KKR & Co.KKR
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 1,324 institutions reported holding KKR & Co. Inc. (KKR) in their 13F filings, up 153 from Q3 2024. 151 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($8.4B), BlackRock, Inc. ($6.9B) and Capital International Investors ($5.2B). 18 famous investors held it, including Chuck Akre (13.2% of Akre Capital Management's portfolio), Stephen Mandel (4.4% of Lone Pine Capital's portfolio) and Tom Gayner (1.9% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 151 | $727.1M |
| Exits | 58 | $196.3M |
All 13F filers, Q3 2024 → Q4 2024: 29,851,248 shares bought and 30,412,160 shares sold, net −560,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,324 holders
| Vanguard Group Inc. | 0.15% | Add +0.8% | 56,687,516 | $8.4B |
| BlackRock, Inc. | 0.14% | Add +6.3% | 46,945,246 | $6.9B |
| Capital International Investors | 0.98% | Reduce -11.6% | 35,174,438 | $5.2B |
| State Street Corp. | 0.16% | Add +2.9% | 27,487,135 | $4.1B |
| Wellington Management Group LLP | 0.60% | Reduce -6.3% | 21,944,995 | $3.2B |
| JPMorgan Chase & Co. | 0.24% | Reduce -2.8% | 20,517,582 | $3.0B |
| Principal Financial Group Inc. | 1.53% | Reduce -8.5% | 18,928,806 | $2.8B |
| Capital World Investors | 0.42% | Reduce -0.0% | 18,857,376 | $2.8B |
| Massachusetts Financial Services Co. | 0.78% | Reduce -0.7% | 16,690,326 | $2.5B |
| Geode Capital Management, LLC | 0.16% | Add +3.4% | 14,047,900 | $2.1B |
| FMR LLC | 0.11% | Add +6.7% | 12,003,389 | $1.8B |
| Invesco Ltd. | 0.32% | Reduce -10.4% | 11,672,757 | $1.7B |
| Brown Advisory Inc. | 2.03% | Reduce -3.8% | 10,834,722 | $1.6B |
| Akre Capital Management | 13.16% | Reduce -9.7% | 10,283,564 | $1.5B |
| Norges Bank | 0.19% | Add +3.0% | 9,703,968 | $1.4B |
| Bank of America Corp. | 0.13% | Reduce -3.0% | 9,663,883 | $1.4B |
| First Manhattan Co. Llc. | 3.66% | Reduce -3.5% | 8,392,141 | $1.2B |
| Manufacturers Life Insurance Company, The | 0.87% | Reduce -10.9% | 6,728,192 | $995.2M |
| Nuveen Asset Management, LLC | 0.28% | Add +106.2% | 6,584,370 | $973.9M |
| Northern Trust Corp. | 0.13% | Add +10.8% | 6,150,636 | $909.7M |
| Morgan Stanley | 0.06% | Add +10.0% | 5,847,434 | $864.9M |
| Legal & General Group Plc | 0.17% | Reduce -8.7% | 4,319,121 | $638.8M |
| Lone Pine Capital | 4.45% | Reduce -10.5% | 4,048,143 | $598.8M |
| Bank of New York Mellon Corp | 0.11% | Reduce -2.8% | 3,873,883 | $573.0M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +2.3% | 3,772,331 | $558.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.12% | Add +10.7% | 3,345,537 | $494.8M |
| Van Lanschot Kempen Investment Management N.V. | 4.54% | Reduce -14.8% | 3,083,476 | $456.1M |
| Winslow Capital Management, LLC | 1.61% | Reduce -26.9% | 3,073,500 | $454.6M |
| T. Rowe Price Associates Inc. | 0.05% | Add +14.4% | 3,066,190 | $453.5M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -11.5% | 3,007,428 | $444.8M |
| Capital Research Global Investors | 0.09% | Reduce -21.2% | 2,824,189 | $417.7M |
| Coatue Management | 1.33% | Reduce -2.1% | 2,661,938 | $393.7M |
| Millennium Management | 0.32% | Add +6.0% | 2,407,761 | $356.1M |
| Citadel Advisors | 0.33% | Add +48.1% | 2,399,726 | $354.9M |
| Wells Fargo & Company | 0.08% | Reduce -3.0% | 2,223,202 | $328.8M |
| GQG Partners LLC | 0.48% | New | 2,202,368 | $325.8M |
| Royal Bank of Canada | 0.07% | Add +24.4% | 2,152,639 | $318.4M |
| Amundi | 0.11% | Add +51.8% | 2,136,126 | $316.7M |
| Canada Pension Plan Investment Board | 0.30% | Reduce -2.9% | 2,101,292 | $310.8M |
| UBS Group AG | 0.06% | Add +25.9% | 1,950,151 | $288.4M |
| CI Investments Inc. | 1.08% | Add +1.9% | 1,939,565 | $286.9M |
| Deutsche Bank AG | 0.11% | Add +90.9% | 1,895,158 | $280.3M |
| Barclays PLC | 0.13% | Reduce -24.4% | 1,757,543 | $260.0M |
| California Public Employees Retirement System | 0.17% | Reduce -0.4% | 1,684,299 | $249.1M |
| Bessemer Group Inc. | 0.39% | Reduce -1.3% | 1,611,385 | $238.3M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.1% | 1,549,712 | $229.2M |
| Citigroup Inc. | 0.22% | Add +116.5% | 1,528,665 | $226.1M |
| Voya Investment Management LLC | 0.27% | Add +10.4% | 1,511,081 | $223.5M |
| Raymond James Financial Inc. | 0.08% | — | 1,480,076 | $218.9M |
| Markel Group | 1.89% | No change | 1,451,800 | $214.7M |
| 1832 Asset Management L.P. | 0.37% | Reduce -11.3% | 1,417,596 | $209.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.14% | Add +1.2% | 1,389,891 | $205.6M |
| Clearbridge Investments, LLC | 0.16% | Add +1.5% | 1,362,269 | $201.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +8.4% | 1,336,716 | $197.7M |
| National Pension Service | 0.18% | Add +7.2% | 1,267,741 | $187.5M |
| Bank of Montreal | 0.09% | Reduce -3.7% | 1,252,409 | $185.2M |
| HSBC Holdings PLC | 0.11% | Reduce -7.9% | 1,230,935 | $182.4M |
| Ameriprise Financial Inc. | 0.04% | Reduce -12.1% | 1,173,947 | $173.6M |
| Gabelli Funds LLC | 1.22% | Reduce -0.8% | 1,082,637 | $160.1M |
| Rhumbline Advisers | 0.14% | Reduce -1.3% | 1,062,727 | $157.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.15% | Add +9.8% | 1,028,820 | $156.4M |
| Allspring Global Investments Holdings, LLC | 0.25% | Add +92.5% | 1,047,382 | $156.2M |
| Roberts Foundation | 70.84% | — | 1,000,000 | $147.9M |
| Sei Investments Co. | 0.18% | Reduce -21.5% | 966,163 | $142.9M |
| California State Teachers Retirement System | 0.16% | Reduce -4.7% | 940,971 | $139.2M |
| Ensign Peak Advisors, Inc | 0.24% | Add +11.1% | 915,870 | $135.5M |
| Assenagon Asset Management S.A. | 0.24% | Add +61.1% | 890,926 | $131.8M |
| Macquarie Group Ltd. | 0.16% | Reduce -28.1% | 913,276 | $131.2M |
| Viking Global Investors | 0.42% | Reduce -51.6% | 875,778 | $129.5M |
| Hudson Way Capital Management LLC | 14.32% | Reduce -11.8% | 856,925 | $126.7M |
| Alliancebernstein L.P. | 0.04% | Add +16.7% | 845,636 | $125.1M |
| BNP Paribas Financial Markets | 0.09% | Add +6.5% | 815,496 | $120.6M |
| New York State Common Retirement Fund | 0.16% | Add +1.1% | 805,594 | $119.2M |
| American Century Companies Inc. | 0.07% | Add +657.7% | 798,507 | $118.1M |
| Neuberger Berman Group LLC | 0.09% | Add +158.7% | 795,394 | $117.6M |
| Bain Capital Public Equity Management II, LLC | 5.00% | Reduce -13.1% | 734,651 | $108.7M |
| PointState Capital LP | 2.43% | Reduce -20.4% | 722,564 | $106.9M |
| Harris Associates (Oakmark Funds) | 0.18% | Reduce -11.3% | 715,717 | $105.9M |
| LPL Financial LLC | 0.04% | Add +36.4% | 702,200 | $103.9M |
| Franklin Resources Inc. | 0.03% | Reduce -11.2% | 680,999 | $100.7M |
| Balyasny Asset Management L.P. | 0.24% | Add +518.3% | 678,651 | $100.4M |
| Squarepoint Ops LLC | 0.25% | Add +3465.2% | 647,337 | $95.7M |
| Holocene Advisors, LP | 0.30% | Reduce -23.4% | 631,262 | $93.4M |
| State Board of Administration of Florida Retirement System | 0.18% | Add +1.5% | 630,255 | $93.2M |
| Adage Capital Partners Gp, L.L.C. | 0.16% | Reduce -4.7% | 629,700 | $93.1M |
| Frontier Capital Management Co. LLC | 0.85% | Reduce -27.0% | 607,824 | $89.9M |
| Natixis Advisors, LLC | 0.16% | Add +1.0% | 576,741 | $85.3M |
| Zurich Insurance Group Ltd | 0.69% | Reduce -1.7% | 572,098 | $84.6M |
| Atalanta Sosnoff Capital, LLC | 1.84% | Reduce -1.6% | 571,807 | $84.6M |
| CANADA LIFE ASSURANCE Co | 0.14% | Add +0.7% | 541,791 | $80.2M |
| National Bank of Canada | 0.10% | Add +2.4% | 540,705 | $80.0M |
| Mariner, LLC | 0.13% | Reduce -4.6% | 531,391 | $78.6M |
| Korea Investment CORP | 0.17% | Reduce -50.0% | 488,741 | $72.3M |
| National Philanthropic Trust | 1.04% | Add +0.0% | 485,572 | $71.8M |
| New York State Teachers Retirement System | 0.15% | Reduce -0.3% | 480,954 | $71.1M |
| Keystone Investors Pte Ltd. | 4.93% | Add +10340.0% | 476,797 | $70.5M |
| APG Asset Management N.V. | 0.19% | Add +336.1% | 488,505 | $69.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.07% | Add +21.4% | 455,181 | $67.3M |
| Border to Coast Pensions Partnership Ltd | 1.30% | Add +1.1% | 450,000 | $66.5M |
| Storebrand Asset Management As | 0.19% | Add +1.9% | 426,543 | $63.1M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.24% | — | 419,566 | $62.1M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -85.1% | 411,559 | $60.9M |
| LGT Capital Partners LTD. | 2.30% | Reduce -12.2% | 409,500 | $60.6M |
| First Trust Advisors LP | 0.05% | Add +35.1% | 401,035 | $59.3M |
| Meitav Investment House Ltd. | 1.00% | Add +11.2% | 400,641 | $59.2M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +67.0% | 382,793 | $56.6M |
| State of Wisconsin Investment Board | 0.15% | Reduce -5.1% | 381,757 | $56.5M |
| Stifel Financial Corp. | 0.06% | Add +13.0% | 381,427 | $56.4M |
| Focus Partners Wealth | 0.15% | Add +0.4% | 381,354 | $56.4M |
| Aviva PLC | 0.14% | Add +144.3% | 376,159 | $55.6M |
| Partners Group Holding AG | 1.98% | Reduce -32.9% | 373,052 | $55.2M |
| Prudential Financial Inc. | 0.07% | Reduce -16.4% | 366,038 | $54.1M |
| GAMCO Investors | 0.57% | Reduce -2.7% | 364,708 | $53.9M |
| Sapient Capital LLC | 1.03% | Add +1.4% | 363,095 | $53.7M |
| Chevy Chase Trust Holdings, LLC | 0.16% | Reduce -2.0% | 356,756 | $52.8M |
| Lord, Abbett & Co. LLC | 0.17% | Reduce -9.6% | 350,712 | $51.9M |
| Capital International, Inc. | 0.61% | Add +10.8% | 348,299 | $51.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.10% | — | 339,388 | $50.2M |
| Rathbones Group PLC | 0.24% | Add +1216.2% | 337,482 | $49.9M |
| STRS Ohio | 0.20% | Reduce -23.9% | 337,440 | $49.9M |
| Bahl & Gaynor LLC | 0.26% | Add +7.1% | 331,005 | $49.0M |
| Vident Advisory, LLC | 0.85% | Add +2631.8% | 328,446 | $48.6M |
| Artemis Investment Management LLP | 0.68% | New | 322,143 | $47.6M |
| TD Asset Management Inc | 0.04% | Reduce -13.0% | 307,884 | $45.5M |
| TCW Group Inc. | 0.38% | Add +22.2% | 307,804 | $45.5M |
| Rockefeller Capital Management L.P. | 0.12% | Add +2.8% | 302,281 | $44.7M |
| Walleye Capital LLC | 0.47% | Add +646.6% | 298,179 | $44.1M |
| Treasurer of the State of North Carolina | 0.17% | Add +0.6% | 296,271 | $43.8M |
| Private Capital Management, LLC | 4.65% | Reduce -13.1% | 294,484 | $43.6M |
| Russell Investments Group, Ltd. | 0.06% | Add +101.0% | 292,984 | $43.4M |
| Royal London Asset Management Ltd. | 0.10% | Add +6.2% | 287,224 | $42.5M |
| Public Employees Retirement System of Ohio | 0.15% | Reduce -4.7% | 286,200 | $42.3M |
| Artisan Partners Limited Partnership | 0.06% | New | 282,447 | $41.8M |
| Susquehanna International Group, LLP | 0.06% | Reduce -4.5% | 282,446 | $41.8M |
| Bollard Group LLC | 1.15% | Reduce -6.7% | 279,840 | $41.4M |
| Oribel Capital Management, LP | 2.79% | New | 278,100 | $41.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.10% | Reduce -1.8% | 277,273 | $41.0M |
| Federated Hermes, Inc. | 0.09% | Reduce -13.0% | 275,327 | $40.7M |
| Pictet Asset Management Holding SA | 0.04% | Reduce -3.3% | 274,197 | $40.6M |
| Handelsbanken Fonder AB | 0.15% | Add +12.8% | 273,609 | $40.5M |
| Greenhaven Road Investment Management, L.P. | 15.25% | Reduce -4.3% | 266,700 | $39.4M |
| Adell Harriman & Carpenter Inc. | 2.71% | Add +0.5% | 263,449 | $39.0M |
| Enstar Group LTD | 13.54% | Reduce -61.7% | 263,129 | $38.9M |
| XN LP | 1.68% | No change | 258,936 | $38.3M |
| Governors Lane LP | 5.88% | Reduce -16.3% | 258,100 | $38.2M |
| Performance Wealth Partners, LLC | 1.22% | Add +9.9% | 256,301 | $37.9M |
| United Capital Financial Advisors, LLC | 0.32% | Reduce -3.3% | 255,955 | $37.9M |
| Point72 Asset Management | 0.11% | New | 255,521 | $37.8M |
| Asset Management One Co., Ltd. | 0.13% | Add +1.4% | 249,659 | $37.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.11% | Add +11.3% | 251,925 | $37.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.17% | Add +12.1% | 248,224 | $37.0M |
| Candriam S.C.A. | 0.21% | Add +17.6% | 247,260 | $36.6M |
| Credit Agricole S A | 0.12% | Add +350.6% | 241,777 | $35.8M |
| Rafferty Asset Management, LLC | 0.13% | Add +3.7% | 239,761 | $35.5M |
| State of Tennessee, Department of Treasury | 0.13% | Reduce -8.1% | 238,699 | $35.3M |
| Ariel Investments | 0.37% | Reduce -15.4% | 235,092 | $34.8M |
| DE Burlo Group Inc. | 4.57% | Reduce -23.3% | 231,400 | $34.2M |
| Delta Global Management LP | 2.83% | Add +1.4% | 231,118 | $34.2M |
| State of New Jersey Common Pension Fund D | 0.14% | No change | 230,983 | $34.2M |
| Victory Capital Management Inc. | 0.03% | Reduce -1.6% | 230,353 | $34.1M |
| BBR Partners, LLC | 2.37% | Reduce -0.6% | 229,752 | $34.0M |
| River Road Asset Management, LLC | 0.45% | Reduce -32.9% | 229,176 | $33.9M |
| Renaissance Group LLC | 1.37% | Reduce -16.7% | 223,369 | $33.1M |
| Toronto Dominion Bank | 0.06% | Add +0.6% | 220,987 | $32.7M |
| Zuckerman Investment Group, LLC | 3.10% | Reduce -2.6% | 197,305 | $32.2M |
| Aberdeen Group plc | 0.06% | Reduce -16.4% | 215,870 | $32.0M |
| Maverick Capital | 0.57% | New | 215,020 | $31.8M |
| Caldwell Investment Management Ltd. | 21.22% | Add +2.9% | 212,400 | $31.5M |
| KLP Kapitalforvaltning As | 0.15% | — | 209,500 | $31.0M |
| DNB Asset Management AS | 0.13% | Add +6.0% | 208,223 | $30.8M |
| Oppenheimer & Co. Inc. | 0.45% | Add +1.0% | 205,800 | $30.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -1.4% | 200,408 | $29.6M |
| Forsta Ap-Fonden | 0.21% | Add +1.4% | 197,700 | $29.2M |
| Danske Bank A/S | 0.09% | Add +5.6% | 196,756 | $29.1M |
| Point72 Europe (London) LLP | 1.67% | Reduce -2.0% | 195,549 | $28.9M |
| Allen Investment Management, LLC | 0.33% | Add +579.4% | 190,924 | $28.2M |
| Factory Mutual Insurance Co. | 0.30% | Reduce -9.5% | 190,000 | $28.1M |
| MetLife Investment Management, LLC | 0.15% | Add +1.6% | 187,195 | $27.7M |
| Cerity Partners LLC | 0.06% | Reduce -1.6% | 187,009 | $27.4M |
| Allianz Asset Management GmbH | 0.04% | Add +5.3% | 184,767 | $27.3M |
| State of Michigan Retirement System | 0.14% | Reduce -0.3% | 183,200 | $27.1M |
| Capital Group Private Client Services, Inc. | 0.25% | Add +42.8% | 180,146 | $26.6M |
| Arizona State Retirement System | 0.16% | Add +0.7% | 179,300 | $26.5M |
| Resona Asset Management Co.,Ltd. | 0.16% | Reduce -5.2% | 177,895 | $26.4M |
| UniSuper Management Pty Ltd | 0.19% | Add +4.4% | 177,355 | $26.2M |
| Public Sector Pension Investment Board | 0.11% | Add +48.8% | 175,136 | $25.9M |
| Badgley Phelps Wealth Managers, LLC | 0.58% | Add +1.6% | 166,872 | $24.7M |
| Levin Capital Strategies, L.P. | 2.33% | Add +0.0% | 164,996 | $24.4M |
| Punch & Associates Investment Management, Inc. | 1.34% | Reduce -1.2% | 163,890 | $24.2M |
| Mediolanum International Funds Ltd | 0.31% | New | 160,367 | $23.7M |
| Corebridge Financial, Inc. | 0.13% | Reduce -4.0% | 160,095 | $23.7M |
| Stephens Inc. | 0.33% | Add +11.1% | 158,920 | $23.5M |
| Cullen/Frost Bankers, Inc. | 0.31% | Add +2.4% | 155,749 | $23.0M |
| Corient Private Wealth LP | 0.04% | Add +159.1% | 155,244 | $23.0M |
| Marsico Capital Management LLC | 0.62% | Add +78.7% | 154,854 | $22.9M |
| Oddo BHF Asset Management Sas | 1.16% | Add +44.7% | 154,740 | $22.9M |
| Jackson Hill Advisors, LLC | 11.54% | Reduce -3.4% | 154,500 | $22.9M |
| Tiaa Trust, National Association | 0.07% | Reduce -15.4% | 153,021 | $22.6M |
| TRB Advisors LP | 3.69% | Add +200.0% | 150,000 | $22.2M |
| Czech National Bank | 0.20% | Add +6.5% | 146,366 | $21.6M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.9% | 146,157 | $21.6M |
| Northeast Financial Consultants Inc | 0.91% | No change | 145,950 | $21.6M |
| Bank of Nova Scotia | 0.04% | Add +80.8% | 145,878 | $21.6M |
| Foster Dykema Cabot & Partners, LLC | 1.68% | Add +72807.5% | 145,815 | $21.6M |
| ProShare Advisors LLC | 0.05% | Add +11.6% | 144,652 | $21.4M |
| Picton Mahoney Asset Management | 0.81% | Reduce -17.4% | 144,380 | $21.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.13% | Reduce -2.2% | 143,537 | $21.2M |
| Alyeska Investment Group, L.P. | 0.08% | Reduce -73.0% | 142,815 | $21.1M |
| Swiss Life Asset Management Ltd | 0.15% | Add +475.1% | 139,538 | $20.6M |
| Prana Capital Management, LP | 0.98% | New | 139,189 | $20.6M |
| Cibc World Market Inc. | 0.05% | Add +292.8% | 136,972 | $20.3M |
| Maestria Partners LLC | 7.97% | — | 136,000 | $20.1M |
| FineMark National Bank & Trust | 0.70% | Add +1.3% | 135,703 | $20.1M |
| Amalgamated Bank | 0.16% | Reduce -2.4% | 131,968 | $19.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +9.5% | 131,031 | $19.4M |
| Captrust Financial Advisors | 0.06% | Reduce -1.6% | 130,101 | $19.2M |
| North Star Investment Management Corp. | 1.33% | Reduce -9.8% | 129,540 | $19.2M |
| Fisher Funds Management LTD | 0.46% | — | 129,284 | $19.2M |
| SOL Capital Management CO | 2.12% | Reduce -1.4% | 129,003 | $19.1M |
| Crescent Park Management, L.P. | 7.79% | Reduce -14.8% | 128,003 | $18.9M |
| Cetera Investment Advisers | 0.04% | Add +22.4% | 125,716 | $18.6M |
| GoodHaven Capital Management, LLC | 6.06% | No change | 125,265 | $18.5M |
| Janney Montgomery Scott LLC | 0.05% | Add +15.8% | 123,299 | $18.2M |
| Baron Capital (BAMCO) | 0.05% | Add +4.1% | 122,810 | $18.2M |
| KBC Group NV | 0.05% | Reduce -11.2% | 121,855 | $18.0M |
| Whittier Trust Co. | 0.23% | Add +3.2% | 119,239 | $17.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.10% | Add +14.8% | 118,954 | $17.6M |
| Worldquant Millennium Advisors LLC | 0.11% | Reduce -47.6% | 118,213 | $17.5M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.37% | No change | 117,747 | $17.4M |
| Point72 (DIFC) Ltd | 1.57% | Add +43.2% | 117,550 | $17.4M |
| Buffington Mohr McNeal | 2.86% | Reduce -0.5% | 116,605 | $17.2M |
| Private Wealth Partners, LLC | 1.32% | Reduce -4.2% | 116,595 | $17.2M |
| Cookson Peirce & Co. Inc. | 0.78% | Reduce -0.0% | 116,540 | $17.2M |
| Perennial Advisors, LLC | 3.71% | — | 115,149 | $17.0M |
| Jupiter Asset Management Ltd. | 0.16% | Add +50.9% | 114,184 | $16.9M |
| Federation des caisses Desjardins du Quebec | 0.09% | Reduce -2.2% | 114,058 | $16.9M |
| Utah Retirement Systems | 0.18% | Add +0.2% | 111,600 | $16.5M |
| Xponance LLC | 0.15% | Add +3.8% | 111,394 | $16.5M |
| IFM Investors Pty Ltd | 0.17% | Reduce -8.8% | 111,173 | $16.4M |
| Varma Mutual Pension Insurance Co | 0.12% | Reduce -31.4% | 111,127 | $16.4M |
| Sanctuary Advisors, LLC | 0.10% | Add +6.0% | 98,319 | $16.4M |
| USS Investment Management Ltd | 0.12% | Reduce -15.9% | 110,308 | $16.3M |
| CIBC Asset Management Inc | 0.05% | Add +4.6% | 109,201 | $16.2M |
| Lountzis Asset Management, LLC | 6.66% | Reduce -0.5% | 106,284 | $15.7M |
| Cibc World Markets Corp. | 0.09% | Reduce -18.4% | 104,082 | $15.4M |
| Lynwood Price Capital Management LP | 10.55% | — | 103,500 | $15.3M |
| Matthew 25 Management Corp | 4.81% | Reduce -8.9% | 102,500 | $15.2M |
| Robeco Institutional Asset Management B.V. | 0.03% | Add +1.7% | 102,000 | $15.1M |
| Chickasaw Capital Management LLC | 0.61% | Reduce -0.7% | 101,583 | $15.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +0.9% | 100,646 | $14.9M |
| New York Life Investment Management LLC | 0.14% | Add +0.2% | 100,007 | $14.8M |
| Comerica Bank | 0.06% | Reduce -9.9% | 98,115 | $14.5M |
| EverSource Wealth Advisors, LLC | 0.82% | Reduce -0.3% | 98,038 | $14.5M |
| Police & Firemen's Retirement System of New Jersey | 0.14% | — | 97,883 | $14.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.5% | 96,516 | $14.3M |
| Truist Financial Corp. | 0.02% | Add +9.9% | 96,034 | $14.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.14% | Reduce -4.1% | 95,675 | $14.2M |
| HighTower Advisors, LLC | 0.02% | Add +10.9% | 94,782 | $14.0M |
| Teachers Retirement System of the State of Kentucky | 0.12% | New | 94,643 | $14.0M |
| Mirador Capital Partners LP | 2.53% | Add +1.4% | 94,412 | $14.0M |
| Lavaca Capital LLC | 6.03% | Reduce -2.8% | 92,800 | $13.7M |
| Daiwa Securities Group Inc. | 0.06% | Add +16.9% | 92,566 | $13.7M |
| Osaic Holdings, Inc. | 0.03% | Add +11.8% | 100,070 | $13.7M |
| MML Investors Services, LLC | 0.05% | Add +29.5% | 91,195 | $13.5M |
| Global Frontier Investments LLC | 3.46% | — | 91,000 | $13.5M |
| City of London Investment Management Co. Ltd. | 1.32% | Reduce -34.8% | 90,229 | $13.3M |
| AXA S.A. | 0.04% | Add +196.0% | 88,800 | $13.1M |
| Triavera Capital LLC | 7.89% | — | 88,591 | $13.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -5.2% | 88,483 | $13.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.06% | Reduce -14.5% | 87,688 | $13.0M |
| Jennison Associates LLC | 0.01% | Reduce -6.6% | 87,551 | $12.9M |
| Campbell Capital Management Inc. | 5.04% | Add +2.0% | 87,068 | $12.9M |
| Texas Yale Capital Corp. | 0.51% | Add +0.1% | 86,363 | $12.8M |
| Public Employees Retirement Association of Colorado | 0.05% | Add +0.3% | 85,002 | $12.6M |
| Community Trust & Investment Co. | 0.77% | Add +2.9% | 84,301 | $12.5M |
| Palisade Capital Management, LP | 0.37% | No change | 83,758 | $12.4M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -2.6% | 80,871 | $12.0M |
| Schroder Investment Management Group | 0.01% | Add +19.5% | 80,086 | $11.9M |
| ExodusPoint Capital Management, LP | 0.12% | New | 79,623 | $11.8M |
| Cinctive Capital Management LP | 0.63% | Add +120.0% | 79,619 | $11.8M |
| Assetmark, Inc. | 0.03% | Reduce -6.8% | 79,534 | $11.8M |
| Nomura Holdings Inc. | 0.06% | Add +452.4% | 78,058 | $11.5M |
| Nissay Asset Management Corp. /Japan | 0.07% | Reduce -0.9% | 76,564 | $11.5M |
| Creative Planning | 0.01% | Add +11.5% | 77,107 | $11.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +33.2% | 77,091 | $11.4M |
| State of Alaska, Department of Revenue | 0.13% | Reduce -1.8% | 76,965 | $11.4M |
| Financial Counselors Inc. | 0.17% | Add +0.2% | 76,481 | $11.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +48.3% | 75,606 | $11.3M |
| Capital Fund Management S.A. | 0.11% | New | 75,727 | $11.2M |
| Covey Capital Advisors, LLC | 12.66% | Reduce -8.9% | 75,280 | $11.1M |
| B & T Capital Management DBA Alpha Capital Management | 2.03% | Reduce -8.5% | 74,744 | $11.1M |
| Unisphere Establishment | 0.10% | No change | 74,500 | $11.0M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +2188.9% | 73,955 | $10.9M |
| Jane Street Group, LLC | 0.02% | Reduce -35.1% | 73,076 | $10.8M |
| Swedbank AB | 0.01% | Add +0.5% | 72,759 | $10.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.11% | Add +6.1% | 72,019 | $10.7M |
| Natixis | 0.07% | Add +98.0% | 70,932 | $10.5M |
| Hudson Bay Capital Management LP | 0.07% | No change | 70,000 | $10.4M |
| Nisa Investment Advisors, LLC | 0.04% | Add +2.3% | 69,154 | $10.2M |
| Pathstone Holdings, LLC | 0.04% | Add +10.1% | 68,414 | $10.1M |
| Kestra Advisory Services, LLC | 0.06% | Add +2.8% | 68,191 | $10.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +4.9% | 68,172 | $10.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.28% | Reduce -27.7% | 67,025 | $9.9M |
| Pacer Advisors, Inc. | 0.02% | Add +33.1% | 66,577 | $9.8M |
| Calamos Advisors LLC | 0.07% | Reduce -48.0% | 66,086 | $9.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 66,000 | $9.8M |
| Yousif Capital Management, LLC | 0.11% | Reduce -9.9% | 65,664 | $9.7M |
| Empowered Funds, LLC | 0.14% | Add +7.2% | 65,071 | $9.6M |
| DJE Kapital AG | 0.22% | — | 64,837 | $9.5M |
| Osborne Partners Capital Management, LLC | 0.55% | Reduce -4.0% | 64,165 | $9.5M |
| Mizuho Securities USA LLC | 0.17% | Add +46.3% | 63,980 | $9.5M |
| Chicago Partners Investment Group LLC | 0.31% | Add +156.7% | 63,540 | $9.4M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -3.0% | 61,473 | $9.1M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -3.0% | 61,473 | $9.1M |
| Beck Mack & Oliver LLC | 0.17% | Reduce -1.1% | 60,866 | $9.0M |
| Triangle Securities Wealth Management | 2.31% | Reduce -7.7% | 60,842 | $9.0M |
| Elo Mutual Pension Insurance Co | 0.19% | Add +8.9% | 59,720 | $8.8M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +0.1% | 59,626 | $8.8M |
| Sterling Investment Advisors, Ltd. | 2.11% | Reduce -6.8% | 58,943 | $8.7M |
| Menlo Advisors LLC | 4.40% | Reduce -3.7% | 58,320 | $8.6M |
| Oregon Public Employees Retirement Fund | 0.16% | Add +0.3% | 57,880 | $8.6M |
| AE Wealth Management LLC | 0.07% | Add +17.6% | 57,085 | $8.4M |
| Mackenzie Financial Corp. | 0.01% | Reduce -9.9% | 56,598 | $8.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +104.7% | 56,423 | $8.3M |
| NewEdge Advisors, LLC | 0.05% | Add +16.3% | 55,829 | $8.3M |
| Denali Advisors LLC | 0.86% | Add +131.8% | 55,681 | $8.2M |
| Waratah Capital Advisors Ltd. | 0.46% | Reduce -13.7% | 55,276 | $8.2M |
| UMB Bank, n.a. | 0.13% | Add +3.2% | 54,899 | $8.1M |
| Boothbay Fund Management, LLC | 0.26% | Add +2969.5% | 54,882 | $8.1M |
| ArrowMark Colorado Holdings LLC | 0.11% | No change | 54,400 | $8.0M |
| US Bancorp \de | 0.01% | Add +4.7% | 53,186 | $7.9M |
| Whittier Trust Co. of Nevada Inc. | 0.19% | Add +6.5% | 53,048 | $7.8M |
| Tidal Investments LLC | 0.06% | Reduce -4.4% | 52,684 | $7.8M |
| BOCHK Asset Management Ltd | 2.35% | New | 52,000 | $7.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.08% | Add +11.0% | 51,995 | $7.7M |
| Gateway Investment Advisers LLC | 0.09% | Add +4.4% | 51,788 | $7.7M |
| AQR Capital Management | 0.01% | Add +4.5% | 51,435 | $7.6M |
| Atria Investments, Inc | 0.09% | Add +11.3% | 50,453 | $7.5M |
| Coastal Bridge Advisors, LLC | 1.87% | Reduce -5.7% | 50,195 | $7.4M |
| Grand Jean Capital Management Inc. | 1.72% | Reduce -11.9% | 50,067 | $7.4M |
| Gillson Capital LP | 0.67% | New | 49,912 | $7.4M |
| Avanza Fonder AB | 0.22% | — | 49,604 | $7.3M |
| Nordea Investment Management AB | 0.01% | Reduce -8.2% | 49,421 | $7.3M |
| Marvin & Palmer Associates Inc. | 5.58% | Reduce -17.6% | 49,377 | $7.3M |
| Logan Capital Management Inc. | 0.30% | New | 48,634 | $7.2M |
| Gulf International Bank (UK) Ltd | 0.18% | Reduce -1.1% | 48,241 | $7.1M |
| WMS Partners, LLC | 0.39% | Reduce -0.0% | 47,465 | $7.0M |
| Heron Bay Capital Management | 1.46% | Reduce -14.4% | 47,120 | $7.0M |
| Beach Investment Counsel Inc. | 0.94% | Reduce -25.7% | 47,100 | $7.0M |
| Tower Research Capital LLC (TRC) | 0.14% | Add +57.7% | 46,633 | $6.9M |
| Daiichi Life Insurance Co., Ltd. | 0.19% | Add +133.1% | 46,584 | $6.9M |
| Kentucky Retirement Systems | 0.20% | Reduce -1.4% | 46,346 | $6.9M |
| Strategic Blueprint, LLC | 0.41% | Reduce -6.7% | 46,098 | $6.8M |
| NorthCoast Asset Management LLC | 0.03% | Add +131.1% | 45,931 | $6.8M |
| Waterfront Wealth Inc. | 1.64% | Reduce -3.1% | 45,595 | $6.7M |
| Staley Capital Advisers Inc. | 0.30% | No change | 45,000 | $6.7M |
| Gotham Asset Management | 0.06% | Add +1.0% | 44,654 | $6.6M |
| Jessup Wealth Management, Inc | 2.81% | Reduce -0.5% | 44,613 | $6.6M |
| B. Metzler seel. Sohn & Co. AG | 0.07% | Reduce -16.0% | 44,449 | $6.6M |
| Samjo Management, LLC | 2.48% | Reduce -2.0% | 44,445 | $6.6M |
| Castleark Management LLC | 0.23% | Reduce -11.6% | 43,810 | $6.5M |
| &partners | 0.08% | Add +60.9% | 42,569 | $6.5M |
| Wealthfront Advisers LLC | 0.02% | Add +59.9% | 43,341 | $6.4M |
| Engle Capital Management, L.P. | 1.90% | Reduce -62.2% | 43,000 | $6.4M |
| Pinnacle Financial Partners Inc | 0.13% | Reduce -5.8% | 42,926 | $6.3M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +29.2% | 42,703 | $6.3M |
| Patton Fund Management, Inc. | 1.22% | Reduce -12.8% | 42,076 | $6.2M |
| Dilation Capital Management LP | 5.73% | — | 42,004 | $6.2M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.49% | No change | 41,863 | $6.2M |
| Hartford Investment Management Co. | 0.20% | Reduce -1.7% | 41,799 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.2% | 41,569 | $6.1M |
| Bowen Hanes & Co. Inc. | 0.16% | New | 40,560 | $6.0M |
| Woodline Partners LP | 0.04% | New | 40,540 | $6.0M |
| TD Private Client Wealth LLC | 0.17% | Add +5.7% | 40,465 | $6.0M |
| O'ROURKE & COMPANY, Inc | 2.91% | Reduce -12.3% | 40,180 | $5.9M |
| IFP Advisors, Inc | 0.19% | Reduce -1.9% | 40,074 | $5.9M |
| Old Well Partners, LLC | 11.13% | Reduce -27.2% | 39,423 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +9.9% | 38,542 | $5.7M |
| Cacti Asset Management LLC | 0.42% | Reduce -9.6% | 37,630 | $5.6M |
| Bleakley Financial Group, LLC | 0.17% | Reduce -5.2% | 37,650 | $5.6M |
| Quantinno Capital Management LP | 0.05% | Add +46.8% | 37,091 | $5.5M |
| Fifth Third Bancorp | 0.02% | Reduce -3.3% | 36,923 | $5.5M |
| Rothschild Investment LLC | 0.36% | Reduce -2.4% | 36,869 | $5.5M |
| Dorsey Wright & Associates | 1.30% | New | 36,711 | $5.4M |
| TrinityBridge Ltd | 0.15% | No change | 36,615 | $5.4M |
| Teacher Retirement System of Texas | 0.02% | Add +781.0% | 36,642 | $5.4M |
| Louisiana State Employees Retirement System | 0.10% | Reduce -4.5% | 36,300 | $5.4M |
| Securian Asset Management, Inc. | 0.16% | Reduce -2.6% | 36,280 | $5.4M |
| Advisors Asset Management, Inc. | 0.10% | Add +2.3% | 36,274 | $5.4M |
| Maryland State Retirement & Pension System | 0.12% | Reduce -6.7% | 36,227 | $5.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +24.6% | 35,946 | $5.3M |
| Cresset Asset Management, LLC | 0.03% | Reduce -27.9% | 35,721 | $5.3M |
| Alps Advisors Inc. | 0.03% | Reduce -13.9% | 35,625 | $5.3M |
| Sabal Trust CO | 0.30% | Add +0.1% | 34,720 | $5.1M |
| Larson Financial Group LLC | 0.27% | Add +4.0% | 34,588 | $5.1M |
| Jamison Private Wealth Management, Inc. | 0.75% | Reduce -0.1% | 34,516 | $5.1M |
| FIL Ltd | 0.00% | Add +36.0% | 34,361 | $5.1M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.86% | New | 34,000 | $5.0M |
| Curbstone Financial Management Corp | 1.06% | Reduce -6.5% | 33,988 | $5.0M |
| Avitas Wealth Management LLC | 0.69% | Reduce -0.8% | 33,858 | $5.0M |
| OMERS ADMINISTRATION Corp | 0.04% | Reduce -12.7% | 33,793 | $5.0M |
| Coastline Trust Co | 0.58% | Add +50.4% | 33,393 | $4.9M |
| NEOS Investment Management LLC | 0.12% | Add +29.2% | 33,015 | $4.9M |
| Mesirow Financial Investment Management, Inc. | 0.10% | Reduce -8.2% | 32,983 | $4.9M |
| Karani Asset Management LLC | 4.53% | — | 32,826 | $4.9M |
| New Mexico Educational Retirement Board | 0.16% | Reduce -0.9% | 32,200 | $4.8M |
| Jackson Square Partners, LLC | 0.49% | Reduce -23.2% | 31,920 | $4.7M |
| Guardian Wealth Management, Inc. | 3.21% | Reduce -2.4% | 31,882 | $4.7M |
| Richard Bernstein Advisors LLC | 0.11% | No change | 31,626 | $4.7M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +815.4% | 31,600 | $4.7M |
| Proficio Capital Partners LLC | 0.38% | Add +1.0% | 31,270 | $4.6M |
| Jefferies Financial Group Inc. | 0.05% | Add +174.7% | 30,929 | $4.6M |
| TD Waterhouse Canada Inc. | 0.04% | Add +16.4% | 30,769 | $4.6M |
| Ingalls & Snyder LLC | 0.18% | Reduce -6.5% | 30,684 | $4.5M |
| Capital Analysts, LLC | 0.18% | Reduce -7.3% | 30,527 | $4.5M |
| Metis Global Partners, LLC | 0.14% | Add +6.1% | 30,346 | $4.5M |
| Sit Investment Associates Inc. | 0.10% | Reduce -2.8% | 30,015 | $4.4M |
| Pinnbrook Capital Management LP | 1.54% | Reduce -40.5% | 29,620 | $4.4M |
| Two Sigma Investments, LP | 0.01% | Add +0.8% | 29,558 | $4.4M |
| Ossiam | 0.08% | Add +111.3% | 29,392 | $4.3M |
| Bearing Point Capital, LLC | 0.91% | — | 29,358 | $4.3M |
| Bain Capital Public Equity, LP | 2.89% | Add +154.0% | 29,305 | $4.3M |
| Maltese Capital Management LLC | 0.67% | Reduce -13.8% | 29,300 | $4.3M |
| Basswood Capital Management, L.L.C. | 0.25% | Reduce -68.8% | 28,973 | $4.3M |
| Equitable Trust Co. | 0.24% | Reduce -49.9% | 28,834 | $4.3M |
| Hamilton Capital Partners Inc. | 0.32% | Add +20.4% | 28,650 | $4.2M |
| Blair William & Co. | 0.01% | Add +8.9% | 28,132 | $4.2M |
| Quadrature Capital Ltd | 0.08% | New | 28,114 | $4.2M |
| Wilmington Savings Fund Society, FSB | 0.07% | Add +34.7% | 27,702 | $4.1M |
| Lido Advisors, LLC | 0.03% | Reduce -66.3% | 27,649 | $4.1M |
| Edgestream Partners, L.P. | 0.17% | New | 27,299 | $4.0M |
| M&T Bank Corp | 0.01% | Reduce -6.4% | 27,123 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Add +4.1% | 27,016 | $4.0M |
| Caption Management, LLC | 0.17% | Add +117.7% | 27,000 | $4.0M |
| Investment Management Corp of Ontario | 0.13% | Add +29.3% | 26,743 | $4.0M |
| Merit Financial Group, LLC | 0.07% | Add +358.4% | 26,713 | $4.0M |
| M&G PLC | 0.03% | New | 26,500 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.0% | 26,465 | $3.9M |
| Barr E S & Co. | 0.23% | Reduce -0.8% | 26,375 | $3.9M |
| CFM Wealth Partners LLC | 0.66% | Add +2.7% | 26,329 | $3.9M |
| Crossmark Global Holdings, Inc. | 0.07% | Reduce -2.0% | 26,252 | $3.9M |
| Principal Securities, Inc. | 0.09% | Add +6.1% | 25,957 | $3.8M |
| Waverly Advisors, LLC | 0.06% | Add +21.8% | 25,945 | $3.8M |
| Accuvest Global Advisors | 5.33% | Reduce -8.7% | 25,479 | $3.8M |
| Fortitude Family Office, LLC | 1.35% | No change | 25,616 | $3.8M |
| Lazard Asset Management LLC | 0.01% | Add +2.1% | 25,610 | $3.8M |
| QRG Capital Management, Inc. | 0.04% | Add +7.8% | 25,418 | $3.8M |
| Siemens Fonds Invest GmbH | 0.39% | Reduce -10.1% | 25,158 | $3.7M |
| Moneco Advisors, LLC | 0.39% | Add +496.4% | 25,226 | $3.7M |
| Man Group plc | 0.01% | Add +280.1% | 25,206 | $3.7M |
| Citizens Financial Group Inc. | 0.07% | Add +6.2% | 25,128 | $3.7M |
| Rational Advisors, Inc. | 0.38% | Reduce -10.2% | 25,050 | $3.7M |
| PenderFund Capital Management Ltd. | 1.65% | Reduce -29.9% | 17,320 | $3.7M |
| Procyon Advisors, LLC | 0.24% | Add +2.3% | 24,877 | $3.7M |
| Wesbanco Bank Inc. | 0.12% | Reduce -0.3% | 24,612 | $3.6M |
| Sierra Capital LLC | 0.43% | Reduce -43.2% | 24,499 | $3.6M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Reduce -23.8% | 24,031 | $3.6M |
| Capital International Sarl | 0.08% | Add +128.9% | 23,781 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +23.2% | 23,626 | $3.5M |
| Norinchukin Bank, The | 0.07% | Reduce -3.0% | 23,588 | $3.5M |
| Fairfax Financial Holdings | 0.22% | No change | 23,500 | $3.5M |
| Park Avenue Securities LLC | 0.03% | Add +44.6% | 22,868 | $3.4M |
| Regions Financial Corp. | 0.02% | Reduce -5.9% | 22,856 | $3.4M |
| Van Eck Associates Corp. | 0.00% | Add +30.8% | 22,457 | $3.3M |
| World Investment Advisors | 0.09% | Add +10.9% | 22,408 | $3.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +14.2% | 22,331 | $3.3M |
| Southeast Asset Advisors, LLC | 0.41% | No change | 22,357 | $3.3M |
| Caisse Des Depots Et Consignations | 0.16% | — | 22,099 | $3.3M |
| Bray Capital Advisors | 0.88% | No change | 21,920 | $3.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.07% | Add +0.3% | 21,434 | $3.2M |
| Glenmede Trust Co. NA | 0.02% | Add +172.4% | 20,890 | $3.1M |
| Iridian Asset Management LLC | 0.82% | Reduce -23.1% | 20,825 | $3.1M |
| Teton Advisors, Inc. | 1.62% | Reduce -26.5% | 20,800 | $3.1M |
| Independent Financial Group, LLC | 0.10% | Add +190.2% | 20,697 | $3.1M |
| Townsquare Capital LLC | 0.03% | Add +47.6% | 20,530 | $3.0M |
| Zacks Investment Management | 0.03% | Add +4.9% | 20,519 | $3.0M |
| Mission Wealth Management, LP | 0.07% | Reduce -0.4% | 20,507 | $3.0M |
| Metavasi Capital LP | 1.57% | Reduce -50.0% | 20,000 | $3.0M |
| Wedbush Securities Inc. | 0.10% | Add +1.1% | 19,831 | $2.9M |
| Lee Danner & Bass Inc. | 0.23% | Reduce -5.6% | 19,446 | $2.9M |
| Central Pacific Bank - Trust Division | 0.39% | Add +6.6% | 19,224 | $2.8M |
| Tokio Marine Asset Management Co. Ltd. | 0.10% | Add +2.9% | 19,184 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.4% | 19,145 | $2.8M |
| Checchi Capital Advisers, LLC | 0.21% | Reduce -22.4% | 19,029 | $2.8M |
| Connable Office Inc. | 0.29% | Reduce -1.9% | 18,939 | $2.8M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.08% | Reduce -0.0% | 18,714 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +36.7% | 18,376 | $2.7M |
| Allstate Corp. | 0.08% | New | 18,144 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +5.6% | 18,042 | $2.7M |
| Integrated Advisors Network LLC | 0.13% | Add +1.2% | 18,015 | $2.7M |
| Ar Asset Management Inc. | 0.61% | No change | 18,000 | $2.7M |
| Meketa Investment Group Inc. | 5.95% | — | 17,950 | $2.7M |
| Guggenheim Capital LLC | 0.02% | Reduce -62.2% | 17,904 | $2.6M |
| Camarda Financial Advisors, LLC | 0.99% | Reduce -3.4% | 17,884 | $2.6M |
| Vontobel Holding Ltd. | 0.01% | Add +14.4% | 17,752 | $2.6M |
| HRT Financial LP | 0.01% | New | 17,721 | $2.6M |
| Franklin Street Advisors Inc. | 0.17% | No change | 17,547 | $2.6M |
| Cushing Capital Partners, LLC | 2.49% | — | 17,484 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +1.2% | 17,407 | $2.6M |
| Next Capital Management LLC | 1.06% | No change | 17,387 | $2.6M |
| Cross Staff Investments Inc | 1.78% | Add +4.3% | 17,251 | $2.6M |
| Fulton Bank, N.A. | 0.10% | Add +8.2% | 17,182 | $2.5M |
| Arkadios Wealth Advisors | 0.14% | Add +3.9% | 17,111 | $2.5M |
| LB Partners LLC | 1.90% | No change | 17,100 | $2.5M |
| ING Groep NV | 0.02% | Reduce -17.0% | 16,950 | $2.5M |
| Choreo, LLC | 0.04% | Reduce -15.0% | 16,889 | $2.5M |
| Bradley Foster & Sargent Inc. | 0.04% | Add +6.1% | 16,792 | $2.5M |
| Praxis Investment Management Inc. | 0.16% | New | 16,790 | $2.5M |
| DRW Securities, LLC | 0.17% | Add +58.5% | 16,747 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -10.2% | 16,607 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +0.4% | 16,427 | $2.4M |
| Grandeur Peak Global Advisors, LLC | 0.21% | Add +5.6% | 16,372 | $2.4M |
| United Asset Strategies, Inc. | 0.22% | Reduce -4.2% | 16,367 | $2.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | New | 15,000 | $2.4M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -28.6% | 16,297 | $2.4M |
| Concentric Capital Strategies, LP | 0.15% | Reduce -51.7% | 16,198 | $2.4M |
| Harvest Fund Management Co., Ltd | 0.11% | Add +38.5% | 16,180 | $2.4M |
| Essex Financial Services, Inc. | 0.17% | Add +7.0% | 16,012 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +29.6% | 15,950 | $2.4M |
| Independent Advisor Alliance | 0.03% | Add +17.9% | 15,933 | $2.4M |
| Sava Infond d.o.o. | 0.42% | — | 15,915 | $2.4M |
| Lansing Street Advisors | 0.81% | Add +0.2% | 15,749 | $2.3M |
| NewEdge Wealth, LLC | 0.04% | Add +5.1% | 15,710 | $2.3M |
| Lombard Odier Asset Management (Switzerland) SA | 0.17% | Add +25.9% | 15,518 | $2.3M |
| United Services Automobile Association | 0.07% | No change | 15,494 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +5.1% | 15,346 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Add +28.3% | 15,331 | $2.3M |
| Farther Finance Advisors, LLC | 0.08% | Add +29.6% | 15,232 | $2.3M |
| CWA Asset Management Group, LLC | 0.11% | Add +9.0% | 15,122 | $2.2M |
| Intech Investment Management LLC | 0.02% | Add +78.4% | 14,998 | $2.2M |
| Yelin Lapidot Holdings Management Ltd. | 0.38% | No change | 14,827 | $2.2M |
| Atlas Capital Advisors Inc. | 0.28% | Reduce -0.7% | 14,799 | $2.2M |
| Clearstead Advisors, LLC | 0.03% | Reduce -35.3% | 14,735 | $2.2M |
| Davidson Kahn Capital Management, LLC | 2.02% | — | 14,696 | $2.2M |
| Level Four Advisory Services, LLC | 0.09% | Add +4.3% | 14,558 | $2.2M |
| Financial Management Network Inc. | 0.44% | Add +13.2% | 13,927 | $2.1M |
| Avalon Trust Co | 0.15% | Add +0.2% | 14,310 | $2.1M |
| RiverPark Advisors, LLC | 1.69% | Reduce -6.2% | 14,268 | $2.1M |
| Bayesian Capital Management, LP | 0.26% | Add +106.4% | 14,163 | $2.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -33.5% | 14,145 | $2.1M |
| Scotia Capital Inc. | 0.01% | Add +595.9% | 14,077 | $2.1M |
| Mosaic Financial Group, LLC | 1.49% | No change | 14,000 | $2.1M |
| Choate Investment Advisors | 0.05% | Add +1.7% | 13,956 | $2.1M |
| First National Bank Sioux Falls | 0.87% | No change | 13,888 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -43.5% | 13,771 | $2.0M |
| IHT Wealth Management, LLC | 0.07% | Reduce -3.1% | 13,730 | $2.0M |
| Moody National Bank Trust Division | 0.21% | Reduce -5.2% | 13,661 | $2.0M |
| Quantbot Technologies LP | 0.07% | New | 13,648 | $2.0M |
| Dakota Wealth Management | 0.05% | Reduce -7.9% | 13,582 | $2.0M |
| Capitolis Liquid Global Markets LLC | 0.02% | No change | 13,560 | $2.0M |
| Apollon Wealth Management, LLC | 0.05% | Add +78.5% | 13,343 | $2.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.59% | Reduce -7.2% | 13,303 | $2.0M |
| Commerce Bank | 0.01% | Reduce -5.4% | 13,192 | $2.0M |
| Banque Transatlantique SA | 0.05% | — | 84,884 | $1.9M |
| RFG Advisory, LLC | 0.05% | Reduce -3.3% | 12,986 | $1.9M |
| MAI Capital Management | 0.01% | Add +21.7% | 12,909 | $1.9M |
| Employees Retirement System of Texas | 0.02% | New | 12,879 | $1.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.09% | Reduce -0.9% | 12,848 | $1.9M |
| Northeast Investment Management | 0.08% | No change | 12,800 | $1.9M |
| Wernau Asset Management Inc. | 1.81% | — | 12,675 | $1.9M |
| Zhang Financial LLC | 0.11% | Add +18.2% | 12,553 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -17.5% | 12,485 | $1.8M |
| Guardian Investment Management | 1.31% | Reduce -0.8% | 12,425 | $1.8M |
| Virtue Capital Management, LLC | 0.37% | Reduce -0.3% | 12,318 | $1.8M |
| Daymark Wealth Partners, LLC | 0.08% | Reduce -0.8% | 12,224 | $1.8M |
| Runnymede Capital Advisors, Inc. | 1.58% | — | 12,207 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +2.5% | 12,184 | $1.8M |
| Chemistry Wealth Management LLC | 0.42% | Add +0.0% | 12,146 | $1.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.07% | Add +38.8% | 12,032 | $1.8M |
| Professional Financial Advisors, LLC | 0.46% | Reduce -1.3% | 12,022 | $1.8M |
| Advisor OS, LLC | 0.21% | Reduce -17.4% | 12,015 | $1.8M |
| Canada Post Corp Registered Pension Plan | 0.10% | — | 11,900 | $1.8M |
| Driehaus Capital Management LLC | 0.01% | Reduce -4.0% | 11,696 | $1.7M |
| HB Wealth Management, LLC | 0.02% | Add +30.3% | 11,638 | $1.7M |
| AlTi Global, Inc. | 0.04% | Reduce -32.9% | 11,382 | $1.7M |
| SVB Wealth LLC | 0.03% | New | 11,362 | $1.7M |
| Vestcor Inc | 0.06% | Reduce -8.3% | 11,298 | $1.7M |
| Spire Wealth Management | 0.05% | Reduce -0.5% | 11,258 | $1.7M |
| Highland Capital Management, LLC | 0.10% | Reduce -1.6% | 11,253 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Add +0.1% | 11,247 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +116.4% | 11,184 | $1.7M |
| Westover Capital Advisors, LLC | 0.36% | No change | 11,130 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +7.2% | 11,119 | $1.6M |
| Element Pointe Advisors, LLC | 0.39% | No change | 11,112 | $1.6M |
| LYNX Capital Group Ltd. | 0.95% | Reduce -0.7% | 11,107 | $1.6M |
| Prudential PLC | 0.01% | No change | 11,098 | $1.6M |
| Keybank National Association | 0.01% | Reduce -7.6% | 11,062 | $1.6M |
| Centiva Capital, LP | 0.06% | Add +229.3% | 11,032 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +0.7% | 10,974 | $1.6M |
| VCI Wealth Management LLC | 0.68% | New | 10,906 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 10,757 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -14.9% | 10,631 | $1.6M |
| GAMMA Investing LLC | 0.13% | Add +10.1% | 10,595 | $1.6M |
| Horizon Investments, LLC | 0.04% | Add +1.4% | 10,586 | $1.6M |
| Silvant Capital Management LLC | 0.06% | No change | 10,531 | $1.6M |
| Trueblood Wealth Management, LLC | 0.76% | Reduce -1.9% | 10,492 | $1.6M |
| Hunting Hill Global Capital, LLC | 0.70% | No change | 10,471 | $1.5M |
| IPG Investment Advisors LLC | 0.35% | New | 10,423 | $1.5M |
| Duncan Williams Asset Management, LLC | 0.60% | Reduce -21.1% | 10,381 | $1.5M |
| Western Wealth Management, LLC | 0.08% | Add +2.0% | 10,345 | $1.5M |
| Crestline Management, L.P. | 0.05% | Add +216.7% | 10,329 | $1.5M |
| IFC Advisors LLC | 0.33% | — | 10,313 | $1.5M |
| Capstone Investment Advisors, LLC | 0.02% | Add +2.8% | 10,137 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.12% | No change | 10,125 | $1.5M |
| Mufg Securities Americas Inc. | 0.19% | — | 9,965 | $1.5M |
| Riverpark Capital Management LLC | 2.57% | Reduce -4.6% | 9,945 | $1.5M |
| Profund Advisors LLC | 0.05% | Reduce -3.2% | 9,891 | $1.5M |
| RW Investment Management LLC | 0.18% | No change | 9,762 | $1.4M |
| Agf Management Ltd. | 0.01% | Reduce -2.2% | 9,721 | $1.4M |
| Gilbert & Cook, Inc. | 0.20% | Reduce -5.8% | 9,675 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -1.3% | 9,670 | $1.4M |
| Summit Financial, LLC | 0.05% | Add +20.8% | 9,650 | $1.4M |
| GM Advisory Group, LLC | 0.08% | No change | 9,561 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +6.3% | 9,544 | $1.4M |
| Nvwm, LLC | 0.36% | Reduce -0.8% | 9,519 | $1.4M |
| Private Advisory Group LLC | 0.16% | Add +27.5% | 9,476 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -1.1% | 9,105 | $1.4M |
| Aries Wealth Management | 0.38% | Reduce -0.4% | 9,404 | $1.4M |
| Segment Wealth Management, LLC | 0.09% | Add +5.7% | 9,350 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 9,347 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -0.0% | 9,254 | $1.4M |
| Zions Bancorporation, N.A. | 0.09% | Add +21.4% | 9,195 | $1.4M |
| Aster Capital Management (DIFC) Ltd | 0.52% | New | 9,153 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +10.1% | 9,151 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.4% | 9,089 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.1% | 9,087 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -11.8% | 9,023 | $1.3M |
| StoneX Group Inc. | 0.07% | Add +20.1% | 8,976 | $1.3M |
| Kraematon Investment Advisors, Inc. | 1.31% | Reduce -0.3% | 8,956 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | Add +44.5% | 8,922 | $1.3M |
| E&G Advisors, LLC | 0.36% | Add +3.5% | 8,900 | $1.3M |
| MJP Associates Inc. | 0.23% | Add +7.5% | 8,816 | $1.3M |
| Hanseatic Management Services Inc. | 1.65% | Add +1.2% | 8,768 | $1.3M |
| Exchange Traded Concepts, LLC | 0.03% | Add +38.7% | 8,703 | $1.3M |
| Fiduciary Group, LLC | 0.13% | No change | 8,700 | $1.3M |
| Gridiron Partners, LLC | 0.81% | No change | 8,617 | $1.3M |
| Cwm, LLC | 0.01% | Add +9.5% | 8,589 | $1.3M |
| Smith Shellnut Wilson LLC | 0.56% | Add +0.8% | 8,578 | $1.3M |
| Louisbourg Investments Inc. | 0.33% | Reduce -42.9% | 10,442 | $1.3M |
| Forum Financial Management, LP | 0.02% | Add +1.3% | 8,566 | $1.3M |
| Bokf, NA | 0.02% | Add +2.7% | 8,937 | $1.3M |
| Abn Amro Investment Solutions | 0.02% | Reduce -4.2% | 8,507 | $1.3M |
| Leonteq Securities AG | 0.12% | Reduce -23.8% | 8,483 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +49.3% | 8,413 | $1.2M |
| James J. Burns & Company, LLC | 0.22% | Reduce -16.2% | 8,410 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +16.1% | 8,331 | $1.2M |
| Synovus Financial Corp. | 0.02% | Add +1.3% | 8,309 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +2.4% | 8,298 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +139.7% | 8,264 | $1.2M |
| Williamson Legacy Group, LLC | 0.81% | Add +4.3% | 8,244 | $1.2M |
| Fidelis Capital Partners, LLC | 0.12% | Add +30.9% | 7,428 | $1.2M |
| Twin Capital Management Inc. | 0.13% | Reduce -1.4% | 8,175 | $1.2M |
| Meeder Advisory Services, Inc. | 0.08% | Add +3.5% | 8,135 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Add +6.7% | 8,119 | $1.2M |
| Allianz SE | 0.03% | Add +30.9% | 8,000 | $1.2M |
| AMJ Financial Wealth Management | 0.33% | Reduce -4.1% | 7,986 | $1.2M |
| Sage Rhino Capital LLC | 0.26% | Add +0.1% | 7,970 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +41.9% | 7,969 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | Add +98.8% | 7,912 | $1.2M |
| Corsair Capital Management, L.P. | 0.25% | Reduce -2.3% | 7,832 | $1.2M |
| Sawgrass Asset Management LLC | 0.13% | Reduce -19.2% | 7,831 | $1.2M |
| Vise Technologies, Inc. | 0.10% | Add +141.6% | 7,813 | $1.2M |
| Trust Asset Management LLC | 0.09% | No change | 7,716 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +5.3% | 7,693 | $1.1M |
| Vinva Investment Management Ltd | 0.04% | Reduce -66.9% | 7,564 | $1.1M |
| Caprock Group, LLC | 0.04% | Add +23.8% | 7,565 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | No change | 7,564 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.06% | Reduce -0.1% | 7,538 | $1.1M |
| Insigneo Advisory Services, LLC | 0.12% | Add +33.2% | 7,525 | $1.1M |
| USA Financial Formulas | 0.17% | Add +9.8% | 7,477 | $1.1M |
| Grange Capital, LLC | 1.16% | — | 7,470 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -1.0% | 7,446 | $1.1M |
| Canandaigua National Bank & Trust Co. | 0.11% | Reduce -11.4% | 7,384 | $1.1M |
| Darwin Wealth Management, LLC | 0.37% | Add +746.7% | 7,383 | $1.1M |
| First Bank & Trust | 0.21% | Add +8.2% | 7,324 | $1.1M |
| Qtron Investments LLC | 0.15% | Reduce -12.2% | 7,237 | $1.1M |
| Verition Fund Management LLC | 0.01% | Add +143.2% | 7,210 | $1.1M |
| Yorktown Management & Research Co Inc | 1.02% | No change | 7,200 | $1.1M |
| Veltria Advisors Corp. | 0.44% | Add +1.9% | 7,129 | $1.1M |
| Douglas Lane & Associates, LLC | 0.01% | Add +0.4% | 7,121 | $1.1M |
| Linscomb Wealth, Inc. | 0.05% | No change | 7,000 | $1.0M |
| HighPoint Advisor Group LLC | 0.06% | Add +14.6% | 7,266 | $1.0M |
| Weiss Asset Management LP | 0.03% | New | 6,984 | $1.0M |
| Strategy Asset Managers LLC | 0.20% | Add +25.4% | 6,968 | $1.0M |
| Bridgewater Associates | 0.00% | Reduce -72.9% | 6,946 | $1.0M |
| Sompo Asset Management Co., Ltd. | 0.17% | New | 6,890 | $1.0M |
| Cigna Investments Inc. | 0.18% | No change | 6,873 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.51% | Reduce -1.0% | 6,873 | $1.0M |
| Old National Bancorp | 0.02% | Add +5.2% | 6,813 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Reduce -81.5% | 6,722 | $994K |
| Global Wealth Management Investment Advisory, Inc. | 0.20% | Add +0.9% | 6,704 | $992K |
| Moloney Securities Asset Management, LLC | 0.13% | Add +0.0% | 6,698 | $991K |
| SageView Advisory Group, LLC | 0.04% | Add +17.0% | 6,638 | $982K |
| Sigma Planning Corp | 0.03% | Add +1.7% | 6,598 | $976K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -3.7% | 6,577 | $973K |
| Visionary Wealth Advisors | 0.06% | Add +0.5% | 6,469 | $957K |
| Centaurus Financial, Inc. | 0.06% | Reduce -3.5% | 6,456 | $955K |
| Oak Thistle LLC | 0.28% | Add +198.1% | 6,456 | $955K |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -1.7% | 6,422 | $950K |
| EP Wealth Advisors, LLC | 0.01% | Add +33.7% | 6,409 | $948K |
| River Global Investors LLP | 0.18% | Reduce -54.1% | 6,391 | $946K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.07% | Add +17.9% | 6,373 | $943K |
| Gardner Lewis Asset Management L P | 0.24% | New | 6,365 | $941K |
| Shell Asset Management Co. | 0.04% | Add +129.3% | 6,330 | $936K |
| Welch & Forbes LLC | 0.01% | Add +0.6% | 6,289 | $930K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.23% | Reduce -2.2% | 6,273 | $928K |
| V-Square Quantitative Management LLC | 0.13% | Add +100.4% | 6,261 | $926K |
| Diligent Investors, LLC | 0.21% | No change | 6,229 | $921K |
| Empirical Asset Management, LLC | 0.30% | Add +59.2% | 16,443 | $914K |
| Legacy Advisors, LLC | 0.09% | Add +55.7% | 6,153 | $910K |
| Greenleaf Trust | 0.01% | Add +7.8% | 6,137 | $908K |
| Guidance Capital, Inc. | 0.28% | New | 5,475 | $906K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -81.5% | 6,082 | $900K |
| TFB Advisors LLC | 0.26% | Add +3.8% | 6,078 | $899K |
| Spirepoint Private Client, LLC | 0.11% | No change | 6,010 | $889K |
| Obermeyer Wealth Partners | 0.05% | No change | 5,956 | $881K |
| Baker Tilly Wealth Management, LLC | 0.34% | Add +1.4% | 5,886 | $871K |
| Summit Trail Advisors, LLC | 0.03% | Add +48.5% | 5,871 | $868K |
| One Capital Management, LLC | 0.03% | Reduce -4.1% | 5,827 | $862K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -16.0% | 5,798 | $858K |
| Guinness Asset Management LTD | 0.02% | Add +24.8% | 5,789 | $856K |
| Evelyn Partners Investment Management LLP | 0.03% | — | 5,755 | $851K |
| OPTIMAS CAPITAL Ltd | 1.15% | Reduce -89.3% | 5,745 | $850K |
| Integrated Investment Consultants, LLC | 0.17% | Add +6.0% | 5,736 | $848K |
| Good Life Advisors, LLC | 0.06% | Reduce -2.9% | 5,730 | $848K |
| Ballentine Partners, LLC | 0.01% | Add +1.2% | 5,721 | $846K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -58.9% | 5,720 | $846K |
| MGB Wealth Management, LLC | 0.26% | Add +10.9% | 5,712 | $845K |
| Petra Financial Advisors Inc. | 0.57% | Reduce -0.6% | 5,704 | $844K |
| Glenview Trust Co | 0.02% | No change | 5,699 | $843K |
| Raiffeisen Bank International AG | 0.01% | — | 5,673 | $842K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 5,619 | $831K |
| Dynamic Technology Lab Private Ltd | 0.13% | Add +151.0% | 5,570 | $824K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -12.4% | 5,511 | $815K |
| Money Concepts Capital Corp. | 0.06% | New | 5,495 | $813K |
| FWG Holdings, LLC | 0.39% | Reduce -2.3% | 4,978 | $813K |
| Keel Point, LLC | 0.06% | Add +28.4% | 5,478 | $810K |
| Benjamin Edwards Inc. | 0.01% | Add +32.0% | 5,444 | $805K |
| KCM Investment Advisors LLC | 0.03% | No change | 5,400 | $799K |
| Allworth Financial LP | 0.00% | Add +84.6% | 4,944 | $798K |
| Calydon Capital | 0.16% | Reduce -7.2% | 5,394 | $798K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 5,358 | $793K |
| ProVise Management Group, LLC | 0.07% | Reduce -10.0% | 5,355 | $792K |
| Diversified Trust Co. | 0.02% | Reduce -15.3% | 5,355 | $792K |
| Islay Capital Management, LLC | 0.55% | Add +14.5% | 5,332 | $789K |
| Ascentis Independent Advisors | 0.15% | Reduce -33.2% | 5,331 | $788K |
| VestGen Investment Management | 0.21% | New | 5,328 | $788K |
| Red Door Wealth Management, LLC | 0.12% | Add +1.9% | 5,241 | $775K |
| Toth Financial Advisory Corp. | 0.09% | Add +0.2% | 5,210 | $771K |
| BNP Paribas | 0.01% | Reduce -1.7% | 5,210 | $771K |
| Huntington National Bank | 0.01% | Reduce -4.8% | 5,208 | $770K |
| Paradigm Asset Management Co. LLC | 0.21% | Add +92.5% | 5,204 | $770K |
| NFC Investments, LLC | 0.21% | No change | 5,140 | $760K |
| Cary Street Partners Financial LLC | 0.02% | — | 5,118 | $757K |
| Evoke Wealth, LLC | 0.02% | Add +12.8% | 5,108 | $756K |
| PGGM Investments | 0.01% | New | 5,097 | $754K |
| Marks Group Wealth Management, Inc | 0.07% | Reduce -8.6% | 5,079 | $751K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.5% | 5,070 | $750K |
| Legacy Wealth Management, LLC / MS | 0.30% | Add +5.7% | 5,048 | $747K |
| Meiji Yasuda Life Insurance Co | 0.01% | New | 5,040 | $745K |
| Compound Planning, Inc. | 0.04% | Add +9.8% | 5,031 | $744K |
| Principle Wealth Partners LLC | 0.05% | No change | 5,020 | $743K |
| Carolinas Wealth Consulting LLC | 0.14% | Reduce -6.6% | 4,970 | $735K |
| GTS Securities LLC | 0.04% | Reduce -50.7% | 4,950 | $732K |
| Edgemoor Investment Advisors, Inc. | 0.06% | No change | 4,892 | $724K |
| Frank, Rimerman Advisors LLC | 0.05% | Add +72.9% | 4,874 | $721K |
| Ieq Capital, LLC | 0.01% | Reduce -69.8% | 4,869 | $720K |
| Graham Capital Management, L.P. | 0.04% | New | 4,833 | $715K |
| Hilltop Holdings Inc. | 0.04% | New | 4,820 | $713K |
| Eschler Asset Management LLP | 1.67% | No change | 4,815 | $712K |
| TrinityPoint Wealth, LLC | 0.10% | Add +0.3% | 4,815 | $712K |
| Duncker Streett & Co. Inc. | 0.13% | No change | 4,800 | $710K |
| Prospera Financial Services Inc | 0.02% | Reduce -5.6% | 4,797 | $710K |
| Emerald Advisers, LLC | 0.03% | Reduce -2.1% | 4,733 | $700K |
| Fusion Capital, LLC | 0.28% | Add +0.1% | 4,728 | $699K |
| Aft, Forsyth & Sober, LLC | 0.23% | No change | 4,700 | $695K |
| Emprise Bank | 0.39% | No change | 4,681 | $692K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.04% | Reduce -4.1% | 4,673 | $691K |
| Brighton Jones LLC | 0.02% | Add +109.6% | 4,661 | $689K |
| Stratos Investment Management, LLC | 0.04% | Add +93.5% | 4,610 | $682K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -59.1% | 4,610 | $682K |
| 10Elms LLP | 0.85% | — | 4,594 | $679K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -2.5% | 4,572 | $676K |
| Gsa Capital Partners LLP | 0.05% | New | 4,566 | $675K |
| JTC Employer Solutions Trustee Ltd | 0.05% | No change | 4,544 | $674K |
| Family Manage LLC | 0.11% | No change | 4,538 | $671K |
| iA Global Asset Management Inc. | 0.01% | No change | 4,530 | $670K |
| Westpac Banking Corp. | 0.04% | Add +24.8% | 4,525 | $669K |
| Manchester Capital Management LLC | 0.08% | Add +35.1% | 4,522 | $669K |
| Whalen Wealth Management Inc. | 0.46% | New | 4,510 | $667K |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | No change | 4,500 | $666K |
| First City Capital Management, Inc. | 0.35% | No change | 4,496 | $665K |
| one8zero8, LLC | 0.14% | — | 4,416 | $653K |
| Premier Path Wealth Partners, LLC | 0.10% | Add +1.2% | 4,345 | $643K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -7.9% | 4,297 | $636K |
| Obsidian Cio, LLC | 0.12% | Reduce -7.3% | 4,287 | $634K |
| FreeGulliver LLC | 0.33% | Reduce -1.8% | 4,227 | $625K |
| Coldstream Capital Management Inc. | 0.01% | Add +28.8% | 4,208 | $622K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -16.0% | 4,200 | $621K |
| FFT Wealth Management LLC | 0.05% | Add +65.0% | 4,189 | $620K |
| Watershed Private Wealth LLC | 0.24% | No change | 4,179 | $618K |
| RDA Financial Network | 0.18% | Reduce -5.3% | 4,168 | $617K |
| Kovack Advisors, Inc. | 0.06% | Add +4.1% | 4,136 | $612K |
| Ethic Inc. | 0.01% | Reduce -1.5% | 4,136 | $612K |
| Colonial River Investments, LLC | 0.29% | New | 4,117 | $609K |
| Wedmont Private Capital | 0.03% | Reduce -60.4% | 4,320 | $609K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -9.2% | 4,081 | $604K |
| Howard Capital Management, LLC | 0.01% | Add +5.3% | 4,075 | $603K |
| Teza Capital Management LLC | 0.09% | New | 4,074 | $603K |
| Ameritas Advisory Services, LLC | 0.02% | Add +114.6% | 4,060 | $600K |
| Samalin Investment Counsel, LLC | 0.26% | Reduce -7.0% | 4,028 | $596K |
| Fort Sheridan Advisors LLC | 0.09% | Add +16.2% | 4,028 | $596K |
| Kavar Capital Partners Group, LLC | 0.10% | No change | 4,022 | $595K |
| Golden State Wealth Management, LLC | 0.09% | — | 4,015 | $594K |
| XML Financial, LLC | 0.05% | Add +6.0% | 4,007 | $593K |
| U S Global Investors Inc. | 0.06% | Reduce -55.9% | 3,950 | $584K |
| Venture Visionary Partners LLC | 0.02% | Reduce -3.4% | 3,945 | $584K |
| Operose Advisors LLC | 0.20% | No change | 3,925 | $581K |
| Calamos Wealth Management LLC | 0.03% | Add +2.0% | 3,918 | $580K |
| Parcion Private Wealth LLC | 0.04% | Reduce -1.4% | 3,912 | $579K |
| Total Clarity Wealth Management, Inc. | 0.19% | Reduce -3.7% | 3,910 | $578K |
| Mount Lucas Management LP | 0.20% | Reduce -17.4% | 3,899 | $577K |
| Register Financial Advisors LLC | 0.29% | Add +0.1% | 3,897 | $576K |
| Meridian Wealth Management, LLC | 0.03% | New | 3,858 | $571K |
| Fjell Capital, LLC | 0.58% | — | 3,823 | $565K |
| Prelude Capital Management, LLC | 0.05% | Reduce -15.8% | 3,823 | $565K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -1.4% | 3,816 | $564K |
| Johnson Investment Counsel Inc. | 0.01% | Add +14.6% | 3,813 | $564K |
| Hardin Capital Partners, LLC | 0.34% | Add +0.3% | 3,813 | $564K |
| Shelton Capital Management | 0.01% | Reduce -3.4% | 3,810 | $564K |
| Pines Wealth Management, LLC | 0.24% | — | 3,994 | $563K |
| Ade, LLC | 0.35% | No change | 3,805 | $563K |
| Mgo One Seven LLC | 0.02% | Add +37.6% | 3,788 | $560K |
| Bridgefront Capital, LLC | 0.19% | Add +23.9% | 3,781 | $559K |
| Resurgent Financial Advisors LLC | 0.33% | Add +0.2% | 3,773 | $558K |
| TAGStone Capital, Inc. | 0.27% | Add +0.1% | 3,776 | $558K |
| Genesis Private Wealth, LLC | 0.31% | — | 3,754 | $555K |
| SMART Wealth LLC | 0.20% | New | 3,752 | $555K |
| Aaron Wealth Advisors LLC | 0.06% | Add +1.7% | 3,752 | $555K |
| L.M. Kohn & Company | 0.14% | Reduce -6.4% | 3,735 | $552K |
| Flow Traders U.S. LLC | 0.02% | New | 3,712 | $549K |
| Ssi Investment Management LLC | 0.20% | Reduce -0.1% | 3,698 | $547K |
| Banco BTG Pactual S.A. | 0.13% | New | 3,663 | $546K |
| Main Street Financial Solutions, LLC | 0.05% | Add +88.0% | 3,686 | $545K |
| Knightsbridge Asset Management, LLC | 0.13% | Reduce -4.1% | 3,669 | $543K |
| Bingham Private Wealth, LLC | 0.57% | — | 3,653 | $540K |
| Commerzbank Aktiengesellschaft | 0.01% | Add +40.5% | 3,598 | $534K |
| HHM Wealth Advisors, LLC | 0.07% | Add +3.5% | 3,610 | $534K |
| Triumph Capital Management | 0.18% | Reduce -48.6% | 3,600 | $532K |
| Evergreen Capital Management LLC | 0.02% | Add +5.3% | 3,577 | $529K |
| Cercano Management LLC | 0.01% | No change | 3,560 | $527K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.0% | 3,560 | $527K |
| Citizens National Bank Trust Department | 0.11% | No change | 3,555 | $526K |
| Leo Wealth, LLC | 0.05% | Reduce -0.2% | 3,555 | $526K |
| Gitterman Wealth Management, LLC | 0.22% | No change | 3,551 | $525K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -0.3% | 3,533 | $524K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 3,500 | $518K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 3,493 | $517K |
| Argent Trust Co | 0.02% | Add +6.1% | 3,488 | $516K |
| Voleon Capital Management LP | 0.04% | — | 3,473 | $514K |
| Clearwater Capital Advisors, LLC | 0.05% | Reduce -5.6% | 3,395 | $502K |
| Cypress Wealth Services, LLC | 0.10% | Add +1.6% | 3,385 | $501K |
| New Century Financial Group, LLC | 0.21% | Reduce -20.2% | 3,288 | $500K |
| Leavell Investment Management, Inc. | 0.02% | No change | 3,368 | $498K |
| Concord Wealth Partners | 0.08% | Reduce -16.1% | 3,366 | $498K |
| LRT Capital Management, LLC | 0.39% | New | 3,330 | $493K |
| Apella Capital, LLC | 0.02% | Reduce -0.5% | 3,304 | $489K |
| Integrated Wealth Concepts LLC | 0.01% | Add +27.3% | 3,300 | $488K |
| RIA Advisory Group LLC | 0.16% | New | 3,247 | $480K |
| Kolinsky Wealth Management, LLC | 0.29% | Reduce -2.8% | 3,223 | $477K |
| Harbor Investment Advisory, LLC | 0.04% | Add +28.6% | 3,220 | $476K |
| Okabena Investment Services Inc. | 0.13% | Reduce -37.7% | 3,219 | $476K |
| Jackson Wealth Management, LLC | 0.05% | Add +38.1% | 3,213 | $475K |
| Hodges Capital Management Inc. | 0.03% | Reduce -8.8% | 3,200 | $473K |
| Lindbrook Capital, LLC | 0.04% | Add +3.3% | 3,179 | $470K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -18.0% | 3,180 | $470K |
| Sovereign Financial Group, Inc. | 0.11% | Add +0.3% | 3,172 | $469K |
| Masso Torrence Wealth Management Inc. | 0.25% | Add +0.0% | 3,166 | $468K |
| Dudley Capital Management, LLC | 0.23% | No change | 3,095 | $458K |
| Mainstay Capital Management LLC | 0.07% | No change | 3,063 | $453K |
| Davis R M Inc. | 0.01% | New | 3,035 | $449K |
| Cadent Capital Advisors, LLC | 0.15% | No change | 3,000 | $444K |
| Wellington Shields & Co., LLC | 0.14% | No change | 3,000 | $444K |
| Cornerstone Advisory, LLC | 0.05% | Add +4.8% | 3,148 | $443K |
| Aspen Grove Capital, LLC | 0.09% | Add +0.0% | 2,977 | $440K |
| Montag A & Associates Inc. | 0.02% | Add +3.0% | 2,972 | $440K |
| Meadow Creek Wealth Advisors LLC | 0.32% | Reduce -3.6% | 2,959 | $438K |
| Exencial Wealth Advisors, LLC | 0.02% | New | 2,957 | $437K |
| Diversify Advisory Services, LLC | 0.02% | New | 3,099 | $437K |
| BlueStem Wealth Partners, LLC | 0.06% | — | 2,951 | $436K |
| WealthPLAN Partners, LLC | 0.06% | Add +81.7% | 2,935 | $434K |
| Childress Capital Advisors, LLC | 0.12% | Add +4.6% | 2,932 | $434K |
| Ostrum Asset Management | 0.04% | Reduce -4.0% | 2,928 | $433K |
| Wealthspire Advisors, LLC | 0.00% | Add +25.5% | 2,902 | $429K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -5.0% | 2,904 | $429K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -45.3% | 2,887 | $427K |
| NorthRock Partners, LLC | 0.01% | Add +3.4% | 2,887 | $427K |
| Ritholtz Wealth Management | 0.01% | Add +28.1% | 2,878 | $426K |
| Haverford Trust Co | 0.00% | No change | 2,874 | $425K |
| ICONIQ Capital, LLC | 0.01% | Add +76.9% | 2,873 | $425K |
| Catalyst Private Wealth, LLC | 0.19% | No change | 2,869 | $424K |
| Systematic Alpha Investments, LLC | 0.02% | New | 2,860 | $423K |
| LFA - Lugano Financial Advisors SA | 0.28% | No change | 2,850 | $422K |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Add +28.4% | 2,847 | $421K |
| Certuity, LLC | 0.05% | Add +79.2% | 2,829 | $418K |
| Simon Quick Advisors, LLC | 0.03% | Add +14.7% | 2,817 | $417K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 2,797 | $414K |
| Essex Bank | 0.10% | Reduce -17.5% | 2,794 | $413K |
| Optimize Financial Inc. | 0.31% | — | 2,760 | $408K |
| NFSG Corp | 0.10% | Reduce -5.8% | 2,733 | $404K |
| Capital International Ltd. | 0.02% | New | 2,682 | $397K |
| Twinbeech Capital LP | 0.01% | Reduce -36.7% | 2,667 | $394K |
| Jump Financial, LLC | 0.01% | Reduce -45.1% | 2,658 | $393K |
| Washington Trust Bank | 0.04% | Add +0.0% | 2,645 | $391K |
| Optiver Holding B.V. | 0.01% | Reduce -28.0% | 2,641 | $391K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | No change | 2,630 | $389K |
| Arax Advisory Partners | 0.02% | Add +0.8% | 2,625 | $388K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -3.6% | 2,622 | $388K |
| Middleton & Co. Inc. | 0.04% | No change | 2,622 | $388K |
| Evercore Wealth Management, LLC | 0.01% | Add +0.1% | 2,617 | $387K |
| LGL Partners, LLC | 0.06% | Add +4.3% | 2,590 | $383K |
| Thompson Davis & Co., Inc. | 0.25% | Add +11.2% | 2,586 | $383K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -2.5% | 2,582 | $382K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +13.6% | 2,581 | $382K |
| TFC Financial Management, Inc. | 0.06% | No change | 2,553 | $378K |
| Naviter Wealth, LLC | 0.05% | Add +11.8% | 2,543 | $376K |
| Summit Global Investments | 0.02% | New | 2,517 | $372K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,505 | $371K |
| Ballast, Inc. | 0.11% | No change | 2,500 | $370K |
| Trustmark Bank Trust Department | 0.03% | Reduce -16.7% | 2,500 | $370K |
| AA Financial Advisors, LLC | 0.10% | Add +34.1% | 2,485 | $368K |
| Avestar Capital, LLC | 0.03% | Add +15.9% | 2,475 | $366K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | Add +0.2% | 2,470 | $365K |
| Kesler, Norman & Wride, LLC | 0.08% | Reduce -67.8% | 2,453 | $363K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.1% | 2,443 | $361K |
| International Assets Investment Management, LLC | 0.03% | Reduce -7.9% | 2,420 | $361K |
| CW Advisors, LLC | 0.01% | New | 2,436 | $360K |
| D'Orazio & Associates, Inc. | 0.05% | Add +0.3% | 2,432 | $360K |
| Taika Capital, LP | 0.27% | New | 2,430 | $359K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -11.0% | 2,425 | $359K |
| Ashton Thomas Securities, LLC | 0.10% | Add +308.3% | 2,417 | $357K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -1.1% | 2,404 | $356K |
| XTX Topco Ltd | 0.03% | Reduce -86.6% | 2,404 | $356K |
| Advisors Capital Management, LLC | 0.01% | Reduce -8.9% | 2,401 | $355K |
| Roundview Capital LLC | 0.02% | New | 2,401 | $355K |
| Banque Pictet & Cie SA | 0.00% | No change | 2,400 | $355K |
| Northside Capital Management, LLC | 0.09% | Reduce -17.7% | 2,388 | $353K |
| Conning Inc. | 0.01% | New | 2,387 | $353K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -2.1% | 2,381 | $352K |
| Drive Wealth Management, LLC | 0.09% | Add +0.5% | 2,377 | $352K |
| SteelPeak Wealth, LLC | 0.01% | Add +2.2% | 2,370 | $351K |
| Objective Capital Management, LLC | 0.23% | Reduce -1.9% | 2,353 | $348K |
| Connecticut Wealth Management, LLC | 0.02% | New | 2,347 | $347K |
| First National Trust Co | 0.01% | Add +0.1% | 2,338 | $346K |
| Cooper Capital Advisors LLC | 0.36% | — | 2,333 | $345K |
| Cypress Point Wealth Management, LLC | 0.11% | Reduce -6.6% | 2,325 | $344K |
| Peak Planning Group, LLC | 0.14% | Add +31.1% | 2,325 | $344K |
| Vulcan Value Partners, LLC | 0.01% | Reduce -99.9% | 2,316 | $343K |
| Blue Trust, Inc. | 0.00% | Reduce -49.7% | 2,311 | $342K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -2.4% | 2,310 | $342K |
| Texas Bank & Trust Co | 0.14% | — | 2,300 | $340K |
| West Wealth Group, LLC | 0.10% | Add +4.9% | 2,299 | $340K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 2,295 | $339K |
| 111 Capital | 0.07% | — | 2,284 | $338K |
| Pring Turner Capital Group Inc. | 0.23% | No change | 2,280 | $337K |
| Brookstone Capital Management | 0.00% | New | 2,267 | $335K |
| Alta Advisers Ltd | 0.21% | Add +19.1% | 2,263 | $335K |
| Kingsview Wealth Management, LLC | 0.01% | Add +15.5% | 2,253 | $333K |
| Banco Santander, S.A. | 0.00% | New | 2,238 | $331K |
| Quotient Wealth Partners, LLC | 0.01% | Add +5.9% | 2,235 | $331K |
| Shepherd Financial Partners LLC | 0.04% | No change | 2,220 | $328K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +20.3% | 2,220 | $328K |
| West Michigan Advisors, LLC | 0.10% | New | 2,196 | $325K |
| AMG National Trust Bank | 0.01% | Add +5.1% | 2,185 | $323K |
| AdvisorNet Financial, Inc | 0.03% | Add +417.8% | 2,180 | $322K |
| Keystone Financial Group | 0.03% | Reduce -3.1% | 2,162 | $320K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.9% | 2,154 | $319K |
| Aviance Capital Partners, LLC | 0.04% | No change | 2,137 | $316K |
| Integris Wealth Management, LLC | 0.09% | Add +15.4% | 2,129 | $315K |
| 44 Wealth Management LLC | 0.12% | Reduce -7.8% | 2,120 | $314K |
| Wealth Alliance, LLC | 0.04% | Reduce -7.4% | 2,113 | $313K |
| Everpar Advisors LLC | 0.16% | Add +1.4% | 2,113 | $313K |
| Aljian Capital Management, LLC | 0.07% | No change | 2,103 | $311K |
| Beaton Management Co. Inc. | 0.16% | No change | 2,100 | $311K |
| GeoWealth Management, LLC | 0.01% | Add +2.5% | 2,101 | $311K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -3.8% | 2,091 | $309K |
| Norden Group LLC | 0.03% | New | 2,089 | $309K |
| Smartleaf Asset Management LLC | 0.03% | Add +54.9% | 2,072 | $307K |
| Virtus Family Office LLC | 0.38% | Reduce -14.0% | 2,074 | $307K |
| Edge Capital Group, LLC | 0.01% | Add +3.9% | 2,058 | $304K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 2,026 | $300K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,025 | $300K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 2,023 | $299K |
| Sentry Investment Management LLC | 0.14% | New | 2,018 | $298K |
| VELA Investment Management, LLC | 0.10% | No change | 2,009 | $297K |
| Concorde Asset Management, LLC | 0.15% | No change | 2,002 | $296K |
| Savant Capital, LLC | 0.00% | Add +27.4% | 2,001 | $296K |
| Fortis Advisors, LLC | 0.19% | No change | 2,000 | $296K |
| Granite FO LLC | 0.17% | No change | 2,000 | $296K |
| Benin Management CORP | 0.08% | No change | 2,000 | $296K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 2,000 | $296K |
| Harbor Advisors LLC | 0.05% | No change | 2,000 | $296K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,000 | $296K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 2,000 | $296K |
| Callan Family Office, LLC | 0.02% | New | 1,997 | $295K |
| Rothschild Capital Partners, LLC | 0.07% | New | 1,990 | $294K |
| PFG Advisors | 0.02% | Add +0.3% | 1,981 | $293K |
| Pitcairn Co. | 0.02% | Add +19.4% | 1,976 | $292K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +12.8% | 1,972 | $292K |
| Schechter Investment Advisors, LLC | 0.02% | Add +10.3% | 1,966 | $291K |
| Modera Wealth Management, LLC | 0.00% | Reduce -1.8% | 1,948 | $288K |
| Montecito Bank & Trust | 0.05% | Add +9.8% | 1,946 | $288K |
| Banque de Luxembourg S.A. | 0.15% | — | 1,936 | $288K |
| Mullaney, Keating & Wright, Inc. | 0.19% | Add +3.2% | 1,942 | $287K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +2.6% | 1,940 | $287K |
| Lantz Financial LLC | 0.08% | Reduce -8.8% | 1,936 | $286K |
| St Germain D J Co. Inc. | 0.01% | Add +1.1% | 1,930 | $285K |
| Navis Wealth Advisors, LLC | 0.31% | Add +0.9% | 1,929 | $285K |
| Prosperity Consulting Group, LLC | 0.02% | New | 1,925 | $285K |
| CreativeOne Wealth, LLC | 0.01% | New | 1,924 | $285K |
| MidAtlantic Capital Management, Inc. | 0.21% | No change | 1,897 | $281K |
| ORG Partners LLC | 0.04% | Reduce -10.8% | 1,891 | $280K |
| Conservest Capital Advisors, Inc. | 0.03% | Reduce -14.2% | 1,891 | $280K |
| Csenge Advisory Group | 0.02% | Add +25.7% | 1,888 | $279K |
| Lynx Investment Advisory | 0.19% | Add +0.1% | 1,885 | $279K |
| Better Money Decisions, LLC | 0.19% | Reduce -9.3% | 1,872 | $277K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -0.8% | 1,864 | $276K |
| Wealth Management Associates, Inc. | 0.12% | Reduce -2.6% | 1,863 | $276K |
| Garden State Investment Advisory Services LLC | 0.08% | Add +16.3% | 1,860 | $275K |
| Catalyst Capital Advisors LLC | 0.01% | No change | 1,855 | $274K |
| First Hawaiian Bank | 0.01% | New | 1,853 | $274K |
| Bogart Wealth, LLC | 0.01% | Add +3.4% | 1,851 | $274K |
| Hollencrest Capital Management | 0.01% | Add +1.1% | 1,850 | $274K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -89.0% | 1,842 | $272K |
| IFG Advisory, LLC | 0.02% | New | 1,827 | $270K |
| Pettinga Financial Advisors LLC | 0.06% | No change | 1,821 | $269K |
| Vicus Capital | 0.02% | New | 1,818 | $269K |
| Canvas Wealth Advisors, LLC | 0.07% | Reduce -1.5% | 1,817 | $269K |
| Sandy Cove Advisors, LLC | 0.11% | Add +5.3% | 1,813 | $268K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -10.5% | 1,806 | $267K |
| Serenus Wealth Advisors, LLC | 0.05% | — | 1,806 | $267K |
| Knollwood Investment Advisory, LLC | 0.03% | No change | 1,800 | $266K |
| M.E. Allison & Co., Inc. | 0.29% | — | 1,790 | $265K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.1% | 1,787 | $264K |
| Soltis Investment Advisors LLC | 0.02% | Add +10.3% | 1,779 | $263K |
| Penserra Capital Management LLC | 0.00% | Add +2280.0% | 1,785 | $263K |
| Platform Technology Partners | 0.08% | No change | 1,778 | $263K |
| PFG Investments, LLC | 0.02% | Add +6.5% | 1,769 | $262K |
| Carmel Capital Partners, LLC | 0.11% | Reduce -2.9% | 1,767 | $261K |
| CYBER HORNET ETFs LLC | 0.25% | Add +0.5% | 1,752 | $259K |
| Marex Group Ltd | 0.00% | Reduce -78.4% | 1,740 | $257K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.2% | 1,718 | $254K |
| Nemes Rush Group LLC | 0.03% | New | 1,713 | $253K |
| Berbice Capital Management LLC | 0.20% | — | 1,700 | $251K |
| Pinkerton Wealth, LLC | 0.04% | New | 1,700 | $251K |
| CenterBook Partners LP | 0.01% | Reduce -93.6% | 1,694 | $251K |
| Aureus Asset Management, LLC | 0.02% | Reduce -15.4% | 1,692 | $250K |
| Sutton Place Investors LLC | 0.14% | Add +1.3% | 1,679 | $248K |
| Sivia Capital Partners, LLC | 0.12% | Reduce -1.0% | 1,677 | $248K |
| FourThought Financial Partners, LLC | 0.03% | New | 1,676 | $248K |
| E Fund Management Co., Ltd. | 0.01% | New | 1,671 | $247K |
| Unison Asset Management LLC | 0.12% | No change | 1,668 | $247K |
| Heartwood Wealth Advisors LLC | 0.03% | New | 1,667 | $247K |
| Garrison Bradford & Associates Inc. | 0.26% | No change | 1,661 | $246K |
| Fisher Asset Management | 0.00% | New | 1,654 | $245K |
| Alpha Omega Wealth Management LLC | 0.05% | No change | 1,651 | $244K |
| Stonekeep Investments, LLC | 0.18% | Add +1.0% | 1,646 | $243K |
| Farringdon Capital, Ltd. | 0.10% | — | 1,645 | $243K |
| Nilsine Partners, LLC | 0.03% | New | 1,644 | $243K |
| Nicolet Advisory Services, LLC | 0.02% | New | 1,725 | $243K |
| Sovran Advisors, LLC | 0.03% | — | 1,692 | $243K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Reduce -68.6% | 1,641 | $243K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +0.1% | 1,640 | $243K |
| Tower View Wealth Management LLC | 0.13% | Add +0.1% | 1,636 | $242K |
| Redwood Financial Network Corp | 0.18% | Add +3.9% | 1,635 | $242K |
| Bluesphere Advisors LLC | 0.12% | New | 1,631 | $241K |
| Convergence Investment Partners, LLC | 0.05% | New | 1,612 | $238K |
| Brown Brothers Harriman & Co. | 0.00% | Add +21.9% | 1,600 | $237K |
| Dynasty Wealth Management, LLC | 0.00% | Add +0.6% | 1,599 | $236K |
| Trust Co of Kansas | 0.11% | Reduce -55.7% | 1,593 | $236K |
| Berkeley Capital Partners, LLC | 0.07% | Reduce -0.9% | 1,591 | $235K |
| KLCM Advisors, Inc. | 0.03% | Reduce -2.4% | 1,590 | $235K |
| Longboard Asset Management, LP | 0.62% | — | 1,576 | $233K |
| Baxter Bros Inc. | 0.03% | New | 1,574 | $233K |
| BLB&B Advisors, LLC | 0.01% | Add +0.9% | 1,574 | $233K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,564 | $231K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -36.5% | 1,560 | $231K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | Reduce -0.8% | 1,559 | $231K |
| Lodestone Wealth Management LLC | 0.12% | No change | 1,554 | $230K |
| CHICAGO TRUST Co NA | 0.04% | Reduce -5.2% | 1,552 | $230K |
| 180 Wealth Advisors, LLC | 0.04% | New | 1,543 | $228K |
| Laurion Capital Management LP | 0.01% | Reduce -19.6% | 1,527 | $226K |
| Trust Co. of Toledo NA | 0.03% | New | 1,522 | $225K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -11.9% | 1,515 | $224K |
| William Blair Investment Management, LLC | 0.00% | Reduce -26.5% | 1,515 | $224K |
| Wallace Capital Management Inc. | 0.03% | New | 1,513 | $224K |
| First Citizens Financial Corp | 0.12% | New | 1,500 | $222K |
| Baldwin Investment Management, LLC | 0.03% | Reduce -66.7% | 1,500 | $222K |
| Quadrant Capital Group LLC | 0.02% | Add +2.3% | 1,489 | $220K |
| Composition Wealth, LLC | 0.00% | New | 1,483 | $219K |
| Bison Wealth, LLC | 0.05% | New | 1,471 | $218K |
| Oxbow Advisors, LLC | 0.03% | Reduce -4.5% | 1,470 | $217K |
| Flputnam Investment Management Co. | 0.00% | New | 1,451 | $215K |
| Phocas Financial Corp. | 0.03% | New | 1,450 | $214K |
| Webster Bank, N. A. | 0.02% | Reduce -9.0% | 1,448 | $214K |
| Cidel Asset Management Inc. | 0.01% | Reduce -14.8% | 1,446 | $214K |
| Stonegate Investment Group, LLC | 0.01% | New | 1,427 | $211K |
| Silver Coast Investments LLC | 0.08% | New | 1,422 | $210K |
| Parkside Investments, LLC | 0.03% | New | 1,421 | $210K |
| Waterloo Capital, L.P. | 0.02% | New | 1,419 | $210K |
| Becker Capital Management Inc. | 0.01% | New | 1,417 | $210K |
| Hoey Investments, Inc. | 0.04% | Reduce -9.9% | 1,413 | $209K |
| Moran Wealth Management, LLC | 0.01% | New | 1,409 | $208K |
| Bayforest Capital Ltd | 0.26% | — | 1,400 | $207K |
| Millennium Capital Advisors, LLC | 0.14% | New | 1,400 | $207K |
| Post Resch Tallon Group Inc. | 0.20% | — | 1,386 | $207K |
| West Family Investments, Inc. | 0.07% | New | 1,396 | $206K |
| Bailard, Inc. | 0.01% | New | 1,391 | $206K |
| Catalina Capital Group, LLC | 0.07% | New | 1,390 | $206K |
| Aveo Capital Partners, LLC | 0.02% | Reduce -18.2% | 1,387 | $205K |
| Emerald Mutual Fund Advisers Trust | 0.01% | Reduce -4.6% | 1,377 | $204K |
| Smart Money Group LLC | 0.07% | New | 1,367 | $202K |
| PDS Planning, Inc | 0.02% | New | 1,366 | $202K |
| Clifford Group, LLC | 0.15% | New | 1,353 | $200K |
| Private Trust Co. NA | 0.02% | Reduce -48.2% | 1,350 | $200K |
| Icon Wealth Advisors, LLC | 0.02% | Add +7.5% | 1,333 | $197K |
| Covestor Ltd | 0.12% | Reduce -3.4% | 1,321 | $196K |
| Brooklyn Investment Group | 0.06% | Add +13.9% | 1,326 | $196K |
| Parkside Financial Bank & Trust | 0.03% | Add +5.7% | 1,289 | $191K |
| Cromwell Holdings LLC | 0.11% | No change | 1,283 | $190K |
| Trust Co. of Vermont | 0.01% | No change | 1,200 | $177K |
| Harbour Investments, Inc. | 0.01% | Add +12.4% | 1,195 | $177K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -21.1% | 1,172 | $173K |
| Modus Advisors, LLC | 0.05% | New | 1,160 | $172K |
| Financial Perspectives, Inc | 0.06% | New | 1,120 | $166K |
| Elevation Wealth Partners, LLC | 0.07% | Add +9.1% | 1,118 | $165K |
| LRI Investments, LLC | 0.02% | Add +9.9% | 1,110 | $164K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +21.8% | 1,110 | $164K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,107 | $164K |
| Northwest Bank & Trust Co | 0.12% | No change | 1,000 | $163K |
| Steph & Co. | 0.05% | Reduce -6.6% | 1,084 | $160K |
| Vermillion Wealth Management, Inc. | 0.08% | — | 1,084 | $160K |
| Mather Group, Llc. | 0.00% | Add +7.9% | 1,064 | $157K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,000 | $148K |
| Motco | 0.02% | No change | 1,000 | $148K |
| Sound Income Strategies, LLC | 0.01% | Add +0.7% | 987 | $146K |
| Delta Asset Management LLC | 0.01% | Reduce -0.5% | 986 | $146K |
| Perkins Coie Trust Co | 0.03% | No change | 984 | $146K |
| Cornerstone Planning Group LLC | 0.03% | Add +0.8% | 862 | $139K |
| United Community Bank | 0.05% | New | 930 | $138K |
| CENTRAL TRUST Co | 0.00% | Add +27.0% | 922 | $136K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.07% | New | 920 | $136K |
| Spirit of America Management Corp. | 0.03% | New | 900 | $133K |
| NBT Bank, N.A. | 0.01% | No change | 860 | $127K |
| WR Wealth Planners, LLC | 0.04% | Add +3.0% | 829 | $123K |
| Stelac Advisory Services LLC | 0.05% | No change | 801 | $118K |
| Canton Hathaway, LLC | 0.03% | No change | 800 | $118K |
| Quarry LP | 0.02% | Add +228.9% | 786 | $116K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 765 | $113K |
| Smithfield Trust Co | 0.01% | No change | 750 | $111K |
| Plato Investment Management Ltd | 0.01% | No change | 743 | $110K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 657 | $107K |
| Tsfg, LLC | 0.02% | No change | 726 | $107K |
| Gen-Wealth Partners Inc | 0.05% | No change | 710 | $105K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -80.4% | 590 | $99K |
| Asset Planning,Inc | 0.08% | — | 666 | $99K |
| Hemington Wealth Management | 0.02% | Add +6.4% | 632 | $93K |
| American Capital Advisory, LLC | 0.05% | Reduce -76.2% | 625 | $92K |
| West Oak Capital, LLC | 0.05% | No change | 625 | $92K |
| Rialto Wealth Management, LLC | 0.03% | — | 600 | $89K |
| Valley National Advisers Inc. | 0.02% | Add +29.8% | 601 | $88K |
| Princeton Global Asset Management LLC | 0.02% | No change | 592 | $88K |
| AlphaCentric Advisors LLC | 0.09% | Reduce -14.8% | 586 | $87K |
| Atlatl Advisers LLC | 0.05% | — | 585 | $87K |
| CVA Family Office, LLC | 0.01% | No change | 575 | $85K |
| Arcadia Investment Management Corp. | 0.01% | No change | 568 | $84K |
| Sachetta, LLC | 0.03% | Add +0.4% | 559 | $83K |
| Kings Path Partners LLC | 0.04% | No change | 556 | $82K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | No change | 550 | $81K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -28.9% | 546 | $81K |
| Caas Capital Management LP | 0.07% | New | 536 | $79K |
| J.Safra Asset Management Corp | 0.01% | New | 519 | $77K |
| SJS Investment Consulting Inc. | 0.01% | No change | 520 | $77K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -4.6% | 520 | $77K |
| Silicon Valley Capital Partners | 0.01% | Add +0.2% | 509 | $75K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 500 | $74K |
| Hopwood Financial Services, Inc. | 0.06% | — | 500 | $74K |
| First United Bank & Trust | 0.03% | No change | 500 | $74K |
| Versant Capital Management, Inc | 0.02% | Add +39.9% | 494 | $73K |
| CoreCap Advisors, LLC | 0.00% | Add +160.1% | 489 | $72K |
| VSM Wealth Advisory, LLC | 0.03% | — | 479 | $71K |
| Oarsman Capital, Inc. | 0.01% | Reduce -7.4% | 465 | $69K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +1596.0% | 424 | $68K |
| TCTC Holdings, LLC | 0.00% | New | 462 | $68K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 450 | $67K |
| Loomis Sayles & Co. L P | 0.00% | New | 455 | $67K |
| Riggs Asset Managment Co. Inc. | 0.02% | No change | 445 | $66K |
| BankPlus Trust Department | 0.02% | — | 440 | $65K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +17.8% | 430 | $64K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 427 | $63K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +4.8% | 374 | $55K |
| Ameriflex Group, Inc. | 0.02% | — | 314 | $52K |
| Truvestments Capital LLC | 0.01% | Add +11.0% | 344 | $51K |
| Missouri Trust & Investment Co | 0.02% | No change | 343 | $51K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +24.2% | 339 | $50K |
| Parkworth Wealth Management, Inc. | 0.04% | — | 333 | $49K |
| Western Pacific Wealth Management, LP | 0.04% | Reduce -13.1% | 332 | $49K |
| Beacon Capital Management, LLC | 0.01% | No change | 326 | $48K |
| CGC Financial Services, LLC | 0.02% | No change | 325 | $48K |
| Deseret Mutual Benefit Administrators | 0.02% | Reduce -18.8% | 323 | $48K |
| Ofi Invest Asset Management | 0.00% | — | 326 | $47K |
| Bank of New Hampshire | 0.01% | New | 305 | $45K |
| Riverview Trust Co | 0.04% | No change | 285 | $42K |
| Acadian Asset Management LLC | 0.00% | Reduce -53.9% | 280 | $41K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 276 | $41K |
| HM Payson & Co. | 0.00% | Add +6800.0% | 276 | $41K |
| Eastern Bank | 0.00% | No change | 263 | $39K |
| Quent Capital, LLC | 0.00% | Add +21.0% | 259 | $38K |
| Resources Management Corp. /CT/ | 0.01% | No change | 250 | $37K |
| GW&K Investment Management, LLC | 0.00% | Add +2.5% | 249 | $37K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 246 | $36K |
| Talon Private Wealth, LLC | 0.01% | No change | 231 | $34K |
| Pilgrim Partners Asia Pte Ltd | 0.03% | — | 230 | $34K |
| Compass Wealth Management LLC | 0.01% | No change | 228 | $34K |
| MV Capital Management, Inc. | 0.00% | Add +6.0% | 228 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +28.1% | 228 | $34K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -17.2% | 221 | $33K |
| Geneos Wealth Management Inc. | 0.00% | Add +19.9% | 217 | $32K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -12.3% | 206 | $30K |
| Crews Bank & Trust | 0.01% | — | 204 | $30K |
| Meeder Asset Management Inc. | 0.00% | Reduce -3.1% | 186 | $28K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 186 | $28K |
| Hanson & Doremus Investment Management | 0.00% | New | 180 | $27K |
| McIlrath & Eck, LLC | 0.00% | New | 175 | $26K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 167 | $25K |
| Abound Wealth Management | 0.01% | Reduce -2.4% | 160 | $24K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 156 | $23K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 134 | $20K |
| Atticus Wealth Management, LLC | 0.01% | No change | 133 | $20K |
| MCF Advisors LLC | 0.00% | New | 131 | $19K |
| IFS Advisors, LLC | 0.01% | Add +83.1% | 119 | $18K |
| Grove Bank & Trust | 0.00% | No change | 119 | $18K |
| Colonial Trust Co / SC | 0.00% | Add +47.5% | 118 | $17K |
| New Wave Wealth Advisors LLC | 0.01% | New | 118 | $17K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 116 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 114 | $17K |
| WPG Advisers, LLC | 0.02% | — | 112 | $17K |
| Kestra Investment Management, LLC | 0.00% | New | 111 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +0.9% | 109 | $16K |
| FPC Investment Advisory, Inc. | 0.01% | New | 89 | $15K |
| Innovative Advisory Group, LLC | 0.01% | — | 100 | $15K |
| Global Trust Asset Management, LLC | 0.01% | No change | 100 | $15K |
| Highline Wealth Partners LLC | 0.00% | Add +50.8% | 95 | $14K |
| Christopher J. Hasenberg, Inc | 0.01% | No change | 93 | $14K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 89 | $13K |
| Whipplewood Advisors, LLC | 0.01% | — | 89 | $13K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -6.4% | 88 | $13K |
| Valued Wealth Advisors LLC | 0.01% | Add +31.8% | 87 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 77 | $11K |
| High Note Wealth, LLC | 0.00% | New | 73 | $11K |
| Financial Management Professionals, Inc. | 0.00% | Add +4.3% | 72 | $11K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -62.2% | 70 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -4.7% | 61 | $9K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -16.4% | 51 | $8K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -7.5% | 49 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -5.9% | 48 | $7K |
| Park Place Capital Corp | 0.00% | No change | 47 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 47 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 46 | $7K |
| Continuum Advisory, LLC | 0.00% | No change | 42 | $6K |
| NewSquare Capital LLC | 0.00% | New | 39 | $6K |
| Clark Wealth Partners | 0.00% | — | 37 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | New | 36 | $5K |
| PFS Partners, LLC | 0.00% | No change | 35 | $5K |
| FSA Wealth Management LLC | 0.00% | No change | 34 | $5K |
| Briaud Financial Planning Inc | 0.00% | New | 35 | $5K |
| Stephens Consulting, LLC | 0.00% | Reduce -17.5% | 33 | $5K |
| Fairman Group, LLC | 0.00% | Reduce -50.0% | 33 | $5K |
| Arlington Trust Co LLC | 0.00% | New | 32 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 31 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 30 | $4K |
| WealthTrak Capital Management LLC | 0.00% | — | 29 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 29 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 29 | $4K |
| Sittner & Nelson, LLC | 0.00% | New | 27 | $4K |
| Asset Dedication, LLC | 0.00% | New | 27 | $4K |
| Bernard Wealth Management Corp. | 0.00% | — | 25 | $4K |
| Global Wealth Strategies & Associates | 0.00% | No change | 25 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | — | 18 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 18 | $3K |
| TD Capital Management LLC | 0.00% | New | 17 | $3K |
| Human Investing LLC | 0.00% | New | 17 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $3K |
| Capital & Planning, LLC | 0.00% | — | 16 | $2K |
| Old Second National Bank of Aurora | 0.00% | New | 14 | $2K |
| WestEnd Advisors, LLC | 0.00% | Add +7.7% | 14 | $2K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 16 | $2K |
| Avion Wealth | 0.00% | No change | 14 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 13 | $2K |
| JDM Financial Group LLC | 0.00% | No change | 13 | $2K |
| 2UniFi Bank | 0.00% | — | 12 | $2K |
| Core Alternative Capital | 0.00% | No change | 12 | $2K |
| Winnacle Wealth LLC | 0.00% | — | 12 | $2K |
| Sierra Ocean, LLC | 0.00% | — | 11 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 11 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 10 | $1K |
| Chesapeake Asset Management LLC | 0.00% | Add +100.0% | 10 | $1K |
| Mainstream Capital Management LLC | 0.00% | New | 9 | $1K |
| True Wealth Design, LLC | 0.00% | New | 8 | $1K |
| HighMark Wealth Management LLC | 0.00% | New | 8 | $1K |
| Synergy Asset Management, LLC | 0.00% | New | 8 | $1K |
| Transce3nd, LLC | 0.00% | — | 7 | $991 |
| Sugar Maple Asset Management, LLC | 0.00% | New | 5 | $740 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 5 | $740 |
| Global Financial Private Client, LLC | 0.00% | New | 4 | $592 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 4 | $592 |
| West Branch Capital LLC | 0.00% | No change | 3 | $444 |
| Y.D. More Investments Ltd | 0.00% | Add +123.8% | 846 | $343 |
| Activest Wealth Management | 0.00% | Reduce -95.2% | 2 | $296 |
| Ancora Advisors LLC | 0.00% | No change | 2 | $296 |
| Lanark Financial, Inc. | 0.02% | — | 1 | $185 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $74 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 4 | $6 |
"% of holder's portfolio" is KKR's weight in each manager's 13F, not the share of KKR & Co. Inc. the manager owns.