Kinsale Capital GroupKNSL
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 601 institutions reported holding Kinsale Capital Group Inc. (KNSL) in their 13F filings, up 19 from Q4 2024. 71 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($1.0B) and Baron Capital (BAMCO) ($846.3M). 7 famous investors held it, including Francois Rochon (3.0% of Giverny Capital's portfolio), Ron Baron (2.5% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Kinsale Capital Group Inc.
- CUSIP
- 49714P108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $266.0M |
| Exits | 55 | $171.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,885,820 shares bought and 1,257,798 shares sold, net +628,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 601 holders
| BlackRock, Inc. | 0.02% | Reduce -0.6% | 2,120,767 | $1.0B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 2,108,128 | $1.0B |
| Baron Capital (BAMCO) | 2.49% | Add +0.7% | 1,738,858 | $846.3M |
| State Street Corp. | 0.01% | Add +1.3% | 727,606 | $354.1M |
| Morgan Stanley | 0.02% | Reduce -2.2% | 674,522 | $328.3M |
| Geode Capital Management, LLC | 0.02% | Add +6.8% | 581,874 | $284.5M |
| DAVENPORT & Co LLC | 1.56% | Add +6.2% | 543,349 | $263.2M |
| Thrivent Financial for Lutherans | 0.56% | Reduce -18.9% | 511,177 | $248.8M |
| JPMorgan Chase & Co. | 0.02% | Add +39.8% | 460,651 | $224.2M |
| Geneva Capital Management LLC | 3.69% | Add +0.6% | 405,363 | $197.3M |
| Invesco Ltd. | 0.03% | Reduce -3.0% | 341,590 | $166.3M |
| Champlain Investment Partners, LLC | 1.14% | Reduce -0.1% | 322,665 | $157.0M |
| Royal London Asset Management Ltd. | 0.36% | Reduce -2.3% | 315,170 | $153.4M |
| Riverbridge Partners LLC | 2.27% | Reduce -5.1% | 290,816 | $141.5M |
| Turtle Creek Asset Management Inc. | 3.57% | Add +6.6% | 260,873 | $127.0M |
| Capital World Investors | 0.02% | No change | 257,866 | $125.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.31% | New | 256,832 | $125.0M |
| Macquarie Group Ltd. | 0.15% | Reduce -1.9% | 251,294 | $122.3M |
| DF Dent & Co. Inc. | 1.52% | Reduce -5.0% | 233,251 | $113.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +13.2% | 225,186 | $109.6M |
| Northern Trust Corp. | 0.02% | Add +3.0% | 223,116 | $108.6M |
| Copeland Capital Management, LLC | 2.17% | Reduce -2.0% | 222,240 | $108.2M |
| First Manhattan Co. Llc. | 0.29% | Add +401.4% | 201,272 | $98.0M |
| Norges Bank | 0.01% | Add +4.7% | 200,764 | $97.7M |
| Stephens Investment Management Group LLC | 1.33% | Add +10.3% | 189,678 | $92.3M |
| Alliancebernstein L.P. | 0.03% | Reduce -12.2% | 187,888 | $91.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.1% | 173,778 | $84.6M |
| Giverny Capital | 3.05% | Add +87.3% | 169,967 | $82.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -7.6% | 169,332 | $82.4M |
| GW&K Investment Management, LLC | 0.75% | Add +46.6% | 166,866 | $81.2M |
| Maren Capital LLC | 5.38% | Add +7.4% | 162,089 | $78.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.7% | 161,170 | $78.4M |
| Madison Asset Management, LLC | 0.85% | New | 156,634 | $76.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.7% | 155,540 | $75.7M |
| Spyglass Capital Management LLC | 5.06% | Add +26.3% | 151,421 | $73.7M |
| Premier Fund Managers Ltd | 2.64% | Add +40.0% | 146,656 | $70.7M |
| American Century Companies Inc. | 0.04% | Reduce -11.0% | 137,243 | $66.8M |
| Janus Henderson Group PLC | 0.04% | Add +3.0% | 132,668 | $64.0M |
| Bank of America Corp. | 0.01% | Add +51.2% | 130,596 | $63.6M |
| Royal Bank of Canada | 0.01% | Add +64.3% | 125,723 | $61.2M |
| CIBC Private Wealth Group LLC | 0.13% | Reduce -27.5% | 139,421 | $61.0M |
| Franklin Resources Inc. | 0.02% | Add +2.9% | 116,310 | $56.6M |
| Prime Capital Management Co Ltd | 59.69% | No change | 115,498 | $56.2M |
| Port Capital LLC | 2.38% | Add +0.8% | 107,778 | $52.5M |
| Sei Investments Co. | 0.06% | Add +2.3% | 93,174 | $45.3M |
| Mirabella Financial Services LLP | 1.90% | Add +458.1% | 91,786 | $44.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.9% | 83,967 | $40.9M |
| Howland Capital Management LLC | 1.76% | Reduce -11.0% | 81,213 | $39.5M |
| Artemis Investment Management LLP | 0.60% | Add +43.9% | 80,924 | $39.4M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +337.5% | 80,482 | $39.2M |
| Nuveen, LLC | 0.01% | — | 79,075 | $38.5M |
| FMR LLC | 0.00% | Add +4.2% | 74,521 | $36.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.6% | 74,134 | $36.1M |
| Handelsbanken Fonder AB | 0.15% | Add +4.2% | 73,700 | $35.9M |
| UBS Group AG | 0.01% | Add +26.8% | 72,928 | $35.5M |
| Ensign Peak Advisors, Inc | 0.07% | Reduce -10.2% | 70,338 | $34.2M |
| Rhumbline Advisers | 0.03% | Reduce -1.3% | 66,244 | $32.2M |
| D. E. Shaw & Co. | 0.04% | Reduce -33.0% | 64,837 | $31.6M |
| First Trust Advisors LP | 0.03% | Add +218.0% | 64,607 | $31.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -26.4% | 60,106 | $29.3M |
| Natixis Advisors, LLC | 0.05% | Add +261.8% | 58,914 | $28.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -30.3% | 57,341 | $27.9M |
| Swedbank AB | 0.04% | Add +18.7% | 57,050 | $27.8M |
| Congress Asset Management Co. | 0.20% | Add +8.6% | 55,234 | $26.9M |
| Carnegie Investment Counsel | 0.63% | Add +12.9% | 60,427 | $26.6M |
| Wells Fargo & Company | 0.01% | Add +111.2% | 54,459 | $26.5M |
| Jackson Square Partners, LLC | 3.49% | Add +30.9% | 53,271 | $25.9M |
| Westfield Capital Management Co. LP | 0.12% | Reduce -58.3% | 51,624 | $25.1M |
| Bessemer Group Inc. | 0.04% | Reduce -15.4% | 49,382 | $24.0M |
| Blair William & Co. | 0.07% | Reduce -40.0% | 48,389 | $23.6M |
| Erste Asset Management GmbH | 0.29% | Add +1.6% | 45,727 | $22.2M |
| Wilkinson Global Asset Management LLC | 1.34% | Add +9.3% | 44,172 | $21.5M |
| Swiss National Bank | 0.01% | Reduce -1.6% | 42,862 | $20.9M |
| Next Century Growth Investors LLC | 1.76% | Add +23.1% | 40,598 | $19.8M |
| Ashford Capital Management Inc. | 2.46% | Reduce -4.3% | 39,240 | $19.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.5% | 39,190 | $19.1M |
| William Blair Investment Management, LLC | 0.05% | Add +18.6% | 37,659 | $18.3M |
| Alta Capital Management LLC/ | 1.19% | Reduce -4.4% | 37,519 | $18.3M |
| Mawer Investment Management Ltd. | 0.09% | New | 36,927 | $18.0M |
| Janney Montgomery Scott LLC | 0.05% | Add +3.9% | 36,736 | $17.9M |
| Jacobson & Schmitt Advisors, LLC | 3.60% | Add +1.2% | 36,194 | $17.6M |
| United Capital Financial Advisors, LLC | 0.15% | Add +7.6% | 35,885 | $17.5M |
| Legal & General Group Plc | 0.00% | Add +3.4% | 35,543 | $17.3M |
| 2Xideas AG | 2.32% | Reduce -21.4% | 31,420 | $15.3M |
| Stifel Financial Corp. | 0.02% | Add +67.5% | 30,560 | $14.9M |
| California Public Employees Retirement System | 0.01% | Reduce -23.9% | 29,922 | $14.6M |
| Kornitzer Capital Management Inc. | 0.28% | No change | 27,690 | $13.5M |
| Citadel Advisors | 0.01% | Add +190.5% | 27,489 | $13.4M |
| Retirement Systems of Alabama | 0.05% | Add +0.1% | 26,927 | $13.1M |
| Marshall Wace, LLP | 0.02% | Reduce -12.3% | 26,025 | $12.7M |
| Danske Bank A/S | 0.04% | Add +40.2% | 25,535 | $12.4M |
| Corebridge Financial, Inc. | 0.07% | Reduce -2.4% | 24,678 | $12.0M |
| Van Eck Associates Corp. | 0.02% | Add +10.8% | 24,349 | $11.9M |
| Comerica Bank | 0.05% | Reduce -45.0% | 22,526 | $11.0M |
| LPL Financial LLC | 0.00% | Add +11.0% | 22,664 | $10.7M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 21,917 | $10.7M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.5% | 21,807 | $10.6M |
| California State Teachers Retirement System | 0.01% | Add +1.3% | 20,966 | $10.2M |
| Oppenheimer Asset Management Inc. | 0.12% | Add +0.9% | 19,820 | $9.6M |
| Deutsche Bank AG | 0.00% | Add +8.0% | 19,151 | $9.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -4.1% | 18,829 | $9.2M |
| Man Group plc | 0.03% | Reduce -39.9% | 18,776 | $9.1M |
| Pathstone Holdings, LLC | 0.04% | Add +0.8% | 18,508 | $9.0M |
| Focus Partners Wealth | 0.02% | Add +52.3% | 18,324 | $8.9M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -8.1% | 18,169 | $8.8M |
| Engle Capital Management, L.P. | 3.63% | Add +62.7% | 17,900 | $8.7M |
| New York State Common Retirement Fund | 0.01% | Add +8.8% | 17,759 | $8.6M |
| ExodusPoint Capital Management, LP | 0.11% | New | 17,375 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.4% | 16,702 | $8.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.9% | 16,460 | $8.0M |
| Homestead Advisers Corp | 0.19% | Add +14.8% | 16,326 | $7.9M |
| Hendershot Investments Inc. | 1.03% | Add +13.1% | 15,611 | $7.6M |
| Balyasny Asset Management L.P. | 0.02% | New | 15,572 | $7.6M |
| Townsquare Capital LLC | 0.08% | Add +89.3% | 14,717 | $7.2M |
| Segall Bryant & Hamill, LLC | 0.11% | Reduce -2.8% | 14,527 | $7.1M |
| Spire Wealth Management | 0.22% | Reduce -0.7% | 13,938 | $6.8M |
| Algert Global LLC | 0.17% | Reduce -10.5% | 13,907 | $6.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 13,802 | $6.7M |
| Barclays PLC | 0.00% | Reduce -26.5% | 13,700 | $6.7M |
| Truist Financial Corp. | 0.01% | Add +11.8% | 13,562 | $6.6M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.5% | 13,244 | $6.4M |
| Bank of Montreal | 0.00% | Add +0.3% | 12,687 | $6.2M |
| Renaissance Group LLC | 0.27% | Add +22.3% | 12,652 | $6.2M |
| Neuberger Berman Group LLC | 0.01% | Add +33.0% | 12,545 | $6.1M |
| Tudor Investment Corporation | 0.05% | Reduce -47.1% | 12,488 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -91.9% | 12,403 | $6.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -69.3% | 12,106 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +240.0% | 11,920 | $5.8M |
| Bahl & Gaynor LLC | 0.03% | Reduce -1.2% | 11,715 | $5.7M |
| Donaldson Capital Management, LLC | 0.21% | Add +3.0% | 11,552 | $5.6M |
| National Bank of Canada | 0.01% | Add +16.0% | 11,482 | $5.6M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -2.6% | 11,385 | $5.5M |
| Federated Hermes, Inc. | 0.01% | Reduce -1.1% | 10,892 | $5.3M |
| Amalgamated Bank | 0.04% | Reduce -4.2% | 10,715 | $5.2M |
| Intech Investment Management LLC | 0.05% | Reduce -20.1% | 10,643 | $5.2M |
| CW Advisors, LLC | 0.06% | Add +9.5% | 10,476 | $5.1M |
| Ascent Group, LLC | 0.22% | Add +29.0% | 10,470 | $5.1M |
| Advisory Services Network, LLC | 0.10% | Reduce -17.7% | 10,440 | $5.1M |
| Treasurer of the State of North Carolina | 0.02% | Add +4.1% | 10,080 | $4.9M |
| Oak Ridge Investments LLC | 0.40% | Reduce -1.2% | 9,948 | $4.8M |
| Shaker Investments LLC | 2.26% | Reduce -1.5% | 9,626 | $4.7M |
| Voya Investment Management LLC | 0.01% | Reduce -3.5% | 9,441 | $4.6M |
| Inspire Investing, LLC | 0.53% | Add +110.2% | 9,180 | $4.5M |
| HRT Financial LP | 0.03% | Reduce -18.1% | 9,073 | $4.4M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 8,936 | $4.3M |
| Brant Point Investment Management LLC | 1.06% | Reduce -1.2% | 8,893 | $4.3M |
| Canal Capital Management, LLC | 0.70% | Add +10.4% | 8,628 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +7.3% | 8,625 | $4.2M |
| Verition Fund Management LLC | 0.02% | Add +465.1% | 8,449 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -7.1% | 8,256 | $4.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -2.7% | 7,964 | $3.9M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +0.8% | 7,962 | $3.9M |
| Yousif Capital Management, LLC | 0.04% | Reduce -2.2% | 7,610 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.7% | 7,575 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -9.3% | 7,552 | $3.7M |
| Oppenheimer & Co. Inc. | 0.06% | Add +0.7% | 7,505 | $3.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -25.6% | 7,118 | $3.5M |
| Moran Wealth Management, LLC | 0.11% | Add +5.6% | 6,936 | $3.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.2% | 6,822 | $3.3M |
| Davidson Capital Management Inc. | 0.89% | Reduce -10.3% | 6,748 | $3.3M |
| Zions Bancorporation, National Association | 0.21% | — | 6,739 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +6.2% | 6,650 | $3.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -17.8% | 6,619 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +10.4% | 6,583 | $3.2M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +10.4% | 6,583 | $3.2M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 6,421 | $3.1M |
| Canada Pension Plan Investment Board | 0.00% | New | 6,400 | $3.1M |
| Arizona State Retirement System | 0.02% | Reduce -1.2% | 6,346 | $3.1M |
| Louisiana State Employees Retirement System | 0.06% | Add +1.6% | 6,200 | $3.0M |
| Teacher Retirement System of Texas | 0.01% | Reduce -13.6% | 6,073 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +14.9% | 5,850 | $2.8M |
| State of Michigan Retirement System | 0.01% | Add +1.9% | 5,345 | $2.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +8.2% | 5,288 | $2.6M |
| Strategic Advisors LLC | 0.50% | Add +0.6% | 5,277 | $2.6M |
| Kestra Investment Management, LLC | 0.05% | Add +176.8% | 5,264 | $2.6M |
| MAI Capital Management | 0.02% | Add +0.9% | 5,209 | $2.5M |
| Harbor Capital Advisors, Inc. | 0.11% | Add +6.2% | 5,127 | $2.5M |
| Bridges Investment Management Inc. | 0.04% | Add +111.5% | 5,026 | $2.4M |
| Settian Capital LP | 1.89% | Reduce -50.0% | 5,000 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Add +11.4% | 4,989 | $2.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.0% | 4,919 | $2.4M |
| Clearstead Advisors, LLC | 0.04% | Reduce -1.2% | 4,830 | $2.4M |
| Brevan Howard Capital Management LP | 0.07% | Add +155.5% | 4,816 | $2.3M |
| Diversified Trust Co. | 0.06% | Add +14.7% | 4,785 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +16.1% | 4,739 | $2.3M |
| HB Wealth Management, LLC | 0.02% | Add +779.4% | 4,661 | $2.3M |
| Leibman Financial Services, Inc. | 1.76% | Add +2.1% | 4,651 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | No change | 4,500 | $2.2M |
| Xponance LLC | 0.02% | Add +0.7% | 4,496 | $2.2M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -7.9% | 4,495 | $2.2M |
| Lowe Brockenbrough & Co. Inc. | 0.14% | No change | 4,494 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.2% | 4,486 | $2.2M |
| Greenleaf Trust | 0.02% | New | 4,451 | $2.2M |
| New Mexico Educational Retirement Board | 0.08% | No change | 4,400 | $2.1M |
| South Dakota Investment Council | 0.04% | Reduce -23.0% | 4,363 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -1.8% | 4,353 | $2.1M |
| Mariner, LLC | 0.00% | Add +35.7% | 4,264 | $2.1M |
| &partners | 0.02% | Add +82.7% | 4,295 | $2.1M |
| Polen Capital Management LLC | 0.01% | Reduce -5.7% | 4,262 | $2.1M |
| Creative Planning | 0.00% | Add +9.3% | 4,258 | $2.1M |
| Regal Investment Advisors LLC | 0.17% | Reduce -13.9% | 4,253 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -57.4% | 4,183 | $2.0M |
| Daiwa Securities Group Inc. | 0.01% | New | 4,154 | $2.0M |
| US Bancorp \de | 0.00% | Add +17.9% | 4,045 | $2.0M |
| Emerald Mutual Fund Advisers Trust | 0.14% | No change | 4,028 | $2.0M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +1.1% | 3,947 | $1.9M |
| Arcus Capital Partners, LLC | 0.74% | Reduce -2.4% | 3,804 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +139.2% | 3,738 | $1.8M |
| M&T Bank Corp | 0.01% | Add +43.4% | 3,672 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +13.2% | 3,561 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -67.5% | 3,455 | $1.7M |
| Cim, LLC | 0.25% | Add +0.5% | 3,430 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Add +10.9% | 3,347 | $1.6M |
| Redwood Investments, LLC | 0.58% | Add +7.2% | 3,201 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.9% | 3,196 | $1.6M |
| Quantbot Technologies LP | 0.05% | Reduce -19.9% | 3,181 | $1.5M |
| Hughes Financial Services, LLC | 0.30% | Add +2.0% | 3,159 | $1.5M |
| Graham Capital Management, L.P. | 0.07% | Add +6.7% | 3,132 | $1.5M |
| Gotham Asset Management | 0.01% | Add +41.6% | 3,036 | $1.5M |
| Allianz Asset Management GmbH | 0.00% | Add +68.6% | 2,950 | $1.4M |
| King Luther Capital Management Corp. | 0.01% | New | 2,865 | $1.4M |
| Sanders Morris Harris LLC | 0.22% | No change | 2,850 | $1.4M |
| Chilton Investment Co. Inc. | 0.03% | Add +2.4% | 2,856 | $1.4M |
| Venturi Wealth Management, LLC | 0.07% | Add +30.9% | 2,842 | $1.4M |
| Bennett Selby Investments LP | 0.55% | Add +49.0% | 2,836 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +30.6% | 2,832 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.0% | 2,828 | $1.4M |
| Campbell & CO Investment Adviser LLC | 0.10% | New | 2,754 | $1.3M |
| Synergy Financial Group, LTD | 1.20% | Add +9.5% | 2,737 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +2.0% | 2,724 | $1.3M |
| Tealwood Asset Management Inc. | 0.60% | Reduce -2.1% | 2,651 | $1.3M |
| Belpointe Asset Management LLC | 0.07% | Add +37.3% | 2,626 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.8% | 2,614 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 2,591 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Add +2.6% | 2,591 | $1.3M |
| Dover Advisors, LLC | 0.54% | No change | 2,567 | $1.2M |
| Dearborn Partners LLC | 0.06% | Reduce -10.9% | 2,550 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -4.0% | 2,494 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 2,393 | $1.2M |
| 1832 Asset Management L.P. | 0.00% | Reduce -87.6% | 2,374 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +22.6% | 2,312 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Add +13.1% | 2,310 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 2,297 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +66.3% | 2,272 | $1.1M |
| Empowered Funds, LLC | 0.02% | Reduce -2.1% | 2,255 | $1.1M |
| Henshaw Capital LLC | 0.05% | No change | 2,240 | $1.1M |
| Gsa Capital Partners LLP | 0.10% | New | 2,228 | $1.1M |
| Norden Group LLC | 0.12% | Add +57.5% | 2,227 | $1.1M |
| Marshall Financial Group, LLC | 0.24% | Add +12.4% | 2,222 | $1.1M |
| Novem Group | 0.15% | Add +32.5% | 2,216 | $1.1M |
| SummitTX Capital, L.P. | 0.05% | — | 2,200 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Add +9.2% | 2,198 | $1.1M |
| Epoch Investment Partners, Inc. | 0.01% | New | 2,151 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.2% | 2,131 | $1.0M |
| Sava Infond d.o.o. | 0.20% | No change | 2,100 | $1.0M |
| Entropy Technologies, LP | 0.10% | Reduce -31.0% | 2,100 | $1.0M |
| Vancity Investment Management Ltd | 0.14% | — | 2,068 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -0.4% | 2,062 | $1.0M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -65.2% | 2,059 | $1.0M |
| Pittenger & Anderson Inc. | 0.04% | Add +1.0% | 1,990 | $969K |
| Alliance Wealth Advisors, LLC | 0.25% | Add +53.6% | 1,981 | $964K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.9% | 1,974 | $961K |
| AXA S.A. | 0.00% | Reduce -40.9% | 1,898 | $924K |
| Peterson Wealth Services | 0.29% | Reduce -1.8% | 1,876 | $913K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -9.7% | 1,870 | $910K |
| Snowden Capital Advisors LLC | 0.03% | Add +17.3% | 1,849 | $900K |
| LRT Capital Management, LLC | 0.61% | Add +165.8% | 1,842 | $897K |
| Portside Wealth Group, LLC | 0.15% | Add +206.3% | 1,835 | $893K |
| Trust Point Inc. | 0.08% | Reduce -34.8% | 1,786 | $869K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -35.7% | 1,770 | $861K |
| Securian Asset Management, Inc. | 0.03% | No change | 1,720 | $837K |
| Inspire Advisors, LLC | 0.10% | New | 1,702 | $829K |
| Hantz Financial Services, Inc. | 0.01% | Add +5.7% | 1,702 | $828K |
| Legacy Wealth Asset Management, LLC | 0.23% | Reduce -3.4% | 1,683 | $819K |
| Shell Asset Management Co. | 0.04% | Reduce -4.0% | 1,682 | $819K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +4.8% | 1,672 | $814K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -48.9% | 1,661 | $808K |
| Caprock Group, LLC | 0.02% | Reduce -0.4% | 1,646 | $801K |
| Cynosure Group, LLC | 0.11% | Add +21.5% | 1,639 | $798K |
| Emerald Advisers, LLC | 0.04% | Reduce -5.0% | 1,621 | $789K |
| Covey Capital Advisors, LLC | 0.91% | Add +28.5% | 1,615 | $786K |
| Argent Capital Management LLC | 0.02% | Reduce -56.8% | 1,613 | $785K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.2% | 1,592 | $775K |
| Nicolet Advisory Services, LLC | 0.08% | Add +5.3% | 1,593 | $762K |
| Arax Advisory Partners | 0.05% | Add +9.1% | 1,564 | $761K |
| WINTON GROUP Ltd | 0.05% | Add +15.6% | 1,547 | $753K |
| L2 Asset Management, LLC | 0.15% | Add +107.9% | 1,528 | $744K |
| Alpine Global Management, LLC | 0.22% | New | 1,527 | $743K |
| Tidal Investments LLC | 0.01% | Reduce -22.4% | 1,520 | $740K |
| Coldstream Capital Management Inc. | 0.02% | Add +2.2% | 1,501 | $731K |
| Coppell Advisory Solutions LLC | 0.10% | Add +78761.8% | 26,813 | $730K |
| Financial Strategies Group, Inc. | 0.17% | Add +18.2% | 1,506 | $729K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -7.3% | 1,488 | $724K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -7.1% | 1,471 | $716K |
| Mitchell Sinkler & Starr | 0.20% | Reduce -15.9% | 1,453 | $707K |
| United Services Automobile Association | 0.02% | New | 1,458 | $703K |
| Prudential Financial Inc. | 0.00% | Add +39.2% | 1,435 | $698K |
| Catalyst Capital Advisors LLC | 0.01% | Reduce -7.9% | 1,400 | $681K |
| Alberta Investment Management Corp | 0.00% | New | 1,400 | $681K |
| Choreo, LLC | 0.01% | Reduce -18.7% | 1,385 | $674K |
| Jefferies Financial Group Inc. | 0.01% | Add +185.7% | 1,383 | $673K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +32.9% | 1,364 | $664K |
| Aviva PLC | 0.00% | Add +8.5% | 1,357 | $660K |
| Wolverine Trading, LLC | 0.02% | Add +22.8% | 1,357 | $654K |
| Hancock Whitney Corp. | 0.02% | Add +4.3% | 1,314 | $640K |
| Yorktown Management & Research Co Inc | 0.69% | No change | 1,300 | $633K |
| Harbor Advisors LLC | 0.11% | Add +62.5% | 1,300 | $633K |
| Private Trust Co. NA | 0.06% | Add +2.1% | 1,288 | $627K |
| Verdence Capital Advisors LLC | 0.05% | Add +34.4% | 1,285 | $625K |
| Blalock Williams, LLC | 0.69% | Add +19.1% | 1,261 | $614K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -20.8% | 1,257 | $612K |
| Gilbert & Cook, Inc. | 0.09% | Add +0.6% | 1,240 | $604K |
| Diversify Wealth Management, LLC | 0.04% | Add +30.1% | 1,364 | $593K |
| Catalyst Funds Management Pty Ltd | 0.15% | New | 1,200 | $584K |
| Utah Retirement Systems | 0.01% | No change | 1,200 | $584K |
| PAX Financial Group, LLC | 0.10% | Add +12.1% | 1,190 | $579K |
| Foster Dykema Cabot & Partners, LLC | 0.05% | Add +2.6% | 1,190 | $579K |
| Regions Financial Corp. | 0.00% | Add +8.7% | 1,185 | $577K |
| Guggenheim Capital LLC | 0.01% | Reduce -13.0% | 1,175 | $572K |
| QRG Capital Management, Inc. | 0.01% | Reduce -15.2% | 1,160 | $565K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.4% | 1,155 | $562K |
| Corient Private Wealth LP | 0.00% | Reduce -20.4% | 1,151 | $560K |
| Evermay Wealth Management LLC | 0.07% | No change | 1,124 | $547K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -15.0% | 1,123 | $547K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -3.1% | 1,120 | $545K |
| Equitable Trust Co. | 0.03% | No change | 1,113 | $542K |
| Benjamin Edwards Inc. | 0.01% | Add +15.6% | 1,111 | $541K |
| Fox Run Management, L.L.C. | 0.08% | New | 1,109 | $540K |
| Sepio Capital, LP | 0.04% | Reduce -0.7% | 1,099 | $535K |
| Advisor OS, LLC | 0.06% | Add +36.1% | 1,090 | $531K |
| Dark Forest Capital Management LP | 0.02% | New | 1,073 | $522K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +4.5% | 1,062 | $517K |
| Cibc World Market Inc. | 0.00% | New | 1,061 | $516K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 1,060 | $516K |
| Brown Advisory Inc. | 0.00% | Reduce -24.7% | 1,035 | $504K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 1,029 | $501K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.3% | 1,013 | $493K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -15.0% | 1,011 | $492K |
| Mgo One Seven LLC | 0.02% | Add +49.4% | 1,010 | $492K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.0% | 1,003 | $490K |
| CHICAGO TRUST Co NA | 0.09% | No change | 1,000 | $487K |
| Outlook Wealth Advisors, LLC | 0.14% | Add +1.2% | 999 | $486K |
| IHT Wealth Management, LLC | 0.02% | Reduce -11.7% | 1,000 | $486K |
| Stephens Inc. | 0.01% | Reduce -9.4% | 988 | $481K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -46.5% | 986 | $480K |
| J2 Capital Management Inc | 0.44% | Add +0.8% | 979 | $476K |
| Financial Advocates Investment Management | 0.03% | Add +1.8% | 973 | $474K |
| IMS Capital Management | 0.24% | New | 972 | $473K |
| Guerra Pan Advisors, LLC | 0.37% | No change | 971 | $473K |
| KBC Group NV | 0.00% | Add +11.5% | 968 | $471K |
| Uhlmann Price Securities, LLC | 0.34% | No change | 954 | $465K |
| Summitry LLC | 0.02% | Add +14.5% | 949 | $462K |
| ProShare Advisors LLC | 0.00% | Reduce -9.0% | 942 | $458K |
| Independent Advisor Alliance | 0.02% | Reduce -8.0% | 942 | $458K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -35.0% | 924 | $450K |
| SG Americas Securities, LLC | 0.00% | Add +39.1% | 917 | $446K |
| Hills Bank & Trust Co | 0.03% | Reduce -4.2% | 913 | $444K |
| Merit Financial Group, LLC | 0.01% | New | 906 | $441K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -67.4% | 903 | $439K |
| Quadrant Capital Group LLC | 0.02% | Add +304.6% | 890 | $433K |
| Wedbush Securities Inc. | 0.02% | Add +6.3% | 889 | $433K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.0% | 882 | $429K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +0.6% | 880 | $428K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +0.1% | 872 | $424K |
| State of Wyoming | 0.06% | Add +1.8% | 871 | $424K |
| HighPoint Advisor Group LLC | 0.02% | Add +23.7% | 960 | $417K |
| Institute for Wealth Management, LLC. | 0.05% | New | 848 | $413K |
| Oak Thistle LLC | 0.08% | New | 842 | $410K |
| Fiduciary Trust Co | 0.01% | Add +66.6% | 833 | $406K |
| Transcend Capital Advisors, LLC | 0.03% | Add +30.6% | 832 | $405K |
| Holocene Advisors, LP | 0.00% | Add +7.9% | 831 | $404K |
| OneDigital Investment Advisors LLC | 0.00% | Add +42.0% | 821 | $400K |
| Fortress Financial Solutions, LLC | 0.58% | Add +5.7% | 818 | $398K |
| AQR Capital Management | 0.00% | Add +76.2% | 835 | $397K |
| Vident Advisory, LLC | 0.01% | Add +50.2% | 802 | $390K |
| RiverPark Advisors, LLC | 0.34% | Add +55.8% | 799 | $389K |
| Americana Partners, LLC | 0.01% | Reduce -6.6% | 794 | $386K |
| Shelton Capital Management | 0.01% | Reduce -4.8% | 794 | $386K |
| Alps Advisors Inc. | 0.00% | Add +1.3% | 784 | $382K |
| Personal Cfo Solutions, LLC | 0.08% | Reduce -3.6% | 779 | $379K |
| Jones Financial Companies LLLP | 0.00% | Add +44.8% | 786 | $379K |
| Arcadia Investment Management Corp. | 0.07% | No change | 778 | $379K |
| Praxis Investment Management Inc. | 0.03% | Add +35.1% | 770 | $375K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 770 | $375K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.3% | 753 | $366K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.4% | 745 | $363K |
| CIBC Asset Management Inc | 0.00% | Add +1.8% | 729 | $355K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -1.9% | 725 | $353K |
| Seneca House Advisors | 0.15% | Add +50.2% | 721 | $351K |
| World Investment Advisors | 0.01% | Add +1.3% | 700 | $341K |
| Connable Office Inc. | 0.04% | No change | 695 | $338K |
| Precision Wealth Strategies, LLC | 0.26% | New | 694 | $338K |
| Knollwood Investment Advisory, LLC | 0.04% | No change | 675 | $329K |
| Whittier Trust Co. | 0.00% | Reduce -13.9% | 673 | $328K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -8.3% | 674 | $325K |
| Total Clarity Wealth Management, Inc. | 0.10% | No change | 691 | $321K |
| Caliber Wealth Management, LLC / KS | 0.04% | — | 659 | $321K |
| Fiduciary Family Office, LLC | 0.11% | New | 653 | $318K |
| Ballentine Partners, LLC | 0.01% | Add +13.6% | 651 | $317K |
| Gallacher Capital Management LLC | 0.15% | Reduce -18.4% | 650 | $316K |
| HBW Advisory Services LLC | 0.04% | Add +11.6% | 646 | $314K |
| GAMMA Investing LLC | 0.02% | Add +21.9% | 635 | $309K |
| SkyOak Wealth, LLC | 0.07% | Reduce -11.1% | 623 | $303K |
| Amundi | 0.00% | No change | 605 | $302K |
| IFG Advisory, LLC | 0.02% | Add +20.4% | 607 | $296K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -2.8% | 601 | $293K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.14% | Reduce -18.9% | 600 | $292K |
| Salomon & Ludwin, LLC | 0.03% | No change | 600 | $292K |
| Jain Global LLC | 0.01% | Reduce -72.3% | 600 | $292K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +9.8% | 596 | $290K |
| Fielder Capital Group LLC | 0.08% | No change | 595 | $290K |
| Fifth Third Bancorp | 0.00% | Add +19.6% | 592 | $288K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 590 | $281K |
| Walleye Capital LLC | 0.00% | Add +99.3% | 568 | $276K |
| Wealth Alliance, LLC | 0.03% | Add +6.0% | 565 | $275K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 560 | $273K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 550 | $270K |
| Moody Aldrich Partners LLC | 0.06% | New | 555 | $270K |
| Laurion Capital Management LP | 0.02% | New | 553 | $269K |
| Dakota Wealth Management | 0.01% | Reduce -1.3% | 553 | $269K |
| Cary Street Partners Investment Advisory LLC | 0.15% | Add +20.8% | 552 | $269K |
| Leonteq Securities AG | 0.02% | Add +283.3% | 552 | $268K |
| Parkside Financial Bank & Trust | 0.03% | Add +2.3% | 543 | $264K |
| Diversify Advisory Services, LLC | 0.02% | New | 606 | $263K |
| Profund Advisors LLC | 0.01% | Reduce -1.6% | 540 | $263K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.5% | 525 | $256K |
| Wealthfront Advisers LLC | 0.00% | Add +12.3% | 520 | $253K |
| KPP Advisory Services LLC | 0.05% | Add +3.8% | 519 | $253K |
| Jag Capital Management, LLC | 0.03% | Add +2.0% | 517 | $252K |
| Aspen Capital Management, LLC | 0.08% | — | 510 | $248K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 501 | $246K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 501 | $244K |
| Blueshift Asset Management, LLC | 0.10% | New | 496 | $241K |
| Panagora Asset Management Inc. | 0.00% | No change | 494 | $240K |
| Griffin Asset Management, Inc. | 0.03% | No change | 489 | $238K |
| Ridgewood Investments LLC | 0.11% | Add +24.5% | 488 | $238K |
| Heritage Wealth Advisors | 0.01% | Add +2.1% | 485 | $236K |
| Centurion Wealth Management LLC | 0.07% | No change | 507 | $236K |
| Evergreen Capital Management LLC | 0.01% | Add +2.6% | 466 | $227K |
| Keebeck Wealth Management | 0.03% | Add +6.4% | 464 | $226K |
| Jump Financial, LLC | 0.00% | Reduce -93.8% | 463 | $225K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -21.9% | 461 | $224K |
| Hardy Reed LLC | 0.02% | No change | 458 | $223K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -20.2% | 451 | $219K |
| Lido Advisors, LLC | 0.00% | Reduce -0.5% | 447 | $218K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -25.0% | 438 | $213K |
| Procyon Advisors, LLC | 0.01% | Reduce -2.3% | 435 | $212K |
| Florida Financial Advisors, LLC | 0.08% | Reduce -18.1% | 434 | $211K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -11.6% | 433 | $211K |
| Impact Partnership Wealth, LLC | 0.04% | New | 425 | $207K |
| Savant Capital, LLC | 0.00% | New | 421 | $205K |
| Baron Wealth Management LLC | 0.09% | Reduce -23.4% | 421 | $205K |
| Hilltop Holdings Inc. | 0.01% | New | 421 | $204K |
| NorthRock Partners, LLC | 0.01% | New | 417 | $203K |
| Huntington National Bank | 0.00% | Reduce -12.4% | 416 | $202K |
| Equitable Holdings, Inc. | 0.00% | New | 414 | $201K |
| Forum Financial Management, LP | 0.00% | New | 413 | $201K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 400 | $195K |
| Simplex Trading, LLC | 0.01% | New | 397 | $193K |
| Geneos Wealth Management Inc. | 0.01% | Add +24.8% | 367 | $179K |
| Cwm, LLC | 0.00% | Reduce -20.2% | 359 | $175K |
| CI Investments Inc. | 0.00% | Add +7.8% | 345 | $168K |
| Covestor Ltd | 0.10% | Add +12.8% | 308 | $150K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -51.3% | 298 | $145K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -72.5% | 266 | $129K |
| Capital A Wealth Management, LLC | 0.13% | No change | 264 | $128K |
| First Horizon Advisors, Inc. | 0.00% | Add +28.7% | 260 | $127K |
| West Branch Capital LLC | 0.04% | New | 250 | $122K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 225 | $110K |
| UMB Bank, n.a. | 0.00% | Add +108.8% | 213 | $104K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +6.5% | 213 | $104K |
| Asset Dedication, LLC | 0.01% | Reduce -10.0% | 207 | $101K |
| Evolution Advisers, Inc. | 0.05% | No change | 199 | $96K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -26.3% | 188 | $92K |
| Creative Financial Designs Inc. | 0.01% | Add +4.0% | 183 | $89K |
| SouthState Bank Corp | 0.00% | No change | 179 | $87K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.5% | 173 | $84K |
| Mather Group, Llc. | 0.00% | No change | 168 | $82K |
| Park Place Capital Corp | 0.02% | No change | 164 | $80K |
| Consultiva Wealth Management, Corp. | 0.27% | New | 160 | $78K |
| Anderson Financial Strategies, LLC | 0.05% | Add +32.5% | 155 | $75K |
| Principal Securities, Inc. | 0.00% | No change | 160 | $74K |
| Abound Wealth Management | 0.02% | Add +12.3% | 146 | $71K |
| Rise Advisors, LLC | 0.03% | Reduce -9.9% | 146 | $71K |
| SBI Securities Co., Ltd. | 0.00% | Add +39.4% | 138 | $67K |
| Arlington Trust Co LLC | 0.01% | No change | 133 | $65K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -5.0% | 134 | $65K |
| Pilgrim Partners Asia Pte Ltd | 0.06% | New | 130 | $63K |
| Lindbrook Capital, LLC | 0.01% | No change | 128 | $62K |
| CENTRAL TRUST Co | 0.00% | No change | 125 | $61K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.8% | 122 | $59K |
| Promus Capital, LLC | 0.04% | No change | 119 | $58K |
| SVB Wealth LLC | 0.00% | New | 117 | $57K |
| eCIO, Inc. | 0.02% | — | 116 | $56K |
| Parallel Advisors, LLC | 0.00% | Reduce -14.9% | 114 | $55K |
| Quarry LP | 0.01% | New | 112 | $55K |
| Continuum Advisory, LLC | 0.01% | No change | 112 | $55K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +37.5% | 110 | $54K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 105 | $51K |
| Ancora Advisors LLC | 0.00% | New | 100 | $49K |
| Allworth Financial LP | 0.00% | Add +8.0% | 95 | $48K |
| Signaturefd, LLC | 0.00% | Reduce -8.7% | 95 | $46K |
| von Borstel & Associates, Inc. | 0.01% | New | 86 | $42K |
| Larson Financial Group LLC | 0.00% | Add +10.7% | 83 | $40K |
| ORG Partners LLC | 0.01% | Reduce -56.4% | 75 | $37K |
| Darwin Wealth Management, LLC | 0.01% | No change | 78 | $36K |
| Sterling Capital Management LLC | 0.00% | Reduce -79.4% | 74 | $36K |
| Lanark Financial, Inc. | 0.00% | — | 73 | $35K |
| N.E.W. Advisory Services LLC | 0.00% | New | 64 | $31K |
| Optiver Holding B.V. | 0.00% | New | 62 | $30K |
| Main Street Group, LTD | 0.01% | No change | 62 | $30K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -1.6% | 60 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -88.3% | 59 | $29K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -81.8% | 55 | $27K |
| Optimum Investment Advisors | 0.01% | No change | 54 | $26K |
| Key Financial Inc | 0.01% | Add +315.4% | 54 | $26K |
| Centerpoint Advisors, LLC | 0.01% | No change | 53 | $26K |
| 2UniFi Bank | 0.02% | Reduce -9.1% | 60 | $26K |
| Blue Trust, Inc. | 0.00% | Add +45.7% | 51 | $25K |
| Toth Financial Advisory Corp. | 0.00% | No change | 50 | $24K |
| Y.D. More Investments Ltd | 0.00% | No change | 50 | $24K |
| Trust Co. of Vermont | 0.00% | No change | 50 | $24K |
| Stonebridge Financial Group, LLC | 0.00% | Add +2.2% | 46 | $22K |
| TFC Financial Management, Inc. | 0.00% | Add +37.5% | 44 | $21K |
| Johnson Financial Group, Inc. | 0.00% | New | 42 | $20K |
| Binnacle Investments Inc | 0.01% | — | 41 | $20K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 40 | $19K |
| Sandy Spring Bank | 0.00% | Reduce -20.0% | 40 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 40 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 40 | $19K |
| Colonial Trust Co / SC | 0.00% | Reduce -41.3% | 37 | $18K |
| Thompson Investment Management, Inc. | 0.00% | No change | 36 | $18K |
| MCF Advisors LLC | 0.00% | Add +24.1% | 36 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.9% | 35 | $17K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 34 | $17K |
| Clark Wealth Partners | 0.01% | New | 32 | $16K |
| IFP Advisors, Inc | 0.00% | Reduce -98.8% | 27 | $15K |
| Versant Capital Management, Inc | 0.00% | Reduce -6.3% | 30 | $15K |
| Financial Management Professionals, Inc. | 0.00% | No change | 30 | $15K |
| Brooklyn Investment Group | 0.00% | Add +866.7% | 29 | $14K |
| WPG Advisers, LLC | 0.01% | Reduce -36.4% | 28 | $14K |
| Hollencrest Capital Management | 0.00% | Add +17.4% | 27 | $13K |
| Clearstead Trust, LLC | 0.00% | Add +44.4% | 26 | $13K |
| Crewe Advisors LLC | 0.00% | New | 25 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 24 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Add +175.0% | 22 | $11K |
| TCTC Holdings, LLC | 0.00% | New | 22 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Add +10.5% | 21 | $10K |
| American Capital Advisory, LLC | 0.01% | Add +900.0% | 20 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 20 | $10K |
| AlphaQuest LLC | 0.00% | Reduce -77.7% | 19 | $9K |
| Bokf, NA | 0.00% | No change | 19 | $9K |
| Hemington Wealth Management | 0.00% | Add +111.1% | 19 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +77.8% | 16 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 15 | $7K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 14 | $7K |
| Concord Wealth Partners | 0.00% | No change | 14 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 12 | $6K |
| Wolff Wiese Magana LLC | 0.00% | New | 12 | $6K |
| Grove Bank & Trust | 0.00% | New | 12 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +10.0% | 11 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 11 | $5K |
| Vision Financial Markets LLC | 0.01% | New | 10 | $5K |
| Aspect Partners, LLC | 0.00% | New | 10 | $5K |
| Addison Advisors LLC | 0.00% | No change | 10 | $5K |
| Dunhill Financial, LLC | 0.00% | New | 10 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 10 | $5K |
| TD Private Client Wealth LLC | 0.00% | Reduce -18.2% | 9 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 8 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 7 | $3K |
| Avalon Trust Co | 0.00% | No change | 7 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 6 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 5 | $2K |
| Assetmark, Inc. | 0.00% | No change | 5 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Add +225.0% | 13 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +300.0% | 4 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 4 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $2K |
| True Wealth Design, LLC | 0.00% | New | 3 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 3 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 3 | $1K |
| Innovative Advisory Group, LLC | 0.00% | New | 3 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 3 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $974 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 2 | $974 |
| Fortitude Family Office, LLC | 0.00% | Reduce -50.0% | 2 | $973 |
| First Command Advisory Services, Inc. | 0.00% | New | 2 | $973 |
| CoreCap Advisors, LLC | 0.00% | Reduce -90.5% | 2 | $973 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $487 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 1 | $487 |
| Cromwell Holdings LLC | 0.00% | New | 1 | $487 |
| Bare Financial Services, Inc | 0.00% | New | 1 | $487 |
| Highline Wealth Partners LLC | 0.00% | New | 1 | $487 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $487 |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1 | $487 |
| NewSquare Capital LLC | 0.00% | New | 1 | $487 |
| Bogart Wealth, LLC | 0.00% | New | 1 | $487 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $486 |
| McClarren Financial Advisors, Inc. | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is KNSL's weight in each manager's 13F, not the share of Kinsale Capital Group Inc. the manager owns.