KKR & Co.KKR
13F holders, Q1 2025 (March 31)1,291holders −33
141new positions
173sold out
19famous investors
$115.47avg. 13F price*
At the end of Q1 2025, 1,291 institutions reported holding KKR & Co. Inc. (KKR) in their 13F filings, down 33 from Q4 2024. 141 opened new positions and 173 sold out. The largest holders were Vanguard Group Inc. ($6.7B), BlackRock, Inc. ($5.6B) and Capital International Investors ($3.3B). 19 famous investors held it, including Chuck Akre (9.8% of Akre Capital Management's portfolio), Stephen Mandel (4.8% of Lone Pine Capital's portfolio) and Philippe Laffont (1.8% of Coatue Management's portfolio).
- Company
- KKR & Co. Inc.
- Sector
- Finance
- CUSIP
- 48251W104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 141 | $447.0M |
| Exits | 173 | $859.9M |
All 13F filers, Q4 2024 → Q1 2025: 44,831,296 shares bought and 43,914,243 shares sold, net +917,053 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,291 holders
| Vanguard Group Inc. | 0.12% | Add +1.5% | 57,557,692 | $6.7B |
| BlackRock, Inc. | 0.12% | Add +3.9% | 48,793,857 | $5.6B |
| Capital International Investors | 0.66% | Reduce -18.4% | 28,701,648 | $3.3B |
| State Street Corp. | 0.13% | Add +1.3% | 27,835,855 | $3.2B |
| Wellington Management Group LLP | 0.45% | Reduce -9.0% | 19,978,951 | $2.3B |
| Massachusetts Financial Services Co. | 0.73% | Add +14.3% | 19,081,760 | $2.2B |
| Principal Financial Group Inc. | 1.19% | Reduce -2.9% | 18,379,707 | $2.1B |
| JPMorgan Chase & Co. | 0.15% | Reduce -19.7% | 16,481,396 | $1.9B |
| Geode Capital Management, LLC | 0.13% | Add +3.9% | 14,590,930 | $1.7B |
| FMR LLC | 0.10% | Add +16.2% | 13,943,793 | $1.6B |
| Invesco Ltd. | 0.26% | Add +3.3% | 12,059,775 | $1.4B |
| Capital World Investors | 0.21% | Reduce -40.3% | 11,267,284 | $1.3B |
| Bank of America Corp. | 0.11% | Add +9.8% | 10,614,601 | $1.2B |
| Norges Bank | 0.17% | Add +7.0% | 10,383,121 | $1.2B |
| Brown Advisory Inc. | 1.71% | Reduce -4.6% | 10,333,092 | $1.2B |
| Akre Capital Management | 9.83% | Reduce -14.0% | 8,847,564 | $1.0B |
| First Manhattan Co. Llc. | 2.81% | Reduce -0.6% | 8,342,388 | $964.5M |
| Manufacturers Life Insurance Company, The | 0.86% | Add +15.5% | 7,770,070 | $898.3M |
| Nuveen, LLC | 0.26% | — | 7,301,588 | $844.1M |
| Morgan Stanley | 0.05% | Add +5.4% | 6,163,096 | $712.5M |
| Northern Trust Corp. | 0.10% | Reduce -4.9% | 5,847,454 | $676.0M |
| Goldman Sachs Group Inc. | 0.11% | Add +65.5% | 4,977,825 | $575.5M |
| Lone Pine Capital | 4.83% | Add +17.7% | 4,763,771 | $550.7M |
| Jennison Associates LLC | 0.36% | Add +4918.6% | 4,393,841 | $508.0M |
| Legal & General Group Plc | 0.14% | Reduce -0.7% | 4,288,304 | $495.8M |
| Amundi | 0.17% | Add +114.2% | 4,575,631 | $469.7M |
| Bank of New York Mellon Corp | 0.09% | Add +0.7% | 3,901,312 | $451.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Add +13.3% | 3,790,379 | $438.2M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +0.2% | 3,779,106 | $436.9M |
| Coatue Management | 1.78% | Add +31.4% | 3,498,217 | $404.4M |
| Van Lanschot Kempen Investment Management N.V. | 4.03% | Add +8.2% | 3,337,243 | $385.8M |
| T. Rowe Price Associates Inc. | 0.05% | Add +7.2% | 3,286,420 | $379.9M |
| Barclays PLC | 0.16% | Add +77.4% | 3,117,313 | $360.4M |
| Canada Pension Plan Investment Board | 0.34% | Add +45.2% | 3,051,592 | $352.8M |
| Wells Fargo & Company | 0.07% | Add +15.8% | 2,573,564 | $297.5M |
| Winslow Capital Management, LLC | 1.16% | Reduce -18.0% | 2,521,283 | $291.5M |
| Royal Bank of Canada | 0.06% | Add +11.9% | 2,408,004 | $278.4M |
| UBS Group AG | 0.06% | Add +20.0% | 2,341,013 | $270.6M |
| Capital Research Global Investors | 0.06% | Reduce -18.6% | 2,297,779 | $265.6M |
| Millennium Management | 0.20% | Reduce -28.9% | 1,711,578 | $197.9M |
| Deutsche Bank AG | 0.08% | Reduce -11.5% | 1,677,745 | $194.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.1% | 1,566,546 | $181.1M |
| Balyasny Asset Management L.P. | 0.45% | Add +125.0% | 1,526,993 | $176.5M |
| CI Investments Inc. | 0.74% | Reduce -22.4% | 1,506,001 | $174.1M |
| Markel Group | 1.49% | No change | 1,451,800 | $167.8M |
| Citadel Advisors | 0.16% | Reduce -41.5% | 1,404,228 | $162.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Add +0.4% | 1,395,198 | $161.3M |
| Hudson Way Capital Management LLC | 15.59% | Add +58.8% | 1,360,868 | $157.3M |
| National Pension Service | 0.15% | Add +6.3% | 1,347,158 | $155.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.3% | 1,341,244 | $155.1M |
| HSBC Holdings PLC | 0.10% | Add +3.5% | 1,274,450 | $146.7M |
| Unisphere Establishment | 1.27% | Add +1594.5% | 1,262,400 | $145.9M |
| BNP Paribas Financial Markets | 0.11% | Add +49.1% | 1,215,637 | $140.5M |
| Holocene Advisors, LP | 0.40% | Add +87.6% | 1,184,298 | $136.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.12% | Add +12.4% | 1,156,511 | $133.7M |
| Allspring Global Investments Holdings, LLC | 0.23% | Add +8.0% | 1,130,791 | $133.3M |
| Bank of Montreal | 0.07% | Reduce -10.1% | 1,126,473 | $130.2M |
| Raymond James Financial Inc. | 0.05% | Reduce -25.3% | 1,105,859 | $127.8M |
| Gabelli Funds LLC | 0.98% | Add +1.4% | 1,097,324 | $126.9M |
| Rhumbline Advisers | 0.12% | Add +2.6% | 1,090,536 | $126.1M |
| California Public Employees Retirement System | 0.09% | Reduce -35.7% | 1,082,825 | $125.2M |
| Bessemer Group Inc. | 0.22% | Reduce -33.1% | 1,077,920 | $124.6M |
| Sei Investments Co. | 0.16% | Add +10.7% | 1,069,466 | $123.6M |
| Roberts Foundation | 74.56% | No change | 1,000,000 | $115.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -16.2% | 984,067 | $114.2M |
| Prana Capital Management, LP | 4.61% | Add +603.6% | 979,382 | $113.2M |
| California State Teachers Retirement System | 0.13% | Reduce -0.7% | 934,301 | $108.0M |
| Credit Agricole S A | 0.39% | Add +271.6% | 898,483 | $103.9M |
| Macquarie Group Ltd. | 0.13% | Reduce -2.5% | 890,931 | $103.0M |
| Ensign Peak Advisors, Inc | 0.20% | Reduce -3.3% | 885,830 | $102.4M |
| Agf Management Ltd. | 0.53% | Add +8851.7% | 870,191 | $100.6M |
| Alliancebernstein L.P. | 0.04% | Add +0.5% | 850,016 | $98.3M |
| Citigroup Inc. | 0.07% | Reduce -44.8% | 843,478 | $97.5M |
| PointState Capital LP | 2.15% | Add +16.1% | 839,051 | $97.0M |
| Neuberger Berman Group LLC | 0.08% | Add +0.9% | 802,945 | $92.8M |
| American Century Companies Inc. | 0.06% | Add +0.2% | 800,432 | $92.5M |
| New York State Common Retirement Fund | 0.13% | Reduce -2.2% | 788,119 | $91.1M |
| National Bank of Canada | 0.11% | Add +44.0% | 778,692 | $90.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.23% | Add +871.4% | 748,881 | $86.6M |
| Franklin Resources Inc. | 0.03% | Add +9.0% | 742,370 | $85.8M |
| Clearbridge Investments, LLC | 0.07% | Reduce -46.9% | 723,996 | $83.7M |
| BBR Partners, LLC | 5.50% | Add +193.2% | 673,550 | $77.9M |
| Rathbones Group PLC | 0.37% | Add +94.7% | 657,186 | $76.0M |
| LPL Financial LLC | 0.03% | Reduce -6.5% | 656,650 | $75.9M |
| State Board of Administration of Florida Retirement System | 0.15% | Add +0.6% | 633,935 | $73.3M |
| Adage Capital Partners Gp, L.L.C. | 0.13% | Reduce -2.1% | 616,600 | $71.3M |
| Point72 Asset Management | 0.21% | Add +138.9% | 610,372 | $70.6M |
| Natixis Advisors, LLC | 0.13% | Add +2.1% | 588,646 | $68.1M |
| CANADA LIFE ASSURANCE Co | 0.12% | Add +7.0% | 579,474 | $67.1M |
| Mariner, LLC | 0.10% | Add +1.0% | 536,562 | $62.0M |
| Zurich Insurance Group Ltd | 0.50% | Reduce -6.3% | 535,984 | $62.0M |
| Alyeska Investment Group, L.P. | 0.24% | Add +266.4% | 523,288 | $60.5M |
| Harris Associates (Oakmark Funds) | 0.10% | Reduce -28.8% | 509,361 | $58.9M |
| LGT Capital Partners LTD. | 2.58% | Add +22.7% | 502,500 | $58.1M |
| Meitav Investment House Ltd. | 1.06% | Add +24.8% | 499,940 | $57.8M |
| Partners Group Holding AG | 2.39% | Add +32.6% | 494,616 | $57.2M |
| National Philanthropic Trust | 0.91% | Reduce 0.0% | 485,565 | $56.1M |
| New York State Teachers Retirement System | 0.13% | Reduce -0.7% | 477,706 | $55.2M |
| Korea Investment CORP | 0.13% | Reduce -2.7% | 475,552 | $55.0M |
| Border to Coast Pensions Partnership Ltd | 1.10% | Add +3.3% | 465,000 | $53.8M |
| APG Asset Management N.V. | 0.17% | Add +2.6% | 501,419 | $53.7M |
| Aviva PLC | 0.12% | Add +16.0% | 436,382 | $50.5M |
| Squarepoint Ops LLC | 0.12% | Reduce -32.8% | 434,915 | $50.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.10% | Add +515.8% | 406,448 | $47.0M |
| State of Wisconsin Investment Board | 0.12% | Add +5.9% | 404,174 | $46.7M |
| First Trust Advisors LP | 0.04% | Reduce -2.7% | 390,154 | $45.1M |
| Nomura Asset Management Co. Ltd. | 0.14% | Reduce -0.2% | 381,932 | $44.2M |
| Marsico Capital Management LLC | 1.51% | Add +145.0% | 379,422 | $43.9M |
| Frontier Capital Management Co. LLC | 0.47% | Reduce -38.6% | 373,260 | $43.2M |
| Samlyn Capital, LLC | 0.71% | New | 372,052 | $43.0M |
| Bain Capital Public Equity Management II, LLC | 3.39% | Reduce -49.5% | 370,630 | $42.8M |
| GAMCO Investors | 0.47% | Add +1.4% | 369,816 | $42.8M |
| Sapient Capital LLC | 0.83% | Add +0.2% | 363,890 | $42.1M |
| Prudential Financial Inc. | 0.06% | Reduce -2.1% | 358,381 | $41.4M |
| Employees Retirement System of Texas | 0.45% | Add +2682.1% | 358,300 | $41.4M |
| Stifel Financial Corp. | 0.04% | Reduce -6.3% | 357,412 | $41.3M |
| Chevy Chase Trust Holdings, LLC | 0.13% | Reduce -0.1% | 356,545 | $41.2M |
| Bahl & Gaynor LLC | 0.21% | Add +7.7% | 356,542 | $41.2M |
| Storebrand Asset Management As | 0.13% | Reduce -16.5% | 356,325 | $41.2M |
| Twinbeech Capital LP | 0.74% | Add +13147.7% | 353,315 | $40.8M |
| Vident Advisory, LLC | 0.59% | Add +6.7% | 350,587 | $40.5M |
| Kensico Capital Management Corp. | 0.91% | New | 350,400 | $40.5M |
| TCW Group Inc. | 0.36% | Add +11.9% | 344,456 | $39.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | Add +0.4% | 340,854 | $39.4M |
| Junto Capital Management LP | 0.89% | New | 334,366 | $38.7M |
| STRS Ohio | 0.16% | Reduce -1.4% | 332,885 | $38.5M |
| Delta Global Management LP | 2.74% | Add +42.0% | 328,083 | $37.9M |
| Royal London Asset Management Ltd. | 0.09% | Add +11.2% | 319,376 | $36.9M |
| Rockefeller Capital Management L.P. | 0.09% | Add +3.2% | 311,980 | $36.1M |
| Treasurer of the State of North Carolina | 0.14% | Add +4.1% | 308,301 | $35.6M |
| Focus Partners Wealth | 0.09% | Reduce -20.5% | 303,099 | $35.0M |
| Private Capital Management, LLC | 3.91% | Add +2.8% | 302,847 | $34.9M |
| Performance Wealth Partners, LLC | 1.25% | Add +17.8% | 301,961 | $34.9M |
| Empower Advisory Group, LLC | 0.11% | New | 299,832 | $34.7M |
| Factory Mutual Insurance Co. | 0.40% | Add +56.0% | 296,500 | $34.3M |
| Lord, Abbett & Co. LLC | 0.13% | Reduce -15.9% | 294,933 | $34.1M |
| TD Asset Management Inc | 0.03% | Reduce -4.8% | 293,198 | $33.9M |
| Pictet Asset Management Holding SA | 0.04% | Add +6.5% | 292,131 | $33.8M |
| Assenagon Asset Management S.A. | 0.06% | Reduce -67.7% | 288,257 | $33.3M |
| Federated Hermes, Inc. | 0.07% | Add +3.6% | 285,116 | $33.0M |
| Capital International, Inc. | 0.40% | Reduce -18.6% | 283,416 | $32.8M |
| Bollard Group LLC | 0.85% | Add +0.1% | 280,088 | $32.4M |
| River Road Asset Management, LLC | 0.44% | Add +22.1% | 279,789 | $32.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.09% | Add +10.2% | 277,616 | $32.1M |
| Public Employees Retirement System of Ohio | 0.12% | Reduce -3.2% | 277,034 | $32.0M |
| Ariel Investments | 0.37% | Add +17.0% | 275,025 | $31.8M |
| Susquehanna International Group, LLP | 0.05% | Reduce -4.1% | 270,861 | $31.3M |
| Asset Management One Co., Ltd. | 0.11% | Add +7.9% | 269,479 | $31.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Reduce -2.9% | 269,189 | $31.1M |
| Mediolanum International Funds Ltd | 0.42% | Add +65.6% | 265,547 | $30.5M |
| Aberdeen Group plc | 0.06% | Add +23.5% | 266,649 | $30.5M |
| Enstar Group LTD | 11.48% | No change | 263,129 | $30.4M |
| United Capital Financial Advisors, LLC | 0.26% | Add +0.8% | 257,996 | $29.8M |
| Adell Harriman & Carpenter Inc. | 2.24% | Reduce -2.5% | 256,810 | $29.7M |
| Oribel Capital Management, LP | 3.67% | Reduce -8.3% | 255,100 | $29.5M |
| Walleye Capital LLC | 0.37% | Reduce -14.6% | 254,778 | $29.5M |
| Toronto Dominion Bank | 0.08% | Add +14.5% | 253,099 | $29.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.03% | Reduce -45.2% | 249,296 | $28.8M |
| Handelsbanken Fonder AB | 0.12% | Reduce -10.0% | 246,164 | $28.5M |
| Greenhaven Road Investment Management, L.P. | 11.63% | Reduce -8.3% | 244,700 | $28.3M |
| State of Tennessee, Department of Treasury | 0.11% | Add +0.6% | 240,170 | $27.8M |
| Schonfeld Strategic Advisors LLC | 0.19% | Add +222.6% | 238,554 | $27.6M |
| 1832 Asset Management L.P. | 0.05% | Reduce -83.2% | 237,720 | $27.5M |
| Janney Montgomery Scott LLC | 0.08% | Add +87.3% | 230,990 | $26.7M |
| Rafferty Asset Management, LLC | 0.11% | Reduce -6.7% | 223,690 | $25.9M |
| Tudor Investment Corporation | 0.23% | New | 277,000 | $25.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.12% | Reduce -11.7% | 219,124 | $25.3M |
| Silvercrest Asset Management Group LLC | 0.18% | Add +8624.2% | 218,542 | $25.3M |
| Candriam S.C.A. | 0.16% | Reduce -13.2% | 214,544 | $24.8M |
| KLP Kapitalforvaltning As | 0.12% | Add +1.5% | 212,700 | $24.6M |
| DNB Asset Management AS | 0.11% | Add +1.5% | 211,270 | $24.4M |
| Victory Capital Management Inc. | 0.03% | Reduce -8.6% | 210,569 | $24.3M |
| State of New Jersey Common Pension Fund D | 0.11% | Reduce -8.9% | 210,377 | $24.3M |
| Renaissance Group LLC | 1.05% | Reduce -7.5% | 206,718 | $23.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.5% | 203,330 | $23.5M |
| Danske Bank A/S | 0.07% | Add +2.9% | 202,499 | $23.4M |
| Capital Group Private Client Services, Inc. | 0.23% | Add +11.5% | 200,867 | $23.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.14% | Reduce -52.2% | 200,591 | $23.2M |
| Caldwell Investment Management Ltd. | 16.93% | Reduce -5.8% | 200,000 | $22.8M |
| Tredje AP-fonden | 0.21% | New | 197,356 | $22.8M |
| Oppenheimer & Co. Inc. | 0.34% | Reduce -4.7% | 196,069 | $22.7M |
| Resona Asset Management Co.,Ltd. | 0.13% | Add +8.4% | 192,820 | $22.3M |
| Zuckerman Investment Group, LLC | 2.39% | Reduce -2.5% | 192,471 | $22.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +98.5% | 191,540 | $22.1M |
| Capital Fund Management S.A. | 0.28% | Add +151.2% | 190,229 | $22.0M |
| Cerity Partners LLC | 0.04% | Reduce -0.9% | 185,248 | $21.4M |
| Artisan Partners Limited Partnership | 0.03% | Reduce -34.8% | 184,133 | $21.3M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -37.0% | 184,425 | $21.3M |
| MetLife Investment Management, LLC | 0.11% | Reduce -1.8% | 183,749 | $21.2M |
| Temasek Holdings (Private) Ltd | 0.09% | New | 183,228 | $21.2M |
| State of Michigan Retirement System | 0.12% | Reduce -0.1% | 183,100 | $21.2M |
| Foster Dykema Cabot & Partners, LLC | 1.70% | Add +25.3% | 182,761 | $21.1M |
| Arizona State Retirement System | 0.13% | Add +1.8% | 182,469 | $21.1M |
| Capstone Investment Advisors, LLC | 0.24% | Add +1685.9% | 181,039 | $20.9M |
| Public Sector Pension Investment Board | 0.09% | Add +3.1% | 180,543 | $20.9M |
| Fisher Funds Management LTD | 0.50% | Add +36.9% | 176,992 | $20.5M |
| DE Burlo Group Inc. | 3.01% | Reduce -23.8% | 176,300 | $20.4M |
| Picton Mahoney Asset Management | 0.69% | Add +20.3% | 173,747 | $20.1M |
| Allianz Asset Management GmbH | 0.03% | Reduce -6.7% | 172,482 | $19.9M |
| DJE Kapital AG | 0.58% | Add +169.3% | 174,577 | $19.5M |
| Badgley Phelps Wealth Managers, LLC | 0.47% | Add +0.5% | 167,705 | $19.4M |
| Oddo BHF Asset Management Sas | 0.79% | Add +7.6% | 166,515 | $19.3M |
| Levin Capital Strategies, L.P. | 2.02% | Reduce -0.3% | 164,455 | $19.0M |
| Tiaa Trust, National Association | 0.06% | Add +7.3% | 164,147 | $19.0M |
| Corient Private Wealth LP | 0.03% | Add +4.3% | 161,958 | $18.7M |
| Captrust Financial Advisors | 0.05% | Add +21.7% | 158,280 | $18.3M |
| Baron Capital (BAMCO) | 0.05% | Add +28.7% | 158,108 | $18.3M |
| ProShare Advisors LLC | 0.04% | Add +9.3% | 158,088 | $18.3M |
| Eisler Capital Management Ltd. | 0.55% | New | 157,500 | $18.2M |
| Evoke Wealth, LLC | 0.47% | Add +2973.1% | 156,973 | $18.1M |
| Jackson Hill Advisors, LLC | 9.84% | Add +0.7% | 155,500 | $18.0M |
| Czech National Bank | 0.16% | Add +5.9% | 155,049 | $17.9M |
| Corebridge Financial, Inc. | 0.10% | Reduce -3.4% | 154,737 | $17.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +7.5% | 154,376 | $17.8M |
| Punch & Associates Investment Management, Inc. | 1.17% | Reduce -6.8% | 152,777 | $17.7M |
| Ossiam | 0.25% | Add +417.2% | 152,010 | $17.6M |
| Cullen/Frost Bankers, Inc. | 0.25% | Reduce -2.8% | 151,458 | $17.5M |
| Stephens Inc. | 0.26% | Reduce -5.1% | 150,745 | $17.4M |
| TRB Advisors LP | 8.22% | No change | 150,000 | $17.3M |
| Community Trust & Investment Co. | 1.10% | Add +77.3% | 149,432 | $17.3M |
| Soros Fund Management | 0.43% | New | 148,147 | $17.1M |
| Lynwood Price Capital Management LP | 9.59% | Add +40.6% | 145,500 | $16.8M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.8% | 145,064 | $16.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.37% | Add +23.1% | 144,922 | $16.7M |
| Northeast Financial Consultants Inc | 0.74% | Reduce -1.3% | 144,100 | $16.7M |
| Swiss Life Asset Management Ltd | 0.12% | Add +3.1% | 143,864 | $16.6M |
| Artemis Investment Management LLP | 0.25% | Reduce -55.4% | 143,834 | $16.6M |
| FineMark National Bank & Trust | 0.61% | Add +6.0% | 143,774 | $16.6M |
| Voya Investment Management LLC | 0.02% | Reduce -90.5% | 143,044 | $16.5M |
| Freestone Grove Partners LP | 0.17% | New | 139,101 | $16.1M |
| Financial Counselors Inc. | 0.24% | Add +81.6% | 138,912 | $16.1M |
| SOL Capital Management CO | 1.77% | Add +7.5% | 138,723 | $16.0M |
| Point72 Europe (London) LLP | 1.09% | Reduce -30.1% | 136,625 | $15.8M |
| Maestria Partners LLC | 6.64% | No change | 136,000 | $15.7M |
| Amalgamated Bank | 0.13% | Add +1.8% | 134,359 | $15.5M |
| Cetera Investment Advisers | 0.03% | Add +5.1% | 132,098 | $15.3M |
| Signature Estate & Investment Advisors LLC | 0.40% | Add +3663.7% | 131,465 | $15.2M |
| Bank of Nova Scotia | 0.03% | Reduce -12.6% | 127,551 | $14.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -4.0% | 125,828 | $14.5M |
| Crescent Park Management, L.P. | 7.29% | Reduce -1.8% | 125,761 | $14.5M |
| Forsta Ap-Fonden | 0.11% | Reduce -37.2% | 124,100 | $14.3M |
| Whittier Trust Co. | 0.20% | Add +3.5% | 123,425 | $14.3M |
| GoodHaven Capital Management, LLC | 4.82% | Reduce -3.1% | 121,325 | $14.0M |
| Teacher Retirement System of Texas | 0.06% | Add +226.8% | 119,748 | $13.8M |
| Quadrature Capital Ltd | 0.31% | Add +325.8% | 119,704 | $13.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.08% | Reduce -0.0% | 118,907 | $13.7M |
| Schroder Investment Management Group | 0.01% | Add +48.0% | 118,486 | $13.6M |
| Federation des caisses Desjardins du Quebec | 0.07% | Add +2.4% | 116,782 | $13.5M |
| Private Wealth Partners, LLC | 1.10% | Reduce -1.2% | 115,155 | $13.3M |
| Sone Capital Management, LLC | 1.37% | New | 114,918 | $13.3M |
| Perennial Advisors, LLC | 2.59% | Reduce -2.4% | 112,376 | $13.0M |
| Xponance LLC | 0.12% | Add +0.1% | 111,467 | $12.9M |
| Utah Retirement Systems | 0.15% | Reduce -0.2% | 111,408 | $12.9M |
| North Star Investment Management Corp. | 0.94% | Reduce -14.0% | 111,399 | $12.9M |
| Cibc World Market Inc. | 0.03% | Reduce -19.2% | 110,661 | $12.8M |
| IFM Investors Pty Ltd | 0.14% | Reduce -0.6% | 110,526 | $12.8M |
| Teachers Retirement System of the State of Kentucky | 0.12% | Add +16.6% | 110,361 | $12.8M |
| USS Investment Management Ltd | 0.10% | No change | 110,308 | $12.8M |
| CIBC Asset Management Inc | 0.04% | Reduce -0.8% | 108,315 | $12.5M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +6.1% | 108,200 | $12.5M |
| Lountzis Asset Management, LLC | 4.56% | Reduce -0.4% | 105,861 | $12.1M |
| Engle Capital Management, L.P. | 5.00% | Add +141.9% | 104,000 | $12.0M |
| Comerica Bank | 0.05% | Add +5.4% | 103,424 | $12.0M |
| Natixis | 0.07% | Add +47.1% | 104,361 | $11.9M |
| Chickasaw Capital Management LLC | 0.45% | Reduce -0.4% | 101,206 | $11.7M |
| Varma Mutual Pension Insurance Co | 0.10% | Reduce -9.1% | 101,027 | $11.7M |
| Buffington Mohr McNeal | 2.29% | Reduce -13.8% | 100,539 | $11.6M |
| Matthew 25 Management Corp | 4.26% | Reduce -2.4% | 100,000 | $11.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -0.8% | 99,806 | $11.5M |
| Gillson Capital LP | 0.98% | Add +99.8% | 99,704 | $11.5M |
| New York Life Investment Management LLC | 0.12% | Reduce -0.4% | 99,633 | $11.5M |
| Police & Firemen's Retirement System of New Jersey | 0.11% | Add +0.3% | 98,196 | $11.4M |
| Mirador Capital Partners LP | 1.98% | Add +3.7% | 97,923 | $11.3M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -0.6% | 97,700 | $11.3M |
| Truist Financial Corp. | 0.02% | Add +1.7% | 97,651 | $11.3M |
| EverSource Wealth Advisors, LLC | 0.62% | Reduce -0.5% | 97,564 | $11.3M |
| Campbell Capital Management Inc. | 6.53% | Add +11.3% | 96,950 | $11.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -4.4% | 95,696 | $11.1M |
| Governors Lane LP | 2.46% | Reduce -62.9% | 95,700 | $11.1M |
| Texas Yale Capital Corp. | 0.45% | Add +8.6% | 93,762 | $10.8M |
| Triavera Capital LLC | 6.60% | Add +4.9% | 92,938 | $10.7M |
| Lavaca Capital LLC | 4.89% | No change | 92,800 | $10.7M |
| Daiwa Securities Group Inc. | 0.05% | Reduce -0.3% | 92,255 | $10.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +19.6% | 90,456 | $10.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.05% | No change | 87,688 | $10.1M |
| AXA S.A. | 0.03% | Reduce -2.5% | 86,578 | $10.0M |
| MML Investors Services, LLC | 0.03% | Reduce -5.2% | 86,464 | $10.0M |
| Conversant Capital LLC | 2.03% | New | 86,000 | $9.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -10.1% | 85,195 | $9.8M |
| Palisade Capital Management, LP | 0.32% | Add +1.7% | 85,193 | $9.8M |
| Engineers Gate Manager LP | 0.17% | New | 84,975 | $9.8M |
| Bowen Hanes & Co. Inc. | 0.27% | Add +109.4% | 84,930 | $9.8M |
| Public Employees Retirement Association of Colorado | 0.04% | Reduce -0.1% | 84,886 | $9.8M |
| M&G PLC | 0.06% | Add +217.0% | 84,000 | $9.7M |
| Assetmark, Inc. | 0.03% | Add +4.7% | 83,252 | $9.6M |
| Alberta Investment Management Corp | 0.07% | New | 83,000 | $9.6M |
| NewEdge Advisors, LLC | 0.06% | Add +48.0% | 82,618 | $9.6M |
| Creative Planning | 0.01% | Add +3.1% | 79,468 | $9.2M |
| State of Alaska, Department of Revenue | 0.10% | Add +2.8% | 79,105 | $9.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.11% | Reduce -17.4% | 79,075 | $9.1M |
| Cibc World Markets Corp. | 0.07% | Reduce -24.1% | 79,001 | $9.1M |
| Jessup Wealth Management, Inc | 3.83% | Add +76.7% | 78,850 | $9.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +15.6% | 78,803 | $9.1M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -2.9% | 78,507 | $9.1M |
| City of London Investment Management Co. Ltd. | 0.97% | Reduce -13.0% | 78,463 | $9.1M |
| Lido Advisors, LLC | 0.05% | Add +183.2% | 78,308 | $9.1M |
| Nissay Asset Management Corp. /Japan | 0.06% | Add +1.4% | 77,616 | $9.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -11.8% | 78,033 | $9.0M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +23.4% | 75,846 | $8.8M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +23.4% | 75,846 | $8.8M |
| HB Wealth Management, LLC | 0.07% | Add +551.4% | 75,807 | $8.8M |
| Allen Investment Management, LLC | 0.10% | Reduce -61.0% | 74,560 | $8.6M |
| Swedbank AB | 0.01% | Add +1.3% | 73,695 | $8.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +7.9% | 73,561 | $8.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.09% | Add +1.9% | 73,367 | $8.5M |
| Lighthouse Investment Partners, LLC | 0.38% | New | 72,387 | $8.4M |
| B & T Capital Management DBA Alpha Capital Management | 1.58% | Reduce -3.8% | 71,882 | $8.3M |
| Chicago Partners Investment Group LLC | 0.28% | Add +12.2% | 71,290 | $8.3M |
| Nisa Investment Advisors, LLC | 0.04% | Add +1.8% | 70,411 | $8.1M |
| Covey Capital Advisors, LLC | 9.27% | Reduce -7.5% | 69,634 | $8.1M |
| Quantinno Capital Management LP | 0.05% | Add +84.1% | 68,295 | $7.9M |
| Yousif Capital Management, LLC | 0.09% | Add +3.6% | 68,022 | $7.9M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.5% | 67,363 | $7.8M |
| AE Wealth Management LLC | 0.06% | Add +14.8% | 65,543 | $7.6M |
| OP Asset Management Ltd | 0.13% | — | 64,830 | $7.5M |
| Triangle Securities Wealth Management | 1.91% | Add +5.7% | 64,333 | $7.4M |
| Mackenzie Financial Corp. | 0.01% | Add +13.6% | 64,300 | $7.4M |
| Edgestream Partners, L.P. | 0.25% | Add +129.7% | 62,716 | $7.3M |
| Marshall Wace, LLP | 0.01% | New | 61,723 | $7.1M |
| Ieq Capital, LLC | 0.06% | Add +1165.8% | 61,634 | $7.1M |
| Dilation Capital Management LP | 8.55% | Add +44.9% | 60,873 | $7.0M |
| Beck Mack & Oliver LLC | 0.14% | Reduce -0.2% | 60,766 | $7.0M |
| Rakuten Investment Management, Inc. | 0.03% | — | 60,230 | $6.9M |
| Heron Bay Capital Management | 1.44% | Add +25.6% | 59,201 | $6.8M |
| Oregon Public Employees Retirement Fund | 0.13% | Add +0.2% | 58,010 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -2.9% | 57,881 | $6.7M |
| Woodline Partners LP | 0.04% | Add +40.7% | 57,032 | $6.6M |
| Logan Capital Management Inc. | 0.30% | Add +16.5% | 56,648 | $6.5M |
| Menlo Advisors LLC | 3.07% | Reduce -4.4% | 55,775 | $6.4M |
| Sterling Investment Advisors, Ltd. | 1.54% | Reduce -5.7% | 55,612 | $6.4M |
| Pacer Advisors, Inc. | 0.02% | Reduce -17.6% | 54,874 | $6.3M |
| Coastal Bridge Advisors, LLC | 0.90% | Add +9.0% | 54,690 | $6.3M |
| Whittier Trust Co. of Nevada Inc. | 0.16% | Add +3.0% | 54,644 | $6.3M |
| ArrowMark Colorado Holdings LLC | 0.10% | No change | 54,400 | $6.3M |
| Mizuho Securities USA LLC | 0.13% | Reduce -15.5% | 54,051 | $6.2M |
| Avanza Fonder AB | 0.20% | Add +4.2% | 51,665 | $6.2M |
| Wealthfront Advisers LLC | 0.02% | Add +24.6% | 54,000 | $6.2M |
| US Bancorp \de | 0.01% | Reduce -0.0% | 53,179 | $6.1M |
| Atria Investments, Inc | 0.08% | Add +3.7% | 52,310 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.8% | 52,308 | $6.0M |
| &partners | 0.06% | Add +23.3% | 52,498 | $6.0M |
| Staley Capital Advisers Inc. | 0.27% | Add +15.8% | 52,100 | $6.0M |
| Strategic Blueprint, LLC | 0.32% | Add +11.5% | 51,408 | $5.9M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.47% | Add +22.3% | 51,187 | $5.9M |
| KBC Group NV | 0.02% | Reduce -58.2% | 50,933 | $5.9M |
| B. Metzler seel. Sohn & Co. AG | 0.06% | Add +14.2% | 50,765 | $5.9M |
| Tribune Investment Group LP | 3.31% | New | 50,000 | $5.8M |
| Whitebox Advisors LLC | 0.49% | New | 50,000 | $5.8M |
| Elo Mutual Pension Insurance Co | 0.13% | Reduce -16.3% | 49,962 | $5.8M |
| AQR Capital Management | 0.01% | Reduce -1.4% | 50,734 | $5.7M |
| Nordea Investment Management AB | 0.01% | Add +1.4% | 50,102 | $5.7M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +12.8% | 48,161 | $5.6M |
| Boothbay Fund Management, LLC | 0.20% | Reduce -12.5% | 48,000 | $5.5M |
| UniSuper Management Pty Ltd | 0.04% | Reduce -73.0% | 47,955 | $5.5M |
| Jump Financial, LLC | 0.08% | Add +1678.0% | 47,260 | $5.5M |
| NorthCoast Asset Management LLC | 0.03% | Add +2.4% | 47,023 | $5.4M |
| QRG Capital Management, Inc. | 0.06% | Add +84.4% | 46,878 | $5.4M |
| Kentucky Retirement Systems | 0.16% | Reduce -0.8% | 45,992 | $5.3M |
| Beach Investment Counsel Inc. | 0.78% | Reduce -3.2% | 45,600 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +18.1% | 45,497 | $5.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.28% | New | 45,449 | $5.3M |
| Waterfront Wealth Inc. | 1.27% | Reduce -1.6% | 44,885 | $5.2M |
| Gotham Asset Management | 0.04% | Reduce -1.6% | 43,917 | $5.1M |
| Gateway Investment Advisers LLC | 0.06% | Reduce -16.9% | 43,058 | $5.0M |
| Meketa Investment Group Inc. | 6.69% | Add +139.3% | 42,959 | $5.0M |
| Pinnacle Financial Partners Inc | 0.10% | Reduce -1.1% | 42,431 | $4.9M |
| Cinctive Capital Management LP | 0.39% | Reduce -47.4% | 41,885 | $4.8M |
| TD Private Client Wealth LLC | 0.13% | Add +3.3% | 41,806 | $4.8M |
| IFP Advisors, Inc | 0.15% | Add +3.1% | 41,301 | $4.8M |
| Hartford Investment Management Co. | 0.17% | Reduce -1.5% | 41,184 | $4.8M |
| Samjo Management, LLC | 2.01% | Reduce -7.7% | 41,045 | $4.7M |
| NEOS Investment Management LLC | 0.09% | Add +22.8% | 40,531 | $4.7M |
| Monashee Investment Management LLC | 0.56% | New | 40,000 | $4.6M |
| O'ROURKE & COMPANY, Inc | 2.27% | Reduce -1.4% | 39,599 | $4.6M |
| Cresset Asset Management, LLC | 0.02% | Add +9.2% | 39,005 | $4.5M |
| Absolute Gestao de Investimentos Ltda. | 1.98% | New | 39,000 | $4.5M |
| Bain Capital Public Equity, LP | 4.90% | Add +31.5% | 38,535 | $4.5M |
| Bleakley Financial Group, LLC | 0.14% | Add +0.9% | 37,990 | $4.4M |
| TD Waterhouse Canada Inc. | 0.04% | Add +20.9% | 37,211 | $4.4M |
| TrinityBridge Ltd | 0.12% | No change | 36,615 | $4.2M |
| Gulf International Bank (UK) Ltd | 0.15% | Reduce -24.4% | 36,477 | $4.2M |
| Larson Financial Group LLC | 0.20% | Add +5.3% | 36,413 | $4.2M |
| Cacti Asset Management LLC | 0.33% | Reduce -2.7% | 36,630 | $4.2M |
| Louisiana State Employees Retirement System | 0.08% | No change | 36,300 | $4.2M |
| Fifth Third Bancorp | 0.02% | Reduce -2.2% | 36,100 | $4.2M |
| Rothschild Investment LLC | 0.28% | Reduce -2.1% | 36,077 | $4.2M |
| Securian Asset Management, Inc. | 0.13% | Reduce -1.7% | 35,675 | $4.1M |
| Jamison Private Wealth Management, Inc. | 0.61% | Add +0.9% | 34,844 | $4.0M |
| Alps Advisors Inc. | 0.02% | Reduce -2.5% | 34,740 | $4.0M |
| Metis Global Partners, LLC | 0.11% | Add +13.8% | 34,531 | $4.0M |
| Tidal Investments LLC | 0.03% | Reduce -36.2% | 33,615 | $3.9M |
| Coastline Trust Co | 0.48% | Add +0.5% | 33,543 | $3.9M |
| Bearing Point Capital, LLC | 0.82% | Add +14.0% | 33,476 | $3.9M |
| Principal Securities, Inc. | 0.09% | No change | 25,957 | $3.8M |
| Proficio Capital Partners LLC | 0.29% | Add +3.4% | 32,337 | $3.8M |
| Sabal Trust CO | 0.21% | Reduce -6.4% | 32,496 | $3.8M |
| Patton Fund Management, Inc. | 0.91% | Reduce -22.9% | 32,444 | $3.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.11% | Reduce -52.2% | 32,046 | $3.7M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +0.9% | 31,891 | $3.7M |
| Covenant Asset Management, LLC | 0.92% | New | 31,779 | $3.7M |
| Mesirow Financial Investment Management, Inc. | 0.07% | Reduce -4.2% | 31,614 | $3.7M |
| New Mexico Educational Retirement Board | 0.13% | Reduce -2.2% | 31,500 | $3.6M |
| Guardian Wealth Management, Inc. | 2.43% | Reduce -1.2% | 31,498 | $3.6M |
| Maryland State Retirement & Pension System | 0.09% | Reduce -13.1% | 31,490 | $3.6M |
| Curbstone Financial Management Corp | 0.76% | Reduce -7.9% | 31,308 | $3.6M |
| Blair William & Co. | 0.01% | Add +10.5% | 31,085 | $3.6M |
| Jackson Square Partners, LLC | 0.48% | Reduce -3.6% | 30,756 | $3.6M |
| Richard Bernstein Advisors LLC | 0.09% | Reduce -3.4% | 30,543 | $3.5M |
| Ingalls & Snyder LLC | 0.12% | Reduce -0.5% | 30,524 | $3.5M |
| Nomura Holdings Inc. | 0.02% | Reduce -61.1% | 30,367 | $3.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +552.7% | 30,090 | $3.5M |
| Parkwood LLC | 0.34% | New | 29,820 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +11.9% | 29,609 | $3.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -0.9% | 29,279 | $3.4M |
| Caisse de depot et placement du Quebec | 0.01% | New | 29,134 | $3.4M |
| Basswood Capital Management, L.L.C. | 0.19% | No change | 28,973 | $3.3M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Add +20.1% | 28,852 | $3.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.04% | Reduce -44.7% | 28,737 | $3.3M |
| Privium Fund Management (UK) Ltd | 2.52% | New | 27,000 | $3.3M |
| CFM Wealth Partners LLC | 0.58% | Add +7.2% | 28,215 | $3.3M |
| SG Americas Securities, LLC | 0.01% | Add +318.3% | 28,117 | $3.3M |
| Daiichi Life Insurance Co., Ltd. | 0.09% | Reduce -41.5% | 27,264 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.7% | 27,217 | $3.1M |
| Investment Management Corp of Ontario | 0.06% | Add +1.1% | 27,043 | $3.1M |
| M&T Bank Corp | 0.01% | Reduce -2.3% | 26,509 | $3.1M |
| Barr E S & Co. | 0.19% | No change | 26,375 | $3.0M |
| Black Swift Group, LLC | 0.69% | New | 26,350 | $3.0M |
| Dorsey Wright & Associates | 0.77% | Reduce -28.5% | 26,232 | $3.0M |
| Equitable Trust Co. | 0.17% | Reduce -9.3% | 26,166 | $3.0M |
| Norinchukin Bank, The | 0.06% | Add +9.9% | 25,929 | $3.0M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -1.3% | 25,905 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Add +34.5% | 25,747 | $3.0M |
| Citizens Financial Group Inc. | 0.06% | Add +2.1% | 25,647 | $3.0M |
| Synovus Financial Corp. | 0.04% | Add +208.6% | 25,645 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +40.4% | 25,795 | $3.0M |
| Fortitude Family Office, LLC | 1.06% | No change | 25,616 | $3.0M |
| Broadleaf Partners, LLC | 0.77% | New | 25,545 | $3.0M |
| Siemens Fonds Invest GmbH | 0.20% | Add +1.1% | 25,433 | $2.9M |
| Moneco Advisors, LLC | 0.30% | Add +0.1% | 25,244 | $2.9M |
| Wesbanco Bank Inc. | 0.10% | Add +2.1% | 25,130 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.9% | 24,779 | $2.9M |
| Waverly Advisors, LLC | 0.03% | Reduce -4.8% | 24,694 | $2.9M |
| Procyon Advisors, LLC | 0.17% | Reduce -0.9% | 24,651 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.08% | Reduce -46.7% | 24,868 | $2.8M |
| Verition Fund Management LLC | 0.02% | Add +241.6% | 24,626 | $2.8M |
| Sit Investment Associates Inc. | 0.07% | Reduce -18.2% | 24,550 | $2.8M |
| AG2R La Mondiale Gestion D'actifs | 0.15% | — | 23,318 | $2.8M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -27.8% | 24,393 | $2.8M |
| Group One Trading LLC | 0.12% | New | 24,302 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +38.8% | 24,167 | $2.8M |
| Townsquare Capital LLC | 0.03% | Add +16.8% | 23,978 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -34.0% | 23,933 | $2.8M |
| Lazard Asset Management LLC | 0.00% | Reduce -7.3% | 23,743 | $2.7M |
| Van Eck Associates Corp. | 0.00% | Add +4.9% | 23,551 | $2.7M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -17.0% | 22,997 | $2.7M |
| Accuvest Global Advisors | 2.25% | Reduce -10.1% | 22,898 | $2.6M |
| NewEdge Wealth, LLC | 0.05% | Add +45.4% | 22,837 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +48.8% | 22,827 | $2.6M |
| DRW Securities, LLC | 0.22% | Add +35.1% | 22,625 | $2.6M |
| Sierra Capital LLC | 0.31% | Reduce -8.2% | 22,490 | $2.6M |
| Tokio Marine Asset Management Co. Ltd. | 0.09% | Add +17.0% | 22,447 | $2.6M |
| SummitTX Capital, L.P. | 0.11% | — | 22,387 | $2.6M |
| Southeast Asset Advisors, LLC | 0.32% | No change | 22,357 | $2.6M |
| Merit Financial Group, LLC | 0.04% | Reduce -16.8% | 22,226 | $2.6M |
| Union Bancaire Privee, UBP SA | 0.05% | New | 23,084 | $2.6M |
| Rational Advisors, Inc. | 0.27% | Reduce -11.6% | 22,150 | $2.6M |
| Capital Analysts, LLC | 0.09% | Reduce -28.1% | 21,946 | $2.5M |
| D. E. Shaw & Co. | 0.00% | New | 21,900 | $2.5M |
| World Investment Advisors | 0.07% | Reduce -3.4% | 21,652 | $2.5M |
| Davidson Kahn Capital Management, LLC | 1.93% | Add +47.2% | 21,631 | $2.5M |
| Park Avenue Securities LLC | 0.03% | Reduce -5.7% | 21,565 | $2.5M |
| Campbell & CO Investment Adviser LLC | 0.19% | New | 21,485 | $2.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.2% | 21,470 | $2.5M |
| Capital International Sarl | 0.06% | Reduce -10.8% | 21,214 | $2.5M |
| Regions Financial Corp. | 0.02% | Reduce -7.6% | 21,126 | $2.4M |
| Empowered Funds, LLC | 0.03% | Reduce -67.5% | 21,120 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -42.0% | 20,840 | $2.4M |
| Bokf, NA | 0.04% | Add +133.1% | 20,836 | $2.4M |
| Mission Wealth Management, LP | 0.06% | Add +0.1% | 20,524 | $2.4M |
| Leonteq Securities AG | 0.18% | Add +141.7% | 20,505 | $2.4M |
| ING Groep NV | 0.02% | Add +20.5% | 20,429 | $2.4M |
| Karani Asset Management LLC | 2.49% | Reduce -37.9% | 20,376 | $2.4M |
| Brevan Howard Capital Management LP | 0.07% | New | 20,273 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Add +32.0% | 20,240 | $2.3M |
| Asio Capital, LLC | 0.45% | New | 20,069 | $2.3M |
| Iridian Asset Management LLC | 0.73% | Reduce -3.9% | 20,015 | $2.3M |
| Fairfax Financial Holdings | 0.13% | Reduce -14.9% | 20,000 | $2.3M |
| Marex Group Ltd | 0.04% | Add +1036.5% | 19,775 | $2.3M |
| Wedbush Securities Inc. | 0.08% | Reduce -1.1% | 19,623 | $2.3M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.16% | New | 19,589 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +41.6% | 19,495 | $2.3M |
| MAI Capital Management | 0.02% | Add +50.6% | 19,438 | $2.2M |
| Checchi Capital Advisers, LLC | 0.16% | Add +2.1% | 19,427 | $2.2M |
| Lee Danner & Bass Inc. | 0.18% | Reduce -0.9% | 19,271 | $2.2M |
| Itau Unibanco Holding S.A. | 0.08% | New | 18,914 | $2.2M |
| Generali Asset Management SPA SGR | 0.05% | New | 18,864 | $2.2M |
| Connable Office Inc. | 0.23% | Reduce -1.4% | 18,680 | $2.2M |
| Alerus Financial NA | 0.17% | New | 18,108 | $2.1M |
| Caisse Des Depots Et Consignations | 0.10% | Reduce -18.2% | 18,071 | $2.1M |
| Ar Asset Management Inc. | 0.48% | No change | 18,000 | $2.1M |
| Teton Advisors, Inc. | 1.35% | Reduce -13.5% | 18,000 | $2.1M |
| Arkadios Wealth Advisors | 0.08% | Add +4.0% | 17,789 | $2.1M |
| Franklin Street Advisors Inc. | 0.14% | No change | 17,547 | $2.0M |
| Denali Advisors LLC | 0.23% | Reduce -68.5% | 17,540 | $2.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.07% | Reduce -6.3% | 17,532 | $2.0M |
| Banco BTG Pactual S.A. | 0.50% | Add +377.8% | 17,500 | $2.0M |
| Next Capital Management LLC | 0.96% | No change | 17,387 | $2.0M |
| LB Partners LLC | 1.44% | No change | 17,100 | $2.0M |
| Cross Staff Investments Inc | 1.50% | Reduce -0.3% | 17,207 | $2.0M |
| Clearstead Advisors, LLC | 0.03% | Add +16.8% | 17,203 | $2.0M |
| Apollon Wealth Management, LLC | 0.04% | Add +28.0% | 17,079 | $2.0M |
| HRT Financial LP | 0.01% | Reduce -3.8% | 17,046 | $2.0M |
| RiverPark Advisors, LLC | 1.70% | Add +19.3% | 17,022 | $2.0M |
| Banque Transatlantique SA | 0.06% | Reduce -80.0% | 17,000 | $2.0M |
| Clark Capital Management Group, Inc. | 0.01% | Add +983.4% | 16,944 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Add +6.0% | 16,907 | $2.0M |
| Guggenheim Capital LLC | 0.02% | Reduce -6.3% | 16,775 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.5% | 16,687 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -6.3% | 16,625 | $1.9M |
| Harbor Capital Advisors, Inc. | 0.09% | Add +35.6% | 16,517 | $1.9M |
| Independent Advisor Alliance | 0.06% | Add +3.6% | 16,501 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Reduce -8.5% | 16,484 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -1.1% | 16,416 | $1.9M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.29% | Reduce -51.8% | 16,400 | $1.9M |
| Venture Visionary Partners LLC | 0.08% | Add +314.9% | 16,368 | $1.9M |
| Louisbourg Investments Inc. | 0.51% | Add +104.5% | 21,352 | $1.9M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -3.4% | 16,219 | $1.9M |
| Fulton Bank, N.A. | 0.07% | Reduce -7.6% | 15,875 | $1.8M |
| Lansing Street Advisors | 0.61% | Add +0.2% | 15,778 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.2% | 19,157 | $1.8M |
| Sava Infond d.o.o. | 0.34% | Reduce -2.3% | 15,545 | $1.8M |
| Lombard Odier Asset Management (Switzerland) SA | 0.10% | No change | 15,518 | $1.8M |
| Choreo, LLC | 0.03% | Reduce -8.6% | 15,443 | $1.8M |
| United Services Automobile Association | 0.05% | No change | 15,494 | $1.8M |
| Zhang Financial LLC | 0.09% | Add +22.1% | 15,332 | $1.8M |
| Praxis Investment Management Inc. | 0.12% | Reduce -9.3% | 15,220 | $1.8M |
| Summit Financial, LLC | 0.05% | Add +56.5% | 15,101 | $1.7M |
| CWA Asset Management Group, LLC | 0.08% | Reduce -0.4% | 15,068 | $1.7M |
| Cushing Capital Partners, LLC | 1.56% | Reduce -14.0% | 15,038 | $1.7M |
| Essex Financial Services, Inc. | 0.13% | Reduce -6.2% | 15,020 | $1.7M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -3.4% | 14,721 | $1.7M |
| Pacific Capital Partners Ltd | 1.10% | New | 15,000 | $1.7M |
| IFC Advisors LLC | 0.36% | Add +44.3% | 14,880 | $1.7M |
| Yelin Lapidot Holdings Management Ltd. | 0.33% | No change | 14,827 | $1.7M |
| Intech Investment Management LLC | 0.02% | Reduce -1.3% | 14,809 | $1.7M |
| Aigen Investment Management, LP | 0.27% | New | 14,716 | $1.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +3.5% | 14,641 | $1.7M |
| Daymark Wealth Partners, LLC | 0.07% | Add +19.3% | 14,585 | $1.7M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -1.5% | 14,335 | $1.7M |
| XTX Topco Ltd | 0.08% | Add +493.5% | 14,267 | $1.6M |
| Walleye Trading LLC | 0.05% | New | 14,203 | $1.6M |
| Financial Management Network Inc. | 0.37% | Add +20.8% | 16,822 | $1.6M |
| Choate Investment Advisors | 0.04% | No change | 13,956 | $1.6M |
| HBK Sorce Advisory LLC | 0.05% | Reduce -14.6% | 13,914 | $1.6M |
| First National Bank Sioux Falls | 0.65% | No change | 13,888 | $1.6M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | No change | 15,000 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +10.5% | 13,796 | $1.6M |
| Parallax Volatility Advisers, L.P. | 0.06% | New | 13,789 | $1.6M |
| Commerce Bank | 0.01% | Add +3.6% | 13,662 | $1.6M |
| Moody National Bank Trust Division | 0.16% | Reduce -1.6% | 13,440 | $1.6M |
| Walter & Keenan Wealth Management LLC /in/ | 0.46% | Add +0.1% | 13,309 | $1.5M |
| Dakota Wealth Management | 0.04% | Reduce -2.2% | 13,278 | $1.5M |
| TFR Capital, LLC. | 0.64% | New | 13,221 | $1.5M |
| Caxton Associates LLP | 0.05% | — | 12,917 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +61.9% | 12,905 | $1.5M |
| Avalon Trust Co | 0.12% | Reduce -10.5% | 12,810 | $1.5M |
| Wernau Asset Management Inc. | 1.52% | Reduce -0.0% | 12,674 | $1.5M |
| Runnymede Capital Advisors, Inc. | 1.40% | Add +3.4% | 12,617 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Reduce -8.2% | 12,611 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -77.4% | 12,405 | $1.4M |
| Andra AP-fonden | 0.02% | New | 12,400 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +11.4% | 12,390 | $1.4M |
| BTG Pactual Asset Management US LLC | 0.19% | New | 12,366 | $1.4M |
| Riverpark Capital Management LLC | 2.61% | Add +23.5% | 12,284 | $1.4M |
| ASR Vermogensbeheer N.V. | 0.02% | — | 12,250 | $1.4M |
| Vestcor Inc | 0.05% | Add +8.2% | 12,222 | $1.4M |
| Chemistry Wealth Management LLC | 0.33% | Add +0.0% | 12,149 | $1.4M |
| Allianz SE | 0.04% | Add +50.2% | 12,015 | $1.4M |
| Institute for Wealth Management, LLC. | 0.18% | Add +58.4% | 11,980 | $1.4M |
| Mufg Securities Americas Inc. | 0.16% | Add +19.9% | 11,949 | $1.4M |
| Professional Financial Advisors, LLC | 0.35% | Reduce -1.8% | 11,812 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +25.6% | 11,741 | $1.4M |
| Guardian Investment Management | 1.14% | Reduce -0.4% | 12,375 | $1.4M |
| Spire Wealth Management | 0.04% | Add +3.9% | 11,701 | $1.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.05% | Reduce -3.9% | 11,567 | $1.3M |
| United Asset Strategies, Inc. | 0.12% | Reduce -29.6% | 11,518 | $1.3M |
| Highland Capital Management, LLC | 0.08% | Add +2.4% | 11,517 | $1.3M |
| SVB Wealth LLC | 0.05% | Add +1.2% | 11,499 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 11,415 | $1.3M |
| Advisor OS, LLC | 0.15% | Reduce -5.0% | 11,409 | $1.3M |
| Keybank National Association | 0.01% | Add +2.9% | 11,387 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +1.1% | 11,371 | $1.3M |
| AlTi Global, Inc. | 0.03% | Reduce -0.8% | 11,295 | $1.3M |
| Northwest & Ethical Investments L.P. | 0.04% | Add +253.6% | 11,245 | $1.3M |
| CenterBook Partners LP | 0.08% | Add +562.4% | 11,221 | $1.3M |
| Grange Capital, LLC | 1.51% | Add +50.0% | 11,208 | $1.3M |
| Westover Capital Advisors, LLC | 0.29% | No change | 11,130 | $1.3M |
| RFG Advisory, LLC | 0.03% | Reduce -14.4% | 11,109 | $1.3M |
| LYNX Capital Group Ltd. | 0.66% | No change | 11,107 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.19% | Add +98.7% | 11,070 | $1.3M |
| Duncan Williams Asset Management, LLC | 0.46% | Add +6.3% | 11,036 | $1.3M |
| Horizon Investments, LLC | 0.04% | Add +4.4% | 11,050 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.5% | 11,026 | $1.3M |
| Trueblood Wealth Management, LLC | 0.59% | Add +4.4% | 10,954 | $1.3M |
| Element Pointe Advisors, LLC | 0.31% | Reduce -1.7% | 10,928 | $1.3M |
| StoneX Group Inc. | 0.07% | Add +20.8% | 10,839 | $1.3M |
| Northeast Investment Management | 0.06% | Reduce -15.4% | 10,833 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 10,757 | $1.2M |
| Gardner Lewis Asset Management L P | 0.30% | Add +67.4% | 10,655 | $1.2M |
| Silvant Capital Management LLC | 0.06% | No change | 10,531 | $1.2M |
| Florida Trust Wealth Management Co | 0.04% | New | 10,473 | $1.2M |
| Hunting Hill Global Capital, LLC | 1.53% | No change | 10,471 | $1.2M |
| Western Wealth Management, LLC | 0.08% | Add +0.4% | 10,385 | $1.2M |
| Zions Bancorporation, National Association | 0.08% | — | 10,368 | $1.2M |
| Capital Counsel LLC | 0.05% | New | 10,239 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +12.1% | 10,184 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.09% | No change | 10,125 | $1.2M |
| Caption Management, LLC | 0.05% | Reduce -62.5% | 10,125 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +57.1% | 10,089 | $1.2M |
| Capitolis Liquid Global Markets LLC | 0.01% | Reduce -25.8% | 10,060 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Add +5.4% | 10,056 | $1.2M |
| MYDA Advisors LLC | 0.41% | New | 10,000 | $1.2M |
| GAMMA Investing LLC | 0.09% | Reduce -5.6% | 9,997 | $1.2M |
| Segment Wealth Management, LLC | 0.08% | Add +6.7% | 9,975 | $1.2M |
| RW Investment Management LLC | 0.14% | No change | 9,762 | $1.1M |
| BNP Paribas | 0.05% | Add +85.2% | 9,647 | $1.1M |
| Forum Financial Management, LP | 0.02% | Add +11.9% | 9,589 | $1.1M |
| GM Advisory Group, LLC | 0.06% | No change | 9,561 | $1.1M |
| Cove Private Wealth, LLC | 0.59% | New | 9,561 | $1.1M |
| Snowden Capital Advisors LLC | 0.04% | Add +4.8% | 9,525 | $1.1M |
| Nvwm, LLC | 0.29% | Reduce -0.3% | 9,494 | $1.1M |
| Darwin Wealth Management, LLC | 0.37% | No change | 7,383 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.0% | 9,421 | $1.1M |
| Profund Advisors LLC | 0.05% | Reduce -4.9% | 9,405 | $1.1M |
| Aries Wealth Management | 0.30% | No change | 9,404 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -11.6% | 9,402 | $1.1M |
| Abn Amro Investment Solutions | 0.02% | Add +10.3% | 9,379 | $1.1M |
| Summit Trail Advisors, LLC | 0.04% | Add +58.9% | 9,328 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.08% | Add +0.7% | 9,314 | $1.1M |
| Two Sigma Securities, LLC | 0.16% | New | 9,277 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +2.8% | 9,362 | $1.1M |
| Meeder Advisory Services, Inc. | 0.06% | Add +12.3% | 9,137 | $1.1M |
| Wolverine Trading, LLC | 0.03% | New | 9,180 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Reduce -6.0% | 9,095 | $1.1M |
| Avior Wealth Management, LLC | 0.04% | Add +11.8% | 9,073 | $1.0M |
| Vinva Investment Management Ltd | 0.04% | Add +19.9% | 9,070 | $1.0M |
| Cwm, LLC | 0.00% | Add +4.6% | 8,987 | $1.0M |
| Gilbert & Cook, Inc. | 0.15% | Reduce -7.5% | 8,953 | $1.0M |
| Kraematon Investment Advisors, Inc. | 1.05% | Reduce -0.8% | 8,889 | $1.0M |
| Glenmede Trust Co. NA | 0.01% | Reduce -57.6% | 8,864 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +6.3% | 8,858 | $1.0M |
| E&G Advisors, LLC | 0.28% | Reduce -2.3% | 8,700 | $1.0M |
| Fiduciary Group, LLC | 0.10% | No change | 8,700 | $1.0M |
| Caprock Group, LLC | 0.03% | Add +13.5% | 8,583 | $992K |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -23.4% | 8,571 | $991K |
| Smith Shellnut Wilson LLC | 0.45% | Reduce -0.4% | 8,543 | $988K |
| James J. Burns & Company, LLC | 0.18% | Add +1.4% | 8,527 | $986K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -0.1% | 8,406 | $972K |
| Compound Planning, Inc. | 0.04% | Add +66.8% | 8,393 | $970K |
| Canandaigua National Bank & Trust Co. | 0.10% | Add +13.2% | 8,359 | $966K |
| Uniting Wealth Partners, LLC | 0.48% | New | 8,300 | $960K |
| MJP Associates Inc. | 0.17% | Reduce -7.5% | 8,159 | $943K |
| Central Pacific Bank - Trust Division | 0.13% | Reduce -58.2% | 8,040 | $930K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -10.1% | 8,025 | $928K |
| Sage Rhino Capital LLC | 0.21% | Add +0.6% | 8,018 | $927K |
| Signaturefd, LLC | 0.02% | Reduce -4.6% | 7,920 | $916K |
| HighPoint Advisor Group LLC | 0.05% | Add +9.7% | 7,970 | $911K |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +4.5% | 7,877 | $911K |
| Hudson Value Partners, LLC | 0.34% | New | 7,835 | $906K |
| Corsair Capital Management, L.P. | 0.23% | No change | 7,832 | $905K |
| Trust Asset Management LLC | 0.07% | Add +0.6% | 7,763 | $897K |
| Private Advisory Group LLC | 0.10% | Reduce -18.4% | 7,733 | $894K |
| Pursue Wealth Partners LLC | 0.54% | New | 7,721 | $893K |
| Gridiron Partners, LLC | 0.57% | Reduce -10.5% | 7,716 | $892K |
| Global Wealth Management Investment Advisory, Inc. | 0.18% | Add +13.7% | 7,621 | $881K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +2.2% | 7,609 | $880K |
| Nalls Sherbakoff Group, LLC | 0.71% | — | 7,591 | $878K |
| Sompo Asset Management Co., Ltd. | 0.16% | Add +9.1% | 7,520 | $869K |
| Legacy Wealth Management, LLC / MS | 0.28% | Add +48.2% | 7,482 | $865K |
| Linscomb Wealth, Inc. | 0.04% | Add +6.2% | 7,433 | $859K |
| FJ Capital Management LLC | 0.09% | New | 7,424 | $858K |
| First Bank & Trust | 0.17% | Add +1.3% | 7,422 | $858K |
| Triumph Capital Management | 0.28% | Add +104.7% | 7,370 | $852K |
| Moors & Cabot, Inc. | 0.04% | Reduce -4.4% | 7,354 | $850K |
| Kesler, Norman & Wride, LLC | 0.16% | Add +198.5% | 7,322 | $847K |
| Guidance Capital, Inc. | 0.26% | Add +31.1% | 7,175 | $839K |
| Mgo One Seven LLC | 0.03% | Add +91.4% | 7,251 | $838K |
| Yorktown Management & Research Co Inc | 0.90% | No change | 7,200 | $832K |
| Atom Investors LP | 0.10% | New | 7,126 | $824K |
| Valeo Financial Advisors, LLC | 0.02% | Add +39.6% | 7,076 | $818K |
| Greenleaf Trust | 0.01% | Add +14.0% | 6,998 | $809K |
| Mosaic Financial Group, LLC | 0.66% | Reduce -50.0% | 7,000 | $809K |
| Douglas Lane & Associates, LLC | 0.01% | Reduce -2.1% | 6,971 | $806K |
| Strategy Asset Managers LLC | 0.17% | Reduce -0.6% | 6,925 | $801K |
| Visionary Wealth Advisors | 0.05% | Add +6.2% | 6,869 | $794K |
| Sawgrass Asset Management LLC | 0.10% | Reduce -12.4% | 6,863 | $793K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -24.0% | 6,856 | $793K |
| Benjamin Edwards Inc. | 0.01% | Add +25.2% | 6,814 | $788K |
| Old Well Partners, LLC | 17.12% | Reduce -82.9% | 6,741 | $779K |
| Moloney Securities Asset Management, LLC | 0.11% | Add +0.4% | 6,725 | $778K |
| Firethorn Wealth Partners, LLC | 0.37% | Reduce -2.1% | 6,725 | $777K |
| Cigna Investments Inc. | 0.15% | Reduce -2.3% | 6,718 | $776K |
| Islay Capital Management, LLC | 0.51% | Add +22.2% | 6,518 | $754K |
| Glenview Trust Co | 0.01% | Add +13.5% | 6,469 | $748K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.3% | 6,434 | $744K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -2.2% | 6,431 | $743K |
| Western Financial Corp | 0.43% | New | 6,395 | $739K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 6,393 | $739K |
| TFB Advisors LLC | 0.21% | Add +5.0% | 6,381 | $738K |
| One Capital Management, LLC | 0.02% | Add +8.9% | 6,343 | $733K |
| Old National Bancorp | 0.02% | Reduce -7.2% | 6,326 | $731K |
| Insigneo Advisory Services, LLC | 0.08% | Reduce -16.0% | 6,318 | $730K |
| Ethic Inc. | 0.01% | Add +49.7% | 6,190 | $729K |
| Simon Quick Advisors, LLC | 0.04% | Add +123.6% | 6,299 | $728K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.17% | No change | 6,273 | $725K |
| V-Square Quantitative Management LLC | 0.11% | Reduce -0.3% | 6,239 | $721K |
| Diligent Investors, LLC | 0.18% | No change | 6,229 | $720K |
| WESPAC Advisors SoCal, LLC | 0.19% | New | 6,166 | $713K |
| Coldstream Capital Management Inc. | 0.02% | Add +45.4% | 6,120 | $708K |
| Ballentine Partners, LLC | 0.01% | Add +6.3% | 6,083 | $703K |
| Scotia Capital Inc. | 0.00% | Reduce -57.2% | 6,023 | $696K |
| Spirepoint Private Client, LLC | 0.09% | No change | 6,010 | $695K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -31.9% | 5,928 | $685K |
| FWG Holdings, LLC | 0.34% | Add +20.2% | 5,982 | $684K |
| Money Concepts Capital Corp. | 0.05% | Add +6.8% | 5,869 | $679K |
| Welch & Forbes LLC | 0.01% | Reduce -7.1% | 5,842 | $675K |
| MGB Wealth Management, LLC | 0.24% | Add +1.8% | 5,812 | $672K |
| Fidelis Capital Partners, LLC | 0.07% | Reduce -20.6% | 5,897 | $670K |
| Integrated Investment Consultants, LLC | 0.13% | Add +0.8% | 5,779 | $668K |
| Ascentis Independent Advisors | 0.13% | Add +8.2% | 5,770 | $667K |
| Evelyn Partners Investment Management LLP | 0.02% | No change | 5,755 | $665K |
| SMART Wealth LLC | 0.24% | Add +53.2% | 5,748 | $665K |
| Good Life Advisors, LLC | 0.05% | Add +0.1% | 5,737 | $663K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -1.1% | 5,733 | $663K |
| Interval Partners, LP | 0.02% | New | 5,693 | $658K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +0.9% | 5,671 | $656K |
| Keel Point, LLC | 0.05% | Add +3.2% | 5,655 | $654K |
| Raiffeisen Bank International AG | 0.01% | No change | 5,673 | $652K |
| RiverFront Investment Group, LLC | 0.01% | New | 5,618 | $649K |
| Baker Tilly Wealth Management, LLC | 0.25% | Reduce -5.2% | 5,582 | $645K |
| Qtron Investments LLC | 0.10% | Reduce -24.0% | 5,503 | $636K |
| Penobscot Investment Management Company, Inc. | 0.06% | New | 5,500 | $636K |
| Banque Cantonale Vaudoise | 0.03% | — | 5,441 | $629K |
| Calydon Capital | 0.12% | Add +0.4% | 5,416 | $626K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 5,358 | $619K |
| Concentric Capital Strategies, LP | 0.06% | Reduce -67.1% | 5,327 | $616K |
| Guinness Asset Management LTD | 0.01% | Reduce -9.1% | 5,260 | $608K |
| Paradigm Asset Management Co. LLC | 0.16% | No change | 5,204 | $602K |
| Diversified Trust Co. | 0.01% | Reduce -3.3% | 5,177 | $599K |
| Allstate Corp. | 0.02% | Reduce -71.5% | 5,170 | $598K |
| Red Door Wealth Management, LLC | 0.09% | Reduce -2.3% | 5,122 | $592K |
| Fusion Capital, LLC | 0.22% | Add +7.9% | 5,102 | $590K |
| PGGM Investments | 0.01% | No change | 5,097 | $589K |
| ProVise Management Group, LLC | 0.05% | Reduce -5.0% | 5,089 | $588K |
| Premier Path Wealth Partners, LLC | 0.09% | Add +16.8% | 5,073 | $586K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -1.4% | 5,048 | $584K |
| Quadrant Capital Group LLC | 0.02% | Add +238.9% | 5,047 | $583K |
| Allworth Financial LP | 0.00% | Add +4.0% | 5,143 | $582K |
| Principle Wealth Partners LLC | 0.04% | No change | 5,020 | $580K |
| Sowell Financial Services LLC | 0.03% | New | 5,019 | $580K |
| Total Clarity Wealth Management, Inc. | 0.19% | No change | 3,910 | $578K |
| Carolinas Wealth Consulting LLC | 0.12% | Add +0.4% | 4,991 | $577K |
| Samalin Investment Counsel, LLC | 0.23% | Add +22.4% | 4,932 | $570K |
| Huntington National Bank | 0.01% | Reduce -5.4% | 4,927 | $570K |
| GTS Securities LLC | 0.02% | Reduce -0.8% | 4,909 | $568K |
| KCM Investment Advisors LLC | 0.02% | Reduce -9.3% | 4,900 | $566K |
| Meiji Yasuda Life Insurance Co | 0.01% | Reduce -3.0% | 4,891 | $565K |
| XML Financial, LLC | 0.05% | Add +20.9% | 4,846 | $560K |
| Edgemoor Investment Advisors, Inc. | 0.05% | Reduce -1.1% | 4,840 | $560K |
| Empirical Asset Management, LLC | 0.19% | Reduce -70.6% | 4,840 | $559K |
| Eschler Asset Management LLP | 1.38% | No change | 4,815 | $559K |
| Wedmont Private Capital | 0.03% | Add +26.5% | 5,465 | $554K |
| Roof Eidam Maycock Peralta, LLC | 0.15% | Add +93.4% | 4,776 | $552K |
| CW Advisors, LLC | 0.01% | Add +92.4% | 4,687 | $548K |
| Ameritas Advisory Services, LLC | 0.02% | Add +7.1% | 4,349 | $547K |
| VestGen Investment Management | 0.41% | Reduce -11.3% | 4,726 | $546K |
| Marks Group Wealth Management, Inc | 0.05% | Reduce -7.4% | 4,702 | $544K |
| Aft, Forsyth & Sober, LLC | 0.19% | No change | 4,700 | $543K |
| Duncker Streett & Co. Inc. | 0.11% | Reduce -2.1% | 4,700 | $543K |
| Brighton Jones LLC | 0.02% | Add +0.8% | 4,699 | $543K |
| Emprise Bank | 0.29% | No change | 4,681 | $541K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.03% | No change | 4,673 | $540K |
| Clearwater Capital Advisors, LLC | 0.05% | Add +36.6% | 4,637 | $536K |
| Callan Family Office, LLC | 0.04% | Add +131.9% | 4,631 | $535K |
| Manchester Capital Management LLC | 0.07% | Add +2.3% | 4,626 | $535K |
| Independent Financial Group, LLC | 0.02% | Reduce -77.7% | 4,626 | $535K |
| 10Elms LLP | 0.63% | No change | 4,594 | $531K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.5% | 4,593 | $531K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 4,544 | $525K |
| Family Manage LLC | 0.09% | No change | 4,538 | $525K |
| iA Global Asset Management Inc. | 0.01% | No change | 4,530 | $524K |
| Alpha Cubed Investments, LLC | 0.02% | New | 4,530 | $524K |
| Obsidian Cio, LLC | 0.08% | Add +5.3% | 4,513 | $522K |
| Schneider Downs Wealth Management Advisors, LP | 0.09% | No change | 4,500 | $520K |
| FIL Ltd | 0.00% | Reduce -87.0% | 4,484 | $518K |
| Bridgewater Associates | 0.00% | Reduce -35.9% | 4,454 | $515K |
| Consilium Wealth Advisory, LLC | 0.26% | New | 4,446 | $514K |
| Sigma Planning Corp | 0.02% | Reduce -32.7% | 4,440 | $513K |
| Hilltop Holdings Inc. | 0.03% | Reduce -8.2% | 4,423 | $511K |
| Inceptionr LLC | 0.15% | New | 4,402 | $509K |
| Ritholtz Wealth Management | 0.02% | Add +53.0% | 4,402 | $509K |
| Fjell Capital, LLC | 0.51% | Add +12.8% | 4,313 | $499K |
| Bridgewater Advisors Inc. | 0.04% | New | 4,345 | $497K |
| Obermeyer Wealth Partners | 0.03% | Reduce -28.7% | 4,249 | $491K |
| Kovack Advisors, Inc. | 0.05% | Add +2.7% | 4,246 | $491K |
| Stratos Investment Management, LLC | 0.03% | Reduce -7.9% | 4,244 | $491K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -86.5% | 4,187 | $484K |
| Watershed Private Wealth LLC | 0.19% | No change | 4,179 | $483K |
| RDA Financial Network | 0.14% | Reduce -0.1% | 4,166 | $482K |
| S-Bank Fund Management Ltd | 0.09% | — | 4,151 | $480K |
| Meridian Wealth Management, LLC | 0.02% | Add +7.5% | 4,149 | $480K |
| Genesis Private Wealth, LLC | 0.25% | Add +10.0% | 4,128 | $477K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -2.3% | 4,103 | $474K |
| one8zero8, LLC | 0.11% | Reduce -7.2% | 4,100 | $474K |
| Westpac Banking Corp. | 0.03% | Reduce -9.7% | 4,088 | $473K |
| Prospera Financial Services Inc | 0.01% | Reduce -15.0% | 4,076 | $471K |
| First Horizon Advisors, Inc. | 0.01% | Add +94.2% | 4,060 | $469K |
| Fort Sheridan Advisors LLC | 0.07% | No change | 4,028 | $466K |
| Mount Lucas Management LP | 0.22% | Add +3.2% | 4,023 | $465K |
| Kavar Capital Partners Group, LLC | 0.08% | No change | 4,022 | $465K |
| Golden State Wealth Management, LLC | 0.07% | Reduce -0.2% | 4,008 | $463K |
| Ground Swell Capital, LLC | 1.09% | New | 4,001 | $463K |
| Wealth Preservation Advisors, LLC | 0.33% | — | 4,000 | $462K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +117.0% | 3,998 | $462K |
| Virtue Capital Management, LLC | 0.05% | Reduce -67.7% | 3,977 | $459K |
| Aaron Wealth Advisors LLC | 0.05% | Add +5.1% | 3,943 | $456K |
| Garda Capital Partners LP | 0.25% | New | 3,927 | $454K |
| First City Capital Management, Inc. | 0.27% | Reduce -12.7% | 3,926 | $454K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -35.6% | 3,917 | $453K |
| Legacy Advisors, LLC | 0.05% | Reduce -36.4% | 3,914 | $452K |
| Parcion Private Wealth LLC | 0.04% | No change | 3,912 | $452K |
| Berkshire Asset Management LLC | 0.02% | New | 3,800 | $451K |
| Tradition Wealth Management, LLC | 0.04% | Add +1.7% | 3,882 | $449K |
| Clarius Group, LLC | 0.03% | New | 3,872 | $448K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.0% | 3,850 | $445K |
| GLOBALT Investments LLC / GA | 0.02% | New | 3,819 | $442K |
| Hardin Capital Partners, LLC | 0.27% | No change | 3,813 | $441K |
| Shelton Capital Management | 0.01% | No change | 3,810 | $440K |
| Ade, LLC | 0.25% | No change | 3,805 | $440K |
| TAGStone Capital, Inc. | 0.21% | Add +0.1% | 3,781 | $437K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -7.6% | 3,771 | $436K |
| Perennial Investment Advisors, LLC | 0.05% | New | 3,765 | $435K |
| L.M. Kohn & Company | 0.11% | Add +0.8% | 3,763 | $435K |
| Bridgefront Capital, LLC | 0.13% | Reduce -0.9% | 3,745 | $433K |
| Resurgent Financial Advisors LLC | 0.26% | Reduce -1.3% | 3,725 | $431K |
| Ssi Investment Management LLC | 0.17% | Reduce -0.1% | 3,695 | $427K |
| Argent Trust Co | 0.02% | Add +5.3% | 3,674 | $425K |
| Cookson Peirce & Co. Inc. | 0.02% | Reduce -96.9% | 3,657 | $423K |
| Prosperity Consulting Group, LLC | 0.03% | Add +89.1% | 3,640 | $421K |
| Register Financial Advisors LLC | 0.22% | Reduce -7.7% | 3,599 | $416K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 3,598 | $416K |
| Bingham Private Wealth, LLC | 0.43% | Reduce -2.2% | 3,573 | $413K |
| HHM Wealth Advisors, LLC | 0.06% | Reduce -1.3% | 3,565 | $412K |
| Cercano Management LLC | 0.01% | No change | 3,560 | $412K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,560 | $412K |
| Citizens National Bank Trust Department | 0.09% | No change | 3,555 | $411K |
| Howard Capital Management, LLC | 0.01% | Reduce -12.8% | 3,554 | $411K |
| Gitterman Wealth Management, LLC | 0.11% | No change | 3,551 | $411K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.1% | 3,535 | $409K |
| RFG - Bristol Wealth Advisors, LLC | 0.14% | New | 3,494 | $404K |
| Cypress Wealth Services, LLC | 0.08% | Add +2.8% | 3,480 | $402K |
| Evergreen Capital Management LLC | 0.01% | Reduce -3.2% | 3,462 | $400K |
| Hamilton Capital Partners Inc. | 0.03% | Reduce -88.0% | 3,450 | $399K |
| Knightsbridge Asset Management, LLC | 0.10% | Reduce -6.8% | 3,421 | $395K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 3,420 | $395K |
| Stamos Capital Partners, L.P. | 0.10% | New | 3,403 | $393K |
| Dudley Capital Management, LLC | 0.21% | Add +9.8% | 3,400 | $393K |
| Cadent Capital Advisors, LLC | 0.15% | Add +13.3% | 3,400 | $393K |
| Pines Wealth Management, LLC | 0.18% | Add +3.0% | 4,115 | $389K |
| FreeGulliver LLC | 0.20% | Reduce -20.4% | 3,363 | $389K |
| Alta Advisers Ltd | 0.17% | Add +48.6% | 3,363 | $389K |
| Conning Inc. | 0.01% | Add +40.8% | 3,361 | $389K |
| Wealthspire Advisors, LLC | 0.00% | Add +12.2% | 3,257 | $377K |
| Concord Wealth Partners | 0.06% | Reduce -3.8% | 3,237 | $374K |
| Diversify Advisory Services, LLC | 0.02% | Add +5.1% | 3,257 | $372K |
| Weiss Asset Management LP | 0.01% | Reduce -54.1% | 3,205 | $371K |
| Hodges Capital Management Inc. | 0.04% | Add +0.1% | 3,203 | $370K |
| Apella Capital, LLC | 0.01% | Add +0.7% | 3,328 | $368K |
| Sovereign Financial Group, Inc. | 0.08% | Add +0.3% | 3,180 | $368K |
| VestGen Advisors, LLC | 0.02% | — | 3,178 | $367K |
| Masso Torrence Wealth Management Inc. | 0.20% | Add +0.2% | 3,172 | $367K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -6.0% | 3,167 | $366K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.03% | Reduce -50.4% | 3,163 | $366K |
| Mainstay Capital Management LLC | 0.05% | Add +2.8% | 3,148 | $364K |
| Optimize Financial Inc. | 0.14% | Add +13.7% | 3,139 | $363K |
| Smartleaf Asset Management LLC | 0.03% | Add +52.1% | 3,151 | $362K |
| BlueStem Wealth Partners, LLC | 0.05% | Add +5.1% | 3,102 | $359K |
| Fiduciary Family Office, LLC | 0.12% | New | 3,101 | $359K |
| Great Lakes Advisors, LLC | 0.00% | Add +66.0% | 3,094 | $358K |
| Frank, Rimerman Advisors LLC | 0.03% | Reduce -37.1% | 3,064 | $354K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -81.5% | 3,044 | $352K |
| Davis R M Inc. | 0.01% | No change | 3,035 | $351K |
| Montag A & Associates Inc. | 0.02% | Add +1.6% | 3,019 | $349K |
| Essex Bank | 0.09% | Add +8.0% | 3,017 | $349K |
| Rochester Wealth Strategies, LLC | 0.28% | — | 3,010 | $348K |
| Leo Wealth, LLC | 0.05% | Reduce -15.5% | 3,003 | $347K |
| Wellington Shields & Co., LLC | 0.11% | No change | 3,000 | $347K |
| Wexford Capital LP | 0.09% | New | 3,000 | $347K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -14.3% | 3,000 | $347K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +1.0% | 2,986 | $345K |
| Aspen Grove Capital, LLC | 0.07% | Add +0.0% | 2,978 | $344K |
| First Commonwealth Financial Corp | 0.08% | New | 2,969 | $343K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.3% | 2,959 | $342K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -4.5% | 3,008 | $342K |
| Man Group plc | 0.00% | Reduce -88.3% | 2,945 | $340K |
| ICONIQ Capital, LLC | 0.01% | Add +2.2% | 2,937 | $340K |
| International Assets Investment Management, LLC | 0.03% | Add +20.9% | 2,927 | $338K |
| Ballast, Inc. | 0.10% | Add +16.2% | 2,905 | $336K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +1.6% | 2,893 | $334K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -0.9% | 2,878 | $333K |
| Peak Planning Group, LLC | 0.14% | Add +23.8% | 2,878 | $333K |
| Cumberland Partners Ltd | 0.03% | New | 2,875 | $332K |
| Haverford Trust Co | 0.00% | No change | 2,874 | $332K |
| Catalyst Private Wealth, LLC | 0.16% | Add +0.1% | 2,873 | $332K |
| Certuity, LLC | 0.03% | Add +1.2% | 2,863 | $331K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 2,860 | $331K |
| Sweeney & Michel, LLC | 0.14% | — | 3,493 | $330K |
| Ostrum Asset Management | 0.02% | Reduce -2.6% | 2,853 | $330K |
| LFA - Lugano Financial Advisors SA | 0.22% | No change | 2,850 | $329K |
| SageView Advisory Group, LLC | 0.01% | Reduce -57.6% | 2,813 | $325K |
| Forefront Wealth Partners, LLC | 0.22% | New | 2,812 | $325K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -13.0% | 2,800 | $324K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 2,797 | $323K |
| Advisors Capital Management, LLC | 0.01% | Add +16.4% | 2,796 | $323K |
| Naviter Wealth, LLC | 0.04% | Add +10.4% | 2,808 | $323K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +5.6% | 2,769 | $320K |
| North Capital, Inc. | 0.30% | — | 2,750 | $318K |
| Blue Trust, Inc. | 0.00% | Add +17.5% | 2,715 | $314K |
| Syon Capital LLC | 0.03% | New | 2,709 | $313K |
| MBB Public Markets I LLC | 0.04% | New | 2,705 | $313K |
| Childress Capital Advisors, LLC | 0.09% | Reduce -7.9% | 2,701 | $312K |
| AA Financial Advisors, LLC | 0.08% | Add +8.1% | 2,685 | $310K |
| Brookwood Investment Group LLC | 0.05% | — | 2,685 | $310K |
| Washington Trust Bank | 0.03% | Reduce -0.0% | 2,644 | $306K |
| Compagnie Lombard Odier SCmA | 0.00% | Add +245.2% | 2,641 | $305K |
| NFSG Corp | 0.07% | Reduce -3.6% | 2,635 | $305K |
| Banco Santander, S.A. | 0.00% | Add +17.6% | 2,633 | $304K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.05% | No change | 2,630 | $304K |
| Middleton & Co. Inc. | 0.04% | No change | 2,622 | $303K |
| CreativeOne Wealth, LLC | 0.01% | Add +35.9% | 2,615 | $302K |
| Brookstone Capital Management | 0.00% | Add +15.3% | 2,615 | $302K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -0.6% | 2,602 | $301K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -10.1% | 2,595 | $300K |
| AdvisorNet Financial, Inc | 0.02% | Add +19.0% | 2,594 | $300K |
| Ascentis Wealth Management, LLC | 0.10% | New | 2,523 | $297K |
| CNB Bank | 0.15% | New | 2,555 | $295K |
| Spirit of America Management Corp. | 0.06% | Add +183.3% | 2,550 | $295K |
| Arax Advisory Partners | 0.02% | Reduce -3.4% | 2,537 | $293K |
| Partners Capital Investment Group, LLP | 0.00% | New | 2,529 | $292K |
| Meadow Creek Wealth Advisors LLC | 0.22% | Reduce -15.3% | 2,507 | $290K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.08% | New | 2,503 | $289K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -69.7% | 2,502 | $289K |
| Trustmark Bank Trust Department | 0.02% | No change | 2,500 | $289K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 2,500 | $289K |
| Point72 (DIFC) Ltd | 0.03% | Reduce -97.9% | 2,490 | $288K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -3.6% | 2,489 | $288K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 2,467 | $285K |
| Banque de Luxembourg S.A. | 0.16% | Add +26.2% | 2,444 | $283K |
| Ascent Group, LLC | 0.01% | New | 2,439 | $282K |
| NorthRock Partners, LLC | 0.01% | Reduce -15.7% | 2,435 | $282K |
| Freestone Capital Holdings, LLC | 0.01% | Add +1.3% | 2,434 | $281K |
| Northwest Bancshares, Inc. | 0.05% | No change | 2,425 | $280K |
| Groupama Asset Managment | 0.01% | New | 2,430 | $279K |
| D'Orazio & Associates, Inc. | 0.04% | Reduce -0.7% | 2,414 | $279K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -17.9% | 2,411 | $279K |
| Banque Pictet & Cie SA | 0.00% | No change | 2,400 | $277K |
| TFC Financial Management, Inc. | 0.04% | Reduce -6.4% | 2,389 | $276K |
| Northside Capital Management, LLC | 0.04% | No change | 2,388 | $276K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 2,381 | $275K |
| West Wealth Group, LLC | 0.08% | Add +1.3% | 2,328 | $274K |
| Objective Capital Management, LLC | 0.35% | No change | 2,353 | $272K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -0.8% | 2,350 | $272K |
| Drive Wealth Management, LLC | 0.06% | Reduce -1.1% | 2,350 | $272K |
| Roundview Capital LLC | 0.02% | Reduce -2.5% | 2,342 | $271K |
| Cypress Point Wealth Management, LLC | 0.09% | No change | 2,325 | $269K |
| Pring Turner Capital Group Inc. | 0.17% | Add +1.5% | 2,315 | $268K |
| Norden Group LLC | 0.03% | Add +10.6% | 2,311 | $267K |
| Caas Capital Management LP | 0.13% | Add +331.0% | 2,310 | $267K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -2.0% | 2,301 | $266K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -0.6% | 2,297 | $266K |
| Foundations Investment Advisors, LLC | 0.00% | Add +6.6% | 2,296 | $265K |
| Dark Forest Capital Management LP | 0.01% | New | 2,294 | $265K |
| Congress Park Capital LLC | 0.10% | New | 2,250 | $260K |
| Vicus Capital | 0.02% | Add +23.7% | 2,249 | $260K |
| JSF Financial, LLC | 0.07% | New | 2,232 | $258K |
| Shepherd Financial Partners LLC | 0.03% | Add +0.4% | 2,229 | $258K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -1.6% | 2,199 | $254K |
| Founders Financial Alliance, LLC | 0.06% | New | 2,185 | $253K |
| Keystone Financial Group | 0.03% | Add +0.1% | 2,165 | $250K |
| 44 Wealth Management LLC | 0.09% | Add +1.8% | 2,159 | $250K |
| FORA Capital, LLC | 0.03% | New | 2,148 | $248K |
| Aviance Capital Partners, LLC | 0.03% | No change | 2,137 | $247K |
| Teza Capital Management LLC | 0.11% | Reduce -47.8% | 2,126 | $246K |
| Berbice Capital Management LLC | 0.21% | Add +25.0% | 2,125 | $246K |
| First National Trust Co | 0.01% | Reduce -9.2% | 2,123 | $245K |
| Aljian Capital Management, LLC | 0.06% | Add +0.1% | 2,104 | $243K |
| Beaton Management Co. Inc. | 0.13% | No change | 2,100 | $243K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -5.4% | 2,101 | $243K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -14.8% | 2,082 | $241K |
| Avantax Planning Partners, Inc. | 0.01% | Add +2.7% | 2,079 | $240K |
| PFG Advisors | 0.01% | Add +4.5% | 2,071 | $239K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 2,063 | $238K |
| Florida Financial Advisors, LLC | 0.09% | New | 2,053 | $237K |
| HUB Investment Partners, LLC | 0.01% | New | 2,035 | $235K |
| Virtus Family Office LLC | 0.30% | Reduce -2.0% | 2,032 | $235K |
| SCS Capital Management LLC | 0.00% | New | 2,025 | $234K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Reduce -99.7% | 2,011 | $232K |
| VELA Investment Management, LLC | 0.08% | No change | 2,009 | $232K |
| Montecito Bank & Trust | 0.04% | Add +3.2% | 2,008 | $232K |
| Pitcairn Co. | 0.01% | Add +1.6% | 2,007 | $232K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -1.2% | 2,001 | $231K |
| Wealth Management Associates, Inc. | 0.10% | Add +7.4% | 2,001 | $231K |
| Fortis Advisors, LLC | 0.15% | No change | 2,000 | $231K |
| Granite FO LLC | 0.13% | No change | 2,000 | $231K |
| Benin Management CORP | 0.07% | No change | 2,000 | $231K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 2,000 | $231K |
| Harbor Advisors LLC | 0.04% | No change | 2,000 | $231K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,000 | $231K |
| Douglass Winthrop Advisors, LLC | 0.00% | No change | 2,000 | $231K |
| Lindbrook Capital, LLC | 0.02% | Reduce -37.2% | 1,996 | $231K |
| Wealth Alliance, LLC | 0.03% | Reduce -5.6% | 1,994 | $231K |
| FourThought Financial Partners, LLC | 0.02% | Add +18.3% | 1,983 | $229K |
| Integris Wealth Management, LLC | 0.07% | Reduce -6.9% | 1,983 | $229K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -46.4% | 1,975 | $228K |
| Avestar Capital, LLC | 0.02% | Reduce -20.2% | 1,974 | $228K |
| Pension & Wealth Management Advisors, Inc. | 0.08% | New | 1,959 | $226K |
| Mullaney, Keating & Wright, Inc. | 0.15% | Add +0.2% | 1,946 | $225K |
| Brooklyn Investment Group | 0.05% | Add +46.7% | 1,945 | $225K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -13.8% | 1,942 | $224K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.1% | 1,941 | $224K |
| Lantz Financial LLC | 0.06% | Reduce -0.1% | 1,934 | $224K |
| Navis Wealth Advisors, LLC | 0.22% | Reduce -0.3% | 1,924 | $222K |
| St Germain D J Co. Inc. | 0.01% | Reduce -0.5% | 1,920 | $222K |
| Concorde Asset Management, LLC | 0.12% | Add +0.1% | 2,003 | $221K |
| Sandy Cove Advisors, LLC | 0.09% | Add +4.7% | 1,899 | $220K |
| MidAtlantic Capital Management, Inc. | 0.17% | No change | 1,897 | $219K |
| Fisher Asset Management | 0.00% | Add +14.4% | 1,892 | $219K |
| Conservest Capital Advisors, Inc. | 0.02% | Add +0.1% | 1,892 | $219K |
| Lynx Investment Advisory | 0.15% | No change | 1,885 | $218K |
| Nicolet Advisory Services, LLC | 0.02% | Add +24.0% | 2,139 | $218K |
| Better Money Decisions, LLC | 0.14% | No change | 1,872 | $216K |
| E Fund Management Co., Ltd. | 0.01% | Add +12.0% | 1,871 | $216K |
| William Blair Investment Management, LLC | 0.00% | Add +22.8% | 1,861 | $215K |
| Garden State Investment Advisory Services LLC | 0.07% | No change | 1,860 | $215K |
| AMG National Trust Bank | 0.01% | Reduce -14.9% | 1,860 | $215K |
| Tocqueville Asset Management L.P. | 0.00% | Reduce -18.9% | 1,860 | $215K |
| Soltis Investment Advisors LLC | 0.02% | Add +4.2% | 1,853 | $214K |
| Calamos Wealth Management LLC | 0.01% | Reduce -52.9% | 1,846 | $213K |
| Pettinga Financial Advisors LLC | 0.05% | No change | 1,821 | $211K |
| Savant Capital, LLC | 0.00% | Reduce -9.2% | 1,817 | $210K |
| Csenge Advisory Group | 0.01% | Add +7.5% | 2,029 | $210K |
| Sivia Capital Partners, LLC | 0.10% | Add +8.1% | 1,813 | $210K |
| Serenus Wealth Advisors, LLC | 0.03% | No change | 1,806 | $209K |
| Moran Wealth Management, LLC | 0.01% | Add +28.0% | 1,803 | $208K |
| Knollwood Investment Advisory, LLC | 0.02% | No change | 1,800 | $208K |
| Bogart Wealth, LLC | 0.01% | Reduce -2.8% | 1,799 | $208K |
| M.E. Allison & Co., Inc. | 0.20% | No change | 1,790 | $207K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +0.1% | 1,788 | $207K |
| GeoWealth Management, LLC | 0.01% | Reduce -15.3% | 1,780 | $206K |
| Platform Technology Partners | 0.06% | No change | 1,778 | $206K |
| Private Trust Co. NA | 0.02% | Add +31.4% | 1,774 | $205K |
| Sentry Investment Management LLC | 0.14% | Add +4.1% | 2,100 | $205K |
| Carmel Capital Partners, LLC | 0.08% | No change | 1,767 | $204K |
| CYBER HORNET ETFs LLC | 0.20% | Reduce -1.1% | 1,733 | $200K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +51.9% | 1,686 | $195K |
| Garrison Bradford & Associates Inc. | 0.21% | No change | 1,661 | $192K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +0.1% | 1,643 | $190K |
| Tower View Wealth Management LLC | 0.11% | Add +0.1% | 1,638 | $189K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -11.9% | 1,635 | $189K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -89.2% | 1,596 | $185K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.6% | 1,591 | $184K |
| Nemes Rush Group LLC | 0.02% | Reduce -9.6% | 1,548 | $179K |
| Webster Bank, N. A. | 0.02% | No change | 1,448 | $167K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +532.9% | 1,443 | $167K |
| Hoey Investments, Inc. | 0.03% | No change | 1,413 | $163K |
| CX Institutional | 0.01% | New | 1,372 | $159K |
| Parkside Financial Bank & Trust | 0.02% | Add +4.2% | 1,343 | $155K |
| Headlands Technologies LLC | 0.02% | New | 1,325 | $153K |
| Lanark Financial, Inc. | 0.01% | — | 1,332 | $153K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -52.9% | 1,216 | $141K |
| Covestor Ltd | 0.09% | Reduce -9.7% | 1,193 | $138K |
| CENTRAL TRUST Co | 0.00% | Add +27.8% | 1,178 | $136K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,172 | $135K |
| Financial Perspectives, Inc | 0.04% | No change | 1,120 | $129K |
| Elevation Wealth Partners, LLC | 0.06% | Add +0.1% | 1,119 | $129K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,107 | $128K |
| ORG Partners LLC | 0.03% | Reduce -44.7% | 1,046 | $123K |
| Motco | 0.01% | Add +3.0% | 1,030 | $119K |
| Mather Group, Llc. | 0.00% | Reduce -3.8% | 1,024 | $118K |
| Bayforest Capital Ltd | 0.05% | Reduce -28.3% | 1,004 | $116K |
| Vermillion Wealth Management, Inc. | 0.03% | Reduce -7.6% | 1,002 | $116K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,000 | $116K |
| Trust Co. of Vermont | 0.01% | Reduce -16.7% | 1,000 | $116K |
| Perkins Coie Trust Co | 0.03% | Add +0.6% | 990 | $114K |
| TOWER TRUST & INVESTMENT Co | 0.09% | — | 1,000 | $114K |
| Sound Income Strategies, LLC | 0.01% | Add +0.1% | 988 | $114K |
| Delta Asset Management LLC | 0.01% | Reduce -0.5% | 981 | $113K |
| United Community Bank | 0.04% | Reduce -0.5% | 925 | $107K |
| TCTC Holdings, LLC | 0.00% | Add +98.3% | 916 | $106K |
| Capula Management Ltd | 0.00% | New | 896 | $104K |
| LRI Investments, LLC | 0.01% | Reduce -19.5% | 894 | $103K |
| Cromwell Holdings LLC | 0.07% | Reduce -30.6% | 890 | $103K |
| YANKCOM Partnership | 0.06% | New | 873 | $101K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -91.9% | 744 | $101K |
| NBT Bank, N.A. | 0.01% | No change | 860 | $99K |
| Cornerstone Planning Group LLC | 0.02% | Add +4.3% | 899 | $96K |
| Valley National Advisers Inc. | 0.02% | Add +35.4% | 814 | $94K |
| Canton Hathaway, LLC | 0.02% | No change | 800 | $92K |
| Loomis Sayles & Co. L P | 0.00% | Add +66.6% | 758 | $88K |
| Tsfg, LLC | 0.02% | No change | 726 | $84K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.2% | 724 | $84K |
| Cloud Capital Management, LLC | 0.06% | — | 723 | $83K |
| Gen-Wealth Partners Inc | 0.03% | No change | 710 | $82K |
| Hemington Wealth Management | 0.01% | Add +13.1% | 715 | $82K |
| Opal Wealth Advisors, LLC | 0.03% | New | 709 | $82K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.03% | Add +23.6% | 680 | $79K |
| Asset Planning,Inc | 0.06% | Add +0.1% | 667 | $77K |
| Harbour Investments, Inc. | 0.00% | Reduce -44.3% | 666 | $77K |
| Greykasell Wealth Strategies, Inc. | 0.04% | New | 628 | $73K |
| West Oak Capital, LLC | 0.04% | No change | 625 | $72K |
| Rialto Wealth Management, LLC | 0.02% | No change | 600 | $69K |
| BankPlus Trust Department | 0.02% | Add +35.7% | 597 | $69K |
| American Capital Advisory, LLC | 0.04% | Reduce -5.1% | 593 | $69K |
| Wayfinding Financial, LLC | 0.03% | New | 594 | $68K |
| CVA Family Office, LLC | 0.01% | No change | 575 | $66K |
| Washington Trust Advisors, Inc. | 0.01% | Add +5.0% | 573 | $66K |
| Versant Capital Management, Inc | 0.01% | Add +15.2% | 569 | $66K |
| Arcadia Investment Management Corp. | 0.01% | No change | 568 | $66K |
| Cheviot Value Management, LLC | 0.01% | New | 571 | $66K |
| Kings Path Partners LLC | 0.03% | No change | 556 | $64K |
| Grove Bank & Trust | 0.01% | Add +361.3% | 549 | $63K |
| SJS Investment Consulting Inc. | 0.01% | No change | 520 | $60K |
| J.Safra Asset Management Corp | 0.00% | Add +0.2% | 520 | $60K |
| Bruce G. Allen Investments, LLC | 0.05% | Reduce -0.6% | 517 | $60K |
| First United Bank & Trust | 0.02% | Add +3.4% | 517 | $60K |
| Smallwood Wealth Investment Management, LLC | 0.04% | New | 516 | $60K |
| Silicon Valley Capital Partners | 0.01% | No change | 509 | $58K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 500 | $58K |
| Aventura Private Wealth, LLC | 0.03% | New | 500 | $58K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -16.8% | 491 | $57K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 479 | $55K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.1% | 474 | $55K |
| Hollencrest Capital Management | 0.00% | Reduce -75.1% | 460 | $53K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 450 | $53K |
| Smithfield Trust Co | 0.00% | Reduce -40.5% | 446 | $52K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -10.0% | 450 | $52K |
| Ofi Invest Asset Management | 0.00% | Add +47.9% | 482 | $52K |
| WPG Advisers, LLC | 0.05% | Add +293.8% | 441 | $51K |
| Barnes Dennig Private Wealth Management LLC | 0.08% | — | 436 | $50K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 339 | $50K |
| Global Financial Private Client, LLC | 0.02% | Add +10650.0% | 430 | $50K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 430 | $50K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 427 | $49K |
| Optiver Holding B.V. | 0.00% | Reduce -84.0% | 423 | $49K |
| Meeder Asset Management Inc. | 0.00% | Add +112.9% | 396 | $46K |
| Beacon Capital Management, LLC | 0.01% | Add +17.2% | 382 | $44K |
| SouthState Bank Corp | 0.00% | New | 377 | $44K |
| Riggs Asset Managment Co. Inc. | 0.01% | Reduce -16.6% | 371 | $43K |
| PenderFund Capital Management Ltd. | 0.01% | Reduce -25.4% | 12,920 | $42K |
| GW&K Investment Management, LLC | 0.00% | Add +44.6% | 360 | $42K |
| Private Wealth Asset Management, LLC | 0.01% | — | 360 | $42K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -4.5% | 357 | $41K |
| Parkworth Wealth Management, Inc. | 0.03% | No change | 333 | $39K |
| Western Pacific Wealth Management, LP | 0.03% | No change | 332 | $38K |
| Mountain Hill Investment Partners Corp. | 0.04% | New | 330 | $38K |
| Quent Capital, LLC | 0.00% | Add +26.3% | 327 | $38K |
| CGC Financial Services, LLC | 0.01% | No change | 325 | $38K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 323 | $37K |
| Missouri Trust & Investment Co | 0.01% | Reduce -6.7% | 320 | $37K |
| Ameriflex Group, Inc. | 0.01% | No change | 314 | $36K |
| Truvestments Capital LLC | 0.01% | Reduce -9.9% | 310 | $36K |
| Acadian Asset Management LLC | 0.00% | No change | 280 | $32K |
| Sachetta, LLC | 0.01% | Reduce -51.0% | 274 | $32K |
| Riverview Trust Co | 0.03% | Reduce -4.2% | 273 | $32K |
| Eastern Bank | 0.00% | No change | 263 | $30K |
| Resources Management Corp. /CT/ | 0.00% | No change | 250 | $29K |
| Saudi Central Bank | 0.15% | New | 245 | $28K |
| Compass Wealth Management LLC | 0.01% | No change | 228 | $26K |
| 2UniFi Bank | 0.02% | Add +1400.0% | 180 | $24K |
| MV Capital Management, Inc. | 0.00% | Reduce -8.3% | 209 | $24K |
| Alpine Bank Wealth Management | 0.00% | — | 204 | $24K |
| Crews Bank & Trust | 0.00% | No change | 204 | $24K |
| Arlington Trust Co LLC | 0.00% | Add +525.0% | 200 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -10.4% | 198 | $23K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -15.7% | 183 | $21K |
| Hanson & Doremus Investment Management | 0.00% | No change | 180 | $21K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -72.0% | 166 | $19K |
| Financial Management Professionals, Inc. | 0.00% | Add +104.2% | 147 | $17K |
| Abound Wealth Management | 0.01% | Reduce -10.6% | 143 | $17K |
| NewSquare Capital LLC | 0.00% | Add +261.5% | 141 | $16K |
| Accredited Wealth Management, LLC | 0.01% | New | 140 | $16K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 134 | $15K |
| Atticus Wealth Management, LLC | 0.01% | No change | 133 | $15K |
| MCF Advisors LLC | 0.00% | No change | 131 | $15K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 130 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -15.4% | 132 | $15K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 125 | $14K |
| IFS Advisors, LLC | 0.01% | No change | 119 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.8% | 116 | $13K |
| Creative Financial Designs Inc. | 0.00% | Add +6.4% | 116 | $13K |
| Innovative Advisory Group, LLC | 0.01% | No change | 100 | $12K |
| Highline Wealth Partners LLC | 0.00% | Add +4.2% | 99 | $11K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 93 | $11K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 89 | $10K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -70.8% | 26 | $10K |
| Colonial Trust Co / SC | 0.00% | Reduce -30.5% | 82 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 77 | $9K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -14.9% | 74 | $9K |
| High Note Wealth, LLC | 0.00% | No change | 73 | $8K |
| Penserra Capital Management LLC | 0.00% | Reduce -95.8% | 75 | $8K |
| HM Payson & Co. | 0.00% | Reduce -76.1% | 66 | $8K |
| Park Place Capital Corp | 0.00% | Add +34.0% | 63 | $7K |
| Sittner & Nelson, LLC | 0.00% | Add +111.1% | 57 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 51 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 48 | $6K |
| WealthTrak Capital Management LLC | 0.00% | Add +62.1% | 47 | $5K |
| Pacific Center for Financial Services | 0.00% | No change | 47 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 46 | $5K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -8.2% | 45 | $5K |
| Plato Investment Management Ltd | 0.00% | Reduce -94.2% | 43 | $5K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 43 | $5K |
| First Pacific Financial | 0.00% | New | 41 | $5K |
| HighMark Wealth Management LLC | 0.00% | Add +375.0% | 38 | $4K |
| Continuum Advisory, LLC | 0.00% | Reduce -11.9% | 37 | $4K |
| PFS Partners, LLC | 0.00% | No change | 35 | $4K |
| Sierra Ocean, LLC | 0.00% | Add +218.2% | 35 | $4K |
| Briaud Financial Planning Inc | 0.00% | No change | 35 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 34 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +3.3% | 31 | $4K |
| Activest Wealth Management | 0.00% | Add +1400.0% | 30 | $3K |
| FWL Investment Management, LLC | 0.00% | No change | 29 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 29 | $3K |
| Bernard Wealth Management Corp. | 0.00% | No change | 25 | $3K |
| Global Wealth Strategies & Associates | 0.00% | No change | 25 | $3K |
| Tompkins Financial Corp. | 0.00% | New | 25 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Add +27.8% | 23 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 21 | $2K |
| Flaharty Asset Management, LLC | 0.00% | New | 19 | $2K |
| WestEnd Advisors, LLC | 0.00% | Add +35.7% | 19 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 18 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -70.5% | 18 | $2K |
| Stonebridge Financial Group, LLC | 0.00% | New | 18 | $2K |
| Avion Wealth | 0.00% | No change | 14 | $2K |
| Winnacle Wealth LLC | 0.00% | Add +50.0% | 18 | $2K |
| TD Capital Management LLC | 0.00% | No change | 17 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 16 | $2K |
| Garde Capital, Inc. | 0.00% | New | 15 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 15 | $2K |
| Oakworth Capital, Inc. | 0.00% | New | 15 | $2K |
| Core Alternative Capital | 0.00% | No change | 12 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 11 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $1K |
| Wiser Advisor Group LLC | 0.00% | New | 10 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 10 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 10 | $1K |
| Blume Capital Management, Inc. | 0.00% | New | 9 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 9 | $1K |
| Nova Wealth Management, Inc. | 0.00% | New | 9 | $1K |
| Aspect Partners, LLC | 0.00% | Reduce -30.8% | 9 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -18.2% | 9 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 9 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 9 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 8 | $925 |
| USA Financial Formulas | 0.00% | Reduce -99.9% | 8 | $925 |
| Bear Mountain Capital, Inc. | 0.00% | New | 8 | $918 |
| True Wealth Design, LLC | 0.00% | Reduce -12.5% | 7 | $866 |
| Binnacle Investments Inc | 0.00% | — | 7 | $809 |
| Transce3nd, LLC | 0.00% | No change | 7 | $775 |
| Puff Wealth Management, LLC | 0.00% | New | 6 | $694 |
| Capital A Wealth Management, LLC | 0.00% | New | 6 | $694 |
| Dogwood Wealth Management LLC | 0.00% | New | 6 | $694 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -40.0% | 6 | $694 |
| Ancora Advisors LLC | 0.00% | Add +200.0% | 6 | $694 |
| Chesapeake Asset Management LLC | 0.00% | Reduce -50.0% | 5 | $578 |
| Kestra Investment Management, LLC | 0.00% | Reduce -96.4% | 4 | $463 |
| American National Bank & Trust | 0.00% | New | 3 | $353 |
| HFM Investment Advisors, LLC | 0.00% | — | 3 | $347 |
| West Branch Capital LLC | 0.00% | No change | 3 | $347 |
| Y.D. More Investments Ltd | 0.00% | Add +13.7% | 962 | $299 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $123 |
"% of holder's portfolio" is KKR's weight in each manager's 13F, not the share of KKR & Co. Inc. the manager owns.