KKR & Co.KKR

13F holders, Q4 2024 (December 31)
1,324holders +153
151new positions
58sold out
18famous investors
$147.91avg. 13F price*

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

InstitutionsTotal Value
New Positions151$727.1M
Exits58$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.