KKR & Co.KKR

13F holders, Q3 2024 (September 30)
1,171holders +104
167new positions
66sold out
15famous investors
$130.59avg. 13F price*

At the end of Q3 2024, 1,171 institutions reported holding KKR & Co. Inc. (KKR) in their 13F filings, up 104 from Q2 2024. 167 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($7.3B), BlackRock, Inc. ($5.8B) and Capital International Investors ($5.2B). 15 famous investors held it, including Chuck Akre (12.4% of Akre Capital Management's portfolio), Stephen Mandel (4.4% of Lone Pine Capital's portfolio) and Tom Gayner (1.7% of Markel Group's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions167$641.1M
Exits66$249.7M

All 13F filers, Q2 2024 → Q3 2024: 29,056,947 shares bought and 35,165,439 shares sold, net −6,108,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,171 holders

Vanguard Group Inc. 0.13% Add +1.5% 56,245,699 $7.3B
BlackRock, Inc. 0.12% — 44,151,046 $5.8B
Capital International Investors 1.00% Reduce -4.9% 39,775,853 $5.2B
State Street Corp. 0.14% Add +1.8% 26,703,762 $3.5B
Wellington Management Group LLP 0.54% Add +0.3% 23,432,827 $3.1B
JPMorgan Chase & Co. 0.22% Add +21.4% 21,105,058 $2.8B
Principal Financial Group Inc. 1.47% Reduce -5.0% 20,687,259 $2.7B
Capital World Investors 0.38% Add +1.5% 18,865,745 $2.5B
Massachusetts Financial Services Co. 0.66% Add +0.7% 16,808,390 $2.2B
Geode Capital Management, LLC 0.14% Add +2.7% 13,589,852 $1.8B
Invesco Ltd. 0.33% Add +1.5% 13,032,629 $1.7B
Akre Capital Management 12.38% Reduce -16.8% 11,393,836 $1.5B
Brown Advisory Inc. 1.85% Add +3.2% 11,256,816 $1.5B
FMR LLC 0.09% Add +1.5% 11,251,333 $1.5B
Bank of America Corp. 0.11% Add +8.5% 9,958,801 $1.3B
Norges Bank 0.17% Add +12.7% 9,425,031 $1.2B
First Manhattan Co. Llc. 3.37% Reduce -4.6% 8,692,025 $1.1B
Manufacturers Life Insurance Company, The 0.87% Reduce -8.0% 7,552,996 $986.3M
Northern Trust Corp. 0.12% Add +2.6% 5,549,940 $724.7M
Morgan Stanley 0.05% Reduce -10.0% 5,313,919 $693.9M
Legal & General Group Plc 0.16% Reduce -4.4% 4,728,486 $617.4M
Lone Pine Capital 4.41% Reduce -29.2% 4,522,730 $590.6M
Winslow Capital Management, LLC 1.97% Reduce -17.3% 4,204,224 $549.0M
Bank of New York Mellon Corp 0.10% Reduce -1.3% 3,984,638 $520.3M
Charles Schwab Investment Management Inc. 0.09% Add +1.7% 3,686,870 $481.4M
Van Lanschot Kempen Investment Management N.V. 4.82% Add +0.2% 3,620,987 $472.8M
Capital Research Global Investors 0.10% Add +0.1% 3,584,965 $468.1M
Goldman Sachs Group Inc. 0.08% Add +26.2% 3,398,630 $443.8M
Nuveen Asset Management, LLC 0.12% Add +13.9% 3,192,789 $416.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +1.4% 3,022,925 $394.7M
T. Rowe Price Investment Management, Inc. 0.22% Reduce -63.7% 2,754,287 $359.7M
Coatue Management 1.32% New 2,719,255 $355.1M
T. Rowe Price Associates Inc. 0.04% Reduce -10.3% 2,681,209 $350.1M
Barclays PLC 0.13% Add +23.0% 2,326,203 $303.8M
Wells Fargo & Company 0.07% Add +4.9% 2,293,177 $299.4M
Millennium Management 0.27% Add +759.8% 2,271,120 $296.6M
Canada Pension Plan Investment Board 0.27% Reduce -32.5% 2,163,868 $282.6M
CI Investments Inc. 0.95% Reduce -1.6% 1,904,165 $248.6M
Vulcan Value Partners, LLC 4.05% Reduce -36.6% 1,854,111 $242.1M
Viking Global Investors 0.86% Add +232.2% 1,810,751 $236.4M
Royal Bank of Canada 0.05% Add +16.6% 1,730,607 $226.0M
California Public Employees Retirement System 0.15% Add +42.4% 1,691,766 $220.9M
Bessemer Group Inc. 0.35% Add +0.2% 1,632,985 $213.2M
Citadel Advisors 0.23% Add +89.8% 1,619,991 $211.5M
1832 Asset Management L.P. 0.35% Add +955.4% 1,598,529 $208.7M
UBS Group AG 0.06% Add +11.2% 1,549,293 $202.3M
Dimensional Fund Advisors LP 0.05% Reduce -0.3% 1,548,812 $202.3M
Markel Group 1.71% No change 1,451,800 $189.6M
Amundi 0.07% Reduce -42.1% 1,407,611 $184.9M
Sumitomo Mitsui Trust Group, Inc. 0.12% Add +0.9% 1,373,317 $179.3M
Voya Investment Management LLC 0.22% Add +520.3% 1,368,056 $178.6M
Clearbridge Investments, LLC 0.14% Reduce -4.4% 1,341,638 $175.2M
Ameriprise Financial Inc. 0.04% Add +28.6% 1,335,005 $174.3M
HSBC Holdings PLC 0.11% Add +13.3% 1,336,629 $174.3M
Bank of Montreal 0.08% Reduce -8.6% 1,300,032 $171.8M
Macquarie Group Ltd. 0.18% Reduce -30.1% 1,270,921 $166.0M
Envestnet Asset Management Inc. 0.05% Add +8.5% 1,232,792 $161.0M
Sei Investments Co. 0.21% Add +11.7% 1,231,118 $160.8M
National Pension Service 0.15% Add +23.9% 1,182,777 $154.4M
Gabelli Funds LLC 1.04% Add +0.2% 1,091,843 $142.6M
Rhumbline Advisers 0.13% Reduce -1.0% 1,076,597 $140.6M
Deutsche Bank AG 0.05% Reduce -56.1% 992,671 $129.6M
California State Teachers Retirement System 0.15% Reduce -0.6% 986,921 $128.9M
Raymond James & Associates 0.08% Add +1.8% 978,885 $127.8M
Korea Investment CORP 0.30% Reduce -9.2% 978,514 $127.8M
Hudson Way Capital Management LLC 15.93% Reduce -15.4% 972,000 $126.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +8.5% 936,702 $122.3M
PointState Capital LP 3.26% Reduce -33.0% 907,398 $118.5M
Bain Capital Public Equity Management II, LLC 5.02% New 844,907 $110.3M
Frontier Capital Management Co. LLC 1.02% Reduce -2.5% 833,140 $108.8M
Ensign Peak Advisors, Inc 0.19% Reduce -11.0% 824,270 $107.6M
Holocene Advisors, LP 0.43% Reduce -30.0% 824,070 $107.6M
Franklin Resources Inc. 0.03% Reduce -23.0% 766,592 $105.8M
Harris Associates (Oakmark Funds) 0.17% Reduce -31.6% 806,502 $105.3M
New York State Common Retirement Fund 0.14% Reduce -4.0% 796,794 $104.0M
BNP Paribas Financial Markets 0.10% Add +16.5% 765,864 $100.0M
Alliancebernstein L.P. 0.03% Add +9.9% 724,708 $94.6M
Citigroup Inc. 0.09% Reduce -13.9% 706,131 $92.2M
Enstar Group LTD 23.05% No change 686,908 $89.7M
Adage Capital Partners Gp, L.L.C. 0.15% Reduce -16.7% 660,700 $86.3M
State Board of Administration of Florida Retirement System 0.15% Add +0.3% 621,125 $81.1M
Zurich Insurance Group Ltd 0.64% Reduce -24.5% 582,147 $76.0M
Atalanta Sosnoff Capital, LLC 1.63% Add +42.3% 581,125 $75.9M
Natixis Advisors, LLC 0.15% Add +14.3% 571,089 $74.6M
Mariner, LLC 0.13% Reduce -3.5% 557,087 $72.7M
Partners Group Holding AG 4.68% Reduce -9.9% 556,160 $72.6M
Assenagon Asset Management S.A. 0.15% Add +3757.3% 552,907 $72.2M
Allspring Global Investments Holdings, LLC 0.11% Add +1181.9% 544,017 $71.0M
CANADA LIFE ASSURANCE Co 0.12% Add +2.7% 538,097 $70.4M
Alyeska Investment Group, L.P. 0.35% Reduce -36.3% 529,804 $69.2M
National Bank of Canada 0.09% Add +8.5% 527,854 $68.9M
LPL Financial LLC 0.03% Add +30.1% 514,883 $67.2M
National Philanthropic Trust 1.15% Reduce -8.0% 485,565 $63.4M
New York State Teachers Retirement System 0.13% Add +1.7% 482,275 $63.0M
LGT Capital Partners LTD. 2.12% Reduce -14.1% 466,200 $60.9M
Border to Coast Pensions Partnership Ltd 1.18% No change 445,000 $57.9M
STRS Ohio 0.22% Reduce -0.8% 443,445 $57.9M
Prudential Financial Inc. 0.08% Reduce -54.8% 438,089 $57.2M
Storebrand Asset Management As 0.17% Add +36.9% 418,519 $54.7M
State of Wisconsin Investment Board 0.13% Reduce -0.2% 402,447 $52.6M
Lord, Abbett & Co. LLC 0.16% Reduce -55.5% 387,971 $50.7M
Focus Partners Wealth 0.16% Add +4.1% 379,888 $49.6M
GAMCO Investors 0.50% Reduce -5.2% 374,939 $49.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Add +677.8% 374,822 $48.9M
Chevy Chase Trust Holdings, LLC 0.15% Reduce -0.5% 364,107 $47.5M
Meitav Investment House Ltd. 0.79% Reduce -25.0% 360,276 $47.0M
TD Asset Management Inc 0.04% Reduce -28.3% 353,972 $46.8M
Sapient Capital LLC 0.94% Add +0.7% 358,132 $46.8M
River Road Asset Management, LLC 0.58% Add +112.3% 341,556 $44.6M
Private Capital Management, LLC 4.85% Reduce -18.3% 338,847 $44.2M
Stifel Financial Corp. 0.05% Add +12.6% 337,657 $44.1M
Samlyn Capital, LLC 0.68% Reduce -3.0% 319,629 $41.7M
Federated Hermes, Inc. 0.09% Add +13.7% 316,400 $41.3M
Capital International, Inc. 0.52% Reduce -0.9% 314,473 $41.1M
Bahl & Gaynor LLC 0.21% Add +24.6% 309,075 $40.4M
Governors Lane LP 6.48% Reduce -12.8% 308,400 $40.3M
Neuberger Berman Group LLC 0.03% Reduce -5.2% 307,444 $40.1M
DE Burlo Group Inc. 4.85% No change 301,500 $39.4M
Public Employees Retirement System of Ohio 0.17% Reduce -0.8% 300,368 $39.2M
Bollard Group LLC 1.04% Reduce -1.0% 300,074 $39.2M
First Trust Advisors LP 0.04% Reduce -7.4% 296,761 $38.8M
Susquehanna International Group, LLP 0.07% Reduce -7.6% 295,904 $38.6M
Junto Capital Management LP 0.87% Reduce -56.4% 295,074 $38.5M
Treasurer of the State of North Carolina 0.15% Add +0.4% 294,411 $38.4M
Rockefeller Capital Management L.P. 0.10% Reduce -2.3% 294,010 $38.4M
Pictet Asset Management Holding SA 0.04% Add +4.7% 283,561 $37.0M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -3.0% 282,328 $36.9M
Greenhaven Road Investment Management, L.P. 15.48% Reduce -13.1% 278,700 $36.4M
Ariel Investments 0.37% Reduce -13.6% 277,788 $36.3M
Royal London Asset Management Ltd. 0.09% Add +3.8% 270,540 $35.3M
Renaissance Group LLC 1.44% New 268,040 $35.0M
United Capital Financial Advisors, LLC 0.28% Reduce -2.9% 264,772 $34.6M
Adell Harriman & Carpenter Inc. 2.49% Add +1.1% 262,235 $34.2M
State of Tennessee, Department of Treasury 0.12% Add +259698.0% 259,798 $33.9M
XN LP 1.44% No change 258,936 $33.8M
Aberdeen Group plc 0.06% Add +12.6% 258,077 $33.7M
TCW Group Inc. 0.29% Add +122.0% 251,928 $32.9M
Asset Management One Co., Ltd. 0.11% Add +2.9% 246,238 $32.2M
Handelsbanken Fonder AB 0.13% Reduce -2.0% 242,490 $31.7M
Victory Capital Management Inc. 0.03% Add +1.2% 234,181 $30.6M
Performance Wealth Partners, LLC 1.05% Add +5.2% 233,182 $30.4M
Rafferty Asset Management, LLC 0.10% Reduce -1.3% 231,162 $30.2M
BBR Partners, LLC 2.30% No change 231,047 $30.2M
State of New Jersey Common Pension Fund D 0.12% Reduce -0.9% 230,983 $30.2M
Nomura Asset Management Co. Ltd. 0.09% Add +3.9% 229,226 $29.9M
Delta Global Management LP 2.00% Add +324.4% 227,998 $29.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +3.3% 226,391 $29.6M
Worldquant Millennium Advisors LLC 0.22% Reduce -5.4% 225,759 $29.5M
Skandinaviska Enskilda Banken AB (publ) 0.13% Reduce -3.4% 221,524 $28.9M
Toronto Dominion Bank 0.05% Reduce -22.4% 219,677 $28.7M
Steadfast Capital Management LP 0.65% Add +406.1% 215,100 $28.1M
Blacksheep Fund Management Ltd 25.30% Reduce -41.8% 210,364 $27.5M
Candriam S.C.A. 0.16% Add +25.2% 210,253 $27.5M
Factory Mutual Insurance Co. 0.28% Add +23.5% 210,000 $27.4M
Caldwell Investment Management Ltd. 19.12% Add +3.3% 206,500 $27.3M
Oppenheimer & Co. Inc. 0.41% Reduce -2.4% 203,825 $26.6M
PNC Financial Services Group, Inc. 0.02% Add +11.9% 203,294 $26.5M
Zuckerman Investment Group, LLC 2.72% Reduce -0.0% 202,558 $26.5M
Point72 Europe (London) LLP 2.20% Add +77.8% 199,449 $26.0M
DNB Asset Management AS 0.12% Reduce -1.3% 196,431 $25.6M
Forsta Ap-Fonden 0.20% Add +8.4% 194,900 $25.5M
Cerity Partners LLC 0.05% Add +4.6% 189,960 $24.8M
Resona Asset Management Co.,Ltd. 0.14% Reduce -1.2% 187,690 $24.5M
Danske Bank A/S 0.08% Add +8.4% 186,256 $24.3M
MetLife Investment Management, LLC 0.14% Reduce -1.3% 184,184 $24.1M
State of Michigan Retirement System 0.12% Add +0.8% 183,700 $24.0M
Tiaa Trust, National Association 0.07% Add +12.0% 180,922 $23.6M
Arizona State Retirement System 0.15% Reduce -0.8% 178,107 $23.3M
Allianz Asset Management GmbH 0.04% Reduce -7.0% 175,524 $22.9M
Picton Mahoney Asset Management 0.88% Add +100.9% 174,848 $22.8M
Varma Mutual Pension Insurance Co 0.18% Reduce -4.5% 162,027 $22.4M
UniSuper Management Pty Ltd 0.17% Reduce -1.8% 169,878 $22.2M
Corebridge Financial, Inc. 0.12% Reduce -2.2% 166,810 $21.8M
Punch & Associates Investment Management, Inc. 1.20% Reduce -0.1% 165,879 $21.7M
Levin Capital Strategies, L.P. 2.08% Reduce -0.4% 164,994 $21.5M
Badgley Phelps Wealth Managers, LLC 0.50% Add +1.7% 164,267 $21.4M
Jackson Hill Advisors, LLC 10.63% Reduce -15.8% 160,000 $20.9M
Aviva PLC 0.05% Add +2.0% 153,992 $20.1M
Cullen/Frost Bankers, Inc. 0.27% Add +7.1% 152,093 $19.9M
Crescent Park Management, L.P. 8.58% Reduce -5.3% 150,253 $19.6M
Retirement Systems of Alabama 0.07% Add +0.5% 147,493 $19.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Add +0.4% 146,816 $19.2M
Russell Investments Group, Ltd. 0.03% Add +49.2% 145,777 $19.1M
Northeast Financial Consultants Inc 0.83% Reduce -0.3% 145,950 $19.1M
North Star Investment Management Corp. 1.30% Reduce -4.8% 143,576 $18.7M
Stephens Inc. 0.27% Add +4.4% 143,039 $18.7M
City of London Investment Management Co. Ltd. 1.57% Add +0.7% 138,432 $18.1M
Czech National Bank 0.18% Add +8.4% 137,387 $17.9M
KBC Group NV 0.05% Add +199.9% 137,267 $17.9M
Amalgamated Bank 0.15% Reduce -1.6% 135,158 $17.6M
FineMark National Bank & Trust 0.61% Reduce -0.7% 133,982 $17.5M
Captrust Financial Advisors 0.05% Reduce -2.3% 132,181 $17.3M
USS Investment Management Ltd 0.13% Reduce -4.4% 131,237 $17.1M
SOL Capital Management CO 1.90% Add +0.0% 130,777 $17.1M
ProShare Advisors LLC 0.04% Reduce -4.1% 129,631 $16.9M
Cibc World Markets Corp. 0.12% Add +1.9% 127,516 $16.7M
Calamos Advisors LLC 0.12% Add +1.2% 127,172 $16.6M
Capital Group Private Client Services, Inc. 0.16% Reduce -1.8% 126,188 $16.5M
GoodHaven Capital Management, LLC 5.50% No change 125,265 $16.4M
IFM Investors Pty Ltd 0.15% Reduce -0.6% 121,865 $15.9M
Private Wealth Partners, LLC 1.27% Add +0.6% 121,675 $15.9M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -0.1% 119,688 $15.6M
Baron Capital (BAMCO) 0.04% Add +1494.0% 117,954 $15.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.28% No change 117,747 $15.4M
Public Sector Pension Investment Board 0.08% Add +4.3% 117,700 $15.4M
Partners Capital Investment Group, LLP 0.25% Reduce -5.2% 117,451 $15.3M
Buffington Mohr McNeal 2.52% Add +1.0% 117,138 $15.3M
Federation des caisses Desjardins du Quebec 0.08% Reduce -0.2% 116,643 $15.2M
Cookson Peirce & Co. Inc. 0.71% Reduce -0.4% 116,547 $15.2M
Whittier Trust Co. 0.20% Add +3978.8% 115,592 $15.1M
Engle Capital Management, L.P. 4.37% Reduce -40.1% 113,779 $14.9M
Sanctuary Advisors, LLC 0.09% Add +31.1% 92,741 $14.7M
Jane Street Group, LLC 0.02% Reduce -96.7% 112,550 $14.7M
Matthew 25 Management Corp 4.93% Reduce -11.8% 112,500 $14.7M
Utah Retirement Systems 0.16% Add +0.4% 111,400 $14.5M
Balyasny Asset Management L.P. 0.04% Add +926.9% 109,761 $14.3M
Comerica Bank 0.06% Add +1.5% 108,863 $14.2M
Xponance LLC 0.14% Add +1.4% 107,372 $14.0M
Oddo BHF Asset Management Sas 0.70% — 106,963 $14.0M
Lountzis Asset Management, LLC 5.80% Reduce -0.1% 106,822 $13.9M
Janney Montgomery Scott LLC 0.04% Add +4.7% 106,488 $13.9M
American Century Companies Inc. 0.01% Add +0.3% 105,386 $13.8M
CIBC Asset Management Inc 0.04% Add +9.0% 104,399 $13.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Reduce -12.6% 103,657 $13.5M
Cetera Investment Advisers 0.03% Add +15.2% 102,686 $13.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.05% Reduce -37.3% 102,516 $13.4M
Chickasaw Capital Management LLC 0.57% No change 102,263 $13.4M
APG Asset Management N.V. 0.09% Reduce -92.9% 112,006 $13.1M
Robeco Institutional Asset Management B.V. 0.03% Reduce -66.1% 100,270 $13.1M
New York Life Investment Management LLC 0.13% Add +35.1% 99,846 $13.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% — 99,775 $13.0M
Cambridge Investment Research Advisors, Inc. 0.04% Add +2.7% 99,743 $13.0M
Raymond James Financial Services Advisors, Inc. 0.02% Add +83.0% 99,594 $13.0M
EverSource Wealth Advisors, LLC 0.81% Reduce -1.1% 98,342 $12.8M
Lavaca Capital LLC 5.97% No change 95,500 $12.5M
Jennison Associates LLC 0.01% Reduce -7.0% 93,749 $12.2M
Janus Henderson Group PLC 0.01% Reduce -24.1% 93,353 $12.2M
Mirador Capital Partners LP 2.19% Reduce -1.0% 93,093 $12.2M
Basswood Capital Management, L.L.C. 0.63% No change 92,926 $12.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.34% Add +2.6% 92,743 $12.1M
Osaic Holdings, Inc. 0.03% Reduce -5.3% 89,502 $11.7M
Commonwealth Equity Services, LLC 0.02% Reduce -32.9% 88,926 $11.6M
Truist Financial Corp. 0.02% Reduce -5.2% 87,416 $11.4M
Marsico Capital Management LLC 0.32% No change 86,657 $11.3M
Texas Yale Capital Corp. 0.49% Add +0.2% 86,239 $11.3M
Assetmark, Inc. 0.03% Reduce -12.0% 85,384 $11.1M
Campbell Capital Management Inc. 4.42% Add +0.4% 85,367 $11.1M
HighTower Advisors, LLC 0.02% Add +19.2% 85,451 $11.1M
Public Employees Retirement Association of Colorado 0.04% Add +0.1% 84,776 $11.1M
Palisade Capital Management, LP 0.33% Reduce -3.8% 83,758 $10.9M
Mutual of America Capital Management LLC 0.11% Reduce -0.9% 83,050 $10.8M
Covey Capital Advisors, LLC 11.92% Reduce -1.2% 82,670 $10.8M
Polar Capital Holdings Plc 0.05% No change 82,380 $10.8M
Point72 (DIFC) Ltd 0.83% New 82,100 $10.7M
Lido Advisors, LLC 0.08% Add +914.7% 82,036 $10.7M
Community Trust & Investment Co. 0.68% Add +2.6% 81,916 $10.7M
B & T Capital Management DBA Alpha Capital Management 2.00% Reduce -6.9% 81,656 $10.7M
Bank of Nova Scotia 0.02% Reduce -47.5% 80,696 $10.5M
Daiwa Securities Group Inc. 0.05% Add +12.4% 79,213 $10.3M
State of Alaska, Department of Revenue 0.11% Add +8.2% 78,340 $10.2M
Nissay Asset Management Corp. /Japan 0.06% Add +3.1% 77,241 $10.1M
Financial Counselors Inc. 0.15% Add +0.1% 76,302 $10.0M
Jupiter Asset Management Ltd. 0.09% Add +35.3% 75,660 $9.9M
Unisphere Establishment 0.09% Add +20.2% 74,500 $9.7M
Yousif Capital Management, LLC 0.10% Reduce -0.7% 72,863 $9.5M
Swedbank AB 0.01% Add +10.6% 72,374 $9.5M
MML Investors Services, LLC 0.03% Add +8.5% 70,413 $9.2M
Hudson Bay Capital Management LP 0.07% New 70,000 $9.1M
Creative Planning 0.01% Add +14.9% 69,127 $9.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.10% Add +6.7% 67,855 $8.9M
Schroder Investment Management Group 0.01% Add +15.2% 67,021 $8.9M
Nisa Investment Advisors, LLC 0.05% Add +18.0% 67,627 $8.8M
Osborne Partners Capital Management, LLC 0.49% Reduce -6.7% 66,822 $8.7M
Kestra Advisory Services, LLC 0.05% Reduce -6.0% 66,326 $8.7M
Triangle Securities Wealth Management 2.23% Reduce -5.5% 65,939 $8.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +25.7% 64,977 $8.5M
Waratah Capital Advisors Ltd. 0.50% Reduce -57.9% 64,063 $8.4M
Beach Investment Counsel Inc. 1.02% No change 63,400 $8.3M
Orion Porfolio Solutions, LLC 0.08% Add +13.3% 63,379 $8.3M
Orion Portfolio Solutions, LLC 0.08% Add +13.3% 63,379 $8.3M
Sterling Investment Advisors, Ltd. 2.09% Reduce -6.0% 63,263 $8.3M
Mackenzie Financial Corp. 0.01% Add +0.8% 62,845 $8.2M
Pathstone Holdings, LLC 0.04% Add +12.4% 62,125 $8.1M
Beck Mack & Oliver LLC 0.16% No change 61,566 $8.0M
Empowered Funds, LLC 0.12% Reduce -1.9% 60,730 $7.9M
Menlo Advisors LLC 4.07% Reduce -19.2% 60,570 $7.9M
Corient Private Wealth LP 0.01% Reduce -58.4% 59,925 $7.8M
Marvin & Palmer Associates Inc. 6.56% Add +42.9% 59,925 $7.8M
Atria Wealth Solutions, Inc. 0.08% Reduce -43.4% 59,562 $7.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +8.9% 57,886 $7.6M
Oregon Public Employees Retirement Fund 0.14% Add +1.0% 57,690 $7.5M
Equitable Trust Co. 0.48% Reduce -43.4% 57,497 $7.5M
Grand Jean Capital Management Inc. 1.66% Add +1.5% 56,832 $7.4M
Tidal Investments LLC 0.08% Add +12.1% 55,102 $7.2M
Heron Bay Capital Management 1.51% Reduce -3.6% 55,049 $7.2M
Elo Mutual Pension Insurance Co 0.15% Add +0.9% 54,834 $7.2M
ArrowMark Colorado Holdings LLC 0.09% No change 54,400 $7.1M
Old Well Partners, LLC 15.26% Reduce -9.2% 54,123 $7.1M
Nordea Investment Management AB 0.01% Add +13.8% 53,841 $7.0M
Credit Agricole S A 0.04% Add +202.8% 53,657 $7.0M
OPTIMAS CAPITAL Ltd 6.64% New 53,645 $7.0M
Coastal Bridge Advisors, LLC 1.72% Reduce -7.1% 53,240 $7.0M
UMB Bank, n.a. 0.11% Add +2082.8% 53,194 $6.9M
B. Metzler seel. Sohn & Co. Holding AG 0.07% — 52,923 $6.9M
B. Metzler seel. Sohn & Co. AG 0.07% Add +53.3% 52,923 $6.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -4.1% 50,999 $6.7M
US Bancorp \de 0.01% Add +9.4% 50,816 $6.6M
Waterfront Wealth Inc. 1.61% Reduce -0.3% 47,045 $6.6M
Pacer Advisors, Inc. 0.01% Add +5.6% 50,023 $6.5M
TRB Advisors LP 1.20% No change 50,000 $6.5M
Whittier Trust Co. of Nevada Inc. 0.17% Add +2586.3% 49,830 $6.5M
Pinnbrook Capital Management LP 1.97% Add +10.3% 49,821 $6.5M
Gateway Investment Advisers LLC 0.07% Reduce -50.3% 49,619 $6.5M
Castleark Management LLC 0.26% New 49,570 $6.5M
Cresset Asset Management, LLC 0.03% Add +14.9% 49,506 $6.5M
Strategic Blueprint, LLC 0.40% Add +0.2% 49,415 $6.5M
AQR Capital Management 0.01% Add +54.0% 49,214 $6.4M
Gulf International Bank (UK) Ltd 0.16% Reduce -2.9% 48,765 $6.4M
AE Wealth Management LLC 0.06% New 48,519 $6.3M
Patton Fund Management, Inc. 1.30% New 48,229 $6.3M
NewEdge Advisors, LLC 0.04% Add +556.0% 48,027 $6.3M
WMS Partners, LLC 0.35% New 47,468 $6.2M
Guggenheim Capital LLC 0.04% Add +71.9% 47,379 $6.2M
Kentucky Retirement Systems 0.18% Reduce -6.3% 46,984 $6.1M
BI Asset Management Fondsmaeglerselskab A/S 0.11% Add +27.7% 46,850 $6.1M
O'ROURKE & COMPANY, Inc 2.99% Add +1.5% 45,813 $6.0M
Pinnacle Financial Partners Inc 0.12% Add +0.5% 45,580 $6.0M
Samjo Management, LLC 2.04% Reduce -0.8% 45,335 $5.9M
Atria Investments, Inc 0.07% Add +10.3% 45,329 $5.9M
Staley Capital Advisers Inc. 0.26% No change 45,000 $5.9M
Jessup Wealth Management, Inc 2.69% Add +0.1% 44,848 $5.9M
Gotham Asset Management 0.06% Add +5.4% 44,219 $5.8M
Mizuho Securities USA LLC 0.12% Reduce -14.8% 43,733 $5.7M
Sierra Capital LLC 0.67% Add +96.0% 43,158 $5.6M
Hartford Investment Management Co. 0.18% Reduce -0.4% 42,530 $5.6M
Cacti Asset Management LLC 0.41% No change 41,630 $5.5M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.37% No change 41,863 $5.5M
Jackson Square Partners, LLC 0.47% Reduce -26.9% 41,575 $5.4M
Alps Advisors Inc. 0.04% Reduce -11.5% 41,400 $5.4M
IFP Advisors, Inc 0.19% Add +9.9% 40,867 $5.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.1% 40,294 $5.3M
First Trust Investment Solutions L.P. 0.59% New 40,267 $5.3M
Metavasi Capital LP 2.74% Reduce -29.9% 40,000 $5.2M
Walleye Capital LLC 0.06% Reduce -30.8% 39,939 $5.2M
Bleakley Financial Group, LLC 0.16% Add +42.8% 39,724 $5.2M
Maryland State Retirement & Pension System 0.11% Reduce -26.0% 38,838 $5.1M
OMERS ADMINISTRATION Corp 0.05% Reduce -2.8% 38,711 $5.1M
TD Private Client Wealth LLC 0.14% Add +5.5% 38,287 $5.0M
Fifth Third Bancorp 0.02% Add +18.1% 38,181 $5.0M
Louisiana State Employees Retirement System 0.09% Add +0.8% 38,000 $5.0M
Rothschild Investment LLC 0.32% Reduce -0.1% 37,768 $4.9M
Rakuten Investment Management, Inc. 0.03% Add +34.4% 37,241 $4.9M
Securian Asset Management, Inc. 0.14% Reduce -2.7% 37,240 $4.9M
TrinityBridge Ltd 0.15% Reduce -0.1% 36,615 $4.8M
Curbstone Financial Management Corp 1.02% Reduce -1.5% 36,358 $4.7M
SG Americas Securities, LLC 0.02% Reduce -62.8% 36,295 $4.7M
Cinctive Capital Management LP 0.27% New 36,186 $4.7M
Mesirow Financial Investment Management, Inc. 0.09% Reduce -2.1% 35,918 $4.7M
Natixis 0.03% Reduce -67.4% 35,828 $4.7M
Advisors Asset Management, Inc. 0.09% Add +9.5% 35,455 $4.6M
Steward Partners Investment Advisory, LLC 0.04% Add +15.9% 35,071 $4.6M
Cibc World Market Inc. 0.01% Reduce -69.0% 34,874 $4.6M
Sabal Trust CO 0.25% No change 34,684 $4.5M
Jamison Private Wealth Management, Inc. 0.69% Reduce -0.1% 34,556 $4.5M
O'shaughnessy Asset Management, LLC 0.04% Add +34.2% 33,046 $4.5M
Avitas Wealth Management LLC 0.63% Reduce -1.0% 34,128 $4.5M
Maltese Capital Management LLC 0.73% Add +93.2% 34,000 $4.4M
Concentric Capital Strategies, LP 0.28% Reduce -37.6% 33,516 $4.4M
PenderFund Capital Management Ltd. 2.26% Reduce -21.3% 24,720 $4.4M
Larson Financial Group LLC 0.25% Add +2.8% 33,272 $4.3M
Capital Analysts, LLC 0.18% Add +0.1% 32,933 $4.3M
Kingswood Wealth Advisors, LLC 0.31% Add +5.8% 32,866 $4.3M
Ingalls & Snyder LLC 0.17% No change 32,805 $4.3M
Guardian Wealth Management, Inc. 3.01% Reduce -0.2% 32,681 $4.3M
New Mexico Educational Retirement Board 0.14% Reduce -3.3% 32,500 $4.2M
Richard Bernstein Advisors LLC 0.09% No change 31,626 $4.1M
Edmond DE Rothschild Holding S.A. 0.07% Add +5.3% 31,547 $4.1M
PEAK6 Investments LLC 0.21% New 31,405 $4.1M
Proficio Capital Partners LLC 0.40% Reduce -0.5% 30,954 $4.0M
Sit Investment Associates Inc. 0.09% Reduce -19.4% 30,865 $4.0M
AXA S.A. 0.01% Add +96.8% 29,999 $3.9M
Tower Research Capital LLC (TRC) 0.10% Reduce -64.5% 29,577 $3.9M
Two Sigma Investments, LP 0.01% Add +0.1% 29,324 $3.8M
Coronation Fund Managers Ltd. 0.21% Reduce -46.3% 29,258 $3.8M
M&T Bank Corp 0.01% Reduce -0.2% 28,983 $3.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +8.3% 28,841 $3.8M
Metis Global Partners, LLC 0.12% Add +4.5% 28,603 $3.7M
Teton Advisors, Inc. 1.70% Reduce -29.3% 28,300 $3.7M
Allen Investment Management, LLC 0.04% New 28,101 $3.7M
Siemens Fonds Invest GmbH 0.29% Add +2.8% 27,978 $3.7M
Accuvest Global Advisors 3.13% Reduce -20.9% 27,900 $3.6M
Rational Advisors, Inc. 0.36% Reduce -12.5% 27,900 $3.6M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -84.6% 27,561 $3.6M
&partners 0.07% Add +249.2% 26,453 $3.6M
Wealthfront Advisers LLC 0.01% Add +19.9% 27,110 $3.5M
Iridian Asset Management LLC 0.76% Reduce -32.6% 27,084 $3.5M
Crossmark Global Holdings, Inc. 0.06% Add +0.5% 26,780 $3.5M
CenterBook Partners LP 0.21% New 26,587 $3.5M
Barr E S & Co. 0.22% Reduce -2.0% 26,575 $3.5M
Thrivent Financial for Lutherans 0.01% Reduce -61.5% 26,463 $3.5M
TD Waterhouse Canada Inc. 0.03% Reduce -3.5% 26,438 $3.4M
Chicago Partners Investment Group LLC 0.12% Reduce -16.0% 24,752 $3.4M
Baird Financial Group, Inc. 0.01% Add +1.2% 25,945 $3.4M
Blair William & Co. 0.01% Add +6.0% 25,823 $3.4M
Rathbones Group PLC 0.02% Reduce -11.1% 25,640 $3.3M
CFM Wealth Partners LLC 0.58% Add +18.3% 25,626 $3.3M
Fortitude Family Office, LLC 1.33% No change 25,616 $3.3M
Bridgewater Associates 0.02% Reduce -26.0% 25,610 $3.3M
NEOS Investment Management LLC 0.10% Add +23.6% 25,562 $3.3M
SpiderRock Advisors, LLC 0.07% New 25,416 $3.3M
FIL Ltd 0.00% Add +91.3% 25,274 $3.3M
Quantinno Capital Management LP 0.04% Add +110.8% 25,269 $3.3M
Lazard Asset Management LLC 0.00% Add +143.8% 25,086 $3.3M
Wesbanco Bank Inc. 0.11% Reduce -1.6% 24,697 $3.2M
Checchi Capital Advisers, LLC 0.24% Add +0.9% 24,538 $3.2M
Principal Securities, Inc. 0.08% Reduce -1.3% 24,473 $3.2M
Procyon Advisors, LLC 0.22% Reduce -6.7% 24,329 $3.2M
Norinchukin Bank, The 0.07% Add +9.7% 24,304 $3.2M
Regions Financial Corp. 0.02% Reduce -2.9% 24,290 $3.2M
Swiss Life Asset Management Ltd 0.04% Reduce -18.1% 24,261 $3.2M
Mercer Global Advisors Inc. 0.01% Reduce -1.2% 24,353 $3.2M
Denali Advisors LLC 0.34% New 24,019 $3.1M
Hamilton Capital Partners Inc. 0.27% Add +466.6% 23,797 $3.1M
Citizens Financial Group Inc. 0.06% Reduce -1.3% 23,662 $3.1M
QRG Capital Management, Inc. 0.03% Add +14.7% 23,575 $3.1M
Fairfax Financial Holdings 0.28% No change 23,500 $3.1M
Vinva Investment Management Ltd 0.13% Add +5.5% 22,875 $3.0M
HBK Sorce Advisory LLC 0.09% Reduce -0.9% 22,822 $3.0M
Clearstead Advisors, LLC 0.05% Add +0.8% 22,764 $3.0M
Southeast Asset Advisors, LLC 0.32% No change 22,357 $2.9M
Coastline Trust Co 0.34% Add +61.8% 22,200 $2.9M
Bray Capital Advisors 0.70% No change 21,920 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.07% Add +0.9% 21,376 $2.8M
Tredje AP-fonden 0.03% No change 21,355 $2.8M
Waverly Advisors, LLC 0.05% Reduce -2.2% 21,298 $2.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +6.2% 21,256 $2.8M
Investment Management Corp of Ontario 0.06% Add +50.1% 20,684 $2.7M
Lee Danner & Bass Inc. 0.19% Add +7.4% 20,596 $2.7M
Mission Wealth Management, LP 0.07% Add +0.9% 20,589 $2.7M
Wilmington Savings Fund Society, FSB 0.05% New 20,566 $2.7M
ING Groep NV 0.02% Reduce -75.2% 20,432 $2.7M
World Investment Advisors 0.08% Add +17.1% 20,196 $2.6M
Cobalt Capital Management, Inc. 1.16% Reduce -79.0% 20,000 $2.6M
Daiichi Life Insurance Co., Ltd. 0.07% Add +33.4% 19,984 $2.6M
Kentucky Retirement Systems Insurance Trust Fund 0.18% Reduce -7.0% 19,968 $2.6M
Choreo, LLC 0.04% Add +5.0% 19,874 $2.6M
Fort Pitt Capital Group, LLC 0.07% Add +59.8% 19,746 $2.6M
Wedbush Securities Inc. 0.10% Reduce -3.3% 19,605 $2.6M
Zacks Investment Management 0.02% Reduce -1.5% 19,562 $2.6M
CIBC Private Wealth Group LLC 0.00% Reduce -0.3% 19,556 $2.6M
Connable Office Inc. 0.25% Add +0.4% 19,311 $2.5M
Avantax Advisory Services, Inc. 0.02% Add +52.9% 19,179 $2.5M
Royce & Associates LP 0.02% Reduce -40.6% 19,138 $2.5M
Stonehage Fleming Financial Services Holdings Ltd 0.06% Reduce -0.3% 18,718 $2.4M
Seven Post Investment Office LP 0.37% No change 18,700 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.11% Add +5.1% 18,643 $2.4M
Camarda Financial Advisors, LLC 0.91% New 18,514 $2.4M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -8.5% 18,489 $2.4M
Van Eck Associates Corp. 0.00% Add +4.3% 17,166 $2.4M
Squarepoint Ops LLC 0.01% Reduce -76.4% 18,157 $2.4M
Central Pacific Bank - Trust Division 0.31% Add +105.6% 18,039 $2.4M
Ar Asset Management Inc. 0.53% No change 18,000 $2.4M
XTX Topco Ltd 0.17% Reduce -39.5% 17,918 $2.3M
Integrated Advisors Network LLC 0.11% Reduce -12.8% 17,797 $2.3M
Franklin Street Advisors Inc. 0.15% No change 17,547 $2.3M
Next Capital Management LLC 0.93% Reduce -0.6% 17,387 $2.3M
NorthCoast Asset Management LLC 0.02% Reduce -26.0% 19,874 $2.3M
Napa Wealth Management 1.06% New 17,204 $2.2M
J.W. Cole Advisors, Inc. 0.09% Add +6.0% 17,198 $2.2M
LB Partners LLC 1.94% No change 17,100 $2.2M
Private Advisor Group, LLC 0.01% Add +16.4% 17,089 $2.2M
United Asset Strategies, Inc. 0.21% Reduce -6.2% 17,079 $2.2M
AlTi Global, Inc. 0.05% Reduce -3.8% 16,970 $2.2M
Oxford Financial Group, LTD. LLC 0.14% Reduce -26.5% 16,676 $2.2M
Cross Staff Investments Inc 1.67% Reduce -11.8% 16,544 $2.2M
Arkadios Wealth Advisors 0.12% Add +316.7% 16,463 $2.1M
Oppenheimer Asset Management Inc. 0.03% Add +45.6% 16,358 $2.1M
Ieq Capital, LLC 0.03% Add +107.0% 16,120 $2.1M
Essex Financial Services, Inc. 0.15% Reduce -6.8% 14,965 $2.1M
Fulton Bank, N.A. 0.08% Add +1.6% 15,881 $2.1M
Bradley Foster & Sargent Inc. 0.03% Add +25.6% 15,822 $2.1M
Park Avenue Securities LLC 0.02% Add +6.7% 15,810 $2.1M
Lansing Street Advisors 0.76% Add +0.3% 15,724 $2.1M
Vontobel Holding Ltd. 0.01% Add +122.1% 15,523 $2.0M
Grandeur Peak Global Advisors, LLC 0.17% Add +10.6% 15,499 $2.0M
United Services Automobile Association 0.05% New 15,494 $2.0M
Louisbourg Investments Inc. 0.51% Reduce -1.6% 18,297 $2.0M
RiverPark Advisors, LLC 1.62% Reduce -21.6% 15,205 $2.0M
OneDigital Investment Advisors LLC 0.02% Add +42.1% 15,136 $2.0M
NewEdge Wealth, LLC 0.04% Add +18.7% 14,947 $2.0M
Atlas Capital Advisors Inc. 0.30% Add +6.8% 14,898 $1.9M
Yelin Lapidot Holdings Management Ltd. 0.32% No change 14,827 $1.9M
Level Four Advisory Services, LLC 0.08% Reduce -1.2% 13,963 $1.9M
Dakota Wealth Management 0.04% Add +6.8% 14,743 $1.9M
Raymond James Trust N.A. 0.04% Reduce -0.5% 14,714 $1.9M
Sequoia Financial Advisors, LLC 0.02% Add +7.4% 14,604 $1.9M
Zimmermann Investment Management & Planning LLC 0.58% Add +10.7% 14,552 $1.9M
Advisor OS, LLC 0.19% Add +3.4% 14,546 $1.9M
Moody National Bank Trust Division 0.20% Reduce -27.7% 14,413 $1.9M
Walter & Keenan Wealth Management LLC /in/ 0.57% Add +0.1% 14,336 $1.9M
Avalon Trust Co 0.14% Reduce -29.6% 14,284 $1.9M
IHT Wealth Management, LLC 0.05% Add +11.8% 14,168 $1.8M
Nomura Holdings Inc. 0.01% New 14,132 $1.8M
Mosaic Financial Group, LLC 1.30% No change 14,000 $1.8M
Commerce Bank 0.01% Add +7.5% 13,951 $1.8M
River Global Investors LLP 0.39% Add +5.8% 13,928 $1.8M
Townsquare Capital LLC 0.02% Add +36.1% 13,913 $1.8M
Epoch Investment Partners, Inc. 0.01% Reduce -1.7% 13,911 $1.8M
Ossiam 0.04% Add +1288.0% 13,908 $1.8M
First National Bank Sioux Falls 0.82% No change 13,888 $1.8M
CWA Asset Management Group, LLC 0.10% — 13,874 $1.8M
Choate Investment Advisors 0.05% No change 13,723 $1.8M
Jones Financial Companies LLLP 0.00% Add +83.9% 13,446 $1.8M
Capitolis Liquid Global Markets LLC 0.02% New 13,560 $1.8M
Independent Advisor Alliance 0.06% Add +0.0% 13,511 $1.8M
RFG Advisory, LLC 0.05% Add +35.7% 13,430 $1.8M
Duncan Williams Asset Management, LLC 0.95% Reduce -2.8% 13,150 $1.7M
Laird Norton Wetherby Wealth Management, LLC 0.08% Add +2.1% 12,961 $1.7M
Northeast Investment Management 0.07% No change 12,800 $1.7M
Financial Management Network Inc. 0.34% Add +11.0% 12,303 $1.6M
Guardian Investment Management 1.41% Reduce -6.7% 12,525 $1.6M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -4.8% 12,493 $1.6M
Caption Management, LLC 0.17% New 12,400 $1.6M
Virtue Capital Management, LLC 0.32% Add +2.8% 12,350 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.13% Add +5.7% 12,331 $1.6M
Daymark Wealth Partners, LLC 0.07% Add +58.1% 12,326 $1.6M
Pinnacle Associates Ltd. 0.03% Reduce -0.9% 19,426 $1.6M
Vestcor Inc 0.05% No change 12,320 $1.6M
Equitable Holdings, Inc. 0.02% Add +34.9% 12,305 $1.6M
Driehaus Capital Management LLC 0.01% No change 12,187 $1.6M
Professional Financial Advisors, LLC 0.41% Reduce -10.1% 12,176 $1.6M
Chemistry Wealth Management LLC 0.38% Add +8.7% 12,144 $1.6M
Vident Advisory, LLC 0.04% Add +31.4% 12,023 $1.6M
Keybank National Association 0.01% Add +0.9% 11,968 $1.6M
Harbor Capital Advisors, Inc. 0.07% Add +0.5% 11,888 $1.6M
Farther Finance Advisors, LLC 0.06% Add +3.5% 11,758 $1.5M
Harvest Fund Management Co., Ltd 0.09% Add +25.3% 11,679 $1.5M
Bain Capital Public Equity, LP 1.17% New 11,536 $1.5M
First Trust Direct Indexing L.P. 0.08% Add +43.2% 11,490 $1.5M
Highland Capital Management, LLC 0.09% Reduce -3.7% 11,442 $1.5M
Spire Wealth Management 0.05% Add +0.1% 11,317 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Add +134.6% 11,274 $1.5M
Jefferies Financial Group Inc. 0.03% Add +372.5% 11,259 $1.5M
DAVENPORT & Co LLC 0.01% Add +3.0% 11,233 $1.5M
LYNX Capital Group Ltd. 0.95% No change 11,187 $1.5M
Leonteq Securities AG 0.17% Add +115.1% 11,136 $1.5M
Westover Capital Advisors, LLC 0.28% Add +72.2% 11,130 $1.5M
Element Pointe Advisors, LLC 0.35% Reduce -7.4% 11,112 $1.5M
Prudential PLC 0.01% No change 11,098 $1.4M
Wedmont Private Capital 0.08% Add +264.1% 10,909 $1.4M
Wealthcare Advisory Partners LLC 0.04% Add +5.2% 10,901 $1.4M
BTG Pactual Asset Management US LLC 0.21% New 10,868 $1.4M
Illinois Municipal Retirement Fund 0.02% No change 10,757 $1.4M
Trueblood Wealth Management, LLC 0.70% Reduce -1.1% 10,699 $1.4M
Zhang Financial LLC 0.09% Add +0.0% 10,617 $1.4M
MAI Capital Management 0.01% Reduce -3.3% 10,606 $1.4M
DRW Securities, LLC 0.08% Add +110.1% 10,569 $1.4M
Silvant Capital Management LLC 0.06% Reduce -6.4% 10,531 $1.4M
Hunting Hill Global Capital, LLC 1.92% No change 10,471 $1.4M
Atom Investors LP 0.14% New 10,471 $1.4M
DoubleLine ETF Adviser LP 0.33% New 10,440 $1.4M
Riverpark Capital Management LLC 2.48% Reduce -45.6% 10,428 $1.4M
Horizon Investments, LLC 0.04% Add +14.9% 10,438 $1.4M
Capital International Sarl 0.03% Add +53.2% 10,389 $1.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +50.2% 10,377 $1.4M
Gilbert & Cook, Inc. 0.18% Reduce -10.4% 10,270 $1.3M
Transcend Capital Advisors, LLC 0.09% Add +22.9% 10,226 $1.3M
Profund Advisors LLC 0.05% Reduce -1.1% 10,220 $1.3M
Western Wealth Management, LLC 0.08% Reduce -1.9% 10,143 $1.3M
Clear Harbor Asset Management, LLC 0.11% No change 10,125 $1.3M
Mutual Advisors, LLC 0.04% Add +0.8% 9,208 $1.3M
GTS Securities LLC 0.03% Reduce -16.9% 10,049 $1.3M
James J. Burns & Company, LLC 0.24% Reduce -16.6% 10,033 $1.3M
Inceptionr LLC 0.32% Add +135.9% 10,005 $1.3M
Agf Management Ltd. 0.01% Add +5.5% 9,936 $1.3M
Capstone Investment Advisors, LLC 0.04% Reduce -25.7% 9,865 $1.3M
Sterling Capital Management LLC 0.02% — 9,796 $1.3M
RW Investment Management LLC 0.16% No change 9,762 $1.3M
Sawgrass Asset Management LLC 0.13% No change 9,696 $1.3M
Advisory Services Network, LLC 0.03% No change 11,949 $1.3M
GAMMA Investing LLC 0.12% Add +23.1% 9,622 $1.3M
Nvwm, LLC 0.32% Add +0.1% 9,594 $1.3M
GM Advisory Group, LLC 0.07% New 9,561 $1.2M
Aries Wealth Management 0.34% Reduce -0.4% 9,444 $1.2M
Beaumont Financial Advisors, LLC 0.09% Reduce -9.5% 9,257 $1.2M
Snowden Capital Advisors LLC 0.04% Reduce -6.0% 9,093 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -1.1% 9,055 $1.2M
Kraematon Investment Advisors, Inc. 1.15% Reduce -1.4% 8,984 $1.2M
Parallel Advisors, LLC 0.03% Add +13.4% 8,975 $1.2M
U S Global Investors Inc. 0.11% Reduce -56.2% 8,950 $1.2M
HB Wealth Management, LLC 0.01% Add +25.4% 8,930 $1.2M
Abn Amro Investment Solutions 0.02% Add +8.8% 8,883 $1.2M
Segment Wealth Management, LLC 0.08% No change 8,850 $1.2M
Bokf, NA 0.02% Reduce -5.8% 8,700 $1.1M
Fiduciary Group, LLC 0.12% No change 8,700 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +0.9% 8,670 $1.1M
Hanseatic Management Services Inc. 1.60% Add +5.7% 8,661 $1.1M
Gridiron Partners, LLC 0.68% No change 8,617 $1.1M
E&G Advisors, LLC 0.31% No change 8,600 $1.1M
Smith Shellnut Wilson LLC 0.50% No change 8,508 $1.1M
Forum Financial Management, LP 0.02% Add +0.1% 8,455 $1.1M
Intech Investment Management LLC 0.01% Reduce -75.6% 8,406 $1.1M
Canandaigua National Bank & Trust Co. 0.10% Reduce -5.5% 8,338 $1.1M
AMJ Financial Wealth Management 0.31% New 8,329 $1.1M
Kestra Private Wealth Services, LLC 0.02% Add +2.9% 8,315 $1.1M
Twin Capital Management Inc. 0.12% New 8,293 $1.1M
Qtron Investments LLC 0.15% Reduce -5.3% 8,246 $1.1M
MJP Associates Inc. 0.20% Add +12.8% 8,205 $1.1M
Synovus Financial Corp. 0.01% Add +0.6% 8,199 $1.1M
Signaturefd, LLC 0.02% Add +16.5% 8,104 $1.1M
Marex Group Ltd 0.02% Add +54.6% 8,069 $1.1M
Corsair Capital Management, L.P. 0.25% No change 8,020 $1.0M
Summit Financial, LLC 0.04% Add +33.4% 7,989 $1.0M
Ascentis Independent Advisors 0.16% Add +16.8% 7,984 $1.0M
Sage Rhino Capital LLC 0.23% Add +0.3% 7,965 $1.0M
Williamson Legacy Group, LLC 0.69% New 7,902 $1.0M
Meeder Advisory Services, Inc. 0.07% Add +5.7% 7,857 $1.0M
Cwm, LLC 0.00% Reduce -6.8% 7,845 $1.0M
Trust Asset Management LLC 0.08% New 7,716 $1.0M
Seaport Global Advisors, LLC 3.18% No change 7,713 $1.0M
Glenmede Trust Co. NA 0.00% Reduce -36.4% 7,669 $1.0M
Kesler, Norman & Wride, LLC 0.20% New 7,625 $996K
Avior Wealth Management, LLC 0.04% Add +85.7% 7,613 $994K
Zions Bancorporation, N.A. 0.07% Add +34.4% 7,577 $989K
Institute for Wealth Management, LLC. 0.12% Reduce -1.2% 7,564 $988K
Fifth Third Wealth Advisors LLC 0.06% Add +5.0% 7,542 $985K
Dynamic Advisor Solutions LLC 0.03% Add +6.0% 7,519 $982K
Apollon Wealth Management, LLC 0.03% Add +65.6% 7,474 $976K
StoneX Group Inc. 0.07% New 7,472 $976K
Virtus Advisers, LLC 0.46% Reduce -14.8% 7,471 $976K
Private Advisory Group LLC 0.12% New 7,430 $970K
Moors & Cabot, Inc. 0.05% Reduce -0.7% 7,306 $954K
Yorktown Management & Research Co Inc 0.96% Reduce -25.8% 7,200 $940K
D.A. Davidson & Co. 0.01% Reduce -15.9% 7,173 $937K
Independent Financial Group, LLC 0.03% Add +3.9% 7,133 $932K
Douglas Lane & Associates, LLC 0.01% Reduce -17.5% 7,090 $926K
Triumph Capital Management 0.33% New 7,000 $914K
Linscomb Wealth, Inc. 0.05% No change 7,000 $914K
Veltria Advisors Corp. 0.36% Add +2.9% 6,999 $914K
Firethorn Wealth Partners, LLC 0.46% Add +0.1% 6,940 $906K
Dorsey & Whitney Trust CO LLC 0.05% Add +112.3% 6,901 $901K
Cigna Investments Inc. 0.16% Reduce -0.8% 6,873 $898K
Bayesian Capital Management, LP 0.10% Reduce -13.1% 6,863 $896K
Ameritas Investment Partners, Inc. 0.03% Reduce -2.5% 6,831 $892K
USA Financial Formulas 0.14% New 6,811 $889K
O'Neil Global Advisors, Inc. 0.23% New 6,800 $888K
First Bank & Trust 0.17% Add +3.6% 6,770 $884K
Moloney Securities Asset Management, LLC 0.12% Add +0.0% 6,697 $874K
Centaurus Financial, Inc. 0.06% Reduce -13.3% 6,692 $874K
HighPoint Advisor Group LLC 0.05% Add +15.4% 6,343 $873K
Global Wealth Management Investment Advisory, Inc. 0.19% Reduce -18.2% 6,646 $868K
Man Group plc 0.00% Reduce -96.7% 6,632 $866K
Concurrent Investment Advisors, LLC 0.03% Add +17.8% 6,533 $853K
Sigma Planning Corp 0.03% Add +1.3% 6,489 $847K
Old National Bancorp 0.02% Add +1.3% 6,477 $846K
Visionary Wealth Advisors 0.05% Add +0.1% 6,438 $841K
Schwarz Dygos Wheeler Investment Advisors LLC 0.21% Add +0.0% 6,417 $838K
Diversified Trust Co. 0.02% Reduce -6.6% 6,319 $825K
Gladstone Institutional Advisory LLC 0.04% New 6,288 $821K
Exchange Traded Concepts, LLC 0.02% Add +10185.3% 6,274 $819K
Welch & Forbes LLC 0.01% No change 6,250 $816K
Diligent Investors, LLC 0.19% Reduce -1.2% 6,229 $813K
Arete Wealth Advisors, LLC 0.07% Reduce -13.2% 6,173 $804K
Caprock Group, LLC 0.03% Add +76.6% 6,112 $798K
Allianz SE 0.02% Add +205.5% 6,110 $798K
One Capital Management, LLC 0.03% Reduce -10.5% 6,077 $794K
Fidelis Capital Partners, LLC 0.09% Reduce -0.5% 5,674 $786K
Spirepoint Private Client, LLC 0.10% Add +0.2% 6,010 $785K
Obermeyer Wealth Partners 0.04% Reduce -16.0% 5,956 $778K
ProVise Management Group, LLC 0.06% Reduce -22.6% 5,950 $777K
Good Life Advisors, LLC 0.05% Add +3.5% 5,899 $770K
TFB Advisors LLC 0.23% Add +16.3% 5,856 $765K
Merit Financial Group, LLC 0.02% Reduce -12.6% 5,828 $761K
Baker Tilly Wealth Management, LLC 0.34% Add +10.7% 5,805 $758K
Petra Financial Advisors Inc. 0.49% New 5,741 $750K
CIC Wealth, LLC 0.19% Add +1.0% 5,740 $750K
Calydon Capital 0.12% Reduce -10.9% 5,812 $749K
Glenview Trust Co 0.01% Add +15.0% 5,699 $744K
Greenleaf Trust 0.01% Add +47.1% 5,693 $743K
SageView Advisory Group, LLC 0.04% Reduce -17.4% 5,674 $741K
Ballentine Partners, LLC 0.01% Add +196.3% 5,651 $738K
Insigneo Advisory Services, LLC 0.07% Add +42.8% 5,648 $738K
Connor, Clark & Lunn Investment Management Ltd. 0.00% No change 5,635 $736K
Vestmark Advisory Solutions, Inc. 0.03% Add +12.1% 5,618 $734K
Strategy Asset Managers LLC 0.14% New 5,556 $726K
Marks Group Wealth Management, Inc 0.07% Reduce -10.2% 5,556 $726K
FWG Holdings, LLC 0.36% Add +1.6% 5,096 $717K
Huntington National Bank 0.01% Add +34.8% 5,473 $715K
Integrated Investment Consultants, LLC 0.15% Reduce -26.0% 5,409 $706K
FUKOKU MUTUAL LIFE INSURANCE Co 0.05% New 5,403 $706K
KCM Investment Advisors LLC 0.02% Reduce -4.1% 5,400 $705K
Horizon Kinetics Asset Management LLC 0.01% Add +5.9% 5,358 $700K
Carolinas Wealth Consulting LLC 0.13% Add +8.4% 5,321 $695K
BNP Paribas 0.03% Add +2.9% 5,300 $692K
Stratos Wealth Advisors, LLC 0.03% Add +0.1% 5,279 $689K
9258 Wealth Management, LLC 0.10% Reduce -1.8% 5,234 $683K
Cary Street Partners Investment Advisory LLC 0.03% Add +5.2% 5,231 $683K
Angeles Wealth Management, LLC 0.06% New 5,221 $682K
Toth Financial Advisory Corp. 0.08% Add +89.1% 5,200 $679K
Stratos Wealth Partners, LTD. 0.01% Add +20.5% 5,169 $675K
Okabena Investment Services Inc. 0.19% Add +6.5% 5,168 $675K
MGB Wealth Management, LLC 0.25% Add +10.8% 5,150 $672K
Red Door Wealth Management, LLC 0.11% Reduce -49.4% 5,144 $672K
NFC Investments, LLC 0.19% No change 5,140 $671K
Valeo Financial Advisors, LLC 0.02% Add +25.8% 5,097 $666K
Prospera Financial Services Inc 0.02% Reduce -3.7% 5,080 $663K
Sweeney & Michel, LLC 0.26% Add +0.1% 4,731 $661K
Principle Wealth Partners LLC 0.05% Reduce -23.0% 5,020 $656K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -7.4% 5,000 $653K
FJ Capital Management LLC 0.07% New 4,899 $640K
Edgemoor Investment Advisors, Inc. 0.06% Add +1.1% 4,892 $639K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Add +259.6% 4,873 $636K
Jump Financial, LLC 0.01% Add +36.5% 4,839 $632K
Emerald Advisers, LLC 0.02% No change 4,836 $631K
Eschler Asset Management LLP 0.94% No change 4,815 $629K
Duncker Streett & Co. Inc. 0.11% No change 4,800 $627K
TrinityPoint Wealth, LLC 0.09% Add +0.3% 4,800 $627K
EP Wealth Advisors, LLC 0.01% Add +11.8% 4,795 $626K
Legacy Wealth Management, LLC / MS 0.23% New 4,774 $623K
Fusion Capital, LLC 0.26% Add +0.1% 4,723 $617K
Mount Lucas Management LP 0.21% Add +2.5% 4,720 $616K
Aft, Forsyth & Sober, LLC 0.20% No change 4,700 $614K
Crestwood Advisors Group, LLC 0.01% Add +0.6% 4,687 $612K
Emprise Bank 0.35% No change 4,681 $611K
Lake Street Advisors Group, LLC 0.03% Add +3.9% 4,667 $609K
Islay Capital Management, LLC 0.41% No change 4,656 $608K
Guinness Asset Management LTD 0.01% Reduce -10.2% 4,638 $606K
Obsidian Cio, LLC 0.13% Reduce -8.3% 4,625 $604K
Compound Planning, Inc. 0.04% Add +28.4% 4,582 $598K
Keystone Investors Pte Ltd. 0.04% Reduce -24.9% 4,567 $596K
JTC Employer Solutions Trustee Ltd 0.04% No change 4,544 $593K
Prelude Capital Management, LLC 0.05% Reduce -49.7% 4,540 $593K
Family Manage LLC 0.10% No change 4,538 $593K
iA Global Asset Management Inc. 0.01% Add +85.7% 4,530 $592K
Evoke Wealth, LLC 0.02% New 4,527 $591K
Schneider Downs Wealth Management Advisors, LP 0.12% No change 4,500 $588K
Baldwin Investment Management, LLC 0.07% No change 4,500 $588K
First City Capital Management, Inc. 0.30% No change 4,496 $587K
Dana Investment Advisors, Inc. 0.02% No change 4,493 $587K
RDA Financial Network 0.18% Reduce -0.9% 4,399 $574K
Gateway Advisory, LLC 0.09% Add +3.1% 4,366 $570K
Samalin Investment Counsel, LLC 0.25% Reduce -11.5% 4,331 $565K
FreeGulliver LLC 0.33% Add +1.9% 4,303 $562K
Premier Path Wealth Partners, LLC 0.09% Add +1.5% 4,295 $561K
Keel Point, LLC 0.05% Add +3.7% 4,267 $557K
Moneco Advisors, LLC 0.07% No change 4,230 $552K
Twinbeech Capital LP 0.01% Reduce -82.4% 4,216 $551K
Watershed Private Wealth LLC 0.22% Add +0.5% 4,179 $546K
Teacher Retirement System of Texas 0.00% Reduce -96.7% 4,159 $543K
Benjamin Edwards Inc. 0.01% Add +48.4% 4,123 $538K
New Century Financial Group, LLC 0.20% Add +15.4% 4,122 $538K
Venture Visionary Partners LLC 0.02% Reduce -4.5% 4,082 $533K
Total Clarity Wealth Management, Inc. 0.17% No change 4,060 $530K
Kavar Capital Partners Group, LLC 0.08% No change 4,022 $525K
Concord Wealth Partners 0.09% Reduce -2.9% 4,012 $524K
L.M. Kohn & Company 0.13% Add +11.8% 3,992 $521K
Global Retirement Partners, LLC 0.02% Add +35.3% 3,979 $520K
Kovack Advisors, Inc. 0.06% Reduce -4.6% 3,974 $519K
Parcion Private Wealth LLC 0.04% New 3,969 $518K
Summit Trail Advisors, LLC 0.01% Add +9.7% 3,955 $517K
Legacy Advisors, LLC 0.06% Add +7.9% 3,951 $516K
Shelton Capital Management 0.01% No change 3,943 $515K
Operose Advisors LLC 0.17% No change 3,925 $513K
Stamos Capital Partners, L.P. 0.12% Reduce -58.0% 3,900 $509K
Register Financial Advisors LLC 0.26% Reduce -2.5% 3,895 $509K
Northwest & Ethical Investments L.P. 0.01% Add +80.5% 3,880 $507K
Tradition Wealth Management, LLC 0.04% Reduce -1.2% 3,869 $505K
Howard Capital Management, LLC 0.01% New 3,868 $505K
Asahi Life Asset Management Co., LTD. 0.30% New 3,850 $503K
Calamos Wealth Management LLC 0.03% Reduce -0.4% 3,840 $501K
Knightsbridge Asset Management, LLC 0.11% Reduce -0.3% 3,825 $499K
Hardin Capital Partners, LLC 0.28% No change 3,800 $499K
Ade, LLC 0.31% No change 3,805 $497K
XML Financial, LLC 0.05% Add +27.1% 3,779 $493K
TAGStone Capital, Inc. 0.25% Add +0.1% 3,771 $492K
Resurgent Financial Advisors LLC 0.29% Add +0.1% 3,764 $492K
Ssi Investment Management LLC 0.18% Reduce -0.1% 3,703 $484K
Blue Trust, Inc. 0.01% Add +69.3% 4,591 $483K
Aaron Wealth Advisors LLC 0.06% Add +14.1% 3,688 $482K
Optiver Holding B.V. 0.01% New 3,669 $479K
Westpac Banking Corp. 0.03% No change 3,626 $473K
Morningstar Investment Services LLC 0.00% Add +26.4% 3,572 $472K
Clearwater Capital Advisors, LLC 0.05% No change 3,595 $469K
Trust Co of Kansas 0.23% No change 3,593 $469K
Leo Wealth, LLC 0.04% Reduce -0.4% 3,562 $465K
Panagora Asset Management Inc. 0.00% Reduce -0.1% 3,561 $465K
Cercano Management LLC 0.01% New 3,560 $465K
Citizens National Bank Trust Department 0.10% No change 3,555 $464K
Gitterman Wealth Management, LLC 0.19% No change 3,551 $464K
Sunbelt Securities, Inc. 0.05% Add +3.0% 3,545 $463K
Hodges Capital Management Inc. 0.03% Add +0.1% 3,508 $458K
HHM Wealth Advisors, LLC 0.06% Reduce -3.4% 3,488 $456K
Signature Estate & Investment Advisors LLC 0.01% Add +39.3% 3,483 $455K
Fort Sheridan Advisors LLC 0.07% Reduce -13.9% 3,467 $453K
U.S. Capital Wealth Advisors, LLC 0.02% Add +6.7% 3,452 $451K
Axxcess Wealth Management, LLC 0.01% Add +0.1% 3,448 $450K
Atlanta Consulting Group Advisors, LLC 0.11% New 3,441 $449K
Fiduciary Family Office, LLC 0.15% No change 3,417 $446K
Evergreen Capital Management LLC 0.01% Add +13.4% 3,398 $444K
Essex Bank 0.11% Reduce -1.0% 3,385 $442K
Leavell Investment Management, Inc. 0.02% Reduce -3.8% 3,368 $440K
Apella Capital, LLC 0.02% Add +3.3% 3,321 $439K
Centiva Capital, LP 0.02% Reduce -48.0% 3,350 $437K
Manchester Capital Management LLC 0.05% Add +2.9% 3,348 $437K
Cypress Wealth Services, LLC 0.09% Add +2.1% 3,331 $435K
Johnson Investment Counsel Inc. 0.00% Reduce -1.4% 3,326 $434K
Kolinsky Wealth Management, LLC 0.28% Add +10.4% 3,314 $433K
Argent Trust Co 0.02% No change 3,288 $429K
Coldstream Capital Management Inc. 0.01% Add +38.4% 3,267 $427K
Crestline Management, L.P. 0.02% New 3,262 $426K
Mizuho Markets Americas LLC 0.01% New 3,238 $423K
Ethic Inc. 0.01% Add +15.8% 4,200 $422K
Vise Technologies, Inc. 0.05% New 3,234 $422K
Schonfeld Strategic Advisors LLC 0.00% Reduce -0.5% 3,231 $422K
Masso Torrence Wealth Management Inc. 0.22% Add +0.0% 3,165 $413K
Sovereign Financial Group, Inc. 0.10% Reduce -1.9% 3,163 $413K
V-Square Quantitative Management LLC 0.06% Add +54.7% 3,124 $408K
Dudley Capital Management, LLC 0.21% Add +2.6% 3,095 $404K
Lindbrook Capital, LLC 0.04% Add +94.0% 3,077 $402K
Meadow Creek Wealth Advisors LLC 0.32% Add +8.2% 3,070 $401K
Peapack Gladstone Financial Corp. 0.01% Reduce -14.9% 3,057 $400K
Mainstay Capital Management LLC 0.07% No change 3,063 $400K
Bridgefront Capital, LLC 0.15% Add +59.7% 3,053 $399K
Ostrum Asset Management 0.03% Add +1.2% 3,049 $398K
Johnson Financial Group, Inc. 0.02% Add +4.5% 3,015 $394K
Cornerstone Advisory, LLC 0.05% Add +4.2% 3,005 $392K
Cadent Capital Advisors, LLC 0.13% No change 3,000 $392K
Wellington Shields & Co., LLC 0.12% No change 3,000 $392K
Trustmark Bank Trust Department 0.03% Reduce -0.9% 3,000 $392K
Dark Forest Capital Management LP 0.05% New 2,984 $390K
Aspen Grove Capital, LLC 0.09% Add +0.1% 2,976 $389K
Verition Fund Management LLC 0.00% Reduce -87.9% 2,965 $387K
Northside Capital Management, LLC 0.06% No change 2,903 $379K
NFSG Corp 0.13% Add +0.1% 2,902 $379K
Montag A & Associates Inc. 0.02% No change 2,884 $377K
Haverford Trust Co 0.00% Add +19.7% 2,874 $375K
Catalyst Private Wealth, LLC 0.18% No change 2,869 $375K
LFA - Lugano Financial Advisors SA 0.25% No change 2,850 $372K
Frank, Rimerman Advisors LLC 0.03% Add +24.7% 2,819 $368K
Childress Capital Advisors, LLC 0.10% Add +12.5% 2,802 $366K
Guyasuta Investment Advisors Inc. 0.02% Add +7.2% 2,797 $365K
NorthRock Partners, LLC 0.01% New 2,791 $364K
Shell Asset Management Co. 0.02% — 2,760 $360K
Mgo One Seven LLC 0.02% Add +29.1% 2,753 $360K
Northwest Bancshares, Inc. 0.06% No change 2,725 $356K
Mayflower Financial Advisors, LLC 0.05% Add +1.6% 2,720 $355K
Paradigm Asset Management Co. LLC 0.09% No change 2,704 $353K
MBB Public Markets I LLC 0.03% Reduce -94.1% 2,700 $353K
Allworth Financial LP 0.00% Add +7.7% 2,678 $350K
Hantz Financial Services, Inc. 0.01% Add +0.7% 2,647 $346K
Washington Trust Bank 0.03% No change 2,644 $345K
Advisors Capital Management, LLC 0.01% New 2,635 $344K
Allen Mooney & Barnes Investment Advisors LLC 0.06% No change 2,630 $343K
International Assets Investment Management, LLC 0.03% Reduce -13.5% 2,627 $343K
American Capital Advisory, LLC 0.20% No change 2,625 $343K
Middleton & Co. Inc. 0.04% No change 2,622 $342K
Evercore Wealth Management, LLC 0.01% Reduce -3.3% 2,615 $341K
Private Trust Co. NA 0.03% Add +189.7% 2,604 $340K
Arax Advisory Partners 0.03% Add +1.0% 2,603 $340K
Integrated Wealth Concepts LLC 0.00% Reduce -11.6% 2,593 $339K
Commerzbank Aktiengesellschaft 0.01% New 2,561 $335K
TFC Financial Management, Inc. 0.05% Add +0.1% 2,553 $333K
FFT Wealth Management LLC 0.03% Add +4.4% 2,539 $332K
Silvercrest Asset Management Group LLC 0.00% No change 2,505 $327K
Harbor Investment Advisory, LLC 0.03% Add +42.0% 2,503 $327K
Ballast, Inc. 0.09% Reduce -0.6% 2,500 $326K
Cypress Point Wealth Management, LLC 0.13% Add +1.1% 2,490 $325K
LGL Partners, LLC 0.05% Add +6.1% 2,482 $324K
Roof Eidam Maycock Peralta, LLC 0.08% New 2,465 $322K
Elevation Point Wealth Partners, LLC 0.03% Add +0.4% 2,458 $321K
Simon Quick Advisors, LLC 0.02% Add +11.9% 2,457 $321K
Wolverine Trading, LLC 0.01% New 2,415 $319K
44 Wealth Management LLC 0.11% — 2,300 $319K
Freestone Capital Holdings, LLC 0.01% Reduce -10.9% 2,431 $317K
Sand Hill Global Advisors, LLC 0.01% No change 2,431 $317K
D'Orazio & Associates, Inc. 0.05% Add +0.7% 2,426 $317K
Virtus Family Office LLC 0.42% Reduce -2.1% 2,411 $315K
Banque Pictet & Cie SA 0.00% No change 2,400 $313K
Objective Capital Management, LLC 0.18% — 2,398 $313K
Flagship Harbor Advisors, LLC 0.02% Reduce -1.0% 2,392 $312K
Stratos Investment Management, LLC 0.02% Add +4.5% 2,382 $311K
Carmichael Hill & Associates, Inc. 0.11% Add +0.2% 2,373 $310K
Hexagon Capital Partners LLC 0.06% Reduce -2.4% 2,367 $309K
Drive Wealth Management, LLC 0.08% Add +2.3% 2,366 $309K
First National Trust Co 0.01% No change 2,336 $305K
Jackson Wealth Management, LLC 0.04% New 2,327 $304K
Thompson Davis & Co., Inc. 0.22% New 2,325 $304K
SteelPeak Wealth, LLC 0.01% Add +0.8% 2,318 $303K
Wealthspire Advisors, LLC 0.00% New 2,312 $302K
Tocqueville Asset Management L.P. 0.00% Reduce -0.7% 2,295 $300K
Wealth Alliance, LLC 0.04% New 2,281 $298K
Pring Turner Capital Group Inc. 0.19% Reduce -0.2% 2,280 $298K
Naviter Wealth, LLC 0.04% New 2,275 $297K
Virtu Financial LLC 0.02% Reduce -87.8% 2,272 $297K
Moneta Group Investment Advisors LLC 0.00% New 2,272 $297K
Ritholtz Wealth Management 0.01% New 2,247 $293K
Keystone Financial Group 0.04% Reduce -13.6% 2,232 $291K
Brighton Jones LLC 0.01% Add +2.8% 2,224 $290K
Dynamic Technology Lab Private Ltd 0.03% Reduce -62.5% 2,219 $290K
Shepherd Financial Partners LLC 0.03% New 2,220 $290K
Gallagher Fiduciary Advisors, LLC 0.06% New 2,218 $290K
West Wealth Group, LLC 0.09% New 2,191 $286K
First Horizon Advisors, Inc. 0.01% Reduce -30.4% 2,173 $284K
Oak Thistle LLC 0.09% Reduce -52.3% 2,166 $283K
MBM Wealth Consultants, LLC 0.09% No change 2,165 $283K
Oxford Asset Management LLP 0.24% New 2,157 $282K
Aviance Capital Partners, LLC 0.04% No change 2,137 $279K
Avestar Capital, LLC 0.03% New 2,136 $279K
Landscape Capital Management, L.L.C. 0.03% Reduce -87.5% 2,132 $278K
Lantz Financial LLC 0.07% Add +2.2% 2,122 $277K
ORG Partners LLC 0.04% Reduce -12.4% 2,121 $277K
Foundations Investment Advisors, LLC 0.01% Reduce -2.2% 2,113 $276K
Quotient Wealth Partners, LLC 0.01% New 2,110 $276K
Aljian Capital Management, LLC 0.06% New 2,103 $275K
Beaton Management Co. Inc. 0.14% No change 2,100 $274K
Everpar Advisors LLC 0.14% New 2,083 $272K
AMG National Trust Bank 0.01% New 2,079 $271K
Better Money Decisions, LLC 0.19% No change 2,064 $270K
William Blair Investment Management, LLC 0.00% Reduce -5.8% 2,062 $269K
GeoWealth Management, LLC 0.01% Add +20.0% 2,050 $268K
Vertex Planning Partners, LLC 0.06% New 2,028 $265K
Fairview Capital Investment Management, LLC 0.01% No change 2,026 $265K
Avantax Planning Partners, Inc. 0.01% Reduce -8.7% 2,025 $264K
Scotia Capital Inc. 0.00% Reduce -16.3% 2,023 $264K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -85.1% 2,018 $264K
VELA Investment Management, LLC 0.09% No change 2,009 $262K
Concorde Asset Management, LLC 0.15% Reduce -6.2% 2,002 $261K
Windsor Advisory Group, LLC 0.29% New 2,000 $261K
Fortis Advisors, LLC 0.17% No change 2,000 $261K
Granite FO LLC 0.15% No change 2,000 $261K
Benin Management CORP 0.07% No change 2,000 $261K
Wellington Shields Capital Management, LLC 0.05% No change 2,000 $261K
Harbor Advisors LLC 0.04% No change 2,000 $261K
Aureus Asset Management, LLC 0.02% No change 2,000 $261K
Stock Yards Bank & Trust Co. 0.01% No change 2,000 $261K
Douglass Winthrop Advisors, LLC 0.01% No change 2,000 $261K
Modera Wealth Management, LLC 0.00% No change 1,983 $259K
Yeomans Consulting Group, Inc. 0.10% New 1,983 $259K
Edge Capital Group, LLC 0.01% No change 1,980 $259K
PFG Advisors 0.02% New 1,975 $258K
Main Street Financial Solutions, LLC 0.02% New 1,961 $256K
Kingsview Wealth Management, LLC 0.01% New 1,951 $255K
Wealth Management Associates, Inc. 0.11% New 1,913 $250K
Navis Wealth Advisors, LLC 0.27% New 1,912 $250K
St Germain D J Co. Inc. 0.01% Reduce -3.2% 1,910 $249K
Alta Advisers Ltd 0.11% No change 1,900 $248K
Laurion Capital Management LP 0.02% New 1,900 $248K
MidAtlantic Capital Management, Inc. 0.18% No change 1,897 $248K
Ameritas Advisory Services, LLC 0.01% Reduce -52.0% 1,892 $247K
GPS Wealth Strategies Group, LLC 0.03% No change 1,891 $247K
Lynx Investment Advisory 0.18% Add +2.1% 1,883 $246K
Mullaney, Keating & Wright, Inc. 0.17% New 1,881 $246K
Great Lakes Advisors, LLC 0.00% New 1,880 $245K
Catalyst Capital Advisors LLC 0.01% Reduce -22.1% 1,855 $242K
AA Financial Advisors, LLC 0.07% Reduce -9.7% 1,853 $242K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -5.1% 1,845 $241K
Integris Wealth Management, LLC 0.07% New 1,845 $241K
Canvas Wealth Advisors, LLC 0.07% New 1,844 $241K
Hollencrest Capital Management 0.01% Add +53.8% 1,830 $239K
Pettinga Financial Advisors LLC 0.06% New 1,821 $238K
Carmel Capital Partners, LLC 0.09% New 1,819 $238K
Knollwood Investment Advisory, LLC 0.03% New 1,800 $235K
Bogart Wealth, LLC 0.01% Add +0.1% 1,791 $234K
Boothbay Fund Management, LLC 0.01% Reduce -66.2% 1,788 $233K
Pine Valley Investments Ltd Liability Co 0.02% New 1,786 $233K
Schechter Investment Advisors, LLC 0.02% New 1,782 $233K
Platform Technology Partners 0.07% New 1,778 $232K
Montecito Bank & Trust 0.04% New 1,773 $232K
Peak Planning Group, LLC 0.10% New 1,773 $231K
NorthCrest Asset Manangement, LLC 0.01% New 1,748 $228K
CYBER HORNET ETFs LLC 0.23% New 1,744 $228K
Sandy Cove Advisors, LLC 0.09% New 1,722 $225K
Capital Investment Advisory Services, LLC 0.02% New 1,720 $225K
Cassaday & Co Wealth Management LLC 0.01% New 1,715 $224K
Cidel Asset Management Inc. 0.02% Reduce -13.0% 1,698 $222K
Conservest Capital Advisors, Inc. 0.02% No change 2,204 $222K
Aveo Capital Partners, LLC 0.02% New 1,695 $221K
Sivia Capital Partners, LLC 0.13% New 1,694 $221K
Ariadne Wealth Management, LP 0.12% New 1,457 $220K
Unison Asset Management LLC 0.10% New 1,668 $218K
Garrison Bradford & Associates Inc. 0.22% Reduce -26.2% 1,661 $217K
PFG Investments, LLC 0.01% New 1,661 $217K
Sutton Place Investors LLC 0.13% New 1,658 $217K
Pitcairn Co. 0.01% New 1,655 $216K
Alpha Omega Wealth Management LLC 0.04% New 1,651 $216K
Patriot Financial Group Insurance Agency, LLC 0.03% New 1,639 $214K
CHICAGO TRUST Co NA 0.04% New 1,637 $214K
Tower View Wealth Management LLC 0.12% Add +0.1% 1,634 $213K
Stonekeep Investments, LLC 0.16% New 1,629 $213K
KLCM Advisors, Inc. 0.03% New 1,629 $213K
Willner & Heller, LLC 0.19% New 1,624 $212K
ICONIQ Capital, LLC 0.00% New 1,624 $212K
WealthPLAN Partners, LLC 0.03% New 1,615 $211K
Soltis Investment Advisors LLC 0.02% Reduce -97.3% 1,613 $211K
Berkeley Capital Partners, LLC 0.06% New 1,605 $210K
Certuity, LLC 0.02% Reduce -45.1% 1,579 $209K
Garden State Investment Advisory Services LLC 0.07% New 1,600 $209K
Webster Bank, N. A. 0.02% Reduce -8.5% 1,591 $208K
Dynasty Wealth Management, LLC 0.01% New 1,589 $208K
Redwood Financial Network Corp 0.16% New 1,573 $205K
Moody LYNN Lieberson & Walker, LLC 0.01% New 1,571 $205K
Savant Capital, LLC 0.00% New 1,570 $205K
BLB&B Advisors, LLC 0.01% New 1,560 $204K
Csenge Advisory Group 0.01% New 1,502 $204K
Lodestone Wealth Management LLC 0.10% New 1,554 $203K
American Trust 0.02% New 1,549 $202K
Oxbow Advisors, LLC 0.02% New 1,540 $201K
Rosenberg Matthew Hamilton 0.05% Add +14.0% 1,485 $194K
Quadrant Capital Group LLC 0.01% Add +44.6% 1,456 $190K
Emerald Mutual Fund Advisers Trust 0.01% No change 1,444 $189K
Covestor Ltd 0.11% Reduce -7.0% 1,367 $179K
Smartleaf Asset Management LLC 0.02% Add +188.4% 1,338 $177K
Brown Brothers Harriman & Co. 0.00% No change 1,312 $171K
Cromwell Holdings LLC 0.11% Add +82.5% 1,283 $168K
Hoey Investments, Inc. 0.03% No change 1,569 $165K
Icon Wealth Advisors, LLC 0.01% Add +32.8% 1,240 $162K
Parkside Financial Bank & Trust 0.02% Add +3.5% 1,219 $159K
Trust Co. of Vermont 0.01% No change 1,200 $157K
Brooklyn Investment Group 0.05% New 1,164 $152K
LRI Investments, LLC 0.01% Add +9.9% 1,010 $152K
Steph & Co. 0.05% Reduce -3.6% 1,161 $152K
Plante Moran Financial Advisors, LLC 0.01% New 1,107 $145K
Harbour Investments, Inc. 0.00% Add +408.6% 1,063 $139K
Elevation Wealth Partners, LLC 0.06% No change 1,025 $134K
Northwest Bank & Trust Co 0.10% No change 1,000 $131K
Ramirez Asset Management, Inc. 0.03% No change 1,000 $131K
Motco 0.01% No change 1,000 $131K
Delta Asset Management LLC 0.01% No change 991 $129K
Mather Group, Llc. 0.00% Add +273.5% 986 $129K
Perkins Coie Trust Co 0.03% No change 984 $128K
Sound Income Strategies, LLC 0.01% Add +0.2% 980 $128K
Cornerstone Planning Group LLC 0.03% Add +0.9% 855 $119K
MassMutual Private Wealth & Trust, FSB 0.00% Add +101.5% 911 $119K
Darwin Wealth Management, LLC 0.03% New 872 $114K
NBT Bank, N.A. 0.01% No change 860 $112K
Jaffetilchin Investment Partners, LLC 0.01% New 831 $109K
WR Wealth Planners, LLC 0.03% Add +5.2% 805 $105K
Stelac Advisory Services LLC 0.04% Reduce -41.8% 801 $105K
Canton Hathaway, LLC 0.03% No change 800 $104K
Washington Trust Advisors, Inc. 0.01% Add +13.4% 768 $100K
Banque Cantonale Vaudoise 0.00% New 767 $100K
Compagnie Lombard Odier SCmA 0.00% Add +53.0% 765 $100K
Gen-Wealth Partners Inc 0.04% No change 710 $100K
Smithfield Trust Co 0.00% Reduce -0.4% 750 $98K
Plato Investment Management Ltd 0.01% New 743 $97K
Tsfg, LLC 0.02% No change 726 $95K
CENTRAL TRUST Co 0.00% Add +227.0% 726 $95K
AlphaCentric Advisors LLC 0.07% Reduce -2.5% 688 $90K
Hemington Wealth Management 0.02% New 594 $82K
West Oak Capital, LLC 0.04% No change 625 $82K
Acadian Asset Management LLC 0.00% Reduce -88.9% 607 $79K
Ashton Thomas Securities, LLC 0.01% New 592 $77K
Princeton Global Asset Management LLC 0.01% New 592 $77K
CVA Family Office, LLC 0.01% No change 575 $75K
Arcadia Investment Management Corp. 0.01% No change 568 $74K
Sachetta, LLC 0.03% Add +547.7% 557 $73K
Kings Path Partners LLC 0.03% No change 556 $73K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +52.8% 550 $72K
Bruce G. Allen Investments, LLC 0.06% Reduce -14.6% 545 $71K
SJS Investment Consulting Inc. 0.01% No change 520 $68K
Silicon Valley Capital Partners 0.01% Add +0.2% 508 $66K
Oarsman Capital, Inc. 0.01% New 502 $66K
Planning Capital Management Corp 0.04% No change 500 $65K
First United Bank & Trust 0.02% No change 500 $65K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 500 $65K
Valley National Advisers Inc. 0.01% Reduce -69.6% 463 $60K
SOA Wealth Advisors, LLC. 0.01% No change 453 $59K
Hazlett, Burt & Watson, Inc. 0.03% No change 450 $59K
Riggs Asset Managment Co. Inc. 0.02% No change 445 $58K
Glen Eagle Advisors, LLC 0.01% No change 427 $56K
AdvisorNet Financial, Inc 0.00% Add +14.7% 421 $55K
Deseret Mutual Benefit Administrators 0.03% Reduce -11.2% 398 $52K
Western Pacific Wealth Management, LP 0.03% No change 382 $50K
Farmers & Merchants Investments Inc. 0.00% No change 365 $48K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 357 $47K
Versant Capital Management, Inc 0.01% Add +39.5% 353 $46K
Lanark Financial, Inc. 0.00% Add +1.4% 355 $46K
Missouri Trust & Investment Co 0.02% Reduce -6.8% 343 $45K
Beacon Capital Management, LLC 0.01% Add +279.1% 326 $43K
CGC Financial Services, LLC 0.02% No change 325 $42K
Truvestments Capital LLC 0.01% New 310 $40K
Riverview Trust Co 0.03% Add +4.4% 285 $37K
Coppell Advisory Solutions LLC 0.01% No change 276 $36K
Armstrong Advisory Group, Inc. 0.00% Add +17.7% 273 $36K
Pinnacle Bancorp, Inc. 0.01% No change 267 $35K
Eastern Bank 0.00% New 263 $34K
Resources Management Corp. /CT/ 0.00% No change 250 $33K
GW&K Investment Management, LLC 0.00% Add +91.3% 243 $32K
Naples Money Management LLC 0.03% Reduce -18.3% 245 $32K
Quarry LP 0.01% Reduce -82.8% 239 $31K
Ascentis Wealth Management, LLC 0.01% — 236 $31K
Raleigh Capital Management Inc. 0.01% Add +56.7% 235 $31K
Talon Private Wealth, LLC 0.01% — 231 $30K
Clear Point Advisors Inc. 0.02% Add +119.0% 230 $30K
Compass Wealth Management LLC 0.01% No change 228 $30K
MV Capital Management, Inc. 0.00% Add +235.9% 215 $28K
Quent Capital, LLC 0.00% No change 214 $28K
Foster Dykema Cabot & Partners, LLC 0.00% New 200 $26K
Meeder Asset Management Inc. 0.00% Reduce -3.5% 192 $25K
CoreCap Advisors, LLC 0.00% Add +161.1% 188 $25K
Pathway Financial Advisers, LLC 0.01% No change 186 $24K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +15.6% 185 $24K
Geneos Wealth Management Inc. 0.00% Add +852.6% 181 $24K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 178 $23K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 167 $22K
Abound Wealth Management 0.01% New 164 $21K
Crewe Advisors LLC 0.00% Add +22.4% 153 $20K
Capital Advisors, Ltd. LLC 0.00% Add +108.0% 156 $20K
Elequin Capital, LP 0.04% New 152 $20K
Carolina Wealth Advisors, LLC 0.01% New 134 $17K
Atticus Wealth Management, LLC 0.01% No change 133 $17K
Grove Bank & Trust 0.00% Add +41.7% 119 $16K
Earned Wealth Advisors, LLC 0.00% New 116 $15K
BOK Financial Private Wealth, Inc. 0.00% No change 116 $15K
JFS Wealth Advisors, LLC 0.00% Add +3.6% 114 $15K
Cedar Wealth Management, LLC 0.00% No change 109 $14K
Creative Financial Designs Inc. 0.00% No change 108 $14K
Global Trust Asset Management, LLC 0.00% New 100 $13K
Venturi Wealth Management, LLC 0.00% New 94 $12K
Christopher J. Hasenberg, Inc 0.01% New 93 $12K
Colonial Trust Co / SC 0.00% Add +12.7% 80 $11K
Empirical Asset Management, LLC 0.00% No change 10,331 $10K
Wolff Wiese Magana LLC 0.01% Add +51.0% 77 $10K
Financial Management Professionals, Inc. 0.00% Add +21.1% 69 $9K
Penserra Capital Management LLC 0.00% Reduce -99.1% 75 $9K
Valued Wealth Advisors LLC 0.01% Add +50.0% 66 $9K
Fairman Group, LLC 0.01% No change 66 $9K
IFS Advisors, LLC 0.01% Add +160.0% 65 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +56.1% 64 $8K
Highline Wealth Partners LLC 0.00% Add +142.3% 63 $8K
Salem Investment Counselors Inc. 0.00% Add +19.6% 61 $8K
Baldwin Wealth Partners LLC 0.00% Add +510.0% 61 $8K
Bellevue Asset Management, LLC 0.00% Reduce -11.7% 53 $7K
Private Wealth Management Group, LLC 0.00% Reduce -3.8% 51 $7K
Continuum Advisory, LLC 0.00% Add +740.0% 42 $6K
Pacific Center for Financial Services 0.00% No change 47 $6K
Park Place Capital Corp 0.00% No change 47 $6K
Bell Investment Advisors, Inc 0.00% No change 46 $6K
Redmont Wealth Advisors LLC 0.01% No change 44 $6K
Activest Wealth Management 0.00% New 42 $6K
Stephens Consulting, LLC 0.00% Reduce -32.2% 40 $5K
Creekmur Asset Management LLC 0.00% New 36 $5K
PFS Partners, LLC 0.00% No change 35 $5K
FSA Wealth Management LLC 0.00% — 34 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 30 $4K
FWL Investment Management, LLC 0.00% New 29 $4K
VitalStone Financial, LLC 0.00% New 26 $3K
Tucker Asset Management LLC 0.00% Reduce -13.3% 26 $3K
Global Wealth Strategies & Associates 0.00% New 25 $3K
Concourse Financial Group Securities, Inc. 0.00% Reduce -74.0% 25 $3K
Raffa Wealth Management, LLC 0.00% Reduce -98.0% 17 $2K
Westside Investment Management, Inc. 0.00% No change 18 $2K
Anchor Investment Management, LLC 0.00% New 15 $2K
Aspect Partners, LLC 0.00% No change 13 $2K
JDM Financial Group LLC 0.00% New 13 $2K
WestEnd Advisors, LLC 0.00% Add +8.3% 13 $2K
Core Alternative Capital 0.00% No change 12 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $1K
Avion Wealth 0.00% No change 14 $1K
Voisard Asset Management Group, Inc. 0.00% New 5 $653
Chesapeake Asset Management LLC 0.00% New 5 $652
HM Payson & Co. 0.00% New 4 $523
Annapolis Financial Services, LLC 0.00% New 4 $458
Planned Solutions, Inc. 0.00% New 3 $392
West Branch Capital LLC 0.00% New 3 $392
Reston Wealth Management LLC 0.00% New 3 $392
Ancora Advisors LLC 0.00% New 2 $261
Y.D. More Investments Ltd 0.00% Add +5.0% 378 $133
Mendota Financial Group, LLC 0.00% New 1 $131
First Personal Financial Services 0.00% New 1 $131
FinTrust Capital Advisors, LLC 0.00% No change 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.