Trust 0.00% Add +3.4% 3,869 $407K
Calamos Wealth Management LLC 0.02% Reduce -14.8% 3,857 $406K
Knightsbridge Asset Management, LLC 0.10% Reduce -4.2% 3,835 $404K
Eschler Asset Management LLP 0.32% No change 4,815 $401K
Ade, LLC 0.27% No change 3,805 $400K
Hardin Capital Partners, LLC 0.26% — 3,800 $400K
TAGStone Capital, Inc. 0.22% Add +0.2% 3,766 $396K
Resurgent Financial Advisors LLC 0.25% Add +0.1% 3,760 $396K
Ssi Investment Management LLC 0.15% Reduce -0.1% 3,706 $390K
Legacy Advisors, LLC 0.05% Reduce -56.7% 3,663 $385K
Westpac Banking Corp. 0.03% Add +174.1% 3,626 $382K
Ethic Inc. 0.01% Reduce -13.7% 3,626 $382K
HHM Wealth Advisors, LLC 0.06% Add +157.8% 3,609 $380K
Summit Trail Advisors, LLC 0.01% Reduce -38.7% 3,606 $380K
Symmetry Partners, LLC 0.02% No change 3,597 $379K
Clearwater Capital Advisors, LLC 0.04% Reduce -6.8% 3,595 $378K
Trust Co of Kansas 0.20% New 3,593 $378K
Peapack Gladstone Financial Corp. 0.01% Reduce -0.7% 3,591 $377K
Leo Wealth, LLC 0.04% Add +0.1% 3,576 $376K
New Century Financial Group, LLC 0.16% New 3,573 $376K
L.M. Kohn & Company 0.10% Reduce -2.0% 3,572 $376K
Compound Planning, Inc. 0.03% Add +71.2% 3,570 $376K
Panagora Asset Management Inc. 0.00% Reduce -5.5% 3,564 $375K
Citizens National Bank Trust Department 0.08% No change 3,555 $374K
Gitterman Wealth Management, LLC 0.14% No change 3,551 $374K
Jump Financial, LLC 0.01% Reduce -86.6% 3,545 $373K
Leavell Investment Management, Inc. 0.02% New 3,502 $369K
Hodges Capital Management Inc. 0.02% Reduce -0.3% 3,505 $369K
Caprock Group, LLC 0.01% Add +39.4% 3,461 $364K
Axxcess Wealth Management, LLC 0.01% Reduce -7.6% 3,446 $363K
Sunbelt Securities, Inc. 0.04% Add +51.5% 3,440 $362K
M Holdings Securities, Inc. 0.05% New 3,420 $360K
Essex Bank 0.10% Reduce -15.8% 3,418 $360K
Fiduciary Family Office, LLC 0.14% No change 3,417 $360K
Johnson Investment Counsel Inc. 0.00% Add +0.1% 3,373 $355K
Bison Wealth, LLC 0.06% No change 3,520 $354K
Argent Trust Co 0.02% Add +8.3% 3,288 $346K
Cypress Wealth Services, LLC 0.08% Add +1.9% 3,261 $343K
Manchester Capital Management LLC 0.04% Add +0.1% 3,254 $342K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -0.3% 3,250 $342K
Schonfeld Strategic Advisors LLC 0.00% Reduce -98.0% 3,246 $342K
U.S. Capital Wealth Advisors, LLC 0.01% Add +5.5% 3,234 $340K
Aaron Wealth Advisors LLC 0.05% Add +22.2% 3,231 $340K
Sovereign Financial Group, Inc. 0.08% Add +1.5% 3,226 $340K
Apella Capital, LLC 0.02% Add +0.6% 3,215 $339K
Masso Torrence Wealth Management Inc. 0.18% Add +0.0% 3,164 $333K
Walleye Trading LLC 0.01% Reduce -63.6% 3,161 $333K
Wedmont Private Capital 0.02% Add +32.4% 2,996 $332K
First Horizon Advisors, Inc. 0.01% Reduce -28.2% 3,124 $329K
Mainstay Capital Management LLC 0.06% Add +0.4% 3,063 $322K
International Assets Investment Management, LLC 0.03% Add +31.5% 3,036 $319K
Trustmark Bank Trust Department 0.03% Add +0.5% 3,026 $318K
Dudley Capital Management, LLC 0.18% Add +0.5% 3,015 $317K
Ostrum Asset Management 0.03% Reduce -7.2% 3,012 $317K
Kolinsky Wealth Management, LLC 0.23% New 3,003 $316K
Cadent Capital Advisors, LLC 0.13% No change 3,000 $316K
Wellington Shields & Co., LLC 0.10% No change 3,000 $316K
Catalyst Funds Management Pty Ltd 0.08% New 3,000 $316K
Evergreen Capital Management LLC 0.01% Add +6.4% 2,997 $315K
Aspen Grove Capital, LLC 0.07% Reduce -9.6% 2,973 $313K
XML Financial, LLC 0.03% Add +0.0% 2,973 $313K
Global Retirement Partners, LLC 0.01% Add +1.4% 2,942 $310K
Integrated Wealth Concepts LLC 0.00% Add +15.4% 2,932 $309K
Northside Capital Management, LLC 0.05% No change 2,903 $306K
NFSG Corp 0.11% Add +12.0% 2,900 $305K
Johnson Financial Group, Inc. 0.01% Add +166.1% 2,885 $304K
Cornerstone Advisory, LLC 0.04% Reduce -6.5% 2,885 $304K
Montag A & Associates Inc. 0.02% Add +0.2% 2,884 $303K
Certuity, LLC 0.02% Add +0.7% 2,876 $303K
Catalyst Private Wealth, LLC 0.16% New 2,869 $302K
LFA - Lugano Financial Advisors SA 0.23% No change 2,850 $300K
Morningstar Investment Services LLC 0.00% Add +24.1% 2,825 $299K
Meadow Creek Wealth Advisors LLC 0.28% Add +6.7% 2,838 $299K
Whittier Trust Co. 0.00% Add +18.3% 2,834 $298K
Benjamin Edwards Inc. 0.06% Add +6.2% 2,778 $292K
Toth Financial Advisory Corp. 0.04% New 2,750 $289K
Freestone Capital Holdings, LLC 0.01% New 2,730 $287K
Northwest Bancshares, Inc. 0.05% No change 2,725 $287K
Allworth Financial LP 0.00% Add +137.8% 2,487 $286K
Allstate Corp. 0.02% No change 2,709 $285K
Evercore Wealth Management, LLC 0.00% Reduce -2.0% 2,705 $285K
Paradigm Asset Management Co. LLC 0.08% Reduce -67.0% 2,704 $285K
Mayflower Financial Advisors, LLC 0.05% Reduce -11.4% 2,678 $282K
Washington Trust Bank 0.03% No change 2,644 $278K
Hantz Financial Services, Inc. 0.01% Reduce -13.1% 2,628 $277K
Allen Mooney & Barnes Investment Advisors LLC 0.05% No change 2,630 $277K
Middleton & Co. Inc. 0.03% No change 2,622 $276K
Blue Trust, Inc. 0.00% Add +40.8% 2,712 $273K
Keystone Financial Group 0.10% Add +3.1% 2,583 $272K
Arax Advisory Partners 0.03% Add +8.2% 2,578 $271K
TFC Financial Management, Inc. 0.05% Reduce -0.1% 2,550 $268K
Ballast, Inc. 0.08% Add +0.6% 2,516 $265K
Silvercrest Asset Management Group LLC 0.00% No change 2,505 $264K
Signature Estate & Investment Advisors LLC 0.01% New 2,501 $263K
Childress Capital Advisors, LLC 0.07% Add +0.6% 2,491 $262K
QCM Cayman, Ltd. 2.80% New 2,465 $259K
Virtus Family Office LLC 0.35% Reduce -10.1% 2,464 $259K
Cypress Point Wealth Management, LLC 0.12% Add +0.4% 2,462 $259K
Elevation Point Wealth Partners, LLC 0.02% Reduce -0.7% 2,449 $258K
iA Global Asset Management Inc. 0.00% Reduce -7.6% 2,440 $257K
UMB Bank, n.a. 0.00% Add +9.5% 2,437 $256K
FFT Wealth Management LLC 0.02% New 2,433 $256K
Sand Hill Global Advisors, LLC 0.01% Reduce -2.0% 2,431 $256K
Hexagon Capital Partners LLC 0.06% Add +0.0% 2,424 $255K
Flagship Harbor Advisors, LLC 0.02% Reduce -1.3% 2,417 $254K
Scotia Capital Inc. 0.00% Add +5.6% 2,416 $254K
D'Orazio & Associates, Inc. 0.04% Add +0.8% 2,409 $254K
ORG Partners LLC 0.03% New 2,421 $253K
Haverford Trust Co 0.00% Add +2.9% 2,401 $253K
Banque Pictet & Cie SA 0.00% No change 2,400 $253K
Jefferies Financial Group Inc. 0.01% No change 2,383 $251K
Catalyst Capital Advisors LLC 0.01% Add +1033.3% 2,380 $250K
Carmichael Hill & Associates, Inc. 0.10% Reduce -29.7% 2,369 $249K
Realta Investment Advisors 0.05% Reduce -21.3% 2,369 $249K
Coldstream Capital Management Inc. 0.01% Reduce -9.9% 2,360 $248K
LGL Partners, LLC 0.04% New 2,340 $246K
First National Trust Co 0.01% Reduce -1.4% 2,336 $246K
Drive Wealth Management, LLC 0.07% Add +3.3% 2,312 $243K
Tocqueville Asset Management L.P. 0.00% New 2,310 $243K
SteelPeak Wealth, LLC 0.01% Reduce -6.7% 2,299 $242K
Encompass More Asset Management 0.17% New 2,297 $242K
Pring Turner Capital Group Inc. 0.17% No change 2,285 $240K
Stratos Investment Management, LLC 0.02% Add +1.4% 2,280 $240K
Frank, Rimerman Advisors LLC 0.02% New 2,260 $238K
Garrison Bradford & Associates Inc. 0.24% No change 2,251 $237K
Avantax Planning Partners, Inc. 0.01% Reduce -34.5% 2,218 $233K
Simon Quick Advisors, LLC 0.02% Reduce -59.5% 2,195 $231K
William Blair Investment Management, LLC 0.00% No change 2,188 $230K
MBM Wealth Consultants, LLC 0.08% No change 2,165 $229K
Brighton Jones LLC 0.01% New 2,164 $228K
Foundations Investment Advisors, LLC 0.01% Add +1.9% 2,161 $227K
Northwest & Ethical Investments L.P. 0.01% Reduce -45.6% 2,149 $226K
Beirne Wealth Consulting Services, LLC 0.09% No change 2,145 $226K
Aviance Capital Partners, LLC 0.03% No change 2,137 $225K
Concorde Asset Management, LLC 0.14% New 2,134 $225K
Mgo One Seven LLC 0.01% Reduce -39.9% 2,133 $225K
Conservest Capital Advisors, Inc. 0.02% No change 2,204 $222K
Beaton Management Co. Inc. 0.12% No change 2,100 $221K
Sentry Investment Management LLC 0.10% New 2,083 $219K
Lantz Financial LLC 0.07% Reduce -1.7% 2,076 $218K
American Capital Advisory, LLC 0.16% Reduce -27.6% 2,625 $217K
Better Money Decisions, LLC 0.16% Reduce -0.2% 2,064 $217K
Guyasuta Investment Advisors Inc. 0.02% No change 2,609 $216K
AA Financial Advisors, LLC 0.08% Reduce -1.3% 2,053 $216K
Fairview Capital Investment Management, LLC 0.01% No change 2,026 $213K
Summit Global Investments 0.02% New 2,022 $213K
V-Square Quantitative Management LLC 0.03% New 2,019 $212K
VELA Investment Management, LLC 0.07% No change 2,009 $211K
Fortis Advisors, LLC 0.15% Reduce -20.0% 2,000 $210K
Granite FO LLC 0.13% No change 2,000 $210K
Benin Management CORP 0.06% No change 2,000 $210K
Harbor Advisors LLC 0.04% No change 2,000 $210K
Wellington Shields Capital Management, LLC 0.04% No change 2,000 $210K
Aureus Asset Management, LLC 0.01% No change 2,000 $210K
Stock Yards Bank & Trust Co. 0.01% No change 2,000 $210K
Allianz SE 0.01% Reduce -18.4% 2,000 $210K
Douglass Winthrop Advisors, LLC 0.00% No change 2,000 $210K
Modera Wealth Management, LLC 0.00% New 1,983 $209K
Edge Capital Group, LLC 0.01% Reduce -21.0% 1,980 $208K
St Germain D J Co. Inc. 0.01% Reduce -0.5% 1,973 $208K
Cidel Asset Management Inc. 0.02% Reduce -12.5% 1,952 $205K
Ashton Thomas Private Wealth, LLC 0.01% New 1,945 $205K
Bridgefront Capital, LLC 0.08% Reduce -52.1% 1,912 $201K
Ballentine Partners, LLC 0.00% New 1,907 $201K
Alta Advisers Ltd 0.10% No change 1,900 $200K
MidAtlantic Capital Management, Inc. 0.17% No change 1,897 $200K
GPS Wealth Strategies Group, LLC 0.03% No change 1,891 $199K
Whittier Trust Co. of Nevada Inc. 0.01% Add +68.6% 1,855 $195K
Lynx Investment Advisory 0.14% — 1,845 $194K
Bogart Wealth, LLC 0.01% Add +5.1% 1,789 $188K
Harbor Investment Advisory, LLC 0.02% New 1,763 $186K
Webster Bank, N. A. 0.02% Reduce -0.7% 1,739 $183K
GeoWealth Management, LLC 0.01% Add +5.8% 1,708 $180K
Tower View Wealth Management LLC 0.10% Add +0.2% 1,632 $172K
Lindbrook Capital, LLC 0.02% Add +20.3% 1,586 $167K
Hoey Investments, Inc. 0.03% No change 1,569 $165K
Valley National Advisers Inc. 0.02% Add +18.9% 1,525 $160K
Covestor Ltd 0.10% Add +0.5% 1,470 $155K
Emerald Mutual Fund Advisers Trust 0.01% New 1,444 $152K
Quarry LP 0.06% Add +915.3% 1,391 $146K
Stelac Advisory Services LLC 0.06% No change 1,376 $145K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,355 $143K
Brown Brothers Harriman & Co. 0.00% No change 1,312 $138K
Rosenberg Matthew Hamilton 0.04% Reduce -4.7% 1,303 $136K
Steph & Co. 0.04% Add +1.0% 1,204 $127K
Trust Co. of Vermont 0.01% Add +20.0% 1,200 $126K
Hollencrest Capital Management 0.01% Reduce -4.0% 1,190 $125K
Parkside Financial Bank & Trust 0.02% Reduce -12.0% 1,178 $124K
Icon Wealth Advisors, LLC 0.01% New 934 $115K
Elevation Wealth Partners, LLC 0.05% No change 1,025 $108K
Quadrant Capital Group LLC 0.01% Add +2.3% 1,007 $106K
Ossiam 0.00% Reduce -99.0% 1,002 $105K
Northwest Bank & Trust Co 0.09% No change 1,000 $105K
Ramirez Asset Management, Inc. 0.02% No change 1,000 $105K
Motco 0.01% No change 1,000 $105K
Delta Asset Management LLC 0.01% No change 991 $104K
Perkins Coie Trust Co 0.02% No change 984 $104K
Sound Income Strategies, LLC 0.01% Add +0.1% 978 $103K
LRI Investments, LLC 0.01% New 919 $97K
Private Trust Co. NA 0.01% Reduce -30.1% 899 $95K
Raffa Wealth Management, LLC 0.03% No change 861 $91K
NBT Bank, N.A. 0.01% No change 860 $91K
Cornerstone Planning Group LLC 0.03% Add +6415.4% 847 $90K
Opal Wealth Advisors, LLC 0.03% New 826 $87K
Canton Hathaway, LLC 0.02% No change 800 $84K
Benjamin F. Edwards & Company, Inc. 0.00% Add +13.1% 769 $81K
WR Wealth Planners, LLC 0.02% Add +48.8% 765 $81K
Smithfield Trust Co 0.00% Reduce -9.3% 753 $80K
Tsfg, LLC 0.02% No change 726 $76K
Gen-Wealth Partners Inc 0.04% New 710 $75K
AlphaCentric Advisors LLC 0.05% New 706 $74K
Cromwell Holdings LLC 0.04% — 703 $74K
Washington Trust Advisors, Inc. 0.01% Add +9.2% 677 $71K
Bruce G. Allen Investments, LLC 0.06% Reduce -11.8% 638 $67K
West Oak Capital, LLC 0.03% Add +400.0% 625 $66K
Spectrum Wealth Counsel, LLC 0.01% No change 604 $64K
CVA Family Office, LLC 0.01% No change 575 $61K
Arcadia Investment Management Corp. 0.01% No change 568 $60K
Kings Path Partners LLC 0.03% — 556 $59K
Institutional & Family Asset Management, LLC 0.01% Add +0.2% 549 $58K
SJS Investment Consulting Inc. 0.01% No change 520 $55K
Silicon Valley Capital Partners 0.01% Add +0.2% 507 $53K
Summit Securities Group LLC 0.02% New 503 $53K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 500 $53K
Redwood Wealth Management Group, LLC 0.04% New 500 $53K
Planning Capital Management Corp 0.04% No change 500 $53K
First United Bank & Trust 0.02% No change 500 $53K
Compagnie Lombard Odier SCmA 0.00% New 500 $53K
Smartleaf Asset Management LLC 0.01% Add +1154.0% 464 $49K
Hazlett, Burt & Watson, Inc. 0.03% No change 450 $49K
SOA Wealth Advisors, LLC. 0.01% No change 453 $48K
MassMutual Private Wealth & Trust, FSB 0.00% Add +65.6% 452 $48K
Deseret Mutual Benefit Administrators 0.02% Reduce -14.3% 448 $47K
Riggs Asset Managment Co. Inc. 0.01% Add +3.5% 445 $47K
Glen Eagle Advisors, LLC 0.01% Add +24.9% 427 $45K
Western Pacific Wealth Management, LP 0.03% Add +282.0% 382 $40K
Missouri Trust & Investment Co 0.01% Reduce -15.0% 368 $39K
AdvisorNet Financial, Inc 0.00% Reduce -12.4% 367 $39K
Farmers & Merchants Investments Inc. 0.00% New 365 $38K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 360 $38K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +5.6% 357 $38K
American National Bank & Trust 0.00% Add +202.6% 351 $37K
Lanark Financial, Inc. 0.00% Add +4.8% 350 $36K
RFP Financial Group LLC 0.01% Add +14.0% 326 $34K
CGC Financial Services, LLC 0.01% No change 325 $34K
Ofi Invest Asset Management 0.00% Reduce -8.4% 339 $33K
Naples Money Management LLC 0.03% Reduce -15.5% 300 $31K
Coppell Advisory Solutions LLC 0.00% — 276 $29K
Riverview Trust Co 0.03% No change 273 $29K
Pinnacle Bancorp, Inc. 0.01% Reduce -6.3% 267 $28K
Versant Capital Management, Inc 0.01% Add +622.9% 253 $27K
Mather Group, Llc. 0.00% Add +371.4% 264 $27K
Resources Management Corp. /CT/ 0.00% No change 250 $26K
Armstrong Advisory Group, Inc. 0.00% No change 232 $24K
Compass Wealth Management LLC 0.01% No change 228 $24K
CENTRAL TRUST Co 0.00% Add +85.0% 222 $23K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 217 $23K
Quent Capital, LLC 0.00% Add +91.1% 214 $23K
Harbour Investments, Inc. 0.00% No change 209 $22K
Meeder Asset Management Inc. 0.00% Add +7.6% 199 $21K
Great Lakes Retirement, Inc. 0.00% New 193 $20K
Pathway Financial Advisers, LLC 0.01% Add +0.5% 186 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 178 $19K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +377.1% 167 $18K
Householder Group Estate & Retirement Specialist, LLC 0.00% New 160 $16K
Raleigh Capital Management Inc. 0.01% No change 150 $16K
Oakworth Capital, Inc. 0.00% No change 147 $15K
Atticus Wealth Management, LLC 0.00% No change 133 $14K
Crewe Advisors LLC 0.00% Reduce -73.3% 125 $13K
GW&K Investment Management, LLC 0.00% New 127 $13K
BOK Financial Private Wealth, Inc. 0.00% No change 116 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -56.7% 110 $12K
Cedar Wealth Management, LLC 0.00% Reduce -30.1% 109 $11K
Creative Financial Designs Inc. 0.00% No change 108 $11K
Clear Point Advisors Inc. 0.01% New 105 $11K
State of Tennessee, Department of Treasury 0.00% New 100 $11K
Empirical Asset Management, LLC 0.00% New 10,331 $10K
Sachetta, LLC 0.00% Add +273.9% 86 $10K
Concourse Financial Group Securities, Inc. 0.00% Add +95.9% 96 $10K
Beacon Capital Management, LLC 0.00% No change 86 $9K
Grove Bank & Trust 0.00% No change 84 $9K
Capital Advisors, Ltd. LLC 0.00% Reduce -6.3% 75 $8K
CoreCap Advisors, LLC 0.00% Add +800.0% 72 $8K
Colonial Trust Co / SC 0.00% Add +12.7% 71 $8K
Fairman Group, LLC 0.01% No change 66 $7K
MV Capital Management, Inc. 0.00% Add +120.7% 64 $7K
Exchange Traded Concepts, LLC 0.00% Reduce -97.7% 61 $6K
Bellevue Asset Management, LLC 0.00% Reduce -3.2% 60 $6K
Stephens Consulting, LLC 0.00% New 59 $6K
Financial Management Professionals, Inc. 0.00% No change 57 $6K
Private Wealth Management Group, LLC 0.00% Reduce -1.9% 53 $6K
Wolff Wiese Magana LLC 0.00% Add +41.7% 51 $5K
Salem Investment Counselors Inc. 0.00% No change 51 $5K
Pacific Center for Financial Services 0.00% No change 47 $5K
Park Place Capital Corp 0.00% No change 47 $5K
Bell Investment Advisors, Inc 0.00% No change 46 $5K
Redmont Wealth Advisors LLC 0.01% No change 44 $5K
Valued Wealth Advisors LLC 0.00% Add +266.7% 44 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 41 $4K
First PREMIER Bank 0.00% No change 39 $4K
PFS Partners, LLC 0.00% No change 35 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +20.0% 30 $3K
Tucker Asset Management LLC 0.00% No change 30 $3K
Highline Wealth Partners LLC 0.00% New 26 $3K
IFS Advisors, LLC 0.00% No change 25 $3K
Balefire, LLC 0.00% Add +33.3% 24 $3K
Geneos Wealth Management Inc. 0.00% No change 19 $2K
Westside Investment Management, Inc. 0.00% New 18 $2K
Aspect Partners, LLC 0.00% New 13 $1K
Core Alternative Capital 0.00% No change 12 $1K
WestEnd Advisors, LLC 0.00% New 12 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $1K
Baldwin Wealth Partners LLC 0.00% New 10 $1K
Avion Wealth 0.00% No change 14 $1K
Castleview Partners, LLC 0.00% Reduce -36.4% 7 $737
Abich Financial Wealth Management LLC 0.00% New 5 $526
Continuum Advisory, LLC 0.00% No change 5 $526
Scarborough Advisors, LLC 0.00% New 4 $421
Qube Research & Technologies Ltd 0.00% Reduce -100.0% 3 $316
Financial Network Wealth Advisors LLC 0.00% New 2 $210
Y.D. More Investments Ltd 0.00% New 360 $101
Beaird Harris Wealth Management, LLC 0.00% New 1 $54
FinTrust Capital Advisors, LLC 0.00% Add +947.1% 178 $0

"% of holder's portfolio" is KKR's weight in each manager's 13F, not the share of KKR & Co. Inc. the manager owns.