KKR & Co.KKR

13F holders, Q1 2026 (March 31)
1,285holders −118
129new positions
250sold out
20famous investors
$92.52avg. 13F price*

At the end of Q1 2026, 1,285 institutions reported holding KKR & Co. Inc. (KKR) in their 13F filings, down 118 from Q4 2025. 129 opened new positions and 250 sold out. The largest holders were BlackRock, Inc. ($4.1B), Vanguard Capital Management LLC ($4.1B) and Capital International Investors ($3.2B). 20 famous investors held it, including Chuck Akre (10.2% of Akre Capital Management's portfolio), Mason Morfit (5.3% of ValueAct Capital's portfolio) and Tom Gayner (1.1% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions129$990.8M
Exits250$1.8B

All 13F filers, Q4 2025 → Q1 2026: 69,174,536 shares bought and 70,468,500 shares sold, net −1,293,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,285 holders

BlackRock, Inc. 0.07% Reduce -2.0% 44,619,932 $4.1B
Vanguard Capital Management LLC 0.10% — 44,025,898 $4.1B
Capital International Investors 0.76% Reduce -5.5% 35,134,041 $3.2B
State Street Corp. 0.09% Add +0.5% 28,512,850 $2.6B
Principal Financial Group Inc. 0.96% Add +6.9% 19,507,741 $1.8B
FMR LLC 0.09% Reduce -22.6% 18,325,939 $1.7B
Wellington Management Group LLP 0.31% Reduce -33.7% 17,903,185 $1.7B
Capital Research Global Investors 0.24% Add +199.5% 16,779,099 $1.6B
Geode Capital Management, LLC 0.09% Add +2.7% 15,406,141 $1.4B
Massachusetts Financial Services Co. 0.45% Reduce -23.1% 14,350,033 $1.3B
Bank of America Corp. 0.07% Add +5.5% 10,601,675 $980.7M
Invesco Ltd. 0.09% Add +0.6% 9,986,008 $923.7M
Vanguard Portfolio Management LLC 0.05% — 9,978,656 $923.0M
First Manhattan Co. Llc. 2.41% Add +9.3% 9,394,167 $869.0M
Capital World Investors 0.11% Add +30.8% 8,591,438 $794.7M
Morgan Stanley 0.05% Add +7.6% 8,473,653 $783.8M
Manufacturers Life Insurance Company, The 0.65% Add +15.2% 8,105,578 $749.8M
Akre Capital Management 10.16% Reduce -17.1% 6,718,078 $621.4M
Brown Advisory Inc. 0.92% Reduce -12.7% 6,032,964 $558.1M
Northern Trust Corp. 0.07% Reduce -0.6% 5,949,141 $550.3M
Goldman Sachs Group Inc. 0.07% Add +29.2% 5,485,461 $507.4M
Charles Schwab Investment Management Inc. 0.07% Add +2.6% 4,991,997 $461.8M
Legal & General Group Plc 0.11% Add +4.8% 4,947,482 $457.6M
Farallon Capital Management, L.L.C. 2.57% Add +131.5% 4,671,800 $432.1M
Van Lanschot Kempen Investment Management N.V. 3.52% Add +12.0% 4,343,729 $401.8M
T. Rowe Price Associates Inc. 0.04% Reduce -5.2% 4,174,843 $386.2M
D. E. Shaw & Co. 0.31% Add +213.9% 3,944,577 $364.9M
Vanguard Fiduciary Trust Co. 0.09% — 3,871,966 $358.2M
Amundi 0.09% Add +65.3% 3,726,040 $344.7M
Temasek Holdings (Private) Ltd 1.10% Add +164.4% 3,522,797 $325.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +3.3% 3,406,052 $315.1M
UBS Group AG 0.06% Add +97.7% 3,369,468 $311.7M
Bank of New York Mellon Corp 0.06% Reduce -2.8% 3,340,610 $309.0M
ValueAct Capital 5.31% New 3,279,700 $303.4M
AQR Capital Management 0.13% Add +3287.2% 3,067,509 $283.7M
JPMorgan Chase & Co. 0.02% Add +34.2% 3,037,623 $274.5M
Balyasny Asset Management L.P. 0.56% Add +461.3% 2,924,114 $270.5M
Millennium Management 0.19% Add +571.7% 2,622,000 $242.5M
Franklin Resources Inc. 0.06% Add +95.6% 2,607,415 $241.2M
Royal Bank of Canada 0.04% Reduce -12.7% 2,329,821 $215.5M
Nuveen, LLC 0.06% Reduce -64.1% 2,272,674 $210.2M
Wells Fargo & Company 0.04% Reduce -16.1% 2,250,298 $208.2M
Deutsche Bank AG 0.07% Add +51.9% 2,152,826 $199.1M
Barclays PLC 0.07% Add +1.9% 2,036,349 $188.4M
Citadel Advisors 0.13% Add +457.1% 1,937,715 $179.2M
Rathbones Group PLC 0.67% Add +20.7% 1,810,812 $167.5M
Dimensional Fund Advisors LP 0.03% Add +4.5% 1,804,568 $166.9M
Jane Street Group, LLC 0.17% Add +1874.0% 1,671,086 $154.6M
Ensign Peak Advisors, Inc 0.28% Reduce -14.3% 1,648,464 $152.5M
Hudson Way Capital Management LLC 13.72% Add +20.8% 1,551,801 $143.5M
Vanguard Global Advisers, LLC 0.07% — 1,513,040 $140.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +8.0% 1,487,379 $137.6M
Markel Group 1.12% No change 1,451,800 $134.3M
Alliancebernstein L.P. 0.04% Add +35.1% 1,024,750 $130.6M
CI Investments Inc. 0.63% Reduce -3.4% 1,404,589 $129.9M
National Pension Service 0.10% Reduce -9.0% 1,384,566 $128.1M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -5.0% 1,319,916 $122.1M
HSBC Holdings PLC 0.07% Reduce -12.4% 1,199,897 $111.1M
Assenagon Asset Management S.A. 0.16% Add +74.8% 1,116,042 $103.2M
Unisphere Establishment 0.86% Reduce -29.4% 1,100,000 $101.8M
Susquehanna International Group, LLP 0.13% Add +154.9% 1,079,677 $99.9M
Freestone Grove Partners LP 0.72% New 1,075,483 $99.5M
Gabelli Funds LLC 0.68% Reduce -0.7% 1,068,047 $98.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.08% — 1,067,424 $98.7M
Rhumbline Advisers 0.08% Add +0.3% 1,046,365 $96.8M
Raymond James Financial Inc. 0.03% Add +2.6% 1,031,263 $95.4M
Envestnet Asset Management Inc. 0.03% Reduce -42.7% 1,007,901 $93.2M
Holocene Advisors, LP 0.21% Add +32.6% 947,355 $87.6M
Meitav Investment House Ltd. 0.95% Add +58.4% 938,212 $86.8M
California Public Employees Retirement System 0.05% Reduce -23.2% 936,027 $86.6M
Citigroup Inc. 0.05% Reduce -14.0% 924,288 $85.5M
California State Teachers Retirement System 0.09% Reduce -2.5% 902,674 $83.5M
Arrowstreet Capital, Limited Partnership 0.04% Add +8310.0% 889,782 $82.3M
BNP Paribas Financial Markets 0.05% Reduce -27.6% 865,876 $80.1M
Neuberger Berman Group LLC 0.06% Add +7.8% 863,825 $79.9M
Alecta Tjanstepension Omsesidigt 0.33% New 739,700 $68.5M
American Century Companies Inc. 0.03% Reduce -2.8% 731,340 $67.6M
Vident Advisory, LLC 0.57% Add +17.4% 730,169 $67.5M
Ameriprise Financial Inc. 0.02% Reduce -59.4% 725,502 $67.1M
New York State Common Retirement Fund 0.09% No change 723,976 $67.0M
Algebris (uk) Ltd. 4.88% Add +359.5% 721,862 $66.7M
Bank of Montreal 0.03% Reduce -32.7% 708,755 $65.6M
OMERS ADMINISTRATION Corp 0.41% Add +2752.3% 695,765 $64.4M
CANADA LIFE ASSURANCE Co 0.11% Reduce -1.3% 677,700 $62.9M
Natixis Advisors, LLC 0.09% Reduce -7.5% 680,106 $62.9M
Point72 Asset Management 0.11% Add +156.7% 679,040 $62.8M
LPL Financial LLC 0.02% Reduce -3.5% 654,524 $60.5M
Canada Pension Plan Investment Board 0.04% Reduce -12.5% 640,756 $59.3M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -0.9% 615,000 $56.9M
Jones Financial Companies LLLP 0.03% Add +1447.5% 638,837 $56.5M
Capital International, Inc. 0.43% Add +14.9% 596,593 $55.2M
State Board of Administration of Florida Retirement System 0.10% No change 591,342 $54.7M
Mariner, LLC 0.06% Add +20.8% 586,687 $54.3M
Westfield Capital Management Co. LP 0.22% Add +2.1% 558,136 $51.6M
Aviva PLC 0.08% Add +2.9% 536,142 $49.6M
Rockefeller Capital Management L.P. 0.09% Add +57.8% 525,122 $48.6M
Junto Capital Management LP 1.02% New 518,938 $48.0M
National Bank of Canada 0.05% Reduce -8.0% 515,948 $47.8M
Long Focus Capital Management, LLC 2.03% New 492,000 $45.5M
New York State Teachers Retirement System 0.09% No change 473,532 $43.8M
Lord, Abbett & Co. LLC 0.15% Add +37.8% 471,636 $43.6M
Private Capital Management, LLC 4.38% Add +46.2% 463,448 $42.9M
Partners Group Holding AG 3.08% Add +10.3% 450,070 $41.6M
Ariel Investments 0.45% Add +65.9% 439,405 $40.6M
Cerity Partners LLC 0.06% Add +115.3% 438,847 $40.6M
Border to Coast Pensions Partnership Ltd 0.68% Add +14.5% 435,000 $40.4M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +92.0% 436,213 $40.3M
Fisher Funds Management LTD 1.16% Add +9.3% 427,156 $39.5M
Sei Investments Co. 0.04% Reduce -58.8% 423,929 $39.2M
Focus Partners Wealth 0.04% Add +15.9% 421,746 $39.0M
APG Asset Management N.V. 0.12% Add +0.5% 477,306 $38.3M
Heron Bay Capital Management 3.51% Add +293.9% 411,671 $38.1M
MFF Capital Investments Ltd 2.45% Add +34.7% 402,289 $37.2M
Factory Mutual Insurance Co. 0.42% Add +5.8% 399,000 $36.9M
National Philanthropic Trust 0.38% No change 385,927 $35.7M
Woodline Partners LP 0.13% Add +35.2% 384,678 $35.6M
Whittier Trust Co. 0.40% Add +96.1% 388,667 $35.4M
Harris Associates (Oakmark Funds) 0.05% Reduce -0.1% 369,815 $34.2M
GAMCO Investors 0.33% Add +3.0% 363,570 $33.6M
Empower Advisory Group, LLC 0.09% Reduce -21.6% 359,403 $33.2M
Shaolin Capital Management LLC 3.62% New 352,000 $32.6M
Westwood Holdings Group Inc. 0.24% Reduce -5.2% 349,477 $32.3M
Longaeva Partners L.P. 1.55% Add +231.6% 349,327 $32.3M
Chevy Chase Trust Holdings, LLC 0.09% Reduce -2.8% 340,670 $31.5M
State of Wisconsin Investment Board 0.07% Add +3.1% 339,326 $31.4M
Prudential Financial Inc. 0.04% Reduce -1.1% 335,946 $31.1M
Group One Trading LLC 1.02% Add +5980.1% 334,894 $31.0M
Corient Private Wealth LP 0.04% Add +10.1% 331,719 $30.6M
Bahl & Gaynor LLC 0.15% Reduce -6.0% 329,797 $30.5M
Pictet Asset Management Holding SA 0.03% Reduce -1.4% 329,217 $30.4M
Allen Investment Management, LLC 0.37% Add +31.0% 325,357 $30.1M
Ofi Invest Asset Management 0.38% Reduce -16.4% 359,114 $28.8M
Mediolanum International Funds Ltd 0.31% Add +15540.7% 318,914 $28.8M
Zuckerman Investment Group, LLC 2.70% Add +36.3% 309,041 $28.6M
Picton Mahoney Asset Management 0.29% Add +10.0% 302,038 $27.9M
Aberdeen Group plc 0.04% Add +14.4% 297,047 $27.5M
Weiss Asset Management LP 0.69% New 291,505 $27.0M
Vanguard Investments Australia, Ltd. 0.08% — 290,984 $26.9M
TD Asset Management Inc 0.02% Add +3.5% 290,606 $26.9M
Treasurer of the State of North Carolina 0.08% Add +2.2% 290,339 $26.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -17.0% 289,632 $26.8M
Asset Management One Co., Ltd. 0.08% Add +5.7% 289,328 $26.8M
TRB Advisors LP 18.15% Add +53.7% 286,166 $26.5M
Cortland Associates Inc. 3.79% Add +24.9% 285,618 $26.4M
Brookfield Corp 0.04% New 282,000 $26.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -3.7% 281,429 $26.0M
Bollard Group LLC 0.79% Add +0.1% 281,313 $26.0M
Toronto Dominion Bank 0.05% Reduce -4.8% 279,050 $25.8M
Handelsbanken Fonder AB 0.08% Reduce -2.7% 271,309 $25.1M
Global Frontier Investments LLC 3.42% No change 271,000 $25.1M
Public Employees Retirement System of Ohio 0.08% Reduce -0.4% 269,563 $24.9M
Stifel Financial Corp. 0.02% Reduce -5.1% 265,025 $24.5M
Adell Harriman & Carpenter Inc. 1.49% Reduce -2.0% 264,552 $24.5M
Maestria Partners LLC 8.92% Add +60.9% 264,170 $24.4M
Enstar Group LTD 11.20% No change 263,129 $24.3M
Capital Fund Management S.A. 0.22% Add +1199.0% 262,903 $24.3M
Cibc World Market Inc. 0.04% Add +50.4% 259,444 $24.0M
Janney Montgomery Scott LLC 0.06% Add +0.8% 259,197 $24.0M
Renaissance Technologies 0.04% New 257,350 $23.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -4.7% 251,464 $23.3M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -1.9% 250,757 $23.2M
Soros Fund Management 0.42% New 244,691 $22.6M
Victory Capital Management Inc. 0.01% Reduce -87.0% 244,465 $22.6M
United Capital Financial Advisors, LLC 0.14% Reduce -2.4% 241,478 $22.3M
OCO Capital Partners, L.P. 5.72% New 235,000 $21.7M
Danske Bank A/S 0.05% Reduce -2.2% 234,668 $21.7M
Russell Investments Group, Ltd. 0.02% Add +0.4% 236,112 $21.7M
Baron Capital (BAMCO) 0.07% Reduce -5.3% 233,268 $21.6M
SG Americas Securities, LLC 0.02% Reduce -27.1% 231,453 $21.4M
Nomura Asset Management Co. Ltd. 0.06% Reduce -45.7% 231,415 $21.4M
Quantinno Capital Management LP 0.04% Add +2.6% 231,319 $21.4M
Capital International Sarl 0.35% Add +34.0% 229,318 $21.2M
DNB Asset Management AS 0.08% Reduce -15.0% 227,995 $21.1M
KLP Kapitalforvaltning As 0.08% Add +0.8% 227,600 $21.1M
Van Eck Associates Corp. 0.02% Add +95.3% 226,508 $21.0M
State of Tennessee, Department of Treasury 0.07% Add +2.9% 225,065 $20.8M
Tredje AP-fonden 0.11% Reduce -64.8% 224,465 $20.8M
STRS Ohio 0.08% Reduce -3.9% 221,721 $20.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.34% Add +91.5% 221,259 $20.5M
Moore Capital Management, LP 0.80% New 217,600 $20.1M
Estuary Capital Management LP 3.36% New 217,370 $20.1M
State of New Jersey Common Pension Fund D 0.08% No change 215,521 $19.9M
PFA Pension, Forsikringsaktieselskab 0.06% Add +48.5% 215,457 $19.9M
Oppenheimer & Co. Inc. 0.24% Add +4.4% 214,144 $19.8M
Royal London Asset Management Ltd. 0.04% Add +440.7% 212,979 $19.7M
Capricorn Fund Managers Ltd 3.06% New 212,000 $19.6M
BBR Partners, LLC 1.09% No change 210,845 $19.5M
Mawer Investment Management Ltd. 0.13% Add +2.2% 210,839 $19.5M
Quadrature Capital Ltd 0.23% New 210,470 $19.5M
Community Trust & Investment Co. 1.04% Add +36.7% 206,750 $19.1M
Regions Financial Corp. 0.12% Add +34.8% 205,788 $19.0M
PNC Financial Services Group, Inc. 0.01% Reduce -7.2% 204,873 $19.0M
IMC-Chicago, LLC 0.28% New 202,284 $18.7M
Tudor Investment Corporation 0.10% New 200,269 $18.5M
Captrust Financial Advisors 0.03% Add +14.2% 199,782 $18.5M
Credit Agricole S A 0.06% Reduce -76.5% 197,585 $18.3M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Reduce -1.1% 197,252 $18.2M
Caldwell Investment Management Ltd. 7.09% No change 200,000 $18.1M
Public Sector Pension Investment Board 0.06% Add +11.8% 195,359 $18.1M
Schroder Investment Management Group 0.01% Reduce -14.7% 197,549 $17.9M
Walleye Trading LLC 0.36% Reduce -5.6% 189,280 $17.5M
Resona Asset Management Co.,Ltd. 0.09% Add +1.8% 189,399 $17.4M
Czech National Bank 0.11% Add +3.3% 186,943 $17.3M
Jackson Hill Advisors, LLC 8.85% Add +30.3% 185,000 $17.1M
Walleye Capital LLC 0.11% Add +44.0% 183,501 $17.0M
Clearbridge Investments, LLC 0.01% Reduce -60.2% 182,808 $16.9M
Lone Pine Capital 0.13% Reduce -96.4% 179,308 $16.6M
State of Michigan Retirement System 0.09% Reduce -0.2% 179,300 $16.6M
Stephens Inc. 0.21% Reduce -2.0% 178,038 $16.5M
Brookstone Capital Management 0.19% Add +40.4% 176,574 $16.3M
Lynwood Price Capital Management LP 8.70% Add +25.0% 175,000 $16.2M
Ieq Capital, LLC 0.07% Add +2709.8% 174,684 $16.2M
Arizona State Retirement System 0.09% Reduce -2.4% 170,968 $15.8M
SEB Asset Management AB 0.07% — 170,746 $15.8M
Rafferty Asset Management, LLC 0.06% Reduce -20.2% 170,433 $15.8M
CIBC Asset Management Inc 0.04% Add +1.4% 169,805 $15.7M
MetLife Investment Management, LLC 0.08% Reduce -2.7% 167,881 $15.5M
Levin Capital Strategies, L.P. 1.16% Add +0.2% 164,799 $15.2M
Bank of Nova Scotia 0.03% Reduce -71.8% 164,463 $15.2M
Alpine Global Management, LLC 2.66% New 162,294 $15.0M
Punch & Associates Investment Management, Inc. 0.87% Add +0.1% 161,614 $14.9M
Spinecap SAS 5.44% New 160,400 $14.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +0.2% 159,896 $14.8M
Badgley Phelps Wealth Managers, LLC 0.29% Reduce -1.4% 155,354 $14.4M
Sapient Capital LLC 0.22% Reduce -55.6% 155,087 $14.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +54.8% 151,675 $14.0M
Whittier Trust Co. of Nevada Inc. 0.29% Add +86.1% 153,399 $14.0M
Creative Planning 0.01% Add +48.5% 149,655 $13.8M
Storebrand Asset Management As 0.04% Reduce -39.6% 149,014 $13.8M
HighTower Advisors, LLC 0.01% Add +19.6% 147,231 $13.6M
Cetera Investment Advisers 0.01% Add +0.1% 146,922 $13.6M
Commerce Bank 0.07% Add +943.4% 146,724 $13.6M
CIBC Bancorp USA Inc. 0.02% — 146,092 $13.5M
Retirement Systems of Alabama 0.04% Reduce -0.2% 145,767 $13.5M
Cullen/Frost Bankers, Inc. 0.15% Reduce -4.8% 145,569 $13.5M
Jain Global LLC 0.18% New 144,693 $13.4M
GoodHaven Capital Management, LLC 4.74% Add +18.1% 143,303 $13.3M
Leonteq Securities AG 0.80% Add +352.6% 142,747 $13.2M
Midwest Trust Co 0.16% Add +10.8% 141,805 $13.1M
Cander Asset Management LP 2.35% Add +679.4% 141,656 $13.1M
ProShare Advisors LLC 0.02% Reduce -4.3% 138,319 $12.8M
Capstone Investment Advisors, LLC 0.14% Add +267.0% 138,291 $12.8M
Montaka Global Pty Ltd 7.36% Reduce -4.3% 133,126 $12.3M
Sone Capital Management, LLC 1.03% Add +49.9% 133,044 $12.3M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +8.6% 132,568 $12.3M
Xponance LLC 0.09% Add +13.7% 132,476 $12.3M
Allianz Asset Management GmbH 0.01% Add +23.5% 131,491 $12.2M
Kestra Advisory Services, LLC 0.05% Add +6.9% 130,447 $12.1M
Amalgamated Bank 0.09% Reduce -5.0% 128,334 $11.9M
Varma Mutual Pension Insurance Co 0.07% No change 128,327 $11.9M
IFM Investors Pty Ltd 0.09% Add +4.0% 121,487 $11.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -3.4% 129,586 $11.2M
Cwm, LLC 0.03% Add +750.2% 121,243 $11.2M
Greenwood Gearhart LLC 0.60% Add +8.0% 119,819 $11.1M
Cornerstone Advisors, LLC 0.40% No change 118,535 $11.0M
Perennial Advisors, LLC 1.84% Add +1.4% 116,084 $10.7M
USS Investment Management Ltd 0.05% Add +4.9% 116,025 $10.7M
Voya Investment Management LLC 0.01% Reduce -0.0% 116,033 $10.7M
EverSource Wealth Advisors, LLC 0.33% Add +12.2% 115,809 $10.7M
Commonwealth Equity Services, LLC 0.01% Reduce -18.4% 114,153 $10.6M
Waverly Advisors, LLC 0.08% Add +44.3% 113,145 $10.5M
Federation des caisses Desjardins du Quebec 0.04% Reduce -9.2% 112,805 $10.4M
O'shaughnessy Asset Management, LLC 0.05% Reduce -0.1% 112,397 $10.4M
Daiwa Securities Group Inc. 0.03% Add +5.5% 111,554 $10.3M
Nomura Asset Management International Inc. 0.02% Reduce -86.7% 111,265 $10.3M
Teacher Retirement System of Texas 0.04% Reduce -0.9% 111,124 $10.3M
Capital International Ltd. 0.38% Add +33.4% 110,270 $10.2M
Utah Retirement Systems 0.10% Reduce -1.5% 110,257 $10.2M
Osaic Holdings, Inc. 0.01% Reduce -0.4% 109,461 $10.1M
Private Wealth Partners, LLC 0.78% Reduce -0.2% 109,465 $10.1M
Teachers Retirement System of the State of Kentucky 0.08% Reduce -8.7% 109,055 $10.1M
Fifth Third Bancorp 0.02% Add +333.2% 109,001 $10.1M
Greenhaven Road Investment Management, L.P. 6.78% Reduce -43.9% 106,600 $9.9M
Lountzis Asset Management, LLC 3.57% No change 105,210 $9.7M
Police & Firemen's Retirement System of New Jersey 0.08% Add +0.2% 104,512 $9.7M
Capitolis Liquid Global Markets LLC 0.06% — 104,000 $9.6M
Natixis 0.04% Add +59.4% 102,207 $9.5M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -6.0% 102,038 $9.4M
New York Life Investment Management LLC 0.08% Add +2.1% 101,824 $9.4M
Chickasaw Capital Management LLC 0.33% Reduce -0.6% 100,304 $9.3M
Scotia Capital Inc. 0.04% Add +5.4% 100,243 $9.3M
Matthew 25 Management Corp 3.07% Reduce -1.5% 100,000 $9.3M
Triavera Capital LLC 5.53% Add +18.0% 99,956 $9.2M
NEOS Investment Management LLC 0.05% Add +6.8% 99,608 $9.2M
North Star Investment Management Corp. 0.56% Reduce -8.6% 99,561 $9.2M
Chicago Partners Investment Group LLC 0.20% Add +14.6% 86,283 $9.1M
Palisade Capital Management, LP 0.33% Add +7.9% 98,738 $9.1M
Mirador Capital Partners LP 1.29% Add +0.4% 98,136 $9.1M
Korea Investment CORP 0.02% Reduce -86.7% 97,441 $9.0M
Rakuten Investment Management, Inc. 0.02% Add +12.7% 98,752 $8.9M
Danica Pension, Livsforsikringsaktieselskab 0.17% New 96,115 $8.9M
Lalia Capital, LLC 5.62% New 96,095 $8.9M
Truist Financial Corp. 0.01% Add +0.3% 96,082 $8.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% Reduce -11.6% 94,170 $8.7M
B & T Capital Management DBA Alpha Capital Management 1.25% Add +29.0% 93,482 $8.6M
Texas Yale Capital Corp. 0.24% Reduce -4.1% 90,791 $8.4M
Scopia Capital Management LP 5.80% Reduce -67.4% 90,196 $8.3M
EP Wealth Advisors, LLC 0.04% Reduce -9.8% 89,792 $8.3M
Delta Global Management LP 0.66% Reduce -17.6% 87,400 $8.1M
LRZ Capital LLC 3.99% No change 86,290 $8.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -22.3% 85,994 $8.0M
Triveni Capital Investments LP 7.83% Reduce -5.5% 85,491 $7.9M
Lavaca Capital LLC 1.45% Reduce -4.3% 84,519 $7.8M
Lighthouse Investment Partners, LLC 0.29% Add +1409.3% 84,204 $7.8M
Mycio Wealth Partners, LLC 1.54% Add +202.8% 83,733 $7.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +0.9% 81,597 $7.5M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.0% 80,959 $7.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +22.3% 80,670 $7.5M
Nissay Asset Management Corp. /Japan 0.04% Add +1.5% 80,068 $7.4M
M&G PLC 0.04% Add +29.5% 79,000 $7.3M
Oregon Public Employees Retirement Fund 0.10% Add +0.2% 78,672 $7.3M
Mackenzie Financial Corp. 0.01% Add +8.0% 78,414 $7.3M
Gillson Capital LP 0.59% Add +146.5% 78,401 $7.3M
HB Wealth Management, LLC 0.05% Reduce -3.2% 77,859 $7.2M
Swedbank AB 0.01% Reduce -18.4% 77,064 $7.1M
Mercer Global Advisors Inc. 0.01% Add +108.8% 75,593 $7.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.1% 75,247 $7.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.37% Add +92.2% 75,120 $6.9M
Lido Advisors, LLC 0.03% Reduce -31.6% 74,590 $6.9M
Eurizon Capital SGR S.p.A. 0.02% Reduce -6.6% 74,418 $6.9M
B. Metzler seel. Sohn & Co. AG 0.06% Add +15.4% 73,844 $6.8M
City of London Investment Management Co. Ltd. 0.49% No change 73,566 $6.8M
Mutual of America Capital Management LLC 0.08% Reduce -0.9% 73,014 $6.8M
Alberta Investment Management Corp 0.05% Add +540.4% 73,000 $6.8M
Pinnacle Associates Ltd. 0.09% Reduce -2.9% 71,886 $6.6M
Voloridge Investment Management, LLC 0.03% New 71,430 $6.6M
&partners 0.03% Add +3.6% 70,348 $6.5M
IFC Advisors LLC 0.92% Add +378.7% 69,569 $6.4M
Allstate Corp. 0.07% Add +46.3% 69,458 $6.4M
Cinctive Capital Management LP 0.42% New 69,119 $6.4M
State of Alaska, Department of Revenue 0.07% Add +0.0% 68,052 $6.3M
Orion Porfolio Solutions, LLC 0.05% Reduce -2.3% 67,908 $6.3M
Assetmark, Inc. 0.01% Reduce -13.5% 67,857 $6.3M
Pinnacle Financial Partners, Inc. 0.05% Add +0.5% 67,697 $6.3M
TD Waterhouse Canada Inc. 0.02% Add +85.5% 68,417 $6.2M
Nisa Investment Advisors, LLC 0.02% Reduce -7.8% 67,354 $6.2M
Janus Henderson Group PLC 0.00% Add +22.0% 67,213 $6.2M
NewEdge Advisors, LLC 0.02% Reduce -37.7% 64,649 $6.0M
PEAK6 LLC 0.17% Reduce -54.1% 64,302 $5.9M
Menlo Advisors LLC 2.66% No change 46,380 $5.9M
OP Asset Management Ltd 0.06% Reduce -7.7% 63,470 $5.9M
Sanctuary Advisors, LLC 0.03% Reduce -9.0% 62,524 $5.8M
Sterling Investment Advisors, Ltd. 1.05% Add +10.6% 62,492 $5.8M
Yousif Capital Management, LLC 0.07% Reduce -3.0% 61,916 $5.7M
Nordea Investment Management AB 0.01% Add +2.4% 62,942 $5.7M
Empowered Funds, LLC 0.04% Add +95.1% 61,528 $5.7M
Q Global Advisors, LLC 5.49% New 61,000 $5.6M
Simplex Trading, LLC 0.17% New 60,647 $5.6M
Cobalt Capital Management, Inc. 3.11% New 60,000 $5.5M
Swiss Life Asset Management Ltd 0.03% Add +8.2% 59,629 $5.5M
Macquarie Group Ltd. 0.03% Reduce -79.0% 59,463 $5.5M
UniSuper Management Pty Ltd 0.04% Add +10.1% 58,656 $5.4M
Brevan Howard Capital Management LP 0.06% New 58,652 $5.4M
Triangle Securities Wealth Management 1.23% Reduce -1.6% 58,407 $5.4M
Venture Visionary Partners LLC 0.18% Add +190.7% 58,256 $5.4M
Andra AP-fonden 0.06% Add +201.7% 57,630 $5.3M
Pathstone Holdings, LLC 0.02% Add +3.4% 55,731 $5.2M
Cresset Asset Management, LLC 0.02% Add +34.6% 55,708 $5.2M
US Bancorp \de 0.01% Reduce -14.5% 54,884 $5.1M
Crescent Park Management, L.P. 17.36% Reduce -54.9% 54,411 $5.0M
Pacer Advisors, Inc. 0.01% Add +0.5% 54,289 $5.0M
Privium Fund Management (UK) Ltd 2.51% New 56,000 $5.0M
KBC Group NV 0.01% Add +4.9% 53,464 $4.9M
Candriam S.C.A. 0.02% Add +5.8% 51,439 $4.8M
Summit Financial, LLC 0.06% Add +1.1% 51,409 $4.8M
QRG Capital Management, Inc. 0.05% Reduce -4.2% 51,099 $4.7M
Ally Financial Inc. 0.58% Add +212.5% 50,000 $4.6M
Gotham Asset Management 0.01% Reduce -3.6% 49,370 $4.6M
Avanza Fonder AB 0.12% Reduce -1.6% 48,592 $4.5M
Investment Management Corp of Ontario 0.06% Reduce -12.6% 48,365 $4.5M
Gulf International Bank (UK) Ltd 0.10% Add +53.7% 48,212 $4.5M
Canal Capital Management, LLC 0.60% Add +5.3% 48,159 $4.5M
Next Capital Management LLC 1.34% Add +135.6% 47,771 $4.4M
MML Investors Services, LLC 0.01% Reduce -33.0% 47,216 $4.4M
Integrated Advisors Network LLC 0.23% Add +62.5% 47,064 $4.4M
Vestcor Inc 0.12% Add +54.8% 46,868 $4.3M
Coastal Bridge Advisors, LLC 0.31% Reduce -2.4% 46,823 $4.3M
Eastern Bank 0.07% Add +8434.4% 46,427 $4.3M
Tidal Investments LLC 0.01% Add +34.4% 46,364 $4.3M
Absolute Gestao de Investimentos Ltda. 0.49% New 46,269 $4.3M
Steward Partners Investment Advisory, LLC 0.02% Reduce -9.2% 45,792 $4.2M
ArrowMark Colorado Holdings LLC 0.11% Reduce -0.9% 45,556 $4.2M
Waterfront Wealth Inc. 0.77% Add +0.8% 45,446 $4.2M
Staley Capital Advisers Inc. 0.18% No change 45,000 $4.2M
Interval Partners, LP 0.14% Reduce -59.5% 44,837 $4.1M
Baird Financial Group, Inc. 0.01% Reduce -50.4% 44,765 $4.1M
Louisbourg Investments Inc. 0.78% Add +80.0% 56,845 $4.1M
Allspring Global Investments Holdings, LLC 0.01% Reduce -90.3% 44,653 $4.1M
Jamison Private Wealth Management, Inc. 0.51% Add +23.1% 43,646 $4.0M
Capital Group Private Client Services, Inc. 0.07% Reduce -21.5% 43,456 $4.0M
Beck Mack & Oliver LLC 0.08% Reduce -22.1% 42,990 $4.0M
Larson Financial Group LLC 0.13% Add +6.0% 42,923 $4.0M
Bearing Point Capital, LLC 0.62% Add +30.6% 42,715 $4.0M
Norinchukin Bank, The 0.05% Add +0.3% 42,508 $3.9M
Infrastructure Capital Advisors, LLC 0.56% Add +25.1% 42,474 $3.9M
Robeco Institutional Asset Management B.V. 0.01% Reduce -1.4% 42,277 $3.9M
Hancock Whitney Corp. 0.07% Add +20.6% 42,241 $3.9M
Thrivent Financial for Lutherans 0.01% Add +10.0% 41,978 $3.9M
Parallax Volatility Advisers, L.P. 0.22% Add +13.1% 36,955 $3.9M
Mizuho Securities USA LLC 0.09% Reduce -17.0% 41,497 $3.8M
Abn Amro Investment Solutions 0.05% Reduce -6.1% 41,431 $3.8M
IFP Advisors, Inc 0.08% Add +4.6% 41,368 $3.8M
Rothschild Investment LLC 0.20% Add +14.1% 41,187 $3.8M
Osmosis Investment Management UK Ltd 0.10% Add +111.3% 40,619 $3.8M
Lazard Asset Management LLC 0.01% Add +32.7% 40,177 $3.7M
Axon Capital LP 7.22% New 39,900 $3.7M
Hartford Investment Management Co. 0.11% Reduce -1.2% 39,166 $3.6M
Caisse de depot et placement du Quebec 0.01% Reduce -78.0% 38,728 $3.6M
Samjo Management, LLC 1.53% Reduce -0.1% 38,245 $3.5M
O'ROURKE & COMPANY, Inc 1.36% Reduce -2.3% 37,156 $3.4M
Castleview Partners, LLC 1.74% Add +84.5% 36,761 $3.4M
Concurrent Investment Advisors, LLC 0.04% Add +82.4% 35,989 $3.3M
Northside Capital Management, LLC 0.29% No change 35,856 $3.3M
Elo Mutual Pension Insurance Co 0.05% Reduce -39.9% 35,446 $3.3M
TrinityBridge Ltd 0.09% Reduce -96.5% 35,294 $3.3M
Intech Investment Management LLC 0.03% Add +103.2% 35,020 $3.2M
Louisiana State Employees Retirement System 0.06% Reduce -0.3% 35,000 $3.2M
Edmond DE Rothschild Holding S.A. 0.05% Reduce -6.9% 34,205 $3.2M
SIH Partners, LLLP 0.10% New 33,983 $3.1M
Maryland State Retirement & Pension System 0.06% No change 33,673 $3.1M
Equitable Trust Co. 0.14% Add +33.9% 33,555 $3.1M
Merit Financial Group, LLC 0.02% Add +32.4% 33,372 $3.1M
Vontobel Holding Ltd. 0.01% Add +11.3% 33,371 $3.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +9.5% 33,191 $3.1M
Davidson Kahn Capital Management, LLC 1.61% Add +32.4% 32,626 $3.0M
Citizens Financial Group Inc. 0.04% Add +4.7% 32,585 $3.0M
CFM Wealth Partners LLC 0.45% Reduce -9.8% 32,470 $3.0M
Farther Finance Advisors, LLC 0.03% Add +10.3% 32,784 $3.0M
New Mexico Educational Retirement Board 0.09% No change 32,100 $3.0M
GC Wealth Management RIA, LLC 0.12% Reduce -4.1% 32,007 $3.0M
AIA Group Ltd 0.04% Add +61.8% 31,833 $2.9M
Meiji Yasuda Asset Management Co Ltd. 0.15% Add +499.9% 31,778 $2.9M
ASR Vermogensbeheer N.V. 0.03% Add +2.0% 31,563 $2.9M
Proficio Capital Partners LLC 0.16% Add +0.1% 31,461 $2.9M
Iridian Asset Management LLC 1.18% Add +81.7% 31,363 $2.9M
ING Groep NV 0.02% Reduce -1.6% 31,244 $2.9M
Principal Securities, Inc. 0.04% Reduce -1.9% 31,082 $2.9M
Crossmark Global Holdings, Inc. 0.04% Reduce -8.9% 30,927 $2.9M
Bleakley Financial Group, LLC 0.04% Add +9.1% 30,823 $2.9M
Mesirow Financial Investment Management, Inc. 0.05% Add +3.5% 30,708 $2.8M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -89.9% 30,254 $2.8M
First Trust Advisors LP 0.00% Reduce -8.7% 30,147 $2.8M
Guardian Wealth Management, Inc. 1.49% Reduce -1.6% 29,571 $2.7M
Nomura Holdings Inc. 0.02% Reduce -48.9% 29,394 $2.7M
PenderFund Capital Management Ltd. 1.25% Add +48.6% 29,340 $2.7M
Blair William & Co. 0.01% Add +0.9% 29,042 $2.7M
Grange Capital, LLC 2.67% Add +93.7% 28,946 $2.7M
Wealthfront Advisers LLC 0.01% Reduce -49.9% 28,874 $2.7M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -83.1% 28,500 $2.6M
Alps Advisors Inc. 0.01% Add +6.1% 28,170 $2.6M
MUFG Securities EMEA plc 0.04% No change 28,133 $2.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +4.2% 28,243 $2.6M
Florida Trust Wealth Management Co 0.07% Add +10.9% 28,053 $2.6M
Curbstone Financial Management Corp 0.49% Reduce -0.7% 27,888 $2.6M
Connable Office Inc. 0.25% Add +49.2% 27,580 $2.6M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +7.0% 27,515 $2.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -98.7% 27,313 $2.5M
Third View Private Wealth, LLC 0.34% Add +11.1% 27,242 $2.5M
Wesbanco Bank Inc. 0.07% Reduce -1.7% 27,222 $2.5M
Boothbay Fund Management, LLC 0.06% Add +3.5% 27,027 $2.5M
World Investment Advisors 0.04% Reduce -8.7% 26,851 $2.5M
Lingotto Investment Management LLP 0.05% New 26,624 $2.5M
Generali Asset Management SPA SGR 0.05% Add +117.3% 26,591 $2.5M
Select Equity Group, L.P. 0.01% New 26,588 $2.5M
J.W. Cole Advisors, Inc. 0.08% Reduce -0.4% 26,470 $2.4M
AG2R La Mondiale Gestion D'actifs 0.11% Add +5.6% 26,168 $2.4M
Atria Investments, Inc 0.03% Reduce -14.9% 26,160 $2.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 26,120 $2.4M
Equitable Holdings, Inc. 0.02% Add +25.3% 19,794 $2.4M
MAI Capital Management 0.01% Add +24.6% 25,689 $2.4M
Basswood Capital Management, L.L.C. 0.12% No change 25,666 $2.4M
Sumitomo Life Insurance Co. 0.06% Reduce -65.1% 25,600 $2.4M
Ingalls & Snyder LLC 0.08% Add +0.2% 25,505 $2.4M
Clearstead Advisors, LLC 0.02% Add +29.2% 24,530 $2.3M
Jennison Associates LLC 0.00% Reduce -98.8% 24,502 $2.3M
Barr E S & Co. 0.13% No change 24,425 $2.3M
First Interstate Bank 0.13% Reduce -1.2% 24,209 $2.2M
Capital Group Investment Management Pte. LTD. 0.38% Add +33.5% 24,184 $2.2M
Cacti Asset Management LLC 0.14% Reduce -3.5% 24,181 $2.2M
Strategic Blueprint, LLC 0.13% Reduce -54.7% 24,145 $2.2M
M&T Bank Corp 0.01% Reduce -15.4% 24,138 $2.2M
Benjamin Edwards Inc. 0.02% Add +10.2% 23,997 $2.2M
TD Private Client Wealth LLC 0.05% Reduce -31.4% 23,623 $2.2M
Metis Global Partners, LLC 0.05% Reduce -9.0% 23,615 $2.2M
Landscape Capital Management, L.L.C. 0.14% Add +29.2% 23,217 $2.1M
Saudi Central Bank 0.05% New 23,031 $2.1M
Level Four Advisory Services, LLC 0.07% Add +53.1% 22,911 $2.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +435.5% 22,465 $2.1M
Beacon Pointe Advisors, LLC 0.01% Add +36.5% 22,408 $2.1M
Bessemer Group Inc. 0.00% Reduce -98.3% 22,044 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 21,964 $2.0M
Fred Alger Management, LLC 0.01% Add +117.7% 21,798 $2.0M
Compound Planning, Inc. 0.06% Add +23.4% 21,715 $2.0M
Sanders Morris Harris LLC 0.32% New 21,553 $2.0M
Stonehage Fleming Financial Services Holdings Ltd 0.07% Add +15.9% 21,436 $2.0M
Capital Analysts, LLC 0.05% Reduce -2.4% 21,350 $2.0M
Mission Wealth Management, LP 0.04% Add +3.5% 21,292 $2.0M
Silvercrest Asset Management Group LLC 0.01% Reduce -82.3% 21,287 $2.0M
Sequoia Financial Advisors, LLC 0.01% Reduce -22.1% 21,091 $2.0M
TIAA Wealth Investment Management LLC 0.01% — 21,064 $1.9M
Arkadios Wealth Advisors 0.03% Add +8.2% 20,983 $1.9M
Siemens Fonds Invest GmbH 0.11% Add +0.9% 20,941 $1.9M
Summit Trail Advisors, LLC 0.03% Reduce -12.3% 20,265 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -31.3% 20,216 $1.9M
GM Advisory Group, LLC 0.07% Reduce -1.1% 20,152 $1.9M
Checchi Capital Advisers, LLC 0.13% Add +5.0% 19,744 $1.8M
North Dakota State Investment Board 0.08% Reduce -15.5% 19,646 $1.8M
Moneco Advisors, LLC 0.14% Reduce -2.3% 19,631 $1.8M
Banque Cantonale Vaudoise 0.07% Add +29.6% 19,441 $1.8M
Southeast Asset Advisors, LLC 0.20% Reduce -8.0% 19,327 $1.8M
Pinnacle Wealth Planning Services, Inc. 0.18% Add +2174.8% 19,040 $1.8M
Mufg Securities Americas Inc. 0.11% Add +2.7% 18,993 $1.8M
Securian Asset Management, Inc. 0.07% Reduce -0.5% 18,562 $1.7M
RDA Financial Network 0.43% Reduce -3.0% 18,351 $1.7M
Squarepoint Ops LLC 0.00% Reduce -97.8% 18,247 $1.7M
HUB Investment Partners, LLC 0.04% Reduce -24.8% 18,101 $1.7M
Morningstar Investment Management LLC 0.10% Add +10.4% 18,053 $1.7M
Ar Asset Management Inc. 0.33% No change 18,000 $1.7M
Kentucky Retirement Systems Insurance Trust Fund 0.11% No change 17,847 $1.7M
Brighton Jones LLC 0.04% New 17,719 $1.6M
Fortitude Family Office, LLC 0.37% Reduce -30.9% 17,670 $1.6M
RiverPark Advisors, LLC 0.78% Add +12.1% 17,659 $1.6M
Franklin Street Advisors Inc. 0.10% No change 17,547 $1.6M
Lee Danner & Bass Inc. 0.10% Add +1.0% 17,546 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.06% No change 17,527 $1.6M
Wilmington Savings Fund Society, FSB 0.04% Add +1.3% 17,469 $1.6M
Parallel Advisors, LLC 0.03% Reduce -4.7% 17,408 $1.6M
Bokf, NA 0.02% Add +23.9% 17,286 $1.6M
Man Group plc 0.00% Reduce -64.0% 17,239 $1.6M
Cordoba Advisory Partners LLC 0.44% Add +1.9% 17,259 $1.6M
LB Partners LLC 1.42% No change 17,100 $1.6M
Cross Staff Investments Inc 0.79% Reduce -2.1% 16,876 $1.6M
Waterway Wealth Management, LLC 0.34% Add +7.1% 16,724 $1.5M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2.86% Add +70.4% 16,657 $1.5M
Annandale Capital, LLC 0.25% New 16,650 $1.5M
Advisory Services Network, LLC 0.02% Add +13.9% 16,396 $1.5M
Citizens & Northern Corp. 0.38% Add +15.5% 16,365 $1.5M
Maxi Investments CY Ltd 0.33% New 16,300 $1.5M
LYNX Capital Group Ltd. 0.69% No change 16,071 $1.5M
Fulton Bank, N.A. 0.05% Add +22.6% 16,052 $1.5M
Vise Technologies, Inc. 0.03% No change 11,552 $1.5M
Guardian Investment Management 1.15% Add +34.1% 14,584 $1.5M
Horizon Investments, LLC 0.02% Add +13.1% 15,800 $1.5M
Lansing Street Advisors 0.37% Reduce -0.6% 15,697 $1.5M
Canada Post Corp Registered Pension Plan 0.06% Reduce -9.6% 15,540 $1.4M
HBK Sorce Advisory LLC 0.03% Reduce -0.2% 13,813 $1.4M
Uniting Wealth Partners, LLC 0.30% Add +84.3% 15,300 $1.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 15,453 $1.4M
Allworth Financial LP 0.01% Add +79.5% 15,216 $1.4M
Prospera Financial Services Inc 0.02% Add +158.1% 15,100 $1.4M
NewEdge Wealth, LLC 0.02% Reduce -38.5% 14,996 $1.4M
Essex Financial Services, Inc. 0.08% Reduce -2.6% 14,921 $1.4M
Stableford Capital II LLC 0.51% New 14,838 $1.4M
Zhang Financial LLC 0.05% Reduce -8.5% 14,835 $1.4M
Yelin Lapidot Holdings Management Ltd. 0.29% No change 14,827 $1.4M
First National Bank Sioux Falls 0.37% Reduce -1.7% 13,403 $1.4M
Sierra Capital LLC 0.15% Reduce -14.5% 14,723 $1.4M
Cooper Investors PTY Ltd. 0.55% Reduce -47.6% 14,513 $1.3M
Darwin Wealth Management, LLC 0.42% Add +42.2% 14,484 $1.3M
Avior Wealth Management, LLC 0.04% Add +42.3% 14,358 $1.3M
TFR Capital, LLC. 0.40% Add +0.3% 14,127 $1.3M
Federated Hermes, Inc. 0.00% Reduce -83.8% 13,958 $1.3M
Financial Management Network Inc. 0.20% Reduce -7.3% 13,759 $1.3M
Walter & Keenan Wealth Management LLC /in/ 0.36% Add +0.0% 13,790 $1.3M
Guggenheim Capital LLC 0.01% Reduce -14.6% 13,768 $1.3M
Choate Investment Advisors 0.02% Reduce -1.4% 13,761 $1.3M
Canandaigua National Corp. 0.11% — 13,684 $1.3M
United Bank 0.42% Add +39.4% 13,617 $1.3M
CastleKnight Management LP 0.06% New 13,600 $1.3M
DAVENPORT & Co LLC 0.01% Add +129.8% 13,591 $1.3M
Sivia Capital Partners, LLC 0.24% Add +579.0% 13,533 $1.3M
Keybank National Association 0.00% Reduce -9.0% 13,508 $1.2M
Evergreen Capital Management LLC 0.03% Add +348.4% 13,497 $1.2M
Meiji Yasuda Life Insurance Co 0.04% Add +69.3% 13,338 $1.2M
Tema ETFs LLC 0.08% Add +1.7% 13,197 $1.2M
Brooklyn Investment Group 0.04% Add +77.4% 13,065 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +348.0% 13,056 $1.2M
Caisse Des Depots Et Consignations 0.02% Add +232.9% 13,040 $1.2M
Cushing Capital Partners, LLC 0.93% Reduce -4.7% 13,029 $1.2M
Aquatic Capital Management LLC 0.03% New 12,989 $1.2M
Apollon Wealth Management, LLC 0.02% Reduce -33.0% 12,893 $1.2M
Greenline Partners, LLC 0.13% No change 12,783 $1.2M
Runnymede Capital Advisors, Inc. 1.01% New 12,709 $1.2M
MYDA Advisors LLC 0.28% New 12,700 $1.2M
Nicolet Bankshares Inc. 0.04% Add +192.0% 12,721 $1.2M
Ascent Group, LLC 0.04% Reduce -11.4% 12,604 $1.2M
Linscomb Wealth, Inc. 0.05% Add +77.9% 12,453 $1.2M
VCI Wealth Management LLC 0.32% Reduce -32.9% 12,452 $1.2M
Snowden Capital Advisors LLC 0.03% Add +21.5% 12,444 $1.2M
AE Wealth Management LLC 0.01% Reduce -91.1% 12,324 $1.1M
Choreo, LLC 0.01% Reduce -31.5% 12,281 $1.1M
Independent Advisor Alliance 0.01% Reduce -27.2% 12,254 $1.1M
Park Avenue Securities LLC 0.01% Reduce -58.4% 12,068 $1.1M
Cove Private Wealth, LLC 0.25% Reduce -40.3% 12,015 $1.1M
Buckland Partners Management Co LLC 0.67% No change 12,000 $1.1M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.17% No change 12,000 $1.1M
Raiffeisen Bank International AG 0.02% Add +39.3% 12,169 $1.1M
Callan Family Office, LLC 0.02% Reduce -40.5% 11,874 $1.1M
Townsquare Capital LLC 0.24% Add +83.6% 11,577 $1.1M
Northwest & Ethical Investments L.P. 0.02% Add +3.8% 11,583 $1.1M
Winthrop Partners - WNY, LLC 0.56% Add +0.1% 11,378 $1.1M
Portfolio Design Labs, LLC 0.19% Add +15.2% 11,372 $1.1M
Bradley Foster & Sargent Inc. 0.02% Reduce -13.5% 11,335 $1.0M
GAMMA Investing LLC 0.05% Reduce -23.2% 11,318 $1.0M
QVT Financial LP 0.08% New 11,245 $1.0M
Chemistry Wealth Management LLC 0.18% Add +0.0% 11,242 $1.0M
Clear Harbor Asset Management, LLC 0.07% Add +10.9% 11,229 $1.0M
Westover Capital Advisors, LLC 0.19% No change 11,130 $1.0M
Sit Investment Associates Inc. 0.02% New 11,050 $1.0M
TCW Group Inc. 0.01% Add +5.0% 11,001 $1.0M
Segment Wealth Management, LLC 0.06% Add +2.0% 10,994 $1.0M
Brown Brothers Harriman & Co. 0.01% Add +90.7% 10,941 $1.0M
Daymark Wealth Partners, LLC 0.03% Add +16.0% 10,904 $1.0M
Spire Wealth Management 0.03% Reduce -2.3% 10,878 $1.0M
Wernau Asset Management Inc. 1.05% Add +1.0% 10,877 $1.0M
Trueblood Wealth Management, LLC 0.39% Reduce -1.1% 10,873 $1.0M
Element Pointe Advisors, LLC 0.19% No change 10,805 $999K
Avalon Trust Co 0.07% Reduce -12.2% 10,801 $999K
Steadtrust LLC 0.57% No change 10,800 $999K
Private Advisor Group, LLC 0.00% Reduce -34.0% 10,779 $997K
AlTi Global, Inc. 0.02% Reduce -5.8% 10,677 $988K
Investment Research & Advisory Group, Inc. 0.34% New 10,652 $987K
Gilbert & Cook, Inc. 0.13% Add +9.8% 10,496 $971K
Western Wealth Management, LLC 0.04% Reduce -13.6% 10,487 $970K
Navalign, LLC 0.24% New 10,443 $966K
Meeder Advisory Services, Inc. 0.04% Reduce -2.0% 10,248 $948K
Marnell Management LLC 0.63% Add +12.3% 10,219 $945K
Jacobi Capital Management LLC 0.05% Add +88.2% 10,216 $945K
First Bank & Trust 0.15% Add +33.4% 10,124 $936K
Praxis Investment Management Inc. 0.06% No change 10,006 $926K
Teton Advisors, LLC 0.65% Reduce -9.1% 10,000 $925K
Financial Synergies Wealth Advisors, Inc. 0.09% Add +84.9% 9,928 $918K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -23.4% 9,904 $916K
TOWER TRUST & INVESTMENT Co 0.60% Add +1.6% 9,832 $909K
Sirios Capital Management L P 0.11% Reduce -81.9% 9,784 $905K
Institute for Wealth Management, LLC. 0.10% Reduce -4.7% 9,779 $905K
RW Investment Management LLC 0.09% — 9,762 $903K
Independent Financial Group, LLC 0.02% Add +49.3% 9,732 $900K
Ancora Advisors LLC 0.02% Add +28990.9% 9,600 $888K
Hamilton Capital Partners Inc. 0.03% Reduce -78.4% 9,581 $886K
Ethic Inc. 0.01% Add +4.3% 9,580 $886K
Global Wealth Management Investment Advisory, Inc. 0.14% Add +22.4% 9,548 $883K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -19.6% 9,445 $874K
Beaumont Financial Advisors, LLC 0.06% Add +0.1% 9,373 $867K
Gateway Investment Advisers LLC 0.01% Reduce -82.5% 9,298 $860K
Bain Capital Public Equity, LP 4.79% Add +0.8% 9,296 $860K
Krilogy Financial LLC 0.03% New 8,413 $858K
Hudson Value Partners, LLC 0.25% Add +17.8% 9,230 $854K
Islay Capital Management, LLC 0.43% Add +4.5% 9,196 $851K
E&G Advisors, LLC 0.19% Add +2.3% 9,186 $850K
Trust Co. of Toledo NA 0.08% Add +9.9% 9,118 $843K
Machina Capital S.A.S. 0.17% New 9,100 $842K
Kestra Private Wealth Services, LLC 0.01% Reduce -8.9% 9,022 $835K
Kraematon Investment Advisors, Inc. 0.68% Reduce -2.6% 8,991 $832K
Moody National Bank Trust Division 0.08% Add +12.7% 8,968 $830K
Curi Capital, LLC 0.01% New 8,928 $826K
American Assets Inc. 0.28% New 5,500 $826K
Aries Wealth Management 0.18% No change 8,864 $820K
Twin Focus Capital Partners, LLC 0.09% New 8,800 $814K
Fiduciary Group, LLC 0.07% No change 8,800 $814K
Greenleaf Trust 0.01% Add +4.4% 8,621 $797K
GMO 0.00% New 8,600 $796K
Gsa Capital Partners LLP 0.05% Add +122.6% 8,574 $793K
Transcend Capital Advisors, LLC 0.06% Add +14.9% 8,553 $791K
Jessup Wealth Management, Inc 0.29% Reduce -89.3% 8,507 $787K
Signaturefd, LLC 0.01% Reduce -8.8% 8,502 $786K
Consilium Wealth Advisory, LLC 0.27% Reduce -11.8% 8,499 $786K
Evolve Private Wealth, LLC 0.04% New 8,264 $764K
Balefire, LLC 0.14% Add +35.4% 8,206 $759K
Huntington National Bank 0.01% Add +23.1% 8,021 $742K
Mgo One Seven LLC 0.01% Add +26.8% 7,963 $737K
Capital Counsel LLC 0.03% No change 7,936 $734K
Corsair Capital Management, L.P. 0.11% No change 7,834 $725K
James J. Burns & Company, LLC 0.10% Reduce -0.0% 7,774 $719K
Mutual Advisors, LLC 0.02% Add +14.4% 7,739 $716K
Gridiron Partners, LLC 0.44% No change 7,716 $714K
Duncan Williams Asset Management, LLC 0.20% Reduce -21.0% 7,698 $712K
Clearwater Capital Advisors, LLC 0.06% Add +64.8% 7,680 $710K
Fifth Third Wealth Advisors LLC 0.02% Add +4.7% 7,649 $708K
Sagespring Wealth Partners, LLC 0.01% Add +4.3% 7,635 $706K
Sompo Asset Management Co., Ltd. 0.13% Add +1.6% 7,630 $706K
Polymer Capital Management (US) LLC 0.10% Reduce -35.1% 7,588 $702K
Fusion Capital, LLC 0.19% Add +8.7% 7,586 $702K
CWA Asset Management Group, LLC 0.02% Reduce -2.5% 7,572 $700K
Coldstream Capital Management Inc. 0.01% Reduce -17.0% 7,529 $696K
Spirepoint Private Client, LLC 0.07% Reduce -0.8% 7,510 $695K
Trust Asset Management LLC 0.05% No change 7,496 $693K
Bridgewater Associates 0.00% Reduce -84.2% 7,489 $693K
Glenmede Trust Co. NA 0.00% Reduce -4.7% 7,446 $689K
Elevation Point Wealth Partners, LLC 0.02% Add +65.9% 7,417 $686K
IHT Wealth Management, LLC 0.02% Reduce -22.7% 7,398 $684K
Paradigm Asset Management Co. LLC 0.16% No change 7,354 $680K
One Capital Management, LLC 0.02% Add +1.0% 7,339 $679K
Sage Rhino Capital LLC 0.13% Reduce -0.2% 7,293 $675K
GTS Securities LLC 0.02% Reduce -20.4% 7,248 $670K
Yorktown Management & Research Co Inc 0.56% No change 7,200 $666K
Tred Avon Family Wealth, LLC 0.22% Reduce -27.5% 7,191 $665K
Guinness Asset Management LTD 0.01% Reduce -1.1% 7,147 $661K
ExodusPoint Capital Management, LP 0.01% Reduce -88.0% 7,139 $660K
Mosaic Financial Group, LLC 0.46% Add +0.2% 7,011 $649K
Bramshill Investments, LLC 0.06% New 7,000 $648K
Tradition Wealth Management, LLC 0.05% Add +22.2% 6,975 $645K
Aigen Investment Management, LP 0.17% New 6,957 $644K
Prelude Capital Management, LLC 0.05% Add +243.9% 6,950 $643K
ATX Financial Planning, LLC 0.49% Add +9.9% 6,948 $643K
Visionary Wealth Advisors 0.03% Add +0.5% 6,946 $643K
Norway Savings Bank 0.30% Add +141.8% 6,922 $640K
Arax Advisory Partners 0.02% Add +44.4% 6,900 $639K
Moors & Cabot, Inc. 0.03% Add +5.0% 6,903 $638K
Stratos Wealth Partners, LTD. 0.01% Reduce -40.5% 6,887 $637K
Westpac Banking Corp. 0.04% Reduce -11.8% 6,856 $634K
Wealthcare Advisory Partners LLC 0.01% Reduce -4.2% 6,830 $632K
Calydon Capital 0.10% Add +32.5% 6,812 $630K
Evoke Wealth, LLC 0.01% Add +124.7% 6,799 $629K
Premier Path Wealth Partners, LLC 0.08% Add +5.6% 6,767 $626K
Nalls Sherbakoff Group, LLC 0.46% No change 6,737 $623K
Ritholtz Wealth Management 0.01% Reduce -2.6% 6,735 $623K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -9.1% 6,728 $622K
Investors Research Corp 0.12% New 6,725 $622K
Sagewood Asset Management LP 0.19% Add +74.1% 6,714 $621K
JTC Employer Solutions Trustee Ltd 0.05% No change 6,657 $617K
OpenArc Corporate Advisory, LLC 0.01% Add +84.0% 6,665 $617K
Prime Capital Investment Advisors, LLC 0.01% Reduce -70.8% 6,633 $614K
Dynamic Advisor Solutions LLC 0.02% Reduce -8.4% 6,613 $612K
Douglas Lane & Associates, LLC 0.01% No change 6,481 $600K
Red Door Wealth Management, LLC 0.06% Add +5.9% 6,461 $598K
Ossiam 0.01% Reduce -19.1% 6,459 $597K
Ascentis Independent Advisors 0.05% Reduce -33.6% 6,449 $597K
Family Manage LLC 0.07% Add +41.4% 6,434 $595K
Fidelis Capital Partners, LLC 0.04% Reduce -47.4% 6,416 $593K
Cigna Investments Inc. 0.09% Reduce -2.5% 6,359 $588K
NorthCrest Asset Manangement, LLC 0.02% Add +193.6% 6,420 $586K
Mendel Capital Management LLC 0.29% — 6,311 $584K
VELA Investment Management, LLC 0.15% Reduce -19.9% 6,310 $584K
Schwarz Dygos Wheeler Investment Advisors LLC 0.12% No change 6,274 $580K
Allianz SE 0.01% Reduce -20.9% 6,260 $579K
RiverFront Investment Group, LLC 0.01% Add +10.0% 6,247 $578K
Financial Engines Advisors L.L.C. 0.00% Reduce -21.6% 6,223 $576K
Profund Advisors LLC 0.02% Reduce -18.7% 6,153 $569K
Ameritas Investment Partners, Inc. 0.02% No change 6,143 $568K
Schonfeld Strategic Advisors LLC 0.00% Reduce -96.9% 6,142 $568K
Old National Bancorp 0.01% Reduce -9.0% 6,108 $565K
Insigneo Advisory Services, LLC 0.04% Add +41.3% 6,073 $562K
Firethorn Wealth Partners, LLC 0.20% Reduce -6.5% 6,039 $559K
Axiom Investment Management LLC 0.42% — 6,000 $555K
OneDigital Investment Advisors LLC 0.01% Reduce -37.9% 5,970 $552K
Frec Markets, Inc. 0.09% Add +63.9% 5,959 $551K
Tower Research Capital LLC (TRC) 0.01% Reduce -76.2% 5,890 $545K
Sawgrass Asset Management LLC 0.08% No change 5,861 $542K
Brady Martz Wealth Solutions, LLC 0.09% Add +67.7% 5,839 $540K
Dynasty Wealth Management, LLC 0.00% Add +163.1% 5,832 $539K
Intact Investment Management Inc. 0.02% No change 5,800 $537K
Pallas Capital Advisors LLC 0.02% New 5,791 $536K
Cassaday & Co Wealth Management LLC 0.01% Add +34.6% 5,781 $535K
Welch & Forbes LLC 0.01% No change 5,781 $535K
LexAurum Advisors, LLC 0.07% — 5,780 $535K
U.S. Capital Wealth Advisors, LLC 0.01% Add +8.1% 5,762 $533K
Register Financial Advisors LLC 0.20% Add +43.3% 5,748 $532K
Knightsbridge Asset Management, LLC 0.07% Add +33.2% 5,660 $524K
Union Bancaire Privee, UBP SA 0.01% Add +54.2% 6,023 $518K
Cary Street Partners Financial LLC 0.01% Add +12.7% 5,580 $516K
Elequin Capital, LP 0.16% Add +3752.1% 5,547 $513K
Diversified Trust Co. 0.01% Reduce -0.3% 5,546 $513K
Penobscot Investment Management Company, Inc. 0.04% No change 5,500 $509K
Marks Group Wealth Management, Inc 0.05% Reduce -57.2% 5,493 $508K
Drake & Associates, LLC 0.10% Reduce -25.0% 5,487 $508K
XML Financial, LLC 0.04% Reduce -14.6% 5,474 $506K
Forum Financial Management, LP 0.01% Reduce -44.3% 5,462 $505K
Wealth Preservation Advisors, LLC 0.42% Add +36.3% 5,450 $504K
B. Riley Wealth Advisors, Inc. 0.03% Add +0.1% 5,564 $503K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -64.6% 5,426 $502K
Obermeyer Wealth Partners 0.02% Reduce -5.2% 5,404 $500K
Forefront Wealth Partners, LLC 0.21% Add +50.4% 5,342 $494K
Sigma Planning Corp 0.01% Add +23.0% 5,343 $494K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -3.2% 5,340 $494K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +897.0% 5,334 $493K
Cornerstone Wealth Management, LLC 0.02% Reduce -21.8% 5,317 $492K
Erste Asset Management GmbH 0.00% Reduce -95.4% 5,426 $490K
Norden Group LLC 0.05% Add +74.9% 5,269 $487K
Z3 Capital Partners, LLC 0.12% No change 5,267 $487K
Rothschild Wealth LLC 0.04% New 5,265 $487K
Canandaigua National Trust Co of Florida 0.39% New 5,240 $485K
Perigon Wealth Management, LLC 0.01% Add +1.0% 5,229 $484K
Fort Sheridan Advisors LLC 0.06% Add +23.0% 5,212 $482K
Baker Tilly Wealth Management, LLC 0.12% Reduce -11.8% 5,180 $479K
Sterling Capital Management LLC 0.01% Reduce -35.7% 5,165 $478K
Laurel Oak Wealth Management, LLC 0.08% Add +1.6% 5,136 $475K
Glenview Trust Co 0.01% Reduce -27.3% 5,133 $475K
Crestwood Advisors Group, LLC 0.01% Reduce -8.3% 5,122 $474K
Baker Avenue Asset Management, LP 0.01% New 5,084 $470K
Legacy Wealth Management, LLC / MS 0.13% No change 5,048 $467K
Principle Wealth Partners LLC 0.03% No change 5,030 $465K
Jump Financial, LLC 0.01% Add +1.5% 4,977 $460K
Signature Estate & Investment Advisors LLC 0.01% Reduce -94.9% 4,948 $458K
RFG Advisory, LLC 0.01% Reduce -42.2% 4,946 $458K
MASTERINVEST Kapitalanlage GmbH 0.05% Add +107.9% 4,928 $456K
Sig Brokerage, LP 0.13% New 4,889 $452K
Edgemoor Investment Advisors, Inc. 0.04% No change 4,886 $452K
PFG Investments, LLC 0.02% New 4,807 $445K
Advisors Asset Management, Inc. 0.01% Reduce -29.9% 4,782 $442K
Everhart Financial Group, Inc. 0.04% Add +44.0% 4,768 $441K
NFC Investments, LLC 0.12% Add +0.2% 4,750 $439K
StoneX Group Inc. 0.02% Reduce -32.3% 4,741 $439K
Wedmont Private Capital 0.01% Reduce -34.6% 4,640 $436K
Aft, Forsyth & Sober, LLC 0.13% No change 4,700 $435K
Duncker Streett & Co. Inc. 0.08% No change 4,700 $435K
Caprock Group, LLC 0.01% Reduce -53.3% 4,695 $434K
Supplemental Annuity Collective Trust of NJ 0.12% New 4,647 $430K
Evelyn Partners Investment Management LLP 0.01% No change 4,640 $429K
Vinva Investment Management Ltd 0.01% Add +15.2% 4,719 $426K
First National Trust Co 0.01% Reduce -0.2% 4,588 $424K
Perennial Investment Advisors, LLC 0.03% Add +9.5% 4,554 $421K
Joel Isaacson & Co., LLC 0.01% Add +0.1% 4,541 $420K
Valeo Financial Advisors, LLC 0.01% Reduce -33.9% 4,525 $419K
Smith Shellnut Wilson LLC 0.18% No change 4,478 $414K
Fox Run Management, L.L.C. 0.07% New 4,584 $414K
Samalin Investment Counsel, LLC 0.15% Reduce -2.1% 4,449 $412K
Parcion Private Wealth LLC 0.03% Add +8.0% 4,435 $410K
Flatrock Wealth Partners LLC 0.18% Add +14.0% 4,431 $410K
CNB Bank 0.17% Add +26.2% 4,422 $409K
Apella Capital, LLC 0.01% Reduce -0.2% 3,939 $408K
Accuvest Global Advisors 0.38% Reduce -83.6% 4,373 $405K
Ballentine Partners, LLC 0.01% Reduce -15.4% 4,375 $405K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 4,373 $405K
Rossmore Private Capital 0.04% New 4,360 $403K
Fjell Capital, LLC 0.31% Reduce -16.1% 4,353 $403K
Spirit of America Management Corp. 0.08% No change 4,350 $402K
Canvas Wealth Advisors, LLC 0.07% Add +133.4% 4,342 $402K
Stratos Investment Management, LLC 0.02% Reduce -4.8% 4,323 $400K
Waddell & Associates, LLC 0.02% New 4,315 $399K
Intrust Bank NA 0.03% Add +164.9% 4,302 $398K
KCM Investment Advisors LLC 0.01% Add +0.8% 4,267 $395K
FreeGulliver LLC 0.17% Add +5.3% 4,258 $394K
Syon Capital LLC 0.02% Reduce -30.8% 4,243 $392K
Aaron Wealth Advisors LLC 0.02% Reduce -25.7% 4,237 $392K
Patriot Financial Group Insurance Agency, LLC 0.02% Add +109.5% 4,218 $390K
V-Square Quantitative Management LLC 0.04% Add +58.7% 4,208 $389K
Haverford Trust Co 0.00% Add +8.9% 4,182 $387K
Kesler, Norman & Wride, LLC 0.07% Add +11.7% 4,167 $385K
Drive Wealth Management, LLC 0.08% Add +74.3% 4,158 $385K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.5% 3,690 $381K
Smartleaf Asset Management LLC 0.01% Reduce -11.7% 4,152 $375K
Hardin Capital Partners, LLC 0.17% Add +6.0% 4,043 $374K
Platform Technology Partners 0.07% Add +32.8% 4,039 $374K
Kavar Capital Partners Group, LLC 0.05% Reduce -0.2% 4,022 $372K
BNP Paribas 0.01% Reduce -74.3% 3,997 $370K
Sunbelt Securities, Inc. 0.02% Add +3.6% 3,991 $369K
D.A. Davidson & Co. 0.00% Reduce -51.4% 3,978 $368K
Exchange Traded Concepts, LLC 0.00% Add +47.4% 3,977 $368K
Vision Retirement, LLC 0.10% Add +3.3% 3,971 $367K
one8zero8, LLC 0.08% Add +1.3% 3,950 $365K
Wick Capital Partners, LLC 0.07% New 3,933 $364K
ProVise Management Group, LLC 0.03% Reduce -9.1% 3,895 $360K
Hantz Financial Services, Inc. 0.01% Add +139.1% 3,873 $358K
Mainstay Capital Management LLC 0.03% Reduce -2.4% 3,868 $358K
Northeast Investment Management 0.01% Reduce -56.6% 3,829 $354K
Berkshire Asset Management LLC 0.02% Add +0.2% 3,825 $354K
Soltis Investment Advisors LLC 0.02% Add +66.4% 3,808 $352K
TAGStone Capital, Inc. 0.12% Add +0.2% 3,805 $352K
Fiduciary Trust Co 0.00% New 3,805 $352K
Ade, LLC 0.17% No change 3,805 $352K
Beese Fulmer Investment Management, Inc. 0.02% New 3,802 $352K
Bingham Private Wealth, LLC 0.28% Add +13.2% 3,790 $351K
Pines Wealth Management, LLC 0.11% Reduce -15.2% 3,790 $351K
Savant Capital, LLC 0.00% Add +48.7% 3,767 $348K
Integrated Investment Consultants, LLC 0.07% Reduce -50.9% 3,750 $347K
CreativeOne Wealth, LLC 0.01% Add +76.3% 3,712 $343K
Roundview Capital LLC 0.02% Add +78.3% 3,709 $343K
Davis R M Inc. 0.01% Reduce -0.1% 3,700 $342K
Formidable Asset Management, LLC 0.05% Add +14.5% 2,681 $342K
L2 Asset Management, LLC 0.03% Add +7.4% 3,687 $341K
Catalyst Private Wealth, LLC 0.18% Add +3.4% 3,674 $340K
Diversified Management Inc. 0.06% New 3,674 $340K
Cypress Wealth Services, LLC 0.05% Add +8.5% 3,670 $340K
Patton Fund Management, Inc. 0.06% Add +96.9% 3,659 $338K
Procyon Advisors, LLC 0.02% Add +5.4% 3,636 $336K
Wealthspire Advisors, LLC 0.00% Reduce -50.5% 3,630 $336K
Diversify Wealth Management, LLC 0.01% New 3,372 $335K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +16.7% 3,604 $333K
AlphaCore Capital LLC 0.01% Add +361.8% 3,602 $333K
HHM Wealth Advisors, LLC 0.04% Add +0.0% 3,598 $333K
Johnson Financial Group, Inc. 0.01% Reduce -11.1% 3,597 $333K
CENTRAL TRUST Co 0.01% Reduce -54.3% 3,587 $332K
Cercano Management LLC 0.01% No change 3,560 $329K
First City Capital Management, Inc. 0.17% Reduce -3.5% 3,541 $328K
S-Bank Fund Management Ltd 0.05% Reduce -3.6% 3,538 $327K
Panagora Asset Management Inc. 0.00% No change 3,532 $327K
Tranquility Partners, LLC 0.12% Add +124.1% 3,532 $327K
Kovack Advisors, Inc. 0.02% Reduce -22.9% 3,565 $326K
Dudley Capital Management, LLC 0.14% Reduce -1.4% 3,520 $326K
Abel Hall, LLC 0.07% Add +95.7% 3,471 $321K
Cornerstone Advisory, LLC 0.03% Add +1.3% 3,465 $321K
Genesis Private Wealth, LLC 0.10% Add +9.8% 3,443 $318K
Snowwater Investment Partners, LLC 0.30% Add +71.9% 3,438 $318K
Commerzbank Aktiengesellschaft 0.01% Reduce -5.6% 3,398 $314K
Wealth Quarterback LLC 0.12% Add +2.9% 3,394 $314K
NorthCoast Asset Management LLC 0.01% New 3,393 $314K
Leavell Investment Management, Inc. 0.01% Reduce -3.3% 3,393 $314K
Nations Financial Group Inc, /Ia/ 0.02% New 3,378 $313K
AlphaGrep UK Ltd 0.09% Reduce -5.6% 3,377 $312K
Coastline Trust Co 0.03% Reduce -34.8% 3,343 $309K
Oxford Financial Group, LTD. LLC 0.02% Reduce -0.7% 3,334 $308K
Cambria Investment Management, L.P. 0.02% New 3,333 $308K
Verition Fund Management LLC 0.00% Reduce -96.1% 3,328 $308K
Manchester Capital Management LLC 0.04% Reduce -3.7% 3,327 $308K
Advisor OS, LLC 0.02% Reduce -58.9% 3,319 $307K
Boltwood Capital Management 0.08% Add +52.1% 3,319 $307K
Sovereign Financial Group, Inc. 0.05% Reduce -0.1% 3,314 $307K
Spinnaker Investment Group, LLC 0.06% Reduce -1.2% 3,269 $302K
SteelPeak Wealth, LLC 0.01% Add +27.7% 3,256 $301K
Silver Oak Securities, Incorporated 0.02% Reduce -15.1% 3,249 $301K
Dogwood Wealth Management LLC 0.13% Reduce -39.6% 3,248 $300K
Hodges Capital Management Inc. 0.02% Add +0.1% 3,217 $298K
Banco BTG Pactual S.A. 0.06% New 3,211 $297K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.1% 3,140 $290K
Pring Turner Capital Group Inc. 0.17% No change 2,275 $290K
VestGen Advisors, LLC 0.01% New 2,910 $289K
Kera Capital Partners, Inc. 0.04% Add +14.2% 3,124 $289K
Two Sigma Securities, LLC 0.03% Reduce -51.7% 3,120 $289K
Financial Partners Group, Inc 0.03% Add +28.7% 3,115 $288K
Wedbush Securities Inc. 0.01% Reduce -28.8% 3,118 $288K
Nemes Rush Group LLC 0.03% Add +2.4% 3,110 $288K
Los Angeles Capital Management LLC 0.00% No change 3,109 $288K
Klingman & Associates, LLC 0.01% Add +3.0% 3,083 $285K
Souders Financial Advisors 0.03% Add +17.0% 3,070 $284K
Sweeney & Michel, LLC 0.08% Add +0.2% 2,876 $282K
Advisors Capital Management, LLC 0.00% Reduce -17.8% 3,049 $282K
Fi3 FINANCIAL ADVISORS, LLC 0.08% New 3,022 $280K
Cadent Capital Advisors, LLC 0.07% No change 3,020 $279K
Rochester Wealth Strategies, LLC 0.17% No change 3,010 $278K
Mill Creek Capital Advisors, LLC 0.01% Reduce -1.5% 3,005 $278K
Wellington Shields & Co., LLC 0.07% No change 3,000 $278K
Citizens National Bank Trust Department 0.05% Reduce -10.4% 3,000 $278K
Mayflower Financial Advisors, LLC 0.03% Add +4.0% 2,907 $269K
10Elms LLP 0.18% Reduce -28.8% 2,901 $268K
Wellington Shields Capital Management, LLC 0.04% Reduce -81.3% 2,900 $268K
Crawford Investment Counsel Inc. 0.00% Reduce -1.4% 2,900 $268K
FourThought Financial Partners, LLC 0.02% Add +12.5% 2,892 $268K
Conning Inc. 0.01% Reduce -12.6% 2,885 $267K
Pension & Wealth Management Advisors, Inc. 0.08% Add +39.8% 2,883 $267K
Ostrum Asset Management 0.01% Add +345.4% 2,855 $264K
LFA - Lugano Financial Advisors SA 0.13% No change 2,850 $264K
Northwest Wealth Management, LLC 0.04% New 2,846 $263K
Essex Bank 0.06% Add +1.1% 2,843 $263K
Naviter Wealth, LLC 0.03% Add +0.2% 2,839 $263K
Legacy Advisors, LLC 0.03% Add +16.9% 2,832 $262K
Fragasso Financial Advisors Inc 0.02% Reduce -35.5% 2,877 $262K
Ashton Thomas Private Wealth, LLC 0.01% New 2,824 $261K
Trust Point Inc. 0.02% New 2,824 $261K
Foundations Investment Advisors, LLC 0.00% Reduce -7.1% 2,822 $261K
1832 Asset Management L.P. 0.00% Reduce -21.9% 2,820 $261K
Legacy Financial Advisors, Inc. 0.04% New 2,816 $260K
Maia Wealth LLC 0.04% Add +1.1% 2,776 $257K
Alta Advisers Ltd 0.09% No change 2,763 $256K
Ballast, Inc. 0.06% No change 2,752 $255K
1900 Wealth Management LLC 0.02% Add +60.5% 2,741 $254K
Avantax Planning Partners, Inc. 0.01% Add +35.0% 2,700 $250K
Range Advisory, LLC 0.05% New 2,682 $248K
Guyasuta Investment Advisors Inc. 0.01% Reduce -6.5% 2,666 $247K
Cypress Point Wealth Management, LLC 0.05% Add +14.1% 2,652 $245K
Diligent Investors, LLC 0.06% Reduce -18.5% 2,645 $245K
Washington Trust Bank 0.02% No change 2,644 $245K
NFSG Corp 0.04% Add +0.1% 2,642 $244K
North Capital, Inc. 0.21% Add +0.5% 2,640 $244K
Allen Mooney & Barnes Investment Advisors LLC 0.04% No change 2,630 $243K
Horizon Bancorp Inc. 0.12% Add +3.8% 2,622 $243K
Wealthspire Retirement, LLC 0.01% Add +0.3% 2,623 $243K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,616 $242K
UMB Bank, n.a. 0.00% Reduce -21.5% 2,602 $241K
Savvy Advisors, Inc. 0.01% Reduce -7.5% 2,600 $240K
Dakota Wealth Management 0.01% Reduce -21.1% 2,600 $240K
Evercore Wealth Management, LLC 0.00% Reduce -0.8% 2,582 $239K
Frank, Rimerman Advisors LLC 0.02% Reduce -48.9% 2,548 $236K
Bull Harbor Capital LLC 0.06% — 2,535 $234K
Ausdal Financial Partners, Inc. 0.01% Add +12.7% 2,533 $234K
E Fund Management Co., Ltd. 0.01% — 2,531 $234K
Partners Capital Investment Group, LLP 0.01% No change 2,529 $234K
NorthRock Partners, LLC 0.00% Add +45.6% 2,526 $234K
Farmers National Bank 0.05% New 2,524 $233K
Mather Group, Llc. 0.00% Add +45.6% 2,523 $233K
Freestone Capital Holdings, LLC 0.01% Reduce -0.6% 2,508 $232K
Ssi Investment Management LLC 0.02% No change 2,474 $229K
BlueStem Wealth Partners, LLC 0.03% Add +18.3% 2,447 $226K
Earned Wealth Advisors, LLC 0.01% New 2,430 $225K
Northwest Bancshares, Inc. 0.04% No change 2,425 $224K
Corundum Group, Inc. 0.07% Add +20.0% 2,410 $223K
D'Orazio & Associates, Inc. 0.03% Reduce -1.1% 2,400 $222K
J. Goldman & Co LP 0.01% New 2,400 $222K
Banque Pictet & Cie SA 0.00% No change 2,400 $222K
Fisher Asset Management 0.00% Reduce -2.1% 2,396 $222K
Sand Hill Global Advisors, LLC 0.01% No change 2,381 $220K
Prosperity Consulting Group, LLC 0.01% Reduce -29.0% 2,375 $220K
Performance Wealth Partners, LLC 0.01% Reduce -98.7% 2,373 $220K
Stamos Capital Partners, L.P. 0.03% New 2,357 $218K
Clark Capital Management Group, Inc. 0.00% Add +21.0% 2,336 $216K
First Growth Capital LLC 0.20% Add +0.0% 2,363 $216K
PDS Planning, Inc 0.01% Reduce -4.4% 2,317 $214K
Aviance Capital Partners, LLC 0.03% No change 2,316 $214K
Defiance ETFs, LLC 0.00% New 2,282 $211K
Urban Wealth Management, LLC 0.22% Reduce -32.6% 2,275 $210K
Howard Capital Management, LLC 0.00% Reduce -49.5% 2,260 $209K
Quotient Wealth Partners, LLC 0.01% Reduce -18.7% 2,260 $209K
Millennium Capital Advisors, LLC 0.13% Reduce -28.5% 2,255 $209K
Stratos Wealth Advisors, LLC 0.01% Reduce -13.1% 2,254 $209K
Avidian Wealth Enterprises, LLC 0.01% Add +9.7% 2,249 $208K
Calamos Wealth Management LLC 0.01% Reduce -2.2% 2,242 $207K
Calamos Advisors LLC 0.00% New 2,242 $207K
Kingsview Wealth Management, LLC 0.00% Add +7.0% 2,238 $207K
Leo Wealth, LLC 0.01% Reduce -82.7% 2,236 $207K
Continuum Advisory, LLC 0.02% Reduce -42.6% 2,228 $206K
Stock Yards Bank & Trust Co. 0.01% Add +9.9% 2,228 $206K
Americana Partners, LLC 0.01% Reduce -27.3% 2,226 $206K
Founders Financial Alliance, LLC 0.04% Add +3.3% 2,220 $205K
Prota Financial, LLC 0.15% Reduce -15.5% 2,219 $205K
WealthPlan Investment Management, LLC 0.01% New 2,218 $205K
71 West Capital Partners 0.01% Add +40.8% 2,217 $205K
Cary Street Partners Investment Advisory LLC 0.05% Add +16.1% 2,212 $205K
LVW Advisors, LLC 0.02% New 2,198 $203K
Xxi Wealth, LLC 0.11% Reduce -14.4% 2,187 $202K
CenterBook Partners LP 0.01% Reduce -76.5% 2,178 $201K
Natural Investments, LLC 0.05% No change 2,174 $201K
Composition Wealth, LLC 0.00% Reduce -5.2% 2,166 $200K
First Horizon Corp. 0.01% Reduce -31.5% 2,103 $195K
Certuity, LLC 0.01% Reduce -91.7% 2,101 $194K
YANKCOM Partnership 0.08% Add +54.5% 2,067 $191K
Zions Bancorporation, National Association 0.01% Reduce -75.3% 2,041 $189K
Granite FO LLC 0.11% No change 2,000 $185K
St Germain D J Co. Inc. 0.01% No change 1,993 $184K
Quent Capital, LLC 0.01% Reduce -33.8% 1,967 $182K
Greykasell Wealth Strategies, Inc. 0.07% No change 1,940 $179K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 1,880 $174K
CYBER HORNET ETFs LLC 0.11% Reduce -3.4% 1,885 $172K
Quadrant Capital Group LLC 0.01% Reduce -87.1% 1,846 $171K
TFC Financial Management, Inc. 0.02% Reduce -16.9% 1,840 $170K
Centaurus Financial, Inc. 0.01% Reduce -78.8% 1,841 $170K
Private Trust Co. NA 0.02% Reduce -2.6% 1,830 $169K
Bogart Wealth, LLC 0.01% No change 1,810 $167K
Rosenberg Matthew Hamilton 0.03% Reduce -17.9% 1,778 $164K
Golden State Wealth Management, LLC 0.02% Reduce -51.8% 1,770 $164K
Intesa Sanpaolo Wealth Management 0.04% Add +4097.6% 1,721 $159K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.8% 1,721 $159K
Unison Asset Management LLC 0.07% No change 1,668 $154K
Montag A & Associates Inc. 0.01% No change 1,500 $139K
Cromwell Holdings LLC 0.08% Reduce -32.2% 1,443 $133K
Quarry LP 0.03% Add +118.5% 1,440 $133K
Stelac Advisory Services LLC 0.03% Reduce -2.7% 1,423 $132K
Loomis Sayles & Co. L P 0.00% Reduce -15.6% 1,409 $130K
Hoey Investments, Inc. 0.02% No change 1,408 $130K
Advocate Investing Services LLC 0.11% No change 1,400 $130K
United Community Bank 0.04% Add +5.3% 1,388 $128K
Tripletail Wealth Management, LLC 0.17% Reduce -45.3% 1,330 $121K
MCF Advisors LLC 0.01% Reduce -4.0% 1,308 $121K
Hills Bank & Trust Co 0.01% Reduce -63.8% 1,293 $120K
Tower View Wealth Management LLC 0.06% Add +0.2% 1,254 $116K
Parkside Financial Bank & Trust 0.01% Reduce -7.6% 1,254 $116K
Atlas Capital Advisors Inc. 0.01% Add +52.8% 1,221 $113K
GF Fund Management Co. LTD. 0.00% New 1,218 $113K
International Assets Investment Management, LLC 0.01% Reduce -6.5% 1,225 $112K
Limestone Investment Advisors LP 0.05% Add +1900.0% 1,200 $111K
Harbor Asset Planning, Inc. 0.09% No change 1,197 $111K
Cornerstone Planning Group LLC 0.01% Add +10.3% 1,040 $106K
Financial Perspectives, Inc 0.03% No change 1,120 $104K
Signature Equity Partners, LLC 0.05% Add +26.9% 1,090 $101K
Essential Partners LLC 0.03% Add +3440.0% 1,062 $98K
Oslo Pensjonsforsikring AS 0.01% — 1,043 $96K
SJS Investment Consulting Inc. 0.01% Add +97.7% 1,040 $96K
CVA Family Office, LLC 0.01% Add +47.4% 1,039 $96K
Hollencrest Capital Management 0.00% Add +444.2% 1,034 $96K
Motco 0.01% Reduce -2.9% 1,024 $95K
Sound Income Strategies, LLC 0.00% Reduce -4.6% 1,034 $94K
Vermillion Wealth Management, Inc. 0.04% Add +1.2% 1,019 $94K
Boreal Capital Management LLC 0.09% No change 1,009 $93K
3 Factor Indexing, LLC 0.09% — 1,000 $93K
Delta Asset Management LLC 0.01% No change 981 $91K
Harbor Investment Advisory, LLC 0.01% Reduce -59.8% 952 $88K
Webster Bank, N. A. 0.01% Reduce -14.5% 944 $87K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +32.8% 890 $82K
Lodestone Wealth Management LLC 0.03% Add +35.8% 884 $82K
NBT Bank, N.A. 0.01% Add +581.9% 866 $80K
Harbour Investments, Inc. 0.00% Add +6.4% 859 $80K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -42.1% 814 $75K
Capula Management Ltd 0.00% Add +71.5% 799 $74K
J.Safra Asset Management Corp 0.00% Reduce -15.8% 794 $73K
Twin Peaks Wealth Advisors, LLC 0.02% New 785 $73K
AdvisorNet Financial, Inc 0.00% Reduce -63.3% 760 $70K
Tsfg, LLC 0.01% No change 726 $67K
Valley National Advisers Inc. 0.01% Reduce -24.1% 726 $67K
Crewe Advisors LLC 0.01% Add +343.5% 714 $66K
CX Institutional 0.00% Reduce -77.7% 703 $65K
Perkins Coie Trust Co 0.01% No change 677 $63K
Activest Wealth Management 0.01% Add +354.7% 673 $62K
Wall Street Financial Group, Inc. 0.03% New 631 $58K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +54.7% 631 $58K
Rialto Wealth Management, LLC 0.01% Add +0.2% 606 $56K
Versant Capital Management, Inc 0.01% Reduce -67.1% 595 $55K
Oakworth Capital, Inc. 0.00% No change 591 $55K
Deseret Mutual Benefit Administrators 0.02% Add +98.3% 571 $53K
Arcadia Investment Management Corp. 0.01% No change 568 $53K
Strategic Wealth Partners, Ltd. 0.00% Reduce -11.9% 542 $50K
Atlantic Union Bankshares Corp 0.00% Add +91.5% 542 $50K
Mountain Hill Investment Partners Corp. 0.03% Add +25.6% 540 $50K
Owl Creek Wealth Partners LLC 0.02% — 537 $50K
Blue Trust, Inc. 0.00% Reduce -73.6% 514 $48K
Cheviot Value Management, LLC 0.00% No change 510 $47K
Alerus Financial NA 0.00% Reduce -64.3% 505 $47K
Global Assets Advisory, LLC 0.01% New 500 $46K
Compagnie Lombard Odier SCmA 0.00% No change 500 $46K
CoreCap Advisors, LLC 0.00% Add +2.9% 499 $46K
Grove Bank & Trust 0.01% Reduce -0.2% 498 $46K
Root Financial Partners, LLC 0.00% Reduce -31.9% 496 $46K
Opal Wealth Advisors, LLC 0.01% New 488 $45K
Bruce G. Allen Investments, LLC 0.03% Add +12.5% 487 $45K
VSM Wealth Advisory, LLC 0.01% Add +0.2% 482 $45K
Salem Investment Counselors Inc. 0.00% New 470 $43K
Transamerica Financial Advisors, LLC 0.00% Add +45.5% 457 $42K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -90.5% 450 $42K
Farmers & Merchants Investments Inc. 0.00% No change 445 $41K
Hazlett, Burt & Watson, Inc. 0.01% No change 450 $41K
BankPlus Trust Department 0.01% No change 440 $41K
Glen Eagle Advisors, LLC 0.01% No change 437 $40K
Barnes Dennig Private Wealth Management LLC 0.04% No change 436 $40K
Smallwood Wealth Investment Management, LLC 0.02% Add +0.2% 434 $40K
American Capital Advisory, LLC 0.02% Reduce -27.6% 431 $40K
JPL Wealth Management, LLC 0.01% New 420 $39K
GHP Investment Advisors, Inc. 0.00% New 418 $39K
Steph & Co. 0.01% Add +7.5% 413 $38K
Western Pacific Wealth Management, LP 0.04% Add +34.8% 387 $36K
True Wealth Design, LLC 0.01% Add +364.2% 376 $35K
Silvant Capital Management LLC 0.00% Reduce -94.8% 375 $35K
Lanark Financial, Inc. 0.00% Reduce -22.7% 374 $35K
Salomon & Ludwin, LLC 0.00% Reduce -19.4% 369 $34K
Rossby Financial, LCC 0.01% Add +420.0% 364 $33K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -16.6% 348 $32K
Global X Japan Co., Ltd. 0.00% New 347 $32K
Hanson & Doremus Investment Management 0.00% Add +83.3% 330 $31K
SRH Advisors, LLC 0.01% Add +0.3% 328 $30K
CGC Financial Services, LLC 0.01% No change 325 $30K
First Command Advisory Services, Inc. 0.00% Add +2845.4% 324 $30K
Missouri Trust & Investment Co 0.01% No change 320 $30K
Truvestments Capital LLC 0.01% No change 310 $29K
RMG Wealth Management LLC 0.00% No change 288 $29K
Ameriflex Group, Inc. 0.01% Reduce -0.7% 304 $28K
Tiaa Trust, National Association 0.00% Reduce -99.4% 281 $26K
Keating Financial Advisory Services, Inc. 0.00% Add +13.2% 275 $25K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.7% 273 $25K
Joseph Group Capital Management 0.01% New 272 $25K
First United Bank & Trust 0.01% Reduce -10.7% 267 $25K
Asset Planning,Inc 0.02% Reduce -61.6% 257 $24K
GW&K Investment Management, LLC 0.00% Reduce -18.5% 251 $23K
Basecamp Wealth Advisors LLC 0.00% Add +132.1% 246 $23K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 242 $22K
Wilkerson Advisory Group LLC 0.01% Add +135.6% 238 $22K
Armstrong Advisory Group, Inc. 0.00% No change 232 $21K
Covestor Ltd 0.01% Reduce -38.6% 213 $20K
Kemnay Advisory Services Inc. 0.00% Reduce -21.0% 215 $20K
GGM Financial LLC 0.01% No change 206 $19K
Napier Financial, LLC 0.00% New 206 $19K
Crews Bank & Trust 0.00% No change 204 $19K
Benson Wealth Management INC 0.03% Add +525.0% 200 $19K
ESL Trust Services, LLC 0.00% No change 200 $19K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -95.0% 200 $19K
Bayforest Capital Ltd 0.02% New 196 $18K
Private Wealth Asset Management, LLC 0.00% Reduce -2.5% 194 $18K
Pinnacle Bancorp, Inc. 0.00% Reduce -11.1% 176 $16K
Penserra Capital Management LLC 0.00% Add +15.1% 183 $16K
Destiny Wealth Partners, LLC 0.00% New 170 $16K
Forum Finance Group S.A. 0.01% — 200 $14K
Sachetta, LLC 0.01% Add +68.5% 150 $14K
Morse Asset Management, Inc 0.00% Reduce -18.9% 150 $14K
Philadelphia Investment Partners, LLC 0.01% — 148 $14K
Wealth Science Advisors LLC 0.01% New 105 $13K
Kilter Group LLC 0.01% Add +28.0% 137 $13K
Legacy Wealth Managment, LLC 0.01% Add +84.7% 133 $12K
LRI Investments, LLC 0.00% New 131 $12K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 130 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -12.9% 128 $12K
High Note Wealth, LLC 0.00% Add +53.7% 126 $12K
Highline Wealth Partners LLC 0.00% Reduce -25.0% 123 $11K
Meeder Asset Management Inc. 0.00% Reduce -21.4% 121 $11K
Strategic Investment Solutions, Inc. 0.00% New 120 $11K
Creative Financial Designs Inc. 0.00% Add +9.2% 119 $11K
IFS Advisors, LLC 0.01% No change 119 $11K
Capital Advisors, Ltd. LLC 0.00% Add +35.2% 123 $11K
IMG Wealth Management, Inc. 0.01% Add +3800.0% 117 $11K
MTM Investment Management, LLC 0.00% No change 113 $10K
Summit Securities Group LLC 0.01% Reduce -88.9% 113 $10K
Kings Path Partners LLC 0.00% Reduce -79.9% 112 $10K
Abound Wealth Management 0.00% Reduce -35.1% 111 $10K
Richardson Capital Management LLC 0.00% New 109 $10K
Westfuller Advisors, LLC 0.00% Add +17.7% 93 $9K
Financial Management Professionals, Inc. 0.00% Reduce -43.4% 90 $8K
Murphy & Mullick Capital Management Corp 0.01% No change 89 $8K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +91.1% 86 $8K
WPG Advisers, LLC 0.01% Reduce -74.9% 84 $8K
Ballast Advisors LLC 0.00% New 84 $8K
Wolff Wiese Magana LLC 0.00% Add +13.9% 82 $8K
SHP Wealth Management 0.00% Add +65.3% 81 $8K
Southern Michigan Bank & Trust 0.00% — 81 $7K
Laurion Capital Management LP 0.00% Reduce -26.6% 80 $7K
MV Capital Management, Inc. 0.00% Reduce -69.4% 75 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 75 $7K
Private Wealth Management Group, LLC 0.00% Add +41.7% 68 $6K
Bfsg, LLC 0.00% New 68 $6K
Aventura Private Wealth, LLC 0.00% No change 67 $6K
HM Payson & Co. 0.00% Reduce -44.5% 66 $6K
Westside Investment Management, Inc. 0.00% No change 63 $6K
Beaird Harris Wealth Management, LLC 0.00% No change 62 $6K
Financial Consulate, Inc. 0.00% Add +150.0% 60 $6K
Park Place Capital Corp 0.00% Reduce -17.1% 58 $5K
Raffa Wealth Management, LLC 0.00% Reduce -3.4% 57 $5K
United Financial Planning Group LLC 0.00% New 56 $5K
Portus Wealth Advisors, LLC 0.00% Reduce -97.8% 55 $5K
Nvwm, LLC 0.00% Add +22.7% 54 $5K
Bernard Wealth Management Corp. 0.00% No change 50 $5K
Main Street Group, LTD 0.00% New 50 $5K
Obsidian Cio, LLC 0.00% Reduce -27.9% 49 $5K
Lloyd Advisory Services, LLC. 0.00% New 47 $4K
Kingdom Financial Group LLC. 0.00% New 47 $4K
Plato Investment Management Ltd 0.00% No change 47 $4K
Pacific Center for Financial Services 0.00% No change 47 $4K
Bell Investment Advisors, Inc 0.00% No change 46 $4K
Physician Wealth Advisors, Inc. 0.00% Add +84.0% 46 $4K
Proathlete Wealth Management LLC 0.00% No change 45 $4K
MidFirst Bank 0.00% Add +40.6% 45 $4K
SouthState Bank Corp 0.00% Reduce -80.3% 45 $4K
Centerpoint Advisors, LLC 0.00% No change 45 $4K
Nova Wealth Management, Inc. 0.00% Reduce -24.6% 43 $4K
Whipplewood Advisors, LLC 0.00% New 38 $4K
Principia Wealth Advisory, LLC 0.00% Reduce -9.8% 37 $3K
PFS Partners, LLC 0.00% No change 35 $3K
Ares Financial Consulting, LLC 0.00% New 35 $3K
Geneos Wealth Management Inc. 0.00% Reduce -5.6% 34 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 33 $3K
Imprint Wealth LLC 0.01% No change 31 $3K
HighMark Wealth Management LLC 0.00% No change 30 $3K
Tradewinds Capital Management, LLC 0.00% No change 30 $3K
Washington Trust Advisors, Inc. 0.00% Reduce -85.6% 30 $3K
First Pacific Financial 0.00% New 28 $3K
Sittner & Nelson, LLC 0.00% No change 27 $2K
Colonial Trust Co / SC 0.00% Reduce -66.7% 25 $2K
Caldwell Sutter Capital, Inc. 0.00% New 25 $2K
JNBA Financial Advisors 0.00% No change 25 $2K
Intentional Wealth Strategies, LLC 0.00% — 24 $2K
Aspect Partners, LLC 0.00% Add +50.0% 24 $2K
Clark Wealth Partners 0.00% Reduce -58.2% 23 $2K
Bay Harbor Wealth Management, LLC 0.00% Reduce -32.4% 23 $2K
WestEnd Advisors, LLC 0.00% No change 22 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 21 $2K
MPWM Advisory Solutions, LLC 0.00% No change 20 $2K
Thompson Investment Management, Inc. 0.00% No change 20 $2K
Valued Wealth Advisors LLC 0.00% Reduce -24.0% 19 $2K
Quaker Wealth Management, LLC 0.00% Add +18.8% 19 $2K
Triumph Capital Management 0.00% Add +375.0% 19 $2K
Security National Bank 0.00% New 18 $2K
TD Capital Management LLC 0.00% No change 17 $2K
Torren Management, LLC 0.00% Reduce -82.1% 17 $2K
Capital & Planning, LLC 0.00% New 16 $1K
Ankerstar Wealth, LLC 0.00% No change 15 $1K
TopTier Wealth Management, LLC 0.00% New 15 $1K
Synergy Investment Management, LLC 0.00% New 15 $1K
Hughes Financial Services, LLC 0.00% New 15 $1K
Quest 10 Wealth Builders, Inc. 0.00% Add +66.7% 15 $1K
Raleigh Capital Management Inc. 0.00% Add +0.0% 12 $1K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -90.2% 12 $1K
Key Capital Management, INC 0.00% Add +266.7% 11 $1K
Elevation Wealth Partners, LLC 0.00% Reduce -99.6% 11 $1K
Phillip James Consulting Co. 0.00% New 19 $1K
Avion Wealth 0.00% No change 14 $1K
Davis Capital Management 0.00% Add +11.1% 10 $925
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $925
Wealth Enhancement Trust Services, Inc. 0.00% No change 10 $925
DecisionPoint Financial, LLC 0.00% No change 8 $740
Trust Co 0.00% No change 6 $556
Prestige Wealth Management Group LLC 0.00% No change 6 $555
Addison Advisors LLC 0.00% New 6 $555
1015 Capital Partners, LLC 0.00% Reduce -66.7% 5 $463
IMA Advisory Services, Inc. 0.00% Reduce -80.0% 4 $370
Merkkuri Wealth Advisors LLC 0.00% New 3 $283
Innovative Asset Advisors Group, LLC 0.00% — 3 $278
West Branch Capital LLC 0.00% No change 3 $278
Curio Wealth, LLC 0.00% New 2 $185
HFM Investment Advisors, LLC 0.00% Reduce -77.8% 2 $185
Scarborough Advisors, LLC 0.00% No change 2 $185
Y.D. More Investments Ltd 0.00% Reduce -11.5% 438 $128
Ogorek Anthony Joseph /NY/ 0.00% Reduce -78.6% 9 $0

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