KKR & Co.KKR
13F holders, Q1 2026 (March 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $990.8M |
| Exits | 250 | $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.